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Opportunity for All: Building Opportunities for Entrepreneurs E50

August 13, 2024 by Karen

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Arizona Good Business
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Opportunity for All: Building Opportunities for Entrepreneurs E50

In this episode of AZ Good Business, Thomas Barr is joined by Whitney Yang, and Andrew Wong, co-founders of the Bambi Fund. They discuss the nonprofit’s mission to support historically excluded communities, including LGBTQ individuals and the formerly incarcerated, by providing them with opportunities and resources to start a successful business. They share their motivations, with Whitney focusing on the importance of understanding racial justice and the impact of mass incarceration in Arizona. Andrew is inspired to utilize his design background to help individuals succeed through the Bambi Fund’s Hustle House program, which provides entrepreneurship training for formerly incarcerated individuals.

Join this conversation to hear about the importance of the much needed community support for new business owners, and the opportunity for public engagement through mentorship, hiring returning community members, and supporting inclusive efforts through entrepreneurship.

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The Bambi Fund’s vision is a world where people from historically excluded communities have the resources to fully realize their dreams and determine their own life paths. Their mission is to provide funded opportunities for learning, growing, and exploration. The Bambi Fund supports current and budding projects, social enterprises, and nonprofit groups led by people from historically excluded communities.

The Bambi Fund believes that social change should blossom from the communities that are directly impacted by oppression and injustice. They create space for people and groups that have been historically excluded from decision-making to experiment with new ideas and approaches, such as BIPOC, LGBTQIA+ and people impacted by the criminal legal system.

The Hustle House is a newly launched program of The Bambi Fund, dedicated to providing support, services, and funding for justice-involved entrepreneurs as they reintegrate into their communities. The Hustle House recognizes the systemic barriers and discrimination that formerly incarcerated individuals often face, and is committed to making a positive impact on their lives.

The mission of The Hustle House is to establish a safe and supportive environment where returning community members can access economic opportunities through a cooperative of member-owned businesses, each operated by individuals who have been previously incarcerated.

Whitney-Yang-Andrew-WongAndrew Wong is a self-proclaimed international Aussie who has lived among cultures and continents including Australia, Germany, China, and the United States. He is a designer and dreamer with a dedication to fostering imagination, believing in peoples’ visions, and bringing them to reality.

Andrew attended Swinburne School of Technology and HAWK University where he studied Product Design and Industrial Design. He worked as a Principal Designer for Frog Design in Germany, a leading global creative consultancy, and founded his own design consultancy business in Shanghai, China called Beach Creative. At Beach, Andrew utilized his expertise in design research and design strategy to direct his team of engineers in developing various consumer products, medical devices, and household goods.

He is excited to bring his “idea first” approach to The Bambi Fund and apply design thinking toward community development and improving peoples’ lives. Andrew spends his downtime building out the family campervan for nature adventures.

Whitney Meilan Yang is a traveler, entrepreneur, dog mom, and noodle-enthusiast. She is a mixed race, Asian-American woman born in Hong Kong and raised primarily in Shanghai, China.

In 2020 Whitney founded Mixed Change, a communications consulting business serving social justice organizations and nonprofits, to amplify the voices of people directly impacted by human rights abuses and to challenge normative narratives that further oppression and injustice.

Whitney has worked with individuals and groups fighting for migrant justice, abolition, racial justice, international human rights, Indigenous self-determination, trans rights, and more. She earned her MA Social Justice & Human Rights from Arizona State University, and her BA Sociology & Cultural Studies from University of London.

She is determined to help fill the funding gap for people of color and LGBTQ+ people looking to make change in their communities.

Follow The Bambi Fund on LinkedIn and Instagram.

About Arizona Good Business

What is good business? What are local businesses doing to build a better Arizona?

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

About Your Host

Thomas-BarrThomas Barr is the Vice President of Business Development 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 strategic partnerships and business development at Local First through advancing the organization’s statewide business coalition and technical assistance resources deployed to entrepreneurs.

As the Vice President of Business Development, Thomas guides the direction and execution of Local First’s key initiatives and partnerships, as well as the collaboration of 60+ staff implementing work in entrepreneurship programs and access to capital, rural and tribal community development, and local food economic development. He speaks to groups both locally and nationally, presenting the impact of Local First through demonstrating the organization’s effectiveness in building economic opportunity for more than 20 years.

Outside of Local First Arizona, Thomas has contributed his time throughout his career to many causes and organizations including the American Independent Business Alliance, Arizona Commission on the Arts, Equality Arizona, Heritage Square Foundation, Phoenix Legal Action Network, and Young Nonprofit Professionals. He currently serves on the small business advisory council for Arizona Secretary of State Adrian Fontes, as a member of the multicultural advisory board for ONE Community, and as a member of the board for Tempe Tourism.

Thomas is a 2018 Phoenix Magazine and 2020 Phoenix Business Journal 40 Under 40 honoree, alumni of Arizona Leading for Change, and alumni of Valley Leadership Institute’s 40th cohort.

Connect with Thomas on LinkedIn and Twitter.

