CXO Outlook – February 2025 – Most Inspiring Business Women

GLOBAL EDITION

FEBRUARY 2025

INSIGHTS. IDEAS. INSPIRATIONS

FEATURING INSIDE Adriana Robles

MOST INSPIRING

Founder & CEO, HRIC Executive Search

BUSINESS WOMAN 2025

Partner, My Advisor

Arésé Pollard

Ashley Gatewood

Director of Financial Equity Sales at KBW

MOST INSPIRING

Alex Howieson

Change & Transformation Leader, Google

Barbara Rogoski

BUSINESS LEADER 2025

Interim Presentation Consultant Successful Speaker Now!

Zoltán Balázs Orbán

Carlonda (Londee) Davis

M O S T I N N OVAT I V E

Lynn Mucciano

CEO of Babylon Financial Group

FOOD SERVICE

MANAGEMENT COMPANY TO WAT C H I N 2 0 2 5

Peachtree Foods

SVP, Chief Administrative Officer/DE&I, Community First Bank of Indiana Vice President, Global Hotel Brands, Tambourine

Yael Kochman

CMO, buywith & Founder, Re:Tech

Waleed Al Saeedi DIRECTOR OF CAPITAL PROJECTS, CULTURE AND TOURISM DEPARTMENT, ABU DHABI

FOSTERING A CULTURE OF INNOVATION & SUSTAINABILITY IN THE SUPPLY CHAIN INDUSTRY

CXO OUTLOOK February 2025

February 2025

Vol - 6

Issue - 2

Managing Editor Sarath Shyam Creative Consultants Charlie Jameson Louis Bernard

Branding & Marketing Partnerships Jennifer Anderson Anna Elza Monica Davis Stephen Donnell Jessica Edword Susan Miller

Consultant Editors Dr. John Andrews Naomi Wilson Emma James Stanly Lui Andrew Scott Steve Hope Sabrina Samson Keith Alexander Editorial Enquiry admin@cxooutlook.com

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CXO Outlook www.cxooutlook.com is a global knowledge sharing digital platform published by Connecta Innovation Private Limited. All rights reserved. The opinions expressed in the content and pictures provided are those of the authors. They do not purport to reflect the opinions or views of Connecta Innovation Private Limited or any of its members and we do not assume any responsibility. The publisher does not assume any responsibility for the advertisements, its content, pictures, and all representation of warranties made in such advertisements are those of the advertisers and not of the publisher. CXO Outlook www.cxooutlook.com is a Free Subscription and Free-to-read digital platform strictly not for sale and has to be strictly for internal private use only. Publisher does not assume any responsibility arising out of anyone modifying content and pictures, printing a copy of this digital platform in any format and in any country and all matters related to that. CXO OUTLOOK February 2025

LETTER FROM THE EDITOR

The AI Revolution: Are You Ready?

decade ago, AI was a futuristic concept—something we associated with robots and sci-fi movies. Now, it’s here, transforming the way we work, think, and lead. Generative AI is no longer just a tool; it’s a force reshaping industries, decisionmaking, and the very role of leadership itself. For CXOs, AI is not just about automation—it’s about augmentation. It’s helping leaders predict market shifts, refine business strategies, and make data-driven decisions at unprecedented speeds. Whether it’s optimizing supply chains, personalizing customer experiences, or unlocking new revenue streams, AI is the copilot executives never knew they needed. But here’s the challenge: AI doesn’t replace leadership— it redefines it. The best CXOs

aren’t just adopting AI; they’re integrating it into their strategic vision. They ask the right questions, ensure ethical implementation, and leverage AI to enhance—not replace— human expertise. In this fast-evolving landscape, the ability to merge technology with thoughtful leadership is what will separate innovators from followers.

On the cover, we feature Waleed Al Saeedi, Director of Capital Projects at the Department of Culture and Tourism, Abu Dhabi. A distinguished leader in procurement and project management, Waleed has driven transformative change across major organizations and played a pivotal role in securing CIPS Platinum Certification for DCT in record time. His leadership continues to set new benchmarks in operational excellence and sustainability. As you explore this issue, think about where you stand in the AI revolution. Are you cautiously observing, or are you leading the charge? The future isn’t waiting. The CXOs who embrace AI with purpose, vision, and adaptability will shape the next era of business. Enjoy the read!

Sarath Shyam

CXO OUTLOOK February 2025

CONTENTS

COVER STORY

Waleed Al Saeedi DIRECTOR OF CAPITAL PROJECTS, CULTURE AND TOURISM DEPARTMENT, ABU DHABI

FOSTERING A CULTURE OF INNOVATION & SUSTAINABILITY IN THE SUPPLY CHAIN INDUSTRY

CXO OUTLOOK February 2025

MOST INSPIRING

BUSINESS WOMAN 2025

BUSINESS LEADER 2025

Arésé Pollard

Zoltán Balázs Orbán

Director of Financial Equity Sales at KBW

CEO of Babylon Financial Group

Blending Trust and Strategic Foresight to Shape the Future of Wealth Management and Investment

The Strategist Who Turns Bold Ideas into Financial Milestones

M O S T I N N OVAT I V E

FOOD SERVICE

MANAGEMENT COMPANY TO WAT C H I N 2 0 2 5

Peachtree Foods David Walsh President and CEO of Peachtree Foods

Redefining the Breakfast Experience by Blending Innovation, Sustainability, and Quality

CXO OUTLOOK February 2025

CONTENTS IN MY VIEW

Transforming Cultures, Empowering Workforces Ashley Gatewood, Change & Transformation Leader, Google

20 LEADER'S INSIGHTS

Connecting Talent with Purpose for a More Equal World Adriana Robles, Founder & CEO, HRIC Executive Search

34 Making Meaningful Contributions to the Banking Industry

40 CXO OUTLOOK February 2025

Carlonda (Londee) Davis, SVP, Chief Administrative Officer/DE&I, Community First Bank of Indiana

LEADER'S INSIGHTS Creating Meaningful Partnerships & Community Impact Lynn Mucciano, Vice President, Global Hotel Brands, Tambourine

54 Creating People-Centric HR Experiences Alex Howieson, Partner, My Advisor

68 9 Helping Executives Deliver Stories that Spark Meaningful Connections & Lasting Impact Barbara Rogoski, Interim Presentation Consultant, Successful Speaker Now!

72 Transforming Retail Through Innovation Yael Kochman, CMO, buywith & Founder, Re:Tech

78 CXO OUTLOOK February 2025

COVER STORY

Waleed Al Saeedi DIRECTOR OF CAPITAL PROJECTS, CULTURE AND TOURISM DEPARTMENT, ABU DHABI

FOSTERING A CULTURE OF INNOVATION & SUSTAINABILITY IN THE SUPPLY CHAIN INDUSTRY Waleed Al Saeedi is the Director of Capital Projects at DCT Abu Dhabi and a transformative leader in government procurement. With a career spanning DGE, ENEC, CIPS, ADNOC, and DCT, he has driven digital innovation, sustainable practices, and efficiency improvements. Under his leadership, DCT achieved CIPS Platinum Certification in record time, making it one of only 12 organizations globally. Waleed has received over a dozen award nominations, including CPO of the Year 2024 and being named one of the Top 10 Supply Chain Executives. He advocates for procurement as a key driver of organizational strategy. In an exclusive interview with CXO Outlook Magazine, Waleed shared his professional trajectory, insights on how digital transformation and emerging technologies will change the procurement landscape over the next decade, personal hobbies and interests, future plans, pearls of wisdom, and much more. The following excerpts are taken from the interview.

CXO OUTLOOK February 2025

Waleed, what fuels your relentless drive for innovation and excellence in supply chain management, and how has this passion shaped your career journey? My passion for innovation in supply chain management is driven by the continuous pursuit of optimizing processes, enhancing efficiency, and achieving strategic alignment with broader organizational goals. This drive stems from an intrinsic desire to transform traditional procurement functions into strategic, value-adding components within organizations. Early in my career at FERTIL and Emirates Nuclear Energy Corporation (ENEC), I realized the impact of strategic procurement on operational success, which fueled my commitment to innovation. Over the years, this passion has led me to pioneer digital procurement transformations and implement best-in-class practices across various government entities in Abu Dhabi. These efforts have not only streamlined procurement processes but have also set new benchmarks for operational excellence. In your view, how is the landscape of procurement set to transform in the next decade, and what pivotal role will digital transformation and emerging technologies play in this evolution? The procurement landscape is set to undergo a paradigm shift in the coming decade, heavily influenced by the rapid advancement of digital technologies. The traditional, transactional nature of procurement is being replaced by a more strategic and data-driven approach. One of the most significant changes we anticipate is the integration of Artificial

CXO OUTLOOK February 2025

Organizations that embrace digital transformation will see procurement evolve into a strategic partner that drives innovation and contributes to overall business growth

Intelligence (AI) and Machine Learning (ML) into procurement processes. These technologies will enable predictive analytics, allowing procurement professionals to forecast demand with greater accuracy, optimize inventory levels, and anticipate potential disruptions in the supply chain. Blockchain technology will play a pivotal role in enhancing transparency and security within procurement systems. By providing immutable records of transactions, blockchain will help in mitigating risks associated with fraud and ensuring compliance with regulatory standards. This will be particularly important in sectors where traceability and authenticity are critical, such as pharmaceuticals and food supply chains. Robotic Process Automation (RPA) is another technology poised to revolutionize procurement by automating routine tasks such as order processing and invoice management. This automation will free up procurement professionals to focus on strategic activities like supplier relationship management and value creation. Digital transformation is not just about adopting new technologies; it also involves a cultural shift towards agility and continuous improvement. Organizations that embrace digital transformation will see procurement evolve into a strategic partner that drives innovation and contributes to overall business growth. How do you ensure you remain at the forefront of industry trends and cuttingedge technologies, continually pushing the boundaries of what’s possible in supply chain management? Remaining at the forefront of industry trends requires a multi-faceted approach. Firstly, continuous learning is crucial. I make it a priority to attend industry conferences, webinars, and training

CXO OUTLOOK February 2025

sessions that focus on the latest developments in supply chain management. Engaging with thought leaders and participating in discussions on emerging trends helps me gain fresh insights and perspectives. Networking plays a vital role in staying updated. I actively participate in industry forums and professional associations, such as the Chartered Institute of Procurement & Supply (CIPS). These platforms provide valuable opportunities to exchange ideas with peers and experts, keeping me informed about best practices and innovations. Another key strategy is collaborating with technology providers and startups that are at the forefront of supply chain innovation. By engaging with these companies, I gain early access to new tools and solutions that can be integrated into our procurement processes.

