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Beverly Bochetto with Blue Skies Riding Academy and Scott Kvenild with Paychex

December 19, 2023 by angishields

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Charitable Georgia
Beverly Bochetto with Blue Skies Riding Academy and Scott Kvenild with Paychex
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Beverely-Bochetto-bwBeverly Bochetto has been an advocate for horses for over 25 years. In 2005, she was instrumental in directing a six-figure donation to the ASPCA Equine Fund. During 2005- 2007 she was at the forefront of a successful campaign to legislate the closure the last US equine slaughter houses in Illinois and Texas.

Beverly was a Girl Scout leader for 12 years and Service Unit Director for 3. During this time, she volunteered frequently at the Girls Scouts of Greater Atlanta equine facility, Camp Pine Acres in Acworth, GA. During this time, her affection and respect for equines grew as she observed the positive effects changes these magnificent animals made in the lives of children.

When the Pine Acres equine facility was set to close (leased property of the Army Corp of Engineers) in October 2008, Beverly did not want the program shelved. She negotiated with GSGA to purchase half of the Pine Acres herd, which were otherwise going to auction and uncertain fates.

She began Blue Skies Riding Academy, based on Girl Scout law and principles on November 3, 2008, at a rented barn in Acworth. The rest is history, with many successful human ‘graduates’, and many loved and cared for horses.

Beverly has a Masters in Electrical Engineering and specialized in project management at Bell Laboratories before having children. Subsequently, she ran a successful interior decorating business and retail store in Buckhead for 12 years, before founding Blue Skies in 2008.

Scott-Kvenild-bwScott Kvenild is a Wyoming native who has been a resident of Acworth, GA for over 16 years. By day, he’s a Strategic Business Consultant with Paychex, leveraging his experience as a banker and branch manager in Cherokee and Cobb counties to assist small businesses with HR, payroll, and compliance.

Scott is a devoted husband to Kristi, and centers his life around family and their shared interests. He found himself suddenly learning to navigate the equestrian world when his daughter embarked on horseback riding lessons at Blue Skies Riding Academy, a place that has become a second home for the Kvenild family over the past eight years. Juliette, now 15, owns a pony named My Beau Romeo and competes at local horse shows.

When he’s not at the barn, Scott’s out on the water, enjoying some quality fishing time with his son, Camden. And don’t get him started on the Green Bay Packers – he’s a die-hard fan, adding a touch of Wisconsin spirit to the Georgia scene.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX studios in Atlanta. It’s time for Charitable Georgia. Brought to you by B’s Charitable Pursuits and resources. We put the fun in fundraising. For more information, go to B’s Charitable Pursuits dot com. That’s B’s Charitable Pursuits dot com. Now here’s your host, Brian Pruett.

Brian Pruett: [00:00:45] Good, fabulous Friday morning. It’s another fabulous Friday and we’ve got two fabulous guests this morning. First of all, happy holidays to everybody and I’ll remind everybody at the end. But this will be the last show for the 2023 year. And we’ll get cranked back up in 2024. But if this is your first time listening to Charitable Georgia, this is all about positive things happening in the community and I’ve got two fabulous guests, again, as I mentioned, that are both kind of doing well. They are from the same organization, but uh, Beverly Bochetto, I say it right?

Beverly Bochetto: [00:01:17] Correct.

Brian Pruett: [00:01:17] Awesome. I got it right. We’ll see how I do well here,Scott, from Blue Skies Riding Academy, which is a nonprofit in Emerson, Georgia, correct?

Beverly Bochetto: [00:01:25] Yes.

Brian Pruett: [00:01:26] Um, we’ll get into that in just a second. But you shared with me just before we got on air a little bit of your story, but if you don’t mind, share your story and background and how then we’ll get in and talk to you about how you why you started Blue Skies.

Beverly Bochetto: [00:01:37] Where to begin? Um. My daughter loved horses from the time she was tiny, and she began to ride when she was five years old. And so I got involved, too. And then, um. We had a Girl Scout troop. I was a Girl Scout leader for 12 years. Um, and my troop did a lot of horseback riding at Girl Scout camps, and I got to know horses even more than I began to volunteer there. And when they were set to close, I negotiated to buy half of the herd at Camp Pine Acres, and I started Blue Skies. I think it’s a I love horses, I love kids and horses and kids just go together. They are a fantastic combination.

Brian Pruett: [00:02:19] Yeah, well, you were sharing too, that you don’t you don’t actually really ride, but you love the being able to share the passion of the horses and the kids together. So, uh, I’m just curious what the, uh, the not riding part. Do you still like being around them and and all that stuff as well?

Beverly Bochetto: [00:02:35] Oh, yeah. I like to groom them and talk to them and kiss them and whatever. I just don’t really enjoy riding.

Brian Pruett: [00:02:41] So do you have a favorite horse?

Beverly Bochetto: [00:02:44] You know, it’s like having your children. You love them, but you just love them different, right? They’re all they’re all different.

Brian Pruett: [00:02:51] Do you have, uh, miniature horses as well, or are they all the large ones? We have.

Beverly Bochetto: [00:02:55] One. And his name is Reptar. And he’s a beast. He’s a mighty beast.

Brian Pruett: [00:02:59] I like the name, too. How’d that name come about?

Beverly Bochetto: [00:03:01] Uh, he came with that name.

Brian Pruett: [00:03:02] Okay. Yeah. Is he kind of, like, does he help herd the other big horses around?

Beverly Bochetto: [00:03:06] Oh, he’s the boss man.

Brian Pruett: [00:03:10] Um. All right, so Emerson’s not that big. But if people aren’t familiar with Emerson, share about where you’re located.

Beverly Bochetto: [00:03:15] Uh, we’re on 501 Puckett Road, which is off Old Alabama Road, which is off 293. We are about two and a half miles from I-75. Okay.

Brian Pruett: [00:03:25] And that place is growing. I mean, Lakepoint helped that thing explode, so. Oh my.

Beverly Bochetto: [00:03:29] Goodness. Yes.

Brian Pruett: [00:03:30] Um, do you, uh, so do you work with, um, mainly kids and the horses? Is it just primarily kids and horses?

Beverly Bochetto: [00:03:39] We have we have quite an adult contingent too, of adult riders also.

Brian Pruett: [00:03:43] Okay, so go ahead and share about blue Skies. What is it? Is it just a riding academy or. I mean, it’s a rescue obviously for horses as well, correct?

Beverly Bochetto: [00:03:50] Yes. We are a horse rescue. Um, we actually specialize in off track thoroughbreds. We retrain them for our lesson program. Um. They. The kids love them. I love them because they’re just such athletes. They’re just just magnificent animals. Plus, we have a bunch of ponies who are bad little ponies. Scott has a pony. And, um, we yes, we give lessons. We also do programs for community groups and such, uh, you know, of learning about horses, grooming horses, fooling around with horses. Uh, right now we have a fall program that comes out once a month. Um, we also, some of our riders show, uh, their horses at Wills Park and at Conyers, uh, monthly, sometimes during the season. The season runs basically from March to November. Okay. And but I don’t care if the kids show or not. You know, everybody gets something different out of horses. And for some kids, it’s a competition. Scott’s daughter did not show for years. And then she got the show bug going on and got hooked. And Scott, Scott and his wife Kristy got hooked too.

Brian Pruett: [00:05:03] Well, kids do that to you and they make you get hooked on things. So yes, they do. Yeah. Um, so curious too. Do you actually, uh, are you able to board horses for other people as well or. Yes, we do. Okay. Yeah. Um, so one of the things I’d like to ask people when we’re on here, because it’s all about the community and stuff. So why is it important for you to be part of the community?

Beverly Bochetto: [00:05:23] Because I don’t mean to sound like gung ho religious or something here, because this is how God shows himself through us, in our community, with each other. And it’s very important to reach out. It’s very important for children to have that community. You know, our families over the years have become so fragmented. We’re all over the country. Trying to get together is just crazy business. We have to make more family and our barn is like family. We are a very family style barn. We have a lot of parties. Um, we have a lot of get togethers. We are known in the show world that when our girls are riding, the rest of the barn is there cheering them on. Awesome. And so that’s that’s important for kids. They make lifelong friendships at the barn. And oh, I know that person. And then there’s the horse community itself that we’re a close knit community. We all know each other and we all know each other’s business. Even if we don’t tell each other each other’s business, it gets around. Right.

Brian Pruett: [00:06:27] So I’m guessing your parties are like the hoedowns.

Beverly Bochetto: [00:06:30] Uh, it’s always potluck.

Brian Pruett: [00:06:32] Well, my kind of my kind of party.

