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Life And Money E18

March 23, 2021 by Karen

Phoenix Business Radio

Life And Money E18

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Life And Money E18

Are you living the life you dreamed of or wishing for more? Are you dreaming about the day you get to retire? Have you struggled with finances? If so, then check out this episode of Collaborative Connections Radio Show and Podcast.

Host, Kelly Lorenzen was on-air with featured guests Doni and Larry Smith with Love and Money Hacks and Teresa Kuhn with Living Wealthy Financial. If you are looking for tips on saving for retirement, financial freedom, or ways to create a stream of passive income, then this episode is worth the listen.
So many great tips and resources were shared by all.

Collaborative Connections Radio Show and Podcast is sponsored by KLM Consulting, Marketing and Management.

As trainers, motivational speakers and authors, Doni and Larry Smith with Love and Money Hacks help people achieve financial freedom and communicate effectively with their partner… changing the world one hack at a time!

Have you ever struggled with money, or had relationships that leave you feeling empty? It is easy for us to understand because we have been there! We are not strangers to financial burdens and struggles!

We have had massive credit card debt, a car repossessed and borrowed money from one credit card to pay the minimum payment on another credit card. Larry even filed chapter 7 bankruptcy in 1989. We have been married and divorced. So, we know what it is like to struggle as well.

We have taken our “former lives” and transcended them into “new lives”. It all started when we became self employed! It was one of the best decisions we have ever made. It was such an honor to be inducted into the millionaire‘s club in our business after earning our first million in less than five years. Today the only debt we have is our mortgage and RV, and our net worth is in the millions!

We have been featured in numerous books, magazines, on radio talk shows, and on TV. Larry has even been featured on Fox Business News for his financial success!

Good judgment comes from experience, but experience comes from bad judgment. So, we must make mistakes in life, to learn lessons, so that we grow into what we want to become. But what if you did not have to make the same mistakes we did? What if you could bypass the mistakes because you got the education from someone who has been there?

We have been coaching and training individuals, families, and businesses for over 25 years AND we want to help YOU! Our financial education and relationship development will help YOU have a better quality of life if you follow our advice. It will SAVE you a tremendous amount of money, by providing the financial education that everybody needs and also how to improve your relationships!

We will provide lessons to you that are simple to understand and implement, and the results can be LIFE CHANGING! We look forward to helping you live LIFE the way it was meant to be lived!
~Doni and Larry Smith

Follow Love and Money Hacks on LinkedIn, Facebook, Twitter and Instagram.

Living Wealthy Financial Group – We are financial wealth and retirement income strategists tired of seeing ordinary Americans having their wealth eroded needlessly. So many so-called financial experts continue to push worn-out, ineffective systems and methodologies that simply don’t work in the 21st Century.

Business owners, individuals, and families are confused and misinformed when it comes to how best to build their financial cornerstones. Using the unique cornerstone of Bank On Yourself, we help our clients take charge of their own money and liberate themselves from bondage to conventional financial wisdom that no longer works in the modern economy. Through proven and time-tested safe money strategies, we provide creative solutions that enable clients to remain financially sound through every life event.

Teresa Kuhn, a respected financial educator, best-selling author, and strategist; is passionate about ensuring that her clients have the tools they need to survive a changing economy.

Her diverse educational and life background, including experience as an attorney, financial advisor, and entrepreneur, makes Teresa uniquely qualified to assist individuals, families, and business owners in designing blueprints for financial and professional success. She has counseled thousands of individuals, families, and business owners across the nation, helping them how they can avoid exposing their wealth to the eroding factors such as taxes, inflation, and Wall Street losses.

Teresa lives in Austin with her husband, David, and her son, Keating. After graduating with degrees in finance and law, Teresa became a Registered Financial Consultant and Certified Senior Advisor. She is also a member of the National Association of Insurance and Financial Advisors, the Financial Planning Association, and the National Academy of Best Selling Authors.

Teresa is also active in the community; she is the Past-President of the Jackson Township Rotary Club (first female and youngest person to hold that position), graduate of Leadership Stark County.

Follow Living Wealthy Financial Group on LinkedIn and Facebook.

About Collaborative Connections

Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business. She hopes to build a stronger community one show at a time.

