Al Simon/Sandler Training by Simon Inc.
Sandler Training is an international training and consulting organization. Sandler utilizes distinctive, non-traditional sales and management methodologies, supported by continual reinforcement through ongoing training and individual coaching sessions. Typically, clients engage with Sandler Training to fatten their opportunity pipeline, close a higher percentage of opportunities, and close deals without discounting.
Timothy Sheehan/BNY Mellon
Tim Sheehan is a Vice President and Senior Wealth Director in the Atlanta office of BNY Mellon Wealth Management. He is responsible for advising affluent families and institutions with their portfolios, trusts, estates, foundations, endowments and retirement plans, making him a trusted advisor to wealthy families and institutions throughout the Southeast. Tim, in conjunction with BNY Mellon’s Portfolio Team and Wealth Strategist, works closely with his client’s tax and legal advisors on all matters ranging from tax and estate planning, concentrated stock positions, sale of privately held businesses, and family governance.
Tim is passionate about helping business owners and corporate executives navigate their wealth managements options and educate them as they move through the cycles of their career. His clients respect the fact that while he is helping them grow and protect their wealth, Tim is also focused on positioning business owners for eventual liquidity events and helping corporate executives understand their full range of benefits and diversification strategies. In post transaction and/or retirement, Tim develops strategies to protect and secure his clients’ wealth while simplifying their lives as they transition from “Owner” to “Investor”.
Prior to joining BNY Mellon, Tim served as Business Manager for Shell Energy Services where he grew the Georgia operation to $400m in revenue and 26% market share. Internationally, Tim has worked throughout Southeast Asia where he led the retail redevelopment for Caltex’s operations in Singapore, Bangkok and Hong Kong.
Karen Havey/BNY Mellon
Karen Havey is a Family Wealth Strategist for BNY Mellon Wealth Management. Karen joined the firm in 2016 bringing ten years of experience as a practicing tax attorney. In this role, she works to develop innovative strategies in wealth transfer analytics and ownership structures to maximize our clients’ wealth after taxes and across generations.
Karen has over ten years of experience providing comprehensive wealth planning advice to individuals and families. Most recently, she was a partner at a national tax law firm where she advised high net worth clients and families in regard to wealth and estate planning with emphasis on the estate, gift and income tax laws. She spent substantial time assisting fiduciaries with post mortem planning and tax filings. Her practice was also heavily focused on advising entrepreneurs in regard to asset protection and business succession planning through the use of trusts. In addition, Karen frequently advised clients on the implementation, structuring and repair of captive insurance companies.
CLICK HERE to watch the video of this show.
About Gaslowitz Frankel:
Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.
If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.
Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!
Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute
Bill Madison/LexisNexis Risk Solutions
Based in Alpharetta, LexisNexis Risk Solutions is a provider of data and advanced analytics solutions that helps companies and governmental entities improve decisions and reduce risk. For the benefit of consumers, solutions from LexisNexis:
• Find and locate missing children
• Help keep the U.S. a safer place from criminals and terrorists
• Prevent identity theft and protect society from fraud
• Make the ability to obtain credit a reality for disadvantaged and/or low income individuals, and
• Help individuals get fair prices on insurance and promote safe driving habits.
More specifically within insurance, LexisNexis Risk Solutions helps leading insurers automate and improve critical business processes, reduce expenses, combat fraud and deliver great customer experiences through products such as data prefill, location intelligence and usage-based insurance, also known as telematics. (125)
Patrick Sutton/Milner, Inc.
For decades Milner, Inc. has assisted businesses to improve efficiency and productivity, streamline operations and stay competitive. Their integrated use of the latest equipment and technology, tailored software, and business process changes has made Milner an industry leader. From the mailroom to the boardroom, Milner can help you reach your goals. They are in the business of understanding your business, and their expertise can be the difference between an office of yesterday or a business of the future. Their team looks forward to working with you to find business solutions that will ensure your success.
