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David McFarland is the Founder and CEO of Coterie Insurance. Coterie Insurance puts insurance agents and brokers first, delivering instant business insurance across the United States. Since 2018, Coterie has raised over $100M in funding and partnered with over 10,000 insurance agencies and brokerages across the country.
Prior to leading Coterie, David was Chief Actuary at Clearcover, a personal auto insurtech startup in Chicago. David is also a Fellow in the Casualty Actuarial Society and has an extensive background in creating and managing insurance programs.
In this episode, youâll learn:
How to evaluate a potential co-founder. How to structure a consult-to-hire team before raising capital. How robust data collection can help you stand out from the competition. How a strong and quick offboarding process can mitigate hiring mistakes. How to ensure you have the right team members for the current stage of your business.Follow David on LinkedIn
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Ry Walker is the Founder and CEO of Tembo. Tembo is the Postgres developer platform for building every data service. Their mission is to collapse the database sprawl of the modern data stack with a unified developer platform.
Prior to founding Tembo, Ry was the Founder and CEO of Astronomer, which has been a huge success and has raised over 280 million dollars.
In this episode, youâll learn:
How to navigate the difficulties of layoffs. The value of selling 5% of your shares during Series B. The importance of letting your team review you as a CEO. How to build strong leaders through clear expectations of roles. The importance of paying it forward within your entrepreneur community.Follow Ry on LinkedIn
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Todd Kaufman is the Co-Founder and CEO of Test Double. Test Double is a software agency offering consulting services in development, product management, and infrastructure. Their experienced consultants embed with your team and help solve problems from strategy to execution.
Todd has been a software engineer for over 25 years, focusing on building systems that deliver business value and scale without excessive costs. Prior to Test Double, Todd worked as a Vice President at Pillar Technology.
In this episode, youâll learn:
How to secure speaking engagements by building your personal brand. The value of organic relationship building to procuring initial client engagements. How an Employee Stock Ownership Plan (ESOP) can attract and retain top talent. An overview of the tactical steps to set up an ESOP, the upfront costs, and long term benefits. How strict profit margin goals can help you avoid layoffs and stay competitive by investing money back into the business.Follow Todd on LinkedIn
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Joe Apgar is the CEO of PELOTONIA, which was established in 2008 to fund lifesaving cancer research and is a rapidly growing non-profit today.
Before PELOTONIA, Joe worked eight years at Rockbridge Capital. He was named to the 40 Under 40 Class of 2020 by Columbus Business First and the Future 50 Class of 2021 by Columbus CEO Magazine. In 2022, he was selected as a member of the Young American Leaders Program at Harvard Business School.
In this episode, youâll learn:
The healing power of writing and journaling The power of sharing your story to move othersWhat itâs like working for a mission-driven organization Why there is nothing more important than friends and family The importance of prioritization as you take on more responsibilitiesFollow Joe on LinkedIn
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Maddie Bell is the Co-Founder and CEO of Scheduler AI, an AI appointment setter that integrates directly into your CRM, web forms, and chats to coordinate meeting times in seconds while safeguarding your show rates.
Prior to Scheduler AI, Maddie was a Brand Director for Procter & Gamble. While at P&G, she spent 12 years leading and delivering topline, bottom line, and share growth for multiple billion-dollar brands and products.
In this episode, youâll learn:
How to measure if an innovative idea can become a businessThe value of a customer-centric approach to product developmentThe importance of providing value before asking for a habit change from customersThe âmind and heartâ insight framework that drives impactful product developmentHow implementing your product in your own business eliminates potential roadblocksFollow Maddie on LinkedIn
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Aaron Crookes is the Co-Founder and CEO of Apricity Robotics, a startup focused on developing semi-autonomous robots to aid and assist both patients and healthcare staff. Their main goal is to automate simple tasks so healthcare staff can be fully dedicated to critical patient needs.
Prior to Apricity Robotics, Aaron worked in R&D for Autonomous Robots and Devices at Proctor and Gamble.
In this episode, youâll learn:
How to balance building the product with building the business. When itâs necessary to bring in experienced operators into a startup. The importance of understanding the financial impact of your product. How to look beyond titles to match the right team member to the right task. The importance of finding strategic industry investors when introducing a novel product.Follow Aaron on LinkedIn
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Amanda Epp is a founding team member and the CEO of ScriptDrop. ScriptDrop is the only healthcare IT company specializing in medication access that serves patients in all 50 states. ScriptDrop works alongside its healthcare partners to deliver medication access opportunities through technology, empathy, and healthcare expertise.
