We're a management consulting firm based out Vancouver, Canada that helps small to medium sized organization plan, develop and implement their strategic plans.
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Strategy and Leadership podcast


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How this University Created Their Strategic Plan (During a Pandemic)- w/ Dr. Alison Van Rooy Ep#85
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31:34
Alison Van Rooy is a Senior Advisor to the President of Strategic Planning & Institutional Initiatives at Vancouver Island University (VIU), as well as a long-time policy planner for the Government of Canada. After working with the government for several years, she learned the strategic planning process is quite similar with other public sector ins…
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Strategy and Leadership podcast


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Why Your Nonprofit is Struggling with Fundraising - with Sarah Olivieri Ep#84
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30:18
Sarah Olivieri is a nonprofit expert and author, having held several positions as Executive Director, Program Manager and Board member for various nonprofit organizations. She's also had success in the for-profit world, having started her own marketing agency.Sarah created PivotGround in 2014 to teach other nonprofits how to run their businesses be…
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Strategy and Leadership podcast


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How to Build a Team Based on Transparency & Trust - Interview with Greg Edwards Ep#83
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29:05
Greg Edwards is the CEO of CryptoStopper, a global cybersecurity firm dedicated to protecting businesses from harmful ransomware attacks. Greg started as an entrepreneur in 1998 at the age of 24, creating a networking consulting business that he still owns to this today. He then went on to start two other companies, one of which was sold to a publi…
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Strategy and Leadership podcast


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Why Culture is the Key to Organizational Growth - with Jason Richmond Ep#82
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31:49
Jason Richmond is the founder of Ideal Outcomes and the author of Culture Spark: 5 Steps to Ignite and Sustain Organizational Growth. He's dedicated the last 20+ years to helping organizations of all sizes with developing both individual skills and culture, earning himself a membership with the Forbes Business Council.His book, Culture Spark, emerg…
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Strategy and Leadership podcast


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The Future of Higher Education - with Dr. Joseph Sallustio Ep#81
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50:25
Dr. Joe Sallustio is the Executive Vice President & Chief Operating Officer of Claremont Lincoln University, a school offering socially conscious graduate degrees. With almost 20 years in education and being named as part of the Higher Education Team of the Year in 2019, Joe brings relevant experience from an industry undergoing major change to the…
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Strategy and Leadership podcast


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Why You Need to Integrate Marketing with Your Overall Strategy - Interview w/ JP Clement Ep#80
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29:10
JP Clement is the CEO of boomtime, a word of mouth marketing agency that believes great marketing is all about data. JP was born in France and went to grad school on the American east coast before starting his journey in marketing. Along the way, he's gained experience in every area of marketing, having started in packed goods before moving to dire…
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Strategy and Leadership podcast


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What You Know About Culture Transformation is Wrong - Interview w/ David White Jr., PhD Ep#79
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32:53
David White Jr. has his PhD in cognitive anthropology and is the author of Disrupting Corporate Culture: How Cognitive Science Alters Accepted Beliefs About Culture and Culture Change and its Impact on Leaders and Change Agents.Having spent much of his career as Microsoft's Director of People & Organizational Capacity, where he was the co-founder a…
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Strategy and Leadership podcast


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Create Real Change in a Rapidly Changing World - Interview with Victoria Pelletier Ep#78
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35:30
Victoria Pelletier is a VP and Senior Partner of North American Talent and Transformation at IBM. Having started her journey very young as a 24-year old executive, she's spent her entire career working in business-to-business services at various consulting and technology companies. Along the way, she's built, bought, and invested in companies, beca…
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Strategy and Leadership podcast


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Grow Like a Pro - Interview with Andy Goldstrom Ep#77
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35:52
Andy Goldstrom is a business strategist, growth expert, and two-time Inc. 500 business owner. Andy started his real estate company in the early 90's, where he won the business of Delta, Boeing and others while competing against larger, more experienced firms. After being bought by Johnson Controls in 2005, Andy moved on to become President of a nat…
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Strategy and Leadership podcast


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Think Like Amazon - Interview with John Rossman Ep#76
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54:11
John Rossman is the former Amazon Director of Enterprise Services who launched the Amazon Marketplace, the author of Think Like Amazon, an advisor to multiple companies including T-Mobile, and a member of various Boards of Advisors. With an impressive background of launching and scaling the Amazon Marketplace business and running the Enterprise Ser…
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Strategy and Leadership podcast


