Does your AI-based interface talk to customers the way a real person would or is it tech for tech’s sake? We are here at Forrester CX in Nashville, TN and hearing all about the latest insights and ideas for brands to create better experiences for their customers. Agility is less about bolting on new features just because the tech is available and more about making tomorrow’s experiences feel intuitive and natural to the end customer using them. Today we’re diving into designing for the future of experiences with AJ Joplin, Senior Analyst at Forrester. About AJ Joplin AJ is the lead analyst for Forrester’s research on experience design (XD), design organizations, and design leadership. Helping XD and customer experience (CX) leaders develop and deliver on research-based strategy is AJ’s professional passion. She has observed that the most effective organizations combine clear purpose with the right people and leverage systems to clarify decision-making, prioritization, and workflows. AJ also has years of workshop facilitation experience in human-centered design and design thinking. Using her professional coaching skills, AJ bring clients through ambiguity and into alignment on what matters and what’s next. Resources Forrester: https://www.forrester.com https://www.forrester.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 " Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…
The Voice of Family Business on Capitol Hill is a monthly podcast featuring topics and interviews with experts from politics, marketing, tax, and law focusing on the critical issues facing families and their businesses. The podcast series is hosted by Pat Soldano, President of Family Enterprise USA and Policy and Taxation Group, advocates for families and their businesses.
The Voice of Family Business on Capitol Hill is a monthly podcast featuring topics and interviews with experts from politics, marketing, tax, and law focusing on the critical issues facing families and their businesses. The podcast series is hosted by Pat Soldano, President of Family Enterprise USA and Policy and Taxation Group, advocates for families and their businesses.
In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with Bill Rock, CEO of MLR Media, a media and events company that publishes Family Business, Directors & Boards, FO Pro, and Private Director magazines, to discuss how family businesses govern themselves and how governance can affect growth and success.…
In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with top tax and Congress experts Russ Sullivan of the law and government affairs firm, Brownstein, and Michael Hawthorne of the law and government affairs firm, Squire Patton Boggs. The topic is “Where Does the New Tax Bill Stand Right Now?” As the extension of the 2017 Tax Cuts and Jobs Act works its way through Congress, these experts will update listeners on what the tax bill provisions look like right now, what is likely to get to the President’s desk, and how it will affect family-owned businesses.…
In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with Catherine Fankhauser, Partner, Family Office Advisory Services, Ernst & Young LLP, and John Feiten, Senior Manager in EY’s Family Office Advisory Services practice. The topic is “How a Family Office Can Support Family Needs.” As family businesses grow and the number of family members involved increase, the complications of managing investments, taxes and other financial tasks escalate. In such a situation, family offices can provide a single point of coordination for enhancing wealth management strategies and providing comprehensive support for a family’s varying needs. In this podcast, you will learn how to stand up a family office based on your family’s current needs and long-term goals.…
In this episode of the “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA talks with two prominent Washington, D.C-based legal experts on what is expected in the first 100 Days of the new Administration and new Congress. The two guests are Caren Street, Principal and legal expert, at the law and government- relations firm of Squire Patton Boggs, and Mark Warren, Shareholder and legal expert, at the law and government-relations firm of Brownstein. Caren Street is a seasoned Washington, D.C., operative with 17 years of experience on Capitol Hill and in government relations. She is a principal of her firm’s Public Policy Practice Group and advises a range of clients on public policy and government relations strategies to address issues before federal, state and local governments. Prior to joining the firm, Caren gained 14 years of bipartisan, bicameral and leadership experience on Capitol Hill. Mark Warren worked on every major tax-policy debate since the Clinton administration. Mark is a well-known professional on the Hill, having spent more than two decades serving as congressional tax counsel spanning four administrations. He served as chief tax counsel to the Senate Finance Committee, where he handled the development and implementation of Chairman Chuck Grassley’s (R-IA) tax agenda. He also contributed to the development and drafting of key parts of the Tax Cuts and Jobs Act as senior tax counsel in the office of Sen. John Thune (R-SD).…