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Tagged With: Arizona non profit organization, Arizona resources and support for formerly incarcerated people, Arizona small business funding, formerly incarcerated business owners, The Bambi Fund

People First to Build Great Businesses E49

August 13, 2024 by Karen

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Arizona Good Business
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People First to Build Great Businesses E49

In this episode of “Arizona Good Business Radio,” host Thomas Barr introduces Niki Ramirez, the founder of HR Answers.org, highlighting her deep-rooted connection with Local First Arizona. Her passion for fostering positive work environments and supporting small businesses through tailored HR solutions is evident as she discusses common pitfalls business owners face, especially in areas like HR compliance and hiring. Niki’s approach is rooted in education, leadership, and a genuine commitment to helping businesses thrive by understanding and addressing their unique needs.

Thomas and Niki also explore the challenges and opportunities businesses face today, from navigating compliance to advocating for equitable practices. Niki emphasizes the importance of employee-centered approaches, especially in the evolving landscape of remote work, and ends with a powerful message: “Get out there and be good to people.”

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HRAnswers.org, an Arizona-based HR Consulting firm provides ambitious business leaders with strategic human resources guidance including regulatory compliance assistance, support related to employment policies and procedures, and highly rated HR, DEI, and leadership training.

They provide a variety of HR services designed to meet small business leaders where they are and address their most pressing HR needs, as well as help build a strong HR foundation to help small businesses maximize their efforts and accmoplish their goals. Their mission is to help small business leader cultivate workplaces that their employees love, which creates a positive ripple in our communities!

Niki-RamirezNiki Ramirez is the Founder and Principal Consultant at HRAnswers.org, an Arizona-based consulting firm dedicated to providing business leaders with progressive, practical human resources guidance that leaves a big impact.

Connect with Niki on LinkedIn and follow HRAnswers.org on Facebook.

 

About Arizona Good Business

What is good business? What are local businesses doing to build a better Arizona?

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

About Your Host

Thomas-BarrThomas Barr is the Vice President of Business Development 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 strategic partnerships and business development at Local First through advancing the organization’s statewide business coalition and technical assistance resources deployed to entrepreneurs.

As the Vice President of Business Development, Thomas guides the direction and execution of Local First’s key initiatives and partnerships, as well as the collaboration of 60+ staff implementing work in entrepreneurship programs and access to capital, rural and tribal community development, and local food economic development. He speaks to groups both locally and nationally, presenting the impact of Local First through demonstrating the organization’s effectiveness in building economic opportunity for more than 20 years.

Outside of Local First Arizona, Thomas has contributed his time throughout his career to many causes and organizations including the American Independent Business Alliance, Arizona Commission on the Arts, Equality Arizona, Heritage Square Foundation, Phoenix Legal Action Network, and Young Nonprofit Professionals. He currently serves on the small business advisory council for Arizona Secretary of State Adrian Fontes, as a member of the multicultural advisory board for ONE Community, and as a member of the board for Tempe Tourism.

Thomas is a 2018 Phoenix Magazine and 2020 Phoenix Business Journal 40 Under 40 honoree, alumni of Arizona Leading for Change, and alumni of Valley Leadership Institute’s 40th cohort.

Connect with Thomas on LinkedIn and Twitter.

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Tagged With: employee training, HR Oursource, HR questions, small business human resources

Connecting Communities: The Impact of BEAD Funding on Internet Access E52

August 1, 2024 by Karen

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AZ TechCast
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Connecting Communities: The Impact of BEAD Funding on Internet Access E52

In the latest episode of AZ Tech Cast, hosts Steve Zylstra and Karen Nowicki discuss the impact of BEAD funding on internet access in Arizona with experts Sandip Bhowmick, Ben Elkins, and Kelly LeBlanc. Steve and Karen introduce the Arizona Technology Council’s role in advocacy and events, while Kelly presents IP Infusion’s solutions, Ben discusses Airbeam’s internet efforts, and Sandip outlines his office’s responsibilities with the BEAD program. The conversation covers BEAD funding’s significance, its impact on infrastructure, and the potential for improved internet access in rural areas.

The discussion addresses the challenges of providing internet access in Arizona, emphasizing the importance of future-proofing with fiber and the benefits of improved connectivity for small businesses and communities.

The Arizona Commerce Authority (ACA) is the state’s leading economic development organization with a streamlined mission to grow and strengthen Arizona’s economy. The ACA uses a three-pronged approach to advance the overall economy: recruit, grow, create – recruit out-of-state companies to expand their operations in Arizona; work with existing companies to grow their business in Arizona and beyond; and partner with entrepreneurs and companies large and small to create new jobs and businesses in targeted industries.

Sandip-BhowmickSandip Bhowmick currently serves as the Vice President of Infrastructure and State Broadband Director at the Arizona Commerce Authority (ACA). He is responsible for overseeing the planning, development, and expansion of broadband infrastructure throughout Arizona.

