Make BIG Happen podcast with Mark Moses

Guest: Rick Weber, the President and CEO of CBC Federal Credit Union in Oxnard, CA. CBC ranks among the top credit unions in the country based on member survey net promoter scores.

Overview: A friend calls, offering you a CFO position out in California. You move your family across the country, thinking this job will provide a relaxing glide path from your 50s to retirement. But then you find out the firm is losing money, the culture is "every man for himself," and when a health issue forces the CEO to retire, suddenly you're sitting in the BIG office ... just as a pandemic breaks out.

On today's show, Rick Weber explains how working with a CEO coach helped him to engineer a major turnaround at his company and in his personal life that's put him on the path to BIG growth.

Guest: Brendan Neef, Founder and CEO of Victory Transportation Systems. Victory has been selected for the Inc 5,000 list of the Fastest Growing Private Companies in America three times. And Victory has been recognized twice by the Houston Business Journal as one of the best places to work.

Overview: Your company can only grow as fast as you and your team are growing. If you hit a roadblock that you just can't clear, the third-party perspective of a mentor or CEO coach could be essential to helping you break through. 

On today's show, Brendan Neef discusses how working with CEO Coaching International accelerated his growth into a leader who can make tough choices, establish better plans, build a stronger team, and Make BIG Happen.

Guest: Jennifer Wilson, founder and CEO of ARMSRx, a pharmacy benefit consultancy and a Strategic Partner of CEO Coaching International.

Overview: In many cases, the most challenging step in a successful business sale is the first: deciding that now is the right time to sell. Once you've identified favorable market conditions or an optimal partner, the CEO has to clarify her objectives and build out the support team she needs to prepare herself and her company for its next BIG chapter.

On today's show, Jennifer Wilson explains why, after turning down suitors for years, she finally decided to sell her company, as well as the nuts and bolts strategy that she implemented. Jennifer also shares a personal story of overcoming adversity that was formative to her entrepreneurial drive and determination.

Guest: Mark Moses, CEO and Founder of CEO Coaching International.

Quick Background: Whether you're trying to grow a business or lower your handicap, even the most driven and talented people eventually hit a wall. That's where folks who are too proud or too blind to their own limitations often sputter and stall. But working with a coach can help you break through those walls, shore up your weaknesses, and identify the actionable, measurable steps that will lead to sustained personal and professional growth.

On today's show, Mark Moses shares what he's learned about Making BIG Happen from both sides of a coaching relationship, as well as his most memorable moments from our 2022 Make BIG Happen Summit in Miami Beach.

Guest: Daniel Shemtob, a chef, restauranteur, and entrepreneur who has started multiple successful companies, including Snibbs work shoes.

Overview: There's an old saying about entrepreneurs: They've never met an idea they didn't like. But an openness to what's exciting and new can also get between you and BIG.

On today's show, serial entrepreneur Daniel Shemtob discusses the thought process that led him to pare down from five businesses to one so that he could focus on his most promising opportunity, grow as a leader, and Make BIG Happen.

Guest: Kelly Wade, a coach at CEO Coaching International. Kelly has amassed nearly 30 years of sales, marketing, and management experience focused on growing and leading people, cultivating unique cultures, and developing strategic long-term growth plans for a variety of industries. 

Quick Background: Leading a business to BIG can sometimes feel like an all-consuming mission. But the best CEOs never forget that there is life outside of the c-suite. And they draw on lessons from their personal passions, relationships, and experiences to grow as leaders.

On today's show, Kelly Wade walks us through her journey to the top of Mount Kilimanjaro and the connection between having an adventurous spirit and succeeding in business and life.

Guest: Marty Parker, the founder and CEO of Waterstone Human Capital. Waterstone is a high-performance culture and human capital search leadership advisory firm for entrepreneurial-minded, high-growth organizations across North America. Marty is also an active member of YPO and the author of two books on corporate culture. He's also a client of CEO Coaching International. 

Waterstone Human Capital is a Strategic Partner of CEO Coaching International.

Overview: A strong culture doesn't just create a happy workplace -- it can be a significant competitive advantage, especially in the battle for top talent and repeat customers. 

On today's show, Marty Parker provides a deep dive on the specific, intentional ways that CEOs can transform culture and create a high-performing organization that attracts and retains the best people. 

About ten years ago, Josh McCarter was running a struggling SaaS business in New York. His company was generating about $700,000 in annual revenue, but burning through $350,000 a month. He didn't have enough cash on hand to cover next month's payroll. His customer base had flatlined. And just when it seemed like relief was on the way, a terrorist attack disrupted a critical investment. Not even his YPO forum mates thought Josh was going to make it.

In this conversation, recorded live at the 2019 CEO Coaching Summit, Josh talked about how he kept cool during all this adversity and focused on a plan that pivoted his company to BIG. Josh also describes how turning around his original company and zeroing in on one key strategy prepared him to run a billion-dollar business.

After a two-year hiatus due to the pandemic, we're thrilled to be hosting the 2022 Make BIG Happen Summit from October 20-22 at the Fontainebleau in Miami Beach, Florida.

On today's show Heidi Smith, Chief Marketing Officer of CEO Coaching International, previews our signature event, which will be BIGGER than ever with over 500+ CEOs gathering in one place for multiple days of stimulating networking and learning. Previously, the Summit was only open to CEO Coaching International clients; however, this year the firm is welcoming applications for any qualifying CEO interested in attending.

Heidi and our podcast host Steve Sanduski, also share some tips for getting the most out of a conference and reminisce about their favorite speakers at past Make BIG Happen Summits. 

Guest: Patrick Eldon, a coach at CEO Coaching International. Patrick is an experienced chief executive and entrepreneur, serving as CEO of orderTalk Inc. from its launch as a SaaS company to its acquisition by Uber in 2018. Under Patrick's leadership, the company grew from a fledgling startup to a leading provider of digital ordering solutions for the restaurant industry, processing more than $1 billion in annual transactions.

Quick Background: A well-run SaaS business can generate steady recurring revenue at high gross margins with low customer churn and minimal R&D costs. But even in our increasingly digital world, scaling SaaS poses some unique challenges that require both top-notch tech and a personal touch.

On today's show, Patrick Eldon discusses five keys to scaling a SaaS business, including the strategies and key metrics CEOs should follow all the way to BIG growth.