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The Small Business Advisor and ActionCOACH Atlanta

October 21, 2014 by angishields

Midtown Business Radio
Midtown Business Radio
The Small Business Advisor and ActionCOACH Atlanta
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SBA

The Small Business Advisor and ActionCOACH Atlanta

This week I sat down with Karen Bershad, CEO of The Small Business Advisor, and Jeff Smith, Executive Coach for ActionCOACH Atlanta.  They talked about the consulting, coaching, and educational solutions they offer to the small- to mid-sized companies in the Atlanta area they offer that have proven to help their respective clients grow both top and bottom line revenues.  They are able to achieve these successes by helping the small business owner assess and modify their time management, effectively managing the financial aspects of their business, and focused energy on revenue-generating activities that move their clients’ companies forward.

As Certified Pro-Advisors for QuickBooks, The Small Business Advisor provides installation, training and data management on-site or off-site for small- to mid-sized businesses that utilize the QuickBooks suite of tools to manage their finances.  For companies using the installed version of the software, The Small Business Advisors can access their clients’ system and work remotely when needed.  This makes it easy for The Small Business Advisors to diagnose problems and fix them quickly.  They provide a wide variety of services that are specific to the small business, particularly related to the financial functions/reporting for the small business.  The Small Business Advisor is also a client of ActionCOACH Atlanta, utilizing their business and executive coaching services to improve the way they manage and grow their business.

ActionCOACH Atlanta is the place to go to build your successful business or your successful executive business career and take them to the next level.  The firm is comprised of a team of full-time, dedicated business and executive coaches who have demonstrated a high level of achievement in their businesses and careers.  Each coach goes through a rigorous training process to acquire the proven coaching techniques and methods for helping transfer that knowledge to ActionCOACH Atlanta clients.  ActionCOACH Atlanta helps their clients grow and succeed through a combination of educational offerings and regular check-in discussions with their respective coaches.  Their approach helps their clients improve their business acumen and execution through accountability to an agree-upon plan of action(s).  ActionCOACH Atlanta is committed to the community’s economic health and growth and has a goal of facilitating the creation of over 5000 new jobs in the Atlanta area.  To date, their positive results for their clients have added an additional 273 new jobs due to ActionCOACH client growth.  ActionCOACH is so confident in the level of ROI their clients get as a result of engaging with them that they offer a guarantee for their clients that they will see a positive ROI in less than 2 quarters, making it hard to say, “No,” to taking advantage of this resource.

Special Guests:

Karen Bershad, CEO/Founder, The Small Business Advisor  youtube logo  Twitter 16x16  Linkedin

The Small Business Advisor

  • Certified Intuit QuickBooks Pro Advisor
  • Member, North Atlanta Business Association
  • Independent Associate, LegalShield
  • Focus Group Presenter, North Metro Area REIA

Jeff Smith, Executive Coach, ActionCOACH Atlanta  Twitter 16x16  Linkedin  Facebook  google-plus-logo-red-265px

ActionCOACH Atlanta

  • General Counsel/Chief Administrative Officer, ActionCOACH Atlanta
  • Former General Counsel, SVP HR, Worldspan Technologies
  • MBA Strategic Management, Pepperdine University
  • JD, Law, University of California Hastings College of the Law

 

Tagged With: CW Hall, executive coaching, financial consulting, Financial Services Consulting, Karen Bershad, outsourced back office, quickbooks, small business, smallbusinessadvisor.com, The Small Business Advisor

The 3 C’s of a KSU EMBA!

January 18, 2013 by angishields

Global Leader Radio
Global Leader Radio
The 3 C's of a KSU EMBA!
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In this edition of Global Leader Radio, we discuss how an Executive MBA degree will help to  further your goals – both personal and professional.  Cindy Jacoby, Monique LaRue Wilson and Paige Lillard joined host Alvin C. Miles to discuss their experiences and challenges while in the Program and their lives post-graduation. ‘Take Charge’ of your education with an Executive MBA degree!

