Part 1 of 2: “Utility Mergers & Acquisitions: Reflections from The Room Where It Happened”

Leadership Lyceum: A CEO's Virtual Mentor

Leadership Lyceum: A CEO's Virtual Mentor

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…

for 8 år siden 39:16

MP3•Episode hjem

Part 1 of 2: “Utility Mergers & Acquisitions: Reflections from The Room Where It Happened” Interview with McKinsey & Company Emeritus, Dr. Les Silverman, former Lead Independent Director of Pepco and Independent Director of Columbia Pipeline Group (CPG); Mr. Robert (Bob) Skaggs, former CEO of NiSource and then CEO of CPG; and Mr. Joseph (Joe) Rigby, former Chief Executive Officer of Pepco.

Welcome to Episode 7 of the Leadership Lyceum: A CEO’s Virtual Mentor.

This is Part 1 of a 2-part novel interview with two CEO’s and a common board member between them.

As a board member for both companies, Les Silverman was at the vertex of notable M&A transactions that took place under the leadership of each of these CEOs over the last two years. At NiSource, Bob Skaggs presided over the separation of the gas storage and transmission assets from the regulated utility. Bob led CPG’s spinoff from NiSource into a standalone publicly traded company in July 2015, and the subsequent sale of CPG to TransCanada one year later. At Pepco, Joe Rigby led the sale of Pepco to Exelon. The NiSource - CPG transaction unfolded in a relatively smooth and speedy manner, while the Pepco acquisition could only be described as epic and protracted.

My fabulous foursome gathered in the Pepco offices in Washington in one of the rooms where it happened several months after the completion of their transactions to reflect on the deliberations and perspectives of the executives and one of the non-executive directors who made it all happen.

Informative and Helpful Links

From Utility Dive: Gavin Bade’s “A brief history of the Exelon-Pepco merger saga” http://www.utilitydive.com/news/updated-a-brief-history-of-the-exelon-pepco-merger-saga/414573/

Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist

Follow Leadership Lyceum on:

LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997

Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum

Email us: Thomas.Linquist@LeadershipLyceum.com

Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues.

Your host Thomas B. Linquist is a Partner at a leading global executive search firm. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients. This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors. He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago. He is an expert on hiring and promotion decisions and leadership development. Over the course of his search career, he has interviewed thousands of leaders.

Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues.

35 episoder

Part 1 of 2: “Utility Mergers & Acquisitions: Reflections from The Room Where It Happened”

Leadership Lyceum: A CEO's Virtual Mentor

published for 8 år siden

Del

MP3•Episode hjem

Welcome to Episode 7 of the Leadership Lyceum: A CEO’s Virtual Mentor.

This is Part 1 of a 2-part novel interview with two CEO’s and a common board member between them.

Informative and Helpful Links

From Utility Dive: Gavin Bade’s “A brief history of the Exelon-Pepco merger saga” http://www.utilitydive.com/news/updated-a-brief-history-of-the-exelon-pepco-merger-saga/414573/

Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist

Follow Leadership Lyceum on:

LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997

Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum

Email us: Thomas.Linquist@LeadershipLyceum.com

Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues.

35 episoder

Alle episoder

Leadership Lyceum: A CEO's Virtual Mentor

1
“Leading Explosive Growth” with Dan Bane, Retired President and CEO of Trader Joe’s 1:21:16

for 6 weeks siden1:21:16

1:21:16

Welcome to Episode 28, Season 9 of A CEO’s Virtual Mentor® In this compelling episode of Leadership Lyceum: A CEO's Virtual Mentor , we are joined by Dan Bane, the retired CEO of Trader Joe’s, to explore the remarkable journey of leading one of the most iconic brands in modern retail through a period of unprecedented growth. From 2001 to 2023, Trader Joe’s expanded from 150 to 547 stores, maintaining its unique culture, customer-centric approach, and reputation for excellence. This conversation dives into the leadership strategies that guided this transformation, offering invaluable lessons for CEOs and board members navigating rapid growth. The episode is divided into five insightful segments: A Brief History of Trader Joe’s: A look back at the company’s origins under founder Joe Coulombe and its transition into a national retail powerhouse following its acquisition by Theo Albrecht. Dan Bane’s Leadership Journey: From his roots in accounting and retail to his role as CEO, Dan shares how his experiences shaped his approach to leadership and decision-making. Managing Explosive Growth: Drawing on Steven Bragg’s framework from his book Managing Explosive Corporate Growth , the discussion highlights how Dan balanced strategy, operational efficiency, and culture to navigate geographic expansion and product innovation. Trader Joe’s Seven Core Values: Dan reflects on the values he introduced as CEO, including integrity, a product-driven mindset, and a “wow” customer experience. These principles were pivotal in fostering accountability, innovation, and a scalable culture that remained true to Trader Joe’s identity. Lessons Learned: In the concluding segment, Dan shares parting insights on leadership, emphasizing the importance of talent development, customer connection, and a relentless focus on continuous improvement. Program Guide A CEO’s Virtual Mentor Episode 28 “Leading Explosive Growth” with Dan Bane, Retired President and CEO of Trader Joe’s 0:00 Introduction to the program and to guest, Mr. Dan Bane, Retired President and CEO of Trader Joe’s. 4:27 Part 1: A brief history of Trader Joe's 9:21 Break 1 9:36 Part 2: Dan Bane's experience leading to Trader Joe's 14:40 Break 2 15:02 Part 3: Explosive Growth and Key Management Considerations 22:05 Break 3 22:55 Part 4: Becoming CEO and the Trader Joe's seven core values formation 33:44 Break 4 43:57 Break 5 1:02:35 Break 6 1:03:02 Part 5: Managing explosive growth reprised, lessons learned, and parting thoughts 1:18:24 Closing comments We would like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast. Informative and Helpful Links Amazon.com: Managing Explosive Corporate Growth eBook : Bragg, Steven M.: Kindle Store Your host Thomas B. Linquist is the Founder and Managing Director of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 23 years in management and leadership consulting he has served a wide array of corporate clients. This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors. He holds an MBA from the University of Chicago and over his 34-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago. He is an expert on hiring and promotion decisions and leadership development. Over the course of his search career, he has interviewed thousands of leaders. Join the Lyceum Circle of Leaders® a community of forward-thinking leaders dedicated to improving leadership through shared intelligence. Please spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2025. All rights reserved.…

Leadership Lyceum: A CEO's Virtual Mentor

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A Regulatory Primer for Board Members with Non Regulatory Backgrounds with Dr. Mark Jamison 54:10

for 2 years siden54:10

54:10

Welcome to Episode 27, Season 7 of A CEO’s Virtual Mentor ® Are you a new board member serving on a regulated company board, but from a non regulatory background? This episode is directed especially to newer board members and executives in utility companies regulated at the state and even federal levels. My guest in this episode is Dr. Mark Jamison. Dr. Jamison is Director and Gerald Gunter Professor, Public Utility Research Center at the Warrington College of Business at the University of Florida in Gainesville. PURC is an internationally recognized academic center dedicated to research and to providing training in utility regulation and strategy to support effective utility policy, regulation, management, and leadership. PURC helps government and industry officials develop efficient utility infrastructure to better meet the needs of their customers. PURC’s view is educated executives, employees, and board members, organizations benefit from better decision making and thus a more promising future. Our discussion today is merely a survey of the history, development, structure, and process of utility regulation with advice on a few best practices in regulatory affairs posture and approach. Lyceum sees fitting coverage of the vast subject of regulation as well beyond this brief podcast. This is an appetizer. For the main course - and to help you navigate more thoroughly through the changing regulatory landscape - please contact our guest Dr. Mark Jamison at the Public Utility Research Center. For more about PURC, its ever-expanding body of research and its training courses, conferences and other events see the PURC webpage thought the Warrington College of Business at the University of Florida. See important hyperlinks in the program’s album notes. Program Guide A CEO’s Virtual Mentor Episode 27: A Regulatory Primer for Board Members with Non Regulatory Backgrounds 0:00 Introduction to the program and to guest, Dr. Mark Jamison 3:50 Part 1: The history of regulation 15:25 Break 1 15:45 Part 2: The structure of the regulatory commission 21:49 Break 2 22:09 Part 3: How does the regulator set prices? 30:01 Break 3 30:44 Part 4: Regulatory risk and strategies for dealing with risk 52:27 Closing comments We would like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. See you next time. Informative and Helpful Links PURC Webpage: https://warrington.ufl.edu/public-utility-research-center/ Links to Biographies of Guests: Mark A. Jamison Your host Thomas B. Linquist is the Founder and Managing Director of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 18 years in management and leadership consulting he has served a wide array of corporate clients. This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors. He holds an MBA from the University of Chicago and over his 32-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago. He is an expert on hiring and promotion decisions and leadership development. Over the course of his search career, he has interviewed thousands of leaders. Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Email us: info@LeadershipLyceum.com This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2023. All rights reserved.…