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What I've Learned from 10 Years of Strategic Planning - Anthony Taylor Solo Ep#75
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40:32
For this very special 75th episode on the Strategy & Leadership Podcast, we have no guests. Instead, our Managing Partner and lead facilitator Anthony Taylor will share some of his most important lessons from his past ten years of experience, as well as a glimpse into the future for both himself and SME Strategy.Anthony has been facilitating strate…
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Strategy and Leadership podcast


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How to Truly Understand the Customer at the Deepest Level - Interview with Gunny Scarfo Ep#74
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31:42
"Most mediocre insight you see in business comes not from bad researchers or faulty techniques.. the question itself was destined to lead to mediocrity".Gunny Scarfo is the co-founder of Nonfiction Research, a market research firm that is dedicated to uncovering and understanding the uncensored lives of customers, and the information they wouldn't …
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Strategy and Leadership podcast


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How to Drive Change using Custom Communication - Interview with Keith Kitani Ep#73
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28:47
Keith Kitani is a two-time entrepreneur who built and sold his first business to Adobe. Now, he's the founder and CEO of GuideSpark, a leader in change communication that drives change and results by re-focusing the hearts of minds of employees.Most business leaders are comfortable creating strategies, along with programs to carry out those strateg…
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Strategy and Leadership podcast


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Why NOW is the time to Niche Down & Re-connect with Your Customers - Interview with Bill Bice Ep#72
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29:54
"The worst thing to do is to go dark"Bill Bice is the Executive Chairman of Boomtime Word of Mouth Marketing and the Co-CEO of nQ Zebraworks. Having started or invested in over 25 different businesses over the course of his career, Bill brings some valuable marketing and business-building experience to the Strategy & Leadership Podcast.On this epis…
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Strategy and Leadership podcast


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Better Leadership in a Crisis - Interview with Matt Sweetwood Ep#71
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25:56
Matt Sweetwood is a lifetime CEO with over 30 years of experience, and is currently the CEO of LUXnow and author of Leader of the Pack. Having spent the majority of his career in the electronics distribution and retail superstore space, Matt had to re-invent his business multiple times to keep up with digital transformation, which ultimately led to…
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Strategy and Leadership podcast


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How to use Proactivity & Innovation to Become Future Ready - Interview with Nick Davis Ep#70
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Nick Davis is the Managing Partner of Reaching the Future Faster, the author of Future Ready, and the Faculty Chair of Innovation at Singularity University.Although Nick wears an impressive amount of hats, there are a couple common themes in his work, which involve using advanced technology and strategy to navigate uncertainty, determine the future…
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Strategy and Leadership podcast


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Why a Long-time Microsoft Exec Believes in Strategy First - Interview with Brad Chase Ep#69
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Brad Chase spent over 14 years as an executive at Microsoft, finishing as a Senior Vice President leading a team of over 4,000. Brad was a part of several major project at Microsoft, including the complete turnaround of MSN.com, leading the marketing effort for Windows 2000, Windows 98 and Internet Explorer, as well as developing and executing the …
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Strategy and Leadership podcast


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How Courage is Solving Business Problems for the Biggest Brands - Interview with Ryan Berman Ep#68
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29:06
Ryan Berman an author and the founder of Courageous, a consultancy that uses a 'special forces' approach to problem solving, storytelling and leadership. Today, Courageous works with well known brands like the National Football League, Caesars Entertainment and Johnson & Johnson.Ryan joins us to share his experiences writing the book, working in th…
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Strategy and Leadership podcast


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HR Evolution: How to Guide People and Culture: Interview with Melissa Dreuth - Ep#67
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23:41
Melissa Dreuth is the SVP of People and Culture at Planful, a leading financial planning and analysis cloud platform. Customers like Bose, the Boston Red Sox, and Del Monte rely on Planful for budgeting, reporting and visual analytics. Having spent time in similar roles at other companies in Australia and the Bay Area, she's nearly one year into he…
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Strategy and Leadership podcast


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Leaders (and Followers) that can Manage a Crisis: Interview with Dr. Tracey Jones - Ep#66
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33:48
Dr. Tracey Jones is the President of Tremendous Leadership, as well as an author and leadership expert. Before taking the reins of Tremendous Leadership, she build an impressive leadership resume for herself in various organizations including the National Security Agency, all after spending 12 years as a maintenance officer in the Air Force.With an…
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Strategy and Leadership podcast


