By Cathie Ericson
“I once heard that we should listen before acting and think before reacting.
The adage is one that has stuck with me and that drives my leadership style in a significant way,” says WEX’ Liliana Bauer. “Thinking for ourselves, rather than just repeating the ideas we hear, makes a big difference in how we conduct our lives and make appropriate choices.”
And she adds, “If we seize opportunities, take our goals seriously and maintain our enthusiasm—always respecting everyone else in an ethical way—we will arrive at the destination we choose.”
A Career Built On Accepting Challenges
That ethos has helped Bauer build a multi-layered career. She attended school in Brazil, earning both a bachelor’s degree in marketing and communications from Mackenzie University and an MBA from Fundação Getúlio Vargas University.
After graduating, she began her career with Coca-Cola, holding roles in divisions including promotions, product management and customer loyalty. She then spent nearly a decade at Citibank, responding to the centralized structuring and implementation of the B2B and institutional marketing in Brazil, where she handled marketing strategy, as well as overseeing PR and corporate communications for all business units. Her last role at Citibank was as a regional marketing manager for the Latin American region’s 24 markets, reporting to Miami and New York.
In 2011, she joined HSBC Latin America as a senior marketing manager, responsible for global banking and markets, private banking and asset management. She also oversaw planning and marketing effectiveness for HSBC’s corporate segments, where together with the countries and the global team, she developed the department’s strategic and business information for the executive committees of the region, as well as results analysis and financial control. In addition, she was responsible for the Latin American marketing for the Global Banking and Markets segment, reporting directly to London.
Prior to joining WEX, she served as a marketing executive at credit card issuer Banco Bradesco Cartões, where she oversaw strategic marketing management and payments solutions studies.
She then joined WEX Brazil as a marketing director, responsible for implementing strategies to strengthen the company’s market presence through business plan and strategy execution.
A self-described “builder,” focused on getting things done in a straightforward manner, Bauer says that one of her major achievements at WEX so far has been creating a strategic marketing mindset, from building a successful team to shaping, driving and maximizing marketing activities, including focusing on analyzing results and repositioning products.
One of the projects she is most excited about right now is her role with one such repositioning of their major product—focusing on the value proposition definition and planning larger market penetration that is driven by market research and customer surveys.
That quest for data inspires her whole career, as she finds that much of her success comes from constantly questioning assumptions, both in information she hears and where the market is trending, what the target audiences are exposing and how her team is reacting. “When making decisions about the direction of my career, I try to take a high-level, long-term perspective, based not only on what things look like, but on what they really are, what is behind each scenario, and what the legacy of my decision will be,” she says.
Surrounding Yourself With the Right People and Company Culture
Over the years Bauer has been fortunate to work with many inspirational professionals, and she’s appreciated their role in patiently showing her how to meet their expectations while advancing her own career. “I’ve always paid a lot of attention to their behaviors and decisions, learning how to drive efforts in a more constructive way, while achieving the best and fastest results,” she says.
One role model who stands out is Francine Suescun, whom Bauer describes as “a great teacher and a wise leader,” adding, “She has a broad range of experience and the ability to integrate actions in an end-to-end process, guaranteeing successful delivery of every project. Besides that, she always tries to make wherever she is a better place—thinking of others rather than just taking actions that benefit herself,” an example that Bauer is quick to thank her for, telling Suescun that she is the one responsible for the professional profile Bauer has today.
In addition to surrounding herself with smart role models, she has wisely chosen the company she works for, saying that at WEX all people are seen and equally accepted—and recognized for their achievements—regardless of gender, age, department, education level or other defining elements. She finds that during business meetings, leadership summits or social celebrations, people from different locations and ages, men and women alike, interact on equal footing, listening to one another and keeping an open mind.
The same dynamic occurs on her team, where position and gender don’t matter. “If an employee is committed to doing good work, bringing relevant information or just taking advantage of an opportunity to improve their understanding about something, we respect them the same way,” she says.
Another important part of the WEX culture is the focus on work-life balance. Bauer has been able to devote time the past two-and-a-half years holding various roles for a social entity teaching English to low-income students, from ages 10 to 83. “It is such a valuable opportunity to learn from those students as they develop, and those people have played a crucial role in changing my life,” she says. “Interacting with others who have the same objectives, intensity and wishes is what makes us feel part of a society in such a special way.”
An avid traveler, Bauer has visited more than 50 cities in Brazil and 15 countries around the world. “When we interact with people from a different culture, with different points of views and experiences, we are able to rethink the prejudices we have and our previously established opinions and see how the vast resources of ideas can move the world forward,” she says.
The 3 Best Ways Busy Professionals Can Reduce Stress and Start Thriving
Career Advice, Guest ContributionGuest Contribution
Ask busy professional women about what she most desires, and a lot will wish to reduce stress.
If you feel like you’re living on the proverbial hamster wheel, it’s time to make small changes to your day to reduce stress and save your sanity. Our tips will help you thrive instead of just get by.
1. Multitask in your personal life
Busy professionals are the rock stars of multitasking. But, multitasking for work is very different from multitasking for yourself. In fact, multitasking may be the wrong word to use. According to Entrepreneur, your brain time-shares rather than multitasks since it is only able to focus on a single task at a time. You must learn how to divvy up your time equally and effectively among tasks. How is this accomplished? Create a to-do list categorized into similar tasks so that your brain doesn’t have to totally change gears. Be sure to always keep your list visible so that you don’t feel that rush of accomplishment, only to realize you have more to do. If you start feeling overwhelmed, remember it’s okay to take a step back and get re-focused. In the future, saying “no” is an option too to avoid getting burnt out.
