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Navigating Family Business Dynamics with EOS, with Jacqueline Jensen

April 28, 2025 by John Ray

Navigating Family Business Dynamics with EOS, with Jacqueline Jensen, on Family Business Radio with host Anthony Chen
Family Business Radio
Navigating Family Business Dynamics with EOS, with Jacqueline Jensen
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Navigating Family Business Dynamics with EOS, with Jacqueline Jensen, on Family Business Radio with host Anthony Chen

Navigating Family Business Dynamics with EOS, with Jacqueline Jensen (Family Business Radio, Episode 63)

In this episode of Family Business Radio, host Anthony Chen interviews Jacqueline Jensen from EOS Worldwide. Jacqueline shares her unique experiences growing up in an entrepreneurial family led by a Marine and her eventual involvement in the family business. She discusses her journey through education, working in sports tourism, and finally returning to the family business out of a sense of obligation. Jacqueline speaks about the challenges she faced, including burnout and the lack of a clear roadmap, which ultimately led her to EOS. The discussion explores her transition to working with EOS Worldwide, helping other family businesses implement structured operating systems. Touching on themes like clarity in roles, succession planning, and work-life balance, this episode offers valuable insights for anyone involved in a family business or contemplating joining one.

Anthony concludes the show with thoughts on prioritizing family over financial gains.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Jacqueline Jensen

Jacqueline Jensen
Jacqueline Jensen, EOS Worldwide

Jacqueline Jensen grew up in an entrepreneurial family, where conversations around the dinner table often centered on business goals and growth ideas. After college, she joined the family business and was quickly placed in leadership roles—often learning by doing. At just 28, she became General Manager of a private country club, where she experienced firsthand the pressure, complexity, and emotional dynamics that come with leading in a family-run organization.

In 2019, after years of long hours and chasing results, Jacqueline discovered a business framework that brought clarity, alignment, and accountability to her team—and transformed the business. She now dedicates her work to helping other family business owners simplify operations, strengthen communication, and build healthy, scalable companies. As a Professional EOS Implementer®, she believes that with the right structure, family businesses can thrive for generations.

Website | LinkedIn

EOS Worldwide

EOS Worldwide helps entrepreneurial businesses—especially family-owned companies—get what they want from their business. Through a simple, practical, proven system, EOS provides the tools and structure to help leadership teams gain clarity, improve communication, and strengthen accountability. For family businesses navigating the complexity of shared roles, generational transitions, and personal relationships, EOS brings the clarity and alignment needed to grow a healthy, scalable company. With over 28,000 companies running on EOS, it’s a powerful system for families who want to preserve their legacy, empower their team, and lead with confidence.

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:41 Jacqueline Jensen’s Entrepreneurial Background
02:11 Challenges and Lessons in Family Business
05:36 Discovering EOS and Its Impact
11:05 Implementing EOS in Family Businesses
18:01 Navigating Family Dynamics and Succession Planning
23:46 Discussing Family Business Succession
24:50 Generational Shifts in Family Business
27:15 Vision Traction Organizer: A Key Tool
30:29 Personal Reflections on Family Business
34:33 Understanding EOS and Ideal Clients
39:10 Client Success Stories and Organizational Clarity
41:40 Future Plans and Advice for Young Entrepreneurs

Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

Family Business Radio is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. The main office address is 575 Broadhollow Rd., Melville, NY 11747. You can reach Anthony at 631-465-9090, ext. 5075, or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY, in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA, home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance, Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found by following this link.

