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Search Results for: kids care

Exploring STEM Hobbies E19

January 20, 2022 by Karen

Exploring-STEM-Hobbies-feature
Phoenix Business Radio
Exploring STEM Hobbies E19
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Exploring-STEM-Hobbies

Exploring STEM Hobbies E19

Hobbies are what we work hard to have the time to enjoy, right? Imagine exploring new ideas and activities to find your favorite. Now consider the career pathways related to that hobby and what you would like to call work.

The Arizona SciTech Festival is an opportunity to engage in new experiences to help identify a passion in STEM. Join us online or in person at a variety of community events! You are a Scientist!

Guests on this episode share their diverse backgrounds and their journey to STEM. We discuss the common misconceptions of certain hobbies, including difficulty levels and out of this world ideas. Listen in as we celebrate the need for failure and exposure to new ideas.

CoopExtPinal-CountyPRIMARY1

University of Arizona Cooperative Extension takes the science of the University to the people of Arizona through programs, publications, classes, events and one-on-one teaching. Cooperative Extension is one of the pillars of The University of Arizona’s Division of Agriculture, Life & Veterinary Sciences & Cooperative Extension.

We are about “Improving Lives, Communities and the Economy” by serving as a statewide network of knowledgeable faculty and staff that provides lifelong educational programs for all Arizonans.

We are part of a nationwide educational network of scientists and educators who help people solve problems and put knowledge to use. Arizona Cooperative Extension provides a link between the university and the citizens of this state.

Anne-LeSenne-STEM-UnpluggedAnne LeSenne has been involved with horticulture her entire life having grown up on a farm and having a large garden ever since. Anne has both her Bachelor’s degree (BYU Idaho) and Masters degree (Texas Tech) in Horticulture.

Professionally she has been a Landscape/Irrigation Designer, Wholesale Nursery Salesperson, Arborist, Landscape Maintenance manager, and most recently a Teacher at a college in Oregon, teaching Horticulture.

She is also a board certified Master Arborist with the International Society of Arboriculture and a beekeeper.

Tucson Amateur Astronomy Association provides opportunities for members and the community to learn about and share the joy and excitement of astronomy through observing, education, and fun. TAAA-Logo

Jim-Knoll-STEM-UnpluggedJim Knoll has a bachelors degree in Business Management and a Masters in Business Organizational Management. He is a retired Air Force and Government Civilian.

He is serving on the Board of Directors for the Friends of Agua Caliente, a local county park in Tucson, AZ as Past President, current Treasurer and Membership Chair.

Jim is a volunteer with the Tucson Amateur Astronomy Association as Star Party Manager, Director of the Chiricahua Astronomy Complex, and Social Media manager.

Follow Tucson Amateur Astronomy Association on Facebook.

Southwest-Maker-Fest-Logo

Southwest Maker Fest is a collaborative one-day festival and community of makers seeking to achieve the vision of a connected community, empowered by creativity. The Southwest Maker Fest (SWMF) mission is to celebrate, engage, and inspire the maker in each of us.

The upcoming Southwest Maker Fest will be held Saturday, February 19, 2022, 10am-4pm along Macdonald between Main Street and Pepper Place in downtown Mesa.

Michael-Savarese-STEM-UnpluggedFor almost 20 years Michael Savarese has been designing, building and programming professionally as well as for fun. Just over 4 years ago he became involved with the planning and running of the annual Southwest Maker Fest in Mesa, AZ.

Along with the lead up to the day of the Festival, he also runs a workshop teaching kids to create their own boardgames with materials and guided instruction.

Follow Southwwest Maker Fest on Facebook and Twitter.

CPL-logo2019

The Chandler Public Library serves the community through literacy building, information sharing, gathering spaces, and by providing unique learning opportunities.

With the creation of The Makery – a suite of spaces that includes a programming room, production studio, and maker lab – is the Library adding a new resource to realize our mission in the 21st century.

The Makery will include subject matter experts, hardware, and software that will address the digital literacy gap by ensuring all community members will have the opportunity to build their skills with digital creation software, coding, design, and gain access to technological equipment.

Stacey-Akahoshi-STEM-Unplugged2Stacey Akahoshi is the Makerspace Librarian at the Chandler Public Library. She is responsible for The Makery, a free makerspace that increases community access to emerging technologies and traditional maker resources.

Stacey is a visionary professional, that loves to create new ideas and incorporate innovation and diversity into her projects. Currently, she serves on the Arizona Library Association EDI committee, JCLC Conference Marketing Committee, is the Advisor of Inclusion at the ASU chapter of Pi Beta Phi.

Stacey enjoys playing soccer and training dogs outside of work.

Follow Chandler Public Library on LinkedIn, Facebook, Twitter and Instagram.

About Our Sponsor

SciTech Institute™ was established as the Arizona Technology Council Foundation as the conduit for collaboration among STEM industry, academia, civic, and non-profit organizations in Arizona. Now, rebranded and named the SciTech Institute™ the goal centers around aligning assets and resources to motivate individuals to pursue STEM-related educational and career paths or find a passion while engaged in community events during the SciTech Festival.

The Chief Science Officer program highlights the 6th-12th graders that have been selected as leaders in their schools and communities to receive training to build a world-class community of diverse STEM-literate workers and knowledgeable, engaged citizens. Science For All allows for tax credit donations to provide engaging experiences for students while RAIN (Rural Activation Innovation Network) focuses on resources for the rural areas of Arizona.

As a STEM Learning Ecosystem, SciTech Institute™ focuses on collaboration and connecting individuals with opportunities! STEM Professionals are encouraged to engage with the future workforce by serving as a mentor, leadership coach, panelist, keynote and session trainer during a variety of conferences hosted or sponsored by SciTech Institute™ and The Arizona Technology Council.

Teachers and Administrators are invited to connect with the resources available while activating a large network of STEM champions for student projects, judges at events, volunteers, exhibitors and more. SciTech Festival Event Coordinators are supported during the planning and execution of community STEM events around the state by the SciTech STREET Team Members and the growing network of volunteers. The possibilities are endless! SciTech Institute™ looks forward to connecting with you today. Visit SciTechInstitute.org today for more information.

Follow SciTech Institute on LinkedIn, Facebook, Twitter and Instagram.

About Your STEM Unplugged Hosts

After grow up in rural New York and joining the United States Army, Kelly Greene learned quickly to adapt to her surroundings to be successful. She attended Wittenberg University in Springfield, Ohio to earn her Bachelor’s Degree in Elementary Education.

She also enlisted in the United States Army and after graduating from training, Kelly traveled the world with the military. While stationed in Misawa, Japan, she fell in love with learning about cultures around the world. Even as a deployed Soldier during Operation Iraqi Freedom for two tours, she found opportunities to connect with the local children to form the Victory Base Council Girl Scouts with her fellow servicemen.

In 2013, she was deployed to Afghanistan in support of Operation Enduring Freedom and traveled the country by air. During this deployment, she had the opportunity to utilize the most advanced technologies available to the tactical HUMINT operations in theater. Upon return from combat, she retired with 21 years of service and began teaching. From 6th grade Math to 7th grade STEM, Kelly used her enthusiastic nature combined with her strong classroom management to design curriculum based on the Engineering Design Process!

Now, as the Chief Operating Officer at SciTech Institute, Kelly is excited to serve the communities in Arizona and beyond to share their interest in STEM!

Claire-ConwayClaire Conway is the STEM Ecosystem Programs Manager at SciTech Institute.

Connect with Claire on LinkedIn.

Tagged With: astronomy, create, Library, Library Makerspace, maker space, makerspace, Pinal Cooperative Extension Garden & Landscape, Public Library, Stargazing, Stargazing in Tucson, STEAM, STEM, Tucson Amateur Astronomy Association

Decision Vision Episode 152: Should I Become a Consultant or Freelancer? – An Interview with Ben Cagle, Cagle Consulting Partners

January 20, 2022 by John Ray

Cagle Consulting Partners
Decision Vision
Decision Vision Episode 152: Should I Become a Consultant or Freelancer? - An Interview with Ben Cagle, Cagle Consulting Partners
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Decision Vision Episode 152:  Should I Become a Consultant or Freelancer? – An Interview with Ben Cagle, Cagle Consulting Partners

With corporate employment in constant flux, executives tired of the corporate life often set up their own independent consulting practice. Host Mike Blake spoke with Ben Cagle, managing partner of Cagle Consulting Partners, about the process of becoming an independent consultant or freelancer. Ben discussed his journey, how to get that first client, networking and marketing, the challenges unique to consulting, and much more. Decision Vision is presented by Brady Ware & Company.

Cagle Consulting Partners

Cagle Consulting Partners (CCP) is an Advisory Firm focused on helping clients: • Accelerate Revenue Growth • Respond to Rapidly Changing Markets • Building/Scaling Organizations • Sell into Large Global Customers. CCP currently serves large Global Enterprises (IBM, Cisco, SAS), Mid-Market Firms, and diverse Technology Start-Up clients in Artificial Intelligence, Data Analytics, Cybersecurity, IoT, and Blockchain.
Company website | LinkedIn

Ben Cagle, Managing Partner, Cagle Consulting Partners

Ben Cagle
Ben Cagle, Managing Partner, Cagle Consulting Partners

Ben Cagle is Managing Partner of Cagle Consulting Partners (CCP), an Advisory Firm focused on helping clients:
• Accelerate Revenue Growth
• Respond to Rapidly Changing Markets
• Building/Scaling Organizations
• Selling to Large Global Customers.

CCP currently serves large Global Enterprises (IBM, Cisco, SAS), Mid-Market Firms, and diverse Technology Start-Up clients in Artificial Intelligence, Data Analytics, Cybersecurity, IoT, and Blockchain.

Prior to founding CCP, Ben served as a Division President for a Global 100 Enterprise. Ben had P&L responsibility for a global business unit (several $ hundred million in revenue) and was on the core team leading an industry consolidation initiative (with McKinsey & Company).

Transitioning from “industry” into global management consulting, Ben served in various Consulting Partner, Practice/Industry Leader, Solution Innovation, Marketing, and Thought Leadership roles. Ben’s global enterprise consulting leadership experience includes positions at HP Enterprise (formerly EDS), DXC Technology (formerly CSC Consulting), and Hitachi Consulting with clients across four continents.

Ben also has led various NASDAQ, VC-backed Software/SaaS, and entrepreneurial companies focused on Advanced Data Analytics, Market Insights, and Brand/Marketing Strategy targeting multiple industries.

Ben is an Alpharetta, Ga. native and currently resides in Alpharetta with his wife, Sara. He graduated of the Georgia Institute of Technology, is active in various Technology and Start-up organizations, and currently serves as the Chairman of Tech400 (sponsored by the Greater North Fulton Chamber of Commerce).

LinkedIn

Mike Blake, Brady Ware & Company

Mike Blake, Host of the “Decision Vision” podcast series

Michael Blake is the host of the Decision Vision podcast series and a Director of Brady Ware & Company. Mike specializes in the valuation of intellectual property-driven firms, such as software firms, aerospace firms, and professional services firms, most frequently in the capacity as a transaction advisor, helping clients obtain great outcomes from complex transaction opportunities. He is also a specialist in the appraisal of intellectual properties as stand-alone assets, such as software, trade secrets, and patents.

Mike has been a full-time business appraiser for 13 years with public accounting firms, boutique business appraisal firms, and an owner of his own firm. Prior to that, he spent 8 years in venture capital and investment banking, including transactions in the U.S., Israel, Russia, Ukraine, and Belarus.

LinkedIn | Facebook | Twitter | Instagram

Brady Ware & Company

Brady Ware & Company is a regional full-service accounting and advisory firm which helps businesses and entrepreneurs make visions a reality. Brady Ware services clients nationally from its offices in Alpharetta, GA; Columbus and Dayton, OH; and Richmond, IN. The firm is growth-minded, committed to the regions in which they operate, and most importantly, they make significant investments in their people and service offerings to meet the changing financial needs of those they are privileged to serve. The firm is dedicated to providing results that make a difference for its clients.

Decision Vision Podcast Series

Decision Vision is a podcast covering topics and issues facing small business owners and connecting them with solutions from leading experts. This series is presented by Brady Ware & Company. If you are a decision-maker for a small business, we’d love to hear from you. Contact us at decisionvision@bradyware.com and make sure to listen to every Thursday to the Decision Vision podcast.

Past episodes of Decision Vision can be found at decisionvisionpodcast.com. Decision Vision is produced and broadcast by the North Fulton studio of Business RadioX®.

Connect with Brady Ware & Company:

Website | LinkedIn | Facebook | Twitter | Instagram

TRANSCRIPT

Intro: [00:00:02] Welcome to Decision Vision, a podcast series focusing on critical business decisions. Brought to you by Brady Ware & Company. Brady Ware is a regional, full-service, accounting and advisory firm that helps businesses and entrepreneurs make visions a reality.

Mike Blake: [00:00:23] Welcome to Decision Vision, a podcast giving you, the listener, clear vision to make great decisions. In each episode, we discuss the process of decision making on a different topic from the business owners’ or executives’ perspective. We aren’t necessarily telling you what to do, but we can put you in a position to make an informed decision on your own and understand when you might need help along the way.

Mike Blake: [00:00:45] My name is Mike Blake, and I’m your host for today’s program. I’m a director at Brady Ware & Company, a full-service accounting firm based in Dayton, Ohio, with offices in Dayton; Columbus, Ohio; Richmond, Indiana; and Alpharetta, Georgia. My practice specializes in providing fact-based strategic and risk management advice to clients that are buying, selling, or growing the value of companies and intellectual property. Brady Ware is sponsoring this podcast, which is being recorded in Atlanta per social distancing protocols.

Mike Blake: [00:01:14] If you would like to engage with me on social media with my Chart of the Day and other content, I’m on LinkedIn as myself and @unblakeable on Facebook, Twitter, Clubhouse, and Instagram. I also recently launched a new LinkedIn group called A Group That Doesn’t Suck, so please join that as well if you would like to engage. If you like this podcast, please subscribe on your favorite podcast aggregator and please consider leaving a review of the podcast as well.

Mike Blake: [00:01:41] Today’s topic is, Should I become a consultant or freelancer? And it’s an interesting topic, as we record this on January 18, 2022 as we continue through this trans-pandemic period that we’re in, we are seeing society reorganize in many facets in real time. And one of the areas that I don’t think any of us are truly prepared for was the way the labor market is reorganizing.

Mike Blake: [00:02:18] And we’ve had a couple of shows late last year, probably in the 120s or so, I think this is recording number 151 or two or something, but, you know, we’ve had conversations about how to find or tap into underutilized, underexplored labor pools. And the reasons for that are that we are experiencing an unprecedented labor supply shock that we have not seen since World War II.

Mike Blake: [00:02:48] And that labor supply shock has occurred for a number of reasons including – in whatever order you want to place – that we’re two-and-a-half million immigrants short of where we would have been had we continued the policies that have been in place before, say, 2016. And that’s according to data from the Cato Institute. The Cato Institute is a conservative think tank. So, don’t go all up on Blake is a communist kind of thing.

Mike Blake: [00:03:19] We have seen between three to four million people retire that we were not expecting to retire, and that’s data that comes from the Kansas City and St. Louis Federal Reserve. Again, they may be communists, but take it up with them, not with me. And that’s been because of a combination of people being let go, and they probably don’t have great prospects for reentering the labor force. It’s because of people’s portfolios suddenly becoming a lot more valuable because they had invested in Apple and Netflix and, therefore, can afford to retire, and people that just don’t want to deal with a COVID work environment.

Mike Blake: [00:03:59] On top of that, we’ve had something on the order of 400,000 to 450,000 people simply die or be disabled by coronavirus that were of working age in the United States. And we don’t know how many people who have exited the workforce because for lack of day care and elder care. And the estimates I’ve seen have placed those numbers in the millions. So, the point is you take that many people out of the labor force in an 18 month period, you’re going to find that it’s hard to find workers.

Mike Blake: [00:04:35] And on top of all that, we’re finding that the script has flipped in what we’ve called the gig economy. I mean, the gig economy has been around for a while. It’s been around, as long as I can remember in my professional life, since around 2000 or 2005, when startups were relying on gig workers to help bootstrap their startups and run an ultra lien. And everything was about Elance and Fiverr and now Upwork and other places. But that was always considered sort of a fringe area of the labor market.

Mike Blake: [00:05:17] And then, we saw the second wave of gig economy in terms of delivery and transportation, Uber, Lyft, Amazon drivers, to a lesser extent, delivery services like Instacart but that really didn’t take hold until we all didn’t feel comfortable leaving our homes anymore.

Mike Blake: [00:05:38] But what’s happened now is that the script has flipped a little bit and that I think there is a perception for many of us that if you’re in the gig economy, you’re kind of there because you got relegated. You didn’t get picked to go work for a big company or you had unique life circumstances that simply wouldn’t let you work out of the home. But, frankly, we felt sorry for a lot of people that were in the gig economy because we had the sense or the stigma, perhaps, for being fair about it. We had the sense that people in the gig economy because they were forced there, not because that was a matter of choice.

Mike Blake: [00:06:23] And that’s now changing as we enter a phase in the economy that I have not seen in my adult lifetime. I don’t know if this happened in the early 80s. I was a dumb ass teenager then, so I don’t know. But I have not seen a period in my life where labor had this much power in the labor market in the United States. I cannot remember when that’s ever happened. Even during the dotcom boom, it was really nothing like this.

Mike Blake: [00:06:54] And for a combination of factors of wanting to work from home, from liking the flexibility of working from home, work life balance, in some cases better pay, in some cases, I would argue, better stability rather than less than in a gig economy than working in a J-O-B, job. Lots of people are making the switch to becoming consultants and freelancers, often for the companies where they quit their jobs to take that role in the first place. And that’s not new, but it’s more pervasive, because I think companies are more desperate to keep that talent so they’re kind of saying, “Well, whatever kind of keeps you in the seat, we’re going to be willing to do.”

Mike Blake: [00:07:32] And so, that made me think that this is a neat topic to visit at this point in time. Because whether you’re a decision maker thinking about entering the gig economy as a freelancer yourself, it could be as a side hustle, it could be as a fulltime thing, or whether it’s an employer wondering if your employees are thinking about becoming gig workers, whether they would prefer to become gig workers, maybe the gig work model is better for you as a company. I think that it has relevance and warrants a discussion of the topic that I’m not sure that it really has had since we launched the Decision Vision podcast, and I hope you’ll agree. If not, then you’ll probably have already turned off and listening to another podcast.

Mike Blake: [00:08:19] But with that long preamble – probably the longest I’ve ever had – today’s topic is, Should I become a consultant or freelancer? And according to the data from MBO Partners and presented by Visual Capitalist, gig workers are now contributing $1.2 trillion in revenue to the U.S. economy. That’s a little bit north of five percent, maybe six percent doing the math in my head. And according to Statista, millennial gig economy statistics show that 44 percent of millennials freelance.

Mike Blake: [00:08:55] And, you know, as I sit here, I’m now 51, I have to realize that millennials aren’t just pimply video game playing teenagers anymore. They’re serious people and serious jobs that are executives and owning companies, and some of them have become my clients. And, you know, now we get to make fun of the Gen Y or whatever the hell is behind them. But that generation has largely embraced the gig economy by choice. And so, again, it just underscores the fact – or my belief anyway – that this is a topic that is well worth talking about in the decision of whether to enter the gig economy or not.

Mike Blake: [00:09:36] And joining us today is somebody who is no stranger to the gig economy – I think, we’re going to find from many angles – Ben Cagle, who is Managing Partner of Cagle Consulting Partners, CCP, an advisory firm focused on helping clients accelerate revenue growth, respond to rapidly changing markets – I bet you’re busy doing that – building and scaling organizations, and selling into large global customers. CCP serves large global enterprises, IBM, Cisco, and SAS; mid-market firms, and diverse technology startup clients, and artificial intelligence, data analytics, cybersecurity, Internet of Things, and blockchain.

Mike Blake: [00:10:19] Prior to founding CCP, Ben served as a division president for a Global 100 Enterprise. He had P&L responsibility for a global business unit of several hundred million dollars of revenue. And was on the core team leading an industry consolidation initiative with McKinsey and Company. Transitioning from industry into global management consulting, Ben served in various consulting partner, practice, industry leader, solution innovation, marketing, and thought leadership roles.

Mike Blake: [00:10:49] Ben’s global enterprise consulting leadership experience includes positions at HP Enterprise, formerly EDS, DXC Technology, and Hitachi Consulting with clients across four continents. Ben has also led various Nasdaq Venture Capital backed software and SAS and entrepreneurial companies focused on advanced data analytics, market insights, and brand marketing strategy targeting multiple industries.

Mike Blake: [00:11:17] Ben is an Alpharetta, Georgia native – I knew there was one out there – and currently resides in Alpharetta with his wife, Sarah. He graduated from the Georgia Institute of Technology, is active in various technology and startup organizations, and currently serves as the chairman of Tech 400, sponsored by the Greater North Fulton Chamber of Commerce, and it goes on and on. Look at his LinkedIn profile, he’s done a bunch of stuff. Ben Cagle, welcome to the program. Thanks for coming on the show.

Ben Cagle: [00:11:47] Yeah. Thanks, Mike. And thanks for cutting my LinkedIn profile short on that intro. I appreciate it.

Mike Blake: [00:11:52] The beauty of copy and paste, maybe. So, you know before we get started, it’s bizarre that you and I have not talked more. You know, I spent a lot of time in the startup community with Startup Lounge, and I know you’re familiar with it and I’m familiar with your name. But this will probably represent the longest conversation you and I have ever had up until this point.

Ben Cagle: [00:12:17] Well, that’s because alcohol is not currently involved. But, virtually, we can take care of that. But, no, I look forward to it. I loved your intro. It was a bit lengthy, but I’ll give you grief about that later. But disruption has been a theme of my career and a theme of how I’ve had to create value for different clients and different opportunities. So, I really look forward to your setup. I really enjoyed the conversation.

Mike Blake: [00:12:37] Good. Well, like I said, it was a record. Most don’t go that far, but, you know, it is just a fascinating topic. And when we get into society evolution questions, I just find them so fascinating. And my favorite field of economics has always been labor economics. I’m not sure why, but just the relationship between workers work and society is really interesting. And it’s interesting because I think every time we think we understand, we find out just how little we understand.

Ben Cagle: [00:13:10] Yeah. And it’s interesting how it’s changed and how each industry is cascading at different maturity curves and everything else around that, so a lot going on. But, you know, I entered the workforce in the 80s – yes, I’m that old – and the expectation, I think, at that time – we read several articles – I was really at the edge of the baby boomers, the last year, maybe in the next generation past baby boomers, 35 year career, one employer. Three years after I graduated undergrad, they then said it was radical you may have three jobs in your career. Then, it turned five years, it was 12 jobs, maybe.

Ben Cagle: [00:13:50] So, you can see how that change in that expectation, that loyalty to the global enterprise. All the disruption you talked about has changed. And just going through all of that and, even getting a 401K where you’re accountable for your retirement versus all the baby boomers that are punched out before us, had the free ride with the pensions, all those changes I’ve cascaded. I call it surfing through those changes and had to really respond to industries, you know, disappearing, new ones emerging, and then how do you manage your career through that, which led me to starting my own consulting practice.

Mike Blake: [00:14:25] You know, it’ll be fascinating to see how my sons enter the economy. I’m a Gen-Xer. My oldest son will be 20 in April. My father had two jobs in his professional career after the Air Force. I’m on job, I think nine since college, maybe ten, I’m not sure. And my sons may have 30 over the course of their career. And the definition of a job may change. It’ll be really fascinating to see how that all kind of works.

Mike Blake: [00:14:59] So, Ben, you’ve done all these things. In a lot of ways, many people would say that you had to achieve the brass ring several times over. You sort of made it to the top of the pile. You made it to the top of the food chain. And then, you gave it up to go into consulting and freelancing. So, what I’d really like to understand and I think my listeners would find fascinating is, I’d love you just to tell me about the origin story. How did Ben Cagle, corporate chieftain venture capitalists turned into Ben Cagle, freelancer Fiverr?

Ben Cagle: [00:15:36] Well, my wife is still asking that same question.

Mike Blake: [00:15:41] Should we get her on? That’ll make for some good podcast.

Ben Cagle: [00:15:44] This will be a support group meeting if we do that. Now, if I may, I look at my career, not just by jobs, but by chapters. And there’s been four chapters to my career that kind of sets up what I’m in now, the fourth chapter, which is having my own consulting company. So, I, hopefully, won’t belabor the point. But let me just tell you that runway and the themes of that disruption that I previously mentioned.

Ben Cagle: [00:16:08] I got out of Georgia Tech, got into industry, Global 100 company, started in sales. They trained me supply chain all the way through operations. And, eventually, the industry itself was disrupted. And the industry is we sold paper to newspapers- yes, I am that old. Remember our newspaper, you used to get ink on your fingers. There was actually a product, not a digital product.

Ben Cagle: [00:16:36] But what happened is, during that change, we knew the world was changing. Our customers were consolidating. All the media companies were consolidating. We knew this thing called the internet was going to take off. I’m in my late 20s, early 30s saying, “Okay. I know that in 15 years I’m going to be obsolete, what do I do with my career?”

Ben Cagle: [00:16:54] So, at that time, I was very fortunate. We did a McKinsey study, reorg, and I knew that I had to get into technology if I was going to be sustainable in my career and to keep having value. So, with the industry, in the paper industry, I was able to be the division president, traveled the world, global clients. Did that, enjoyed that lifestyle, and enjoyed the ego strokes that came with that, but knew I was going to have transition.

Ben Cagle: [00:17:19] At that time, a company called EDS, their technology, they were looking at people that had business experience, not even technology experience. I don’t even know how to do a PowerPoint or anything like that. But they brought me in. I led some practices learn global consulting. I was recruited over to another company, CSC. So, the first chapter was industry. The second chapter was big consulting. So, again, big business, big systems, all the ERP, the enterprise resource planning, the internet bubble. We consulted right through that, advised several large companies.

Ben Cagle: [00:17:53] Third chapter of my career – and this is a key theme here, and I think this is what’s happening with the great resignation – people said, “Screw it. I’m tired of the corporate reorgs.” I was tired of climbing the ladder, building an organization. Someone made a decision, sold the business, shut the business, didn’t fund it. New CEO comes in with a new strategy every two years. So, at that time, I entered the third chapter, which was working with Nasdaq, traded data analytics companies or venture software, leveraging my industry experience and PNL experience into different smaller companies.

Ben Cagle: [00:18:27] You know, Mike, I only had, like, $2 million of revenue. Others had 120 that were Nasdaq traded. I had thousands of employees across two continents. So, that was the third chapter is managing these small businesses. And then, the fourth chapter was my own business.

Ben Cagle: [00:18:44] And the reason I decided was, “You know what? I’m tired of other influences determine my future. I’m tired of not being able to navigate and be totally accountable for my own success.” So, I did everything wrong when I started my consulting business. I had no clients. I had three ideas. And I really jumped out of it because I just left another position and the decision was, for me at that time – Mike, and this is PC, you know, pre-COVID – I said, “I had a decision to make. I’m in my 50s, do I want to do three more turns of the crank finding jobs every two to three years? Or do I want to do my own thing and really ride this into retirement or really create a new future?” And I made the decision, “I’m going to take accountability. I’m going to create my own future.”

