John Ray, Author at Business RadioX ® Page

What Makes a Financial Plan Successful?, with Anthony Chen, Host of Family Business Radio

December 14, 2023 by John Ray

Family Business Radio

What Makes a Financial Plan Successful?, with Anthony Chen, Host of Family Business Radio

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What Makes a Financial Plan Successful?, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen spoke about what makes a financial plan successful.

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

Anthony Chen, Host of Family Business Radio

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

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

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

Andrew Sullivan, Sullivan and Schlieman Wealth Management, Ken Madren, PermaTherm Inc., and Jim Pursley, Factory Automation Systems

December 14, 2023 by John Ray

Ken Madren, Permatherm, Andrew Sullivan, Jim Pursely

North Fulton Studio

Andrew Sullivan, Sullivan and Schlieman Wealth Management, Ken Madren, PermaTherm Inc., and Jim Pursley, Factory Automation Systems

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Andrew Sullivan, Sullivan and Schlieman Wealth Management, Ken Madren, PermaTherm Inc., and Jim Pursley, Factory Automation Systems (ProfitSense with Bill McDermott, Episode 53)

On this episode of ProfitSense, host Bill McDermott welcomed three accomplished company leaders to delve into various aspects of successful businesses, financial management, and future planning. Andrew Sullivan, Sullivan and Schlieman Wealth Management, discussed year-end financial planning and common issues that prevent people from achieving financial success in retirement. Ken Madren of PermaTherm shared the impact of communication on business growth and emphasized the importance of maintaining a “hand on the rudder” for navigating through challenges and distractions. Jim Pursley, Factory Automation Systems, discussed the state of the manufacturing business in the current economic climate, the importance of safety in automation, and shared insights he’s gathered as a CEO.

Bill wrapped up the show by offering three quick tips on perfecting your 2024 projections.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Andrew Sullivan, Sullivan and Schlieman Wealth Management

Andrew Sullivan is the managing partner and wealth advisor of Sullivan & Schlieman Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial, and income planning, as well as strategic and tactical portfolio construction and management.

Sullivan and Schlieman Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and pursue their financial goals. With a combined total of over 150 years of industry experience, we have the knowledge to develop a plan that is specific to your needs. As a result of earning their clients’ esteem, the team at SSWM has established client relationships that are multi-generational, lasting over 20 years.

Andrew graduated from the University of Georgia with a bachelor’s degree in finance and received a master’s degree in international business from Georgia State University. He is a CERTIFIED FINANCIAL PLANNER™ designee, earned through studies conducted at Oglethorpe University.

Andrew and his wife, Donna, reside in Alpharetta, Georgia, with their two children. He spends his free time with his family. Andrew is an avid hunter, traveling across the U.S. and various other countries for the sport.

Company Website | Company LinkedIn | Company Facebook | Company Instagram | Andrew Sullivan LinkedIn

Ken Madren, PermaTherm Inc.

Ken Madren is the CEO of PermaTherm Inc.

PermaTherm is a manufacturer of insulated metal panels, primarily for cold storage and processing facilities. Largely serving the food and indoor growing industries, PermaTherm panels are the ideal insulation material for commercial cold storage warehouses, processing rooms, vertical farms, or hydroponic farms. With over 33 years in business, PermaTherm prides itself on extensive knowledge and experience within the industry. PermaTherm’s team of insulated panel consultants provides expert project consultations free of charge, as well as offering onsite visits to project locations when needed.

Jim Pursley, President, Factory Automation Systems

**Jim Pursley, Factory Automation Systems**

Jim Pursley is the President of Factory Automation Systems.

Factory Automation Systems is an automation systems integrator that was founded in 1992. Based in Atlanta, GA, the company has implemented thousands of solutions for manufacturers from a variety of industries across the U.S. and abroad.

Discrete control, coordinated motion, process automation, production monitoring, robotic machine tending, material handling, traceability, robotic assembly, and machine safety are some of the diverse systems they develop for a wide mix of customers. The company welcomes the opportunity to put their experienced team to work on your next automation project.

Company Website | Company LinkedIn | Company Facebook | Company YouTube | Jim Pursley LinkedIn

About ProfitSense and Your Host, Bill McDermott

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

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

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

Connect with Bill on LinkedIn and Instagram, and follow McDermott Financial Solutions on LinkedIn.

