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Mike Hill – Trenton Services

August 4, 2025 by Rose

North Georgia Business Radio
North Georgia Business Radio
Mike Hill - Trenton Services
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From Ordinary to Extraordinary: Mike Hill’s Blueprint for Local Business Success

Running a business is exciting, challenging, and—when done right—deeply rewarding. In this episode of North Georgia Business Radio, host Phil Bonelli welcomes back Mike Hill of Trenton Services for a powerful sequel conversation about transforming small and medium-sized businesses into high-performing, profitable enterprises.

Mike Hill, an experienced business consultant and author of The Extraordinary Business, shares the strategies he uses to help entrepreneurs thrive. From tracking key performance indicators (KPIs) to preparing for the unexpected, his advice is rooted in both practicality and proven success.

The Power of Data and KPIs

Early in the conversation, Mike emphasizes that great decisions are built on great data. He encourages business owners to invest in proper infrastructure—like cloud-based tools—and to automate processes such as customer surveys and invoicing. Tracking performance data allows owners to measure quality, monitor profit margins, and identify areas of improvement.

One memorable example? A propane company he led implemented route optimization (even mimicking UPS’s “right-turn-only” efficiency strategy) and saved hundreds of thousands of dollars. As Mike puts it, KPIs are not just numbers—they are roadmaps to better decision-making and stronger margins.

Exit Planning and Crisis Management

Beyond daily operations, Mike stresses that every business will change hands—whether through sale, succession, or an unforeseen event. Many owners overlook exit planning, which often takes two to three years to fully prepare. From organizing financials to establishing governance and key-person insurance, exit planning protects both the business and the family behind it.

The episode wraps with a discussion on crisis management. Mike reminds listeners that downturns are inevitable, but planning for worst-case scenarios allows businesses to not just survive—but emerge stronger. Building cash reserves, creating flexible plans, and turning slow periods into productive “make lemonade out of lemons” moments are hallmarks of resilient businesses.

Your Next Step

Whether you are an entrepreneur looking to improve profitability, prepare for the future, or weather your next storm, Mike Hill’s insights are a masterclass in local business leadership. Explore his free resources and services at teamtrenton.com and consider how tracking your numbers today can create the extraordinary business you’ve always envisioned.

 

Connect with Mike and the Trenton Services Team:

https://www.facebook.com/TrentonServices

https://www.linkedin.com/company/teamtrenton

https://teamtrenton.com

 

Connect with Phil Bonelli:

https://www.facebook.com/Hopewell-Farms-GA-105614501707618/

https://www.instagram.com/hopewellfarmsga/

https://www.hopewellfarmsga.com/

 

Connect with Beau Henderson:

https://RichLifeAdvisors.com

https://www.facebook.com/RichLifeAdvisors

https://www.facebook.com/NorthGARadioX

 

This Segment Is Brought To You By Our Amazing Sponsors

Hopewell Farms GA

Roundtable Advisors

RichLife Advisors

Cadence Bank

 

Highlights of the Show:

  • 00:33 – 02:43 – Phil introduces Mike Hill of Trenton Services and kicks off a discussion about the importance of data in decision-making.

  • 02:43 – 06:27 – Mike explains why cloud-based systems and automated tools are essential for collecting useful business KPIs.

  • 06:27 – 11:45 – Case studies on margins, AR collections, and route optimization—showing how tracking KPIs saves time and money.

  • 12:14 – 14:44 – Phil and Mike discuss how fun and productivity intersect, and Mike introduces his “PERs” (per person, per dollar) KPI concept.

  • 16:01 – 18:21 – Why knowing your numbers drives profitability and the difference between an average business and an extraordinary one.

  • 20:05 – 25:56 – Exit planning essentials: why every business will change hands and how to prepare 2–3 years in advance.

  • 26:25 – 29:06 – Common pitfalls in financials and why only 30–40% of listed businesses actually sell.

  • 30:05 – 34:18 – Crisis management mindset: expect problems, plan for worst-case scenarios, and stay productive during downturns.

  • 37:06 – 39:21 – Building cash reserves and leveraging your balance sheet for survival and opportunity in tough times.

  • 39:21 – 40:16 – Phil wraps up with a call to action: connect with Mike Hill at Team Trenton for guidance and free resources.

Tagged With: Business Exit Planning, Crisis Management, data and KPIs, Mike Hill, Trenton Services

How to Make Confident Decisions Under Pressure, with Retired Major General Jack Briggs

July 1, 2025 by John Ray

How to Make Confident Decisions Under Pressure, with Retired Major General Jack Briggs, on North Fulton Business Radio with host John Ray
North Fulton Business Radio
How to Make Confident Decisions Under Pressure, with Retired Major General Jack Briggs
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How to Make Confident Decisions Under Pressure, with Retired Major General Jack Briggs, on North Fulton Business Radio with host John Ray

How to Make Confident Decisions Under Pressure, with Retired Major General Jack Briggs (North Fulton Business Radio, Episode 879)

Retired Major General Jack Briggs joins John Ray to share hard-earned insights on leading through crisis and making confident decisions under pressure. Drawing from more than three decades of military leadership, including 225 combat sorties and his role as Director of Operations at U.S. Northern Command, Jack explains why clarity, humility, and decisiveness are essential for leaders navigating high-stakes situations. He introduces a practical framework built around four key questions that can guide any leader through complexity and chaos.

Now serving in higher education and advising institutions across sectors, Jack brings these lessons into boardrooms, university leadership teams, and nonprofit strategy sessions. Whether you’re leading a business, a team, or a mission-driven organization, this episode will challenge how you think about crisis, redefine what it means to be decisive, and help you build a more grounded, confident leadership style when it matters most.

John Ray is the host of North Fulton Business Radio. The show is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®, and is recorded inside Renasant Bank in Alpharetta.

Key Takeaways from this Episode

  • Great crisis decision-makers share three core traits: they operate from clear principles, they ask others for help, and they know when and how to act decisively.
  • The quality of the decision matters more than the outcome. Good decisions can lead to bad outcomes—and vice versa—but relying on luck isn’t a strategy.
  • A crisis is a category error. You don’t solve a crisis. You solve the underlying problems that make it feel like a crisis.
  • Leaders should ask four key questions during any crisis: What do we know? What don’t we know? What are we doing about it? Who else needs to know?
  • Emotional regulation starts with the leader. If you overreact, your team will escalate. If you stay calm, they have room to respond effectively.
  • Decisiveness is a skill that can be trained, not just a personality trait. It flows from having clear values and drawing on diverse input.
  • Leaders should cultivate approachability, empathy, fierce advocacy for their team, and clarity in communication before the crisis hits.

Topics Discussed in this Episode

00:00 Introduction and Episode Overview
01:51 Interview with Major General Jack Briggs Begins
Retired Major General Jack Briggs03:04 Jack Briggs’ Military Background and Leadership Experience
06:55 Key Characteristics of Effective Crisis Decision Makers
10:34 The Importance of Humility and Team Input in Decision Making
14:14 Defining Crisis vs. Problem
17:25 Four Core Questions for Crisis Decision Making
25:34 Deliberative vs. Impulsive Decision Making
28:47 The Role of Emotions in Leadership
32:29 Handling Rapidly Evolving Situations
35:21 Developing Crisis Management Skills
40:19 Applying Crisis Management in Higher Education
45:34 Essential Leadership Qualities for Complex Times
47:49 Conclusion and Contact Information

Major General Jack Briggs (Retired)

Major General Jack Briggs (Retired)
Major General Jack Briggs (Retired)

Major General Jack Briggs is a retired United States Air Force officer with over 31 years of distinguished service, culminating in senior leadership roles including Director of Operations for U.S. Northern Command at Peterson Air Force Base, Colorado. In this role, he was the principal adviser on operational matters, overseeing strategic guidance for land, maritime, homeland defense air operations, and defense support to civil authorities within the North American area of responsibility.

He graduated as a distinguished graduate from the U.S. Air Force Academy in 1986 and has extensive experience as a fighter pilot, having flown 225 combat sorties in operations such as Desert Storm, Northern Watch, Southern Watch, Enduring Freedom, and Iraqi Freedom. His career also includes command at squadron and wing levels, NATO staff positions, and serving as executive officer to the Supreme Allied Commander Europe and Commander of U.S. European Command.

After retiring from the Air Force in 2017, Major General Briggs transitioned into leadership roles in higher education and non-profit sectors. He served as Vice President for Global Resiliency and Security at New York University, where he managed emergency management and security for multiple campuses worldwide. He later became President & CEO of Springs Rescue Mission in Colorado Springs, the largest homeless shelter and addiction recovery program in southern Colorado, driven by his faith and commitment to serving vulnerable populations, including homeless veterans.

Currently, Major General Briggs is the Assistant Vice Chancellor for Public Safety Operations at the University of Colorado Boulder, overseeing emergency management, flight operations, and security operations. He also holds a Doctorate in Education Leadership and Innovation, applying his military leadership experience to transform organizations and sharpen decision-making capabilities in crisis environments.

LinkedIn | For speaking, consulting and media opportunities, please connect with his agency, Voices to Connect

Renasant Bank supports North Fulton Business Radio

Renasant BankRenasant 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 $17 billion in assets and more than 180 banking, lending, wealth management, and financial services offices throughout the region. All of Renasant’s success stems from each banker’s commitment to investing in their communities as a way to better understand the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Website | LinkedIn | Facebook | Instagram | X (Twitter) | YouTube

Beyond Computer Solutions supports North Fulton Business Radio

If you’re a law firm, medical practice, or manufacturer, there’s one headline you don’t want to make: “Local Business Pays Thousands in Ransom After Cyberattack.” That’s where Beyond Computer Solutions comes in. They help organizations like yours stay out of the news and in business with managed IT and cybersecurity services designed for industries where compliance and reputation matter most.

Whether they serve as your complete IT department or simply support your internal team, they are well-versed in HIPAA, secure document access, written security policies, and other essential aspects that ensure your safety and well-being. Best of all, it starts with a complimentary security assessment.

Website | LinkedIn | Facebook | YouTube

About North Fulton Business Radio and host John Ray

With over 870 shows and having featured over 1,300 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show invites a diverse range of business, non-profit, and community leaders to share their significant contributions to their market, community, and profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates businesses by sharing positive stories that traditional media ignore. Some media lean left. Some media lean right. We lean business.