Leadership Lyceum: A CEO's Virtual Mentor

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The Energy Within Us. A wide-ranging discussion about the upbringing and developmental experiences of four pioneering corporate leaders 1:14:30

for 2 years siden1:14:30

1:14:30

Welcome to Episode 26, Season 7, of the Leadership Lyceum: A CEO's Virtual Mentor® . This episode coupled with the prior Episode 25 on Overcoming Homophily forms two episodes themed to span both Black History Month and Women’s History Month. I'm joined in this program by four of five women who on May 1st, 2019, published together a collective autobiographical book titled The Energy Within Us . It is their stories across the arc of their lives from childhood environments and experiences that shaped them to, and through, their long careers in executive leadership roles in the energy industry. These women have a great deal in common. They're all dear friends. They're all accomplished executive leaders in the energy industry and their careers. They're all giving back by serving broader leadership roles in corporate and non-for-profit boardrooms and social service organizations. They all have unbounded generosity of spirit. And they all, as you will hear, exude the energy within themselves. The discursive style of our interview revealed a wealth of advice for current and future business leaders especially in the realm of diversity, equity, and inclusion. Topics covered include – role models, mentors and coaches, courage to challenge the status quo and hold leaders accountable, assumptions and misunderstandings, barriers to developing instrumental networks and receiving developmental feedback. Program Guide A CEO’s Virtual Mentor Episode 26 The Energy Within Us A wide-ranging discussion about the upbringing and developmental experiences of four pioneering corporate leaders 0:00 Introduction to the program and to guests and authors Telisa Toliver, Carolyn Green, Joyce Hayes Giles, and Hilda Pinnix-Ragland. 2:54 Part 1: What motivated the authors to write their autobiographies? 15:04 Break 1 15:43 Part 2: Upbringing, Environment, and Foundational Experiences 15:49 Author Joyce Hayes Giles and segregated Mississippi 22:01 Background on Medgar Evers 24:00 Audio clip of speech of Medgar Evers 27:56 Audio clip of speech of Myrlie Evers Williams 31:35 Break 2 31:51 Author Hilda Pinnix-Ragland and the North Carolina farming community 36:49 Author Telisa Toliver and growing up in white communities in Oklahoma 43:08 Break 3 43:32 Part 3 Formative Decisions, Influencers, and Mentors 52:15 What is misunderstood about people? 56:02 Break 4 56:46 Part 4 Barriers to Professional Development: Forming Instrumental Networks and Critical Feedback and Coaching. 1:09:24 Break 5 1:09:42 Part 5: Conclusion and Closing Comments and Advice from the Authors 1:12:51 End of Program and Preview of Episode 27, a primer on the regulatory construct that regulated utilities operate within. We would like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. See you next time. Informative and Helpful Links Amazon Link to the book. The Energy Within Us https://www.amazon.com/Energy-Within-Illuminating-Perspective-Trailblazers/dp/1945875615 Links to Biographies of Guests Joyce Hayes Giles https://dpsfdn.org/about/board-and-staff/joyce-hayes-giles-2/ Carolyn Green https://www.ase.org/biography/carolyn-green Telisa Toliver https://www.aabe.org/docs/pages/19/file/Toliver%20-%20Short%20Bio%202013.pdf Hilda Pinnix Ragland https://www.aabe.org/docs/fck/file/Leadership%20Profile%20-%20Hilda%20Pinnix%20Ragland.DOC Your host Thomas B. Linquist is the Founder and Managing Director of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 18 years in management and leadership consulting he has served a wide array of corporate clients. This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors. He holds an MBA from the University of Chicago and over his 32-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago. He is an expert on hiring and promotion decisions and leadership development. Over the course of his search career, he has interviewed thousands of leaders. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Please rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Please rate us and spread the word among your fellow executives and board colleagues. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2023. All rights reserved.…

Leadership Lyceum: A CEO's Virtual Mentor

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Why is Achieving Diversity So Hard? Overcoming Homophily and Our Own Human Nature with Sociologist James Cook 58:01

for 4 years siden58:01

58:01

Welcome to Episode 25, Season 6, of the Leadership Lyceum: A CEO's Virtual Mentor® . This is part one of two episodes aimed as a celebration of Black History Month. In August 2020, USA Today reported that 11% of the directors across the 50 largest companies in the S&P 100 are black. On the other hand, gender diversity on boards has shown better improvement over the last seven years. BoardEx just released data that revealed gender diversity on corporate boards in the US increased about 10% over the seven-year period from 2014 to 2020, that is from 19% to 28.8%, a year on year average growth rate of about 1.4%. France and Norway are at 44% and 39% respectively, but their growth rate is slower than the US. You see, they started from a higher percentage level in the first place. We agree with all the benefits of having diverse boards, but we think that a 1.4% growth rate is not even close to good enough. Since the 2017 founding of our sister company, Lyceum Leadership Consulting, we’ve placed diverse candidates in 24 out of 43 of our board and executive searches, or 56%. It's a track record we're proud of, but we can do better. If we assume the good intentions of everyone involved in board selection decisions to improve upon those numbers, then what is holding us all back? What is causing the stubborn persistence of diversity levels across the world? Lyceum Leadership Consulting thesis is that we are battling our own human nature. In my search work over the last decade and a half, I often observed that a missing link in creating boardroom diversity is often a lack of diversity in the professional networks of the board of directors or the nominating committee themselves. As often, candidates are identified and selected from these networks. In order to understand what causes a lack of network diversity to exist, it's instructive to understand sociology applied to these social networks. In this program, we examine ways of counteracting our own human nature to ultimately make significant improvements in boardroom and executive diversity. Joining me on the program is Associate Professor of Sociology, James M. Cook, from the University of Maine. One of Dr. Cook's areas of expertise is in the area of social network analysis. I discovered Professor Cook's work in my own research on this perplexing issue. I was especially intrigued and informed by an academic paper that he co-authored in 2001 called Birds of a Feather: Homophily in Social Networks . Program Guide A CEO’s Virtual Mentor Episode 25 Why is Achieving Diversity So Hard? Overcoming Homophily and Our Own Human Nature with Sociologist James Cook 0:00 Introduction to the program and Dr. James M. Cook, Associate Professor of Sociology, from the University of Maine. 4:26 Definition of Homophily 7:25 Homophily in the boardroom setting and the limitations of the board 11:20 Break 1 11:19 Social Capital: Bonding and Bridging 14:34 Break 2 14:47 Part 1 of the Framework for Overcoming Homophily: Finding people who are different 25:35 Break 3 26:19 Part 1 (continued): Finding, or being found, at the individual level 33:46 Break 4 34:29 Part 2 of the Framework for Overcoming Homophily: Uniting through the instability that bringing people who are different causes 40:24 Break 4 40:51 Part 3 of the Framework for Overcoming Homophily: Managing conflicts that are bound to arise. 44:15 Break 5 44:38 Conclusion: Intergroup relations and advice toward improvement in diversity outcomes 55:06 End of Program and Preview of Episode 26, part 2 of 2, in celebration of Black History Month We would like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. See you next time. Informative and Helpful Links USA Today Article Biographies of Guests Dr. James Cook Dr. James Cook is currently an Associate Professor of Sociology at the University of Maine at Augusta. His primary areas of interest in research and teaching are political organizations, social networks, social media, and the sociology of gender. That interest is reflected in the development of new courses at UMA in Social Networks and Analyzing Social Media and in community service (where his current projects are attempts to deepen student connections with the UMA Community Gardens civic engagement project and the Maine State Legislature). His present research interests include applications of social network and social identity theory to social media, the development and testing of a social network model of state legislators, and the application of workplace theories of glass ceilings and escalators to explain patterns of cooperation among legislators along and across lines of gender. He is also engaged in research regarding the social network characteristics of publicly-communicating groups of sexual minorities. Dr. James Cook received a B.A. in Sociology from Oberlin College in 1993 and M.A. and Ph.D. in Sociology from the University of Arizona in 1996 and 2000, respectively. Your host Thomas B. Linquist is the Founder and Managing Director of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 16 years in management and leadership consulting he has served a wide array of corporate clients. This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors. He holds an MBA from the University of Chicago and over his 30-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago. He is an expert on hiring and promotion decisions and leadership development. Over the course of his search career, he has interviewed thousands of leaders. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Please rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Please rate us and spread the word among your fellow executives and board colleagues. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2021. All rights reserved.…

