IAM607- CIPP/US Implements Privacy Programs and Data Strategies

Jodi Daniels is a Certified Informational Privacy Professional (CIPP/US) with more than 22 years of experience helping a range of businesses from solopreneurs to multi-national companies in privacy, marketing, strategy, and finance roles. You only have one chance to make a first impression, and when it comes to your customer’s personal information, you don’t want to leave a bad taste in their mouth.

In this informative talk, Jodi Daniels will educate the audience on how to protect their customers' data and stay compliant in an ever-changing marketplace. With her ability to explain the craziness of technology, the laws that are in place, and how to use privacy as an advantage to build relationships with your customer base, Jodi is able to implement privacy programs and data strategies to maximize customer trust and achieve GDPR, CCPA, and US privacy law compliance.

• CEO Hack: Scheduling app – Calendly
• CEO Nugget: Surround yourself with like-minded people
• CEO Defined: One with a vision who wants to take it to reality

Website: http://redcloveradvisors.com/

https://redcloveradvisors.com/speaking/

YouTube: https://youtu.be/1QKZSZMD-48
https://www.youtube.com/watch?v=nG9RJLhDTXc&t=96s

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Transcription

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Intro 0:02

Do you want to learn effective ways to build relationships, generate sales, and grow your business from successful entrepreneurs, startups, and CEOs without listening to a long, long, long interview?

If so, you've come to the right place, Gresham Harkless values your time and is ready to share with you precisely the information you're in search of.

This is the I AM CEO podcast.

Gresham Harkless 0:29

Hello. Hello. Hello, this is Gresh from me. I AM CEO podcast and I have a very special guest on the show today. I'm Jodi Daniels of Red Clover Advisors.

Jody, it's awesome having you on the show.

Jodi Daniels 0:39

Thank you. So glad to be here.

Gresham Harkless 0:41

Yes, definitely super excited to have you on. What I wanted to do is just read a little bit more about Jodi so you can hear about all the awesome things that she's doing.

Jodi is a certified informational privacy professional. With more than 22 years of experience helping a range of businesses from solopreneurs to multinational companies and privacy, Marketing Strategy, and Finance roles, you only have one chance to make a first impression. And when it comes to your customers' personal information, you don't want to leave a bad taste in their mouth.

This information, informative talk, Jody, will educate the audience on how to protect their customers' data and stay compliant in an ever-changing marketplace. And with her ability to explain the craziness of technology, the laws that are in place, and how to use privacy as an advantage to build relationships with your customer base. Jodi is able to implement privacy programs and data strategies to maximize customer trip trust and achieve GDPR CCPA and US privacy law compliance.

Jody, are you ready to speak to the I AM CEO community?

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Jodi Daniels 1:39

I am awesome.

Gresham Harkless 1:41

Awesome. So I wanted to kick everything off and hear a little bit more about how you got started and everything you're doing to top up businesses and organizations.

Jodi Daniels 1:50

Sure thing. So I worked 19 years in corporate America for big firms and had sort of realized that wasn't the long-term path for me, was waiting for what I felt was going to be the right time for me. For anyone listening, there's no perfect right time. But for me, it was when it's going to be that time to make to decision to go and I just sort of said I picked a date and said I'm leaving on this date. And fast forward kind of funny story. It ended up being 19 years literally to the date. I started my very first job.

Gresham Harkless 2:23

Oh, it's awesome.

Jodi Daniels 2:24

Yeah, so a sort of fun story. And then I know we're gonna get into a little bit of the nuts and bolts of what I'm actually doing now.

Gresham Harkless 2:31

Yeah, absolutely. It's crazy how time flies when you're having fun, they say. And it seems like, it's definitely been a way for you to kind of build and help out so many people. So I did what you definitely touched on. I wanted to hear a little bit more about what you do. I know I read some too. But can you take us through like, what exactly you do for clients and how exactly that works?

