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The Professional Services Pursuit
Kantata
105 episodes
1 week ago
Our goal is simple: to give professional services leaders a place to go to be inspired and tap into expert advice, trends and best practices in our collective pursuit of excellence. From agencies to IT services and every PS organization in between, our hosts and guests will provide the insights you need to drive a resource first organization and do what you do best, only better.

Hosted on Acast. See acast.com/privacy for more information.

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All content for The Professional Services Pursuit is the property of Kantata and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Our goal is simple: to give professional services leaders a place to go to be inspired and tap into expert advice, trends and best practices in our collective pursuit of excellence. From agencies to IT services and every PS organization in between, our hosts and guests will provide the insights you need to drive a resource first organization and do what you do best, only better.

Hosted on Acast. See acast.com/privacy for more information.

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Business
Episodes (20/105)
The Professional Services Pursuit
Ep. 105 – From Blind Spots to Breakthroughs: The Power of Benchmarking w/ Charles Gustine & Connor Budden

Professional services leaders are constantly balancing growth, delivery, and profitability, but what if the biggest opportunities are hiding in plain sight?

In this episode, Charles Gustine, Director of Customer and Market Insights at Kantata, and Connor Budden, Global Director at Service Performance Insight (SPI), explore how benchmarking helps firms uncover hidden inefficiencies, strengthen leadership, and transform performance across every area of the business.

Recorded live at Kantata Converge, this conversation draws on decades of SPI’s benchmarking insights and unveils SPI Insight, a breakthrough integration that brings real-time benchmarking directly into the Kantata platform.


In this episode, you’ll learn:

  • Why benchmarking matters — and how top-performing services firms use data to turn blind spots into breakthroughs.
  • The five pillars of performance maturity — leadership, client relationships, talent, service execution, and operations.
  • Real-world stories of firms uncovering costly inefficiencies and driving measurable improvements.
  • How AI is reshaping benchmarking — delivering faster, smarter, and more contextual decision-making.
  • A first look at SPI Insight — the new embedded benchmarking capability within Kantata that turns data into real-time guidance.



Hosted on Acast. See acast.com/privacy for more information.

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1 week ago
30 minutes 55 seconds

The Professional Services Pursuit
Ep. 104 - How to Build Scalable Resource Models Without Burning Out Your Teams w/ Julie Grove

In this episode, Banoo sits down with Julie Grove, Senior Manager of Resource Management at Anthology, to unpack how to centralize resource management without losing flexibility or local autonomy. Julie shares her five-step blueprint for building trust, conducting maturity assessments, and designing scalable governance models that prevent burnout and keep teams aligned.


You’ll learn:

  • Why trust and relationships come first in any centralization effort
  • How to use the RMI Maturity Model to assess readiness for change
  • Ways to design governance that balances global consistency with local adaptability
  • How to protect engagement and efficiency at the same time


Plus, watch Julie demo how she uses Kantata daily to balance global structure with local empowerment — and deliver smarter, data-driven resource management. 


Hosted on Acast. See acast.com/privacy for more information.

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3 weeks ago
25 minutes 45 seconds

The Professional Services Pursuit
Ep. 103 - Strategies to Optimize Resource Forecasting, Skills Management, and Agility w/ Greg Hensley

Resource forecasting has never been trickier. With shifting client expectations, unpredictable markets, and outdated tools, even the most sophisticated services organizations struggle to see what’s coming next. In this episode, Brent sits down with Greg Hensley of the Resource Management Institute and RTM Consulting to unpack why traditional forecasting falls short, and how data, process, and AI can help you plan with confidence instead of instinct.


