In this episode, SCNR’s Chris Barnes and Scott Luton recaps APICS Atlanta’s 2018 and discuss a variety of current initiatives & events set for the first half of 2019.
To learn more about anything that was discussed during the episode, send an email to: info@apicsatlanta.org
Albert Assad with Atlantic Consulting Solutions, Hank Corriher with Tandem Innovative Payment Solutions and Jeff Bernier with TandemGrowth Financial Advisors, LLC
/
RSS Feed
Share
Link
Embed
AlbertAssad is the Managing Partner with Atlantic Consulting Solutions. Originally from Los Angeles, CA, Albert has lived in 6 countries, speaks 4 languages and holds 3 master’s degrees (an MBA, a Master’s in Philosophy and a Master’s in Social Responsibility) from universities in Europe and Latin America as well as specialized courses such as negotiation at Harvard University, financial modeling at Emory University and strategic decisions & risk management at Wharton University. With 18+ years of successful management and finance experience on both national and international levels, he is the founder of a management consulting firm and founder of a Financial Technology company in Atlanta, GA. He plays ice-hockey, loves to travel and is on the board of several non-profit organizations.
HankCorriher is a Senior Account Executive with Tandem Innovative Payment Solutions. His passion is helping businesses develop and drive smarter payment methods to improve their cash flow, efficiency and customer or trading partner experience. After a long run at a major regional bank and previous career in the advertising and media industry, he aligned myself with the company which is client focused and can help him grow the business. Payments are no longer just the end of the transaction process, it’s part of the customer experience. He believes that if you do it right, you gain loyalty but if you do it wrong, you may lose that customer forever. Hank found success through utilizing his Gallup assessed strengths of: Relator, Individualization, Ideation, Arranger, and Belief.
The president and chief investment officer of TandemGrowth Financial Advisors, LLC, JeffBernier has been providing personalized financial advice to high-earning individuals and families since 1986. After starting his career with a large firm with limited products and services, he made the decision to form his own registered investment advisory (RIA) firm where he had the freedom to provide holistic, objective advice. Three decades later, Jeff couldn’t be prouder of his team’s success and the firm’s continued dedication to fee-only financial planning, its recognition as a National Association of Personal Financial Advisors (NAPFA) advisory firm, and its commitment to serving as a fiduciary for our clients. Jeff oversees the firm’s investment research and portfolio management team and develops its overall investment strategy. He also works directly with clients, helping to evaluate the opportunities, benefits, costs, and tradeoffs of their personal financial and life choices. A frequent speaker and published author, Jeff enjoys sharing his experiences on such issues as tax planning strategies, retirement income distributions, and asset allocation for business executives, retirees, and long-term investors throughout the Southeast. Jeff holds a bachelor’s degree in finance from the University of Georgia and a master’s degree in financial planning from The College for Financial Planning in Denver. Committed to continuing education, he has also undertaken training and completed the requirements for advanced professional certifications. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a Certified Fund Specialist (CFS), and a Chartered Financial Consultant (ChFC). Jeff is a member of the Financial Planning Association (FPA), the fee-only National Association of Personal Financial Advisors (NAPFA), and the Phoenix Group, a national group of elite wealth advisors who meet periodically to collaborate on industry best practices. Jeff is a member of the Atlanta Athletic Club and enjoys golf, reading, travel, and serving on mission trips, and he is committed to lifelong learning. In 2013 he attended The Halftime Institute and is passionate about helping executives in transition move from success to significance. He resides in John’s Creek with his wife, Ashley, and their children, Nicholas and Natalie. Jeff and Ashley are members of Mt. Pisgah United Methodist Church.
Follow Jeff Bernier on LinkedIn and TandemGrowth Financial Advisors, LLC on Twitter and on Facebook.
MarkGoodman is Executive Director of Unity Tailgate – the world’s largest tailgate at the GA International Convention Center (the one next to the airport) the day before the Super Bowl (Big Game). Mark was inducted in Canton at the Pro Football Hall of Fame as one of the top fans of the game.
