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Morelia Cuevas,Rhinestone Heiress

July 19, 2023 by John Ray

Morelia
Hello, Self . . .
Morelia Cuevas,Rhinestone Heiress
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Morelia

Morelia Cuevas, Rhinestone Heiress (Hello, Self… Episode 24)

Morelia Cuevas, known as the Rhinestone Heiress, joined host Patricia Leonard for a lively conversation about her famous family, her unique childhood and the lessons she’s learned. She and Patricia talked about being real, helping each other in the entertainment industry, her reflections on life, and much more.

Hello, Self… is presented by Patricia Leonard & Associates  and produced by Arlia Hoffman in association with the North Fulton studio of Business RadioX®.

Morelia Cuevas, The Rhinestone Heiress

Morelia Cuevas, “Rhinestone Heiress”

Morelia Cuevas, known professionally as MORELIA, is  a confident rowdy, rock and roll, and the only “Rhinestone Heiress” in the world.  She is a business and broadcast professional, as well as a voiceover artist, event planner, and the best hostess in Nashville.

Morelia is the granddaughter of internationally famous Rodeo Tailor Nudie, and daughter of Manuel couture clothier to the stars. Manuel is known as the legendary fashion designer for Kings of other nations as well as kings and queens of film, music, and sports.  Manuel is still in the creative prime of his life and continues to work almost every day in his Berry Hill shop and gallery in TN, with Morelia frequently at his side. 

Whenever and wherever Manuel appears publicly, especially at one of his exhibits or speaking engagements, Morelia will have helped arrange his participation. She has made it her life’s mission to keep his legendary career alive for all future generations to see and remember his fine work with fabrics and exclusive apparel.

She was born in Los Angeles and was raised in a world unlike any other. One of her favorite pastimes as a child was spending rare and precious moments with film stars like Clint Eastwood, Roy Rogers, Dale Evans, John Wayne, and Gene Autry. Her youthful days often started by arriving at school in a highly decorated Nudie Mobile, causing tremendous excitement for her grade school classmates and teachers.  Most Nudie mobiles are only found in museums, but one hangs from the ceiling in Nudie’s Bar & Grill on lower Broadway in Nashville as well one owned by Kid Rock.

One of Morelia’s greatest assets is her laughter.  She is recognized and loved for her infectious happiness and smile. When in her company for even a few moments, everyone will soon find themselves feeling good and laughing out loud. Behind her smiles, she remains passionate and loyal in everything she does, for everyone she knows.

She is a star among stars.  One day she may be helping Manuel with fittings for Marty Stuart, Kid Rock, or The Rolling Stones.  The next day she may be helping organize an exhibit of Manuel fashions for a museum, like those she helped create for the Frist Art Museum, the Monthaven Arts & Cultural Center and the Country Music Hall of Fame.

Her many career credits include co-producing “Rhinestones & Roses,” a fashion show that honored Manuel by featuring thirty-six Grand Ole Opry stars who walked the runway (and performed) while wearing their own Manuel creations. At that event, Manuel was honored by CMA’s then-president Tammy Genovese with a prestigious award previously given only to recording artists during the CMA Awards network television broadcasts.

The now-historic 2006 fashion show took place during CMA Awards week at War Memorial Auditorium.  In addition to Marty Stuart, Jeannie Seely, Little Jimmy Dickens and 33 other Opry stars, Morelia helped organize models and stars to wear very special jackets on the runway that had been designed by Manuel, one for every State in America to show his love and respect for our country. That exclusive Manuel State Jacket Collection is priceless and museums such as the Smithsonian have expressed interest in exhibits of them.

Among her numerous community activities, Morelia serves on the Board of Directors for Nashville’s WIFT, Women in Film and Television.  WIFT was established in 1997 and is dedicated to advancing professional development and achievement for women working in all areas of film, video, and other screen-based media.  As a diabetic herself, Morelia also strongly supports the American Diabetes Association in its efforts to help prevent and cure diabetes and to improve the lives of all people affected by diabetes.

Morelia brings attention to the fact that Nashville indeed has a plethora of talented people who help create images for stage, film, and television. She is loved by all who know her and is a true inspiration, especially for bringing smiles and laughter to those of us who are weary of reading and listening to news of riots, politics, and Covid-19.  

Morelia will always lend a hand to others, along with a smile and laughter, and that is what the world needs now with style & grace.

Website | Instagram | Facebook| LinkedIn

About Hello, Self…

Hello, Self… is a biweekly podcast focused on inspiring stories of turning dreams into reality. Join coach and author Patricia Leonard and her guests as they share life-changing Hello, Self… moments.

Hello, Self… is brought to you by Patricia Leonard & Associates and is based on the new book by Patricia Leonard, Hello, Self.., available here.

The show is produced by Arlia Hoffman in association with Business RadioX®. You can find this show on all the major podcast apps. The complete show archive is here.

Patricia Leonard, Host of Hello, Self…

Patricia Leonard, Host of Hello, Self…

Patricia Leonard is President of RUNWAY TO SUCCESS, a division of Patricia Leonard & Associates located in Nashville, TN.  She is a MESSAGE ARTIST speaker, career & business coach, author and magazine columnist.  Patricia consults with clients on leadership, empowerment, career management, entrepreneurship and the power of language.  Her work is focused on helping clients find their runway to success!

She has a professional background in management, human resources, corporate training, business consulting and talent development.   Patricia has worked with companies in the service, music, banking, manufacturing, publishing, warehousing, healthcare, academic, retail and financial industries, and has taught management classes as an adjunct professor.

Patricia has a degree in Human Resource Management, is certified as a Career Coach and Consulting Hypnotist and is MBTI qualified.

Her volunteer energies are focused on Women in Film and Television-Nashville, where she is a Board Vice President; Dress for Success as the Advisory Board President; and International Coaching Federation-Nashville where she held Board roles for several years.

Patricia is the author of Wearing High Heels in a Flip Flop World, BECOMING WOMAN…a journal of personal discovery, THE NOW, HOW & WOW of Success, Happenings, a full year calendar of inspirational messages and a spoken word album titled, I AM…

She enjoys songwriting, creating poetry and has written a one-woman show and artistic speech she performs titled Hello, Self…, about a woman in midlife reinventing herself, which led to her new book by the same name, available here.

On the personal side, Patricia, describes herself as a woman, lover of life, mother, grandmother, career professional and message artist; AND in that order!  Her goal is to continue inspiring others, of any age, to START NOW creating and expanding their Runway to Success.

She believes that life is a gift, the way we wrap it is our choice.

Connect with Patricia:

Website| LinkedIn | Facebook | Twitter | Instagram

Tagged With: Arlia Hoffman, Grand Old Opry, Hello Self Moments, Hello Self Podcast, Hello Self..., Morelia Cuevas, Patricia Leonard, Patricia Leonard & Associates, Rhinestone Heiress, Rhinestones and Roses, Tailor Nudie

Connecting People with Nature at the Chattahoochee Nature Center, with Fabiola Clermont and Jeremy Maneyapanda

July 18, 2023 by John Ray

Chattahoochee Nature Center
North Fulton Business Radio
Connecting People with Nature at the Chattahoochee Nature Center, with Fabiola Clermont and Jeremy Maneyapanda
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Chattahoochee Nature Center

Connecting People with Nature at the Chattahoochee Nature Center, with Fabiola Clermont and Jeremy Maneyapanda (North Fulton Business Radio, Episode 681)

Fabiola Clermont and Jeremy Maneyapanda from Chattahoochee Nature Center were the guests on this episode of North Fulton Business Radio. They spoke with host John Ray on the numerous experiences and services they offer, their wildlife rescue and rehabilitation care, events and exhibits, their own journey to the CNC, and much more.

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

Chattahoochee Nature Center

The Chattahoochee Nature Center is a private non-profit, 127-acre, award-winning, interpretive center dedicated to environmental education.

Visitors particularly enjoy the new Gold level LEED-certified Discovery Center Museum and Nature Exchange with hands-on/minds-on exhibits that tell the Chattahoochee River’s story.

Visitors are invited to bring a picnic, hike the woodland trails, meander through beautiful butterfly and native plant gardens or explore the river boardwalk while viewing native animals. A documentary film “Re-Imagine the Chattahoochee” is shown daily in the theater, and educational programs focus on ecology and natural science.

Website | Facebook | Instagram | Twitter | YouTube

Fabiola Clermont, Events Supervisor, Chattahoochee Nature Center

Fabiola Clermont, Events Supervisor, Chattahoochee Nature Center

Fabiola Clermont is the Events Supervisor at the Chattahoochee Nature Center.  She graduated from University of Georgia with a BS in Wildlife Biology in 2017. Did research and field work before dipping her toes into the events world at CNC while waiting to become a naturalist.  She discovered that she enjoyed event planning and has been doing so at CNC for the last 3 years.

LinkedIn

 

Jeremy Maneyapanda, Wildlife Technician, Chattahoochee Nature Center

Jeremy Maneyapanda, Wildlife Technician, Chattahoochee Nature Center

Jeremy Maneyapanda is a Wildlife Technician at the Chattahoochee Nature Center.

He graduated from Cornell University with a BS in Biological Sciences in 1997 and has worked in Zoos and Aquariums in exotic animal care from graduation until 2021.

He has been at CNC since.

LinkedIn

 

Questions and Topics in this Interview:

  • How do you respond to people saying “your job must be a lot of fun!”?
  • What’s the best part of wildlife rehabilitation?
  • What’s one thing you’d like people to take away about wildlife rehabilitation?
  • What’s something a lot of people don’t know about CNC?
  • How can people connect to nature at CNC?
  • What events are coming up this summer and fall at CNC?

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

RenasantBank

 

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

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Tagged With: Chattahoochee Nature Center, Chattahoochee RIver, event venue, Fabiola Clermont, Jeremy Maneyapanda, John Ray, kids summer camps, North Fulton Business Radio, Office Angels, renasant bank, wildlife rehabilitation

Marching Band, Entrepreneurship and Politics: The Inspiring Journey of Kathy Eshelman

July 15, 2023 by John Ray

Inspiring Women PodCast with Betty Collins
Inspiring Women PodCast with Betty Collins
Marching Band, Entrepreneurship and Politics: The Inspiring Journey of Kathy Eshelman
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Kathy-Eshelman

Marching Band, Entrepreneurship and Politics: The Inspiring Journey of Kathy Eshelman (Inspiring Women, Episode 59)

From first female elected as President of the Texas Longhorns marching band, to founding Grade A Notes, to advocating for women-owned businesses, to running for political office, Kathy Eshelman has had quite a journey, and there’s more to come. On this edition of Inspiring Women, Kathy discussed her career and what’s ahead for her with PatrioticJewelry.com with host Betty Collins.

The host of Inspiring Women is Betty Collins, and the show is presented by Brady Ware & Company.

Betty’s Show Notes

Kathy Eshelman, a natural problem solver, collaborator, decision maker, enthusiastic team player, and an exceptional communicator with an entrepreneurial spirit, is my guest on this episode. During the podcast, Eshelman shares her experience in founding Grade A Notes, a note-taking service for students, at the age of 25, with $30,000 in investments from friends and family.

The business eventually expanded to six different locations across the country and sold custom course packs to over 100 universities. Eshelman’s entrepreneurial spirit led her to be appointed by the White House to the WSBA’s National Women’s Business Council and to serve as the PTO president of Junior Achievement. She holds a degree in journalism from the University of Texas in Austin and was the president of the Longhorn marching band for two years.

Eshelman represented the Women Presidents organization on the National Women’s Business Council, which aimed to provide information and support to women business owners. She ran for state representative in Ohio, receiving support from her Women Presidents organization and political friends, but ultimately lost by a few votes due to political maneuvering. However, Kathy encourages women to run for office and get involved in politics, as it can have a significant impact locally and nationally.

Kathy reveals her struggles with finding the courage to pursue her business dreams. She plans to relaunch her jewelry business and make it a real ongoing business.

Hosted by Betty Collins, CPA, and Director at Brady Ware and Company. Betty also serves as the Committee Chair for Empowering Women, and Director of the Brady Ware Women Initiative. Each episode is presented by Brady Ware and Company, committed to empowering women to go their distance in the workplace and at home.

