Video Library

    Browse recordings of past virtual events, workshops, and webinars anytime. You’ll find topics for leaders of all levels sharing practical systems that you can immediately apply in your organization.

    Are you AI Ready?

    JJ Lattea, Hassan Momin, Patty Rioux
    Co-Founders
    Trybl AI
    Culture / Leadership / Purpose / Relationships

    Are you AI Ready?

    AI is already in your inbox, your workflows, and your competitors’ strategies. The real question is, are you using it to its full potential, or just scratching the surface?

    Join us for a focused session with the Trybl team, designed to meet you where you are and equip you with the clarity, tactics, and confidence to use AI with intention. We’ll kick things off with a quick level-set to align across teams, then dive into two breakout tracks tailored to your role:

    • Track 1: Tactical Prompt Training We’ll walk through how to refine your prompts to get more useful, targeted responses from AI.
    • Track 2: Strategic AI for Leaders Built for leaders asking the big questions: How do I experiment with AI responsibly? How do I implement it in a way that supports my team, not burdens them? This track explores real-world strategies for introducing AI in intentional, scalable ways.

    Come ready to engage and walk away with smarter ways to interact with AI that align with your role and your organization’s mission.

    JJ Lattea, Hassan Momin, Patty Rioux
    Co-Founders
    Trybl AI

    From Purpose to Profit: Creating Cultures that Drive Engagement and Results

    Priscilla Pipho
    Founding Partner
    Balanced Culture Consulting
    Culture / Leadership / Purpose / Relationships

    From Purpose to Profit: Creating Cultures that Drive Engagement and Results

    Companies that are purpose driven and give their employees a connection to their personal “why” are more likely to sustain profitability over time. We know from studies by Gallup and Harvard Business Review that engaged employees are more productive, but how do you accomplish that?

    Priscilla Pipho, founding partner of Balanced Culture Consulting, will help us break down fundamentals of how to implement a culture that connects people and sustains productivity. 

    During the event, we’ll dive into:

    – The importance of purpose and values in leadership focus

    – How values are seen in the stories you tell

    – Behaviors that are key indicators tied to performance

    – Developing others to be successful where they are best suited
    Priscilla Pipho
    Founding Partner
    Balanced Culture Consulting

    Lunch, Learn, & Share: Team Retreats

    Katrina Noelle
    President
    KNow Research
    Community / Culture / Relationships

    Lunch, Learn, & Share: Team Retreats

    Stepping away from day-to-day tasks for a team retreat allows employees to recharge, gain fresh perspectives, and foster deeper connections. This break from routine encourages creative thinking and collaboration, and it ultimately leads to more effective teams and stronger culture.

    KNow Research’s annual offsites are crucial gatherings that unite their distributed team to collaborate on important team initiatives. These offsites provide the team with face-to-face time where they deepen relationships to enhance year-round collaboration. It also grants them dedicated time for solving problems, refining processes, and brainstorming new tools.

    Katrina Noelle, President at KNow Research, will help us explore how team retreats and offsites help strengthen both employees’ work and overall team culture, and she’ll share some of KNow Research’s best practices. Then, we’ll open up the floor for a large group conversation where you can share your experience, and learn from other Small Giants.

    Katrina Noelle
    President
    KNow Research

    Finding Your Most Impactful Stories

    Kristin Sukraw
    Chief Storytelling Officer
    StoryFind
    Community / Culture / Purpose / Relationships

    Finding Your Most Impactful Stories

    Storytelling is your organization’s currency. This ancient art form has the power to literally move your audience to give, support and share the important work you do with the world. If you don’t know where to find your best stories, this session is your roadmap! Pulling from her world as a professional counselor and filmmaker, Kristin Sukraw, Chief Storytelling Officer at StoryFind, will walk you through how to craft a purposeful storyteller list, conduct insightful discovery interviews and ultimately how to choose the best storyteller for your next initiative.

    Kristin Sukraw
    Chief Storytelling Officer
    StoryFind

    Lunch, Learn, & Share: Customer Service Mindset

    Gallie Munoz
    Customer Experience Supervisor
    ClearVision Optical
    Community / Culture / Purpose / Relationships

    Lunch, Learn, & Share: Customer Service Mindset

    Customer service extends far beyond the realm of employees who directly interact with customers. It is a collective responsibility that involves every team member, regardless of their position. Every employee contributes to the overall customer experience.

    With the help of Gallie Munoz, Customer Experience Supervisor at ClearVision Optical, we’ll explore the interconnected roles all employees play in shaping the customer journey. We’ll also dig into strategies to help every teammate recognize their impact.

    Gallie will share ClearVision’s best practices for fostering a customer-centric culture. Then, we’ll open up the floor for a large group conversation. Join us for a collaborative dialogue where you can share your experience, and learn from other Small Giants.

    Gallie Munoz
    Customer Experience Supervisor
    ClearVision Optical

    15 Years in the Making

    Paul Spiegelman
    Small Giants Community

    Bo Burlingham
    Small Giants Community

    Community / Culture / Leadership / Purpose / Relationships

    15 Years in the Making

    It’s hard to believe that it has been 15 years since Bo and Paul started the Small Giants Community! Like many of us, Paul was inspired by Bo’s book and that started a series of conversations, leading to them bringing purpose-driven leaders together as a Community.

    Years later, the principles Bo wrote about in his book are stronger than ever, and we’ve seen the focus on culture and values become company differentiators. All of us continue to benefit from relationships and learnings with like-hearted leaders.

    Join us as Paul and Bo take a walk down memory lane, share stories, challenges and what’s changed over the last 15 years. What happened to the original companies Bo wrote about? How has the Community evolved? Are there newer common characteristics of Small Giants companies? What are Bo and Paul up to now? Bring your questions for a genuine and touching fireside chat!

    Paul Spiegelman
    Small Giants Community

    Bo Burlingham
    Small Giants Community

    Reimagining the Client Experience

    Deanna Walker
    CEO
    Venturity Financial Partners

    Rane Lallier
    VP of Client Experience
    Venturity Financial Partners

    Community / Purpose

    Reimagining the Client Experience

    When the leadership team at Venturity Financial Partners realized they were losing clients at an alarming rate, they knew a new approach was needed. With thoughtful and intentional planning, this CXO and accounting services firm created a dedicated Client Experience work group to revitalize how they worked with clients externally and managed them internally. Fast forward to today, Venturity has a net promoter score of 91 among their clients, when most accounting firms have a score of 40!

    Tune in to learn from Deanna Walker, the CEO, and Rane Lallier, the VP of Client Experience, and dig into how they’ve prioritized and executed on the goal of improving their clients’ life cycle experience, and as a result, reinforcing the company’s core values.

    Deanna Walker
    CEO
    Venturity Financial Partners

    Rane Lallier
    VP of Client Experience
    Venturity Financial Partners

    Speak-Up Culture

    Stephen Shedletzky
    Speaker, Coach, and Leadership Advisor
    Community / Culture / Leadership / Purpose / Relationships

    Speak-Up Culture

    As the Andy Stanley quote goes, “Leaders who do not listen will eventually be surrounded by people who have nothing to say.” And, that silence is dangerous.

    Stephen Shedletzky – or “Shed” to his friends – has focused his career on helping leaders listen to and nurture the voices of others — to foster an environment where people feel it is both psychologically safe and worth it to speak up. In this session, we will uncover how creating such an environment is the responsibility and the advantage of leaders at every level who want to be great at leading and who want to create a better version of humanity while they do it. The bottom line, for everyone, is that organizations with speak-up cultures are safer, more innovative, more engaged, and better-performing than their peers.

    A sought-after speaker, coach, and leadership advisor, Shed has led hundreds of keynote presentations, workshops, and leadership development programs around the world. As a thought leader on psychological safety in the workplace, he works with leaders in all industries where human beings work.

    In this session we will:
    – Unpack the two main questions of a speak-up culture: Is it safe? Is it worth it?
    – Explore why speak-up cultures are good for people and good for business
    – Learn tactical and proven methods to listen to your people and cultivate a feedback rich, speak-up culture
    – Unpack leaders’ responsibility and advantage in building a speak-up culture

    Stephen Shedletzky
    Speaker, Coach, and Leadership Advisor

    Express Your Expertise: Marketing Tactics for Purpose-Driven Companies

    Mark O’Brien
    CEO of Newfangled
    Community / Leadership / Relationships

    Express Your Expertise: Marketing Tactics for Purpose-Driven Companies

    As a Small Giants company, your strong sense of purpose and culture set you apart from the competition in attractive ways. But are you communicating that to your clients, prospective employees, and other stakeholders?

    Mark O’Brien, CEO of Newfangled, will provide strategy and tools for marketing your expertise effectively through digital media. By leveraging tactics that involve social media, email, and online marketing, Mark will explain how to maximize your marketing efforts to gain a wider audience and greater name recognition.

    Takeaways include:

    • The importance of saying no to prospective clients that don’t serve you
    • The power of ubiquity and presenting an expert, empathetic, educational perspective
    • Newfangled’s 5 Pillars of Marketing
    • How to position yourself and your unique expertise
    • The best approach to email marketing
    Mark O’Brien
    CEO of Newfangled

    Better Than Fine: How to get more out of the questions you ask, starting with “How are you?”

    Amber Johnson
    Leadership and Strategy Consultant
    and Former Chief Communications Officer
    Center for Values-Driven Leadership
    Culture / Leadership / Relationships

    Better Than Fine: How to get more out of the questions you ask, starting with “How are you?”

