customer experience Archives - Page 2 of 3

Jason Moccia, OneSpring LLC

April 9, 2019 by John Ray

North Fulton Business Radio

Jason Moccia, OneSpring LLC

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**Jason Moccia, CEO of OneSpring LLC, and John Ray, Host of “North Fulton Business Radio”**

Jason Moccia, OneSpring LLC

Jason Moccia has over 20 years of experience in the digital strategy and software fields and is the founder and CEO of OneSpring LLC. Jason has worked with numerous Fortune 1000 companies and Federal Agencies including but not limited to Department of Homeland Security (DHS), Ernst & Young, General Electric, Internal Revenue Service (IRS), SAIC, Florida Power & Light, InterContinental Hotels, Deloitte, Veteran Affairs (VA) and SunTrust.

OneSpring is an Alpharetta-based experience design firm focused on helping companies and government agencies understand how design thinking can solve their most complex problems. Their team is well versed in Human-Centered Design and Customer Experience which they utilize to streamline the way in which software is designed, validated, and launched to market.

“North Fulton Business Radio”

Each week, host John Ray interviews the area’s top business leaders, spotlighting companies and entrepreneurs from across the region. Tune in each week, live at 11:30 EST, to hear the live broadcast. An archive of past shows can be found here.

E24 Jan Schiller from Berkshire Consulting and Kevin Jacobs

February 26, 2019 by Karen

PROJECT-MANAGEMENT-OFFICE-HOURS-Jan-Schiller-with-Berkshire-Consulting-and-The-Project-Scientist-Kevin-Jacobs

Phoenix Business Radio

E24 Jan Schiller from Berkshire Consulting and Kevin Jacobs

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E24 Jan Schiller from Berkshire Consulting and Kevin Jacobs

In this episode of Project Management Office Hours Joe Pusz, PMO Joe, and his guests Jan Schiller from Berkshire Consulting and Kevin Jacobs take a deep dive into what makes a PMO successful, challenges in building a successful PMO, how to properly scope a PMO and much much more!

Jan shares her story working her way up the ranks, serving in varying roles across multiple industries. It is a common career path that many of us have followed. Jan has used these experiences to help build a very successful consulting practice supporting clients with PMO buildouts, Agile Transformations and more. Visit her LikedIn Profile to get access to free tools to help in scoping and building your PMO – https://www.linkedin.com/in/janschiller/

Kevin helps us understand the challenges of leading a successful PMO in a corporate setting. We discuss his experiences, challenges, successes and importantly his real-world, proven recommendations. We also hear Kevin discuss the importance of the PMP certification and how a personal experience changed his view on this popular industry certification.

Listen in to the episode to hear the stories Kevin and Jan share which paint a picture of a rewarding yet challenging career as a PMO leader. We covered a lot of ground in this chat and learned valuable lessons, heard shared experiences, and gained access to available tools and insights to help solve some of your PMO challenges.

Tune in for upcoming shows with Project Management leaders and also Subscribe to the podcast on Apple Podcast, iHeartRadio, Spotify, Stitcher, Spreaker or your favorite podcast platform! Our next show will be March 7th with Danielle Crop and Dana Brownlee.

Berkshire Consulting, LLC is a women-owned business specializing in delighting clients by linking strategy to results with project management. They put structure on ambiguity and help organizations achieve results in a productive, continuous, agile and cost-effective manner. Their high-caliber leaders provide premier solutions in alignment with strategies and priorities.

Berkshire Consulting‘s distinctive business model, combined with their selective recruiting process and criteria, are designed to deliver results that will help organizations realize high levels of return on their project portfolio investments and adapt to a changing landscape. The outcome is high levels of consistent solution delivery from professionals who become a valued part of the team.

Jan Schiller is a results-oriented executive focused on revealing the path that transforms ideas and goals into results. She collaborates to identify the most effective path from where organizations are to where they want to be. Jan helps organizations reliably achieve their strategy, delight their customers now and into the future, and digitally transform in a timely, cost-effective manner.

