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Should My Staff Be Independent Contractors?

May 21, 2021 by John Ray

Independent Contractors
Dental Law Radio
Should My Staff Be Independent Contractors?
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Independent Contractors

Should My Staff Be Independent Contractors? (Dental Law Radio, Episode 5)

The question of whether to classify workers as independent contractors or not just got thornier. Recently issued U.S. Department of Labor guidelines have tightened the eligibility definition for independent contractors. If this is news to you, then you’ll want to listen to host Stuart Oberman explain the guidelines and their implications for your dental practice. Dental Law Radio is underwritten and presented by Oberman Law Firm and produced by the North Fulton studio of Business RadioX®.

TRANSCRIPT

Intro: [00:00:02] 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: [00:00:27] Welcome everyone to Dental Law Radio. And we’re going to jump on a topic pretty quick today that has been an ongoing issue for years, and this was brought to the forefront even more with COVID-19, independent contractors. So, near and dear to our dentist hearts. So, you know exactly what is it? What’s the issues?

Stuart Oberman: [00:00:53] So, you know, with independent contractors, we get a lot of questions. We’ll get a question, should my employees be independent contractors? Well, you can’t have an employee that’s an independent contractor. They’re either an employee or an independent contractor. Two separate contracts, two separate concepts. So, as a general rule, it is very, very difficult for staff members, if you will, to be independent contractors.

Stuart Oberman: [00:01:21] So, we get this question a lot regarding hygienists, are my hygienists independent contractors? I don’t want to pay them. They have certain work they need to do, certain qualifications. And I will tell you that as a general rule on a national basis, the areas that we have been involved in, commentary, research, consulting with other members throughout the country, that will be a losing argument. Just about every jurisdiction that we have reviewed, discovered, run across, will determine that a hygienist is not an independent contractor. They’re an employee. The key is time, place, and manner. If you control the time, place and manner, as IRS puts it, then you’ve bought that employee, then they are yours.

Stuart Oberman: [00:02:19] So, the question is, you know, working interviews. Well, if you look at the strict interpretation of a working interview, I would tell you, you’ve got to be very, very careful with working interviews. In a technical sense, working interviews are considered temporary employment. Now, there’s certain things that you can do with those to mitigate that risk. But as a general rule, working interviews are considered employees from the time they start that particular working interview. Period. Again, that’s a general rule. If you follow that rule, that’s going to keep you out of trouble.

Stuart Oberman: [00:03:02] But then, the question is, I got doctors that I pay 1099. Problematic. What do we do? Well, I pay them individual. Problematic. That’s a really bad thing to do. If you have a doctor that is working for you – I don’t care if it’s one day a week or five days a week – that doctor, if you’re going to qualify him as an independent contractor, you should not be paying that doctor individually on a 1099.

Stuart Oberman: [00:03:31] A doctor needs to get an entity formed. You need to pay that entity, a couple hundred thousand dollars or whatever it is, and that will look much better if an audit should occur. We’ve been involved in audits and investigators have told us that, literally, if you are paying an LLC, a professional corporation, depending what state you’re in, “We would not be sitting here.” That’s pretty strong. So, I would not hire a contractor dentist unless they have an entity. Pay that entity and let them do whatever they need to do with their taxes.

Stuart Oberman: [00:04:12] So, what brought all this out and why are we talking about this today? So, January 6, 2021, through all the COVID good stuff, the U.S. Department of Labor issued what they call a final rule. Well, the final rules have been ongoing, it seems like, for 20 years. But they have a very consistent theme as to what they’re looking at, what they need to do. And I would tell you that if you have a question whether or not a person is an independent contractor employee, err on the side of caution, make him an employee, talk to your CPA, give us a call. We’ll try to walk you through it.

Stuart Oberman: [00:04:55] So, on January 6, 2021, the Department of Labor, what was the rule? What came out? So, they reaffirmed the Economic Reality Test. So, one of the things they looked at is, is this independent contractor in business for himself or herself? Is that particular individual economically dependent on potential employer for work? Do they need you? Who needs who more, you or them?

Stuart Oberman: [00:05:31] There’s two core factors that they also cited and reviewed, the degree of control – which has been ongoing for 30 years – time, place, and manner, what is the workers opportunity for profit or loss. What basis of initiative and/or investment are we looking at? So, again, we got two, reaffirms the Economic Reality Tests and then we’ve got two factors, degree of control and the opportunity for profit or loss.

Stuart Oberman: [00:06:10] So then, the Department of Labor, infinite wisdom, went on to offer three other guidepost factors. Again, this is a whole topic for a whole another day that we could talk about for five hours with independent contractor status, time, place, manner. Does it fit, does it not fit, does it apply to my practice, not apply.

Stuart Oberman: [00:06:33] So, what are the three other guidepost factors that the Department of Labor indicated that we should consider? The amount of skill required for the work, what is that skill level, degree of performance of the working relationship, and whether or not the work is an integral part of your unit of production. Now, if you look at these three guideposts, that’s an enormous, enormous umbrella. So, again, all this came about during a period of COVID. But if you look at where this has been for the last 30 or 40 years, really nothing has changed. It goes back, like I said before, time, place, and manner.

Stuart Oberman: [00:07:27] And this looks at the Fair Labor Standards Act. Now, if you’re hearing that term for the first time, I would also urge you to reach out to us, get us to put you on our newsletters. This is what essentially guides the employees, the independent contractors, Fair Labor Standards Act. That is critical to the operation of a dental practice. It doesn’t matter if you’re one practice, three employees, or you’ve got 100 employees, 30 practices. It doesn’t really matter.

Stuart Oberman: [00:07:58] But these are key things that you should be consulting with your CPA on, your financial advisers, on a yearly basis to understand what you’re doing, where you’re going with it. Because the ramifications are really huge on the penalty side, on the economic side, on the expansion side, and on the operational side if you get hit with an audit. Because I will tell you, once they discover this, they may go back 12 months. But once you get the Department of Labor, State or Federal, dig it in, they’re going deep because one thing leads to another, leads to another.

Stuart Oberman: [00:08:38] And another thing we look at, a lot of times our doctors will employ family members. So, are you employing your family members? Are you employing that ten-year-old child and giving them $8 or $10 an hour check because they took pictures for your pamphlet? Are they on your internet? How are you doing this? Are you paying your personal services through the company? Again, as an independent contractor, how are you paying? It all goes back to what are you doing with your books? What shouldn’t be there, and whether or not you’re going to get caught. Because I will tell you, if you get a complaint to Department of Labor from an employee, they’re coming in and they’re going to look at who’s an independent contractor, they’re going to dig deep on all 1099s. They want to know, 1099s.

Stuart Oberman: [00:09:41] So, take a look at that. That’s the new development. But, conceptually, it’s been out there for many, many years. Do not get a contract for an independent contractor that you pulled off the internet or got from someone who didn’t know what they were doing. And, all of a sudden, you’re using terms like an independent contractor, employee, employees, control, those things are the death kill of an independent contractor agreement.

Stuart Oberman: [00:10:06] Again, some of these things or just, you know, what we discovered what’s sort of the hot areas, if you will, what’s coming down the pike with Department of Labor, what to expect. Sometimes there’s no guidance as to really how these are going to be interpreted. So, we just have to go from prior history, which is, you know, never necessarily good. But, you know, take a look at where you are on the practice, who’s your independent contractors, who are you paying, who’s on the payroll, who’s not on the payroll, who should be on the payroll, what are you doing internally, what are you doing with family members, what are you doing with everyone that’s not business-related, and how hard will you get hit if there’s an audit.

Stuart Oberman: [00:10:45] So, concluding, we’re going forward on some other internal matters with employment issues at a very high level on this, 10,000 foot view. We’re going to take a look at it. So, I want to thank you for joining us today, Dental Law Radio. And if you have any questions, please feel free to give us a call, Oberman Law Firm, 770-554-1400. Visit us, obermanlawfirm.com. Send me an email, certainly fine, Stuart, S-T-U-A-R-T, @obermanlaw.com – excuse me – that was obermanlaw.com. Have a fantastic day. And we’ll look forward to visiting with you on other podcasts. Thank you very much. Bye.

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, Fair Labor Standards Act, Independent Contractor

Harry Merker, Aon

May 20, 2021 by John Ray

Harry Merker
North Fulton Studio
Harry Merker, Aon
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Harry Merker

Harry Merker, Aon (The Exit Exchange, Episode 5)

Harry Merker joined the show to discuss business insurance, how coverages and premiums have been impacted by current business conditions, why you may want more coverage than your lender requires, actions business owners can take proactively to keep premiums down, and much more. This edition of “The Exit Exchange” is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Aon

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Aon provides risk advisory, commercial risk, and reinsurance solutions to help clients better identify, quantify and manage their risk exposure.

Aon also provides actuarial, investment and retirement solutions to help clients design and implement secure, equitable and sustainable retirement programs. They provide consulting, global benefits, and exchange solutions to help clients mitigate rising health care costs and improve employee health and well-being.

Company website | LinkedIn |Facebook | Twitter

Harry Merker, Managing Director,  East Region Middle Market, Aon

Harry Merker
Harry Merker, Managing Director, Aon

Harry is responsible for leading the East Region Middle Market Broking Practice comprised of 20+ professionals in 5 Cities who analyze, design, and implement large layered CAT property programs, traditional, and/or alternative risk transfer solutions for new and existing clients across varying industry classes.

Harry has been with Aon since 2013. He has a Bachelors in Political Science & Economics from Ohio Wesleyan University.

LinkedIn

Questions and Topics in this Interview

  • What do owners do wrong, miss, or not understand about their business insurance?
  • Hot topics: talk to us about Cyber and COVID.
  • So many coverages are out there. How do you advise clients as to which coverages and cost of premiums?
  • We discussed coverages and premiums, but can business owners do proactively, to bring down losses and therefore premiums?
  • What should the professional advisor members of XPX Atlanta ask of their clients to get them to do a serious review of their insurance needs and possible gaps?

 

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

“The Exit Exchange” is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com. John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.

Tagged With: Aon, business insurance, commercial insurance, cyber liability, Harry Merker, insurance coverage, risk advisory

Decision Vision Episode 117: Should I Work for a Non-Profit? – An Interview with Elisa Goodwin, Mission: Hope, and Stan Dawson, Retired from Crossroads Community Ministries

May 20, 2021 by John Ray

Crossroads Community Ministries
Decision Vision
Decision Vision Episode 117: Should I Work for a Non-Profit? - An Interview with Elisa Goodwin, Mission: Hope, and Stan Dawson, Retired from Crossroads Community Ministries
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Elisa Goodwin

Decision Vision Episode 117:  Should I Work for a Non-Profit? – An Interview with Elisa Goodwin, Mission: Hope, and Stan Dawson, Retired from Crossroads Community Ministries

If you’re a corporate executive or business owner thinking about a second stage in your career working at a non-profit, this episode is for you. Elisa Goodwin, current CEO of Mission: Hope, and Stan Dawson, retired Executive Director of Crossroads Community Ministries, discuss their experiences with host Mike Blake, the myths of working for a non-profit, and much more. Decision Vision is presented by Brady Ware & Company.

Elisa Goodwin, President/CEO, Mission: Hope

Elisa Goodwin, President & CEO, Mission: Hope

Elisa Goodwin is currently President/CEO of Mission: Hope, an Atlanta-based, international non-profit serving through local leaders in the world’s most remote villages to build sustainable solutions to their most urgent issues. She has spent the last 15 years in nonprofit service. Prior to that, she was a bank executive in small business banking and retail for more than two decades. For those considering for-profit vs. non-profit careers, she can definitely provide perspective. Elisa attended Towson State University and received a B.S. in Mass Communications. She also received an MBA from Clark University. Her office is in Alpharetta, Georgia on the Jackson Healthcare campus

LinkedIn

Mission: Hope

Mission: Hope is a Christ-centered organization committed to equipping churches and leaders to bring about sustainable transformation in isolated villages.

For over 20 years, they have tackled critical needs in some of the most remote areas on the planet. Led by the vision and adventurous spirit of Dr. Ben Mathes, their organization has provided medical care for millions and led thousands of people to experience new life in Jesus.

In 2017, Rivers of the World changed its name to Mission: Hope to reflect its broader reach beyond the river.

Their goal today is to continue building upon our rich history. While their work has expanded beyond the river, our heart and vision remain the same: doing whatever it takes to bring hope to the hopeless.

Their model looks at a village as a whole, working with the local leaders and churches to distinguish their assets as well as their greatest challenges. Their process heavily involves indigenous leadership for assessing the village and providing solutions to needs. Together they transform impoverished villages into sustainable ones.

Company website | Facebook | Instagram

Stan Dawson, Former Executive Director, Crossroads Community Ministries

Stan was the ED of Crossroads Community Ministries, Inc. from 1999 until 2016.

