Business RadioX ®

LIVE from SOAHR 2023: Jennifer Montellanico, Insperity

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LIVE from SOAHR 2023: Jennifer Montellanico, Insperity
North Fulton Business Radio
LIVE from SOAHR 2023: Jennifer Montellanico, Insperity
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LIVE from SOAHR 2023: Jennifer Montellanico, Insperity

North Fulton Business Radio, Episode 638)

Jennifer Montellanico with Insperity joined host John Ray LIVE at the Business RadioX® remote at SOAHR 2023. She talked about her work at Insperity, avoiding HR pitfalls, issues small business owners currently are dealing with, and much more.

This show was originally broadcast live from SOAHR 2023, the annual conference of SHRM-Atlanta, held at the Gas South District Convention Center, Duluth, Georgia on March 28th and 29th, 2023. This series of interviews was underwritten by Oberman Law Firm, your legal guide to workplace complexities.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

People are at the core of every business – including theirs. Insperity is here to help you navigate employee benefits, HR admin and payroll, risk management and so much more.

Their tagline, HR that makes a difference®, defines what they do. It emphasizes that human resources is a key driver of growth and contributes to a business’s bottom line. This is what sets Insperity apart.

Website | LinkedIn | Facebook | Twitter 

Business Performance Advisor,

Jennifer Montellanico, Business Performance Advisor, Insperity

A seasoned sales & sales leader with 20 years of experience, Jennifer Montellanico has worked with every business industry, preferring to work with Small / Medium businesses to see the true impact.

Born and raised in Atlanta, she is a true community advocate working with multiple NFP organizations and currently serving on the board of Cool Girls, Inc – Dedicated to the self-empowerment of at-risk girls in Atlanta.

LinkedIn

 

Questions and Topics in this Interview:

  • Jennifer’s work at Insperity
  • Avoiding HR pitfalls
  • Issues small business owners currently are dealing with

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

The “LIVE from SOAHR 2023” Series is proudly underwritten by Oberman Law Firm

Stuart Oberman
Stuart Oberman, Founder, Oberman Law Firm

Oberman Law Firm has a long history of civic service, noted national, regional, and local clients, and stands among the Southeast’s eminent and fast-growing full-service law firms. Oberman Law Firm’s areas of practice include Business Planning, Commercial & Technology Transactions, Corporate, Employment & Labor, Estate Planning, Health Care, Intellectual Property, Litigation, Privacy & Data Security, and Real Estate.

By meeting their client’s goals and becoming a trusted partner and advocate for our clients, their attorneys are recognized as legal go-getters who provide value-added service. Their attorneys understand that in a rapidly changing legal market, clients have new expectations, and constantly evolving choices, and operate in an environment of heightened reputational and commercial risk.

Oberman Law Firm’s strength is its ability to solve complex legal problems by collaborating across borders and practice areas.

Connect with Oberman Law Firm:

Company website | LinkedIn | Twitter

 

Julie Keyes, KeyeStrategies, LLC, Thomas Hamm, SMASH Wellness, Jennifer Montellanico, Insperity, and Dan Mahony, Transcendent Sales Solutions

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Julie Keyes, KeyeStrategies, LLC, Thomas Hamm, SMASH Wellness, Jennifer Montellanico, Insperity, and Dan Mahony, Transcendent Sales Solutions, LLC
Family Business Radio
Julie Keyes, KeyeStrategies, LLC, Thomas Hamm, SMASH Wellness, Jennifer Montellanico, Insperity, and Dan Mahony, Transcendent Sales Solutions
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Julie Keyes, KeyeStrategies, LLC, Thomas Hamm, SMASH Wellness, Jennifer Montellanico, Insperity, and Dan Mahony, Transcendent Sales Solutions, LLC

Julie Keyes, KeyeStrategies, LLC, Thomas Hamm, SMASH Wellness, Jennifer Montellanico, Insperity, and Dan Mahony, Transcendent Sales Solutions (Family Business Radio, Episode 38)

On this edition of Family Business Radio, host Anthony Chen welcomed four accomplished business leaders to the studio. Julie Keyes, KeyeStrategies, discussed how her own business transitions help her counsel business owners on their own exits. Thomas Hamm, SMASH Wellness, discussed his executive wellness coaching practice, while Jennifer Montellanico of Insperity shared the payroll and benefit services her firm offers. Finally, Dan Mahony discussed his work as a fractional sales executive and how he addresses the sales problems his clients face.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