Leadership Lyceum: A CEO's Virtual Mentor

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Inspiring award-winning performances from your talent: Crossover applications to business leadership from the theatrical development process with Charles Newell, Artistic Director of Court Theatre… 56:23

for 4 years siden56:23

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Inspiring award-winning performances from your talent: Crossover applications to business leadership from the theatrical development process with Charles Newell, Artistic Director of Court Theatre in Chicago A CEO’s Virtual Mentor Episode 24 Welcome to Episode 24, Season 5, of the Leadership Lyceum: A CEO's Virtual Mentor® . I'm joined in the program today by Charles Newell, the Marilyn F. Vitale Artistic Director of the renowned and critically acclaimed Court Theatre in Chicago. This interview was recorded in the summer of 2019 as the Court Theatre's production of the play, The Adventures of Augie March , had completed its record-breaking performance run. We had intended to publish this episode early this year in 2020, but COVID hit and it seemed a little bold to put this out at the early stage of the pandemic. The world had other pressing items that deserved attention. But now, in the middle of the holiday season, we've been without live theater and entertainment for nine months, we thought this interview might be not only informative, but also soothing at this stage of the pandemic. This interview is timeless and gets deep into a theatrical production's creative process as seen through the mind's eye of the director. In general, we, as an audience of entertainment, be it sports or the performing arts, are often spoiled with the perfection and professionalism of the finished product. But what is involved or required from a leadership perspective to develop and burnish the performance into the form to which we are also accustomed? What goes on in the business of theater has crossover applications to all business leaders. We'll cover a wide range of topics in today's program. We'll outline the organizational form of the Court Theatre, including its governance, funding and management structure. But the majority of our time will be spent stepping through the phases of the creation of a production from script selection to closing night. Program Guide A CEO’s Virtual Mentor Episode 24 Inspiring award-winning performances from your talent with Charles Newell, Artistic Director of Court Theatre in Chicago 0:00 Introduction to the program and Charles Newell, Artistic Director of the Court Theatre in Chicago 3:20 Court Theatre’s history, governance structure, funding sources and unique structure with the University of Chicago. 5:09 Achieving high caliber of performances on a smaller budget than peers theater companies in Chicago 7:25 Unique mission and social-societal outcomes of Court Theatre in the realm of national theater. 10:39 Break 1 11:19 Phase 1 of the Theatrical Development Process: Finding and developing a script. 17:11 Break 2 17:27 Phase 2 of the Theatrical Development Process: Developing the look and feel of the production. Revealing the collaborative creative process. 25:01 Break 3 25:35 Phase 3 of the Theatrical Development Process: The Casting Process. Dealing with barriers and constraints. 32:45 Break 4 34:51 Phase 4 of the Theatrical Development Process: Production development, rehearsal, and refinement. Inspiring and motivating actors to perform at their best. 39:20 Break 5 39:46 Phase 5 of the Theatrical Development Process: The arc of production and performance evolution from opening night to closing night. Keeping a production evolving and improving in the absence of continuous rehearsals. 49:33 Break 6 50:03 Retrospective self-reflection on the evolution of a theater director. 55:06 Conclusion and coming attractions. We would like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. See you next time. Informative and Helpful Links https://www.courttheatre.org/ http://manualcinema.com/ Biographies of Guests Mr. Charles Newell Charles Newell is the Marilyn F. Vitale Artistic Director of Court Theatre. He was awarded the SDCF Zelda Fichandler Award, “which recognizes an outstanding director or choreographer who is transforming the regional arts landscape through singular creativity and artistry in theatre.” Charlie has been Artistic Director at Court Theatre since 1994, where he has directed over 50 productions. He made his Chicago directorial debut in 1993 with The Triumph of Love , which won the Joseph Jefferson Award for Best Production. Charlie’s productions of Man of La Mancha and Caroline, or Change have also won Best Production Jeffs. Other directorial highlights at Court include All My Sons , The Hard Problem, Man in the Ring ; One Man, Two Guvnors ; Satchmo at the Waldorf ; Agamemnon ; The Secret Garden ; Iphigenia in Aulis ; M. Butterfly ; The Misanthrope ; Tartuffe ; Proof ; Angels in America ; An Iliad ; Porgy and Bess ; Three Tall Women ; Titus Andronicus ; Arcadia ; Uncle Vanya ; Raisin ; The Glass Menagerie ; Travesties ; Who’s Afraid of Virginia Woolf? ; The Invention of Love ; and Hamlet . Charlie has also directed at Goodman Theatre ( Rock ‘n’ Roll ), Guthrie Theater ( The History Cycle , Cymbeline ), Arena Stage, John Houseman’s The Acting Company (Staff Repertory Director), the California and Alabama Shakespeare Festivals, Juilliard, and New York University. He has served on the Board of TCG, as well as on several panels for the NEA. Opera directing credits include Marc Blitzstein’s Regina (Lyric Opera), Rigoletto (Opera Theatre of St. Louis), Don Giovanni and The Jewel Box (Chicago Opera Theater), and Carousel (Glimmerglass). Charlie was the recipient of the 1992 TCG Alan Schneider Director Award, and has been nominated for 16 Joseph Jefferson Director Awards, winning four times. In 2012, Charlie was honored by the League of Chicago Theatres with its Artistic Achievement Award. Your host Thomas B. Linquist is the Founder and Managing Director of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 15 years in management and leadership consulting he has served a wide array of corporate clients. This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors. He holds an MBA from the University of Chicago and over his 30-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago. He is an expert on hiring and promotion decisions and leadership development. Over the course of his search career, he has interviewed thousands of leaders. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Please rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Please rate us and spread the word among your fellow executives and board colleagues. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2020. All rights reserved.…

Leadership Lyceum: A CEO's Virtual Mentor

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The Anatomy of a Private Equity Investment: from M&A roll-up, to IPO, and beyond with Advanced Disposal Services’ Chairman and CEO Richard Burke 55:17

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55:17

“Service First, Safety Always” The Anatomy of a Private Equity Investment: from M&A roll-up, to IPO, and beyond with Advanced Disposal Services’ Chairman and CEO Richard Burke A CEO’s Virtual Mentor Episode 23 Welcome to episode 23 and the beginning of Season 4 of A CEO's Virtual Mentor . I'd like to express our special thanks to the clients of Lyceum Leadership Consulting that have enabled us to bring you this podcast, and to you, ladies and gentlemen, our devoted listenership, for your continued encouragement and programming suggestions. And let me mention that we cannot improve without your feedback and suggestions. Please take a moment and subscribe on iTunes or your favorite podcast platform, and rate us with your feedback. There are two main features on our program today. I. We occasionally feature a spot on the program called Famous Last Words. We will intersperse excerpts of a dramatic scene from the 1956 movie, “ Patterns …of Power!”, through the breaks in our program. Patterns ’ brilliant screenplay was written by Rod Serling of Twilight Zone fame. The Patterns script predated Twilight Zone and is considered by many as the finest piece of writing Rod Serling has ever done and brought him instant acclaim. We'll feature the dramatic scene between ruthless, cold, and calculating owner of the corporation Walter Ramsey, played by Everett Sloane, and youthful, charismatic and considerate industrial engineer, Fred Staples, played by Van Heflin. Ramsey is impressed with the performance of Fred Staples at a company Ramsey has recently acquired. Ramsey's grooming Staples to replace the struggling, but highly principled Bill Briggs, played by Ed Begley, as the second in command at the company. II. For our main event in the program, I'm joined by Richard Burke, Chairman and CEO of publicly-traded solid waste services company, Advanced Disposal Services. We'll be discussing Richard's leadership in a company that delivers a service punch well above its $1.6 billion weight class. We'll cover its evolution from private equity backed roll-up of solid waste businesses through its IPO in October of 2016 and right up to just prior to the announcement on April 15, 2019, that Waste Management would purchase Advanced Disposal. Our interview covers a lot of ground and addresses an array of situation-specific business leadership topics, including: The economics of the solid waste business. A company’s evolution from private equity ownership to IPO M&A and the "Four D’s" behind a seller’s motivation Corporate Reputation and Integrity Reputation Derived from Investors on the Path to an IPO Safety and Corporate Culture Post-IPO Board Composition Considerations We would like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Informative and Helpful Links “ Patterns …of Power!” (Full Movie) https://www.youtube.com/watch?v=UMnU4faUMUY Program Guide Episode 23 “Service First, Safety Always” The Anatomy of a Private Equity Investment: from M&A roll-up, to IPO, and beyond with Advanced Disposal Services’ Chairman and CEO Richard Burke A CEO’s Virtual Mentor Episode 23 0:06 Introduction to Program 1:05 Introduction to Famous Last Words feature “ Patterns …of Power!” 2:51 Interview with Richard Burke 11:02 Music Break 1 11:19 Patterns Scene 1 of 4 15:24 Music Break 2 15:43 Richard Burke on Landfill Economics 16:48 The Secondary Vertically Integrated Market 19:09 Geographic Adjacencies 21:28 The Seller’s Consideration and “the Four D’s” 23:03 Reputation Requirements for M&A 23:20 Music Break 3 23:26 Private Equity Interest and Approach in the Solid Waste Sector 27:13 Advantages of Funding/Partnering with Private Equity 28:48 Music Break 4 29:07 Patterns Scene 2 of 4 30:22 Music Break 5 30:40 Transactions that Formed ADS Today 32:47 Reputation Derived from Investors on the Path to an IPO 33:49 Assembling the Management Team During the Formative Transactions 35:12 Culture and “Service First, Safety Always” 38:49 Music Break 6 38:55 Patterns Scene 3 of 4 39:23 Music Break 7 39:36 Post-IPO Board Composition Considerations 44:56 Post-IPO Management Team Skills/Experience Considerations 46:43 Music Break 8 47:10 Richard Burke’s Individual Leadership and Foundational Experiences. 52:22 Concluding Comments 52:59 Patterns Scene 4 of 4 Biographies of Guests Mr. Richard Burke Mr. Burke serves as Chief Executive Officer of Advanced Disposal. Prior to serving as CEO, he served as President of the company and was responsible for mergers and acquisitions, purchasing, risk management, human resources and strategic planning. He joined Advanced Disposal following the acquisition of Veolia Environmental Services Solid Waste in November 2012, where he was President and CEO of Veolia Environmental Services North America since 2007. Mr. Burke began his employment with Veolia in 1999 as Area Manager for the Southeast Wisconsin area and served as Regional Vice President for the Eastern and Southern markets until he was appointed Chief Executive Officer. As CEO, Mr. Burke was responsible for leading Veolia Environmental Services in the U.S. and Canada, which included annual revenue of $2 billion, more than 200 locations and a team of 10,000 employees. Prior to joining Veolia, he spent 12 years with Waste Management in a variety of leadership positions. He currently serves on the Board of the Environmental Research and Education Foundation and in September 2017 was named to the Board of Estre Ambiental S.A., which is the largest waste management company in Brazil and Latin America by disposal capacity. Mr. Burke holds a bachelor’s degree from Randolph Macon College. Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 14 years in management and leadership consulting he has served a wide array of industrial clients. This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors. He holds an MBA from the University of Chicago and over his 28-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago. He is an expert on hiring and promotion decisions and leadership development. Over the course of his search career, he has interviewed thousands of leaders. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Please rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Please rate us and spread the word among your fellow executives and board colleagues. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2019. All rights reserved.…