About Our Sponsor

KLM Consulting is a business concierge and project management firm. They help small business owners and non-profits build, brand and brag about their businesses.

About Your Host

Kelly Lorenzen, CEO of KLM Consulting, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM Consulting on Facebook.

Frazier & Deeter’s Business Beat: Grant Edwards and Kevin Carlson, TechCXO

December 16, 2020 by John Ray

Business Beat

Frazier & Deeter's Business Beat: Grant Edwards and Kevin Carlson, TechCXO

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Frazier & Deeter’s Business Beat: Grant Edwards and Kevin Carlson, TechCXO

Grant Edwards and Kevin Carlson of TechCXO are more than just “interims-for-hire” filling a role. As a fractional CFO and fractional CTO, respectively, Kevin and Grant become a part of their respective clients’ teams to bring seasoned executive knowhow and collaboratively drive impactful solutions. They joined host Roger Lusby on this edition of “Business Beat,” presented by Alpharetta CPA firm Frazier & Deeter.

TechCXO

TechCXO provides companies with on demand executives. TechCXO was founded on the premise that high potential companies can greatly benefit from proven, interim executives who they otherwise may not be able to access due to cost, availability or because they do not necessarily need them full time. Our purpose is to provide the best executive talent available… on demand.

Grant Edwards, Partner, TechCXO

Grant Edwards is a hands-on, results-driven executive with expertise in finance operations, SEC reporting, corporate governance, and strategic planning. Grant has been the CFO for multiple early stage companies, many of which of had successful exits. These include an energy company that grew from inception to over $70 million in annual revenues, an entertainment and theatre company, a durable medical equipment company, a receivable factoring business and an executive travel company.

His Big 4 CPA experience includes positions with Deloitte & Touche and Arthur Andersen. He also served as Senior Director of SEC Reporting and Corporate Controller for Shinogi & Co. (formerly Sciele Pharma) where he launched all initial accounting policies and procedures, designed to shepherd the company through a period of massive growth, from $100MM to over $500MM in annual revenue. He effectively managed a team of 32 employees and a full spectrum of corporate finance functions, including general ledger, accounts payable, accounts receivable, payroll, financial reporting (internal and external) and revenue recognition.

As Vice President, Corporate Controller & Treasurer for Harbinger Group, Inc., Grant managed all finance, accounting, and treasury functions for this NYSE-listed BDC/Holding Company/Private Equity company, while contributing additional service as an active member of the Disclosure, Pension and 401K Committee.

Grant is also an adjunct professor for accounting at Georgia State University.

Kevin Carlson, Partner, TechCXO

Kevin is a veteran technology executive with a unique combination of technology expertise and business acumen. A four-time CTO of both services and product companies, he has worked with numerous organizations across various industries in technology leadership and executive-level roles in North America and Europe. He is also a technology thought-leader, with in-depth working knowledge of current technologies such as mobile application development, AI, predictive analytics, privacy, security, and technical architecture.

Serving as fractional CTO for a number of companies, he is an expert at helping clients leverage technology effectively and manage the change inherent in the technology world. Seeing companies transform through the thoughtful application of technology solutions has been a career-long goal. Throughout his career, Kevin never lost the desire to code and prototype solutions . He believes that in order to gain a full understanding of how things work, it’s necessary to get into the details and determine how they apply to solving a business problem. Equally as rewarding as helping business strategize and plan on technology solutions, he still likes get in the trenches with software engineers and work through making a system more performant or find an elusive bug.

A founder of multiple startups, he stays active in the startup community by mentoring founders and providing technology leadership. He is currently a mentor for The Farm, Comcast’s Accelerator located in Atlanta, GA.

Among Kevin’s career highlights he is serving or has served as:

Board of Advisors, ChartSpan Medical Technologies – As an advisor to Chartspan whose flagship product is a first of it’s kind, fully automated personal healthcare record management system that operates on a mobile platform. Chartspan allows an individual to take ownership of their personal health information, manage the information for an individual or entire family and control which healthcare providers receive the information.