    How many questions do you ask your colleagues a day? How many of those create thoughtful conversations and stronger bonds? Good leadership requires collaboration and getting input so that your whole team feels connected to what they’re doing. But that connection needs to go beyond asking the easy questions like “what do you think?” and “how are you?”. To build a strong team with deep-seated trust requires digging deeper. We need to ask better questions.

    Amber Johnson, a leadership and strategy consultant and former Chief Communications Officer at the Center for Values-Driven Leadership, will facilitate this interactive virtual event. Amber will dive into the value of asking each other better questions, and how we can do so to build trust and strengthen innovation within our teams. Through exercises and discussion, Amber will help you improve your questions to build better relationships and better results.

    Takeaways include:

    • Four times leaders need to stop talking and ask a better question
    • Tips for asking better questions, to improve your leadership
    • Ideas for improving your listening skills
    • How adopting this form of leadership can lead to better relationships + results
    Amber Johnson
    Leadership and Strategy Consultant
    and Former Chief Communications Officer
    Center for Values-Driven Leadership

    Break the Ice: A Toolkit of Team Building & Bonding Activities

    Heidi Baumgart
    COO at Skidmore Studio

    Lisa Whealon
    VP of People and Culture at Deli Star

    Community / Culture / Leadership / Relationships

    Break the Ice: A Toolkit of Team Building & Bonding Activities

    The new year is the perfect time to think about fun and fresh team-building exercises to introduce to your organization. We’ll be talking to two Small Giants leaders who are passionate about making their people feel welcome, included, and understood.

    Lisa Whealon, VP of People and Culture at Deli Star, will talk in detail about how her organization aims to make every new hire feel fully immersed in their team from the onset. This is done through fun, intentional experiences such as a “signing day”, a start day “happy hour”, and completing a recognition profile, just to name a few.

    Once your new hires are immersed, it’s important to continue building those team bonds over time. Heidi Baumgart, COO at Skidmore Studio, will show us how to do just that by walking us through the user manual exercise. This exercise, which combines personal reflection with team development, allows individuals to flex their creativity, while also teaching each other how to best communicate and work together.

    Takeaways include:

    • Tools and experiences to leave a lasting impression from onboarding and beyond
    • Help your team feel known and understood by you and their colleagues
    • Ways to adapt these tools for both in-person and virtual teams
    • How team building exercises can help build trust, communication, and ultimately long tenures

    Heidi Baumgart
    COO at Skidmore Studio

    Lisa Whealon
    VP of People and Culture at Deli Star

    Strive to Thrive: Employee Development Opportunities the Small Giants Way

    Jennifer Trakhtenberg, Senior Talent Leader of ClearVision Optical

    Missy Light, Training & Development Facilitator of Pegasus Logistics Group

    Doug Kueker, Co-Founder & Chief Learning Solutions Officer of Vivayic

    Culture / Leadership / Relationships

    Strive to Thrive: Employee Development Opportunities the Small Giants Way

    You’ve gotten the talent in the door – people who are skilled, have a values alignment with your company, and are a great cultural add – but how do you keep them around? Most employees want room to grow within a company, and see that as a strong reason to stay long term. But we’re not just talking about promotions and title changes; for many Small Giants companies who have a small team or a flat structure, that’s not always possible. So, what are some other ways to help your employees grow, and give them a sense of development that they can be proud of?

    Join us for our next virtual event to dig into the topic of employee development. We’ll talk to Jennifer Trakhtenberg, Senior Talent Leader of ClearVision Optical, Missy Light, Training & Development Facilitator of Pegasus Logistics Group, and Doug Kueker, Co-Founder & Chief Learning Solutions Officer of Vivayic. The panel will cover:

    • Internship programs and how they can be strategic in building your talent pipeline
    • Building Individual Development Plans to encourage learning in both hard and soft skills.
    • The benefits of curating a Skills Inventory.
    • Developing employees to become trainers and mentors.
    • The concept of “lattice learning” and how growth doesn’t have to be a straight line.

    Jennifer Trakhtenberg, Senior Talent Leader of ClearVision Optical

    Missy Light, Training & Development Facilitator of Pegasus Logistics Group

    Doug Kueker, Co-Founder & Chief Learning Solutions Officer of Vivayic

    Are You Recession Ready? What to Know About Our Economic Outlook

    John Burns
    CEO and Founder of John Burns Real Estate Consulting
    Finance

    Are You Recession Ready? What to Know About Our Economic Outlook

    Economic changes create concerns as well as opportunities for Small Giants who stay one step ahead of their competitors. Join us for a virtual conversation with John Burns, CEO and Founder of John Burns Real Estate Consulting, whose 110-person firm monitors cycles carefully for executives at some of the largest investment companies in the country. Loren Feldman, the Founder of 21 Hats and a journalist who has reported on small businesses for more than 20 years, will facilitate the discussion. As two Small Giants business leaders who have their pulse on the current economic climate, they’ll discuss how people should prepare themselves and their businesses to navigate these uncertain times, and what to expect in the months ahead. Attendees of this virtual Q&A session will learn:

    • What news is real versus sensational
    • What the Fed wants to accomplish, and what that likely means for your business
    • What risks and opportunities potentially exist that aren’t immediately apparent
    • How to prepare financially and operationally, and
    • How to communicate to your team in uncertain times
    John Burns
    CEO and Founder of John Burns Real Estate Consulting

    Develop and Retain Your Best Leaders: A Small Giants Panel

    Paul Spiegelman
    Small Giants Community co-founder 
    Community / Leadership / Purpose / Relationships

    Develop and Retain Your Best Leaders: A Small Giants Panel

    Have you identified your bench of future leaders? Are they confident, emotionally-intelligent individuals who are prepared to lead? Is your organization struggling to have its values understood and practiced at every level of the organization?

    In this panel discussion facilitated by Small Giants Community co-founder Paul Spiegelman, three Small Giants Leadership Academy graduates will share how the experience has impacted their leadership and organizations. These leaders will share what it’s really like to participate in the Leadership Academy and reflect on the most impactful takeaways from their year of learning.

    The Small Giants Leadership Academy is a nine-month training program for emerging purpose-driven leaders to learn and grow together. With enrollment now open for the next class, this is your chance to hear from graduates and understand the program from the perspective of those who have experienced it.

    Find out why one graduate called the Leadership Academy “the perfect program for an emerging leader” and learn about “the lifelong relationships with amazing people” that continue to serve graduates to this day. We’ll also answer your questions about the program, like who in your organization is the right fit and how this experience can fundamentally change the trajectory of your organization.

     
    Paul Spiegelman
    Small Giants Community co-founder 

    Inside Out: How to Market Your Cultural Story Consistently

    Jim Hume
    Founder of Phire Group

    Community / Culture / Purpose

    Inside Out: How to Market Your Cultural Story Consistently

    When it comes to marketing and branding, many companies create internal documents touting their culture to employees (ie the classic ‘mission, vision, values’ poster), and then separately produce external messaging of what they think the outside world wants to see and hear. In reality, these are two content streams that should have little to no divergence at all.

    As Small Giants Community leaders, many of you may inherently understand this, but the execution side can be easier said than done. For our next virtual event, Jim Hume, founder of Phire Group, will guide us through his company’s proven process of practical ways to bring these two worlds together and create one cohesive brand that spotlights your culture authentically.

    Jim Hume
    Founder of Phire Group

    The Future of Work with Steve Cadigan

    Paul Spiegelman
    Small Giants Community Co-Founder

    Steve Cadigan
    Author,Workquake: Embracing the Aftershocks of COVID-19 to Create a Better Model of Working

    Culture / Leadership / Relationships

    The Future of Work with Steve Cadigan

    It’s no secret that companies and employees across the globe have experienced a lot of change in the last couple of years. The pandemic has turned many of our notions about work on their heads, but it doesn’t all have to be viewed as insurmountable challenges. Here to help us navigate this new working world is Steve Cadigan.

    Steve is a sought-after speaker and talent advisor, and he has worked with some of the world’s leading organizations across a span of industries. Through research and years of experience, Steve emphasizes the adaptability of organizations around their people, and finding quality, aligned talent to build the best teams possible.

    Last year, Steve published his first book, Workquake: Embracing the Aftershocks of COVID-19 to Create a Better Model of Working. Rather than focusing on the persistent language that human skills will be increasingly replaced by automation and AI, Steve wants to change the conversation. In Workquake, he talks about how being human has never been more critical and how we have more agency in applying our talents than any other time in history. He dives deep into this topic, which has been accelerated by COVID-19, through case studies, stories, and his own experiences.

    Join us as Small Giants Community Co-Founder, Paul Spiegelman moderates an interactive conversation with Steve Cadigan about his book, his projections for the future of work, and more.

    Paul Spiegelman
    Small Giants Community Co-Founder

    Steve Cadigan
    Author,Workquake: Embracing the Aftershocks of COVID-19 to Create a Better Model of Working

    January 2022 Virtual Event: The Biology of Cost and ROI

    Sonia Funk
    Owner of The Whole Avocado
    Community / Culture / Leadership

    January 2022 Virtual Event: The Biology of Cost and ROI

    Sonia Funk is a registered Nutritional Therapist, as well as a Corporate Wellness Strategist and the owner of The Whole Avocado. She’s traveled the world as a teacher and student, and has learned a lot about wellness through her many adventures (she describes her life as “Eat Pray Love” meets “Forrest Gump”). Her work with The Whole Avocado is a culmination of over 15 years of work and research.