Tagged With: Anthony Chen, EOS, EOS Implementer, Family Business, Family Business Radio, family business succession, Jacqueline Jensen, Professional EOS Implementer, Succession Planning

Strategic Hiring and Data-Driven Decisions: Business Success with Jackie Lord and Michael Erath

January 25, 2024 by Karen

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Phoenix Business Radio
Strategic Hiring and Data-Driven Decisions: Business Success with Jackie Lord and Michael Erath
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Strategic Hiring and Data-Driven Decisions: Business Success with Jackie Lord and Michael Erath

In this Phoenix Business Radio episode, Karen Nowicki explores the key to business success with Jackie Lord, CEO of Elevate Consulting Group, and Michael Erath, Founder of Next Level Growth. The conversation delves into strategies in hiring an A-Player Team, Culture Index integration, defining success for all employees within the organization, and the critical need for proven measurement tools. Michael and Jackie highlight the importance of data, clear expectations, and a people-first approach in driving successful business transformations, expressing their shared passion for positive change, navigating tough conversations, and strategically focusing on people and data for organizational growth.

Ready to transform your business with a strategic focus on people and data? Tune in to this episode with Karen, Jackie, and Michael for insights into driving organizational success.

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Jackie-Lord-Phoenix-Business-RadioToday’s CEOs report 80% of their company’s challenges are people related, taking up critical time, money, and resources.

With the mantra of Analytics over Instincts, Jackie Lord is passionate about guiding Chief Executives, Presidents, and high-performance Visionaries to exponentially grow and streamline their talent strategy and the trajectory of their businesses.

Her insights and strategies have transformed businesses worldwide and changed the way leaders think about people for the rest of their lives. Leveraging laser-accurate data, Jackie uses a process she calls Aligning People with Profit™ to get the right people in the right seats to make businesses more productive and profitable.

She specializes in revitalizing employee engagement, reducing turnover, uncovering hidden talent, and increasing bottom-line revenue. But most importantly, she makes businesses unstoppable.

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Jackie is a well-respected and sought-after trusted advisor to CEO’s and leadership teams of growth-focused businesses. She has over 20 years of experience working with Fortune 100 companies including Amazon, Boeing, and JP Morgan Chase to over 60 mid-size companies and start-ups.

She is the Founding Principal & CEO of Elevate Consulting Group, a firm dedicated to infusing the human element back into business. Leveraging laser-accurate data, she uses her personally developed process to get the right people in the right seats for radical scalability and growth.

Jackie attended UC Berkeley, UC Irvine, and USC Marshall School of Business. She holds multiple degrees in Statistics, Business, and Entrepreneurship.

Connect with Jackie on LinkedIn.

Most entrepreneurial leaders achieve success, to some degree, at the expense of their relationships, their time with family, their physical health, or emotional health. We believe it doesn’t have to be this way. We believe you deserve more than a return on investment from your business, you deserve a meaningful Return on Life. NLGLogoPhraseWebsite

This belief drives our daily purpose of Helping Entrepreneurial Leaders Build Elite Organizations™ through what we refer to as the Five Obsessions of Elite Organizations®.

The entrepreneurial world is full of “Business Operating Systems” that do some things well but often fall short in other key areas. The problem is that they typically offer a one-size-fits-all approach and are more about the system than the user. When you’re growing, one size doesn’t fit well for very long.

The Next Level Growth approach focuses on YOU and RESULTS over purity to a prescriptive, one-size-fits-all system. We meet you where you are and help bring the right tools and concepts, at the right times, regardless of the source.

We do this based on YOUR individual needs, to help YOU and YOUR team excel at each of the Five Obsessions of Elite Organizations®, to ensure YOU reach the summit of the mountain YOU are climbing.

Michael-Erath-Phoenix-Business-RadioIn the first 15 years of his career, Michael Erath took over an $8M family manufacturing business which he grew to $45M in revenue with over 200 employees during his 15 years as President & CEO.

Being tied closely to the housing market and due to a significant betrayal from a business partner who eventually served prison time for embezzlement and fraud, during the financial collapse of 2009 Michael lost it all.

Late in 2010, Michael leveraged all that he had and started a new business. It was during the startup of his new business that Michael was introduced to the book Traction®. Shortly thereafter, Michael began implementing EOS® as the basic foundation in his new business.