Jodi Daniels 2:50

So there are eight letters that you read off in the intro, GDPR, and CCPA, and those are new and not everyone knows what they are. So GDPR is the General Data Protection Regulation. It's the new privacy law from Europe, it's actually going to celebrate its second birthday, and it's entering its second year of togetherness in May 2020 will be its second year, but it affects any business in the really globally, that serves an EU audience, you don't have to have physical EU presence to have to comply. So I could be a solo blogger in Tahiti and have a global audience, but I'd have to comply. Then there's CCPA, which is a new California privacy law, that just became effective January 1, 2020. So it's different and has some very a lot of similarities to GPR.

But it's different. And so also companies around the world who serve Californians have to comply. So I help companies comply with these two laws as sort of a foundation for building a privacy program. But it's not just a comply, check the box, and move along. That's really the start. And from there, it's how do I use information? What should I be using to help out with data strategy, think about your marketing campaigns, and those cool new products you want to introduce. So I'm helping companies think through can they should they and what they actually have to do to make all of that work for them from a privacy context, and I serve as a fractional privacy officer as well for some companies.

Gresham Harkless 4:21

Nice, definitely. It makes so much sense. And I'm sure everybody has seen it. It was like a big rush where everybody was like they had to do their get their GDPR the pop up there make sure in the bottom that you were able to check, but I'm glad you broke it down. That is so much more than clicking clicking a check mark. So I feel like that's probably what a lot of people see it as.

Jodi Daniels 4:38

They do a lot of people have no idea what I do. And I say you know this cookie banner and all the privacy emails you got, okay, well, that's the outside part. And that's just literally I call it like window dressing. That's what the external consumer sees. There's so much more that has to happen to even determine what those things should say and literally to make them work like what? What does the company actually have to do, how it designs, its landing pages, even a part of that, you know if I opt-in for email, that whole experience with the privacy notice says, there's so much that happens on the inside. And I'm helping companies from the inside all the way to that.

Gresham Harkless 5:20

Nice, and I definitely appreciate that. And I appreciate you using the word experience because I know I read a little bit about it, in that, you know, the first impression, and I feel like, definitely correct me if I'm wrong. It is more than just that check mark, it is so much more behind the scenes. But I think and correct me if I'm wrong, if it varies probably depending on the type of business what exactly you're doing, how that interaction and the experience you're having with your clients of what, what, and how that back office experiences.

Jodi Daniels 5:49

It's true. I mean, a couple of interesting examples. I tried to sign up for something recently, and they asked for my date of birth. So great customer experience had a little box next to it, why are we asking for this? So naturally, the privacy person clicks on that. And then it just takes me to their long privacy notice, that basically doesn't tell me why they need my date of birth. And it's a company that I don't understand why they need my date of birth, this makes no sense. So that to me, is not really a great experience. You know, if then you want a big part of these laws is the ability to ask a company to tell me what you have on me, I want to know, and if I call customer support, and they have their answer is, huh, what?

I don't know what you're talking about. That's not a great experience. You know, if my, if the privacy notice is in four-point font, and you can't really find it or it's just this long barreling thing that's awful, not super meaningful. So it's, I think, from the start to all the way when I actually contact a company, if I have a question, all of that's really important, or even think when you go to a conference or trade show you meet someone with a business card, do you slam them right away with all the marketing messages? Or do you try and strike a relationship? That's a customer experience that actually is rooted in privacy underneath it.

Gresham Harkless 7:01

Yeah. Especially with you know, definitely, so many big-name companies that have come under fire for what they have and haven't done with people's privacy is becoming more important. Now. It sounds like the consumers are a lot more armed and I guess educated enough or aware enough to be able to ask those questions and to see exactly what it is and now the onus is also being put on the businesses and organizations to provide information as to why they need x y&z.

