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Donna Beatty, Frazier & Deeter, LIVE from the 2024 GNFCC BOLD Women’s Leadership Summit

November 22, 2024 by John Ray

LIVE from the 2024 GNFCC BOLD Women's Leadership Summit, with Donna Beatty, Frazier & Deeter
North Fulton Business Radio
Donna Beatty, Frazier & Deeter, LIVE from the 2024 GNFCC BOLD Women's Leadership Summit
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LIVE from the 2024 GNFCC BOLD Women's Leadership Summit, with Donna Beatty, Frazier & Deeter

Donna Beatty, Frazier & Deeter, LIVE from the 2024 GNFCC BOLD Women’s Leadership Summit (North Fulton Business Radio, Episode 821)

In this live remote interview, North Fulton Business Radio host John Ray interviews Donna Beatty, Tax Partner with Frazier & Deeter, at the 2024 GNFCC BOLD Women’s Leadership Summit. Donna shares her experiences in tax and advisory work, her role as a GNFCC Chamber diplomat, and the importance of setting boundaries for self-care. She also highlights the value of Frazier & Deeter’s sponsorship and involvement in supporting women’s professional growth, discussing how the firm’s initiatives, such as talking partners and women affinity groups, foster a supportive work environment.

This interview was originally broadcast live from the 2024 GNFCC BOLD Women’s Leadership Summit held at The Commons at Phase in Alpharetta, Georgia.

John Ray is the host of North Fulton Business Radio. The show is recorded and produced by the North Fulton affiliate of Business RadioX® inside Renasant Bank in Alpharetta.

Donna Beatty, Tax Partner, Frazier & Deeter

As a Partner in Frazier & Deeter’s Tax Practice, Donna Beatty brings a wealth of professional tax and accounting knowledge to the firm. Her experience encompasses providing comprehensive tax planning, review, advisory, and compliance services to closely held businesses, high-net-worth individuals, and professional services groups. She has extensive expertise consulting with small businesses on financial software and has worked with clients in industries that include real estate, construction, manufacturing & distribution, retail, professional services, technology, entertainment, and family-owned businesses. Donna specializes in helping law firms and real estate investment groups with complex tax matters. Her expansive industry knowledge allows Donna to provide background insight in an evolving market; she has successfully represented clients with the Internal Revenue Service in Washington, D.C.

Donna prides herself on solid professional relationships with clients and thrives on learning and fulfilling her client’s needs and expectations. Until 1994, she was a Principal at the firm before moving to become a partner at a small local accounting firm.

Professional & Civic Organizations: American Institute of Certified Public Accountants (AICPA), Georgia Society of Certified Public Accountants (GSCPA), Atlanta Tax Forum, Board Member, Past President, Better Business Bureau Serving Metro Atlanta, Athens & NE GA, Board V.P., and C5 Georgia Youth Foundation, Board Member, Past Chair.

LinkedIn

Frazier & Deeter

Frazier & Deeter is an award-winning accounting and advisory firm serving clients worldwide, ranging from Fortune Global 500 companies to growing small businesses. The firm’s brand promise, Investing in Relationships to Make a Difference®, reflects its commitment to exceeding client expectations by addressing evolving needs as businesses grow. Known for exceptional client satisfaction, Frazier & Deeter focuses not only on meeting present accounting needs but also on providing advisory services that support future success.

Frazier & Deeter offers a comprehensive suite of tax, audit, accounting, and advisory services through its offices in Atlanta, Charlotte, Las Vegas, Nashville, Alpharetta, and Tampa, as well as international locations in London, Cambridge, and India. The firm has received numerous accolades for the quality of its work and dedication to client responsiveness, including recognition as a Top 50 firm, a Best of the Best Accounting Firm, a Best Firm to Work For®, and a Best Firm for Women in Leadership. Additionally, Frazier & Deeter is recognized as an award-winning Deliberately Developmental Organization, fostering a culture that prioritizes the growth of its team members every day.

The firm is registered with the Public Company Accounting Oversight Board, the Canadian Public Accountability Board, and the American Institute of Certified Public Accountants. Frazier & Deeter is also a member of CPAmerica.

The Frazier & Deeter family of brands includes Frazier & Deeter, LLC; Frazier & Deeter UK, LLP; Frazier & Deeter India Private Limited; FD Real Asset Advisors; FD Family Office; and SignatureFD.

