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E41 Rich Maltzman with EarthPM Jim Stewart with JP Stewart Associates and Janelle Lee with FinTech

November 12, 2019 by Karen

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Phoenix Business Radio
E41 Rich Maltzman with EarthPM Jim Stewart with JP Stewart Associates and Janelle Lee with FinTech
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E41 Rich Maltzman with EarthPM Jim Stewart with JP Stewart Associates and Janelle Lee with FinTech

Are you effective in facilitating Project Meetings? Are you struggling with the shifting landscape within IT as a PMO leader? We cover these questions and a broad list of topics in this fast moving show with Rich Maltzman, Jim Stewart, and Janelle Lee.

Rich and Jim give us the backstory and details on their book, How to Facilitate Productive Project Planning Meetings: A Practical Guide to Ensuring Project Success. Learn how to get past the goblins impacting your meetings. Jim and Rich also share tips and techniques from the book to provide practical solutions to be more effective.

Janelle shares her story and career path leading to a PMO leader role within a Fortune 500 organization. She discusses leading X-ennials and Millennials, how the PMO is involved in organizational transformation and also the shifting landscape within IT. We also hear Janelle discuss Maggie’s Place which provides shelter, life-changing programs, and services for pregnant and parenting women and children. Visit www.maggiesplace.org to learn more and see how you can assist. ​

Tune in for upcoming shows with Project Management leaders and subscribe to the podcast on Apple Podcast, iHeartRadio, Spotify, Spreaker, Stitcher, or your favorite podcast platform!

Thanks to our sponsor THE PMO SQUAD. Visit www.thepmosquad.com to learn about the Purpose Driven PMO, PMO as a Service, and all their project management services.

EarthPM is a Project Management consultancy focused on generating long-term success for projects and project managers. It was established in 2009 and has since been engaging clients in the US, Canada, Malaysia, South Africa, China, Costa Rica and in Europe. It has focused on sustainability thinking in PM but has covered general project management consulting and training.

Rich-headshot-2019-jpgRich Maltzman, PMP, started his professional career in 1978 as an engineer at what is now Nokia, after receiving a BSEE and MSIE degrees. Since1988 he’s been a PMO leader, including a 2-year assignment in The Netherlands overseeing a team of projects in Europe, Middle East, and Africa.

In parallel, Rich has taught at the University level for over 30 years co-authored several books on PM competency and sustainability, as well as a “how-to” book on planning and facilitating successful project meetings. Rich is currently a full-time Senior Lecturer at Boston University, teaching graduate-level courses in Project Management, Project Communications, and Qualitative and Quantitative Decision Making.

Connect with Rich on LinkedIn and Twitter.

JP Stewart Associates is a project management consulting and training company. We provide short and long-term consulting in: Agile and waterfall projects, portfolio management, PMO setup, best practices. We also provide training in PMP prep and Scrum methodologies.

JimStewartJim Stewart, PMP, CSM, started his professional career in IT as a network engineer at Harvard, eventually gravitating into managing IT projects. In 2003, he founded JP Stewart Associates during which time he has consulted to organizations large and small in regard to project management best practices.

For the past few years, he has increasingly incorporated Agile into his practice, most recently becoming certified as an IC-Agile coach. He has also taught masters courses in project management at Brandeis University and has taught hundreds of students in becoming PMPs.

He recently co-published “How to Facilitate Productive Project Planning Meetings” and is working at a customer in the Boston area on a PMO and portfolio management.

Connect with Jim on LinkedIn and Twitter and follow JP Stewart Associates on Facebook.

JanelleLeeJanelle Lee is a Director of Project Management for a Fortune 500 financial technology (FinTech) organization. She is a Project Management Professional (PMP), PMI Agile Certified Practitioner (PMI-ACP), Certified in Risk and Information Systems Control (CRISC), a Certified Scrum Master (CSM), and holds a Bachelor of Science in Information Technology Management.

She has been in the FinTech industry for 18 years and project management for 15 years. Janelle is a thought leader in her organization focusing on organizational and methodology transformation as well as process re-engineering. She has transformed several organizations and departments from traditional organizations and structures to value-centered delivery organizations with a flexible development methodology. Janelle is passionate about challenging the traditional project standard status quo and implementing programs which improve the effectiveness of project delivery.

