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Dawn Cook Causey, DayBreak Enterprises, LLC

November 5, 2021 by John Ray

Dawn Cook Causey
North Fulton Business Radio
Dawn Cook Causey, DayBreak Enterprises, LLC
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Dawn Cook Causey

Dawn Cook Causey, DayBreak Enterprises, LLC (North Fulton Business Radio, Episode 408)

Executive coach Dawn Cook Causey joined host John Ray to define emotional intelligence (EQ) and explain why sharpening your EQ is so vital to business sucess. Dawn also offered practices for developing self-awareness, how she coaches her executive and business leader clients, and much more. She also shared a new e-book, Every Day is an Interview, which debuts soon.  North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

DayBreak Enterprises, LLC

DayBreak’s mission is to help organizations drive profits by developing their people.

They believe that better emotional intelligence (EQ) leads to better leaders which lead to better business performance. Research shows that leaders and teams with high EQ perform at a higher level, contribute to increased corporate earnings, enjoy higher morale and experience lower turnover. They like proving that research is accurate.

Although DayBreak is based in Alpharetta, Georgia and many of our clients are in Atlanta, we provide executive coaching and leadership development world-wide. Raising the bar for leadership has no limits.

DayBreak offers a variety of tools and assessments to enable you and your team to improve your success.

Developing your team drives business results by increasing skill and motivation. Superstar performance comes from individual contributors leveraging each other’s strengths in addition to their own.

Training your team to increase leadership skills will be six times more effective when it is supported by a strong framework that includes laser-focused objectives, highly engaging content and management-supported follow-up.

Dawn assists clients, teams, and organizations in increasing self-awareness, self-management, social awareness and relationship management so they are EQuipped to bring about change in themselves and their organizations.

Company website | LinkedIn | Instagram

Dawn Cook Causey, Executive Coach, DayBreak Enterprises, LLC

Dawn Cook Causey, Executive Coach, DayBreak Enterprises, LLC

Dawn Cook Causey is an Executive Coach working with leaders and teams to improve their leadership bench strength, increase the speed/reduce cost of doing business through better work relationships and deliver better results.

Her mission is to help organizations drive profits by developing their people. Better emotional intelligence (EQ) means better leaders which means better business performance. Research shows that leaders and teams with high EQ perform at a higher level, contribute to increased corporate earnings, enjoy higher morale and experience lower turnover. She likes proving that research time and time again. Those ‘touchy feely’ competencies are touching and feeling bottom lines everywhere.

Dawn helps leaders who are intellectually bright and technically strong, yet struggle to maximize their own or their team’s potential because they fail to maximize the power of emotions. Her ideal client is the one who is as passionate about developing themselves as she is about helping them do it. She has an excellent track record helping leaders who need to better balance their strong, results-oriented nature with leveraging relationships.

If you or your executives are in any of these positions, Dawn can help you:

– Executive who blew the doors off their competition and rose quickly to the top, but now having to manage and motivate others is a challenge,

– Chief Information Officer responsible for technical types with ‘black and white’ thinking who need their communication styles to be as scalable and efficient as their enterprise solutions,

– Chief Engineering Officer who recognizes that their engineers need to design a better system for relating to non-engineering folks, or

– VP of Human Resources looking for ways to impact the bottom line through higher employee engagement and morale, lower turnover and recruiting costs,

LinkedIn

Questions and Topics Discussed in this Episode

  • There are lots of coaches out there, we’ve interviewed several on this show. What is your niche or what makes you unique?
  • How did you get into coaching? What’s your journey?
  • Who do you coach? Describe your clients and the types of things you coach with them on.
  • In your bio, you say your motto is, “It’s your choice. Make it count.” Tell me about that.
  • And how does making a choice tie to emotional intelligence, since that is your specialty?
  • Can you give us an example of how you’ve worked with a client to make better choices?
  • You call yourself an Executive Coach. Do you ever do Life Coaching?
  • How has the pandemic affected your coaching business?
  • How can people connect with you if they want to start making better, more emotionally intelligent choices?