    Taking care of your physical and mental health (and that of your employees) isn’t just good for yourself – it makes perfect business sense.

    Invest in your business by investing in your employees. Attend our next virtual event with Wellness Strategist and Registered Nutritional Therapist, Sonia Funk, and learn from her the three aspects of health to incorporate into your strategy.

    Sonia will present the reality of human experience, turn it into biology and timelines, and then right back into numbers, explaining the impact on your business’s bottom line. By applying an evolved perspective to problems in your company, you’ll be able to answer old questions from a new angle, and see the long-term ROI for you and your employees.

    Watch this virtual event for these takeaways:

    1. Three new questions to use that will give you an advantageous shift in perspective on company issues such as mental health, culture, benefit costs and stress leave.
    2. Understanding how to take our biological health and use it for strategic metrics.
    3. A map of the timelines operating in your company, the costs associated with them, and a vision for what a compassionate (empathy in action) intervention could look like.
    4. Numbers-based permission to care.
    Sonia Funk
    Owner of The Whole Avocado

    Build Culture, Boost Growth with Employee Ownership

    Delcie Bean
    CEO of Paragus Strategic IT

    Jerry Ripperger
    VP of Stock Plan Services Consulting at Principal

    Creating & Maintaining Culture / Culture

    Build Culture, Boost Growth with Employee Ownership

    Delcie Bean started the company that became Paragus when he was 13 years old. As Paragus has become one of the most successful, fastest-growing IT firms in the region, Delcie has increased his commitment to humanitarian causes and dedication to the community. In 2014, he created Tech Foundry, an educational nonprofit designed to address the need for a skilled IT workforce in the region by providing in-depth training for underrepresented communities. He also believes in giving back to his employees. Paragus has a unique Employee Stock Ownership Plan (ESOP) structure that puts ownership of 40% of the company in the hands of its 50-plus employees. Paragus is a Forbes Small Giant company.

    As an advocate for owners and employees of growing businesses, Jerry Reipperger tours the country educating advisors on serving their business-owner clients. Currently he focuses on implementing employee stock ownership plans (ESOPs) and equity compensation plans (both long term incentive plans and employee stock purchase plans. Jerry is an industry-recognized benefits spokesperson and author with articles published in numerous trade publications. He’s also been quoted by the Associated Press, New York Times, BusinessWeek, Forbes, CNN/Money, Dow Jones, and Wall Street Journal. For more than 30 years, Jerry has been consulting with advisors and businesses on benefit programs including consumer-driven health care, health savings accounts, health reimbursement arrangements and wellness programs. Jerry has degrees in management, economics and business from the University of Northern Iowa and Drake University.


    There are more than 7,000 ESOPs in the United States, covering more than 14 million employee-owners. Beyond that, there are countless more organizations that have pursued their own models for employee ownership, and when you consider the benefits on company culture and business outcomes, it’s surprising that more companies haven’t followed suit. So, is employee ownership right for your business?

    Employee ownership requires a strong understanding of the company’s culture, a purpose-driven direction, and avid communication with employees, particularly when it comes to finances. Many Small Giants businesses already have these systems in place, or strive to improve upon them, making employee ownership a potential route to success.

    But where to begin? Join Delcie Bean, CEO of Paragus Strategic IT, as he tells of his journey to turning Paragus into an ESOP and the insights he learned along the way. Alongside him will be Jerry Ripperger, VP of Stock Plan Services Consulting at Principal, whose in-depth knowledge on the subject from an overhead perspective ranges from government influence to client experience.

    During this one-hour panel discussion, you’ll learn:

      • Examples of different paths that may lead to employee ownership
      • How to determine if an ESOP is right for your company, plus possible stumbling blocks along the way and how to minimize them
      • The benefits of flexibility, potential growth, and leaving a lasting legacy that become available when you take on employee ownership

    Delcie Bean
    CEO of Paragus Strategic IT

    Jerry Ripperger
    VP of Stock Plan Services Consulting at Principal

    The Life-Changing Benefits Your Employees Really Want

    Beth Rivera
    Head of the People Team at UncommonGoods

    Khalilah “KO” Olokunola
    VP of Human Resources for TRU Colors Brewing

    Creating & Maintaining Culture

    The Life-Changing Benefits Your Employees Really Want

    Beth Rivera: Beth Rivera is the Head of the People Team at UncommonGoods, an eCommerce company that offers remarkable designs by independent makers, with a positive impact on both people and our planet, since early 2018. Prior to joining UncommonGoods, Beth spent over 20 years at UBM, a global B2B events company, in various roles in HR (such as Divisional Head of HR, Learning and Organizational Development), starting her career at UBM and some of its’ subsidiaries since graduating from the University at Albany. Beth is a native New Yorker, born, raised, and still living in Queens, NY.


    KO, Khalilah Olokunola: KO is VP of Human Resources for TRU Colors Brewing, a company that hires active and rival gang members. In this position, she is the force behind defining a company culture that drives both personal and professional growth. KO is a passionate advocate for workplace diversity, inclusion, and second-chance hiring. She is an accomplished author, speaker and coach.


    How could your team thrive if you were all empowered to live a full and balanced life? Employee benefits can be life-changing for your team members and dramatically improve the financial, mental and overall well-being of themselves and their families.

    Small Giants believe in building an organization that takes care of employees in the totality of their lives, knowing that when your team members thrive, business will too. At a time when many companies are reexamining and revising the benefits they offer, why not create great ones that better support and care for your employees?

    In this one-hour panel, hear from two visionary leaders who are on the forefront of offering employee benefits that support the ability to live balanced, fulfilled lives in and out of work: Khalilah “KO” Olokunola, Chief People Officer of TRU Colors Brewing and Beth Rivera, Head of the People Team at UncommonGoods. Each leader will share specific examples of the most impactful benefits they offer, why, and the details you should know in order to bring them to your own organization. We’ll also answer your questions throughout the panel.

    Watch this virtual panel to learn:

    • How top companies design family-friendly policies like generous and inclusive paid family leave to care for newborn or seriously ill family members
    • The most impactful policies for workers right now, like: pay equity, flexible working hours, mental health resources, job training, and professional development
    • The benefits each leader plans to add, remove, or adjust as a result of lessons learned the past year

    Beth Rivera
    Head of the People Team at UncommonGoods

    Khalilah “KO” Olokunola
    VP of Human Resources for TRU Colors Brewing

    Is Your Organization Prepared for the “Turnover Tsunami”?

    Bob Glazer
    Entrepreneur, Best-Selling Author and Speaker, Founder & CEO at Acceleration Partners

    JeVon McCormick
    President & CEO of Scribe Media

    Culture

    Is Your Organization Prepared for the “Turnover Tsunami”?

    Bob Glazer: Entrepreneur, Best-Selling Author and Speaker, Founder & CEO @ Acceleration Partners which is an international affiliate marketing company. Acceleration Partners was a Forbes SG. Bob has spoken at the summit and his colleagues have also taught in the Leadership Academy.

    JeVon McCormick: He’s made millions in the stock market (even though he didn’t go to college), he was the President of a software company (even though he can’t code) and he’s currently the CEO of a publishing company (even though he can’t spell). JeVon is the President & CEO of Scribe Media – a publishing company. JeVon spoke at a previous summit.


    There’s a wave of turnover coming your way – half of workers intend to look for a new job this year. Is your organization prepared to weather the turnover tsunami?

    As the pandemic eases, many workers are resuming the job searches they put on pause during the pandemic, and they’re joined by droves of people who are burned out, disengaged, or simply seeking other options in the new remote landscape. We want to help you and your team prepare for the turnover that’s coming.

    Watch this month’s virtual panel to learn how to:

    • Build and manage your talent pool to make hiring more efficient
    • Cultivate employee loyalty and engagement to boost retention
    • Navigate employee departures transparently in order to protect your culture
    • 30-minute, facilitated breakouts at the end of the call to share best practices and discuss challenges with fellow purpose-driven leaders

    Bob Glazer
    Entrepreneur, Best-Selling Author and Speaker, Founder & CEO at Acceleration Partners

    JeVon McCormick
    President & CEO of Scribe Media

    Diversity, Equity & Inclusion in the Workplace

    Jes Osrow
    Co-Founder of The Rise Journey – HR, DEI, and Org Development Consulting & Head of Learning and Development at Quartet Health

    MicheleLewis Watts, Ph.D.
    Chief Equity Officer at Woods & Watts Effect & Director and Assistant Professor of Sport Management at Madonna University

    Sommer Woods
    Chief Inclusion Officer at Woods & Watts

    Culture

    Diversity, Equity & Inclusion in the Workplace

    In a truly equitable and inclusive workplace, people of all backgrounds and identities feel valued and respected and have an equal opportunity to be successful. Organizations that cultivate an inclusive culture often earn deeper trust and loyalty from team members and enjoy more innovation and increased revenue growth. But what strategies actually work when it comes to racial equity in the workplace?

