May 10, 2017 2:15:27 PM from Abigail Mirarchi to Emily Finch (privately): Emily, when you have a moment, would you kindly send me the list of participants for this FG. thanks! May 10, 2017 2:39:12 PM from Emily Finch to All Participants: Welcome John! May 10, 2017 2:39:39 PM from Emily Finch to All Participants: Emily Finch, Corporate L&D, been here 9 years, Managing for 4 of those years :) May 10, 2017 2:39:56 PM from Laura Carvajal to All Participants: Regional Head Order Processing Latam / EBO / 5 years May 10, 2017 2:40:00 PM from Jason DeVries to All Participants: Jason DeVries, Legal Managed Services, Head of Sales, 19 years with TR, 1+ year in role May 10, 2017 2:40:18 PM from Pam Riley to All Participants: Pam Riley, TRTA, 16 years at TR, 10 as a leader May 10, 2017 2:40:20 PM from Fabio Sordi to All Participants: Fabio Sordi - Head of Americas Logistics and Vendor Management - F&R - working for TR for the last 21 years on leading role for at least 15 May 10, 2017 2:40:27 PM from kirat sekhon to All Participants: My name is Kirat Sekhon and I have been with TR for 16 years. Currently in platform search technology org. In leadership role for 5 years May 10, 2017 2:40:38 PM from Pablo Garibian to All Participants: Pablo Garibian, Editorial, 19 years with Reuters, 8 years as a manager May 10, 2017 2:40:39 PM from Jairo to All Participants: Finance Operations, Sr Director Latam Payroll and Site Lead, 5 years at TR May 10, 2017 2:40:45 PM from Chris Wake to All Participants: Chris Wake, NewsRoom Technology, 17 years at TR, 12 years managing May 10, 2017 2:40:47 PM from Nicole Kalmbach to All Participants: Nicole Kalmbach Manager Customer Service & Customer Retention in Professional Tax & Accounting TR since 2008 Leader for 4 May 10, 2017 2:40:48 PM from John Hufnagel to All Participants: Americas, Customer Success, direct tax tax - 22 years 12 years leader May 10, 2017 2:48:16 PM from Fabio Sordi to All Participants: yes May 10, 2017 2:48:21 PM from Pablo Garibian to All Participants: Ok with me May 10, 2017 2:49:05 PM from Emily Finch to All Participants: Thanks Pablo!! May 10, 2017 2:49:06 PM from Emily Finch to All Participants: :) May 10, 2017 2:50:06 PM from Jason DeVries to All Participants: Influencing others May 10, 2017 2:50:11 PM from Nicole Kalmbach to All Participants: Strong People connections May 10, 2017 2:50:13 PM from Fabio Sordi to All Participants: be good on working with different people, be clear on delivering messages May 10, 2017 2:50:14 PM from Heidi Grange to All Participants: Gravitas May 10, 2017 2:50:18 PM from Pablo Garibian to All Participants: Delegate May 10, 2017 2:50:20 PM from Fabio Sordi to All Participants: influence others, yes May 10, 2017 2:50:24 PM from Pam Riley to All Participants: Empowering others May 10, 2017 2:50:24 PM from Laura Carvajal to All Participants: Negociation skills May 10, 2017 2:50:30 PM from Fabio Sordi to All Participants: have full support from your upper level mgmt May 10, 2017 2:50:33 PM from kirat sekhon to All Participants: being able to take highler elvel stratgey and connect it with the lower level team goals/day to day work May 10, 2017 2:50:34 PM from Chris Wake to All Participants: Presentation to executives May 10, 2017 2:50:56 PM from Fabio Sordi to All Participants: be clear about goals, strategy and what is expected from each team member to get there May 10, 2017 2:50:57 PM from John Hufnagel to All Participants: coaching May 10, 2017 2:50:57 PM from Jairo to All Participants: Appreciate talent and drive career path May 10, 2017 2:51:10 PM from Fabio Sordi to All Participants: aligning expectations upfront not assuming people would just know May 10, 2017 2:51:18 PM from Heidi Grange to All Participants: understand, translate strategy and set expectations for team May 10, 2017 2:51:35 PM from John Hufnagel to All Participants: self awareness May 10, 2017 2:51:37 PM from Chris Wake to All Participants: Influencing others May 10, 2017 2:51:54 PM from Fabio Sordi to All Participants: avoiding going into the trap of working in silos always trying to work very collaboratively with