Share Inside the C-Suite
Share to email
Share to Facebook
Share to X
By WRKdefined
The podcast currently has 31 episodes available.
Jon Shanahan, CEO of Businessolver, shares the intricate journey of transforming employee benefits enrollment through technology. We dive into the challenges of annual enrollment, team building, and the psychology behind decision-making. Jon’s insights cover everything from mentorship to personal sacrifices, offering a roadmap for leadership and innovation.
In this episode, we look at Businessolver, employee benefits, annual enrollment, entrepreneurship, insurance industry, technology, team building, community, challenges, personal growth, organizational psychology, decision-making, leadership, company growth, mentorship, sacrifices, employee benefits, and culture.
Key Takeaways
Chapters
00:00 Who is Jon Shanahan and businessolver
03:04 The Evolution of Employee Benefits Enrollment
05:54 The Journey of Entrepreneurship
09:10 Navigating Challenges in the Insurance Industry
12:00 Building a Team and Finding Success
14:53 The Importance of Community and Timing
18:00 Personal Reflections and Future Aspirations
19:10 Understanding People and Organizational Psychology
21:31 The Evolution of Decision Making in Growing Companies
25:00 The Balance of Control and Trust in Leadership
28:32 Navigating Growth and Technological Advancements
32:11 The Importance of Mentorship and Career Growth
37:26 Sacrifices and Trade-offs in Entrepreneurship
Connect with Jon Shanahan, CEO and Co-Founder at businessolver: https://www.linkedin.com/in/jon-shanahan/
William Tincup LinkedIn: https://www.linkedin.com/in/tincup/
Ryan Leary LinkedIn: https://www.linkedin.com/in/ryanleary/
Connect with WRKdefined on your favorite social network
The Site | Substack | LinkedIn | Instagram | X | Facebook | TikTok
Share your brand across the WRKdefined Podcast Network
Learn more about your ad choices. Visit megaphone.fm/adchoices
Scott Chou unpacks the ESO Fund's role in addressing the stock options dilemma for employees in venture-backed startups. We explore the hurdles in stock options, vesting schedules, and the big disconnect in employee expectations. Scott emphasizes the power of financial education, sharing insights on tax implications, company valuation, and how recruiters can better guide candidates through these tough conversations.
In this episode we look at ESO Fund, venture capital, stock options, employee negotiations, recruiters, vesting schedules, tax implications, startup compensation, company valuation, employee compensation, liquidity, investment strategies, tax implications, recruiter education, employee options, customer success stories.
Key Takeaways
Chapters
00:00 Introduction to the ESO Fund and Venture Capital
02:00 Understanding Stock Options and Their Challenges
05:57 The Disconnect in Employee Negotiations
10:02 The Role of Recruiters and Direct Marketing
11:55 Stock Options on the Balance Sheet
15:01 Vesting Schedules and Their Implications
16:59 Negotiating Salary and Options
18:08 Understanding Company Valuation and Employee Compensation
21:21 Liquidity and Investment Strategies
24:50 Tax Implications and Employee Education
29:27 Recruiter Education and Employee Options
32:52 Customer Success Stories and Quick Turnarounds
Connect with Scott Chou and ESO Fund here: https://www.linkedin.com/in/soonervc/ https://www.esofund.com/
William Tincup LinkedIn: https://www.linkedin.com/in/tincup/
Ryan Leary LinkedIn: https://www.linkedin.com/in/ryanleary/
Connect with WRKdefined on your favorite social network
The Site | Substack | LinkedIn | Instagram | X | Facebook | TikTok
Share your brand across the WRKdefined Podcast Network
Learn more about your ad choices. Visit megaphone.fm/adchoices
Jason Lee’s entrepreneurial journey has reshaped the on-demand pay industry. After founding and successfully exiting both DailyPay and Salt Labs, he's now leading Chime Enterprise with the same innovative spirit. His insights into scaling businesses, pioneering financial wellness, and transforming employee pay access continue to drive industry change.
In this episode we look at entrepreneurship, financial wellness, on-demand pay, HR technology, venture capital, startup journey, business strategy, banking innovation, leadership, decision-making, financial solutions, market dynamics, and trust.
Key Takeaways:
Chapters
00:00 Who is Jason Lee, pioneer of the on-demand pay industry, DailyPay, Salt Labs, and Chime
06:14 Jason's Entrepreneurial Background
11:54 The Concept of On-Demand Pay
18:05 Building Financial Solutions for Everyday Americans
23:53 The Genesis of an Idea
30:18 Building Trust in Entrepreneurship
36:41 Navigating Market Dynamics
42:05 The Reality of Decision-Making
Connect with Jason Lee here: https://www.linkedin.com/in/jasonleem2/
William Tincup LinkedIn: https://www.linkedin.com/in/tincup/
Ryan Leary LinkedIn: https://www.linkedin.com/in/ryanleary/
Connect with WRKdefined on your favorite social network
The Site | Substack | LinkedIn | Instagram | X | Facebook | TikTok
Share your brand across the WRKdefined Podcast Network
Learn more about your ad choices. Visit megaphone.fm/adchoices
Mike Morini, CEO of PlanSource, brings powerful insights from his NFL days to the tech industry, highlighting teamwork, resilience, and the art of listening. He shares his thoughts on eliminating outdated processes, prioritizing business strategies, and how emotional intelligence shapes effective sales and communication.
