Business Beat Archives - Business RadioX ®

Eric Pritchett, Terzo Technologies

October 25, 2023 by John Ray

Business Beat

Eric Pritchett, Terzo Technologies

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Frazier & Deeter’s Business Beat: Eric Pritchett, Terzo Technologies

Eric Pritchett, President and COO of Terzo Technologies, an enterprise AI company, joined host Roger Lusby to discuss the company’s technology and how it helps businesses extract valuable data from documents, contracts, and more. Eric talked about their capacity to improve decision-making and operational processes. He shared success stories that highlight the impact of Terzo on increasing productivity and efficiency for businesses, about how the company developed its product, why they moved their operations from California to Metro Atlanta and specifically North Fulton, and more.

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

Terzo Technologies

Terzo uses powerful AI technology to extract, analyze, and visualize your contract data.

Terzo’s AI data extraction capabilities also extend beyond contracts and can solve your organization’s document problems, from invoices to POs and more.

Their platform was designed on the foundation of contract intelligence, providing business teams with the necessary data to improve productivity, optimize spend, reduce costs, and manage risk and governance across their entire supplier ecosystem. Terzo has global operations across the United States, Canada, and India.

Terzo is designed to connect teams, breaking silos along the way. At Terzo, strengthening relationships is at the heart of what they do. They unite teams and unlock insights so organizations can make smarter decisions and maximize value from their suppliers, customers, and partners.

Terzo means “third” in Italian. Their founders have Italian heritage and chose it to describe what they set out to build—a platform that brings third parties together.

For the first time, Legal is now a large part of both the buying and selling teams. Terzo is the first solution to provide critical data and terms to both sides, enabling legal and business teams to make decisions together.

Company website | LinkedIn

Eric Pritchett, President and COO, Terzo Technologies

With over 20 years of experience in technology, finance, and strategy, Eric is the President and COO of Terzo Technologies, an enterprise AI platform that extracts valuable data from documents for business operators. He works with the senior team to develop and implement the overall vision, direction, and execution of the company, as well as the development and implementation of strategic customer-facing initiatives.

Prior to joining Terzo, Eric was the Vice President of Corporate Strategy at Asurion, where he evaluated and executed on strategic investment opportunities, including acquisitions. He also co-founded and led Potamus Trading, a technology-driven broker-dealer and market-maker, and PhaseCapital, a quantitative hedge fund.

Eric has a strong background in FinTech, corporate venture capital, and M&A, as well as a passion for innovation and growth. He holds BS and MBA degrees from Boston University and the Boston University Questrom School of Business.

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, 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 on 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 | Instagram

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

Chad Hagan, Hagan Capital Group and Author of Global Family Office Investing

August 29, 2023 by John Ray

Business Beat

Chad Hagan, Hagan Capital Group and Author of Global Family Office Investing

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Frazier & Deeter’s Business Beat: Chad Hagan, Hagan Capital Group and Author of Global Family Office Investing

Chad Hagan, founder of Hagan Capital Group and author of Global Family Office Investing, joined Business Beat and host Roger Lusby for a wide-ranging conversation about investing in the environment, his non-political definition of “environmentalism,” his views on the energy sector, the economy of the North Fulton region, and much more.

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

Hagan Capital Group

Since the founding of Hagan Capital, the principals have advised on over $2,5 billion of transactions for funds, family offices, institutions, investment companies and wealthy individuals.

The partners are headquartered in metropolitan Atlanta, Georgia with affiliated partners and companies in New York, Florida, Canada, and England.

Company website | LinkedIn

Chad Hagan, Founder, Hagan Capital Group and Author, Global Family Office Investing

Chadwick Hagan is an author, investor, and entrepreneur.

He is a managing partner of Wessex Investments and the founder of Hagan Capital Group.

Over his career he has advised nearly $2 billion dollars in M&A transactions and investments; including managing funds with an average annual return of 30%; leading the takeover and bankruptcy recapitalisation efforts of American Apparel – then the largest vertically integrated apparel company in the US – and managing investments in consumer goods and energy commodities. He is an investor and company director for numerous commercial concerns, funds, and entities in the US and Europe.

His most recent book, Global Family Office Investing, was published by Palgrave in 2021, and his economics blog, Chaganomics.com, was archived by US Library of Congress Economics Blogs Web Archive. He is an opinion columnist and has written for The Epoch Times, Fox Business, and ArtNews.

He is a director for the Hagan Family Foundation, founded by his father in the 1990s, where he focuses on fiscal policy, environmentalism, and art history.

Chad studied economics at Harvard and the London School of Economics. He married Emily Wheeler in 2008 and lives in Metropolitan Atlanta. He enjoys skiing, tennis and producing documentaries in his spare time.

LinkedIn | Twitter

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, 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.

