Wednesday, May 28, 2025

But I Can't Meditate!

A few months ago, I read Dan Harris’ book, “10% Happier: How I Tamed the Voice in My Head, Reduced Stress Without Losing My Edge, and Found Self-Help That Actually Works”. I learned about the book on Nadia Bolz-Weber’s website, and she highly recommended it for anyone, but particularly those of us who journey with those voices. Plus, I loved how she noted that Dan’s wife said the book should really be titled “90% Still an Asshole”.

I read the book, and I fell in love with it. I felt like Dan Harris and I were kindred spirits. OK, I was never a famous journalist and TV personality, and I’ve never worked in dangerous war zones to cover a story, but I’ve lived so many of the other pieces, the anxiety, the voices, the drug use, I could relate to what he was saying, and on a certain level, I was living his stories while reading them.

The crux of the book is to help his readers find the power of meditation and how it can transform your life, and once I was done with the book, I was sold. I had done some meditation at times, but never really that successfully. I decided I was going all in, and I subscribed to his app, so I could get emails, access to his website with various meditations, I was going to start meditating every day.

That lasted, I think, one day? I started out with an “easy” meditation, I had done this one before, it’s called “Loving Kindness Meditation”. There are some variations of this, but essentially you go through a list of people, someone you love, a mentor, an acquaintance, someone you don’t like, and then yourself, picture that person, and then say to them:

“May you be happy
May you be safe
May you be healthy
May you live your life at ease"

As noted, I think I made it one day. But then, it got much worse. What is amazing and incredible about Dan Harris is he truly believes in the power of meditation. Because of that, he sends almost daily emails with new meditations, advice, information, all sorts of helpful hints about how you can enhance your meditation practice. It was stressing me out….

I would let the emails sit in my inbox, unread, and they would pile up. Once I’d get about 10 in there, I’d take them all and move them to a separate folder, so I wouldn’t have to see them anymore. I’d tell myself that I’ll go back when I have time and read them all. I think I currently have 42 unopened emails in the folder, hanging over my head like Damocles’ Sword.

Thankfully, a few weeks ago, I got an email from Dan Harris that was titled something like, “Feeling guilty about not meditating?” This one I opened and read, and it was well worth it. It talked about all of those ways we are already meditating, even if we don’t sit in a lotus position, back straight, eyes closed, completely focused on our meditation. As he notes:

“No matter how little meditation you’ve done, you’ve almost certainly had moments where your anxiety and self-referential chatter naturally subsided somewhat. So just tune into those moments.”

That’s when I realized, I’ve been meditating all this time. No, not in a traditional way, but in my own way, and quite frankly, if for once I can say something good about myself, I think I’m doing it really well.

I started a morning routine, several years ago of doing plank and boat each day after getting up. It varied for a while, but now it is exactly the same, every morning, at least five days/week. I turn on YouTube, I watch and listen to two songs, Hillsong United’s “So Will I” and Casting Crowns’ “Nobody”. In many cases, I can’t actually see the videos, I can only listen, but it’s OK. What really struck me as I thought about this routine, is it has a certain amount to do with the music, it has a certain amount to do with the exercise, but the overwhelming part of it? The breath. Everything is geared to the breath. While this may bore you to tears, bear with me, there’s a reason for showing you this:

My Meditation Practice

Hillsong United – “So Will I” 
7 minutes, 2 seconds

·  Forearm plank – 18 breaths (OK, why 18? Who the hell knows, but that’s what it is)

“God of creation
There at the start
Before the beginning of time”

· Side plank, left side – 10 breaths
· Side plank, right side – 10 breaths
· Plank – 5 breaths
· Side plank, left side – 5 breaths
· Side plank, right side – 5 breaths

Casting Crowns – “Nobody”
3 minutes, 52 seconds

· Reverse plank or reverse table – 10 breaths (OK, one variation to the routine)
· Boat to low boat, back and forth – 10 breaths

“Well the moral of the story is
Everybody’s got a purpose”

· Low boat, scissor legs back and forth (10 breaths)
· Low boat, feet go wide, tap heels together (10 breaths)
· Low boat, swim the feet (10 breaths)
· Boat, rotate arms back and forth, right, center, left and back (5 breaths)

It took me such a long time to figure out, it wasn’t about the exercise, although I do need it. It’s not about the songs, although I do love both songs and the messages in them. Quite frankly, there are several songs I could easily substitute. It’s the breath. Finding the breath each morning, and consistently staying with that breath.

· Time – 10 minutes, 54 seconds, but really irrelevant
· How long am I holding the various plank or boat poses? – No idea
· Number of breaths – 108. To be honest, I just did the count right now as I was writing this. The number 108 is considered sacred and is associated with various aspects of divinity, wholeness, and the universe. OK, most likely this happened by dumb luck, but then again, maybe it didn’t….

I just got an email the other day from Anne Weidinger, an incredibly gifted yoga teacher. She loves hummingbirds, and she was espousing all of the great qualities that hummingbirds show and can teach us. The one I gravitated to was “abhyasa”. She had a definition in her email, but I wanted to explore further since it captured me.

“In the context of yoga and spiritual practice, abhyasa refers to consistent, dedicated, and sustained practice. It’s the effort and willpower needed to maintain a steady practice, not just in the physical sense of asanas, but also in the mental and emotional aspects of yoga, such as quieting the mind.”

I’ve found that my mornings, those 108 breaths, center me, allow me the ability to quiet my mind, and at least start the day in a good way. I’ve found when I go more than a day without this routine, I get out of sync, and I can’t wait to get back to my breath.

OK, I may have bored the shit out of you with the minute details of my daily practice, but as Casting Crowns would say, “Everybody’s got a purpose”. I hope that this will awaken in each of you what you’re doing each day to meditate and ground yourself. Dan Harris gave various examples, a walk in nature, holding a baby, watching a sunset, cuddling with your cat, give yourself credit! Think about the ways you are already meditating and embrace them, expand them, see where you can find your grounding. And breathe.

Friday, May 9, 2025

Where Everybody Knows Your Name

Sometimes you want to go
Where everybody knows your name
And they’re always glad you came 
(Excerpt from Cheers theme song)

Over the past few months, we’ve had some truly awful customer service experiences with some fairly large purchases.  One was a new vehicle for Laurel, and the other was new flooring in our home.  In each case, the treatment we received was almost comical, we had to laugh at times, because it was so incredibly bad.

