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Workplace MVP LIVE from SHRM 2022: CJ Gross, Ascension Worldwide

July 7, 2022 by John Ray

CJ Gross
Minneapolis St. Paul Studio
Workplace MVP LIVE from SHRM 2022: CJ Gross, Ascension Worldwide
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CJ Gross

Workplace MVP LIVE from SHRM 2022: CJ Gross, Ascension Worldwide

CJ Gross, Founder and CEO of Ascension Worldwide, is the author of the newly released book, What’s Your Zip Code Story? CJ joined host Jamie Gassmann live from SHRM 2022 and discussed the book’s focus on our own personal upbringing and the class biases that unfold from our individual experiences. They also covered his career journey, his presentation at SHRM in 2019, understanding others’ stories, the new sport he’s taken up, and much more.

Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

This show was originally broadcast live from the 2022 SHRM Annual Conference held at the New Orleans Convention Center in New Orleans, Louisiana.

Ascension Worldwide

Ascension Worldwide is a full-service minority-owned consulting firm committed to helping clients achieve workplace inclusion, employee and client diversity, and innovative growth opportunities beyond their imagination. We are a global company that utilizes Blue Ocean strategies, quantitative and qualitative analysis, internal analysis, master-minding, and other innovative techniques to support exponential growth in companies while providing specialized target business consulting services that bridge the gap in technology and human capital development.

​Ascension Worldwide provides an array of services, including talent management, leadership development, diversity, inclusion & equity consulting, strategic planning, process improvement, and other business management services.

Ascension Worldwide services clients from local and national non-profits, government agencies, as well as fortune 100 and 500 companies. We have experience in several industries including manufacturing, healthcare, construction management, engineering, law-enforcement, finance, education, insurance, retail, IT, and the military.

Company website | LinkedIn | Facebook |Twitter

CJ Gross, Founder and CEO, Ascension Worldwide

CJ Gross, Founder, Ascension Worldwide

Christopher “CJ” Gross is an international organizational development consultant specializing in leadership development and Diversity and Inclusion. CJ has 17 years of experience as a certified Social + Emotional Intelligence coach, trainer, Keirsey Temperament professional, and executive coach, with additional expertise in organizational mediation. He also serves as a Business Management, Adjunct Faculty for the Community College of Baltimore County. CJ possesses the unique ability to uncover and resolve social issues that hinder employee performance and efficiency.

CJ’s book, What’s Your Zip Code Story?, is now available and was born out of a Ted Talk you can find here.

CJ started his career as a mechanical designer at General Electric (GE) where he learned to lay out mechanical designs and run calculations. At GE, he learned how effective companies run and the importance of employee relationships to a company’s success. After receiving multiple corrective preventive idea awards for employee development, CJ merged his engineering skills with his innate understanding of people, offering professional coaching and staff development to companies in need of improved performance and effectiveness.

CJ cultivated his diversity and Inclusion acumen through an intense training and coaching program from Cook Ross, an internationally known diversity and Inclusion consulting firm. The program included key concepts from Daniel Kahneman’s book, Thinking Fast and Thinking Slow, brain science theory, and life-changing deep-dive identity coaching. In addition, CJ has worked with domestic and international leaders from fortune 500 companies, nonprofits, and government agencies on their diversity and Inclusion strategies and initiatives. This training and experience enable CJ to help clients explore impactful strategies for identity, diversity, inclusion, equity and access from a unique vantage point.

CJ received a B. A. degree in organizational management from Ashford University through the Forbes Entrepreneurship Scholarship.

CJ has consulted with domestic and international companies including the United States Postal Service, Toyota, Turner Construction Company, Oracle, Arent Fox D.C, Washington Post, D.C. Child and Family Services, Morgan Stanley, Loyola University, Howard University: School of Social Work, Maryland Association of Community Service, Primerica, Delta Sigma Theta Sorority, Inc., Maryland-National Capital Parks and Planning Commission, Maryland Department of Juvenile Services, the District of Columbia-Metropolitan Police Department, Penn State and others.
CJ has been featured in the Washington Post, the Washington Informer Newspaper, East of the River Newspaper, Diamonds Xcel Magazine, the Baltimore Examiner, and on the Tom Joyner Show, the Audrey Chapman Show, DCTV Cable, WPGC 95.5 FM, WOL 1450 AM, WUSA 9, WBAL-TV, and FOX45.

He has published three other books including How to Get a Job in 90 Days, Seeds of Greatness, and The Parent Connection. Most recently, he has co-written an article titled, Design Thinking + D&I=Innovation.

LinkedIn

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

TRANSCRIPT

Intro: [00:00:03] Broadcasting live from SHRM 2022 at the New Orleans Convention Center, it’s time for Workplace MVP. Brought to you by R3 Continuum, a global leader in helping workplaces thrive during disruptive times. Now, here’s your host.

Jamie Gassmann: [00:00:20] Hi, everyone. Coming to you from SHRM 2022 Exhibit Hall, I am your host, Jamie Gassmann. And we are in our show sponsor’s booth, R3 Continuum. And joining me is CJ Gross from Ascension Worldwide. Welcome to the show, CJ.

CJ Gross: [00:00:35] Hey, Jamie. Thank you so much for having me. I’m very excited about today, really, at SHRM. It’s awesome kickoff here and I’m really excited about the book.

Jamie Gassmann: [00:00:44] Yeah. And I know you’ve got your book here. But before we dive into that, tell me a little bit about your background. Tell me a little bit about your journey so far in your HR career that led to you writing the book.

CJ Gross: [00:00:54] Yeah. Absolutely. So, I’m actually not in HR. My background is in engineering. And I worked for General Electric for about eight years, and I learned lots of information about how leadership happens in a healthy and productive way by things that didn’t happen and things that did happen while I was at General Electric.

CJ Gross: [00:01:17] From there, I moved into consulting work. I did leadership development for the last 20 years. And after a lot of work in diversity, equity, inclusion, I realized that it needed to be done differently. So, I actually brought my background in engineering as a different approach to talk about diversity, equity, and inclusion. Because people, really honestly, they’re tired of talking about it in the way that we’ve been talking about it. In some cases it’s very polarized and in other cases it’s exclusive to certain groups. And things don’t always change in organizations as we talk about these topics.

Jamie Gassmann: [00:01:54] Yeah. And so, you wrote a book and I know you have this book. It’s sold out of the SHRM Store.

CJ Gross: [00:02:01] Yeah. It sold out.

Jamie Gassmann: [00:02:01] What’s Your Zip Code Story?

CJ Gross: [00:02:03] In a few hours, it’s sold out.

Jamie Gassmann: [00:02:03] I know. You got to be absolutely so proud of that. That’s amazing. And I want to dive into hearing about the book. Because when we’re talking before we got on the microphone, it was just so interesting when you said you were covering some of the biases that this book kind of talks about. Let’s dive into it. Tell me a little bit about what is your book about. And what does an HR leader learn from this or a business leader? Because I think it could be really anybody that’s leading an organization. Let’s talk a little bit about what’s inside there.

CJ Gross: [00:02:32] Sure. So, the book is called What’s Your Zip Code Story? And that concept is about not just where you grew up, but how you grew up, the sights and sounds outside of your door, the conversations around the dinner table, the conversations with your parents. All those things influence and flavor the way you see the world and, ultimately, the way you build relationships in the workplace, mentorship, build teams, hire people, and really shapes the lens in which you see the world and how you connect to other people.

CJ Gross: [00:03:04] The second part of it is about class bias. So, they’re really connected there, the two components. Now, the class bias piece is something that we’re really not diving into in the diversity, equity, and inclusion conversation. So, that component came out of a presentation I did for SHRM 2019 Inclusion Conference. They put me on the very last day, the very last hour when people are leaving the conference. I was like, “No one’s going to show up.” And to my surprise, one person walked through the door. So, I was like, “Okay, I’m not alone.” And then, 60 other people walked through the door.

Jamie Gassmann: [00:03:40] Nice.

