Kelly Payton, Author at Business RadioX ® Page

The Wrap Podcast | Episode 044: Working Capital | Warren Averett

April 9, 2021 by Kelly Payton

As the COVID-19 pandemic continues to change our world, companies are forced to change the ways that they do business. For many companies, one of the greatest concerns of today is obtaining the working capital needed to help their business survive this season.

In this special edition of The Wrap, our hosts welcome Hanny Akl, CPA, CFE, CEPA, CVGA, a Member of Warren Averett and the Firm’s Transaction Advisory Services Practice Leader, and Roger Spain, CPA, CFA, a Principal in Warren Averett’s Outsourced CFO practice, to discuss working capital and the things that businesses should do and know in order to make a strategy, execute a plan and make strong decisions in an uncertain time.

This podcast episode features discussion about:

The main things that companies should know in order to project how much working capital they’ll need
The metrics to consider for making informed decisions for your business when it comes to working capital
How to maximize liquidity
The importance of communication with external vendors and lenders
Considerations for mitigating the impact of payroll costs when considering working capital

This episode reflects our views at the time this podcast episode was released and should be used as reference only. We recommend that you talk to your Warren Averett advisor, or another business advisor, for the most current information or for guidance specific to your organization.

Robert Trouteaud from Trouteaud Consulting Group and Barry Spencer from Wealth With No Regrets

April 8, 2021 by Kelly Payton

Robert Trouteaud, President of Trouteaud Consulting Group

Bob Trouteaud is the founder and president of Trouteaud Consulting Group, formerly Success Trainers Inc. In 1989, Bob started Success Trainers to develop and deliver corporate training programs that engage attendees to experience real challenges and develop useable solutions. Bob pulls from his successful career in corporate planning, strategic marketing, and sales management to provide customized training courses.

Bob’s practical experience, relaxed style, and sense of humor provide the ideal learning environment for individuals and teams from numerous industries, including medical equipment, devices, and managed care. In addition to customized training courses, Bob’s clients began requesting performance management consulting, executive coaching, and personnel assessments. In 2009, to better reflect the services Bob was providing his clients, he changed the company’s name to Trouteaud Consulting Group.

Connect with Robert on LinkedIn and Twitter, and Follow Trouteaud Consulting Group on Facebook

Barry Spencer, Co-Creator and President of Wealth With No Regrets

Barry H. Spencer is a nationally recognized financial educator, author, speaker, industry thought-leader and philanthropic estate and retirement income planning specialist whom you may have seen on or in Forbes, Kiplinger, Worth, affiliates of ABC, CBS and NBC, and interviewed by an original “Shark” on the Emmy-Award-Winning TV show “Shark Tank,” Kevin Harrington, and by James Malinchak, who was featured on ABC-TV’s hit show “Secret Millionaire.”

His latest books include “The Secret of Wealth With No Regrets,” “Giving Transforms You,” “The Serving Leader” and “Retire Abundantly” and “Build Wealth Like a Shark.” Barry’s presentations at industry events have benefited attorneys, accountants, financial advisors and philanthropic professionals, and his presentations include lessons and stories from competing as a four-time Ironman and elite triathlete. He and his wife, Lori, and their two children and dogs live in Alpharetta, Georgia.

Connect with Barry on LinkedIn and Follow Wealth With No Regrets on Facebook

TODAY’S TALENT TRUTHS [STAYING COMPETITIVE WITH RECRUITMENT AND RETENTION]

April 5, 2021 by Kelly Payton

“You can have the best strategy in the world, but if the culture isn’t there – the talent won’t be either.”

With a fully deployed workforce in the professional service sectors, many employers are concerned about how to recruit and retain talent in today’s job market. How can business owners, small and large, plan for this talent shortage and consider their compensation, culture and retention strategies to accept and embrace the new market?

In this episode of The Wrap, Warren Averett’s own David Salters, CSP, TSC and special guest Tom Kosnik, President of Visus Group, join our hosts to discuss the truth of the current job market, management’s role in the talent strategy, and how to stay competitive with attracting and retaining talent in 2021.

After listening to this episode, you’ll be able to:

- - Uncover the truth of the current job market and combat misconceptions of talent availability and unemployment rates
  - Learn about the best ways to communicate company culture
  - Manage a remote work future after COVID-19 and what that could mean for your employees.
  - Determine your “shiny apple” – what needs to be offered in terms of culture and compensation to attract the right candidates.
  - Plan an employee retention strategy, professional development training and financial modeling to set you apart from other companies

Related Resources:

Visus Group

Gary Whitehurst and Nancy Sagar from Brighter Investing and Russ Yoe from Workout Anytime

March 30, 2021 by Kelly Payton

Gary Whitehurst, CEO of Brighter Investing

A 24-year veteran in Atlanta’s wealth management industry, Gary holds a Chartered SRI Counselor™ designation, the first and only major financial credential created specifically for Sustainable, Responsible & Impact Investing.

During his career, he helped grow a local wealth management firm from near-zero to about $1.4 billion in assets under management. He’s also seen firsthand how society and client demand for sustainability, transparency & shareholder action has disrupted the status quo for the better. Gary earned a Bachelor’s degree in Business Administration from UGA.

