Center for Individual and Organizational Performance

Podcast March 31, 2021 Advocacy Process: Personal Planning and Strategic Roadmap

Business owners have complexity in their lives in having to plan both for the success of their business as well as the success of their personal planning. The planning for the business and for the personal wealth are so inter-connected that they cann…

Podcast February 16, 2021 Protecting Your Most Valuable Asset in Turbulent Times

Dr. Matt Kerzner, Director with the Center for Individual and Organizational Performance, draws upon his 30+ years in the fields of strategy and HR to share best practices in these quickly changing times.

Podcast February 08, 2021 Expanding the Due Diligence Conversation When Investing in Manufacturing

Lisë Stewart interviews Barry Ramsay on manufacturing operation and how this can help investors to make a wise decision.

Podcast December 14, 2020 'Tis the Season for Giving

Join Lisë Stewart, Natalie McVeigh and JoAnne Geylin as they discuss some techniques to engage your family in learning and developing philanthropy.

Podcast December 02, 2020 Part 2: The Value of Assessments for Your Organization

Join Tim Schuster, Matt Kerzner and Natalie McVeigh from our Center for Individual and Organizational Performance as they discuss the value of assessments to create positive change.

Podcast December 02, 2020 Part 1: The Value of Assessments to Create Positive Change

Join Tim Schuster, Matt Kerzner and Natalie McVeigh from our Center for Individual and Organizational Performance as they discuss the value of assessments to create positive change.

Podcast December 01, 2020 The Importance of Using a Strategic Roadmap

EisnerAmper discusses the importance of and to set up a strategic roadmap for a business.

Podcast November 02, 2020 Sustainability and Durability for the Future: How to Support Growth, Encourage Succession, and Build Upon Your Entrepreneurial Success

In this brief podcast, Lisë Stewart and Natalie McVeigh share a few ideas to strengthen the business and lay the foundation for the next generation.

Podcast October 30, 2020 Boards and Private Equity: Best Practices for Success

Join Tami Davidman and Lisë Stewart as they provide a brief overview of the oversight that a board can provide and how a board of directors can help management effectively manage risk.