Karen, Author at Business RadioX ® Page

The Power of Data E20

September 17, 2020 by Karen

Phoenix Business Radio

The Power of Data E20

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The Power of Data E20

Eric Walker, Founder of The Next Step Agency, has valuable insight and a fresh take on how businesses can take “the next step” to move their business forward.

Small business owners have to pick the right first step and big data helps in that process. The power of data is that it’s the link to make smarter decisions from the start to save time and money, and also provide a competitive advantage.

Eric also discusses his book, 7 Simple Strategies for Outstanding Leadership, which is a relatable and visual guide to leadership. Most business owners can relate at some level to the stories and hopefully learn a lesson or two in leadership and investing in human capital.

One of the most important tips Eric discusses is the importance of human capital and how our communities are more important than success. We have to be able to invest in others as well as ourselves.

There are two key ways to elevate our human capital, especially during these new and changing work environment: communication is key and invest in technology. Listen to the episode to hear more about how to implement these strategies.

The Next Step Agency is a management consulting firm based in Arizona specializing in people, process and technology. They work with companies of all sizes, helping to provide innovative solutions to complex problems.

Eric Walker is Founder and CEO of The Next Step Agency consulting firm. His background includes leadership positions with several large organizations, and advising technology startups.

He has blended his 15 years of business building methodologies, techniques and strategies to develop his own approach to leading others on their journey of entrepreneurship.

Eric has earned both an MBA and MS, and holds several industry certifications. He lives in sunny Arizona, and enjoys hiking, writing, and discussions about sports cars.

Connect with Eric on LinkedIn and follow Next Step Agency on Twitter and Instagram.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts, Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Austin 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.

Landon 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.

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 business conducted through Lincoln Financial Advisors Corp. CRN-3221604-082820

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.

Don and Dina Ortiz with DEO Entertainment

September 14, 2020 by Karen

Phoenix Business Radio

Don and Dina Ortiz with DEO Entertainment

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Don and Dina Ortiz with DEO Entertainment

DEO Entertainment Group is the corporate home to the Dina Preston Band, DEO Speaks, and DEO Publishing.

From performing as a street musician to meeting and starting with only 31 cents in their pockets collectively, Dr. Dina Preston-Ortiz and husband Don Ortiz have successfully performed in 43 countries and 26 global tours without management or record deal.

By working with the Department of Defense Armed Forces Entertainment Division, U.S. State Department, and Fortune 500 companies they bring a message of how-to guide and lead SUCCESS in dynamic environments.

Dina and Don are passionate about entrepreneurial thinking. As international speakers, they enjoy sharing their expertise on how to launch and grow companies in environments of constant change. They love coaching on how to capitalize on the unknown while finding solutions in difficult situations and growing the bottom line organically.

As global award-winning musicians, entrepreneurial leadership experts, speakers, and workshop moderators- Dina and Don bring a message of how-to guide and lead SUCCESS in dynamic environments!

Connect with Don and Dina on LinkedIn, Facebook, Twitter and Instagram.

We Are All Entrepreneurs Believe It Or Not E7

September 11, 2020 by Karen

We-Are-All-Entrepreneurs-Believe-It-Or-Not-feature

Phoenix Business Radio

We Are All Entrepreneurs Believe It Or Not E7

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We Are All Entrepreneurs Believe It Or Not E7

In this episode, Chris Yap featured the Best Seller Author, Investor, and Professor, Sid Mohasseb, also known as the Entrepreneur Philosopher. Sid made a strong point that all human beings are innately entrepreneurs. What we do with this natural ability depends on which Personal Entrepreneurship Philosophy we identify ourselves with.

Everyone, I mean EVERYONE, regardless of age, race, or occupation must listen to this episode as Sid will enlighten us that we are all in fact, entrepreneurs and that we all have the ability to exchange our available resources for something better that we desire.

Sid Mohasseb is known as The Entrepreneur Philosopher. He is a published author, serial entrepreneur, venture investor, university professor, innovation leader, business thought provoker and public speaker.

