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Preventing Falls and Fractures

July 15, 2021 by John Ray

preventing falls and fractures
North Fulton Studio
Preventing Falls and Fractures
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Falling

Preventing Falls and Fractures – Episode 59, To Your Health with Dr. Jim Morrow

On this episode of To Your Health, Dr. Jim Morrow discussed preventing falls and fractures associated with those falls. The risks associated with falls go beyond the fall itself and can lead to other health and mobility problems, particularly for the elderly.  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 the area of 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.

Show Notes

Preventing Falls and Fractures

  • A simple thing can change your life—
    • like tripping on a rug or slipping on a wet floor.
    • If you fall, you could break a bone,
      • like thousands of older men and women do each year.
      • For older people, a break can be the start of more serious problems,
      • such as a trip to the hospital, injury, or even disability.
    • If you or an older person you know has fallen, you’re not alone.
      • More than one in three people age 65 years or older falls each year.
        • The risk of falling—and fall-related problems—rises with age.

 

Many Older Adults Fear Falling

  • The fear of falling becomes more common as people age,
    • even among those who haven’t fallen.
    • It may lead older people to avoid activities such as
      • walking,
      • shopping,
      • or taking part in social activities.
  • But don’t let a fear of falling keep you from being active.
    • Overcoming this fear can help you stay active,
      • maintain your physical health,
      • and prevent future falls.
    • Doing things like
      • getting together with friends,
      • gardening,
      • walking,
      • or going to the local senior center helps you stay healthy.
      • The good news is, there are simple ways to prevent most falls.

 

Causes and Risk Factors for Falls

  • Many things can cause a fall.
    • Your eyesight,
    • hearing,
    • and reflexes
      • might not be as sharp as they were when you were younger.
    • Diabetes,
      • heart disease,
      • or problems with your
      • thyroid,
      • nerves,
      • feet,
      • or blood vessels
        • can affect your balance.
        • Some medicines can cause you to feel dizzy or sleepy, making you more likely to fall.
        • Other causes include safety hazards in the home or community environment.
      • Scientists have linked several personal risk factors to falling,
        • including muscle weakness,
        • problems with balance and gait,
        • and blood pressure that drops too much when you get up from lying down or sitting (called postural hypotension).
        • Foot problems that cause pain
          • and unsafe footwear, like backless shoes or high heels,
            • can also increase your risk of falling.
  • Confusion can sometimes lead to falls.
    • For example, if you wake up in an unfamiliar environment, you might feel unsure of where you are.
    • If you feel confused, wait for your mind to clear or until someone comes to help you before trying to get up and walk around.
  • Some medications can increase a person’s risk of falling because they cause side effects like dizziness or confusion.
    • The more medications you take, the more likely you are to fall.

 

Take the Right Steps to Prevent Falls

  • If you take care of your overall health,
    • you may be able to lower your chances of falling.
    • Most of the time, falls and accidents don’t “just happen.”
    • Here are a few tips to help you avoid falls and broken bones:
      • Stay physically active.
        • Plan an exercise program that is right for you.
        • Regular exercise improves muscles and makes you stronger. I
        • t also helps keep your joints, tendons, and ligaments flexible.
        • Mild weight-bearing activities,
          • such as walking
          • or climbing stairs,
            • may slow bone loss from osteoporosis.
  • Have your eyes and hearing tested.
    • Even small changes in sight and hearing may cause you to fall.
    • When you get new eyeglasses or contact lenses, take time to get used to them.
      • Always wear your glasses or contacts when you need them.
      • If you have a hearing aid, be sure it fits well and wear it.
  • Find out about the side effects of any medicine you take.
    • If a drug makes you sleepy or dizzy, tell your doctor or pharmacist.
  • Get enough sleep.
    • If you are sleepy, you are more likely to fall.
  • Limit the amount of alcohol you drink.
    • Even a small amount of alcohol can affect your balance and reflexes.
    • Studies show that the rate of hip fractures in older adults increases with alcohol use
  • Stand up slowly.
    • Getting up too quickly can cause your blood pressure to drop.
    • That can make you feel wobbly.
    • Get your blood pressure checked when lying and standing.
  • Use an assistive device if you need help feeling steady when you walk.
    • Appropriate use of canes and walkers can prevent falls.
      • If your doctor tells you to use a cane or walker,
        • make sure it is the right size for you and the wheels roll smoothly.
        • This is important when you’re walking in areas you don’t know well or where the walkways are uneven.
        • A physical or occupational therapist can help you decide which devices might be helpful and teach you how to use them safely.
  • Be very careful when walking on wet or icy surfaces.
    • They can be very slippery!
    • Try to have sand or salt spread on icy areas by your front or back door.
  • Wear non-skid, rubber-soled, low-heeled shoes, or lace-up shoes with non-skid soles that fully support your feet.
    • It is important that the soles are not too thin or too thick.
    • Don’t walk on stairs or floors in socks or in shoes and slippers with smooth soles.
  • Always tell your doctor if you have fallen since your last checkup, even if you aren’t hurt when you fall.
    • A fall can alert your doctor to a new medical problem or problems with your medications or eyesight that can be corrected.
    • Your doctor may suggest physical therapy, a walking aid, or other steps to help prevent future falls.

 

What to Do If You Fall

  • Whether you are at home or somewhere else, a sudden fall can be startling and upsetting.
    • If you do fall, stay as calm as possible.
  • Take several deep breaths to try to relax.
    • Remain still on the floor or ground for a few moments.
    • This will help you get over the shock of falling.
  • Decide if you are hurt before getting up.
    • Getting up too quickly or in the wrong way could make an injury worse.
  • If you think you can get up safely without help,
    • roll over onto your side.
    • Rest while your body and blood pressure adjust.
    • Slowly get up on your hands and knees,
      • and crawl to a sturdy chair.
    • Put your hands on the chair seat and slide one foot forward so that it is flat on the floor.
    • Keep the other leg bent so the knee is on the floor.
    • From this kneeling position, slowly rise and turn your body to sit in the chair.
  • If you are hurt or cannot get up on your own,
    • ask someone for help or call 911.
    • If you are alone, try to get into a comfortable position and wait for help to arrive.
  • Carrying a mobile or portable phone with you as you move about your house could make it easier to call someone if you need assistance.
    • An emergency response system, which lets you push a button on a special necklace or bracelet to call for help, is another option.

 

Keep Your Bones Strong to Prevent Falls

  • Falls are a common reason for trips to the emergency room and for hospital stays among older adults.
    • Many of these hospital visits are for fall-related fractures.
  • You can help prevent fractures by keeping your bones strong.
    • Having healthy bones won’t prevent a fall,
      • but if you fall, it might prevent breaking a hip or other bone,
        • which may lead to a hospital or nursing home stay, disability, or even death.
        • Getting enough calcium and vitamin D can help keep your bones strong.
        • So can physical activity.
        • Try to get at least 150 minutes per week of physical activity.
  • Other ways to maintain bone health include
    • quitting smoking
    • and limiting alcohol use,
      • which can decrease bone mass and increase the chance of fractures.
    • Also, try to maintain a healthy weight.
    • Being underweight increases the risk of bone loss and broken bones.
  • Osteoporosis is a disease that makes bones weak and more likely to break.
    • For people with osteoporosis, even a minor fall may be dangerous.
    • Talk to your doctor about osteoporosis.

Credit:  cdc.gov

Tagged With: Dr. Jim Morrow, elderly, fractures, Morrow Family Medicine, Preventing falls, To Your Health, Villagel Medical

Bipolar Disorder in the Workplace, with Jacqui Chew, iFusion, and Colton Mulligan, FoxFuel Creative

July 15, 2021 by John Ray

Mental Health
Minneapolis St. Paul Studio
Bipolar Disorder in the Workplace, with Jacqui Chew, iFusion, and Colton Mulligan, FoxFuel Creative
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Mental Health

Workplace MVP:  Bipolar Disorder in the Workplace, with Jacqui Chew, iFusion, and Colton Mulligan, FoxFuel Creative

On this edition of Workplace MVP, Jacqui Chew, iFusion, and Colton Mulligan, FoxFuel Creative, each share their stories on working with a bipolar disorder with host Jamie Gassmann. Jacqui and Colton discuss how leaders can foster psychological safety in the workplace so that employees can be open about their mental health. It’s essential listening for HR and other workplace leaders. Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

Jacqui Chew, Managing Director, iFusion, and Licensee, Curator at TEDxAtlanta

Mental Health
Jackie Chew, Managing Partner, iFusion, TEDxAtlanta

iFusion is a storytelling consultancy that deploys the power of narrative design to create brand stories for companies and social impact initiatives that resonate and inspire action.

Jacqui works at the intersection of storytelling, innovation and business. She deploys the power of narrative design in reframing an organization’s brand story for resonance and to inspire action.

Described as a “Lara Croft of Problem-solving,” Jacqui is a seasoned business operator with a passion for building inclusive teams, and working cross-functionally to bring disparate groups together toward a common goal.

As the curator and licensee of TEDxAtlanta, Jacqui is always on the lookout for change-makers and innovations that are solving for the challenges of today and those just around the corner. Under her leadership, first of TEDxPeachtree from 2009 to 2018 and presently of TEDxAtlanta, Atlanta has grown in recognition within the global TEDx community as an innovation hub for technology, healthcare and social impact initiatives.

She is resourceful, tenacious and well networked in the Atlanta business, social impact and technology communities.

Website | LinkedIn | Jacqui’s TEDx video | Brain Babel

Colton Mulligan, CEO, FoxFuel Creative

Colton Mulligan, CEO, FoxFuel Creative

FoxFuel Creative produces effective outcomes for brands and people through design, content, and technology. The company helps consumer goods and products, healthcare, music and entertainment, finance, and real estate brands speak genuinely and effectively to their audience.

Their specialties include brand and marketing strategy, consumer insights, content development, creative ideation and execution, advertising concepts, and website development.

At FoxFuel, Colton Mulligan serves as CEO and is responsible for client relationships, guiding the discovery process through brand strategy into early creative concepting.

With 15+ years of branding and marketing experience, Colton has worked to develop brand and marketing strategies for TSA Pre-Check, Hilton Hotels/Home2Suites, Ben Folds, Fiesta Grande, Chip and Joanna Gaines, Pinnacle Bank, HarperCollins, Narus Health, Lifepoint, HCA, and Community Health Systems.

He also speaks at various events on Digital Marketing, Healthcare Marketing, Entrepreneurship, and the relationship between mental health and creativity. He lives in Nashville with his lovely wife Aly, and Goldendoodle JT.

Company website | 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: [00:00:04] 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: [00:00:25] Hi, everyone. Your host, Jamie Gassmann, here. And welcome to this episode of Workplace MVP. According to a recent study performed by Mental Health America, only five percent of employees surveyed indicated that they strongly agree that their employer provides a safe environment for employees who live with mental illness.

Jamie Gassmann: [00:00:44] With the increased availability of workplace resources and tools for ensuring the psychological safety of their employees, along with the increase in conversations globally about reducing the stigma of mental health, particularly in the workplace, this stat seems to indicate that there’s still a level of discomfort with employees being open and honest with their employers about their mental health in a large majority of workplaces.

Jamie Gassmann: [00:01:08] Which leads to the question of how can leaders within organizations help their employees to feel psychologically safe and to create work environments that invite open dialogue about how employees are truly feeling. Are there ways to create an environment that invites vulnerability, creates a feeling of safety for being open and honest with leadership, breaking down those walls of fear that so many employees are likely still having?

Jamie Gassmann: [00:01:33] Well, today, we have two wonderful MVP’s that will share from their perspective, personal experiences and approaches for how organizational leadership can create a psychologically safe work environment. And with that, the benefits it can have on the employee, leader, and organization overall. With us is Colton Mulligan, CEO of FoxFuel Creative, and Jacqui Chew, Entrepreneur and Mental Health Advocate. Welcome to the show, Jacqui and Colton.

Jacqui Chew: [00:02:03] Thanks for having us.

Colton Mulligan: [00:02:04] Glad to be here.

Jamie Gassmann: [00:02:06] So, we’ll start off with our first Workplace MVP, who is Jacqui Chew, Entrepreneur and Mental Health Advocate. Share with us, Jacqui, a bit about your background and how you came to be a mental health advocate.

Jacqui Chew: [00:02:20] Thank you, Jamie, for having me. I have been on this journey since being diagnosed in 2005, it’s been a long time. And so, I was diagnosed at a time where mental health/mental illness was not discussed. There was still a heavy, heavy stigma around it. For the first few years, I’ve lived in silence, and in fear, and in shame with what I had. I was diagnosed with bipolar disorder in 2005.

Jacqui Chew: [00:03:03] And at the time, I owned my own business. I had a marketing consultancy. And my main clientele were and they still are high growth startups that are either angel backed or venture capital backed. And those cultures tend to have a very hard charging, high performance base type culture. And I didn’t realize it at the time, but those are definitely stressors. They are conditions that exacerbate my illness.

