Bigger. Stronger. Faster.
Episodes
Building the Future of Clinical Research with PhaseWell | Carsten Bick - Microcap Moments
17 Dec 2025
Contributed by Lukas
In this episode, Carsten Bick shares his path from building healthcare services businesses to leading PhaseWell Research. He reflects on what drew him...
Win the Day, Every Day | Elizabeth Smyers - Everyday Heroes
10 Dec 2025
Contributed by Lukas
In this episode, Elizabeth Smyers shares her journey from occupational therapist to Chief Innovation Officer at PRO-spectus and the mission-driven min...
Inspiring the Next Generation: Jordan Baltimore’s Vision for RISE - Microcap Moments
04 Dec 2025
Contributed by Lukas
In this episode, Jordan Baltimore reflects on his unlikely path from volunteering to rake a baseball field to founding New York Empire Baseball and le...
Behind the CXO Title: Alison Shekman on Going Slow to Go Fast
11 Sep 2025
Contributed by Lukas
In this episode, I talk with Alison Shekman, Chief of Staff at PhaseWell Research and a member of the CXO Fellows Program. Alison shares her journey f...
Behind the CXO Title: Driving Value Through Progress with Preethi Menon
09 Sep 2025
Contributed by Lukas
In this episode, we sit down with Preethi Menon, Senior Vice President of Integrations and Partnerships at Empower Aesthetics. After nearly a decade i...
Behind the CXO Title: Prioritizing What Matters Most with Will Cook
28 Aug 2025
Contributed by Lukas
In this episode, we sit down with Will Cook, Chief of Staff at Skycrest Roof Co. Will shares his unique path from consulting to serving as an infantry...
Behind the CXO Title: Rachel Scott Garrison on Managing Stakeholders and Relentless Prioritization
21 Aug 2025
Contributed by Lukas
In this episode, we sit down with Rachel Scott Garrison, CXO at Agentis Longevity. Rachel shares her journey from Dell, Visa, and Deloitte into the mi...
Behind the CXO Title: Chris Dardi on Building Something Bigger Than Himself
30 Jul 2025
Contributed by Lukas
In this episode, we sit down with Chris Dardi, an alumnus of the CXO Fellows Program who was CFO of Behavioral Innovations at the time of recording an...
Shore University: How We Customize Talent Development
10 Jul 2025
Contributed by Lukas
In this episode, Anderson Williams, Principal of Talent Development, is joined by Jackson Sprayberry, Director of Talent Development, and Ben Gilbert,...
Shore University: Building a Scalable Learning Platform
18 Jun 2025
Contributed by Lukas
In this episode, Michael Burcham, Chief of Strategy, Research, and Talent Development, joins Anderson Williams, Principal of Talent Development, along...
Shore University: Why Talent Development Matters
11 Jun 2025
Contributed by Lukas
In this episode, Michael Burcham, Chief of Strategy, Research, and Talent Development, joins Anderson Williams, Principal of Talent Development at Sho...
Accelerating Growth with a Commercial Center of Excellence | Zachary Nippert
08 May 2025
Contributed by Lukas
In this episode, Zachary Nippert, Chief Commercial Officer at Shore Capital, discusses building out the Commercial Center of Excellence (COE) to accel...
Events: Building Meaningful Connections
06 Mar 2025
Contributed by Lukas
In this episode, Head of Events at Shore Capital, Julia Dilday, shares insights into how thoughtful event design and relationship-building strengthen ...
Strategy: Developing the Strategic Plan
20 Feb 2025
Contributed by Lukas
In this episode, the Shore Capital Strategic Planning team explores how they partner with portfolio companies to build and execute strategic plans. Th...
Through the SRT Lens: The Evolution of SRT with David Korb
06 Feb 2025
Contributed by Lukas
In this episode, David Korb, Director on the Shore Resource Team, shares insights into how the SRT supports portfolio growth and enables faster execut...
Through the SRT Lens: Laying the Foundation for Success with Ellie Hupp
30 Jan 2025
Contributed by Lukas
In this episode, Ellie Hupp, a manager on the Shore Resource Team, shares her journey from financial due diligence to hands-on operational support. Sh...
Strategy: Understanding the Strategic Plan
27 Jan 2025
Contributed by Lukas
In this episode, the Shore Capital Strategic Planning team describes their proven approach to creating, managing, and iterating strategic plans with p...
Through the SRT Lens: Bob Pollard on Growing as a Leader and Mentor
08 Jan 2025
Contributed by Lukas
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 discu...
Through the SRT Lens: Adapting to the Modern CFO Role with Joe Pizetoski
18 Dec 2024
Contributed by Lukas
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 diver...
Through the SRT Lens: How Hannah Credille Pivoted from Accounting to Operations
11 Dec 2024
Contributed by Lukas
In this episode, Hannah Credille shares her journey from an early career in technical accounting to becoming a strategic leader on the Shore Resource ...
Through the SRT Lens: How Brandon Coan Forged His Path to CFO
20 Nov 2024
Contributed by Lukas
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 ...
Research: Supporting the Shore Investment Lifecycle
13 Nov 2024
Contributed by Lukas
In this episode, Caitlin Zager dives into how Shore Capital utilizes research to guide investments from initial analysis to exit. She discusses the im...
