Karen, Author at Business RadioX ® Page

Lisa Scarpinato with Kitchen on the Street and Dr Steve Chakmakian with UnitedHealthcare E18

May 2, 2019 by Karen

Phoenix Business Radio

Lisa Scarpinato with Kitchen on the Street and Dr Steve Chakmakian with UnitedHealthcare E18

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Lisa Scarpinato with Kitchen on the Street and Dr Steve Chakmakian with UnitedHealthcare E18

Kitchen on the Street is a locally founded nonprofit organization that comes alongside children in need at the intersection of nutrition and academic excellence. For more information please visit www.KitchenOnTheStreet.org

Lisa Scarpinato is the Chief Executive Office and co-founder of Kitchen on the Street. Her community involvement includes volunteer work at homeless shelters and food banks like Phoenix Rescue Mission, as well as churches and outreach programs locally and abroad.

Attending grade school and high school in the Valley, she feels a great sense of urgency to improve the lives of impoverished children in Arizona.

Lisa is a recipient of the POINTS OF LIGHT AWARD in recognition of her community service and involvement in co-founding Kitchen on the Street. In 2010 she received the Women Doing Good Award presented by Self Magazine and L’Oreal and appeared on the Today Show.

She is a member of the President’s Circle, an Advisory Committee of Paradise Valley Community College and is a Class 34 Graduate of the Valley Leadership Institute and most recently was awarded the Leader with Distinction Award from ONE.

Connect with Lisa on LinkedIn and follow Kitchen on the Street on Facebook, Twitter and Instagram.

Steve Chakmakian, D.O. joined UnitedHealthcare in January, 2011 as Chief Medical Officer for UHC Community Plan in Arizona. UHCCP currently serves approximately 450,000 Arizonans who qualify for Medicaid, or Medicare and Medicaid, as Dual Special Needs members. The individuals are served through four health plans, including plan types for individuals with developmental disabilities, long-term care services and supports, as well as persons with complex congenital and chronic conditions.

Dr. Chakmakian is a Family Practice Physician with over 14 years managed care experience in Arizona. He completed his residency training at St. Joseph’s Medical Center in Phoenix, AZ and practiced medicine in Phoenix prior to becoming a full-time Arizona Health Care Cost Containment System Managed Care Organization Medical Director.

Dr. Chakmakian attended Midwestern University, Chicago College of Osteopathic Medicine after graduating from the University of San Diego. Steve grew up in Tucson, AZ. He currently resides in Paradise Valley with his wife Kristin of 16 years, who is a practicing Pediatrician.

Follow UHC on LinkedIn, Twitter and Facebook.

About 3C Amplified

3C Amplified is a space to highlight businesses, nonprofit organizations and individuals collaborating to amplify their impact in the community. We share real world examples for how partnerships allow for growth both within our businesses and our communities. Listen in as we share how others are connecting, creating and collaborating and how you can be part of something greater.

About Jacqueline Destremps

Jacqueline Destremps is a creative marketing strategist and founded Another Hand Advantage, LLC in 2014 to help community minded small business owners and nonprofit professionals move forward more confidently with their marketing strategy. After graduating from Arizona State University with a degree in Psychology, she has spent her professional career working in both the nonprofit and for-profit sector.

She now enjoys being self-employed and the flexibility it provides to allow more time to volunteer, serve on nonprofit boards, choose pro-bono projects, run 100+ Women Who Care Valley of the Sun (which she co-founded in 2014) and travel the world. Jacqueline believes in creating connections between businesses and nonprofits in the community to stimulate growth and collaboration.

Follow AHA on Twitter and Facebook.

Lisa Hullinger with Campus Advisers Jessica Corral with Headfarmer and Special Guest Co-Host Stephanie Angelo

May 1, 2019 by Karen

Phoenix Business Radio

Lisa Hullinger with Campus Advisers Jessica Corral with Headfarmer and Special Guest Co-Host Stephanie Angelo

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Lisa Hullinger with Campus Advisers Jessica Corral with Headfarmer and Special Guest Co-Host Stephanie Angelo

Campus Advisers has been a leader in the field of college planning since 2001. We are proud to have helped more than 4,000 families recognize and afford the best college match, i.e. not borrowing your future!

We focus on “THE COLLEGE MONEY TALK?” because there are some conversations that are hard for families to have.

The reality is that every parent wishes they had more saved and started saving earlier. You don’t want to let your kids down. That is every parent’s worst fear. You are not alone!

