Rising - Conversations with Leaders On Their Way Up

Tom Berry is CMO at the CFA Institute where he leads a global team responsible for brand strategy, new learner acquisition, and engagement with over 200,000 members across the world. Prior to CFA Institute, Tom was Global Product Director at the Red Flag Group and previously worked in marketing at Euromoney Institutional Investor. In this episode of Rising, Tom speaks with our hosts about his dynamic professional journey, what he learned across direct response and brand, international moves including moving to Hong Kong, the shift to the CMO role, and how he has stayed curious throughout his career. In this Episode 0:00 - About Tom & Career 1:30 - First Job in a Call Center2:28 - Wanting to Be in Marketing & Early Learning7:37 - Global Moves11:03 - The Shift to CMO13:39 - Finding Peer Support27:54 - MBA or no MBA?19:42 - Lateral vs. Vertical Moves23:26 - Tenure vs. Switching26:58 - Thank You Notes28:04 - Top Picks Links Mentioned Tipping Point, Malcolm GladwellThe Heaven & Earth Grocery Store, James McBrideForced (app) Find us on LinkedIn ⁠Josh Boaz⁠⁠ (host) ⁠⁠Mat Zucker⁠⁠ (host) Tom Berry (guest) Subscribe to never miss a show! Hosted by Josh Boaz and Mat Zucker, Rising is produced by Direct Agents and Prophet. For more information or to nominate a guest, please visit rising-podcast.com or email us at [email protected]. Original theme music created by Movers + Shakers. --- Send in a voice message: https://podcasters.spotify.com/pod/show/risingpodcast/message

Andrea Derby is Vice President of Digital Marketing at UPS. Beginning her career in the Ogilvy Associates program in New York City, she gained valuable experience in various agency functions including strategy, account management, and production. Andrea discusses her transitions between prominent agencies like Ogilvy and BBDO, delving into her roles in customer insights, one-to-one marketing, and large-scale brand campaigns. She reflects on her strategic shift to client-side positions, highlighting her impactful work at UPS and the startup initiative, Ware2Go. Andrea offers insights into mentorship, the art of internal selling, and the non-finality of ‘no’ in client-side roles. Her story is enriched by her decision to pursue an EMBA, emphasizing continuous learning and leadership development in the marketing sector. In this Episode ~0:00 - About Andrea & Career ~3:40 - Early Mentorship ~6:32 - Blending Brand & Performance ~10:09 - Moving Client Side ~16:37 - Business School ~21:41 - Work at UPS ~25:01 - Thank You Notes ~26:40 - Top Picks Links Mentioned Mr. Beast on Youtube Cult-ish, Amanda Mantell The Economist Podcasts Find us on LinkedIn ⁠Josh Boaz⁠ (host) ⁠Mat Zucker⁠ (host) Andrea Derby (guest) Subscribe to never miss a show! Hosted by Josh Boaz and Mat Zucker, Rising is produced by Direct Agents and Prophet. For more information or to nominate a guest, please visit rising-podcast.com or email us at [email protected]. Original theme music created by Movers + Shakers. --- Send in a voice message: https://podcasters.spotify.com/pod/show/risingpodcast/message

