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Jeff Petrea with Georgia Power, Thomas Heaton with the Small Business Development Center at Georgia State, and Bob Woosley with Frazier & Deeter

March 7, 2018 by Garrett Ervin

North Fulton Business Radio
North Fulton Business Radio
Jeff Petrea with Georgia Power, Thomas Heaton with the Small Business Development Center at Georgia State, and Bob Woosley with Frazier & Deeter
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John Ray, Jeff Petrea, Thomas Heaton, Bob Woosley

Jeff Petrea/Georgia Power

Georgia Power is an electric utility headquartered in Atlanta, GA. It was established as the Georgia Railway and Power Company and began operations in 1902 running streetcars in Atlanta as a successor to the Atlanta Consolidated Street Railway Company.

Georgia Power is the largest of the four electric utilities that are owned and operated by Southern Company. Georgia Power is an investor-owned, tax-paying public utility that serves more than 2.4 million customers in all but four of Georgia’s 159 counties. It employs approximately 7,500 workers throughout the state.

Thomas Heaton/Small Business Development Center at Georgia State

With 17 locations across the state of Georgia, the SBDC’s goal is to enhance the economic well-being of Georgians by providing a wide range of educational services for small business owners and aspiring entrepreneurs. The SBDC offers one-on-one consultation on a wide variety of subjects to address the needs of Georgia’s small business community.


Bob Woosley/Frazier & Deeter

After beginning his professional service career at Price Waterhouse, Bob Woosley became the first professional employee of Frazier & Deeter shortly after the firm was founded in 1981. In 1985, Bob became a partner and over the next 18 years he served the firm as head of the Audit and Strategic Consulting services departments. In 2000, Bob founded iLumen, Inc., the CPA profession’s leading business intelligence and analytical platform which is today used by leading CPA firms and financial institutions across the country. Bob served as CEO of iLumen through 2010 and is currently an active board member and advisor to the company. In 2010, Bob spearheaded the creation of the FD Alliance, a strategic collaborative of non-merged CPA firms located in several metropolitan areas. In 2011, Bob returned to Frazier & Deeter where he serves as the National Practice Leader of the firm’s private equity practice which includes the firm’s fund administration business, FD Fund Administration.

Tagged With: CPa, Digital Ignition, educational services for small business owners, Frazier and Deeter, Frazier Deeter, Georgia Power, georgia sbdc, Mike Sammond, private equity, Proactive Payroll, SBDC, small business development center at Georgia State, small businesses, Southern Company, strategic consulting, Thomas Heaton, utilities

TIFFANY KRUMINS SHOW: Shark Tank winner Martin Hill, creator of the Beebo

March 2, 2018 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
TIFFANY KRUMINS SHOW: Shark Tank winner Martin Hill, creator of the Beebo
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Martin Hill on Season 7 of Shark Tank

Martin Hill/Beebo

The Beebo was invented by a devoted, hands-on dad and engineer, Martin Hill. His baby boy was pretty fussy during evening feeding time, and Martin found that his baby became calmer when he was read to. Martin created the Beebo as a way to enhance feeding time so he could read to his boy with his free hand during feedings. Martin’s wife Sarah loved that they could more easily have family meals together while their baby also enjoyed his meal.

They found that the Beebo offered much more than just a free hand. It provided them with the freedom to interact more with their baby during those precious moments. Whether parents have multiple children or one beautiful baby to care for, the Beebo truly offers a better way to bottle feed.