Having a realistic money conversation as a family will keep hearts from being broken and ensure that your student graduates with manageable student debt, without robbing mom and dad’s retirement or delaying your student’s adult decisions such as travel, cars, houses, marriage, and family.

IT STARTS BY KNOWING YOUR SCORE!

Lisa Hullinger is a College Planning Specialist and the primary contact for Campus Advisers. She has been with Campus Advisers since 2012. As a University of Arizona alum and mother of two college-aged daughters, Lisa is a beneficiary of the Know Your Score process.

In addition to working with students and their families throughout the college journey, Lisa also assists individuals in choosing their best Medicare and Long-Term Care insurance options. She’s been a licensed agent since 2008.

In 2017, she launched Campus Realities, a 501(c)(3) non-profit organization. Campus Realities was formed out of necessity to be the source of awareness and education around the $1.5 trillion of growing student debt. Our goal is to help students and their families make better college and loan decisions before they are capsized with unforgivable debt that cannot be discharged. As President, Lisa manages the daily operations as well as any fundraising activities.

Follow Campus Advisers on LinkedIn, Twitter and Facebook.

Headfarmer is a local boutique recruiting firm that specializes in Finance and Technology, placing both direct hire and contract roles within the greater Phoenix area.

Jessica Corral is a Partner and Founder at headfarmer, bringing over 20 years of recruiting experience. She started her career in New York City recruiting for Wall Street professionals.

In 2000, she moved to Phoenix where she spent seven years working for one of the largest Accounting and Finance recruiting firms in the nation. She co-founded headfarmer in July of 2011 and thus began the mission to exceed recruiting industry standards and focus on how to be of genuine service to people.

Jessica is passionate about giving back to the community and making a difference. She has chaired local non-profit board positions, is always donating her time to helping people both personally and professionally, and enjoys expanding her network by building relationships with quality people who also put service ahead of all personal goals.

She has served as a trusted advisor to major employers and leaders in the greater phoenix metropolitan area….and she LOVES every minute of it.

Follow headfarmer on LinkedIn, Facebook and Twitter.

Stephanie Angelo is a Mastermind group leader for enterprising people in a range of industries, from recruiters and marketers, wealth advisors, and commercial interior designers. She helps entrepreneurs and solopreneurs grow and build their own businesses, increase sales, revenue and market share.

She has a unique knack for connecting people and creating collaborative relationships that result in measurable growth. She’s sought out for mastermind group membership so people, and their business, can benefit from her skills.

She is innovative and creates teams that make more money, blow away the competition and have better businesses as a result.

Stephanie has been a management expert for over 30 years and is experienced in dealing with people and their challenges including individuals who are dealing with crisis. She’s experienced in managing group dynamics, individual coaching and is skilled in diffusing emotional conflict and looking for consensus.

She knows a lot about goal achievement and takes that skill to her Masterminds. In 2014 she co-created the first-ever board game to address domestic violence – OUTrage™ – A Game to Recognize and Change Abusive Behavior. Stephanie co-wrote the true crime memoir Serrated. She has won several awards for her work.

Stephanie is a professional member of National Speakers Association and on the Board of NSA-AZ. She is also a member of Society for Human Resource Management. Stephanie was named a Finalist in the Best Entrepreneur – Service Businesses – Up to 100 Employees category for the 2011 Stevie Awards for Women in Business.

She has dual US and EU citizenships and is able to travel and work world-wide.

Matthew Clyde and Joel Eberhart with Ideas Collide E1

May 1, 2019 by Karen

ARIZONA-GOOD-BUSINESS-Matthew-Clyde-and-Joel-Eberhart-with-Ideas-Collide1

Phoenix Business Radio

Matthew Clyde and Joel Eberhart with Ideas Collide E1

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Matthew Clyde and Joel Eberhart with Ideas Collide E1

Ideas Collide (est. 2005) is a strategic marketing communications firm that develops custom marketing solutions that drive action and results. Focused on delivering innovation with business and data intelligence has established Ideas Collide as a highly-sought out and unique strategic marketing partner. Bring your business challenge to the table and the IC team will invent and integrate marketing solutions to meet the challenge with impact. The team is comprised of a strong, diverse group of marketing and design professionals that operate with business acumen, an absence of ego and a collaborative, growth mindset.

Over his diverse career Matthew Clyde has worked in Fortune 500 organizations, small start-ups and New York agencies. He worked for Franklin Covey in their Marketing Innovation group taking the 7-Habits of Highly-Successful People and First Things First training to organizations like Starbucks, Ritz-Carlton and PetCo. His entrepreneurial ambition led him to create many of the first online training programs and launch some of the first websites in the travel industry.