I planned to write a blog post about each incident, probably titled “Customer DISservice”, and I believe I need to write them as a form of catharsis, to release the anger and irritation we experienced, and also to inform the public about the horrible service we received from these two companies.  But, as those of you who read my blog know (Laurel and my Mom), I love to write about great customer service, which brings me to Standardized Brewing.

For several years when we lived in Georgia, Laurel and I would frequent Slow Pour Brewing Company.  It started with Sundays, we would go to church, go to yoga, and then finish off the day at Slow Pour.  Soon, we started going on Friday also.  When I started taking Laurel there on Saturdays, she said, “We can’t come here all weekend!”, to which I replied, “Why not?”

We moved to Ohio a little less than five years ago, and we’ve tried various breweries in the area, but none of them quite captured us like Slow Pour did.  Then, I think a little over a year ago, we discovered Standardized Brewing.  The beer is great, but many breweries can make that claim.  What captured me initially was they had hot pretzels, which may take me back to my days going to baseball games and getting a hot pretzel at the game.  Whatever the reason, we started going to Standardized every Friday evening.

We then discovered their coffee.  As many of you know I’ve had an insane obsession with Starbucks for many years.  I have a Starbucks gold card, dated 2008, which I still use, and I oftentimes would go to Starbucks at least once a day, sometimes twice.  Thankfully, I’ve cut back on my coffee drinking, but we now go to Standardized at least each Saturday for our coffee, and also for whatever donuts they are serving that day.  They have a standard coffee menu, but they also have a special coffee selection that rotates periodically.  Their coffee is really good, and their personnel put a lot of time and love into each cup of coffee.  I can’t remember the last time I’ve been to Starbucks….
 

It All Started With Caroline
To be honest, though, it’s so much more than beer, coffee, pretzels and donuts.  Most of you aren’t nearly as old as me, but the excerpt from the Cheers theme song above is from a comedy show that ran mostly in the 1990’s (or as my students say, the 1900’s).  It was about a bar where people regularly frequented, and part of the appeal was, you knew everyone, and everyone knew you.  The running theme each show would be Norm coming in the front door, and everyone yelling “Norm!” when he entered the bar.  OK, no one yells “Steve!” when I come in the door, but it’s pretty close.

After we had been coming every Friday to Standardized, one evening, Caroline asked us our names.  We told her, and we learned her name.  She gave us both a big hug.  Do you know how that felt?  In most cases, especially as we get older, people really don’t notice you or care about you, I sometimes think I’m wearing Harry Potter’s invisibility cloak, but Caroline wanted to know our names, she asked about our family, she was genuinely interested in us.

And it didn’t end there.  There are various people who work there, but because of our religious Friday nights at Standardized, we are most often seeing Caroline, Tim and TJ.  They have our routine down pat, although we’ve been switching it up periodically with them, getting different beers or different snacks.  They always ask how our week has been, and they even notice if we’ve missed a week or if we’re in on an “odd” night.  A couple weeks ago, we were out of town on the weekend, and the next time in, Tim said, “Were you guys here on Friday?”  I still can’t believe he noticed.

The same holds true on Saturday mornings.  Most of the time, we see Wes, Emma and Melissa.  We
receive the same type of greetings, the same friendliness, the same great customer service.  They’ve grown to know our routines, and similarly, they notice us.  The one day I was in there, Melissa looked at me, and said, “Didn’t I just see you yesterday?”  As a matter of fact, yes.  And the one Friday when we were sitting having a beer, Wes just happened to be sitting at the bar, he looked over at us with a big smile and waved to us.

Built by neighbors for the community we love
While I believe that friendliness and a caring nature are inherent in each of these people, I also believe the attitude and great customer service always starts at the top.  Oftentimes, we will see Mark and Jason, the founders of Standardized, hanging out or working when we’re there.  They are always friendly and acknowledge us and several times have let us sample something that they’ve newly developed.  I pulled the line above from their website, it’s obvious that they live this in their business.

You can tell that community is at the center of Standardized, anytime we are in there, there are families, and children of all ages everywhere.  For me, that’s a huge part of the appeal, community has been lost virtually everywhere these days, but community has been created, and thrives, here.  I love to see all of the families gathered and enjoying time together, and the range of children laughing and playing, it’s non-stop activity.  And even the little ones notice us, as the toddlers go waddling  by, we’ll get a smile and a wave, and the parents appreciate that we acknowledge their children.  Laurel and I are probably not “officially” in the community that Standardized serves, we live about 10-15 minutes away, but we’re more than happy to share in what that community offers.  Great beer, great coffee, and outstanding customer service, not sure how we could go wrong.

Take it from a brewery connoisseur, you will love it there.  We sure do. 
 

Sunday, February 9, 2025

My Word for 2025: Surrender

I thought it was just me (but it isn’t) – Brene Brown
Nah, it’s me – Steve McCullough

Before I start, just a brief recap of the past four years and words to guide me:
2021 – Faith
2022 – Forgiveness
2023 – Gratitude
2024 – Kindness
I would consider all of them successful, at least on a certain level, the biggest shortfalls typically come when I turn them inward.  I haven’t gotten very good at forgiveness or kindness toward myself, but I still strive to get better.

In regard to surrender, this will be yet another lesson in “do as I say, not as I do”.  Well, hopefully I can
change that, and that is my goal.  I’ve spent most of my life, like a salmon, continually swimming upstream.  While I can’t complain about my life, it has really been incredible, it all could have been done so much easier.  As I continually fought the rushing currents against me, I could have just surrendered, and let the currents take me wherever they wanted.

Now, surrender isn’t giving up, surrender is just allowing what is to be.  I constantly have this mantra, that I really need to follow, do the best you can, and don’t get wrapped up in the results.  You can only do the best you can do.

It comes so much easier though when you just surrender.  Let me give you a prime example from where I learn most of what I learn – yoga.  When I just let the pose happen, it turns out so much better than when I tense up and work my ass off to get into a pose.  Just surrender, let it go, and if it happens, it happens, and if not, there’s always next time.