Prior to his current role, Sandip served as the Assistant Broadband Director at the ACA, further strengthening his expertise in the field. His extensive experience includes working with renowned telecommunications service providers such as AT&T and Verizon, as well as industry-leading telecommunications software and equipment manufacturers like Nokia and Ericsson.

Moreover, Sandip has made valuable contributions to satellite communication startups, nonprofit organizations, and local and state governments, assuming diverse roles such as Chief Technology Officer, Network Engineer, Systems Engineer, Solutions Architect, Broadband Consultant, and Government Affairs Manager, among others. Additionally, Sandip proudly served in the US Army.

He holds a bachelor’s and master’s degree in Electrical and Computer Engineering from Wichita State University, highlighting his strong academic foundation in the field.

Connect with Sandip on LinkedIn.

IP Infusion manufactures open network software and solutions for carriers, service providers and data centers. With hundreds of customers and thousands of deployments, IP Infusion is a market leader in Network Operating Systems. Our flagship software platform OcNOS® allows network operators to disaggregate their networks, streamline operations, and reduce Total Cost of Ownership (TCO). Network OEMs may also disaggregate network devices to expedite time to market, offer comprehensive services, and achieve carrier grade robustness.

IP Infusion is headquartered in Santa Clara, Calif., and is a wholly owned and independently operated subsidiary of ACCESS CO., LTD.

Kelly-LeBlanc-AZ-TechCastAs Chief Marketing and Product Officer (CMO), Kelly LeBlanc is responsible for global marketing and product management at IP Infusion.

Kelly is a seasoned Silicon Valley marketing executive with 25 years of experience across multiple technology markets. For over a decade, Kelly has been driving marketing and product strategies for open networking solution providers that offer an alternative to incumbent networking vendors.

Previously, she also worked for several networking technology incumbents. Kelly was the Head of Worldwide Marketing for A10 Networks when the company became the fastest growing Silicon Valley networking company prior to Initial Public Offering (IPO). She also held marketing positions at Fortinet and VERITAS Software.

Kelly began her career at several top ten Public Relations agencies for Hewlett-Packard and Sun Microsystems. She holds a Bachelor’s Degree in Philosophy from Cal Poly University in San Luis Obispo, California.

Follow IP Infusion on LinkedIn, Facebook, and X.

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AireBeam was founded in 2004 and is one of Arizona’s fastest growing fiber to the home and fixed wireless Internet service providers. AireBeam is locally operated and proudly serves Pinal and Maricopa Counties, Arizona City and the surrounding areas. Their mission is to provide affordable and accessible Internet access to rural areas in Arizona. AireBeam is a subsidiary of Boston Omaha Corporation (NYSE:BOC).

Ben-Elkins-AZ-TechCastBen Elkins brings over 20 years of experience in telecommunications and strong management skills in the areas of sales and business development, strategy, negotiations, and P&L responsibility in a variety of networking sectors, including with ISPs.

It is his second year as the CEO of AireBeam and he has seen Arizona’s fastest growing fiber to the home and fixed wireless Internet service provider expand exponentially in Arizona to become one of the leading providers in the state.

Winning landmark deals both domestically and internationally along with leading teams from across the globe provided Elkins with the knowledge and experience to be a great leader at AireBeam.

Prior to AireBeam, Elkins was with Voce Telecom and GP Voice where he was Chief Sales Officer and Chief Operations Office for both companies for 20 years. He has extensive sales experience with a variety of telecommunications solutions including VOIP, AI Chat Bot, UCASS, SaaS, SIP Trunking, Managed Services and IoT services. In addition, he has executive management experience in operations centers, engineering groups, channel sales organizations and customer service in his career.

Elkins holds a Bachelor of Arts degree in communications with a minor in business administration from Arizona State University.

Follow AireBeam on LinkedIn, Facebook, X and Instagram.

About Your Hosts

Steven-ZylstraSteve Zylstra serves as president and CEO of the Arizona Technology Council, a role he assumed in 2007. He is responsible for strategy, operations, finance and policy development. Zylstra is a vocal spokesman for the value technology can provide in raising social and economic standards in Arizona.

Zylstra serves on numerous councils, committees and boards, was named “Leader of the Year, Technology,” by the Arizona Capitol Times, and “Most Admired Leader” by the Phoenix Business Journal. In addition, he was awarded an honorary doctorate of science in technology from the University of Advancing Technology in Tempe, Ariz.

Zylstra earned a bachelor’s degree in automotive engineering technology from Western Michigan University.

KarenNowickiv2Karen Nowicki is a successful author, speaker and the creator of Deep Impact Leadership™ and SoulMarks Coaching™. She is a two-time recipient of the prestigious national Choice Award® for her book and personal development retreat. Karen was crowned the first-ever “Mompreneur of the Year” Award in 2010 for the southwestern states. She was recognized for her leadership, business acumen, and work-life balance.

Karen has been an expert guest on regional TV and radio shows, including Fox Phoenix Morning Show, Sonoran Living, Good Morning Arizona, The Chat Room, and Mid-Day Arizona. She has been a regular contributor to many print and online magazines – publishing articles and blogs for business and education.