2. Use Your Lunch Hour to Reduce Stress and Refocus
Unfortunately, Americans take only a portion of their lunch break to eat, or they skip lunch altogether. According to the New York Post, one survey found that 50 percent of workers take 30 minutes or fewer on their lunch hour and that 29 percent work through lunch. Some of the best ways to reclaim your lunchtime include leaving the office to have lunch with a friend or exercising outside with a co-worker or friend. To maximize the benefits of getting out of the office, meet a friend outside to eat for 30 minutes and spend the other 30 minutes walking, meditating, or doing yoga. Physical activity gives you the true breaks you need from work to get refreshed and boost your brain function and mood to help you be more productive and have less stress.
3. Prioritize Tasks
Implementing time management practices is another excellent way to reduce stress on a daily basis. For example, create a checklist for work and home. Arming yourself with a checklist helps you focus and reduces the amount of time you waste on email and social media or chatting with co-workers. Be sure to organize your checklist from most to least pressing tasks and consider allotting yourself enough time for each one. By prioritizing, you will not only feel less stressed, but may find that you are better able to concentrate because you’ll know you’re giving your attention to the most important task on your to do list.
If you’re a visual person, put the checklist on your laptop or tablet or on your desk so you can mark off completed tasks, feel a sense of accomplishment, and know where you stand with your day. If you prefer to use technology, create a note or list on your smartphone; or download one of the many checklist apps.
Stress levels also climb when you feel like you have to do everything right now. One tip is to follow the two-minute and 10-minute rule, as described by Kyle Brost. If you have a task that will take fewer than two minutes, do it immediately so that you don’t face the stress of having too many incomplete tasks. However, if you have a task that requires more time, use the 10-minute rule. Commit to working on the task for 10 minutes. When the time is up, permit yourself to stop and move on to something else to keep chipping away at your to-do list.
High levels of stress prevent you from being productive and thriving. Do yourself a favor and multitask for yourself. Then, use your lunch hour to refocus and reduce stress. It’s also helpful to prioritize tasks and manage your time wisely.
Author
Julie Morris is a life and career coach. She thrives on helping others live their best lives. It’s easy for her to relate to clients who feel run over by life because she’s been there. After years in a successful (but unfulfilling) career in finance, Julie busted out of the corner office that had become her prison. Today, she is fulfilled by helping busy professionals like her past self get the clarity they need in order to live inspired lives that fill more than just their bank accounts. When Julie isn’t working with clients, she enjoys writing and is currently working on her first book. She also loves spending time outdoors and getting lost in a good book. Visit her site at juliemorris.org
Voice of Experience: Karen Shane, Wells Fargo Advisors
Voices of ExperienceKaren Shane, a Charlotte, NC-based financial advisor with Wells Fargo Advisors, believes that if you are driven and passionate about your career, the sky’s the limit—no matter the industry.
She concedes that having support is an important component to one’s success. “I always tell my daughter to find what she is passionate about and then work like crazy to rise to the top. You’ll find that you won’t mind working hard if you feel you are doing what you are meant to do,” she adds.
Rising Through the Ranks
Shane started her career in 2004 as a trading assistant on an institutional fixed income desk servicing bonds for large banks. The job entailed sitting at a huge desk with 10 other people, each of them assigned a computer and a phone getting bids on bonds. She earned both experience and her Series 7 license, but after a few years decided to pivot to a client-facing role. She joined AG Edwards as a client associate and through subsequent mergers is now with Wells Fargo Advisors. In 2010 she moved to Charlotte, N.C., with her family where she became the registered associate of her current partner, Susan Brown.
The two women went through a coaching program offered through their firm called DELTA, part of which was envisioning a 10-year goal which led them to the decision to partner –their client ethos and focus on holistic advice complementing each other.
In 2014, the pilot program of Wells Fargo Advisor’s Associate Financial Advisor (AFA) program launched, so Brown encouraged Shane to enroll in the program to transition to a financial advisor role and ultimately create a partnership.
Shane is also proud of the commitment she gave to pursuing her Certified Financial Planner™ designation – having studied at 4 a.m. before her family got up and spending hours at the library on the weekend –encouraged throughout by Brown on their Sunday morning runs.
Finding Opportunities in Wells Fargo Advisors’ Next Generation Talent Program
Right now, Shane is enjoying the challenge of developing more meaningful relationships with clients and finding new ways to build their practice, with a specialization that focuses on female executives. This pivot has helped build her confidence as she has enjoyed making recommendations and seeing her ideas come to fruition.
Shane credits both the AFA program and the support she receives from Brown as helping her develop that confidence. “Most client associates are women, and without the proper support they can feel stuck in that role. The Next Generation Talent Program is very empowering, not just for me, but the many others like me who were looking for a path to transition and enhance their careers.”
She sees the value that comes from women supporting each other, and the game-changing benefits that can arise from mentoring relationships with more seasoned female leaders. Shane looks forward to paying it forward, and is currently helping encourage one of her peers from the AFA class who’s taking the CFP exam.
Outside of work, Shane stays busy with her family – a 13-year-old daughter who’s immersed in the world of theater, both performing and volunteering at the local theater, and a nine-year-old son who plays soccer and golf.