CJ Gross: [00:03:41] And not only did they stay, they wouldn’t leave. The tech person had to pull the microphone because people were staying in there, they were crying. They were weeping because they not experienced a place where they can share their own – what we call – your zip code story. And that’s really about your uniqueness and it goes beyond just your identity that we can see.

CJ Gross: [00:04:07] And so, this book really touches on those two components, your zip code story – what your background is, where you’re from – and also the eight class biases that we just talked about. And how does one expand their zip code story to mitigate those biases in the workplace.

Jamie Gassmann: [00:04:26] Yeah. So, fascinating. Because, really, we all have so many different experiences across our life from childhood on up. You know, I’m an army brat. When you look at me, you don’t know that I’m an army brat. You would never know that. But I tell you it – honestly, just sharing this as a conversation – one of the things that I hear is, “Was it hard to grow up moving a lot? That’s awful.” I’m like, “Really? That shaped who I am. That’s change management right there.”

CJ Gross: [00:04:53] It’s like a super power. It’s like a super power.

Jamie Gassmann: [00:04:53] Right. Yes. I’m like, “I actually thrive in that.” It’s actually a powerful thing. You know, you could look at it is a negative, but we never did. And so, it’s just interesting because when you think about that, everybody grows up a little different and you automatically draw an assumption about the person when you hear it.

CJ Gross: [00:05:12] The story.

Jamie Gassmann: [00:05:12] That’s so fascinating. So, how do you embrace those stories? How do you pull those stories out of your employees? Because, you know, as a leader, that can be challenging, right?

CJ Gross: [00:05:23] It is challenging across the board for all diversity conversations, not for every single person, but for many people. Because the first thing they think about is diversity, “If I’m not a part of a certain diverse culture or identity, then is this for me?” So, the first thing I tell the leaders is, “First, know your own zip code story.” It’s the first thing. Understanding your background and how that shapes the way you see the world, it’s the first thing.

CJ Gross: [00:05:49] The second thing is to share your background story, share your upbringing, share your experiences, and things that have made you who you are. And through that, you are then the leader which opens up the door for other people in different backgrounds to share their story. And then, you can lean into that story.

CJ Gross: [00:06:08] Honestly, you don’t even have to go down the road of talking about all the diversity conversations that we know. Not to say those aren’t important. But if you really want to create psychological safety, then you share your story. And you can also share the story about something about yourself that people wouldn’t know just by looking at you.

CJ Gross: [00:06:27] Because you may now be the leader sitting up high in the organization and people think, “Oh. They’ve been there. They had it easy. They’re privileged.” It’s what we hear a lot. It’s not to say that people are not privileged. But when people really know your story, you come down to earth, it’s more authentic. There is a bridge of connection there that allows people to connect with you in a different way.

CJ Gross: [00:06:49] And when you share your zip code story as a leader, you create this psychological safety which allows other people to lean in and share theirs. And it leads to better performance, lowers turnover, and you get more creativity out of those individuals, which ultimately lead to increased market share, which every company wants.

Jamie Gassmann: [00:07:12] Absolutely. Well, when I hear you talking, it makes me think you humanize yourself.

CJ Gross: [00:07:19] Yes.

Jamie Gassmann: [00:07:19] You’re a human just like your people. You give them an opportunity to relate with you at that human level.

CJ Gross: [00:07:25] It makes you relatable.

Jamie Gassmann: [00:07:27] And it allows you that opportunity, really, to be an authentic person, authentic leader. You know, at different episodes, we talk a lot about how do you create that opportunity of being vulnerable in front of your team or bringing your true self to work, that’s what I think about when I think about your book in this whole What is Your Zip Code Story? That’s amazing. Fascinating. So, if somebody wanted to get a copy of your book – I understand it’s on Amazon.

CJ Gross: [00:07:56] It’s on Amazon.

Jamie Gassmann: [00:07:57] But how do they get a copy of it now that it’s sold out at SHRM? You’ve got to let the rest of those that didn’t get to the bookstore fast enough know.

CJ Gross: [00:08:04] Well, don’t tell anyone, just between you and I, I had a private stash that I had in my book bag that I just took over there earlier before I came here. So, there’s probably about 20 books left now. So, we already sold out the first hundred in less than two hours. And now, we have, like, 20 something left, so that’s not going to last.

Jamie Gassmann: [00:08:27] So, anybody not getting it at SHRM who missed out –

CJ Gross: [00:08:32] They can go and find it on Amazon and everywhere else books are sold. And also the book, before we came a book – I was a about to say a Broadway play. But it wasn’t.

Jamie Gassmann: [00:08:40] It was a great play.

CJ Gross: [00:08:41] I know, right? It was an awesome play. What is Your Zip Code Story?

Jamie Gassmann: [00:08:43] I can see it. I think we could write the script right now.

CJ Gross: [00:08:46] But it was a TED Talk.

Jamie Gassmann: [00:08:46] So, you’re singing part to it?

CJ Gross: [00:08:48] Yeah. I wouldn’t do it. You wouldn’t want me to do it.

Jamie Gassmann: [00:08:50] You wouldn’t want me either. But a TED Talk, that’s really cool.

CJ Gross: [00:08:53] It turned into a TED Talk. And from the TED Talk, it turned into a book, and it just came out. And, actually, this is the third week that it’s been out. And next month, I’m actually doing a book talk and some work around this concept in England, London.

Jamie Gassmann: [00:09:13] Great. So, if they want to see the schedule for that book tour, so if we have any international listeners, where could they find all this great information?

CJ Gross: [00:09:20] So, the information for the UK is not on the website as of yet. It’s a good idea. I’ve been moving so fast. But they can go to either one of my websites which is, cjgrosstalks.com or ascensionworldwide.com.

Jamie Gassmann: [00:09:36] Wonderful. They’ll find you.

CJ Gross: [00:09:37] Type in CJ Gross, and I will pop up, you’ll find my LinkedIn. One of the things that I do that I want to mention about – well, it’s on LinkedIn – what makes this work for me unique is, as you look at me, I’m a person of color, I’m a male. But the zip code story, what people wouldn’t know, is that I do motocross.

Jamie Gassmann: [00:10:02] I love that. I should have asked you, what’s your zip code story?

CJ Gross: [00:10:06] It’s too much to talk about.

Jamie Gassmann: [00:10:07] I kept sitting here going, “What’s my zip code story?” Like, I’m listening to you going, “Gosh. You know, what would mine look like?” So, you do motocross?

CJ Gross: [00:10:14] I do motocross. I am learning Spanish, [Foreign language]. I am learning to surf. So, there’s so many things that I’m doing to expand my zip code. That’s what the book is also about, is expanding your zip code story around people, places, and things. I’ve taken up golf. I’ve joined the Rotary Club, I did a presentation there – was it last week or yesterday? I couldn’t remember. I’m so busy.

CJ Gross: [00:10:37] But the point is, when people read the book, yes, you should understand your zip code story. You should understand other people’s zip code story. But you should also expand your zip code story. Because from there, two things happen. One, you get to see what another person experiences. The other thing is you get to learn new cool things about yourself.

CJ Gross: [00:10:56] Like, I would have never thought I would have been into motocross. I do skeet shooting. I started swimming, so I scuba dive now. Like, all of this is within the last five years, though, and I won’t tell you how old I am. But most people would not expand their zip code because they think, “I’m too old. I’m too young.”

Jamie Gassmann: [00:11:13] You’re never too told.

CJ Gross: [00:11:15] “I’m this. I’m that.” But what this does is allows you a doorway to expand who you are. And, really, this is a new competency for the future of leadership. So, you can look diverse, but if you don’t have a mindset for diversity – traveling does that as well – you’re going to be out of a job. And it may not be today, but it will be tomorrow. And so, the goal is to expand your zip code story by doing different things and different experiences.

Jamie Gassmann: [00:11:44] I love that. And, honestly, travel can do that for you. And don’t just go to Senor Frogs. Like, seriously, go off the beaten path.

CJ Gross: [00:11:50] Go where?

Jamie Gassmann: [00:11:51] Don’t just go to Senor Frog’s if you’re in Mexico. Go to Napa, just the tourist traps. But really, really experience the culture of where you’re at and embrace it.