John Ray, host of  North Fulton Business Radio, and Owner, Ray Business Advisors
John Ray, host of  North Fulton Business Radio and Owner, Ray Business Advisors

John Ray is the host of North Fulton Business Radio. John and the team at North Fulton Business Radio, LLC, an affiliate of Business RadioX®, produce the show, and it is recorded inside Renasant Bank in Alpharetta.

The studio address is 275 South Main Street, Alpharetta, GA 30009.

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, and many others.

John Ray, The Generosity MindsetJohn Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants, bookkeepers, marketing professionals, and other professional services practitioners.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Tagged With: Beyond Computer Solutions, confidence, crisis decision making, crisis leadership, Crisis Management, higher education, humility, John Ray, Leadership, leadership in higher education, Major General Jack Briggs (Retired), North Fulton Business Radio, renasant bank

E89 Passion from Project Management with Ricardo Vargas

October 21, 2021 by Karen

E89-Passion-from-Project-Management-with-Ricardo-Vargas-feature
Phoenix Business Radio
E89 Passion from Project Management with Ricardo Vargas
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E89 Passion from Project Management with Ricardo Vargas

In this episode of Project Management Office Hours Ricardo Vargas joins PMO Joe for an exciting discussion on the topics of Transformation, Crisis Management, Project Economy, passion in work-life balance, and more!

We talk about work-life balance and how we can manage having a life outside of work. The moment we reverse it to say it is a life-work balance is the moment we gain control and passion for what we are doing. Balance will fall into place because we realize what to prioritize. Ricardo talks about this further with Joe and describes “When you think that there is a work life balance, you are in some way saying that when you work, you don’t live. So, you need to stop working to start living. And for me, in the end, there is only life. This is my passion component.” -Ricardo

“At the UN, the projects are driven by an extraordinarily keen sense of how you can improve people’s lives through rebuilding cities after disaster or war-torn countries. On the other side, the environment is how can you help your client to save money? But in the end, both have the same intention to increase the efficiency of things we want to do.” -Ricardo

Specializing in implementing innovative global initiatives, capital projects and product development, Ricardo has directed dozens of projects across industries and continents, managing more than $20 billion in global initiatives over the past 25 years. Ricardo shares his expertise with millions of professionals around the globe through his “5 Minutes Podcast,” which he’s hosted since 2007. He has written 15 books on numerous topics and his influence on the sector was affirmed when he became the first Latin American to be elected Chairman of the Project Management Institute.

Listen to Ricardo Vargas and PMO Joe discuss these topics further in E89 on Project Management Office Hours and do not forget to subscribe https://podcasts.apple.com/us/podcast/project-management-office-hours/id1398533604

Passionate about transforming ideas into action, Ricardo Vargas is a chief advocate in the project economy. Learn more and connect with Ricardo Vargas
https://ricardo-vargas.com/
https://www.linkedin.com/in/ricardovargas
https://twitter.com/rvvargas
https://www.instagram.com/rvvargas/

Thank you to THE PMO SQUAD and The PMO Leader for sponsoring this show.

Are you struggling to find the best PM resources to drive your projects and PMO forward? Contact The PMO Squad to learn how they can help you drive successful project outcomes.
Learn more about The PMO Squad – www.thepmosquad.com

Where do PMO Leaders go for Information, Learning, Networking and Services? The PMO Leader community has Everything You Need to Become a Great PMO Leader. One PMO World, One Community!

Learn more about The PMO Leader – www.thepmoleader.com

Ricardo-Vargas-Project-Management-Office-HoursPassionate about transforming ideas into action, Ricardo Vargas is a chief advocate in the project economy. Specializing in implementing innovative global initiatives, capital projects and product development, Ricardo has directed dozens of projects across industries and continents, managing more than $20 billion in global initiatives over the past 25 years.

Ricardo shares his expertise with millions of professionals around the globe through his “5 Minutes Podcast,” which he’s hosted since 2007.

He has written 15 books on project management, risk and crisis management, and transformation, which have been translated into six languages and sold more than half a million copies. His influence on the sector was affirmed when he became the first Latin American to be elected Chairman of the Project Management Institute.

More than two decades ago, he founded Macrosolutions, a global consulting firm with international operations in energy, infrastructure, IT, oil and finance.

His work as a venture capitalist and entrepreneur in artificial intelligence, blockchain, big data, chatbots and machine learning resulted in tools and products that have revolutionized how users bring agility and agile management into project management software.

Between 2016 and 2020, Ricardo directed the Brightline Initiative, a Project Management Institute think tank bringing together leading organizations into a coalition dedicated to helping executives bridge the expensive, unproductive gap between strategic design and delivery.

Prior to his work with Brightline, Ricardo was Director of the United Nations Office for Project Services (UNOPS) Infrastructure and Project Management Group, leading more than 1,000 projects and $1.2 billion in humanitarian and development projects.

Ricardo holds a Ph.D. in Civil Engineering from Federal Fluminense University in Brazil and an undergraduate degree in Chemical Engineering, as well as a master’s degree in Industrial Engineering from Federal University of Minas Gerais in Brazil.

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

ABOUT PROJECT MANAGEMENT OFFICE HOURS SERIES

Project Management Office Hours is intended to provide Project Management professionals a place to drop in and discuss Success Stories, Best Practices, and Lessons Learned.  Project Management Consultant Joy Gumz has shared with us, “Operations keep the lights on, strategy provides the light at the end of the tunnel, but project management is the train engine that moves the organization forward.”

Each of us has a unique story to tell, but collectively we share a message that organizations who embrace Project Management Best Practices perform better than those which don’t.  Organizations which align Projects to Strategy perform better.  Organizations with Engage Executive Sponsors deliver better results.  Organizations which measure Project Management performance outperform those which don’t.

During our Project Management Office Hours, we hear directly from Industry leaders how to make an impact in our profession. How we, collectively, will Advance Project Management Best Practices, One Listener at a time! 

ABOUT YOUR HOST

Joe Pusz started THE PMO SQUAD to bring real world PMO Leadership experience to the consulting space and to advocate for Project Management through his blog PMOJOE.com. The old saying is “Do what you love and you’ll never work a day in your life.” Following this mindset Joe left Corporate America in 2013 to start THE PMO SQUAD and work with fellow Natural Born Project Managers to advance Project Management Best Practices.

ABOUT OUR SPONSOR

THE PMO SQUAD focuses exclusively on PMO and Project Management consulting. Corporate America is full of Accidental Project Managers running projects who haven’t been trained to be PMs. To help solve this problem THE PMO SQUAD is on the Leading Edge with PMO As a Service. PMO As a Service allows our clients to focus on their respective core competencies while THE PMO SQUAD delivers Project Management expertise. Contact Joe at 678-591-7868. Follow The PMO Squad on LinkedIn, Twitter and Facebook.

Where do PMO Leaders go for Information, Learning, Networking and Services? The PMO Leader community has “Everything You Need to Become a Great PMO Leader”. One PMO World, One Community! Learn more about The PMO Leader – www.thepmoleader.com

Tagged With: Crisis Management, project management, Transformation

Workplace MVP: Andy Davis, Trident Manor Limited

May 20, 2021 by John Ray

Trident Manor Limited
Minneapolis St. Paul Studio
Workplace MVP: Andy Davis, Trident Manor Limited
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Trident Manor Limited

Workplace MVP: Andy Davis, Trident Manor Limited

Andy Davis, Founder of Trident Manor Limited, brings extensive global experience to his work in risk management and security consulting for organizations.  He joined host Jamie Gassmann to offer perspective on the scope of cyber threats, share tips for mitigating workplace violence, address the particular personal safety concerns for women traveling, and much more. Workplace MVP” is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

Andy Davis, CEO, Managing Director, Trident Manor Limited

Trident Manor Limited
Andy Davis, CEO, Trident Manor Limited

Andy Davis is an international security, risk, and crisis management expert based in the United Kingdom. Following time spent undertaking investigative and intelligence activities within British security organizations. Andy joined the UK foreign service as a security risk management specialist responsible for the protection of embassies, personnel, families, and information. This took him around the world and in charge of all security activities in countries such as Uganda, Colombia, Saudi Arabia, and Pakistan.

Following a commercial job offer he joined the corporate world as the Head of Security (Safety & Insurance) for a Middle Eastern organization with assets of over $40 billion. This involved strategic oversight of all security and safety activities, designing and implementation of protective policies and the development of collaborative emergency and crisis management plans requiring engagement with emergency services, the intelligence community, and government officials.

In 2013 Andy left the corporate world and established Trident Manor Limited as a specialist security, risk, and crisis management consultancy dedicated to supporting others from individuals through to global organizations in the protection of their assets. He has operated in over 30 countries delivering advice and guidance and has responded to crisis situations where deployments into crisis situations have taken place to protect client’s operations and assets.

In 2020 during the COVID crisis, he devoted time, effort, and energy to create Trident Manor Training Academy which provides specialist training programs that concentrate on the protection of individuals, the protection of staff, and the protection of organizational assets, including their reputation.

He holds a Master of Science degree in security and risk management, is board certified by ASIS International and CPP (Certified Protection Professional), he is a Chartered security professional, a Fellow of the Security institute and chairs a number of professional safety and security organizations.

Andy is passionate about supporting cultural and heritage organizations as well as those humanitarian organizations that operate in difficult or hostile environments. He lectures around the world and has written numerous articles for professional or trade magazines.

LinkedIn

Trident Manor Limited

Trident Manor Limited was established in 2013 to offer clients, irrespective of their size, professional security, risk, and crisis management services anywhere in the world.

As with the trident the company offers three distinctive service strands, the consultancy, the education and training, and protective services.

Consultancy

The consultancy services offered have included undertaking strategic and operational reviews for organizations to assess the threats, risks, and vulnerabilities they may be exposed to. Once identified solutions are provided to manage and mitigate the threats and the risks that exist. Where vulnerabilities are identified ways of mitigating them are introduced. These assessments have involved evaluations from a wide range of threat sources such as terrorism, organized crime, espionage, riots and open conflict, and the often-forgotten threat ‘the insider’.

Once threats have been identified Trident Manor has supported organizations in creating robust and resilient policies, practices and procedures that provide organizational direction, reduce risks and address duty of care responsibilities.
Within the consultancy services is a specialist team responsible for ‘Corporate Research’ activities. This is a term used to describe our business investigative and intelligence services that have been used by global clients to assess threats to staff in Venezuela, operational issues in Mexico, threats from organized crime in Hungary, and in January 2020 the threat from a pandemic that was spreading from Wuhan.
The consultancy services are bespoke for a client’s needs and driven by what is most beneficial for the client, not profit margins. The sensible and pragmatic approach, alongside their discretion is respected by many individuals and organizations alike.

