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ChuckPTV

ChuckPTV

By Chuck Privitera

It's about the downfalls of the financial services industry and my role in it. It's about a journey from and old, white Gen Xer to financial, emotional and physical well-being. It's about fairness. It's about diversity.
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Mitigating Racial Disparities in Health and Wealth through Employee Benefits

ChuckPTVMar 09, 2021

00:00
30:16
Mitigating Racial Disparities in Health and Wealth through Employee Benefits

Mitigating Racial Disparities in Health and Wealth through Employee Benefits

Today I'm joined by Ray Goldberg to discuss, what we have learned from the pandemic and social unrest over the last year. We talk about designing inclusive employee benefit programs, his project Pier Forward and the important role employee benefits can play in employee safety.
Mar 09, 202130:16
Interview with Sean Patton on the Effect of the Election on the Stock Market and the Economy

Interview with Sean Patton on the Effect of the Election on the Stock Market and the Economy

"I'm voting for (fill in the blank) because my number 1 concern is the economy. If (fill in the blank) wins, I'm going to liquidate my portfolio. Listen to episode 4 of season 2 for our special election coverage and why the election of a president from either party has little to do with the stock market or economy.
Nov 19, 202013:54
Emotional Well-being and Mental Health Issues in the Workplace. What Role Does Racism Play?

Emotional Well-being and Mental Health Issues in the Workplace. What Role Does Racism Play?

On this episode of of ChuckPTV we have an amazing guest, Sheila Robinson-Kiss. Sheila has done extensive work with organizations, their leadership and their employees to help identify and treat areas of concern for employees that may cause mental health issues. We cover everything from election anxiety to micro aggressions. Sheila also leaves us with some very helpful tips on how to help us through these especially anxious times.
Nov 05, 202034:02
Special Guest, Nkrumah Pierre (NKP)

Special Guest, Nkrumah Pierre (NKP)

You do not want to miss this opportunity to hear from one of the greatest networking and professional services biz dev people in the New York Metro area and beyond.  My friend, business associate, fellow networker and go-giver, Nkrumah Pierre, joins me today to talk about the art of networking, what we have had to do to reinvent business development, and how to best approach a meeting with him.  We also cover the highly successful, EisnerAmper Friends of the Firm Program, and Nkurmah's commitment to diversity equity and inclusion and the work Friends of the Firm and EisnerAmper are doing toward these important efforts.  So, if you are in business development, professional services, financial services, transition or just want some great tips on networking, this next 30 minutes will be well spent!

Oct 05, 202029:21
Diversity, Equity and Inclusion in Savings and Finance

Diversity, Equity and Inclusion in Savings and Finance

In this episode I speak with seasoned HR Executive and friend of Westminster, Augustine (Augie) Melendez on issues around diversity and engaging all employees in the conversation of savings and investing. Augie is the current Chief HROD at Hillside Family of Agencies. His background includes HR leadership roles at Eastman Kodak and Paychex. Enjoy this thoughtful discussion on another approach to making our workplaces more Inclusive.
Sep 25, 202028:45
Managing your Screen Presence to Maintain EQ, Virtually

Managing your Screen Presence to Maintain EQ, Virtually

Whether you are a business leader, team leader, HR leader, business development person or a candidate in transition, in the "now normal" a lot of us are spending time having very important conversations, virtually. Even for those of us that find this easy, we still miss very important things that could easily derail our intended message. Maria Guida, a former screen and stage actor and executive coach, gives us outstanding communication tips for people who may not be accustomed to speaking into a camera. You're not going to want to miss this.
Jun 24, 202040:46
Leadership Skills Critical to Managing through Crisis

Leadership Skills Critical to Managing through Crisis

There is an intersection of crisis dramatically affecting how we work and interact with our colleagues and our employees. Additionally with alternative work arrangements, effective communication is challenging. Join me with my guests Pat Ferrara from Westminster Consulting and David Sarnoff from the Sarnoff Group as we talk about the leadership skills necessary to remain effective.
Jun 05, 202032:28
Talent Acquisition during the Pandemic

Talent Acquisition during the Pandemic

On this episode, my friend Claire Petrie talks about her role as Senior Manager of Global Talent Acquisition at Unifrax about what she is experiencing as a practitioner and how to best engage with her as a vendor. More importantly we talk about her work as a board member of Empower Camp and her side hustle, Claire Petrie, HR and Training.
May 12, 202021:31
Leadership Development, Coaching and Mentoring amidst the Pandemic of 2020

Leadership Development, Coaching and Mentoring amidst the Pandemic of 2020

Today, coaching expert, Pat Ferrara talks to us about the importance of coaching and mentoring and maintaining these initiatives throughout the Pandemic crisis of 2020.
Apr 29, 202026:17
"What Happens if I can't Pay my Bills?"