Jacqui Chew: [00:03:49] So, today, though, happily after years of psychotherapy and I continue my treatment protocol, I am managing my condition quite a bit better. And here I am.

Jamie Gassmann: [00:04:06] Great. Yeah. Great to hear kind of some personal experience that you’ve worked through. So, from your perspective, taking that personal experience into account, when you look at the stat that only five percent of employees strongly agree that their workplace is a safe environment for those with a mental illness. What are your thoughts on that?

Jacqui Chew: [00:04:27] You know, sadly, the stigma behind mental health and just the dialogue around it, I mean, there’s still such shame. I recently had a conversation, actually, just a-week-and-a-half ago with a young professional who was very concerning. She had an anxiety, she felt anxious, she had already been diagnosed with depression, and she was very, very afraid of losing her job. And there were so many stresses going on with her job that it sort of exacerbated her symptoms and she had no one to talk to.

Jacqui Chew: [00:05:16] And her situation is really very common. It’s still really difficult to talk about, say, your depression, or your bipolar disorder, or your recent manic episode, and how it’s affecting your job to your supervisors, your managers, because there’s this fear that, “Oh, my gosh. I don’t want to tell my manager about it, but yet I know I’m not performing to my usual level. And I know I’m going to be evaluated. My quarterly MBOs are coming up.” And all of this just builds and it’s a cumulative effect that just exacerbates all the symptoms of someone with bipolar disorder or depression.

Jacqui Chew: [00:06:09] And it is very common, unfortunately. And it’s quite unfortunate, with COVID and the isolation that we have all had to go through, of being alone, of being locked down, even for those of us who don’t have a chemical brain imbalance, there are many everyday folks who are being diagnosed with clinical depression. So, this sort of thing is more and more common.

Jacqui Chew: [00:06:46] But, unfortunately, the sense of safety that we can talk about it at work, just as we could talk about our blood pressure or our heart condition, or how we’re doing better now because our blood pressure is better, because we’re taking better care of ourselves, we’re exercising, and so on and so forth. We can talk about that but, yet, we still can’t talk about our mental wellness or the lack thereof. And that’s a real issue.

Jacqui Chew: [00:07:14] And that’s what that five percent statistic is all about, is, there is so much misinformation, disinformation, and misconception around mental illness. And workplaces, I don’t believe are doing enough to bring their managers and their supervisors to detect symptoms or signs of distress in an employee, which is unfortunate.

Jamie Gassmann: [00:07:49] Yeah. And, you know, you bring up a good point about kind of leaders doing enough. And when we connected previously, you mentioned that it was important that leaders educate themselves on mental illness. Can you talk a little bit about how that would be helpful in a work environment? And particularly on some of the things that you brought up, like with rising diagnoses from the COVID, working remote last year, how would that education be able to help these leaders to create more of an open environment for their employees?

Jacqui Chew: [00:08:27] That’s a really good question. I think, you know, this pandemic has really created an interesting dynamic, because depression or diagnosis of depression and anxiety is so widespread now that the managers themselves are being diagnosed. And so, not only are the folks who are individual contributors who may have been diagnosed prior to the pandemic, but the managers who may be fine prior to that, but because of the pandemic – depression being one of the effects or anxiety being one of the after effects of the lockdown – they’re being diagnosed.

Jacqui Chew: [00:09:13] I think that it has increased the sensitivity to want to understand. Because when you are a manager and you are all of a sudden diagnosed with something that you do not have to think about or not have to even be basically be educated on, you, all of a sudden, are faced with a whole range of symptoms yourself and you’re getting the treatment protocols and et cetera, et cetera. And I think that makes you more empathetic to folks at the workplace, to the people that you manage, the people on your team.

Jacqui Chew: [00:09:58] And, I mean, perhaps this is rather Pollyanna-ish of me, but I would hope that this would make leaders, managers, supervisors more empathetic and more sensitive to the signs and the symptoms because they themselves are going through treatment. They themselves are wrestling with the many challenges that come their way as someone who had been diagnosed with depression or bipolar disorder or anxiety disorder.

Jacqui Chew: [00:10:29] So, I truly believe that people in that power dynamic who are themselves going through treatment and are being educated because they have to be are going to be leading the way at work in creating a safer workplace, if you would, for these kinds of issues to be discussed. Just as you would discuss teamwork and team collaboration, you think about your work team is your support team for the project. Well, part of that support system could be key members that are understanding the person who is perhaps not having a good day, not having a good week, and being more empathetic and understanding about that.

Jamie Gassmann: [00:11:27] And I suppose with a leader who has their own diagnosis, they can be a lot more open with their team as well, which can create some of that breakdown, some of that vulnerability, or create that environment to be more vulnerable, and allow people to feel like they can be more open and bring things to their leader that maybe they wouldn’t have before because there’s a level of understanding. Would you agree with that?

Jacqui Chew: [00:11:54] Yes. Absolutely. There’s a heightened awareness, I believe, because more and more people are getting their diagnosis. They’re being diagnosed. And so, that is, certainly, I think, raising the level of conversation around mental illness.

Jamie Gassmann: [00:12:13] So, you also shared in that previous conversation that we had that it was important that a leader not assume that every person with a mood disorder is going to have the same cognitive disability. Can you talk through the impacts that that could have if an employer just assumed that it was like a one size fits all with the diagnosis and why they should be looking at it more kind of on an individual basis?

Jacqui Chew: [00:12:39] Certainly. So, it’s not a project, but we actually know more about space and getting into space or extra space than we know about the way the brain works, unfortunately. Two people could be diagnosed with bipolar disorder – there are two versions, bipolar 1 and bipolar 2. And they could both be diagnosed with bipolar disorder 2, but they could exhibit very, very different symptoms. And the severity could be very, very different as well.

Jacqui Chew: [00:13:29] So, for myself, I am the bipolar 1, that is my diagnosis. But, generally, I’m really high performing. I can perform at a very high level so long as I get my sleep and I am eating well and exercising, I am fine. But then, there are others who have a really tough time managing the symptoms, even with the exercise and the diet and the sleep. And so, it affects people very differently. And, once again, I’m not a doctor, but I do know that this is a chemical imbalance in the brain that causes at least bipolar disorder. And it affects people very differently because everyone’s physiology is just a little different.

Jacqui Chew: [00:14:31] And so, for a manager to assume that, say, if two people on their team have, say, anxiety disorders or depression, that they are going to be the same way, they’re going to have the same symptoms, and such, would just be, really, sort of a bad assumption. And it could lead to very inaccurate type of assessment of a person’s performance, or a person’s behavior, or attitude, or things like that.

Jamie Gassmann: [00:15:07] And we’re talking a lot about, you know, creating that open dialogue and showing that empathy to employees who may have a mental health diagnosis. There’s going to be probably some listeners going, “Yeah. But we can’t ask those questions. We’ve got regulations we have to follow. There’s certain H.R. rules that are applied here. We can’t discuss their medical condition.” So, from your perspective, how can a leader show support for their employee that has been open about their mental illness without violating those H.R. rules and regulations so that they can show that empathy, create that open environment, but do so in a way where they’re not putting that employer at risk?

Jacqui Chew: [00:15:53] Sure. That’s always a tricky scenario. As a manager, what I had done is, when someone is struggling, say, at work, just as a rule of thumb, regardless of their diagnosis, regardless of whether they’ve been diagnosed or they’ve disclosed, I basically say, “Hey, it seems like you’re really having a tough day. How about taking a long weekend?” So, sometimes just being human and being empathetic to someone who’s clearly having a tough day or a tough week, and we all have those regardless of whether we’ve been diagnosed or not. Just letting them know that they’re allowed, that they can take a day off, take a weekend, take a long weekend.

Jacqui Chew: [00:16:59] The other thing is, you know, most companies – the companies that I’ve been a part of – have as part of the healthcare benefits, employees have access to talk therapies as part of the package. And so, for instance, if someone has disclosed that they’ve just lost a close family member, it’s really, really common for someone with a traumatic life experience to experience clinical depression, I mean, that is a trigger or a known trigger. And so, for something like that, I mean, there’s no H.R. rule – you wouldn’t be violating any rule to say, “Hey, we have available this particular benefit. And I just want to make sure that you are aware that it’s available to you should you need it.” And that is a caring and a responsible thing for a leader or a manager to do.

Jamie Gassmann: [00:18:11] And that also is a great way to show that empathy and that support. And through education and understanding, what might be a trigger for that employee helps you to be able to spot that when you need to pull some of those other approaches that could be helpful in that moment without bringing up the actual diagnosis. That’s great feedback and approaches to use.

Jamie Gassmann: [00:18:37] So, looking at your career, what is something that you would say you were just most proud of within your career overall?

Jacqui Chew: [00:18:48] Gosh. Well, apart from the obvious, since I work with startups, it’s always fantastic when the startups that I work with thrive – more than survive but thrive – and they grow and they scale. But, actually, this might sound a little strange, but I am most proud of feeling empowered and strong enough to fire asshole clients. I have no asshole rule – and I’m not sure if I’m supposed to say that on a podcast, but I’m sure y’all can bleep that out.

Jacqui Chew: [00:19:32] But I think drawing boundaries, and having boundaries, and learning to identify as someone with a bipolar disorder diagnosis, working with all kinds of personalities is a trigger. Certain kinds of behaviors are triggers. And certain kinds of situations that these types of personalities tend to create are stressors. And over time, they can bring on some very, very severe episodes for me. And I had that happen. And so, I have essentially a no asshole rule. Whereby, there are certain types of personalities that I will not work with. And if a client exhibits those behaviors and continues to exhibit those behaviors, despite my conversation with them, I just won’t work with them anymore. And I see it as self-preservation.

Jamie Gassmann: [00:20:45] And it probably took you a little bit to get there, but I could see where that could be a really proud moment for yourself to have that empowerment and strength to be able to say what you’re willing to put up with or put yourself through. So, great example. So, if our listeners wanted to connect with you, what is the best way for them to do that?

Jacqui Chew: [00:21:10] So, you can reach me at jacquichew.com, that’s an easy way. And I have started a community driven organization called Brain Babel, B-A-B-E-L. It’s in its infancy. So, I’m on Instagram as Brain Babel, so that is where I’ll be sharing tips and I’ll be sharing the latest research and trends sort of demystified and in layman’s terms for caregivers as well as folks who are dealing with mental illness, and as well as parents who are taking care of children who’ve been diagnosed with a variety of mood disorders.

Jamie Gassmann: [00:22:04] Great. So, we’re now going to move to our next Workplace MVP, so joining us is Colton Mulligan. He’s the CEO of FoxFuel Creative. Colton, can you share a little background with us in how you came to be the CEO of FoxFuel?

Colton Mulligan: [00:22:22] Sure thing. In 2014, I was working at another agency with two people that had basically become my best friends. We looked around and realized there was an opportunity to leave the agency because we were the ones effectively managing half of the agency on the creative services marketing side. So, we went to the owners of the business and we want to buy out our non-compete contracts, start our own agency, and ask some clients to go with us. They said okay, and threw out a number that was way more than the three of us had. So, I took a second mortgage out of my house. I cleaned out my investments. I borrowed money from my grandmother, doctor friend, and dad, and the partners all scraped money together.

Colton Mulligan: [00:23:06] And so, we bought out our contracts, and on January 1st, 2015, we started FoxFuel Creative in my basement. And, yeah, that was the beginning of it. So, I was the CEO and I had two business partners that manage the digital side and then also the creative side of the business. And that same month, I was diagnosed with type 1 bipolar disorder.

Jamie Gassmann: [00:23:27] Was it difficult to get that diagnosis in that first month? Or did it answer questions? Or how did you feel in that moment?

Colton Mulligan: [00:23:41] I mean, it definitely answered a lot of questions. And kind of in my little story there, I skipped past a lot of the events of 2014 that led me to that point. But, yeah, I think it was relieving. Almost exactly one year prior, I’d been diagnosed with generalized anxiety disorder, ADHD, and major depressive disorder. Bipolar is commonly misdiagnosed in the first or second pass. So, it was definitely relieving.

Colton Mulligan: [00:24:06] It was a fun dinner with my two partners when I was like, “Hey, update. I know we just formed an LLC and bought a whole bunch of money and we’re starting this new thing. Update, I’ve got bipolar disorder.” I mean, my two business partners, unbelievably supportive, said, “Hey, you know, understanding the symptoms kind of tracks out with your manic energy and all that stuff.” I was pretty good at hiding the downside. But it’s damn near impossible to hide the upside, the energy, just all the passion that comes with that.

