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Search Results for: marketing matters

The Government Could Become Your Best Customer! Part 4

July 26, 2023 by angishields

WIM-Government-Pt4
Women in Motion
The Government Could Become Your Best Customer! Part 4
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This episode of Women in Motion discusses the topic of government contracting for women-owned businesses. The guests, Beverly Kuykendall, President of Kuykendall and Associates, Dana Arnett, CEO of Wicked Bionic, and Margie Mauldin, President of Executive Forum, share their experiences and insights on the advantages of participating in government contracting opportunities, the importance of certification, and the government’s market research process. They also discuss the importance of building relationships and utilizing free resources when starting out in government contracting.

Beverly-KuykendallBeverly Kuykendall, President of Kuykendall and Associates (KaA), establishes enterprise-wide corporate and government growth strategies by leveraging tenured experience, relationships, and regulatory knowledge to increase agency penetration through collaborative solution development.

Beverly leads KaA’s expansion into key areas aligned with client long-term strategic goals. Her background in relationship and business development includes facilitating team approaches to public sector contracting wherein she is considered a subject matter expert (SME).

Beverly has a proven track record evidenced by major contracts awarded by a myriad of governmental agencies. She brings a facilitative approach to understanding and proposing solutions to difficult economic issues.

Kuykendall’s professional foundation was built through her work with firms such as Proctor & Gamble, American Hospital Supply, Xerox and Herman Miller. She also served more than 20 years as President and CEO of Federal and Commercial Contracts, Incorporated (FCCI), her own government consulting firm and more than 8 years as President of Government Business at American Medical Depot, a medical supply distribution company. Beverly’s strength is her ability to create key programs and projects which enable achievement of business strategies and goals.

The KaA team focuses on current trends and government information, which helps clients anticipate opportunities and threats. A key tool for success evaluating legislation, policy and regulations to determine the impact to the business objectives of KaA clients.

Key to a myriad of government contracts, Beverly is most proud of her participation in securing government contracts in work with the United States Agency for International Development and the Defense Logistics Agency to provide more than 1 million Adult Hygiene Kits and Regular Hygiene Kits in response to the Syrian Refugee Effort.

Ms. Kuykendall is the recipient of numerous awards, including the Legacy Healthcare Leadership Award, the 50 Most Powerful Minority Women in Business, Supplier of the Year by the Southern California Minority Supplier Development Council, Small Business Champion of the Year by the Los Angeles District office of the U.S. Small Business Association, Entrepreneur of the Year by the Black Business Association of Los Angeles, and Advocate of the Year by the National Association of Minority Contractors.

Most recently, she was recognized by Legacy Magazine as one of South Florida’s 25 Most Influential and Prominent Women in Business and Leadership.

Born and raised in southern California and now residing in South Florida, Beverly has a BS in Business Management from Cal Poly University in Pomona, California, and an MBA from Pepperdine University in Malibu, California.

Connect with Beverly on LinkedIn.

Dana-ArnettDana C. Arnett is the CEO and co-founder of Wicked Bionic, a Los Angeles-based agency that crafts multicultural marketing and advertising campaigns. Since 2015, the agency, under Dana’s leadership, has worked with large organizations and government agencies, impacting millions of lives through strategic media campaign initiatives.

With a certificate in Diversity and Inclusion from Cornell University, Dana promotes DEI best practices and contributes to the educational aspirations of underserved high school students through her board member role for the Fulfillment Fund.

Recognized for Wicked Bionic’s work and Dana’s dedication, she received the WBEC-West WBE Supplier of the Year Class 2 award in 2022 and San Diego Gas & Electric’s LGBTQ+ Supplier of the Year award in 2021.

Additionally, her involvement with WBEC-West as the Los Angeles Forum Chair and the WBENC National Forum has shaped her mission: changing lives by fostering accessibility, active support, and genuine listening in the professional landscape.

Connect with Dana on LinkedIn.

Margie-MauldinMargie Mauldin, President and owner of Executive Forum, is an energetic, creative leader. In the past 35 years, Margie has earned the trust of the Colorado and national business community as an entrepreneur and successful business owner.

She effectively manages Executive Forum’s broad client list that include a variety of compelling projects. Galvanizing talented employees and business partners, she has created a firm that makes a difference in the lives of corporate and government business leaders delivering training to thousands of people each year.

Margie is the author of Feedback Revolution: Building Relationships & Boosting Results which was recognized:

#1 (Softcover) Business Best-seller list
# 2 Paperback Non-fiction list

Executive Forum authored the training program iLoveFeedback. In only 3 years, iLoveFeedback has become a recognized and extremely popular training program delivered to over 7,500 people.

Recognition

Colorado Entrepreneur of the Year, Women’s Vision Foundation Colorado Top Women Owned Business
Denver Community Leadership Exchange  – Delegate
Governor Appointee, Statehouse Conference on Small Business US Global Leadership Coalition – Colorado Delegate
Women of the Vine & Spirits – Top Rated Learning Program Style

In addition to her experience as a consultant and trainer, Margie is a skilled presenter addressing audiences on the topics of leadership, management, strategy and communication. Audiences range from small executive retreats, large organizational meetings and conference keynotes.

Clients describe her as a humorous, experienced and engaging speaker with real world examples and stories.

Personal

Her civic involvement includes serving on several boards and supporting education and development scholarships. When she is not at Executive Forum, she can be found out in the community cycling, hiking, playing pickleball or singing with her jazz band.

Education

M.A., University of Texas
B.S., University of South Alabama

About our Co-Host

Pamela-Williamson-WBEC-WestDr. Pamela Williamson, President & CEO of WBEC-West,  is an exemplary, dedicated individual, and has extensive experience as a senior leader for over twenty years.

She has served as the CEO of SABA 7 a consulting firm, overseen quality control at a Psychiatric urgent care facility of a National Behavioral Health Care Organization where she served as Vice President and Deputy Director,and has served as the CEO of WBEC-West, since 2008.

Her extensive experience in developing and implementing innovative alliances with key stakeholders has enabled the organizations to reach new levels of growth and stability. Her ability to lead and empower staff members creates a strong team environment which filters throughout the entire organization.

She takes an active role in facilitating connections between corporations and women business enterprises and sees a promising future for WBENC Certified women-owned businesses.

Dr. Williamson holds a Doctorate in Healthcare Administration, a Master’s degrees in Business Administration, and bachelor degrees in both Psychology and Sociology.

Connect with Dr. Williamson on LinkedIn.

Music Provided by M PATH MUSIC

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX Studios. It’s time for Women in Motion. Brought to you by WBEC West. Join forces, Succeed Together. Now here’s your host.

Lee Kantor: [00:00:27] Another episode of Women in Motion. This is Lee Kantor with my co-host, Dr. Pamela Williamson. So excited to be talking to everybody today. And today we’re going to cover an important topic. Can the government become your best customer? Welcome, Pamela.

Dr. Pamela Williamson: [00:00:44] Hi. Thank you. I’m excited for this show. This month, we are all about government contracting and providing information to stir up curiosity and hopefully some action in women business owners who have not considered doing business with the government. And for those listening that currently are already doing business with the federal government, we are hoping to share some nuggets to help you expand on that business. Today we have a powerhouse of guests. I would like to start with by introducing Dana Arnett. She is the CEO and co-founder of Wicked Bionic, a Los Angeles based agency that crafts multicultural marketing and advertising campaigns. Since 2015, the agency under Dana’s leadership has worked with large organizations and government agencies impacting millions of lives through strategic media campaigns and initiatives. Dana, welcome.

Dana Arnett: [00:01:33] Thank you.

Dr. Pamela Williamson: [00:01:34] We also have Margie Mauldin, president and owner of Executive Forum, a boutique learning company. In the past 35 years, Margie has earned the trust of the Colorado and national business community. Is an entrepreneur and successful business owner. She effectively manages executive forum boards, clients, client list that includes a variety of compelling projects galvanizing talented employees and business partners. She has a creative she has created a firm that makes a difference in the lives of corporate and government business leaders delivering training to thousands of people each year. She is also the best selling author of Feedback Revolution Building Relationships and Boosting Results. Welcome. Thank you. And last but not least, we have Beverly Kuykendall, president of Kuykendall and Associates. Her company helps to establish and establish enterprise wide corporate and government growth strategies by leveraging tenured experience, relationships and regulatory knowledge to increase agency’s penetration through collaborative solution development. And Beverly, I’m going to start with you. I’ve known you for almost, gosh, almost 12 years now. That’s crazy.

Beverly Kuykendall: [00:02:46] How quickly time flies very quickly when you’re having fun in federal contracting.

Dr. Pamela Williamson: [00:02:50] Because that is insane. And so when I first met you, I think right after you said hello, pleasure to meet you, what are you doing to help women with government contracting?

Beverly Kuykendall: [00:03:02] Yes, you did. And I’m prepared to answer. That’s a very, very good question. But I would allow you to phrase the question. I have lots to say on the topic, and I look forward to engaging with the others on this call.

Dr. Pamela Williamson: [00:03:14] So my question is going to be what specific advantages do women owned businesses gain from participating in government contracting opportunities?

Beverly Kuykendall: [00:03:23] Well, the the federal government there’s I will try to narrow the discussion and with hopes that we’ll be able to have more. But the the government helps to provide a level playing field for women owned small businesses by limiting the competition only among that category of companies to businesses that participate in the women owned small business program. So if you’re if you are a certified woman owned small business and we’re talking about the federal government, right, because there’s also state and local, which is different. But in the federal government has a very specific program that’s well designed, it’s well resourced. It’s well known. What I hope to get through this conversation is to talk about how can women make that program work for them in order to gain the result that the government is dictating will happen. So it’s a special program for women owned small businesses so that you only compete among yourself. And that’s really important because you want to level you want to limit the the competitive field. You don’t want to compete with large companies, small companies, big companies, all companies. And if they narrow and limit the competition, it increases your odds to getting the business. And there are very specific areas of the Federal Acquisition Regulation that discuss that hope that helps.

Dr. Pamela Williamson: [00:04:52] Because, Dana, I can see you have something to add.

Dana Arnett: [00:04:56] Well, I’m thinking and I’m so happy to be here. And thank you, Dr. Pamela and Margie and Beverly’s. Lovely to be with you. What our experience has been and where our OSB certified as well as Quebec West WB certified and a few other certifications. But I think what you were speaking of was federal. Our experience is city, county, state and I and I believe in some ways that that narrow playing field by being a WB is what what changes the way that we’re able to compete 100% and we fortunate enough to be 85% of our work is in government contracting. And I believe that there is that I know that the opportunities are there for women, but so many women are either scared of being in the space, right? What is that? Or they don’t bid. A lot of people will see proposals come through, but they don’t bid. And I always say if you can’t if you don’t write a proposal, you can’t win. Right? So there’s a lot of opportunity for for work in that in that space for women.

Beverly Kuykendall: [00:05:56] I do want to add something because that’s that’s very, very, very good input. And in the federal arena, the government sends out what’s called a sources sought because they’re looking for women owned small businesses. And if they don’t, even before the bid comes out, if women don’t respond to the source of salt and to say, I have these capabilities, here’s my capability statement, I can absolutely participate in this requirement, then it’s not set aside for women owned small businesses, and we’ve lost that opportunity. So thank you for mentioning that.

Lee Kantor: [00:06:28] Now, before we get really deep into this, can you explain the differences? You mentioned the different types of certifications and why is that important?

Beverly Kuykendall: [00:06:45] So on the federal side, right, you must be certified because the government offers a number of different resources and federal contracting is very lucrative. So they want to make sure that you are who you say you are. The federal government has a 23% requirement that all of government contracts must go through some element of small business and women owned small businesses are a part of that. So they want to make sure you are who you say you are. And it also helps when they are looking at statistics to see how many contracts actually went to certified women owned small businesses, economically disadvantaged women owned small businesses. And I also want to bring up that in federal. So in the federal contracting arena, if you’re a WB and you’re certified as a WB, it means nothing. So for a woman owned small business in the federal sector, you must be WSB certified or WSB certified in order to be able to participate for the set aside programs along what’s called there’s about 750 eligible industries. So certification is critical and very important.

Dana Arnett: [00:08:00] The correct certification, you said you said it beautifully. One of the best things about Webrequest or Webbank in getting certified is that you can get certified at the same time as a WB and a WSB. Super helpful. Thank you for that. Dr. Pamela.

Beverly Kuykendall: [00:08:12] Oh, that’s good.Excellent.

Dr. Pamela Williamson: [00:08:15] Beverly, you mentioned a a source of in the federal government source of and I didn’t catch the entire title. That’s not something that I’m familiar with. Could you explain that a little bit?

Beverly Kuykendall: [00:08:31] Absolutely. And thank you for asking the question. The government engages in what’s called market research in order to determine if there is a specific requirement that they can set aside for a certain category of business. One part of that market research is there’s several. So there’s one called a Sources sought. Sources sought says the government is looking for, for example, a woman owned small business who can fulfill a requirement with the army for advertising and media campaigns. So they will set that out and they will say they’re looking for you. Are there any women owned small businesses that can do that? And many times, as as Dana said, women just don’t respond. And so the government says, well, we looked and there was nobody. So now we’re no longer going to set that aside. We’re going to send it out for small business. There’s also something called in that market research, a request for information, an RFI. And again, the government is saying we’re thinking about coming out with a solicitation for a certain requirement and we’re looking for any small business. Here’s what we’re looking for. What do you think about this? So they’re actually asking industry for input to to in order to say, yes, I can do that, but maybe if you tweaked it a little bit over here, it might be better, better source for women owned small businesses or maybe it’s something technical in their draft statement of work that they’ve included with that RFI and you get an opportunity for for input. So sources sought or an RFI and so also a pre solicitation is another type. So there’s various types of market research that the federal government can engage in.

Dr. Pamela Williamson: [00:10:20] Thank you. That was very helpful. There’s there’s.

Dana Arnett: [00:10:24] Also. Oh, I’m sorry. Did I interrupt you?

Dr. Pamela Williamson: [00:10:26] No, no, no, no, no.

Dana Arnett: [00:10:28] I was going to say, it’s it’s so federal is is different in the language for sure than than city, state, county. And I know it’s at least in Los Angeles, they’re trying very hard, especially county, to really look at bringing in women owned businesses. And really doing those set asides were just the county’s just started with LGBTQ getting having that certification mean something and give an advantage, which is very fortunate for us. But I really believe that over time as the work is done right, we can get more government agencies, at least on city, state, local, get them to, you know, be able to bring in other women owned businesses as something that is valuable and important.

Beverly Kuykendall: [00:11:12] Well, Dana, I have a question for you. I’m from Los Angeles and lived there all my life. I’ve only been gone about seven years. And it’s really exciting to hear that the that state and local government are actually looking at set asides because when I was there, all they did was it was really kind of like a goal. So they didn’t really carve out right areas for LGBT or women owned small businesses or for minority owned companies. So that’s that to hear that that’s happening is that’s monumental.

Dana Arnett: [00:11:40] And think about if the state of California did it, because with state of California, it’s just small business and veteran owned businesses. So we always bring that partner in because that’s being a good sport. But we always do, you know, show our certification whether it’s accepted or not, that we’re a woman owned small business or a woman owned business, because it matters to us, right, that they get to see that. That’s another advantage of hiring a diverse business is to be able to have have that that thought leadership and that connection with people that are I think it makes us more real in some way. You know.

Beverly Kuykendall: [00:12:13] I agree with you. I think also that for for women owned small businesses and people that have been looking for years to do business in the federal government, they are really are they want to get past the conversation and they want to be able to say, how can I really what is the certification really mean? What does it really do for me? And on the federal side, particularly, there’s an executive order, executive order 13985 that discusses diversity, equity and inclusion in federal procurement. And the government under the Biden-Harris administration has actually targeted $100 million no $100 billion over the next five years. A good distinction to make, right? Eo 13985. You can look it up and $100 billion for and it says for small disadvantaged businesses and so are so and you can actually see, for example the Department of the Navy they’re looking at large multibillion dollar contracts. Now. They’re disaggregating and unbundling some of those contracts and making it set aside for different socioeconomic categories, including women owned small businesses and economically disadvantaged small businesses. So as people listen to this program, I know there are many who have been disillusioned over the years because they’ve been trying. And I’m really proud to be on this panel because it truly is about execution. And I realize there are new entrants coming into these programs all the time. And I always say federal contracting is not for the faint of heart. There are so many different elements to it. And that’s why I’m glad that there are organizations like Rebecca West that have this continuous, ongoing conversation. And even thinking for a follow up, maybe don’t get mad at me, Pamela. Take one company and just walk them through the entire process. On the federal side, just one company. That’s something I’d like to just offer maybe for the future and then come back and demonstrate to people, here’s what we did, here’s what’s happening, here’s how they were hopefully awarded a contract. So it’s it’s just happy to be here.

Dr. Pamela Williamson: [00:14:26] So I have a follow up question.

Dr. Pamela Williamson: [00:14:28] So, Margie, I know that your one of your expertise is in building relationships. And I’m curious, how does I know in the non-government sector we are always talking about relationship, relationship, relationship. You have to build an authentic relationship with that buyer, that supplier diversity person. Is that the same philosophy in government contracting and do you have any insight into that?

Margie Mauldin: [00:14:54] Yes, I think relationships are relationships. We’re all human no matter where the paycheck is coming from. And it is with the desire for me, at least, with the desire of looking for information and as Dana said, helping people, bringing in other people to help when you need help. Um, on government contracting. I did find it curious. A couple of years ago, I was working on a federal contract and it came time to do our invoicing and I was talking with the with the budget analyst and different folks and I said, You do know that we’re a certified small business woman owned business? I said, You can check that box with this contract. And he was stunned. We were on a zoom and he was just stunned and so happy that he got to check one of his boxes for the year so that it’s So the relationship combined with education is the way I look at it. And it goes both ways. Um, educating our subcontractors and then educating, getting educated and providing information for our current bosses, whoever that might be.

Dana Arnett: [00:16:27] You know, I loved what you said because you made me think of I didn’t know this in the beginning, but we were very, very fortunate when we got into government contracting. We were a year and a half in business. And my my business partner said, you know, we should get into government contracts. I’m like, what are you talking? It sounds equal, right and right. And I was like, That’s no way. Right? But then as you go, right, so we got our certifications as a small business and we got woman owned. But we, we wrote a proposal for the Los Angeles Public Library. So our first proposal, it was gorgeous. It was fantastic. There weren’t a lot of rules because it was City of Los Angeles and we won. We won our very first proposal. When does that happen? But let me tell you, six years later, six years later, and the renewals and we do media campaigns for them all over the city. But I will tell you, that relationship that our client over there, she is one of our biggest cheerleaders, I thank her every year because I don’t know that we would have the business that we have if she hadn’t put us on that right path. You know, it’s it’s a revenue base for us every year, right? So we’ve been so fortunate. But on the relationship we use, we use this this person as a referral she’s our top referral. When you have to write a you know your references right and when you’re submitting a new proposal and she is our top referral, I will tell you we have three wonderful ones but that I know that’s what separates us because of the work we do for them that these fantastic people recommend us when they make a call or they fill out the survey about how we are as an agency, that relationships, those relationships are game changers, I think, for us. So that is the on the inside once you get in, being able to have that relationship is is wonderful.

Dr. Pamela Williamson: [00:18:11] Wonderful.

Dr. Pamela Williamson: [00:18:12] So I know in the private world we do a lot of education about how to build relationships with buyers. So what are some tips that you guys have that you’d like to share with the audience around? How do you build relationships with those federal or state or city government relationships? How do you go about that? What are some best practices?

Beverly Kuykendall: [00:18:35] I will I’d love to weigh in on that. And so for me, in federal contracting, right, there’s always conferences and workshops and other types of engagements. So I think it’s a very good question. Right. How do you start and you’ve heard me say this before, Dr. Williamson, that if I’m at a conference, I know I’ve already studied the literature. I know who’s going to be there. I am the first one to ask any questions. My hand goes up right away. Stand up. I say Beverly Kuykendall. Carr And then I ask a question that’s relevant to the entire audience. So one gives you an opportunity to be seen to the person on the on the stage is now they’ve seen you and now we can follow up exchange cards and then there’s that continuous involvement. But it takes a lot of study to just understand how can you engage with them from a relevant perspective. And that again, research, understanding you’re at the conference, you’re there for a specific reason. Maybe it’s the Army, maybe it’s the Navy, maybe it’s the Air Force. And you know, what kind of requirements are are coming up and are available. You can ask a question and then you continue to follow up. I just think that it’s really important also on the federal side and I’ll make this quick, whenever there’s a source of sort, an RFI or Preesall, there’s a contact person’s name and at that point you can ask questions, you can call them, you can send them an email. And as you engage, those relationships start to be built. And as someone said earlier, they last for a very long time. So those are my tips for the federal side. Make sure that you’re there.

Dr. Pamela Williamson: [00:20:06] Thanks Beverly. And I just have to say again, I’ve known Beverly for quite a while, and one of the first things she taught me is you got to make sure that you might not be the prettiest person in the room, but you will definitely be the most noticed person in the room. She’s like, You need to stand up, say your name, say your company name, and be proud of those two things, your name and your company name. And so I think that is is extremely important because I can’t tell you how many conferences I go to where people will ask a question and I’m like, who are you? What do you do? Because they don’t do that. So I think that that is a great tip for building relationships and just engagement.

Beverly Kuykendall: [00:20:42] And standing up. And they give you that microphone stand up even if nobody else has stood up and you say, well, nobody else has stood up, so I’m not going to stand up. No, stand up. You got to.

Dana Arnett: [00:20:51] And you said a great thing. Ask a question that is pertinent to the audience. Not so my little narrow niche. I think that is a great, great, great little give there. Thank you.

Dr. Pamela Williamson: [00:21:02] Thank you. It sure is. And if I’ll just follow up with one other thing that I keep in mind, and I, I agree with you wholeheartedly. Beverly preparing to attend a conference is a lot of work. It’s not ten minutes before it’s 30 minutes every day prior to spending time on the agenda, the people there. And another aspect I try to build on with that is give to get does someone have a question that maybe you might have an answer to? I will seek them out and say, I have this experience and here’s what I did specifically. And so we’ve gone from relationships to being present and giving to get. I think those are three really, really fine points for people listening.

Beverly Kuykendall: [00:22:00] Quick story. I had a recent event with the Centers for Disease Control, and there was a large requirement that was coming out for medical products and supplies. They’re really trying to stock their storehouses to make sure that we don’t have a repeat of what happened during Covid. Right. They want to they want to make sure that the warehouses are full. And so they sent out the the source of sort. I answered it and I said, is there an opportunity for industry to hear from you on a virtual meeting exactly what you’re looking for in the contracting officer wrote back and said, no, no, we don’t do the government doesn’t do that. Now I know better. We have a lot of young contracting officers. So I, I patiently and politely said wrote her an email and said, Thank you so much for providing me the information which states that the government cannot conduct industry meetings. That’s this is new information to me. And I copied her supervisor. The woman called me on us and because. Right. I didn’t say you didn’t give me the wrong information. I said, you know, that’s that’s news to me. She called me on a Saturday and apologized and said, I am so sorry. Thank you so much for posing the question in that way. And I wanted to call and tell you that I made a mistake. So fast forward 7 or 8 months later, she’s on an evaluation committee. Guess who got the contract right? So always be kind. That’s the other piece. Always be kind. Always.

Dana Arnett: [00:23:22] I always say that when you have a if they’re looking, you’ve got ten reviewers or five reviewers and they’re looking through all this, all these proposals, all these proposals, and there’s name recognition. It’s just a bias that is there no matter what. And I’d rather be the recognized name. I think it can make a difference if it’s be close between me and someone else. Yes.

Dr. Pamela Williamson: [00:23:41] And that is a great point. I will also share a story that’s not really a happy story, but I learned my lesson in refreshing my network. We had done business locally out at the Denver Federal Center with an organization for 15 years. And it was it was revenue that we depended on, just like you, Dana, and they had changeover at the top and the area that makes the decisions and we were not his favorite and we have not gotten any work from them in the last three years. And we should have been out there when we knew that that transition was taking place. We should have been out there renewing and enlivening, energizing our relationships across the board.

Beverly Kuykendall: [00:24:41] That that is a really that’s really good, humbling information for all of us. Right. Right. To make sure that that we know that something tells me you recovered somehow. I was going to say.

Dana Arnett: [00:24:53] It never happens again.

Beverly Kuykendall: [00:24:54] Right.

Dana Arnett: [00:24:55] It only happens 20% of your revenue in anything. Right. Is just going to kill us all.

Beverly Kuykendall: [00:25:01] I’m sorry, Did I interrupt someone? I just wanted to share also that so I’m a geek. I identify myself as a geek. I love federal contracting. I’m always reading the news. So we know that the war was in with Ukraine. Is really something that’s happening right now. You read the newspaper, you know, the government, the US government is giving lots of aid in a number of different ways. They’re providing weapons, they’re providing emergency supplies. And so I looked at the agency. There’s an agency called Federal Foreign Military Sales. And I had already had a contract, a very large one, about 2 or $3 million for the Syrian refugee effort. I saw that that was happening. It was in the news. I called him and I said, listen, I’m sitting on the outside looking in right now because I haven’t I’m just not sure how those dollars are being spent and how to work my way in. Quite frankly, I’ve got my nose pressed against the window hoping that I have an opportunity. Right. It helps to make them laugh a little bit, too. So and he said, you know what? And people have been going out for Covid.

Beverly Kuykendall: [00:26:06] They’re not working. He says, I’m working three days a week, Tuesday, Wednesday and Friday. If you want to fly to Philadelphia, let’s talk about it. And you better believe I’ve already got my plane ticket. So just having conversations and being aware of what’s going on because the government, especially now, is spending so much money on both grants and contracts. And if you could talk about something that’s really relevant and understand the agency that has been that has those dollars to spend, it’s a great way and a great reason to renew old contacts as well, because to to Margie’s point, people change and move all the time. And this gentleman is getting ready to take a lateral move. And so I asked him, I said, I’d love to be able to be introduced to the person that’s going to be taking your place because I know that you have to train them. So I am dusting off my shoes, making the trip to Philadelphia. I’m going to say hello to him and I’m also hopefully going to be meeting the new person. So thanks for that, Margie. You triggered something in my brain. Thank you. Well done.

Lee Kantor: [00:27:08] Now, at a tactical level, on a day to day basis for somebody who’s never done this before, what are some of the activities they should be doing? You know, to get their feet wet and to explore if this is a right fit for them to pursue government contracting work. Are there certain number of proposals a month they should be doing, or is there places they can go to see where there’s opportunity? Like what? What is kind of the the work they should be doing on a daily or weekly or monthly basis in order to be successful in this space?

Dana Arnett: [00:27:39] So best question ever. I was thinking earlier that we all jumped into the, hey, you know, we’re up here, but but there’s you know, you got to get your feet wet and and government contracting. I think you said it before Beverly isn’t for everyone, whether it’s city, state, federal, whatever. It’s not for everybody. But I will say that also the certification is if you’re any of those things, a small business, a woman owned business, LGBTQ, a veteran disadvantaged, look at what those certifications might apply because just in general, you join a wonderful community. But for what I would do is I would go and because I didn’t know anything and I would look at every possible place where I could get there called vendor portals, and I’d go into the vendor portal and I’d register wicked bionic and it could be a government portal, it could be a private industry portal. And I just was like, Oh, I’ve got to get all these portals. I had no idea if they needed my services. I had no idea if they bought bought marketing and advertising. But I thought with the volume, something will stick, right? And so what I say first and foremost is find and look at private and public entities that would want your services or have issued contracts around those type of services so you’re not wasting your time. We’re working on corporate corporate engagement this year. And I have to you said at Beverley Research, I have to know, does somebody do what we do? Otherwise we’re going, you know, put an energy so I know the right people within.

Dana Arnett: [00:29:05] It doesn’t matter if they don’t buy. I have a new friend, but it doesn’t help. So I think research and find who who wants what you have to sell. And then you start with these vendor portals and you start registering yourself and they’re easy. Like if you literally do, you know, supplier portal or vendor portal for coca or for whatever, you know, city of Los Angeles or whatever, and you become a registered vendor, what happens then is and I’m not even going to talk about the codes or anything, but then you start to get notifications of opportunities that might be right, that would be a good fit. Then you investigate an opportunity and you read it. They usually they can be 50, 60 pages, but you look at it and, you know, I used to I used to read every single word and I don’t read so many words. But, you know, you look at it, is it right? Is this right for me and for my company? Do I have the resources that could take on this kind of a job? Right. It’s usually a minimum of a year. And and if it’s right for you, then, you know, we thankfully now gratefully have a team that write our proposals because Dana Dana does not have the time, but I sign off on it. And then you start figuring out, you know, there’s a million templates out there and things and start looking at how do we craft a proposal? Because it is a.

Dana Arnett: [00:30:16] Very particular way. I learned very early with the city of Los Angeles. I was in this wonderful small business academy and they said they said, if you miss one signature on your proposal, it is it can be a reason for disqualification. And I’ll tell you, I would lay the proposal out all over the conference room and I would look making sure that every single thing. Right, because it had to be a paper copy. So so I think there’s a particular thing there’s a lot of particulars about it to learn. But and the other thing I want to go back to, there’s a lot of details you can learn and you can also search this or ask a colleague. But is is that people look at it, it overwhelms them. They want to respond. They know they can do it, but they don’t. Right. We thought we had 20 agencies that had to be competing for this, something within Oregon for this contract. In Oregon, there were three of us and we won it. Three people had the time, the energy, the focus to respond. So you think you’ve got all this competition And sometimes we want to to with the county at the end of the year because we were the only ones that wrote, the only ones that took the time. So, you know, there’s a lot of stories that can go on in your head. But if you focus on what you do best and how to share that with and respond properly, there’s a great opportunity there.

Beverly Kuykendall: [00:31:42] I wanted to on the federal side. So I always think about I think in analogies, right? You start telling yourself stories. So where are the best basketball players? Are they in the NBA? Probably not. Right there in Denver.

Dana Arnett: [00:31:59] The way to go.

Margie Mauldin: [00:32:04] Softball.

Margie Mauldin: [00:32:05] That was a that was an easy layup, Beverly.

Beverly Kuykendall: [00:32:08] I’m a straight man, Margie. All day long. Well done. It’s just like in entertainment, right? The best people are the ones that they’re the ones that we see because they have discipline. Their attitudes are correct. They do the hard work. They spend the 10,000 hours. Right. Those are the ones that make it pass the barrier so that we see them in the NBA. So I think of you made me think of that. Dana, Dana, as you were talking about, you know that all of you have only three companies were awarded the contract because they’re the ones that had the discipline and the insight. Now, where do you go to look for where would somebody really get started? On the federal side, it’s called the System for Acquisition Management. Sam.gov, you can go into it, you can look in there, you can put in search terms, you can put in your naches code. I don’t know if we want to get that deep right now, but the North American Industrial classification system.

Dana Arnett: [00:33:06] Don’t go there, don’t go there.

Beverly Kuykendall: [00:33:09] Won’t go there. And also, I wanted to say in the federal government, and it probably exists on the municipalities as well, that you have Apex, which used to be the procurement technical assistance Center, free Resources, Free Services, SBA.gov, Small Business Administration, dot gov, free resources, free information, local offices where you can meet people, sit down, engage with them. The small business development centers also.gov there. So there’s all these free resources where you can start and engage. And so we do consulting, right? For, for, for K we’re consultants, but I always tell people you don’t want to start with me. I’ve been doing this for 30 years. I’m looking for clients that have already done some aspect of federal contracting. I’m not going to fill out a CRM. I’m not going to go out and make sales calls for you. You and I are going to sit down and structure a strategy together and then an execution strategy as well. So start with the free resources and then also for federal look on Sam.gov. And I’m sure there are a number of other portals, but start there so that that to me, that’s a specific answer to the question On the federal side.

Speaker7: [00:34:25] Yeah.

Margie Mauldin: [00:34:26] I totally agree with that. Another first start would be developing your statement of qualifications. My last two government contracts. That’s all they wanted. And they didn’t put out an RFP. They they did interviews and then they made their selection. And that was kind of weird, to tell you the truth. But a lot of people don’t have that basic 1 or 2 page statement of qualifications, and that’s pretty easy to do.

Speaker7: [00:35:04] Yeah.

Beverly Kuykendall: [00:35:05] Well, Margie, maybe for those of us on the phone. Right.

Margie Mauldin: [00:35:09] What I was going to say, if you’re a WBE and part of WEBEC West or part of Webank, there’s there’s lots of opportunities to build that capability statement. Yeah.

Beverly Kuykendall: [00:35:17] Very, very good. Lots of training. I agree and I think so. So in on the federal side there’s something called the rule of two. Margie, you made me think about this, right? This is why I like working with other people. She was saying how the government just made some phone calls. They looked at the at the capability statement and they made a decision. And the federal government, there’s something called the rule of two. So if you are a wosb or a and you can Google it or an ed Wosb economically disadvantaged woman owned small business, then the government, the contracting officer has the option to, if there are two women owned small businesses that can meet the requirement, the government, the contracting officer can just set it aside, call those two, set it aside for women owned small business. But but you have to I don’t think they necessarily do it on their own. You have to understand how to make that certification really work for you. What is it? What? How does it really work? What are the step by steps? And that’s why I think it’s one thing to kind of talk about all the opportunities that are there. And it’s another conversation to say, all right, how do I execute? How do I really engage so that I will see a return on my investment by doing all of this research, by doing all of this study, by going to the conferences and spending the money, how do I get a return on my investment? I think that that’s a separate discussion, and I think some of those questions can be answered through apex sba.gov, sbdc.gov and some of the workshops that I know Rebecca West and Webbank put on.