Bob Sherwin has 20 years of operating experience as a Strategist, Chief Marketing Officer, Retail Executive, and Advisor. He’s a board member at Articore (parent company of RedBubble and TeePublic) and an independent advisor to public and private companies on a range of strategic, marketing, and organizational topics, such as creating innovative and data-driven cultures. His most recent full-time corporate role was as Chief Marketing Officer at Wayfair, where he was responsible for the entire family of global brands. Prior to Wayfair, he was a consultant at McKinsey and began his career at IBM’s Business Consultant Services. He shares with Josh and Mat about his trajectory, why he got an MBA, the early influence of data, important attributes for a career, the value of variety in what you do, and what to prioritize early in your career vs. later. In This Episode 0:00 - Seeking Variety & Learning Analysis in Consulting 6:01 - Getting an MBA 7:04 - McKinsey & IBM 9:02 - Wayfair 11:32 - Trade-offs, Titles & Building Teams 15:22 - Scope & Struggles 17:12 - Managing 1,000 People 19:14 - Having a Support System (Including The Marketing Academy) 21:02 - Being on a Board 22:57 - Career Attributes 25:42 - Prioritizing Skill & Content Accumulation 27:20 - Thank You Notes 31:12 - Top Picks Links Mentioned The Marking Academy High Output Management, Andy Grove "Peter Attic Drive" (Podcast) "Zoe Podcast: Science & Nutrition" (Podcast) Goodpods (Podcast Platform) Noble Rot Find us on LinkedIn Josh Boaz (host) Mat Zucker (host) Bob Sherwin (guest) Subscribe to never miss a show! Hosted by Josh Boaz and Mat Zucker, Rising is produced by Direct Agents and Prophet. For more information or to nominate a guest, please visit rising-podcast.com or email us at [email protected]. Original theme music created by Movers + Shakers. --- Send in a voice message: https://podcasters.spotify.com/pod/show/risingpodcast/message

John Gaines is the VP of Marketing at Cohere Health and has over 20 years of diverse, go-to-market leadership experience across health plans, health systems, physician organizations and healthcare IT vendors. Prior to joining Cohere, John led efforts to help grow the health plan UM businesses at McKesson/Change Healthcare, Cognizant Trizetto and InformedDNA. John holds a B.A. in Economics from Cornell University. He shared with Josh and Mat about his trajectory, grasping all aspects of a business, product management, the value in non-marketing experience and opportunities in healthcare. In This Episode01:15 - First Job at Macy’s & Running Your Own Business04:32 - Navigating to Management Consulting06:00 - Choosing Healthcare & Next Roles08:02 - Motivation Behind Job Switching13:49 - Establishing Preferences15:31 - The Importance of Non-Marketing Experiences19:10 - What's Next?20:13 - Opportunities in Healthcare22:32 - About Cohere Health26:11 - Mistakes28:38 - Thank You Note31:26 - Top Picks Links Mentioned The Creative Act: A Way of Being, Rick Rubin Beautiful AI House of Suns, Alistair Reynolds Subscribe to never miss a show! Hosted by Josh Boaz and Mat Zucker, Rising is produced by Direct Agents and Prophet. For more information or to nominate a guest, please visit rising-podcast.com or email us at [email protected]. Original theme music created by Movers + Shakers. --- Send in a voice message: https://podcasters.spotify.com/pod/show/risingpodcast/message

Jeffrey L. Bowman is the Co-Founder and CEO of Reframe, where he has pioneered a change operating system with software that helps people leaders build the most culturally inclusive employee and customer experiences at scale. Bowman is also a two-time award-winning published author. Before Reframe, Jeffrey was senior partner and managing director at Ogilvy & Mather in New York City, where he created the industry’s first cross-cultural practice. His work has been featured in The New York Times, The Economist, Fast Company, and NBC’s Today Show, and he speaks frequently at industry and trade events. On Rising, Jeffrey talks about his career from brand management to corporate strategy — starting at Pepsi and moving to Procter & Gamble, Miller Brewing, Whirlpool, Ogilvy & Mather, and finally founding Reframe. He shares what he has learned, how he sees moving the industry ahead, and advice for the rest of us. In This Episode 01:19 - First Job Client Side to Business School for Brand Management 03:01 - Procter & Gamble, Miller Brewing & Whirlpool 06:40 - Motivation Behind the Switches 19:23 - About Reframe & the Market Response 27:00 - What’s Next? 28:48 - Advice for Others 31:12 - Thank You Note 34:06 - Top Picks Links Mentioned How to Master the Art of Selling, Tom Hopkins We Should Not Be Friends, Will Schwalbe Lemon: A Novel, Kwon Yeo-sun Reframe Jeffrey L. Bowman Subscribe to never miss a show! Hosted by Josh Boaz and Mat Zucker, Rising is produced by Direct Agents and Prophet. For more information or to nominate a guest, please visit rising-podcast.com or email us at [email protected]. Original theme music created by Movers + Shakers. --- Send in a voice message: https://podcasters.spotify.com/pod/show/risingpodcast/message

