Through the SRT Lens: Laying the Foundation for Success with Ellie Hupp

Bigger. Stronger. Faster.

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المحتوى المقدم من Shore Capital Partners. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Shore Capital Partners أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

This Is Woman's Work with Nicole Kalil

1
QUALIFIED: How Competency Checking and Race Collide at Work with Shari Dunn | 284 33:58

منذ 6 أيام33:58

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33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

منذ عام واحد 15:59

MP3•منزل الحلقة

Listen to our podcasts at:

https://www.shorecp.university/podcasts

There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique.

Other ways to connect:

Shore Capital University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

Blog: https://www.shorecp.university/blog

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

35 حلقات

#Center Of Excellence

Bigger. Stronger. Faster.

Through the SRT Lens: Laying the Foundation for Success with Ellie Hupp

Bigger. Stronger. Faster.

published منذ عام واحد

MP3•منزل الحلقة

Listen to our podcasts at:

https://www.shorecp.university/podcasts

Other ways to connect:

Shore Capital University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

Blog: https://www.shorecp.university/blog

35 حلقات

#Center Of Excellence

모든 에피소드

Bigger. Stronger. Faster.

1
Strategy: Developing the Strategic Plan 21:05

منذ 12 يومًا21:05

21:05

In this episode, the Shore Capital Strategic Planning team explores how they partner with portfolio companies to build and execute strategic plans. They discuss bridging the gap between the investment thesis and real-world execution, helping teams prioritize key initiatives, align stakeholders, and make data-driven decisions. Their structured yet adaptable process ensures companies stay focused, respond to market dynamics, and drive sustained growth. Listen to our podcasts at: https://www.shorecp.university/podcasts There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique. Other ways to connect: Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ Blog: https://www.shorecp.university/blog This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.…

Bigger. Stronger. Faster.

1
Through the SRT Lens: The Evolution of SRT with David Korb 22:38

منذ 26 يومًا22:38

22:38

In this episode, David Korb, Director on the Shore Resource Team, shares insights into how the SRT supports portfolio growth and enables faster execution. He discusses key projects, his career journey from consulting to private equity, and how mentorship plays a role in developing future leaders and CFOs. David also reflects on the evolution of the SRT and its growing impact on the Shore Capital portfolio. Listen to our podcasts at: https://www.shorecp.university/podcasts There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique. Other ways to connect: Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ Blog: https://www.shorecp.university/blog This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.…

Bigger. Stronger. Faster.

1
Through the SRT Lens: Laying the Foundation for Success with Ellie Hupp 15:59

منذ 5 weeks15:59

15:59

In this episode, Ellie Hupp, a manager on the Shore Resource Team, shares her journey from financial due diligence to hands-on operational support. She discusses the importance of diversifying skills early in a career, the value of pattern recognition in private equity, and how SRT fosters collaboration across teams. Ellie also reflects on the growth opportunities at Shore and her aspirations for a future C-suite role. Listen to our podcasts at: https://www.shorecp.university/podcasts There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique. Other ways to connect: Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ Blog: https://www.shorecp.university/blog This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.…

Bigger. Stronger. Faster.

1
Strategy: Understanding the Strategic Plan 19:39

منذ 5 weeks19:39

19:39

In this episode, the Shore Capital Strategic Planning team describes their proven approach to creating, managing, and iterating strategic plans with portfolio companies. They highlight timed breakouts, facilitation, and clear documentation to ensure alignment, accelerate idea-sharing, and deliver tangible outcomes. By evolving management processes and clarifying goals, they help companies achieve rapid growth and increased value. Listen to our podcasts at: https://www.shorecp.university/podcasts There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique. Other ways to connect: Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ Blog: https://www.shorecp.university/blog This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.…

Bigger. Stronger. Faster.