Janelle is an advocate for advancement of women in technology and impoverished and underprivileged women. She’s an active member of w.NET (Women’s Network in Electronic Transactions) and regularly volunteers her time to Maggie’s Place, which provides shelter, life-changing programs, and services for pregnant and parenting women and children. (www.maggiesplace.org)

Tagged With: facilitation, meetings, organizational transformation, planning, project management, projectmanagement, running effective meetings, success, Value stream management, Women In Technology

Episode 62: The One Thing You Need to Know About Estate Planning – Deshonda Charles

September 9, 2019 by Mike

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Business Infrastructure
Episode 62: The One Thing You Need to Know About Estate Planning – Deshonda Charles
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Estate planning is NOT just for wealthy people. In fact, Estate Planning Attorney Deshonda Charles says, “An estate plan is your strategic plan to preserve and protect your business and assets over your lifetime.” It’s never too late to get one in place and it ensures you don’t leave a burden behind after you die or become unable to operate your business. In this episode, Deshonda not only dispels common myths about estate plans, but she defines the specific people, processes, and tools to help you get an estate plan documented and backed in a court of law. With her down-to-earth approach, she removes the stigma and fear of estate planning, making it accessible to business owners and families alike.

Special Guest: Deshonda Charles, Esq., President & CEO – The Tackett Firm, PLLC

Location:  Houston, TX  USA

Show Notes:

  • Wear Clean Underwear! A Fast, Fun, Friendly, and Essential Guide to Legal Planning for Busy Parents: a book by Alexis Martin Neely.
  • Selling a Small Business and Succession Planning for Small Businesses: a free 17-page pdf provided courtesy of the Small Business Administration (SBA).
  • Estate Planning You Should Be Doing and When You Should Be Doing It: an article posted on Forbes.com by Abby Schneiderman.
  • 4 Estate Planning Myths that Refuse to Die: an article posted on Forbes.com by Ron Carson.

 

Tagged With: estate planning, planning

E37 Andy Jordan with Roffensian Consulting and Ray Ragan with Vantage West

September 9, 2019 by Karen

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Phoenix Business Radio
E37 Andy Jordan with Roffensian Consulting and Ray Ragan with Vantage West
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E37 Andy Jordan with Roffensian Consulting and Ray Ragan with Vantage West

Are you a PMO Leader? If yes, this is the show for you! Andy and Ray share their stories about what helps to make PMOs successful, why they fail, and what the future looks like. Andy joined us from Honduras and we leveraged his vast experience to learn some of the common pitfalls which lead to PMO failure. More importantly he shared the need to align the PMO to Strategy to be successful.

Andy also shares what we can expect with the future for PMO Leaders. Ray’s military background has provided him a unique perspective and experiences for leading his PMO. The results have been impressive with significant improvement and success. Listen to hear Ray share the steps he has taken to lead his PMO and the benefits enjoyed by his organization.​

Tune in for upcoming shows with Project Management leaders and subscribe to the podcast on Apple Podcast, iHeartRadio, Spotify, Spreaker, Stitcher,or your favorite podcast platform! Thanks to our sponsor THE PMO SQUAD. Visit www.thepmosquad.com to learn about the Purpose Driven PMO and all their project management services.

Roffensian Consulting is a management consulting firm based in Roatan, Honduras. It supports clients in North America and beyond with strategic management support, particularly regarding portfolio management, PMOs and related areas. It delivers results by helping clients to improve their business results through more effective execution of strategy from goal setting to benefit realization.

Andy-Jordan-on-Phoenix-Business-RadioXAndy Jordan is the President of Roffensian Consulting. He has led numerous business critical initiatives in Europe and North America and has built, rebuilt and managed PMOs in multiple industries from banking and investments, to software development, from corporate education to government.

Andy is a well known and in demand thought leader on PMOs and portfolio management with more than 1,000 contributions to ProjectManagement.com, as well as presenting hundreds of webinars, conferences and keynotes.

He is the author of Risk Management for Project Driven Organizations, of the LinkedIn Learning course Portfolio Foundations and has a new course, Delivering Results with a Business Driven PMO, launching on LinkedIn later this year.

Connect with Andy on LinkedIn and follow Roffensian Consulting on Twitter.

From the very beginning, Vantage West Credit Union existed to suit the needs of the community. In 1955, we started in a one-room barrack at Davis-Monthan Air Force Base with the mission to help Tucson’s airmen and their families. Back then, the humble DMAFB Federal Credit Union, as we were then known, served a little under 600 Members and had less than $60,000 in assets. By the end of the 1960s, we had already grown to nearly 14 thousand Members, sowing the seeds for the rapid growth we would see in the decades to come.

