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E73 Global PMO Leadership discussion with Fatimah Abbouchi

February 25, 2021 by Karen

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Phoenix Business Radio
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E73 Global PMO Leadership discussion with Fatimah Abbouchi

What is the Agile Management Office and how do you use the AMO Method? Hear the backstory and concepts from Fatimah Abbouchi as she shares her journey to becoming one of the leading PMO Influencers in the world.

Fatimah chats with PMO Joe about several topics during this fast paced chat between global PMO Influencers and the partnership they have formed with The PMO Leader global community site. Fatimah shared the story of how she founded the Agile Management Office and the success she has had from the AMO Method White Paper.

We also discussed Fatimah’s history with Anxiety and Mental Health Awareness. We discussed the importance of removing the stigma associated with anxiety, depression or other mental health disabilities. The Project Management profession is a high stress profession and we need to do more to understand and support our team members who are living with mental health challenges.

Listen to the full episode to hear more of our discussion about women in project management, global recognition and rewards for project excellence, diversity and global leadership perspective.

Visit Agile Management Office – www.agilemanagementoffie.com
Visit Fatimah Abbouchi – https://www.linkedin.com/in/fatimahabbouchi/

Subscribe to Project Management Office Hours to play all prior episodes and upcoming guests by visiting www.projectmanagementofficehours.com.

​Thanks to our sponsors The PMO Squad and The PMO Leader.

Learn more about The PMO Squad visit www.thepmosquad.com
Learn more about The PMO Leader visit www.thepmoleader.com

Agile Management Office (AMO) specialises in helping organisations to identify and effect change using proven agile initiatives & project/program governance best practices.

They provide high impact delivery execution, education, and coaching to help you uplift your organisations project capability and maturity in an agile way using our proprietary methodology; known as the AMO Method™ which is proven to increase maturity and employee engagement scores. As a result, building expertise within your organisation. AMOLOGOAgileManagementOfficeBlack

The AMO Method was developed to bridge the gap between organisations applying agile techniques, whilst continuing to utilise traditional governance frameworks originally developed in the 1950s. The AMO Method shifts the stance from a ‘one size fits all’ approach to Project Governance to an adaptive approach; enabling customisation that aligns with the nature of the initiative and organisation as a whole.

This is achieved by modularising capabilities to allow for a more tailored approach to servicing organisations’ needs, we develop custom solutions for our clients focusing on the uniqueness of their organisation and its current state.

Their solutions may include a combination of project toolkits (including software tools and templates) and frameworks (such as process maps, guiding principles, roles & responsibilities, and descriptions) to create/uplift the right foundations and support your business in delivering projects.

Their goal is to equip your business with the right structure and framework that will allow your team to plan, build, and implement projects as efficiently as possible – removing all unnecessary roadblocks.

To date, they have serviced clients in 15 countries across Australia, New Zealand, Europe, Asia, and the Pacific. We want to become the partner of choice for organisations aspiring to reach their transformation goals, by applying best practice principles, engaging in a highly collaborative manner, transferring our capabilities to you.

Fatimah-Abbouchi-Project-Management-Office-HoursFatimah Abbouchi is the Founder and CEO of Agile Management Office; a thought-leader providing governance solutions for organisations to manage and govern projects in the agile era. A successful businesswoman, Fatimah has been supporting businesses from start-ups to enterprise internationally for the past 17 years.

Fatimah’s professional passion has seen her successfully transform how businesses govern change across portfolios up to $1B and over 16 industries globally. Utilising this industry experience, Fatimah’s PROVEN AMO method is showing how business can not only align but enhance agile delivery methodologies with robust governance.

A writer, speaker and host of the ‘Agile Ideas’ podcast, Fatimah has appeared in The Age, UK Business Telegraph, PM Review Magazine China, Business Chick’s ‘Latte Magazine’ and featured on CIO.com.au. Fatimah has been invited to speak at dozens of events globally. She is also a guest lecturer at Aarhus University in Denmark in the International Project Management Programs and acts as a Corporate Governance Advisor to them. Fatimah has previously been named as one of the Top 100 LinkedIn Power Profiles in Australia. Fatimah was also nominated as a Top 3 finalist in the World PMO Global Awards, as voted by her peers.

Personally, Fatimah is passionate about supporting those in the community with anxiety and depression through beyondblue; having spoken at 45 events aimed at raising awareness, reducing stigma and encouraging others to similarly get involved.

Connect with Fatimah on LinkedIn, Facebook, Twitter and Instagram.

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! 

ABOUT YOUR HOST

Joe Pusz started THE PMO SQUAD to bring real world PMO Leadership experience to the consulting space and to advocate for Project Management through his blog PMOJOE.com. The old saying is “Do what you love and you’ll never work a day in your life.” Following this mindset Joe left Corporate America in 2013 to start THE PMO SQUAD and work with fellow Natural Born Project Managers to advance Project Management Best Practices.

ABOUT OUR SPONSOR

THE PMO SQUAD focuses exclusively on PMO and Project Management consulting. Corporate America is full of Accidental Project Managers running projects who haven’t been trained to be PMs. To help solve this problem THE PMO SQUAD is on the Leading Edge with PMO As a Service. PMO As a Service allows our clients to focus on their respective core competencies while THE PMO SQUAD delivers Project Management expertise. Contact Joe at 678-591-7868. Follow The PMO Squad on LinkedIn, Twitter and Facebook.