Leadership Lyceum: A CEO's Virtual Mentor

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A Remarkable Corporate Turnaround: The “Take-Private” of Talen Energy with CEO Ralph Alexander and CFO Alex Hernandez 46:25

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A Remarkable Corporate Turnaround: The “Take-Private” of Talen Energy with CEO Ralph Alexander and CFO Alex Hernandez A CEO’s Virtual Mentor® Episode 22 Welcome to Episode 22 and May 2019, which marks Lyceum’s three-year anniversary of publishing A CEO's Virtual Mentor® . Today I'm joined by Talen Energy’s CEO, Ralph Alexander, and CFO, Alex Hernandez. We'll be discussing the remarkable turnaround of Talen Energy that Ralph and Alex have been leading. Talen Energy in its privately-held form today is unique and its evolution to its current state illustrates the range of leadership approaches available for a company in a “take-private” setting. There's a definite before, middle, and beyond to the take private transformation. Talen is still in the early stage of the “beyond” era. The red-letter date of the take-private was December 6th, 2016. And to set context, we have to back up a little bit. About a year and a half before the take-private, Talen Energy was formed when Pennsylvania Power & Light, or PPL, spun off their power generation assets and combined them with those belonging to private equity group Riverstone . The company was listed on the New York Stock Exchange on June 1st, 2015, with initial ownership being 65% PPL and 35% Riverstone. That company, which Ralph and Alex refer to as “Talen 1.0,” had about 15,000 megawatts of capacity split across fuel sources, with about 43% from natural gas, 40% from coal, and 15% from nuclear (from the company’s one nuclear facility, Susquehanna). Those assets sold into two major wholesale markets in ERCOT and PJM, plus a small amount in New England. Talen generated a proforma of $4.3 billion in 2014 revenues. On December 6th, 2016, Riverstone purchased the remaining 65% of Talen, making Talen a privately-held company, and appointed Ralph and Alex to lead the company. They faced the massive task of sorting out what the company had and planning what they would do with it. Our interview covers a lot of ground and addresses an array of business leadership questions, including: What are the expectations and requirements that a private equity owner has for a company and a management team? What historical decisions prior to new ownership of a company led to lackluster performance? What were the strategic views embedded in the private equity investor’s thesis about a company? Why invest more deeply in a company that is suffering from lackluster performance? Can new management and their decisions have a marked impact? How does a new leader ferry the costs out of and efficiencies into a business after acquisition? Does private ownership provide benefits for a company? What does a productive, strategic partnership between a CEO and a CFO look like? What is the role of a “strategic” CFO? Is good leadership universal? Is a management team and its profitable approach transportable to other sectors? We would like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Informative and Helpful Links Talen Energy's Website - https://www.talenenergy.com/ Riverstone's Website - https://www.riverstonellc.com/ Economic dispatch of power generation resources explained by the EIA - https://www.eia.gov/todayinenergy/detail.php?id=7590 Program Guide Episode 22 A Remarkable Corporate Turnaround: The “Take-Private” of Talen Energy with CEO Ralph Alexander and CFO Alex Hernandez 0:00 Introduction to Talen Energy and CEO Ralph Alexander and CFO Alex Hernandez 4:00 Expectations and requirements that Riverstone had for the company and the management team. 7:11 Historical decisions prior to new ownership of the company that led to lackluster performance. 9:17 Break 1 9:35 Why invest more deeply in a company that is suffering from lackluster performance? Can new management and their decisions have a marked impact? 12:32 How does a leader lead the costs out and the efficiencies into the business through others? 20:11 Break 2 20:30 Does private ownership provide benefits for a company? 26:04 Break 3 26:32 What does a productive, strategic partnership between a CEO and a CFO look like? 30:24 What is the role of a “strategic” CFO? 34:29 Break 4 34:49 What is the next chapter for Talen Energy? 39:00 Break 5 39:24 Is good leadership universal? Is a management team and its approach profitability transportable to other sectors? 44:52 Closing comments and coming attractions Biographies of Guests Mr. Ralph Alexander Ralph Alexander was appointed President and CEO of Talen Energy on December 6, 2016. He was previously a Partner with Riverstone Holdings, LLC. For nearly 25 years, Mr. Alexander served in various positions with subsidiaries and affiliates of BP plc, one of the world's largest oil and gas companies. From June 2004 until December 2006, he served as Chief Executive Officer of Innovene, BP's $20 billion olefins and derivatives subsidiary. From 2001 until June 2004, he served as Chief Executive Officer of BP's Gas, Power and Renewables, and Solar segment and was a member of the BP Group Executive Committee. Prior to that, Mr. Alexander served as a Group Vice President in BP's Exploration and Production segment and BP's Refinery and Marketing segment. He held responsibilities for various regions of the world, including North America, Russia, the Caspian, Africa, and Latin America. Prior to these positions, Mr. Alexander held various positions in the upstream, downstream, and finance groups of BP. Mr. Alexander currently serves on the boards of Enviva Partners, LP, Talen Energy Corporation, and CHI St. Luke’s Health. He has previously served on the boards of Foster Wheeler, Stein Mart, Inc., Amyris, and Anglo-American plc. In addition, Mr. Alexander is currently Chairman Emeritus of the Board of NYU School of Engineering and a Trustee for New York University. He received an M.S. in Nuclear Engineering from Brooklyn Polytech (now NYU School of Engineering - Polytechnic) and holds an M.S. in Management Science from Stanford University. Mr. Alejandro (Alex) Hernandez Alex Hernandez was appointed Chief Financial Officer (CFO) of Talen Energy on December 6, 2016. Before that appointment, Mr. Hernandez was a Senior Advisor at Riverstone Holdings, LLC, where he focused on the power sector and on the acquisition of Talen Energy. Prior to joining Riverstone, Mr. Hernandez was CFO of Terraform Power until November 2015. Mr. Hernandez was formerly Managing Director in the Investment Banking Division of Goldman Sachs, with a primary focus on coverage of North American companies in the merchant power, utilities, and renewable energy sectors, providing strategic and capital markets advice to management teams and boards of directors. Mr. Hernandez currently serves as a Roundtable member of the James A. Baker III Institute for Public Policy at Rice University. Mr. Hernandez received a B.A. in Economics from Rice University, a B.S.C. from the London School of Economics, and an MBA from Columbia University. Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 14 years in management and leadership consulting he has served a wide array of industrial clients. This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors. He holds an MBA from the University of Chicago and over his 28-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago. He is an expert on hiring and promotion decisions and leadership development. Over the course of his search career, he has interviewed thousands of leaders. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Please rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Please rate us and spread the word among your fellow executives and board colleagues. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2019. All rights reserved.…

