The Cyber Business Podcast

Guest Introduction Srivatsan Raghavan serves as Chief Information Officer at OHLA USA, a national heavy civil and vertical construction company operating across New York, Illinois, California, and Florida. Over 15 years with the organization, he has led cloud migration, in-house software development, and a zero trust security transformation. Srivatsan oversees a lean IT team that spans help desk, infrastructure, security, business intelligence, and ERP. His leadership blends pragmatic frugality with engineering rigor, turning lessons from a real cyber incident into award-winning programs in identity, automation, and document security. Here’s a Glimpse of What You’ll Learn How a small, focused IT team supports a multi-company construction enterprise Why zero trust and identity hygiene became the foundation after a breach How OHLA USA eliminated its corporate WAN and leaned into cloud and zero trust A practical matrix for mapping projects to NIST functions and zero trust pillars Just-in-time identity creation using Power Automate and a rules engine Zero trust document management with Graph API and role-based folder access How to align innovation with frugality and measurable operational outcomes What executive teams learn during breach response and regulatory follow up In This Episode Srivatsan outlines OHLA USA’s scale and complexity, with seven operating companies, dozens of job sites, and both heavy civil and mid-rise vertical projects. He explains how a small IT team supports 30-plus business applications while building custom tools for process automation and reporting. He then shares the turning point. After a breach during the 2021 COVID period, the company reframed security around identity, endpoint, and cloud controls. With help from Microsoft tooling, they adopted a zero trust mindset. Srivatsan connected the NIST framework to zero trust pillars and used that matrix to plan and prioritize projects across identify, protect, detect, respond, and recover. Finally, he details two award-recognized programs. First, just-in-time identity creation that handles decentralized onboarding at job sites and joint ventures using Power Automate and a rules engine. Second, zero trust document management that creates standardized project folder structures via Graph API and maps granular permissions to roles, enforcing least privilege from day one through termination. The result is a playbook any resource-constrained IT team can adapt.

Guest Introduction Patrick Lawrence serves as Chief Information Officer at Economy Exterminators, a growing pest control company operating across the Carolinas. With more than 25 years in technology, he blends leadership and practical IT execution to modernize operations, strengthen data integrity, and guide the company through a mid-market expansion. Patrick’s experience spans Navy service, data operations, CRM modernization, and AI adoption. He focuses on building the right foundations for growth, from call center automation and CRM integrations to brand and marketing uplift, while staying mindful of workforce impact and long-term ROI. Here’s a Glimpse of What You’ll Learn Why strong data foundations are essential before pursuing AI How a call center used AI to convert missed calls into actionable tickets and leads The role of AI in asset creation and brand visibility for companies without a marketing team Practical steps for connecting HubSpot with an industry CRM to unify pipeline data How to approach ROI in AI projects when baselines are weak What small businesses should consider as search shifts toward AI answers Why content and reviews still matter in an AI driven discovery landscape In This Episode Patrick explains how Economy Exterminators is moving from a small company feel into a mid-market growth phase. His priority is building stable systems and trustworthy data so that new initiatives, including AI, can actually produce value. He describes a practical approach to AI: use it where it removes bottlenecks, measure what matters, and avoid replacing people without a plan for long-term capability. A major win came from applying AI to the call center. Mondays and after-hours calls were overwhelming the team, and hiring fast enough was not feasible. Patrick put AI to work converting calls into tickets and leads in their CRM. Even without perfect ROI baselines at the start, the change boosted response rates and surfaced clearer sales activity once sales moved into HubSpot. Without an in-house marketing team, Patrick also used AI to generate on-brand creative assets that the company’s agency could refine and deploy. That shift improved scroll-stopping ad quality and lifted engagement across social channels. He even prototyped a mascot concept that made its way into residential services. Alongside creative work, he is preparing a data bridge between HubSpot and WorkWave’s PestPac using Operations Hub to keep sales and service information in sync. Looking forward, Patrick is exploring how AI can enhance the customer journey with self-service answers to common questions like appointment times and billing. He remains cautious about workforce displacement, citing high profile corporate examples, and emphasizes planning and compassion. On discovery, he anticipates a world where AI surfaces local service providers and wonders if paid placement will eventually enter AI results. Until then, he believes content quality, reviews, and site performance still matter, even as SEO evolves.