With EOS® as the foundation, Michael then used his past experience with other systems to plug the holes that he found to exist in EOS®, layering on strategy and cash management tools from Scaling Up; recruiting and hiring A-Player playbooks from Topgrading; and other advanced business tools he had learned over his career and from his time in YPO. This customized approach allowed him to grow the business rapidly and in 2015 make the Inc. 5000.

Running the business on a complete and custom-tailored system gave Michael the entrepreneurial freedom to eventually exit the business and focus on his true passion: Taking all that his entrepreneurial life has given him, sharing it openly and vulnerably, and in doing so giving it all back as a full-time business guide.

Since 2015, Michael has been a record holding Certified EOS Implementer®, a Certified Scaling Up Coach and a Certified Pinnacle Business Guide. As the only business guide in the US to have simultaneously held all three certifications, Michael shares from his vast knowledge as well as his more than 20 years of experience in the trenches of the entrepreneurial world to help his clients bring their dreams to reality.

Rather than offering a one-size-fits-all solution, Michael guides them in implementing a customized, holistic operating system that can only be done by someone who has lived through it all.

Connect with Michael on LinkedIn and follow Next Level Growth on Instagram.

Tagged With: Aligning People with Profit, Analytics over Instincts, arizona, business coaching, Culture Index, Culture Index Executive Advisor, Elevate Consulting Group, EOS Implementer, Leadership Effectiveness Consultant, Next Level Growth, Pinnacle Business Guide, Scottsdale, Traction in Phoenix

Certified EOS Implementer Jon Deiter EP 12

September 8, 2020 by Karen

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Phoenix Business Radio
Certified EOS Implementer Jon Deiter EP 12
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Certified EOS Implementer Jon Deiter EP 12

On this episode, a coming home of sorts, Kyle and Jennifer welcome Jon Deiter on the show and to discuss how Jon’s previous leadership as CFO and Integrator of MAC6 has made a lasting impact on them and the rest of the MAC6 team. Jon also shared his current work as a Certified Entrepreneurial Operating System (EOS) Implementer.

Jon gave advice on how to successfully tackle key issues organizations may be dealing with and how the EOS process can help organizations adjust to the changing business climate we are all faced with right now. We also explored the overlap of Conscious Capitalism and EOS and how companies who are interested in the philosophy of Conscious Capitalism can use EOS to continue building a conscious company.

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Jon Deiter Solutions, LLC was founded to provide Jon a base for helping business owners achieve all they want from their business. The primary service offered is implementation of the Entrepreneurial Operating System (EOS) which is based on the book TRACTION by Gino Wickman.

Jon’s “Help First” core value, professional training and experience in EOS Implementation and extensive financial management background, provide a unique approach to helping leadership teams break through whatever barriers and challenges they face.

Jon Deiter has over 30 years of experience in leadership roles in a variety of manufacturing, distribution and service businesses that were privately held, family owned entrepreneurial businesses as well as smaller divisions of public companies. He contributed to the success of these organizations by leading strategic planning initiatives, motivating and managing people, and adding financial perspective to the decision-making process through multiple difficult business cycles.

Jon is a CPA (inactive) with an MBA degree in Finance and was Accredited in Business Valuation, but currently focuses 100% of his time as a Certified EOS Implementer. Since 2015 he has followed his passion for helping business owners and leadership teams get a grip on their business and achieve what they want from their business by implementing the Entrepreneurial Operating System® (EOS®) based on the book TRACTION by Gino Wickman

Jon’s career experience, along with experience as both a user and implementer of EOS, give him a robust and unique perspective to follow his passion to Help First.

Connect with Jon on LinkedIn.

ABOUT YOUR MAC6 COMMUNITY CONNECTIONS CO-HOSTS

KyleMcIntoshWith a background in marketing, in various for profit and not for profit companies, Kyle McIntosh wondered, “How can I pair the passion and commitment to community progress of a non-profit with the sustainability and reach of a for profit company?” From this question and perspective a mission evolved to tear down the false distinction between the two sectors and to promote companies with Conscious Capitalism® business models through MAC6.