Vantage West got its current name in August of 2006, when the Board of Directors gained regulatory approval to convert from a federal to a state charter. The new name better represented the diversity of our Members and paved the way for continued expansion across the state of Arizona.

In 2010 and again in 2014, Vantage West expanded by merging with First Edition Community Credit Union and the former Tombstone Federal Credit Union. Despite explosive growth, Vantage West has retained its core mission of investing in our surrounding communities. Our Members are loyal to us because we’re loyal to them. As we continue to thrive, we are able to better serve our Members and communities so they may thrive too.

Ray-Ragan-on-Phoenix-Business-RadioXRay K. Ragan, MAd (PM), PMP is the Assistant Vice President of Project Management for the Tucson-based Vantage West Credit Union. Prior to joining the Credit Union movement, Ray worked in defense and FinTech, bringing machine learning, intelligence systems, along with speech and predictive analytics to enterprise scale.

Ray holds a Master’s degree in Administration from Northern Arizona University with an emphasis in Project Management and a Certificate in Strategic Decision and Risk from Stanford University. He is a credentialed Project Management Profession (PMP) and has several Agile Project Management certifications.

Ray is a highly decorated U.S. Army Reserve officer, serving combat tours in Iraq and the Philippines and multiple mobilizations around the world.

Connect with Ray on LinkedIn.

ABOUT THE PROJECT MANAGEMENT OFFICE HOURS SERIES

Project Management Office Hours is intended to provide Project Management professionals a place to drop in and discuss Success Stories, Best Practices, and Lessons Learned.  Project Management Consultant Joy Gumz has shared with us, “Operations keep the lights on, strategy provides the light at the end of the tunnel, but project management is the train engine that moves the organization forward.”  

Each of us has a unique story to tell, but collectively we share a message that organizations who embrace Project Management Best Practices perform better than those which don’t.  Organizations which align Projects to Strategy perform better.  Organizations with Engage Executive Sponsors deliver better results.  Organizations which measure Project Management performance outperform those which don’t.

During our Project Management Office Hours, we hear directly from Industry leaders how to make an impact in our profession. How we, collectively, will Advance Project Management Best Practices, One Listener at a time! 

Project Management Office Hours is powered by The PMO SQUAD 

ABOUT YOUR HOST

Joe Pusz started THE PMO SQUAD to bring real world PMO Leadership experience to the consulting space and to advocate for Project Management through his blog PMOJOE.com. The old saying is “Do what you love and you’ll never work a day in your life.” Following this mindset Joe left Corporate America in 2013 to start THE PMO SQUAD and work with fellow Natural Born Project Managers to advance Project Management Best Practices.

THE PMO SQUAD focuses exclusively on PMO and Project Management consulting. Corporate America is full of Accidental Project Managers running projects who haven’t been trained to be PMs. To help solve this problem THE PMO SQUAD is on the Leading Edge with PMO As a Service. PMO As a Service allows our clients to focus on their respective core competencies while THE PMO SQUAD delivers Project Management expertise. Contact Joe at 678-591-7868. Follow The PMO Squad on LinkedIn, Twitter and Facebook.

Tagged With: execution, military, planning, PMO, portfolio management, PPM, project management, strategy, value delivery

Katharine Chestnut with Alkaloid Networks, Lisa Laday-Davis with Kennesaw CPA and Nikkita Gordon with Cute and Cocky

June 11, 2019 by angishields

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Atlanta Business Radio
Katharine Chestnut with Alkaloid Networks, Lisa Laday-Davis with Kennesaw CPA and Nikkita Gordon with Cute and Cocky
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Katharine Chestnut spent 30+ years focused on marketing strategy continues to provide marketing consulting along being active as a speaker and mentor. She opened Alkaloid Networks, an Atlanta coworking office, four+ years ago and recently launched the Atlanta Coworking Alliance.

Connect with Katharine on LinkedIn, follow Alkaloid Networks on Twitter and Facebook, and Atlanta Coworking Alliance on LinkedIn, Twitter and Facebook.

Lisa Laday-Davis has been a CPA for over 18 years Specializing in Accounting, Tax and Business Planning. She started Kennesaw CPA with the goal of assisting small business owners and entrepreneurs in creating and maintaining thriving businesses. She creates educational webinars, programming and products specifically for business owners.