In all the other parts of my life, the story is the same.  I prepare and over-prepare for everything I do and pour my soul into whatever it is.  Best example lately is teaching classes.  I spend hours preparing, work weekends, try to design the perfect class.  In the end, I think for the most part, the classes go well but I can’t just accept that I did the best I could do.  I live and die based on the tests, and when my students don’t get perfect scores, or at least A’s, I go into a funk and try to figure out, where did I go wrong?

“We do not inherit the earth from our ancestors – we borrow it from our children”

On a much larger scale, this issue is tormenting me greatly.  In my mind, my generation is failing at this miserably.  I believe those who came before us gifted us with a better world than the world they started with, but through our greed, our selfishness, our hatred, those who follow us won’t see a benefit. 
 
Just a few snapshots of then and now that provide some perspective of where I’m coming from:

Back in the 1950’s, Jonas Salk invented the polio vaccine, which eradicated one of the worst epidemics in modern times.  He refused to patent the vaccine, giving up substantial profit and making it accessible and affordable to the world.  When asked, why didn’t you patent it, he replied, “There is no patent. 
Could you patent the sun?”

Today, we glorify the billionaires who, for the most part, have no moral compass and would gladly capitalize on any opportunity that came their way, no matter who suffered for it.  The lack of ethics that pervades business today is astounding, and quite frankly, I don’t think we care, we’re just happy if our stock prices, and retirement plans, keep rising.

Back in the 1970’s, Roberto Clemente, one of the greatest baseball players of all-time, died in an airplane crash while on a humanitarian relief effort to Nicaragua, after a devastating earthquake there.  His highest salary in his career was $150,000 (roughly $1m today with inflation).  One of the quotes I loved from him was “Any time you have an opportunity to make a difference in this world and don’t, then you are wasting your time on Earth”. Even though he didn’t make huge amounts of money based on today’s standards, he gave back and ultimately gave his life to help others.

The current minimum salary in Major League Baseball is $740,000 and there are several players making over $40m/year.    These types of salaries are spread out over all of our sports, and for those who say they watch college sports because of this, I’ll remind you that Texas A&M is paying Jimbo Fisher $75m not to coach.  I don’t begrudge the players, but I do begrudge us for pouring so much money into sports that allows this while there are so many in the world suffering, who we bluntly don’t even give a shit about.  Give us our luxury boxes, fuck the people starving throughout the world.

Last one, and this one is very close to home.  Back in the 1970’s, when we had an energy crisis, fuel was at a shortage, and gas prices were exorbitant.  My Dad had always bought and drove huge Oldsmobile’s, but he chose to do the right thing for himself, his family and the world.  He bought a Datsun 310, manual everything.  It was a tiny car, no air conditioning, no nothing, but it got fantastic gas mileage.  He recognized what the right thing to do was.

Now, even though we have global warming and issues with climate change, we go out and buy massive trucks for huge amounts of money that get maybe 15 miles/gallon of gas.  When the topic of global warming comes up, we put our hands over our ears, and like little babies we go “la-la-la-la-la” and ignore it.  We just keep on saying “Drill baby drill!”  Who cares if there’s a planet left for our children.

The worst part about all of this to me?  We still bitch about how bad we have it.  We constantly moan about the economy, and I don’t disagree that the economy isn’t great for the younger generations, I’m really not sure how they’ll ever be able to afford homes, but I have no earthly idea how my generation complains.  A couple of generations back was labeled “The Greatest Generation” made famous in a book by Tom Brokaw.  They lived through the Great Depression and World War II, which shaped them and made them more resilient.  Maybe too many episodes of “Keeping Up with the Kardashians” shaped my generation …..

Ultimately, while I’m disappointed and embarrassed about how my generation has lived our lives, there’s nothing on a large scale that I can do about it.  There are some people who have changed the world with great efforts, such as Mahatma Gandhi, Nelson Mandela and Martin Luther King, Jr., and there are some people I know like Jimmy Shafe, Dave Carr, MK Rogers and Jessica Woodside who work hard to change the world on a smaller scale.  We need people to continue to make these efforts, the world needs it.

That’s not me.  I will raise another great leader up, Mother Teresa, and as she once said, “Not all of us can do great things.  But we can do small things with great love.”  While I wish I could do more, I wish I could change the world, I will do my best to be content with the small acts I can do.  As I tell myself, I’m just a nobody.  With a purpose.  In the words of Saint Francis of Assisi, my daily goal is to “Preach the gospel at all times, and when necessary, use words.”

Do what is yours to do; don’t do what is not yours to do – Swami Rama

I recently went back and re-read Ishvara Pranidhana (Surrender) in “The Yamas & Niyamas”, and I found the quote above.  It falls in line with the Serenity Prayer, and I’ll close this blog with a beautiful and modernized version of the Serenity Prayer that Nadia Bolz-Weber posted recently. 
 
Serenity Prayer – Nadia Bolz-Weber’s version

“Dear God,
There’s so much to fear right now that I’m sort of losing track of what to worry about most.
So I’m gonna need some help focusing.
Show me what is MINE to do.
Then grant me the strength to do it, and the humility to rest knowing it is enough.
Help me remember that even if there is more to worry about in life right now, it does not mean that there is less to love in life right now.
So protect every inch of our joy, Lord.
And if you could help me stop reading shit on the internet, that might really help too.
Amen.”
 

Wednesday, January 8, 2025

The Beatitudes - My Version

One of the most beautiful messages in the Bible comes from the Gospel of Matthew, versus 5-12, where Jesus teaches the Beatitudes during His “Sermon on the Mount”.  While there are so many parts of the Bible that are inspiring, the Beatitudes encourage us to live a life of humility, compassion and with a strong desire for justice.  They are simply a way, or THE way, for us to lead our lives.

I recently created a prayer for my students, stealing from Jesus and the Beatitudes, with my own twist to it.  Of course I give Him full credit, and to ensure it’s abundantly clear, that’s not a picture of me delivering this message.  In the age of AI, you can never be too careful, there are probably some who would post the Beatitudes verbatim and take credit, but that’s for a whole different blog post.