Ben Cagle: [00:19:35] And to do that, I started out with, again, typically, someone in their 50s that punches out of corporate, they always go and sell themselves back. They do consulting or freelance work for their previous employer. That’s the standard model for someone in the 50s. Now, we’ll talk about younger people, different skill sets, how they’re freelancing versus consulting in just a minute. But that was my decision. And I really started with a three layer cake.

Ben Cagle: [00:20:04] I started with saying, “Okay. I’ve led venture capital software companies, let me play with startups.” And that’s where, Mike, I started hanging around all the incubators and accelerators in Atlanta, I think there’s 35 at last count. And just started kind of building relationships and learning.

Ben Cagle: [00:20:19] Second layer of the cake, mid-sized companies, five to 150 million. And then, I said, “What’s their problem? How can I add value? What would someone pay me for?” And that’s the problems of growing revenue, scaling organizations, applying disruption, and helping them just really think through their business strategy, and then execute that strategy.

Ben Cagle: [00:20:40] And then, I was very fortunate, kind of the third layer, the top layer of the cake with the Global 100 companies, I actually was recruited by a firm that actually provides senior level executives back to IBM, Cisco, and SAS, training their sales reps how to have the executive conversation with the CEO, CFO, line of business leaders.

Ben Cagle: [00:20:59] So, that’s kind of the three levels of my consulting business, startups, mid-sized companies – and really, I’ve done breweries. I’ve done software development in India, all that tech stuff, all of these services stuff. And then, still staying in touch with the global enterprises and even their innovation groups. Because – guess what? – they want to know about the startups and create value there. So, there’s a method to the madness of that three layer cake and then solving the three major problems of revenue scaling, responding to change, and innovation.

Ben Cagle: [00:21:31] So, Mike, thank you for letting me kind of share that, but that’s really what led me to building this business. The other thing is, it was kind of a lifestyle. But more importantly, I wanted to kind of say, “You know what? As I got older, I could either ramp it up or ramp it back.

Ben Cagle: [00:21:45] The other thing is cable partners, I called it that because I didn’t want the headache of having a payroll. So, I work with 15 different partner firms, some of them are three person, single entrepreneurs, freelancers. Some, actually, they have 100 employees. And if I need to assemble a team to deliver value, whether it’s tech or strategy or whatnot, I can do that. It’s really relationships together to deliver value for clients. So, that’s my long rambling.

Ben Cagle: [00:22:16] So, Mike, as I was telling that story, which themes head of your disruption of the gig economy 2.0, what were you thinking about as I was telling that story?

Mike Blake: [00:22:27] Well, the thing that struck me, probably because I just happen to violently agree with it so it must mean we’re both geniuses, is, you talked about or you touched upon what effectively is the myth of stable employment. You talked about being tired of somebody else making a decision for you.

Mike Blake: [00:22:47] And I remember years ago, I was a sole practitioner – I still consider myself sort of a sole practitioner within my firm and certainly my comp plan does, so I think that all agrees – I remember giving a talk. I was at the Kettering group, I think. And back then, they had a lot of executives in transition, that was sort of their thing, not that much anymore. But I started the talk by asking the question, “How many of you guys are in transition, guys and ladies in transition?” Two-thirds of them raised their hands.

Mike Blake: [00:23:18] I said, “Okay. Keep your hands up. And then, all of you who think that you are let go because of a bad thing that you did, keep your hands up.” And everybody’s hand went down. And it has everything to do with what you just talked about, acquisitions happen, strategic priorities change, economies happen, somebody has a bad day.

Ben Cagle: [00:23:48] Well, yeah. Perfect. I’ve been on the giving and the receiving side of a reduction in force.

Mike Blake: [00:23:55] So have I.

Ben Cagle: [00:23:56] And like the Nasdaq traded company, that was, again, about $120 million, we came in as a leadership team. We were about eight weeks with not making payroll. So, we had to get rid of about 20 percent of the workforce immediately, and you had to basically navigate a quick strategy, whipsaw. And I’m kind of a relationship guy. You know, I’m a spiritual guy. I was really having problems with that.

Ben Cagle: [00:24:20] But it’s kind of like the old, when you’re in that leadership position – so I understand it – it’s kind of like being a submarine commander. When you’re sub’s head in the front with a torpedo and you have to close all the doors, and you know the front sailors in the first section that got torpedoed are going to drown. But if you don’t do that, everyone’s going to die. So, that’s been in that kind of situation. So, I’ve been on the giving side of that.

Ben Cagle: [00:24:43] The other thing is, you know, I was hired by Hitachi Consulting, recruited by the CEO of the consulting group, working for the COO. They said they were going to be there five more years. I had three years to make my goal and build the business we were talking about. So, it was a senior level executive. They were throwing money at me. And three months after I joined them, the CEO was shut. The COO was shut. So, all these long term people that promised me the world, basically six months later, they took the top 15 of us and shut us all.

Ben Cagle: [00:25:14] So, that’s when I said, “Mad as hell. I’m not going to take anymore. I’m pissed.” And I’ve always said I’m smarter than everyone else and go prove it, you know, if you’re that pompous. And I said this to myself, “You’re that pompous. Go make it happen.” So, that’s how I got into consulting and just loved it. And I have no regrets going back.

Mike Blake: [00:25:34] And I think there’s a lot to the notion that when you have income coming from ten spots as opposed to one, it’s just basic diversification. One consultant decides they don’t need you anymore, for whatever reason. You still got the other nine. Not as big a deal.

Ben Cagle: [00:25:54] Let me tell you the best piece of career advice I got was from my landscaper, true story. So, between senior level executive, they always get rid of you, and then they send you a severance, and then you use that severance to look for your next role. Sometimes that could be a year gap, two year gap as you’re jumping. My Chapter three of my career, different leadership roles.

Ben Cagle: [00:26:20] So, he noticed I was home again, working for home yet again. “Hey, Ben. You’re between jobs.” “Yeah. Thanks, Al. I really appreciate you rubbing my nose in it.” And I said, “Well, at least I don’t have it like you do.” And he goes, “What do you mean?” I go, “Well, at least I have opportunities, and I’ve got the logos behind me, and I was doing all the corporate stuff.” He goes, “Well, Ben, that’s all great. You know I’ve got 140 customers, if three of them fire me, that just means I go home early.”

Ben Cagle: [00:26:48] So, I’m going, “Damn. I missed it again. That was just genius.” And really, Mike, I will be honest that informed my portfolio approach to I’m working with startups. They don’t always have money. So, I do some sweat equity, some for fee, retainer-based, fractional COO or CRO, whatever. But my portfolio, that middle tier of the cake working with those mid-sized companies, sometimes that’s a three month gig, sometimes I check in once a quarter. And then, the training that I do working with IBM, Cisco, or SAS, or the innovation group, the chief innovation officer that I work with, that comes and goes.

Ben Cagle: [00:27:25] So, you’re right, I’m managing a portfolio of interest, of revenue models, and everything else, but it’s my hand to play. It’s my cards. I lay three cards down. I’m playing draw poker. I pick three up. And that’s what I’ve enjoyed about it and being able to navigate those different ecosystems of relationships, which is key for freelancers or anything else. I’m sure we’re going to touch on that in terms of what’s success or how do you drive success. But that’s been the most fun part.

Ben Cagle: [00:27:50] And meeting, quite frankly, guys like you and some of the other professionals that turn into being, you know, referral networks, hub and spoke advisors. It’s just really cool. You meet wicked smart people with the same values. You don’t have to deal with the assholes. And you just run your business and run it the way you want to.

Mike Blake: [00:28:11] So, I think a question everybody is asking – and you sort of touched on this and you said you did everything wrong – everybody wonders how do you get your first client. That’s so scary. Now, you, obviously, have some exposure to sales, but not every consultant who goes out there has a background in sales. Talk about the story of getting that first client. You hang out the shingle Ben Cagle and Associates, or Partners, or whatever, Cagle Capital Partners and Consulting Partners, how do you get that first client?

Ben Cagle: [00:28:48] Yeah. It was a referral. I think it took me six months. In my first year – and this is not making fun of people or saying it’s derogatory – I think I made 30,000 in revenue. And there’s nothing wrong with making 30,000 revenue, but that was a little bit below my expectations, and I had two daughters in college at the time.

Ben Cagle: [00:29:09] But I remember that first retainer I got was from a technology company and it was part of my networking. So, I mentioned the three layers of the cake, I was networking and just going to events with startups down around Georgia Tech. I had a friend from Georgia Tech refer me to the startup, got a referral, and just started telling my story, and that was the connection. So, networking and referrals, key, key, key pipeline for driving any kind of freelance or consulting business pipeline.

Ben Cagle: [00:29:42] It’s not the only channel to drive revenue or get clients but, obviously, your first one’s going to come from that or, like I mentioned, a previous employer, or if you’ve got another partner in your practice, or other freelancers that can refer you in. So, that referral network, that’s key. If you don’t have that, if you haven’t built it, it’s going to take time.

Ben Cagle: [00:30:03] Someone advised me – Mike, I’m curious to hear your point of view – if you’re starting ground level cold, it takes about almost four to five years to build your network where it feeds your business. In addition to doing other marketing, doing thought leadership like you’re doing here with your blog, there’s other things to really get your marketing, your awareness, your interest out there besides networking. But you can’t avoid it. You’ve got to be out there talking to people and getting that referral network going.

Mike Blake: [00:30:32] Yeah. It definitely takes time, which is one of the things I’m harping on all of my team who are much younger than I am. I’m always pushing them to build networks. I only got serious about my network when I was about 35. And I kind of wonder because I was always the quant geek, I was the math geek they shoved in the closet someplace and never like to talk to human beings because I was the Greek letter guy. And that was fun. It was fun to have everybody talk about how smart you were.

Mike Blake: [00:31:03] But then, I realized what immense damage that did to my career that I had no network. And when, all of a sudden, I needed to learn how to sell, I think it took me a year to sell my first engagement period, which is a really small one. And then, it did take about five years before the flywheel started going, and I didn’t have to be always doing sales all the time for the phone to ring and emails to come in and so forth.

Ben Cagle: [00:31:35] Right. Exactly. I mean, for a lot of people in their 20s and 30s that are either getting started, I was talking to one lady, she worked with start ups. She’s 29. She’s already feeling obsolete because she doesn’t know where her next opportunity is coming from. She hasn’t worked on our network. She really hasn’t thought about her core competencies, poor English, what she’s really good at. And she hasn’t thought about either her own consulting, what’s the problem she’s solving, or anything else?

Ben Cagle: [00:32:04] You know, if you’re an engineer, you can do software coding. There’s enough websites now to keep you busy. My daughters are in their 20s, they’ve got a friend, she’s a financial analyst, great MBA, and she’s literally traveling the world. It’s like we play Where’s Waldo? It’s like Where’s Michelle this week? Because she is working anywhere in the world she wants to doing her financial analysis. Those are discrete mathematical engineering skills. And I think there’s kind of a hierarchy. Those are easy to quantify, easy to validate, easy to use all the technology out there.

Ben Cagle: [00:32:37] However, the more senior you are, the more vague you get. If you’re creative, you definitely need channel partnerships. You definitely need referral networks, alliance partners, that can really get you in the opportunities around that. So, really, I look at your skillset, your experience set, your tenure, which industries you played in. And then, of course, what scenarios have you been in? Were you in a high growth mode or a mature dying industry?

Ben Cagle: [00:33:05] All of those five or six kind of vertical lines when I do career coaching informally, I look at all those and say, “What are you really unable to? How can we wrap you, package you, and then how do we get you to market to meet the needs and create value where someone will pay you for it?

Mike Blake: [00:33:21] So, I don’t think it’s so much of a choice. I think it’s a spectrum. When you’re a consultant, the spectrum of lifestyle versus I want to kill it. One is, I want to have a certain lifestyle, and maybe it’s a 30 to 45 hour week kind of gig and that supports a certain lifestyle, if you will. And then, there’s a 75, I want to build the next McKinsey, Bain, Boston Consulting kind of thing. Where do you think you kind of were on that slider when you started and what went into your decision to go that direction?

Ben Cagle: [00:34:00] Yeah. Let’s be honest here, I think what you were implying, Mike, when you said, “Hey, it’s going to take you a while to win your first client,” cash is king. Cash is oxygen. Cash flow, if you don’t have cash flow or savings or investments that you’re willing to give up to fund this runway – and I think you said a year before you hit your first revenue, I would second that motion – I think it takes you three to five years to ramp up. So, this is going to be a long haul building this. Potentially, again, unless you have specific skills, very discreet.

Ben Cagle: [00:34:36] So, to me, my goal was, within three years, I’m going to be making X per month. I wanted to have revenue on all three layers of my cake, my startups and mid-sized enterprise. And I wanted to build a network. I had a networking goal, because I knew that the people, that connective tissue, was what was going to make me successful. And that’s what I evaluated on.

Ben Cagle: [00:34:58] The other thing is, you know, continuous learning and those kinds of things. So, I had a revenue goal, yeah, but I had other goals around relationship goals, exposure, or acquiring clients with specific problems, size of clients. And then, building my network of not only just getting into clients, but also how I deliver that value. So, that’s the way I thought about it. Some people get into it saying, “Hey, look, I’ve got three friends. We’re going to start billing. We’re going to do website development and we’re going to get out there and just knock it out and just lock arms and get it done.”

Ben Cagle: [00:35:34] But mine was all about virtual. I wanted to be leveraged. I wanted to market. If I need to resell, like if I needed a graphic designer, I would mark them up and I get 20 percent. They would do the work. I would be like general contractor. So, that virtual firm was my model and I’ve been very fortunate that we’d be able to pull that off. And I’ve had resources from India, Belarus brought in and, again, I love the virtual economy.

Ben Cagle: [00:35:58] I love COVID – I hate to say this – I’m picking up clients well outside of Atlanta, in Dallas, New York, Chicago just because, like this, you know, we’re talking on Zoom right now, you’re recording the audio. But I can add value to any client through any distance. I can collaborate with them. I can have deliverables. I can be part of their management groups without leaving the comfort of my home office. So, to me, that was the other dimension.

Ben Cagle: [00:36:27] I thought I had to be geographically based when I started five, six years ago. This has really opened my eyes to this leverage model and bringing in other freelancers or other consultants to assemble them to, again, deliver value for the client. But you have to be very intentional about the problems you saw, of the clients you go after, and the way you’re going to deliver that value, whether it’s your own skills and unique knowledge, or they’ll be tangible deliverables or products around that.

Mike Blake: [00:36:54] Isn’t it funny how we’ve had the telephone since the 1870s, I think, it was invented, right? So, we’ve had the telephone for 145 years. For 60 of those, we’ve had video conferencing available. AT&T showing it off the world’s fair. We’ve had video conferencing as long as we’ve wanted it. And nobody wanted it for a number of reasons. At first, it was because the frame rate was like two frames a second. And then, for other reasons we didn’t want it.

Mike Blake: [00:37:26] And now in the pandemic era, we can’t get away from it. I have people asking for permission to get on an old timey phone call because they’re afraid I’m going to think less of them that I’m going to put them on Zoom. And I want to see the innovation diffusion curve for video conferencing. I’m going to go back and do the research on that because that’s going to be a weirdly shaped curve.

Ben Cagle: [00:37:49] Yeah. And, again, now that we’ve all gotten comfortable, it’s like, I’m not wearing pants right now in this frame. I just have a shirt on for the show.

Mike Blake: [00:37:57] Well, thank you for that.

Ben Cagle: [00:37:58] Yeah. Yeah. Kidding, of course. But it’s funny how, to your point, the more has change. I mean, again, I deal with IBM, who calls on Goldman Sachs. They call them Royal Dutch Shell over in the E.U. They’re having to sell their consulting services virtually. You know how they measure relationships? If you know you’re really close with a client – and I just confirmed this with another mentee of mine who’s about 32 who’s in sales for tech sales – if you’ve got a text relationship, that’s like the ultimate. If you can text that CIO, Chief Information Officer, you’ve got permission. They’ve already got you identified in their address book when you pop up.

Ben Cagle: [00:38:42] When you can actually be on the Zoom call or the WebEx call and text them to get feedback on what’s going on, not even do chat, that’s when you know you’ve made it.

Ben Cagle: [00:38:52] So, everything has been inverted from a relationship, “Hey, let’s go get a cup of coffee in the cafeteria. Tell me about your kids and then I’ll find out what’s really going on.” You know, walking the halls, elevator pitch – remember all those terms? – they’re now obsolete. To now, the relationship, if you’ve got the highest relationship with a C level of a Global 500, if you’re texting back and forth weekends and all that, boy, you know you’ve made it.

Ben Cagle: [00:39:19] The other thing is, I found using Zoom and WebEx, people going, “How do you build a relationship?” And I said, “Hey, just cut the meeting short to 20 minutes and give them ten minutes back in their schedule, because everyone has 12 hours of Zoom now.” Give them back ten minutes and say, “Hey, Bill, by the way, or Barbara, before we break up, do you mind? I’ve got an idea I want to run by you that I think might help you guys, or may create value or, solve a problem.” And that’s the way you have to do it. And then, ask either for permission or get to text as soon as possible. And that’s how you know you’ve really made it from a sales and development standpoint.

Ben Cagle: [00:39:58] So, isn’t it weird the way that you used to avoid text because there was no interaction, there was no voice inflection. But now that’s become the gold standard of relationship.

Mike Blake: [00:40:07] Oh, it’s fascinating and probably warrants its own podcast in some fashion. I’ve met in person fewer than 25 percent of my clients, and that number goes down every year. They don’t want to see me, and there’s nothing to even look at if it’s a tech company.

Ben Cagle: [00:40:24] Yeah. They don’t want to deal with me. Occasionally, if we’re local and say, “Hey, let’s grab a beer or grab coffee,” there’s some social element to it. But when COVID hit, I hosted a virtual happy hour. Everyone got their drinks and we brought people in, literally, from four countries and, I guess, really, five time zones just trying to get social interaction, talking about how people are responding differently to COVID and everything else. So, that social element, that emotion, that need is still there.

Ben Cagle: [00:40:55] But you’re right, from a business to business standpoint, people don’t want to see you. They don’t want to invest the time. They don’t want to put a collared shirt or dress pants on.

Mike Blake: [00:41:08] So, thinking back when you started as a consultant, what was the scariest part? Or was there a scary part of it? And if so, what was the scariest part of that process? And how did you overcome that fear?

Ben Cagle: [00:41:24] Again, I’ll show my age here, but remember the Indiana Jones movie when he had to step out on faith and walk across an abyss of a hidden bridge and he didn’t know it was there? That’s what it was like is taking that first step saying, “I don’t know what’s going to handle.” Now, again, keep in mind, I had two daughters, no scholarships, out-of-state tuition. So, I had my highest cash flow outflow with zero income coming in, so that’s pressure.

Ben Cagle: [00:41:54] And if you’re measuring your security by your 401K, your investments, your cash flow, your savings, you might want to rethink when your kids are in college and starting your own consulting business. So, that was the scariest point to me is not knowing the financial insecurity, knowing that I may be betting part of my retirement savings on the fact that I’m betting on myself that I can build this business and be successful. That was the scariest part to me.

Mike Blake: [00:42:19] So, I’m happy to geek out on Indiana Jones and The Last Crusade, that was a great movie. So, what helped Indiana Jones overcome his fear was that his father had been shot and he was dying. What helped you overcome your fear? What is it that got you to take that first step off the cliff?

Ben Cagle: [00:42:40] Yeah. Well, I think what happened was it wasn’t a greater fear of going back into another job. It was, I think, my pissed factor. I was so mad. It exceeded my fear factor and it made me more determined just to go for it. So, if you’re doing a two-by-two matrix of pissed versus scared, I was more pissed than I was scared and going for it.

Ben Cagle: [00:43:01] And the other thing was I knew the world was changing rapidly. I had to adjust from selling paper to newspaper publishers, to implementing SAP ERP implementations to Toyota North America, to basically doing e-commerce for banking in Europe. I understood how change was happening and I thought I could capitalize on it. And I was betting on that. So, that was my big trade off. And I’m a very rational person and I’ve got a weird sense of humor. But that was the trade off, it’s like, “Damn it. I’m going to go do it. There’s a market opportunity, I believe I can capture it. And I think I can create a better future than I can going back into corporate or trying to get another leadership position that has a two year, three year runway.”

Ben Cagle: [00:43:49] And we haven’t proven that theory yet. But touch wood with God’s will and a little bit of more persistence and great network partners, we’re on our way. I’m feeling pretty good about it.

Mike Blake: [00:44:03] So, one thing that I think keeps people from becoming a freelancer or consultant is the matter of health insurance. You know, I had a sole practitioner shop for a while and one of the first lessons I learned as a sole practitioner is that the best insurance you can buy on the open market is more expensive and worse than the worst health insurance you’re going to get through almost any company. That’s what I learned anyway.

Ben Cagle: [00:44:34] Well, again, you’ve been talking to my wife doing background. She complained about our insurance, she still does. But just the two of us now, the kids finally got married and got off the payroll – well, partially off the payroll. So, we’re paying $1,400 or $1,500 a month in insurance with a high deductible and it covers catastrophic events. But beyond that, we get a free COVID shot and that’s about it. So, I think that was the biggest learning financially for me is health care. I’ve got my overhead. I knew that.

Ben Cagle: [00:45:09] But getting comfortable with that and, of course, all the tax implications of making sure that, “Hey, look how much money I’m making” versus making sure, especially if you come out of corporate you’re used to all those withholdings made for you, be very intentional about that, or for using retirement savings early penalties, the true cost of money, make sure you understand that before you make the leap to go there.

Mike Blake: [00:45:32] What’s a skillset that you’ve had to evolve or develop since moving out on your own?

Ben Cagle: [00:45:41] It’s not personal discipline but – and this is what a lot of people have trouble with – structuring your day. It is saying that I’m going to go to this networking event back in the day or I’m going to work on my LinkedIn profile. It’s allocating that working on the business versus in the business – you’ve heard that.

Ben Cagle: [00:46:02] When you first start – and, again, I mentioned that fear of having a high cash outflow and not much coming in – I thought I had to be, you know, constant business development, finding that, versus being smart about laying the foundation, and LinkedIn, using media like you’re using smart channels like RadioX and some other things you’re doing with your blogs. Being really intentional around that because that’s the foundation that will feed you and serve you later.

Ben Cagle: [00:46:28] So, that’s the biggest skill of work on the business versus in the business and really get used to adding structure and discipline. You know, no boss is going to tell you what to do. No company is going to set up mandatory conference calls. It is a blank slate and you’ve got to add that structure. I knew that but you really have to be intentional around that. And that was really a muscle I kind of had developed being part of corporate, but really had to be intentional around structure, work on versus in the business.

Mike Blake: [00:47:01] I’m talking with Ben Cagle of Cagle Consulting Partners – got it right instead of five tries this time. And the topic is, Should I become a consultant or freelancer? That’s the benefit of podcasting, more forgiving medium.

Mike Blake: [00:47:21] So, let me ask you this, who shouldn’t become a consultant? I want to take the flip side of this. Not everybody’s cut out to be through everything, right? There’s no amount of practicing I could ever do and become a successful ballet dancer. I should not become a ballet dancer. What kind of personality or what kind of personal situation, probably, maybe doesn’t prohibit, but at least puts you at a serious disadvantage to become a consultant or freelancer?

Ben Cagle: [00:47:49] Let’s go for kind of seniority level from a career standpoint and then work our way down. So, arrogant former CXOs should not be consultants, because they write their book that was basically their swan song. They promote their book and they add zero value. And, eventually, I’ve seen the tale of their growth curve goes off about eight to nine months, because no one wants to work with them because they’re arrogant and they think they own the world. And they’re doing it for ego versus really adding client value. So, that’s kind of one.

Ben Cagle: [00:48:27] On the other side of it, if you’re not comfortable with understanding problems, asking questions, interacting with people, that’s kind of like Consulting 101, doing discovery on what the problem you’re solving is, or what the requirements of the job spec they want to hire you for are. If you’re not comfortable with those interpersonal skills, and leading that, and thinking ahead, and you’re not a structured thinker, probably not a good idea to be a consultant. So, that’s kind of a skillset personality continuum. But those are kind of some of the people I’ve seen have tried and failed.

Ben Cagle: [00:49:00] You know, you can be very shy but be very analytical or very technical. And if you’ve got the right, either partnership or channel partners, or you kind of contract with a company that places you, you can do really well. But if you’re out on your own, I’m going to be dealing with clients. You’ve got to find it. You got to find the client, kill the client, skin the client, eat the client. You have to do, you know, all the delivery all the way through. You better make sure that you have confidence in yourself. You have great communication skills. And you’re not talking about yourself all the time. You’re spending at least, you know, 70 percent letting the client talk versus you.

Ben Cagle: [00:49:38] That’s what I meant about the arrogance, I’ve seen a lot of people just talk their way past opportunities because they were trying to prove how smart they were. So, kind of lessons learned there. That’s the pragmatic. Mike, what are your thoughts? What dimensions do you think about when you think about people consulting who are successful or not?

Mike Blake: [00:49:56] I think it’s coming to grips with the fact that having to sell becomes part of the job description. You know, if you have a particular skillset, that’s great. But if nobody knows about it, if nobody understands how that fits and how that addresses a need that they have, I think it’s very difficult for a consultant to succeed in that way.

Ben Cagle: [00:50:24] Excuse me for interrupting, the one question I’ve asked people that want to get in consulting, do you think sales is dirty? Is it beneath you? Is it sleazy? That perception will tell you if you’re ready for it. If you think sales is really helping people finding problems, how are you going to help them solve their problems, then, odds are you’ll be more successful as a consultant.

Ben Cagle: [00:50:53] But if you think you’ve got a sale and ask for the order, and I hate talking about money, they’re just trying to take advantage of me, if you kind of come in with that attitude, boy, keep your day job. Update your LinkedIn profile and, hopefully, find a good place or a staffing firm or a good recruiter because you’re going to need it. I agree with what you said there, Mike, yeah.

Mike Blake: [00:51:17] You know, the transition at the end of the day is, you might find yourself moving from being a cost center to a profit center. And that can be a difficult transition, because when we say somebody is a cost center, there’s an implication that you’re kind of a dead weight. And you’re not a dead weight, but you are a weight that has to be carried by the profit center.

Mike Blake: [00:51:45] And when I give advice for the few people who ask me for advice about their careers, always position yourself to be a profit center. If you’re a profit center, then you’re never going to be unemployed a day in your life. And that’s what consultants have to do. And if you particularly, as I did, come from a technical field, finance and business valuation, I can be the greatest spreadsheet jockey in the world. But if I can’t go out there and get clients, it just doesn’t matter. And what you find is the people who can sell make more and they have more job stability.

Ben Cagle: [00:52:27] Yeah. Absolutely. And just having that knowledge going in, I think, that’s like a yes/no primary screen question you should ask around that. Can you represent? And, again, not tell what you do but understand and relate to that person you’re sitting across the Zoom call on about what their issues are and how you’re relevant to them.

Ben Cagle: [00:52:48] So, I’ve been on both the buy side and the sell side of consulting, so I’ve had that advantage. And even today, I get sold constantly. They’re trying to sell me services for my own firm or people are trying for me to hire them or partner with them. It’s amazing how they push the play button and talk about themselves and really don’t understand the situation they’re going into. And if you don’t have that awareness, that EQ and IQ, boy, you’re not going to be successful as a consultant. So, you really got to have that radar going.