In this episode, we look at AI in business, workforce management, leadership, teamwork, career development, and emotional intelligence, exploring how Mike combines his sports background with cutting-edge business strategies to drive success.
Key Takeaways:
Chapters
00:00 From the NFL to CEO of top global companies, Who is Mike Morini, CEO at PlanSource?
03:04 Career Journey and Transition to PlanSource
05:59 The Importance of Learning and Listening
08:56 Athletic Background and Its Influence
11:55 Experiences in the NFL and Lessons Learned
15:04 Teamwork and Leadership Philosophy
18:09 Understanding Competition and Market Dynamics
20:57 Analyzing Losses and Continuous Improvement
24:49 The Importance of Emotional Intelligence in Sales
25:31 Lessons from IBM: Training and Work Ethic
27:28 Transitioning from IBM to Software Sales
29:09 The Challenge of Prioritization in Business
30:31 Leveraging AI for Business Efficiency
32:39 Guiding the Next Generation in Education
36:05 The Value of Curiosity and Liberal Arts Education
39:06 Building a Successful Workforce Management Company
42:34 Empowering Others: The Role of a Leader
Connect with Mike Morini here: https://www.linkedin.com/in/mikemorini/
William Tincup LinkedIn: https://www.linkedin.com/in/tincup/
Ryan Leary LinkedIn: https://www.linkedin.com/in/ryanleary/
Connect with WRKdefined on your favorite social network
The Site | Substack | LinkedIn | Instagram | X | Facebook | TikTok
Share your brand across the WRKdefined Podcast Network
Learn more about your ad choices. Visit megaphone.fm/adchoices
Kendra Cato reflects on her transformative career journey, from aspiring designer to strategic leader in the staffing industry. Authenticity, feedback, and community are the pillars of her leadership, and her passion for uplifting women in business is the driving force behind her empowering book project.
In this episode, we look at authentic leadership, career journey, feedback, personal growth, women in business, staffing industry, and community building. Discover Kendra Cato’s impactful insights into the importance of empowering women and fostering genuine connections in leadership.
Key TakeawaysChapters
00:00 Introduction and Background of Kendra Cato
03:02 Career Journey: From Interior Design to Business Writing
06:02 Transitioning into Management and Leadership Challenges
09:04 The Importance of Feedback and Personal Growth
12:00 Navigating Career Decisions and the Value of Experience
15:00 Building Community and Supporting Women in Leadership
17:49 The Power of Authenticity in Professional Settings
21:00 The Journey of Writing a Book and Empowering Others
Connect with Kendra here: https://www.linkedin.com/in/kendracato/
William Tincup LinkedIn: https://www.linkedin.com/in/tincup/
Ryan Leary LinkedIn: https://www.linkedin.com/in/ryanleary/
Connect with WRKdefined on your favorite social network
The Site | Substack | LinkedIn | Instagram | X | Facebook | TikTok
Share your brand across the WRKdefined Podcast Network
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stephen Sokoler, founder and CEO of Journey, shares how proactive mental health practices and daily habit formation can lead to healthier, less stressful lives. From running snow removal businesses to leading Journey Meditation, Stephen dives into the challenges of mental health in the workplace, entrepreneurship, and the value of meditation for personal growth and well-being.
In this episode, we look at proactive mental health, workplace wellness, behavior change, executive leadership, HR, entrepreneurship, and the importance of mindfulness. These themes shape how we understand and approach mental health in today’s rapidly evolving corporate and personal spaces.
Key Takeaways:
Chapters
00:00 Who is Stephen Sokoler?
03:23 Proactive Mental Health
06:22 Shifting Societal Understanding of Mental Health
11:41 Bridging the Gap: HR and Executive Leaders
14:31 Journey's Proactive EAP
18:09 Entrepreneurial Journey: From Snow Removal to Journey
25:21 Starting a Bar and the Challenges of the Hospitality Industry
32:00 Discovering Meditation and the Journey to Mental Health
38:36 Becoming a Kinder Leader and Manager
45:34 Advice to Younger Self: Be Kinder
Connect with Stephen here: https://www.linkedin.com/in/stephensokoler/ and visit Jouney to learn more about Proactive Mental Health here: https://journey.live/
Connect with WRKdefined on your favorite social network
The Site | Substack | LinkedIn | Instagram | X | Facebook | TikTok
Share your brand across the WRKdefined Podcast Network
Learn more about your ad choices. Visit megaphone.fm/adchoices
Shawn Nelson, founder and CEO of Lovesac, recounts his entrepreneurial journey from a basement startup to a leading furniture retailer. He dives into the evolution of Lovesac, his mission experience in Taiwan, and crucial lessons on leadership, perseverance, and innovation. Shawn highlights the impact of learning from rejections and the significance of a strong executive team in scaling a business.