CXO OUTLOOK February 2025

Internally, I foster a culture of innovation within my teams, encouraging them to experiment with new approaches and technologies. By creating an environment where creativity is valued, we continuously explore ways to enhance efficiency and effectiveness in our supply chain operations. Being recognized as one of the Top 10 Supply Chain Executives globally is a remarkable achievement. Could you share the key principles or strategies that have consistently driven your success in this competitive field? Achieving recognition as one of the Top 10 Supply Chain Executives globally is a testament to a set of core principles and strategies that have guided my career. One of the fundamental principles is strategic alignment. I ensure that procurement strategies are closely aligned

By creating an environment where creativity is valued, we continuously explore ways to enhance efficiency and effectiveness in our supply chain operations

with the broader organizational goals. This alignment ensures that procurement not only supports but also drives key business objectives, such as cost reduction, risk management, and sustainability. Another critical strategy is stakeholder engagement. I believe in building strong relationships with both internal stakeholders and external partners. Effective communication and collaboration with suppliers, customers, and cross-functional teams are essential to creating value and achieving mutual goals. Continuous improvement is another pillar of my success. I have always embraced the concept of kaizen, striving for incremental improvements in all aspects of supply chain management. This approach has led to significant efficiency gains and cost savings over time.

Furthermore, resilience and adaptability have been crucial in navigating the rapidly changing business environment. The ability to quickly respond to disruptions, such as those seen during the COVID-19 pandemic, has underscored the importance of agile and robust supply chains. Lastly, investing in people has been a cornerstone of my leadership. By nurturing talent, providing training, and creating opportunities for professional growth, I have built high-performing teams that are capable of executing complex procurement strategies effectively. Is there a mentor or influential figure in your life who has significantly impacted your professional growth, and how did their guidance shape your career path? Several mentors have influenced my journey, but one stands out—a senior leader at Ruwais

CXO OUTLOOK February 2025

Authentic leadership, to me, is about leading with integrity, empathy, and a genuine commitment to the well-being of others

CXO OUTLOOK February 2025

Fertilizer Industries who emphasized the importance of strategic thinking and innovation in procurement. This mentor’s guidance in navigating complex procurement challenges and their emphasis on continuous learning laid the foundation for my professional growth. They taught me the value of resilience, ethical practices, and the importance of aligning procurement objectives with organizational goals. This mentorship instilled in me a sense of purpose and the confidence to lead transformative initiatives, shaping my career path profoundly. To you, what does “authentic leadership” truly embody, and how do you integrate this philosophy into your daily leadership practices? Authentic leadership, to me, is about leading with integrity, empathy, and a genuine commitment to the well-being of others. It involves being transparent about one’s values and decisions, fostering an environment of trust and respect. In my daily practices, I integrate authentic leadership by leading by example. I demonstrate the behaviors and values I expect from my team members, such as accountability, collaboration, and ethical conduct. This approach helps in building credibility and trust within the team. I also place a strong emphasis on open communication. By maintaining an open-door policy, I encourage team members to share their ideas, concerns, and feedback. This not only fosters a culture of inclusivity but also helps in identifying and addressing issues promptly. Empathy is another critical aspect of authentic leadership. Understanding and considering the perspectives of others allows me to make decisions that are fair and considerate

of the team’s needs. This has been particularly important during times of change or uncertainty, where support and reassurance are crucial. Lastly, authentic leadership involves continuous self-reflection. I regularly assess my leadership style and seek feedback to identify areas for improvement. This commitment to personal growth ensures that I remain an effective and inspiring leader. Beyond your professional achievements, what are some personal passions or hobbies that bring balance to your life and inspire your work? Outside of my professional life, I am deeply passionate about community service and environmental conservation. These activities not only bring balance to my life but also inspire my work by reminding me of the broader impact of sustainable practices. I also enjoy mentoring young professionals, which keeps me connected to emerging talent and fresh perspectives in the industry. These hobbies and passions enhance my leadership approach, reinforcing the importance of social responsibility and continuous learning. Looking ahead, where do you envision your career and contributions to the supply chain industry in the next five years, and what goals are you most eager to accomplish? In the next five years, I envision my career evolving towards further influencing global procurement strategies, particularly in the areas of digital transformation and sustainable supply chains. I aim to contribute to the development of more resilient, transparent, and ethical procurement practices. One of my primary goals is to lead initiatives that

CXO OUTLOOK February 2025

integrate advanced technologies, such as AI and blockchain, to revolutionize procurement processes. Additionally, I am eager to mentor the next generation of supply chain leaders, fostering a culture of innovation and sustainability in the industry.

What actionable advice would you offer to organizations aiming to craft and execute impactful supply chain strategies in an era defined by rapid change and innovation? In today’s dynamic environment, organizations need to embrace a range of strategies to craft effective and resilient supply chains. One essential approach is leveraging advanced technologies such as artificial intelligence, blockchain, and the Internet of Things. These tools enable predictive analytics, enhance transparency, and provide realtime monitoring, which collectively streamline operations and improve decision-making. Another critical factor is enhancing supply chain visibility. By ensuring that all stakeholders

have access to real-time information, organizations can improve their responsiveness to market fluctuations and potential disruptions. This visibility is key to maintaining control and agility in the supply chain. Agility itself is a cornerstone of modern supply chain management. Organizations must design their supply chains to adapt swiftly to changing market conditions, which could involve diversifying their supplier base or adopting flexible contracting models that allow for rapid scaling. Risk management is also paramount. Organizations should develop comprehensive strategies to identify vulnerabilities within their supply chains and implement measures to mitigate these risks, such as creating redundancy for critical suppliers and enhancing cybersecurity. Finally, fostering a culture of continuous improvement ensures that the supply chain remains competitive. Regularly reviewing and refining processes, encouraging innovation, and staying abreast of industry trends are all vital practices.

Organizations must design their supply chains to adapt swiftly to changing market conditions, which could involve diversifying their supplier base or adopting flexible contracting models that allow for rapid scaling

CXO OUTLOOK February 2025

By adopting these strategies, organizations can build supply chains that are efficient, resilient, and adaptable to the challenges and opportunities that lie ahead. How do you foster a culture of continuous learning and innovation within your teams to ensure sustained growth and adaptability in the everevolving supply chain landscape? Fostering a culture of continuous learning and innovation requires creating an environment that values curiosity, experimentation, and

collaboration. I encourage my teams to participate in professional development programs, industry conferences, and crossfunctional projects that broaden their expertise. Regular knowledge-sharing sessions and brainstorming workshops help to spark new ideas and solutions. By recognizing and rewarding innovative efforts, I motivate my teams to push boundaries and take calculated risks. This approach not only keeps the team engaged but also ensures that we remain adaptable and prepared to navigate the dynamic supply chain landscape.

CXO OUTLOOK February 2025

IN MY VIEW

Transforming Cultures, Empowering Workforces Ashley Gatewood, Change & Transformation Leader, Google

Hi Ashley. What sparked your interest in change management and transformation? While at Georgetown, I majored in both Marketing and Operations and Information Management. Through learning about both topics, I found a love for the intersection of human behavior and technology. I was able to apply this to my work as a consultant at Booz Allen Hamilton and Deloitte Consulting and began specializing in

methodologies to help people adopt technology applications and systems. What do you love the most about your current role? I’ve spent a lot of time in my career focused on the infrastructure and technology required to make business transformation successful. In my current role, I love that I get to now focus on the people-related aspects of change,

Ashley Gatewood is a seasoned organizational change management (OCM) expert with over 13 years of experience navigating companies through complex transformations. Recognized for her ability to bridge the gap between strategy and execution, she has a proven track record of success in driving user adoption for ERP implementations, enhancing organizational effectiveness, fostering positive company cultures, and advising executives on how to lead change. Ashley brings this expertise to her current role as Head of Global Change & Transformation Strategy at Google. Recently, in an exclusive interview with CXO Outlook Magazine, Ashley shared her professional trajectory, insights on diversity and inclusion, the secret mantra behind her success, her favorite quote, future plans, pearls of wisdom, and much more. The following excerpts are taken from the interview.

CXO OUTLOOK February 2025

I am very passionate about partnering with senior leaders to drive strategies that keep people top-ofmind throughout transformation initiatives

CXO OUTLOOK February 2025

not just the processes and systems. With AI driving rapid disruption across most industries, it is increasingly important to help people understand and navigate these transitions. I am very passionate about partnering with senior leaders to drive strategies that keep people topof-mind throughout transformation initiatives. What emerging trends or innovations will shape the future of change management? Recently, I’ve seen momentum on how to bring user experience (UX) and user-centered design (UCD) to the forefront of change management and product development. UCD pushes project teams to better understand and prioritize the needs, desires, and pain points of stakeholders as they experience processes and systems. By leveraging UCD to create a solution that meets users' needs, change management can drive a smoother transition and adoption of that solution. Through the combination of these two disciplines, organizations can increase the likelihood of successful implementation and

To drive growth and transformation, leaders need to have vision beyond what is currently possible; they must imagine an inspiring future and articulate it in clear, resonant ways

CXO OUTLOOK February 2025

achieving desired outcomes. I am really excited to see more developments in the future. What impact do you believe increased diversity and inclusion would have on innovation, creativity, and progress in your industry? Diversity is a strategic advantage for any business. Diverse teams bring a wider range of perspectives, experiences, and problem-solving approaches. This will lead to more creative solutions, better products, and a greater ability to meet the needs of a diverse user base. When people from different backgrounds collaborate, they challenge each other's assumptions, identify blind spots, and push the boundaries of what's possible. However, it is not enough to have a diverse workforce. I believe that organizations need to be striving towards Belonging. When people feel accepted, valued, and included as a member of a team or organization, they feel safe and that is when they bring their best ideas forward. Belonging fuels innovation, drives creativity, and accelerates progress, leading to better outcomes for everyone. You were recently recognized as one of the Top 50 Women Leaders of Raleigh for 2024. Our readers would love to know the secret mantra behind your success. Perseverance is the primary driver of my success. I set ambitious goals for myself, and I am deeply committed to achieving them, even when I’m faced with setbacks. I am no stranger to failure. However, I’ve learned that I’m resilient and can move forward in the midst of adversity. For example, Lebron James broke Kobe Bryant’s record for most missed shots in

the NBA. That’s one way to look at it. On the other hand, Lebron has also scored more points than anyone else in the history of the NBA. The lesson here is that your failures don’t define you or limit the heights your career can reach. I don’t let fear of failure stop me. I learn from the wins and the losses and move forward with the knowledge to make me better. What leadership qualities and skills do you believe are essential for driving growth and transformation? To drive growth and transformation, leaders need to have vision beyond what is currently possible; they must imagine an inspiring future and articulate it in clear, resonant ways. Their strategic thinking should span the ability to assess the current state, identify opportunities, and develop strategies that their teams can feasibly operationalize. Lastly, the most effective transformation leaders empower their talent to take ownership of implementing transformation initiatives. They trust their teams but remain involved by actively coaching and removing roadblocks to success. How do you keep your mind healthy and stay resilient? And how do you motivate your team? Self-awareness is the key to mental health and resilience. I’ve learned that understanding who I am and what I need is critical. Fortunately, I came of age as a leader during the popularity of Susan Cain’s “Quiet” which ushered in an era of accepting introverted leaders. I realized that it was possible to succeed as an introvert; this allowed me to embrace a leadership style and workplace boundaries that were not previously accepted.

