FORVIS

Delivering an Unmatched Client Experience with Makayla Matheson and Greg Cole

Why does UCX matter? How do we measure Net Promoter Score? What’s changed over the years when it comes to providing client service? In this episode, Partner Makayla Matheson and Chief Marketing Officer Greg Cole talk about all things UCX, including plans for helping us all raise the bar even higher.

Championing Change with Jeff Outten

We’ve all become accustomed to change but that doesn’t mean it’s easy to navigate. On this episode we speak with our Chief Change Officer, Jeff Outten, about the firm’s intentional approach to change methodology and how we can all champion change in our roles.

Mike Wolfe On Leading With Integrity

In this episode, we speak with Mike Wolfe, our Chief Risk Officer, about Leading With Integrity. We discuss the "healthy tension" between managing risk and cultivating innovation, how our individual choices shape the firm as a whole, and what Albus Dumbledore has to say about ethical choices.

Operating As ONE FORVIS

Join us as we speak with Key Award winner Casey Potts to talk about Operating As ONE FORVIS, and what it was like to be surprised with winning this prestigious firmwide honor. Casey is a senior managing consultant with the our deal advisory practice focused on serving M&A clients, based in Atlanta.

UCX Book Discussion

This episode features an audio excerpt from the FORVIS Day celebration call for our all-virtual employees. Partners Melissa Pozniak and John Chennoor reflect on a few of the themes from the Unmatched Client Experience book that really resonate with them.

Be Builders with Ling Zhang

On this episode, we speak with Key Award winner Ling Zhang about what the award means to her and about Being Builders. She talks about building up others and about how she approaches building her own career. Ling is a newly elected partner and is the market industry leader for the firm's Technology and Services Practice in the metro D.C. area.

Excel Always with Kimberly McKay

FORVIS Day offers us an opportunity to reflect on our firm’s first year and it’s the perfect time to talk about how we can Excel Always. Kimberly McKay, southwest regional managing partner, joins us to talk about striving for excellence and about the past and future of FORVIS.

Be Your Best Self with Katrina Thompson

Chief People Officer Katrina Thompson joins the podcast this month to talk about Being Our Best Selves, and why our work and personal lives are intertwined – for better or worse. “KT” touches on why FORVIS places such a high importance on this concept and some of the resources available from the firm to help support it.

Consult With Purpose with Jerry Henderson

Industry knowledge and experience are important when we "Consult with Purpose to Deliver Value." But equally as important are the trusting relationships we build with clients and one another as Jerry Henderson, co-managing partner for our advisory practice, explains in our conversation this month.

Be Responsive with John Kmetz

It’s vital to “Be Responsive” when delivering an Unmatched Client Experience. John Kmetz, national leader for assurance, joins the podcast this month to explain why being responsive is about so much more than timely replies and meeting deadlines.