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Evan Norris with Credit Union West and Eric Bailey with Bailey Strategic Innovation Group E2

May 8, 2019 by Karen

ARIZONA-GOOD-BUSINESS-Evan-Norris-with-Credit-Union-West-and-Eric-Bailey-with-Bailey-Strategic-Innovation-Group1
Phoenix Business Radio
Evan Norris with Credit Union West and Eric Bailey with Bailey Strategic Innovation Group E2
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Evan Norris with Credit Union West and Eric Bailey with Bailey Strategic Innovation Group E2

credit-union-west-logo

Established in 1951, Credit Union West serves more than 69,000 members and is the watchful steward of $714 million in assets. As a member-owned, not-for-profit organization, the credit union not only provides members and neighbors the resources to achieve and maintain financial health but also gives back to the community, actively supporting non-profits that serve the military, veterans, first responders, their families and others.

Membership is open to anyone who lives, works or worships in Maricopa and Yavapai counties. Credit Union West has earned the highest 5-star rating from Bauer Financial, Inc., was named Air Force Credit Union of the Year in 2018 and is a seven-time Top Company to Work for in Arizona honoree. The credit union is federally insured by the NCUA.

Evan-Norris-on-Phoenix-Business-RadioXEvan Norris has overseen the community outreach at Credit Union West for the past 5 years. He prides himself on creating impactful partnerships with a wide range of community organizations. His efforts are built around the credit union’s focus on military, veteran and first responder groups, educational establishments, healthcare institutions, and local non-profit organizations.

Driven to put tools and resource paths in the hands of community members, he works to find creative solutions that will inspire individuals to achieve success through sound personal finances.

Follow Credit Union West on LinkedIn, Facebook, Twitter and Instagram.

baileylogo

Bailey Strategic Innovation Group is one of the fastest growing consulting firms in the west coast of the United States. Our methodology defies typical consulting. We work to leverage your organization’s most powerful resource, its people, as we help you move forward in ways that you may have thought impossible.

People often believe that leadership must focus on either organizational culture OR business strategy; this is one of many false-dichotomies we debunk. Our experience has shown us that those who are truly successful do both. We exchange the divisive ‘OR’ for the inclusive ‘AND.’

Eric-Bailey-on-Phoenix-Business-RadioXEric Bailey is the co-founder and president of Bailey Strategic Innovation Group.

He has a uniquely diverse set of experiences, including: helping future NFL Hall-of-Famer Larry Fitzgerald pet a rhinoceros; teaching dozens of young children to ski; changing the strategic course of cities across the country; jumping out of an airplane with his wife; flying an F-16; and chatting with LL Cool J on the campus of Harvard University.

Eric understands that no matter what life puts in your path, there are lessons to be learned or stories to be told.

Connect with Eric on LinkedIn and Twitter.

ARIZONA-GOOD-BUSINESS-Evan-Norris-with-Credit-Union-West-and-Eric-Bailey-with-Bailey-Strategic-Innovation-Group
About Arizona Good Business Radio

What is good business? What are local businesses doing to build a better Arizona?

Join Arizona Good Business Radio to hear from local companies who are:

  • Centering purpose at the forefront of business
  • Creating social well-being for the community
  • Prioritizing sustainability and positive environmental practices
  • Growing strong company cultures through building authentic teams
  • Ensuring diversity, equity, and inclusion are involved in all business decisions

Arizona Good Business Radio features local business leaders that are redefining what it means to do good business.

About Your Host

Thomas-Barr-on-Phoenix-Business-RadioXThomas Barr is the Executive Director for Local First Arizona, the largest coalition of local businesses in North America. He advocates for a strong local business community that contributes to building vibrancy, equity, and prosperity across the state. A proud Arizona native and graduate of Arizona State University,Thomas leads the business coalition of Local First Arizona by advocating for the economic and cultural benefits provided by building strong local economies.

Thomas steers the strategic direction of LFA’s major programs and initiatives as well as the engagement of over 3000 businesses across Arizona. As Executive Director, Thomas guides a team of statewide senior directors overseeing the execution of LFA’s communication strategy, major initiatives and key partnerships, as well as the collaboration of over 30 staff implementing work in entrepreneurship programs, small business advocacy, local food initiatives, sustainability, urban development and community building. He frequently speaks to groups locally and nationally, presenting the impact of Local First Arizona and the importance of local economy work in building prosperity.