Here are seven takeaways from our discussion:

  1. Develop and utilize an “ecosystem” of support.
  2. The EMBA Program at KSU builds “Confidence, Capacity and Credibility”.
  3. Your work is more fulfilling when passion aligns with your profession.

  4. The International Residency presents global challenges & will expand your business approach & network.

  5. Knowing how to team will give you an edge in the marketplace.

  6. Unless you take time to reflect, you run the risk of repeating mistakes!

  7. Remove the “Yeah, Buts…”
  8. Leadership is a gift and should be treated as such.

Listen to Cindy, Monique and Paige discuss these points. Then add their ideas to your leadership toolkit. Leadership IS a conversation!

 

Cindy Jacoby / Founder, BizHelp Consulting

Cindy Jacoby is an entrepreneur and executive coach who is dedicated to making the workplace a collaborative, engaging and productive place to be. Cindy is a certified coach with BizHelp Consulting, a company she founded and has been coaching for over six years at the executive and managerial levels. Cindy is a certified professional behavior analyst and offers numerous workshops including The Art of Feedback and Sales Success using the popular DISC assessment.

With special experience working with teams, Cindy is currently a teaming coach supervisor with the Executive MBA Program at Kennesaw State University, supporting 8 coaches and 10 teams. She was recently appointed to Coles College of Business Advisory Board at KSU and the Pace Academy Alumni Board.

Cindy Jacoby has been a successful healthcare business professional and sought-after speaker with expertise in management, operations and sales. Most recently, she was the vice president of sales at Medical Electronic Attachment, Inc. (MEA) where she focused on attracting new clients and penetrating existing markets through business development.  Cindy had been with NEA/MEA since the spring of 2007, where she started as operations manager, and quickly advanced to director of payer relations.

With her extensive business knowledge and healthcare industry experience, Cindy is a regular speaker at business and national healthcare conferences. She has been asked to participate in panel discussions at electronic data interchange (EDI) conferences, such as the National Dental EDI Council annual conference, where she also serves on the board of directors. She is a regular featured speaker at the Coles College of Business at Kennesaw State University.

Before embarking on her business career, Cindy spent 17 years in education holding titles of Director of Alumni Affairs, Director of Summer Programs and High School Guidance cCunselor. She holds an Executive Master of Business Administration  degree from Kennesaw State University, a Master of Education degree in Counseling  from University of West Georgia and a Bachelor of Arts degree in Psychology  from University of Georgia.

Contact Cindy: (404) 435-9218, cindy.jacoby@bizhelpconsulting.com

 

Paige Lillard/ VP Business Excellence, Turner Broadcasting System

Paige Lillard is responsible for the development and attainment of organizational strategies within fifteen business units worldwide including CNN Operations. Key emphasis is placed on developing and supporting high performance leadership teams, balanced strategy development, customer and employee focus, and business process optimization. Paige has extensive experience with the Malcolm Baldrige Framework for Performance Excellence and is a three year veteran of the Board of Examiners governed by the National Institute of Standards and Technology (NIST) under the US Secretary of Commerce.

Paige holds an MBA from the Executive MBA Program at Kennesaw State University, a Bachelor of Arts in Radio and Television Communications from Hofstra University, and is a member of Beta Gamma Sigma national honor society of business schools. She is also a Senior Member of the American Society for Quality and recent participant in Harvard University’s Women’s Leadership Forum on International Business Expansion and Change Management.

Paige’s volunteer efforts include her work as founder and president of the Georgia Center for Performance Excellence, and Co-chair of Kennesaw State University’s Executive MBA Advisory Board.

