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Women in Health: How AI and Compassionate Care Can Coexist

April 24, 2025 by angishields

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Women in Health: How AI and Compassionate Care Can Coexist
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In this episode of Women in Motion, host Lee Kantor is joined by Amanda Leno, a psychotherapist at Thrive Counseling Services. Amanda shares her journey into therapy, the evolution of mental health perceptions, and the role of AI in therapy. She emphasizes the importance of a strong clinician-client relationship and discusses strategies for building a successful private practice. Amanda also highlights the significance of finding a niche and underscores the importance of supporting women in business.

Amanda-LenoAmanda Leno is the founder and driving force behind Thrive Counseling Services, LLC in Gilbert, Arizona.

With a passion for guiding individuals toward hope and healing, she has built a dynamic group practice of dedicated clinicians committed to providing compassionate, evidence-based mental health services. Beyond her role as owner, Amanda also offers clinical supervision, nurturing the next generation of therapists as they refine their skills and discover their professional identities.

Dedicated to creating an inclusive and supportive environment, Amanda champions personal growth not only for her clients but also for the professionals she mentors. She believes that the best way to serve a community is by fostering a culture of continuous learning and collaboration. Thrive-Counseling-Services-logo

Inspired by her vision of empowering others, Amanda strives each day to challenge stigma, expand access to mental health resources, and help individuals—especially women—step into their potential as leaders in their own lives and beyond.

Follow Thrive Counseling Services on Facebook.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX Studios, it’s time for Women In Motion. Brought to you by WBEC-West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Women In Motion and this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC-West. Without them, we couldn’t be sharing these important stories. This month we’re highlighting Women in Health, and so excited to be talking to Amanda Leno. She’s a psychotherapist with Thrive Counseling Services. Welcome.

Amanda Leno: Hi. Thank you.

Lee Kantor: Well, I am excited to learn what you’re up to. Tell us about Thrive. How are you serving folks?

Amanda Leno: So, Thrive Counseling Services is a counseling private practice in Gilbert, Arizona. We provide trauma informed therapy for clients. We do individual therapy, couples, families therapy, as well as med management with a couple of nurse practitioners.

Lee Kantor: So, what’s your backstory? How did you get involved in this line of work?

Amanda Leno: Well, you know, at some point they make you pick a major, right? You have to put something down on paper. And I was interested, you know, in the classes back when I was in college. But the more I pursued it, the more I loved it. I was really interested in doing something in my life that was in the helping professions, as well as something with decent amount of flexibility for family planning.

Lee Kantor: And when it came time to go into your own practice versus working for someone else, how did you decide to go into your own practice?

Amanda Leno: Well, I always had that vision, I think, in the back of my mind, even if I hadn’t developed the plan yet, I knew I wanted my failures to be my own, but also my successes to be my own. And so, after I accrued enough hours where I could work independently, I started working part-time, just kind of on the side with my own practice. Started slow, started in a way that felt manageable, where I could do both, have the security of working for another entity while I worked on building my own practice.

Lee Kantor: Now, how did you land on kind of the areas of practice that you’re working in today? Did that just happen organically, or did you start kind of feeling like, oh, I’m really making an impact with this kind of person, so let me lean into that?

Amanda Leno: I would say that it was both. You know, there’s things that I just felt like I was naturally called to do, maybe have a little bit of just natural kind of instinct for it. I would say that was more with working with couples. I really love working, doing couples therapy, meeting people in a place where they’re feeling very desperate for change and connection.

Amanda Leno: But I also found tremendous need in certain areas, such in the areas of trauma, sexual abuse, work with children. My background before I was in private practice, I was just fulltime a victim therapist, and so definitely found a niche in that way because it’s an area a lot of people don’t want to work in. So, doing that, it was really, really neat to feel the impact, meet with families in crisis, give them some hope very quickly. So, that was very, very motivating.

Amanda Leno: But then, it just kind of expanded from there. I consider myself classically, you know, lifetime student and always pursuing new trainings in different modalities, kind of following what the community is needing, maybe some areas that people have a hard time finding a specialized therapists in. I kind of see that as a great business model, too, because you really have to find your niche and give people a reason to choose you over other competitors.

Lee Kantor: Now, how kind of popular is therapy? Is it something that more and more people are kind of using as a tool to help them improve their life? Or like what percentage of the population pursues therapy, even if they had some traumatic event, or, you know, there’s so much talk about depression and anxiety, and things like that, is the majority of the population kind of using therapy or is it something they’re just trying to figure out on their own?

Amanda Leno: That’s a great question. I probably have to look up the stats because I really don’t have that information. But my intuition and just observation would tell me that the stigma around counseling and therapy, I think, is decreasing. I think it’s becoming more common. I think accessibility is getting easier.

Amanda Leno: Thanks to the COVID era, accessing these types of resources via telehealth is much more commonplace. I even think sometimes, you know, the next generation is seeing getting mental health help as even somewhat trendy, something that is kind of a cool thing to do. So, at least that’s my hope. Certainly there’s different sides of the coin, but I feel like it’s getting better and easier.

Lee Kantor: Well, I’ve noticed like business coaching was something that was only for a few people at one time in the business world. And now coaching kind of it’s almost ubiquitous that everybody has a coach of some kind or a lot of people have coaches. I think that therapy is going along that same track where it might have been a stigma or it wasn’t for everybody, but now more and more people have either know people that have gone through it, or they’ve gone through it themselves, and you could almost tell by the language they use when you’re talking to someone if they have been through therapy or not.

Amanda Leno: Yeah, absolutely. Yeah. No, I think you’re right on the money there. At least that’s my hope too. You know, there’s specialties in trauma, different areas that people need specific help in. But really who can’t use someone to talk to, right?

Lee Kantor: Now, do you see a place for AI in this? Because AI, you know, answers questions and talks very conversationally. Is there a place for artificial intelligence, in your opinion, when it comes to these type of services?

Amanda Leno: Oh, you’re hitting on a very controversial topic. I’m a fan of AI. I’m not trying to reject it. It depends on what you mean. On one hand, nothing, absolutely nothing will replace a real life human to human relationship. So, that’s one reason why I don’t feel threatened by it in any way. I think one place that can really serve people is in, really, kind of acute crisis situations.

Amanda Leno: I don’t have the specific names, but I know there can be apps and things that people can access, you know, in the middle of the night, specifically around suicidal ideation, things like that, where it is hard to be in touch with a human being. So, I think there can be a balance. I think AI can actually help client care in terms of documentation, monitoring progress, just quality control in general with treatment of clients. So, I’m excited about it. I think there’s a place for it for sure.

Lee Kantor: And you mentioned kind of the unique relationship human to human when you’re dealing with someone, especially over time. In your practice, you have multiple clinicians that work with you, how do you go about kind of curating that clinician family that you’ve built? Like, what kind of things do you look for and what are kind of some red flags where you’re like, okay, they’re not going to be kind of a cultural fit for what I’m trying to do here?

Amanda Leno: Oh, yeah. No, that definitely goes along with that human to human relationship piece. Because, first, it kind of goes with gut instinct. I think we all kind of have our little senses that tell us whether or not we feel comfortable with that person or not. We’re always encouraging our clients to listen to that part of them. And so, I certainly listen to that part of me when I’m interviewing or thinking about bringing a clinician on. Certainly, there’s the particular trainings and accolades that are important.

Amanda Leno: But more than anything, because therapy is so crucially based on a relationship, I want to feel authenticity from that person. I want to feel just a sense of curiosity and humility, and, you know, general emotional intelligence.

Lee Kantor: Now, how do you go about hiring that person? Is there a way to do it just based on an interview? Or do you have to kind of see them in action, at least for a trial period to see with your own eyes how things are going?

Amanda Leno: Oh, you know, it’s kind of difficult in that way because of confidentiality reasons. So, anybody that I’ve hired has been a combination of the interview process, possible personal referrals, perhaps a colleague that I know that has worked with them and knows what their clinical skills are like. And then, it’s good old fashioned just getting a feel for the person. And specific trainings kind of speak to how they operate as well. So, usually it’s gone pretty well. Just like most things, you know, listening to that inner voice, listening to that gut about somebody is really, really quite important.

Lee Kantor: Now, for folks who are thinking about starting their own business or practice like you’re doing it, and in this field, it seems super challenging because every relationship is kind of a one off. How do you go about building a practice in a field like psychotherapy? Is it with working with other clinicians in different areas that refer to you or like just word of mouth? Because it seems like the customer, I don’t know, maybe now it’s different that they’re not, you know, going on Facebook and saying I have the best therapist, you should call them.

Amanda Leno: Sure, sure. Yeah. I would see it kind of like a pie graph of different areas you’re getting referrals from. Number one, it may seem obvious, but really perfecting your craft is important. I kind of have my own little business theory that if you build it, they will come. If you’re a good clinician, if you can help people, and you’re good at what you do, then it’s probably going to be okay. That’s just the first step.

Amanda Leno: But secondary to that, there’s different areas of referral networking resources. So, one of those would be colleagues staying connected to some kind of community. I have noticed that when therapists are kind of isolated, you know, they’ve got an office in a building and then the only therapist in the building, it does create some challenges because we do refer to each other. We are kind of helping each other out because we’re not specialists in every single area. So, that’s a huge piece, getting involved in other communities like WBEC-West or your chamber of commerce, things like that.

Amanda Leno: And word of mouth, honestly, is probably the number one referral source. I don’t necessarily think anybody’s shouting from the rooftops on their Instagram about their therapy, but that’s what people are talking about with each other in more intimate settings. So, it is a very personal choice to choose your therapist. And when you can have someone you trust recommend you, that’s gold.

Lee Kantor: Now, you mentioned the niche, even if you serve a lot of people, is it important to be kind of the go-to person in some niche? And that does kind of make you easier to refer, because then it becomes an easier referral because this person’s an expert in trauma or this person’s an expert in marriage counseling. Like they know that if they go there, they’re going to probably get a good outcome.

Amanda Leno: Yes, I would agree with that 100 percent. I have witnessed what you might call generalists not do as well, because you’re really trying to communicate to the community why should you come to me, why am I the person that’s going to be the best fit for your particular needs.

Amanda Leno: And usually people are coming in with things that they’re really challenged with. I mean, if your marriage is on the rocks, you’re not going to want to go to a provider who just has sort of dabbled in couples counseling, right? You want somebody who really knows what they’re doing, that you really feel like can help you. And so, I do find the niche training really helpful to being successful in this business.

Lee Kantor: Yeah, I talked to a lot of people, and I’m a big proponent of that as well, like I say, niches bring riches. You have to be the go-to of something, I think, to differentiate yourself. And a lot of people are just afraid to say no to people. So, they say yes to everybody, and then they become known for nothing because they say yes to everything.

Amanda Leno: Yeah, absolutely. And for that, I would say go to an intern. We have an intern program where when clients see them, they know that’s what they’re there for. They are trying to get experience in a lot of different areas with really fantastic supervision. But even then, even interns have their somewhat niches as well.

Lee Kantor: Now, why was it important for you to become part of the WBEC-West community? What were you hoping to get out of that relationship?

Amanda Leno: Yeah. You know, I thought to myself, I really want to be a part of another community that’s specific to supporting women. It’s tough out there, right? Most business owners in my industry and similar industries did not go to business school, and so we need maybe the extra support. And I just thought, well, supporting other women sounds like a win-win either way, and it’s been awesome.

Lee Kantor: Now, is there any advice you would give other women who are thinking about launching their own business, or even if it’s not their own business, maybe becoming more of a leader within the business they’re in? Is there some advice you’d like to share?

Amanda Leno: I would say give yourself permission to make money. I know that seems kind of funny because that’s sort of the point, but I’ve noticed that that women are often kind of conditioned to be smaller, quieter, not take as much space, things like that. And it is amazing how many women notice some internal dialog they have about being successful financially in their career. And so, I think something as simple as giving yourself permission to succeed, and to take up space, and to be successful is a wonderful mindset to start out with.

Lee Kantor: So, aim higher.

Amanda Leno: Absolutely. Absolutely.

Lee Kantor: So, what are you looking ahead to? Is there any goal or roadmap you have for your business or yourself?

Amanda Leno: Yeah. Thrive, we plan to expand. We just have the one location in Gilbert right now, but we are looking to expanding to Queen Creek and Ahwatukee. Our most recent venture has been in the area of ketamine assisted psychotherapy, so we want to continue to expand on that and get the word out. Some of our specialties related to the integration of therapy with ketamine assisted therapy, making sure people understand the difference, and educating our community more on that topic.

Lee Kantor: Well, thank you so much for sharing your story today. You’re doing such important work and we appreciate you. Is there a website or a way to connect if somebody wants to learn more?

Amanda Leno: Oh, sure. Our socials are Facebook and Instagram, @thrivecounselingaz, as well as our website is thrivecounselingaz.com. Our intake coordinator can via reached by text or phone as well. So, if you ever want to get in touch to make an appointment, just visit our website and reach out to her there.

Lee Kantor: Well, Amanda, thank you again for sharing your story.

Amanda Leno: Thank you so much for having me.

Lee Kantor: All right. This is Lee Kantor, we’ll see you all next time on Women In Motion.

 

Tagged With: Thrive Counceling Services

Georgia Technology Summit 2025

April 24, 2025 by angishields

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Georgia Technology Summit brings together 1000+ Georgia-focused technologists to network, learn, and engage with the latest trends in Georgia innovation. This year’s summit was held at the Woodruff Arts Center, a stunning and iconic cultural landmark located in the heart of Midtown Atlanta.

Reggie-MarableReggie Marable, Head of Sales, Sierra

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Loretta-DanielsDr. Loretta Daniels, Technology Association of Georgia’, TAG-Ed

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Georgia Technology Summit 2025: Loretta Daniels with TAG Education Collaborative

April 24, 2025 by angishields

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Georgia Technology Summit 2025: Loretta Daniels with TAG Education Collaborative
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Georgia Technology Summit brings together 1000+ Georgia-focused technologists to network, learn, and engage with the latest trends in Georgia innovation. This year’s summit was held at the Woodruff Arts Center, a stunning and iconic cultural landmark located in the heart of Midtown Atlanta.