In addition to working with private coaching clients, Karen is also the Owner & President of Phoenix Business RadioX. The Business RadioX Network amplifies the voice of business – serving the Fortune 500,000, not just the Fortune 500. Phoenix Business RadioX helps local businesses and professional associations get the word out about the important work they’re doing to serve their market, profession, and community.

Of all the experiences Karen has had the privilege of participating in over her vast career, she shares that Phoenix Business RadioX is a pinnacle adventure!

Connect with Karen on LinkedIn and follow Phoenix Business RadioX on Facebook and Instagram.

LeslieMarquezHeadshotsmallerLeslie Cooper Marquez is a dynamic marketing professional with over 17 years of broad-based marketing, public relations and advertising experience in both in-house and agency environments.

Originally from Birmingham, AL, Leslie has honed her expertise across diverse sectors, including non-profit performing arts, legal marketing, mortgage technology, and residential mortgage marketing.

Leslie has been an integral part of the Arizona community for the past 5 years. Most recently, she served as the Marketing Director for Scottsdale-based mortgage technology firm, focusIT, Inc., and previously as the Director of Marketing for Ballet Arizona.

Beyond her professional commitments, Leslie is an active member of the community. She serves as a Sustainer with the Junior League of Phoenix, volunteers with the Distinguished Young Women of Arizona scholarship program and is an alumna of the esteemed Valley Leadership Accelerate class of 2019.

In her spare time, Leslie shares her passion for fitness as a dedicated barre instructor at TenPoint5 Central. Above all, she cherishes her roles as a devoted mother to a young son and a loving wife to her husband, David.

About Our Sponsor

The Arizona Technology Council, Arizona’s only statewide organization serving the technology sector, fosters a climate of innovation to enhance technology in Arizona.

A trusted resource in strengthening Arizona’s technology industry, the Council proactively eliminates impediments that companies face, accelerates the entrepreneurial mindset in the state’s expanding innovation ecosystem, and works to create a destination for companies to be, thrive and stay.

Follow Arizona Technology Council on LinkedIn, Facebook, and Instagram.

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Tagged With: data center, Fast Internet, Fiber Internet, internet near me, Internet Provider, Network disaggregation, Networking software, Open networking, rural internet, service provider

Strategically Planning for 2025 and Beyond S2E5

July 31, 2024 by Karen

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Phoenix Business Radio
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Strategically Planning for 2025 and Beyond S2E5

In this episode of “The Future of Work”, hosts Al Loveland and Kyle McIntosh introduce their guests, Scott Romeo and Ed Wold. Scott, a seasoned strategy expert, and Ed, a patent agent, discuss their backgrounds and emphasize the importance of a strategic approach in business, exploring the balance between immediate actions and long-term goals.

The conversation delves into practical aspects of strategy, intellectual property, and pricing, highlighting their dynamic work and tailored services like “Strategy in a Day” and “Going Global.” They also announce the “Strategy Fest” on August 22nd at Mac 6 and bi-weekly “strategy lunch and learns” starting after Labor Day, concluding with personal stories and a call to action for further engagement.

Business leaders who are begining to plan for 2025 and beyond. They will learn concepts that will help their oganization stratgically and operationally. The basic concepts will inspire thoughts that will lead to ideas and initiatives driving improved business results.

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THE STRATEGY EXPERT® helps organizations grow from where they are today to where they want to be. They provide strategic guidance to organizations from startups, small business owners, midsized companies, multinational corporations, and nonprofits in over 80 industries across the globe.

Scott-RomeoScott Romeo has been a strategic planning/strategy consultant working with clients all over the world in over 80 industries for the past 32 years. He has a unique ability to quickly assess an organization’s current state and help design strategies to help them get from where they are today to where they need to be.

He has worked with startups, Fortune 500 Companies, and multinational corporations in the US and throughout Asia. He has been teaching strategies at the university level for the past 25 years at both the undergraduate and graduate level.

Along the way, he has written three books on strategy, one of which is recommended reading at a business management school in Belgium. He is the strategist that executive teams want at the table when they are considering their future growth and next strategic moves.

Ed-WoldEdwin Wold is a registered US Patent Agent, author, and business and management consultant with experience working at the strategic, operational, and functional levels of organizations.

With an undergraduate degree in mechanical engineering, a master’s degree in Project Engineering Management, and an Executive Juris Doctorate with a specialization in contracts and patent protection, Edwin has a history of helping clients grow from “concept to cash” with an emphasis on adding more profit to the bottom line.

Edwin interacts with management and leadership to analyze the constraints/needs/aspirations of the business and helps guide them to strategically apply business approaches to help take the company to the next level. This is often centered around helping to create and protect the IP of an innovative product or introducing a new or improved product or service to the global market.

Follow The Strategy Expert on LinkedIn and X.

ABOUT THE FUTURE OF WORK

Welcome to Future of Work Radio Show and Podcast – where business leaders share how they integrate humanity and technology through innovative approaches, healthy culture, flexible workspaces and seamless virtual technology.