Where do PMO Leaders go for Information, Learning, Networking and Services? The PMO Leader community has “Everything You Need to Become a Great PMO Leader”. One PMO World, One Community! Learn more about The PMO Leader – www.thepmoleader.com

Tagged With: agile management, mental health, PMO, project management, Project Management Office, Transformation

Evolving and Inclusive: Iron Mountain Data Centers Supports Their Staff Their Community and the Planet E5

February 24, 2021 by Karen

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Phoenix Business Radio
Evolving and Inclusive: Iron Mountain Data Centers Supports Their Staff Their Community and the Planet E5
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Evolving and Inclusive: Iron Mountain Data Centers Supports Their Staff Their Community and the Planet E5

Iron Mountain Data Centers, is so much more than just a data center. IMDC is part of a larger global organization that supports their people, their community, and their global reach.
A strong culture is at the root of IMDC and it shines through the staff as well as Dan and Julia on the podcast. With Dan having been part of the company for 6 years and Julia for 8 months, they were both able to give their insight into the recruitment and onboarding of the company. Although, their onboarding took place at different times (Julia during the pandemic) the culture was able to show strong for both. A great culture begins before the onboarding process though.

Because IMDC has grown a strong culture of team members that care and feel connected to the overall mission, their people have become their best marketing and recruitment tool. A strong culture helps the bottom line, and while that isn’t the number one goal, it allows IMDC to lower the cost of recruitment and retention. It leads the company to be successful when their employees are happy and feel supported.

This conversation had so many highlights about the company and the things that they are doing to grow, not only the company, but their people and the communities where the data centers are located.

  • IMDC offers Management training to promote and grow its employees from within.
  • IMDC has focused greatly on sustainability and reducing their carbon footprint. With 100% renewable energy, they understand the need to be an industry leader, providing their customers with green power.
  • IMDC Cares is a program that launched in 2020 due to the continued desire to give back to their global communities. There is a large focus on STEAM organizations and providing students with the skills that need to be successful in the future.

This company is a great example of how amazing culture can help to grow the company, help the bottom line, and support new initiatives that support communities outside of the company. This podcast is great for leaders that are looking for new ways to support their team and their culture. This is also a great podcast to listen to if you are growing a start up company and need to see the examples of how a great culture can help the return and the bottom line of the company.

Iron-Mountain-Data-Centers

Iron Mountain Data Centers operates a global colocation platform that enables customers to build tailored, sustainable, carrier and cloud-neutral data solutions. As a proud part of Iron Mountain Inc., a world leader in the secure management of data and assets trusted by 95% of the Fortune 1000, we are uniquely positioned to protect, connect and activate high-value customer data.

We lead the data center industry in highly regulated compliance, environmental sustainability, physical security and business continuity. We collaborate with our 1,200+ customers in order to build and support their long-term digital transformations within our 3.5M SF global footprint spanning 3 continents.

Dan-Rattner-Iron-Mountain-Data-CentersDan Rattner is Chief of Staff/VP, Safety, Security, & Government Programs. Dan joined Iron Mountain in 2015 as part of Global Safety, Risk and Security. He spent his first year and a half working in the Boyers Underground, before relocating to Boston to oversee a number of GSRS functions, including safety and security for IMDC.

This summer, Dan took on the role of IMDC Chief of Staff. Prior to Iron Mountain, Dan held a number of senior positions in the public and private sectors. He started his career in the CIA, and later served as Senior Advisor for Homeland Security and Public Safety for the Commonwealth of Massachusetts.

Dan and his wife Martha own a farm in Kentucky where they breed and raise Thoroughbred and Arabian horses.

Julia-Kendall-Iron-Mountain-Data-CentersJulia Kendall has more than 20 years of experience executing high tech B2B marketing communication programs. Her key focus is developing strategic, collaborative and creative solutions to enable organizations to exceed sales and growth goals.

Most recently, Julia was the VP of Marketing for Cologix, where she helped them grow from a start-up company to a leading North American interconnection provider, including the integration of 10 acquired companies. Prior to Cologix, Julia was the Director of Marketing at Zayo (including zColo) and held leadership roles at several biotech companies.

Julia and her husband live in Louisville, CO with their 3 kids. They play all sorts of sports, enjoy traveling, scuba diving and all the outdoor activities Colorado offers.

Follow Iron Mountain Data Centers on LinkedIn.

About Culture Crush

Culture Crush is officially relaunched! We are thankful to Debra Caron who launched and hosted the show originally. Culture Crush is back with a new host but the same focus- highlighting what makes a great company culture and how it affects the overall success of a company.CultaureCrushKindraBanner2

Culture is not just a tag word to be thrown around. It is not something you throw in job descriptions to draw people to applying for jobs within a company.

According to Marcus Buckingham and Ashely Goodall in their book Nine Lies About Work, “Culture is the tenants of how we behave. It’s like a family creed. This is how we operate and treat each other in the family.”

On this long form podcast we will highlight companies local to Arizona and beyond that are crushing it with great culture!

We will talk with company leaders to learn about real-life experiences, tips, and best practices for creating a healthy work environment where employees are finding joy and satisfaction in their work while also striving and growing within the company.

About the Host

ABHOUTHOSTHEADSHOTKindra Maples is your new host taking the lead on the relaunch of Culture Crush! She is spartan racer, past animal trainer, previous magician’s assistant, and has a weakness for Oreo cookie shakes. Her journey working with people actually started working with animals as a teenager (don’t worry we won’t go that far back for her bio).

She worked for over 15 years in the zoo industry working with animals and the public. Her passion of working with animals shifted into working with people in education, operations and leadership roles. From there her passion of leadership and helping people develop has continued to grow.

