11 episodes

Join us on Trailblazing for Success: Inspiring Leaders, a podcast celebrating remarkable leaders and their journeys to success. Discover their secrets, adventures, challenges, and innovations.

Trailblazing for Success: Inspiring Leaders Bruce and Gail Montgomery

    • Business

Join us on Trailblazing for Success: Inspiring Leaders, a podcast celebrating remarkable leaders and their journeys to success. Discover their secrets, adventures, challenges, and innovations.

    Impactful Conversations: Exploring Business & Empathy with Craig Jonas of CoPeace

    Impactful Conversations: Exploring Business & Empathy with Craig Jonas of CoPeace

    Summary

    Craig Jonas, CEO and founder of CoPeace, discusses impact investing and the mission of his company to help impactful businesses grow. He shares the catalyst for founding CoPeace and the challenges he sees in the industry. Craig emphasizes the importance of empathy as a soft skill in business and shares advice he has received as a leader. He also talks about his personal life and what he is looking forward to. Overall, the conversation highlights the intersection of business and social impact.



    akeaways

    Impact investing is a growing movement that allows businesses to make a positive impact on the world while also generating financial returns.

    Empathy is a crucial soft skill in business, especially in today's divisive world. Understanding and perceiving the thoughts and feelings of others can lead to better relationships and business outcomes.

    Leaders should have an open mind and be willing to learn and adapt. Being open to new information and ideas can lead to personal and professional growth.

    CoPeace focuses on investing in companies that are socially and environmentally impactful, aiming for a 20% return on investment. The company seeks to make a ripple effect and create positive change in the world.

    Craig Jonas is excited about his children's upcoming weddings and looks forward to becoming a grandfather.



    Chapters

    00:00 Introduction

    01:13 Overview of CoPeace and Impact Investing

    02:26 The Catalyst for Founding CoPeace

    05:01 Challenges in Impact Investing

    06:23 Finding Investment Opportunities

    09:03 Exciting Companies in CoPeace's Portfolio

    10:37 The Importance of Empathy in Business

    13:09 Advice for Leaders

    17:35 Personal Life and Future Plans

    20:05 Conclusion and Farewell

    • 20 min
    Digging into Mental Wellness: Insights from WellPower CEO, Carl Clark

    Digging into Mental Wellness: Insights from WellPower CEO, Carl Clark

    In this podcast episode, Gail & Bruce speak with Carl Clark, CEO of WellPower, about mental wellness. Carl discusses WellPower's approach, covering body-mind strategies, psychotherapy, and addressing social determinants of health. They explore industry challenges like workforce shortages and solutions like AI-powered documentation. The impact of telehealth on care accessibility and fostering genuine social connections in the digital age is also discussed. Carl highlights proactive self-care and meaningful connections for holistic well-being, offering practical tips for navigating mental wellness.

    Introduction to WellPower
    00:56 Holistic Approach to Mental Wellness
    04:50 Challenges in Prioritizing Mental Wellness
    08:55 Workforce Shortage in Behavioral Health
    13:04 Advantages and Limitations to Telehealth
    15:09 Maintaining Human Connection in a Digital World
    17:06 Developing Soft Skills for Effective Communication
    18:31 Finding Joy and Meaning in Life
    20:49 Best Piece of Advice

    • 22 min
    Navigating the Future: Trailblazing Insights from CHFA's Debbie Herrera on Mission, Adaptability, and Personal Growth

    Navigating the Future: Trailblazing Insights from CHFA's Debbie Herrera on Mission, Adaptability, and Personal Growth

    Summary

    Debbie Herrera, the HR leader at Colorado Housing and Finance Authority (CHFA), discusses the core functions of CHFA and its mission to finance affordable housing and support economic development in Colorado. She emphasizes the importance of adaptability as the number one power skill in today's business world, particularly in the face of artificial intelligence.

    Debbie also addresses the challenges of embracing change across different generations and the need for empathy and collaboration. She highlights the importance of overcoming fear and focusing on the best-case scenario.

    Looking ahead, CHFA aims to navigate the transition to in-person connections while maintaining the benefits of virtual work. Personally, Debbie is excited to continue her personal growth and nurture relationships in 2024.



    Takeaways

    CHFA finances affordable housing and supports economic development in Colorado through programs for first-time home buyers, multifamily development, and small businesses.

    Adaptability is the number one power skill needed in today's business world, especially in the face of artificial intelligence.

    Overcoming fear and embracing collaboration are essential for navigating change and innovation.

    Empathy and understanding generational differences are crucial for creating a supportive and inclusive work environment.

    Focusing on the best-case scenario and embracing uncertainty can lead to personal and professional growth.