CXO OUTLOOK February 2025

Take time to learn the foundational methodologies but focus on gaining hands-on experience with planning and implementing change management initiatives

I also pay close attention to how my attention and energy shifts during different parts of the day, then optimize as much as possible for my natural rhythms of work cycles. For example, I do my best writing and strategy work in the morning when my mind is fresh. I try not to schedule meetings before 10am in order to give myself the space to think. I dedicate my afternoons to team meetings and collaboration sessions instead. And after leading or experiencing large, impactful changes, I take time off from work to recharge and reset mentally. The most important ways that I motivate my team are by listening to what they need and building genuine connections with them. I create space to understand who they are and flex my leadership style to meet them where they need support. We discuss their passions, career goals, and development areas; we monitor progress and adjust plans throughout the year. We also collaborate to optimize their schedules to when and how they produce work most effectively, just like I do for myself. We are in this together; I extend to them the same respect and leadership that I would want to receive. What is your favorite quote? I don’t necessarily have a favorite quote, but I do have a favorite motivational speech. In the movie, Any Given Sunday, Al Pacino’s character (Coach Tony D’amato) delivers a speech to his

CXO OUTLOOK February 2025

football players about how “life is a game of inches… and the inches we need are everywhere around us” in order to motivate them to overcome the challenges that they were facing on the field. What always resonated with me was his passion and sense of urgency to take action in order to achieve your goals. Where do you see yourself in the next 5 years? AI is not going anywhere, and businesses are figuring out how to evolve with this technology. So, I believe I will still be partnering with senior leaders to understand how they can more effectively plan and execute transformation initiatives. I also hope that I can continue to contribute towards the advancement of thought leadership and education about change management across industries. What advice would you give aspiring change leaders? Take time to learn the foundational methodologies but focus on gaining hands-on experience with planning and implementing change management initiatives. The most effective change leaders do not force change management frameworks on organizations. Instead, they understand the underlying principles then adapt their change strategies to the organizational culture to drive meaningful business outcomes.

CXO OUTLOOK February 2025

MOST INSPIRING

BUSINESS WOMAN 2025

Arésé Pollard DIRECTOR OF FINANCIAL EQUITY SALES AT KBW

THE STRATEGIST WHO TURNS BOLD IDEAS INTO FINANCIAL MILESTONES 26

résé Pollard, Director of Financial Equity Sales at KBW, has built an impressive career in financialfocused investment banking. With 16 years of experience, she has mastered the art of nurturing client relationships, fostering corporate and investor partnerships, and steering high-growth companies through successful IPOs. Known for her resilience and collaborative spirit, Arésé consistently brings insight and dedication to every endeavour. Her journey into finance feels almost inevitable, shaped by her academic pursuits and family influence. “I earned my undergraduate and postgraduate degrees from Imperial College

CXO OUTLOOK February 2025

in London. My MSc in Management Science deepened my interest in finance, but if I’m honest, it probably started much earlier,” Arésé reflects. Growing up in Berkshire, with her father working as a quant in investment banking and hedge funds, finance was woven into the fabric of her upbringing. “I think I was inspired to pursue a career in the industry by both my father and the environment at a science-based university in the heart of London,” she shares. Arésé’s career began at Barclays on their graduate scheme, where she joined the Strategy team. Over the years, she has taken on a variety of roles within finance, but one constant has remained: her focus on the client. “The client

ARÉSÉ POLLARD,

DIRECTOR OF FINANCIAL EQUITY SALES AT KBW

CXO OUTLOOK February 2025

Over her 16 years in financial services, Arésé has built a robust portfolio of analytical and interpersonal expertise

CXO OUTLOOK February 2025

has always been at the centre of everything I do,” she emphasizes. Her broad experience, spanning analytical, technical, and client-facing roles, has equipped her with the tools to excel in any team setting. For Arésé, teamwork is key. “The highestfunctioning teams I’ve been a part of included a diverse set of skills and backgrounds. This alone can foster a nurturing and creative culture,” she notes. It’s this philosophy that has defined her leadership style and driven her success in the industry. Milestones That Shaped the Journey Every new role in Arésé’s career has marked a significant milestone, each one sharpening her skills and expanding her perspective. Over her 16 years in financial services, Arésé has built a robust portfolio of analytical and interpersonal expertise. One pivotal moment was her transition from the Strategy team to Investor Relations at Barclays. “This positioned me well to develop my career in client-facing roles within both investment banking and a private equity fund,” Arésé shares. Her time at a private equity fund, where she successfully raised significant assets, became the foundation of her confidence and her enduring career. Arésé’s journey began at Barclays, where she joined the firm’s graduate leadership scheme and worked alongside a diverse, multicultural team. Transitioning from investor relations to equity sales presented challenges, but Arésé embraced them with determination. “It was a steep learning curve initially, but I saw it as a welcome challenge,” she recalls. Her experience in investor relations, working for Barclays, seamlessly translated to her role

in equity sales, where she now specializes in analysing financials of companies like Barclays. Overcoming challenges has been a recurring theme in Arésé’s career. “I overcame them the way I always do—by putting in the work and building the right relationships internally,” she notes. She credits her success to a relentless commitment to learning, spending hours reading and analysing to master the intricacies of each new role. Leading with Empathy and Integrity Arésé believes that true leadership begins with empathy and leading by example. “People don’t listen to what you say as much as they follow what you do and remember how you made them feel,” she explains. By inspiring others, she strives to bring out the best in them— creating a win-win scenario for individuals and the organization. She sets high standards and appeals to her team’s ambition. “If you’ve hired juniors with A-player potential, you can have confidence they’ll deliver,” Arésé shares. Drawing from stoic philosophy, she embraces a mindset of being strict with herself but tolerant with others. “It’s a liberating and rewarding approach, both professionally and personally,” she adds. For Arésé, values like openness, determination, and positivity are nonnegotiable. She emphasizes the importance of building a supportive community within teams, fostering an environment where work becomes an enjoyable and enriching experience. Humility and transparency are at the core of her client relationships. “Clients appreciate honesty. If you’re ever dishonest, you risk destroying both the personal relationship and the value of the franchise you represent,”

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Arésé asserts. Her approach is rooted in mutual learning and serving the client’s needs, a strategy she believes is essential for building long-term trust and partnerships.

Establishing a Strong Foundation for Success Early in her career, Arésé delivered significant profit growth in commercial and consumer card strategies, a role she took on as a young graduate in her early twenties. “It was a time of long hours and building a broad set of analytical skills,” she reflects. Mentored by a diligent leader she describes as “something of a legend,” Arésé learned invaluable lessons that shaped her professional ethos. “The greatest career challenges often come at the start when the learning curve is steepest,” she notes. Arésé believes that a professional’s mindset, determination, and work ethic in those early years set the tone for their future success. She is a strong advocate of a growth mindset, encouraging young professionals to set ambitious goals. “I genuinely believe we’re all capable of more than we realize,” Arésé says. In a competitive industry, she emphasizes the importance of resilience and learning from mistakes as key traits that set individuals apart.

Building Bridges and Breaking Barriers Arésé’s journey is a testament to the power of collaboration. She emphasizes that her milestones would have been unattainable without the support of a strong, united team. One of her proudest achievements was leading the fundraise for PensionBee, a high-growth fintech company. As the sales deal captain, she witnessed the entire team at KBW and its parent company, Stifel, come together with a shared passion and commitment to delivering excellence for both the company and their institutional clients. She is particularly optimistic about the potential revival of the IPO market, especially in London. "Part of what we do as an investment bank is work with management teams that want to raise money through listing their companies on a public market," Arésé shares. However, her enthusiasm is tempered by concerns about the declining prominence of the London Stock Exchange. While lobbying remains an important tool, she firmly believes in focusing on what can be controlled—delivering exceptional service to clients. For Arésé, this philosophy of control and excellence is central to her work. "We can only deliver the things that we can control," she says,

In her role at KBW, Arésé balances the intricate dynamics of managing relationships with companies and investors

CXO OUTLOOK February 2025

reflecting her pragmatic yet hopeful approach to the challenges in her industry. Redefining Leadership in Investment Banking In her role at KBW, Arésé balances the intricate dynamics of managing relationships with companies and investors. Success in this arena, she believes, hinges on understanding the needs

of both sides and aligning their interests. Her ability to do this effectively not only fosters trust but also directly impacts the revenue she generates for the firm. One of the challenges Arésé faces is the persistent underrepresentation of women in senior roles within the financial industry. Despite this, she sees her position as an opportunity to pave the way for others. "There is a shortage of

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women in the industry, particularly in more senior roles. I think that makes my presence and delivery all the more vital," she remarks. She is heartened by the progress KBW has made in recruiting more women, and she hopes her own journey serves as an inspiration for others. Arésé’s long-term goal is clear: to continue delivering outstanding results for both corporate and institutional clients. "My clients seem happiest when I understand them and help them make money over the long term," she says, summarizing her clientcentric approach. Words of Wisdom for Aspiring Leaders As someone who has navigated the demanding world of finance, Arésé has a simple yet profound message for aspiring women leaders: “Put in the work, learn from your failures, and prioritize your sleep.” Reflecting on her early career, she admits that much of her twenties were spent overworked and chronically exhausted. While she gained invaluable experience, she is confident that greater attention to rest would have made her even more productive. Arésé encourages young professionals to push themselves to their fullest potential. "If you consistently work to the full extent of your ability, then you will deliver on your potential and probably surpass your expectations," she advises. Her insights are a reminder that resilience, growth, and self-care are the cornerstones of sustained success in any career. In a field where determination and perseverance are essential, Arésé Pollard exemplifies how grit, teamwork, and a commitment to excellence can open doors and inspire the next generation of leaders.

CXO OUTLOOK February 2025

LEADER’S INSIGHTS

Connecting Talent with Purpose for a More Equal World Adriana Robles, Founder & CEO, HRIC Executive Search

Hi Adriana. Please share your background and areas of expertise. I was born and raised in Guadalajara, México, and I’m a proud Canadian citizen. My bi-cultural experience and over 20 years of international expertise in recruitment have allowed me to drive global strategies for nonprofits and the private sector. I’ve led cross-border searches and managed international teams across diverse geographies, guided by curiosity, perseverance, and a profound sense of social responsibility.

I believe that when a team reflects the world around us, everyone wins. This principle is at the heart of HRIC Executive Search, a boutique firm that bridges North and South by connecting talent with purpose for a more equal world. I’ve partnered with global nonprofits, development banks, and private organizations to build leadership teams that create impactful, inclusive change. I consider myself a professional coach and advisor in topics of HR, I am particularly

Diversity and inclusion are no longer optional—they are imperatives for organizational success

CXO OUTLOOK February 2025

Adriana Robles is the Founder and CEO of HRIC Executive Search. Born and raised in México and proudly Canadian, she launched her firm in Vancouver in 2009, inspired by equality and talent, to support organizations looking for leaders who make a real difference. Guided by her Latin American roots, Canadian exposure, and global experience, she is committed to bridging North and South with purpose. As a Latina-Canadian founder, her cross-cultural heritage strengthens HRIC’s ability to navigate both North and South American markets, offering tailored solutions that meet the unique needs of each region. With over 20 years of experience, Adriana has partnered with leading global nonprofits, development banks, and private sector organizations—including CAF, Children International, and MEDA—building leadership teams that drive impact across Latin America, the Caribbean, Canada, the USA, and Europe. Her mission is clear: Connecting talent with purpose for a more equal world. Adriana’s focus on fairness, inclusivity, and representation ensures that every search reflects HRIC’s commitment to building stronger, more diverse leadership. Adriana is a strong advocate for the value of feminine leadership, understanding that qualities like empathy, resilience, and adaptability are key drivers of success in today’s complex environments. By bringing these strengths to the forefront, she helps build leadership teams that are effective, innovative, and capable of creating inclusive cultures where everyone can thrive. Recently, in an exclusive interview with CXO Outlook Magazine, Adriana shared her professional trajectory, the inspiration behind establishing HRIC Executive Search, insights on diversity and inclusion, the secret mantra behind her success, her favorite quote, future plans, pearls of wisdom, and much more. The following excerpts are taken from the interview.