    In this one-hour roundtable, we covered your most pressing challenges and questions around race and equity at work, including:

    • Practical ways to cultivate inclusion in all areas of the workplace
    • Common pitfalls that undermine your organization’s DE&I efforts
    • Tools and strategies to build understanding in your organization

    Jes Osrow
    Co-Founder of The Rise Journey – HR, DEI, and Org Development Consulting & Head of Learning and Development at Quartet Health

    MicheleLewis Watts, Ph.D.
    Chief Equity Officer at Woods & Watts Effect & Director and Assistant Professor of Sport Management at Madonna University

    Sommer Woods
    Chief Inclusion Officer at Woods & Watts

    Fireside Chat with Jack Stack

    Jack Stack and Paul Spiegelman
    Culture

    Fireside Chat with Jack Stack

    In this fireside chat, Jack Stack, father of the Great Game of Business and economist, speaks to the financial state of small businesses in America a year after the COVID-19 pandemic began. Facilitated by Small Giants Community co-founder Paul Spiegelman, this conversation helps leaders know what they can expect economically over the next 12 months, how to prepare, and how to get their whole team involved in helping businesses thrive.

    Jack Stack and Paul Spiegelman

    How to: Hire and Onboard Virtually

    Advice for Small Giants Leaders from Small Giants Leaders
    Culture

    How to: Hire and Onboard Virtually

    With companies facing the reality of ongoing virtual work, leaders are stepping up to the challenge of recruiting, hiring, and onboarding employees they’ve never met. In this roundtable, we facilitated a discussion among purpose-driven leaders about the best practical tips for hiring and onboarding employees in a virtual work world.

    Advice for Small Giants Leaders from Small Giants Leaders

    How to: Set a Vision and Goals

    Advice for Small Giants Leaders from Small Giants Leaders
    Culture

    How to: Set a Vision and Goals

    Coming off the heels of a year of uncertainty, setting goals and a vision for the future is more important than ever. In this roundtable discussion, we facilitated a conversation with Small Giants leaders who are experts in organizational, individual, and personal goal setting. We discussed:

    •  How to weave personal and organizational goes into daily conversations with employees
    • How to create a line of sight for employees between their day-to-day tasks and the company’s goals and vision
    • How to encourage and support employees’ personal goals and personal vision? – How do you set goals during uncertain times?
    Advice for Small Giants Leaders from Small Giants Leaders

    How to: Support Your Team’s Mental Health

    Advice for Small Giants Leaders from Small Giants Leaders
    Culture / Leadership

    How to: Support Your Team’s Mental Health

    Worried about the mental health of your employees? Struggling to genuinely connect with your team members while they work from home? Not sure how to have tough conversations with your team about the impact of current events?

    In the midst of a global pandemic, nationwide protests for racial justice, multiple wildfires, economic uncertainty, and social isolation, there’s another crisis looming in the near future: our mental health. The events of this year are taking a toll on our mental health, and many business leaders are wondering how to support mental health in the workplace — especially with so many people working from home.

    We opened up our Zoom room and brought leaders together for an informal, open roundtable discussion to share strategies for supporting employee mental health and advice for how to approach this topic with compassion, honesty, and openness.

    We discussed:

    • How to start the conversation around mental health with employees
    • How to support varying experiences across your team
    • How leaders can model mental health and well-being
    • Balancing productivity with mental health needs
    • Mental health tools and resources

    Click to view notes from the roundtable.

     
    Advice for Small Giants Leaders from Small Giants Leaders

    How to: Define and Describe Your Organizational Culture

    Carl Erickson
    Atomic Object
    Culture / Purpose

    How to: Define and Describe Your Organizational Culture

    Company culture is a squishy idea and notoriously tough to formalize. Carefully defining your culture is work, often hard work. Yet doing this work makes hundreds of future decisions much easier.

    In this interactive workshop, Carl Erickson, founder and chairman of Atomic Object, shared his culture framework that’s eighteen years in the making, using Atomic’s culture at each level in the framework to illustrate each element.

     
    Carl Erickson
    Atomic Object

    The Time to Invest in Your Financial Future is Now

    Isaac Presley
    Cordant Wealth Partners
    Finance

    The Time to Invest in Your Financial Future is Now

    During this interactive session, Isaac Presley, President and CEO of Cordant Wealth Partners, answered participants’ financial planning questions and taught them about setting financial goals, managing cash flow, 401(k) investing, and how to make the most of your company stock.

    We covered:

    • How to set financial goals and prioritize paying down debt
    • How to build an emergency fund and save for your future
    • Making the most of your 401(k) and company stock
    • Making confident investment decisions in your 401(k) account

    You can also invite Isaac to do a presentation like this for your entire team by reaching out to isaac@cordantwealth.com.

    Isaac Presley
    Cordant Wealth Partners

    5 Traits of High-Performing Teams

    Amber Johnson, Ph.D.
    Center for Values Driven Leadership

    Jim Ludema, Ph.D.
    Center for Values Driven Leadership

    Culture

    5 Traits of High-Performing Teams

    What does science have to say about leading high-performing teams? What are the driving behaviors and how can you encourage them within your own organization? In this interactive workshop, Amber Johnson, Ph.D., and Jim Ludema, Ph.D. brought evidence-based insights for leading high performing teams and shared strategies for implementing them with your team.

    We covered:

    • The 5 traits of high-performing teams
    • Building psychological safety
    • Fostering a growth mindset
    • Leveraging your team’s strengths
    • How to develop your team members

    Amber Johnson, Ph.D.
    Center for Values Driven Leadership

    Jim Ludema, Ph.D.
    Center for Values Driven Leadership

    Juggling Kids, Work, and a Pandemic: A Small Giants Roundtable

    Advice for Small Giants Leaders from Small Giants Leaders
    Culture

    Juggling Kids, Work, and a Pandemic: A Small Giants Roundtable

    Are you a parent with school-aged children at home? Or a leader with team members who have young children at home? Chances are you’re pretty stressed out right now — managing work and home life just got a whole lot harder, and with many schools switching to partial or fully remote learning, it’s a long road ahead.

    We rolled out the welcome mat to our Zoom room and brought working parents and leaders together for a casual, open roundtable discussion to share strategies for managing work and family stress, supporting team members with children, and how to approach homeschooling as a working parent.

    With so many (awesome!) parents in the Small Giants Community — leaders, emerging leaders, and employees alike — we want to do our part to tackle this challenge as a community. This was an idea-sharing session and open dialogue around your greatest challenges, strategies that are working for you, and how you think employers can support team members through this.

     
    Advice for Small Giants Leaders from Small Giants Leaders

    Developing Your Bench of Leaders: A Small Giants Leadership Academy Panel

    Torey Carter-Conneen
    AILA
    Leslie DeMent
    Tailwind

    Leadership

    Developing Your Bench of Leaders: A Small Giants Leadership Academy Panel

    Have you identified your bench of future leaders? Are they confident, emotionally-intelligent individuals who are prepared to lead? Is your organization struggling to have its values understood and practiced at every level of the organization?

    In this panel discussion facilitated by Small Giants Community co-founder Paul Spiegelman, two Small Giants Leadership Academy graduates shared how the experience has impacted their leadership and organizations.

    Torey Carter-Conneen
    AILA
    Leslie DeMent
    Tailwind

    How to: Set Clear Expectations for Everyone on Your Team

    Bill Flynn
    Catalyst Growth Advisors
    Culture

    How to: Set Clear Expectations for Everyone on Your Team

    In this workshop, Bill Flynn lead attendess through a exercise to get clear around job roles and employee expectations. This is a simple concept but challenging practice. Answering the question, “why does this person get paid,” and using it to build job descriptions, role expectations, and one-on-one meeting frameworks will create clarity and alignment throughout the organization.
    Bill Flynn
    Catalyst Growth Advisors

    Financial Outlook for Small Giants Companies

    Chris McKee
    Venturity

    Mackey McNeill
    Mackey Advisors

    Wayne Titus
    AMDG Services

    Finance

    Financial Outlook for Small Giants Companies

    In this panel discussion, financial experts shared insights and tools to help you navigate the current economy, understand loan regulations and plan for the future — all through the lens of purpose-driven leadership. We’ll covered:

    • Loans and PPP regulations
    • Why weekly cash flow management is vital for business survival
    • Forecasting and budgeting for the remainder of 2020 -Preparing for future unexpected financial challenges

    Chris McKee
    Venturity

    Mackey McNeill
    Mackey Advisors

    Wayne Titus
    AMDG Services

    How to: Lead with Purpose in Turbulent Times

    Zach Mercurio
    Author, Researcher
    Leadership

    How to: Lead with Purpose in Turbulent Times

    In times of change, the most effective leaders are those who create positivity and psychological safety for their team members. Watch the recording of this virtual workshop with Zach Mercurio, Ph.D., to learn how to identify and focus on the three most important aspects of change leadership: the purposeful, the positive, and the possible and put it into action at your organization.

    Participants in this virtual workshop:

    • Learned what positive and purposeful change leadership looks like
    • Completed an assessment to determine their strengths as a leader specifically in times to change
    • Drew on past experiences to identify techniques for navigating change
    Zach Mercurio
    Author, Researcher

    How to: Recognize Employees for Living Your Company’s Core Values

    Kim Horkavy
    Community Impact Newspaper
    Culture

    How to: Recognize Employees for Living Your Company’s Core Values

    One of the best ways to instill your company’s values into its culture is to reward employees when they act in alignment with your company’s values.

    In the strongest company cultures, core values aren’t just words on the wall — they’re the steadfast principles that guide everything from strategy to hiring and customer service. Employees at every level know them, connect with them, use them in their everyday language, and base decisions around them.