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Risks & Challenges of the AI Revolution: Interview with Geoffrey Cain - Ep#65
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Geoffrey Cain is a business advisor, consultant, and author of Samsung Rising. With experience as an Economist correspondent and contributor to both the Wall Street Journal & Time, Geoffrey brings some exciting overseas expertise in geopolitics and media. On this episode of the Strategy & Leadership Podcast, Geoffrey joins us to talk about some of …
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Strategy and Leadership podcast


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Surprising Leadership Skills, Challenges & Lessons: Interview with Craig Lemasters - Ep#64
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32:41
Craig Lemasters is the CEO of management consulting firm GXG, speaker, and a former Fortune 500 subsidiary CEO. Working 27 years, 11 of which as the CEO leading global expansion projects for Assurant Solutions, Craig brings extensive corporate experience to the podcast.After spending a long time growing a large company, Craig decided to take some t…
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Strategy and Leadership podcast


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Overcoming Communication Challenges: Interview with Matt Barnett - Ep#63
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On this episode of the Strategy & Leadership Podcast, Matt Barnett from Bonjoro joins us to discuss growing a remote team, communication challenges and how personalized video communication can improve both company culture and client relationships.Matt's company, Bonjoro, uses personalized video to help organizations develop better relationships wit…
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Strategy and Leadership podcast


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How to Lead Without Authority with Keith Ferrazzi - Ep# 62
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Keith Ferrazzi joins the Strategy and Leadership podcast to share the power of co-creation: How to be able to create an aligned vision with anyone.He also shares his principles for coaching, leadership and communicating to create transformative change.He also shares his perspectives on how organizations can adapt and thrive in this new economy.Get …
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Strategy and Leadership podcast


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Leadership Framework for a Successful CEO: Interview with Perry Maughmer - Ep#61
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On this episode of the Strategy & Leadership Podcast, Perry Maughmer joins us to talk about being the best CEO you can be, intellectual humility, peer groups and how to establish a leadership framework. Perry is a facilitator for Vistage International and the Principal of Maughmer & Co, where he specializes in working with people.Perry started his …
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Strategy and Leadership podcast


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How to Confront Gray Rhinos: Interview with Michele Wucker - Ep#60
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On this episode of the Strategy & Leadership Podcast we're joined by Michele Wucker, CEO of Gray Rhino & Company and best selling author of The Gray Rhino. Michele has defined a gray rhino as a problem large and obvious staring you down, pointed right at you, and probably about to trample you.With a range of different experiences in financial journ…
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Strategy and Leadership podcast


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Using Gratitude to Retain People & Influence Culture: Interview with Lisa Ryan - Ep#59
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In this episode of the Strategy & Leadership Podcast, we're joined by Grategy founder and Chief Appreciation Strategist, Lisa Ryan, CSP. Lisa brings an impressive range of experience to the podcast, spending time as an executive recruiter, working in industrial sales, the welding industry (yes, she welds!), the healthcare industry, and as a speaker…
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Strategy and Leadership podcast


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How to Foster a Culture of Innovation: Interview with Timothy Clark - Ep#58
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In this episode, Timothy shares his experience working with executive teams and tips on various topics including:LeadershipA leader cannot be neutral. They either lead the way or get in the way, as Timothy mentions. In order to lead the way, the leaders has two primary functions within an organization- to coach skills and model behaviour, therefore…
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Strategy and Leadership podcast


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How to Develop an HR Strategy & Attract Top Talent - Interview With Denise Liebetrau - Ep#57
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On this episode of our Strategy & Leadership Podcast, we were joined by Denise Liebetrau, the Founder & CEO of Prosper Consulting, in Colorado. With a background in HR compensation for fortune 500 companies, Denise felt passionate about sharing her knowledge and expertise with small to mid-sized organizations. Now Denise spends much of her time hel…
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Strategy and Leadership podcast


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How to Improve Decision Making Skills: Interview with Dr. Gleb Tsipursky - Ep#56
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On this episode of the Strategy & Leadership Podcast, we're joined Dr. Gleb Tsipursky, CEO of Disaster Avoidance Experts LLC and author of Never Go With Your Gut: How Pioneering Leaders Make the Best Decisions and Avoid Business Disasters.Gleb immigrated to the US as a child from Moldova in eastern Europe. Since then, he's gone on to study cognitiv…
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Strategy and Leadership podcast