1
Through the SRT Lens: Bob Pollard on Growing as a Leader and Mentor 22:43

منذ 8 weeks22:43

22:43

In this episode, Bob Pollard, Senior Director on the Shore Resource Team, shares how the SRT prepared him for a longer-term interim CFO role. He discusses stepping into leadership, driving change, and mentoring team members. Bob also reflects on projects that transformed companies by taking on tasks that the founders did not have the capacity or resources to do before. He speaks about his personal growth as a leader and emphasizes the importance of collaboration and mentorship. Listen to our podcasts at: https://www.shorecp.university/podcasts There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique. Other ways to connect: Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ Blog: https://www.shorecp.university/blog This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.…

Bigger. Stronger. Faster.

1
Through the SRT Lens: Adapting to the Modern CFO Role with Joe Pizetoski 18:16

منذ 11 weeks18:16

18:16

In this episode, Joe Pizetoski reflects on his career and the transition from the Shore Resource Team to the CFO role. He discusses the value of diverse experiences, including his time as interim CFO, and how they prepared him for strategic leadership. Joe highlights the challenges of scaling operations and fostering strong company culture. He emphasizes continuous learning, proactive problem-solving, and developing strategies that drive both individual growth and organizational success. Listen to our podcasts at: https://www.shorecp.university/podcasts There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique. Other ways to connect: Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ Blog: https://www.shorecp.university/blog This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.…

Bigger. Stronger. Faster.

1
Through the SRT Lens: How Hannah Credille Pivoted from Accounting to Operations 22:46

منذ 12 weeks22:46

22:46

In this episode, Hannah Credille shares her journey from an early career in technical accounting to becoming a strategic leader on the Shore Resource Team. She discusses the impact of transitioning to an operationally focused role, her experiences supporting portfolio companies, and her first year, including serving as an interim CFO. Hannah emphasizes the importance of communication, scalability, and developing processes that empower teams and drive success. Listen to our podcasts at: https://www.shorecp.university/podcasts There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique. Other ways to connect: Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ Blog: https://www.shorecp.university/blog This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.…

Bigger. Stronger. Faster.

1
Through the SRT Lens: How Brandon Coan Forged His Path to CFO 23:02

منذ 15 weeks23:02

23:02

In this episode, Brandon Coan, CFO of Hueman People Solutions, reflects on how his experience with the Shore Resource Team prepared him for his first CFO role. He shares stories from his work on 100-day Plans, the challenges of stepping into interim roles, and his transition into full-time leadership at Hueman. Brandon also discusses the lasting impact of his SRT projects and provides valuable insights on leadership, personal growth, and the importance of doing things the right way. Listen to our podcasts at: https://www.shorecp.university/podcasts There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique. Other ways to connect: Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ Blog: https://www.shorecp.university/blog This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.…

Bigger. Stronger. Faster.

1
Research: Supporting the Shore Investment Lifecycle 17:48

منذ 16 weeks17:48

17:48

In this episode, Caitlin Zager dives into how Shore Capital utilizes research to guide investments from initial analysis to exit. She discusses the importance of using data to identify market trends, validate strategies, and adapt to industry changes. Caitlin also provides practical examples of how research drives decision-making and enhances portfolio value, offering a comprehensive view of the insights shaping Shore’s investment approach. Listen to our podcasts at: https://www.shorecp.university/podcasts There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique. Other ways to connect: Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ Blog: https://www.shorecp.university/blog This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.…

Bigger. Stronger. Faster.

1
What Makes a Great CEO: Part V | Executives Bill Clendenen & Michael Burcham on What Gets a CEO Fired 13:50

منذ 19 weeks13:50

13:50

In this episode, Bill Clendenen and Michael Burcham discuss what can get a CEO fired. They outline the CEO’s core responsibilities: setting a clear vision, building the right team, holding people accountable, and fostering a culture of success. Failing to deliver results, lacking transparency with the board, or not hiring quickly enough are key reasons CEOs are let go. The discussion emphasizes the need for honesty, decisiveness, and readiness to meet the fast-paced demands of the CEO role. Listen to our podcasts at: https://www.shorecp.university/podcasts There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique. Other ways to connect: Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ Blog: https://www.shorecp.university/blog This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.…

Bigger. Stronger. Faster.