Loretta-DanielsDr. Loretta Daniels, Interim Executive Director, Technology Association of Georgia’, TAG-Ed and CEO and Managing Partner at Kendall and Kendrick Consulting Group, is an expert in organizational Leadership, DEI, conflict management, and communication.

As an executive leader in the corporate arena, she has served in executive leadership roles such as Chief Executive Officer, Chief Operations Officer, Vice President of Sales and Marketing, Executive Director of Sales Operations, and General Manager.

In addition, she has written corporate training manuals Leading by Example and Fast Track to Excellence. As the former Executive Director of Corporate Relations of Kennesaw State University (KSU), she worked with medium and large organizations to define and deliver leadership growth certificate programs aligned with the company’s vision and objectives.

Dr. Daniels has recently created TAG Bridge Builders, a social justice and equity initiative to promote Georgia’s underrepresented tech professionals advance from mid-level positions to senior-level leadership roles, providing access to funding and customer acquisition for tech entrepreneurs.

Dr. Daniels partnered with C-level Leadership and HR to determine leadership development goals, identify training gaps, enable cultural workplace initiatives, and implement gender pay equality and equitable hiring practices. In addition, she served as the University Office of Diversity and Inclusion CoChair and Presidential Commission on Gender & Work-Life Issues. Also, she advised executive teams, including the President and Chief Diversity Officer, consulted as a subject matter expert on DEI challenges and solutions, and supported DEI’s continuous improvement efforts.

As an adjunct leadership instructor at KSU since 2002, Dr. Daniels delivered in-class and online lectures encouraging students to think strategically by applying fundamentals to real-world problems. Courses taught included Corporate Communication and Conflict Resolution, Human Communications, Public Speaking, Writing for Public Communication, and Foundations of Leadership. Additionally, she has designed a Coursera Specialty Certificate program, Advanced Leadership Skills for the 21st Century Specialization Certificate.

Dr. Daniels received a Doctor of Philosophy (Ph.D.) in Organizational Leadership from Johnson University, a Master of Science (MS) in Conflict Management, a Bachelor of Arts (BA) in Communication from Bradley University, and a Bachelor of Science (BS) in Mass Communication/Media Studies from KSU. She is a Certified Diversity Professional and the author of two books, For Women Only, Women Mean Business (J & W Publishers, 1992), and Unlock Your Success, a Comprehensive Guide for Starting a Successful Business (J & W Publishers, 2006). Dr. Daniels’ upcoming book, Organizational Leadership, published by SAGE Publications, will be available in January 2025 This textbook will offer a new and comprehensive approach to organizational leadership to address the paradigm shift in our global business community.

Connect with Dr. Daniels on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Georgia Technology Summit 2025 at the Woodruff Arts Center. This is Business RadioX. And now here’s your host.

Lee Kantor: Lee Kantor here broadcasting live from Georgia Technology Summit 2025. So excited to be talking to my next guest, Loretta Daniels with TAG Education Collaborative. Welcome, Loretta.

Loretta Daniels: Oh, thanks for having me.

Lee Kantor: Well, I’m so excited to get caught up. Uh, for folks who aren’t familiar, can you tell us about TAG Education Collaborative? How are you serving folks?

Loretta Daniels: Yeah. Um, we are the 501 C3 charity side of TAG. The Technology Association of Georgia.

Lee Kantor: So, what’s your backstory? How’d you get involved with TAG?

Loretta Daniels: Uh, it’s been about two and a half years now, and, um, I got involved by coming in and creating a program for the workforce. It was a program really designed to help the underserved population enter into the tech workforce. Also to help businesses acquire customers and capital.

Lee Kantor: So, uh, how’s it going?

Loretta Daniels: It’s going extremely well since then. Um, now I have, um, received a promotion, and I. I manage the entire tag editor collaborative. And so our focus there is workforce development, leadership development and entrepreneurial success.

Lee Kantor: So, um, how do you work with kind of the universities and the I would imagine you’re also kind of dipping into maybe high schools and middle schools and, and even do you go down to elementary as well?

Loretta Daniels: Right. There are a couple of our programs. We we do like to focus on immediate workforce needs. So we do have a program, a couple of programs like Georgia Stem day and Day of Day of Code, which introduces K-12, more of the younger students to an experience of, um, AI and other technology. What our focus is how do we help high schoolers, uh, be prepared to enter into the workforce? Some may want to go to college, some may not. Um, but we do have a high school internship program that’s starting, um, next month. Uh, for that. Um, also, we work with colleges. We we understand the most important thing is for college curriculum to be designed to help to meet the needs for the workforce. As a professor, um, of leadership, I think it’s really important that we address that now.

Lee Kantor: Are you getting a lot of kind of collaboration with the university? Because I would imagine that’s in their best interest to be as up to date when it comes to this type of learning and knowledge.

Loretta Daniels: Yeah, exactly. Like the business school at KSU. Um, they help to collaborate to make sure that the curriculum is designed to meet the needs. Um, companies like, um, Again, like Tag and companies like Honeywell and other type of industry leaders, it’s important for them to go into the classroom. So Georgia State, Georgia Tech, Kennesaw State, these are all schools that allow these companies to come in to say, here’s what curriculum looks like. Let’s talk to your students. Let’s make sure that we have a prepared workforce.

Lee Kantor: Now, is it something that the the the enterprise organizations, are they kind of leaning into this? Because in my mind, it’s common sense. Like you, you’re getting a chance to shape your, your next employee in a way that that’s going to solve some training problems down the road. If we can kind of get them at least beginning their training at the university level.

Loretta Daniels: Yeah, I think we have to take it to a next level, right. So many are accustomed to going in for career days saying, here’s what we have. We have internships.

Lee Kantor: So they think they’re done there. Right. And it’s more than that. Right.

Loretta Daniels: It’s more than that. It’s being involved.

Lee Kantor: So how would you recommend like? Like if you had a chance to have a conversation with somebody at enterprise? What how would you communicate to them on how to best leverage this opportunity to work with Tag in this way?

Loretta Daniels: I would say meet with your department leaders, establish exactly what you’re going to need, especially with AI and all the new technology. What are you going to need? Don’t make assumptions that the curriculum is going to meet your needs. So then schedule a meeting with the dean of the university to say, here’s what we’re looking for. Here are our job descriptions. Let’s align this with your curriculum. And if your curriculum aligns, that’s great. If not, let’s take a look at how we can enhance it and allow our leaders to come in and speak to your students.

Lee Kantor: So it can be kind of customized to what they need. I think that they’re not connecting the dots, and they’re not understanding the full scope of what is possible.

Loretta Daniels: Exactly. Customization is possible. We’re not looking for, um, enterprise to come in and change the curriculum just to enhance the curriculum. So it’s meeting the need. Again, with AI and technology, it moves at a rapid pace. So the curriculum needs to change and adjust accordingly.

Lee Kantor: Right. This is one of the things that university, if they remember, is there to serve their students and to give them the best possible chance of success. And this is a chance to really kind of not wait until this is dribbled down to a textbook. Right? Like you can get this in real time. Almost.

Loretta Daniels: Yeah, that’s one of the reasons I left the corporate world. I was a C-suite executive in the medical device industry, but always teaching adjunct, you know, at KSU. Right. And one of the things I wanted to do was to go full time with the university to say here, not everyone wants to go out and be a PhD, right? They’re there to get a job.

Lee Kantor: Exactly.

Loretta Daniels: How do we prepare them to get a job today? Exactly.

Lee Kantor: So, uh, now. So what do you need more of? Do you need more kind of, uh, enterprise level organizations to want to take this kind of leap and work together, or is that the challenge or the biggest rock that you’re kind of dealing with?

Loretta Daniels: Yeah, for us, we are establishing more partnerships. So the more, um, educators can work through us, we can be that middleman, right? So that the industry leaders can come to us, tell us what their challenges are. We will help to connect them with the universities to make that change. We have a very unique program now where the first in the state of Georgia to have a registered tech apprenticeship program, and that’s very unique because it helps these employers tap into untapped talent. These are individuals who may or may not have a college degree. Right. Um, and it allows them to have training. But before they even go into training, like cybersecurity or software developer, um, they are hired by the companies. So they are full time employee. It’s different from an internship program, but it’s one of the most effective workforce gap fillers right now.

Lee Kantor: Because once they go through that, the company has an employee. The company is an employee throughout the whole process.

Loretta Daniels: Yeah, you have a company employee, but you don’t have someone who’s just coming out of college. Because if when you look at the numbers, there is simply not enough college graduates in tech in, in the tech arena to fill these jobs. Right. And so we have to look at those who may have a degree in business or may have a degree in nursing or English and get them trained into tech jobs. And now you’re filling that gap that you would not have had that talent to fill.

Lee Kantor: Right. But it requires you to kind of think outside the box here a little bit and really expand what you’re defining as that prospective student. Right. Like this is a it sounds like a little bit of a leap of faith.

Loretta Daniels: Yes. But you have to companies have to be more innovative in their approach to filling the jobs.

Lee Kantor: Because they’re not going to fill themselves. So you better be doing the work.

Loretta Daniels: Mhm. Exactly.

Lee Kantor: So if somebody wants to connect with you um, or learn more about how to collaborate, what is the best way to do that.

Loretta Daniels: Visit our website. Tag online.com.

Lee Kantor: And then uh, they can go there and then they can just find the appropriate program.

Loretta Daniels: Yes. And the what they want to look for are programs. If they’re looking for leadership development, professional development, upskilling or reskilling for AI. Um, whether they’re looking for steam or just how do I prepare now to get into the workforce.

Lee Kantor: Now, is there a story you can share, maybe that, um, illustrates or gives the listener an idea of what’s possible?

Loretta Daniels: Yeah, I’ve got two stories real quick. Um, one is the registered tech apprenticeship program. We have. We’ve just, um, placed a couple of apprentices in one of our organizations around board organizations. They are doing very well. They’ve gone from not having a tech career to one was working, I think, in a restaurant, and now they are cybersecurity analysts with a real job making real money. Right. Another is on the entrepreneurial side, um, we have invest connect. Um, and that’s where we allow these, um, tech entrepreneurs to present for, for, for, um, pitch competition funds. But not only that, half of the room are, are, um, investors. So we’ve just got a report that three entrepreneurs were able to get funding through Invest Connect.

Lee Kantor: Wow. The impact is real.

Loretta Daniels: Yes it is.

Lee Kantor: Well, thank you, Loretta, for sharing your story today. You’re doing such important work and we appreciate you. All right. This is Lee Kantor back in a few a Georgia Technology Summit 2025.

 

Tagged With: Georgia Technology Summit 2025, TAG, Technology Association of Georgia

Georgia Technology Summit 2025: Scott McMichael with Improving

April 24, 2025 by angishields

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Atlanta Business Radio
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Georgia Technology Summit brings together 1000+ Georgia-focused technologists to network, learn, and engage with the latest trends in Georgia innovation. This year’s summit was held at the Woodruff Arts Center, a stunning and iconic cultural landmark located in the heart of Midtown Atlanta.

Scott-McMichaelScott McMichael serves as Managing Director of North America at Improving, supporting the enterprises and having oversight of Improving’s strategic service offerings.

His primary focus is growing and positioning the company for greater impact across North America to positively change the perception of the IT profession. This includes business development, delivery excellence, plus attracting and growing technology professionals by creating a great work culture.

Prior to working with Improving, Scott held multiple leadership positions for consulting organizations – President and COO at Innovative Architects, which was acquired by Improving in 2019, and VP of Operations & Delivery at American System Corporation/Thoughtmill. As an energetic technology leader, Scott is passionate about assembling dynamic teams that deliver enterprise platform solutions.

He is a Georgia native, having served the client and his community of North Metro Atlanta for his entire career. He serves on the Alpharetta Chamber of Commerce Board of Directors, and is an active member of Conscious Capitalism’s Senior Leaders Network. Scott is a graduate of Southern Polytechnic State University and resides in Milton, Georgia with his wife and four kids.

Connect with Scott on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Georgia Technology Summit 2025 at the Woodruff Arts Center. This is Business RadioX. And now here’s your host.

Lee Kantor: Lee Kantor here broadcasting live from the Georgia Technology Summit 2025. So excited to be talking to my next guest, Scott McMichael with Improving Atlanta. Also on the Tag board of Directors and co-chair of today’s event. Welcome, Scott.

Scott McMichael: It is good to be here. And it’s an active scene here in the lobby, isn’t it, Lee?

Lee Kantor: Yeah, there’s a lot of energy, a lot of excitement. So many people, so many familiar faces. How has the event evolved since you’ve been involved with it?

Scott McMichael: So this year I had the opportunity to be co-chair, and about halfway through the process, Larry Williams, who’s CEO of Tag, said, hey, I got a great idea. Why don’t we get a head start and start planning next year as well? So we’re trying to to to get ahead of things for next year. But the when you think about the evolution, I think that, um, there was a topic out there in the world called AI, the quantum verse. How long were we going to be able to ignore that? Now no one’s running around a tag event giving you their tip top secrets or or sharing their intellectual intellectual property on, on fobs or or through through some sort of, uh, agent. But this is a this issue is a big economic issue. This issue affects how we see data centers coming into our local economy, this issue of how we tackle AI. Um, I’ll use the term inside of my own business. They who who, uh, harness AI win the day. And we’re in the technology business, so we have an obligation to help our clients understand at really every level of their business how they’re connected to AI. So as we look at it through the lens of tag, we don’t have a choice but to address this topic from really every single angle. And that’s how they’ve structured that content for our guest today.