Website | LinkedIn |Facebook | Instagram

Topics Discussed in this Episode

00:00 Introduction and Event Overview
00:34 Interview with Donna Beatty: Background and Role
01:22 The Importance of Networking and Community Involvement
02:10 Frazier & Deeter’s Support for Women’s Leadership
03:55 Insights from the Summit: Self-Care and Boundaries
06:46 Frazier & Deeter’s Culture and Employee Support
08:27 Closing Remarks and Contact Information

About North Fulton Business Radio and host John Ray

With over 800 shows and having featured over 1,200 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show welcomes a wide variety of business, non-profit, and community leaders to get the word out about the important work they’re doing to serve their market, their community, and their profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media leans left. Some media leans right. We lean business.

John Ray, Business RadioX - North Fulton, and Owner, Ray Business Advisors
John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors

John Ray is the host of North Fulton Business Radio. The show is recorded 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, and many others.

The studio address is 275 South Main Street, Alpharetta, GA 30009.

John Ray, The Generosity MindsetJohn Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Tagged With: 2024 GNFCC BOLD Women's Leadership Summit, Donna Beatty, Frazier Deeter, GNFCC, Greater North Fulton Chamber of Commerce, John Ray, North Fulton Business Radio, Partner at Frazier & Deeter, Women in Business, Women in Leadership

Frazier & Deeter’s Business Beat: Kyle Wingfield, Georgia Public Policy Foundation

March 17, 2021 by John Ray

Georgia Public Policy Foundation
Business Beat
Frazier & Deeter's Business Beat: Kyle Wingfield, Georgia Public Policy Foundation
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Georgia. Public Policy Foundation

Frazier & Deeter’s Business Beat: Kyle Wingfield, Georgia Public Policy Foundation

Kyle Wingfield, Georgia Public Policy Foundation, joined host Roger Lusby to discuss the state’s budget, education funding, the impact of federal Covid relief, and much more. “Business Beat” is presented by Alpharetta CPA firm Frazier & Deeter.

Georgia Public Policy Foundation

A trusted, independent resource for voters and elected officials since its founding in 1991, the Georgia Public Policy Foundation provides actionable solutions to real-life problems by bringing people together. The Georgia Public Policy Foundation was created on the belief that good public policy is based upon fact, an understanding of sound economic principles and the core principles of our free enterprise system – economic freedom, limited government, personal responsibility, individual initiative, respect for private property and the rule of law.

State-focused, independent, non-partisan and market-oriented in its approach, the Foundation conducts scholarly research and analysis of state public policy issues, and works to educate citizens, policy-makers and the media.

Company website | LinkedIn | Facebook | Twitter

Kyle Wingfield, President and CEO

Georgia Public Policy Foundation
Kyle Wingfield, President and CEO, Georgia Public Policy Foundation

Kyle Wingfield is a native of Dalton and a graduate of the University of Georgia. He joined the Foundation as president and CEO in April 2018 after spending nine years as an opinion columnist for The Atlanta Journal-Constitution. He has also worked for the Wall Street Journal, based in Brussels, Belgium, from 2004 to 2009, and for the Associated Press, based in Atlanta and Montgomery, Ala., from 2001 to 2004.

At the AJC, Kyle wrote often about state politics and policy, focusing especially on education and school choice, transportation, health care, and state and local taxation. He is a frequent guest on GPB’s “Political Rewind” show and was a finalist for the Reason Foundation’s Bastiat Prize for Journalism in 2013. Kyle’s weekly column continues to appear in 10 newspapers around the state.

Kyle received the UGA Grady College’s John E. Drewry Young Alumnus Award in 2006, was named to the UGA Alumni Association’s 40 Under 40 Class of 2012 and is a member of UGA’s Board of Visitors. He is a member of Leadership Georgia’s Class of 2018 and, as an Eagle Scout, remains an active volunteer in Scouting.

LinkedIn

Questions and Topics in this Interview:

  • An overview of the 2021 Georgia legislative session.
  • An overview of reforms under consideration that would affect education in Georgia.
  • A look at the budget picture for the state.
  • How the new federal COVID relief bill will affect Georgia (as well as how past relief bills have affected the state).
  • How the pandemic might affect healthcare in Georgia moving forward.

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, Partner in Charge of Alpharetta office, Frazier & Deeter

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.