Then came the opportunity for relaunching the Culture Crush Podcast and she jumped on it. Leadership, growth, and strong company cultures are all areas that Kindra is interested in diving into further.

Shout Outs

We want to thank a few people for their behind the scenes effort in helping this relaunch to come to life. James Johnson with Tailored Penguin Media Company LLC.– It is a small, but powerful video production company with a goal to deliver the very best by articulating the vision of your brand in a visually creative way. Gordon Murray with Flash PhotoVideo, LLC. -Flash Gordon has been photographing since high school and evolving since then with new products that will equip, encourage, engage, and enable. Renee Blundon with Renee Blundon Design – She is not only one of the best free divers (that’s not how she helped with the podcast) but she is great with graphics design and taking the direction for the vision that you have while also adding creative ideas to bring to your vision to life.

These are just a few of the folks that supported the relaunch of the podcast. If you would like to be part of the Culture Crush team or would like to support underwriting the show- please reach out: culturecrushpodcast@gmail.com

Tagged With: Data Centers, sustainability

Life and Business in Arizona E17

February 23, 2021 by Karen

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Phoenix Business Radio
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Life and Business in Arizona E17

On this episode of Collaborative Connections Radio Show and Podcast, host Kelly Lorenzen was on-air with featured guests Dillon Winiecki of Protect Property Inspections, Rochelle Poulton, owner of AZOwnIt and Sukki Jahnke, CMP with the Tempe Chamber of Commerce.

They talked about everything from the current real estate market in Arizona, to business advocacy, networking, marketing and more.

If you are thinking about buying real estate, a current business owner, and/or live or work in Arizona, check out this episode. It is filled with great business advice, real estate tips, and ah-ha moments about life and work.

AND if you are in need of a Realtor, Inspector or community to build your business, these guests are great referrals for you.

Sukki-Jahnke

Sukki Jahnke is a marketing professional with over 20 years of experience including a large focus on meetings, events, and tradeshows. She’s also been working in digital marketing from her very first full-time job including website work, advertising content, and layout, etc.

As VP of Marketing & Programs at the Tempe Chamber, Sukki helps oversee their communications, she manages events and facilitates five programs, including Women in Business, Business Owners Forum, Military Affairs Committee, Sustainability Committee. She also assists the Tempe Leadership Council, which is part of their foundation.

With a focus in the tradeshow and event industry, Sukki has earned her certification (CMP) Certified Meeting Profession from the Events Industry Council and in 2020, she was named the MPI Arizona Sunbelt Chapter “Planner of the Year”.

She serves as a volunteer committee chair for the MPI state chapter and also serves on an MPI Global Chapter & Membership Advisory Council as a sub-committee chair. She is also currently serving in her third year of the Tempe Sustainability Commission. Sukki frequently volunteers for TCAA. Recently she was accepted into the Luke Airforce Base Honorary Commander Program which will run through August of 2022.

Sukki’s past volunteer experience also includes serving on the board of directors for the Lake County Historical Society in Ohio and the Mentor, OH Planning and Zoning Commission.

Sukki has two amazing sons, Leo (29) and Addison (26). Leo is an audio engineer/musician and Addison is a sous and pastry chef.

Connect with Sukki on LinkedIn, Facebook, Twitter and Instagram.

PPI is a professional home inspection company based out of the valley area. They inspect all over Arizona, including up in Flagstaff. They are a one stop shop for all home inspection related services. protecthomeinspectorlogo

Beyond residential home inspections, they offer termite inspections, pool and spa inspections, sprinkler system inspections, sewer camera inspections, mold testing and more. They have 6 inspectors who inspect for a minimum of 3 hours per home.

Once finished inspecting, they provide an educational walk through of the home to the client and also provide a detailed and comprehensive report including photos, and recommendations. They are open 7 days a week and inspect on weekends and holidays. PPI’s inspectors are also all Certified through the international association of certified home inspectors. This certificate does not come easy and requires religious continuing education.

Dillon-Winiecki-PPIDillon Winiecki is the owner and lead inspector at Protect Property Inspections in Phoenix, AZ. He is also a professional firefighter. He has been around residential and commercial construction his whole life.

Dillon was born and raised in Flagstaff, and has lived in the Valley area for 6 years. Something that sets his inspection business apart from the rest is that they take the time to fully educate the client as to the condition of the home. They point out the good and bad, and educate on everything in between.

Dillon and his team cultivate an atmosphere of trust in every area of their company.

Follow PPI on LinkedIn and Facebook.

AZ Own It is your team of real estate experts. AZ Own It is owned by Mike and Rochelle Poulton, Realtors at Realty Executives – Uptown. We help people buy, sell, and invest in Arizona Real Estate. AZ-OWN-IT-Logo500x500transparent

The AZ Own It team has nearly two decades of experience in property management, investing in residential and commercial real estate, construction, lending, and real estate law.

Make your dream home a reality with AZ Own It. Find us online at azownit.com or call us at 480-400-1297.

Rochelle-Poulton-HeadshotRoundRochelle Poulton is a licensed Realtor, Attorney, Author, Public Speaker, and Entrepreneur. Rochelle is a full-time real estate professional at Realty Executives and owner of the AZ Own It team.

Rochelle is also part-time of counsel at Poulton & Noroian focusing on business consulting and real estate law. Rochelle was formerly owner of AZ Credit Law Group, PLLC, among other law firms and businesses through 2020 before deciding to scale back on focus on her passion for real estate.

Connect with Rochelle on LinkedIn and follow AZ Own It on Facebook and Instagram.

Through our work with the community, state and federal government, the Tempe Chamber of Commerce is committed to fostering a vibrant business community through advocacy, connection, and visibility on behalf of our more than 650 members.