Tune in to learn:

  • Why resource forecasting is under the spotlight—and how internal process gaps fuel complexity
  • The “Just-in-Time Resourcing” model and key takeaways from RMI’s playbook
  • Creating data alignment between demand and supply through roles, skills, and interlock processes
  • How AI and technology turn clean data into predictive, proactive insights
  • Practical examples of using visibility and automation to boost agility and profitability



Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
23 minutes 51 seconds

The Professional Services Pursuit
Ep. 102 - Preparing for the Future of Professional Services w/ Fortuné Alexander and Bo DiMuccio

The professional services industry is evolving at record speed — is your firm ready to keep pace? In this special episode, we bring you the recording of an expert-led discussion with Bo DiMuccio, VP of Professional Services Research at TSIA, and Fortuné Alexander, VP of Product Marketing at Kantata. Together, they share forward-looking insights and practical guidance on what firms must do today to thrive in tomorrow’s market.


In this episode, you’ll learn how to:

  • Build a winning transformation strategy
  • Integrate AI into your operations
  • Adapt to emerging business models
  • Navigate an evolving technology landscape
  • Drive customer success in a new era


To learn more download a copy of the whitepaper they discussed, 3 Ways Inaction Is Holding Your Professional Services Business Back, that breaks down the real cost of standing still across three critical areas:


  • Reactive resourcing
  • Inconsistent service delivery
  • Inaccurate or untimely performance data



Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
47 minutes 20 seconds

The Professional Services Pursuit
Ep. 101 - Operational Discipline: What Separates Scaling from Stalling w/ Alex Klein and Ramone Param from Kennedy Intelligence (Part 5)

In this final installment of our Kennedy Intelligence Series, host Brent is joined once again by Alex Klein and Ramone Param to unpack the “unsexy” but mission-critical side of growth: your back office. From pricing and cash flow to governance and quality control, they reveal how operational discipline determines whether a services firm can scale past $30M, or stalls out. Drawing on decades of consulting, M&A, and scaling experience, Alex and Ramone share insider lessons on turning overlooked back office processes into engines of growth and valuation. Discover how discipline and structure, not just sales, create resilience and long-term success.


In this episode, you’ll hear about:

  • Why quality control is the foundation for consistency, culture, and client trust
  • The operational red flags that signal it’s time to professionalize your back office
  • When and why to bring in a CFO, COO, or board governance to sustain growth
  • Why cash conversion is a common Achilles heel for PS firms, and and how fixing it drives profitability and valuation
  • The danger of “we’ll fix operations later” thinking, and why discipline from day one pays off


Our listeners receive exclusive preferred rates on Kennedy's market research, strategic advisory, performance improvement benchmarking and M&A services that are tailored to leaders of professional services firms. Just reference Kantata and you will receive preferred pricing on any of their assets or services. Go to https://www.kennedyintel.com/ to learn more.




Hosted on Acast. See acast.com/privacy for more information.

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2 months ago
37 minutes 51 seconds

The Professional Services Pursuit
Ep. 100 - Milestone Moment Q&A with Brent and Banoo

To celebrate a major milestone — our 100th episode of the Professional Services Pursuit — we flipped the script. Guest host Dominique steps out from behind the scenes to put Brent and Banoo in the hot seats.

This time, instead of asking the questions, they’re answering them, sharing candid insights drawn from years of conversations with professional services leaders and customers. From the rise of AI to the realities of change management, it’s an unfiltered look at what’s working, what’s not, and what the future holds for firms navigating constant uncertainty.


In this milestone episode, you’ll hear about:


  • Real-world AI applications and how they’re reshaping business models
  • Change management strategies that actually stick
  • How to prioritize when teams have competing needs
  • Frameworks for aligning requirements back to core business objectives
  • The shift from traditional metrics to predictive, outcome-based measures
  • Why agility, adaptability, and a clear North Star are essential in today’s climate

Hosted on Acast. See acast.com/privacy for more information.

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2 months ago
39 minutes 26 seconds

The Professional Services Pursuit
Ep. 99 - The Talent Illusion of Hiring Stars vs Building Systems w/ Alex Klein and Tom Rodenhauser from Kennedy Intelligence (Part 4)

In the fourth installment of our series with Kennedy Intelligence, Brent is joined again by Alex Klein and Tom Rodenhauser to explore one of the most persistent myths in the professional services industry: the belief that hiring a few “star” performers will unlock growth. Together, they unpack why overreliance on rainmakers can be a dangerous blind spot, the cultural risks of high-profile hires, and the critical importance of building scalable systems and developing talent from within. 


