Leadership and Business

Tatia Granger, a clinical associate professor at William & Mary’s School of Business, shares her insights on effective teamwork. She discusses the surprising benefits of collaboration, revealing studies that show teams often outperform individuals in decision-making. Granger highlights the importance of leadership in unstructured teams, especially in remote settings, and emphasizes the role of team coaching in enhancing performance. She also explains how to maximize team meetings as networking opportunities to foster collaboration and achieve clear outcomes.

Cate Faddis is in the midst of an interesting career and journey. She has spent over 25 years in investment management and financial services, working as a managing partner at Mason Capital Partners, and President and Chief Investment Officer at Grace Capital. Early in her career she spent time with Deloitte and Putnam Investments. Today she’s a portfolio manager for Zevin Asset Management. A William & Mary graduate who went on to earn her MBA at Harvard Business School, Faddis spoke at the annual Women’s Stock Pitch, hosted by the William & Mary School of Business and its Boehly Center for Excellence in Finance in April. Before speaking with students, she spoke with us about, among other things, her interesting journey, leadership, and how to build confidence. Learn how the Raymond A. Mason School of Business at William and Mary can help you and your organization develop your top talent through customized executive education and professional development programs. Visit us at www.wmleadership.com. Thank you for listening.

The intersection of finance, technology, and the future are the focus of a new book, titled “From Hoodies to Suits: Innovating Digital Assets for Traditional Finance.” The book just released this month bridges the gap between the hoodies - who invented the technology behind the digital assets - and the suits who run traditional financial markets. Annelise Osborne is the book’s author. A William & Mary graduate who went on to earn her MBA at Columbia, Osborne spoke at the annual Women’s Stock Pitch, hosted by the William & Mary School of Business and its Boehly Center for Excellence in Finance in April. After speaking with students, she sat down with us to discuss hoodies, suits, and the future of finance. Learn how the Raymond A. Mason School of Business at William and Mary can help you and your organization develop your top talent through customized executive education and professional development programs. Visit us at www.wmleadership.com. Thank you for listening.

Last month, the William & Mary School of Business and its Boehly Center for Excellence in Finance hosted the annual Women’s Stock Pitch competition where 24 teams consisting of undergraduate women from the world’s top universities competed, networked, and learned. One of the keynote speakers for the event was Lisa Petrelli, managing director, acting country head, and head of global markets for Canada at UBS. A board member for 100 Women in Finance, Petrelli has 25 years of experience on Wall Street. After delivering her keynote, she sat down with us to talk about a variety of subjects pertaining to Wall Street and leadership. More specifically: the diverse backgrounds of her peers, the markets, and the one constant - change.  Learn how the Raymond A. Mason School of Business at William and Mary can help you and your organization develop your top talent through customized executive education and professional development programs. Visit us at www.wmleadership.com. Thank you for listening.

We interact with it on a regular basis; some of us daily, some weekly. Whatever the frequency, it’s a major part of life and spending. Retail. Whether it’s discount stores, department stores, online or brick-and-mortar, retail is a massive sector. And for the most part, since the beginning of the pandemic, things have been good for retailers. For much of his career, Greg Melich has studied and analyzed retail. He’s partner and Senior Managing Director at Evercore, a global independent investment banking advisory firm. On a recent visit to William & Mary, he sat down with us to discuss the state of retail, the hot topics, and where things are headed.  Learn how the Raymond A. Mason School of Business at William and Mary can help you and your organization develop your top talent through customized executive education and professional development programs. Visit us at www.wmleadership.com. Thank you for listening.

The adoption of artificial intelligence and generative AI is moving so quickly. Leaders, companies, and organizations are working to determine how AI can best help them, their employees, their customers, and others. And while the work continues, some organizations have found the sweet spot: developing ways AI and employees work together to provide outstanding customer service by using the best of technology and people. One of those organizations is the financial services firm Edward Jones. Zar Toolan is Principle, Wealth Platforms, Data, and AI for Edward Jones. He recently visited the William & Mary School of Business to talk with students. Then he talked with us about artificial intelligence and leveraging AI to build better connections. Learn how the Raymond A. Mason School of Business at William and Mary can help you and your organization develop your top talent through customized executive education and professional development programs. Visit us at www.wmleadership.com. Thank you for listening.

Sean McDermott, head coach of the Buffalo Bills and William & Mary graduate, shares his insights on principled leadership rooted in empathy and humility. He discusses the journey from player to coach, emphasizing the impact of mentors and culture in building a successful team. McDermott highlights the emotional challenges of coaching, especially during critical moments, and the importance of player well-being. He also offers valuable advice for young leaders on cultivating their skills for future success while embracing diverse perspectives in teamwork.

If you’ve lived for any length of time, you have experienced grief. It’s a universal emotion caused by losing someone or some thing you’ve loved or cared about. Whether it’s the loss of a job, the death of a family member, or loss of a pet, grief and grieving can be intense - strong enough to adversely affect your work and life. Martha Rouleau is an adjunct lecturer and mindfulness/wellness professional at William & Mary. She works at the university’s McLeod Tyler Wellness Center. She recently delivered a presentation on grief and the brain to William & Mary faculty and staff. Afterwards, she joined us to talk about grief and grieving; what they are, and how to approach them as a person, colleague, and leader. If you’ve lived for any length of time, you have experienced grief. It’s a universal emotion caused by losing someone or some thing you’ve loved or cared about. Whether it’s the loss of a job, the death of a family member, or loss of a pet, grief and grieving can be intense - strong enough to adversely affect your work and life. Martha Rouleau is an adjunct lecturer and mindfulness/wellness professional at William & Mary. She works at the university’s McLeod Tyler Wellness Center. She recently delivered a presentation on grief and the brain to William & Mary faculty and staff. Afterwards, she joined us to talk about grief and grieving; what they are, and how to approach them as a person, colleague, and leader.

Success today requires resilience. Whether it’s a company dealing with a major shift in the market, or an individual faced with a significant personal or professional obstacle, resilience is a requirement. Casey White knows all about resilience. A young, fit, working professional at the start of her career, she became unexpectedly and critically ill, and began a lengthy fight for her life that would ultimately take away her ability to walk. Now, five years later, her life and career are back on track. She credits much of her amazing recovery to resilience. She joins us to talk about the lessons she learned about resilience.  Learn how the Raymond A. Mason School of Business at William and Mary can help you and your organization develop your top talent through customized executive education and professional development programs. Visit us at www.wmleadership.com. Thank you for listening.

It’s been a little over a year now since most of us were introduced to ChatGPT. Since that time, many professionals, businesses and organizations have worked hard to understand not only ChatGPT, but    machine learning and Artificial Intelligence, and what it all can do to assist employees, serve customers, and positively affect the bottom line. There’s no shortage of information in media coverage regarding Artificial Intelligence, but in the race to embrace AI, it can be challenging to determine what’s fact and what’s fiction. Our guest today is here to help. Rachel Chung is an award-winning professor at William & Mary’s School of Business. Among other things, she teaches business analytics, machine learning, and AI. She joins us today to discuss the myths and truths about Artificial Intelligence. Learn how the Raymond A. Mason School of Business at William and Mary can help you and your organization develop your top talent through customized executive education and professional development programs. Visit us at www.wmleadership.com. Thank you for listening.