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

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

TRANSCRIPT

[00:00:00] Betty Collins
So today we have a great guest on inspiring women, and her name is Kathy Eshelman and she is a natural problem solver. Aren’t all women right? But she’s very accomplished. I mean, her I can’t even read her whole bio. There’s so much here. It’s just amazing. And I know in her questions we’ll talk about it and get through it. But she’s a collaborator, which we need today, a decision maker, very enthusiastic team player. She’s exceptional with communication skills and her entrepreneurial spirit certainly thrives. You’re going to hear about that today. She’s she served as the PTO president of junior achievement. But also, this is a big deal to me is the White House appointee to the SBA’s National Women’s Business Council. I’ve been to Washington, D.C. once with Nabo, and it was the coolest thing. And we got to see some of this. And that was in 2019. You hold a degree in journalism. You’re from the and you went to the University of Texas or in Austin and you were the president of the Longhorn Marching band for two years. I love that. There we go. You played tenor sax. Do you still play?

[00:01:10] Kathy Eshelman
No, no.

[00:01:12] Betty Collins
No, I don’t. I don’t. The marching band is significant because she she marched in the inaugural parade for President Ronald Reagan and Vice President George Bush. And that was probably a big highlight. That would have been a cool, cool. It was amazing. Part of. Absolutely stayed.

[00:01:28] Kathy Eshelman
Stayed in the barracks in Quantico. Oh, my God. Yes. That’s awesome. It was really an amazing trip. Oh, well.

[00:01:34] Betty Collins
But and what’s great, of course, with inspiring women, we’ve talked we have so many listeners who are all about entrepreneurship. I mean, we have many of you are in business as well. But she owned her own business and you started a business at age 25 and you raised 30 million, $30,000, not 30 million, but 30,000 to start grading notes and then build it into a $1.8 million enterprise. That’s very impressive. You also have something called patriotic jewelry.com. That’s going to be fun to talk about. And you served as the vice president of membership for the Ohio Chamber of Commerce, where her team earned two national sales awards for member retention. So that’s really cool. You have a lot of passion. I think this is brave. You ran for the Senate. Anyone who’s in politics I think is brave, especially today. So we’ll maybe we’ll probably get into that as well. And you were featured. You were a Weld calendar. I was as well in 2020, the year of the pandemic.

[00:02:36] Kathy Eshelman
One was quite a long time ago, but I was still Miss August.

[00:02:39] Betty Collins
There you go, Miss August. I was. I tell my kids I was Miss December. They hate it when I say that, but.

[00:02:44] Kathy Eshelman
My family does too. I still do.
[00:02:46] Betty Collins
It. But you were also in the Columbus CEO magazine as boss woman and other media, including TV, newspaper and magazines. So we’re just going to connect and we’re just going to start right in. We have so much in common and so much synergy. I think today’s podcast will just be energy. You’re going to love it. This is a person who has an amazing resume and a lot of insight for us, but certainly I couldn’t even read. Your whole bio was crazy. So you certainly don’t allow any grass to grow under your feet. When you were 25 years old, you started a business and you founded Grade A Notes, as I said, was a $30 Million $30,000. Can you tell us what possessed you to follow this route at such a young age?

[00:03:29] Kathy Eshelman
Yeah. So it’s kind of like the horse trailer story from Texas, right? So my I went to school at the University of Texas and they had a note taking service. And I just thought it was fantastic. I thought it was ironic a little bit, too, because getting a journalism degree, you know, yeah, I was buying somebody else’s notes, but they were very affordable. And for me, they were just a supplement to you.
Make sure you kind of had every bit of information you could just to succeed in your classes and do well. And so from that, I decided, you know what? I’m going to I’m going to do one similar. So I looked around and the gentleman that owned that one was kind of doing some other universities in Texas and surrounding area. So I thought, Well, I’m going to get out of his hair. I don’t want him to feel any kind of competition. So I did some research. And Ohio State was the largest university in the country that did not have a note taking service. Wow. So that, you know, I don’t know how much deep research that was, but it was enough for me to loan my dad’s horse trailer, you know, come up with my. Yeah. And we, you know, my business partner’s dad drove us up. I mean, we were young, right? So. Yeah, Yeah. And I had got a friend of mine I knew from Longhorn Band to join me. He was fresh out with a advertising marketing degree, I believe, and thought I need a first job. Sure, I’ll go do it. Let’s do it. I don’t think he knew he was going to be getting ink under his fingers and printing a lot of things, but we had a really good time and got it off. Got it off the ground.

[00:04:52] Betty Collins
Well, what’s interesting to me is you knew Ohio State was the only school in the country that didn’t like large universities. You didn’t have. The Internet to Google. So you had to do your homework. Good point for sure. Right. And the other the other thing that’s interesting is back then, I mean, today, 25 year old young women start businesses, right? Absolutely. At that time, did you find that the glass ceiling was a real thing, all that, or was it did people not take you serious? You’re just some young girl. Your dad must have money, all that kind of stuff. You know, I think there.

[00:05:22] Kathy Eshelman
Was a little bit of that, but I didn’t feel like it was any kind of real negative.

[00:05:27] Betty Collins
It wasn’t a barrier for you?

[00:05:28] Kathy Eshelman
No, not at all. I mean, my dad always owned his own business. And so I think growing up and I thought that’s what I’m going to do on my own business. I mean, I just that’s what I saw. Right. He went to work for himself every day. And I just thought, I’m going to do this. My my mom thought I was a little crazy and she probably was a little right. But, you know, my friends and family, we put together a business plan and they invested $30,000 with us. And we were able to just move up here and open a checking account. You know, get an apartment, and you just start finding note takers. I often say people, you know, how do you do the marketing for that? Well, it’s one of the few businesses where, you know, where 100% of your clients or prospects are at any given time. So we we would take like notes the first day, have our note takers take notes. And then we had a little template that just said, get these notes at grade notes.
And it was brand new. So that was the kind of a little bit difficult thing I didn’t expect, is that you had to kind of explain to these students what this was. So it’s kind of like customized Cliff notes. Yeah, but we would literally go over there and stand at the entrance of the doors and people would come in and, hey, you can get lecture notes for this class, you know? So just really. Wow. Yeah. It was a it was a and it started taking off. You know, students didn’t have all the, of course, social media and everything now but they definitely still word of mouth spread pretty big. Sure.

[00:06:48] Betty Collins
Yeah. So you had an idea, you had a passion, you’re using your degree and now it’s reality. But how long did it take? Probably to really like, I can actually pay my rent. You know what I mean? Because a lot of entrepreneurs was young that are listening right now are thinking, Oh, I can just jump and do that. But it does take it does take some time.

[00:07:06] Kathy Eshelman
And it definitely took longer than I thought. Yeah. But again, you know, you’re 25 and you just I’m going to go do this. Right. And I you know, I think really it was probably I started in 87, so probably about three, four years before I could to pay the rent. But one of my business partners, one of my business partner, I had shareholders also, but the business partner, he actually, you know, kind of paid some of those bills. That was kind of his commitment. So I have a place over my head, a roof over my head.

[00:07:33] Betty Collins
No, but sounds like you thought it through. But that’s awesome. At 25 years old.

[00:07:37] Kathy Eshelman
We ended up opening six different locations across the country and physical locations. And what ended up being our best when, I hate to admit, was that at the University of Michigan. Sorry. That’s okay. Maybe they just need more notes up there. I don’t know. Could have to do with it.

[00:07:53] Betty Collins
Yeah, they’re just lazy. They want someone else, right? That’s right. I mean, I don’t know.

[00:07:57] Kathy Eshelman
They were, you know.

[00:07:58] Betty Collins
But you were. But you went to six different states because that’s that’s a task in itself. Not today. Today you can be in six states like it’s nothing, Right? Especially with the pandemic. Everything shuts down. You’re now we’re all on Zoom calls doing our thing. Back then it was you traveled and and or however you had. We did it.

[00:08:15] Kathy Eshelman
We traveled. You know. Absolutely. You know, we actually went we went Athens was our first our second location. And then it’s a longer story. But basically the bookstore at the University of Michigan, I got to know one of the VP’s of that bookstore chain. And they thought and I thought I kind of proposed to him, What if we put our grading notes store like in the in your store? So it’d be like a little satellite. And so I just that ended up being a wonderful idea. I mean, they, you know, they got their percentage and they took care of all the little expenses I had no, you know, the percentage was beautiful. Yeah. It was really a great thing. And that’s probably why the Michigan store ended up being so successful because that was a different model. Yeah, but we ended up with a University of Nebraska, Michigan State, University of Arizona. Anyways, it was it was wonderful. And then beyond that, we started doing custom notes. I mean, like custom course packs people might know them from getting them at a Kinko’s maybe. Yeah. And so we put those together and bind them and sell them to the students in the classes. And that’s how we went to doing over 100 universities. We sold them through bookstores all over the country. So that was that was fantastic.

[00:09:14] Betty Collins
Wonderful. Well, this year’s theme is courageous, being actually courage and being courageous. That’s a lot of courage. At 25, you know, when I was 25, I was already having kids. I wanted someone to be the employer and give me a check. I didn’t want to write the check. I didn’t want to, you know, do all the things. And so to me, when I hear someone that starts something like that, I. You can’t go back, man. If you’re 25 and you’re listening or you’re even 30 and you can go, I got this right. Don’t, don’t wait till you’re 38.

[00:09:47] Kathy Eshelman
Especially till you get more and more bills and house expense and children and. Right. You’re right. I just was.

[00:09:53] Betty Collins
You were courageous. You had a lot of courage back then to do something like that. Thank you. Maybe go. Oh, kind of sound like. To you is just like wearing going to earn my living. But to two people, watch it or hearing your story, it’s different. It was really awesome. Well, you’ve been the PTO president, a junior achievement teacher, but also a White House appointee to the SBA’s National Women’s Business Council. Those are huge things. Junior achievement is a big deal. I love Junior Achievement. It’s such a great thing. I wish there was more of it. I do too, you know? And it’s funny, as I’ve gotten involved with a little bit of university things, I spoke at a group of kids who their major was entrepreneurship. I love that When that went in the 80s, wouldn’t that have been great? We would have had. Right? And now they actually have it. But and then to be on the National Council, I’d love to hear more about that.
But have you always considered yourself a leader?

[00:10:48] Kathy Eshelman
I don’t know that I consider myself one, but I do like to be in charge. Yep, there you go. And I do love working with people and what I hope to think is motivating them and and I know like at great notes, we were, you know, I told everybody to treat it like a Jerome business. And when you empower people like that, they really do a fantastic job, right? I mean, we had a few full time people along the way, but we mostly had students that were either working in our store, you know, just as clerks or the note takers. A lot most of them were all just like seniors or grad students taking the notes in the class, maybe a TA. And then we had a couple of we we called him Father Time. I think they had a father time down, down at Texas. Also just an old guy, gray hair. Just I mean, he and he just wanted to sit in on classes. And we had a woman like that too, had been a retired teacher, so they were awesome because they would take 3 or 4 classes. And of course, their commitment was high. Right. And they really wanted to learn it. So they really took great notes.

[00:11:44] Betty Collins
Well, I mean, I look at leadership is if people follow your leader, I mean, to me that defines leadership. You can have titles, you can be in charge, you can do these things. If you don’t have a following, you’re really you’re not leading. So, you know, as a leader, what did you get to do with this SBA council?

[00:12:02] Kathy Eshelman
Well, it I actually represented the Women Presidents organization. I was a member of that. It was started in it started in New York City. A woman started it there. And then it was like a peer advisory group. So you’d meet like once a month and like a max of 25 women in it. And they were all had to be presidents of businesses that did at least $1 million in sales. If you were service based and 2 million of your a product based. So I barely snuck in at that point where we were. Right, right. But you got in that ended up being just one of the most I mean, some of my very best friends are from the WPA. Yeah. So the WPA held a seat on the National Women’s Business Council. There you go. And so Marcia Firestone, the founder, actually asked me if I would be willing to do it. She knew I was very involved and I loved it. Be anything. Yeah, this wasn’t really political, but it still was in that government public service. Yeah. So the greatest thing I think that happened was we had they had never taken the taken the information out to the people, if you will. So Tami Longaberger was actually the president at the time. Now, that was just coincidental. We were both from Ohio and I had met her a few times. Yeah. But we we had them maybe half a dozen of them around the country. And we ended up with the one in Columbus, Ohio. And it was by far the most successful. I mean, I think between Tami and I having, you know, enough contacts. And of course, Tami is just a great draw. So yeah, and it was we just brought people in and we had, you know, we had some just different speakers for them. And information about matters important to women business owners.