Laday-Davis is a graduate of Louisiana State University and is licensed in the field of accounting, insurance and risk management. She lives in the Metro Atlanta area.

Follow Kennesaw CPA on LinkedIn, Twitter and Facebook.

Nikkita Gordon, CEO of Cute and Cocky. Never Be Compromised with Cute & Cocky Firearm Accessories and Apparel.

Tagged With: coworking, CPa, Diverse, emote Worker, entrepreneur, Executive Protection Security, FRS-1, Independent Contractor, Law Enforcement, planning, Solopreneur, Tax Guide, tlanta Coworking Alliance, Women Holster Manufacturer

Inspiring Women, Episode 5: The Journey Or The Destination

June 2, 2019 by John Ray

Inspiring Women PodCast with Betty Collins
Inspiring Women PodCast with Betty Collins
Inspiring Women, Episode 5: The Journey Or The Destination
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Episode 5: The Journey or the Destination?

A lot of people don’t realize that the most important part of the destination is the journey you take to get there. All our lives, we’re thinking about the next “thing,” the next destination. We easily lose sight of the journey with all of life’s distractions, but we live the journey day-to-day, and we need to enjoy those moments as they come.

In this episode of “Inspiring Women,” I speak with Elise Mitchell, the author of Leading Through the Turn, a fresh take on leadership that offers simple yet impactful takeaways. It’s an “all in the trenches” handbook from a leader who has found far more success in her journey than her destination.

Elise Mitchell, Author of Leading Through the Turn

Elise Mitchell

Elise’s experience encompasses both entrepreneurial and corporate life. She is the founder of three companies — two in leadership development, one in public relations. Most notably, she is founder and chairman of Mitchell Communications Group, one of the top 10 fastest-growing public relations firms globally and a two-time Inc. 500/5000 fastest growing company.

The firm has twice been named Agency of the Year by PR Week and The Holmes Report. Clients include Walmart, Procter & Gamble, Marriott, Mondelez and other well-known brands.

Under her leadership, the agency grew more than 500% in five years. At the end of 2012, Elise sold her firm to Dentsu, Inc., the world’s largest ad agency, based in Tokyo, Japan. She led the successful integration of her firm over a five-year period in a newly established global parent company, Dentsu Aegis Network.

Elise serves as CEO of the Dentsu Aegis Public Relations Network, leading M&A efforts and collaborating with colleagues in nine countries to leverage growth opportunities and position the collective internationally.

Today she also advises clients through her own leadership and business consultancy.

“Inspiring Women” Podcast Series

“Inspiring Women” is THE podcast that advances women toward economic, social and political achievement. The show is hosted by Betty Collins, CPA, and presented by Brady Ware and Company. Brady Ware is committed to empowering women to go their distance in the workplace and at home. Past episodes of “Inspiring Women” can be found here.

Show Transcript

Betty: [00:00:00] The journey or the destination. What’s your choice?

Betty: [00:00:05] Some people really, most people actually, look at here’s my destination. Here’s my goal. Here’s where I want to be. Very few people realize that the most important part of the destination is the journey you take to get there. So I want to talk about that today.

Betty: [00:00:21] You know all our lives we’re thinking about the next thing. We’re thinking about the next destination. Whether it’s “Hey, I can’t wait to drive.” “If only I can graduate.” “I’ve got to go to college.” “I want to get my MBA.” “I probably want to get married or have a significant relationship and yeah kids let’s get the kid thing going.” And then before you know you’re raising them and you’re ready for grandkids. And by all our lives we’re talking about retirement. Well is it the destination or is it the journey? Which one’s more important.

Betty: [00:00:55] Most of us would say “Oh the journey you know yeah the journey.” But in reality, our actions say the destination.

Betty: [00:01:03] Examples of easily where we lose sight about it. Biggest one probably feel relate to most losing weight. Again, but losing weight. Right. But if health becomes a lifestyle. And your diets are now over it’s probably because you realized there’s a journey and it’s every day when it comes to weight and health and making good decisions. You know I look at weight. I’m all over the place. I love to eat. I like fine dining. I like all that. But when I go with one meal at a time instead of I can only have 1200 calories today I do better.

Betty: [00:01:40] I enjoy the cooking piece a lot more when I’m just enjoying the journey. If it’s about dinner, that’s the destination right? But the journey of learning to cook and spices and fresh, all those things can be fun. When I focus on just fruits and vegetables are my side versus what I can eat. Those are things that just start happening and become a part of your life every day.

