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A podcast that explores the ways Shore Capital Partners brings billion-dollar resources to the microcap space. With this series, we highlight the array of resources Shore provides as well as their real-world impact, best-practices, and case studies.
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🌟 Welcome to "Keeping the Shul Lights On" Podcast! 🕍✨ Embark on a transformative journey with us, delving deep into the heart of synagogue operations, the intricacies of building a vibrant Jewish community, and the dedication of synagogue executives and organizational leaders. This podcast, proudly brought to you by Shul Marketing, is your gateway to uncovering the secrets behind successful synagogue management and community engagement. Meet Your Host: Howard Wolpoff 🎙️ I'm Howard Wolpoff, y ...
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In this episode, Hannah Credille shares her journey from an early career in technical accounting to becoming a strategic leader on the Shore Resource Team. She discusses the impact of transitioning to an operationally focused role, her experiences supporting portfolio companies, and her first year, including serving as an interim CFO. Hannah emphas…
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In this episode, Brandon Coan, CFO of Hueman People Solutions, reflects on how his experience with the Shore Resource Team prepared him for his first CFO role. He shares stories from his work on 100-day Plans, the challenges of stepping into interim roles, and his transition into full-time leadership at Hueman. Brandon also discusses the lasting im…
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Beth draws upon her vast health experience to lead us to heal from cell to soul. By being real she creates magic in her practice. Here she describes one magical and pivotal teaching moment that illuminated how students and clients often feel that closes them off to learning and healing that most teachers miss. Beth shares her insights honestly (i.e…
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In this episode, Caitlin Zager dives into how Shore Capital utilizes research to guide investments from initial analysis to exit. She discusses the importance of using data to identify market trends, validate strategies, and adapt to industry changes. Caitlin also provides practical examples of how research drives decision-making and enhances portf…
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In this episode, Bill Clendenen and Michael Burcham discuss what can get a CEO fired. They outline the CEO’s core responsibilities: setting a clear vision, building the right team, holding people accountable, and fostering a culture of success. Failing to deliver results, lacking transparency with the board, or not hiring quickly enough are key rea…
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In this episode, Bill Clendenen and Michael Burcham explore the essence of strategy for CEOs, explaining how it defines a company's plan to win, while the strategic plan outlines the steps to achieve that goal. Failing to align the organization around the strategy risks confusion and missed opportunities, making it crucial for everyone, from frontl…
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In this episode, Bill Clendenen and Michael Burcham discuss the vital role of team building for CEOs, particularly in scaling businesses. They highlight the importance of hiring a CFO early and stress the need for self-awareness in leadership. CEOs must recognize their strengths and weaknesses to assemble teams that complement their abilities. They…
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In this episode, Ryan McNally, COO of Courser, reflects on his journey from investment banking and private equity to operations. The CXO Fellows Program was the catalyst for his transition, enabling him to take a deep dive into the IT services industry and move from advising businesses to actively leading them. As Courser has grown, he has focused …
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In this episode, Beth LaBossiere, Chief of Staff at Whetstone Distribution, shares how the CXO Fellows Program helped her transition from consulting to operations. It was a transition that not only introduced her to a new career path but also to an entirely new industry. This required her to develop a new set of skills, which she accomplished with …
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In this episode, we sit down with Mark Larsen, a CXO alumnus who now serves as the CEO of Connexure, to discuss his remarkable career growth. Mark reflects on his early days as a CXO, explaining why he chose this career path, how failure contributed to his professional development, and the importance of building relationships in the microcap space.…
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In this episode, Emily Kahn reflects on her first year with Shore Capital's CXO Fellows Program. She shares her transition from being a consultant to a private equity-backed executive, explaining the reasons behind her career shift. Emily emphasizes the importance of building relationships and the support she received from the CXO alumni network. S…
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In this episode, Rob Collins of SENTA Partners discusses his experience with Shore Capital's CXO Fellows program. He details joining SENTA unconventionally, taking on leadership roles, and contributing to the company's growth. Rob highlights the importance of facing challenging tasks, the benefits of the CXO network, and key lessons learned, emphas…
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In this episode, seasoned executives Bill Clendenen and Michael Burcham discuss what it takes to become a successful CEO within a Shore Capital portfolio company. They highlight the importance of having a bias for action, grit, and determination, as well as the capability to lead and mentor simultaneously. They emphasize the need for true humility,…
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In this episode, seasoned executives Bill Clendenen and Michael Burcham discuss the crucial attributes of a successful CEO, especially within private equity. They emphasize the importance of financial acumen, empowering the team without micromanaging, and the continuous education and coaching of teams. Both highlight the necessity for potential CEO…
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In this episode, we welcome Jeff Williams, COO of Shore, and Max Martineau, Chief of Staff, who discuss the Partnership Development Team (PDT) and its role in identifying successful partners across our portfolio. The conversation offers a look at the process of investment and acquisition, underscoring the PDT’s impact on driving growth in the micro…
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In this episode, we welcome Jeff Williams, COO of Shore, and Riley Looser, Head of the Resource Team, who discuss Shore's approach to CFO operations including the partnership with the Shore Resource Team (SRT). They share insights into the power of the portfolio CFO cohort for sharing knowledge and best practices. They also highlight the necessity …
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In this episode, we're joined by Conor Leamy, Shore's Chief Talent Officer, who sheds light on his team’s strategic use of pattern recognition and data analytics in executive talent acquisition across the Shore portfolio. Conor discusses how these tools help mitigate natural biases in hiring practices and enable our microcap companies to win the “w…
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Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs came from operating careers to provide subject matter expertise and support to portfolio companies. COEs directly support companies on projects, share best practices between companies, and promote connectivity between companies so that 40+ companies c…
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Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs came from operating careers to provide subject matter expertise and support to portfolio companies. COEs directly support companies on projects, share best practices between companies, and promote connectivity between companies so that 40+ companies c…
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Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs came from operating careers to provide subject matter expertise and support to portfolio companies. COEs directly support companies on projects, share best practices between companies, and promote connectivity between companies so that 40+ companies c…
  continue reading
 
Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs came from operating careers to provide subject matter expertise and support to portfolio companies. COEs directly support companies on projects, share best practices between companies, and promote connectivity between companies so that 40+ companies c…
  continue reading
 
In this episode, we discuss Shore Capital’s approach to Talent Development, specifically through Shore University’s Leadership Academies. We’ll explore how Shore is investing in talent development and the benefits for portfolio companies. We’ll hear from new and seasoned leaders about their experiences and how they’ve put learning into action. This…
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Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs came from operating careers to provide subject matter expertise and support to portfolio companies. COEs directly support companies on projects, share best practices between companies, and promote connectivity between companies so that 40+ companies c…
  continue reading
 
An executive director needs to set the tone for the staff as part of creating a relationship with the congregation. This has been the focus of our next guest and a measure of her leadership success. Sheila Goldman of Shomrei Torah Synagogue of West Hills, CA shares her experiences as the Executive Director of a shul that has utilized grants to enha…
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Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs came from operating careers to provide subject matter expertise and support to portfolio companies. COEs directly support companies on projects, share best practices between companies, and promote connectivity between companies so that 40+ companies c…
  continue reading
 
Our latest episode focuses on the need to develop, implement and follow a strategic plan for your synagogue to create and continue growth while maintaining stability. Michael Kahn of Beth Hillel Bnai Emunah of Wilmette, IL shares his experiences as the Executive Director of a shul that he has grown up in and how he has helped lead his congregation …
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Our latest conversation is with Barry Herman of Ahavath Achim Synagogue of Atlanta, GA where we discuss the many aspects of the role of Executive Director with someone that has served two separate terms in that role at the same conversation. As a lifelong Serial volunteer, Barry has taken his experience as a business owner and addressed the busines…
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It is a rewarding opportunity to be the Executive Director of a synagogue, but there is an emotional accomplishment when it is actually the shul you grew up in. Our guest for this episode of Keeping The Shul Lights On is Matt Walzer of Beth El Synagogue in St. Louis Park, Minnesota, and he shares his journey moving back to his home community to bei…
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Our latest guest has an incredibly deep background before becoming a synagogue executive director. Jeff Jacob has become a cause leader and has brought his experiences from the corporate world, the music industry, operating a dog rescue and serving as an assistant executive director at another synagogue to Temple Beth El in Hollywood, Florida. He h…
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Our newest episode is a great conversation on leadership and operations of a congregation. Sarabeth Salzman serves as the Executive Director of Emanuel Congregation in Chicago. She comes from a professional career within the Jewish community for over 15 years, including Federations, Synagogues and Overnight Camps. We discuss the keys of connecting …
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The Shore Resource Team (SRT) is a dedicated team of finance and operations professionals within Shore Capital. SRT offers support, expertise, and bandwidth to portfolio companies to help go faster with less risk. In this episode, Jeff Williams, Shore Capital COO, and members of the SRT describe how the team works, the types of projects they take o…
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