CJ Gross: [00:12:01] I want to tell you a quick story if we have time.

Jamie Gassmann: [00:12:03] We do. Absolutely. As much time as you want. We can talk here all day.

CJ Gross: [00:12:08] So, I went to Nicaragua. And in order to get to Nicaragua, I had to fly into Costa Rica. We’re at Costa Rica, we took a cab to the border. And from the border of Costa Rica, we had to walk – I don’t know – a-quarter-of-a-mile to Nicaragua. And on that passage, I had to show my passport, like, six or seven different times. And I remember coming back home and complaining. I was like, “You know I had to show my passport?” And then, we had to take a cab to the port. And at the port, we took a water taxi to an island. And then, I took another taxi.

CJ Gross: [00:12:54] So, not to mention all of those things, when people talk about, you know, inclusion or a privilege, you might say, “Oh. This is a person, a person of color, they don’t have privilege like other people.” But just having a U.S. passport is a privilege that people don’t think about. And when I gained that experience by actually putting myself in that situation and not really speaking the language – I only speak, like, 12 words of Spanish – but I was able to get around and get fed.

CJ Gross: [00:13:22] But the thing is, when I came back to the States and for my friends or colleagues who English is their second language, I had a whole nother appreciation for their experience. And it doesn’t mean I agree with everything that’s set out there in politics and all that, but what it means is that I can now have empathy.

CJ Gross: [00:13:41] You know, Brene Brown talks a lot about that, having empathy. I can now have empathy from someone who has a different culture and has a different passport. The same thing with women’s rights. You know, there’s lots of things that I learned about women that I had to be made aware of. For example, we asked people, “What’s the number one bias you have flying on an airplane?” And a lot of people say different things, we won’t go into that.

Jamie Gassmann: [00:14:07] I had to think about that.

CJ Gross: [00:14:10] Babies, number one.

Jamie Gassmann: [00:14:13] Sitting next to a crying baby?

CJ Gross: [00:14:15] Yes.

Jamie Gassmann: [00:14:15] Oh. See, I’m a mother. I get it.

CJ Gross: [00:14:18] Yeah. They have biases against other kids, but not theirs because they left their kids at home. But 25 percent of women said, “I want to sit next to someone who is the same gender.” And I made a comment that showed my awareness at the time. I said, “Whoa. What’s wrong with guys?” And they said, “Well, you’ve probably never been a woman on an airplane.” I was like, “You know I haven’t, right?” But women are assaulted at times on the airplane when they go to sleep or people bother. And I was like, “That’s never happened to me in that way because I’m not a woman.”

CJ Gross: [00:14:50] But hearing from women in that way created a greater empathy for their experience. So then, when you look at engineering, where I come from, where there are not a lot of women or people of color, when a woman says something, a person of color says something, I can relate with that. But, now, what it means to be the only woman in a male dominated environment opens my eyes because I’ve heard something. Or if I reverse engineer it, and I am the only.

CJ Gross: [00:15:17] So, being the only for a leader is important because if you’re trying to support someone – we always say this in our organization – you can’t take someone where you’re not willing to go yourself or you have never been yourself. So, if you’ve never been the only, if you haven’t interviewed people and understand what that’s like, it’s hard to empathize. And, although, we want to create pay equity and all those other initiatives, it’s going to fall short because people don’t have that experience.

Jamie Gassmann: [00:15:45] That’s so interesting. I would have never thought that on the airplane, and I travel quite a bit for work.

CJ Gross: [00:15:53] When you get on an airplane –

Jamie Gassmann: [00:15:54] I’m never going to get that thought out of my head now, CJ.

CJ Gross: [00:15:56] … you automatically assess people up and down and you create a story and you’re like, “Mm-hm. Not that guy. Not that woman.”

Jamie Gassmann: [00:16:03] You do. What they’re wearing. It might be what they’re looking like. I mean, if they look like they just rolled out of bed, and grabbed their pillow and their blankie, and brought it to the airport with them, I’m going, “Oh, boy.”

CJ Gross: [00:16:14] “I’m not going to sit next to them, they smell funny.”

Jamie Gassmann: [00:16:18] “They didn’t shower this morning, obviously. Like, I hope they’re not next to me.” And it was next to you, right? That’s so interesting. But we all do it. And you do it everywhere you go and everywhere you’re at, and you don’t even realize sometimes that you’re even doing it. That’s so interesting. Now, I’m going to be walking around going, “I wonder what their story is. What’s their zip code story?”

CJ Gross: [00:16:40] And that’s the hope for this book, is, it catches on and people go, “well, what’s their zip code story?” And they won’t just think about their brain is creating a story about them, but they actually lean in and lean past that bias conversation and say, “You know what? That person would never be good for this job because of this.”

CJ Gross: [00:17:02] Or here’s another one for women we hear is that, if you look like you’re of childbearing age – how does someone know? – people will not give you assignments that require travel. Because they’re thinking that, one, if you have kids, they’re thinking you may want to stay home with your kids. They didn’t ask.

Jamie Gassmann: [00:17:25] Do they do that to men?

CJ Gross: [00:17:30] No. That’s the zip code for it, because you don’t know that there are a lot of men that are actually playing the role. And so, just judging people in that way is exclusive. But, again, when we’re just talking about the normal topics of diversity, we’re missing out on a whole different conversation.

Jamie Gassmann: [00:17:50] So fascinating. Oh, my goodness. I think we’ll have to have another follow up on this. I think we could talk for hours on that.

CJ Gross: [00:17:56] Yeah. Maybe I’ll come back tomorrow or something.

Jamie Gassmann: [00:17:57] There we go. We’ll do two. Why not? It was a piggyback. We’ll talk about interviewing. Like, how do you use the zip code story in interview?

CJ Gross: [00:18:06] Stay tuned. We’ll talk tomorrow about it.

Jamie Gassmann: [00:18:07] Stay tuned. There we go. So, if you are interested in checking out CJ’s book, which I highly recommend because it sounds super interesting and I think it’d be very beneficial to any business leader or HR leader out there, What’s Your Zip Code Story?, definitely check out amazon.com. Very cool. Thanks so much, C.J. It’s been great talking with you.

CJ Gross: [00:18:31] Thank you. This has been awesome.

Outro: [00:18:31] Thank you for joining us on Workplace MVP. R3 Continuum is a proud sponsor of this show, and is delighted to celebrate most valuable professionals who work diligently to secure safe workplaces where employees can thrive.

 

 

Tagged With: Ascension Worldwide, CJ Gross, DEI, Diversity Equity and Inclusion, HR, Jamie Gassmann, R3 Continuum, SHRM 2022, What's Your Zip Code Story?, Workplace MVP

Start with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

July 6, 2022 by John Ray

Purpose
Family Business Radio
Start with Purpose and Passion, with Anthony Chen, Host of Family Business Radio
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Purpose

Start with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen reflected on the values, desires, and passion that drives a family business. He noted that once you find the purpose and passion, you can look for a financial team that understands your story and buys into your journey.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, Family Business, Family Business Radio, financial planning, Lighthouse Financial Network, Passion and purpose, values

The R3 Continuum Playbook: How Can Your Organization Cultivate a Psychologically Safe Workplace?

July 6, 2022 by John Ray

Psychologically safe
Minneapolis St. Paul Studio
The R3 Continuum Playbook: How Can Your Organization Cultivate a Psychologically Safe Workplace?
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Psychologically safe

The R3 Continuum Playbook: How Can Your Organization Cultivate a Psychologically Safe Workplace?

Dr. George Vergolias, R3 Continuum Medical Director, provides insight for leaders to help them determine what a psychologically safe workplace looks like for their organization. Dr. Vergolias describes crucial factors to consider when navigating the process of bringing more psychological safety to the work environment.

The full webinar can be found here.

The R3 Continuum Playbook is presented by R3 Continuum and is produced by the Minneapolis-St.Paul Studio of Business RadioX®. R3 Continuum is the underwriter of Workplace MVP, the show which celebrates heroes in the workplace.