Kyle is the President and Creative Excitant of MAC6.  Day to day, his main operational role is on the “spaces” side of the business, focusing on creating thriving communities in the commercial office buildings, the co-working space, and the co-manufacturing space.  The other role that he plays is that of EOS implementer, working with clients to bring the Entrepreneurial Operating System, from the book Traction® to their businesses.  Additionally, he sits on the boards of Conscious Capitalism Arizona, telling the stories of good businesses in Arizona, and The Tempe Chamber of Commerce, sustaining Tempe’s quality of life and keeping our community and economy vibrant.

Kyle loves Arizona and wants to see us all collectively find great success based on the awesome things that are happening here every day.

Follow MAC6 on Facebook and Twitter.

Jennifer-BurwellJennifer Burwell, joined MAC6 in 2013. Jennifer is their VP and Director of Programs. She uses her experience in real estate, team development and management to seamlessly integrate each of the MAC6 business units to assure they are all focused on the long-term company vision. She is also a student of human behavior.

As a Certified Professional Behavioral Analyst, she uses her knowledge to facilitate culture-focused leadership programs with organizations of all sizes to integrate the company’s values and create higher-performing teams.

To learn more about MAC6 Communities, call 480-293-4075 or find them on Facebook

ABOUT OUR SPONSOR

MAC6 offers flexible spaces and programs to help your team grow, and a community of thriving businesses, just like yours.  Advocating Capitalism as a Force for Good, MAC6 is Accelerating the shift to Conscious Capitalism (where Purpose and Profit Unite) through Creativity, Collaboration, Community and Change.

 

Tagged With: Culture, EOS, EOS Implementer, strategic planning, Traction

Rob Learn with Trident Cleaners and Brent Stromwall with Odigos

December 19, 2019 by Mike

Gwinnett Business Radio
Gwinnett Business Radio
Rob Learn with Trident Cleaners and Brent Stromwall with Odigos
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Mike Sammond, Rob Learn, Brent Stromwall, Steven Julian

Rob Learn/Trident Cleaners

Trident Cleaners is a residential and commercial pressure washing company with a focus on dumpsters and pads. A properly-cleaned residential trash bin or commercial dumpster is vital for the prevention of bacteria growth, the spread of harmful viruses, as well as repelling against rodents, insects, and other wildlife. A professionally maintained bin or dumpster is critical for providing a safer, healthier, and cleaner community.

Brent Stromwall/Odigos

Entrepreneurs are often too overwhelmed with running their business to plan for what lies ahead, paralyzed with too many options, or lack clarity about which path to take. As an EOS® Implementer with 30-years of business leadership and executive experience, let Odigos help you regain your passion and freedom, and enjoy your journey of leading and growing your business.

Tagged With: dumpster cleaning, eastside medical center, Entrepreneurs, Entrepreneurship, EOS Implementer, gwinnett business, gwinnett business podcast, Gwinnett Business Radio, Gwinnett Business RadioX, gwinnett businesses, gwinnett online radio, gwinnett radiox, odigos, online radio, podcast, Pressure Washing, Radiox, rob learn, small businesses, sonesta, sonesta gwinnett place, sonesta hotel, steven julian, subaru, subaru of gwinnett, subaru radio studio, trash bin cleaner, trident cleaners

E33 Scott Payne with PM Master Prep Tom Wesner with Traction Squared and Chris Spear with Traction Point

July 15, 2019 by Karen

E33-Scott-Payne-with-PM-Master-Prep-Tom-Wesner-with-Traction-Squared-and-Chris-Spear-with-Traction-Point1
Phoenix Business Radio
E33 Scott Payne with PM Master Prep Tom Wesner with Traction Squared and Chris Spear with Traction Point
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E33 Scott Payne with PM Master Prep Tom Wesner with Traction Squared and Chris Spear with Traction Point

Listen to this episode and learn how EOS ® (Entrepreneurial Operating System) and Project Management both can help organizations successfully deliver on Strategic initiatives. We learn about EOS from Chris Spear, Founder of Traction Point and Tom Wesner, Founder of TractionSquared. We also learn about an alternative to traditional PMP certification training from Scott Payne, Founder of PM Master Prep.