Training

Trident Manor has provided training to organizations around the world. It has been responsible for the creation of many bespoke programs that are sector or organization specific. The primary focus has been on the protection of individuals through the creation of personal safety and security programs, workplace violence, travel risk management, and operating in difficult environment programs.

In addition, the professionalization of individuals engaged in the cultural, hospitality, and retail sectors has been delivered through the implementation of programs such as proactive risk reduction, conflict avoidance, situational awareness and surveillance detection. Specialist driving, first aid, surveillance/counter-surveillance, and intelligence have also been developed to support the individual and the organizations they work for.

Finally, training programs aimed at the senior management and organizational level have been created and include emergency response scenario-based exercise, tabletop crisis management activities, through to full-scale collaborative exercises designed to test integrated response.

Protective Services

The protective services offered by Trident Manor include concierge staff, executive protection officers, security drivers, embedded security managers, and high-value escort services. One of the more recent protective services offered by Trident Manor is the e=protection services. This is where analysts collect and collate data from electronic sources that relate to clients or client activities before it is processed into actionable intelligence that can proactively prevent threats from impacting a client. This service is ideal for C-Suite members, those in sensitive positions, or the organization itself.

Whatever services a client requires Trident Manor has the global resources to help with “Enabling the Protection of Assets” – their motto since 2013.

Company website | Facebook | Instagram

 About “Workplace MVP”

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, “Workplace MVP,” confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

“Workplace MVP” Host Jamie Gassmann

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

 

TRANSCRIPT

Intro: [00:00:04] Broadcasting from the Business RadioX Studios, it’s time for Workplace MVP. Workplace MVP is brought to you by R3 Continuum, a global leader in workplace behavioral health and security solutions. Now, here’s your host, Jamie Gassmann.

Jamie Gassmann: [00:00:26] Hi, everyone. Your host, Jamie Gassmann here. And welcome to this edition of Workplace MVP. The Workplace MVP we will be celebrating today brings expertise in an area that can be helpful, both personally and professionally. With us today to share his wisdom and knowledge regarding safety and security and crisis management is Owner and Managing Director at Trident Manor Limited, Andy Davis. Welcome to the show, Andy. And thank you for joining us today.

Andy Davis: [00:00:54] Thanks very much, Jamie. It’s a great pleasure.

Jamie Gassmann: [00:00:58] So, before we dive into today’s topic, can you tell me a little bit about yourself and your career journey?

Andy Davis: [00:01:05] Well, I suppose, as your listeners will identify, I’m from the UK. And I’ve been involved in security and risk management most of my adult career. That include the time in the British Military, where I was involved in intelligence activities and security management. In the police service in the UK, where I was a detective and led a team of investigators and, finally, undertaken intelligence activities. And then, ultimately, I joined the Foreign Service and I did roles equivalent to your RS or Regional Security officers, and that took me to Uganda, Colombia, working in Venezuela, Guyana, Panama, Saudi Arabia, throughout the Middle East and Pakistan.

Andy Davis: [00:02:01] Eventually, I entered the corporate world in the UAE, the United Arab Emirates, where I took a position as the corporate head of security. And then, in 2013, I established Trident Manor, which is my own security risk management consultancy.

Jamie Gassmann: [00:02:19] Great. Wow, what a journey you’ve had with your career. So, you recently held a free virtual event that was focused on personal safety and security for women. Can you tell us about that event and why it was important to you?

Andy Davis: [00:02:34] Well, throughout my career, personal safety and security has always been important, whether it’s my own personal safety and security or that’s looking after and caring for other third parties, whether it was diplomats, diplomatic wives, et cetera. And sometimes that was in difficult and hostile environments. This event that I held followed the kidnap and murder of a young female in London by a police officer who has been charged. And there was a lot of outcry, a lot of concern on social media, on mainstream media about the safety of women.

Andy Davis: [00:03:17] And so, what I volunteered to do as an individual, as opposed to Trident Manor, was to hold this event where some of the realities could be shared about, certainly in the UK, the levels of crime, but also victimization shown in identifying that lots of attacks on female was carried out by partners or people who they knew. And, actually, percentage wise, there was a small amount that was by strangers. But it’s primarily the strangers that caused the fear because they are the unknown.

Andy Davis: [00:03:54] Then, it went through a whole series of trying to give advice and guidance that would help everybody. And in this case, it was particularly aimed at females going about their daily lives, whether they’d be socializing, in the workplace, or actually travelling overseas. So, we give that presentation. It was well received. There was over 250, I think, on the call from around the world. And we’ve since actually uploaded that again, free of charge, so that anybody can see and share them.

Jamie Gassmann: [00:04:27] Great. That sounds like it was a well-attended event or a well-received event because I’m sure the information you shared was very helpful for that audience.

Andy Davis: [00:04:37] Yeah. I mean, it is important from the sense of the reality versus perception. But, also, the vulnerability of females. And the idea was, hopefully, to give them some confidence in actually ways of avoiding some of the dangers themselves. So, proactive prevention rather than reacting to an incident. Because then, if you can avoid an incident, there’s a great likelihood that you’re not going to be hurt.

Jamie Gassmann: [00:05:07] Right. So, now, looking at organizations, what are you seeing as main concerns for them and their security in this current work environment? You know, what are some of the things that you’re noticing in the work that you do?

Andy Davis: [00:05:24] Well, I think around the world, globally, cyber is the biggest threat. It’s impacting all organizations. I mean, there’s just been the attack on the pipeline that’s happened on the East Coast of the USA. Look at hundreds of millions of dollars worth of impact that must have had. But that happens to individuals. It happens to organizations. And it happens on a daily basis.

Andy Davis: [00:05:58] There were some statistics that came out and actually showed that, on average in the UK, every individual is attacked once every seven minutes. Which if you think about, that’s statistically looking at people. So, cyber is a constant and it’s there because it’s information that the companies need to operate and to function correctly. There are other threats. There has been an increase in protests, the protests of directly impacted retail, hospitality, museums, public services. But the primary threat that I see at the moment globally is from cyber.

Jamie Gassmann: [00:06:49] So, you shared with me in a previous conversation that protection is primarily about common sense. Can you elaborate on this and what that means to a workplace leader?

Andy Davis: [00:07:01] Well, I mean, you said to workplace leader, and really it’s to everybody. And one of the things that we really talk about as being a cornerstone of personal safety is situational awareness. And part of situational awareness is actually engaging with your brain, engaging with your senses. The common sense, when we look at security protection, if people just actually stopped and thought about what they’re doing, stopped and thought about what risks there are, and stopped and thought, “Why am I putting myself in danger? Why don’t I avoid it?”

Andy Davis: [00:07:41] It’s common sense from a security practitioner’s point of view. We look at things exactly the same. We look at things from a common sense approach. Good security, when we talk about good security, it’s not good cheap where you have the most expensive technical systems and the biggest barrier and the concrete walls. It’s where those of us need to continue with our lives, our business need to operate, and it’s adopting a common sense approach. Common sense approach is understand what risks exist for you and your business. And taking proportionate steps to actually manage those risks so you can continue to operate, to function, and create money or to make money. But at the same time, avoid unnecessary risks that exist.

Andy Davis: [00:08:29] Somebody asked me years ago, “Well, okay. What skillsets do you need for security?” And I said, “Ninety to 95 percent of it is common sense. Seven percent, you know, is that special skills.” And then, there’s always that element that’s still needed to avoid security situations. We can’t dictate what happens out there. But when you look at a new introduced security plans and measures, I still think that sounds and remain true to this day.

Jamie Gassmann: [00:09:14] Great. And I know you mentioned cyber attacks as being kind of a main concern right now and brought up some of the protests, which kind of lead a little bit more into this next question that I have for you. When looking at leaders, you know, when they’re asked about workplace violence, they often refer to, like, active shooter scenarios. Which, I know recently here in the States, we’ve had kind of a stream of them that have been occurring. But you indicated that there is a softer side of protection that workplace leaders need to be considering as well. So, in your opinion, what does that look like and why is it so important for business leaders to also stay aware and prepare for that softer side of violence in their organization?

Andy Davis: [00:10:06] Yeah. I mean, obviously, in the United States, the active shooter is a real concern and should always be a part of any active shooter program that the organization implements. But, equally, that’s the same wherever there is a prevalence of firearms or, as I said right at the start or what I said in your previous question, understanding the risks.

Andy Davis: [00:10:29] So, in your workplace, it’s important to understand the risks that exist. And this is part of the softer side. The softer side isn’t, don’t use a sledgehammer to smash a nut when you can have a nice delicate pair of nutcrackers there. Think about the cost as well, the nutcracker is far cheaper than the sledgehammer.

Andy Davis: [00:10:50] But when you look at a workplace, there are so many different parameters and so many different factors that can impact your work colleagues. Lots of violence occurs, violence, intimidation, harassment, whether it be sexual, whether it be through race. There are a lot of violence that many people don’t automatically identify as being workplace violence. But by fact, they are. Because violence is something that causes harm. Harm doesn’t have to be physical harm. It can also be that mental harm that somebody suffers. So, somebody being abusive, the constant name calling, these are softer sides, much softer than somebody pointing a gun.

Andy Davis: [00:11:37] But the impact of them could actually be equal. Because somebody through being bullied, somebody through intimidation, could suffer mental harm and anguish. Which, obviously, from a workplace perspective, could impact their effectiveness, their morale, the whole team’s morale. But, ultimately, it could cause somebody to commit suicide.

Andy Davis: [00:12:01] So, when we talk about softer skills, it’s things like what governors do you have in place to minimize harassment, to minimize bullying? What procedures do you have in place to have everybody take part in security? And by that, I mean, is everybody aware of how to open and close and make sure barriers exist if there’s a public/private interface? Softer sides include making sure that you have the necessary skills, training, and organizational resilience to deal with acts of violence that may come.

Andy Davis: [00:12:46] But we talk about workplace violence, here in the UK, lots of the drive that we do is towards that proactive prevention, that I mentioned earlier. So, it’s understandable situational awareness. Remember, your workplace isn’t necessarily a fixed location. Nowadays, with the smaller corporate world, your workplace could be here one day, in the U.S. one day, in the UK another day, across in Australia the next day. Technically, each of them becomes a workplace.

