Business RadioX ®

  • Home
  • Business RadioX ® Communities
    • Southeast
      • Alabama
        • Birmingham
      • Florida
        • Orlando
        • Pensacola
        • South Florida
        • Tampa
        • Tallahassee
      • Georgia
        • Atlanta
        • Cherokee
        • Forsyth
        • Greater Perimeter
        • Gwinnett
        • North Fulton
        • North Georgia
        • Northeast Georgia
        • Rome
        • Savannah
      • Louisiana
        • New Orleans
      • North Carolina
        • Charlotte
        • Raleigh
      • Tennessee
        • Chattanooga
        • Nashville
      • Virginia
        • Richmond
    • South Central
      • Arkansas
        • Northwest Arkansas
    • Midwest
      • Illinois
        • Chicago
      • Michigan
        • Detroit
      • Minnesota
        • Minneapolis St. Paul
      • Missouri
        • St. Louis
      • Ohio
        • Cleveland
        • Columbus
        • Dayton
    • Southwest
      • Arizona
        • Phoenix
        • Tucson
        • Valley
      • Texas
        • Austin
        • Dallas
        • Houston
    • West
      • California
        • Bay Area
        • LA
        • Pasadena
      • Colorado
        • Denver
      • Hawaii
        • Oahu
  • FAQs
  • About Us
    • Our Mission
    • Our Audience
    • Why It Works
    • What People Are Saying
    • BRX in the News
  • Resources
    • BRX Pro Tips
    • B2B Marketing: The 4Rs
    • High Velocity Selling Habits
    • Why Most B2B Media Strategies Fail
    • 9 Reasons To Sponsor A Business RadioX ® Show
  • Partner With Us
  • Veteran Business RadioX ®

Workplace MVP: Cynthia Milota, Ware Malcomb, and Kate Lister, Global Workplace Analytics

October 21, 2021 by John Ray

Ware Malcomb
Minneapolis St. Paul Studio
Workplace MVP: Cynthia Milota, Ware Malcomb, and Kate Lister, Global Workplace Analytics
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Ware MalcombWorkplace MVP:  Cynthia Milota, Ware Malcomb, and Kate Lister, Global Workplace Analytics

While many companies adapted to a fully remote work model last year, shifting to a hybrid, in-person/remote workplace this year raises many questions. Creating equitable arrangements among employees and bottom-line implications are just two of the considerations. Cynthia Milota, Ware Malcomb, and Kate Lister, Global Workplace Analytics, joined host Jamie Gassmann to outline issues employers must address, potential solutions, the responsibility of leaders, and much more. Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

Ware Malcomb

Established in 1972, Ware Malcomb is a contemporary and expanding full-service design firm providing professional architecture, planning, interior design, civil engineering, branding, and building measurement services to corporate, commercial/residential developers and public/institutional clients throughout the world. With office locations throughout the United States, Canada and Mexico, the firm specializes in the design of commercial office, corporate, industrial, science & technology, healthcare, retail, auto, public/institutional facilities and renovation projects. Ware Malcomb is recognized as an Inc. 5000 fastest-growing private company and a Hot Firm by Zweig Group. The firm is also ranked among the top 15 architecture/engineering firms in Engineering News-Record’s Top 500 Design Firms and the top 25 interior design firms in Interior Design magazine’s Top 100 Giants.

Company website

Cynthia Milota, Director of Workplace Strategy & Change Management, Ware Malcomb

Cynthia Milota, Director of Workplace Strategy & Change Management, Ware Malcomb

Cynthia is the Director of Workplace Strategy & Change Management for the architecture firm, Ware Malcomb. Her practice focuses on employees and experience-based work environments.  She partners with clients to formulate their unique objectives: mindful of wellness, culture, talent strategy and success measures. She has held roles as the consultant and as the workplace strategist for a Fortune 500 financial services firm. She has published and presented her research at academic and professional conferences, held adjunct faculty positions, served on juries and editorial review teams.

LinkedIn

Global Workplace Analytics

Global Workplace Analytics (GWA) is a research-based consulting organization that helps employers and communities create and communicate the people, planet, and profit business case for strategies that involve workplace flexibility, mobile work, telecommuting, activity-based working, hoteling, well-being, and more.

In partnership with a handful of global product and service organizations, GWA provides on-call research and develops custom ROI calculators, white papers, e-books, and other authoritative content.

GWA’s specialties include: Workplace Strategy, ROI Analyses, Consulting, Writing, Stakeholder Engagement, Speaking, Research, Advocacy, Remote Work, Telework, Telecommuting, Activity-Based Working, Hoteling, Well-Being, Infographics, Marketing, Publicity, and more.

Company website

Kate Lister, President, Global Workplace Analytics

 Kate Lister, President, Global Workplace Analytics

Kate Lister is a recognized thought leader on trends that are changing the who, what, when, where, and how of work. She is president of Global Workplace Analytics, a research-based consulting firm that has been helping communities and organizations optimize the employer, employee, and environmental outcomes of flexible and distributed workplace strategies for nearly two decades.

Kate has written or co-authored five business books including, the U.S. chapter of “Telework in the 21st Century” (Edward Elgar, 2019), a multi-country peer-reviewed study on remote work. She is a trusted source of insights about the future of work for news outlets including the New York Times, Washington Post, Wall Street Journal, Newsweek, and dozens of others.

As a recognized thought leader, Kate was one of only three witnesses invited to testify before a U.S. Senate committee regarding the potential for remote work in government once the pandemic ends.

LinkedIn

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

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

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.

TRANSCRIPT

Intro: [00:00:03] Broadcasting from the Business RadioX Studios, it’s time for Workplace MVP. Workplace MVP is brought to you by R3 Continuum, a global leader in workplace behavioral health and security solutions. Now, here’s your host, Jamie Gassmann.

Jamie Gassmann: [00:00:24] Hi, everyone. Your host, Jamie Gassmann, here, and welcome to this episode of Workplace MVP.

Jamie Gassmann: [00:00:30] Making decisions on how flexible and accommodating a workplace is willing to be with remote or hybrid work is not a new decision that is exclusive to the COVID-19 pandemic. What the pandemic has done is made that decision even easier or more complex for organizations. Easier in that they discovered over the last year that their workforce can remain productive and thrive in a remote work environment, which is something that may have been an underlying concern pre-COVID. And, for others, they may be looking at organizationally leadership wanting something different than what their employees are wanting. And, how do you strike the balance? How can you approach this decision strategically with the best interests of everyone involved? Is there really a balance here and how can you obtain that?

Jamie Gassmann: [00:01:23] And, with us today to share their expertise and educated thoughts on the return-to-office opportunities and challenges, our SHRM 2021 presenters and Workplace MVP’s Cynthia Milota, Director of Workplace Strategy of Ware Malcomb, and Kate Lister, President of Global Workplace Analytics. Welcome to the show, Cynthia and Kate.

Cynthia Milota: [00:01:45] Great to be here.

Jamie Gassmann: [00:01:48] So, we’re going to go ahead and get started with our first Workplace MVP, Cynthia Milota, Director of Workplace Strategy of Ware Malcomb. Hi, Cynthia.

Cynthia Milota: [00:01:58] Hey, Jamie. Thanks for having me.

Jamie Gassmann: [00:02:00] So, let’s start out with you walking us through your career journey.

Cynthia Milota: [00:02:06] Well, I studied undergraduate in interior design in Cincinnati, and really the first half of my career I spent in corporate office planning and design. But after graduate school, my focus really shifted to strategy and change. I worked as a global strategy for a strategist for a financial services firm. And, now at Ware Malcomb, I lead the strategy and change practice where we’re really helping our clients navigate what’s best for their people and for the business. And, luckily, those two things generally align.

Jamie Gassmann: [00:02:34] Great. And so, can you share a little bit with our listeners about Ware Malcomb and what they’re known for?

Cynthia Milota: [00:02:41] Well, Ware Malcomb is an architecture and design firm with 800 people, and we have some 20 offices around North America. Our interiors practice specializes in workplace, which is the arena I’m in, as well as health care, science and tech, and retail. And, our architecture team is known for their industrial and their cold storage building types.

Jamie Gassmann: [00:02:59] Great. And so, in your opinion, looking at this last year with the COVID-19 pandemic and how it’s impacted workplaces, why is it an important time now for workplaces to be exploring new ways of working?

Cynthia Milota: [00:03:14] Well, I’m not the first to say that COVID has accelerated what was really already underway for the past decade. Many, many pre-COVID studies indicated that people wanted the choice and flexibility to work from home, even if only on occasion.

Cynthia Milota: [00:03:27] The fact that business really carried on without much disruption during this global lockdown was really the litmus test that executive leadership needed. COVID primed that pump for change and really an acknowledgement that many knowledge workers and many knowledge work jobs could be really accomplished, you know, outside of the office. So, we’re really encouraging our clients to keep this momentum of change going and really explore what’s next specific to their organization.

Jamie Gassmann: [00:03:55] And, you know, so in looking at your clients and kind of the recommendations, what should they be considering as they explore these new ways of working?

Cynthia Milota: [00:04:05] Well, let’s start by saying, let’s not underestimate the power of choice, not only for where to work, but when to work. More and more, we’re seeing our clients are setting up something called the core hours of operation, where you have to be available between certain times of the day but then they allow flexibility outside of those core hours.

Cynthia Milota: [00:04:24] We’re really working also on the equitability of the experience in and out of the office, fighting things like presence bias or gender inequality. Women want to work from home 50% more than men. No surprise. Yet, we know that out of sight can be damaging to career advancement. So, we’re asking and working with our clients to examine their culture to not penalize or stigmatize remote workers.

Cynthia Milota: [00:04:48] We’re also looking at planning for teams to be in the office, not just individuals, thinking about what’s the setting for people to do their best work. It might not always be in the office, but when it is in the office, we want to make sure that the workplace is really a destination. It’s memorable. Because right now the office is competing with all those amenities and conveniences of home and in your home neighborhood.