Prior to that, he was partner/co-owner of Northside Material Brokers, Inc. Prior to that he was Executive Director of Creative Interchange, Inc., (a division of FCS Urban Ministries) which focused on job development and business creation for those living in low-income communities. He also served as national Community Services Director for Prison Fellowship, Inc., Washington, DC. This organization’s mission was to assist federal and state prisoners transition back into mainstream society. He also worked with Boys Clubs of American where he designed the self-help youth employment program. He spent almost three years with Campus Life/Youth for Christ International working with low-income high school students.

After graduating from Georgia State University with a BBA degree, he began his professional career with the First National Bank of Atlanta in their Marketing Department.

Stan is married with two adult children and two grandchildren.

LinkedIn

Crossroads Community Ministries

Crossroads Community Ministries seeks to provide access to resources that empower people experiencing homelessness to progress on the road toward economic and personal stability

For over 20 years, Crossroads Community Ministries has been a leading provider of supportive services for those experiencing homelessness in our community. Last year, the staff and dedicated volunteers served over 4,200 men, women and children, primarily through our Renewal Project which consists of stabilization and job readiness training programs.

Company website | Facebook | Twitter | Instagram

Mike Blake, Brady Ware & Company

Mike Blake, Host of the “Decision Vision” podcast series

Michael Blake is the host of the Decision Vision podcast series and a Director of Brady Ware & Company. Mike specializes in the valuation of intellectual property-driven firms, such as software firms, aerospace firms, and professional services firms, most frequently in the capacity as a transaction advisor, helping clients obtain great outcomes from complex transaction opportunities. He is also a specialist in the appraisal of intellectual properties as stand-alone assets, such as software, trade secrets, and patents.

Mike has been a full-time business appraiser for 13 years with public accounting firms, boutique business appraisal firms, and an owner of his own firm. Prior to that, he spent 8 years in venture capital and investment banking, including transactions in the U.S., Israel, Russia, Ukraine, and Belarus.

Brady Ware & Company

Brady Ware & Company is a regional full-service accounting and advisory firm which helps businesses and entrepreneurs make visions a reality. Brady Ware services clients nationally from its offices in Alpharetta, GA; Columbus and Dayton, OH; and Richmond, IN. The firm is growth-minded, committed to the regions in which they operate, and most importantly, they make significant investments in their people and service offerings to meet the changing financial needs of those they are privileged to serve. The firm is dedicated to providing results that make a difference for its clients.

Decision Vision Podcast Series

Decision Vision is a podcast covering topics and issues facing small business owners and connecting them with solutions from leading experts. This series is presented by Brady Ware & Company. If you are a decision-maker for a small business, we’d love to hear from you. Contact us at decisionvision@bradyware.com and make sure to listen to every Thursday to the Decision Vision podcast.

Past episodes of Decision Vision can be found at decisionvisionpodcast.com. Decision Vision is produced and broadcast by the North Fulton studio of Business RadioX®.

Connect with Brady Ware & Company:

Website | LinkedIn | Facebook | Twitter | Instagram</a

TRANSCRIPT

Intro: [00:00:02] Welcome to Decision Vision, a podcast series focusing on critical business decisions. Brought to you by Brady Ware & Company. Brady Ware is a regional full service accounting and advisory firm that helps businesses and entrepreneurs make visions a reality.

Mike Blake: [00:00:21] Welcome to Decision Vision, a podcast giving you, the listener, clear vision to make great decisions. In each episode, we discuss the process of decision making on a different topic from the business owners’ or executives’ perspective. We aren’t necessarily telling you what to do, but we can put you in a position to make an informed decision on your own and understand when you might need help along the way.

Mike Blake: [00:00:41] My name is Mike Blake, and I’m your host for today’s program. I’m a director at Brady Ware & Company, a full service accounting firm based in Dayton, Ohio, with offices in Dayton; Columbus, Ohio; Richmond, Indiana; and Alpharetta, Georgia. Brady Ware is sponsoring this podcast, which is being recorded in Atlanta per social distancing protocols. If you would like to engage with me on social media with my Chart of the Day and other content, I am on LinkedIn as myself and @unblakeable on Facebook, Twitter, Clubhouse, and Instagram. If you like this podcast, please subscribe on your favorite podcast aggregator, and please consider leaving a review of the podcast as well.

Mike Blake: [00:01:16] So, today’s topic is, Should I get a job with a nonprofit? And according to a 2019 report by the Center for Civil Society Studies at Johns Hopkins University, nonprofits account for roughly one in ten jobs in the United States private workforce, with total employees worked numbering 12.3 people in 2016.

Mike Blake: [00:01:40] And I want to cover this topic because I think it’s timely for a number of reasons. Number one, as we record this on May 13, 2021, we are seeing some unprecedented conditions in the job market. For the first time in my lifetime – and I just passed age 51, so that makes me 1970 vintage – this is the first time I can ever remember people talking about a labor shortage. There have been times it’s been difficult to hire people. Of course, in the 1990’s, we have the dotcom boom and we had a very tight labor market. But there’s never really a thought that we just didn’t have enough people to fill jobs.

Mike Blake: [00:02:26] And the conversation this time, I think, is very different. I think it’s also relevant because, you know, the pandemic and other things that have happened, of course, right along with it, we’ve had massive social upheaval. And many of the effects of those two phenomena have been not great. People have been hurt. They’ve died. They’ve had their lives, their careers, perhaps, inexorably altered. But it’s also led, I think, as any crisis and cataclysm, really, creates is something new that’s going to rise from the ashes.

Mike Blake: [00:03:14] And what I’m observing as I read and as I talk to people, as I listen to other podcasts, TED talks, et cetera, one thing that’s rising from the ashes is, I think, many people are re-examining what they want to do with the rest of their lives. They’re re-examining, “Is what I was doing in 2019, is it really all that and a bag of chips, frankly? And do I kind of want to go back to that in 2021? Even if I get two shots, even if I get ten shots, even if everybody I know and their uncle and aunt get shots, you know, am I all fired up to going back to what I was doing then?”

Mike Blake: [00:03:53] And, now, realizing how life short is – I don’t know what the death toll is in the United States. The official death toll is a-half-a-million. I think it’s likely higher than that from the pandemic. And although it’s been concentrated among the elderly, it certainly has not been limited to that. And so, you know, my Generation X and other subsequent generations have been confronted with mortality in, in your face, widespread way, that, again, I don’t think that I can remember. I think it’s prompting a lot of people to do some soul searching and say, “Am I doing what I really want to be doing?”

Mike Blake: [00:03:53] And that leads into that labor force discussions, partially that we don’t have enough people. On our last conversation we had last week with Jeffrey Korzenik, you know, the decline in labor force in the United States has been occurring since 2010. This phenomenon just simply made it more noticeable. But I think a lot of people are reexamining, not only what are they doing, but why are they doing it? And I think people are starting to place a premium on, “If I’m going to work, then I want it to be more meaningful than a paycheck. Frankly, I want it to be more meaningful than paying off my student loans. If that’s all it is, I’m not sure how I’m interested.”

Mike Blake: [00:05:19] And so, I think for many people the thoughts are turning to a nonprofit. I think by definition, when you work for a nonprofit, you’re committing to work for something that’s a purpose greater than yourself. And our guests will talk to us more about that. But one of the attractions, I think, for working for a nonprofit is – I cannot imagine it’s all about the paycheck. You don’t change your career to the nonprofit world to get rich. You change your career because you want your work life to have a greater impact beyond yourself. And from what I’m seeing and how people are reflecting upon their lives, how their spirituality is evolving in this trans-pandemic environment, I think that it’s a timely topic. And I hope that you, the listeners, think that it’s a timely topic, too.

Mike Blake: [00:06:10] And helping us work through this are two guests, Elisa Goodwin and Stan Dawson. Elisa Goodwin is currently President and CEO of Mission: Hope, an Atlanta based international nonprofit serving through local leaders in the world’s most remote villages to build sustainable solutions to their most urgent issues. Last year, Mission: Hope served 45,000 in remote villages where no one else was helping. She spent the last 15 years in nonprofit service. Prior to that, she was a bank executive in small business banking and retail for more than two decades. For those considering profit versus nonprofit careers, she can definitely provide perspective.

Mike Blake: [00:06:47] Also joining us is Stan Dawson, who is the Executive Director of Crossroads Community Ministries from 1999 to 2016 – at which point, I believe he retired. Prior to that, Stan was a partner and co-owner of Northside Material Brokers Incorporated. And before that, was executive director of Creative Interchange Incorporated, which is a division of FCS Urban Ministries that’s focused on job development and business creation for those living in low income communities. He also served as National Community Services Director for Prison Fellowship Incorporated in Washington, D.C. Another connection, because our last topic was about making the decision to hire people with a criminal record.

Mike Blake: [00:07:24] Stan also worked with Boys Clubs of America, where he designed the Self-help Youth Employment Program. He spent almost three years in the Campus Life Youth for Christ International, working with low income high school students. Stan’s first job out of school was with the First National Bank of Atlanta in their marketing department. Currently, he’s married with two adult children and two grandchildren. Elisa and Stan, welcome to the program.

Elisa Goodwin: [00:07:47] Thank you, Mike.

Stan Dawson: [00:07:47] Thank you. Glad to be with you.

Mike Blake: [00:07:49] So, this may sound like an obvious question, but I think it’s actually quite a new one, so I’m going to ask it anyway because I don’t want to assume. What is a nonprofit exactly?

Elisa Goodwin: [00:08:03] Do you want to go first, Mike? Or me?

Mike Blake: [00:08:08] Elisa, why don’t you take it.

Elisa Goodwin: [00:08:09] Sure. So, it’s an organization that qualifies for tax exempt status from the IRS. And its mission or purpose is to further a social cause and provide public benefit. And if you are qualifying for people to write off their donations, then you’re a 501(c)3. That’s the really simple explanation or definition of it, but that’s pretty much what it is.

Mike Blake: [00:08:43] Okay. So, I like you both to talk about your origin stories. Stan, I’ll ask you to lead off first. You spent a good chunk of your career, and it sounds like from a pretty early age, in the nonprofit sector. How did you get there?

Stan Dawson: [00:08:59] That was not my intent. I grew up right near downtown Atlanta. I got a business degree. And my one goal in life at that point was to make as much money as I could coming out of college with a business degree. I got on at that point, as you had mentioned earlier, with one of the largest banks in Atlanta. Then, it was known as the First National Bank of Atlanta, since morphed many times into Wells Fargo today.

Stan Dawson: [00:09:36] And I was really fortunate through a professor friend, landed in their marketing department. And most people starting out in banking, at least back then, you had to start at ground level. So, I was really fortunate, excited, thrilled that I’d be on the path to establishing a solid financial foundation.

Stan Dawson: [00:10:02] Well, 15 months into it, my heart started pounding away and I realized that for me to have a goal of making as much money as I could wasn’t going to bring me joy in life. It might bring me a happy retirement, but I wanted to enjoy what I was doing while I was doing it. So, I got involved with, as you said, Campus Life Youth Organization. Mainly underprivileged teenagers at that point fell so in love with that.

Stan Dawson: [00:10:37] I morphed into the next phase, which was aligning myself with a brand new organization, since become quite well-known, at least in southeast Atlanta, and that’s Family Consultation Services, which in effect worked with the same population. But parents, children, teens, whomever was in that demographic. I fell in love even deeper with what I was doing that led to involvement at one point with federal prisoners. Chuck Colson, who you may remember is President Richard Nixon’s hatchet man, started this organization. Tremendous job. We were helping federal prisoners. I did that for a few years. Moved back to Atlanta, re-engaged with FCS, ran some businesses for them.

Stan Dawson: [00:11:41] And then, after 20 plus years, I decided maybe it was time to step away, take a break from nonprofit work, and get back to pursuing the goal of chasing money. So, I went into partnership with another individual. I was making more money than I ever had. And suddenly, the heart started pounding away. And I said, “This isn’t worth it. I’m making all this money and I’m very miserable.” With that – long story short – a door opened up the Crossroads. They were looking for an executive director. Because of my background and, obviously, my most recent business experience, I jumped into the hopper and was selected to be the next executive director. And then, until I retired, I just spent 16 incredible joyous years doing that program, directing that program.

Mike Blake: [00:12:47] Elisa, how about you? I know you had a little bit of a different path. What’s your origin story? How did you and the nonprofit world meet?

Elisa Goodwin: [00:12:55] Okay. Well, so I was having a really great time in banking for, like you said, over two decades. I moved up the ladder quickly, got my MBA to be more competitive. One trip still why. I just got stock options. It was a blast. And I loved banking, so the only mission that I had was to be the next bank president. I was perfectly satisfied. Well, and I’m being facetious, but the mistake of saying, “God, send me where you want me. And if you ever want me to leave banking, just make it clear and I’ll leave.” Well, there you go.

Elisa Goodwin: [00:13:35] And then, two weeks later, we were getting ready for a recession. And the senior team was getting together and the leader said, “You guys need to decide that you’re in this with me and we’re going to make some changes. It’s going to affect you, but you’ll still get your salary and all your good stuff. But are you in?” And long story short, I felt like I could make a decision right there. So, since I needed to make a decision, I really felt like that was a clear point to terminate a 17 year relationship with one particular leader.