CXO OUTLOOK February 2025

passionate about recruitment, executive search and career coaching. I believe that talent has no gender identity and am committed to an unbiased process, using assessment techniques designed to evaluate candidates based on qualifications, competencies, and potential for success. By implementing robust frameworks to eliminate unconscious biases, we ensure fair evaluations that highlight the true potential of each candidate.

What was the inspiration behind establishing HRIC Executive Search? What is its mission and vision? HRIC Executive Search was born from a deeply personal journey. After becoming a mother, I couldn’t imagine being away from my little ones while navigating life as an immigrant without family support in Canada. This crucial moment inspired me to create something that allowed me to pursue my passion for recruitment while staying true to my values and priorities. In 2009, HRIC Executive Search came to life—a boutique firm inspired by equality and talent, driven by the belief that leadership should reflect the diversity of the communities it serves. I often think in the Ocean, and the

whole diversity within those ecosystems, so we must go back to what is simple and embrace diversity. Witnessing the lack of representation in leadership roles, I envisioned a firm where every search would be guided by fairness and a commitment to transformative leadership. Our mission is simple: Connecting talent with purpose for a more equitable and sustainable world. We envision a future where leadership not only reflects the communities it serves but also empowers individuals to thrive. HRIC is dedicated to breaking down barriers and fostering an environment where visionary leaders can partner with organizations committed to creating meaningful change. What are your thoughts on diversity and inclusion in your field? How important is it to have authentic conversations with leaders, professionals, and changemakers to create more acceptance across the globe? Diversity and inclusion are no longer optional— they are imperatives for organizational success. In my field, ensuring diverse leadership requires challenging biases, fostering representation, advocating for feminist leadership, and building

Live fully, dream boldly, and know that the magic lies in the process, not just the destination

CXO OUTLOOK February 2025

environments where every voice is valued and appreciated. Authentic conversations are the cornerstone of this process. They create spaces for vulnerability, build trust, and open doors to innovative solutions that drive global acceptance and meaningful change. These conversations are where transformation begins. You were recently recognized as one of the Top 50 Women Leaders for 2024. Our readers would love to know the secret mantra behind your success. Dare to dream. “There is nothing greater than becoming the person you’ve always dreamed of being—it’s an act of self-love.” Say no to fear and yes to the uncertainty that helps us grow. Staying in a mode of “figuring things out” fosters resilience and transformation. As Neruda beautifully put it, we are here to live a life well-lived. So, dare to dream, and embrace the journey with all its challenges and beauty. Success is not a straight line—it’s a collection of moments where courage meets opportunity. Each step forward, even the uncertain ones, shapes the person you’re meant to become. Live fully, dream boldly, and know that the magic lies in the process, not just the destination. Is there a particular person you are grateful for who helped get you to where you are? I’m deeply grateful to my Dad and brothers, who have always supported me and shaped my approach to leadership in profound ways. They’ve shown me the importance of connecting authentically with people, trusting my instincts, acting with integrity, and keeping things simple.

My Dad was an extraordinary human being—a creative and humble leader who dedicated his life to making a difference in the lives of others. From him, I learned that true leadership is rooted in service and empathy. In my work, recruitment is about so much more than placing candidates; it’s about transforming lives and impacting families. Every time I meet a candidate, I approach the conversation with an open heart, eager to understand their journey, motivations, and unique story. It’s these genuine connections that drive meaningful work and create opportunities that resonate far beyond the workplace. What is your favorite quote? "The future belongs to those who believe in the beauty of their dreams." – Eleanor Roosevelt This quote resonates deeply with me. Dreams have an incredible power—they not only shape our future but also inspire us to break boundaries and create lasting change. When these dreams are nurtured in women, the impact is transformative. I truly believe that investing in women—their education, their careers, and their aspirations—is more than a smart decision; it’s an investment in a brighter, more equitable, and sustainable world. What does the term "authentic leadership" mean to you? Authentic leadership is about leading with integrity, empathy, and transparency. It’s recognizing the strength in vulnerability, earning trust, and backing up your values with consistent decisions and actions. Its having those difficult conversations with respect and being open to be vulnerable. For me, it’s about creating inclusive cultures where everyone feels

CXO OUTLOOK February 2025

My dream is to help organizations thrive by embracing equality— not as a checkbox but as a true competitive advantage—and redefining leadership as their most powerful asset

seen, heard, and valued—leading by example and fostering a sense of belonging. What are some of your passions outside of work? What do you like to do in your time off? I love baking, cooking, and spending time in nature—activities that not only help me recharge but also inspire creativity and mindfulness. Hosting friends and family is one of my greatest joys, as it allows me to create meaningful connections and share moments of warmth and laughter. I’m also pursuing a Master’s in Mindfulness, which aligns with my belief in self-awareness as a cornerstone of effective leadership. Above all, spending time with my children is my greatest source of happiness. Watching them grow and witnessing the amazing individuals they are becoming fills my heart with pride. My family is my anchor, my center and my constant source of strength, and the heart of everything I do. What is your biggest goal? Where do you see yourself in 5 years from now? My biggest goal is to continue building on the impactful work we do at HRIC—work that reflects a commitment to equality, purpose, and transforming how organizations approach

leadership. HRIC has been more than just a professional endeavour; it’s a realization of my belief that leadership must be inclusive, thoughtful, and aligned with the values of those it serves. In five years, I see HRIC becoming a globally recognized partner in executive search setting the standard for how diverse voices can redefine organizational excellence. Personally, I aim to expand my role as a mentor, guiding more women leaders to embrace their power and lead with authenticity. With our bicultural expertise and tailored methodologies, HRIC will continue breaking barriers and creating opportunities across sectors and regions. My dream is to help organizations thrive by embracing equality— not as a checkbox but as a true competitive advantage—and redefining leadership as their most powerful asset. What advice do you have for professionals who are just starting out? Stay curious, trust your gut, embrace lifelong learning, keep a student spirit and build meaningful connections. Seek mentors who challenge and inspire you, and always lead with authenticity. Your uniqueness is your greatest strength—lean into it as you navigate your career.

CXO OUTLOOK February 2025

LEADER’S INSIGHTS

Making Meaningful Contributions to the Banking Industry Carlonda (Londee) Davis, SVP, Chief Administrative Officer/DE&I, Community First Bank of Indiana

Hi Carlonda. Please share your background and areas of expertise. I am a devoted wife, mother of two college athletes, and a grandmother. I would consider myself an accomplished Human Resources professional with a Bachelor’s degree in Human Resources Management from Indiana University-Indianapolis. I have been blessed to utilize my coaching abilities and apply it to my career. I am involved in key community initiatives, including leading the rebranding of Carver Community Center.

My areas of expertise include HR management, diversity and inclusion, community outreach, banking, and leadership development. I also serve as a mentor for many young and thriving leaders across multiple industries. What do you love the most about your current role? It is hard to answer this question in this one setting. I love my role for many reasons! It allows me to combine my passion for people, leadership, coaching, and community impact.

The ability to lead and support others, while also making a tangible difference, brings fulfillment and purpose to my work

CXO OUTLOOK February 2025

Carlonda (Londee) Davis began her banking career with Community First Bank of Indiana in 2018 and, after serving in a Senior HR role with the Brooklyn Nets, New York Liberty, and Long Island Nets, returned to the bank in 2023 as Chief Administrative Officer. She holds her Certified Community Banking Risk Specialist (CCBRS) certification and is a graduate of the Graduate School of Banking- Colorado. In addition to her professional responsibilities, Londee is an active community leader. She serves on the Executive Committee for the Board of Directors for One Zone Chamber, serves as Program Chair for the Carver Community Center Board of Directors, and holds a position on the board with Bridges Outreach Program. Recently, in an exclusive interview with CXO Outlook Magazine, Carlonda shared her professional trajectory, insights on diversity and inclusion, the secret mantra behind her success, her favorite quote, future plans, pearls of wisdom, and much more. The following excerpts are taken from the interview.

CXO OUTLOOK February 2025

I enjoy leading by example, showing I care for those I work with and work for by creating an environment where people feel supported and valued, which encourages trust and collaboration

As Chief Administrative Officer, I have had the opportunity to shape the organization’s culture, foster diversity and inclusion, and make meaningful contributions to the banking industry. This role allows me the flexibility to learn new areas of banking including risk management. It enables me to develop outreach and, align business strategies with community outreach, and drive positive change both within the bank and the community. The ability to lead and support others, while also making a tangible difference, brings fulfillment and purpose to my work. What role does technology play in enhancing administrative processes and improving customer experience? Technology plays a transformative role in enhancing administrative processes and improving customer experience. Technology streamlines operational processes, increasing efficiency, and fostering better communication.

CXO OUTLOOK February 2025

It can automate routine tasks, freeing up time for strategic work and reducing the risk of human error. On the customer experience side, banking is about relationships, and it is difficult to replace technology with people from that aspect. The enhancement of technology allows teams to work effectively and efficiently so our customers have access to real-time information with the ability to significantly boost customer satisfaction and loyalty. Technology ultimately enhances both internal operations and the overall experience for customers. What are your thoughts on diversity and inclusion in your field? How important is it to have authentic conversations with leaders, professionals, and changemakers to create more acceptance across the globe? I firmly believe that organizations who can figure out diversity and inclusion will be successful. You remember that saying, “It

takes a village to raise a child” It also takes a village of diverse thoughts, ideas, creativity, and imagination to remain successful. The best way to obtain this atmosphere is to continue to invite this type of culture into the workplace. You need to allow diverse ideas to be heard and place them in the right seat. I would call this providing psychological safety for employees. Remaining authentic around this conversation is really the missing ingredient. Often diversity and inclusion become checkmarks, much like a to do list. When you have authentic conversations with leaders, professionals, and changemakers, that is where you get organizations walking the walk. They do not have to showcase their efforts in this area, the people, the communities, and the success will speak for itself. It is during those conversations where you share stories and life experiences that gets those leaders on your side of the table to see perspective through a different lens. I read a post on social media, and I thought it described this topic perfectly. I am a shoe person, so it resonated with me well. It stated that diversity represented everyone getting a pair of shoes. Equity represented a person getting a pair of shoes that fit them. Inclusion and belonging represented a person getting to where whatever shoes they liked. You were recently recognized as one of the Top 50 Women Leaders of Indiana for 2024. Our readers would love to know the secret mantra behind your success. I feel extremely honored to receive that award. This may sound cliché, but authenticity is the only secret. I am very authentic when it comes to my deep commitment to both people and purpose. My approach to leadership starts

with empathy, ensuring that individuals feel valued and empowered while also focusing on strategic growth and community impact. I have a keen ability to balance results-driven goals with a people-first mindset that allows me to build strong, inclusive teams and foster lasting relationships. Leaders must continue to grow personally and professionally. Continuous learning is important to me, and I have dedicated myself to learn more Is there a particular person you are grateful for who helped get you to where you are? I would not be here today without the personal support of my husband, D’Andre, and I’m extremely and truly grateful for him. He has always been the rock behind my career. I believe there are people you need in life when it comes to your professional journey, a mentor is one of them. I’m grateful to have a mentor that has been instrumental in shaping my career. Robb Blume, the CEO of Community First Bank of Indiana, not only taught me the intricacies of banking, but he believed in my leadership capabilities. His encouragement and mentorship pushed me to keep learning, growing, and embracing new challenges. I am thankful for his unwavering support and guidance. What is your favorite quote? “People don’t care how much you know until they know how much you care” Theodore Roosevelt What does the term "authentic leadership" mean to you? Authentic leadership for me means leading in a way that is true to my values, principles,

CXO OUTLOOK February 2025

and experiences. It involves being genuine, transparent, and consistent in my actions and decisions, which helps build trust and strong relationships with those I lead. Given my role and community leadership, authenticity also involves demonstrating empathy, integrity, and deep commitment to supporting others’ growth, ensuring that my leadership style reflects who I am both personally and professionally. I enjoy leading by example, showing I care for those I work with and work for by creating an environment where people feel supported and valued, which encourages trust and collaboration.