Previously, Amanda was an early employee of CoverMyMeds, moving up the ranks to ultimately serve as Director of New Product Implementation. She played an integral role in the companyâs exponential growth and its eventual sale to McKesson in 2017 for 1.4 billion dollars.
She also co-founded the non-profit foundation Go Get the World, which supports and empowers young women in college or early in their careers.
In this episode, youâll learn:
How to create a network effect How to build a customer flywheelHow to be your authentic self as CEO The fastest way to learn a new industryHow to maintain quality during extreme growthFollow Amanda on LinkedIn
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Genevieve Bellaire is the Founder and CEO of Realworld. Realworld is your companion for navigating the journey of adulthood. They help you "get it together" by simplifying and streamlining your finances, health, career, and household.
Prior to Realworld, Genevieve received her JD and MBA from Georgetown University and spent time at Goldman Sachs before ultimately launching Realword.
In this episode, youâll learn:
How to build your MVP as a non-technical founderHow to transition a B2B business to a B2C businessHow to create a marketing strategy for a zero to one productHow to leverage your network for mentorship/advisory supportThe importance of utilizing AI to meet the consumerâs need for automationFollow Genevieve on LinkedIn
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Brian Gregory is the Co-Founder and CEO of FMX. FMX is a leading provider of purpose-built, cloud-based solutions for Public Sector organizations. They help their customers transform facility, maintenance, and operations management in the communities where everyone learns, works, and lives.
Before founding FMX, Brian was a partner at Dynamix Energy Services, managing energy savings projects that highlighted the critical role of proper facilities management, ultimately inspiring the creation of FMX.
In this episode, youâll learn:
How to bring facts to a feelings fightThe benefits of waiting to raise capitalThe benefits of a good capital partner beyond cash How to turn mistakes into confidence-building momentsHow to reduce reliance on paid leads and build an outbound engineFollow Brian on LinkedIn
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Lindsay Fork is the Founder and CEO of Luxe Brands. Luxe Brands is a bridal fashion company with multiline offerings + brands for all brides. From La Jeune Mariee Bridal Collection, a luxury designer and special-order boutique located in downtown Columbus, Ohio, to "luxury for less" with multiunit Luxe Redux, the company caters to serve all brides.
Lindsay recently won the Ernst and Young Entrepreneur of the Year Award for the East Central Region.
In this episode, youâll learn:
The importance of filtering new opportunities. How to retain talent through performance recognition. How to navigate the fear of letting go and delegating responsibilities. How to turn challenges in one business into new separate businesses. The impact of external accountability with the Entrepreneur Operating System (EOS).Follow Lindsay on LinkedIn
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Chris Powell is the CEO of Talmetrix, an employee feedback and analytics company with a mission to humanize data to further workplace well-being.
Leading up to Talmetrix, Chris built a career in human resources, including working as the Chief Human Resources Officer for Scripps Networks Interactive.
In this episode, youâll learn:
How to capitlize on âred pill or blue pillâ momentsThe strategic value of combining software with service The importance of identifying the right data points in human resourcesHow to adjust from large corporate budgets to scrappy start-up marginsHow to identify and sync up with philosophically aligned channel partnersFollow Chris on LinkedIn
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Tsavo is the CEO and Co-Founder of Pieces, a suite of on-device developer tools that boost productivity by helping you solve complex development tasks through a contextual understanding of your entire workflow.
Tsavo was an entrepreneur from the jump, founding his first company, accent.ai, straight out of high school.
In this episode, youâll learn:
How to balance gut instinct with market feedbackThe importance of elevating your EQ to put together top-tier teamsHow to reach developers in the sales process through building communityHow to transform organic adoption and early champions into massive growthThe strategy behind company events and engaging the local community to build a positive company cultureFollow Tsavo on LinkedIn
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Callan Harrington is the founder of Flashgrowth, and today, he is joined by Sullivan Finlay, a comedian and content creator based in Chicago. Sullivan has built a successful following on social media through engaging, humorous, and relatable content. In this episode of "That Worked," Callan and Sullivan dive into topics ranging from emerging healthcare models to the future of local news, technology, and how both guests are leveraging strategic thinking for growth.
In this episode, youâll learn:
A new comprehensive healthcare model. The opportunities for local news to modernize. How to optimize delegating to meet your 10x goals. How to forecast revenue of video content through brand deals. The impact of outsourcing core business functions for large vs small businesses
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Katie Trauth Taylor is the CEO and Co-Founder of Narratize AI, a Generative AI storytelling platform for innovative enterprises.