Tagged With: Alpharetta CPA firm, COVID relief bill, Frazier & Deeter's Business Beat, Frazier Deeter, Georgia Public Policy Foundation, Kyle Wingfield, Partner at Frazier & Deeter, Roger Lusby, Roger Lusby CPA

Frazier & Deeter’s Business Beat: John Hightower, Arch + Tower, an FD Company

March 18, 2020 by John Ray

Arch+Tower
Business Beat
Frazier & Deeter’s Business Beat: John Hightower, Arch + Tower, an FD Company
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Arch+Tower
Roger Lusby and John Hightower

Show Summary

John Hightower of Arch+Tower joined this edition of “Business Beat” to discuss the interplay of customer experience, employee experience, and operational excellence. Roger Lusby, CPA is the host of “Business Beat” and the series is presented by Alpharetta CPA firm Frazier & Deeter.

John Hightower, Arch + Tower

Arch+Tower
John Hightower, Arch+Tower

John Hightower is the CEO of Arch + Tower. Arch + Tower, an FD Company, helps their clients win in the Experience Economy. We are helping close the experience gaps for clients’ – Customers and Employees – delivered with Operational Excellence. They call it their CX/Ex/Ox Framework(tm).

They work with business leaders by creating solutions that help clients bridge gaps, stand up under the weight of growth, and build for the future, hence the name Arch + Tower.

Their team partners with clients to deploy proven methodologies and a comprehensive approach – technology, data, people, processes – to deliver excellence within an organization.

Arch + Tower has served companies like Chick-fil-A, ChenMed, Peak Campus, Sunstate Equipment, Thrive Farmers, and others planning to scale solutions across multiple locations.

Arch + Tower has joined the Frazier & Deeter family of companies. They are excited to be helping to improve customer and employee experiences as part of an award-winning accounting and advisory firm with offices across the US and the UK.

Visit www.archandtower.com to discover the ways their team can help you span gaps and see farther with your people and projects.

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
Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

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: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

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

Arch+Tower

Tagged With: customer experience, CX, Employee Engagement, employee experience, Frazier & Deeter's Business Beat, Frazier Deeter, Operational Excellence, Operations, Partner at Frazier & Deeter, Roger Lusby, Roger Lusby CPA

Frazier & Deeter’s Business Beat: Cadence Bank

June 18, 2019 by John Ray

Business Beat
Business Beat
Frazier & Deeter’s Business Beat: Cadence Bank
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John Jackson, Bradley Carroll, Sam Tortorici, Randy Schultz, and BJ Green

Show Summary

A team of senior officers from Cadence Bank, led by CEO Sam Tortorici, joined this edition of Frazier & Deeter’s “Business Beat.” Topics included the recent merger with State Bank & Trust, serving Georgia and the North Fulton market specifically, and . This inspiring story of business success is brought to you by Alpharetta CPA firm Frazier & Deeter.

Cadence Bank

Cadence Bank is a regional bank that excels in two areas – above and beyond. With locations in Alabama, Florida, Georgia, Mississippi, Tennessee and Texas, Cadence provides corporations, businesses and consumers with a full range of innovative banking and financial solutions.

Committed to helping its clients succeed financially, Cadence’s experienced bankers take the time to discover more about their clients’ banking needs and pain points, building long-lasting relationships that work. This is accomplished through an array of services including commercial and business banking, treasury management, specialized lending, commercial real estate, payroll and insurance services, SBA lending, foreign exchange, wealth management, investment and trust services, financial planning, consumer banking, and mortgage lending.

See why Forbes ranks Cadence among the “Best Banks in America”.

Learn more at cadencebank.com.

Sam Tortorici, CEO of Cadence Bank

Sam Tortorici, CEO, Cadence Bank

Sam Tortorici is Chief Executive Officer and Director of Cadence Bank, N.A. and serves as President of Cadence Bancorporation. Tortorici has served in this role since July 2011, during which time Cadence has completed four acquisitions, raised debt capital and completed an Initial Public Offering to support the bank’s growth. Today, Cadence ranks as the 75th largest bank in the country.

