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- 🇺🇸US · Management#1425K to 30K
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Est. listeners per new episode within ~30 days
4.5K to 23K🎙 Weekly cadence·50 episodes·Last published 1w ago - Monthly Reach
Unique listeners across all episodes (30 days)
9K to 46K🇺🇸65%🇮🇩22%🇿🇦7%+1 more - Active Followers
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3.6K to 18K
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Recent episodes
AI and the Data Foundation: Ross Koenig on Why Data Matters
May 6, 2026
Unknown duration
What Makes a Great Board Member: Part IV | Bill Clendenen, Charlie Talbot & Michael Burcham on Coaching N-1s and Building Scalable Leadership Teams
Feb 26, 2026
Unknown duration
What Makes a Great Board Member: Part III | Bill Clendenen, Charlie Talbot & Michael Burcham on Turning Boards into Strategic Assets
Feb 11, 2026
Unknown duration
What Makes a Great Board Member: Part II | Bill Clendenen, Charlie Talbot & Michael Burcham on Boardroom Behaviors That Drive Results
Jan 22, 2026
Unknown duration
What Makes a Great Board Member: Part I | Bill Clendenen, Charlie Talbot & Michael Burcham on Designing High-Impact Boards
Jan 14, 2026
Unknown duration
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 5/6/26 |  AI and the Data Foundation: Ross Koenig on Why Data Matters | In this episode, I follow up with Ross Koenig, Chief Data Officer at Shore Capital Partners and one of our earliest podcast guests. Ross reflects on how his role has evolved over the past three years, from leading the Data Center of Excellence supporting portfolio companies to focusing on Shore's own investment process data and cross-portfolio insights. He shares why Shore's longstanding commitment to process and documentation has become a powerful foundation in the age of AI, and how nearly 1,000 codified executive hires now enable pattern recognition that few firms can match. Ross also discusses why "garbage in, garbage out" matters more than ever, how AI is breaking down walls between executives and data, and why business owners who ignore AI risk being left behind.Key Takeaways:Build the data foundation first because AI only works as well as the process, documentation, and discipline behind itCodify what you know across people, processes, and decisions so you can spot patterns, learn from past outcomes, and make smarter choices going forwardRecognize that AI's biggest unlock is accessibility, putting information and analysis directly in the hands of executives who used to be blocked by technical wallsEngage with AI now regardless of size or industry because the cost barriers have fallen and the businesses that ignore it will quickly fall behindChapters:00:00 – Introduction01:36 – Building the Data Foundation06:36 – Codifying Knowledge at Scale12:15 – Accessibility and the Power of AI15:31 – Why Every Business Owner Should Engage with AI NowListen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 2/26/26 |  What Makes a Great Board Member: Part IV | Bill Clendenen, Charlie Talbot & Michael Burcham on Coaching N-1s and Building Scalable Leadership Teams | In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham focus on the critical role N-1 leaders play in building scalable companies and how great boards evaluate and develop that talent. They discuss why N-1 engagement in the boardroom strengthens succession planning, sharpens strategic alignment, and prepares leaders for larger roles. The conversation explores how CEOs can coach and position their teams for success, when to elevate value-creation roles versus hygienic functions, and how boards assess whether executives can scale with the business. Throughout the discussion, they emphasize that effective boards don’t just oversee performance but actively help build the next generation of leadership.Key Takeaways:Strong boards engage N-1s directly to assess succession readiness, reinforce strategic alignment, and build depth across the leadership team.Board meetings serve as a proving ground where emerging leaders learn to think strategically, communicate clearly, and demonstrate their ability to scale with the business.Effective CEOs act as coaches, preparing N-1s for the boardroom, creating stretch opportunities, and reinforcing accountability while protecting confidence.High-performing boards don’t just evaluate current results; they actively help shape, develop, and elevate the next generation of leadership to sustain long-term value creation.Chapters:00:00 – Introduction01:17 – Why N-1 Engagement Matters04:33 – When N-1s Should Lead08:05 – Coaching N-1s for the BoardroomListen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 2/11/26 |  What Makes a Great Board Member: Part III | Bill Clendenen, Charlie Talbot & Michael Burcham on Turning Boards into Strategic Assets | In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham explore how CEOs can turn their boards into true strategic assets. They share practical guidance on building