In 2005, Matthew launched his own firm, Ideas Collide, with offices in Phoenix and Portland. Ideas Collide serves clients worldwide including international brands in hospitality, technology, consumer goods, health care and education. Matthew’s passion for life is demonstrated in his extensive travels, dedicated community involvement, and generous care to his family and friends. Matthew currently serves on the executive committee for the Greater Phoenix Chamber and on the Hospitality Sales & Marketing Association International (HSMAI) Foundation Board.

Joel Eberhart is the Vice President of Marketing and Community Development at Ideas Collide with experience in digital marketing, advertising, social media and marketing strategy. He has been with Ideas Collide since 2010 and focuses on creating long-lasting and strong ties with community organizations along with developing marketing plans, proposals and content strategies for a variety of clients.

Joel is proud to be a 4th generation Arizona native and works closely with Arizona businesses, non-profits and other organizations in building relationships between the agency and the local community working with important organizations like the Greater Phoenix Chamber of Commerce, Phoenix Children’s Hospital Foundation, Heritage Square and Local First Arizona. Along with the responsibility of community development, Joel represents Ideas Collide at numerous conventions, conferences and leadership forums across the United States.

Joel is an avid reader and film buff, with a perfect record over nearly a decade of lunchtime Trivial Pursuit. Prior to Ideas Collide, Joel worked for a Public Relations Firm where he led media relations for the internationally renowned Project Artemis program and client Thunderbird School of Global Management.

Follow Ideas Collide on LinkedIn, Facebook, Twitter and Instagram.

About Arizona Good Business Radio

What is good business? What are local businesses doing to build a better Arizona?
Join Arizona Good Business Radio to hear from local companies who are:

Centering purpose at the forefront of business
Creating social well-being for the community
Prioritizing sustainability and positive environmental practices
Growing strong company cultures through building authentic teams
Ensuring diversity, equity, and inclusion are involved in all business decisions

Arizona Good Business Radio features local business leaders that are redefining what it means to do good business.

About Your Host

Thomas Barr is the Executive Director for Local First Arizona, the largest coalition of local businesses in North America. He advocates for a strong local business community that contributes to building vibrancy, equity, and prosperity across the state. A proud Arizona native and graduate of Arizona State University,Thomas leads the business coalition of Local First Arizona by advocating for the economic and cultural benefits provided by building strong local economies.

Thomas steers the strategic direction of LFA’s major programs and initiatives as well as the engagement of over 3000 businesses across Arizona. As Executive Director, Thomas guides a team of statewide senior directors overseeing the execution of LFA’s communication strategy, major initiatives and key partnerships, as well as the collaboration of over 30 staff implementing work in entrepreneurship programs, small business advocacy, local food initiatives, sustainability, urban development and community building. He frequently speaks to groups locally and nationally, presenting the impact of Local First Arizona and the importance of local economy work in building prosperity.

Outside of Local First Arizona, Thomas has participated in volunteering his time to many causes and organizations throughout the Valley including Young Nonprofit Professionals – Phoenix, Equality Arizona, Alliance of Arizona Nonprofits, Arizona Commission on the Arts, Heritage Square Foundation and Phoenix Legal Action Network. Additionally, Thomas is a 2018 Phoenix Magazine 40 Under 40 honoree, alumni of Arizona Leading for Change, and current participant in Valley Leadership Institute’s 40th cohort.

Connect with Thomas on LinkedIn and Twitter.

Local First AZ

Local First Arizona is a nonprofit organization that celebrates independent, locally owned businesses. We support, promote and advocate for a strong local business community and raise public awareness of the economic and cultural benefits provided by strong local economies. Local businesses contribute to a sustainable economy for Arizona and build vibrant communities we’re all proud to call home.

AZ BRANDCAST Samuel Pagel with Pelican Media

April 30, 2019 by Karen

Phoenix Business Radio

AZ BRANDCAST Samuel Pagel with Pelican Media

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AZ BRANDCAST Samuel Pagel with Pelican Media

Video helps you get to know a brand, making the relationships a lot more personal and powerful. Find out what brands are killing it in Arizona and nationally. Find out how video can help brands lead in Arizona.

Pelican Media is a Tempe, Arizona-based creative media company dedicated to helping businesses tell their stories authentically and effectively so they can grow. Pelican Media has helped businesses all over the globe with video, photography, web development, and collateral design since 2011.

Sam Pagel started Pelican Media back in the summer of 2011 when he decided it was time to turn his passion for creative media into a business.