About Collaborative Connections

Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business.  She hopes to build a stronger community one show at a time. KLM Consulting

About Our Sponsor

KLM Consulting is a business concierge and project management firm. They help small business owners and non-profits build, brand and brag about their businesses.

About Your Host

Kelly-Lorenzen-on-Phoenix-Business-RadioXKelly Lorenzen, CEO of KLM Consulting, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM Consulting on Facebook.

Tagged With: Arizona Home inspector, Arizona Real Estate Agents, AZ Real Estate, home inspection, Home inspector near me, Phoenix home inspector, Phoenix Realtor, Tempe Chamber of Commerce, What's my home worth

The Future of Mental Wellness at Work with Cherrie Lonkar E25

February 20, 2021 by Karen

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Phoenix Business Radio
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The Future of Mental Wellness at Work with Cherrie Lonkar E25

In this episode we are joined by Cherrie Vierra Lonkar, educator, counselor, mom of 6 and business owner. Cherrie shares her personal story and what drove her to start Branching Out Family Services. Our conversation provides insight on how she manages her own mental health while being a mother to 6 and running a large organization and ensures there are resources for her team.

Cherrie encourages leaders to embrace mental wellness as a part of the organization benefit plan. She also shares a concept of Community Care in addition to self care. This is a concept of showing people in our community that we care and are here to help. We discuss many examples of what that can look like in leadership. Cherrie also provides examples of ways to bring empathy in leadership. If you are a leader wanting to connect and care for your employees in a deeper way, tune in!

Branching-Out-Family-Services-logoBranching Out and their non-profit The Good Works Project work in tandem to provide life-changing support for Arizona’s most vulnerable children in the foster care and special needs communities.

Branching Out provides community-based developmental services, while The Good Works Project provides year-round programming to ensure that the most at-risk children get the support and community inclusion that they deserve, all while being hailed as one of the most fun organizations to volunteer with.

They have recently had the honor of becoming one of only a handful of organizations to be named a Qualifying Foster Care Tax Credit Organization by the State of Arizona.

Cherrie Lonkar is a stellar example of what a “Mama Bear” can do. Cherrie and her husband adopted three of their six young children through the Arizona foster care system. They subsequently discovered that their children had developmental disabilities.

While Cherrie was a beloved educator and counselor, her role as a mother called her into action. She joined forces with other mothers who were facing the same challenges that her family was and Branching Out was born.

Follow Branching Out on Facebook.

ABOUT THE FUTURE OF WORK: WATER COOLER CONVERSATIONS

Welcome to Future of Work: Water Cooler Conversations 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 background in marketing, in various for profit and not for profit companies, 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.

Kyle is the President and Creative Excitant of MAC6.  Day to day, his main operational role is on the “spaces” side of the business, focusing on creating thriving communities in the commercial office buildings, the co-working space, and the co-manufacturing space.  The other role that he plays is that of EOS implementer, working with clients to bring the Entrepreneurial Operating System, from the book Traction® to their businesses.  Additionally, he sits on the boards of Conscious Capitalism Arizona, telling the stories of good businesses in Arizona, and The Tempe Chamber of Commerce, sustaining Tempe’s quality of life and keeping our community and economy vibrant.TheFutureofWorkApplePodcastandSpreakerheader-1

Kyle loves Arizona and wants to see us all collectively find great success based on the awesome things that are happening here every day.

Follow MAC6 on Facebook and Twitter.

Jennifer-BurwellJennifer Burwell, joined MAC6 in 2013. Jennifer is their VP and Director of Programs.

She uses her experience in real estate, team development and management to seamlessly integrate each of the MAC6 business units to assure they are all focused on the long-term company vision. She is also a student of human behavior.

As a Certified Professional Behavioral Analyst, she uses her knowledge to facilitate culture-focused leadership programs with organizations of all sizes to integrate the company’s values and create higher-performing teams.

To learn more about MAC6 Communities, call 480-293-4075 or find them on 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: Branching Out, Family Services, The Good Works Project

Entrepreneurial Spirit E41

February 18, 2021 by Karen

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Phoenix Business Radio
Entrepreneurial Spirit E41
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Entrepreneurial Spirit E41

Having an entrepreneurial spirit was a common theme throughout this episode. Business owners should have a passion for their business and the drive to go out everyday to work hard and commit to achieving their goals. A lot of times, business owners don’t really know what they need to get there and that’s where Fasturtle can help. They commit a lot of time to learning about their clients upfront and know just the right digital marketing package to deliver the goods.

Eric was a wealth of digital marketing advice. He talks about the importance of engagement, tracking your results, and knowing when it’s time to make a change if results are matching the effort you put in. Listen to the episode to learn a few quick tips to improve your website.

Fasturtle-logo

Fasturtle is a leading provider of Digital Marketing Solutions; including website design, search engine ranking, and digital marketing strategy. We are an Arizona based, top 10 ranking internet marketing firm specializing in helping small-medium size businesses, non-profit organizations, and service industry professionals. Since 2000, we have successfully delivered the most innovative and cost effective tools to expand your brand online. Working with clients in many different industries we have the skills to develop revenue generating solutions while keeping your costs down.

Fasturtle has been consistently ranked one of Phoenix, Arizona’s Top 10 Website Design and Internet Marketing Companies by Ranking AZ and the Phoenix Business Journal. With over 14 years of experience, an “A+” Rating by BBB and numerous other design and marketing awards including the American Marketing Association 2012 Spectrum Award, we proudly offer the highest level of customer service and results oriented internet marketing solutions.