Speaker7: [00:36:53] Yes.

Lee Kantor: [00:36:55] Now, is it reasonable for a new person to just do this on their own and figure it out? Or is this something that they have to enlist the aid of somebody that’s been there, done that and either, you know, pay for a consultant or or work with a team that has already kind of knows how to navigate this and can be their Sherpa through it, Or is it is it kind of plausible and reasonable for a lay person to just kind of figure this out?

Dana Arnett: [00:37:25] We did.

Dana Arnett: [00:37:26] We did. When there probably weren’t that many resources. We did. My business partner and I just started to read and we didn’t even know what we were going to do with any of it. But we learned, right? We learned and we started small. That’s why we started local, right? Local city. We didn’t Federal scared us, you know, it doesn’t scare us anymore. But, you know, like what’s going on in my community that I could maybe look at and join. So I think it’s possible. But there are, as Beverly stated, so many wonderful resources and then we met with the SBA and then we met with the Sbdc person assigned to us. So we just because it is an understanding, but you want an understanding based upon who you are and who your business is. So having those resources and those those people that are so willing and knowledgeable is a great advantage and it’s important to to have them in your on your team.

Beverly Kuykendall: [00:38:16] And I guarantee you I’ve not met Dana or Margie before, but these are very special women, right? So when you ask the question about, you know, is it just easy to go in, I believe I’m looking at Dana and her body language. Dana could do anything. Margie can do anything. Look, look how sophisticated. Margie They’re like the cream of the crop, right? You already know that already. So they’re. They’re kind of special. And if you’re if you’re doing if you are just kind of curious about it, I say start with the free resources because these women are already. I’m looking at you guys. You guys are so special. If if nobody else is telling you, has told you, I’m telling you, you know that you guys are some awesome women.

Speaker7: [00:39:00] Thank you Beverly.

Dr. Pamela Williamson: [00:39:02] Well, and there are so many free resources. You don’t even you if you have the money to retain a consultant, that’s great. But you don’t even know what questions to ask. And you should if you are a member of the especially we. And I always want to I the old name. I’m still hooked on the old name. I can’t do it. We back west. Um. I can call for advice. I can call for all kinds of things. And one of the prior employees went to a new job and she recommended me for a current contract that I am delivering. And it’s because we had a relationship and we were human. We treated each other as equals, as humans, as women, as colleagues. And it was just fantastic. The amount of knowledge that you can gain. I don’t mind taking some time to answer some questions, but all of those those resources are available, especially at conferencing and those sorts of things.

Dana Arnett: [00:40:22] You said such a great thing. The thing I think is paramount when we all because we all get in in fear between our ears, right about something. We make up a story that’s not true.

Dr. Pamela Williamson: [00:40:31] But every single that down, right.

Dana Arnett: [00:40:35] Every single resource that I have asked for help, whether it’s Web or any other SBA or any resource or colleague

Dana Arnett: [00:40:47] Everybody I know wants us to succeed. Like, why aren’t you know, Dr. Pamela is the best cheerleader of, like, why women owned businesses in that space and why agencies, you know, should take us in. Right. And consider because I think that’s I think that’s the biggest thing. And the other side of that is I also heard and I think it’s so true, is to to not participate with these agencies is you’re holding back your gift. You’re holding back your gift. You have a gift to give. And it’s not like people want what we have and they want us to solve whatever their problem is. So that’s why they need us as well. So I think that’s what, you know, when you’re proposing, and I think it’s a really good way to keep it all in the positive and to keep us motivated to moving forward.

Beverly Kuykendall: [00:41:34] Yeah. And on the relationship side, you know, sometimes I think folks out there, they think they have to wait or wait to be invited. Last year, I got together with six women. I invited them to Washington, DC to have a dinner with me because I thought that there was so much. One was the president and CEO of something called the US Ability one commission, one who is a partner in a law firm. Another one was a contracting officer, high level executive with the VA women that I had already had relationships with, and I wanted them to meet each other. I wanted them so I didn’t have to wait and say, Oh, you know, I don’t get invited. I took it upon myself to sit down and have dinner. I’ve gone into business with one another. One has been promoted to a very high level executive position with a large, well known manufacturing company. And so I’m doing business with her and they’re doing business with one another. You can develop a network of your own and just say, I just want to make sure that you all already know one another. I want you to meet one another. And it that really wasn’t my I was just lonely because I was so isolated during Covid. But it ended up being a wonderful engagement. And now they’ve called me and said, We want to do that again. And I thought, that’s a great thing. I don’t want it to be anything formal. Let’s just go sit down and have dinner and chat. Ladies.

Dr. Pamela Williamson: [00:43:00] I want to go. I’ll go.

Beverly Kuykendall: [00:43:02] I love it. I love it. I’m going to hold you to that.

Dr. Pamela Williamson: [00:43:08] I would like to add one other thing. And let’s say you do your statement of qualifications. You find a contract small and you you write your proposal and you win it. That is your first opportunity to outwork the competition. You all my mantra, I’m getting it back now, but is always do more. We agreed on four meetings. We’re doing six. We agreed on this timeframe and this depth. We’re doing more. And nothing is more fulfilling than your client getting their first document from you. Your first report and saying, Wow, this exceeds my expectations by. 100% finished with this contract. Now I went, Oh, no, no, no, no, no. We got more. But it only takes 1,015% to work harder on to first class. It’s just. It’s not that hard.

Beverly Kuykendall: [00:44:24] And think about it for clients and contracting officers, right? First of all, we talked about relationships. So maybe there’s a multi-million dollar or a multi-billion dollar contract that’s out there on the street. So the government does what’s called matrix, multiple award task order contracts matrix, and they’ll award a contract to maybe ten, 15 companies. And that contract may be worth $1 billion or, you know, over a 5 to 10 year period. But you’re one of the contractors on that contract. So now you have a way for the government to buy. But if you can, there’s something if you can do great work and you record that, you’ve done that great work during the course of that contract, the government also has something called the Contractors Performer Performance Assessment Rating System, Cpars. It’s a public the contracting officer ranks you within that system. Cpr dot gov you can get there, they rank you within that system. And then for the next contract, rather than ask you for a reference, they’ll go into the cpars to see how you were ranked by that contracting officer. And so what Margie, you reminded me I do quarterly reviews so that I show what we’ve shipped, what what it was like, what our fill rate was, how many did we actually deliver based versus how many they actually ordered, who we engaged with.

Beverly Kuykendall: [00:45:55] If we did something great, if we got a compliment. All of that is recorded and that goes into the quarterly review and you can do that even as a federal contractor. So, you know, one of the things that we do is we want to make sure that we’re communicating with you. And and you would be surprised sometimes I have a meeting. I have a contract with the United States Army Medical Materiel Agency for medical repair parts for capital equipment. I go in to the meeting and they have all seven of their buyers at that meeting. And they gave me some information. That wasn’t the Margie’s point. Humbling. That wasn’t good information, but I needed it wasn’t a good report on us, but it gave me the opportunity to hear it, to go back and to fix it. So definitely engagement definitely reports and make sure that you find a way to stay engaged.

Dr. Pamela Williamson: [00:46:44] I’ve got a that’s a wonderful story that demonstrates the power of the the portals and the information that’s gathered. In fact, I want another computer so I can go on and see if we’re listed. But this is my question. Is it, um, is it appropriate to ask the people that we have done work for to go on and complete that, or do they do that as a matter of record?

Beverly Kuykendall: [00:47:14] So if in federal contracting it’s they will send it to you and say, Margie, we have a we you’ve had contract number Abcdefgh we’re giving you a ranking and then you go in, you see how they’ve ranked you and then you can actually respond. So it’s specific to government contracting. They actually go into it and then have you let you inform you that it’s there and then you go in and you respond to the cpars. So that’s I think that. But the way that you’ve worded it, I still think that’s a really good thing that you can still do and say, Would you write me a separate reference? Sometimes government contracting officers don’t necessarily want to do that. Um. Okay. They don’t necessarily want to do that. But you can always I always say if you don’t ask, you don’t get.

Speaker7: [00:48:05] Right. Right.

Beverly Kuykendall: [00:48:06] Perfectly All right.

Dr. Pamela Williamson: [00:48:08] And what was the name of that again? Beverly.

Beverly Kuykendall: [00:48:10] The contractor’s performance assessment. Rating. System. Cpars And if you’ve ever had a government contract, they will give you your ranking and say how you’re doing, the status of the contract, and you have an opportunity to go in and agree or disagree. And what I’m training companies to do is don’t just check a box. Somebody said that earlier. Don’t just check a box. You go in, they give you some of like 15,000 characters and you can write. This was a great experience for my company. Here’s what we did. We helped them solve this problem and make that cpars work for you.

Lee Kantor: [00:48:50] Now, before we wrap, I think it’s important for the listener if they want to connect with each of you. I’ll start with you, Beverley. Can you share a little bit about maybe your ideal prospect and the website and best way for someone to connect with you?

Beverly Kuykendall: [00:49:06] Leigh I love that question. Ideal prospect for, for me, there are companies that have done business in the federal government before. We generally work with companies that are $30 Million in revenue and above. So they’re a little bit larger. They’re not they’re still considered small, right? Because small is based on your NAiCs code, a whole nother conversation. So those that have been involved in the federal sector before. I also like to work with companies that potentially have feet on the street who can actually make sales calls and or be involved. If I were to bring an introduction to the table, I can be reached at. The name of my company is Kuykendall Associates and I’m Beverly at CA llc.com. Beverly at K a llc.com. And what I try to I try to engage in some training um whenever I’m asked and I don’t charge for that but and it’s I just really want people to have the information and right now that executive order, you know, the administration might change in a couple of years and all that money is going to be left on the table. That’s my biggest fear. So I want people to be able to understand executive Order 13985 and how to take advantage of it. Thank you, Lee.

Lee Kantor: [00:50:17] And Margie, if somebody wants to get a hold of your book Feedback Revolution or connect with you or somebody on your team, ideal prospect and the website and contact information.

Margie Mauldin: [00:50:29] Ideal prospect for me would be since we’re talking about government agencies, um, agencies that are changing their culture. Agencies that are have conflict in their organization. For instance, the return to work conflict is just killing people and killing leaders. That’s a wrong word. It’s it’s very hard for people to do that. Um, my book is on Amazon. You can find it, you can get it on Kindle. Um, and my I can be reached at Margie Margie I dot Malden m a u l d i n at executive forum dot net and the website is executive forum dot net.

Lee Kantor: [00:51:31] Dana for folks who want to get a hold of you and others at wicked bionic can you share ideal prospect and your website and contact?

Dana Arnett: [00:51:42] Absolutely.

Dana Arnett: [00:51:43] Thank you for asking. You know, wicked bionic. We say that we connect millions of diverse consumers to products and services and initiatives that changed their lives. I think that really sums up the work that we do. Our ideal client is is in the government space, but I will say even more than that, we are always looking for other diverse partners. My goal since last year is to have a partner in every state and that might be a public relations person. That might be a transcription company because we can expand to other states if we have partners in there that if we have people that we can partner with that allow us that in in that state. And there’s, you know, state by state we see so many. So we actually have a spreadsheet that we send out. So if somebody wants to make contact to be a partner in ours, but you have to have already been in the government space in any form of government, because I think, as we’ve all said today, it’s a very different understanding. My email is Dana Dana at wicked bionic.com my website wouldn’t you know wicked bionic.com and so yes happy happy to speak to anyone or help in any way so I appreciate the ask.

Lee Kantor: [00:52:57] Well Pamela great show big a lot of big takeaways today.

Dr. Pamela Williamson: [00:53:03] Yeah, it was a ladies, thank you for a fantastic dynamic show. I’ve taken so many notes. There were so many nuggets. But the one I want our listeners to take away from is, you know, if you have not considered or considered government contracting and you are now interested in taking that leap, you know, take advantage of the free resources that are out there. And those range from sam.gov, the Sbdcs in your local area or the SBA. So, you know, start there. And we hope that this information was valuable. So, Leah, I’ll send it off to you to close out.

Lee Kantor: [00:53:46] All right. This is Lee Kantor for Dr. Pamela Williamson. We will see you all next time on Women in Motion.

 

Tagged With: Executive Forum, government contracting, Kuykendall and Associates, Wicked Bionic

Maiya Newton With DuffleBox

July 21, 2023 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Maiya Newton With DuffleBox
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As a former student-athlete a part of Georgia State’s Track and Field and Cross Country teams, Maiya Newton felt like she needed more things to help supplement her workouts so DuffleBox was born.

Connect with Maiya on LinkedIn.

 

What You’ll Learn In This Episode

  • Balancing her 9-to-5 as an Entrepreneur
  • What being a former athlete has taught her about entrepreneurship
  • Challenges
  • What does the future of the business look like
  • Other things she is doing to stay in a healthy mental state

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Atlanta Business Radio. Brought to you by on pay. Atlanta’s New standard in payroll. Now, here’s your host.

Lee Kantor: [00:00:24] Lee Kantor here, another special edition of Atlanta Business Radio. This is the GSU radio show where we spotlight all the good work that’s happening at GSU and especially the folks that are involved with the Main Street Entrepreneurship Seed Fund. And we have another person right now that is going through that program. It’s Maiya Newton and she’s with Duffle Box. Welcome.

Maiya Newton: [00:00:50] Oh, thank you so much. I really appreciate.

Lee Kantor: [00:00:51] It. Well, I am so excited to learn what you’re up to. Tell us about Duffle Box.

Maiya Newton: [00:00:56] So duffle box is a subscription box for athletes. It has about five different items, 5 to 7 items ranging from nutrition to supplements to clothing. Everything that an athlete needs to really enhance their performance. So that’s a little bit about it. And I really I started it back in 2019. I had the idea because I actually ran track and cross country here at Georgia State. And one day after practice, I went up into my room and I realized that I needed a lot more things to help supplement my workouts. And so that’s how I came up with the idea.

Lee Kantor: [00:01:29] So was the idea like you maybe were familiar with other box subscriptions and you’re like, Hey, how come there isn’t one for athletes?

Maiya Newton: [00:01:38] Well, it was more like at the time subscription boxes were really popular. At the time, I didn’t really do much research on other subscription boxes for athletes, but I didn’t know about like Fab Fit Fun and, you know, the subscription model in general. So.

Lee Kantor: [00:01:55] So when you have the idea, then what do you do with that idea at that point?

Maiya Newton: [00:02:01] Well, so I started I formed the LLC, and then for a good little minute I had analysis paralysis where I was just kind of like working by myself and I didn’t know, like the next steps. So I really didn’t start until 2021 with like getting my sales and everything like that. But from 2019 to 2021, I kind of joined like other incubators. I did like a grant program where I was I was able to get some funding, a little bit of funding, and then that’s pretty much what happened. So yeah.

Lee Kantor: [00:02:30] So when you have the idea, did you like as the person that founded the company, you are kind of the curator of the box, right? You have you get to decide what goes in the box.

Maiya Newton: [00:02:42] Yes, correct.

Lee Kantor: [00:02:43] So how did you is that where did you begin with. Okay, let me curate a great box and then let me try to sell it. Or did you try to see if anybody would buy it first and then curate what goes in it?

Maiya Newton: [00:02:57] Um, that’s a great question. I think the first thing that I did was I put a group of people in like a group me and then it was supposed to be like a tester box, which was really ugly. When I first put it out, it was really small. And I just put this these basic items in there. But then once I sent it out to people, I called them back and I asked them like, what did they like about this? Or what? What would they change about it? But it was still going out to customers. And then the next box was my February box. And that was more of a a better trial run type of box.

Lee Kantor: [00:03:30] So yeah. Now at what point did you start getting some traction where people were like, you were thinking, Oh, people will pay for this if I put the right stuff in there.

Maiya Newton: [00:03:43] So I actually started selling on Amazon. And then I also did this partnership with Fit Bod, which is a personal fitness app, and we were able to give our subscribers like a year free with that membership. So that really started generating sales. It still wasn’t a lot of sales, but that’s really where I was like, okay, I can, you know, actually improve my sales and really be a business.

Lee Kantor: [00:04:05] And something like that’s a digital product. So like, were you putting a card in there with like a code that gives them a membership?

Maiya Newton: [00:04:13] Yeah. So I had a code and it said like maybe duffle box 20, 21, and then they were able to get their the Fitbit app for free. So yeah.

Lee Kantor: [00:04:22] And then, so then was it difficult to go and kind of curate other products like because you had to keep your costs low so you have some margin for the marketing and the production and the shipping of the the box. Right. Mhm. So was that was it difficult to find stuff to go in the box that was affordable and had high value?

Maiya Newton: [00:04:47] Yes, definitely. And that’s still something that I’m trying to work out now. So I’m glad that I’m in this program to kind of help me figure that out.

Lee Kantor: [00:04:55] So, like, how do you even go about deciding or finding the next thing that goes in next month’s box?

Maiya Newton: [00:05:03] So basically you’re supposed to kind of plan per month. Well, technically, we have like a monthly box and a quarterly box. Um, but I’m just still trying to figure that part out. Like how, how I want to go about planning certain boxes. And I think in the future, the boxes are supposed to be separated by sport. Um, so really trying not to kind of put the same products that was in the last box in this box. It’s been a challenge, so I’m still trying to figure that out. I haven’t had like a concrete plan just yet.

Lee Kantor: [00:05:38] Now, are you are you kind of communicating with your customers to see what they would like or they’re asking for? Or is it something that you are kind of trying to guide and lead your customers?

Maiya Newton: [00:05:52] Um, yeah. So we’re actually doing customer discovery right now in the program. So I’ve been like setting up tables at Unity Plaza and trying to go to gyms and just different events and try to talk to my customers and just kind of. Saying like, Hey, what do you think about this? But really not trying to give them too much about the the actual product since that’s the way they were leading us. So I’m just trying to figure out like what their current behaviors and patterns are and then we’ll go from there.

Lee Kantor: [00:06:19] Now, is your customer the collegiate athlete or like kind of a semi-serious or almost professional athlete, or is it a regular person that just aspires to be into fitness?

Maiya Newton: [00:06:31] So right now we have three different target segments, which I’m trying to, you know, get it down to about one. So the first customer segment is coaches and ads or coaches and trainers. And then we have athletes that are more professional between the well, sorry, college athletes and teams that are more professional athletes. And then we have your regular like gym goers or athletes between the ages of 18 and 34. So.

Lee Kantor: [00:07:00] So. So it’s geared towards serious athlete. It isn’t for you know, the person that just is that wannabe fitness person.

Maiya Newton: [00:07:09] Well we do have a lot of customers that are, um, they’re just a regular gym goer, um, regular everyday kind of athlete. And then we also do have teams that we’re trying to market to too, but we’re trying to get the, the target segment down. So it’s for.

Lee Kantor: [00:07:26] Both. Now has, has kind of being an athlete and having that discipline and the mental toughness helped you, you know, with your entrepreneurship is that some are those traits kind of transferable to entrepreneurship?

Maiya Newton: [00:07:40] Yes, definitely. So I feel like the main trait that being an athlete has taught me is resilience, just to kind of continue to keep going because entrepreneurship is really hard and it’s not fun, especially it’s kind of lonely at times. So, um, yeah, it’s definitely taught me how to continue to keep going and, you know, don’t quit when it gets hard.

Lee Kantor: [00:08:01] Now what was kind of the first hurdle that, that you overcame like that, You know, you were at a point where things were going and then all of a sudden something happened and then you’re like, oh, do I really want to be doing this? Yes.

Maiya Newton: [00:08:13] So I was living in Memphis. I actually moved from Atlanta to Memphis once I graduated college and I started working at Fedex. So kind of balancing a full time job with entrepreneurship is one thing. But I was in Memphis. I had my little office at the house and I started getting a little bit of traction. But then Covid happened and I wanted to move back from Memphis to Atlanta, and I didn’t know how to, like, keep a business going while you’re like moving. So that’s really another reason why I kind of stopped the business for a year. So that was something major that I’m still now trying to like implement. Like if I move, how, how our operations going to keep going.

Lee Kantor: [00:08:53] So yeah. So when you were struck with that kind of dilemma, how did you overcome some it was it did you have other people you talked to? Do you have any mentors? Did you have anybody that can give you advice or did you just kind of power through?

Maiya Newton: [00:09:09] At the time, I didn’t really have anyone to talk to. I just kind of stopped, stopped at all. And then I moved back home and then I just kind of tried to keep it going. But then I ran into Miss Erika Bracy here at Georgia State, and she was like, Oh, we’re going to have another, um, another program. So then I applied to the program and I got in. So they’ve definitely given me mentors now where I can say, okay, like what? What happens if this happens? Then how can I keep the business going? And now I have more people to like talk to and bounce ideas off from.

Lee Kantor: [00:09:44] Now having that kind of support, is that been kind of a game changer for you in terms of now you feel like, okay, now this is manageable? I have some structure now. I have kind of a team around me that can help me kind of make this as big as I want it to to be.

Maiya Newton: [00:10:00] Yes, definitely. Now I have three mentors, so there’s two that are they’ve either like worked in sports or like currently working in sports or they’ve won grant programs. So that’s super helpful because when you’re an entrepreneur, like I said, it can get really lonely and like you can be at home crying because you don’t know like what’s next or what to do. Um, so yeah, it’s definitely been a lot helpful.

Lee Kantor: [00:10:25] Now, do you have anybody else in the business with you or is it just, you.

Maiya Newton: [00:10:30] Know, it’s just me? So me at home making the boxes, trying to plan boxes, um, shipping them out. But it really helps because I can learn like every aspect of the business. I can learn like shipping and how much things are supposed to cost and, and marketing. So that really makes me well-rounded and I really like that.

Lee Kantor: [00:10:50] So your business is an online business. Do you have a technologist that helps with the website or the marketing, online marketing, digital marketing or that you also.

Maiya Newton: [00:11:01] So that’s me majority I did use I think it’s fiber.

Lee Kantor: [00:11:05] Fiber, fiber, yeah.

Maiya Newton: [00:11:07] Yeah. Fiber to um, to create like the logo and do the website and stuff like that. I’m actually in the process of rebranding as well, so I’m going to need that again. Um, and then I did do, I hired a marketer at one point where they like posted, you know, a couple of photos and were maybe able to increase my followers on Instagram. But that was like a one time thing and it wasn’t the most helpful. Um, so I’m majority doing that as well and trying to improve marketing as well.

Lee Kantor: [00:11:36] Now, being a former student athlete, were you, were you around during that the period of the nil, you know, licensing deals or.

Maiya Newton: [00:11:47] I wasn’t, unfortunately.

Lee Kantor: [00:11:49] So you missed out on that? Yeah. Is that is that an area you’re going to pursue for the current crop of athletes that are out there that. Where they can be partners with you or ambassadors?

Maiya Newton: [00:12:03] Yes. So that is one of the strategies that I’m going to do or focus on, especially when it comes to like TikTok and Instagram. Actually, one of my mentors told me about one of these websites. I forget the name of it, but we’re going to use that to really reach out to the athletes and they can, you know, do an Instagram post or TikTok post or possibly be like a partner. So, yeah.

Lee Kantor: [00:12:27] Yeah. So you’re so you weren’t able to take part in it, but you’re going to be able to leverage it for your company. Yes. So what how do you see this going? What’s your dream of dreams on how this story ends?

Maiya Newton: [00:12:43] So I’m still coming up with goals and everything like that. But one thing I do have in my mind is that I want to have, like, a warehouse. Um, I don’t know if you’ve ever heard of Saltbox, but I definitely want to get my business in there and just really generating revenue and just making it something that’s operational, something that I don’t have to necessarily touch and just really have a huge influence on athletes and then also giving back to the community. So that’s my my goal for now. And then, you know, as I progress, then I’ll be able to get more goals.

Lee Kantor: [00:13:14] Now is part of the dream for serving the athlete community? Is it to help them? Like, are they going to be able to kind of make money off this too? If they are an ambassador, they can earn or maybe an affiliate that they can make some extra money by promoting it so that it becomes a win win win all the way around.

Maiya Newton: [00:13:31] Yeah, definitely. That’s something I would want to have in the works, especially if you’re an affiliate. You definitely would get a portion of the profits or whatever like that. Um, so yeah, that’s definitely in the works.

Lee Kantor: [00:13:42] Now, in the Box, you mentioned that there was a digital app membership and there was, there’s stuff in the, in the like stuff an athlete could use obviously in the box as well. Is there anything in the box that maybe touches onto mental health or maybe other other needs of an athlete that isn’t maybe obvious?

Maiya Newton: [00:14:07] We actually don’t have anything in the box right now for mental health. But it’s interesting that you just said that because I was talking with one of my coaches and he was saying that mental, mental health, health is a huge thing that he wants to touch on. So I definitely want to figure out ways to kind of implement that in the box, whether that’s maybe like a free therapy, like how we did the fit Bod, maybe free therapy or like a journal or something like that.

Lee Kantor: [00:14:33] Yeah, because you want to touch the athlete, the whole athlete, right? Not just their physical skills.

Maiya Newton: [00:14:39] Yes, definitely.

Lee Kantor: [00:14:41] So what’s been your favorite part of going through the Main Street program?

Maiya Newton: [00:14:45] My favorite part. Um, the people are really helpful. So like my team members, the people in the cohort, they’ve been super helpful. We’ve like actually gone out outside of the program and like been able to help each other. So that’s really fun just to know that you’re not alone in, like, entrepreneurship. Um, we started doing customer discovery, so that’s really, it’s challenging. So it’s interesting to know, like to start talking to people on the street or customers potential customers. That’s really scary. So that’s not really fun, but it’s just fun to learn more things.

Lee Kantor: [00:15:24] Now when you’re having those conversations with potential customers, have you learned anything that you’re like, Oh wow, I hadn’t thought about that. That was surprising. Yes.

Maiya Newton: [00:15:34] I’m learning a lot and I’m trying to, you know, get all the data correct. But basically I’m trying to present to them a hypothesis. And our hypothesis is like. Athletes are not willing to change their current routines and purchase products that help improve their performance. And so a lot of people are having a lot of different things to say about it. Some people are saying it depends. Some people are saying yes, some people are saying no. So that’s one thing that’s really interesting is trying to figure out. If they agree with that or if they don’t. So and it’s also Well, yeah, one of the biggest things that I’ve learned is talking to the coaches and the ads is about like how they get their money and how they can spend their money. And if they would want a product like this or they’re telling me that the trainers really influenced their decision. So that’s a huge thing that I’ve learned, right?

Lee Kantor: [00:16:28] Because for athletes at that level, you know, just an incremental improvement of 1% is a big deal.

Maiya Newton: [00:16:37] Yes, very. Yeah. So they’re just saying that like if a trainer recommends like a supplement or this product, then they’re more likely to use it. Um, so yeah, yeah.

Lee Kantor: [00:16:49] I mean, it’s just really interesting when you’re dealing with athletes at that level, they just want an edge, you know? Yeah, every, every little bit matters because that all adds up. And that could be the difference between winning and losing.

Maiya Newton: [00:17:03] Yeah, definitely.

Lee Kantor: [00:17:05] So what do you need more of at this point? How can we help you?

Maiya Newton: [00:17:09] Um, this is definitely helpful. Just someone to talk to and get bounce ideas off of. That’s definitely helpful. Um, so, yeah.

Lee Kantor: [00:17:19] And if somebody wants to learn more about duffle box, is there a website or is their online presence?

Maiya Newton: [00:17:25] Yes. So you can go on to w-w-w dot boxscore right now if you log on to it, there might not be a screen. I don’t know why I’m trying to figure that out, but we’re actually rebranding right now, so everything should be up and running by November. Um, so yeah, that’s where you can reach us at. And also duffle box on Instagram, Twitter, all of the platforms.

Lee Kantor: [00:17:49] And then if somebody wants to subscribe, they can subscribe. Or are you taking subscribers at this point?

Maiya Newton: [00:17:55] Um, not at this point. They can actually. I’m going to create a landing page.

Lee Kantor: [00:17:59] It’s like a waitlist.

Maiya Newton: [00:18:01] Yes, a waitlist. So you can do that on our website. And then also we are going to be launching back on Amazon in November as well. So, yes, I’ll go ahead and create the landing page so you guys can go ahead and subscribe.

Lee Kantor: [00:18:14] Well, congratulations on all the momentum. What you’re doing is really hard and it takes a lot of resilience, as you’ve learned, and a lot of dedication and a lot of hard work. So congratulations on that. You’re doing important work and we appreciate you.

Maiya Newton: [00:18:29] Thank you so much. I really appreciate it.

Lee Kantor: [00:18:30] All right. This is Lee Kantor. We’ll see y’all next time on GSU indie radio.

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Tagged With: DuffleBox, Maiya Newton

Marching Band, Entrepreneurship and Politics: The Inspiring Journey of Kathy Eshelman

July 15, 2023 by John Ray

Inspiring Women PodCast with Betty Collins
Inspiring Women PodCast with Betty Collins
Marching Band, Entrepreneurship and Politics: The Inspiring Journey of Kathy Eshelman
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Kathy-Eshelman

Marching Band, Entrepreneurship and Politics: The Inspiring Journey of Kathy Eshelman (Inspiring Women, Episode 59)

From first female elected as President of the Texas Longhorns marching band, to founding Grade A Notes, to advocating for women-owned businesses, to running for political office, Kathy Eshelman has had quite a journey, and there’s more to come. On this edition of Inspiring Women, Kathy discussed her career and what’s ahead for her with PatrioticJewelry.com with host Betty Collins.

The host of Inspiring Women is Betty Collins, and the show is presented by Brady Ware & Company.

Betty’s Show Notes

Kathy Eshelman, a natural problem solver, collaborator, decision maker, enthusiastic team player, and an exceptional communicator with an entrepreneurial spirit, is my guest on this episode. During the podcast, Eshelman shares her experience in founding Grade A Notes, a note-taking service for students, at the age of 25, with $30,000 in investments from friends and family.

The business eventually expanded to six different locations across the country and sold custom course packs to over 100 universities. Eshelman’s entrepreneurial spirit led her to be appointed by the White House to the WSBA’s National Women’s Business Council and to serve as the PTO president of Junior Achievement. She holds a degree in journalism from the University of Texas in Austin and was the president of the Longhorn marching band for two years.

Eshelman represented the Women Presidents organization on the National Women’s Business Council, which aimed to provide information and support to women business owners. She ran for state representative in Ohio, receiving support from her Women Presidents organization and political friends, but ultimately lost by a few votes due to political maneuvering. However, Kathy encourages women to run for office and get involved in politics, as it can have a significant impact locally and nationally.

Kathy reveals her struggles with finding the courage to pursue her business dreams. She plans to relaunch her jewelry business and make it a real ongoing business.

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 Insights 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

[00:00:00] Betty Collins
So today we have a great guest on inspiring women, and her name is Kathy Eshelman and she is a natural problem solver. Aren’t all women right? But she’s very accomplished. I mean, her I can’t even read her whole bio. There’s so much here. It’s just amazing. And I know in her questions we’ll talk about it and get through it. But she’s a collaborator, which we need today, a decision maker, very enthusiastic team player. She’s exceptional with communication skills and her entrepreneurial spirit certainly thrives. You’re going to hear about that today. She’s she served as the PTO president of junior achievement. But also, this is a big deal to me is the White House appointee to the SBA’s National Women’s Business Council. I’ve been to Washington, D.C. once with Nabo, and it was the coolest thing. And we got to see some of this. And that was in 2019. You hold a degree in journalism. You’re from the and you went to the University of Texas or in Austin and you were the president of the Longhorn Marching band for two years. I love that. There we go. You played tenor sax. Do you still play?

[00:01:10] Kathy Eshelman
No, no.

[00:01:12] Betty Collins
No, I don’t. I don’t. The marching band is significant because she she marched in the inaugural parade for President Ronald Reagan and Vice President George Bush. And that was probably a big highlight. That would have been a cool, cool. It was amazing. Part of. Absolutely stayed.

[00:01:28] Kathy Eshelman
Stayed in the barracks in Quantico. Oh, my God. Yes. That’s awesome. It was really an amazing trip. Oh, well.

[00:01:34] Betty Collins
But and what’s great, of course, with inspiring women, we’ve talked we have so many listeners who are all about entrepreneurship. I mean, we have many of you are in business as well. But she owned her own business and you started a business at age 25 and you raised 30 million, $30,000, not 30 million, but 30,000 to start grading notes and then build it into a $1.8 million enterprise. That’s very impressive. You also have something called patriotic jewelry.com. That’s going to be fun to talk about. And you served as the vice president of membership for the Ohio Chamber of Commerce, where her team earned two national sales awards for member retention. So that’s really cool. You have a lot of passion. I think this is brave. You ran for the Senate. Anyone who’s in politics I think is brave, especially today. So we’ll maybe we’ll probably get into that as well. And you were featured. You were a Weld calendar. I was as well in 2020, the year of the pandemic.

[00:02:36] Kathy Eshelman
One was quite a long time ago, but I was still Miss August.

[00:02:39] Betty Collins
There you go, Miss August. I was. I tell my kids I was Miss December. They hate it when I say that, but.

[00:02:44] Kathy Eshelman
My family does too. I still do.
[00:02:46] Betty Collins
It. But you were also in the Columbus CEO magazine as boss woman and other media, including TV, newspaper and magazines. So we’re just going to connect and we’re just going to start right in. We have so much in common and so much synergy. I think today’s podcast will just be energy. You’re going to love it. This is a person who has an amazing resume and a lot of insight for us, but certainly I couldn’t even read. Your whole bio was crazy. So you certainly don’t allow any grass to grow under your feet. When you were 25 years old, you started a business and you founded Grade A Notes, as I said, was a $30 Million $30,000. Can you tell us what possessed you to follow this route at such a young age?