Elisa Goodwin: [00:14:09] It was super difficult to do, and I was sure that my purpose was to go in the financial industry, just a different job. I was a senior VP at that point, like you said, in retail and small business banking, and loving every minute of it and very fulfilled. So, I started looking in the financial industry and applied to one nonprofit that I knew of because of my experience with a board member who gave generously to that organization. And I read their book and loved it.

Elisa Goodwin: [00:14:40] And, actually, the president of that organization was the former prison fellowship president after Chuck Colson – so we have a little connection there – Tom Pratt. So, anyway, they called me and I was sure that they were going to offer me or invite me to give a major gift. I really didn’t think they would want, you know, a jaded banker to take a ministry position. And so, I went in and they didn’t have a role. And the guy liked me and said, “All I have is this assistant position.” And here I have been a senior V.P. and I said, “Well, you know, if this is where I’m supposed to be, God will provide, let’s keep talking.”

Elisa Goodwin: [00:15:18] I ended up going into the senior team meeting. He wanted me to meet everyone. Tom Pratt saw me and said, “I want to see this lady’s resume.” And as a result, my first gig was at an international ministry and I was running, essentially, sales. The equivalent in a nonprofit of sales is philanthropy fundraising. So, I ran the fundraising, the marketing and communications. And that was my background. And that’s how it all started.

Elisa Goodwin: [00:15:48] And I’ve got to tell you, I’ve never felt like I had to be in nonprofit, even though it’s certainly rewarding. But every time I think that God is kind of stirring me up to go somewhere and I say, “Well, if you want me to go back into the for-profit world and, you know, be a light and an encouragement and do my job, I’ll do it.” But he keeps sending me into nonprofit. So, here I am, 15 years later, still in nonprofit, and enjoying it. I’ve had a career that I’ve loved every minute of for-profit and nonprofit.

Mike Blake: [00:16:18] Well, I can see that. For the listeners, you can’t see the video, but I can see she’s got a big smile on her face when she talks about this. So, it certainly looks like you’re enjoying it. So, a question I’d like each of you to take a swing at. It could be just my bias, though I don’t think so. But if it is, I’ll cop to it. But I think there’s a sense that when people leave the corporate sector to join a nonprofit and to join that world, there can be the perception that that’s sort of a transition to retirement or maybe a capstone to a career.

Elisa Goodwin: [00:16:59] It’s viewed – I think in some circles, if you don’t know what you’re talking about to be perfectly candid – as something of a step down from being in the corporate environment. It doesn’t pay as well. Perhaps the intensity is less, but you’ll either confirm or disabuse me of that notion. And I’m curious, is that accurate? Is that a bad bias? Is there some truth to that? How would you kind of react to that observation?

Elisa Goodwin: [00:17:28] I can go first if you want. I would say, first of all, I know that some people consider it like their half-time transition. And some people do consider it kind of in semiretirement mode. But I think it’s just completely situational and can go either way. For me, it was just the next step in my career. Did it actually set me back? Yeah. I took about a 65 percent pay cut and went from six weeks vacation to zero the first year with loads of experience. So, heck yeah, I call it my desert period.

Elisa Goodwin: [00:18:06] Now, you know, I’ve pretty much recovered from that. I mean in terms of that, there are jobs that are sweet that pay a lot in nonprofit, but there’s a lot more probably that don’t, I would say. And I even worked for an organization that didn’t have medical benefits and I had to turn around and find ways to provide that because I could not take care of my people.

Elisa Goodwin: [00:18:30] But in terms of how demanding it is, I would say that I thought I worked like a dog in banking, but now I work like a dog, a cat, and a gorilla. I mean, it’s a lot. It’s demanding and rewarding. So, if you don’t do it for the passion and the mission, then you probably should still be in for-profit because, you know, it is rare that you are compensated fully for all that you sacrifice to be in that role. And I mean that in a positive way. But it is the truth.

Mike Blake: [00:19:04] I mean, there’s a trade off that we’re talking about, at least I perceive it to be that way anyway. Stan, do you want to add anything to that?

Stan Dawson: [00:19:12] Well, just to say that, for me, as I mentioned, I was making more money than I ever had, but my heart was just empty. And when this opportunity presented itself, I couldn’t get to it fast enough. I had to dissolve my side of the partnership. But it was just such a joy to leave. The fact that I was going to take a pay cut never entered my mind. I knew that I was getting older faster and that I wanted the rest of my work life to be involved with helping to make lives better for the organization we’re serving.

Stan Dawson: [00:20:00] I will say that the business opportunity, when you run a business, of course, PNLs, balance sheets are very, very important. Often people think that in the nonprofit sector, it’s not quite as important. But it’s just like running a business. You better have more revenue coming in than going out. Or regardless of how big your heart is, the doors are going to eventually close. So, my business degree and ownership position for those four or five years, I took all that skill with me to the nonprofit. And I think elevated my management standards, if you will, much quicker than it would have had I just started out in the world of nonprofits.

Mike Blake: [00:20:57] You know, you say something that I like to pause on a little bit, because I think that’s important. I’ve served on boards of a couple of nonprofits. I’ve never been employed by one. I’ve never been offered employment by one. But one thing that struck me is that, generating revenue for a nonprofit, I think, may be harder – maybe a lot harder than generating revenue for a for-profit.

Mike Blake: [00:21:24] You know, I’m a partner in a CPA firm and I’m a practice leader, and, frankly, I can sell. And if I don’t, I’m going hungry. But if I had to sell kind of the way that nonprofits generate revenue, that’s just a different animal, man. And I think in a lot of ways it’s harder, isn’t it? I mean, what do you think about that? I am on to something there or am I all wet?

Stan Dawson: [00:21:53] No. Not at all. At Crossroads, who we had the privilege of serving was people who came to us that were homeless. They could have been a bank executive or pro athlete, crack, cocaine, abuser, prostitute, all walks of life came through our doors at Crossroads. And, you know, when you don’t have a hard product to sell, if you will, for $0.97, what you’re selling is trying to make a human’s life a little bit more joyful, more livable, more sustainable, that’s a challenging task. I’m sure Elisa with her mission runs into the same thing.

Stan Dawson: [00:22:56] But to try to raise revenue for that particular population is a real challenge. So, you better come with a briefcase full of business savvy knowledge base about the population you’re serving, and what it is you need and are asking for, so that the folks you’re requesting funds from will buy into your sense of accountability. Because if they don’t, there’s no going back with a less expensive product.

Mike Blake: [00:23:34] Elisa, what do you think?

Elisa Goodwin: [00:23:35] Oh, my word, it’s tremendously different and more difficult. So, in banking, of course, if you can show me how you can save me money and make my business easier to run, and I like and trust you, you’re goals. In the nonprofit sector, you have to still build the relationship and be trustworthy. But then, as Stan said, you’ve got to connect with where their heart is, where they want to have their money make the biggest impact. And there are tons of different ways they look at that, right? So, you’ve got to figure out what triggers them and what’s going to keep them engaged, as opposed to simply save you money on your loan and your deposits, et cetera. I’ve got your business as long as I stay competitive.

Elisa Goodwin: [00:24:24] And just like the for-profit industry, you are competing with tons of other nonprofits who know where the money is and they are pinging on these people as well. And then, you’ve got the people that are so jaded, they talk about how they feel like an ATM machine. That’s kind of a common phrase. And then, they’ll use third parties like National Christian Foundation and other community foundations so that they are a bit separated from the organizations unless they choose to engage. And then, that kind of creates a wider distance for you and that the partner so it’s even harder to keep them engaged.

Elisa Goodwin: [00:25:05] I mean, there are benefits to it. So, not discounting the value, but it is kind of, now, there’s an additional gatekeeper to that person. So, it, honestly, is a lot tougher. You can transition those skills and learn the ways to engage people and be really conscious of what triggers them and their vision trips and things like that. But it’s not as simple. I could do banking, and my team and I would be number one all day long for years. But transitioning to nonprofit, it was just a whole new game.

Mike Blake: [00:25:38] So, I want to come back to that transition, because I think that’s really important for our listeners to understand kind of what they’re getting into. And on that note, you know, when you went from corporate into nonprofit, what was that adjustment like? How long did it take for you to get adjusted? What were the hardest things for you to catch up to in order to, you know, for lack of a better term, find your stride? Elisa, yeah.

Elisa Goodwin: [00:26:11] For me, a couple of things, one – and this one’s really minor, but it’s an adjustment – how you communicate. So, when you’re in ministry, oftentimes you’ll do your closing with blessings or, you know, whatever, depending on what your mission is and what resonates for you. But I was used to sincerely in regards, right? So, suddenly I’m getting all of the kind of Christianize verbiage, you know, both in communications to partners and even in my own emails. So, that was a significant change.

Elisa Goodwin: [00:26:45] It was intimidating to be around people who had led these, at least for all intents and purposes, amazing Christian life, a lot of pastors or this and that so they had dedicated themselves. And I’m coming in, you know, divorced and just, you know, the mess that you bring with normal life and feeling like each one of them came out of the womb with a Bible in hand. So, it was a bit intimidating. And then, the adjustment of realizing that you can’t go in for a sale like you do in for-profit.

Elisa Goodwin: [00:27:19] And even hiring people, there were people that I could see that had great sales skills, but were they willing to soften them? You know, in the case of working in a Christian organization, you want to also make sure you’re praying and allowing the Holy Spirit to lead. So, all of those things to make sure those rough edges didn’t turn people away. So, there were a lot of nuances that had to be done for me and as I looked at other people to bring into the organization. But still, I would say once I got settled in after, say, a quarter, three months, I felt pretty comfortable. And the skills that I had acquired through education and experience actually really made it fairly easy to transition as long as you’re self-aware and make the adjustments.

Mike Blake: [00:28:06] So, Stan and Elisa said something that I’d like to ping you on, because I find that to be true, too. You know, nonprofits in a way can have their own language to them, can’t they? The accounting can be different. The terminology can be different. And that can be difficult to catch up to.

Stan Dawson: [00:28:28] Yes, without question. You know, for me, I think the greatest asset – that I don’t take any credit for this. It was just there in my heart – people would say to me, thinking about the transition you’re describing, “What’s it take, Stan?” The first and foremost thing that enabled me – and by the way, my first day of work, I discovered there was a $60,000 debt hanging over the organization that no one bothered to share with me when we were in the recruitment phase of the process.

Stan Dawson: [00:29:11] But I did know one thing, like Elisa, I knew that God had opened this door for me and that my passion was overwhelming. I didn’t realized it at the time, but that ended up being my greatest tool in my briefcase, because, you know, with some people, you can use the right language. You can come up with the correct bylines. But, really, what closes the deal is if the presenter has an incredible passion for what it is they’re doing. And I had that passion. Again, I don’t give myself any credit. It was just there already.

Stan Dawson: [00:29:57] But as soon as they read my passion, I had instant access to whoever it was I was presenting to. And then, once they realized that we were running Crossroads, just like they were running Chick-fil-A or whatever other organization they were corporately involved with, you know, the door got even wider for us. There’s a tremendous sense out there – and I think it’s true throughout America – of wanting to make life better for those who need a little bit of assistance. But often time, as Elisa alluded to, the puzzle gets real jumbled and you’re not sure where or how to do that. But when you come with passion, one, and, two, business savvy about the organization you’re managing, credibility becomes much easier.

Mike Blake: [00:31:07] So, Stan, I like to follow up on that. You said that when you joined, there is a $50,000 debt that wasn’t overly enthusiastically disclosed to you. Did your business background help you address that debt in a way that, maybe, would not have been as effective had you not had that background?

Stan Dawson: [00:31:36] Without question. And I wish it had been 50, but it was 60.

Mike Blake: [00:31:40] Sixty. Okay. What’s $10,000 among friends?

Stan Dawson: [00:31:45] Yeah. Not only my nonprofit experience, but the business experience running my own business there for a while, taught me how important it was to cross T’s and dot I’s. And, again, because we dealt with so much of the private sector corporate community in metro Atlanta, you know, to demonstrate that this organization was about basic business principles along with our mission, it made the task much easier.

Stan Dawson: [00:32:27] Now, again, when I discovered the $60,000 debt and what I hadn’t said so far, the population we were working with in metro Atlanta is a population that most citizens, just like in Cleveland, Ohio or L.A. or San Francisco, it’s a population that a lot of folks already have preconceived notions about. So, you can imagine – and I never thought of myself as a sales person – the amount of effort going in to having to change minds about that situation we call homelessness in America, to then turn around and ask them to get on this particular train to help make life better.

Stan Dawson: [00:33:25] But, again, to answer your question, Mike, because of my business background, that I could take that and I could marry it up to my incredible passion for what I was being asked to do. It took a while to get rid of that debt, but it turned into a win-win situation. And, thankfully, when I left the organization, its balance sheet was over a million dollars.

