Shows
Hired, Not FiredEp. 10 From Career Fairs to Job Offers: Insider Tips for Gen Z Job Seekers with Lockton's Emily NeubergerGuest: Emily Neuberger, Campus Talent Acquisition Specialist at Lockton
Want a behind-the-scenes look at how internships really lead to job offers? Or maybe you’re looking to break into the world of commercial insurance? In this can't-miss Part 2 conversation, Emily Neuberger of Lockton dishes out what she’s watching for when recruiting interns and entry-level candidates, both at career fairs and through online applications.
Curious how you can actually stand out when you’re just one resume in a massive stack? Or what makes an intern “unforgettable” (in a good way)? Emily shares actionable...
2025-07-3112 minHired, Not FiredEp 9 Inside Entry-Level Hiring: Emily Neuberger Reveals What Lockton Looks for in New GradsGuest: Emily Neuberger, University Relations & Campus Recruiter at Lockton
What’s it like to break into a stable, people-focused industry that most students don’t even consider? This week, host Deb sits down with Emily Neuberger, an expert campus recruiter at Lockton—the world’s largest privately held commercial insurance brokerage. Emily brings over a decade of experience in higher ed and career services, and she’s passionate about helping Gen Z launch successful careers.
Curious what stands out to recruiters when they meet early-career applicants? Emily shares the soft skills that set candidates...
2025-07-2910 min
Lessons I Learned in Law🎙️ Make Your Boss Look Good: Nick Havers on Leadership, Curiosity and Visibility at LocktonNick Havers, General Counsel for Europe and now also Managing Principal at Lockton, the world’s largest privately owned insurance brokers, shares three sharp, experience-driven lessons shaped across more than a decade in the insurance broking sector. Nick’s recent promotion to Managing Principal, an honour usually reserved for client-facing, revenue-generating leaders, is a milestone not just for him, but for how lawyers are recognised as true business partners at Lockton. His elevation sends a powerful message: in-house legal leaders can and should have a seat at the table, valued alongside commercial leadership. Now sitting on the...
2025-07-1046 min
The Third LayerLegacy of Community: Jason Johnson shares how relationships make Metro National's purpose and values come to lifeIn this conversation, Jason Johnson, CEO of Metro National, shares the rich history of the family-owned real estate development company founded by his grandfather in 1954. He discusses the importance of building relationships in acquiring land, the vision of creating a 'city within a city', and the expansion into various sectors beyond retail. Jason emphasizes the significance of long-term thinking in real estate, especially during challenging times like the COVID-19 pandemic. He also reflects on the dynamics of working in a family business, the transition of leadership from his father, and the collaborative effort to define and uphold the company's...
2025-07-1054 min
Hacked dAily01-Jul-2025 Denmark's Anti-Deepfake Law, Lockton Warns of Ransomware, DragonForce's New RaaS EraJoin us on Hacked dAily, the first AI-Driven Cybersecurity Podcast by Cytadel Cyber, where we unpack today's most gripping cyber tales with a dash of humor and a sprinkle of sarcasm. In today's episode, Denmark's aspiring bouncers try to copyright faces and voices, telling AI to back off like a pushy clubber in front of the velvet rope, while their Culture Minister dreams of an EU-wide "hands-off" policy.
Meanwhile, in Oz, Lockton warns businesses to prepare for their unwelcome VIPs—ransomware attacks. It's time to slam the door on these uninvited guests with Lockton’s guidance because "no entry" should appl...
2025-07-0103 minThe Third LayerAuthentically Local: How Francis 'Hall' Chaney enables growth by encouraging leaders to be open and be themselvesIn this conversation, Francis Hall Chaney III shares the rich history of Chaney Enterprises, founded by his grandfather in 1962. He discusses the evolution of the company through various leadership changes, emphasizing the importance of culture, community engagement, and the dynamics of running a family business. Francis reflects on his upbringing in the family business, the lessons learned, and the transition to his role as CEO. He highlights the company's significant growth and the core values that drive its success, including authenticity, purpose, and grit. In this conversation, Marshall Lockton and Francis Chaney discuss the importance of authenticity, transparency, and...
2025-06-261h 07
TransmissionHow insurers are assessing battery storage with Michael Bogdan (Partner @ Lockton)As battery energy storage systems scale up, so do the risks. For insurers, developers, and investors, understanding how to manage those risks has never been more important. From fire events like Moss Landing to the evolving role of insurance across development, construction, and operations, the way insurers are underwriting storage is changing fast.In this episode we unpack how the insurance world is thinking about batteries, exploring how risk is priced, what underwriters look for in new technologies, and why insurability is becoming a key commercial consideration for project developers. Whether you're securing project finance, evaluating warranties...
2025-05-0839 min
TransmissionInsuring battery energy storage with Michael Bogdan (Partner @ Lockton)As battery energy storage systems scale up, so do the risks. For insurers, developers, and investors, understanding how to manage those risks has never been more important. From fire events like Moss Landing to the evolving role of insurance across development, construction, and operations, the way insurers are underwriting storage is changing fast.In this episode we unpack how the insurance world is thinking about batteries, exploring how risk is priced, what underwriters look for in new technologies, and why insurability is becoming a key commercial consideration for project developers. Whether you're securing project finance, evaluating warranties, or just navigating...
2025-05-0839 min
TransmissionInsuring battery energy storage with Michael Bogdan (Partner @ Lockton)As battery energy storage systems scale up, so do the risks. For insurers, developers, and investors, understanding how to manage those risks has never been more important. From fire events like Moss Landing to the evolving role of insurance across development, construction, and operations, the way insurers are underwriting storage is changing fast.In this episode we unpack how the insurance world is thinking about batteries, exploring how risk is priced, what underwriters look for in new technologies, and why insurability is becoming a key commercial consideration for project developers. Whether you're securing project finance, evaluating warranties, or just navigating...
2025-05-0839 min
TransmissionHow insurers are assessing battery storage with Michael Bogdan (Partner @ Lockton)As battery energy storage systems scale up, so do the risks. For insurers, developers, and investors, understanding how to manage those risks has never been more important. From fire events like Moss Landing to the evolving role of insurance across development, construction, and operations, the way insurers are underwriting storage is changing fast.In this episode we unpack how the insurance world is thinking about batteries, exploring how risk is priced, what underwriters look for in new technologies, and why insurability is becoming a key commercial consideration for project developers. Whether you're securing project finance, evaluating warranties...
2025-05-0839 minThe Third LayerFish Together: How David Dragoo and the Mayfly Outdoors team's core values drive team collaboration and growthIn this conversation, David Dragoo shares his journey as an entrepreneur in the outdoor industry, particularly in fly fishing through his company Mayfly. He discusses the importance of culture, values, and team dynamics in building successful businesses, both in the outdoor sector and in his family real estate business. David emphasizes the significance of hiring individuals who align with the company's core values and the lessons learned from past mistakes in leadership. He also highlights the collaborative process of defining core values with his leadership team, ensuring that they resonate throughout the organization. In this conversation, David Dragoo and...
2025-02-2751 min
Gut + Science296: The Purpose Story with Marshall LocktonWhat's your purpose story? On this episode, Nikki is joined by Marshall Lockton, entrepreneur and Partner of Knight Agency, takes us on a journey from his family's business at Lockton Companies to his passion for purpose-driven leadership. Marshall shares how crafting meaningful stories fuels performance, builds connection, and brings purpose to life. 🎙️Also, Marshall tees up the launch of his new podcast, The Third Layer, where he gets to share these stories with people from all over!🎉 Get ready for insights on vulnerability, navigating life's seasons, and sparking a culture that thrives. Don't miss thi...