Jan enjoys sharing her expertise and experience in a way that inspires wisdom and maximizes potential. She enjoys volunteering as a career development mentor and writing about scope and project portfolio management for PMWorld360.

Her wildly important goal is to leave the world better than she found it, and to have fun doing it.

Connect with Jan on LinkedIn and at Berkshire Consulting.

Kevin Jacobs holds a Masters of International Management from Thunderbird, a Doctor of Business Administration in Information Systems focused on Project and Change Management from Argosy, and is in his last semester of a Masters of Science in Analytics from Dakota State University. He completed his PMP in 2015 and designed an internal PMP course, which he currently teaches. He is also a Certified Scrum Master, and has been designing internal training and processes to implement Agile, Scrum, and Design Thinking principles.

Kevin has had a professional career focused on MIS project management, with 17 years of experience as a Business Analyst, Business Solutions Architect, Project Manager, and PMO manager. He has worked in a variety of fields including banking, construction, telecommunications and document management. He currently manages the MIS PMO for a global mining company in Phoenix. His current focus is on providing better portfolio visibility to resource availability and cross project dependencies finding better ways to get management the information they need while reducing the impact on project managers.

Connect with Kevin on Linkedin and at The Project Scientist.

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!

Project Management Office Hours is powered by The PMO SQUAD

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.

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.

Colleen Jones with Content Science and Toni Pashley with Sharecare

July 4, 2017 by angishields

CEO Exclusive Radio

Colleen Jones with Content Science and Toni Pashley with Sharecare

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Colleen Jones, CEO of Content Science and a Star Wars fan, regularly advises top organizations on becoming Jedi Masters of effective content. Colleen spearheaded the development of ContentWRX, a software product that has collected more than 90,000 data sets to assess content effectiveness for a wide range of companies. Content Science also publishes the online magazine Content Science Review and runs Content Science Academy, an online training portal to equip professionals with modern content knowledge and skills.

Colleen wrote the cornerstone content book Clout: The Art and Science of Influential Web Content. She speaks at conferences and client events around the world to make content a force in marketing, user experience, sales, and customer satisfaction. Learn more about Colleen and Content Science on their website, and follow them on LinkedIn and Twitter.

Toni Pashley is Senior Vice President of Product at Sharecare, the digital health company helping people manage all their health in one place, where she leads product strategy and design with a human-centered approach.

Prior to Sharecare, Pashley worked at CNN leading major product initiatives including 2008 Presidential Elections, mobile applications and strategy for the networks’ product experience.

Pashley has always worked at the intersection of design and technology, leading many high-profile projects for CDC, NCR, AT&T and a number of startup ventures. Her work has won several product design awards, and she was instrumental in leading the product design team for Sharecare’s award-winning AskMD mobile app, which won the 2014 and 2015 Appy for Best Medical App and was a Webby Award Honoree in both 2014, 2015 and 2016 for Best Health App.

Pashley currently sits on the boards of several technology start-ups as a strategic advisor and served on the Executive Board for CHI Atlanta, a special interest group on Computer-Human Interaction. She has a M.S. in Human Computer Interaction from Georgia Tech’s College of Computing. Connect with Toni and Sharecare via their website, and on LinkedIn, Twitter and Facebook.

NOVAtime Technologies

March 3, 2016 by angishields

Midtown Business Radio

NOVAtime Technologies

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workforce management — Brian Mehaary, of NOVAtime Technologies

NOVAtime Technologies

On this episode of Midtown Business Radio, I sat down with Vice President of Business Development for NOVAtime Technologies, Inc., Brian Meharry. NOVAtime is a Workforce Management Software Company that specializes in providing employers of all sizes access to tools that will enable them to track, monitor, report, and schedule their employee’s time. These tools are contemporary and adhere to all compliance needs.

Brian explained how time keeping has evolved to be an important component in a cloud of data points from an employee’s work-related activities for an enterprise. In the old days, an employee walked in, punched a clock or physically signed Time In and Time Out.

Today, signing in and signing out triggers regulated elements such as health benefits, time off accrual, tax requirements, and a host of other business, industry, and/or union rules that come into play that must be accurately tracked and reported upon.