ABOUT YOUR CO-HOSTS

KyleMcIntoshWith a focus in marketing and a background in various for profit and not for profit companies, including much professional and volunteer work, Kyle McIntosh wondered, “How can I pair the passion and commitment to community progress of a non-profit with the sustainability and reach of a for profit company?”

From this question and perspective a mission evolved to tear down the false distinction between the two sectors and to promote companies with Conscious Capitalism® business models through MAC6.

Albert-Loveland-Phoenix-Business-RadioAlbert Loveland has joined the MAC⁶ Team full-time. Al will be helping us to takeMAC⁶ to the next level as Vice President of Operations(and, for all of you who are familiar with EOS, as the MAC⁶Integrator).

Al brings over 25 years of experience in leadership and operational efficiency, first working for JPMorgan Chase for fifteen years and then, for the past decade, with his own consulting business working with small businesses, non-profits, and entrepreneurs.

Al has been working from MAC⁶ as a community member for five years now, acting as the unofficial ‘Mayor of MAC⁶’and helping every day to make this community a great place to be. Please join us in congratulating him as the now Official Mayor of MAC⁶ and as an integral new part of our team!

To learn more about MAC6 Communities, call 480-293-4075 or find them on LinkedIn and Facebook.

ABOUT OUR SPONSOR

MAC6 offers flexible spaces and programs to help your team grow, and a community of thriving businesses, just like yours.  Advocating Capitalism as a Force for Good, MAC6 is Accelerating the shift to Conscious Capitalism (where Purpose and Profit Unite) through Creativity, Collaboration, Community and Change.

 

Tagged With: business planning, IP patent strategy, marketing strategy, strategic planning, strategy

Avoiding Financial Pitfalls: Tax Tips from Hubert Johnson

July 29, 2024 by Karen

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Phoenix Business Radio
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Avoiding Financial Pitfalls: Tax Tips from Hubert Johnson

Karen Nowicki, host of Phoenix Business Radio, welcomed Hubert Johnson from Guardian Tax Law, discussing his journey from aspiring history teacher to tax attorney and his commitment to providing better customer service since founding his firm in 2018. Hubert emphasized the importance of correct guidance, whether clients sign up or not, and highlighted his TV show, “Taxes Made Easy,” which simplifies tax issues and the IRS’s new online tools. He shared cautionary tales about clients facing significant debt due to poor advice and stressed the value of consulting a tax attorney.

He shared success stories, including settling large debts for minimal amounts, and discussed his compassionate approach rooted in his faith and Navy experience. Johnson introduced his team at Guardian Tax Law, plans to expand in Phoenix, and stressed the importance of paying payroll taxes and seeking early professional help to avoid severe consequences, emphasizing communication with the IRS and legal advisors. 

Stay Informed: Follow Phoenix Business Radio for More Expert Interviews!  

Guardian Tax Law was founded in November of 2018 to help taxpayers deal with IRS, state, SBA and other tax debts. They serve clients all across the United States from American Samoa and Hawaii to Puerto Rico with their bi-lingual staff.

Dealing with the IRS, state and other government bureacracies is tougher than ever today which is why they talk to taxpayers and go over their rights and options before charging a dime. They give free advice on a regular basis and work with other professionals across the country to make sure taxpayers have a team around them to address current issues, but to work to ensure they thrive moving forward. They can usually find tax and other professionals local to taxpayers across the country to assist taxpayers.

There are a lot of individuals and businesses that struggle to get good tax advice and help. Guardian Tax Law’s mission is to provide top notch guidance and assistance and our client reviews show they are succeeding in their mission.

hubert-johnsonHubert Johnson has over 15 years of experience as a tax attorney. He has worked with multiple tax firms as a senior tax attorney before launching Guardian Tax Law, PLLC in 2018.

Mr. Johnson taught graduate tax law at Baruch College in NYC, lectured at seminars and trainings for tax professionals, co-wrote a book and an tax guide for professionals, has appeared in National Podcasts and currently hosts a TV show on smartmoneyculture.tv called ‘Taxes Made Easy’.

This show airs M-F in Texas and Louisiana from 9-10am CST and is rebroadcast in the afternoon. The episodes for ‘Taxes Made Easy’ can also be found at Guardian Tax Law’s Youtube channel, which is linked to his company’s website at guardiantaxlaw.com.

He is licensed in California since 2008 but moved to Tucson, AZ in 2018. where he lives with his wife Katie. They have five children ages 21 to 13 years of age. No pets as they have enough children! Some of Hubert’s hobbies are coaching and refereeing/umpiring youth sports, history, volunteering and playing ultimate frisbee.

Follow Guardian Tax Law on LinkedIn, Facebook and Instagram.