Guest Introduction Peter Kirsch is the Founder and CEO of Blue Marlin Partners, a differentiated private equity firm based in Bethesda, MD. Over the last eight years, he has built Blue Marlin into a platform that now oversees more than $800 million in deployed capital, 30 portfolio companies, and multiple award-winning exits. His model challenges the traditional private equity approach by eliminating management fees and partnership expenses while giving investors the ability to choose their own deals. Beyond the numbers, Kirsch has cultivated a powerful network of entrepreneurs and operators who not only invest but also own a piece of Blue Marlin itself. His career, including earlier leadership of a family office, has given him a unique vantage point into how private equity is shifting and why making businesses better is now the true measure of success. Here’s a Glimpse of What You’ll Learn How Blue Marlin Partners disrupts traditional private equity structures Why investor-operators are central to Blue Marlin’s success The importance of focusing on making businesses better, not just financial engineering How boutique private equity firms are gaining ground in a slow M&A market Why proprietary, founder-led deals drive stronger long-term outcomes The role of networks and geography in generating quality deal flow How strategic exits create repeat opportunities with trusted partners In This Episode Peter Kirsch returns to the Cyber Business Podcast to share how Blue Marlin Partners has redefined private equity by placing entrepreneurs and operators at the center of every investment. He explains how eliminating fees and offering investor ownership in the firm’s carried interest allows for greater alignment, transparency, and long-term value creation. Peter discusses how Blue Marlin successfully navigated a slower M&A market in 2023, securing multiple awards for its acquisition of Mobeta’s Hawaiian BBQ while also executing exits and strategic add-ons. His story highlights how boutique private equity firms are proving their ability to thrive when larger funds struggle, underscoring the importance of agility, strong partnerships, and targeted growth strategies. The conversation also explores the transition in private equity from financial engineering to building better businesses. Peter emphasizes that true success comes from working alongside founders, rolling equity, and driving operational excellence, rather than relying on debt and multiple expansion. By cultivating a network of 72 high-profile partners and expanding globally, Blue Marlin continues to amplify its reach and influence in lower middle market opportunities.

Guest Introduction Lloyd Fuentes serves as the Director of IT at Los Angeles Mission, one of the nation’s most respected nonprofit organizations dedicated to serving the homeless community in Los Angeles. His career began in consulting and network engineering before moving into IT leadership, and over the past five years he has transformed the Mission’s technology environment. Lloyd has implemented stronger cybersecurity defenses, modernized communications, and built systems that help secure donor trust through improved data protection. He grew up in a difficult environment but found his path in technology through persistence, faith, and practical experience. Today, he applies his expertise to ensure that IT strengthens the Mission’s ability to restore lives and support communities. Here's a Glimpse of What You'll Learn How Los Angeles Mission evolved from a soup kitchen into a stabilization center offering wide-ranging services Why nonprofit IT departments are often underfunded and how Lloyd persuaded leadership to invest in modernization How strong cybersecurity practices protect donor trust and improve fundraising outcomes The impact of modern phone and network systems on preventing lost donations and enabling remote work How Lloyd saved the Mission $330,000 in his first year by reducing inefficiencies and modernizing systems Insights on zero trust architecture and how nonprofits can defend against ransomware Lloyd’s inspiring journey from a gang-impacted neighborhood to IT leadership in a respected nonprofit In This Episode Lloyd Fuentes explains how he modernized the IT systems at Los Angeles Mission to better protect donors, staff, and the people the organization serves. He describes the nonprofit funding challenges that often leave IT departments overlooked and vulnerable. Lloyd shares how he gained support by showing that cybersecurity investments directly impact donor trust. His projects included MFA deployment, endpoint detection, modern networking through Cisco Meraki, SIM and monitoring systems, and a complete replacement of outdated phone systems. These upgrades not only improved operations but also saved the Mission more than $300,000 in the first year. Lloyd also shares his personal story of resilience and determination. Growing up in San Bernardino, he faced daily exposure to gangs and instability. A high school computer class sparked his curiosity, and later a role at AT&T gave him the hands-on experience that would build his career in networking. His path from survival to IT leadership shows how technology can be a tool for personal growth as well as organizational stability. The conversation highlights Lloyd’s passion for reaching youth who often live in survival mode and cannot imagine long-term possibilities. He explains that by placing practical technology in their hands, such as routers, network testers, and Ethernet tools, they can begin to see opportunities beyond immediate challenges. Lloyd believes that youth need to be spoken to in ways that respect their present reality while introducing them to skills that create a vision for the future. His perspective shows that IT is not just a technical field, but also a way to strengthen communities and create hope.

Guest Introduction Nick DeMeo serves as the Chief Information Officer at Vista Clinical Laboratory, a mid-sized medical lab based in Central Florida with operations extending into Virginia and North Carolina. Vista competes with giants like Quest and LabCorp by offering premier laboratory services at affordable prices, catering to nursing homes, doctor’s offices, and individual patients. As CIO, Nick not only oversees IT but also leads cybersecurity and laboratory information systems, balancing innovation with limited resources. His leadership is marked by a forward-looking embrace of automation, AI, and advanced lab technologies, all while keeping patient care accessible and affordable. Here’s a Glimpse of What You’ll Learn How Vista Clinical balances affordability with premier laboratory services Why AI-driven automation is transforming healthcare operations The biggest hurdles in healthcare data interoperability Where AI can safely add value versus where human oversight is essential Nick’s philosophy on man and machine working together in cybersecurity Why “purpose” drives fulfillment in both work and innovation How Nick’s upcoming book The Art of Defense reframes the human role in an AI-powered world In This Episode Nick DeMeo opens the conversation by highlighting Vista Clinical’s mission: delivering high-quality lab services while keeping pricing within reach for patients who may lack insurance or face steep out-of-pocket costs. He shares how the lab stays competitive by adopting cutting-edge technologies—sometimes even piloting new robotic systems before they hit the broader market. With a lean IT and security team, Nick explains how vendor partnerships and smart automation allow them to maintain efficiency while supporting a growing patient base. The conversation quickly turns to artificial intelligence and its impact on healthcare. Nick describes how AI helps him and his team automate tedious, spreadsheet-heavy tasks, freeing up time for more strategic initiatives. He underscores that while AI is invaluable for data processing and predictive analytics, it’s not yet ready to make life-and-death decisions without human oversight. He emphasizes the danger of data bias and the need for accurate inputs, pointing to healthcare’s struggle with fragmented electronic health record systems as a critical barrier AI must help overcome. Beyond healthcare, Nick and Matthew dive into the cultural and ethical dimensions of AI. They debate Bill Gates’ prediction that general practitioners could be replaced by AI, ultimately concluding that while AI will be transformative, it must remain a tool used with humans, not against them. Nick frames this partnership through his concept of “the compass and the engine”—humans providing moral direction and purpose, while AI accelerates the heavy lifting of analysis and automation. The episode wraps with a preview of Nick’s forthcoming book The Art of Defense, which blends psychology, strategy, and cybersecurity insights. Built on four pillars—mentality, commitment, work ethic, and strategic thinking—the book makes the case for a symbiotic future between human defenders and AI tools. Nick positions this as the path forward for both healthcare and cybersecurity: not man versus machine, but man with machine.