Mike Blake: [00:33:55] All right. Well, congratulations. Now, at least let me ask you sort of a similar question, but a little bit differently. As you joined your nonprofit and you’ve got to sell it over those three months, what skill did you learn was the most valuable? What skill did you bring to the table walking in that said maybe people said to you, “Thank goodness you know how to do this because we really need help here”?

Elisa Goodwin: [00:34:21] Gotcha. So, yeah, it’s different from the first world to the world now. So, I would say it was having that sales management experience. That and, honestly, you would think that nonprofits are just, I wouldn’t say well- managed, but they think that they’re happy places. Everyone must be happy. They love Jesus or, hopefully, with a good mission. But it doesn’t mean that’s always the case. So, part of what I brought was my positivity that I didn’t realize people so desperately wanted. And the other part was the experience in sales management that could help with philanthropy and communications.

Elisa Goodwin: [00:35:09] But then, I need to piggyback off of what Stan said, I realized the more I got involved in nonprofit, that there were a number of individuals leading departments and organizations who didn’t have the business background and it did caused issues. And so, there was a real benefit having someone with my banking finance leadership experience. It really did help fill a gap that wasn’t always being filled in a nonprofit. So, definitely that’s critical.

Elisa Goodwin: [00:35:40] And I also agree with Stan that, if you do decide to go into nonprofit, it’s good to ask a lot of really good challenging questions. Because don’t expect there to be more transparency in a nonprofit in terms of their challenges as opposed to a for-profit. Just because, you know, maybe it’s a Christian organization does not mean that they’re going to share everything that you probably should know. And so, you’ve got to ask those tough questions. Don’t make assumptions.

Mike Blake: [00:36:12] So, at least you said something that to I want to capitalize on a little bit. You know, I do think there’s a conception, there’s a bias, or even a stereotype that nonprofits are sort of happy, la vita dolce kind of places because you don’t have the pressure cooker of being on Wall Street. And as if there’s just those two extremes and nothing in between. And, you know, having been involved pretty heavily in one nonprofit in particular that was struggling, I think the morale in a nonprofit can actually be much more challenging than in an organization, especially if things aren’t going well.

Mike Blake: [00:37:02] And I say that because, you know, in a business organization, if things aren’t going well, I think you have a lot more tools available to turn things around. I, as a practice leader can say, “Well, I’m going to work harder. I’m going to sell more projects. I’m going to get more revenue in the door by cutting prices,” whatever. I’m glad John Ray is not here, he would cut me off if I said that. But whatever it takes, I have more tools available to me.

Mike Blake: [00:37:26] But with a nonprofit, when things aren’t going well, I think nonprofits have a little bit of a harder time turning things around because, first of all, the revenue cycle is so different. You know, typically, you have narrow windows of opportunity to bring in new revenue. And, also, I think because people in nonprofits, like you, they typically join nonprofit because they’re so mission driven. If they feel that mission being constrained, I think it can be very demoralizing as well. And so, I love both you and Stan to comment on that. Is it, in fact, more difficult in some cases to maintain morale inside of a nonprofit?

Elisa Goodwin: [00:38:14] Yes. I would say yes. And apologies to any nonprofits I worked for in the past, but, honestly, I would say the morale was better in my for-profit experiences than my nonprofit. And part of that was some of the clunkyness of the experience. Or even, you know, maybe a little bit more focus on the mission and a little bit less on taking care of the people.

Elisa Goodwin: [00:38:41] And, for me, my passion is to see people thrive both globally and my team. And so, we’re very holistic with the international mission. And so, I wanted to be holistic with our U.S. Team as well. So, just to share with folks who might be interested in this, we are going through a dream manager training program.

Elisa Goodwin: [00:39:04] Matthew Kelly wrote this book called Dream Manager, and it’s about really unpacking the dreams of your team, both personal and professional. And if you can help them focus on that and actually even make adjustments to your own organization culturally in policies and things where it makes sense. You know, in one case, there was a large organization that had low skilled people and they were out all the time, but it was because they couldn’t get to work. He ended up having a shuttle where people met at different hubs and then, suddenly, morale and attendance was higher. So, being more sensitive to the needs of your people in a very intentional way.

Elisa Goodwin: [00:39:39] And so, I reached out to Matthew Kelly and we were invited to go through the training. It’s a year process. And we’re going to embed it in our culture. But that’s because I feel like it’s kind of hypocritical to say, “Hey, we’re helping people in these remote, unreached areas to thrive and then not addressing the needs of our own organization.” So, I think that’s part of the rub where we get so wrapped up in the mission that maybe sometimes we forget we have a mission to the people within our U.S. Group as well. I can’t speak for everybody org, but that’s been my perception with some.

Elisa Goodwin: [00:40:11] And, hey, if you’re a nonprofit and you know you had to make these sacrifices, so what if you can’t pay your mortgage or you don’t have medical benefits, right? But then, you don’t have a thriving team and it’s going to end up playing out in production and everything else.

Mike Blake: [00:40:27] Stan, anything you’d like to add to that?

Stan Dawson: [00:40:29] Well, yes. I wouldn’t disagree with anything she said there. But when I got to Crossroads, there were several staff members with college degrees that were not totally in touch with the population we served. So, they had already reached the negative morale point, if you will. One of my first challenges was to remake the staff. There were a couple of folks that were already there that were top notch and fully empathized with the population we were working with.

Stan Dawson: [00:41:12] But I really flipped the switch at Crossroads in that I started to employ people that had come to us to receive our services, meaning formerly folks who were homeless, men and women. That was probably, in all my years, the smartest management decision I made because it made my job so much easier in that, if you’ll excuse the expression, I got rid of a whole lot of BS much sooner than if a bunch of degree people had sat down and tried to figure all that out. So, I was really fortunate.

Stan Dawson: [00:41:58] And it wasn’t that I had some kind of special training to know to do that. It just made common sense to me. And then, long term, the benefit of that is that the people that were financially supporting us really warmed up to the fact that, “Wait a minute. You had former people coming to you for service and now they’re moving into the workforce?” So, it turned into a real bonus. I didn’t anticipate that. I just did it because I thought they’ve been there. They know what it is I’m trying to raise money and resources for. So, let me listen to them about what the geography looks like.

Mike Blake: [00:42:51] So, are there any skills or abilities that you developed in business that maybe you wish you could use more? Stan, anything come to mind? Something that you don’t use as much, maybe as much as you thought of, as much as you would like to?

Stan Dawson: [00:43:14] I don’t want to sound like a broken record here – and I’ll just name it – that be it God or the Holy Spirit placed it in my life, the intangible that I keep referring to is that word passion. And so, I went to school and learned the business school, I ran a business, so I learned those skill sets. So, with that luggage in hand, the passion was already there. But I would never, never in my wildest expectations taken on a job like this without that passion, that commitment to the mission that was there. I know that sounds awfully simplistic but –

Mike Blake: [00:44:08] Well, look, I think to be fair, there’s a lot to it. My favorite business book – period. There’s no tie. There’s no close second – Start with Why by Simon Sinek. And the fundamental thesis of that book – and by the way, I have an uncomfortable man crush on Simon Sinek. My dream is to get him on this podcast. He will never come. But his core thesis, people don’t buy what you do, they buy why you do it. And that’s not just customers, but also the people that you work with.

Mike Blake: [00:44:39] And, you know, you spoke of something about how you hired and that you actually hired from your clientele, if you will. And there was a case study that either in Simon’s book – I call him Simon. He calls me who the heck are you? – or the successor book, Find Your Why, they talked about a study of actually a telemarketing firm that did fundraising for nonprofits – no. It was a hospital that did fundraising. So, they have a benevolent fund for patients, that’s what it was. And they found that simply by bringing in people to meet the telemarketers who had been helped by that program, that their effectiveness went up by something like 30 percent.

Stan Dawson: [00:45:36] Absolutely.

Mike Blake: [00:45:37] Because it just gave people a sense as to why they were doing it. It became real. So, that organization made it a point to bring in somebody who had been helped by the program once a month to talk to everybody. And that was as motivating as anybody. And in fact, an interesting thing is that, it actually turned the lower performers into the highest performers. Because they had a [inaudible] that some people that just like telemarketing. If they hadn’t done it for them, they would have done it in a boiler room someplace. And they were just going to call people to get money because that’s the way they were wired.

Mike Blake: [00:46:10] But for other people that did sort of face that call reluctance, if you will, being enrolled in a higher calling purpose or mission, all of a sudden, made them go from being the bottom performers to the top performers. So, for what it’s worth, I think that completely meshes with the empirical data that’s out there in terms of how that can be very powerful and transformative decision.

Stan Dawson: [00:46:36] It certainly worked for us.

Mike Blake: [00:46:43] We’re talking to Elisa Goodwin and Stan Dawson. And the topic is, Should I get a job with a nonprofit? And I like both your answer this, so each of you should answer it, what in your mind is the most common misconception or misunderstanding about working for a nonprofit? What do most people think working for a nonprofit is like that really isn’t true at all?

Elisa Goodwin: [00:47:13] I just recently heard a perception that, you are not going to get the same quality experience because you’ve got people in nonprofit who maybe couldn’t make the cut in for-profit. And that you’re not going to get paid what you’re worth. And I think both of those are true and not true. It just depends on the organization like anywhere else. And this is at least in a small nonprofit. And I’ve worked in small and large ones.

Elisa Goodwin: [00:47:47] In a relatively small organization, it reminds me of a small bank environment where you got to wear a lot of different hats. So, it really exposed you to a lot of areas that otherwise you may not. In a commercial bank, you’re siloed. And in a really large nonprofit, typically, you have your scope of responsibility and you don’t go beyond that typically. And so, I think it can really challenge you and allow you to see what you enjoy most and then grow on that.

Elisa Goodwin: [00:48:17] I think the disadvantage is that, in most nonprofits – I want to make sure people hear this – you will get a lot of good experience, but you won’t necessarily have a lot of time to continue to grow except in the practical application within the job. You know, one out of the five or six that I worked at really was already so solid in their infrastructure and workings that you have the space to maybe get higher education and different things. But in most of them, they oftentimes refer to it as, we’re building the plane while we’re flying it, which makes it a lot more difficult to get the additional refinement of your skills, but you will get a lot through experience.

Elisa Goodwin: [00:48:59] So, I would say from that perspective, there’s plus and minuses. And from the standpoint of salary, I think it could go either way. I see people who are overpaid in the industry and I see people who are underpaid. So, either way, I mean, it’s just hit or miss depending on where you end up working. And that’s up to you in terms of how well you vet the organizations that you choose to apply to.

Mike Blake: [00:49:27] Stan, how about you? Any misconceptions about working for a nonprofit you’d like to dispel our audience of?

Stan Dawson: [00:49:33] Well, at least in the arena I was in, in metro Atlanta, the nonprofit industry as a whole, the level of water has gone up, not down. Meaning, more and more organizations where they don’t survive are providing a living wage with decent benefits. When I got to Crossroads, there was not anything other than sort of indirectly connected health insurance policy, but that was it. But most nonprofits now that have any kind of a history, at least in the homeless arena, are paying a livable wage, have benefits, and it’s not like it was 25 years ago.

Stan Dawson: [00:50:29] Now, what I discovered at Crossroads, the other emotional side of it, all of us are human beings. We all bleed red blood. But the pressure of the arena I was in can be very intense, almost on a daily basis. So, you don’t have a ton of happy faces running around and smiling and patting each other on the back. But for those that have the passion down deep, they emotionally do just fine.

Mike Blake: [00:51:17] You know, we’re running out of time here and I want to make sure you guys can get back to serving your constituency and fulfilling your missions. But a question I did want to get to is, you know, for somebody who’s out there thinking about joining a nonprofit and moving their career into the nonprofit sector, whether temporarily or permanently, what in your mind is the biggest risk of doing that? Is there a risk to doing that? And if so, what is the biggest one in your minds?

Elisa Goodwin: [00:51:44] Well, first, they need to realize that the grass is not greener on the other side. It really is important for them to examine the whys behind what they’re thinking about doing. If it’s just because they’re not happy with the job and they have, maybe, unrealistic expectations that things are going to be rosier in a nonprofit, that’s not a good reason to do it. If, as Stan said, they’ve got a passion and they really want to invest their talents in a mission that’s going to resonate for them, that’s awesome.

Elisa Goodwin: [00:52:16] But, also, if they think that they’re not doing enough in their current job, I would challenge them to consider how to mobilize the opportunities that they do have. You know, if they’re making a lot of money, we need them. Stan and I in nonprofit, need them to fund the work and to be board members and different things.

Elisa Goodwin: [00:52:36] You know, they can be thought in, like, if you will, in their current situation, there are a lot of business leaders who are Christians who helped to empower and bless and be a light to their own corporations as well as to the business community at large. So, I would just challenge them to make sure that they’re making the decision for the right reason, because they can get that same satisfaction by continuing in a role in for-profit. But if they do decide that they want to be a part of it, I would not let them be deterred by the thought of, “Well, I’m not going to make the same amount of money.”