Without further fanfare, here is my version of the Beatitudes that I pray for my students (with deep gratitude to Jesus for what he said, and also apologies for falling far short of His beautiful message):

Blessed are the students who absolutely nail my tests
They make me giddy inside

Blessed are the students who nitpick everything I say or write
They make me more precise and detailed


Blessed are the students who aren’t the best and brightest, but they listen, highlight, draw arrows, and do everything possible, and they get a good grade

Blessed are the students who barely come to class, do very little work, and somehow pass, because they remind me of me

Blessed are the student athletes, because someday they will be as enthusiastic and dedicated to their career as they are right now to their sport

Blessed are the students who say “I don’t understand” in class, because probably no one else does either, they’re just willing to speak up and it helps everyone

Blessed are the students who show up at the end of the semester and have done virtually nothing, bargaining for a grade, because it reminds me I’m not a counselor, coach or savior, I’m their teacher, and it may be the best thing for them to fail my class

Blessed are all the students, in every gender, shape, size or personality, because it takes all of us to make life so interesting, special and magical

Sunday, December 29, 2024

Life Lessons

 Unfortunately, you’ll probably have to learn these on your own


I recently posted one of my teaching techniques, “50 Shades of Fraud”, which I also expanded into another segment “What Would You Do?”  I use these as real-life examples of work situations, and I allow the students to tell me what they would have done in the situation before I tell them how I addressed the issue.  As I noted, in many cases, my students had a solution that I found better than how I handled it, but I obviously can’t change history.

Another technique I was planning on utilizing was telling my students “Life Lessons” that I learned over my life and career, but I deferred this one simply because we really need to learn our own life lessons for them to be most effective.  I can tell them all I want, what I learned, how I learned it, but I truly believe for a life lesson to be most effective, you really need to experience it fully.  There is one I do share because I believe it’s an important one for them to hear, and I’ll leave that one to the end. 

There are many more I could highlight here, I’ve unfortunately had many painful moments that have taught me a lot, and a few not so painful, but I’ll stop at the top ten I can think of:

Every Life Experience on the Journey is Valuable, Even the Hard Ones

The best illustration I can give of this one is working for a horrible boss.  I’ve had a few, two in particular, and it was extremely painful to work for them.  They were narcistic, habitual liars, had no respect for their employees, and really weren’t very kind or considerate people.  Most days, I dreaded being around them or having to work with them.

What I learned though is how I didn’t want to be treated, and I learned how not to treat people who work for me.  To be honest, I probably learned more from these bad experiences than anything else.  They were the antithesis of good bosses, or even good people, and it gave me role models not to strive for.

Ignorance is a Better Option than Bullshit

When I was at Barco Simulation, my supervisor in Belgium was Michel Vandeplas.  Michel was brilliant, a very smart person, who really knew our industry well.  Michel would ask lots of questions, and after a while, I figured out that in most cases, Michel already knew the answer, he wanted to see if I knew the answer.

Once I got smarter, I learned to just tell him, “I don’t know, but I’ll find out”.  I’d go back, research the issue, and give him a proper answer. 

Not everyone learned this lesson unfortunately, and it could be really difficult for salespeople in particular.  Michel would ask a question, and I’d be dying to advise the salesperson to defer on an answer, but they couldn’t help themselves.  They just had to answer.  The most painful was when one of our salespeople said he was working on a project with a university, and Michel asked what state was that university in?  The salesperson answered, he picked the wrong state, and of course, Michel knew the correct state and knew that the project was bullshit.

People Are Watching You

One of my less favorable traits is that I carry my emotions in my expressions.  When you are in a leadership role, that isn’t necessarily a good trait to have.

There were times when I was a Chief Financial Officer or General Manager, when I was deep in thought, and I would be walking around the building, scowling, thinking or worrying about something.  The next thing you know, there would be rumors or concerns about what horrible tragedy was happening in the company.  Eventually the rumor would work its way to me, and I’d have to assure everyone that the world wasn’t coming to an end, I just looked like it was.

Thankfully, the one person who worked for me for a great deal of time, Nancy Cox-Lupori, wouldn’t put up with it.  She’d come in and tell me, “Wipe that Snoopy-look off your face!”  It’s always good to have someone who can be brutally honest with you.

If You’re Trying to Prove You’re the Smartest Person in the Room, You’re Probably Not

When I was at WIKA, there were two individuals, we affectionately called Yogi and Boo Boo.  They used to love to pontificate on whatever the topic of the day was, going on these meandering speeches, using big words to impress, and never really coming to a point.  As our eyes would glaze over, one of my colleagues would often say, “What’s your solution?"  They never had one, they just liked to hear themselves talk and show us all how incredibly smart they were.

One of my other colleagues used to say, “If they think they’re the smartest person in the room, they’re obviously not, because Felix is.”  Some may disagree, but most of the time, Felix was either the smartest or one of the smartest, but you wouldn’t find him trying to prove it.  He didn’t need to.

Politics Unfortunately Do Matter

I’ve seen many examples of this in my career, but probably the best one is Michael Gerster, who was then the President of WIKA Instruments in the US.  In 2014, we were in the midst of a record sales year, record profitability year, we were just crushing it that year. 

Easter weekend, I was out of town visiting my son Sean at college, and I got the call that Michael had been fired.  The shock and sadness were devastating.  I couldn’t believe it, but in a way, I could.

I was copied on all of the board minutes from WIKA Headquarters in Germany, and when I read them, there was always a negative spin to everything we were doing.  No matter how good our numbers were, something was said to rain on our accomplishments.  I would bring the minutes to Michael, I would express my concern, but Michael would brush it aside, he said there was nothing to worry about.

And that was just it.  Michael just didn’t play the political games.  He did a great job, he was a great leader, but he didn’t manage his boss, and he didn’t manage his peers.  He had no clue he was in trouble, and he didn’t realize at that level, politics do matter.

Yogi Berra Was Wrong, It’s Not Deja-Vu All Over Again

Again, I could give various examples of this, but the best one I can highlight is when I took over as

General Manager at WIKA Sensor Technology.  It was virtually identical to when I took over as General Manager at Barco Simulation.  My time at Barco Simulation was probably the most fulfilling experience of my career, and I thought I was heading for a repeat performance.