Lee Kantor: Now, how do you help your clients kind of decide what should we lean into when it comes to AI and what should we say? You know what? This is a human to human interaction that we don’t want to, uh, avoid happening. We want more human to human interaction. So how do you kind of, um, I was talking to another guest, and I mentioned this, like, just because you have a hammer doesn’t mean everything’s a nail. You. Part of being smart about this is knowing when to use the appropriate tool for the appropriate work that needs to be done.

Scott McMichael: It is a great question, Lee. And and you can print this on a fortune cookie tag, but, um, make no assumptions about how the client and where the client places their intellectual value, right? So we’ve done business with a nonprofit to build a registration system that now incorporates AI to that, that organizes camps for kids. Well, it sort of seems like that’s been done or is available and off the shelf. And you could go to CompUSA and pull cellophane right off the shelf, right. But that interaction and how they work with sponsors, how they interact with parents, is what they think is their most special sauce, their most special intellectual property. So that’s what we really try to get to the core of is, is this what makes you different, or is this what you have to have? If you have to have it, then there probably is a hammer on the shelf. If this is something that makes you uniquely different, then how do we uniquely deploy this sort of product scenario that that separates you out in the market? Because without that differentiation, it’s just an expensive. How did we end up with this on our cap table?

Lee Kantor: And it’s one of those things like um, when it comes to at one point there was the technology of I’m going to call somebody and they’re going to route me five times through some phone tree, right. And at one point, that was supposed to be elegant, and at one point that was supposed to solve some problems, right? But it just frustrates their customers a lot of times. So how do you kind of prevent AI from being that?

Scott McMichael: It’s it’s the scenario was actually spoken about on our stage today with Brett Taylor, who’s an aficionado at this sort of user experience. Um, when I look at those differences, I sort of say, uh, the difference in yesterday’s technology or an IVR technology like that is, is something that you can draw out in a, in a serial process, right? We could workflow that we could understand it, we could comprehend it, comprehend it. We could, uh, put together the marketing people, the product people, the technology people. We all now understand that one comes before two and two comes before three. This isn’t how we think about things anymore in technology at all, right? That interwovenness that speed of experience is just expected from those clients. And so now when we think about, uh, artificial intelligence and these, uh, agentic workflows, doing some thinking for us, we really believe that some of that thinking is good thinking, that that ability for me to not have to go through three steps. Step two, step three, step four, but to be able to skip to step five and really get to the right best, uh, solution for my answer. Solution to my problem. And maybe or maybe not. Do I speak with an individual human? Um. Those humans, we hope, upskill and become more and more intelligent. More and more, uh, higher, high skilled, more and more knowledgeable of the thing that they’re trying to solve for us. You know, we’ve been talking about, uh, technology replacing human capital since I started in this business 30 years ago, just at the onset of the web. I’m not sure I’ve replaced any jobs so far, actually, but I hope I have upskilled jobs along the way.

Lee Kantor: Now, from an improving Atlanta standpoint, who is the ideal customer for you improving?

Scott McMichael: Uh, Atlanta is our local office. We are part of a now global organization, and we have found we have this conversation on a pretty regular basis. It isn’t based on an industry, a technology, a a choice of technology platform. For us, it is the innovators, the people who have already decided that they’re not just a, a, an organization who needs enabling technology, but they’re an organization that is a technology organization that whether they ship pallets or make candies or order, uh, or provide pizzas to parties, they’ve already decided that a technology connected supply chain is what will differentiate them. It’s in the core of their business. We don’t want to be fighting an uphill battle on. Are we sure we need an app? Did we ever need the website? If you think about prior, you know, major decisions. So for us it is. It’s the group that’s like we’re enthusiastic about making ourselves different and really of more value through technology, regardless of of industry or tech.

Lee Kantor: And then so what is that problem that they’re having that it’s just not working as well as they’d like, or they’re frustrated by some element of it where improving is going to be able to improve their situation.

Scott McMichael: It’s a good question. One of the first, uh, things that we find is people have a a good fear of technology debt lest don’t get behind the eight ball. Are we still, uh, staying competitive? Do we have the tool sets now that are at our fingertips, that only the largest fortune 1000 could have had access to before? Can we now be the right size fish in that right size pond and leverage enterprise technology and elevate ourselves? Let us sit side by side with the top fortune companies. And so those are great conversations to have.

Lee Kantor: So you focus on mid market. Is that kind of your.

Speaker4: I would say.

Scott McMichael: Upper mid market. Um but there is no client that has been too small or too large in the last uh in the last year. So uh, some of our competition has really focused in and decided that there is a, a profile of client. That is where they need to focus. It’s where they are best situated. It’s the right size problem, the right size budget. We haven’t made that step yet. In our business, you find that we are sort of what we call a global boutique. We want to deploy local, um, in-office if we can, collaborative product development and systems integration and a sort of in that boutique way, like you really are collaborating and arm in arm and building that next, uh, piece of technology, but then be able to deploy globally when it’s time or when it’s time for that total cost of ownership or when it’s time to get to some more, to maybe less innovation and more operational, uh, stages of your products development.

Lee Kantor: So what do you need more of? How can we help you?

Scott McMichael: That’s a great question. It is always a pleasure to have Business RadioX present, uh, promoting what it is we do, uh, in, in the technology community across not just Atlanta, but across Georgia. I think that the more my sort of I see this as my sort of second career in tag, um, where I am in my career and where I am in my community is we want to make sure that everybody understands that when they send their kids off to MIT and these in Stanford and all these great, uh, institutions, that they know that that educational system is just as strong right here. Um, I think sometimes in our technology organization in Georgia, uh, the kids driving down the road would say, I have no idea what’s going on on the other side of that concrete wall. I believe that where you can help us and where we need to help ourselves, is to promote that vitality of the technology market that is right within our reach, a growing, booming leading technology market across Georgia.

Lee Kantor: And then, like you said, cast that wider net and not define technology so narrowly.

Scott McMichael: Well said.

Lee Kantor: So if somebody wants to connect with you, whether it’s about tag, whether it’s about next year’s summit or improving Atlanta, what are the best coordinates for you?

Scott McMichael: Absolutely. Reach out anytime. Scott McMichael at improving. Com or hit me up on LinkedIn.

Lee Kantor: And then improving his website.

Scott McMichael: Improving. Com.

Lee Kantor: Well Scott, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Scott McMichael: Thanks, man.

Lee Kantor: All right. This is Lee Kantor back in a few. At Georgia Technology Summit 2025.

 

Tagged With: Georgia Technology Summit 2025, Improving

Georgia Technology Summit 2025: Beverly Wright with Wavicle Data Solutions

April 24, 2025 by angishields

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Atlanta Business Radio
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Georgia Technology Summit brings together 1000+ Georgia-focused technologists to network, learn, and engage with the latest trends in Georgia innovation. This year’s summit was held at the Woodruff Arts Center, a stunning and iconic cultural landmark located in the heart of Midtown Atlanta.

Beverly-Wright-hsDr. Beverly Wright serves as VP of Data Science & AI at Wavicle Data Solutions, and Executive Director for Data Science & AI at University of Georgia, as well as Past President of INFORMS Analytics Society, Chair of Data Science & AI Society at Technology Association of Georgia, and host of TAG Data Talk podcast.

Beverly is a sought-after professional speaker at established conferences, presenting on topics related to data science, artificial intelligence, ethical AI, human-AI collaboration, consumer insights, and marketing analytics.

She operates a nonprofit that leverages data science talent, tools, and resources for community betterment, tackling tough issues like human trafficking, opioid and other addictions, mental health, and other causes.

Through University of Georgia’s Executive Education team, Beverly leads the data science & AI program conceptualization, development, staffing, delivery, and evaluation.

Beverly earned a PhD in Marketing Science, a Master of Science degree in Analytical Methods, and a Bachelor’s degree in Decision Sciences.

Beverly received Professional Research Certification from the Marketing Research Association, is currently a Certified Analytics Professional – Expert level from INFORMS, and regularly presents at professional and academic conferences, publishes articles in multiple business journals and conference proceedings, and maintains an active academic research agenda.

Connect with Beverly on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Georgia Technology Summit 2025 at the Woodruff Arts Center. This is Business RadioX. And now here’s your host.

Lee Kantor: Lee Kantor here. Uh, live at the Georgia Technology Summit 2025. So excited to be talking to my next guest, Beverly Wright with Wavicle Data Solutions. Welcome.

Beverly Wright: Hey, thanks for having me.

Lee Kantor: Well, I’m excited to learn what you’re up to. Tell us a little bit about Wavicle Data Solutions.

Beverly Wright: Yeah, we are a consulting company. We do everything services wise between data and AI. We help our clients save more money and make more money.

Lee Kantor: That’s a noble goal. So, um, tell us a little bit about, uh, the Georgia Technology Summit. Why are you here? Like, what are you what are you up to here?

Beverly Wright: Yeah, well, the Georgia Technology Summit is the largest event for Technology Association of Georgia, and my involvement is multifold. Number one, I am the chair for the Tag Data Science and AI society, which is a kind of a special interest group within Tag. And secondly, I’m the co-chair for the um, Georgia Technology Summit itself. And then thirdly, I’m one of the presenters. I’m moderating a panel, which I’m super excited about.

Lee Kantor: So for folks who are maybe not as immersed in the technology world here in Georgia, but maybe they should be. Can you tell us a little bit about your experience working with tag and why tag is so important?

Beverly Wright: Oh my gosh.

Lee Kantor: Atlanta and Georgia as a whole.

Beverly Wright: Yeah yeah yeah. Glad I’m glad you asked. So the reasons to get involved in tag are so many especially. It helps you not just learn about what’s going on through the heavy content that we deliver through some of our events, but really engage, um, by putting hands on activities involved in our initiatives. So as a quick example, the data science and AI society. Um, we help people learn by doing called experiential learning, by, uh, presenting purpose projects over the summer that help nonprofits. So if you’re curious about what is this AI thing that everybody’s talking about, one of the ways you can really get hands on experience with it is, uh, to get involved in some of our nonprofit work where we’re helping others by doing our purpose projects. And then thirdly, um, just the community, such a tight knit community. I have a colleague who works at Google, and he moved to Atlanta to from Atlanta to New York recently. He came back, uh, last week just to visit. And he said, there is no tech community like the Atlanta tech community. So that’s the third reason.

Lee Kantor: Yeah. And could you talk a little bit more about that? Because I don’t, uh, we have interviewed a lot of people from all over the country, and I don’t think they, People understand that Atlanta is different when it comes to collaboration and community as compared to other markets. Can you talk about maybe other examples where you’ve seen people from elsewhere come here and say, this is definitely different. It feels different here.

Beverly Wright: Yeah, absolutely. I was talking to some colleagues from Dallas just two days ago, and they said, there is not a community like this, you know, anywhere in our area. Also, I have a second home in South Carolina near the Greenville area. Um, and it’s a similar kind of vibe that we it’s hard to find a community like this in other parts of the world. And thirdly, I had a friend who moved to Orlando recently and he said, I gotta move back. Like, I feel like there’s no it’s he’s trying to build a community like that. And, um, I think that at the core of it, I have to say is, um, I feel like our universities and institutes are at the core of it. Georgia Tech, the especially the Master of Science and Analytics program, they are really producing some heavy duty talent and create helping create this ecosystem. They’re a very important part of it, as are Kennesaw State, Emory, University of Georgia. Even so, the schools, I think, stimulate quite a bit, as well as the many startups that are here, just all tinkering away, trying to build their AI solutions.

Lee Kantor: Right. And it’s so important to have a healthy startup ecosystem because, you know, the ones that don’t work out, you need a place for those founders to bounce to somewhere else. So it’s not like one and done right. Where in some communities there’s not that density. So they they have an idea, they try to make it work, it doesn’t work. And then all of a sudden, you know, they’re doing something else, right? Where? Here. There’s a place for them to go.

Beverly Wright: Absolutely. Yeah. There’s definitely, uh, we embrace I mean, the companies in the area that I know of definitely embrace as much as they can, um, uh, the startup community to help get them engaged and help them get on their way.

Lee Kantor: So how important do you think is kind of the southern hospitality, just as part of the culture of being in the South and in Atlanta. Do you think that that’s also an element that creates kind of that collaboration?

Beverly Wright: For sure. I mean, if you look around, I wish you guys could see what we’re seeing right now. Those that are listening. But if you look around, I’m seeing more people, um, embrace each other with hugs. And you can tell that the smiles on the face, they were familiar faces. There are new people. Just the southern hospitality of the warmth, you know, in the tech community of greeting people. And especially it’s really interesting in data science and AI, where many of us are very heavily left brain. We’re statisticians, we’re computer scientists, we’re kind of nerdy, yet we’re still embracing the social charm.

Lee Kantor: Right? If there’s a level of that, the people make you feel comfortable faster, it’s like almost there’s a higher kind of degree of empathy and EQ, uh, in the group that makes people feel welcome.

Beverly Wright: Yes, absolutely. And you know what? That’s going to become more and more important as AI gets more and more integrated into our lives. The things that make us human are empathy, our caring, our connect, ability to connect with others. Those are the things that make us human. And we’re becoming becoming a much more salient as we move into the age of AI.

Lee Kantor: When it comes to that, can you share a little bit about your take on when it comes to AI that a lot of folks? Ai is new for them and they’re implementing it maybe for the first time at this level. How do they do it in a way where it’s not kind of a blunt instrument where it’s like, oh, I don’t have to have any humans anymore. This is just going to solve that kind of human relationship, uh, challenge that I have.

Beverly Wright: Oh, boy. This is a this is a big question. How much time do we have? No. Um, but let me just give you a quick background on that. So I’m working on a paper right now with two other coauthors. One of them is, um, my dear colleague Shannon Harlowe, and it’s about the convergent and divergent nature of AI. There are people that have worked in data their whole careers, like myself, like I graduated in 91 with decision sciences, so that was very rare. There were six people in my graduating class.

Lee Kantor: Not anymore.