At 16 he migrated to US without his family, at 21, he started and later sold his first company while at collage. At 25, he taught comparative Eastern and Western philosophy. At 27, he became the youngest partner of a national management consulting. During the next two decades, he supported large scale acquisitions and acted as principal investor in middle market companies leading company turnarounds. He also founded and led several early-stage and hyper-growth companies from inception to acquisition.

Sid has served on the boards of over a dozen profit and non-profit companies. He has logged thousands of hours developing strategies for various enterprises and working with board members and management to execute. As a teacher, he has taught Strategic Management, Corporate Finance, Venture Capital, Negotiation and Data Analytics to MBAs at USC, Chapman, and UCI.

As a professional fund manager and angel investor, Sid has mentored dozens of entrepreneurs, met with hundreds of start-up companies, and reviewed countless business plans. As a management consultant and board member, he has advised corporate leaders across a wide spectrum of industries and scale. As an author (The Caterpillar’s Edge), adjunct professor, a venture capitalist, a few times over corporate CEO, former Strategic Innovation lead in Strategy for a conglomerate, a Harvard trained negotiator, a veteran board member and a featured TED Speaker, Sid’s real expertise is in connecting theory and reality and helping people see the bend in the road ahead and make visions a reality.

Connect with Sid on LinkedIn, Facebook, Twitter.

About From Zero 2 Revenue

FROM ZERO 2 REVENUE is an avenue for successful entrepreneurs around the world to tell their stories on how they transformed their vision into reality. We’ll learn about their products and services; and, the passion and character behind the leadership of the organization. The show is designed to inspire and encourage struggling and future entrepreneurs to pursue their entrepreneurial dreams.

At the end of each episode, our listeners can expect plenty of takeaways! As the late Stephen Covey said, “All things are created twice – first in the mind, then in reality”.

About Our Host

Chris Yap is a seasoned BPO executive with over 17 years experience in the industry. Chris came to the US in 2005 to actively promote the Philippines, a preferred outsourcing destination of the world. In doing so, Chris was able to help generate over 40,000 jobs in the Philippines for companies like Dell, Covergys and West Teleservices, which are now consolidated with other large BPO companies in the world.

Chris has been happily married to Eizel for over 16 years and is blessed with 3 wonderful boys. In addition to his passion for business, Chris is also very passionate about helping to solve the child poverty problem. He is doing this by partnering with Food For The Poor where his company sponsors the feeding of children ages 5 and below on a monthly basis.

Connect with Chris on LinkedIn.

About Our Sponsor

Gabtech Global is a business process outsourcing company based in Glendale, Arizona with a fulfillment center in Bohol, Philippines.

Gabtech Global specializes in providing affordable outsourced customer support, after hours and overflow call center services, link building and Virtual Assistant Services.

They work with companies making $100,000 a year in revenue to companies making $100,000 a day in revenue.

Black Funding Matters E6

September 11, 2020 by Karen

Phoenix Business Radio

Black Funding Matters E6

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Black Funding Matters E6

This episode of Racism in Small Business and Arts focused on funding issues for people of color with businesses in the arts space. Tobie Stein, Author, Racial and Ethnic Diversity in the Performing Arts Workforce, and sociologist provided insight into the issues with mind-numbing data showing the inequity in funding, and insight on solutions. Toni Yuille Williams, of talk show Brooklyn Savvy is not stranger to the massive barriers experienced by African-Americans in the arts, and why the arts are critical to EVERYONE.

Regular panelist, and owner of Emerson Theater Collaborative and The Sedona Arts Academy, Camilla Ross, shares her trials and tribulations preventing her from growing her theater company. Camilla’s shows center around the exact issues we experience as a society as a whole from suicide to historical pieces, such as Harriet Tubman. When audiences walk away from a performance, the economic ripple continues for the local communities. Karen Loomis, of No Moss Brands included similar statistics experienced in other industries for African-Americans. Listen. Reflect. Act.

Brooklyn College is a four year college and graduate school and part of the City University of New York college system.

Tobie Stein, Ph.D. is a two-time Fulbright Specialist (Israel and Taiwan), a member of the Diversity Scholars Network at the National Center for Institutional Diversity, University of Michigan, and a member of the American Sociological Association.