Sadly, it was very far from the truth, and there were so many reasons for that, but part of it was probably my attitude going in.  I had an expectation from my prior experience, and I thought I could duplicate it, and even do it better based on my past experience.  Wow, was I ever wrong, it was a different situation, different company, different people, different industry, and really, a different me.  You can’t just go into a situation thinking it will be just like something you’ve done previously, there are way too many variables to take anything for granted.

Words Are Like Bullets, Once They’re Out, You Can’t Get Them Back

Another one where I have so many great examples, but I’ll pick the best, and it happens to be a personal one with Laurel.

Years ago, we were trying to sell our house, it wasn’t going well, and I was losing my mind.  OK, that’s a common occurrence for me, but I was desperate to control our financial situation.  So I developed an incredibly brilliant plan.  I would introduce a Purchase Order Policy within the home!  I think I’m already hearing sounds of horror coming from anyone reading this.

The one Sunday morning, it just happened to be Mother’s Day, I introduced the concept to Laurel.  As I did, and I saw the look on Laurel’s face, I was visualizing reaching my hands out and dragging those words back into my mouth, so that she wouldn’t hear them and wouldn’t have that look on her face.  No, too late, the words were out, they hit the target and exploded.  There was no getting them back.

Set Realistic Expectations for Yourself and Everyone Around You

I wish I could say that I’ve learned and improved on this one, but for the most part, I haven’t.  In so many instances in my work and personal life, I set conquering the sun, the moon, the stars as my goal, and when I only conquer the sun and moon, I’m disappointed. 

I was never satisfied with what I, or more importantly we, accomplished, and I always wanted more, to hit those unrealistic targets I set for my team and me.  If you always set your sights too high, you’ll never hit the mark, and you will forever be disappointed.  I’m trying now, but still, I’ll be grading tests, and when the grades aren’t quite where I’d like them to be, all A’s of course, I dwell on what did I do wrong teaching this topic?  Still, a work in progress.

No One Went to Their Grave Wishing They Worked More

This is the one I share with my students, because I believe it’s so valuable for them to hear.  At various points in my career, I put work first and foremost above anything else.  This was particularly true when I worked at Barco Simulation.  There was at least one year, probably more, where I pitched a shutout.  I missed all four children’s birthdays, Laurel’s birthday, our anniversary, and my birthday.  I was out of town for every special moment, and that doesn’t count all of the games, concerts, Halloween or whatever else I missed along the way.

Of course, you can’t get those back.  I tell my students, don’t be like me.  Live your life, have a balanced life, enjoy your life.  Don’t wait until it’s too late.  

You’re Never Too Old to Learn.  And Change.

When I finally figured out that I bled Barco red, but that really didn’t ultimately matter in the big scheme of life, I changed.  Sure, I still worked hard, but I worked on balancing my life.  I spent time on the important things in my life, not just trying to outwork anyone and everyone.  I’ll bring Felix back into this, once I told Felix, “I can outwork anyone!”, and Felix replied, “That’s really not a good thing.”

And after watching Laurel practice yoga for many years, I finally took it up about seven years ago, and it has been one of the greatest life-changers I could experience.  And finally, about two years ago, I learned to breathe.  For those of you who know how to breathe, you get it, and for those who don’t, it is one of the greatest gifts you can give yourself.  You’re never too old to learn.

I’ll stop at 10, for those who know me, you know I have many stories of screw-ups where I learned a very valuable lesson, but I figure 10 is enough.  And as noted, we typically have to learn these on our own.  I can tell you what it’s like to try to introduce a Purchase Order Policy to your spouse, but you may have to learn that one on your own.  Seriously, don’t do it, it’s a bad, bad idea.  Trust me on that one.

Thursday, December 19, 2024

Fifty Shades of Fraud

One of the teaching methods I’ve used for several years is called “50 Shades of Fraud”.  For those who have seen the movie “50 Shades of Grey” (to be honest, I haven’t), I plagiarized the title for my purposes, but we’re talking accounting, so obviously, this isn’t nearly as exciting. 

On a certain level though, it is exciting.  I’ve grown to really enjoy the topic of fraud and ethics in my courses, and there’s a wealth of great material out there about people finding ways to steal and justifying it for whatever reason they come up with.  One of the foundations of fraud theory comes from Donald Cressey’s Fraud Triangle.  According to Cressey, fraud results from the convergence of three factors: pressure, opportunity and rationalization.  Basically, if for some reason, someone feels pressure to steal because they need money, if they have the opportunity where they work, and they can somehow rationalize it, they will do it.  Simple example would be I have medical bills mounting up that I can’t afford to pay, I’m in a position at work where I have access to the company’s bank accounts, and I feel like the company owes me because I’m a really good employee.  If you read the fraud cases, there are a number of situations that somehow fit this pattern.

It is estimated that 85% of the population would commit fraud given the right stimulus or tipping point, and 5% would do so regardless of the conditions.  This leaves only 10% who would not commit fraud under any circumstances.  Really, pretty sobering statistics, no idea how accurate, but this is based on fraud studies, so I would tend to believe they aren’t that far off.

Now many of us have heard about Enron, WorldCom, Tyco and Bernie Madoff, situations where people in power stole billions of dollars, but there are an incredible number of cases in places near and dear to us: churches, local government, non-profit entities.  These types of organizations are ripe for the taking, mainly because people are so trusting, and it’s usually perpetrated by someone who has been working there for years and has the trust of everyone.

For my classes, I present a scenario from my work career, one where I crossed an ethical line, and ask them, “On a scale of 0-50, how would you rate this on the Fraud Scale?”  Before anyone gets too excited, for the most part, the situations typically aren’t that exotic, and I would embellish the stories because I couldn’t come up with enough exciting material for this, but I do have a few moments of questionable ethical choices in my career that I can share with them and give them some learning moments and see what their reaction is.

What’s been great about each of these ethics segments is the interesting answers I get from some of the students.  One of the ones that has been the most enlightening to me has been when I talk about “Sandbagging a Budget” to corporate, a universal practice I’ve seen and used throughout my career.  I describe the process of submitting a budget to corporate and understating anticipated revenues and overstating anticipating expenses to make the budget more reasonable or achievable.  I’ve gotten some incredible reactions, and in many cases, I’ve been told that they would rank what I did as a 40 or even a 50.  I’ve defended myself by saying, “Everyone does it!  If I didn’t sandbag the budget, corporate would think I did, and make me push our numbers even higher!”  They don’t buy it.  And they shouldn’t.  The best analogy I can come up with is when athletes use performance enhancing drugs, and they justify it by saying “Everyone does it!  I have to take PED’s so that I can compete!”  Do we buy that?  No, we don’t and shouldn’t.