Beverly Wright: Not anymore. And there were only three schools that had a program like that. Um, and now those those kinds of people that grew up from data and analytics and data science and now AI there, converging into AI, they sort of know what’s in the black box. You have a whole nother group of people that’s much larger that are divergent, where they’ve always worked in some other era area, you know, like if you all of a sudden said, I want to start using AI and those are sort of divergent. They’re they’re coming in from the outside, if you will. So those are sort of the immigrants and the native. So if you’re an immigrant, we welcome you. I mean, I don’t know the ins and outs of my vehicle, but I still drive it every day or most days. We welcome you. However, we also caution you as to. My advice would be to connect with those that are the natives like, understand their perspective, get connected with those who are engaging from a standpoint of development and that they know what’s in the black box.

Lee Kantor: Because sometimes I think when a new technology kind of arrives on the scene, you know, it’s that old saying, like when you have a hammer, everything’s a nail.

Beverly Wright: Right now, all of a sudden everybody has a hammer.

Lee Kantor: Right? So now I have an I hammer and I’m going to use it for everything. And I don’t have to think anymore because AI is going to do that for me.

Beverly Wright: Well, there is some concern about that, right? Right. We don’t want to turn our brains off, but the there’s more and more research to talk about how this is impacting us cognitively as well. That means, you know, from a cognitive mental compared to affective, which is your emotional, which is also impacting you there. And then your cognitive, which is the third dimension of a human that has to do with your, um, behavioral aspect. So it’s impacting us from all three dimensions. But I would certainly encourage anyone that’s interested in tinkering and learning more. Number one, definitely don’t turn the brain off. This is a tool. You know, a lot of people thought we were doomed when calculators came out, right? Exactly. That’s what I tell everybody.

Lee Kantor: I’m like, yeah. When I was a kid, they said no calculators. Like they thought that was going to be, that no one could do math anymore.

Beverly Wright: Right? Right, right. Well, we have seen a decline in that, I mean, and number. So don’t let yourself, you know, kind of don’t let the AI lead you. You know, you need to be the one that’s dominating. And um, secondly, be involved, like get involved, learn some things. And, you know, at a minimum, listen to tag data talk which exactly which is our podcast around tag. You know Technology Association of Georgia tag data talk.

Lee Kantor: And when it comes to Wavicle, what is kind of the problem that your prospective clients are having where Wavicle kind of can help?

Beverly Wright: We can solve so many types of problems. It’s a it’s very interesting. The majority of our work is actually around data data engineering, data structure, data architecture, getting data right. But the data science and AI section of our of our work, it can solve all kinds of complex problems. So to give you a quick example for a retailer that sells beverages, um, if they’re interested in knowing like what are people saying about us? How are people talking about us? How do they feel? What’s their sentiment? Um, what are some of the areas of opportunity that we can improve? Because obviously you want to make everything great for everybody, but you got to prioritize. You don’t have unlimited funds. So through data science and AI, you can gather that information just by scraping the web and gathering comments that people have made about you on something like a Google review. And that can be done fairly easily. That would help drive a business decision about how to better serve their customers.

Lee Kantor: So is it industry agnostic? This would work in any industry, yes.

Beverly Wright: Um, Wavicle works with all different kinds of industries. Um, we we don’t do as much in government or nonprofit. We do some still. Um, but the majority are fortune 500 companies. Uh, McDonald’s is a very good client of ours. We’re headquartered in Chicago. And the second one that is, um, I believe in Tennessee is pilot the flying J. Pilot flying J. Yeah. Yeah.

Lee Kantor: They’re all over the place.

Beverly Wright: Yeah, those are our top two clients. So we’re solving all kinds of problems from them for them regularly.

Lee Kantor: So if somebody wanted to learn more about Wavicle, uh, what is the best way to connect? What’s a website?

Beverly Wright: Yeah, Wavicle Datacom is our website. You can also always reach out to me. Beverly Wright I’m on LinkedIn. Um, kind of kind of hard to miss me if you put in Beverly Wright data.

Lee Kantor: Well, Beverly, thank you so much for sharing your story today. You’re doing such important work, and we appreciate you.

Beverly Wright: Absolutely. Thank you so much for having me.

Lee Kantor: All right. This Lee Kantor back in a few. A Georgia Technology Summit 2025.

 

Tagged With: Georgia Technology Summit 2025, Wavicle Data Solutions

Georgia Technology Summit 2025: Laura Gibson-Lamonthe with Georgia Fintech Academy

April 24, 2025 by angishields

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Atlanta Business Radio
Georgia Technology Summit 2025: Laura Gibson-Lamonthe with Georgia Fintech Academy
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Georgia Technology Summit brings together 1000+ Georgia-focused technologists to network, learn, and engage with the latest trends in Georgia innovation. This year’s summit was held at the Woodruff Arts Center, a stunning and iconic cultural landmark located in the heart of Midtown Atlanta.

Laura-Gibson-LamontheAs the Executive Director of the Georgia Fintech Academy, Laura Gibson-Lamothe’s primary objective is to drive meaningful impact within the industry through the implementation of a comprehensive diverse talent development program.

The Georgia Fintech Academy focuses on educating and empowering the next generation of fintech professionals by fostering collaboration with 26 institutions aligned with the University System of Georgia, as well as private universities and HBCUs. Our commitment extends to creating academic pathways to fintech at the secondary level, strategically cultivating a reservoir of talented individuals poised to shape the future of the industry.

Connect with Laura on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Georgia Technology Summit 2025 at the Woodruff Arts Center. This is Business RadioX. And now here’s your host.

Lee Kantor: Lee Kantor here, broadcasting live from the Woodruff Arts Center for the Georgia Technology Summit 2025. So excited to be talking to my next guest, Laura Gibson-Lamonthe. And she is with the Georgia Fintech Academy. Welcome.

Laura Gibson-Lamonthe: Thank you. So happy to be here.

Lee Kantor: Well, I’m so excited to learn what you’re up to. Uh, catch us up. Tell us about the Georgia Fintech Academy. How you serving, folks?

Laura Gibson-Lamonthe: Yes. So we are a talent development initiative within the University System of Georgia, serving all 26 public facing institutions across the state with a fintech curriculum. And so we’re not only providing this the skills and education for our students, but helping them navigate pathways into this industry. So it’s an exciting opportunity to join industry at events like this one. Um, and so we’re here today with several students representing a number of different universities, giving them access to the network and the insights from a technology perspective right here, live in action on campus here at the Woodruff Center.

Lee Kantor: So fintech is one of the, uh, hubs that we have here in technology in the metro Atlanta area. How do you develop the, uh, curriculum for your academies? Are you partnering with the enterprise organizations, like what does that kind of collaboration look like?

Laura Gibson-Lamonthe: Yeah, I like to say we are in lock step with the industry. The industry is evolving so quickly. It’s such a dynamic, uh, field and an exciting time around innovation. And so for us to innovate on the curriculum and how we deliver it means that we have to continuously refine and ensure that we have a close understanding of where the industry. Trends are heading and how we can best provide some of that education in. The curriculum. And so we work with a lot of our partners and have developed a routine where we’re reviewing the curriculum. We’re allowing industry to opine upon that curriculum, and then we’re making curriculum enhancements along the way. And so it’s it’s been exciting to to come and attend these events where, you know, people are showcasing real time some of the technology developments that they have on their radar. And we’re already, you know, writing down notes, um, have conversations, follow ups, obviously, I and embedded payments and some other trends are at the forefront of conversations. We now have to kind of take that back into our, our our mothership. I say, and dissect what that means from an education perspective and ensure that our curriculum is reflective of what the industry is doing and focusing on.

Lee Kantor: So, uh, tell us a little bit about the student who is attracted to this. Like, when does their interest begin? Is it something that you have to even start thinking about? Let’s create some curriculum for elementary and middle and high school.

Laura Gibson-Lamonthe: Yes, yes. So we work closely with the Department of Education. We have students that are taking under the dual enrollment program, uh, focused uh, classes on fintech. Uh, but then outside of that, we’re also providing some exposure early on. I think one of the things that’s a prerequisite to fintech is financial literacy. Um, which is a whole nother conversation we should have in the future. Right. But for math, I mean.

Lee Kantor: That’s critical for even if you’re not going to pursue it as a career, that just that kind of base education is invaluable.

Laura Gibson-Lamonthe: Yep. And I think financial literacy is almost the gateway to fintech for me personally, financial literacy and having to overcome some challenges, um, that I’ve had navigating, you know, just being a consumer, um, and someone who is, you know, starting to earn money and learning how to, you know, best, manage money. It it opened the doors to conversations around the technology that’s providing solutions and services for people to, uh, basically transact, uh, financially. And so for me, it became a career through my financial literacy journey. And I think for students, it’s about educating them about, you know, traditional finance, um, you know, best practices. And it kind of opens that door for, hey, there’s a career in this industry for me, right?

Lee Kantor: My dream is if education could explain to a young person the power of compounding, if they could just do that at a super young age. Um, I think it’s a game changer.

Laura Gibson-Lamonthe: Yes, it is. And I think one of the things that’s really exciting for me is to start seeing some of the students who are taking that, uh, extra step to become founders. So they’re identifying the pain points and the challenges through that financial literacy journey to say, I actually want to be a part of the solution, um, and bring that to the table. So it’s not necessarily just traditional pathways. We’re also focused on entrepreneurship as well.

Lee Kantor: So now, um, has how long has the academy been around?

Laura Gibson-Lamonthe: We’re about to celebrate our five year anniversary. So super excited. 10,000 students.

Lee Kantor: 10,000 students. Yeah. I mean, can you imagine 10,000 people going through the how? That’s so important.

Laura Gibson-Lamonthe: It is, it is. And it’s it’s all happening right here in Georgia. So we’re getting major focus from some of our competitors. And I think, you know, states outside of the state of Georgia that are looking in, uh, at the success of the program and what we’ve been able to achieve. But our focus now is, is really emphasizing the need for jobs, um, internships, full time placement. Obviously, the market is is, you know, taking a shift lately. And our focus is really trying to identify where those opportunities are and help students get placed in them. So we’re constantly facilitating those conversations with companies.

Lee Kantor: Now, has there been any, uh, graduates that have gone on either to start their own business or any kind of success stories you can share?

Laura Gibson-Lamonthe: Yeah, I think one of my favorite success stories, um, only because I’m here in the, uh, the Georgia Technology Summit, uh, last year at, uh, one of the other partner events, Fintech South, we had a student who was literally manning the table, the booth in the expo hall for Truist. Uh, and that student was a recent graduate of the Georgia Fintech Academy. We also had around 30 students attending that event, just as, uh, registrants for and participating in that event. They saw her and were like, that’s what we want to get to. We want to be on the other side working and representing that Truist brand. And I think for me, that was a full cycle of seeing that student, obviously, um, for me seeing her sophomore, junior, senior year and then now working as a career professional at Truist. But then seeing the students who were reflecting on that near peer as a as a goal for what they were aspirational.

Lee Kantor: And now it’s real.

Laura Gibson-Lamonthe: Exactly, exactly. And then the other.

Lee Kantor: Could be you.

Laura Gibson-Lamonthe: Yes, exactly. It could be you. It’s attainable. I think so many times students see, especially at these conferences, they see the executives. Right. You know, folks who are more, you know, tenured and senior in their roles. And it’s a little bit out of touch, right?

Lee Kantor: They don’t see they don’t connect the dots how that’s kind of viable for them. But when they see somebody they know or seen around, all of a sudden they’re there. Yep. Then why not me?

Laura Gibson-Lamonthe: Yes, yes. And we talk about representation that really matters. Representation means a lot of things. Um, it could be, you know, something where it connects with the student and they can they can now kind of realize that that goal and that, that focus. So, um, those opportunities are there’s so many of them that I’ve come across and watching students, you know, get on the stage and represent their own brands as entrepreneurs or as another one. Um, and we’ve had students that, you know, apprentice with some startups here in the state. Um, you know, we’ve had students go over and work at the Atlanta Tech Village, which is doing exciting things here in Atlanta and Georgia as well. Um, and so being able to see them shine in different ways, in different capacities and kind of broaden their horizons as far as where their career pathway could lead them has been been really rewarding.

Lee Kantor: So what do you need more of? How can we help you?

Laura Gibson-Lamonthe: Yes, I need jobs. I need job. Job jobs, I need internships. I’m looking for internships and and and jobs. Full time placement opportunities. These roles, um, vary. I think in the fintech space, people think, you know, traditionally data science, cybersecurity. But we have, you know, students that are navigating pathways towards product, uh, management, product development, project management, marketing, even, um, consulting sales. There are so many different segments in this space. And I think for our students, we’re we’re now looking at, uh, just the industry much more broadly. And so for for folks who are in an organization who are looking for early talent, um, and not just early talent, we also have, uh, folks that are continuing ed, they have, you know, more years of experience under their belt who are coming back into the academic fold to, you know, continue to refine their skills. And so we do have a growing portfolio of experienced professionals and some that are just embarking on their journey at the early talent stage.

Lee Kantor: Now, um, why was it important for you? Are you attending the event here or are you did you bring some students with you?

Laura Gibson-Lamonthe: I did bring some students with me. Um, and they’re they’re being good. They’re in the the main session right now and the main stage. Um, you know, we actually had a pep talk coaching session where we did kind of, like networking best practices, how to maximize what you’re getting out of this event. And so they’re they’re out here, um, meeting and learning and soaking up everything they can. Um, and so for us, it’s been, you know, kind of helping facilitate the, the networking, getting them warm and comfortable in this space. I think this also gives them an opportunity to demonstrate what they’ve learned, since they don’t necessarily get that, they get that with their peers. But to put them in a in an immersive experience where we are putting them, you know, with a couple of hundred or more, uh, professionals is is something that really gets them to, to get that practice and that skill refined.

Lee Kantor: So when you’re working with enterprise level organizations, or I’m sure you’re open to having conversations with startups as well. Yeah. Who at that organization is the right person for you to talk to? So you can explain the value of collaborating?