She is the author of five books, including Racial and Ethnic Diversity in the Performing Arts Workforce (Routledge 2020) and Leadership in the Performing Arts (Allworth Press (2016).

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

Antonia (Toni) Yuille Williams is the director of Regional and Community Affairs, Corporate Affairs for Con Edison Company of New York, Inc. In this capacity she develops the strategic direction for the Brooklyn Public Affairs department, of one of the nation’s largest investor-owned energy companies. Her responsibilities include government relations, corporate community relations, media relations, employee communications, volunteerism, and special events.

Toni joined Con Edison in 1988 where she was Manager of Public Information, shortly thereafter; she was promoted to the Director of Public Affairs position with the Company. Before joining Con Edison, she was the founding Director of the Human Resources Administration’s first Voucher Day Care Program. In that capacity, she was responsible for the administration of an $8 million dollar day care reimbursement program. The Citywide program included 140 private day care centers throughout the 5 boroughs, which provided thousands of families with subsidized day care.

Toni is the creator, on air personality and executive producer of Brooklyn Savvy, a Talk Show which airs three times a week on NYClife channel 25. NYC Media is the official TV, radio and online network of New York City informing, educating and entertaining New Yorkers about the City’s diverse people, and neighborhoods, government, services, attractions and activities. Brooklyn Savvy explores topical issues related to women. She has developed a library of content of over 250 episodes, and has a very active social media presence. As a result of this work, Mayor Michael Bloomberg’s Commission of Women’s Issues honored Toni at their Annual Women’s History Month Program in 2011 for her part in shaping the dialogue around women’s issues. Her video was screened in NYC taxicab fleets. Mrs. Williams also received a Telly Award for excellence in community programming for her work on The Brooklyn Reporter Roundtable.

Toni is involved in many community activities. Currently, she is on the boards of the Brooklyn Public Library, Brooklyn Navy Yard Development Corporation, Federation of Protestant Welfare Agencies, Brooklyn Chamber of Commerce, Bedford Stuyvesant Restoration Corporation, The Brooklyn Arts Council, BRIC Art Media, New York City Technical College Foundation Board, American Heart Association-Brooklyn and The Brooklyn Center for the Performing Arts at Brooklyn College. She was also appointed to the Mayor’s Panel on the Role of Brooklyn in the 19th Century Abolitionist Movement. She is a member of the Brooklyn Chapter of the Links and she is the Former First Vice President of Jack & Jill of America Brooklyn Chapter.

Toni is the recipient of numerous community award recognitions. The former Borough President of the Borough of Brooklyn Marty Markowitz awarded her with the highest honor a leader can receive the“Outstanding Brooklynite Award,” given only to those who have made an outstanding contribution, and provided exemplary service to the Borough. She is the recipient of the prestigious Corporate Citizen of the Year Award from the Brooklyn Chamber of Commerce, Progressive Democratic Political Association’s Woman Leadership Award, Top Women in Business, Schneps Communications, the Community Leadership Award from Brooklyn Borough President Marty Markowitz, the Corporate Cultural Leader of the Year from 651 Arts, the Community Service Award from Church Women United, the Business Leader of the Year Award, from the National Negro Business and Professional Women’s Club, the Community Capacity Builders Award from the Technical Assistance Center, and the Community Service Award from the Church of St. Luke and St. Matthew.

She was one of the Grand Marshal’s for the West Indian Day Carnival Association’s Labor Day Parade. She was the recipient of the Council of Jewish Organizations Community Service Award. The Harlem YMCA’s Black Achievers’ in Industry Award, the National Caribbean Review, Women of the Year Award, the Junior League’s Most Spirited Brooklynite Award, YWCA’s Woman of Distinction Award, Directions for Our Youth, Navigator of the Year Award, The Hospice of Greater New York Community Leadership Award, NYPD – 88th Precinct Council, Community Leadership Award, The Passover Spectacular’s Community Vision Award and many others citing her contributions to the Borough.

Toni has been featured in numerous articles in Our Time Press, Harlem Times, Brooklyn Spectator, Courier Life Publications and Industry Magazine. She has presented at conference workshops, and seminars.