    In this workshop, attendees learned:

    • The most meaningful ways to recognize and train employees around your core values
    • How to use your core values to energize your meetings
    • What you can do every month to celebrate your company values
    Kim Horkavy
    Community Impact Newspaper

    Guided Meditation for Leaders

    Rob Dubé
    imageOne
    Leadership

    Guided Meditation for Leaders

    Get calm and present with this virtual guided meditation session led by Small Giants leader Rob Dubé. In this session, Rob leads the group through a 10-minute guided meditation and helps us all examine six simple habits to help us thrive in uncertain times.

    Rob Dubé
    imageOne

    How to: Make Connection Easy While Remote

    Chad Littlefield
    We and Me, Inc.
    Culture

    How to: Make Connection Easy While Remote

    When teams have trust and psychological safety, they take the kind of social risks that transform organizations.

    Especially in times of crisis, it’s important to know how to forge meaningful connections with your team members and offer the trust and support they need. Forbes calls Chad Littlefield, co-founder and Chief Experience Officer of We and Me, Inc., a “global expert on asking questions that build trust and connection in teams.” In this free, virtual workshop, leaders and entrepreneurs will connect, share current experiences and work together to learn how to adapt.

    By the end of the workshop, attendees walked away with two concrete, actionable tools for amplifying connection, belonging, and trust in your own organization during these challenging times.

    We covered:
    • Research and practical experience around building workplace relationships
    • How to break down communication barriers, in-person and virtually
    • Tools and strategies for sparking genuine connection and deeper conversation

    Chad Littlefield
    We and Me, Inc.

    How to: Care for Virtual Employees

    Anna Brozek
    Big Cartel
    Culture

    How to: Care for Virtual Employees

    In response to the COVID-19 pandemic, teams across the country suddenly find themselves in virtual work situations. This can pose a challenge to culture-focused companies that want to care for their employees. The good news: the principles of a positive culture translate to sustainable virtual environments, too — and they offer exciting new ways to engage team members and do great work. In this workshop, we heard from Small Giants leader and CEO of Big Cartel, Anna Brozek, about how their entirely virtual team stays connected, productive, and culturally aligned.

    We covered:
    • Building a positive culture with virtual teams
    • The best tools to use to communicate with virtual and local employees
    • Fun ways to surprise and engage employees from afar

    Anna Brozek
    Big Cartel

    How to: Create a Successful Onboarding Program

    Connor Lynch
    Rescue Agency
    Culture

    How to: Create a Successful Onboarding Program

    Learn how to create an employee onboarding program that sets new team members up for success and ensures you retain top talent. From the first handshake to the six-month mark, onboarding is an involved, dynamic process that demands time, attention, and resources.

    In this workshop led by Connor Lynch of Rescue Agency, attendees learned how to create an employee onboarding program that sets new team members up for success and ensures you retain top talent.

    We covered:

    • Planning out a new hire’s most important first experiences on the job
    • Measuring a new hire’s progress in their first six months
    • Implementing feedback mechanisms for the new hire and your team
    Connor Lynch
    Rescue Agency

    How to Hire Culturally-Aligned A-Players

    Vivian Lee
    Arkadium
    Culture

    How to Hire Culturally-Aligned A-Players

    Small Giants leaders know that hiring the wrong person is costly, time-consuming, and can do serious cultural damage. But even with the best intentions, without a strong hiring process, wrong hires can still sneak in.

    In this Fishbowl (a.k.a. webinar!) we’ll learn from Vivian Lee, SVP of People Innovation at Arkadium about their process for hiring top candidates quickly and ensuring they’re culturally aligned.

    Arkadium’s interview process is thoughtful and strategic: all hiring managers follow an interview guide that is anchored in the position’s scorecard and defines what success in the role looks like. In this Fishbowl, you’ll learn about:

    • The questions to ask to ensure cultural fit
    • Arkadium’s philosophy that finding top candidates is the manager’s priority, not HR’s
    • How to create your own interview guide for each role
    • How to use an interview guide to combat interview bias
    • How to remain disciplined in your recruiting and interview processes
    Vivian Lee
    Arkadium

    The Process of Culture

    Shawn Burcham
    PFSbrands
    Culture

    The Process of Culture

    Having a great company culture doesn’t just happen — a great culture is built on processes and discipline in all areas of your organization.
     
    In this Fishbowl (a.k.a. webinar!) we learned from Shawn Burcham, CEO of PFSbrands, about how his team has systematized their culture by integrating their core values into how they recruit, hire, fire, train, and review employees.
     
    You’ll hear about how PFSbrands screens for culture fit, reinforces values, and creates a culture of feedback.
     
    This Fishbowl will cover how to:
    • Be systematic in your hiring process
    • Hire for core values: your organization’s and the candidate’s
    • Use surveying, 360 reviews, and Net Promoter Score to create a culture of feedback
    Shawn Burcham
    PFSbrands

    Exit Options for Purpose-Driven Entrepreneurs

    Michael Whelchel
    Big Path Capital

    Zane Adams
    Buchi

    Finance

    Exit Options for Purpose-Driven Entrepreneurs

    For purpose-driven entrepreneurs, the company’s mission is a top priority. When it comes to exploring exit options, it can be difficult to make the right choice that will protect the company’s culture, reward its employees, and allow the founder to leave a lasting legacy.
     

    In this month’s Fishbowl (a.k.a. webinar!) attendees learned from Michael Whelchel of Big Path Capital and Zane Adams of Buchi about how purpose-driven leaders can raise new capital or sell majority or minority parts of their businesses while protecting the company’s mission above all else. Tune into the recording to learn:

    • How to achieve sustainable, purpose-aligned growth when seeking outside capital
    • How to ensure your purpose is a top priority when evaluating exit options
    • How to evaluate investment partners for cultural alignment

    Michael Whelchel
    Big Path Capital

    Zane Adams
    Buchi

    Building Culture in Virtual Teams

    Behfar Jahanshahi
    InterWorks
    Culture

    Building Culture in Virtual Teams

    Positive workplaces don’t happen by accident. Purpose-driven leaders know that behind the best company cultures, you’ll find leaders who put in consistent, intentional hard work to build this aspect of their organization.

    But, what happens to the culture if you and your employees don’t see each other every day? What happens to the camaraderie and trust that make positive, successful companies? How do you build and maintain your culture with a virtual or distributed team?

    In this webinar, attendees learned from 2019 Forbes Small Giants leader Behfar Jahanshahi on how InterWorks’ culture grew and flourished as its team became a distributed workforce.

    He covered:

    • How to build or maintain your company’s close-knit, positive culture among a virtual or distributed team
    • How InterWorks’ culture grew with them as they went from one physical office location to having employees in co-working spaces and home offices around the world
    • The software tools you can use to conduct meaningful, virtual meetings
    • How to proactively stay connected to employees you don’t see every day
    • How to cultivate trust and camaraderie among employees no matter where they are
    Behfar Jahanshahi
    InterWorks

    How to Create a Results-Focused Culture

    Ashton Adair
    Mojo Media Labs
    Culture

    How to Create a Results-Focused Culture

    Learn how this agency became a ROWE – a Results Only Work Environment – and how this approach creates a culture of autonomy, flexibility, and results.

    In a ROWE, meetings are optional and employees work when and where they’re most productive. Results and quality become the key drivers of success — resulting in higher employee engagement, more quality work, and better overall efficiency within your business. In this Fishbowl (a.k.a. webinar!) attendees heard from Ashton Adair, Director of People and Engagement at Mojo Media Labs about how Mojo became a ROWE and the impact this system has had on the business, its operations, and employees’ lives. We learned:

    • What it means to be a ROWE (Results Only Work Environment)
    • Why ROWE can be a good fit for purpose-driven businesses
    • How to prime your business for becoming a ROWE
    • Challenges to avoid and lessons learned in becoming a ROWE
    • How to use a results-focused environment to attract top talent
    • How to measure results and quality
    • What results-focused practices you can adopt even if you don’t become a full ROWE
    Ashton Adair
    Mojo Media Labs

    How to Build Your Leadership Bench

    Paul Dreyer
    Avid4 Adventure
    Leadership

    How to Build Your Leadership Bench

    In this Fishbowl featuring Paul Dreyer, Chief Empowerment Officer of Avid4 Adventure, attendees learned how this outdoor adventure company maintains healthy, intentional growth by developing an active pipeline of future leaders.
     
    Avid4 Adventure has seen 25-40 percent annual growth over the past decade. As revenue increased, their need for more people also increased. But just creating more seats around the table is not healthy growth — you have to make sure you have the right people in the right seats.
     
    This need led to the development of Avid4 Adventure’s 3-Year Staffing Plan — a plan that helps them stay ahead of the staffing growth curve while putting a heavy focus on personal and professional development for full-time and seasonal employees.
     
    In this Fishbowl, attendees learned:
    • How transparency and over-communicating predicted future staffing needs lead to better applicants and better hires
    • How Avid4 Adventure develops future internal candidates
    • How to create your own three-year staffing plan
    Paul Dreyer
    Avid4 Adventure

    Start the Conversation about Mental Health in the Workplace

    Meg Switala and Karen Nelson
    TiER1 Performance
    Culture

    Start the Conversation about Mental Health in the Workplace

    One in five US adults experiences a mental illness in a given year — and even more experience the struggles through a friend or family member. Despite its prevalence in our lives, the stigma associated with mental illness often prevents open discussion about it. Ultimately, this stigma delays diagnosis and treatment — and the conversation can be even harder to have in the workplace.