Laura Gibson-Lamonthe: Yeah. I think, you know, initially we start off with a lot of the folks in the talent space, air recruiting. Um, but for me, it’s really been, uh, extremely beneficial to, to meet with the folks that are on the tech side. You know, tech managers, leaders who are driving the talent acquisition strategy versus the execution of that strategy. So if you are anyone that’s influencing, uh, the plans for scalability within your organization when it comes to human resources and, and, and the people within your organization, that’s that’s who I really want to talk with. Um, for us, it’s going beyond the fact that you might have an immediate need to start starting to get more strategic about future state and what your growth goals are. Um, because those change over time and as we talked about earlier, the economy and where it stands today, and it’s a luxury to really invest in early talent, but it’s an imperative, uh, for the sustainability of any organization, no matter what stage you are in. Um, a matter of fact. So I think for having that conversation really requires leaders who are transforming and building and developing their organizations.

Lee Kantor: So if somebody wants to learn more, what’s the best way to connect with you or somebody on your team?

Laura Gibson-Lamonthe: Yes. So I would recommend going to our website, Georgia Fintech Academy. Org or you can find me on LinkedIn Laura Gibson Lamoth. Um, or if you just look up Laura Gibson, I pop up, uh, as well. Um, but we are always active. Um, you can find us at a lot of the industry events, uh, coming up, um, as well as, uh, some of the things that we’re doing on various campuses. So look out for us on on either channel.

Lee Kantor: Well, Laura, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Laura Gibson-Lamonthe: Thank you for having me.

Lee Kantor: All right. This is Lee Kantor back in a few at Georgia Technology Summit 2025.

 

Tagged With: Georgia Fintech Academy, Georgia Technology Summit 2025

Georgia Technology Summit 2025: Reggie Marable with Sierra

April 24, 2025 by angishields

ABR-Sierra-Feature
Atlanta Business Radio
Georgia Technology Summit 2025: Reggie Marable with Sierra
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Georgia-Technology-Summit

Georgia Technology Summit brings together 1000+ Georgia-focused technologists to network, learn, and engage with the latest trends in Georgia innovation. This year’s summit was held at the Woodruff Arts Center, a stunning and iconic cultural landmark located in the heart of Midtown Atlanta.

Reggie-MarableReggie Marable, Head of Sales at Sierra, is a dynamic sales leader with P&L responsibility and global leadership experience.

His passionate leadership style inspires collaboration, trust, and creativity. Reggie has led $400 million+ sales organizations while developing solution-selling leaders who deliver results.

Connect with Reggie on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Georgia Technology Summit 2025 at the Woodruff Arts Center. This is Business RadioX. And now here’s your host.

Lee Kantor: Lee Kantor here. So excited to be broadcasting from the 2025 Georgia Technology Summit. And so excited to be talking to my first guest today, Reggie Marable with Sierra. Welcome.

Reggie Marable: What’s up. How you doing? It’s great to be here.

Lee Kantor: Well I am doing well. I’m so excited to learn what you’re up to. Before we get too far into things. Tell us about Sierra.

Reggie Marable: Yeah, excited to tell you about Sierra. So Sierra is a startup that we’re based in San Francisco. Um, we’ve been out of stealth for a little over a year, but we’ve been a company for two years. And what we do is we create customer facing AI agents that represent a company’s brand, and they’re integrated in all parts of the customer experience. And these agents are very sophisticated. They can think and reason like human beings. They speak multiple languages. They have emotional intelligence. And then we interconnect to systems of record and sources of data. And these agents can actually take action on your behalf 24 seven so it allows a brand to put their best sales representative and their best customer service agent in front of their customers 24 over seven and allow them to do self-service.

Lee Kantor: So what was the genesis of the idea? How did this come about?

Reggie Marable: Yeah, our company was founded by two incredible technology legends, Bret Taylor, who’s actually doing the keynote today. He’s the former co-CEO of Salesforce, and currently he’s the chairman of the board for OpenAI. And then also Clay Bavor, who is the number two executive at Google who ran Google Labs, which is all there at the time. All their forward thinking bets, technology bets for the company. So two great founders came together and wanted to capitalize on the power of this amazing technology, and our first focus is improving the customer experience.

Lee Kantor: And then who is the target? What size companies are you focusing in on?

Reggie Marable: We pretty much focus on, um, companies that are financial services, healthcare, telecom, technology companies, consumer electronics, uh, travel, tourism, hospitality. Uh, so just think of anything like where you live, work and play and where you’d want to interact with a brand. Those are the companies that we focus on.

Lee Kantor: And then is there a size or is this for enterprise only or is it for any size company?

Reggie Marable: We’re primarily focused on enterprise. But you know, as we continue to grow and make traction, we will be, um, pretty much working with all types of companies, uh, big, small, but primarily focused on the enterprise. But we are evolving our platform to do a lot of self-service. So we will be expanding into mid-market and SMB down the line. But right now we’re primarily enterprise.

Lee Kantor: So what is kind of the pain that these enterprise organizations are facing where Sierra is like the kind of the dream come true problem solver for them.

Reggie Marable: A great question. I just think about how you interact with the brand. I think a lot of brands want to interact with their customers. They just can’t afford to. So I think the main frustration people have is they wait on hold. And then because of the great Resignation, you’re interacting with an agent that has, um, pretty, pretty low tenure. Um, and then there’s a lot of, uh, you know, back end chair swiveling. So the customer experience is not ideal for a lot of brands. So our vision and our goal is to help improve the customer experience by providing a consistent, delightful experience and allowing, uh, businesses to interact with their customers 24 over seven.

Lee Kantor: Now, is it going to kind of get rid of the dreaded phone tree? You know, press one for this, and then you’re going down the series of really bad questions that aren’t really solving my problem, just frustrating me. And then when I finally get to somebody that’s supposed to help, I have to explain it all again.

Reggie Marable: Absolutely. So our our agents, um, pretty much are the front door of the customer experience. And we can interact with your customers in an authenticated experience where we know who you are and we know everything about you, and also in an unauthenticated experience. But we’re the front door of the experience. These agents, you can talk and chat with them. They’re very delightful. Uh, once again, they can think and reason like human beings and and you’re actually able to have a conversation and explain what you need. And then our agents, because they have access to the systems of record, um, they’re able to quickly resolve your issue, um, recommend a product, help you with your subscription, uh, help you troubleshoot a technical issue, so forth and so on.

Lee Kantor: So how quickly does when you’re explaining this to a prospect, how quickly does that aha moment come?

Reggie Marable: Fairly quickly when I can, um, paint the vision where your customers have the ability to interact with you 24 over seven, and it’s going to be a delightful, consistent experience, and they’re going to be able to handle whatever they need 24 over seven, um, on their own time. And they don’t have to wait on hold, and they can speak with someone that can actually handle their issue.

Lee Kantor: Right. But right now they’re moving from something that’s clunky and inelegant to possibly yours. Somebody sold them that clunky thing and used similar words that you’re using. So when do they kind of get that feeling of home? This is different. This is is that something immediate?

Reggie Marable: It’s the power of large language models. A lot of the quote unquote chat bots and ivrs are built off of older technology. Um, this technology has only been around for, um, you know, a little over two years. So it’s the power of this new technology, the power of large language models and the way AI works, it allows you to have very delightful conversational experiences with your customers. Um, and it’s not rigid. It’s not structured. It’s pretty much open form. And that’s the power of this new technology that our platform is built on.

Lee Kantor: And how quickly will a customer be able to implement this once they raise their hand and say, yeah, I’m in.

Reggie Marable: Depends on the complexity of what they want Sierra to build. But we’ve had one of our customers, Casper. I’m sure you’re using Casper mattresses. We were able to build and put their agent on live production and go live in less than a month. Um, some customers that really want to build very complex, uh, multi-step use cases that could be anywhere from 2 to 4 months, but we’re able to move incredibly fast. Um, because what we do is we have a forward deployed engineering model where we provide a dedicated product manager and a dedicated engineer that seamlessly integrates into your technology team and helps you build these agents so we can move as fast as our customers are able to to move once again, we can we can get an agent live as quickly as a month. Uh, sometimes it takes longer. It depends on the complexity.

Lee Kantor: So why was it important for your firm to, um, get involved with the Georgia Technology Summit and sponsor.

Reggie Marable: A great question. So we have expanded to the East Coast. Um, we’re growing at a very rapid pace, and we made the decision to make Atlanta our East Coast headquarters. So we’ve opened a very large office in beautiful Midtown Atlanta, which is not too far from here. And being that we’re going to be a significant, uh, company in this in the city of Atlanta, we felt it was important to become a member of Tag. Support. Tag. And also our co-founder, Brett Taylor is doing the keynote today. So Tag is a very important and influential organization in Atlanta, especially in the technology scene. And we wanted to be part of that.

Lee Kantor: So what is, um, the reputation of Atlanta and tag, you know, from the West Coast kind of point of view?

Reggie Marable: Yeah, Atlanta has quickly emerged as one of, uh, the best technology cities, um, in North America. Uh, shout out to, uh, mayor, Mayor Dickens, who’s really been focused on making Atlanta a technology hub. There’s a lot of great technology companies like Google, Microsoft, Salesforce, meta, now, Sierra that have big presence here in Atlanta. And then also there’s a lot of like great institutions. There’s a lot of great talent in Atlanta. There’s a lot happening in this market. So we felt it was really important for Sierra to be part of Atlanta and also partner with Tag. But being a San Francisco based company in Silicon Valley, Atlanta is really emerging as a technology technology city. And we wanted to be here.

Lee Kantor: So how do you kind of how do you see the difference between the way that we’re doing kind of technology and the ecosystem we’ve created here as compared to the West Coast?

Reggie Marable: Yeah, I think Atlanta is still, um, still fairly fairly, uh, still up and coming when you when you think about Silicon Valley, you know, Silicon Valley is kind of been like the hub and heart of technology worldwide where you’ve got, you know, all these incredible companies that are being created. There’s a lot of VC investment firms that are funding these companies, and we’re starting to see a lot of that happening in Atlanta, like there’s a lot of new companies being created here. There’s a lot of innovation. There’s a lot of support from the VC community to help these companies get off the ground. So I think Atlanta could very well be a force, but I think still, Silicon Valley is the heart and soul of technology and new innovation, right?

Lee Kantor: Like there’s a lot more density there than there is here. Um, in terms of number of firms and VCs that are there. Is there anything like what do you need more of? How can we help you at Sierra?

Reggie Marable: Well, once again, we just we want to be part of the Atlanta community. We’re going to be very active in Atlanta. So just partnering with Tag and helping to increase our awareness, we’re going to be doing a lot of hiring. So just letting people know that we’ve got great, uh, positions here. We’re a fast growing company. We’re going to revolutionize how people interact with brands. And we’re hiring sales professionals, sales engineers, agent Asian engineers. So we’re looking for great people. So I think Tag can help increase our brand awareness in the market and help us find some of the best talent in the world to work at Sierra.

Lee Kantor: So right now, talent is a priority.

Reggie Marable: Absolutely. Uh, there’s you can never find enough talent, especially for a fast growing company. So we’re looking for great people, but we’re also looking to establish ourselves in Atlanta. There’s a lot of incredible companies that we feel we can help us leverage this technology to improve their their customer experience. And we really want to make an impact here, not only with hiring people, but also helping a lot of companies that are, you know, that are creating in Atlanta that have big presence in Atlanta. And everyone like, uses these brands and they’re they’re part of the Atlanta community.

Lee Kantor: And so you’re looking also to, um, have conversations with customer experience officers at some of these enterprise companies in Atlanta and the southeast.

Reggie Marable: Absolutely. Customer experience officers, technology leaders. Once again, we believe, uh, Sierra, we are the front and the lead of helping companies use this powerful technology to improve how they interact with your customers. And we want to help all the companies in Atlanta and all the companies in the southeast take advantage of this amazing technology.

Lee Kantor: And if somebody wants to learn more, what’s the website? What’s the best way to connect?

Reggie Marable: Yeah, the best way to connect is to go to Sierra II. And I’ll actually spell the name s I e r a I plenty of information on our website. And there’s also a Learn More tab where you can just fill out some information and we’ll reach out and connect with you. But we’d love to talk to you. Once again, we feel that Sierra is a force. We can help companies improve their experience, and we’re here in Atlanta to help.

Lee Kantor: Well, Reggie, thank you so much for sharing your story today. You’re doing important work and we appreciate you.

Reggie Marable: Thank you. It’s an honor to be here and look forward to a great day at the conference.

Lee Kantor: All right. This is Lee Kantor back in a few. At Georgia Technology Summit 2025.

 

Tagged With: Georgia Technology Summit 2025, Sierra

Jake Kane with PM Harbour

April 24, 2025 by angishields

HBR-PM-Harbour-Feature
Houston Business Radio
Jake Kane with PM Harbour
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Jake-KaneJake Kane is the Founder and CEO of PM Harbour, a firm specializing in mega project delivery, EPC execution, modularization, and strategic consulting.

With a global career managing high-profile industrial and commercial projects, Jake is a trusted expert in project execution, risk management, scheduling, and contract strategy. His leadership has guided both owners and contractors through complex project lifecycles, helping to prevent issues before they arise—or recover projects already in distress.

In his conversation with Trisha Stetzel, Jake shared how PM Harbour provides fractional project management and consulting services to smaller construction and engineering businesses. He explained how his team bridges the gap between small contractors and large EPC firms by offering expertise in contract management, risk mitigation, and staff training. PM-Harbour-logo

Jake also opened up about his entrepreneurial journey, sharing both challenges and success stories, while emphasizing the power of outsourced project management in improving outcomes for smaller firms.

Connect with Jak on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Houston, Texas. It’s time for Houston Business Radio. Now, here’s your host.

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. It is my pleasure to introduce this guest. By the way, another amazing introduction from John Brocato. He is amazing at connecting me with people that are doing great things in our community. Jake Kane, founder and CEO of PM Harbour. Welcome to the show.