Turner Broadcasting System, Inc. (TBS, Inc.), a Time Warner company, is a major producer of news and entertainment product around the world and the leading provider of programming for the basic cable industry. TBS, Inc. is based in Atlanta, GA, and employs more than 9,000 people worldwide. Many are familiar with TBS, Inc.’s groundbreaking network, CNN, one of the world’s most respected and trusted sources for news and information. TBS, Inc. is also home to familiar entertainment networks such as TBS, TNT, Cartoon Network, Turner Classic Movies, Adult Swim and truTV.

Contact Paige: (404) 827-1700, paige.lillard@turner.com

 

Monique LaRue Wilson / CEO of Monique Marketing, Inc., Founder of MOSONATION LLC.

Monique Wilson is a highly creative and innovative small business and nonprofit organization and program development consultant. Efficient in developing new programs and strategic events that create opportunities for growth and expansion (board, sponsorship, operational and event conceptualization) development. Over the past 11 years have been instrumental or directly responsible for managing, implementing and executing strategic business initiatives for small businesses and nonprofits. Creator and Founder of the MOSO (Micro Owner-Solo Owner) Nation, a media company created to connect, motivate and educate micro and solo business owners with editorial content in print, online, broadcast mediums, and uniquely created special events that fuel aspirations.

Author of a new book titled Cultivate Critical Connections: A Guide for Creating Genuine Relationships is designed for college bound students and young adults who are at the start of building authentic relationships. I teach my readers how to nurture, evaluate, and sustain their connections in an easy to recall process called the 3C-Technique. I explain that their personal and professional growth depends on their original intention for developing relationships and that the benefits of those critical relationships can be the springboard to meaningful. Visit www.moniquelarue.com for more information.

Monique holds a bachelor’s degree in Marketing from Morris Brown College and a Master of Business Administration degree from the Executive MBA Program at Kennesaw State University.

Contact Monique: (404) 921-4165, Monique@moniquelarue.com

 

Which Book Has Most Impacted Your Leadership Ability?

 

Cindy:

 

Paige:

 

Monique:

Tagged With: confidence, constructive feedback, consulting, Cultivate Critical Connections, educate, EMBA, executive coaching, fear, feedback, global leader radio, global leadership, GLR, Highlight, Kennesaw State University, KSU EMBA Program, Leadership, learning, Malcolm Baldrige Framework for Performance Excellence, Monique L. Wilson, MOSONATION LLC., Overcome FEAR, Paige, Paige Lillard, partnerships, perception of competence, performance, Servant Leadership, Social Media, strategic alliances, strategic partnerships, teaching, teaming, teaming coaches, teams, The perception of competence extends far beyond performance, Turner, Turner Broadcasting System, values, virtues

Is the Perception of Your Competence Under Your Control?

December 6, 2012 by angishields

Global Leader Radio
Global Leader Radio
Is the Perception of Your Competence Under Your Control?
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In this edition of Global Leader Radio, we learn the perception of our competence should not be left to chance.  Legacy Executive Benefits LLC’s David Harper & Denise Chisolm and Your SweetSpot’s Dr. Kym Harris joined host Alvin C. Miles as in studio guests to discuss their experiences, and share their wisdom & tips to improve how others perceive YOUR competence.

Here are seven takeaways from our discussion:

  1. The perception of competence extends far beyond performance.
  2. FEAR is wasteful.

  3. Raise your “relational” capital.

  4. Give AND seek behavior-based BET™and BEAR™ feedback.
  5. Combining a unique EMBA experience with a diverse professional background provides the confidence to take on new assignments outside your comfort zone.

  6. To “manage your margin”- carve out time in your day to organize, prioritize & reflect.

  7. “Wherever I go, I follow myself!”

Listen to Denise, David and Dr. Kym as they discuss these points, then add them to your leadership toolkit. Leadership IS a conversation!

Denise Chisolm / Director of Fiduciary Management, Legacy Executive Benefits, LLC

Denise A. Chisolm has in-depth knowledge and experience in compliance after serving several years in various roles within the Broker Dealer and Registered Investment Advisory communities.  She served as a Compliance Office, trainer, and has experience in SEC, FINRA and DOL audits.