TRANSCRIPT

Intro: [00:00:00] Broadcasting from the Business RadioX Studios, here is your R3 Continuum Playbook. Brought to you by Workplace MVP’s sponsor R3 Continuum, a global leader in workplace behavioral health, crisis, and security solutions.

Shane McNally: [00:00:15] Hi, there. My name is Shane McNally, Digital Marketing Project Lead at R3 Continuum. On this episode of The R3 Continuum Playbook, we’ll be featuring a segment from a recent webinar presented by R3 Continuum Medical Director, Dr. George Vergolias. This webinar was titled How Can Your Organization Cultivate a Psychologically Safe Workplace?

Shane McNally: [00:00:33] Dr. Vergolias has over 20 years of experience as a forensic psychologist and certified threat manager and has assessed over 1000 cases related to threat of violence or self-harm, sexual assault, stalking, and communicated threats. In this short segment from his webinar, Dr. Vergolias offers his expert insight into psychological safety and what makes a psychologically safe workplace, and how leaders can create that sort of environment for their employees.

George Vergolias: [00:01:02] Now, I want to pivot and talk a little bit about solutions and ways to think about how do we foster psychologically safe workplaces. So, first I want to define that, right? I really believe the Center for Creative Leadership is really a good – they have a really good, useful definition that’s approachable and it hits home and it can translate to practical applications. Right?

George Vergolias: [00:01:32] So, what they define is a shared belief held by members of a team that others on the team will not embarrass, reject or punish you for speaking up. Now, what’s key here is, this doesn’t mean that you get to say whatever you want. It doesn’t mean that any individual’s viewpoint is automatically accepted. Right? And it doesn’t mean we’re nice all the time. I think just sometimes there’s a false narrative that psychological safety means no one will ever say anything that will upset you, right? No.

George Vergolias: [00:02:10] Let me say it this way. No one has a right to not be offended on the one hand. There’s going to be interactions in our lives, personal and in the workplace, that might annoy us or offend us or rub us wrong. What this means is that we are embracing that conflict and we feel that we have a platform, an engagement level, a dialogue by which we can work through those disagreements and conflicts in a productive way so that the group moves forward so that the group is better off for it as a result of that process. And that process isn’t always fine. Conflict is sometimes difficult. That’s why many of us avoid it.

George Vergolias: [00:02:52] So, it’s important to keep in mind that pragmatic definition, because what I feel is there is a real risk of organizations having kind of a hyperbolic reaction in either of the extremes. One extreme is we have to absolutely accept everything everybody says, and we can’t say anything that might be challenging or even remotely perceived as offensive. Right? That’s fraught with its own problems.

George Vergolias: [00:03:24] And the other is where we’re totally tone deaf to the realities, that there are issues that need to be navigated. There are issues whether they’re diversity, equity and inclusion issues, or other issues that we need to talk through and work through and do the difficult work ahead. So food for thought.

George Vergolias: [00:03:43] What they also identify are four stages of types of safety. And the first is inclusion safety, and that satisfies the basic human need to belong. So in this stage, what we’re looking at is we feel safe to be oneself and you’re accepted for who you are, including your unique attributes and defining characteristics. Right? Again, there are limits to this, right?

George Vergolias: [00:04:08] Typically what we mean here is someone can be free. Whether it’s sexual identity, racial identity, other types of identity, they can feel free to express that in a way that they can live their fullest life and not be falsely judged or negatively impacted by that. Right?

George Vergolias: [00:04:27] There are laws that somewhat protect that. And there’s been a big move through corporate America to try to adopt that. That doesn’t mean that if I – I’m going to use an extreme example here. If I identify with neo-Nazism that I have a right to bring that insignia into the workplace because it’s very threatening to other people. So there are limits that organizations will have to determine where they draw those lines. But that’s what we mean by inclusion safety.

George Vergolias: [00:05:00] Next stage is learner safety. What we mean here is, this satisfies the need to learn and grow. And when we feel this, we feel safe to exchange ideas, take risks, put an opinion out there in a way, ask questions, give and receive feedback in a way that isn’t always comfortable, because, again, that’s not the goal, but in a way that we feel safe to do so. We could take those risks in a way that we feel that it is a growth experience, not a stunting or traumatizing or shaming experience.

George Vergolias: [00:05:35] Third stage is contributor safety. So here, what we’re satisfying or the need satisfies the need to make a difference. We feel like we have agency. We can make a difference. We can have an impact. We have relevance in our role, in our job, in our teams, and in our organizations, right, to the degree that we’re gonna use our skills and abilities to do that.

George Vergolias: [00:05:56] And then lastly, challenger safety. What we mean by challenger safety, this satisfies the need to make things better. How do we challenge the status quo in a way that we can grow as individuals but also as teams and as organizations, right? And how do you take up that challenge in a way that is promotional for whatever the values of the team or the organization have behind them?

George Vergolias: [00:06:21] Now, these sound great. They’re very well thought through. Practically, how do we implement them? That’s the big challenge, I think, facing us. Where do we draw those lines, right? A recent one, where do I as a leader, as if this was up to me, but where do I as a leader draw the line between somebody that has a loved one at home that’s immunosuppressed and wants everyone to still wear masks at the workplace and other people that feel like they’ve done everything they possibly can include getting vaccinated and have asthma and find that wearing masks is difficult, not necessarily life-threatening, but really difficult for them? Where do we draw the line between that, right? These are difficult sometimes issues to answer. And we’re going to have to navigate those as we go forward.

Shane McNally: [00:07:15] Hey, George, just going back one side here. I do have a question. You mentioned it’s difficult to implement this. And I was just curious, you know, if you’re an organization that’s been around for a very long time, you’ve got employees that have been there 20, 30, 40 years, I don’t know, they’ve been there for a very long time and say you’re looking at these steps and you’re like, we don’t really have anything like this. Is this something that they should start implementing now, or do you think that these employees that have been there for so long might, you know, it might be something that’s frowned upon?

George Vergolias: [00:07:48] So, it’s a great question. I do think there is something to be said about the longer that we engage in habits, the longer that we engage in a pattern, whether it’s self-imposed or it just was the status quo that we came up with. There is something to be said about it. Yes, it can be more difficult to change. But what I constantly push back when I hear that and I hear that a lot, Shane, from organizational leaders that I consult with on resilience and workplace turnaround and all kinds of things is that every one of us has made those changes. Every one of us has made those changes, right?

George Vergolias: [00:08:23] There are people – there’s a dear friend of mine right now that’s going – just went through a liver transplant. He wasn’t an alcoholic by any means. And that wasn’t why – he had a blood issue, a blood disorder issue going on, and he needed a new liver. But he certainly enjoyed having a few beers back then. Guess what? He’s done drinking. He’s done drinking for the rest of his life, right? Now, it’s easy to say, “Well, that was life or death.” Trust me, I used to do transplant candidacy evaluations. There are a lot of people that can’t make that change or don’t want to, right?

George Vergolias: [00:08:52] Someone has a heart attack at age 50 or 55 or 60, and they totally redo their diet and their workout regimen. Somebody goes through marital counseling and completely reorients their approach to their spouse after 15 years of a volatile marriage. We, as human animals, change all the time. And so, what I don’t accept, I will accept that it’s difficult, but I won’t accept that it’s impossible.

George Vergolias: [00:09:15] And what the key then is for those leaders to do is to really figure out how do we promote the culture of change. How do we give people every chance to make that change and embrace it? And then those that are going to absolutely hold out against it at some point, maybe they’re no longer a good fit for the organization. And those are tough choices for sure, Shane, definitely. But that’s how I would think about that.

Shane McNally: [00:09:41] Awesome. Thank you.

George Vergolias: [00:09:42] Yeah, yeah, yeah. But I’m glad you asked that because that segues to my next slide. A big part of this also has to do with hope, right? As leaders, if you’re going to say to somebody, “Hey, we’re going to go into that wilderness. And although we know a little bit of that wilderness, we don’t totally know that wilderness and that’s new for you. You’ve been working for 25 years and this is a new thing for you, right? You never talked about this before when you came up in the workforce. I want you to trust me, right?”