What is Your Business Worth?, with Bill McDermott, Host of ProfitSense

December 14, 2023 by John Ray

What is Your Business Worth?, with Bill McDermott, Host of ProfitSense

In this commentary from a recent episode of ProfitSense, Bill McDermott asks business owners to consider what their business is worth, and why an informed answer to that question is so important.

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

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Bill McDermott: I’d like to talk about the one question every business owner should be able to answer, and that’s: what’s my business worth?

In a recent study, business owners were asked what they estimated the value of their business to be. Ten percent didn’t have a clue. The other 90% answered in a wide range between $500,000 and $100 million.

When asked how they arrived at that valuation, two-thirds answered that they had no specific method or that they used some kind of informal methodology. Only 1/3 answered that they obtained an independent valuation from a qualified professional.

But it’s crucial to know the true value of your business for two main reasons:

To make informed decisions about the future, such as whether to sell, expand, or make other major changes. For example, if you know that your business is worth a significant amount of money, you may be more likely to consider selling it in the future. Or, if you know that your business is growing rapidly, you may be more likely to consider expanding into new markets.
To attract investors or partners.  If you are looking to attract investors or partners, knowing the value of your business can be a valuable asset. Investors and partners will want to know how much your business is worth before they commit any money or resources. By having a professional valuation, you can show potential investors and partners that your business is a sound investment.

Typically, our business is the largest asset on our personal financial statement. We should know the value to make informed decisions.

About ProfitSense and Your Host, Bill McDermott

Connect with Bill on LinkedIn and Instagram, and follow McDermott Financial Solutions on LinkedIn.

GNFCC Year in Review and Leadership Transition: An Interview with 2023 Chair Danielle Cheung and 2024 Chair Jim Teel

December 14, 2023 by John Ray

North Fulton Studio

GNFCC Year in Review and Leadership Transition: An Interview with 2023 Chair Danielle Cheung and 2024 Chair Jim Teel

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GNFCC Year in Review and Leadership Transition: An Interview with 2023 Chair Danielle Cheung and 2024 Chair Jim Teel (GNFCC 400 Insider, Episode 90)

2023 Chair Danielle Cheung and 2024 Chair Jim Teel joined CEO Kali Boatright to discuss this year’s GNFCC leadership transition. Danielle and Jim discussed the Chamber’s successful year in 2023 and plans for 2024. They touched on how the chamber’s new strategic plan is shaping the organization’s future directions, with plans to boost the regional brand, pursue economic development opportunities, engage members, and strengthen advocacy efforts, particularly in areas of business retention, talent development, and infrastructure improvements. Danielle also recalled activities held throughout the 50th anniversary celebration in 2023 and highlighted the Chamber’s commitment to diversity, equity, and inclusion.

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

Jim Teel, 2024 GNFCC Chair, and Regional Vice President, Goodwyn, Mills and Cawood

Jim Teel, 2024 Chair, GNFCC — **Jim Teel, 2024 GNFCC Chair**

As Regional Vice President for Georgia, Jim leads business development and marketing efforts as well as coordinates employee development initiatives for all of GMC’s Georgia offices. Jim is passionate about encouraging personal leadership and growth and providing opportunities for employees to lead and thrive.

An active member of the community, Jim is engaged in many organizations, including being named the Greater North Fulton Chamber Board Member of the Year and a Regional Leadership Institute Class of 2019 graduate. He is also a member of the Junior Achievement of Georgia Board of Directors, the Economic Development Association of Georgia, the Association of County Commissioners of Georgia, the Georgia Municipal Association, the Georgia Rural Water Association, the Georgia Association of Water Professionals, and the Association for Learning Environments.

He graduated from Auburn University with a bachelor’s degree in marketing, a master’s degree in building construction, and a minor in community planning.

Danielle Cheung, 2023 GNFCC Chair, and Director, Treasury Management Sales Sr. Manager, Wells Fargo Bank

Danielle Cheung is the Global Treasury Management Senior Manager, Government Banking, for Wells Fargo. In that role, Danielle leads a national team of Treasury Management Market Managers and Treasury Management Consultants responsible for delivering payment processing and advisory services to government entities (states, counties, cities, school districts, special districts, authorities, public utilities, including co-ops, transportation, airports, toll roads, and state housing financing authorities).