Diego Norris is currently Chief Marketing Officer at Gimme Seaweed. He has over 20 years of experience in CPG marketing, working at food companies like General Mills, Nestle, Red Bull, and Campbells. Diego also spent several years in consulting, first at Deloitte where he started his career, and later at Prophet. Diego grew up in Buenos Aires, Argentina and moved to the U.S. on his own at the age of 19 to pursue his dream of becoming a marketer. In this episode, Diego talks about his career beginning, professional choices, business school as a beneficial foundation, the multi-faceted role of a CPG marketer, how he utilizes AI in his work and the miracle which is seaweed. In This Episode 1:17 - Diego’s Start & Career Journey 12:31 - Continuous Learning & Growth Mindset 14:49 - AI Implementation in Work 17:26 - The Magic of Seaweed 19:33 - The Remit of a CMO in CPG 22:09 - Sustainability 25:56 - Maximizing Digital Performance 29:11 - Thank You Note 31:03 - Top Picks Links Mentioned MidJourney AI App PodViz by RSS.com Perplexity AI Spotify DJ Gimme Seaweed Diego Norris on LinkedIn Subscribe to never miss a show! Hosted by Josh Boaz and Mat Zucker, Rising is produced by Direct Agents and Prophet. For more information or to nominate a guest, please visit rising-podcast.com or email us at [email protected]. Original theme music created by Movers + Shakers. --- Send in a voice message: https://podcasters.spotify.com/pod/show/risingpodcast/message

Dave Edwards is currently EVP of Growth at R3, a global marketing consultancy. Our hosts, Mat Zucker and Josh Boaz, learn about Dave's career starting at Milton Samuels Advertising to 14 years at powerhouse R/GA and ultimately at R3. They also talk about his alter ego "Weather Edwards" which he explains as a goofball bit that weaved its way into his career. Dave has lots to share about career choices, what it takes to thrive in business development, being kind & optimistic, why he always asks two questions, and how to succeed at conferences (“The Handshake ROI”). Plus, he gives a special thank you note to his long-time colleague and friend Vin Farrell (and sneaks in a second one to his wife, Nomi!). Tune in for some great lessons, stories and laughs. In this Episode0:00 - Dave's Start at Milton Samuels & Andersen & Lembke6:53 - Going to Ogilvy9:31 - Lessons in Making Changes13:15 - Growing with R/GA15:54 - Staying Relevant20:03 - Skills He Learned22:16 - Business Development vs. Sales24:43 - Weather Edwards28:22 - Handshake ROI at Conferences30:50 - Thank You Note33:33 - Top Picks Links MentionedThe Innovators: How a Group of Hackers, Geniuses, and Geeks Created the Digital Revolution by Walter IsaacsonHomesick for Another World: Stories by Ottessa MoshhfeghJourney of Humanity: The Origins of Wealth and Inequality by Oded GalorWeather Edwards on InstagramDave Edwards on LinkedIn Subscribe to never miss a show! Hosted by Josh Boaz and Mat Zucker, Rising is produced by Direct Agents and Prophet. For more information or to nominate a guest, please visit rising-podcast.com or email us at [email protected]. Original theme music created by Movers + Shakers. --- Send in a voice message: https://podcasters.spotify.com/pod/show/risingpodcast/message