Jamie Gassmann: [00:24:36] And it’s great that they took it very much with open arms and probably helped to answer some questions that they had as well. And just love that support that they provided to you from the story that you’ve told me or that I have seen on some of the documentaries that you’ve done. So, from your perspective, why do so many employees still lack a feeling of psychological safety in their work environment?

Colton Mulligan: [00:25:03] I think it’s probably a couple of factors. Thing one, is probably, like, it’s just awkward for most people. And, you know, we’re not a super corporate environment. But thing two, I would assume that there’s all these gray areas within ADA compliance and H.R. regulations and, “Oh, no. Once they disclosed, is there a whole bunch of new protocols I have to have?” So, I would almost say there’s one, like, the lack of clarity for a lot of professionals in the H.R. space what you’re supposed to do.

Colton Mulligan: [00:25:33] And then, there’s also, like, the personal side of it. It’s just, you know, among just humans in general, it’s a weighty thing a lot of folks just aren’t prepared for. Like, how do I go through that conversation saying something beyond, “Oh, I’m so sorry. Let me know how I can help and I’ll pray for you.” Outside of those two things, most people are just like, “I don’t know what to say.”

Jamie Gassmann: [00:25:55] So, if you were in that situation, like, what would you have them say? From your perspective, like with your two partners, if you could have the ideal response from somebody, what would that sound like?

Colton Mulligan: [00:26:15] I mean, that’s an interesting question and it’s one that I get asked commonly. Like, I wind up doing a lot of coffees and meet ups with folks where they just ask, “Hey, my brother got diagnosed, or I have this employee, or whatever, what should I do?” And there’s an odd way to say it, which is like, if you don’t have a framework or sandbox or an ongoing conversation/relationship with that person where you have regular check ins on headspace or a depth in your relationship, you’re kind of behind the eight ball on that. So, you can start fostering that.

Colton Mulligan: [00:26:49] But like with our employees, I’m in a comfortable space, like, I’ve had employees disclose to me, “Hey, Colton. I want to let you know I’m trying a new antidepressant.” “Hey, I’m going back to my therapist. I haven’t seen him in three years, but I’m going through some stuff personally, et cetera.” Fortunately, we already have a regular cadence and rhythm where as part of our check ins on their career goals and stuff like that. There’s space where they go, “I just want to know, like as you enter this week -” it’s like Monday, Tuesday “- what’s your headspace? Are you a five? Are you an eight? What’s going on?” And that provides the employee the space where like I’m not saying, “Hey, do you have a recent mental health diagnosis? Quick question. Just wanted to throw that out there.”

Colton Mulligan: [00:27:26] But it gives them the opportunity to share what they want, and they don’t have to. I can read between the lines. But I know, hey, there are five this week and that gives me space to I don’t have to ask personal questions, but I can say, “Hey, what do you need from me?” Rather than saying, “Hey, let me know if you need anything.” That’s a really crap answer. A really great answer is, “What do you need from me? Can I be like a support and kind of a listening ear right now? Do you want to talk through some of your brain space? And maybe I can help sort priorities and share from my own experience. Hey, I know when I’m overwhelmed. Or if I feel anxious or if I do whatever, I know and I just speak from personal experience.”

Colton Mulligan: [00:28:04] Sometimes if I just talk through what I got to do the day or this week, I can kind of figure out what’s important and what I should focus on, you know. And, normally, I can try and share in that way. It’s not always perfect. But for me, personally, I love it when somebody gives me the options, “Do you need advice right now? I’m happy to help. But likewise, I can be a sounding board.” Or, “Let’s just sort through what you got going on.” I love that.

Jamie Gassmann: [00:28:26] Yeah. A little bit more, probably, natural feeling and kind of true response in that regard as opposed to just kind of, “Oh, can I help you with something or let me know?” I think it’s probably like a default maybe that they don’t know what to say, so they go to that.

Jamie Gassmann: [00:28:43] So, at FoxFuel – and you were kind of getting to this, too – you have a great approach to ensuring that your employees feel psychologically safe. Can you share how you have created a culture that welcomes vulnerability and openness? And I know you kind of touched on it a little bit, but you have, like, a specific meeting that you’re doing with your team and individuals each week and doing different approaches. So, can you kind of dive into that a little bit and share kind of some of those approaches that you’ve done?

Colton Mulligan: [00:29:13] One hundred percent. I just feel the need to disclose upfront, I am not an H.R. professional. And don’t get me wrong, there are probably past employees or people, like, “Colton was terrible at this. I can’t believe you’re talking about culture.” I like to think that over time we’ve cultivated, it’s by no means perfect.

Colton Mulligan: [00:29:29] But at least I feel better when I explain this by talking about the fact that we’ve been around seven years, and in year four, maybe five, our longest running employee that have been with us from the beginning, like, we were on a road trip and we were talking about something that came up. She was like, “You’re a really crap manager.” And she was great. She was just like, “I’ve been looking for a mentor and I had all the stuff. And you were clear that you don’t like to micromanage or manage. You just want to lead, which was great for a while, but like, we need more.”

Colton Mulligan: [00:29:57] And so, then from that, we went to StrengthsFinder conferences and I read The One Minute Manager and It’s The Manager from StrengthsFinder and Gallup and all them. And we went to emotional intelligence workshops and we had a consultant come through, so all of that. And then, I would find the threads that I noticed a lot of different areas picked up on. And one of those was a very personal check in that went hand in hand with the other times you check in with employees.

Colton Mulligan: [00:30:26] And so, as part of that, a regular cadence we have now that, at least, I think it bears fruit. Every Tuesday with my team, we manage accounts and we would normally say, “Hey, what are you looking at this week? What do you need to prioritize, like professional things?” And then, there’s always a question in there that said, “Hey, you know, how ever much you want to share with your headspace, what’s going on with you now?” And that has created a space that has helped me, I like to think, as a manager because someone can say, “I had a really rough conversation with my mom this weekend and I do not feel real confident just being honest going into this week.”

Colton Mulligan: [00:31:02] And that would let me take pause throughout the week if we left a client meeting, or there was feedback I had to share, or I realized, “Man, this person needs a win.” And I’m not always great about praising folks. And so, that would always give me a prompt, it’s like, “This week I’ve got to look for something to let a Cathy or a Lauren, you know, let them really feel accomplished and celebrated by the team.” I’m making up these names real quick because I want to scrub it. So, we’ve never employed a Cathy, but I’m just throwing these things out there.

Jamie Gassmann: [00:31:32] And I love your share of that, which is why I brought it up, because I think you touched on a little bit of what Jacqui was sharing earlier in the show about the human side of that employee leader relationship. You know, you’re really getting to know those employees at a level that they feel comfortable being able to come to you with what they might be going through and vice versa. You’re able to pick up on maybe some of those cues. I think it was just such a great example of just a tactic that’s clearly worked for you in your leadership style.

Jamie Gassmann: [00:32:06] And so, we talked a little bit about the focus internally on supporting employee wellbeing and trying to, you know, be aware of when they might need that when or when they might need that little bit of extra support. You also shared an example where FoxFuel helped its clients to do the same, I think it was regarding over the last year with COVID. Can you share that example with the audience about what you did and kind of some of the unique approaches that you took that kind of bared fruit for them?

Colton Mulligan: [00:32:43] We have a healthcare client across, basically, 22 counties. They’ve got 10,000 or 11,000 employees. They’ve got ten hospitals. And when COVID hit, you can imagine how slammed all these hospitals were. You’re terrified. You have no idea how deadly this disease is. Yet they’ve got to show up to work. They’ve got to wear all this new equipment. There are pieces of their facility that are locked down and taped over with plaster. It was terrifying. And on top of that, you have a staffing shortage, and those that are showing up are overworked, they’re working a long time. Like, you want to talk about an incredibly negative impact on culture. And then, you know, with the economy tanks and people are then worried about their jobs. And this company did so much to try and help.

Colton Mulligan: [00:33:36] So, during that time, what was great, we’d spun up a video series because a lot of these employees don’t check email, et cetera. But we tried to make a really accessible way where every week we would release one of two kinds of videos. One, a video from leadership. So, from the CEO that was looking and speaking directly to all of his employees, not with, like, platitudes, but just saying, “I appreciate you. I appreciate the effort that you’re putting in.” And we would get him on the video to name specific things, “I know at home, you’re dealing with kids trying to do, you know, virtual learning. And I know that it’s scary.” And I think he was just very honest in just saying, “I appreciate so much what you’re doing in the impact on patients.”

Colton Mulligan: [00:34:27] So, we did that and we would produce these videos, put them out via email, put them on Facebook, all that stuff. And then, likewise, just inspiring stories. So, we would come through and don all the PPE equipment. And I would interview folks off camera and we would try to highlight the inspiring stories of what was going on. So, folks of, like, excellent care that was happening, people that had best friends on their team that they still got to show up to work with. So, I don’t like to think that it was silver lining everything. It was just reminders of what you do matters and hearing from leadership that I appreciate what you’re doing and what you’re going through.

Jamie Gassmann: [00:35:03] Yeah. It’s a great example. And sometimes those little reminders can go such a long way. So, in your opinion, what are some ways that organizations can better connect with their employees? And are there some out of the box or alternative approaches you feel can make a difference in helping to better connect with employees? Because you mentioned email, that is tough, I think, in any organization. If you think of the mass amount of email that most employees get, you know, there’s got to be different approaches that a leader can consider when trying to get important communication. Like, “Here’s where support is accessible to you.” Or, you know, “Here’s a quick update on how this person did this really well.” But just that other ways of being able to connect.

Colton Mulligan: [00:35:49] People connect via story, that’s something true long before companies and technology and all the stuff, right? And that’s what FoxFuel tries to lean into with our clients or whatever. Hey, there’s email, but, now more than ever with our clients, I try to focus on the fact that story is your driver. And whether you are trying to get your employee to feel something or your prospect or client or whatever it is, I now don’t think of email or Facebook or anything as the solution. I think of it is like the medium or the conduit where you can take these stories. So, whether they’re written stories or whatever, and we’re pushing video just because it’s accessible. By and large in any community you’re in now, you got your phone, you’re surrounded by screens.

Colton Mulligan: [00:36:33] So, if you can move to video, you can tell someone a story that will actually move them with everything that you can do there in two to three minutes versus a five page blog. And it’s very accessible. And like what you guys are doing here with podcasts and stuff, making it accessible where it doesn’t interrupt their day. So, that’s thing one that I would say things that folks can do.

Colton Mulligan: [00:36:55] And then, the second thing is a much longer burn, but it’s just investing, I think, in the management styles of your folks. The leaders are the ones that really hold the power at signaling what is psychologically safe. And so, for me, I like to think that our team feels more comfortable when they hear me say, “It’s a five. And I’m not going to go into it, but, you know, I had this fight or this incident.” Or, “I had this thing.” Or, “I’m low energy this week.” And things like that signal that it’s A-OK for you to share the same, thing one, encouraging folks to do that.

Colton Mulligan: [00:37:33] And then, thing two, is just equipping everybody with common language, I think. So, we’ve used all kinds of stuff. But, you know, the common language that we’ve used is things like radical candor or letting people use an Enneagram or StrengthFinder or Myers-Briggs. All of that just gives people common language where they can admit, “Hey, one of my strengths is not presenting. One of my strengths is not working in data.” And then, it gives people some more psychological safety that they can own what they’re bad at and then share that with a manager, so they don’t have to pretend to be a jack of all trades without a weakness. And displaying and naming weakness is like the definition of vulnerability, which creates psychological safety.

Jamie Gassmann: [00:38:20] Great. And so, similar to what I asked Jacqui, what is something that when you look at your career, what are you most proud of?

Colton Mulligan: [00:38:34] I’ll try to rattle off because Jacqui gave a great answer and I loved it. And so, I didn’t want to, like, say, “Yeah. Me too.” But to go through some real quick because I’m trying to think about this, but we just had most recently a recent thing, like, we had an employee that just left because, you know, she’s ready for the next chapter in her career and we’re excited for her. And when she left, she cried in telling clients in meetings about it. She cried in her exit interview and all that stuff. Because what she wants to do professionally is great and managing teams like that. Like, FoxFuel kind of has an intentional angle to stay a small entrepreneurial group of 9, 10, 11 folks.

Colton Mulligan: [00:39:14] But what was great was in the exit interview and some words that we exchanged via email, et cetera, she talked about she went through a rough time in her life and she said, “I came in and I am leaving FoxFuel an entirely different person, how confident I am, my approach to life, my approach to relationships, standing up for myself.” To me, there’s a lot of stuff you can look back.

Colton Mulligan: [00:39:34] But when I think about the kinds of impact that we have on folks, I like the idea that people won’t say, “Oh, yeah. I was an AE at FoxFuel and then I did this.” But on the inside, I love to think that we have folks come through our doors that may be with us for a couple of years or however long – you know, don’t get me wrong, you got your ups and downs. And I’m far from a perfect manager. I’m probably a crap manager on some days – that someone that leaves overall and says, “Man, it was a time where I felt supported and I grew personally in that time,” that means the world to me.