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.

RenasantBank

 

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.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, Dawn Cook Causey, DayBreak Enterprises, emotional intelligence, EQ, executive coach, executive coaching, John Ray, Life Coach, North Fulton Business Radio, renasant bank, self-awareness

Toseima Jiles, Creative Arts International, Inc.

November 4, 2021 by John Ray

Toseima Jiles
North Fulton Business Radio
Toseima Jiles, Creative Arts International, Inc.
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Toseima Jiles

Toseima Jiles, Creative Arts International, Inc. (North Fulton Business Radio, Episode 407)

Creative Arts International, Inc., founded by Toseima Jiles, brings performing arts to companies for team-building and strengthening company culture. Toseima joined host John Ray in the studio to discuss her journey, her business consulting practice, the need for arts to support people and business, her work in the community with children who have experienced abuse, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Creative Arts International, Inc.

Creative Arts International is an arts consulting firm founded by Toseima Jiles. They use performing art alongside business consulting to help companies improve not only the lives of their employees but their bottom line as well. CAI starts with a discovery process and applies art processes, coaching, and training to meet the client’s goals.

Company website | LinkedIn | Instagram

Toseima Jiles, Consultant, Creative Arts International, Inc.

Toseima Jiles, Consultant, Creative Arts International, Inc.

Toseima Jiles is the Master Consultant with Creative Arts International Inc. and has been a lover of the arts her entire life. For over 27 years, she has dedicated her life to the love of the arts and alongside the pursuit of that passion, business development consulting has comfortably landed as her business equivalent of ‘Beyonce’ and ‘Sasha Fierce’. She has accepted the fact that providing the experience of both has afforded a great opportunity to impact the lives of people in an authentic and unique way.

As with most people in the world, since the impact of COVID 19, recent events have forced a closer evaluation of ‘why’ in life and that inevitably allows the most essential answers to lead the Creative Arts Consulting team forward. Teaching performing arts alongside business consulting for nearly three decades has been more enriching than could ever have been imagined.

Hundreds of companies over the years have been helped, consulted, and inspired to produce more tangible results within their goals and that is truly what it’s all about.

 

LinkedIn

Questions and Topics Discussed in this Episode

  • How did Creative Arts International Inc. come to be?
  • What makes your consulting firm unique?
  • Describe a typical Arts Consulting Service in your firm.
  • Describe a typical Business Consulting Service in your firm.
  • What is the most creative thing you have done for a client?
  • What is your greatest success story as a consulting business?
  • Why is community involvement so meaningful to you?
  • Where can people learn about events, partnerships, and ways to connect?

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.

RenasantBank

 

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.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, Aflac, arts consulting, Creative Arts International, John Ray, North Fulton Business Radio, renasant bank, Toseima Jiles

Ofer Yourvexel, Pepperi

October 26, 2021 by John Ray

Pepperi
Business Leaders Radio
Ofer Yourvexel, Pepperi
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Pepperi

Ofer Yourvexel, Pepperi

On this edition of Business Leaders Radio with host John Ray, Pepperi Co-Founder and CEO Ofer Yourvexel discussed his company’s work with medium to large consumer packaged goods, health & beauty, and other brands, and the success of the Pepperi platform in supporting and driving B2B sales both online and in-store. Yourvexel shared why Pepperi’s mobile component is so vital for the success of their customers, the flexibility of the platform, and much more. Business Leaders Radio is produced virtually from the Business RadioX® studios in Atlanta.

Pepperi

Pepperi is an omnichannel platform for both online and in-store B2B sales and retail execution. With over 1000 customers in more than 65 countries, Pepperi provides consumer goods and brand manufacturers, distributors, and wholesalers with a comprehensive solution to increase sales figures, reduce inefficient processes and speed up operations.