Wendell Strickland, Strongside Solutions

July 19, 2023 by John Ray

Business Beat

Wendell Strickland, Strongside Solutions

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Frazier & Deeter’s Business Beat: Wendell Strickland, Strongside Solutions

Wendell Strickland, President and CEO of Strongside Solutions, was Roger Lusby’s guest on this episode of Business Beat. Wendell talked about what sets Strongside apart as a healthcare insurance brokerage, their products, and recent changes in benefits. He also discussed Strongside’s culture, his leadership style, the long-term vision for the company, success stories, and much more.

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

Strongside Solutions

Strongside Solutions – Insurance Brokerage PLUS is a privately held Georgia-based healthcare, insurance broker consulting and management company with over 20 years of proven results and expertise.

They specialize in the review, design, and implementation of holistic self-funded benefits programs that yield better performance, richer employee benefits with greater efficiencies.

They deploy Strongside Solutions developed services and processes that reverse healthcare cost increases, minimizes administrative burden, and improves the overall healthcare experience for employees and the employer.

Company website | LinkedIn

Wendell Strickland, President and CEO, Strongside Solutions

Wendell Strickland, President and CEO of Strongside Solutions, offers an accomplished history of executive leadership, talent acquisition and client centric business development. In Wendell’s current role at Strongside Solutions, he identifies growth opportunities, client centric strategic strategies and guides the implementation of operational services that provide greater value to the clients they serve.

The company was founded in response to growing inefficiencies, carrier option homogenization and diminishing customer service in the administration of healthcare. Strongside does not reinvent healthcare, they have found better ways of providing access to desired care while reducing time and expense.

Wendell’s programs, delivered by Strongside Solutions, challenge the status quo and are driven by the prospect of guiding greater financial control, providing options beyond the expected, and proven successes.

Our three distinct business divisions create cumulative advantages for our clients in the following areas:

Financial Health:
- Initiatives that return expenses that positively impact OPEX, CAPEX, and EBITDA
- Our programs deliver up to 40% reduction in Healthcare and Prescription costs while expanding employee benefit options
- $0 Copays on name brand medications
Plan Coverage:
- Global network access to best-in-class care
Claimant Liability Insulation:
- Tailored programs isolate high-risk medical and pharmacy claims

Wendell also serves as one of Strongside’s Lead Benefit Consultants. Wendell has been a benefits consultant since 2004. Working for national and regional brokerage firms provided a platform for in-depth education and client experience. Ultimately, Wendell learned to identify and develop strategic offerings and processes that delivered better benefits at a lower cost to employees and employers.

Wendell specializes in self-funded middle and large market employer plans. His proficiency spans fully insured and self-funded medical plans. He is an expert in evaluating and managing pharmacy benefit management companies and programs as well as contract evaluation and negotiation. Wendell works closely with Strongside Solutions’ operational and management staff and our clients to develop strategies that reduce costs, deliver healthier employees, drive compliance, and reduce the overall administrative burden for benefits administration.

A Core Value that Wendell has instilled into Strongside Solutions’ culture is to listen first and offer solutions only when the business objectives and needs of our clients are understood. Wendell provides strategic direction and development of a 3-5-year client action plan that will be measured against plan analysis, forecasting and financial planning, contract negotiations and carrier/vendor management.

Wendell has over 20 years’ experience in:

Corporate strategy and service development.
Talent acquisition and development.
Benefits consulting for Middle and Large Market Employers.
Consulting experience on public sector, private sector and school system clients.
Self-Funded and Fully Insured plan design and implementation experience.
Analyzing and developing Stop Loss contract designs that meet client needs.
PBM Analysis experience in delivering savings on RX programs.
Medical Claim Analysis.
Wellness Clinics.
Population Health Management.

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, 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.

Davis Butler, BUTLER | MERSEREAU

June 21, 2023 by John Ray

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 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.

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, 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.

Ashish Mistry, BLH Venture Partners

May 16, 2023 by John Ray

Business Beat

Ashish Mistry, BLH Venture Partners

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Frazier & Deeter’s Business Beat: Ashish Mistry, BLH Venture Partners

Ashish Mistry, Co-Founder and Managing Partner at BLH Venture Partners, was the guest on this edition of Business Beat. He chatted with host Roger Lusby about his career trajectory, early investments, selling at the right time, elements to building a successful team, mistakes startup founders make in working with their investors, what he sees both in the SaaS and ecommerce space, and much more. Ashish also discussed PCKL, a portfolio company which sells pickleball equipment and accessories, and why he believes the market for pickleball will continue to grow.

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

BLH Venture Partners

BLH understands entrepreneurs and the phase’s start-ups and young companies traverse on their path to success.

Their insights stem from hands-on experience operating companies and having faced many of the same challenges current and prospective partners face as well.

BLH’s investments center on companies that can deliver innovation within a new or existing market.