Vice President of Development, DataFinch Technologies – Led and managed development teams for three products, mentoring and fostering collaboration between team members in development, user experience, quality assurance, project management, and technical writing. Responsible for helping set technology strategy, working with product management to prioritize effort, and ensuring the timely delivery of quality software.

CTO/CSO, Optaros – Set technology direction and strategy for world-class digital agency focused on eCommerce for B2C and B2B. Responsible for global technical resource pool and for working with partners and clients to set eCommerce technology strategy.

CTO, Verteris – Chief Technology Officer for firm that provides software and information services to legal and financial services organizations.

CTO, Delivery Services, Viant – Responsible for technical strategy and direction for Viant in all areas of the company. Key responsibilities include business development, enterprise marketing, recruiting, service model development, and other broad ranging managerial duties within the technology community. Responsible for the management of over 500 technology staff members in 8 offices worldwide.

Founder & Managing Partner, Advanced Systems Group – Founded and managed a technology focused consulting firm that provided focused services to companies developing software either for internal use or the retail market. Flagship clients include: IBM, Peachtree Software, Equifax.

In addition, Kevin is a published writer, songwriter, blogger and speaker. When he isn’t busy helping his clients, he is active in the music industry and voting member of NARAS. Several of his original songs have been licensed for TV shows and he actively writes and records new music.

Kevin received his Bachelor of Science degree from Georgia State University; and completed executive education studies in Leadership in Professional Services Firms from the Harvard Business School.

Read more of Kevin’s insight at his blog: FractionalCTO and on Twitter @thatcarlson.

Company Website

Company LinkedIn

Grant Edwards LinkedIn

Kevin Carlson LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn
Facebook
Twitter

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

Franchise Marketing Radio: Roger Lewis with CMIT Solutions

February 14, 2020 by angishields

Atlanta Business Radio

Franchise Marketing Radio: Roger Lewis with CMIT Solutions

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Roger Lewis is the CEO of CMIT Solutions, LLC. He is responsible for guiding CMIT’s strategy. Roger joined CMIT Solutions in June 2019 after successfully starting two other technology businesses.

Before joining CMIT Solutions, Lewis co-founded AllianceTech, a meeting and events technology provider of onsite solutions. There, he led sales and marketing, taking the business from zero to $12 million-plus in bookings. In 2015, industry leader Cvent took notice and acquired the company, adding onsite solutions to its product portfolio.

Under Cvent, Lewis continued to propel the business forward with onsite solutions proving it to be one of the fastest growing product lines of the company. Prior to AllianceTech, Lewis co-founded an IT services company and successfully grew it to $8 million in annual sales before selling it to an organization out of New York.

Roger is an honors graduate from Louisiana Lafayette holding a Bachelor of Science in Computer Science. After graduating, Roger began his career with IBM.

Follow CMIT Solutions on LinkedIn, Twitter and Facebook.

What You’ll Learn in This Episode

What is CMIT Solutions?
Can you describe CMIT Solutions’ history?
Who is the ideal CMIT franchisee?
What are the benefits of being a CMIT franchisee?
What kind of clients does CMIT serve?
Why is having someone like CMIT important for small and mid-market businesses?

Eddie Davis with FINSYNC, Kristin Pugh with FPA of Georgia and J.R. McNair with The Velocity Company

September 16, 2019 by angishields

Atlanta Business Radio

Eddie Davis with FINSYNC, Kristin Pugh with FPA of Georgia and J.R. McNair with The Velocity Company

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Eddie Davis has a passion for the future of business technology. He enjoys studying and providing feedback on new applications as well as writing for publications on topics including FinTech, AI, Blockchain, E-Commerce, Millennial Business and other emerging technology trends.

In his role as Vice President at FINSYNC, Eddie has the great pleasure of introducing the cloud financial platform to forward thinking partners ranging from financial institutions to accounting, advisory, payment and others parties interested in facilitating better business through automation and analytics advances.

FINSYNC’s intuitive online tools help automate payments and accounting, and provide valuable insight through cash flow analysis. The lending network gives businesses access to fast, affordable financing. FINSYNC’s virtual community of specialists provides unrivaled support with bookkeeping, accounting, human capital management, financial analysis and corporate strategy.

Follow FINSYNC on LinkedIn, Twitter and Facebook.

