Erica Dumpel, CDA Inc., and Ashley Edwards Altman, Insperity (The Exit Exchange, Episode 12)
Erica Dumpel, CDA Inc., and Ashley Edwards Altman, Insperity, joined the show to provide information and feedback about their experience as members of the Atlanta chapter of the Exit Planning Exchange. Erica mentioned the value she’s received personally as a family business owner looking to do exit planning for the next generation and her appreciation of the collegial environment. Ashley discussed how much she’s learned and the value of being able to connect with other members as a resource for her clients. They discussed cross-chapter connections, advice on how to get involved, and much more.
This episode of The Exit Exchange was co-hosted by David Shavzin and Mike Rosenthal and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.
Insperity
Since 1986, Insperity has been showing companies how to harness the power of HR to improve business success. The company has grown from two people sharing a one-room office to a $4.3 billion company with more than 80 offices across the U.S.
Insperity is a human resources outsourcing solution for small to medium-sized businesses (from 5 to 5000 employees). The company establishes a fortune 500 HR infrastructure in businesses that would otherwise not have access to those resources. This is a usage model of both administrative and strategic people practices, along with the technology to support it. Rather than building it yourself, Insperity clients buy a turnkey solution that is already in place and ready at any time, no matter what comes up in the business or the lifecycle of the employees.
The company partners with the best small to medium size businesses throughout the country to help drive revenue, improve productivity, and contain and control costs. Insperity does this by working with business owners to better align their people strategy with their business strategy.
The company’s clients get access to better benefits, time-saving technology and the first-in-class service they deserve – complete with dedicated support.
Ashley Edwards Altman, Certified Business Performance Advisor, Insperity
Ashley comes to Insperity having spent 5 years helping to scale the HR of one of the fastest-growing companies in the country, where she realized her passion for helping small businesses grow. In her previous role, Ashley helped to grow the company from 40 employees to over 900 and was instrumental to the company’s HR and Recruiting efforts.
In her 5 years at Insperity, she has been awarded the Pinnacle Summit award (the past three years in a row), recognizing her performance as one of the top 15% of Business Performance Advisors across the company. Ashley has dedicated her career to helping small and medium-sized businesses in the Atlanta community grow by hiring and retaining the top talent in the market, helping business owners increase their bottom line through streamlining efficiencies, mitigating risks, and providing big company benefit options typically out of reach for small businesses, Ashley takes pride in helping entrepreneurs focus on their business, while offloading many of the areas that take the focus away from growing their businesses.
In her free time, Ashley is a volunteer mentor at the Atlanta Youth Academy, a citywide Tennis champion in the T2 singles tennis league, and enjoys long walks with her dog and husband around the Brookhaven neighborhood.
CDA Inc.
Czajkowski Dumpel & Associates, Inc. (CDA Inc.) started as a boutique benefits agency in 1975 in the New York City market. Since moving to Georgia in 1981 many small to mid-market companies have benefited from CDA Inc.’s willingness to look beyond traditional options for solutions to pay for employee healthcare costs.
CDA Inc. shops the market for the best benefits packages available to small companies and individuals with special consideration to claims that might be incurred specifically to the age/gender/family makeup of the group. The agency has grown from two to six individuals plus affiliated partnerships in order to provide the most expert and highest service levels possible. Continuation and succession planning is in place to guarantee ongoing levels of service and care to agency clients without interruption in case of any individual’s inability to perform at the levels of excellence our clients have come to expect.
Erica Dumpel, CLU, Cofounder and President, CDA Inc.
Erica Dumpel, CLU is the Founder of CDA Inc. and Founding Principal of GA Health Agents Agency. Erica has over 46 years of experience in the health insurance industry as a broker and consultant. After receiving a B.A. with honors from Trinity College in Hartford, Connecticut and a M.A. from The Fletcher School of International Law & Diplomacy, she entered the insurance industry in New York City in 1975. Quickly drawn to the pressing needs of individuals without health insurance, Erica developed a practice focused on offering affordable, aggressively competitive employee benefits programs to individuals, seniors and small group clients.
Erica watched health insurance evolve from hospital/surgical coverage to full major medical benefits. She has also seen Medicare coverage continue to evolve as Medicare Advantage plans have taken huge market share from traditional Medicare and Medigap options. In both instances, Erica has been a respected voice linking the escalation of premium costs to a system in which patients have little involvement in the actual cost of care.
As Affordable Care Act provisions have been implemented and modified, Erica has increasingly been in demand as a consultant, helping companies navigate the complications presented by this legislation. Reviewing options relative to ACA requirements and penalties presents an opportunity for employers to assess their long-range employee benefits plans. By analyzing the consequences of the various available options, the organization can create a smart strategy to prepare for future issues and avoid ever-increasing costs.
The Exit Planning Exchange Atlanta
The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.
The Exit Exchange is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com.
John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.