A Birmingham, Alabama native, Tortorici graduated from the University of Alabama’s School of Accountancy. Upon graduation, he began a 24-year career at Regions Bank and predecessor AmSouth Bank where he held a number of senior commercial, finance and general banking leadership roles, including Chief Financial Officer of AmSouth and head of Regions’ Commercial & Industrial and Specialized Industries business. While at Regions/AmSouth, Tortorici held other key leadership positions for sales and service across a variety of business units, including Central Region President overseeing the Alabama, Georgia and South Carolina markets. He also led a failed bank acquisition by Regions in the Atlanta market and helped to sizably grow Regions’ presence in Metro Atlanta.

Tortorici resides in Atlanta and presently serves on the board of directors for the Metro Atlanta Chamber of Commerce and the Buckhead Coalition.

Randy Schultz, Managing Director, Specialized Industries

Randy Schultz, Managing Director, Specialized Industries, Cadence Bank

Randy Schultz has extensive banking experience, having held leadership roles in commercial banking, corporate and investment banking, and global treasury management. He formed Regions Banking Group (RRB) in April 2009 and prior thereto managed Bank of America’s Restaurant and Beverage Finance Group (“RBFG”) from 1996 to 2006. Schultz joined Cadence Bank in 2011, and as the Managing Director, Specialized Industries is responsible for leading delivery of the full range of Cadence services to branded restaurant, technology and healthcare companies. He also oversees Cadence’s SBA business. Randy and his wife Cathy live in Roswell, GA where he is the chair of the Roswell DDA and a member of Art Around Selection Committee.

John W. Jackson, Atlanta Commercial Banking Regional President

John Jackson, Atlanta Commercial Banking Regional President, Cadence Bank

John Jackson has been a banker in Atlanta for more than 30 years, having advanced through the leadership ranks of Atlanta’s most prominent middle market banks. He spent 15 years with Bank South focusing on retail banking, consumer lending, mortgage lending and commercial lending. In 1991, Jackson joined SouthTrust where his leadership responsibility grew from regional manager of East Metro Atlanta in 1991 to regional president of SouthTrust in Jacksonville, Florida. In 2004, Jackson co-founded Bank of Atlanta and served as its president and CEO. He built the bank into a profitable $230 million operation before it was acquired by State Bank and Trust in 2014. Jackson currently serves as Atlanta Commercial Banking Regional President of Cadence Bank, previously State Bank and Trust.

An Atlanta native, Jackson serves on the boards of the Winship Cancer Institute, Covenant House of Georgia, Carter Center Board of Councilors, Desire Street Ministries, Soloman’s Temple and Kaiser Permanente. He holds a Bachelor of Business Administration from the University of Georgia and serves as a member of the Terry Dean’s Advisory Council.

BJ Green, Georgia Commercial Banking Executive

BJ Green, Georgia Commercial Banking Executive

BJ Green oversees the strategic development, growth, quality and profitability of commercial middle market activities for Cadence Bank in Georgia. With more than 25 years of industry experience, Green previously served as senior vice president and commercial banking team manager for SunTrust Bank’s Atlanta division, where his team focused on meeting the banking needs of companies in the food and beverage, manufacturing, distribution, logistics, goods and equipment, and energy sectors. Green joined SunTrust Robinson Humphrey, Inc. in 2007 in the syndicated and leveraged finance department before moving to oil and gas investment banking in 2013. Prior to joining SunTrust, Green was with Banc of America Securities, LLC for seven years and Wachovia Bank for five years. He holds an MBA from Emory University’s Goizueta Business School and received a bachelor’s degree from the University of North Carolina at Chapel Hill.

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice and 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, Sarbanes-Oxley (SOX) and other regulatory compliance, mergers and acquisitions, and more. Alpharetta CPA professionals serve clients ranging from business owners and executives to large corporations.

Bradley Carroll, Frazier & Deeter

Bradley Carroll, host of this edition of Frazier & Deeter’s “Business Beat,” is a Principal in the Process, Risk, and Governance Department with Frazier & Deeter, CPAs as their Financial Services Practice Leader. Bradley also serves on the Financial Services Advisory Board of the Institute of Internal Auditors (IIA).  As a member of this Board, he has advocated on Capitol Hill on behalf of IIA initiatives.Carroll has been a member of the IIA for over 20 years.  He has given presentations on QAIP, Fraud, CoSourcing and OutSourcing, Annual Risk Assessments, Inherent vs. Residual Risk, Risk Assessment vs Control Evaluations, Data Analytics, BSA Independent Testing, IPPF, KPIs for Audit Committee Reporting, and has presented at the IIA’s All Star Conference, past Financial Services Exchanges, the IIA’s International Conference, various local IIA Chapters and various banking groups.  He is a CPA, CIA, CFSA, CRMA, is Certified in Financial Forensics (CFF), and has a Qualification in Internal Audit Leadership (QIAL) by the IIA.  He has a BBA in Accounting and is currently working on an MBA in Data Analytics.