Toni graduated Summa Cum Laude from the University of Massachusetts in Amherst and completed a graduate degree in Health Services Administration from the University of Michigan at Ann Arbor and completed certificate programs in Corporate Community Relations and Social Responsibility at Boston College and Community Negotiations at Harvard University. Toni has also served in an academic staff position at the University of California at Berkeley. She is an Adjunct Professor at St. Francis College. Toni is a graduate of the American Academy of Dramatic Art.

Connect with Toni on LinkedIn and follow Brookly Savvy on Facebook, Twitter and Instagram.

The Emerson Theater Collaborative (ETC) is a 501(c)(3) non-profit organization whose mission is to serve youth, under-represented communities and artists with an emphasis on diversity, by producing innovative and thought-provoking theater both in southeastern Connecticut and Sedona, Arizona. One such example is a wonderful play called Vivian’s Music 1969 by Monica Bauer that was a featured program at ETC in February 2020.

Camilla Ross is the President and Chairman of Emerson Theater Collaborative, Inc., Producer and Actress (Portray’s Harriet Tubman – Harriet Tubman’s Dream written by Lisa Giordano). She is also the President and Chairman of the Sedona Arts Academy.

“To be a catalyst for social change is really where it’s at for me,” Camilla said. “I believe theater should always be a venue for social change. I love the art of live theater and love what it does to the human soul and spirit. It moves us to look at life differently. To leave off the rose-colored glasses and really see the human condition.”ETC is a shining example. Founded in 2008 to give voice to actors’ innate talent for character development, Camilla has since produced more than 20 inspired, original performances. Emerging and professional cast and crew have blossomed under her guidance. And together they’ve created profound, can’t-ever-forget shows that illuminate social issues, and transform audience curiosity into concern and action.

Camilla has a deep well of experience and mentorship to tap into for her ETC roles—from her days at Emerson College and then in regional theaters and commercials. Among her favorite portrayals? Capturing the heart, spark, and essence of Harriet Tubman in the one-woman show Harriet Tubman’s Dream. Camilla is also deeply involved with youth, their visions for social change, and the desire to see the world as a stage of peace. To that end, she’s a tireless advocate for children and adults with Asperger’s Syndrome. She gives kids and teen real-life theatrical experience through ETC’s Summer Youth Program and enlivens their eagerness to learn about the history and genuine heroes through ETC’s school programs. Camilla is a steadfast suicide prevention advocate too, helping teens and adults avoid this tragedy and move forward to a happier, more positive future.

Camilla has taught business courses part-time at Three Rivers Community College since 2005, Sat on the Emerson College Alumni Board for ten years, and is past president of the Connecticut Alumni Chapter. In May 2014 Camilla was honored by the Writer’s Block of New London, Conn., for her past work as an instructor. In June 2013 she was named Woman of The Year by the Women’s Network of Southeastern Connecticut, and she’s been featured in many periodicals for her community service. In 2019 Emerson Theater Collaborative was nominated as Collaborator of the year in Sedona AZ. A veteran of the U.S. Navy and member of Kappa Beta Delta, Camilla earned her BA in Performing Arts: Acting from Emerson College in 1985 and her MBA in Finance from Baker College in Michigan.

Connect with Camilla on LinkedIn and follow ETC on Facebook, Twitter and Instagram.

Karen Loomis, Oracle and Founder of No Moss Brands, is no stranger to the impact of racism; not only in her personal life, but professional life as well. In 2000, Karen moved from Spokane, Wa to Phoenix, AZ to find better opportunities as promised by the fifth largest city in the U.S. With only 2% AA, Spokane proved to be a challenging environment, as is Phoenix, with only 6% AA.

Karen has never shied away from the many barriers racism presented. She has always felt her extensive education and professional experiences could overcome these often invisible challenges.

Unfortunately, institutional racism has proven to be too big of a hurdle for one person to take on. Using No Moss Brands as the vehicle, Karen will use her voice to open the eyes of others who are willing to join all People of Color on this journey to change. You in?

Connect with Karen on LinkedIn and follow No Moss Brands on Twitter and Facebook.