Kristin M. Pugh, CFP® is one of the youngest female wealth advisors at TrueWealth Management – a nationally recognized wealth management firm in Atlanta, Georgia. She serves her clients with exceptional service centered around mindful goal-oriented planning and strives to help them meet and exceed their goals. Kristin is a leader in the firm and has been instrumental in the creation of a world-class training program, career path progression plan, and a professional development program.

After graduating from Florida State University in 2005, Kristin started a position at Oppenheimer & Co. Inc. as a broker’s assistant and worked her way up to a Senior Financial Associate in 2 short years. In 2012, Kristin came to work for TrueWealth Management, achieved her CFP® designation in 2013, and now serves as a Senior Wealth Advisor.

Outside of TrueWealth, Kristin is passionate about the financial education of those in her community. As Director of Community Outreach and Pro Bono Planning for the Georgia chapter of the Financial Planning Association (FPA)®, Kristin regularly organizes pro bono events and finds great joy in counseling Metro Atlanta and surrounding communities’ citizens on financial matters. In addition to this, Kristin has had the opportunity to work side-by-side with the CFP Board in the exam creation process. They have invited her to not only write exam questions but also review the final exams before they are administered to CFP® candidates.

In her spare time, you can find Kristin bargaining for deals at one of Georgia’s fantastic antique malls or taking a yoga class with her husband, Will, who is a certified yoga instructor.

Connect with Kristin on LinkedIn.

Over a 17 year period J.R. McNair and his team have assisted over 6,400 small businesses and startups. J.R. McNair is the Founder of The Velocity Company, a management company with focuses in consulting, media, events and technology.

Mr. McNair is also the Founder of Small Business Day, the nation’s largest startup launch event as well as the Velocity Accelerator. As an active philanthropist J.R. has led the charge across the southeast through his non profit organization, The Georgia Crowdfund, to help improve local entrepreneurial ecosystems.

Connect with J.R. on Twitter and Facebook.

Customer Experience Radio Welcomes: David Poole with Bank of America and Merrill Edge

July 18, 2019 by angishields

Atlanta Business Radio

Customer Experience Radio Welcomes: David Poole with Bank of America and Merrill Edge

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Aren’t we all really in the customer experience business? During the 20+ years in residential real estate and corporate relocation, the #1 cornerstone of Jill’s business has always been the experience she and her team delivers. Little did she know that this strategy that would become a leading best practice for the world’s greatest businesses to survive in the future. This inspired Jill to interview big business as well as top CX professionals who are leveraging strategies to deliver a superior customer experience, and to share their stories with the business community at large. Join Jill every third Wednesday at 10AM at CXRadio.online.

David R. Poole and his leadership team help ensure that Merrill Edge is providing an industry-leading client experience and delivering investment solutions based on clients’ needs and priorities. David is focused on delivering a best in class client experience across all channels. He leads the design and execution of client treatment and relationship deepening strategies that drive client satisfaction, acquisition, and retention. Key areas of focus include developing advanced technology infrastructure, streamlining of processes and procedures and enhancing the associate experience.

In addition, David is responsible for promoting a culture of strong risk management via oversight of Business Supervision and Controls. Prior to joining Bank of America in 2013, David held various senior leadership roles across sales and service at E*Trade over a 14 year period. His most recent role at E*Trade was Vice President of Customer Service where he led all domestic and international service, quality assurance, service to sales, and workforce management groups. He also served as the enterprise client experience lead. David holds an MBA degree from University of Georgia as well as a Bachelor of Social Sciences degree. He received a Certificate of Financial Planning from Florida State University and holds Series 7, 63, 24, and 4 FINRA registrations.

About Your Host

Jill Heineck is a leading authority on corporate relocations, and is highly sought after for her real estate industry acumen and business insights. As a published author, frequent panelist and keynote speaker, Jill shares her experience and perceptions with people from around the globe.

Jill is a founding partner of Keller Williams Southeast, established in 1999, and the founder and managing partner of Heineck & Co. Her real estate practice specializes in corporate relocations, individual relocations, luxury residential, and commercial properties. Jill’s analytical approach to problem-solving, along with her expert negotiation skills and sophisticated marketing, deliver superior results to her clients. Her winning strategies and tenacious client advocacy have earned her a reputation for excellence among Atlanta’s top producers.