Nancy Sagar, President of Brighter Investing

A lifetime social entrepreneur & executive, Nancy Sagar has earned national recognition for her work on behalf of private companies, nonprofits, government agencies and charitable causes. Nancy is active in numerous sustainable business and environmental organizations and serves on the executive team of the Atlanta chapter of the Climate Reality Project.

She speaks regularly about climate change solutions, the power of sustainable business, voting with your money and more. She earned a BA in economics from the University of Michigan and an MBA with honors from UCLA.

Follow Brighter Investing on LinkedIn and Facebook

Russ Yoe, Co-Owner and Operating Partner of Workout Anytime Milton, GA

Russ Yoe lives and breathes fitness. Yoe began working with a personal trainer prior to attending college and that relationship ended up changing his life. He found his true passion in the fitness world, supporting strong man competitions and becoming a personal trainer himself. Yoe’s father Bill is an ophthalmologist who owned his own practice in Columbus, Georgia. When Bill ended up selling his practice, the father-and-son duo began looking for a new business opportunity to embark on together. That is when they found Workout Anytime, the Georgia-based, 24-hour health and fitness concept with 160-plus locations open throughout the U.S. Russ and his father are now the new owners of Workout Anytime in Milton, GA with plans for a grand re-opening April 9th and 10th.

Cari and Kevin Shelton from Appalachian Overhead Door Services Inc.

March 28, 2021 by Kelly Payton

Cari and Kevin Shelton, Owners of Appalachian Overhead Door Services Inc.

Follow Appalachian Overhead Door Services on Facebook

Stone Payton from Business RadioX®

March 24, 2021 by Kelly Payton

Stone Payton, Co-Founder of Business RadioX

For over 30 years, Stone Payton has been helping organizations and the people who lead them drive their business strategies more effectively.

Mr. Payton literally wrote the book on SPEED®: Never Fry Bacon In The Nude: And Other Lessons From The Quick & The Dead, and has dedicated his entire career to helping others produce Better Results In Less Time.

Connect with Stone on LinkedIn, and follow Business RadioX on Facebook and LinkedIn

Christie Simons from Atlanta Angels

March 22, 2021 by Kelly Payton

Christie Simons, Executive Director of Atlanta Angels

Christie is a counselor by training, holding her Master’s degree in Marriage and Family Therapy from Richmont Graduate University and is a Licensed Professional Counselor and Certified Advanced Alcohol and Drug Counselor. She currently works as the director of a university counseling center and has also served as adjunct professor of psychology and program manager of a medication-assisted addiction treatment center. She enjoys leading teams and believes strongly in pursuing all things with excellence. Christie is also a certified Mental Health Trainer and has had the opportunity to speak, present, and train at many local and national conferences.

Christie and her husband adopted their daughter through the foster system three years ago. Six years ago, their daughter was one of the over 5,000 children in the foster system in the Atlanta-area. Today, she is a happy, flourishing, adopted, and incredibly loved little girl. Christie’s desire to launch Atlanta Angels was born out of the pain of the knowledge that her story is an exception, and the call to change the story. Her vision to see every foster parent supported and every child in foster care know that they are valued, loved, and worthy in the metro-Atlanta area.

Christie enjoys spending her free time with her family and friends. She especially enjoys watching her daughter at Tae Kwon Do, doing crafts, going on bike rides, playing games, going to Braves games, doing yoga, wine tasting and baking. She believes wholeheartedly in always taking a holistic view of people, that everyone has a story to tell, and that we need to change our idea of self-care from an escape from life to building a life that we don’t need to escape from.

Connect with Christie on LinkedIn, and Follow Atlanta Angels on Facebook

Dennis LoPiccolo from Grizzly Softwash, Brett Ellington and Lauren Mainor from PruittHealth Hospice

March 17, 2021 by Kelly Payton

Dennis LoPiccolo, CEO / General Manager of Grizzly Softwash

Dennis has a 30 year corporate career in sales, marketing, business operations & HR. He took an early retirement & began Grizzly Softwash in January of 2018.

Connect with Dennis on LinkedIn and follow Grizzly Softwash on Facebook

Brett Ellington, Hospice Chaplain at PruittHealth Hospice

Hospice Chaplain for 1 1/2 years. Pastor for 25 years.

Connect with Brett on LinkedIn

Lauren Mainor, Community Relations Representative at PruittHealth Hospice

Maggie Clifford and Cindy Austin from Allee and Main

March 14, 2021 by Kelly Payton

Maggie Clifford and Cindy Austin, Owner / Operator of Allee and Main

We have been designing, styling and planning for over a decade together, in our homes, friends/families homes, at school and around the community. Our love for all things home and parties is what bonded us together. We met on the pool deck in 2006 as coach and parent. Cindy’s daughter swam for Coach Maggie. We decided to start a design business and make a second career from something we both love to do.

We started in September 2020 as The Simple Nest and recently became Allee and Main. We are passionate about décor and the emotions you have about your home. Simple seasonal changes can completely transform a space and make it feel fresh, new and inspiring. Design doesn’t have to be complicated, expensive or time consuming.

We are both busy moms, daughters, friends and multitask with the best. Spending hours decorating (although a lot of fun for us) isn’t realistic for most everyone. We love to take what we know, challenge our ideas and help empower others to feel confident about their design choices. A happy home is a simply decorated, comfortable home

Follow Allee and Main on Facebook