The technology NOVAtime provides meets workforce management demands for a wide range of business sectors from government, to healthcare, manufacturing, oil & gas, and numerous others. The company is privately-owned and has enjoyed rapid growth over the past few years, due to the consultative approach the company takes (called Sure Path) when bringing a new client on board. NOVAtime is serving over 16,000 businesses of all sizes and over 1,000,000 employees.

In this way the company is able to identify all relevant workforce-related concerns and geographic issues to be addressed for a disperssed workforce and determine the needed software functions, hardware needs, and relevant apps to achieve the greatest compliance, efficiencies, and strategic decision-making.

Special Guest:

Brian Meharry, Vice President of Business Development, NOVAtime Technologies, Inc.

Former President, CPI-hr
Previous President and COO of Mangrove Employer Services
Former President, BenefitOne of America

[Read more…]

Kevy and CimCo

January 26, 2016 by angishields

Midtown Business Radio

Kevy and CimCo

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Kevy and CimCo

This week we continued our series with Life University and Dr. Gilles LaMarche, VP of Professional Relations, focusing on business leaders of integrity. We hosted Brooke Beach, of Kevy, and Bill and Diedre Plunk, of CimCo.

After spending several years as a marketing expert, Brooke and some colleagues believe they could improve on the ecommerce/direct marketing customer experience and improve response rates and create more repeat customers. To date, most email automation solutions such as Pardot, SalesForce, and others, focused on the B2B sector, helping businesses increase contact and ultimately, sales, with companies they’re trying to reach. There are marketing automation solutions available for B2C/Retail enterprises to similarly leverage email to contact customers to enhance sales, these solutions have traditionally offered limited data that would let that enterprise truly evaluate ROI on a per email basis in dollars and cents.

The Kevy platform integrates with their clients’ existing ecommerce platform via java script that is embedded into the website code. Once there, it enables Kevy and the customer to track user behavior by where they go on the site, how long they stay, the products and types of products they’re viewing, and whether they buy. With this information, the retailer is able to display very behaviorally-relevant pop-up information that personalizes the experience and significantly increases conversion rates.

Additionally, the Kevy platform enables very user-specific automated email communications that are relevant to that user’s particular behavioral context. Combining these technologies results in a dramatic rise in sales from existing customers in the retailer’s database and the ability to get very targeted with discounts and marketing message. If you are interested in learning more, contact Brooke and her team here.

Upon entering the banking industry ~20 years ago, Bill unexpectedly found himself placed in charge of collections on loans in arrears. Without any experience or real training in how to do so, he set about contacting debtors. It turned out that his approach to this often-difficult conversation made him quite successful at it.

After spending some time with a collections firm that was not operating in an ethical fashion, he decided to launch his own firm and handle clients and debtors with the respect and professionalism that had served him so well to that point.

In that time, his integrity and professionalism made such an impression on debtors he was collecting on, some ultimately turned to him to collect for them after their accounts were settled. His highly-personal approach to his work allows him to turn around outstanding accounts quickly, in many cases in less than 1-2 months.

Special Guests:

Brooke Beach, Co-founder/CEO, of Kevy

BA, Public Relations; Journalism, University of Georgia
Former Co-Director, Windstream Communications SchoolsWIN Program
Founder and Chairman of Marketwake

Bill and Diedre Plunk of CimCo Commercial Collections

BS in Education, Minor in Business, Northeastern State University
Former Teacher and Coach, Oklahoma Public Schools
Board Member, River of Praise Ministries

Dr. Gilles LaMarche, DC, VP of Professional Relations at Life University

Doctor of Chiropractic, Canadian Memorial Chiropractic College
Author, The ART of Responsibility, Insight Publishing 2012
Certified Six Advisors Coach, Six Advisors Coaching Academy
Previous Vice President, Parker College of Chiropractic

Solution Road and Mosaic

December 22, 2015 by angishields

Midtown Business Radio

Solution Road and Mosaic

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Life University — Stu Sheldon and Gilles LaMarche talk integrity

Solution Road and Mosaic

This week marked the beginning of a bi-weekly series we’ll be hosting with Dr. Gilles LaMarche, VP of Professional Relations at Life University where we’ll be focusing on integrity in the business community and personal life. This series will be leading into the Life Talks World Congress event coming up May 12-13, 2016.

