John Fullerton: The Emergence of Regenerative Capitalism

Next Economy Now highlights the leaders who are taking a regenerative, bio-regional, democratic, transparent, and whole-systems approach to solving social and environmental challenges.

The goal of this podcast is to identify the trends, tips, and best practices that will help listeners better harness the power of business as a force for good.

In this episode, Ryan Honeyman interviews John Fullerton, Founder and President of Capital Institute. Capital Institute is a nonprofit that is working to explore and effect the economic transition to a more just, regenerative, and sustainable way of living through the transformation of finance.

John is also a recognized impact investment practitioner as the Principal of Level 3 Capital Advisors, LLC. Level 3’s direct investments are primarily focused on sustainable, regenerative land use, food, and water issues.

Previously, John was a Managing Director of JPMorgan where he worked for over 18 years. Following JPMorgan, and after experiencing 9-11 first hand, John spent years embarked on more entrepreneurial ventures as an impact investor while engaging in deep study of our multiple interconnected systemic crises that led to the founding of Capital Institute in 2010.

He is a Co-Founder and Director of Grasslands, LLC, a holistic ranch management company in partnership with the Savory Institute, and a Director of New Day Farms, Inc., New Economy Coalition, and Savory Institute. He is also an Advisor to Armonia, LLC, a Belgian family office focused on impact investments, RSF Social Finance, and to Richard Branson’s Business Leader’s initiative (“B Team”).

In this interview, Ryan and John discuss a number of topics, including:

  • How John went from a career on Wall Street to being a leader in the field of regenerative capitalism

  • The eight principles of regenerative economics

  • Carbon sequestration, holistic management, and climate change

  • The thought leaders and books that influenced his thinking over the last 20 years

  • How consciousness intersects with systems design

  • Whether the is optimistic or pessimistic about the future

  • And much more

To listen to this podcast, please click the image at the top of the article.

In addition to listening on B the Change Media, you can listen/subscribe to Next Economy Now on iTunes, Overcast, Stitcher, or your favorite podcasting platform.

Kat Taylor: Can a Bank be an Agent of Radical Social and Environmental Change?

Next Economy Now highlights the leaders who are taking a regenerative, bio-regional, democratic, transparent, and whole-systems approach to solving social and environmental challenges.

The goal of this podcast is to identify the trends, tips, and best practices that will help listeners better harness the power of business as a force for good.

In this episode, Ryan Honeyman, a Partner at LIFT Economy, interviews Kat Taylor, Co-Founder and Co-CEO of Beneficial State Bank.

Beneficial State Bank is a Community Development Financial Institution (CDFI) whose mission is to bring beneficial banking to low-income communities in an economically and environmentally sustainable manner. The bank’s revolutionary ownership mandates that any distributed profit be invested in the low-income communities it serves and environment upon which we all depend.

Kat is also a Founding Director of TomKat Ranch Educational Foundation (TKREF), dedicated to inspiring a sustainable food system through ranching, training, tours, research, and school food and garden programs. TKREF owns the social enterprise LeftCoast GrassFed, humanely raising cattle and other livestock for the benefit of people and the planet.

Kat serves and has served on many non-profit boards including the Harvard Board of Overseers, Ecotrust, Good Samaritan Family Resource Center, ProPublica, CuriOdyssey, Insight Prison Project, KQED and Yerba Buena Center for the Arts. She graduated from Harvard College and earned a JD/MBA from Stanford University. Tom Steyer, Kat's climate/energy activist husband, and she have four grown children.

In this interview, Ryan and Kat discuss a number of topics, including:

  • How Beneficial State Bank is addressing systemic challenges in our financial system

  • The debate about growing her bank or staying the same size, and why she believes that it is hard to shift economic prosperity without at least some growth

  • Why Kat and her husband Tom Steyer are focused on banking, climate change, and regenerative agriculture

  • The books, organizations, and thought leaders that have influenced her thinking

  • The one thing that anyone listening can do to make a difference in our financial system

  • And much more

 

To listen to this podcast, please click the image at the top of the article.