Rob Otersen/SPATCO Energy Solutions
SPATCO Energy Solutions is a supplier of liquid handling equipment, installation, and service in the petroleum, industrial, natural gas, and DEF markets. SPATCO was built on service and it is certainly their biggest strength today. They understand that downtime is lost revenue. That’s why they do everything possible to keep your facility pumping. They have certified technicians near your sites who receive on-going training on industry standards and best practices. They have quick access to the parts you need in order to correct pumping issues and provide other services in the least amount of time, and as economically as possible. With over 130 technicians in the southeast, SPATCO is the ideal partner for all of your petroleum needs.
Todd McCarty/WSI Marketing Upside
The purpose of WSI Marketing Upside is to help clients understand their return on marketing investment so they don’t believe that half of their money is wasted. They do this by helping clients connect the dots from marketing activities like website visits to outputs such as leads to business outcomes such as revenue, profit and market share using marketing technology and digital marketing. Their owner, Todd McCarty, is driven to help small and medium sized business owners find their growth potential or “upside” by leveraging his over 20 years of marketing experience across five Fortune 500 companies (NCR Corporation, Cox Enterprises, BellSouth, Anheuser-Busch and Omnicom).
Ellen Diamond/FleetGuardian
Preventing driver hand-held phone use while driving prevents accidents. FleetGuardian eliminates the manual and visual distractions caused by mobile phone use while driving by helping drivers keep their eyes on the road, hands on the wheel, and in compliance with federal and state regulation.
In addition to preventing distractions, FleetGuardian provides safety-minded management insight into driver behavior through analytics related to the rules and regulations set by not only your company, but also federal and state law. Managers and drivers have a fresh start to work together with one common goal: to stay accident-free. FleetGuardian is built for the driver that needs to stay connected and the company that is serious about safety.
Robert Martin/MSI Positioning Systems
MSI Positioning Systems, LLC (MSI) is an innovative leader in the research, design, development, integration, marketing and sales of precise measuring and positioning systems used to capture three-dimensional geospatial locations. Utilizing various technologies, MSI systems capture precise three-dimensional information and any variations that may occur over time. MSI’s measuring and positioning systems address the needs of geospatial professionals who demand precision, reliability and performance in dynamic environments. MSI systems are essential for land surveyors, civil engineers, large scale mappers, federal agencies, state department of transportations, public works, mining and construction companies. MSI also provides consulting services, training, and installation for monitoring deformation of dams, bridges, tunnels, railways, embankments, buildings, and other large structures.
Tom Loftus/Transport Station
Welcome to Transport Station/My Protection Plus. Here you will find what you need to be equipped for the road ahead. Their mission is to help you succeed. One way they do that is by providing products and services that help you prevent short term problems from derailing your long term goals.
Please take a tour of the variety of plans* offered here, designed to protect the things important to you when the road you are on takes an unexpected turn.
Any questions, please call our help desk at (678) 774-9495.
*Services and insurance policies provided by independent third parties.
David Wilkins/Sterling Rose Consulting Corp
Dave Wilkins has over 30 years experience working for companies such as E&Y, Whitridge Associates, PriceWaterhouseCoopers and IBM in business and technology management and consulting. He is currently the Senior Vice President of Sterling Rose Consulting Corp and the Business Unit Manager for the Business Technology Division of Sterling Rose Consulting Corp. Originally from Michigan, he has a BBA and MBA from the University of Michigan, and he has been a resident of Gwinnett County, GA for over 20 years. In his 30 years in business and technology, he has worked with clients in multiple business sectors including finance, manufacturing, energy, healthcare and government, among others.
About “Strategic Insights Radio”:
“Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategic_radio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.
Today we host the second part of this two-part cybersecurity series of Leader with Colonel Gemini Majkowski, an expert examiner for the Baldrige Performance Excellence framework.
