Mike, Author at Business RadioX ® Page

THE EVOLVING ROLE OF A CFO – Ed Cordell

October 1, 2014 by Mike

Ed Cordell discusses growth companies, business funding and the evolving role of CFO’s with Joe Moss, the president of Embassy National Bank.

Ed Cordell/CFO

Ed Cordell has been a financial leader for several growth-oriented companies in the Atlanta area over the past 20 years. In these capacities, he has developed successful financial strategies for rapid growth. This included mergers and divestitures, business planning, risk management and financial modeling in both private and publicly traded high-growth and high-tech companies.

The operations of small to mid-sized companies can always be more efficient through improved finance management, cost control, and employee compliance. Developing and inspiring high performing, multi-cultural teams, effectively partnering with business leaders and sponsoring change within the organization is key to the improvements. Ultimately, value creation and client satisfaction are key to the success of any business, large or small.

———————————————————————————————————————————————

On the Money focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. On the Money also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, On the Money airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Clarissa Nelson with Islanomics, Charlotte Baker with CB Training Services, and Darryl Baker with Baker Global Enterprises

October 1, 2014 by Mike

Clarissa Nelson, Charlotte Baker, Darryl Baker, Dominick Rainey — Clarissa Jennivee Nelson, Charlotte Baker, Darryl Baker, Dominick Rainey

Clarissa Nelson/Islanomics & EANI Consulting

Utizlizing the Fail-Safe Economic Development (FSED) strategy, Islanomics provides economic development services capable of creating activities that will generate practical comprehensive strategies for economic growth of island markets, resulting in major enhancements to positive job growth, local development, and foreign direct investments that will sustain an island economy.

EANI Consulting has provided economic development services in Europe, Africa, Canada and the United States. The success of FSED has been tested and proven over the years in island economies globally, including The Bahamas, rural communities and metropolitan areas within the United States.

Charlotte Baker/CB Training Services

CB Training Services provides effective quality training to individuals who need help coping with day-to-day challenges. Whether someone needs anger management help, anxiety reducing strategies or self esteem motivation, CB Training Services is dedicated to helping people succeed.

Darryl Baker/Baker Global Enterprises

Baker Global Enterprises shows families, individuals and small business owners how to change their life and leave legacies for generations to come. No matter what financial challenges you face – whether it’s debt, limited savings and investments, or lack of life insurance — they can be resolved successfully. By providing you with a better understanding of your financial situation and access to products and solutions that are appropriate for your specific goals, Baker Global Enterprises can help you achieve your dreams.

OPEN FOR BUSINESS: Bryan Ginn with GA-PCOM, Malinda Foster with Courtyard of Marriott-Mall of Georgia, and Randy Hicks with Merchant Data Systems

September 26, 2014 by Mike

Bryan Ginn, Mike Sammond, Malinda Foster, Randy Hicks

Bryan Ginn/GA PCOM

GA Campus – PCOM was established in 2005 to help address the physician shortage in Georgia and the southeastern United States. With academic programs including the Doctorate in Osteopathic Medicine, Doctorate in Pharmacy, and a masters degree in BioMedical Sciences, their college focuses on the health sciences. The college anticipates an expanding academic program in the years to come to address other health sciences fields where there is a need for more practitioners.

Malinda Foster/Courtyard by Marriott – Mall of GA

The Courtyard by Marriott – Mall of Georgia is an award-winning hotel located in Buford, GA. Host hotel to the Gwinnett Braves, this Marriott hotel offers corporate and leisure travelers a place to call home while in the area. The hotel offers guests an exceptional facility, convenient location and outstanding customer service. The Courtyard by Marriott – Mall of GA is owned and operated by Hotel Equities which is a full service hotel development and management company located in Atlanta.

Randy Hicks/Merchant Data Systems

Merchant Data Systems was founded in 1997 on the principals of delivering outstanding service as well as a commitment to innovation and excellence with both their merchants and sales partners.

They are a full-service payment processing company offering a wide array of services to all business types including Credit Card Processing, Debit Card Processing, Automated Account Settlement, POS Equipment Sales & Leasing, 24/7 World Class Customer Service, Merchant Cash Advances, Proprietary Gift Card and Loyalty programs, as well as merchant-friendly PCI Compliance solutions.

They also offer industry-leading payroll, human resources, marketing and eMarketing programs and more to streamline their merchants’ operations and help them realize cost savings. Their consultative approach with business owners helps merchants get the products and services they need while helping to keep their costs low. This allows merchants to focus on their core business with confidence that their payment acceptance tools are working together with them to increase in-store sales.