After being exposed to so many bad videos on local television and the web, he vowed to help local businesses tell their stories accurately and with imagination. He wanted to show the world that great promotional material belongs to everyone, not just the highbrow conglomerates with nothing but money.

Thus, Sam created Pelican Media to level the playing field. Since the beginning, Sam strongly believed in a job well done, on time, as promised. That is why Pelican Media has never missed a project deadline … ever.

Sam has endured late nights (that sometimes turn into early mornings) and 100+ hour work weeks to deliver products his clients are proud of. Since starting Pelican Media he has been able to work with so many amazing people and businesses. He has a passion for the work he does.

Connect with Sam on LinkedIn and follow Pelican Media on Facebook, Twitter and Instagram.

ABOUT AZ BRANDCAST

Branding isn’t just for companies. In fact, Arizona is its own brand. Every month, Mike Jones and Chris Stadler tap into Arizona’s rich community of thought leaders and business owners to find out how the state is developing that brand. Join them as they interview business and thought leaders from in and around Arizona about higher purpose in their companies and Arizona’s development as a brand. AZ Brandcast is powered by Conscious Capitalism AZ and Resound Creative.

ABOUT YOUR HOSTS

It’s Mike Jones‘ mission to see brands grow and succeed – to reach their full potential. He believes every brand, like every person, has DNA that’s remarkable, but not every brand knows how to act like it (and communicate it to the world). It’s not about what’s trendy, whatever consumers are demanding, or whatever will turn the fastest profit. It’s about the long game – building real relationships with your customers and your community.

Chris Stadler likes to see great plans executed. In a world looking for magic formulas, his stoic outlook tends to point people back to doing the basics really well. Accountability and measurement are his tools. In the past, Chris served as the staff copywriter for a large credit union, UX/human factors researcher at the University of Iowa and full-time teaching faculty, teaching design, copy and strategy at the University of Oregon.

SUITS BOOTS and BACKROADS Mark Cunningham with Environ

April 30, 2019 by Karen

Phoenix Business Radio

SUITS BOOTS and BACKROADS Mark Cunningham with Environ

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SUITS BOOTS and BACKROADS Mark Cunningham with Environ

Environ, Inc. is a manufacturer’s representative of large commercial and industrial HVAC (Heating, Ventilation and Air-Conditioning) Equipment. They sell the most efficient systems to reduce greenhouse gasses and reduce the carbon footprint of the buildings they serve. The Leukemia & Lymphoma Society’s (LLS) Man & Woman of the Year campaign is a 10-week philanthropic competition for leaders in local communities across the United States. Candidates and their teammates raise funds for LLS in honor of local blood cancer survivors, the Boy & Girl of the Year.

The title “Man or Woman of the Year” is awarded to the candidate whose team raises the most funds during the competition. The top man & woman candidate in the country are awarded with the national title. LLS is at the forefront of the fight to cure cancer. Compared to other blood cancer nonprofits, LLS is the largest funder of cutting-edge research to advance cures.They have invested more than $1.2 billion in research. They are leaders in advancing breakthroughs in immunotherapy, genomics and personalized medicine. This research saves lives. These revolutionary new treatments originally discovered through blood cancer research are now being tested in clinical trials for other cancers.

Mark Cunningham is Vice President and part owner of Environ, Inc. His company provides Heating, Ventilating and Air-Conditioning Equipment for Commercial and Industrial buildings. In his 25 years in the HVAC industry, he has provided engineering support and sold the Air-Conditioning equipment on much of the Arizona and San Diego landmarks as well as the majority of Las Vegas Casinos.

A Midwest boy from Ohio, he moved to Scottsdale when he was 15 and received his Bachelor of Science in Mechanical Engineering from ASU. Mark was named one of the 2018 Most Eligible Phoenicians in AZ Foothills Magazine. The LLS of Arizona nominated him to be a candidate for the 2019 Man of the Year charity based on spotting this mention, his personality, and strong Arizona network. This is the first time running his own charity fundraising event. When not working and running his campaign, he enjoys taking his kids and father to Rocky Point, Mexico every 6 months with his local church and 1Mission to build houses for the less fortunate.

Mark is looking forward to giving back to the community now that he is getting closer to being an empty nester. He has been busy raising 4 kids and successfully launched his daughter Savannah (22) who is a United States Marine and married to a Marine, as well as his son Dane (20) who recently joined the Navy and is currently in pursuit of a position within Special Forces. Cayla (18) and Cade (16) are finishing up their years in high school, while dad enjoys CrossFit training and competitions when not injured from riding live bulls.

Connect with Mark on LinkedIn, Facebook and Instagram.