2025-02-0636 minThe Third LayerThe Heart of a Caregiver: How Andy Eby's mission to transform healthcare for seniors is an expression of purpose.In this engaging conversation, Andy Eby shares his journey from aspiring NFL player to leading Bickford Senior Living, a family business dedicated to caregiving. He discusses the importance of purpose in leadership, the challenges of navigating the healthcare industry, and the significance of personal development through community and coaching. Eby's experiences highlight the deep connections between personal purpose and professional endeavors, emphasizing the role of caregivers in creating meaningful impacts in the lives of seniors. In this conversation, Andy Eby discusses the profound impact of COVID-19 on the senior care industry, highlighting the challenges faced by leaders in maintaining...
2025-01-2355 minThe Third LayerIntroducing The Third LayerWelcome to The Third Layer Podcast, hosted by Marshall Lockton—partner at the Knight Agency and shareholder at Lockton Companies—as he uncovers the inspiring stories behind thriving, multi-generational family businesses. Each episode dives deep into how leaders grow with purpose, shape intentional cultures, and create lasting legacies across generations. Tune in to explore the most important lessons these leaders have learned and discover how you can lead with intention, authenticity, and purpose. Be part of the journey as we map out the path to creating a legacy through strong, thriving business cultures.
2025-01-0201 min
The Magic of HorsecraftZEN COWBOYZEN COWBOY: THE EVOLUTION OF HORSECRAFT AND DEBUNKING DOMINANCE THEORYJoin Justin Dunn and I for a deep dive into all things Cowboy and Zen.Wait! WHAAAAAT? Do those things even go together???Yes, they do. But who’d a thunk it? Not THIS cowgirl! Turns out, I have been waiting my whole life for this interview, I just didn’t know it yet.Join me for a chat with Justin Dunn - or 'The Zen Cowboy' as I have dubbed him - owner/operator/founder of The American Mustang School located in Aberdeen, North Carolina.Ther...
2024-11-152h 03
The Magic of HorsecraftThe Gift of Unexpected Free Time and Taking The BackroadsNavigating Free Time: Breathwork, Horses, and AuthenticityJoin me on a drive through Northern Ontario as I share unexpected free moments, teaching experiences, and reflections on authenticity with horses. I dive into breathwork practices, my challenges with work-life balance, and the importance of creating safe and open learning environments. Learn about my journey towards authenticity in my barn, the value of non-critical spaces, and the science behind nervous system regulation in both humans and horses.Connect with me through What’s App on a monthly basis for ‘Classic Paige Voice Bombs’ – asynchro...
2024-11-1321 min
The Magic of HorsecraftLove It ... or Change ItLOVE IT. OR CHANGE IT. A concept stolen from the brilliant Karen Rohlf, that I am running with!Join me for an interview with author Victor Bahna on what he LOVES about Thoroughbred racing ... AND, how he is changing what he DOESN'T love.WHAT REALLY HAPPENS TO RACE HORSES WHEN THEIR CAREERS ARE OVER?Race horses inspire awe and admiration for their magnificent athleticism, grace and strength. They are cherished for the powerful bonds they form with people. Yet, when their racing days end, some of these beautiful animals slip through the cracks...
2024-11-081h 16
The Magic of HorsecraftJudge, Jury, and ExecutionerJourney of Growth: Embracing Imperfection and Compassion“It's happened again. Someone's mentioned how I'm ‘perfect’ and someone else is being judged and being condemned for something … and it hits a trigger. It's a judgment thing. They're holding me up on a pedestal, tall and shaky thing to be sitting atop of and condemning someone else, kicking them in the dirt and judging their worth and writing them off there's just no hope for them.”As long as we judge others, we judge self. As long as we judge self, we limit growth.Let’s all get of...
2024-10-2613 min
VibecastThe Key to Longterm Business Success with Marshall LocktonThink your company vibe is all about perks? Think again. Kristi chats with Marshall Lockton—entrepreneur and culture advocate—about what really drives workplace vibes. No, it's not ping-pong tables or pizza. Marshall shares how true vibes come from connection: employees aligning with a company's beliefs, behaviors, and sense of belonging. Learn why culture is the foundation of long-term success, so you can elevate your workplace vibe. Additional Resources: Connect with Marshall Lockton on LinkedIn Learn more about Skutvik Consulting Learn more about workvibes Check Your Vibe F...
2024-10-1645 min
The Magic of HorsecraftWhy S.M.A.R.T. Goals are D.U.M.B.Join me in a lively discussion with mental performance coach Darci Ecker-Popiel as we dive into the secrets of building strong connections with horses and fostering courage in life.In this episode I talk with my old friend Darci from 'E-Pops Mental Performance Coaching' about the evolution of coaching in equestrian sports. Listen-in while we share funny stories about hard-asses like Jack LeGoff who coached us ‘back in the day’ ... and learn how things are done differently now.Things have changed …We discuss shifting from traditional SMART goals to the WOOP approach, and how un...
2024-09-161h 19
The Magic of HorsecraftVoice Over of: Blood On My HandsLet me save you all some time and trouble and disavow you of the notion of my perfection, right here and now. It will save us a witch hunt and a good old-fashioned burning at the stake.I have an online fan (who shall remain nameless) who seems to think I can do no wrong.The Magic of Horsecraft ... AND life! is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.“Paige Lockton would never …” “Paige and I may be the only...
2024-08-0522 min
The Pacesetter PodEp72: Agribusiness Growth Cannot Outrun Risk with Scott Cornell and Fritz Waldorf of Lockton CompaniesShow Highlights: Learn about the current challenges in ag insurance. [00:04:22] Find out why there is limited underwriting for ag. [00:06:36] How severe convective storms drive insured loss. [00:09:59] The latent potential for ag client–insurer cooperation. [00:14:23] Discover key emerging exposures in agribusiness. [00:18:51] Why agrochemical-based risks may be uninsurable. [00:22:44] Unlock optimistic industry dynamics now crystallizing. [00:28:34] https://global.lockton.com/us/en/food-agriculture-beverage; FWaldorf@lockton.com; scornell@lockton.com If you are interested in connecting with Joe, go to LinkedIn: https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.
2024-07-2433 min
Masters in Small Business M&AMarshall Lockton: from family business to family office to acquisition #1Today’s guest is Marshall Lockton. Marshall spent 15 years in sales, sales strategy and sales training roles within his family’s storied private insurance brokerage business (Lockton) before leaving to acquire his first business. In October 2023, he acquired Knight Agency, a specialized consultancy that helps organizations unlock performance by uniquely connecting a company’s purpose, story, values, people and products.
Marshall’s journey as an acquirer is just beginning, but his prior career building sales and sales training programs inside one of the most successful private insurance brokerage companies gives him a mid-career operator’s advantage over many newly...
2024-06-0445 min
Deal by Deal: A Private Equity PodcastDevelopments in M&A Insurance Market with Matt Heinz of LocktonRecently, the M&A market has cooled since it burned red-hot in the aftermath of Covid. What impact has the slowdown in M&A activity had on insurance products related to mergers and acquisitions?On this episode of Deal-by-Deal, host Greg Hawver is joined by Matt Heinz of Lockton to discuss developments in M&A insurance products. Specifically, Matt talks about why it’s actually a good time to be a buyer of rep and warranty insurance in M&A deals, how rep and warranty insurance premiums are now (compared to 2021), and the various aspects of M&A...
2024-05-3020 min
ESG In Property PodcastESG Innovation and Climate Resilience in Property Insurance with LocktonJoin Rachel Norris and Mark Middleton from Lockton in this episode as we delve into how environmental, social, and governance (ESG) considerations are reshaping the real estate and insurance industries. Our discussion uncovers the complex interplay between managing property risks and evolving insurance policies amidst increasing climate-related challenges.