Through the alliances Merchant Data Systems has forged, they are able to provide the most technologically advanced and secure payment processing solutions and products positioning Merchant Data Systems to be a one-stop shop for all your payment processing needs.

When Hospitalization Happens

September 26, 2014 by Mike

Victoria Archable, Victoria Collier, Monica Gilbert

Senior Salute Radio brings timely information to leading edge Boomers and Seniors about issues involving care-giving and aging. Learn from both professionals and regular people going through the process with their families. Each week we will also Salute an incredible Senior.

Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Today’s Guests:

Monica Gilbert/GeorgiaCares

GeorgiaCares is a private-public partnership, administered by the Georgia Department of Human Services (DHS) Division of Aging Services (DAS). GeorgiaCares is a volunteer-based program that provides free, unbiased and factual information and assistance to Medicare beneficiaries and their caregivers. GeorgiaCares is the State Health Insurance Assistance Program (SHIP) and SMP (formerly Senior Medicare Patrol).

Local assistance is available for health insurance related issues including Medicare, Medicaid, financial assistance programs, health error, fraud and abuse and long term care insurance. The GeorgiaCares program is statewide. Services are provided through the twelve (12) Area Agencies on Aging (AAA). For information on your local AAA, call 1-866-552-4464 (option 4).

Victoria Archable/CarePatrol of Metro Atlanta

CarePatrol of Metro Atlanta is engaged in and committed to assisting families in finding safe and quality care for their loved ones. They provide options that include assisted living, independent living, and memory care, in home care or skilled nursing facilities. They match the client’s needs to the best available providers. They tour the client to those communities and serve as their advocate throughout the process. They review the care and violation history of all the communities in which they recommend and their services are free to the clients they work with. The fees are paid by their network of providers.

Senior Salute Moment: Today’s Senior Salute Moment recognizes Julius Rainwater, a U.S. Army veteran and author of the book Kiss Me Soldier Boy.

Christine Steck and Jerry Couch with Lanier Tent Rental, and Robin Martinelli with Martinelli Investigations

September 25, 2014 by Mike

Jerry Couch, Robin Martinelli, Chrsitine Steck, Steven Julian — Jerry Couch, Robin Martinelli, Christine Steck, Steven Julian

Christine Steck & Jerry Couch/Lanier Tent Rental

Lanier Tent Rental is conveniently located and now celebrating 25 years at 534 Mill Street in Gainesville. The name says Tent, but they do so much more. They always strive to provide the highest level of service with quality products at competitive prices in the Northeast Georgia and surrounding areas. They provide rental equipment for a variety of functions and events. They work with community centers, colleges, grand openings, corporate events, weddings and more. They offer free consultation and site surveys.

Lanier Tent Rental invites you to their showroom any time. While pictures are worth a thousand words, there is nothing like seeing the items in person. You can bring your caterer, florist, event planner, family, friends, whoever to join you, which may help you get ideas and personalize your event, and make your vision come to life. At Lanier Tent Rental “We make every event an event to remember”.

Robin Martinelli/Martinelli Investigations

Martinelli Investigations, Inc. (MII) is a female owned, family operated business. They offer many years of diverse experience in all types of civil and criminal cases.

Martinelli Investigations is determined and dedicated to assisting their valued clients with their unique situations. MII provides the highest level of professionalism to all of their clients which include attorneys, businesses and individuals. They can handle all cases, no matter the bleakest of situations. The firm has over 25 years of law enforcement and military background, combined. The MII team has a diverse blend of cultural backgrounds, including Spanish speaking Private detectives, both male and female.

MII has handled over an estimated 3,000 Private Investigation cases for Attorneys, Businesses and Individuals. MII excels in their sophistication of capturing vital and crucial evidence. All of their clients receive comprehensive investigation notebooks, as well as a video compilation of their case. These notebooks and videos assist the lawyer, family, individual, business, courts and/or corporations immensely.

MII also maintains a case management system where clients can log in, at their convenience, to review the current and ongoing work in their case. This is especially beneficial for out of town clients, including families, corporations, lawyers and their staff. Clients can enjoy the ease and accessibility of reviewing their reports, pictures and video at their own convenience.

NAVIGATING THE SMALL BUSINESS MINEFIELD: Phillip Saxton with Small Business Samaritans and Mike Hardesty with Hardesty Hackett & Partners

September 24, 2014 by Mike

Phillip Saxton with Small Business Samaritans and Mike Hardesty with Hardesty Hackett & Partners discuss the pros and cons of launching and operating a small business with Joe Moss, the president of Embassy National Bank.