About the Host

Angela Felix has been in technology for over 15 years, but her passion is and always will be helping people. She believes that there are people you must meet….and people you must experience. She recognizes the fact that technology pays the bills…or in her words “buys food and toilet paper”, but the real reward is the fulfillment she finds in helping others accomplish their goals. She’s a mother, a veteran, an advocate, and a firm believer in the American Dream.

About the Suits, Boots, and Backroads Podcast

With the help of technology, Phoenix Business RadioX, and some dear friends, Angela introduces you to people who are making a positive impact in the world. Suits, Boots, and Backroads guests are passionate about helping others. They are individuals who’ve run with an idea because they saw a need and want to be a part of the solution, not the problem. Angela believes these folks are out there making a real difference for our youth, homeless, education, veterans, and entrepreneurs; and with that in mind, Angela knows you need to get to know them too. So hang up the suit, throw on your boots, and let’s take a backroad!

Follow Angela on Facebook, Instagram, Linkedin and of course, here on Phoenix Business RadioX.

DeLaney Aarhaus with The Pinya Project and Special Co-Host Sherri Barry

April 30, 2019 by Karen

Phoenix Business Radio

DeLaney Aarhaus with The Pinya Project and Special Co-Host Sherri Barry

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DeLaney Aarhaus with The Pinya Project and Special Co-Host Sherri Barry

The Pinya Project is the beginning of a revolution in the fashion industry. Shopping for a handbag is now environmentally-friendly. They have developed luxury-style handbags from a leather-alternative, Pinatex. This innovative material is made from pineapple plants!

Pineapples in the Philippines are farmed for their fruit, and the fibers from the leaves that usually get burned away or left to rot are felted into a material similar to leather. Pinatex is water-resistant, durable, and most importantly, it doesn’t harm the environment!

The Pinya Bag is the first of their designs to launch and will be available on Kickstarter this June. Follow Melior Handbags on Facebook and on Instagram to find out more about getting your very own Pinya Bag and bringing this brand to life!

DeLaney Aarhaus has traveled to over 50 countries and is only 22 years old. It is because of her opportunities to see so many different places that she has fallen in love with planet, and is determined to improve its condition. She also loves fashion, and had a hard time finding an eco-friendly handbag that fit her style. She wanted a design that was sleek and professional, and when she found out other women felt the same way, she took action.

She is part of the Blacksmith Entrepreneurial Community. This has given her the opportunity to work with three different business mentors. She is learning from experienced entrepreneurs to ensure that The Pinya Project grows into the company to pioneer an Earth-friendly fashion industry.

Sherri Barry is a fashion design entrepreneur. She started her career at Brown Shoe Company, where she quickly moved up the ranks to become Vice President of Operations, opening over 300 retail locations across the country. Sherri left the corporate world in pursuit of becoming an entrepreneur. She then earned a Master of Business Administration from the W.P. Carey School of Business at Arizona State University.

Shortly after getting her Masters Degree, Sherri started an apparel company. The struggles of manufacturing in California ignited her passion for creating a reliable local resource for emerging designers. In 2016, Sherri founded “Arizona Fashion Source,” a small-batch apparel manufacturer, and “Events at F.A.B.R.I.C,” a fashion venue hosting a wide variety of corporate and private events. She also co-founded F.A.B.R.I.C, a full-service fashion incubator, and Arizona Apparel Foundation, a 501(c)(3) non-profit supporting emerging designers.

Follow F.A.B.R.I.C on Facebook, Twitter and Instagram.

UPDATE from DeLaney on May 20 2019

Hello Phoenix Business Radio X listeners!

During the show, we were all so engulfed in the topics we we’re discussing that I didn’t have time to talk about the name of the brand. I had had my heart set on the name “EcoLuxe,” but the day before this live interview, I found out that EcoLuxe handbags already existed.

I truly thought that I had done my due diligence, but I’m a newbie at business, so mistakes are bound to be made. I was devastated! I referred to the Kickstarter campaign and the brand as “The Pinya Project.”

But I have good news everyone! I have found a name that is even better… Introducing MELIOR Handbags!

Melior and variations of this word in many languages means “better.” It is a Latin word originally. And in 1868, leading author of the Victorian era, George Eliot (who was really a woman named Mary Ann Evans), coined the term “Meliorism”. It is a philosophy defined as “the belief that the world can be made better through human effort.” It perfectly describes the brand, and I couldn’t be happier with the change.

Follow Melior Handbags on Facebook and on Instagram to find out more about getting your very own Pinya Bag and bringing this brand to life!