Elisa Goodwin: [00:53:13] I have yet to meet someone who’s going from for-profit to nonprofit who doesn’t talk about, “Well, I don’t know if I’m ready to take a pay cut.” Don’t walk in anticipating a pay cut. Do your homework, there’s a lot of data – I’d be happy to share some with you – so you can see what the typical salaries are and the ranges. Be aggressive to get what you deserve. There’s a chance not everybody is like, “Man, it’s going to take a big pay cut.” So, don’t let that deter you. But, you know, make the decision for the right reasons.

Mike Blake: [00:53:42] Stan, how about you?

Stan Dawson: [00:53:44] Elisa detailed it very well. Though I will go back, you’re going to stop calling me Stan and start calling me passion. But particularly what I was called to do, on a scale of one to ten, I’d have to measure where that passion was. Now, doing that involves a lot more than a resume. It involves a lot of building relationship with another person before you employ them. But if that passion level, because the work is too hard, is too challenging, you get slapped in the face way too many times against that backdrop. If their passion meter is not 8.5 to 10, they’re not going to last. And you’re doing them a disservice as well as the organization.

Mike Blake: [00:54:51] Stan and Elisa, this has been a great conversation. We’re running out of time and there are a lot more questions that we could have covered, but just enough time to. Would it be okay if somebody wants to contact you maybe to go deeper into a question we covered or cover a question that we didn’t? And if so, what’s the best way for them to contact you?

Elisa Goodwin: [00:55:09] For me, the best way is elisa, E-L-I-S-A, @missionhope.org.

Mike Blake: [00:55:17] Stan?

Stan Dawson: [00:55:17] And for me, it’s lowercase letters, S-A-D-6-6-7@icloud.com.

Mike Blake: [00:55:31] Okay. Well, thank you. And that’s going to wrap it up for today’s program, I’d like to thank Elisa Goodwin and Stan Passion Dawson so much for joining us today and sharing their expertise with us today.

Mike Blake: [00:55:41] We’ll be exploring a new topic each week, so please tune so that when you’re faced with your next business decision, you have clear vision when making it. If you enjoy these podcasts, please consider leaving a review with your favorite podcast aggregator. It helps people find us that we can help them. If you would like to engage with me on social media with my Chart of the Day and other content, I’m on LinkedIn as myself and @unblakeable on Facebook, Twitter, Clubhouse, and Instagram. Once again, this is Mike Blake. Our sponsor is Brady Ware & Company. And this has been the Decision Vision podcast.

 

Tagged With: Brady Ware & Company, crossroads, Crossroads Community Ministries, Elisa Goodwiin, Michael Blake, Mike Blake, Mission: Hope, Nonprofit, Nonprofit / Faith-based, Stan Dawson

Workplace MVP: Andy Davis, Trident Manor Limited

May 20, 2021 by John Ray

Trident Manor Limited
Minneapolis St. Paul Studio
Workplace MVP: Andy Davis, Trident Manor Limited
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Trident Manor Limited

Workplace MVP: Andy Davis, Trident Manor Limited

Andy Davis, Founder of Trident Manor Limited, brings extensive global experience to his work in risk management and security consulting for organizations.  He joined host Jamie Gassmann to offer perspective on the scope of cyber threats, share tips for mitigating workplace violence, address the particular personal safety concerns for women traveling, and much more. Workplace MVP” is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

Andy Davis, CEO, Managing Director, Trident Manor Limited

Trident Manor Limited
Andy Davis, CEO, Trident Manor Limited

Andy Davis is an international security, risk, and crisis management expert based in the United Kingdom. Following time spent undertaking investigative and intelligence activities within British security organizations. Andy joined the UK foreign service as a security risk management specialist responsible for the protection of embassies, personnel, families, and information. This took him around the world and in charge of all security activities in countries such as Uganda, Colombia, Saudi Arabia, and Pakistan.

Following a commercial job offer he joined the corporate world as the Head of Security (Safety & Insurance) for a Middle Eastern organization with assets of over $40 billion. This involved strategic oversight of all security and safety activities, designing and implementation of protective policies and the development of collaborative emergency and crisis management plans requiring engagement with emergency services, the intelligence community, and government officials.

In 2013 Andy left the corporate world and established Trident Manor Limited as a specialist security, risk, and crisis management consultancy dedicated to supporting others from individuals through to global organizations in the protection of their assets. He has operated in over 30 countries delivering advice and guidance and has responded to crisis situations where deployments into crisis situations have taken place to protect client’s operations and assets.

In 2020 during the COVID crisis, he devoted time, effort, and energy to create Trident Manor Training Academy which provides specialist training programs that concentrate on the protection of individuals, the protection of staff, and the protection of organizational assets, including their reputation.

He holds a Master of Science degree in security and risk management, is board certified by ASIS International and CPP (Certified Protection Professional), he is a Chartered security professional, a Fellow of the Security institute and chairs a number of professional safety and security organizations.

Andy is passionate about supporting cultural and heritage organizations as well as those humanitarian organizations that operate in difficult or hostile environments. He lectures around the world and has written numerous articles for professional or trade magazines.

LinkedIn

Trident Manor Limited

Trident Manor Limited was established in 2013 to offer clients, irrespective of their size, professional security, risk, and crisis management services anywhere in the world.

As with the trident the company offers three distinctive service strands, the consultancy, the education and training, and protective services.

Consultancy

The consultancy services offered have included undertaking strategic and operational reviews for organizations to assess the threats, risks, and vulnerabilities they may be exposed to. Once identified solutions are provided to manage and mitigate the threats and the risks that exist. Where vulnerabilities are identified ways of mitigating them are introduced. These assessments have involved evaluations from a wide range of threat sources such as terrorism, organized crime, espionage, riots and open conflict, and the often-forgotten threat ‘the insider’.

Once threats have been identified Trident Manor has supported organizations in creating robust and resilient policies, practices and procedures that provide organizational direction, reduce risks and address duty of care responsibilities.
Within the consultancy services is a specialist team responsible for ‘Corporate Research’ activities. This is a term used to describe our business investigative and intelligence services that have been used by global clients to assess threats to staff in Venezuela, operational issues in Mexico, threats from organized crime in Hungary, and in January 2020 the threat from a pandemic that was spreading from Wuhan.
The consultancy services are bespoke for a client’s needs and driven by what is most beneficial for the client, not profit margins. The sensible and pragmatic approach, alongside their discretion is respected by many individuals and organizations alike.

Training

Trident Manor has provided training to organizations around the world. It has been responsible for the creation of many bespoke programs that are sector or organization specific. The primary focus has been on the protection of individuals through the creation of personal safety and security programs, workplace violence, travel risk management, and operating in difficult environment programs.

In addition, the professionalization of individuals engaged in the cultural, hospitality, and retail sectors has been delivered through the implementation of programs such as proactive risk reduction, conflict avoidance, situational awareness and surveillance detection. Specialist driving, first aid, surveillance/counter-surveillance, and intelligence have also been developed to support the individual and the organizations they work for.

Finally, training programs aimed at the senior management and organizational level have been created and include emergency response scenario-based exercise, tabletop crisis management activities, through to full-scale collaborative exercises designed to test integrated response.

Protective Services

The protective services offered by Trident Manor include concierge staff, executive protection officers, security drivers, embedded security managers, and high-value escort services. One of the more recent protective services offered by Trident Manor is the e=protection services. This is where analysts collect and collate data from electronic sources that relate to clients or client activities before it is processed into actionable intelligence that can proactively prevent threats from impacting a client. This service is ideal for C-Suite members, those in sensitive positions, or the organization itself.

Whatever services a client requires Trident Manor has the global resources to help with “Enabling the Protection of Assets” – their motto since 2013.

Company website | Facebook | Instagram

 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: [00:00:26] Hi, everyone. Your host, Jamie Gassmann here. And welcome to this edition of Workplace MVP. The Workplace MVP we will be celebrating today brings expertise in an area that can be helpful, both personally and professionally. With us today to share his wisdom and knowledge regarding safety and security and crisis management is Owner and Managing Director at Trident Manor Limited, Andy Davis. Welcome to the show, Andy. And thank you for joining us today.

Andy Davis: [00:00:54] Thanks very much, Jamie. It’s a great pleasure.

Jamie Gassmann: [00:00:58] So, before we dive into today’s topic, can you tell me a little bit about yourself and your career journey?

Andy Davis: [00:01:05] Well, I suppose, as your listeners will identify, I’m from the UK. And I’ve been involved in security and risk management most of my adult career. That include the time in the British Military, where I was involved in intelligence activities and security management. In the police service in the UK, where I was a detective and led a team of investigators and, finally, undertaken intelligence activities. And then, ultimately, I joined the Foreign Service and I did roles equivalent to your RS or Regional Security officers, and that took me to Uganda, Colombia, working in Venezuela, Guyana, Panama, Saudi Arabia, throughout the Middle East and Pakistan.

Andy Davis: [00:02:01] Eventually, I entered the corporate world in the UAE, the United Arab Emirates, where I took a position as the corporate head of security. And then, in 2013, I established Trident Manor, which is my own security risk management consultancy.

Jamie Gassmann: [00:02:19] Great. Wow, what a journey you’ve had with your career. So, you recently held a free virtual event that was focused on personal safety and security for women. Can you tell us about that event and why it was important to you?

Andy Davis: [00:02:34] Well, throughout my career, personal safety and security has always been important, whether it’s my own personal safety and security or that’s looking after and caring for other third parties, whether it was diplomats, diplomatic wives, et cetera. And sometimes that was in difficult and hostile environments. This event that I held followed the kidnap and murder of a young female in London by a police officer who has been charged. And there was a lot of outcry, a lot of concern on social media, on mainstream media about the safety of women.

Andy Davis: [00:03:17] And so, what I volunteered to do as an individual, as opposed to Trident Manor, was to hold this event where some of the realities could be shared about, certainly in the UK, the levels of crime, but also victimization shown in identifying that lots of attacks on female was carried out by partners or people who they knew. And, actually, percentage wise, there was a small amount that was by strangers. But it’s primarily the strangers that caused the fear because they are the unknown.

Andy Davis: [00:03:54] Then, it went through a whole series of trying to give advice and guidance that would help everybody. And in this case, it was particularly aimed at females going about their daily lives, whether they’d be socializing, in the workplace, or actually travelling overseas. So, we give that presentation. It was well received. There was over 250, I think, on the call from around the world. And we’ve since actually uploaded that again, free of charge, so that anybody can see and share them.

Jamie Gassmann: [00:04:27] Great. That sounds like it was a well-attended event or a well-received event because I’m sure the information you shared was very helpful for that audience.

Andy Davis: [00:04:37] Yeah. I mean, it is important from the sense of the reality versus perception. But, also, the vulnerability of females. And the idea was, hopefully, to give them some confidence in actually ways of avoiding some of the dangers themselves. So, proactive prevention rather than reacting to an incident. Because then, if you can avoid an incident, there’s a great likelihood that you’re not going to be hurt.

Jamie Gassmann: [00:05:07] Right. So, now, looking at organizations, what are you seeing as main concerns for them and their security in this current work environment? You know, what are some of the things that you’re noticing in the work that you do?

Andy Davis: [00:05:24] Well, I think around the world, globally, cyber is the biggest threat. It’s impacting all organizations. I mean, there’s just been the attack on the pipeline that’s happened on the East Coast of the USA. Look at hundreds of millions of dollars worth of impact that must have had. But that happens to individuals. It happens to organizations. And it happens on a daily basis.

Andy Davis: [00:05:58] There were some statistics that came out and actually showed that, on average in the UK, every individual is attacked once every seven minutes. Which if you think about, that’s statistically looking at people. So, cyber is a constant and it’s there because it’s information that the companies need to operate and to function correctly. There are other threats. There has been an increase in protests, the protests of directly impacted retail, hospitality, museums, public services. But the primary threat that I see at the moment globally is from cyber.

Jamie Gassmann: [00:06:49] So, you shared with me in a previous conversation that protection is primarily about common sense. Can you elaborate on this and what that means to a workplace leader?

Andy Davis: [00:07:01] Well, I mean, you said to workplace leader, and really it’s to everybody. And one of the things that we really talk about as being a cornerstone of personal safety is situational awareness. And part of situational awareness is actually engaging with your brain, engaging with your senses. The common sense, when we look at security protection, if people just actually stopped and thought about what they’re doing, stopped and thought about what risks there are, and stopped and thought, “Why am I putting myself in danger? Why don’t I avoid it?”

Andy Davis: [00:07:41] It’s common sense from a security practitioner’s point of view. We look at things exactly the same. We look at things from a common sense approach. Good security, when we talk about good security, it’s not good cheap where you have the most expensive technical systems and the biggest barrier and the concrete walls. It’s where those of us need to continue with our lives, our business need to operate, and it’s adopting a common sense approach. Common sense approach is understand what risks exist for you and your business. And taking proportionate steps to actually manage those risks so you can continue to operate, to function, and create money or to make money. But at the same time, avoid unnecessary risks that exist.