Jamie Gassmann: [00:40:08] That’s a great example. It’s always great that you know that you had that positive mark on somebody’s life and career. So, if our listeners wanted to connect with you, what’s the best way for them to do that?

Colton Mulligan: [00:40:20] You can email me, colton@foxfuelcreative.com, or hit me up on LinkedIn, or whatever. Or if you go to our website, foxfuelcreative.com, there’s a thing that’s going to pop up and say, “Hey, quit snooping. Grab drinks with Colton,” or something like that. So, yeah, any of those.

Jamie Gassmann: [00:40:35] Great. So, now, we’re going to hear 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 wellbeing and performance in the face of an ever changing and often unpredictable world. Learn more about how R3 Continuum can tailor a solution for your organization’s unique challenges by visiting our r3c.com today.

Jamie Gassmann: [00:41:06] So, now, I’m going to bring both of our MVP’s together and ask some questions to the both of you. So, the first question is, how can leaders create a work environment that is psychologically safe? Now, I know you both have touched on a few different components of that. But if there was one particular way, what would you say? And let’s go ahead and start with you, Colton.

Colton Mulligan: [00:41:31] I’d go back to what I said before, hands down, leaders can find spaces to (A) make it clear that they can share their vulnerabilities and share their headspace. And then, (2) create the regular rhythm of an ongoing conversation. Not like, “Hey, can I check in on your mental health diagnosis.” But instead, “Hey, can you share with me, like, what’s your headspace like this week? How confident do you feel? I’d love to talk about that to see how I can support you.”

Jamie Gassmann: [00:41:58] Perfect. And how about you, Jacqui?

Jacqui Chew: [00:42:00] Sure. There are, believe it or not, H.R. modules now, where – and I’m forgetting the name of it, gosh – basically, it incorporates this sentiment aspect of performance of work, sort of a touch base, if you would. And so, I agree with Colton this idea of a cadence, so that if you’ve established a cadence of meetings where the discussion is around the work as well as sentiment, so, how are you feeling, how are you feeling about work, about your work, it’s more accessible than, to Colton’s point, “how’s your mental health”.

Jacqui Chew: [00:42:56] And so, there are actually sort of like – gosh, I forget. Gosh. I was actually a part of an organization that had this that was quite interesting because it was a weekly check in. And as a manager, we check in with each member of my team every week where, as part, they would complete a module or web module that basically says what their five priorities were or their four priorities were for the week, how they felt about themselves and their priorities. And then, we would talk about it.

Jacqui Chew: [00:43:37] So, there was this confluence of the work as well as the self. And I thought that was really helpful and useful to them because, say, if they had a bad week, they could talk about it from the perspective of these were things that I didn’t think that I felt that I did very well at all. I had a couple of nights where my baby was crying or kept me up all night or whatever. So, it just allowed for more human conversation to happen in a corporate environment.

Jacqui Chew: [00:44:19] Now, Colton, your wonderful because you have a workplace that is accessible, it’s friendly, it’s safe. In a large organization of even 50 or 100 people, when you start having department heads and when there is a talent organization, when there’s an employee handbook – that’s basically my litmus test. When a company has an employee handbook, then, I think, that managing and leading becomes a little less human and a little more robotic. But it doesn’t have to be so. And I think and I hope that we will, as a workplace, as businesses, be more like yours, Colton, than the large sort of thousand person corporations that are out there.

Colton Mulligan: [00:45:22] Thank you very much. That’s very sweet. I don’t know that all my employees would say that, but I like to think so. So, that’s great.

Jamie Gassmann: [00:45:31] So, looking at these employers and kind of to your point, it’s almost like what you’re saying, Jacqui, when the employer gets a little bit bigger, they almost have to be more intentional about making that a cultural priority with their organization. As opposed to, you know, like it has to be kind of embedded in their handbook of how they’re going to approach that.

Jamie Gassmann: [00:45:53] So, if you were looking at employers, what do you want them to know when it comes to mental health with their employees? Like, what would be kind of, you know, the message you would want them to be aware of? If they haven’t educated themselves, if they’re being told by an employee they have this diagnosis, what message would you send to them?

Jacqui Chew: [00:46:15] Gosh. Be less afraid of litigation and more concerned about the person. I didn’t mean to rhyme, that was not intentional. But large companies, they’re about risk mitigation. I mean, I hate to say this, but every H.R. department that I’ve come into contact with has been about risk mitigation, and liability, and managing liability. At the end of the day, we are people, we are humans. And if we led and managed by just being human with compassion and empathy, I truly believe that those activities, those behaviors will naturally fall into place. It’s the humane thing to do.

Jacqui Chew: [00:47:15] If you see someone in distress, what do you do? You want to help. What makes being at the workplace any different? Well, it’s the fear of a lawsuit. So, I truly believe that if corporations can slowly retreat from this fear of litigation mindset and more of a compassion mindset of a positive versus subtractive mindset, I think we we will see more healthy workplaces. We will see healthier employees all around.

Jamie Gassmann: [00:47:55] How about you, Colton?

Colton Mulligan: [00:47:58] I’d lean into one of the things that Jacqui said, I would say a very clear and intentional investment into emotional intelligence, that umbrella. She used the word empathy, which, to me, is the largest thing more than finding just the right curriculum or mental health check in, et cetera. Investing in that at the individual level is the ongoing effort to keep finding the resources and things and spot the small elements.

Colton Mulligan: [00:48:24] To give an example, I spun up a small group that I ran for seven years on mental health where folks would get together. And there were ridiculous things I realized now that H.R. was rolling out all these wellness programs and things. And I realized that for those with eating disorders, all of the wellness campaigns right now that healthcare companies push that do weight loss challenges and stuff, are ridiculously triggering. Where you manage as a team, and you’re losing weight and pounds, and the language, and the things that are celebrated, there’s no real clear curriculum that would do that. That’s a checklist.

Colton Mulligan: [00:48:56] The biggest thing is if you invest in emotional intelligence, your team and your folks, it’s the ability to dynamically look at things in an ongoing way and exercise a greater degree of empathy, which, to me, is the solve more so than a book everybody reads together, whatever. It’s a continual emotional intelligence improvement.

Jamie Gassmann: [00:49:16] Those are both great points. I hadn’t even thought about that with the weight loss challenge, and you see that quite often, especially after The Biggest Loser came out. The biggest loser challenge is everywhere. That’s very interesting.

Jacqui Chew: [00:49:27] Sorry, Jamie. I do want to add – I completely forgot and they’re so important – there’s another whole group of people or population, they would be Founders of Color. So, startup Founders of Color faced a whole new layer of stressors, especially when they are raising funds. There was trauma for Founders of Color when they’re raising funds. This may not be the case this year or the last, maybe, two years, but I can tell you, so we have a startup circle, sort of a wellness circle where founders – primarily Founders of Color – would come together to talk about more of their personal and health issues.

Jacqui Chew: [00:50:26] But what services often is, it’s the microaggressions that happen on a daily basis when they’re raising funds from primarily non-person-of-color venture capitalists. And the questions are different, the tone is different, the assumptions that these venture capitalists make are different.

Jacqui Chew: [00:51:03] I’ll give you an example. There is this now prominent African-American female founder of a startup that also has a social group, social good sort of mission. And one of her investors actually said to her thinking that he was being so nice, he said, “Wow. I’m really glad I listened to my wife who suggested that I invested in your startup to ensure that we were being inclusive. I’m so glad that your startup is doing so well and I just wasn’t expecting the return.” I’m paraphrasing. But that is the microaggression and it caused her to doubt herself. Like, “Did my startup get funded because it was a good idea and we have a strong team and there’s a business here? Or did we get funded because I’m Black?” And so, that’s the good story.

Jacqui Chew: [00:52:19] But the bad story, this happened at TechCrunch. TechCrunch, they used to have twice a year this huge confab where they would have a startup alley of sorts. And the founders, a whole bunch of Black founders that I know of who’s ever been to those wherein the investors were primarily non-African-American, non-persons-of-color would actually physically avoid the booths of this Founders of Color. And there’s no reason for this, except for it is pure discrimination and this is what they have to deal with.

Jacqui Chew: [00:53:08] So, we, in these conversations in the support circles – we call them – I mean, these are the additional stressors that Founders of Color go through that are quite different. And to exacerbate the issue there, the percentage of psychologists/psychiatrists who look like them, a very small percentage, which is difficult as well. So, that is one of those little known challenges and issues that still plague sort of the mental health specter and category.

Jamie Gassmann: [00:53:49] So, it sounds like there could be a lot of different kind of triggering events and different things that might lead to some of those mental health concerns in all varieties of different businesses, whether startup or – it’s a very interesting point.

Jamie Gassmann: [00:54:04] So, if you were going to leave one advice on the table for a leader who’s listened to this podcast that you want them to just take with them – and if they do something with it, fantastic – but if there’s just one thing that you could leave that would help to make a difference in their work environment – and we’ll start with Colton – what would that be? What would that one piece of advice that you want to leave to that leader?

Colton Mulligan: [00:54:30] No pressure, right? What’s the one way to improve mental health in your thousand person organization? I am torn between, like, the one that’s really tactical and easy is, just go create your cost center line item, whatever for emotional intelligence training, is thing one. The other thing that’s harder is, just the idea of encouraging vulnerability between your leaders and those that they’re supporting.

Jamie Gassmann: [00:55:02] Great. And how about you, Jacqui, if there was one piece of advice?

Jacqui Chew: [00:55:06] Sure. It was a thing that I had my husband do. So, I figured if it’s good enough for him, it’s good enough for the rest of us. Pick up Mental Health for Dummies, the book. Get educated.

Jamie Gassmann: [00:55:23] Yeah. Get educated. I love it. So, thank you both for being on the show, for sharing your personal experiences, sharing approaches you’ve used, your expertise around this topic, and for letting us celebrate you by being on the show. And we really appreciate the advice and suggestions you left the listeners. We appreciate you, and I’m sure your organizations, and staff, and co-workers, and friends, and everyone else involved into your lives do, too.

Jamie Gassmann: [00:55:55] 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 you get our most recent episodes and other resources. You can also follow our show on LinkedIn, Facebook, and Twitter at Workplace MVP. If you are a workplace MVP or know someone who is, we want to know, email us at info@workplace-mvp.com. Thank you all for joining us and have a great rest of your day.

 

Tagged With: Bipolar disorder, Brain Babel, Colton Mulligan, FoxFuel Creative, iFusion, jacqui chew, Jamie Gassmann, mental health, Nashville, R3 Continuum, TEDxAtlanta, workplace mental health, Workplace MVP

Developing Resilience: How to Bounce Back from Challenges and Changes – An Interview with Dr. Farideh Bagne, Magnolia By The Lakes

July 14, 2021 by John Ray

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Inspiring Women PodCast with Betty Collins
Developing Resilience: How to Bounce Back from Challenges and Changes - An Interview with Dr. Farideh Bagne, Magnolia By The Lakes
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Developing Resilience – How to Bounce Back from Challenges and Changes, An Interview with Dr. Farideh Bagne, Magnolia By The Lakes (Inspiring Women, Episode 34)

After successfully selling the largest privately-owned conglomerate of cancer centers in the United States, Dr. Farideh Bagne wasn’t done. In this interview with host Betty Collins, Dr. Bagne discussed a unique senior living concept she has developed: a winterless senior resort complex for states with harsh winter. Dr. Bagne discussed the challenges she has faced and overcome in her entrepreneurial journey, balancing life as a business owner and mother, and much more. Inspiring Women is presented by Brady Ware & Company.

Betty’s Show Notes

I speak with Farideh R. Bagne, Ph.D.,JD. She’s one of the most brilliant, successful and hardworking people that I’ve ever met. She has an amazing story, with some great insight on resilience. And she’s built this really cool bridge at Magnolia by the Lakes, the gold standard of senior living, a luxury Independent and Assisted Senior Village on the shores of Cass Lake, overlooking Sylvan Lakes in Oakland County Michigan. I think you’re going to want to hear about the story about this for sure.

As Dr. Bagne states…

You know that thing when you look challenge in the eye and you don’t blink and you even have a smile on your face. That’s what we’re going to talk about. So don’t miss out. My advice to you again is, number one, belief in yourself and do not have a defeatist attitude. Always remember that race, national origin, gender had nothing to do with business, science, medicine or whatever endeavor you are planning to do. It is not what others think of you. It is what you think of yourself. And with that attitude, believe that you should have that axiom of your life that truly everything happens for the best. And at the moment that disaster happens. You don’t know what the best is, but believe that somehow it will be and will become one of the best events of your life unless you follow these three acts and you’ll really become successful throughout your life.