Guest Introduction Dana Kilcrease serves as the Chief Information Security Officer at Berkeley College, where he has spent more than 14 years rising through the ranks from desktop technician to IT leadership and finally into the CISO role. His career path reflects a rare trajectory of growth within a single institution, giving him a unique perspective on both the academic and technology landscapes. At Berkeley, Dana oversees security operations while bridging the gap between IT and academics, helping the college prepare students for the evolving digital age. Beyond his professional role, Dana has become a vocal advocate for leveraging AI not just in cybersecurity but also in education, health, and personal development. Here’s a Glimpse of What You’ll Learn How Berkeley College approaches AI adoption across academic and technology domains Why AI detection tools for academic cheating remain unreliable The balance between academic integrity and preparing students for real-world AI use Dana’s perspective on AI as a “force multiplier” rather than a job replacement How AI is reshaping personal health, wellness, and even family life The challenges of applying AI responsibly in cybersecurity operations Dana’s non-traditional career journey from audio engineering to cybersecurity leadership In This Episode Dana Kilcrease opens up about his unconventional path into cybersecurity, starting as an audio engineer in New York City before moving into IT at Berkeley College. His steady rise from desktop support to programming to leadership culminated in his current role as CISO, where he now manages a hybrid security operation built on both internal IT resources and managed SOC services. A large part of the conversation focuses on the disruptive force of AI in higher education. Dana explains that while faculty and administrators initially feared AI as “cheating,” the bigger challenge lies in adapting policies to reflect its inevitable presence in the workplace. Rather than banning it, Berkeley College is working toward integrating AI into coursework in a way that balances academic integrity with preparing students for real-world demands. Dana also shares how AI has transformed his personal life. From improving exercise routines and diet planning to avoiding surgery after a serious back injury, AI has become his personal trainer, chef, and coach. He even uses AI as a parenting tool, allowing his children to have open conversations with ChatGPT and then receiving contextual insights to better support them. The episode concludes with Dana’s thoughts on AI in security and business. He views AI less as a standalone technology and more as a core capability baked into every tool, from SOC operations to everyday workflows. For him, the value lies in its ability to elevate the baseline of productivity and enable both individuals and organizations to achieve more.

Guest Introduction Troy Rydman serves as Chief Information Officer and Chief Information Security Officer at Packsize, a company redefining packaging and manufacturing through automation and sustainability. With a background at AWS and deep experience in security, compliance, and cloud services, Troy brings a unique perspective to how technology drives efficiency and environmental responsibility. At Packsize, he oversees IT, cybersecurity, and strategic innovation, helping major retailers like Walmart optimize packaging to reduce costs, cut carbon emissions, and improve customer experience. His leadership bridges the gap between cutting-edge automation and forward-looking IT practices in a fast-evolving market. Here's a Glimpse of What You'll Learn How Packsize is transforming packaging with right-sized automation Why Walmart relies on Packsize solutions for online orders The environmental and cost-saving benefits of reducing packaging waste How AI is being integrated into packaging processes for smarter decisions Why Amazon takes a different approach to packaging innovation The role of AI in reshaping IT, security, and enterprise software solutions How “baked-in” AI is changing the competitive landscape for startups Why fears about job loss in AI may be misplaced, and how tech shifts create new roles In This Episode Troy explains how Packsize is helping companies like Walmart address two major challenges in e-commerce: waste reduction and efficiency. By using right-sized packaging automation, Packsize not only saves cardboard and shipping costs but also supports sustainability goals through lower carbon emissions. Customers benefit from smarter logistics, while companies deliver a better experience at scale. Troy also explores the role of AI in packaging and manufacturing. From identifying fragile or perishable products on a conveyor line to recommending alternative packaging methods, AI is opening the door to new efficiencies. He emphasizes that customers increasingly expect AI to be built into the tools they use, much like cloud features or mobile apps are today. The discussion expands into a broader look at how AI is reshaping the technology landscape. Drawing on his experience at AWS, Troy shares how enterprise customers once experimented with niche AI tools, only to demand that functionality become a standard part of larger platforms. He predicts that the same trend will reshape industries ranging from CRM to cybersecurity, where providers like CrowdStrike and SentinelOne already integrate AI directly into their services. Finally, Troy and Matthew tackle the big question: Will AI replace jobs or create them? Using examples from Toyota’s automation journey, Troy argues that AI will shift roles rather than eliminate them, generating more opportunities in quality control, robotics, and innovation. Rather than fearing job loss, businesses should focus on how technology enables growth and efficiency.