They look for capital-efficient companies within the technology-enabled services, enterprise IT, consumer internet and e-commerce markets. They are excited by entrepreneurs that understand their respective markets very well and have something to show when they meet with BLH.

Company website | LinkedIn

Ashish Mistry, Co-Founder & Managing Partner, BLH Venture Partners

As Co-founder and Managing Partner of BLH Venture Partners, Ashish functions as an investor and adviser to young companies. His operating experience includes leadership roles with high-growth companies within Information Security, SaaS, and E-commerce.

Ashish was Founder and CEO of KontrolFreek – an innovative lifestyle brand in the video game accessories market until its acquisition in late 2020. Ashish’s first entrepreneurial role was as co-founder of Virtex Networks (Acquired by Leapfrog Services), then as an early team member of AirDefense (Acquired by NYSE: MOT). Mistry also spent two tours as an EIR at Georgia Tech’s Advanced Technology Development Center (ATDC), working with start-ups across Georgia.

Ashish is active in community organizations including current and prior board positions with Children’s Healthcare of Atlanta, Venture Atlanta (Co-founder) and the Atlanta CEO Council, as well as serving on committees with the Metro Atlanta Chamber. Mistry is also active in YPO.

He is a graduate of Emory University and resides with his wife and children in Atlanta.

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, 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.

Matt Fain, PopCapacity®

April 25, 2023 by John Ray

Business Beat

Matt Fain, PopCapacity®

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Frazier & Deeter’s Business Beat: Matt Fain, PopCapacity®

Matt Fain, Co-Founder and CEO of PopCapacity®, joined Business Beat and host Roger Lusby to discuss his company’s tech solution for the warehousing and supply chain industry. Founded at the time of the pandemic, Matt addressed the challenges they encountered, why PopCapacity’s solutions were adapted by enterprise level companies so quickly, ongoing supply chain issues, how they serve the needs of both suppliers and shippers, and much more.

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

PopCapacity®

Established in March 2020, PopCapacity® had a vision to digitize the procurement of 3PL warehousing and fulfillment capacity. By offering enhanced visibility and frictionless connectivity within our digital marketplace, they were able to offer the logistics industry a new modern way to procure space.

After launching a successful marketplace they saw an opportunity to introduce their frictionless process and technology to other nodes of the supply chain, thus creating the first ever digital procurement platform for logistics.

Company website | LinkedIn | Facebook | Twitter

Matt Fain, Co-Founder, & CEO, PopCapacity®

Matt Fain has been in the Supply Chain & Logistics industry for over a decade. His career in supply chain began in transportation technology, starting a franchise based 3PL called, Bluegrace Logistics.

After selling his 3PL he then started a transportation company called, GO Expedited which led him to the ideas behind PopCapacity®.

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, 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.

Karen Cashion, Tech Alpharetta

March 21, 2023 by John Ray

Business Beat

Karen Cashion, Tech Alpharetta

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Frazier & Deeter’s Business Beat: Karen Cashion, Tech Alpharetta

Karen Cashion, CEO of Tech Alpharetta, joined host Roger Lusby and his colleague at Frazier & Deeter, Reid Blalock, on this edition of Business Beat. Karen discussed how and why Tech Alpharetta was founded, their work as an incubator for tech startups, their strong graduation rate, available programs and educational opportunities, their dedicated, experienced board, tech trends locally, and much more.

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

Tech Alpharetta

Tech Alpharetta is an independent, 501c(6) nonprofit organization whose mission is to help grow technology and innovation in Alpharetta. There are nearly 700 tech companies located in the City of Alpharetta today. Tech Alpharetta helps to recruit and retain tech companies, grow new tech startups and innovation, create jobs, and grow the next generation of skilled tech workforce for the many employers in the Alpharetta and north metro region.

Tech Alpharetta also focuses heavily on giving back to the community, through its Women’s Forum, which supports area women in STEAM-related careers and provides STEAM mentoring to high school girls. Tech Alpharetta is partnered with the new, Innovation Academy Fulton County public STEM high school in Alpharetta. Tech Alpharetta, through its Board companies and its Women’s Forum, will be providing mentorship, classroom challenges, and internship opportunities to the school’s students.

Tech Alpharetta helps to effectuate its strategy through its Strategic Board of Directors, by operating a thriving tech startup incubator and its Women’s Forum, and by hosting year-round, locally-based, educational and tech thought leadership events for technology executives.

Company website | LinkedIn | Facebook | Twitter

Karen Cashion, President and CEO, Tech Alpharetta

Karen Cashion is President & CEO of Tech Alpharetta, which was created by the City of Alpharetta in 2012 and is now a 501(c)6 nonprofit organization.