JimNoll is an accomplished business leader with over 30 years of sales, marketing and operations expertise with companies including IBM, HP, Bank of America and Mellon. He is a passionate entrepreneur and founded his first business, AlpharettaMoms.Org ten years ago. With deep expertise in technology and being very “handy” himself, Jim has identified the DIY home automation business as a major challenge for most busy home owners. Whether it’s the selection of proper manufacturers, integration with Apple Home or a smart technology installation, many hurdles stand in the consumer’s way. iTrust Home Services was created to remove those roadblocks for homeowners wanting to reap the many benefits of home automation.
Emily Yu with Yu Family Law, Jay Bandy with HOBNOB Neighborhood Tavern, Lauren Gall & Melanie Ammerman with VaVa Virtual Assistants
/
RSS Feed
Share
Link
Embed
After spending years at one of Atlanta’s premier and nationally recognized Family Law and Litigation firms, Attorney Emily Yu opened Yu Family Law, LLC. Ms. Yu draws on her experience as a Family Law litigator, mediator, and lecturer to train new mediators, as well as her community service with the Atlanta Volunteer Lawyers Foundation as a Guardian ad Litem and with cases on behalf of victims of Domestic Violence. Yu Family Law, LLC strives to give clients an environment where they can securely enter the next chapters of their lives, both financially and emotionally. Yu Family Law, LLC is particularly sensitive to the fact that Family Law matters can be stressful and difficult, and can have a significant impact on clients and children. Yu Family Law, LLC wholly assumes the role and responsibility of being a client’s legal counsel and advocate, and fights for our clients’ futures with thoughtful dedication and pragmatic solutions.
As president of Goliath Consulting Group, Jay Bandy has built a broad foundation of expertise in the restaurant industry over 30 plus years. Jay works with independents restaurants, chains and franchise companies in every facet of the business. Jay currently works with a staff of six and a vast network of contacts in the food service industry to help Goliath’s clients be successful. In addition to his consulting role, Jay is a managing partner for HOBNOB Neighborhood Tavern and partner with a franchisee group for Cowboy Chicken. Jay also owns Goliath Restaurant Management that manages client’s restaurants. Jay has a B.S. in Political Science from the University of Louisville and earned CFM certification from the International Food Service Executives Association. He’s also a graduate of McDonald’s Hamburger University. Currently he is serving on the board of directors of the Georgia Restaurant Association and a member of the Foodservice Consultants Society International.
LaurenGall Sales & Marketing Director and Melanie Ammerman Operations & Finance Director, are the Co-founders at VaVa Virtual Assistants — a full-service virtual assistance provider, serving clients of all sizes worldwide. Their team specializes in administrative and marketing needs and offer friendly and efficient assistance via telecommuting, at a fraction of the cost of employing administrative staff in your office. Our goal is to allow you time to focus on revenue generating tasks while we handle the back office support.
Pensacola Business Radio: Evolving Out Loud With Kyle Cease Ep 2. brought to you by Pensacola Saengar Theater
/
RSS Feed
Share
Link
Embed
Everything is falling apart. This is a good thing. Old structures and old beliefs are collapsing. No more “keeping it together”. If it’s trying to fall, let it. We are releasing what we thought we were to make room for what we truly are: Love.
Cry, release, allow. We can only be fulfilled at the level we are willing to be sad. The old story is trying to leave in order to make room for something huge.
Love is rising. Everywhere.
No more chasing. No more strategies. No more fear.
You are freedom. You are connection. You are love. There is nothing to do. There is nothing to change. Just allow the true unfolding and discover infinite abundance.
Love Rising is a 10-hour online video series that will help you laugh, release and heal in all areas of your life—and the entire two day event is just $20. Seriously.
Brian LeBlanc grew up in New Orleans, LA and now resides in Pensacola, FL. He found his niche in the professional world as a Marketing and Public Relations Executive.