[00:13:33] Betty Collins
You know, I have clients who are in definitely in the WIPO and, and they don’t even see themselves as leaders, you know, but they really are. And they’re still trailblazers today because they’re still because the amount of businesses that are that are women owned that are not over $1 million is just awful, right? I mean, they’re just women were 40% of the women businesses that are starting are women business owners. Right. But they stop. It’s it’s stacked. It gets here. So to be over the million dollar mark, you’re leading the way. Definitely. That was great. Yeah, right. And I mean, you did it a while ago.

[00:14:10] Kathy Eshelman
So and I was surrounded by women who most of them were ahead of me, just, you know, for whatever reason. And it was just just imagine being able to sit around the table with women who’ve been wildly more successful than I had. You know, I’d like to think that I caught up a little bit, but and I’m still really good friends with them today. In fact, I hosted our monthly supper club Thursday night. Oh, nice. And, you know, we have 13 of us that just kind of started as a support one one woman we knew really well and needed some support. And we have a supper club every month doing like eight years, I think. And Thursday was at my house and it’s just amazing to get these women together. We’ve been friends, you know, depending somewhere around 97, but as people joined so it’s my best friends are from WIPO.

[00:14:53] Betty Collins
Well, in your spare time.

[00:14:55] Kathy Eshelman
You.

[00:14:55] Betty Collins
Ran for state representative for Ohio. Give us an idea what. That’s like, because I’ll tell you, women are running for office more and more right now. The Joanne Davidson’s the Betty Montgomerys in Ohio. They were trailblazers for sure. And what we’re even seeing at the national level now and state Senate, I mean, federal Congress. And it’s just off the charts. I would there’s a part of me who would just love to jump into it, but there’s a part of me going absolutely nuts. Do it now. You’ve got to do it. But tell me what it’s like to do it, because I love having women at the table in everywhere. I think it’s good to have a balance. I think it’s good, Absolutely.
Perspectives. But tell us about that whole process and what that was kind of like. You need to encourage women to do this.

[00:15:40] Kathy Eshelman
And that’s why I said you should. Anybody else watching you should do it. So it didn’t end the way I wanted, but it definitely was a pretty amazing experience. So what had happened was what had happened was, yeah, Mike Keenan was a city council member and then became mayor. But in the meantime, he had run for this district and at that time, 2010, it was it leaned a little left, not much. And I was, you know, I was a Republican at the time, so I still am sorry. I don’t know why I said that. Don’t apologize. It’s all good. It’s not to be political, But but, you know, it’s kind of like a everybody kind of understands if he’s going to run again, I’m probably not going to run for, you know, because he’s already in office. So our county chairman for the party called him to ask, hey, what are you thinking? And he’s like, I’m not doing I’m not running, I’m not running. And so he set up a meeting and I went over there and I remember thinking, I can this is when I kind of had that aha moment. I can do this. And he he’s, he reaches into a big cabinet and he opens up the cabinet and he’s got this kind of big banker’s box. He goes, I’m not running. You can have everything I have on it on the district, any of the issues, everything I had when I ran two years ago.

[00:16:50] Kathy Eshelman
And I’ll write you your first campaign check. Let me know when your account’s open. Wow. And that was early on in 2009. So I kind of got out early because, again, I wanted to kind of my idea was to clear the field a little bit. Yeah. And I mostly did. And then at the end, what I learned about politics, it’s very political. Yeah. And that may sound like. Didn’t you know that? Well, I did, but it’s just a long story and a lot of details. But essentially, you know, somebody had been upset because of something they didn’t get, I don’t know, eight, ten, 12, 15 years before that. And I was you know, I was on the team of people who had made that not happen for him. And he decided to just block whatever whatever. And he had a lot of power and just blocked my nomination. And it was I had raised more money than any other non-incumbent, you know, in the state, which I don’t mind asking for things. I mean, that’s just one thing about me. I will say that’s good advice. Don’t ask, don’t get. So and that’s probably the biggest reason why women don’t run, that they don’t want to have to raise money. They feel like they’re burdening people, but people want to help. That’s what I learned.

[00:17:57] Betty Collins
People want good candidates. They do, you know, and they want people that are going to get in there and be advocates for them on behalf of them or today, I think I think there’s still today. I mean, if it was you thought it was political back in zero nine, I can’t even imagine what it’s like behind the scenes. Right. But people want leadership. They want leadership, Right. You know, they want something to follow. They want something that they can believe in and go.

[00:18:22] Kathy Eshelman
And you just have to be able to communicate that to them. And and I did raise a lot of that money from my women presidents organization. Sure. Friends. So, you know, it’s just they were successful business people. And also from my I have another group of political friends that kind of become my our tribe, we call it. Yeah. And so I have two group texts on my phone going and just about any time. And I’m just blessed beyond all measure. I mean, those women supported me before they really even knew me because they knew of me and they met me. And so that’s what became really exciting. And then just, you know, I got out and met people all 2009, which was again, really kind of early. And but I loved meeting constituents. I loved meeting with all the central committee members, you know, that that I needed to get their vote. And the kind of interesting thing happened was we each got my the last minute candidate and I got to give a little speech in front of him. And then we. I don’t know. It’s like my people that were kind of some of the people for me are social like I am.

[00:19:25] Kathy Eshelman
So they cast their vote for me and then they decided to go down to the bar and go enjoy themselves for the evening. And it was a tie vote. It was a tie. I’ve heard Joanne Davidson say that so many times. One more door knock, one more door knock and I’ll be darn. It happened to me. I was like, Ty’s got to be so freaky. Well, freaky on me. I guess so. But yeah. So then, you know, it’s hard to go scramble my people back and then I end up winning. I mean losing by about 2 or 3 votes. But it was just heartening. I had some friends that never were really involved in politics, so were there with my my t shirt. Cathy Schulman for state Rep and a couple of them have just really had their, I don’t know, stomach turned about it. Like just I can’t believe that happened. I mean, I was the shoo in by most people would tell you that. Yeah. You know so anyways well I experience I learned a lot from it.

[00:20:14] Betty Collins
We need women to run. We need people. You need to be involved. If nothing else, you know, you look at the federal situation today and you go, it’s too uphill, it’s too big. But locally there’s a lot of issues. You can have impact locally. Right. And and go so but I just I always love talking about things like politics.

[00:20:33] Kathy Eshelman
One of the things that I met with Joanne Davidson, she was in Washington DC at the time and I was there for something else and we met for a late coffee. I love that woman. She has so much energy. She’s like, Well, I have a meeting tonight. Can you meet then?
Like Absolutely. Thank, thank you so much. And so she came and we talked a lot about me wanting to run for state rep and she said, you know, have you thought about city council? And I was like, Yeah, I thought about it, you know, but I live in a town that I think has run really well. What am I going to offer? You know, I love the town where I live in. Yeah. And then but, you know, it was 2009, ten, right after, you know, we were in a bad economy. So to me, being a small business owner, I thought I had a lot to offer as far as doing offering suggestions and things.

[00:21:16] Betty Collins
Well, people who show up win, Right. And so women need to do that more and more. It doesn’t matter what it is, but it’s a tough it’s tough hill to climb. But a mutual friend of ours described you as one of the most positive and optimistic persons that they’ve ever met. So can you share with us how you always remain so enthusiastic and upbeat?

[00:21:36] Kathy Eshelman
First of all, I am so humbled by her comments. I mean, I. Wow. To think somebody thinks that about you because you don’t know. So if nothing else, I’m just grateful this came up because I was able to feel that, you know, it was a great feeling, you know. So I my dad, both my parents were pretty positive. My mom always told me growing up, you can do or be anything you want in the world. Just use whatever you want. There’s no barriers. Just go do it. So when I was getting my degree in journalism at the University of Texas, I thought, of course I was going to be the next. Jane Pauley. Yeah, yeah. And then I was at Katie Couric that came after that. Katie get out. So I actually never pursued it, unfortunately, because the first jobs out of degree journalism with broadcast emphasis were down like, you know, tiny little towns on the border. And I just I wouldn’t mind, you know, having to work for little money, but I don’t know, It just seemed far away, even in Texas, you know, So and I just didn’t know.

[00:22:36] Betty Collins
You had entrepreneur in your heart.

[00:22:38] Kathy Eshelman
I did have entrepreneur in my heart. And that’s yeah, and that came along not too long after that. So I just I just loved it. So my dad always owned his business. And my dad, you know, he’s, he’s going to be turning 84 in April. My mom passed away with lung cancer, unfortunately, a few years ago. But but my dad always just had this can do spirit to him. Like, you know, for him also being an entrepreneur like he just I could, you know, we can do it. And I recently visited him cause he was having some health challenges and he still lives north of Houston. So I went down there and spent a couple of weeks. I hadn’t spent a couple of weeks with my dad in so many years. It really makes me kind of embarrassed and sad. But we had a wonderful time. But it was just I saw these people coming to see him and like the air conditioner guy put who he had been using for years. My dad had some rental properties and the guy walked in and he goes, Mr. Joe, I’m going to give you a free air conditioner. I’m going to install it. It’s not nothing charge for you. I’m going to do it. And if you need maintenance, let me know. And because my dad had just moved, that was all part of me going down there. And I was like, somebody just gave him a, you know, the guy was in the business and I just was so impressed. And then I talked to so many people along the way. You know, my dad’s very well loved in his community, and I kind of get teary eyed. But just hearing all these stories of people that say, oh, he did this for me and he did that for me, in fact, I’m thinking I’m not living up to that at all. But he’s just that, just that positivity. If he can help somebody, you know, he’s going to do it. And so it’s just pretty.

[00:24:10] Betty Collins
So you grew up around that? I did. So it’s just what you know. But today is a hard it’s hard to be positive today. You’ve got to work at it. So tell. The audience. What do you do today? I mean, you know, you’ve been away from your mom and dad. You’ve done so many things in life. You’ve got a full plate, full resume. But now it’s it’s hard. It’s hard to me, it’s I feel like every day is an uphill climb. Yes. You know, unless I choose to, to not think of it that way, which I.

[00:24:40] Kathy Eshelman
Bet you don’t think of it that way.

[00:24:42] Betty Collins
Well, you know, I have.

[00:24:43] Kathy Eshelman
To acknowledge it.

[00:24:44] Betty Collins
I work with small business owners who are exhausted. So my role as a CPA is not just to do taxation or whatever it is. It’s to keep them going. Like they got to be inspired. They’ve got to keep moving. Yes. You know, So how do you how do you do that today? Tell us how you do that. It’s not it’s not one of the questions, but I know you can answer it. That’s okay.

[00:25:04] Kathy Eshelman
Well, I mean, what’s interesting about that was I would say that I have struggled a little bit lately. I mean, but most people wouldn’t know that because I’m not a person that’s going to go out there and, you know, whine and complain. Yeah. But I just you know, every day I wake up, I journal, and then I, you know, I quiet and talk to God and I just figure out what’s going to be in store for me today. And then it was kind of funny driving over here, I was thinking, you know, I was running a little late. Sorry. Everybody knows that. I’m sorry, but I am sorry. Very sorry. Okay, But. But I was like, what music do I want to listen to? You know? And this is going to sound really crazy. Yeah. And I just looked really quickly through my. And I said, Born to be wild. Here we go. And I mean that, you know that song Get your motor run and and I was just like go just I felt like I was just born to be not necessarily wild, but, you know, optimistic and enthusiastic. I just like to be that way. It just feels good to me. Yeah. So and again, I, you know, I don’t know, just maybe I was born that way a little bit. My parents did that. My brother believes in me more than anybody. I have wonderful family and wonderful friends. It’s just it’d be hard not to be right. You know, You.

[00:26:16] Betty Collins
Have to you have to really be intentional about what you’re putting in. You’re in and out, right? My song is Bachman-turner Overdrive, which is that’s the group is taking care of business. I love that one too. There are days I have that just loud because I’m like, That’s what I got to do today. You got to take care of business. Take care of business today.

[00:26:35] Kathy Eshelman
Yeah. And that. And ain’t no mountain high enough. Ain’t no river low enough. And you know it’s to get to you. But for me it’s like to get to where I’m going. Yeah. So when we started the Michigan store, it was. It was hard work. I mean, we drove up there all the time. Yeah. And I would play that a lot. Just, you know, nothing’s going to stop me from getting up there and being successful.