[00:03:29] Kathy Eshelman
Yeah. So it’s kind of like the horse trailer story from Texas, right? So my I went to school at the University of Texas and they had a note taking service. And I just thought it was fantastic. I thought it was ironic a little bit, too, because getting a journalism degree, you know, yeah, I was buying somebody else’s notes, but they were very affordable. And for me, they were just a supplement to you.
Make sure you kind of had every bit of information you could just to succeed in your classes and do well. And so from that, I decided, you know what? I’m going to I’m going to do one similar. So I looked around and the gentleman that owned that one was kind of doing some other universities in Texas and surrounding area. So I thought, Well, I’m going to get out of his hair. I don’t want him to feel any kind of competition. So I did some research. And Ohio State was the largest university in the country that did not have a note taking service. Wow. So that, you know, I don’t know how much deep research that was, but it was enough for me to loan my dad’s horse trailer, you know, come up with my. Yeah. And we, you know, my business partner’s dad drove us up. I mean, we were young, right? So. Yeah, Yeah. And I had got a friend of mine I knew from Longhorn Band to join me. He was fresh out with a advertising marketing degree, I believe, and thought I need a first job. Sure, I’ll go do it. Let’s do it. I don’t think he knew he was going to be getting ink under his fingers and printing a lot of things, but we had a really good time and got it off. Got it off the ground.

[00:04:52] Betty Collins
Well, what’s interesting to me is you knew Ohio State was the only school in the country that didn’t like large universities. You didn’t have. The Internet to Google. So you had to do your homework. Good point for sure. Right. And the other the other thing that’s interesting is back then, I mean, today, 25 year old young women start businesses, right? Absolutely. At that time, did you find that the glass ceiling was a real thing, all that, or was it did people not take you serious? You’re just some young girl. Your dad must have money, all that kind of stuff. You know, I think there.

[00:05:22] Kathy Eshelman
Was a little bit of that, but I didn’t feel like it was any kind of real negative.

[00:05:27] Betty Collins
It wasn’t a barrier for you?

[00:05:28] Kathy Eshelman
No, not at all. I mean, my dad always owned his own business. And so I think growing up and I thought that’s what I’m going to do on my own business. I mean, I just that’s what I saw. Right. He went to work for himself every day. And I just thought, I’m going to do this. My my mom thought I was a little crazy and she probably was a little right. But, you know, my friends and family, we put together a business plan and they invested $30,000 with us. And we were able to just move up here and open a checking account. You know, get an apartment, and you just start finding note takers. I often say people, you know, how do you do the marketing for that? Well, it’s one of the few businesses where, you know, where 100% of your clients or prospects are at any given time. So we we would take like notes the first day, have our note takers take notes. And then we had a little template that just said, get these notes at grade notes.
And it was brand new. So that was the kind of a little bit difficult thing I didn’t expect, is that you had to kind of explain to these students what this was. So it’s kind of like customized Cliff notes. Yeah, but we would literally go over there and stand at the entrance of the doors and people would come in and, hey, you can get lecture notes for this class, you know? So just really. Wow. Yeah. It was a it was a and it started taking off. You know, students didn’t have all the, of course, social media and everything now but they definitely still word of mouth spread pretty big. Sure.

[00:06:48] Betty Collins
Yeah. So you had an idea, you had a passion, you’re using your degree and now it’s reality. But how long did it take? Probably to really like, I can actually pay my rent. You know what I mean? Because a lot of entrepreneurs was young that are listening right now are thinking, Oh, I can just jump and do that. But it does take it does take some time.

[00:07:06] Kathy Eshelman
And it definitely took longer than I thought. Yeah. But again, you know, you’re 25 and you just I’m going to go do this. Right. And I you know, I think really it was probably I started in 87, so probably about three, four years before I could to pay the rent. But one of my business partners, one of my business partner, I had shareholders also, but the business partner, he actually, you know, kind of paid some of those bills. That was kind of his commitment. So I have a place over my head, a roof over my head.

[00:07:33] Betty Collins
No, but sounds like you thought it through. But that’s awesome. At 25 years old.

[00:07:37] Kathy Eshelman
We ended up opening six different locations across the country and physical locations. And what ended up being our best when, I hate to admit, was that at the University of Michigan. Sorry. That’s okay. Maybe they just need more notes up there. I don’t know. Could have to do with it.

[00:07:53] Betty Collins
Yeah, they’re just lazy. They want someone else, right? That’s right. I mean, I don’t know.

[00:07:57] Kathy Eshelman
They were, you know.

[00:07:58] Betty Collins
But you were. But you went to six different states because that’s that’s a task in itself. Not today. Today you can be in six states like it’s nothing, Right? Especially with the pandemic. Everything shuts down. You’re now we’re all on Zoom calls doing our thing. Back then it was you traveled and and or however you had. We did it.

[00:08:15] Kathy Eshelman
We traveled. You know. Absolutely. You know, we actually went we went Athens was our first our second location. And then it’s a longer story. But basically the bookstore at the University of Michigan, I got to know one of the VP’s of that bookstore chain. And they thought and I thought I kind of proposed to him, What if we put our grading notes store like in the in your store? So it’d be like a little satellite. And so I just that ended up being a wonderful idea. I mean, they, you know, they got their percentage and they took care of all the little expenses I had no, you know, the percentage was beautiful. Yeah. It was really a great thing. And that’s probably why the Michigan store ended up being so successful because that was a different model. Yeah, but we ended up with a University of Nebraska, Michigan State, University of Arizona. Anyways, it was it was wonderful. And then beyond that, we started doing custom notes. I mean, like custom course packs people might know them from getting them at a Kinko’s maybe. Yeah. And so we put those together and bind them and sell them to the students in the classes. And that’s how we went to doing over 100 universities. We sold them through bookstores all over the country. So that was that was fantastic.

[00:09:14] Betty Collins
Wonderful. Well, this year’s theme is courageous, being actually courage and being courageous. That’s a lot of courage. At 25, you know, when I was 25, I was already having kids. I wanted someone to be the employer and give me a check. I didn’t want to write the check. I didn’t want to, you know, do all the things. And so to me, when I hear someone that starts something like that, I. You can’t go back, man. If you’re 25 and you’re listening or you’re even 30 and you can go, I got this right. Don’t, don’t wait till you’re 38.

[00:09:47] Kathy Eshelman
Especially till you get more and more bills and house expense and children and. Right. You’re right. I just was.

[00:09:53] Betty Collins
You were courageous. You had a lot of courage back then to do something like that. Thank you. Maybe go. Oh, kind of sound like. To you is just like wearing going to earn my living. But to two people, watch it or hearing your story, it’s different. It was really awesome. Well, you’ve been the PTO president, a junior achievement teacher, but also a White House appointee to the SBA’s National Women’s Business Council. Those are huge things. Junior achievement is a big deal. I love Junior Achievement. It’s such a great thing. I wish there was more of it. I do too, you know? And it’s funny, as I’ve gotten involved with a little bit of university things, I spoke at a group of kids who their major was entrepreneurship. I love that When that went in the 80s, wouldn’t that have been great? We would have had. Right? And now they actually have it. But and then to be on the National Council, I’d love to hear more about that.
But have you always considered yourself a leader?

[00:10:48] Kathy Eshelman
I don’t know that I consider myself one, but I do like to be in charge. Yep, there you go. And I do love working with people and what I hope to think is motivating them and and I know like at great notes, we were, you know, I told everybody to treat it like a Jerome business. And when you empower people like that, they really do a fantastic job, right? I mean, we had a few full time people along the way, but we mostly had students that were either working in our store, you know, just as clerks or the note takers. A lot most of them were all just like seniors or grad students taking the notes in the class, maybe a TA. And then we had a couple of we we called him Father Time. I think they had a father time down, down at Texas. Also just an old guy, gray hair. Just I mean, he and he just wanted to sit in on classes. And we had a woman like that too, had been a retired teacher, so they were awesome because they would take 3 or 4 classes. And of course, their commitment was high. Right. And they really wanted to learn it. So they really took great notes.

[00:11:44] Betty Collins
Well, I mean, I look at leadership is if people follow your leader, I mean, to me that defines leadership. You can have titles, you can be in charge, you can do these things. If you don’t have a following, you’re really you’re not leading. So, you know, as a leader, what did you get to do with this SBA council?

[00:12:02] Kathy Eshelman
Well, it I actually represented the Women Presidents organization. I was a member of that. It was started in it started in New York City. A woman started it there. And then it was like a peer advisory group. So you’d meet like once a month and like a max of 25 women in it. And they were all had to be presidents of businesses that did at least $1 million in sales. If you were service based and 2 million of your a product based. So I barely snuck in at that point where we were. Right, right. But you got in that ended up being just one of the most I mean, some of my very best friends are from the WPA. Yeah. So the WPA held a seat on the National Women’s Business Council. There you go. And so Marcia Firestone, the founder, actually asked me if I would be willing to do it. She knew I was very involved and I loved it. Be anything. Yeah, this wasn’t really political, but it still was in that government public service. Yeah. So the greatest thing I think that happened was we had they had never taken the taken the information out to the people, if you will. So Tami Longaberger was actually the president at the time. Now, that was just coincidental. We were both from Ohio and I had met her a few times. Yeah. But we we had them maybe half a dozen of them around the country. And we ended up with the one in Columbus, Ohio. And it was by far the most successful. I mean, I think between Tami and I having, you know, enough contacts. And of course, Tami is just a great draw. So yeah, and it was we just brought people in and we had, you know, we had some just different speakers for them. And information about matters important to women business owners.

[00:13:33] Betty Collins
You know, I have clients who are in definitely in the WIPO and, and they don’t even see themselves as leaders, you know, but they really are. And they’re still trailblazers today because they’re still because the amount of businesses that are that are women owned that are not over $1 million is just awful, right? I mean, they’re just women were 40% of the women businesses that are starting are women business owners. Right. But they stop. It’s it’s stacked. It gets here. So to be over the million dollar mark, you’re leading the way. Definitely. That was great. Yeah, right. And I mean, you did it a while ago.

[00:14:10] Kathy Eshelman
So and I was surrounded by women who most of them were ahead of me, just, you know, for whatever reason. And it was just just imagine being able to sit around the table with women who’ve been wildly more successful than I had. You know, I’d like to think that I caught up a little bit, but and I’m still really good friends with them today. In fact, I hosted our monthly supper club Thursday night. Oh, nice. And, you know, we have 13 of us that just kind of started as a support one one woman we knew really well and needed some support. And we have a supper club every month doing like eight years, I think. And Thursday was at my house and it’s just amazing to get these women together. We’ve been friends, you know, depending somewhere around 97, but as people joined so it’s my best friends are from WIPO.

[00:14:53] Betty Collins
Well, in your spare time.

[00:14:55] Kathy Eshelman
You.

[00:14:55] Betty Collins
Ran for state representative for Ohio. Give us an idea what. That’s like, because I’ll tell you, women are running for office more and more right now. The Joanne Davidson’s the Betty Montgomerys in Ohio. They were trailblazers for sure. And what we’re even seeing at the national level now and state Senate, I mean, federal Congress. And it’s just off the charts. I would there’s a part of me who would just love to jump into it, but there’s a part of me going absolutely nuts. Do it now. You’ve got to do it. But tell me what it’s like to do it, because I love having women at the table in everywhere. I think it’s good to have a balance. I think it’s good, Absolutely.
Perspectives. But tell us about that whole process and what that was kind of like. You need to encourage women to do this.

[00:15:40] Kathy Eshelman
And that’s why I said you should. Anybody else watching you should do it. So it didn’t end the way I wanted, but it definitely was a pretty amazing experience. So what had happened was what had happened was, yeah, Mike Keenan was a city council member and then became mayor. But in the meantime, he had run for this district and at that time, 2010, it was it leaned a little left, not much. And I was, you know, I was a Republican at the time, so I still am sorry. I don’t know why I said that. Don’t apologize. It’s all good. It’s not to be political, But but, you know, it’s kind of like a everybody kind of understands if he’s going to run again, I’m probably not going to run for, you know, because he’s already in office. So our county chairman for the party called him to ask, hey, what are you thinking? And he’s like, I’m not doing I’m not running, I’m not running. And so he set up a meeting and I went over there and I remember thinking, I can this is when I kind of had that aha moment. I can do this. And he he’s, he reaches into a big cabinet and he opens up the cabinet and he’s got this kind of big banker’s box. He goes, I’m not running. You can have everything I have on it on the district, any of the issues, everything I had when I ran two years ago.

[00:16:50] Kathy Eshelman
And I’ll write you your first campaign check. Let me know when your account’s open. Wow. And that was early on in 2009. So I kind of got out early because, again, I wanted to kind of my idea was to clear the field a little bit. Yeah. And I mostly did. And then at the end, what I learned about politics, it’s very political. Yeah. And that may sound like. Didn’t you know that? Well, I did, but it’s just a long story and a lot of details. But essentially, you know, somebody had been upset because of something they didn’t get, I don’t know, eight, ten, 12, 15 years before that. And I was you know, I was on the team of people who had made that not happen for him. And he decided to just block whatever whatever. And he had a lot of power and just blocked my nomination. And it was I had raised more money than any other non-incumbent, you know, in the state, which I don’t mind asking for things. I mean, that’s just one thing about me. I will say that’s good advice. Don’t ask, don’t get. So and that’s probably the biggest reason why women don’t run, that they don’t want to have to raise money. They feel like they’re burdening people, but people want to help. That’s what I learned.

[00:17:57] Betty Collins
People want good candidates. They do, you know, and they want people that are going to get in there and be advocates for them on behalf of them or today, I think I think there’s still today. I mean, if it was you thought it was political back in zero nine, I can’t even imagine what it’s like behind the scenes. Right. But people want leadership. They want leadership, Right. You know, they want something to follow. They want something that they can believe in and go.

[00:18:22] Kathy Eshelman
And you just have to be able to communicate that to them. And and I did raise a lot of that money from my women presidents organization. Sure. Friends. So, you know, it’s just they were successful business people. And also from my I have another group of political friends that kind of become my our tribe, we call it. Yeah. And so I have two group texts on my phone going and just about any time. And I’m just blessed beyond all measure. I mean, those women supported me before they really even knew me because they knew of me and they met me. And so that’s what became really exciting. And then just, you know, I got out and met people all 2009, which was again, really kind of early. And but I loved meeting constituents. I loved meeting with all the central committee members, you know, that that I needed to get their vote. And the kind of interesting thing happened was we each got my the last minute candidate and I got to give a little speech in front of him. And then we. I don’t know. It’s like my people that were kind of some of the people for me are social like I am.

[00:19:25] Kathy Eshelman
So they cast their vote for me and then they decided to go down to the bar and go enjoy themselves for the evening. And it was a tie vote. It was a tie. I’ve heard Joanne Davidson say that so many times. One more door knock, one more door knock and I’ll be darn. It happened to me. I was like, Ty’s got to be so freaky. Well, freaky on me. I guess so. But yeah. So then, you know, it’s hard to go scramble my people back and then I end up winning. I mean losing by about 2 or 3 votes. But it was just heartening. I had some friends that never were really involved in politics, so were there with my my t shirt. Cathy Schulman for state Rep and a couple of them have just really had their, I don’t know, stomach turned about it. Like just I can’t believe that happened. I mean, I was the shoo in by most people would tell you that. Yeah. You know so anyways well I experience I learned a lot from it.

[00:20:14] Betty Collins
We need women to run. We need people. You need to be involved. If nothing else, you know, you look at the federal situation today and you go, it’s too uphill, it’s too big. But locally there’s a lot of issues. You can have impact locally. Right. And and go so but I just I always love talking about things like politics.

[00:20:33] Kathy Eshelman
One of the things that I met with Joanne Davidson, she was in Washington DC at the time and I was there for something else and we met for a late coffee. I love that woman. She has so much energy. She’s like, Well, I have a meeting tonight. Can you meet then?
Like Absolutely. Thank, thank you so much. And so she came and we talked a lot about me wanting to run for state rep and she said, you know, have you thought about city council? And I was like, Yeah, I thought about it, you know, but I live in a town that I think has run really well. What am I going to offer? You know, I love the town where I live in. Yeah. And then but, you know, it was 2009, ten, right after, you know, we were in a bad economy. So to me, being a small business owner, I thought I had a lot to offer as far as doing offering suggestions and things.

[00:21:16] Betty Collins
Well, people who show up win, Right. And so women need to do that more and more. It doesn’t matter what it is, but it’s a tough it’s tough hill to climb. But a mutual friend of ours described you as one of the most positive and optimistic persons that they’ve ever met. So can you share with us how you always remain so enthusiastic and upbeat?

[00:21:36] Kathy Eshelman
First of all, I am so humbled by her comments. I mean, I. Wow. To think somebody thinks that about you because you don’t know. So if nothing else, I’m just grateful this came up because I was able to feel that, you know, it was a great feeling, you know. So I my dad, both my parents were pretty positive. My mom always told me growing up, you can do or be anything you want in the world. Just use whatever you want. There’s no barriers. Just go do it. So when I was getting my degree in journalism at the University of Texas, I thought, of course I was going to be the next. Jane Pauley. Yeah, yeah. And then I was at Katie Couric that came after that. Katie get out. So I actually never pursued it, unfortunately, because the first jobs out of degree journalism with broadcast emphasis were down like, you know, tiny little towns on the border. And I just I wouldn’t mind, you know, having to work for little money, but I don’t know, It just seemed far away, even in Texas, you know, So and I just didn’t know.

[00:22:36] Betty Collins
You had entrepreneur in your heart.

[00:22:38] Kathy Eshelman
I did have entrepreneur in my heart. And that’s yeah, and that came along not too long after that. So I just I just loved it. So my dad always owned his business. And my dad, you know, he’s, he’s going to be turning 84 in April. My mom passed away with lung cancer, unfortunately, a few years ago. But but my dad always just had this can do spirit to him. Like, you know, for him also being an entrepreneur like he just I could, you know, we can do it. And I recently visited him cause he was having some health challenges and he still lives north of Houston. So I went down there and spent a couple of weeks. I hadn’t spent a couple of weeks with my dad in so many years. It really makes me kind of embarrassed and sad. But we had a wonderful time. But it was just I saw these people coming to see him and like the air conditioner guy put who he had been using for years. My dad had some rental properties and the guy walked in and he goes, Mr. Joe, I’m going to give you a free air conditioner. I’m going to install it. It’s not nothing charge for you. I’m going to do it. And if you need maintenance, let me know. And because my dad had just moved, that was all part of me going down there. And I was like, somebody just gave him a, you know, the guy was in the business and I just was so impressed. And then I talked to so many people along the way. You know, my dad’s very well loved in his community, and I kind of get teary eyed. But just hearing all these stories of people that say, oh, he did this for me and he did that for me, in fact, I’m thinking I’m not living up to that at all. But he’s just that, just that positivity. If he can help somebody, you know, he’s going to do it. And so it’s just pretty.

[00:24:10] Betty Collins
So you grew up around that? I did. So it’s just what you know. But today is a hard it’s hard to be positive today. You’ve got to work at it. So tell. The audience. What do you do today? I mean, you know, you’ve been away from your mom and dad. You’ve done so many things in life. You’ve got a full plate, full resume. But now it’s it’s hard. It’s hard to me, it’s I feel like every day is an uphill climb. Yes. You know, unless I choose to, to not think of it that way, which I.

[00:24:40] Kathy Eshelman
Bet you don’t think of it that way.

[00:24:42] Betty Collins
Well, you know, I have.

[00:24:43] Kathy Eshelman
To acknowledge it.

[00:24:44] Betty Collins
I work with small business owners who are exhausted. So my role as a CPA is not just to do taxation or whatever it is. It’s to keep them going. Like they got to be inspired. They’ve got to keep moving. Yes. You know, So how do you how do you do that today? Tell us how you do that. It’s not it’s not one of the questions, but I know you can answer it. That’s okay.

[00:25:04] Kathy Eshelman
Well, I mean, what’s interesting about that was I would say that I have struggled a little bit lately. I mean, but most people wouldn’t know that because I’m not a person that’s going to go out there and, you know, whine and complain. Yeah. But I just you know, every day I wake up, I journal, and then I, you know, I quiet and talk to God and I just figure out what’s going to be in store for me today. And then it was kind of funny driving over here, I was thinking, you know, I was running a little late. Sorry. Everybody knows that. I’m sorry, but I am sorry. Very sorry. Okay, But. But I was like, what music do I want to listen to? You know? And this is going to sound really crazy. Yeah. And I just looked really quickly through my. And I said, Born to be wild. Here we go. And I mean that, you know that song Get your motor run and and I was just like go just I felt like I was just born to be not necessarily wild, but, you know, optimistic and enthusiastic. I just like to be that way. It just feels good to me. Yeah. So and again, I, you know, I don’t know, just maybe I was born that way a little bit. My parents did that. My brother believes in me more than anybody. I have wonderful family and wonderful friends. It’s just it’d be hard not to be right. You know, You.

[00:26:16] Betty Collins
Have to you have to really be intentional about what you’re putting in. You’re in and out, right? My song is Bachman-turner Overdrive, which is that’s the group is taking care of business. I love that one too. There are days I have that just loud because I’m like, That’s what I got to do today. You got to take care of business. Take care of business today.

[00:26:35] Kathy Eshelman
Yeah. And that. And ain’t no mountain high enough. Ain’t no river low enough. And you know it’s to get to you. But for me it’s like to get to where I’m going. Yeah. So when we started the Michigan store, it was. It was hard work. I mean, we drove up there all the time. Yeah. And I would play that a lot. Just, you know, nothing’s going to stop me from getting up there and being successful.

[00:26:54] Betty Collins
So yesterday I did a podcast. We did recording on just my my approaches to life. It’s going to be really my four new approaches in this season because I’m getting ready to turn 60 this year. And and part of it truly is choosing to how am I going to get through the season? Oh, I bet. You know, it’s just tough. Yeah. But my mom will tell you optimism. I mean, she I mean, she the only war, of course, was World War Two, of course, the big war. And they saw depression. I mean, they did all what they had to do during that time. They saw a president assassinated. They saw the 60s come in after living this nice 50s. The 60s were like, what’s happened to the world? And in the 70s they’re in gas lines just like we are right now. And my brother paid. I remember when he talked about and I don’t know why I remember this because I was a teenager, but when his house interest was like 18% and went to 12, it was like a pay raise, you know? Isn’t that crazy? My mom will still say to this day she’ll go. But then came along Ronald Reagan, who led I mean, he just led with optimism. He did like optimistic people, ended up like liking him, whether they hated him or not. You know, they didn’t really I mean, especially as he won all 49 states out of 50 the second. Exactly. But he came in and he and he just said we’re we’re better than this, you know, And we’re I think we’re kind of waiting for that or we’ve got to be that right. We are one or the other.

[00:28:20] Kathy Eshelman
I agree.

[00:28:21] Betty Collins
I because his optimism in the coming out of with interest rates and all the things he he dealt with at that time. Yes. You just went okay. So it’s all up to us. But I mean, I feel for my kids generation. There’s that part going. You guys got to decide what you want this to look like and it’s on you.

[00:28:38] Kathy Eshelman
That’s true. And that’s that’s a tough, tough course. I will tell you. Might not be surprising to you. I do have a bust of Ronald Reagan on my buffet as you walk in my house.

[00:28:47] Betty Collins
I believe that.

[00:28:48] Kathy Eshelman
I love to. Right. I know some people might not agree with that, but, you know, there’s.

[00:28:52] Betty Collins
People that you aspire to. I mean, I could listen to Michelle Obama just in. She is an inspiring person. I could still listen to Reagan. Sometimes you see little flashes of him come up on social media that are just fun to watch. And you go, yeah, you know, you just, you know, or if I need it, I go to the Dean Martin days, you know, you go to those roasts and just they have fun. They just had fun. Have fun, Have fun. Having fun, making fun. It was just.

[00:29:19] Kathy Eshelman
You know, people kind of sometimes forget to have fun. Yeah. Not that they don’t want to, but they’re just so burdened with everything we all have to do. And I think social media is probably added to that. I’m very guilty, you know. But, you know, sometimes you just got to step out and say, what are we going to do? That’s fun, Right? Right.

[00:29:36] Betty Collins
Let’s get I mean, it’s a good day, right? It is a good day. Well, optimism. I mean, we could talk about that all day, But but our theme this year is courage. I just feel like we need courage in the every day in the big stuff. We need people willing to be courageous, which is willing and ready. Go. What would you say is the most courageous step you’ve ever taken?

[00:29:58] Kathy Eshelman
I appreciate you giving me the, you know, some ideas of questions you might ask ahead of time. And I have to say, this is the other kind of simple for me to fill in about my life. Right? And I really struggle with this a little bit. But I guess the thing that came to mind was when my mom was diagnosed with lung cancer in 2013 and I didn’t feel courageous. You just feel like I got to help my mom. Right? Right. But looking back on it, I mean, I realized that I didn’t know what I was doing. I mean, I needed to be a caretaker. I needed to be there with all the doctor appointments. And I mean, I remember, like, writing notes to myself, like, what can I do to do this better?
Right? And if things didn’t make sense, I always have this little saying. If it doesn’t make sense to me, it don’t make sense. So I love that, you know? Right. Because you hear people telling stories like. Right, right. But so ultimately, I kept looking and looking and I found somebody that could help me find they actually have a concierge at Ohio State. I don’t know if it’s the whole the whole hospital or just for the cancer center, but the concierge was a person who basically helped you maneuver, you know, the system because we didn’t know what the treatment would be. My mom was up for any treatment. And while I will say and I don’t know how this is going to sound, but my mom wasn’t necessarily the she was strong.

[00:31:17] Kathy Eshelman
I don’t know. That’s not right. She was strong. But I’ve never seen her be so strong as she was in that fight. I mean, she would take some treatment sometimes that were just she was just so weak. One time she really couldn’t lay flat on that bed to get the radiation. And she, you know, they finally just kind of gave up and brought her out in a wheelchair and she’s crying. My mother also didn’t cry a lot. Right. And I was like, Mom, she’s like, I’m sorry. I couldn’t do it. Like, she’s apologized to me. I’m like, Mom, it’s okay. We will find a way to get it done. And we did. It took some work, but we did find a way. And it’s just looking back on that, it was very every every new treatment, every new everything was kind of felt. Looking back, it was some courage to always be supportive of her. I always try to be optimistic and then also know my mom’s dying, you know? Exactly. So one thing that did happen to me, which I didn’t know if I was going to bring up or not, but that was in 2013 and blah, blah, blah, blah, ran into a person on on social media, actually, who was like a multi-level marketing company for a protein shake mix. So it was interesting. So I, you know, another diet. Sure. Here we go. Here we go. But take the.

[00:32:27] Betty Collins
Shake. Been there, done that. Right.

[00:32:29] Kathy Eshelman
So I started January. My mom was diagnosed in March and I was definitely falling off the wagon by then. I mean, you know, it probably started about four weeks in. And, you know, instead of taking the shake twice a day. Once a day. Once every other day. Right. And I remember, though, going to different doctor’s appointments with my mom. And I remember, you know, we needed we needed to meet with all of them. That was the plan. And we went to meet with the surgeon and the she’s like, I don’t want to meet with the surgeon. You know, I won’t survive. She’s unhealthy as well. I’m not going to survive a surgery. So we just skip that. I go, Mom, because I’m thinking, Oh my God, we have to go. Yeah. And so I print out a picture of him. He’s kind of a good looking guy. Yeah, I’m not going to lie. She’s like, okay, I guess I’ll go, Yeah. Again, what can I do to be creative to help my mom get through this? And I remember he walked in and he’s like, well, you know, got good news and bad news. And mom said she wanted the good news. And he goes, Well, the good news is you have a very small operable tumor. And I could go in there. It was in the upper left lobe of her lung. I could go in there and remove it. You wouldn’t lose much lung capacity. And I you know, and I think we could get it just like that. I’m like, oh, wow, dream come true.

[00:33:36] Kathy Eshelman
Good. And then, of course, like, what’s the bad news? He says, Well, I’m afraid if I put you on the table, I might not be able to bring you off because the other health issues. Can I just tell you, I did not know it at the time. I did not know it until I said her eulogy two years later at her funeral. I got on those shakes like there’s nobody business. And I didn’t I didn’t make the connection until the eulogy and I lost £100. Wow. I mean, wow, right? Wow. I never meant to lose that much, but it just worked. I started working out. I became an aerobics teacher. I was 53 years old. That’s crazy. I love it. But ultimately, of course, I’ve gained a lot of it back, so I got to get back on the shakes. But at our eulogy then I realized I was writing things down and it hit me. I got serious about losing that weight When I heard that surgeon say he could not brain her because of her health problems. And I think I said up here without even thinking, I’m never going to let that happen to me. If I have cancer, we’re going to go in there and cut it out. So my mom ultimately and her diagnosis ultimately, I think helped me. I’m still lighter than I was, but I still got to get it back off. Yeah, but I mean, that was an amazing time for me, just being all physically fit and, you know, £100, a lot of weight to lose.

[00:34:50] Betty Collins
You know, And the every day, the courage of the every day. That’s right. Drinking the shake every day, that is. We think courage has to be big, right? You know, we think it has to be like we got a cape on. We’re flying around. Yeah. I mean, you’ve done a lot of that. You have an amazing story. You need to tell it. You need to tell it all the time. Thank you. Because it’s just a lot of good in all that. I want to end with a couple of things. So tell me a little bit about the patriotic jewelry store or.com. I think that’s cool. Yes, I’d love to hear it.

[00:35:21] Kathy Eshelman
Well, a some friends and I started actually in 1999, kind of about the time they had all the hanging chads in Florida. And when my idea one of the other gals that I was on the beginning of AOL. Right and yeah yeah. Chat rooms so we one of them had the idea why don’t we, you know, if President Bush gets elected, why don’t we make a big W crystal pen and we’ll just take it to the inauguration and we’ll just sell them? Yeah, and that’ll be fun. And I was like, well, at that WIPO when they when WIPO started in Columbus, they held an info session, Bank one back in the day, sponsored it, and I met a lady there who also owned a business and she owned a jewelry making business, okay? And so she had I remember she had a pen that said Business is great and I had to have it. She actually like, I’m like, how much you want me to come to her shop? I’m like, I don’t do jewelry. Yeah, like, you know, I love it. So I had kept her card all that time and I go, I know somebody that can do this for us. And so I contacted them and sure enough, they absolutely sent me some drawings. And so we ended up getting a crystal one. And they were kind of, you know, they were kind of big. And then we got just a gold tone one and then we got red, white, red, clear and blue crystals. Yeah. So we got them made and we all went to the inauguration and we always laugh and say our best sales room was really on the elevators.

[00:36:43] Kathy Eshelman
We had our coats on. Yeah, like, can I interest you in a Rolex? Or how about some patriotic choice? How about a W? So her company also had patriotic items, so we carried some of those too. We probably sold more of the crystal w pins to the Texan, the Texan men who were there for the inauguration because they all had their black Stetsons on. Not all black, but a lot. Yeah. Boy, that crystal w looked really good on that stuff. So we’d laugh and go, Never thought about the man that’s, you know. So it just it’s just been a great business. I’ve had lots of fun experiences. I’ve gone to some national conventions, sold jewelry, and I just it’s just been a great I love it. And so I’ve kind of it’s kind of been a little bit like haven’t marketed it. I still have customers that still come because they know me. Yeah, but so is that a couple of jobs. So I’ve actually been working on it now and I’m going to relaunch the website and I just have new and expanded product line. You know, mostly I had pins, earrings, bracelets, all flag oriented. Very cool. So it’s just yeah, it’s been it’s been a great thing. And I mean, I love bling. Like, why am I not always get it on marketing? So it’s kind of like I feel like I You talked about turning 60. I turned 60 last year. Okay. And I just think this is my next chapter. I’m going to really dive in and make it a real right.

[00:37:56] Betty Collins
Ongoing business. Well, you’ve had amazing chapters. All the things we’ve talked about today. I mean, my audience, if you’re out there listening of what’s next, this is a person who’s lived what’s next and executed. Right? But I know when I look at 60, I, I go, okay, all I’ve ever known is accounting in business and doing what I’m doing. But there are things now that I want to do is I as I have different this different chapter. It’s not the last chapter. It’s just a different chapter. Right? Right. I look at someone like and I have a podcast on Aretha Franklin. She sang for President Obama and did her a Natural Woman. It’s a great video. It’s awesome. Right? But she’s singing like she’s 20. If you didn’t see her, you know, you would go, Wow, who is that?

[00:38:43] Kathy Eshelman
That’s a great way to.

[00:38:44] Betty Collins
Look at that. Right? And here she is, 70 and the crowds in her hands. She’s got the president, the person who wrote the song in the audience and it’s hers to take.

[00:38:52] Kathy Eshelman
Of that, you know so much.

[00:38:53] Betty Collins
She was at the beginning of the piano. She comes out in the middle stage, throws that fur off. You know, I love that thing. And she inspires me to go, no, whatever season because you’ve had all kinds of great seasons and challenges. I just look at this last, you know, kind of my last season as an employed person maybe, right? Which is a good five years out at least. But I’ll always want to be in the game. We’ll end with, is there anything you want to put out there or dangle a carrot? This is maybe something I would just love to take on as a challenge. I just need some courage to do it. Oh, that’s. Or is that another whole podcast? That’s probably another whole podcast.

[00:39:29] Kathy Eshelman
Well, I mean, you know.