In this episode we look at Shawn Nelson's entrepreneurial journey, the evolution of Lovesac, challenges faced in building a furniture retailer, the role of mission experience in leadership, and the importance of learning from rejection and building a strong team.
Key Takeaways:
Chapters
00:00 Who is Shawn Nelson, CEO and Founder of Lovesac
01:09 The Origins of Lovesac
03:16 Mission Experience and Leadership Skills
06:12 Lessons Learned from Rejection and Overcoming Obstacles
09:58 The Significance of the Lovesac Name
16:30 Hiring the Right People
19:42 Growth and Success of Lovesac
20:11 Overcoming Rejection and Building a Successful Company
23:39 Instincts and Perseverance in Entrepreneurship
30:21 The Power of Faith and Motivation
34:43 Balancing Self-Confidence and Humility
39:21 Transitioning from Bootstrap to Public Company
44:23 Books as Mentors and Building a Strong Executive Team
Connect with WRKdefined on your favorite social network
The Site | Substack | LinkedIn | Instagram | X | Facebook | TikTok
Share your brand across the WRKdefined Podcast Networ
Learn more about your ad choices. Visit megaphone.fm/adchoices
Erling Linde, founder and CEO of CV Partner, shares his entrepreneurial journey, discussing the transition from bootstrapping to venture capital, the importance of a board of advisors, and the role of emotional resilience in startup success. His insights provide valuable lessons for any aspiring entrepreneur.
In this episode, we look at Erling Linde, venture capital funding, professional service firms, software as a service, user experience, co-founder relationship, and entrepreneurship. Discover the strategies and lessons that have fueled CV Partner's growth and how they can be applied to your own ventures.
Key TakeawaysChapters
00:00 Who is Erling and CV Partner?
01:14 CV Partner: Showcasing Expertise for Professional Service Firms
05:30 The Journey of Bootstrapping and Taking on Venture Capital
08:59 The Importance of a Board of Advisors
13:39 From Building Things to Building a Company
22:36 Lessons from Startup Failures
23:04 The Importance of User Experience
23:39 Balancing Friendship and Business
24:13 Setting Goals for Growth
25:11 Finding the Right Team Balance
26:27 Leading vs Managing
29:35 Emotional Resilience in Entrepreneurship
Connect with Erling: https://www.linkedin.com/in/erlingwl/
Connect with WRKdefined on your favorite social network
The Site | Substack | LinkedIn | Instagram | X | Facebook | TikTok
Share your brand across the WRKdefined Podcast Network
Learn more about your ad choices. Visit megaphone.fm/adchoices
Kim Sneeder dives into the challenges of transitioning from an exceptional doer to a transformative leader, highlighting the importance of redefining equity and fostering inclusion in the workplace. Kim explores the critical role of resilience, mentorship, and data-driven leadership in shaping a successful and inclusive organizational culture.
In this episode, we look at leadership, equity, resilience, inclusion, DEI departments, and data-driven decisions. Explore how these elements intersect to redefine the future of work and create a thriving, inclusive workplace.
Key Takeaways:Connect with Kim here: https://www.linkedin.com/in/kim-sneeder-a49a723/
Chapters
00:00 Who is Kim Sneeder?
03:04 Kim Sneeder's Background and Career
04:12 Redefining Equity in the Workplace
05:24 The Changing Landscape of DEI Departments
09:05 Challenges of Transitioning from Doer to Leader
17:35 Coaching and Mentoring in Sales Leadership
19:49 Seeing the Bigger Picture: The Role of a Leader
20:48 The Journey of Self-Reflection and Growth as a Leader
25:08 Creating a Company Culture that is Like a Family
29:45 Using Data to Drive Change and Foster Inclusion
36:45 Leadership: Creating a Diverse and Inclusive Team
Connect with WRKdefined on your favorite social network
The Site | Substack | LinkedIn | Instagram | X | Facebook | TikTok
Share your brand across the WRKdefined Podcast Network
Learn more about your ad choices. Visit megaphone.fm/adchoices
John Hansen, CEO of Atana has started 8 different companies, exited some and closed others. He's exited to companies like Oracle and Marconi - We look at this journey of leadership, entrepreneurship, and personal growth. He opens up about how technical challenges, failures, and humility have shaped his path.
Connect with John Hansen here: https://www.linkedin.com/in/johnjhansen/
Takeaways
Connect with WRKdefined on your favorite social network
The Site | Substack | LinkedIn | Instagram | X | Facebook | TikTok
Share your brand across the WRKdefined Podcast Network
Learn more about your ad choices. Visit megaphone.fm/adchoices
The podcast currently has 31 episodes available.