Coming up on July 30th is the 7th annual Brady Ware Women’s Leadership Conference.  Each year, 100% of the proceeds go to support women initiatives through non profit organizations within Ohio. This year our supporting non profits are the Better Business Bureau and the Women’s Small Business Accelerator.

Many months ago when we began planning for this year’s conference, we felt it best to err on the side of safety, so this year’s conference will be held virtually. While this may not be the most ideal situation, it does allow for us to offer participants speakers that are nationally recognized as well as locally recognized women leaders.

We’re excited to be able to present keynote speaker, Peggy Klaus, author of ‘Brag! How to toot your own horn without blowing it’. We’ll start the morning with a lively discussion with a panel of women business owners and leaders.

And to add to the excitement of the day, you’ll be able to network, visit exhibitor tables and win wonderful prizes throughout the day!

I would like to personally invite you to join us on July 30th. Just go to Columbus Women’s Leadership and complete a simple form. We’ll do all the rest!

Don’t miss this opportunity to expand your knowledge! Register now!

Hope to see you there!

This is THE podcast that advances women toward economic, social and political achievement. Hosted by Betty Collins, CPA, and Director at Brady Ware and Company. Betty also serves as the Committee Chair for Empowering Women, and Director of the Brady Ware Women Initiative. Each episode is presented by Brady Ware and Company, committed to empowering women to go their distance in the workplace and at home.

For more information, go to the Resources page at Brady Ware and Company.

Remember to follow this podcast on Apple Podcasts and Google Podcasts.  And forward our podcast along to other Inspiring Women in your life.

TRANSCRIPT

[00:00:00] Betty Collins
So, today, we’re going to talk about developing resilience. And developing resilience, how do you bounce back from challenges and change? And my guest today is very familiar with this topic. She had to live it to have the success that she has. So, developing resilience is key to having success in your life at all levels in circumstances. For me, personally, resilience is the ability to recover from those difficulties and those everyday life challenges.

[00:00:32] Betty Collins
Certainly, 2020 was that, and 2021 is going to be probably that. But prior to 2020 and after, it will still be needed, because life isn’t a matter of if, it’s a matter of when. So, resilience, to me, when I try to define it, is looking at challenges in the eye and not blinking. But some days, it takes everything you have to not blink. It depends on how bad you want to overcome the challenge. And are you willing to look at that challenge in the eye and not blink?

[00:01:02] Betty Collins
It’s very hard to do, right? But this is my life every day as a leader, whether I’m doing accounting or podcasting or whatever it is. But what makes you a leader is that people will follow. So, they need leaders in people in business. You need to be resilient and completely confident in it. And by the way, when you can blink with a smile on your face, it’s even better. So, let me encourage you to be resilient for something that’s worth it, that’s impactful and it makes a difference.

[00:01:32] Betty Collins
Too many times, we’re resilient, giving it all for nothing. Instead, be resilient for a world who need you, like your family, your business, partners, your employees or causes. So, today, this is a first. The podcast is going to be sponsored by ICS Tax, and I’m honored- I’ll start that over. And I’m very honored to introduce to you, Michelle Mackerdichian of ICS Tax. We partner together on all kinds of issues. There’s a lot of aspects to tax.

[00:02:07] Betty Collins
And so, they do some things that are very unique and very good, and they do a fantastic job. And it’s been great to work with the firm, especially her. From the beginning of knowing her, it was really more than business. We just have similar personalities and we’re interested- just connected in the same things. And it was not long after knowing Michelle, that she talked about our guests with such awe. So, Michelle, tell us a little bit about ICS Tax and then introduce our special guest, who will tell her story.

[00:02:42] Michelle Mackerdichian
Thank you so much, Betty, for the beautiful introduction. You are an inspiration for all women, and it has been an absolute pleasure working with you and your team ay Brady Ware. ICS Tax is a specialty tax consulting firm that provides innovative tax planning strategies. We collaborate with tax payers and their tax professionals to identify credits and incentives that reduce tax liabilities and increase profitability. Our services include cost aggregation studies, mixed asset reviews, R&D tax credit and green building tax incentives.

[00:03:16] Michelle Mackerdichian
We serve business owners in numerous industries, including construction and real estate, manufacturing, hotels and lodging, retail and numerous others. Our team brings decades of combined industry experience, assuring great depth of knowledge and expertise. We have offices across the nation with two in Ohio. I work in our Columbus office and our president, Alex Bagne, office is in Cleveland. Today, Betty Collins will be interviewing our president’s mother, Dr. Bagne, who is someone all of us here at ICS have the greatest admiration and respect for. Dr. Farideh R. Bagne is one of the most brilliant, successful and hardworking people I know.

[00:04:00] Michelle Mackerdichian
She founded and operated the largest, privately-owned conglomerate of cancer centers in the United States, which included seven radiation oncology centers in Oakland, McCombe, and throughout counties in Michigan. Ditched into radiation oncology, Dr. Bagne also owned and operated gynecological, oncology surgery, internal medicine and medical oncology clinics. She is indeed a true visionary. After selling all of the medical centers to Century 21st Oncology, a publicly-traded company, Dr. Bagne created a unique concept in senior living, a winterless senior resort complex for states with harsh winter.

[00:04:43] Michelle Mackerdichian
Dr. Bagne’s background is just as impressive. She received her bachelor’s degree with high honors in physics and mathematics at Michigan State University and her Master’s and Doctorate degrees in nuclear physics from the University of Pennsylvania. Dr. Bagne was the first and only female recipient of the National Institute of Health Scholarship in radiological [INAUDIBLE] University. She also has a law degree with magna cum laude from Wayne State University, and is a licensed attorney in the state of Michigan.

[00:05:16] Michelle Mackerdichian
She has been a professor at Duke Medical Center, Dartmouth Medical School, Medical College of Ohio and Wayne State Medical School. Not only is Dr. Bagne highly accomplished and successful, she has a wonderful and close-knit family; two sons, two daughters-in-law and seven grandchildren, whom she is extremely proud of.

[00:05:34] Betty Collins
Thank you, Michelle, and most certainly, thank you and welcome, Dr. Bagne. It’s such a pleasure to have you in here. Going to hear your story, get some perspective and certainly, tie developing resilience. How does it fit into all this? I’m pretty sure that resilience is in your DNA, so let’s get started. So first again, welcome. Could you tell our audience a little background about you and your education, your degrees, family, a simple overview of your career?

[00:06:06] Farideh Bagne
First of all, Betty and Michelle, thank you for inviting me to participate in your wonderful podcast. And I’m truly honored to be on this program. I will be happy to respond to any questions you have and also, go over my past career, present career, as well as my educational background. I received in my bachelor’s degree in two years from Michigan State University and followed that by a Master’s degree and Ph.D. through a scholarship. And after that, it is rather a funny story.

[00:06:53] Farideh Bagne
I was at the University of Pennsylvania Physics Department. It’s a very large physics department, and I was the only female and my first name is not really masculine or feminine. Farideh could be either one because it’s a sort of unfamiliar name. And when I applied to NIH- actually, the chairman of the department applied for me. They didn’t know I was a female, so they accepted me as the first recipient and they were very surprised when they found out that I was a female.

[00:07:33] Farideh Bagne
And so, I got my Ph.D. and I received my scholarship and did my residency at Thomas Jefferson University. And then I started my career at Dartmouth Medical School and I became the director there. And after that, I went to Duke University and did the same. Now, you may wonder why I received also, a law degree and why I’m a licensed attorney. Well, what happened was that after I was about 32, 33 years old and I was a full professor at the Medical College of Ohio, and I felt I couldn’t go any further.

[00:08:27] Farideh Bagne
So, what should I be doing? And at that time, I was the acting director of the therapeutic radiology department at the medical college, and a priest came home, we had treated for cancer, and he asked to meet with me. And I met with him and he said, “I’m a poor priest. I don’t have that much money. You’ve done an excellent job. Because of my birthday, my family and my parishioners have given me $300. And I would like to give this to you, to the department, to medical college and the hospital, and I would like to have- for you to buy a large crystal ball and then routinely fill it up with candies.”

[00:09:24] Farideh Bagne
Now, at the time, at the hospital, there would not be any coffee, any candy, cookies, anything, for cancer patients or for the loved ones that would bring them. And so, he thought that that would be a good idea. So, I took his check, went to meet with the president of the hospital and explained to him. And he looked at me and said, “What? We’re not going to spend money on candies and cookies for people.” But he did take the check.

[00:10:02] Farideh Bagne
So, at that time, I decided that really working in the academics is not what I want to do. And at that point, I decided to go to law school. And so, during daytime I worked at my routine job and at night, I would go to law school at Wayne State University, and that’s how I got my law degree. And also then, I passed the bar exam, and I have been a licensed attorney ever since.

[00:10:42] Betty Collins
Wow, what a background. My goodness. And I’m glad that you could have some insight to say, “I’m not going to do this because you can’t even buy candy and cookies for people- someone asking and sacrificing and giving us money for that.” I’m glad you saw bigger than that but … What an impressive background and education. I’m a little overwhelmed. In reading about you, you’ve been a business owner and built a very successful businesses. In fact, more than one. But you also have a wonderful family as I’ve met your son. How did you manage family and careers, without sacrificing either?

[00:11:25] Farideh Bagne
Well, this is very interesting because when I started going to law school, both my sons were teenagers. And first of all, I asked their permission to go to law school and they both said, “That’s okay.” And every time I went to law school, I learned something. Obviously, being in physics and mathematics and sciences, I had no idea about the law. And so, everything I learned was interesting to me. So, when I would come home, I would sit down and tell them about what I’d learned and discussed it with my sons.

[00:12:14] Farideh Bagne
And the interesting part is that both of them have gone and have gotten their law degrees, and they both are licensed attorneys. But it’s not so much the time you spend with your children, it is the quality that you spend with them and the quality of time you give them and the respect that they give to your kids. And whatever I always did, I asked permission from my kids to make sure that it was okay with them.

[00:12:55] Farideh Bagne
And that respect and that feeling of importance made them part of the whole success of me, and just as much as I am proud of their success, they are proud of my success. And that is what I would like to instill in the young mothers and young fathers, for that matter, that respect your kids and don’t treat them as little pets. Treat them as little adults and always get permission with them, discuss what you’re doing and listen to what they have to say.

[00:13:41] Betty Collins
That is phenomenal advice. And that’s a great way, I guess, of how you did balance all of that going on. And the fact that they both became attorneys, that’s pretty cool show that you had a lot of influence and a great relationship over the years, as you guys shared in all of that. So, that’s phenomenal. You started cancer centers. What motivated you to do that? And how did resilience play a role in that?

[00:14:12] Farideh Bagne
Well, the resilience is very important in this case because I live in, and I still do, in Michigan and I was the director at Medical College of Ohio, which is in Toledo, Ohio. So, every day, I had to travel back and forth and then at night, I would be going to law school. And the resilience was that every time I would become tired or discouraged or felt like there was too much pressure on me, I always looked forward.

[00:14:57] Farideh Bagne
In other words, I always look at any obstacle in life as a temporary obstacle that you jump over it. You go through it and you don’t let it block your progress towards the future. And I had a lot of those, first of all, having two teenagers at home. And we always had homemade food, so I had to cook during the weekend and make sure that we always had fresh fruit and fresh food and never buy frozen dinners. At the same time, making sure that I am there at 7:30 in the morning at my work, because the president of the hospital had a rule that you had to live in Ohio in order to practice and to actually work at the medical college.

[00:16:06] Farideh Bagne
And I didn’t want to move to Toledo, so I explained to him what I was doing and he said, “If you’re late one time, then you have to move to Toledo.” So, that was our bet. And regardless of how bad the weather was or what was going on, I was the first person that would be in the conference room. Every morning, we had a patient review conference. I was there before anybody else, just to make sure that I could live in Michigan and I could have my sons go to the schools they had been going all along.

[00:16:51] Betty Collins
Well, that takes a lot of resilience for certain, as I’m just hearing you. You played a role in these cancer centers. You played a role in building businesses, raising kids and on your terms of, “I’m going to live in Michigan.” But you were there and on time, so they never had a reason to to back you in a corner, I guess. That’s awesome. So, you had your cancer centers and you sold them. And then what- but then you started a very unique senior community after you sold your practices. Again, how did resilience play a role in your starting something all over again when really, you probably could be spending a lot of time on a beach, you know?

[00:17:34] Farideh Bagne
Yes. Well, what happened was that when I sold my cancer centers and all my practice in 2007, it was end of 2007, they had a non- compete agreement with me that I could not practice, I could not own, I could not operate, I could not be on the board. I had- I could not have anything to do with any field of medicine. The only thing I could do was to be a consultant for them. And here I was, trying to figure out, what am I going to do with the rest of my life.