Ms. Chisolm began her career in recruiting at FSC Securities, an Atlanta-based Broker Dealer, where she proactively recruited Registered Principals within the Northern, Mid-West and Western regions. Within the first six months in the industry, she successfully acquired the FINRA General Securities, Investment Advisor and Registered Securities Principal licenses.

Ms. Chisolm has a Bachelor of Science degree from St. John’s University with a concentration in Criminal Justice and Psychology and a Master of Business Administration in Marketing. She is a frequent volunteer with Northpoint Ministries, and has recently begun volunteering with MUST Ministries.

Contact Denise: (770) 232-0303 ext. 1176, dchisolm@lebllc.com

 

David Harper / President & CEO, Legacy Executive Benefits, LLC

Since 1978, David Harper has worked with companies in the design and implementation of executive benefit plans providing both qualified and nonqualified plan solutions. In 1999, Mr. Harper, along with Bill Straub, founded ERI Advisors, LLC in Atlanta, Georgia, a consulting firm dedicated to providing executive benefit solutions to large private and public companies. In April 2003, ERI Advisors was selected to become an affiliate firm of Retirement Capital Group (RCG), and in 2004, became one of their Regional Offices; RTG Southeast, until January 2011.  In January 2011, Mr. Harper and Mr. Straub founded Legacy Executive Benefits, LLC.

He is a graduate of Davidson College, where he was a Division I quarterback ranked 3rd nationally in passing. David has served on the Board of the Good Samaritan Health Center and currently serves on the Metro Atlanta Urban Young Life Board.  He and his wife, Anne, authored the book “Light Their Fire for God” (developing virtues in your children) published by Moody Press and released 2001.

Contact David: (770) 232-0303 x1178, dharper@lebllc.com

 

Dr. Kym Harris / Founder and CEO, Your SweetSpot Coaching & Consulting, LLC

Dr. Kym Harris says the mission of Your SweetSpot™ is to strengthen the leadership effectiveness and boost the executive success of leaders in corporate, academic, and non-profit organizations through one-on-one coaching, group coaching, and customized development experiences.

Dr. Harris is a Board Certified Coach that specializes in Executive Coaching, Career Management Coaching, and Life Coaching.   She is well known for her action oriented coaching model, which is grounded in self-efficacy, personal accountability, the pursuit of authentic relationships, and value based decision-making.

Dr. Harris’ 27-year career in Human Resources and Talent Development represents experience in the public sector (Florida Department of Transportation), higher education (University of Miami and Emory University), and two corporate organizations (The Home Depot and Cox Enterprises -Manheim).  In her last corporate role as Sr. Director of Employee & Leadership Development and Training, Dr. Harris led Manheim’s corporate University, which included the development and delivery of enterprise wide and business critical training, leadership development, mentoring programs, talent reviews and succession planning, and management trainee programs.

Dr. Harris serves on two boards.  Emerge provides scholarships to support women who have demonstrated a deep commitment to both reaching their educational goals and giving back to their communities.  The Women Employment Opportunity Program (WEOP) is committed to the mission of promoting the economic advancement of women with technology-based solutions, tools, training and business opportunities to advance economic sustainability.  She also serves as a mentor in the Spelman Coca-Cola Leadership Mentoring Program.

Dr. Harris holds a Bachelor’s degree in Psychology from Rutgers University, a Master’s degree in Business Administration with a concentration in Human Resource Management from Nova Southeastern University, and a Doctorate degree in Organizational Leadership from Argosy University.  Her doctoral research explored the impact of the glass ceiling on the career strategies of African American women in middle management positions of corporate America.

Contact Kym: (770) 918-0981, drkym@liveinyoursweetspot.com

 

Which Book Has Most Impacted Your Leadership Ability?