Jamie Gassmann: [00:05:10] Well, and a lot of workers are almost demanding that opportunity to have that choice. So, it really is putting, kind of, employers under a little bit of pressure to make a decision and really almost make a decision in favor of those employees to some degree.

Jamie Gassmann: [00:05:26] So, you know, when you talk about the employee experience, you mentioned that it’s important. Can you talk us through what makes that so important? What is it and what should employers really be thinking about when they’re looking at that employee experience?

Cynthia Milota: [00:05:44] Well, we would like to take the broad view of employee experience, and really, it’s essentially how people think and feel about their work journey, their interaction with their organization. It’s no surprise people cost ten times more than real estate. So, how can companies provide the best employee experience for, really, their most important asset?

Cynthia Milota: [00:05:44] In many studies, Gallup has made the notion of engagement famous but other aspects of employee experience include authenticity, optimism, purpose, and meaning. We know the younger generations are super interested in that, social connections and belonging. Employee experience is going to be especially important because of this phrase they’re calling the great resignation.

Cynthia Milota: [00:06:27] You know, Microsoft’s 2021 Work Trend Index indicated that about 40% of the global workforce is considering leaving their employees. So, employers need to look at employees as individuals with different likes, different needs, preferences and really gather insights and turn that into action. It’s not going to be a one-size-fits-all solution.

Jamie Gassmann: [00:06:48] So, what are some approaches that they can do to gain those insights? I mean, I know obviously that they can take a survey. Aut are there other ways that they can engage that employee in, you know, establishing transparency so they feel comfortable sharing with their employer their preferences?

Cynthia Milota: [00:07:05] Right. And, of course, there’s lots of ambiguity and uncertainty going on right now. So, the [inaudible] of employee sentiment are continuing to shift. But if we fall back on that old adage, you know, if you can’t measure it, you can’t improve it. Let’s just go out and collect some data and just start building a database.

Cynthia Milota: [00:07:20] So, you’re right, it’s everything from employee surveys to badge data who are really coming into the office, all manners of interviews and focus groups. It’s really been a bit more challenging gathering some of that data from the home workforce. But mobile tools are one way that we’re using. People might answer questions using their phones, or they may take some photographs.

Cynthia Milota: [00:07:45] But in any of these data gathering techniques, we’re really careful to set expectations with the stakeholders, right? You kind of ask the right questions. You don’t ask what you want but you ask what you need to do your job. And, I guess the most important thing is to be sure that you’re reporting back. There’s nothing more damaging to a change initiative than taking a survey and then never hearing anything about the results.

Cynthia Milota: [00:08:06] And, the last thing I’d like to say is that we’re doing lots of pilot plans to help them road test what some of these recommendations are. And, this level of transparency has really helped answer that question. How is this going to impact me, an employee, in these pilots? Employees have a firsthand ability to have some skin in the game by proactively commenting. And so, that’s been a super positive way.

Jamie Gassmann: [00:08:30] Yeah. If you want to influence the change, you got to speak up, right?

Cynthia Milota: [00:08:34] Exactly, exactly.

Jamie Gassmann: [00:08:36] So, in looking at new ways of working, you know, you mentioned this on a previous call that there’s been some environmental impacts as a result of more people staying at home, you know. What are some of the things that you’re seeing good or bad from that?

Cynthia Milota: [00:08:54] Sure. Well, the obvious positive environmental impact is that we’re driving less. You don’t need a study to understand that. And, obviously, we’re reducing greenhouse gas emissions and the consumption of fossil fuels. In 2020, the offsets for the reduction of the greenhouse gas emissions translated into planting 91 million trees just for that year. So, it’s pretty formidable. But we’re also printing less to the tune of 247 trillion sheets of paper, less paper printed in 2020. Or, you could just look at your procurement records for all the paper plates and the napkins and the plastic silverware that didn’t get purchased during COVID, right, and all that stuff never found its way to a landfill. So, that’s all good.

Cynthia Milota: [00:09:35] As for energy consumption, right, when you’re at home, you automatically turn off the bathroom light. But when you’re at the office, most of the time, right, you can’t do that. There’s been a really nice study done by Sun Microsystems found that the energy consumption was nearly twice as high at the office as compared to at home.

Cynthia Milota: [00:09:52] So, you know, not surprisingly, buildings account for 40% of CO2 emissions, and so, the fewer buildings that we have, the less emissions that we have and certainly the fewer buildings that we’re building and occupying. So, from an environmental standpoint, hybrid work is all good.

Jamie Gassmann: [00:10:09] Yeah. So, it sounds like, you know, from comparing the environmental to looking at the workplace experience to looking at just that great resignation, how do you find ways to keep the employees, you know, engaged in at your worksite, employers need to be looking at more than just productivity levels and getting things done. They need to be looking at a bigger picture, correct?

Cynthia Milota: [00:10:35] Absolutely. I mean, all of those are just pieces to a larger puzzle. And, you really have to look at what makes sense for your organization, what makes sense for your employees. You know, don’t get roped into the benchmarking [inaudible], you know, other companies and organizations are doing this or that but what makes sense for you, not what makes sense for someone else.

Jamie Gassmann: [00:10:57] Yeah, absolutely. Great feedback and advice there. So, now, we’re going to just shift gears to our next Workplace MVP, Kate Lister, President of Global Workplace Analytics. Welcome, Kate.

Kate Lister: [00:11:11] It’s great to be here. And, boy, Cynthia, great job. You said everything I would have said.

Jamie Gassmann: [00:11:17] Great minds think alike, right?

Cynthia Milota: [00:11:22] Great, right.

Jamie Gassmann: [00:11:23] Yeah. So, Kate, talk us through your background and your career journey.

Kate Lister: [00:11:28] Sure. Well, I started out as a banker, and I think that that really shaped how I look at the world, or maybe that’s why I became a banker, to begin with, you know, nature and nurture. But it also gave me the language of the C-suite, the language of talking to executives in terms.

Kate Lister: [00:11:46] I’ve run a number of businesses. I wrote three boring business books and kind of stumbled into this business almost two decades ago. After writing the last book, it was a consumer title on remote work, and when I’d first gone to John Wiley & Sons and proposed a title on remote work, I wanted it to be a business title. And, they said, “No, we don’t think that’ll be of any interest to anybody.”

Kate Lister: [00:12:12] But it was in doing the research for that book that I realized that nobody had made the business case to the C-suite for remote work. And, the more I looked at it, it wasn’t just about remote work that really H.R. and corporate real estate weren’t talking to the C-suite in terms that they understood. They needed a way to quantify what the expenditures on things like remote work or flexibility or health and wellness. What did that – what would that really do for the company and what would it do for the bottom line? You know, what’s in it for me?

Jamie Gassmann: [00:12:49] Great. And, Global Workplace Analytics, what type of services do you provide to them?

Kate Lister: [00:12:57] Well, things have shifted a bit in the last two years. As I said, I’ve been working in pushing that remote work rock uphill for about 20 years and it really has been a lot of that. And then, in the last two years, it’s kind of been chasing me down the other side.

Kate Lister: [00:13:15] So, working with large companies, 3000 employees, and over to, well, from the beginning of the pandemic, you know, just surviving, figuring out what technologies we need, figuring out how are we going to do this kind of triage almost through the last year of just making work work. And then, in 2021, hear more about, okay, now that we’ve done this, now that we’ve learned some lessons, what are we going to take forward? How are we going to operate going forward? What have we learned? What’s worked? What hasn’t worked? How do we get the best of both and then bring them into the office or not? You know, who do we want to return to the office? When are we going to do it? And, that’s kind of, like, the very right now question.

Kate Lister: [00:14:08] Last week it was vaccinations, but then the president answered that one. So, this week it’s return-to-office. Most of my clients had set a return-to-office date of January, and then that got moved out to September, then that got moved out to July and then that got moved out to September and then October. And, now most of them are really in the throes of deciding whether or not that’s going to move to beginning of next year.

Jamie Gassmann: [00:14:35] Wow. Yeah. Constant changes over this last year for sure in navigating that. So, you know, in talking about your clients, what, from your perspective, is keeping them up at night these days, if you will?

Kate Lister: [00:14:50] Yeah. As I said, it’s kind of a moving target. But really a lot of them, as Cynthia said, have now gotten over the question of will my people be working? You know, can they be productive? Can we continue to be profitable? And, this has been historically the way it’s worked. Once a manager has had the opportunity to work remotely themselves, then they’re much more accepting to it.

Kate Lister: [00:15:19] So, we’ve gotten over one really big hurdle for the most part. It’s still out there. We’re still making the business case, but it’s become a whole lot easier. And, you know, I guess what’s keeping them up at night, they’re thinking about all that empty real estate. They’re thinking about those big buildings that they’ve been paying for the last year and a half, almost two years, and practically nobody’s in them. So, what are we going to do about that going forward?

Jamie Gassmann: [00:15:52] Yeah, I suppose. Have any of your clients made decisions on that? I’ve been thinking the same question with, you know, thinking of some of the skyscrapers in my area and going, “Oh my goodness, they’ve got to be sitting empty.”

Kate Lister: [00:16:03] Yeah, yeah. All have decided that they’re going to go to some form of hybrid, that it’s going to be much more extensive use of remote work going forward. But they’re taking their time on the decision about getting rid of real estate, I mean, unless there’s, you know, a lease coming up this year that they have to make a decision on.

Kate Lister: [00:16:25] They understand that what people say and what they do is often very different. What people say they want and what they actually do is often very different. So, while 80% of the workforce now says they want to work from home at least one day a week, are they going to really? The ones that say they are going to come into the office. The 20% that say they want to be all in the office or at least largely in the office, are they going to come in the office? How are teams going to collaborate? How are we going to deal with some of the hybrid issues that Cynthia talked about?