Unlocking the Power of Latino Employees in the Workplace
Career Advice, Guest Contribution, Hispanic HeritageGuest Contributed By Julia Taylor Kennedy and Pooja Jain-Link , CTI
Latinx Heritage Month is the perfect opportunity to celebrate the extraordinary – and ever-growing – economic influence of the Latinx community in the United States.
The buying power of the Latinx market is currently $1 trillion and projected to reach $1.7 trillion by 2020; if this community with its collective capital were a country, it would rank as the twelfth largest economy in the world. What’s more, Latinx labor will account for 80 percent of U.S. workforce growth between 2012 and 2022. Understandably, multinational companies based in the United States are desperate to unlock this growth market.
Take Toyota’s campaign for its 2017 Camry: the company created an ad specifically targeted to its Spanish-speaking consumers. The ad shows a man whizzing down a highway in a Camry, when he gets a call from his mother. He hesitates for a few seconds before he decides to decline the call and focus on the joy of driving his new car. Toyota collaborated with Conill, a Hispanic-focused agency, to create an ad that spoke to many Latinx consumers who cherish family values, but struggle with the desire to break away and live on the “edge.” Toyota’s ad was hugely successful because the company engaged an agency that understood the market in an authentic way.
We’ve seen other employers and entrepreneurs use their unique insights to create a differentiated voice in the mainstream. Take Christy Haubegger, founder and publisher of Latina magazine—the first publication of its kind to cater to the Latina population in the U.S. She created the publication to change the complexion of newsstands: “I was a huge magazine reader growing up, and you’d never see Latina faces on a newsstand. It was a striking thing. So, I was a consumer, I was the target audience, I was that person who wanted to see that reality reflected back.”
To unlock this powerhouse market, both Toyota and Latina magazine capitalized on insights from those who represent it. As previous Center for Talent Innovation (CTI) research shows, teams with at least one member who represents the culture of the team’s target end user are up to 158 percent more likely to understand that end user, increasing the likelihood of successful innovation for that audience.
Unfortunately, Toyota and Haubegger still remain outliers. The Center for Talent Innovation’s report, “Latinos at Work,” reveals that Latinx employees are caught in an unfortunate bind: they feel that in order to advance in the workplace, they need to tamp down their innovation-unleashing cultural savvy. A full 43 percent of Latinas and 33 percent of Latino men feel the need to compromise their authenticity to conform to executive or leadership presence standards at their companies. Overall, more than three in four (76 percent) expend energy repressing parts of their personas. To be seen as leadership material, that is, Latinx employees feel the need to cover or downplay who they are by modifying their appearance, body language, communication style, and leadership behaviors. Promotion patterns positively reinforce this belief, as those who spend a great deal of energy repressing their personas at work are almost three times as likely as those who expend less energy to strongly agree that they are being promoted quickly.
And the frustrations of Latinx employees in the white-collar workforce don’t end there. More than half of Latinx professionals (59 percent) experience slights and snubs in the workplace. Of that 59 percent, 24 percent say that others are given (or have taken) credit for their contributions, 22 percent say that colleagues tell them jokes that make fun of certain ethnic or religious backgrounds, and 18 percent say they are excluded from after-work “get-togethers.” They also lack sponsors – senior leaders who advocate for their promotion, arrange for stretch assignments, and provide “air cover” to take risks. A mere five percent of full-time, high-earning Latinx professionals in large companies have sponsors in their corners.
Here’s the good news: there are clear cut steps any organization can take to better leverage Latinx talent. To include, empower, and advance this crucial talent cohort, and as a result, tap into a not-to-be-missed market, employers can do the following:
Encourage sponsorship across difference.
The boost sponsorship confers on Latinx talent is massive. Latinx employees with sponsors are 42 percent more likely than Latinx employees without sponsors to report being satisfied with their rate of career progression. We have found in past research that sponsored professionals in general are also less likely to have one foot out of the door, and more likely to ask for stretch assignments and raises. This robust relationship can help Latinx talent achieve their full potential, and it can drive engagement and retention while fostering workplaces of inclusion, authenticity, and innovation.
Expand the idea of executive presence.
According to 53 percent of Latinas and 44 percent of Latino men, executive or leadership presence at their companies is defined as conforming to traditionally white male standards. Organizations can make this population feel valued and included by prizing authenticity over conformity and operating from an understanding that a range of presentation and communication styles can succeed in the boardroom.
Embrace and celebrate difference.
Every year, Coca-Cola celebrates Hispanic Heritage Month by recognizing the achievements and contributions of Latinos in the United States. In 2015, Coca-Cola launched the campaign #OrgullosoDeSer with a short film to celebrate the power of family and culture. Using the hashtag #OrgullosoDeSer #[InsertLastName], people shared the film along with special family moments and their own reasons for being proud to be Latino. “At Coca-Cola we have been a part of so many of the important moments in Hispanic families’ lives, and we want to continue making new memories with them,” said Lauventria Robinson, vice president, Multicultural Center of Excellence, Coca-Cola North America. “During Hispanic Heritage Month, we are celebrating the immense pride Latinos have for their culture and heritage, a pride that translates most significantly into their family names, which they carry with honor and joy.”
Latinx voices need to be heard and understood. Representation matters. Companies have an opportunity to tap into the unique insights of their Latinx talent and, as a result, tap into the huge and extraordinary Latinx market that awaits. There’s no better way to celebrate Latinx Heritage Month.