Andy Davis: [00:13:22] As an organization, what thoughts are being put in place to protect your staff while they’re travelling from location to location? Is the organization aware of what risks exist? Is there a terrorist threat? Is there a threat from protesters? What about environmental threats? Are you going into hurricane season, monsoon season, or is the risk of a tsunami? So, all of these sort of things, the naturally occurring incident threats don’t actually impact workplace violence because violence is arbitrarily enacted.

Andy Davis: [00:13:58] But if you think about it, it all revolves around the organization taking the time to assess and understand the risks. Making sure that they’ve got the good governance in place to manage the risk that they have. Provide training and resources that’s needed wherever their staff are working. I hope that answers.

Jamie Gassmann: [00:14:19] It does. And it kind of leads into my next question. So, in looking at protection, whether it’s for kind of that harder side of violence or softer side of violence, you indicated that one of the best weapons that an organization might have in helping to protect that in their workplace is communication. Can you talk a little bit around how communication can play a huge factor in being a protective agent within a workplace?

Andy Davis: [00:14:48] Yes. So, there’s a number of strands to this. So, if we take organizationally, communication, senior management really need to communicate. They need the organization to understand their approach to protection, to workplace violence, to threat, and risk management. That has to be communicated somehow. If it’s a 50 page document, nobody’s going to read it. If it’s either brief in a team talk in a town hall, that involves communicating. That might involve verbal communication or it might be through audio-visual communication, so creating of presentations. That’s important because it provides the direction and the parameters of acceptable behavior within an organization.

Andy Davis: [00:15:41] When we look at personal safety and security, communication is vital. And communication, again, isn’t just the spoken word, it’s the listening. And this doesn’t necessarily just apply in the workplace. This can apply in the streets, when you’re on holiday, when you’re socializing, or in the cinema. So, when we look at communication skills and the importance of them, our hearing, the vast majority of our communication should be through listening. I think my wife says I never listen – but I do lots of things and say lots of things.

Andy Davis: [00:16:17] But the listening aspect is important because it’s only through listening that you can either hear some complaints, you can hear if any problems occurred. You can hear from a personal point of view if somebody’s voice is increasing. Because if it’s increasing all of a sudden, you realize that isn’t normal. But you can only do that if you listen. And with listening, it’s also paying attention. So, listening is a vital communication skill because it helps you process the situation and it’s directly linked to situational awareness because you’re using your senses to assess and evaluate what the situation is presenting itself. So, the listening skill is important.

Andy Davis: [00:17:05] The verbal communication is important to an organization. You want that free flow of information. You want people to be able to share their concerns either in the direct workplace or if they’re traveling. Because it’s only through sharing that information that you’re going to increase the levels of knowledge and understanding by the organization. When you increase the levels of knowledge and understanding, you’re able to take steps to actually manage and mitigate those risks that exist.

Andy Davis: [00:17:37] But as an individual, verbal communication is really important because it’s a double edged sword. “How I see things” has a totally different meaning to “I’m ever so sorry. I didn’t understand what was being said there.” How you communicate can actually be a violence accelerator or it can be a calming, soothing activity.

Andy Davis: [00:18:09] The only new element of communication that I would like to say is nonverbal communications. They really, really are important because nonverbal communications help you read and interpret. It lets your brain function and identify potential triggers. So, if somebody is angry – and I always show a slide of the amazing Hulk turning green – wouldn’t it be wonderful if we knew somebody was going to be violent they turned green? We really could avoid them.

Andy Davis: [00:18:40] Life isn’t that simple, but there are still certain violence indicators that people can be aware of that they can see. So, the clenching of fists, the pinpointing of pupils, the stare, the heavy breathing, the stance. All of these things, little nonverbal communication skills. But if you can understand them, you can interpret that and say there is potential for harm. If you can identify a potential for harm, you can actually extract yourself and avoid the situation.

Jamie Gassmann: [00:19:12] Great. So, for business leaders and people in general, what are some things that maybe they’re not thinking about that, in your opinion, they should be, and should be thinking about probably even more so now, when it comes to personal security and safety that you would like to share?

Andy Davis: [00:19:34] Yeah. Well, I said it earlier, the cornerstone for me of personal safety and security is situational awareness. You know, if you can read and identify what’s happening around you. Is there an argument taking place? Can I smell burning? If you smell burning, what does that imply? Are you in a forest fire or is it a case of somebody has burned some food? But using your senses and actually being situationally aware is really, really a paramount importance in personal safety and security.

Andy Davis: [00:20:14] I mean, there are many other things where we talk about business leaders. The communication aspect, keeping that flowing and keeping it fluid, understanding, listening, making sure that their policies are such that people can reach out. Because what you want is, you want people to help support the protection of the business. The more they can protect the business, the greater the business is going to be.

Andy Davis: [00:20:39] So, why wouldn’t you go that extra mile to actually give the tools and help support them to help you protect your business? So, making sure that you have policies for – I don’t know what the term is in American – whistleblowing. You know, is there a whistleblowing policy? Is there a health and safety policy? Are there grievance procedures?

Andy Davis: [00:21:04] And these might seem, “Hold on. These are H.R. issues. What do they have to do with security?” Well, security is all about protecting assets. It’s about protecting people from loss, harm, or damage. It’s about protecting assets. And it’s also about protecting reputations. A business needs to protect its people, its assets, and its reputation to flourish. And so, therefore, everybody has a part to play in security. And, really, the organization got a great way to help.

Jamie Gassmann: [00:21:37] And I think your employees will thank you for it, too, in preparing them. Because I’m sure some of what you may teach in a corporate setting for protection of the organization and their employees can be things that are universal in helping them to protect themselves personally when they’re not maybe at work. So, there could be some underlying benefits for both professionally and personally for them.

Andy Davis: [00:22:00] Yeah. So, when it comes to personal safety and security, everything is transferable. All you’re doing is changing the setting that you’re in and the environment that you’re in. If, as an organization, you want to make sure that your staff were traveling to, let’s just say, East Africa, that they have the necessary skills and training. If they’re going to be driving in Saudi Arabia, where road traffic incidents and deaths, mortality rates are sky high, that you provide them with additional skills to drive safely and defensively.

Andy Davis: [00:22:38] So, there’s things that the organization can do that help them. But the transferable benefits pass on to their staff, who in turn pass it on to their children, their families. And I’ve seen it work. And it is a wonderful feeling when a young kid comes up to you and says, “You can’t do that because I’ve seen the little booklet that you wrote for my mommy and she says it’s marvelous.” Because what an organization should try to do is to build a security culture. It can’t be done overnight. It can’t be enforced. But it has to be driven by the actions of the top and the actions of the bottom and meeting together.

Jamie Gassmann: [00:23:25] Great. Great advice. I love that, security culture. So, with that, we’re just going to take a quick break and hear a word from our sponsors. So, Workplace MVP is sponsored by R3 Continuum. Ensuring the psychological and physical safety of your organization and your people is not only normal, but a necessity in today’s ever changing and often unpredictable world. R3 Continuum can help you do that and more with their continuum of behavioral health, crisis, and security solutions that are tailored to meet the unique challenges of your organization. Learn more at www.r3c.com.

Jamie Gassmann: [00:24:06] So, diving into some questions that kind of go in the direction of where you were, you’ve touched on it a little bit, but the domestic versus international security and crisis management. So, is there a difference between what organizations should be doing when looking at their domestic versus international crisis management or security plans?

Andy Davis: [00:24:29] Yes. I’m sure there’s going to be many people from organizations who say, “No. No. They’re all the same.” Unfortunately, they’re not the same. And the reason that they’re not the same, you can actually take it a step further. If you look at it domestically, if you have a single site, then it’s appropriate. Your corporation is based on a single site and you’re operating from there. Brilliant. Your crisis emergency response plans are built around that. And that’s because the scenarios that you can face, the social impacts that can happen, the environmental impacts. Are you in an earthquake zone? Are you in a tornado alley? You know, all of these things can impact your crisis management approach in that location.

Andy Davis: [00:25:17] If you have multiple sites across the USA, then there’s nothing to stop having an overarching corporate that provides the direction and strategy that the organization expects all of its different offices to take. But each office should actually have their own crisis management plan, because they will need to deal with the crisis. Unfortunately, I’ve seen it where people have thought, “Oh, let me telephone the USA and I’ll get advice about this crisis that’s happening.” By the time somebody is woken up because of the time difference, people have managed to break through the walls, have come into the building, they’ve started ransacking. You know, they have to be localized. They have to be specific to what the organization is going to face.

Andy Davis: [00:26:09] I’ve worked with organizations where they might have had ten offices around the world, two or three individual countries. And we then build the crisis management plan specific for that location. There might be an overarching country one. Ultimately, the threats and risks and vulnerabilities that you face, in many cases, it will be the trigger for the crisis.

Andy Davis: [00:26:35] So, one example was, there was a crisis in Armenia a few years ago where the government was overthrown by the people. Clients and American businesses would have operations there and they wanted to make sure that things were safe. Well, what might be okay in the USA isn’t okay in them sort of scenarios, because the social dynamics are different, the violence indicators might be different. So, you’ve got to take it from that particular perspective. So, it’s a lot more work for organizations. But when you get it right, the benefit is financial for the organization.

Andy Davis: [00:27:25] Because, again, I talk about proactive prevention. You’re trying to prevent an incident in the first place, but then you want an effective response and a timely recovery. Planning and having that individual locations is far more easy to achieve than having it from London or New York or wherever, and trying to dictate direct from that location.

Jamie Gassmann: [00:27:56] So, what should be considered when you have employees who are traveling? So, when you have those permanent locations, maybe you’ve got employees that are traveling from the U.S. to maybe another country or maybe even just traveling within the United States as well. But, you know, if they’re traveling internationally or maybe they’re relocating, what are some of the things that often get missed that employers should make themselves aware of when they’re considering those relocation or traveling scenarios?

Andy Davis: [00:28:30] Yeah. Well, one of the first things that I always ask clients or businesses, “Can I have a look at your travel risk management policy?” And, normally, I get a blank face, or a pause, or, “We have this document which has nothing to do with travel risk management,” or it might be a travel authorization that you go through a travel agent and they’ll do things for you. But, really, an organization should have a travel risk management policy.

Andy Davis: [00:29:05] If they have wide and diverse locations around the world, some of which might be in Africa, Central Asia, or wherever, what I always advice is, “Look. It’s quite simple.” The U.S. State Department, British Foreign Office, and many of the governments actually categorize each country. It’s quite simple to have a spreadsheet and you have a country category down the side of each. If it’s green, then that might be Category 1 to 3, then it’s standard procedure. Here’s the procedures. If it’s a difficult environment, then these are the actions. If it’s a dangerous, hostile environment, then these are the actions.