Combining sales force automation, retail execution, route accounting and B2B eCommerce in an integrated out-of-the-box solution, their customers rely on Pepperi to plan, execute and analyze their B2B omnichannel sales:

• Online/offline order taking made easy with e-catalogs, trade promotions and full customer data

• Retail execution app for in-store auditing, merchandising and replenishment

• Direct Store Delivery and van sales powered by a route accounting app for iOS and Android mobile devices

• Web and mobile B2B eCommerce enables buyers to order anytime from anywhere

• Central management streamlines omnichannel operations across customer touchpoints

Pepperi’s enterprise-grade platform integrates seamlessly with ERPs such as SAP Business One, SAP Business ByDesign, Oracle, Microsoft Dynamics, Microsoft Nav, NetSuite, and many others, making data fully accessible to field reps and buyers on all devices, on and offline.

Company website | LinkedIn | Twitter

Ofer Yourvexel, CEO & Co-Founder, Pepperi

Ofer Yourvexel, CEO & Co-Founder, Pepperi

Ofer has 25 years of experience in international marketing, sales, business development, and management.

He was formerly an executive in multiple Nasdaq companies such as Jacada (JCDA) and Amdocs (DOX).

LinkedIn

 

 

Questions and Topics

  • Tell us about your solution
  • Who are your customers?
  • Why do B2B brands and wholesalers need your solution if they can sell D2C (direct to consumer) or on marketplaces?
  • We see a lot of M&A in the CPG industry, especially in the Food and beverage. How does it impact you and F&B companies?
  • Tell us about your most successful implementation
  • Who are your competitors?
  • What’s the role of mobile in B2B sales?
  • Any crazy customer requirements you ever implemented?

 

Business Leaders Radio is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.  The show can be found on all the major podcast apps and a full archive can be found here.

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.

Tagged With: b2b sales, Business Leaders Radio, consumer packaged goods, CPG, eCommerce, John Ray, Ofer Yourvexel, Pepperi, renasant bank

Mallory Kalajian, The Tom James Company

September 27, 2021 by John Ray

Mallory Kalajian
North Fulton Business Radio
Mallory Kalajian, The Tom James Company
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Mallory Kalajian

Mallory Kalajian, The Tom James Company (North Fulton Business Radio, Episode 393)

A perfect fit and a seamless process with no supply chain issues make bespoke tailor The Tom James Company more popular than ever. Clothier Mallory Kalajian joined host John Ray to discuss their custom clothing process, what’s hot right now, tips on how and when to refresh your wardrobe, and much more.   North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

The Tom James Company

Tom James Company is the world’s largest manufacturer of custom clothing. They make high-quality custom suits and custom dress shirts for busy professionals in Atlanta and the surrounding areas. They also provide all of the furnishings needed to complete your custom look. Their highly-trained bespoke tailors at Tom James of Atlanta come directly to your home or office, saving you valuable time.

Crafted using your exact measurements, custom clothing is the perfect expression of who you are – or who you intend to be.

It’s about getting what you want. The right fit. The right fabric. The right details. The right style. Their personal image consultants, also known as clothiers, help you choose from over 2000 custom fabrics. The Tom James Company can help you build your entire wardrobe, including suits, dresses, shirts, trousers, denim jeans, sport coats – even custom tuxedos.

Your Personal Clothier meets with you, at the luxury of your own schedule, in your home or office. Your time and convenience are their highest priorities.

You and your Clothier select the perfect attire for your business, casual, social, and formal needs – choosing from exclusive fabric and a wide array of custom features and options – all made to your personal measurements.

Using a pattern that is solely and exclusively yours, Tom James crafts your garments to your exact specifications in our own facilities responsibly. From Sheep to Suit, Tom James controls the entire process.

Your Clothier hand-delivers your garments, making any final alterations that may be needed. Your satisfaction is 100% guaranteed.