Outside of Local First Arizona, Thomas has participated in volunteering his time to many causes and organizations throughout the Valley including Young Nonprofit Professionals – Phoenix, Equality Arizona, Alliance of Arizona Nonprofits, Arizona Commission on the Arts, Heritage Square Foundation and Phoenix Legal Action Network. Additionally, Thomas is a 2018 Phoenix Magazine 40 Under 40 honoree, alumni of Arizona Leading for Change, and current participant in Valley Leadership Institute’s 40th cohort.

Connect with Thomas on LinkedIn and Twitter.

LocalFirstArizonaLogo

Local First AZ

Local First Arizona is a nonprofit organization that celebrates independent, locally owned businesses. We support, promote and advocate for a strong local business community and raise public awareness of the economic and cultural benefits provided by strong local economies. Local businesses contribute to a sustainable economy for Arizona and build vibrant communities we’re all proud to call home.

Tagged With: connection, credit union, credit union near me, credit unions az, decisions, empathy, Management, meaning, perception, principles of human understanding, reality, relationships, trust

NORTH ATLANTA’S BIZLINK: Jennifer Finkelstein Hall with MatchKey Consulting and Bonnie Mauldin with The Mauldin Group

January 15, 2019 by John Ray

North Fulton Studio
North Fulton Studio
NORTH ATLANTA’S BIZLINK: Jennifer Finkelstein Hall with MatchKey Consulting and Bonnie Mauldin with The Mauldin Group
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Jennifer Finkelstein Hall, Kali Boatright, and Bonnie Mauldin

Jennifer Hall with Matchkey Consulting

After spending 22 years with SunTrust Bank and over 4 with Atlantic Capital Bank, both in Atlanta, Jennifer Finkelstein Hall started MatchKey Consulting in June 2017. MatchKey Consulting is a professional development consulting firm that works with business owners to develop their internal teams and external networks. Internal development happens when team members feel empowered, equipped and educated. External development is the result of connecting with the best resources to accomplish corporate goals and objectives. The right MATCH is KEY.

During Jennifer’s career, she has been a commercial relationship manager, credit administrator, sales director, training program developer, premium finance company sales leader, sales process trainer and curriculum designer. She has developed new lines of business, corporate referral programs and new business client portfolios from scratch on several occasions. She has never met a stranger.

Bonnie Mauldin with The Mauldin Group

Bonnie Mauldin is the Founder and CEO of The Mauldin Group. The Mauldin Group is an award winning 5-star rated internet marketing and public relations agency focused on helping small businesses generate new leads online and getting positive media exposure in the local community. Bonnie and her team have helped many small businesses grow and be profitable.

 

 

North Atlanta’s Bizlink is produced 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.  Our 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. We 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.

Tagged With: customer rapport, GNFCC, gnfcc podcast, gnfcc radio, gnfcc radio show, GNFCC small business, GNFCC women in business, Greater North Fulton Chamber of Commerce, Kali Boatright, marketing, MatchKey Consulting, mobile marketing, networking, north fulton business, north fulton business community, north fulton chamber podcast, north fulton chamber radio show, online sales, partnerships, rapport, reputation management, Sales, sales funnel, sales growth, Social Media, The Greater North Fulton Chamber of Commerce, The Mauldin Group, trust, video, video marketing, webinars

Lisa McGuire with Open Window Marketing and Paul Purcell with InfoQuest

January 8, 2019 by John Ray

North Fulton Business Radio
North Fulton Business Radio
Lisa McGuire with Open Window Marketing and Paul Purcell with InfoQuest
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John Ray, Lisa McGuire, and Paul Purcell

Lisa McGuire with Open Window Marketing

Many business owners struggle with achieving the vision for their company. They aren’t sure how they should handle marketing and become frustrated when they can’t find the right clients.  Open Window Marketing accelerates the company vision by creating a strategy and message that engages your ideal customer and builds a loyal following for the long term. The business owner can grow their company, maximize their marketing spend, and get closer to making their vision a reality.

Open Window Marketing offers marketing strategy sessions, marketing coaching, keynote speaking and copywriting. They are also a StoryBrand Certified Guide. Lisa McGuire has earned eight different Communicator Awards of Excellence and Awards of Distinction and was asked to present at a national conference on “Developing Your Unique Brand” as a result of her work.

Paul Purcell with InfoQuest

InfoQuest is a terrorism and natural disaster preparedness consulting firm.  Over the past 20 years, InfoQuest has trained thousands of Law Enforcement, Fire, EMS, and private-sector corporate executives in emergency readiness, mitigation, and continuity of operations.