What are some of your passions outside of work? What do you like to do in your time off? I love sports, traveling with my entire family, and being a grandmother to my two-year-old granddaughter, Malia. My husband and I met in college and we both played basketball. Now, our oldest son, Dre Davis, plays basketball for Ole Miss and our youngest son, Tae Davis, plays basketball for Notre Dame. So, we travel to support them at their games. My parents supported me while I played so they have engrained that into our family culture. We have traveled all but a couple of states in the U.S. and we travel internationally to see different parts of the world. It was important for us to allow our kids and now granddaughter to see the world outside of our country so they can appreciate what they have. We have a large extended family; my parents usually always travel with us and my mother-in-law and siblings will join from time to time. There have been some memorable trips for sure.

CXO OUTLOOK February 2025

What is your biggest goal? Where do you see yourself in 5 years from now? I would say my biggest goal would be deepening my leadership impact, both within CFB and the broader community. I plan to spend a lot of my time learning more about the industry. In five years, I would like to see myself continuing to expand my influence as a strategic leader in banking, driving forward initiatives and innovation. I will aim to take on more prominent roles within the community, while continuing to mentor future leaders. What advice do you have for professionals who are just starting out? I would tell them to find a mentor who can guide them, share their experiences, and provide insights into navigating their career path. Learning from those who have been in your position can be invaluable. Always be open to learning, whether through formal education, professional development opportunities, or simply staying curious about their industry. Networking is key. Cultivate relationships with colleagues, industry peers, and community leaders. These connections can lead to new opportunities and provide support throughout their career. I would tell them to be authentic and stay true to their values and leadership styles. Authenticity builds trust and fosters relationships in the workplace. It is imperative to stay resilient. The journey may come with challenges and setbacks. Embrace these experiences as opportunities for growth and stay resilient in the face of adversity. The last piece of advice I would share is suggesting they get involved in their communities. Choose organizations that they can resonate with, it helps them grow personally and strengthen their professional network.

CXO OUTLOOK February 2025

MOST INSPIRING

BUSINESS LEADER 2025

Zoltán Balázs Orbán CEO OF BABYLON FINANCIAL GROUP

BLENDING TRUST AND STRATEGIC FORESIGHT TO SHAPE THE FUTURE OF WEALTH MANAGEMENT AND INVESTMENT

oltán Balázs Orbán, CEO of Babylon Financial Group, has spent nearly three decades shaping the financial services industry. Born in Budapest in 1972, he originally trained as a photographer but later found his true calling in economics. In 2010, he earned his degree from Milton Friedman University, specializing in banking and the stock exchange. His career took off in the insurance sector, where he built a reputation for excellence before establishing himself as an independent expert and broker in 2020. His achievements speak for themselves. Since 2003, he has been a distinguished member of MDRT (Million Dollar Round Table), an

CXO OUTLOOK February 2025

elite global organization for top insurance professionals. "I have always believed in delivering the highest standards of service," says Orbán. His commitment has placed him among the top 2.5% of MDRT members every year since 2012, earning him lifelong membership. His expertise has also earned him platinum recognition from LIMRA, a leading organization in the insurance and financial services sector, awarded four times in the past decade. With nearly a hundred industry awards to his name, he is recognized as one of Europe’s top ten pension planners. Under his leadership, Babylon Financial Group has achieved remarkable milestones. It is

ZOLTÁN BALÁZS ORBÁN, CEO OF BABYLON FINANCIAL GROUP

CXO OUTLOOK February 2025

48 one of the few companies in its sector to attain ISO certification and, in 2024, received the AAA Highest Creditworthiness rating from Dun & Bradstreet. The company’s expansion across Hungary, Slovenia, the Czech Republic, and Austria reflects Orbán’s vision for continuous growth and innovation. Building Beyond One: A Vision for Growth Over 13 years ago, Orbán and his team realized they wanted to build something bigger—more than just a one-man show. From day one, the mission was clear: hard work and innovation would be the foundation of success. "Our goal has always been to help small and mediumsized enterprises (SMEs) achieve their financial objectives while setting ourselves apart in the market," Orbán explains.

CXO OUTLOOK February 2025

Babylon Financial Group offers a range of highyield investments in euros, working closely with international partners to bring secure, profitable opportunities to its clients

Today, Babylon Financial Group offers a range of high-yield investments in euros, working closely with international partners to bring secure, profitable opportunities to its clients. The firm specializes in risk management strategies, private international health insurance, capital-guaranteed investments, and workforce retention packages—all tailored for businesses of varying sizes. But their work goes beyond financial products. Education is at the heart of their approach. The company provides private consultations with experienced financial experts and investment specialists, ensuring clients understand the opportunities available to them. By offering direct access to global financial markets, Babylon Financial Group empowers businesses to grow alongside its own expansion. "A strong team and continuous learning are essential to delivering long-term value," Orbán emphasizes. Smarter Strategies for Stronger Businesses Financial security is more than just numbers— it’s about protecting businesses and employees with smart, innovative solutions. Under Orbán’s leadership, Babylon Financial Group has built a reputation for offering tailored risk management methods, private international health insurance, and workforce retention packages. These solutions, primarily designed for SMEs and larger enterprises, help decision-makers create a stable, satisfied workforce while strengthening financial resilience. One of the company’s standout innovations is its sales retention system, built on long-term client relationships. Instead of focusing on onetime transactions, Babylon Financial Group prioritizes deep, ongoing connections with

CXO OUTLOOK February 2025

its clients. "Understanding our clients’ unique needs and offering personalized support is what keeps them coming back," Orbán explains. This customer-centric approach has positioned the firm as a trusted partner in financial planning and investment. Beyond domestic success, the company’s international expansion strategy is redefining portfolio management. By leveraging global investment opportunities and adapting to market

CXO OUTLOOK February 2025

trends, Babylon Financial Group ensures clients benefit from diverse, well-structured portfolios designed for long-term security and growth. "We don’t just manage investments—we create pathways for businesses to thrive in a globalized economy," Orbán adds. Their commitment to excellence has not gone unnoticed. At the Hungarian Sales Summit 2024, Zoltán Balázs Orbán was recognized as Financial Salesperson of the Year, while

Babylon Financial Group earned the title of Employee Benefits Company of the Year in Europe. These achievements highlight the firm’s dedication to innovation, client success, and industry leadership.

At the Hungarian Sales Summit 2024, Zoltán Balázs Orbán was recognized as Financial Salesperson of the Year, while Babylon Financial Group earned the title of Employee Benefits Company of the Year in Europe

Cultivating Talent for Long-Term Success One of the biggest challenges in today’s business world is retaining high-potential employees. With a labor market that is constantly shifting, securing the right people for the right positions requires more than just competitive salaries—it demands meaningful career opportunities. Babylon Financial Group has tackled this challenge head-on by creating structured career paths that attract top talent and, more importantly, keep them engaged. By fostering an environment where employees can grow, advance, and contribute, the company ensures higher job satisfaction, stronger performance, and increased productivity. "Our approach is about more than just hiring the best—it’s about keeping them motivated and fulfilled in the long run," says Orbán. At the heart of his leadership philosophy are three key pillars: innovation, social responsibility, and vision. He believes in empowering his team to think creatively, fostering an environment where new ideas can flourish. Social responsibility is another driving force, ensuring that the company's initiatives benefit not only its business but also the broader community and environment. "Having a clear vision helps guide the team toward meaningful goals, providing both direction and motivation," he adds. This commitment to people extends beyond leadership principles—it’s deeply ingrained in

CXO OUTLOOK February 2025

corporate culture. Babylon Financial Group is family-friendly yet professional, cultivating a workplace where employees feel valued, supported, and inspired. The company understands that motivation thrives in the right setting, which is why it has designed its office spaces to be both functional and aesthetically engaging. Offering challenging, fulfilling roles while maintaining a healthy work-life balance, Babylon Financial Group creates an atmosphere where employees feel motivated, engaged, and eager to contribute to the company’s shared success. Expanding Horizons with a Visionary Growth Plan The financial industry is a dynamic and everevolving space, rich with opportunity. Babylon Financial Group has positioned itself as a key player in private healthcare, trust management, syndicate contracts, unique investment models, and asset management. Staying ahead of the competition requires constant market monitoring

CXO OUTLOOK February 2025

and research, ensuring that the firm is always at the forefront of innovation. With a long-term vision in place, the company operates on a comprehensive 25-year business plan that lays the foundation for sustainable growth and expansion. Each of its subsidiaries and branches is actively evolving, aligning with both market demands and emerging opportunities. A significant focus is on European expansion, tapping into new markets to strengthen its international presence. "By expanding into more European countries, we can enhance our market position and capitalize on fresh opportunities," says Orbán. This strategic approach not only fuels growth but also reinforces Babylon Financial Group’s reputation as a company that is constantly evolving, innovating, and leading the way in financial services. With a clear vision and a structured roadmap, the company is set to continue breaking new ground—ensuring that its clients, employees, and stakeholders all benefit from a future built on innovation, stability, and strategic foresight.

CXO OUTLOOK February 2025

LEADER’S INSIGHTS

Creating Meaningful Partnerships & Community Impact Lynn Mucciano, Vice President, Global Hotel Brands, Tambourine

Hi Lynn. Can you walk us through your background and what you're most passionate about in your work? I’m fourth generation female in my family in the hospitality industry. I come from a long line of professionally successful women in hospitality that I am very proud of. In my career, I have taken a less than traditional path. I’ve been fortunate to work predominantly for serial entrepreneurs and have held leadership roles across various companies such as Prism Hotels and Resorts, Vision Hospitality Group, The

Procaccianti Group, Turnberry Associates and Goldman Properties, and now Tambourine. My expertise spans business development, sales strategy, and commercial innovation, particularly within hotel and mixed-use property management sectors. Having had the ability to work cross functionally and creatively, I am most passionate about driving profitability, improving operational efficiency, and fostering strong partnerships to create exceptional guest experiences across global brands and boutique properties.