trust through transparency, setting realistic goals, and engaging board members outside the boardroom. The conversation focuses on how effective CEOs pressure test strategy, avoid surprises, and translate strategic plans into clear operational execution. Throughout the discussion, they emphasize that strong CEO board relationships are built on consistency, preparation, and open dialogue, enabling boards to support leadership, execution, and long-term value creation actively.Key Takeaways:CEOs maximize impact by using the board as a strategic partner through transparency, preparation, and consistent engagement.Trust with the board is built through realistic goal-setting, open discussion of challenges, and a disciplined, no-surprises approach.Keeping the strategic plan front and center aligns discussion, sharpens decisions, and connects strategy directly to execution.Strong board engagement happens outside the boardroom, where prewiring and one-on-one conversations reduce friction and improve outcomes.Chapters:00:00 – Introduction03:48 – Using the Board Strategically06:28 – Keeping Strategy Front and Center10:02 – Building Trust and Avoiding Surprises15:25 – Pre-Wiring Decisions and Board DynamicsListen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 1/22/26 |  What Makes a Great Board Member: Part II | Bill Clendenen, Charlie Talbot & Michael Burcham on Boardroom Behaviors That Drive Results | In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham build on the foundation of great board design by focusing on how effective board members show up in practice. They explore the mindset, behaviors, and preparation that separate high-impact directors, emphasizing curiosity over judgment, role clarity, and alignment with the strategic plan. The conversation examines what strong board preparation looks like, how directors add value inside and outside the boardroom, and why understanding the CEO’s perspective is critical. Throughout, they highlight how great board members help translate strategy into results, support talent development, and proactively engage to accelerate value creation.Key Takeaways:Great board members lead with curiosity over judgment and clear role awareness, creating trust and stronger outcomes with management.The most effective boards translate strategy into execution by aligning directors, investors, and CEOs around direction, pace, and results.Preparation anchored in the strategic plan allows boards to stay forward-looking, ask better questions, and focus on what matters most.High-impact directors extend their influence beyond meetings through proactive engagement, talent development, and targeted support for CEOs and teams.Chapters:00:00 – Introduction01:12 – How Great Board Members Show Up03:11 – Turning Strategy Into Results09:37 – How Great Boards Prepare17:03 – Impact Beyond the BoardroomListen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 1/14/26 |  What Makes a Great Board Member: Part I | Bill Clendenen, Charlie Talbot & Michael Burcham on Designing High-Impact Boards | In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham explore what makes a great board member and how Shore Capital Partners designs boards to drive value creation. They discuss the purpose of the board, the importance of diverse and relevant operating experience, and why board composition matters as much as strategy. The conversation highlights the role of the Lead Independent Director in supporting CEOs, de-risking execution, and translating between management, the board, and investors. Throughout the discussion, they emphasize that effective boards ask the right questions, stay aligned with the strategic plan, and actively help management build and scale the business.Key Takeaways:Great boards accelerate value creation by pairing clear strategy with real operating experience to help management grow and reduce risk.Diverse, complementary board composition turns governance into a competitive advantage beyond financial oversight.The Lead Independent Director plays a vital role in aligning management, the board, and investors through trust, context, and ongoing engagement.Effective boards stay aligned with strategy, ask better questions, and actively support the company’s evolution from growth to exit.Chapters:00:00 – Introduction01:20 – The Purpose of a Great Board09:16 – The Role of the Lead Independent Director13:11 – How CEOs Should Use Their Board18:51 – How Boards Evolve Over the Hold PeriodListen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 9/11/25 |  Behind the CXO Title: Alison Shekman on Going Slow to Go Fast | In this episode, I talk with Alison Shekman, Chief of Staff at PhaseWell Research and a member of the CXO Fellows Program. Alison shares her journey from consulting into operations and what it has meant to step into an early-stage, acquisition-driven business. She reflects on slowing down to go fast, listening to frontline experts, and creating systems for prioritization. Alison also discusses lessons from the