Beverly Bochetto: [00:06:34] Yeah, we we just have potluck and cornhole and whatever. We have a we have all different. We just did our Christmas party on the eighth, and, uh, that was a lot of fun. That was in that we have that one at the barn. Usually they’re up at the farmhouse.

Brian Pruett: [00:06:49] Do you decorate the barn every year for Christmas? Yes. Are the horses wearing lights?

Beverly Bochetto: [00:06:54] Uh, occasionally.

Brian Pruett: [00:06:57] Do you pull them sleds? You got a sled you can pull? No.

Beverly Bochetto: [00:06:59] Oh, no.

Brian Pruett: [00:07:01] That’d be kind of fun.

Beverly Bochetto: [00:07:02] Or one driving horse. Dozer, um, died two years ago. Oh.

Brian Pruett: [00:07:05] All right.

Beverly Bochetto: [00:07:06] But, um, when the kids. The last time we had snow, which was several years ago, the girls were so excited, they wanted to see the farm in snow. And I guess I had maybe eight girls sleepover at my house all over the house, like, all over the house. And it did snow. And we hooked dozer up to, I think, a big plywood board, and we drove him around the pastures with the girls on the back. It was a lot of fun. They got they got a tremendous kick out of it.

Brian Pruett: [00:07:33] That’s awesome. So one of my family and I, his favorite show is heartland. Do you guys ever. Do you watch that?

Beverly Bochetto: [00:07:38] Um. Years ago. Yeah. I don’t really watch TV.

Brian Pruett: [00:07:41] Well, being a horse person, I mean, it’s actually just started at 17th season. This is a pretty cool show, but, um. All right, so you guys are a nonprofit? Yes. How can, uh, people in the community, businesses can. Do you have opportunities for people to volunteer support, and if so, how can people get involved?

Beverly Bochetto: [00:08:01] We always need help with the farm when you have 37 horses and 26 acres. It’s there’s always something to do, whether it’s just cleaning. Cleaning up the pastures from fallen branches and fallen trees to cleaning stalls. Rolling shavings. It’s it’s, you know, leading horses in and out. We have a lot of volunteer opportunities where if you’re afraid of horses, you don’t really have to handle them. You don’t have to know a lot about horses to come out and give us a hand. What do you think, Scott?

Scott Kvenild: [00:08:33] Yeah, a lot of the, like the four H girls and everything. They love just coming out and grooming the horses, especially some of the the rescue horses that they don’t get a lot of love. The ones that aren’t able to be in in the lesson program for whatever reason. So they’ll bring them in, just groom them. And that’s very therapeutic and calming to and and a lot of people love doing that. And it’s it’s great for the horses as well.

Brian Pruett: [00:08:53] Awesome. So what about, uh do you have a way for businesses to get involved in, um, in helping you? I know you said you guys are self-sufficient, but I’m assuming you can still take sponsors and do things of that nature.

Beverly Bochetto: [00:09:04] Always, always. Um, we always need our driveway graded. We always need gravel. We always need fence boards. We need people to put up fence boards and take down the broken ones. The horses break fences a lot.

Brian Pruett: [00:09:19] Um, so share your website, how people can find you and the best way to get a hold of you in case somebody wants to either talk about volunteering or help supporting.

Beverly Bochetto: [00:09:27] Okay, um, we’re Blue Skies Riding academy.com. Um, we’re also on Facebook is Blue Skies riding Academy. Um, my my phone number is (770) 925-5182. Um, our business line is (770) 926-2003. You’ll reach our barn manager who’s AJ, and she’s been with us for 12 years. Okay? 13 years, I think. Yeah.

Brian Pruett: [00:09:55] Do you guys have any, uh, fundraisers or anything like that coming up or things you want to share that might be coming up that people can, you know, know about right now?

Beverly Bochetto: [00:10:03] We’ve got a great silent auction that ends on Sunday with a lot of, um, fun activities in the Cartersville area. I, I bid on the one for the Booth Museum and Main Street Seafood myself, and I’m going to outbid anybody for that one. Um, but a lot, a lot of activities and restaurants in Cartersville, the, the, the business owners and the museums have been so generous with us, giving us tickets and gift vouchers and all that kind of stuff. And then we’ve got some horsey stuff on there and some other, other stuff. There’s even a cabin rental in in Ellijay. It’s beautiful. Yeah, like a four bedroom, three level cabin on the river.

Brian Pruett: [00:10:41] Awesome. Uh, so I’m assuming same website. They can go and check that out.

Scott Kvenild: [00:10:46] It’s actually, uh, you can find it on the Facebook page.

Beverly Bochetto: [00:10:49] Yeah, it’s on the Facebook page. It’s not on the website because it’s a temporary thing.

Brian Pruett: [00:10:53] Any, uh, do you guys do any shows or anything like that at the at your place as well?

Beverly Bochetto: [00:10:58] We’ve done it in the past. We didn’t do any, I would say the last two years maybe.

Scott Kvenild: [00:11:02] Yeah. It’s kind of been since Covid. It kind of shut down a little bit. But we’re getting those back up.

Beverly Bochetto: [00:11:06] We’re getting those back up again. We’ll have schooling shows which are just fun competitions. If if someone has never shown before at, you know, a big event like Will’s Park or a big venue or Conyers, this is a great place to start. It’s local, it’s friendly, we fire up the grill. It’s a kind of friendly competition. It gets our kids used to putting themselves out there because, believe it or not, a lot of the kids who. Come to ride are like really shy people. And I mean, the thought of like getting on their horse and showing off basically in front of a whole bunch of people is terrifying. So we were more low key at the farm and we laugh a lot. We still give out ribbons and all that, but it gives them a taste of this is what it’s like to show and it gets them outside of themselves, you know, which is which is kind of cool. So we’re planning, I think we’re planning two of them, one in the spring and one in the fall. Yes. Yep. And we invite local barns if they’d like to come to the show too. So we have a little it’s just it’s fun.

Brian Pruett: [00:12:05] So everybody keep up with their website and their Facebook and all that stuff. So you can find out about all that on there as well. So, um, so I was talking to you a little bit before we got on there about the Carnival Business Club and the little group Emerson connects that meet in the networking. And I’ve been networking in Atlanta for about almost 30 years. There’s a lot of powerful stories that can come out of networking. Have you had an opportunity to do any networking since you’ve had Blue Skies?

Beverly Bochetto: [00:12:27] Uh. Not much blue skies. Keeps me pretty busy. Um, basically, we have volunteers, and a lot of them are teenage volunteers, so we have good after school help most of the time for feeding and bringing the horses and stuff. But basically, Blue Skies is run by me and our barn manager, A.J. Martin. And again, 37 horses and 26 acres and two ladies of a certain age. Um, you know.

Brian Pruett: [00:12:56] Um, one of the ladies actually worked for the booth, uh, museum that works with the Cardinal Business Club. So, Leslie McMillan, you’re welcome, Leslie, for that shout out. Um, so I’d like for you to give a little advice because somebody might be listening who’s thinking about starting a nonprofit. Uh, and so if you would give anybody advice about starting a nonprofit, no matter what kind it is, what kind of advice would you give them?

Beverly Bochetto: [00:13:18] I think you have to go in with a plan. Um, I am very I’m not familiar with, like, nonprofits as a whole, but I am familiar with nonprofit and horse rescue and stuff like that. You have to go in with a plan. And again, I my plan was that Blue Skies would be self-supporting and self-sufficient, um, because I too wanted to serve children. Not just not just horses, but I think that if you’re not going in with something like that, you have to be very adept at fundraising, and you have to also be like an extroverted person, someone who wants to network. Because if you’re if you’re building your business that way, you will be networking continuously. You will be on Facebook, on Instagram, you know, a couple posts a day on the phone with people again, going to Doug’s going to Cartersville, and you’ll know everybody. Um, I’m not that kind of person. I’m like, I’m kind of shyer. Uh, so what I do works for me, but for others, you have to be ready to put yourself out there and have your elevator speech boom. You know, and and do it every single day. And I know a lot of other horse rescues were part of horse rescues. United of Georgia. Trinity rescue was part of that. Save the horses is part of that. We have some sister rescues down in South Georgia, and we all network together and try and help each other and occasionally pass horses around.

Brian Pruett: [00:14:47] Right? There you go. So, so just with the networking, it’s that that networking itself. Uh, do you have a positive story? A kind of a cool story testimony you can share from from that group?