KeyeStrategies, LLC

Website | LinkedIn | Facebook | Twitter

Julie Keyes, Founder/President, KeyeStrategies, LLC

Julie Keyes, Founder/President, KeyeStrategies, LLC

Julie Keyes is a Certified Exit Planning Advisor (CEPA) the founder of KeyeStrategies, LLC in Minneapolis, MN specializing in exit and transition consulting for owners of lower and middle market companies. Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands what keeps owners up at night.

She works with business owners who seek to understand and maximize their exit and critical transition options. She is actively involved with the Exit Planning Institute, as a faculty member and regular content contributor, and winner of EPI’s “Thought Leader of Year” in 2017 and 2022.

She is also on faculty for Hoopis Performance Network and a Speaker Network member. Her speaking engagements for the financial services and entrepreneurial organizations have included NAIFA, WIFS, FPA, NAWBO, Merrill, UBS, LIMRA, Lincoln Financial Services, Principal Financial Group and Frost Bank.

Julie recently released the 2nd Edition of “Poised for Exit” a book which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, also called “Poised for Exit”, provides content relevant to business owners and advisors alike, and can be found on all major podcast platforms.

She also produced an online course specifically to help advisers educate their clients and prospects on the process of Exit Planning called “Business Transition Readiness: An Owner’s Guide to the Process”.

On a personal note, Julie and her husband Shaun have 8 children and 10 grandchildren, so when she’s not working, she’s spending time with them doing something fun, active, and outdoors.

LinkedIn

SMASH Wellness

SMASH Wellness is a world-class wellness concierge service that will customize and entire team of professionals to optimize your human experience. They are your fitness gps to not only achieve your goals but, to surpass them by creating an environment to be your best version of yourself. They are a fine dining white linen event within wellness. Their services are In-Person and Virtual and can be taken anywhere, anytime and as much as you would like.

When you come to SMASH Wellness you are not a number, you will not get lost and you matter!

Website | LinkedIn | Facebook | Instagram

Thomas Hamm, Founder and CEO, SMASH Wellness

Thomas Hamm, Founder and CEO, SMASH Wellness

Thomas Hamm is CEO, the evangelist at the helm, and after 20 years in the business, he still loves to drive personal success. He is an enthusiastic motivator, trained chef, and carries numerous certifications relative to fitness and nutrition. He is energetic, easy to work with, and fun to be around.

Thomas comes to the table with world-class expertise. He has studied, traveled, and worked with clients in beautiful cities around the globe: Napa Valley, Sydney, Charleston, Miami, San Fransisco, Vail, New York, Luzern and Zurich, Atlanta, Strasbourg, Santorini, Athens, Rome, Milan, Florence, Venice, Oxford, Bath, Lake District-UK, London.

LinkedIn

Insperity

We work with small to mid sized businesses in the greater Atlanta area to help them improve efficiencies, reduce risk, and contain cost on all areas surrounding their people. At Insperity, we will match you with a package of HR solutions that truly fits your business. You’ll get access to better benefits, time-saving technology and the first-class service you deserve – complete with dedicated support.

Website | LinkedIn | Facebook | Twitter

Jennifer Montellanico, Business Performance Advisor, Insperity

Jennifer Montellanico, Business Performance Advisor, Insperity

A seasoned sales & sales leader with 20 years of experience, she has worked with every business industry, preferring to work with Small / Medium businesses to see the true impact. Born and raised in Atlanta, she is a true community advocate working with multiple NFP organizations and currently serving on the board of Cool Girls, Inc – Dedicated to the self empowerment of at-risk girls in Atlanta.

LinkedIn

Transcendent Sales Solutions, LLC

Transcendent Sales Solutions is focused on empowering companies with tactical sales strategies to accelerate revenue growth. Dan is an agile, results-oriented, and charismatic leader with a proven track record of turning underperforming sales organizations into revenue producing market leaders. He has a unique ability to create sales messaging and processes that increase revenue, decrease headaches, and provide order and definition in place of chaos and confusion.