Betty: [00:02:07] We exercise, right? We’re either really extreme or we’re gonna go to the gym every day and because we’ve got to get to this destination of “I want to lose all this weight so I’m done.” Instead of you know run a 5K, learn how to run, learn how to build that up. It really is about the quiet time. It’s the music on the headsets. It’s being outside. It’s the progress that you make. And then you finally get to have the race. So it’s not about the race. It’s about leading up to the race.

Betty: [00:02:36] Here’s one we all understand. Holidays. It’s all about the big Christmas morning. It’s about the right gift, receiving and giving, when you could just say I am going to enjoy the Advent season. So advent calendars and a small simple reminders every day of Christmas. The Nutcracker. When’s the last time you enjoyed that? And the Rockettes. Netflix now makes it really easy to enjoy Christmas music all through the season. It’s all categorized, it’s all easy instead of waiting for that TV DVR thing.

Betty: [00:03:08] You can even go out to fine dining in the midst of the craziness. Dress up and enjoy a night out because it’s all part of the Advent season. Lights and decorations, red or green, gold or silver, blue tinsel, purple. Choose it all but enjoy it. The whole six weeks.

Betty: [00:03:29] And Christmas cards. You know it’s not about how many you get in the mail. It’s really you get to have a time where you’re writing a personal note to someone. That’s enjoying the journey.

Betty: [00:03:40] Cookie bake. My daughter and I started a cookie bake in fifth grade because I always had cookie bakes with my mom. I have the recipes from my grandmother. Who gave them to my mother who gave them to me and I started this process with my daughter in fifth grade. Sugar cookies only, decorating, two hours with their friends, I was done. She’s now 26 and we’re going to be doing cookie bake with her college friends, who probably are her lifetime friends. That’s enjoying the journey.

Betty: [00:04:06] It’s not about the big gift. It’s not about eating the cookie. It’s the process of generations of recipes. It’s the process of spending time and yeah your kitchen’s a mess for about five, eight hours and you’re exhausted but what a journey.

Betty: [00:04:23] And then of course Christmas Eve and Christmas day come and there’s not a big let down when you kind of just start enjoying it all along. And if the big gift didn’t work out you kind of missed the moment you thought was everything it was, right? The destination.

Betty: [00:04:37] Or hey it’s a new year. We set real unrealistic goals because we’re going to plan, we’re going to achieve things, and then it results in failure. So change that and look at what it was my journey going to look like in ’19 or ’20 or ’21 whatever it is.

Betty: [00:04:52] Here’s what I’ve done really well with the journey and I learned this the hard way through divorce. When I went through divorce my attorney was great but the destination was to be divorced. But I will tell you a counselor said to me if you continue to do all the good things the right things and the things that are normal and everyday stuff, you’re probably gonna end up in the same place. So I would change how you live day to day so you have different results.

Betty: [00:05:20] So I started taking that to heart. So my kids, I’m a single mom after the divorce, and it’s school time. You know how mornings are. But we always had breakfast once a week at Bob Evans. Part of the journey. Not getting to school, not just getting through the day, not just getting them out the door. It was just let’s go have some breakfast.

Betty: [00:05:37] Family traditions. I learned this from my parents really well. I still have all those traditions but I also buy new traditions with my kids. And it’s not about the holiday or it’s not about the event it’s about we do this every year and we add to it. We take away from when it works.

Betty: [00:05:55] I look at the Women’s Initiative at Brady Ware. I try to focus right now on what women are doing right now today. We’ve had women that have gotten involved with Habitat Humanity For Single Moms, raised all kinds of money. We’ve had women that raised money when Puerto Rico really went through two hurricanes back to back. And that woman today is going back to Puerto Rico to talk on a panel about women because we helped a school for girls during a really tough time. That’s the journey. It’s not what is the Women’s Initiative going to accomplish? What is it that we want to get out of it? Where are we today? I enjoy more watching the women of Brady Ware evolve.

Betty: [00:06:39] Another great example, and it was all really not intentional by any means, but when I merged into Brady Ware, it was about a 14 month courtship of negotiations and coming together and how are we going to take two businesses and make them one. I focused a lot on “I’m going to get to the big company.” “I’m going to get to the opportunity where there’s more.” “I’m going to have this new day with a new twist.” And what I didn’t realize was how much tough work it would be when I hit the destination, right? I got there, but I had arrived. So now what. And I will tell you once I figured out that I had arrived I learned that I had a whole new day and I wasn’t ready.

