Épisodes

  • #219: Dale Wollschleger (ExactCare) — From Pharmacist to Building a Billion-Dollar Pharmacy Care Company (TOF Report)
    Jul 31 2025
    Dale Wollschleger is the Founder and former CEO of Cleveland-based ExactCare Pharmacy and the developer of the ExactPack™—a patient-specific medication packaging system designed to simplify complex medication regimens.This conversation with Dale dives into the unlikely journey of a pharmacist-turned-entrepreneur who started in the back of a small Cleveland pharmacy and built a billion-dollar organization serving patients across the country.ExactCare’s meteoric growth—from inception to a multi-hundred-million-dollar (revenue) business in under a decade—has earned it repeated recognition as an Inc. 5000 fastest-growing company; Dale himself was named an Ernst & Young Entrepreneur of the Year.Ultimately, Dale’s remarkable journey stems from an observation he made as a pharmacist: that pharmacists have the opportunity to play a more integral role in clinical care—and that their responsibility doesn’t end when the patient leaves the store. Many patients could live healthier, more independent lives if only they took the right medications at the right times.In our conversation, Dale shares how he navigated the many chapters of scaling a healthcare business: bringing in private equity and outside capital, evolving his leadership, and balancing high-growth expectations with a deep commitment to patient outcomes, company culture, family—and much more.00:00 - The Journey of a Pharmacist Turned Entrepreneur14:34 - Building ExactCare: Addressing Complex Patient Needs24:18 - The Evolution and Vision of ExactCare31:07 - Entrepreneurial Spirit in Pharmacy38:59 - Understanding the Pharmacy Industry43:24 - Pride in Building in Cleveland-----For more on The O.H.I.O. Fund: check out & subscribe to future content @ www.theohiofund.com-----LINKS:https://www.exactcarepharmacy.com/https://www.linkedin.com/in/dale-wollschleger/-----SPONSOR:Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company’s passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. To bring that vision to life, the company pioneered the group medical captive model — a self-funded health insurance solution that provides small and mid-sized businesses with greater control and significant savings.Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs.Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and over 200 other Cleveland Entrepreneurs.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/
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    53 min
  • #218: Sanjay Singh (Mace®) — Get Good at Hard Things
    Jul 24 2025
    Sanjay Singh is a thoughtful strategist, seasoned executive, and business philosopher whose journey to leading the iconic Cleveland brand Mace Security—and his reflections on it—are remarkable.Sanjay’s story weaves together a deep appreciation for manufacturing and a career shaped by curiosity, resilience, and a knack for doing hard things—ultimately culminating in a personal philosophy grounded in introspection and presence.From navigating activist shareholders during a turnaround at Mace to developing frameworks around fear, ego, inquiry, and deep intuition, Sanjay offers a unique lens into what it means to lead with vulnerability and intention.This conversation leans more philosophical than most Lay of The Land episodes—a reflection of Sanjay’s clarity of thought, deep presence, and his insights into consciousness and awareness. His perspective on leadership elevates the discussion far beyond the business realm, offering thoughtful takeaways for both work and life.Sanjay also serves on the boards of MAGNET—whose story was shared by Ethan Karp in Episode 139—and The Nature Center at Shaker Lakes. He’s married to Erin Singh, CEO of Options Naturopathic, who joined us on Episode 147 to share her own journey.Sanjay is a true student of the world, of people, and of business. It was a real joy for me to try to distill the many conversations we’ve had about his perspective into this one here today.00:00:00 - Sanjay's Unlikely Journey 00:11:40 - Frameworks for Success 00:19:18 - The Story of Mace 00:32:58 - Vulnerability as an Equalizer 00:39:10 - Turning Companies Around: Key Ingredients 00:47:16 - Balancing Intuition and Intellect 00:54:50 - Defining Success and Impact 01:01:30 - Hidden Gem-----LINKS:https://www.linkedin.com/in/sanjaysinghdrivingexcellence/https://www.mace.com/-----SPONSOR:Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company’s passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. To bring that vision to life, the company pioneered the group medical captive model — a self-funded health insurance solution that provides small and mid-sized businesses with greater control and significant savings.Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs.Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and over 200 other Cleveland Entrepreneurs.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/