Danielle Cheung was formerly Senior Vice President and Market Executive for Atlanta Metro Business Banking at Bank of America. Danielle joined Bank of America in 2016 with over two decades of experience in commercial banking at JPMorgan Chase Bank. After completing a formal management training program in credit, she spent sixteen years as a senior relationship manager focused on the non-profit healthcare industry. Danielle also managed new hire training and campus recruiting nationally for commercial banking, after which she relocated from New York to Atlanta to run middle-market business development in Georgia and Alabama.

Giving back to her community is a priority for Danielle. She currently serves as the Chair of the Board of Directors of Atlanta Habitat for Humanity and sits on the Board of Directors of the Greater North Fulton Chamber of Commerce. Danielle mentors transitioning veterans and their families through American Corporate Partners and assists unemployed parishioners at her church with job search techniques and resume assistance.

Danielle was named the 2019 March of Dimes Woman of Distinction for achievement in the financial services sector and received the 2019 and 2020 President’s Volunteer Service Award from Points of Light for her contribution to the community. Danielle is also part of the Leadership Atlanta Class of 2022.

Danielle holds a Bachelor of Business Administration degree in Management Science and Mathematics and a Master of Business Administration degree in Finance from Pace University in New York. She resides in Johns Creek, Georgia, with her husband, Kamond, and their three children.

About GNFCC and The GNFCC 400 Insider

**Kali Boatright, President and CEO of GNFCC**

The GNFCC 400 Insider is sponsored by the Greater North Fulton Chamber of Commerce (GNFCC), and the host of the show is Kali Boatright, President and CEO of GNFCC.

The Greater North Fulton Chamber of Commerce is a private, non-profit, member-driven organization comprised of over 1,400 business enterprises, civic organizations, educational institutions, and individuals. Their service area includes Alpharetta, Johns Creek, Milton, Mountain Park, Roswell, and Sandy Springs. GNFCC is the leading voice on economic development, business growth, and quality of life issues in North Fulton County.

As a five-star accredited chamber, GNFCC’s vision is to be the premier organization driving member and community success across the region, and they are dedicated to pursuing this vision based on the guiding principles of advocacy, inclusivity, and operational excellence.

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

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

Introduction to Litigators Lounge, with Hosts Jackie Voronov and Shylie Bannon

December 12, 2023 by John Ray

Hall Booth Smith Podcast Network

Introduction to Litigators Lounge, with Hosts Jackie Voronov and Shylie Bannon

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Introduction to Litigators Lounge, with Hosts Jackie Voronov and Shylie Bannon

Sponsored by Hall Booth Smith, Litigators Lounge is a podcast focusing on the complexities and intricacies of today’s changing world of workplace law. The hosts, attorneys Jackie Voronov and Shylie Bannon, guide listeners through real-life scenarios and cases, laying out what they mean for both organizations and employees, with the goal of shedding light on these issues. The show also covers contentious employment disputes, evolving laws, and occasionally features guest experts to provide diverse viewpoints. The show is recommended for HR and insurance professionals, business leaders, or anyone interested in the legal aspects of workplace issues. The show is carried by the Business RadioX® network and can be found on all the major podcast apps.

About Litigators Lounge

Jackie Voronov and Shylie Bannon, attorneys at Hall Booth Smith who specialize in labor and employment law, are the hosts of the engaging podcast Litigators Lounge. Listen as they delve into the intricate world of workplace legal issues as they explore real-life examples, unpack legal scenarios, and offer expert insights to help organizations and employees navigate the ever-changing legal landscape. With engaging discussions, diverse viewpoints from expert guests, and an ample touch of humor, Litigators Lounge is the go-to source for in-depth analysis and expert advice on law and the workplace.

Jackie and Shylie welcome your questions, feedback, and topic requests. Email them: litigatorslounge@hallboothsmith.com

Litigators Lounge is underwritten and presented by Hall Booth Smith. The show is produced by John Ray and the North Fulton studio of Business RadioX®.

Jackie Voronov, Partner, Hall Booth Smith

Jackie Voronov is a Partner in Hall Booth Smith’s office in Paramus, New Jersey, and she represents management in a wide variety of employment matters and litigates employment claims before administrative agencies and state and federal courts. Her clients include major hotels, retailers, shipping companies, assisted living facilities and nursing homes, manufacturers, and national fast-food franchisees.