Guest Introduction Jim Rutt serves as the Chief Information Officer and Chief Information Security Officer of The Dana Foundation, a nonprofit focused on advancing neuroscience and neuroethics. With a career spanning healthcare, finance, and pharmaceuticals, Jim has built a reputation for driving digital transformation and bridging enterprise IT with mission-driven organizations. Over his 15 years at Dana, he has overseen a full cloud migration, guided innovation strategy, and aligned IT operations with the foundation’s mission of exploring the ethical implications of brain–computer interfaces and artificial intelligence. Beyond his nonprofit role, Jim also serves as a startup advisor and venture partner at 645 Ventures, where he helps emerging companies refine their market strategies and scale successfully. Here's a Glimpse of What You'll Learn How The Dana Foundation evolved from arts and education into neuroscience and neuroethics The unique funding model of endowment-based nonprofits and its operational implications Why working in a nonprofit technology leadership role offers both professional and personal fulfillment Jim’s role as a startup advisor and venture partner with 645 Ventures The importance of customer alignment for early-stage tech companies How AI is transforming both security risks and security solutions Why empathy and human-centered approaches remain critical in cybersecurity strategy In This Episode Jim Rutt begins by sharing the history of The Dana Foundation, tracing its roots back to 1950 and its evolution into supporting neuroscience and neuroethics research. Unlike commercial enterprises, Dana operates on an endowment model, allowing its funding and mission to remain insulated from typical market cycles. For Jim, the value of working in a nonprofit setting lies in the ability to “go to bed at night feeling good” knowing that his work directly supports the greater good of science and society. The conversation then pivots to Jim’s parallel career in venture capital. He explains how his leadership in Dana’s early digital transformation exposed him to innovative startups and venture networks. Over time, he became an advisor to funds and founders, eventually joining 645 Ventures as a venture partner. He describes how his advisory role is less about technical architecture and more about sharpening go-to-market strategies, aligning initial customer profiles, and validating pain points for early adoption. Notably, Jim has helped guide companies like Axonius and Cyberhaven, both of which achieved unicorn status. Matthew and Jim also explore the pressing challenges of cybersecurity in the age of AI. Jim emphasizes that while AI brings powerful defensive innovations, it also enables more sophisticated phishing, business email compromise, and ransomware attacks. He raises the need for more human-focused security approaches, including involving end users directly in security programs rather than treating them as passive participants. For Jim, empathy is a critical component of modern IT leadership—an attribute he believes technology alone can never replicate. Finally, Jim reflects on his career journey from marketing into IT, sparked by the release of Windows 95. He highlights the value of beginning in customer-facing roles like help desk support and stresses that technology leaders must not neglect the human dimension of security and innovation. As the episode closes, Jim underscores The Dana Foundation’s emerging role in AI ethics, advocating for principles that prioritize human well-being and social good in the face of rapid technological change.

Here's a Glimpse of What You'll Learn How Jedi helps financial advisors and RIAs clean, manage, and secure their databases Why optimizing tech stacks and eliminating redundancy is critical for business growth The role of automation and AI in scaling operations and improving workflows Key differences between working with small firms and large enterprises Insights on AI’s future in CRM systems, including agent-to-agent communication Best practices for CRM security, from data masking to field-level permissions How AI can be leveraged safely in content creation, marketing, and client outreach In This Episode Sue begins by sharing the origin story of Jedi, which grew out of her consulting work with Elite Consulting Partners. Recognized for her ability to solve complex operational and technical challenges, she was invited to create a dedicated service that could help firms manage their databases and integrate their tech stacks. Jedi’s mission is clear: reduce redundancy, improve efficiency, and create systems that enable scalability and long-term growth. She explains that many firms, over the past decade, adopted multiple SaaS platforms to solve individual problems. This led to fragmented systems where the same data is entered repeatedly, draining resources. Jedi’s approach is to analyze the client’s existing tools, establish a unified ecosystem, and create automation that reduces manual work. Her clients range from single-advisor operations to organizations with thousands of users, each presenting unique challenges and opportunities. The conversation shifts to AI and CRM evolution. Sue shares her vision of future CRMs as intelligent agents that require minimal prompting and can autonomously process and exchange data. She also addresses the security responsibilities that come with managing sensitive financial data, detailing the importance of permissions, encryption, and multi-factor authentication. Finally, Sue reflects on AI’s potential and its risks such as hallucinations, and stresses the importance of human oversight. At Jedi, AI is currently used for content generation, marketing, and workflow optimization, with plans to expand into sentiment analysis and predictive client engagement. She also discusses her personal path into technology, her early experiences building websites, and how a foundation in IT has shaped her ability to innovate in business operations.