Derrick Mains with Phat Scooters

September 11, 2020 by Karen

Phoenix Business Radio

Derrick Mains with Phat Scooters

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Derrick Mains with Phat Scooters

Phat Scooters manufacturers the coolest low speed electric vehicle on the market. Self Balancing and easy to ride., the Scooters can go as far as 50 miles on a single charge and up to 20MPH.

With 5 different models and unlimited customization its no wonder that Phat boasts Hollywood elite, Hall of Famers and the top brands in the world as there customers.

Derrick Mains is a proven serial entrepreneur and experienced executive with extensive knowledge of turn-arounds, startups, and improving operational efficiency in organizations of all sizes.

He has deep experience in software creation and implementation, sustainability, sales management and business development, marketing, gamification of business processes, mobile app development, Internet of Things (IOT) products and software, outsourced manufacturing, licensing, finance, fund-raising, traditional and virtual reality game development and controls, content creation, logistics and supply chain management.

Connect with Derrick on LinkedIn and follow Phat on Facebook, Twitter and Instagram.

You Don’t Know What You Don’t Know E19

September 10, 2020 by Karen

Phoenix Business Radio

You Don't Know What You Don't Know E19

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You Don’t Know What You Don’t Know E19

Tune in to hear Alison Claerhout and Tom Goodman discuss valuable business tips and what they’re doing differently than other business leaders and why.

Claerhout and Goodman are passionate about what they are doing, but more importantly how they are doing it to make sure that they are the best they can possibly be in their field. If you are trying to grow or improve your business, you won’t want to miss this episode.

Arizona Tile & Stone Specialist is a family owned and operated company that has been serving the Phoenix Valley since 2001. They offer tile and grout cleaning and sealing services, and their specialty lies with restoring natural stone surfaces such as Travertine, Marble, Slate, Granite, Flagstone, and Limestone. Through honing and polishing with state of the art diamond pads, their highly skilled technicians can bring your flooring, counter tops, showers, and pavers back to life, and for a fraction of the cost to remove and replace.

Before becoming owner of Arizona Tile & Stone Specialist, Alison Claerhout served as the Director of Philanthropy for a bio-tech non-profit that restored sight to more than 8,000 people each year through corneal transplantation.

Responsible for fund development and community education, she chaired multiple non-profit boards, organized outreach campaigns, and managed a team of staff and volunteers, in conjunction with community partners, to bring awareness of eye, organ and tissue donation throughout the state of Michigan.

Claerhout holds a master’s degree in Administration and a bachelor’s degree in Integrative Public Relations, both from Central Michigan University. Her fields of specialty include marketing, event planning, management, and process improvement. Vistage is an organization that Austin Peterson and his current guests are members of. Vistage is not affiliated with Backbone Financial, YourFuture Planning Partners, or Lincoln Financial Advisors Corp. CRN-3232551-090820A

Vistage is the world’s largest CEO executive coaching and peer advisory board organization, with over 24,000 members worldwide. Executives join Vistage groups to connect with other high-performing presidents & CEOs to help them become better leaders and accelerate their company’s growth and profitability.

Vistage members do three things differently compared with other CEOs and business leaders:
1. They step away from their day-to-day duties on a regular basis to think about and focus on their business, rather than work in their business. They get out of the weeds and are able to focus on strategy.
2. They connect with other leaders in like roles and share learnings to help each other make important, more informed decisions. They become better decision-makers and are more confident in the decisions they make.
3. They are constantly looking for outside perspectives for new and innovative ideas to bring into their businesses.

Vistage peer advisory boards work: a D&B study showed that Vistage member companies grew on average 2.2x faster than did other similarly-sized companies.

Before becoming a Vistage CEO Chair, Tom Goodman founded and led two technology companies that spearheaded commercialization and business development for clients ranging from start-ups to Fortune 500 companies; frequently he embedded with the clients’ executive teams to develop and implement successful growth strategies for business, technology and manufacturing.

Prior to focusing on his passion for developing executives and their businesses, Goodman performed in a wide range of roles from R&D, product & process engineering and manufacturing, to sales & marketing and management. He was worked extensively developing international businesses and markets, particularly in Asia.