Scott Kvenild: [00:15:03] Just as far as the like Instagram and, you know, networking, social networking like that. We’ve, um, recently launched a lot more activity around that. It’s, uh, one thing that’s kind of unique about blue skies from a lot of the other barns is that it is a community in itself. And so, uh, Bev said there’s really just her and AJ, but truthfully, the families are very, very involved. Um, other barns, I’m not sure exactly how they run. I don’t believe that they kind of have that much involvement from the families. But but a lot of us get involved. We run, um, a lot of that social media, uh, there’s and it’s really kind of almost a competition between a lot of the families, like, everybody wants to do it. Who’s going to take it over? And everybody’s always asking, what’s the password? I want to post stuff like, you know, it’s regulated a little bit here, but it is, um, it’s really kind of taken on a life of its own in just the, uh, the kids, the families, the parents, everybody is active in it. And there’s been a ton of Facebook activity now, too, since, um, we really kind of launched, um, a lot more campaigns like the, like the silent auction that you said and other stuff. There’s it’s growing exponentially because so many families are just sharing it out, and it’s sharing being shared by their share and, and everything. So it’s it’s um, it’s not really like your normal campaign for that. It’s kind of just been very organic, but it’s really it’s really exploded.

Brian Pruett: [00:16:30] Well, and that’s a true meaning of community. I mean, you talk about the families and all getting involved that way and stuff like that. So, um, do you guys take, uh, is it just Bartow County or do you have other places that come and.

Beverly Bochetto: [00:16:42] Everywhere, everywhere we’ve had even Girl Scout troops come from the other side of the city, you know, Lawrenceville, Lilburn. Uh, we get groups from Douglas County. Yeah, it’s all over.

Brian Pruett: [00:16:55] What, uh, do you have typical hours that you do?

Beverly Bochetto: [00:16:59] Most of our lessons are in the afternoons because the kids obviously are in school weekends. We don’t usually have regular lessons on weekends, because a lot of times that’s when we’re showing or we’ve got a project going on at the barn, like fixing fences or, you know, grading the driveway. Um, and we have our beginner lessons are mostly on Sundays.

Brian Pruett: [00:17:22] Okay. So another question I have for you, and then I’m going to come over to you, Scott, um, a nonprofit really is also a business. Yes it is. So, um, we talk a lot of, uh, entrepreneurial stuff on the show as well. And so, um. It may be the kind of the same advice, but what advice would you give somebody who’s thinking about starting a business?

Beverly Bochetto: [00:17:42] Have a plan, have a plan and be prepared to act on it. And be prepared to feel overwhelmed because it’s one of those, you know, your eyes are bigger than your stomach. I can do this and I can do that so well, right? Not always right, not always. Be prepared to scale back in a in a practical way, you know, don’t don’t throw the baby out with the bathwater.

Brian Pruett: [00:18:03] Well, I like that one. All right, well, we’re moving over to let me see. We’re going to get right Scott Kvenild.

Scott Kvenild: [00:18:09] Yes.Perfect.

Brian Pruett: [00:18:10] Oh sweet I got it. So he was the other voice you’ve been hearing. Um you you have a day job where you work for Paychex. But you’re also very involved with Blue Skies. So uh share a little bit about your background and we’ll talk about how you got involved.

Scott Kvenild: [00:18:24] Well, yeah, I’ve, uh, I guess I was born and raised in Wyoming and then, um, moved out here to Georgia. I guess it’s been 18 years ago. And, um, uh, we’ve basically got into blue skies and started writing about 7 or 8 years ago. My daughter, we were just struggling to kind of find some activity that she was going to be involved in. And the grandparents, you know, kept asking, we want we want something to come watch her. Do you know, what is she going to do that we can come and sit in the audience and watch her. So we struggled. We tried a lot of different things. Like I said, we did. We tried it through gymnastics, through dance, through martial arts, um, lots of different things. And then we decided, well, let’s try horseback riding. And, uh, so we actually found Blue Skies online and set up a little trial ride, put her on the back of a horse, and it just it clicked. And that was it for her. And she has been enamored with all things horses ever since then. She’s now, uh, she’s turned 15, and still we are at that barn pretty much seven days a week, for one thing or another. Uh, we we bought a large pony bow. We bought him last, uh, January. So it’s coming up on a year since we’ve gotten him. So he he breathed the whole new level of meaning into it. Excuse me. Prior to that, we we leased one of the horses, and she showed a lot.

Brian Pruett: [00:19:42] But I think it’s pretty cool because, you know, at 15, most of the kids, you sure want to sit in playing video games or doing something else. So it’s awesome that she’s out there and with the other kids, you know, with the horses and stuff like that. So, um, well, you shared with me before we got on the air, but I’m sure people listening are like, well, you were around horses all the time in Wyoming, but you weren’t.

Scott Kvenild: [00:20:02] Yeah. Excuse me. Yeah. No, in, uh, Wyoming. Unfortunately, my my brother was deathly allergic to horses, and we couldn’t I couldn’t be anywhere near them. There was actually a little incident where, when I was a kid, there was a blanket that was in our garage that had been on a horse many, many years ago, and he actually just touched it and had a crazy reaction. Wow. So we had to get rid of all things horses, and I could never be around him. So I yeah, I never really believed that I would move to Georgia to become a horse enthusiast, but here I am.

Brian Pruett: [00:20:31] There you go.

Brian Pruett: [00:20:32] There you go. So same question for you. Why is it important for you to be part of the community?

Scott Kvenild: [00:20:36] Uh, I think I mean, the community really drives it all. Uh, I believe that, um, without, you know, the community involvement, it’s just it’s too much for this to be run by two people. It’s not possible for the size and scope of blue skies to only have two people handling it all. So community is is vital. And we really need, you know, more and more people to kind of come in and, and volunteers just to come help out. If, you know, we get sometimes people who are maybe even just retired and want something to do and so they, you know, love animals and they come out and they can help even if it’s just, like I said, kind of routine stuff like scrubbing water buckets because that’s, you know, something we got to do every day to keep the clean water for the horses. And it’s it seems small, but it’s vital.

Brian Pruett: [00:21:20] So, um, you like I said, you have a regular day job with Paychex. What all, uh, is your, I guess, duties with blue Sky.

Scott Kvenild: [00:21:30] Well, uh, so with. Yes, we do. My wife and I both have full day jobs. Uh, but we, we really got more involved with Blue skies, uh, here this this year, actually, when, um, we kind of saw that there were a lot of changes that happened in last year, and, and we kind of saw where there was a need for more people to step in and do a lot more as far as families. Uh, so my wife and I kind of came up with with a proposal of how we really wanted to help out, and we went to, uh, to Bev and AJ and kind of presented our proposal on, on how we want to, to become more involved. And we weren’t sure if she was going to be receptive or not, honestly.

Beverly Bochetto: [00:22:07] But it was like a yes.

Speaker5: [00:22:09] Yes.

Beverly Bochetto: [00:22:10] When can you start.

Scott Kvenild: [00:22:12] Yeah. So we’ve we’ve kind of, um, helped really delve in uh, on the, the financial side, I actually have a background. Prior to Paychex, I was 19 years in the banking industry. Um, and my wife has actually run a couple businesses of her own as well. And she’s a product manager for senior product manager for a large company, too. So she’s got a lot of knowledge in that. So we we’ve kind of, um, delved in a lot to the business, gotten to know a ton more about it, and, and just trying to find out ways we can help. So we started creating committees. Uh, we’ve got a lot more parent involvement. We had a meeting with all the parents, and we basically I put them on the spot and I said, I said, would you guys rather volunteer your time or pay more money? You know, raise your hand? Yeah.

Brian Pruett: [00:22:54] I’m sure you got a lot of hands raised.

Scott Kvenild: [00:22:55] Yeah, yeah. So, so we’re really, uh, relying on the families a lot to kind of help out, because, yeah, we could hire people to come in. That’s not really the way Blue Skies has ever run. It’s been more on the family and the community within it.

Brian Pruett: [00:23:08] Um, so other than your horse, Bo, do you have a favorite horse that you’ve worked with over there?

Speaker5: [00:23:13] Probably.

Scott Kvenild: [00:23:13] Bella. Bella is a, uh. It’s a pony that my daughter leased for two years prior to buying Bo, and she showed on Bella for those two years. So we went to shows, and that was when he first, um, kind of what Ben was saying, that the my daughter was that way to where she was hesitant to go to the shows. She was a little nervous about it because it’s, you know, you go to these big shows, you have to compete in front of people. There’s, you know, a lot of stress behind it. And she was so nervous and didn’t want to go. So we kept kind of doing schooling shows, trying to get her her feet wet a little bit. And then finally we leased Bella and she went to her first show and it was just once again it clicked. And after that she’s like, I want to go to more. I want to go every month. Can we go more? We that first year we we told her we’d go to two shows. One in the spring, one in the fall. We went to four. And then last year, uh, I think we went one a month and it’s, uh, it’s it is, it’s kind of, I don’t want to say addictive, but it really is. It’s so much fun and it’s such a busy, crazy weekend and a show weekend. But it is. The community of Blue Skies is great. We all, we all get together at the shows. We have little potlucks where we’ll sometimes like bring out a grill and we all hang out. There’s usually a couple people with campers and we hang out there. We have dinners together. Um, it’s everybody cheers each other on when they’re when the girls aren’t showing, they all come to whoever is and they cheer ringside and and it’s, uh. It’s fun. It’s electric.