Company website | LinkedIn | Facebook | YouTube

Mallory Kalajian, Clothier, The Tom James Company

Mallory Kalajian, Clothier, The Tom James Company

Mallory Kalajian grew up in Alpharetta, Georgia, the oldest of two children to her parents Andy, President of Fort Leadership and Sales Consulting, and Kay, an RN at a private OB-GYN practice. She grew up training for twelve years in classical ballet and other styles at North Atlanta Dance Academy in Johns Creek where she discovered her love of performing and the ability to connect with others through art.

She attended Kennesaw State University where she graduated Magna Cum Laude with a major in communication and public relations and a minor in dance. While in college, Mallory was hired as a jazz instructor at North Atlanta Dance Academy, professionally choreographed musicals for both Alpharetta High School and Dunwoody High School, and worked at Sephora as a makeup artist and beauty class instructor. Her experience at Sephora solidified her interest in luxury goods sales, so when she was approached about The Tom James Company by a long-time dance friend, the decision to build a business as a clothier and image consultant was easy.

Tom James is the world’s largest custo1be of custom clothing for their lifestyle, from casual looks for the weekend, to business casual, business professional, and formal attire. Mallory visits her clients in their home or office to offer a very convenient experience, world-class expertise and service, and an unbeatable selection of fabrics and garments from Tom James’ vertically integrated woolen mills and tailoring shops.

Mallory consults with her clients to design custom clothing to the specific needs and preferences of the client while considering multiple factors to keep them relevant and appropriate. Mallory finds great purpose and satisfaction in serving her clients, creating memorable experiences, and making them look and feel awesome and get many compliments, all while building a business that can help her reach her own goals both personally and professionally.

In her free time, Mallory enjoys live music, exploring new cuisines, travel, spending time in nature, and learning to ride motorcycles.

LinkedIn | Instagram

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.

RenasantBank

 

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.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, clothier, custom clothing, custom tailoring, Mallory Kalajian, North Fulton Business Radio, renasant bank, The Tom James Company

Ryan McShane, Renasant Bank, and Jimmy Hilliard, Swimtime Pools

August 27, 2021 by John Ray

Swimtime Pools
North Fulton Business Radio
Ryan McShane, Renasant Bank, and Jimmy Hilliard, Swimtime Pools
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Swimtime Pools

Ryan McShane, Renasant Bank, and Jimmy Hilliard, Swimtime Pools (North Fulton Business Radio, Episode 384)

On this edition of North Fulton Business Radio with host John Ray, Renasant business banker Ryan McShane gave an update on PPP loan forgiveness, EIDL loans, the North Fulton business climate, how he can help businesses during this time, and more. Jimmy Hilliard of Swimtime Pools also joined the show and shared how the in-ground pool industry has changed and improved since his father founded Swimtime Pools in the 1980s. He talked about the ways Swimtime customizes every pool to fit the family and the house, innovative technology for maintaining pools, and the impact of the pandemic on their business. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Ryan McShane, AVP, Commercial Banking, Renasant Bank

Ryan McShane, AVP, Commercial Banking, Renasant Bank

Other than a 4-year stint in Milledgeville to obtain a business degree from Georgia College and a 3-year stint in Birmingham, AL,  Ryan has lived in Metro Atlanta since he was born. He started his career in corporate sales in telecommunications and eventually moved into banking as an analyst for a Metro Atlanta community bank that was later acquired by Renasant. He has been with Renasant since 2015 and works as a commercial banker assisting clients with financial services and commercial loans for real estate, equipment, working capital, business acquisitions, and more.

Thirty years before Elvis Presley’s birth put Tupelo, Mississippi, on the map, a group of prominent businessmen from Lee County joined together to form The Peoples Bank & Trust Company, which would one day become Renasant Bank. Through perseverance, leadership, and commitment to their communities, Renasant Bank has withstood the Bankers’ Panic of 1907, the 1929 National Bank Holiday” along with many economic cycles. In 2010 and 2011, Renasant acquired Crescent Bank and Trust of Jasper and American Bank and Trust of Roswell through FDIC banking transactions. This gave Renasant 13 locations in the North Georgia and suburban Atlanta markets. In 2016, Renasant acquired KeyWorth Bank and in 2018 Renasant acquired Brand Bank.