[00:26:54] Betty Collins
So yesterday I did a podcast. We did recording on just my my approaches to life. It’s going to be really my four new approaches in this season because I’m getting ready to turn 60 this year. And and part of it truly is choosing to how am I going to get through the season? Oh, I bet. You know, it’s just tough. Yeah. But my mom will tell you optimism. I mean, she I mean, she the only war, of course, was World War Two, of course, the big war. And they saw depression. I mean, they did all what they had to do during that time. They saw a president assassinated. They saw the 60s come in after living this nice 50s. The 60s were like, what’s happened to the world? And in the 70s they’re in gas lines just like we are right now. And my brother paid. I remember when he talked about and I don’t know why I remember this because I was a teenager, but when his house interest was like 18% and went to 12, it was like a pay raise, you know? Isn’t that crazy? My mom will still say to this day she’ll go. But then came along Ronald Reagan, who led I mean, he just led with optimism. He did like optimistic people, ended up like liking him, whether they hated him or not. You know, they didn’t really I mean, especially as he won all 49 states out of 50 the second. Exactly. But he came in and he and he just said we’re we’re better than this, you know, And we’re I think we’re kind of waiting for that or we’ve got to be that right. We are one or the other.

[00:28:20] Kathy Eshelman
I agree.

[00:28:21] Betty Collins
I because his optimism in the coming out of with interest rates and all the things he he dealt with at that time. Yes. You just went okay. So it’s all up to us. But I mean, I feel for my kids generation. There’s that part going. You guys got to decide what you want this to look like and it’s on you.

[00:28:38] Kathy Eshelman
That’s true. And that’s that’s a tough, tough course. I will tell you. Might not be surprising to you. I do have a bust of Ronald Reagan on my buffet as you walk in my house.

[00:28:47] Betty Collins
I believe that.

[00:28:48] Kathy Eshelman
I love to. Right. I know some people might not agree with that, but, you know, there’s.

[00:28:52] Betty Collins
People that you aspire to. I mean, I could listen to Michelle Obama just in. She is an inspiring person. I could still listen to Reagan. Sometimes you see little flashes of him come up on social media that are just fun to watch. And you go, yeah, you know, you just, you know, or if I need it, I go to the Dean Martin days, you know, you go to those roasts and just they have fun. They just had fun. Have fun, Have fun. Having fun, making fun. It was just.

[00:29:19] Kathy Eshelman
You know, people kind of sometimes forget to have fun. Yeah. Not that they don’t want to, but they’re just so burdened with everything we all have to do. And I think social media is probably added to that. I’m very guilty, you know. But, you know, sometimes you just got to step out and say, what are we going to do? That’s fun, Right? Right.

[00:29:36] Betty Collins
Let’s get I mean, it’s a good day, right? It is a good day. Well, optimism. I mean, we could talk about that all day, But but our theme this year is courage. I just feel like we need courage in the every day in the big stuff. We need people willing to be courageous, which is willing and ready. Go. What would you say is the most courageous step you’ve ever taken?

[00:29:58] Kathy Eshelman
I appreciate you giving me the, you know, some ideas of questions you might ask ahead of time. And I have to say, this is the other kind of simple for me to fill in about my life. Right? And I really struggle with this a little bit. But I guess the thing that came to mind was when my mom was diagnosed with lung cancer in 2013 and I didn’t feel courageous. You just feel like I got to help my mom. Right? Right. But looking back on it, I mean, I realized that I didn’t know what I was doing. I mean, I needed to be a caretaker. I needed to be there with all the doctor appointments. And I mean, I remember, like, writing notes to myself, like, what can I do to do this better?
Right? And if things didn’t make sense, I always have this little saying. If it doesn’t make sense to me, it don’t make sense. So I love that, you know? Right. Because you hear people telling stories like. Right, right. But so ultimately, I kept looking and looking and I found somebody that could help me find they actually have a concierge at Ohio State. I don’t know if it’s the whole the whole hospital or just for the cancer center, but the concierge was a person who basically helped you maneuver, you know, the system because we didn’t know what the treatment would be. My mom was up for any treatment. And while I will say and I don’t know how this is going to sound, but my mom wasn’t necessarily the she was strong.

[00:31:17] Kathy Eshelman
I don’t know. That’s not right. She was strong. But I’ve never seen her be so strong as she was in that fight. I mean, she would take some treatment sometimes that were just she was just so weak. One time she really couldn’t lay flat on that bed to get the radiation. And she, you know, they finally just kind of gave up and brought her out in a wheelchair and she’s crying. My mother also didn’t cry a lot. Right. And I was like, Mom, she’s like, I’m sorry. I couldn’t do it. Like, she’s apologized to me. I’m like, Mom, it’s okay. We will find a way to get it done. And we did. It took some work, but we did find a way. And it’s just looking back on that, it was very every every new treatment, every new everything was kind of felt. Looking back, it was some courage to always be supportive of her. I always try to be optimistic and then also know my mom’s dying, you know? Exactly. So one thing that did happen to me, which I didn’t know if I was going to bring up or not, but that was in 2013 and blah, blah, blah, blah, ran into a person on on social media, actually, who was like a multi-level marketing company for a protein shake mix. So it was interesting. So I, you know, another diet. Sure. Here we go. Here we go. But take the.

[00:32:27] Betty Collins
Shake. Been there, done that. Right.

[00:32:29] Kathy Eshelman
So I started January. My mom was diagnosed in March and I was definitely falling off the wagon by then. I mean, you know, it probably started about four weeks in. And, you know, instead of taking the shake twice a day. Once a day. Once every other day. Right. And I remember, though, going to different doctor’s appointments with my mom. And I remember, you know, we needed we needed to meet with all of them. That was the plan. And we went to meet with the surgeon and the she’s like, I don’t want to meet with the surgeon. You know, I won’t survive. She’s unhealthy as well. I’m not going to survive a surgery. So we just skip that. I go, Mom, because I’m thinking, Oh my God, we have to go. Yeah. And so I print out a picture of him. He’s kind of a good looking guy. Yeah, I’m not going to lie. She’s like, okay, I guess I’ll go, Yeah. Again, what can I do to be creative to help my mom get through this? And I remember he walked in and he’s like, well, you know, got good news and bad news. And mom said she wanted the good news. And he goes, Well, the good news is you have a very small operable tumor. And I could go in there. It was in the upper left lobe of her lung. I could go in there and remove it. You wouldn’t lose much lung capacity. And I you know, and I think we could get it just like that. I’m like, oh, wow, dream come true.

[00:33:36] Kathy Eshelman
Good. And then, of course, like, what’s the bad news? He says, Well, I’m afraid if I put you on the table, I might not be able to bring you off because the other health issues. Can I just tell you, I did not know it at the time. I did not know it until I said her eulogy two years later at her funeral. I got on those shakes like there’s nobody business. And I didn’t I didn’t make the connection until the eulogy and I lost £100. Wow. I mean, wow, right? Wow. I never meant to lose that much, but it just worked. I started working out. I became an aerobics teacher. I was 53 years old. That’s crazy. I love it. But ultimately, of course, I’ve gained a lot of it back, so I got to get back on the shakes. But at our eulogy then I realized I was writing things down and it hit me. I got serious about losing that weight When I heard that surgeon say he could not brain her because of her health problems. And I think I said up here without even thinking, I’m never going to let that happen to me. If I have cancer, we’re going to go in there and cut it out. So my mom ultimately and her diagnosis ultimately, I think helped me. I’m still lighter than I was, but I still got to get it back off. Yeah, but I mean, that was an amazing time for me, just being all physically fit and, you know, £100, a lot of weight to lose.

[00:34:50] Betty Collins
You know, And the every day, the courage of the every day. That’s right. Drinking the shake every day, that is. We think courage has to be big, right? You know, we think it has to be like we got a cape on. We’re flying around. Yeah. I mean, you’ve done a lot of that. You have an amazing story. You need to tell it. You need to tell it all the time. Thank you. Because it’s just a lot of good in all that. I want to end with a couple of things. So tell me a little bit about the patriotic jewelry store or.com. I think that’s cool. Yes, I’d love to hear it.

[00:35:21] Kathy Eshelman
Well, a some friends and I started actually in 1999, kind of about the time they had all the hanging chads in Florida. And when my idea one of the other gals that I was on the beginning of AOL. Right and yeah yeah. Chat rooms so we one of them had the idea why don’t we, you know, if President Bush gets elected, why don’t we make a big W crystal pen and we’ll just take it to the inauguration and we’ll just sell them? Yeah, and that’ll be fun. And I was like, well, at that WIPO when they when WIPO started in Columbus, they held an info session, Bank one back in the day, sponsored it, and I met a lady there who also owned a business and she owned a jewelry making business, okay? And so she had I remember she had a pen that said Business is great and I had to have it. She actually like, I’m like, how much you want me to come to her shop? I’m like, I don’t do jewelry. Yeah, like, you know, I love it. So I had kept her card all that time and I go, I know somebody that can do this for us. And so I contacted them and sure enough, they absolutely sent me some drawings. And so we ended up getting a crystal one. And they were kind of, you know, they were kind of big. And then we got just a gold tone one and then we got red, white, red, clear and blue crystals. Yeah. So we got them made and we all went to the inauguration and we always laugh and say our best sales room was really on the elevators.

[00:36:43] Kathy Eshelman
We had our coats on. Yeah, like, can I interest you in a Rolex? Or how about some patriotic choice? How about a W? So her company also had patriotic items, so we carried some of those too. We probably sold more of the crystal w pins to the Texan, the Texan men who were there for the inauguration because they all had their black Stetsons on. Not all black, but a lot. Yeah. Boy, that crystal w looked really good on that stuff. So we’d laugh and go, Never thought about the man that’s, you know. So it just it’s just been a great business. I’ve had lots of fun experiences. I’ve gone to some national conventions, sold jewelry, and I just it’s just been a great I love it. And so I’ve kind of it’s kind of been a little bit like haven’t marketed it. I still have customers that still come because they know me. Yeah, but so is that a couple of jobs. So I’ve actually been working on it now and I’m going to relaunch the website and I just have new and expanded product line. You know, mostly I had pins, earrings, bracelets, all flag oriented. Very cool. So it’s just yeah, it’s been it’s been a great thing. And I mean, I love bling. Like, why am I not always get it on marketing? So it’s kind of like I feel like I You talked about turning 60. I turned 60 last year. Okay. And I just think this is my next chapter. I’m going to really dive in and make it a real right.

[00:37:56] Betty Collins
Ongoing business. Well, you’ve had amazing chapters. All the things we’ve talked about today. I mean, my audience, if you’re out there listening of what’s next, this is a person who’s lived what’s next and executed. Right? But I know when I look at 60, I, I go, okay, all I’ve ever known is accounting in business and doing what I’m doing. But there are things now that I want to do is I as I have different this different chapter. It’s not the last chapter. It’s just a different chapter. Right? Right. I look at someone like and I have a podcast on Aretha Franklin. She sang for President Obama and did her a Natural Woman. It’s a great video. It’s awesome. Right? But she’s singing like she’s 20. If you didn’t see her, you know, you would go, Wow, who is that?

[00:38:43] Kathy Eshelman
That’s a great way to.

[00:38:44] Betty Collins
Look at that. Right? And here she is, 70 and the crowds in her hands. She’s got the president, the person who wrote the song in the audience and it’s hers to take.

[00:38:52] Kathy Eshelman
Of that, you know so much.

[00:38:53] Betty Collins
She was at the beginning of the piano. She comes out in the middle stage, throws that fur off. You know, I love that thing. And she inspires me to go, no, whatever season because you’ve had all kinds of great seasons and challenges. I just look at this last, you know, kind of my last season as an employed person maybe, right? Which is a good five years out at least. But I’ll always want to be in the game. We’ll end with, is there anything you want to put out there or dangle a carrot? This is maybe something I would just love to take on as a challenge. I just need some courage to do it. Oh, that’s. Or is that another whole podcast? That’s probably another whole podcast.

[00:39:29] Kathy Eshelman
Well, I mean, you know.

[00:39:31] Betty Collins
I mean, what comes to top of mind like that? And then I’ll share mine if you share yours.