Key topics covered in this episode:

  • How overreliance on rainmakers limits growth and adds risk
  • Using clear value propositions, processes, and coaching to scale beyond star talent
  • Why big-firm hires often fail without cultural alignment
  • Building principal-level talent to free partners for business development
  • Success stories of promoting leaders from within over external hires


Our listeners receive exclusive preferred rates on Kennedy's market research, strategic advisory, performance improvement benchmarking and M&A services that are tailored to leaders of professional services firms. Just reference Kantata and you will receive preferred pricing on any of their assets or services. Go to https://www.kennedyintel.com/ to learn more.




Hosted on Acast. See acast.com/privacy for more information.

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3 months ago
28 minutes 45 seconds

The Professional Services Pursuit
Ep. 98 - Why "Client Love" Isn’t Enough to Scale Your PS Firm w/ Alex Klein and Tom Rodenhauser from Kennedy Intelligence (Part 3)

In this third episode of our series with Kennedy Intelligence, host Brent reunites with Alex Klein and Tom Rodenhauser to break down why “Client Love” alone won’t scale your consulting firm past $30M. They share hard-won insights and practical strategies for shifting from founder-driven relationships to scalable, value-based client engagement.


Key topics covered include:

  • The limitations of client satisfaction as a growth metric
  • Why firms get stuck in the ‘friends and family’ trap
  • Frameworks for pushing back on unprofitable client demands
  • Tackling client concentration risk
  • How to measure what really matters


Our listeners receive exclusive preferred rates on Kennedy's market research, strategic advisory, performance improvement benchmarking and M&A services that are tailored to leaders of professional services firms. Just reference Kantata and you will receive preferred pricing on any of their assets or services. Go to www.kennedyintel.com to learn more.



Hosted on Acast. See acast.com/privacy for more information.

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3 months ago
30 minutes 1 second

The Professional Services Pursuit
Ep. 97 - Innovation Without Compromise: IT’s Role in Securing the AI Future w/ Taison Kearney

How are today’s IT leaders adapting to the breakneck pace of AI and cybersecurity evolution? In this episode of The Professional Services Pursuit, host Banoo welcomes Taison Kearney, Chief Information Security Officer and Data Protection Officer at Kantata. With over two decades of experience, Taison shares how IT teams are shifting from traditional support roles to become strategic drivers in AI governance and cybersecurity leadership.


This conversation offers a front-line view into the challenges and opportunities that come with AI adoption, from managing risk and “shadow AI” to building future-ready security teams and becoming a trusted advisor to clients.


Key Topics Covered:


  • The benefits and risks of enterprise AI adoption
  • How the CISO role is expanding in the era of AI
  • Building a proactive, secure, and AI-savvy IT culture
  • Earning client trust through strategic security partnership

The specific risks facing professional services firms, and how data centralization helps mitigate them


Hosted on Acast. See acast.com/privacy for more information.

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3 months ago
27 minutes 23 seconds

The Professional Services Pursuit
Ep. 96 - The 5-Step AI Readiness Framework for Agile Business Leaders w/ Andrew Cohen

In this episode Banoo welcomes back Andrew Cohen, EVP of Innovation & Ai at Netsurit, to explore how artificial intelligence, automation, and real-time data visibility are transforming the IT services and professional services industries. Building on their previous conversation from 2023, Andrew shares powerful insights into how the rapid evolution of AI is reshaping business agility, decision-making, and internal operations. 


Key Topics Covered:

  • The seismic shift from digital transformation to AI-driven innovation
  • How organizations are overcoming data silos to centralize insights and drive business performance through advanced AI prompting and analytics
  • AI in action for M&A and operational agility
  • Change management and AI adoption strategies
  • Andrew’s 5-point framework for assessing AI readiness

Hosted on Acast. See acast.com/privacy for more information.