Thank you for listening!

DeLaney Aarhaus

LIFE MADE TO ORDER PHOENIX Ronit Urman with Urman Enterprises and Wendy Look with Crest Insurance Group

April 25, 2019 by Karen

LIFE-MADE-TO-ORDER-Ronit-Urman-with-Urman-Enterprises-and-Wendy-Look-with-Crest-Insurance-Group

Phoenix Business Radio

LIFE MADE TO ORDER PHOENIX Ronit Urman with Urman Enterprises and Wendy Look with Crest Insurance Group

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LIFE MADE TO ORDER PHOENIX Ronit Urman with Urman Enterprises and Wendy Look with Crest Insurance Group

Wendy Look and Ronit Urman are powerhouses in the industries that they work in. Wendy Look has been an employee benefit consultant for 23 years and shared her passion for education and advocating for employers groups and employees. Ronit Urman is passionate about educating people about investing in commercial and residential real estate. Her integrity is a crucial part of what makes her business successful.

Wendy Look is involved with Lutheran Social Services of the Southwest and International Cancer Advocacy Network and shared about all of the wonderful things that those organizations do. Ronit Urman shared about her experience with being President, NAWBO Phoenix and how the mentorship program helped her come to the position she is in now.

Men and women alike will be inspired by Wendy Look and Ronit Urman’s unique perspective and experience in entrepreneurship and involvement in community activities. Whether you are new in business or seasoned, this show is sure to enlighten you on your pathway.

Urman Enterprises specializes in Commercial and Residential Property Management, Commercial and Residential Leasing & Sales, and Investment Consulting and Acquisition.

Ronit Urman, Designated Broker and CFO with Urman Enterprises, was born and raised in Israel. She immigrated to California as a senior in High School. She studied accounting in at California State University Northridge while working for a CPA firm and was offered a partnership at the age of 22. Ronit moved to Montreal, Quebec after marrying and opened a Century 21 office with her husband.

After moving back to Arizona in 1991, they opened Urman Enterprises, which owns and manages a number of building, office industrial and medical offices. They will be starting construction on a new apartment complex in Tempe, AZ soon.

Ronit loves working with investors, and is proud to say that every investor she has worked with has been very successful.

Connect with Ronit on LinkedIn and follow Urman Enterprises on Facebook.

Crest Insurance Group is a full service independent Insurance Agency CREST Insurance will work with your business to customize a comprehensive employee benefits package to meet your budget and make your employees happy. They have access to many national carriers and can help you develop benefits plans that include group health care insurance, life insurance, disability coverage, and retirement/pension plans.

Wendy Look is Senior Vice President of Employee Benefits with Crest Insurance Group, which she joined in June, 2012. She graduated from The University of Arizona with a Bachelor of Arts in Merchandising and Consumer Studies with an emphasis in Marketing.

Wendy is married with two children, her hobbies include golf, skiing and reading.

Connect with Wendy on LinkedIn and follow Crest on Facebook, Twitter and Instagram.

ABOUT LIFE MADE TO ORDER PHOENIX PODCAST

We all have dreams. Each of us wants to reach our goals, appreciate all of life’s gifts and enjoy the journey along the way.

At Life Made to Order Financial Phoenix, our specialty is turning aspirations into achievements, and helping others share their Life Made to Order moments with hopes that it inspires others to do the same.

How do we do it? We’re dreamers just like you. The Life Made to Order philosophy enables us to empower others to do the same.

Our mission is simple.

Help everyone we encounter to Live a Life Made to Order in all aspects of their lives.

ABOUT YOUR HOSTS

Life Made To Order Financial – Phoenix specializes in teaching folks instead of telling them what to do with their finances by hosting live workshops across the country. Virtual Workshops are also available multiple times a week. Please visit LMTOPHXEVENTS.com to see which workshop can fit into your schedule. No Risk, No Fees – Safe Retirement Done with Ease!

Wesley and Susan Henriksen, Division Leaders with Life Made to Order Financial, enjoy educating clients first and foremost to empower them to make their own decisions when it comes to finances. Previous business ownership and sales background help clients feel at ease and completely taken care of throughout the learning process. Wesley and Sue enjoy watching baseball and love playing golf in their spare time.

Trudi Kayser, Agency Vice President with Life Made to Order Financial is making finances fun, her outgoing and fun spirited nature is what her clients love most about her. She is an expert at connecting people and gathering resources for her clients. She is a sought after speaker, financial coach and loves living her Life Made to Order!

Life Made to Order Financial – Phoenix, A proud partner with Five Rings Financial

Phone: (602) 418-1886

Ask me about Living Benefits!