Goodman holds Master’s and Bachelor’s Degrees in science and engineering. His fields of specialty include business consulting, international business, product development, strategic development and technology. Vistage is an organization that Austin Peterson and his current guests are members of. Vistage is not affiliated with Backbone Financial, YourFuture Planning Partners, or Lincoln Financial Advisors Corp. CRN-3232551-090820B

Connect with Tom on LinkedIn.

About the Show

About Your Hosts

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

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.

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

Starting and Growing a Business EP 22

September 9, 2020 by Karen

Phoenix Business Radio

Starting and Growing a Business EP 22

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Starting and Growing a Business EP 22

Lawgitimate “Starting and Growing a Business” hosted by Mike & Rochelle Poulton included a panel of amazing business owners Kelly Lorenzen, Irene Ploski, Annie Cavanagh, and Kenyatta Turner. We covered a lot of great topics like hiring employees, startup costs, the many hats owners wear, and general non-legal advice about starting a business.

This panel of business owners have learned a lot over the years and have a lot of fun talking about business, the past, the present, and where to head in the future. This is just the first of many discussions by this quirky panel.

Freedom Empire Consulting, LLC empowers clients to build and shield their freedom empires! Specializing in Behavioral SuperPowers Coaching, legal services, and identity theft protection for individuals, families, and organizations.

Kenyatta Turner, MM is a Behavioral SuperPowers Coach, Business Consultant, Motivational Educator, and Speaker, and is an Accredited Business DNA Consultant through DNA Behavior.

She is the owner of Freedom Empire Consulting, LLC, where they Coach, Influence, and Protect clients around the world. Kenyatta also serves as the Director of Strategic Partnerships and Community Engagement for DreamSmart Academy, LLC, and serves on the National Advisory Council for DreamSmart, Inc (501c3).

Behavioral SuperPowers = Influencer.

Communications SuperPower = Lifestyle.

She is an enthusiastic professional with extensive qualifications in educational leadership acquired through 25+ years of experience and success as a Director of Admissions, Assistant Director of Career and Student Services, Professor, and various other roles at colleges in Phoenix, AZ. Having obtained a Master’s degree in Management and a Bachelor of Science degree in Computer Information Systems, Kenyatta is a creative, yet analytical thinker with an unshakeable commitment to helping those around her to flourish throughout their personal, professional, or educational journeys.

As a Small Business & Group Benefits Specialist for LegalShield, she has the freedom to protect families and small business owners with access to quality, affordable legal service plans, along with identity theft protection and restoration services. Through her nationwide brokerage, she coaches others to build their own LegalShield businesses. Kenyatta transfers her passion for education into a passion for educating others about resources and opportunities that help them to “Worry Less. Live More”.

Being an avid volunteer, Kenyatta served for many years as the Vice President and Membership Director of the Seventh Avenue Merchants Association. She also gives back to the community by volunteering as the Emcee for Girls Rock! Phoenix, a Workshop Facilitator at Fresh Start Women’s Foundation and Dress for Success, served as a mentor to the Young Entrepreneurs Academy, and her involvement at the Central Arizona Shelter Services. Kenyatta is also a Community Ambassador for the Junior League of Phoenix. She’s a multi-faceted musician who enjoys, hiking, travel, reading, live music, art, karaoke, and spending time with family, friends, and her beloved Rottweiler!

Connect with Kenyatta on LinkedIn.

Annie Cav Salon is a private studio offering top shelf salon services with a smile. With attention to detail and a focus on personal connection, clients can rest assured that their investment will surely be their crowning glory.

Owner Annie Cavenagh specializes in color correction and balayage, but don’t miss out on trendy cuts and selfie-perfect blowouts. Also gracing the service menu are vintage styles, fashion colors, gender-neutral services, and dreadlocks.

Annie has been licensed and working as a stylist in Phoenix for 18 years. Wanting to add some spice to the mix, she created the Melrose Vintage Market, and also runs a costume studio Black Rock Earthling.

When she’s not busy, she keeps busy reading and cooking and searching for the end of her Jack Russell’s energy stores. Traveling the world has always been a great passion, and she’s got two continents yet on which to set foot.

Connect with Annie on Facebook and Instagram.