Mike Blake: [00:53:20] Yeah. It’s hard. Ben, this has been a great conversation. We’re running up against the hour that I asked of you for time. I know we haven’t gotten every question I wanted. We got off our script pretty quickly, but that’s okay. But there are probably questions that our listeners wish that I would have asked or we’d stayed on a little bit longer. If somebody wants to follow up on this conversation with you for some advice, can they do so? And if so, what’s the best way for them to do that?

Ben Cagle: [00:53:46] Yeah, Mike, we’re pretty casual about it. And thank you for this opportunity, I really enjoyed the conversation. Thank you for reaching out and, again, giving me the opportunity to be on your blog. And if they care to reach me, they can reach me directly through email at ben, B-E-N,@cagle, C-A-G-L-E, partners.com, ben@caglepartners.com. Or through my website Cagle, C-A-G-L-E, Partners, caglepartners.com.

Ben Cagle: [00:54:10] And, again, I coach people. Part of my values when I founded my firm is I want to help other people advance. If I can help them and create value for them, odds are, eventually, it’s like karma. It will eventually come back, if not from that person, someone else. Don’t mind helping people. Love to have a conversation anyway at all. I can get perspective or help people along the way. I would be glad to do that. Email or hit my website.

Mike Blake: [00:54:35] Well, that’s going to wrap it up for today’s program. I’d like to thank Ben Cagle so much for sharing his expertise with us.

Mike Blake: [00:54:41] We’ll be exploring a new topic each week, so please tune in so that when you’re faced with your next business decision, you have clear vision when making it. If you enjoy these podcasts, please consider leaving a review with your favorite podcast aggregator. It helps people find us so that we can help them.

Mike Blake: [00:54:58] If you would like to engage with me on social media with my Chart of the Day and other content, I’m on LinkedIn as myself and @unblakeable on Facebook, Twitter, Clubhouse, and Instagram. Also, check out my new LinkedIn group called A Group That Doesn’t Suck. Once again, this is Mike Blake. Our sponsor is Brady Ware & Company. And this has been the Decision Vision podcast.

 

Tagged With: Ben Cagle, Brady Ware & Company, Cagle Consulting Partners, Consultant, consulting, Decision Vision, Freelance, freelancer, freelancing, how to start freelancing, independent consulting, independent consulting career, Mike Blake

Business Relationships are First Class EP 88

January 20, 2022 by Karen

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Business Relationships are First Class EP 88

In this episode, host Austin Peterson interviews special guest, Alex Malebranche, Founder of PlaneAhead. 

Alex shares his background with listeners and illustrates a road map of how he got from sleepless nights with 2 kids under 2, to selling his house to be a Founder of a successful start up company.

Listeners will hear about the niche market Alex was able to jump on board with and take flight.

Learn how you can save money with airfare and instead of booking one trip, you can save and earn money towards 1-2 more trips.

PlaneAhead does all the work for you while you sit back, relax and save money towards another trip. Whether you’re a frequent traveler for business or just booked your first family trip, PlaneAhead will earn you savings to put towards any future travels plans.

PlaneAhead-logo

PlaneAhead takes full advantage of the termination of airline change fees. They track your purchased itinerary from the day you buy until take off. When the price of your ticket goes down, they automatically exchange the ticket and send you the airline credit from the change.

Due to COVID, the major airlines have committed to the termination of change fees permanently, so now it gives you unlimited flexibility! Great! But there is a secondary opportunity that this creates. If you can change your flight any time without penalty, then if your flight’s price goes down you can take advantage!

Truthfully, no one is going to check the airline websites every day just to make sure they get the best price. That’s where they come in! Now, let’s think about the businesses that constantly travel. What if there were a service that could enable small businesses or large corporations the ability to save millions of dollars a year by guaranteeing the lowest price? Again, this is the potential power of PlaneAhead.

Alex-Malebranche-Tycoons-of-Small-BizAlex Malebranche is as hard working and as passionate a Founder that you will come across. He started working 2-3 jobs in high school to help pay for family bills, then joined the Army so that he could pay for his own education.

He always wanted to be an entrepreneur, but until the opportunity to start PlaneAhead came about, he worked for Amazon and Amazon Web Services for almost 5 years around the world. He then worked for a then startup, Plume, as the first employee in their delivery organization before finally starting PlaneAhead.

Follow PlaneAhead on LinkedIn, Facebook, 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

Autsin-Peterson-on-Phoenix-Business-RadioX

Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners 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. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) 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.backbone-New-Logo

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

LandonHeadshot01

Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners 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 Backbone Planning Partners to help business owners and their families. At Backbone Planning, 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, Backbone 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. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

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 to 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.

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 Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-4142753-011022

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

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

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

Tagged With: cheap airline tickets, cheap travel, travel disruptor, travel hack, travel industry

Mayor Michael Caldwell With Black Airplane

January 16, 2022 by Jacob Lapera

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MayorMichaelCaldwell2Michael Caldwell is the 31st Mayor of Woodstock, Georgia, and Managing Partner at Black Airplane, a full-stack digital product agency. Caldwell was previously the youngest state legislator in the United States and represented Woodstock for eight years in Georgia’s House of Representatives.

He also serves as a gubernatorial appointee on the Georgia Technology Authority. Michael and his wife Katie have three children, Oliver, Elizabeth, and Charlotte who will arrive in March 2022.

 

This transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: [00:00:02] Broadcasting live from the Business RadioX Studios in Woodstock, Georgia. This is Woodstock proud, spotlighting the individuals, businesses and organizations that make Woodstock one of the premiere destinations in metro Atlanta to live, work and play. Now here’s your host.

Jim Bulger: [00:00:28] Hello, and welcome back once again to Woodstock, proud here on Business RadioX, I’m your host, Jim Bulger. You know, when we started this program about a year ago, we promised that in each episode we would spend a few minutes just to get better acquainted with and to celebrate some of the individuals that are really making a difference here in the Woodstock community. And our guest today definitely fits that bill. Having already had a huge impact on Woodstock and someone who is now poised to make an even bigger difference in our future business leader, philanthropist, a lifelong resident of Woodstock, four-term state representative and the newly elected mayor of Woodstock, Georgia, Michael Caldwell, Mr. Mayor. And it feels so good to say that, Mr. Mayor, it is our privilege to welcome you to Woodstock.

Mayor Michael Caldwell: [00:01:20] Proud. Oh, thank you, my friend. I’m I’m proud to be here, and I’m glad it feels good for you to say it still feels completely bizarre to hear so

Jim Bulger: [00:01:29] You’ll get used to it quickly now. This past Monday, you were officially sworn in as mayor. Yes, sir. And due to some unfortunate scheduling, that ceremony took place at exactly the same time that the Georgia Bulldogs were getting ready to take the field against Alabama in the National Football Championship.

Mayor Michael Caldwell: [00:01:49] They heard something about that football game. I’ll tell you, I’m a I’ll kick this interview off by turning off all your listeners by telling them I’m a Michigan fan. So for me, I it was funny because the half the council was messaging me going, Hey, we’re going to be fast tonight, right? And I went, You know, the shame for you is all the incentive for the guy with the gavel to finish this thing up just disappeared as well.

Jim Bulger: [00:02:11] What I found interesting was, despite that competition, you packed them in.

Mayor Michael Caldwell: [00:02:16] We did. We yeah, we slammed that room. I don’t know what the total count on people in that room was, but I did see that. I did see the police chief counting to try to make sure we were meeting code. I’ll tell you, I’m grateful there was a game because I think we might have had a problem. So I’m the my my honest answer in that is just thank you to everybody who came out and for those who couldn’t because they were in Indy or just watching the game on their couch. Thank you all for not drinking and driving, but it was it was an absolute honor to get to see everybody.

Jim Bulger: [00:02:45] Well, it had to feel great. And as someone who’s lived in Woodstock their entire life and has been so involved in the community for all these years, that ceremony had to have a real emotional impact on you. Now, as someone who grew up here in town now in a position to lead this town, what kind of feelings went through your head on Monday?

Mayor Michael Caldwell: [00:03:08] Yeah, it’s tough to. It’s tough to wrap all that into a couple of words. It is an incredible town. I mean, your intro called it called it a premier destination, right? It’s pretty incredible what this place has become. It is a different place than I grew up in, and it’ll be a different place for my kids to continue to grow up in the one constant we’re going to continue to have is change. The question is, does it continue to feel like the community it is? What I love about this place is, you know, I’ve heard it called Mayberry. I’ve heard it called, you know, people say there’s something in the air. It’s a city unexpected. At the end of the day, it’s a it is a community. I don’t I think we don’t believe in strangers. It’s a place. I trust that when I walk down the street, somebody will pick my kid up when he falls over and scrapes his knee and and they don’t ask questions, right? And it’s it’s a place I’m so proud to be from, and I’m so proud to get to see where we get to go and to to get to get to help lead and set that direction is, yeah, it’s just it’s something special that night. I think I said, I said I used to. I used to finish all my articles in the State House when I did a monthly article for the local magazines and that I used to finish with. It’s the honor of my lifetime to serve our families in the house. Oh, and it was. But this is this is just something special. This is home. It is a whole different level of of humbling to to get to lead this community.

Jim Bulger: [00:04:26] Well, before we talk about your plans as mayor, let’s give people a little history if they don’t already know. As I mentioned, you served four terms in the Georgia House of Representatives. God help us. Initially elected in twenty thirteen, in that time you were the youngest state legislator in the entire U.S.. So tell us how you first came to seek public office at such a young age and was that always a dream of yours?

Mayor Michael Caldwell: [00:04:53] Yeah. So no, I was I. So I was born to a father who was born in England. He was born to an English mother and a U.S. Air Force chief master sergeant. And that means by technicality. I’m a British citizen. I have a British passport, and every time I say it out loud, George Washington rolls over in his grave. But I I was born. I wasn’t born to the county commissioners kid. I wasn’t. I didn’t grow up in a government family. I just I fell in love with the Great American experiment. And when I say that, I know how cliche and cheesy it sounds. But I grew up with two passports. And so when when my dad would say or when teachers would say, Hey, this is the greatest place in the world, you kind of went, well, why right? And so I went back and I for me, I answered that question in the document that started it all. I go back to the declaration. So the declaration says we hold these truths to be self-evident, that all men are created equal. They are endowed by their creator with certain unalienable rights. Among these are life, liberty, pursuit. We have argued for a quarter of a millennium now about life, liberty, pursuit. What belongs in that list? Did we hit it all? What we missed the most important sentence in in the document, which is early important, most important part of the sentence we are endowed by our creator with.

Mayor Michael Caldwell: [00:06:05] We are the only nation in the history of the world to recognize rights come from God and not government. And whatever you believe about divinity, it’s not important. It is important, but not for this. We are the only nation in the history of the world to recognize in our founding documents. Your rights are inherent to you as a human being. They are not granted to you by those in power. You have them and you grant the powerful power. And that concept is unique to us, not just in human history, but in the world today. And if we disappear from the Earth, when we talk about being the beacon of liberty in the world. That’s what we’re talking about. And as a kid, I fell in love with that story, and so I I was that nerd through high school and college who would go sit in the gallery of the State House and watch because it was drivable, it was accessible. And I would sit down there because our General Assembly is older than the United States Congress. It’s been meeting continuously since the revolution, and it was amazing. I felt like I was watching history unfold in front of us, right? And so as as I watched that, I learned very quickly. I am a weird Republican in that I believe in. I buy into the conservative agenda, and I also thought lobbyists had too much financial interests at the Capitol, and that meant neither side wanted to sit at my lunch table.

Mayor Michael Caldwell: [00:07:12] And so I I decided I ran for the first time in 2010. I was actually a college student. At the time, I had no idea what I was doing. I wasn’t a political volunteer. I’d never been part of the party. I was just a I was a guy who knew what he believed and felt like. We needed a better standard on campaign finance reform. And so I started running that year having no idea what I was doing. And one of the party elders here in Cherokee County sat down with me. It was very nice. I asked him for coffee, gave me an hour of his time. We got to the end of it and I said, Well, what do you think? He goes, Can I be honest with you? I said, Yeah, don’t. I mean, I think it’d be a waste of both of our time if you weren’t. He goes, Look, you sound like good conservative. If at your age you take 10 percent of the vote, you’re going to change the way I look at Georgia politics. Now, in hindsight, I know he was exaggerating at the time. I didn’t know enough to know that. And so I walked out and you walk out of that with one or two responses, right? Either.

Mayor Michael Caldwell: [00:08:01] Oh, forget that I’ll prove him wrong or you do what I did, which was crap. What have I done? And so I went and sat with my my college roommate, now my business partner, my my girlfriend, now my wife. And the three of us had a big whiteboard on the wall. And I’m I’m one for drama, so I turned an hour long egg timer over and I said, OK, here’s we’re going to do. We got an hour. Let’s write up on the whiteboard with a perfect campaign in office would look like to us, it sounds like we’re going to lose either way. But if we don’t, we’ll have really changed the game. If we do. Maybe we’ll change the conversation. And so it was a we sat down and we wrote up things like I filed the first bill for legislative term limits anywhere in America in 25 years. I don’t believe in War Chest, so I send all my money back to my donors at the end of every election cycle because if you donate $100 to the campaign, I spend seventy five and then I break every promise I made to you. I shouldn’t get reelected on your twenty five bucks. It should be your choice. We wrote up things like the state will tell you how I voted on every measure. We cast thousands of votes over the course of that eight years. It’ll tell you if I voted yes or no, I won’t tell you why.

Mayor Michael Caldwell: [00:09:02] So I did it right up on every single vote I ever cast from the floor as we were voting. So you could always see what was Caldwell thinking. Maybe he was wrong, but at least I know where his head was at the time. And so we wrote all this stuff up. It’ll tell you the state will tell you how much we campaign with a couple of times a year. I do a disclosure every single day updated on my website, and I still do that in the mayor’s office. Now you can go on my campaign site, see where all our money came from, where it went. You can see the refunds on there that went out, and the goal was to figure out, look, before we ever even have the opportunity to touch legislation, how do we start trying to change the game by leading by example? And so we did all this stuff. It was 2010. Spoiler. We didn’t win, but but I didn’t take 10 percent. I took 46 percent of the vote that year. If we could have swayed another 200 people, we’d have won the. It race, we were done, I thought it, I thought, cool, what a fun game this was in college to go, try to try to see if we couldn’t make an impact when got my career started, got married and then turned out two years later, I was just as frustrated about the issue as I was two years before, and so I ran again.

Mayor Michael Caldwell: [00:10:01] My opponent spent 100 hours, said high six figures. I spent $16000 and we won with fifty five percent of the vote. We knocked on 17000 doors that year and we just worked it. And so the that was 2012 January of 13. I swore into the State House as the youngest state legislator in America, and the voters of the 20th sent me back three more times after that. And so I’m I was a tremendous guy. I said I wasn’t going to run for the State House more than four terms in a row and we held to it and it was I I mean, it genuinely it was the honor of a lifetime to get to go down there. There is something about the. It was fun that I remember very well, and it was only about a year and a half ago, but I remember very well the last time I ever stood on that floor and I got butterflies the same way I did the first time you walk on because there’s just there is a there is a history to that building in that room that is just palpable and and it was incredible getting to serve that way and to get to try to do it, do it to the best I could.

Jim Bulger: [00:10:59] Well, it’s a great story. And I mean, the fact that this was driven by issues that attracted you and you weren’t the eight year old who went to school with the briefcase and the necktie that was not campaigning for third grade president. You know, I mean, but this was really something that you saw things you wanted to be a part of changing.

Mayor Michael Caldwell: [00:11:20] Yeah, I still don’t want to be an elected official when I grow up. I think for me, it was it’s public service, right? And so I’m sure we’ll talk today, too. I mean, I’ve got a private sector background and and the private sector has been really good to me and I find a lot of meaning in that and I enjoy building. But on the public service side, there are when there are moments that you can go make a difference, not just for yourself and not just for your neighbors, but for the next generation. I think that is the American calling. We’re all called to answer that when it presents itself. And if you want to fix the Republic, we need more good people running for office. And so I saw that calling back in 2012 and we answered and I hope that I hope that I was answering and calling for it again this year.

Jim Bulger: [00:12:02] Well, how do you think those terms in the house prepared you to be the mayor of Woodstock? I mean, what do you feel are the major differences between the two roles?

Mayor Michael Caldwell: [00:12:11] Oh yeah, I we could fill a Mack truck with the differences between the roles, and I don’t mind spending some time doing it. I will tell you, I think it prepared me in a few ways it so one of the things that I did in the State House, I held more public meetings than any elected official in America. During that eight years, we did a weekly coffee every Saturday morning at Copper Coin down here. And we did it a 9:00 a.m. Every single Saturday. The only exceptions were when I was out of town with my family. And so we held something near 400 of these coffees, let alone the rest of the normal engagement you do in the public. But what I loved about that and the reason I used it as part of this example is it taught me that room held me so accountable. It was different people in the room almost every weekend. You had your regulars, but it was it was amazing. The filter through and out we probably had over the course of eight years, 1500 people come in and out of that room throughout that time period. And I used to tease it was the room that people knew that they could come yell at me and they did. But it was a great opportunity. I learned more in that room because it was that moment you got to know on a weekly basis, no matter who, no matter what happened in the week, no matter how proud and and and egotistical I’m feeling that week I get to sit in front of my neighbors and tell them about the week that I spent talking on their behalf.

Mayor Michael Caldwell: [00:13:29] And you’ll never find a more higher moment of accountability than when you’re telling neighbors whose money you’ve spent and whose voices you’ve borrowed for a week, how you did it and why. And and I say all that the people I was going to say almost without exception, really at large part without exception came with grace. I mean, it was a it was a it was a civil wonderful experience and and we’ll do it again through the mayorship. But it was a it was an experience that taught me and reminded me on a regular basis over the course of the better part of a decade that the. It is so important to pause and listen to the people that you’re representing. And I’ll tell you, that loss in 2010 taught me early on, and I think everybody should lose their first race for office because it taught me it is an early, immediate reminder the seat is not yours. You don’t deserve it just because you put your name on a ballot. You have to earn it and you’ve got to and and you don’t earn it once and then get to hang on to it. You have to daily, get up and earn it and listen and understand and represent. The mayor’s role is different in it is similar to the representative’s role in all of those ways, and then I think it has an additional burden, say burden. That’s the wrong way and additional responsibility that comes with the fact that there’s a there’s a real leadership component that comes into this too. And so there’s that balance between, I guess, a good way to illustrate this in the State House, we used to talk about what do you do in situations where you think you know what you think? You know what’s right on a specific bill, but your district disagrees with you? And it was always fun.

Mayor Michael Caldwell: [00:15:08] That was a really fun question to ask new candidates who thought they were going to run for State House and they come to you and ask, Hey, what do you think? Should I do this well? Ok, let’s talk about this situation. What do you do? And you always get one or two answers. It’s either the, well, you know, I’m a representative. It doesn’t really matter what I think. I’m there to represent the majority or the I get hired to use my judgment and that’s what I’m there for. And that’s if they don’t like my judgment, they’ll send somebody else. And I always I always thought both of those were answers that were missing the meat, right? And so for me, the threshold and it’s an imperfect threshold. But the the measuring rod I used to use was if I believe a majority of my district disagrees with me on an issue. I asked myself why if I. Is it because they don’t have the information I have? Meaning if I had ten minutes with the average voter, could I win them to my side? Then I’m going to go with what I what I believe is right on this issue. If it’s because we are principally opposed on a matter, then I’m going to go with the district because I’m here to represent the district’s principles in this in this body.

Mayor Michael Caldwell: [00:16:02] As mayor, I think so often the goal is it’s a vision casting role. And so the job is to take the city in a direction. You need to do that in a way that represents the will of the people. And also in a way that is chasing after their good. And that is an interesting balancing act from issue to issue. And and so it’s different from the representative’s role where it is a it’s an idea in concept pitch and then you’re hoping your colleagues can rally around it and the mayor’s role. I’ve got a council I have to win over. I keep teasing. I have no power until I have lots of it because I can’t cast. I can’t vote, I can’t make a motion, but I have a huge soapbox and I do cast a vote if it’s a tie on the council and we’ve had more tie votes in the last two years than we did the prior 14 combined. But I think we’ve got a we’ve got an incredible alignment on our council right now. I think we all see the goals we’re chasing after. I think we’ve got a really neat chapter coming up here in Woodstock where we’ve all felt it. There’s been we’ve come through a great season here. The challenge now is is not building something great. We’ve built something great. Challenge now is building something that’ll last. And so doing that in a way that. That that brings not just a council, but brings brings our people along with us. I think it’s going to be the calling.

Jim Bulger: [00:17:16] Well, and I would think I mean, when you were holding those Saturday morning face to face meetings, people had to appreciate to that. They could talk to you without filters, without go betweens, without interpretations.

Mayor Michael Caldwell: [00:17:30] They’ll tell you there was no filter.

Jim Bulger: [00:17:33] And as mayor, you’re going to get that just walking around town.

Mayor Michael Caldwell: [00:17:36] That’s exactly right. It’s well, my wife used to tease in the State House. She used to call it Woodstock famous, which meant it was famous enough that you didn’t get anything for it, but famous enough to ruin a trip to the grocery store. And and it’s a little bit on overdrive for that now, but it’s great. I honestly, I genuinely love that part of this job that we live in a city that is one of the largest cities in the state now where 35000 people in this city were top. I want to say top 30. It might be top 25 population cities in the state and I can walk down Main Street and people know who I am and same, vice versa. And what a cool dynamic for a city that we can have that kind of size and scale and impact in in not just a not just a region, but in a state. And yet we still have that that small town feel. And it’s so hard to put your finger on. But you know, you live here for any, any period of time and you know what we’re talking about and it’s just an incredible balance that we’ve struck in this place. And so we’re going to. Here’s the reality Cherokee County’s got 100000 people coming in the next 10 years. Woodstock’s going to pick up a lot of them. And so doing that in a way that continues to build doesn’t have the expectation that when we close our eyes and open them again in 10 years, that everything looks exactly the same because it won’t. But making sure that we still have that community focus and feel has to be the target. The the former is an unachievable goal. The latter is something we can do.

Jim Bulger: [00:18:58] Well, we’ve talked a number of times on this show about. How that makes Woodstock special. I mean, as we’ve grown that sense of community, that small town feel our appreciation for the history of what’s come before, right, that we haven’t lost that. And as we look at some other cities around us that have grown, they have become more homogenized in that and have become more big. City ized

Mayor Michael Caldwell: [00:19:25] Isn’t. Isn’t that so important to you, though? I feel like it’s something that we have to remind our eyes and say, remind each other, remind ourselves, is so I was born in Michigan. I lived in Michigan, California, Texas, North Carolina, Georgia. I was on for a not for the job I’m in today, but for a previous role. I was on nearly a thousand flights in seven and a half years. I have. I’m not great at a lot of things, but I’m well traveled. But I feel like we get so many people who who haven’t gotten that gotten that good fortune to go see, not not to go to Paris, but to go to the middle of nowhere Iowa and go see other small towns. And it is so important that when you say the words Woodstock special that that listeners, especially Woodstock, are listening, don’t hear, Hey, we live here and we’re biased and we like it special, meaning unique. This place is different and we take it for granted. I mean, we just absolutely as residents here completely take for granted how fundamentally unique and different this place is. And so protecting that and not just preserving it, you know, that’s that’s the you hear that word on the campaign trail for mayor a lot. How are we going to preserve? I want to capitalize on it. How do we build that and grow it and make sure that that the next generation not only has it like we have, but knows it uses it and pushes it forward? These these are attainable things that we can chase.

Jim Bulger: [00:20:51] Well, let’s talk about the decision to run for mayor. I mean, you announced your candidacy in early 2020. What brought that about?

Mayor Michael Caldwell: [00:20:57] Yeah, I I started talking with our current or current or former mayor. Sorry, I’m the current mayor.

Speaker4: [00:21:06] Oh yeah.

Mayor Michael Caldwell: [00:21:07] Hey, you know, it’s funny, actually, I come. So our charter says that I’m mayor as of January one, regardless of swearing, which led to me making all kinds of jokes about an ethics free pass for 10 days. But we for the first couple of days there, we had a power outage here in Woodstock the first weekend. So the day after I became mayor and it was a good hour and a half where the power cut through a large, large swath of the city. It was a bad luck storm hit right at the amphitheater took out one of the power lines. That, of course, is everything right? And so and it was so that everybody knows those power lines will be underground within six months. But I was texting the city manager because my coincidentally the water in my house cut off at the same time and I went, If this is a coup, it’s being done very well. So but I I think the world of our former mayor, Don Enriquez, served for 16 years. Our city will turn one hundred and twenty five years old this coming December. So when I say he’s the longest serving mayor in Woodstock history, that doesn’t mean like some of these North Fulton cities that have been around for three and a half months.

Mayor Michael Caldwell: [00:22:12] He’s the longest serving mayor in a in an old city by by nearly all American terms. And he did a spectacular job for us, led us from a very different place in the early 2000s to where we are today. And Donny and I had coffee back in the in early 2020 like we did fairly often. And and I did, I told him, Look, if you ever think you’re not going to do this job again, let me know if you do, I’m charter team Donny. But if you ever decide you’re not going to. And we both kind of laughed about it. And he called me back later that week and said, You know, I’ve been thinking a lot about that. I’m going to put some more thought into that, and we’re great and we hung up and it was another one of those, OK, you know, I’m not going to put too much thought into that. I’ve come off of a Senate race that didn’t work out. I’m out of the House. I’m really am done like I’m going to go focus on private sector. And so to make a long story unbearable, over the course of a couple of months, Donny and I kept talking and and Donny decided that six years have been enough for him. And so he decided to step out and was a huge supporter of mine, and all six council members got on board right away.

Mayor Michael Caldwell: [00:23:19] And you know, I think I mentioned to you the other day when we were talking, I for me, the deciding moment was was with my wife. Katie has been an incredible supporter through the State House. Days could not have done it had she not been, nor would I have I watched way too many families break apart down there. You don’t, you got to keep your priorities right. But it was never her thing, right? My wife is not a political nut. So but when when I went home and I said, Hey, what would you ever think about running for mayor? It was so much fun to watch my wife’s eyes light up like, Oh man, no, that’s something that actually matters. This is this is our home. And and that for me, was a huge differentiator. It was a moment where I went, You know this, this could be a thing where we really get to get to make a difference where not just that it matters for us, but we’re it matters so much for so many people who call this place home. So I’m proud of the place. If it’s not obvious, I love it.

Jim Bulger: [00:24:13] Well, and it ended up that you ended up running for mayor unopposed when when you consider, I mean, these days, elections sometimes deteriorate into political attacks, professional attacks, even personal attacks. You were able to avoid all that by running unopposed. And we’re really able to focus on getting ready to take office.

Mayor Michael Caldwell: [00:24:37] Yeah, I’ll tell you to. I have to say thank you to a gentleman named Chuck Sanger as well who who initially had planned to run for mayor, and Chuck and I had both separate from one another, didn’t know each other, hadn’t decided to run because of the other, had both started running for mayor. And when when we both realized we both were, we both decided, let’s start. Let’s start getting a beer. And so we went four months and sat at Reformation Brewery and just started talking, What do you believe? Why are you running? What do you think? And and I’m extremely grateful to Chuck because he through that process told me he thought that I was going to do a great job and decided to become a supporter instead of an opponent. And so it did to to exactly where you’re going. The biggest benefit in that was not was not not having to run a race because if I’m being honest, over the course of a decade, I’ve run plenty of races, we can do that. The biggest benefit was after 16 years of Donny’s mayorship. There’s a lot of institutional knowledge there, and there are a lot of things that just the people who work around the city manager and every council member came after Donnie. And so there are a lot there’s we haven’t had a single person there right now who experienced a change over in mayorship yet.