Fasturtle: Fast Turtle (N) /fast/ tur·tle /ˈtərtl/ – Many groups and cultures around the world symbolize the turtle as the wisest of all, good health, long life and protection. We at Fasturtle view our business integrity, operations model and scopes of work in the same light. We are committed to authentic, honorable, effective and long lasting business relationships with all of our clients. Our Fasturtle programs be it SEO Management, Email Marketing or Website Design are spearheaded and developed for long term sustainability.

Eric-Olsen-FasturtleEric Olsen is a serial entrepreneur; he has spent over 20 years in the website and digital marketing industry.

A national speaker, a frequent contributor to the Phoenix Business Journal, and a thought leader in the digital marketing space. His most important position is as a husband and father of three teenagers here in Phoenix AZ.

Follow Fasturtle on LinkedIn, Facebook, Twitter and Instagram.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioXAustin Peterson is a Comprehensive Financial Planner and owner of Backbone Financial in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter.

Austin and his wife of 21 years, Robin, have two children, AJ (19) and Ella (16) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

LandonHeadshot01Landon Mance is a Financial Planner and founder of YourFuture Planning Partners out of Las Vegas, Nevada. His firm came to life in 2020 after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of YourFuture Planning Partners to help business owners and their families. At YourFuture, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, YourFuture Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners.Your-Future-Planning-Partners-logo

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

About The Tycoons of Small Biz Sponsor

Whether you’re an established local company, or a brand new start-up, you can count on GBS to be a part of your family.

We’re not just any benefits consulting firm, we’re GBS. We have nearly 30 years of experience in group benefits, a strong sense of purpose and it shows.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Financial and Your Future Planning Partners are marketing names for registered representatives of Lincoln Financial Advisors Corp. CRN 3453141-021621

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Tagged With: digital advertising, digital marketing, social media marketing, website design, website marketing

The Future of Finance with Eric Skaff and Suzy Greenwood E24

February 16, 2021 by Karen

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Phoenix Business Radio
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The Future of Finance with Eric Skaff and Suzy Greenwood E24

On this Episode of the Future of Work we are joined by Eric Skaff, Managing Partner and Suzy Greenwood, Business Manager of Arizona Tax Advisors. We learn more about their entrepreneurial journey and how they strive to make the accounting and tax business more than just policies and endless documents. Arizona Tax Advisors takes pride in learning about each of their customers so they can provide the best advice and support for business owners.

If you are a business owner who is confused or overwhelmed by all of the changes in the tax code this year, you won’t want to miss this episode! Suzy and Eric walk us through some of changes and point out key things to think about. We also get Eric’s opinion on Crypto currency and accepting it as a form of payment. This episode is packed full of useful information for any business owner.

At Arizona Tax Advisors, clients always come first. They are a locally owned and operated accounting firm specializing in Small Business and Individual accounting, tax and bookkeeping services. Because every individual and every business is unique, they take the time to listen and learn about your situation. This personalized approach ensures the best possible results.

Initial consultations are always complimentary. They also review any prior year returns, prior year QuickBooks files, or financial statements upon request. From start-ups to established enterprises, their client relationships are built on trust. They aren’t just accounting and bookkeeping, they take pride in educating clients, watching them grow and succeed.

Eric-Skaff-Arizona-Tax-AdvisorsEric Skaff is the Managing Partner of Arizona Tax Advisors. He has been serving as an accounting and finance professional for over ten years. After graduating from the University of Nebraska, Eric moved to Phoenix, where he worked for a small public accounting firm. From there he relocated to Boston and spent several years as an accounting professional for a large international public accounting firm. Back in the Phoenix area again, Eric’s work is focused on his clients.

Through the years Eric has developed a solid network of resources in accounting, tax, and finance. This broadens his knowledge base and gives him access to other accounting and finance professionals.

He has specialized in small business solutions in both accounting and business analysis. He understands the complexities of starting and maintaining business in an ever-changing economy. Eric also has a full understanding of accounting, and has set up and maintained the books for many different clients. He includes training as part of his service so that business owners and operators have a full understanding of their operation. He has experience in preparing and filing tax returns for businesses and individuals, as well as sales tax returns, and quarterly and annual payroll returns.

Suzy-Greenwood-Arizona-Tax-AdvisorsSuzy Greenwood has over 30 years of business and management experience. Her career has been focused on customer service including creative problem-solving, training, daily operations and financial management.

Suzy served as the Chair for the Ambassador Committee, Tempe Chamber of Commerce; Chair for the Women In Business Council, Tempe Chamber of Commerce; serves on the Tempe Chamber of Commerce Board of Directors and is a member of the Tempe YMCA Advisory Board.

She was awarded the 2019 Volunteer of the Year Award from the Tempe Chamber of Commerce. Additionally, she has organized, facilitated and/or spoken at many seminars and workshops for Small Business Owners and Managers.

Follow Arizona Tax Advisors on LinkedIn, Facebook and Twitter.

ABOUT THE FUTURE OF WORK: WATER COOLER CONVERSATIONS

Welcome to Future of Work: Water Cooler Conversations 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 background in marketing, in various for profit and not for profit companies, 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.

Kyle is the President and Creative Excitant of MAC6.  Day to day, his main operational role is on the “spaces” side of the business, focusing on creating thriving communities in the commercial office buildings, the co-working space, and the co-manufacturing space.  The other role that he plays is that of EOS implementer, working with clients to bring the Entrepreneurial Operating System, from the book Traction® to their businesses.  Additionally, he sits on the boards of Conscious Capitalism Arizona, telling the stories of good businesses in Arizona, and The Tempe Chamber of Commerce, sustaining Tempe’s quality of life and keeping our community and economy vibrant.TheFutureofWorkApplePodcastandSpreakerheader-1

Kyle loves Arizona and wants to see us all collectively find great success based on the awesome things that are happening here every day.