Andy Davis: [00:29:48] So, having that governance, it prevents subjectivity. And what happens is, those who are frequent travelers – and I apologize if any of your listeners fall on this category – who’ve been there, seen it, done it. There are no risks. I know it all. And, unfortunately, they’re the sort of people who me and my team get called in to rescue, recover, or to help identify what’s gone wrong post-incident. If you’ve got that governance, the parameters are clearly defined and the organization has an expectation.

Andy Davis: [00:30:26] The flip side of that is that, the individual understands that the organization is meeting its duty of care. It’s taking care of me. If, for example, you go into an orange country, an amber country, and there are significant road traffic incidents, then you provide training or you provide a trained driver in that country, you’re managing that risk. Which means that you’re minimizing disruption, you’re maximizing operational effectiveness, and you’re keeping your staff safe and secure. And you do that through all aspects of travel and risk. And, actually, it’s very, very beneficial.

Andy Davis: [00:31:07] So, when people are looking overseas, look at the individuals, look at your operations. Individuals have a responsibility as well. You know, it’s no good going to a country where there’s malaria or yellow fever, and say, “It’s not my fault. Nobody injected me.” Well, sorry. There’s the travel advice. And, again, as part of the travel advice, it might be that you give a package. It might be that the risks are so great that you provide them with hostile environment training or difficult environment training so that they know and understand the sort of threats and risk vulnerabilities that happen, carjackings that may occur.

Andy Davis: [00:31:45] But, also, the softer side, which is food poisoning, which are malarial diseases and how they can impact you, which are a lack of medical facilities. And by the way, we’re now going to give you first aid training. So, that sort of thing, it’s really, really beneficial for organizations to consider when they take things forward.

Jamie Gassmann: [00:32:13] Great. So, you shared the comparison of proactively preventing versus reactively responding. Can you elaborate a little bit more on the difference and what our listeners should be considering when they’re looking at that crisis management or business continuity programs and plans? And what should they be keeping in mind, you know, from your perspective so that they’re more on the proactive end of it versus the reactive?

Andy Davis: [00:32:42] Yeah. So, proactive preventing, what you’re trying to do is identify – again, the words that you’re going to hear me continually use are threats, risk, et cetera, because security is there to manage and minimize the impact from the threats, risks, and vulnerabilities that exist. Proactive prevention is either individuals or organizations identifying the potential for harm, or the potential for loss, or potential for any other adverse aspect. If you can proactively identify it, then you can take steps to manage and mitigate it before you have to then deal with it.

Andy Davis: [00:33:32] Reactive response or responding means that the incident has happened. You haven’t seen it. You weren’t aware of it. You didn’t identify it. And, now, you’re having to respond to it. But, actually, your response might be survival. Because you might be in a hospital bed in a third world country, whether poor medical facilities, and you’ve got to wait ten days for an emergency flight to come in and get you because there isn’t another way, there isn’t the transport, for whatever reason.

Andy Davis: [00:34:05] But, actually, from the organizational point of view, if you have to react to an incident, one, there’s massive disruption. Two, its resource intensive. And, three, there is a massive cost implication. So, the more you can prevent to minimize and mitigate the risks before they actually happen, the greater it is for an organization. But, equally, the greater it is for me as an individual, because I can go about my life and I can enjoy the safaris or I can enjoy ancient temples because I’m proactively helping myself and the organization stay safe.

Jamie Gassmann: [00:34:48] And looking at all of the advice you shared over the show so far, does it matter by the size of the organization when they’re considering to implement a crisis management program or plan or how much of it that they implement? I know sometimes I hear – you kind of mentioned it – like, “We have this sheet of paper. This is what we go off of.” Does it matter the size of the organization or should all organizations, if they’ve got employees, be looking at that?

Andy Davis: [00:35:16] It should be risk-based. So, I always say to every organization, the primary documentation you have before you look at crisis management and everything like that, is risk management strategy and your risk assessment. Everything should be risk-based. Because if you, by default, implement and design a certain process, so if it’s an organization, you said, every single sub-office will create an emergency crisis management response plan. Somebody has to write that. Time is money. It impacts operations. And the effectiveness of what’s been written may not be relevant because it could be sheets of paper that gathered dust. And when it happens, nobody knows where them sheets of paper are.

Andy Davis: [00:36:06] So, it has to be pragmatic. It has to be based on the pragmatic risks or looking at the realistic risks that can impact an organization. There’s two aspects, the risk and the size of the organization. Because the size can impact the severity of a crisis and the disruption that it’s caused.

Andy Davis: [00:36:33] For example, in our office at the moment, there’s five people. Is there a need for us to have a crisis management plan or do we go by our risk management strategy? Actually, we got our risk management strategy and we’ve got emergency response plans. But the response plans are if there’s fire, it it’s this or this.

Andy Davis: [00:36:56] However, our staff travel overseas. And when they travel overseas, sometimes it’s in difficult or hostile environments. So, therefore, we almost write a separate plan and strategy for that activity while they’re in that location. When they come back, that’s great. We can forget about that and return back to normal. But what it is, it’s that continued preparedness that’s relevant, proportionate, cost effective. But then, ultimately, if it was needed, it can be implemented.

Jamie Gassmann: [00:37:32] So, one last question for you that’s a little bit personal in terms of your career, but is there something across your career journey that you are most proud of that you want to share with our listeners?

Andy Davis: [00:37:47] There’s actually many things and, obviously, I’ll keep it from the professional side. I think the most rewarding thing that I’ve ever done was during 2010 or 2011, the monsoon floods in Pakistan devastated, I think, at one point over a third of the land was underwater. Some of the regions whole towns have been swept away and were left with rubble. And some of these regions were in the border areas of Pakistan with Afghanistan. So, there was lots of difficulties in getting support and aid to them.

Andy Davis: [00:38:34] And, you know, one of the proudest moments of my career was being able to manage the operations that got the team and got the UK government’s aid into these areas. And we were able to distribute tents, water, people actually had somewhere to sleep. And, actually, a year later, was still living in the same tents. But given something that actually meant something to humanity, that was really important. And I’ve still got photos of little kids just with glee swimming in a puddle because they just received the first drink of fresh water or they just received a sweet candy bar that, “What’s that? I’ve never seen it before.”

Andy Davis: [00:39:27] So, by being able to do that very close to the border where there was the threat from the Taliban, where it was real operational security management, looking at dynamic risk management because it was still raining. We had to divert on some roads, and then getting to a point where we could stop the cars on the motorway. I always remember the head of the mission and I, we pulled over. We would wave goodbye to our police escort. We looked at each other and we just hugged each other. And that was just so rewarding because we knew that at that time we’ve done something that made a difference to hundreds of people.

Jamie Gassmann: [00:40:09] So powerful. I’m sure that’ll be a memory you’ll carry with you forever, just that reward of being able to help those people. Amazing. So, if somebody listening wanted to connect with you, Andy, how would they go about doing that?

Andy Davis: [00:40:22] So, I’ve been told that I’m a social media dinosaur. That’s why the members of my team actually do all my social media. Apart from, apart from, I’m very big on LinkedIn. I think when it first started, I went, “Oh, I love to go on this.” And I’ve stayed with LinkedIn. And I like it because, you know, you can communicate with some great discussions on there. My email address, I think, has been provided, as my work address, and telephone number. If ever anybody has any questions, any concerns, if ever anybody is worried about staff safety, what people around the world have found out, just give me a call.

Jamie Gassmann: [00:41:09] Wonderful. Well, it’s been so great to listen to your advice and your knowledge. And thank you so much for letting us celebrate you and have you on the show to share all that great information with our listeners. We appreciate you. And I’m sure that your organization and your employees do as well.

Andy Davis: [00:41:30] We also want to thank our show sponsor, R3 Continuum, for supporting the Workplace MVP podcast. And to our listeners, thank you for tuning in. If you’ve not already done so, make sure to subscribe so that you get our most recent episodes and other resources. You can also follow our show on LinkedIn, Facebook, and Twitter at Workplace MVP. If you are a Workplace MVP or know someone who is, we want to know. Email us at info@workplace-mvp.com. Thank you all for joining us and have a great rest of your day.

 

Tagged With: Andy Davis, Crisis Management, Jamie Gassmann, R3 Continuum, Risk Management, security, security consulting, Trident Manor Limited, workplace violence

How Doxing Can Have a Ripple Effect on Organizations, with Hart Brown, R3 Continuum

January 19, 2021 by John Ray

doxing
North Fulton Business Radio
How Doxing Can Have a Ripple Effect on Organizations, with Hart Brown, R3 Continuum
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doxing

How Doxing Can Have a Ripple Effect on Organizations, with Hart Brown, R3 Continuum (North Fulton Business Radio, Episode 323)

Doxing is the malicious activity of researching and releasing personal information in an attempt to harass or intimidate individuals and organizations with whom a hacker disagrees with or dislikes. Hart Brown of R3 Continuum joins host John Ray to discuss how organizations can monitor this activity and address negative PR, the wider effect on employees, why even the smallest businesses are not immune from doxing, and much more.  “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

R3 Continuum

R3 Continuum (R3c) is a global leader in behavioral health and security solutions for workplace well-being. Annually, R3c responds to more than 18,000 catastrophic events in the workplace, with an average of 1,500 per month. Some notable events that R3 Continuum has provided immediate and ongoing support in the wake of are: 9-11, the Las Vegas shooting; Hurricanes Katrina, Andrew, Harvey, Maria, Irma, Sandy and Florence; the Japan Tohoku earthquake and tsunami; the Boston Marathon bombing; the California wildfires and many other disruptions in the workplace (e.g., mass layoffs, rioting, death of an employee, catastrophic injury, etc.).

R3c has the ability to provide support at all levels of an organization, simultaneously and at scale to promote workplace well-being and performance in the face of an ever-changing and often unpredictable world.

Learn more at www.R3c.com.

Hart Brown, Senior Vice President

Hart Brown serves as Senior Vice President for R3 Continuum, a psychologically based crisis management firm that responds to 18,000 event each year. He brings over 20 years of experience in both the public and the private sectors. Hart has provided crisis and risk management services across 50 countries, to hundreds of events including the World Cup, one of the largest bankruptcies in US history and one of the largest mass shootings in US history.