Brian Pruett: [00:24:33] That’s awesome. So this kind of week for both of you, um, do you guys have opportunities for families who might have, uh, kids that are special needs to come out and be able to do things with the horses?

Beverly Bochetto: [00:24:46] Yes we do. We are not, um, you know, like a certified facility. But we’ve had a lot of children over the years who I would say are kind of on the spectrum of autism and horses really help them come out of their shells. And so, you know, we’re not McKenna farms, which is a full service therapeutic facility. But yes, we can accommodate children with with special needs. Okay.

Brian Pruett: [00:25:13] Um, so, Scott, I’m going to switch gears just for a second. I want to talk a little bit about about Paychex. Um, I’m familiar with it, but for some, uh, people who might not be listening, share a little bit about what Paychex does. Yeah.

Scott Kvenild: [00:25:24] So, uh, Paychex is, is HR payroll, um, and compliance type of a company. We, uh, I’m specifically with the PEO department, and PEO is just a program that we basically handle outsourcing of HR and all the other parts of that. With worker’s comp, we do payroll, we do HR, we do we help with hiring with, uh, managing the compliance. We do training, uh, for the employees. We’ll also do help with performance reviews and everything. So we kind of help take all that off of a business’s workload. So we handle all the admin tasks so that business owners can focus on the reason why they got into the business in the first place, which is, you know, running their and growing their businesses. So we we help just kind of outsource that where it’s called Co-employment. We, we actually come in and we um, co employ their employees. So we, we help in a lot of other ways too. It’s great with restaurants, for example, uh, like restaurants, there’s a tax credits that restaurants can get for tips, but they can’t get it unless the restaurant is profitable. So new restaurants typically, you know, three years and or more and they’re not profitable. So we’re able to go in there with the Co-employment. We bring the employees also under our tax ID, and they’re able to get that tax credit, which can sometimes be tens of thousands of dollars for the year in a tax credit that they couldn’t get otherwise. So a lot of good advantages that we kind of bring there.

Brian Pruett: [00:26:40] You guys do background checks as well. Yeah.

Scott Kvenild: [00:26:42] Yeah. We do background drug tests okay. All that for.

Speaker5: [00:26:44] Them. All right.

Brian Pruett: [00:26:45] Um, so you told me and you mentioned that you came from the banking world, uh, prior to this. So you obviously a people person, I would hope. Yeah. Have you had an opportunity to do any networking?

Speaker5: [00:26:57] Yes. Yeah.

Scott Kvenild: [00:26:58] I’ve been in, uh, some BNI groups and of course, you know, Chamber of Commerce. Um, I’ve been in a couple other different clubs, uh, that I’ve, that I’ve done through the years. And I was part of the, uh, Kennesaw Business Association for a while as well.

Brian Pruett: [00:27:10] Okay. Do you have a positive story you can share for the from the networking?

Scott Kvenild: [00:27:13] Sure. Yeah. There’s a great BNI group that I was in in Kennesaw. It was when I was, uh, working at a bank down there, and it was, um, that’s actually where I first met my my first Paychex rep, a great guy there. He was kind of on the board, and it was one of the first BNI groups that I’d ever been a part of. And I’d heard I’d heard some negative things about BNI groups where people said, it’s kind of, you know, waste of time, waste of money. Um, and, you know, I think there’s good groups and bad groups, but this particular group was just fantastic. And they it was a really good, you know, sense of community there. And I got to meet some great people that I’m still in contact with. You know, it’s been, uh, five years ago, I think, and it was, uh, but I still in contact with these people. We still send each other business and help each other out. And it is it’s that that whole aspect of just helping each other. And that’s the reason why you’re in those groups. You’re not. You’re not. I mean, you’re there to get, you know, some leads and some help yourself. But it’s all about sharing and supporting each other.

Brian Pruett: [00:28:06] So for those I, I was part of BNI, I’m not really a fan of being I. That’s a story for off the air. But uh, um, for those who may not know familiar with BNI, share what BNI is.

Scott Kvenild: [00:28:17] So it’s it’s basically, uh, it’s a company that helps facilitate these, um, groups, and there can be groups all over and they can have their own focus and they kind of run autonomously. Uh, but you can easily look it up on BNI, I don’t remember the exact exact website, but look them up online and, and you can just search for a group and find one in your area. And like I said, some are hugely active and have large base of people that go. And typically BNI will they’ll limit it to where there will only be, say, one person from banking, one person from Paychex, one person from a law firm. So you’re not all stepping on each other trying to get leads. It’s a diverse group from diverse backgrounds that all just basically you go, you talk about what you’re looking for. You say, like, I’m really looking for customers that are interested in this. And then everybody thinks, hey, I know somebody like that, and they’ll refer them to you, and then you refer back and it’s just it’s a good, good way to kind of share people.

Brian Pruett: [00:29:12] One of the things I think that I’m not really I’m, I, I’m more of a believer of, uh, the open networking where you can have multiple things and believe in collaboration over competition. I’m not down at all. I’m being I, I just it was not the group I was in wasn’t that great. But, um, I do believe in the collaboration over competition. And when you go in networking, I share there’s two that you should go in with a mindset of helping others, not what you can get out of it, because that will come back to you anyway. Yeah. Um, a lot of people make the mistake of trying and going and selling something, and it’s all about me, and you’re never going to get anywhere that way. So. So for somebody who has a business, um, whether they work with Paychex or not, um, can you give any advice for, for any tips on from the HR or anything like that perspective that people might need to think about?

Speaker5: [00:30:00] Yeah.

Scott Kvenild: [00:30:01] It’s, uh, the world of compliance and HR is it’s vast and it’s complicated, and it can get businesses in trouble if they’re if they’re not in the know. So if you don’t have a good HR background, I would highly suggest finding somebody to help out there. Uh, because you can easily get yourself into hot water if you don’t understand all the compliance. And it’s all different from state to state. Uh, especially if businesses start to do business in multiple states. It’s a whole other can of worms there that you’re opening. So it’s good to always have somebody knowledgeable on the team. And don’t try to do it all by yourself.

Brian Pruett: [00:30:36] And that’s important because ask for help. I mean, anyone thinking that you’re doing right, Bev, you do the same thing at your group. Ask for help. Yeah. Um. All right, so what what size group or businesses do you guys typically work with?

Scott Kvenild: [00:30:48] You know, we can honestly work with about any size, but Paychex is founded more on the small business side. Uh, we really kind of want to be helping out the companies that are small to mid-size. Um, and we can do large corporations, like I said, but it really anywhere from about five employees, we can we can help out with payroll and stuff below five. But for the PEO there’s not a huge need for that under that. Um, so honestly, the sweet spot is probably from about 20 employees up to say 500 is kind of where where we really shine. Uh, and a lot of the newer startups, uh, they really can benefit from ours because they, we’re able to kind of just come in there and take on all those tasks that they don’t want to deal with anyway and, uh, and run with it from there.

Brian Pruett: [00:31:33] Now, is it Paychex. Is that a nationwide company, Metro Atlanta or where all do you guys work. We are.

Scott Kvenild: [00:31:38] Nationwide.

Brian Pruett: [00:31:39] Okay. How about you where all do you work.

Scott Kvenild: [00:31:42] So I’m really kind of Atlanta metro. Um, a lot of the businesses that I work with, I have a pretty large territory, honestly. I can I can work with a company in California if I want to. It’s not I’m not 100% territory based. Uh, but I focus right around kind of Acworth. Kennesaw out to Alpharetta, Roswell area. That’s a big part of mine. I’ve got some customers in Gainesville, um, that I go out so pretty wide net, and I’m happy to drive and meet with people in person. Or of course, we have all the virtual aspects today, so we do most of the meetings virtually. But, you know, I can be anywhere I need to be.

Brian Pruett: [00:32:14] So, uh, I got Wednesdays for you because there’s a group that meets in Acworth at Center Street Tavern every Wednesday from 11 to 1, 1130 to 1. Really? I tell people, get to 11 because you won’t get a parking spot if you get there after. But yeah, uh, there are no paychecks people that come to that. So. Okay. Uh, and it’s a free group. You just pay for your lunch and then drive up to in the mornings before that, come to Cartersville Business Club. Because honestly, in the last several years I’ve been networking. I’ve seen one Paychex person.