Kate Lister: [00:17:05] So, really, taking kind of a wait-and-see attitude about, do we need to? Can we get rid of – excuse me. Can we get rid of real estate? Should we get rid of real estate? Do we need to restructure our real estate? Most are realizing that, you know, home is going to be the place for focus work and office is going to be the place for collaborative work and for community and for socializing.

Kate Lister: [00:17:31] But that’s not the way offices were built. Offices were built with primarily, you know, I’d say, probably in the 70-30, 80-20, the high number for heads-down work and then the other for social so that pendulum may swing and that may mean that we need to reconstruct those office spaces. A lot of my clients also are looking at the potential to go to hoteling where employees don’t have an assigned seat at the office. They reserve a space on their iPhone or on their desktop when they come in, or there are drop-in spaces when they come in. As Cynthia said, these were all trends that were happening before the pandemic. But now there’s this acceleration. Some of my companies even sent all of their employees’ stuff home last year. They just cleared out the offices, got rid of it, with the intent of perhaps moving to this hoteling approach.

Jamie Gassmann: [00:18:33] Interesting. So, in terms of, like, how they would prepare for that, you know, and thinking, I mean, obviously, they keep, you know, a number of your clients, you mentioned, are extending their return-to-office date. You know, what are some of the things that might be happening in the background in terms of preparing for that date? Because I know it’s probably feeling like a moving target, but eventually it’s going to stick and it’s going to be one that now it’s implementing that return to office. So, how do they get ready for that?

Kate Lister: [00:19:02] It’s kind of been just – it’s been a bit of a breather for me thinking that we might actually get to wait until the beginning of next year because we have just been rushing through the change process when companies, I mean, I’ve got one client that accelerated a program that probably we would have done prior to the pandemic but what probably would have rolled out over six months to a year, maybe even more, and we had to accelerate it into eight weeks. So, you know, it was a bit of a crunch and everybody’s kind of in that bit of a panic to meet that next deadline.

Kate Lister: [00:19:38] One of the things that I think has really been maybe a silver lining is that it has lofted this whole conversation about people and place to the C-suite. Before the pandemic, companies were either allowing remote work, kind of on an ad hoc basis. You know, we’ll let Jamie do it. We’ll let Cynthia do it. But not really in any formal way. And, either that or they were deploying it tactically kind of as a solution to the problem du jour.

Kate Lister: [00:20:09] So, if the problem was trying to reduce your costs, then real estate handled it and then they were running the show. If it was about attracting and retaining talent, then that went through H.R. and they were running the show, but they didn’t really talk to each other.

Kate Lister: [00:20:24] And, now that we’ve got the C-suite involved and they’re saying, no, we see this not tactically. We see this as a new way, a new strategy for working in the future. All of those functional areas are coming together. So, one of the things that you know we do as soon as we get into an organization is to form that cross-functional team that includes H.R., I.T., real estate, but also marketing, sustainability, risk management, finance. They all have to be at the table. Everybody has a stake in this, and it’s only when they’re talking together are we going to get the sort of optimal solutions.

Kate Lister: [00:21:02] So, as Cynthia said, you know, we’re looking at the across cross-functional teams at leadership readiness. So, we’re doing interviews with the leaders and seeing where they sit. You know, how open are they? How ready are they? Because, if the leaders don’t buy in, and we’ve known this for decades, it’s just not going to happen. I mean, they can’t just talk the talk even. They’ve got to walk the walk. They’ve got to live the vision.

Kate Lister: [00:21:36] For the employees, we are typically deploying a company-wide survey and getting higher participation than companies have ever seen in their employee surveys because this is something that they are really passionate about. I mean, we’ve been getting as high as 90% participation in surveys. In one company, they actually did a contest to see which group would get the highest and they were going to get an extra day off, which was cool.

Jamie Gassmann: [00:22:02] A great incentive.

Kate Lister: [00:22:04] Yeah, exactly if this group won. And, they came in with 100%. They got 100% of their people to participate. Then, we go in and we actually get talking to the people. We sit them down in focus groups. We ask them, what’s working? What isn’t working? What training do you need? What training does your manager need? Do you want to come back? How often do you want to come back? So, that we have a kind of a read on the whole organization, and with that we recommend a strategy and put together policies and put together change management and communications to keep employees informed and involve them in decisions, to be part of the decisions. And, you know, going forward than looking at how will they actually use the space. And, you know, that’ll be the next step.

Jamie Gassmann: [00:22:56] Interesting. Yeah, I’ve spoken to other business leaders and there is definitely power in involving those employees into some of that decision-making. You know you get it almost like instant buy-in if you will.

Kate Lister: [00:23:12] It’s being done with you and not at you. And, unfortunately, most organizations don’t share the findings of their surveys with the employees, and that’s terribly frustrating.

Kate Lister: [00:23:25] Another thing that I’m seeing companies do that is just a huge mistake is failure to communicate. At first, for the first six months, they were doing town halls. They were doing, you know, weekly conversations with the CEO. They were really on it. But that’s kind of gone by the wayside in 2021 for the most part, and it’s really showing. You just can’t leave that ambiguity out there of, am I going to come back? When am I going to come back? Are you going to force me into the office?

Kate Lister: [00:23:55] And, It’s not until the CEOs start seeing the people leave, you know, because they don’t. If they can jump to something where they know they’re going to have the flexibility they want when they have an answer, then they’re going to do that. I mean, even if CEOs don’t have the answer, it’s just critical that they say, “Hey, look, we don’t have the answer, but these are the things that we’re looking at. And, here’s, you know, here’s what, here’s how we’re trying to make those decisions. You know, bear with us.”

Jamie Gassmann: [00:24:26] Yeah, interesting. So, in looking at, you know, hybrid versus remote, you had indicated previously in a conversation we had earlier that hybrid is harder than remote. Can you talk me through what makes it that much more harder?

Kate Lister: [00:24:45] Sure. I guess. Let’s take meetings as an example. We’re all these same squares on the screen. You know, it’s become very egalitarian. It’s even become more empathetic because you’re seeing the CEO in kind of their home setting with their dog on their lap or their kids running through the background or whatever. And, it’s kind of brought us together on an even playing field.

Kate Lister: [00:25:13] Now, we go to hybrid and we’ve got 10 people sitting in a conference room and 10 people or three people that are not there. I’ll actually give you an example. I was just wrapping up an engagement with a 65,000-person manufacturing company and we’d gone all through those things that I talked to you about the change management, training, and all that. And, I was presenting to the board of directors what our findings were, you know, kind of closing out the engagement. And, 12 of them were in the conference room and I was not. And, at the end of the meeting, I said, okay, I think we should rate this meeting. Everybody gets to rate this meeting, but I go first. I’m going to give it a three. And, here’s why. You were all in the room. You all could all see each other, but none of you had your laptops open so I couldn’t see you. I couldn’t see your faces. I couldn’t see how you were responding to what I was saying. I mean, I was talking for 40 minutes. You only had one screen in the conference room and all you could see were my slides, so you couldn’t see my face, you know. You couldn’t see me gesticulating. You couldn’t see when I wanted to say something.

Kate Lister: [00:26:26] In fact, there was a question that was asked that I had an answer to. And, I couldn’t get a word in edgewise. I wound up texting the CEO or the chairman and say, “Hey, you know, I’d like to answer that question.” And then, he brought me into the conversation. You all took a break for five minutes and you turned off the sound. I got excluded there.

Kate Lister: [00:26:52] And, you know, it was just an altogether bad experience for me. The room went a little silent for a minute, and then one of the directors said, “You know what? Didn’t we just go through a consulting engagement that told us how to have better hybrid meetings? And, I think we talked about all these things.” And, we all had a good laugh about it.

Kate Lister: [00:27:13] But, I mean, it just demonstrates how intentional it has to be. This is not something that comes naturally. Inclusiveness, including the people that are not in the room, and that’s just in meetings. The bigger issue goes to, am I going to be passed over for promotion if I’m a remote worker or if I’m a possible remote worker? And, am I going to get the same salary or compensation? Am I going to get the same projects if I don’t walk down the hall and see Jamie, and say, “Jamie, oh, you’re just the person I need to see.”

Kate Lister: [00:27:47] So, all of those things make it very difficult to be hybrid. You know, we were doing it before. Sure. I mean, people were working outside the office. We’re global organizations. We’re talking across the world, but not to this extent. And so, we just have to be very, very intentional when we go back of keeping that in mind that we all are, you know, one organization and we need to treat one another as such.

Jamie Gassmann: [00:28:16] Yeah, interesting. And, some of those things that you described, did that meeting happen pre-COVID? But it wasn’t unlike, to your point, the scale of the number of individuals that we would be working through that. Now, it’s you’re on mute, unmute your –

Kate Lister: [00:28:29] Exactly.

Jamie Gassmann: [00:28:30] And, it happens at least two or three people in a call, you know, every day, right?

Kate Lister: [00:28:34] You know, doughnuts. We don’t get any doughnuts here at home. You’ve got that wonderful plate of doughnuts in the middle of the table. I want a doughnut.

Jamie Gassmann: [00:28:43] That’s the truth. You’re like, really? Oh, I’ll go heat up my, you know, my lunch meal while you guys eat, you know, the nice, fresh stuff that just came in.

Jamie Gassmann: [00:28:52] And, if you had, so, speaking of like, you know, talking to that C-suite and some of the CEOs and chairmen, I’ve seen in some articles where there’s some that are just really, you know, hard-set on, their people are going to come back into the office. This is going to be the model. But then we’ve got this, you know, the people that are speaking and saying, that’s not what we want. How do you talk to that CEO? How do you convince them to have more of this open mindset into either a hybrid or a remote working environment?

Kate Lister: [00:29:31] Well, my natural instinct is to just slap him or her. But I can’t do that because I wouldn’t get very good reviews. So, I go back to the business case. It’s got to be, you know, what’s in it for them.