Founded in 2009, the team at Independence Insurance Group, PLLC has a total combined industry experience of over 40 years. They are an independent insurance agency and have several options to offer to their clients. Their team is not bound to a single insurance company that offers a single type of product, instead, they look for the best fit for each of their clients.

Their goal is to find the right combination of coverage and price. The team at Independence Insurance Group PLLC looks forward to providing knowledgeable, prompt, clear and honest customer service to their clients and prospects.

They offer competitive rates and top products in the industry from financially-strong and reputable insurance companies. It is their priority to respond to all requests within 24 hours.

Independence Insurance Group PLLC thrives to be a relationship-based agency with their clients, business partners and professional network. They actively serve our community through fundraising & volunteering.

Irene Ploski has been in the insurance industry since 2003. She is married and is the mom of 2 very busy teenagers, a high-energy Golden Retriever and a Doberman puppie. Irene is fluent in Spanish, and she is originally from Guadalajara, Mexico. She moved to Arizona in 2000 and became a U.S. Citizen in 2010.

She founded Independence Insurance Group in 2009. She has been a member of Networking For Charity, a Central Phoenix-based business networking group that focuses on generating qualified business referrals through philanthropy and volunteering. She has been Vice President of NFC since 2014. NFC has raised over $60,000 for small local nonprofit organizations in our community.

Irene is a member of the Phoenix Elks Lodge #335 and served as Chairwoman of the Advisory Committee for their teen program called the Phoenix Antlers Lodge #335, an organization that promotes leadership, good citizenship and strong friendships, respect for parents and love for community in teens through volunteering and fundraising.

She is also soon-to-be Secretary of the Phoenix Lions Club, which is a global organization of volunteers that join together to give their time and effort to improving their communities and meet humanitarian needs.

Connect with Irene on LinkedIn and Facebook.

Kelly Lorenzen, Host of Collaborative Connections and 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.

About Your Hosts

Rochelle Poulton is an attorney and owner of X Firm LLC. Rochelle has been helping people with Credit and Debt issues since 2012, owns several small businesses, and has nearly 20 years of real estate experience.

Rochelle created Lawgitimate to bring in a network of awesome people to raise awareness and educate people about the litany of legal issues she faces everyday at X Firm LLC.

Connect with Rochelle on Linkedin, Facebook and Instagram.

Mike Poulton, with Poulton & Noroian, draws on his knowledge and experience in other fields to serve his clients. As an experienced science researcher, Mike understands technical issues that many other attorneys cannot, and applies that knowledge for his clients’ benefit. His construction management experience also provides him with a broad knowledge base not only in construction law, but also in regulatory compliance, worker safety, and negotiation.

Michael is licensed to practice law in Arizona and is admitted to practice before the U.S. Federal District Courts in Arizona.

Connect with Mike on LinkedIn.

About X Firm PLLC

We help clients improve their financial lives through strategic financial transaction planning. Whether you want to buy a car, a home, or a building, X Firm can help you reach your goals in 3 easy steps.

We are small but mighty and love helping people get back on track financially. Learn more about us at XFirmLaw.com.

E61 – Details of the Dramatic Changes to the PMBOK 7th Edition

September 8, 2020 by Karen

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Phoenix Business Radio

E61 - Details of the Dramatic Changes to the PMBOK 7th Edition

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E61 – Details of the Dramatic Changes to the PMBOK 7th Edition

Are you familiar with the upcoming changes to the PMBOK? What do you think will be the impact to our profession and community? In this episode Cyndi Dionisio and Mike Griffiths share the details on the PMBOK 7th edition update.

After 50+ years and 6 editions of the PMBOK, PMI is taking the PMBOK 7th edition in a different direction. The changes to the Standard and Guide are meant to align with the evolution within the industry. The working draft is a move towards a Principled-based Standard to apply regardless of your delivery approach.

A focus of the 7th edition is to move from Outputs to Outcomes. This is a significant change to the approach as the Knowledge Areas and Process Groups will no longer be in the PMBOK. We learn instead about the 12 Principles and Performance Domains. The key point of the discussion is that the PMBOK is undergoing a major re-write and will make a significant impact on our profession and industry.