I had a few more that were less serious, and I really ran out of great examples of questionable ethics that I committed, and I eventually had to introduce another segment, “What Would You Do?”, where I would describe personnel situations I’ve dealt with and I get their feedback on how they would have handled the situation.  In some cases, I get a hardline response, “I would have fired them!”, and then sometimes, I get some great responses that make me think, “I wish I would have taken that approach.” 

This whole process has taught me a lot, I’ve grown to really value my students’ opinions, they make me re-evaluate each situation in a different light.  I keep trying to come up with more, different scenarios, and I’ve remembered a few more from my past, some are a bit weak, some I have to embellish a little more, but I still think it’s good learning material for students who will be entering the work world very soon.

But there is one “50 Shades of Fraud” that I use for every class.  It is by far the most egregious act I’ve ever committed, it happened over 20 years ago, and I still suffer from the memory of it. 

I was a General Manager, and we had a major customer/partner that we worked with.  They were incredibly arrogant, and they treated my personnel like shit, but we did a lot of business with them.  They tended to believe they were much smarter and better business people than we were.  The one time, somehow, someone made a mistake on their part, and they overpaid us on a project.  When my accounting group brought it to my attention, I said, “OK, if they’re so smart, let’s see if they figure it out.”

They didn’t.  And we kept the money.  Now, it wasn’t a huge amount of money, but it wasn’t our money.  Why did I do this?  Great question, and I wish I had a great answer.  Pride?  Ego?  Anger at how they treated us?  Could be many things, but it just doesn’t matter, what I did was wrong. 

I’ve shared this story with my therapist, and she vehemently tells me that I shouldn’t share this story with my students.  Every time I raise it each semester, I get the shit kicked out of me by my students and told what an awful person I am.  She obviously doesn’t feel this is a wise decision on my part. 

Here’s a sample from one of the students I respected the most from one of my MBA classes, she really nailed it:

“O.Em.G. My mouth dropped on this one when I got to the part of over payment "let's see how smart THEY really are" and did not give it back. Devil’s advocate here, totally get it. NOT your fault, that is on them. Wouldn't that be like someone dropping money on the ground who "just" so happened to be walking in front of you, YOU did not say anything after picking it up to pocket it for yourself. Wonder when they will find out they lost it, let's see.   50 shades of FRAUD 100/50. Lol”

It’s kind of funny, the part about someone dropping money in front of me really hit me.  Of course I’d give their money back!  Oh….

I still share this situation every class, every semester.  And do you know why I do it?  It’s not to get the shit kicked out of me, I’m already really good at that, it’s for them to see what it does to me.  I committed this act over 20 years ago, and it still haunts me.  At the end of the semester, I bring this situation up again, and I tell them, “This happened over 20 years ago, and see what it’s done to me.  If you ever get into a situation where you have to choose the right path, or violating your ethical principles, I want you to think about me.  I want you to think, do I want to suffer for a moment of bad judgment for the rest of my life?” 

I hope none of them ever face a situation where they have to make an ethical decision like this, but based on my experience, I’m sure they will.  I hope that if I’ve taught them nothing else in my classes, I’ve taught them the value of ethics and the value of doing the right thing.  And of course the consequences of not doing the right thing.


Friday, November 1, 2024

Fonzie Jumped the Shark!

 Editor’s Note: Many years ago, before most of you were born, there was a family sitcom called “Happy Days”.  Great show, great family values, funny, but it stayed on the air much too long.  The moment where it became really evident the show needed to die was when one of the main characters, Fonzie, literally jumped a shark on water skis.  That seemed to signal, it’s time for Happy Days to die a timely death.  The phrase “Fonzie Jumped the Shark” became a metaphor for it’s time to move on.


While I’m not a fan of him, or would ever vote for him, we’ve reached a point where something has to be done.

He’s gone off the rails in so many different directions, even the most rapid of the MAGA cult are growing tired of his shtick, they’re walking out on his rallies, and it’s not good for anyone.  Whether it’s talking about Hannibal Lecter, the size of Arnold Palmer’s penis, windmills, or sharks, his ramblings are nonsensical.  What gets worse is when he talks about real issues like tariffs, global warming or grocery prices, he just isn’t very bright, and he really doesn’t have much of a clue of how these things work.  To try to keep his cult happy, he’s gone off on hate-filled racist lies about immigrants, which may fire up the base, but it’s really not good for the country. 

While all of this has been entertaining on a certain level, except for the racist rants, Fonzie finally jumped the shark.  He played music for 40 minutes or so at a rally recently, rather than answering questions, and danced and mouthed words to keep people entertained.  Does anyone really want to watch an old white guy in horrible physical condition dance around the stage for 40 minutes to his favorite tunes, especially YMCA? 

While this has been really, really entertaining to many of us, he’s become the Clown Prince of Comedy, this is serious stuff.  He may be the next president of this country, and we really need to get him on track. 

I’ve come up with a solution, and for the good of our country, I’m going to offer up what I believe will keep him focused, on track, and hopefully not spewing racists lies at his rallies.

I’ve developed some crisp talking points, they’re short, and even with his apparent dementia, he should be able to get through them without digressing, as long as we keep the teleprompter in front of him.  Plus, they are focused very much on him, which is by far what he likes talking about the most, so he should be able to stay on course.  I’ve developed four, I can come up with plenty more, but I homed in on some of the most important topics that he can address and at least make him sound somewhat presidential.

The first one is to highlight his great respect for those who served our country and the sacrifices that were made to protect our country:

Back when I was in ‘Nam, I was flying in a helicopter with Bob Duvall and Marty Sheen, and I could tell they were scared, they were white as ghosts.  There were missiles flying all around us, I got it, I could understand why they were scared.  Me?  Hell, no, I’m not a loser, I knew the VC’s could never shoot us down.  I tried to lighten them up, so I said, “Don’t you love the smell of napalm in the morning?”  Bob looked at me, and said, “Donnie (Bob always called me Donnie), that’s a great line, can I use it?”  I said, of course, just give me credit for it.  He never did, but that’s OK, everyone knows it’s my line.  It was a great day, we destroyed the VC’s and made Vietnam a much safer place.