Today, Renasant Bank has 30 branches in North Georgia and more than $3 Billion in assets. Renasant operates more than 200 locations in Mississippi, Alabama, Tennessee, Georgia, and Florida and has approximately $13.9 Billion in assets. Their vision is to be the financial services advisor and provider of choice in each community they serve.

Company website | LinkedIn

Jimmy Hilliard, Owner, Swimtime Pools

Swimtime Pools
Jimmy Hilliard, Owner, Swimtime Pools

The Hilliard family has been a part of the Atlanta swimming pool industry for more than 35 years. Started by Jim Sr., the business has grown to include a second-generation (Jimmy & Doc Hilliard) and now a third-generation. Sure, pool trends and technology have changed over the years, but one thing has remained the same – their commitment to going above and beyond for their customers and their employees!

Swimtime Pools is a full-service pool company with services that include new pool construction, pool repair, and renovations as well as routine pool maintenance. They want to take care of your pool needs, so you can spend more time enjoying your backyard getaway!

They want to earn your business. And then they intend to keep it by being dependable, knowledgeable, honest, and fair in everything we do.

They treat their employees just as well as they treat their customers. Each winter, their repair technicians attend technical training classes provided by the major manufacturers. They stay up-to-date on the latest technology, so they can use that knowledge to keep your pool operating its best. Most of their repair technicians have been with Swimtime at least 10 years; in fact, some of them have now brought their sons into the business.

Swimtime Pools has earned the distinction of being both a Professional Certified Builder and Certified Services Technician by the Association of Pool and Spa Professionals. These distinctions represent our ongoing commitment to quality, safety, and training.

They invite you to talk to our current customers, read our reviews and testimonials. Then give them a call for a free consultation and estimate.

They look forward to meeting you and becoming the best contractor you’ve ever worked with.

Company website | Facebook

 

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.

RenasantBank

 

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.

Tagged With: EIDL, in ground pools, Jimmy Hilliard, John Ray, North Fulton Business Radio, PPP, PPP loan forgiveness, renasant bank, Ryan McShane, SBA, swimming pools, Swimtime Pools

Eric Rein from Renasant Bank, Gary Acedo from DRG, and Alexander Keen from Special T

February 2, 2021 by Kelly Payton

RenasantBankcopy
Cherokee Business Radio
Eric Rein from Renasant Bank, Gary Acedo from DRG, and Alexander Keen from Special T
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BRXPodcastPostingDiversifiedV2EricGaryAlexander

Eric Rein, VP Commercial Lending at Renasant Bank

Eric relishes in assisting small business owners with their growth plans and leading employees to achieve their professional goals. He works with business owners to become a partner in achieving their financial goals through providing loan and treasury management solutions.

Connect with Eric on LinkedIn.

Gary Acedo, Workspace Consultant at Diversified Resource Group

Connect with Gary on LinkedIn

Alexander Keen, Chief Dealer Advocate – CDA at Special-T

Connect with Alexander on LinkedIn

RenasantBankDiversifiedSpecialT

Tagged With: Diversified Resource Group, DRG, renasant bank, Special T

PPP Second Round with Alan Najjar, Jon Daly, and Joseph Shuford

January 27, 2021 by John Ray

PPP Second Round
North Fulton Studio
PPP Second Round with Alan Najjar, Jon Daly, and Joseph Shuford
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PPP Second Round

PPP Second Round with Alan Najjar, Jon Daly, and Joseph Shuford (GNFCC 400 Insider, Episode 56)

Alan Najjar, Chair of GNFCC’s Economic Task Force for Cash Flow & Liquidity, hosts a roundtable of SBA loan experts, with Jon Daly, Renasant Bank, and Joseph Shuford, Synovus Financial, joining the show. They discussed questions on PPP second round, how guidance rules differ from first round PPP, forgiveness questions on PPP loans, and much more. “The GNFCC 400 Insider” is presented by the Greater North Fulton Chamber of Commerce and produced by the North Fulton studio of Business RadioX®.