While Jill has received many accolades throughout her career, she is most gratified by the personal testimonials and referrals she receives from her clients. Jill’s unwavering commitment to the customer experience, and her focus on the unique needs of each client, serve as the foundation of her success.

Follow Jill Heineck on LinkedIn.

Lisa Hullinger with Campus Advisers Jessica Corral with Headfarmer and Special Guest Co-Host Stephanie Angelo

May 1, 2019 by Karen

Phoenix Business Radio

Lisa Hullinger with Campus Advisers Jessica Corral with Headfarmer and Special Guest Co-Host Stephanie Angelo

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Lisa Hullinger with Campus Advisers Jessica Corral with Headfarmer and Special Guest Co-Host Stephanie Angelo

Campus Advisers has been a leader in the field of college planning since 2001. We are proud to have helped more than 4,000 families recognize and afford the best college match, i.e. not borrowing your future!

We focus on “THE COLLEGE MONEY TALK?” because there are some conversations that are hard for families to have.

The reality is that every parent wishes they had more saved and started saving earlier. You don’t want to let your kids down. That is every parent’s worst fear. You are not alone!

Having a realistic money conversation as a family will keep hearts from being broken and ensure that your student graduates with manageable student debt, without robbing mom and dad’s retirement or delaying your student’s adult decisions such as travel, cars, houses, marriage, and family.

IT STARTS BY KNOWING YOUR SCORE!

Lisa Hullinger is a College Planning Specialist and the primary contact for Campus Advisers. She has been with Campus Advisers since 2012. As a University of Arizona alum and mother of two college-aged daughters, Lisa is a beneficiary of the Know Your Score process.

In addition to working with students and their families throughout the college journey, Lisa also assists individuals in choosing their best Medicare and Long-Term Care insurance options. She’s been a licensed agent since 2008.

In 2017, she launched Campus Realities, a 501(c)(3) non-profit organization. Campus Realities was formed out of necessity to be the source of awareness and education around the $1.5 trillion of growing student debt. Our goal is to help students and their families make better college and loan decisions before they are capsized with unforgivable debt that cannot be discharged. As President, Lisa manages the daily operations as well as any fundraising activities.

Follow Campus Advisers on LinkedIn, Twitter and Facebook.

Headfarmer is a local boutique recruiting firm that specializes in Finance and Technology, placing both direct hire and contract roles within the greater Phoenix area.

Jessica Corral is a Partner and Founder at headfarmer, bringing over 20 years of recruiting experience. She started her career in New York City recruiting for Wall Street professionals.

In 2000, she moved to Phoenix where she spent seven years working for one of the largest Accounting and Finance recruiting firms in the nation. She co-founded headfarmer in July of 2011 and thus began the mission to exceed recruiting industry standards and focus on how to be of genuine service to people.

Jessica is passionate about giving back to the community and making a difference. She has chaired local non-profit board positions, is always donating her time to helping people both personally and professionally, and enjoys expanding her network by building relationships with quality people who also put service ahead of all personal goals.

She has served as a trusted advisor to major employers and leaders in the greater phoenix metropolitan area….and she LOVES every minute of it.

Follow headfarmer on LinkedIn, Facebook and Twitter.

Stephanie Angelo is a Mastermind group leader for enterprising people in a range of industries, from recruiters and marketers, wealth advisors, and commercial interior designers. She helps entrepreneurs and solopreneurs grow and build their own businesses, increase sales, revenue and market share.

She has a unique knack for connecting people and creating collaborative relationships that result in measurable growth. She’s sought out for mastermind group membership so people, and their business, can benefit from her skills.

She is innovative and creates teams that make more money, blow away the competition and have better businesses as a result.

Stephanie has been a management expert for over 30 years and is experienced in dealing with people and their challenges including individuals who are dealing with crisis. She’s experienced in managing group dynamics, individual coaching and is skilled in diffusing emotional conflict and looking for consensus.

She knows a lot about goal achievement and takes that skill to her Masterminds. In 2014 she co-created the first-ever board game to address domestic violence – OUTrage™ – A Game to Recognize and Change Abusive Behavior. Stephanie co-wrote the true crime memoir Serrated. She has won several awards for her work.