Speaker5: [00:32:40] Really?

Brian Pruett: [00:32:41] So get you involved. I was dubbed the leader of the Networking Posse several years ago. So I can induct you in that if you’d like.

Speaker5: [00:32:47] So that sounds good to me.

Brian Pruett: [00:32:49] Um, okay, so. This question’s kind of going to be for people who are thinking about maybe volunteering, right? They’re looking for something to do and they’re not sure what to do. From your perspective, what kind of advice would you give for somebody looking to do some volunteering, whether it be for, uh, Blue Skies or any other nonprofit?

Scott Kvenild: [00:33:11] Yeah. I mean, just reach out to us. We’ve got, um, plenty of, like, opportunities and and, I mean, just as volunteering in general, it’s it’s just having the right attitude when it comes to it, just being ready to help out and do what you need to do. Um, I’ve done a lot of volunteering, I guess, through my entire life. Not not just at Blue Skies. Uh, but I’ve, I’ve helped out with, you know, tutoring. Um, I actually tutored a, uh. I used to be fluent in sign language. Um, not as fluent anymore. I can still do do quite a bit of it. Uh, but I used to go tutor deaf, uh, wards like children in detention centers and stuff that, you know, and so I’d have to go into the detention center, work with deaf wards in there to to help tutor them and help them out and everything, because there was just a real need for it. But it’s just having that kind of spirit of being willing to do whatever you need to do to help somebody out.

Brian Pruett: [00:34:02] Um. Well, this is going to be kind of maybe of a dumb question. I always told myself when I was a sportswriter, I was going to ask the dumb questions, but this might be a dumb question. Um. What is your favorite part of volunteering at Blue Skies?

Scott Kvenild: [00:34:17] You know, it’s I love being out there anyway, just at the barn, because it’s quiet. It’s calm. You just feel like you’re in the middle of nowhere yet, you know, you’re not far at all from anything. And, um, and I just, I kind of like the peace of being able to just go out there and work even. And this may sound weird to a lot of people, but anybody who’s done it a lot understands I like cleaning stalls. It’s peaceful in a weird way. You just it’s.

Beverly Bochetto: [00:34:41] Meditative.

Scott Kvenild: [00:34:42] It is, it is. And I mean, yes, you’re, you know, cleaning up horse poop and and everything, but it’s there’s just something about it that’s just calming and relaxing and and. Yeah, it is meditative. That’s a great word for it.

Speaker5: [00:34:53] Yeah.

Brian Pruett: [00:34:54] Um, you said you have, uh, a miniature horse and the rest of the horses. Do you have any other animals on the farm?

Speaker5: [00:35:00] Cats.

Beverly Bochetto: [00:35:00] Cats.

Brian Pruett: [00:35:01] Well, you got to have. I guess you got to have cats.

Beverly Bochetto: [00:35:03] We are our our barn manager. A.j. is our unofficial cat rescue. She should really have her own NPO. We have, what, about 20 cats? Yes, right now. And they’re all sweet. She hand raises them, she gets wow. Picks up kittens off the side of the road. She hand-raised. They’re all they’re not feral cats. They’re all sweet cats. And people who don’t even own cats love to just have a cat on their lap and pet it. And so how.

Speaker5: [00:35:27] Are they with the horses?

Beverly Bochetto: [00:35:28] Oh they’re fine. Yeah. They’re fine. We had one. I don’t know if we still have her who used to ride on the back of. Oh yeah. Remember. Yes, I do remember. I’d have to ask AJ the horse.

Speaker5: [00:35:38] That’s awesome.

Brian Pruett: [00:35:39] That’s really.

Speaker5: [00:35:40] Cool.

Beverly Bochetto: [00:35:40] The other thing about volunteering, um, at our barn and my. I digress a little bit here. When I went to the welcome parents high school thing at Saint Pius years ago for my daughter, the principal, Steve said, now listen up, parents, these freshmen you cherish every moment in the car, car ride back and forth to school every day because once your kid gets their license, you’re not going to see them again. They’re basically out of your life. They have their own things that they want to do. And I thought, well, that’s ridiculous. But my daughter was 14, and I think I take that to heart that we kind of lose our kids to their social groups and so on and so forth. And being at the barn, if your child takes lessons, it’s an opportunity to stay close to your child, you know, and to cheer them on at shows, to watch their lessons, talk about their lessons, talk about their horse. It’s again, it makes it makes family. It keeps families close. And that’s why we really, uh, encourage community at our barn. Don’t just drop your kid off and go over to Publix and do your shopping. Stay and watch and talk to other parents, and then you’ll get to gossiping. And then, I don’t know, one night the dads will have a beer, and then they come to a party, and then it’s then it’s on, then it’s just on there all the time.

Speaker5: [00:37:00] No. And I think.

Brian Pruett: [00:37:00] That’s important because I’m currently reading a book about Barry Black. If you don’t know about Barry Black, he’s a, uh, an admiral, uh, chaplain, and he’s, uh, was in the Senate for a while, and he was talking about when he was growing up in the inner city of Baltimore, and the kids would have performances or whatever, and, you know, dads wouldn’t show up, moms wouldn’t show up. And how important it is to be a part of things like that for for the kids. I mean, Scott, you were talking about how your, your daughter is excited about, you know, got involved in the showing and wanted to go. And instead of going to two, you went to four shows and now you’re monthly and, you know, so, um, I just think that’s very important because you’re right, especially these days, you got to be involved with your child’s, you know, life. So, um, it’s just the way society has gone. So, um, Scott, share again about the, the silent auction, how people can can see that stuff and bid and, um, if you don’t mind, after he’s done sharing that with Bev, just because I know people like to know, especially with the smaller nonprofits versus like a, you know, a Saint Jude or whatever, what the money actually goes for. So if you don’t mind sharing that, but first, share about it first.

Speaker5: [00:38:04] Yeah. If you just.

Scott Kvenild: [00:38:04] Go to our Facebook page, just go look up Blue Skies Riding Academy on Facebook. We’re the only one there. So you’ll find it. And then there’s a bunch of links here recently to it. It just went live last week and you said it’s wrapping up I think Sunday Sunday okay so a bit more time. There’s a lot of great stuff on there. You can go bid you can see what the current bid is. Um, you know, put some more in there if you, if you want to do it, there’s some great prizes, great things to win. And, uh, I really think that they, you know, get a lot of value out of it. And then Bev can tell us where the money’s going, what.

Beverly Bochetto: [00:38:35] We spend our money on. Oh, okay. Feed hay shavings. Um, the mortgage, which is actually a business loan. We own our property, which I’m very proud of. It’s corporately owned. I don’t own it. It’s owned by Blue Skies Riding Academy. Our horses are either have their feet trimmed every five weeks, or they get new shoes every five weeks. Trims are. Are they 60? Scott I can’t remember. The trims.

Scott Kvenild: [00:38:59] Are 60.

Beverly Bochetto: [00:38:59] Yeah, a trim to trim. Basically filing the horse’s hooves down is $60 every five weeks. Now times 37 horses. It runs into some money. Uh, shoes can be anywhere from 125 to 150, depending on what what type of shoe we have that builds. Our horses tend to be very healthy, but we do have routine vetting, which is includes a Coggins, which is required by the state for equine anemia. And then uh, their, their uh, booster shots every year. Okay. But sometimes our vet bills get big. We’ll have lameness or horse will colic, which is always life threatening for a horse. And horses again tend to be pretty healthy and pretty sturdy. But when something goes wrong as a prey animal, it goes downhill fast. And it gets expensive fast. Right. Um, so our vet bills are always kind of our wild card, but we, we pray for the least and we kind of plan for the most, right? Uh, right now we probably need. How much in fencing?

Scott Kvenild: [00:40:02] Oh, yeah. There needs to be a lot of fence repair. Just the horses. They, you know, they kick, they right. They chew on.

Beverly Bochetto: [00:40:09] And and unfortunately, um, our they’re called corral boards. Basically, they’re rough sewing one by six, 16 foot board boards. Uh, a year and a half ago, they were 997 apiece at Home Depot. They’re now 1997.

Speaker5: [00:40:25] Yeah, it’s crazy.