Guest Introduction Marc Ashworth is the Chief Information Security Officer at First Bank, a fourth-generation, family-owned bank headquartered in Creve Coeur, Missouri, with operations across six states. In his role, Marc oversees networking, physical security, financial crimes, and cybersecurity teams, providing a comprehensive approach to protecting both the institution and its customers. With a career that spans programming, networking, penetration testing, healthcare IT leadership, aerospace manufacturing, and banking, Marc brings a uniquely broad technology background to the security challenges of the financial sector. His leadership combines technical depth with strategic insight, making him a key figure in combating modern financial crimes and cyber threats. Here's a Glimpse of What You'll Learn How First Bank integrates AI and machine learning into fraud detection tools Why financial crimes teams are critical to protecting both banks and customers The ongoing cat-and-mouse dynamic between cybercriminals and security teams How check washing works and why it remains a persistent threat The scale of global cybercrime and its economic impact Insights into nation-state cyber activity tied to geopolitical events Marc’s career journey from WarGames-inspired youth to CISO in the financial sector In This Episode Marc shares an inside look at First Bank’s multifaceted security operations, where combating financial crimes involves more than just firewalls and antivirus software. His teams address threats ranging from fraudulent checks to advanced wire scams, using a blend of AI-driven fraud detection tools, human expertise, and customer education to mitigate risks. Marc emphasizes the importance of understanding not only the technology but also the human and procedural aspects of security. The discussion highlights persistent threats like check washing, where stolen checks are altered and redeposited, and explores how AI helps sift through massive transaction volumes to identify anomalies. Marc underscores the challenge of keeping pace with criminals who are also adopting advanced technologies to refine their tactics. His observation that cybercrime, if treated as a global economy, would rank third in the world illustrates the staggering scale of the problem. Beyond financial fraud, Marc shares how global events like the Russia-Ukraine war and tensions over Taiwan can be tracked through shifts in cyber activity. His analysis connects geopolitical developments to measurable spikes or drops in attack traffic, offering a rare view into how nation-state operations manifest in corporate network monitoring. Marc also recounts his own unconventional career path, which began with a fascination for the film WarGames and evolved through roles in development, IT management, and security leadership. Today, he blends technical skill with strategic oversight, ensuring that First Bank stays secure while enabling business growth.

Guest Introduction James Barrell is the Chief Information Officer at Atlanta Mission, the largest and oldest homeless services provider in the Southeast. His career spans insurance, consulting, and corporate CRM systems before he transitioned to the nonprofit world in search of greater purpose and family balance. At Atlanta Mission, James has led a comprehensive digital transformation by building a custom Salesforce-based CRM, introducing AI-supported systems, and integrating automation to track meaningful client outcomes. His leadership has helped redefine how the organization uses data to serve thousands of individuals with more precision and compassion. Here’s a Glimpse of What You’ll Learn How Atlanta Mission’s transformation model focuses on root causes of homelessness The use of data to differentiate between chronically and situationally homeless individuals How James transitioned from corporate consulting to nonprofit IT leadership Why building a custom CRM helped Atlanta Mission measure long-term success How automation like badge scanning reduces manual work for frontline staff AI’s potential for improving service delivery, intake, and counselor support The importance of making data approachable and meaningful to human-centered teams The non-linear career path that led James to become a CIO in the nonprofit sector In This Episode James Barrell explains how Atlanta Mission uses technology to empower rather than simply manage its community. Their transformation model is designed to help individuals not only exit homelessness but also build lives rooted in stability, dignity, and independence. Whether the need is trauma recovery, addiction counseling, or job readiness, Atlanta Mission combines personal care with structured programming. A central part of this evolution is the CRM system James and his team built from scratch on Salesforce. Designed to capture outcomes like housing stability, employment retention, and relationship rebuilding, the system automates what used to be manual processes. The team introduced badge-scanning to log participation in services such as classes, counseling sessions, and vocational training. This data-driven approach has revealed significant trends, including a growing number of clients experiencing homelessness for the first time. These insights have shaped how Atlanta Mission tailors support programs. James shares how his own path into this work was unexpected. Originally trained in veterinary science and psychology, he moved through the insurance and software consulting world before joining Atlanta Mission as a data analyst. Eventually, he was mentored into the CIO role and now leads innovation across all campuses. He also outlines how the organization is exploring AI applications, from chat-based intake support to counselor transcription, and even digital literacy training for clients. His story illustrates the profound impact technology can have when placed in the hands of a mission-driven leader.