What Makes a Great CEO: Part V | Executives Bill Clendenen & Michael Burcham on What Gets a CEO Fired
25 Oct 2024
Contributed by Lukas
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 ...
What Makes a Great CEO: Part IV | Executives Bill Clendenen & Michael Burcham on Strategy
24 Oct 2024
Contributed by Lukas
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...
What Makes a Great CEO: Part III | Executives Bill Clendenen & Michael Burcham on Building a Winning Team
23 Oct 2024
Contributed by Lukas
In this episode, Bill Clendenen and Michael Burcham discuss the vital role of team building for CEOs, particularly in scaling businesses. They highlig...
Behind the CXO Title: How Ryan McNally Went a Mile Deep in His Niche
09 Oct 2024
Contributed by Lukas
In this episode, Ryan McNally, COO of Courser, reflects on his journey from investment banking and private equity to operations. The CXO Fellows Progr...
Behind the CXO Title: Recognizing Your Potential with Beth LaBossiere
18 Sep 2024
Contributed by Lukas
In this episode, Beth LaBossiere, Chief of Staff at Whetstone Distribution, shares how the CXO Fellows Program helped her transition from consulting t...
Behind the CXO Title: Shaping Mark Larsen’s Path to CEO
14 Aug 2024
Contributed by Lukas
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 ref...
Behind the CXO Title: Emily Kahn Reflects on a Year of Growth and Change
07 Aug 2024
Contributed by Lukas
In this episode, Emily Kahn reflects on her first year with Shore Capital's CXO Fellows Program. She shares her transition from being a consultant to ...
Behind the CXO Title: Rising to the Challenge with Rob Collins
12 Jul 2024
Contributed by Lukas
In this episode, Rob Collins of SENTA Partners discusses his experience with Shore Capital's CXO Fellows program. He details joining SENTA unconventio...
What Makes a Great CEO: Part II | Executives Bill Clendenen & Michael Burcham on Excelling as a Shore Capital CEO
31 May 2024
Contributed by Lukas
In this episode, seasoned executives Bill Clendenen and Michael Burcham discuss what it takes to become a successful CEO within a Shore Capital portfo...
What Makes a Great CEO: Part I | Executives Bill Clendenen & Michael Burcham on Leadership Excellence
17 Apr 2024
Contributed by Lukas
In this episode, seasoned executives Bill Clendenen and Michael Burcham discuss the crucial attributes of a successful CEO, especially within private ...
The Partnership Development Team
20 Mar 2024
Contributed by Lukas
In this episode, we welcome Jeff Williams, COO of Shore, and Max Martineau, Chief of Staff, who discuss the Partnership Development Team (PDT) and its...
The CFO Cohort
21 Feb 2024
Contributed by Lukas
In this episode, we welcome Jeff Williams, COO of Shore, and Riley Looser, Head of the Resource Team, who discuss Shore's approach to CFO operations i...
Executive Talent Acquisition - Conor Leamy
24 Jan 2024
Contributed by Lukas
In this episode, we're joined by Conor Leamy, Shore's Chief Talent Officer, who sheds light on his team’s strategic use of pattern recognition and d...
HR Center of Excellence - Sarah Gabriel
06 Dec 2023
Contributed by Lukas
Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs came from operating careers to provide subject matt...
Technology Center of Excellence - Imran Shaikh
08 Nov 2023
Contributed by Lukas
Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs came from operating careers to provide subject matt...
Continuous Improvement Center of Excellence - Kevin Williams
18 Oct 2023
Contributed by Lukas
Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs came from operating careers to provide subject matt...
RCM Center of Excellence - Sarah Hirsch
20 Sep 2023
Contributed by Lukas
Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs came from operating careers to provide subject matt...
The Leadership Academy
16 Aug 2023
Contributed by Lukas
In this episode, we discuss Shore Capital’s approach to Talent Development, specifically through Shore University’s Leadership Academies. We’ll ...
Payor Center of Excellence - Christy Vitulli
19 Jul 2023
Contributed by Lukas
Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs came from operating careers to provide subject matt...
Data Center of Excellence - Ross Koenig
21 Jun 2023
Contributed by Lukas
Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs came from operating careers to provide subject matt...
The Shore Resource Team
17 May 2023
Contributed by Lukas
The Shore Resource Team (SRT) is a dedicated team of finance and operations professionals within Shore Capital. SRT offers support, expertise, and ban...
The Shore Capital CXO Program
19 Apr 2023
Contributed by Lukas
The Shore Capital CXO Executive Program seeks to place highly motivated and hungry young executives into Chief of Staff positions throughout the count...
Strategy: Shore Support and Execution
15 Mar 2023
Contributed by Lukas
Shore’s proprietary strategic planning process is a success enabler for companies to get out of the gates fast and effectively. This episode details...
Strategy: The Shore Capital Approach
15 Feb 2023
Contributed by Lukas
In this episode, we discuss the Shore Capital Partners collaborative approach to strategy setting. We'll explore the process and how it creates alignm...
Lead Independent Directors: The Evolution
11 Jan 2023
Contributed by Lukas
Lead Independent Directors (LIDs) not only bring deep operational experience to Shore Capital Boards of Directors but their role grows and evolves wit...
Lead Independent Directors: The Definition
15 Nov 2022
Contributed by Lukas
In this episode, we talk about the role of the Lead Independent Director, who they are, how they help, and why Shore Capital Partners has invested in ...