Guest Introductions:
Rachel Norris has been at the forefront of Lockton for
nearly two decades, advancing from a UK-centric role to an international leadership position, where she has been instrumental in driving forward ESG initiatives within real estate.
Mark Mid...
2024-05-1559 min
The Magic of HorsecraftExploring True Resilience and Self-Mastery with Chris IrwinExploring True Resilience and Self-Mastery with Chris IrwinKeywordsResilience, Self-Mastery, Chris Irwin, Horsecraft consciousness movement, trauma recovery, healing, horses, balance, trust, letting goSummaryAn interview with Chris Irwin, a renowned ‘horse whisperer’ who has been helping humans and horses connect since the early days of the ‘Natural Horsemanship’ movement of the 90’s. - Discussion on true resilience, self-mastery, and self-trust.- Overcoming personal challenges and self-sabotage.- Exclusive access to Q&A and perks for members of my ‘Famous Horse Club' - 'The Wizards of Ho...
2024-05-032h 00
IMDaily - Innovate Marketing DailySteven Goldenberg joins Lockton leadership team as Executive Vice President, OperationsSteven Goldenberg joins Lockton leadership team as Executive Vice President, Operations."Steve's broad experience and expertise in driving strategy and developing talent will be a tremendous asset to Lockton as we continue our explosive worldwide growth," said Peter Clune, Chief Executive Officer at Lockton. LINKS- https://global.lockton.com/us/enPODCAST INFO- Hosted By: Shawn P Neal- Produced By: https://MyPodcast.Media10x your brand's storytelling with MyPodcast.MediaEPISODE HASHTAGS#businessgrowth #shawnpneal #mypodcastmedia #yourcustomersarelistening #DisruptWithPodcasting...
2024-02-1904 min
The Magic of HorsecraftThe ‘Queen of Boundaries’Are you ready to delve into the fascinating world of equine boundaries and establish mutually respectful connections with our equine companions? Join us for an enlightening episode featuring Carmen Theobald – renowned as 'The Boundaries Queen' – as she shares her wisdom on setting healthy boundaries with 1200 flight animals.Boundaries – The complexities of establishing mutual respect with our equine partnersGuest: Carmen Theobald, Equine Facilitated Trauma SpecialistIn this exclusive interview, Carmen will explore various aspects of boundaries with horses, drawing on her extensive experience as both a farrier and an Equine Facilitated Trauma...
2024-01-191h 21
The Magic of HorsecraftThe Power of Our Thoughts and Tips for ResilienceJoin me for a conversation to help you find hope and resilience, with my old friend Rod Kelly, when we were reunited after over 20 years. Rod is a horseman, a Celtic Healer, a hypnotist, and a Reverend. He helps people through the challenges of cancer and other major health/life catastrophes. Rod was pivotal in my recovery from a nervous breakdown after the shitstorm trifecta of Cancer, chemo and covid 19. Rod was the one person in the world who kept me afloat when I was ready to give up on myself. Hear about Rod’s near-death experiences and the le...
2023-12-0935 min
The Magic of HorsecraftWhat Do We Need To Know To Make Magic With Horses? Welcome to our 4th Kitchen Table Talk with my Dad, octogenarian Veterinarian Dr. Chuck Lockton.Listen today for stories about:* Dale Harvey and the pony named ‘Nugget’ I inherited from him* Hear me tell a tale about the famous pony Jody Grey put me in my place when I mouthed off!* Hear about the Godsons, a hugely influential family in Pony Club and the world of Horsecraft* Learn how I turned the disadvantages of living in the North … into my advantages!* Hear about my frustrations trying to help pe...
2023-12-011h 02
The Magic of Horsecraft'Never Holler 'WHOA!' in a Tight Spot!' -Our Motto For Life With HorsesWelcome to another episode of Kitchen Table Talks with my Dad - Octogenarian Veterinarian, Dr Chuck Lockton.This one is blessedly short and to the point! After last week’s episode failed to grasp the importance of my Dad’s NUMBER ONE THING he thinks we humans need to take into account when handling horses - their need for mobility. I went galloping off gleefully into Polyvagal theory … but HERE is what we really want you to know about horses!* Find out what ‘Never Holler Whoa in a Tight Spot’ means to me and how to apply i...
2023-11-2411 min
The Magic of HorsecraftPoly-WHAAAT???Welcome to another episode of Kitchen Table Talks with my Dad - Octogenarian Veterinarian, Dr Chuck Lockton.Today you will hear us talk about … Poly-whaaaaaaat? Polyvagal theory and whether anyone should have to know anything about it. We argue about this all the time!Stick around to hear us talk about; * My Dad’s NUMBER ONE THING he thinks horses wished we understood about them* My number one motto - the most important thing I learned to embody with horses … and LIFE* Hear my Dad and I debate whether a horse...
2023-11-1830 min
The Magic of HorsecraftA History of HorsecraftWelcome to the first of a series of interviews with the people who shaped me. I come from generations of horse people. Today, you meet my Mom Keitha, and my Dad Chuck, and get to know some of the stories that shaped them. Listen-in, for a talk at my kitchen table with my parents to hear us discuss:* The impetus for my Dad becoming a veterinarian“It made me want to find a way to do it better. It was my first inspiration to look at veterinary medicine as a choice.* Our definition of...
2023-11-1055 min
The Magic of Horsecraft"Keep It Simple Safe And Sunny"When I met William Micklem in February of 1989, I must confess that I had no idea of who he was. Forgive me, but I was only 18 years old, and the Internet hadn’t been invented yet!Nowadays, if you haven’t heard of William Micklem, a quick Google search will tell you that he is one of the horse world’s most iconic figures. His articles appear in respected publications like The Chronicle of the Horse and cover topics from breeding sport horses to the evolution of our sport, and the importance of producing happy horses. He is a s...
2023-11-031h 17
The Magic of HorsecraftYou Can’t Be Brave If You’re Not Scared You’ve gotta love an episode that starts with a confession!Toda’ys interview with Master of Horsecraft Don Healey ended with an unexpected bit of serendipity that gave me chills. On the way to interview Don, I pulled over on the side of the road in my little VW Bug Mable to settle my nerves, and went Live on Facebook to deal with them out loud, in hopes of dispelling a few myths and helping others. I have started out today’s episode with that clip, and you can see how it ties into Don’s last piec...
2023-10-2747 min
The Magic of HorsecraftDefining Horsecraft Across the Disciplines with Marty GardnerI had the pleasure of meeting and interviewing someone special for my very FIRST interview EVER, for my podcast and course. I was so nervous, I stayed up all night! Apparently, so was Marty …On the way to the interview, I stopped to do a LIVE Facebook post and tell folks where I was heading. It is part of my process - appearing in the world without an edit button or a filter. I am always as surprised by what comes out of my mouth as you are, I can assure you! It is mildly nauseating and po...
2023-10-201h 04
The Magic of HorsecraftHead Up, Heart Up, Heat Up, with William MicklemWhen I met William Micklem in February of 1989, I must confess that I had no idea of who he was. Forgive me, but I was only 18 years old, and the Internet hadn’t been invented yet! Nowadays, if you haven’t heard of William Micklem, a quick Google search will tell you that he is one of the horse world’s most iconic figures. His articles appear in respected publications like The Chronicle of the Horse and cover topics from breeding sport horses to the evolution of our sport, and the importance of producing happy horses. He is a so...