About the author
Julia Taylor Kennedy, Executive Vice President and Director of Publications
Julia Taylor Kennedy is executive vice president and director of publications at the Center for Talent Innovation where she leads digital learning and drives qualitative research and writing. She coauthored Mission Critical: Unlocking the Value of Veterans in the Workforce, Power of the Purse: Engaging Women Decision Makers for Healthy Outcomes, and Disabilities and Inclusion. A seasoned writer, producer, and interviewer, Taylor Kennedy has moderated sessions and hosted podcasts at the UN, Carnegie Council for Ethics and International Affairs, The Conference Board, and many others. She has also collaborated with business and gender experts on articles published in Forbes, Time, and academic journals, and has advised speakers for major platforms like the World Economic Forum and the United Nations. Previously, Taylor Kennedy hosted 51%, a public radio show on gender issues, and reported for NPR and NPR member stations. She earned a journalism degree from Northwestern University and a master of international relations from Yale University.
Pooja Jain-Link, Senior Vice President and Associate Director of Research
Pooja Jain-Link is a senior vice president and associate director of research at the Center for Talent Innovation. She drives research design and analysis, focusing on survey development and quantitative data. She has expertise in the use of business as a force for social change. Prior to joining CTI, she verified the social and environmental standards of Certified B Corporations™, worked on corporate sustainability at Bigelow Tea, and was an assistant editor of academic journals at Cambridge University Press. Jain-Link received her BA from Duke University and earned an MBA and Master of Environmental Management from Yale University.
How to Write Inspiring Speeches to Motivate People
Career Advice, Guest ContributionImage via Shutterstock
Guest contributed by Stacey Wonder
All of us can remember listening to a great speaker.
Whether it was a school teacher that took your history class on an exciting adventure through time or it was an employer who really knew just how to sell the company’s message, good speakers are often few and far between. When a person speaks well, the experience for the audience can be truly magical.
Strong motivational speakers are first and foremost powerful storytellers. They do not spend their time reciting long lists of facts and figures. While that information may be included in the story they tell, the speech itself is not about these things.
So, how can you write the kind of speech that inspires people and moves them to take action? It all starts with careful planning. While most motivational speakers make it seem like they are just having a casual conversation with their audience, it takes a lot of preparation for it to feel effortless to the audience.
Spin in the New Light
One of the first things you need to do is decide on your message. Ask yourself, what information you want the audience to leave with. It should reveal a surprising truth about your topic. One thing motivational speakers do not do is tell the same old story. They may discuss the same topic over and over again, but they are known for spinning it in a new light. You want to find a way to question a commonly held belief; this statement should be so profound that it causes the audience to stop and think about your topic and analyze it from a whole new perspective.
When people attend a motivational discussion, their minds are already open and they are looking to be inspired. To be successful, you must deliver on that promise. When writing your speech, try to think of something new and innovative that will make your audience think that they have learned something totally new and exciting.
Give it a Rhythm
Once you have your message, you need to find a way to deliver it without sounding like you’re giving a lecture. Speakers that drone on and on without a rhythm usually lose their audience very quickly. Your speech needs to introduce new information on a regular basis. Generally, to keep them engaged plan on providing a new point at least once every ten minutes.
Still, you don’t want to introduce the point in a straightforward and factual way but deliver it in a way that is engaging.
The Beginning
One of the most important parts of a good story is the beginning. It is the time when your audience will be deciding if you’re worth their time. You need to deliver a strong and attention grabbing message within the first thirty seconds or you may see the audience mentally check out before you ever get started. A great example of a grabbing beginning you can read in Abraham Lincoln’s “Gettysburg Address.”
The best way to do that is to make your first sentence one that they are not expecting. Start by telling a personal story that can relate to your message. How long the story will be depends largely on the length of your speech. Obviously, if you have only 10 minutes to speak, your story should get to the point within the first minute but if you have an hour or more to speak then you have the time to weave in intricate details that will tie the audience to you.
Use Repetition
Just like with a song, repetition aids memory. When you hear a song, which is the first part of the song you remember? Isn’t it the chorus? Why is that part of the song so memorable? Because it is repeated over and over again throughout the song.
This does not mean that you just keep recanting the same words over and over again, like a chant. While that may work in some cases, the point here is to repeat the general idea behind your message. Try to work this idea into your speech at different intervals. This will drive home the point so that your audience will remember it long after they have left the presentation. Good example of a repetetive motive you can see in “I Have a Dream” speech by Martin Luther.
Choose words that the majority of people will be able to relate to. If your story is about a childhood experience, choose expressions that will evoke powerful memories from others but at the same time is unique. Consider some of these guidelines for how to start your story:
1. Make it different from anyone else’s beginning
2. Take your audience on a mind journey
3. Give your audience something they can relate to
If you have a well-thought-out message that you would like to deliver, but you feel that the words you choose are not that powerful, you can consider hiring an editor at such platforms as Upwork or EssayTigers.
Give Them a Buzz
Your speech should not be full of canned expressions. The more you try to copy other people the less likely you will engage your audience. No two people speak alike so no two people should deliver the same type of speech. Showcase your uniqueness in your speech.
Ask yourself, what makes you tune into a speaker’s message. This will help you to understand the kind of speech you should want to deliver. Usually, it is some type of conflict. A battle of the wits or a challenge between two different personalities. Read Susan B. Anthony’s “On Women’s Right to Vote” to see the example of how a speaker can present and develop the conflict.