Beverly Bochetto: [00:40:26] When we break them, when we break a board, we cry. It’s like, oh my gosh. It’s like, oh no. Um, right now we also have a little situation with our well, we need a new holding tank. And we’ve. Scott Jury rigged it because he’s a genius about things like this. We need a new holding tank, but it’s about $3,300, which we just don’t have, right? Um, you know, and then we have our property taxes, and it goes. And then just routine barn supplies, you know, that we need. We just got another 12 lead ropes. Mhm. Um, or we’ll need a new saddle. Last month was a new saddle. We had the saddle fitter out and one of our horses. We couldn’t find a saddle in the barn that she could either, um, pad for this horse or fix in some way. And so there was $880 for a new saddle so the horse could be comfortable, which that means also the horse needs less chiropractic care. There are equine chiropractors, and we have a great one. He comes down from Tennessee once a month, but it’s $90 a horse. And depending on what the horse is doing, sometimes they’re adjusted once a year, sometimes they’re adjusted every other month so that it all goes to that. I derive no income from blue skies. Our barn manager doesn’t always derive income from blue skies. We try, we try. Um, so there are our trainers are paid. They’re they’re paid for for giving the lessons. But really, all of the money that is raised or earned by blue skies goes back into the horses in the property.

Brian Pruett: [00:41:59] That’s it’s kind of cool that you talked about because I knew there was, uh, some equine chiropractors, but probably not merely there’s a chiropractor for horses. Yeah, there’s actually a chiropractor for dogs, too, I found out, so that’s kind of cool. Um, but I never thought about it until you mentioned it. Do you have to make sure that the saddle is comfortable for the horse? I just assumed you’d pick the saddle and saddle and set it on a horse. So, you know, you never think about things like that. So I’m glad you mentioned that. So I may have some connections for you. Um, do you guys. I’m sure you have one, but, uh, can you use any other farriers?

Beverly Bochetto: [00:42:28] We have one farrier, Nicholas Star. Shout out Nick if you’re listening. He’s been our farrier for, I want to say, ten years. Okay? And he’s our farrier.

Brian Pruett: [00:42:37] All right. If you if you would like another or need another introduction to one, I’ve got a good buddy of mine who’s actually a pro rodeo rider, but he also does ferrying. So. Okay, um, he’s up there in just north of, uh, Calhoun. So, um, he’s looking for some tough to get horses. I mean, he’d be right there because that’s that’s what he does. So, uh, I may have a fence person for you, too. We’ll chat afterwards, but, um. All right. So, uh, as we kind of wrap this up a little bit, uh, I like for both of you to share a little piece of, uh, positivity. Either a nugget, quote, word, something to live while the rest of 2023 is, what, only two weeks away. But, you know, the rest of 2023 and beyond with. So, Bev, I’ll start with you. What kind of knowledge would you like to share or positivity?

Beverly Bochetto: [00:43:22] I think no matter how you feel about, you know, religion or anything like that, that you have to have faith, you have to have faith and you just don’t give up sometimes. Sometimes when things get really bad, maybe you just need to go to bed early and wake up with a fresh, you know, arrested, arrested mind. Um, and and that’s and you keep going. And you always I always think there’s something better that tomorrow is going to be a better day. And for the most part, it is. It is. Um, Scott and Christie stepped forward a couple months ago with a business plan they actively criticized in 2 or 3 pages. You know, we noticed the barn is getting a little messier and stuff like that. Well, our barn manager, AJ, has been battling, um, two brain tumors for the last two years. And so when she’s in radiation or in chemo, it’s, you know, it’s very taxing for her physically. And they and I thought that they were just going to criticize us and say, the barn looks like a bomb hit it, you know, and instead they were like, here, you need to read this. We want to help. And I was like, oh my gosh, that was like a gift.

Beverly Bochetto: [00:44:30] That was a gift. That was a gift from. This is how God shows himself through us, right? Um, you know, the other thing that happened, and I’ll this was a long time ago. We were actually in the barn next door. Um, we had a landlord from hell. Not the current owner of that barn. He’s the current owner’s great, but the landlord from hell. We didn’t even have a toilet. We had a porta potty, which I called hell’s Potty, because those things get really hot in the summer. And we were paying, uh, pretty much what our business loan is now. And we had an outdoor arena that I paid for, and it was just it was a miserable life. Plus, I was going through a divorce, which was also no fun. And a real estate agent showed up at the barn and said, you know, I want to buy that place next door. And I was wondering if I could rent it out to you, but I just want to buy it as an investment. I said, yeah, I’d be interested because it has an indoor arena, which is all weather. We can have lessons, all weather and a couple of months.

Beverly Bochetto: [00:45:28] So we kept in touch and a couple months later he called me and he said, you know, I’ve decided not to buy that farm. I was like, okay, what? You know? And he said, but I think I could get it for you. And I was like, you got to be kidding me. And because I think it was at 1.2 million at that, I was like, oh, I said, I’m going through a divorce. There’s no settlement. Everything is up in the air. He said, no, no, let me work on this. And he worked on it. And he called me back a couple weeks later. He said, the farm is yours for half of 1.2 million, with a $50,000 build out, no money down. I said, all I have is my credit rating. And he’s like, that’s fine, that’s all you’re going to need, he said. As long as you can close by December 31st, I said, oh, I can make that happen. That’s awesome. And so talk about a miracle, the miracle of that. I think that that is aside from the births of my children, I think that that is the greatest thing that ever happened in my life.

Brian Pruett: [00:46:25] That’s awesome. Well, and that’s another reason I do the show, because those are all just examples of that’s more stories that we need to hear about. So, Scott, what about you? What kind of, uh, positivity or thing would you like to share?

Scott Kvenild: [00:46:37] I was just, uh, I think about it a lot, actually, every time I watch the news. Now, every time I kind of, you know, talk to people, look on a lot of social media, there’s just there’s a lot of negativity. And it seems to have really kind of built in the past several years. And if you get sucked into that, you become part of the negativity. But I think that all of us need to do our part to rise above that and do something good for somebody else. Help out a charity, help out your community. Do something in a small way to help somebody else out and rise above the negativity and spread positivity as well, because that is also infectious. Yeah, but I think it takes individuals to just make the decision to do it and do it well.

Brian Pruett: [00:47:15] I say make a change. Change the world one, one, one person at a time. Um, I forgot to ask you, Scott, if there’s somebody out there with a business or something that wants to talk to you about your services, how can they do that?

Scott Kvenild: [00:47:27] Uh, yeah, they can email me at it’s just at, well s which is s k v as in victor e n I l d as in dog@paychex.com. Or just give me a call at (770) 500-4723.

Speaker5: [00:47:43] Awesome.

Brian Pruett: [00:47:44] The other thing that, uh, is a lost art these days is a thank you. Um, so I want to Bev, I want to thank you for what you’re doing for the community with the horses and the kids as well. And, Scott, thank you for what you guys do for, uh, blue skies and and helping, keeping that going. Just a reminder to this is the last Charitable Georgia for 2023. We’ll talk to you guys in 2024. But let’s remember let’s remember, let’s be positive. Let’s be charitable.

 

Lauren Stallings with BME Home LLC

December 19, 2023 by angishields

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Lauren Stallings with BME Home LLC
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BME-HomeBME Home, LLC is dedicated to providing in-demand professional home organizing and interior design styling services to a wide variety of budgets and home sizes.

Organizing with BME Home goes further than just hiding clutter in a basket, it involves one on one coaching through a three step process allowing the client to learn their organizing style.

Doing this allows the client to maintain their home because their home will work for them. Interior Design Styling goes in depth with the client focusing on budget friendly and sustainable avenues while creating a beautifully curated space.

While organizing is a must for any calm & relaxing home having a wardrobe that represents the same demeanor is the best feature for any BODY. As a personal stylist I understand body shapes, personal aesthetics, & skin tones and how it all creates the image a client wants to portray to the world

Lauren Stallings really enjoys working with people and tackling all the problems and challenges that come herway on a day-to-day basis. With a focus on personalized service, competitive rates and customer satisfaction, she is always working to exceed her clients’ high standards and expectations.

Lauren leapt into owning her own business in 2023, and has never looked back. Maintaining her reputation as a reliable Home Organizer & Stylist means making sure her clients have complete and total confidence in her services, and she’s proud to be recognized as one of the best in the business.

Follow BME Home on Facebook.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX studios in Woodstock, Georgia. It’s time for Kid Biz Radio. Kid Biz Radio creates conversations about the power of entrepreneurship and the positive impact that journey can have on kids. For more information, go to kid Business.com. Now here’s your hosts.

Layla Dierdorff: [00:00:28] Hello. Welcome to KCBs radio. I’m Lila.

Austyn Guest: [00:00:31] And I’m Austyn,

Layla Dierdorff: [00:00:32] And today we have an awesome guest with us in the studio, Lauren with BME home. Hi, Lauren, thank you so much for being with us here today.

Lauren Stallings: [00:00:40] Thank you so much for having me.

Layla Dierdorff: [00:00:42] Yeah.