Leadership Lyceum: A CEO's Virtual Mentor

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Climate Change as the Foremost Challenge of Our Generation with Dr. Ralph Izzo, Chairman, President and CEO of PSEG 37:25

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The Earth Day Episode - A CEO’s Virtual Mentor Episode 21 Climate Change as the Foremost Challenge of Our Generation with Dr. Ralph Izzo, Chairman, President and CEO of PSEG Happy Earth Day Weekend. Monday, April 22nd is Earth Day. In celebration and recognition, we welcome you to our special Earth Day 2019 episode. I am joined by Dr. Ralph Izzo, Chairman, President and Chief Executive Officer of Public Service Enterprise Group (PSEG) in Newark, New Jersey. This Episode 21 covers a number of topics relevant to our Mother Earth including the subject of climate change which Dr. Izzo considers to be the foremost challenge of our generation. Our sweeping climate-oriented discussion ranges from the utility industry’s role in combatting climate change, PSEG’s actions and service orientation, cognitive biases in political decisioning, the insurance industry’s role, and nuclear energy’s opportunities in the war on climate change, among other items. Newark, New Jersey-based PSEG has a $30 billion market capitalization as a public utility holding company that provides regulated electric and gas service through its subsidiaries, as well as investing in solar generation projects and energy efficiency programs. Dr. Ralph Izzo has served as President and CEO since 2007. His educational foundation is in mechanical engineering and physics. He holds a PhD in Applied Physics from Columbia University. We express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Informative and Helpful Links: Illustration of the omission bias through the trolley problem - 1 min 37 sec Program Guide Earth Day Episode Climate Change as the Foremost Challenge of Our Generation with Dr. Ralph Izzo, Chairman, President and CEO of PSEG 0:00 Introduction to Episode 21 and Dr. Ralph Izzo, Chairman, President and CEO of PSEG 2:33 Introduction of Climate Change as the foremost challenge of our generation 7:08 A board of directors’ role and interaction with society beyond the boundaries of the corporation 10:44 Break 1 11:06 A utility company’s natural position of responsibility and influence in society. 13:16 PSEG’s actionable steps for society: Step 1 - Energy efficiency and reference to Lyceum’s Earth Day 2018 Episode 15 on Energy Efficiency 15:17 PSEG’s actionable steps for society: Step 2 – Clean energy production and supply 15:52 PSEG’s actionable steps for society: Step 3 – Reliability of energy supply 16:39 Break 2 16:54 What’s in a name? “Public Service” Enterprise Group 21:10 The human affinity to socialize and associate with reference to Lyceum’s Episode 18 on Associations and Alexis de Tocqueville 22:55 Break 3 23:14 Cognitive Bias in group decisions on climate change and the role of policy 29:24 Break 4 29:42 The role of nuclear energy in combatting climate change 29:54 What is working against the expansion of nuclear energy in the US? 34:04 The insurance industry’s role in combatting climate change. Reference to Lyceum’s article: Risk & Reward: The Insurance Sector on the Climate Frontlines 35:54 Concluding statements - optimism in the face of climate change. Biographies of Guests Dr. Ralph Izzo Ralph Izzo was elected chairman and chief executive officer of Public Service Enterprise Group Incorporated (PSEG) in April 2007. He was named the company’s president and chief operating officer and a member of the board of directors of PSEG in October 2006. Previously, Dr. Izzo was president and chief operating officer of Public Service Electric and Gas Company (PSE&G). Since joining PSE&G in 1992, Dr. Izzo was elected to several executive positions within PSEG’s family of companies, including PSE&G senior vice president – utility operations; PSE&G vice president – appliance service; PSEG vice president - corporate planning; and PSE&G vice president - electric ventures. In these capacities, he broadened his experience in the areas of general management, strategic planning and finance. Dr. Izzo is a well-known leader within the utility industry, as well as the public policy arena. He is frequently asked to testify before Congress and speak to organizations on matters pertaining to national energy policy. Dr. Izzo’s career began as a research scientist at the Princeton Plasma Physics Laboratory, performing numerical simulations of fusion energy experiments. He has published or presented more than 35 papers on magnetohydrodynamic modeling. Dr. Izzo received his Bachelor of Science and Master of Science degrees in mechanical engineering and his Doctor of Philosophy degree in applied physics from Columbia University. He also received a Master of Business Administration degree, with a concentration in finance, from the Rutgers Graduate School of Management. He is listed in numerous editions of Who’s Who and has been the recipient of national fellowships and awards. Dr. Izzo has received honorary degrees from the New Jersey Institute of Technology (Doctor of Science), Thomas Edison State University (Doctor of Humane Letters), Bloomfield College (Doctor of Humane Letters), Rutgers University (Doctor of Humane Letters) and Raritan Valley Community College (Associate of Science). Dr. Izzo is the chair of the Nuclear Energy Institute (NEI). In addition, he is on the board of directors for the New Jersey Chamber of Commerce, the Edison Electric Institute (EEI), the Nuclear Electric Insurance Limited (NEIL) and the New Jersey Performing Arts Center. He also is on the advisory board for the University of Pennsylvania’s School of Engineering and Applied Sciences Mechanical Engineering and Applied Mechanics Department, a member of the Board of Trustees of the Peddie School and Princeton University’s Andlinger Center for Energy and the Environment Advisory Council, as well as a member of the Visiting Committee for the Department of Nuclear Engineering at Massachusetts Institute of Technology and the CEO Action for Diversity and Inclusion. Dr. Izzo is a former member of the Columbia University School of Engineering Board of Visitors. In addition, he is a former chair of the Rutgers University Board of Governors and the New Jersey Chamber of Commerce. Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 14 years in management and leadership consulting he has served a wide array of industrial clients. This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors. He holds an MBA from the University of Chicago and over his 28-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago. He is an expert on hiring and promotion decisions and leadership development. Over the course of his search career, he has interviewed thousands of leaders. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Please rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Please rate us and spread the word among your fellow executives and board colleagues. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2019. All rights reserved.…

Leadership Lyceum: A CEO's Virtual Mentor

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The ESG Canvas for Corporate Reporting with Pat Kampling, Chairman & CEO of Alliant Energy 30:52