others May 10, 2017 2:52:30 PM from John Hufnagel to All Participants: written and verbal communication May 10, 2017 2:52:41 PM from Fabio Sordi to All Participants: keep an open dialogue among the team May 10, 2017 3:01:55 PM from Jason DeVries to All Participants: External Sources May 10, 2017 3:01:57 PM from Jason DeVries to All Participants: Education May 10, 2017 3:02:16 PM from Heidi Grange to All Participants: beyond peers/colleagues, a few good books: first 100 days, "execution" and just quick reads that I could find on leadership. May 10, 2017 3:02:28 PM from Pam Riley to All Participants: Peers, Learning portal, HBR, external training May 10, 2017 3:02:30 PM from Nicole Kalmbach to All Participants: Previous position holder, External mentor, Book the Frist 90 days May 10, 2017 3:02:57 PM from kirat sekhon to All Participants: peers, past managers, informal mentors May 10, 2017 3:03:27 PM from Chris Wake to All Participants: Current and former managers, peers May 10, 2017 3:04:06 PM from John Hufnagel to All Participants: I went to peers yes but not having any mentor I used historical situation as a customer and also using past managers that I have looked up to. May 10, 2017 3:06:27 PM from John Hufnagel to All Participants: I can say I was not aware of that but have used them in the past. May 10, 2017 3:06:39 PM from Pam Riley to All Participants: I use it and find it very useful. May 10, 2017 3:16:10 PM from Jason DeVries to All Participants: 4, 9, 1 May 10, 2017 3:16:34 PM from Chris Wake to All Participants: 10, 1, 4 May 10, 2017 3:16:39 PM from Nicole Kalmbach to All Participants: Leading Change, Innovate & Frequent feedback May 10, 2017 3:16:44 PM from kirat sekhon to All Participants: 1,4,9 + the summit May 10, 2017 3:16:45 PM from Heidi Grange to All Participants: # 10 (leading change, #7 (frequent feedback) and #1 May 10, 2017 3:16:52 PM from Fabio Sordi to All Participants: 2, 4, 9 May 10, 2017 3:16:56 PM from Pam Riley to All Participants: 4, 6, 10 May 10, 2017 3:17:48 PM from Pablo Garibian to All Participants: 1,2,10 May 10, 2017 3:17:56 PM from John Hufnagel to All Participants: 4,8,9 May 10, 2017 3:18:34 PM from linda calamito to All Participants: 1, 2, 4, 5, 7, 8, 10 May 10, 2017 3:19:37 PM from Laura Carvajal to All Participants: 5,6,2 May 10, 2017 3:20:25 PM from Jairo to All Participants: 5,6,10,9 May 10, 2017 3:25:27 PM from Heidi Grange to All Participants: strategy May 10, 2017 3:25:30 PM from Emily Finch to All Participants: SUMMIT 1 May 10, 2017 3:25:34 PM from Pam Riley to All Participants: Developing Talent May 10, 2017 3:25:40 PM from Pablo Garibian to All Participants: Developing talent May 10, 2017 3:25:43 PM from kirat sekhon to All Participants: strategy May 10, 2017 3:25:50 PM from Jairo to All Participants: Strategy and Dev talent May 10, 2017 3:26:51 PM from Pam Riley to All Participants: Not that I can think of May 10, 2017 3:26:54 PM from Heidi Grange to All Participants: sorry don't recall specifics May 10, 2017 3:26:58 PM from kirat sekhon to All Participants: nothing May 10, 2017 3:27:00 PM from Pablo Garibian to All Participants: It was pretty comprehensive... May 10, 2017 3:27:07 PM from Jairo to All Participants: nothing May 10, 2017 3:27:20 PM from Emily Finch to All Participants: ---- Intersession work ---- May 10, 2017 3:27:27 PM from Jason DeVries to All Participants: AMC Assessment May 10, 2017 3:27:38 PM from Chris Wake to All Participants: AMC Assessment May 10, 2017 3:28:18 PM from John Hufnagel to All Participants: colaborative strategy with peers May 10, 2017 3:28:46 PM from Chris Wake to All Participants: Nothing to add. I need to drop for a meeting. Thank you for including me. I enjoyed the conversation and information. May 10, 2017 3:28:55 PM from John Hufnagel to All Participants: so force field analysis May 10, 2017 3:29:00 PM from Emily Finch to All Participants: thanks Chris! May 10, 2017 3:30:10 PM from Emily Finch to All Participants: ---- Summit 2 ---- May 10, 2017 3:30:34 PM from Laura Carvajal to All Participants: Making business decisions and seeing the financial results May 10, 2017 