Austyn Guest: [00:00:43] Thanks for being with us today. Uh, can you tell us a bit about yourself and your business before we get started?

Lauren Stallings: [00:00:47] Absolutely. I am Lauren Stallings with BME home. It is a full life styling business, so I do everything from wardrobe consulting to home organizations. So yeah, a little cover a little bit, but it’s a little bit, uh, it’s in depth when I get in with my clients. So they kind of get an all in one rather than having to hire for different companies. Makes sense.

Austyn Guest: [00:01:08] Do you work with, like, the whole family or like, the mom or whatever?

Lauren Stallings: [00:01:12] I’m nodding my head like, somebody’s watching this, right? Yes, I do, I work. Um, so BME actually stands for Boss Mom Empire. I am a mom. I have an 11 year old son. He’s turning 12, sometimes thinks he’s 21. Um, I’m sure both of you probably understand that. Absolutely. Um, but he he’s the reason for everything that I do, and I have a passion for it. So I’m leaving a legacy for him. And I actually started this business in February. Okay, I it all began. It all began, um, when I started my nonprofit two years ago. Okay.

Austyn Guest: [00:01:46] We’re very familiar with nonprofits.

Lauren Stallings: [00:01:47] Um, I know that’s why I’m excited to be here.

Austyn Guest: [00:01:50] All right, so. And you just kind of said when you got started and why. But, um, how did you get started with your business?

Lauren Stallings: [00:01:59] Honestly, I’ve spent nine and a half years as a first responder and in the public safety. Yeah, it’s cool.

Austyn Guest: [00:02:06] It is cool.

Lauren Stallings: [00:02:07] Though. Nine years in that world, um, it’s more like 20 after after five. It feels like you’ve been there for ten. Wow. So, um, this is just a passion of mine. And with the nonprofit, we would actually use the funds to go into nominated moms rooms, bedrooms, and completely flip and restyle their bedrooms to give them amazing, like, an oasis. Um, and then this just kind of became a passion. So February of this year, I started it and left, uh, the police department I was working at full time, and I haven’t looked back since. Wow.

Austyn Guest: [00:02:37] All right. Through that journey, what have you done that has helped you really succeed?

Lauren Stallings: [00:02:42] I’ve stayed consistent.

Austyn Guest: [00:02:44] That definitely helps.

Lauren Stallings: [00:02:45] Accountability is a big thing, too. Like, when I make a mistake, I’m the first to apologize to it. I offer, you know, any kind of other service that I can go back and help my clients with if something has happened. But staying consistent with Outreach Network podcasting.

Austyn Guest: [00:03:00] Yes. Yeah.

Lauren Stallings: [00:03:01] Um, and being involved with they be my clients become my family and my friends.

Austyn Guest: [00:03:07] So like that’s always a good thing to have.

Lauren Stallings: [00:03:09] It is. And especially because I’m coming into their homes and touching their stuff and I’m having to help them reorganize their life.

Austyn Guest: [00:03:16] I feel like you’re more personal. Yeah. I feel like you have to become close with them at that point.

Lauren Stallings: [00:03:19] Absolutely. For sure.

Austyn Guest: [00:03:22] So based on, you know, being successful and becoming this successful entrepreneur, you are now, what would you define success as? Because I feel like everyone has their own definition of it.

Lauren Stallings: [00:03:32] The best version I’ve ever heard is success is individual. There’s you’re comparing yourself to somebody else. And I was 14 once and I keep that in my head. And now I’m raising a pre-teen. Mm. Your definition of success is not what that person next to you is going to be. And it’s not what the popular girls is. It’s not what the outcast girl is. It’s not what the jock is. And girl to girl, it’s a really big moment when you can look at it and say, my success is being able to reach the goals in my own life. You mentioned Zelda, my kids obsessed. It’s so ridiculous.

Austyn Guest: [00:04:05] I personally play, but I’ve watched her play and she loves it.

Lauren Stallings: [00:04:09] It’s a different, different thing because that’s her thing, right? So you’re like, yeah, I’ll play it. Same thing. I’ll play it with him. But do I know all the ins and outs? Don’t ask me a single question about it because I have no idea.

Austyn Guest: [00:04:17] I’ve played once. I know nothing.

Lauren Stallings: [00:04:19] Exactly. It’s like I’ll sit down and play with you and we can have a good time. But that’s what success is, is cheering her on while also accomplishing your own stuff that might be different than what she has. So yeah, it’s one of those things that somebody else told me about three years ago. And it’s your success is always individual. It’s never going to be what somebody else is doing. That’s comparison. So knowing the definition and the difference between those two actually helps you go a lot further in life. That’s really.

Austyn Guest: [00:04:43] Different. Yeah. People have said that we’ve gotten a lot of different responses, but that one’s going to stick good. I’m glad. All right. So obviously becoming an entrepreneur has a long path. Usually takes a little minute to, you know, get into the groove of things maybe. What are some, you know, regrets that you have. Maybe when you started up your business or things you wish you would have done differently?

Lauren Stallings: [00:05:07] To be honest, I wish I would have started sooner. I’ve always been an entrepreneur. Um, I’ve always wanted to do other things. Like I just finished a commission drawing that somebody had me draw up. Um, that was their coworker in front of the house that started that was started by her family. So I finished that drawing as a Christmas present. Um, I’m currently writing a children’s book. Oh, okay. And I’ve already published two other books. So the entrepreneurial world is not new to me. Okay. Um, I’ve kind of always been into it, and it’s because I was raised by somebody that was in a corporate environment, and I didn’t like that. So like I said, I just spent nine and a half years in public safety. But public safety, especially as A911 dispatcher, you get new things every phone call. Yeah. So it’s always different. You can’t prepare yourself thing. It’s not ever going to be like one choking is going to be different than another choking, as crazy as that is. But one baby birth is different than another baby birth. I’ve done that too. Oh, really?

Austyn Guest: [00:05:57] So you okay?

Lauren Stallings: [00:05:59] Yeah. Well, almost have it published. The children’s book yet?

Austyn Guest: [00:06:03] Well, we’re getting there.

Lauren Stallings: [00:06:04] So it’s just that I haven’t started sooner.

Austyn Guest: [00:06:06] Okay, based on that, do you have any more advice for aspiring entrepreneurs to help prevent some of those, like, maybe help them get started sooner?

Lauren Stallings: [00:06:15] So do your research on what you want to do. But the other thing I think as an entrepreneur, when you’re starting is that that adventure and I say adventure, some people say venture. I say adventure because you’re learning something through that whole process. Yeah, and it’s supposed to be fun. And even if it fails and whatever. Again, so your definition of success and your definition of failure are going to be completely different than what mine are, than what my son’s are, than what either of you might share as well. But when you get to that failure point, you can reevaluate and go, okay, what did I learn in this? That’s going to make it easier the next go around? And so I learned a lot through the nonprofit that led me to be able to do my business now and actually make it a limited liability company with the state and register it, and it made it a lot easier. So knowing what path you want to go down and knowing that your passions are going to change will actually help you get started in one adventure to another. And knowing like it’s not, it’s not work if you love what you do.

Austyn Guest: [00:07:07] Yeah, if you love what you do, you’re not going to feel like you’re working. If you love what you do, you’re going to have like, having fun and actually enjoying life.

Lauren Stallings: [00:07:14] Yeah, exactly.

Austyn Guest: [00:07:15] I feel like the corporate world has put, like a bad connotation on the word work.

Lauren Stallings: [00:07:19] It gets you at the I love this conversation, ladies. You are correct. And it has. And it’s changed a lot though. So like now you see police officers and firefighters, they have their tattoos. They can share all of that. And even in the corporate world, there’s a lot of them that you can still do that. And so it’s changing. I’m sure you guys go into all of that. Yeah, you’ll get there.

Austyn Guest: [00:07:37] I’m sure there’s still a few people who obviously like having the same routine going behind a desk, having a computer, but there’s also a lot of people who don’t because it gets pretty boring pretty quick. You can’t have the same thing first for some people. Some people like that and it’s fun. Well, yes, obviously it’s not for everybody, but. Right. So we’ve talked a lot about the past and the present. Let’s talk about some future things. What are some future goals you have for your business?

Lauren Stallings: [00:08:00] I just actually achieved one of them. Um, I did, so I have been in business full time since February. That’s exciting. So I know I’ve got two more months to make it. Actually one one and a half more months to make it to a full 12. Um, but I needed I wanted to have 50 clients for the first year, and I actually just surpassed that. And in one week when I needed six more clients, I actually went to 52 clients. Wow. So that’s that’s amazing.

Austyn Guest: [00:08:29] That is amazing.