Jackie’s litigation experience includes the defense of employers in single and multi-plaintiff actions on claims of wrongful discharge, sexual harassment, race, national origin, gender, disability and age discrimination, breach of contract, family medical leave, failure to accommodate, retaliation, wage/hour laws, and related tort claims. Jackie also works with her clients to prepare various employment agreements (including non-compete, confidentiality, independent contractor, and separation agreements). She has extensive experience before various administrative tribunals, including the Equal Employment Opportunity Commission (EEOC), the State Division of Human Rights (SDHR), the Division of Civil Rights (DCR), and other state, federal, and local agencies.

In addition, Jackie frequently conducts management training for employers on a wide variety of employment law topics, such as:

EEO/anti-harassment
employee recruiting and hiring practices
family and medical leave
reasonable accommodations for disabilities and religion
preventing and investigating harassment, discrimination, and whistleblower claims
wage and hour compliance
discipline and termination of employees
privacy in the workplace

Jackie is regularly invited to speak nationally on best practices and other employment-related issues. Before joining Hall Booth Smith, she worked for one of the country’s largest law firms, where she defended employers in a wide range of labor and employment matters, including wage and hour class actions under the Fair Labor Standards Act (FLSA), claims related to the New York State Human Rights Law (NSHRL), the New Jersey Law Against Discrimination (LAD), the Americans With Disabilities Act (ADA), the New Jersey Conscientious Employee Protection Act (CEPA), and Title VII.

Jackie was selected for inclusion as a New Jersey Rising Star by Super Lawyers® for six consecutive years (2010-2016), which honors the top 2.5% of young lawyers in New Jersey.

Shylie Bannon, Partner, Hall Booth Smith

Shylie Bannon is a Partner in Hall Booth Smith’s Jacksonville, Florida, office. She also serves as Hiring Partner for the region of Florida, where she oversees associate attorney hiring endeavors. Prior to joining Hall Booth Smith, Shylie was a partner in both a multi-state, multi-specialty firm and a boutique practice.

At Hall Booth Smith, Shylie continues to represent physicians, mid-level providers, and health care providers in high-exposure medical negligence claims and in administrative proceedings before the Florida Department of Health. She also represents national retailers in high-exposure premises liability, negligent security, and transportation litigation with our National Trial Counsel team.

In addition to litigating matters involving personal injury and negligence, Shylie also represents management in all aspects of employment-related litigation arising from allegations of sex, disability, race, and pregnancy discrimination; whistleblower actions; and alleged violations of the National Labor Relations Act and Fair Labor Standards. She does so in administrative proceedings before both the Florida Commission on Human Relations and the US Equal Employment Opportunity Commission, as well as in all of the state and federal courts in Florida. She also provides employment-related counsel to clients, helping them avoid employment-related litigation through the implementation of best employment, investigation, and risk management practices.

Shylie earned a Juris Doctor from the University of Florida Levin College of Law, cum laude, and graduated magna cum laude from Tulane University with a Bachelor of Arts in Political Science and History.

Shylie volunteers with the Guardian Ad Litem program and supports child welfare advocacy efforts in Northeast Florida. She is also a Member of the Board for the Jewish Federation & Foundation of Northeast Florida.

About Hall Booth Smith, P.C.

Established in 1989, Hall Booth Smith, P.C. (HBS) is a full-service law firm headquartered in Atlanta, Georgia, with regional offices strategically located throughout Georgia and the United States. Experienced across a wide range of legal disciplines, HBS prides itself on providing knowledgeable, proactive, client-specific counsel to individuals, domestic and international corporations, state and federal agencies, and nonprofit organizations.

HBS possesses the legal knowledge, skill, and experience to meet their clients’ needs wherever they do business. HBS maintains the highest commitment to ethically and professionally serve their clients by providing the highest quality legal representation.

They deliver quality legal services in a variety of service areas. Experience across legal disciplines combined with a focus on the unique business or personal requirements of the client is the hallmark of the firm. Their clients receive the attention, expertise, and cost-effectiveness of a smaller law firm with the full-service and strong regional presence typical of a larger one.