[00:39:31] Betty Collins
I mean, what comes to top of mind like that? And then I’ll share mine if you share yours.

[00:39:35] Kathy Eshelman
Okay. I you know, I just I mean, I think for me, like, the patriotic jewelry business has always been kind of a side hustle. Yeah. I mean, we’ve had some really big events, if you can imagine. We started in December of 99 and then 9/11 came along and nobody carried patriotic items into retail stores. So we our business blew up and then we’re back down, right? But I’ve always had other lives going on, so I just really need the courage and I don’t know why I struggle with it a little bit, but I do. Well, I haven’t already done this like I have that self-talk with me all the time. Why am I why am I just letting that idle there?

[00:40:13] Betty Collins
Part of it is, I think probably patriotism is a hot topic. I mean, it is you know.

[00:40:18] Kathy Eshelman
What we talked about that maybe that is part of it.

[00:40:20] Betty Collins
But, you know, I would say if it’s there, be courageous and go for me. I have a dream, not a dream, though. I think it’s more other people’s dream. But I there’s a part of me that can’t let go of it. That’s to write a book I’d love to call it. I just know I’m 60. I just know. I don’t know if anyone would care about it, you know? But I have that. But. And then that’s the woman in me going, No one’s going to read what you have to say. Oh, my goodness. You know, and. Right. And I think.

[00:40:49] Kathy Eshelman
It is kind.

[00:40:49] Betty Collins
Of but it is it’s a it’s a daunting I look at that as a very daunting task. But I’d also love to take the advantage of the time we’re in with technology and Zoom and people are so much more taking webinars and come up with curriculum about being an entrepreneur. Oh, 101 man. And then there’s 201 and then you’re going to go to 301 and you’re going to want a partner.

[00:41:13] Kathy Eshelman
Or a contributor. Let me know. I would love that.

[00:41:15] Betty Collins
I would just love to have something where that happens. Right. And and you can inspire any age person you can to get. So that’s my maybe I can then my next chapter but you have you have a great story great book. Thank you for coming in. You didn’t write a book, but you’ve given us so much today. Thank you. And how can people find Kathy? So you’re on LinkedIn. I am. And you are? You have patriotic jewelry.com, but we’ll put your information out there too for people.

[00:41:44] Kathy Eshelman
That’s fantastic. Thank you. I guess if there’s one last thing I could do, I’d like to move to California and somehow find my way in a movie with Kathy Bates. So this is going to go worldwide. I’ll just put that on there. Kathy, if you’re listening. Yes, I could be like your and your sister, anything. I just think she’s amazing and I think I could be an actress.

[00:42:03] Betty Collins
There you go.

[00:42:04] Kathy Eshelman
There you go. Maybe that’s my 70 seconds. Hey, you never know. Thanks for having me. Really.

[00:42:07] Betty Collins
Thanks for coming today, giving us your time today.

[00:42:09] Kathy Eshelman
We appreciate it. You are fabulous. All right.

Automated transcription by Sonix www.sonix.ai

Tagged With: Betty Collins, Inspiring Women, Kathy Eshelman

Jonathan Strack and Eric Cooley, Strack, Inc., and Chris Smith, CB Smith & Associates

July 14, 2023 by John Ray

Strack Inc.
North Fulton Studio
Jonathan Strack and Eric Cooley, Strack, Inc., and Chris Smith, CB Smith & Associates
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Strack Inc.

Jonathan Strack and Eric Cooley, Strack, Inc., and Chris Smith, CB Smith & Associates (ProfitSense with Bill McDermott, Episode 47)

On this edition of ProfitSense with Bill McDermott, Jonathan Strack and Eric Cooley from Strack, Inc., and Chris Smith, CB Smith & Associates, joined host Bill McDermott for a discussion on building their respective businesses and adapting to the digital age. Jonathan and Eric talked about cultivating a company culture, getting outside their comfort zone to recruit talent and market their business, growing the skills of their people, and more. Chris discussed the ways his firm is leveraging technology and AI, how they support their clients through tax planning, new tax laws, and more.

Bill concluded the episode with comments on the one liquidity rule every business owner should know.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Jonathan Strack and Eric Cooley, Strack, Inc. 

Eric Cooley and Jonathan Strack, Strack, Inc.

Founded in 1948, Strack, Inc. is a heavy civil contractor focused on delivering value-driven project solutions, advanced industry training, and workforce development in the Southeast. Strack provides grading & excavation, pipeline construction, trenchless boring, design build, railroad construction and drilling and blasting services.

With a focus on the residential, municipal, industrial, and commercial markets, Strack is committed to delivering quality infrastructure built by an equipped and empowered team of nearly 600 employees. At Strack, they foster a relationship-driven culture and are driven by living out their core values of Better Every Day, Mindful in Everything, Humble Hearts Open Hands, and Everyone Matters in everything they do.

Jonathan Strack is CEO and President of Strack, Inc. He is a  3rd generation Strack, who has led the way for growth and provided vision for the future of Strack Inc., unlike anyone else. Under his leadership, Strack has more than quintupled in revenue all while expanding into new market segments and construction disciplines. Jonathan was awarded Construction Equipment’s ‘Under 40 in Construction Equipment Award’ for 2020.

Eric Cooley joined Strack as Chief Financial Officer in June 2019. Eric has more than two decades of experience serving in construction financial management roles. Over his career, Eric has had the privilege of building and developing many successful teams in the areas of finance, accounting, HR, IT, project management, training, and recruiting.

He holds a BS in Business Administration from Longwood University and an MBA from Campbell University. He is also a Certified Construction Industry Financial Professional (CCIFP) and IMA Certified Management Accountant (CMA). During his career, Eric has gained a mix of public, private, and private equity experience with company revenues from $100 million to $4 billion. Eric enjoys working collaboratively across the organization to strategically solve business problems, create structure, and develop systems.

Website | Facebook| Instagram

CB Smith & Associates

CB Smith & Associates is a Georgia-based business advisory and CPA firm that delivers big-firm expertise and acumen with small-town thoughtfulness and warmth. We help bring to light the stories that numbers tell — about the health of your business, the soundness of your financial or tax plan, and the options that can lead you to a path of success. We believe that awareness makes opportunity visible.

Website | Facebook | LinkedIn

Chris Smith, President, CB Smith & Associates

Chris Smith, President, CB Smith & Associates

With over 30 years of financial experience, Chris Smith is passionate about his work. Since founding the accounting firm in 2003, he has led the firm’s growth from one to three office locations in Georgia to include 35 employees with a solid team of certified public accountants and other tax professionals.

CB Smith & Associates is a business advisory and full-service accounting firm that works in tandem with its sister company, Reliance Payroll LLC, a full-service payroll and human resources outsourcing firm.

Prior to starting his own firm, Chris was a corporate controller. He earned a degree in accounting from Georgia State University’s J. Mack Robinson College of Business, is active in local community groups such as the Rotary Club and numerous CPA groups.

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About ProfitSense and Your Host, Bill McDermott

Bill McDermott
Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.

TRANSCRIPT

Intro: [00:00:03] Broadcasting from the Business RadioX Studio in Alpharetta, it’s Time for ProfitSense with Bill McDermott.

Bill McDermott: [00:00:16] Good morning. Welcome to ProfitSense. This podcast dives into the stories behind some of Atlanta’s successful businesses, and business owners, and the professionals that advise them. We help local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession, as well as discuss current issues that business owners are facing today across a wide variety of industries.

Bill McDermott: [00:00:43] I’m your host, Bill McDermott. And this show is presented by The Profitability Coach. When business owners want to increase their profitability, they often don’t have the expertise to know where to start or what to do. I leverage my knowledge and relationships from 32 years in banking to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill McDermott: [00:01:07] We have three great guests on the show today and I just want to welcome each one of them. Jonathan Strack with Strack, Inc. Jonathan, welcome to ProfitSense.

Jonathan Strack: [00:01:17] Thank you very much.

Bill McDermott: [00:01:18] And Eric Cooley also with Strack. Eric, welcome to ProfitSense today.

Eric Cooley: [00:01:23] Thank you, Bill.

Bill McDermott: [00:01:24] And then, Chris Smith. Chris, welcome to ProfitSense. So glad you’re here.

Chris Smith: [00:01:28] Yeah. Thank you, Bill. Thanks for having me.

Bill McDermott: [00:01:30] So, Jonathan and Eric, I’m going to start with you. You know, we all know there’s a war for talent out there in the industry, especially in the construction industry. But I think across the board, it’s really hard to find great people. But you and your management team have done a fabulous job of building the business over a period of time. So, you know, I don’t want you to reveal any trade secrets here, but you’ve been in business for 75 years, how do you use that to attract top talent to the company? Jonathan?

Jonathan Strack: [00:02:08] Yeah. Just being in business for 75 years, you’ve got great relationships, you’ve got stability. We’ve got a really good long running reputation for quality, treating people well, doing a good job, and being fair. So, from that regard, it helps us sell ourselves.

Jonathan Strack: [00:02:27] But, you know, trying to find talent, you’re competing against everybody in a really saturated market. So, we really had to rethink how we went about attracting and retaining folks. We had to get used to being on social media and hire some additional staff we’ve never had before. So, that’s just part of an evolution of 75 years of business and changing times.

Bill McDermott: [00:02:53] Sure. And, Eric, I know there was a time, I want to say, maybe five or six years ago when you joined Strack, and I’m sure with your background and experience, you could probably go just about anywhere. What attracted you to Strack to become CFO there?

Eric Cooley: [00:03:10] For me, it was the longevity of the company, the reputation, and the marketplace. It’s the family feel. It really has a strong family culture. Again, we’ve doubled in size over the last three years. We’re nearly 600 employees at this point. But it’s just this feeling that you’re not just a number there. You mean something to the team no matter where you sit in the organization. So, just that culture, it’s hard to find that. I have a background in the corporate side. I’ve done some private equity. And so, just having this feeling of like a belonging there was important to me.

Bill McDermott: [00:03:44] Yeah. Yeah. I could understand why. And so, I know certainly there is a huge benefit of working for a privately held company. Core values typically come into play there. And so, I know, Jonathan, many employers do focus on their core values to be sure they find and retain the right people. So, how does Strack use that in their hiring process?

Jonathan Strack: [00:04:19] Well, we had to really sit down and define who we were as we grew. We had a set of well-known core values that were known by everybody that had been in the business, because that flowed from the family, we had long running employees. We were not typically a fast growing company, so it learned through osmosis or tribally, and it got handed down effectively well.

Jonathan Strack: [00:04:47] One of the things we figured out as we started to grow is how do you replicate you into all these folks that you’re bringing on board and make sure you’re still a special place to be. So, we sat down to find our core values so we’re better every day, mindful in everything, humble hearts, open hands, and everyone matters. Those are our core values. And trying to really teach the team right now to make every decision around that framework of those core values.

Jonathan Strack: [00:05:22] So, you know, it kind of went hand-in-hand with attraction or attracting and retaining talent and recruitment. And what we came up with was we decided we wanted to do our own management training, our own leadership training. We came up with our own leadership training program. We call it Frontline Leadership Training. It’s six days of training with cohorts of 20 to 30 people. And we’re going to put everybody in the business from pretty much a lead man up through a CEO. We’re all going to go through the training together.

Jonathan Strack: [00:06:03] And what it’s about is really two halves of the coin. It’s teaching what’s our standard professionally. We take a job from acquisition, we schedule it, we track it, we close it out. So, everybody in the business gets some appreciation for every other position in the company.

Jonathan Strack: [00:06:23] Like, our first one we did, we did a bid wedding. So, we had guys that they may run a Finnish crew, they may run a skid steer and a dozer and a couple of guys, and they’re having to bid on a job all of a sudden. So, they get a lot of appreciation for what the guys in the office have to do and disseminate a whole lot in a hurry.

Jonathan Strack: [00:06:45] But the other half of the coin is the personal side, the soft skill side. We want to relate to some household budget. You know, if your household finances at home are in disarray, how do we expect you to take care of our dollars? We want to do some career coaching, some goal setting, teach folks about how to properly communicate on the job, written, spoken, how to do an interview. Definitely, we’ve got a culture that is not typical. And we want to make sure that gets reflected by all our leadership. So, it’s really six days of teaching who we are and what’s our standard from professional standard attitude and ethics.

Bill McDermott: [00:07:33] Eric, from your perspective, similar question, how do you find that you, as CFO, are embodying those core values that Jonathan mentioned in your hiring process?

Eric Cooley: [00:07:48] Yeah. I mean, a lot of this obviously, as Jonathan said, we use that as a filter as we’re looking to hire folks. I think there’s always some of the professional stuff you can teach, but finding the right person with that character that shares those values with you is really important. And so, you know, if I evaluate talent on my team, that’s something we look at and try to coach around. And I try to embody those things to the best of my ability on an every day. And it’s just about being intentional about it and trying to recognize it.

Eric Cooley: [00:08:17] One thing I do talk to my team about is that we’re not an accounting company that also does construction. We’re really here to serve the construction business. So, we’re a construction company. We happen to be a piece of the wheel. And I think just recognizing where you fit in the organization is important. You know, looking at mindful and everything, that’s talking about, not just worrying about what’s going on in accounting, but think about these folks have other responsibilities they have to look at and serve, and so just working through that.

Bill McDermott: [00:08:46] And I think I’ve found, Eric, once you start sharing those core values in the interviewing process, a lot of times you find people that just don’t feel a fit and they’ll self-select out as well. Has that been your experience as well?

Eric Cooley: [00:09:01] That has been some, historically, yes. So, I think it’s important if you kind of talk about, “Hey. These are the things we’re doing,” then you get someone else talking about, “Hey. I really want to advance quickly or I really want money,” then it pretty much doesn’t line up. We’re not just about making money at Strack. It’s about the culture, about the fit.

Bill McDermott: [00:09:19] Sure. Sure. Excellent points. Jonathan, as you have built the organization, are there any particular hiring methods that seem to work well at Strack, Inc.?

Jonathan Strack: [00:09:33] Well, as we started growing six or seven years ago, pretty heavily, one of the things I had to get used to was social media. Typically, in our industry, my view was stay off social media because you don’t want to attract any needless attention to what you’re doing. It’s already a risky business. But, really, anything that’s on a social media platform, that’s your best attraction and retention tool. And that really legitimizes what you’re doing now.

Jonathan Strack: [00:10:05] We’ve gotten business based off our social media presence, you know, especially when we started grading. We’d been primarily a pipe contractor most of my life. And as we started doing earthwork, that was a definite change in perception for the industry.

Jonathan Strack: [00:10:22] And as we were trying to win some work, I’d have conversations with really large clients that said, “Hey, we see what you’re doing on social media. You look like you know what you’re doing. We trust you. You’ve been in business 70 something years and we’ve worked with you before in other places. So, hey, come on, we’re willing to give you a shot.” And that really perked me up and surprised me. So, I’ve become a lot more open to exposing ourselves to what we do.

Jonathan Strack: [00:10:51] And I mean, the other piece is you’ve got to be willing to accept some failure and learn from it. We’ve definitely had some of that along the way.

Bill McDermott: [00:11:00] Growing up in an era where there were no mobile phones, no internet, let alone no social media, like you, I have my own stories about social media. And thank goodness I’ve got one or two people that are in their 30s and can guide me in those processes. But like you, I struggled with Instagram and all the things that have to do with social media.

Jonathan Strack: [00:11:34] Yeah. And I think, you know, for construction, just changing our perception of who we are and what we are is a big deal. I mean, we’re not well-thought of by the public. I mean, when you think of construction, a lot of people think about the home remodeling guy that ran off with the work half done with all their money. And that’s not us.

Jonathan Strack: [00:11:55] And trying to really expose ourselves to high school students, college students, even middle and elementary school students and explain, “Hey. You know, we’ve got marketing folks, we’ve got accounting folks, we’ve got surveying folks. Any other legitimate business that has all these positions, we have them, too.”

Jonathan Strack: [00:12:17] I mean, I had a young man, he runs our lube truck and he’s 22 or 23, and he just was not feeling it. He says, “Look, you know, I don’t know where my path is.” But he has this passion for photography. I said, “Well, we spend a lot of money every year paying for a photographer to come out and document our stuff, make social media content for us, you obviously know what you’re doing. What do you want? Make me a wish list. I’ll buy the equipment and let’s work you into a full time position. I already paid for it anyway. You’re here. You love it. You know us. You represent us well. You and your brother work for us. Come on, let’s do it.”

Bill McDermott: [00:13:02] Wow. Wow. That’s a great story. I do know construction has a reputation. I can so relate because I come from a banking background, and bankers are challenged. There are some great bankers out there, but also banking in general is just kind of a hard process to go through.

Bill McDermott: [00:13:28] Eric, it’s one thing to attract top talent, but how, in your view, does Strack retain that talent in the company?

Eric Cooley: [00:13:37] Yeah. So, retention has been tough just in this market, particularly in the field. I think a lot of construction has high turnover and we’re not that different as it comes to that. And that’s one thing we really focused on, as we’ve tried to grow, we’ve also had to replace. But I think the key things we look at is, you know, we start training from day one.

Eric Cooley: [00:13:58] So, a lot of folks from an orientation perspective, they may come in, have you just sign some papers. We’re running a four day orientation program right now. You come in. You learn the standard operating procedures for the company. You get safety training. You have an opportunity to go through. We’ve got equipment simulators to get familiarization with the equipment. And so, you know, really making that investment starting in day one.

Eric Cooley: [00:14:21] And I think living out our core values, that’s something that’s key to trying to retain them. If we’ve sold them on something, it’s important that we live that out and they’re able to see that demonstrated to hold on to them.

Eric Cooley: [00:14:33] I think Jonathan touched a little bit on the training. So, we’ve got this frontline leadership training program we’ve built. We’re also building an Operator Training Program, where we’ve promoted four guys from inside the business and they’re going to go out and help on the job sites to help train and really bring up the level of experience and understanding to some of the newer employees. Because part of this, you know, attracting new talent means we might be looking at folks from other industries. And so, part of that’s just trying to help increase the knowledge base out there.

Eric Cooley: [00:15:06] And then, you know, some other things we’ve done is we’ve got Marketplace Chaplains. So, we have a chaplain service to really demonstrate the care. And at this point, Jonathan’s not able to talk to every employer. Historically, he could take calls consistently. But at this point, it’s making sure that that message is out there, we care and how can we help you there.

Bill McDermott: [00:15:25] We had that at a bank that I worked at, too, and that made a world of difference because there was a point in time when I had lost my father and was going through a grieving process. And so, that is wonderful.

Eric Cooley: [00:15:37] And I think something else that is kind of unique here is we have a charitable gift matching. So, any employee, any charitable gift giving they make, the company will match that. And there is a limit set for just normal charities. As it comes to tithing, it’s unlimited. So, just really pushing further on the values and demonstrating from our actions that we’re going to live those out.

Bill McDermott: [00:15:58] Yeah, that’s awesome. We’re talking today with Jonathan Strack and Eric Cooley with Strack Inc. Founded in 1948, Strack Inc. is a heavy civil contractor focused on delivering value driven project solutions, advanced industry training and workforce development in the southeast. They provide grading and excavation, pipeline construction, trenchless boring, and many other things. They’re committed to delivering quality infrastructure built by and equipped and empowered team of nearly 600 employees.

Bill McDermott: [00:16:31] And, Jonathan, what a great legacy that you’re continuing to leave and will do into future generations. But I’m curious, how, in your view, have your hiring and retention processes evolved through the years?

Jonathan Strack: [00:16:49] Well, most of your hiring in years past was either referral, and you still have a fair bit of that. But it used to be you’d have guys walk in your front door, want to fill out an application. It was a very organic process. You might put an ad out in the local newspaper or in the Atlanta Journal Constitution.

Jonathan Strack: [00:17:10] But, now, you get very few people that way. And if they’re coming in the front door, those are probably not the guys you want to hire, honestly, in today’s environment. I’m not saying that doesn’t ever happen, but by and large like I talked about earlier, you’ve got social media platforms, you do paid ads. We actually have a human resources software now that helps us post some of our jobs. We’ve gotten a lot of traction that way. We have a full time recruiter on staff, full time that calls and vets folks before we really ever get into an interview.

Jonathan Strack: [00:17:53] And the team itself, they pretty well supply the needs to the recruiter. And between HR and recruitment, they disseminate the needs back out to the guys as they do interviews. We’ve got paid billboard advertisements right now. I mean, we’re trying things we’ve never tried before just to get some attention to us. I mean, we’ve got three or four billboards at the I-85 Corridor right now.

Eric Cooley: [00:18:22] We do. Yes.

Jonathan Strack: [00:18:22] I’ve never, never thought I would do that. I never liked talking about us. You know, we’re pretty humble as a whole. And that always used to appear arrogant to me. But now, it’s out of necessity. I’ve got to try whatever I can, regardless of what I may or may not be comfortable with, because we don’t know what works right now. We’re having to learn.

Bill McDermott: [00:18:46] So, Eric, I think if you say it, sometimes it can be taken as bragging. But I’m sure if your employees are saying it, that’s testimony. And so, I’m wondering from your perspective, how do you maybe engage your workforce in looking for people just like them to send your way as well?

Eric Cooley: [00:19:13] Right. Yeah. A lot of that is giving our employee that experience so they do want to do the referrals. And then, we do have an Employee Referral Program to where the employees are rewarded for bringing new employees onboard.

Eric Cooley: [00:19:26] We’re working on an internal communications app. It’ll actually be an application on your phone. And I think given that connectivity, you know, the consistent message all the way throughout the organization will help the employees that may not get to see everything or be aware of everything to really make them more aware of what’s going on in the company, and then want to invite their friends or other other folks to join them. So, I think that communication is big. And, really, the encouragement to bring folks, more like yourself, to come to the company is how I see that.

Bill McDermott: [00:19:55] Sure. Sure. Absolutely. So, just in case we have any potential great employees who might be out there, let’s use the ProfitSense Podcast too. Jonathan, Eric, what’s the best way if there’s someone interested in coming to work for a great company like Strack, Inc., how should they get in touch with you?

Jonathan Strack: [00:20:14] I’ll take it. Yeah. I mean, the best way, you can get on the website and put an app in. You can always message us on any social media platform. That’s monitored full time by folks we have on staff. So, really, any public facing portal we have, whether it’s LinkedIn, Facebook, website, shoot us a message, put in an application, and we’ll call you back pretty promptly.

Bill McDermott: [00:20:42] And, Eric, what’s the website address for the company?

Eric Cooley: [00:20:45] It’s www.strackinc.com.

Bill McDermott: [00:20:49] Great. Jonathan and Eric, thanks so much for coming on ProfitSense today and sharing your experience and your expertise. And congratulations on building a company with an employee base of 600 people. That’s quite an accomplishment. Congratulations.

Eric Cooley: [00:21:05] Thank you for inviting us.

Jonathan Strack: [00:21:06] Thank you.

Bill McDermott: [00:21:09] And so, Chris Smith, Chris is with CB Smith & Associates. Chris, so glad to have you. For our listeners, tell us a little bit about CB Smith & Associates. You’ve got a headquarters in Alpharetta, but also Macon and the Lake Oconee area. As an accounting and business advisory firm, what do you do for businesses and individuals?

Jonathan Strack: [00:21:34] Yes. Thanks, Bill.

Chris Smith: [00:21:36] So, CB Smith is celebrating their 20th year being in business. I started CB Smith in the Cumming area back in 2003. And we’ve slowly grown over the years. Today, we’re a full service firm. I have a partner at the firm, his name is Tim Whittemore. And as you mentioned, we have offices in Macon and here in Alpharetta, and we have a satellite office in the Lake Oconee area. Today, we’re a full service firm. We do audit work. We do reviews. We do tax planning, business advisory services, and, of course, tax compliance work for our clients.

Chris Smith: [00:22:19] But one of the areas that we’ve really focused in – gosh – since 2007 timeframe is moving accounting into a paperless environment. And once accounting gets into a paperless environment, it’s all X’s and O’s. And then, you can do things like process automation, really automate processes, and improve collaboration amongst team members. And, hopefully, help to make a business more scalable.

Chris Smith: [00:22:51] From a philosophical standpoint, I’m a big believer in the things that got you out of Egypt are not the same things that will get you to the Promised Land.

Bill McDermott: [00:23:00] Well said.

Chris Smith: [00:23:03] We love working with businesses that are at that stage. They’ve hit a ceiling of complexity and they’re trying to figure out what are those things that will get us to the Promised Land. And so, we help them by implementing and retooling the accounting function. We’re a big believer that the accounting function shouldn’t be an anchor on the business. It should be a driver of growth. And so, we try to work with our clients from that standpoint.

Chris Smith: [00:23:29] So, we’ve got some young folks at the firm that are taking advantage of these no code, low code solutions that are out there, power apps, mostly for the Microsoft platform that takes those X’s and O’s or those ones and zeros, and, really, starts to build a better process for our clients and their business processes, improves internal controls in the business. And, hopefully, that leads to growth and that’s where we come in and help them from a tax planning standpoint.

Bill McDermott: [00:24:09] Now, you’re preaching to the choir here when you start talking about processes. One of the things that I found in working with my clients is rarely do I see processes in writing. And if they’re in writing, are they being followed? And so, when you started talking about business process automation, that’s like documented processes on steroids. But tell us a little bit more about that, because I think you’ve really carved a niche in the marketplace with business process automation, haven’t you?

Eric Cooley: [00:24:41] Yeah. Yes. Certainly, we really love working with our clients from that standpoint and putting everything on its side. You know, the documents as an example, having an SOP document and all the binders and everything to that effect, we integrate it into the process. That documentation is the process. So, if someone gets to a form and how do I fill this out or what am I doing with this, you can have a Help Menu item that just shows up. And it is, “Here’s our policy. This is how this works.” So, we integrate it into the tools that are in place.

Chris Smith: [00:25:18] You know, historically speaking, you have your software and then you have your policy document. And so, now the software and the policy document become one. And with the low code and no code development that can be done just by accountants, you’re able to now integrate those things together. And it’s flexible. It’s agile. As the business changes, the environment for the business changes. You can change your policies and integrate it right into the app right at the same time.

Chris Smith: [00:25:49] It also eliminates so much human error that may be in place, especially if you do have a document. A lot of times they come in electronically as it is. But even if they’re scanned in, you can OCR. Artificial intelligence sometimes can be scary for folks but it’s here and leverage it.

Chris Smith: [00:26:07] And so, if you have an AI that can sit there and read a document and know it’s an invoice from a particular vendor, and knows where to go look on that invoice for the amount, when it’s due, so on and so forth, use the AI. And then, your people, instead of becoming data entry clerks, they’re reviewing what the AI does, make sure it’s good.

Chris Smith: [00:26:26] And once that’s in there and, again, ones and zeros, you don’t have any room for human error later on down the road. The integrity of your data really improves. And there’s a lot of benefits in terms of efficiency so the business can focus in on what it does and reduce its administrative costs accordingly.

Bill McDermott: [00:26:48] Yeah. I can really see the benefit of not only improving efficiency, but also improving effectiveness. I can’t talk to a CPA without talking about taxes. Taxes come up. And so, I’m going to insert a little personal bias here. So, businesses that have a tax strategy that minimizes taxable income make them very difficult to bank lending customers, coming from a banking background. So, that’s my bias there I have to get over.

Bill McDermott: [00:27:26] But I do know tax planning is a big part of your business. What do you see as tax planning? How do you do it? And then, why is it important for small businesses to do tax planning?

Chris Smith: [00:27:41] Our first philosophy is, first off, we’re going to be your advocate for our clients. Tax planning is important, but tax planning isn’t the end all, be all. Improving your wealth is the end all, be all. And so, we’re not going to implement or suggest a tax solution that isn’t necessarily in line with improving our client’s overall financial well-being. And so, that’s always secondary to financial well-being. But it’s a very important piece.

Chris Smith: [00:28:15] We’re in a segment. We’re not a large national firm, so we don’t have a lot of clients that are publicly traded or anything like that. Our clients don’t have investors to impress. They’ve got to impress the bank every once in a while. You know, so our focus is going to be on tax planning. It’s a heavy part of our relationships with our clients. And, you know, that is the business we’re in, by the way, is the relationship business. We may be accountants, but that’s what it is.

Chris Smith: [00:28:43] And so, we’re going to work with our clients to ensure their financial well-being is in place. And they’re doing it as a tax efficient manner as possible. And if they need a source of funding because of some sort of, you know, new business plan, new venture that they’re going to move into, then we’ll work with our clients and we’ll work with the bankers. And make sure the bankers understand these are things that we’re doing from a tax perspective, so let’s make some adjustments accordingly so you can get a better picture of what the cash flow would be for the organization, so you can make better lending decisions from that standpoint.

Bill McDermott: [00:29:25] Yeah, it makes perfect sense. So, the baby boomer generation business owners are retiring in droves. They’ve been successful. They’re wanting to exit. So, talk a little bit about how CB Smith & Associates helps business owners with succession planning.

Chris Smith: [00:29:45] Yeah, certainly. There is a time frame. Each business sits at a different life cycle and all businesses are different. We’re dealing with clients that are startups, that are on that front end stage, cash is really tight, they’re in a high growth environment. We’re trying to help them with business process automation to leverage the tools that are out there.

Chris Smith: [00:30:07] And then, we have clients that maybe are at that little more mature stage, but they’re ready to go another 10, 15 years. And so, that’s where tax planning comes into play. That’s where we’re thinking about, “Okay. How can we minimize your tax as much as possible?” So, that’s available cash to reinvest in the business or harvest from the business.

Chris Smith: [00:30:29] And then, we have clients that are very mature, you know, multi-generational businesses and they’re dealing with other issues where they’ve just got more pieces of the pie that they have to spread out, and so how do they manage growth from that standpoint.

Chris Smith: [00:30:46] But then, we have folks that they’re not ready to pass it on to the next generation. They’re looking for some sort of a succession plan. And the key to them is planning ahead of schedule. It’s a five year look. That’s where we change our strategy. We’re not necessarily interested in maximizing the tax benefits that they may be receiving, but we’re interested in making sure that business looks like a nice rose on the bush and it’s ready to be plucked off.

Chris Smith: [00:31:16] So, we’re going to help our clients from that standpoint. We’re going to make sure that maybe we don’t take those deductions as benefits that you have been taking in the past. Let’s see what we can do to improve the cash flow from the business to the owners. We often refer to it as EBITDA.

Chris Smith: [00:31:35] And sometimes it’s different. It depends on the business. It could be a heavy asset business, got a lot of assets to it, or it could be a business that doesn’t have much of a balance sheet at all and it’s more of a service business. So, we’re going to look at those aspects and make sure that that business is in a good position so they can maximize value out of it.

Chris Smith: [00:31:53] What are they doing from a management standpoint? Bill, you know this really well. What are they doing from a management standpoint so the business is not defined by the owner. It’s defined by the team. And so, that really enhances value of that business from that standpoint. And that’s a philosophy you should have even if you’re not looking to sell the business. Make the business work for you. You not work for the business. But we’re going to work with them and make sure that they have the right mindset in terms of what they’re doing.

Chris Smith: [00:32:27] And then, we’ll have conversations with them, they are going to cash it. How do you handle that? What’s the estate going to look like? What are we looking at in terms of the value of the estate and how is that going to go? How are those assets going to get passed on? How is it going to get taxed when you die? Having some conversations on that.

Chris Smith: [00:32:49] Also, having conversations of do you want to sell it to a competitor or do you want to sell it to your employees. We’re working with a company right now. It’s a civil engineering firm. And we’re working with them to potentially have a tax free sale through an ESOP. And so, we’re going to have those conversations with the clients, here are the benefits, this is how much of a squeeze you need to make to get the juice out of the fruit, per se. This is what’s going to be involved administratively to be able to get those benefits.

Chris Smith: [00:33:22] We had another client that was in the chemical business that they’re getting ready to be bought out by a competitor right now. And there was a big discussion as to whether it was going to be a stock sale or an asset sale. And an asset sale was going to cost them about an additional $800,000 in tax. And so, that’s an important conversation to have with your client in saying, “Hey, we need to have an understanding of this.” And that may be a renegotiation that you have with the buyer that says, not only do we have $800,000 in tax associated with an asset sale, but we also have capital gains on that $800,000. So, we probably need to have close to $1 million of additional compensation from the sale of the business. And, fortunately, it was a nice business, so the buyer agreed to that.

Bill McDermott: [00:34:12] Yeah. That’s great. We’re talking today with Chris Smith, who’s president of CB Smith & Associates. Chris has over 30 years of financial experience, passionate about his work since founding the accounting firm in 2003. He’s led the firm’s growth from one to three offices in Georgia to include 35 employees with a solid team. CB Smith & Associates is a business advisory and full service accounting firm that works in tandem with its sister company, Reliance Payroll, which is a full service payroll and human resources outsourcing firm.

Bill McDermott: [00:34:48] Chris, last question. Today, what are some tax law changes in Georgia that individuals or businesses need to know this year?

Chris Smith: [00:35:00] Certainly. Thanks for asking that question. There have been some recent tax law changes here in Georgia. And, you know, we just had a little internal, we have a First Friday Program with all of our staff. The first Friday of every month, everyone gets together and we talk about recent changes.

Chris Smith: [00:35:19] So, we, literally, just last Friday had a conversation about some tax law changes here in Georgia. So, it’s kind of still somewhat fresh in my head. The big piece that we have – there’s a couple pieces – one is, last year, Georgia passed what was called a Pass-Through Entity Election Law that allowed for S-corporations, in particular, and some partnerships to elect to be treated as a C-corporation for Georgia tax purposes.