Alan Najjar, Director of Business Development, Smith & Howard

Alan Najar, Smith & Howard

Alan Najjar has overseen the business development efforts of Smith & Howard since 2011. He started his career in banking after graduating from the University of Georgia. A veteran of the Atlanta banking and business community, Alan has held executive level leadership positions at SunTrust Bank and other Georgia financial institutions. Prior to joining Smith & Howard, he was the EVP and Chief Operating Officer of an Atlanta-based financial services company.

Alan is the former Chair of the Board of Directors for The Greater North Fulton Chamber of Commerce and is a trustee emeritus for Georgia Gwinnett College Foundation and Community Foundation for Northeast Georgia. He is active in numerous civic, social, and academic organizations. Alan and his wife, Donna, are long-time residents of Gwinnett County, and when away from the office, Alan most enjoys sunrises on the lake and time with his family.

Jon Daly, Director of SBA Lending and EVP, Renasant Bank

PPP Second Round
Jon Daly, Renasant Bank

Jon Daly is Executive Vice President, Director of SBA Lending, for Renasant Bank. 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 200 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.

Joseph Shuford, Synovus Financial Corp.

Joseph Shuford, Synovus Financial Corp

Joseph Shuford is the Director of Government Guaranteed Lending for Synovus. Synovus Financial Corp. is a financial services company based in Columbus, Georgia, with approximately $51 billion in assets. Synovus provides commercial and retail banking, investment, and mortgage services through 300 branches in Georgia, Alabama, South Carolina, Florida, and Tennessee. Synovus Bank, a wholly owned subsidiary of Synovus, has been recognized as one of the country’s “Most Reputable Banks” by American Banker and the Reputation Institute. Synovus is on the web at synovus.com, and on Twitter, Facebook, LinkedIn, and Instagram.

Topics Discussed in this Show Include:

  • PPP Second Round (Paycheck Protection Program)
  • Guidance rules in PPP Second Round vs. First Round
  • How application acceptance by banks differs from first round PPP
  • Forgiveness process for first round PPP loans
  • KYC (Know Your Customer) regulations and dealing with PPP fraud
  • Major criteria differences between Simplified, EZ, and Standard applications

About GNFCC and “The GNFCC 400 Insider”

Kali Boatright, President and CEO of GNFCC

“The GNFCC 400 Insider” is presented by the Greater North Fulton Chamber of Commerce (GNFCC) and is hosted by Kali Boatright, President and CEO of GNFCC. The Greater North Fulton Chamber of Commerce is a private, non-profit, member-driven organization comprised of over 1400 business enterprises, civic organizations, educational institutions and individuals.  Their service area includes Alpharetta, Johns Creek, Milton, Mountain Park, Roswell and Sandy Springs. GNFCC is the leading voice on economic development, business growth and quality of life issues in North Fulton County.

The GNFCC promotes the interests of our members by assuming a leadership role in making North Fulton an excellent place to work, live, play and stay. They provide one voice for all local businesses to influence decision makers, recommend legislation, and protect the valuable resources that make North Fulton a popular place to live.

For more information on GNFCC and its North Fulton County service area, follow this link or call (770) 993-8806. For more information on other GNFCC events such as this North Fulton Mayors Appreciation Lunch, follow this link.

For the complete show archive of “The GNFCC 400 Insider,” go to GNFCC400Insider.com. “The GNFCC 400 Insider” is produced by John Ray and the North Fulton studio of Business RadioX®.