Andy Davis: [00:08:29] Somebody asked me years ago, “Well, okay. What skillsets do you need for security?” And I said, “Ninety to 95 percent of it is common sense. Seven percent, you know, is that special skills.” And then, there’s always that element that’s still needed to avoid security situations. We can’t dictate what happens out there. But when you look at a new introduced security plans and measures, I still think that sounds and remain true to this day.

Jamie Gassmann: [00:09:14] Great. And I know you mentioned cyber attacks as being kind of a main concern right now and brought up some of the protests, which kind of lead a little bit more into this next question that I have for you. When looking at leaders, you know, when they’re asked about workplace violence, they often refer to, like, active shooter scenarios. Which, I know recently here in the States, we’ve had kind of a stream of them that have been occurring. But you indicated that there is a softer side of protection that workplace leaders need to be considering as well. So, in your opinion, what does that look like and why is it so important for business leaders to also stay aware and prepare for that softer side of violence in their organization?

Andy Davis: [00:10:06] Yeah. I mean, obviously, in the United States, the active shooter is a real concern and should always be a part of any active shooter program that the organization implements. But, equally, that’s the same wherever there is a prevalence of firearms or, as I said right at the start or what I said in your previous question, understanding the risks.

Andy Davis: [00:10:29] So, in your workplace, it’s important to understand the risks that exist. And this is part of the softer side. The softer side isn’t, don’t use a sledgehammer to smash a nut when you can have a nice delicate pair of nutcrackers there. Think about the cost as well, the nutcracker is far cheaper than the sledgehammer.

Andy Davis: [00:10:50] But when you look at a workplace, there are so many different parameters and so many different factors that can impact your work colleagues. Lots of violence occurs, violence, intimidation, harassment, whether it be sexual, whether it be through race. There are a lot of violence that many people don’t automatically identify as being workplace violence. But by fact, they are. Because violence is something that causes harm. Harm doesn’t have to be physical harm. It can also be that mental harm that somebody suffers. So, somebody being abusive, the constant name calling, these are softer sides, much softer than somebody pointing a gun.

Andy Davis: [00:11:37] But the impact of them could actually be equal. Because somebody through being bullied, somebody through intimidation, could suffer mental harm and anguish. Which, obviously, from a workplace perspective, could impact their effectiveness, their morale, the whole team’s morale. But, ultimately, it could cause somebody to commit suicide.

Andy Davis: [00:12:01] So, when we talk about softer skills, it’s things like what governors do you have in place to minimize harassment, to minimize bullying? What procedures do you have in place to have everybody take part in security? And by that, I mean, is everybody aware of how to open and close and make sure barriers exist if there’s a public/private interface? Softer sides include making sure that you have the necessary skills, training, and organizational resilience to deal with acts of violence that may come.

Andy Davis: [00:12:46] But we talk about workplace violence, here in the UK, lots of the drive that we do is towards that proactive prevention, that I mentioned earlier. So, it’s understandable situational awareness. Remember, your workplace isn’t necessarily a fixed location. Nowadays, with the smaller corporate world, your workplace could be here one day, in the U.S. one day, in the UK another day, across in Australia the next day. Technically, each of them becomes a workplace.

Andy Davis: [00:13:22] As an organization, what thoughts are being put in place to protect your staff while they’re travelling from location to location? Is the organization aware of what risks exist? Is there a terrorist threat? Is there a threat from protesters? What about environmental threats? Are you going into hurricane season, monsoon season, or is the risk of a tsunami? So, all of these sort of things, the naturally occurring incident threats don’t actually impact workplace violence because violence is arbitrarily enacted.

Andy Davis: [00:13:58] But if you think about it, it all revolves around the organization taking the time to assess and understand the risks. Making sure that they’ve got the good governance in place to manage the risk that they have. Provide training and resources that’s needed wherever their staff are working. I hope that answers.

Jamie Gassmann: [00:14:19] It does. And it kind of leads into my next question. So, in looking at protection, whether it’s for kind of that harder side of violence or softer side of violence, you indicated that one of the best weapons that an organization might have in helping to protect that in their workplace is communication. Can you talk a little bit around how communication can play a huge factor in being a protective agent within a workplace?

Andy Davis: [00:14:48] Yes. So, there’s a number of strands to this. So, if we take organizationally, communication, senior management really need to communicate. They need the organization to understand their approach to protection, to workplace violence, to threat, and risk management. That has to be communicated somehow. If it’s a 50 page document, nobody’s going to read it. If it’s either brief in a team talk in a town hall, that involves communicating. That might involve verbal communication or it might be through audio-visual communication, so creating of presentations. That’s important because it provides the direction and the parameters of acceptable behavior within an organization.

Andy Davis: [00:15:41] When we look at personal safety and security, communication is vital. And communication, again, isn’t just the spoken word, it’s the listening. And this doesn’t necessarily just apply in the workplace. This can apply in the streets, when you’re on holiday, when you’re socializing, or in the cinema. So, when we look at communication skills and the importance of them, our hearing, the vast majority of our communication should be through listening. I think my wife says I never listen – but I do lots of things and say lots of things.

Andy Davis: [00:16:17] But the listening aspect is important because it’s only through listening that you can either hear some complaints, you can hear if any problems occurred. You can hear from a personal point of view if somebody’s voice is increasing. Because if it’s increasing all of a sudden, you realize that isn’t normal. But you can only do that if you listen. And with listening, it’s also paying attention. So, listening is a vital communication skill because it helps you process the situation and it’s directly linked to situational awareness because you’re using your senses to assess and evaluate what the situation is presenting itself. So, the listening skill is important.

Andy Davis: [00:17:05] The verbal communication is important to an organization. You want that free flow of information. You want people to be able to share their concerns either in the direct workplace or if they’re traveling. Because it’s only through sharing that information that you’re going to increase the levels of knowledge and understanding by the organization. When you increase the levels of knowledge and understanding, you’re able to take steps to actually manage and mitigate those risks that exist.

Andy Davis: [00:17:37] But as an individual, verbal communication is really important because it’s a double edged sword. “How I see things” has a totally different meaning to “I’m ever so sorry. I didn’t understand what was being said there.” How you communicate can actually be a violence accelerator or it can be a calming, soothing activity.

Andy Davis: [00:18:09] The only new element of communication that I would like to say is nonverbal communications. They really, really are important because nonverbal communications help you read and interpret. It lets your brain function and identify potential triggers. So, if somebody is angry – and I always show a slide of the amazing Hulk turning green – wouldn’t it be wonderful if we knew somebody was going to be violent they turned green? We really could avoid them.

Andy Davis: [00:18:40] Life isn’t that simple, but there are still certain violence indicators that people can be aware of that they can see. So, the clenching of fists, the pinpointing of pupils, the stare, the heavy breathing, the stance. All of these things, little nonverbal communication skills. But if you can understand them, you can interpret that and say there is potential for harm. If you can identify a potential for harm, you can actually extract yourself and avoid the situation.

Jamie Gassmann: [00:19:12] Great. So, for business leaders and people in general, what are some things that maybe they’re not thinking about that, in your opinion, they should be, and should be thinking about probably even more so now, when it comes to personal security and safety that you would like to share?

Andy Davis: [00:19:34] Yeah. Well, I said it earlier, the cornerstone for me of personal safety and security is situational awareness. You know, if you can read and identify what’s happening around you. Is there an argument taking place? Can I smell burning? If you smell burning, what does that imply? Are you in a forest fire or is it a case of somebody has burned some food? But using your senses and actually being situationally aware is really, really a paramount importance in personal safety and security.

Andy Davis: [00:20:14] I mean, there are many other things where we talk about business leaders. The communication aspect, keeping that flowing and keeping it fluid, understanding, listening, making sure that their policies are such that people can reach out. Because what you want is, you want people to help support the protection of the business. The more they can protect the business, the greater the business is going to be.

Andy Davis: [00:20:39] So, why wouldn’t you go that extra mile to actually give the tools and help support them to help you protect your business? So, making sure that you have policies for – I don’t know what the term is in American – whistleblowing. You know, is there a whistleblowing policy? Is there a health and safety policy? Are there grievance procedures?

Andy Davis: [00:21:04] And these might seem, “Hold on. These are H.R. issues. What do they have to do with security?” Well, security is all about protecting assets. It’s about protecting people from loss, harm, or damage. It’s about protecting assets. And it’s also about protecting reputations. A business needs to protect its people, its assets, and its reputation to flourish. And so, therefore, everybody has a part to play in security. And, really, the organization got a great way to help.

Jamie Gassmann: [00:21:37] And I think your employees will thank you for it, too, in preparing them. Because I’m sure some of what you may teach in a corporate setting for protection of the organization and their employees can be things that are universal in helping them to protect themselves personally when they’re not maybe at work. So, there could be some underlying benefits for both professionally and personally for them.

Andy Davis: [00:22:00] Yeah. So, when it comes to personal safety and security, everything is transferable. All you’re doing is changing the setting that you’re in and the environment that you’re in. If, as an organization, you want to make sure that your staff were traveling to, let’s just say, East Africa, that they have the necessary skills and training. If they’re going to be driving in Saudi Arabia, where road traffic incidents and deaths, mortality rates are sky high, that you provide them with additional skills to drive safely and defensively.

Andy Davis: [00:22:38] So, there’s things that the organization can do that help them. But the transferable benefits pass on to their staff, who in turn pass it on to their children, their families. And I’ve seen it work. And it is a wonderful feeling when a young kid comes up to you and says, “You can’t do that because I’ve seen the little booklet that you wrote for my mommy and she says it’s marvelous.” Because what an organization should try to do is to build a security culture. It can’t be done overnight. It can’t be enforced. But it has to be driven by the actions of the top and the actions of the bottom and meeting together.

Jamie Gassmann: [00:23:25] Great. Great advice. I love that, security culture. So, with that, we’re just going to take a quick break and hear a word from our sponsors. So, Workplace MVP is sponsored by R3 Continuum. Ensuring the psychological and physical safety of your organization and your people is not only normal, but a necessity in today’s ever changing and often unpredictable world. R3 Continuum can help you do that and more with their continuum of behavioral health, crisis, and security solutions that are tailored to meet the unique challenges of your organization. Learn more at www.r3c.com.

Jamie Gassmann: [00:24:06] So, diving into some questions that kind of go in the direction of where you were, you’ve touched on it a little bit, but the domestic versus international security and crisis management. So, is there a difference between what organizations should be doing when looking at their domestic versus international crisis management or security plans?

Andy Davis: [00:24:29] Yes. I’m sure there’s going to be many people from organizations who say, “No. No. They’re all the same.” Unfortunately, they’re not the same. And the reason that they’re not the same, you can actually take it a step further. If you look at it domestically, if you have a single site, then it’s appropriate. Your corporation is based on a single site and you’re operating from there. Brilliant. Your crisis emergency response plans are built around that. And that’s because the scenarios that you can face, the social impacts that can happen, the environmental impacts. Are you in an earthquake zone? Are you in a tornado alley? You know, all of these things can impact your crisis management approach in that location.

Andy Davis: [00:25:17] If you have multiple sites across the USA, then there’s nothing to stop having an overarching corporate that provides the direction and strategy that the organization expects all of its different offices to take. But each office should actually have their own crisis management plan, because they will need to deal with the crisis. Unfortunately, I’ve seen it where people have thought, “Oh, let me telephone the USA and I’ll get advice about this crisis that’s happening.” By the time somebody is woken up because of the time difference, people have managed to break through the walls, have come into the building, they’ve started ransacking. You know, they have to be localized. They have to be specific to what the organization is going to face.

Andy Davis: [00:26:09] I’ve worked with organizations where they might have had ten offices around the world, two or three individual countries. And we then build the crisis management plan specific for that location. There might be an overarching country one. Ultimately, the threats and risks and vulnerabilities that you face, in many cases, it will be the trigger for the crisis.

Andy Davis: [00:26:35] So, one example was, there was a crisis in Armenia a few years ago where the government was overthrown by the people. Clients and American businesses would have operations there and they wanted to make sure that things were safe. Well, what might be okay in the USA isn’t okay in them sort of scenarios, because the social dynamics are different, the violence indicators might be different. So, you’ve got to take it from that particular perspective. So, it’s a lot more work for organizations. But when you get it right, the benefit is financial for the organization.

Andy Davis: [00:27:25] Because, again, I talk about proactive prevention. You’re trying to prevent an incident in the first place, but then you want an effective response and a timely recovery. Planning and having that individual locations is far more easy to achieve than having it from London or New York or wherever, and trying to dictate direct from that location.

Jamie Gassmann: [00:27:56] So, what should be considered when you have employees who are traveling? So, when you have those permanent locations, maybe you’ve got employees that are traveling from the U.S. to maybe another country or maybe even just traveling within the United States as well. But, you know, if they’re traveling internationally or maybe they’re relocating, what are some of the things that often get missed that employers should make themselves aware of when they’re considering those relocation or traveling scenarios?