Kate Lister: [00:29:46] Typically, there are two things that that person’s worried about. It’s a control thing. You know, they want to feel like they have some control over the organization. I picture the supervisor standing on the balcony, looking down over his minions, all working on the factory floor, and we still sort of have that mindset even after almost two years of doing that. So, it’s kind of getting to those fears. What is it that this person is afraid of?

Kate Lister: [00:30:17] Another thing that I’ve seen and there have been some very public cases of this, CEO just lives in their own world. They in fact believe that everybody wants to come back. They believe that everybody is like them, and it’s not until you show them the numbers.

Kate Lister: [00:30:36] I won’t mention the name, but a very large company of CEO came out and said, “No, we’re all going back to work. This is just the worst thing, this remote work thing. We’re all going back to work.” I happen to have the person, head of H.R., on a podcast that I was doing the next day. And, before we got on, I said, “Am I allowed to ask you about this? Because, you know, here you are talking about workplace flexibility, but your CEO just said no way.” And, she said, “Yeah, well, we had a bit of a conversation about that.” And, truly, he did not realize. He thought everybody was like him and wanted to be back in the office. And, when they showed him the surveys, you know, he was just blown away. He had no idea.

Kate Lister: [00:31:22] So, sometimes it’s really just, you know, bringing them back to reality. And, you know, if they don’t, and showing them what’s there is to lose and what there is to lose is good people and what that means is a real hit to their bottom line. And, that’s the language of the C-suite.

Jamie Gassmann: [00:31:45] Yeah, interesting. Yeah. And, a lot of them probably don’t because they may be not as in the thick of the day-to-day as much or kind of in the details to see what some of the people in their organization are actually feeling and thinking at that time, you know.

Jamie Gassmann: [00:32:01] And, looking at, you know, we talk a lot about the productivity and the inclusiveness and engagement. Let’s talk a little bit about innovation and the remote work environment. Do you feel from your opinion that being in a remote or hybrid setting will impact or hurt innovation?

Kate Lister: [00:32:23] I try not to speak from opinion. I speak from research, and the research just does not prove that face-to-face improves innovation, has any impact on innovation. The New York Times, just maybe two or three weeks ago, had a large article that says there is no proof, and I’ve been saying that for years. But now the New York Times said it. So, that’s great.

Kate Lister: [00:32:52] There are two parts to innovation. First is creativity and the second is innovation. So, creative concept. People are most creative when they’re in private. You know, think about when you’re at your most creative, in the shower, in the car, when you’re walking in the woods. And so, even in all of the surveys that we’re doing, people are saying that they’re more creative working at home. Innovation often, you know, that means taking that creative thought [inaudible].

Kate Lister: [00:33:27] It’s often done in groups. So, there are two parts to it, but not necessarily. There are a lot of lone inventors, and it doesn’t necessarily mean face-to-face interaction with groups. Innovation is really founded on trust. It’s do you trust the people that you’re working with enough to throw out a crazy idea and not feel like you’re going to be told that’s a crazy idea. That’s what’s really fundamentally needed with a team. And, once they’ve got that trust, once they have that trust bond, they can do it remotely, just as easy as they can in person.

Jamie Gassmann: [00:34:08] Great. So, we’re going to take a word from our sponsor. Workplace MVP is sponsored by R3 Continuum. R3 Continuum is a global leader in providing expert, reliable, responsive, and tailored behavioral health, crisis, and security solutions to promote workplace well-being and performance in the face of an ever-changing and often unpredictable world. Learn more about how our R3 Continuum can tailor a solution for your organization’s unique challenges by visiting www.r3c.com today.

Jamie Gassmann: [00:34:41] So, now, I’m going to bring Cynthia back into the conversation, and I have some questions for the two of you. Starting out with as workplaces move to making decisions on their new work approach, how can they make the business case from a financial perspective that supports their decision? And so, let’s start with you, Cynthia. Can you talk us through kind of your thoughts on that?

Cynthia Milota: [00:35:05] Well, I’m going to start with a couple no-brainers that are really easy to start, and then we’ll let Kate talk about some of the great financial measurement tools that she offers. But I’m sure you’ve been a part of many conversations about work-from-home stipends. And, as employees are really sort of settling in for the long run on this home-office gig, they’re looking to upgrade. No one wants to be sitting at the dining room table anymore, and there’s been lots of, lots of studies about all the success that people are having, depending on where they’re working. So, clearly, we need to upgrade where we’re sitting at home.

Cynthia Milota: [00:35:40] So, we like to talk about the idea of monitors and a good ergonomic chair at home. That’s sort of the low-hanging fruit that a lot of these work-from-home stipends talk about. So, if you just take a break-even approach regarding providing dual monitors, assuming each one costs a hundred bucks, they have a three-year lifespan. If the monitor saves someone 95 minutes a year, which translates into 23 seconds a day, it’s worth the investment. So, we really are advising our clients. And, I know at the beginning of the pandemic, many people brought their monitors home from the office, and now some of those monitors are being recalled. Folks are asking them to bring them back, but we’re advising our clients just to allow folks to have monitors at home.

Cynthia Milota: [00:36:27] The second thing is the idea of a chair. So, if you look at, put it in the context of a workman’s comp. That an average workman’s comp claim is $28,000. So, if you assume a chair is $500, it has a five-year life, you could purchase 1400 chairs if you avoided one workman’s comp claim. Like, the math is definitely there. So, when we also – I think there’s also sort of a sustainable circularity thing, right? We don’t want people buying chairs, you know 100-dollar chairs from the office supply store, which are just going to break and go into the landfill. But we want to get higher quality, good products so that it withstands the test of time.

Cynthia Milota: [00:37:15] So, employers that do provide some significant or/and significant work-from-home stipends I think really are going to help the planet as well as their workforce. But Kate, I’m going to let you talk about some of the financial tools, measurement tools that you guys are doing with clients.

Kate Lister: [00:37:32] Yeah. This is where we really got started emerging. The banker in me came out, trying to figure out what the bottom-line impact of remote work is. About 12 years ago, maybe more, we came up with a remote work savings calculator. We called it the Telework Savings Calculator at the time that shows a typical employer can save about $11,000 per halftime remote worker per year. And, that is a combination of increased productivity, reduced turnover, reduced absenteeism, and reduced real estate costs, also the continuity of operations being able to operate in the event of a disaster. And, in our standard model, it included one day a year, like one snow day a year, that people would be able to work other if they weren’t able to get to the office. Never did we consider putting in 700 whatever days.

Kate Lister: [00:38:35] Just imagine what dent on global productivity if we hadn’t been able to make this transition. And, that calculator, about six years ago, the federal government came to me and they were responding to an inquiry from Congress who wanted to justify the amount of money that the government was saving in their telework program. And, they were asked to find tools that could help them do that. So, they asked and I gave them a peek behind the curtain of what’s behind the calculator. We’ve got 125 variables and 600 calculations, and they went back to Congress and said that it was comprehensive and thoroughly researched.

Kate Lister: [00:39:20] So, that was a very good endorsement for us. It’s available free on our website. It has been for, as I say, more than a decade. So, companies can quantify their own impact, not just on the employer but on the employee who typically saves 11 days a year when half-time remote work, the time they would have otherwise spent commuting and typically saves between three and $5000. And, it also calculates the environmental impact, as we talked about earlier.

Jamie Gassmann: [00:39:54] Interesting. And, you know, when you think of the ergonomics, I can give a personal testament. I was sitting at my kitchen table and I’m a runner and I started to have really weird leg cramps and I switched to my ergonomically, you know, I brought my chair from my office, actually rolled it out the elevator and took it home, and the leg cramp stopped. So, there is definitely something behind having an appropriate chair when you’re sitting for the amount of time that we sit for work.

Jamie Gassmann: [00:40:26] So, it’s really interesting to hear some of the financial savings that these organizations can have just by simply these easy modifications that can help those employees at home, especially now that it’s become a lot more of a long term solution as opposed to the short term solution that it was probably back in March of last year for a lot of these organizations. And, I know, we’ll put that link to Kate’s financial tool on our page, on the Business RadioX page, as well as on the Workplace MVP page, so our listeners can access that.

Jamie Gassmann: [00:41:04] So, looking at the benefits to hybrid remote work and back office, you know, what are your thoughts around the benefits of each of those that employers should be considering?

Kate Lister: [00:41:19] It’s funny. For years, the conversation has been polar. People, particularly in the media, it’s you know, “Oh, remote work, it’s going to ruin the world,” and, “Oh, nobody likes the office.” It’s both. One’s good for one thing, one’s good for another thing. So, the best of both is to allow people the flexibility to work at home some of the time if they want to and there’s about 15-20% of the population that typically does not want to and to come to the office for the kinds of things that are better done in person.

Kate Lister: [00:41:58] One of the things we learned from a number of the surveys during the pandemic was that people felt they could collaborate just as easily, just the same remotely as they did in the office. But they preferred doing it in the office so, you know, we can get it done. We can have our meetings, but we would really prefer to be in person. So, it’s really just taking the best of both.

Jamie Gassmann: [00:42:23] Great. How about from your perspective, Cynthia?

Cynthia Milota: [00:42:30] I think our clients are understanding this is a unique opportunity to embrace hybrid. You’re right, we’ll talk a little bit more. We have talked about the difference between the C-suites perspective and the average employee’s perspective, but we are encouraging and I would say, by and large, they understand that they’re at a unique time right now and they’re moving forward.

Jamie Gassmann: [00:42:55] Interesting. So, as an organization, you know, if they have differences to what you just kind of alluded to, Cynthia, you know that work environment preference between senior leadership, you know, and what they’re looking for versus what the employers are looking for, how can they approach it and find a balance between both sides that really benefits the entire organization? So, we’ll start with you, Cynthia.