Life Talks is about empowering leaders to create social change, make a transformational impact on the world and remove the interference to maximize their perfection within. The event includes thought leadersin business and productivity, physical health, nutrition, compassion, forgiveness, vitalism, quantum healing, and more.

We will be featuring business leaders who are known to value integrity in their professional and personal lives, and we will introduce several high school students from the community who have also been recognized for exemplifying the trait in their personal and academic endeavors.

We were joined in studio by Sarah Smith and Stu Sheldon, of Solution Road and Mosaic, respectively. Sarah has spent numerous years helping non-profit and for-profit organizations raise funding and public awareness for their respective work. She draws on experience from healthcare as well as media and is very selective in the clients she and her team take on at Solution Road.

Stu is an expert in experiential marketing, in which brands look to engage a targeted subset of their customer base. Their goal is to create an immersive experience that has a measure of exclusivity and hands-on interaction with elements of the brand. In this way, the client company is able to leverage Earned Media to get people talking about their experience. I first met Stu on the Midtown Business show talking about Escalate, the experiential marketing company that was recently acquired by Mosaic.

Special Guests:

Dr. Gilles LaMarche, DC, VP of Professional Relations at Life University

Doctor of Chiropractic, Canadian Memorial Chiropractic College
Author, The ART of Responsibility, Insight Publishing 2012
Certified Six Advisors Coach, Six Advisors Coaching Academy
Previous Vice President, Parker College of Chiropractic

Sarah K. Smith, CEO/Founder, of Solution Road

Masters Degree, English, University of Essex
Previous Director, Corporate Marketing, Emory University
Former Vice President, The Emmy Awards Foundation
Previous Director, Special Projects, TEDx Peachtree

Stuart Sheldon, Chief Advocacy Officer at Mosaic

BA, English and Journalism, Washington and Lee University
Former Senior Brand Manager, Coca Cola Company
Founder and Former Evangelist Prime, ConnectUs Marketing
2006 Coca-Cola North America Big, Bold & Inspiring Marketing award; Coca-Cola Worldwide Marketing Excellence award finalist

Experiential Marketing

February 24, 2015 by angishields

Midtown Business Radio

Experiential Marketing

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Experiential Marketing

This week I sat down with experiential marketing expert, Stu Sheldon of Escalate. Stu spent several years building brands for Coca Cola, including Mello Yello. Like that refrigerator pack your 12 pack comes in? Coca Cola introduced that idea and tested it with the Mello Yello brand with impressive success. Stu shared some excellent information about the difference between paid advertising campaigns and experiential marketing.

In an economy where every dollar counts, companies that are seeking to increase frequency a customer purchases their product or service as well as adding new customers can often gain greater results through an experiential marketing approach. Stu talked about the fact that even in situations where a company has an advertising agency that has produced creative material, Escalate can collaborate with company and agency to build on what has been created to “Make it come to life”.

Stu explained that while even a small company can benefit from experiential marketing, they typically work with mid-sized to large companies seeking to expand brand awareness. They have an impressive list of success stories from Coca Cola to non-profit organizations. Check out this great episode–I think you’ll find it both informative and interesting!

Special Guest:

Stuart Sheldon, Chief Advocacy Officer at Escalate

BA, English and Journalism, Washington and Lee University
Former Senior Brand Manager, Coca Cola Company
Founder and Former Evangelist Prime, ConnectUs Marketing
2006 Coca-Cola North America Big, Bold & Inspiring Marketing award; Coca-Cola Worldwide Marketing Excellence award finalist.