Thanks to our sponsor THE PMO SQUAD. Visit www.thepmosquad.com to learn to Empower People to Deliver Results and assist your PMO as you evolve in the new post-COVID business world.

Check out all prior episodes and upcoming guests by visiting www.projectmanagementofficehours.com.

Created for organizations looking for practical help and advice, Leading Answers is a coaching and training organization that advises on the best tools for the job at hand. Unlike organizations affiliated with one or more agile approaches, Leading Answers is entirely agnostic and specialize in creating optimal solutions for unique environments.

Mike Griffiths is an enthusiastic practitioner with a long history of contributions to the agile and project management community. He helped create the agile approach DSDM in 1994 and has been using agile approaches ever since.

He served on the board of the Agile Alliance, the Agile Project Leadership Network (APLN) and remains active in the agile community. Mike is a frequent contributor to PMI standards and co-wrote the agile content for the PMBOK® Guide Sixth Edition.

He was chair of the author group for the PMI Agile Practice Guide. He also helped create the PMI-ACP Credential and wrote RMC’s PMI-ACP Exam Prep books. Mike is currently co-lead on the PMBOK® Guide 7th edition.

Connect with Mike on LinkedIn.

Cynergy2 is a project management consulting, training development and training organization, with experience in working with government and commercial enterprises.

Cynthia Snyder Dionisio is a professional project management author, consultant, and instructor. Ms. Dionisio provides consulting and training services for LinkedIn Learning, academia, government and private industry.

An accomplished author and facilitator, she has written a dozen books on project management and trained thousands of project managers. Cynthia has been the Chair for three editions of the PMBOK® Guide.

In 2009 she was awarded PMI’s Distinguished Contribution Award and in 2018 she was presented with the PMI Fellow Award.

Connect with Cynthia on LinkedIn.

ABOUT PROJECT MANAGEMENT OFFICE HOURS SERIES

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

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

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

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.

Certified EOS Implementer Jon Deiter EP 12

September 8, 2020 by Karen

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Phoenix Business Radio

Certified EOS Implementer Jon Deiter EP 12

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Certified EOS Implementer Jon Deiter EP 12

On this episode, a coming home of sorts, Kyle and Jennifer welcome Jon Deiter on the show and to discuss how Jon’s previous leadership as CFO and Integrator of MAC6 has made a lasting impact on them and the rest of the MAC6 team. Jon also shared his current work as a Certified Entrepreneurial Operating System (EOS) Implementer.

Jon gave advice on how to successfully tackle key issues organizations may be dealing with and how the EOS process can help organizations adjust to the changing business climate we are all faced with right now. We also explored the overlap of Conscious Capitalism and EOS and how companies who are interested in the philosophy of Conscious Capitalism can use EOS to continue building a conscious company.

Jon Deiter Solutions, LLC was founded to provide Jon a base for helping business owners achieve all they want from their business. The primary service offered is implementation of the Entrepreneurial Operating System (EOS) which is based on the book TRACTION by Gino Wickman.

Jon’s “Help First” core value, professional training and experience in EOS Implementation and extensive financial management background, provide a unique approach to helping leadership teams break through whatever barriers and challenges they face.

Jon Deiter has over 30 years of experience in leadership roles in a variety of manufacturing, distribution and service businesses that were privately held, family owned entrepreneurial businesses as well as smaller divisions of public companies. He contributed to the success of these organizations by leading strategic planning initiatives, motivating and managing people, and adding financial perspective to the decision-making process through multiple difficult business cycles.

Jon is a CPA (inactive) with an MBA degree in Finance and was Accredited in Business Valuation, but currently focuses 100% of his time as a Certified EOS Implementer. Since 2015 he has followed his passion for helping business owners and leadership teams get a grip on their business and achieve what they want from their business by implementing the Entrepreneurial Operating System® (EOS®) based on the book TRACTION by Gino Wickman

Jon’s career experience, along with experience as both a user and implementer of EOS, give him a robust and unique perspective to follow his passion to Help First.

Connect with Jon on LinkedIn.

ABOUT YOUR MAC6 COMMUNITY CONNECTIONS CO-HOSTS

With 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.

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 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.