Before Narratize AI, Katie received her PhD in Rhetoric and Composition. During her PhD program, she launched her first startup, Untold Content. She is also the host of the Untold Stories of Innovation podcast.
In this episode, youâll learn:
How to capitalize on referrals to outpace competitors. The most impactful incentives for brand ambassadors. How to build a connected network through hosting think tanks. How to identify and target the right investors as a woman in AI. Where AI is headed to help users learn and grow from tacit knowledge within their enterprise.Follow Katie on LinkedIn
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Jane Mosbacher Morris is the CEO of To The Market. To The Market is a turn-key solution for ethical manufacturing and sourcing of apparel, accessories, and home goods.
Before To The Market, Jane was the Director of Humanitarian Action for the McCain Institute and a Counterterrorism Advisor for the U.S. State Department. She is also the author of Buy The Change You Want to See, a book that explores how you can have a greater social impact through your everyday purchases.
In this episode, youâll learn:
How to land clients through customer discovery work. How to address the hesitancy around the cost of change. The importance of buy-in when facilitating change management. How to educate and convince investors on the current state of the market. The benefits of developing a thought leadership reputation for accelerating growth.Follow Jane on LinkedIn
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Brock Leonti is the CEO & Co-Founder of Prescribe FIT. Prescribe FIT is a full-service remote monitoring and lifestyle health coaching solution designed for orthopedic practices and patients.
Prior to Prescribe FIT, Brock was the Founder of Larock Healthcare Academy, which was acquired by Beckfield College, and President & Founder of Time For Help Home Care.
In this episode, youâll learn:
The importance of using your PTO. A solution to industry-wide staffing shortages. How to identify when a passion can become a business. How to maintain long-term momentum in a hyper-growth stage. How to finesse your business model to be a âneed to haveâ instead of a ânice to have.âFollow Brock on LinkedIn
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Darrin Murriner is the Co-Founder and CEO of Cloverleaf. Cloverleaf is an identity discovery and team-building tool that uses the most common behavioral assessments to help you discover how to work more effectively as a team or as an individual in a team.
Prior to Cloverleaf, Darrin co-founded BabysitEase. He is also the author of Corporate Bravery, a book about eliminating fear-based decision-making and transforming corporate cultures into brave places for people to do their best work and stay engaged.
In this episode, youâll learn:
When to leave your corporate job. How to build a balanced leadership team. How to handle rejection from potential funders. How to evolve your role as Founder/CEO as the company grows. The importance of focusing on the end-user experience of your product.Follow Darrin on LinkedIn
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Tim Metzner is the Founder and CEO of Fireroad. Fireroad is a new kind of holding company, borrowing the best from venture studios and private equity models. They bring a balanced approach to managing the risk of early-stage ventures with the predictability of enduringly profitable businesses.
Prior to Fireroad, Tim was a Founder of Ocean Accelerator, Differential, and Coterie Insurance. Heâs also an active angel investor in 56 deals.
In this episode, youâll learn:
How to nurture a great cultureHow to vet a co-founder you donât knowWhen it makes sense to raise venture capitalThe importance of culture in retaining top talent.The role of early mentorship and unconventional career paths.Follow Tim on LinkedIn
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Ryan Eder is the Founder and CEO of IncludeHealth. IncludeHealth is an innovative healthcare technology company focused on delivering virtual physical therapy and patient data collection.
Ryan has a deep design background, having previously served clients like Nike and GE. He has also twice won Best in Show at the International Design Excellence Awards.
In this episode, youâll learn:
How to sell your visionA different way of looking at pivotsThe importance of winning strategic awardsThe role of design thinking in solving complex business problems.The challenges and solutions in transitioning from hardware to software in healthcare.Follow Ryan on LinkedIn
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Sasha Gainullin is the CEO of battleface and Robin Assist. Battleface is a global company enabling customers and partners to easily select travel insurance products and services that perfectly fit their needs. Robin Assist is a tech-driven emergency travel assistance platform supporting the travel insurance industry.
Prior to battleface and Robin Assist, Sasha was the Interim CEO of Tangiers Group and, before that, the COO of Tangiers International.
In this episode, youâll learn:
How to create a 24/7 companyHow to successfully pivot GTM modelsHow to balance accountability and autonomyThe power of immersing yourself in an industryThe importance of being adaptable and responsive in crisis situationsFollow Sasha on LinkedIn
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