Center for Individual and Organizational Performance

Podcast December 03, 2021 Emotional Intelligence Profile (EQP) Assessment

EQ is about 80% of our success in business. What is it? Why is it important? How do you measure it? We answer these questions and discuss how it relates to sustainable behavioral change.

Podcast November 17, 2021 Sibling Development

If you and your sibling group are going to inherit assets (business, family office, vacation home) you will need to create a different set of skills and behavioral patterns that do not occur by being born into a family. We'll discuss roles, relations…

Podcast November 11, 2021 Team Dynamics and Assessments

Some things to consider about teams and how assessments can be a tool to enhanced performance.

Podcast September 29, 2021 The Family Enterprise System

Matthew Kerzner and Natalie McVeigh talk through the system, some ways to navigate it changing as well as discuss some best practices for non-family members to be successful co-stewards.

Podcast April 21, 2021 Best Practices for Working from Home

Natalie McVeigh talks about operating efficiently in the new normal. Natalie provides current best practices for effectively working from home.

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.