In addition, you can listen/subscribe to Next Economy Now on iTunes, Overcast, Stitcher, or your favorite podcasting platform.

Joel Solomon: Mission Venture Capital and the Clean Money Revolution

Next Economy Now highlights the leaders who are taking a regenerative, bio-regional, democratic, transparent, and whole-systems approach to solving social and environmental challenges.

The goal of this podcast is to identify the trends, tips, and best practices that will help listeners better harness the power of business as a force for good.

In this episode, Ryan Honeyman, a Partner at LIFT Economy, interviews Joel Solomon, Chairman of Renewal Funds. Renewal Funds is Canada's largest mission venture capital firm, with $100M in assets under management.

From 1993 to 2008, Joel managed the Family Office activities of Carol Newell. Together, they pioneered an integrated use of capital for social impact that is now growing as a strategy for deep mission investors.

Today, Joel serves as a Senior Advisor with RSF Social Finance and speaks frequently throughout North America, including a 2012 TEDxVancouver talk. He is a founding member of Social Venture Network (SVN), Business for Social Responsibility (BSR), the Tides Canada Foundation, and is board chair of Hollyhock. Joel has received a Lifetime Achievement Award from SVN and was recently inducted with Carol Newell into the SVN Hall of Fame.

In this interview, Ryan and Joel discuss a number of topics, including:

  • How Joel first got started in impact investing

  • Balancing market rate returns with investing in companies that benefit society and the environment

  • The 2-3 portfolio companies that Joel is most excited about

  • How Renewal Funds measures impact

  • Joel's upcoming book: The Clean Money Revolution

 

To listen to this podcast, please click the image at the top of the article.

In addition, you can listen/subscribe to Next Economy Now on iTunes, Overcast, Stitcher, or your favorite podcasting platform.

John Finger: How Hog Island Oyster Co. Balances Social, Environmental, and Financial Performance

Next Economy Now highlights the leaders who are taking a regenerative, bio-regional, democratic, transparent, and whole-systems approach to solving social and environmental challenges.

The goal of this podcast is to identify the trends, tips, and best practices that will help listeners better harness the power of business as a force for good.

In this episode, Ryan Honeyman, a Partner at LIFT Economy, interviews John Finger, Cofounder and CEO of Hog Island Oyster Company (the world’s first “bay to bar” shellfish company to certify as a B Corp).

In 1983, John Finger and Terry Sawyer, two young marine biologists, borrowed $500 from their families and planted oyster seed on a five-acre lease in Tomales Bay, CA. They began with the aim of growing the highest quality, local Pacific oysters for San Francisco’s half-shell market.

Today, Hog Island Oyster Co. leases one hundred and sixty acres in Tomales Bay, CA and sells over 5 million oysters, Manila clams and mussels per year. The company operates restaurants in San Francisco and Napa and an outdoor oyster bar, picnic tables, and retail shop at their farm in Marshall.

The company is known for creating a culture of people who care about their communities, their environment, and the customers they serve. Hog Island calls this their ‘Bay to Bar’ philosophy –every step, and every person, plays an equally important role in setting and meeting the company’s high standards for great food and great service.

In this interview, Ryan and John discuss a number of topics, including:

  • Why John and the Hog Island team decided to take on outside investors

  • How the company attracts and retains high-performing, mission-aligned staff in an industry with high turnover

  • The climate benefits of shellfish

  • The benefits of becoming a Certified B Corp

  • Hog Island Oyster Company’s 100 year vision for the future

  • And much more

To listen to this podcast, please click the image at the top of the article.

You can listen/subscribe to Next Economy Now on iTunes, Overcast, Stitcher, or your favorite podcasting platform.