Follow MAC6 on Facebook and Twitter.

Jennifer-BurwellJennifer Burwell, joined MAC6 in 2013. Jennifer is their VP and Director of Programs.

She uses her experience in real estate, team development and management to seamlessly integrate each of the MAC6 business units to assure they are all focused on the long-term company vision. She is also a student of human behavior.

As a Certified Professional Behavioral Analyst, she uses her knowledge to facilitate culture-focused leadership programs with organizations of all sizes to integrate the company’s values and create higher-performing teams.

To learn more about MAC6 Communities, call 480-293-4075 or find them on 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: Accounting, Bookkeeping, small business, tax advisor, tax return preparation

Above and Beyond — Prescott’s Support For Its Citizen Soldiers Earns National Accolades E5

February 12, 2021 by Karen

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Phoenix Business Radio
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Above and Beyond -- Prescott's Support For Its Citizen Soldiers Earns National Accolades E5

Above and Beyond — Prescott’s Support For Its Citizen Soldiers Earns National Accolades E5

Prescott is earning national recognition for its programs and policies supporting employees who serve in the National Guard and Reserves. Find out how this investment in “Citizen Soldiers” not only assists the troops, but pays dividends for the city and the services it provides residents.

Prescott Fire Chief Dennis Light and Prescott Firefighter Lance Mills share their stories as veterans and civil servants in this latest Arizona ESGR podcast. Prescott recently won a national Freedom Award from the Department of Defense and ESGR. It’s the highest award ESGR presents annually to employers of America’s Citizen Soldiers. It recognizes exceptional employer support, those who go above and beyond.

The City of Prescott is a full-service municipality serving a community of upwards of 46K citizens. We provide our services proudly and are pleased to be a fully supporting member of the Employee Service to the Guard and Reserve.

Today’s feature is to share our story of Lance Mills along with other citizen soldiers and airman and the corresponding support they receive from the city when deployed. The City of Prescott and specifically the Prescott Fire Department were recent recipients of the most prestigious Freedom Award during a presentation before the community in the fall of 2020.

Dennis-Light-Phoenix-Business-RadioXDennis Light is the Fire Chief with the City of Prescott whose professional credentials include being a graduate of the National Fire Academy’s Executive Fire Officer Program, Arizona State University Certified Public Manager and achievement of the much-coveted Chief Fire Officer.

In addition his formal education includes a Bachelors Degree in Public Safety Administration from Grand Canyon University (Deans List), Associates Degree in Fire Science and Aerospace Management Certificate through the Community College of the Air Force. Dennis also retired as a Master Sergeant/Fire Protection Superintendent from the US Air Force.

Lance Mills, Prescott Fire Fighter

About Your Co-Hosts

Dan-Irving-We-All-ServeDan Irving is Arizona State Chair of Employer Support for the Guard and Reserve. During a 38-year career in the Arizona National Guard, he served as the Arizona Air Guard’s Command Chief Master Sergeant and the senior enlisted advisor to the Arizona Adjutant General.

Today, Dan owns and operates Irving Management Solutions, a consulting company specializing in aviation Part 145 FAA repair stations.

Mike-Phillips-We-All-ServeMike Phillips is the public affairs director for Arizona ESGR. He is a Marine Corps veteran who spent a career in journalism and municipal communications.

Mike is a freelance writer and co-founder of the Arizona Baseball Legacy and Experience, an organization that celebrates the state’s rich baseball history.

About ESGR

Employer Support of the Guard and Reserve is a Department of Defense agency run almost entirely by volunteers. Its mission is to support Citizen Soldiers and those who employ them. It seeks to promote a culture in which all American employers support and value the military service of their employees.

About the “We All Serve” Podcast Series

Members of the National Guard and Reserve are making a difference every day near home and around the world. The ESGR podcasts celebrate that service and the employers who support our “Citizen Soldiers” and their vital contribution to our national defense.

ESGRpodcastlogo

Bonus Mentorship Panel E6

February 11, 2021 by Karen

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Phoenix Business Radio
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Bonus Mentorship Panel E6

AGILE DATING?! Don’t miss out on an interesting topic on the importance of mentorship. These amazing women discuss their thoughts on the idea of mentorship and their journey throughout the agile workforce.

What does mentorship mean to you? Why is it relevant for all stages in life? The conversation we had amongst these incredible women is one to not miss. No more struggling to find the confidence to go and do what you always wanted to do, this episode has the motivation you need!

Deepti-JainDeepti Jain is an Agile practitioner, experienced in creating, leading, and managing Agile teams in a distributed setup. She is an active Agile community builder in India and loves to connect and interact with people and prefers to call herself a Social Scientist. Always feel herself where technology meets people.

Based out of Gurgaon, she is very Agile to work with International and National Clients. To get access and share Agile abundance she founded “AgileVirgin” in 2015. In addition to Consulting, Coaching, and Training, AgileVirgin also runs Countrywide Community of Practices. It’s flagship programs & initiatives are AgilityToday, Agile-A-Thon, Funconf, Change Agents Summit, Elucidate, Agile Coach Camp, Agile Career Bootcamp, Narrathon, Agile Job fair and Women-in-Agile-and-Tech. Further Women in Agile and Tech runs Global Mentorship Program, Dream Big, Visuallect, Gamify it, Unleash Yourself and Agility A2Z. AgileVirginLogoTransperant.jpg

Deepti Jain has served Agile Alliance as Initiative Director for the initiative “Building Future Leaders and Change Agents”. This initiative helps India meet the need to grow Lean-Agile Leaders and Change Agents who can shape the culture of the country and help its industries achieve a true Agile Mindset. Keeping India at the focal point, this initiative establishes a cultural exchange and growth platform for people across the globe.