Cynthia Milota: [00:43:23] Yeah. Well, I guess I’d like to pick up on something that Kate said. Let’s go back to the data, right? Perhaps some executives have a command and control thing going on. Perhaps they’re in their walnut row and they don’t see it, but we’ve done a few executive listening sessions, which are a really great start, right. It’s almost – and that has sort of opened the eyes, as we’ve said before. And, I think every H.R. person on the planet now is telling their C-suite, 40% of the workforce is considering changing jobs added at the cost of between one and three times your salary to replace every position, depending on the nature of the job. Employees are really emboldened. They have the upper hand to have their voice being heard. And, I think most of the C-suite is getting it. So, I don’t know, Kate, if you want to add anything to my perspective.

Kate Lister: [00:44:20] Yeah. I mean, it also opens the opportunity for a whole new talent pool, you know. I’ve got a law firm that I’m working with right now and finding top law talent is really difficult. The law firms are poaching one another like crazy.

Kate Lister: [00:44:38] But, now, they don’t have to limit themselves to somebody that’s near their San Francisco office or their Philadelphia office, or whatever it is. They can hire somebody from all over the world. They can also hire a better opportunity to hire disabled military spouses, people living in rural areas that, you know, didn’t always have the opportunity for these kinds of jobs. So, it really does, not only stop people from leaving but opens up the talent pool so much more.

Jamie Gassmann: [00:45:15] Yeah. Did you ever [inaudible] you wanted to add to that?

Cynthia Milota: [00:45:18] No, I’m good.

Jamie Gassmann: [00:45:18] Oh, okay. Yeah. No, I would agree. I mean, that’s kind of – in a previous episode, we were talking about that, you know, how, really, there are no boundaries anymore to where you can obtain your employees when you have that remote work environment. So, it really does open up the prospects of different candidates that they could have across, you know, not just the U.S. but really the globe. And, you know, and I love the point you made about military spouses and others that maybe wouldn’t have had that flexibility before and now being able to give that opportunity to have a career themselves where previously they maybe wouldn’t have been able to. So, that’s a great point to make on that.

Kate Lister: [00:46:01] I also typically show them a spreadsheet of what their competitors are doing. A little peer pressure never hurts and not just their direct competitors, you know, so that if I’m talking to an insurance company, I’m not just showing them what other insurance companies are doing but what tech companies are doing, because the people that they’re trying to hire these days are getting, you know, have to be more and more tech-savvy and jobs are getting more and more tech-oriented. So, they’re not just competing with the guy across the street. They’re competing with Silicon Valley and some of those other places, too.

Jamie Gassmann: [00:46:41] Yeah. Very interesting. I bet that’s a very effective approach to show kind of that kind of data. So, looking at our listeners, what can they do today? What are some simple approaches that can make a difference with their workforce and with the organization?

Kate Lister: [00:47:00] For me, the word sludge comes to mind. Get rid of the sludge. There are so many things that we do that keep us from doing our best work, not the least of which is doing stuff that we’re not good at or that we don’t like. You know, I’m waiting for the day when I’m doing a PowerPoint presentation and my keyboard starts to jiggle and it says, you know, you’re not very good at this. Did you know we have 10 contractors that are already vetted that are better at doing this than you are? And, by the way, do you know that Joe, you know over in the other department, just did a presentation on this? Maybe you should talk to Joe.

Kate Lister: [00:47:33] That’s not something they can do immediately, but it is something that’s coming, kind of the disaggregation of work so that we can all work on what we’re best at. But just the little things, the meetings, and how stressful meetings are, and how much of the day they occupy. Start to think about. Does everybody really need to be here at this meeting? Does it have to be a meeting at all? I’ve got one executive who said, “If there’s more than nine people in a meeting, it shouldn’t be a meeting. It should be something that I record and they can listen to.”

Kate Lister: [00:48:06] One of the things that all remote companies, you know, companies that are all remote get right is using asynchronous versus synchronous behaviors. And, this is something that the companies that Cynthia and I are working with are just learning.

Kate Lister: [00:48:22] So, you don’t always have to have a meeting. Maybe you just need to send a memo. Maybe you only need a few people in that meeting and you can record it and other people can listen at another time. Maybe they’re in a different time zone. They don’t have to get up at 4:00 in the morning to be a part of this meeting. When to use chat, when to use email, when to use Slack, and when, you know how to use those tools so that we’re more efficient in how we work.

Kate Lister: [00:48:51] I’m looking at – and this is also a time for looking at every process and every practice. I think one of the stressors out there right now is that we’re trying to work in new ways, using old processes, practices, and technologies. And, it just drives me batty when I hear somebody say we need to replicate the water cooler. It’s like, who said the water cooler was that great to begin with? First of all, it excludes everybody who’s not at the water cooler. So, you know, we need to use technologies to do things better, not to replicate things that were broken to begin with. Like, people always talk about, “Oh, it’s been really hard onboarding during the pandemic.” Excuse me, 60% of people quit in the first two years, and half of them quit in the first six months. So, let’s not say that onboarding was working that great before the pandemic. Let’s find out, let’s figure out a better way to do things.

Kate Lister: [00:49:46] And, you know, even for just some very, very simple tips. When you’re having a hybrid meeting, everybody has to have their cameras on. Assign somebody in the room to somebody that’s out of the room, kind of a buddy system, so that they can chat back and forth if one person feels like they aren’t being heard. Call on every person. Use polls instead of, you know, hands up and that kind of thing.

Kate Lister: [00:50:17] One of the things that we’ve learned during the pandemic is that introverts are performing better. I’m an introvert and, you know, I don’t think as quickly as extroverts. You know, when I’m in a meeting, you know, people are blurting out their thoughts and their answers to questions. I take time. I think about it after we get off the meeting. And, that means that we’re not hearing a lot of voices and I think there are opportunities that we can exploit in what we’ve learned over the last couple of years that can really bring more equality to the voices in the room and make sure that everybody’s heard.

Jamie Gassmann: [00:50:58] Great. That’s great feedback. I love that. Cynthia, how about you?

Cynthia Milota: [00:51:03] I guess I would go back to the employee experience and I would go at it from two perspectives. One is the stakeholders. I know many of our clients are engaging their stakeholders, but it seems like many that you [inaudible] are not. Leadership has made some plan and they’re going to send a bunch of memos and say, this is how we’re going to do it.

Cynthia Milota: [00:51:25] So, for sure, it’s more complicated. For sure, it’s fraught with more complexities. But the more we have stakeholders involved, the better that’s going to help, the bigger change, whatever it ends up being. So, that’s the first thing.

Cynthia Milota: [00:51:25] And then, I guess the second thing is don’t stop collecting data, right? Don’t stop, you know, even once. You know, in my world, we do something called the post-occupancy evaluation, which is like, you did it like three months after people moved in and then you close that off, and then you’re done with it. Really, we’re seeing continuously collected data whether it be pulse study, pulse surveys. Now, technologically, there’s a tremendous amount of data, everything from badge data to utilization data and I know we’re not doing that much because we’re not in the office much. But once we’re back, I think data informing decisions is going to be the future of what’s happening, and I think we can’t, again, have that data without communicating to our stakeholders what it is that we’re learning and how that’s going to potentially impact and let them have a seat at the table. So, that’s where I’d like to leave it.

Jamie Gassmann: [00:52:37] Fantastic. Great advice and thoughts to leave our audience with. So, if any of our listeners wanted to get a hold of you. And, I’ll start with Cynthia, how can they do that?

Cynthia Milota: [00:52:49] Well, I’m on LinkedIn, so search me on LinkedIn. My email’s on there and my company is Ware Malcomb. If you go to the Ware Malcomb website, you can get my phone number and my email that way too.

Jamie Gassmann: [00:53:01] Great. And, how about you, Kate?

Kate Lister: [00:53:03] I’m there on LinkedIn, as well. I’d be happy to link in with anyone. You can message me. You can also email me at kate@globalworkplaceanalytics.com. And, we have probably a dozen white papers on our website that say things more elegantly than I do in person, so you could just download them there.

Jamie Gassmann: [00:53:27] They’re fantastic. Well, thank you both so much for letting us celebrate you. I’m sure your presentation at SHRM went really well and was well-received, and thank you for sharing your stories and your great advice with our listeners. And, we appreciate you and we’re sure that your organization and your staff do as well. So, thank you so much for being a part of our show. We also – yeah, thank you.

Jamie Gassmann: [00:53:52] We also want to thank our show sponsor, R3 Continuum, for supporting the Workplace MVP podcast. And, to our listeners, thank you for tuning in. If you’ve not already done so, make sure to subscribe so that you get our most recent episodes and other resources. You can also follow our show on LinkedIn, Facebook, and Twitter at Workplace MVP. And, if you are Workplace MVP or know someone who is, please let us know. Email us at info@workplace- mvp.com. Thank you all for joining us and have a great rest of your day.

 

Tagged With: Cynthia Milota, Global Workplace Analytics, hybrid work, Jamie Gassmann, Kate Lister, R3 Continuum, remote work, remote workers, Ware Malcomb, Workplace MVP

Craig Harrison and Kevin Van Horn, HVH Mechanical Partners

October 20, 2021 by John Ray

HVH Mechanical
Business Beat
Craig Harrison and Kevin Van Horn, HVH Mechanical Partners
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

HVH Mechanical

Frazier & Deeter’s Business Beat: Craig Harrison and Kevin Van Horn, HVH Mechanical Partners

Craig Harrison and Kevin Van Horn, Co-founders of HVH Mechanical, grew up in the business, starting out in trade school and apprenticeships, with an eye to starting their own business. Once they did that six years ago, they’ve not looked back, and they shared their inspiring story with host Roger Lusby on this edition of Business Beat. Craig and Kevin covered why they’ve grown so rapidly, how their field experience helps them manage the business today, why mechanical trades present such a wonderful opportunity for young people today, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

HVH Mechanical Partners

HVH Mechanical Partners is leading the next generation of mechanical contractors in the Greater Atlanta Area.HVH Mechanical

The company and field team was formed by lead technicians and managers with years of experience from some of Atlanta’s top mechanical contractors. Their team has the ability to tackle small service jobs as well as large central plant turn-key retrofit projects made possible by having Atlanta’s top highly trained technicians, managers, and relationships with highly experienced subcontractors and vendors.