Company website | LinkedIn | Facebook | Instagram

Disclaimer

Litigators Lounge is a production brought to you by Hall Booth Smith, PC. This podcast is published for the purposes of providing general information and education on topics which include those related to the law and legal issues, but the contents of the podcast do not constitute legal advice. Listening to this podcast or utilizing the information contained in it in any way does not constitute nor does it create an attorney-client relationship between you and Hall Booth Smith or its lawyers. The contents of this podcast should not be used as a substitute for competent legal advice from a professional attorney licensed in your jurisdiction.

Enhancing Hospital Processes for Safer and More Effective Care, with Brandy Wilkins, Defining Point Coaching and Consulting

December 12, 2023 by John Ray

Brandy Wilkins, Defining Point Coaching and Consulting, LLC

North Fulton Business Radio

Enhancing Hospital Processes for Safer and More Effective Care, with Brandy Wilkins, Defining Point Coaching and Consulting

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Enhancing Hospital Processes for Safer and More Effective Care, with Brandy Wilkins, Defining Point Coaching and Consulting North Fulton Business Radio, Episode 730)

In this episode of North Fulton Business Radio, host John Ray was joined by healthcare quality consultant Brandy Wilkins, Owner and Chief Consultant of Defining Point Coaching and Consulting. Brandy discusses her work in helping healthcare organizations improve patient safety and clinical outcomes. The discussion gives insights into her process and team, how she consults with hospitals and healthcare institutions, and tangible examples such as medication administration. Brandy explained the role of technology in healthcare but highlighted that it’s not a standalone solution. She also emphasized the importance of proactively addressing issues, not only for patient safety but also for a hospital’s bottom line.

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

Brandy Wilkins, Defining Point Coaching and Consulting, LLC

Brandy Wilkins is a healthcare quality executive with a clinical background in physical therapy.

With almost a decade of healthcare quality experience and even longer as a clinician, Brandy has consulted with over seventy healthcare organizations and hundreds of specialty programs to identify and improve challenges with patient safety, patient experience, and clinical processes.

Brandy is on a mission to improve the U.S. healthcare system by assisting and empowering healthcare organizations to improve care for the communities they serve.

LinkedIn | Company LinkedIn | Company Facebook | Company YouTube

01:15 Introduction to Guest: Brandy Wilkins

01:31 Brandy’s Role in Healthcare Quality

02:30 Transition from Physical Therapist to Consultant

03:46 Challenges in Healthcare and Patient Safety

05:46 Real-Life Example: Medication Administration

07:09 Role of Technology in Healthcare

08:32 The State of Technology Implementation in Hospitals

09:34 The Role of Technology and Human Judgment in Healthcare

13:40 The Impact of Process Improvement on Hospital Reputation and Bottom Line

15:20 Working with Hospitals to Improve Processes

22:43 Success Story: Reducing Fall Rates in Hospitals

23:47 Contact Information and Closing Remarks

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, and many others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has 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.

LIVE from the GNFCC 2023 Women’s Leadership Summit: Rebekah Anderson, Greater North Fulton Chamber of Commerce

December 9, 2023 by John Ray

North Fulton Business Radio

LIVE from the GNFCC 2023 Women's Leadership Summit: Rebekah Anderson, Greater North Fulton Chamber of Commerce

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LIVE from the GNFCC 2023 Women’s Leadership Summit: Rebekah Anderson, Greater North Fulton Chamber of Commerce (North Fulton Business Radio, Episode 729)

Rebekah Anderson of the Greater North Fulton Chamber of Commerce sat down to reflect on the 2023 GNFCC Women’s Leadership Summit with host John Ray. In a live interview from the Summit, Rebekah talked about how the event aimed to empower professional women in the North Fulton area. She shared that the Chamber adopted a new approach by featuring three keynotes instead of breakout groups with speakers, a change that resonated with attendees. Rebekah also discussed intentional networking, goal-setting for the coming year, and the importance of maintaining a diverse and committed participatory committee dedicated to female leadership and career growth.

This show was originally broadcast live from the 2023 GNFCC Women’s Leadership Summit held at The Commons at Phase in Alpharetta, Georgia.