Expanding her canvas this year, Deepti Jain joins Agile Alliance in a new capacity as India Agile Community Development Head.

You can connect with her over one of the following channels:
Email: deepti.jain@agilealliance.org
LinkedIn: https://www.linkedin.com/in/dee-j/
Twitter: https://twitter.com/agilevirgin

logokardiaadvisory

Kardia Advisory Group, a niche management consultancy, envisions a world where every organization has talented, socially conscious, and innovative teams that honor diversity, equity and inclusion.

Their dynamic team of advisors are committed to building a better world and workforce by helping industry leaders cultivate anti-racist, high- performing, and inclusive cultures that deliver innovative solutions and quality products and /services.

Denisha-JenkinsDenisha Jenkins is the founding Chief Executive Officer of Kardia Advisory Group, a niche management consultancy that focuses on cultivating inclusively diverse organizations.

As a purpose driven entrepreneur, trauma informed speaker and IDEA (inclusion, diversity, equity and access) strategist, Denisha is on a mission to restore humanity within communities – one leader at a time. She has been developing talent, designing leadership programs, and facilitating workshops on anti-racism, implicit bias, intercultural communication and innovation within the education, healthcare, manufacturing, economic development (and now travel and tech) industries for the past 15 years.

She holds a masters in Intercultural Relations, Consulting and Management and a bachelor’s degree in International Affairs and Development. Denisha has lived and studied intersectionality and how beliefs impact the systems we create and how we navigate them. Having travelled to over 17 countries, Denisha is deeply invested in hearing, elevating and sharing stories as a way to increase empathy and activate change. She is a 2016 Leadership Austin Alum and serves as the Vice President Board Member for the Institute for Diversity and Civic Life.

While candid discussions on race, gender, ability and religion are challenging, Denisha is known for her uncanny ability to disarm, affirm and equip leaders with the tools they need to identify, understand and transform harmful bias, so they can confidently lead with integrity and “create spaces where people can thrive.”

Connect with Denisha on LinkedIn, Facebook and Instagram.

asu-logo

Arizona State University is a public research university on five campuses across the Phoenix metropolitan area, and four regional learning centers throughout Arizona. ASU is one of the largest public universities in the US and ranked #1 in Innovation by US News for 6 years in a row. ASU Preparatory Academy is a network of 5 charter schools, K-12, under the umbrella of Arizona State University.

Karina-JonesKarina Jones is the Director of Information Technology for ASU Preparatory Academy.

Karina is a PMP certified Project Manager and CSM certified Scrum Master. Her focus is on developing structure out of the most complex and innovative operations and projects.

In addition to her strong background in Computer Science and Mathematics, she holds a Masters of Nonprofit Studies from Arizona State University and a Masters in Business Administration from the University of Murcia, Spain.

She came to Arizona State University in 2012. Before ASU she worked for Procter & Gamble Latin America where she occupied diverse regional leadership roles in Information Technology for Latin America. She is originally from El Salvador but while working for Procter & Gamble she lived in Mexico city and Guatemala.

Connect with Karina on LinkedIn.

Ad-Meliora-Logo-Side-By-Side-Full-Color

Ad Meliora Coaching is a boutique coaching and consulting practice that provides personal, organizational, and leadership coaching.

Erin-RandallFounded by Erin Randall, a longtime agile, coactive, and ORSC-trained coach, Ad Meliora Coaching has a deep passion for helping both people and organizations transform from humdrum to remarkable. She grounds her work in foundational, humanist principles, coaching people and teams alike to greater group cohesiveness.

Ad Meliora Coaching has helped engineering, mining, software development, and non-profit organizations make the hard, necessary changes to move forward. Transformation is an inside job, and great coaching can help you to get there.

Erin is a longtime agile, coactive, and ORSC coach with a deep passion for serving people, teams, and organizations. Through her work with her coaching and consulting practice, Ad Meliora Coaching, she helps her clients to find the pain points and then reimagine a new way forward. Her goal in all that she does is simple: happy people doing great work.

Erin lives in Austin, Texas, and can often be found in bookstores, on hiking trails with her dogs, or at one of the Agile Coaching Circles (she’s one of the co-founders).

Connect with Erin on LinkedIn.

CarpeDiemfinal1

Yvette Francino, LLC provides coaching, training, workshops, and technical writing in the areas of Agile leadership, software development, and personal self-development.

Yvette-FrancinoYvette Francino has enjoyed a long career as a leader and coach in the leadership and Agile software development.

She’s an independent consultant and coach providing education to help leaders, teams, and individuals be happier and more productive, both in their personal and professional lives.

Connect with Yvette on LinkedIn, Facebook, Twitter and Instagram.

About The Lurnist – Celebrating Women in Agile

We highlight fantastic women who are doing great things in the Agile field, all the while creating role models to inspire young women in high school and college to want to have a career in Agile.TheLurnistShowPromotingWomeninAgileDebraandLauryn

Who do you know that leads scrum teams? Builds great products as a product owner or product manager? Coaches leading agile transformations? Or, is an agile teacher or trainer? We’d love to get to know her with the hope to feature her story and journey to success on The Lurnist Radio Show & Podcast.