Tagged With: Alan Najjar, Jon Daly, Joseph Shuford, Paycheck Protection Program, PPP, ppp application, PPP loan forgiveness, PPP loans, renasant bank, Smith & Howard, Synovus, Synovus Bank

Ken Davis, Renasant Bank

July 8, 2020 by John Ray

North Fulton Business Radio
North Fulton Business Radio
Ken Davis, Renasant Bank
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Ken Davis Renasant BankKen Davis, Renasant Bank (North Fulton Business Radio, Episode 254)

During the PPP loan application crush, Renasant Bank took a community approach, accepting and approving loan applications from both current customers and non-customers alike. By serving their community in a crisis, Ken Davis and his team endeared themselves to scores of business owners. Ken joined the show to discuss this work and how it reflects Renasant’s long-held philosophy of service. The host of “North Fulton Business Radio” is John Ray, and the show is produced virtually by the North Fulton studio of Business RadioX® in Alpharetta.

Ken Davis, Renasant Bank, North Georgia Region Community & Business Banking President

Ken Davis has 30+ years of experience in the finance and banking industry. After graduation from college and serving six years in the U.S. Army, Ken returned to his hometown of Atlanta to begin his banking career. Prior to joining Renasant Bank, Ken served as an executive banker at other regional banks with responsibility to increase both commercial and consumer loan and deposit share in North Metro Atlanta. Davis earned a Bachelor of Arts degree from Wake Forest University and is a graduate of the American Bankers Association Stonier Graduate School of Banking.

Active in the community, Ken is a member of the Rotary Club of Roswell and serves as President of Roswell Economic Development & Tourism, Inc. In addition, he currently serves on the Board of Directors for the North Fulton Community Charities and the Gwinnett Chamber of Commerce. He has served as past Chairman of the Board of Directors of the Greater North Fulton Chamber of Commerce and is a graduate of Leadership Gwinnett.

He has served on the boards of Georgia Ensemble Theatre, North Metro Miracle League, March of Dimes of North Fulton, the Ed Isakson Alpharetta YMCA and the Chattahoochee Nature Center.

Ken and his wife, Miriam, have three grown daughters and two grandchildren.

Renasant Bank

Thirty years before Elvis Presley’s birth put Tupelo, Mississippi, on the map, a group of prominent businessmen from Lee County joined together to form The Peoples Bank & Trust Company, which would one day become Renasant Bank. Through perseverance, leadership, and commitment to their communities, Renasant Bank has withstood the Bankers’ Panic of 1907, the 1929 National Bank Holiday” along with many economic cycles. In 2010 and 2011, Renasant acquired Crescent Bank and Trust of Jasper and American Bank and Trust of Roswell through FDIC banking transactions. This gave Renasant 13 locations in the North Georgia and suburban Atlanta markets. In 2016, Renasant acquired KeyWorth Bank and in 2018 Renasant acquired Brand Bank.

Today, Renasant Bank has 30 branches in North Georgia and more than $3 Billion in assets. Renasant operates more than 200 locations in Mississippi, Alabama, Tennessee, Georgia and Florida and has approximately $13.9 Billion in assets. Their vision is to be the financial services advisor and provider of choice in each community they serve.

Point of Contact for Ken Davis

Company website

Email

Questions/Topics Discussed in this Show

  • Overview of Renasant Bank and its Georgia operations
  • Ken’s role as President of North Georgia
  • PPP loan program and Renasant’s community banking philosophy in that program
  • Across the company, Renasant funded 10,5000 PPP loan apps totaling $1.3 billion (as of June 22)
  • This amount represents roughly 10% of the assets of the entire company.
  • PPP loan forgiveness
  • The community banking approach taken by this large regional bank
  • Ken’s advice for business owners now

North Fulton Business Radio” is 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 200 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.