Shore Resource Team and why embracing iteration over perfection has shaped her approach as a CXO.Key Takeaways:Go slow to go fast by taking the time to understand what motivates people and plan for change so it can be implemented more effectivelyListen first and spend time in the field with the people who know the work best to close knowledge gaps and build credibilityCreate a system for relentless prioritization to bring clarity to the noise and stay aligned with leadership on what matters mostCall it version one, move forward, and keep iterating rather than waiting for perfectionChapters:00:00 - Introduction02:57 - Go Slow to Go Fast05:01 - Closing the Knowledge Gap09:35 - The Value of Networks13:03 - Prioritization and Integration19:47 - Lessons for Young LeadersListen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 9/9/25 |  Behind the CXO Title: Driving Value Through Progress with Preethi Menon | In this episode, we sit down with Preethi Menon, Senior Vice President of Integrations and Partnerships at Empower Aesthetics. After nearly a decade in consulting, Preethi joined the CXO Fellows Program and stepped into the challenge of building Empower from the ground up. She reflects on lessons from scaling the company, including overcoming perfectionism, embracing accountability, and moving fast to create value. Preethi also underscores the importance of humility, strong relationships, and the CXO peer network in her growth as a leader.Key Takeaways:Learning to value progress over perfection helps leaders in young companies move with speed, capture opportunities, and create meaningful value before the moment passesTaking full ownership means recognizing that every choice and relationship matters, and leaders are directly accountable for the outcomes that shape the businessEarning trust with founders and partners comes from humility and being willing to roll up your sleeves, especially when transitions bring uncertainty and changeLeaning on a network of peers gives young leaders the perspective and encouragement they need to navigate the challenges of building a company from the ground upChapters:00:00 - Introduction07:42 - The Early-Stage11:16 - Operational Learning Curves18:15 - Building Great Companies23:24 - Lessons LearnedListen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 8/28/25 |  Behind the CXO Title: Prioritizing What Matters Most with Will Cook | In this episode, we sit down with Will Cook, Chief of Staff at Skycrest Roof Co. Will shares his unique path from consulting to serving as an infantry officer in the U.S. Army before joining the CXO program. He reflects on his first year helping to launch Skycrest, where the role meant doing everything from marketing to operations while learning the business from the ground up. Will highlights the importance of humility, listening, and building relationships with founders and frontline teams, especially in a people-driven industry. He also discusses evaluating talent in fast-moving environments, practicing relentless prioritization, and leaning on the CXO peer network to navigate the inevitable highs and lows of growing a young company.Key Takeaways:Learning the business from the ground up builds credibility, deepens relationships, and ensures leaders make informed decisions that create lasting valueRelentless prioritization helps executives focus on the highest-impact initiatives, avoid distractions, and drive meaningful results in fast-moving environmentsPeople are at the center of every decision, and knowing your team’s strengths, weaknesses, and motivations is key to building trust and driving performanceSteadiness through highs and lows is sustained by leaning on peers and mentors, creating a support system that strengthens resilience and perspectiveChapters:00:00 - Introduction07:56 - What Makes a Good CXO12:05 - Building Relationships with Founders14:36 - Advice for New Leaders17:24 - Best Advice Ever ReceivedListen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 8/21/25 |  Behind the CXO Title: Rachel Scott Garrison on Managing Stakeholders and Relentless Prioritization | In this episode, we sit down with Rachel Scott Garrison, CXO at Agentis Longevity. Rachel shares her journey from Dell, Visa, and Deloitte into the microcap space and what drew her to entrepreneurship. She reflects on lessons from her first year helping to launch Agentis, including building the right data infrastructure, practicing relentless prioritization, and supporting a young CEO. She highlights the importance of managing stakeholders, the mindset shifts that come with moving from perfection to progress, and the value of having a strong peer cohort to share experiences and resources along the way.Key Takeaways:Relentless prioritization combined with a progress-over-perfection mindset enables leaders to adapt quickly, focus on what matters most, and sustain momentumStakeholder alignment is central to success, and listening, timing, and inclusion build trust with founders, boards, and