If your story contains conflict you will draw your audience in and will be able to hold them there until you are ready to bring home your main point. Leave out a few details so that they will be on the edge of their seats, waiting with bated breath for you to deliver on your promise.
People who attend motivational speeches are looking to be wowed. They are looking for someone to point them in a whole new direction to a place they would have never thought of.
So, don’t be afraid to create a little drama, build up some suspense, and add a touch of mystery. Without conflict, the audience will be able to predict what is going to happen next and when that happens you will have lost them.
Bottom line, when you are writing a speech you are starting a relationship with your audience. Your first words should be chosen to draw them in with a promise of something great, something new and refreshing. Once you have captured their attention, deliver your message with a surprise; something that goes against conventional wisdom.
Repeat that message periodically throughout the speech making sure that you introduce a new idea or concept every ten minutes or so.
When you are ready to close, remind them of what they have learned, give them steps to follow through and finish by closing the loop and going back to the story you started with.
Disclaimer: The opinions and views of Guest contributors are not necessarily those of theglasshammer.com
Got promoted? 7 Tips When Choosing a Successor
Career AdviceGuest Contribution
As you get promoted, you may be asked to help to select the right person to take over when you leave.
If legacy is important to you, you’ll probably want to have time to train your successor to handle their new role just as expertly as you do now.
Here are seven ways to make the process better for everyone.
1. Make Development the Focus
All too often, leaders make the mistake of scouting out employees with the same traits and skill sets and spend less time on what potentially a successor could do. A smooth transition includes not only figuring out who can do the job as well as you but it’s also about giving them the tools they need far in advance of the time they’ll have to use them.
So, as you begin to think about finding your successor, keep in mind that their confidence and hard work aren’t enough to ready them for your role. Development training should be part of the plan, too. Many companies have made this mistake, promoting someone into a position that they certainly have earned from successes as an individual contributor or even as a manager in another team, but for which they don’t particularly have the right skill set for this next role.
So, make sure development is at the heart of your succession plan. It’s not just workplace mentoring or shadowing, although those are important methods, too. Development is all about learning leadership skills that will make the promotion into a starring role more natural. Conferences or workshops can provide training, also, and reinvigorate leaders-in-training in their current positions.
2. Choose the Right Person
The first step in the process is to find the right candidate to take over for you. You might know exactly who that person is already, and it might be someone who works closely with you or someone who is excelling in a role that’s tied closely to yours. Consider the person’s skill set and make sure they’re already knowledgeable in some of the areas you deal with on a day-to-day basis. For extra padding, you could select more than one potential successor and, through training, see who is the best fit.
3. Consider the Logistics – And Revisit Regularly
When is it a good time to start succession planning? There is not one answer here, and it is depends on how senior you are and what is talent process is. Thomas Collura, partner at Hodgson Russ, says that the biggest mistake is failure to properly plan for succession early and neglecting to revisit those plans. As the business changes, so should your plans. Be open with your successor as well so that any changes can be considered well in advance.
4. Look to the Future
You shouldn’t make your succession plan with just the present taken into consideration. Instead, it’s vital that you have a broader outlook as you sit down to determine who’s right for the role. In the short term, someone just like you could be the solution, but, in the long run, you might make a mistake. Every company’s plans and forecasts are different, but you should know the trajectory of your role before you choose the replacement person.
5. Avoid Any Bias
Whether we like it or not, there are unconscious biases that come with the hiring process. They’re deemed to be unconscious because they’re not something we do purposefully, but these tendencies can stifle workplace diversity.
Taking certain precautions can prevent yourself from falling into this trap. Some hiring managers look at resumes without considering the candidate’s names so that gender bias can’t come into play. This practice could rule out any race-related biases, too.Of course, choosing a successor might mean you’re selecting candidates you already know. In this case, practice staying open to picking a new leader who’s not exactly like you.
6. Be a Mentor
Once you’ve narrowed in on the person or people who have the potential to take over in your absence, you should provide on-the-job training as well as the leadership development mentioned above. A great way to teach someone how to do your job is to show them first-hand, and a mentoring program would allow you to do that with ease. There are more benefits to mentoring than just training a successor. It makes all employees more skilled in their roles, and it makes them feel more satisfied with the workplace because it provides them opportunities to learn and grow. So, offer the program on a broader scale, but ensure your mentees are those who you’ve earmarked as potential leaders. That way, they can learn directly from you.
7. Write It All Down
Finally, as you wind down your role and prepare to hand over the reins to your successor, do one last thing to make it all simpler — provide them with a written set of instructions. Yes, it’s old school, but it’s also extremely helpful. All of your in-person training was great, but there are always going to be critical pieces of information that are worth repeating — write those down.
Not only will this make the succession plan easier for your replacement and your company, but it will make you feel at ease about everything, too. If you’re devising the right strategy for easing the transition, you care — and you can walk away knowing that you handled it well, chose the right person and prepared them as best you could. And there’s no better feeling to have when moving forward than that.
Disclaimer: The opinion and views of Guest contributors are not necessarily those of theglasshammer.com
Mover and Shaker: Cassandra Cuellar, Associate at Shearman & Sterling
Hispanic Heritage, Movers and ShakersBy Cathie Ericson
Being inquisitive and asking a lot of questions is one of the best ways to move ahead, whether you’re working with a partner or client, believes Shearman’s Cassandra Cuellar.