All that changed in October of 2014 when he was diagnosed with Early-Onset Alzheimer’s Disease. Being he made a career by using his voice, he now uses that voice as an Alzheimer’s Advocate.
Brian now spends his time as an International Alzheimer’s Advocate, Keynote Speaker and Session Presenter at International, National and Local Conferences, Seminars and Workshops. He is also a Crisis Intervention Team Trainer for Law Enforcement
He knew that most information about Alzheimer’s Disease and other Dementia’s came from the medical/scientific community, and from the perspectives of professional and family caregivers. However, the actual voice of Alzheimer’s is seldom heard. Thus, his presentation “Alzheimer’s: Up Close”, was born.
LeBlanc’s presentation provides a window into the journey of a “regular guy” from a “regular life” who is living with a progressive, disabling, degenerative brain disease.
Member of:
Alzheimer’s Association – Pensacola, FL Bay Area
Nat’l Alzheimer’s Assoc Early Stage Advisory Group
Dementia Action Alliance Advisory Board
Dementia Alliance International Advocate
Covenant Alzheimer’s Care Advocate
Elite Cruises and Vacations Keynote Speaker
Brian dedicates his advocacy and mission to the memory of his Great-Grandmother (ALZ – 1880), Grandfather (ALZ – 1985), Father (Vascular Dementia – 2010) and Mother (ALZ – 2015).
*Broad experience in booking negotiations and special event planning and management from both a non-profit and for-profit aspects including talent research, sound, lighting, logistics, and catering.
*Extensive experience in event marketing including media placement, media relations, promotional projects, group sales, direct mail, social media, television, cable and radio.
Customer Experience Radio Welcomes: Mike Wittenstein with StoryMiners and Alan Jones with HiFi Buys
/
RSS Feed
Share
Link
Embed
Aren’t we all really in the customer experience business?During the 20+ years in residential real estate and corporate relocation, the #1 cornerstone of Jill’s business has always been the experience she and her team delivers. Little did she know that this strategy that would become a leading best practice for the world’s greatest businesses to survive in the future. This inspired Jill to interview big business as well as top CX professionals who are leveraging strategies to deliver a superior customer experience, and to share their stories with the business community at large. Join Jill every third Wednesday at 10AM at CXRadio.online.
MikeWittenstein is the Founder and Chief Experience Designer/Storyteller at StoryMiners. About 20 years ago he learned that great stories (about you or your brand) come from great experiences (with you or your brand). So, the better the experience, the better the story. A great experience is truly the birthplace of word-of-mouth. That’s always been important, but in today’s driven-at-the-speed-of-social-media world, it’s more than true. It’s essential to future success. Mike has helped about 700 companies understand the power of combining story and experience with purpose since starting StoryMiners in 2002.
As an avid and enthusiastic audiophile, AlanJones has helped loyal customers indulge in their own love of listening to music on high-quality audio since 1995 when he opened Audio Alternative. He later followed his passion and purchased HiFi Buys in 2013. His enthusiasm for experiencing and sharing music was established nearly four decades ago when he walked into his first audio store. “I have had a passion for audio since I walked into a store in 1983. “Since opening my store, I have concentrated on building lifetime relationships with my customers, creating a store staff that is second to none in the market, and choosing product manufacturers that stand with me. I believe everyone who comes in my store will experience my long-term commitment to my customers, my manufacturers, and my employees as well as my desire to learn from them all while having fun. I feel strongly that I would not be who I am today without these people.”
JillHeineck is a leading authority on corporate relocations, and is highly sought after for her real estate industry acumen and business insights. As a published author, frequent panelist and keynote speaker, Jill shares her experience and perceptions with people from around the globe.
Jill is a founding partner of Keller Williams Southeast, established in 1999, and the founder and managing partner of Heineck & Co. Her real estate practice specializes in corporate relocations, individual relocations, luxury residential, and commercial properties. Jill’s analytical approach to problem-solving, along with her expert negotiation skills and sophisticated marketing, deliver superior results to her clients. Her winning strategies and tenacious client advocacy have earned her a reputation for excellence among Atlanta’s top producers.