    Opening the dialogue and creating a safe and accepting environment to talk about mental health is just another way purpose-driven leaders can care for employees in the totality of their lives, as well as, support them to do their best work.

    In this Fishbowl, Meg Switala and Karen Nelson of TiER1 Performance shared their process for leveraging the workplace for starting the conversation about mental health. Attendees learned about their experience following this journey at TiER1 and the positive impact it has had on their employees’ lives and their company culture.

    From this Fishbowl, attendees learned:

    • What you need to launch a successful Start the Conversation program
    • The specific communication schedule, themes, and messaging they used to encourage open communication around mental health
    • Simple-to-implement practices that will create a trusting space for employees
    • The direct results this program had on their organization and its individual employees
    Meg Switala and Karen Nelson
    TiER1 Performance

    Opening the Books is Only the Beginning: How to Teach Employees Financial Literacy

    Steve Baker
    Great Game of Business
    Finance

    Opening the Books is Only the Beginning: How to Teach Employees Financial Literacy

    Small Giants believe in financial transparency — sharing financials with your team arms them with information that helps them make better decisions for your business.

    But opening the books is only the beginning. In order to get the most out of being a financially transparent company, you have to help your employees become financially literate and understand the stories behind the numbers.

    For example: Do your employees know how much revenue it takes for the business to make $1 in profit?

    In this webinar, Steve Baker, Vice President at the Great Game of Business, walked us through exercises you can use with your team to teach basic financial literacy and how to use that knowledge to make better business and personal decisions.

    Steve Baker
    Great Game of Business

    Win the War for Talent with One Word

    Jay Wilkinson
    Firespring
    Leadership

    Win the War for Talent with One Word

    Through the experience of being fired as CEO of his own company, Jay Wilkinson learned the importance of showing his employees that he cares. By making them feel loved, being vulnerable and including them in important decisions, his employees remained loyal despite being asked to work longer hours and take massive pay cuts. During his leadership journey, Jay learned that the word “love” needs to be used more often in business. 
     
    In this Fishbowl, attendees learned:
    • How to retain great employees by showing them love
    • How to make every employee feel seen and appreciated
    • Why being vulnerable is the best way to show employees you care
    Jay Wilkinson
    Firespring

    Successfully Integrating Mindfulness Into Your Leadership Culture

    Rob Dube
    imageOne
    Leadership

    Successfully Integrating Mindfulness Into Your Leadership Culture

    Check out the recording of this interactive fishbowl (a.k.a webinar!) with Small Giants leader and mindfulness expert Rob Dube. Rob is the author and founder of donothing: the most rewarding leadership challenge you will ever take.

    In this Fishbowl, attendees learned how meditation will help you become a more mindful leader and person by:

    • Having a clear and settled mind
    • Cultivating calm when you’re anxious
    • Improving your sleep
    • Being at your best each day
    Rob Dube
    imageOne

    Building a Thriving Millennial Workforce

    Chris Stakich
    Rustic Pathways
    Culture

    Building a Thriving Millennial Workforce

    What’s the secret to attracting and retaining millennial employees? It’s simpler than you might think — today’s workforce values an employer that cares for them in the totality of their lives. It sounds simple, but what does that approach look like in practice? In this Fishbowl, Chris Stakich, CEO of Rustic Pathways, will share the six-prong framework his company uses to attract, develop, and retain a workforce of more than 200 millennials across the globe. Based on Tony Robbins’ Six Core Human Needs, Rustic Pathways has cracked the code for engaging millennials.

    Attendees learned how to create an environment where team members:

    • Feel secure
    • Experience variety
    • Build self-worth
    • Create deep connections
    • Grow personally and professionally
    • Give back
    Chris Stakich
    Rustic Pathways

    How to Use Feedback to Bring Your Company Values to Life

    Jonathan Raymond
    Refound
    Culture

    How to Use Feedback to Bring Your Company Values to Life

    Everyone is talking about feedback and one-on-ones, but how do you make sure you’re truly adding value and not just checking a box? More to the point, how do you use feedback to help the team embody your company values in their day-to-day interactions. It turns out that it’s one-part mindset shift and one part tactical. In this fishbowl, attendees learned from Jonathan Raymond, author of Good Authority and CEO at Refound, on how to give feedback in a way that feels natural, acknowledges power imbalances, and brings your company values to life.

    Key Takeaways:

    • How to structure feedback using questions and observations
    • The mindset shift to become a great people manager
    • What to do when you feel like you’ve given feedback but nothing changes
    • How to take ownership of your contribution to a stuck situation
    • Why boundaries are the most critical — and most avoided — ingredient in effective feedback
    • How to use The Accountability Dial to give timely, thought provoking feedback
    Jonathan Raymond
    Refound

    Understanding Motivation: Using Maslow’s Hierarchy of Needs to Foster Better Business Relationships

    Chip Conley
    Joie de Vivre Hospitality

    Relationships

    Understanding Motivation: Using Maslow’s Hierarchy of Needs to Foster Better Business Relationships

    In this Fishbowl, we heard from Chip Conley, the founder and former CEO of America’s Joie de Vivre Hospitality and the Strategic Advisor for Hospitality and Leadership at Airbnb. Conley explained how applying psychology to understand his stakeholders’ motivations helped him:

    • Create a joyful workplace for himself and his employees
    • Make his customers more delighted and loyal
    • Create the conditions for legacy and financial success to the approval of his investors

    Chip Conley
    Joie de Vivre Hospitality

    How to Preserve Mission & Values Through Exit & Growth Strategies

    Michael Whelchel
    Big Path Capital

    Matt O’Hayer
    Vital Farms

    Finance

    How to Preserve Mission & Values Through Exit & Growth Strategies

    There comes a point in time, when all Founders and CEOs must exit their business. One opportunity Small Giants may consider is searching for liquidity options that won’t jeopardize their company’s core purpose. The introduction of outside capital, whether a minority or majority liquidity, represents a vulnerable decision point that can have permanent effects on the mission, future, and legacy of a company. In this fishbowl discussion, Michael Whelchel, Co-Founder & Managing Partner of Big Path Capital, and Matt O’Hayer, Founder & CEO of Vital Farms, highlighted exit and liquidity options for Small Giants, with a special focus on how to preserve mission through your company’s most important financial transactions.

    Key Takeaways:

    Attendees leanred about the following exit & liquidity options with a special focus on preserving purpose & values. The webinar addressed these questions:

    • Who is the best buyer (private equity, family office, holding company, ESOP)?
    • What are the pros and cons of each?
    • If I don’t want to sell majority control, what are my options?
    • What can I do now to get ready for a future transaction?

    Michael Whelchel
    Big Path Capital

    Matt O’Hayer
    Vital Farms

    How to Bring Transparency and Accountability to Career Trajectory and Raises

    Karen Clark Cole & Brigitt Rains
    Blink UX
    Culture

    How to Bring Transparency and Accountability to Career Trajectory and Raises

    Deciding when an employee should receive a promotion or a raise can be difficult, especially when deciding how much. In this fishbowl, Karen Clark Cole, CEO & Founder of Blink UX, and Brigitt Rains, Director of Operations, shared how they developed an internal system to make career trajectory, promotions, and asking for raises transparent and easy in their organization.

    Key Takeaways:

    • Learn how to develop a career trajectory path for employees
    • Learn how to develop a system for asking for raises
    • Learn about he GrowTool system, which Blink UX built to monitor both systems
    Karen Clark Cole & Brigitt Rains
    Blink UX

    A Strengths-Based Culture: Boosting Your People and Your Profits

    Heidi Convery
    Flourish LLC
    Creating & Maintaining Culture / Culture / Leadership

    A Strengths-Based Culture: Boosting Your People and Your Profits

    One key attribute that differentiates a Small Giant from other businesses is the devotion given to employee development. We know that when people feel valued in their workplace, they work harder. How much harder? 6 times, to be exact. Can you imagine walking in on Monday morning to the buzz of folks working hard and loving it because their Strengths are at work? Motivated employees results in motivated profits…and there’s nothing wrong with motivated profits.

    Heidi Convery, a Gallup Certified Strengths Coach and founder of Flourish LLC, introduced attendees to the productivity and profitability effects of building a Strengths based organization.

    Key Takeaways

    • An introduction to Gallup’s CliftonStrengths Assessment and Movement
    • Understanding Your Strengths and How to Leverage Them as a Leader
    • Ways to Incorporate Strengths into Your Everyday Culture
    • Introducing the Process of Claiming Our Strengths
    • Aiding Employees in Utilizing Their Strengths in Their Roles

    Leaders were encouraged to take the Top 5 Clifton Strengths Assessment before the fishbowl.

    Heidi Convery
    Flourish LLC

    How to Both Measure & Increase Your Company Culture’s ROI

    Kris Boesch
    Choose People
    Creating & Maintaining Culture / Culture / Finance

    How to Both Measure & Increase Your Company Culture’s ROI

    Small Giants understand that culture dramatically drives and impacts profit. As the width of your team’s smiles expands, so does your bottom-line. In this energized fishbowl, Kris Boesch, CEO and Founder of Choose People, weaves valuable content, enlightening stories and tangible no-cost ways to help you improve the impact of your culture on your bottom-line. Participants were able to take her doable best practices and lessons learned and implement them within their organizations to see immediate results.