    Chapters

    00:00 Introduction and Overview of CHFA

    02:10 CHFA's Role in First-Time Home Buyers and Multifamily Development

    03:06 Importance of CHFA's Mission and Values

    04:25 The Number One Power Skill: Adaptability

    06:05 The Role of Artificial Intelligence and Fear

    08:14 Handling Generational Differences in Embracing Change

    09:37 Overcoming Fear and Embracing Collaboration

    11:28 Increasing Uncertainty Tolerance and Embracing Change

    14:27 Challenges Ahead: Navigating Virtual Work and Knowledge Management

    18:17 Looking Forward to Business and Personal Goals

    21:24 Closing Remarks and Dance Party

    • 21 min
    Thrive Talkin': The Evolution of Benefits and a Culture of Innovation in 2024, with CEO Ryan Tacke

    Thrive Talkin': The Evolution of Benefits and a Culture of Innovation in 2024, with CEO Ryan Tacke

    Ryan Tacke, CEO of ThrivePass, discusses the unique offerings of ThrivePass and its international reach. He explains how ThrivePass started as a gym reimbursement platform and evolved into a comprehensive wellbeing platform that includes physical wellness, personal expression, and cultural initiatives. Ryan emphasizes the importance of culture in organizations and the need for soft skills such as emotional intelligence and communication. He shares insights on building and maintaining culture in a remote work environment.

    Takeaways
    - ThrivePass is a B2B technology company that provides SaaS technology and administrative services in the employee benefits space.
    - ThrivePass offers unique lifestyle benefits, including gym memberships, music subscriptions, remote work support, and personal expression benefits like piercings and tattoos.
    - Soft skills such as emotional intelligence and communication are critical for building great cultures and teams.
    - Building and maintaining culture in a remote work environment requires accountability, communication, and co-ownership throughout the organization.
    = ThrivePass focuses on personalization and educating employers on the impact of benefits to drive engagement and cultural initiatives.

    Chapters
    00:00 Introduction to ThrivePass
    01:13 Ryan's Involvement in the Business
    02:34 Lifestyle Benefits
    04:23 Soft Skills for Great Cultures and Teams
    06:33 Challenges of Remote Work and Building Culture
    09:53 Best Advice for Leadership
    11:30 Challenges and Focus for ThrivePass
    13:57 Engagement and Personalization
    18:00 Future Plans for ThrivePass
    19:11 Personal Goals for Ryan
    21:03 Conclusion

    • 21 min
    Financial Literacy in Action: A Trailblazing Journey with Economic Literacy Colorado

    Financial Literacy in Action: A Trailblazing Journey with Economic Literacy Colorado

    Get ready for a financial fiesta with Amy Sherman, the powerhouse President and CEO of Economic Literacy Colorado! We're tackling the hurdles of financial literacy education, diving into the importance of keeping both teachers and students hooked, and exploring the must-have soft skills for success in the workplace. Amy also details her future plans – think expanding the organization's empire and crafting cool internship programs for underrepresented financial whiz kids. And did we mention she's hilarious? Brace yourselves for a riveting conversation that's both insightful and fun.



    Takeaways

    - Financial literacy education faces the challenge of making the subject interesting and relevant to all students.

    - Engaging teachers and students through fun and interactive tools, such as apps and games, can help improve financial literacy.

    - Soft skills, such as communication and adaptability, are essential in the workplace and should be prioritized in professional development.

    - Leaders should focus on cutting expenses that do not contribute to growth and prioritize investments in areas that will have a positive return on investment.



    Chapters

    00:00

    Introduction and Background

    09:06

    Challenges in Financial Literacy Education

    12:20

    Engaging Teachers and Students

    15:37

    Soft Skills in the Workplace

    18:34

    Advice for Leaders

    21:26

    Prioritizing Professional Development

    22:30

    • 19 min
    Empathy, Challenges, & Triumphs: A Conversation with Shari Repinski of Rocky Mountain Human Services

    Empathy, Challenges, & Triumphs: A Conversation with Shari Repinski of Rocky Mountain Human Services

    In this conversation, Shari Repinski, CEO and executive director of Rocky Mountain Human Services, discusses the work of the organization and the challenges they face in building and managing a team. She emphasizes the importance of motivation and empathy in the human services field and shares stories of how small acts can make a big difference in people's lives. Shari also highlights the key skills needed for human services professionals and offers advice for leaders in the industry. The conversation concludes with a discussion of personal reflections and holiday plans, as well as book and media recommendations.

    Takeaways
    - Rocky Mountain Human Services provides a variety of supports, including case management and coordination of services for individuals with disabilities and those experiencing homelessness.
    - Building and managing a team is a major challenge in the nonprofit sector, as resources are often limited. Staffing is crucial for meeting the needs of the community and providing efficient services.
    - Motivation and empathy are essential for both staff and clients in the human services field. Sharing stories of success and focusing on the impact of small acts can help keep everyone motivated.
    - Listening and understanding the needs of individuals is a key skill for human services professionals. It is important to go beyond the bureaucratic process and provide personalized support.
    - Leaders in the human services field should prioritize connecting with their staff and creating a psychologically safe space. Slowing down and having conversations can lead to better understanding and more effective leadership.
    - Personal connections and experiences are important for leaders and staff in the human services field. Taking breaks, reading books, and engaging in other activities outside of work can contribute to personal growth and well-being.

    Chapters
    00:00 Introduction and Overview of Rocky Mountain Human Services
    02:00 Challenges in Building and Managing a Team
    04:28 Motivating Staff and Meeting the Needs of the Community
    08:19 The Power of Stories and Empathy in Human Services
    09:43 Key Skills for Human Services Professionals
    12:33 Advice for Leaders in Human Services
    19:24 Closing Remarks and Farewell

    • 20 min

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