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4 months ago
23 minutes 50 seconds

The Professional Services Pursuit
Ep. 95 - Turning Growth into Sustainable Profit: What Top Firms Do Differently w/ Alex Klein and Ramone Param from Kennedy Intelligence (Part 2)

In this episode, host Brent reunites with Kennedy Intelligence’s Ramone Param and Alex Klein for Part 2 of the “Breaking the $30 Million Ceiling” series. This installment dives deep into the nuances of profitability and growth, challenging the conventional wisdom of chasing top-line revenue at the expense of sustainable success.

Together, they explore how consulting and professional services firms can transition from founder-led sales to scalable growth engines. The conversation is packed with tactical advice, real-world insights, and candid reflections drawn from decades of experience in strategy, M&A, and high-growth consulting environments.



Key Topics Covered:

  • Why building a professional business development function is essential for long-term growth
  • The foundational components of effective BD and marketing strategies
  • How to go beyond a top line focus and drive better profitability over time
  • The risks of anchor clients, the importance of diversification, and how a mature BD function can provide strategic freedom and enhance M&A attractiveness
  • Practical ways to cultivate commercial acumen within delivery teams
  • Why recurring revenue streams can be a game changer for valuation, resilience, and exit readiness


Exclusive Offer: Our listeners get preferred rates on Kennedy's market research, strategic advisory, performance improvement benchmarking, and M&A services! Mention Kantata for special pricing. Learn more at kenneyintel.com


Hosted on Acast. See acast.com/privacy for more information.

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4 months ago
45 minutes 46 seconds

The Professional Services Pursuit
Ep. 94 - Mastering the Art and Science of Agency Leadership w/ Patricia Rothenberg

In this energizing episode Brent sits down with Patricia Rothenberg, Global COO and General Counsel of renowned creative agency 72andSunny. From iconic Super Bowl ads to pioneering value-based pricing and navigating AI disruption, Patricia brings a compelling mix of strategic insight, operational excellence, and unwavering creativity. Whether you're a fellow agency leader or operations guru, this episode is packed with thought-provoking takeaways:


  • How 72andSunny is reshaping the industry by blending human creativity with AI assistance—without sacrificing originality.
  • How value-based pricing has transformed their client relationships and internal culture.
  • How technology helps Patricia’s team make smarter, faster decisions with real-time data.
  • Insights into why operations done right can be the secret weapon behind world-class creativity.


Don’t miss Patricia’s parting advice on embracing change, navigating complexity, and leading with both data and intuition.




Hosted on Acast. See acast.com/privacy for more information.

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5 months ago
38 minutes 17 seconds

The Professional Services Pursuit
Ep. 93 - The 3 P's to Profit: Proposition, Positioning, and Pricing for Growth w/ Alex Klein and Tom Rodenhauser from Kennedy Intelligence (Part 1)

In this episode, we kick off a new series with Kennedy Intelligence, diving into the challenges and strategies for professional services firms aiming to break through the $30 million revenue ceiling. Throughout this series will be challenging some of the most persistent myths in the consulting growth journey, backed by real stories, real data, and some healthy debate.


In this first session Brent is joined by Kennedy Intelligence experts Alex Klein and Tom Rodenhauser to discuss the critical importance of a strong, focused, compelling value proposition, and practical steps firms can take to achieve scalable growth.  


Key Topics Covered:

  • Why a strong value proposition is essential (and what you're losing without it).
  • The need to understand the specific role you play for your clients to effectively differentiate
  • The interplay between a firm's proposition, positioning (differentiation), and pricing strategy 
  • The common challenges firms face as they try to scale beyond $30 million in revenue, including over-reliance on principal relationships 


Exclusive Offer: Our listeners get preferred rates on Kennedy's market research, strategic advisory, performance improvement benchmarking, and M&A services! Mention Kantata for special pricing. Learn more at kenneyintel.com



Hosted on Acast. See acast.com/privacy for more information.

