The Balancing Act with Andrew Temte, PhD, CFA - podcast cover

The Balancing Act with Andrew Temte, PhD, CFA

Andrew Temtewww.andrewtemte.com
In business, balancing acts are everywhere. The Balancing Act Podcast explores the balancing acts we play each day in our professional lives by amplifying the voices and real life stories of accomplished business leaders we can all learn from. In each episode: * Listen to the origin stories from today’s leaders, * Discover their key moments of career acceleration, * Explore a hot business topic in an authentic, approachable conversation between Andy and his guests, and * Learn about the skills that lead to workplace success. Tune in today to elevate your journey of continuous improvement and lifelong learning. Dr. Andrew Temte, CFA, is the former CEO of Kaplan Professional and is the author of Balancing Act: Teach, Coach, Mentor, Inspire, and The Balanced Business: Building Organizational Trust and Accountability through Smooth Workflows. He also hosts The Balancing Act Podcast, and The Saturday Morning Muse. A thought leader on issues related to leadership development, organizational health, continuous improvement, corporate learning, financial acumen, and education, his articles have appeared in a number of media outlets including Chief Executive and Chief Learning Officer. Dr. Temte earned his doctorate in finance from the University of Iowa with a concentration in international finance and investment theory. He holds the CFA designation and has over 15 years of university teaching experience. An accomplished musician and leader of the rock band, The Remainders, he’s proud to announce the release of the band’s first original album, Feel Something New, which is available on all major music streaming platforms. Learn more at www.andrewtemte.com.
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Episodes

Challenging Conversations, Part 3 (Bessi Graham)

This week, we're traveling (virtually) to Melbourne, Australia to hear from Bessi Graham, co-Founder of Benefit Capital and host of Both/And with Bessi Graham. Bessi does a masterful job of helping us build competency in the area of engaging in and navigating challenging conversations. Thank you, Bessi!

Mar 23, 202336 minEp. 80

Challenging Conversations, Part 2 (Jodi Wellman)

Why don't we have the challenging conversations we need to engage in? Because they're hard. However, Jodi Wellman, Founder of coaching and consulting firm Four Thousand Mondays, reminds us that life is short and that we should live regret-free lives. Tune in for Jodi's insights on how to engage in challenging conversations and receive constructive feedback!

Mar 16, 202332 minEp. 79

Challenging Conversations, Part 1

Do we say what needs to be said, when it needs to be said? Engaging in challenging conversations and accepting constructive feedback is difficult for many of us, both at home and in the workplace. Want to improve your skill level in this area? Andy and Dan kick things off this week and Andy interviews coaches and trainers for their perspectives on the subject in this must-listen miniseries.

Mar 09, 202325 minEp. 78

Decision Making, Part 5 (Maggie McGuire)

We conclude our miniseries on the skill of decision-making with the contributions of Maggie McGuire, CEO at Pinna.fm . Maggie is a seasoned media executive, a former NYC 4th and 5th grade teacher, and an incredible talent. Her voice is definitely worth the investment of your time. Thanks, Maggie!

Mar 02, 202336 minEp. 77

Decision Making, Part 4 (Mark Coggins)

Mark Coggins provides us a global perspective on the topic of effective decision-making in episode 78 of the pod! Mark is Co-Founder and Board Director of Cranleigh China and is Director of KB Financial. He's an experienced leader with operations that span Asia and Europe - thanks, Mark!

Feb 23, 202333 minEp. 76

Decision Making, Part 3 (Dan Flynn)

This week, we have Dan Flynn, Chief Revenue Officer at the Barnum Financial Group joining us to continue our discussion on the importance of building the skill of decision-making in your organization. Dan has a wealth of experience to share with us from his work in the financial services industry for companies such as Prudential, MassMutual, and MetLife. Thanks, Dan!

Feb 16, 202338 minEp. 75

Decision Making, Part 2 (Kimo Kippen)

Kimo Kippen and Andy had a wonderful conversation regarding effective decision-making in episode 76 of the pod. Kimo comes to you with a wealth of experience navigating the corporate world and his insights into decision-making are invaluable. Mahalo, Kimo!