Tom and Chris share their stories which include time running successful start-ups, leadership roles within large corporations and now running EOS Coaching businesses. At the core of EOS is the Traction book and the processes within. We also hear the similarities and shared leadership practices of EOS and Project Management. Scott and PM Master Prep are sponsors of Project Management Office Hours and it was great to have Scott share his story. We hear how PM Master Prep came to be and why they have a unique model with the PMP training industry. We also get to hear plans for Scott’s upcoming podcast. ​

Tune in for upcoming shows with Project Management leaders and subscribe to the podcast on Apple Podcast, iHeartRadio, Spotify, Stitcher, Spreaker or your favorite podcast platform! Our next show will be July 18th with guests Roger Haskett and Jessica Kuhn. Thanks to our sponsors PM Master Prep and THE PMO SQUAD. PM Master Prep is offering 20% off all services by using code PMOJOE at checkout on www.pmmasterprep.com.

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PM Master Prep is the world’s only case story focused PMP training company. PM Master Prep both teaches courses and partners with great companies to bolster their PMOs and provide PMP training that not only prepares students to succeed on the exam, but also improves their project management skills. PM Master Prep is offering 2 free online or live-online training seats to their groundbreaking case story focused PMP classes to any organization serious about transforming their PMP training program. Email Scott Payne (Founder PM Master Prep) directly at scott@pmmasterprep.com to receive your 2 free training seats.

Scott-PayneScott Payne has reinvented the process and focus of PMP preparation. Abandoning the traditional memorization focused methods, Scott created an entirely case story focused PMP training method. The power of this method is that it not only helps students learn faster and retain more, but it also drastically improves the student’s skills as a project manager.

Scott has published a best-selling PMP book, The PMP Exam Master Prep Manual, and created the world’s first case story focused video eCourse that flows in the order of a real project. In addition to his book, eCourse, and simulator, Scott leads students to success through focused Live and Live-Online classes weekly.

Connect with Scott on LinkedIn and follow PM Master Prep on Facebook.

Traction Squared coaches / teaches leadership teams how to run on a holistic business system called the Entrepreneurial Operating System® (EOS®). Through EOS, your leadership team will be equipped with a simple set tools to achieve the following:

  1. Vision. First, I’ll help your leaders to get 100% on the same page with a vision for your organization.
  2. Traction®. Your leaders will become self-disciplined and accountable.
  3. Healthy. Your leaders will become an open, honest and cohesive team. From there, as goes your leadership team, so goes the rest of your organization. Your entire company will become crystal clear on your vision.

People at every level will grow more disciplined and accountable in executing your vision. Your company will achieve consistent traction and drive forward as a healthy, functional, cohesive team. Our sweet spot is companies with 10-500 employees, that are open minded, and looking to get more of what they want out of their business. There are no contracts, and our time spent together is 100% guaranteed.

Tom-WesnerTom Wesner is Co-Founder & CEO of Traction Squared, Professional EOS Implementer For over 25 years Tom’s passion has been helping people achieve BREAKTHROUGHS and take their lives to the next level – no matter how successful they already are – in the areas that matter most: doing what they love for work, with people they enjoy, making a difference in the world, being appropriately compensated and having the time to pursue other passions.

Tom has helped many people from a multitude of companies transform their lives and their businesses through his approach to leadership and personal coaching. He’s worked with CEO’s of Fortune 100 companies, CEO’s of Not-For Profit organizations and world class leaders in the entrepreneurial world. Over the past few decade, he’s developed a passion for helping small business owners, entrepreneurial leaders and not-for-profit organizations.