[00:18:17] Farideh Bagne
Yes, I had plenty of money, but what am I going to be doing? And at the time, my sons were gone, they had their own life. And I guess all my life, I had worked, I had gone to school, I had 12 to 16 hours a day doing something else. What was I going to do? So, I decided, well, during the time that I had my cancer centers, I came to respect and love seniors a great deal, particularly for their patience, for their experience and for somewhat, their innocence, compared to the younger people that look at others with a lot of suspicion and- it’s a different world.

[00:19:15] Farideh Bagne
And so, I thought, “Well, if I can’t do anything in medicine, nobody prohibits me from having a senior facility. And that’s when, this was again, in 2007, I started looking around and at first, I started in Michigan. And the standard I had set for myself was I would want to create a place that I, myself, would go. Just the same way that when I started the cancer centers, at the time, there were only two types of cancer centers.

[00:20:02] Farideh Bagne
One were the hospitals that had their radiation therapy in the basement of the hospital, next to the morgue, next to the kitchen or they used little cobalt machines in a tiny little clinics. And at the time, I decided that, I don’t want to have either one of these. I want to create something new to bring in the medical school experience, quality assurance and knowledge of the staff, and combine it with the ease of having a clinic which has windows and doors, and you can park right in front. And that’s how I started building freestanding clinics.

[00:20:48] Farideh Bagne
And now, if you go anywhere, you will see that hospitals all have freestanding cancer centers. They no longer have them in the basement. They no longer have these little cobalt machines. They all have very sophisticated linear accelerators and they all are in freestanding, beautiful clinics. And so, I thought the same thing about the- any incentives that I wanted to have somewhere that if I had to go, I would feel good about it. So, I started in Michigan and I didn’t like anything that I saw here.

[00:21:31] Farideh Bagne
And also at the time, I was, as I mentioned, a consultant for 21st Century Oncology and their headquarters in Fort Myers, Florida. And so, I bought a condo in Naples, Florida. It was a beautiful condo on the Gulf of Mexico, and I get to know a lot of these residents that were there and the majority of them were seniors. And when I would talk with them, “Why did you leave Michigan, New York, Wisconsin, Pennsylvania to come here?” Every one of them would say, “Look at the weather. Look at that beautiful water. Look at the sunset.”

[00:22:20] Farideh Bagne
And at the same time, the next day, they would complain about the fact that they miss their loved ones back at home. They miss the Christmas trees. They they miss the snow and the fireplace. So, I started thinking that the only way that you can be extremely successful in building a senior community is number one, not to have the winter weather affecting the seniors. Number two, have water; to be on the body of the water. And number three, have a beautiful sunset. So, I started looking in Michigan where to find all of that.

[00:23:07] Farideh Bagne
Of course, northern Michigan has beautiful lakes, but it’s very, very cold, and not many people would move up north to go to a senior community. So, I live in Bloomfield Hills and I looked at Birmingham’s Bloomfield Hills area. There are no lakes there. As a matter of fact, it was with Alex, my son, that we were driving around and there was this tiny little town, they call it the city of Keego Harbor, with a population of 3000 that was sitting on two lakes.

[00:23:45] Farideh Bagne
Cass Lake, which is the largest and deepest lake in southeast Michigan, with beautiful sunset and Sylvan Lake, which a beautiful, calm lake that has sunrise every morning. Beautiful. And so, I decided, “Well, that’s where I want to be.” But then I looked around, there are all these little fishing cottages and vacation cottages and little stores. How am I going to find enough property to have my senior community?

[00:24:26] Farideh Bagne
At that time, I knew the mayor of Keego Harbor, Mayor Sidney Rubin, who was a visionary himself. And I talked to him and said, “Well, what do I do?” He said, “Well, just sit tight,” and as you say, “Be resilient and to start buying.” So, I built an office, three-story that two story of it was just dirt, floor, and then the third story was my office, overlooking both lakes. And I was just watching what’s going to happen.

[00:25:05] Farideh Bagne
Well, unfortunately, as well as fortunately for Magnolia, the recession hit in 2008 and everybody was selling. So, I would be just looking around and I had a real estate agent that I said, “Any time you see anything in Keego Harbor, let me know,” and we would buy it. My other son, Stephon, was also an attorney, he’s a partner at Clark Hill law firm. He then would go and we’d just pay the asking price and we buy it. So, I got enough land in Keego Harbor.

[00:25:49] Farideh Bagne
However, there is a major road that belongs to the county, it’s called Cass Lake Road that runs between Cass Lake and Sylvan Lake, and the properties I had bought were on both sides of that street, that road. So, I went back to the mayor and say, “Mayor Rubin, what do I do?” He said, “Well, why don’t you put a bridge over it?” And I said, “How am I going to build a bridge over this?”

[00:26:19] Betty Collins
It’s a great idea.

[00:26:21] Farideh Bagne
And we’ll go to the county. So, I went to the county and I said, “I would like to put a covered bridge over Cass Lake Road, between the two giant parcels. Now, they both were giant because I had bought all these little cottages, businesses, etc., and by the way, that took many years. Now, we’re talking, I started in 2007, this is 2013.

[00:26:54] Betty Collins
Wow.

[00:26:54] Farideh Bagne
And anyway, with my son Stephon as my attorney, we went back and forth and it cost me a million dollars to put a temperature- controlled, beautiful, private bridge between the two parcels and then they started building. And so, Magnolia North, which is the assisted living, was built and completed in 2015- 2014, 2015, and then in end of 2017, we built a five-story building for Magnolia South independent living. So now, we are the only private group that has a major bridge over a major road that is not open to the public.

[00:27:57] Betty Collins
I love it. I love it.

[00:27:59] Farideh Bagne
So, here we are with the most beautiful views in Michigan for our seniors that can enjoy life in the autumn of their lives.

[00:28:12] Betty Collins
Well, I just can’t help but hear resilience through this whole story; from how you raised your kids, how you got your education, how you changed how cancer centers are are put together, built and seen, to now- I love Naples Beach, Florida, I will tell you. But to be at a senior place like that in Michigan, and I will have to come and see it because it just sounds amazing.

[00:28:41] Farideh Bagne
Definitely.

[00:28:41] Betty Collins
I definitely want to come there. So, you have shown and defied- defined resilience your entire career, and I love that. Plus, just the impact that people are having. I want to cross that bridge. I definitely want to do that, so. But looking back and it’s our last question, looking back, I can see where the resilience with the mayor, he was definitely helpful, and you had to weigh time. It wasn’t instant and it was probably a lot of- more money than you thought. But what advice would you give my audience on developing resilience?

[00:29:19] Farideh Bagne
My advice to your audience is number one, believe in yourself and do not have defeatist attitude. Always remember that race, national origin, gender have nothing to do with business, science, medicine or whatever endeavor you are planning to do. It is not what others think of you. It is what you think of yourself. And with that attitude, believe that, and you should have that axiom of your life, that truly, everything happens for the best.

[00:30:06] Farideh Bagne
And at the moment that disaster happens, you don’t know what the best is, but believe that somehow, it will be and will become one of the best events of your life. And if you follow these three axioms, you’ll really become successful throughout your life. That is my advice to particularly, the young people.

[00:30:35] Betty Collins
Great advice. And I’m a young 57, so I’ll still take that advice, so. But again, resilience is looking those challenges in the eyes and not blinking. We’ve obviously heard that from an amazing lady today. And sometimes, you may not have that in you to do it, but you just, how bad you want to overcome and challenge and how are you- how much are you willing to look that challenge in the eye and not blink and make it happen? Because it’s definitely was worth it for this wonderful woman example.

[00:31:11] Betty Collins
Especially for those people who got to enjoy the senior center that- or the senior retirement community that they’re in now, as well as those cancer centers, and then raising two fine young men who I know one of them who is impacting their world as well. So, I thank you for spending time with us today. You’ve given us a lot to think about. Great story; I always loved the story. And I would have never had this opportunity to meet with you if it was not for Michelle and of course, ICS Tax. So, I want her to close out the podcast with just something about ICS and then I’ll close with my saying. So, go ahead, Michelle.

[00:31:50] Michelle Mackerdichian
Thank you so much, Betty. ICS Tax loves being part of the Women’s Inspiring podcast today, as well as partnering with Brady Ware.

[00:31:59] Betty Collins
Well, we thank you guys for just being a great partner with us as well. So, I’m Betty Collins and so glad that you joined us today. Inspiring Women, it’s what I do and I will leave you with this; being strong speaks of strength, but being courageous speaks to having a will to do more and overcome.

Betty Collins, CPA, Brady Ware & Company and Host of the Inspiring Women Podcast

Betty Collins is the Office Lead for Brady Ware’s Columbus office and a Shareholder in the firm. Betty joined Brady Ware & Company in 2012 through a merger with Nipps, Brown, Collins & Associates. She started her career in public accounting in 1988. Betty is co-leader of the Long Term Care service team, which helps providers of services to Individuals with Intellectual and Developmental Disabilities and nursing centers establish effective operational models that also maximize available funding. She consults with other small businesses, helping them prosper with advice on general operations management, cash flow optimization, and tax minimization strategies.

In addition, Betty serves on the Board of Directors for Brady Ware and Company. She leads Brady Ware’s Women’s Initiative, a program designed to empower female employees, allowing them to tap into unique resources and unleash their full potential.  Betty helps her colleagues create a work/life balance while inspiring them to set and reach personal and professional goals. The Women’s Initiative promotes women-to-women business relationships for clients and holds an annual conference that supports women business owners, women leaders, and other women who want to succeed. Betty actively participates in women-oriented conferences through speaking engagements and board activity.

Betty is a member of the National Association of Women Business Owners (NAWBO) and she is the President-elect for the Columbus Chapter. Brady Ware also partners with the Women’s Small Business Accelerator (WSBA), an organization designed to help female business owners develop and implement a strong business strategy through education and mentorship, and Betty participates in their mentor match program. She is passionate about WSBA because she believes in their acceleration program and matching women with the right advisors to help them achieve their business ownership goals. Betty supports the WSBA and NAWBO because these organizations deliver resources that help other women-owned and managed businesses thrive.

Betty is a graduate of Mount Vernon Nazarene College, a member of the American Institute of Certified Public Accountants, and a member of the Ohio Society of Certified Public Accountants. Betty is also the Board Chairwoman for the Gahanna Area Chamber of Commerce, and she serves on the Board of the Community Improvement Corporation of Gahanna as Treasurer.

Inspiring Women Podcast Series

This is THE podcast that advances women toward economic, social and political achievement. The show is hosted by Betty Collins, CPA; Betty is a Director at Brady Ware & Company. Betty also serves as the Committee Chair for Empowering Women, and Director of the Brady Ware Women Initiative. Each episode is presented by Brady Ware & Company, committed to empowering women to go their distance in the workplace and at home. For more information, go to the Resources page at Brady Ware & Company.

Remember to follow this podcast on Apple Podcasts and Google Podcasts. And forward our podcast along to other Inspiring Women in your life.

The complete Inspiring Women show archive can be found here.

Tagged With: Betty Collins, Brady Ware & Company, Brady Ware Women's Leadership Conference, Columbus Women’s Leadership, Developing Resilience, Farideh Bagne, Magnolia by the Lakes, senior living, senior living community

Sarah Patton, Social Bliss Events

July 12, 2021 by John Ray

Social Bliss Events
Nashville Business Radio
Sarah Patton, Social Bliss Events
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Sarah Patton, Social Bliss Events (Nashville Business Radio, Episode 23)

As owner of Social Bliss Events, Sarah Patton orchestrates events that result in memories that last a lifetime. She joined host John Ray to share her entrepreneurial journey, why “do it yourself” event planning can be perilous, what goes into planning a successful event, the biggest mistake she sees with brides planning a wedding, and much more. Sarah also offered valuable advice for those with a side hustle that they want to grow into a full-time business venture. Nashville Business Radio is produced virtually from the Nashville studio of Business RadioX®.

Social Bliss Events

The goal at Social Bliss Events is to bring an influx of happiness to your celebration.Social Bliss Events

It looks different for each client whether that be calming nerves, staying within budget, keeping Aunt Kim away from the bar, or making sure tables 7 & 11 are far enough apart to not start a political debate. 

Event planning is their passion, but handling hiccups with grace is our forte. They thrive under pressure and love creating an event that leaves you and your guests immersed in the moment. 

Social Bliss Events is known for curating Nashville’s luxury bachelorette parties.

Over the years, they expanded their portfolio to include weddings, social, and corporate events. The team has covered everything from surprise engagements, a Vanderbilt tailgate, birthday bashes, client appreciation, non-profit fundraisers, and orchestrating conferences.

​Social Bliss Events is well versed in all types of celebrations and is excited to discuss your specific criteria. 