The second focuses on catch phrases, key talking points that people can remember.  Think, “We’re going to build a wall, and Mexico is going to pay for it”:

Back when Martin Luther King was going to give his big speech in Washington, I could tell he was really nervous.  It was a pretty big crowd, nowhere near the size of my crowds, but still, for him a big crowd.  I said Doc, you got to grab them from the beginning.  Get them excited.  He said, “Donnie (he always called me Donnie) what would you do?”  I said you need to come up with a tag line, something that everyone will get excited about.  Doesn’t need to mean anything, doesn’t matter, just a line.  Out of the blue, I thought, “I have a dream!”  Came to me just like that.  I told Doc, say I have a dream!  Immediately, people will start dreaming, some about a juicy Big Mac, some about having sex with Ivanka, doesn’t matter, they won’t hear another thing you say.  They loved it, crowd went wild, nothing like one of my crowds, but it was a great day.


The next one is really strategic, it’s about golf, and everyone knows, old white guys love to talk about golf, evidenced by the first Presidential debate:

Back when Tiger Woods was the captain of the Ryder Cup team, he came to me and said, “Donnie (Tiger always called me Donnie), I know we could win the Ryder Cup if we had you on the team, but there are so many whiny babies on the PGA tour, they would complain if I put an amateur on the team, even though you’re a better golfer than any of us”.  I said, “Tiger, I understand, it really wouldn’t be fair for me to do it, it would just create too much controversy.”  Did they win?  Hell, no, I knew they couldn’t win without me.  But, I gave Tiger some advice, and he used it.  I told him, if you lose, just say the match was rigged.  And keep on saying it over and over and over again.  Doesn’t matter if you have any evidence, the more you say something, the more people believe it.  And they did, everyone said that America got screwed in that Ryder Cup match.  It was a great day to be an American.

The last is the most important, it speaks to his love of God and his close and deep relationship with God:

I was lying in bed the one night, all alone, and I was starting to doze off, when I heard a voice, “Donnie, it’s me, God”.  Well of course I knew it was God, He always calls me Donnie.  He said, this country is going to Hell in a handbasket, and we need to do something.  I tried sending a couple hurricanes to destroy a bunch of liberals, but they diverted them, and it only hit a bunch of good, Christian Nationalists.  I’m thinking about sending down some she-bears to rip some people apart.  I said, “God, I know what you mean, but I think I have a better solution.  How about I put together a Bible.  But not just any Bible, a Bible that has my name on it.  I’ll call it the “God Bless the USA Bible”.  With your words, and my name on it, we can get people reading the Bible again.  The best part is I’ll have it made in China, so I’ll make a small fortune on it!”  God loved the idea, He said, “Donnie, you are amazing.  Don’t you ever worry, if anyone ever tries to assassinate you, I’ll always be there to redirect those bullets.  You’ll always be just like a son to me.”

OK, I may have taken a few liberties with the truth, but really, nowhere near the liberties that he takes.  Plus, it’s really quite entertaining, and no one gets hurt.  No more discussions on real issues that he knows nothing about, and no more hate-filled racist rants.  Very simple stories, easy for him to repeat over and over, and the cult will love them and eat them up. 

As noted, if this works, I can come up with many more of these, I just want to make him sound presidential rather than like a babbling lunatic, since it appears he may become our next president no matter what spews out of his mouth, so it would be good for him to sound at least semi-intelligent.  If that’s possible of course.

Sunday, September 29, 2024

What Leadership Looks Like

 For the Strategic Management course I’m teaching at Ohio Dominican University, I recently presented the topic of “Conscious Leadership”.  One of the learning outcomes was “exhibiting an appreciation for the importance of integrating ethical concerns with business objectives and strategy”.  There was a lot of great reading material, information about various leadership styles, examples of great leaders, really, a wealth of good information.

As I often do, I took my own road. I thought back and found some great speeches illuminating leadership that culminated movies I loved.  Some examples:

  • Kurt Russell giving his motivational speech to the Team USA hockey team right before they stepped on the ice to play the unbeatable (well, maybe not!) Russian team in the 1980 Olympics memorialized in “Miracle”.
  • Keanu Reeves in the huddle for the last play of “The Replacements” giving his teammates that last bit of inspiration they needed to win the game.  I love this movie, and one of my favorite all-time movie lines, “Winners want the ball, when the game is on the line”.
  • Robin Williams breaking all of the rules and teaching his students what they really needed to know in “Dead Poet’s Society”.  “Rip It Out!”
  • Al Pacino in his epic rant at the end of “Scent of a Woman”, allowing Charlie to stay in school rather than get expelled.  “When the shit hits the fan, some guys run and some guys stay!”

OK, maybe I got more out of this part than my students, I tend to believe great cinema is lost on the youth, they have too much information bombarding them all day to appreciate great drama.  As usual, I digress.

What I thought might be more useful for them and might impact them more was to hear some of my experiences regarding great leadership.  I worked in the business world for about 40 years, and I saw my share of great leaders, and not so great.  I think each of us has our own perception of great leadership. There are many types of leaders, and not all of us view a leader the same way, but I gave them examples of what I believed great leadership looks like.  I started with someone famous, I’m sure not familiar for them, but still a famous person from our country, who personified great leadership:

Dwight Eisenhower

I’ve read about Mr. Eisenhower before, but his story is compelling for several reasons.  He started out growing up very poor in a small town in Kansas, where most of the children never made it through high school.  His early military career wasn’t much better, and no one would have ever imagined where he would end up in life.  He ranked 125th out of 164 men at West Point and was constantly in trouble for misbehaving.  One of his most important lessons was to smile even at adversity.  After a knockdown from a boxing coach, the coach said, “If you can’t smile when you get up from a knockdown, you’re never going to lick an opponent.”