They primarily offer services to high-end commercial and industrial accounts, including pharmaceutical facilities, research labs, data centers, hospitals and healthcare, colleges, high-end luxury hotels, heavy industrial, and Class A office buildings. HVH Mechanical offers very responsive quote times, prompt service, and direct contact with the company’s executive team.

They service all manufacturer’s equipment with factory-certified technicians from chillers, cooling towers, VRF Systems, piping, Med Gas, stainless work, pumps, AHUs, WSHP’s, refrigeration, etc. They also offer full-service plumbing from hot and cold water jetting, cameras and locators, service on lift and booster pump stations.

Company website | LinkedIn | Facebook

Craig Harrison, Co-Founder and CEO, HVH Mechanical Partners

Craig Harrison, Co-Founder and CEO, HVH Mechanical Partners, LLC

Craig Harrison began his career in the mechanical industry just out of high school by attending HVAC-R training in technical school. He attended MTI while working for one of Atlanta’s leading mechanical contractors.

While in the field Craig focused on the following:

  • Chiller Install, maintenance, Repair, Overhaul
  • Managing Base building contracts for Atlanta’s Prestigious Clientele
  • Assisting with new construction startup issues
  • Providing solutions to customers’ concerns after new projects have been delivered to the end-user.

His focal point was chillers and assisting the company with start-up issues when a building was turned over to customers, resolving customer issues, and managing large base building contracts to high-end clients in the downtown Atlanta area. Refrigeration consultant for Innovative Air Technologies throughout the country on large desiccant dehumidifier projects, he assisted in designing systems to run with low ambient conditions while maintaining below-freezing dry air.

Craig has served as a refrigeration consultant designing systems that deliver subfreezing discharge air for the purpose of dehumidification in industrial arenas throughout the country.

LinkedIn

Kevin Van Horn, Co-Founder and President, HVH Mechanical Partners

Kevin Van Horn, Co-Founder and President, HVH Mechanical Partners, LLC

Kevin began his career in the plumbing industry at a very early age. He can vividly remember long, hot days working for his dad’s plumbing company on his high school summer breaks. He often credits this chapter of his life with developing a lifelong passion for working with his hands. When he graduated high school, Kevin knew that four years at a university did not suit his personality. Knowing that he needed a career and not just a job, he joined Local 72 as a plumbing apprentice.

After working on construction sites with pipefitters and welders, he developed an interest in pipe welding and rigging. After long consideration, he decided to concentrate on hydronic heating and cooling systems and move away from domestic water and sanitary systems.

Using his past work experience and achievements, he was able to move into the mechanical service industry. It was here that he gained extensive knowledge in the operation of mechanical equipment and how to troubleshoot and repair this equipment.

Once he reached his goal of learning everything in this industry, from install to service, it was time for him to start on his lifelong goal of business ownership. This led to the birth of HVH Mechanical Partners.

At HVH Mechanical Partners, Kevin meets with customers to discuss solutions to the concerns they have with their building’s mechanical and plumbing systems. He interacts with suppliers and vendors to ensure HVH can service its customers efficiently and economically. He works with the office and field teams to ensure that customer service is the highest priority.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Alpharetta CPA firm, Craig Harrison, Frazier & Deeter's Business Beat, Frazier Deeter, HVH Mechanical, Kevin Van Horn, mechanical contractors, Roger Lusby

Bill Neglia, Neglia Insurance Group

October 19, 2021 by John Ray

Neglia Insurance
North Fulton Business Radio
Bill Neglia, Neglia Insurance Group
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Neglia Insurance

Bill Neglia, Neglia Insurance Group (North Fulton Business Radio, Episode 399)

What’s the biggest mistake individuals make when shopping for health insurance? Bill Neglia with Neglia Insurance Group joined host John Ray to cover this and much more on North Fulton Business Radio. including group and individual health insurance, the trend for premiums in this renewal cycle, how he saves companies money, what employers need to consider when looking for group insurance, voluntary workplace benefits, and much more.  North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Neglia Insurance Group

Neglia Insurance Group was started in 1983 and has over 600 active individual and over 100 active group clients.

They have access to all the major insurance carriers and many smaller, high quality less known carriers throughout the country. They specialize in Health, Life, Disability, Long Term Care, Dental and Vision insurance.

They do not charge a fee for their services!

Website  | Facebook

Bill Neglia, President, Neglia Insurance Group

Bill Neglia, President, Neglia Insurance Group

Bill Neglia began his insurance career as an agent for John Hancock in 1983.  After several years of working with large insurance companies, he started the Neglia Insurance Group in 1996 so he could deliver a personal style of serving his clients.

The Neglia Insurance Group offers all of the support and resources of larger insurance agencies with the advantages of a local personalized agency where they get to know you along with your unique wants and needs.

LinkedIn

Questions and Topics Discussed in this Episode

  • 2022 ACA/Obamacare Individual Health Insurance Open Enrollment
  • Non-ACA alternative Individual Health Insurance plan options
  • Employer sponsored Group Health Insurance plan options
  • Employee Voluntary Workplace Benefit plan options
  • New vs. Old Life Insurance plan options

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: ACA, Bill Neglia, group health insurance, group health plans, health insurance, individual health insurance, individual health plans, John Ray, life insurance, Neglia Insurance Group, North Fulton Business Radio, open enrollment, voluntary employee benefits

Troy Cobb, Cinch I.T., and Mark Ligler, Factory Automation Systems

October 19, 2021 by John Ray

Factory Automation Systems
North Fulton Studio
Troy Cobb, Cinch I.T., and Mark Ligler, Factory Automation Systems
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Factory Automation Systems

Troy Cobb, Cinch I.T., and Mark Ligler, Factory Automation Systems (ProfitSense with Bill McDermott, Episode 26)

On this episode of ProfitSense, host Bill McDermott was joined by Troy Cobb with Cinch I.T., who discussed the decision to purchase a franchise vs. start his own business, cybersecurity issues he sees currently, and more. Mark Ligler, Owner and Vice President of Factory Automation Systems, also joined the show. Mark’s business has weathered many seasons in the automation and robotic industry, and he shared his wisdom and experience on sensible business growth, attracting and retaining talent, and much more. Finally, Bill shared his thoughts on how essential a good organizational culture is for a business. ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Cinch I.T.

Cinch I.T., Inc. was established in 2004. Like so many computer support companies, it started as a one-man shop in a 10×10 office with no windows. But even then, the focus was on building great relationships with their clients. Over the years, Cinch I.T. has been fortunate enough to see unbelievable growth.

They have added some of the most brilliant minds in our industry to the team, expanded into a 12,000 sq ft corporate office complex, and we have been honored to receive numerous awards, including being named one of the Top 501 Managed Service Providers Globally by Future Channels.

Cinch I.T. has established itself as one of the most highly-regarded I.T. company and computer service providers in the United States. The reason is simple. They have spent years shaping the entire company to meet YOUR needs.

With Support plans designed to create lasting relationships, together they ensure immediate and long-term success.

Company website | LinkedIn |  Facebook | Twitter

Troy Cobb, Owner/Sales Director, Cinch I.T.

Cinch I.T.
Troy Cobb, Owner/Sales Director, Cinch I.T.

Troy Cobb became the owner and sales director for the Cinch I.T. Atlanta office in January 2020.

Troy is a USMC Desert Shield/Storm Veteran with over 20 years of experience in the I.T. industry. Originally from New Jersey. he has lived in Atlanta for over twenty years.

 He is married to Tanya Cobb, an incredible Nurse/Hero at Emory University Midtown Hospital.

LinkedIn

Mark Ligler, Owner and Vice President, Factory Automation Systems

Mark Ligler, Owner and Vice President, Factory Automation Systems

Mark Ligler is the Owner and Vice President of Atlanta-based Factory Automation Systems, Inc.

Factory Automation Systems is a full-service systems integrator that provides turnkey automation solutions to manufacturing companies across the U.S.  FAS designs and implements solutions with programmable controllers, manufacturing information systems, motion control and robotic systems. They serve customers from diverse industries – building products, food and beverage, consumer products, automotive, metals, and more.

Factory Automation Systems was founded by Ross Pryor in 1992. Based in Atlanta, GA, the company has implemented thousands of solutions for manufacturers from a variety of industries across the U.S. and abroad.

Discrete control, coordinated motion, process automation, production monitoring, robotic machine tending, material handling, traceability, robotic assembly, machine safety – diverse projects for a wide mix of customers. They welcome the opportunity to put their experienced team to work on your next automation project.
FAS is near the Atlanta airport – they welcome visitors to meet the team and tour their facility.

Company website | LinkedIn | Facebook

About ProfitSense and Your Host, Bill McDermott

Bill McDermott
Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.

Tagged With: Bill McDermott, Cinch I.T., company culture, Factory Automation Systems, Mark Ligler, ProfitSense, Recruiting, robotics, The Profitability Coach, Troy Cobb

Randy Winfield, Winfield Realty Group, and Todd Harris, Skillshot Media

October 18, 2021 by John Ray

Winfield Realty Group
Family Business Radio
Randy Winfield, Winfield Realty Group, and Todd Harris, Skillshot Media
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Winfield Realty Group

Randy Winfield, Winfield Realty Group, and Todd Harris, Skillshot Media (Family Business Radio, Episode 25)

Anthony Chen hosts two guests on this episode, each in industries undergoing rapid change. Randy Winfield of Winfield Realty Group discussed the hot residential real estate market and where he thinks it may be headed. Todd Harris of Skillshot Media offered an overview of the local and global esports event market, events Skillshot hosts, scholastic opportunities in gaming and esports, and much more. Anthony wrapped up this episode with thoughts on how personal values because of the pandemic and how those shifts affect retirement plans. Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Randy Winfield, President & Broker, Winfield Realty Group

Winfield Realty Group
Randy Winfield, President & Broker, Winfield Realty Group

Winfield Realty Group is a boutique real estate firm, and they consistently provide a “concierge” and “best-in-class” personal level of service to their clients. They work with honesty, integrity and have a conscientious attention to detail.