[00:39:35] Kathy Eshelman
Okay. I you know, I just I mean, I think for me, like, the patriotic jewelry business has always been kind of a side hustle. Yeah. I mean, we’ve had some really big events, if you can imagine. We started in December of 99 and then 9/11 came along and nobody carried patriotic items into retail stores. So we our business blew up and then we’re back down, right? But I’ve always had other lives going on, so I just really need the courage and I don’t know why I struggle with it a little bit, but I do. Well, I haven’t already done this like I have that self-talk with me all the time. Why am I why am I just letting that idle there?

[00:40:13] Betty Collins
Part of it is, I think probably patriotism is a hot topic. I mean, it is you know.

[00:40:18] Kathy Eshelman
What we talked about that maybe that is part of it.

[00:40:20] Betty Collins
But, you know, I would say if it’s there, be courageous and go for me. I have a dream, not a dream, though. I think it’s more other people’s dream. But I there’s a part of me that can’t let go of it. That’s to write a book I’d love to call it. I just know I’m 60. I just know. I don’t know if anyone would care about it, you know? But I have that. But. And then that’s the woman in me going, No one’s going to read what you have to say. Oh, my goodness. You know, and. Right. And I think.

[00:40:49] Kathy Eshelman
It is kind.

[00:40:49] Betty Collins
Of but it is it’s a it’s a daunting I look at that as a very daunting task. But I’d also love to take the advantage of the time we’re in with technology and Zoom and people are so much more taking webinars and come up with curriculum about being an entrepreneur. Oh, 101 man. And then there’s 201 and then you’re going to go to 301 and you’re going to want a partner.

[00:41:13] Kathy Eshelman
Or a contributor. Let me know. I would love that.

[00:41:15] Betty Collins
I would just love to have something where that happens. Right. And and you can inspire any age person you can to get. So that’s my maybe I can then my next chapter but you have you have a great story great book. Thank you for coming in. You didn’t write a book, but you’ve given us so much today. Thank you. And how can people find Kathy? So you’re on LinkedIn. I am. And you are? You have patriotic jewelry.com, but we’ll put your information out there too for people.

[00:41:44] Kathy Eshelman
That’s fantastic. Thank you. I guess if there’s one last thing I could do, I’d like to move to California and somehow find my way in a movie with Kathy Bates. So this is going to go worldwide. I’ll just put that on there. Kathy, if you’re listening. Yes, I could be like your and your sister, anything. I just think she’s amazing and I think I could be an actress.

[00:42:03] Betty Collins
There you go.

[00:42:04] Kathy Eshelman
There you go. Maybe that’s my 70 seconds. Hey, you never know. Thanks for having me. Really.

[00:42:07] Betty Collins
Thanks for coming today, giving us your time today.

[00:42:09] Kathy Eshelman
We appreciate it. You are fabulous. All right.

Automated transcription by Sonix www.sonix.ai

Tagged With: Betty Collins, Inspiring Women, Kathy Eshelman

Introduction to Ecommerce Connector, with Garrett Massey, Polyglot Labs

July 14, 2023 by John Ray

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ECommerce Connector
Introduction to Ecommerce Connector, with Garrett Massey, Polyglot Labs
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Introduction to Ecommerce Connector, with Garrett Massey, Polyglot Labs (Ecommerce Connector, Episode 1)

Garrett Massey, CEO of Polyglot Labs, welcomed listeners to a new podcast series, Ecommerce Connector. The show features interviews with successful ecommerce company leaders, addressing their strategies, challenges, triumphs, and much more. 

Ecommerce Connector is underwritten by Polyglot Labs, Inc. and produced by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Polyglot Labs, Inc.

Garrett Massey, CEO of Polyglot Labs and Host of the “ECommerce Connector” podcast

Your business needs developers to help you wrangle and manage complex technology.

Polyglot Labs prides themselves on being developers who integrate seamlessly into your team and get problems solved without causing more issues. Here are the solutions they can provide to you.

You want a website that makes your company look good and drives business. Lucky for you, that’s exactly what they do—build awesome custom websites for businesses.

Some business problems need more than just a website—they require a custom digital solution. Polyglot can turn your products, services, and ideas into cool web and mobile apps that convert.

They created a robust WordPress integration that allows real estate agents, brokers, and property developers to get the most from their multiple listing service (MLS) data on their websites.

Every website or app needs to be hosted somewhere, while being updated and protected. There are plenty of hosting options available, but they specialize in the more complicated situations.

Connect with Polyglot Labs:

Website| LinkedIn | Facebook | Garrett Massey’s LinkedIn

Tagged With: ecommerce business, Ecommerce Connector, Garrett Massey, mobile apps, Polyglot Labs, website developers, Wordpress

Jonathan Strack and Eric Cooley, Strack, Inc., and Chris Smith, CB Smith & Associates

July 14, 2023 by John Ray

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Jonathan Strack and Eric Cooley, Strack, Inc., and Chris Smith, CB Smith & Associates (ProfitSense with Bill McDermott, Episode 47)

On this edition of ProfitSense with Bill McDermott, Jonathan Strack and Eric Cooley from Strack, Inc., and Chris Smith, CB Smith & Associates, joined host Bill McDermott for a discussion on building their respective businesses and adapting to the digital age. Jonathan and Eric talked about cultivating a company culture, getting outside their comfort zone to recruit talent and market their business, growing the skills of their people, and more. Chris discussed the ways his firm is leveraging technology and AI, how they support their clients through tax planning, new tax laws, and more.

Bill concluded the episode with comments on the one liquidity rule every business owner should know.

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

Jonathan Strack and Eric Cooley, Strack, Inc. 

Eric Cooley and Jonathan Strack, Strack, Inc.

Founded in 1948, Strack, Inc. is a heavy civil contractor focused on delivering value-driven project solutions, advanced industry training, and workforce development in the Southeast. Strack provides grading & excavation, pipeline construction, trenchless boring, design build, railroad construction and drilling and blasting services.

With a focus on the residential, municipal, industrial, and commercial markets, Strack is committed to delivering quality infrastructure built by an equipped and empowered team of nearly 600 employees. At Strack, they foster a relationship-driven culture and are driven by living out their core values of Better Every Day, Mindful in Everything, Humble Hearts Open Hands, and Everyone Matters in everything they do.

Jonathan Strack is CEO and President of Strack, Inc. He is a  3rd generation Strack, who has led the way for growth and provided vision for the future of Strack Inc., unlike anyone else. Under his leadership, Strack has more than quintupled in revenue all while expanding into new market segments and construction disciplines. Jonathan was awarded Construction Equipment’s ‘Under 40 in Construction Equipment Award’ for 2020.

Eric Cooley joined Strack as Chief Financial Officer in June 2019. Eric has more than two decades of experience serving in construction financial management roles. Over his career, Eric has had the privilege of building and developing many successful teams in the areas of finance, accounting, HR, IT, project management, training, and recruiting.

He holds a BS in Business Administration from Longwood University and an MBA from Campbell University. He is also a Certified Construction Industry Financial Professional (CCIFP) and IMA Certified Management Accountant (CMA). During his career, Eric has gained a mix of public, private, and private equity experience with company revenues from $100 million to $4 billion. Eric enjoys working collaboratively across the organization to strategically solve business problems, create structure, and develop systems.

Website | Facebook| Instagram

CB Smith & Associates

CB Smith & Associates is a Georgia-based business advisory and CPA firm that delivers big-firm expertise and acumen with small-town thoughtfulness and warmth. We help bring to light the stories that numbers tell — about the health of your business, the soundness of your financial or tax plan, and the options that can lead you to a path of success. We believe that awareness makes opportunity visible.

Website | Facebook | LinkedIn

Chris Smith, President, CB Smith & Associates

Chris Smith, President, CB Smith & Associates

With over 30 years of financial experience, Chris Smith is passionate about his work. Since founding the accounting firm in 2003, he has led the firm’s growth from one to three office locations in Georgia to include 35 employees with a solid team of certified public accountants and other tax professionals.

CB Smith & Associates is a business advisory and full-service accounting firm that works in tandem with its sister company, Reliance Payroll LLC, a full-service payroll and human resources outsourcing firm.

Prior to starting his own firm, Chris was a corporate controller. He earned a degree in accounting from Georgia State University’s J. Mack Robinson College of Business, is active in local community groups such as the Rotary Club and numerous CPA groups.

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About ProfitSense and Your Host, Bill McDermott

Bill McDermott
Bill McDermott

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

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

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

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

TRANSCRIPT

Intro: [00:00:03] Broadcasting from the Business RadioX Studio in Alpharetta, it’s Time for ProfitSense with Bill McDermott.

Bill McDermott: [00:00:16] Good morning. Welcome to ProfitSense. This podcast dives into the stories behind some of Atlanta’s successful businesses, and business owners, and the professionals that advise them. We help local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession, as well as discuss current issues that business owners are facing today across a wide variety of industries.

Bill McDermott: [00:00:43] I’m your host, Bill McDermott. And this show is presented by The Profitability Coach. When business owners want to increase their profitability, they often don’t have the expertise to know where to start or what to do. I leverage my knowledge and relationships from 32 years in banking to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill McDermott: [00:01:07] We have three great guests on the show today and I just want to welcome each one of them. Jonathan Strack with Strack, Inc. Jonathan, welcome to ProfitSense.

Jonathan Strack: [00:01:17] Thank you very much.

Bill McDermott: [00:01:18] And Eric Cooley also with Strack. Eric, welcome to ProfitSense today.

Eric Cooley: [00:01:23] Thank you, Bill.

Bill McDermott: [00:01:24] And then, Chris Smith. Chris, welcome to ProfitSense. So glad you’re here.

Chris Smith: [00:01:28] Yeah. Thank you, Bill. Thanks for having me.

Bill McDermott: [00:01:30] So, Jonathan and Eric, I’m going to start with you. You know, we all know there’s a war for talent out there in the industry, especially in the construction industry. But I think across the board, it’s really hard to find great people. But you and your management team have done a fabulous job of building the business over a period of time. So, you know, I don’t want you to reveal any trade secrets here, but you’ve been in business for 75 years, how do you use that to attract top talent to the company? Jonathan?

Jonathan Strack: [00:02:08] Yeah. Just being in business for 75 years, you’ve got great relationships, you’ve got stability. We’ve got a really good long running reputation for quality, treating people well, doing a good job, and being fair. So, from that regard, it helps us sell ourselves.

Jonathan Strack: [00:02:27] But, you know, trying to find talent, you’re competing against everybody in a really saturated market. So, we really had to rethink how we went about attracting and retaining folks. We had to get used to being on social media and hire some additional staff we’ve never had before. So, that’s just part of an evolution of 75 years of business and changing times.

Bill McDermott: [00:02:53] Sure. And, Eric, I know there was a time, I want to say, maybe five or six years ago when you joined Strack, and I’m sure with your background and experience, you could probably go just about anywhere. What attracted you to Strack to become CFO there?

Eric Cooley: [00:03:10] For me, it was the longevity of the company, the reputation, and the marketplace. It’s the family feel. It really has a strong family culture. Again, we’ve doubled in size over the last three years. We’re nearly 600 employees at this point. But it’s just this feeling that you’re not just a number there. You mean something to the team no matter where you sit in the organization. So, just that culture, it’s hard to find that. I have a background in the corporate side. I’ve done some private equity. And so, just having this feeling of like a belonging there was important to me.

Bill McDermott: [00:03:44] Yeah. Yeah. I could understand why. And so, I know certainly there is a huge benefit of working for a privately held company. Core values typically come into play there. And so, I know, Jonathan, many employers do focus on their core values to be sure they find and retain the right people. So, how does Strack use that in their hiring process?

Jonathan Strack: [00:04:19] Well, we had to really sit down and define who we were as we grew. We had a set of well-known core values that were known by everybody that had been in the business, because that flowed from the family, we had long running employees. We were not typically a fast growing company, so it learned through osmosis or tribally, and it got handed down effectively well.

Jonathan Strack: [00:04:47] One of the things we figured out as we started to grow is how do you replicate you into all these folks that you’re bringing on board and make sure you’re still a special place to be. So, we sat down to find our core values so we’re better every day, mindful in everything, humble hearts, open hands, and everyone matters. Those are our core values. And trying to really teach the team right now to make every decision around that framework of those core values.