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A CEO’s Virtual Mentor Episode 20 The ESG Canvas for Corporate Reporting with Pat Kampling, Chairman and CEO of Alliant Energy Welcome to Episode 20. I am joined by Pat Kampling, Chairman and Chief Executive Officer of Alliant Energy in Madison Wisconsin. This Episode 20 covers several areas of topical interest including a discussion on ‘sustainability’ and the quickly emerging and rapidly evolving area of ESG or “Environmental, Social, and Governance” criteria. Institutional investors are demanding action and attention to ESG and CEO’s are responding by charting their companies’ course. This is not without tension for corporate management teams. We’ll discuss with Pat how she and Alliant have been addressing ESG and hopefully put you at ease. Madison-based Alliant Energy has a $10.8 billion market cap as a public utility holding company that provides regulated electric and gas service through its subsidiaries, Interstate Power and Light and Wisconsin Power and Light to 410,000 gas customers and just shy of one million electric customers. Pat has served as chairman and CEO since 2012 and prior to that, she was COO for about a year and prior to that, she was CFO and Treasurer and has an extensive finance background. Foundationally, Pat is an engineer and a registered professional engineer at that --- a true renaissance woman. I’d like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast. The UN “ Principles for Responsible Investment ” or PRI are a set of six principles that provide a global standard for responsible investing as it relates to environmental, social and corporate governance (ESG) factors. Organizations follow these principles to meet commitments to beneficiaries while aligning investment activities with the broader interests of society. The PRI movement began in early 2005, when the then United Nations Secretary-General Kofi Annan invited a group of the world’s largest institutional investors to join a process to develop the Principles for Responsible Investment. The Principles were launched in April 2006 at the New York Stock Exchange. Since then the number of signatories has grown from 100 to over 1,800. I’ll briefly summarize the six principles that investor-signatories publicly demonstrate: They incorporate ESG issues into investment analysis and decision-making processes. They are active owners and incorporate ESG issues into their ownership policies and practices. They seek appropriate disclosure on ESG issues by the entities in which they invest. They promote acceptance and implementation of the Principles within the investment industry. They work together to enhance their effectiveness in implementing the Principles. They each report on their activities and progress towards implementing the Principles. Sweeping in its reach, isn’t it? But what triggered a Madison-based company to consider these UN Principles as a guide? Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Informative and Helpful Links The UN “ Principles for Responsible Investment ” or PRI. Alliant Energy’s 2018 Corporate Sustainability Report Goldman Sachs’ ESG Report from 2017 . See the impressive list of “Key Metrics and Indicators” on page 30 – 32. Program Guide Episode 20 The ESG Canvas for Corporate Reporting with Pat Kampling, Chairman and Chief Executive Officer of Alliant Energy 0:32 Introduction to Episode 20 and Pat Kampling, Chairman and Chief Executive Officer of Alliant Energy 2:40 ESG discussion and the Sustainability Report of Alliant Energy 7:46 Break 1 8:12 Investor demands around ESG cuts through politics 9:05 Safety at Alliant Energy 13:38 Break 2 13:52 Culture shaping at Alliant Energy 21:04 Break 3 21:20 Experience and advice in moving from CFO to CEO 22:46 Increasing and managing the tempo of an organization 28:18 The CEO role as a liberating role 28:55 Farewell and congratulations on Pat Kampling’s retirement effective July 1, 2019 28:54 Preview of upcoming Episode 21 with Ralph Izzo, Chairman, President and CEO of PSEG in Newark, NJ Biographies of Guests Ms. Patricia Leonard Kampling Pat Kampling is Chairman of the Board and Chief Executive Officer of Alliant Energy Corporation. Her broad experience within the utility industry has proven essential to Alliant Energy’s ability to ensure competitive costs and reliable service for customers, while strategically leveraging a balanced generation portfolio. Pat has responsibility for leading the performance and strategic growth of Alliant Energy’s regulated utility companies (IPL and WPL), serving customers in more than 1,200 communities throughout Iowa and Wisconsin. She also provides executive direction for Alliant Energy Resources, the parent company of Alliant Energy’s non-regulated businesses, which includes Alliant Energy Transportation and non- regulated generation facilities. Pat joined Alliant Energy in 2005 and served originally as Alliant Energy’s Vice President of Finance. She then transitioned into roles as Vice President and Treasurer; Vice President Chief Financial Officer and Treasurer; Executive Vice President and Chief Financial Officer. In these roles, Pat guided the financial objectives of the company, supported regulatory proceedings, promoted environmental commitments, and was instrumental in the development and communication of a long-term strategic plan. In 2011, Pat became President and Chief Operating Officer. She was responsible for overall corporate operations and was instrumental in the execution of Alliant Energy’s capital plan, commitment to customers, environmental planning and safety initiatives. She was named Chairman, President and CEO in 2012. Before joining Alliant Energy in 2005, Pat spent more than 20 years in increasingly responsible finance, treasury, regulatory and engineering positions within Exelon Corporation, ultimately serving as Senior Vice President and Chief Financial Officer of Exelon Enterprises and the Treasurer of Commonwealth Edison. Pat holds bachelor’s degrees in engineering and economics from Swarthmore College, an MBA from the University of Chicago Booth School, and is a registered Professional Engineer. She serves on the Boards of Directors of American Transmission Company and Briggs & Stratton Corporation. In February 2019, Pat announced her intent to retire from the company on July 1, 2019. The Board of Directors appointed Alliant Energy President and Chief Operating Officer John O. Larsen to succeed Kampling. More information on that announcement can be found in this article. Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 14 years in management and leadership consulting he has served a wide array of industrial clients. This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors. He holds an MBA from the University of Chicago and over his 28-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago. He is an expert on hiring and promotion decisions and leadership development. Over the course of his search career, he has interviewed thousands of leaders. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Please rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Please rate us and spread the word among your fellow executives and board colleagues. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2019. All rights reserved.…

Leadership Lyceum: A CEO's Virtual Mentor

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Redefining Leadership in a Traditional Industry with Mary Powell, CEO of Green Mountain Power 29:12

for 6 years siden29:12

29:12

A CEO’s Virtual Mentor Episode 19 Redefining Leadership in a Traditional Industry with Mary Powell, President and Chief Executive Officer of Green Mountain Power Corporation Welcome to Episode 19. I am joined by Mary Powell, President and Chief Executive Officer of Green Mountain Power in Vermont. This Episode 19 presents a unique CEO profile in Mary Powell. Many of the CEO’s that we have featured in the past have come from science, technology and engineering disciplines or law or finance backgrounds. Mary was raised in an artistic household on New York’s Upper West Side. Her father was a hardworking, constantly auditioning New York actor. Mary attended the Fiorello H. LaGuardia High School of Music & Art and Performing Arts made widely famous by the 1980 dramatic film Fame based on student life at the School of Performing Arts. Mary studied art with a particular passion for charcoal drawing with its kinetic form of big, bold, and fast movement. She was graduated with a degree in Liberal Arts from Keene State College in New Hampshire. Her career experience prior to Green Mountain Power included a breath of variety – for a large fund manager specializing in money markets, for state government, and in banking. Through our conversation it will become very apparent how Mary’s creative and liberal arts background and variety of experience renders her as a uniquely effective leader in a utility industry that most often abides by tradition. I’d like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. See you next time. Informative and Helpful Links An April 3rd 2013 article on architecture website Arch Daily entitled “ Can Architecture Make Us More Creative? ” by Jonathan C. Molloy posed an interesting lead in question: “What do MIT’s Building 20, the Ancient Greek Agora, 18th Century British teahouses, and early 20th century Parisian cafés have in common?” “They were some of the most creative spaces in the world.” Goes the answer. The Green Mountain Power INSPiRE SPACE. See video link on our program page on the Episode 19 page on our website. Website: https://gmpinspire.com/ From Roman Stoic philosopher, statesman, and dramatist Seneca, “Mihi crede, verum gaudium res severa est.” Epistulae morales, 23, 4 ---- “Believe me, true joy is a serious business.” Program Guide Episode 19 Redefining Leadership in a Traditional Industry with Mary Powell, President and Chief Executive Officer of Green Mountain Power Corporation 0:32 Introduction to Episode 19 and Mary Powell, President and CEO of Green Mountain Power 2:17 Introduction to Green Mountain Power 3:44 Progression of Green Mountain Power accomplishments and award recognition. 6:43 Origins of orientation toward fulfilling ‘customer dreams’ and ‘love’ for customers 7:52 The Tesla Powerwall as an answer to customer dreams and to ridding the dependence on ‘peakers’ in Vermont 10:38 Break 1 11:01 Innovation at Green Mountain Power 13:11 Physical space and its role in innovation and GMP’s INSPiRE SPACE. See video link on our program page on the Episode 19 page on our website. And “ Can Architecture Make Us More Creative? ” by Jonathan C. Molloy 16:54 Break 2 17:09 Boundaries or lack thereof at GMP 21:24 Break 3 21:46 M&A at Green Mountain Power and 'the ability to soar' 25:13 Final Break 4 25:28 Conclusion : Mary Powell’s leadership that draws upon her upbringing and liberal arts education 27:40 Famous Last Words – Seneca “Mihi crede, verum gaudium res severa est.” Epistulae morales, 23, 4 28:06 Preview of upcoming Episode 20 and Patricia Kampling, CEO of Alliant Energy in Madison Wisconsin. Biographies of Guests Ms. Mary Powell Mary Powell is nationally recognized as an energy visionary, positioning Green Mountain Power as a leading energy transformation company. Delivering clean, cost-effective and highly reliable power to customers all across Vermont, GMP offers cutting-edge products and service to reduce costs and carbon. In 2017, GMP was named one of the top 10 energy companies in the world by Fast Company . GMP has also achieved the top score for mid-sized utilities in the East Region in J.D. Power’s 2016 electric utility residential customer satisfaction study. Mary has served as president and chief executive officer for GMP since 2008. She initiated and implemented a strategic and comprehensive restructuring of the company that dramatically transformed GMP, and she has been the backbone of a cultural transformation and service quality improvement. Fast, fun, and effective is her motto. Under Mary’s leadership, GMP became the first utility in the world to become a member of B Corp, showing a commitment to use energy as a force for good. Mary has delivered on an ambitious energy vision to provide low-carbon, low-cost and highly reliable power to Vermonters. As a result, GMP became the first utility to offer to help customers go off-grid, built Vermont’s largest wind farm, made Rutland, Vermont, the Solar Generation Capital of New England, and installed smart grid technology across GMP’s service territory. In 2012, Mary led the acquisition of Central Vermont Public Service (CVPS), with a promise to generate $144 million in savings for customers. GMP has grown from serving 88,000 customers in 2008 to serving over 260,000 customers, with revenues of more than $640 million and $2 billion in assets. And in 2015, Mary led another partnership with Tesla, with GMP becoming the first utility anywhere to offer customers the Tesla Powerwall battery. In 2014, Mary was recognized by Powergen as the Woman of the Year, in 2015 The Burlington Free Press named her Vermonter of the Year, in 2016 Fast Company named Mary one of the 100 most creative people in business, and in 2017, Mary was named one of the top 25 Most Influential Women of the Mid-Market by CEO Connection. Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 16 years in management and leadership consulting he has served a wide array of industrial clients. This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors. He holds an MBA from the University of Chicago and over his 27-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago. He is an expert on hiring and promotion decisions and leadership development. Over the course of his search career, he has interviewed thousands of leaders. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Please rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts. Please rate us and spread the word among your fellow executives and board colleagues. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2019. All rights reserved.…