Most of his core strategies for creating breakthroughs have come from his work within really successful businesses. He has learned, applied and modeled the art and science of growing a profitable business from some of the most renowned leaders and businesses in the world. He uses these distinctions to help optimize and grow enterprises to new and more profitable levels.

Connect with Tom on LinkedIn.

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Traction Point helps small and medium sized businesses to Create Success Faster! Every successful business needs an operating system. EOS, The Entrepreneurial Operating System, is a way of harmonizing and orchestrating all the moving parts of your business to help you run a better business and live a better life!

Chris provides professional training to give your team a proven system and the leadership skills they need to take you to the next level! They coach companies that are ready for transformation! You’re not just looking to dabble or pick up a few ideas from a seminar. You are committed to growth. Your team is willing to be open, honest and vulnerable with themselves and the people around them! You’re more afraid of the status quo than you are of change!

Chris-SpearA few years out of college, Chris Spear did something everyone told him was stupid! He walked away from a great job and co-founded a software company. The team “bootstrapped” to $2 million dollars in revenue, a dozen employees, and was acquired in year three by a public company. This launched Chris into roles at a few really big companies.

At IKON/Ricoh, he led sales and marketing process implementation for a field sales organization of over 5000 reps. At Extra Space Storage, a real estate company, he led sales and operations process implementation as the company grew from 300 to over 700 locations. Through all this Chris learned he had a “superpower” for scaling businesses. But he didn’t want to just do something big, he wanted to do something that mattered! This is when he found a growing software company called Infusionsoft. Their purpose “To Help Small Businesses Succeed” was so compelling to him, that he joined them to lead operations and systems as they grew from $50M to more than $100M in revenue.

With a “small business success” fire in his belly, Chris happened on the EOS book “Traction.” He was truly shocked to find that everything he had learned about how to scale a business through years of painful trial and error was there in one harmonious system. Chris was hooked and is now on a mission to help hundreds of small businesses change the world and get more of what they want from their businesses!

Connect with Chris on LinkedIn and follow Traction Point on Facebook.

ABOUT THE 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.

ABOUT OUR SPONSOR

PM Master PrepTM is simply the worlds best PMP® Exam Preparation licensing system. There is no other product available to businesses and independent trainers that can offer the same premium courseware along with the rich feature set of our online exam simulator and study resources.

Our Courseware has been designed to be shorter, easier to learn for students, and easier to teach for instructors. Your students will learn faster, retain more and will pass the PMP exam!

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Tagged With: entrepreneur, Entrepreneurship, EOS, EOS Implementer, eosworldwide, growth, Leadership, PM Master Prep, PMP, PMP Exam, PMP Success, success, The Entrepreneurial Operating System, Traction

BUSINESS SOLUTIONS RADIO with Tom Azzarelli and Jennifer Burwell

January 12, 2018 by Karen

Phoenix Business Radio
Phoenix Business Radio
BUSINESS SOLUTIONS RADIO with Tom Azzarelli and Jennifer Burwell
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BUSINESS SOLUTIONS RADIO with Tom Azzarelli and Jennifer Burwell

Tom Azzarelli has over 35 years of diversified experience working with private companies providing strategic advice on critical business decisions across a broad range of domestic and international disciplines. He has a strong background in financial planning, profit improvement, operations management, acquisitions and divestitures, consolidations and technology.

He has served in a variety of industries including; manufacturing, distribution, consumer goods, specialty chemicals, food processing, tobacco processing, transportation, construction products, commercial steel fabrication, semi-conductor and clean-room operations, software development products, automobile dealerships, equipment leasing, agriculture, and intermediate pharmaceutical industries ranging in size from start-up to $1 billion in revenues.

Tom’s concentrated areas of expertise includes maximizing cash flow, bank and lending relationships, budgeting and cost control, risk management, software selection and implementation. He has negotiated revolving credit loans in excess of $85 million and worked with lenders in restructuring debt of distressed businesses.