Having had the ability to work cross functionally and creatively, I am most passionate about driving profitability, improving operational efficiency, and fostering strong partnerships to create exceptional guest experiences across global brands and boutique properties

CXO OUTLOOK February 2025

Lynn Mucciano is an accomplished leader in the hospitality industry, currently serving as Vice President of Sales, Global Hotel Brands at Tambourine. With over

two decades of executive experience, she has spearheaded sales, marketing, and business development for renowned organizations, such as Turnberry Associates, The Procaccianti Group (TPG), Marshall Hotels & Resorts, Vision Hospitality Group, and Prism Hotels & Resorts. Mucciano is known for driving innovation and improving bottom-line profitability. Mucciano’s work has spanned boutique hotels, global brands, and large-scale property management, making her a key figure in advancing hospitality excellence worldwide. She has successfully managed multi-million-dollar operations, helping reposition brands and streamline operations for optimal performance. She excels in fostering team collaboration, executing comprehensive digital marketing strategies, and enhancing guest experiences across luxury hotel portfolios. Throughout her career, Mucciano has consistently delivered results through a combination of visionary leadership, consultative selling, and deep market insights. Her passion for hospitality extends beyond operational success, focusing on creating meaningful partnerships and community impact. Recently, in an exclusive interview with CXO Outlook Magazine, Lynn shared her professional trajectory, insights on diversity and inclusion, the secret sauce behind her success, future plans, pearls of wisdom, and much more. The following excerpts are taken from the interview.

CXO OUTLOOK February 2025

Diversity and inclusion are crucial for fostering creativity, innovation, and a more equitable world

What aspects of your current role bring you the most joy and fulfillment? I have a passion for driving innovation within the hospitality industry. This includes collaborating with global brands and bespoke collections to deliver high-impact commercial strategies, using advanced technology to boost performance, and see tangible improvements in client profitability and market positioning. Additionally, working with diverse teams across the globe, fostering partnerships, brings me great satisfaction.

What emerging trends or innovations excite you for the future of hospitality? There are a few emerging trends that excite me, Personalization through AI and Data Analytics – Using technology to tailor guest experiences and predict preferences. Sustainability – Integrating eco-friendly practices into hotel operations, reducing environmental impact. Hyperlocal Experiences – Creating deeper connections with local culture and unique, immersive offerings at properties.

CXO OUTLOOK February 2025 2025

How do you stay ahead of industry trends and incorporate innovative ideas into your operations? Tambourine is a commercial strategy incubator for the hospitality industry. We always have innovation at the forefront of our organization. For me, some of the things I try to lean into include Continuous Learning: Attending industry conferences, reading hospitality reports, and networking with thought leaders to stay informed about trends. Data-Driven Insights: Leveraging data analytics to monitor market shifts and guest preferences. Partnerships: Collaborating with our clients to identify pain points that evolve into integrated cutting-edge solutions. Team Innovation: Encouraging crossfunctional teams to bring forward new ideas and regularly brainstorming to implement forwardthinking solutions across operations. These strategies help us to be constantly evolving. What are your thoughts on diversity and inclusion? How important is it to have authentic conversations with leaders, professionals, and changemakers to create more acceptance across the globe? Diversity and inclusion are crucial for fostering creativity, innovation, and a more equitable world. Engaging in authentic conversations with leaders and changemakers across our industry helps build bridges, create awareness, and

drives acceptance globally. In the hospitality industry, this can lead to better guest experiences, a more inclusive workforce, and alignment with global shifts toward equity. I’m fortunate that our Tambourine culture thrives on building diverse teams, encourages innovative solutions, enabling us to cater to varied customer needs, while acceptance and respect for different cultures, perspectives, and backgrounds pave the way for more impactful collaborations. You were recently recognized as one of the Top 50 Women Leaders in Hospitality for 2024. Our readers would love to know the secret sauce behind your success. Building strong relationships, is probably first and foremost, followed by results, and demonstrating the ability to blend deep expertise with vision, towards transforming operations, fostering innovation, and improving bottom-line performance. I also find that having a consultative approach and commitment to team collaboration has been beneficial. In your academic or work career, were there any mentors who have helped you grow along the way? Two very impactful mentors have influenced my life and career. First was the late Tony Goldman, an entrepreneurial real estate developer, who was instrumental in the urban renewal of the architecturally significant South Beach, Florida. There are too many “Tony-isms” to mention that I rely on! I spent a decade working to revitalize and establish a hospitality and mixed-use

CXO OUTLOOK February 2025

As women in leadership, we often face expectations around nurturing roles, but excelling in leadership involves combining that strength in relationship-building with decisiveness and confidence

presence that remains world class today. He had a profound impact on my work ethic, my growth personally and professionally, and my world view. The other is Philip Goldfarb, now COO of Fontainebleau Development who mentored me for the better part of a decade at Turnberry Associates, and remains a mentor today, as well as a friend. He would say, “The cash register is in the field!” I have never forgotten that and remind myself of this truism regularly. What’s the best piece of advice you have ever received? The advice to stay flexible and resilient, embrace new ideas, and always push for excellence- the best idea wins. What’s a leadership lesson that you’ve learnt that’s unique to being a female leader? The importance of balancing empathy with assertiveness. As women in leadership, we often face expectations around nurturing roles, but excelling in leadership involves combining that strength in relationship-building with decisiveness and confidence. Leading authentically, while understanding and leveraging emotional intelligence, can be a powerful tool in creating high-performing teams.

CXO OUTLOOK February 2025

What is your biggest stress reliever? It’s either a complete quiet time in solitude or rocking out at a concert with friends. There is NO in between! Where do you see yourself in 5 years from now? In five years, I envision myself continuing to drive innovation within the hospitality industry, particularly in the realm of global and bespoke hotel brands. I also see myself mentoring emerging leaders in hospitality, sharing insights and strategies to help them navigate the complexities of the industry. What advice would you give to anyone starting out on their career in your industry? If I could give one piece of advice to someone just starting out in the hospitality industry, it would be to prioritize building strong relationships— with guests, colleagues, and industry partners. Hospitality is all about creating exceptional experiences, and success in the industry often hinges on your ability to connect with people, listen to their needs, and go the extra mile to make them feel valued. A genuine focus on people, combined with a deep understanding of service, will set you apart and open doors for growth in this dynamic industry.

CXO OUTLOOK February 2025

M O S T I N N OVAT I V E

FOOD SERVICE

MANAGEMENT COMPANY TO WAT C H I N 2 0 2 5

Peachtree Foods

REDEFINING THE BREAKFAST EXPERIENCE BY BLENDING INNOVATION, SUSTAINABILITY, AND QUALITY

eachtree Foods is on a mission to transform breakfast into an unforgettable dining experience for the global hospitality industry. By crafting innovative solutions that elevate its partners’ brands and delight their guests, the company is redefining what breakfast can be. “We constantly challenge the idea of the common breakfast,” says David Walsh, President and CEO of Peachtree Foods. “Innovation is at the heart of everything we do—creating new experiences and delivering beyond expectations.” The company’s approach is as bold as its vision. Peachtree Foods identifies untapped

CXO OUTLOOK February 2025

opportunities and develops fresh, creative products that push the boundaries of traditional breakfast fare. Sustainability plays a crucial role in this transformation, ensuring every innovation is as responsible as it is exciting. At its core, Peachtree Foods is guided by three key values: integrity, innovation, and elevation. These principles shape a company culture that embraces risk-taking, learns from mistakes, and relentlessly pursues improvement. Walsh credits the company’s smaller size for its agility in adapting to changing market demands. “Being nimble allows us to innovate quickly and stay ahead,” he explains.

DAVID WALSH, PRESIDENT AND CEO OF PEACHTREE FOODS

CXO OUTLOOK February 2025

By continuously launching cutting-edge breakfast buffet solutions, Peachtree Foods is carving out a unique space in the industry. The company remains focused on its ultimate goal: to reimagine breakfast with creativity and care while staying true to its core values. Revolutionizing Breakfast Through Relentless Innovation Peachtree Foods thrives on challenging the status quo in the hospitality and foodservice

CXO OUTLOOK February 2025

industries. While others shy away from change, Peachtree Foods embraces it, pushing boundaries to deliver solutions that prioritize end-users and their evolving needs. “Innovation is at our core,” says Walsh. “Just look at how we revolutionized the pancake space with the automated pancake machine—POPCAKE®. It provided an efficient, interactive, and touchless pancake-making experience during the height of the COVID-19 pandemic. That’s agility and innovation in action.”

Collaborating closely with supply partners, Peachtree Foods uses a tollgate system to maintain speed, control costs, and ensure product durability in the demanding foodservice environment

The company’s drive to innovate doesn’t stop there. Peachtree Foods consistently examines stagnant aspects of the industry, asking bold questions: How can the guest experience be improved? How can operators boost efficiency and productivity? And how can environmentally unfriendly practices be replaced with sustainable solutions? For Peachtree Foods, the answers lie in questioning, transforming, and evolving. End-User Insights Fueling Innovation Peachtree Foods’ approach to innovation starts with the end-user. In-field research drives their product development, offering invaluable insights into unmet needs and desires. These insights inspire solutions tailored to solve realworld problems. “Human insight guides us at every stage,” Walsh explains, highlighting the company’s commitment to staying user-focused. Every new idea goes through rigorous testing. Prototypes are beta-tested in realworld settings, ensuring they meet the needs of end-users while aligning with operational demands. Collaborating closely with supply partners, Peachtree Foods uses a tollgate system to maintain speed, control costs, and

CXO OUTLOOK February 2025

ensure product durability in the demanding foodservice environment. Consistency is a hallmark of Peachtree Foods’ offerings. The company delivers the same high-quality products and memorable guest experiences to customers globally. “We work alongside leading food and beverage professionals to understand their challenges,” Walsh shares. By co-creating solutions, Peachtree Foods ensures breakfast remains fresh and exciting while embracing change as an opportunity to innovate rather than a challenge to overcome. Prioritizing the End-User Experience At Peachtree Foods, the end-user is always the focus. While customers play a vital role in bringing products to market, Peachtree Foods delves deeper—examining how users interact with their offerings. “How do these interactions enhance the dining experience? What can we do to ensure each touchpoint is memorable?” These questions drive the company’s mission to deliver meaningful, quality experiences.