Leadership Lyceum: A CEO's Virtual Mentor

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Leading a Regional Electricity Grid: Transition to a Clean Energy Future with Gordon van Welie, CEO of ISO New England 34:42

for 6 years siden34:42

34:42

A CEO’s Virtual Mentor Episode 17 "Leading a Regional Electricity Grid and the Transition to a Clean Energy Future" with Gordon van Welie, President and CEO of ISO New England Welcome to Episode 17. I joined Gordon Van Welie, President and Chief Executive Officer of ISO New England on a clear late summer's day at his office just outside of Springfield, Massachusetts. The general population would likely not be aware of the pivotal and critical role that an independent system operator plays in the reliable delivery of electricity across large regions of the United States moment by moment, 24/7. ISO New England is an independent system operator that is responsible for the transmission of electricity across the six-state New England region that includes Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont. The company's power system engineers, economists, computer scientists and other professionals ensure that the region has reliable, competitively priced wholesale electricity today and into the future. Gordon hails from South Africa and spent the foundational years of his career in a variety of engineering roles with Eskom, South Africa's electric utility. He joined Siemens and served as vice president and general manager of their power system's control division, delivering IT solutions for electric companies. From Siemens, he joined ISO New England as COO in September of 2000 and, shortly thereafter, was promoted to CEO in May of 2001. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe on iTunes. See you next time. Informative and Helpful Links FERC Orders 888 and 889 ISO New England’s website Program Guide Episode 17 Leading a Regional Electricity Grid and the Transition to a Clean Energy Future An Interview with Gordon van Welie, President and Chief Executive Officer of ISO New England 0:30 Introduction to Episode 17 1:07 Introduction to ISO New England and Gordon van Welie its President and CEO 2:18 Foundations and origins of Independent System Operators and Regional Transmission Operators 3:50 Federal Energy Regulatory Commission (FERC) Orders 888 and 889 4:30 Critical policy question – how to decarbonize the electric system. 8:05 Break 1 8:22 The regional, state and federal level policy tapestry that affects the ISO 14:50 Break 2 10:56 The regional-level versus state-level policy in New England 17:55 Break 3 18:17 Operational risks such as fuel supply and the changing generation resource mix 19:23 “Fuel security” explained 21:24 Break 4 21:46 Is there a phased approach to a carbon-free future that assures power availability? 24:16 Electricity storage and other constraints on arrival speed to our clean energy future 26:40 Break 5 27:01 What can policy makers do to alleviate the constraints? 28:47 Resources, people and talent at the ISO that lead and stay abreast 30:26 Working with universities – intern programs and R&D work with professors 32:23 Closing comments – Perspective for young people coming up in a dramatically more exciting electric industry. Biographies of Guests Mr. Gordon van Welie Gordon van Welie is President and Chief Executive Officer of ISO New England Inc., having previously served as the company’s Executive Vice President and Chief Operating Officer. He joined ISO New England from Siemens Power Transmission & Distribution LLC, where he served as Vice President and General Manager of the Power Systems Control Division and was responsible for managing information technology solutions for electric companies. Before coming to Siemens, Mr. van Welie held several positions at ESKOM, South Africa’s electric utility based in Johannesburg. Mr. van Welie is a member of the Executive Committee of the US National Committee of CIGRE and the Member Representatives Committee of the North American Electric Reliability Corporation (NERC). In 2016, he was awarded the Leadership in Power Award from the IEEE Power & Energy Society. Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997 Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 17 years in management and leadership consulting he has served a wide array of industrial clients. This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors. He holds an MBA from the University of Chicago and over his 28-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago. He is an expert on hiring and promotion decisions and leadership development. Over the course of his search career, he has interviewed thousands of leaders. Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcasts is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2019. All rights reserved.…

Leadership Lyceum: A CEO's Virtual Mentor

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Leading an Industry Association with Sue Kelly, CEO of the American Public Power Association 34:21

for 6 years siden34:21

34:21

A CEO’s Virtual Mentor Episode 18 Leading an Industry Association with Sue Kelly, President and Chief Executive Officer of the American Public Power Association (APPA) Welcome to Episode 18. I am joined by Sue Kelly, President and Chief Executive Officer of the American Public Power Association (APPA) in her office in Washington, DC. Our past 17 episodes have presented CEOs across a wide spectrum of company settings including publicly-traded, privately-held, and not-for-profits. This episode presents a CEO’s leadership over a unique type of organization – the industry association. Industry associations perform many complex roles for their membership including: as advocate for an industry’s position on political, legislative, and regulatory issues; as information source on current and emerging issues from an informed frontline position; as promoter of the industry, its people and their accomplishments; and as educator for the professionalism of its membership. The American Public Power Association serves its membership, which is comprised of about 1,400 public power utilities, in 49 states, excluding Hawaii, and including the territories of American Samoa, Guam, northern Mariana, the US Virgin Islands, and Puerto Rico. Sue Kelly has served as APPA's CEO since 2014. Like public schools and libraries, public power utilities are owned by the community and run as a division of local government. Governance is typically provided by a local city council or an elected or appointed board. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe on iTunes. See you next time. Informative and Helpful Links Alexis de Tocqueville’s Democracy in America Alex Radin’s Public Power - Private Life Washington Post Obituary for Alex Radin from May 31, 2014 Speech of Franklin Delano Roosevelt a Campaign Address in Portland, Oregon on Sept 21st 1932 Sue Kelly’s bio and blog Program Guide Episode 18 Industry Association Leadership and the American Public Power Association An Interview with Sue Kelly President and Chief Executive Officer of APPA 0:00 Introduction to Episode 18 1:44 Introduction to Sue Kelly, President and CEO of APPA 2:44 Associations, democracy, and Alexis de Tocqueville’s Democracy in America 3:30 An association’s general role and function 4:30 APPA’s service role and function 5:30 Sue Kelly’s foundational experience leading to CEO of APPA 6:33 Policy areas of focus in Sue Kelly’s foundational experience 7:39 Break 1 7:55 Well intended policies – unintended consequences: enter joint action agencies and the autobiography of long time APPA CEO Alex Radin - Public Power - Private Life 10:40 Break 2 10:56 The influence of Alex Radin on public power 12:10 Franklin Delano Roosevelt and public power as the birch rod and historical look at FDR’s influence on public power. Speech of Franklin Delano Roosevelt a Campaign Address in Portland, Oregon on Sept 21st 1932 15:14 Break 3 15:32 Story-worthy moments for Sue Kelly as CEO of APPA 19:46 Break 4 20:05 Technology’s role at APPA as enabler 25:13 The dark side of technology – cybersecurity risk 27:54 (Final) Break 5 28:15 APPA and mutual aid and assistance 32:32 Closing comments Biographies of Guests Ms. Sue Kelly Sue is president and CEO of the American Public Power Association — the first woman to hold the position in the Association’s 76-year history. Under her leadership, the Association has advocated to protect tax exemption for municipal bonds and preserve public power’s right to self supply in wholesale electricity markets. She has helped strengthen cybersecurity awareness and resources and raise the profile of public power. Sue was designated 2017 Woman of the Year by the Women’s Council on Energy and Environment. In 2015, she was named one of the 100 Most Powerful Women by Washingtonian magazine. She has been in the energy field for 35 years, spending much of her career as an energy lawyer. Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997 Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 16 years in management and leadership consulting he has served a wide array of industrial clients. This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors. He holds an MBA from the University of Chicago and over his 27-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago. He is an expert on hiring and promotion decisions and leadership development. Over the course of his search career, he has interviewed thousands of leaders. Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcasts is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2018. All rights reserved.…

Leadership Lyceum: A CEO's Virtual Mentor

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Turnarounds, Veterans, and a Tribute to Senator John McCain with Don Brandt, CEO of Pinnacle West 28:55