In addition, she recommends that professionals always maintain a positive attitude, showing up and treating every day like a new day. “It’s a stressful job, and you have to recognize that your role is to find a way around issues, to find a solution that will meet the client’s ultimate goal whether it’s an internal or external client.”
Honing a Specialty That Always Has Emerging Challenges
After growing up in a small town in Texas, Cuellar came to Austin in 2003 to attend University of Texas – the first lawyer in her family — and has been there ever since. While attending law school, she clerked with the firm Andrews Kurth, where she received an offer to work with the Emerging Companies group. She worked there for seven-and-a-half years until this March when the group of 14 attorneys and associated support staff moved over to Shearman and Sterling LLP.
Currently she is working with companies that are exploring very cutting-edge fields. For example, she is enjoying the challenge of developing two areas in the practice — cryptocurrency and digital assets – and helping move them more into the mainstream. “We have to take them out of the hands of the fringe groups and make them more accessible so people will become comfortable with crypto and blockchain,” she notes.
Another exciting area of growth is in AI. She has a client who focuses on looking at manuscripts and movie scripts for patterns that resonate, which she says is the type of task that AI will revolutionize by applying a more systematic approach.
Learning By Doing
Cuellar describes her first two years as an “unending learning moment.” At the time, she was working with several junior attorneys who left for various reasons so she seized the opportunity to fill the gaps. While it entailed many late nights, in hindsight she sees that taking on these various extra projects was the best possible thing she could have done to propel her career. “I was able to learn from mistakes and now have a vast background which helps me recognize things that I wouldn’t have noticed before.”
While embracing those kinds of opportunities can grow your career, she also finds incredible benefits in taking advantage of mentoring, whether formal or informal.
In fact, at an earlier position that didn’t offer a formal program, she sought out other attorneys to help give her advice. “People are more than willing to have conversations with you when you show you appreciate their time,” she says.
At Shearman, she recognized the culture of mentorship and support the minute she came over. “Female partners whom I don’t even work with have reached out, which was so impressive that these busy women would welcome me and offer their support,” she says. One in particular who stands out is partner Sarah McClean, whom she notes has been very conscious about developing a team of great women and inviting her to immediately get involved.
Another option Cuellar took advantage of was getting involved with industry organizations, which she finds particularly important for minority lawyers. She has enjoyed the four years she’s been involved with the Hispanic National Bar Association, which offers avenues for professional development and advancement; for example, she has had the chance to make pitches to corporations and gleaned immeasurable professional development opportunities from sitting in and learning from other attorneys
Because she places great importance on developing the pipeline of younger lawyers, she’s also been involved with a UT group called Minority Women Pursuing Law, which works with first-generation law students to offer counsel on job hunting. Each year Cuellar presents on what they should know as college students about what law schools and law firms are looking for to help give them a leg up.
Married with two dogs, Cuellar loves to cook and barbeque at home, and she and her husband enjoy frequent visits to their families in south Texas.
Mover and Shaker: Liliana Bauer, Marketing Director, WEX Latam
Hispanic Heritage, Movers and Shakers“I once heard that we should listen before acting and think before reacting.
The adage is one that has stuck with me and that drives my leadership style in a significant way,” says WEX’ Liliana Bauer. “Thinking for ourselves, rather than just repeating the ideas we hear, makes a big difference in how we conduct our lives and make appropriate choices.”
And she adds, “If we seize opportunities, take our goals seriously and maintain our enthusiasm—always respecting everyone else in an ethical way—we will arrive at the destination we choose.”
A Career Built On Accepting Challenges
That ethos has helped Bauer build a multi-layered career. She attended school in Brazil, earning both a bachelor’s degree in marketing and communications from Mackenzie University and an MBA from Fundação Getúlio Vargas University.
After graduating, she began her career with Coca-Cola, holding roles in divisions including promotions, product management and customer loyalty. She then spent nearly a decade at Citibank, responding to the centralized structuring and implementation of the B2B and institutional marketing in Brazil, where she handled marketing strategy, as well as overseeing PR and corporate communications for all business units. Her last role at Citibank was as a regional marketing manager for the Latin American region’s 24 markets, reporting to Miami and New York.
In 2011, she joined HSBC Latin America as a senior marketing manager, responsible for global banking and markets, private banking and asset management. She also oversaw planning and marketing effectiveness for HSBC’s corporate segments, where together with the countries and the global team, she developed the department’s strategic and business information for the executive committees of the region, as well as results analysis and financial control. In addition, she was responsible for the Latin American marketing for the Global Banking and Markets segment, reporting directly to London.
Prior to joining WEX, she served as a marketing executive at credit card issuer Banco Bradesco Cartões, where she oversaw strategic marketing management and payments solutions studies.
She then joined WEX Brazil as a marketing director, responsible for implementing strategies to strengthen the company’s market presence through business plan and strategy execution.
A self-described “builder,” focused on getting things done in a straightforward manner, Bauer says that one of her major achievements at WEX so far has been creating a strategic marketing mindset, from building a successful team to shaping, driving and maximizing marketing activities, including focusing on analyzing results and repositioning products.
One of the projects she is most excited about right now is her role with one such repositioning of their major product—focusing on the value proposition definition and planning larger market penetration that is driven by market research and customer surveys.
That quest for data inspires her whole career, as she finds that much of her success comes from constantly questioning assumptions, both in information she hears and where the market is trending, what the target audiences are exposing and how her team is reacting. “When making decisions about the direction of my career, I try to take a high-level, long-term perspective, based not only on what things look like, but on what they really are, what is behind each scenario, and what the legacy of my decision will be,” she says.