2023-10-0540 min
The Magic of HorsecraftOld Dog, New TricksDenny Emerson is an old dog in the horse industry, showing us that it is never too late to learn new tricks. Denny’s life with horses began with the pure pleasure of riding bareback around his neighborhood on his first horse, Paint; then to riding Morgans in saddle seat and endurance races, and eventually to success in international sport that included a Team Gold at the World Championships in 1974. Born in 1941, he was taught by a generation who grew up with horses: horses plowed our fields, horses drove us to town, horses were used in war. As...
2023-10-0545 min
The Magic of HorsecraftFinding Your Personal Style with Tik MaynardTik Maynard is a lot of things. He is an athlete, a writer, a teacher, a horseman, a husband, a business partner and a father, and as near as I can tell he’s not done! Tik is definitely still open to evolving and wearing more hats. That’s because at his core, Tik Maynard has an insatiable curiosity about life and is a consummate learner. In this episode, we talk about~ Tik’s philosophy when it comes to pivoting at Life’s crossroads~ The most important qualities of a good horse trainer~ wh...
2023-10-0543 min
The Magic of HorsecraftKim Walnes and Gideon Goodheart on the core of self-trustTo any horse-crazy girl from the 80’s, Kim Walnes is already an icon. Many of us know her as ‘Mother Goose’, famous for her unusual partnership with her horse, ‘The Gray Goose’ and their accomplishments in the world of International Three-Day Eventing. Kim’s unlikely background and her intuitive approach with an ungainly, fearful horse .. .and the odds they overcame together to succeed in the male-dominated world of Olympic level Three-Day Eventing, all with her two young kids in tow … is the stuff of legends! That someone like Kim EXISTED - with her propensity for talking out loud...
2023-10-0453 min
The Magic of HorsecraftLesley Grant-Law; Bulletproof Bitch of Eventing... or just like you and me?Get ready to meet and love my friend Lesley Grant-Law!You will resonate with Lesley if you have ever looked at someone else's life and wondered how the hell they did it??? Lesley will tell you! Lesley's superpower is her honesty and ability to be gritty and real. She just LOOKS like a fairy tale princess, and we often assume that anyone who lives a life with horses is living a fairy tale. That is partly true. There IS a dreamlike quality to ANY life we create around horses when we strive to do it t...
2023-10-0437 min
The Magic of HorsecraftElements of Connection with Carmen Theobald*TRIGGER WARNING DISCLAIMER: this episode discusses traumaToday’s show is all about the elements of connection. In my experience as a coach, many riders struggle to access the elusive ‘feel’, instincts and timing needed to work the magic they witness in others and have always dreamed about having for themselves. It turns out, the same ingredients needed to establish these things, are also the foundation of resilience. I know, because I once had the ‘magic’ with horses and lost it, through my response to trauma. Two workshops on the science of sentient communication and nervous system regulation were key to unlocki...
2023-10-041h 12
The Magic of HorsecraftThe Mission Episode*DISCLAIMER: This episode discusses severe physical injury trauma Welcome to the first episode of my first podcast – my ‘Mission Episode’; where you will find out what led to my theories about the magic of ‘feel’ being learnable and to discovering my superpower. Turns out, I can find joy in a shitstorm! I talk about how my life’s trajectory was blown onto a new course by the blow of a young horse’s hoof … and how a little Mustang named Cimarron outed me for having lost the ‘magic’ I was seemingly born with. In the end, you will see that we are...
2023-10-0450 min
The Reinsurance PodcastRVS Monte-Carlo #6 - Chris Parish: Lockton ReHear from one of reinsurance's most forward-thinking innovators, Chris Parish of Lockton Re.
Get Chris' insider perspective on bringing technology transformation to the tradition-steeped reinsurance sector; learn how Lockton Re is delivering on their promise to be "born digital" and what that means for revolutionising outdated processes.
EPISODE LINKS:
Chris' LinkedIn: https://www.linkedin.com/in/chrisparish1/
Lockton Re: https://global.lockton.com/re/en
CONNECT WITH US:
Website: https://www.supercede.com
LinkedIn: https://www.linkedin.com/company/supercedehq
Twitter: https://twitter.com/SupercedeHQ
YouTube: https://www.youtube.com/channel/UCuzfykcesD0phGa...
2023-09-2105 min
The Voice of InsuranceEp182 Tim Gardner & Bob Bisset Lockton Re: Let revenue take care of itselfI last spoke to today’s guests as part of last year’s The State of Reinsurance Special Episode from Monte Carlo.
In that documentary-style podcast I spoke to over 20 people, so a one-on-one with this duo to look more closely at their still relatively young business was long overdue.
Tim Gardner (left) and Bob Bisset (right) of Lockton Re have been very busy in the last four years since the project to build a challenger reinsurance broker began in earnest.
The business has hired over 300 staff, run through $200mn in revenues and beca...
2023-09-1938 min
C-10 Mentoring & Leadership Podcast126: COMPREHENSION with Becky Browne, Sr. VP of Human Resources with Lockton AffinityThis week we're chatting with Becky Browne, the Senior Vice President of Human Resources for Lockton Affinity, a subsidiary of Lockton Companies. Lockton Affinity is an insurance brokerage firm working with affinity groups, nonprofits, associations and franchises.Becky has been with Lockton since 2001, first as a recruiter and then VP of HR with Lockton Affinity and then about a year ago, Senior Vice President of HR. Incidentally, Lockton Affinity started in 1987, making it about 36 years old…and Becky has been with them since 2004. So she’s been with Lockton Affinity for more than half of thei...
2023-07-2835 min
The Enlightened AgentEp 34: Brian Roberts, Chief Operating and Chief Diversity Officer at Lockton CompaniesOn this week's episode of The Enlightened Agent, Broker Buddha's CEO Jason Keck is joined by Lockton Chief Operating Officer and Chief Diversity Officer Brian Roberts. As COO for the Midwest, Brian is be responsible for operations and business development for Lockton’s regional hub, including Chicago, Cleveland, Green Bay, Memphis, Milwaukee, Nashville, Pittsburgh and St. Louis. A skilled people developer and coach, is also be responsible for attracting the best industry talent and maintaining Lockton’s position as the best place to work and do business in insurance.
2023-05-0922 min
MosaicoLockton Companies- conversation with Steve JamesIn this episode of Mosaico, we bring you one of our most strategic allies, the international Broking firm, Lockton. Rick Serrano has the privilege of hosting, Stephen James, Senior Global Benefits Consultant at Lockton Companies, based in London, UK. Steve brings his extensive experience in the insurance and the Employee Benefits industries. Join us and learn about LOCKTON and how they play in their market, as well as other business highlights and best practices that make LOCKTON a great company.
2023-04-2720 min
Garage Heroes In TrainingGHiT 0432: Track Insurance with Ryan Staub from Lockton MotorsportsGHiT 0432: Track Insurance with Ryan Staub from Lockton Motorsports We were joined by Ryan Staub from Lockton Motorsports to discuss a topic we have never covered yet, track day insurance. This is an essential area to consider if you cannot afford to walk away from your car in case of an accident on track. Track insurance and off track insurance can vary quite widely and is almost always NOT covered by your normal car insurance. It should also be a consideration for where you choose to go for your track days, HPDE's and racing events. So much that...
2023-02-271h 03
A Leg Up: The Magic of Horsecraft and Life!Defining Horsecraft Across the Disciplines with Marty GardnerMARTY GARDNER - I had the pleasure of meeting and interviewing someone special for my very FIRST interview EVER, for my podcast and course. I was so nervous, I stayed up all night! Apparently, so was Marty … On the way to the interview, I stopped to do a LIVE Facebook post and tell folks where I was heading. It is part of my process - appearing in the world without an edit button or a filter. I am always as surprised by what comes out of my mouth as you are, I can ass...