Jonathan Strack: [00:05:22] So, you know, it kind of went hand-in-hand with attraction or attracting and retaining talent and recruitment. And what we came up with was we decided we wanted to do our own management training, our own leadership training. We came up with our own leadership training program. We call it Frontline Leadership Training. It’s six days of training with cohorts of 20 to 30 people. And we’re going to put everybody in the business from pretty much a lead man up through a CEO. We’re all going to go through the training together.

Jonathan Strack: [00:06:03] And what it’s about is really two halves of the coin. It’s teaching what’s our standard professionally. We take a job from acquisition, we schedule it, we track it, we close it out. So, everybody in the business gets some appreciation for every other position in the company.

Jonathan Strack: [00:06:23] Like, our first one we did, we did a bid wedding. So, we had guys that they may run a Finnish crew, they may run a skid steer and a dozer and a couple of guys, and they’re having to bid on a job all of a sudden. So, they get a lot of appreciation for what the guys in the office have to do and disseminate a whole lot in a hurry.

Jonathan Strack: [00:06:45] But the other half of the coin is the personal side, the soft skill side. We want to relate to some household budget. You know, if your household finances at home are in disarray, how do we expect you to take care of our dollars? We want to do some career coaching, some goal setting, teach folks about how to properly communicate on the job, written, spoken, how to do an interview. Definitely, we’ve got a culture that is not typical. And we want to make sure that gets reflected by all our leadership. So, it’s really six days of teaching who we are and what’s our standard from professional standard attitude and ethics.

Bill McDermott: [00:07:33] Eric, from your perspective, similar question, how do you find that you, as CFO, are embodying those core values that Jonathan mentioned in your hiring process?

Eric Cooley: [00:07:48] Yeah. I mean, a lot of this obviously, as Jonathan said, we use that as a filter as we’re looking to hire folks. I think there’s always some of the professional stuff you can teach, but finding the right person with that character that shares those values with you is really important. And so, you know, if I evaluate talent on my team, that’s something we look at and try to coach around. And I try to embody those things to the best of my ability on an every day. And it’s just about being intentional about it and trying to recognize it.

Eric Cooley: [00:08:17] One thing I do talk to my team about is that we’re not an accounting company that also does construction. We’re really here to serve the construction business. So, we’re a construction company. We happen to be a piece of the wheel. And I think just recognizing where you fit in the organization is important. You know, looking at mindful and everything, that’s talking about, not just worrying about what’s going on in accounting, but think about these folks have other responsibilities they have to look at and serve, and so just working through that.

Bill McDermott: [00:08:46] And I think I’ve found, Eric, once you start sharing those core values in the interviewing process, a lot of times you find people that just don’t feel a fit and they’ll self-select out as well. Has that been your experience as well?

Eric Cooley: [00:09:01] That has been some, historically, yes. So, I think it’s important if you kind of talk about, “Hey. These are the things we’re doing,” then you get someone else talking about, “Hey. I really want to advance quickly or I really want money,” then it pretty much doesn’t line up. We’re not just about making money at Strack. It’s about the culture, about the fit.

Bill McDermott: [00:09:19] Sure. Sure. Excellent points. Jonathan, as you have built the organization, are there any particular hiring methods that seem to work well at Strack, Inc.?

Jonathan Strack: [00:09:33] Well, as we started growing six or seven years ago, pretty heavily, one of the things I had to get used to was social media. Typically, in our industry, my view was stay off social media because you don’t want to attract any needless attention to what you’re doing. It’s already a risky business. But, really, anything that’s on a social media platform, that’s your best attraction and retention tool. And that really legitimizes what you’re doing now.

Jonathan Strack: [00:10:05] We’ve gotten business based off our social media presence, you know, especially when we started grading. We’d been primarily a pipe contractor most of my life. And as we started doing earthwork, that was a definite change in perception for the industry.

Jonathan Strack: [00:10:22] And as we were trying to win some work, I’d have conversations with really large clients that said, “Hey, we see what you’re doing on social media. You look like you know what you’re doing. We trust you. You’ve been in business 70 something years and we’ve worked with you before in other places. So, hey, come on, we’re willing to give you a shot.” And that really perked me up and surprised me. So, I’ve become a lot more open to exposing ourselves to what we do.

Jonathan Strack: [00:10:51] And I mean, the other piece is you’ve got to be willing to accept some failure and learn from it. We’ve definitely had some of that along the way.

Bill McDermott: [00:11:00] Growing up in an era where there were no mobile phones, no internet, let alone no social media, like you, I have my own stories about social media. And thank goodness I’ve got one or two people that are in their 30s and can guide me in those processes. But like you, I struggled with Instagram and all the things that have to do with social media.

Jonathan Strack: [00:11:34] Yeah. And I think, you know, for construction, just changing our perception of who we are and what we are is a big deal. I mean, we’re not well-thought of by the public. I mean, when you think of construction, a lot of people think about the home remodeling guy that ran off with the work half done with all their money. And that’s not us.

Jonathan Strack: [00:11:55] And trying to really expose ourselves to high school students, college students, even middle and elementary school students and explain, “Hey. You know, we’ve got marketing folks, we’ve got accounting folks, we’ve got surveying folks. Any other legitimate business that has all these positions, we have them, too.”

Jonathan Strack: [00:12:17] I mean, I had a young man, he runs our lube truck and he’s 22 or 23, and he just was not feeling it. He says, “Look, you know, I don’t know where my path is.” But he has this passion for photography. I said, “Well, we spend a lot of money every year paying for a photographer to come out and document our stuff, make social media content for us, you obviously know what you’re doing. What do you want? Make me a wish list. I’ll buy the equipment and let’s work you into a full time position. I already paid for it anyway. You’re here. You love it. You know us. You represent us well. You and your brother work for us. Come on, let’s do it.”

Bill McDermott: [00:13:02] Wow. Wow. That’s a great story. I do know construction has a reputation. I can so relate because I come from a banking background, and bankers are challenged. There are some great bankers out there, but also banking in general is just kind of a hard process to go through.

Bill McDermott: [00:13:28] Eric, it’s one thing to attract top talent, but how, in your view, does Strack retain that talent in the company?

Eric Cooley: [00:13:37] Yeah. So, retention has been tough just in this market, particularly in the field. I think a lot of construction has high turnover and we’re not that different as it comes to that. And that’s one thing we really focused on, as we’ve tried to grow, we’ve also had to replace. But I think the key things we look at is, you know, we start training from day one.

Eric Cooley: [00:13:58] So, a lot of folks from an orientation perspective, they may come in, have you just sign some papers. We’re running a four day orientation program right now. You come in. You learn the standard operating procedures for the company. You get safety training. You have an opportunity to go through. We’ve got equipment simulators to get familiarization with the equipment. And so, you know, really making that investment starting in day one.

Eric Cooley: [00:14:21] And I think living out our core values, that’s something that’s key to trying to retain them. If we’ve sold them on something, it’s important that we live that out and they’re able to see that demonstrated to hold on to them.

Eric Cooley: [00:14:33] I think Jonathan touched a little bit on the training. So, we’ve got this frontline leadership training program we’ve built. We’re also building an Operator Training Program, where we’ve promoted four guys from inside the business and they’re going to go out and help on the job sites to help train and really bring up the level of experience and understanding to some of the newer employees. Because part of this, you know, attracting new talent means we might be looking at folks from other industries. And so, part of that’s just trying to help increase the knowledge base out there.

Eric Cooley: [00:15:06] And then, you know, some other things we’ve done is we’ve got Marketplace Chaplains. So, we have a chaplain service to really demonstrate the care. And at this point, Jonathan’s not able to talk to every employer. Historically, he could take calls consistently. But at this point, it’s making sure that that message is out there, we care and how can we help you there.

Bill McDermott: [00:15:25] We had that at a bank that I worked at, too, and that made a world of difference because there was a point in time when I had lost my father and was going through a grieving process. And so, that is wonderful.

Eric Cooley: [00:15:37] And I think something else that is kind of unique here is we have a charitable gift matching. So, any employee, any charitable gift giving they make, the company will match that. And there is a limit set for just normal charities. As it comes to tithing, it’s unlimited. So, just really pushing further on the values and demonstrating from our actions that we’re going to live those out.

Bill McDermott: [00:15:58] Yeah, that’s awesome. We’re talking today with Jonathan Strack and Eric Cooley with Strack Inc. Founded in 1948, Strack Inc. is a heavy civil contractor focused on delivering value driven project solutions, advanced industry training and workforce development in the southeast. They provide grading and excavation, pipeline construction, trenchless boring, and many other things. They’re committed to delivering quality infrastructure built by and equipped and empowered team of nearly 600 employees.

Bill McDermott: [00:16:31] And, Jonathan, what a great legacy that you’re continuing to leave and will do into future generations. But I’m curious, how, in your view, have your hiring and retention processes evolved through the years?

Jonathan Strack: [00:16:49] Well, most of your hiring in years past was either referral, and you still have a fair bit of that. But it used to be you’d have guys walk in your front door, want to fill out an application. It was a very organic process. You might put an ad out in the local newspaper or in the Atlanta Journal Constitution.

Jonathan Strack: [00:17:10] But, now, you get very few people that way. And if they’re coming in the front door, those are probably not the guys you want to hire, honestly, in today’s environment. I’m not saying that doesn’t ever happen, but by and large like I talked about earlier, you’ve got social media platforms, you do paid ads. We actually have a human resources software now that helps us post some of our jobs. We’ve gotten a lot of traction that way. We have a full time recruiter on staff, full time that calls and vets folks before we really ever get into an interview.

Jonathan Strack: [00:17:53] And the team itself, they pretty well supply the needs to the recruiter. And between HR and recruitment, they disseminate the needs back out to the guys as they do interviews. We’ve got paid billboard advertisements right now. I mean, we’re trying things we’ve never tried before just to get some attention to us. I mean, we’ve got three or four billboards at the I-85 Corridor right now.

Eric Cooley: [00:18:22] We do. Yes.

Jonathan Strack: [00:18:22] I’ve never, never thought I would do that. I never liked talking about us. You know, we’re pretty humble as a whole. And that always used to appear arrogant to me. But now, it’s out of necessity. I’ve got to try whatever I can, regardless of what I may or may not be comfortable with, because we don’t know what works right now. We’re having to learn.

Bill McDermott: [00:18:46] So, Eric, I think if you say it, sometimes it can be taken as bragging. But I’m sure if your employees are saying it, that’s testimony. And so, I’m wondering from your perspective, how do you maybe engage your workforce in looking for people just like them to send your way as well?

Eric Cooley: [00:19:13] Right. Yeah. A lot of that is giving our employee that experience so they do want to do the referrals. And then, we do have an Employee Referral Program to where the employees are rewarded for bringing new employees onboard.

Eric Cooley: [00:19:26] We’re working on an internal communications app. It’ll actually be an application on your phone. And I think given that connectivity, you know, the consistent message all the way throughout the organization will help the employees that may not get to see everything or be aware of everything to really make them more aware of what’s going on in the company, and then want to invite their friends or other other folks to join them. So, I think that communication is big. And, really, the encouragement to bring folks, more like yourself, to come to the company is how I see that.

Bill McDermott: [00:19:55] Sure. Sure. Absolutely. So, just in case we have any potential great employees who might be out there, let’s use the ProfitSense Podcast too. Jonathan, Eric, what’s the best way if there’s someone interested in coming to work for a great company like Strack, Inc., how should they get in touch with you?

Jonathan Strack: [00:20:14] I’ll take it. Yeah. I mean, the best way, you can get on the website and put an app in. You can always message us on any social media platform. That’s monitored full time by folks we have on staff. So, really, any public facing portal we have, whether it’s LinkedIn, Facebook, website, shoot us a message, put in an application, and we’ll call you back pretty promptly.

Bill McDermott: [00:20:42] And, Eric, what’s the website address for the company?

Eric Cooley: [00:20:45] It’s www.strackinc.com.

Bill McDermott: [00:20:49] Great. Jonathan and Eric, thanks so much for coming on ProfitSense today and sharing your experience and your expertise. And congratulations on building a company with an employee base of 600 people. That’s quite an accomplishment. Congratulations.

Eric Cooley: [00:21:05] Thank you for inviting us.

Jonathan Strack: [00:21:06] Thank you.