Chris Smith: [00:35:51] And the benefit to that has to do with the S-corporation and partnership owners’ personal tax returns, because state taxes, when you itemize your deductions on the federal return, state taxes are limited to $10,000. And so, if you have a business of any worthiness that you can quickly exceed that, especially if you own a house and you’ve got property taxes of $5,000, $6,000, before you know it, you’ve hit that $10,000 threshold.

Chris Smith: [00:36:20] So, what this election does is it allows the Georgia income to be taxed at the entity level and it becomes a deduction for trade and business purposes purposes. And it eliminates it from your itemized deductions. And, of course, the income on your personal Georgia return that was taxed at the entity level is excluded from your income on your personal return. So, there’s a lot of benefits to that.

Chris Smith: [00:36:46] One problem we had with this is that it was limited. The partnerships that could participate in that was limited. You had to have certain qualifications in order to be able to do that. And so, Georgia has amended that law, I think it’s House Bill 415 that did that. So, they have amended House Bill 415 to allow all partnerships to participate in that election beginning in 2023, the 2023 tax year. So, that’s a big benefit for some of those businesses that were out there that there was a partnership arrangement they couldn’t do it. We had a couple of clients that just couldn’t do it from that standpoint, just due to the nature of the partners or in their partnership.

Chris Smith: [00:37:29] The other change that was been made and, of course, this is good news if you are one that likes paying less tax to the state of Georgia. House Bill 454 was just passed. And with that, the individual rate is going down. In prior years, the Georgia tax rate for both corporations and individuals was 5.75 percent. And Georgia’s individual rate is going to go down to 5.49 percent in 2024. And then, every year after that, it will go down another 10th of a point and it will rest in 2029 at 4.99 percent. So, that’s a good benefit for a lot of individuals.

Chris Smith: [00:38:16] The other things that changed for individuals is the Georgia Standard Deduction for filing married, filing jointly individuals has gone to $24,000. And the standard deduction for all others filing single, married, single head of household has moved over to $12,000. So, those are some of the changes that, just in the last legislative session, have been passed. And so, we’re going to see some benefits from that going forward.

Bill McDermott: [00:38:47] Yeah. Wow. Tax rates actually going down a little bit. What a concept. Chris, if someone has accounting questions or needs to get in touch with you for some accounting advice, what’s the best way for them to get in touch with you?

Chris Smith: [00:39:01] Yeah. So, website is a great place to go to. You can be a very small business just getting started, you’re trying to conserve every dollar you can, go to our website, sign up for a newsletter. We send out articles. We do blog posts monthly on various topics. A lot of great articles on our website about starting a business.

Chris Smith: [00:39:26] If you’re at a different stage in your business and tax is becoming a problem, business is growing, you know, feel free to reach out to us. There’s a couple links on the website to inquire with us and one of our senior level tax managers will call you up and have a conversation about how we can help you and how we can build a relationship with you from that standpoint.

Bill McDermott: [00:39:50] That’s great. And that web address is?

Chris Smith: [00:39:52] Yes. It’s CB Smith and Associates, so it is www.cbsmithcpa.com. That’s our website. And, of course, as your previous guests here had mentioned, we are also looking for talent in the area. And we work with a lot of the universities and schools, but we’re also looking for senior level talent as well that would help fuel our growth.

Chris Smith: [00:40:19] We’re a big believer that the players bring the fans. And so, the quality of our employees bringing clients and help us with growth. And so, we encourage anyone that may be interested in joining the team to go out to our website as well. You can go to About Us, and there’s a link there for joining the team, and we’d love to have an opportunity to speak with you.

Bill McDermott: [00:40:38] That’s great. Chris, thanks so much for coming on ProfitSense today.

Chris Smith: [00:40:42] Thank you.

Bill McDermott: [00:40:45] I want to take a minute to talk a little bit about liquidity. You’ve heard the idea that cash is king, and there is one liquidity rule that I think every business owner should know. Every business owner understands that cash is critical to running a business. But knowing how much cash is needed leaves many business owners confused and frustrated.

Bill McDermott: [00:41:08] I worked with a professional services firm that has a practice with three locations. Their revenue came from professional services that were reimbursed by insurance – insurance companies, as we all know, are notoriously slow in this practice – found themselves with at least half of their receivables over 90 days. No one was accountable for collections and they were forced to borrow from very expensive lending sources just to fund payroll.

Bill McDermott: [00:41:34] Quickly, we put the internal accountant in charge of collections. She blocked time on her calendar daily to make collection calls. In the next six weeks, the amount of over 90 day receivables was reduced to about 10 percent of the total, that was $100,000 cash impact to that firm. And the firm’s cash balance doubled because of it. They no longer had to borrow and saved a significant amount of interest expense.

Bill McDermott: [00:41:59] Now, the firm who works in the manufacturing space was able to increase their cash balance simply by requiring a 50 percent deposit for their product upfront. That way, they weren’t fronting all of their costs.

Bill McDermott: [00:42:14] No matter how you achieve it, my recommendation is that 15 to 20 days sales is a good number. Take your annual sales, divide it by 360, then divide that number into your cash balance. So, if you have $5 million in revenue, that’s about $14,000 a day to have 15 days sales and cash, your cash balance would need to average about $210,000. If you’re struggling with liquidity, work with your finance person to find out how to improve your cash balance and take action.

Bill McDermott: [00:42:49] If you want to keep up with the latest in pro business news, follow us on LinkedIn and Instagram at The Profitability Coach. If you want to listen to past or future ProfitSense episodes, you can find us on profitsenseradio.com. This is ProfitSense with Bill McDermott signing off. Make it a great day.

 

Tagged With: Accounting, AI, Bill McDermott, CB Smith & Associates, Chris Smith, Eric Cooley, Jonathan Strack, ProfitSense with Bill McDermott, retaining talent, Social Media, Strack Inc., talent aquisition, tax law, The Profitability Coach

Jason Sandmann with Out of the Weeds

July 10, 2023 by angishields

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Cherokee Business Radio
Jason Sandmann with Out of the Weeds
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Jason-Sandmann-bwheadshotJason Sandmann is a life coach who focuses on expanding his clients’ possibilities through emotional healing and raising consciousness.

After nearly two decades in the restaurant/service industry, he developed a deep passion for service and a deep love for people. But through his work and his own battles with depression and substance dependency, he noticed how many people seemed to live from a state of perpetual unhappiness.

As he worked his way through his own catalysts and found healing, he was called to help lead others to their own.  He recently wrote an e-book titled ‘The Overthinker’s Guide to Gratitude‘ which is available on a by-donation basis.

When not working, Jason enjoys getting out in nature, connecting with his community and deepening his spiritual practices.

Connect with Jason on Facebook.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Coming to you live from the Business RadioX studio in Woodstock, Georgia. This is Fearless Formula with Sharon Cline.

Sharon Cline: [00:00:17] Welcome to Fearless Formula on Business RadioX, where we talk about the ups and downs of the business world and offer words of wisdom for business success. I’m your host, Sharon Cline, and today in the studio we have a life coach who focuses on expanding his clients possibilities through emotional healing and raising consciousness. Two decades in the restaurant industry, and he has cracked the code on on how to encourage people to understand the ways they can use their finances, not only for financial freedom, but personal freedom. So please welcome to the studio, Jason Sandmann.

Jason Sandmann: [00:00:53] Hello. Hello. Thank you for having me.

Sharon Cline: [00:00:55] Yeah, I’m happy to have you in the studio and your company is out of the weeds coaching, is that right? Yes, correct. Okay. How did you come up with the name?

Jason Sandmann: [00:01:03] So that was an ode to my restaurant days, for sure. You know, whenever you if you’re familiar with the restaurant lingo or if you’re not familiar with restaurant lingo, I should say, whenever somebody is like completely swamped and they have too many tables for themselves and they can’t even think straight, they’re like considered to be in the weeds. And that’s either for the back of the house or the front of the house. And they usually need to have some help being pulled out. And as I started moving towards like doing something else, I really wanted to honor that space. And really this has been pulling me out of the life weeds.

Sharon Cline: [00:01:37] So if I go to a restaurant, that’s what people are saying in the back, like, Oh, I’m in the weeds.

Jason Sandmann: [00:01:41] Oh my gosh.

Sharon Cline: [00:01:42] Oh, I didn’t know that. Yeah, I haven’t heard that term.

Jason Sandmann: [00:01:44] Yeah. No, they are, they might not say it from a with a PG Oh. Thing but they are definitely saying it. Yeah. It’s definitely one of just the little things of the language of that.

Sharon Cline: [00:01:58] So it’s nice. Like you said, it’s an ode to where you used to be 100%. And what I like too is that you focus a lot on people who are in the service industry, helping them to get themselves out of the weeds, not in the restaurant, but like, financially.

Jason Sandmann: [00:02:12] Yes. So that is something that’s somewhat shifted as I have shifted. When I first started going into coaching, it was very much I was in the middle of my own debt free journey and I had started finding all these resources that were helping me. And I was just wondering like, there’s all of these people in the service industry. Over 50% of people in the United States work at the service industry at some point of their lives over 50%. Yeah, it was crazy. And I was just like, Why is nobody talking to people here about how to actually like manage your money and how to build towards a life that you want? Like, it’s a beautiful, beautiful industry, but so many people are just stuck in thinking that it’s just a, you know, job that is only temporary or doesn’t mean anything, or they’re going to be judged by it. And I was like, No, you can actually go and build whatever life you want and stay in this business if you want to. Now, I said that as I was exiting it and my focus has gone. I still love working with people in the service industry. It’s where my heart and soul is. I’m the best people I’ve ever met were in that. But as I’ve kind of grown my business and it’s become much more of my own spiritual journey into it, I’ve expanded that just to really anyone who struggles with happiness and how that plays into our finances, how that plays into our relationships and how it plays into our health.

Sharon Cline: [00:03:27] Well, what I didn’t realize and you have this on your website that tipped workers are more than twice as likely and servers almost three times as likely to fall below the federal poverty line. And I think that’s fascinating to me because there is a notion, or at least in my mind, I’ve assumed that in order to build wealth, you have to already have a bunch of wealth like the wealthy people build more wealth. But what you’re saying is it’s the opposite.

Jason Sandmann: [00:03:53] Yeah, no, it’s totally the opposite, right? Like one of the things that I know we kind of maybe had on the list to talk about a little bit. Like a lot of times we work backwards, right? We think that like we’ll be wealthy once we amass the wealth or whatever, but it all starts the other way around. Like we have to kind of start making those decisions from a place of like what a wealth mindset would look like. What does like a self worth with wealth mindset look like? And you can certainly go and not be limited by any of the circumstances. It just requires making some different decisions there. In the restaurant industry especially, there’s this kind of just prevailing mindset of like, you know, when I’m flush, I’m flush. Like when the money comes in, when it’s good, I’m going to go ahead and spend it. And then on those tougher times, you know, the money’s just not there. And then how am I going to pay rent? And it just takes a little bit of shifting of that. It takes a little bit of kind of reorganizing values and then all of a sudden you can really start like building momentum and create, you know, enough money to go and buy that house to go and like create a lot of solid foundation. The restaurant industry is one of the only places I knew where I could go in without having like my college degree finished and go and make like significant money. Does it have its drawbacks and its challenges? 100%. But it’s not. That’s not what the problem is. Is really the mindset that comes around it. And this idea that it’s temporary because it’s also driven by day to day.

Sharon Cline: [00:05:21] Because you can’t count on the amount that you’re going to get. There’s no set amount, right?

Jason Sandmann: [00:05:25] Yeah, there’s no reliability. You can go in one day and make $25 and you can go in the next day and make 250. And so it becomes this really weird game of, you know, trying to stick it out on those slow times and not let that discourage you. And then like, you know, Oh, is there another place I should go work? Is that more consistent? And then like when you go in, you’re chasing it. Like if you’re chasing money, it’s always running away.

Sharon Cline: [00:05:48] I think anything you chase runs away from you.

Jason Sandmann: [00:05:50] That’s absolutely correct. Yeah, for sure. So it’s one of those things where you really just have to find some way to build consistency in an inconsistent environment.

Sharon Cline: [00:06:01] So what are the challenges that you generally find? Is it does it come down to just that mindset? Is it once you switch the mindset, then it’s not so difficult.

Jason Sandmann: [00:06:09] It’s not just mindset, right? Like a lot of times we kind of want to pretend in the space that it’s just mindset, but like you really need a kind of a whole body experience or like a whole embodiment of it. But the mindset is a huge part of it and it’s certainly where you can start the environment for people who are in the restaurant world can be very, very challenging, right? It’s fast paced. You’re really tired, you’re surrounded by food and drink and alcohol, a lot of alcohol. There becomes a lot of dependency. I certainly had my own battles with.

Sharon Cline: [00:06:39] That can only.

Jason Sandmann: [00:06:40] Imagine. And you know, it becomes very easy for that. Like the hours are long and different. So like, you know, going and cooking dinner for yourself when you get off a shift at 1 a.m. doesn’t really sound like, you know, the environment for a healthy lifestyle. But you can make different choices to build around that and you can kind of find some different avenues to build health, but you have to decide that you want to do it.

Sharon Cline: [00:07:03] Gosh, it’s funny, you know, I just I’m a patron, right? So I’ll just go to a restaurant and I just order my food or whatever. But I don’t I have not really sat and thought about what it’s like on a server side, seeing someone like me over and over and over again, you know, and then staying there, like you said, late and then hoping that the tips come because not everybody tips the same. But I also think how difficult it is to serve the public. Oh, my goodness.

Jason Sandmann: [00:07:29] It can be. I like to try to bust down that myth as much as I can. Right. Like I when I say that the best people I ever met were in the restaurant industry. A lot of them were people I worked with, but a lot of them were also on the customers and the guests I made. Like, it really just matters where your attention goes. Like if you want to put all your focus on the people who don’t tip well or you know, the table that like ran you a little bit ragged and that’s where all your energy goes, then you’re going to miss all of these really wonderful interactions you had, or at the very least just something where you went and you just made somebody’s day a little bit better. You nourish them and there was no kind of energetic exchange at all. But I found so many beautiful relationships through those customer engagements. And I think a lot of people do have that experience, but it can get very easy to like fall into the, Oh my gosh, I need to make certain amount of money. This person didn’t tip me. And then your energy goes down and all of a sudden your entire night is wasted.

Sharon Cline: [00:08:27] Well, you do have a connection between coaching what you’re doing with finances and someone’s mental well-being. So it’s not just how someone manages money, it’s actually there’s a therapy behind it.

Jason Sandmann: [00:08:40] 100%. Yeah.

Sharon Cline: [00:08:42] Can you talk to me about what that is?

Jason Sandmann: [00:08:44] Yeah, it’s, you know, everything, in my opinion, ends up coming down to like, how we feel about it. And I still have my own stories and limitations around money that I’m working through myself because, you know, we have these preconceived notions and this programing that we’re not even sure of where it came from. Truth. And there’s a lot to do around, like, you know, before we can kind of rewrite the money stories or just self-worth stories, we have to let go of a lot of the old ones. We have to uncover them. We have to allow ourselves to feel them and then start seeing them for the illusions that they are. You know, you mentioned one of them earlier is like, well, you have to have wealth to get wealth. That’s only as true as you make it. Right. But we just we hear it enough that subconsciously we decide, well, you know, yeah, that’s got to be true. So I’m never going to get there. And, you know, if you want to go and resent people who have a lot of money, like is that going to be a formula for you to invite a lot of money into your life? No, it’s not like there’s so much energetically and there’s just so much emotionally that we have to work through and really also just take this equation with like money equaling happiness kind of out of the out of the equation. Like you can create money from a happy state, but, you know, money’s not going to bring you happiness if you’re not happy before you get it, you’re not going to be happy afterwards.

Sharon Cline: [00:10:06] I have heard this phrasing, that money, and you’re more of an expert than I am. So I would love to know if you think this is true, that money amplifies. Who you already are. So if you’re sort of a darker energy kind of person or a controlling person, well, now that you have a bunch of money, you get to use that as a way to continue to further your control. But if you have like sort of a generally happy disposition, you use that money in the same way to further your happiness and the happiness of other people.

Jason Sandmann: [00:10:36] There’s definitely truth in that, right? And I find it interesting that that that equates so much with alcohol, right? Like when you drink too much, it’s one of those things where.

Sharon Cline: [00:10:44] That that’s so brilliant. I hadn’t thought about that.

Jason Sandmann: [00:10:47] It amplifies.

Sharon Cline: [00:10:48] Who you already.

Jason Sandmann: [00:10:49] Are, who you already are. It never makes you do anything that you wouldn’t do. It’s just something that kind of allows you to like be less blocked in front of doing it. And money is the same way. Like if you feel like scarcity runs your life, no amount of money is ever going to be enough. You can have $1 million in the bank and just be like, I’ve got to get more. I’ve got to get more on the other side of things. Like, you know, if you’ve got this identity of like just you’re a poor person and that’s what you live by subconsciously, well then no matter how much money you make, you’re always going to spend more than you make. And you’re always going to do that until you start to really reprogram what that mind is like, especially the subconscious beliefs for it.

Sharon Cline: [00:11:26] It’s so fascinating to me to think that even my saying wealthy people make money or wealthy people make more wealth through investing that that maybe I have and haven’t thought about it, have a conscious, subconscious belief that I you know, I’m resentful of those people. Like I’ll never be that person. Do you know what I mean? Like, I didn’t even think about just even having that phrasing in my head would encourage subconsciously a negative belief that will actually keep me in the position of never being able to have enough money to invest.

Jason Sandmann: [00:12:02] That is something I think most people don’t really consider how powerful the language that we use is and like really whatever we speak our world into, like it creates it. And especially what we give our power and energy to. So if it’s one of those things where, yeah, like we just kind of say it and it’s off the cuff and we just like, we have to go dig in and accept that it’s true. Like that idea that money doesn’t grow on trees, right? That came from the Great Depression and things have changed completely since then. But that prevailing belief is what drives so many people to kind of stay stuck in their position that they are or say that, you know, it’s so limited when all we see is the government print more money, right? Like I can I imagine a world where it’s not like money itself is is a different conversation, but like it’s just energy that we exchange and there’s really an unlimited supply when we kind of look at it from that lens. But we have to realize it’s like, Oh man, subconsciously I have all of these beliefs, not just about like these external things, like money or whatever else, but about myself and my ability to to earn it or what I’m worthy of. Et cetera. Et cetera.

Sharon Cline: [00:13:14] So you’re talking deep emotional work. Yes. And so how open are people generally? Because when you’re talking about money. Okay, well, what stocks should I invest in? Like, it’s facts and, um, not subjective to your opinion or my opinion of myself? It’s just facts. And so how how resistant are people to really doing? I’m sorry. You’re kind of laughing. Well.

Jason Sandmann: [00:13:44] People are pretty resistant to doing the emotional work until something prods them to do it. And for me, at least in my life, I’ve noticed that like or at least it’s my opinion that emotional avoidance is really at the root of pretty much all of our problems as a society. I think it’s at the root of depression. I think it’s at the root of addiction. I think it’s at the root of all of this supposed separation that we’re supposed to feel from each other. All of it is running either away from a feeling or chasing a feeling. And to me, you know, especially like, you know, growing up as a man in the South, there’s like this concept that we’re supposed to be like to be like masculine or to be a man you’re not supposed to, like, express how you feel and or you’ll talk to like, you know, some of the older generation, they’re like, Well, we didn’t talk about all this stuff back, back then. And I’m just like, Well, that’s why we’re here now. Do you.

Sharon Cline: [00:14:37] Hear that? People say, Yeah, Oh, you know, no, suck it up or whatever it is. I don’t know what they say, but.

Jason Sandmann: [00:14:42] Not as much anymore. Right? Like, I’m I’m very grateful to live in a time where we do talk a lot more about our mental health. And I think there are a lot of areas where we’re still missing the mark on addressing it, but we’re at least more open to the discussion and more people are coming to the work, which is really great. My family will still definitely go down. We don’t need to feel this or talk about any of these things and I’m just like, Well, I don’t know what we’re going to talk about then, because it’s literally all I talk about.

Sharon Cline: [00:15:08] What have you noticed in I don’t know if the quality of your life is the right word or phrase, but. What have you noticed that has been so motivating for you about your life that makes you want to share so much with other people?

Jason Sandmann: [00:15:23] I know how low I’ve been. I was for a long time, very identified with like the label depression. And I don’t really do a lot of labeling myself with a lot of things. But like, I would have told you I was depressed all day long. And while I never would have called myself an alcoholic, I certainly had the dependency issues with drugs and alcohol. And, you know, I thought I was hiding a lot of that. And it turns out that I wasn’t right. I ended up I had I had a marriage for 13 years or 11 years. We were together for 13. That ended. I ended up leaving my job and everything felt like it was falling apart. And all of a sudden, though, I started finding like these little beautiful windows into forgiveness and acceptance for some of the things that had been holding me back so long. Some of my family stories and, you know, over time, I’ve become the happiest person I know. Like, I just love my life and it’s completely independent of my circumstances. Like I’m still figuring out the business side of things. A lot of times, like, how do I go and approach this and how do I attract people to do this work that they’re resistant to doing? And I still fall into times when I am in a lower vibrational state or lower energy state. But I always know I get to come back to love. I always know I get to come back to just getting accessing my higher perspective and saying like, no, like I am so grateful for everything that’s come on. And that journey has been so meaningful to me that I just want to bring as many people along for that as I can. It’s never about, you know, trying to have them believe the same things I believe, but it’s just opening up people to their own belief and their own expansive possibilities once we remove our emotions from what our circumstances are.

Sharon Cline: [00:17:08] But that’s really important because so much of my story I identify with and the reason why I can justify what I’m doing and why I’m doing it because of my story. And so what you’re saying is that story has run its own script and is really not serving me in going forward to change what my future will be. If I continue to identify with my story, then it keeps me in that same vein or mode. Yes.

Jason Sandmann: [00:17:34] Yeah, that’s exactly right. Pretty much everything that we create in life are based on stories, and those stories are only as true as we make them. Most of them are just, you know, ego programing and attachment to these identities that this is who I am. And you really have this capability of deciding that you’re going to be somebody different. You can do it in a day. And, you know, I work with a lot of people around like self confidence and everything else and like, you know, just being able to go into a room and believe that you belong in a room, like it really is just a decision. And it’s where the storyteller, which means we get to author a new one. But that’s so scary to consider. And it’s so there’s so much resistance. And it’s like, no, no, this is all real. And it’s like, it’s only as real as we make it. Like life corresponds to the beliefs that we carry. And it’s really I always joke around because when I work with somebody, it’ll start off pretty heavy, right? Like it is. It’s just heavy. One of my clients the other day joked around. She’s like, I’m going to talk about the five stages of working with you. And it was anger, anger, anger, anger and acceptance.

Sharon Cline: [00:18:40] What a.

Jason Sandmann: [00:18:41] Fight. Yeah. And so, I mean, that’s challenging and it’s scary to confront all of these stories and kind of see where we’ve held ourselves back and, you know, not and feel the shame that comes with that. But that shame is just a story as well. And once we get through that, it gets to be this really fun and inventive time where it’s just like, Well, what do I want to do? Like what? What at the heart of myself have I always actually wanted? And like, how do I start creating stories that empower me to get to that?

Sharon Cline: [00:19:13] Well, what you’re saying to me is that I can’t play the victim anymore, which there’s some satisfaction I got. Sorry. I get a little satisfied being able to say that it’s not my fault. You know, somebody did this to me. And the reasons why I can’t is because this was done to me or this circumstance happened, and A plus B equals C like anyone. But what you’re saying is I can change that narrative completely and be the author of a whole different kind of narrative that brings out a different experience.

Jason Sandmann: [00:19:46] Absolutely. Yeah. 100%. Like everything is, it comes down to a choice, right? Like, nobody can make me angry. They might do an action that, like, triggers my emotional reaction of anger. But the anger is my own, and the decision to stay in it is my own. And, you know, it doesn’t mean that you don’t feel it like because there’s an entire other thing about like, numbing that you don’t want to do. But what it does mean is that you don’t allow it to take over your. Life and become who you are. You get to change it. And I’ll give just a real example from my life. So, you know, again, my family life was really, really challenging. For a long time, I didn’t really have a relationship with my mother or my father. And for over 20 years, I didn’t see my mother at all. And so for a long time, I was a victim to that story. Right? Like my parents didn’t love me enough. And, you know, that was how I lived my life. And I was always looking for other people to validate what how lovable I was like what people thought of me. And it was never enough. It was never enough and never, never enough. It was trying to fill a hole that was endless. And then when I did find this book called The Four Agreements and I started coming through that.

Sharon Cline: [00:20:57] I’m well aware of that one. Such a good one.

Jason Sandmann: [00:20:59] It’s so good, right? Like that thing. Don’t take it personally. And it shattered the glass for me and I was like, my parents were just they were 20 years old at the time. They had me. I was 30 something at the time. When I was having this realization, I was like, I’m still not ready to really like raise a kid given the environment I came from. They also had their own challenges like, why am I taking this so personally? They didn’t mean it like towards me. They were just struggling with their own life. And once we start seeing people through that lens, everybody’s just acting out of their own pain or their own level of consciousness. And so nobody’s really trying to kind of come and get us. We’re not a victim unless we choose to be, and that there is a little bit of resistance in that because then it means we have to take responsibility.

Sharon Cline: [00:21:46] So what I’m saying, what do you mean it’s all because of me? Well, but I think that like harkens back to that phrasing. Like no one can make you feel inferior without your consent. I think it’s Eleanor Roosevelt who said that, which I understand the concept of that. Like you have to actually believe that you deserve that label. And once you do, well, then yes, they made you feel that way because you already inherently had that thought process in your head. Yeah.

Jason Sandmann: [00:22:11] There’s another kind of idea about that, right? Where it’s, you know, nothing that can’t or nothing that I’m trying to phrase this, right? Actually, just read it. Nothing that can’t be attacked needs to be needs to be defended. Right? Like if I’m so secure in who I am and like what I’m bringing to the table, that, like, if somebody doesn’t like, see it, that’s fine, then there’s no reason to have any defense over it. But as those areas where we already are seeing ourselves in that light, where it becomes really vulnerable and really scary because we feel like, you know, we’re on unstable ground and it just takes work to kind of get through that.

Sharon Cline: [00:22:52] Do you think that shame drives most most of our issues in life?

Jason Sandmann: [00:23:00] Yes. I’m actually coming to some new language around this as well. Like shame. Shame is one of the, like lowest vibrational emotions we can stay in and, you know, very heavily attached to guilt. And I equate shame with the word should, right? Like, you know, I should have done this. I should have done that. And that becomes really, really a self-defeating very quickly, whereas I could have done that brings up possibility. Ultimately, I think fear drives most of our decisions. It all comes down to fear of abandonment or fear of rejection, which both are really just aspects of fear of separation. But, you know, with that anger and sadness kind of play with it. But but shame kind of triggers all of those things, right? Like it’s it’s kind of the doorway into those, you know, is it the doorway into fear? Is the doorway into that sadness area for sure.

Sharon Cline: [00:23:51] So I believe that most people make decisions out of fear or love, right? Yeah. So. If you were to percentage it out. Generally speaking, how much does fear drive just the average person? Because I have fear of a lot of I’m sorry, this isn’t about me, but I was thinking I, I have fear about a lot of different things, but I’m wondering how much my fear separates me from like, what you’re saying is changing my narrative to be more loving and accepting not of just my own story, but of someone else in my life who I’m projecting my feelings onto instead of being compassionate to them and loving to them. How much do I change who I am in order to not have that separation?

Jason Sandmann: [00:24:36] Yeah, I think if I’m answering it from a percentage, I think 100% of people are like really driven by it, right? Like, it’s part of all of our lives.

Sharon Cline: [00:24:44] I know. I was thinking that, that I think I do this all day long.

Jason Sandmann: [00:24:47] We do. And like, you know, there are different levels of, for lack of a better term, like when you kind of get to enlightenment and start living from love, from a lot more, from another area like you can start changing that and it becomes this really beautiful experience. But, you know, most of us, even when we’re really first operating around like we don’t even know how to love, right? Like, because we don’t know how to love ourselves. We don’t know what that feels like. And so even that’s kind of driven by fear because it’s just I want somebody else to tell me that I’m worthy and then I’m.

Sharon Cline: [00:25:20] The bottomless pit of need of validation, like you were saying, like there’s never enough words. Because if it doesn’t come from me, then there’ll never be enough because I need it externally. It’s not coming internally.

Jason Sandmann: [00:25:33] Exactly. And the nice thing about that, though, is once you do start accessing the internal, there’s an endless supply. Like you never run out, you know? And for me, that’s my connection with Source or God or spirit.

Sharon Cline: [00:25:46] Whatever you want to call it.

Jason Sandmann: [00:25:47] Everybody’s got a different. Everybody’s got a different name. And I kind of go between the three because that’s been a more recent journey for me to really embrace. But yeah, like it’s never if you’re looking for love and you’re really and you know where you find it, like there’s never a chance for it to run out. You can love everybody. You can love everything. But we do look at it as a finite resource until we kind of learn to tap into it.

Sharon Cline: [00:26:12] Have you noticed the quality of your relationships are so different because of this shift in your own perspective on what the purpose is of even having relationships?

Jason Sandmann: [00:26:22] Yes, 100%. Like there’s so much more kind of openness and vulnerability. There’s so much more understanding. And not with every relationship, right?

Sharon Cline: [00:26:32] Like, I don’t think everyone is designed to think like that.

Jason Sandmann: [00:26:35] It’s for for me personally, I get really in my own head, like sometimes about like, you know, not wanting to always just speak into somebody’s life like that and like, meet them where they’re at while also, you know, not enabling or keeping that up. And so there are certainly relationships that will be a little bit more challenging for me to navigate that with. And I’m still, you know, I’m awaiting my partnership to like, really get to do that romantic relationship again where it’s something where we both get to be fully invested in doing this, work ourselves and build co-creating a life together. But yeah, just the conversations I have with people on the street, the conversations I have with people I’ve known forever, it’s like night and day from what I used to be. It’s so much more rich and it’s so much easier to actually see them for what they’re saying rather than just put my filter on it the entire time and wondering what I’m going to have to say next. It’s just it allows me to be really present in every relationship that I’m in.

Sharon Cline: [00:27:37] I love what you’re saying because there are times where I am very, very mindful of where I am and what I’m doing in my life. Like, I try to imagine imagine that tomorrow I no longer am allowed to be in my house. It burns down or whatever. So sometimes I’ll walk around and look at where I am. With a wistfulness like that, it’s almost gone and that I get to visit it, you know, kind of like if you could imagine visiting your childhood home, you’d look at every little thing and be like, Oh my God, I totally forgot that that was, you know, Oh, I remember. So I try to do that. And then there’s like this feeling of appreciation that I have that I don’t think I access because I’m always running, I’m always doing a million things and I’m like, it’s I need to clean. Like, that’s what I’ll be thinking about what I haven’t done. But I like the quality of my day. I’m still living the same day, but the quality of my day feels sweet. I don’t know if that’s the right word.

Jason Sandmann: [00:28:33] Sweeter. I love sweet. I think that’s a beautiful way to describe it. It’s. Yeah. Presence is everything, right? Like being willing just to be in the moment that we’re in and not be driven by, you know, future anxiety or past fears because that’s all like, that’s all made up space. None of those things actually exist. We’re here now. And the more that we can like be in that moment and just appreciate it for the perfection that it has, even if it’s something that’s challenging us, there’s always we can always find what it’s teaching us. We can always find the beauty in it, and it takes training. That’s why gratitude is just such a powerful.

Sharon Cline: [00:29:13] That was my question. We were talking about why you had a list of things to talk about, and I was thinking how important is because gratitude to me changes the energy of everything. And so I was actually like, so excited to talk about that because when I have that gratitude feeling, like I was saying, you’ve been walking around my house and appreciating or just anywhere, I am thinking I’ll never be able to visit it again. So look at it with this wistfulness. It’s like my I can feel a change, like a like a visceral change in my body.

Jason Sandmann: [00:29:43] Yeah. We spoke, you know, talking about, like, emotional vibration and everything else. And that’s a whole other conversation that I’m not quite able to speak on in the depth that I usually like to communicate. But like, if you’re looking at gratitude, it’s one of the highest. Oh, okay.

Sharon Cline: [00:29:57] I got you. So that’s why it feels so different.

Jason Sandmann: [00:30:00] Yes. It’s literally like operating or opening you up to operate on a different frequency. And it’s rewriting your script, right? Like the brain and like, let’s let’s take a moment to, you know, be appreciative of the brain itself, like the ego that’s trying to protect us and everything else. All this stuff that runs in fear. It’s only doing it because, like, it’s on survival mind. Like it just thinks everything’s a threat. So it’s doing its best to give us safety, even though it’s in reality creating our misery.

Sharon Cline: [00:30:31] The oxymoron that is or whatever. It’s like the irony. Yes. You know.

Jason Sandmann: [00:30:36] Yeah, it’s just misguided as all it is. But like, you know, really finding reasons to be grateful. Like if you don’t, if you don’t have that in your heart now, like no circumstance is going to bring it about.

Sharon Cline: [00:30:47] No amount of.

Jason Sandmann: [00:30:48] Money. No amount of money. Yeah. Like no relationship, no meal, anything. It’s all fleeting, right? Like, but being able to be here and just be an appreciation for the moment. Like one of my mentors. We’ll talk about dating the phase you’re in. It’s like no matter where you’re at, just fall in love with it.

Speaker3: [00:31:07] Oh.

Sharon Cline: [00:31:08] I love that.

Jason Sandmann: [00:31:09] Yeah.