Tagged With: IRS Tax Attorney, SBA Attorney, Tax Attorney Arizona, Tax Attorney Phoenix, Tax Attorney Tucson

Outside the Comfort Zone E13

July 26, 2024 by Karen

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Financial Footsteps
Outside the Comfort Zone E13
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Outside the Comfort Zone E13

In this Financial Footsteps podcast, Chad Dean, CEO of Integrated Management Resources, interviews John Mallouk, who shares his journey from Long Island to becoming a CPA and Chief Financial Officer at Sibi. John describes his transition from engineering to accounting at Ole Miss, his career launch at KPMG, and emphasizes the significance of internships and a positive attitude.

Chad and John discuss various aspects of John’s career, focusing on his work ethic and experiences at different firms. John highlights his externship at KPMG, the development of his financial modeling skills at Williams Marston under Dat Lee, and his decision to join Sibi, a tech startup in Arizona, influenced by mentors and family. They also explore leadership development at Big Four firms, the difference between consulting and industry roles, and the importance of cultural fit and genuine communication within a company’s leadership team.

Listen now to uncover career insights and entrepreneurial wisdom from John Mallouk on this podcast!

Sibi-logo

Sibi (pronounced: see-bee) is modernizing the antiquated procurement industry. We are simplifying the process of building and improving a property by connecting manufacturers, contractors, and homeowners directly on one platform.

At Sibi, we strive for a culture where teamwork is the epicenter of everything we do because innovation is dependent on diverse perspectives. As a company that ships software in an ever-evolving industry, we favor “shipped” over “perfect,” betting on incremental delivery without sacrificing quality. We move fast, with confidence, at a sustainable pace.

John-MalloukJohn Mallouk is a financial executive with extensive expertise in financial management, process improvement, accounting, and strategic planning. Currently serving as the Chief Financial Officer at Sibi in Phoenix, AZ, John oversees finance and accounting operations for the innovative property technology organization.

While at Sibi, John has implemented strategic finance initiatives, automated financial processes, and optimized tax planning strategies, resulting in substantial time and cost savings and improved financial efficiency.

Prior to joining Sibi, John was a Consultant at WilliamsMarston LLC, where he led M&A and public company readiness projects including IPOs and SPAC transactions across diverse industries such as biotechnology, media, software, and technology.

He has also lead financial service teams at KPMG in audits of alternative investment funds, public mutual funds and publicly traded banks.

John holds a Master of Science in Accountancy from Babson College and a Bachelor of Accountancy from the University of Mississippi. He is a Certified Public Accountant and a CFA Level III Candidate.

Connect with John on LinkedIn.

About Financial Footsteps

Financial Footsteps is dedicated to providing insider access to successful accounting and finance leaders thereby providing ideas, insights, and ‘secrets to success’ to those aspiring to be leaders themselves.

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Interactive conversations with guests will reveal the genesis for a career in accounting and finance, the great (and not so great) decisions that were made along the way, and the advice that these leaders would give to their younger selves.

About Your Host

Chad-DeanChad Dean has been an executive recruiter since 1996.  He currently is owner and CEO of a top-ranked national recruiting firm with a 33 year history servicing the Finance disciplines.

Chad Dean’s relaxed and authentic recruiting style combined with a relentless work ethic and dedication to ethical recruiting has propelled him to the highest levels of success in recruitment and career counseling. He has been sought after by CNBC, the Wall Street Journal, and numerous other publications for his expertise.

Chad Dean is a proud Arizona native, married for 21 years, with two second-generation native teenage sons. He has an MBA from Arizona State University and a BS in Biology from FHSU.

About Our Sponsor

Integrated Management Resources was founded in 1990 in Tempe Arizona.  Starting with clients like Goldman Sachs (first client and still a client today) and top Wall Street hedge funds, IMR built a robust recruiting process that digs out the most desirable ‘passive’ candidates from our client’s competitors.

IMR’s Phoenix Accounting and Finance practice services large and medium sized organizations for mid-senior level full-time placement and interim staffing.

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Tagged With: Accounting help Phoenix, Accounting Phoenix, Ajax, Bookkeeping Phoenix, Mallouk

Awareness Leads to Change E27

July 23, 2024 by Karen

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Changing the Perception of Blindness
Awareness Leads to Change E27
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Awareness Leads to Change E27

In the podcast Changing the Perception of Blindness, host David Steinmetz and guest Barbara Hinske explore the importance of inclusion for people with disabilities. Barbara, a lawyer-turned-novelist, discusses her journey into disability awareness through her book Guiding Emily and her experience transitioning it into a Hallmark movie. They address the need for authentic media representation, the challenges faced by visually impaired individuals, and strategies for increasing employment opportunities. They stress the necessity for employers to recognize and harness the potential of visually impaired employees.

Tune in to learn more about how we can all contribute to a more inclusive society and make a difference.

It is important for people with disabilities to practice self-advocacy, but sometimes they need an ally to champion for equal access and inclusion.

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Barbara-HinskeUSA Today Bestselling and Amazon All Star Author BARBARA HINSKE is an attorney and novelist. She loves to read and write women’s fiction, mystery/thriller/suspense, and sweet Christmas stories.