Bill McDermott: [00:21:09] And so, Chris Smith, Chris is with CB Smith & Associates. Chris, so glad to have you. For our listeners, tell us a little bit about CB Smith & Associates. You’ve got a headquarters in Alpharetta, but also Macon and the Lake Oconee area. As an accounting and business advisory firm, what do you do for businesses and individuals?

Jonathan Strack: [00:21:34] Yes. Thanks, Bill.

Chris Smith: [00:21:36] So, CB Smith is celebrating their 20th year being in business. I started CB Smith in the Cumming area back in 2003. And we’ve slowly grown over the years. Today, we’re a full service firm. I have a partner at the firm, his name is Tim Whittemore. And as you mentioned, we have offices in Macon and here in Alpharetta, and we have a satellite office in the Lake Oconee area. Today, we’re a full service firm. We do audit work. We do reviews. We do tax planning, business advisory services, and, of course, tax compliance work for our clients.

Chris Smith: [00:22:19] But one of the areas that we’ve really focused in – gosh – since 2007 timeframe is moving accounting into a paperless environment. And once accounting gets into a paperless environment, it’s all X’s and O’s. And then, you can do things like process automation, really automate processes, and improve collaboration amongst team members. And, hopefully, help to make a business more scalable.

Chris Smith: [00:22:51] From a philosophical standpoint, I’m a big believer in the things that got you out of Egypt are not the same things that will get you to the Promised Land.

Bill McDermott: [00:23:00] Well said.

Chris Smith: [00:23:03] We love working with businesses that are at that stage. They’ve hit a ceiling of complexity and they’re trying to figure out what are those things that will get us to the Promised Land. And so, we help them by implementing and retooling the accounting function. We’re a big believer that the accounting function shouldn’t be an anchor on the business. It should be a driver of growth. And so, we try to work with our clients from that standpoint.

Chris Smith: [00:23:29] So, we’ve got some young folks at the firm that are taking advantage of these no code, low code solutions that are out there, power apps, mostly for the Microsoft platform that takes those X’s and O’s or those ones and zeros, and, really, starts to build a better process for our clients and their business processes, improves internal controls in the business. And, hopefully, that leads to growth and that’s where we come in and help them from a tax planning standpoint.

Bill McDermott: [00:24:09] Now, you’re preaching to the choir here when you start talking about processes. One of the things that I found in working with my clients is rarely do I see processes in writing. And if they’re in writing, are they being followed? And so, when you started talking about business process automation, that’s like documented processes on steroids. But tell us a little bit more about that, because I think you’ve really carved a niche in the marketplace with business process automation, haven’t you?

Eric Cooley: [00:24:41] Yeah. Yes. Certainly, we really love working with our clients from that standpoint and putting everything on its side. You know, the documents as an example, having an SOP document and all the binders and everything to that effect, we integrate it into the process. That documentation is the process. So, if someone gets to a form and how do I fill this out or what am I doing with this, you can have a Help Menu item that just shows up. And it is, “Here’s our policy. This is how this works.” So, we integrate it into the tools that are in place.

Chris Smith: [00:25:18] You know, historically speaking, you have your software and then you have your policy document. And so, now the software and the policy document become one. And with the low code and no code development that can be done just by accountants, you’re able to now integrate those things together. And it’s flexible. It’s agile. As the business changes, the environment for the business changes. You can change your policies and integrate it right into the app right at the same time.

Chris Smith: [00:25:49] It also eliminates so much human error that may be in place, especially if you do have a document. A lot of times they come in electronically as it is. But even if they’re scanned in, you can OCR. Artificial intelligence sometimes can be scary for folks but it’s here and leverage it.

Chris Smith: [00:26:07] And so, if you have an AI that can sit there and read a document and know it’s an invoice from a particular vendor, and knows where to go look on that invoice for the amount, when it’s due, so on and so forth, use the AI. And then, your people, instead of becoming data entry clerks, they’re reviewing what the AI does, make sure it’s good.

Chris Smith: [00:26:26] And once that’s in there and, again, ones and zeros, you don’t have any room for human error later on down the road. The integrity of your data really improves. And there’s a lot of benefits in terms of efficiency so the business can focus in on what it does and reduce its administrative costs accordingly.

Bill McDermott: [00:26:48] Yeah. I can really see the benefit of not only improving efficiency, but also improving effectiveness. I can’t talk to a CPA without talking about taxes. Taxes come up. And so, I’m going to insert a little personal bias here. So, businesses that have a tax strategy that minimizes taxable income make them very difficult to bank lending customers, coming from a banking background. So, that’s my bias there I have to get over.

Bill McDermott: [00:27:26] But I do know tax planning is a big part of your business. What do you see as tax planning? How do you do it? And then, why is it important for small businesses to do tax planning?

Chris Smith: [00:27:41] Our first philosophy is, first off, we’re going to be your advocate for our clients. Tax planning is important, but tax planning isn’t the end all, be all. Improving your wealth is the end all, be all. And so, we’re not going to implement or suggest a tax solution that isn’t necessarily in line with improving our client’s overall financial well-being. And so, that’s always secondary to financial well-being. But it’s a very important piece.

Chris Smith: [00:28:15] We’re in a segment. We’re not a large national firm, so we don’t have a lot of clients that are publicly traded or anything like that. Our clients don’t have investors to impress. They’ve got to impress the bank every once in a while. You know, so our focus is going to be on tax planning. It’s a heavy part of our relationships with our clients. And, you know, that is the business we’re in, by the way, is the relationship business. We may be accountants, but that’s what it is.

Chris Smith: [00:28:43] And so, we’re going to work with our clients to ensure their financial well-being is in place. And they’re doing it as a tax efficient manner as possible. And if they need a source of funding because of some sort of, you know, new business plan, new venture that they’re going to move into, then we’ll work with our clients and we’ll work with the bankers. And make sure the bankers understand these are things that we’re doing from a tax perspective, so let’s make some adjustments accordingly so you can get a better picture of what the cash flow would be for the organization, so you can make better lending decisions from that standpoint.

Bill McDermott: [00:29:25] Yeah, it makes perfect sense. So, the baby boomer generation business owners are retiring in droves. They’ve been successful. They’re wanting to exit. So, talk a little bit about how CB Smith & Associates helps business owners with succession planning.

Chris Smith: [00:29:45] Yeah, certainly. There is a time frame. Each business sits at a different life cycle and all businesses are different. We’re dealing with clients that are startups, that are on that front end stage, cash is really tight, they’re in a high growth environment. We’re trying to help them with business process automation to leverage the tools that are out there.

Chris Smith: [00:30:07] And then, we have clients that maybe are at that little more mature stage, but they’re ready to go another 10, 15 years. And so, that’s where tax planning comes into play. That’s where we’re thinking about, “Okay. How can we minimize your tax as much as possible?” So, that’s available cash to reinvest in the business or harvest from the business.

Chris Smith: [00:30:29] And then, we have clients that are very mature, you know, multi-generational businesses and they’re dealing with other issues where they’ve just got more pieces of the pie that they have to spread out, and so how do they manage growth from that standpoint.

Chris Smith: [00:30:46] But then, we have folks that they’re not ready to pass it on to the next generation. They’re looking for some sort of a succession plan. And the key to them is planning ahead of schedule. It’s a five year look. That’s where we change our strategy. We’re not necessarily interested in maximizing the tax benefits that they may be receiving, but we’re interested in making sure that business looks like a nice rose on the bush and it’s ready to be plucked off.

Chris Smith: [00:31:16] So, we’re going to help our clients from that standpoint. We’re going to make sure that maybe we don’t take those deductions as benefits that you have been taking in the past. Let’s see what we can do to improve the cash flow from the business to the owners. We often refer to it as EBITDA.

Chris Smith: [00:31:35] And sometimes it’s different. It depends on the business. It could be a heavy asset business, got a lot of assets to it, or it could be a business that doesn’t have much of a balance sheet at all and it’s more of a service business. So, we’re going to look at those aspects and make sure that that business is in a good position so they can maximize value out of it.

Chris Smith: [00:31:53] What are they doing from a management standpoint? Bill, you know this really well. What are they doing from a management standpoint so the business is not defined by the owner. It’s defined by the team. And so, that really enhances value of that business from that standpoint. And that’s a philosophy you should have even if you’re not looking to sell the business. Make the business work for you. You not work for the business. But we’re going to work with them and make sure that they have the right mindset in terms of what they’re doing.

Chris Smith: [00:32:27] And then, we’ll have conversations with them, they are going to cash it. How do you handle that? What’s the estate going to look like? What are we looking at in terms of the value of the estate and how is that going to go? How are those assets going to get passed on? How is it going to get taxed when you die? Having some conversations on that.

Chris Smith: [00:32:49] Also, having conversations of do you want to sell it to a competitor or do you want to sell it to your employees. We’re working with a company right now. It’s a civil engineering firm. And we’re working with them to potentially have a tax free sale through an ESOP. And so, we’re going to have those conversations with the clients, here are the benefits, this is how much of a squeeze you need to make to get the juice out of the fruit, per se. This is what’s going to be involved administratively to be able to get those benefits.

Chris Smith: [00:33:22] We had another client that was in the chemical business that they’re getting ready to be bought out by a competitor right now. And there was a big discussion as to whether it was going to be a stock sale or an asset sale. And an asset sale was going to cost them about an additional $800,000 in tax. And so, that’s an important conversation to have with your client in saying, “Hey, we need to have an understanding of this.” And that may be a renegotiation that you have with the buyer that says, not only do we have $800,000 in tax associated with an asset sale, but we also have capital gains on that $800,000. So, we probably need to have close to $1 million of additional compensation from the sale of the business. And, fortunately, it was a nice business, so the buyer agreed to that.

Bill McDermott: [00:34:12] Yeah. That’s great. We’re talking today with Chris Smith, who’s president of CB Smith & Associates. Chris has over 30 years of financial experience, passionate about his work since founding the accounting firm in 2003. He’s led the firm’s growth from one to three offices in Georgia to include 35 employees with a solid team. CB Smith & Associates is a business advisory and full service accounting firm that works in tandem with its sister company, Reliance Payroll, which is a full service payroll and human resources outsourcing firm.

Bill McDermott: [00:34:48] Chris, last question. Today, what are some tax law changes in Georgia that individuals or businesses need to know this year?

Chris Smith: [00:35:00] Certainly. Thanks for asking that question. There have been some recent tax law changes here in Georgia. And, you know, we just had a little internal, we have a First Friday Program with all of our staff. The first Friday of every month, everyone gets together and we talk about recent changes.

Chris Smith: [00:35:19] So, we, literally, just last Friday had a conversation about some tax law changes here in Georgia. So, it’s kind of still somewhat fresh in my head. The big piece that we have – there’s a couple pieces – one is, last year, Georgia passed what was called a Pass-Through Entity Election Law that allowed for S-corporations, in particular, and some partnerships to elect to be treated as a C-corporation for Georgia tax purposes.

Chris Smith: [00:35:51] And the benefit to that has to do with the S-corporation and partnership owners’ personal tax returns, because state taxes, when you itemize your deductions on the federal return, state taxes are limited to $10,000. And so, if you have a business of any worthiness that you can quickly exceed that, especially if you own a house and you’ve got property taxes of $5,000, $6,000, before you know it, you’ve hit that $10,000 threshold.

Chris Smith: [00:36:20] So, what this election does is it allows the Georgia income to be taxed at the entity level and it becomes a deduction for trade and business purposes purposes. And it eliminates it from your itemized deductions. And, of course, the income on your personal Georgia return that was taxed at the entity level is excluded from your income on your personal return. So, there’s a lot of benefits to that.

Chris Smith: [00:36:46] One problem we had with this is that it was limited. The partnerships that could participate in that was limited. You had to have certain qualifications in order to be able to do that. And so, Georgia has amended that law, I think it’s House Bill 415 that did that. So, they have amended House Bill 415 to allow all partnerships to participate in that election beginning in 2023, the 2023 tax year. So, that’s a big benefit for some of those businesses that were out there that there was a partnership arrangement they couldn’t do it. We had a couple of clients that just couldn’t do it from that standpoint, just due to the nature of the partners or in their partnership.

Chris Smith: [00:37:29] The other change that was been made and, of course, this is good news if you are one that likes paying less tax to the state of Georgia. House Bill 454 was just passed. And with that, the individual rate is going down. In prior years, the Georgia tax rate for both corporations and individuals was 5.75 percent. And Georgia’s individual rate is going to go down to 5.49 percent in 2024. And then, every year after that, it will go down another 10th of a point and it will rest in 2029 at 4.99 percent. So, that’s a good benefit for a lot of individuals.