CXO OUTLOOK February 2025

Customers trust Peachtree Foods as a guide to improving breakfast offerings. By prioritizing innovation, Peachtree Foods introduces ideas that elevate the guest experience and build lasting value. This trust stems from a company culture that champions creativity, risk-taking, and learning from mistakes. “I’ve made more mistakes than anyone in the room,” Walsh admits. “But those mistakes have been my greatest teachers. It’s not about the failure—it’s about how you adapt, take corrective action, and move forward.” This culture of support empowers Peachtree Foods’ team to take calculated risks and innovate freely. By fostering an environment that values learning over perfection, Peachtree Foods ensures its people have the freedom to create solutions that redefine the breakfast experience. The Pursuit of Excellence Peachtree Foods has built a reputation on its unwavering commitment to quality and regulatory compliance. By partnering exclusively with top-tier equipment manufacturers, the company ensures every product delivered reflects its high standards. This commitment

extends to collaborations with industry-leading mix blenders, fillers, and co-packers to bring their consumable products to market. From regular onsite visits and product testing to supplier audits and quality control checks, Peachtree Foods leaves no stone unturned in maintaining exceptional quality. "Every product we deliver not only meets but exceeds our quality goals," emphasizes Walsh.

Quality isn’t just a promise at Peachtree Foods—it’s a shared responsibility. Every employee, from entry-level team members to top executives, upholds this dedication to excellence daily. The company’s proactive customer service and sales teams play an integral role in fostering strong relationships, ensuring seamless communication, and addressing issues promptly to keep operations running smoothly.

From regular onsite visits and product testing to supplier audits and quality control checks, Peachtree Foods leaves no stone unturned in maintaining exceptional quality 65

CXO OUTLOOK February 2025

Walsh credits these close partnerships as the lifeblood of Peachtree Foods’ success. "Building and maintaining strong customer relationships is really our driving force," he explains. These relationships are built on shared values, as Peachtree Foods carefully aligns itself with well-managed hotel and foodservice operators who share its ethos. This collaborative approach guarantees the consistent delivery of quality products, meaningful innovations, and elevated guest experiences. Ultimately, Peachtree Foods believes that working with the best leads to the best outcomes. Their meticulous attention to partnerships ensures long-term success, not just for the company but for the customers and guests they serve globally. Shaping the Future of Breakfast Peachtree Foods has ambitious goals for the future: to revolutionize the breakfast experience for travelers around the world. The introduction of their flagship innovation, POPCAKE®, set a new benchmark in the hospitality industry, but the company shows no signs of slowing down. Looking ahead to 2025, Peachtree Foods is preparing to unveil its next wave of transformative innovations designed to create memorable breakfast experiences for guests and unmatched value for customers.

CXO OUTLOOK February 2025

Recognizing the growing demand for sustainability, Peachtree Foods is prioritizing eco-conscious practices and products in its pipeline. "Our ASHWOODS® palm-oil-free hazelnut spread is a great example of this," Walsh shares, noting the widespread acceptance and demand for this environmentally friendly product. Sustainability remains a core focus, with upcoming innovations designed to further their green strategies well into the future. Every initiative at Peachtree Foods is guided by a clear purpose: to improve the guest experience while supporting hospitality and foodservice operators. Whether developing products or identifying solutions to common challenges, the company’s mission and values remain people-centered. "When we identify pain-point constraints in the guest breakfast experience, we begin working on new product solutions to address these challenges," Walsh explains. Peachtree Foods thrives on pushing boundaries and setting new industry standards, all while keeping the enduser at the heart of its efforts. As the company looks toward the future, it is clear that innovation, sustainability, and a dedication to excellence will remain at the forefront. With its sights set on redefining the breakfast buffet experience, Peachtree Foods is poised to continue transforming the hospitality industry for years to come.

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CXO OUTLOOK istockphoto.com/DanielBendjy February 2025

LEADER’S INSIGHTS

Creating People-Centric HR Experiences Alex Howieson, Partner, My Advisor

Hi Alex. Please tell us about your background and areas of interest. I have a mixed operational leadership and HR leadership background incorporating Health & Safety. I have been living in New Zealand for 10 years and have worked all over Australia however was born and raised in Sydney. I have supported businesses globally and have worked in contract roles globally as well in the country. I am particularly passionate about the user experience of HR and making sure the processes that make

up a business promote a people centric leadership culture that enables people to do their best work with great high performing teams What do you love the most about your current role? I have recently moved into a business consultancy partnering with a few other like-minded partners in business strategy, advisory, AI and brand. People being the centre of this, we bring thought leadership coupled with practical solutions

Including everyone in the work context builds smarter and innovative workplaces which then reflects a feeling of belonging and contributing to society

CXO OUTLOOK February 2025

Alex’s corporate career spans a variety of industries including aviation, logistics, and healthcare in an executive capacity inclusive of reporting to various Boards in Australia and globally. Since moving to New Zealand, Alex has performed senior corporate leadership roles at Air New Zealand, Fletcher Building, Fonterra, Kiwibank and Sky TV. She serves as Chair of the Board of NZ WaterPolo, and Debtfix foundation expanding her experience in governance leadership in NZ. Alex’s leadership incorporates a strong pragmatic high level Human Resources, Communications and Health & Safety expertise which allows her to translate what would be known as best practice to provide bespoke solutions tailored to meet business needs. Her strong operational leadership background strengthens her overall commerciality. Alex is a member of She Mentors, a global voluntary mentorship program to women in business as a mentor and teaches HR leadership disciplines through global think tank “Hacking HR” based out of Washington USA. In addition, Alex is a global coach through "Connected Success" based out of LA, a program start up by Keith Ferrazzi - global best-selling author of “Competing in the New World of Work” and “Never Lead Alone”. Alex is a member of AMINZ as a qualified Mediator, HRNZ, AHRI, SHRM and the NZ IOD. She is a qualified LEGO Serious Play consultant, Agile Scrum Master, Lean Six Sigma Black Belt and a graduate of the Te Kaa Cultural Competency Program. This year Alex was accepted into the Global Womens network dedicated to furthering women in NZ. Alex is a self-confessed “soccer mom” and all-round sport fanatic spending her spare time coaching her son Archie's soccer team, managing his ice hockey team and building LEGO. As a little family of two they enjoy exploring NZ, hiking and bike riding and finding their way around this great country taking LEGO with them wherever they go! Recently, in an exclusive interview with CXO Outlook Magazine, Alex shared her professional trajectory, insights on the three major trends in HR to watch out for, the best piece of advice she has ever received, her secret to striking a work-life balance, future plans, pearls of wisdom, and much more. The following excerpts are taken from the interview.

CXO OUTLOOK February 2025

Sitting down and setting manageable boundaries that you know you won’t break yourself is the key!

focused on meeting businesses on their journey and walking alongside them to leverage their success. I love this work, and I love seeing people see and exceed their potential. What are the three major trends do you foresee in your industry in the next 12 months? I think the 3 major trends in HR are differentiated leadership, AI and teamship – building growing and enhancing self-accountable teams What are your thoughts on diversity and inclusion? How important is it to have authentic conversations with leaders, professionals, and changemakers to create more acceptance across the globe? Diversity and inclusion – must never forget equity. I think the easiest way to think about these concepts is to ensure everything we do includes everyone with the end game of equal access in mind. What we know is by excluding people in society for whatever reason, leaves much of the thought leadership unknown. By focusing on one particular group of individuals without taking the time and energy to make sure there is diversity, and inclusion means you will not get the best or most innovative answers. Not addressing equity means the same problem will present itself over and over leaving any initiatives of diversity and inclusion unsustainable. Including everyone is the work context builds smarter and innovative workplaces which then reflects a feeling of belonging and contributing to society. These interlinks are well known and it is really important employers understand their role in this cycle.

CXO OUTLOOK February 2025 2025

In your academic or work career, were there any mentors who have helped you grow along the way? What’s the best piece of advice you have ever received? I have had the absolute privilege in being mentored by some truly amazing men and women over the years and I ensure I pay that forward whenever I can. The best piece of advice I had from my first true manager Dennis “be good to people, it makes it harder for them not to be good back”. In context Dennis was an ex-Union official, ex tradesperson from the north of England so had worked in some of the most challenging environments you could think of. He was an expert union negotiator and generally a beautiful person. He was a really good person, people knew that, so he earned a load of credibility and trust in his business relationships because of it. What’s a leadership lesson that you’ve learnt that’s unique to being a female leader? Being a female leader in largely male environments most of my career has taught me to find the commonality. Instead of being “different” I focused on being the same. I was the same as them, I am a person as well. I think normalising women being in leadership positions is a point we need to work on globally and highlighting equal treatment. We should equally ask men how they manage the juggle for example as a parent as much as we do women What is your biggest stress reliever? Exercise and quiet time to think are my 2 go to stress relievers. I don’t not get a whole lot of time to myself so being able to combine those 2 things

I think resets my brain if I am feeling stuck or if I need to push myself into a new way of thinking What is your secret to striking a worklife balance? Boundary setting is crucial to work life balance. Sitting down and setting manageable boundaries that you know you won’t break yourself is the key! Being explicit to others about how you balance your best work and when you are setting boundaries is also really important to lead by example, so your team does the same things for themselves Where do you see yourself in 5 years from now? I have a 7-year-old son so personally I see myself navigating his pre-teens with him. That’s quite scary to think about on its own! I am really confident I will be doing work I absolutely love and that is super interesting – probably deep in AI, and working with people who I have invested my team in over the years seeing them in senior roles also doing work that they know fulfils them One piece of advice you would like to give to aspiring professionals from your industry. I think I would say to HR professionals keep learning. Be ahead of your business in professional and self-development and put your hand up to be at the table for every business innovation as it comes forward. Being involved on the ground floor even if it is over and above your day job will certainly forge you a path that will gain you professional success in the long run – as a business leader who happens to be extremely skilled in HR.

CXO OUTLOOK February 2025

LEADER’S INSIGHTS

Helping Executives Deliver Stories that Spark Meaningful Connections & Lasting Impact Barbara Rogoski, Interim Presentation Consultant, Successful Speaker Now!

Hi Barbara. Please tell us about your background and areas of expertise. A chance of a lifetime - After 8 months in my first job out of college, my boss at my medical publishing company in Washington, DC, came up to me and said, “Barbara, how would you like to move to Europe to open a sales office for us? I need a person on the ground to manage our large EMEA distributor network.” I jumped at the chance and moved to Amsterdam. I only had a phone and a desk and had to build the whole local

network, on my own. Two Rolex watches for top sales person of the year later, and after glamourous travel around the world, the company was sold. I went on to become a Global Account Manager for pharma for a very competitive and sometimes ruthless company and suffered a severe burnout with small children at home. When I recovered, I decided not to go back into the corporate world. I took the jump to open my own executive speaker coaching company called Successful Speaker Now, to help

What I love most about my role of Presentation Consultant and Coach is that I am like an artist that has been given a painted canvas, half completed

CXO OUTLOOK February 2025

Barbara Rogoski is an American executive communication coach for Fortune 500 companies, successful SMEs and female founders, and is based in The Netherlands. Her focus, through her company, Successful Speaker Now, is to help business professionals to tell their stories with confidence, clarity and impact. She is a senior TEDx coach and has coached more than 200 TEDx speakers, worldwide. Barbara is also a published author of Boring to Brilliant, An Inspirational Guide for Speakers. Her wide range of knowledge about effective communication, combined with her entertaining and inspiring style of empowerment, makes her a popular speaker, trainer and coach. Recently, in an exclusive interview with CXO Outlook Magazine, Barbara shared her professional trajectory, insights on diversity and inclusion, her favorite quote, future plans, pearls of wisdom, and much more. The following excerpts are taken from the interview.

