Tag: Financial Advisor

Concise Presentations Without Winging It With Kristy Siefkin (Ep.6)

Concise Presentations Without Winging It With Kristy Siefkin (Ep.6)

Creating an engaging presentation can be harder than it seems. How can you avoid the major pitfalls of data dumps and cognitive dissonance?

In this episode, Jim Cascino speaks with Kristy Siefkin, Founder of Kristy Siefkin Communications, on public speaking and creating concise presentations that keep the audience engaged. Kristy shares tips to focus presentations, speak confidently and build the necessary skills for communicating effectively.

Kristy discusses:

  • Why she started her own coaching business
  • How to prepare for TV interviews
  • One of the biggest challenges in creating presentations and how to avoid the same pitfalls as others
  • Why clients look awkward when presenting and the cognitive repercussions of practicing in a mirror
  • And more

Connect With Kristy Siefkin:

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About Our Guest:

As a Professional Communications Coach, Kristy Siefkinhas trained over 700 professionals across multiple industries, including medical, legal, tech, finance, and non-profit. Organizations like HP, HomeSmart, Phoenix Children’s Hospital and Charles Schwab have entrusted Kristy with training their teams. Kristy has prepared leaders for national media appearances, high-stakes presentations, and virtual summits. She is a sought-after speaker and Master Of Ceremonies, taking the stage for organizations like Society for Human Resource Management, The Business Journals, Juvenile Diabetes Research Foundation, and Organization for Nonprofit Executives.

Bridging Strategies to Drive Success for Clients, Employees, and Businesses with Nicole Bojic (Ep 5)

Bridging Strategies to Drive Success for Clients, Employees, and Businesses with Nicole Bojic (Ep 5)

With a proactive and strategic approach, small, midsize, and startup companies can seize opportunities that will increase the sustainability of their business and drive success for clients, employees, and communities in the long-term.

Discover how in this episode, as Jim Cascino talks with Nicole Bojic, a C-Suite advisor, the founder of UmiMiu, and the owner of EXP Consulting. As an expert on business strategy and sustainability, Nicole shares the insight she’s learned as a business owner and through her work with businesses of all sizes as she guides them to sustainable growth and success on a comprehensive level.

Nicole discusses:

  • How she works with companies to cultivate sustainable business models and practices — and to create a better world
  • Ways developing a comprehensive and positive employee experience can extend to positive customer and community experiences
  • How business strategy and opportunities differ in enterprise companies and middle-market or early stage companies
  • The divinely dissatisfied intention of looking for a better route to smarter solutions
  • Words of advice for business owners looking to grow their business in a sustainable fashion
  • And more

Connect With Nicole Bojic:

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About Our Guest:

As a marketing engagement strategist and change catalyst, Nicole Bojic has a history of success building top-flight teams to launch and scale new product offerings that ignite growth in revenue and profitability.

After being promoted three times in fives years with InVision, she attained an executive strategy role. Her reputation as a creative, analytical problem-solver who created a proprietary playbook for digital engagement in events and experience marketing is well deserved.

 

NewEnamel.com: The Modern Dentistry Service Disruptor with Keith Harband (Ep. 4)

NewEnamel.com: The Modern Dentistry Service Disruptor with Keith Harband (Ep. 4)

Launching a business is never an easy task. When your goal is to change the model of an enormous industry, it takes a strong business acumen and a dedicated team that can sift through the noise from critics and focus on company goals. 

In this episode, Jim Cascino is joined by Keith Harband, founder of NewEnamel.com, a dental care business that provides consumers with prescription-strength dental care at home. It is an innovative approach, based upon proven scientific research, and is a working model in how to potentially disrupt the industry. Keith shares his years of experience in business, drawing on the many lessons he learned at hospitality school (and beyond) when creating his company. He reveals how he started NewEnamel, what makes NewEnamel different from the traditional dental industry and the impact of naysayers on startups.

Keith discusses:

  • How NewEnamel differs from traditional dentistry
  • The advantage of the chair-side assessment that is the cornerstone for NewEnamel’s technological application of the dental process
  • How the NewEnamel business model is customized to each patient’s risk level for tooth decay
  • The impact of naysayers on startups
  • How his past experience in the hospitality industry impacted NewEnamel
  • And more

Connect With Keith Harband:

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About Our Guest:

Keith has enjoyed a successful business and marketing career spanning over 30 years. He has worked at some of the best known and respected companies in the US including The Walt Disney Company, The Discovery Channel and Gymboree. His passion to help others has been the impetus to bring the power of the NewEnamel system to clients everywhere.  Keith earned a BS from Cornell University and an MBA from Columbia University.



Face Your Capital Crisis Head On with Jim Burke (Ep. 3)

Face Your Capital Crisis Head On with Jim Burke (Ep. 3)

As you’re building a business, candor, honesty and over-communication with your financial team is never a bad idea—because what happens if the money stops flowing and you find yourself with a lack of capital? You’ll be at the mercy of your financial partners.

But what options do you have if you find yourself in a severe financial crisis, with inadequate capital in order to meet your growth forecast?

In this episode, Jim Cascino speaks with Jim Burke, founder and CEO of Burke Capital, and senior advisor at C-Suite Advisors. Jim Burke discusses how he works with CEOs and executives to address capital crises that can arise when businesses find themselves in a severe financial crisis. He discusses his expertise in capital structuring, how he performs turnarounds with companies, and shares the ways he addresses the fundamental issues within that critical point of a company’s financial situation.

Jim and Jim discuss: 

  • The role Jim Burke plays in helping companies recover from a severe financial crisis
  • Capital structuring and cash management as a fundamental component of a successful business
  • Jim Burke’s sources of traditional and non-traditional capital
  • How he performs a turnaround with a company and the amount of time the process takes
  • When Jim Burke and his team may be appointed as interim CEO or CFO
  • And more!

Connect With Jim Burke:

Connect With Jim Cascino:

About Our Guest:

As founder of Burke Capital, Jim is a proven executive leader, having served as CEO and board member for numerous public and private companies. His innovative “Out-of-Court” turnaround practice has now become an industry standard. As a strategic problem-solver, Jim brings clarity and wisdom to many difficult situations.

Notable successes include CEO and board member for LTD Ceramics and Strasbaugh, in the semiconductor equipment industry; board member for NetsWork and Telpro Technologies, in the data communications space; CRO of both SBMC, a precision metal fabricator; and Arix Computer a mainframe computer manufacturer. Burke has advised and restructured dozens more distressed companies over his distinguished career.

Additionally with a background as a senior credit officer for Wells Fargo and Union Banks, he has raised hundreds of millions of dollars for startups, growth companies, restructures, and acquisitions. He holds a BA in Economics from the University of Virginia. He actively participates in the Turnaround Management Association, Bay Area Bankruptcy Forum, and he serves on the managing board of the San Jose Attorney, Bankers & CPA Association.