Andy Davis: [00:28:30] Yeah. Well, one of the first things that I always ask clients or businesses, “Can I have a look at your travel risk management policy?” And, normally, I get a blank face, or a pause, or, “We have this document which has nothing to do with travel risk management,” or it might be a travel authorization that you go through a travel agent and they’ll do things for you. But, really, an organization should have a travel risk management policy.

Andy Davis: [00:29:05] If they have wide and diverse locations around the world, some of which might be in Africa, Central Asia, or wherever, what I always advice is, “Look. It’s quite simple.” The U.S. State Department, British Foreign Office, and many of the governments actually categorize each country. It’s quite simple to have a spreadsheet and you have a country category down the side of each. If it’s green, then that might be Category 1 to 3, then it’s standard procedure. Here’s the procedures. If it’s a difficult environment, then these are the actions. If it’s a dangerous, hostile environment, then these are the actions.

Andy Davis: [00:29:48] So, having that governance, it prevents subjectivity. And what happens is, those who are frequent travelers – and I apologize if any of your listeners fall on this category – who’ve been there, seen it, done it. There are no risks. I know it all. And, unfortunately, they’re the sort of people who me and my team get called in to rescue, recover, or to help identify what’s gone wrong post-incident. If you’ve got that governance, the parameters are clearly defined and the organization has an expectation.

Andy Davis: [00:30:26] The flip side of that is that, the individual understands that the organization is meeting its duty of care. It’s taking care of me. If, for example, you go into an orange country, an amber country, and there are significant road traffic incidents, then you provide training or you provide a trained driver in that country, you’re managing that risk. Which means that you’re minimizing disruption, you’re maximizing operational effectiveness, and you’re keeping your staff safe and secure. And you do that through all aspects of travel and risk. And, actually, it’s very, very beneficial.

Andy Davis: [00:31:07] So, when people are looking overseas, look at the individuals, look at your operations. Individuals have a responsibility as well. You know, it’s no good going to a country where there’s malaria or yellow fever, and say, “It’s not my fault. Nobody injected me.” Well, sorry. There’s the travel advice. And, again, as part of the travel advice, it might be that you give a package. It might be that the risks are so great that you provide them with hostile environment training or difficult environment training so that they know and understand the sort of threats and risk vulnerabilities that happen, carjackings that may occur.

Andy Davis: [00:31:45] But, also, the softer side, which is food poisoning, which are malarial diseases and how they can impact you, which are a lack of medical facilities. And by the way, we’re now going to give you first aid training. So, that sort of thing, it’s really, really beneficial for organizations to consider when they take things forward.

Jamie Gassmann: [00:32:13] Great. So, you shared the comparison of proactively preventing versus reactively responding. Can you elaborate a little bit more on the difference and what our listeners should be considering when they’re looking at that crisis management or business continuity programs and plans? And what should they be keeping in mind, you know, from your perspective so that they’re more on the proactive end of it versus the reactive?

Andy Davis: [00:32:42] Yeah. So, proactive preventing, what you’re trying to do is identify – again, the words that you’re going to hear me continually use are threats, risk, et cetera, because security is there to manage and minimize the impact from the threats, risks, and vulnerabilities that exist. Proactive prevention is either individuals or organizations identifying the potential for harm, or the potential for loss, or potential for any other adverse aspect. If you can proactively identify it, then you can take steps to manage and mitigate it before you have to then deal with it.

Andy Davis: [00:33:32] Reactive response or responding means that the incident has happened. You haven’t seen it. You weren’t aware of it. You didn’t identify it. And, now, you’re having to respond to it. But, actually, your response might be survival. Because you might be in a hospital bed in a third world country, whether poor medical facilities, and you’ve got to wait ten days for an emergency flight to come in and get you because there isn’t another way, there isn’t the transport, for whatever reason.

Andy Davis: [00:34:05] But, actually, from the organizational point of view, if you have to react to an incident, one, there’s massive disruption. Two, its resource intensive. And, three, there is a massive cost implication. So, the more you can prevent to minimize and mitigate the risks before they actually happen, the greater it is for an organization. But, equally, the greater it is for me as an individual, because I can go about my life and I can enjoy the safaris or I can enjoy ancient temples because I’m proactively helping myself and the organization stay safe.

Jamie Gassmann: [00:34:48] And looking at all of the advice you shared over the show so far, does it matter by the size of the organization when they’re considering to implement a crisis management program or plan or how much of it that they implement? I know sometimes I hear – you kind of mentioned it – like, “We have this sheet of paper. This is what we go off of.” Does it matter the size of the organization or should all organizations, if they’ve got employees, be looking at that?

Andy Davis: [00:35:16] It should be risk-based. So, I always say to every organization, the primary documentation you have before you look at crisis management and everything like that, is risk management strategy and your risk assessment. Everything should be risk-based. Because if you, by default, implement and design a certain process, so if it’s an organization, you said, every single sub-office will create an emergency crisis management response plan. Somebody has to write that. Time is money. It impacts operations. And the effectiveness of what’s been written may not be relevant because it could be sheets of paper that gathered dust. And when it happens, nobody knows where them sheets of paper are.

Andy Davis: [00:36:06] So, it has to be pragmatic. It has to be based on the pragmatic risks or looking at the realistic risks that can impact an organization. There’s two aspects, the risk and the size of the organization. Because the size can impact the severity of a crisis and the disruption that it’s caused.

Andy Davis: [00:36:33] For example, in our office at the moment, there’s five people. Is there a need for us to have a crisis management plan or do we go by our risk management strategy? Actually, we got our risk management strategy and we’ve got emergency response plans. But the response plans are if there’s fire, it it’s this or this.

Andy Davis: [00:36:56] However, our staff travel overseas. And when they travel overseas, sometimes it’s in difficult or hostile environments. So, therefore, we almost write a separate plan and strategy for that activity while they’re in that location. When they come back, that’s great. We can forget about that and return back to normal. But what it is, it’s that continued preparedness that’s relevant, proportionate, cost effective. But then, ultimately, if it was needed, it can be implemented.

Jamie Gassmann: [00:37:32] So, one last question for you that’s a little bit personal in terms of your career, but is there something across your career journey that you are most proud of that you want to share with our listeners?

Andy Davis: [00:37:47] There’s actually many things and, obviously, I’ll keep it from the professional side. I think the most rewarding thing that I’ve ever done was during 2010 or 2011, the monsoon floods in Pakistan devastated, I think, at one point over a third of the land was underwater. Some of the regions whole towns have been swept away and were left with rubble. And some of these regions were in the border areas of Pakistan with Afghanistan. So, there was lots of difficulties in getting support and aid to them.

Andy Davis: [00:38:34] And, you know, one of the proudest moments of my career was being able to manage the operations that got the team and got the UK government’s aid into these areas. And we were able to distribute tents, water, people actually had somewhere to sleep. And, actually, a year later, was still living in the same tents. But given something that actually meant something to humanity, that was really important. And I’ve still got photos of little kids just with glee swimming in a puddle because they just received the first drink of fresh water or they just received a sweet candy bar that, “What’s that? I’ve never seen it before.”

Andy Davis: [00:39:27] So, by being able to do that very close to the border where there was the threat from the Taliban, where it was real operational security management, looking at dynamic risk management because it was still raining. We had to divert on some roads, and then getting to a point where we could stop the cars on the motorway. I always remember the head of the mission and I, we pulled over. We would wave goodbye to our police escort. We looked at each other and we just hugged each other. And that was just so rewarding because we knew that at that time we’ve done something that made a difference to hundreds of people.

Jamie Gassmann: [00:40:09] So powerful. I’m sure that’ll be a memory you’ll carry with you forever, just that reward of being able to help those people. Amazing. So, if somebody listening wanted to connect with you, Andy, how would they go about doing that?

Andy Davis: [00:40:22] So, I’ve been told that I’m a social media dinosaur. That’s why the members of my team actually do all my social media. Apart from, apart from, I’m very big on LinkedIn. I think when it first started, I went, “Oh, I love to go on this.” And I’ve stayed with LinkedIn. And I like it because, you know, you can communicate with some great discussions on there. My email address, I think, has been provided, as my work address, and telephone number. If ever anybody has any questions, any concerns, if ever anybody is worried about staff safety, what people around the world have found out, just give me a call.

Jamie Gassmann: [00:41:09] Wonderful. Well, it’s been so great to listen to your advice and your knowledge. And thank you so much for letting us celebrate you and have you on the show to share all that great information with our listeners. We appreciate you. And I’m sure that your organization and your employees do as well.

Andy Davis: [00:41:30] We also want to thank our show sponsor, R3 Continuum, for supporting the Workplace MVP podcast. And to our listeners, thank you for tuning in. If you’ve not already done so, make sure to subscribe so that you get our most recent episodes and other resources. You can also follow our show on LinkedIn, Facebook, and Twitter at Workplace MVP. 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: Andy Davis, Crisis Management, Jamie Gassmann, R3 Continuum, Risk Management, security, security consulting, Trident Manor Limited, workplace violence

Frazier & Deeter’s Business Beat: Jeffrey Smith and Dan Dunn, OneDirect Health Network, T-Rex Rehab and Restore Metabolix

May 20, 2021 by John Ray

OneDirect Health Network
Business Beat
Frazier & Deeter's Business Beat: Jeffrey Smith and Dan Dunn, OneDirect Health Network, T-Rex Rehab and Restore Metabolix
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Restore MetabolixFrazier & Deeter’s Business Beat: Jeffrey Smith and Dan Dunn, OneDirect Health Network, T-Rex Rehab and Restore Metabolix

Entrepreneur Jeff Smith has a goal to change sick care to health care through his three companies: OneDirect Health Network, T-REX Rehab, and Restore Metabolix. He and CFO Dan Dunn joined host Roger Lusby on Business Beat, presented by Alpharetta CPA firm Frazier & Deeter.

Jeffrey Smith, CEO, OneDirect Health Network

Jeff founded Amendia, Inc., in 2008, a leading provider of innovative, minimally invasive spinal surgical instruments and implants. From that experience, he learned that after surgery there is a definite gap in recovery and compliance if the patient does not have adequate support with physical therapy.

In 2014, Jeff founded OneDirect Network to provide post-operative care to veterans and workers comp patients. They take the T-REX rehab machines into the home to provide physical therapy to improve recovery and compliance.

With a desire to shift the focus to wellness care from sick care, he also founded Restore Metabolix to address preventative maintenance for individuals with insulin resistance.

Jeff is formerly a banker with Synovus Financial Corporation and is an entrepreneur at heart.

OneDirect Health Network

OneDirect Health Network is a company based on the pursuit of improving medical care and the patient experience by creating relationships between alternative healthcare companies. We are working in synergy with Strategic Partners to accomplish:

  • Reducing Healthcare Costs
  • Growing Physician Practices & Opportunities
  • Advancing Efficiency and Profitability

From inception to distribution, OneDirect Health Network works with companies to establish meaningful relationships between partners to effectively create change and increase efficiency within the medical industry.

Company website

T-REX REHAB

Total Range Exerciser system offers breakthrough technology for patients in need of physical therapy. T-Rex works by emulating the high intensity stretching applied by physical therapists. This stretching elongates and breaks down scar tissue, allowing for a greater range of motion to be achieved in a shorter amount of time.

T-Rex is delivered and set up in patients’ homes by a trained technician. The system monitors patient progress and compliance and it has stop guards and pain scales to keep patients safe.

With repeated high-intensity stretches, T-REX knee and shoulder units get results and achieve plastic deformation of scar tissue.

T-REX is now available with a Smart tablet allowing for all sorts of new capabilities. Their Smart Technology helps improve transparency and compliance through remote monitoring and gives physicians the option to video chat with their patients. It is also HIPAA compliant.

Company website

Restore Metabolix

RestorMetabolix is a Physician-Directed Physiologic Insulin Resensitization therapy that provides a unique patented approach. Insulin is administered in an infusion that bio identically mimics insulin’s release as a hormone rather than a drug and targets the primary cause of diabetes: metabolic failure.

By utilizing insulin in a manner that bio-mimics normal physiology, the RestorMetabolix treatment is able to reduce insulin resistance which helps blood sugar more readily enter each cell and be converted into energy. Increasing cellular energy allows damaged tissues and organs to grow, repair, and regenerate. Thus, the RestorMetabolix approach not only stabilizes but in many instances has reversed complications of diabetes and other metabolic disorders.

The goal of this treatment program is to restore the natural communication between the pancreas and the liver, which ultimately helps patients find long-term relief from years of living with diabetes.