2023-01-121h 04
GALLUP® Called to CoachBringing CliftonStrengths as a Change Agent to Lockton -- S10E23Learn about some challenges and successful strategies involved in bringing CliftonStrengths to an organization from Mary Rose Wild, Vice President of Talent Development at Lockton.View the complete transcript for this webcast, along with audio and video, at https://www.gallup.com/cliftonstrengths/en/394013/bringing-cliftonstrengths-change-agent-lockton.aspxFollow UsFacebook -- https://www.facebook.com/CliftonStrengths/ LinkedIn -- https://www.linkedin.com/showcase/cliftonstrengths/Instagram -- https://www.instagram.com/cliftonstrengths/ Twitter -- https://twitter.com/CliftonStrengthPinterest -- https://www.pinterest.com/CliftonStrengths/Learn More About CliftonStrengthsSubscribe...
2022-06-2442 minGALLUP® Called to CoachBringing CliftonStrengths as a Change Agent to Lockton -- S10E23Learn about some challenges and successful strategies involved in bringing CliftonStrengths to an organization from Mary Rose Wild, Vice President of Talent Development at Lockton.View the complete transcript for this webcast, along with audio and video, at https://www.gallup.com/cliftonstrengths/en/394013/bringing-cliftonstrengths-change-agent-lockton.aspxFollow UsFacebook -- https://www.facebook.com/CliftonStrengths/ LinkedIn -- https://www.linkedin.com/showcase/cliftonstrengths/Instagram -- https://www.instagram.com/cliftonstrengths/ Twitter -- https://twitter.com/CliftonStrengthPinterest -- https://www.pinterest.com/CliftonStrengths/Learn More About CliftonStrengthsSubscribe...
2022-06-2442 min
Workplace MVPLIVE from RISKWORLD 2022: Paul Jenkins, Lockton CompaniesLIVE from RISKWORLD 2022: Paul Jenkins, Lockton Companies Paul Jenkins, property broker with Lockton Companies, talked with host Jamie Gassmann live at RISKWORLD 2022. He described the impact of the lockdown on the 350-year-old Lloyd's Market and how Lockton adjusted to not working face to face. He also shared how they have shifted and succeeded [...]
2022-06-0607 min
Workplace MVPLIVE from RISKWORLD 2022: Paul Jenkins, Lockton CompaniesLIVE from RISKWORLD 2022: Paul Jenkins, Lockton Companies Paul Jenkins, property broker with Lockton Companies, talked with host Jamie Gassmann live at RISKWORLD 2022. He described the impact of the lockdown on the 350-year-old Lloyd’s Market and how Lockton adjusted to not working face to face. He also shared how they have shifted and succeeded […]
The post LIVE from RISKWORLD 2022: Paul Jenkins, Lockton Companies appeared first on Business RadioX ®.
2022-06-0600 min
The GOAT Consulting PodcastEp. 71: Pete from Corporate (Part 2 with Peter Clune, CEO, Lockton Companies)Donning the crown of the largest privately held insurance brokerage and consulting firm on the planet, coming off a record-setting year, and Simon Sinek's best pupil, we welcome Peter Clune, CEO, Lockton Companies. We learn of the pressures of veering from the culture that built this $3B firm, what currency holds the most weight (hint: it's not money), and what 90's rapper Peter and John share in their Top 5 playlist. We share GOATs like Ewing Kauffman, Jack Lockton, and many more! We serve it up in a way you can get it!
2022-05-3035 minThe GOAT Consulting PodcastEp. 70: Pete from Corporate (Part 1 with Peter Clune, CEO, Lockton Companies)Donning the crown of the largest privately held insurance brokerage and consulting firm on the planet, coming off a record-setting year, and Simon Sinek's best pupil, we welcome Peter Clune, CEO, Lockton Companies. We learn of the pressures of veering from the culture that built this $3B firm, what currency holds the most weight (hint: it's not money), and what 90's rapper Peter and John share in their Top 5 playlist. We share GOATs like Ewing Kauffman, Jack Lockton, and many more! We serve it up in a way you can get it!
2022-05-2335 min
ERISA is a friend of mineMedicare & COBRA: The most extreme of extreme sportsIn the ERISA world, the collision of COBRA with Medicare is about as brutally taxing mentally as an ultramarathon is physically. Lucky for Ed and Scott, Courtenay Brummer from Lockton's Mylo division joins the show to help us understand some of the convoluted nuances we encounter when COBRA and Medicare collide. In this episode, the trio work through: When does Medicare enrollment allow a plan to terminate COBRA? Why doesn't Medicare enrollment, for an individual already buying COBRA coverage, operate as a second COBRA qualifying event? Where an employee enrolls in Medicare before employment termination or reduction in hours, why...
2022-03-2828 min
Yoga Brain013: Laura Lockton: Rekinection Director, Aerial Artist, Fire PerformerLaura Lockton has been the Director of over 25 extensive events focused on holistic wellness, performing arts, sustainability, art, and yoga. She has also been a yoga teacher, performer and lead coordinator for programs such as ReKinection, Sacred Circus and Green Earth Village, which are traveling groups that focus on enlightenment, education and entertainment. Laura is the co-founder of Rekinection, a conscious event production company and aerial-fire-dance troupe, which offers classes, workshops and shows during their weekend-long festivals.In this episode, we ask Laura about her start into the events world and how she's continued finding wo...
2022-01-1745 minDeal by Deal: A Private Equity PodcastHow to Approach RWI With Lockton’s Matt Heinz and Highlights From McGuireWoods’ 2021 Deal SurveyIn this final episode of Deal by Deal for 2021, Matt Heinz, Partner & Co-Practice Leader, Transaction Liability at Lockton Companies, joins the podcast to share the outlook on representations and warranties insurance.As the fourth quarter of the year comes to a close, Matt has insights into how the robust M&A activity we’ve seen will impact the insurance market moving forward, as well as the challenges those in the industry are facing.“We've arrived at a scenario where we have more demand than supply from the insurance market,” Matt says on this episode — referencing how dema...
2021-12-1136 min
ERISA is a friend of mineLifestyle accounts for the not-so rich and famous: Nice perk, but watch your stepLifestyle spending accounts, or LSAs, might be the new darling of employee benefit offerings, but this recent innovation is not without risk. Specifically, these employer-funded notional accounts, that can pay for everything from yoga classes to emergency car repairs, shouldn't get too cozy with ERISA. In this episode, Ed and Scott welcome the newest member of the Lockton Compliance Services team, Ruhe Wadud, to explain the ins and outs of LSAs and why ERISA is no friend of these new spending accounts. Why didn't Scott invite Ed to episode 5, and just who is Robin Leach? What...
2021-12-0615 min
Safety And Risk SuccessLockton Slips, Trips and Falls Webinar, with Christian Harris plus QBE and KeoghsI was delighted to be asked by Lockton, one of the world's ten largest insurance brokers, to join a panel discussion about slips, trips and falls risks. And, kindly, they have allowed me to share the recording on the podcast Here is what Lockton had to say about the event: Slip, trip and fall risks remain a pervasive issue for businesses across a variety of sectors, and these still account for a large proportion of employers' liability and public liability claims. In the webinar...
2021-11-131h 26
ERISA is a friend of mineDealing with the delta: Mandating and incentivizing the COVID-19 vaccineWith the COVID-19 delta variant on the rampage, the federal government and many private employers are ramping up vaccination campaigns. Statistics show the unvaccinated are 11 times more likely than the vaccinated to die from the virus. The feds are poised to mandate vaccinations outright for employees of many private employers. But in the meantime, a growing number of employers are using medical-plan related wellness programs to incentivize employees to get vaccinated. In this first episode of Season 6, Ed and Scott outline the boxes an employer must check to promote vaccinations through a wellness program. Paula Day, Director...
