In this episode, we're joined by Eric Goldstein, Chief Strategy Officer at TIAA, to explore the challenges and opportunities of setting up and operating a strategy office. With over six years at TIAA and an impressive background in investment banking at JP Morgan and management consulting at McKinsey, Eric brings a wealth of experience to the table. 

We dive into Eric’s journey of centralizing the strategy office at TIAA, the importance of aligning strategy with business goals, and how he navigates the complexities of managing a large, mission-driven financial services organization. We'll also discuss the role of the strategy office in fostering cross-functional collaboration, setting organizational KPIs, and striking the right balance between strategy development and execution. 

Key questions and topics we tackle include: 

• A breakdown of the TIAA strategy office responsibilities 
• How to decide whether to centralize or decentralize the strategy office 
• Keys to building a high-performing strategy team 
• A CSOs role in setting KPIs, metrics, and measurements in the organization 
• How to build and maintain strong relationships with key stakeholders 
• Eric’s top 3 recommendations for new strategy officers to drive success 

Join us for an in-depth conversation with Eric Goldstein as we uncover the secrets behind building and operating a successful strategy office.  

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In today’s episode, we're diving deep into the intricate process of designing and operating a successful strategy office. This is a critical discussion for any newly appointed CSO or those looking to fine tune their existing strategy office. 

Our guests today are two seasoned Chief Strategy Officers who have navigated the complexities of building strategy offices in different industries. We’re joined by Roopa Unnikrishnan, the Chief Strategy and Innovation Officer at IDEX Corporation, and Eric Chesin, the Chief Strategy Officer at Anywhere Real Estate who have both made significant strides in shaping the strategic direction of their organizations.

In this episode, we explore how these leaders set up their strategy offices from the ground up, how they adapted to the evolving needs of their industries, and the challenges they faced along the way. We’ll discuss the importance of aligning with the CEO and board, building the right team, and maintaining agility in a constantly changing business environment. 

We’ll cover: 

• How do you determine the focus areas for a strategy office? 
• Tips for managing stakeholders and building relationships and influence 
• Four filters for managing the capacity of the strategy office and CSOs deciding what problem to work on and which to say “no” to  
• The three things every CSO should do when they get promoted to the role or start at a new company 

Join us as we uncover the strategies and insights that have helped these leaders successfully navigate the complexities of their roles and drive meaningful change within their organizations. 

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In this episode, we are joined by three chief strategy officers who are also responsible for sustainability in their organizations. Alpa Sutaria of WestRock, Paula Kovarsky of Raizen, and Maisie Ganzler of Bon Apetit Management Company.

In this episode, we explore why companies might choose to make sustainability a core responsibility of their strategy officers. We'll discuss the benefits of integrating sustainability into the strategic framework and examine the challenges that come with this responsibility. Our expert guests share insights on overcoming these hurdles, offering practical advice and innovative solutions. 

Some of the key questions we address include: 

• When and why should sustainability be a strategic priority for companies? 
• What are the main challenges faced by strategy officers when incorporating sustainability into their plans? 
• How can companies effectively balance short-term financial goals with long-term sustainability objectives? 
• Where should a Chief Strategy Officer start if their organization is considering making sustainability a part of their role? 

Join us as we uncover the strategies and mindsets of organizations where sustainability is not just a buzzword, but a vital component of success. 

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How Southern Glazer's Office of Strategic Management Built an Enduring Strategic Advantage

Southern Glazer's Wine & Spirits is the largest wine and spirits distributor in the United States, serving over 240,000 customers across 44 states and the District of Columbia. It is also one of the largest family-owned business in the US. Their strategy office is doing remarkable things that push the boundaries that define most strategy offices. In this podcast episode, we hear first hand from their head of strategy and two of the leaders of their “Office of Strategic Management” or OSM.  

Stephen Von Oehsen is the Senior Vice President, of the Office of Strategic Management, as well as a Professor and Member or Dean's Executive Advisory Board at Florida International University’s Chaplin School of Hospitality & Tourism Management.

Sascha Rubin is a VP in the OSM.

Kyle Weiss is a Senior Manager in the OSM.  

In this episode we cover: 

• The surprising roles that their OSM plays including why and how they became a lightening rod for talent and the unexpected benefits of taking on this role 
• How Southern Glazer thinks about managing the culture of the OSM and how the culture differs from typical strategy offices and consulting firms  
• The phases through which this strategy office evolved, why it evolved, and what it took to adapt and expand its impact
• Why they decided to launch what they call Extended Enterprise Strategic Services, through which they consult not just to the company but to partners, and how they manage this activity 
• How to both hold onto the unique consulting toolkit and way of thinking that the company needs the strategy officer to bring while, at the same time, blending with the language and norms and culture of the company 

• Learn more about Outthinker's community of chief strategy officers - https://outthinker.com/
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Corporate strategy in growth-stage companies can be very different from strategy in mature organizations. In this episode, we hear from three chief strategy executives who are effectively navigating the strategic journeys for their scaling organizations – Elisabeth Moore from West Monroe Partners, Adam Zalisk from Amplify Education, and Edward Crook from DeepL. Today’s discussion is moderated by Outthinker Networks President, Claudio Garcia.  

In this episode you’ll learn: 

• Practical advice on balancing entrepreneurial freedom with strategic focus 
• How to structure a strategy function to support rapid growth and innovation 
• Techniques for maintaining alignment and clarity in decision-making processes 
• How to turn change from a "chore" into a tactic to drive customer-centricity 
• And strategies for fostering collaboration and knowledge sharing within fast-growing teams

• Learn more about Outthinker's community of chief strategy officers - https://outthinker.com/
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As much as companies promise and commit to diversity, equity, and inclusion initiatives, the reality is corporate strategy, especially at the senior level, remains a male-dominated field. Some chief strategy officers have made it their mission to change that reality. In this episode, we hear from two of them. Alok Agrawal, Chief Strategy Officer & Head of Ventures at Celestica, and Nicolas Chapman, former EVP and Chief Strategy Officer of Teradata, have made tremendous strides in shifting the diversity levels of their strategy offices. Today’s discussion is moderated by another diversity-focused strategy leader, Kalina Nikolova, SVP of Business Operations and Strategy at Yahoo. These CSOs will share the real hurdles they overcome to bring more diverse hiring to their strategy function.  

From them, you’ll learn: 

-Advice from successful CSOs on how to set realistic objectives to support your DEI hiring initiatives 

-How to influence and work with HR to fill your hiring pipeline with more diverse candidates 

-Actionable steps to fight unconscious bias and make your job descriptions and interview processes more welcoming to diverse hires 

• Learn more about Outthinker's community of chief strategy officers - https://outthinker.com/
• Follow us on LinkedIn - https://www.linkedin.com/company/outthinker-networks