Sharon Cline: [00:31:10] So. So sometimes I imagine because I’m not in a relationship right now, but I try to imagine if I am, what would I miss about being without someone? So like the I don’t know, the control that I have, the not answering to anybody is kind of nice. But at the same time, like, think about it like that. I’d miss what are the things that I’d be missing. And so that way I can appreciate those things that I have right now. And there’s just something about knowing that I am very intentional, that if it did all end tomorrow, that will. I appreciated it while I was in it. So I don’t have as much mental torture about the fact that time has gone by and I haven’t done what I thought or my accomplishments aren’t as big as I think they should be. Like I have a lot of shoulds on me. Yeah, but I like that feeling of not the mental because I’m really good at mental torture but like relaxing. The Did you really appreciate what you had? Because now it’s gone. But if I take a minute to really do that, well then I don’t have to beat myself up for the pain. Yeah.

Jason Sandmann: [00:32:13] Yeah. That’s such a beautiful kind of avenue to explore and to play with, right? Like I always will talk about like suffering is the space between how things are and how we think they should be. And, you know, once we take that out of it and once we just allow ourselves to appreciate it for the moment that we’re in, it just becomes so much more freeing. It’s such a beautiful state to live in. And, you know, I would encourage you just from from your share here to, you know, play with the idea of like maybe not in that fear of losing it, but also understanding. Yeah, like we’re only here for a little while on this part of the experience. You know, we can talk about what happens after that all day long. And there there’s a lot that comes with, you know. Untangling our beliefs around that. But at the same time, like this is just like, what’s better than this moment right now, right? Like, this is such a cool, like just time to have a conversation. And it’s so nice just to be able to kind of like feel the air conditioning. It’s like, would I rather be paying attention to that or would I rather be like, Oh my gosh, what’s going to happen? Is anybody going to listen to this? Yes. Right, Right. Like, what did I just say? Oh, my God. Like none. That’s all just designed to keep us in the suffering state. And again, it’s a protective mechanism, but the more we can really find that space and create the space between our thoughts because the thoughts aren’t real, they’re not always ours until we, like, really intentionally choose them. Then like it just makes it such a easier experience to go live through.

Sharon Cline: [00:33:56] Right. Because the time is going to pass regardless. And so the quality of your experience can be so directly influenced by your intentions and your choices and how you want to experience them. So how? It’s interesting, too, that you take all of this really it’s higher thinking and apply it to money, which is so low when you think about it. I mean, it’s a tool, right? It’s a tool. But so many I mean, this is what drives so much in this world, right? Yeah. The acquisition of money and power that comes with it.

Jason Sandmann: [00:34:28] Yeah, there’s there’s this could be an entire other conversation around it. There is so much around money that we have either villainized or worshiped and both are wrong. Right? Like, again money is just an energetic means of exchange. It’s really very similar to time. It’s just a resource that we have. And, you know, the fact is, is like we get so caught up in these stories around it and we get so caught up in all of these beliefs that again, are only as true as we make them. But that’s how we run our entire lives, like everything is a story. And so it’s just being able to uncouple from that and be like, okay, do I actually believe this? Or is this just something I’ve heard all the time? Is this something that, you know, maybe I can tap into another energy? Do we have time for a quick story?

Sharon Cline: [00:35:21] I love.

Jason Sandmann: [00:35:22] Stories. Okay. So the money is energy thing is one of those things that I conceptually understood it for a while, but I couldn’t couldn’t see it. So last year I went to a marketing conference and we were in the second day of the conference was George Bryant was the guy’s name. He is phenomenal. I love all of his stuff, but we’re in the conference and he’s doing all this work. But like the second day you can tell that not everybody really knows each other. And he does this exercise to kind of call that out and we all get to know each other. And so, like now, this conference had already been amazing and we were really getting a lot of information and connecting. We just started connecting like supercharging it. And so a big group of us went out for dinner that night and we go to this restaurant and like, there are 20 of us and we go kind of to the back and there’s not really tables for us. And so people start moving the tables around and like my former self is like, Oh my gosh, they’re all going to hate us because they are. We don’t do this in a place. Let them come set it up.

Jason Sandmann: [00:36:20] But, you know, all of that happened and then we just started like sitting down and connecting. There were like 20 of us, and it just got like, better and better. The vibe just kept rising higher and higher. The service wasn’t great, like the service was fine. They didn’t really know what to do with us. They definitely calmed down from us moving everything around. But you know, it wasn’t anything that stood out. Well. One of the guys who was there at the conference was probably the youngest dude in the room. He was this was in Montana. And he snuck off and like paid for our entire meal. And everybody, like, starts finding this out and they start looking to him and they’re like, trying to force their money on him. And he’s like, No. And I’m like, I’m really working on being able to receive. And I was just like, you know, thank you for this gift. I’m going to go ahead and let you receive. Well, once he once it was clear he wasn’t going to take any more of the money, everybody just started throwing money on the table. And I had looked over and I’d seen that, like whatever. I don’t know what he had tipped her on his credit card, but I could see it had already been big because she had already been like, so grateful for it.

Jason Sandmann: [00:37:22] And then we handed her the cash and right there was finally where money is energy. Like we just exchanged money for a feeling, right? Like we just exchange it because we either want to feel better or we want to like. And so the more that we can kind of raise our own vibrational reaction to money, the more that we’re going to attract a lot of that in like the more we attach gratitude to money, even when we don’t have much. Like that’s when it’s most important. Just be so grateful for it coming in and, you know, just be thankful for all the opportunity to provide. It allows us to be fed and as we do that like money then just is attracted to us in a different way. And it’s this really beautiful thing. It’s just as we raise our energy, more people want to be around us and that gives us more opportunity to make money. And I’m just like, Oh, now living that is his own practice. But it’s certainly kind of the the set point that I want to operate from.

Sharon Cline: [00:38:17] I love that. Because what you’re to me I mean, I’ve spoken to different financial planners and people who are helping on the financial side. Like I was saying, with numbers like financially, it’s smart to invest here because traditionally it does this and this is how much you can expect to make. And generally, but you’re talking about a completely different mindset regarding the worthiness that we feel about whether or not we should have money and the like. You said, the villainy people associate with money, which but actually, if you think about it, and I’ve done this where I will be watching movies and almost all of the movies have to do like the bad guys are the ones that want money and the power that comes with the money. So in my mind, I’ve always had like a well, it ruins people’s. I don’t know. It’s corrupt. Corrupt. I don’t It makes people corrupt. Is that right? Is that right? Now I said that. Yes, it is on my radio.

Jason Sandmann: [00:39:13] Yeah. You know, it’s one of those things I just lost what I was going to say. Now. Now we’re really making some good.

Sharon Cline: [00:39:19] I distracted you big time.

Jason Sandmann: [00:39:21] Let me see if it comes back.

Sharon Cline: [00:39:23] We’re talking about how your way of approaching money.

Jason Sandmann: [00:39:28] Okay. Thank you. Yes, I do. I do recall. So one of the things when I first started going into coaching, it was strictly financial coaching. And I found that I don’t really have a lot of interest in like trying to do the min maxing and like trying to kind of figure out you can’t really talk about insurance or stocks, but like you do have to like be able to give some guidance there. And I have some interest in that. But like that’s never where I really got value from talking to people. What did really resonate with me was like, where your money goes is where your values are and how me going to that. That discussion is what helped me completely reframe my relationship with alcohol, like getting my money in check and making myself make a choice all the time and say, I’m either going to take it from here or not. Like forced me to like, look and be like, okay, this is where I say I my values are and my budget. This is where my money is actually going. And is that a choice I want to continue to make? And that’s what led me down to this, like figuring out what my values really are and then the subconscious work, because the money is just, as you said, it’s just a tool. It’s no different than any other tool. It’s going to, you know, it’s at the hand of the user. So what we really need to start managing is the user.

Speaker3: [00:40:41] Mm hmm.

Sharon Cline: [00:40:42] So interesting. Do you feel like you do you feel like the way that you. Um, choose to not allow your ego to rule your world. That you that choice that you’re making, is it a constant battle every day or is it or every choice? Or is it like a muscle that you get better at as the more you do it?

Jason Sandmann: [00:41:06] It’s certainly a battle, right? Like the ego is very crafty. It knows a lot of ways it does not want to be transcended. And that’s certainly when I talk about like the spiritual journey I’m on, that’s what I’m working towards. But as I said, like I, I certainly have times where I fall into future casting or past stuff. It does get much easier and you can, you know, create new identities for yourself that like really do help kind of keep or put it in a different program. So at least whatever your ego is coming with is something that you designed and got.

Sharon Cline: [00:41:42] You So and you’re talking about other tools, other sort of mental tools or grounding techniques that can get you out of the loop, that you can find yourself in. Because I think I battle all day long with what I really want and what my. Well, I mean, I’m either choosing to honor like my spiritual side or my body side. Do you know what I mean? So it’s like always a battle between those two.

Jason Sandmann: [00:42:05] Yes, it is always a battle. And ultimately, what we want to do is bring them into alignment, right? Because they are just the same. The spiritual body and the and the physical body are parts of the same, you know, consciousness that we all have. But yeah, like we are programed to say this is what we need to want. Like I’ve got to find security this way. And so many of us forget like the actual stuff that we want. We don’t chase what our dreams are. We don’t even know what our dreams are anymore. And that carries fear in and of itself for people, right? Like that’s another reason why people kind of avoid the work because they they shame themselves for not even knowing who they are.

Speaker3: [00:42:45] Sheesh.

Sharon Cline: [00:42:47] How much do I do this all day long? A lot. Yeah. All right. Well, I have another question for you. So you had mentioned that there are two important practices that anyone listening could incorporate into their routines. We were this is part of the questions that you had suggested. So what what do you think people could do? Like the average person, the.

Jason Sandmann: [00:43:09] Most important things for me, something I work anybody who works with me, it will be one of the first things that we go over is some sort of gratitude practice. And it is, you know, meditation or some sort of presence practice. It doesn’t have to be the same meditation that like we always picture, right? Like it doesn’t have to be the Buddhist on the mountain. If you feel called to that, great. Because there’s a lot of a lot of benefit to it. But really just creating that space between our thoughts and then starting the rewiring rewiring process to where we always train the brain to look for what it’s going to be grateful for rather than just look for the disaster, just look for the protection thing. Just be like, No, no, wait, what? What? Right now, in any situation can I find and be grateful for? And that’s not toxic positivity. That’s not pretending toxic positivity.

Sharon Cline: [00:43:57] Interesting. I hadn’t heard that term, and I totally get what you mean by it. I’ve never actually put that together. But you’re right. Someone can just it’s all going to be fine to a point of where there’s detriment. Yes.

Jason Sandmann: [00:44:07] Interesting. Yeah, it’s one of those things. It’s pretending that it doesn’t exist, which is really just, you know, it’s numbing where instead it’s just like, no, no, I feel this, but I’m still grateful because it’s a lesson. It shows me something else. It allows me to get closer to the things that matter. Et cetera. Et cetera. And like it’s a in this community, especially when you’re looking at, like, the spiritual, and then you get into the woo woo and the new age. Like, there are a lot of people who kind of just be like, Well, just be positive. And I’m just like, No, no, you’re here to feel all of it. Like part of this experience is where we wouldn’t know joy without the sadness. So they.

Sharon Cline: [00:44:40] Negate each other.

Speaker3: [00:44:41] Right?

Jason Sandmann: [00:44:42] Yeah. So, you know, be grateful for that, but don’t stay in it, right? Like then be able to come out and like, find those those tools and use those tools to get back into that, like more loving state. But be grateful for the hard times because they always have something to teach us about ourselves.

Speaker3: [00:44:59] Wow.

Sharon Cline: [00:45:00] So gratitude.

Jason Sandmann: [00:45:02] Gratitude for sure. And yeah, and meditation. And everyone, everyone ever says, Well, I can’t meditate.

Speaker3: [00:45:08] And everyone.

Sharon Cline: [00:45:09] Ever says this.

Jason Sandmann: [00:45:10] Like, literally, I think everybody I’ve ever spoken to is like, I’m no good at that. And I wasn’t either for a very long time. And, you know, that’s the point of it. Like every time your mind runs away and you bring it back, it’s just a gym rep. Like if we can just go to that. Like that’s the point is like, we don’t until we do the work to rein in that never ending loop, it’s just going to keep on running the show. And so it’s not that you can’t it’s just you haven’t practiced it and you only get better at it by sitting in some silence and just noticing how much your thoughts run and then just bring them back and then just notice how they run again and then bring them back and then over. Time you get to be really present with your environment, You get to look around your room and be like, Oh man, things are really great because you’re actually allowing your higher self to kind of come and observe it rather than just letting that chatter.

Speaker3: [00:46:02] Run the show.

Sharon Cline: [00:46:03] I like that you’re talking about it this way, because what I’m thinking is when I’m motivated to do that is like, imagine it gone. But that’s also a negative thought process behind it, right? That’s a fear. It’s a scarcity.

Speaker3: [00:46:13] A scarcity eventually, yeah.

Jason Sandmann: [00:46:15] There’s a scarcity mindset around that.

Speaker3: [00:46:16] So instead.

Sharon Cline: [00:46:17] Right, So it’s coming from lack, but instead look at it from a place of abundance and gratitude. So I need to reframe that.

Speaker3: [00:46:26] Yeah, thanks. Of course.

Jason Sandmann: [00:46:27] Absolutely. I can do this all day.

Sharon Cline: [00:46:31] Well, Jason, how can people get in touch with you?

Jason Sandmann: [00:46:34] The best way right now is is through Facebook. And that’s just where I do most of my writing. I’m I’m trying to build out some different things. My website that you’ve referenced a couple of times is certainly available. It it reflects my older financial coach kind of stuff. It doesn’t go as much yet into the consciousness work and everything else. I’ll be changing that soon. And then, you know, I’m a pretty open book like anybody who wants to find me, like I’ll I don’t know if I can give out a phone number on the radio. Go ahead. Okay. (770) 366-4058. Shoot me a text If there’s anything that you would like to talk about. I am here to serve for sure.

Sharon Cline: [00:47:13] Jason, thank you so much for coming on the show and being so generous with your spirit and giving me even my own things to think about. It’s not just business, do you know what I mean? It’s like the way that you talk about it. It’s associating business with your spirit, which is we are all people, right? That’s businesses are just like the cover, but we all are interacting with people.

Jason Sandmann: [00:47:34] Yeah, our business is just a reflection of ourselves, right? And business is all about building relationship and so not. And the relationship with ourselves is so important. So this work is foundational, I think, for creating a business that you’re happy and that you can thrive in. And I’m so grateful for the opportunity to come talk with you today. It’s been so fun. This is one of my favorite things to.

Speaker3: [00:47:54] Do, so me too.

Sharon Cline: [00:47:57] Happy Friday.

Speaker3: [00:47:58] Happy Friday for sure.

Sharon Cline: [00:48:00] Well, thank you again, Jason. I really appreciate your time. And also thank you all for listening to Fearless Formula on Business RadioX. And again, this is Sharon Cline reminding you that with knowledge and understanding, we can all have our own fearless formula. Have a great day.

 

Tagged With: Life Coach, Out of the Weeds

Melanie Lambert with Just Write Grants, CPA Glenda Hicks and Major League Baseball Pitcher Reggie McClain

July 5, 2023 by angishields

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Charitable Georgia
Melanie Lambert with Just Write Grants, CPA Glenda Hicks and Major League Baseball Pitcher Reggie McClain
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Just Write Grants helps nonprofits save time, spend less, and raise more with affordable grant writing subscriptions that help you add or keep grant writing as part of your fundraising strategy without chaining you to your desk. We add decades of experience to your team in only a few days. And we know the right funders for your nonprofit and your unique needs.

Melanie-Lambert-bwBefore launching Just Write Grants in September 2017, Melanie Lambert spent over a decade wearing lots of hats at nonprofits of all different sizes, missions, and programs. Some days she was the Executive Director of Development. Other days she was the grant writer. Sometimes she was the social media manager. Nonprofit work is crazy! Worth it, but crazy. ​

When Melanie had the opportunity to start Just Write Grants, she knew she wanted to help nonprofits bridge the gap.

There are millions of dollars in grant funds out there, but if a nonprofit executive needs to be out of the office or planning an event or hosting a golf tournament, it’s hard to find the time to sit at your desk and fill out those applications or draft that content. But, as Melanie says all the time, grant writing is like the lottery.  You can’t win if you don’t play.

Glenda-Hicks-bw

With a mission to provide organizations with “Best Practices for Becoming the Best Nonprofit”SM, Glenda Hicks serves clients through her firm Glenda Y. Hicks, CPA located in metro-Atlanta, Georgia.

Glenda combines her passion for teaching, her designation as a BoardSource-Affiliate, Certified Governance Consultant, her license as a Certified Public Accountant and other credentials and experience to provide coaching, assessment, consulting, and training services to support nonprofit boards of directors and staff.

As a thought partner and facilitator, Glenda engages clients in activities and discussions that help them develop and implement solutions to their challenges by employing best practices to create the future the envision.

Through her extensive consulting and training work with organizations, Glenda recognized consistent pain points encountered by executive directors and board chairs concerning board members’ performance and engagement.

In response, she created an experiential learning board game that simulates serving on the board of directors and managing a nonprofit organization. The game is called 501c Impact! and is used in capacity building services she offers through her company of the same name.

Reggie-McClain-bwReggie McClain is a Major League Baseball Pitcher who played with the Yankees, Phillies, and Mariners.

He played professionally for 7 years and is a true student of the game. He loves to work with kids to help refine their game and create a love for the sport that made him who he is today!

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX Studios in Atlanta. It’s time for Charitable Georgia. Brought to you by B’s Charitable Pursuits and Resources. We put the fun in fund raising. For more information, go to B’s Charitable Pursuits dot com. That’s B’s Charitable Pursuits dot com. Now here’s your host, Brian Pruett.

Brian Pruett: [00:00:45] Good, fabulous Friday. It’s another fabulous Friday. And I’ve got three more fabulous guests. First piece of business, though, I have to wish my mother a very happy birthday. Today is her birthday, so I won’t tell you how young she is because she might get upset, but she’s still working full time. So anyway, as I mentioned, this is Charitable Georgia and we got three more great guests. If you first time listening, Charitable Georgia is about all positive things happening in your community. And our first guest this morning is Miss Melanie Lambert from Just Write Grants. Melanie, thanks for being here this morning.

Melanie Lambert : [00:01:13] Thank you Brian. Thank you for having me so much.

Brian Pruett: [00:01:15] So you and I spent some time talking on the phone. We well, I think all of us in the room have kind of the same passion. But you have a passion for nonprofits like I do, and you’ve made a business on working with them on writing grants. But if you don’t mind, first sharing your story a little bit, and then we’ll talk about what you do.

Melanie Lambert : [00:01:30] Sure. I live in Cartersville, Georgia, and I have spent my entire career in nonprofit fundraising, had the opportunity to work for lots of social service organizations and higher education institutions throughout Metro Atlanta. And then in 2017, I had what at the time felt like the worst professional experience ever, and I got laid off. There were some statewide layoffs and just things, you know, felt like it was just the bottom for me. My husband really encouraged me to take advantage of that opportunity and to take the skills and talents that I had learned throughout my career, helping nonprofits with all the different fundraising revenue streams and to turn that into a business. We had a one year old at home at the time, and so that was very appealing to me to be able to be home with him and to continue to serve nonprofits. So I took the opportunity and started the company in 2017 and really wanted to help nonprofits that were either new to grant writing or didn’t have the capacity to manage grant writing. Because during my career I’d really noticed that grant writing can be a sort of backburner project, right? It can be something that. The the individuals and the fundraising team know that they need to be pursuing grants. They they know that it’s something that can really be a game changing amount of money for a nonprofit, but they might be wearing lots of hats.

Melanie Lambert : [00:02:58] And so it’s easy to let grant writing sort of fall to the wayside because you’re out meeting donors, you’re out going to Chamber of Commerce breakfast, you’re out, you know, interacting with people and grants can sort of chain you to your desk. You’ve got to be there drafting that content, putting together those budgets. And so it can be easy to either just not do it at all or kind of do a rush job for it. So having experienced that in several organizations that I worked for, I wanted to bridge that gap for nonprofits because there’s so much money out there. But it’s kind of like the lottery, right? If you’re not submitting a grant application or you’re not buying a lottery ticket, you’re not going to win. So I wanted to help nonprofits that either didn’t have the time to do it themselves, the resources to hire somebody full time or the expertise on staff to be able to get a portion of all that money that’s out there. And to do that in a way that was really affordable and streamlined. So it didn’t create more work for them. And that’s that’s how just Write grants was born. We’re a little different and to intentionally to serve that need for nonprofits.

Brian Pruett: [00:04:05] So explain a little bit how you do work because it’s an interesting concept the way you’ve made the the business and how the grant writing is. Can you explain how you do it? Sure.

Melanie Lambert : [00:04:14] So a lot of grant writing consultants will charge by the hour or by the project. There’s nothing wrong with that. But in my experience, in some cases, having worked with consultants when I was in working for nonprofits directly, you’d get a quote from the consultant that would be one rate. And then when you got your invoice a month or two later, it could look very different. Just because it’s hard sometimes to anticipate what the time investment is going to be. For some projects, particularly with things like federal grants or state grants that can get really out of control time wise really fast. So I wanted to create a format that helped nonprofits feel confident in investing in a grant writing consultant. So we are set up with annual subscriptions for our nonprofit clients, where we charge a set rate every month. Nonprofits come on board and make a 12 month commitment with us, and they are charged the same amount every month based on how many applications we submit over the course of that 12 month engagement. So what we’ve done is taken all of the deliverables all of the time, investment that goes into submitting that certain amount of grant applications and just prorated it over 12 months so that nonprofits can plan effectively for the cost. For that, they know what their invoice is going to be every month. They know what they can expect from us.

Melanie Lambert : [00:05:35] They have a grant calendar that shows the applications that we’re going to be submitting, the activity that’s going to happen for each one of those and sort of some some estimates of what they may be able to expect as far as a return on investment goes. So that’s been a process that we’ve fine tuned over the last six years of doing this to where we can make some estimates so that nonprofits feel like, yes, you know, I understand the grant writing process. I understand that it’s a time investment as well as resources, investment to build those relationships with those funders. But. That it’s done affordably, it’s done intentionally streamlined, so that I’m not taking them away from what they need to be doing. Otherwise, those things that prevented them from submitting grants in the first place. But they know that the grant writing is happening sort of behind the scenes as much or as little as they want to be involved. But it’s always happening for them and they know that their nonprofit is part of that revenue generating, streamline, you know, revenue stream because we’re there for them and they can go out and truly be a director of development or an executive officer or whatever their role happens to be at the nonprofit without having to say, Well, now I’ve got to spend the next eight hours in the office writing this grant application.

Brian Pruett: [00:06:53] So you said you’re based in Cartersville, but you actually work all over the country, correct?

Melanie Lambert : [00:06:57] Yes. So we serve nonprofits of every budget size, every mission across the country. So us based nonprofits that are 500 and 1C3 registered, we have access to multiple databases to search for grant opportunities for them and can really fine tune that research to really any any nonprofit in the United States.

Brian Pruett: [00:07:18] All right. So if somebody is listening and they have a maybe a startup that’s a nonprofit or they’re a very small where it’s like one, maybe two people and they’re hearing you talk and they’re thinking, man, I can’t afford something monthly. Give them just a little bit of hope that they can talk to you and work with you.

Melanie Lambert : [00:07:34] Yeah, So absolutely. We usually recommend that a nonprofit that’s just in the start up phase gets a year or so under their belt just to be competitive with grant writing that gives you the data that you need to be able to fill out an application. Essentially, that’s the cutting down to the chase, because if you’re really, really new, you just don’t have that content yet. So investing in grant writing when you maybe a year or less than two years old, there may be some opportunities out there for you for what we call capacity building, where the grants are intentionally designed to help you grow. But a lot of times for those really, you know, those those typical grants that can really take your organization from one point to the next, they’re going to want to see that you’ve got some history there with data and stories and engagement with your clients. But there’s certainly some things that you can be doing in those early years while you’re still sort of bootstrapping it yourself. You can certainly explore other revenue streams, events, individual donations, social media donations, things like that that will help boost your sort of what I call credit worthiness with grantmakers where they can see, okay, you’ve had some other money coming in, you’ve managed that well. Oh, you’ve got this donor associated with what you’re doing. So that kind of gives you that credibility. You need to make the funders feel confident in investing in you. So just some groundwork. We’ve got a lot of that stuff on our website to help organizations prepare to be grant ready. But certainly, you know, I’m always happy to talk to new nonprofits to see if there’s things that we could explore as far as capacity building goes or provide those resources to say, hey, if you you here’s a list of things that you can do right now in the beginning of your organization’s history to really make sure that at year two or year three, you are really competitive and you start to see some return on that investment with whether it’s your time invested in submitting grant applications or working with a consultant.

Brian Pruett: [00:09:33] So when you’re working with these nonprofits, I’m assuming there are tons of different kinds of grants out there. How do you go about finding the best grant and can you explain a little bit, maybe a little bit about what the differences are with the grants? Yeah.

Melanie Lambert : [00:09:46] So there’s a few different types of grants. So you have federal grants, which obviously are from the federal government. Those are a beast in most cases. They’re rather large and are going to require that the nonprofit have a lot of history and data that that they’re really competitive. If you think about it, you’re competing with organizations across the country can be a game changing amount of money for your organization if it’s a right fit. Typically, federal grants are looking for organizations that are meeting a very specific need to a very specific population of people and sometimes even in a very specific area of the country. State grants are similar just on a smaller scale in your state. But then we have private and corporate grants which tend to blur the lines a little bit, but they’re usually set up by individuals in memory or in honor of somebody or of a cause that’s near and dear to a family’s heart. And they set up the organizations in order to truly be philanthropic, to meet a need in the community that they’re passionate about. And they may not necessarily be doing the work themselves, but they want to help fund that. They want to bridge the gap for the nonprofits that are doing that work. So we find those organizations through online research.

Melanie Lambert : [00:11:06] There’s several online platforms available for nonprofits to do that research. And it kind of comes over time where you develop. It can at first feel like a different language when you get out there trying to figure it out. And of course every platform is a little different. So you’ve got to learn the nuances. But utilizing keywords that are associated with your mission, oftentimes grants are geographically restricted, so you’d want to make sure that the funder is looking to support organizations where you are or where you serve. We work with some nonprofits that are based in the United States, but they serve internationally. So that gets a little bit of gray area there as well. But there are certainly grants available for that. And then, you know, you may be looking at the population that you serve as well as as a keyword essentially to narrow down those research results. And then it just takes time, you know, to kind of comb through those. And if you’re using a good platform, it’ll help you do that where you’re just reviewing them. You can also look, some of most of the online databases are paid, and that’s something that’s included in all of our subscriptions. But if you are a nonprofit that wants to do some research on your own, you can get some free trials with some of those, but then you can also do some digging.

Melanie Lambert : [00:12:23] It’s a little bit more of a time investment, but you can review funders, IRS form 990. So every foundation in the United States is required to submit a 990 to the IRS, which is basically their financial statement. But they list things like how to submit a grant application, who to send it to. Hopefully, in most cases, they’re also listing those requirements. And then in some cases they may actually list at the end of that form 990 the organizations that they supported that year, a breakdown of how much they gave to each one and what they were intending to support. So that’s really helpful information and that’s all accessible, free from the IRS. And it’s helpful because you can look at that and you can say, Oh, okay, well, you know, this organization is similar to mine. This is the grant amount that they gave them. So I might be able to assume that they would support our organization as well with a grant amount in that same range. So there’s a few ways to go about getting that information. And it’s really about how much time and resources you want to invest in the different options.

Brian Pruett: [00:13:29] So I know a lot of people lately have been asking around for grant writers, but they’re not nonprofits. You don’t work with any others who are not nonprofits, correct?

Melanie Lambert : [00:13:38] It is just not my expertise. There are some grants. There’s there’s kind of this misconception in the world that there are these or at least in the United States, I don’t say the whole world, but there’s this misconception that there’s so much government money out there for individuals and it’s just waiting for the taking. And I don’t really know where that came from. There are some grants available for for profit businesses. I always recommend that people look to a local bank, connect with an SBA representative, a small Business Administration representative in your community, or to a banker at your local bank that might be able to direct you better for loans and grants for small business. As far as individuals, we get contacted, sometimes individuals that are looking for personal needs, and I always try to redirect them to United Way in their community that might be able to connect them with a nonprofit that actually meets that need. But we we exclusively work with 500 and 1C3 registered nonprofit organizations just because that’s where we have access to those those research results and the expertise. And it’s truly philanthropic money at that point. As soon as you get into individuals and small businesses, it changes that contribution from an IRS perspective. And so that gets a little challenging. But that’s my recommendation for individuals that are looking or if you’re looking to get funds for a small business, it’s fewer and further between than people think for those funds, unless again, you’re meeting a very specific needs. For example, you know, there’s funding available for certain agriculture businesses that are starting in certain parts of the country because the government wants to invest in that. But just as far as if you’re you’re starting a shop in your little downtown area, that’s that’s more so. Probably going to be loans and grants.

Brian Pruett: [00:15:26] So are you are your business is not a 501. C three.

Melanie Lambert : [00:15:30] Correct. Correct. No, we are a for profit business.

Brian Pruett: [00:15:32] So people get confused. I’m the same way. I’m a for profit helping non profit. That’s the way we kind of all are. But all right, if somebody is listening to you and thinking, man, I’d like to be a grant writer, can you walk them through that process?

Melanie Lambert : [00:15:44] It is an art and a science, and it is something that has been, you know, that that comes with experience. But absolutely, it’s if you’ve got writing talent and you like that sort of competitive drive to see if something that you can craft with your words is compelling enough to inspire somebody to pull out a checkbook. That’s what drives me. Can I do something with that skill that I have that makes someone like someone’s passion enough about an organization that they’re going to invest? Because I know what that takes for me as Melanie, the individual, to make a donation because there’s so many nonprofits in the world and so I know what that takes for me. So I’m like, Can I inspire that in somebody else? So if that’s something that you are interested in, you know, I always love talking to people that are interested in getting into grant writing and and it allows you that opportunity to work remotely. Everything about grant writing can be done virtually. There’s nothing that requires a grant writer to be in a nonprofit’s office to do. Grant writing fundraising effectively. And that’s where we can streamline things really well and be affordable because you’re not having to invest in that overhead That requires a full time employee. But that’s not what you asked me. So we are actually going to launch here in the next few weeks a grant writing boot camp. So this will be an on demand series of informational sessions that will help a grant writer or an aspiring grant writer learn the nuances of grant writing to understand the language that it can be, to learn how to sort of read between the lines.

Melanie Lambert : [00:17:18] When you’re doing that research, how to craft a really effective and compelling grant application or a narrative, how to craft budgets. Budgets are one of those things that Glenda can can chime in on this. But budgets are one of those things that nonprofits hate and typically do last. And sometimes we’ll do a rush job and it can really be the make or break of a grant application. So we’ll go over how to do that, as well as how to have grant writing be part of your overall fundraising strategy. So it’s designed the grant writing boot camp is designed for aspiring grant writers who would like to do it excuse me remotely or work like I do as a consultant for many nonprofit organizations or who may have been recently charged with grant writing in their full time role at a nonprofit, or maybe doing it volunteer and maybe just want a little bit of expertise and backup. So as part of those on On Demand sessions, we’ll also include a private Facebook group where everyone that’s involved in the boot camp can ask questions, answer questions, get feedback on on content, and just kind of create a camaraderie of folks that are all doing the same thing for the greater good, trying to make the world a better place through nonprofit grant writing, as well as some consulting from me and some grant writers on our team. You’ll have access to that as well to help you kind of get over that hump of feeling like a fish out of water with grant writing, to really feeling confident in knowing where to find grants, how to cultivate those relationships, because that’s a huge step in the process that nonprofits that are individuals at nonprofits that are really busy can overlook that step of reaching out to the organization and building a relationship with them that can, you know, be something when you’re in a hurry, throwing together an application that you just skip that part.

Melanie Lambert : [00:19:06] But it can really be effective in building that relationship so that if you do get that grant, it’s not a one and done, you’re building that relationship so that next year it’s easier. You know, you just call that individual back up and say, Hey, we’re going to apply again. It’s a lot less work cultivating those relationships, drafting that content where you feel really confident in what you’ve done, submitting it, and then knowing what needs to happen on the back end as well. It’s not just to submit and you know, and you’re done. There’s there’s elements to grant writing that happen after that application has been submitted as well. So that’s all going to be part of that grant writing boot camp. I’m excited to, to share it with, with folks that just write grants may not be the solution for you right now as far as working with a consultant, but the grant writing boot camp may be an option to help you do it yourself and feel more confident and be more effective and win grants ultimately.

Brian Pruett: [00:19:56] That’s awesome. Are you ready for that? Let me know so I can help you promote that and get you some some folks for that. So do you have to be any kind of certification to be a grant writer?

Melanie Lambert : [00:20:04] You don’t. There are certifications available, but I don’t have a certification. I’ve just been doing it for a really long time. There’s one there’s not even really a whole lot of qualifying determinants for grant writing. There are some things that I like to caution nonprofits to be aware of in the grant writing world. As far as when you are working with a consultant, I’ll share a little tidbit with you that usually catches people off guard. Actually, I’ll ask you now get your you may know Brian, because you’re so involved in nonprofits, but if you were to guess the success rate for grant writers, a percentage of grants that they submit that are awarded, what would you guess.

Brian Pruett: [00:20:48] 15%.