Stephanie is a professional member of National Speakers Association and on the Board of NSA-AZ. She is also a member of Society for Human Resource Management. Stephanie was named a Finalist in the Best Entrepreneur – Service Businesses – Up to 100 Employees category for the 2011 Stevie Awards for Women in Business.

She has dual US and EU citizenships and is able to travel and work world-wide.

Ian and Kris Varley with Eagle Business Credit

October 16, 2018 by angishields

CEO Exclusive Radio

Ian and Kris Varley with Eagle Business Credit

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On this CEO Exclusive we talk with Ian and Kris Varley with Eagle Business Credit about trends in the the credit and finance market.

Ian Varley is CEO of Eagle Business Credit, a Woodstock, GA based factoring company that specializes in providing working capital solutions for small businesses. He has helped thousands of companies over the last 30 years fund their dreams and remains passionate about helping his clients get the money they need to build a successful business.

Kris Varley has been in the factoring industry for 27 years and joined her husband Ian, at Eagle Business Credit just over a year ago. She wanted to help him grow the business he started and has enjoyed being able to get back to she did best, making a difference to small business owners. Her extensive experience in small business lending helps Eagle stay relevant in today’s economy and she is determined to make it as easy as possible for their clients to get the money they need.

Connect with Ian and Kris on LinkedIn, and follow Eagle Business Credit on Twitter and Facebook.

Outsourcing Professionals as an Integral Part of Your Team with Paul Quinn Chris Yap Neil Chitel and Chris Curley

June 18, 2018 by Karen

Phoenix Business Radio

Outsourcing Professionals as an Integral Part of Your Team with Paul Quinn Chris Yap Neil Chitel and Chris Curley

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Outsourcing Professionals as an Integral Part of Your Team with Paul Quinn Chris Yap Neil Chitel and Chris Curley

Running a successful business requires your attention on so many levels. Outsourcing lets you focus on core activities and helps you stay in your lane when it comes to your area of expertise. Finding the right outside support can help you gain a competitive edge and promote efficiency while, at the same time, saving you time and money! Listen in as we discuss the benefits of outsourcing with four professionals who have a wealth of knowledge, expertise and success stories in their respective businesses.

RKPE provides businesses with simplified staffing solutions especially in the fields of Engineering, IT, Sales-Marketing, and Financial Service. RKPE is one of the the only staffing companies owned and operated by an Engineer, nationwide. o remain competitive in today’s economy, Companies must have the best talent available, in a tight labor market. We simplify this process for our clients. We have a clear understanding of their requirements and source, recruit and interview on our clients behalf, saving them time and money. the best talent within Engineering, Information Technology and Finance, and unlimited recruiting resources, the process is simplified and affordable.

Paul Quinn started his career as a CNC Machinist, returned to post education to earn his degree in Engineering-CAD/CAM Technology. Paul has designed several bridges in the US and Taiwan. Paul moved into a role with an engineering outsourcing company which he and his colleagues built up from 1 Million in revenue to 25 million in revenue in a 5 year time frame. Paul’s expertise in engineering allow him to fully screen and interview applicants prior to the client meeting them. Over the past 2 decades Paul has become a professional in the areas of Engineering, IT, Finance and Sales-Marketing. In mid-2015 Paul placed his 10,000th professional.

Connect with Paul on LinkedIn and follow RKPE on Facebook.

Gabtech is the brain-child of Chris Yap, a global business developer, a seasoned sales and marketing professional. From multi-million dollar, IT and BPO deals to commodity trading, capital raising to consumer branding, Chris Yap has been at the forefront of market development, project management, product and brand development. With 20 years of experience in strategic business development, Chris has been known to his peers and clients as a man of integrity, strategic thinking, getting things done and being tenacious in achieving every business objectives.

Gabtech was established to help fellow entrepreneurs leverage the power of outsourcing, may it be for a lead generation, telesales, customer service, appointment setting, data entry or bookkeeping. Gabtech has helped numerous companies grow its revenue and profitability through outsourced processes since 2009. Over the years, Gabtech has evolved to helping small to medium-sized companies get financing for working capital, equipment acquisition, and real estate acquisition.