Company website | Facebook | Instagram

Sarah Patton, Owner, Social Bliss Events

Sarah Patton, Owner, Social Bliss Events

Sarah Patton loves all things Nashville. She is a Vanderbilt University alum and passionate about relationship-building. Sarah quit her corporate job 6 years ago to build Social Bliss Events – an event planning boutique cultivating celebrations with bliss. Social Bliss specializes in customized weekend itineraries and is known for their spectacular bachelorette parties, social shindigs, and luxury weddings where they were recently featured in People Magazine.

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

LinkedIn | Instagram

Questions and Topics in This Interview

  • Tell us about Social Bliss Events. How did you get started?
  • What’s one thing you wish you had known before you began your career?
  • What was your most successful event planning experience?
  • What is your biggest failure, and what did you learn from it?
  • What is the one myth about your profession that you want to debunk?
  • What strategic changes have you implemented within your business over the last 8 years?
  • How do you keep up with industry trends and news?
  • Where can our listeners connect with you online?

“Nashville Business Radio” is hosted by John Ray and produced virtually from the Nashville studio of Business RadioX®.  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.

Tagged With: bachelorette party, corporate event planner, corporate event planning, event planner, luxury weddings, Nashville, Nashville event planner, Sarah Patton, Social Bliss Events, wedding planning

Foundational Branding Makes Marketing Much Easier, with Rebecca Rausch, Neon Lizard Creative

July 12, 2021 by John Ray

Rebecca Rausch Neon Lizard Creative
Minneapolis St. Paul Studio
Foundational Branding Makes Marketing Much Easier, with Rebecca Rausch, Neon Lizard Creative
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Neon Lizard Creative

Foundational Branding Makes Marketing Much Easier, with Rebecca Rausch, Neon Lizard Creative

Rebecca Raush: [00:00:00] Many people believe that branding is strictly, shall we say, just the logo. They slap the logo on everything, they make things similar colors, and, boom, they’ve got a brand. That’s not what branding is.

Rebecca Raush: [00:00:13] Branding is the cumulative perception of your company in the public. It is the reputation. It is how you handle disgruntlement. It is your art. It is your messaging. It is your visuals. It is the way the guy drives down the street, how you answer the phone. Everything that is presented to the public in the name of your company is your brand. Your employees need to be part of that brand. Everybody needs to live – what I call – the brand style, the values and the why that the company is based on.

Rebecca Raush: [00:00:43] And so, when we work with a company, we usually dig very, very deep. And we have a recipe, per se, that we follow in order to create that foundational brand, that then, if it is strong enough, it will carry through the marketing. And so, the marketing becomes much, much easier because you have this foundation of messaging, and your values, and you know exactly what you’re putting forth.

Rebecca Rausch, Chief Lizard and Founder, Neon Lizard Creative Marketing & Design

Rebecca Rausch is the Chief Lizard and founder of Neon Lizard Creative Marketing & Design just south of Minneapolis. A designer since the age of 12, Rebecca has worked in many design service fields until she went out on her own as a freelancer in 1998 and started Neon Lizard Creative.

Now an agency of 9, collectively, the NLC international team of designers has over 100 years of experience and contains designers, color theorists, a variety of specialists, and more. They serve as a comprehensive design team helping businesses just like yours build a consistent brand that is not only memorable but causes people to fall in love with their client’s business. Naming, branding, marketing, social, catalog, tradeshow plus, NLC serves as your marketing hub.

LinkedIn

Listen to the complete Minneapolis St. Paul Business Radio interview here. 


The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

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.

Tagged With: Neon Lizard Creative

Catrina Kmieciak, Atlanta Humane Society

July 12, 2021 by John Ray

Atlanta Humane Society
North Fulton Business Radio
Catrina Kmieciak, Atlanta Humane Society
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Atlanta Humane Society

Catrina Kmieciak, Atlanta Humane Society (North Fulton Business Radio, Episode 370)

Catrina Kmieciak joined host John Ray to share the work of the Atlanta Humane Society, how that work involves much more than pet adoptions, and the opportunities for the business community to get involved, including golf tournaments, team-building corporate service days, and other events. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Atlanta Humane Society

The Atlanta Humane Society is a no-kill shelter providing sheltering and adoption, veterinary care, and community outreach. As one of the oldest charities in Atlanta, they have been caring for the community and her animals for more than 148 years.

They believe the relationship between humans and animals has deep significance, and they call on the city and each other to take action. Together they put up a united front against cruelty, neglect, and displacement. With a heart to better lives, they connect homeless animals with good homes and neglected animals with safe spaces—uplifting their community by instilling compassion.

They are proud to be able to work together with animal advocates, other animal welfare organizations, and community partners to save lives.

The Atlanta Humane Society has pet adoption centers in Alpharetta and Duluth, and an adoption center and a veterinary center in Atlanta.

Company website | LinkedIn | Facebook | Instagram

Catrina Kmieciak, Corporate Giving Manager, Atlanta Humane Society

Atlanta Humane Society
Catrina Kmieciak, Corporate Giving Manager, Atlanta Humane Society

Catrina Kmieciak is the Corporate Giving Manager for the Atlanta Humane Society. Catrina began her professional career as a Sea Lion trainer, which allowed her to travel and work at several zoos and aquariums around North America before landing at the Georgia Aquarium in 2015, where she assisted in the launch of the brand-new sea lion department.

Catrina shifted from sea dogs to land dogs in 2019 and started working at Atlanta Humane as a Marketing Coordinator. Catrina joined the corporate giving team after discovering a passion for partnerships and extending Atlanta Humane’s mission. She helps connect organizations that care about the well-being of our community and Atlanta’s homeless dogs and cats.

Connect with Catrina by email or LinkedIn.

Questions and Topics in This Interview

  • What the Humane Society does
  • Support to statewide partners and community
  • Veterinary center, cruelty investigation, disaster relief
  • How to get involved with Atlanta Humane
  • Adoption hours
  • Corporate service days
  • Upcoming/current events

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.

Tagged With: Animal Shelter, Atlanta Humane Society, Catrina Kmieciak, pets

Here Comes the Government! Are You Prepared for a Medicaid Audit?

July 9, 2021 by John Ray

MedicaidAuditDLREpisode9DSOsAlbum
Dental Law Radio
Here Comes the Government! Are You Prepared for a Medicaid Audit?
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Here Comes the Government! Are You Prepared for a Medicaid Audit? (Dental Law Radio, Episode 11)

In the last several months, host Stuart Oberman of Oberman Law Firm has noted a significant government crackdown on Medicaid fraud. Even if your practice has not engaged in any malicious activities, an audit which uncovers shoddy recordkeeping can turn out to be both painful and expensive. Stuart discusses the problem and offers a few remedies in this episode. Dental Law Radio is underwritten and presented by Oberman Law Firm and produced by the North Fulton studio of Business RadioX®.

TRANSCRIPT

Introduction: [00:00:01] Broadcasting from the Business RadioX Studios in Atlanta, it’s time for Dental Law Radio. Dental Law Radio is brought to you by Oberman Law Firm, a leading dental-centric law firm serving dental clients on a local, regional, and national basis. Now, here’s your host, Stuart Oberman.

Stuart Oberman: [00:00:24] Hello everyone, and welcome. And I tell you what, we’re going to hit the topic really hard today. Here comes the government. Are you prepared for a Medicaid audit? I will tell you, if you are not, you better be. Probably in the last – I don’t know – four to six months, we’ve seen a massive, massive, massive across the board excessive government crackdown on Medicaid.

Stuart Oberman: [00:00:51] And that involves a lot of things. It involves different states, different Attorney Generals Offices, throughout the state’s Office of Inspector General, OIG. A lot of the states are getting more active in this area because of the fraud and abuse. And we’re finding a lot of it is fraud and abuse, but a lot of it is just, frankly, sloppy recordkeeping on the part of the doctors. Nothing necessarily malicious, just really, really, really bad recordkeeping.

Stuart Oberman: [00:01:22] So, we want to walk through a couple of things. This could be a five hour topic, but we want to keep it brief to the point and sort of give you guys what’s on the verge of coming. It is very tedious, it is very time consuming to get an audit by an Attorney General’s Office, depending on what state you’re in, and, also, the Office of Inspector General on the Federal side. We’re seeing a lot of clampdowns on sole practitioners, middle market providers, and big DSOs.

Stuart Oberman: [00:02:02] So, once you get these kind of inquiries, I cannot stress enough, you have to take immediate and defensive action. There is no room for negotiation upfront, there is no room for playing games upfront. You have to hire counsel who understands this. You have to hire counsel who understands the white collar crime area, if you will.

Stuart Oberman: [00:02:34] We are, I say, fortunate in a lot of areas in that we work in this space a lot. And I want to add a couple of things to what to look at should you be convicted or found guilty of fraud. Now, we’ve got civil, we got criminal, so there’s a mixture here that we’re going to look at. But I want to take a look at the civil side more so than anything else, because a lot of it is all money based, recruitment, clawbacks from the government. So, I want to make sure we’re not getting into the criminal side so much. I want to talk about the overall investigation.

Stuart Oberman: [00:03:16] So, what happens is, you get this nice little letter from the government, that’s a subpoena, State or Federal, that says you have committed Medicaid fraud. That’s going to, probably, be a 12, 15 page request for production of documents. So, now, what do you do? Now, you’ve got to dig through 100 or 200 charts. You’ve got to put all these files together. You’ve got to document every file that you have. You’ve got to catalog every file you have. You have to produce these files in a certain electronic format. You have to be very careful how this is presented. You have to be very careful how you preserve your objections. You have to be very careful how these are downloaded and sent over to the government.

Stuart Oberman: [00:04:09] So, what happens is, the government, through their investigative powers, will, essentially, turn you out time-wise. Now, it is impossible for you to handle this internally with your office manager. There’s just no way to do it from backroom production.

Stuart Oberman: [00:04:26] So, going forward a little bit, once you turn over the documents, it is absolutely incumbent that you do an internal audit. Because invariably the government is going to find something. If you have an IRS audit, the government is going to find something. So, what do you do? Let’s say, you are found guilty of fraud and abuse. Bookkeeping problems, staff turnover, headaches, billing issues, can’t match records, X-rays don’t match treatment, treatment don’t match bills, bills to match invoices, EOBs don’t match anything. So, now you’ve got to reconcile.

Stuart Oberman: [00:05:06] So, what happens is, depending on the level – we’re talking about the Federal level because there’s so many variance in State – they’re going require you to enter into – what’s called – a Corporate Integrity Agreement, CIA. If you never heard of the CIA and you’re in a Medicaid area, you need to call someone who understands what those are. Just like the one yesterday, a 35-page integrity agreement from a DSO on a national level. It’s was 35 pages and outlines certain things. So, what happens is, you have to set up a program according to these guidelines. Generally, your CIAs will last about five years.

Stuart Oberman: [00:05:59] So, in exchange for entering into this CIA, they say, “We’re going to allow you to participate in Medicaid, Medicare, or other governmental healthcare programs. And because we’re such nice guys, we’re not going to exclude you from these programs. We’re going to allow you to run your business, your practice. However, we’re going to put you under some serious, serious scrutiny. And if you don’t comply with it, then you’re going to have a really big problem, because now we’re going to come back and reinforce this as far as the penalties go.”

Stuart Oberman: [00:06:38] So, some of the requirements were going to run through are fairly comprehensive. This is not something you can do with your office manager. These are very specific programs, implementations that have to be done. So, one of the things they’re going to do is they’re going to require you – and all these you should have anyhow. If I’m going through this list and you don’t have these, you’re already under the gun on the Medicaid/Medicare side and Federal Healthcare Program side.

Stuart Oberman: [00:07:10] First and foremost, they’re going require you to hire a compliance officer and appoint a compliance committee. Depending how big you are, you may not need a committee, but you’re going to need a compliance officer. If you don’t have a compliance officer already in your office, you already got a problem. Now, to develop a standard procedure and policies for the implementation of these programs, which you should have already, again.

Stuart Oberman: [00:07:32] Now, I would say about 90 percent of our clients, their staff is not trained for these comprehensive governmental reimbursement programs. They’re just not. In today’s market, you’re lucky to get a body in the office sometimes and then try to train someone who understands the billing process on the governmental payer side is almost an act of Congress nowadays. So, you’ve got to have a training program. You got to have a program, you have employees anyhow.

Stuart Oberman: [00:08:02] You’ll be required to retain independent review organization and conduct annual review. So, it’s going to be disclosed annually as to what the issue is. You got to go back on an annual basis. Again, I can’t stress this enough, you already have these employees – establish a confidential disclosure program.

Stuart Oberman: [00:08:26] I would say a substantial part of our clients who have State or Federal governmental assistance in their practices do not do a check on their employees to see if they are even eligible to work in the office or participate in the Medicare/Medicaid programs, which is an absolute disaster from day one. Every employee that you hire, you have to check their eligibility, especially on the government, State and Federal, pair side. You have to volunteer report overpayments, reportable events, and ongoing investigations, legal proceedings, et cetera. If you do not, again, you are in violation of the CIA agreement. And that comes under additional scrutiny.