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    1 h et 6 min
  • #217: Kelcey Lehrich (365 Holdings) — Building the Forever Home for E-Commerce Companies
    Jul 17 2025
    Kelcey Lehrich is the Co-Founder and CEO of 365 Holdings, based in Akron, Ohio. 365 Holdings acquires and operates consumer products companies, with a focus on eCommerce and a goal of long-term ownership.In our conversation, Kelcey shares his path to entrepreneurship and his evolution from making his first acquisition to becoming a seasoned operator. He weaves in lessons from challenging ventures, unconventional acquisitions, and the earned wisdom of building durable businesses in the competitive world of e-commerce.We unpack how Kelcey thinks about demand creation versus demand capture, what it takes to build a resilient holding company, the tradeoffs between a centralized shared-services model and a decentralized structure, and how to create the best long-term home for brands. He also shares wisdom on what makes a company worth buying in the first place, lessons learned from organizing the HoldCo Conference — the un-conference of Micro Private Equity — here in Cleveland, and much more.Kelcey offers valuable insight for anyone exploring entrepreneurship through acquisition — or simply curious about how to thoughtfully scale something of quality over time. Please enjoy!00:00:00 - The Entrepreneurial Spirit Unlocked 00:05:32 - Navigating Early Entrepreneurial Ventures 00:08:28 - The Birth of 365 Holdings 00:11:18 - E-Commerce Evolution and Insights 00:14:36 - Acquisition Strategies and Lessons Learned 00:17:37 - Understanding Distressed M&A 00:20:13 - The Rise of Entrepreneurship Through Acquisition 00:35:33 - Evolving Business Strategies 00:38:30 - Defining Success in Business 00:39:46 - Core Values and Company Culture 00:40:58 - Raising the Quality Bar 00:42:59 - The HoldCo Conference 00:45:20 - The Mindset of a HoldCo Entrepreneur 00:47:01 - Incentives and Profit Sharing 00:49:30 - Inspirations and Aspirations 00:50:16 - The Future of E-Commerce 00:52:12 - Opportunistic Acquisitions 00:53:19 - Building in Northeast Ohio 00:55:00 - Hidden Gem-----LINKS:https://365-holdings.com/https://www.linkedin.com/in/kelceylehrich/-----SPONSOR:Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company’s passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. To bring that vision to life, the company pioneered the group medical captive model — a self-funded health insurance solution that provides small and mid-sized businesses with greater control and significant savings.Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs.Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and over 200 other Cleveland Entrepreneurs.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/
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    57 min
  • #216: TJ Dembinski (Eagle Electronics) — Onshoring America's Critical Technologies (TOF Report)
    Jul 10 2025
    TJ Dembinski is the co-founder and CEO of Eagle Electronics, dedicated to on-shoring America’s critical technology supply chain, starting with the IoT and automotive-grade cellular modules!This journey traces a fascinating arc — one that begins with the macro and geopolitical forces shaping global commerce and lands in a Northeast Ohio advanced micro-electronic manufacturing floor where Eagle Electronics is domestically building one of the most critical pieces of our digital infrastructure: the cellular module.TJ's story, and the founding of Eagle, is deeply embedded in these broader structural shifts — from the decoupling of U.S. global supply chains to the bipartisan momentum around domestic manufacturing and deindustrialization, to the evolving national security concerns that now govern the production of connected technologies.We also talk about the nuances of reshoring, what onshoring looks like in practice, what cellular modules are, and why Ohio — of all places — is emerging as the epicenter of America’s next industrial chapter. From partnerships to cutting-edge automation, from regulatory and security considerations to hard-earned insights about what it actually takes to build something physical at scale — TJ brings an insightful clarity to one of the most exciting, complex, and important entrepreneurial movements underway today and how Eagle Electronics is positioned to lead within it.00:00:00 - Reviving Domestic Manufacturing 00:05:09 - The Evolution of Eagle Electronics 00:08:11 - Understanding Cellular Modules and Their Importance 00:10:56 - Navigating Regulatory Challenges 00:14:02 - The Role