While Jill has received many accolades throughout her career, she is most gratified by the personal testimonials and referrals she receives from her clients. Jill’s unwavering commitment to the customer experience, and her focus on the unique needs of each client, serve as the foundation of her success.
Joy Passey is The Rebel Business Coach and Founder of JOY Prosperity Coaching, Inc. She is a New York University Certified Organizational & Executive Coach and an Institute of Social and Emotional Intelligence Certified Coach who uses theater techniques to help Entrepreneurs monetize their passion. Combining Joy’s creative mind with her business knowledge fosters a fun and unique approach to helping people discover new possibilities for themselves and create the lifestyle they’ve always dreamt about having.
AshaMankowska, MA,Esq. is an Internationally Renown Business, Executive & High Performance Coach, Consultant, Trainer, Branding Expert, Bestselling Author and Charismatic Speaker. Every year she is a Keynote Speaker at prestigious universities (Harvard, Yale) and conferences for top leaders, CEOs, executives and business owners in USA & Europe. Recognized by Forbes Magazine as one of the Top Business and Career coaches in America. She accepted the honor to be a member of Forbes Magazine Coaches Council and her articles are featured in Forbes Magazine on regular basis. Asha is a born entrepreneur, launching her first business at the age of 21 when she was in her second year of law school, successfully building three companies in Europe from the ground up and helping hundreds of clients from many countries. In addition to being recognized journalist (MA degree in Journalism), published in several European countries (mostly Poland, Germany and Sweden) and running very successful consulting and educational businesses, she had been an attorney and mediator in Europe and USA for 11 years. Asha made a courageous career change and transitioned to be a fulfilled Executive, Business, High Performance Coach & Branding Consultant. For the last 8 years she owns multiple 6 Figures companies and helping her clients to do the same. Her clients: influential leaders, CEOs, top executives and upper management learn how to design efficient and profitable business models, create online products and services, keep ultimate work-life balance for highest performance, deal with stress, self-imposed limitations, procrastination, perfectionism, burnout and workaholics. Instead set S.M.A.R.T. goals for success, identify top values and beliefs, to become more efficient, result oriented, successful, charismatic, influential and powerful leader to create a healthy environment at work, at home for employees and family. Asha was invited to teach those topics mostly at San Diego & San Francisco, CA, Harvard University in Boston, Paris France, Frankfurt (Germany), Krakow and Warsaw (Poland) just to mention a few. She is a Founder of business Mentorship and Mastermind: HIGHLY PAID EXPERTS ACADEMY powerful community for and training for influential CEOs, Leaders, coaches, consultants, experts, entrepreneurs and business owners to transition their business to multiple 6 Figures and 7 Figures Revenue Source and Design the Life On their Own Terms. Her program addresses cutting edge concepts to help her clients implement and dominate their industry, position themselves as powerful and charismatic leaders, turn their Passion into 7 Figures Profits, influence the world, and make a fortune by doing what they love with integrity and authenticity. She was a Founder of Speaking Academy “Speakers Bureau for dynamic women entrepreneurs”, the Radio Host: “Crush Fears with Asha” and host of video podcast: “Interviews with Asha: How to grow your business” where she interviews top leaders and experts in business from USA. She is also a CEO of Business Accelerated NOW. Her first book “The Change 4: Manifest Your Greatness Today”, where she was a co-author with Jim Lutes & Jim Britt (Tony Robbins’ first mentor), was published this April 2015. Her second book with Brian Tracy: “Ignite Your Life” was published on May 19th, 2016 and became a bestseller in two top categories: sales and marketing. Asha was also honored as a Thought Leader in Hollywood, CA in September 2016. Asha was also recognized as Woman of Influence in San Diego, CA for 2017. In January 2018, she was recognized by LinkedIn as an Advice Expert on LinkedIn. She was selected to offer advice to LinkedIn community, individuals, and groups in care.