CXO OUTLOOK February 2025

You must get up every time you are knocked down or have business fears dancing around your bed at night. Tomorrow is always a new day

CXO OUTLOOK February 2025

executives not be boring! I heard so many boring presentations and sales trainings over those years, that I wanted to do something about that. I have been a corporate coach and consultant for 14 years, working alone. Over the years, I have developed my expertise in how to craft any presentation into an engaging experience, how to create stories that stick and will be remembered and how to deliver them with the greatest impact. I learned many skills like executive presence and visibility in my corporate coaching of Fortune 500 companies like Deloitte, ING and Microsoft. But I really polished my expertise by coaching more than 200 TEDx speakers in over 25 different TEDx events. I have been able to take the TEDx style of presenting and bring it to the corporate world to help these speakers not be boring and learn better ways to get their messages across. What do you love the most about your current role? What I love most about my role of Presentation Consultant and Coach is that I am like an artist that has been given a painted canvas, half completed. This refers to the speech content that needs more clarity and storytelling and the speaker who needs more polish and confidence. I take the two and help build them up to create a memorable performance. How do you tailor your coaching methodology to address the unique needs, style, and goals of each executive? I am able to see how to help each individual bring his/her public speaking to a new level.

based on his/her own personality and style. They trust me to guide them and raise their level of confidence, which creates a favorable outcome every time. I have impacted so many lives by helping them learn to communicate their ideas with greater confidence and clarity. Some have become millionaires or leaders of industry. I feel that I have created a unique legacy for myself by helping others speak their truth and make a difference. With regards to the challenges and goals of the executive speakers, we discuss these points at the beginning of the coaching process. Together, we list their three challenges and three goals for improving their public speaking, which I write down and track throughout the coaching sessions and make sure that when the program is completed all challenges are addressed and all goals reached. What techniques do you employ to improve an executive's stage presence, confidence, and ability to handle challenging questions? I use a variety of colorful tools to present well on stage or virtually. My popular book Boring to Brilliant! An Inspirational Guide for Speakers, gives 200+ tips on a variety of public speaking topics such as how to engage your audience, your voice as your best delivery tool. It has been called by some, “The Speaker’s Bible”. I have created several strong templates that I share with my clients on different topics, such as how to build good content and how to respond to difficult Q&A questions and how to structure logical answers in an elegant way.

CXO OUTLOOK February 2025

What are your thoughts on gender equality and inclusion? Do you think there is a gender bias in your industry? I have met many solo-preneur coaches over the years and find that there are more women communication coaches then men. In my opinion, men position themselves more as consultants. However, I do see more women, like myself, moving in that direction as the title consultant seems to have more prestige and can charge higher fees than a coach. The topic of gender equality and inclusion have not been an issue or challenge for me, in my profession.

What is your favorite quote? I have many quotes that inspire me, but here is one of my favorites: "It’s not whether you get knocked down, it’s whether you get up." – Vince Lombardi What drives you? How do you measure personal success? Being a solo-preneur has its ups and downs with cashflow challenges, client’s budget freezes and doing everything solo – but there are many advantages that I do enjoy. You must get up every time you are knocked down or have business fears dancing around your bed at night. Tomorrow is always a new day. What is one accomplishment you’re proud of? One accomplishment I am very proud of is, all the 200+ TEDx speakers I have had the honor to work with over the years in my coaching practice. They were visionaries, doctors, professors, scientists,

CXO OUTLOOK February 2025

entrepreneurs, heads of state, youth, military officers, cabaret performers and most especially women; accomplished women who had a story to tell, startup entrepreneur women with a dream to pitch and every woman in between. Most speakers remember me fondly, as I remember them. Some say I have changed their lives, as I met them right at the moment they needed a push, a kick in the pants or a cheerleader before they reached a success milestone. What drives you? How do you measure personal success? To me, personal success is making a difference through the work you do, having a direct impact on someone to help them succeed in life and making a decent salary to live comfortably. Where do you see yourself in the next 5 years? In the next 5 years, I hope to have been able to take all the knowledge and expertise I have gained over my coaching career - a sort of encyclopedia in my head - of presentation tips and tricks and create a library of products that I can share on a larger scale – and later end my career happily and at peace with what I have accomplished and the people I have touched. One piece of advice you would like to give to aspiring professionals from your industry. A word of advice to aspiring professional speaker coaches – each person has his/her own story to tell. You are there to build their confidence and help them craft the best messages you can and with the most colorful stories you can. It’s about helping them to shine and be their best.

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LEADER’S INSIGHTS

Transforming Retail Through Innovation Yael Kochman, CMO, buywith & Founder, Re:Tech

Hi Yael. Please tell us about your background and areas of interest. As a kid I wanted to be a fashion designer. Growing up my passions have shifted, and I became aware of other areas of interest. I was lucky to work as a student in sales and marketing roles and was very quickly promoted to sales management and training positions. This taught me that I like working with people leading teams and managing different projects. At the age of 25 I was appointed as a COO in a small company

managing many different projects and a team of 50 sales agents project managers and it was the best opportunity for me to grow as a leader. Yet my passion for fashion stayed in the background and when I was 28 years old I started a fashion technology startup with a partner. While that venture did not grow as expected it led me to start a community for fashion and retail tech startups which later evolved into the Re:Tech innovation hub which was the first retail innovation hub in Israel.

We work with the world's leading retailers and brands and help them create engaging video commerce experiences at scale

CXO OUTLOOK February 2025

Yael Kochman is an experienced entrepreneur, marketer, company builder and open innovation expert, with a great passion for startups and technology. With 15 years of experience in venture building and business development, Yael Co-Founded Re:Tech – Isreal’s first of its kind community and innovation hub helping retailers and CPG’s with open innovation, powered by a community of 500+ startups and tech companies developing cutting edge solutions to disrupt retail. In addition to her work at Re:Tech, Yael joined buywith, the leading video commerce platform, in 2023 to lead the company’s marketing and business expansion efforts, where she heads a team of talented marketing professionals across Israel and the US. Yael was selected as a Top Retail Expert by RETHINK Retail in 2024, and is currently a member of RETHINK Retail’s prestigious advisory council. She was also selected as one of NRF Voices by the National Retail Federation for 2025, as one of 40 under 40 by TheMarker, Israel’s leading business publication, as one of the top 100 Retail Tech Leaders by Retail Week and as one of 59 Influential Women Marketers by HubSpot. Yael is also the Co-Founder of Re:Tech Disrupt Israel’s first conference on retail innovation and technology. As a speaker, Yael is often invited to industry events, such as; ShopTalk, The Lead, Tech by Retail Week, and many others. She is volunteering as a mentor is several accelerators and academia programs as well as on the retail tech committee of the Israeli Export Institute. Recently, in an exclusive interview with CXO Outlook Magazine, Yael shared her professional trajectory, the inspiration behind establishing Re:Tech, insights on diversity and inclusion, future plans, pearls of wisdom, and much more. The following excerpts are taken from the interview.

CXO OUTLOOK February 2025

You are an CMO at buywith - Can you please tell us about this organization and your role in it? buywith is a video commerce platform working with brands and retailers to transform their e-commerce into a dynamic and engaging video experience. We work with the world's leading retailers and brands and help them create engaging video commerce experiences at scale. As the CMO I am in charge of the brand strategy and any marketing related activities as well as strategic partnerships and business development.

What do you love the most about your current role? What I love most in my current role is how dynamic it is. Working in the small startup enables me to touch on many different aspects of the business and manage a dynamic schedule were everyday it's very different than the previous day. I get to work with amazing clients with the very talented team and to be part of a truly innovative solution that is making our real impact on the retail industry. Can you tell us about Re:Tech? What is its mission and vision? Re:Tech started as a community for retail technology startups. Today it is a global community and innovation hub with a vibrant network of senior retail executives from all over the world as well as the top retail technologies and innovators. We run industry events around AI in retail, the future of customer experience, innovation in logistics and supply chain, and many other topics that are at the core of the industry.

CXO OUTLOOK February 2025

Today even as more women are getting into the tech industry and founding their own companies still only 2% of VC funding is invested in women led startups

How do you approach the everchanging landscape of digital marketing and emerging technologies such as AI? Based in Israel, I am lucky to be at the heart of one of the world's top technology AI hubs. As I've been active in the ecosystem for many years, I am lucky to have a wide network of connections with VC's, hubs, accelerators, innovation labs and sister communities and I'm often being introduced and referred to the latest early stage technologies. This is how I

get to know those breaking technologies from their early inception. On top of that I am also a regular speaker at industry events such as ShopTalk, Re:Tech Disrupt, and others which helps me keep up with the latest trends and innovations in the industry. What are your thoughts on gender equality and inclusion? Do you think there is a gender bias in your industry? Today even as more women are getting into the tech industry and founding their own companies

CXO OUTLOOK February 2025

still only 2% of VC funding is invested in women led startups. In the retail industry, which is more accessible and loved by women, I do see a relatively higher number of women founders, which is a bit encouraging, yet this number is still much lower than men founders and they are still finding it more difficult to raise funds which ultimately affects their success potential.

Is there a particular person you are grateful for who helped get you to where you are? I have many people to be thankful for – starting with my first CEO who saw my potential and promoted ne to be his COO at the age of 25. He was the one who taught me all about P&Ls, ROI and in general how a business is operated. I’m also very grateful to my partners over the years – on both my first startup and at Re:Tech – a good partner is everything, and I couldn’t have gotten to where I am today without their support. I had many mentors and friends over the years who have offered me their advice and support. And finally, my partner in life, whose support, patience, guidance and partnership helped me push beyond my boundaries and continue exploring new challenges and opportunities. What does the term "authentic leadership" mean to you? I have always led by example. I don't think people like to do what they are told and and they especially don't like to be told what to do by a leader who does not follow his own guidance. I developed my leadership skills when I was serving in the army as a 19 year old young officer in the IDF logistic force. I had to command soldiers who were older than me, more experienced than me, and

CXO OUTLOOK February 2025

there was no way they would listen to me just because I told them to do something. No one taught me how to lead these soldiers but my internal instinct let me to lead by example, to always be the first in the field and to treat my soldiers as equals. This is how together, as a team, we were able to conquer challenges in one of the toughest environments. It was only natural for me to take these learnings and implement them throughout the rest of my career. What are some of your passions outside of work? What do you like to do in your time off? Outside of work I enjoy traveling and spending time with my family my husband our three beautiful kids and are expanded families. What is your biggest goal? Where do you see yourself in 5 years from now? In five years from now I still see myself pioneering and leading retail innovation collaborating with the with the world's biggest retailers and brands to drive innovation and make a true impact on the industry. What advice would you give to somebody who is considering entering your field? The retail industry is one of the most challenging ones do you to low margins, complex processes and traditional legacy platforms. It is therefore one of the hardest industries to penetrate and to implement innovation. Yet if this is the industry that you're passionate about make sure to find mentors to teach you about the industry and help you find sweet spots where you can make a difference.

CXO OUTLOOK February 2025