teamsSupporting and syncing with the CEO is critical in early-stage companies, where pace and pressure multiply and decisions must be made quicklyThe CXO network provides critical support and shared learning, helping leaders navigate challenges, avoid common pitfalls, and accelerate growthChapters:00:00 - Introduction04:37 - Building for Scale08:51 - Partnering with the CEO13:47 - Progress Over Perfection17:38 - Lessons in LeadershipListen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 7/30/25 |  Behind the CXO Title: Chris Dardi on Building Something Bigger Than Himself | In this episode, we sit down with Chris Dardi, an alumnus of the CXO Fellows Program who was CFO of Behavioral Innovations at the time of recording and now serves as COO. Chris shares why he left financial due diligence to build something bigger, how he navigated the leap into healthcare, and the mindset shifts that helped him succeed. He reflects on lessons learned during his time as a CXO, the demands of leading through an exit as CFO, and the importance of process, adaptability, and knowing how to focus when everything feels urgent.Key Takeaways:Learning the business from the ground up builds credibility, accelerates impact, and helps new leaders drive meaningful changeOpportunities often come disguised as problems, and tackling unglamorous challenges creates momentum and visibility in microcap environmentsProcess, discipline, and adaptability are essential skills for CXOs stepping into new industries or scaling companies through rapid growthExit readiness is an ongoing effort that starts with how the business is built, not when a banker is hired, and it requires tight operations, clear data, and a compelling storyChapters:00:00 - Introduction05:27 - Discovering Purpose in the Mission09:00 - Learning Fast and Building Structure13:40 - Leading Through Change21:04 - Lessons in LeadershipListen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
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| 7/10/25 |  Shore University: How We Customize Talent Development | In this episode, Anderson Williams, Principal of Talent Development, is joined by Jackson Sprayberry, Director of Talent Development, and Ben Gilbert, Associate of Talent Development, to share how Shore University customizes talent development to meet the unique needs of each portfolio company. They explore how surface-level requests like conflict resolution or performance management often reveal core challenges with communication, accountability, and time management. Through examples including mentorship programs, frontline development, and shift manager coaching, the team highlights how they tailor content and delivery formats to drive real impact. They also discuss tools in development, such as case studies and a Train the Trainer model, designed to scale learning while keeping it deeply contextual.Key Takeaways:Strategic questioning during early conversations helps uncover root issues, like conflict resolution, communication breakdowns, and unclear expectationsCustom programs are co-created with portfolio leaders to support goals like performance management rollouts, mentorship launches, and frontline customer training, all tailored to team needs and company contextMindset shifts, such as moving from captain to coach or working in the business to working on it, are essential for leaders in fast-growing environmentsClarifying the distinction between feedback and accountability helps managers create lasting behavior change and stronger team performanceChapters:00:00 - Introduction06:36 - Leadership Mindset Shifts10:56 - Customized Solutions15:42 - Feedback vs Accountability21:19 - Creating ScalabilityListen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 6/18/25 |  Shore University: Building a Scalable Learning Platform | In this episode, Michael Burcham, Chief of Strategy, Research, and Talent Development, joins Anderson Williams, Principal of Talent Development, along with Ben Gilbert, Associate of Talent Development, and Jackson Sprayberry, Director of Talent Development, to share how Shore University has grown into a platform that supports learning at every level, including executives, managers, and frontline team members. They talk about the systems behind ShoreU, like the LMS (learning management system), scenario-based training, and pathway programs, and how these tools help leaders apply what they learn in real situations.Key Takeaways:Pattern recognition across portfolio companies makes it possible to build leadership programs that scale across industries and business models A mix of live sessions, self-paced tools, and media-driven content makes learning accessible to those with different learning styles and work flowsThe talent pipeline is strengthened by identifying high-potential individuals early and preparing them to take on key roles as companies growAs the platform evolves, the focus is on building both standardized pathways and customized experiences to meet companies where they