    Key Takeaways Include:

    • The Bottom-Line Business Case for Happy Employees
    • How to Measure Your Company Culture’s ROI
    • The Role of Compensation, Incentives and Bonuses
    • The 3 Pillars to Creating and Keeping Happy Employees
    Kris Boesch
    Choose People

    How to Drive Business Results by Letting Your Employees Bring Their Souls to Work

    Scott Moorehead
    Culture of Good

    Ryan McCarty
    Culture of Good

    Culture

    How to Drive Business Results by Letting Your Employees Bring Their Souls to Work

    Building culture in your company is a crucial component to being a Small Giant. What differentiates a Small Giant from others is their focus to embed culture into their business strategy. Culture of Good, a company that built an emotional operating system, teaches for-profit companies how to operate their business with the soul of a non-profit. How do we do this? By creating community programming that gets employees excited and passionate about their work. In this fishbowl, attendees learned from Culture of Good Co-founders Scott Moorehead and Ryan McCarty, on how to increase employee engagement and get better team results by letting your employees bring their souls to work.

    Key Takeaways

    • How to start building a culture strategy to see the cultural results you hope to achieve
    • How to create community programming that drives employee engagement
    • How giving your employees permission to care is the secret to engaging them on a soul level
    • How to drive profits by investing in your people rather than seeing profit as evil
    • Introduction to 5 promises that if lived up to become pillars you can build your business on
    • Learn how to measure culture in ways that empower employees to lead your efforts in building a culture of good

    Scott Moorehead
    Culture of Good

    Ryan McCarty
    Culture of Good

    How to Bring Your Purpose to Life

    Haley Rushing
    The Purpose Institute
    Purpose

    How to Bring Your Purpose to Life

    In this fishbowl, attendees learned from The Purpose Institute’s co-founder and Chief Purposologist, Haley Rushing, on how to bring the power of your organization’s purpose to life in a systematic, meaningful and sustainable way. She covered a wide range of activation areas including how to use your purpose to drive recruitment and talent management, how to create purpose-driven customer experiences, how to use it as a springboard for innovation, how it can intersect and amplify CSR efforts and, most importantly, how to establish purpose-driven metrics of success.

    In this fishbowl, attendees learned the following key takeaways:

    • A brief overview of all the benefits that accrue from having a powerful purpose at the heart of your organization
    • Tips on how to articulate your purpose in the most powerful way possible
    • A game plan for closing the gap between the aspiration purpose statement and the reality
    • Best practices for activating purpose throughout your organization including: recruitment and talent management, customer experiences, CSR efforts
    •  How to establish purpose-driven metrics of success
    Haley Rushing
    The Purpose Institute

    Behind The Scenes: Mastering the Pre-work to Hire an Exceptional Candidate

    Amy Whipple 
    Purple Squirrel Advisors

    Carrie Schochet
    Purple Squirrel Advisors

    Culture / Hiring & Firing

    Behind The Scenes: Mastering the Pre-work to Hire an Exceptional Candidate

    Amy Whipple and Carrie Schochet of Purple Squirrel Advisors specialize in customized recruiting in the accounting, finance, human resources and operations functions for companies across industries and ranging from 8 million to 700 million in revenue. In this interactive Fishbowl, attendees learned about the aspects of recruiting and hiring that Amy and Carrie have identified as crucial to bringing exceptional candidates on board, including how to write comprehensive job descriptions, identifying and avoiding common discrepancies when writing job descriptions, and mastering behavioral interviewing.

    In this Fishbowl, attendees learned the following key takeaways:

    • Learn about the Acumax assessment and how its results reveal candidates decision-making abilities
    • Learn about the most common disconnects when writing job descriptions and how you can avoid these pitfalls on your own leadership team
    • How and why companies should write comprehensive job descriptions which include company culture, history, tactical responsibilities, as well as a six-month trajectory plan (when possible)
    • How to use behavioral interview questions effectively in your job interviews – and walk away with a worksheet on behavioral questions as well!

    Amy Whipple 
    Purple Squirrel Advisors

    Carrie Schochet
    Purple Squirrel Advisors

    The Feedback Loop: How to Give and Receive

    Claire Lew
    Know Your Company
    Culture / Feedback / Purpose

    The Feedback Loop: How to Give and Receive

    How do you tell a top-performing employee something that they don’t want to hear? How do you take in feedback from your employees, without coming across as defensive? Giving and receiving feedback well are two of the most-valued – yet difficult to master – skills for any leader. Claire Lew, , has spent her working life studying 15,000+ leaders and employees in 25 countries to develop a methodology for The Feedback Loop: How to Give & Receive Feedback Well. After over three years of research across hundreds of companies, Claire will share a playbook for how the most effective leaders give and receive feedback.

    Key takeaways:

    • A deep understanding of why we dismiss tough feedback
    • How to handle feedback you disagree with
    • Five techniques for receiving tough feedback well
    • Research on how receptive employees are to tough feedback
    • How to tell an employee that they are wrong or that they messed up
    • A proven four-step framework for giving tough feedback to employees
    Claire Lew
    Know Your Company

    How to Deliver an Extraordinary Customer Experience

    Joel Pearlman
    imageOne
    Culture of Customer Service / Relationships

    How to Deliver an Extraordinary Customer Experience

    Cultivating meaningful relationships with customers is part of being a Small Giant. However, what separates a Small Giant from others, is their ability to embed customer service into their culture. imageOne, a document lifecycle management company, has created a culture of customer service that has generated millions in revenue. In this fishbowl, you will learn from imageOne Co-founder, Joel Pearlman, on how to systematize and quantify customer service in your organization:

    Key Takeaways

    • Why extraordinary customer service starts with an extraordinary culture
    • How to create a customer centric culture – the imageOne way
    • How to quantify exceptional customer service (and use this as a differentiator from your competitors)
    • How to anticipate customer needs and build genuine relationships
    • Learn innovative ways to get new referrals
    Joel Pearlman
    imageOne

    Community: How to Save the Environment While Engaging Employees

    Liz Zavodsky
    Northwest Earth Institute
    Community Engagement

    Community: How to Save the Environment While Engaging Employees

    In this fishbowl discussion, Liz Zavodsky, Director of Membership & Engagement at Northwest Earth Institute, shared examples of meaningful community engagement and how this impacts employee engagement.

    Key Takeaways:

    • Learn how community programming can impact employee engagement and build stronger bonds
    • Learn what EcoChallenge is and how you can implement the community programming in your organization right away
    • Learn what Community and Sustainability Discussion Courses are, how you can facilitate them, and how they can be a tool for meaningful engagement in your organization
    • Learn best practices from organizations that have successfully implemented and completed EcoChallenge and Discussion Courses and the internal and external impact this had on their Communities
    Liz Zavodsky
    Northwest Earth Institute

    From Me to We: Creating a Culture of Leaders

    Candice Gouge
    Pegasus Logistics
    Culture / Leadership

    From Me to We: Creating a Culture of Leaders

    In 2014, Pegasus Logistics faced a crisis – employees were leaving, the culture was decimating, and sales were at a stall. So, when a group of dedicated longtime employees formed a “coup” and took to the leadership team about what needed to change: investing in employee development was one of the first on the agenda. Now, 3 years later, Pegasus’ sales and culture are thriving, including higher employee engagement levels, productivity, and overall retention. Candice Gouge, Talent and Culture Cultivator, at Pegasus Logistics discussed the employee development tools she designed and implemented to create a culture of leaders including Individual Development Plans and multi-level leadership tracks for all employees.

    Key Takeaways

    • Learn what an Individual Development Plan (IDP) is and how it can be used to engage employees and help them achieve their goals
    • Learn how to create IDPs for employees and how to incorporate them into management one-one-ones and check-ins
    • Learn about the multi-level leadership tracks Pegasus has implemented, so that all employees have a clear destination to the leadership roles they are interested in
    • Receive samples of both Individual Development Plans and Leadership Track Materials to take back to your organization
    Candice Gouge
    Pegasus Logistics

    How Much to Spend on Company Culture to Truly Impact The Bottom Line

    Mills Snell
    Pendleton Street Advisors

    Matt Morley
    Pendleton Street Advisors

    Culture / Finance

    How Much to Spend on Company Culture to Truly Impact The Bottom Line

    In this fishbowl, Mills Snell and Matt Morley from Pendleton Street Advisors, shared what to measure when tracking investment in company culture and what trends to look for over time.

    Key Takeaways:

    • Review the basics of a financial statement and identify which line items to pay attention to when tracking company culture
    • Learn what to do with this data and how to interpret it over the longterm.
    • Share your own experiences and questions in regard to measuring investment in culture with a subject matter expert.

    Mills Snell
    Pendleton Street Advisors

    Matt Morley
    Pendleton Street Advisors

    A Small Giants Final Bow: How a Responsible Exit Strategy Impacts Your Legacy

    Paul Spiegelman
    Small Giants Community

    Kris Maynard
    Essential Ingredients

    Jill Nelson
    Ruby Receptionists

    Exit Strategy / Finance

    A Small Giants Final Bow: How a Responsible Exit Strategy Impacts Your Legacy

    In this panel discussion, attendees heard two values-driven leaders share their succession stories: Kris Maynard of Essential Ingredients will share how he implemented an employee stock ownership plan (ESOP) and Jill Nelson of Ruby Receptionists will share how she sold her majority share to a culturally-conscious and responsible venture capitalist firm.