Tagged With: banking, community banking, community service, John Ray, Ken Davis, Kenneth E. Davis, North Fulton Business Radio, North Georgia Region, PPP loan forgiveness, PPP loans, regional bank, renasant bank, small business

GNFCC North Fulton Banking Forum

May 28, 2020 by John Ray

North Fulton Banking
North Fulton Business Radio
GNFCC North Fulton Banking Forum
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Clockwise: Ken Davis, Anna Brumby, Andrew Bell, Danielle Cheung

GNFCC North Fulton Banking Forum (“GNFCC 400 Insider,” Episode 40)

The North Fulton banking industry has been in overdrive the past few months, processing PPP loans and generally tending to customers. Four experienced North Fulton financial professionals offer insights on recent SBA economic recovery loans and advice on how business owners should manage this environment. Renasant Bank sponsored this forum. The host of “The GNFCC 400 Insider” is GNFCC CEO Kali Boatright, and the show is presented by the Greater North Fulton Chamber of Commerce and produced by the North Fulton studio of Business RadioX®. Business RadioX is the Media Sponsor for this series of Economic Recovery Forums.

Moderator:  Ken Davis, Renasant Bank

Ken Davis

Ken Davis is the President of the Georgia Region for Renasant Bank. Ken is extremely active in the North Fulton community, including serving on the Executive Committee of GNFCC and formerly as Chairman.

 

 

Forum Panelists

Anna Brumby, UGA Small Business Development Center

Anna Brumby

Anna Brumby has 15+ years of experience as an influential business leader with a history of designing and executing successful marketing, branding and business development strategies. As a consultant for the SBDC, her areas of expertise include building business growth strategies, designing marketing strategies, competitive intelligence analysis, product development, go-to-market sales strategies and brand design.

 

Danielle Cheung, Bank of America

Danielle Cheung

With over two decades of experience in commercial banking, Danielle Cheung is Senior Vice President and Market Executive for Metro Atlanta Business Banking at Bank of America, which focuses on delivering financial solutions to middle market companies. Danielle is accountable for business strategy/execution, sales performance and revenue growth.

 

Andrew Bell, Affinity Bank

Andrew Bell

Andrew Bell is Vice President of Business Development with Affinity Bank. He has a 17+ year career in banking and has held jobs which include regional retail branch management over 12 branches, District Sales Manager for merchant services covering the states of Georgia, Alabama, and Florida, and most recently serving as a Commercial Banker in the North Fulton and Forsyth  County markets.

 

About GNFCC and “The GNFCC 400 Insider”

North Fulton Mayor's Roundtable
Kali Boatright, President and CEO of GNFCC

“The GNFCC 400 Insider” (formerly “North Atlanta’s Bizlink”) is presented by the Greater North Fulton Chamber of Commerce (GNFCC) and is hosted by Kali Boatright, President and CEO of GNFCC. The Greater North Fulton Chamber of Commerce is a private, non-profit, member-driven organization comprised of over 1400 business enterprises, civic organizations, educational institutions and individuals.  Their service area includes Alpharetta, Johns Creek, Milton, Mountain Park, Roswell and Sandy Springs. GNFCC is the leading voice on economic development, business growth and quality of life issues in North Fulton County.

The GNFCC promotes the interests of our members by assuming a leadership role in making North Fulton an excellent place to work, live, play and stay. They provide one voice for all local businesses to influence decision makers, recommend legislation, and protect the valuable resources that make North Fulton a popular place to live.

For more information on GNFCC and its North Fulton County service area, follow this link or call (770) 993-8806.

For the complete show archive of “The GNFCC 400 Insider,” go to GNFCC400Insider.com. “The GNFCC 400 Insider” is produced by the North Fulton studio of Business RadioX®.

Tagged With: Affinity Bank, Andrew Bell, Anna Brumby, Bank Of America, banking, Danielle Cheung, economic recovery loans, Ken Davis, PPP, renasant bank, SBA, SBDC, uga sbdc

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