Find Frazier & Deeter on social media:

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

Past episodes of Frazier & Deeter’s “Business Beat” can be found here.

Tagged With: Frazier & Deeter's Business Beat, Frazier Deeter, Partner at Frazier & Deeter, Randy Schultz, Sam Tortorici, State Bank, State Bank & Trust

Frazier & Deeter’s Business Beat: Scott Ballard, Northside Anesthesiology Consultants

May 22, 2019 by John Ray

Business Beat
Business Beat
Frazier & Deeter's Business Beat: Scott Ballard, Northside Anesthesiology Consultants
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Dr. Scott Ballard, Northside Anesthesiology Consultants, Jen Portilla, Frazier & Deeter, and Roger Lusby, Frazier & Deeter, on “Business Beat” presented by Alpharetta CPA firm Frazier & Deeter

Show Summary

Dr. Scott Ballard of Northside Anesthesiology Consultants joins Frazier & Deeter’s “Business Beat” to talk about managing the growth of his practice, the business challenges in medicine today, and recruiting physicians for a growing practice. This inspiring story of business success is brought to you by Alpharetta CPA firm Frazier & Deeter.

Dr. Scott Ballard, Northside Anesthesiology Consultants

Dr. Scott Ballard, Northside Anesthesiology Consultants

Dr. Scott Ballard is the Chairman and a practicing anesthesiologist at Northside Anesthesiology Consultants.  Northside Anesthesiology Consultants (NAC) is one of the largest anesthesiology groups in the country.  By the end of the summer we will have 75 anesthesiologists and nearly 170 anesthetists.  NAC covers all three of the Northside hospitals as well as about 18 surgery centers.  NAC partnered with a large corporate partner in late 2015, now known as Envision.  Envision is the largest employer of physicians in the country.  NAC is the sole aneasthesiology provider in the Northside system.

 

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice and 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, Sarbanes-Oxley (SOX) and other regulatory compliance, mergers and acquisitions, and more. Alpharetta CPA professionals serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Managing Partner of Alpharetta CPA firm Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is the 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.

 

Find Frazier & Deeter on social media:

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

Past episodes of Frazier & Deeter’s “Business Beat” can be found here.

 

Tagged With: Frazier & Deeter's Business Beat, Frazier and Deeter, Frazier Deeter, Northside Anesthesiology Consultants, Partner at Frazier & Deeter, physician recruitment, physician reimbursement, Roger Lusby, Roger Lusby CPA

Frazier & Deeter’s Business Beat: Chuck Walker, Chemlink Laboratories

April 16, 2019 by John Ray

Business Beat
Business Beat
Frazier & Deeter's Business Beat: Chuck Walker, Chemlink Laboratories
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Roger Lusby, Chuck Walker, and Matt Williams on “Business Beat” presented by Alpharetta CPA firm Frazier & Deeter

Show Summary

This edition of Frazier & Deeter’s “Business Beat” features Chuck Walker, Founder and Chairman of Chemlink Laboratories. The Chemlink story is fascinating, from their serendipitous beginnings in tablet technology to a successful enterprise which three decades later is recognized for their leadership in innovation and environmental sustainability.  Alpharetta CPA firm Frazier & Deeter is pleased to bring you success stories like Chemlink in the “Business Beat” podcast series.

Chuck Walker, Chemlink Laboratories

Chuck Walker, Chemlink Labs

Chuck Walker is the Founder and Chairman of Chemlink Laboratories. For over 25 years, Chemlink has been a leader and innovator in tablet technology. Founded in 1989 as a research and development company specializing in formulating effervescent powders and tablets used as cleaners and disinfectants. ChemLink’s patented technologies encompass a variety of markets including household, industrial, beauty supplies and medical/dental.