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Shape the Future & Create Organizational Change: Interview with Aviv Shahar - Ep#55
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35:53
In this episode of the Strategy & Leadership Podcast, we're joined by Aviv Shahar: author of 'Create New Futures' and founder of Aviv Consulting.Aviv was born and raised in Israel, and was originally trained to fly supersonic jets in the Israeli Airforce. Since then, he has spent three decades gaining valuable experience working on the executive le…
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Strategy and Leadership podcast


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Management Philosophies That Drive Growth & Culture - Interview with Alex Rooney Ep 54
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26:08
In this episode of the Strategy & Leadership Podcast, we're joined by Alex Rooney, Vice President and co-founder of Vision33 Inc. Alex and his company specialize in IT and professional services with several business lines including SAP, business application software, change management and developing intellectual property. Impressively, Vision33 has…
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Strategy and Leadership podcast


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Organizational Change from Point A to Point B - Interview with Ryan Walter Ep 53
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34:00
In this episode of the Strategy & Leadership Podcast, we're joined by Ryan Walter. For over 20 years, Ryan has consulted for organizations, including Fortune 500 companies. His advisory firm, Parrels, helps organizations overcome challenges and undergo transformation. Ryan's rich experience guiding organizations through big changes and helping the …
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Strategy and Leadership podcast


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How to Communicate Change - Interview with Shawn Hall Ep 52
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31:37
During our conversation, Shawn shared his experiences and some valuable insights on the following:Change management, Successful communication ingredients, What to do in a crisis, and Social media best practicesGet our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbookEnroll in ou…
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Strategy and Leadership podcast


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Using Mindfulness To Become a Better Leader - Interview with Catherine Sherlock - Ep51
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26:34
In this episode of our Strategy & Leadership Podcast, we're joined by Catherine Sherlock, the founder of Higher Mindfulness. Catherine developed Higher Mindfulness to help people take their awareness deeper in order to expand their self-expression, leadership skills and potential. This is important for business leaders because emotional awareness i…
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Strategy and Leadership podcast


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How Love Can Help Solve Your Work Culture Problem w/ Steve Farber - Ep50
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In this episode of the Strategy & Leadership Podcast, we're joined by author and founder of the Extreme Leadership Institute, Steve Farber.Steve has been involved in leadership development for 30 years, which has allowed him to work with almost every kind of industry and business from top to bottom. His experience has granted him a valuable perspec…
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How to Align Culture & Strategy in a Diverse, Non-Profit Organization - With Justin Miller Ep49
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30:14
Justin Miller, Co-Founder & CEO of CARE for AIDS joined us on our Strategy & Leadership Podcast to share his best practices on aligning culture & strategy in a non-profit organization. During our conversation, Justin shared his expertise on co-building and leading an international non-profit organization. Get our FREE Strategic Planning Workbook te…
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Strategy and Leadership podcast


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How Understanding the Employee Brain Will Make You a Better Leader - With Josh Schneider Ep48
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30:40
In this episode of our Strategy and Leadership Podcast, we were joined by Josh Schneider, Director at the Millennial and Employment Engagement Institute. Josh spends his days traveling, writing, and speaking at conferences, and has developed this institute to fund research that matches the stories and examples that were being seen in the workplace,…
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Strategy and Leadership podcast


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How to Evolve as a Leader and Achieve Success in Your Sphere - Interview with Zvi Band Ep47
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24:29
In this episode of our Strategy and Leadership Podcast, we welcomed Zvi Band, the Co-founder and CEO of Contactually and author of Success Is in Your Sphere.Zvi has a diverse background, starting as a software engineer out of college and eventually evolving into the leader he is today. In addition to his career, Zvi is involved in his community and…
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Strategy and Leadership podcast


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How Your Organization Can Benefit From an Open and Respectful Culture w/ Johnathan Grzybowski Ep46
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26:53
In our interview with Johnathan Grzybowski of Penji, he dives into the reasons why leaders can support their people by fostering an open culture.Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbookEnroll in our strategic planning course to learn our process for creating a s…
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Strategy and Leadership podcast