Mr. Brown regularly responds to organizations involved in crisis events, security events, threats of violence and cyber incidents. Because of that, Hart works closely with insurance programs in commercial, personal, benefits and specialties markets supporting risk modeling and financial assessments as well as emerging risks, reputation protection, crisis management, active shooter and assault protection, and business interruption. He has an M.S. from Texas A&M University and holds certifications in organizational resilience, business continuity, loss prevention, as a commercial lines coverage specialist and as an ethical hacker.

Questions and Topics in this Interview:

  • What is doxing?
  • What should organizational leaders watch for to identify if doxing is taking place?
  • What do you do with negative PR that may occur as a result?
  • What risks does that present to the organization?
  • What kinds of things are necessary to return to productivity?
  • Why is this a concern now and hasn’t been before with political unrest incidents?
TRANSCRIPT

Intro: [00:00:05] Live from the Business RadioX studio inside Renasant Bank, the bank that specializes in understanding you, it’s time for North Fulton Business Radio.

John Ray: [00:00:19] And hello again, everyone. Welcome to another edition of North Fulton Business Radio. I’m John Ray. And we are not back in our normal haunt inside Renasant Bank in Alpharetta in North Fulton, but we look forward to that day soon. But the folks at Renasant are busy right now, and they’re working on a second-round PPP. And if they do what they did on the first round, they’re going to end up helping a lot of business owners, and a lot of them that weren’t even their clients.

John Ray: [00:00:50] So, that’s the philosophy they have at Renasant Bank. If you’ve got problems with your big bank that you’re tired of voices that are generated by computers, and phone trees, and all that kind of stuff, and it’s hard to get a live person to speak to, go to RenasantBank.com and find their local office, and give them a call, and you’ll talk to a real person, and they’ll set an appointment, and deal with you like face to face and the way these things work. So, I’ve worked with them for some time and delighted with the experience, and I think you will be too. Renasant Bank, understanding you. Member FDIC.

John Ray: [00:01:38] And now, I want to welcome Hart Brown. And Hart is a Senior Vice President with R3 Continuum. Hart, welcome.

Hart Brown: [00:01:46] Thank you very much. Thank you for having me.

John Ray: [00:01:48] Great to have you, Hart. Tell us a little bit about you and R3 Continuum. How you serving folks out there.

Hart Brown: [00:01:55] Sure, sure. So, as you mentioned, I’m Senior Vice President with R3 Continuum. I’m responsible for their crisis management services, but R3 more broadly service as a critical service for organizations as it relates to behavioral health, psychological services, as well as crisis response services. So, one of the key things I think is helpful for people to know and get a sense of, we’re responding to roughly 18,000 crisis events each year. So, roughly in that range of 75, up to 120 potentially every day. And those run the spectrum of anything from natural disasters to the types of things that we’re seeing right now related to unrest, and through cases of mergers and acquisitions that may be problematic for integration purposes and, ultimately, workplace violence as well.

John Ray: [00:02:55] Now, the topic at hand is fairly specific around doxing and the effect doxing can have on organizations. So, first of all, let’s set this up and explain what doxing is.

Hart Brown: [00:03:11] Sure. So, it’s a unique term that I think represents what many of us are seeing right now play out in real time. So, it’s just how we categorize what we’re seeing. So, one of the things that’s continuing to play out, and doxing has been around for some time, traditionally, it’s been housed within the hacking type of community. Now, it’s being used more broadly. And the way it’s being used now is if someone is identified in a protest or somebody is identified making a statement, somebody has done something to gain the attention of the individuals that may not agree with them, what they’ll do is they’ll go on a digital campaign for civil disturbance.

Hart Brown: [00:03:56] And that digital campaign is intended to get all of their personal information, their families’ information, anything that they can gather from those individuals. And it may start from just a picture, and then researching that picture on social media. And then, from picture, getting a name; and name, getting residence; and a residence, getting a vehicle. And then, they start to publish that information both within communities of interest that they have, as well as more broadly across the internet, trying to put a negative spotlight on that individual and, potentially, even the organizations they work with.

John Ray: [00:04:35] And presumably, that individual’s family, and loved ones, and all those close to them, and that kind of puts pressure on the individual themselves.

Hart Brown: [00:04:44] Absolutely. So, even though there is not necessarily a direct threat against that individual, or family members or others, there’s an implication. There’s something that’s implied that says, “If I’m releasing this information out on you, I have an expectation that other people may take that information and do something against you.” Maybe in the cyber domain, they may start a hacking campaign or something against you and your family, the organization you work for, or others or it may actually be physical, where someone makes an effort to approach you at your home or your family.

John Ray: [00:05:22] What you’re describing is something that strikes me. The word that comes to mind is a loose confederation of bad actors, one of which gets the ball rolling. And without any necessarily coordinated communication, they kind of feed on each other with this effort. Did I describe that correctly?

Hart Brown: [00:05:53] Yes. And what the term we assign to that is something called “cause stalking.” And many of us may remember, certainly, watching political figures or other high-profile individuals, they may gain negative attention by people that want to follow them, be close to them, be around them, stalk them, whatever it may be. And that includes issues related to relationships that may not have ever developed or where they may have developed and then ended. You have these stalking types of situations. Then, there’s a subset of stalking that’s related more to group stalking. And so, they’ll start to recruit their friends to start stalking a single individual.

Hart Brown: [00:06:39] And then, we have this issue of cause stalking. So, somebody does something that’s against, potentially, a cause that I believe in, and I’m going to recruit more and more people – it could be all around the country, it could be all around the world – to start doing things and following whatever they can to harass or cause problems for that person. So, the cause stalking is really where we see this increase right now.

John Ray: [00:07:07] Now, there are some obvious answers, I guess, to this question, but maybe some less obvious ones as well, which is why I ask it. How do leaders of organizations know that this is taking place? What do they need to watch for?

Hart Brown: [00:07:26] Yeah. So, this is where you start to play off both the physical space and the cyberspace at the same time. Somewhat difficult for many organizations. But one is just understanding and getting a sense for the sentiment of the individuals that you work around every day. Is there unrest? Are there things going on? Is the culture not at a point where you would want it to be, where people may be acting out in certain ways? You just want to be aware of that potential. Then, starting to look at what’s going on in the overall environment. Is there targeting coming out? And most of this does have a tendency to come out in the news. Is there targeting of companies like yours? All right. So, that would give you an indication that, potentially, that spotlight may start to turn around and hit you. So, that would be another one.

Hart Brown: [00:08:20] Then, you start to look for things related to social media. So, is your name, is somebody else’s name, is the organization’s name being put out in social media in a negative way? And there are many different tools – some quite easy, some very elaborate – to be able to do that social media monitoring and give you alerts that say, “Hey, something is going on in this space. You may want to look or read the actual post.” Things like consumer sentiment as well. What’s going on in the consumer space? Is there, potentially, any sort of backlash or something that may be going on there?

Hart Brown: [00:08:53] And then, issues related to hacking. So, are there increased number of hacking attempts on your site that you may get an alert on? Is there increased efforts to get your personal information, which, now, we all know the term phishing, but there’s also spearfishing, which is highly specific dedicated to certain individual to try and get them to click and hack; or wailing, which really is targeting more the leaders of an organization, the top of the organization, and focusing specifically on them. So, you’ll see all of these start to happen at the same time, potentially, if somebody in your organization is being singled out or doxed.

John Ray: [00:09:37] We are chatting with Hart Brown. And Hart is the Senior Vice President with R3 Continuum. Hart, I’m curious why now, why this has not been a feature. We’ve had political unrests before, maybe not quite like what we’re having now, but we’ve had it before. We’ve had protests before. Why now? Why is this so prevalent now versus before?

Hart Brown: [00:10:12] So, it’s a great question. And there’s a number of trends that are coming together all at the same time to generate the situation we’re in. One is from a traditional protest type of environment, a typical rally type of environment that you might see that goes on virtually every day at different parts of the country, different parts of the world. You’ll see throughout the day, it has been very common that in the afternoon time frame, people will start to gather and build up. They’ll do their marches, rallies, whatever it is, and the vast majority of them being peaceful in nature. As you go later on into the night, things have a tendency to potentially change. And so, the risks related to hostility and others begin to increase.

Hart Brown: [00:10:59] What we found over the last six months, and this is a relatively recent trend, and the trend comes more from Europe than it does from the US, is that these protests have a tendency to go on for months and months and months in that same fashion and have not really resulted in any major change. And then, we had a protest in Kyrgyzstan, and that protest built up very, very quickly during the day, and they immediately made an effort and were successful in making entry into government buildings. That day or the day after, the president, at that point in time, resigned. And so, in the protest community, what they saw was this idea of speed has a tendency to make a change, where the traditional approach didn’t. So, that was one indicator.

Hart Brown: [00:11:50] The next indicator is you see security apparatus start to build up, which is natural in this process. And so, now, you start to see more and more of a balance between those that may want to do something and the security apparatus, at least, as we see it today, is starting to balance out. That means that group of individuals that might want to do something are going to have a harder time. And the natural progression there is you’ll see more bomb threats, you’ll see more incendiary threats, you’ll see those kinds of things. Because I can’t get in, because I can’t get close, I’m going to try other ways to harass or be a problem.

Hart Brown: [00:12:32] The next one is we’ve seen an increase in personalization throughout this time frame. So, it’s not just an ideology that we’re talking about. We’re really starting to see more and more that there’s a focus on certain politicians, on certain CEOs, on the actions they take, on the votes that they put forward. All of that now is highly individualized, which is different from what we’ve seen before. And so, you put all of that together, those individuals that want to harass or do something, the inability to do so from a physical sense, from a security perspective, the highly engaged, personalized approach, and now, this idea of doxing, “Let’s just go after those individuals, their homes, their families,” is becoming more of an increased trend than we’ve seen before.

John Ray: [00:13:24] What you’re describing in some of the various examples you mentioned is something that goes beyond particular movements, or points of view, or strands of protest, however you want to term that. I mean, you’re describing something that comes from the left, comes from the right. It comes from a lot of different places, right. So, to identify this activity with one particular individual, party, movement sounds like a mistake.

Hart Brown: [00:14:02] Correct. And the reality is information is everywhere. And it’s very difficult once your information is out there to do much to try and bring it back. So, as these types … And all of the movements learn from each other. And so, those that are more inclined to become hostile or use harassment as a means to an end are more likely to use this kind of tactics. So, I think this is sort of going into not only the first half of this year but, really, at least, through 2021, we’ll see this continuing to occur.