She’s authored the Guiding Emily series (audio by Podium), the mystery thriller collection “Who’s There?”, the Paws & Pastries series, three of the novellas in The Wishing Tree series, and the beloved Rosemont series.

Her novella The Christmas Club and novel Guiding Emily have both been adapted for Hallmark Channel.

Connect with Barbara on Facebook and Instagram.

About Your Host

David-SteinmetzAs the manager of Community and Public Relations, David Steinmetz uses his expertise, education, and personal experiences to “change the perception of blindness.”

Diagnosed with RP, a blinding retinal disease, at the age of 19, David uses his personal story to drive change that leads to improved employment outcomes and community integration for people who are blind or visually impaired.

Mr. Steinmetz graduated from Arizona State University with a bachelor’s degree in Business Management and Economics. Additionally, Steinmetz has continued his education by graduating from the Business Management Training (BMT) program provided by Darden Graduate School of Business, University of Virginia.

In 2008, David was the national recipient of the National Industries for the Blind Milton J. Samuelson Career Achievement award. This prestigious award recognized Mr. Steinmetz for his career achievements and community service work.

David Steinmetz is a member of the Governors’ Council on Blindness & Visual Impairments, is a Board Member at the Arizona Center for the Blind & Visually Impaired (ACBVI) and serves his community through the Chandler Lions Club.

Connect with David on LinkedIn and Instagram.Changing-the-Perception-of-Blindness-iTunes

About the Show

Changing the Perception of Blindness; One Conversation at a Time is dedicated to breaking down barriers, de-mystifying blindness and promoting real world solutions that empower people who are blind to live a full and inclusive life.

Host, David Steinmetz connects with organizations, industry professionals and thought leaders who are working to bridge the gap that creates a world accessible for all.

About Arizona Industries for the Blind

Arizona Industries for the Blind is a nonprofit organization dedicated to creating employment opportunities for people who are blind. It’s employees, more than half of whom are blind, deliver a variety of products and services, including a full-service Warehousing and Distribution Center, confidential Digital Data Scan (DDS) services for private businesses and government and the operation of Base Supply Centers located at each of Arizona’s three military bases under the umbrella of the U.S. Department of Labor’s AbilityOne program.

Follow AIFB on LinkedIn and Facebook.

Tagged With: Guiding Emily Series, Hallmark movies, mystery thriller suspense, Rosemont series, women's fiction

Good Beer, Good Business – A Highlight of Arizona’s Craft Beer Industry E48

July 22, 2024 by Karen

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Arizona Good Business
Good Beer, Good Business - A Highlight of Arizona's Craft Beer Industry E48
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In the latest Arizona Good Business Radio episode, Thomas Barr explores Arizona’s craft beer scene with Cale Aylsworth with OHSO Brewery + Distillery, Andrew Bauman from the Arizona Craft Brewers Guild, and Brad Miles from Arizona Wilderness Brewing Company.

Despite being 43rd nationally in breweries per capita, Arizona’s craft beer industry is booming. Six new breweries just opened in the last 3 months, and Arizona now represents 100+ local breweries.

This episode highlights the challenges breweries face, and how the brewery community comes together and relies on each other for the industry’s success. The guests predict a mix of prediction for the future of the industry, and discuss the opportunity to learn from national trends.

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Since being establish in the Valley in 2011 O.H.S.O. has taken on a life and community of its own. Not only deeply entrenched in its AZ community, they are huge advocates and supporters for new local breweries and small local businesses.

With nearly 10 valley wide locations O.H.S.O.’s success directly reflects its support in its communities. Weather it be Teachers, First Responders, Mental Health Awareness/Resources, Animal Shelters, ALS or MDA, or even the Neighborhood Community Garden, O.H.S.O. believes that libations brings people to gather, and when good people gather, good things can happen.

Cale-AylsworthBorn at St Joseph’s Hospital in 1985, a third generation Arizonan, Cale Aylsworth’s claim is “Arizona is a place like no other”. He entered the restaurant industry to pay for college, started out as a food runner, to head expo, to server, to bartender all before age 20.

Cale found his path intersecting with a brand new local brewery in 2011 by simply enjoying a locally crafted beer at the bar. Thirteen years later he holds the title of Director of Sales and Relations, manages a majority of O.H.S.O.’s community outreach and is the “not by choice” face of the company.

Combining his passion and love for this one of a kind state, his journey with O.H.S.O. Brewery + Distillery has be a harmonious fit as his personal views and the company’s views align with the goal to be grateful for the individual people that make this community and to make sure to give it back. AZCBG-Logo

The Arizona Craft Brewers Guild is the state-wide organization that represents Arizona Craft Breweries through legislative efforts, community partnerships, presenting beer festivals all over the state, and providing educational opportunities for the entire craft beer community.

Supporting local small businesses is our number one goal.

Andrew-BaumanAndrew Bauman has been in the Arizona Craft Beer industry for over 12 years as a Head Brewer, Director of Brewery Operations, and currently as Deputy Director of the Arizona Craft Brewers Guild.

Prior to entering the beer business, Andrew managed restaurant and catering businesses in the Phoenix metro area.