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Technology is Your Organization's Superpower - Interview with Jeff Gothelf Ep45
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29:36
In this episode of our Strategy & Leadership Podcast, we were joined by Jeff Gothelf, author of Sense and Respond. Jeff was a software designer for over 10 years, before eventually shifting his focus to providing value to customers by redefining the way design is integrated into software.Get our FREE Strategic Planning Workbook template here: https…
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Strategy and Leadership podcast


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How Creative Leaders Can Grow Through Listening & Mentorship w/ Melissa McComas Ep44
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28:43
In this episode we chatted with creative industry leader, Melissa McComas who shared her best practices on leading teams.Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbookEnroll in our strategic planning course to learn our process for creating a strategic plan successful…
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Strategy and Leadership podcast


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Self-Reflection & Continuous Learning Will Help You Become a Stronger Leader- Jacob Baadsgaard Ep43
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28:38
In this episode of our Strategy & Leadership Podcast, we were joined by Jacob Baadsgaard Founder & CEO of Disruptive Advertising. Jacob began his career in the web analytics industry, eventually moving into marketing after working with various enterprise and Fortune 100 organizations to track their marketing efforts and data insights. Jacob founded…
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Strategy and Leadership podcast


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Setting Your Team Up to Successfully Implement Your Strategy - Interview With Carey Rome Ep42
25:43
25:43
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25:43
We were joined by Carey Rome, the CEO of Cypress Resources. Referring to himself as a “recovering CPA”, Carey started his career in accounting, and eventually moved into other areas of business, leading to positions as CFO, COO, and now CEO.Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-proces…
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Strategy and Leadership podcast


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Develop a Fortune 500 Strategy for Your Small Business - Interview with Micah Lorenc Ep41
25:32
25:32
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25:32
Micah has been involved in the corporate world, facilitating and developing strategic plans, as well as in the entrepreneurial world, working on new and interesting creative projects. He recently merged these two worlds through the development of an online course aimed at helping entrepreneurs and small businesses learn about strategic planning.Get…
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Strategy and Leadership podcast


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How the Best Leaders Use Applied Mindfulness: Interview with Art Kleiner Ep40
28:07
28:07
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28:07
Art Kleiner is the Editor in Chief of Strategy and Business and a PWC Global thought leader and he shares how continuous learning helps leaders to grow and evolve their capabilities so that they can learn how they think and how their brain processes information.Read our about our interview with Art here: https://www.smestrategy.net/blog/how-the-bes…
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Strategy and Leadership podcast


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How to Encourage High-Performance Collaboration in Your Organization - Carlos Valdes Dapena Ep39
30:24
30:24
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30:24
Carlos Valdes Dapena is the managing principal at Corporate Collaboration Resources and the Author of Lessons from Mars. Carlos shares his experiences as well as his best practices for developing strategies, teams, and collaboration.Read our interview summary with Carlos: https://www.smestrategy.net/blog/how-to-encourage-high-performance-collaborat…
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Strategy and Leadership podcast


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How to use Strategy to shape the Future of Your Organization - Interview with Ron Carucci Ep38
33:20
33:20
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33:20
For this episode of our Strategy and Leadership Podcast, we were joined by Ron Carucci, the managing partner at Navalent, a small firm dedicated to assisting organizations and leadership teams through transformation and change. They help these businesses build their pathways strategically, organizationally, and culturally to create and implement th…
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Strategy and Leadership podcast


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How to Monitor and Track Your Strategic Plan Progress: Interview with Carl Cox Ep37
38:52
38:52
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38:52
In this episode of our Strategy & Leadership Podcast, we were joined by Carl Cox who is the CEO for for Cascade Strategy North America. Originally an accountant and CFO, Carl started off as a client of Australian based Cascade Strategy. As he developed in his executive roles, he became deeply involved in strategy work and eventually opened Cascade’…
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Strategy and Leadership podcast


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How to expand your ability to lead. Interview with Rebecca Zucker of Next Step Partners Ep36
24:30
24:30
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24:30
Rebecca Zucker joined us for this episode to share her process for developing and coaching organizational leaders. Check out our summary of our interview with Rebecca: https://www.smestrategy.net/blog/how-to-expand-your-organizations-leadership-capacity-interview-with-rebecca-zuckerGet our FREE Strategic Planning Workbook template here: https://www…