Phillip Saxton/Small Business Samaritans

Small Business Samaritans cares about the individuals who have the dream and courage to start a business. These dreams are important, not just to them and their families, but to their customers and the community where they operate.

We are living in challenging economic times where much of the future of the United States depends upon job creation. Our top concerns as a nation lie with economic recovery, job creation, and setting up & operating successful businesses. It is highly doubtful that many new jobs are going to be created by big business, global business, governments, inventions or new investments. During the last 15 years, according to the Small Business Administration (SBA), small businesses generated over 64% of new jobs. Currently, 70% of job growth is generated by small businesses, which is expected to continue, if not increase, in the next four years.

Small businesses have been severely affected by economic, global and political forces completely out of their control. The current recession was caused by poor political decisions, poor leadership from large financial organizations, a liquidity shortfall in the banking system caused by the overvaluation of assets, poor leadership from large corporations, and greed.

The concept of SBS was born out of the idea that small businesses and entrepreneurs needed to do things differently in order to insulate them from these economic and political forces. Our communities depend upon doing things differently. The goal is to operate a business that is less subjected to outside forces.

Mike Hardesty/Hardesty Hackett & Partners

Since their beginning in 2004, Hardesty Hackett & Partners set out to be different and unique. They had seen consulting from both sides of the desk and knew what was good and what was not good. They wanted to provide excellent value for the money, achieve their goals every time, insure that their work was sustainable, and make a real and significant difference to their clients’ performance. There was no “Plan B”.

To achieve this vision, they needed excellent and consistent performance from their people; unique people with particular skill sets that would go the extra mile to create success and compete with themselves, not each other, and think “outside the box”. These people would possess a personal authority – morally, technically and energetically – so their clients would be motivated to engage in the process, rather than fight it. The use of independent contractors would prove to be the appropriate model.

They also needed a process that allowed them to see the issues quickly and then effectively change systems, processes and behaviors to bring about significant and sustainable change. They created the Hardesty Hackett Change Process (HHCP) which is largely credited with establishing an outstanding reputation for creating sustainable change.

Under the ownership of the five original partners and two subsequent partners, Hardesty Hackett has grown substantially every year. Part of this success is due to their insistence to always delight their clients. Part of their broad industry experience has allowed Hardesty Hackett to grow in ways to help their clients, and part has been their selection and mentoring of the Hardesty Hackett team to successfully execute the original vision.

——————————————————————————————————————————————————————-

Hosted by Joe Moss, the president of Embassy National Bank, On the Money airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Irene Hinson with Hinson International and Justin Knott with Corporate Financial Options

September 24, 2014 by Mike

Irene Hinson, Charlie Hinson, Justin Knott, Dominick Rainey

Irene Hinson/Hinson International

Hinson International is owned by company founder Charlie Hinson, Sr. Incorporated in Georgia in September 2012 and located in Lithonia, Hinson International is firmly guided by the inherent belief that quality and comfort should be an intrinsic characteristic in American homes and businesses that do laundry around the world.

They take pride in the fact that they designed, manufacture and distribute HINATURES, a natural liquid laundry detergent that is eco-friendly and for families with sensitive skin. Manufactured in Georgia makes it a truly “Made in the USA” product. HINATURES Natural Liquid Laundry Detergent is applauded for being an eco-friendly detergent, both nature friendly and safe to use with bleach. As a natural liquid, HINATURES is bold enough to handle heavily soiled laundry, and gentle enough for all washable fabrics as directed by the manufacturer’s label.

HINATURES is very low in suds which makes it environmentally friendly. See their web site www.hinatures.com for more information.

Justin Knott/Corporate Financial Options

Corporate Financial Options is an end-to-end CPA and CFO services firm that specializes in multi-unit and franchise businesses. In the CPA business, the tendency is to get wrapped up in the expectations of the government or some accounting board that dictates how information is reported. They changed that thinking. They have created a client-centered program that puts the information business owners need at their fingertips to control, manage and grow their businesses.

Traditional accounting systems focus on two things: income taxes and the requirements of lenders. Corporate Financial Options believes that business owner’s needs should come first. Yes, they will keep the bank happy and will do all necessary reporting to the IRS, but their focus goes way beyond that. It is to get the burden of bookkeeping off the business owner, provide him with timely, complete and accurate information, PLUS provide the expertise to use this information to create sophisticated financial road maps.

The other issue is the duplication and triplication of efforts that occur when a business uses an in-house bookkeeper, an outside firm, a payroll service, a business analyst and a CFO or Controller. For a fixed monthly fee, Corporate Financial Options consolidates all functions under our roof. The result is a complete end-to-end system that is more accurate, more efficient and more relevant. After all, the real value is a better understanding of your operation that creates increased profits.

Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

September 24, 2014 by Mike

Ross, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel — Ross Bramwell, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel

What are “behavioral finance” and “behavioral economics?” Why do people often not act rationally when it comes to financial decisions? What are the most common behavioral errors among individuals when it comes to financial matters? If you are curious to get these questions answered, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

During this show, attorneys Craig Frankel and Robert Port interview guests Ross Bramwell, Peter Fleming, and Mark Willoughby. The topic of the discussion is “Behavioral Finance: What It Can Teach Us about How We Deal with Money, Investing, and Risk.”

Mark Willoughby/Modera Wealth Management

As a Chief Investment Officer, Principal, and Wealth Manager of Modera Wealth Management, Mark advises high net-worth individuals, families, and fiduciary clients in all areas of wealth management. With a particular experience in alternative investments, he also oversees Modera Alternative Investments, LP, a private limited partnership for accredited Modera clients implementing alternative investments. Overall, Mark has over 16 years of experience in the wealth management business, holding senior positions at Deloitte & Touche, Morgan Stanley, and JPMorgan Chase. In 2001, he joined Modera Wealth Management as a Financial Analyst and became a Principal in 2007. A frequent speaker on financial planning and investment management topics, Mark has presented at the New School for Social Research in New York City and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL. Outside of Modera, Mark serves as a member of the Board of Directors of the Modera Charitable Foundation.

Phone: 678-385-1067
Email: markw@moderawealth.com

Peter Fleming/Nease, Lagana, Eden, & Culley

Having joined Nease, Lagana, Eden, & Culley as Vice President in February of 2009, Peter specializes in advisor education for the estate planning community and serves as NLEC’s liaison with various family office groups, particularly the Family Office Exchange where he attends industry conferences throughout the country. He is also responsible for developing strategic alliances / joint ventures with other organizations to assist with the placement of life insurance in the ultra-affluent marketplace. Peter has spoken before multiple groups and authored several articles for the affluent estate planning community. Peter has been involved in the Atlanta community for many years, serving on the vestry for St. Anne’s Episcopal Church where he was the Finance Committee chair, and has been a past advisory board member at St. Anne’s Day School.

Phone: 770-763-0687
Email: pfleming@nlec.com

Ross Bramwell/Homrich Berg

With over 10 years of experience across the accounting, financial services, and investment industries, Ross joined Homrich Berg in 2013. He served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He led the Investment Committee team, managed traditional allocation models, as well as investments for a private placement. Ross also served as a member of Heartland Advisors RIA Advisory Council for three years.

Phone: 404-264-1400
Email: bramwell@homrichberg.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute

Thank you for your support! Feel free to share this episode with your friends and colleagues.

Aging in Place

September 18, 2014 by Mike

Victoria Collier, Mindy Posey, Garol Orr

Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Today’s Guests:

Garol Orr/101 Mobility

101 Mobility is a national mobility equipment and solution company with over 93 locations and growing. They are a locally owned and operated office serving north Atlanta and northern suburbs from Snellville to Marietta and beyond. They sell, rent and service mobility and accessibility equipment.

Mindy Posey/At Home Personal Care

At Home Personal Care is a state licensed and insured provider of quality personal care assistance serving metro Atlanta for over 15 years. In operating this family-owned business, they take great pride in meticulous involvement and personal touch with every care recipient’s needs. Having served over 1,600 clients, they have earned the reputation for quality in providing senior care and services. Providing personal care and companionship in the most dignified and compassionate manner is an integral part of what they do. They strive to offer great flexibility at the most competitive rates without compromising services.

Today’s Senior Salute Moment: Navy veteran Max Sarfaty for successfully Aging in Place.

THE EVOLVING ROLE OF A CFO – Ed Cordell

Clarissa Nelson with Islanomics, Charlotte Baker with CB Training Services, and Darryl Baker with Baker Global Enterprises

OPEN FOR BUSINESS: Bryan Ginn with GA-PCOM, Malinda Foster with Courtyard of Marriott-Mall of Georgia, and Randy Hicks with Merchant Data Systems

When Hospitalization Happens

Christine Steck and Jerry Couch with Lanier Tent Rental, and Robin Martinelli with Martinelli Investigations

NAVIGATING THE SMALL BUSINESS MINEFIELD: Phillip Saxton with Small Business Samaritans and Mike Hardesty with Hardesty Hackett & Partners

Irene Hinson with Hinson International and Justin Knott with Corporate Financial Options

Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

Aging in Place

Our Mission

Sponsor a Show

Partner With Us

Connect with us