of Trust and Security in Technology 00:16:53 - Building a Skilled Workforce in Ohio 00:20:00 - Funding and Capital Landscape in Ohio 00:23:04 - The Future of Onshoring and Manufacturing 00:26:02 - Lessons Learned as a Founder 00:29:04 - The Importance of Nuance in Global Supply Chains 00:37:00 - Requirements for Success00:46:50 - Hidden Gem-----LINKS:https://www.linkedin.com/in/tj-dembinski/https://www.eagleelectronics.com/https://theohiofund.com/-----SPONSOR:Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company’s passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. To bring that vision to life, the company pioneered the group medical captive model — a self-funded health insurance solution that provides small and mid-sized businesses with greater control and significant savings.Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs.Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and over 200 other Cleveland Entrepreneurs.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/
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    49 min
  • #215: Ibrahim Mohmed (CourtSide Media & Taja AI) — Revolutionizing Content Creation
    Jun 26 2025
    Ibrahim Mohmed is the founder of CourtSide Media Group and the co-founder & CEO of Taja AI. His entrepreneurial journey began right here in Ohio, where he launched CourtSide Media, a digital media agency that serves influencers with audiences ranging from 1 million to 75 million followers across various social platforms. Through CourtSide Media, Ibrahim has collaborated with high-profile clients including NBA legend Kevin Garnett, Cleveland’s FutureLAND annual conference, and prominent influencer Lauren Fitzmaurice—effectively amplifying their reach and impact through strategic, organic growth.Building on his success with CourtSide, Ibrahim co-founded Taja AI—a platform designed specifically to empower small businesses and content creators. TAJA AI automates content workflows by optimizing, repurposing, and scheduling content, significantly saving time for thousands of creators while maximizing their audience engagement and discoverability.Beyond his entrepreneurial ventures, Ibrahim is deeply committed to social impact through his organization, Nile Nights, which curates events to raise awareness and funds for individuals and communities affected by the ongoing conflict in Sudan.As a founder at the forefront of media and AI, Ibrahim offers powerful insight into where the space is headed and what it takes to succeed within it—please enjoy this fascinating conversation with Ibrahim Mohmed.00:00:00 - The Shift to Video Podcasting 00:04:06 - Understanding Taja AI 00:06:03 - The Entrepreneurial Journey Begins 00:08:14 - The Drive for Storytelling in Media 00:11:47 - The Power of Technological Leverage 00:13:22 - The Vision and Evolution of Taja AI 00:15:31 - User Experience and Product Functionality 00:17:36 - Building a Scalable Company with AI 00:20:35 - The Changing Landscape of Venture Capital 00:22:10 - Navigating Model Providers in AI 00:23:30 - Navigating Competition in the AI Landscape 00:26:26 - Understanding Vibe Coding and Its Impact 00:27:52 - Product Philosophy and Customer Engagement 00:29:41 - Common Mistakes Creators Make 00:32:34 - The Intersection of AI and Human Creativity 00:35:01 - Sustainable Business Models in Content Creation 00:36:42 - Personal Impact and Future Aspirations 00:37:48 - Embracing Adversity in Entrepreneurship 00:40:28 - Looking Ahead: Growth and Innovation 00:47:00 - Final Thoughts and Hidden Gems in Cleveland-----LINKS:https://www.linkedin.com/in/ibrahim-mohmed-982076110/https://www.courtsidegroup.com/https://www.taja.ai/-----SPONSOR:Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company’s passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. To bring that vision to life, the company pioneered the group medical captive model — a self-funded health insurance solution that provides small and mid-sized businesses with greater control and significant savings.Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs.Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and over 200 other Cleveland Entrepreneurs.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/
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    50 min
  • #214: Carey Jaros (GOJO — Makers of PURELL®) — 80 Years of Ohio Legacy and Well-Being Solutions
    Jun 19 2025