George Vergolias: [00:10:11] As a leader, we have to give them a clear message around that and we have to give them motivation and we have to give them a sense of hope. Right? So, again, we drown not by falling in the river, we drown by staying submerged in it. So, as we look, you know, the best companies that adapted well, maybe some that even thrived during the pandemic, had leaders that really rallied the troops and they instilled a sense of hope as well as a sense of direction.

George Vergolias: [00:10:44] Later in the presentation, I’m going to mention that hope – we’ve all heard this statement, hope floats. But I have a little add-on. Hope floats but it doesn’t swim. Right? Hope gets us and rises us emotionally to the top. But then we need action and direction and intention to get somewhere with that energy. And I think that’s where that is an important part of the messaging at a leadership level.

George Vergolias: [00:11:11] And, again, Shane, I think you were getting at – your question was insightful because it was getting at the sentiment and I hear this all the time, “Well, man, that’s hard to do.” Well, yeah, it is hard. These are hard changes. But the pandemic was hard. The reality is, though, if you look back as difficult as the pandemic was at so many levels for us as individuals, as teams, as organizations, we’re here. Every time we said we couldn’t go on, we did it because we’re still here. So, it’s important to realize that as individuals and as organizations, if we want to get somewhere or get something that we never had, we have to start doing something that we never did. And it’s important to start thinking in those terms.

George Vergolias: [00:11:58] So, what does this mean? More practically, it’s a conceptual shift. So, the idea is it’s no longer a top-down. I’m not going to negate hierarchies. Decisions need to be made. Stewardship needs to still occur. And there needs to be direction at the team level and at the organizational level, for sure, without a doubt. But the conceptual shift now is more different. It’s about engagement. And it’s about shifting how we do that over time and engaging a process from end to end so that when we bump into problematic behaviors, hostility, people that are struggling, instead of Stephen Covey’s first response on that train, on that subway, which was what’s up with this jerk dad who isn’t managing his kids, that completely shifted in an instant to this guy’s really struggling and his kids are really struggling. And now, we know we have a deeper insight. And with that deeper insight, we have a whole other response that that calls for. Right?

George Vergolias: [00:13:04] So engagement from end to end and moving from an adversarial and contentious way of approaching our employees or our employee problems to one that is more collaborative and supportive. And, again, I want to be clear. Support doesn’t mean you let people get away with stuff if there’s bullying, sexual harassment, prejudice, other types of even hate verbiage, right? We just saw in Buffalo, right, a heinous mass shooting that clearly was a hate-driven crime. Those are not acceptable. So when we say supportive, we don’t mean a blank check, but we mean providing a culture by which those issues are dealt with directly and in a timely manner while also continuing to build cultures of inclusion.

George Vergolias: [00:13:48] So, education on that process is important, message of support that is balanced with the need to protect our people and our business interests, and then create alignment of those resources beyond just intervention as a singular event. All too often we think of “George is struggling. Let’s go get him an FFD.” Like that’s an event. “Let’s get him a fitness for duty.” And those, by the way, can be very, very useful. Right? Or we think, let’s give him a write-up or let’s send him to mentoring, or let’s give them a verbal warning. Right? There’s a million, not a million, but there are many ways we can think of how we deal with some problematic behavior or performance issue.

George Vergolias: [00:14:28] All too often we think of that as an intervention, a singular thing that we do, and that thing should somehow promote change. But we need to start thinking of is it’s a process and the intervention is one step in a process that might, if we’re lucky, fix the problem right then and there. But often it won’t. And there might be other steps that we need to take, and at some point we have to make the decision. Is this individual worth keeping with the organization or are they a bad fit? So, all of these are just different ways of thinking about how we start promoting psychological safety and thriving.

Shane McNally: [00:15:09] Creating a psychologically safe workplace is something that has become a lot more top of mind in the last few years. No matter the industry you’re in, ensuring that your employees feel heard and are able to receive the support and resources they need is crucial to the overall well-being of your people and organization.

Shane McNally: [00:15:26] With R3 Continuum evidence-based interventions, specialized evaluations, and tailored behavioral health programs, we can help promote your organization’s individual and collective psychological safety, recovery, and thriving. Connect with us and learn more about our services at www.r3c.com or email us directly at info@r3c.com.

 

 

Show Underwriter

R3 Continuum (R3c) is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

R3 Continuum is the underwriter of Workplace MVP, a show which celebrates the everyday heroes–Workplace Most Valuable Professionals–in human resources, risk management, security, business continuity, and the C-suite who resolutely labor for the well-being of employees in their care, readying the workplace for and planning responses to disruption.

Connect with R3 Continuum:  Website | LinkedIn | Facebook | Twitter

Tagged With: Culture, Dr. George Vergolias, inclusion, psychological safety, R3 Continuum, R3 Continuum Playbook, support, Workplace MVP

Zahir Ladhani, Velocity Strategic Consulting

July 6, 2022 by John Ray

Velocity Strategic Consulting
North Fulton Business Radio
Zahir Ladhani, Velocity Strategic Consulting
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Velocity Strategic Consulting

Zahir Ladhani, Velocity Strategic Consulting (North Fulton Business Radio, Episode 468)

Zahir Ladhani is the founder of Velocity Strategic Consulting and teaches strategy at Kennesaw State University.  Zahir visited host John Ray in the North Fulton Business Radio studio to discuss how his firm coaches businesses on scaling up, what’s required of leadership to take that path, the vital role of cash, leading vs. lagging metrics, a company’s core values, their best fit clients, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Velocity Strategic Consulting

Velocity Strategic Consulting works with leaders who have the willingness and desire to move their companies from where they are now to where they think they can be.

We help teams create and execute on a vision of what it looks like to win so they can:

+ Manage and accelerate their growth

+ Grow faster and more profitably

+ Generate more cash flow

+ Build high-performance teams and drive accountability

+ Spend less time in the business and more time on the business

Velocity Strategic Consulting’s proven formula of 4 Decisions, 3 Habits, and 1 Catalyst provides their clients with measurable results.

Four Decisions: People, Strategy, Execution, and Cash.

Three Habits: Priorities, Metrics, and Meeting Rhythms.

One Catalyst: Coach.

Company Website | LinkedIn

Zahir Ladhani, Managing Director, Velocity Strategic Consulting

Velocity Strategic Consulting
Zahir Ladhani, Managing Director, Velocity Strategic Consulting

Zahir Ladhani brings more than 30 years of ‘in the trenches’ experience with SaaS, Consumer, Human Capital, Pharmaceutical, and Management Consulting industries. A talented communicator and proven leader who has grown businesses and product lines and was a key member of the executive leadership team in the sale of a company to a Fortune 100 company. Zahir works with senior executives and leadership teams to scale up businesses by improving their discipline around people, strategy, execution, and accountability for sustainable growth. He has worked with numerous clients in easing the complexity that growth often brings, allowing leaders to focus more time on building their businesses, by leveraging transformative tools, processes and principles.

He holds a Bachelor’s degree in Mathematics and Accounting from the University of Waterloo in Canada and a Master of Arts in International Relations from Fletcher School of Law and Diplomacy at Tufts University in Boston.

LinkedIn

Questions and Topics in this Interview:

  • Why do so many companies stall in their growth?
  • How do you define growth for a company?
  • Tell me more about what you mean by having the Right People in the Right seats?
  • Why is being the best not a good strategy?
  • What is more important – Strategy or Execution?
  • What do you mean by Revenue is vanity?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, cash, growth, North Fulton Business Radio, renasant bank, scaling, strategy, Velocity Strategic Consulting, Zahir Ladhani

Erick Olson, Olson Associates

July 6, 2022 by John Ray

North Fulton Business Radio
North Fulton Business Radio
Erick Olson, Olson Associates
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Olson Associates

Erick Olson, Olson Associates (North Fulton Business Radio, Episode 467)

Erick Olson is a Certified Financial Planner™ with Olson Associates, a family firm celebrating its forty-second year in business. Erick and host John Ray covered the “Financial Maxi-Miser Process,” multiple options for retirement, estate planning, how they work with clients, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Olson Associates

Olson Associates is a comprehensive financial services firm committed to helping its clients improve long-term financial success.

