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Pensacola Business Radio: PhattLife with Monique Stinson, CET & CNWC
Junko’s Health, Wealth, and Happiness Hour Episode 10
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Junko’s Health, Wealth, and Happiness Hour is brought to you by Fujiyama Wealth Management.
David F. Golden is a partner at Troutman Sanders LLP. David’s work includes planning, compliance, transactions, and civil tax controversies. He is involved in a variety of matters relating to state and federal taxation of corporations, partnerships, individuals, tax exempt entities and industrial development bonds. He also provides a full range of trust and estate planning services.
BarryKlein is a partner at Carr Riggs & Ingram. With more than 35 years of accounting experience, Barry provides auditing, benefit plan auditing, tax, and consulting services to companies in the technology, manufacturing, multi-unit retail, healthcare, professional services, and wholesale distribution sectors. By being a trusted and proactive business partner, Barry advises his tax and audit clients on how to improve their operations, increase their profits, and improve internal controls – as well as how to minimize their tax burdens.
Barry is active in the business community. He is the treasurer and board member of the Atlanta chapter of the American Society of Pension Professionals and Actuaries (ASPPA). He is also a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of Certified Public Accountants (GSCPA), the Clarity Business Group, and VirtualBoard.
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Robert Hatcher with Soundcollide and Jennifer Sherer and Jackie Davis with Entrepreneurship and Innovation Institute at Georgia State University
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Robert Hatcher is an MBA student in the Robinson College of Business and CEO of Soundcollide. Before his MBA program Robert worked in the DELTA Lab studying industrial-organizational psychology and work with his brother small audio production company for over a decade which lead him to start his venture Soundcollide.
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Jennifer Sherer is the Director of the Entrepreneurship and Innovation Institute at Georgia State University. The Institute is focused on expanding an innovative and entrepreneurial culture inclusive of all students, faculty and staff at Georgia State as well as engaging alumni and the external community to advance innovative ideas, create new enterprises and transform existing businesses and organizations. Jennifer’s entire professional career has been dedicated to driving innovation and supporting entrepreneurs. Prior to joining Georgia State, Jennifer was the Vice President of Innovation and Entrepreneurship for the Metro Atlanta Chamber. There she led the launch of numerous initiatives to promote collaboration in the innovation community, support high growth entrepreneurs and elevate Atlanta’s status as a globally recognized innovation hub. Earlier in her career, Jennifer served as the Executive Director of Southeast BIO (SEBIO), a regional non-profit organization that fosters the growth of the life sciences industry in the Southeastern U.S. SEBIO’s mentoring programs, designed to prepare entrepreneurs for fundraising and cultivate new start-ups from universities, have benefited over 200 companies in the Southeast. Companies participating in SEBIO activities have gone on to raise over $2.5 billion in public and private funding. After finishing graduate school, Jennifer joined the Office of Technology Transfer at Emory University as a licensing associate. She was responsible for assessing intellectual assets for advancement, developing marketing strategies, and generating commercialization plans for technologies generated by university researchers. She also aided faculty members in developing strategic partnerships with industry. Jennifer serves on the Emory University Center for Ethics Advisory Board, the Southeast BIO Executive Committee and is a graduate of Leadership Gwinnett. She earned a Ph.D. in Molecular Physiology and Biological Physics at the University of Virginia and a B.S. in Biochemistry at Lehigh University. She was also a collegiate athlete as a member of the Lehigh University Women’s Basketball team. Jennifer lives in Suwanee, Georgia with her husband, Todd, and has three stepdaughters and twin boys.
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Jackie Davis is the Associate Director for Entrepreneurship and Innovation (ENI) at Georgia State University where she contributes to the Institute’s vision, strategy, marketing and co-curricular efforts. In her tenure, Jackie has helped to grow Georgia State’s entrepreneurship programs beyond the classroom. She established and oversees the planning and facilitation of 60+ events a year including: co-curricular workshops, guest speakers, business consultations, university-wide competitions, and several co-sponsored events with notable industry partners. Today, with a Major, Minor and MBA Concentration in Entrepreneurship, as well as three interdisciplinary degree programs (Social Entrepreneurship, Media Entrepreneurship and Biomedical Enterprise) ENI enrolls 600+ students a semester. Jackie is also the advisor for the Collegiate Entrepreneurs’ Organization (Georgia State Chapter) and the E-House Living Learning Community. She also assisted in the development of the LaunchGSU Student Incubator, a 3,000 sq. ft., idea-stage incubator designed to foster an entrepreneurial and innovative culture across campus. Prior to her role with ENI, Ms. Davis supported the development of signature experience programs including, the WomenLead Center and the Advancement of Women – Women’s Mentoring Program. As an intrapreneur, Jackie enjoys building signature programs that support entrepreneurship, women, and economic empowerment. Ms. Davis holds a Master of Business Administration with a concentration in Marketing, a Master of Education, and a Bachelor of Arts in Spanish and International Business, all from Georgia State University. She lives in West Midtown with her husband, three children, and dog.