Paul Purcell is a security analyst and Terrorism and natural disaster preparedness trainer with over 25 years experience. His specialties include enhanced family preparedness training for first responders, COOP and business continuity planning, pandemic influenza planning, active shooter and workplace violence prevention, disaster-related tabletop exercise (TTX) creation and facilitation, and preparedness presentations. Paul is also a keynote speaker on these topics.

 

 

Tagged With: COOP, copywriting, customer messaging, develop influence, disaster planning, disaster preparedness, disaster preparedness training, disaster-related tabletop exercise, fire drills, first responders, influence, InfoQuest, Lisa McGuire, marketing Alpharetta, natural disaster preparedness, Open Window Marketing, pandemic influenza planning, security analyst, spray and pray, stop the bleed, StoryBrand Certified Guide, tabletop exercise, terrorism preparedness, trust, trust building, value to client

Will or Trust: What is the Best Estate Planning Document for You?

May 25, 2016 by Mike

Gwinnett Studio
Gwinnett Studio
Will or Trust: What is the Best Estate Planning Document for You?
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Millie Baumbusch, Melissa Walker, Loraine DiSalvo, Craig Frankel
Millie Baumbusch, Melissa Walker, Loraine DiSalvo, Craig Frankel

On this week’s episode of “Wealth Matters”, hosts Craig Frankel and Millie Baumbusch discuss “Will or Trust: What is the Best Estate Planning Document for You?”. Guests include Loraine DiSalvo, Partner at Morgan DiSalvo, and Melissa Walker, Partner at Salo Walker.

Melissa Walker/Salo & Walker

Melissa is a partner with the firm of Salo & Walker in Atlanta, and practices in the areas of estate planning, estate administration, charitable planning, fiduciary litigation and estate and gift tax.

Melissa is a graduate of Yale University (B.A., 1985) and Duke University School of Law (J.D., cum laude, 1988).

Prior to founding Salo & Walker in 1995, Melissa practiced with Pillsbury, Madison & Sutro in San Francisco and Long, Aldridge & Norman and Grenwald & Salo in Atlanta. She is a Fellow in the American College of Trust and Estate Counsel, a Fellow of the Lawyers Foundation of Georgia, a member of the American Bar Association, the Atlanta Bar Association (member, Estate Planning and Probate Section), the State Bar of Georgia (Fiduciary Section, Chair, 2004-2005, Chair, Legislation Committee, 1999-2002, Chair, Rule Against Perpetuities Study Committee, 1999-2000), the State Bar of California, the Atlanta Estate Planning Council (member, Board of Directors, 2000-2002, 2010-2012), and the Decatur-DeKalb Estate Planning Council. Melissa is listed in Who‘s Who In American Law; Who‘s Who in America and The Best Lawyers In America. She serves as a member of the Board of Trustees of The Paideia School in Atlanta, GA.

Loraine DiSalvo/Morgan and DiSalvo

Loraine M. DiSalvo became a partner in Morgan + DiSalvo, P.C. in January 2005, after practicing at the firm as an associate since 1997. She obtained her JD, with distinction, from Emory University in 1997 and her B.A., in History, cum laude, from Georgia State University in 1994.

• Selected as a Georgia Super Lawyer in Trusts & Estates for 2013, 2014, 2015, and 2016
• Holds an AV-Preeminent rating from Martindale-Hubbell since 2009
• Rated 10.0 out of 10.0- Superb from Avvo.com and has maintained this rating for many years
• Named a Five Star Professional by Atlanta Magazine in 2015 and a Five Star Wealth Advisor for each of 2010, 2011, 2012, 2013, and 2014
• Past Chair of the Estate Planning & Probate Section of the Atlanta Bar Association and currently serves as the Editor-in-Chief for The Mortmain, the Section’s newsletter
• Member-At-Large of the Atlanta Bar Association’s CLE Board of Trustees
• Member-At-Large of the Board of Directors for the Estate Planning Council of North Georgia
• Former President, former Treasurer, and current Advisory Board Member of the Professional Women’s Information Network, Inc. (“ProWIN”), a non-profit organization which is devoted to providing professional and entrepreneurial women with opportunities to network and develop themselves both personally and professionally
• Spoken to numerous groups of both laypeople and professional advisors on estate planning-, tax-, and probate-related topics

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

 

Tagged With: craig frankel, deeds, estate plan, estate planning, fiduciary, fiduciary attorneys, fiduciary dispute, fiduciary law, Gaslowitz Frankel, Loraine DiSalvo, Melissa Walker, millie baumbusch, Morgan and DiSalvo, power of attorney, Salo & Walker, trust, wills

What Can YOU Learn from an Executive MBA Program?