"What Happens if I can't Pay my Bills?"

On this episode, my colleague Matt Barber answers this and other questions that may have you stressed as we grapple with the other part of this crisis, the financial part.
Apr 22, 202027:08
What you need to know about your Medical and other benefits during the COVID-19 pandemic

What you need to know about your Medical and other benefits during the COVID-19 pandemic

Today I interview Chris Marren from the Benefits QB about all things benefits related. What questions are coming up, what blind spots there may be and what to look out for as employees return to work.
Apr 20, 202020:07
How are some of New York City's top HR Executives Handling the Pandemic?

How are some of New York City's top HR Executives Handling the Pandemic?

You don't want to miss this episode of #ChuckPTV. My interview with Joel Peterson, Associate Director of Human Resources for KPF Architects covers unique ways to stay engaged with his associates and his team, including the "Zoom room". We also talk about some fun things Joel is doing as a New Yorker to pass the time.
Apr 14, 202024:16
Plan Governance and Fiduciary Responsibility amidst the COVID-19 Crisis

Plan Governance and Fiduciary Responsibility amidst the COVID-19 Crisis

My special guest Tom Zamiara, founding partner of Westminster Consulting, talks to us today about plan governance and oversight, and the roles and responsibilities of the fiduciaries. We cover their obligations to meet and to address the many needs brought on by the crisis, including how to address those employees planning to retire this year or next.
Apr 09, 202019:35
HR Operational Excellence

HR Operational Excellence

This episode we speak with Pat Ferrara about excellence within HR operations and the importance this HR function. We speak about the need to have a great, not good relationship with other departments, including finance. Finally we discuss the importance of HR operations during this unprecedented crisis.
Apr 07, 202023:38
Ancillary Benefits and COVID-19

Ancillary Benefits and COVID-19

Benefits like short term disability FMLA and sick pay are often referred to as ancillary benefits. My guest Kevin Kennedy from TriBen discusses why they are anything but during this time of medical crisis. Tune in to hear the thoughts of a firm that specializes in these important benefits.
Mar 30, 202018:39
Facing COVID-19 Human Capital Challenges from an HR Pro

Facing COVID-19 Human Capital Challenges from an HR Pro

This episode of ChuckPTV has a special guest, Pat Ferrara. Pat spent the last 23 years in HR leadership at a large global bank and has managed though several crisis such as 9/11, the 2008 credit crisis and hurricane Sandy to name a few. Today he shares some advice on alternative work arrangements and some other helpful tips for managers, human resources and leadership.
Mar 23, 202026:52
Physical, Financial and Emotional Health are all connected.

Physical, Financial and Emotional Health are all connected.

This week I focus on my journey to better health and well-being. My weight, waist, cholesterol, blood pressure and A1C all went from problematic, to ideal.
Mar 02, 202018:05
Impact Investing

Impact Investing

Not only does this type of investing help make our planet more just, equitable and sustainable, it is much more likely to get a young, diverse people interested in getting engaged in an investment conversation.
Feb 23, 202012:27
ChuckPTV Episode 2 - My talk at the New York City Registered Investment Advisor Summit

ChuckPTV Episode 2 - My talk at the New York City Registered Investment Advisor Summit

I sat on a panel this week at the NYCRIA Summit. Tune in for thoughts on that, more diversity, some impact investing and of course, morning walks with Becca.
Feb 10, 202015:35
The inaugural episode of ChuckPTV. Diversity, financial, physical and emotional well-being.

The inaugural episode of ChuckPTV. Diversity, financial, physical and emotional well-being.

This first episode will set the stage for future conversations about why the financial services business is unfair. We will address diversity issues in the industry. We will set the stage for an enlightening journey through physical, financial and emotional well-being. #ChuckPTV
Feb 05, 202007:02