 

Tagged With: entrepreneur, FSI, fulfillment, fulfillment solutions, Fulfillment Strategies International, hands free bottle feeding, inventor, launching a product, Product QuickStart, seth gilland, Shark Tank, Shark Tank winner, steven julian, Tiffany Krumins

Mark & Toni Brown with For Goodness Cakes, Paula Rivas with the Green C Trading, and Lisa Graham with the Diabetes “You Can Win” Foundation

March 1, 2018 by Garrett Ervin

Gwinnett Business Radio
Gwinnett Business Radio
Mark & Toni Brown with For Goodness Cakes, Paula Rivas with the Green C Trading, and Lisa Graham with the Diabetes "You Can Win" Foundation
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Lisa Graham, Mark Brown, Toni Brown, Paula Rivas

Mark & Toni Brown/For Goodness Cakes

For Goodness Cakes is the bakery of choice specializing in providing beautifully decorated works of art with delectably moist and homemade flavor. For Goodness Cakes meet the needs of any corporate event with company logos on cakes and cupcakes as well as delicious options such as cookies and their popular cake in a jar dessert. Cake It With You! At For Goodness Cakes, it’s more than just a cake – it’s Delicious Dipped in Beauty!

Paula Rivas/Green C Trading

Green C Trading is a company that imports and distributes to restaurants and industry. The main product is natural fruit purees (PAPAGAYO) which is pure natural fruit in a bottle, used to make juices, smoothies, cocktails, popsicles, and ice-creams.

BizMujer is an event directed to women business owners from minority groups in the community designed to highlight the force women in general have behind the growing numbers of business creation in the U.S.

Lisa Graham/Diabetes “You Can Win” Foundation

The Diabetes “You Can Win” Foundation is a nonprofit 5013c corporation that is focused on bringing comprehensive diabetes education and resources to those who do not have insurance and underserved populations. “We are losing a fight with diabetes that we can win if we can get communities the education they need.”

Tagged With: diabetes, Diabetes "You Can Win" Foundation, diabetes diagnosis, diabetes testing, For Goodness Cakes, Green C Trading, Gwinnett Business Radio, Lisa Graham, managing diabetes, Mark and Toni Brown, Mark Brown, Mike Sammond, minority women business owners, papagayo, paula rivas, sonesta gwinnett place, steven julian, subaru of gwinnett, Toni Brown

OUR VISION AND MISSION: Neil Stevens, President of Oconee State Bank

March 1, 2018 by Garrett Ervin

BYC11
Beyond The Cupola
OUR VISION AND MISSION: Neil Stevens, President of Oconee State Bank
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Mike Sammond and Neil Stevens

“Beyond the Cupola” allows invited customers, community, and team members of Oconee State Bank to have an opportunity to share their stories of success and inspiration, and/or how the Remarkable culture of Oconee State Bank has inspired them to mark lives in their own right.

Neil Stevens/Oconee State Bank

In the early 1900s, there were banks in all the small towns of Oconee County… Bishop, Bogart, Eastville, Farmington and Watkinsville. When the Depression came along in 1929, all the banks went broke and Oconee County was without a bank for the next 30 years. Farmers and small merchants had to travel to Athens for their banking needs.

In 1958, a group of community leaders recognized the need for a bank in Oconee County and started a process of getting the necessary approval for a state chartered community bank. In 1959, the FDIC approved a community bank and Oconee State Bank opened its doors for business on February 1, 1960 with 3 employees and a small corner office on Main Street in downtown Watkinsville.

Today, Oconee State Bank has 3 full-service financial centers located in Oconee County, GA as well as a website which serves as an “Internet Branch.” The vision of the founders continues today. Oconee State Bank is proud to provide an unparalleled commitment to personalized service, value-added products, and a deep sense of responsibility to the communities they serve.

Tagged With: customer service in banking, Mike Sammond, neil stevens, Oconee State Bank, Oconee State Bank in Gwinnett County

Retirement Planning for Overworked Business Owners

February 28, 2018 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
Retirement Planning for Overworked Business Owners
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Craig Frankel, JP Curcio, Morgan Luddeke, Adam Gaslowitz, Richard Wilcox

Richard Wilcox/CRI

Richard has over 25 years of experience in public accounting and has leadership responsibilities in CRI’s tax department. Richard works directly with the tax matters of corporations, partnerships, limited liability companies and individuals. He is involved with privately-owned businesses, their owners and personal tax planning. In addition, as a Certified Financial Planner (CFP), Richard specializes in the areas of tax planning, retirement and estate planning and international tax issues.