Spark Stories Episode 2
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Kristy West is a Certified Applied Improv Practitioner, Speaker, and Founder of BraveSpace. She has been performing, studying and teaching improv for almost two decades. Along with her improv experience, Kristy spent over 15 years in B2B Sales and Corporate Training. Today, she blends her unique experience in improvisational comedy, corporate sales, and training to help teams and individuals practice critical communication skills and team collaboration in a brave space using the methodology of improvisation. After spending many years witnessing first hand how work environments and teams can suffer when there is a lack of human connection, interpersonal skills, civility and collaboration, Kristy’s improv and professional life collided (in a good way). She developed a driving need to share the power of improvisation with the business world to help shift mindsets and cultures, and in 2009 she entered the world of Applied Improv, where she is now a Certified AI Practitioner Kristy’s work at BraveSpace is taking improv off the stage and into corp environments to help foster innovation, creativity, collaboration, new mindsets and a whole slew of critical communication skills needed in today’s ever evolving, tech driven, chaotic work climate.
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Joe Norton is the co-founder of Helium Services. Specializing in software design and development, Helium has served organizations such as Emory, Terminus Software, and The Georgia Music Educators Association. In 2018, Helium was recognized as one of the Top 3 Software Development Companies in Atlanta and throughout the Southeast. As Joe puts it, “there are two things I love; solving problems and helping people. I love what I do and I am so lucky to work with such an amazing team every day.”
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Create The Life You Deserve with Clarissa J. Sparks. She is an author, speaker, brand strategist, and the founder of The She Sparks Agency. Clarissa has been featured in the Huffington Post, Essence Magazine, The Albany Herald, seen on the Trinity Broadcasting Network (TBN) and heard on The Peoples Station V-103; where she has given tips and tools to her audience to gain clarity, develop a strategy and execute and authentic brands.
She’s Clear, She’s Strategic, She’s Confident, and She Sparks.
Clarissa combines the power of brand clarity, strategy, and design to support multi-passionate entrepreneurs, emerging and executive leaders to discover their purpose, define their passions, design a clear action plan, and deliver with spark – their unique gifts that can be used to literally change the world.
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Christina Camacho with Ivy Lender and Bill Coontz with Dalton Agency
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Christina Camacho is the Founder and CEO of Ivy Lender. Christina spent her banking career working with Middle Market businesses as well as Fortune 500 companies at the top Financial Institutions in the U.S. She has a strong background in Treasury Management and Merchant Services. During her tenure, she successfully advised her clients throughout their growth, and partnered with trusted advisors to provide best-in-class support. After nearly a decade in banking, she decided to go out on her own and provide solutions not limited to one Financial Institution’s platform. Seeking an opportunity address an underserved market, she used her connections to create a FinTech firm that would combine aggregation, funding and a participation on a single platform for SME clients in North America. Ivy Lender is an SME lending platform that connects small and mid-sized businesses with institutional and alternative lenders. Unique to the Ivy Lender platform is their ability to process payments in North America and use the data collected from their clients to predetermine lending opportunities for their clients. Unlike other platforms, Ivy Lender covers a wide scope of business lending needs for companies at all stages.
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With over 25 years of domestic and global experience working with a broad range of Fortune 500 clients, Bill Coontz brings big agency and big brand experience to Dalton. Bill is President of the Dalton Advertising Group, and manages operations across all our offices, spearheads business development, manages client oversight, and inspires all who work with him. Prior to Dalton, Bill was President and Partner, at Kruskopf Coontz Advertising. In this role, he helped to strengthen brands for 3M, Optum Health, UnitedHealthcare, General Mills, Cargill, and Ameriprise. In addition, Bill has held senior positions at IPG and Omnicom agencies including Bozell, Mithun, Martin/Williams, and BBDO. Recognized for his leadership, Bill has served as president and global chairman of AMIN, a global network of independent advertising agencies of which Dalton is a member. Committed to giving back, Bill currently serves on the advisory boards of Susan G. Komen Atlanta, and the Atlanta Community Food Bank. He has a B.A. in marketing and PR from the University of Northern Iowa.