Whether you’re a first-time home buyer, relocating, selling your present home or estate, searching for that perfect home, perhaps on the golf course or in that exclusive subdivision, for your “retirement” home, your next business location or commercial property, land or customized marketing for your subdivision, Randy is ready to assist you.

Randal’s attention to detail and his concierge level of service bring him repeat clients, many referrals and have helped to build the company to its respected position in the community.

He has been an Atlanta area resident since the late 70’s and has lived in Gwinnett County since 1986. The firm has been voted “Best of Gwinnett” Realtors in 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2009, 2008 & 2005 by Gwinnett Magazine.

Randal has received the Five Star Professional Award in 2020, 2019, 2018, and 2014 – awarded to the top 2% of agents for customer service.

Company website | LinkedIn

Todd Harris, Founder and CEO, Skillshot Media

Todd Harris, Founder and CEO, Skillshot Media

Skillshot Media is in the business of connecting leading brands to engaged esports fans.  The company has hosted thousands of esports tournaments, paid out over $10M in prizing to players in competitive video games and delivered over 1 billion views of esports content.

Todd Harris (@toddalanharris) is an accomplished entrepreneur who has been leading video game and esports businesses for 15 years and involved with technology product startups for 25 years. Todd co-founded Hi-Rez Studios, one of the largest video game studios in the Southeast and is currently Founder & CEO of Skillshot Media, a leading esports infrastructure and production company, President of the North American Scholastic Esports Federation (NASEF), and co-owner of esports professional team Ghost Gaming.

Ghost Gaming is an Atlanta-based professional esports team and gaming lifestyle brand that has won 13 tournament championships and cultivated a fan base of over 5 million.

NASEF is the leading scholastic esports solution for high school students, providing opportunities for all students to use esports as a platform to acquire critical communication, collaboration, and problem-solving skills.

Throughout his career, Todd has garnered industry recognition including “2019 Most Admired CEO” by the Atlanta Business Chronicle as he works with partners toward advancing the esports industry.

Company website | LinkedIn

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, eSports, Esports industry, Family Business Radio, Lighthouse Financial Network, Randy Winfield, residential real estate, Skillshot Media, Todd Harris, Winfield Realty Group

Irene Sanders, Student Leadership Johns Creek

October 18, 2021 by John Ray

Student Leadership Johns Creek
North Fulton Business Radio
Irene Sanders, Student Leadership Johns Creek
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Student Leadership Johns Creek

Irene Sanders, Student Leadership Johns Creek (North Fulton Business Radio, Episode 397)

Where do Johns Creek-based high school students develop leadership capacity in community projects, sharpen public speaking skills through political debate moderation, assemble a personal portfolio of work, a standout LinkedIn profile, and more? It’s through Student Leadership Johns Creek, and Executive Director Irene Sanders joined host John Ray to review the program and its history, current projects, how students can apply, how businesses can become involved, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Student Leadership Johns Creek

Student Leadership Johns Creek was created in 2012 because of the success of Leadership Johns Creek.

Student Leadership Johns Creek is a collaborative effort of our business and civic community to provide leadership training to our local youth.

Student Leadership Johns Creek selected its tenth class of students in March of this year.  The program begins in August 2021 with a one-day team training event and will conclude in April with an announcement of the upcoming class, a celebration of the first-year students and a graduation for the second-year students who receive graduation cords (which they can wear at their respective school’s graduation) and certificates of completion. Applications will be available to rising sophomores and juniors in December 2021.

Website | Facebook 

Irene Sanders, Executive Director, Student Leadership Johns Creek

Irene Sanders, Executive Director, Student Leadership Johns Creek

Irene Sanders was named Executive Director of Student Leadership Johns Creek (SLJC) in 2014.

SLJC is a highly competitive two-year leadership program open to students that attend Innovation Academy, Centennial, Chattahoochee, Johns Creek and Northview high schools. During the first year of the program the students complete a community group project and learn about city, county and state government through various program days. In the second year the students work more independently producing an on-line portfolio and a shadowing project.

In addition, Irene coordinates nine of these students each year who are members of the Secretary of State Ambassadors program. This is a statewide competition to promote civic engagement. SLJC has won the competition three of the past four years and in 2017 was the first high school team ever to facilitate a mayoral and city council debate in the entire State of Georgia.

They were recognized by the Governor, Secretary of State as well as the City of Johns Creek. Ever since, this revolving group has facilitated every candidate in the city of Johns Creek.

Irene has been a fitness professional for over 40 years; instructing group fitness classes at many area gyms including the Atlanta Athletic Club and the YMCA. When COVID hit, she switched gears and became a Peloton junkie and has not regretted it for a minute. Although her husband played professional football for both the Atlanta Falcons and Detroit Lions, she is an avid New Orleans Saints fan.

She and her family have lived in Johns Creek since 1988, prior to it becoming a city.

LinkedIn

 

Questions and Topics

  • What is Student Leadership Johns Creek?
  • Who are the students in the program – what schools do they come from?
  • Tell us a little more about what they learn during the two-year program?
  • How did the program get involved with facilitating city and state debates?
  • Tell us a little more about the Macedonia Cemetery documentaries that are currently being produced by Student Leadership Johns Creek students.
  • Why should students apply for this program?

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: high schools in Johns Creek, Irene Sanders, John Ray, Johns Creek, leadership development, Macedonia Cemetery, North Fulton Business Radio, student leaders, Student Leadership Johns Creek

Maxwell Bentley, Bentley Media Group and Clipify

October 18, 2021 by John Ray

Clipify
North Fulton Business Radio
Maxwell Bentley, Bentley Media Group and Clipify
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

ClipifyMaxwell Bentley, Bentley Media Group and Clipify (North Fulton Business Radio, Episode 397)

While many small business owners acknowledge that video marketing is effective, they sometimes shy away from the medium because of both cost and ease of use concerns. That’s where Clipify, an app developed and founded by Maxwell Bentley of Bentley Media Group, comes in. Maxwell joined host John Ray to explain why Clipify is the ultimate DIY video marketing toolbox, allowing users quickly and easily to create marketing videos, collect video testimonials, and send unlimited video emails. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Clipify

ClipifyClipify is the ultimate do-it-yourself video marketing toolbox anyone can use on any device. Send unlimited video emails, create marketing videos for social media, collect video testimonials from customers, and more.

Clipify gives you the tools to send unlimited video messages via email and get notified when they’re watched. No apps or extra downloads needed.

With Clipify, you can collect unlimited video testimonials via your own branded landing page and unlimited cloud storage. Record your video message, add your logo intro, and select a music track quickly and easily. Download and share the finished video anywhere.

With Clipify, you’ll rise to the top of a busy inbox and build trustworthy business relationships quickly. Your custom video messages will make old-school follow-up emails a thing of the past.

Clipify website | LinkedIn

Maxwell Bentley, Founder, Bentley Media Group and Clipify

Maxwell Bentley, Founder, Bentley Media Group and Clipify
Maxwell Bentley, Founder, Bentley Media Group and Clipify

Maxwell Bentley is a marketing strategist who specializes in producing “films that excite” for brands across the United States. He has partnered with Disney, Roblox, Hyundai, Toyota, Xbox, TED Talks, and an extensive clientele of small businesses nationwide.

Maxwell is the Founder & Chief Storyteller at Bentley Media Group, a strategic video marketing studio that was named a finalist for Forsyth County Business of the Year in 2018 and 2019. His firm has generated over 100,000,000 video hits that have translated to millions of dollars in sales revenue for his clients since 2015.

In 2017, he produced a trailer for the Xbox title Super Bomb Survival and served as the lead editor for the Roblox app trailer — he was subsequently added to the University of North Georgia (UNG) Student-Entrepreneur Wall of Fame.

Maxwell serves on multiple advisory boards and has partnered with area schools to help prepare rising talent for the demands of the video production industry. He exists to form profitable relationships where his clients and his staff feel successful.

LinkedIn | Bentley Media Group | YouTube

Questions and Topics

  • What’s Clipify?
  • Why did you launch Clipify?
  • What kinds of ways can Clipify be utilized?
  • Why is video marketing important in a covid-19 economy?
  • How can someone develop camera confidence?

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: Clipify, corporate marketing videos, John Ray, marketing videos, Maxwell Bentley, North Fulton Business Radio, University of North Georgia, video creation, video emails, video marketing, video testimonials

The Value of Delegation, with Bill McDermott, Host of ProfitSense

October 15, 2021 by John Ray

Value of Delegation
North Fulton Studio
The Value of Delegation, with Bill McDermott, Host of ProfitSense
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Value of Delegation

The Value of Delegation, with Bill McDermott, Host of ProfitSense 

Only 1% of businesses pass the $10 million mark. As Profitability Coach Bill McDermott explains, the number one reason for this striking statistic is lack of delegation. On a recent episode of ProfitSense, Bill discussed the value of delegation, not just for the business, but for employees, company culture, and the owner’s plans to exit. ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Bill’s commentary was taken from this episode of ProfitSense.

About ProfitSense and Your Host, Bill McDermott

Bill McDermott
Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.

Tagged With: Bill McDermott, business transition, company culture, Delegation, employees, exit planning, McDermott Financial Solutions, Profitability Coach Bill McDermott, ProfitSense with Bill McDermott, The Profitability Coach

Medication Errors and How to Avoid Them

October 14, 2021 by John Ray

Medication Errors
North Fulton Studio
Medication Errors and How to Avoid Them
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Medication Errors

Medication Errors and How to Avoid Them – Episode 62, To Your Health with Dr. Jim Morrow

On this edition of To Your Health, Dr. Jim Morrow shared a personal story about medication errors, and how patients can ensure they understand their medications to avoid errors which might cause serious health consequences. Dr. Morrow also provided an update on Covid vaccines and answered commonly asked questions he’s received from patients on boosters. To Your Health is brought to you by Morrow Family Medicine, which brings the care back to healthcare.