Mayor Michael Caldwell: [00:25:48] And so there’s just. Things that we take for granted. Well, had I gone through a normal election in November, you get about a month, month and a half to try to onboard into that after that kind of tenure. That’s a that’s a tough lift because it because Chuck was gracious and because we came to that agreement together, I got from August 18th till January 1st and I got to tell you guys that was that was a genuine gift from God. I mean, just an unbelievable blessing to get to spend that kind of time where I had a literal key. I was going to say key to the key card to the city like it was. I was able to go into the annex and sit with city staff and meet with department heads and get to know the city before I was responsible for the city, and that was just a massive advantage that had to be huge. Oh man, I am, I am I. I am still learning that I don’t know what I don’t know. Like, I have been learning for the entirety of my life and every facet of my life, but I am so much better in the role right now today. What a week and a half, two weeks into exactly two weeks today into the role than I would have been had I not had that four months of onboarding.

Jim Bulger: [00:26:58] And besides giving you that time to really focus and get acclimated and get assimilated into the role. Running unopposed had some real financial benefit for the city, too, right?

Mayor Michael Caldwell: [00:27:09] Absolutely, yeah, there is a I mean, this is money that we all, as citizens should be willing to spend because it’s the bedrock of the Republic. But there are costs to elections. And so the city, it costs the city about $30000 every time we hold a municipal election. And so not just that I ran unopposed, but the three returning council members who I think are absolute rock stars, each ran unopposed as well. And because of that, state law allows us to outright waive the election because the assumption legally is that all four of us would have voted for ourselves. I tried to tell the clerk I was undecided. But but the the the savings to the taxpayer in that are substantial. I mean, the city, if and so what I kept trying to tell everybody through the qualifying period was, look, if, if you think you’re going to be better in this role than me, you you should run. But if you’re if you’re running for a joyride, don’t, don’t run. There’s a real cost that comes along with this, and there was a savings for I mean, as silly as it sounds, the voters shouldn’t care about this, but my supporters sure do. There was a savings for my campaign supporters, too, because we don’t keep war chests. I was able to send checks back to all my donors. And so it’s a there are there are downstream impacts of that. I think the elections are the bedrock of a republic. They are fundamentally important. And when we have a genuine discrepancy and battle of ideas, we we absolutely should always have them. But if if, if you don’t have candidates who are competing because of a difference in direction and ideas, when you can come to an agreement, we can come to consensus. Rather, that’s so much better for not just the candidates, but for the taxpayer too.

Jim Bulger: [00:28:43] Well, I don’t want to pass over that too quickly because those war chests you talk about, I mean, they’re a real thing. And for a lot of candidates, the donations they get in that go unused are held for future campaigns, future elections. In your case, you had a lot of early support when you first announced your candidacy. There were a lot of donations that came in to

Mayor Michael Caldwell: [00:29:06] Show off for a second, the most that’s ever been raised in a Woodstock City election. Oh, is that right? $10000 and I raised twenty seven without an opponent so well, and I don’t take lobbyist money

Jim Bulger: [00:29:17] And whatever and whatever was left. You wrote checks back to those people and it’s interesting on your website. You show what each of those donations were, who it came from and you show the check going back to them.

Mayor Michael Caldwell: [00:29:30] Yes, sir. You can see every dime and I’m grateful to a large portion of those people sent them right back to me again and said, Nope, I want you to count it toward the next one. But it was their choice, not mine, and it should have been theirs. It should always be the donor’s choice for that, and it should be your call to re-up.

Jim Bulger: [00:29:46] Well, you mentioned Donnie before, and as you said, I mean four terms six years a great run. And I know we all owe him a lot of gratitude and a lot of respect and a lot of thanks for his service to this city. But as the new mayor coming in after that kind of tenure, what challenges does that pose for you regarding the balance between respecting what was already in progress and new agendas, new ideas that you want to propose?

Mayor Michael Caldwell: [00:30:18] Yeah, it’s a great question without a clean answer. I think the simple answer is we’re going to chase good ideas wherever we find them. So the the you run for office for one or two reasons, you either want to turn the card over, you want to make sure no idiot comes in and does. And I was in the latter camp this time. So so I’m I’m really proud of the city. I think we’ve done a spectacular job. We are in a year, so I’ll I’ll pause to make a quick plug. I have a state of the city address coming up next Friday, so you get some spoilers in this in this interview today because I’ve got a lot of those talking points fresh on my mind, but would love to see you all in Woodstock will be hosting it. 7:45 a.m. on Friday, the 21st. But we. At a time when states across the unions businesses are shuttered at a time when businesses and cities all over the country are seeking help in trying to figure out what’s next still coming out of this pandemic in our city, our unemployment rates at two point eight percent. I mean, things are going well here. And so making sure that we don’t break what isn’t broken but there were also leaning in and making sure we’re looking forward to because the honest truth is the American, the North American pattern. Forget the American powder. The North American pattern is to treat suburban cities like consumables. We use them up. We move on to the next one, and cities have a 10 to 15 year lifespan of being a really neat place to be. And then they get priced out or they fundamentally forget who they are and they become a place nobody wants to be anymore.

Mayor Michael Caldwell: [00:31:51] And you can watch in metro Atlanta as it continues to sort of shift north and east and west and south as these places that 15 years ago were where you wanted to own a business and you wanted to live. And now I don’t, I don’t know. That’s where I’ll move up a little bit further. If I’m accept that as the premise, that means my kids won’t want to live here and I refuse to accept that, that’s that’s that’s unavoidable. And so it means in order to do that in order to break that right, if you want atypical results, you’ve got to have atypical behavior. And so we’re going to have to do some things that feel a little bit weird when you compare us to the American normal. And so if, if, if everything about my mayorship looks like a normal mayorship, I’ve done it wrong. At least I haven’t thought through whether or not my kids are going to want to live here. Or maybe I did, and I just didn’t care. I care desperately. I don’t. If Ali gets into MIT, God bless him. I hope he goes, and I hope he has a great life wherever he decides to be. But I don’t want my kids hitting senior year going. I cannot wait to get the hell out of this place, and that is the American pattern. And it’s just not OK. I want my kids to feel roots. I want them to look around and love the place they grew up and recognize how special and unique it is because it is. And so we’re going to have to we’re going to have to be willing to look around and find good ideas and break the mold a little bit.

Jim Bulger: [00:33:07] Well, and I think for the kids growing up in Woodstock now, like your children, I mean, they have that picture of Woodstock indelibly, you know, etched in their minds. My kids grew up in Woodstock. They left now when they come back, Woodstock is a totally different city than it was when they left.

Mayor Michael Caldwell: [00:33:30] It’s fun. Having grown up, I grew up in Town Lake and so I grew up in really the the part of Woodstock that was populated back when I was growing up. And and it’s funny when kids come back from from wherever they’ve moved off to now and they go, What? What happened here? I know it really came around, but you know, that’s the beauty is that it’s it’s it is such a it is a destination. It’s the right word. If you look at if you look at the amount of people who come here on a on a daily and weekly basis, as tourists, as people coming to spend to to shopping or retail, to drink beer in our breweries to to play, it is astounding. We had 100000 bike trips on the bike trail at Old Road Mill Park alone, let alone you get up to Blanket’s Creek when it starts to look like it is a just an insane level of participation that we have here from not just our citizens, but the people all around who know this is a place to be.

Jim Bulger: [00:34:27] Let’s go a little bit deeper into that because I mean, as as the 31st mayor of Woodstock, you’re coming into your initial term with a situation that nobody has ever had before, and part of it is being that destination city. So how does that change the expectations for you as mayor, not only from the residents, but from visitors, from other cities that look as a look at us as kind of a role model? I mean, that has to completely change the expectations on you.

Mayor Michael Caldwell: [00:34:54] As Mayor Jim, you’ve taken a lot of private sector leadership roles. You ever taken one where things were going really well and you go, Yeah, see, that’s not the role you want to take, right? That’s it’s when the bar is way up here. You’ve got to make sure to bump that sucker up. And so that’s it’s I. I see it as a challenge, and I think it’s a it’s a really spectacular change. It is the job you want to take is the you don’t want to inherit a mess. And I’m very fortunate in that I get to come into this role with a counsel who has let you know it’s Donnie deserves incredible respect and and and I, I try to give it to him regularly because he deserves it. Donnie would be the first to tell you that as much as big personalities and mayors get recognized for this stuff, at the end of the day, you got to have a council who’s aligned and working it, and you’ve got to have a city staff who understands what they’re doing. We got 200 employees who are, I mean, world class, top notch and and so we’ve just got an awesome team who gets this. But then above and beyond that, the government doesn’t create this feeling right. We the government can help facilitate things like parks it can facilitate. We can make sure that our roadways make sense and that we’re investing in grid streets and walkability and those are important. But if the community is not bought in, you don’t have anything. And so it’s not just even the government team, it’s this incredible place of people, you know, it’s a sense of belonging we have.

Mayor Michael Caldwell: [00:36:14] And so that’s that’s the part we’ve got to make sure we’re still investing in and that what we’re doing as a government is dealing so at a state level. We used to talk about if you wanted to predict prison populations in 15 years, you look at third grade reading level. And that wrap your head around that right, but it was a great example of a leading indicator, and if we can improve that leading indicator, we fix the actual problem, not the symptom. The prison sentence is a symptom of underlying problems. How do we go fix the underlying problems? Fact check me on that because I know they used to talk about it in the State House all the time. I have yet to find the source, but it’s a really good thought process, right? So if we can fix the leading indicator, how we actually solve the underlying problem, that’s for me here in Woodstock. I want to start looking at, OK, what are the what are the the policy objectives we’re chasing? What’s the leading metric we can start going after? That isn’t the symptom based metric, but the actual leading metric we can chase. I’ll give you an example. I think the number one thing I’m a conservative as conservatives. Far too often when it comes to local government, we treat the word density like it’s a bad word, OK, because it causes traffic, because it whatever right for me. I think if we want a long term, sustainable city, we have got to stop paying attention to single family versus multifamily is the metric.

Mayor Michael Caldwell: [00:37:30] We’ve got to start paying attention to ownership versus mentorship as the metric. If you want a long term city, if you want to set a population of people who think long term about your city, you build a population of owners. That’s common sense. That makes sense. The bigger reason this matters. You have an entire population of millennials right now who are objectively making more than their parents made and are objectively poorer than their parents were. They’re all complaining about it. You know, they are because they’re loud. But the problem is, all of Gen X is looking at them saying, Well, you should have saved more like we did. Here’s the reality Gen X, I hear you. You are full of crap. They were not better savers than their kids are. What they did is they got out of college and they bought a house. Their kids got out of college. They were 15 years into their career now, and they have yet to buy anything. And so where their kids are paying rental payments every month, their parents paid mortgage payments and they built nest eggs and they built wealth. We built the American middle class on an ownership model. Look at California. Look at England. Both are 80 percent renters, and both have a massive disparity between the haves and the have nots. If you want wealth classes in this country, if you want wealth classes in Woodstock, you do it by getting out of the ownership model. If you want to build a strong middle class here and more importantly, a strong, financially stable city in the long term, you build a financially stable people.

Mayor Michael Caldwell: [00:38:48] We can go on savings or good campaigns. All we want, I promise you, we’re all bad at it. What forces saving and what generates individual American wealth is home ownership. The challenge is when prices start to look like they do. The millennial buying their first home probably doesn’t start with a picket fence, but it might be a townhouse. It might be a condo, but it gives a route through which we can achieve ownership and we can build an actual wealth model for not not just the city, but for the individual citizens and families. They turn that nest egg. They build up in that condo into a home, and then they pass that nest egg on to the next generation. You continue to build wealth that way. This is how we did it. As a country, we are abandoning that concept and mentorship rates are growing at a massive rate in this country. Sister cities nearby have recently announced they are majority renter. Now, if we follow that pattern here, we will not have a place we want to live in 30 years. We’ve got that is a leading metric that isn’t sexy on the campaign trail. It is really easy to say no condos and you’ll hear me say no apartments because it follows that rental ship model, right? It’s not. The renting is bad. My wife and I rent it for the large part of the start of our marriage. It’s that when your community becomes a majority of that ownership model, it changes the face of the community. It changes the wealth pattern of the community.

Jim Bulger: [00:40:08] I can almost hear the cheers of realtors all over our city.

Speaker4: [00:40:11] That’s true.

Mayor Michael Caldwell: [00:40:14] I I think that if we get that metric right, we fix fifty five symptoms down the way. And so those are the kinds of metrics is not the silver bullet. There is no silver bullet to make a great city. But if we can find those kinds of leading metrics and chase them and chase them unapologetically, then we are going to build a city that is unlike any other city because I don’t know another city chasing that metric right now. If we become the one setting that pattern, not only do we make this a healthier place, we set the example for how to bring the American Republic back. So I think we’ve we’ve got to decide we’re going to lead and lead on things that are going to matter for the people who are going to call this home.

Jim Bulger: [00:40:48] That’s great. Now, I suspect there are some misconceptions about the mayor’s office, and I

Mayor Michael Caldwell: [00:40:57] Suspect that

Jim Bulger: [00:40:58] One of them is this is a part time position. Yes, sir. I mean, you’re also the managing partner of Black Airplane, which is an award winning digital agency located here in Woodstock. How did you get involved in that business?

Mayor Michael Caldwell: [00:41:12] Yeah. Speaking of misconceptions, with office, I will never forget in a past life, I used to travel a lot for work, and I’ll talk about that in a second too. I was in. I was outside of Baltimore for work on a Wednesday afternoon and I got a call from a constituent back in the State House days and he said, I need to meet with you this afternoon. Oh no, sir, I’m up in Baltimore right now. I’m here for work. I can meet with you on Saturday. And he goes, I don’t care what side gig job you’ve got. We’re paying you one hundred and eighty grand a year. You’re going to get back here. Oh, oh sir. I don’t know how to tell you this. I’m not your congressman. I make $17000 a year and we work for 40 days out of the year. And it was, but it was, and I felt bad for the guy because it’s those moments where you realize we just, you know, the number of doors I knocked on and running for State House and said, I want to be your state representative and they go, How are you going to change? Washington set a good example.

Speaker4: [00:42:02] I got to.

Mayor Michael Caldwell: [00:42:04] And so for the for the mayorship, it is a part time job. I have a real job. That’s where I make my money. My my former State House buddies all tease me. I found the one job in government that pays less than the State House did we. I own Black Airplane. We we employ just shy of 30 full time developers and designers, building custom software for some of the largest companies in the world. For the DOD, for Coca-Cola, for some really fun companies and and also for a whole lot of companies. Here in North Georgia, there are mid-market, just great brands that are trying to build a living for themselves in their communities. I started my career way back when in recruiting and then in software and then got out of that. My dad, my neighbor, my college roommate and I started a safety equipment business back in 2011 that we we built up to about 30. Yeah, about 30 people. Maybe a little bit more than that. We sold it to 3M in twenty fifteen. I got locked in at 3M for two years. During that time period, from 2011 to 17, I was on just shy of a thousand flights. I flew. I averaged a flight every other day, including holidays and weekends, and that didn’t include the time that I was grounded because I was in the legislative session. So for the first three months of the year, I couldn’t fly and I traveled all over the world. I wrote the the the dropped object policy that has since large portions have been adopted into OSHA policy.

Mayor Michael Caldwell: [00:43:31] But I traveled the world talking on that topic and we sold that company. 3m did really well. After two years, I left 3M and David Leggett, the one of those one of the four of us and I. He has always been a tremendously talented software developer, knew he wanted to get back into that and start an agency. So in Twenty Seventeen, we started Black Airplane. We actually bought the brand off of a gentleman who was using it for his design shop. We hired him in as our first designer and we relaunched the company and we’ve built it up since. We’re cash flow positive, profitable all those fun words, no debt, no outside investment and built it up to just shy of 30 full time. Now here in downtown Woodstock and I walked to work most days. My office is 2600 feet from my house. I walk or a golf cart and and it’s a I will tell you as mayor, this is we’re all biased in that we know the things that we know, right? But I’m a firm believer. If we’re going to build a long term sustainable city, we need to have more people who live and work in that city, right? We we lose our sense of roots, unlike we had three generations ago because three generations go and for the five thousand years in human civilization, prior to it, you lived and worked in the same city and then the automobile through everything on its head because we all accepted I can work forty miles away.

Mayor Michael Caldwell: [00:44:43] The problem is then when the place you live starts to feel off, you don’t think about how to fix it. You think about how to get out of it. When the place you work starts to feel off, you don’t think about how to fix it. You think about how to get out of it. When you work and live in the same place, you feel a responsibility to make sure that that place continues. And so if we can get more people who are living and working here at the same time right now, we call it a great place to live, work and play. The challenge is Pick two, you can live and play here, or you can afford to work here, but you can’t do both. And so we’ve got to get more high paying jobs. The challenge is, I don’t want Microsoft. I’m not looking to attract the next Amazon campus into our 13 square mile city. I want I want fifty twenty five employee companies locating in downtown Woodstock who are paying six figures and allow their people to walk or take a short under ten minute drive to work every day. I will tell you I employ a whole team of people who we’ve got two or three exceptions because they wanted land in North Georgia. But outside of those, I think our average commute is like seven or eight minutes. And I can’t tell you the quality of life improvement. You give somebody with that.

Jim Bulger: [00:45:50] Well, and there’s a whole different office dynamic that comes with that, too, when you’re employing your neighbors. That’s exactly right. I mean, you’re not the faceless leader of the organization because you’re going to see them at the grocery store, you’re going to see them at the restaurant. You are living with them outside of work, too. And I think that brings another level of responsibility to that leadership as well.

Mayor Michael Caldwell: [00:46:16] Absolutely. Well, you know, I’m really proud of Black Airplane. We’ve built an incredible team of people and we’ve got we’ve got our five values like everybody. But the the one that always means the most to me is we invest in each other personally and professionally, and I have a team of people who really buy into that and have shown us that over and over again. And it is so much fun to watch the team as you’ll have someone. We have an employee who who took on foster kids and one of the foster kids got really sick, and David and I own the company were both 50 50 partners, and we had no idea this was happening. One of our one of our employees walked around the company collecting money for these guys, and I think they raised them like $2200 or something. I mean, just silly stuff that is just leaning into each other in moments where it’s not a yeah, sure. Here’s five bucks. It’s a no. What do they need, OK? How do I meet that need? And I love that we’ve built a family there. And I think a large part to your point is that it’s a family of people who consider our community home. And so you already have a tie together.

Mayor Michael Caldwell: [00:47:11] It’s not your tie isn’t just the logo that you’re wearing, right? It’s the it is everything I know. I’m going to see you again. I know you probably won’t retire here. When you leave, I’m likely to see you again. This is not a, you know, this isn’t a this isn’t a limited season in our in our relationship together. It’s just a it’s a season we work together. And so having that relationship, I think you’re right. As a leader, it adds a sense of responsibility. I hope and I believe my team shows it. It adds a sense of responsibility to them as well. They perform for the company because they recognize not just that the company matters for them and the families it feeds, but that our company, our company, does a lot in the community too. And so I think our employees rally around that and really believe in it. And we we do it. I might just be terrible at taxes, but I don’t see a whole lot of tax benefit out of it. But we do it because it’s the right thing for Woodstock and for Cherokee County. And if it’s good for Woodstock and Cherokee County, it’s going to be good for us.

Jim Bulger: [00:48:03] So let me just recap a minute. Sorry, I’m doing a lot. No, no, no, no. Well, you’re

Mayor Michael Caldwell: [00:48:07] Here.

Jim Bulger: [00:48:08] But in addition to being the owner and managing partner of Black Airplane. Devoted family man, you and your wife, Katie, have two small children, Oliver and Elizabeth, with a third on the way in

Mayor Michael Caldwell: [00:48:21] March and in March, yeah, we’re going to have a busy Q one.

Jim Bulger: [00:48:24] You have all this community involvement with the different boards and charitable organizations and everything else. And I’ve always been as you and I have talked about, I’ve always been a huge admirer of the way you’re able to balance your time between family and work and community. How does adding the Office of Mayor bring an additional challenge to that?

Mayor Michael Caldwell: [00:48:47] Well, thank you. You make me sound like a really good guy. I’m just a big jerk. But I. It adds complexity I used to get asked in the State House all the time, how do you do this and a real job? Oh, poorly

Speaker4: [00:48:59] Is

Mayor Michael Caldwell: [00:49:01] The the way I used to describe it was, you know, when you wear two hats, no matter how good each hat looks, you still look stupid. But I I don’t know. I there’s not one of those things, you name, that I don’t love doing. And so it makes it a lot easier. I think back to in sixth grade, my my teacher was complimenting my mom and I remember standing there sixth grade, right? I’m standing there in teacher. Oh yeah, Michael did great on this history piece, blah blah. I remember my mom just, I mean, totally deadpan. Look at her. She goes, Don’t kid yourself. Michael never does anything he doesn’t want to do. And and but it stuck with me because there’s there’s an element of you’ll always do really well in the stuff that you want to be doing. And so this is a for me. I’m fortunate in that. I mean, I tell my wife, every day you leave me, I’m going with you. She, my wife, has been a huge support in all of this and my wife’s the president of the board of directors for Woodstock Arts, formerly Elm Street. And and so I do my best to make sure I’m supporting her in that when I leave here, I’ll be picking up the kids from grandparents because she’s off at their retreat this weekend. And it’s we she and I have always recognized we’re a team and that means we’re going to each take one for the team every now and then and make sure we’re supporting so we can go get things done because we both value what we’re doing in the community.

Mayor Michael Caldwell: [00:50:17] And then I’ve got a great business partner. David’s been incredibly understanding and supportive through the, you know, sometimes I’m gone at one o’clock for a ribbon cutting and I I don’t get to do that one o’clock meeting, so we’ve got to push it to two. But the the mayor’s office brings an easier balance than the State House did in that it is easily as much time as the State House took, but it is spread through the year. And unlike the State House, where if I had a Regulated Industries Committee meeting at 10:30 in the morning on a Tuesday, I got to drive down there two hours before. So I’m driving out at 8:30 in the morning meeting last two hours. Great. Now we’re at 12 30. I’m going to grab lunch down there. Grab lunch. Ok, now we’re at 1:30. Ok, I got another hour drive back. It’s 2:30 now. Well, my whole day, 8:30 to 2:30 shot right for a four one meeting here. If I catch a meeting for mayor, I’ve got a two minute walk or drive from my office. I have the meeting for forty five minutes or an hour and then I get back to the office and it’s a genuine hour going. And so it’s there is a it’s an added just not just a hey cool that feels more like it matters because I can see where I work and live from here, but also a a genuine value to I didn’t have to travel an hour and a half away to go do something that matters. We can do it right here at home.

Jim Bulger: [00:51:31] Absolutely. Well, and over the last couple of years, you and I have gotten better acquainted because we both have the privilege of serving with NAV, the North Atlanta venture program, where we operate as mentors to new emerging growth continuing growth companies. Yes, sir. So as a business leader and also a mentor to other businesses. Talk a little bit about your goals concerning business growth in Woodstock.

Mayor Michael Caldwell: [00:52:00] Yeah, I think study after study shows that business recruitment is almost never the way to genuinely grow jobs in the community. The dramatic majority of additional jobs come from growing businesses that already exist there or getting people who live there to start their own business. I will tell you one of the one of the ways I really want to go after recruiting in Woodstock is a an atypical recruiting model, which is we have a we’ve got a seventy eight, somewhere between seventy eight and eighty two percent, depending on the year that you’re measuring out commute and Cherokee County. So we have a tremendous, tremendous talent base in Cherokee of people who are working jobs and commuting out to companies outside of this county. In addition to those employees commuting out, you have a ton of business owners commuting out. They live here and they own a business in Cobb or Fulton County. I’m going to take the list from the secretary of State of Businesses, who’s registered agent lives in Woodstock and whose business is located in Fulton County. And I want to lunch with every one of them because those are guys who 15 years ago, when they opened their business, of course, it made sense to open it out there. There was nothing here, but they all it’s time come home. And so that’s I’m having weekly meetings with developers talking about, Yeah, we want to build office space. We just need to justify the demand. They are waiting. They’re itching to build it. These business owners would love to come back, but there’s no office space. So you have this chicken or the egg. All we need is a matchmaker. And so I’m going to intentionally start having those meetings with those guys.

Mayor Michael Caldwell: [00:53:26] And I think it’s a good complement to how do we continue programs like the North Atlanta venture mentor for anybody on here who doesn’t know about that program. By the way, we have the only MIT trained venture mentoring service in the state of Georgia here in downtown Woodstock. It is an awesome asset that we’ve got for this community, and if you have a business you’d like ongoing mentorship in from people who’ve been there done that, it is a free program to be a part of. And if you think that you could offer value to that as a mentor, we would love to talk to you. It is an awesome, awesome program here downtown, but more programs like that and then also making sure that we are continuing to add entry level office space here to for businesses that want to get off the ground, we need additional co-working options. We’ve got the circuit, which is a great option. It’s where I started Black Airplane, but encouraging as we continue to scale out that we’re bringing in more, more and better options for those kinds of how do we keep the overhead low, allow people not just to fail fast, but to succeed fast too, because they’re not trying to desperately make ends meet at every turn around. We’re sitting in the innovation spot, which is an awesome option for that kind of kind of launching point. And so how do we continue to build those options here in downtown Woodstock? I think the the small business infrastructure is going to have to be a big focus of the next two or three years.

Jim Bulger: [00:54:43] Well, we talked earlier about how the representative role in the mayoral role differ, and I think one of the other differences in that is the direct leadership role you have as mayor and obviously you’re a different person now than you were when you first entered the house. Yeah. You’ve had experiences as a business leader with Black Airplane. Talk a little bit about your management style and how those leadership experiences. You see those being put into play as mayor.

Mayor Michael Caldwell: [00:55:15] Oh, that’s a good question. I think I’m a I like to believe I’m a lead by example guy. I am a. I am not afraid of confrontation, but I’m not a confrontational guy, I’m not an aggressive guy. I like to I like to win people over. I think you have more success that way if you can get them bought into your vision than the other way around. But at the end of the day, I think I mentioned our values at Black Airplane earlier. We’ve got our we invest in each other that matters desperately to me and I think hopefully speaks into what I’m trying to describe there through just sort of an authentic, genuine leadership by example style. But our first value is we have courage and that value. For me, it’s it’s the most important value we have, I think, and I hope that it leans into the mayorship as well. The way I try to teach it with our employees is it’s those moments. Having courage is more is less important in a moment where you feel you’re on the defensive than it is in a moment where you feel you need to provide feedback. So I find far too often people are willing to let someone else fail because they don’t want to say the mean thing or what they perceive is the main thing.