In this episode of the “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA talks with two prominent women who run generationally-owned family businesses. The two guests are Katie Jeremiah, Chief Executive Officer, Aggregate Resource Industries, a rock drilling and blasting contractor that provides drilling and blasting services throughout the United States, and Paetra Orueta, Executive Vice President, Blazer Industries, a family-owned and operated modular building manufacturing company.…
In this episode of the “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA talks with two prominent women who run generationally-owned family businesses. The two guests are Paula Lafferty, CEO, SnoTemp, a family-owned and operated temperature controlled public warehousing company with two facilities located Oregon; and Lauren Doll- Sheeder, Managing Partner, Doll Distributing, a third-generation beverage distribution company.…
In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with House Member Rep. Greg Steube (R-FL) to discuss the work of the Ways and Means Tax Teams and his work on the Congressional Family Business Caucus. Rep. Steube Co-Chairs the Main Street Tax Team focused on Section 199A and other key provisions of the TCJA bill. Soldano and the Congress Member discuss how the elections, new economic policies, and the expiration of the tax provisions in Tax Cut and Jobs Act will affect family businesses.…
As part of Family Enteprise USA and Policy and Taxation Group’s continuing podcast series looking into tax policies for 2025, experts from Policy and Taxation Group’s partner law firm, Brownstein, and their tax experts Russ Sullivan and Rosemary Becchi dive into changes to 199-A regulations. They are joined by their colleague, former Sen. Mark Pryor, to discuss how this provision’s expiration could lead to material harm for family businesses and pass-through businesses across the country. They also cover methods industry members can utilize to protect 199-A rates.…
With so much uncertainty, the Policy and Taxation Group, the sister organization of Family Enterprise USA and advocates on Capitol Hill for clients of family offices and successful individuals, brings you insights from the tax policy team at its partner law firm, Brownstein. In this episode, Brownstein invited members from its bipartisan Government Relations department to discuss how tax policy might look if either party sweeps the elections, or if there is split control of government after November. This interesting bipartisan discussion analyzes the current cuts and credits that will…
Is your company’s capital agenda strategy future proof? Business-owning families can better position themselves for success when developing their strategic capitalization agenda by establishing clear and balanced financial objectives, performing a thorough evaluation of financial readiness, and, if access to the capital markets is needed, understanding funding options that will best align with the long-term capitalization needs of the family enterprise. On this podcast, learn why an effective capital strategy needs to be informed, resilient and efficient while mitigating risk for long-term success.…
In this episode of the “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA talks with Matt Brown, Partner, at the Irvine-California-based Brown & Streza law firm. Soldano and Brown discuss how Family Offices and Family Businesses are planning for possible expiration of the tax provisions in Tax Cut and Jobs Act, including the $13 million estate, gift and GST lifetime exemption and other tax provisions. They also discuss pending tax cases and the Corporate Transparency Act in law today. Brown heads the firm’s Tax, Trusts, Estates Group and its Ultra-High-Net-Worth subgroup. Brown & Streza serves families, businesses, entrepreneurs, investors, philanthropists, and charitable organizations through its integrated approach to business and personal planning.…
In this episode of the “Voice of Family Business on Capitol Hill” host Pat Soldano, of Family Enterprise USA, talks with well-known communicator and researcher, Dr. Frank Luntz, about the challenges of communicating with Generations Z and X. These future voters and business leaders will have a huge impact on economics, capitalism, and the future leadership of family businesses.…
Host Pat Soldano talks with Steve Prostano, Founder of the UHNW Institute, about transitioning existing family offices to a Wealth 3.0 mindset. This episode details understanding the complexity of the 10 Domains of Family Wealth and the new skills and approaches required to deliver integrated family wealth management solutions.…
Host Pat Soldano, President of Family Enterprise USA, talks with Sean Alyward, Managing Director of EY’s Family Business Services, an expert in “stress testing” complex family business and wealth transition plans that are important to America’s multi-generational family businesses. Soldano and Alyward review tools that cover governance communication, asset allocation, privacy, liquidity, and compliance and reporting. The discussion details top concerns and solutions for making sure family transition plans are updated. L5BWzX0HpQEIuw6Kwafx…
This episode is hosted by Pat Soldano, President, Family Enterprise USA and Policy and Taxation Group, and her guests are: 1) Jack Kingston, former Republican member of the House from Georgia, and now a Principal with the law firm Squire Patton Boggs, and; 2) Mark Begich, former Democratic Senator from Alaska, former Mayor of Anchorage, and now a strategic consulting advisor with the law firm Brownstein.…
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