E28 Todd Williams from eCameron and Dustin Thompson from Keap

April 24, 2019 by Karen

Phoenix Business Radio

E28 Todd Williams from eCameron and Dustin Thompson from Keap

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E28 Todd Williams from eCameron and Dustin Thompson from Keap

In this episode of Project Management Office Hours Joe Pusz, PMO Joe, talks with guests Todd Williams, President at eCameron and Dustin Thompson, PMO Manager at Keap. The show takes a deep dive into PMOs examining steps to be successful, pitfalls to avoid and skills necessary for PMO Leaders to excel in a leadership role as well as Purpose or “The Why” is vital to start a successful PMO.

Todd shares several experiences from his time rescuing projects at organizations around the globe. He provides insights from his book, “Filling Execution Gaps” such as why PMOs often fail. Todd and Dustin have a great discussion about the skills required from a PMO leader such as the ability to Sell.

As the PMO Manager at Keap, formerly Infusionsoft, Dustin shares first hand experiences working with his PMO team. He walks us through several examples of PMO Leaders using an Agile mindset to experiment and fail fast, but take action. Dustin provides practical advice for PMO leaders struggling to find success aligning with organizational strategy.

Tune in for upcoming shows with Project Management leaders and also Subscribe to the podcast on Apple Podcast, iHeartRadio, Spotify, Stitcher, Spreaker or your favorite podcast platform! Our next show will be May 2nd with Elise Stevens, Lynda Stanton, and Kornelia Homewood.

eCameron helps companies execute their strategies properly. They do this by helping companies structure their delivery organizations to best meet the company’s culture and fixing troubled projects. They look for gaps in a company’s ability to deliver on its strategy and help the organization build an accountable structure that delivers.

A strong comprehensive strategic foundation coupled with operational excellence allows companies to build the capabilities to thrive. Todd Williams brings this foundation to your organization. His goal is to improve how companies implement their strategic plans. Utilizing nearly thirty years of experience, he helps companies turn their vision into value.

By following the mantra “Strategy, People, Process, and then Technology,” he specializes in building success-focused, project-delivery cultures, rescuing projects, and helping organizations drive business value from their strategic plans. He has worked with all sizes of companies from start-ups to multi-billion enterprises in the US, Far East, and the Middle East. With experience in manufacturing, sales, electronics, healthcare, and automotive.

He is also an internationally acclaimed speaker and trainer doing over 40 presentations, workshops, and custom classes a year throughout the United States, Canada, and European Union. As an expert witness, and the author of two books—Filling Execution Gaps: How Executives and Project Managers turn Strategy into Successful Projects (2017) and Rescue the Problem Project, A Complete Guide to Managing, Preventing, and Recovering from Project Failure (2010) he has helped set the standard for how organizations can run projects successfully.

Connect with Todd on LinkedIn, Twitter and Facebook.

Keap builds the technology that accelerates small business growth. We provide the support, coaches, and partners while fostering communities you can rely on, to make your dream of being your own boss a reality.

Dustin Thompson is a PMO servant leader with over 15 years’ experience in project management. Dustin believes that a successful PMO leader must play for the front of the jersey(team/company name) not the back (his name). His mantra is “speed with purpose”.

He has committed his life to continuous learning and innovation. Becoming a strong business leader is just as important as project methods. He contributes his success to building skills often overlooked by project leaders, such as sales, crucial conversations, EQ, mindfulness, and how to say no. He truly believes in a culture owning performance and accountability.

He says that he does not like the word “problem” because it implies defeat or points blame, instead he sees challenges that he can stand up to, face head-on with grit and optimism. There is no point trying to change other people to make your success a reality, instead, he focuses on what he can control and influence. “Luck is what happens when preparation meets opportunity”

Dustin has a strong passion for servant leadership. He truly cares more about others’ success than his own. He believes that helping others become successful makes him successful. He shows up every day and asks who is that one person that needs my help the most today, and then what is the single most important thing I can I do today to contribute to making the company’s strategy successful.

Connect with Dustin on LinkedIn.

ABOUT PROJECT MANAGEMENT OFFICE HOURS SERIES

Project Management Office Hours is intended to provide Project Management professionals a place to drop in and discuss Success Stories, Best Practices, and Lessons Learned. Project Management Consultant Joy Gumz has shared with us, “Operations keep the lights on, strategy provides the light at the end of the tunnel, but project management is the train engine that moves the organization forward.”