Guest Introduction Kyle Draisey serves as the Chief Information Security Officer and Head of Cybersecurity at Sagent, a leading fintech company specializing in mortgage servicing technology. With a military and intelligence background, Kyle has navigated high-stakes environments from tactical SIGINT missions in Iraq to cybersecurity leadership roles in the defense industry. At Sagent, he is leveraging his operational mindset to shift the organization from a compliance-driven posture to a threat-informed, fully integrated cybersecurity strategy. His work involves protecting trillions in annual financial transactions, building offensive and defensive cyber capabilities, and fostering cross-industry collaboration to strengthen the broader financial services ecosystem. Here's a Glimpse of What You'll Learn How Sagent is transforming mortgage servicing with a SaaS-based platform Why Kyle believes cybersecurity is a "team sport" across industries The importance of operationalizing security beyond compliance frameworks Lessons from military and intelligence service that apply to modern cyber defense How rapid incident response can cut detection and remediation time dramatically Why direct CEO-level reporting is critical for an effective CISO role Strategies for building offensive security and architecture teams within fintech In This Episode Kyle Draisey explains how Sagent’s role as a fintech leader in mortgage servicing means handling over $2 trillion annually, which demands both innovation and rock-solid security. With the industry shifting from outdated on-premise systems to cloud-based SaaS solutions, Sagent’s new platform aims to shorten payment lifecycle times from a month to a single day while cutting costs for both lenders and consumers. Kyle’s mission is to ensure that this transformation is executed securely, with an emphasis on proactive defense against both criminal and nation-state threats. Drawing on his extensive military and intelligence background, Kyle shares how a career of tackling complex and undefined challenges prepared him for the fast-moving and risk-averse world of financial services. He stresses the importance of moving from compliance checklists to a threat-informed operational model where speed, planning, and cross-functional integration are key to resilience. His approach emphasizes building strong partnerships not only with customers but also with other security leaders in the ecosystem to create a collective defense strategy. Kyle also shares a vivid example of Sagent’s incident response capabilities, describing how a recent security gap was identified and mitigated in under 20 minutes, complete with policy updates and automated workflows. This level of agility, he notes, is possible because of direct executive access and a culture that integrates cybersecurity into every business vertical from the ground up. He closes by encouraging aspiring cyber professionals to seize challenging opportunities, embrace team collaboration, and focus on building adaptable and forward-looking security strategies.

Guest Introduction Jean-Philippe Gerbi is the Chief Information Officer at Metropolitan Commercial Bank, where he oversees technology strategy in a highly regulated and security-sensitive environment. With deep experience in building scalable and secure infrastructures for financial institutions, Gerbi takes a pragmatic and risk-aware approach to digital transformation. Before joining Metropolitan, he supported major organizations in finding the right balance between innovation and compliance, ensuring that IT operations closely align with business priorities. His areas of expertise include data governance, cloud enablement, cybersecurity, and operational resilience, all of which are essential for banks facing today’s complex threat landscape. Here’s a Glimpse of What You’ll Learn How financial institutions prioritize security while embracing innovation The CIO’s role in balancing regulatory constraints with technological agility Why application visibility is essential for operational control How cloud adoption intersects with banking compliance Tips for evaluating vendors from a cybersecurity perspective Jean-Philippe’s take on Zero Trust in banking environments Strategies for ensuring IT investments align with real business value In This Episode Jean-Philippe Gerbi discusses how Metropolitan Commercial Bank strengthens its security posture while continuing to evolve its technology infrastructure. He explains how banks that operate under heavy regulation must be careful and intentional when deploying new tools, especially when protecting sensitive customer data and maintaining trust. Gerbi points out that strong IT leadership requires a full understanding of every layer in the tech stack, from core infrastructure to application workflows, in order to implement proper security and oversight. He also shares his thoughts on the qualities of an effective CIO in the financial sector. For Gerbi, success depends on the ability to connect technical decisions with executive priorities and risk management strategies. He walks through his vendor evaluation process, focusing on how to assess security, reliability, and alignment with long-term business needs. The conversation also touches on cloud adoption. Gerbi explains how banks can use cloud technologies without violating compliance standards. His view on Zero Trust focuses on layering security and deeply understanding internal systems and behaviors, which he sees as essential given the limitations of traditional perimeter defenses.

Guest Introduction Gerard Dwyer serves as the Chief Information Officer at Rivian, a pioneering electric vehicle company reshaping automotive technology. With a global background that spans from Ireland to Silicon Valley, Gerard’s career journey includes executive roles at Google, Waymo, and Swisscom, as well as impactful work in South Africa during a post-apartheid transformation. At Rivian, he oversees a complex landscape of IT systems, digital innovation, and AI integration across manufacturing, commercial technology, and enterprise operations. Gerard’s blend of technical depth, strategic insight, and international experience positions him as one of the most versatile and forward-thinking CIOs in the industry today. Here's a Glimpse of What You'll Learn How Rivian is scaling its electric vehicle production and brand reach Why the software-defined vehicle is reshaping consumer expectations The real-world impact of Level 2 and Level 3 autonomous driving How Gerard’s international journey shaped his leadership perspective The importance of taking professional risks early in your career Why mentorship and curiosity play a critical role in long-term success Rivian’s unique approach to charging infrastructure and battery innovation What the Volkswagen partnership means for Rivian’s future In This Episode Gerard shares Rivian’s bold mission to make EVs not only environmentally responsible but fun, adventurous, and accessible. He details how Rivian is expanding its product line with the R2 and R3 models while preparing to open a new, fully optimized manufacturing plant in Georgia. Gerard also explains how Rivian is approaching autonomous driving, emphasizing the company’s robust sensor suite and AI capabilities. The conversation covers how AI is transforming everything from logistics to contract negotiations, reflecting Rivian’s commitment to staying at the forefront of innovation. Gerard’s own journey is equally inspiring. From his humble beginnings in rural Ireland to executive roles across global markets, he emphasizes the value of staying curious, seizing opportunities, and embracing the unknown. Whether it was moving to South Africa on 24 hours’ notice or taking on the CFO role at Waymo without prior equity experience, Gerard’s story illustrates the power of resilience and adaptability. He also offers timely advice to young professionals navigating today’s rapidly shifting landscape. Rather than waiting for perfect qualifications, Gerard encourages people to act, learn on the go, and prioritize cultural fit and enthusiasm. His experience managing diverse teams and building high-performance systems at Rivian offers valuable insights for any leader working at the intersection of technology and business strategy.