Rose Marcario: Patagonia’s CEO on Climate Change, Regenerative Agriculture, and Business for Good

In this episode, LIFT Partner Ryan Honeyman (author of The B Corp Handbook: How to Use Business as a Force for Good) interviews Rose Marcario, CEO of Patagonia.

Rose Marcario assumed the role of President and CEO of Patagonia in January 2014. Prior to this, she served as Patagonia’s COO and CFO.

After joining Patagonia in 2008, Marcario embarked on transforming the company’s infrastructure to improve its operations and financial performance.

In addition to broadening business throughout Europe, Japan and Australia, she has helped Patagonia focus on innovation and the development of new product groups, processes, and technologies.

Prior to coming to Patagonia, Rose held leadership positions as the Director of Corporate Finance for L.A. Gear, Vice President Global Finance and Treasury for NYSE-listed International Rectifier Corporation, Senior Vice President and Chief Financial Officer of NASDAQ-listed General Magic, Inc.; and Executive Vice President in charge of Mergers, Acquisitions and Private Placements for Capital Advisors, LLP; where she was responsible for over $2 billion in transactions in consumer products, services and technology.

In this interview, Ryan and Rose discuss a number of topics, including:

  • Rose’s buddhist practice

  • How someone with a background in traditional corporate finance, mergers, and acquisitions ended up at Patagonia

  • Patagonia Works and the company’s new business lines, including Patagonia, Inc. (apparel), Patagonia Provisions (food), Patagonia Media (books, films and multimedia projects), and $20 Million & Change (venture capital fund)

  • Why food might be the future of Patagonia

  • Climate change and regenerative agriculture

  • And much more

To listen, please click the image above. 

You can also listen/subscribe to Next Economy Now on your favorite podcasting platform, including: iTunesOvercast, Stitcher, or wherever you get your podcasts.

King Arthur Flour: The Benefits of Collaborative Leadership and Employee Ownership

King Arthur Flour, founded in 1790, is America's oldest flour company. However, the company's approach to social impact, executive leadership, and stock ownership is very different from the vast majority of traditional corporations.

In this interview, King Arthur Flour's three Co-CEO's: Karen Colberg, Suzanne McDowell, and Ralph Carlton, describe why they consider King Arthur Flour to be "America's oldest startup" because of the company's innovative leadership structure and 100% employee ownership model.

To listen, please click the image above. 

You can also listen/subscribe to Next Economy Now on your favorite podcasting platform, including: iTunesSoundCloudStitcher, Overcast, and TuneIn.

New Dates! Secrets of B Corp Consulting (4 Part Webinar Series)

Overview:

People often ask "how do I become a B Corp consultant?" Ryan Honeyman (LIFT Economy) and Matt Mayer (Conscious Brands) have teamed up on this four part webinar series to provide a succinct, step-by-step overview of the tools, resources, and best practices ideas we have learned about B Corp consulting. Some of the benefits of participating in this series include:

  • World-Class Expertise: Learn from two of the world’s top experts on B Corporations
  • Individual Assistance: In addition to four 90 minute group sessions, each participant will receive a 60 minute coaching call.
  • Exclusivity: A maximum of 8 participants will be allowed to attend this course in order to keep the group small, nimble, and targeted.
  • Shared Accountability: Learn as a cohort, with shared accountability and goals
  • Evergreen Content: Participants will get a recording of all four 90 minute webinars in case you need to miss a session (or want to watch a session again).
  • Ongoing Access: After the course is finished, participants will also have ongoing access to the private discussion forum to ask questions and seek advice

Press:

Interested in reading about our course? Julie Fahnstock, Founder at B Storytelling and graduate of our second cohort, wrote the following articles about her experiences as a participant in The Secrets of B Corp Consulting:

Logistics:

This course consists of four 90 minute webinars plus a private 60 minute coaching call with either Matt or Ryan. The webinars are scheduled for the following dates:

  • Week 1: Tuesday, March 29 from 12pm-1:30pm (Pacific)
  • Week 3: Tuesday, April 5 from 12pm-1:30pm (Pacific)
  • Week 4: Tuesday, April 12 from 12pm-1:30pm (Pacific)
  • Week 5: Tuesday, April 19 from 12pm-1:30pm (Pacific)

Skills You Will Learn:

After the course is over, you will be able to:

  • Inspire prospects by communicating the value of joining a global movement to redefine success in business
  • Confidently respond to both high-level and detailed questions about the B Impact Assessment
  • Pitch, propose, and deliver a B Corp consulting contract worth thousands of dollars
  • Build your thought leadership by publishing and speaking about B Corps
  • Network and engage with the existing B Corp community
  • Use the B Impact Assessment as a lens to identify other client needs (e.g., helping motivate and engage employees, helping clients create their mission, vision, and core values)

Instructors:

Ryan Honeyman is a Partner / Worker Owner at LIFT Economy, 2014 B Corp MVP, and author of "The B Corp Handbook: How to Use Business as a Force for Good" (Berrett-Koehler Publishers). Ryan’s clients include B Corps like Ben & Jerry’s, King Arthur Flour, Method, Plum Organics, Klean Kanteen, and Nutiva.

Matt Mayer is Sustainability Sherpa at Conscious Brands. Matt is a strong believer that business can be a force for good only if success can be redefined to include measurable returns for all stakeholders, rather than simply enriching shareholders. Matt has helped many prominent B Corps in Canada both achieve certification and strategically use their certification to grow their business while becoming a better company. Matt has spoken on B Corp on many occasions including at conferences, MBA classrooms, facilitating B Corp bootcamps, leading BCorp networking groups and more. Matt has a Masters of Science degree in Strategic Leadership towards Sustainability and his Bachelor of Commerce degree in General Management.

Testimonials:

"Ryan has been a valuable and effective consultant for Ben & Jerry's in helping us to benchmark key aspects of our supply chain. Ryan is great to work with; he is personable, professional, and responsive. We look forward to continuing our work with Ryan in the future--not only because he provides value in the space of "measuring what matters," but because Ryan's work supports the growing movement of businesses that are aspiring to be better for the world." - Cheryl Pinto, Ben & Jerry's

"Ryan’s guidance through B Corp certification was incredibly worthwhile and valuable. Going through the B Corp certification process helped us identify gaps in items like our employee handbook, our local community engagement efforts, and how we communicate our environmental programs to our stakeholders. We are now the first B Corp-certified olive oil company in the United States, and the first B Corp-certified wine business in California. I highly recommend using his services." - Samantha Dorsey, McEvoy Ranch

"Conscious Brands assisted with Genuine Health’s B Corp certification, making it a pleasurable and quick process. From their excellent kick-off meeting and planning tools to the weekly check-in calls, Conscious Brands was clear, helpful, supportive and great to work with. Their quick turnaround, willingness to go the extra mile, enthusiasm and expertise was very much appreciated and made the hard work a lot of fun. In fact Conscious Brands was so helpful that Genuine Health was one of the fastest B Corp certifications to date! Thank you Conscious Brands for being truly conscious of what matters most, both in the universe and in business.” - Tara Stubensey, Genuine Health

"In working with Conscious Brands on our B Corp certification we were not only provided with attentive and genuine service, but truly felt as if we had a partner through the entire process. They are outstanding communicators that worked diligently with us to ensure we understood every step of the process. Their energy, organization and sincere commitment to sustainable business practices helped motivate and guide us along as we worked together to achieve our goal. So impressed by that to this day we continue to work together on various initiatives - these guys really are the very best at what they do.” - Shaun Daniels, Nature's Fare Markets

Only a few spots left for this course--sign up today! 