Website | Facebook | Instagram 

Dan Mahony, President & Founder, Transcendent Sales Solutions, LLC

Dan Mahony, President & Founder, Transcendent Sales Solutions, LLC

Dan Mahony is the President of Transcendent Sales Solution, a company that helps and empowers small to mid-sized businesses in turning underperforming sales teams into revenue-producing market leaders. Transcendent Sales Solutions takes a proven results-oriented strategic and tactical approach by developing successful sales plans, building a strict sales approach, and aligning sales teams that will help a business marketing operation run effectively. Dan has a unique ability to create sales messaging and processes that increase revenue, decrease headaches, and provide order and definition in place of chaos and confusion.

LinkedIn

Anthony Chen, Host of Family Business Radio

Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 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 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 at familybusinessradioshow.com.

Dan Smith of Insperity joins Host Paul Webb

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Forsyth Studio
Forsyth Studio
Dan Smith of Insperity joins Host Paul Webb
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On this episode of “The Retirement Planning & Wealth Management Podcast”, Host Paul Webb sits down with guest Dan Smith to discuss retirement, investments, Benefits, and 401k’s and much more.

 

Dan Smith of Insperity

Dans excellent communication skills, creative thinking active listening and strategic planning are what makes him stan out as a trusted advisor.

Insperity’s tagline is, HR that Makes a Difference™, defines what we do. It emphasizes that human resources is a key driver of growth and contributes to a business’s bottom line. This is what sets Insperity apart. Insperity has a long history of improving the success equation of small and midsize businesses across the country – because when businesses succeed, communities prosper. And in today’s changing business environment, it’s our privilege to take care of an organization’s most valuable asset: its people.

                            

Host Paul Webb| President & Founder | Webb Wealth Advisors

Webb Wealth Advisors holds the most prestigious Chartered Financial Consultant® designation, awarded only to those with the highest standard of knowledge and trust in financial planning. Paul and his team are uniquely qualified to help you navigate the challenges of securing your financial future for your family or business. They create opportunities for your long-term growth potential, as well as lifetime income throughout your retirement.

The Webb Wealth Advisors team of retirement planners assess your current income and future income to build the budget that suits you and your family best then design a custom plan meeting your risk guidelines and investment objectives.

Webb Wealth Advisors offers Tax Free & Guaranteed Income Retirement Planning. Offering the Highest Guaranteed NO RISK Retirement Income in the industry. They work with individuals, CPAs & Estate Planning Attorneys and team members to help them optimize their clients most favorable retirement outcomes including succession planning offer 401ks, IRAs.
Visit webbwealthadvisors.com to learn about their full scope of services.

This series is brought to you by Webb Wealth Advisors, SUBSCRIBE wherever you enjoy your #audio shows.

Erica Dumpel, CDA Inc., and Ashley Edwards Altman, Insperity

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CDA Inc.
North Fulton Studio
Erica Dumpel, CDA Inc., and Ashley Edwards Altman, Insperity
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CDA Inc.

Erica Dumpel, CDA Inc., and Ashley Edwards Altman, Insperity (The Exit Exchange, Episode 12)

Erica Dumpel, CDA Inc., and Ashley Edwards Altman, Insperity, joined the show to provide information and feedback about their experience as members of the Atlanta chapter of the Exit Planning Exchange. Erica mentioned the value she’s received personally as a family business owner looking to do exit planning for the next generation and her appreciation of the collegial environment. Ashley discussed how much she’s learned and the value of being able to connect with other members as a resource for her clients.  They discussed cross-chapter connections, advice on how to get involved, and much more.

This episode of The Exit Exchange was co-hosted by David Shavzin and Mike Rosenthal and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Insperity

Since 1986, Insperity has been showing companies how to harness the power of HR to improve business success. The company has grown from two people sharing a one-room office to a $4.3 billion company with more than 80 offices across the U.S.

Insperity is a human resources outsourcing solution for small to medium-sized businesses (from 5 to 5000 employees).  The company establishes a fortune 500 HR infrastructure in businesses that would otherwise not have access to those resources.  This is a usage model of both administrative and strategic people practices, along with the technology to support it.  Rather than building it yourself, Insperity clients buy a turnkey solution that is already in place and ready at any time, no matter what comes up in the business or the lifecycle of the employees.

