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Women in Retirement: Third Thursdays

Women in Retirement

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The “Third Thursdays” podcast is powered by the American Retirement Association (ARA), which champions women’s initiatives. Through its ARA Council for Women, ARA is a comprehensive resource for women working in the retirement plan industry. These 60-to-90-minute podcasts have a unique vibe and feature industry presentations and attendee interaction. Each Third Thursday’s experience focuses on one of the four core topic areas: leadership, marketing, practice management, or personal growth.
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CA Hotline

WICASA

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It’s hard to balance Articleship with CA studies... CA Hotline is an initiative by WIRC WICASA where we will get to hear about the experiences of some of the most enthusiastic personalities, who will guide us and walk us through their journey filled with success and failures. Whether you want examination tips and tricks, motivation or just hear some great career advice, this is the podcast for you!
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CEO Speaks

ICAI WIRC

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CEO Speaks details the journey of some of India's most powerful business leaders from an article (trainee) to CEO. In India, Chartered Accountancy (CA) is one of the most sought-after career options. It is a prestigious and rewarding profession. A career in accountancy is also considered one of the best routes to the Chief Executive Officer (CEO) role. CEO Speaks is a podcast by Western India Regional Council of The Institute of Chartered Accountants of India (Setup by an Act of Parliament)
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In this episode of Women at WIRC, Candice Rania, president of LEFF Design Build, discusses the transition of the company to an Employee Stock Ownership Plan (ESOP) from a sole ownership model. With LEFF two years into this change, Candice shares insights into the cultural transformation, operational logistics, and goals for the company's future. Sh…
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Sponsored by: Commonwealth Financial Network In this episode of Women in Retirement: Third Thursdays, the vital role of how branding plays in both personal and corporate success. Featuring insights from Jennifer Lawrence, Director of Retirement Operations at Element Financial, Kelli Beckstrom, Brand Manager at Legacy Planning, Valerie McClendon, Fi…
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In this episode of Women at WIRC, Editor Caroline Broderick interviews Alaina Money-Garman, CEO and co-founder of Garman Homes (garmanhomes.com), who was honored as Woman of the Year at the WIR+CC Conference (womensconstructionconference.com).Alaina believes that accepting projects that don't monetarily move the company forward pays dividends by mo…
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In this episode of Women at WIRC, Custom Builder Online Editor Caroline Broderick interviews Ginger Curtis, founder and CEO of Urbanology Designs, about the emerging field of neuroaesthetics. Ginger shares her personal journey through significant life challenges, including her daughter's leukemia and her own battle with breast cancer. She discusses…
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In this episode of Women at WIRC, Bree Jones, founder and CEO of Parity Homes, shares her transformative journey from Wall Street to affordable housing development. Driven by incidents of racial injustice and gentrification in her Bronx neighborhood, Bree purchased and renovated an abandoned building in the Bronx, providing a deeply affordable home…
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When it comes to saving for retirement, women face a different set of challenges. In this fireside chat with Carrie Schroen, BlackRock’s Head of the US DC Intermediary Business, and KC Boas, BlackRock’s Head of Retirement Marketing and Thought Leadership, we unpack the retirement gender wealth gap. Part- retirement content, part- career development…
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LEFF Design Build Director of Operations Morgan Thomas is tired of ineffective, boring meetings. At LEFF, Thomas has learned—and taught—how to maximize everyone's time through engaging, productive meetings. After all, design-build remodeling thrives on communication, so you better do it correctly.On this episode, Thomas shares her background in con…
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With the aging population growing so rapidly and birth rates declining, many industries could be up against labor shortages. As many employers face a coming wave of baby-boomer retirements, the resulting gaps in unique skills, experience, and institutional knowledge may be difficult to fill. Keeping mature workers engaged may help ensure that your …
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Stephanie Dailey of Steven Dailey Construction has more than 110,000 followers @stephaniebuildsit on Instagram—and most of that happened within the past year.On this bonus track for Women at WIRC, Dailey shares her Instagram growth story and actionable tips for contractors looking to up their social media game.00:00 Opening Question on Social Media…
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Every business needs a story. Steven Dailey Construction's story is its people, its reputation, and its community. On this episode of Women at WIRC, Vice President Stephanie Dailey shares how the contractor shares its story to gain clients through its website, community involvement, social media, and more."We don't do any marketing. The most market…
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On this episode of Women at WIRC, Bridget Bacon, development manager at Red House Design Build (https://redhousecustombuilding.com/), discusses the journey she underwent to systematize the pre-construction process at the Rhode Island-based remodeling company.Bacon identified issues all contractors have faced: slippage, a delayed design process, and…
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Laura Burnes is the director of project planning and design at Adams + Beasley Associates in Carlisle, Mass. On this episode, Laura delves into her approach to leadership and project management, which relies on an emphasis of effective communication, in addition to sharing insights into the company's winning culture. Laura shares insights into conf…