Since its inception, this Kennesaw, GA-based company has worked to reduce the environmental impact of its products, an effort which includes identifying renewable and less-toxic chemicals for its formulas. ChemLink also has become a strong advocate for sustainability among its customers and is recognized as an authority on cost-effective approaches to producing more earth-friendly products. In 2015, the company participates in the United States Environmental Protection Agency (EPA) Safer Choice program, an initiative that helps consumers, businesses and institutional buyers identify products which perform well, are safer to use and are cost-effective. In 2015, the company was recognized by the EPA as a Safer Choice Partner of the Year in the “Innovators” category.

Chemlink works with companies of all sizes, from independent entrepreneurial companies to Fortune 500 companies. Chemlink creates custom solutions to the challenges their clients face, whether that’s a need for a new delivery system for an existing product, or a problem that can’t be, or hasn’t yet been, solved by liquid formulations.

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice and 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, Sarbanes-Oxley (SOX) and other regulatory compliance, mergers and acquisitions, and more. Alpharetta CPA professionals serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Managing Partner of Alpharetta CPA firm Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is the 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.

 

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

Past episodes of Frazier & Deeter’s “Business Beat” can be found here.

Tagged With: dental cleansers, dental supplies, disinfectants, effervescent powders, Environmental Protection Agency, EPA, Frazier & Deeter's Business Beat, Frazier and Deeter, Frazier Deeter, household cleaners, intellectual property, kennesaw, Kennesaw GA, less-toxic chemicals, liquid formulations, Matt Williams, Partner at Frazier & Deeter, patent protection, Patents, renewable chemicals, Roger Lusby, Safer Choice Partner of the Year, Safer Choice Program, sustainability, tablet technology, tablets

FRAZIER & DEETER’S BUSINESS BEAT: Bill Doyle and Wes Connors with Workiva

January 15, 2019 by John Ray

Business Beat
Business Beat
FRAZIER & DEETER'S BUSINESS BEAT: Bill Doyle and Wes Connors with Workiva
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Roger Lusby, Wes Connors, Bill Doyle, and Jason Sammons

Bill Doyle and Wes Connors with Workiva

Workiva, the leading cloud provider of connected data, reporting, and compliance solutions, is used by thousands of enterprises across 120 countries, including more than 75 percent of Fortune 500® companies, and by government agencies. Our customers have linked over five billion data elements to trust their data, reduce risk, and save time. Bill Doyle is the Director of Strategic Partnerships, while Wes Connors serves as Strategic Account Director, Southeast Region.

 

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice and 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 the Alpharetta Office Managing Partner for Frazier & Deeter.  Jason Sammons is a Partner in the Process, Risk & Governance Practice of Frazier & Deeter.

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

Past episodes of Frazier & Deeter’s Business Beat

 

Tagged With: CPa, CPA advisors, CPA Alpharetta, CPA firm, Fortune 500 companies, Frazier & Deeter's Business Beat, Frazier Deeter, internal controls, Partner at Frazier & Deeter, PE-owned companies, public companies, regulations, reporting, reporting regulations, risk controls, Roger Lusby, Sarbanes-Oxley, SOX, timely information, Wes Connors

FRAZIER & DEETER’S BUSINESS BEAT: Daniel Peck from TAB Retail Remodeling

November 20, 2018 by John Ray

Business Beat
Business Beat
FRAZIER & DEETER'S BUSINESS BEAT: Daniel Peck from TAB Retail Remodeling
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Courtney Mishoe, Daniel Peck, Roger Lusby

Daniel Peck/TAB Retail Remodeling

TAB Retail Remodeling, Inc. specialize in crew specific interior remodel of big box retailers. They handle everything from merchandising, fixture install/breakdown, fixture anchoring, millwork, and graphics.

TAB Retail Remodeling has always operated with a competitive spirit, never settling for any thing less than being the best. Their merchandising, carpentry, racking, fixturing, and graphics teams are continuously required to fine tune their trades. TAB’s corporate management team has complete knowledge of and ability to perform all of their services offered.

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice and 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 the Alpharetta Office Managing Partner for Frazier & Deeter.

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

Tagged With: Courtney Mishoe, CPa, CPA advisors, CPA Alpharetta, CPA firm, Daniel Peck, fixture breakdown, fixture install, Frazier & Deeter's Business Beat, Frazier Deeter, graphics, merchandising, millwork, Partner at Frazier & Deeter, Roger Lusby, TAB Retail Remodeling

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