John Ray: [00:14:41] So, negative PR is obviously the goal. So, what should company executives, board of directors, business owners, what should they do when that negative PR occurs?

Hart Brown: [00:14:59] So, great question. And a lot of organizations, unfortunately, going through this in real time right now and having to make decisions – what they do with certain employees that have been doxed, and do they make a statement, or do they not make a statement? The first thing to understand in this process is … and I sort of go back historically to the world of crisis PR. Historically, there was this move to say we have to get ahead of the message. We have to say something. We have to engage. And what you find in today’s social media and media environment, it’s incredibly difficult. You’re just not going to be able to get ahead. You’re certainly not going to be able to create the message going forward in the first few minutes or few hours. It is going to go the way it wants to go.

Hart Brown: [00:15:46] So, the first thing to realize is you don’t have to jump out and say something right up front. It is important to do a risk assessment. So, what is being said? How many people are saying it? Why they’re saying it? All of that becomes very important. That helps to gauge when and how to potentially make a statement. Organization may never make a statement if the risk assessment says, you know what, the risk is very low from this event overall, any push, anything we do to put a spotlight on this case is likely to bring more negative attention on us, not necessarily positive. So, that’s the first big step.

Hart Brown: [00:16:29] Then, understand how the case occurred. So, a quick after action, a quick investigation as much as you can. Is this a single individual and has his or her information was easy to get by somebody outside the company, and they’ve put it forward, or is this something that is incredibly difficult to get this person’s information and publish it? Important to know potentially who. And in our world, we refer to it as an adversary. Who is this adversary? Is this somebody that just did it on a Saturday to do it, or is this something that’s really likely to potentially become an extended or elongated process? Are they going to do more? It would be an important part of that that risk assessment.

Hart Brown: [00:17:13] And then, creating a bit of a response plan with triggers or we call them triggers, if-then statements. If we see this, then we’re going to put out this kind of a statement. If we see this, we’re going to put out this kind of a statement. And create three or four potential scenarios, so you know what to do in these cases. And then, ultimately, you have to monitor how those statements are going. If you’re going to make a statement, important to get that feedback to make sure it achieves what you wanted to achieve.

John Ray: [00:17:43] Hart Brown is with us, folks. And he is a Senior Vice President with R3 Continuum. Hart, clearly, the concern for companies and other organizations is that the effect within the organization, these attacks may be aimed toward one individual, maybe a CEO, but there’s got to be ripple effects within the organization to employees and other constituencies of that organization.

Hart Brown: [00:18:18] Absolutely. So, we generally break these up external and internal type of situations. External, if you’re a publicly traded company, we’re looking for if there’s negative publicity, is there a stock drop? Is there an activist investor potential issue that’s going to be raised by this? Other types of things, what’s happening to reputation? Is there a potential hit there? Is there a potential issue related to maybe a product boycott, depending on what type of organization you’re looking at? Defacement, whether it’s defacement of a website or something along those lines, or advertising that may be out in communities. We’re seeing that more and more. And ultimately, threats. So, as you said, what we see is while one individual may be singled out, the rest of the employee population, potentially, has a tendency to feel that and recognize the potential that they’re all now, on a broad basis, under some kind of threat.

Hart Brown: [00:19:18] So, internally, some of the things we see, obviously, fear, anxiety, those are natural reactions when these kinds of things occur and your employer’s name is now involved. And that’s the leaders, that’s employees, and that’s their families, right. You can envision the conversations at home. I don’t necessarily want you to go to work today because your employer’s name is all over the news. We see issues, potentially, with hostility within the organization itself. So, some employees may believe differently from other employees, and that may generate some hostility or customers against the employees if you’re in retail, or restaurant business, or something along those lines.

Hart Brown: [00:19:57] So, polarization is an issue. Now, individuals are recognized as to where they are on the potential list of issues. And you see that play out back and forth. Walkouts. If you have leadership that are involved for one reason or another, and the employees don’t necessarily believe in leadership any more, walkout, sickouts and others. So, a number of things playing out internally and a number of things, potentially, playing out external.

John Ray: [00:20:25] I’m interested in … because I know R3 does a lot of work not just in crisis, I guess, after the event, if you will, has occurred, but in trying to help your clients with the prevention side of things. And so, one of the issues around prevention here with this issue is you’ve got so many companies that want to be further engaged in various causes, right? I mean, that’s become a trend here in recent years. And what kind of counsel do you give your clients when it comes to how they weigh the risk of doxing, the effects that might come from the cause-related marketing and other activities that they want to engage in?

Hart Brown: [00:21:26] Yeah. So, it’s a great question. Obviously, looking through and thinking through both from a risk perspective, as well as a financial perspective, right. So, the risks may be incredibly high to focus only on one part or one part of your customer base, but the financial return on that might be high depending on the situation. So, there’s always that balancing act of, is there a financial return for doing that or not?

Hart Brown: [00:21:56] And then, the second is from a leadership perspective, how closely do they want to be aligned or are they already aligned with a specific cause? And, again, we see that on all sides of the spectrum and what that means for four organizations. So, it is a challenge. It’s something that has to be really well thought out, both from a financial and risk perspective. And there are a number of campaigns that have been highly successful that have made a statement that have been able to establish themselves with a cause and have been able to walk that line very successfully without alienating other parts of their business.

John Ray: [00:22:42] Folks, we’re here with Hart Brown, Senior Vice President with R3 Continuum. Hart, I’m curious, as we kind of wind down here, where is all this going? And what do you see ahead in terms of the kind of activity that companies need to be and organizations need to be watching out for going forward related to this?

Hart Brown: [00:23:11] So, yeah, again, a great question. So, here’s one of the things, we started off early last year when COVID-19 really started to have an impact, certainly, in the US. We took a look at all of the information we had available at the time, and what we realized was that most of the research that has been done on major crisis events, major disruptive events, major traumatic events are point in time. So, they’re geographically separated and time separated from other potential events. So, you can think of a hurricane or a situation like that, it occurs, it’s over, and we recover.

Hart Brown: [00:23:49] What we realized pretty early on was we’re in a very long duration crisis event. The question then becomes, what does that mean for individuals and how do organizations leverage the situation we’re in to make sure that individuals are getting the help they potentially need in reestablishing productivity? And so, we went on this study and we referred to it as the emotional comfortability index. What we realized during that time is there’s the stacking, there’s this compounding stressors on top of COVID-19, on top of isolation or lockdown, stay-at-home measures, on top of financial concerns, economic concerns, layoffs, terminations, furloughs. There’s lots of these types of things. Then, you can add the food insecurity and others. That compounding stress type of environment lends itself to a higher risk for civil unrest. It’s just one more thing that people have a tendency to take on and say, “You know what, enough is enough,” and they begin to voice their concerns.

Hart Brown: [00:24:52] The underlying conditions that we saw throughout last year for heightened unrest, and to give you a sense, unrest is really somewhere around three to five times baseline in 2020 over what we saw in 2019. The underlying conditions are still there, and they’re really not going to let up until, potentially, in the summer when the vaccine becomes a bit more available to us. So, as we start to peel away the compounding stressors, unrest or issues related to unrest will likely decrease as well, but not necessarily go to zero. So, for the first six months of this year, unrest, doxing, targeted harassment, those kinds of things are highly likely to be occurring on a daily basis. The second half of the year, we might see a slight reduction in those, but we do see that, at least, through 2021, these kinds of issues are going to be front and center, and will be a challenge for organizations.

John Ray: [00:25:51] We were chatting before we came on about the size of companies that are subject to this, and you made an interesting point that there’s really no company too small to be immune from this activity.

Hart Brown: [00:26:09] That’s right. While we may see large companies making very big decisions on who they’re going to do business with or not do business with, the reality of the situations that the targeting of individuals reaches all different types of organizations. So, we’ve seen everything from very, very large social media companies be in the spotlight, all the way down to real estate agents, small or regional insurance companies and others that just an individual made a decision, they were then put into the spotlight because people went and researched them. And now, they see these cascading events where they have issues potentially with customers and clients, they have issues potentially with banks wanting to do business with them, they have issues with payment processors that may not want to do business with them. And it becomes quite difficult for them. And that’s really all the way down to one and two and three people and family businesses. So, it’s tough for everyone.

John Ray: [00:27:14] Hart, this has been great and very timely and important information for businesses or their organizations. I would love it if we could get to the most important question, which is if someone has heard something that makes them want to be in touch with you and the other professionals at R3 Continuum, how can they do that?

Hart Brown: [00:27:38] I would love for anyone who has an interest to obviously go to the website. The website is www.r3c.com. That’s just the letter R, the number 3, the letter C, dot com. Or they can always reach out to me directly. And that’s Hart.Brown@R3C.com.

John Ray: [00:27:59] Hart Brown with R3 Continuum. Hart, thanks so much.

Hart Brown: [00:28:02] Thank you. Appreciate it.

John Ray: [00:28:05] Yeah. Folks, just a quick reminder that you can find this show on all the major podcast apps. North Fulton Business Radio is the search term. We’re coming up on show number 320 or 330. I’ve lost count. But the point is we’re out there, and I would love it if you would go find the show, and give us a five-star review. It’s not about me, it’s not about Business RadioX, it’s not about the show per se. It’s about the guest on our show. It enables folks to find the show, so that they can potentially plug in to folks like Hart, who offer the services they need. So, if you could do that for us, we’d greatly appreciate it. And connect with us on social media. We’re on LinkedIn, Facebook, and Twitter, North Fulton BRX. So, for my guest, Hart Brown, I’m John Ray. Join us next time here on North Fulton Business Radio.

 

North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® 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.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to 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.

Tagged With: Crisis Management, cyber incidents, doxing, ethical hacker, hackers, Hart Brown, negative PR, organizational resilience, R3 Continuum

Georgia Business Radio August 28th – Host Ryan “Redhawk” McPherson: Guests Jim Satterfield with Firestorm, Jon Parise with Kabbage Inc., Candi Cross with You Talk I Write – Buckhead Business Radio

August 30, 2015 by angishields

Buckhead Business Radio
Buckhead Business Radio
Georgia Business Radio August 28th – Host Ryan “Redhawk” McPherson: Guests Jim Satterfield with Firestorm, Jon Parise with Kabbage Inc., Candi Cross with You Talk I Write - Buckhead Business Radio
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We spotlight industry leaders throughout the state of Georgia with compelling stories. Join talk show host Ryan “Redhawk” McPherson Friday’s 10:00am.