Betty: [00:07:17] But my growth and my opportunity and my success over these past six years have been two fold in comparison to the first 24 years of my career. The difference is that I finally realized I made it to the destination, but I wasn’t prepared to be there. So I had to really look at what is now the newest destination and I was going to make sure that I took the journey so I could get there successfully.

Betty: [00:07:41] Now what? And what would be the next destination? No idea. So I decided instead I was going to enjoy my moment. I remember the first day at Brady Ware when I was downtown and I had this beautiful office looking over The Scioto Mile, and the Capital and I had all my same computers and I had all my same staff and I had all my same clients and yet. I’ve arrived at this destination and I had no idea what to do. It was an “aha!” moment.

Betty: [00:08:11] So I did the one thing I always know what to do and that’s go have lunch. And I called my husband I said I’m completely lost and he said no you’ve arrived. It’s time to enjoy the moment and go to the next step. Go to the next destination but enjoy a little bit more and be ready. So I took that to heart and I did that.

Betty: [00:08:31] Instead I focused on building relationships within Brady Ware and outside of Brady Ware. I decided I was gonna improve my skill sets. I wasn’t going to go get a bunch of clients, I was going to go get a bunch of stuff. It was knowing an improved skill sets.

Betty: [00:08:46] I’m also going to be part of central Ohio. Here I am downtown in the heart of Columbus and I don’t even know a thing about it. I lived here my entire life.

Betty: [00:08:55] Please do not misunderstand me. You have to set goals. You have to have a plan. You do have to have that. But don’t let the destination consume you.

Betty: [00:09:04] Example. I always want more clients. We all do right? It generates revenue at the end of the day. So I turn my focus on the small business owner. I turn my focus on helping women who own their businesses. Because they struggled different than men who own their businesses.

Betty: [00:09:23] I joined an amazing group called NAWBO, the Columbus chapter, the National Association of Women Business Owners. I decided I was going to support an organization the one I chose was the Women’s Small Business Accelerator, the WSBA. Developing skills that were not related to accounting, changing my focus on who I was working with and in what they needed. Becoming part of organizations that support me and help me and help others all the sudden began changing me professionally. And before I know it, I was at another destination in another milestone. I enjoyed that journey and all of the outcome. And guess what. At the end of the day, I got more clients and I met my revenue goals. It just was done with a different mindset because it was focused on the journey and going along instead of the end result which was getting the client and that revenue.

Betty: [00:10:20] So the goal was met, right? I can look back and see the journey and the growth. There’s a lot of outcomes that come with focusing on the journey and not the destination. First is you don’t forfeit all the life lessons and experiences if you miss the journey. If you go through the journey you’re going to learn those lessons.

Betty: [00:10:42] You’re also trying to acquire different skills. And you’re going to achieve and maybe even refine who you are. We all need that.

Betty: [00:10:51] You’re going to make necessary changes along the way so that you don’t have regrets when you get to the destination, right? You’re going to work on things as you’re seeing them.

Betty: [00:11:01] You probably are going to learn to preserve, enhance your personal self, who you are. Keep redefining that.

Betty: [00:11:09] And you’re going to shape your character. Those are the outcomes of the journey and not just the destination. And someday you’re going to call upon all those outcomes and use them at the appropriate times. I know as I look back with my whole career and especially the last several years when I really developed and had some really really cool journey time. I’m now ready for the destination, when I got there. Unlike when I came here six years ago.

Betty: [00:11:38] If you’re fortunate you’ll be ready for the next part of your journey, that will lead you to the next destination and that’s really where I am right now.

Betty: [00:11:46] Reaching your destination. It’s just a moment in time. But travelling towards your destination is an every day thing, and you don’t want to miss it. Change your mindset. The journey or the destination. And I’m going to challenge you today. Let the journey become your focal point. It’s far more rewarding than the destination. One thing you could do is certainly read a book, Leading Through The Turn by Elise Mitchell. She’s a great woman and she’s a great read.

Betty: [00:12:17] So I’m going to challenge you today with a couple of questions and some things that hopefully will provoke some thought. What destination are you thinking about right now? You may not be thinking about any of them. Maybe you need a vision or a goal something that you can work towards. But mostly I want you to think about what is the journey going to look like. What’s it going to feel like. That’s the real question. So today hopefully I’ve made you come to some conclusions about the journeys more important than the destination. And hopefully today you’ll change your mindset and have much more fulfillment getting there. Take it to heart and start being intentional about the moment. The day to day. That journey along the way to your destination.