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28:55

A CEO’s Virtual Mentor Episode 16 "Turnarounds, Veterans, and a Tribute to Senator John McCain" with Don Brandt, Chairman, President and Chief Executive Officer of Pinnacle West Interview with Don Brandt, Chairman, President and Chief Executive Officer of Pinnacle West (Ticker: PNW ) and the turnaround of the company’s principal subsidiary, regulated utility Arizona Public Service through regulatory processes; also hiring military veterans and reservists; and, a tribute to the late Senator John McCain. This episode is dedicated to our military veterans and to the memory of Senator John McCain of Arizona. Welcome to Episode 16. I joined Don Brandt, Chairman, President and Chief Executive Officer of Pinnacle West, more commonly known as Arizona Public Service, under azure Phoenix skies in early March of 2018. $3.5 bln revenue Pinnacle West Capital Corp. is an energy holding company based in Phoenix, Arizona, has consolidated assets of about $17 billion, about 6,200 megawatts of generating capacity and 6,300 employees in Arizona and New Mexico. Through its principal subsidiary, Arizona Public Service, the Company provides retail electricity service to nearly 1.2 million Arizona homes and businesses. This episode is dedicated to our military veterans and to the memory of Senator John McCain of Arizona. Arizona Public Service has its origins within a storied past. Natural and man-made infrastructure were key to the settlement of the western US and provide the backdrop or dramatic context for wild west legend and lore. Railroads access, river crossings, mining, water resources, and power generation were antecedent admixtures to the conditions for statehood in the west. Arizona Public Service was founded five years after the infamous gunfight at OK Corral and a quarter century before Arizona became a state. The company has served Arizona for more than 125 years. Thanks for listening. We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe on iTunes. See you next time. Program Guide Episode 16 Turnarounds, Veterans, and a Tribute to Senator John McCain with Don Brandt, Chairman, President and Chief Executive Officer of Pinnacle West 0:30 Introduction to Episode 16 2:12 Leading a turnaround of the utility through more effective regulatory processes 5:17 Break 1 5:33 Broader historical context for the setting of the turnaround 12:06 Break 2 12:23 Managing decisions and divestiture of non-regulated diversified assets 14:47 Hiring Military Veterans and Reservists 18:30 Break 3 18:53 Don Brandt and Tony Orlando - Tribute to Senator John McCain 26:31 The End Biographies of Guests Mr. Donald Brandt Donald Brandt is Chairman of the Board, President and Chief Executive Officer of Pinnacle West and Arizona Public Service (APS). In 2009, Brandt was elected to Pinnacle West’s board of directors and promoted to Chairman, President and CEO of Pinnacle West and Chairman and CEO of APS. Before assuming these responsibilities, Brandt held several leadership positions with the company, including APS president, executive vice president and chief financial officer. He again added the title of president of APS in 2013. Prior to joining Pinnacle West in 2002, Brandt gained 20 years of power industry experience. He served as senior vice president and chief financial officer at Ameren Corporation, a St. Louis-based energy company. Prior to Ameren, he was at Price Waterhouse & Co., where he provided accounting, audit and consulting services to Fortune 500 public companies. A recognized industry leader, Brandt currently serves as chairman of the Nuclear Energy Institute and vice chairman of the Institute of Nuclear Power Operations. He also sits on the board of the Edison Electric Institute. Brandt is a leader in the community as well, serving on the boards of the McCain Institute, the Phoenix Art Museum and the Nature Conservancy in Arizona. Brandt earned his Bachelor of Science degree in business administration from St. Louis University. Mr. Tony Orlando Tony Orlando is one of America’s most endearing and enduring iconic stars. 2017 finds Tony bringing his exhilarating energy, warmth and humor to a tour of live concert shows across the nation as he celebrates over five decades as a beloved entertainer. 2016 found Tony collecting a dizzying number of top honors. These include the Casino Entertainer of the Year Award, recipient of the “Best All Around Entertainer” Las Vegas which he has won a total of four times, and previously three times in Atlantic City; Jukebox Artist of the Year Award from the Amusement and Music Owners Association of New York; The Ellis Island Medal of Honor one of the nation’s most prestigious awards; The Bob Hope Award for excellence in entertainment from the Congressional Medal of Honor Society honoring his efforts on behalf of our nation’s veterans. Tony’s tireless work on behalf of our veterans led to his being named Honorary Chairman at the 40th Anniversary at the NAM-POW’s Homecoming Celebration at the Richard M. Nixon Presidential Library in 2014. He serves on the Board of Directors for the Eisenhower Foundation as well as Honorary Chairman of Snowball Express, an organization that serves the children of our fallen military heroes. Tony also hosts the Congressional Medal of Honor dinner every year in Dallas to honor our Medal of Honor recipients. He has also served as the Master of Ceremonies at the Secretary of Defense Freedom Awards at the Pentagon. Few entertainers have excelled in so many realms as Tony has: a top selling recording artist, songwriter, concert headliner, network television star, Motion Picture actor, Broadway performer and author. Tony was also GM and Vice President of CBS-Music Division April-Blackwood Music from 1966-1970. He represented such songwriters as James Taylor, Laura Nyro, Blood Sweat and Tears and signed and produced Barry Manilow’s first recording while working for the legendary Clive Davis. Grammy Nominee Tony Orlando has sold millions of records, including five number one hits: “Tie A Yellow Ribbon ‘Round The Ole Oak Tree,” “Knock Three Times,” “Candida,” “My Sweet Gypsy Rose” and “He Don’t Love You (Like I Love You).” “Tie A Yellow Ribbon” was the number one Billboard Song of 1973 and became Orlando’s theme song, and grew into an American anthem of hope and homecoming, reunion and renewal. He has 2 Platinum albums, 3 Gold albums and 15 Top 40 Hits. Tony Orlando and Dawn rank among the Top 100 Billboard Magazine artists of all-time. The enormously popular Tony Orlando and Dawn television variety show ran for four seasons, from 1973 to 1977, on CBS. The show catapulted Tony Orlando and Dawn from popular recording artists into major stars. Tony Orlando and Dawn was the first multi-racial singing group to star in a network television series. Tony is still one of the most popular live concerts artists, and has headlined around the world and entertained for five US Presidents. Like a painter, Tony is an artist who steps onto a stage as if it were a blank canvas. Each show he weaves colorful emotions set to music touching the deepest part of a person’s heart. A 2016 review says it best, “The truth is: Tony Orlando is more than a singer. He has the ability to reach an audience, touch us inside, and connect with us on a higher level with his voice, style, and values.” Tony is a recipient of three American Music Awards and two People’s Choice Awards for best male entertainer. For outstanding achievements to the entertainment industry Tony was awarded a star on the Hollywood Walk of Fame. Orlando has a wife Francine, a daughter Jenny and a son Jon. Thomas B. Linquist Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 16 years in management and leadership consulting he has served a wide array of industrial clients. This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors. He holds an MBA from the University of Chicago and over his 27-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago. He is an expert on hiring and promotion decisions and leadership development. Over the course of his search career, he has interviewed thousands of leaders. Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997 Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 16 years in management and leadership consulting he has served a wide array of industrial clients. This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors. He holds an MBA from the University of Chicago and over his 27-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago. He is an expert on hiring and promotion decisions and leadership development. Over the course of his search career, he has interviewed thousands of leaders. Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcasts is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2018. All rights reserved.…

Leadership Lyceum: A CEO's Virtual Mentor

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“Earth Day Episode” with Ralph Cavanagh, Natural Resources Defense Council 35:29

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Welcome to Episode 15. This is The Leadership Lyceum’s special Earth Day 2018 episode of A CEO’s Virtual Mentor on Climate Change and Clean Energy. We are pleased to present an interview with Ralph Cavanagh, Co-Director of the Energy Program at the Natural Resources Defense Council from October 23, 2017. We honor Earth Day by bringing in a much deeper perspective than is typically seen by the environmentally-conscious consumer. We look deeply at the prospects for clean energy on a massive scale in the western region of the US through the lens of the NRDC, the remarkable development of energy efficiency as a resource, and the exciting prospects for clean energy integration across the west through electricity grid regionalization in the western electric transmission grid. The Natural Resources Defense Council or NRDC is an NGO with really a superhero's mission of working to safeguard the earth, its people, its plants and animals, and the natural systems on which all life depends. This is a tall order, requiring courageous, charismatic, and competent policy-oriented leaders of influence to carry out the mission. Ralph Cavanagh joined the NRDC in 1979 and has focused on removing barriers to cost effective energy efficiency, and on the role that electric and gas utilities can play in leading a clean energy transition. Ralph has taught energy law and policy at Harvard Law School, Stanford Law School, U.C. Berkeley Law School, and at the University of Idaho. Ralph serves on several boards. The Bipartisan Policy Center, The Northwest Energy Coalition, Renewable Northwest, The Center for Energy Efficiency and Renewable Technologies. Ralph chairs the advisory board of the U.C. Davis Energy Efficiency Center. He's a graduate of Yale University, and Yale Law School. Program Guide for Episode 15 "The Earth Day Episode" 0:33 Introduction to Episode 15 Part One 2:00 Introduction to the NRDC Mission 4:37 Energy Efficiency 8:15 Integrated Strategies for Energy Efficiency Part Two 16:27 Western Electric Grid Integration 34:28 End of Episode Informative and Helpful Links The Natural Resources Defense Council - https://www.nrdc.org/ Email us: info@LeadershipLyceum.com Please subscribe to the Leadership Lyceum: A CEO’s Virtual Mentor® at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients. This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors. He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago. He is an expert on hiring and promotion decisions and leadership development. Over the course of his search career, he has interviewed thousands of leaders. Please subscribe to the Leadership Lyceum: A CEO’s Virtual Mentor® in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. This podcast Leadership Lyceum: A CEO’s Virtual Mentor® has been a production of The Leadership Lyceum LLC. Copyright 2018. All rights reserved.…

Leadership Lyceum: A CEO's Virtual Mentor

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The Philanthropy Episode - A Holiday Double Feature 1:36:28

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