Mayor Michael Caldwell: [00:56:24] And in reality, what you’re doing is being a coward because you’re letting someone else bear the burden of your discomfort in the form of failure. And so encouraging my team to show courage by not just correcting and not doing it maliciously, but showing the courage of correcting and grace. But then, as mayor, I hope that I can have the courage to do like we’ve been talking about through this interview, right? We’re going to have to lead in ways that look a little bit weird sometimes. And if we don’t, then we’re decimating our city to be a place we don’t want to be. And so I think courage is going to be a dramatically important piece moving forward. I have tons of examples through my time in public service where I think I did a good job of showing that, and I have tons of examples where I absolutely missed it. And so my hope is like, we all do. I hit more than I miss. What did? What’s Cinderella’s quote? Have courage and be kind? I hope I can be a lot like Cinderella here, so well.

Jim Bulger: [00:57:20] Now, anyone who’s ever entered a leadership role knows that initially they’re going to be seen as a new set of ears for people wanting to resurface discussions on old issues. How do you plan to handle that?

Mayor Michael Caldwell: [00:57:36] I’d like to be a new set of ears, bring them. I think my my caution will be what we said earlier. Write good ideas will win out and bad ideas will continue to have to wait for the next new set of years. Let’s let’s hear round. I think I think that’s that’s a healthy occurrence, too. It’s part of why new sets of ears are good is because what what may have been, what may have been dismissed. Eight years ago might have been dismissed because it was a bad idea. Eight years ago, but you know what? Woodstock isn’t the city we were eight years ago, and so there are there are a lot of ideas that may have been left on the table that do deserve a rehearing. There are a lot of ideas that I’m confident got left on the table that belong under the table or in a trash can. So I fall back to I hope I have the courage. I hope I have the wisdom to see between the two and the courage to make it very clear where we’re going now.

Jim Bulger: [00:58:25] That’s great. And it’s obvious that all of these previous experiences you’ve had have brought you to this exciting new chapter. So. Let’s get out the crystal ball, let’s look into the future. Let’s look four years down the road, it’s now the end of your first term as mayor. How do you hope residents will then view their city? What words do you want to hear them use?

Mayor Michael Caldwell: [00:58:51] Oh, that’s a great question. I hope the word community comes out a lot more often than the word city. I like the word vibrant. I like I like the word neighbor. And I know how cliche that sounds. But it’s an underused word and it’s a word that I think we are we’re becoming increasingly suspicious of. I hope that when people think about Woodstock, I hope that regardless of the fact that four years from now, we’re going to be an even larger city, we could be knocking on the door of 40000 people. And I hope they keep using the word small town because, you know, it’s amazing how often we use that word, and it’s just a really hard word to continue to justify. And yet I don’t see it going anywhere anytime soon because we’ve got that feel. I hope they, I hope they say walkable. I hope they say, as I say, vibrant again, because it’s an important one. I want that sense of life. I think the fact that I can go sit under the Elm Tree at Reformation on a Tuesday afternoon and it feels full is not an example of Woodstock being out of work because we’re again, that unemployment rate is real low. It’s that it’s that we’ve got a city of people who’d rather be together than apart. And at a time in this country where a division seems to, it just seems to be floating in the air. It sure seems to have missed us. And so I want I’d like people to use words like weird and different. I think we should. We should be striving to be different and unique, and I think that word special needs to keep coming out.

Jim Bulger: [01:00:23] So that’s a lot of words. Oh, that’s that’s great. We thank you for that. And obviously, we could talk for hours. Oh, yeah. But before we wrap up here, any any final thoughts you’d like to share?

Mayor Michael Caldwell: [01:00:34] I want to say thank you. We I know it was unopposed, but it was unopposed because 35000 other people decided not to run. And I like to hope at least a part of that was that they thought I would do a good job for them. So I want I want the citizens of Woodstock to hear that I intend to earn that. I will not get everyone right. I know I didn’t in the State House and I won’t hear either. But it won’t be for lack of work and it won’t be for lack of trying to make sure I do. So my promise to everybody is I ran. I still believe I had the most accessible and transparent legislative office in America for the course of eight years. I intend to run the mayor’s office the same way if you ever need me. My personal cell phone is six seven eight five two three eight five seven zero. It is the same phone my wife calls me on, so don’t blow me up because she needs to get a hold of me to. But call me anytime you need me, shoot me a text message. I am around downtown. I live on Hubbard Road and I walk to the corner of Mill and Town Lake Parkway for work every day. You can catch me in between, probably at the brewery, so I would love to see you and hear from you. I am not the guy who has all of the ideas. I am the guy who’s going to try to aggregate them. I consider the mayor’s role a facilitator role. I get staff and the council, the information and the resources they need to get their jobs done and to execute. For the people who call this home, people who call this home use me as a facilitator. If you’ve got a good idea, I want it. I will run with it. If you’ve got a bad idea, I will be kind.

Jim Bulger: [01:01:59] Well, in communication and transparency have always been foundations of your public service and I think your private life as well. So that accessibility and I mean, obviously, you’re active on social media. You mentioned the phone number, you have websites and I mean, there are a lot of ways people can contact you if they want.

Mayor Michael Caldwell: [01:02:21] If you’re not talking to me about something, that’s because you don’t want to.

Jim Bulger: [01:02:25] So help us help you. How do you feel that we, as residents here in Woodstock, can effectively assist you and the other elected officials?

Mayor Michael Caldwell: [01:02:35] Yeah, that’s a great question. Don’t be shy. And I mean that genuinely, I find I find so many people think their elected officials are going to get their idea through osmosis, and that’s just not going to happen. So if you’ve got one, don’t assume it has come across our desks already. And so don’t be shy. Please share ideas. Share thoughts. But also, I would ask. In the same way, I’m hoping to have courage, have courage, be willing to try some stuff out here. I think that I guess I’ll say it this way if we follow the American pattern, we’re doomed to failure. So trying out some new things can’t do anything worse than the than the regular pattern for a suburban city can do. So let’s let’s make sure we’re setting a path. Let’s we are. I would. There are two things we have to remember right now in order to do well in the long term, we’re going to need to do some things that feel a little bit weird and that’s good in order to do in order to remember and be grateful for what we have right now, we’ve got to remember that, yes, we have issues with traffic and parking and pedestrians are in the roadways.

Mayor Michael Caldwell: [01:03:40] And you know what? Those are all problems that come with a city people want to be in as we complain about those problems and we should because we should be chasing solutions. Let’s remember almost every other community in America would kill to have those problems. We have problems people envy, enjoy the problems other people envy like. It is a good thing if it takes you a little bit longer to get through downtown because it means you have a downtown that’s worth something and is contributing your property value. You know, the people who really don’t like the traffic in downtown and are. And I understand why the people who do not live in our city and don’t work in it, but drive through the middle of it. You know what, I want them to stop doing driving through the middle of it. So it’s I’m OK with them hating that traffic. That’s fine with me. For those of us who call this home or work here, let’s remember those are good problems. Let’s lean into them, and let’s make sure that we’re thinking of solutions together.

Jim Bulger: [01:04:30] That’s great. And and the web address if people want to email you.

Mayor Michael Caldwell: [01:04:33] Yeah, you can catch me at Michael at Mayor Caldwell or go to Mayor Caldwell dot com. Or you can always check out the city website at Woodstock, Ga. Gov.

Jim Bulger: [01:04:43] Well, Mr. Mayor, thank you so much for your time today. Sharing your goals, sharing your insights. We thank you for all of your past service and all your contributions to the city, and we thank you for your willingness to lead us into our future as our mayor. We wish you, your family, your entire city team, all the best in the future. Thank you once again.

Mayor Michael Caldwell: [01:05:07] Thank you, sir. It was an honor,

Jim Bulger: [01:05:09] And we thank you for listening to Woodstock. Proud. We hope you enjoyed getting to know new Woodstock Mayor Michael Caldwell a little bit better. Until next time, this is Jim Bulger saying Take good care of yourself. Please stay safe and we will talk with you again. Real soon.

Tagged With: Black Airplane, Michael Caldwell

Jan Levie With Handy Entertainment

January 14, 2022 by Jacob Lapera

JanLevie
GWBC Radio
Jan Levie With Handy Entertainment
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HandyEntertainment

JanLevieJan Levie is the CEO and Creative Director of Handy Entertainment, a subsidiary of A Handy Little Company, a WBENC-certified Woman-Owned Small Business event production and management business. Handy Entertainment creates entertainment solutions for social, corporate, promotional, and fundraising events.

They help companies make transitions, create solutions, and reinvent traditions that no longer serve their purpose. By creating and producing customized, interactive entertainment, they connect people to each other, their company, their project, or their mission. They are immensely proud of the diversity, equity, and inclusion they bring to the table, training and hiring people with physical, intellectual, and emotional handicaps.

Jan’s professional background spans stage, film, television, voiceover, industrials, journalism, and translation. She has worked extensively with corporate, legal, educational institutions, and government entities both in the U.S. and internationally.

Jan Levie is a noted speaker presenting among many topics, on events, entertainment, non-verbal communication, intuition, and disabilities awareness. She will be presenting on Intuition in Business at 2022 The Special Event in Anaheim, CA. Jan serves on Discover Chamblee’s Advisory Council.

Connect with Jan on LinkedIn and follow Handly Entertainment on Facebook and Twitter.

What You’ll Learn In This Episode

  • How hiring an event production company saves time and money
  • Stories about Handy Entertainment helped businesses and individuals
  • Why you should do what you want instead of what everybody tells you to do
TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia, it’s time for GWBC Radio’s Open for Business. Now, here’s your host.

Lee Kantor: [00:00:18] Lee Kantor here. Another episode of GWBC Open for Business, and this is going to be a fun one. Today on the show, we have Jan Levie and she is with Handy Entertainment. Welcome, Jan.

Jan Levie: [00:00:28] Well, hey, Lee. How are you?

Lee Kantor: [00:00:30] I am doing well. Tell us a little bit about Handy Entertainment. How are you serving folks?

Jan Levie: [00:00:36] We produce event entertainment. We create event entertainment for companies, for businesses, and for individuals.

Lee Kantor: [00:00:44] Now, what’s the backstory? How did you get into this line of work?

Jan Levie: [00:00:47] Oh, do you want to hear the real story?

Lee Kantor: [00:00:50] The real story. Let’s start with the real story, and then we can do the fake story a little later.

Jan Levie: [00:00:54] Real story, and I didn’t have permission to share this story until last month. The real story is, I started my business in 2009, and if you fast forward to last month, December 2021, I asked my favorite son if he knew why I started my business. And he said something like, “Well, you needed to find something to do.” And I said, “No. I already had plenty to do.”

Jan Levie: [00:01:22] And just to go back in 2009, he was nine years old and he was struggling everywhere. He was struggling in school. He was struggling socially at home. And we were trying everything. But I just decided when I started this business that I was going to create something that, no matter what it turned out that he had or is, that he would have work and that it would be meaningful. Go ahead.

Lee Kantor: [00:01:51] But what drew you to this event production?

Jan Levie: [00:01:55] Well, I started doing event entertainment when our kids were in grade school and it morphed. And my background is theater and journalism, so that was kind of a shoo in. The more I did with events and I’d always done events because, in order to support a theater habit, you have to have fundraisers. And somebody ends up working them, and so I’ve done quite a bit of production work beforehand.

Jan Levie: [00:02:24] I just realized that the greatest part about having an event production and event entertainment company is you get to really create things that are unique, and individual, and that serve a specific purpose. It’s kind of amazing. It’s not just entertainment. You can get people to come in and to leave with something that’s about them, or about the business, or about the event, something that is maybe electronic. Maybe it’s written, maybe it’s art, maybe it’s something they get later. It’s just fascinating to me how multi-pronged it can be and how far it can go.

Lee Kantor: [00:03:10] I think it’s one of those places that really leave an impact. It leaves a mark. It’s visceral. It’s emotional. And it elevates relationships. It elevates kind of the content. It elevates everything around it if it’s done well. I think in today’s world, a lot of people are kind of superficially going through the world. But when you have an event, it forces you to be in the moment.

Jan Levie: [00:03:37] Totally. And I couldn’t agree with you more about the tendency/tendencies towards superficiality. And I really hope and I truly believe that we create things that touch people, that move them, that show them something in a way that they haven’t done before.

Jan Levie: [00:03:59] And full disclaimer, no, it’s not a casino table. I mean, we can get those if you want them. It’s not about something that’s just pretty. It’s something that really resonates with the goal of the event, or the hope of the host or hostess, or something that people want to try out, or something that they want to leave as their mark in the world.

Lee Kantor: [00:04:29] And I think that’s what separates your firm from others that it isn’t just about, like you said, executing casino night. You’re trying to leave a mark for these people. And you’re really getting at the heart of the outcome they desire. Not just the “Oh, that’s the event we desire.” Sure. But what is kind of the emotional resonance you want to leave with each of the people.

Jan Levie: [00:04:52] Well, what do you want people to do? What do you want them to feel? What do you want them to know? I mean, really, literally, what do you want them to feel, know, and do after the event? Is it just about having a good time? Do you want people to know who your sponsors are? Do you want them to know what it is you accomplished without being boring, without just giving announcements? Do you want them to have a reason to find out more? Do you want them to see things in a different way?

Lee Kantor: [00:05:24] Now, I’m sure that most other event production companies aren’t asking those questions, they’re more about the nuts and bolts of, you know, kind of chairs, tables, and kind of the logistics of it. But when you get to the heart of it, I think that that’s what elevates you and it elevates a company. If you can really get to the heart of what your client really wants, not what they say they want, but what kind of impact they want to leave, then you’re becoming a true partner.

Jan Levie: [00:05:56] Thank you. Yeah. It takes more time. It’s not like creating widgets. It takes more energy. It takes more money. It takes more engagement. But if a client tells us, for example, that for them, the most important thing is to reach as many people individually as possible, then we know that’s what they want. If they say that budgets are a big concern, we know that we can work within the parameters or not. If they say that they really want glam and glitz, then these are your options, these are things that you could do with that.

Jan Levie: [00:06:37] Sometimes people want to be part of what we create, and then we have to ask them to show us their proof of concept for the part they want to contribute beforehand, and this has happened. You don’t show up expecting the client to have provided that thing that they wanted to provide and then they don’t.

Lee Kantor: [00:07:01] Now, when a person is considering an event, can you share maybe some stories about how you’ve helped a person kind of think holistically and maybe get more than they even expected, but it can help them really make a difference in their business and to the folks who are all involved with every aspect of this.

Jan Levie: [00:07:25] Sure. I don’t know if you’ve heard of Sojourn, the Southern Jewish Resource Network. It is a nonprofit that creates counseling and outreach programs for LGBTQ, i.e., youth and their families and their communities and institutions. And what we did for them at one point was, we created Zoltar cards that were distributed by Zoltar that listed their mission in the past year. And everything that was listed was listed as a question.

Jan Levie: [00:08:05] And then, as the answer to the question, there was what they had accomplished, the amount of seminars that they had led, the amount of counseling sessions that they had referred, the amount of money they had raised to combat homelessness in these communities. It was all listed. And they were separate cards, there were eight of them. There were eight statements.

Jan Levie: [00:08:32] And the thing that meant the most to me is when their chair of their board called me the next day to thank me because she said it was the very first time that their sponsors and donors knew really what they were doing.

Lee Kantor: [00:08:50] And that’s something that some businesses take for granted. “Of course, they know what I’m doing. Why would they be here to support me if they didn’t know?” But it’s one thing of kind of intellectually knowing and then another thing to emotionally know and connect dots where you can see the thing in action. You can really feel the emotion of what’s going on. That’s a different level of intimacy and relationship.

Jan Levie: [00:09:17] Those are really, really great words to describe, I believe, what we’re trying to create.

Lee Kantor: [00:09:26] Now, what is it like for you when you hear someone who has maybe worked with other entertainment or event production companies who aren’t kind of caring at the depth that you are and they’re kind of superficially thinking, “Oh, I just tell you these kind of basic superficial things.” And then, you got to kind of dig in a little deeper to get the why behind the why to really understand what outcome they truly, truly desire, what it could be, not just what they think it can be.

Jan Levie: [00:10:00] Why behind the why, it’s so good. The why behind the why, so a lot of companies or institutions or people we deal with, when you ask them things like, “Could you give us a budget range?” They will hesitate or obfuscate and say, “Oh, we don’t know.” And that happens because people have had experiences, I believe, I feel in the past, where companies have used that to peg what they’re going to offer to hit or go over that budget.

Jan Levie: [00:10:33] And like I explained to them, when someone says to me, “I’m going to Paris, where should I stay?” And I say, “What’s your budget?” And someone says, “I don’t know.” And I said, “Do you want to stay under the bridge or do you want to stay in the hotel?” You know, it makes a difference. And before I create something as an offer for you, let me know what it is that is most important, what it is you’re trying to achieve. And if you don’t know yet what you’re trying to achieve, let’s try to figure it out.

Lee Kantor: [00:11:04] As Stephen Covey says, focus on the end in mind, what is the end result you’d like? And let’s work backwards from there, right? Like, let’s get to what feeling do you want your people to leave with? And then, let’s figure out ways to do that instead of just thinking, “Well, I want Casino Night.” I think it’s better to look at that from the end in mind rather than what you think is the best path to get there. And then, give the floor to the experts like you and help them create that event that they want that leaves their people with that feeling they want them to have.

Jan Levie: [00:11:47] Thank you for that. I really don’t know that I’m an expert. I feel that I always am learning. And I always try to learn from people who are better than me. And there are loads of people out there who are my teachers, who are my mentors.

Lee Kantor: [00:12:02] Right. We’re all learning, but you’re humble enough to know that you’re still learning. You don’t have to have all the answers. But you have enough scar tissue and experience to know. You may not know how it’s going to end, but you probably know how it could end. And there’s lots of ways to get there. So, I would definitely defer to you when it came to things like this.

Jan Levie: [00:12:24] Thank you. Something as simple as, you want to have an entertainer and you have the space for them. What is it that you would like people to see? Like, one event that we did, they had a huge gallery of beautiful art. And so, we set it up so that when people were waiting – and this was before COVID. We have pagers now if people need them. We have a scheduler now if people need them – they were hanging out, they were in line, they were waiting, they were speaking with each other, but they were in a place that had things they could bid on or buy. And that was really useful. That was useful for the organization. It was useful for their guests. And they said that everybody stayed and they stayed a long time, much longer than ever, and they made more money than ever.

Lee Kantor: [00:13:13] Now, isn’t that a great example of how an event and working with a professional organization like yours, it can save the host time and money and make them more money than they might have been able to do if they had just kind of put this together on their own. Or just said, “Hey, you’ve done events,” something on the team, and they just kind of hand it off to them and say, “Yeah. You’re good. I had a party at your house, that was a good one. You’re in charge of this.”

Jan Levie: [00:13:44] Thank you, Lee. Thank you. These are the things that make a huge difference. Like, do you have sponsors or donors that you want to highlight, you want to give them business? Do you want their business to be part of the event, something that they produce?

Jan Levie: [00:14:04] For example, we are preparing a proposal, actually, today for an event, and they have many small boutiques. And one option is for them to have lip print analysis on an item that is produced by one of the boutiques. So, that actually highlights what the shop sells. It gives people something to take with them that has information about the event on it. And it gives them something about themselves, which is a lip print analysis.

Jan Levie: [00:14:42] We’ve done that before with the step and repeat, with the different logos from the different companies and the different sponsors. And people have written on them. They’ve put their prints on them. They’ve written about the organization. And there were lots of pictures and it went on social. So, what they had to say about the organization was on social, literally.

Lee Kantor: [00:15:06] And it’s that kind of thinking, though, why I’m a big believer in hiring specialists for certain things. And this an example, one, where a person like you are going to help me think of things that I wouldn’t think about because you think about this every day. I’m thinking about this once a year.

Lee Kantor: [00:15:24] And to hire an expert that, first of all, knows where all the landmines are, that’s super valuable. Someone that knows ways to elevate my event, super valuable. Knows ways that I can maybe make money or get more value in terms of social media exposure for my brand, for my company, that’s extremely valuable. I think that any time anybody is having an event of any size, it’s worth having a conversation with you or somebody on your team or somebody in your industry.

Jan Levie: [00:15:55] Totally. And one way that we save people money is that we work with trusted vendors. We work with partners who actually do what they say they’re going to do when they say they’re going to do it. And they have backup plans.

Jan Levie: [00:16:10] So, what’s really great about that is that, by using us, you get things at a much better consumer cost than if you were going out and spending the time, spending the energy, or paying your employees to go out and source and price everything, not knowing in the end if those companies that are less expensive are going to deliver what you need, what you want, and when you want it in the condition you expect it to be in.

Jan Levie: [00:16:37] And I can’t say enough about having trusted partners in business. It’s so amazing, so awesome, and helps me sleep at night.

Lee Kantor: [00:16:46] Yeah. And in business today, you have to have those kind of trusted people around you in order to execute what you do and you’re doing the vetting for me, the consumer. You’ve already kind of kissed all the frogs to find the princes, right? You already know who are the people that keep their word and promise. And that’s super valuable because my time is worth knowing that. And I don’t want to do that and audition all these people. You’ve already seen them in action. You might have seen them in another event and say, “Hey, this person is a rock star, let me get them on the team.” And then, you built kind of a team of people you trust to help execute. I mean, that’s super valuable.

Jan Levie: [00:17:25] It’s incredibly important, and I know that you all have that too.

Lee Kantor: [00:17:29] Yeah. I mean, we try to do that as well. Like people say, under-promise, overdeliver. To me, the optimal is, overpromise and overdeliver. So, I want you to be wagging your tail when this thing is over. I want you to have a great experience.

Jan Levie: [00:17:48] Absolutely. And one of the ways to do that is to really find out. For example, we had a walk through yesterday, and one thing I discovered that I hadn’t known from our previous discussion is that, even though this planner was amazing and has the most incredible ideas, for her, a turnkey solution is better than something that is more involved and has more bells and whistles. She wants something that’s really kind of easy in and easy out. Whereas, somebody else might say, “Well, you know, if we could do this part, that would be fine with us. And you could take care of this part.”

Jan Levie: [00:18:31] So, it’s really good to know what are your strengths as an organization or as a person. Like, if you’re someone who really wants to manage those, are you capable of managing the installations, the tents, the permitting, making sure that your bartenders are licensed, and that your caterer has the correct setup to keep everything, the proper temperature? Can you do that? Do you know that your officiant is licensed? Do you know all these things or do you need to have professionals take care of it for you or to help you with it? So, there are different levels of engagement.

Lee Kantor: [00:19:09] Now, let’s shift gears a little bit and talk about GWBC. Why was it important for you to get involved with that organization?

Jan Levie: [00:19:17] I’m a woman. I’m a woman-owned small business. And I am the owner of a company that is certified by GWBC, by the Greater Women’s Business Council. And I am so glad, and the reason I’m so glad is I am now, as a business owner, eligible to work with large corporations and entities that do business with the federal government.

Jan Levie: [00:19:45] We have been able to really make strides in business in, I’d say, the past six months because of this certification, which has allowed us to get in front of partners that, otherwise, they would probably just go to the big boys. When I say big, I mean big. When I say boys, I mean boys. But by having diverse certification opportunities, people who have businesses that normally don’t get a chance to sit at the table are at the table. And that creates an equity that is long overdue.

Lee Kantor: [00:20:28] Now, in the growth of your business, what can we do to help? What do you need more of?

Jan Levie: [00:20:34] You should hire us. We will put together an amazing show for you, an amazing event.

Lee Kantor: [00:20:42] And then, when you’re saying event, what is an example of the types, maybe the range of events? Like, what would be something small, medium, and large?

Jan Levie: [00:20:51] Something small would be, well, nowadays, in the last-year-and-a-half, two years, we’ve had quite a few micro events with 25 people, 50 people, 75 people. You could have something medium which is about 300 to 500. Something larger from 1,000 to 5,000. And you could have something with installation of tents. You could have something with bands. You could have something with a specific type of entertainment like, for example, a sword swallower. They’re hard to find. You know, find a good swallower that stays around.

Jan Levie: [00:21:40] You could have an over-the-top wedding. We did a wedding, well, it’s two months ago now, and it was safe. We created an environment that kept all of their guests safe, which was really important for them. We used our contact free entertainer booths. And everybody managed to be able to interact and have what they needed. And to take something home that reminded them of their experience. But they weren’t exposed to someone else’s germs.

Lee Kantor: [00:22:15] Well, Jan, congratulations on all the success. If somebody wants to learn more, what is the website?

Jan Levie: [00:22:21] www.handyentertainment.xyz.

Lee Kantor: [00:22:29] And it’s just as you think it spelled, right? H-A-N-D-Yentertainment.xyz?

Jan Levie: [00:22:35] Yes. Except you wouldn’t think that it’s done xyz, but it is.

Lee Kantor: [00:22:40] That’s the surprise and delight moment that you add to the whole thing, right?

Jan Levie: [00:22:44] Thank you. And it’s so sweet.

Lee Kantor: [00:22:46] Well, thank you again for sharing your story, Jan. You’re doing important work and we appreciate you.

Jan Levie: [00:22:51] Well, thank you so much, Lee. And it’s been a pleasure to talk with you.

Lee Kantor: [00:22:55] All right. This is Lee Kantor. We’ll see you all next time on GWBC Open for Business.

About GWBC

The Greater Women’s Business Council (GWBC®) is at the forefront of redefining women business enterprises (WBEs). An increasing focus on supplier diversity means major corporations are viewing our WBEs as innovative, flexible and competitive solutions. The number of women-owned businesses is rising to reflect an increasingly diverse consumer base of women making a majority of buying decision for herself, her family and her business. GWBC-Logo

GWBC® has partnered with dozens of major companies who are committed to providing a sustainable foundation through our guiding principles to bring education, training and the standardization of national certification to women businesses in Georgia, North Carolina and South Carolina.

 

 

Tagged With: Handy Entertainment, Jan Levie

Steve Taylor With Robin Hood Multi Academy Trust

January 13, 2022 by Jacob Lapera

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Steve Taylor With Robin Hood Multi Academy Trust
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SteveTaylorSteve Taylor is the CEO of Robin Hood Multi Academy Trust in Birmingham and has been in post since January 2016. Steve has a strong leadership background in education and, as well as being a National Leader of Education, has worked at a national level on a number of initiatives as well as at an international level.

During the recent Coronavirus shutdown of schools, Robin Hood MAT created #TheLearningProjects – a national editable set of resources for any school in the country to build upon and improve. The team currently runs #PodcastCPD, an innovative and free approach to CPD for anyone interested in education with aim of generating national and global networks.

Steve and the Robin Hood MAT team are interested in open, transparent leadership and collaboration within the education sector and have committed to sharing EVERYTHING the MAT does for others to use as a base to build from.

TRANSCRIPT

Intro: [00:00:02] Welcome to Daring To, a podcast that finds out how CEOs and entrepreneurs navigate today’s business world, the conventions they’re breaking, the challenges they faced, and the decisions that they’ve made. And lastly, just what makes them different.

Rita Trehan: [00:00:19] Well, welcome to Daring To. I’m so excited, we’re starting 2022 with a difference because 2022 is going to be a great year. My first guest on the podcast this year is Steve Taylor. Steve is the CEO of a Multi-Academy Trust – and we’ll tell you what that is shortly -Robin Hood Academy in Birmingham. And that’s Birmingham in the UK, for our worldwide listeners.

Rita Trehan: [00:00:44] And, Steve, I’m delighted to have you on the show because we’re starting 2022, where are they different, where are the passion, because we’re bringing somebody from the education sector. And, boy, business leaders are going to learn something from listening to your story and what they can learn from what you’ve achieved as the CEO of the Robin Hood Multi-Academy Trust.