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

Rebekah Anderson, Vice President, Member Growth & Engagement, Greater North Fulton Chamber of Commerce

Rebekah Anderson is Vice President, Member Growth & Engagement, with the Greater North Fulton Chamber of Commerce

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

Connect with Rebekah: LinkedIn

Connect with GNFCC: Website | LinkedIn | Facebook | Instagram

Questions and Topics in this Interview:

00:05 Introduction to the Women’s Leadership Summit

00:38 Discussion with Rebekah Anderson

01:15 Reflections on the Summit’s Keynotes and Keynote Speakers

04:17 The Importance of Intentional Networking

06:14 The Timing and Impact of the Summit

07:21 The Role of Women in the Greater North Fulton Chamber

08:42 Looking Forward to 2024

09:05 Invitation to Join the Committee

10:01 Closing Remarks and Appreciation

2023 GNFCC Women’s Leadership Summit, presented by the Women INfluencing Business Committee

The 2023 Women’s Leadership Summit, organized by the Women INfluencing Business Committee of the Greater North Fulton Chamber of Commerce, was held on November 28, 2023, at the Commons at Phase in Alpharetta, Georgia.

Powered by the Greater North Fulton Chamber of Commerce (GNFCC), the Women INfluencing Business Committee strives to engage female leaders and enhance the standing of professional women within the community. Its annual awards program recognizes women with exceptional vision who have implemented innovative ideas in both the workplace and community and who inspire others.

Website

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.

LIVE from the GNFCC 2023 Women’s Leadership Summit: Aleisa Howell, Mauldin & Jenkins

December 9, 2023 by John Ray

North Fulton Business Radio

LIVE from the GNFCC 2023 Women's Leadership Summit: Aleisa Howell, Mauldin & Jenkins

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LIVE from the GNFCC 2023 Women’s Leadership Summit: Aleisa Howell, Mauldin & Jenkins (North Fulton Business Radio, Episode 728)

Aleisa Howell, Partner and Non-Profit Practice Leader at Mauldin & Jenkins, joined host John Ray at the 2023 Greater North Fulton Chamber of Commerce Women’s Leadership Summit. Maudlin & Jenkins was a Gold Sponsor of the Summit. Alicia shared about her work with the nonprofit sector and the firm’s recent opening of offices in Avalon. She talked about the ongoing challenges nonprofits face, particularly the need for sustainable financial support. Alicia also highlighted the importance of workplace diversity and opportunities for women in the traditionally male-dominated accounting industry, citing the Women’s Alliance in her firm that’s aimed at supporting and encouraging female employees. By sponsoring events like the Women’s Leadership Summit, Malden & Jenkins aims to demonstrate its commitment to women’s professional development and leadership. Alicia emphasized that giving back to the community is a priority for the firm, which is actively involved in numerous local events and committees, like the Non-Profit Committee at GNFCC.

This show was originally broadcast live from the 2023 GNFCC Women’s Leadership Summit held at The Commons at Phase in Alpharetta, Georgia.

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

Aleisa Howell, Partner and Non-Profit Practice Leader, Mauldin & Jenkins, LLC

Aleisa Howell is a Partner and leads the non-profit practice at Mauldin & Jenkins. Prior to joining Mauldin & Jenkins, Aleisa specialized in the not-for-profit and governmental practice for KPMG, LLP.

Aleisa is a Certified Public Accountant and Certified Government Finance Manager (CGFM). Aleisa graduated Summa Cum Laude from Franklin University.

Aleisa is a member of the American Institute of Certified Public Accountants (AICPA), and the Georgia and Ohio Societies of Certified Public Accountants. Aleisa serves on the Georgia Society of CPA’s Not-For-Profit Task Force and is a member of the Georgia Center for Nonprofits. Aleisa serves on the Advisory Board of the Georgia Foundation for Independent College’s (GFIC). Aleisa serves as a technical reviewer and committee member for the National Government Finance Officers Association (GFOA) in the CAFR certificate of excellence in financial reporting program and is a member of the Association of Government Accountants (AGA). In addition, Aleisa is a member of the National and Southern Associations of College and University Business Officers Associations (NACUBO and SACUBO).

Mauldin & Jenkins, LLC

Mauldin & Jenkins believes that by working together with their clients, they can accomplish anything! Whether they are providing high-quality tax, assurance, or advisory services that help each client achieve their goals and measure their results, or providing cutting-edge insights and techniques to help them grow and thrive in an ever-increasing, challenging, and competitive economic landscape, they can make a difference!

Their team of 300+ talented professionals delivers comprehensive support and exceptional service to clients across the Southeast and beyond. With clients representing a wide variety of industries and needs, M&J’s partners and staff bring an intimate understanding of the challenges and risks clients face, as well as current regulatory and tax considerations to guide you in making informed business decisions.