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Remodeling goes through ups and downs, depending on the economy. It’s inevitable. But not everyone can withstand those ups and downs. But Medford Remodeling can, as long as they follow their plans.The company uses its airtight systems, detailed analytic tracking, and thorough scale up and scale down plans to prep for contraction and expansion.On th…
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PenChecks COO Alexandra Gerritsen has been a hard charger her entire career, delivering exceptional performance for her employers. Her journey was full of eye-opening “Oh S@%$” moments that impacted her growth as a manager and leader. What started out as a metrics and performance-driven mindset evolved into one that builds relationships and team al…
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On this episode of Women at WIRC, Alison McLennan joins us to talk about making the decision to strategically grow a remodeling business.Though McLennan co-founded the business, McLennan Contracting (https://www.mclennancontracting.com/), with her husband, she remained in a supporting role for the first 15 years of operation. But five years ago, wh…
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In personal branding, we’re encouraged to be authentic and diverse but then criticized when we open up, making us wonder—what does the world really want from us? How can we express ourselves in a way that we’re comfortable with, that’s “real and true,” but not scare away our target audience? In what ways can we be vulnerable and strong? If creating…
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Big Plan, Little Plan. What do they have in common, and what are their unique differences? What are the needs and resources of the plan sponsors of each? While it might be counterintuitive, even a “Mega Plan sponsor” who may seem like they command superior resources finds that they need the expertise of their service partners even more! This lively…
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We discuss the Safer Act, which became a provision in SECURE 2.0 allowing penalty-free withdrawal from retirement plans for victims of domestic abuse. Given the breadth and scope of domestic violence, this educational session offers background information on the Safer Act and its importance. We look towards 2024 when the provision will go into effe…
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Dolores Davis of CG&S Design-Build (https://www.cgsdb.com/) joins us on this episode of Women at WIRC. Dolores chats about her approach to transitioning out of the business through developing leadership teams. We talk about the best ways to get buy in from employees, why this approach works for her company, and what her role looks like as she trans…
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Jessica Cargile is the Co-Owner & CFO of North Ridge Contracting Inc, a Custom Home Design/Build firm operating out of North Idaho, which she and her husband Dale own and operate together. That dynamic requires an ongoing effort to strike a healthy work/life balance, especially when running a business in challenging times.Learn more:North Ridge Con…
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As head of marketing, operations, and investor relations at Togal.AI, Karlie Fike is introducing artificial intelligence to the home building industry as a tool that she says isn't meant to replace jobs, but to make them easier. "AI is not going to replace you, but the person using AI will be the one to replace you," says Fike.Learn more:Togal.AI: …
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Repeat and referrals are everything for a remodeling company, and with a great customer experience comes a great reputation. On this episode of Women at WIRC, Heather Tankersley of Tankersley Construction shares how she and her crew go the extra mile to ensure superb customer service."One of the things we always talk about with with potential clien…
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Today, we’re defining profitable growth with April Bettinger of Nip Tuck Remodeling (https://niptuckremodel.com). Keep listening to learn more about April, her business, and key elements to successful financial planning."that's really the mindset, I think that a lot of contractors don't have is that you can have 10% profit, no matter what you're do…
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How Advocacy and Leadership can Increase Women’s Participation in the Financial Industry with Rock the Street Wallstreet Join Third Thursdays with Women in Retirement in a fireside conversation with Ashley Leftwich, Chief Operating Officer of Rock the Street, Wall Street. Rock The Street, Wall Street is a financial and investment literacy program d…
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Welcome back to Women at WIRC, a podcast featuring influential women in the residential construction industry, brought to you by Pro Remodeler and Pro Builder magazines. On this episode, we talk to Allison Iantosca, owner and president of F.H. Perry Builder. Allison recently published her first book, Leading with HEART, a collection of essays from …
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Welcome back to Women at WIRC, a podcast brought to you by Pro Remodeler and Pro Builder magazines. On this podcast, the editors talk to standout women in residential construction to highlight the vast experiences and expertise women in the industry offer.On this episode, we talk to lawyer Karalynn Cromeens. Listen to learn how to control the never…
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In celebration of March’s International Women’s Day and the theme of #EmbraceEquity, help us “give equity an embrace” and join us to learn how ARA is encouraging women to Thrive in financial fields through education, mentoring, and professional development! Women continue to be underrepresented in financial services roles, above entry level, with w…
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Diana Pauro loves process. The founder of Rebel Builders in Newton, Mass. brought much of her passion for process from the construction industry in Argentina. One way she improves process at her company is through applying lean thinking.We welcome Pauro this episode who talks to us all about how she runs lean process meetings, which involve every t…
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Welcome back to Women at WIRC, a podcast by Pro Remodeler and Pro Builder magazines highlighting standout women in residential construction. Today, we welcome a special guest, Emma Wilson. Emma is a 19-year-old foreman whose journey into carpentry was highlighted by Mike Rowe, and whose story garnered a lot of support online. This conversation show…