May 14, 2013 by angishields

Global Leader Radio
Global Leader Radio
What Can YOU Learn from an Executive MBA Program?
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We discuss how executives can gain a personal & professional advantage by learning to combine business acumen with interpersonal skills in this edition of Global Leader Radio!™ Mark Kill and Keric Shanahan joined host Alvin C. Miles to discuss the practical value of an Executive MBA education.

Here are seven takeaways from our discussion:

 

  1. Forgo technology for a personal touch.
  2. Be conscious of timeliness & cultural differences in interactions with others.

  3. Feedback is a gift!
  4. Give back and stay connected.
  5. Nurture your network!

  6. Notify your support system before classes begin.

  7. Document personal growth throughout the program & use this to your advantage.

Listen in as Mark and Keric describe the value proposition of an Executive MBA Program. Add these insights to your leadership toolkit to help increase YOUR influence. Leadership IS a conversation!

Mark Kill/ Chief Operating Officer, Cooper Carry

Under Mark Kill’s leadership, Cooper Carry continues to enhance its ability to deliver creative project solutions with exceptional professional service. Prior to joining Cooper Carry, Mark was a Partner at THW Design where he specialized in commercial, hospitality, senior-living, and transportation projects. Notable senior living projects under his direction include Lenbrook’s Expansion and Renovation in Atlanta, Georgia and Lanier Village Estates in Gainesville, Georgia. His area of expertise is in Team-oriented project programming, documentation, coordination, delivery and management. While with Skidmore, Owings & Merrill in Chicago, he worked on temporary assignment on the King Abdul Aziz International Airport in Jeddah, Saudi Arabia. Prior to SOM, Mark worked at The H.K. Ferguson Company in Cleveland, Ohio. His international experience includes various project assignments in Western Europe and Saudi Arabia.

Mark received a Bachelor of Science in Architecture from The Ohio State University in 1977. He also earned a Master of Business Administration in 2009 from Kennesaw State University’s Executive MBA Program. Mark earned his Certified Aging Services Professional (CASP) credentials in conjunction with Leading Age. The coursework consisted of three core modules centered on senior living community administration, management and aging residents and physical and financial environmental management. The CASP certification requires biennial continuing education. Mark is also a Construction Specifications Institute Construction Documents Technologist Certificate holder and a U.S. Green Building Council LEED Accredited Professional. He is an active member of the American Institute of Architects where he served on the Board of Directors and was the State Coordinator for the Intern Development Program for seven years. Mark also serves as a Team Coach for Coles’ Executive MBA Program and is the Vice-Chair Elect for Lenbrook’s Board of Directors.

Prior to Cooper Carry, Mark joined THW Design in 1991 as a Managing Architect for Delta Air Lines’ Terminal Expansion in Cincinnati and named an Associate in 1996 and a Partner in 1999. Before joining THW, he worked as a Project Architect for COOPER CARRY, Atlanta (1986-1991), as Technical Coordinator, Architectural Staff and Intern Architect for Skidmore, Owings & Merrill, Chicago (1978-1986) and as an Intern Architect at The H.K. Ferguson Company, Cleveland Ohio (1977-1978). Mark’s focuses were predominantly large-scale office, hotel and mixed-use developments.

Mark is married with three children and he enjoys outdoor activities with his family including gardening, camping, hiking and jogging. He also finds collegiate team sports and music exciting.

Contact Mark: (404) 237-2000, markkill@coopercarry.com

 

Keric Shanahan/ Director of Global PMO, Experis

In his current role, Keric’s organization provides professional services in IT, Engineering, Accounting, and Finance to a variety of international and domestic clients.

Keric’s career path spans from being an entrepreneur to working 18 years for a Fortune 10 company. He considers his core competence to be “a bridge builder” and he has a strong customer experience background that blends well with his business acumen. His career experiences and academic background allows him to be successful in bridging the gap between client needs and the needs of the business.

Keric received his undergraduate degree from Wake Forest University where he majored in Economics and French. In 2003, he completed his graduate studies at Kennesaw State University’s Executive MBA Program.

 

Contact Keric: (678) 230-3762, keric.shanahan@experis.com

 

Which Book Has Most Impacted Your Leadership Ability?