Rita Trehan: [00:01:04] So, let me begin. I don’t know, when I was at school, most head teachers, like heads of schools, told me that they start their school and they knew at a very early age that they wanted to be a teacher. I can remember when I was five, having all the kids around me because I’m a bit of a control freak and I wanted them to listen to me reading a story to them, even if they didn’t want to listen to it.

Rita Trehan: [00:01:28] But you got your passion from a zoo. Like, I know? Is that right? Like, can you talk me through how does going to a zoo, like, instill this inspiration and desire to, number one, enter the education sector and, second, being such a leading light at the top of your profession. So, go on. For those people that are thinking about what they want to do with their career, is the answer to go to the zoo?

Steve Taylor: [00:01:57] Maybe. I don’t know. I mean, first, I’m going to say thanks for having me. And I just want to start by saying that I think the education sector, particularly in the UK – I can only speak for the UK – has got a lot to learn from the corporate sector. So, I think it’s both ways. Yeah. So, this is in a zoo in Australia.

Rita Trehan: [00:02:17] It gets even better, doesn’t it?

Steve Taylor: [00:02:19] Yeah. Well, I think I never knew what I wanted to do growing up. I didn’t particularly love school. I certainly didn’t love A-levels and further education. And so, I left school and I was a little bit lost to what to do. So, like many people of that school age, I got a part-time job, and got in late, and went to bed late.

Steve Taylor: [00:02:40] But I had a desire to go to Australia, so I flew out to Australia. And, really, with not many plans and got there and felt incredibly homesick and a little bit out on a limb, really, which as a 19 year old knocked me a little bit. Anyway, long story short, I stayed with a family and the family had a three year old daughter. And I got on really well with her. I’d always got on well with children growing up and, also, people with special needs and things. I considered going and working with people with Down Syndrome previously.

Steve Taylor: [00:03:17] And so, I was lost to something to do one day and the lady said, “Why don’t you take my daughter to the zoo?” So, I took her to the zoo. And it was one of those light bulb moments in life. I’m at the zoo and as I was sort of interacting with her and really enjoying the experience, it kind of hit me and I thought, “I know what I want to do. I want to become a teacher.” It’s all clicked. It’s kind of taken me to go to Australia to figure it out. But that’s what I’m going to do.

Steve Taylor: [00:03:47] So, you know, I booked a return flight for two months time, got on a plane, came home, and I got into university. And from there, the rest is history, really. But all because of going and living in Australia.

Rita Trehan: [00:03:56] And its history where you’ve made some really important strides, I think, in sort of thinking about education and helping sort of schools and the education sector itself. Think about the role that education plays and the role that people within the education sector have in terms of their own personal development.

Rita Trehan: [00:04:22] So, look, you started your career, you started in a school, and you tell this story, which I read about, which hit me right in the core because I thought of all the CEOs that I know across different business sectors. And when I hear their stories, a lot of what you talked about really resonated. And it was this kind of like, here you are in this role and everybody judges you. You have this high expectation. Like, the kids are judging you. You’re a good teacher. The rest of the teachers are judging. You’ve got all of the government structures that are judging you on performance. Here you are, this young.

Rita Trehan: [00:05:05] The school that you went to in Coventry had been run by somebody that they’d been there, I think, 20 something odd year, 29 years or something. You were four at the time. Four at the time when they first started there. And here you come in, this young chuck, full of ideas, full of ambition. That’s pretty scary. But that’s something that probably a lot of leaders face, isn’t it? How do you deal with that sort of fear and apprehension?

Steve Taylor: [00:05:35] Well, I think partly it comes down to what drives you, isn’t it? I mean, for me, I always wanted to go into leadership in education. When we talk about being judged by all of those different external factors, that’s the same in any organization, I think the biggest factor that judges me more than anything else, though, is me. And I think that if you’re internally built that way, that’s a massive pressure to deal with.

Steve Taylor: [00:06:03] I think when I went into the headship role at the age of 33, I went in with a massive amount of naivety. And I think when I look back now, I think really being naïve was really good because going in and asking questions without any sort of alternative agenda, just because I didn’t know, was really useful and set me up ready for transforming an organization that had been pretty stale at the time. Just to be clear, that’s not the organization I work for now.

Rita Trehan: [00:06:36] Yes. Yeah. No. This is your first sort of school that you worked for.

Steve Taylor: [00:06:42] Yeah. It gave me a real driving force to move things forward. And a lot of that was done with naivety, which meant that I did some things that maybe others wouldn’t have done just because I’ve not come across it before. And I think, ultimately, that was a strength. But it also meant that I made a few mistakes and put people’s noses out of joint occasionally inadvertently.

Rita Trehan: [00:07:07] You talked about taking risks and learning from failures has been something that’s really important to you. Can you tell us a little bit about, number one, Robin Hood? I don’t know. I think about Robin Hood and I think about the story, Robin Hood. But it’s actually a school. For our listeners, many people won’t actually know what a Multi-Academy Trust is. You’re the CEO of that Multi-Academy Trust. So, tell us a little bit about Robin Hood. I mean, really, is it really called Robin Hood?

Steve Taylor: [00:07:35] Well, a Multi-Academy Trust – for people not in the UK – it’s a group of schools run together as a charitable organization. So, we’ve got about 2,000 pupils spread across four schools. We’re about to go to six and become two-and-a-half thousand pupils. But in terms of Robin Hood Multi-Academy Trust, our offices are based – this is going to sound terrible – by a roundabout in Birmingham. And the roundabout is called Robin Hood Roundabout. And our first school that the trust began as is what is called Robin Hood Academy.

Steve Taylor: [00:08:12] And so, we were saying we’d love to be able to say to you guys that it’s because this was the furthest realms of Sherwood Forest and all of this element. I think the reality, it might be that the school was near Robin Hood Roundabout, and it’s been named because of the geographical location to a roundabout. That inspired it.

Rita Trehan: [00:08:34] Well, it’s the little things that make a difference, right? But actually within the school, if you think about it, it’s like on the sector of like around a roundabout in an area. But you’ve done some really creative things in there that if I think about organizations today, particularly in 2022, what we’re seeing post-COVID and across the world, there is this real demand for think differently, act differently, be differently.

Rita Trehan: [00:09:04] Your voice about being different in the education sector was happening before COVID, back five or six years ago, you were talking about that it’s time for the education sector to make a difference. And, perhaps, the way we’ve been thinking about education is thinking about how well a particular school does or the pupils within that school. You were kind of pushing the boundaries quite early on. Tell us a little bit about your thinking around that.

Steve Taylor: [00:09:33] I think there’s loads of good people out there doing some really creative thinking. But I look at education and I think sometimes kid’s performance driven, isn’t it? You know, in the UK where performance tables. And I think what that does is, historically, not everyone, but a lot of schools and a lot of organizations linked with education, they want to have the upper hand to get the best outcomes for their pupils. But of course, that’s going into a league table against many of the schools and organizations. And it gets to me.

Steve Taylor: [00:10:07] It gets to me because I think that, you know, I’m accountable for 2,000 children in my organization. But the reality is that, if I care about education because it’s vocational, I don’t want to make a difference to children’s lives. It’s not just about 2,000 children. With Robin Hood MAT, our view has always been trying to create a wider ripple in education more than we are entitled to. So, punching above our weight because we’re only a small organization. But I want us to make a bigger difference.

Steve Taylor: [00:10:39] And that means that during COVID, our small team – and we’ve got some really great people on it who do some tremendous work – we built some resources. Because we’re partnered with a school in China, so I saw they’re in lockdown. I phoned up the school in China, and I asked them what it was like to be in lockdown. This was like early February before the UK had gone into lockdown. And off the back of that, we decided to build a lot of resources. And so, we were ready. As soon as we went into lockdown, all of our resources are ready.

Steve Taylor: [00:11:11] But education in the UK, generally, probably hadn’t seen it coming in the same way. So, we offered them out and they weren’t really big across the UK, hundreds of schools are using them and some schools globally. What we said about that was, we would allow people to take our logo off all of the resources we created, and it’s just about making it better. And so, I think it’s not about pushing our name out there with these resources. It’s about these are our starting point. Can anyone build on them?

Steve Taylor: [00:11:40] And I just think in education, sometimes people worry about putting their head above the parapet and they think that they might be seen as having this big ego. Whereas, I see it with this, we’ve done a lot of thinking around something. We’ll put it out there. And if people can better it and improve it, then that’s great. That’s what we want them to do. This is a start. And can they build on it? So, that’s been our view and vision.

Steve Taylor: [00:12:01] But it all comes down to, can we make a bigger difference? Because what I really want to do is, I want to look at myself in the mirror and know that I’ve done the very best that I can do in leading the organization and I want to make a difference.

Steve Taylor: [00:12:15] And I have to say, when we went into lockdown and we started having other schools using our resources, I phoned up my dad to tell him when I was driving home from work one night, and I started crying, which is going to sound wimpy. But I started crying down the phone.

Rita Trehan: [00:12:30] Oh, now, why do we think that sounds wimpy? It doesn’t sound wimpy at all. It sounds like you’re human. You’re just showing some humility and humbleness.

Steve Taylor: [00:12:38] I started crying down the phone to him, and it was because I realized at that moment I’d hit a career goal and it had just dawned on me. I always want to try and make a bigger difference to education. And at that moment, at a time when education, when we were needed, we stepped up because of the team that we’d built. And, you know, it made me so proud, but it also made me cry. And I think part of that is to due with the pressure of the role as well.

Steve Taylor: [00:13:06] Because what you said to me about we believe in taking risks and learning from failures, and I do believe in taking risks and learning from failures. But I’ve got to be honest with you, I hate it when we fail. I hate it. I’m worried about being found out all the time and someone saying, “You’re just not really good enough and on your bike.”

Rita Trehan: [00:13:25] I imagine. I know I felt that myself as a leader during the course of my career. I still feel it every day in the business that I run of you’re responsible for a lot of people. You want to do the best. The fear of failure is always, like, in the back of my mind. But turning it as a positive to say what you learn from that seems to be something that you have kind of grasped and are sharing. So, this idea that you brought to life sort of saying you were ready pre-COVID, if you like, with this, I think, you call it pair and share, which I love.

Rita Trehan: [00:14:05] I mean, it’s almost like the open systems environment, isn’t it? We’re open systems and you’re doing that for the education sector. Isn’t that something that needs a bigger voice? I mean, how do we get other people to understand this importance?

Rita Trehan: [00:14:22] We did some research last year that said connection and collaboration in leadership are absolutely critical to people being the best that they can be. And it sounds like connection and collaboration is something that you’re kind of pushing. Are open systems concept in the education sector in the UK? Come on, are you kidding me? Really?

Steve Taylor: [00:14:45] Yeah. Exactly.

Rita Trehan: [00:14:48] Talk about it because it’s like you’ve made it happen.

Steve Taylor: [00:14:51] That’s exactly what it’s about. It’s encouraging people. The thing about education is people do worry about putting their name up as being a specialist or an expert. So, I think for education to move on where it needs to go, the next few years needs to see all schools and organizations where they’ve done fantastic and amazing work, and brilliant paperwork, and systems to support their children.

Steve Taylor: [00:15:20] I’d like to say that every school publishes on their own website or in a centralized format more of their resources for others to go and take and use. Take the logos off because it’s not about that. And share that best practice. And it is exactly like that in terms of the open system format, where, what we are trying to do at this moment in time in its initial phase, is modeling it. We’ve just launched at the moment Podcast CPD 2.

Rita Trehan: [00:15:46] Yeah. Please talk about that.

Steve Taylor: [00:15:48] That’s a curated podcast because, you know, there’s loads of podcasts out there at the moment. There’s so many that is so easy to miss them, isn’t it? So, we were looking at Podcast CBD 2, and we’re thinking at a time during the pandemic, how do we target people who are interested in learning but don’t have a lot of time when schools and organizations are going to be pushing a lot of health and safety regulation and a lot of training is going to be on compliance? How do we push it?

Steve Taylor: [00:16:19] And so, I thought, “Well, why don’t we curate a list of podcasts?” Some of which we’ve created, others we’ve been on, and others listened to. And that we listen to them a little bit like a book club.

Rita Trehan: [00:16:31] So, is this within the trust that you have or do you [inaudible] anybody?

Steve Taylor: [00:16:36] We pushed out nationwide. We’ve got 400 leaders from across the UK signed up for it. And then, after a couple of podcasts, we do a Zoom where we bring in one of the guests we’ve interviewed and then we put people into breakout rooms and we create networks. So, our thinking around that was, one, people would get to do the learning in their own time, when they’re driving to work, washing up, walking the dog. So, it’s bite size chunks when it’s convenient to them.

Steve Taylor: [00:17:04] But, also, we think connecting and articulating your learning is so important that you make it concrete and you take on board other’s views. And in my view, what we really want to do is start to allow people to make connections and network with other people that they wouldn’t usually meet. And so, if off the back of Podcast CPD 2, some people listen to our podcasts and think they’re great, some think they can be better in other areas, I don’t care as long as they’ve got an opinion.

Steve Taylor: [00:17:33] But what I really want them to have is, when the program is finished – and it’s 11 weeks – I want them to have three or four people nationwide they can call on that they would never have met before. Now, if we do that, that’s an ultimate success because what we’re then doing is we’re pushing forwards networks that are going to last a lot longer than this concept. Which means people are going to be more informed and they’re going to be better at their jobs and make a wider difference to education. So, that’s really the vehicle that we’re pushing it out in.

Steve Taylor: [00:18:00] I mean, we’re learning a lot along the way. I’m doing an MBA at the moment, which is where I met you through it. And as part of that, this is a research project as well so we can make sure it’s as well informed and we can really kick it on to the next level after this.

Rita Trehan: [00:18:15] I mean, it’s pretty cool if you were like somebody young right now thinking, like, “I thought about going into the education sector. But I don’t know, it gets bad press. Is it a career for me or whatever?” I mean, it sounds like you’re making it almost like a startup kind of organization environment. It sounds pretty attractive to somebody that might be thinking about the education sector. I mean, how do you position something that is so vital for the development of people of the future and getting them to think about education as a career that has so many avenues to it and so much entrepreneurship to it?

Steve Taylor: [00:18:57] Well, I think that sometimes when we say to people, go into teaching. The teaching status across the world, in some countries, it’s valued. In others, it’s a lower status. It’s valued in the UK. But I think when you’re saying to people these days, “Go and become a teacher,” I think we need to get it and make it clear to people that it doesn’t have to be for life. You know, you can be a little bit more fluid with your career than that.

Steve Taylor: [00:19:25] You know, I’m 43. I’m running Robin Hood MAT. Am I going to be a CEO of an educational group of schools until I’m 65? Absolutely not. Because I want to know that I can go on and be tested in other areas and have I got transferable skills. And so, I think we make going into teaching and education more appealing to people by almost releasing the pressure a little bit.

Steve Taylor: [00:19:51] Don’t think about it as an entire career. Think about it as some amazing skills you’re going to develop. But it doesn’t mean that you can’t go on and transfer that into something really amazing in the corporate sector. I just think that education and going into teaching, in the past, it’s been a little bit blinkered because people go in at the age of 21 and they leave at 60. And, often, they’re tired and worn down because it’s quite an attritional career.

Steve Taylor: [00:20:16] But it doesn’t have to be that way. You can make a difference to children’s lives. You can kick on and really help organizations move forward. But then, you can go and try something different. That’s what I’m interested in doing because, from my own wellbeing, I’ve got to have another avenue in the future that I can go down to see am I a one trick pony or can I go and do something in a completely different field?

Rita Trehan: [00:20:43] It sounds like to me that you are, like, articulating something that a lot of people are talking about right now. Like, we’re hearing about mass resignations, the big resignation crisis that people are rethinking their lives and what they want from them lives sort of maybe spurred by the COVID crisis and what that has created and people’s thinking about it.

Rita Trehan: [00:21:04] But this concept of career experiences as opposed to a career, I mean, how can we get sort of like the private sector and the public sector to be thinking about that more broadly? I mean, you’ve managed to get sort of people thinking about collaboration and connection more broadly across the education sector to say it’s not about calling. What’s your views on how we might be able to make career experiences through the lenses of private and public sector as something that’s real, it’s really doable, and actually maybe what people are looking for right now?

Steve Taylor: [00:21:41] Well, I think we missed a massive gap in terms of, you know, corporate social responsibility in the corporate sector. I think there are loads that do a tremendous job. There are some organizations that probably missed a trick a little bit.

Steve Taylor: [00:21:56] I’m lucky enough one of my close friends is higher in Pepsi, and I go running with him three times a week. And we talk leadership, and we talk about insight into how his organization is run, and we talk insight into how my organization is run. And I think that the collaboration between education and the corporate world I don’t think it’s built a lot. I think in the UK it’s really flimsy. I think there are so many opportunities missed.

Steve Taylor: [00:22:31] And, often, when we look at corporate social responsibility into schools, you know, I’m thinking banks and different elements, maybe improve the the campus or the building, it might be to do something with the children. But I think that in terms of staffing, you know, giving people an opportunity to see what education looks like from the corporate sector on their careers, and also giving teachers the opportunity to look outside of the education sector, I think, is an absolute untapped reserve that we’ve got to start to explore in much greater depth.

Steve Taylor: [00:23:04] And I think if we can do that, we would see partnership in terms of corporate and education working together. But, also, those career steps, I think, would be a little bit easier and they’d be a little bit less regimented. And it would open up people’s minds to the fluidity of where careers can go.

Rita Trehan: [00:23:23] Could you imagine? I mean, I was just thinking about your concept of taking all the things that you’ve learned, all the resources that you’ve put together, like, putting them out there for everybody to sort of share nationwide around education, which is what Robin Hood Multi-Academy Trust has done. We’ll call it MAT, the MATs – short term – so that people know what a Multi-Academy Trust is.

Rita Trehan: [00:23:45] I mean, if you were to imagine a corporation, say a Pepsi as an example, took their logo off and actually shared their resources with other corporations. Imagine what that network might look like. And yet it’s not that inconceivable to apply this concept about making a bigger difference, which is what you started to do at Robin Hood. Applying that concept maybe it isn’t as difficult as people might think it could be, right? There could be some things they could learn from doing that.

Steve Taylor: [00:24:21] Yeah. I agree. I do wonder sometimes – well, I think I know I’m idealistic in my thinking in terms – because whenever people are creating, when we’re doing this co-creation of concepts and when we’re building materials, deep down isn’t it that a lot of people actually want credit for what they’ve built? For people to know that they were the first creators of something that was fairly original?

Steve Taylor: [00:24:49] How we get past that? Actually, even in the education sector when people build stuff, they’ve put a lot of time and effort with their teams. So, taking logos off is a bit of – and I’ve got to be honest with you –

Rita Trehan: [00:25:02] Scary, right?

Steve Taylor: [00:25:03] Yeah. When we first started doing it and I put it on Twitter, we had some people on Twitter who had got followers of like 40,000 and 50,000 people. They took our stuff. They put it onto their own stuff. And they pushed out themselves as if they’d made it themselves. And I was encouraging that. I was encouraging that for schools. Well, how do you fight it is that some people were going to push it out and almost take credit for making it? And I had to overcome how that made me feel because, actually, we’d put thousands of hours into that work.

Rita Trehan: [00:25:41] How did you overcome that feeling? Because that’s a very true and valid feeling that a lot of people have? Like, as an entrepreneur having entrepreneurial insight or innovation, the buzz comes from having created. But then, to see somebody just perhaps kind of like not recognize that, how do you deal with that conflicting emotion of wanting to share in it, to be open, and yet this feeling of like, “Yeah, but it was my baby.”

Steve Taylor: [00:26:12] Well, I think that I’m going to give a really honest answer because there’s two part. The first part is to really look at the reason why we’re doing it. And the reason why we’re doing it was because we wanted to make a wider difference. So, it doesn’t matter whose logos on it. If it’s out there and more people are seeing it, the ultimate aim is helping people out at a time when they are nothing. And so, the more people that have that, the better. So, the first step was I got to get over myself a little bit, and that is the important thing.

Steve Taylor: [00:26:42] But the second part is – and this is the really honest answer – I saw a couple of individuals on Twitter who were marketing it as they develop themselves and were using it as a vehicle to increase their followers, as I did. So, I’m not talking about schools using it, but someone who is trying to get a trajectory of pushing themselves further up.

Steve Taylor: [00:27:04] I just got in touch with them. I messaged them and said, “I see you’re using our stuff, and that’s fine. But just be aware the driver for this is to get it out to as many schools and children as possible at a time of need, not just to rebrand and sell as something that another individual has created.”

Rita Trehan: [00:27:25] So, I think that’s a really powerful lesson. And, listeners, as you listen to that, go back and just replay that if you get a moment. Because there’s some really powerful learning in that, which is, when there is something that’s uncomfortable but actually needs to be brought to the surface, do it in a constructive way but be transparent about it. And what you just shared and thought like, “To be really honest, here’s what I did,” was transparent leadership in its truest form. So, I encourage you if you are a leader today listening, go back and just listen to that and then think back to how transparent are you being as a leader right now? And maybe there’s a little nugget there that you could learn from.

Rita Trehan: [00:28:09] So, let’s talk about you as a leader. So, most leaders during COVID have experienced some kind of change or reflection or, I don’t know, some kind of epiphany. Maybe not in the case, I don’t know. But what’s your experience? How do you feel? Do you feel different? Do you feel the same?

Steve Taylor: [00:28:32] I tell you, it’s been a roller coaster. An absolute roller coaster. And I’ve been through a whole range of emotions. At the start, I felt education, when we were doing lockdowns, I felt that if you’re in public service, you have to step to the fore and you have to make a difference. And I felt it’s not on the same level, obviously, when countries go into war in World War II and things. But when education was asked to remain open and keep going during those lockdowns, I felt a sense of pride because we were needed and we stepped up.

Steve Taylor: [00:29:07] And so, for that, that was a massive career. And I felt that education needed to forge the way ahead and make the biggest difference possible. So, there were highs there. I think as we progressed into more lockdowns and we had staff absences, budgets – I mean, we’ve got about an £8 million budget – supply, teachers, and all this sort of stuff, covering classes because we had staff illness, it then started to become attritional. And when we started to realize, I’m just saying, we’re going to return to normal doesn’t mean it’s going to be the case, nor should it.

Steve Taylor: [00:29:45] But there have been times when I’ve been massively, massively tired. And I don’t think that’s different for anyone in any role or sector because I think we’ve dealt with some elite problems. We’ve been very reactive in our thinking. What we’re trying to encourage our leaders at the moment is, if you’re reactive in your thinking for long enough, you’ve got to be careful your default mode doesn’t become a reactive thinker. We want all of our leaders in our organization to be strategists. We want them to look to the future with hope, and to be empowered to make a difference, and not to feel as though we’re always reacting to the Omicron variant or the Delta variant or these sides of things.

Steve Taylor: [00:30:27] So, I think it’s been a roller coaster. I think there are times when – if I’m honest with you – I’d quite like to go and buy a little cottage in the middle of a field with no internet, no Wi-Fi, and just a wood burner and a little library. And I’d like to go and cut myself off from civilization.

Rita Trehan: [00:30:45] You can’t do that because Robin Hood Multi-Academy Trust needs you. And all the kids and the wider community, we need leaders like you to be pushing.

Steve Taylor: [00:30:59] I think it’s normal to feel it.

Rita Trehan: [00:30:59] Yeah. Of course, it is. Absolutely.

Steve Taylor: [00:31:01] I think with leadership, personally, when the going gets tough, I have to have exit strategies for myself. It’s just how I deal with pressure. And the reality is that, very rarely do I ever take an exit strategy. But knowing that I’ve got one, knowing that I’ve got out.

Steve Taylor: [00:31:25] I think the other thing to say is that, if you go into something, you absolutely love it, and you believe in what you do, and you believe that it’s making a difference, and it’s vocational, you have to be really careful. Because you’ve been so guilty of this, your personality – you the individual and you the leader – becomes so entwined. That’s great when things are going well. What concerns me is when things don’t go well, can you separate out the two?

Steve Taylor: [00:31:50] Because, of course, if my organization fails and I am found out, it doesn’t mean I’m a terrible person, does it? It just mark me that I’ve got it wrong. And trying to separate those out, I think, that’s something that I’m constantly battling with all of the time. Because if you care, trying to say that something is just a job, it’s not always the easiest thing to do, is it?

Rita Trehan: [00:32:14] So, I think there’s so many lessons that leaders can learn from that. There’s sort of the fragility of leadership. It’s fragile. It’s lonely being a leader sometimes. It can be a lonely job. It’s incredibly rewarding when it reaches its pinnacle of that feeling of that connection with what you do and how it delivers.

Rita Trehan: [00:32:38] I mean, you have a staff around you, how do you encourage the young leaders within your organization to really grow and develop? You’ve talked about some of this. I mean, pair and share blew me away. Like, 150 people across different organizations getting involved and paring and sharing and learning. Internally, what are you doing? Because, you know, there’s a lot going on, not just in the UK, but around the world. There’s a lot of focus on education.

Rita Trehan: [00:33:07] You know, kids are suffering too. Let’s not ignore them in this ecosystem. It’s hard for them to be in and out. Our formative relationships are formed at an early age. How are you helping your organization and the leaders both guide themselves, but the individuals who they’re serving?

Steve Taylor: [00:33:29] Well, I think that, firstly, we believe in distributed leadership. So, my central team that I work with, a good number of them are way better than me in terms of what they do. I’m fortunate I’ve got a great team. We really try and we’re pushing out at the moment heat experiences for our leaders. We’re trying to systematize that we push them into some experiences that push them well outside of their comfort zones, and we call them heat experiences.

Steve Taylor: [00:34:05] And we’re trying to build those into their performance management systems because we want to see how they operate when they’ve got their back to the wall, that’s when you do your greatest learning. So, we’re trying to make that our focus moving forwards.

Steve Taylor: [00:34:18] The other thing that’s happened, it wasn’t by design, it was by luck. When we went into lockdown, I decided that we were going to set up a collaborative group within only Robin Hood MAT. I was going to call the group Call To Innovate. And so, I emailed out every member of staff in the trust and said, “We want to create some wider resources and we want to make a bigger difference to education. Do you want to come and join us on some of the Zooms with this to be part of this team who are going to be doing this level of thinking? You won’t get paid any extra money for it. It’s going to be in your own time and it’s going to be after a hard day’s work during remote education. But if you’re interested, we’d love to have you with us.”

Steve Taylor: [00:35:02] So, we sent that out to our staff across the organization. And, you know, 50 people signed up for it and joined our Call To Innovate teams. And what we did then was, we built some really tight skillsets and put them into collaborative working teams of about five and had flat stretches in them. But they would take it in turns lead in that structure.

Steve Taylor: [00:35:24] And what we saw was, actually, there were some people who we had totally not understood just how effective they were and we hadn’t understood just what skill sets they got. And so, we saw loads of great leadership come out of that purely because we’d given people the opportunity to make a difference to the greater good. And they stepped forward and they were unbelievable in it.