Jake Kane: Hi, Trisha, thanks for having me. I’m really excited to be here with you today.

Trisha Stetzel: Yeah, I’m excited to have this conversation today, Jake. So before we jump into it and PM Harbour, I’d love to know more about Jake. So tell us about you.

Jake Kane: Um, so passionate about, uh, project management, construction and creating things, um, where they haven’t been in the past. I think it’s part of the progress that drives our world forward and passionate about making that happen.

Trisha Stetzel: Yeah, I love that. So how did you how did PM Harbour come to be?

Jake Kane: So it’s a it could be a bit of a long story, but the slightly abridged version is I’ve been working in project management for engineering, procurement and construction, uh, projects, EPC projects in the industry world now for over a decade. Um, started doing that down in Corpus Christi, building offshore oil and gas platforms. Um, and before too long moved up to Houston to take a larger role supervising the engineering and procurement projects, um, for some large EPC companies. Uh, spent some interesting time doing internal consulting on strategically critical projects for them. Basically, projects that were too big to fail or had already started going sideways and they needed help recovering. Um, and eventually that organization asked me to help them shift their systems and restructure to be more successful at avoiding the problems they had encountered in the past. Unfortunately, I ran into too much red tape and bureaucracy to make some of the changes we needed, and that led me to the idea that I could do some of this stuff on my own. Um, and not only just that, um, but serve a broader sector of the industry, smaller companies, smaller contractors that wouldn’t normally be able to afford us or make sense to afford the high level project management experience. So given that I started PM Harbour, um, the summer of 2023. So we’re just about two years old now. Um, and things are going well, we’re, we’re we’re growing into new markets and new client pools. Um, and excited about the opportunity to help people achieve, uh, new and better results.

Trisha Stetzel: Yeah. Fantastic. I love that, Jake. And you were telling me before we started recording today that some a big project that you had worked on may have, may have just come down the ICW in my neighborhood recently. That’s really cool. So you’re working with some really big firms and you’re also working with some smaller businesses. So I’d love to talk more about this idea of fractional project management and consulting. So can you tell me a little more about that? We’re seeing a lot more fractional businesses out there. I didn’t even know this existed, which is why I want to talk about this today. Yeah.

Jake Kane: I don’t think you’re alone in not realizing that project management fractionalization, um, is a possibility as we talk to more and more clients. Um, it’s things that they haven’t really considered a lot in the past. So. So PM Harbour is a project management services and consulting company. Um, that’s our tagline. But essentially what that means is we can break down portions of project management and execution and make them available on a fractional basis. So where a company, a large EPC company, may be able to afford a 150 and 50 to $200,000 a year. Project manager and keep them busy full time. A lot of smaller specialty contractors or fabricators in the Gulf Coast, um, don’t have the high level work that requires that year round. When they win that surprise contract, um, or that complicated project, uh, they, they have the opportunity to reach out to us and we can make the experienced staff available to them on a 5 or 10 hour a week basis. Um, or whatever’s really needed to help them accomplish their, their goals and overcome the challenges they’ve got going.

Trisha Stetzel: So tell me more about the companies from a small business perspective. Tell me more about the companies that, you know, have to give names, but the types of companies that you’re interfacing with for fractional project management.

Jake Kane: Yeah. So we still serve a lot of the owners and owners rep roles. Um, and the large EPCs and specialty consulting work, which is really my specific background. But the area I’m excited about and we’re growing into is supporting, um, disadvantaged businesses or smaller businesses that may be pursuing work for larger projects. Um, typically a lot of um, airport construction projects or data center projects may have objectives for achieving certain percentages of smaller, disadvantaged business scope. Um, and some of those contractors do great work but aren’t experienced at executing complex or larger contracts. Um, and that’s where we can really kind of come in and help bridge that gap. Um, explaining to contractors and helping them digest what’s all of the obligations in those larger contracts, be it pre-construction deliverables, um, or estimating in a manner they’re not used to estimating. Um, and then comply with the overall, either the bidding process or the execution of the contract. So allowing people that build good work to work on higher spec or higher complex projects than they would normally be comfortable undertaking on their own.

Trisha Stetzel: Okay. So if I I’m I’m a layperson at this. So my question is you’re connecting the people who are doing the work with these smaller businesses. Right. So you you actually are the not the negotiator, but the one that’s making things happen, right? Uh, because you’ve got your hands in both wheels. Yes.

Jake Kane: Yeah. So it’s worked both ways so far. Um, because because of our large experience and connections with the EPC contractors, sometimes they’ll come for us, come to us and ask us for help identifying a small business that does precast concrete.

Trisha Stetzel: Okay.

Jake Kane: We have some of those connections and bring them to some of our clients and help them comply with the bid process. Alternatively, we have some small contractors that we know that reach out to us and say we’re interested in trying to pursue X project or X work. Can you help us comply or network into it? Um, our value add isn’t really on the brokering of deals. Um, but much more on the execution side because that’s what drives all of us individually. Um, but you’ve got to win the work to be able to execute.

Trisha Stetzel: Sure, absolutely. And what about you really do play this role in protecting protecting these companies, right. As you’re talking between these larger EPCs or these companies that are going to do the work and the work that the entrepreneur or the small business owner needs. So how are you helping navigate those conversations or protecting that company? Who’s getting the work done by these larger EPCs?

Jake Kane: Yeah, that’s that’s actually one of the major motivations for reaching out and trying to help serve some of the smaller contractor community. Unfortunately, when I worked for the larger EPCs and owners, um, I saw over and over again many circumstances where smaller contractors were more or less bulldozed or bullied by the contractor and their lack of understanding by it. Um, and we want to make sure that we provide the skill set and knowledge to those smaller contractors, so that doesn’t have to happen going forward. Um, so the way we do that is really by empowering our experienced project managers that have sat on the other side of the contract and allowing them to serve directly, the smaller contractors making contract cheat sheets, um, or obligation lists. Um, so that there’s no question at the end of the day, did you fulfill all the contract obligations to get your retainage value? Um, or helping contractors do risk and opportunities workshops, looking through the contract and knowing where their opportunities for additional recovery are and where their opportunities or risks are from. Um, not being able to apply change orders, um, based on the way the contract is structured.

Trisha Stetzel: So I’m a small business owner listening to the show today. What I love the idea of fractional project management. So what what could I use your Services for. As a small business owner.

Jake Kane: So if a small business owner is already pretty aware of where their. I’ll say weaknesses are or internal challenges is better politically correct terms there. Um, we are very good at adept and adept at, um, helping you come up with systems, policies, procedures and or trainings to cover up those areas. So we had a client who said our client, our, their client was wanting a, um, logic link construction schedule, which they’d not developed in the past. So in that circumstance, we helped them two different ways. One, we built them the schedule, um, for this first client. And two, we provided a training to their project management, um, showing them how to do this for themselves going forward. Um, so it’s really coming down to identifying the challenges or shortfalls. And then from there we’ll come up with different, um, solutions or custom solutions, to help bridge that gap.

Trisha Stetzel: What types of industries like entrepreneur industries, if you will, are you interfacing with regularly?

Jake Kane: We. So we work primarily. Our expertise is in the heavy industrial world. Um, so a lot of smaller fabrication shops, um, skill building shops, um, or other industrial equipment, as well as um, on site contractors, specialty contractors. Um, for foundation work, roofing contractors. Um, those types of smaller contractors in the area or in the vicinity, uh, are kind of where we spend most of our time interfacing right now.

Trisha Stetzel: Okay. And the needs of those companies, I get how you’re interfacing with them, right? You’re protecting them. You’re helping them with change management. Maybe they have a particular project that they need help with. Um, what are you finding you’re spending the most time doing with these companies that you’re interfacing with?

Jake Kane: It’s a lot of education, which is great because that’s that’s a passion of mine. And most of our project managers is, is, you know, teaching a man to fish or a woman to fish. Um, we spend a lot of time doing the education. Um, and then the biggest needs that we’ve seen are really on the contract management side. Um, the, the bigger the owner, sometimes the bigger the contract, and and the more pages included. Uh, there’s more hidden opportunities and gotchas. Um, and so combing through those things and making sure everybody understands what’s actually in there.

Trisha Stetzel: Okay. Yeah, that’s a difficult thing to do as a business owner, right? It’s not my it’s not the thing. It’s not the thing that I excel at or I’m excellent at. It’s the thing that I’m probably not very good at. So I need somebody. Right? Like. Like you. Like Jake, like PM Harbour to come in and help me with that contract negotiation or at least understanding the contract. Right. Uh, and what that looks like.

Jake Kane: So a contractor that recently we talked to, um, had already started doing the work and was looking to send their first invoice, and it was rejected because on page 99 it talked about the first requirement for invoicing was providing of a certified bond. They had the bond, but they didn’t provide it and so their invoice was rejected. Okay. Small things like that that can really derail small contractors as they try to balance their cashflow. Um, it’s it’s unfair and not really the intent of the requirement there. Um, and so those are areas where we can help cover up some of those issues.

Trisha Stetzel: Oh, my. Yeah. And which I don’t know any business owners that are going to read 125 page contract and actually understand it. I’m not saying they wouldn’t read it. They might, but actually understand everything that’s in there. Right. And the language in there. Um, you’re providing such a valuable service to these small business owners, these entrepreneurs. We didn’t talk about really the investment or the cost associated with hiring someone who isn’t doing fractional work right. It’s very expensive to hire someone to do what you’re doing as an employee into my business. So having the ability to bring someone on fractional is really helping save a lot of money. So can we can we talk a little bit about that? I mean, when I talk dollars and cents, but it’s huge, right? For a small business owner.

Jake Kane: We’ve we’ve seen a number of of frankly horror stories from um, the the massive imbalance in supply and demand, especially in the Gulf Coast region, um, for experienced project managers, um, the oil and gas industry is great for a lot of things, um, and has served this region fantastically well. Um, and it’s afforded a lot of individuals to have great lifestyles, but it is also driven up the cost of experienced, highly technical and competent individuals, um, where project managers routinely here can cost between 150 and $250,000 per year from a salary based perspective, and that doesn’t cover the rest of the benefits and other burdened obligations. Um, and for smaller contractors, that’s a lot of times insurmountable. Um, fortunately, they don’t need project managers 40 plus hours a week, typically. Um, and so it doesn’t necessarily make sense to carry that burden on your books year round. And then, of course, there’s the risks associated with mis hires, um, or planning to hire somebody on a specific timeline where projects get delayed and you might miss that hire um, or that individual, um, takes another job opportunity. Uh, and you have a job posting that stays open for months at a time. Meanwhile, you’ve got ongoing contract obligations. So it’s it’s difficult to do just in time delivery with your, your staff. Um, and so the fractional aspect, it’s people are used to it on in many other areas from, you know, HR to uh, comptrollers and accountants. Um, Um, it’s it’s a new, newish spin on some of that old modeling, um, bringing it to the project management world.

Trisha Stetzel: Yeah. How how amazing is it to have such skilled project managers and the service that you provide at your fingertips? Right. And not somebody that you have to put in your office and pay 40 hours a week, but a partner that you can use in your business. Right. Um, with PM Harbour. So if listeners are already interested in connecting with you, Jake, how do they find you? What’s the best way to connect?

Jake Kane: So PM Harbour h a r b o u r spelled the British way. Um, it’s not a particularly interesting story there. Um, but that’s our website. Pm Harbour. Com. Um, you can find us on LinkedIn. We post a number of lessons learned and other blogs, um, that have touch on topics like contract management and change orders. Um, and then you can always email myself directly at Jake j e dot k e Any that pm harvard.com.

Trisha Stetzel: Harbour with a you.

Jake Kane: Harbour with a you.

Trisha Stetzel: You may have to come back so I can dig around at that story.

Jake Kane: It has to do with domain name availability and and not being able to buy the English or the American spelling version of that. So that’s maybe something that’ll resonate with a lot of small business owners. As you you find odd constraints you didn’t expect.

Trisha Stetzel: Uh, yes. Absolutely. I love that’s a fantastic story. I think that’s great. We, uh, many of us have felt that same pain with our domain names.

Jake Kane: Yeah. And having worked internationally and for a British company, and I have no issues with, uh, spelling things the British way. Yeah.

Trisha Stetzel: Absolutely. All right. We talked a little bit about before we started recording this morning about the, uh, veteran space, because I have a lot of friends in that space. Uh, I am a veteran. I own two businesses, and many of the listeners are also veteran business owners. So what would you like to say to them today?

Jake Kane: Um, one, first and foremost, you know, thank you for your service and dedication to to the country and our society. Um, it’s incredibly important subsect of of our community as a whole. Um, and I appreciate all the efforts that others do to support the industry. Um, and two, you know, if you have a contracting business, um, or something adjacent to it, um, or are going to be building a capital project, a new building, um, or something along those lines, and you’d like to have a conversation. Please reach out to us. Um, there’s a number of large construction projects that have, um, incentives and advantages for veteran owned businesses, and we’d love to help make sure that you’re able to compete for that work. And then once you’re successful competing for the work, um, execute the work excellently.

Trisha Stetzel: Um, yeah. That’s fantastic. So, Jake, do they need any particular certifications, uh, to start with?

Jake Kane: Um, so it’ll be a little bit specific to the industry that they’re working in. Um, assuming that they’ve already started their, their contracting business and they’re up and running, um, there are some veteran owned, um, business certifications, I believe it’s mostly state by state, which is a little odd. Um, but it’s similar to the small business and disadvantaged business areas. Um, I’m not firsthand an expert in that, but if there are questions there, we can absolutely help people figure out and navigate, uh, unfortunately, that bureaucracy, um, to, to achieve whatever certification they need.

Trisha Stetzel: Fantastic. By the way, uh, the Houston Regional Veterans Chamber of Commerce is trying to make that change. We’ve got some bills that are running up, uh, in Texas, uh, up in Austin right now where we’re trying to figure some of that stuff out and make some changes. And then if Texas can do it, maybe we can get it done in other places. Right? Which is really important.