J.P. Curcio/Bernstein Private Wealth Management

John-Peter Curcio (JP) is with Bernstein Private Wealth Management working out of the firm’s Atlanta office where he advises high-net-worth individuals and institutions regarding investment strategies. JP works closely with clients and their professional advisors on tax matters, estate planning, concentrated stock positions as well as the sale of privately held businesses. Before joining Bernstein, JP was with Sandler O’Neill + Partners where he began by helping build their New York Equities division after 9 11 and ended his time there as Head of Equities on the West Coast.

Prior to Sandler O’Neill, JP was a Vice President with Goldman Sachs in New York and London. JP earned a BA, cum laude, from St. Lawrence University in Canton, NY, and holds an MBA in finance, with honors, from Vanderbilt University’s Owen Graduate School of Management in Nashville, TN. In addition to his involvement with the Mt. Pisgah Church in Alpharetta, JP serves on the Board of Communities in Schools Atlanta and is a former Vice President of the Board of TPC in Tiburon, California.

Morgan Luddeke/Cohen & Caproni

Morgan assists individuals with their estate planning and probate needs, including advice on the use of wills, trusts, and family partnerships, planning for retirement, and estate tax and administration issues.  In addition, Morgan advises clients on the many aspects of business planning.  This includes representation of businesses and their owners through the various aspects of business, such as structural matters, mergers, acquisitions, dispositions, business succession planning, and other tax planning.  Prior to joining Cohen & Caproni, Morgan worked at PricewaterhouseCoopers (PwC) in both the Investment Management and Real Estate tax group and the State and Local tax group where she gained an expertise in tax planning strategies.

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.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in 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

Tagged With: CPa, craig frankel, CRI, Estate Dispute, estate planning, fiduciary attorneys, financial planning, Gaslowitz Frankel, J.P. Curcio, Morgan Luddeke, retirement planning, Richard Wilcox, Riggs & Ingram, wealth management, Wealth Matters

Monique Russell with Clear Communication Solutions, Jeff Lovejoy with ActionCOACH, and Christian Gruita with Pixel Metaphors

February 27, 2018 by Garrett Ervin

North Fulton Business Radio
North Fulton Business Radio
Monique Russell with Clear Communication Solutions, Jeff Lovejoy with ActionCOACH, and Christian Gruita with Pixel Metaphors
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Mike Sammond, Monique Russell, Jeff Lovejoy, Christian Gruita

Monique Russell/Clear Communication Solutions

Clear Communication Solutions is a 100% woman-owned business providing trusted quality communications consultation through professional teaching, training, coaching and live events. Clear Communication Solutions helps leaders improve the lines of communication within teams, improve productivity and apply practical tools to boost the quality of professional and personal relationships.

Jeff Lovejoy/ActionCOACH

Jeff Lovejoy works with local business owners to build the business they desire and deserve. He guides owners to significantly improved and more profitable businesses with a proven and systemized “game plan” for their company. Jeff assists owners in developing their vision for the business; evaluating the strengths and weaknesses of their business; creating a business plan with quantitative goals to take their business to the next level; dramatically increasing profits; building the owner’s leadership skills; and choosing strategies to implement and practical actions to achieve their goals.

He holds owners accountable to ensure that they perform every step necessary to achieve not only the profitability they desire, but to also give them more leisure time.

Christian Gruita/Pixel Metaphors

It’s 2018, so let’s advertise like it’s 2018. Social media is where all the attention is. Let’s not be romantic about what worked yesterday or about the world that’s disappearing. Pixel Metaphors is passionate about marketing. They take the time to understand your needs and they have a deep understanding of the platforms. Pixel Metaphors will ask all the questions about the project, input all the data, make the adjustments necessary and give you the feedback in order to ensure the success of the campaign.

