TAB Presents: The Leadership Exchange

The Alternative Board
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Welcome to TAB Presents: The Leadership Exchange, a podcast from The Alternative Board (TAB) where experienced business leaders chat about the real challenges of leadership, strategy, and building resilient companies. Hosted by the President and CEO of TAB, Jason Zickerman, brings decades of his own leadership experience to the table. Each episode features practical insights, bold perspectives, and honest dialogue designed to help you lead more confidently and make smarter decisions for your business.

Episodes

  1. John Dini on Building a Business You Can Leave

    JAN 5

    John Dini on Building a Business You Can Leave

    Exit planning isn’t about retirement, it’s about leadership. In this episode of The Leadership Exchange, Jason Zickerman talks with John Dini, exit planning expert and long-time TAB member, about why leaders should “begin with the end in mind” from day one. John shares how thinking like a future buyer sharpens decision-making, increases enterprise value, and prepares both the business and the owner for what’s next. This conversation challenges owners to stop postponing the inevitable and start leading with intention. For today, and for the eventual handoff.

    43 min
  2. Leanne Monaghan on Self-Advocacy, Healing and Ownership

    11/26/2025

    Leanne Monaghan on Self-Advocacy, Healing and Ownership

    Leanne Monaghan is a wellness leader, entrepreneur and coach whose journey from bankruptcy and life-altering cancer diagnosis to empowered heath advocate has shaped her mission: helping people become the CEO of their own health. Leanne shares with us the pivotal moment that forced her to reclaim control of her wellbeing and the two decade path that followed. Her story includes deep self-education, collaboration with medical and holistic practitioners, and commitment to understanding how the body truly heals. From navigating gaps in the healthcare system to building a multidisciplinary approach to wellness, she offers a powerful perspective on resilience, self-advocacy and what it really means to thrive. Her story reminds us that leading yourself and taking ownership of your health and mind is the foundation for leading others.

    52 min
  3. Matt Montellione on The Future of Finance

    11/25/2025

    Matt Montellione on The Future of Finance

    Matt Montellione is a seasoned entrepreneur and professional speaker with expertise cryptocurrency, B2B marketing, and decentralized finance (DeFi). With over a decade of entrepreneurial experience and investing in cryptocurrency, Matt recognized early on the transformative potential of digital assets for small businesses. From launching successful ventures to pioneering the use of crypto and DeFi in everyday business, Matt shares the lessons, risks, and breakthroughs that shaped his journey. He dives into how innovative financial tools can open doors, challenge traditional thinking, and give leaders a bold edge in a rapidly changing world.

    33 min
  4. Jim Liptrot on Purpose, People and Resilience

    08/28/2025

    Jim Liptrot on Purpose, People and Resilience

    In this episode of The Leadership Exchange, host Jason Zickerman, CEO of The Alternative Board (TAB), welcomes Jim Liptrot, a purpose-driven leader whose career spans engineering, education, and executive leadership. Jim’s story is one of resilience, reinvention, and leading with heart. From rebuilding a struggling business to guiding organizations that serve youth outside of traditional education systems, Jim has always believed that people — not products or profits — are what make a company truly great. This conversation dives deep into what it means to lead with values, stay grounded during periods of rapid change, and build culture through small, often-overlooked human moments. Jim shares personal experiences of taking career risks to pursue meaningful work, mentoring emerging leaders, and the impact of surrounding yourself with people who align with your purpose.

    48 min
  5. Roey Diefendorf on Legacy, Leadership, and Reinvention

    08/28/2025

    Roey Diefendorf on Legacy, Leadership, and Reinvention

    In this premiere episode of The Leadership Exchange, host Jason Zickerman, CEO of The Alternative Board (TAB), sits down with Roey Diefendorf — a legacy-driven entrepreneur, educator, and innovator with over 50 years of experience guiding families and business leaders toward “more than money” wealth. Roey’s journey spans a 150-year-old family business, multiple reinventions, and a powerful personal mission to create meaningful impact across generations. As a founding member of More Than Money 360 and a passionate non-profit leader, Roey shares candid lessons from his decades of leadership — including navigating generational transitions, finding the courage to transform a traditional business, and the importance of mentorship in shaping a lasting legacy.

    42 min
  • 5 Episodes

About

Welcome to TAB Presents: The Leadership Exchange, a podcast from The Alternative Board (TAB) where experienced business leaders chat about the real challenges of leadership, strategy, and building resilient companies. Hosted by the President and CEO of TAB, Jason Zickerman, brings decades of his own leadership experience to the table. Each episode features practical insights, bold perspectives, and honest dialogue designed to help you lead more confidently and make smarter decisions for your business.

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