Jodi Daniels 7:27

That's right. These laws are all about transparency. Tom, a business needs to tell me what you're doing choice I as the consumer, the individual, get some choice around this. And it puts the responsibility on the business to be thoughtful and responsible with how they're using the data and how they're protecting the data.

Gresham Harkless 7:46

Absolutely, no, I love that I think every consumer loves to have power and to be able to increase their power. And to be able to decide whether or not to do something or not to do something is extremely important.

So I wanted to ask you now for what I call your secret sauce, and it can be for your business for yourself personally, but what do you feel kind of sets you apart and makes you unique?

Jodi Daniels 8:05

We are privacy consultants are operational, we're business-minded, and we speak in clear plain English language. We really pride ourselves and trying to simplify a very complex law into bite-size nuggets that a business person will be able to use and implement. And that is really what we believe sets us makes us unique and very valuable to our clients they appreciate. Thank you, to anyone who can help interpret the law. But what do I do with it?

How do I you know, it is at the very beginning of it's not just a check mark exercise. So once we take anyone through a checkmark exercise, it's what do I do now? How do I make this sustainable? How do I get this to understand everyone, it's really about how to make privacy part of the fabric of the company. And that to me begins with trying to explain it simply and educate along the way and not make it just be this project.

Gresham Harkless 9:04

Yeah, it makes so much sense and I appreciate you for breaking it down and kind of you know, tying in that customer experience, because I think every business owner could probably shake their head and say they want to have the best possible customer experience so that those customers go and tell their their friends, families and everybody, you know what it is that they're doing.

But it's important not to kind of gloss over that privacy aspect. Because I think that is not separate from the customer experience is a part of that and your ability to be able to explain that. And this is exactly what it is. But also this is how it can help you out as a business definitely helps people realize it is a higher priority than it can sometimes seem.

Jodi Daniels 9:40

Yeah, I think it's really a competitive advantage right now, there are many companies who are saying, I don't want to comply, no one's gonna find me I'm too small. But what's happening is in the b2b space, a lot of companies are requiring so if you work with customers, they might require you to comply. So if you're already compliant, then you're a step ahead for b2c. Cause individuals are getting savvy and smart and want to understand what's happening with their data. And they're choosing that, you know, think about Apple, they spend millions of dollars promoting privacy as a feature in primetime very expensive ads, they could be promoting a gazillion other features.

It's an important feature. And it's not only about security, a very significant part and very important, but the privacy piece is really also about I'm using the data, you've given me how and it's about building trust, I want to do business with you, because I believe you're going to provide me an amazing product and amazing service, I also want to be able to trust you with what you're going to do with what I give you. Right? It's a relationship and an exchange.

Gresham Harkless 10:42

Yeah, absolutely. And I think as it's with the world, it seems to be maybe become more and more accessible to each other. I think that privacy is sometimes becoming more of a forefront, because some people want to have things that are private of their own, for security reasons, as you mentioned, but just for, I guess, the peace of mind and in the privacy of you know, the insanity of themselves. So to be able to choose or not choose and to understand that businesses that we patronize are actually supporting that and showing that as like a feature or a unique selling proposition or whatever is very, very important.

Jodi Daniels 11:15

Absolutely, completely agree.

Gresham Harkless 11:17

Awesome. So I wanted to switch gears a little bit and ask you for what I call a CEO hack. So this could be like an app or book or habit that you have, but what's something that makes you more effective and efficient?

Jodi Daniels 11:29

The best decision I ever made was a scheduling app. And so I'm based in Atlanta. Calendly is an Atlanta local company and it is the best you save so much time none of the back and forth. Well, what about you? I don't know what about I love it, I can't I'm walking my dog I have my kid thing that it's just syncs to your calendar, and it is the most brilliant thing you can pick times it you can pick information, you can ask questions, you can have links, best invention ever.

Gresham Harkless 11:56

Absolutely. So now when it asks you for what I call a CEO, nugget, that could be like a word of wisdom or piece of advice could be around privacy and everything you work with, with clients or it might even just be something you might tell your younger business self.