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5 months ago
38 minutes 48 seconds

The Professional Services Pursuit
Ep. 92 - Operationalizing AI: Beyond the Buzz w/ David DeWolf

In this episode, Banoo sits down with David DeWolf, President and CEO of Knownwell, to talk about what it really takes to move from AI experimentation to AI-powered transformation. With 75% of firms now supporting GenAI (per the 2025 SPI Maturity Benchmark report), the question isn't if—it's how you adopt it in a way that drives real results.


David shares battle-tested insights and how Knownwell is helping service firms operationalize AI to strengthen relationships, prevent churn, and work smarter at every level. Here’s what you’ll learn:


  • Why every relationship-driven firm needs a rock-solid operating model before layering on AI.
  • How AI becomes your “Iron Man suit”—amplifying consultants with real-time sentiment and risk detection.
  • Why the future of insight is natural information, not rigid data models.
  • How businesses of the future will improve retention and growth over time.
  • The winning formula: empower individuals from the ground up while transforming your operating model from the top down.


Want more insights from David? Discover Knownwell and check out his podcast, AI knowhow.


Hosted on Acast. See acast.com/privacy for more information.

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6 months ago
32 minutes 42 seconds

The Professional Services Pursuit
Ep. 91 - From Evaluation to Execution — Cracking the Code on Tech Integration w/ Austin Grigg

When it comes to choosing and integrating new technology, the process can get messy—fast. In this episode, Banoo sits down with Austin Grigg, co-founder and CEO of Kalon Creative, to break down what it really takes to navigate a successful integration journey.

Austin shares hard-earned insights on what makes or breaks implementation, how to bring the right stakeholders along for the ride, and why a smooth buying journey starts well before evaluation.

Key topics discussed:

  • Why preparation before tech evaluation is critical
  • How to align stakeholders for smoother collaboration
  • The three main types of integration—and how to approach each one
  • Austin’s top implementation tips for long-term success
  • Common challenges to watch out for (and how to avoid them)


Additional resources:

- Austin's free checklist for evaluating and implementing software integrations: https://www.kaloncreative.com/psp



Hosted on Acast. See acast.com/privacy for more information.

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6 months ago
24 minutes 13 seconds

The Professional Services Pursuit
Ep. 90 – Unlocking Peak Performance: Rethinking Consulting Talent Development w/ Angela Navarro

In this episode of The Professional Services Pursuit, Brent is joined by Angela Navarro, CEO of Kinavic Leadership Acceleration, to explore how consulting firms can unlock the full potential of their partner and Managing Director (MD) talent. Angela shares her firm’s unique methodology and why performance acceleration—not just leadership development—is key to success at the partner level.


What you’ll learn:

  • Why partners and MDs are essential drivers of growth and revenue
  • Alarming failure rates of direct-admit partners—and how to prevent them
  • How shorter ramp-up times and lateral hiring are reshaping partner careers
  • Tactical ways to support and accelerate new partner performance using data-driven strategies


Learn more about Kinavic Leadership Acceleration and access more insights at kinavic.com/insights


Hosted on Acast. See acast.com/privacy for more information.

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7 months ago
29 minutes 48 seconds

The Professional Services Pursuit
Ep. 89 - Change Management Strategies: How to Drive Lasting Tech Adoption w/ Melissa Korzun

In this episode of The Professional Services Pursuit, Banoo welcomes Melissa Korzun, Vice President of CX Operations at Kantata. Together, they explore the critical role of change management in selecting, implementing, and optimizing new technology solutions. Melissa shares actionable insights on how to engage stakeholders early, drive adoption, and ensure long-term success beyond implementation. If you're navigating a technology transition, this episode is packed with practical strategies to help you manage change effectively.


Key topics covered:

  • Why change management is more than a buzzword and how it impacts technology adoption.
  • The best time to start change management. Hint: It’s earlier than you think!
  • Identifying key players and ensuring alignment for successful adoption.
  • Implementation vs. long-term adoption – why change management doesn’t stop at go-live.
  • How to enable and motivate teams to embrace new technology.