2021-09-2025 min
The CheckupEp 63 - Lockton & Nice HealthcareHealthcare should be . . . nice! Join us in welcoming Nice Healthcare to Washington. They have partnered with Lockton to deliver this progressive approach in the Northwest. Their Direct Primary Care solution and Lockton's analytics bring together the improved patient outcomes and experiences along with measurable results. John Young and Elizabeth Chidothe of Nice Healthcare along with Eric Hirschberg and Danielle Huston of Lockton engage in a panel-like discussion of DPC, what makes Nice special and what low-barrier, lower-cost healthcare could look like.
2021-09-0929 minBeyond the Bottom LineEp 63 - Lockton & Nice HealthcareHealthcare should be . . . nice! Join us in welcoming Nice Healthcare to Washington. They have partnered with Lockton to deliver this progressive approach in the Northwest. Their Direct Primary Care solution and Lockton's analytics bring together the improved patient outcomes and experiences along with measurable results. John Young and Elizabeth Chidothe of Nice Healthcare along with Eric Hirschberg and Danielle Huston of Lockton engage in a panel-like discussion of DPC, what makes Nice special and what low-barrier, lower-cost healthcare could look like.
2021-09-0929 min
The Workplace EffectBuilding and Protecting Culture Capital: Lockton CompaniesInternal communications have always played a crucial role in empowering employees across all parts of an organization. But over the past year, this vital business function has shone through as the lynchpin for building culture capital in difficult times.
We caught up with Sarah Madsen and Ashley Yazbec from Lockton Companies, to discuss how Workplace integrates with Lockton’s technology ecosystem, enabling their teams to nurture a culture focused on empowering employees - no matter where they sit within an organization.
Host:
Amelia Kirby, Technology Partnerships for Workplace from Facebook
Guest sp...
2021-07-2924 min
Healthy Dose of DialogueA Dose of Enterprise Health Strategy with Vinny Catalano, Senior Vice President of Employee Benefits at Lockton Insurance BrokersAs escalating health care costs sound alarms for executives and employees alike, Vinny Catalano, Lockton Insurance, Inc.'s senior vice president of employee benefits, calls for strategic, long-term planning and explains how organizations can unlock hidden opportunities for affordable, quality care. In this episode, we discuss the importance of employee benefits analysis, goal setting, and the need to establish a common language for critical health care discussions between finance, HR departments, and leadership. Visit lockton.com/employee-benefits to learn more about Lockton Insurance.
2021-07-1626 minThe Voice of InsuranceEp 84 Keith Harrison International CEO Lockton Re: Going head to head with the bigger brokersToday’s guest is part of a team busy building a reinsurance broker to challenge the big three almost across the board.
We’ll never see the numbers but it is highly likely that his firm has invested the most of all the challenger reinsurance brokers in the past two years.
During that time it has seen its headcount quintuple to two hundred and twenty-five and it has opened twelve new offices to be represented in thirteen locations.
Despite this incredibly fast growth Keith Harrison International CEO of Lockton Re has his feet firm...
2021-06-2232 min
ERISA is a friend of mineSnake bit: More on the ARPA COBRA subsidies and how employers grab their tax creditHey everybody, the IRS is a little late to ARPA COBRA subsidy party, but it brought tacos! In this season-ending episode of ERISA is a friend of mine, Ed and Scott take us page-by-page through the IRS's 41 pages of 86 FAQs on how the ARPA COBRA subsidy works. Well, not really … they break it down a little more briefly than that. Join us for this episode where the boys explain: Who is eligible for ARPA subsidies, and who is not? Can Ed make the podcast's "lightning rounds" slower than they already are? Why is Ed giving the IRS props fo...
2021-06-2128 min
ERISA is a friend of mineShould you be in class? Employers, employees and the nearly $3 billion Blue Cross Blue Shield class-action settlementThere's a near $3 billion pot o' gold up for grabs for employers (and their employees) who purchased Blue Cross Blue Shield (BCBS) insurance policies or used BCBS to administer claims under self-funded plans between 2008 and 2020. But before you begin making retirement plans, understand that nobody – except maybe the class-action lawyers – is going to get rich on the backs of the settlement. The expected claimants number in the tens of thousands and any group plan's share of the settlement pie is divvied up between the employer and employees under one of a pair of formulas described in the sett...
2021-05-2425 min
ERISA is a friend of mineChasing Jackie Robinson: Giving minority-owned benefits brokers a chance to playAlmost 75 years ago, Jackie Robinson became one of major league baseball's greatest players, but only because he was given a chance to play. In the substantially nondiverse world of employee benefits insurance and brokerage, minority-owned businesses simply want an opportunity to play. In this compelling episode of ERISA is a friend of mine, Ed and Scott welcome Ken Hurtt, CEO of Birwood Services Group, a minority-owned broker founded in 2020 by Mr. Hurtt in a partnership with Lockton. Listen as Mr. Hurtt explains how Birwood, with Lockton's support, plans to create a flow of opportunity for minority-owned businesses...
2021-05-1025 min
Moisés Polishuk#106 Entrevista Actuaria Marcela Flores, CEO de Lockton · Moises Polishuk · DixoEntrevista Actuaria Marcela Flores QuirozCEO Lockton México, Benefits Leader LATAMContacto de Marcela Flores: mfloresquiroz@mx.lockton.comFacebook https://www.facebook.com/MarFloresQuirozLinkedin https://mx.linkedin.com/pub/marcela-flores/25/b12/451 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2021-04-071h 02
Beyond the Bottom LineEp 52 - Meet a Lockton Pharmacy Expert - with Dr. Rebecca LichDr. Rebecca Lich is Lockton's Mountain West Series Pharmacist. She collaborates with Pharmacists and Analysts across Lockton to make sure our clients have the best in class pharmacy contract and each component is held accountable with the PBM. Listen to the full episode to learn why our pharmacy practice is unique and how we can help self-funded clients save 10-30% in pharmacy costs alone.
2021-03-1727 minThe CheckupEp 52 - Meet a Lockton Pharmacy Expert - with Dr. Rebecca LichDr. Rebecca Lich is Lockton's Mountain West Series Pharmacist. She collaborates with Pharmacists and Analysts across Lockton to make sure our clients have the best in class pharmacy contract and each component is held accountable with the PBM. Listen to the full episode to learn why our pharmacy practice is unique and how we can help self-funded clients save 10-30% in pharmacy costs alone.
2021-03-1727 minThe Voice of InsuranceEp 71 Ross Howard Global Executive Chairman of Lockton Re: Why knowledge is key and kingToday’s guest is one of the best-known and most experienced executives in the reinsurance broking world.
Ross Howard is Global Executive Chairman of Lockton Re and has launched himself into a major project to help build a challenger reinsurance broker for the Lockton Group.
In this podcast we find out why he thinks the current market opportunities are some of the best he has seen in his long career and why, provided you have the right platform as a base, knowledge, expertise and relationships are more important than they have ever been.
I...
2021-03-1636 min
Winning Strategies PlaybookLockton Companies - Michael MooreIn this episode(12) of Winning Strategies Playbook, our host and real estate expert Jeremy Spann interviews Michael Moore, President of Lockton Companies. Listen as Michael and Jeremy speak on the mindset of implementing what needs to be done in business. Find the “why” of what you are doing gives you a huge boost into taking the necessary steps in growing both in business and life. Michael also touches on anyone the young generation of people who may not have a network or any leg up. The insurance business is a marathon and not a sprint! Enjoy!Here is t...