Questions? Email ryan@lifteconomy.com

Women Raising the Right Money from the Right Investors (Ongoing)

Overview:

Women Raising the Right Money from the Right Investors is a 6-month online group program designed to leap frog your capital raising efforts so you can get the resources you need to run and grow your business on your own terms. This is an ongoing program--you can join at any time.

Instructor:

Jenny Kassan, attorney and capital raising coach, has helped her mission-driven clients in diverse industries and geographies to raise several hundred thousand to multiple millions using creative and less well-known tools and strategies that allow them to stay true to their goals and mission. LIFT Economy coaches provide a Get Ready to Raise Kickstart Program.

Testimonials:

“Jenny is deeply knowledgeable about a topic most of us are not! Jenny walks you through the steps necessary for finding investors so that when you approach an investor, you feel that you’re on solid ground.” - Ann Kramer, Good4U, Inc.

“Jenny brings a wealth of experience and a fantastic, healthy perspective to fundraising that turns it from a chore into empowerment!” - Colleen Kavanaugh, Zego Snacks

“Jenny gave me the tools I needed to offer an investment opportunity to supportive investors.  My team and I are well on our way to achieving our goal of raising $500,000.  We’re offering equity but we are not giving up any control.  We’ve had a remarkable response and we couldn’t have done it without Jenny’s teaching and support.” - Kristen Barker, Our Harvest

“Jenny’s program has allowed me to grow personally and to get really clear about what we want to do. I’m much stronger in communicating who we are. That is just as valuable if not more than having the dollars in our bank account.” - Lynn Johnson, Go Girls! Camp

Kenyatta Brame: Cascade Engineering's Innovative Hiring Practices

Kenyatta Brame, Executive Vice President and Chief Administrative Officer at Cascade Engineering, talks about B Corps, “welfare to career” hiring programs, and the value of removing the criminal history checkbox from the initial applicant screening process.

To listen, please click the image above. 

You can also listen/subscribe to Next Economy Now on your favorite podcasting platform, including: iTunesSoundCloudStitcher, and TuneIn.

 

Reinventing Organizations: How to Implement "Teal" Management Practices for Consultants (4 Part Webinar Series)

Overview:

This training is for consultants (either aspiring consultants or those who have an existing practice) who would like to help their clients upgrade their internal management practices to become more “Teal” or “next stage.”

The concept of “going Teal” was popularized by Frederic Laloux in his book Reinventing Organizations. For those unfamiliar, Laloux spent several years researching the structures, practices, processes, and cultures of 12 companies (including Patagonia, Morning Star, Sounds True, Buurtzorg, and Sun Hydraulics) that he identified as operating at the next stage of human consciousness. Each has made three major breakthroughs:

  • Self Management: These companies are like living organisms that operate effectively, even at a large scale, with a system based on peer relationships, without the need for either hierarchy or consensus. For example, Morning Star—a 2,400-person company that produces more than 40 percent of the tomato paste and diced tomatoes consumed in the United States—operates entirely on self-management principles.

  • Wholeness: These organizations invite their employees to bring their whole selves to work every day (instead of a narrow “professional” self). Many Teal organizations, for example, devote regular time to addressing conflicts; avoid the use of job titles and descriptions (to allow the individual to shape their own role); and enumerate core values with explicit behaviors, habits, and norms.

  • Evolutionary Purpose: Teal organizations have their own life and sense of direction. Instead of trying to predict and control the future, they invite members to sense and respond to the shape and larger purpose of the organization. A New Year’s ritual for the company Sounds True includes employees sitting in silence and opening their mind to what the organization wants from them for the coming year. Anyone can share with the group what they have heard.

These interlocking sets of practices, Laloux suggests, constitute an emerging, coherent organizational model—the blueprint of the future of organizations.

 

Benefits:

Some of the benefits of participating in this course include:

  • Proven Expertise: Learn from two experts who have helped implement Teal business practices at a wide variety of organizations. For example, please see Ryan Honeyman’s article in the Stanford Social Innovation Review for more information about the application of Teal ideas to the real world.