Hosted on Acast. See acast.com/privacy for more information.

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7 months ago
30 minutes 50 seconds

The Professional Services Pursuit
Ep. 88 - From Data to Decisions: Key Takeaways from the 2025 PS Maturity Benchmark Report w/ Charles Gustine

In this insightful episode of The Professional Services Pursuit, Brent sits down with Charles Gustine, Director of Customer and Market Insights at Kantata, to break down the key findings from the 2025 Service Performance Insight (SPI) Professional Services Maturity Benchmark Report. Together, they explore the emerging trends, challenges, and opportunities shaping the professional services industry—and, most importantly, how firms can use this data to gain a competitive edge. Whether you're looking to improve operational efficiency, get away from reactive resourcing, or better adopt AI, this episode is packed with strategic insights you won’t want to miss.


Key topics covered:

  • Breaking down the 2025 SPI Benchmark Report – why this industry barometer matters and what its latest findings reveal.
  • How economic shifts are reshaping professional services 
  • The evolving role of AI, both as a disruptive force and a tool for enhancing operational efficiency.
  • Why talent satisfaction, client engagement, and operational performance must work together for long-term success.
  • The power of PSA technology – how better forecasting and data-driven decision-making can give firms a strategic advantage.


Read the full SPI Professional Services Maturity Benchmark Report today.


Hosted on Acast. See acast.com/privacy for more information.

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8 months ago
38 minutes 54 seconds

The Professional Services Pursuit
Ep. 87 - The 2025 Benchmark Breakdown: What Sets High-Performing Firms Apart w/Dave Hofferberth

This episode features a special recording from a recent Kantata webinar with Dave Hofferberth, Managing Director at Service Performance Insights. Each year, the release of the SPI Professional Services Maturity Benchmark Report is a much-anticipated moment for the industry—and this year’s findings are a wake-up call.


Dave breaks down what truly sets high-performing firms apart and explores the key industry metrics and trends uncovered in this year’s research. He also shares his optimism for 2025 and why information visibility will be the foundation of future success.


Key Takeaways:

  • The five pillars of the benchmark: Leadership, Client Relationships, Talent, Service Execution, and Finance & Operations
  • Major trends and challenges professional services firms are facing
  • Strategies to overcome industry hurdles and drive continuous improvement
  • The impact of maturity levels and PSA adoption on success
  •  Critical KPIs influencing client and employee satisfaction


See how your firm stacks up—download the 2025 Professional Services Maturity Benchmark here.




Hosted on Acast. See acast.com/privacy for more information.

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8 months ago
38 minutes 38 seconds

The Professional Services Pursuit
Ep. 86 - Unlocking PMO Success in 2025: Advice from Industry Expert w/ Monique Ludwig

Join host Banoo on the Professional Services Pursuit as she welcomes Monique Ludwig, Director of Global Services PMO at Ciena. With 30 years of experience in technology and project management, Monique offers expert insights into optimizing professional services, operations and resource management. This episode dives into common challenges in the field and strategies for future-proofing talent in a rapidly evolving industry.


Key topics covered:


  • Common mistakes in service operations.
  • The importance of common expectations and collaboration.
  • Strategies for staying ahead in skill development and adapting to new technologies.
  • Monique’s top 3 tips for those running a PMO organization in 2025.
  • The importance of accurate forecasting and the challenges faced by organizations in managing resource demands and financial forecasts.
  • Insights on leveraging AI to enhance project management efficiency.


Tune in to gain valuable insights and practical advice for enhancing your professional services operations and resource management strategies.




Hosted on Acast. See acast.com/privacy for more information.

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9 months ago
33 minutes 18 seconds

The Professional Services Pursuit
Our goal is simple: to give professional services leaders a place to go to be inspired and tap into expert advice, trends and best practices in our collective pursuit of excellence. From agencies to IT services and every PS organization in between, our hosts and guests will provide the insights you need to drive a resource first organization and do what you do best, only better.

Hosted on Acast. See acast.com/privacy for more information.