Melanie Lambert : [00:20:50] You’re you’re pretty close Most people guess in the 80 to 90% range that grant writers get 80 to 90% of the grants that they submit the real average. And there’s no again, there’s no qualifier that’s out there like surveying grant writers. But if you ask grant writers and there’s been some people that have done a little bit of surveying and researching, but nothing official. But if you ask grant writers, it’s typically in the 20% range. So for every ten you submit, you get two. That goes back again to the competitiveness of it. Just write grants. In 2022, we had a 32% success rate, so I’m very proud of that. But there’s there’s a lot of non grant writers, consultant grant writers who will come back and tell you, I’ve got 100% success rate or I’ve got a 90% success rate. I always caution nonprofits that are engaging with them be cautious. 100% success rate might mean that they’ve submitted one grant and they got it. That may not be the experience level that you want. And an 80 to 90% success rate always gives me a little hiccup because I know I’ve been doing this for so long and I know how hard it is and there are so many things outside of the control of the grant writer that influence whether or not you get the award. So that’s one thing that I caution people that will promise you the moon and the stars because they know that you may be in a desperate situation to get funding for your nonprofit.

Melanie Lambert : [00:22:12] Be cautious approaching that as well. Do your homework, get get references. Call other nonprofits that have worked with that individual. Just make sure that what they’re telling you, you know, what they’re telling you is accurate as well as be very cautious moving forward. If you are a new nonprofit, particularly notice that new nonprofits tend to fall into this grant. Writers should never be paid a commission. They should never be paid a percentage of your grant award. It is unethical, according to the Association of Fundraising Professionals, which is kind of our overarching, not kind of it is our overarching kind of body of jurisdiction for fundraising professionals, and it can jeopardize both your award and your 501. C three status. So it’s not ever worth it. You should be paying a grant writer just like any other employee should be paid. And but there are grant writers out there who will say, you know, I’ll get you $1 million and I’ll take 10%. That’s not something that is going to work out well in the long run and can end up costing you a lot more money if you go that route with a grant writer than it would with a grant writer who’s following those ethics and those standards set up by AFP.

Brian Pruett: [00:23:24] So you mentioned just a little bit ago that there are a lot of nonprofits just within the United States. Do you know how many there are in Bartow County? I don’t know if you know this.

Melanie Lambert : [00:23:32] I don’t. Do you?

Brian Pruett: [00:23:33] Yes, I heard this the other day and it blew my mind because you know how big Bartow County is.

Melanie Lambert : [00:23:38] Well, we have 150,000 residents. Right. So how many nonprofits?

Brian Pruett: [00:23:41] Over 800 nonprofits in Bartow County alone. Wow, that’s. That blew me away. Yeah. All right. So I have to ask how to just write Grant’s name come about.

Melanie Lambert : [00:23:50] So we were previously turnkey writing solutions. So when I started the organization in 2017, I wanted to I love to write. I’ve always wanted to be a writer. If you’d asked me when I was six years old, What do you want to be when you grow up? My answer was a writer, and so fundraising kind of gave me the ability to make money doing that. So I, I started out wanting to just write all different types of content for nonprofits, direct mail solicitations, e newsletters, you know, everything you can think of that a nonprofit may need written for them. It was a lot to wrap your arms around. And the turnkey name came from, you know, I want to provide you with this package of content that you can just use, and it’s turnkey and it’s, you know, it’s it’s ready for you. And then I as I said, it was hard to get my arms around that and to promote it. It was hard to explain. I just had a hard time explaining it to you now. So I. Shifted gears and focused exclusively on grants. Because I knew that need. I knew that that would be a significant portion of fundraising that nonprofits would need help for. And, you know, a direct mail solicitation, you can kind of reuse, tweak it from year to year and you can do it on the fly. And, you know, it’s not something that you maybe want to pay a consultant an hourly rate for.

Melanie Lambert : [00:25:05] So. Grant So we shifted exclusively to grant writing, and then I spent the next, oh, maybe four years trying to figure out a new name. And it’s not easy. And I worked with marketing companies to do it. And I, you know, had a focus group trying to come up with a name and nothing stuck. And I promise you one day I just woke up and thought, just write grants with write w-r-i-t-e. And I was like, That’s it. Took me four years for my brain to come up with it. But I’ve gotten a lot of positive feedback out of it. I really wanted to make sure that the name portrayed what we what we do, and that’s what we do. We just write grants. Let’s, let’s, let’s do this. Let’s get them out there. Let’s build relationships with organizations so that you can, you know, effectively manage your nonprofit, serve your clients. And I know it sounds cheesy, but it’s all over my website, Change the World. I really, truly believe that the change that we want to see in the world can be instigated by non profit organizations and what they do. And if my company and my skills and talents and the skills and talents of the grant writers that I work with can help be a part of that. That’s, you know, the dream come true for me.

Brian Pruett: [00:26:17] We’ll talk to you in a second. But Glenda, as I’m sure the exact same way and that’s why I started my business. Right. And the reason I started this show. Um, so I wanted to ask you and I’ll ask you the same thing too, when I get to you, Glenda But I was asked just the other day by a business attorney if I registered for the Georgia charitable solicitation law. Do you know anything about that?

Melanie Lambert : [00:26:38] Yes. From having worked for organizations. Well, I think I’m thinking of the right thing where you have to register as an organization that. So the business is. Yes. Yes.

Brian Pruett: [00:26:47] So, I mean, I was thinking my idea because I do you guys know I do a monthly. Well, you may not know, but I do a monthly trivia show rotating the charities in Bartow County. And I’m helping some other nonprofits throw events, but they’re paying me. So after looking at the wording, it seemed like I’d be that guy that’s calling you. This is the Atlanta Police Fund. That sounds what that law is. So I was just kind of curious if you knew anything about that. So, all right. So if somebody is listening to you and wants to talk to you about your services, learn more about your boot camp, whatever, how can they get Ahold of you?

Melanie Lambert : [00:27:17] So the first place to go is just right. Grants.com. And again, the right is w-r-i-t-e. Excuse me. So just write grants.com or you can email me at any time. My name is Melanie. Melanie at just write grants.com or if it’s easier to remember info at just write grants.com or if you prefer phone it’s 18667 grants.

Brian Pruett: [00:27:39] Awesome. One last question. Well actually not because you’re going to be but if somebody listening also wants to think about starting a nonprofit, give them some advice.

Melanie Lambert : [00:27:48] So if you’d like to start a nonprofit, I would connect with me because I have another resource who’s an expert in that. Starting nonprofits is not my expertise, but I do have a resource that it is his expertise, so I’m always happy to pass that along. One more thing as far as connecting as well, we are we are on all the social media platforms. Just started a new series called Coffee with a consultant. We’re once a month. I do a live stream on Facebook and it also goes to YouTube as well, where I’m just discussing just a little short, maybe 10 to 12 minutes about a certain aspect of grant writing live. So I’ll take questions and eventually I’d like to just be there live and people ask me questions. We’re still getting some some traction on those, but we’ve got another one coming up July 11th. And it’s, you know, no pressure. You just tune in and watch. And if you’ve got a question, you ask it. If not, you might learn a little tidbit about how to how to write grants effectively.

Brian Pruett: [00:28:42] Awesome. Well, Melanie, thank you for coming and sharing. Like I said, don’t go anywhere. We’re not done technically. So we are now moving over to Glenda Hicks. Now, Stone, I said last week that we we were getting people from around the state, right? I have people from Gwinnett County, Gordon County, Bartow County, Cobb Cherokee. We’ve made it to Rockdale County now. So thanks for driving from Conyers this morning, Glenda.

Glenda Hicks: [00:29:02] Absolutely. It’s my pleasure to be here. Thank you for having me.

Brian Pruett: [00:29:05] Glenda and I is actually known each other for, I guess, over a decade. Yes, you were in Kennesaw, but then you decided to go out that way. Yes. But you two have a heart for nonprofits and numbers because you’re a CPA and help nonprofits with the numbers. And you train nonprofits, you help them do with boards. So please share a little bit about your background and why you’re so passionate of what you’re doing.

Glenda Hicks: [00:29:28] Absolutely. Thank you so much, Brian. So, yes, I was in Cobb County for about 17 years and during the pandemic in 2020, we moved a little further east. But it’s always nice to come back over here and have an opportunity to meet folks in person and talk about my passion, which is building capacity for nonprofits. So you mentioned that I am a CPA and I started with Public Accounting Coopers and Lybrand many years ago on the audit side of things. And in that capacity it gave me an opportunity to work with both for profit and nonprofit organizations. But being on the audit side, I also got to see infrastructure and policy and procedure as opposed to the tax side. And so I really believe that was the foundation for my my company today. And when I left Coopers, I felt like I had to do more. I needed to give more. And there was something tugging me. And I went to a client, which was a nonprofit University of Miami, and worked there for a while, but still something after several years was tugging. You need to give more, you need to do more. And I went to a local not for profit HIV Aids organization and was in more still in the accounting function, but making an even greater impact through that organization. And then we were expecting our first child. So I said, I’ll stay home the first year and that lasted one year.

Glenda Hicks: [00:30:51] And I said, I’ve got to get back to work. My brain. I can’t. I have to think more deeply about some things. But I realized I think I can do this on my own. And that’s when I started my practice, which was in 1999, and I didn’t intentionally go into the nonprofit space. I just was hanging out my shingle. Glenda with CPA. But every referral I received was from a nonprofit organization, and eventually I thought, okay, God, I hear you. This is this is my my divine calling. And then I began to intentionally serve and seek out nonprofit organizations. And of course, being an accountant, I helped them in their fiscal operations. But doing that again, I got to see everything. We have a little bit of a selfish mantra in that. We feel the finance department is the hub of the organization and it’s really about the service you’re giving to the community. But at some point, everything’s coming through finance in some way. You’re hiring folks, you’re paying vendors, you’re writing grants and having to do the accountability back to them. And so it gave us a perspective and an opportunity to see the whole organization. And in providing those services, I began getting requests to do other things from from organizations. And eventually I wanted to have a greater impact with their capacity. And from my observations, it was emanating from the board. The board of directors was setting the tone and if they didn’t understand what they were supposed to do, then it trickled down to the entire organization.

Glenda Hicks: [00:32:25] So I then began offering training and workshops to help boards understand what their roles and responsibilities are and how to best execute those. And things just evolved for me. I was talking to someone recently and he was saying, you know, he never says no to an opportunity. And I’ve always had that same mindset that I’ll listen and I’ll explore, and from that I continue to grow myself so that I can continue to serve the organization so that it can make an impact in the community. And in doing that, I said, Well, let me get more governance acumen because people know me as a CPA, but they don’t know that I do these other things. And that’s when I sought out certification in nonprofit board governance, which I received through Boardsource. And it gave me more tools and resources to bring to nonprofit organizations and help them in that capacity. And I continue to do that in various ways with consulting, assessment, coaching and training are my four main areas of providing services to nonprofits so we can assess how they’re performing and come up with ideas and plans to make improvements there, train them on how to do that. Still having my toe in the accounting side in terms of policy procedure and infrastructure, but none of the number crunching stuff anymore. Well.

Brian Pruett: [00:33:46] I can see a powerful tag team right here.

Glenda Hicks: [00:33:48] Indeed, Indeed. Indeed.

Brian Pruett: [00:33:50] I connected you.

Glenda Hicks: [00:33:50] Yes, I was excited when you connected me to Melanie because I do receive calls often around grant writing. And the thing is, you know, when you have various skills, you do have to focus. Like you were saying, you can you may be able to do a lot of things, but you want to do where you’re you want to perform in your area of sweet spot. And so, you know, folks will ask me to write grants. Yes, I can, but that’s not where my focus is. Let me connect you with someone who does that. Similar to Melanie. No, I don’t start nonprofits. But, you know, let me connect you to someone who does that, and then I can kind of stay in my lane, so to speak.

Brian Pruett: [00:34:26] So you talked about help training the boards. Walk me through that and how does that look?

Glenda Hicks: [00:34:31] Absolutely. So a lot of times organizations come to me, usually the executive director slash CEO, because of pain points, their board members are not following through. They don’t maybe show up to meetings regularly. They’re not engaged in the meeting when it’s taking place. They don’t follow through on what they signed up to do or they’re not volunteering to serve on a committee or to chair a committee. And all of that means it falls back on the executive to fill in the gap, and they become overwhelmed. And they’re already wearing a lot of hats and they’re already managing a lot of things. And so to have to fill in the gap for the board is one more responsibility. That can be frustrating, quite honestly. And it’s really the board’s responsibility to do that for themselves. And the chair of the board is that senior person who’s to steward that whole process and really ensure that everyone’s doing what they need to do and getting the training they need. So it’s either the board chair or the executive director who may reach out to me and ask, Can you come in and train us on what we signed up for? Because it’s very prestigious to serve on a board and it’s a way for people to give back. It’s a way for them to share their time, talent and treasure. But if you don’t properly inform them of what their legal responsibilities are and then equip them with how to execute that effectively, then you’re really setting your agency up for failure.

Glenda Hicks: [00:35:59] And they go through this continuous cycle of board members turning over or staying in the seat and not performing. One of the things we like to say is you have to get the right people on the bus and the right seats before you know where to go. And so there’s really this ongoing process where you need to assess continuously whether each board member individually understands what they’re doing, is equipped to do it accurately and effectively and still enjoys doing it, or that it’s an appropriate time still for them to do it and help them to communicate, to say things have changed for me. And this is no longer a fit because of dynamics at my job or in my household or physically. We’re moving and you want to encourage them to be able to step forward and speak and say that rather than just stop showing up or sitting quietly at the meeting. So I’ll come in and conduct training in various ways, either, you know, half day, a couple of hours, one hour or whatever it looks like in person, virtually, whatever that looks like. Deep dive into the ten universally accepted responsibilities of board members and what that looks like and really take it from where they are, meet them where they are and work with them to get to where they want to be.

Brian Pruett: [00:37:17] So two questions on the board, because this I have a reason for asking this two different nonprofits I’m thinking of. But would you recommend I think I know the answer to this, but would you recommend the person when they’re putting together a board asking people that are their close friends? And then the second part of the question is, if you have a board that people are just sitting there doing nothing, how do you handle that?

Glenda Hicks: [00:37:40] Great questions. Thank you. So the first one is that’s what we see most often, is when you start a nonprofit, you need, you know, for the IRS tax exemption, three folks on the board. And so they tend people tend to ask their friends and family to be those people so that they can get their exemption. And it makes sense. They’re the ones who see your vision and they love and support you and they want to help you through that endeavor, and that’s fantastic. The problem is when they are not necessarily informed or equipped to do what you need them to truly do. And when you’re a founding board member, it’s an even greater responsibility because you’re the first ones through the gate. So you need to lay the foundation for the future and you need to put in a lot of processes and policies and procedures, and you’re probably more hands on in the day to day than you are later in the life cycle of the nonprofit where you’re in a true governance mode. So I won’t say no, don’t put those people on because that’s who you’re able to find. However, accept the responsibility to know that now that I’ve put them on, I need to make sure they understand what they’re getting involved in, what I need them to do and how to do it, and let them know, excuse me, how long they’ll be serving.

Glenda Hicks: [00:39:00] So we encourage boards to have term limits for a variety of reasons, which includes giving folks a break so they’re not on there for a lifetime, but also so that you can bring in new ideas, new energy, new connections by rotating those folks every 3 to 5 years, 3 to 6 years if you allow them to serve two consecutive terms. So that’s the first one, be more intentional and thoughtful in that process, because what I find is I do come in and help with a lot of organizations, and right now I am doing that in terms of them helping them transition from that founding board to the next board and what that looks like. So that leads into the next question about moving people off the bus. Right? And it’s about your bylaws. You know, one of the responsibilities of a board member is duty of obedience. And that means following your laws, whether they’re federal, state, local, but also your internal laws, which would be your bylaws. When you’re when you organize your nonprofit, you should define various things in those bylaws.

Glenda Hicks: [00:40:03] And one of them is how do we handle absenteeism or what is the frequency that will meet? How many meetings do you need to attend? And if you’re not, how do we remove you? So most of the time they’ll read generically. We can remove you for any reason, with or without cause. But the thing is, organizations don’t exercise that because they want to maintain a relationship with that person. They don’t want to ruffle any feathers, they don’t like conflict. And all of those are valid. But there’s ways to handle that. It’s about, you know, sometimes I say, and I did not originate this, but in fact, I think it was from Joyce Meyer, You know, when you grow up, you become an adult, but you don’t necessarily mature. So we’re hopeful that these adults who are serving on these boards are mature enough to have these adult conversations directly, respectfully and timely around their behavior. And if their behavior is indicating that they’re not serving effectively. Let’s talk about that. Let’s not ignore the elephant in the room. So sometimes I’m brought in to help facilitate those conversations, to help them communicate and regain that respect for one another so that they can do the business of the nonprofit.

Brian Pruett: [00:41:26] If it comes to that point. And they need to ask somebody to leave the bus. So that’s the best way to do that.

Glenda Hicks: [00:41:32] The chair of the board ultimately has the responsibility. We. Encourage organizations to have a governance committee, which is a committee that stewards the board’s performance. They would be tasked with ensuring board members are performing individually and holistically as a full board. That training is happening, that they’re recruiting new board members and throughout the year and also having those kinds of conversations. So if you have a governance committee, then the chair could be the one that approaches that individual and has the conversation. If you don’t, then it’s definitely the board chair or it may be the two of them in tandem speaking to this individual and saying, you know, let’s have an open conversation. And part of that is predicated on having accountability measures. So we encourage folks to have an attendance roster where you’re tracking how many meetings you’ve had for the year when those meetings occurred, who was in attendance, which is going to be in your minutes? And then looking at the trend in the pattern and likely you’ll have a number of excused absences that are allowed in your bylaws and so you want to be mindful of how that’s occurring for each person. And so you’ll see it coming. It’s the point. And once you see it developing, then you start having that conversation. So that’s about leadership. That’s about maturity, that’s about what you do in your day job at the office.

Glenda Hicks: [00:42:54] And that’s why we brought you to this board to contribute that talent and that treasure that you have in your day job. A lot of individuals, they look at nonprofits as an extracurricular activity, sometimes in terms of their commitment. And so they will think that I can easily miss that meeting and go to something else because I didn’t prioritize it as a real thing, because I don’t think of the fact that I’m a legal fiduciary of this organization and I’m in a position to set the direction for the organization. And then the executive director, along with his or her staff, executes that and fulfills it. So understanding that and being more intentional on the front end and really explaining to folks what they’re about to embark on and understanding that every organization is different. So oftentimes we’ll say, if you’ve served on one nonprofit board, then you’ve served on one nonprofit board because they’re of different sizes. They have paid staff or non paid staff. They’re new, they’ve been around 20 years. And all of these things are present no matter how long they’ve been around. So I’ve worked with organizations that are newer in their infancy and those that have been around for years, and they all have the same issues that bubble up.

Brian Pruett: [00:44:11] So explain the difference between a board and a committee.

Glenda Hicks: [00:44:14] Well, the board is the legal governing entity, but the board gets its work done through committees, so you should have the necessary committees in order to affect change, which doesn’t mean that you have ten and it doesn’t mean that you keep those ten. It means that your bylaws speak to the minimum. You should have an executive committee. You should have a governance committee, you should have a finance committee. Those are probably your three core committees. Everything else can be ad hoc, if you will, and created by a charter that defines why you’re going to create this committee. What’s its purpose and when will it finish? When will it disband? And so it could be something that is ongoing or it could be something that is short term. But and there’s some organizations that I have not encountered them personally, but I know they exist where every year they reassess what committees do we need. And that way you don’t find yourself trying to stretch people too thin by having all these committees that don’t really do anything. And it’s in these committees where they’re having the substantive conversations and they’re doing the research and they’re getting the information that’s necessary to bring back to the board for them to then have a motion that they then discuss. So the board takes actions, the board moves them, makes a motion, you know, seconds, it has discussion and then votes it up or down or asks for more information. But the committees are doing all the work. But ideally.

Brian Pruett: [00:45:52] Right. But not everybody on the committee is sitting on the board is usually just the chair of that committee. Correct.

Glenda Hicks: [00:45:56] That varies as well. Some organizations will allow the will require a board member to be the chair and at least maybe one other board member on that committee. But some will allow community members to serve on that committee as well. And that’s so one. One reason is it allows you to have more folks involved if you have a small board, because if you’re a board of, say, 5 or 7 folks, you may not feel like you have enough people to staff a committee. But if your bylaws are written in a way that non board members can serve on your committee, it’s a way to get that additional expertise. It’s also a way to vet potential future board members. So you start to date and see if there’s. Is a good relationship. And then they can also find out if they like this culture and determine if they may want to serve on the board and have a legal liability in the future. So it depends on how your bylaws are written.

Brian Pruett: [00:46:50] So when you talk about the training you talked about, you do with the board and you help talk about through their finances a little bit, is there any more training that you offer nonprofits?

Glenda Hicks: [00:46:59] Absolutely. So it varies depending on the calendar. The the one I provide the most is board governance roles and responsibilities training. And then I will do finance workshops as well. I’ve done financial boot camps to help them understand nonprofit finances, which is another big area that tends to be a second pain point is not understanding how to read the numbers, not how not understanding how to identify trends and interpret the numbers and use it to make decisions. Because that’s what you’re trying to do is make decisions for the organization’s future. And with the Finance Committee, they’re getting into the nitty gritty and they’re working closely with the executive or the chief financial officer, whomever that might be in your organization, making sure the numbers are accurate. But then they’re bringing ideally summarized information to the board that’s critical for them to make decisions. And that’s, you know, either you love numbers or you hate them. I, of course love them. And so I break that down into a way for them to understand how to use that information in layman’s terms, if you will, which is another area. I actually thought I was going to be a teacher when I was growing up because my mom is a retired school teacher and I knew I wasn’t going into the Air Force at the time. I didn’t think I was fit enough, which had been following in my father’s footsteps.

Glenda Hicks: [00:48:23] But that teaching passion has been there since I was in the third grade, and I used to simulate teaching to empty desks in my mother’s classroom. And I think that’s really why training has become so natural for me and that I love it so much. Because if whatever I know and learn it does no good If I haven’t shared it with someone else and sharing it with others helps them to then make the community ultimately better for itself. So the training is a big component and I create training based on needs that I see. So there’s training on actually recruiting board members as well. I have a training where nonprofits come in and they learn the proper way for recruiting, identifying training, orienting, onboarding folks to serve on their board and treating it as a year round process. And then there’s training for individuals who want to serve on boards or who are currently serving, but maybe never received that type of orientation and need to shore up their skills. So it varies. And then depending on the organization, I may do specific workshops on succession planning. As far as the succession of the board in terms of officership or succession of the Ed, which is a board responsibility to hire, supervise and evaluate the executive director. So lots of different topic areas.

Brian Pruett: [00:49:53] So I’m assuming you kind of like you’re like Melanie, you can do virtual, you can do work cross country.

Glenda Hicks: [00:49:58] Absolutely. As far north as North Dakota, so far south is Florida and Texas, far west is California and East Carolina. All over the country. Yes, through Zoom. Zoom was a platform I had just discovered a year before the pandemic, and it has served me well. And then, of course, you know, being in person, there’s always a different experience and a greater experience, a richer experience, if you will, when you have the opportunity to to be in person. Yeah. So it’s really just being mindful of what the organization needs and listening to what their pain points are and then being responsive to that. And I will add, as a consequence of that, I created a board game which I think I shared with you, and I put that under a separate company. We were talking about names earlier, and I can definitely relate to Melanie because it took me forever to come up with the name of the other company, which is 501 C impact. And it was kind of, you know, no brainer with Glenda with CPA. But 501. C impact was to let folks know that this experiential learning platform allows you to use it with any 501. C I typically work with C threes, but there’s a litany of other C’s which represent like chambers of commerce and other entities out there in the environmental organizations and the like. But it’s, you know, there’s lots of nonprofit consultants out there doing the same work and we’re carrying the same message. But for some reason, these problems persist. And for. Me it was a question of maybe it’s because we’re telling them all the time, we’re lecturing at them and we’re not allowing them to experience the consequence of their inaction or action. And so this board game was my solution that I developed and then put under another company and then expanded the services that I can offer to nonprofits through that company as well.

Brian Pruett: [00:52:00] So want to share about how board game works.

Glenda Hicks: [00:52:04] Absolutely. So first of all, it was because I loved playing board games as a kid and but I always lost. And when I trialed this game with my family, I lost again. And I thought, how is that possible? I created the game. But anyway, where there are four teams, each representing a nonprofit organization, and they go around the board and they’re making decisions on behalf of that organization. So they simulate serving as a board, but also as the Ed because it’s a combination. And it actually morphed into this a combination of managing a nonprofit but also stewarding it as a board member. And through that combination, they have to hire the executive director. They have different life cycle events that happen to a nonprofit that they have to respond to and react to. They engage in strategic planning, which is another big service that I offer to organizations, is facilitating strategic planning. And so they have to do that throughout the game making decisions, and it allows them to network with each other because one of the things that I encountered is just board members not really knowing each other. And when you don’t know someone and you don’t care about them personally, then you’re not necessarily going to follow through because you don’t care that you didn’t.

Glenda Hicks: [00:53:23] You don’t really connect with them. And so a lot of what I do is in a way that board members begin to connect with each other in a social setting, and this game affords that opportunity as well. We simulate and assessment so they understand the benefit of evaluating their own performance. A lot of times what I find is board members become frustrated with the ID and they may demonstrate that in their evaluation. But the question is when did you last evaluate yourself as a board? So we recommend as a best practice that you evaluate the board every 2 to 3 years to see how they are performing and fulfilling their responsibilities. So all these different aspects are incorporated into this game. It takes about a half a day. You know, it’s kind of like Monopoly. Yes, yes. It’s a long endeavor and there’s a lot of teaching involved, but it’s all interactive, experiential, engaging conversation that allows them to even address issues that they maybe haven’t addressed in a board meeting because it’s coming out within the game and we’ll pause and we’ll address that.

Brian Pruett: [00:54:28] So is that a game that somebody can purchase or is that you come in with the game and do that? Or how does that work?

Glenda Hicks: [00:54:33] A couple of different ways. Initially, the idea was to sell it to consultants and have them add it as an additional tool to their toolbox. And then Covid hit and I had to retool and I came up with an online version and I began facilitating the game myself through the online version. And then I also offer it to other capacity building entities where they have consultants of their own and they go through a two day certification program. They receive the game to use in their institution, such as another nonprofit, and their consultants then can run the game within the context of their curriculum as they train nonprofit organizations. So right now I haven’t brought the game back to the market individually. It’s either as a part of that certification program that a university or another capacity builder would use, or I use it within my work that I do with organizations and individuals, but I may have to roll it back out as an individual board game, but it’s not going to be in a big box store. It’s a little more expensive than that.

Brian Pruett: [00:55:42] Well, it’s not the same price.

Glenda Hicks: [00:55:43] Line as Monopoly, right?

Brian Pruett: [00:55:45] Right. No, it’d be worth it, though, for the for the folks, I’m sure. So if somebody is listening and I’m going to ask you the same thing as Melanie, thinking about doing a nonprofit, give them some advice before they start one or as they’re starting to start one.

Glenda Hicks: [00:55:58] Yes. Thank you for that question. Nonprofits are vital to the community. They fill in the gap for so many people, for so many things. And when someone sees that something is lacking, they have this spark of I want to start a nonprofit. And the first thing that we like to say as consultants is look around and see who is doing that already. Because there are. You talk about how many are in Bartow. Nationally, there’s over 1.5 million nonprofits, and they’re growing daily because you have an idea. You start a nonprofit and you can’t take that away because we have an idea and we start a for profit, right? And we’re all in competition, you know, And you go to a corner and there’s a Burger King, a McDonald’s, a Wendy’s, and, you know, they’re all there. But the difference is it’s much harder to garner the funds. And so as Melanie was saying, that’s a lot of work to fundraise and to write grant applications and to go after corporate sponsors and to develop relationships with donors so they’ll give and create an infrastructure internally where you’re running it. And we hate to say this in the nonprofit space, but it is so true where you’re running it like a business because you first are a corporation within your state. You have to apply to be a corporation. Then you go to the IRS and apply to be tax exempt. So you have to have that infrastructure in place. And it’s it’s a lot to to create and build and you’re funding it. What I find is the founders fund them themselves with their own bank account. And you start thinking, oh my gosh, I can’t keep putting all my money into this nonprofit.

Glenda Hicks: [00:57:39] I need some funding. So we say, if you want to start a nonprofit first, look around and see who’s doing it and see if there is an alignment that you can bring your idea to that agency. And this might be something they were looking to do as an expansion of their service or as a new program. And you may be able to become the employee if that’s what you want to do or the director or the consultant or whatever that looks like. The other thing is, on the flip side, it may be that what you’re trying to start exists, but it’s not convenient to your community. So in order for your community to access those services, they may have to drive an hour, hour and a half, two hours. And so it makes sense for you to start your nonprofit because there’s no one else in close proximity to serve the folks you’re reaching. So there’s different reasons. And the the issue is explore and do your research. The Georgia Center for Nonprofits, the pro bono partnership of Atlanta candidate org. All three have pieces on their website that are great reads for folks who think they want to start a nonprofit. And it asks a lot of questions about your of you that allow you to be introspective and see is this really what I’m ready to embark upon? Is this really what the community needs? And is it something that’s not out there right now that I’ve just got to bring it to fruition? And those things can help you determine if you really should should launch.

Brian Pruett: [00:59:08] That’s a good point because again, like a lot of people, you said, I want to do this and then they just go out and do it. And a lot of times they fail. One thing for both of you to think about is that one thing that I’m considering and I’ve kind of offered this, but not in a full way, is fundraising consulting, because I’m finding out people that I’m talking to don’t even know how to get sponsors. So I’m I may talk to you guys about doing some kind of workshop, you know, bring you guys in to do that and we can talk about that. So if somebody wants to get a hold of you for your services or learn about the game or whatever, how can they do that?

Glenda Hicks: [00:59:41] A couple of different ways. The the consulting practice is G Hicks, cpa.com. The game company is 501. C impact 501. C Impact.com. Phone numbers. What are my number? 67887210036788721003. Or (770) 865-0979. So two websites two phone numbers should be able to find me there or LinkedIn. Yeah.

Brian Pruett: [01:00:16] So awesome. So thanks again for coming and sharing. And again don’t go anywhere because we’re not really done. But I’m like a kid in the candy store for my next guest. Every time I meet one of these gentlemen that played professional sports, I am a kid in a candy store. And then when I get their number and they call me about stuff, I’m like, Oh, man, check it. And hey, man, what’s up? Reggie McClain, thanks for being here this morning.

Reggie McClain: [01:00:37] No problem. Thanks for having me.

Brian Pruett: [01:00:38] Reggie, if you don’t know, played Major League Baseball for a couple of years and he’s now passionate about helping youth. So you’re from the Johns Creek area, correct?

Reggie McClain: [01:00:47] Correct.

Brian Pruett: [01:00:48] So share a little bit about your story. Share a little about your your baseball story, and then we’ll talk about what you’re doing.

Reggie McClain: [01:00:53] Gotcha. Yeah, We born here, born in Kansas City, moved down here when I was one years old, Johns Creek area. Been there ever since. So. Long time native here. About my baseball career, I got to play seven years professional with the Yankees, Phillies and Mariners organization. Just getting to be around, you know, in that atmosphere. You see, you know, how the clubhouse looks where a lot of these guys come from, you know, especially from the ones from Latin America. They you know, it’s a different it’s a different ball game for them. It’s it’s coming into a different country and playing a different in a sport with the circumstances that they had to kind of endure. The that’s not the reason I got passionate about getting these sports but just opening my eyes and seeing, you know, people that, you know, come from different experiences because I didn’t have that in Johns Creek. You know, I had bats waiting for me when I was going to, you know, parents never had to worry about equipment or anything. So that’s the, you know, the passionate side got to finish up, you know, playing an and now dipping my hand into the nonprofit space. And I wish I would have listened to you guys before I started my nonprofit because I was sitting here just learning from you guys, just talking about the nonprofits.

Reggie McClain: [01:02:14] But no, we I was I recently worked for a nonprofit. We we definitely hit some struggling points where we I wish we would have known some of the things that you guys have been saying. So it’s awesome to be able to listen and learn from you guys in that retrospect. But no, I’m passionate about getting these kids, you know, shape or shaping their lives in the sporting field. Definitely been something that’s never I’ve never took for granted where I was at, especially on the baseball field. And having a kid who, you know, necessarily doesn’t have the resources or have the accessibility to play expensive sport like baseball, travel ball equipment, getting here to there, that’s what really fueled me because, you know, I don’t want the sport that provided me so much in my life to be, you know, limited for somebody else around the, you know, around the globe. So we will be back in a very specific capacity, but I definitely probably will get in contact with you, too, after right after this show. And we will definitely, definitely be starting something back up again.

Brian Pruett: [01:03:19] So we’ll talk about the organization that you’re going to be with here in just a minute. But I got a few questions for you because I guess, first of all, when people talk about, you know, playing professional sports of any kind, right, it’s just not handed to you. You got to work for it. And kind of like you were just talking about at Johns Creek, though, you had things waiting for you, but you quickly learned after getting through college and then getting the major leagues, you were on the road a lot. You had to work your way up. Tell us just walk us through that process.