During this episode, our hosts Ben Sawyer, Duffie Dixon, and Jennifer Strahan continue the dialogue with Gemini, diving into the trade-offs of convenience vs. security in the digital age. As a new sector within the Baldrige framework, Cybersecurity forces organizations to balance the modern age of technology with high consumer demands and slow policy updates. We’ll also talk about the significance and difficulty of measuring relevant data and key metrics that matter.
Colonel Gemini Majkowski/G2MQ
Established in 2001, G2MQ offers business leaders and healthcare organizations a unique combination of innovative proprietary tools and a dynamic team of subject matter experts to provide tailored solutions for their clients. From customized standard operating procedures to compliance and accreditation preparations to writing Baldrige National Quality Award applications, G2MQ is a trusted resource.
Utilizing a comprehensive approach, G2MQ not only addresses compliance, accreditation and regulatory issues, but tackles the full spectrum of challenges facing today’s healthcare organizations. Consequently, their clients can take their organizations “above and beyond” compliance to sustainable performance excellence and results.
Colonel Gemini Majkowski is a leader, strategist, and change agent with over 20 years of combined healthcare experience in private sector and DoD. Her core competencies include:leadership, strategic planning, quality management systems, policy development, healthcare administration, Baldrige, Six Sigma, organizational transformation, regulatory compliance, accreditation inspections, audits, and project management.
She worked in the private sector for 26 years and developed corporate strategies and quality management systems for 11 healthcare organizations. Gemini also created organizational structure; launched innovative quality and performance management systems; and drove sweeping impact to organizational efficiency, effectiveness, and sustainability.
With 16 years of experience in the U.S Air Force, Gemini served in leadership positions as an active duty and reserve officer. She is currently IMA to the Director of Staff and Senior Executive officer, Office of the Air Force Surgeon General, Washington DC. Gemini has spearheaded ground work/development of Air Force Medical Service strategy management framework. She led leadership development, organizational transformation, and execution of strategic initiatives. Gemini facilitated cross-functional communication. She served as key consultant to the 31-member Strategic Management Group responsible for turning the Surgeon General’s vision into reality.
About SOAR Vision Group
The SOAR Vision Group mission is to: Align People with Purpose to Achieve Exceptional Results. SOAR provides best practice strategy execution, business process optimization services, and a structured organizational development approach for organizations to effectively implement the Baldrige Performance Excellence framework. For more information, contact SOAR Vision Group at (888) 294-3303 or visit soarvisiongroup.com.
About the Baldrige Foundation
The mission of the Baldrige Foundation is to ensure the long-term financial growth and viability of the Baldrige Performance Excellence Program, and to support organizational performance excellence in the United States and throughout the world. The Malcolm Baldrige National Quality Award is presented annually by the United States President to organizations that demonstrate quality and performance excellence. For more information, contact the Baldrige Foundation at (202) 559-9195 or visit baldrigefoundation.org.
Jane Bishop/Take the Next Step
Jane Bishop is the founder and CEO of Take the Next Step which emerged out of her passion to help others “go for their It.” Her business offers coaching, consulting, and training services that empower individuals, groups, and organizations by helping them align with their inner core for success. Take the Next Step works with business owners and new leaders who struggle with their identify in their role and want to make a sustainable shift and be effective. She also works with team leaders who want training for their team to improve their team development related to communication.
Jane offers over 25 years of training, education, and lessons learned while training and leading people in four environments: academic, athletic, national corporate company, and as a business owner. All of her services are customized around a client’s objectives.
A strong and energetic communicator, Jane has been the keynote speaker at business networking groups, churches, women’s ministries, weekend retreats, and national platforms across the United States.
Mark Galvin/ePresence
ePresence provides personal branding services for individuals, executives and entrepreneurs. They leverage social media on an individual level since that is where the audience is most engaged. Mark Galvin, CEO and Founder of ePresence, is a personal social media expert with 29 years of business management and hotel industry experience including stops with Marriott, Hyatt, Omni and IHG.