This comment resonated with me, I often had situations at work where I was deep in thought or worried about something, and my personnel would see me looking this way.  Within a short period of time, rumors were flying about what was going wrong in the business.  People watch you; people see how you are acting.  As Mr. Eisenhower said:

“I firmly determined that my mannerisms and speech in public would always reflect the cheerful certainty of victory – that any pessimism and discouragement I might ever feel would be reserved for my pillow.  To translate this conviction into tangible results, I adopted a policy of circulating through the whole force to the full limit imposed by physical considerations.  I did my best to meet everyone from general to private with a smile, a pat on the back and a definite interest in his problems.”

 

After his inauspicious beginnings, Eisenhower went on to the Command and General Staff School where he finished first in a class of 245.  He became the Supreme Commander of the Allied Expeditionary Force in World War II, a Five Star General in the US Army, and the 34th President of the United States from 1953-1961.  One of his key attributes was that he always gave credit to his people when things went well, and he always took the blame when things didn’t go well.  He fully supported those who worked for him.

 

I think I found Mr. Eisenhower’s leadership style so compelling because it so closely matched the leadership style of the greatest leader I worked for: 

Jim Crane

Jim did more for my career than anyone else, even me.  He saw something in me, that others probably didn’t see, and I also didn’t see.  Early in my career at Barco, I served in various divisions as a Controller.  I would have probably spent my life as a Controller, but Jim kept encouraging me to look higher, grow my career into something more.  While there is nothing wrong with being “just” a Controller, I was excited, and scared, to strive for something more.  Jim put me into a role at Barco Simulation as an Operations Manager.  Eventually, I was elevated to the position of Site Manager, and eventually General Manager.  None of this would have ever happened if Jim hadn’t seen something in me.

 

Jim was undoubtedly a “Servant Leader”.  Jim had so many traits similar to Mr. Eisenhower, but some key ones that made him such an incredible leader were: 

  • Similar to Mr. Eisenhower, he passed out credit to his personnel when things went well, and he absorbed the blame when they didn’t.
  • He had a great deal of patience and allowed people to work their way to a solution rather than dictating how to get there.
  • He emphasized celebrating success; he wanted people to feel good about our accomplishments
  • He would allow personnel (me) to vent their concerns, express their displeasure about decisions, and would hear them out, but you also knew when the conversation was over.  It still felt good to at least get to air your feelings.
  • He was very forgiving of mistakes, even when they were monumental mistakes.  You knew what you did was wrong, but once it was done, it was done.

 As I said, my career would have been very different if it weren’t for Jim Crane.

 

The other great leader I had the pleasure to work for was completely different, but great just the same, he was larger than life:

 

Michael Gerster


As noted, Michael was larger than life, in so many ways.  Michael is relatively tall, and he has this presence about him.  He would briskly walk through the building, stopping everywhere to talk to anyone and everyone, he always wanted to hear what people had to say.  He talks in a deep, booming voice, and to be honest, when I first started working for him, I didn’t think I could do it.  He was always yelling at me, and I couldn’t figure out why he was always yelling.  It wasn’t until we had a meeting with our auditor, Jan Fischer from Roedl, that I understood.  We were leaving the meeting, and Jan was laughing, and I asked why.  He said, “typical guy from Cologne (Germany).  They always yell when they talk”.  I finally figured out Michael wasn’t yelling at me, it’s just how he communicated.

 

For those a bit older like me, we had this phrase, mostly related to sports.  We’d say, “I’d run through a wall for him.”  Michael was one I would run through a wall for.  He was a great leader, and our people would do anything for him.  Some key traits Michael possessed: 

  • Michael is probably a Transformational Leader, he is always looking to do whatever he can to improve the processes and the business.  We would complete a week-long Kaizen event, we’d be exhausted, and Michael would say, “What can we do better?”  He never was satisfied, but it was really in a good way, he just wanted us to be as good as we could be.
  • He is comfortable with business leaders, but he is also very comfortable with people on the factory floor or anywhere within the business.  Michael would walk the factory floor, talk to the people, find out what was going right or wrong, and then he would come to our Senior Management meetings and tell Klaus and Erich, our Operations leaders, what he found out by talking to the people on the shop floor.  Our people loved Michael, with good reason, he cared about them and cared about what they had to say.

 As noted, Jim and Michael are no doubt the best leaders I’ve ever worked for.  I’ve worked for many leaders, most are in the middle of the road, and then:

 

If You Don’t Have Anything Nice to Say ….


OK, I have worked for two poor leaders, but I won’t mention names, that wouldn’t be appropriate.  But I will note some of the behavior that I found distasteful in their leadership styles: 

  • They were habitual liars.  In one of the cases, I really believe he was a pathological liar, he would lie to me about the financial statements that I prepared.
  • They treated employees like indentured servants.  They really showed very little value for the people that worked for them.
  • They spent the company’s money like there was no tomorrow, at least spending it on themselves.
  • They ran the business individually, rarely involved senior leadership in any important decisions.
  • Neither of them had any regard for women, particularly in any type of leadership position.
  • They were both unethical, no moral compass whatsoever.

As I went through this process, teaching my class about what leadership looks like, I came to a conclusion or feeling about it, at least for me.  I think you can see, Jim Crane and Michael Gerster were completely different in their leadership styles, but in their own way, they were great leaders.  In the case of two poor leaders, I’m not sure if it’s my value system that is guiding me or that poor leaders have common traits, really not sure.

 

From my perspective, I really struggle when people are dishonest.  I had a difficult time working with, or even talking to, either of these individuals, they had such a propensity to lie.  The other for me is how you treat those around you.  My Dad was a truck driver, and he always taught me, no matter what someone does in an organization, you value them.  Everyone is important.  I didn’t appreciate the way they treated others, putting them in a caste system or ranking based on where they fit in the organization. 

 

I’m really not sure there is a formula for being a great leader, it comes in many sizes and shapes, and besides the two great ones I’ve noted, I’ve seen some really good ones, throughout the organizations I worked for.  Maybe at the core is the antithesis of the poor leaders I identified.  Honesty, valuing personnel, no matter where they are in the organization or what they look like, those are the critical aspects, and how you display your leadership is a matter of personality or style.

 

The good news is, I learned so much from all the leaders I’ve encountered, but specifically, these four.  I learned what great leadership looks like, and I’m so grateful I had the opportunity to work for Jim Crane and Michael Gerster.  In the case of the other two, I learned some valuable information also.  I learned how I don’t want to be treated, and how I won’t treat people who work with me.  All in all, great lessons.