Denise:

 

 

David:

 

 

Dr. Kym:

Tagged With: constructive feedback, consulting, David Harper, Denise Chisolm, Dr. Kym Harris, educate, EMBA, executive coaching, fear, feedback, FindingYourSweetSpot, global leader radio, global leadership, GLR, Highlight, KSU EMBA Program, Leadership, learning, Legacy Executive Benefits, Overcome FEAR, partnerships, perception of competence, performance, Servant Leadership, Social Media, strategic alliances, strategic partnerships, teaching, teaming, teams, The perception of competence extends far beyond performance, values, virtues

What is the ROI of a KSU EMBA?

October 11, 2012 by angishields

Global Leader Radio
Global Leader Radio
What is the ROI of a KSU EMBA?
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In this edition of Global Leader Radio,  four successful leaders join host Alvin C. Miles to discuss how choosing Kennesaw State University’s Executive MBA provided them with an excellent ROI (return on their investment), both personally and professionally.

David and Richard DeSantis / Co-Founders, Owners,  Peace Love & Pizza

Dave and Rich DeSantis are 2008 graduates of The Coles College EMBA Program at Kennesaw State University.  They started their first pizzeria, All Star Pizza and More, in 1996 after finishing undergraduate degrees in Florida.  Dave worked as National Director of Training for The Wing Zone Franchise Corporation and Rich worked as International Management Consultant with Alexander Proudfoot Consulting.  Dave and Rich are currently the co founders and operators of Peace Love and Pizza in Kennesaw.

Dave and Rich are both proud fathers of two daughters each and Rich also has a son.  Dave and Rich reside in Marietta.

Contact Dave & Rich: (770) 792-8989, peaceloveandpizza@gmail.com

Mike Seymour/ COO, Postec, Inc.

Mike Seymour serves as COO for Postec, Inc. a leading reseller of top of the line POS Systems delivered with a broad range of innovative security and support programs.  In his role, Mike directs the sales, service and installation operations as well as managing the accounting, human resources, information technology, and marketing operations for the company.

Mike joined Postec in 1987 as the startup company’s first service manager; he has since served as its Director of Professional Services, Sales Manager and Atlanta Branch Operations Manager and CFO.

Mike currently serves on the board of directors of the Retail Solutions Providers Association and the board of directors for the Georgia Restaurant Association’s  Political Action Committee.

Mike is a 2011 graduate of the Executive MBA program from the Coles College of Business at Kennesaw State University and is certified by the Coles College of Business as a M&A professional.

Contact Mike: (678) 424-4000, mseymour@postec.com

Winston Wilson/ Director of Sales, First Data Corporation

Winston Wilson is the Director of Sales for First Data Corporation with over fifteen years of experience in the merchant processing industry.   He has held positions in sales, operations, and training.  He has had an active role in many First Data strategic and developmental relationships in his tenure with the company.  Winston currently leads several sales team in the Atlanta area with responsibilities involving business development, project leadership, and bottom line results.

Winston is an active leader in Atlanta, currently serving as board chair for YES!Atlanta.  Before that he served as board member and secretary.  YES!Atlanta works with youth between adolescent and high school ages by enrolling them in programs that help to transform their lives and assists them with graduation.   YES! has developed a signature event each year called the “Night of Lights” which focused on community involvement and recognition.

Winston grew up in Long Island, New York in which he graduated from Roosevelt Jr. Sr. High School and went on to earn a Bachelor of Science degree in communications in 1991.  He graduated with an MBA from KSU’s EMBA program in 2007.  Winston is married with one son and lives in Cobb County, Georgia.

Contact Winston: (404)547-8015,  w.wilson@firstdata.com

Which Book or Publication Has Most Impacted Your Leadership Ability?

Dave DeSantis:

 

Rich DeSantis:

 

Mike Seymour:

 

Winston Wilson:

 

 

Tagged With: executive coaching, Executive MBA Program, goals, Kennesaw State University's Executive MBA Program, KSU EMBA, Leadership, return on investment, ROI, teaming

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