1
What Makes a Great CEO: Part IV | Executives Bill Clendenen & Michael Burcham on Strategy 19:07

منذ 19 weeks19:07

19:07

In this episode, Bill Clendenen and Michael Burcham explore the essence of strategy for CEOs, explaining how it defines a company's plan to win, while the strategic plan outlines the steps to achieve that goal. Failing to align the organization around the strategy risks confusion and missed opportunities, making it crucial for everyone, from frontline workers to the board, to stay aligned. They also emphasize that strategy is a living tool, evolving with market changes and company growth. Listen to our podcasts at: https://www.shorecp.university/podcasts There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique. Other ways to connect: Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ Blog: https://www.shorecp.university/blog This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.…

Bigger. Stronger. Faster.

1
What Makes a Great CEO: Part III | Executives Bill Clendenen & Michael Burcham on Building a Winning Team 23:43

منذ 19 weeks23:43

23:43

In this episode, Bill Clendenen and Michael Burcham discuss the vital role of team building for CEOs, particularly in scaling businesses. They highlight the importance of hiring a CFO early and stress the need for self-awareness in leadership. CEOs must recognize their strengths and weaknesses to assemble teams that complement their abilities. They stress that building the right team is not just about filling roles but about positioning the company for sustainable growth and long-term success. Listen to our podcasts at: https://www.shorecp.university/podcasts There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique. Other ways to connect: Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ Blog: https://www.shorecp.university/blog This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.…

Bigger. Stronger. Faster.

1
Behind the CXO Title: How Ryan McNally Went a Mile Deep in His Niche 24:13

منذ 21 weeks24:13

24:13

In this episode, Ryan McNally, COO of Courser, reflects on his journey from investment banking and private equity to operations. The CXO Fellows Program was the catalyst for his transition, enabling him to take a deep dive into the IT services industry and move from advising businesses to actively leading them. As Courser has grown, he has focused on process improvement and aligning strategic goals with execution, driving the company’s growth while advancing his leadership journey. Listen to our podcasts at: https://www.shorecp.university/podcasts There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique. Other ways to connect: Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ Blog: https://www.shorecp.university/blog This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.…

Bigger. Stronger. Faster.

1
Behind the CXO Title: Recognizing Your Potential with Beth LaBossiere 27:51

منذ 24 weeks27:51

27:51

In this episode, Beth LaBossiere, Chief of Staff at Whetstone Distribution, shares how the CXO Fellows Program helped her transition from consulting to operations. It was a transition that not only introduced her to a new career path but also to an entirely new industry. This required her to develop a new set of skills, which she accomplished with the support of her team and the CXO network. Through this journey, she uncovered her leadership potential and set her sights on becoming a CEO. Listen to our podcasts at: https://www.shorecp.university/podcasts There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique. Other ways to connect: Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ Blog: https://www.shorecp.university/blog This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.…

Bigger. Stronger. Faster.

1
Behind the CXO Title: Shaping Mark Larsen’s Path to CEO 25:06

منذ 29 weeks25:06

25:06

In this episode, we sit down with Mark Larsen, a CXO alumnus who now serves as the CEO of Connexure, to discuss his remarkable career growth. Mark reflects on his early days as a CXO, explaining why he chose this career path, how failure contributed to his professional development, and the importance of building relationships in the microcap space. He also offers advice for aspiring CXOs on how to optimize their time in the program. Listen to our podcasts at: https://www.shorecp.university/podcasts There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique. Other ways to connect: Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ Blog: https://www.shorecp.university/blog This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.…

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Bigger. Stronger. Faster. « » Through the SRT Lens: Laying the Foundation for Success with Ellie Hupp

Through the SRT Lens: Laying the Foundation for Success with Ellie Hupp

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Through the SRT Lens: Laying the Foundation for Success with Ellie Hupp