Reggie McClain: [01:03:46] A lot of you know, at that point, it’s the lifestyle. A lot of people, when you’re outside of it looking in, it looks a lot different. But when you’re in it, I mean, you’re you’re pretty much with that’s your family on the road, your team. You’re doing everything together. You know, just the long bus rides here to there. I mean, every night, 140 games a season, every night you’re in the stadium. So that really becomes your little your little safe haven. You got to love to be around the guys you’re around because that becomes your family at that point. But now just in the same breath, just meet some incredible people. You know, the stuff I remember about my baseball career is mostly off the field. The people I met, the conversations I had with people, you know, nobody was nobody’s going to be bad on you because you had a good game, especially in your teammates. Like those are your guys that you know you always can rely on. So no, just the whole minor league experience. It’s competitive. People don’t realize the there’s a lot of talent in baseball around the world and you know just even. Being blessed. I even got the opportunity to play Major League Baseball. It’s something I aspired when I was a kid and to be able to say that I lived out that dream is incredible because not a lot of, you know, I understand a lot. Not a lot of people get there.

Brian Pruett: [01:05:05] Talk about, though, there are many levels of minor leagues. Can you talk about what what that looks like?

Reggie McClain: [01:05:10] Yeah, Well, there’s about seven different every every major league team has about seven different farm teams. I think they might have cut them down to five after Covid, I’m not sure. But I know that there’s about five, six, seven teams under each professional team.

Brian Pruett: [01:05:27] So that’s each a different level, right?

Reggie McClain: [01:05:29] It’s a different level. Triple A double, a high low, a short season rookie ball. It goes down the whole list, different levels. That’s every different tier. You graduate from one that’s like graduating from elementary school to middle school. It’s like the same process. You get to go to the next level. You made it, right.

Brian Pruett: [01:05:46] So. And you’re a pitcher, correct?

Reggie McClain: [01:05:48] Yes, I am.

Brian Pruett: [01:05:49] Is there any kind of different conditioning that a pitcher would go through versus a position player?

Reggie McClain: [01:05:54] Yeah, I’d say that I ran a lot more than position players tend to do, but they got to play the field. So that’s, you know, they get to reap the benefit of that. But now the conditioning was I definitely always ran. I always made sure I was in good cardio shape. That definitely works better on the mound when you’re in that shape.

Brian Pruett: [01:06:16] So you’ve heard of the Savannah Bananas? Oh, yeah, right. I call them now. They’re Harlem Globetrotters of baseball. I’m curious, have you been to a game yet?

Reggie McClain: [01:06:25] I have not. I have a buddy who played against them, though. Really? Yes. Dwight Smith Jr. I think he’s in Columbus right now. He played against their team and he said it is impossible to focus when you play the Savannah bananas. He’s like, I don’t know how I’m going to get a hit. This is too much. Well, just.

Brian Pruett: [01:06:42] Seeing some of their videos, I mean, just out of nowhere, the umpire will start dancing, right? It’s crazy. And then a guy walks out on stilts to bat. I mean, it’s insane. I’d like to go to a game, but I understand it’s almost like Augusta. You have to be on a waiting list to get tickets.

Reggie McClain: [01:06:54] Yeah, they’re getting they’re popular and they’re making baseball like, a really exciting product to watch, especially going to those games. Right.

Brian Pruett: [01:07:01] So I have to ask, in your time in the major leagues, first of all, who was the batter you hated to face the most and who was the one you wanted to face the most?

Reggie McClain: [01:07:12] Oh, man. The batter that I hated facing the most, I would have to say, was. I’ll have to say it was Altuve. Only because the strike zone is so small. But he can hit anything around the plate. So it’s like he works it to his advantage. He’s he’s he’s he’s hard to get out. I’ll say that. Very hard out. The guy who I would have liked to pitched against probably probably Shohei he’s I mean he’s the best player on the planet right now. Yeah I wish I had one one matchup with him. See what happens. See if I can tell my grandkids something cool. I struck out the best best player ever in baseball. There you go.

Brian Pruett: [01:07:55] So your starter reliever, reliever, reliever is there. So somebody who may not be a baseball aficionado. I said a word. Big word, Stone. Uh, just tell a difference between a starter and reliever. Obviously, it’s in the name, but.

Reggie McClain: [01:08:11] Okay, so I mean, a starters starter just starts your game out. I mean, he pitches once every five days. He knows when he’s going to pitch. That’s his day when he pitches a starter. It’s like, okay, we got him the day that stays constant. Relievers, we are kind of, you know, we’re in that bullpen. We’re kind of just like the picking of the litter, just like, all right, which one’s going today? And it could be the same guy two times in a row. Three times in a row. It just depends on the game. But we just got to be ready at all times. Being a reliever, just being the back end of the game, it definitely could get a little dicey, but you just don’t never know. You’re on your toes every game. When that phone rings, it could be you.

Brian Pruett: [01:08:51] I noticed, though, they have started determining some of the relievers are not available because I guess they pitched so much up to a certain point. Um, how many pitches did you have?

Reggie McClain: [01:09:03] I had three pitches, a very basic fastball, changeup, breaking ball. That’s all I really needed. But I was. I got really good at those three.

Brian Pruett: [01:09:15] All right. All right. So now let’s talk about the organization. Where you going to be working with youth. Tell us about that.

Reggie McClain: [01:09:20] Yeah, we’re working out a turning point. I have a baseball academy that I’m starting up over there and we you know, we’re I’m putting my focus back into, you know, the youth. I want to be able to put my imprint on a kid to see him flourish in his, you know, his desire to play baseball. I know what it takes to get there. And I can help a kid out that wants to be in that light and work hard to get there. So that’s why I’m starting up youth, a youth facility, just getting guys where they can come in, meet a great team of people, have a beautiful 25,000 square foot facility in Johns Creek that we really could get, get after and get a lot, get a lot of work in and help some kids.

Brian Pruett: [01:10:02] So I know there’s a lot of different baseball academies out there. Walk somebody through the process on how to choose one because I’m sure everybody’s different and some of them may not be a good fit for everybody and some may not be good at all. So how can somebody, when they’re looking for a baseball academy other than because you’re Reggie, you know, what’s the best way to pick?

Reggie McClain: [01:10:24] I would say, you know, the personnel matters. The people that you’re going to be spending a lot of time with them if you’re going to be trusting them with your athletic career, you got you got to really like them. You got to you got to have a they have to have that vision for you. So see what they have in store for your kid or, you know, what plans they have for your kid, where they want them to be at. Just letting you know like that you care about their athletic career. That’s first and foremost. And then also where you train you, you want to be in a facility that you can call like a home base. You want to know that, you know, this is a place that I come back to regularly and they do a great job over there. Just building that community relation. You want people to be talking about it. You don’t want it to be like, We didn’t really have a good time over there. Like they didn’t, you know, they don’t instruct us. Well, you don’t. So just having that good personnel where you can build that good repertoire and build good, you know, build a good brand that people can be excited about, that’s what you know, that’s how I’m planning to attack it. Just having a great reputation, a good place to do it at.

Brian Pruett: [01:11:30] Are you going to be offering all kinds of aspects for baseball?

Reggie McClain: [01:11:33] Yes, we will be offering hitting, fielding, pitching. We can actually have a big enough space to have an indoor practice, especially in the youth league. Yeah. And youth sports. So we are we are getting going, starting up. We’ve only been open for about four months now. I’m really looking to get, you know, revved up on the baseball side. That’s what they brought me on for, to get that started and where we can really start affecting lives and getting some kids.

Brian Pruett: [01:12:01] Well, it helps. You’re from the area so yeah.

Reggie McClain: [01:12:03] Yeah. I’ve been in the area a long time.

Brian Pruett: [01:12:06] So I have to share this because like I said earlier, I’m a big sports nut and I’m like a kid in a candy store and I’m around these guys. And I helped with a celebrity golf tournament a few years ago. And sometimes they say, never meet your idols, never meet your, you know, things like that. And I won’t mention his name because. Uh, if he listens, he might come beat me up or something. I don’t know. But we had a I’ll just say it. Bo Jackson has. Anyway, he was. We had Pete Smith, former Atlanta Brave, brought in a jersey for a young man who had cancer. And he was one of all the guys to sign it. And that was my responsibility to help get these guys to sign it. And every time I asked Bo, he stuck his nose up and said, I’m not here to sign any memorabilia. And I’m like, This is for a young man with cancer. Here’s the letter from his mother. And he was just very, very rude. You know, you guys, obviously everybody is different in their personalities. But it’s cool to see because I know a lot of former professional athletes that you guys get back involved in the community, you know, and that you give back because you guys got to do something that most people are not going to be able to do. So why is it important for you to be part of the community doing that?

Reggie McClain: [01:13:15] You know, you always have to pay it back. There was always when I was, you know, in my adolescence, playing baseball, there was plenty of people that did the same thing that kind of gave me their insight. And they never were rude about it. They never they these are baseball junkies. They just love to talk the game and be a be a be a part of that and be a part of a growth process for you. And that’s how I view it. If I could steer one kid to, you know, and put my mold on him, to have him, you know, he made it to college or something like that, even making it to college is a great feat like that is you are still the 1% of baseball players that played in high school to make it to the next level. So don’t I think people get caught up in the end goal. So making it to the major leagues, stay in the present, stay in the process. You know, being able to see a kid, just get to that pedigree and learn more about himself. And as a as you know, as he athletically grows is a great you know, I have taken a lot of pleasure in seeing that and, you know, being around, you know, a kid that I can help.

Brian Pruett: [01:14:27] And that’s a good point you bring up, too, about the next level because there’s several different next levels. You could go to college. It’s an eye versus an NCAA Division three, you know, and on up. And I think it’s like you said, it doesn’t to me it doesn’t matter the level you go to, you’re there. Exactly. Um, so just give a little bit of knowledge of somebody, maybe a parent or somebody who has a child and maybe the child is listening about some conditioning. What should they start doing to get prepared to come and then what you guys are going to be working on.

Reggie McClain: [01:14:54] So I offer a bunch of programs at the facility. You know, I have I have 25 years of playing baseball experience under my belt, which a lot of is young to a lot of people. But know what we will what we’ll be doing is we have a bunch of programs as far as pitching side. We have hitting specialists. But on the pitching side, just for a young kid, as you see, the game is growing. A lot of guys are throwing harder. Just because you’re not throwing hard right now doesn’t mean that it won’t come. We kind of help facilitate that with, you know, Driveline Plyo Ball Plyometrics. I don’t know if you guys know what that is yet, but go ahead and share. It’s it’s like the different weighted balls that you see pitchers using nowadays. It’s kind of gotten into it’s a proven science. You’re throwing, you know, all these heavy weighted balls so that when you pick up a baseball, it’s like really light and you can just your arms are just like ready to go. It’s a different style of, you know, just locating like back in the 80s and 90s where, you know, Tom Glavine, Greg Maddux types located at the knees. That part of baseball is still there in a small sense, but usually when the guy’s in there, I mean he’s throwing 95 plus, they’re throwing hard. We get guys throwing hard. And I have I’ve ran these camps previously out of other facilities, but I’m excited to bring it to this facility. I have a bigger space to work out in my camp. I can reach a lot of kids that want to reach their goal and help them through that with, yeah, you know, the camps and stuff that I provide, I.

Brian Pruett: [01:16:33] Think that’s kind of a lost art, the way you were talking about Maddux and Glavine, because my favorite team is the Reds and Hunter Green. We all know he throws 105 miles an hour. He’s on the IL right now. But, you know, I think back to when I was growing up, Kerry Wood and Mark Prior, they blew their shoulders out because they were throwing so hard. But Maddux, I don’t know if you know this stat, but there’s not one baseball player who ever saw him, saw the same pitch twice. Did you know that?

Reggie McClain: [01:16:58] Oh, wow.

Brian Pruett: [01:16:59] I mean, that’s insane to me. He’s that good that nobody ever saw the same pitch twice. Jeez. So, I mean, just I think if somebody could learn, you know, the even the knuckle or just the thing, not just worry about throwing it so hard, it would be very valuable.

Reggie McClain: [01:17:13] Yeah, you think?

Brian Pruett: [01:17:14] But yeah, just ask Connor there, right? Or ask Reggie. He’ll tell you. All right. So. It. Tell us again where the location is and how people can get Ahold of you to maybe get your services.

Reggie McClain: [01:17:27] You guys can reach me on Instagram at Reggie McClain, 39. I’m going to be promoting a lot of what I do on social media platforms reaching adolescence. We also do I have a website that we’re about to put up that’ll have more of my baseball expertise on there still in the work right now. But I’ll make sure that we, you know, if you guys are, it’ll be posted on my Instagram where you guys can check that out. Once again, it’s Reggie McClain, 39, and you’ll see the baseball aspect of how I’m going to shape and the facility. At least you guys get to get to see the beautiful facility that I And what’s the.

Brian Pruett: [01:18:04] Name of the facility again? It’s called.

Reggie McClain: [01:18:05] Turning Point and it’s in point.

Brian Pruett: [01:18:07] Johns Creek, right.

Reggie McClain: [01:18:07] Johns Creek, Georgia. I wish I had an address for you. I can’t remember, but they.

Brian Pruett: [01:18:12] Have a website.

Reggie McClain: [01:18:12] Yeah, we do have a website. So, yeah, you guys could see us over there. And once we get up and running, we’re going to be we look forward to changing, change some lives.

Brian Pruett: [01:18:23] Well, I hope I’m going to get some Reggie out to some of these fundraising events. I do. And so I’m glad I got to meet you and and get to know you a little bit. So a couple of things before we wrap up. I wanted to ask Glenda and Melanie this question as well, because, Glenda, you and I used to network a lot together when you were over in this area. That’s how we first met. So why is it important for you to be part of the community?

Glenda Hicks: [01:18:47] Well, the community is everything. It’s your lifeline. It’s your safe space or we want it to be. And that’s why these nonprofits are so important, so that they’re equipped to create the communities that we imagine and that we can feel safe there and thrive and pursue our dreams. And for me to be a part of that, it’s just who I am. It’s what I’ve done since I was in college, volunteering, giving back. And, you know, with starting this other company, 501 C impact, it’s taken a lot of my time and I haven’t been able to engage on the frontline the way I used to. And it’s been quite unsettling actually. And so I’ve been behind the scenes trying to stand up nonprofits and equip them from an infrastructure standpoint. And I haven’t been out touching the people the way I used to. And so it’s interesting that you ask this question at this juncture because this is literally something that I’m changing for myself right now so that I’m back on the front side of things with people seeing them and doing things to change their lives directly, which which is interesting because let me just segway for a second, if I can, Nonprofits in terms of funding and Melanie can attest to this and most likely, you know, organizations really wanted to give to direct service.

Glenda Hicks: [01:20:04] They wanted to give to the front lines of the work. I want to give my money to literally change an individual’s life. And it wasn’t until the real estate bust a few years ago and then the pandemic that they said yes, but if the infrastructure is not there for the nonprofit to survive and be sustainable, then how are you how are you going to deliver those services? So I took pride in being able to be part of that infrastructure. But I realized that what made my heart sing was the community and being with the people and doing the work. So it’s critical to having the kind of communities and lifestyles that we desire to have. So I applaud the work that each of you do in your respective spaces and that we’re connected now so we can support each other and make a bigger impact, definitely.

Brian Pruett: [01:20:58] Melanie Why is it important for you to be part of the community?

Melanie Lambert : [01:21:00] So for me, I think it’s a little bit selfish and and personal in that Bartow County, even before knowing that stat you shared with me earlier about how many nonprofits we have, Bartow County is so philanthropic and I’ve lived in a lot of communities that are also philanthropic, but I feel that so much more in in Bartow. And that may be because I live, work and play there, but I just feel like there’s this sentiment and even beyond all of those nonprofits, individuals are very philanthropic in our community. And I think that just reinvigorates me in that sense of this is my role in that huge philanthropic community that we have. This is how I can contribute. I may not be able to write $1 million check myself to a non profit organization that can be transformative. But if what I can contribute with my talents can help do that for an organization, and when I can see that in the real world, you know, just write grants is completely virtual. And there’s, there’s pluses and minuses to that, as Glenda shared. But I have the absolute pleasure and honor of working with several Bartow County nonprofit organizations excuse me, Red Door Food Pantry being one, and I have helped them. Do you know Grant writing for several years? And one of the things that I like to. Share about the difference in working with a local nonprofit versus one that’s on a national level is I can actually see the results of my work. You know, I had the pleasure of helping them secure the funding for the mobile food pantry. Well, when I see that truck driving down the road that just lights a fire in me of, you know, I a lot of people were involved in that grant. I don’t I absolutely am not taking credit for it exclusively.

Melanie Lambert : [01:22:43] But having been a cog in that wheel that that made that happen and allowed them to serve the community at a completely different capacity than they were ever able to do before. That just gets me up in the morning. I mean, I love that and I can see a tangible result of that. So if, you know, I do love to be, I think I think community is how you define it, right? And so I also feel part of the community of the organizations that I work with that might be in California or New York or Florida that I’m not necessarily going to ever see in person. But if if the way that I manage those relationships with those organizations, I can feel part of that community and ingrain myself in what they’re doing, understand what they’re doing and the impact that they have, That’s important to me because I can see a bigger picture and I can sort of sell that better in the appeal that I’m making in the grant writing if I am involved in what they’re doing. And I make sure that the organizations that that I work with personally, I are aligned with, with what I believe in and things that I feel like are important to the community. Again, however you define that, because if it’s not as a writer, I think a reader can can tell that. I think a grant funder would be able to very, very quickly sense whether or not I believe in what I’m writing. And so being part of those communities helps me do that more effectively, but also helps me feel like I’m part of that mission work and I’m part of making a difference in whatever that definition of community is.

Brian Pruett: [01:24:22] Yeah, that’s pretty cool what you’re talking about seeing things happen, because one of the reasons I did start B’s Charitable Pursuits and Resources is the same reason I can’t write $1 million check right now. I can’t even write $100 check, but I can use my resources to put on events, bring the community together, have fun, get some of these athletes to come out and draw some folks and learn. And it’s cool to see when because to me it may not be a lot of money, but to these nonprofits a lot. I just think about January was the first month that I did the charity trivia for the charity and Footprints on the Heart was the charity, and I presented a check to $1,000 to them after we did the trivia and when she told me. You just paid for five caskets for me for the year. Not only did I get to see where the money goes, but I mean, that broke my heart. But it’s and then each of the rest of the time, they told me, you know, it may not be a lot of money that I’m giving them, but to them it is. So it’s just really cool to see that. So. All right. So the last question I have for all three of you before we wrap this up is I always like to end this show with some positive nuggets, quotes, uh, words to Live today, the rest of 2023 and beyond with. So we’ll start back with you. What you got, Melanie?

Melanie Lambert : [01:25:29] Oh, goodness. No pressure. Um, you know, again, it sounds cheesy, but, you know, be the change you want to see in the world, and I should know who to attribute that to. But I really I really believe that, that, you know, you can sit at home and complain about the way the world is all day or you can get up and do something about it, whether that’s starting your own nonprofit or, as Glenda mentioned, finding a nonprofit that is doing that work you’re passionate about and invest your time and resources into it because you know, if you don’t, it’s always going to be the way it’s always been. And there’s so many opportunities for people to get involved in things that can help whatever demographic it is that you’re looking to to help impact their lives. And so I really, really feel like that that’s the avenue for making the change that we want to see.

Glenda Hicks: [01:26:17] Glenda Wow. So many things swirling in my head. What to choose. I think I’ll just go with Never give up, Never give up. Whatever it is you’re pursuing, just keep chugging at it. Days can get long. They can get hard, they can get frustrating. You can become disillusioned, especially when you read and watch mainstream. I so appreciate this show and the way you describe your purpose with the positive stories and the good things people are doing in the community, because that’s what I try to find so that you can stay hopeful and maybe that’s it to stay hopeful and never give up and everything will fall into place. And it’s right timing. As long as you are really committed to the cause, whatever that might be.

Brian Pruett: [01:27:09] Yeah. Reggie.

Reggie McClain: [01:27:11] I would have to say, remember your why? Because there’s, you know, it’s always going to get rough. It’s going to it’s going to happen. But if you remember your why why you’re doing it, what got you into that? You know, that space, that spark that you felt. If you remember that, you know, you can get past all the hard times and the hardships and see see really the fruits of your labor on the other side.

Brian Pruett: [01:27:33] Well, I’m going to start we need to start writing a book of all this stuff.

Speaker6: [01:27:35] Well, you know what? We’ve got these responses recorded. Create a book. I love that.

Brian Pruett: [01:27:39] Yeah, that’s great. Like good thoughts, Don. I appreciate it. You’re welcome. The other thing that that I do, the thank you is a lost art these days. So, Melanie, thank you for what you’re doing for the nonprofits. Glenda, thank you for what you’re doing for the nonprofits. And Reggie, thank you for what you’re doing for the community and especially the youth. So all right, everybody out there listening. Remember, let’s be positive. Let’s be charitable.

 

Tagged With: CPA Glenda Hicks, Just Write Grants, Reggie McClain

How Entrepreneurs Utilize Networks to Increase Business E45

June 29, 2023 by Karen

How-Entrepreneurs-Utilize-Networks-to-Increase-Business-feature
Phoenix Business Radio
How Entrepreneurs Utilize Networks to Increase Business E45
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How Entrepreneurs Utilize Networks to Increase Business E45

On this episode of Collaborative Connections guest host, Rochelle Poulton, was able to showcase the business acumen of Irene Ploski (Independence Insurance Group) and Paul Hershenberg (Hershenberg Financial & Employee Benefits). Small business hurdles, the power of connections, the role of commercial insurance, and how employee benefits improve company culture were just a few takeaways.

If you are a small business owner, then you are facing business hurdles. This episode of Collaborative Connections addresses the growing pains Irene Ploski, Paul Hershenberg, and Rochelle Poulton faced as entrepreneurs and the role building a network played in their success. Building a business is hard, but doing it the right way with the help of good business consultants, and knowledgeable insurance brokers can give you confidence to keep moving forward. IIG-brand-1

Founded in 2009, Independence Insurance Group PLLC has a total combined industry experience of over 36 years. We are an independent agency and have several options to offer to our clients.

We are not bound to a single insurance company that offers a single type of product, but instead, we look for the best fit for each of our clients, our goal is to find the right combination of coverage and price.

Irene-Ploski-Phoenix-Business-RadioIrene Ploski has been in the insurance industry since 2003. She is married and is the mom of 2 very busy college students, a high-energy Golden Retriever and a Dobermann.

Irene is a member of the Phoenix Lions Club, where she served as Secretary and Vice-President. This highly active community volunteer organization has donated tens of thousands of dollars in the last 5 years to benefit local charities directly impacting our Phoenix communities.

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

She enjoys spending time with her family, traveling, cooking, spending time with friends, volunteering, and loves going to concerts.

Irene is fluent in Spanish, she is originally from Guadalajara, Mexico. She moved to Arizona in 2000 and became a U.S. Citizen in 2010. She founded Independence Insurance Group in 2009.

Irene’s core values are Family, Independence, Resilience, Gratitude, Honesty, and Resourcefulness.

Connect with Irene on LinkedIn and follow Independence Insurance Group on Facebook. HSInsurancelighter

Hershenberg & Stone Walsh Insurance Services, LLC is a full-service insurance broker.

We specialize in helping small and medium size businesses create and maintain their employee benefits program.

Paul-Hershenberg-Phoenix-Business-RadoPaul Hershenberg is the Managing Member and founder of Hershenberg & Stone-Walsh Insurance Services and has been helping business owners design and implement employee for over 25 years.

Paul and his team have created an employee benefits agency with the knowledge, ability, and resources to positively impact his clients and help them attract and retain quality employees.

Connect with Paul on LinkedIn and follow Hershenberg & Stone Walsh Insurance Services on Facebook.

About Our Guest Host

Rochelle-PoultonRochelle Poulton joined KLM Consulting, after nearly ten years of running her own law firm assisting clients with consumer rights, real estate matters, and business law.

She offers creative solutions for entrepreneurs seeking to reach the next level of their business journey.

Rochelle assists clients with consulting, business development, and project management.

In addition, Rochelle has nearly 20 years of real estate experience and is a licensed Realtor with Realty Executives.

Connect with Rochelle on LinkedIn or visit us online at DuplicateMyself.com

About Collaborative Connections

The purpose of Collaborative Connections Radio Show and Podcast is to build a connected community, one collaborative show at a time. We highlight local non-profits, associations, small and family-owned businesses.

By bringing 4 like-minded people together for an hour of in-depth conversation, our hope is that they connect and collaborate in life and business in the future.collaborative-connections-Radio-Show-Podcast-logo1

About Our Sponsor

KLM is a business development firm helping entrepreneurs, small and family-owned businesses start, grow and scale through consulting, marketing and project management. Combining those three things has been a trifecta, or triple advantage to business owners.

Entrepreneurs & small business owners come to KLM for support in all areas of business. If you need to duplicate yourself in any area of your business, we can help. If we don’t do exactly what you need, we know someone who can.

Business owners can continue to do what they love while having the support they need when they need it, with the help of KLM. We help you figure out what needs to get done AND DO IT FOR YOU!

klm-logo-small

About Your Host

Kelly-Lorenzen-on-Phoenix-Business-RadioXKelly Lorenzen, CEO of KLM, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM on Facebook, Instagram and YouTube.

Tagged With: Independence Insurance Group

John Hipes, Hipes & Belle Isle, LLC, and Councilman, City of Alpharetta

June 27, 2023 by John Ray

John Hipes
North Fulton Business Radio
John Hipes, Hipes & Belle Isle, LLC, and Councilman, City of Alpharetta
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John Hipes, Hipes & Belle Isle, LLC, and Councilman, City of Alpharetta (North Fulton Business Radio, Episode 675)

John Hipes, attorney and owner of Hipes & Belle Isle, LLC, was the guest on this episode of North Fulton Business Radio. He and host John Ray talked about the firm and its evolution, how he prepares clients for litigation, legal success stories, why he serves on the Alpharetta City Council, what makes Alpharetta such a superb place to work, live, and play, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Hipes & Belle Isle, LLC

Hipes & Belle Isle, LLC provides expert legal assistance, advice, and representation to businesses of all sizes.

Their attorneys have the experience, knowledge and judgment to handle your legal matters and protect your company’s interests to the fullest extent of the law. They have highly skilled, ethical and successful negotiators, courtroom litigators, real-estate experts and business advisors who provide prompt, aggressive and reasonably priced legal services.

When a complex legal question demands knowledge and experience in several areas, Hipes & Belle Isle offers single-source convenience by providing legal services in:

  • Business Litigation
  • Commercial Real Estate Law
  • Construction Law
  • Employment Law
  • Insurance Law

At Hipes & Belle Isle, they are also proud of their success and standing within the legal, professional and civic communities. They look forward to even greater achievements as they meet and address the legal challenges of our rapidly evolving society, but most importantly we look forward to serving you with experience, expertise and integrity.

Website| LinkedIn | Facebook| Twitter

John Hipes, Attorney and Owner, Hipes & Belle Isle, LLC

John Hipes, Attorney and Owner, Hipes & Belle Isle, LLC

John Hipes is from Muncie, Indiana. He received his B.A. cum laude from Wake Forest University (Winston-Salem, North Carolina) in 1981 and his J.D. magna cum laude from Georgia State College of Law (Atlanta) in 1988, where he served as senior editor for the Georgia State University Law Review. He authored Abusive Litigation in Georgia, Georgia State Univ. L. Rev., Vol. 3, 1987.

John has practiced law for 33 years. He began his law practice in 1988 with Smith, Gambrell & Russell LLP and then with Morris, Manning & Martin (both in Atlanta) before forming Hipes & Norton, P.C. (Alpharetta) in 1996. In 2004, John helped to form Bach, Dewberry & Hipes, LLC (Alpharetta). In 2013, John founded Hipes & Belle Isle, LLC.

John practices commercial litigation, including insurance coverage and interpretation, construction, real estate, employment, partnership and shareholder disputes, and tort and injury law. He has successfully resolved and tried numerous lawsuits on behalf of residential and commercial policyholders, including issues involving bad faith, unfair claims practices, fraud, arson, theft, cancellation procedures, protective safeguard endorsements, and coverage interpretation.

John is a member of the State Bar of Georgia. He is admitted to practice in all Georgia courts, including State and Superior, the Georgia Court of Appeals, and the Georgia Supreme Court. He is also admitted in the United States District Court, Northern District of Georgia and the United States Court of Appeals, Eleventh Circuit. John is a Past-President of the North Fulton Bar Association for 2011-2012.

John is an Alpharetta City Councilman and liaison to the Alpharetta Public Safety Department and the Alpharetta Municipal Court. He has been an active member of the Rotary Club of Alpharetta since 1997, served as President in 2008-2009, and was founder of the Alpharetta Memorial Day Tribute. He serves on the boards of North Fulton Community Charities and the Alpharetta Public Safety Foundation. John previously served on the Alpharetta Planning Commission, the Board and Executive Committee of the Greater North Fulton Chamber of Commerce, and the Board of the Ed Isakson Alpharetta YMCA. He is a member of the Leadership North Fulton Class of 2000, Alpharetta Chamber of Commerce, and Alpharetta Business Association.

John is an active member of the Alpharetta First United Methodist Church. He has participated in many humanitarian and mission trips to Africa, Central and South America with Rotary and AFUMC. John resides in Alpharetta with his wife Karen.

LinkedIn

Questions and Topics in this Interview:

  • Overview of Hipes & Belle Isle legal practice
  • Legal success stories
  • Community involvement
  • Why Alpharetta is a great place to operate a business
  • What’s happening in Alpharetta and what lies ahead

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Tagged With: Alpharetta, Alpharetta City Council, attorney, civil litigation, civil litigator, Hipes & Belle Isle, John Hipes, North Fulton Business Radio, Office Angels, pandemic, renasant bank

Davis Butler, BUTLER | MERSEREAU

June 21, 2023 by John Ray

Davis Butler
Business Beat
Davis Butler, BUTLER | MERSEREAU
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Frazier & Deeter’s Business Beat: Davis Butler, BUTLER | MERSEREAU

Davis Butler, Managing Partner at BUTLER | MESEREAU, joined Roger Lusby to chat about the work his firm does for small businesses and other organizations. Davis discussed his work in healthcare, specifically physician practices, the changing healthcare industry landscape, and advice for practices preparing for an exit. Davis also talked about his previous work with the International Olympic Committee (IOC), effecting change in sports organizations to protect athletes from abuse, his work in name, image, and likeness issues (NIL), and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

BUTLER | MERSEREAU LLP

BUTLER | MERSEREAU is a boutique corporate and trusts and estates law firm with offices in Atlanta and Jacksonville. The firm was founded in 2014 by B. Davis Butler and another partner, who began their practices at Alston & Bird, a large law firm based in Atlanta. Adam G. Mersereau, who started his practice at McKenna Long & Aldridge, now Dentons US, joined the firm as a partner in 2017.

The firm was created with the goal of providing outstanding legal services to a special group of clients looking for great value from its lawyers. Their lawyers are former big-firm lawyers and general counsel with a strong commitment to providing the highest possible quality of legal services and personalized care to every client regardless of its size. They are trusted advisors, creative problem solvers, excellent drafters, and thoughtful risk takers.

Together, their attorneys are licensed to practice in Georgia, Florida, Alabama, and South Carolina.

Company website | LinkedIn

Davis Butler, Managing Partner, BUTLER | MERSEREAU

Davis Butler, Managing Partner, BUTLER | MERSEREAU

Davis Butler began his legal career in 1992 as a law clerk for U.S. District Judge Robert B. Propst in the Northern District of Alabama. In 1993, he joined the practice of Alston & Bird LLP (A&B), a large firm based in Atlanta, Georgia, as a healthcare/medical product liability litigator. After two successful jury trials, Davis joined A&B’s healthcare mergers, acquisitions, and securities team.

After years as a corporate transactional lawyer at several firms, Davis joined the International Olympic Committee (IOC) staff to manage and negotiate international partnership deals as part of the world’s largest sports sponsorship program – the IOC’s TOP Programme. Davis spent ten years at the IOC in a joint business and legal role (as Senior VP of Marketing Development) with offices in Atlanta and Lausanne, Switzerland. During this time, Davis negotiated and managed partnership transactions on behalf of Olympic parties valued at just under US$9 billion. He has negotiated and drafted sponsorship, broadcast rights, license, supply, acquisition, representation, and service agreements on behalf of sport properties around the world. He also has managed intellectual property issues around the world, and he has represented the IOC twice before the European Commission in Brussels on matters relating to antitrust issues in international sport sponsorship arrangements. While at the IOC, Davis did business in thirty nine countries, and he managed a team of lawyers overseeing Olympic marketing rights agreements in over 190 countries.

Davis left the IOC in 2010 to become a founding partner in Encompass International Network, LLC, an international sports marketing and legal network comprised of Olympic experts from North America, Europe, and Asia. At that time, Davis also re-entered the private practice of law, and he now represents a variety of corporate entities (especially in the healthcare, marketing, and sport industries) in mergers, acquisitions, private securities offerings, and general corporate matters. He has served as an adjunct professor at the University of Georgia, and he is an owner of a variety of sport and healthcare businesses. He has started nine different for profit and non-profit businesses giving him special insight into the issues facing start-ups and early-stage companies.

He attended Vanderbilt University and graduated with honors in 1988. He received his law degree in 1992 from the University of Alabama School of Law where he was a Junior and Senior Editor of the Alabama Law Review.

Davis is currently licensed to practice law in Georgia and Alabama.

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Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers, and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: attorney, Business Beat, Butler Mersereau, college sports, Davis Butler, Frazier & Deeter's Business Beat, Frazier and Deeter, Healthcare, International Olympic Committee, IOC, name image and likeness, NIL, olympic athletes, Roger Lusby, small business, Sports law

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