Surrounding Yourself With the Right People and Company Culture
Over the years Bauer has been fortunate to work with many inspirational professionals, and she’s appreciated their role in patiently showing her how to meet their expectations while advancing her own career. “I’ve always paid a lot of attention to their behaviors and decisions, learning how to drive efforts in a more constructive way, while achieving the best and fastest results,” she says.
One role model who stands out is Francine Suescun, whom Bauer describes as “a great teacher and a wise leader,” adding, “She has a broad range of experience and the ability to integrate actions in an end-to-end process, guaranteeing successful delivery of every project. Besides that, she always tries to make wherever she is a better place—thinking of others rather than just taking actions that benefit herself,” an example that Bauer is quick to thank her for, telling Suescun that she is the one responsible for the professional profile Bauer has today.
In addition to surrounding herself with smart role models, she has wisely chosen the company she works for, saying that at WEX all people are seen and equally accepted—and recognized for their achievements—regardless of gender, age, department, education level or other defining elements. She finds that during business meetings, leadership summits or social celebrations, people from different locations and ages, men and women alike, interact on equal footing, listening to one another and keeping an open mind.
The same dynamic occurs on her team, where position and gender don’t matter. “If an employee is committed to doing good work, bringing relevant information or just taking advantage of an opportunity to improve their understanding about something, we respect them the same way,” she says.
Another important part of the WEX culture is the focus on work-life balance. Bauer has been able to devote time the past two-and-a-half years holding various roles for a social entity teaching English to low-income students, from ages 10 to 83. “It is such a valuable opportunity to learn from those students as they develop, and those people have played a crucial role in changing my life,” she says. “Interacting with others who have the same objectives, intensity and wishes is what makes us feel part of a society in such a special way.”
An avid traveler, Bauer has visited more than 50 cities in Brazil and 15 countries around the world. “When we interact with people from a different culture, with different points of views and experiences, we are able to rethink the prejudices we have and our previously established opinions and see how the vast resources of ideas can move the world forward,” she says.
Is Being Liked an Important Element for Public Speaking?
Career Advice, Guest ContributionGuest contributed by Beate Nimskly
What are the obstacles that keep you from presenting on stage or in a business meeting joyfully?
And what would change in your life if nothing could stop you from delivering your message to the crowd?
We in some way confuse the issue that the speech has nothing to do with the person itself but the way she is able to connect with the audience. Don’t wish to be liked, rather place the focus on wanting to influence so strongly that most of the public will really get what you have to gift and remember you as inspiring and energetic.
Be aware that no matter what you do some will like you and some will dislike you. People have the tendency to compare. This is especially true for women in business – women will be compared with other women and men too.
You are not comparable because you have something to deliver that no one else could. Concentrate on that. You are different than others and that is what counts.
Content is King
The content you are looking for is how your message fits into the reality of your audience. What are they able to hear? What is their problem? What do they want to change and could not until now because they had no idea, no sense that other things are possible? What are they willing to receive?
You could do a story around the topic with one of your customer who was struggling with a similar situation your audience has. Explain his difficulties, how he suffered, that he wanted to give up and then what possibilities opened up when he was willing to do something different. Make your customer the hero not yourself. Be so precise in how your customer or colleague or your friend changed and what he did exactly to overcome the complexity of the situation that there is no doubt at all that you have been the one who accompanied him – without mentioning that.
The Difference in Preparation
Who are the participants in your meeting, in your audience? Where do they come from? What background do they have? What position in business do they have? What is it your audience wants to get from you?
No matter who they are they want to be inspired. Find out which words they use so you can talk to them in their language. Prepare yourself in the way that they have the sense you speak with them on their level like a private one on one conversation.
The Difference in Questions
Know what you want them to do after they have left the meeting, the presentation or the event.
And ask them a lot of question during your speech like:
As well include questions like:
These questions keep your audience in a constant search for new possibilities. It makes them feel alive, more connected to themselves and pro-active.
Energy is the Key
Your energy is the key to success. Why? Every word you say has energy behind it. And not only the spoken word influences the audience. It´s more the tone and the body language that counts.
So, ask yourself questions like this:
Space and Consciousness
Space within yourself allows you to connect with others on another level. You can do breathing exercises to experience space within yourself. You could do Yoga or meditation to experience space. If you are the space, you have no resistance to whatever people are asking or are talking about you. You just let it go through yourself with no attachment at all.
And no matter what people say you could say to yourself: “Interesting point of view that they have this point of view.” With this you free yourself from your own judgment about them and as well from their judgment about you. If you practice “interesting point of view” all day long in your normal daily life you will experience more freedom with everything. This is the space of all possibilities.
You are now able to act and react with ease and flexibility in the given situation. That inner freedom gives you access to consciousness. Consciousness includes everything and judges nothing. Everything you do, everything you experience is a way to more awareness. There is no right or wrong. There is always awareness and the choice to be or do something different the next time.
You don´t like me? Interesting point of view.
Beate Nimsky is an inspirational catalyst for change, who works with CEOs, business owners, entrepreneurs and leaders in companies developing their leading abilities. She has been a pioneer in consulting and implementing value driven cultures in companies for more than 25 years. Her new book Ask – And Create Your Life will be published in summer of 2018.