Stuart Oberman: [00:09:26] So, what you ought to have to do is, you also have to provide an implementation report on an annual basis – a lot of times to OIG or, again, Attorney General’s Office, depending what you’re working with – a state of your compliance activities. So, if you don’t already have these things in place, you should. Because what happens is, if you don’t have these things in place already, you’re already behind the eight ball with an audit. Now, I would strongly recommend that if you have State or Federal payment systems within your practice, you literally will dissect your entire process. What your procedures are, take a look at these guidelines, take a look at these outlines, implement a program.

Stuart Oberman: [00:10:18] If you have any questions, you know, let us know. We are actively engaged in these particular areas. They are a trap for the unwary. They are a trap for the doctors and their staff who don’t understand this process. And there’s nothing worse, nothing worse, than getting a chart request subpoena from State or Federal for a copy of your entire chart, X-rays and everything. Unless, you know you’re doing your internal audit making copies, you can’t find X-rays, you can’t find records, you got your records in the wrong file, you have records that don’t match, you have billing that doesn’t match. It is the absolute recipe for disaster.

Stuart Oberman: [00:11:08] So then, once you get through producing documents, then we work with our clients to figure out what the pros are, what the cons are, know before they issue their report as to where your exposure is.

Stuart Oberman: [00:11:23] So, again, this is a whole another audit topic that we could discuss for days and days. But this is always coming down the pike. And I think our doctors have got to be aware as to what the aggressive action is. If you’re thinking about the State Attorney General’s Offices and Inspector General Offices, especially in the southeast, they’re getting very, very aggressive. It’s a zero sum game. It’s not something you’re going to win. You just have to mitigate. And if you don’t understand how to mitigate it, then you’re going to be hit pretty hard on some clawbacks, potentially lose your license, lose your practice, lose your livelihood.

Stuart Oberman: [00:12:05] So, again, take a look at what some of these outlines are. And I would urge you to take a look at your practices, evaluate it. You can make a very good living on this, but you have to document, you have to be prepared for an audit. And I always say, if you’re under the third party payer system, it is not when, but if you’re going to be audited, and it’s better to be proactive.

Stuart Oberman: [00:12:34] Thank you everyone for joining us today. Hopefully, we’ve had some good information. And we’ll look forward to seeing you on our next podcast. If you have any questions, please feel free to give us a call, 770-886-2400. My name is Stuart Oberman, and you can reach me at Stuart, S-T-U-A-R-T, @obermanlaw.com. Have a great day. Thank you everyone.

About Dental Law Radio

Hosted by Stuart Oberman, a nationally recognized authority in dental law, Dental Law Radio covers legal, business, and other operating issues and topics of vital concern to dentists and dental practice owners. The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

Stuart Oberman, Oberman Law Firm

Oberman Law Firm
Stuart Oberman, host of “Dental Law Radio”

Stuart Oberman is the founder and President of Oberman Law Firm. Mr. Oberman graduated from Urbana University and received his law degree from John Marshall Law School. Mr. Oberman has been practicing law for over 25 years, and before going into private practice, Mr. Oberman was in-house counsel for a Fortune 500 Company. Mr. Oberman is widely regarded as the go-to attorney in the area of Dental Law, which includes DSO formation, corporate business structures, mergers and acquisitions, regulatory compliance, advertising regulations, HIPAA, Compliance, and employment law regulations that affect dental practices.

In addition, Mr. Oberman’s expertise in the health care industry includes advising clients in the complex regulatory landscape as it relates to telehealth and telemedicine, including compliance of corporate structures, third-party reimbursement, contract negotiations, technology, health care fraud and abuse law (Anti-Kickback Statute and the State Law), professional liability risk management, federal and state regulations.

As the long-term care industry evolves, Mr. Oberman has the knowledge and experience to guide clients in the long-term care sector with respect to corporate and regulatory matters, assisted living facilities, continuing care retirement communities (CCRCs). In addition, Mr. Oberman’s practice also focuses on health care facility acquisitions and other changes of ownership, as well as related licensure and Medicare/Medicaid certification matters, CCRC registrations, long-term care/skilled nursing facility management, operating agreements, assisted living licensure matters, and health care joint ventures.

In addition to his expertise in the health care industry, Mr. Oberman has a nationwide practice that focuses on all facets of contractual disputes, including corporate governance, fiduciary duty, trade secrets, unfair competition, covenants not to compete, trademark and copyright infringement, fraud, and deceptive trade practices, and other business-related matters. Mr. Oberman also represents clients throughout the United States in a wide range of practice areas, including mergers & acquisitions, partnership agreements, commercial real estate, entity formation, employment law, commercial leasing, intellectual property, and HIPAA/OSHA compliance.

Mr. Oberman is a national lecturer and has published articles in the U.S. and Canada.

LinkedIn

Oberman Law Firm

Oberman Law Firm has a long history of civic service, noted national, regional, and local clients, and stands among the Southeast’s eminent and fast-growing full-service law firms. Oberman Law Firm’s areas of practice include Business Planning, Commercial & Technology Transactions, Corporate, Employment & Labor, Estate Planning, Health Care, Intellectual Property, Litigation, Privacy & Data Security, and Real Estate.

By meeting their client’s goals and becoming a trusted partner and advocate for our clients, their attorneys are recognized as legal go-getters who provide value-added service. Their attorneys understand that in a rapidly changing legal market, clients have new expectations, constantly evolving choices, and operate in an environment of heightened reputational and commercial risk.

Oberman Law Firm’s strength is its ability to solve complex legal problems by collaborating across borders and practice areas.

Connect with Oberman Law Firm:

Company website | LinkedIn | Twitter

Tagged With: dental law, Dental Law Radio, Medicaid Audit, Oberman Law Firm, Stuart Oberman

Donald Simon, Simon Financial Company

July 9, 2021 by John Ray

Simon Financial Company
North Fulton Business Radio
Donald Simon, Simon Financial Company
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Simon Financial Company

Donald Simon, Simon Financial Company (North Fulton Business Radio, Episode 369)

How do you retain key talent in today’s hypercompetitive labor market? Veteran financial advisor Don Simon, owner of Simon Financial Company, offers one answer in the form of a Talent Retention Plan. He joined host John Ray to discuss the details. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Simon Financial Company

Simon Financial Company is a nationwide specialty advisor with 35+ years of experience serving a diverse mix of over 350 business owners and their executives. Their overall mission is to increase and preserve the value of their business so that the business owner can achieve their dreams and visions.

Most business owners think their plans are in order, but most need a more comprehensive and up-to-date plan. Failure to do too often results in large financial losses that can ruin a company. As part of an overall plan, if needed, they provide customized and very affordable life, disability, and long-term care coverage and retirement annuities with 25 top-rated insurers. Their 97% annual client retention rate speaks well of their prompt, professional service.

Company website

Donald Simon, CFP, ChFC, CLU, Owner, Simon Financial Company

Simon Financial Company
Donald Simon, CFP, ChFC, CLU, Owner, Simon Financial Company

Don Simon has owned Simon Financial Company in Marietta, Georgia for more than 30 years. Don specializes in working with all types of companies with up to 2,000 employees nationwide.

Don is a Certified Financial Planner (CFP) with the College for Financial Planning, Washington DC and Denver, Co.  Don is also a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) through The American College, King of Prussia, Pennsylvania.  He is also a Life Underwriter Training Council Fellow (LUTCF) through the National Association for Financial Advisors (NAIFA) Falls Church, VA. and is also a Member of NAIFA. This knowledge coupled with over his many years of experience is an important commitment to advise each client properly.

Don has a B.A. in Business Administration from Oglethorpe University, Atlanta Georgia.  He is a Member of the Marietta Business Association (MBA), and is the author of The Zen of Personal Finance (you may buy a copy at Amazon.com books or contact Don for a complimentary copy).

LinkedIn | Email

Questions and Topics in This Interview

  • What is a Talent Retention Plan for companies?
  • Why are they important to the company?
  • Which executives should companies include in this plan?
  • Exactly how do they work?
  • Are they expensive?
  • What happens to the money in the plan if the executive leaves before they become vested?
  • What alternatives to this plan do companies have?

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.

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.

Tagged With: Donald Simon, employee retention, Employee retention strategies, Simon Financial Company, Talent Retention Plan

Chris Sands, Pro-Fi 20/20 Dental CPAs

July 8, 2021 by John Ray

Pro-Fi 20/20 Dental CPAs
Dental Business Radio
Chris Sands, Pro-Fi 20/20 Dental CPAs
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Pro-Fi 20/20 Dental CPAsChris Sands, Pro-Fi 20/20 Dental CPAs (Dental Business Radio, Episode 22)

Chris Sands, Co-Founder of Pro-Fi 20/20 Dental CPAs, joined host Patrick O’Rourke to discuss their model of a genuine advisory relationship between a practice and their CPA. Chris explained why his experience in a dental practice led to his starting Pro-Fi 20/20, why some dental practices are courting a regulatory nightmare by classifying employees as 1099 contractors, and much more. Dental Business Radio is underwritten and presented by Practice Quotient: PPO Negotiations & Analysis and produced by the North Fulton studio of Business RadioX®.

Special Note:  Here’s the resource Chris referenced during the show:  Download the Employee vs Contractor Resource

Pro-Fi 20/20 Dental CPAs

Pro-Fi 20/20, CPAs is a multi-disciplinary firm focused on helping growth-oriented dental business owners, from solo practitioners and partnerships to multi-location DSOs. Pro-Fi has an emphasis on profitability consulting to help doctors create more margin of time and money to positively impact their quality of life. They do this through the efficient and integrated management of practice finances with a single point of contact. Pro-Fi’s services include business consulting, comprehensive & proactive tax planning, accounting & bookkeeping, cash flow planning, business analytics, business valuations, bank loan assistance, and more.

Pro-Fi 20/20, CPAs was founded with dentists in mind. “Pro-Fi” is a play on words. Both a variation of the word “prophy” which means preventative cleaning, as well as short for Providing Financial. Their goal is to bring clarity, like the X-ray, to both companies’ and individuals’ financial pictures. It is said that hindsight is 20/20, but they want to bring the 20/20 clarity approach to being preventative, proactive, and protective in nature when it comes to managing finances.

Pro-Fi 20/20, CPAs was founded with the goal of providing financial clarity to dental businesses & their owners.

Company website | LinkedIn | Facebook | Instagram

Chris Sands, Co-Founder, Pro-Fi 20/20 Dental CPAs

Chris Sands, Co-Founder, Pro-Fi 20/20 Dental CPAs

Chris Sands focuses on counseling dental business owners as a result of his first-hand experience working in a dental practice. His goal is to help them grow and understand the importance of being fiscally responsible in their business.

Chris helps educate doctors about the importance of having accurate business accounting records and a proactive relationship with their CPA to develop tax strategies for both business and personal finances.

Chris is active in the dental industry where he regularly lectures at conferences, study clubs, professional association meetings, and workshops and publishes articles on business and finances in the dental industry.

“More than educating, it’s the empowering of doctors that gets me excited to go to work every day!  To own a business is no small task.  To own a business without any training of business or finances can be daunting.  Bringing doctors into the light when it comes to how things work such as cash flow, debt, interest, accounting metrics, taxes, risk management, etc. is extremely gratifying because I get to witness the lasting impact it has on the improvement of their business and themselves as better business owners and stewards of their finances.”

Connect with Chris on LinkedIn.

About Dental Business Radio

Patrick O'Rourke
Patrick O’Rourke, Host of “Dental Business Radio”

Dental Business Radio covers the business side of dentistry. Host Patrick O’Rourke and his guests cover industry trends, insights, success stories, and more in this wide-ranging show. The show’s guests include successful doctors across the spectrum of dental practice providers, as well as trusted advisors and noted industry participants. Dental Business Radio is underwritten and presented by Practice Quotient and produced by the North Fulton studio of Business RadioX®. The show can be found on all the major podcast apps and a complete show archive is here.

 

Practice Quotient

Dental Business Radio is sponsored by Practice Quotient. Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Their clients include general dentist and dental specialty practices across the nation of all sizes, from completely fee-for-service-only to active network participation with every dental plan possible. They work with independent practices, emerging multi-practice entities, and various large ownership entities in the dental space. Their PPO negotiations and analysis projects evaluate the merits of the various in-network participation contract options specific to your Practice’s patient acquisition strategy. There is no one-size-fits-all solution.

Connect with Practice Quotient

Website | LinkedIn | Facebook | Twitter

Tagged With: Chris Sands, Dental Business Radio, Patrick O'Rourke, PPO Negotiations & Analysis, Practice Quotient, Pro-Fi 20/20 Dental CPAs

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