The company partners with the best small to medium size businesses throughout the country to help drive revenue, improve productivity, and contain and control costs. Insperity does this by working with business owners to better align their people strategy with their business strategy.
The company’s clients get access to better benefits, time-saving technology and the first-in-class service they deserve – complete with dedicated support.

Company website | LinkedIn

Ashley Edwards Altman, Certified Business Performance Advisor, Insperity

Ashley Edwards Altman, Certified Business Performance Advisor, Insperity

Ashley comes to Insperity having spent 5 years helping to scale the HR of one of the fastest-growing companies in the country, where she realized her passion for helping small businesses grow. In her previous role, Ashley helped to grow the company from 40 employees to over 900 and was instrumental to the company’s HR and Recruiting efforts.

In her 5 years at Insperity, she has been awarded the Pinnacle Summit award (the past three years in a row), recognizing her performance as one of the top 15% of Business Performance Advisors across the company. Ashley has dedicated her career to helping small and medium-sized businesses in the Atlanta community grow by hiring and retaining the top talent in the market, helping business owners increase their bottom line through streamlining efficiencies, mitigating risks, and providing big company benefit options typically out of reach for small businesses, Ashley takes pride in helping entrepreneurs focus on their business, while offloading many of the areas that take the focus away from growing their businesses.

In her free time, Ashley is a volunteer mentor at the Atlanta Youth Academy, a citywide Tennis champion in the T2 singles tennis league, and enjoys long walks with her dog and husband around the Brookhaven neighborhood.

LinkedIn

CDA Inc.

Czajkowski Dumpel & Associates, Inc. (CDA Inc.) started as a boutique benefits agency in 1975 in the New York City market. Since moving to Georgia in 1981 many small to mid-market companies have benefited from CDA Inc.’s willingness to look beyond traditional options for solutions to pay for employee healthcare costs.

CDA Inc. shops the market for the best benefits packages available to small companies and individuals with special consideration to claims that might be incurred specifically to the age/gender/family makeup of the group. The agency has grown from two to six individuals plus affiliated partnerships in order to provide the most expert and highest service levels possible. Continuation and succession planning is in place to guarantee ongoing levels of service and care to agency clients without interruption in case of any individual’s inability to perform at the levels of excellence our clients have come to expect.

Company website | Facebook

Erica Dumpel, CLU, Cofounder and President, CDA Inc.

Erica Dumpel, CLU, Cofounder and President, CDA, Inc.

Erica Dumpel, CLU is the Founder of CDA Inc. and Founding Principal of GA Health Agents Agency.  Erica has over 46 years of experience in the health insurance industry as a broker and consultant.  After receiving a B.A. with honors from Trinity College in Hartford, Connecticut and a M.A. from The Fletcher School of International Law & Diplomacy, she entered the insurance industry in New York City in 1975.  Quickly drawn to the pressing needs of individuals without health insurance, Erica developed a practice focused on offering affordable, aggressively competitive employee benefits programs to individuals, seniors and small group clients.

Erica watched health insurance evolve from hospital/surgical coverage to full major medical benefits.  She has also seen Medicare coverage continue to evolve as Medicare Advantage plans have taken huge market share from traditional Medicare and Medigap options.  In both instances, Erica has been a respected voice linking the escalation of premium costs to a system in which patients have little involvement in the actual cost of care.

As Affordable Care Act provisions have been implemented and modified, Erica has increasingly been in demand as a consultant, helping companies navigate the complications presented by this legislation.  Reviewing options relative to ACA requirements and penalties presents an opportunity for employers to assess their long-range employee benefits plans.  By analyzing the consequences of the various available options, the organization can create a smart strategy to prepare for future issues and avoid ever-increasing costs.

LinkedIn

The Exit Planning Exchange Atlanta

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

The Exit Exchange is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com.

John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.

 

Maxwell Wolk with Raymond James and Nancy Herrington & Sarah Senior with Insperity

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Gwinnett Business Radio
Gwinnett Business Radio
Maxwell Wolk with Raymond James and Nancy Herrington & Sarah Senior with Insperity
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Sarah Senior, Max Wolk and Nancy Herrington

Maxwell Wolk/Raymond James

When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions. They needed advice that considered their entire financial picture.