    Key Takeaways

    • Hear how two values-driven leaders successfully transitioned ownership, implemented their decision, and the impacts of their decisions
    • Learn how to begin the process of an ESOP at your company
    • Learn how to vet and find a venture capitalist firm that you can trust
    • Gain insights on the timing and best practices for designing an exit strategy
    • Hear practical strategies for preserving your culture and values beyond your lifetime

    Paul Spiegelman
    Small Giants Community

    Kris Maynard
    Essential Ingredients

    Jill Nelson
    Ruby Receptionists

    Coherent Leadership: How Your Physiological State Impacts Your Ability to Lead

    Tyler Mongan
    Heart Lab, LLC
    Idea Generation & Strategy / Leadership

    Coherent Leadership: How Your Physiological State Impacts Your Ability to Lead

    A powerful mindset is only one aspect of good leadership. Leaders also need to infuse that mindset into their teams and culture. Research in human physiology is revealing that when the heart and brain are working together we enter a coherent state and our frame of mind shifts. We increase cognitive function, increase creativity, increase decision-making abilities, and decrease cortisol (the stress hormone). How you show up physiologically as a leader matters more than you think. Interestingly, when we change our physiological state, we also influence the physiological state of the people we interact with. As teams enter physiologically coherent states together they are more authentic, feel more supported, are more productive, and more innovative. Attendees joined Tyler Mongan from Heart Lab as we explored human physiology, coherent leadership and how your physiology impacts your company.

    Key Takeaways

    • Learn About the Science of Brain and Heart Coherence
    • Discover How Physiological Coherence Influence Your State
    • Experience Simple Techniques to Develop Coherent Physiological States
    • Learn How to be a more Coherent Leader
    • Discover How Coherent Leaders are more authentic, more connected with their teams, and create a more innovative culture
    Tyler Mongan
    Heart Lab, LLC

    Are You Leading in A Bubble? Challenges of Leading A Values-Driven Company

    Chris Hutchinson
    Trebuchet Group
    Culture

    Are You Leading in A Bubble? Challenges of Leading A Values-Driven Company

    Values-driven leadership is something we all strive for as Small Giants leaders. But as Chris Hutchinson has discovered through his work with leaders and teams, it is not easy to get the right level of engagement from our teams. There really can be “too much of a good thing” when it comes to values-driven leadership. Through a short pre- questionnaire, participants will begin to evaluate how their leadership style is impacting employee engagement and positive conflict. During the interactive Leadership Fishbowl, Chris shared practical tools to help leaders generate positive conflict and employee participation.

    Chris Hutchinson
    Trebuchet Group

    So Your Culture is Great, but Does the Talent Pool Know That?

    Shawn Busse
    Kinesis

    Culture / Hiring & Firing

    So Your Culture is Great, but Does the Talent Pool Know That?

    We all know that hiring for culture is key. But in order to attract the right talent, your brand has to accurately communicate your company culture. In this day and age of transparency and access to information, everything is interrelated: for example, if you’ve got a great customer-centric website, but no talk of employees, you’re dramatically limiting your candidate pool. Similarly, if you’ve got a great culture, but a weak external brand (bad website, limited social media, poor community engagement) you’ll miss out on great talent looking for something special.

    In this interactive workshop, Shawn showed attendees how to identify shortfalls in their brand communications, bringing them closer to delivering a consistent message that accurately conveys your company culture.

    Shawn Busse
    Kinesis

    The Power of Beliefs in Business

    Ari Weinzweig
    Zingerman’s
    Purpose

    The Power of Beliefs in Business

    Ari Weinzweig, Owner and Founding Partner of Zingerman’s, shares his learnings from his book: A Lapsed Anarchist’s Approach to The Power of Beliefs in Business. In this Fishbowl, Ari will take a look at how our beliefs play out in our day to day experiences in the workplace, and how we and our workplaces are impacted by those beliefs. Whether we accept it or not, what we believe about ourselves, about our organization, our co-workers, our boss, the work that we do and our ability to do it will significantly alter the outcomes we are seeking to achieve. Best of all, Ari will address how by becoming more mindful of our beliefs, we can effectively alter them and change the way we see our work and the world. And radically alter the outcomes we get from our efforts.
    Ari Weinzweig
    Zingerman’s

    Getting Started on Change

    Brad Herrmann
    Text-Em-All

    Hai Nguyen
    Text-Em-All

    Purpose

    Getting Started on Change

    Brad Herrmann
    Text-Em-All

    Hai Nguyen
    Text-Em-All

    Top-of-Mind: The Truth on Creating Habits to Stay on Top of People’s Minds

    John Hall
    Influence & Co.
    Purpose

    Top-of-Mind: The Truth on Creating Habits to Stay on Top of People’s Minds

    John Hall
    Influence & Co.

    Writing to Lead

    Jim Kalb
    OptiFuse
    Leadership

    Writing to Lead

    Jim Kalb
    OptiFuse

    Culture Shock: Getting Your Team Onboard with a Culture Revamp

    Paul Spiegelman
    Small Giants Community
    Culture

    Culture Shock: Getting Your Team Onboard with a Culture Revamp

    Paul Spiegelman
    Small Giants Community

    Evaluating Performance

    David Dussault
    P1 Ventures
    Leadership

    Evaluating Performance

    David Dussault
    P1 Ventures

    How to do Recognition Right (and for free)

    Lara Morrow
    Stericycle
    Culture

    How to do Recognition Right (and for free)

    Lara Morrow
    Stericycle

    Screening for Value

    Tom McCrary & Art Saxby
    Chief Outsiders
    Purpose

    Screening for Value

    At Chief Outsiders, Tom & Art believe that culture is their primary competitive advantage. It is what allows them to attract and retain the best talent who create the most value for their clients. Their approach to hiring for culture is rooted in their core values. Join Tom McCrary, Managing Partner, and Art Saxby, CEO and Founder for a conversation about their process for vetting values in the hiring process.

    Tom McCrary & Art Saxby
    Chief Outsiders

    Managing the Risk of the Right Person

    Chris Manley
    Engenius
    Leadership

    Managing the Risk of the Right Person

    Chris Manley
    Engenius

    Finding Peace of Mind

    Rob Dube
    imageOne

    Finding Peace of Mind

    Rob Dube
    imageOne

    Banking on Community

    Nick Sarillo
    Nick’s Pizza & Pub
    Community

    Banking on Community

    Nick Sarillo
    Nick’s Pizza & Pub

    6 Qs for Building a Great Business Online

    Jim Mullaney
    EDOC Service
    Leadership

    6 Qs for Building a Great Business Online

    Jim Mullaney
    EDOC Service

    Managing Millennials

    Erin Walter
    nuphoriq
    Leadership

    Managing Millennials

    Erin Walter
    nuphoriq

    Heroes, Lovers, Rebels and Brands (!?)

    Sunny Bonnell
    Motto

    Ashleigh Hansberger
    Motto

    Community

    Heroes, Lovers, Rebels and Brands (!?)

    Sunny Bonnell
    Motto

    Ashleigh Hansberger
    Motto

    Mission Driven Hiring

    Shari Erdman
    Reell
    Hiring & Firing

    Mission Driven Hiring

    Shari Erdman
    Reell

    Building Community Through the Cloud

    Doug Kueker
    Vivayic
    Community

    Building Community Through the Cloud

    Doug Kueker
    Vivayic

    Building a Bridge to Community

    Chris Manley
    Engenius
    Community

    Building a Bridge to Community

    Chris Manley
    Engenius

    Rally of Reell

    Kyle Smith
    Reell
    Purpose

    Rally of Reell

    Kyle Smith
    Reell

    Scaling Culture

    Paul Spiegelman
    Small Giants Community
    Culture

    Scaling Culture

    Paul Spiegelman
    Small Giants Community

    A Chat with Bo Burlingham

    Bo Burlingham
    Small Giants Community
    Leadership

    A Chat with Bo Burlingham

    Bo Burlingham
    Small Giants Community

    Coaching to the Positive

    Nick Sarillo
    Nick’s Pizza & Pub
    Culture

    Coaching to the Positive

    Nick Sarillo
    Nick’s Pizza & Pub

    Employees, ________ & Engagement

    Mike Rose
    Mojo Media Labs

    Employees, ________ & Engagement

    Mike Rose
    Mojo Media Labs

    Right Projects and Right People

    Theron Lalla
    Marcel Digital
    Culture / Relationships

    Right Projects and Right People

    Theron Lalla
    Marcel Digital

    Mechanics of Value in the Workplace

    Paul Spiegelman
    Small Giants Community
    Culture

    Mechanics of Value in the Workplace

    Paul Spiegelman
    Small Giants Community

    Value(s) of the Sale

    Raul Candeloro
    VendaMais
    Finance

    Value(s) of the Sale

    Raul Candeloro
    VendaMais

    Design Thinking

    Beverly Ingle
    Savage Brands
    Culture

    Design Thinking

    Beverly Ingle
    Savage Brands

    Intentional Energy & Leadership

    Anese Cavanaugh
    IEP Method
    Leadership

    Intentional Energy & Leadership

    Anese Cavanaugh
    IEP Method

    Get Involved with Small Giants

    Discover opportunities to support our community through sponsorship or donations, and explore the exciting speakers, activities, and more at our Summit event.