Follow Arizona Craft Brewers Guild on Facebook and Instagram.

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Arizona Wilderness is a Brewery and Restaurant specializing in Craft Beer, Burgers, and Sustainable business practices in Arizona.

Brad-MilesBrad Miles is the Head of Production at Arizona Wilderness Brewing Company. He has been at Arizona Wilderness for a little over a year. He has a decade of experience in Craft Beer ranging from small breweries to large regional craft breweries.

Brad started his journey in Craft Beer as a Homebrewer then started moonlighting at a small brewery in Southern California where he spent a year learning. He then moved onto Firestone Walker Brewing Co where he started as a Cellarman, moved into the brew house, lead the filtration operations, managed the yeast, and eventually spent the last two years in Research and Development and new product development.

After 8 years at Firestone Walker he took a leap and started as the Head of Production at Arizona Wilderness Brewing Co, where he is responsible for all beer being produced, served, and distributed.

Connect with Brad on X and follow AZ Wilderness on Instagram.

About Arizona Good Business

What is good business? What are local businesses doing to build a better Arizona?

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

About Your Host

Thomas-BarrThomas Barr is the Vice President of Business Development 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 strategic partnerships and business development at Local First through advancing the organization’s statewide business coalition and technical assistance resources deployed to entrepreneurs.

As the Vice President of Business Development, Thomas guides the direction and execution of Local First’s key initiatives and partnerships, as well as the collaboration of 60+ staff implementing work in entrepreneurship programs and access to capital, rural and tribal community development, and local food economic development. He speaks to groups both locally and nationally, presenting the impact of Local First through demonstrating the organization’s effectiveness in building economic opportunity for more than 20 years.

Outside of Local First Arizona, Thomas has contributed his time throughout his career to many causes and organizations including the American Independent Business Alliance, Arizona Commission on the Arts, Equality Arizona, Heritage Square Foundation, Phoenix Legal Action Network, and Young Nonprofit Professionals. He currently serves on the small business advisory council for Arizona Secretary of State Adrian Fontes, as a member of the multicultural advisory board for ONE Community, and as a member of the board for Tempe Tourism.

Thomas is a 2018 Phoenix Magazine and 2020 Phoenix Business Journal 40 Under 40 honoree, alumni of Arizona Leading for Change, and alumni of Valley Leadership Institute’s 40th cohort.

Connect with Thomas on LinkedIn and Twitter.

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Tagged With: arizona beer, Arizona Wilderness, beer festival, Brewery, brewery near me, community, craft beer, distillery, Dog Friendly, IPA, local, patio, restaurant, small business, Wilderness

Adapting to Growth: CEO Strategies and Coaching Benefits

July 8, 2024 by Karen

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Phoenix Business Radio
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Adapting to Growth: CEO Strategies and Coaching Benefits

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In this engaging episode of Phoenix Business Radio, Karen Nowicki welcomes Stuart Wachs and DeeAnn Palin from OnPoint Impact, highlighting their focus on business growth for privately held companies through coaching services. Stuart and DeeAnn discuss their unique approach, leveraging shared values and experiences from Vistage, a mentoring program.

The conversation shifts to crucial aspects of team building and strategic planning as businesses grow, with Stuart emphasizing the need for CEOs to adapt and simplify complex issues. They discuss the challenges CEOs face, such as balancing business and personal life, and the role of coaching in overcoming these hurdles. An illustrative example of a marketing company’s breakthrough underscores the value of clarity and strategic focus, with DeeAnn highlighting the benefits of the Metronomics system in achieving compounded growth and the importance of holistic leadership on organizational well-being.

OnPoint Impact helps businesses achieve compound growth. We lead strategy sessions and team building to help you build cohesiveness and successful operations. We assist with aligning your business and assessing and structuring for scalability.

We provide full-service coaching to CEOs and leadership teams, powered by the Metronomics platform, that enables you to develop an executable strategy and operating framework to help your company achieve compounding growth, seamlessly integrating all facets of your business, including people, cash, strategy, and execution. With OnPoint Impact’s playbook and coaching, you gain access to a clear roadmap for achieving exceptional business results. Work with accomplished coaches who are proven, results-driven executives.

Stuart-Wachs-DeeAnn-PalinOnPoint Impact Co-Founder and Executive Coach Stuart Wachs brings over 20 years of CEO and business ownership experience and 10 years of coaching and consulting.

He has successfully led organizational startups, scales, and turnarounds. Stuart’s unique mix of operations, leadership development, and culture transformation makes him an expert in guiding CEOs and leadership teams.

OnPoint Impact Co-Founder & Executive Coach DeeAnn Palin combines over 20 years of corporate executive experience with 10 years of business ownership, operations & HR consulting, and coaching.

She excels in guiding businesses towards sustainable growth, scalability, and transformation, bringing a wealth of experience from diverse sectors.

Follow OnPoint on LinkedIn.

Tagged With: business growth, business strategy, executive coaching, Leadership, Metronomics

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