    Carey Jaros joined GOJO in 2014 as a board member, later taking on executive roles as Chief Strategy Officer—where she oversaw Marketing, Product Management, and Innovation—and as Chief Operating Officer, before becoming President and CEO in January 2020.Our conversation today covers Carey’s call to lead—shaped by a lifelong passion for solving problems and telling stories—her reflections on leadership and decision-making, GOJO’s extraordinary legacy, and its ongoing commitment to innovation. We discuss GOJO's origins, founded by Goldie and Jerry Lippman in 1946 to address the real human problem of safely cleaning workers' hands in Akron’s rubber factories. Carey shares how GOJO has evolved from those roots into a global leader in hygiene, skincare, and well-being, driven by an unwavering commitment to safety, efficacy, and sustainability.We also delve into the critical moments Carey faced stepping into her role at the onset of the COVID-19 pandemic, the bold strategic investments GOJO made during this unprecedented time, and how the company balances legacy with innovation. Carey offers insights into the importance of culture, rigorous debate, and continuous learning as cornerstones of her leadership approach.As an operator, investor, and board member, Carey has worked with more than 50 organizations throughout her career. Prior to GOJO, she was President of Walnut Ridge Strategic Management Company and served as a Vice President at Dealer Tire, a large privately held tire distributor based in Cleveland. She spent the first 12 years of her career as a management consultant at Bain & Company.Today, Carey is a Board Director of Grocery Outlet, a publicly traded NASDAQ corporation, and an Advisory Board Member of Aunt Flow, a venture-backed menstrual products startup. She also serves on the Boards of The Cleveland Foundation, University Hospitals, and Laurel School.Carey is a fantastic storyteller, and this conversation is filled with insightful anecdotes and practical wisdom on business and entrepreneurship—so please enjoy!00:00:00 - Reflecting on Career Paths 00:06:51 - Journey to GOJO Industries 00:11:27 - Transitioning to Leadership 00:16:36 - Understanding GOJO's Origins 00:24:48 - Balancing Legacy and Innovation 00:28:27 - Leading Through the Pandemic 00:30:32 - Navigating Unprecedented Challenges 00:32:49 - Strategic Leadership in Crisis 00:35:27 - Investing for the Future 00:37:49 - The Power of Brand Promise 00:40:01 - Defining Success Through Purpose 00:42:55 - Personal Reflections on Success 00:45:15 - The Importance of Health and Wellbeing 00:47:11 - Common Sense in Hygiene Practices 00:49:05 - Legacy and Impact of GOJO 00:51:45 - Community and Identity in Northeast Ohio 00:55:22 - Fostering Productive Debate 00:58:50 - Hidden Gem-----LINKS:https://www.gojo.com/https://www.linkedin.com/in/careyjaros/-----SPONSOR:Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company’s passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. To bring that vision to life, the company pioneered the group medical captive model — a self-funded health insurance solution that provides small and mid-sized businesses with greater control and significant savings.Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs.Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and over 200 other Cleveland Entrepreneurs.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/
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    1 h et 3 min
  • #213: Jodi Berg, PhD (Vitamix) Pt. 2 — Resilience, Succession, and Purpose
    Jun 12 2025
    Today, we’re picking up with the second part of my conversation with Jodi Berg, the former President & CEO of Vitamix.In Part 1, we explored Jodi’s career, the history, evolution, and family legacy of Vitamix, and her leadership journey in growing the company into the global brand it is today.In Part 2, we continue with her reflections on stepping away from the business—and dive deeper into her philosophy of purpose, the DANCE framework she’s developing to help others lead more intentional lives, and the wisdom she’s distilled from decades of research, teaching, and hands-on leadership and entrepreneurial experience.It’s a wide-ranging, deeply thoughtful conversation about what it means to live and lead with purpose—not to mention, a lot of fun. I’m so excited to share it with you.00:00:00 - Reflecting on Leadership and Culture 00:04:25 - Succession Planning in Family Businesses 00:06:56 - Navigating Leadership Transitions 00:13:44 - The Importance of Purpose 00:15:18 - Personal Experiences Shaping Purpose 00:19:34 - Helping Others Find Their Wings 00:26:33 - The Dual Nature of Purpose 00:35:23 - Impact of Personal Purpose on Company Culture 00:41:26 - The Impact of Personal Purpose 00:46:51 - Understanding and Helping Others 00:47:27 - Writing a Purpose-Driven Book 00:48:39 - The DANCE Framework for Decision-Making 00:56:20 - The Importance of Purpose in Decision-Making 01:02:42 - Discovering Superpowers and Purpose 01:03:26 - Innovating the Blender: A New Approach 01:10:05 - Technology and Purpose in Business 01:14:53 - Hidden Gem-----LINKS:https://www.linkedin.com/in/jodilberg/https://www.vitamix.com/us/en_us/Original Vitamix Infomercial: https://www.youtube.com/watch?v=Rm5IzzGPzQA-----SPONSOR:Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company’s passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. To bring that vision to life, the company pioneered the group medical captive model — a self-funded health insurance solution that provides small and mid-sized businesses with greater control and significant savings.Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs.Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and over 200 other Cleveland Entrepreneurs.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/