 

 

08-28-15 GBR
Left to Right (Host) Ryan “Redhawk” McPherson, Candi Cross, Jon Parise, Jim Satterfield

 

 

Georgia Business Radio

 

 

 

Jim SatterfieldJim Satterfield/Firestorm

President/Founder

Jim Satterfield is the President/COO and co-founder of Firestorm®. Jim is a nationally recognized expert on crisis management, threat assessment, disaster preparedness and business continuity planning. He has experience as President, CEO, and COO of various public and private companies in business continuity, communications, crisis management, environmental, insurance, reinsurance, risk management, and technology.

Jim led the Firestorm team that provided the crisis and media management support at Virginia Tech in response to the shootings also well as dozens of other crises.

Jims philosophy is that every crisis is a human crisis. He co-authored Disaster Ready People for a Disaster Ready America.

 

www.Firestorm.com   Facebook   Twitter   LinkedIn   GooglePlus   Blog

 

 

 

 

Jon PariseJon Parise/Kabbage Inc.

Head of Customer Marketing

As Head of Customer Marketing at Kabbage, Jon is responsible for leading relevant and meaningful strategies that drive mutual value both for customers and for Kabbage. Prior to joining Kabbage, Jon was a client strategy partner with rDialogue where he led client projects focused on loyalty program development, customer experience and CRM with a range of clients, including Kimpton Hotels and Restaurants, AutoTrader.com, Manheim, Merial, and The PGA of America.

 

 

www.Kabbage.com   Facebook   Twitter

 

 

 

Candi Cross1Candi Cross/You Talk I Write

Founder & Ghostwriter

A writer and editor for 20 years, Candi Cross has collaborated on 70 books for executives, entertainers and other extraordinary individuals. Prior to establishing her agency, You Talk I Write, Candi directed communications programs for companies such as Bank of American Merchant Services and Institute of Industrial Engineers. She specializes in writing autobiographies, business books and self-help books with contemporary themes.

 

 

www.YouTalkIWrite.com   Twitter   LinkedIn

 

 

 

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Tagged With: Crisis Management, Firestorm, Funding, Georgia, Georgia Business Radio, Ghostwriter, peachtree offices, Rich Casanova, Ryan McPherson, ryan redhawk, small business, You Talk I Write

Rik Katz with PAK-LITE and David Hern with Alvarez & Marsal

May 13, 2015 by Mike

Silver Lining in the Cloud
Silver Lining in the Cloud
Rik Katz with PAK-LITE and David Hern with Alvarez & Marsal
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Rik Katz, David Hern, Nikole Toptas

Rik Katz/PAK-LITE

Rik Katz, PAK-LITEPAK-LITE manufactures underlayment for laminate, engineered and LVT flooring; and produce foam, plastic, rubber and non-woven parts often with adhesive backing, for the automotive and light industrial industries.

 

David Hern/Alvarez & Marsal

David Hern, Alvarez & MarsalAlvarez & Marsal provides financial advisory services. The company offers turnaround advisory, crisis and interim management, process improvement, creditor advisory, corporate finance, and transaction advisory services. Additionally, it provides business valuation, business consulting, real estate and tax advisory, dispute analysis, and forensics services. It caters to apparel, consumer products, education, energy, finance, retail, healthcare, transportation and manufacturing sectors. The company’s clientele include Dan River, Inc., Timex Corporation, World Kitchen, Inc, Raymond International, Arthur Anderson and Lehman Brothers. Alvarez & Marsal was founded in 1983 and is based in New York, New York.

 

Tagged With: corporate finance, Crisis Management, david hern, dispute analysis, engineered flooring, finances, financial advising, financial services, foam, forensics, forensics services, laminate, light industrial industry, lvt flooring, nikole toptas, pack-lite, pak-lite, paklite, plastic manufacturer, real estate tax advisor, rick katz, rik katz, silver lining, Silver Lining in the Cloud, underlayment, valuations

ION Loyalty Rewards and Small Business Saturday

November 19, 2014 by angishields

Midtown Business Radio
Midtown Business Radio
ION Loyalty Rewards and Small Business Saturday
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William Mills Agency     SionicMobile

ION Loyalty Rewards and Small Business Saturday

This week I got to sit down with another pair of movers and shakers in the technology and payment processing/ merchant services space in Atlanta.  William Mills of William Mills Agency introduced us to Ronald Herman, founder of Sionic Mobile.  We talked about the cool app the company has developed that gives merchants an elegant way to incentivize their customers to keep coming back to patronize their business.  The Loyalty app is designed in such a way that as customers spend money they earn “ions” they can then redeem at any participating merchant.  I also spoke with Terri Dennison, Georgia District Director of the U.S. Small Business Administration (SBA) about the upcoming Small Business Saturday and Small Business Saturday Night this coming November 29th.

The William Mills Agency has been in the Atlanta area for over 35 years, providing a suite of PR services, with a heavy focus on the financial services/payment processing technology sector.  The company provides public relations, crisis management, brand awareness/marketing strategy, and content marketing.  The William Mills Agency leadership team is heavily involved in the TAG FinTech Society.  FinTech is a group of professionals representing a broad range of financial technologies as well as a variety of roles within the industry, including executive management, solution specialists, sales and marketing, industry entrepreneurs and venture capitalists.  William has worked with 500-600+ innovative technology companies.  Even so, he was particularly intrigued by the model put forth by Ron Herman and his team at Sionic Mobile; so much so he became a member of the advisory board for the company.

Midtown Atlanta-based Sionic Mobile markets to smartphone consumers and rewards them for every mobile checkout. The mCommerce company utilizes mobile devices, Bluetooth® beacons and the cloud to connect merchants with nearby, ready-to-spend consumers. The company is the maker and provider of ION — the first, fully digital mobile promotions, gift cards, payments and rewards apps for phones and tablets. Merchants use ION Loyalty® to increase traffic, sales & margins, reduce credit card fees and get good customers back more often.  Users of the ION Consumers use ION Rewards® to earn IONs at every checkout, then spend them like cash on anything at any time at nearly 40,000 retail locations nationwide. The free apps support iOS and most Android devices.

The Small Business Administration provides a host of services designed to enhance the likelihood of success for small businesses in the US.  Their overarching goal is to increase available jobs through helping small businesses (who make up >50% of US business commerce) grow.  I got to speak with Terri Dennison of the Small Business Administration about their initiative to support small businesses through the Small Business Saturday campaign, aimed at encouraging US consumers to include local small business retailers in their holiday shopping.  SBA encourages America to support local economies shopping small on November 29th.  At the SBA, they know small businesses are vital to the growth and prosperity of the American economy. Since the recession, small businesses have created two out of three new private sector jobs… these firms are largely responsible for America’s 10.3 million new jobs that have led to 56 straight months of job growth.  Accelerating our recovery means creating the right environment and implementing the best policies for small businesses to thrive. The entrepreneurs the SBA works with face many challenges, but among the greatest is getting new customers in the door.  That’s why the SBA is proud to be part of Small Business Saturday – it’s a perfect time to promote your business and find new customers. On November 29th, millions of consumers across the country will participate in Small Business Saturday. More than 70 percent of Americans are now aware that two days after Thanksgiving is a day devoted to shopping small.  Last year, nearly half of all consumers who knew about Small Business Saturday…. acted on it … spending an estimated $5.7 billion dollars at local merchants across the nation. So we want to continue this momentum… And we’re asking you to help us promote the message that Small Business Saturday is day when buying gifts for the people we love … supports jobs and prosperity in the communities we call home.

We all have a stake in seeing foot traffic increase on Main Street.  We want to encourage shoppers to seek out unique, handmade gifts they won’t find at a big-box retailer.  And we want to see Internet traffic spike, too, with purchases of “gifts to ship” – and gift certificates from restaurants and service providers.  Everyone can spread the word about Small Business Saturday by recommending their favorite local shops and restaurants via Facebook and Twitter. The SBA is helping to spearhead an effort this Nov. 29 to extend the hours, so to speak, by promoting Small Business Saturday Night.  We know many of our small businesses are local restaurants and food purveyors…After a busy day of shopping, we want to encourage consumers to patronize their local small business restaurants and favorite watering holes.  The SBA is partnering this year with the National Restaurant Association to encourage families who are shopping small to “dine small” at local restaurants Saturday night.  Additionally, we’re encouraging small business merchants to extend their hours so they can take advantage increased nighttime foot traffic on Small Business Saturday Night.  So I hope we can create some synergy in this effort to keep Small Business Saturday going when the sun goes down.  To help in your preparations, I want to direct you to sba.gov/SmallBusinessSaturday where we have holiday marketing tips, ideas and materials … even for entrepreneurs on a limited budget.  And use our hashtags on Twitter: #SmallBizSaturday for Small Business Saturday and #DineSmall  for Small Business Saturday Night.

Special Guests:

William Mills, Owner of William Mills Agency  Twitter 16x16  Facebook  Linkedin  google-plus-logo-red-265px  youtube logo  feed logo

William Mills Agencies

  • BA Communications, Florida State University
  • Member, Executive Committee of Florida State University College of Communications & Information’s Advisory board
  • Has been quoted as an expert for Wall Street Journal, USA Today, and Entrepreneur
  • Contributor for numerous publications

Ron Herman, CEO of SionicMobile  google-plus-logo-red-265px  Facebook  Twitter 16x16  Linkedin  

SionicMobile

  • Founder and Former CEO, Urban Informatics Corporation
  • >19 years of Executive Leadership roles in Technology Start-up to Fortune 500 Companies
  • Former CEO, Intellione Technologies

Terri Dennsion, District Director, US Small Business Administration Georgia District Office  Facebook  Blogger 2  youtube logo  google-plus-logo-red-265px  Twitter 16x16 

Small Business Administration Georgia Office

  • Former Deputy District Director, US Small Business Administration Indiana District Office
  • MA Urban Studies, Trinity University
  • Recipient: Atlanta Business League 100 Most Influential Black Women, 2006-2008
  • Atlanta Business Chronicle 100 Top Professionals in Banking and Finance, 2007-2011

Tagged With: content creation, Crisis Management, customer rewards, customery loyalty, CW Hall, financial services, FinTech, gps technology, ION, marketing strategy, mcommerce, merchant services, Midtown Alliance, near field chip, NFC, PR, Public Relations, Ronald Herman, SBA, Sionic Mobile, SionicMobile, small business, Small Business Administration, small business capital, small business loans, Small Business Saturday, Small Business Saturday Night, TAG, Terri Dennison, William Mills, William Mills Agency

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