The Great Conversation

The Great Conversation

Welcome to The Great Conversation where ideas matter. Ideas can shape markets and change the world.

  1. JAN 31

    Breaking Through the Illusion of Communication to Create Unstoppable Teams

    ‘The single biggest problem in communication is the illusion that it has taken place.’ — Attributed to George Bernard Shaw “Isn’t it time to stop holding people accountable?” You are a leader. You take on a role called owner, executive, or manager. Or you are part of a team. You are trying to get things done. And you have laggards among you. What is the common response"? Hold them accountable! This is a logical next step. Measures of performance. And if you aren’t measuring up, bad things happen. You have been there. It starts with a conversation. Then when that doesn’t work, talk with HR. Maybe they can help. After all, in this culture of litigation, it doesn’t hurt to document. And you find yourself and your company accelerating down the path of correction. After all, you need to “hold them accountable”. A Performance Improvement Plan (PIP) may follow. And it screams to the employee and to their peers, that you have now been given a path to exit, not a path to value. Someone has to pay for this lack of accountability. And this is where a Great Conversation with Aaron Schmookler, the founder of The Yes Works, creates the foundation for a new idea. Aaron has a company that promises to unleash your people from this death spiral. It seeks to provide agency to the worker and to the business. And the agency starts with the gift of clarity. Owners and leaders: Are you clear what your mission is? Have you articulated that to your people? Do they know how they contribute to your definition of success? Do they know what the reward for that success is? Do they understand it, want it, and have the skills / capacity to achieve it? If so, then they are personally accountable to themselves! As Aaron might say: “The greatest kindness one can give another is agency over the consequences of their actions.” When we err, it is a learning. When learning is applied, we grow. When we grow, we have taken a step on a path to value. This demands a great conversation with your leadership team. It just might be the beginning of a reformation in how you identify, onboard, and mentor your people until they are unstoppable.

    41 min
  2. 12/28/2024

    Reading Our Times: A Conversation with an Artist and a Macroeconomic Thought Leader

    Most of us have experienced the gnawing doubt of our purpose. Few have leaned into that doubt and set out on a journey of exploration, knowing they are seafarers navigating the risks and opportunities of the voyage. This Great Conversation is with a woman who pursued formal education in business and economics at Harvard. It became her future core competency. She is now acknowledged as a thought leader in macroeconomic analysis and multi-asset capital allocation. But before that she said the great “Yes” to a passion centered in music earning her Doctorate in Musical Arts from the Cleveland Institute of Music, as well as an Artist Diploma and a Master’s degree in vocal performance. She has won honors and accolades from international competitions and been featured as a soloist at the Kennedy Center. Now Anna Rathbun, CFA, CAIA is the Chief Investment Officer of CBIZ, Inc. (NYSE:CBZ), a leading professional services advisor to middle market businesses and organizations nationwide. Anna and I spend our time getting to the Yes of her journey which leads us to a discussion of the journey of the business owner. We agree it is a journey that transcends the P&L. It is a journey of the wants and needs of another through relationship and trust. (See the podcast “The Key Performance Indicator We Don’t Measure…But Should”.) And trust, according to Anna, is fragile. It has a face, the other. It has a heart. And it has a mind. And this unique chemistry cannot be parsed or siloed. If we only focus on profit optimization, we will not build a sustainable and lasting relationship with our customers, suppliers, and employees. The bad news: we are in a time of shifting business models and shifting value systems for world markets. And that will impact the business owner here at home. The good news: if we harness what we know about ourselves and others, we can navigate these times to advantage both. Anna will be speaking on Thursday, January 30, 2025 at The Economic Update Breakfast at the Madison Centre Building Conference Center in Seattle, Washington. I will be there to meet her, physically, for the first time. Anna oversees a team conducting global economic research. She also produces the CBIZ Small Business Employment Index and the CBIZ Main Street Index, which are proprietary indices that keep a pulse on the small business employment conditions and other Main Street trends in the United States. Anna’s opinions on global economic and market trends as well as monetary and fiscal policies are sought after by media outlets, and she is a regular guest contributor on Fox Business, CNN Money, Bloomberg, Reuters, Wall Street Journal and others. Anna is also an experienced professional in alternative investments, focusing on private equity, private credit and private real asset investing for institutional clients.  With a unique background that embraces both finance and the arts, Anna is dedicated to the issue of financial sustainability for organizations serving a mission. Enjoy this conversation with this master of the “Yes” in Life.

    23 min

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Welcome to The Great Conversation where ideas matter. Ideas can shape markets and change the world.