The Operator’s Edge: Charlie Talbot’s Path to CFO and Ongoing Impact
In this episode, Charlie Talbot shares how two decades in brand leadership and operations paved the way for his success as a multi-time CFO and now Executive Partner at Shore Capital. He reflects on scaling companies like Potbelly, Athletico, and Tend, building strong CEO partnerships, and learning to lead with both numbers and empathy. Charlie discusses the value of culture, the mindset shift from reporting to forecasting, and why joining Shore was a natural next step to give back, share hard-earned lessons, and help leaders navigate their journeys.Key Takeaways:CFOs who understand how a business truly operates are better prepared to lead with impact across the organizationSustainable growth is built on a foundation of strong culture and authentic, relationship-driven leadershipNew CFOs earn trust by developing curiosity, building relationships, and learning every function of the businessThe strongest CFOs become strategic partners to their CEOs by fostering trust, clarifying roles, and aligning on executionChapters:00:00 Introduction03:46 A Surprising Start06:39 Becoming a CFO12:15 Advice from a CFO20:54 Why Shore?Listen to our podcasts at:https://www.shorecp.university/podcastsYou'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.
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Shore University: Building a Scalable Learning Platform
In this episode, Michael Burcham, Chief of Strategy, Research, and Talent Development, joins Anderson Williams, Principal of Talent Development, along with Ben Gilbert, Associate of Talent Development, and Jackson Sprayberry, Director of Talent Development, to share how Shore University has grown into a platform that supports learning at every level, including executives, managers, and frontline team members. They talk about the systems behind ShoreU, like the LMS (learning management system), scenario-based training, and pathway programs, and how these tools help leaders apply what they learn in real situations.Key Takeaways:Pattern recognition across portfolio companies makes it possible to build leadership programs that scale across industries and business models A mix of live sessions, self-paced tools, and media-driven content makes learning accessible to those with different learning styles and work flowsThe talent pipeline is strengthened by identifying high-potential individuals early and preparing them to take on key roles as companies growAs the platform evolves, the focus is on building both standardized pathways and customized experiences to meet companies where they areChapters:00:00 Introduction05:19 Building the System14:13 Development Programs18:34 Content that Connects21:20 What's Next?Listen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.
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Leading With Heart and Purpose | Kathleen Lee
In this episode, Kathleen Lee shares her journey from stay-at-home mom and part-time biller to Practice Administrator at Reston ENT. With a background in education and a lifelong passion for creativity, Kathleen brings a unique blend of structure, empathy, and innovation to her leadership. She fosters a culture where collaboration thrives and everyone from staff to patients feels seen and supported. By leading with heart and treating the practice as her own, Kathleen shows how ownership, adaptability, and purpose can transform a team.Key Takeaways:How she went from part-time biller to leading a thriving ENT practiceWhy her background in education shapes her leadership and communication styleHow she leads with ownership, creativity, and a people-first mindsetChapters:00:00 Introduction 02:44 Passion for Art04:05 A Growing Career9:48 A Different Perspective12:16 Understanding the DriveListen to our podcasts at:https://www.shorecp.university/podcastsThere you will also find our other Everyday Heroes episodes, alongside our series Microcap Moments and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/Blog: https://www.shorecp.university/blogThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.
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15:55
Accelerating Growth with a Commercial Center of Excellence | Zachary Nippert
In this episode, Zachary Nippert, Chief Commercial Officer at Shore Capital, discusses building out the Commercial Center of Excellence (COE) to accelerate organic growth across the firm’s portfolio. Drawing from his experience in global advertising, tech entrepreneurship, and revenue leadership, Zack shares how he is creating a structured approach to commercial strategy, talent development, and sales enablement. He also explains how peer collaboration within the COE fosters innovation, enabling commercial leaders to exchange insights, overcome challenges, and enhance performance across diverse industries.Key Takeaways:How Zachary Nippert is building the Commercial Center of Excellence at Shore CapitalThe three core pillars of commercial excellence: talent, strategy, and sales processHow peer collaboration within the COE drives innovation and growthReal-world strategies for sales training and go-to-market successWhy commercial excellence is crucial for scaling microcap companiesChapters:00:00 Introduction06:14 The Role of the Centers of Excellence07:15 Commercial Excellence Function10:46 Challenges and Opportunities16:09 Success Stories and Future AspirationsListen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.
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21:02
Events: Building Meaningful Connections
In this episode, Head of Events at Shore Capital, Julia Dilday, shares insights into how thoughtful event design and relationship-building strengthen the firm’s brand and fuel growth. She discusses her path from TV production to private equity, the importance of small details in creating memorable experiences, and how collaboration across teams shapes the Shore culture. Joined by Jeff Williams (COO), Julia also reflects on the evolution of Shore’s events function and its growing impact on building a robust network of executives, board members, and investors.Chapters:00:00 Introduction02:40 The Role and Impact08:25 Building World-Class Events10:46 Unique Aspects of Shore's Events14:34 Memorable Moments Listen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.
The Shore Capital Podcast Network (SCPN) offers a range of podcast series designed to empower business leaders and entrepreneurs with real-world knowledge and insights from companies within the Shore Capital Partners portfolio. Each series provides unique perspectives on overcoming business challenges and driving growth.
From key lessons learned in scaling businesses to stories of leaders working behind the scenes, SCPN delivers valuable content that highlights the strategies, partnerships, and operational support that fuel success. These podcasts shine a light on the grit, leadership, and innovation that create meaningful change within organizations.
Whether you're an entrepreneur, business leader, or simply curious about what drives growth and success, the Shore Capital Podcast Network offers expert advice, practical insights, and inspiring stories to inform and inspire. Join us to discover strategies for growth and leadership from the people making it happen every day.
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