Bradley Werner is currently Senior Director of Global Content Strategy, Innovation & Experience at CBRE, the world’s largest commercial real estate services brand. Bradley’s career is varied across digital media with internships in entertainment, an early career at start-ups in digital video and branded content, a slew of roles at publishers including running video at the NY Post and being a managing editor within Complex, and jumping back into the start-up world. Now, he is on the client-side at CBRE in content marketing, running the team that -- among other things -- produces their podcast, The Weekly Take. We talk about careers with startups, mentorship, why he follows the fun, coming to CBRE, and how and from whom he learned to “be a contributor not a contaminator.” In This Episode0:00 - Welcome Bradley Werner1:35 - Career Start7:31 - Intentionality About Career Choices10:52 - Two-Way Mentorship14:35 - Mistakes & Moves17:14 - Follow the Fun19:16 - When to Win the Argument21:53 - Coming to CBRE25:40 - Starting the CBRE Podcast27:24 - Working Globally & Building Consensus28:32 - Bradley's Thank You Note (Bill Caspari “There are contributors and there are contaminators”)31:40 - Top Picks Links MentionedCBRE The Weekly TakeMat’s pick: Marketecture podcastJosh’s pick: The Current podcastBradley’s picks (3 books he reads every year):It’s Not How Good You Are. It’s How Good You Want to Be by Paul ArdenWhatever You Think, Think the Opposite by Paul ArdenShow Your Work by Austin Kleon Hosted by Josh Boaz and Mat Zucker, Rising is produced by Direct Agents and Prophet. For more information or to nominate a guest, please visit rising-podcast.com and subscribe to never miss a show! Original theme music created by Movers + Shakers. --- Send in a voice message: https://podcasters.spotify.com/pod/show/risingpodcast/message

Today on Rising, we're joined by Stephen Cassell, Chief Marketing and Brand Officer at Point32Health. Point32Health is a nonprofit health care provider that is the combination of Tufts Health Plan and Harvard Pilgrim Health Care, two of New England’s most iconic companies serving the market for over 90 years. Stephen has a 20+ year career in marketing. Prior to Point32, Stephen held strategic marketing roles at Cigna, JP Morgan, HSBC and American Express among others, in multiple countries and markets. In This Episode 0:00-9:00 - Stephen’s Start & Multi-Country Experience (UK, Brazil, Mexico) 9:00-11:15 - Stephen’s Goals & Launching Centurion Card in Mexico 11:15-12:50 - Coming Back to the US (JPM) & Moving Into Healthcare 12:50-15:30 - Switching Industries 15:31-17:25 - Assembling a Personal Board of Directors 17:26-19:38 - Acquiring Cultural Fluency (Companies & Countries!) 19:39-21:51 - Business School: Yes or No? 21:52-23:29 - Point32 & Health Equity 23:30-24.50 - Stephen’s Thank You Note (Cesar Solorzano) 24:51-27:46 - Top Picks (Turning Points podcast, Born Extraordinary book, silence) Links Mentioned Point32Health Stephen Cassell on Linkedin "Turning Points" Point32Health podcast on mental health Born Extraordinary: A Parent’s Guide to Empowering Children to Embrace Their Visible and Invisible Differences by Meg Zucker Hosted by Josh Boaz and Mat Zucker, Rising is produced by Direct Agents and Prophet. For more information or to nominate a guest, please visit rising-podcast.com and subscribe to never miss a show! Original theme music created by Movers + Shakers. --- Send in a voice message: https://podcasters.spotify.com/pod/show/risingpodcast/message

Today on Rising, we're joined by Jesse Purewal. Jesse is VP Corporate Marketing and Brand at PageDuty and was previously the Global Head of Brand at Qualtrics, where he and his team were defining the category of Experience Management and building a brand around Improving the Human Experience. He also hosted the Breakthrough Builders podcast, a Qualtrics-sponsored show that invites people with influential passions, perspectives, and instincts to share their stories. Prior to Qualtrics, Jesse was a Partner at Prophet, where he worked with clients in SaaS, mobility, AI, business services and more, and launched brands like T-Mobile’s Un-carrier, Intel’s Amazing, and Amazon’s Amazon Business. In this episode, we'll cover Jesse’s career (1:15) The value of business school (10:05) Learning velocity & maintaining an entrepreneurial spark (21:24) Jesse’s thank you note (29:26) Episode picks (35:21) Hosted by Josh Boaz and Mat Zucker, Rising is produced by Direct Agents and Prophet. For more information, visit rising-podcast.com and please subscribe to never miss a show! --- Send in a voice message: https://podcasters.spotify.com/pod/show/risingpodcast/message