About Your Co-hosts

Debra-Hildebrand-on-Phoenix-Business-RadioXDebra Hildebrand is the Founder and CEO of LurnAgile and has over 20 years’ experience in project management; including consulting and training in the public and private sector and teaching in higher education.

She is one of the architects for the Project Management Certification program at the University of Washington, where she received the Team-Teaching Excellence Award and currently instructs in the online portion of the program. Additionally, she developed and currently teaches traditional and agile project management courses at Stanford University.

Her passion projects include Celebrating Women in Agile through her Business RadioX Show, The Lurnist Show, and helping veterans transition into meaningful careers in project management after service disconnection through her work on the board of Veteran Project Manager Mentor Alliance (VPMMA).

She is a certified SAFe Program Consultant (SPC 5.0), Project Management Professional (PMP) from the Project Management Institute and has an MBA from Columbia Business School in New York, NY.

Co-hostLaurynJenneHeadshotLauryn Jenne is a senior student at University of Washington Bothell (UWB), majoring in Management Information Systems with a minor in Computer Science IT. Lauryn currently works for UWB School of Business and is also the Digital Marketing Manager at Veteran Project Manager Mentor Alliance (VPMMA), a non-profit that assists veterans and military spouses in gaining careers in project management.

Additionally, she is the Vice President of Fundraising for Delta Sigma Pi, a professional business fraternity at the University.

Lauryn aspires to work for an organization as  a project manager and eventually create her own brand and startup company.

Lauryn currently lives in Seattle, WA

About Our Sponsor LurnAgile

LurnAgile is a Boutique, Woman Owned Small Business that delivers top quality Agile Certification courses and Agile Coaching.  We are a Scaled Agile Silver SponsorLurnAgileLogoTransformation Partner, which shows our clients that we have invested in and are committed to the Scaled Agile training standards and coach offerings.

Each of our team of Elite coaches/instructors have over 10 years of leading and coaching Agile Transformations in some of the largest Fortune 100 and 500 companies in the world. This means that your organization is learning from someone who has “been there and done that”.

 

Tagged With: Agile, Agile coach in Boulder, Agile in everyday life, Antiracism, Arizona State University, ASU Preparatory Academy, Carpe Diem Connections Podcast, Carpe Diem Day, D&I in Austin, DEI in Austin, Denisha Jenkins, diversity and inclusion, Diversity Speakers, Diversity Training, Equity Consultant, Inclusion Consultant, Kardia Advisory Group, Super Carpe Diem Woman

Did I Mention We Work With David Robinson E40

February 11, 2021 by Karen

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Phoenix Business Radio
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Did I Mention We Work With David Robinson E40

RedNest Partners is a private investment firm investing exclusively in small, privately-held companies. With more than 25 years of experience investing in, supporting, advising, owning & operating small businesses, they have a strong appreciation for the opportunities and challenges faced by these entrepreneurs.

Dave Krasne has a knack for engaging the audience about really important topics and at the same time making things very interesting. He shares some great insights about what independent sponsors are looking for in deals, as well as Red Nest’s unique approach to working with entrepreneurs and their companies.

RedNest Partners is a private investment firm investing exclusively in small, privately-held companies. With more than 25 years of experience investing in, supporting, advising, owning & operating small businesses, we have a strong appreciation for the opportunities and challenges faced by these entrepreneurs. RedNest-Partners-logo

We employ a patient approach aimed at building sustainable businesses with long term growth prospects. Short term decision-making and chasing quarterly results run contrary to building real value. RedNest supports management teams in delivering value for all stakeholders in a business: customers, employees, managers, and investors.

Dave-Krasne-RedNest-PartnersDave Krasne has spent the bulk of his career evaluating and executing principal investments, as well as developing strategy and executing as an operator and board member of small companies. Prior to founding RedNest Partners, Dave led deal teams in executing transactions, as well as developed and implemented strategic initiatives as a portfolio company director at The Riverside Company, a large, lower middle market private equity firm.

Prior to joining Riverside, Dave was Chief Operating Officer at Professional Sports Publications (PSP), the largest publisher of game day programs for professional and collegiate teams and events in the U.S. Before PSP, Dave was a Principal in Merrill Lynch’s Global Private Equity division, where he executed a variety of principal investments, monitored portfolio companies and exited investments.

Prior to receiving his MBA, Dave worked in Investment Banking at Merrill Lynch executing mergers, acquisitions and corporate finance transactions for clients in the Technology and Financial Services industries. Dave earned a BS in Finance from Penn State University and an MBA from The Anderson School at UCLA.

Connect with Dave on LinkedIn.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioXAustin Peterson is a Comprehensive Financial Planner and owner of Backbone Financial in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter.

Austin and his wife of 21 years, Robin, have two children, AJ (19) and Ella (16) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

LandonHeadshot01Landon Mance is a Financial Planner and founder of YourFuture Planning Partners out of Las Vegas, Nevada. His firm came to life in 2020 after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of YourFuture Planning Partners to help business owners and their families. At YourFuture, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, YourFuture Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners.Your-Future-Planning-Partners-logo

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

About The Tycoons of Small Biz Sponsor

Whether you’re an established local company, or a brand new start-up, you can count on GBS to be a part of your family.

We’re not just any benefits consulting firm, we’re GBS. We have nearly 30 years of experience in group benefits, a strong sense of purpose and it shows.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Financial and Your Future Planning Partners are marketing names for registered representatives of Lincoln Financial Advisors Corp. CRN-3434436-020221

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Tagged With: Independent Sponsor, mergers & acquisitions, Principal Investor, private equity

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