Company website

Frazier & Deeter

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

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

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

You can find Frazier & Deeter on social media:

LinkedIn  | Facebook | Twitter

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

 

Tagged With: Dan Dunn, Frazier Deeter, Jeff Smith, onedirect health network, restore metabolix, Roger Lusby, Roger Lusby CPA, Total Range Exerciser

Lauren Lusby Fernandez, author of Talk Back Barbie

May 18, 2021 by John Ray

Talk Back Barbie
North Fulton Business Radio
Lauren Lusby Fernandez, author of Talk Back Barbie
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Talk Back Barbie

Lauren Lusby Fernandez, author of Talk Back Barbie (North Fulton Business Radio, Episode 357)

Lauren Fernandez, author of Talk Back Barbie, shared with host John Ray the experiences which led her to authoring a book about joining the Secret Service. Lauren shared how the book got its title, what women can learn from the book, and much more. You’ll want to buy the book after hearing this interview. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Talk Back Barbie

The Secret Service didn’t know what they had coming when they hired a skinny, blonde, debutante from Atlanta, Georgia.Talk Back Barbie

With a mouth on fire and a will that never breaks, you step right into the hilarious stories, out-of-this-world experiences, and how the nickname, “Talk Back Barbie” became a permanent staple at the White House.

This book will make you laugh, while giving you the ins and outs of the Intelligence community, along with what it takes to get into the Secret Service. Never before has someone taken such a serious career and turned it into so much fun!

Book website | LinkedIn | Facebook | Twitter | Instagram

Lauren Lusby Fernandez

Talk Back Barbie
Lauren Lusby Fernandez, author of “Talk Back Barbie”

Lauren graduated from Virginia Tech with my Political Science: Pre-law degree. In 2005-2006 she worked for the Secret Service in Washington, DC. After leaving the White House, Lauren worked for a government consulting firm until she moved back home to Atlanta, GA.

In January of 2021, she published my first book, Talk Back Barbie: The Secret Service Edition. Her diverse resume and out-of-this-world experiences inspired me to write this light-hearted comedy.

 

Questions and Topics in this Interview:

  • What inspired you to write Talk Back Barbie: The Secret Service Edition?
  • In a few words tell us what Talk Back Barbie is about?
  • Why is the title of the book Talk Back Barbie?
  • What can readers learn or take away from reading your book?
  • How can readers purchase your book and follow you on social media?
  • Is Talk Back Barbie a memoir?

 

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: Lauren Fernandez, Secret Service, Talk Back Barbie

Elisa Goodwin, Mission: Hope, and Stacy Georges, Special Needs Respite

May 18, 2021 by John Ray

Mission: Hope
North Fulton Business Radio
Elisa Goodwin, Mission: Hope, and Stacy Georges, Special Needs Respite
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Mission: Hope

Elisa Goodwin, Mission: Hope, and Stacy Georges, Special Needs Respite (North Fulton Business Radio, Episode 356)

Elisa Goodwin, Mission: Hope, and Stacy Georges, Special Needs Respite, joined host John Ray to share the service work of their respective nonprofits, success stories, how listeners can get involved, and much more.  North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Mission: Hope

Mission: Hope is a Christ-centered organization committed to equipping churches and leaders to bring about sustainable transformation in isolated villages.

For over 20 years, they have tackled critical needs in some of the most remote areas on the planet. Led by the vision and adventurous spirit of Dr. Ben Mathes, their organization has provided medical care for millions and led thousands of people to experience new life in Jesus.

In 2017, Rivers of the World changed its name to Mission: Hope to reflect its broader reach beyond the river.

Their goal today is to continue building upon our rich history. While their work has expanded beyond the river, our heart and vision remain the same: doing whatever it takes to bring hope to the hopeless.

Their model looks at a village as a whole, working with the local leaders and churches to distinguish their assets as well as their greatest challenges. Their process heavily involves indigenous leadership for assessing the village and providing solutions to needs. Together they transform impoverished villages into sustainable ones.

Company website | Facebook | Instagram

Elisa Goodwin, President/CEO, Mission: Hope

Mission: Hope
Elisa Goodwin, President/CEO, Mission: Hope

Elisa Goodwin is currently President/CEO of Mission: Hope, an Atlanta-based, international nonprofit serving through local leaders in the world’s most remote villages to build sustainable solutions to their most urgent issues. She has spent the last 15 years in nonprofit service. Prior to that, she was a bank executive in small business banking and retail for more than two decades. For those considering for-profit vs. nonprofit careers, she can definitely provide perspective. Elisa attended Towson State University and received a B.S. in Mass Communications. She also received an MBA from Clark University. Her office is in Alpharetta, Georgia on the Jackson Healthcare campus

LinkedIn

Special Needs Respite, Inc.

Respite care is a form of short-term substitute care for children with special needs, be it mental, emotional, or physical, and is provided by someone other than parents or the usual 24/7 caretakers of the child. It gives parents a break from their exhausting job.

As a group, parents of special needs children are more stressed, and even more at risk for divorce, or worse. Also, according to ARCH National Respite network, three-fifths of family caregivers age 19-64 surveyed recently by the Commonwealth Fund reported fair or poor health, one or more chronic conditions, or a disability, compared with only one-third of non-caregivers. Respite is something that parents of special needs children desperately need. Although programs in Georgia exist to help these parents, such as the NOW waiver,  there is a very long waiting list and very little money available. Many families, as a result, don’t have funds available for such an essential service, putting a strain on them physically, emotionally, and financially.

Special Needs Respite helps bridge the existing funding gap that many parents have when trying to get childcare for their special needs child.  They can provide funds that will pay qualified caregivers to care for these children when no other way to pay is available to the parents.

Company website | Twitter | Facebook | Instagram

Stacy Georges, Founder and Executive Director, Special Needs Respite

Stacy Georges, Founder/Executive Director, Special Needs Respite

Stacy Georges holds a B. A. in Therapeutic Recreation from Purdue University.  Becoming a parent was her real education with all its challenges, and especially interacting with parents who had even more challenges with children with special needs.

Founder of YourRespite special needs child care, Stacy started Special Needs Respite to help meet the needs of even more parents of children living with special needs. She is available for speaking engagements to churches and civic groups to further the community’s understanding of how to minister to Special Needs families.

Stacy and her husband, Tom, reside in Roswell, GA.

LinkedIn

Questions and Topics in this Interview:

  • Why should people partner with Mission: Hope?
  • What does transformation look like?
  • How are you seeking holistic transformation within your own team?
  • How important is stewardship to you? Share a success story.
  • What is the most immediate need?
  • What are volunteer and mission trip opportunities?
  • How did Special Needs Respite get started?
  • What does Special Needs Respite do?
  • What are needs caregivers runs into?
  • How can people help Special Needs Respite?

 

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: Caregivers, Elisa Goodwin, medical care, mission, Mission: Hope, Nonprofit, special needs, special needs individuals, Special Needs Respite, Stacy Georges

Todd & Zach Walker, SELECTBUILT Construction

May 18, 2021 by John Ray

SELECTBUILT
North Fulton Business Radio
Todd & Zach Walker, SELECTBUILT Construction
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SELECTBUILT

Todd & Zach Walker, SELECTBUILT Construction (North Fulton Business Radio, Episode 355)

Father and son duo Todd and Zach Walker of SELECTBUILT Construction joined host John Ray to debunk myths about the construction industry, discuss their residential general contracting business, share client success stories, and assess the effect of the pandemic on residential construction projects. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

SELECTBUILT Construction

Family Owned & Operated, the SELECTBUILT staff has years of experience within the construction and insurance industry.SELECTBUILT

As a general contractor and project management specialist, they use their knowledge and expertise to make recommendations and provide helpful, detailed consultations that prove crucial to the success of a client’s project. Their team is constantly training on the industry’s latest standards in order to deliver the highest quality finishes on time and within budget.

SELECTBUILT is a State-Licensed General Contractor, HAAG Certified, IICRC & Mold Certified, and an EPA Lead-Safe Firm. They offer 24/7 emergency services, free Residential Exterior Assessment and free Commercial Project Consultation.

Company website | LinkedIn | Facebook | Instagram

Todd Walker, Co-Owner, SELECTBUILT Construction

SELECTBUILT Construction
Todd Walker, Co-Owner, SELECTBUILT Construction

Having spent over 3 decades in leadership positions within the restaurant industry, Todd knows that a quality product and great customer service are the foundations for success, and in an industry where these attributes are often missing, he brings this same commitment to the SELECTBUILT team. Todd’s role is to create Raving Fans that trust in our company and return project after project to work with a team that truly cares about the work they perform, and most of all, the customer.

 

Zach Walker, Co-Owner, SELECTBUILT Construction

SELECTBUILT Construction
Zach Walker, Co-Owner, SELECTBUILT Construction

As a Licensed Residential-Light Commercial General Contractor, Zach has 15+ years of experience within the construction industry. Prior to forming SELECTBUILT, Zach’s previous experience includes Commercial Project Management, ADA-Compliant Build-Outs, New Construction Residential Homes, Building Envelope & Moisture Intrusion Failures, Exteriors, and Roofing. Zach is committed to providing our SELECTBUILT Guarantee to all customers regardless of project size.

 

Questions and Topics in this Interview:

  • Tell me about what you do as a General Contractor, how do you serve the Atlanta market?
  • How did you get started in business, what was your journey?
  • The price of lumber has been all over the news lately, what are your thoughts on building material costs and when we might see some easing in price?
  • What are some of the common issues homeowners experience that you address in your work?
  • So you have a success story you would like to share?
  • How would your past customers describe you?
  • What is one common myth about your profession that you would like to debunk?
  • What does success look like for your business?
  • Where do you see your business in 5 years from now?

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: general contractor, home office, home remodeling, new deck, project management, remodeling, residential construction, SELECTBUILT, Todd Walker

Michael Marino, JASPER Executive Coaching and Consulting

May 14, 2021 by John Ray

Michael Marino
Business Leaders Radio
Michael Marino, JASPER Executive Coaching and Consulting
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Michael Marino

Michael Marino, JASPER Executive Coaching and Consulting

Transforming a business starts with transforming yourself, and works best when the “leader goes first.” That’s one of the leadership principles Michael Marino teaches, and he joined host John Ray to discuss this subject along with others outlined in his new book and in his work with executives and teams.  “Business Leaders Radio” is produced virtually from the Business RadioX® studios in Atlanta.

JASPER Executive Coaching and Consulting

JASPER is helping leaders and organizations thrive. Their services include Leadership Coaching and Executive Advising, Creating High-Functioning Teams, and Architecting Thriving Culture.

Leaders desire a fully engaged, high-functioning workforce, but in order to achieve this, there are a few things they must do well – provide a meaningful purpose to the work, communicate a clear vision of where they are heading, and establish the foundation of a healthy culture or ethos. This allows the workforce to feel they belong, their contributions matter, and they are making a difference. This is a Thriving Organization!

Company website | LinkedIn

Michael Marino, Founder and CEO, JASPER Executive Coaching and Consulting

Michael Marino, JASPER Executive Coaching and Consulting

Mr. Marino is an Executive Coach and Consultant who works with individuals, teams, and organizations that are committed to growth and excellence. Michael’s work in this area is based on two fundamental beliefs – that every individual has an innate desire to belong, contribute, and make a difference, and that everyone can be a successful leader if they have awareness of and leverage their unique gifts and talents.Michael Marino

Michael has demonstrated results across all types and sizes of organizations, from Fortune 100 to local non-profits, and has a proven track record of coaching executives and managers alike. He has coached CEOs, COOs, and General Managers from all industries, including energy, telecommunications, software, pharmaceutical, insurance, and federal government. He also dedicates a significant portion of his time to developing leaders and their teams in non-profit and faith-based organizations.

Michael is a certified Core Clarity Coach and Facilitator, which allows him to utilize the Gallup strengths-based approach to coaching as a foundational element in developing leaders. The awareness of one’s strengths, and how others may experience those in us, is critical to effective leadership. Each executive coaching engagement is customized to the priorities and objectives of the client while leveraging Michael’s expertise in the areas of leadership styles, navigating conflict, organizational culture, team development, and more.

Prior to his 14-year coaching and consulting career, Michael spent 16 years as an executive with the Frito-Lay division of PepsiCo. His roles there included finance, sales, marketing, and training and development.

Michael holds an MBA from the University of Dallas, and a Bachelor of Science from the State University of New York.

In addition, Michael is a public speaker and author. His recent book, Transform Yourself—Transform Your Organization; Why Leaders Always Go First, was published May 2020.

LinkedIn

Questions/Topics Discussed in this Show

  • Tell us a little about the type of work you do with your clients
  • You wrote a book called “Transform Yourself – Transform Your Organization; Why Leaders Always Go First”, what type of transformation are we talking about and what do you mean by leaders always go first?
  • And do you find that “leaders always want to go first”??
  • You also describe leadership as a “social thing”. What do you mean by that?
  • What do you enjoy most about the work you do?
  • What advice would you give to new leaders who are just starting out on their leadership journey?
  • Looking back at your own career and leadership, what is one thing you would have done differently?

“Business Leaders Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.  The show can be found on all the major podcast apps and a full archive can be found here.

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: JASPER Executive Coaching and Consulting, Leadership, Michael Marino, Transform Your Organization, Transform Yourself

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