At present, Chris is very passionate in helping start-up and growing companies achieve hyper growth while also helping the lesser fortunate break the vicious cycle of poverty. Chris established his success in the discipline of business development through hard work, dedication, perseverance and relentless pursuit of continuous personal development.

Chris Yap is a dedicated father to his 3 fine young boys Gabby, Nico and Noah and a devoted husband to his amazing wife of 14 years, Eizel. Chris and family currently reside in Peoria, Arizona.

Connect with Chris at 602-882-821 and follow Gabtech on LinkedIn

ManageStaff, Inc. is a Professional Employer Organization (PEO) providing over a decade of Human Resource knowledge and expertise to a variety of industries, large and small. The difference between a good PEO and an excellent PEO is measured by the efficiency of its staff.

ManageStaff, Inc. strives to establish unique partnerships with its clients, promising accuracy, confidentiality and exceptional client service, while managing the responsibilities associated with Human Resources for today’s industrious business owner.

Neil Chitel has worked for Managestaff for the past 15 years. He started as an Account Executive and has worked up the ranks to Sr. Business Development.

Neil has a Bachelors of Science in Business Marketing Degree from University of Phoenix.

Connect with Neil on Twitter, and follow ManageStaff on Twitter and Facebook.

Triple Helix Investigations offers hiring solutions for all industries. Triple Helix can provide background screenings, drug testing and aptitude assessments for potential and current employees.

The background screenings are FCRA compliant and can be completed electronically making the process faster and more efficient. There are no annual fees you only pay for what you search. Triple Helix provides all categories of background checks including those to assist property managers.

Drug testing is completed at a lab and they offer both 5 and 10 panel tests.

Aptitude assessment testing assists employers in getting the right person in the right position the first time. These industry specific test take approximately twenty minutes to complete and give the employer a plethora of information about their applicants.

Chris Curley, CEO of Triple Helix Investigations, began his professional career in law enforcement. Chris was first a member of the San Diego Police Department where he worked patrol. After a year and a half, Chris decided to move closer to family and joined the Phoenix Police Department. During his 22 years with the Phoenix Police Department, Chris worked patrol, school resource, property crimes and metal theft investigations.

From 2001 to 2014, Chris was a detective on the Internet Crimes Against Children Task Force. Chris conducted both proactive and reactive online investigations involving the luring and sexual exploitation of a minor. Chris received numerous commendations during his time with the task force and was an important part of creating the investigative process for these types of cases.

In 2015, Chris retired from law enforcement. In 2016, Chris started Triple Helix Investigations in an attempt to help businesses and property managers with their employee concerns.

Connect with Chris on LinkedIn, and follow Triple Helix on Twitter and Facebook.

Co-Op THINK18 The Race to Excellence at Sheraton Grand at Wildhorse Pass

May 23, 2018 by Karen

Phoenix Business Radio

Co-Op THINK18 The Race to Excellence at Sheraton Grand at Wildhorse Pass

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Co-Op THINK18 The Race to Excellence at Sheraton Grand at Wildhorse Pass

CO-OP’s 11^th annual THINK conference gathered over 750 credit union leaders from around the U.S. They met at the Sheraton Grand at Wildhorse Pass in Chandler, AZ to collaborate and learn strategies to achieve excellence through digital transformation. With the theme of the “Race to Excellence”, there was a strong focus on navigating the complexities of rapid evolution and revolution in order to meet the growing needs of financial consumers. Technology is changing faster than ever, presenting new challenges and opportunities for credit unions; but one thing is for certain, together through strategic partnership and collaboration our industry is well-positioned to thrive.

Phoenix Business RadioX‘s President, Karen Nowicki, along with Co-Hosts, Jodi Low, President & Founder with U & Improved, and Arizona Small Business Association‘s Director of Business Development, Ryan Reyes, got to sit down with a few of CO-OP THINK18’s Speakers, Executive Leaders, “Crashers” and movers & shakers to hear first-hand what’s trending in the industry and how impactful CO-OP THINK Conferences continue to be for credit union leaders and their communities.

Interview with CO-OP Financial Services CEO and President, Todd Clark