Feb 09, 202338 minEp. 74

Decision Making, Part 1

Decisions, decisions, decisions. They're an integral part of our experience as colleagues, leaders, and managers yet many struggle with effective decision-making. In the kick-off to our miniseries on decision-making, co-host Dan Strafford interviews Andy for his input on the topic. Thanks for listening!

Feb 02, 202324 minEp. 73

Future Skills Wrap-up with Mina Morris

In episode 74, Andy interviews Mina Morris, Partner - Human Capital Solutions at Aon - one of the world's premier talent assessment, performance, and analytics companies. In this special episode, Mina and Andy discuss our previous miniseries on financial acumen, business acumen, and data literacy through the lens of measuring the acquisition of these skills within teams and team members.

Jan 26, 202331 minEp. 72

The Skill of Data Literacy, Part 5 (Satyam Kantamneni)

We're thrilled to introduce you to Satyam Kantamneni, chief executive of UX Reactor. In part 5 of our miniseries on the topic of data literacy, we focus on the importance of user centric design and how data literacy is essential to ensuring phenomenal customer experiences.

Jan 19, 202327 minEp. 71

The Skill of Data Literacy, Part 4 (Vishal Iyer)

This week, we're speaking with Vishal Iyer. Vishal is a CFA and accountancy trainer whose work I've admired for some time. Vishal adds to our conversation on the importance of data literacy as a key workplace skill from the perspective of global finance and accounting professionals.

Jan 12, 202327 minEp. 70

The Skill of Data Literacy, Part 3 (Brian Kibby)

We begin 2023 with an energetic discussion about leadership and the importance of data literacy with the former CEO of Knewton and Modern Campus, Brian Kibby! We're thrilled to introduce you to Brian and certain you'll find his contributions to the show invaluable.

Jan 05, 202330 minEp. 69

Special Holiday Episode (KEF Scholars)

Our final episode of 2022 is something special. This week, Dr. Temte interviews three current and former Kaplan Educational Foundation (KEF) scholars to hear their inspiring stories of perserverance, courage, and hope for the future in the face of the societal headwinds they've faced. Tune in to learn more about how "KEF seeks to eliminate barrier to higher education for overlooked and underserved students and develop them as world leaders and advocates for their communities..."

Dec 29, 202230 minEp. 68

The Skill of Data Literacy, Part 2 (Raghu Krishnaiah)

Raghu Krishnaiah, Chief Operating Officer of the University of Phoenix joins Dr. Temte as our first guest in our miniseries on building the skill of data literacy in individuals and teams within an organization. Raghu's contributions to the topic set a high bar for what will be a value-adding series on this critical subject for all business leaders.

Dec 22, 202230 minEp. 67

The Skill of Data Literacy, Part 1

We started our journey to discuss three key future-facing skills back in late September, 2022. In episode 68, co-host Dan Strafford interviews Dr. Temte to set up the third and final skill in the list, that of data literacy. Tune in to learn about why improving data literacy in individuals and teams is so important and how to get started.

Dec 15, 202223 minEp. 66

The Skill of Business Acumen, Part 5 (feat. Ed Clark)

To conclude our miniseries on the skill of business acumen, we have Ed Clark joining us this week. Ed is a fantastic business operator with multifaceted business experience. He is currently a Group President at Colibri and is responsible for Becker Professional Education, one of the world's largest accountancy education and training businesses.

Dec 08, 202227 minEp. 65

The Skill of Business Acumen, Part 4 (feat. Brandon Carson)

Get ready for a real treat this week because we have Brandon Carson, VP of Learning and Leadership at Walmart joining us for part four in our miniseries on the skill of business acumen. We allowed the conversation to wander into adjacent territory and ended up spending almost 40 minutes together! Thank you for your contributions, Brandon!

Dec 01, 202244 minEp. 64

Special Thanksgiving Episode (feat. Melissa Mack)

Happy Thanksgiving! Today we're dropping a special episode with friend and former colleague, Melissa Mack. Melissa is Chief Communications and HR Officer for Kaplan, Inc. We're tapping into Melissa's vast experience in the field of corporate communications and taking a look back at our miniseries from late summer 2022 on the skill of communication. Thank you, Melissa!