Guest Introduction Stephen Ferraguti serves as Director of Information Technology at Hansen Properties, a historic and hospitality-rich organization that operates Normandy Farm Hotel, Blue Bell Country Club, and the Farmer’s Daughter restaurant in Pennsylvania. With a background rooted in both tech and customer service, Stephen focuses on the often-overlooked role of IT in delivering five-star guest experiences. His career includes managing around-the-clock operational needs, complex networking environments, and a highly personalized level of onsite IT support that is uncommon in the hospitality world. At Hansen Properties, Stephen ensures that technology supports the guest experience at every level, fully integrated into the fabric of hospitality. Here's a Glimpse of What You'll Learn How IT in hospitality differs drastically from traditional corporate IT Why having on-site IT staff is a competitive advantage in the hotel industry The unique infrastructure needs of high-volume wedding and conference events How Stephen manages 24/7 tech operations for guests, staff, and emergencies The future of AI in hospitality and why it won’t replace human touch How Hansen Properties became the first non-dealership Tesla charging site in Pennsylvania Why options, not replacements, will define the next era of tech in service industries In This Episode Stephen Ferraguti discusses the rare but vital role of full-time IT in the hospitality sector, offering a detailed view of day-to-day operations at Hansen Properties. From supporting photographers with massive RAW file transfers to ensuring guests can stream their favorite shows late into the night, Stephen’s team covers a wide spectrum of needs. He explains the importance of VLANs, Layer 3 networking, and backup systems that help maintain seamless operations even during events like Superstorm Sandy. Stephen highlights what sets Hansen Properties apart. Rather than outsourcing IT support like many large hotel chains, his team is embedded directly into the business. This hands-on presence turns technology into an integral part of the guest experience, allowing for fast, personal service and higher satisfaction across the board. As the conversation moves toward the future of AI, Stephen shares his thoughtful perspective on the balance between automation and human touch. Drawing from experiences with robotic dining, Tesla partnerships, and cultural shifts in digital habits, he explains why AI should enhance, not replace, hospitality. He believes the true future of technology lies in giving people more choices, more flexibility, and more freedom to connect in ways that feel human.

Guest Introduction Ted Williamson serves as the Chief Information Officer at Common Ground, a Michigan-based nonprofit organization specializing in crisis intervention and mental health services. He brings decades of experience across healthcare, enterprise IT, and consulting. He spent 15 years at Microsoft, where he led global consulting engagements and enterprise transformations. At Common Ground, Ted now leads cybersecurity and IT strategy to ensure that frontline staff can focus on saving lives while systems stay protected and efficient. Here's a Glimpse of What You'll Learn • How Common Ground uses dashboards to improve patient flow and crisis response • The rising threat of AI in phishing, impersonation, and ransomware attacks • Why social engineering is the most dangerous tactic in healthcare cybersecurity • How attackers exploit ransomware insurance policies for leverage • Ted’s nontraditional path from English major to Microsoft consulting leader • Why security culture must be a company-wide commitment • How AI is enhancing code quality, not replacing developers • The future risks of deepfake phone calls and identity spoofing In This Episode In this wide-ranging discussion, Ted Williamson shares what it’s like to step into the CIO role at Common Ground, a crisis care organization that operates services such as the 988 suicide hotline. Just weeks into the job, Ted is already focused on ensuring that technology works in the background while counselors and crisis professionals do their work on the front lines. He walks us through how Common Ground uses dashboards and data to monitor patient movement in real time, helping staff make faster and more informed decisions. The conversation then shifts to today’s cybersecurity landscape, particularly in healthcare, where attackers increasingly rely on manipulation and leverage. Ted describes real-world incidents involving social engineering, session hijacking, and email impersonation. He explains why even the best security tools can fall short when users are caught off guard and why cultivating a security-first mindset across the entire organization is essential. As the episode progresses, Ted discusses the role of artificial intelligence in development and cybersecurity. While AI is helping teams write cleaner code and improve productivity, it is also supercharging cyberattacks. Ted encourages young developers not to fear AI but to use it as a tool that strengthens their skills. He shares why cybersecurity training should be part of every technologist’s foundation and why strong collaboration between developers and security professionals is critical. Finally, Ted opens up about his own journey. He went from being an English major at the University of Michigan to leading global consulting initiatives at Microsoft. Along the way, he learned how powerful it can be to combine technical expertise with business strategy and human empathy. His career is proof that nontraditional paths can lead to impactful leadership in technology.