Escalate

December 23, 2014 by angishields

Midtown Business Radio

Escalate

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Escalate

This week I sat down with Chief Advocacy Officer, Stuart Sheldon, of Escalate. He talked about how Escalate delivers measurable value to their clients through two core Marketing competencies:

1. Experiential – Engage consumers/customers directly, through all five senses + emotion

2. Word-of-Mouth (including Social Media) – Who says what about you, and how can you get involved in the conversation?

as we engage people with meaningful, authentic brand experiences that begin and sustain brand love, amongst your raving fans…and beyond.

Why is it crucial? Because successful brands clearly can’t build brand loyalty (or a sustainable business) with just traditional marketing & media strategies and tactics when:

• An average consumer sees 3,000+ marketing messages a day

• 76% of consumers don’t believe companies tell the truth in ads

• 78% of consumers claim to trust information from other consumers more than any advertising source

• 19% of purchase decisions made only on personal recommendation, 86% at least partially

• Experiential + Word Of Mouth marketing efforts can deliver purchase intent as high as +60% vs. traditional efforts

While many of the firm’s clients are medium to large companies they also have success stories about small businesses they have helped to improve the way they engage their prospective customers, leading to growing sales.

Special Guest:

Stuart Sheldon, Chief Advocacy Officer at Escalate

BA, English and Journalism, Washington and Lee University
Former Senior Brand Manager, Coca Cola Company
Founder and Former Evangelist Prime, ConnectUs Marketing
2006 Coca-Cola North America Big, Bold & Inspiring Marketing award; Coca-Cola Worldwide Marketing Excellence award finalist.

Nine Labs, Polygon, Casey Gilson, Nelson Mullins, and SoundRiver Advisors

November 18, 2014 by angishields

Midtown Business Radio

Nine Labs, Polygon, Casey Gilson, Nelson Mullins, and SoundRiver Advisors

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Nine Labs, Polygon, Casey Gilson, Nelson Mullins, and SoundRiver Advisors

This week we heard from experts in corporate law (workers compensation and mergers & acquisitions), web design and customer experience, and corporate executive compensation and financial planning. I hosted folks from Nine Labs, Polygon, Casey Gilson, Nelson Mullins, and SoundRiver Advisors.

J. Cornelius is the President of Nine Labs, a web design and customer experience company based in Atlanta. He also started Polygon, an event space designed and dedicated to support Atlanta’s growing technology industry. Nine Labs is a user experience consultancy that helps businesses improve the look and feel of their digital technologies, making sure that a customer’s experience is useful, intuitive, and branding is maintained across the variety of digital media, mobile devices, and other user interfaces. The company will provide message content or work with their client’s internal team to optimize the way the client presents their brand to the public. Nine Labs is able to help businesses that are putting effort into making sure their customers can have a consistent experience across all digital/mobile platforms. They often encounter situations where a user’s experience on a mobile device is very different in terms of look and feel of a company’s branding, along with less-than-optimal navigation or functionality. Nine Labs’ experts are able to bring a consistent, positive experience to a company’s web visitors, regardless of technology used to access it. Polygon is an event space located in popular Atlantic Station in Midtown Atlanta that was created to provide technology companies and associations with a place to have productive networking, planning, and educational events. The space is located, laid out, and equipped with the Atlanta technology industry in mind.

Rayford Taylor is an attorney with the firm, Casey Gilson PC, admitted to practice law in Florida and Georgia. The majority of his practice is providing advice and representation to employers, insurance companies, insurance funds, and third party administrators in the defense of workers’ compensation claims, whether at trial or on appeal. Rayford also represents such entities in disputes with both Florida and Georgia state governments and regulators involving the operation of their companies and businesses. He has handled workers’ compensation cases all over Georgia and North Florida since 1990. The law firm of Casey Gilson is a firm that practices in the areas of labor law, personal injury defense, business litigation, trademark matters, patent disputes, bankruptcy cases and general litigation throughout all parts of Georgia. Rayford talked about some key areas where businesses make mistakes that can create increased exposure to workers compensation costs. He shared recommendations that employers could use to improve relations with injured employees as well as reducing risk for fraudulent behaviors.