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Anya Chrisanthon is the Chief Brand Officer at Anewgo. Anewgo helps home builders carry out their shopping journeys online with interactive digital content, data analytics, and sales conversion tools. Anya is a host of Anewgo of New Home Sales—a weekly podcast where she discusses the hottest innovative sales and marketing technologies for the home …
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By asking the correct questions and listening at the correct times, you can filter out red flag clients fast. Allyson Anderson, owner of Chicago and Michigan-based Integro Builders, says it can be difficult for contractors to deny potential clients, but by doing so, contractors will save themselves time and money.On this episode of Women at WIRC, A…
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Mollie Elkman is the owner and president of Group Two, a full-service marketing partner for home builders. She is the author of the best selling children’s book, The House That She Built, published by NAHB BuilderBooks in collaboration with The Professional Women in Building Council and NAHB’s workforce development team. She was recognized at The 2…
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Lisa Sten is CEO of the Palo Alto-based Harrell Remodeling. The iconic company is undergoing a rebrand, so Sten sits down with Pro Remodeler Managing Editor Caroline Broderick to give insight into the decision."It is a namesake brand, but we're in many ways a different company, and in many ways, the same company," says Sten.Join Sten and hundreds o…
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Nancy Keenan has led expert design teams in the development of architectural and planning solutions across three decades and multiple continents. The president and CEO of DAHLIN Architecture | Planning | Interiors, Nancy is passionate about finding thoughtful, creative ways to infuse the soul of design and livability into residential projects while…
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Santa Barbara-based Allen Construction focuses on sustainable construction, and they've made it a strong part of their company culture. On this episode of Women at WIRC, CFO Lindsay Helmick talks the benefits of a uniting core value, strengthening it within the company, and women's role in sustainability."Every year we'll survey what are people exc…
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On this episode of Women at WIRC, Lena McNally of HIVEX Basement Finishing Co. shares her perspective of her family company's ownership transition and how she made the company her own.Changes include going from an all-encompassing home improvement company to a specialty basement contractor—a result of recognizing an opportunity gap in her market. T…
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On this episode of Women at WIRC, Pro Remodeler's Director of Content Erika Mosse takes over with guest Jenny Rice, co-owner of Chicagoland-based Icon Building Group.Rice's work at Icon resulted in a 300% backlog increase in just two years, and on a day-to-day basis, she focuses on sales and design for the company's remodeling division—which she st…
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Stephanie Martin currently serves as the Controller of 84 Lumber Company. In this role, she is responsible for the controllership and financial reporting activities for 84 Lumber Company and its related entities. 84 Lumber is located in Eighty Four, Pennsylvania and is the nation's largest privately held supplier of building materials. As a female-…
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From graduating high school early as Valedictorian to getting hired at the Kennedy Space Station because of her persistence, Kareena Gray has always strived for finding the best and most efficient way to do things. This has allowed her to shine in residential construction and project management, and she recently won a CoTY award for project manager…
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CA Aarti Rathi makes it simple for investors to understand what they should consider before taking investment decisions Equity, MFs, ETFs, and a variety of other options exist. How does insurance work and what type and extent of coverage is sufficient for you Does family planning and investment go hand in hand? What do you need to work upon. What i…
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Cindy Cipriani loved working with her father on remodeling projects when she was young, and that upbringing spun into business ownerships, with the most recent being co-owner of Ciprani Remodeling Solutions.Cindy also happens to have a professional background in grief counseling and personal coaching, both of which come in handy as a designer and d…
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Evaluating expected growth rate for a company How to know whether a company is overvalued or undervalued? What are the parameters to evaluate when investing in an IPO? Understanding cost of capital - is equity the costliest capital? Getting the 'house in order' while raising funds. When should you know that its the right time to raise funds via IPO…
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How does funding work in India? What platforms are available to raise funds in India - debt and equity How to unlock the value of equity? How does Capital raising process via Equity markets work? Get answers to all these questions and many more with Mr. Rajat Baid, Founding Partner, Srujan Alpha Capital Advisors LLP WIRC, ICAI Podcast…
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Whether you are setting up a branch office outside India or a joint venture or a subsidiary. Find out what works best for you depending on your business and make a wise choice. CA Sudha Bhushan walks you through the critical aspects that the CEO's office should consider before taking the decision.ICAI WIRC
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Nora El-Khouri Spencer didn’t come from a construction background, but her experience working in HR for Lowe’s gave her tools—literally—to start home repairs and eventually making renovations a side gig.Remodeling is where Nora’s strengths and passions were able to shine. She desired a way to become a “vessel of social change,” as she’s said, so sh…
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India has a long-standing tradition of dispute resolution through arbitration, with arbitral-type regulations going back to the eighteenth century. The episode offers you an authoritative perspective and insight into topics on arbitration in India and provides detailed analysis and description of the evolution and current position of the law and pr…
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