Karen is an attorney with twenty years of experience as a commercial litigator and corporate technology lawyer. Karen began her career at Simpson Thacher & Bartlett in New York City, and in addition to law firm practice, has served as Assistant General Counsel for EarthLink and Legal Counsel, Global Technology for Travelport, LP in Atlanta.

Karen received her J.D. with high honors from Duke University School of Law, where she served as Senior Editor of the Law & Contemporary Problems Journal. Karen received her Bachelor of Arts degree, summa cum laude, from Emory University, where she graduated Phi Beta Kappa.

Karen has served as a Commissioner on the City of Alpharetta’s Planning Commission, is a 2014 graduate of Leadership North Fulton, and is a graduate of the 2015 Georgia Academy for Economic Development. She has also served on the Board of Directors for the North Fulton Bar Association and the Advisory Board for the University of North Georgia’s Center for Entrepreneurship and Innovation. In addition, Karen is a member of the Advisory Board for Vinings Bank.

Karen and her family are longtime residents of the city of Alpharetta.

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, 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.

Scott Hilton, SouthState Bank and Georgia State House District 48

December 21, 2022 by John Ray

Business Beat

Scott Hilton, SouthState Bank and Georgia State House District 48

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Frazier & Deeter’s Business Beat: Scott Hilton, SouthState Bank and Georgia State House District 48

Scott Hilton, Commercial Banker at SouthState Bank and Representative from Georgia State House District 48, joined host Roger Lusby to talk about the critical issues in the state he has a passion for. They discussed the Georgia First Commission, the state’s high-demand Career Academies, interest rates and inflation, Scott’s work with small businesses at SouthState, his family life, and much more.

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

SouthState Bank

SouthState is one of the leading regional banks in the Southeast – serving more than one million customers via 275+ locations in Florida, Alabama, Georgia, the Carolinas, and Virginia. SouthState offers robust banking solutions, including consumer banking, mortgage, small business banking, commercial banking and wealth management. SouthState bankers care about its customers and each other – and it shows. SouthState is proud to have earned awards for banking solutions, service and workplace environment.

For the past three years, SouthState has been ranked on the Forbes 100 Best Banks in America and has earned top workplace honors several years running. This is banking at its best. This is banking forward.

Company website | LinkedIn | Facebook | Instagram

Scott Hilton, SouthState Bank and Georgia State House District 48

**Scott Hilton, Georgia State House District 48**

Scott Hilton serves as Senior Vice-President for Commercial Banking at SouthState Bank in Atlanta. Prior to this role, Scott led the Georgians First Commission under the Office of Governor Brian P. Kemp as Executive Director. The Georgians First Commission developed policy and operational changes to reduce burdensome red tape and streamline state government for the benefit of Georgia’s small business community. Scott was elected to the Georgia House of Representatives in 2016.

During his tenure as State Representative, Scott was appointed to a leadership role as deputy whip and was recognized as “Legislator of the Year” by numerous organizations, including the Georgia Charter School Association and Council of Municipal Court Judges. Scott has spent a career in commercial banking working directly with business owners and CFOs to provide the valuable capital needed to grow their businesses.

Scott graduated with honors from Georgetown University, with majors in finance and international business. Scott graduated from Emory University’s accelerated, one-year MBA program with a concentration in capital markets. Scott is active in his community, having served in a variety of roles including President of the Peachtree Corners Civic Association and President of the Fowler Family YMCA Board. Scott is a graduate of Leadership Georgia, the Conservative Policy Leadership Institute, and LEAD Atlanta.

Scott met his wife, Meredith, at Georgetown. Meredith is an estate-planning attorney with a focus on wills and special needs trusts. They live in Peachtree Corners with their three children and enjoy hiking, golf, traveling and pickleball.

Website | Facebook | Instagram | LinkedIn

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, 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.

Carter Barrett, Candidate for Georgia State House, District 24

October 19, 2022 by John Ray

Business Beat

Carter Barrett, Candidate for Georgia State House, District 24

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Frazier & Deeter’s Business Beat: Carter Barrett, Candidate for Georgia State House, District 24

Lifelong banker and community leader Carter Barrett joined host Roger Lusby on this edition of Business Beat to discuss his business background, why he’s running for political office, critical issues for his district and for the state, and much more.

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

Carter Barrett, Candidate for State House 24

Carter Barrett is a native Georgian, proud University of Georgia graduate, and proven business and community leader in Forsyth County.

In 2006, Carter started Community Business Bank. By focusing on business fundamentals and conservative economic principles, he kept the bank profitable through the Great Recession before selling it in 2015. He’s since become North Atlanta Market President for Affinity Bank and is a founding member of Dime Capital.

Today Carter focuses on investing in real estate and small businesses and does some consulting. He is also the Republican Nominee for Georgia House District 24, after challenging an incumbent and winning in a runoff on June 21st.

Website | Facebook | Instagram | LinkedIn

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, 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.