Tagged With: Digital Ignition, facebook marketing, Instagram marketing, marketing, Mike Sammond, Monique Russell, North Fulton Business Radio, Pixel Metaphors, Proactive Payroll, professional coaching, professional speaking, social media marketing, speech coach

OPEN FOR BUSINESS: Elease Dillard with The Student Navigator and Cally D’Angelo with the Gwinnett Chamber of Commerce

February 24, 2018 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
OPEN FOR BUSINESS: Elease Dillard with The Student Navigator and Cally D'Angelo with the Gwinnett Chamber of Commerce
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Mike Sammond, Elease Dillard, Cally D’Angelo

Elease Dillard/The Student Navigator

Months before her high school graduation, Elease Dillard made the tough decision to deny the opportunity to pursue playing college basketball and solely pursue academics instead. Considering the last-minute decision to not play college basketball, plus having a younger sibling graduating high school in two years, Elease concluded that she would pay for college herself. However, there was one problem. She had no idea how or where to start!

With that goal in mind, Elease developed a plan of action and was able to graduate college debt-free. She graduated college Cum Laude from Georgia Gwinnett College and currently holds a B.S. in Cell Biology with a concentration in Biotechnology. As a freshman and sophomore in college, Elease interned with The Neuroscience Institute at Morehouse School of Medicine. Her junior year, she interned on behalf of The National Institute on Drug Abuse (NIDA) at The University of California San Francisco, where she conducted an independent study.

Experienced at winning scholarships and landing internships, Elease founded The Student Navigator because she wants to help ease the stress and frustration that is commonly associated with paying for a degree and pursuing a career. In addition, she encourages students to maximize their educational experience. Elease hopes her story will inspire others to take action towards living in freedom, passion, and purpose.

Elease is also the bestselling author of Funding College Debt-Free: your Interactive Guide Towards Living a Life of Freedom, Passion, and Purpose.

Cally D’Angelo/Gwinnett Chamber of Commerce

The Gwinnett Chamber is the forum for business, government, education, healthcare, arts/culture/entertainment, and philanthropic and public-service communities to come together to advance our region’s economy and enrich Gwinnett’s quality of life.

Tagged With: "OPEN FOR BUSINESS", education grants, Elease Dillard, financial planning, Gwinnett Chamber of Commerce, Mike Sammond, student financial aid, The Student Navigator

TIFFANY KRUMINS SHOW: Mike Haswell & Tyler Haswell from Storing Treasures

February 23, 2018 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
TIFFANY KRUMINS SHOW: Mike Haswell & Tyler Haswell from Storing Treasures
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Steven Julian, Gifford Pace, Seth Gilland, Tiffany Krumins, Mike Haswell, Tyler Haswell

Mike Haswell & Tyler Haswell/Storing Treasures

Storing Treasures mission statement is “Discovering Your Financial Personality Inspires Progress”. This is at the crux behind who they are. Programs on the market today tend to categorize ways to financial health as absolutes. In other words, a system must be followed one specific way for there to be success. Financial Personality allows you to determine your strengths and weaknesses (not to change you!) so you can stick with your plan for life.

Tagged With: entrepreneur, Entrepreneurs, financial health, financial personality, FSI, Fulfillment Strategies International, Gifford Pace, launching a product, mike haswell, Product QuickStart, seth gilland, steven julian, storing treasures, Tiffany Krumins, Tiffany Krumins Show, Tyler Haswell

STRATEGIC INSIGHTS RADIO: Financial Statements and Small Business (Part 3 of 4)

February 23, 2018 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
STRATEGIC INSIGHTS RADIO: Financial Statements and Small Business (Part 3 of 4)
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David Wilkins and Mike Sammond

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 @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

Tagged With: david wilkins, financial statement preparation, financial statements, marketing, Mike Sammond, small businesses, sterling rose consulting corp, strategic insights radio

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