areChapters:00:00 Introduction05:19 Building the System14:13 Development Programs18:34 Content that Connects21:20 What's Next?Listen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 6/11/25 |  Shore University: Why Talent Development Matters | In this episode, Michael Burcham, Chief of Strategy, Research, and Talent Development, joins Anderson Williams, Principal of Talent Development at Shore Capital, to explore why investing in people has been core to Shore since the beginning. Michael shares how the firm’s founders valued learning as a strategic advantage and how that mindset led to the creation of Shore University, the talent development function supporting both the firm and its portfolio companies. They discuss the challenges of scaling teams, the shift from individual contributor to manager, and the importance of trust, communication, and consistency in leadership. Through stories and examples, they show how ShoreU ensures that as companies grow, their people are prepared to grow with them.Key Takeaways:Shore University was built on the belief that learning is a strategic advantage.Developing people is essential to scaling teams and sustaining performance.First-time managers need support to grow from doing the work to leading others.Companies are strongest when their people grow alongside the business.Chapters:00:00 Introduction06:09 The ROI of Talent Development 10:12 From Contributor to Leader20:24 Navigating Change23:59 Growing with Your PeopleListen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 5/8/25 |  Accelerating Growth with a Commercial Center of Excellence | Zachary Nippert | In this episode, Zachary Nippert, Chief Commercial Officer at Shore Capital, discusses building out the Commercial Center of Excellence (COE) to accelerate organic growth across the firm’s portfolio. Drawing from his experience in global advertising, tech entrepreneurship, and revenue leadership, Zack shares how he is creating a structured approach to commercial strategy, talent development, and sales enablement. He also explains how peer collaboration within the COE fosters innovation, enabling commercial leaders to exchange insights, overcome challenges, and enhance performance across diverse industries.Key Takeaways:How Zachary Nippert is building the Commercial Center of Excellence at Shore CapitalThe three core pillars of commercial excellence: talent, strategy, and sales processHow peer collaboration within the COE drives innovation and growthReal-world strategies for sales training and go-to-market successWhy commercial excellence is crucial for scaling microcap companiesChapters:00:00 Introduction06:14 The Role of the Centers of Excellence07:15 Commercial Excellence Function10:46 Challenges and Opportunities16:09 Success Stories and Future AspirationsListen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 3/6/25 |  Events: Building Meaningful Connections | In this episode, Head of Events at Shore Capital, Julia Dilday, shares insights into how thoughtful event design and relationship-building strengthen the firm’s brand and fuel growth. She discusses her path from TV production to private equity, the importance of small details in creating memorable experiences, and how collaboration across teams shapes the Shore culture. Joined by Jeff Williams (COO), Julia also reflects on the evolution of Shore’s events function and its growing impact on building a robust network of executives, board members, and investors.Chapters:00:00 Introduction02:40 The Role and Impact08:25 Building World-Class Events10:46 Unique Aspects of Shore's Events14:34 Memorable Moments Listen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 2/20/25 |  Strategy: Developing the Strategic Plan | In this episode, the Shore Capital Strategic Planning team explores how they partner with portfolio companies to build and execute strategic plans. They discuss bridging the gap between the investment thesis and real-world execution, helping teams prioritize key initiatives, align stakeholders, and make data-driven decisions. Their structured yet adaptable process ensures companies stay focused, respond to market dynamics, and drive sustained growth.Listen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 2/6/25 |  Through the SRT Lens: The Evolution of SRT with David Korb | In this episode, David Korb, Director on the Shore Resource Team, shares insights into how the SRT supports portfolio growth and enables faster execution. He discusses key projects, his career journey from consulting to private equity, and how mentorship plays a role in developing future leaders and CFOs. David also reflects on the evolution of the SRT and its growing impact on the Shore Capital portfolio.Listen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 1/30/25 |  Through the SRT Lens: Laying the Foundation for Success with Ellie Hupp | In this episode, Ellie Hupp, a manager on the Shore Resource Team, shares her journey from financial due diligence to hands-on operational support. She