Their customized process is designed to grow, protect, and conserve a client’s wealth by delivering an unprecedented level of personalized service and competence.

Olson Associates is helping responsible adults pursue fiscal fitness through “THE FINANCIAL MAXI-MISER PROCESS,” helping them eliminate dangers that they may not see and capitalize on the opportunities that they may not know.

Larry Olson founded the firm in 1980 after a 22-year career at Sears headquarters in Chicago. Larry was looking to expand his career. He figured he could use his corporate experience building comprehensive business plans as a foundation to help people create their personal financial plans. He started an independent firm after gaining experience at several larger institutions because he saw a need for unbiased financial advice in the comprehensive financial plans for his clients.

Erick joined the firm in 1998 to learn how to help people retire from the toughest mentor out there, his dad. Erick now leads the firm with “The Financial Maxi-Miser Process” sm, developed by Larry, as the foundation for creating and implementing plans. He also continues the core value legacy that began with his father’s approach to planning and defines the way the Olson Associates team operates and prioritizes each day: Integrity, Objectivity, Diligence, Competence, Fairness, Sincerity, and Compassion.

Company Website | LinkedIn | Facebook

Securities are offered through Securities America, Inc. Member FINRA/SIPC.
Advisory services are offered through Olson Associates, a Registered Investment Advisor. Securities America and Olson Associates are separate entities.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of Alabama (AL), Arkansas (AR), California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Georgia (GA), Iowa (IA), Illinois (IL), Louisiana (LA), Maine (ME), Michigan (MI), Missouri (MO), Mississippi (MS), South Carolina (SC), Tennessee (TN), Texas (TX), and West Virginia (WV).
Specialties: Pre and Post Retirement Planning needs, Survivorship needs, College Funding needs, Small Business planning/needs, Estate Planning issues/needs.
www.finra.org
www.sipc.com

 

Erick Olson, Certified Financial Planner, Olson Associates

Erick Olson, Certified Financial Planner, Olson Associates

With 20 years of experience in the Financial Planning business, Erick leads the firm in strategically helping clients reach saving and investing goals. Erick builds a financial plan based on all aspects of their financial lives including Retirement Empowerment, Children’s Education, Survivor Needs Planning, and Estate Planning.

Erick’s genuine interest in his clients creates relationships founded on friendship and professionalism. With a belief that planning and executing financial goals are fundamental for families, Erick ensures that clients remain on track to Retirement while preserving and building their savings. Financial Planning is not just about saving and investing, it is about forecasting and accommodating for lifestyle, milestones and goals on an ongoing and consistent basis.

Erick is a CERTIFIED FINANCIAL PLANNER ™, which is a certification requiring a rigorous exam and adherence to a proven record of professional standards. In addition to regular continuing education, Erick has a fiduciary responsibility to always act in his client’s best interests.

Erick is a graduate of the Oglethorpe University Certified Financial Planner program. He earned his Bachelor of Business Administration (BBA) with a major in Marketing from Valdosta State University in 1998.

Erick has volunteered as a “Money Matters” teacher providing financial education to people seeking financial assistance. He also donates his time to important causes like Angel Flight of Georgia. FAMILY & INTERESTS Erick, his wife Liz, and 2 daughters, Maggie and Claire, live in Woodstock, Georgia. The Olsons enjoy traveling to beach destinations and historical learning trips across the U.S. Erick also loves music, cooking, and shooting sports.

LinkedIn

Questions and Topics in this Interview:

  • The Financial Maximiser process
  • Client Curves of Retirement
  • Collaborative Financial Planning
  • Unique Possibilities Pre and Post Retirement strategies
  • Estate Planning- Family Legacy

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, certified financial planner, CFP, Erick Olson, financial planning, North Fulton Business Radio, Olson Associates, renasant bank, retirement, Social Security

Shawna Woods, Atlanta Divorce Law Group

July 5, 2022 by John Ray

Shawna Woods
North Fulton Business Radio
Shawna Woods, Atlanta Divorce Law Group
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Shawna Woods

Shawna Woods, Atlanta Divorce Law Group (North Fulton Business Radio, Episode 466)

Shawna Woods, managing partner of Atlanta Divorce Law Group, joined the show to discuss the firm’s work in family law and their unique approach with their clients. The firm’s attorneys span many areas of experience, and they are committed to matching a client with the best attorney for their case. Shawna and host John Ray talked about the values the firm is founded on, the value of a prenuptial agreement, how the firm works to resolve issues without drama, empathy and active listening for their clients, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Atlanta Divorce Law Group

Family law is about helping individuals and families manage the emotional struggles of facing an uncertain future.

It is about their legal team being human and sensitive and empathetic to this big change that is occurring in their clients’ lives.

The Atlanta Divorce Law Group has been founded on a history of helping families through the most challenging times of their lives. This is really the niche in which their Alpharetta divorce and family law attorneys and staff have become experts.

And since they take such a holistic approach in how to help a family get through a transition, they have been involved with all aspects of the family’s life as they deal with a crisis.

The Atlanta Divorce Law Group team and its attorneys are guided by their mission and a strong set of values to bring each client their Happily Ever After Divorce®. Every divorce is unique to each client, so they strive to let compassion and growth guide an organic process of divorce.

Company Website | LinkedIn |  Facebook

Shawna Woods, Managing Partner, Atlanta Divorce Law Group

Shawna Woods, Managing Partner, Atlanta Divorce Law Group

Shawna Woods is the Managing Partner of Atlanta Divorce Law Group in Alpharetta, Georgia. She recently celebrated her second year anniversary with the firm this June.

Prior to being with ADLG, Shawna was working on her own after having worked and built several other firms in the Metro Atlanta area. Shawna has over 18 years of Family Law experience, which lends itself well to the legal team that she oversees. One of Shawna’s most vital roles at ADLG is preserving the firm’s culture and guiding values.

Problem-solving through the lens of ADLG’s culture and guiding values, she is able to be a successful servant leader to her clients and employees.

LinkedIn

Questions and Topics in this Interview:

  • Who they are, their mission, and culture
  • Their holistic approach compared to the average family law attorney
  • What to expect from a consultation with them
  • The diverse background of their legal team
  • As a family law attorney, what is your biggest piece of advice for newlyweds or couples planning to get married?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, Atlanta Divorce Law Group, custody cases, Divorce lawyer, Family Law, North Fulton Business Radio, prenups, prenuptial agreement, renasant bank, Shawna Woods

Workplace MVP LIVE from SHRM 2022: Denys Pratt, David Raines Community Health Centers

July 5, 2022 by John Ray

Denys Pratt
Minneapolis St. Paul Studio
Workplace MVP LIVE from SHRM 2022: Denys Pratt, David Raines Community Health Centers
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Denys Pratt

Workplace MVP LIVE from SHRM 2022: Denys Pratt, David Raines Community Health Centers

On this episode of Workplace MVP, live from SHRM 2022 in New Orleans, Denys Pratt was in the R3 Continuum booth with host Jamie Gassmann. Denys is the president of the Northwest Louisiana Chapter of SHRM for 2022, and the Human Resources Director at David Raines Community Health Centers. Denys and Jamie talked about Denys’s journey to HR and DRCHC, the opportunities to learn at SHRM, and much more.

Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

This show was originally broadcast live from the 2022 SHRM Annual Conference held at the New Orleans Convention Center in New Orleans, Louisiana.

Denys Pratt, Human Resources Manager, David Raines Community Health Centers

Denys Pratt, Human Resources Manager, David Raines Community Health Centers

Denys Pratt is Human Resources Manager for the David Raines Community Health Centers. She joined the staff in May, 2020.

The doors of David Raines Community Health Centers opened in 1971 as the Cooper Road Medical Clinic, a satellite of Louisiana State University Medical Center (LSU). Medical care was provided for the underserved, low-income, and uninsured families. In 1992 David Raines Community Health Centers was established as a federally qualified health center under the medical leadership of Dr. Larry Daniels.