Jake Kane: Um, I’m glad to hear that because it’s working across state lines. There’s nothing like trying to figure out another state’s regulations, rules, requirements, certifications, etc. the the easier it is for the smaller businesses to to do their good work wherever it’s required.

Trisha Stetzel: Absolutely. Okay. So that brings me to my next question. Then you had shared with me that you had a project that was coming out of Lake Charles. So talk to me about the work that you’re doing outside. I mean, you do work. Where?

Jake Kane: Where? So we serve clients. I’m gonna say internationally, primarily, it’s North America. And even inside of that, it’s primarily the Gulf Coast region. So the project I mentioned was, um, we served as a owner’s representative. So working for the owner, upholding that contract. Those modules were fabricated in Lake Charles, Louisiana, and then barged, probably not too far from from your facility, um, over to Bay city, Texas. Um, and recently that facility just got started up and is now making a specialty chemical that’s utilized in Plexiglas and bone cement. Um, so that was that was an exciting one. Um, we’ve got work that’s going on a new project that hopefully will be commissioned very shortly. That’ll be outside of Phoenix in Arizona. Um, the owner is located here in Houston, and engineering and procurement will be, um, all over North America. So we’ve got project managers in 4 or 5 different states. Um, and try to work where we need to be when we need to be there.

Trisha Stetzel: That’s fantastic. So by the way, my listeners outside of Texas, you can still reach out to Jake because he may be able to handle your project.

Jake Kane: Absolutely.

Trisha Stetzel: I know that you’re really passionate about about bringing this big, big business experience to smaller businesses because of where you come from and your background and the things that you love to do. And I really appreciate that you’re bringing all of that experience and expertise to small businesses as a fractional project management company, um, with PM Harbour. What would you say has been the biggest challenge for you in building this fractional project management and consulting business?

Jake Kane: So the probably the biggest initial challenge is I am not or was not an entrepreneur. Um, so networking in developing some mentors, learning all those things that you don’t know until you run into it. Um, that was a pretty initial big challenge, um, that we’ve, we’ve pushed through. Um, which has been great. Um, I’ve really enjoyed the, the learning stage of that. Um, market wise, the biggest challenge we have is helping contractors and companies understand that outsourcing, project management or some project management functions, um, is a possibility and is even a good idea. Our biggest competitors are self-performance, which is the way things have always been done. So we have a hurdle with most of the conversations we undertake of, well, I understand how you’ve always done things. Has that always been excellent and why is that the way that we need to do things going forward, or are there other opportunities? So, you know, change is never comfortable for some individuals. In some companies, especially when project management is so core to, uh, profit and losses of a lot of projects and, and companies. Um, and so that that hurdle has been one that we’ve been successful in, in demonstrating our value add um, and convincing companies to try to do things a little differently going forward than they have in the past. But that’s been a large challenge.

Trisha Stetzel: Yeah. If you if you continue to do the things you’ve always done, you’re going to get the same results, right? And change is hard. We all struggle with it. But I love the idea that you’re willing to just sit down and have a conversation. Let’s talk about the value that outsourcing project management can bring. Right. And we all know as business owners, or if we don’t know, we’ve at least heard it, we may not have internalized it, that we need to outsource the things we’re not good at. Right. And we need to focus on the things that we’re excellent at so that we can deliver a great product. So if you’re not good at project management, which most of us are not as business owners, we got into the business we’re in because we love doing fill in the blank, right? Uh, walking dogs, building driveways, building buildings, whatever that looks like. But we’re not great at project management, which is the perfect opportunity to reach out to Jake and have a conversation with him. So, Jake, as we get to the back end of our conversation, I’d love for you to share a success story with the listeners.

Jake Kane: So the project that I mentioned a minute ago about, uh, in Arizona. Um, that was a younger company. I’m not going to say a startup, but a younger company that had a asset they wanted to develop and a concept of how to develop it and understood the market, but did not understand the project life cycle and everything in between. Um, and as with all young companies, cash flow is always a challenge. Fortunately, I got introduced to them early on and was able to work with them and support them throughout this year, year and a half exploratory phase in a fractional perspective where they were able to save on bringing on a full time practitioner, um, and utilize our services as needed. Um, to finish their project concept, um, develop their final investment decision deliverables so they knew how long the project was going to take and how much it was going to cost. Um, and then eventually go back to the board for final funding, um, which we look like we’re about ready to achieve now, which is excellent and very exciting. So without the fractional perspective, uh, their commitment to the project execution side would have been dramatically more expensive for a year and a half as they were trying to figure out what they were going to do and how they were going to do it. Yeah.

Trisha Stetzel: And it may not have been successful because we all know when you get into that money pit, it’s really, really hard to continue moving forward. Right.

Jake Kane: When you’re running in the red or you’ve got a cash rundown curve as as many small business owners do have taped to their wall. Um, anything you can do to defer some of that cost or make sure that the cost is well utilized, um, is a major advantage.

Trisha Stetzel: Yeah. Fantastic. So, listeners, the lesson here is let the experts do that work. People like Jake. Jake Kane with PM Harbour willing to have a conversation with you about your project and see if it might make a good partnership. Jake, thank you so much for being on the show with me today.

Jake Kane: Thank you for having us.

Trisha Stetzel: Absolutely. We share your contact information one more time, please.

Jake Kane: Yes. Please visit our website PM Harbour. And that’s with a U. Um, as well as our LinkedIn, where we post our lessons learned and other blog posts that may be relevant. Um, and if you’d like to reach out to me directly, it’s jake.com. Look forward to hearing from you guys.

Trisha Stetzel: Yeah. Fantastic. Kane with a K and Harbour with a U. Yes.

Jake Kane: Perfect. Ironic because I’m very bad at spelling, so I pick things that need to be spelled out specifically.

Trisha Stetzel: That’s fantastic. Again, thank you for spending the time with me today.

Jake Kane: Thanks, Trisha.

Trisha Stetzel: That’s all the time we have for today’s show. Join us next time for another amazing episode of Houston Business Radio. Until then, stay tuned, stay inspired, and keep thriving in the Houston business community.

 

Tagged With: PM Harbour

Aaron Novinger with Interstate Business Management

April 24, 2025 by angishields

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Aaron Novinger with Interstate Business Management
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Aaron-NovingerAaron Novinger is a strategic advisor with Interstate Business Management. Aaron discussed his small business accounting firm and his second heart project, which involves a bicycle ride from Dallas to Washington, DC, to raise awareness and funds for families affected by Ponzi schemes.

He shared his experiences from previous rides, including the emotional impact on people he met and the challenges he faced, and outlined his strategy for the upcoming ride. Aaron emphasized the importance of having a great team and encouraged others to get involved in various aspects of the project, including organization, PR, and social media.

Connect with Aaron on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Houston, Texas. It’s time for Houston Business Radio. Now, here’s your host.

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. It is my pleasure to introduce you to Aaron Novinger with Interstate Business Management. Aaron, welcome to the show.

Aaron Novinger: Hello, Trisha. How are you?

Trisha Stetzel: I’m very excited. So first I want you to introduce yourself. And then we’re going to jump into this really cool event that you’re doing.

Aaron Novinger: Okay. Okay. Yeah. Uh, well, my wife and I, uh, for years have run a small business accounting firm, Interstate Business Management. Uh, and it’s just small business accounting and consulting. We’re one of the few owners of accounting firm that we’re actually not accountants. We’re small business owners. So we have a really, really good handle on what our business owners need. And, uh, but thank you for talking about a Separate Heart project. That’s my first heart project is our small mom and pop owners. But the second heart project. Um, I’m so excited that you decided to hang out and chat for a few minutes about it.

Trisha Stetzel: Yeah, absolutely. So, Aaron, when you and I spoke last week, I got really excited about this crazy thing, this crazy idea, right, of you riding a bicycle halfway across the country. Can you first, before we even get into what it is that you’re doing, can you talk about Ponzi relief first and really this heart project that you have, and then we’ll jump into this crazy idea of riding a bicycle across the country.

Aaron Novinger: Yeah, yeah. And it really came, uh, because what we do at the firm, we do complex planning, um, from an accounting perspective. And so we work closely with financial advisors, and they handle the investments, we build the plan. And so I’ve sat across the table from so many of these individuals. And one of our advisors, his broker dealer, had a company that got investigated as a Ponzi, and it ruined everybody’s life. People feel it’s always the investor, which is horrible, but it also ruins the advisors life. They lose everything. And so I just had this. And the weird thing about me is I only move based off of burdens. Okay. So all of a sudden it’s somebody has to do something for these people. Somebody has to do something. And then I just sit and pray about it, sit and pray about it. And and then I wait. And that’s the thing about God’s timing is I have to wait so I can have the right idea. But if it’s the right idea at the wrong time, it’s the wrong idea. And so, uh, how this crazy thing came to be was a couple years ago, hanging out with a good friend of mine, RJ and RJ. Every, you know, every year, a couple years, he does this big cross-country motorcycle ride where he and thousands of motorcycle guys ride their their There are motorcycles all into Washington, D.C. on Memorial Day. It’s like this huge cross country motorcycle thing. And as he’s talking, and this is how my my crazy ass ideas work, okay, as he’s talking, I, I’m like, okay, I think I’m supposed to ride a bicycle from Dallas to D.C..

Aaron Novinger: It just it just starts. I just start having this thought as he’s talking. Okay. Now, the thing about my crazy ideas and I’ve had lots of them. I get the vision first, and then I have to wait for the provision. The provision always comes later. Okay, so I just get this idea. I don’t know how I’m supposed to do it. Okay, what I’m about to tell you is not even 1% exaggerated how the provision came to be. Okay. Because as soon as I get the idea, the next week, I’m on the phone with my executive coach, Lauren, and I’m like, Lauren, look, I got this crazy idea. And Lauren’s really main job is to help me take this pile of hay, you know, and separate it and help me make sense of what I need to do next. Because anytime you know anything about A.D.D., everything is overwhelming. Okay. And so I’m like, Lauren, look what? I’ve got this idea. I have no idea what I’m supposed to do with it. I said, but I feel like I’m supposed to ride my bicycle from Dallas to Washington, DC to raise a lot of awareness and fundraising for these amazing families that were affected by this Ponzi. And she goes, you know, and anytime I it starts with, you know, I know God’s about to open doors. I just just watch.

Aaron Novinger: So she goes, you know, I’ve got a good friend of mine, Tracy, and she rode her bike from California to New York to raise a lot of fundraising and awareness for diabetes. And she actually got on the Doctor Oz Show. I can connect you guys, and she can kind of give you some assistance. And I was like, what? What? Okay. And then and then I’m like, okay, mind you, you understand there’s only I don’t know what half dozen people, period, that have done something crazy like this. And so I’m like, okay, I said, but okay, great. That’s amazing. Where does she live now? You know, I live in Dallas Fort Worth, okay? And she’s like, oh, she lives in Fort Worth. What? So I talked to Tracey. Okay. Wait until you hear this. I’m kind of a psychopath. I’ve done a lot of endurance events. Okay, so I saw my very first mile when I was eight years old. Okay? It was the only sport I could do, um, because of my severe chronic asthma. Um, that didn’t activate asthma attacks, so I just swam, and so. But I’ve done, I don’t know, a dozen, two dozen, um, 100 plus mile bike rides, stuff like that. And so I’m, um, I’m talking to I’m talking to, to Tracey. And now, mind you, if I, if I do like, 150 mile bike ride, that takes me five months to train for that one day pedaling, I don’t know, 100 and 250 miles. Okay.

Aaron Novinger: This is 4 to 5 weeks of pedaling about 100 miles a day. Okay, so I am panic stricken. Okay. And the thing about me is I have two insane phobias, like ridiculous phobias one spiders. I literally, my wife intentionally puts spiders all over the house during Halloween because she knows I hate them. Okay. But just as much as I’m afraid of spiders, I have an equal phobia of being unprepared. Okay, so the only thing I’m thinking about for this bike ride is training. I am panicked about this. And the first time I talked to Tracy hand to Bible, it’s not even 1% exaggerated. I said, Tracy, I’m panic about the ride. What do I do? You know, what’s the training look like? And she says to me, what training? I swear to God. She says, what training? And I said, well, okay, clearly, where’s Ashton? Because I’m being punk’d. Clearly we know we’re talking about training. And she said, well, you know, I’m diabetic, I’m type one diabetic. And so she said, um, I’m active. I have to exercise every day to stay alive. And she said, but you have to understand something. And when she told me this, it was so profound. And we talked about this last week and she said, you know, um, she goes, let me ask you something. When you were 12 years old and your parents kicked you out of the house because I was Gen X, and she goes, and your parents kicked you out of the house and made you go play all day Saturday.

Aaron Novinger: How much training did you need to go ride your bike all day Saturday? And I was like, well, none. She goes, this is just a Saturday morning bike ride. And I was like, oh my God. Even as I say it, I know this sounds weird. My internal energy just calmed down a little bit. It’s very weird how mental reframes have the power. Does that make sense? But reframes can literally change you with one sentence. And so I was like, wow. She goes, you have to understand this is not a race. You’re done when you’re tired. And she said, you have to understand with me, it took her three months to go from and her deal was between the bridges. So she went from the Golden Gate Bridge to the Brooklyn Bridge. Okay. And now her next event. She’s also a psychopath. She’s like, probably ten, 15 years older than me. Okay. Is from Washington to Key West. Oh, that I swear. Okay. So, like, everything she does. And so what’s really cool about trace is, um, she was supposed to be dead by age 20, uh, because of her diabetes. And so every ten years that she lives, she goes and does a huge endurance event to celebrate another ten years of living. And so, um, it’s beautiful. It really is. And so that’s really how this crazy thing started and was birthed. And Tracy and her husband Fred, because everybody thinks. Because it’s just me and my wife.