Disclaimer: The opinions and views of guest contributors are not necessarily those of theglasshammer.com
2018 Latina Leaders- Hispanic Heritage Month
Career Tip of the Week!This week’s column is a nod to our celebration of Hispanic Heritage Month series this week and throughout the month.
Latinas at the highest echelons are still underrepresented but we wanted to spotlight the top Latina leaders in business show you the Latina professionals that are making it happen. The future is now, progress is being made and more Latina women are running companies and raising capital for entrepreneurial ventures than before.
Career advice for Latina women may seem on the surface to be the same as for advice for any other woman from any other background. Why? Because it is only by varying degrees of believing and adhering to the patriarchy as an operating system, that makes each woman who is reading this abide or dissent from the cultural norms and gender roles they are messaged from birth.
If you are messaged values of a collectivist society versus those of an individualist society, you may show common traits. This is a more accurate way of actually having a career conversation about the context in which a person is operating in also, because the term “Hispanic” is perhaps something that is so inaccurate and unfair since it assumes that all Spanish-speaking people from over a dozen countries are the same, yet it equally assumes that all English-speaking people are not the same. That is an uneven start and can lead to greater stereotyping.
Beneath the surface, career advice could differ greatly for aspiring Latina leaders, because going against the grain is easier said than done in families and firms alike. This is where collectivism as a theory meets the reality of living in an individualistic culture.
Also, everyone has different personalities and value sets so many women do want to care-take more and play a larger family role, but to reduce it to a binary is a problem. And, many (not all) Latina women are faced with this binary in choosing to comply or dissent against the gender roles set, and dissent against the historical family structure expectations.
My advice is let’s start asking what each individual woman wants, instead of assuming we know that their social identity is all that they are (ditto anyone else for that matter.)
If you are a Latina, a constant strategy is to individuate yourself as a person to remind people who you are and what you want and what you are capable of, not who they think you are!
Nicki Gilmour, CEO of theglasshammer.com offers Executive and Career coaching in Spanish and English. For an exploratory call contact nicki@theglasshammer.com o reserva aqui.
Voice of Experience: Agostina Pechi, Managing Director, Goldman Sachs
Voices of Experience“If you work hard and are consistent, you will get there,” says Goldman Sachs’ Agostina Pechi. Yet, she adds that you have to balance that patience with an ability to speak up and vocalize your intention to take on additional responsibility. “You have to make sure that management is aware of the work you are doing,” she says, adding that “mentors and sponsors who can vouch for your work are extremely valuable.”
Building an Expertise in Latin America
After studying economics at Torcuato Di Tella University in Argentina, Pechi moved to London to work for Deutsche Bank in their emerging markets group. Her work at Deutsche Bank took her to Mexico City and then to New York, where she worked as part of the Latin American coverage team. Through working in different environments and under different supervisory styles, she gained what she believes to be an important skill for success: adaptability.
In 2013, Pechi decided to move to Goldman Sachs. “I found it valuable to be based in the headquarters, close to leadership and decision making,” she says. She was tapped to build a Latin American institutional coverage team for the firm that has since expanded its coverage to smaller market countries.
“It was extremely rewarding to know that the firm trusted us to produce in these markets that don’t have as much access to Wall Street and liquidity in their currencies.” She says that the firm’s increased involvement in smaller markets has fostered its reputation in the region, generating new business, with revenue comparable to that of larger economies. “Direct investment is key for these economies to grow – it’s important for them to obtain financing to facilitate investments in key areas such as infrastructure, and it has been rewarding to help clients in these regions achieve their goals,” she says.
Pechi considers the growth of fintech to be one of the most important rising trends, namely due to the way the sector will disrupt existing business methods. She believes that Goldman Sachs is on the cutting edge of this change, and will be able to expand product offerings and support a greater array of clients.
“History has shown that doing things the same way because that’s how it has always been done is a disadvantage, and I believe we are at the forefront of the radical change that is coming,” Pechi says.
Sharing Her Passions With Others
At Goldman Sachs, Pechi is highly involved with two affinity networks. She sits on the steering committee of the Hispanic and Latino network, which provides tools and guidance to Latino individuals to navigate and excel in their careers. She is also co-head of the Securities Division Women’s Network, which hosts monthly meetings, events and a “Strategic Insight” series designed for women to connect with senior management across different divisions. The program has been so successful that other businesses across the firm have expressed interest in replicating it. She is currently in the midst of helping to plan a half-day seminar where network members will have an opportunity to interact with senior leaders of the firm.
She enjoys mentoring other women and recommends to others, “Surround yourself with people who believe in you along each step in your career.” She goes on to note, “Great leaders are innovative, and we will succeed when we realize we can’t all look at the world in the same way.”
Outside of work, Pechi channels her passion for improving her community into Project Art, a program that uses space in public libraries for children in under-resourced areas to meet and make art. The program has spread across the country to become the largest arts-related after-school program in the United States. Since Project Art relies on free public spaces instead of renting pricey classroom space, the majority of funding can go to hiring great teachers and acquiring materials. Pechi, who has a two-year-old daughter of her own, appreciates the chance to offer an avenue for children to stay busy after school and to learn to communicate through the arts.
“Helping communities around me is an important part of my life,” she says.
Another form of art is also important to her — dancing tango, which she learned in Argentina from her grandparents. Two years ago when she was involved in planning efforts for the firm’s Hispanic Heritage Month, she arranged for an external dance team to perform the tango – and even performed alongside them.