Today, that client-focused approach has extended to serve client accounts through 8,200 financial advisors in the United States, Canada and overseas. Further, the company has expanded through the years to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services.

Their deliberate nature and thoughtful approach to financial planning has led to a history of strength and steady, stable growth. The company’s conservative approach began in 1962 when Robert James put the word “Investments” after his name. Since then, Raymond James advisors have been crafting meticulously tailored, holistic financial plans to help ensure their clients can retire and realize their individual financial goals.

Nancy Herrington & Sarah Senior/Insperity

Insperity is a full-service HR Company that helps clients strengthen and streamline their business. Their proven approach helps better manage costs and minimize risk, helping businesses get ready-to-use HR infrastructure that they need to be more efficient and profitable, while showing them how to maximize their performance and productivity.

Gwinnett Business Radio is presented by

Sheryl LaPlace, Insperity

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Sheryl LaPlace Insperity
North Fulton Business Radio
Sheryl LaPlace, Insperity
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Sheryl LaPlace Insperity

Sheryl LaPlace, Insperity (North Fulton Business Radio, Episode 278)

Sheryl LaPlace, Insperity, joins host John Ray to discuss why a PEO can offer welcome relief for a small to medium-sized company seeking to streamline their internal administrative burden while offering enhanced benefits for their employees. “North Fulton Business Radio” is produced virtually by the North Fulton studio of Business RadioX® in Alpharetta.

Sheryl LaPlace, Senior Human Resources Specialist, Insperity

Sheryl LaPlace is a senior human resource specialist with Insperity, a trusted advisor to America’s best businesses for more than 34 years, provides an array of human resources and business solutions designed to help improve business performance.

Offering the most comprehensive suite of products and services available in the marketplace, Insperity delivers administrative relief, better benefits, reduced liabilities and a systematic way to improve productivity through its premier Workforce Optimization® solution.

Additional company offerings include Traditional Payroll and Human Capital Management, Time and Attendance, Performance Management, Organizational Planning, Recruiting Services, Employment Screening, Retirement Services and Insurance Services.

With 2019 revenues of $4.3 billion, Insperity supports more than 100,000 businesses with over 2 million employees nationwide.

Company website

LinkedIn

Facebook

Twitter

Questions/Topics Discussed in this Show

  • What is a PEO, and how can companies benefit from partnering with a PEO?
  • What services/solutions does Insperity provide?
  • How can working with a PEO help businesses navigate the COVID-19 pandemic?
  • Why is it crucial for employers to have a trusted third-party advisor to rely on for guidance and insight at this time?
  • How does the co-employment relationship work?
  • How can a company gain a competitive advantage by using a PEO?
  • How does a business owner know when it is a good time to start working with a PEO?
  • Tell us a little about yourself, and your career journey?

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Dayton Business Radio: J.R. McCullough with Insperity

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JR-McCullough-Insperity
Dayton Business Radio
Dayton Business Radio: J.R. McCullough with Insperity
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Insperity-logo

JR-McCullough-InsperityJ.R. McCullough is a ​district manager with Insperity, a trusted advisor to America’s best businesses for more than 34 years, provides an array of human resources and business solutions designed to help improve business performance.

Offering the most comprehensive suite of products and services available in the marketplace, Insperity delivers administrative relief, better benefits, reduced liabilities and a systematic way to improve productivity through its premier Workforce Optimization® solution.

Additional company offerings include Traditional Payroll and Human Capital Management, Time and Attendance, Performance Management, Organizational Planning, Recruiting Services, Employment Screening, Retirement Services and Insurance Services. With 2019 revenues of $4.3 billion, Insperity supports more than 100,000 businesses with over 2 million employees nationwide.

Follow Insperity on LinkedIn, Facebook and Twitter.

STRATEGIC INSIGHTS RADIO: Cecilia Haag with Insperity

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Gwinnett Studio
Gwinnett Studio
STRATEGIC INSIGHTS RADIO: Cecilia Haag with Insperity
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Cecilia Haag and Jennifer Rusz

Cecilia Haag/Insperity

A trusted advisor to America’s best businesses for more than 32 years, Insperity provides an array of human resources and business solutions designed to help improve business performance. Insperity Business Performance Advisors offer the most comprehensive suite of products and services available in the marketplace. Insperity delivers administrative relief, better benefits, reduced liabilities and a systematic way to improve productivity through its premier Workforce Optimization solution. Additional company offerings include Human Capital Management, Payroll Services, Time and Attendance, Performance Management, Organizational Planning, Recruiting Services, Employment Screening, Expense Management, Retirement Services and Insurance Services. Insperity business performance solutions support more than 100,000 businesses with over 2 million employees. With 2017 revenues of $3.3 billion, Insperity operates in 68 offices throughout the United States.