Jodi Daniels 12:08

I think it's just to surround yourself with like-minded people who are going to help you get where it is you want to be. So for me, it's my business that is two and a half years old. By surrounding myself with other entrepreneurs, I've been who are at the same stage as me and who you know, are where I want to be. I've learned a tremendous amount from support because they understand what you're going through and what's important. It's different from what my corporate environment was, like the issues and challenges and goals and excitement and accomplishments. They're all very, very different.

Gresham Harkless 12:44

Definitely appreciate that, as well. So I wanted to ask you now my absolute favorite question, which is the definition of what it means to be a CEO. We're hoping to have different, quote and quote, CEOs on the show, so Jodi what does being a CEO mean to you?

Jodi Daniels 12:57

So to me, it's someone who has a vision that wants to take that vision into reality. You know, I think that can be honestly in any level of an organization, but the title CEO in our culture, you know, ultimately, I think, is akin to someone who's taking that vision and leading and making a difference in the world, whether that be through people through the concept of through culture through a company or community. And so for me personally, in my business, you know, I'm trying to take something that's new, to be able to help educate other companies.

It's my role to be able to be knowledge, you know, have significant knowledge to be well versed for those that I work with, to be kind to, you know, create a positive environment and a positive culture, because ultimately, the work that we're doing is meant to help companies that in turn helps everyone, right, I'm trying to help companies navigate something complex, but we're navigating a complex lot because it's all about people. So it's trying to get everyone to understand that at the end of the day, it's it's about people, it almost goes back to that whole trust factor. But I'm the leader who has that vision and is tasked with bringing it into the world.

Gresham Harkless 14:15

Awesome. Well, Jody, I truly appreciate that and appreciate your time even more. What I wanted to do is pass you the mic, so to speak, just to see if there's anything additional, you can let our readers and listeners know and then of course, how best they can get a hold of you and find out about all the awesome things you're working on.

Jodi Daniels 14:30

Well, thank you again, for having me here today. And you know, I think in a business, whether you're your corporate or you have your own people always think about marketing and finance, and it and the people and privacy is one of those kind of last buckets. And your question before right what does it mean to be a CEO? Well, part of that is to help people understand it needs to be on equal footing, it needs to get up there because for starters you know, a cybersecurity breach can take a company down if you have any misused data or you confuse our customer, you can lose that customer.

In today's day and age, with social media and how easy it is to spread information, you want to be on the front of any publication for all the amazing work that the company is doing, not for something around data misuse, and instead be really a company that someone can respect and be trustworthy with. So I encourage anyone listening to realize privacy is important. It's probably one of the single biggest issues of the next decade. And I'd be delighted to talk with any of you about what that means for you for your company, and how to find me.

So my company name is Red Clover Advisors, active on Facebook and LinkedIn, you can go to redcloveradvisors.com. You can also find me, Jodi Daniels on LinkedIn.

Gresham Harkless 15:52

Awesome. Well, I definitely appreciate that Jodi, and we will have your link and information in the show notes so that everybody can follow up with you. I appreciate you for creating that domino effect that you kind of talked about earlier of helping businesses and help organizations that help people and you know, help the world overall be a better place. I think that understanding that privacy is not something that's separate from everything that we're doing, it's actually integrated into a strong part of everything that we're doing and who we are. So I appreciate you for leading that charge.

I hope you have a phenomenal rest of the day.

Outro 16:21

Thank you for listening to the I AM CEO podcast powered by Blue 16 Media tune in next time and visit us at iamceo.co. I AM CEO is not just a phrase, it's a community.

Be sure to follow us on social media and subscribe to our podcast on iTunes, Google Play, and everywhere you listen to podcasts, SUBSCRIBE And leave us a five-star rating grab CEO gear at www.ceogear.co This has been the I AM CEO podcast with Gresham Harkless.

Thank you for listening.

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