In this episode, we dive into the transformative power of AI in the modern workplace with Stephanie Donahue, Practice Leader at Avanade. As tools like Microsoft 365 Copilot and agent-based systems gain momentum, the pressure is mounting for middle market companies to modernize responsibly. Stephanie unpacks how businesses can build a strong digital foundation, shift organizational culture, and empower employees through intentional change enablement. With real-world insights and a future-focused lens, she explores what it means to prepare for a hybrid workforce of humans and intelligent agents.

In this episode, we dive into the growing urgency of climate risk and resilience with Amelie Fava-Verde, Chubb Resilience Services leader. As natural disasters, from wildfires to floods and hurricanes, become more frequent and severe, the stakes are rising for middle market companies. Amelie unpacks why proactive risk management is no longer optional, sharing real-world examples and expert insights on how businesses can reduce financial and operational disruption, overcome internal hurdles and transform resilience into a strategic edge.

Chubb is a world leader in insurance. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. Additional information can be found at chubb.com.

In this episode, we dive into the evolving world of talent strategy in middle market companies with Laura Davidson, Head of People at Homage, a Columbus-based retailer known for its nostalgic apparel and vibrant culture. Drawing from her 15 years of HR experience across startups and Fortune 500s, Laura shares how Homage is scaling its people practices while staying true to its roots. From hiring with purpose and embedding development into daily work, to preserving culture and collecting meaningful feedback, Laura offers a candid look at how middle market companies can grow without losing what makes them special.

Laura Davidson leads the people function at Homage, where she focuses on aligning talent development, organizational design and leadership coaching with the company’s mission to celebrate the people, places and moments that matter. Her career spans multiple industries and company sizes, giving her a unique perspective on how to build culture and capability in fast-moving, resource-conscious environments.

In this episode, Doug Farren sits down with John Manning, Executive Vice President and Head of Commercial Banking Market Coverage at Wells Fargo. With over three decades of experience in commercial banking, John offers deep insights into the shifting macroeconomic landscape and what it means for middle market businesses. Together, they discuss the critical role of strong banking partnerships, strategies for managing market volatility and evolving trade policies, and the importance of a patient, strategic approach in uncertain times. Tune in for expert perspectives and actionable advice to help your business confidently navigate growth, risk, and innovation.

John Manning is executive vice president and head of Wells Fargo’s Commercial Banking Market Coverage team, overseeing a $200 billion portfolio and delivering a full range of financial services to diverse clients across the U.S. and Canada. A 35-year industry veteran, he has held multiple leadership roles since joining Wells Fargo in 1994, most recently leading the West region for Commercial Banking. Learn more at www.wellsfargo.com/com. 

The lower middle market makes up 80% of the total middle market, representing approximately 160,000 businesses in the U.S. In this episode, we dive into how digital payment innovations are fueling growth in this critical segment with two industry experts: Edward Galvin (Visa) and Andrew Jamison (Extend).Our discussion explores key findings from NCMM research, highlighting the evolving needs of middle market businesses and how financial tools can drive efficiency and expansion. Tune in to hear expert perspectives on how businesses can bridge the gap and future-proof their operations.

Edward Galvin is responsible for North America B2B Commercial Payments Sales at Visa. Visa helps connect businesses to a secure, global network of platforms, products, and services—no matter where you are on your business journey.

Andrew Jamison is the CEO of Extend, a financial technology company building innovative payment solutions for banks and their SMB customers. Extend has built a virtual card and expense management platform as an out-of-the-box product available for issuers to offer alongside their corporate card programs, allowing businesses to access modern spend management software with the commercial card they already have.

Read the report at globalclient.visa.com/middlemarket.

Join us to hear from NCMM Managing Director, Doug Farren, as he discusses key insights from the 2024 End-Year Middle Market Indicator.

Listen to the full webinar presentation, see the slideshow, and explore more from the most recent MMI here: https://www.middlemarketcenter.org/performance-data-on-the-middle-market.

In this solo episode, Doug Farren from the National Center for the Middle Market takes a forward-looking approach to 2025. He discusses key trends impacting middle market companies, including improving macroeconomic conditions, rising business confidence, advancements in technology like AI, and talent management strategies. Doug also provides insights from NCMM's latest Middle Market Indicator survey, offering projections for revenue growth, employment expansion, and innovation. Tune in for a comprehensive sneak peek at the challenges and opportunities shaping the middle market's vital role in the U.S. economy.

In today’s episode, we welcome Sarah Steele, Senior Director at Visa Commercial Solutions, to discuss new research on Canada’s middle market. Sarah shares compelling insights into economic confidence, growth trends, and the distinct challenges Canadian middle market companies face. From adopting digital innovations like AI and automation to leveraging cross-border partnerships with U.S. businesses, she offers practical strategies to overcome hurdles such as limited resources, high costs, and fear of the unknown. Join us as we uncover how these businesses can unlock their full growth potential and thrive in a rapidly evolving economic landscape.

Sarah is an award-winning payments professional, with over 20 years of experience leading product strategy, complex projects, and thought leadership. Her accomplishments and experiences are varied, spanning consumer and B2B clients, front and back office, consulting and product management. Currently, as Senior Director of Small & Middle Market Business Products, Sarah is responsible for go to market strategy and roll-out Visa’s products, platforms, and resources in North America.

VISA Commercial Solutions, a division of VISA, helps connect businesses to a secure, global network of platforms, products, and services—no matter where you are on your business journey.

Download the latest research report at www.middlemarketcenter.org.

In this insightful conversation, Bryan Wheelock and Joe Walsh from Harness IP discuss the untapped potential of intellectual property for middle market companies. Discover how these businesses can uncover and protect valuable IP assets like copyrights, trade secrets, and unique branding elements that may not be immediately apparent. Learn actionable strategies for identifying, documenting, and leveraging these assets to gain a competitive edge, mitigate risks, and enhance business value. Whether you're facing challenges or seeking growth, this conversation provides practical advice to help you maximize the potential of your intellectual property.

Harness IP is an intellectual property law firm serving clients across the globe. Their attorneys counsel and represent clients across the full range of intellectual property law, including patents, trademarks, copyrights, trade secrets, litigation, IP management, and licensing. Learn more about Harness IP at https://www.harnessip.com/

In this episode, we explore the challenges and opportunities facing middle market companies with Lori Goltermann, CEO of Aon, North America & Enterprise Clients. Delving into the collaborative study between the NCMM and Aon, Driving Growth: The Role of People, Risk and Technology in Middle Market Success, (focused on companies with revenues of $50mm-$1bn), Lori provides an expert perspective on how human capital, risk management, and evolving technology—especially in the realm of cybersecurity—are key to driving sustainable growth. From building resilient teams to leveraging cutting-edge technologies, tune in to hear about actionable insights to help middle market companies thrive in today’s dynamic business landscape.

Lori Goltermann, CEO of Aon North America and Global Regions, has over three decades of experience transforming the insurance and professional services industry. She leads Aon’s Risk Capital and Human Capital strategies, delivering value across global markets while strengthening client relationships through the firm's Client Leadership model.