Balance Sheet
Balance Sheet
Olivia Berkman
I speak with career coaches, executives, start-up founders and others to learn all about how we can be more present and purposeful at work and at home.
A Special Announcement
Balance Sheet is being reimagined as an FEI Engage subscriber exclusive. This season, I’ll be replaying my live How I Got Here interviews. I’ve spoken with leaders at Google, Intel, Cisco and more on topics ranging from parenting to career transitions to coming out to colleagues. To subscribe to FEI Engage, visit financialexecutives.org/FEI-Engage or email me at [email protected].
Oct 19, 2021
1 min
“My Boss Doesn’t Like Me”
Cam Marston, a leading expert on the impact of generational change and its impact on the workplace and marketplace, breaks down each generation, how they were parented, how they parent, and how they show up in the workplace.Special Guest: Cam Marston.
Jul 8, 2021
38 min
The Next Generation of Finance Leaders
In this episode I spoke with the incredibly dynamic Kimberly Ellison-Taylor. Kimberly is the CEO of the consulting firm KET Solutions and the first black chairman of the AICPA. She’s a sought-after keynote speaker and was named one of Accounting Today's Top 100 Most Influential People in Accounting and CPA Practice Advisor's 25 Most Powerful Women in Accounting. We talked about the power of storytelling, the pressure finance professionals are under today and the connection between increasing diversity and technology. Special Guest: Kimberly Ellison-Taylor.
Jun 24, 2021
37 min
Employer-Sponsored Childcare for the Mothers of the Future
Laura Dribin is the CEO and founder of Peritius Consulting, Inc., a premier niche consulting firm specializing exclusively in Outcome Management. She coaches women on career development and has written extensively about gender equality in the workforce.Special Guest: Laura Dribin .
Jun 10, 2021
21 min
What It Means to Be an Ally
I’m throwing it back this week to an episode I recorded last June with Stefanie Mockler. Since we recorded this episode, Dr. Mockler completed her PhD and was promoted to Practice Leader of Leadership Development Solutions. Special Guest: Stefanie Mockler.
May 27, 2021
32 min
The Balance Myth
In this episode I spoke with Founder & President of Peak Consulting Group and author of The Work-Life Balance Myth: Rethinking Your Optimal Balance for Success Dave McNeff. We talk about why Millennials aren’t taking any time to just simply think and how thinking time has given the leaders he coaches the ability to prepare for the next set of challenges. He walks me through his “Seven-Slice Method” and what he calls the rules of engagement for high performing teams.Special Guest: Dave McNeff.
May 13, 2021
35 min
Embracing an “Ownership Culture” and a Willingness to Fail
How do you get managers to start thinking and acting like business owners? In this episode I interviewed Greg Milano, the founder and CEO of Fortuna Advisors. Greg is a recognized industry thought leader in strategic resource allocation and in creating an ownership culture, which we’ll learn all about in this conversation. He is also the author of the book Curing Corporate Short-Termism, Future Growth vs Current Earnings. Greg and I discussed the obstacles to ownership culture (many of which are self-imposed), faulty management processes, incentives and compensation, and the problem with always measuring against last year.Special Guest: Greg Milano.
Apr 29, 2021
21 min
ESG for Beginners
With the SEC’s recent creation of a Climate and ESG Task Force, you may be hearing the acronym even more than usual. But what exactly is ESG and why should you care? As you’ll learn in this episode, ESG stands for Environmental, Social, and Corporate Governance and it’s only increasing in its importance to customers, investors and employers. Special Guest: Leahruth Jemilo.
Apr 15, 2021
26 min
How Employers Can Meet Gen Z Where They Are
Say what you will about Gen z, they now comprise the entire traditional- age undergraduate college demographic. This means that employers will do everything they can to better understand this age group. Companies want and need to get inside the minds of Gen Z current and future employees and Gen Z consumers. What better place to start than with their educators? In this episode I spoke with Jeff Wilks and Brian Voigt, both of BYU, about everything from Zoom fatigue to virtual interview skills and what this generation is looking for from their future employers. As part of this recorded live Q&A, I also spoke with Robert Half’s Jason Flanders about the biggest trends in recruiting, hiring and onboarding. Special Guests: Brian Voigt, Jason Flanders, and Jeff Wilks.
Apr 1, 2021
48 min
Are You Listening to Your Employees?
One silver lining of the COVID-19 crisis is the way companies have been forced to reexamine their approached to diversity, equity and inclusion. And many of the best-in-class employee experience strategies boil down to a pretty simple concept: listen to your employees. In this bonus episode, which is a recording of a live Q&A I did on rethinking work-life integration, Global Talent Business Leader Suzanne McAndrew and I explore how the COVID-19 crisis has forever changed the dialogue around DE&I, productivity, and mental health.Special Guest: Suzanne McAndrew.
Mar 18, 2021
46 min
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