Since its inception David Raines Community Health Centers has provided quality and affordable primary care services while expanding access to services at six community clinic locations in five cities throughout northwest Louisiana corporate headquarters in Shreveport.​​

DRCHC has evolved from a small clinical team to a vibrant company that employs approximately 150 staff members throughout the organization and has a board of directors that provides oversight for the direction and growth of the organization.

DRCHC is continuing. the legacy of Mr. David Herndon Raines by serving Louisiana communities, yesterday, today, and tomorrow.

Company website | LinkedIn | Facebook |Twitter

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

TRANSCRIPT

Intro: [00:00:03] Broadcasting live from SHRM 2022 at the New Orleans Convention Center, it’s time for Workplace MVP. Brought to you by R3 Continuum, a global leader in helping workplaces thrive during disruptive times. Now, here’s your host.

Jamie Gassmann: [00:00:20] Hi, everyone. Your host, Jamie Gassmann here. And we are coming to you from SHRM 2022’s Exhibit Hall, and I am sitting in R3 Continuum, our show sponsor’s booth. And with me is Denys Pratt. Welcome to the show, Denys.

Denys Pratt: [00:00:35] Awesome. Thanks for having me.

Jamie Gassmann: [00:00:37] So, Denys, share with me who you work with and a little bit about your background in HR.

Denys Pratt: [00:00:44] Okay. I work for David Raines Community Health Center. We are a Federally Qualified Health Center throughout Northwest Louisiana. We offer medical, dental, and behavioral health services throughout five – well, about to enter into a sixth city – cities at this time for schools or communities of the underserved rural areas.

Denys Pratt: [00:01:07] As far as myself getting into HR, I was one of those I went to school for something completely different. I’ll tell you what it was, because it’s funny we’re doing this. I went to school for mass communications originally. And while I was in school for mass communications, I took a class, it was like the heart of an institution or a heart of an organization, and it really resonated with me and made me want to jump into HR.

Denys Pratt: [00:01:32] And at that time, I was working my way up in banking, and I didn’t know I was doing HR when I was doing HR. Like, I was doing orientation. I was doing training and development. I was doing development and talent recruiting and attending recruitment events for them or whatever was needed. And they didn’t know that was HR until I started learning more into HR, because I just thought, as most people think, HR is just for hiring and firing individuals. It did not involve all the other avenues of HR. And so, I kind of just worked my way up into an HR role.

Denys Pratt: [00:02:08] I did break away for ten months and then I said, “No. I really like HR.” I got back in there specializing in training and development specialist. I worked my way up into governmental agency, where I worked my way up from an entry level to their Assistant Director of Human Resources. Once I hit that thick glass ceiling at that organization, where I could no longer progress or grow, or it became kind of like a habitual pattern of, “Oh. This is my day. I’m just doing this.” I felt I needed to grow and develop a little bit more, and that’s where I ended up at David Raines Community Health Center.

Denys Pratt: [00:02:46] It’s still kind of on that same lines of being a public servant, just not technically a public servant, because we do serve a lot of the underserved, underpopulated, rural area communities. And I help in that way by bringing the workers to those areas. And so, making sure I’m on top of that recruitment and making sure people want to work at our organization to continue in that mission.

Jamie Gassmann: [00:03:08] Oh, I love that. And I mean, I’ve got to imagine that some of the classes you took in mass communications has got to help in HR because I think there is a lot of communications that goes on in HR.

Denys Pratt: [00:03:21] I will honestly say, yes, it did help me in my communication skills and, basically, giving me a foundation of how to communicate and articulate and pronounce my words to where it makes sense for everyone who’s around me, regardless of who’s listening.

Jamie Gassmann: [00:03:36] Yeah. And, now, you’re here at SHRM, and I know you’re a chapter president, so which chapter of SHRM are you a president of?

Denys Pratt: [00:03:44] I am in the Louisiana State, so I am Northwest Louisiana SHRM President for 2022. And I’ll be the president for 2023 as we prepare for our incumbent to take over.

Jamie Gassmann: [00:03:56] Wonderful. What a great honor to be able to run that chapter.

Denys Pratt: [00:04:01] It is.

Jamie Gassmann: [00:04:01] And I got to imagine just hearing you talk and that drive to learn and grow in your career, that’s got to be a huge step in helping with that as well.

Denys Pratt: [00:04:09] It is. I do like the opportunity that being a local volunteer provides me. It gives me access to, not only just what our local chapter is offering, but also we have a very strong and present state chapter. So, it gives me that opportunity. And then, being in SHRM generally just gives you access to so much opportunities to learn and grow, to become credentialed in many areas to where you can really push yourself forward in your career.

Jamie Gassmann: [00:04:40] Yeah. There’s definitely a lot of areas I know that the conference is covering. So, you know, I know this isn’t your first time at the conference, but what are you excited to learn about this year? Like, what’s the hot topic in kind of your HR space that you’re like, “I got to learn a little bit more about that.”

Denys Pratt: [00:04:55] I’m going to be honest with you, every time I come to these conferences, it’s always my one thing is just to take something from everything. Even if it’s something I already feel like I know, I don’t want to be the smartest person in the room, I want to be someone whose continuous learning from in the room. So, everything in SHRM is something I’m taking away.

Denys Pratt: [00:05:15] I went to the general session with Johnny Taylor and I really liked that crisis accelerates change, and that we matter, and you matter. And so, I’m really hoping that every session I go through kind of gives me or resonate something within me to where when I go back, I’m resonating change and I’m better.

Jamie Gassmann: [00:05:35] That’s awesome. I love that. Those are great closing words to our interview. I’m so excited to have you on our show and thank you so much for sharing that. That’s some great wisdom that everybody, I think, listening can take with them.

Denys Pratt: [00:05:45] Well, thank you for having me.

Outro: [00:05:51] Thank you for joining us on Workplace MVP. R3 Continuum is a proud sponsor of this show, and is delighted to celebrate most valuable professionals who work diligently to secure safe workplaces where employees can thrive.

 

 

Tagged With: David Raines Community Health Centers, Denys Pratt, DRCHC, Human Resources, Jamie Gassmann, Lousiana, SHRM 2022, SHRM Lousiana Chapter, Workplace MVP

Sarah Patton, Social Bliss Events

July 4, 2022 by John Ray

Social Bliss Events
North Fulton Studio
Sarah Patton, Social Bliss Events
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Social Bliss Events

Sarah Patton, Social Bliss Events (Time Well Spent with Julie Hullett, Episode 3)

On this episode of Time Well Spent with Julie Hullett, Julie talked with Sarah Patton, owner of Social Bliss Events. Sarah moved to Nashville for college from a small town, and shared her journey which led to starting Social Bliss Events, and eventually also Hill Rentals. They discussed Sarah’s love of Nashville, her infectious joy, how she spends her downtime, and more.

Julie closed the show with a Quick Tip about how to cultivate “nothing time.”

Time Well Spent with Julie Hullett is presented by Julie Hullett Concierge, LLC and produced by the North Fulton studio of Business RadioX®.

Social Bliss Events

Social Bliss Events is a Nashville-based event planning company that specializes in customized weekend itineraries and extravagant events.

They are known for extravagant baby showers and luxury weddings. The company has been featured in People Magazine and The Nashville Guide.

Company website | Facebook | Instagram

Sarah Patton, Owner, Social Bliss Events

Sarah Patton, Owner, Social Bliss Events

Sarah Patton loves all things Nashville. She is a Vanderbilt University alum and passionate about relationship-building. Sarah quit her corporate job 7 years ago to build Social Bliss Events – an event planning company that cultivates celebrations with bliss.

Sarah believes in equality for all regardless of age, industry, ethnicity, and relationship status. She loves coffee dates, receiving snail mail, hiking at Radnor, and sunny days at the lake. Sarah is a first-generation college student who loves empowering women to chase their dreams. She is an encourager, public speaker, and believes we thrive in community.

You can follow Sarah on Instagram @sarahcharlottepatton.