Ken Jacobs with Jacobs Consulting & Executive Coaching
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Ken Jacobs, ACC, CPC, a certified coach and experienced consultant and trainer, is the principal of Jacobs Consulting & Executive Coaching. For more than 10 years, he has helped senior leaders, managers, and executive managers in the public relations, communications, advertising, and marketing fields achieve and surpass their goals by becoming more inspired and inspiring leaders. His firm has helped communications agencies grow and manage business, improve client service and relationships, and enhance staff performance, communications and leadership skills. It does so via consulting and training. Jacobs holds Associate Certified Coach (ACC) credentials from the International Coach Federation (ICF), and is accredited as a Certified Professional Coach (CPC), Energy Leadership Index (ELI) Master Practitioner and a COR.E Leadership Dynamics Specialist by the Institute for Professional Excellence in Coaching (iPEC). Over the past decade, Jacobs has worked with such respected PR and integrated marketing communications firms as Boulevard PR, Catalyst, Cooney Waters Group, Coyne Public Relations, CRT/Tanaka (now Padilla), Dick Jones PR, D&A Communications, Multiply (formerly DBC Public Relations & New Media), Idea Grove, Impact PR & Communications, Ink & Roses, Jones PR, MWW PR, Peppercomm, Portavoce PR, Raffetto Herman Strategic Communications, R&J Strategic Communications, Reputation Architects, Reputation Partners, Ruder Finn, Saxum, SCG Advertising & Public Relations, Scott Circle Communications, SPI Group, Stern Strategies, Taylor, Thompson & Co. PR, and Xenophon Strategies, among others. Prior to launching his companies, Jacobs spent 25 years in management and leadership positions with a number of public relations agencies, including Ogilvy & Mather PR; Ogilvy, Adams & Rinehart; Marina Maher Communications; and Maloney & Fox. At each of these firms, Ken served on senior management and leadership committees responsible for business growth, professional development, training, morale, recruitment, and retention. While at Marina Maher Communications, Jacobs founded and led “MMC Masters,” the agency’s training program, which was cited for excellence by PR industry magazine The Holmes Report. In addition to his work with clients, Jacobs shares his knowledge through “Taking The Lead,” his monthly leadership column for the Public Relations Society of America’s (PRSA) Public Relations Strategies & Tactics. He has also written on leadership development, executive coaching and agency management for its predecessor publications, Public Relations Tactics, The Public Relations Strategist and PR News. He is a Senior Counselor to and the leadership coach for Prosper Group, which advises communications agencies, and is an Alliance Partner of Trilogy Partners. Jacobs is a member of the International Coach Federation (ICF), and in 2017 served on the Board of ICF-NJ as Secretary/Director of Communications. He serves on the Mentoring Committee of PRSA’s New York chapter, is an active member of PRSA Counselors Academy, and is on the board of PRSA’s New Jersey chapter where he leads its Senior Professionals Group. He is the recipient of the chapter’s 2014 Pyramid Award for Chapter Service. Jacobs graduated with honors from Syracuse University’s S.I. Newhouse School of Public Communications and College of Visual and Performing Arts, with a dual B.S. in public relations and speech communications.
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Diane Palacios and Devon Garza with Jewish Family and Children’s Service
Taking Care of the Whole Self
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Jewish Family and Children’s Service is a non-profit, non-sectarian 501(c) (3) organization dedicated to strengthening the community through quality behavioral health social services, and primary medical care to children, families and adults. Each year they serve over 47,000 people of all faiths here in the Valley of the Sun, helping them to strengthen families, resolve conflicts, and cope with everyday living.
Our discussion focused on integrating mental and physical healthcare and how treating the whole self can increase productivity and engagement as well as reduce stigma and create a positive workplace.
Diane Palacios
Diane Palacios is Clinical Co-Director of the Michael R. Zent Healthcare Center, Jewish Family and Children’s Service
Devon Garza
Devon Garza is Clinical Manager of the Glendale Healthcare Center, Jewish Family and Children’s Service.
Connect with Jewish Family and Children’s Service on Facebook and Twitter.
Trevor Wilde with Wilde Wealth Management, Mike Brown with Washington Federal, Timothy Moser with Quarles & Brady
Banking and Financial Outlook for 2019
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Trevor Wilde, Wilde Wealth Management
Trevor Wilde is managing principal at Wilde Wealth Management Group, with four branches across Arizona and more than $700 million in assets under management. Learn more about Wilde Wealth Management.
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Mike Brown, Washington Federal
Mike Brown is Arizona president of Washington Federal Bank, where he oversees 31 branches and $1.2 billion in Arizona deposits. Learn more about Washington Federal.
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Timothy Moser, Quarles & Brady
Timothy Moser is a partner at Quarles & Brady in Phoenix. He specializes in commercial, syndicated, real estate, asset based, health care, and structured finance and in asset and mortgage-backed securitizations. Learn more about Quarles & Brady LLP.
Connect with Timothy Moser on LinkedIn.
Tom Henschel with Essential Communications
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Tom Henschel is the President and Podcaster at Essential Communications. He has been coaching corporate leaders since 1990. He’s coached at companies like Netflix, Lockheed Martin, Disney and Cisco. He’s also the host of the popular podcast called “The Look & Sound of Leadership” that’s now in its 11th year.
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