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    1 h et 21 min
  • #212: Jodi Berg, PhD (Vitamix) Pt. 1 — Delivering Quality, Leading with Passion, and Embracing Legacy
    Jun 5 2025
    Jodi Berg, PhD recently retired as the fourth-generation President and CEO of Vitamix, having joined the family business in 1997 with the directive to lead the company’s overseas expansion, later serving as director of international, household and commercial divisions, and then ultimately as Executive Vice President in 2007, President in 2009, and CEO in 2011.Under her leadership, Jodi built on the 100+ year history and legacy of her family’s business, — founded in 1921 and headquartered in Olmsted Township in the greater Cleveland area — to grow the iconic and beloved brand to what it is today, with expanded distribution to over 130 countries and over 400% organic growth during her tenure.As many are familiar with — Vitamix manufactures high-performance blending equipment for home and commercial use, with millions of consumers around the world who use Vitamix products to help achieve their personal health and culinary goals. The company’s commercial customer list reads like a “Who’s Who” of major restaurant chains, and gourmet chefs regard their Vitamix machines in the same light and improtance as they regards their knives.The company has an incredible history of innovation and invention and developed the first true commercial blender in the early 1990s, which ignited the smoothie movement, and has been named the Best-in-Class Overall beverage blender for decades by readers of Foodservice Equipment & Supplies magazine.As you’ll hear in our conversation, Jodi developed a highly intentional approach to leadership — centered on purpose and employee engagement — which she formalized, researched and earned a PhD in management from Case Western Reserve University’s Weatherhead School of Management and ultimatley leveraged to transform the organizational structure of Vitamix and its corporate vision, mission and culture.This was such a fun and unforgettable conversation — we actually got into such depth and breadth here that I’m breaking the episode into two parts that will cover Vitamix and Leadership across growing up in the family business and the familial lessons passed on, the evolution of Vitamix over the generations and the corresponding ingredients required order to thrive for over a century, balancing family legacy with innovation, lessons learned in hospitality and working at The Ritz Carlton, many personal stories and historical anecdotes about Vitamix that shaped her understanding of purpose and how it drives engagement and fulfillment in both personal and professional contexts, synthesizing her earned leadership wisdom into her upcoming book, why Vitamix is headquartered in Cleveland, helping people find their superpowers and a whole lot more… Jodi is an incredibly thoughtful teacher and operator and this really felt like a master class in all things business, leadership, and purpose. 00:00:00 - Introduction and Background 00:04:56 - Journey to Vitamix: A Family Legacy 00:19:23 - The Ritz-Carlton Experience and Lessons Learned 00:24:57 - Returning to Vitamix: Merging Passions and Purpose 00:25:27 - Family Legacy and Personal Growth 00:30:05 - The Evolution of Vitamix 00:36:43 - Balancing Legacy with Strategic Growth 00:42:53 - Changing Perspectives on Food and Health 00:51:00 - Creating a Community Around Food 00:58:02 - The Impact of Authentic Marketing-----LINKS:https://www.linkedin.com/in/jodilberg/https://www.vitamix.com/us/en_us/Original Vitamix Infomercial: https://www.youtube.com/watch?v=Rm5IzzGPzQA-----SPONSOR:Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company’s passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. To bring that vision to life, the company pioneered the group medical captive model — a self-funded health insurance solution that provides small and mid-sized businesses with greater control and significant savings.Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs.Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (...
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    1 h et 5 min