2020-12-081h 33
BREAK/FIX the Motorsports & Vehicle Enthusiast Variety ShowDemystifying Track Day Insurance: A Deep Dive with Lockton MotorsportsThis episode features Ryan Staub from Lockton Motorsports who discusses the intricacies of track insurance, particularly for HPDE (High Performance Drivers' Education) events. Hosted by Brad and Eric from Gran Touring Motorsports, they explore the importance of track insurance, safety concerns, and dispel various myths about insurance coverage. Key topics include the coverage details provided by Lockton Motorsports, how to sign up for track insurance, and addressing diverse inquiries from their membership. Ryan emphasizes the differentiation between Lockton and its competitors, outlining their customer-centric approach and extensive involvement in the motorsports community. The episode concludes with a robust Q...
2020-12-011h 25
ERISA is a friend of mineClipping coupons: Drug coupon maximization programs for employer group health plansPrescription drug costs, particularly for specialty drugs, pose a significant financial threat to employer group health plans. But what if those group plans could "clip" manufacturer coupons given to plan members to reduce the plan's payment? A new solution, drug coupon maximization programs, can generate enormous prescription drug savings for a plan, but they can also create some ERISA compliance issues. Scott and Ed are joined by Mark Holloway, JD, of Lockton Compliance Services, and Julayana Meyer, of Lockton Dunning's pharmacy analytics team, to explore the evolving opportunities, mechanics and potential compliance issues of these programs. W...
2020-11-1617 min
Small Changes Big ShiftsDr. Michelle Robin LIVE with Lockton Leadership - 31-Day Kindness CampaignWhy does kindness matter in a business – especially in leadership? Dr. Michelle Robin sits down to talk about that very thing with three of Lockton's leadership members in Kansas City – Joe Agnello, Brooke Runnion, and Said Taiym. They reflect on how kindness has shaped who they are, why kindness matters to them in the world today, and how they bring it into their roles at Lockton for their associates. Join us on today's show as we talk about the 31-Day Kindness Campaign in partnership with Lockton Companies.
2020-10-2149 minSmall Changes Big ShiftsDr. Michelle Robin LIVE with Lockton Leadership - 31-Day Kindness CampaignWhy does kindness matter in a business – especially in leadership? Dr. Michelle Robin sits down to talk about that very thing with three of Lockton's leadership members in Kansas City – Joe Agnello, Brooke Runnion, and Said Taiym. They reflect on how kindness has shaped who they are, why kindness matters to them in the world today, and how they bring it into their roles at Lockton for their associates. Join us on today's show as we talk about the 31-Day Kindness Campaign in partnership with Lockton Companies.
2020-10-2149 min
ERISA is a friend of mineSurprise medical bills and a new trick of the medical billing trade … follow the moneySurprise medical bills are a well-known problem within the U.S. healthcare system, but a few bad actors are playing an even more sinister trick on healthcare consumers and employer group plans. Scott and Ed welcome Jennifer Hill, Senior Clinical Consultant from the Lockton Dunning team, to the podcast this week to discuss this new trick of the surprise medical billing trade. This one involves self-dealing by some providers and shockingly egregious billings intended to line their pockets at the expense of the patient and the patient's employer group medical plan. Isn't "surprise billing" Scott's deal with his f...
2020-10-1917 min
The Psychology of Successful Women Podcast with Shona RowanCarla Moffett, Partner at Lockton Re, LondonIn this episode Shona speaks with Carla Moffett a Partner and Head of International P&C at Lockton Re. Carla talks to us about: Imposter syndrome and self-doubt and how even the most senior people surggle with it at times The importance of balancing hard work with self-care to avoid burn out Her personal career journey to making Partner at Lockton Re Why strong relationships and networking (personally and professionally) are key to success and fulfilment Why it’s not just ok, but good to be different The best career advice she has ever received Tops tips f...
2020-10-0826 min
ERISA is a friend of mineRainbows over ERISA: Title VII, the LGBT community and employer group health plansMore than 50 years after Title VII barred discrimination for a multitude of reasons, including sex, a new Supreme Court ruling has shed light on the scope of the prohibition on sex-based discrimination: Does it extend to a person's sexual orientation and even sexual identity? If so, how does the ruling affect employer-based health insurance? Scott and Ed welcome Paula Day, J.D., Lockton Benefits' new Director of HR Compliance Consulting, to discuss the court decision and the implications for the future of group insurance. Why did the anti-civil rights champion Rep. Howard Smith (D-VA) add the w...
2020-10-0514 min
ERISA is a friend of minePLRs, HRAs and COLI: Raiding the lost ark of ERISAWhat exactly is the "lost ark" of ERISA? Ed and Scott welcome Lockton's very own tomb raider, Jay Kirshbaum, J.D., LLM, to find out. Together they decode a recent private letter ruling (PLR) from the IRS to discover a surprise lever that may allow employers to offer employees a nontaxable choice between employer contributions to a retirement plan or to a retiree HRA. Jay leads the boys through the labyrinth of tax rules like only someone with a master's degree in tax law can and delivers up the holy grail of tax-favored benefits. Full of exciting...
2020-09-2119 min
Rounding The Bases With Joel GoldbergEp. 421 Peter Clune | LocktonPeter Clune took over in May 2020 as the chief executive officer of Lockton, the world’s largest independent insurance brokerage. He is one of the few non-family members to run the company in Lockton’s 53-year history. He most recently served as Lockton’s US President and COO. Lockton nhas 7,500 associates in more than 125 countries. Peter spoke with Joel Goldberg about the challenge of leading during a pandemic and small ball focusing on the importance of every interaction.
2020-08-1047 min
POWERS#67: Michael Moore - President of Lockton Fort Worth Chris tackles the complex topic of Insurance as he interviews Michael Moore, an 8th generation Texan and President of Lockton's Fort Worth office. Michael shares a fascinating story about his family's influence in Texas, a break down of the insurance industry in the midst of COVID-19, and Michael's new podcast: The Climb. Enjoy! Follow Chris on Twitter: www.Twitter.com/FortWorthChris Learn more about Chris Powers and Fort Capital: www.FortCapitallp.com Listen to Michael's Podcast Here 02:00 — Michael’s Family History and Journey to Lockton 15:28 — How did you...
2020-07-221h 12POWERS#67: Michael Moore - President of Lockton Fort Worth Chris tackles the complex topic of Insurance as he interviews Michael Moore, an 8th generation Texan and President of Lockton's Fort Worth office. Michael shares a fascinating story about his family's influence in Texas, a break down of the insurance industry in the midst of COVID-19, and Michael's new podcast: The Climb. Enjoy! Follow Chris on Twitter: www.Twitter.com/FortWorthChris Learn more about Chris Powers and Fort Capital: www.FortCapitallp.com Listen to Michael's Podcast Here 02:00 — Michael’s Family History and Journey to Lockton 15:28 — How did you...
2020-07-221h 12
Good Seats Still AvailableOntario Speedway, The International Race of Champions & More – With Dave LocktonLongtime sports/information technology entrepreneur/executive Dave Lockton joins this week to discuss his managerial adventures in the geographically fragmented and provincially fractious auto racing scene of the late 1960s/early 1970s – including the founding of the groundbreaking Ontario Motor Speedway, and its role in the ideation of the ultimate "all-star" professional driving competition – the International Race of Champions (IROC). Sports fans of a certain age will surely remember the old IROC series – which ran for 30 seasons starting in 1973 – where the best drivers from the world's top auto racing disciplines raced one another in equally prepared and equitabl...