Steve Taylor: [00:35:47] So, that really taught me that, actually, whilst we talent manage and look in our organization for up and coming leaders, sometimes just giving people some great opportunities, there are people who stepped forward to maybe aren’t envisaged, but they really made a difference. And that really showed me that, actually, sometimes you’ve just got to have the faith to give people some of the opportunities and see how they run with it. And this concept did that. So, that pushed out this belief with us that distributed leadership and giving people opportunities is just so important, which sounds obvious. But sometimes it’s funny the vehicle to do that, isn’t it?

Rita Trehan: [00:36:25] It’s a massive sort of reflection on the fact that, actually, just asking people, there are people often dying to be able to showcase or contribute what they’ve got. But finding the right avenue for it when things are very structured are often not possible. And yet what you created was an environment that said like, “Hey, come tell us what you can do.” And people have stepped up to that.

Steve Taylor: [00:36:51] So, again, I think there’s a lot of similarities and sort of innovations that both public and private sector can learn and listen to the calling, which is loud and clear in the world today of people saying they want to make more difference. They want their skills to be utilized. They want people to know what they’re capable of doing.

Steve Taylor: [00:37:13] And maybe this Call To Innovation concept or this kind of ecosystem lab that you’ve created is really at the forefront of things. I mean, the more and more you talk about the work that you and the team have done at Robin Hood MAT is really on the edges of innovation.

Steve Taylor: [00:37:35] I don’t know many schools, for example, that offer Mandarin from nursery school age. I mean, I don’t know, when I was at nursery school, there wasn’t that on offer. I mean, that’s pretty innovative. Where did that spark from? There’s just like oodles of innovation that seem to be pouring out of the Academy Trust.

Steve Taylor: [00:37:59] The guy I took over from Richard Hunter, he was really innovative. And I can’t take any credit for introducing the Mandarin. He introduced the Mandarin. And it’s brilliant when you see it because we’ve got kids in nursery that are learning nursery rhymes in Mandarin. And by the time they leave in year six, 11 years old, they’re halfway towards a GCSE standard by the time they go off to secondary school.

Steve Taylor: [00:38:28] So, you know, I think that what I got from Richard and the thing is I inherited an organization that thinks that way because of the work that Richard Hunter and his predecessors had done. And as a result of that, really part of it is the enjoyment of thinking differently, doing things differently, isn’t it? And, you know, going into boundaries that others maybe haven’t done before.

Steve Taylor: [00:38:54] I think, if you can get an organization doing that in education – there are some that do it really well – often, we’re a little bit institutionalized. We operate within certain parameters and think that we’re tied to how we have to operate. I think it can be a lot more fluid than that, and we enjoy the chase of trying to do something totally different.

Steve Taylor: [00:39:16] So, yeah, we also have kids. One of the kids said to us, “I want to send a rocket into space.”

Rita Trehan: [00:39:24] Why not?

Steve Taylor: [00:39:24] So, rather than the teacher, say, “You can’t do that.” We designed the rocket on a 3D program CAD drawing. We’ve got a 3D printer, we printed out. We hired a weather balloon. We put a GoPro on it. And we sent the rocket up on to the edge of space and filmed the curvature of the Earth. And that’s because a teacher listened to a child when they said, “I want to send a rocket in space.” And the first thing they didn’t say was, “Well, we can’t do that.” But they said, “How can we do that?” And I think that that’s so important to have that organization where people are taking kids [inaudible].

Rita Trehan: [00:40:03] It’s not the know, it’s the how. Jeff Bezos, if you are kind enough to listen to the Daring To podcast, or, Elon Musk, if you’re listening, there was a young lad in school in Birmingham in the UK, where the school encouraged a young child to create a rocket and send it to space. So, if you’re looking for any ideas, look no further, Mr. Bezos and Mr. Musk. I hope you’re listening. And who knows what else they might learn from you?

Rita Trehan: [00:40:38] Steve, I would love to continue talking to you but we are close to time. I do want to end – before asking you to share your details with people – two things, you said one of your favorite quotes was, “Limit is like fears are often just illusions.” I found that a really inspiring quote. Tell me how that applies to you. It’s not yours, you said you think it comes from a film, it may come from Will Smith, I don’t know. But “Limit is like fears are often just an illusion.” Give an example.

Steve Taylor: [00:41:13] Well, I’m not sure. So, I think as we grow with Robin Hood MAT, we look to the future and we look at can we become bigger. Not because we want to become bigger by numbers, but because we want to make a bigger difference. But with each growth phase comes risk, doesn’t it? And I think we’re trying to encourage ourselves that as we look to the future, we don’t become hamstrung by the fact that we might just fail. Because, in my view, if you’re going to go on and become truly exceptional, you’ve got to be prepared to put it all on the line, haven’t you? Not recklessly, but you’ve got to be prepared to take the biggest risks to get to where you need to get to. And from that just might come great learning.

Steve Taylor: [00:41:58] And, personally, I love listening to Steve Jobs’ inauguration speech at Stanford, because when he talks about looking back and connecting the dots, and that sometimes at your lowest ebb, you might do your greatest learning. I think that is just so important because that’s how I ease pressure on myself. Which is, it might all go wrong but maybe the making of me is in it going wrong. Just as long as I can flip it, I’ve got some positive to come out of it. If we’re daring to go into an area that we’ve not done before.

Rita Trehan: [00:42:29] That cycle. And as I ask all my guests, I ask them to finish with a daring to moment, so something that they are daring to do, daring to have done, or daring to hope will happen. What’s your daring to moment?

Steve Taylor: [00:42:43] Well, I think professionally, not in the near future, but in the medium term to long term, I’m daring to save my skills that are transferable to go into a different sector to see what learning I can do. And knowing that if that doesn’t work, I’d come back to the education sector more informed, more enlightened, and a better leader of education. But just daring to take the blinkers off and look further afield in the future.

Rita Trehan: [00:43:12] That’s brilliant. And, Steve, if people want to know more about the work that Robin Hood Multi-Academy Trust is doing and they want to know more about you, what’s the best way for them to do that? Like, LinkedIn, Twitter, social media? Share some details.

Steve Taylor: [00:43:28] I think Twitter, if you want to get in touch with me personally, it’s @tambotaylor, that’s T-A-M-B-O-T-A-Y-L-O-R. That’s my granddad’s nickname, Tambo. A bit sad but there you go. That’s my Twitter handle. And then, if it’s Robin Hood, it’s @robinhoodtrust. And if you want to know more about Robin Hood, you can go on www.robinhoodmat.co.uk and [inaudible].

Rita Trehan: [00:43:49] That’s brilliant. Thank you so much. We’ve started 2022 with a great podcast. Some massive learnings for people, I think, leaders everywhere. And your insights are inspirational, I think, to both the public and private sector. So, thanks very much. Thank you very much for being on the show.

Steve Taylor: [00:44:09] Thank you for having me.

Rita Trehan: [00:44:11] Thanks for listening. Enjoyed the conversation? Make sure you subscribe so you don’t miss out on future episodes of Daring To. Also, check out our website, dareworlwide.com, for some great resources around business in general, leadership, and how to bring about change. See you next time.

Tagged With: Robin Hood Multi Academy Trust, Steve Taylor

Melissa Steimer With Gabriel’s Angels Laura Wiggins with Menta Group and Brady Wald with Liberty Arts Academy

January 11, 2022 by Karen

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Phoenix Business Radio
Melissa Steimer With Gabriel's Angels Laura Wiggins with Menta Group and Brady Wald with Liberty Arts Academy
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Melissa Steimer With Gabriel’s Angels Laura Wiggins with Menta Group and Brady Wald with Liberty Arts Academy

Founded in 2000, Gabriel’s Angels’ mission is to inspire confidence, compassion and best behaviors in at-risk children through pet therapy. Gabriels-Angels-logo

Pet Therapy Teams visit crisis nurseries, domestic violence and homeless shelters, group homes, and at-risk children in after school programs and self-contained classrooms in an effort to intervene in children’s lives and enhance their emotional and behavioral development by teaching core behaviors—attachment, confidence, self-regulation, affiliation, empathy, tolerance, and respect.

Gabriel’s Angels has hundreds of registered Pet Therapy Teams serving thousands of at-risk children annually through 125 partner agencies in Maricopa, Pinal, Pima, Cochise, Santa Cruz and Yavapai Counties in Arizona.

Melissa-Steimer-Phoenix-Business-RadioXMelissa Steimer started as Gabriel’s Angels Chief Executive Officer in June of 2021. She brings extensive experience in nonprofit executive leadership, fundraising and strategic planning to support organization growth.

Most recently she was in an executive role with the Arizona Animal Welfare League. Melissa started her nonprofit career almost 24 years ago when she served in a development role for an Iowa nonprofit that served at-risk youth with specialized treatment for emotional, behavioral, and psychiatric needs. She went on to serve in numerous executive leadership roles for both local and national animal welfare organizations and prior to AAWL, was in an executive leadership role with one of Gabriel’s Angels longstanding partners, UMOM New Day Centers.

Steimer holds a bachelor’s degree from Creighton University and Master of Public Administration from the University of Nebraska at Omaha. She is a Valley Leadership Alumni – Class 40 and is a member, and recently sat on the Board, of the Association of Fundraising Professionals – Greater Arizona Chapter. The human-animal bond has been a personal and professional passion that drives Steimer to collaborate with more partners, across the state, who will benefit with pet therapy to inspire confidence, compassion, and best behaviors in children.

Gabriel’s Angels mission is more important than ever as so many kids have been challenged in this past year with the COVID-19 pandemic. Melissa personally is a mom to two teenagers, Charlie and Grace and has five dogs.

Follow Gabriel’s Angels on LinkedIn, Facebook, Twitter and Instagram.

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Bob Neubeck, Karen Evans, and Father Larry Cozzi founded The Menta Group in 1973 because there was a critical need to help children who were not achieving their potential in a traditional classroom setting. They were alarmed at the devastating effects that behavior-related suspensions and expulsions were having on school-aged children. Beginning with one teacher and one student, the organization was born with the belief that all children will succeed if given the chance.

The Menta Group evolved into a dynamic, responsive, multi-state education non-profit, operating numerous private and public/private partnership schools. The organization still firmly adheres to its policy to never give up on a child and that no student will be rejected, suspended, or expelled. The Menta Group also expanded to offer additional non-profit educational services under the umbrella of Special Education Services (SES) as well as transportation services under the umbrella of Special Education Systems.

Laura-Wiggins-Phoenix-Business-RadioXLaura Wiggins is the Regional Clinical Director for the Menta Group, an organization that provides public/private day school placement for students with special needs throughout Arizona and Illinois. Laura has been in education for 24 years and has served as a classroom teacher, social worker, and administrator.

She holds a master’s in Social Work and Educational Leadership. Laura has a strong passion for creating trauma informed schools, changing policy, and advocating for children who have experienced trauma and toxic stress. In addition to co-facilitating the Trauma Sensitive School Work Group she has spoken about trauma, self-regulation, mindfulness, and PBIS at multiple conferences and school districts throughout Arizona.

Laura also served on the Trauma Sensitive Schools Steering committee that authored the report: Creating Trauma Sensitive Arizona Schools.

Follow The Menta Group on LinkedIn, Facebook and Twitter.

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Liberty Arts Academy creates a quality learning environment in which students are engaged in meaningful, academically challenging curriculum. The environment is one which instills accountability and fosters respect and social responsibility. Liberty Arts Academy is committed to providing life-long learning, shared goals with parents and students, positive community relationships and an appreciation for the arts.

Liberty Arts Academy has embraced the Finland Educational Model that truly emphasizes the importance of education, play, and family. The school is dedicated to providing students and families an educational model that is leading the way towards a “love for learning” at Liberty Arts Academy!

Brady-Wald-Phoenix-Business-RadioXBrady Wald brings 21 years of education experience serving in several education roles in Arizona. He comes from a family of educators and found his passion for education and kids as he began to coach Little League Baseball, Junior Golf Camps, and Basketball Camps while in high school and college.

In 2001, Brady graduated from Moorhead State University Moorhead with a degree in Social Studies and Secondary Education. Needing a change from the North Dakota weather, Brady traveled cross country to Arizona where he found a new home in Tempe, Arizona. He began teaching physical education for the Tempe Elementary School District and held several positions for 15 years with the district such as Baseball Coach, TOSA (Teacher on Special Assignment), Assistant Principal, Athletic Director, and Principal.

In 2008, Wald was recognized by the Rodel Foundation of Arizona as an Aspiring Principal. He was a contributing author for “Successful Data Teams,” and penned the “White Paper Series” and another article for the Lead and Learn Magazine. Brady has led several professional development opportunities, webinars, and virtual trainings for teachers, administrators, and support staff in the areas of culture and climate, engagement, data analysis, and PBIS.

Brady Wald is entering his fifth year at Liberty Arts Academy. Under his leadership, Liberty Arts Academy has increased their enrollment from 180 to 360 students within four years. Brady and his team have integrated a unique Finland-inspired educational model that promotes an emphasis in education, play, and family. Through this model, students are developing a love for learning through collaboration, active engagement, and relationship building.

In 2020 and 2021, Brady was recognized by the East Valley Tribune and named the Best of the Best Principal in the East Valley (Chandler, Gilbert, and Mesa).

Follow Liberty Arts Academy on LinkedIn and Facebook.

Tagged With: alternative schools for kids, animal therapy in Arizona, at-risk youth, at-risk youth Arizona, Finland Educational Model, pet therapy, pet therapy in Arizona, Phoenix nonprofit, SEL programs in Arizona, social and emotional needs for children, Social Emotional Learning, special education in Arizona

Plain and Simple. It’s Hard to Be in Business or a Business Owner

January 10, 2022 by John Ray

Inspiring Women PodCast with Betty Collins
Inspiring Women PodCast with Betty Collins
Plain and Simple. It's Hard to Be in Business or a Business Owner
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Plain and Simple. It’s Hard to Be in Business or a Business Owner (Inspiring Women, Episode 40)

On this episode of Inspiring Women, Betty Collins discusses issues which are making business ownership particularly challenging today, and some of her recommendations for avoiding fear and paralysis. Inspiring Women is presented by Brady Ware & Company.

Betty’s Show Notes

We’re in a new year again, and we just need it to be easier, right?

Many business owners have felt that they can’t move forward because they’re paralyzed. When you’re paralyzed, it means you can’t move. But if you’re a business owner or in business, you aren’t meant to be still, you aren’t meant to be not able to move. So you live in that fear.

But we can’t do that. We have to get to what’s driving the fear.

I’ve put it into a few categories in this episode. I’m sure that there are other things that you could add to it, but you really need to address these things.

This is THE podcast that advances women toward economic, social and political achievement. Hosted by Betty Collins, CPA, and Director at Brady Ware and Company. Betty also serves as the Committee Chair for Empowering Women, and Director of the Brady Ware Women Initiative. Each episode is presented by Brady Ware and Company, committed to empowering women to go their distance in the workplace and at home.

For more information, go to the Resources page at Brady Ware and Company.

Remember to follow this podcast on Apple Podcasts and Google Podcasts.  And forward our podcast along to other Inspiring Women in your life.

TRANSCRIPT

Betty Collins: [00:00:01] Has anyone ever inspired you to change your life that made you more fulfilled? Well, as a leader in your business and in your community, what are those questions that you ask yourself on a daily basis? It’s these questions that we explore on inspiring women. I am your host, Betty Collins, and I’m a certified public accountant, a business owner and a community leader who partners with others who want to achieve remarkable results for themselves and their organizations. I am here to help inspire you to a positive step forward for a better life. You know, plain and simple, it’s just hard to be in business or be a business owner in today’s environment. I mean, you know, 20, 20, let’s look back. That was a whole new world we had to totally deal with. And then twenty one was all about, we’re going to recover and we’re going to have normal. And now we’re in a new year again, and we just need it to be easier, right? Not easy, easier. And part of the reason I think that people get wrapped up in. How can this be easier, but they can’t move forward because they’re paralyzed? I mean, when you’re paralyzed, it means you can’t move. But if you’re a business owner or in business, you you are meant to be still you aren’t meant to be not able to move. So we live in that fear in general, but certainly has been as business owners in the marketplace.

Betty Collins: [00:01:33] We can’t do that. So we have to get to what’s driving the fear. I mean, what’s driving the fear? And I’ve kind of put it into a few categories, but I’m sure that there’s other things that you could add to it, but you really need to address those things. So as as you’re listening, I would be writing down what is driving the fear that’s paralyzing me. Well, I think overall leadership at our local, state and federal level, you know, in the country, I think in our companies, the politics of it all, there’s a lot of fear with that. The workforce is definitely something that is going to take some time after what we’ve been through to get back to the levels that we would like, so that’s a huge issue for people. And if you don’t have workforce, you can’t have the supply chain back. So that’s another thing that we’re a lot of fear about now. If you’re like me, I’m a professional services person. I don’t have a big problem with the supply chain. It doesn’t affect me much. But for a lot of people, it’s very real. I mean, we haven’t seen inflation like this in a long time. It makes people a little nervous, makes them a little afraid. And then I think, you know, for many people, the effects of that 20 20 year in that year, a lot of money in cash were thrown at business owners.

Betty Collins: [00:02:56] And that’s not the norm. We don’t get cash thrown at us because we had to kind of change our mindset in twenty one and now that we’re we’re heading into new years and a new time period. It’s now about us earning money again. It’s about our bottom lines. And because we don’t have a bunch of cash being thrown at us or that we can apply for or get for free. We’re back to that. Hey, we got to get a fair how to sell services and we got to figure out how to provide products so that we can actually earn money again. And I think one of the fears is people, you know, they’re tired. You hear that a lot. Well, OK, so how do we respond to fear? First, we got to do what I just did. You’ve got to identify them. I’m identifying the things that I see all the time with business owners. They just these are the things they talk about over and over, sometimes with fear that we retreat. We kind of suppress. We ignore it. We live in denial. I’m guilty of all those things. We get very sidetracked. Today is nothing. But all of a sudden you’re sidetracked over here and you’re consumed in this and a tweet came across and another notification and you can’t. And then subject matters at all gets you sidetracked. We focus on the negative when we when we’re in fear and remember again, when I said, we’re in fear, we’re paralyzed, we can’t move.

Betty Collins: [00:04:10] The other thing that we think about when we’re in these frame of minds is, Oh, no one else is experiencing what I’m experiencing, not true. And we’ll talk about that. And then we’re kind of holding our assets close. I mean, you’re holding them to you close. And what do you do when you hold something close? It’s not going to grow, it’s not going to go out there. It’s not going to make into something because you’re hovering, you’re holding it. So those are things that we do when we when we have fear. I always ask this question. So now what? Ok, you’ve talked about the fears you know of. I’ve written down some fears. We’ve talked about how we respond to them. So now what? What do I do? Well, if you’re this is a business session, this is about being a business owner. The marketplace is your answer. The marketplace working is your answer and you have a role to play in that as a business owner and a leader. That’s the key. So go back and start with your why and get it figured out. I mean, for me, I keep that focus. I keep that in my forefront. I had someone help me go through Simon Smith’s University of Why. And it came up with when, when the U.S. works, the world works, and I took it a step further and instead when employers, which means they have employees, are taken care of.

Betty Collins: [00:05:26] Those are people that are getting provisions and those are households that form our communities. So in times where I have to look and go, OK, I got to focus on what’s important. I pull out that why I have it in front of me, I go back to that. The other thing when I say now what? Well, control what you can and influence what you’re not controlling to get it to where you need it to be. And of course, you have to look at, you know what? Change is not an option. We all changed in twenty twenty. I hate the word pivot, but we used it a lot. But we had no choice and we really didn’t have those choices in twenty one. And as we go into new times, we’re still not having that choice. And then you have to deal with what keeps you up at night. That’s the hardest thing. If you want more sleep and not wake up at two o’clock, everyone has that conversation. You already know what it is, right? You wake up and you start thinking about it. I used to wake up and instead of just like being grateful that I’m up and going and had a good night’s sleep, I thought, Well, I’ve got to do this. I got to do that and I got to do this.

Betty Collins: [00:06:24] And what about this and what? What keeps you up at night? And I kind of, you know, the overall. So I’m going to go back to these, the overall leadership and politics, the environment that workforce, the supply chains, financial concerns, people are like, well, the stock market’s rocking, Oh, it went down five hundred. No stop. Stop that. We’re going to talk about what you do with that. And then, you know, we still are kind of talking about twenty twenty and twenty one, right? We’re still. But are we looking back or are we looking forward? What keeps you up at night? And I think exhaustion sometimes can keep you up at night because you just can’t wind down and you’re just beyond. Let’s talk about these things that keep you up at night. Things about business owners that are crazy the workforce. Eighty three percent of businesses are struggling with real workforce access. They just don’t have people coming back to work. They don’t have new, new folks. It’s just that way. Eighty three percent, this is not a problem for just hey, retail or restaurants. It’s bigger than than that. It was really tight prior to COVID. I don’t think most people knew that. So when we went through this time period of tremendous change, I think it’s going to take a time period to have it change. Back when I was coming across information about the workforce, this was one of the statistics I was very, very surprised in.

Betty Collins: [00:07:45] 50 percent of teenagers work today. That’s mind boggling to me. We all worked when I was growing up. My kids all work, so it’s not just my generation and now we’ve taken that workforce out of our system. So I don’t know if it’s parents. Put your kids back to work because we’re all focused on act scores and college prep and et cetera, sports and being in two or three sports. But that has contributed to our workforce. So we’ve got to figure out how to get some of that back. You know, people think the shortages, they come up with these things, it’s like, do you have any research or data on it? And there’s some myths about it. You know, people stay home, they get paid more. That was only for three percent of the country during 2020 and 21. Well, if you pay more, they’ll come to work. No. They’re making outrageous offers right now to folks. In fact, if you ask people who are unemployed or employed, what is the number one thing they really want to they want to have in their job? It’s flexibility because they’ve been used to it over this last couple of years. Another myth is that we just are showing a lack of interest or people, and they just that’s not true. There’s a shortage of people. There was pre COVID.

Betty Collins: [00:08:55] So what are the solutions? You know, what do we do to get that workforce back? Well, part of it is I think you’re going to see it happening. First of all, the state and federal unemployment has ended. And so and that’s probably not going to go back to those those levels again, where they’re giving additional money for people to so that they could make it through this time. Another thing is in this may sound harsh, but you can you can now evict people. There’s not a lot of those things going on where for a while you couldn’t evict people if they weren’t paying rent. Another factor is student loan deferment is now over. So that’s another factor, right? But on the other side of that’s the income side. The other is that households, a family of four, it’s about one hundred and seventy five to two hundred dollars more a month to live in cost between food and gas and basic needs. So at some point, you’re going to start seeing people come back to work. For that reason, though, the incomes are gone and the expenses are higher. So I think you’re going to start seeing that, but I still think it’s going to take some time. So you’re going to be up at night. When it comes to your workforce, you’re going to be thinking about that. It’s just harder to do business. So any option and any idea and anything thing take that you can have with your team is crucial during this moment.

Betty Collins: [00:10:13] So you can hire and get on track solutions, pay more sure increase hours. Make sure certainly that you are competitive giving people more hours, especially if they were a 30 hour week. Can you can you do thirty two to thirty five? That would help anything to make productivity better. So you’ve got to evaluate your products and your services and how you’re delivering them and how you’re doing it. Because when you do that kind of stuff. Bingo, you don’t need as many people. So those are that’s another solution. And then you’ve got to focus on five very basic things when it comes to your workforce training, training, training and training. Now that’s not all my five, but training must exist for your employees. They want that. And when they have that and training isn’t just here’s how you do your job. Here’s why we do this. Here’s why we do our salad this way because we want it to be a certain product for the client. That’s why we do this. It’s why we order this kind of food to make it, et cetera, et cetera. So training is not just about here’s how you do it. Here’s why we do it. The other thing you have to focus on is adaptability. Flexibility is the number one thing people are looking for in their jobs right now.

Betty Collins: [00:11:25] Are you hybrid? Can I be home? Can I come in sometimes? Am I going to be hoteling my office? I mean, what can I do? Can I work any time from Monday through Sunday just so I get my job done, et cetera? When you look at those things, the next thing is then how are you going to recruit if you’re going to give those options? Because that’s what people are looking for and you’re looking for people. So you’ve got to be looking at what they are looking at and partnering with educational facilities around you. You know, it was funny. I have a client who is a cleaning company, and the Baby Boomers, of course, are starting to really, really retire. Kind of they still are working part time, but they’re doing things like, I just want two days a week where I can get out and do something. And so this cleaning company all of a sudden has had some retirees. So I said, Well, great. Go to your local senior center, go to your local community areas where older people hang out because they might see a job posting. They don’t want to go online, they don’t want to try to register that way. Instead, they might see something that looks more personal and just call you. It’s a great way to get that. Workforce, because they’re out there and they’re this is a very driven generation. And then you’ve got to consider.

Betty Collins: [00:12:32] Should I get some contingent workers in place contracts and temporary things which take attorneys and insight? But so those are some of the things you can do when you’re focusing on the five basics to get that workforce back. But eighty three percent of are going through it and focus on not what we used to do, focus on what do we need to do and the five things that I just talked about. What else keeps you up at night? Why is it hard to do business and be a business owner, the supply chain? I will tell you that when we get the people back to work, we will have our stuff right. I have a person who is in promotional products and instead of selling what they normally sell, and if client calls and wants this, they direct them to something that they can get. Ok. She’s had. And she says taking the order now is just not taking the order. It’s really giving them all kinds of different options of what’s available. And so she’s had to really work at that. But the five supply chain drivers are production, inventory, location and transportation and information. So those are the things that you need to have some influence on. Maybe you become the supplier. I have somebody doing that in right now in construction because he can’t get wood to build decks. So he’s like, everyone can’t get wood to build decks.

Betty Collins: [00:13:42] So he started buying wood and building it up and guess who has the wood he does because he’s now the supplier? He fixed his own supply problem by continually ordering bulk and finding it where he could find it. It took some time to build up. It was not instant, but now he is the supplier selling things that are really, really good profit. You know, the thing that needs to happen in our supply chain is that complexity needs to be removed and regulation has to be worked on. Do not ever underestimate that if you are big and need supplies and you can’t get it and you know it’s bogged down in regulation, call your representatives and your senators and people that are influential. These are everyday people. Most of them don’t look at the news, look at who’s in your in your districts and start calling them and say, I really need help. My association, this or my lobbying group that or I’m a business owner and I need this. How can you help me? Do not underestimate the power of that phone call because you have to try to to get that complexity removed. Companies with being intentional will win, and it will have the advantage. So when this guy goes out and buys his own lumber and just keeps stockpiling it, he now has something that somebody needs. It’s the same thing in the services industry as well. So you have to look at the supply chain as what can I control about it or it’s just going to take longer or I’m going to not sell as much.

Betty Collins: [00:15:05] So I’m going to have to sell it for more. You have to look at how can you control it and it will come back, especially as the workforce comes back. People have made a ton of stuff that’s sitting on ships. Believe me, they want to sell it, believe me. The other things that keep people up at night really are financial concerns. And it’s funny. This was a funny one because people are like, I’m holding onto my cash. I’m not going to borrow any money. And oh my goodness, and look at this. And then I have people who are like, Look at the stock market, we are rocking it. I mean, so both people are living in worlds of sort of you’re only focused or your your tunnel vision. You have to look at more than one thing when it comes to the financial concerns because this is what holds businesses back from reinvestment. They’re like, I better not do it now because who knows what’s going to happen to my four one kay or my savings or my line of credit, et cetera. These are the things you pay attention to. The stock market’s the easiest one. First, I have a very good financial planner. Do not try to play that. If you you can really lose very badly in that.