Michael Hollingsworth is an award-winning attorney with Nelson, Mullins, Riley, and Scarborough LLP, located in Atlanta. He is a managing partner of Nelson Mullins Riley & Scarborough’s Atlanta office, and is co-head of the Firm’s Mergers & Acquisitions Group. Mr. Hollingsworth focuses on middle-market corporate transactions, including mergers, acquisitions, divestitures, and joint ventures. He also serves on the Firm’s Executive Committee, the governing body of seven partners who oversee firm standing committees, strategic initiatives, and firm operations. Michael represents private equity and hedge funds relative to their formation, operations and investments. He has a broad range of industry experience including food and beverage, consumer-branded products, healthcare, construction and aggregates, technology and telecommunications, media, manufacturing and distribution, and business services. Michael is also a transactional lawyer in the Firm’s multidisciplinary National Healthcare Practice Group.

Nelson Mullins provides advice and counsel in litigation, corporate, securities, finance, intellectual property, employment, government relations, regulatory, and other needs of clients ranging from private individuals to large businesses, including many publicly held companies. Nelson Mullins offers services in over 40 practice areas and as such they are able to provide expertise to a wide range of legal and business problems while offering value-added service to clients. Many Nelson Mullins clients—including growth companies, expanding local businesses, and major international companies—retain the Firm to provide all of their legal services. Other clients are national companies requiring assistance with specific regional or local legal matters. The Firm also has experience representing international companies interested in locating facilities in the Southeast. Start-up assistance for entrepreneurial endeavors, multi-action litigation defense, and representation of underwriters and investment bankers are only a few of the services that are provided by Nelson Mullins attorneys. Michael talked about how rewarding it is to become a trusted adviser for his clients as well as helping them to successfully navigate the sale of a successful business to the betterment of their financial situations.

Bo Wilkins, of SoundRiver Advisors stopped by to talk about the way their firm helps privately-owned businesses plan for generational transitions of ownership as well as preparation for sale or merger should those options be the chosen path for their clients. SoundRiver Advisors is an independent wealth management and life insurance advisory firm providing strategies to help privately held business owners invest, protect, and perpetuate their wealth. We talked about how challenging it can be for companies to retain high-performing, key executives (as well as how expensive it can be to replace them). SoundRiver Advisors is able to help the business owner develop a compensation plan that affords their key executives with a compelling pay and bonus structure along with effective investment/benefit vehicles that will optimize the tax picture of that compensation package, making it much more likely those important executives will remain in place. The firm provides certified financial and insurance experts and is a Registered Investment Advisor. SoundRiver is structured to offer their clients unbiased and untethered solutions. They avoid selling captive investment or insurance solutions. You don’t have to talk with their folks very long before you realize they are in the business of finding the best solution for each of their clients.

Special Guests:

J. Cornelius, President of Nine Labs, Founder of Polygon

President, Atlanta Web Design Group
Former VP Operations, CoffeeCup Software, Inc.
Mentor, ATDC
Creative Circus Advisory Board Member

Rayford Taylor, Attorney of Casey Gilson PC

Former VP, Stiles, Taylor, and Grace
Former General Counsel and Legislative Counsel, Florida Bar
Juris Doctor, Florida State University College of Law
Fellow, National Workers Compensation Lawyers

Michael Hollingsworth, Managing Partner, of Nelson, Mullins, Riley, & Scarborough

Juris Doctor, Samford Cumberland School of Law
Master of Laws, Taxation, University of Alabama School of Law
Member, Executive Committee, Managing Partner-Atlanta, Co-chair Mergers & Acquisitions
Recipient: BTI Client Service All-Stars (2012), Chambers & Partners (M&A), International Who’s Who of Business Lawyers, SuperLawyers (Georgia)

Bo Wilkins, Partner, SoundRiver Advisors

Former Executive Managing Director, Wealth Management, Reliance Trust Company
Former Partner, Nease, Lagana, Eden, & Culley
BA, History & German, Hampden-Sydney College
CLU – Chartered Life Underwriter; ChFC – Chartered Financial Consultant; CAP – Chartered Advisor in Philanthropy