3:31:00 PM from linda calamito to All Participants: Making business decisions and tradeoffs May 10, 2017 3:31:04 PM from Laura Carvajal to All Participants: ...and the customer impact on those results May 10, 2017 3:31:04 PM from Fabio Sordi to All Participants: practice transforming the TR business May 10, 2017 3:35:41 PM from Jason DeVries to All Participants: Great idea from Heidi May 10, 2017 3:36:51 PM from linda calamito to All Participants: Builds a community beyond our own division Management teams May 10, 2017 3:37:12 PM from Heidi Grange to All Participants: yes - a day and a half would be great May 10, 2017 3:40:32 PM from Emily Finch to All Participants: :) May 10, 2017 3:41:52 PM from Heidi Grange to All Participants: yes - need to have an understanding of key biz priorities to help make decisions on resource allocation May 10, 2017 3:42:55 PM from Jairo to All Participants: Our role in SSC has a lot to do with partnering and supporting business units, thinking comercially is relevant to allign mindset and paddle in the same direction. May 10, 2017 3:42:57 PM from Jason DeVries to All Participants: Yes, the first three are ongoing responsibilities May 10, 2017 3:43:15 PM from Laura Carvajal to All Participants: Yes - I would like to have a deeper understanding of the strategies in region to make better decisions that will benefit my business partners May 10, 2017 3:44:27 PM from Laura Carvajal to All Participants: I would also like to know about financials in each country in the region and where we can help from EBO in reducing costs May 10, 2017 3:44:32 PM from kirat sekhon to Emily Finch (privately): Hi Emily, I need to drop off at 9:45 for another meeting. Thnak you so much for the opportunity to participate in this May 10, 2017 3:44:47 PM from Emily Finch to kirat sekhon (privately): thank you!! May 10, 2017 3:45:10 PM from John Hufnagel to All Participants: yes, as customer success and sales we have to negotiatie MSA, SLA discussions along with partnering with firms to strategicaly profit from securing software revenue. May 10, 2017 3:47:08 PM from Pam Riley to All Participants: Yes - writing research and business proposals. It might be nice to see templates from other areas of the business to get a different perspective. May 10, 2017 3:49:58 PM from Heidi Grange to All Participants: no but need to understand basic financial results (sales, revenue, variance to plan and expense data) May 10, 2017 3:50:36 PM from Jason DeVries to All Participants: Sales reporting, pipeline analysis and sales results. Daily, weekly, monthly May 10, 2017 3:51:00 PM from Jason DeVries to All Participants: Budget, Headcount, Commission and Bonus budgets May 10, 2017 3:51:14 PM from Jason DeVries to All Participants: Product level results and revenue impact May 10, 2017 3:57:06 PM from Fabio Sordi to All Participants: I NEED TO JOIN ANOTHER CALL IN 4 MINS! May 10, 2017 3:57:17 PM from Emily Finch to All Participants: No ptoblem Fabio!! May 10, 2017 3:57:21 PM from Fabio Sordi to All Participants: thanks May 10, 2017 3:57:24 PM from Emily Finch to All Participants: thanks for all your participation!! keep in touch! May 10, 2017 3:59:01 PM from Fabio Sordi to All Participants: yes May 10, 2017 3:59:15 PM from Pam Riley to All Participants: No May 10, 2017 3:59:23 PM from Pablo Garibian to All Participants: yes May 10, 2017 3:59:23 PM from Laura Carvajal to All Participants: Yes, I would actually love to get involved with financial reports May 10, 2017 3:59:27 PM from Heidi Grange to All Participants: yes and would go to my finance partner or business lead if I have questions May 10, 2017 3:59:35 PM from linda calamito to All Participants: Yes May 10, 2017 3:59:52 PM from Heidi Grange to All Participants: sorry - I have to drop for another meeting. Thanks for including me in the discussion and asking for input! May 10, 2017 4:01:05 PM from Jason DeVries to All Participants: Thank you Abigail and Emily! May 10, 2017 4:01:10 PM from Pam Riley to All Participants: I need to go. Really enjoyed it! May 10, 2017 4:01:28 PM from linda calamito to All Participants: Thank you