Tagged With: Dayton accounting, Dayton business advisory, Dayton CPA, Dayton CPA firm, destination, Elise Mitchell, empowering women, Goal Setting, Inspiring Women, it's the journey, Leadership, Leading Through the Turn, NAWBO, NAWBO Columbus Chapter, planning, Women in Business

Ed Fortier with Strategic Stewardship, Kevin McDonough with Miles Hansford & Tallant, and Rand Cabus with Mojo Vinyl Records

February 6, 2018 by Mike

North Fulton Business Radio
North Fulton Business Radio
Ed Fortier with Strategic Stewardship, Kevin McDonough with Miles Hansford & Tallant, and Rand Cabus with Mojo Vinyl Records
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John Ray, Kevin McDonough, Rand Cabus, Ed Fortier

Ed Fortier/Strategic Stewardship

Complexity and volatility in today’s financial and business environment dictate a collaborative planning approach. Strategic Stewardship integrates their knowledge with specialists in legal, accounting, banking, trusts, benefits, retirement, and related fields for their clients. Their national reach through PartnersFinancial, a national community of industry-leading, independent life insurance and financial professionals, and NFP gives them access to institutional resources without sacrificing responsive personal service. For more than 25 years, the organization has supported its members as they build insurance industry knowledge and expertise. In the process, PartnersFinancial members created a powerful culture of ideas sharing and collaboration – all for the benefit of their claims.

Kevin McDonough/Miles Hansford & Tallant

Attorney Kevin McDonough with Miles Hansford & Tallant has worked with businesses for the past 15 years. In this role, Kevin has been involved in all parts of a business life – from starting a company, to helping draft contracts, to protecting a company involved in litigation, to participating in the sale or wind down of a business. Across these issues, Kevin focuses on bringing strategic, practical concepts to solve legal and business problems. As a continuation of his business focused law practice, Kevin is civically involved working to help businesses as well. He is chairman elect of the Cumming Forsyth Chamber of Commerce.

Rand Cabus/Mojo Vinyl Records

Mojo Vinyl Records is an independent record store established in 2011 in historic Roswell, GA. The store buys and sells new and used records. They also sell Audio-Technica, Music Hall and Pioneer turntables, art and miscellaneous cool stuff. Mojo Vinyl Records celebrates Record Store Day every year since 2012. Their motto is “Listen Naked” since vinyl is the natural sound. Come by, hang out and listen to some good music. Buy something too.

Tagged With: contract drafting, Digital Ignition, Ed Fortier, Kevin McDonough, Legal, litigation, Mike Sammond, Miles Hansford & Tallant, Mojo Vinyl Records, North Fulton Business Radio, planning, Proactive Payroll, Rand Cabus, stewardship, Strategic Stewardship, trusts

BREAKING PAR IN BUSINESS: Marbury Creative Group and Grandview Strategic Partners

January 29, 2016 by Mike

Gwinnett Studio
Gwinnett Studio
BREAKING PAR IN BUSINESS: Marbury Creative Group and Grandview Strategic Partners
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Rich Bartolotta, Rob Marbury, Bryant Shipp, David Morris
Rich Bartolotta, Rob Marbury, Bryant Shipp, David Morris

Rob Marbury/Marbury Creative Group

Rob Marbury, Marbury Creative GroupMarbury Creative Group, based in Duluth, GA, is an award-winning branding and advertising agency founded in May 2010 by Rob Marbury, after 22 years as an art director, creative director and VP creative in the advertising industry.

The Marbury motto is ‘Tell it Better! (if necessary, use words.)” For more information, or to see samples of the agency’s work, please visit WeTellitBetter.com, email Rob at rob@marburycreativegroup.com or call 648-735-5220.

Bryant Shipp & David Morris/Grandview Strategic Partners

Bryant Shipp, GrandviewDavid Morris, GrandviewGrandView Strategic Partners is the investment advisory entity of the GrandView integrated group of financial services companies. GrandView’s team of specialists works closely with business owners – and high net-worth individuals – providing solutions to address investment needs.

GrandView’s approach emphasizes preservation of principal, with a focus on current and future cash flow. By focusing on generating passive income, they strive to help clients successfully achieve life’s milestones.

Rich Bartolotta/Schooley Mitchell

Rich 2Rich Bartolotta of Schooley Mitchell is the host of “Breaking Par in Business“.