Nov 24, 202234 minEp. 63

The Skill of Business Acumen, Part 3 (feat. Torrance Ford)

Torrance Ford's contributions to our miniseries on the skill of business acumen are simply outstanding. His insights are influenced by his non-traditional path through the business world. A mechanical engineer by training, Torrance has spent the last 27+ years in various roles at Shaw Industries--engineer, software developer, supply chain leader--culminating in his current position of VP, Talent Management. Thank you, Torrance!

Nov 17, 202236 minEp. 62

The Skill of Business Acumen, Part 2 (feat. Joyce Schnur)

I'm so excited to introduce you to Joyce Schnur this week. Joyce is a friend, former colleague, and is SVP of Product at Kaplan in charge of all things financial services and real estate education. Her contributions to the topic of business acumen are significant.

Nov 10, 202233 minEp. 61

The Skill of Business Acumen, Part 1

The next topic in our list of essential skills for the future is that of business acumen (a.k.a., commercial acumen). Tune into this introductory episode with Andy and co-host Dan Strafford to learn more about what business acumen is, why it's so important, and how we can develop it in current and future generations of workers.

Nov 03, 202229 minEp. 60

The Skill of Financial Acumen, Part 5 (feat. Jason Palmer)

In the conclusion of our miniseries on the skill of financial acumen, we welcome Jason Palmer to the show. Jason is General Partner at New Markets Venture Partners and provides keen insights on the topic.

Oct 27, 202233 minEp. 59

The Skill of Financial Acumen, Part 4 (feat. Ian Schnoor)

As we continue our exploration of the skill of financial acumen, we tap into the vast well of experience Ian Schnoor brings to the conversation. Ian is the Executive Director of the Financial Modeling Institute and the Founder and CEO of The Marquee Group based in Toronto, Ontario.

Oct 20, 202232 minEp. 58

The Skill of Financial Acumen, Part 3 (feat. Duane Barrett)

Our guest this week is Duane Barrett. Duane is THE guy in the caribbean to study with for accountancy and financial credentials like CPA and CFA. Duane shares his considerable expertise and insights with us as our second guest in our ongoing miniseries on building financial acumen in individuals and teams.

Oct 13, 202233 minEp. 57

The Skill of Financial Acumen, Part 2 (feat. Denise Probert)

The first guest in our miniseries on financial acumen is Denise Probert. Denise is an exceptional teacher who holds a faculty position at The University of Colorado - Boulder. Denise is also the author and lecturer of several popular LinkedIn Learning courses on introductory accounting and finance.

Oct 06, 202232 minEp. 56

The Skill of Financial Acumen, Part 1

Over the next few months, we're going to be talking about three key future-facing skills. First in the list is financial acumen. Andy and co-host Dan Strafford kick things off with a discussion about everyone's role in understanding basic financial concepts and how learning them can lead to greater workplace success.

Sep 29, 202236 minEp. 55

Communication is Undervalued, Part 4 (feat. Andy Perkins)

Hey everybody, this week we have a dear friend and long-time learning and development leader Andy Perkins on the show. In episode 56, Andy and Andy wrap up our miniseries on the importance of communication with a special focus on the key skill of storytelling. https://www.andrewtemte.com/

Sep 22, 202229 minEp. 54

Communication is Undervalued, Part 3 (feat. Lisa Morton)

Lisa Morton, Founder and CEO of Roland Dransfield joins us this week to continue our conversation on the importance of communication in business. Lisa brings us her perspectives as the head of a global public relations firm and helps us tease apart the differences between internal versus external communications.

Sep 15, 202232 minEp. 53

Communication is Undervalued, Part 2 (feat. Jennifer Livingston)

I'm so happy to announce that this week, we have Jennifer Livingston joining us on the show to talk all things communication. Jennifer is a former journalist and newscaster---her perspectives on the importance of getting communication right in the world of work are invaluable. Thanks, Jen!

Sep 08, 202229 minEp. 52

Communication is Undervalued, Part 1

This week, Andy and co-host Dan Strafford kick off a new miniseries on communication in the workplace. Most "Top Ten" lists of skills for the future put communication at or near the top---emphasizing the importance of getting communication right for all employees, not just members of the C-suite.

Sep 01, 202228 minEp. 51
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