LinkedIn

About Time Well Spent

Time Well Spent with Julie Hullett features stories from busy professionals who have created more time to do what they love. Every other week, your host and personal concierge Julie Hullett speaks with entrepreneurs, community leaders, and influencers to answer the question: What would you do if you had more time?

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

Julie Hullett, Host of Time Well Spent with Julie Hullett

Julie Hullet, Host of Time Well Spent with Julie Hullett

Julie Hullett is the host of Time Well Spent with Julie Hullett.

Julie Hullett is a personal concierge and entrepreneur in Nashville, TN. She founded Julie Hullett Concierge, LLC in 2011 to give people their time back so they can do more of what they love. No stranger to big ideas and pursuing passions, Julie left corporate America to create her business. She capitalized on her skills—multi-tasking, attention to detail, and time management, to name a few—to build a successful business that gives back. Her clients enjoy ample free time. They’ve traveled more, spent more time with those they love, and have even created their own businesses.

Connect with Julie:

Website|  LinkedIn | Instagram . Sign up to receive her newsletter.

 

Tagged With: Hill Rentals, Julie Hullett, Julie Hullett Concierge LLC, Nashville event planner, Nashville events, Quick Tips for Time Well Spent, Sarah Patton, Social Bliss Events, Time Well Spent with Julie Hullett

North Fulton Hotel Industry: Ted Basco, Visit Roswell, and Xavier Etcheberrigaray, Atlanta Marriott Alpharetta

June 30, 2022 by John Ray

Atlanta Mariott Alpharetta
North Fulton Studio
North Fulton Hotel Industry: Ted Basco, Visit Roswell, and Xavier Etcheberrigaray, Atlanta Marriott Alpharetta
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Atlanta Mariott Alpharetta

North Fulton Hotel Industry: Ted Basco, Visit Roswell, and Xavier Etcheberrigaray, Atlanta Marriott Alpharetta (GNFCC 400 Insider, Episode 76)

Host Kali Boatright welcomed Ted Basco, Director of Sales for Visit Roswell, and Xavier Etcheberrigaray, General Manager of the Atlanta Marriott Alpharetta, in a conversation about the hotel industry in North Fulton. They had a lively discussion about how the industry adjusted to the changing conditions of the pandemic, the need for resilience, the rise of Airbnb and VRBO properties and how hotels differentiate themselves, labor shortage issues, trends they see coming, and much more.

The GNFCC 400 Insider is presented by the Greater North Fulton Chamber of Commerce and produced by the North Fulton studio of Business RadioX®.

Visit Roswell

Visit Roswell is the convention and visitors bureau for the City of Roswell, Georgia.

Often referred to as a destination marketing organization (DMO), their organization incorporates targeted advertising and marketing programs with sales and public relations efforts to build the image of Roswell as a travel destination and increase visitation to the city.

Company website | LinkedIn | Facebook | Twitter | Instagram

Ted Basco, Director of Sales, Visit Roswell

Ted Basco, Director of Sales, Visit Roswell

Ted Basco is a seasoned veteran of the tourism & hospitality industry. He has extensive hotel experience with major worldwide brands like Hyatt Corporation, Starwood Hotels and Resorts, Marriott International, and IHG Hotels and Resorts. The bulk of Ted’s career includes roles as Director of Guest Services, Director of Operations and Director of Sales & Marketing at numerous hotels in San Francisco, San Diego, Los Angeles and Atlanta.

Today, Ted is in his 3rd year on the DMO’s side of the business as Director of Sales & Film Liaison for Visit Roswell – the Roswell, Georgia Convention & Visitors Bureau. Ted currently serves as an active member of the MPI Georgia Chapter, co-chairing their Community Outreach Committee where he recently was awarded the Phoenix Award for MPI Georgia Supplier Member of the Year.

Ted also is also a recent graduate of the Leadership North Fulton – Class of 2022, a year-long class facilitated by the Greater North Fulton Chamber of Commerce. Ted’s true personal passion is in sports, as he was a former student-athlete at San Francisco State University, majoring in Broadcast Communications and Sports Journalism. He also serves as a long-time volunteer and advisory board member with the Chick-fil-A Peach Bowl in Atlanta.

Ted is married to Wendy, his wife of 14 years, who is also in the hospitality industry as an executive with The Ritz-Carlton Hotel Company. They both have two amazing and talented children (11, 8).

And congratulations to Ted for being a 2022 MPI Georgia Phoenix Award Recipient as Supplier of the Year.

LinkedIn

Atlanta Marriott Alpharetta

Experience attentive service in a prime setting at Atlanta Marriott Alpharetta. Ideally situated near business centers and popular attractions such as Top Golf, their updated hotel offers a modern yet warm and inviting ambiance that welcomes every traveler. Relax in the comfort of their spacious guest rooms or suites, each with deluxe amenities and products.

Savor delicious dining in the hotel’s restaurant or stop by the coffee shop to pick up drinks and treats to take along on your adventures around Alpharetta. If a business meeting, wedding, or social event brings you to Alpharetta, you’ll be delighted with their sophisticated venues, custom catering and unparalleled services. When it’s time to explore, you’ll find shopping, dining and entertainment nearby, including Ameris Bank Amphitheatre, Avalon, and more.

Whether staying with Atlanta Marriott Alpharetta for work or enjoying a getaway, they look forward to greeting you.

Company website | Facebook | Instagram

Xavier Etcheberrigaray, General Manager, Atlanta Marriott Alpharetta

Xavier Etcheberrigaray, General Manager, Atlanta Marriott Alpharetta

Xavier Etcheberrigaray serves as a GM for the Atlanta Marriott Alpharetta.

Previously he was the Corporate Director of Hotel Operations at Caesars Entertainment, based in Las Vegas. In this role, he was responsible for the development, implementation, and execution of hospitality-related initiatives for Caesars’ Brands in the Americas, including Caesars Palace, Paris, Flamingo, and Harrah’s properties.

Prior to joining Caesars, Xavier spent the last decade working overseas, for both Rixos and Kempinski Hotels. As the Corporate Director of Strategy and Development at Rixos, he oversaw the company’s strategic, long-term goal planning function and development pipeline for luxury resorts in emerging markets.

Xavier embarked on his career as a Management Trainee with InterContinental Hotels, working as a Food & Beverage MT in Miami and subsequently a Sales & Marketing MT in Atlanta, before assuming roles of increasing responsibility outside the company. He later pursued an MBA in hospitality from Glion in Switzerland.

Xavier graduated from Ole Miss with a degree in Political Science. Xavier is a polyglot and serious foodie, speaking French, Spanish, some Portuguese, and English, and enjoying the food from those countries in that order.

LinkedIn

About GNFCC and The GNFCC 400 Insider

Kali Boatright, President and CEO of GNFCC

The GNFCC 400 Insider is presented by the Greater North Fulton Chamber of Commerce (GNFCC) and is hosted by Kali Boatright, President and CEO of GNFCC. The Greater North Fulton Chamber of Commerce is a private, non-profit, member-driven organization comprised of over 1400 business enterprises, civic organizations, educational institutions, and individuals.  Their service area includes Alpharetta, Johns Creek, Milton, Mountain Park, Roswell and Sandy Springs. GNFCC is the leading voice on economic development, business growth and quality of life issues in North Fulton County.

The GNFCC promotes the interests of our members by assuming a leadership role in making North Fulton an excellent place to work, live, play and stay. They provide one voice for all local businesses to influence decision-makers, recommend legislation, and protect the valuable resources that make North Fulton a popular place to live.

For more information on GNFCC and its North Fulton County service area, follow this link or call (770) 993-8806. For more information on other GNFCC events such as this North Fulton Mayors Appreciation Lunch, follow this link.

For the complete show archive of GNFCC 400 Insider, go to GNFCC400Insider.com. The GNFCC 400 Insider is produced by John Ray and the North Fulton studio of Business RadioX®.

Tagged With: Atlanta Marriott Alpharetta, GNFCC, GNFCC 400 Insider, Kali Boatright, marriott, MPI Georgia, North Fulton Hotels, Roswell, Ted Basco, Visit Roswell, Xavier Etcheberrigaray

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