About Morrow Family Medicine, A Member of Village Medical

Morrow Family Medicine, a Member of Village Medical, is an award-winning, state-of-the-art family practice with offices in Cumming and Milton, Georgia. The practice combines healthcare information technology with old-fashioned care to provide the type of care that many are in search of today. Two physicians, three physician assistants and two nurse practitioners are supported by a knowledgeable and friendly staff to make your visit to Morrow Family Medicine, A Member of Village Medical one that will remind you of the way healthcare should be.  At Morrow Family Medicine, a Member of Village Medical, we like to say we are “bringing the care back to healthcare!”  The practice has been named the “Best of Forsyth” in Family Medicine in all five years of the award, is a three-time consecutive winner of the “Best of North Atlanta” by readers of Appen Media, and the 2019 winner of “Best of Life” in North Fulton County.

Village Medical offers a comprehensive suite of primary care services including preventative care, treatment for illness and injury, and management of chronic conditions such as diabetes, congestive heart failure, chronic obstructive pulmonary disease (COPD) and kidney disease. Atlanta-area patients can learn more about the practice here.

Dr. Jim Morrow, Morrow Family Medicine, and Host of To Your Health with Dr. Jim Morrow

Covid-19 misconceptionsDr. Jim Morrow is the founder and CEO of Morrow Family Medicine. He has been a trailblazer and evangelist in healthcare information technology, was named Physician IT Leader of the Year by HIMSS, a HIMSS Davies Award Winner, the Cumming-Forsyth Chamber of Commerce Steve Bloom Award Winner as Entrepreneur of the Year and he received a Phoenix Award as Community Leader of the Year from the Metro Atlanta Chamber of Commerce.  He is married to Peggie Morrow and together they founded the Forsyth BYOT Benefit, a charity in Forsyth County to support students in need of technology and devices. They have two Goldendoodles, a gaggle of grandchildren and enjoy life on and around Lake Lanier.

Facebook: https://www.facebook.com/MorrowFamMed/

LinkedIn: https://www.linkedin.com/company/7788088/admin/

Twitter: https://twitter.com/toyourhealthMD

The complete show archive of To Your Health with Dr. Jim Morrow addresses a wide range of health and wellness topics, and can be found at www.toyourhealthradio.com.

Dr. Morrow’s Show Notes

Covid-19Vaccine Booster Update

What is a third dose of the coronavirus vaccine?

• A third dose of the mRNA COVID-19 vaccines (Pfizer or Moderna) is identical to the first two doses.

o It can help protect people with weakened immune systems who did not have a strong enough response to the first two doses of one of the mRNA vaccines.

o Such people can get a third dose as soon as 28 days after a second dose.

o The FDA has authorized, and the CDC recommends, that those with

certain medical conditions that suppress the immune system get a third dose of the same brand of COVID-19 vaccine that they initially received.

Who can get a third dose of a COVID-19 vaccine?

Based on CDC recommendations, third vaccine doses are available now for people who are considered moderately or severely immunosuppressed. These would include those who:

  • Receive active cancer treatment for tumors or cancers of the blood.
  • Received an organ transplant and are taking medicine to suppress the immune system.
  • Have either had a stem cell transplant within the last two years or are taking medicine to suppress the immune system.
  • Were diagnosed with DiGeorge syndrome or Wiskott-Aldrich syndrome.
  • Are diagnosed with HIV and have a high viral load or low CD4 count, or are not currently taking medication to treat HIV.
  • Are taking drugs such as high-dose steroids or other medications that may cause severe suppression of the immune system. If you are not sure whether you fit into any of these categories, please contact your medical provider.

    When can I get a third dose of COVID-19 vaccine?

  • People who have an eligible medical condition that causes a suppressed immune system can receive a third dose of either the Moderna or Pfizer vaccine as soon as 28 days after the second dose.
  • Johns Hopkins Medicine is offering a third dose to those who are eligible. Why is the third shot of a COVID-19 vaccine needed?
  • The CDC recommends a third dose of the two-shot vaccines (Pfizer and Moderna) for people with certain health conditions to help further protect them from getting severely ill or dying due to COVID-19.

o Some people have conditions or take specific medication doses that can cause them to have a decreased immune system.

o Data suggest that two doses of the mRNA COVID-19 vaccine may not have a strong enough response in these individuals and that they may benefit from a third dose.

How do I know if I need a third dose of COVID- 19 vaccine?

  • If you are unsure about whether your health condition or treatment affects your immune system, discuss it with your health care provider, who can help determine if you would benefit from a third dose of COVID-19 vaccine.
  • People eligible for Pfizer’s booster include

o those 65 and older and those who live in long-term care facilities,
o have underlying medical conditions
o or are at higher risk of exposure to the virus because of their jobs or institutional settings, or a group that includes health care workers, teachers and prisoners.

Would a third COVID shot have to be the same brand of vaccine I got originally?

  • Ideally, yes:
    o Your third vaccine dose should be the same type (Pfizer or Moderna) you received when you were first vaccinated.
    § The third shot can be given to you when it has been at least four weeks (28 days) since your second shot if you are considered immunosuppressed based on the criteria determined by the CDC. Can I get an additional COVID-19 shot if I received the Johnson & Johnson vaccine?
  • Data are still emerging as to whether an additional dose is necessary for individuals who received the Johnson & Johnson COVID-19 vaccine.

o There is no current recommendation for an extra dose for people who received the Johnson & Johnson COVID-19 vaccine, even if they have a qualifying medical condition.

o Watch for information from the CDC. www.hopkinsmedicine.org

Medication Errors

I started using electronic health records on December 18, 1998. At the stroke of midnight, pretty much, we made that change. We did it for financial reasons, not quality reasons. If you had asked me, I would have adamantly told you that I was practicing quality medicine, that I was taking great care of all my patients.

Then in a few months, a report was published: The Institute of Medicine’s report “To Err is Human”. Published in 1999

98,000 deaths are attributable to medication errors every year.
Launched the movement to computerized medical records. It was a slow, laborious process.

Started the move to improve care by sharing records with the entire “care team”. It took years to really start making headway.

Multiple people testified to multiple congressional committees, in and around the Washington DC area.

I had started using electronic records in December 1998, and around 2005 was asked to testify to one such committee.

One of the main points in the report, To Err is Human, was about medication errors. Even to this day, this is a huge problem and people die all too often, or have some bad outcomes all too often, because of changes that doctors make in prescribing and those changes are not accurately relayed to the patient or the caregiver.

Doctors might change things like dosage, drug, instructions as to when and how often they are to be taken.

Pharmacies, especially mail-order pharmacies, will purchase the next cheapest drug equivalent they can on any given day so that when a patient receives a refill, the look and size of the pill or capsule is completely different.

Patients become numb to the fact that medications look different from one fill to the next. Therefore, if a doctor changes a medication or a strength of a current medication, the patient might very well NOT realize that change has been made.

And then drug manufacturers change the way their pills or capsules look because they got a better deal on a blue one versus the brown one they have used for years.

And then my recent experience with medication errors . . .

Tagged With: booster, COVID-19, Covid-19 vaccine, Covid-19 vaccines, Dr. Jim Morrow, Medication Errors, Morrow Family Medicine, prescription drugs, prescription medications, Village Medical

  • « Previous Page
  • 1
  • …
  • 171
  • 172
  • 173
  • 174
  • 175
  • …
  • 278
  • Next Page »

Business RadioX ® Network


 

Our Most Recent Episode

CONNECT WITH US

  • Email
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Our Mission

We help local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession.

We support and celebrate business by sharing positive business stories that traditional media ignores. Some media leans left. Some media leans right. We lean business.

Sponsor a Show

Build Relationships and Grow Your Business. Click here for more details.

Partner With Us

Discover More Here

Terms and Conditions
Privacy Policy

Connect with us

Want to keep up with the latest in pro-business news across the network? Follow us on social media for the latest stories!
  • Email
  • Facebook
  • Google+
  • LinkedIn
  • Twitter
  • YouTube

Business RadioX® Headquarters
1000 Abernathy Rd. NE
Building 400, Suite L-10
Sandy Springs, GA 30328

© 2026 Business RadioX ® · Rainmaker Platform

BRXStudioCoversLA

Wait! Don’t Miss an Episode of LA Business Radio

BRXStudioCoversDENVER

Wait! Don’t Miss an Episode of Denver Business Radio

BRXStudioCoversPENSACOLA

Wait! Don’t Miss an Episode of Pensacola Business Radio

BRXStudioCoversBIRMINGHAM

Wait! Don’t Miss an Episode of Birmingham Business Radio

BRXStudioCoversTALLAHASSEE

Wait! Don’t Miss an Episode of Tallahassee Business Radio

BRXStudioCoversRALEIGH

Wait! Don’t Miss an Episode of Raleigh Business Radio

BRXStudioCoversRICHMONDNoWhite

Wait! Don’t Miss an Episode of Richmond Business Radio

BRXStudioCoversNASHVILLENoWhite

Wait! Don’t Miss an Episode of Nashville Business Radio

BRXStudioCoversDETROIT

Wait! Don’t Miss an Episode of Detroit Business Radio

BRXStudioCoversSTLOUIS

Wait! Don’t Miss an Episode of St. Louis Business Radio

BRXStudioCoversCOLUMBUS-small

Wait! Don’t Miss an Episode of Columbus Business Radio

Coachthecoach-08-08

Wait! Don’t Miss an Episode of Coach the Coach

BRXStudioCoversBAYAREA

Wait! Don’t Miss an Episode of Bay Area Business Radio

BRXStudioCoversCHICAGO

Wait! Don’t Miss an Episode of Chicago Business Radio

Wait! Don’t Miss an Episode of Atlanta Business Radio