Each of us has a unique story to tell, but collectively we share a message that organizations who embrace Project Management Best Practices perform better than those which don’t. Organizations which align Projects to Strategy perform better. Organizations with Engage Executive Sponsors deliver better results. Organizations which measure Project Management performance outperform those which don’t.

During our Project Management Office Hours, we hear directly from Industry leaders how to make an impact in our profession. How we, collectively, will Advance Project Management Best Practices, One Listener at a time!

Project Management Office Hours is powered by The PMO SQUAD

ABOUT YOUR HOST

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Direct2MD CEO Paul Flatley and Chief Sales Officer Scott Mara with Loftus Financial CEO Mike Loftus and Guest Co-Host Barb Regis

April 19, 2019 by Karen

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Phoenix Business Radio

Direct2MD CEO Paul Flatley and Chief Sales Officer Scott Mara with Loftus Financial CEO Mike Loftus and Guest Co-Host Barb Regis

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Direct2MD CEO Paul Flatley and Chief Sales Officer Scott Mara with Loftus Financial CEO Mike Loftus and Guest Co-Host Barb Regis

Direct2MD provides access to a health care provider — on our app or online, with no insurance forms, hassle or paperwork. Just quality and convenience at an affordable rate. Your virtual doctor can write prescriptions, request imaging and request lab work just like a traditional doctor. Now Employers can provide Employees and their Families with quality healthcare with no co-pays.

Paul Flatley, DO, FACEP is the Co-Founder and CEO of Direct2MD. Previously Dr. Flatley worked in the Emergency department for HonorHealth in Scottsdale where he held the position of Medical Director and Chair. Dr. Flatley completed medical school at Midwestern University in Chicago prior to completing residency in Emergency Medicine at Maricopa Medical Center in Phoenix.

Dr. Flatley was chief resident in his graduating class and also received recognition for Most Outstanding Resident having been nominated by both his colleagues and Attending physicians. Dr. Flatley has volunteered his time as the Attending physician at ChristCares clinic, during its operation from 2012-2015. Lastly having a love for hockey Dr. Flatley has thrilled to have been a team physician for his beloved Arizona Coyote’s.

Growing up in Mesa, Scott Mara didn’t venture far when he decided to attended Arizona State University where he was a Communication major.

Scott’s professional career began as a Territory Manager for the fortune 500 company Economics Laboratory. Responsibilities included business growth and retention in the northern and eastern portions of Arizona.

Ready for a new challenge and armed with what he was learning at Economics Laboratory, Scott made the decision to become his own boss and enter the finance and insurance industry with Prudential Financial. Here Scott had his first experience working alongside business owners assisting them with their company benefits and company plans for the future. This would be where Scott caught the entrepreneurial bug.

So, working alongside his wife Kathy they founded Celara in 1995, where Scott was remained the CEO for a little more than 19 years. .

Then after nearly 20 years Scott decided to follow his dreams and in 2016 he entered the health care industry as the Chief Sales Officer at Direct2MD.

The rest as they say is to be continued…

Mike Loftus was born and raised in Prescott, second generation. Attended tech school in Phoenix and received an AA in electrical engineering. Mike then worked for Xerox in the early 80’s when the personal computer was just emerging.

He left Xerox in 1987 and began a career in life and health insurance following his father’s footsteps. He started his own company, Loftus Financial in 1988. Business owners needed buy-sell insurance, key-man, personal coverage, and pension plans which led to entering the group health market in 1988 at his customers request. By the mid 90’s he entered into the self-funding space where he could design and bring the best of the best components of healthcare to his clients. Mike’s favorite clients are one’s that care about their employees.

Mike continues to stay on top of new products and ideas that reduce cost, bring high quality to his customers, and provides a high level of service to his customers.

Mike was introduced to Direct2MD in the early stages of their development, has assisted in their understanding of healthcare, and building a product unparallel in the telehealth space.

Follow Direct2MD on LinkedIn, Facebook, Twitter and Instagram.

Barb Regis is a Physician Assistant (PA) and a primary care provider for nearly 20 years with a passion for education and advocacy. She believes in the power of compassionate care with a team approach, and she is always open to questions and communicating without judgment.

Along with being a Best of Health Advocate, Barb is also an author. In her book, Surviving the “Business” of Healthcare–Knowledge Is Power!, she shares a uniquely useful perspective with readers and addresses many concerns faced by all of us when we address our health.

Barb currently works for Premise Health at Insight Enterprises in Tempe, Arizona as a solo practitioner providing primary care to employees and families on campus. She is certified by the National Commission of Certification of Physician Assistants and is an active member of the American Academy of Physician Assistants.

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