Betty Collins: [00:16:02] But the stock market is is very holding. It is thirty six thousand. It is all those things. It could go to thirty four. It could go up five hundred one day and eight hundred. It’s not the only indicator out there that you should be making financial decisions on interest rates. Right now they’re holding and the feds are doing that intentionally. So you really have to look at that interest rate thing and go, are they going up? Which interest rates going up the kind where I earn money in the bank? No. Or the kind I’m paying on my credit card or my loans. And right now, they’re holding those things. So that’s a strong indicator. How long will they hold it? So that’s why you look at it, what’s going to happen in twenty three and watch those interest rates? So now you’re watching the stock market, you’re watching the interest rates, look at unemployment rates. And yes, we are coming back and people are going to go to work. And we saw that even the numbers continue to get better with people who are not filing unemployment claims across the country. That number is a really important number. We’re very used to that being low, but you need to to continue to watch that, obviously during COVID when it went to 18 and 20 percent. Of course, that’s crazy, but that’s not where we normally live and it came back very quickly.

Betty Collins: [00:17:08] Inflation rate, everyone is not used to this. I remember it in the seventies. I remember my brother buying a house and 15 percent interest was what it was. And the day he got that to be, six percent was like a huge deal. But interest rates play. So not only just interest, I’m sorry in. Violation rates, interest, inflation, unemployment stock market, you need to watch all those, and if it’s something that overwhelms you, then get somebody to help you with that, whether it is your account or your financial planner. Economists are out there. They can be hard to understand sometimes, but those are things to pay attention to when you’re making financial decisions. But living in fear or making quick judgments on one factor is going to paralyze you and we all know what paralyzed does. You can’t move the other two things in financial concern. I’m not going to spend a lot of time on today, but they’re not easy. Is the GDP, which is really just the market value of your final goods and services? Is that growing? If it’s not and it’s stagnant, then you have to look and go, Oh, it’s stagnant. But all the costs to do business is continuing to go up. Those are things you watch the last one, which everyone kind of understands, but you know, maybe you don’t talk about it all the time is the consumer price index.

Betty Collins: [00:18:25] You know, what do you pay for things now? Well, I just said earlier in this podcast, groceries, basic needs and gas on a family of four is up one hundred and seventy five dollars a month. So we are paying more. But our are the goods that we’re selling are there’s something you can sell it for more right? Or is it going to be stagnant? So when you’re talking financial concerns, don’t just look at one thing. So then what other keeps us up at night? Well, the uncertainty, just the uncertainty from day to day in your operations. So what? What does that mean? Well, I’m going to tell you to stay with the basics of business. There are three things you stick with. I don’t care if it’s good times, bad times, I don’t care if it’s 19 and we’re roaring and 20 we stop and twenty one we climb out of a hole and twenty two. We’re optimistic and twenty three, et cetera. It doesn’t really matter. These are basics of business that you must practice if you’re going to have success and life is going to be not as hard. When I when I talk about plain and simple, it’s just hard to be in business. Stay with the basics. Number one, align your leadership. If you do not have aligned leadership, everybody going in the same direction, everybody in agreement. At the after they’ve all disagreed, we’re going to agree to disagree, but I mean, they must be aligned.

Betty Collins: [00:19:37] There must be a an absolute strong unity. Stick to strategy. That’s the second one. You do not want to have shoot from the hip. Let’s pivot. Now, let’s make a rash decision. No stick to strategy. Strategy means you’re thinking about it. You have a plan. It means you have purpose. You’re pulling all together. Your strategy needs to be relevant as well in the market time that you’re in. So don’t look at the what we call Sally in accounting, which is same as last year. But you have to stick to strategy and then you have to strengthen your sales and your operations together. You can have all kinds of sales goals if you don’t have supply chain and supplies and product to sell or you don’t have people to service, it doesn’t matter that you put all your focus and strategy on. We’re going to grow 30 percent or, hey, we’re going to just not hire anybody because we can’t hire anyone. And so we’re just going to be flat. And but the sales department is still going to grow. No, when you’re dealing in bigger contracts are bigger things you have to get with the operations, day to day folks and the people who are selling the product. So before you take a contract or before you decide to sell something or whatever it is, do you have the supplies and do you have the people? So those have to go hand in hand? It doesn’t matter that you want to grow 20 percent if you don’t have the people in the service to do, it doesn’t matter.

Betty Collins: [00:21:02] I mean, we have Bob Evans in our area right now who a lot of times can’t open for dinner because they have a host and a cook so they can talk all they want. That restaurant sales needs to be this today. Well, if you’re only open eight hours and their model and plan is to be open 15, you’re not going to meet those sales goals because you don’t have this. What some restaurants have just done has become very good at carryout because you can do that with a skeleton crew, so you still have to come with those options because everything in that store, strategy wise and and when you’re pulling your sales and operations together are counting on that. So you have to do those basics of business when you feel uncertain, stick to basics, align your leadership, stick to strategy and strengthen sales and operations together. You know, you’re up at night, and I made the comment that you probably have a night because you’re so exhausted. Have you ever had those nights where you can’t sleep because you’re just exhausted? I’ve had that right. So how do we quit being as exhausted as we continue to go forward? Well, here are things that I have personally done, and quite frankly, they work.

Betty Collins: [00:22:02] It’s been great for me. I have very little social media. You know why? Because it just takes from me more than it gives. Shut it down. Shut it down. Stop. I’ve actually gotten into crossword puzzles and reading a lot more. I still, though, must be informed you can’t just hide from the world what you’re living in. So research your outlets and make sure that their outlets that are making decisions on truth or giving you truthful information so you can make the decisions. You will not be as exhausted when you can be very cut and dry. Now, one of the things I like is the Epic Times. It’s a conservative newspaper, but I can go in there and it gives me my headlines of the day. It’s not sexy, it’s not jazzy. Because you know what? It’s just news. It’s not opinions. It’s not. Here’s an editorial. It’s just this happened today, OK? At least I know kind of what happened. If I want to click on it, I can. Part of not being exhausted, part of getting some good sleep at night is you have to plan restoration. I know for myself when I know my week is going to be a certain way, I do this now. I look at Sunday or I look at Saturday or Thursday afternoon. I find a time where since I knew Tuesday and Wednesday, we’re going to be absolutely mind boggling.

Betty Collins: [00:23:15] I’m going to be home at Thursday working or I’m going to come. I’m going to take off a little earlier. I’m going to make sure Thursday night isn’t filled with an activity because I need to have a little bit of quiet, maybe with a nice firepit night. It doesn’t matter that it’s Thursday night. I need that restoration to get through Friday and the weekend or whatever it is. When I know that I’m going to hit some certain deadlines right after that, I always make sure there’s a day spa. Something right doesn’t have to be a whole day. It doesn’t have to be crazy. But I have planned restoration when I know my children are coming and they’re bringing their beautiful babies. I know in 30 hours of that, I’m going to be exhausted so nothing can be planned for the next 24 hours because I’ve got I’m going to need to totally overhaul my house because I wanted a certain way, and I know that I’m going to have to plan to rest so that I can enjoy them. But then I’m OK. Planned restoration elimination of negative people just continued to get those purge those people out of your life. You won’t be nearly as exhausted and then you have to look at that balance of health, their spiritual, physical and emotional. They all work together. This was one who changed a lot for me in 2021, the year of twenty twenty one when I came in after a year pandemic, of course, I said I got to do something different and I found a book about rhythm and balance.

Betty Collins: [00:24:33] And in this book, it talks about, here’s the stuff that takes from you, and here’s the stuff that that gives to you. And here’s how much you need. In each balanced quarter, there were four areas, but one of the things that I really learned from that book was the first, and the last hour of the day is really crucial. How I spend my first hour of the day, I how do I want to spend that? I want to get up a little slower and I want to enjoy my house a little bit more and have coffee. I want to pack a healthy lunch. There’s just this vision I had for that first hour of the day. At the end of the day, I don’t want to wind down with TV because it distracts me. I don’t want to wind down with social media because it would distract me. Instead, I wanted to read something positive. I wanted to have some time of gratitude. I chose how I ended my day, which means when I ended that way, I sleep better. And when I start my day, I have a better day. So control the first and last hour of your day. You’ll be amazed in that. You’ve got to figure out what you want that to be.

Betty Collins: [00:25:34] So that’s that’s just as much, you know, you’re created on purpose for a purpose. I’ve never been a big fan of a of a life statement, but I am a big fan of my why and when I’m talking to you, the business owner and people who are in business, when you get discouraged with it, I make sure I focus on my why and what is that? Well, my why is when the U.S. works, the world works. But I took it a step further and I like the when employers have employees, those folks get their provision from that, from that business owner. Those are those are households, right? And those households form our communities. And what I can focus on that is my purpose. That is why I was created to help in this segment called accounting. I can clear the air a little bit. I can go, OK. You can do this. And what I would tell you is what I continue to do, so I’m not so exhausted is I’m bringing back the things that I miss in my life, especially from pre pre-COVID. Those are important things. You know, socialization is huge for me, things that I just really wanted to get together with more. I just started doing that. I have a friend who said, I just want to go to dinner and not talk about COVID 19 in politics and stuff.

Betty Collins: [00:26:48] I just wonder, know how your kids are. I just want to have some fun. I just want some light enjoyment. That was that’s what she’s missing. So she’s making sure she’s doing that and those things will energize you. They will give back to you, and the exhaustion will continue to to be less. So those are the things I want to talk about in the plain and simple, it’s just hard to be in business. It’s just hard to be a business owner. So get hold of those things that are keeping you up at night. Deal with the things. Call this thing called fear, so you’re not paralyzed. Get some help to get through these things. Maybe if they’re too much for you, economic wise, or you feel like you’ve got to be an economist to understand those things that I talked about. You’ll see a difference. I have seen that difference. So I’m just grateful that you joined me today, and I hope this podcast was inspiring for you. Inspired women has been presented by Brady Ware & Company as your career advancements continue, your financial opportunities will continue to grow. Be prepared. Visit Brady Ware to find out more about the accounting services. They can assist you to that next level. All this, plus more about the podcast, can be found in the show notes for this episode. Thank you so much for tuning in. Feel free to share the show or give us a review. Remember, inspiration is powerful. Whose life will you be changing?

Tagged With: Betty Collins, Brady Ware, business, business owner, fear, Inspiring Women

Keys to a Smooth Practice Transition, with Danielle McBride, Oberman Law Firm

January 7, 2022 by John Ray

Oberman Law Firm
Dental Law Radio
Keys to a Smooth Practice Transition, with Danielle McBride, Oberman Law Firm
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Oberman Law Firm

Keys to a Smooth Practice Transition, with Danielle McBride, Oberman Law Firm (Dental Law Radio, Episode 30)

Danielle McBride, Partner at Oberman Law Firm, talks with host Stuart Oberman about the elements needed for a successful and smooth sale of a dental practice. Danielle discusses ingredients like having the best advisors in the dental industry, detailed financials, quality of earnings, and much more. Dental Law Radio is underwritten and presented by Oberman Law Firm and produced by the North Fulton studio of Business RadioX®.

 

Danielle McBride, Partner, Oberman Law Firm

Danielle McBride
Danielle McBride, Partner, Oberman Law Firm

Danielle McBride has been practicing law for over 21 years, and her primary focus is representing healthcare clients on a local, regional, and national basis. Ms. McBride regularly consults with clients regarding simple to complex healthcare transitions, including mergers and acquisitions, employment law, governmental compliance, tax strategies, practice valuations, DSO formation and structures, employee compensation, associate and partnership contracts, joint ventures, and partnership buy-in/buy-outs.

In addition, Ms. McBride brings a wealth of knowledge and experience preparing practice valuations for clients, as well as formulating simple to complex tax strategies, and entity formations.

Ms. McBride holds a Bachelor of Arts in Sociology/Criminology from The Ohio State University, a Juris Doctor (J.D.) from Ohio Northern University Pettit College of Law, and a Master of Laws (LL.M.) in Taxation from Case Western Reserve University.

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TRANSCRIPT

Intro: [00:00:02] Broadcasting from the Business RadioX Studios in Atlanta, it’s time for Dental Law Radio. Dental Law Radio is brought to you by Oberman Law Firm, a leading dental-centric law firm serving dental clients on a local, regional, and national basis. Now, here’s your host, Stuart Oberman.

Stuart Oberman: [00:00:26] Welcome everyone to Dental Law Radio. We have a very, very special guest today, Danielle McBride, Partner in Oberman Law Firm. And a little background on Danielle – she’s very busy right now – Danielle has been practicing for 21 years and her primary focus is health care transactions, mergers, acquisitions on a local, regional, and national basis. Big, big in M&A transactions, employment law compliance, tax strategies – as you heard on a previous podcast. And we’re going to have some subsequent podcasts that Danielle is going to join us on – practice valuations, DSO formation. Lord, everything is DSO. Everything is scaling nowadays.

Stuart Oberman: [00:01:13] A little education background on Danielle, she graduated from Ohio Northern University with her law degree. And she has a Masters in Taxation from Case Western University. And we are absolutely delighted to have you in the studio, as we say, Danielle. And I know today you’re going to talk about keys to ensure a smooth practice transition, and you could maybe elaborate on this. It is an amazing market. It is a hot market like I’ve never seen in my years of practicing. Valuations are out the roof. Private equity is throwing money at transactions.

Stuart Oberman: [00:01:58] But there’s a lot of misconceptions about what it takes to have a smooth transition, and I really want to drill down on your expertise. You’ve been doing this for over 21 years, and I want to hear what you have to say and your thoughts all the way from due diligence to leveraging advisors. So, give me your thoughts on some matters regarding what it takes to have a smooth transition, as we say.

Danielle McBride: [00:02:29] Well, thanks, Stuart, for having me on the podcast. And, yeah, this is Keys to a Smooth Practice Transition. I kind of call this my ABCs. A is for advisors. One of the best things that you can do for yourself is to surround yourself with the best advisors you can. And they should be specialized, you know, professionals in this area, in the dental industry.

Danielle McBride: [00:02:57] Leverage your advisors that have the experience in these transactions. I mean, there are dental specific lawyers like us. There are dental accountants. There are dental finance lenders. There are dental brokers. All of these people, all of these advisors have a ton of experience. This may be your one and only transaction, buying a practice or selling a practice or merging going in with a DSO. We’ve done hundreds, if not thousands, of these transactions, these advisors have.

Danielle McBride: [00:03:29] So, you know, it’s important to get those specialized professionals to work with you. And they’re out there. And if you have at least one of those advisors, they can help you find others. If you’re in need of a dental specific lender, if you’re a buyer of a practice, if you’re in need of a dental specific accountant, there are lots of other financial business and consultants that have specialized knowledge in the dental field. And that’s my A, you know, my ABCs.

Danielle McBride: [00:04:04] The second is your business. You’ve got to know your business. And it’s important whether you’re looking to sell to a third party or to a DSO in these transactions. Knowing your business, knowing the numbers, having the data that’s going to be requested through all of the due diligence is going to be one of the most important things that you do in these transactions.

Stuart Oberman: [00:04:25] I got a question for you. I got a question for you. You do valuations. We hear –

Danielle McBride: [00:04:30] Yes. I do practice valuations. And so, one of the keys in those valuations is profitability in the practice transition.

Stuart Oberman: [00:04:37] We hear this all the time, “Know your numbers,” what does that mean? When someone says, “Well, I got to know my numbers.”

Danielle McBride: [00:04:47] Know your numbers.

Stuart Oberman: [00:04:48] What does that mean? I mean, our guys, it doesn’t seem like they understand that a lot of times.

Danielle McBride: [00:04:55] Yeah. So, knowing your numbers means a couple of different things. One is being able to get the data on new patients, and insurance plans, and how much of your practice is PPO plans versus fee for service. Those kind of numbers are important. But the key numbers are profitability.

Danielle McBride: [00:05:17] Or sometimes in these DSO transactions you hear being thrown around EBITDA, E-B-I-T-D-A, Earnings Before Income Taxes, Depreciation, and Amortization. It’s essentially, not just the net income, it’s profitability, it’s the cash flow in the practice. You got to look beyond W-2 compensation or net profit. It’s that plus add back. Discretionary expenses, I like to call them. The perks that the doctor runs through the practice.

Danielle McBride: [00:05:49] It can also be things like family on the payroll, if they’re being paid more or less than what would be fair salary for someone doing the work that they’re doing in the practice. It can also be rent. You know, looking at fair rent and whether you’re paying yourself above or below what fair market rent is on a piece of property or your office building that you also own along with the practice.

Stuart Oberman: [00:06:13] Is your specific profit margin? You hear like, “Well, you should be netting out 20 percent profit or 40 percent profit.” Is there a magic number that’s sort of advisable for those things?

Danielle McBride: [00:06:26] Well, it varies based on the specific type of practice. So, your general dental practice might be running an overhead of 60, 61 percent, 40 percent profitability. And that 40 percent of profitability is your W-2 income, your profit, your discretionary add backs, adjustments for paying yourself high rent on your building, non-recurring expenses, if you hired a consultant to come in one year, those sort of things. It’s going to vary if you’re an oral surgeon or if you’re an orthodontist or a pediatric dentist. There are different percentages for those different specialties.

Stuart Oberman: [00:07:11] Huh? Now, I know we do a lot of DSO transactions as a firm, so if they’re getting ready to sell their practice, how should they prepare due diligence? Should they say, “Hey, Danielle. I’m ready to sell my practice. I know there’s a lot of due diligence on the DSO side. Can you send me a due diligence checklist so I can start preparing for this?” How do they prepare for due diligence, which will wear them out a lot of times?

Danielle McBride: [00:07:42] Yeah. It’s going to wear them out and you’re going to get asked for stuff over and over again.

Stuart Oberman: [00:07:46] The same stuff.

Danielle McBride: [00:07:46] You’re going to send them all of your quarter one, quarter two, quarter three, quarter four financial statements and tax returns. And every insurance provider you take in the practice. Some of the banks even ask for monthly profit and loss statements for the year, especially after COVID.

Danielle McBride: [00:08:13] COVID kind of changed things from a financial perspective. From the lender’s perspective, it used to be that you could get away with sending them the years worth of financial statements and tax returns. And then, we had COVID and then they wanted to see month by month. So, we wanted to see every month of 2019, and every month of 2020, and every month of 2021 so far.

Danielle McBride: [00:08:36] So, having the ability to get at least quarterly financial statements is an important part of the due diligence. And then, they’re just going to ask you for every business insurance, every business license, every license for every staff member and doctor in the office. They’re going to ask for balance sheets.

Danielle McBride: [00:08:56] And if there are liens on the practice, which is often one thing that people forget. So, if you had an SBA loan, for instance – a lot of people had this. I just had this with a transaction – SBA EIDL Loans, you can pay those off. My client actually got an email from the SBA saying, “This is your authorization to file a UCC termination on the lien that we have on your practice.” And we needed to get that termination statement filed to clear it for the lender so that the buyer’s lender would actually fund the transaction. So, there are things like that.

Stuart Oberman: [00:09:36] Do you see a lot of PPP problems right now? Loans are not being authorized to pay back and items are being withheld on the transaction?

Danielle McBride: [00:09:48] I did earlier in the year. So many of the PPP loans have finally gotten forgiven. That that problem has started to get a little bit easier to deal with. Usually, it’s some document references on the PPP loans and that it’s been forgiven and some sort of proof to the lenders or the buyer that it’s actually been forgiven.

Danielle McBride: [00:10:12] But I did have to do a lot of escrows. And back in 2021, I first started doing transactions again after COVID opened back up and the lenders started lending again. I was having to escrow funds for PPP because the guidance came out from the IRS saying that you had to escrow the amount of the PPP loan with the bank. And the banks were like, “We don’t know how to do this.” So, you know, I was actually escrowing funds into attorney escrow accounts and holding it because the bank wasn’t prepared to do it.

Stuart Oberman: [00:10:44] Wow. So, do you recommend from an expedient standpoint smooth transaction that we have sort of a due diligence checklist, whether it’s us or whomever, provide that due diligence checklist information to whoever the adviser is and then put that information – we’ll call it a data room? And then, this way the seller or the buyer can get in there and start plucking that information. Is that something that you thought?

Danielle McBride: [00:11:16] A lot of times, if you’re working with these bigger DSOs, they will do exactly that. They’ll have some sort of service where you’re uploading your documents and they will have a checklist that they have to go through. Because a lot of the private equity lenders, they’ve got checklists and they want to see each and every one of those items checked off before they will give the green light to fund the transaction.

Stuart Oberman: [00:11:36] Now, some of these bigger deals, we hear the term quality of earnings. Quality of earnings, what does that mean? Because a lot of the buyers on the corporate side will spend a lot of money on quality of earnings. Our doctors, I don’t think, really understand what that means and how that affects their practice.

Danielle McBride: [00:11:58] Well, I think the quality of earnings is really going back to the profitability in the EBITDA of the practice and the better the cash flow is. It’s sort of like when you hear the old adage, “Okay. Well, what is my practice worth as a percentage of collections?” And everybody says, “Oh, it should be 75 percent of collections or 65 percent of collections.” Well, that’s great.

Danielle McBride: [00:12:19] But if you have two $1 million practices and one has a 65 percent overhead and the other one has a 50 percent overhead, they’re both not worth 65 percent of gross revenues. One has a better quality of earnings. One has a better cash flow. One has higher profitability. And the practice is going to support that buyer and provide a higher profit ratio for that buyer, that DSO, that corporate purchaser.

Danielle McBride: [00:12:53] And especially for a private party, too, I mean, that’s what you want to look for, a practice that has a better cash flow, higher profitability. And you can clearly see that in the tax returns. That’s another thing, too, that a lot of sellers have to think about this. A lot of them have been aggressive with their deductions, but they’ve also maybe been a little lax about putting the documentation together and being clear on that. And so, sometimes when you get a practice like that where they’re just running a ton of things through the practice, you got to sometimes do a little bit clean up because the buyer is going to ask those questions and they’re going to want to see, “Well, where is the cash flow?”

Stuart Oberman: [00:13:30] That never happens. You mean doctors are running their personal stuff through the practices? Are you kidding me?

Danielle McBride: [00:13:34] That never happens, right?

Stuart Oberman: [00:13:39] Are you saying the house payment, and the kids, and the trip – wow. Well, they call this add backs. Is that what they call those?

Danielle McBride: [00:13:51] Add backs. I like to refer to them as discretionary expenses.

Stuart Oberman: [00:13:55] Or having their six year old child, son or daughter, make $10,000 a year –

Danielle McBride: [00:14:02] Yeah. They model for the website. They got to pay them something.

Stuart Oberman: [00:14:05] Or the flyer for the office. Wow. That’s a lot of stuff. And this could be a conversation for hours and hours and hours. Well, I think that if our doctors take this information, figure out when they’re going to sell, how they’re going to sell, who their advisors are, what do they need to do to get prepared, I think this is great advice. How do they reach you if they have any questions on the sale, the due diligence?

Danielle McBride: [00:14:38] They can reach out to Oberman Law Firm at 770-886-2400. My email is danielle@obermanlaw.com. And you can go on our website, too, obermanlaw.com for information. There’s some blog posts and lots of information about the practice on there. And, yeah, reach out. Give us a call. We’ll help you. The other key to a smooth transition is not waiting until the last minute to plan for it.

Stuart Oberman: [00:15:11] Well, that never happens either, huh? Well, I know you’re a regular contributor to the firm’s newsletter, Advisor Insights. Great information coming in there. And I know in a previous podcasts, you had a great, great information on tax. I know you got some other podcasts that you’ll be on the air for. Amazing. Danielle, thank you. Thank you so much.

Stuart Oberman: [00:15:36] Ladies and gentlemen, thanks for joining us on Dental Law Radio. If you have any questions, please feel free to give us a call, 770-886-2400. And email me directly, stuart@obermanlaw.com.

Stuart Oberman: [00:15:49] Guys, ladies and gentlemen, thank you very, very much. Danielle, thank you again. Amazing job as always. We rely on you a lot on the acquisition, and tax side, and general guidance on compliance. So, thanks everyone and have a great day.

 

 

About Dental Law Radio

Hosted by Stuart Oberman, a nationally recognized authority in dental law, Dental Law Radio covers legal, business, and other operating issues and topics of vital concern to dentists and dental practice owners. The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

Stuart Oberman, Oberman Law Firm

Stuart Oberman
Stuart Oberman, host of “Dental Law Radio”

Stuart Oberman is the founder and President of Oberman Law Firm. Mr. Oberman graduated from Urbana University and received his law degree from John Marshall Law School. Mr. Oberman has been practicing law for over 25 years, and before going into private practice, Mr. Oberman was in-house counsel for a Fortune 500 Company. Mr. Oberman is widely regarded as the go-to attorney in the area of Dental Law, which includes DSO formation, corporate business structures, mergers and acquisitions, regulatory compliance, advertising regulations, HIPAA, Compliance, and employment law regulations that affect dental practices.

In addition, Mr. Oberman’s expertise in the health care industry includes advising clients in the complex regulatory landscape as it relates to telehealth and telemedicine, including compliance of corporate structures, third-party reimbursement, contract negotiations, technology, health care fraud and abuse law (Anti-Kickback Statute and the State Law), professional liability risk management, federal and state regulations.

As the long-term care industry evolves, Mr. Oberman has the knowledge and experience to guide clients in the long-term care sector with respect to corporate and regulatory matters, assisted living facilities, continuing care retirement communities (CCRCs). In addition, Mr. Oberman’s practice also focuses on health care facility acquisitions and other changes of ownership, as well as related licensure and Medicare/Medicaid certification matters, CCRC registrations, long-term care/skilled nursing facility management, operating agreements, assisted living licensure matters, and health care joint ventures.

In addition to his expertise in the health care industry, Mr. Oberman has a nationwide practice that focuses on all facets of contractual disputes, including corporate governance, fiduciary duty, trade secrets, unfair competition, covenants not to compete, trademark and copyright infringement, fraud, and deceptive trade practices, and other business-related matters. Mr. Oberman also represents clients throughout the United States in a wide range of practice areas, including mergers & acquisitions, partnership agreements, commercial real estate, entity formation, employment law, commercial leasing, intellectual property, and HIPAA/OSHA compliance.

Mr. Oberman is a national lecturer and has published articles in the U.S. and Canada.

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Oberman Law Firm

Oberman Law Firm has a long history of civic service, noted national, regional, and local clients, and stands among the Southeast’s eminent and fast-growing full-service law firms. Oberman Law Firm’s areas of practice include Business Planning, Commercial & Technology Transactions, Corporate, Employment & Labor, Estate Planning, Health Care, Intellectual Property, Litigation, Privacy & Data Security, and Real Estate.

By meeting their client’s goals and becoming a trusted partner and advocate for our clients, their attorneys are recognized as legal go-getters who provide value-added service. Their attorneys understand that in a rapidly changing legal market, clients have new expectations, constantly evolving choices, and operate in an environment of heightened reputational and commercial risk.

Oberman Law Firm’s strength is its ability to solve complex legal problems by collaborating across borders and practice areas.

Connect with Oberman Law Firm:

Company website | LinkedIn | Twitter

Tagged With: Danielle McBride, Dental Practice, dental practice management, dental practices, DSO, due diligence, Oberman Law Firm, selling a dental practice, Stuart Oberman

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