In This Episode Jason Frame begins by outlining the expansive responsibilities of the Southern Nevada Health District, from inspecting restaurants and regulating ambulances to delivering immunizations and managing public health labs. As the lead technology officer, Jason's team not only enabled operations during the COVID-19 crisis but also modernized how services were delivered under extraordinary pressure. He shares how IT became a vital force during the pandemic, earning its place at the executive table. Jason walks through his unconventional path into leadership, beginning as a kid coding BASIC on a green screen. His career evolved from grocery store scanner installs to software engineering roles with the Department of Energy and Department of Defense contractors. After joining the health district as a programmer analyst, he boldly volunteered to take on the IT manager role as an interim, despite being told he lacked the experience. That leap, combined with strong performance, led to a permanent promotion and ultimately to the CIO title. Throughout the conversation, Jason offers candid insight into what it takes to earn trust across departments. He discusses how he consciously reframed himself from "the IT guy" to a strategic leader by focusing on finance, HR, and operations. His MBA helped bridge that gap, but his ability to speak in business terms rather than technical jargon made the difference. He also outlines the unique dynamics of working in government and how to stay agile in a unionized, rules-driven environment. Finally, Jason details the district’s use of AI in everything from predicting patient no-shows to automating public call responses. He explains why they have not yet rolled out Microsoft Copilot, citing the need to classify and clean up legacy data before enabling powerful AI tools. Jason's approach is both practical and forward-thinking, offering a roadmap for how to responsibly integrate AI without compromising privacy or security.

In This Episode Carol Smith shares how her three-decade journey at DePauw University has been shaped by the powerful community of IT professionals in higher education. She reflects on the challenges of managing a lean IT team while delivering services at the same standard as large universities. By leveraging partnerships like the HESS Consortium and participating in organizations such as EDUCAUSE, Carol has helped her institution stay competitive and cost-efficient. She emphasizes the value of peer mentoring and external CIO networks, especially in smaller institutions where internal role peers are limited. This connection has not only enriched her career but also fostered a sense of camaraderie and support that sustains longevity in leadership roles. Carol explains how developing shared strategies, aligning with vendor ecosystems, and participating in joint service models help create scalable solutions across institutions. The conversation also dives into the delicate balance between security and innovation in a university setting. Carol highlights how higher education IT is uniquely positioned to straddle the worlds of open access and enterprise-grade protection. She closes by discussing her hiring philosophy—valuing agility over pure technical depth—and shares her origin story, including a formative moment using a word processor as an undergrad that changed her perspective on the purpose of technology.

In This Episode Silvano Silva details how Nevro is using high-frequency spinal stimulation to offer life-changing relief for chronic pain sufferers—especially those with type 2 diabetes. He explains how the implantable device communicates via Bluetooth with a mobile app and cloud infrastructure, creating a highly personalized AI-driven therapy model. As Nevro's CISO, Silvano's responsibility is not just technical—it's also deeply strategic, as he ensures patient safety, data integrity, and organizational security. Silvano redefines the CISO’s job as less about "protection" and more about "translation"—turning risk into business language that boards and executives can act on. He shares his process for assigning dollar values to risk scenarios and prioritizing security investments based on return on risk reduction. His focus on using financial framing to drive executive buy-in offers a blueprint for any security leader seeking strategic relevance. He also opens up about his career journey, from engineering and networking to high-growth SaaS and cleantech startups. Silvano reflects on the power of intellectual curiosity, his pattern of alternating between startups and established enterprises, and how each phase helped develop both his leadership and technical range. His story is a testament to growth through reinvention and a constant pursuit of impact.

In This Episode Chris Bollerud shares how AppZen tackles fraud in expense and invoice processes using AI-driven automation. From scanning 100% of expense reports to matching invoices against purchase orders and flagging anomalous vendor behavior, AppZen is transforming how financial compliance is handled in enterprises of all sizes. Chris explains how AI helps detect changes in payment behavior, suspicious email domains, and social engineering attempts that often slip past human review. His approach focuses on preemptively halting threats and alerting finance teams with high-confidence insights. Chris also opens up about his unique transition from engineering to security leadership. Initially hired to lead AppZen’s engineering function, he later took on the CISO role as the company scaled. His technical roots, paired with his MBA, gave him a lens to merge architectural best practices with a business-first mindset. He emphasizes that security leadership isn't about being a "cop," but about enabling business growth through risk mitigation and strategic focus. The conversation dives deep into AI’s role in cybersecurity and product development. Chris differentiates between generative AI and traditional machine learning, advocating for focused, lightweight models trained on specific business cases to achieve accuracy and cost-efficiency. He warns against relying solely on large generic models, citing both security risks and high operational costs. Finally, Chris points to the future, envisioning AI-powered personal safety tools for vulnerable populations, and expressing optimism about the potential for startups to drive meaningful security innovation.