discusses the importance of diversifying skills early in a career, the value of pattern recognition in private equity, and how SRT fosters collaboration across teams. Ellie also reflects on the growth opportunities at Shore and her aspirations for a future C-suite role.Listen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 1/27/25 |  Strategy: Understanding the Strategic Plan | In this episode, the Shore Capital Strategic Planning team describes their proven approach to creating, managing, and iterating strategic plans with portfolio companies. They highlight timed breakouts, facilitation, and clear documentation to ensure alignment, accelerate idea-sharing, and deliver tangible outcomes. By evolving management processes and clarifying goals, they help companies achieve rapid growth and increased value.Listen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 1/8/25 |  Through the SRT Lens: Bob Pollard on Growing as a Leader and Mentor | In this episode, Bob Pollard, Senior Director on the Shore Resource Team, shares how the SRT prepared him for a longer-term interim CFO role. He discusses stepping into leadership, driving change, and mentoring team members. Bob also reflects on projects that transformed companies by taking on tasks that the founders did not have the capacity or resources to do before. He speaks about his personal growth as a leader and emphasizes the importance of collaboration and mentorship.Listen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 12/18/24 |  Through the SRT Lens: Adapting to the Modern CFO Role with Joe Pizetoski | In this episode, Joe Pizetoski reflects on his career and the transition from the Shore Resource Team to the CFO role. He discusses the value of diverse experiences, including his time as interim CFO, and how they prepared him for strategic leadership. Joe highlights the challenges of scaling operations and fostering strong company culture. He emphasizes continuous learning, proactive problem-solving, and developing strategies that drive both individual growth and organizational success.Listen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 12/11/24 |  Through the SRT Lens: How Hannah Credille Pivoted from Accounting to Operations | In this episode, Hannah Credille shares her journey from an early career in technical accounting to becoming a strategic leader on the Shore Resource Team. She discusses the impact of transitioning to an operationally focused role, her experiences supporting portfolio companies, and her first year, including serving as an interim CFO. Hannah emphasizes the importance of communication, scalability, and developing processes that empower teams and drive success.Listen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 11/20/24 |  Through the SRT Lens: How Brandon Coan Forged His Path to CFO | In this episode, Brandon Coan, CFO of Hueman People Solutions, reflects on how his experience with the Shore Resource Team prepared him for his first CFO role. He shares stories from his work on 100-day Plans, the challenges of stepping into interim roles, and his transition into full-time leadership at Hueman. Brandon also discusses the lasting impact of his SRT projects and provides valuable insights on leadership, personal growth, and the importance of doing things the right way.Listen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 11/13/24 |  Research: Supporting the Shore Investment Lifecycle | In this episode, Caitlin Zager dives into how Shore Capital utilizes research to guide investments from initial analysis to exit. She discusses the importance of using data to identify market trends, validate strategies, and adapt to industry changes. Caitlin also provides practical examples of how research drives decision-making and enhances portfolio value, offering a comprehensive view of the insights shaping Shore’s investment approach.Listen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
| 10/25/24 |  What Makes a Great CEO: Part V | Executives Bill Clendenen & Michael Burcham on What Gets a CEO Fired | In this episode, Bill Clendenen and Michael Burcham discuss what can get a CEO fired. They outline the CEO’s core responsibilities: setting a clear vision, building the right team, holding people accountable, and fostering a culture of success. Failing to deliver results, lacking transparency with the board, or not hiring quickly enough are key reasons CEOs are let go. The discussion emphasizes the need for honesty, decisiveness, and readiness to meet the fast-paced demands of the CEO role. Listen to our podcasts at:https://www.shorecp.university/podcastsThere you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique. Other ways to connect:Shore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/Blog: https://www.shorecp.university/blog This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. | — | ||||||
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Chart Positions
4 placements across 4 markets.
Chart Positions
4 placements across 4 markets.