Aaron Novinger: This is not a group event. It’s just she and I. Okay. Most people think the toughest thing is what I have to do. That is false. Okay. The toughest thing for me. Like Saturday, when you train for this, it’s 2 to 3 hours. Once I get closer to the event, I’ll be three hours on an incline treadmill. I’m now two hours on a steep incline treadmill, so most of my hard work is conditioning for the ride. Once I start the ride. Come on, man, it’s just pedaling, okay? It’s pedaling. And I got my earbuds in and I’m just chatting with people. Or I’m listening to podcasts and listening to your pod. Whatever. I’m just listening to podcasts, you know? And so. But Rebecca is the secret to the entire ride. Like Tracy’s husband Fred was mine. And so because she’s the navigator. So when we leave, she rides ahead of me, and I’ll. I’ll bike 10 to 20 miles, catch up to her. And, um, once I hit, like, around 4 to 5 hours, probably about four hours. That’s when she starts taking my temperature. How are you feeling? You want to go another ten miles? Sure. So then we’re very, very careful about where I’m at and my energy levels. And then whenever I feel like Tracy said, whenever you feel tired, just stop, man. Just stop. And during the day, if you feel tired, stop. She goes, this is not a race, right? And I can’t even tell you, especially for the first week, because you’re building up the momentum And, you know, as soon as before you even get into Oklahoma or you’re in Oklahoma the whole time, you’re like, oh my God, dude, every day of this.

Aaron Novinger: But you have to. Again, it’s all about mind control, right? So it’s looking in the mirror, man. Today is just a side. I’m on a bike ride. And the crazy thing, Trisha, is that I’m not kidding. The amount o that I get very emotional about this because, um, I’ll give you a perfect example. Uh, when we were in, um, Missouri and I stopped in cases. And if you go north, you know, cases is like the gas station up north. Okay. Um, and so they just introduced their new Hawaiian roll sliders. Okay. Pork sliders. And so I’m at this Casey’s, and, um, I get to the line and grab the last three pack, and there’s a a husband and wife behind me. Now, you have to understand, you’ve been to the website. You saw last year’s bike. Okay, uh, nobody that sees this bike doesn’t stop and want to have a conversation about it. Okay. This year’s bike mindbender. It looks like a blue Batmobile. So this year is going to be a thousand times better. Okay. But I’m in this case. He’s like, oh, are you riding that bike? And I was like, yeah, that was me. And they’re like, so what are you doing? I’m like, I’m riding my bike for charity. Cross country to help some people affected by a Ponzi scheme, financial crime.

Aaron Novinger: And she starts tearing up, bro. I swear to God. And she said her dad was affected by the same thing. The company he worked at his whole career. Um, the CFO, he had a pension and he was due to retire, and the CFO gambled their pension fund away. And he said, literally, his dad had nothing, and one of his coworkers committed suicide. Bro. This is the reason. The thing about financial crimes and Ponzi schemes. There is no crime. No crime that has more silent victims than this one crime. Not one. Because every single person that gets affected is so embarrassed and ashamed of what happened to him. Like they think it’s their fault, man. These are the sneakiest snakes on the planet. They are experts and they are sociopaths. They literally have no feeling for what they do to other people. They don’t care. And so, um, for me when especially I was just telling somebody earlier when I’m back because I intentionally go out of my way when I do this bike ride, you know, a direct route is straight through the Ozarks. Oh hell no. Okay. I already have to hit the Appalachian Mountains in Pennsylvania. I am not going to do that. Okay. So I go out of my way. And Tracy, my gal, she said, look, I’m going to tell you right now, she goes, because her previous career was TV. And she said, I’m telling you right now, you have to get PR in one of three markets and that really carries your campaign.

Aaron Novinger: She said, LA, Chicago or New York? And she said it was her, um, press that she did in Chicago that the Doctor Oz Show picked up in New York. And so I said, okay, what I’ll do is, first of all, um, people don’t know this about me, but I’m literally the laziest person I know. Okay. So I literally if something’s like, okay, you need to do this, but that takes extra effort. I’m like, right, so how do we not do that? And so I said, okay, what I’m going to do, I’m going to bike north to avoid the Ozarks. Okay, so 35 up. Okay. And then once I hit 70in Missouri. Right. So. And I hit 12 big cities along the way just to just bullhorn these amazing families and what we can do for them and what laws can we change to save them. And so I go up and I hit, uh, once at Kansas City, I hit I-70 and I start going east and I go through central Missouri. A lot of my family lives in central Missouri, so we all hang out for a day or two, and then I get to Saint Louis, and then I go north to Chicago. Okay. So I go out of my way about 600 miles for Chicago. And last year, the Chicago Sun-Times did a huge piece on me, and it was amazing. Those two ladies, you’ll see, go to Chicago Sun-Times and you’ll see pictures.

Aaron Novinger: Because these ladies followed me on the freeway. They would ride ahead of me. And when I come up, they were just taking pictures. They’ve got pictures of me, and it’s amazing. On the freeway in Chicago, downtown. And there’s Amazon 18 wheelers next to me because I rode the freeway. So they were five feet away from me. Right. And so but people don’t get it, man. Especially when you ride a bike. Especially that bike. Yeah. The safest place for you to be is on a 8 to 10 foot, you know, shoulder with the rumble strips. That’s your invisible wall. People are like, are you scared? No, no, no. I get petrified because every Mayberry police in every little town pulls you over. You can’t be on the highway, boy. And I’m like, okay, well, actually, here’s the laws. Okay. I have every law of every state. Here’s the law. But cops do not know the law. Their job is to enforce what they have been told is the law. And it’s always the Department of Transportation’s that tell them. And Tracy told me because Tracy rode the freeway. And she goes, trust me, you will get pulled over by Mayberry police. Load the bike up. Take it up ten miles. Unload. Keep going. Right. So there’s, like, a way to navigate this. You see what I’m saying? So it’s been a huge, huge learning curve. And, um, I’m so excited about this year’s bike ride because we got so much of it figured out for last year.

Trisha Stetzel: Okay. So let’s talk dates and how people can get engaged. Like, how can you? What do you need along the way? So let’s talk dates and how can we help?

Aaron Novinger: Absolutely. Uh, May 26th, you’ll see on the website like the website is Ponzi relief.org. And so when you go to the website, you’ll see right now it says, um, May 19th I shifted it down. One week we found out our godson is graduating. And so we got to beat his graduation. And so, um, we’re going to leave one week later, and then we’re heading to the Capitol. So May 26th is really when we’re going to head out. And you’ll see when you go to Ponzi relief, there’s a place that says like, um, apply now. Like we actually have a box of how you can help, right? So look, this is about, um, organization. This is PR, this is, uh, helping us with social media. Um, there’s you can see there’s like 8 or 9 different things that we need help with. And trust me, the thing about this is to do something great requires a great team. Okay. And and when we started this thing, there was no idea this was going to be a annual ride. I only got the vision for one ride. And the crazy thing about how God works. By the way, just so you guys all know, this dude will not swing the door wide open of the vision he’s got for you because you will turn tail and run the other way. He cracks the stupid door one inch at a time. Okay, so this this damn door got cracked just long enough for me to do this bike ride. Okay, halfway through the ride, my wife Rebecca says, I figured it out, and I was like, what do you mean you figured it out? She goes, I figured out the purpose of this ride.

Aaron Novinger: It’s to plan the ride. I said, oh my God, I think you’re right. I think this has to be an annual thing. I think this has to be an annual thing until we see real change. And to me, this is not about just saving form 4684, which is doing so much help. Um, it’s an immediate, um, income credit for these affected. And this is this is important, Trisha, because I think it’s important people realize that whenever somebody goes through a hurricane and trust me, where you at? You get lots of them. Okay? The thing is, is hurricanes are devastating. Both things can be true at the same time. You can go through a devastating hurricane, but you can also see and spot the beauty of the rainbow after the hurricane. Okay, both things can be true. And so form 4684 is the rainbow. After the hurricane, it was put in place specifically for Covid relief and it expires at the end of this year. It’s the first time, and the only time in history that victims have been able to write off actual losses from a Ponzi scheme or financial crime, never been able to do that before. And that happens. It expires in this year. It’s unbelievable. And again, it’s not like it replaces the money they lost. But this is a beautiful rainbow after the devastation of the hurricane. You see what I’m saying?

Trisha Stetzel: Yeah absolutely. All right. So the goal $1 million.

Aaron Novinger: For this for these, for these star grower Ponzi the last two years. This ride is dedicated to the victims of the star grower Ponzi scheme. My goal is to raise $1 million for them, for them. And I feel like between them and I’ve got a couple churches and nonprofits that are, um, were like, like wanting to help as well. So I feel like if we could raise $1 million for them, I feel like, um, we can do a really good job of pretty much making those victims whole. And then next year, we’ll go find another one. But I can’t leave the star grower until we raise the money. And for me, every year, I want to get it to the point where every year we have a new, um, Ponzi that we’re really pushing for the year, and we have more families that we want to help and save and give them some type of retirement other than, um, every minute of every day, stress and anxiety. You actually watch these retirees, and I’m not kidding. There’s the person before and after the Ponzi, because usually they are so medicated they literally change for them to not go crazy. It is the worst thing you’ve ever seen. And I, I what I tell everybody is you back, back in the 80s. Remember those like, little red things. And you put that little disk in and you click it. Yeah. Every minute of every day, their faces keep clicking in front of my face. The only way this dude sleeps, we got to make them whole.

Aaron Novinger: That’s my only job. It’s my only focus. And the crazy thing was, I was leading this earlier. Whenever I’m pedaling, once you get to, like, halfway through Missouri and you start going east, you will pick up some of the Ozark. Okay? And you think those are mountains until you get to Pennsylvania. Okay. And so you’re pedaling. And once I got to Pennsylvania and I started doing the hills, there was so many times where I’d be pedaling and I’m like, I can’t, I can’t. You’ll see. I wear a shirt and it says pedaling for and I. And every day I put a piece of masking tape. Tape of a husband and wife and how much money they lost. And as I’m pedaling, I swear to God, I look down and I pat them and it like, gives me supernatural strength, man. It’s really, really weird. And so, um, every minute of every day is for them. Everything we do is for them. You know, I try very hard. Um, that’s why I never talk about my accounting firm, ever. I don’t want this to ever seem like I’m trying to cross promote. I don’t I just want to take care of them, man. I think they’re worth it. I think they’re amazing people. And I don’t think anybody should have that happen to a man. I’m just being honest with you, you know? You can tell I get really emotional about this stuff, but to me, it’s, um, it’s my heart project, right?

Trisha Stetzel: Yeah, absolutely. Thank you for, uh, being so vulnerable and showing emotion because it it shows how important this is to you and the whole reason when we talked last week why I wanted to have you on the show, I could see, I could hear, not see because we were on the phone, but I could hear the passion in your voice. So folks who are listening, how you can get involved, go to Ponzi Relief org, scroll down and you’re going to find three boxes. There’s a space to donate. There’s a space to spread the word on social media, and there’s also a way to join the team and see if there’s a way to help support Aaron on his ride with Rebecca, who is his pace setter. That’s what I decided.

Aaron Novinger: She’s your pace. I love that pace setter. She’s the pace setter and the navigator. That’s right.

Trisha Stetzel: Yes, I love that. So as we start to wrap up today. Aaron, thank you again for being on the show today and caring so much about these people who deserve deserve what you’re giving them, right? They absolutely do. And, uh, I can’t wait to see the pictures from this year. You’re going to start your ride on the 26th.

Aaron Novinger: Yes.

Trisha Stetzel: From the Dallas Fort Worth area. Yeah. You’re going to go all the way to Chicago.

Aaron Novinger: To Chicago?

Trisha Stetzel: Of Missouri. Right. And then you’re going to go all the way to DC. This is.

Aaron Novinger: So exciting. Um, it’s going to be awesome. And, um, I can’t wait because, um, I’ve got so many of the contacts and stuff of all the hard work that we did last year. Uh, so this year, I think I can’t say the word fun because it’s usually not, but I if I could say it’s going to be fun, um, it’s going to be awesome. It’s going to be awesome. And you, my dear, are absolutely amazing. Thank you, uh, for giving voice to this. Um, you’re so busy. And, um, and of course, you know, there’s a huge love for the military and the navy and. Come on, man, uh, trust me, you and I could talk for three hours. Um, about awesome stuff. And I’m sure we will.

Trisha Stetzel: Yeah. Oh, yeah. We’re definitely having another conversation about weight.

Speaker4: Um, you know, you’re amazing.

Trisha Stetzel: When you have a break in your, uh, ride.

Speaker4: Maybe.

Trisha Stetzel: Circle back and just have a conversation about how your ride’s going.

Aaron Novinger: No way. That would be amazing.

Trisha Stetzel: My husband is from the Chicagoland area, so he’s got family in Chicago and Iowa. Would love to maybe just catch up with you, uh, on your ride. That would be awesome.

Speaker4: Okay, I would love it.

Trisha Stetzel: There’s also a Facebook page. It is listed on the Ponzi, uh, relief org page. But just if you want to go straight to Facebook, it’s called pedaling for Ponzis. And you can join the group there and keep track of Aaron’s journey. Aaron Rebecca’s journey on the way to DC. Aaron, thank you so much for being on the show today. I can’t.

Speaker4: Wait to.

Trisha Stetzel: Hear all of the amazing people who get involved in this journey that you’re taking. Thank you for doing this amazing work for these people who really, really, I am sure are thankful that you’re out there giving back in such a way.

Aaron Novinger: That’s awesome. Thank you so much for allowing this to even happen. It’s only through you, um, and people of influence is the only way that the word gets out. So, um, thank you so much.

Trisha Stetzel: Thank you. Aaron, I appreciate you. And that’s all the time we have for today’s show. Join us next time for another amazing episode of Houston Business Radio. Until then, stay tuned, stay inspired, and keep thriving in the Houston business community.

 

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