The Firm’s dedication to outstanding service and quality may sound old-fashioned, but our approach to advisory services is a decidedly innovative and progressive one. Whether your needs include navigating complex business issues, assessing your technology risks, needs, and investments or you simply want to outsource basic accounting functions, you can rely on the experienced providers at M&J. By combining the newest business strategies and techniques with time-tested principles of growth and management, we help you stand out in your field and fulfill your objectives at every stage of the business cycle.

M&J is recognized annually as a Top 100 Accounting Firm by both Accounting Today and Inside Public Accounting. The Atlanta Journal-Constitution also honored the firm as a Top Place to Work. That comes as no surprise to their partners and staff, who experience first-hand their commitment to attracting, developing, and retaining the best and brightest talent in the industry.

Website | Facebook | X (Twitter) | LinkedIn

Questions and Topics in this Interview:

00:04 Introduction to the Women’s Leadership Summit

00:33 Interview with Alicia Howell from Mauldin & Jenkins

01:38 Discussion on Nonprofit Challenges

02:25 Reflections on the Summit’s Speakers

03:41 Women in the Accounting Industry

04:39 Mauldin & Jenkins Support for Women’s Leadership

05:52 Opportunities for Women in Accounting

06:21 Community Involvement and Closing Remarks

07:11 Contact Information for Alicia Howell

2023 GNFCC Women’s Leadership Summit, presented by the Women INfluencing Business Committee

Website

LIVE from the GNFCC 2023 Women’s Leadership Summit: Dr. Julie Petherbridge, Dean, Mercer University School of Business

December 9, 2023 by John Ray

Dr. Julie Petherbridge, Dean of the Mercer University School of Business

North Fulton Business Radio

LIVE from the GNFCC 2023 Women's Leadership Summit: Dr. Julie Petherbridge, Dean, Mercer University School of Business

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LIVE from the GNFCC 2023 Women’s Leadership Summit: Dr. Julie Petherbridge, Dean, Mercer University School of Business (North Fulton Business Radio, Episode 727)

Dr. Julie Petherbridge, Dean of the Mercer University School of Business, joined host John Ray at the 2023 Greater North Fulton Chamber of Commerce Women’s Leadership Summit. Mercer was a Presenting Sponsor of the Summit. Julie shared that the university is experiencing record enrollment at the Business School, and she discussed new programs and their emphasis on retooling and reskilling the workforce in areas like analytics, cybersecurity, fintech, etc. She further covered Mercer’s commitment to creating bridges between their students and the wider business community, their mission of focusing on student outcomes and soft skills, and their initiatives to help students transition seamlessly from education to employment.

This show was originally broadcast live from the 2023 GNFCC Women’s Leadership Summit held at The Commons at Phase in Alpharetta, Georgia.

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

Mercer University School of Business

Mercer University’s Stetson-Hatcher School of Business delivers career-focused business education in order to develop innovative leaders who are responsible global citizens. Accredited by the prestigious Association to Advance Collegiate Schools of Business (AACSB), the school is widely recognized for its innovative academic programs and accomplished faculty. Graduates of the Stetson-Hatcher School of Business serve as respected leaders and professionals in their industries and communities.

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Dr. Julie Petherbridge, Dean, Mercer University School of Business

Dr. Julie Petherbridge became dean of Mercer University’s Stetson-Hatcher School of Business on July 6, 2021. She also serves as associate professor of accountancy. Prior to her appointment as dean, she served as interim dean and associate dean of graduate programs.

Dr. Petherbridge earned her bachelor’s degree in accounting from Clayton State University in 1993 and has been a licensed Certified Public Accountant in Georgia since 1995. She worked full-time in public accounting until 2001, when she decided to transition to academia while continuing to practice. She earned her M.P.A. in 2002 and Ph.D. in 2010, both from Georgia State University. Her dissertation topic involved auditor’s behavior in the Public Company Accounting Oversight Board inspection process.

Her current research interests focus on public policy of accounting regulations, internal auditing, nonprofit organizations, and professional biases. She is published in the Journal of Accounting and Public Policy, The Southern Business and Economic Journal, the Academy of Accounting and Financial Studies Journal and others, and she has continued to stay connected with the accounting profession through several professional organizations.