His other areas of experience include:

  • Start-ups, turnarounds and reorganization programs
  • Coaching and mentoring accounting and management staff members to excel in performance

He is a trusted advisor with the highest degree of integrity and ethics that partners with CEO’s to accomplish organizational goals together.

He is a licensed New Jersey and Arizona Certified Public Accountant and a Certified Management Accountant, Certified Business Transition Expert and Certified Coach. Tom worked in the Metro NYC market for over 20 years and relocated to Arizona in 2009. He resides with his wife Kathy in Chandler. Tom is also a 4th degree Black Belt Master in Tang Soo Do Korean style of Karate.

B2B CFO was founded in 1987. With over 220 partners in 46 states and 7,000 years of combined experience to assist with every facet of business. In everything they do, they passionately believe in improving the lives of business owners. B2B CFO Partners know that each owner is unique and important to our society. They improve their lives by understanding their goals and removing barriers that get in their way.  

Tom Azzarelli, Partner and Certified Business Transition Expert 
B2B CFO® 
Cell 480.993.4720 | www.tomazzarellicfo.com | www.b2bcfo.com

Jennifer Burwell, joined MAC6 in 2013. She uses her experience in real estate, team development and management to seamlessly integrate each of the MAC6 business units to assure they are all focused on the long-term company vision. She is also a student of human behavior. As a Certified Professional Behavioral Analyst, she uses her knowledge to facilitate culture focused leadership programs with organizations of all sizes to integrate the company’s values and create higher performing teams.

Even the most growth-oriented businesses hit a ceiling at some point in their journey. MAC6  provides the collaborative space and culture-focused leadership programs that push conscious leaders to conquer the complexities and scale their business.

Jennifer Burwell | MAC6 | VP & Director of Programs
 1430 W. Broadway Rd., Suite 201, Tempe, AZ 85282
480.293.4075 
Jennifer.Burwell@Mac6.com
www.MAC6.com
https://www.facebook.com/MAC6Communities/

ABOUT BUSINESS SOLUTIONS RADIO

Business owners are always juggling 136 things at the same time, often working long hours IN the business.  To be able to grow and break through barriers and take advantage of opportunities, they need to find time to work ON their business.  Business Solutions Radio will introduce them to trusted advisors who can provide a wide range of services to meet those challenges and help them get more of what they want from their business and in their lives!  Our message….There is help!

ABOUT YOUR BUSINESS SOLUTIONS RADIO HOST

In 2014, Jon Deiter was working on the leadership team of a company which began implementing the Entrepreneurial Operating System® (EOS®). Jon experienced first-hand the value and power of EOS and its simple tools to establish a clear vision, gain traction toward that vision, and grow a healthy team.

He also came to realize his true motivation and passion ….. to help many more companies achieve great things through implementing EOS!  He was trained as a Professional EOS Implementer and since 2015 has been working with organizations to help them implement EOS.  He offers his implementation/coaching services through his company, Jon Deiter Solutions, LLC.

EOS is a people-centric management system that embodies successful, proven ways of working with people and a team. In addition to company growth and achieving the life you desire, implementing EOS has positive impacts to employees, culture and team health.  

Jon has worked for over 30 years in leadership/management positions in privately held and family owned entrepreneurial businesses as well as smaller divisions of public companies.  He earned an MBA in Finance from Benedictine University in Lisle, Illinois and he has worked as a licensed CPA with Accreditation in Business Valuation and Certified Global Management Accountant.  He has held positions in a variety of industries as Tax Advisor, Consultant, Controller, Vice President, CFO, and President.

His leadership career in manufacturing, distribution and service businesses, along with experience as both a user and implementer of EOS, give Jon a unique perspective to pursue his passion of helping business owners and leadership teams achieve all they want from their business.