  • Individual Assistance: In addition to four 90 minute group sessions, each participant will receive a 60 minute coaching call.

  • Exclusivity: A maximum of 8 participants will be allowed to attend this course in order to keep the group small, nimble, and targeted.

  • Shared Accountability: Learn as a cohort, with shared accountability and goals

  • Evergreen Content: Participants will get a recording of all four 90 minute webinars in case you need to miss a session (or want to watch a session again).

 

Logistics:

This course consists of four 90 minute webinars plus a private 60 minute coaching call with either Shawn or Ryan. The webinars are scheduled for the following dates:

  • Week 1: Tuesday, June 21 from 10am-11:30am (Pacific)

  • Week 2: Tuesday, June 28 from 10am-11:30am (Pacific)

  • Week 3: Tuesday, July 5 from 10am-11:30am (Pacific)

  • Week 4: Tuesday, July 12 from 10am-11:30am (Pacific)

 

Skills You Will Learn:

After the course is over, you will be able to:

  • Use Teal as a lens to identify other client needs (e.g., helping motivate and engage employees, helping clients create their mission, vision, and core values)

  • Inspire prospects by communicating the value of joining a global movement to redefine success in business

  • Increase confidence in responding to both high-level and detailed questions about implementing Teal business practices

  • How to design and propose a Teal consulting contract

  • Build your thought leadership by publishing and speaking about next stage organizations

  • Network and engage with the existing Teal business community

 

Instructors:

Ryan Honeyman is a Partner / Worker Owner at LIFT Economy and author of The B Corp Handbook: How to Use Business as a Force for Good (Berrett-Koehler Publishers). Ryan helps companies adopt next stage management practices, such as creating self-organizing teams, increasing financial transparency, creating a thriving employee culture, and helping construct a long-term vision tied to specific social and environmental outcomes. Ryan has written articles for the Stanford Social Innovation Review, Fast Company, Entrepreneur, Huffington Post, and Utne Reader. His clients include Ben & Jerry’s, King Arthur Flour, Method, Plum Organics, Klean Kanteen, and Nutiva.

Shawn Berry is an organizational strategist inspired to harness the power of business to create resilient local economies as patterns to be documented, open sourced, scaled globally and adapted regionally. Shawn left an early career path in nuclear physics research to found the Woodshanti Cooperative (1997-2011), a custom cabinet and furniture shop in San Francisco that set the standard for ethical craftsmanship in the green building movement. This hands on experience as an entrepreneur combined with community organizing and systems theory to craft the vision for LIFT Economy to model an economy that works for all life. 


Testimonials:

“LIFT has given us many helpful and objective insights into the intangible aspects of our company that we hold dear—culture, values, people, and transparency. LIFT’s work will help us continue to make Plum a great place to work.” — Neil Grimmer, CEO at Plum Organics

“LIFT has been a tremendous ally in helping us to maximize our future impact. Their thought leadership and guidance has been invaluable.” — Aseem Das, Founder & CEO at World Centric

“At CoLab we believe great results are born from collaborations between value-aligned partners. Our coaching work with LIFT has helped CoLab to both dramatically elevate our bottom line numbers as well as to ignite our passion to serve the world through our technology work. Thank you LIFT!” — Rylan Peery, Co-Founder at CoLab Cooperative

“Hiring LIFT was a fantastic business decision. We have increased our social and environmental performance, identified exciting new projects to pursue, and I have more time to spend with my family.” — Zach Berke, Founder & CEO, Exygy

“Running a small business is hard enough, and for us with our ethics of earth care and people care the bar is even higher. Not sure how we would do it without the trusted, values aligned guidance from LIFT to give us the high level perspective we need to plan for our future growth.” — Erik Ohlsen, Founder & Owner at Permaculture Artisans

 

Questions about the course? Please email ryan@lifteconomy.com.