Chris Smith: [00:38:16] The other things that changed for individuals is the Georgia Standard Deduction for filing married, filing jointly individuals has gone to $24,000. And the standard deduction for all others filing single, married, single head of household has moved over to $12,000. So, those are some of the changes that, just in the last legislative session, have been passed. And so, we’re going to see some benefits from that going forward.

Bill McDermott: [00:38:47] Yeah. Wow. Tax rates actually going down a little bit. What a concept. Chris, if someone has accounting questions or needs to get in touch with you for some accounting advice, what’s the best way for them to get in touch with you?

Chris Smith: [00:39:01] Yeah. So, website is a great place to go to. You can be a very small business just getting started, you’re trying to conserve every dollar you can, go to our website, sign up for a newsletter. We send out articles. We do blog posts monthly on various topics. A lot of great articles on our website about starting a business.

Chris Smith: [00:39:26] If you’re at a different stage in your business and tax is becoming a problem, business is growing, you know, feel free to reach out to us. There’s a couple links on the website to inquire with us and one of our senior level tax managers will call you up and have a conversation about how we can help you and how we can build a relationship with you from that standpoint.

Bill McDermott: [00:39:50] That’s great. And that web address is?

Chris Smith: [00:39:52] Yes. It’s CB Smith and Associates, so it is www.cbsmithcpa.com. That’s our website. And, of course, as your previous guests here had mentioned, we are also looking for talent in the area. And we work with a lot of the universities and schools, but we’re also looking for senior level talent as well that would help fuel our growth.

Chris Smith: [00:40:19] We’re a big believer that the players bring the fans. And so, the quality of our employees bringing clients and help us with growth. And so, we encourage anyone that may be interested in joining the team to go out to our website as well. You can go to About Us, and there’s a link there for joining the team, and we’d love to have an opportunity to speak with you.

Bill McDermott: [00:40:38] That’s great. Chris, thanks so much for coming on ProfitSense today.

Chris Smith: [00:40:42] Thank you.

Bill McDermott: [00:40:45] I want to take a minute to talk a little bit about liquidity. You’ve heard the idea that cash is king, and there is one liquidity rule that I think every business owner should know. Every business owner understands that cash is critical to running a business. But knowing how much cash is needed leaves many business owners confused and frustrated.

Bill McDermott: [00:41:08] I worked with a professional services firm that has a practice with three locations. Their revenue came from professional services that were reimbursed by insurance – insurance companies, as we all know, are notoriously slow in this practice – found themselves with at least half of their receivables over 90 days. No one was accountable for collections and they were forced to borrow from very expensive lending sources just to fund payroll.

Bill McDermott: [00:41:34] Quickly, we put the internal accountant in charge of collections. She blocked time on her calendar daily to make collection calls. In the next six weeks, the amount of over 90 day receivables was reduced to about 10 percent of the total, that was $100,000 cash impact to that firm. And the firm’s cash balance doubled because of it. They no longer had to borrow and saved a significant amount of interest expense.

Bill McDermott: [00:41:59] Now, the firm who works in the manufacturing space was able to increase their cash balance simply by requiring a 50 percent deposit for their product upfront. That way, they weren’t fronting all of their costs.

Bill McDermott: [00:42:14] No matter how you achieve it, my recommendation is that 15 to 20 days sales is a good number. Take your annual sales, divide it by 360, then divide that number into your cash balance. So, if you have $5 million in revenue, that’s about $14,000 a day to have 15 days sales and cash, your cash balance would need to average about $210,000. If you’re struggling with liquidity, work with your finance person to find out how to improve your cash balance and take action.

Bill McDermott: [00:42:49] If you want to keep up with the latest in pro business news, follow us on LinkedIn and Instagram at The Profitability Coach. If you want to listen to past or future ProfitSense episodes, you can find us on profitsenseradio.com. This is ProfitSense with Bill McDermott signing off. Make it a great day.

 

Tagged With: Accounting, AI, Bill McDermott, CB Smith & Associates, Chris Smith, Eric Cooley, Jonathan Strack, ProfitSense with Bill McDermott, retaining talent, Social Media, Strack Inc., talent aquisition, tax law, The Profitability Coach

How To Be a Great Podcast Guest, with David Doerrier, Present Your Way To Success

July 14, 2023 by John Ray

Podcast Guest
North Fulton Studio
How To Be a Great Podcast Guest, with David Doerrier, Present Your Way To Success
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How To Be a Great Podcast Guest, with David Doerrier, Present Your Way To Success

John Ray [00:00:00] I want you to give some specific advice, people that are on a podcast and how to best showcase themselves as a guest on a podcast.

David Doerrier[00:00:12] Well, number one is what I feel, and it’s also the same that I also encourage people when they create a presentation. It’s not about me. It’s about what is it that I can bring to my audience?

What benefit do I, can I bring to my audience? What can my audience learn from my past mistakes or my, my career. It’s not about me. It’s about what I can do for others.

Listen to David’s full North Fulton Business Radio interview here. 


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

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

Tagged With: David Doerrier, North Fulton Business Radio, One Minute Interview, podcast guests, Present Your Way To Success, presenter skills, public speaking

Profitability and Viability, with Bill McDermott, Host of ProfitSense

July 14, 2023 by John Ray

Profitability and Viability
North Fulton Studio
Profitability and Viability, with Bill McDermott, Host of ProfitSense
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Profitability and Viability

Profitability and Viability, with Bill McDermott, Host of ProfitSense

In this commentary from a recent episode of ProfitSense, Bill McDermott highlights the relationship between profitability and viability and how these key performance indicators impact a business.

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.

About ProfitSense and Your Host, Bill McDermott

Bill McDermott
Bill McDermott

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

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

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

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

Tagged With: Bill McDermott, gross profit, key peformance indicators, KPI, Net Profit, profitability, ProfitSense with Bill McDermott, revenue, The Profitability Coach, viability

David Gracey, Network 1 Consulting

July 14, 2023 by John Ray

Network 1 Consulting
Family Business Radio
David Gracey, Network 1 Consulting
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Network 1 Consulting

David Gracey, Network 1 Consulting (Family Business Radio, Episode 46)

David Gracey, Founder and President of Network 1 Consulting, was Anthony Chen’s guest on this episode of Family Business Radio. David described his journey from founding his company to celebrating 25 years in business this year. He also shared his thoughts on cybersecurity and how it’s changed, how his firm has crafted its culture and people, the common issues they see from their clients, some crucial tips on IT security, why outsourcing is sensible, and much more.

Anthony concluded with a challenge to listeners to consider what retirement means to them, not others.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Network 1 Consulting

Network 1 designs, builds and supports the IT you need to run your business more securely, productively and successfully. For more than two decades, they have built Network 1 to be your partner and a home for IT that simply works.

Their clients know they can depend on Network 1 to provide the technology know-how they need to run their businesses efficiently and effectively. Since they never have to worry whether they have the best systems in place for their specific needs, they can focus on the tasks that bring the most value to their clients, employees and stakeholders.

Whether you want to outsource all of your IT needs to a reliable, responsive, service-oriented company, or need to supplement the work of your internal IT staff, Network 1 will carefully evaluate where you are now, discuss where you want to go and implement and support a plan to get you there with as little interruption as possible.

Their team of knowledgeable professionals will quickly become a valuable part of your business, taking care of your needs now and as they evolve. With particular expertise in the legal, medical, construction and financial sectors, they come to the table with a deep knowledge about your industry, security and networking needs so the solutions we recommend are scalable, on target and easy to execute.

No matter what challenges or obstacles arise, your Network 1 team will be with you—to provide knowledgeable, dependable service and support that you can count on, today and well into the future.

Company Website | LinkedIn | Facebook

David Gracey, Founder and President, Network 1 Consulting

David Gracey, Founder and President, Network 1 Consulting

There would be no Network 1 without the vision and commitment of David. Since its founding in 1998, David has grown Network 1 into a top-notch IT services company dedicated to delivering the best solutions for Atlanta’s small and mid-size businesses. His responsibilities include creating the vision and strategy for its growth and establishing the culture of Network 1.

David loves educating the business community on the benefits of implementing the best technology solutions for businesses and is a regular speaker for professional organizations, business associations and private companies. He has written articles for, or been quoted in, Atlanta Hospital News and Healthcare Report, International Legal Technology Association Communications Technologies Digital White Paper, Physicians Practice, American Bar Association GPSolo eReport, Georgia Medical Group Management Association, and The Wall Street Journal.

A Georgia Tech graduate with a degree in Industrial and Systems Engineering, David is originally from Clarksville, TN, but has called Atlanta home since 1985. He is a member of Vistage International, an active leader at Trinity Presbyterian Church and a member of the Capital City Club. When not at work, you’ll find him in a fitness class, peddling his bike, sweating out the toxins in a hot yoga class, spraying golf balls around the course, trying out new cocktail recipes, drinking the world’s best coffee, and spending time with friends, his three kids, and his lab(ish) rescue, Juniper.

 LinkedIn

Anthony Chen, Host of Family Business Radio

Anthony Chen, Lighthouse Financial, and 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 the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

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

Tagged With: Anthony Chen, David Gracey, Family Business, Family Business Radio, financial advice, IT managed services, it services, Lighthouse Financial Network, Network 1 Consulting, Technology Solutions

Introduction to the Good2Give Podcast, with DePriest Waddy, President and CEO, Community Foundation for Northeast Georgia

July 13, 2023 by John Ray

Good2Give
Good2Give Podcast
Introduction to the Good2Give Podcast, with DePriest Waddy, President and CEO, Community Foundation for Northeast Georgia
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 Good2Give

Introduction to the Good2Give Podcast, with DePriest Waddy, President and CEO, Community Foundation for Northeast Georgia

DePriest Waddy, President and CEO of the Community Foundation for Northeast Georgia, introduces the Good2Give Podcast, a show devoted to shining a spotlight on donors, non-profits, and the difference they are making in causes they care about. The podcast celebrates the transformative effects of charitable giving, features stories of how giving transforms lives, explores groundbreaking ideas, and much more.

The Good2Give Podcast is presented by the Community Foundation of Northeast Georgia and is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

DePriest Waddy, President and CEO, Community Foundation of Northeast Georgia

DePriest Waddy, President and CEO, Community Foundation of Northeast Georgia

DePriest has a long history of leadership in the nonprofit sector. He has served almost 30 years in leadership roles at various nonprofits and Fortune 500 companies, including the American Hospital Association, Big Brothers Big Sisters of Metro Atlanta, United Way of Greater Atlanta, Jefferson County Committee for Economic Opportunity, and, most recently, Families First.

Before joining the Community Foundation in June 2022, DePriest was CEO of Families First, a 131-year-old nonprofit serving at-risk children and families throughout Georgia, the United States, and abroad.

DePriest received his bachelor’s degree in marketing from The University of Alabama and his MBA from Kennesaw State University. He is a Leadership Gwinnett Class of 2015 alumnus, as well as a Leadership Birmingham Class of 2019 alumnus and Leadership Atlanta Class of 2022. He has been named to the Atlanta 500 in 2021 and 2022, Atlanta Magazine’s annual list of the area’s most powerful leaders. He was also awarded the Georgia Titan 100 in 2022. He and his wife, Carol, have one married daughter and two granddaughters.

DePriest’s dream for the Community Foundation: “Continuing to help meet the increasing needs resulting from complex family problems.”

LinkedIn

Community Foundation of Northeast Georgia

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving our world through the power of philanthropy.

On a fundamental level, they do that through managing funds held in trust, donated by individuals, organizations, and businesses. Most funds are donor-advised funds, similar to savings accounts. These funds are pooled for investment purposes and their income is used to make grants for a wide variety of charitable purposes.

But the Foundation’s goals expand far beyond managing funds. They desire to strengthen the communities they serve in Gwinnett, Northeast Georgia, and beyond by providing leadership, addressing community needs, and assisting individuals and organizations with their charitable giving.

Connect with CFNEG:
Website | Facebook | LinkedIn | Twitter | Instagram

Tagged With: charitable giving, community foundation for northeast Georgia, DePriest Waddy, donors, Good2Give Podcast, Nonprofit, nonprofits, philanthropy

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