Schooley Mitchell is the largest independent consulting business in North America that specializes in helping businesses improve profitability by reducing telecom and merchant services expenses.

One unique aspect of their offering is that they work on a contingent fee basis, meaning their fee is a share of the savings they generate. So business owners take no risk in working with Schooley Mitchell.

Schooley Mitchell has been in business since 1980, saving thousands of clients almost a quarter of a billion dollars. To learn more about Schooley Mitchell Atlanta go to schooleymitchell.com/rbartolotta or email Rich at rich.bartolotta@schooleymitchell.com.

Schooley Mitchell Logo

 

 

 

 

 

 

Tagged With: Creative, David Morris, finance, financial planning, Grandview, Grandview Strategic Partners, marbury creative group, marketing, money planning, planning, Radiox, rich bartolotta, Risk Management, rob marbury, schooley mitchell, wealth management

Paying for Long Term Care

July 11, 2014 by Mike

Gwinnett Studio
Gwinnett Studio
Paying for Long Term Care
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Ryan Florence, Victoria Collier, Eric Burkard
Ryan Florence, Victoria Collier, Eric Burkard

Senior Salute Radio brings timely information to leading edge Boomers and Seniors about issues involving care-giving and aging.  Learn from both professionals and regular people going through the process with their families. Each week we will also Salute an incredible Senior.

Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Special Guests:

Ryan Florence/Kiker Wealth Management

???????????????????????????????Kiker Wealth Management is a comprehensive Financial Advisory Services Firm that believes the wisdom is in the planning, especially when it comes to preparing for long-term health care needs. Based in Jasper, GA, the Kiker team of advisers have been serving families throughout the Atlanta region for 14 years by helping ensure that these families have the proper tools to deal with their continuing care needs.

Eric Burkard/Burkard Insurance

Eric Burkard, Burkard InsuranceEric Burkard is a life insurance agent with Burkard Insurance who specializes in long-term care funding solutions and other risk management products to help protect his clients’ assets, income and families.

 

 

 

 

Victoria's photoCelebrated Seniors

This week’s Celebrated Seniors are Harold Walton and Mary Phillips. Tune in to this episode of “Senior Salute Radio” to hear their stories.

 

 

???????????????????????????????New Book

Victoria Collier’s new book on long term care is Don’t Go Broke in a Nursing Home!

 

Tagged With: elder, elderly, elderly care, eric burkard, financial planning, home care assistance, Kiker wealth management, long term care, long term care insurance, medicaid, medicare, nursing home, planning, ryan florence, Victoria Collier, victoria l. collier, wealth management

Business Planning Tips From CPAs Bruce Paulk and Gary Clayton. Plus Short Sale Tips from Closing Attorney Matt Dickason and Renovation Loan Banking Specialist Brian Stephens

December 15, 2011 by lee kantor

Atlanta Business Radio
Atlanta Business Radio
Business Planning Tips From CPAs Bruce Paulk and Gary Clayton. Plus Short Sale Tips from Closing Attorney Matt Dickason and Renovation Loan Banking Specialist Brian Stephens
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Today we opened the show with a couple of  Atlanta’s top Certified Public Accountants Bruce Paulk and Gary Clayton with Clayton Paulk and Associates CPA firm.  They shared a ton of business planning tips that they use to help their clients prepare for life’s uncertainties. They talked about how they work with their business owner clients to create a checklist that helps them with their succession planning, risk mitigation, disaster planning and other important stuff that most business owners don’t spend enough time thinking about. If you are looking for a business CPA firm that does more than your taxes you should really check these guys out.

Next up we had an in depth conversation about short sales and the foreclosure process with Closing Attorney Matt Dickason with Dickason Law Group and Renovation Loan Specialist Brian Stephens with Wells Fargo Home Mortgage. Many Atlanta short sale sellers have homes that have not been maintained and they do not have the funding necessary to bring the homes up to good condition. Renovation loans allow the buyer to buy a short sale “as is” and then have funds added to their purchase mortgage to have the home renovated after closing

A special shout out to our sponsor – the Business Marketing Association – Atlanta Chapter.  Please go to their website to register for their monthly events www.bmaatlanta.com/events

Also . . . if you know of a business in Atlanta that we should know about, please email Amy Otto at Amy@ atlantabusinessradio.com and we’ll invite them to appear on the show.

 

Tagged With: loan, planning, short sale

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