About “Strategic Insights Radio”:

“Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

BUSINESS SOLUTIONS Larry Jones with Insperity and Chris Rude with Arizona Business Bank

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Phoenix Business Radio
Phoenix Business Radio
BUSINESS SOLUTIONS Larry Jones with Insperity and Chris Rude with Arizona Business Bank
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BUSINESS SOLUTIONS Larry Jones with Insperity and Chris Rude with Arizona Business Bank

Insperity is a 30+ year old company that has assisted over 150,000 businesses and over 2 million employees across the country.  The company’s original founder and current CEO, Paul Sarvadi envisioned making business owners’ lives easier by taking HR and administrative burdens off their plates.  So he decided to start a company with about 600 sq ft and one phone.  Since then, Insperity has grown to a 3 Billion dollar company by simply helping clients also reach their goals.  Insperity uses the same methods we have used internally to help businesses run better, grow faster and make more money.

Insperity is based in Houston, with 60 offices across the country.  They are dedicated to helping level the playing field for small businesses to compete against larger corporations by helping them attract and retain top talent with big company perks and benefits.  Insperity create efficiencies by bundling many of the items that you already pay for as a business owner like payroll, administrative support, employee benefits, workers comp and local HR support with customized service plans.  They also help a small business mitigate risk, while keeping up with all tax and government compliances.  Taking all of these items off the plate of the business owner, lets them focus on what they do best and to grow their business.

Larry Jones is going on his 2nd year with Insperity and it was their passion to help small businesses that drew him to this team. Larry grew up around several family businesses and he has seen first-hand what the burden of running a business can be like.  His parents had many struggles running their businesses, and he’s seen similar struggles with friends and extended family that run their own businesses too.  Insperity help business owners manage this burden of being an employer and help create some efficiencies in bundling many services together.

Insperity mission:  Helping businesses succeed so communities prosper. 
YouTube video:  Insperity’s Workforce Optimization
Business News Daily article recognizing the ‘Best PEO for small businesses’

Larry Jones
Business Performance Advisor
Insperity
4900 N. Scottsdale Road | Suite 1200 | Scottsdale, AZ 85251
602-500-7001
Larry.Jones@Insperity.com
linkedin.com/in/larry-jones-a8906b7

Christopher Rude has been in both retail and commercial banking for 20+ years spending a majority of his career with Citibank and BMO Harris, most recently moving to Arizona Business Bank about 2.5 years ago. Chris’s focus is on working with good people who want to have a strong relationship with their bank.  Most of his portfolio is in the contracting, manufacturing, and distribution space with company revenues ranging from $5MM to $200MM and credit needs north of $1MM.

When Chris isn’t banking, he spends his time with his wife, Lisa and three kids, Gabriella 10, Layla 8, and Henry 8.  The family spends a lot of time playing soccer, fishing in the neighborhood, and hanging out with friends.

CoBiz Financial (NASDAQ:COBZ), is a multi-billion dollar financial services company that serves the complete financial needs of businesses, business owners and professionals in Colorado and Arizona. The company’s subsidiaries are: Colorado Business Bank and Arizona Business Bank which provides commercial banking services; CoBiz Private Client Advisors which offers private banking through CoBiz Private Bank and investment management and wealth planning through CoBiz Wealth; and CoBiz Insurance which delivers employee benefits, and property and casualty insurance brokerage.

Christopher M. Rude
VP, Commercial Banking
Arizona Business Bank
275 E. Rivulon Blvd, Ste 101
Gilbert, AZ  85297
Office:  602-217-1563
Twitter.com/cobizfinancial
https://www.linkedin.com/company/332492/
https://www.facebook.com/cobizfinancial
http://www.cobizfinancial.com/blog/Pages/default.aspx

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

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