Mark:

 

Keric:

Tagged With: cooper carry, Executive MBA Program, executives, Experis, Global PMO, international experiences, keric shanahan, ksu's executive mba, Leaders, Leadership, leadership style, legacy, Lincoln, manpower, mark kill, organizational learning, PMI, PMO, project management, Team of Rivals, trust, value proposition, whole-brained thinking

EQ + Trust = Win/Win for Global Leaders!

August 28, 2012 by angishields

Global Leader Radio
Global Leader Radio
EQ + Trust = Win/Win for Global Leaders!
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In this interview, Anna Stevens and Keith Holmes joined as Alvin C. Miles’ in-studio guests to explain how developing emotional intelligence (EQ) and building trust will help you become a better global leader AND positively increase your bottom line!

Anna Stevens / Entrepreneur & Founder, EQ for Success

“EQ for Success” is an Atlanta-based company that provides consulting, training and coaching in Emotional Intelligence. Anna helps her private and corporate clients create permanent change and achieve lasting success. She provides support and guidance for those who want to live a more fulfilling, meaningful life, be collaborative, productive and achieve excellence in personal and professional arena.

Anna speaks and writes on a vast variety of topics related to Emotional Intelligence and Leadership. She has been interviewed on multiple radio-shows, appeared on TV, and writes for magazines on a regular basis. Anna is a happy wife of Dr. Philip Day and a step-mommy to Philip and Alan Day. In her spare time she likes to volunteer to inspire and empower women.

Anna currently is finishing her first book called “Get Rid Of Your If Only And Start Creating Success You Desire!”

Hear Anna:

• Blog Talk Radio

• High Achiever Radio 1

• High Achiever Radio 2

Watch Anna:

• WSB TV

Read Anna:

• Linkage Leadership

• MARC (Men Advocating Real Change)

• Power of Change in Canada

Follow Anna:

Blog

YouTube

Twitter

Pinterest

Contact Anna: (770) 633-0115, Anna@EQforSuccess.com

 

Keith Holmes / Vice President and General Manager, Mobility and Consumer Markets, AT&T

Keith currently has P&L responsibility for the Georgia Market.  He is charged with delivering sales results (wireless and wire line sales) through the Retail, Local Dealer, National Retail and Door-to-Door channels.  Prior to assuming this role, he was Vice President of Sales, Business Communications Services for AT&T Southeast, overall, a $4.0B business with 2,104 employees. Keith’s segment of BCS consisted of 1,205 sales associates and managers and accounted for 46% or $1.84 Billion of BCS’ revenue.

Prior to being promoted to Vice President, Keith was General Manager of AT&T’s Small Business Inbound Sales for the Southeast.  Before his General Manager role, Keith was Sr. AVP of BellSouth’s Distribution organization.  Keith was Assistant Vice President of Kentucky and Tennessee, living in Nashville, TN, before being promoted to Sr. AVP.

Prior to BellSouth Small Business, Keith was the Division Manager – South Alabama Division for the Berry Company. The Berry Company (now AT&T Advertising Solutions), an industry leader in directory advertising sales, was a subsidiary of BellSouth Corporation, a $44B telecommunications headquartered in Atlanta, Georgia. As the leader for the South Alabama Division, he was challenged with improving profit performance in a division with over $50M in sales.

Prior to the Berry Company, Keith was the Director of Publishing for BellSouth Advertising and Publishing Company (now AT&T Advertising Solutions) in Atlanta, Ga. There he led a team of 191 union and non-union employees in the production of 500 directories, plus specialty directories and marketing and sales collateral. Earlier in his career, Keith held several key positions in Collections, Customer Service, General Management, Project Management and Marketing.

Keith was born in Birmingham, Alabama. He received his Bachelor’s Degree in Management from Georgia Tech while simultaneously performing as a starting cornerback on a National Championship football team. Keith received his MBA from University of Alabama at Birmingham.

Keith also dedicates a significant amount of time to non-profit community service, having served as mentor and Board member for the Boys and Girls Club and Camp Fire Boys and Girls. He served as a volunteer for Junior Achievement and as a volunteer high school football coach. Keith authored and published the motivational book Soul Food To Go and accepts speaking engagements to deliver motivational speeches. Keith, his wife Bridget, and their two children Kaci and Keith reside in Atlanta, Georgia

Contact Keith: (678) 893-2600, keith.holmes@att.com

 

Which Business Book Has Most Impacted Your Leadership?

Anna Stevens:

The 7 Habits of Highly Effective People

 

Keith Holmes:

Jesus, CEO: Using Ancient Wisdom for Visionary Leadership

 

 

Tagged With: emotional intelligence, global leadership, keith holmes, trust

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