1: The First 90 Days - How You Show Up and Integrate Yourself into a New Company
Alpine Playbook
In this episode of Alpine Playbook Podcast Series, Jessie Yu shares her experience being a newly appointed CEO, the challenges in terms of people management, customer relations and most especially how she show up, integrate and establish herself into the company.
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2: Add-On Insights - Cullen Knights
Alpine Playbook
In this episode of Alpine Playbook Podcast Series, Cullen Knights share his experience being a new CFO, the challenges he faced when they had two company merger in terms of management, system, and overall integration.
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3: The First 90 Days: How You Show Up and Integrate Yourself into a New Company with Connor McCarthy
Alpine Playbook
In this episode of Alpine Playbook Podcast Series, Connor McCarthy shares his experience being a new CEO of Beneco, the challenges he faced in terms of learning the overall domain of the company, his experience from his first boardroom meeting and steps he did to understand the company process, culture, and vocabulary.
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4: The First 90 Days: How to Show Up and Integrate Yourself into a New Company
Alpine Playbook
During the show, Alex will share how he was able to reach such rapid success as the new CEO of ImageQuix. Learn how to create a positive change in your employee culture while gaining trust and respect from your team. Understand the importance of analyzing your customer's needs and product. Find out the advice Alex has for any CEO integrating into a new company.
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5: The Transition to CEO
Alpine Playbook
During this interview, Jim will share how to gain the trust and respect of employees as a new CEO. Expect to learn how to implement early change in your organization, boost company performance and successfully prepare for your first board meeting. Listen to learn how to drive a positive culture while focusing on growing your team and hiring needs.
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6: Ken Lyons Playbook
Alpine Playbook
Ken Lyons leads Cleo’s worldwide sales organization and is responsible for sales strategy and global market expansion driven through Cleo's direct sales team, channel partner program, and strategic alliances. He brings more than 20 years of experience in building and leading successful enterprise sales teams in cybersecurity, managed file transfer, B2B file exchange, and ecosystem integration.
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7: Tyler Morrison’s Leadership Signature
Alpine Playbook
Tyler joined Riverside Insights in June 2019 and works with our exceptional customer-focused teams to help them make our customers’ experience easy, enjoyable, and insightful.
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8: Georgine Muntz Founder Transitions
Alpine Playbook
Successfully transitioning from founder growth culture to a healthy growth culture isn't always easy, and here today to help us understand it further is Georgine Muntz, Board Chair and CEO of Visual Matrix and KidKare within Alpine Software Group.
info_outlineWhen a company is acquired or when companies merge, imposing a new company culture, system and overall integration are the top challenges to be faced.
Cullen Knights is the CFO, Head of Strategy of TEAM Risk Management Strategies, a national leader in the outsourced household employment market. We provide payroll, human resources, and risk management through our employer of record services to fiduciary who manage trusts, estates, and guardianship nationwide.
In this episode of Alpine Playbook Podcast Series, Cullen Knights share his experience being a new CFO, the challenges he faced when they had two company merger in terms of management, system, and overall integration.
Let’s listen as Cullen’s talks about Add-on Insight.
Connect with Cullen Knights:
Links:
Timestamps:
- 00:42 – Cullen Knights professional background as the CFO of TEAM
- 01:50 – How he became the company’s CFO
- 02:59 – All about ‘Add-ons’
- 03:12 – Background on what TEAM is all about and the service they provide
- 04:17 – How they found 2 companies that are fit for TEAM’s core for ADD-ONS integration
- 05:17 – All about Acumen Fiscal Agent and PASCO
- 10:33 – Their approach to the culture, systems and overall integration
- 12:20 – Cullen describes TEAM’s company culture
- 14:46 – How they decided which system from which company would be utilized post add-on
- 17:20 – Talking about the front end integration
- 18:18 – The legal regulatory requirements for the integration
- 19:57 – The challenges he experienced in handling the Add-ons
- 21:55 – Status of the Add-on project in terms of success metric