Jon is active in the Conscious Capitalism movement and is a founding member and Treasurer of the Arizona Chapter of Conscious Capitalism.  Jon lives in Chandler, Arizona with his wife Julie, having moved to Arizona from Chicago suburbs in 2003.  

www.linkedin.com/in/jondeitereosimplementer
www.eosworldwide.com
www.consciouscapitalismaz.com
Jon’s Direct Line: 480-760-5809

Tagged With: Conscious Capitalism Arizona Chapter, cultured focused leadership, dealing with conflict, DISC, EOS Implementer, exit strategy in business ownership, family owned business advisor, Family owned business exit planning strategies, MAC6, Mac6 Communities, mac6 lunch and learn, mutual accountability, peer to peer leadership, people analyzer, preparing to sell your business, productive conflict, results driven, selling a business, selling a family business, small business exit planning strategies, small business planning expert, start-up accelerator, strategic alliances, strategic partnerships, strategic planning, strategic planning sessions, Tom Azzarelli, value and culture, visionary leadership

The Entrepreneurial Operating System with EOS Implementer Jon Deiter

November 30, 2017 by Karen

Phoenix Business Radio
Phoenix Business Radio
The Entrepreneurial Operating System with EOS Implementer Jon Deiter
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THE ENTREPRENEURIAL OPERATING SYSTEM WITH EOS IMPLEMENTER JON DEITER

Jon Deiter has worked for over 30 years in leadership positions in privately held and family owned entrepreneurial businesses as well as smaller divisions of public companies.  He earned an MBA in Finance from Benedictine University in Lisle, Illinois and he is a CPA with Accreditation in Business Valuation and Certified Global Management Accountant.  He has held positions in a variety of industries as Tax Advisor, Consultant, Controller, Vice President, CFO, and President.

In 2014, Jon was working on the leadership team of a company which began implementing the Entrepreneurial Operating System® (EOS®). Jon experienced first-hand the value and power of EOS and its simple tools to establish a clear vision, gain traction toward that vision, and grow a healthy team

Jon came to realize his true motivation and passion ….. to help many more companies achieve great things through implementing EOS!  He was trained as a Professional EOS Implementer and since 2015 has been working with organizations to help them implement EOS.  He is no longer a practicing CPA and is focusing 100% of his time on his passion.  He offers his implementation/coaching services through his company, Jon Deiter Solutions, LLC.  

EOS is a people-centric management system that embodies successful, proven ways of working with people and a team. In addition to company growth and achieving the life you desire, implementing EOS has positive impacts to employees, culture and team health.  Jon’s leadership career in manufacturing, distribution and service businesses, along with experience as both a user and implementer of EOS, give him a unique perspective to pursue his passion of helping business owners and leadership teams achieve all they want from their business.

Jon lives in Chandler, Arizona with his wife Julie, having moved to Arizona from Chicago suburbs in 2003.

www.linkedin.com/in/jondeitereosimplementer
www.eosworldwide.com
www.consciouscapitalismaz.com
Jon’s Direct Line: 480-760-5809

ABOUT YOUR CO-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 PMO JOE.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 one client at a time.

 

Tagged With: Conscious Capitalism Arizona Chapter, Conscious Leadership, Consious culture, Core Focus, core processes, core values, data component, effective meetings, efficient meetings, Eliances, EOS Implementation, EOS Implementer, EOS Model, Everybody Matters, financial scorecard, Focus Day, Gino Wickman, Global PMO, great meetings, growing a business, healthy business, how to be a great boss, how to be a great leader, how to be a great manager, IDS, issues component, issues list, Kyle McIntosh, leading indicators for successful businesses, Ledership Management and accountabilty Tool, level 10 meeting, LMA Tool, MAC6, management system, marketing strategy, Measurables, Meeting Pulse, people component, PHoenix Zoo, PMO, PMO JOE, PMO Sqaud, PMOJOE, process component, process documentation, Professional EOS Implementer, project management, Project Management 101, project management execution, proven process, Quarterly Collaboration Exchange, rocks, scorecard, Scott McIntosh, solving issues, strategic planning sessions, THE PMO SQUAD, Traction, traction component, traction tools, Vision Building Process, Vision Building Tools, vision component, Vision Traction Organizer, VTO

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