2020-07-201h 30Good Seats Still AvailableOntario Speedway, The International Race of Champions & More – With Dave LocktonLongtime sports/information technology entrepreneur/executive Dave Lockton joins this week to discuss his managerial adventures in the geographically fragmented and provincially fractious auto racing scene of the late 1960s/early 1970s – including the founding of the groundbreaking Ontario Motor Speedway, and its role in the ideation of the ultimate "all-star" professional driving competition – the International Race of Champions (IROC). Sports fans of a certain age will surely remember the old IROC series – which ran for 30 seasons starting in 1973 – where the best drivers from the world's top auto racing disciplines raced one another in equally prepared and equitabl...
2020-07-201h 30
Investors & OperatorsEp. 27 Kison Patel, CEO & Founder, DealRoom; Jeff Henningsen, President & Partner, Lockton CompaniesHow to plan contentGeneral process of producing a podcastThe equipment starter kitDays to record, distribute, and the cost for production How to distribute content Podcast topics for PE firms ***BIOsKison Patel is the Founder and CEO of DealRoom, a project management software for complex financial transactions. Kison has over a decade of experience as an M&A advisor and developed DealRoom after experiencing first-hand a number of deep-seated, industry-wide inefficiencies and challenges. Through developing technology, educational content and industry trainings, Kison aims to bring better process solutions to an industry wit...
2020-06-2928 minThe Voice of InsuranceEp 25 Build me a reinsurance broker: Tim Gardner of Lockton ReTim Gardner is the relatively new CEO of Lockton Re and has been tasked by the Lockton group with building up a challenger reinsurance broking operation of significant scale.
The MMC-JLT and now Aon-Willis M&A activity has given this venture a significant timing boost and there is a palpable sense of a once in a generation opportunity for independents to stake their claim on a share of this lucrative global market.
I quizzed Tim on every aspect of his strategy to make Lockton Re a credible new player in the reinsurance broking space.
2020-05-2027 min
ERISA is a friend of mineThe CARES Act: A COVID-19 tourniquetThe Coronavirus Aid, Relief, and Economic Security, or CARES, Act was passed to give businesses big and small, along with their employees, a package of lifelines to get through our current unprecedented times. In this shelter-in-place episode, Ed and Scott analyze the potpourri of relief the CARES Act offers employers and their group health plan enrollees, including coverage mandates, tax credits and loans – each with its own terms and conditions. What healthcare plan mandates are included in the CARES Act? What plans do they apply to? When do the mandates expire? Can plans offset the cost of the ma...
2020-04-2024 min
ERISA is a friend of mineCOVID-19: The benefits implications of a pandemic in the makingIn this special episode, Ed and Scott tone things down a bit but still bring their "A" game, and plenty of hand sanitizer, to take on a serious topic … the new coronavirus, or COVID-19. Joined by experts Pam Popp, President of Lockton Retirement Services, and Stacie Engelmann, Senior HR Consultant, this episode tackles some of the key elements of employee benefits plans and HR policies that COVID-19 is sure to trigger questions about. Can employers limit a health plan's coverage of coronavirus treatment? Should they? How does HIPAA effect how and what you can communicate about an employee tha...
2020-03-1631 min
Oilfield 360 PodcastEpisode #6: Josh Lowrey, President and CEO - Galtway Enterprises and David de Roode, EVP and Partner - Lockton CompaniesOn this episode of The Oilfield 360 Podcast, we introduce to you our hosts: Josh Lowrey, President and CEO of Galtway Enterprises, and David de Roode, Executive Vice President and Partner of Lockton Companies. You’ll get an inside view on where their passion for the oilfield comes from and how G.A.S. has a different meaning in David DeRoode’s business. From current events to a legacy in the business, we hope you enjoy the stories these friends share. www.galtwayindustries.com www.galtwaymarketing.com www.lockton.com www.oilfield360.com
2020-03-0336 minOilfield 360 PodcastEpisode #6: Josh Lowrey, President and CEO - Galtway Enterprises and David de Roode, EVP and Partner - Lockton CompaniesOn this episode of The Oilfield 360 Podcast, we introduce to you our hosts: Josh Lowrey, President and CEO of Galtway Enterprises, and David de Roode, Executive Vice President and Partner of Lockton Companies. You’ll get an inside view on where their passion for the oilfield comes from and how G.A.S. has a different meaning in David DeRoode’s business. From current events to a legacy in the business, we hope you enjoy the stories these friends share. www.galtwayindustries.com www.galtwaymarketing.com www.lockton.com www.oilfield360.com
2020-03-0336 min
ERISA is a friend of mineMedicare: What you don't know can hurt youThere is a lot of talk about "Medicare for All," but what about Medicare as we know it today? You're probably thinking, "How hard can it be?" Well, you're about to not only find out just how challenging it can be, but also contemplate questions like, "How long do pay the Parts B and D late enrollment penalties if you're immortal?" In this episode, Ed and Scott discuss the intricacies of the current state of Medicare eligibility and coverage, a topic soon to be near and dear to (old man) Ed's heart. The guys are joined by...
2020-02-1719 min
ERISA is a friend of mineOf snake oil and stem cells: Let the buyer bewareWe've come a long way from the days of itinerant purveyors of elixirs like "Dr. Good's Cough Syrup and Hair Loss Tonic," riddled with ingredients like mercury and opium. But how much more discerning are we today? In the first episode of the new decade (and new season), Ed and Scott discuss the latest medical miracle cure: stem cell therapy. The guys are joined by Dr. Shealynn Buck, Chief Medical Officer of Lockton Dunning Benefits, and Karen Amato, RN, Clinical Consultant in Lockton's Northeast Series, and answer the key questions: What are stem cells and what...
2020-01-2127 minERISA is a friend of mineThe ACA employer mandate: Still hazy after all these years (part two)It's the final countdown! In part two of the last episode of the season, the guys really take flight on determining whether an employee is considered full-time under the ACA employer mandate. They explore measurement periods, who should get a coverage offer for the next plan year, and how long employers have to offer it before IRS penalties kick in. How's the new dog, Jimmy? (Don't ask Ed's wife.) How can employers determine which employees have ACA full-time status? Do paid vacation and leave count in calculating an employee's hours of service? (Yes.) Can Ed pronounce "extrapolates" correctly...
2019-10-2822 min
ERISA is a friend of mineAvoiding the ERISA check engine lightIf you're listening to this podcast you might be a medical plan fiduciary … and there are a few things you need to know. Medical plan fiduciaries face a small, but significant, risk of litigation related to their plan's administration, and related to what the fiduciaries should be doing but often aren't. In this episode, we clarify who is a fiduciary and why your medical plan might need some regularly scheduled maintenance! Ethan McWilliams, who used to carry a badge at the DOL, joins Ed and Scott to talk about the role of a fiduciary, why it's important fo...
2019-09-3018 min
ERISA is a friend of mineIntroducing ... ERISA is a friend of mineIntroducing ERISA is a friend of mine, a biweekly podcast series from the compliance services professionals of Lockton Benefit Group. We invite you to join us every couple of weeks to learn a little something about employee benefits, and share a few laughs along the way.
2019-01-0902 min
Monday Morning RadioObamacare and Your Bottom Line: An Exclusive Preview Featuring William N. Lindsay, III - Lockton Employee Benefits Group
Next month, some of the top CEOs, business powerbrokers and entrepreneurs in Colorado will gather at a by-invitation-only executive briefing to hear from one of the nation's leading experts on the Affordable Care Act - popularly known as Obamacare - and how it will impact businesses.
Moreover, the speaker, William N. Lindsay, III, president of Lockton Employee Benefits Group, will offer suggestions on ways business owners and entrepreneurs can plan ahead, as well as hints about the unexpected consequences that may arise as a result of health care reform.
O...
2013-07-2927 min