Lauren Stallings: [00:08:30] Like, I was like, okay, the universe is looking out for me right now.

Austyn Guest: [00:08:34] The universe is on your side.

Lauren Stallings: [00:08:35] So just growing that and meeting that, that future goal and being able to really kind of get other people on board with me. That and here’s something about hiring people. Whenever you go to run a business, if your intent is to hire somebody and expand your business, then they should be making you money. You shouldn’t be worried about spending money. And that’s the one thing that I learned in an entrepreneurial class recently, because I’m still in school ten years. I always like to learn. Um, but for me, it’s going to be able to bring people on and trust in myself and in what they do. Um, that they can bring to my business as long as we align in values and stuff. And yeah, my business is going to continue to grow. So yeah.

Austyn Guest: [00:09:15] That’s wonderful. Okay, so on to those deep questions we were talking about. So you might have to think about it for a minute and take your time. If you had the attention of the world for five minutes, everyone was listening to what you were saying, paying attention to you, all eyes on you. What would you say to them? Um.

Lauren Stallings: [00:09:34] Stop comparing yourself to other people and you’ll stop bullying others. I’m a really big so I coach. I told you guys this before the show.

Austyn Guest: [00:09:42] You did?

Lauren Stallings: [00:09:43] Um, and I 100% love it. Cross country literally lasts for nine months. And then we have track and field for another two months. So out of all of the entire year, I have one month without any kind of sport. Yeah, but that’s something that I try to instill in a lot of the kids that I coach. Um, and the kids that I talk to, my, my son’s kids. And it’s those because even as adults, you still you still struggle with that. Yeah.

Austyn Guest: [00:10:07] And it’s it definitely carries on.

Lauren Stallings: [00:10:09] It does. And it’s hard to break the older that you get, the more money that you spend on therapy to know that firsthand. So when you have when you have really good parents that want to start you out and, and give you that, that passion and see if you really like something that that helps kind of squelch the she taking pictures of us.

Layla Dierdorff: [00:10:28] She was. Yes. She is.

Lauren Stallings: [00:10:31] Um, they.

Austyn Guest: [00:10:31] Do that periodically.

Lauren Stallings: [00:10:32] Got it. Um, but it allows you if in those five minutes just stop comparing yourself to other people and it stops the bullying, because that’s when you stop looking at somebody and the jealousy stops and the hatred stops. Yeah, it’s it’s a vicious cycle.

Austyn Guest: [00:10:46] But yeah, it’s a hard one to break.

Lauren Stallings: [00:10:49] And I know both of you are probably at school. So you’ve heard enough of it. Yeah.

Austyn Guest: [00:10:53] Yeah. Heard it a good bit. Yeah.

Lauren Stallings: [00:10:55] The one thing I think I would do though, if I had the five minutes. So I would have everybody close their eyes. And I’ve done this with a couple of my kids before, close their eyes, be far enough apart. And then I’d ask one question, who in here has ever been bullied by somebody in your life? That means family, friends, coworkers, school colleagues, anything along those lines with your eyes shut, raise your hand. Every single time I’ve done that, 80% of the room has their hand raised. Now I’ve got both of you thinking.

Austyn Guest: [00:11:26] Turn the tables real quick. That. Wow. Okay.

Lauren Stallings: [00:11:32] How’s that for your deep question?

Layla Dierdorff: [00:11:34] That was good. That was very good answer.

Austyn Guest: [00:11:37] We got a lot of different answers to that question. That was a very good one. Okay, so the second question, if you woke up tomorrow without your business like it was just gone, what would be your first steps to recovery or would you even try to as if it never existed.

Lauren Stallings: [00:11:51] As if it never existed? Yeah.

Austyn Guest: [00:11:55] Um, kind of like Groundhog Day or something.

Lauren Stallings: [00:12:01] Okay. Didn’t expect Groundhog Day on that one. Um, as if it never existed. I would find what my passion is because if it wasn’t this, then it wouldn’t exist. So. But what does excite me? What makes me want to get up and go to work? What makes me want to bring the money in and make a six figure month? Um, and if it’s not this, then it’s something else. I’m a creative person, so if I did wake up tomorrow, it would have to be something in the creative world. I’ve done corporate. I’ve. We’re done. Yeah. Done. The insurance world. I’ve done public safety. I got the check marks and all of the clothes still. Yeah, um, probably should organize my own closet, but, like.

Austyn Guest: [00:12:40] Like, it’s ironic that you organize other people’s, but yours may not.

Lauren Stallings: [00:12:43] Be. I have to hire people for that. Because if I’m doing your house, I don’t want to go home and do mine.

Layla Dierdorff: [00:12:48] Fair enough.

Lauren Stallings: [00:12:49] So, yeah, it would have to be something in the creative services, but I know exactly where to start now, so it wouldn’t be as hard.

Austyn Guest: [00:12:54] That would definitely be helpful. Okay, so we just asked two deep questions that you have to think about. We’re going to do some quick this or that now so that you don’t got to think, just answer as fast as you can. All right. So here we go. Cats are dogs.

Layla Dierdorff: [00:13:09] Dogs Spider-Man.

Austyn Guest: [00:13:10] Or Batman. Spider-man books or movies are both.

Lauren Stallings: [00:13:15] I can’t do this or that on that one.

Austyn Guest: [00:13:18] Um, waffle or curly fries?

Lauren Stallings: [00:13:19] Curly fries?

Austyn Guest: [00:13:21] Uh, mountains or the beach?

Lauren Stallings: [00:13:22] Beach?

Layla Dierdorff: [00:13:25] All the.

Austyn Guest: [00:13:25] Yeah, I saw that when you walked in. Sweet or salty? Salty chocolate or fruity candy? Fruity cake or pie?

Lauren Stallings: [00:13:33] Say that one more time.

Austyn Guest: [00:13:34] Cake or pie?

Layla Dierdorff: [00:13:35] Oh.

Lauren Stallings: [00:13:35] I thought you said Pinkie Pie.

Layla Dierdorff: [00:13:37] Um.

Austyn Guest: [00:13:38] Kaylee, a question. Um. Lower high rise jeans.

Layla Dierdorff: [00:13:43] I’m a millennial. Low rise.

Austyn Guest: [00:13:47] They’re coming back. They are comedy or horror?

Layla Dierdorff: [00:13:50] Comedy all the way.

Lauren Stallings: [00:13:52] All the way. Yeah. We don’t we don’t do our days with horror.

Layla Dierdorff: [00:13:55] No, like a horror.

Austyn Guest: [00:13:56] Comedy is always a good combo in movies.

Lauren Stallings: [00:13:58] Anything but done in the 80s. You’ve got it.

Layla Dierdorff: [00:14:01] Yeah.

Austyn Guest: [00:14:03] Okay. Well obviously that was a good this or that round. Thank you Lauren so much for hanging out with us today. We really appreciate it. Uh, can you tell can you tell everyone how they can get in touch with you and check out what you’re doing? Absolutely.

Lauren Stallings: [00:14:17] So my biggest form of communication currently is either through my website, which is BME home llc.com, or on my Facebook or social media pages, which you can find us at the BME home.

Austyn Guest: [00:14:29] All right. Very very nice. Fantastic. We enjoyed our time with you today. And we know that our audience will get so much out of here in your story. Thanks for listening and we’ll see you in the next one.

Layla Dierdorff: [00:14:38] Thanks so much.

 

Tagged With: BME Home LLC

BRX Pro Tip: The Annual System Checkup

December 19, 2023 by angishields

Don’t Forget the Nonprofits

December 19, 2023 by angishields

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Maia Samb with Puttogo Global, Fitness Trainer Sloan and Linda Vu with BDL Advisors

December 18, 2023 by angishields

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Chamber Spotlight
Maia Samb with Puttogo Global, Fitness Trainer Sloan and Linda Vu with BDL Advisors
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Chamber-Spotlight

In this episode of the Chamber Spotlight, host Lola Okunola interviews Maia Samb, with Puttogo Global Group, Sloan, owner of Get Fit with Sloan, and Linda Vu, with BDL Advisors. They share their experiences and insights on their respective fields, emphasizing the importance of community involvement and collaboration.

Maia-SambMaia Samb is the founder of the Puttogo Global Group, a real estate firm based in Dunwoody, GA under Keller Williams Atlanta Perimeter. Puttogo offers full-service, creative real estate solutions to clients in the metro-Atlanta area, while offering a global perspective when working with real estate clients from all over the world. The team services clients in English, French and Spanish.

Maia considers herself a multilingual global citizen having lived in 3 continents. Because of her background, Maia has a keen understanding of how to mitigate stress when it comes to relocation, and her clients greatly benefit from her unique global perspective in real estate.

Maia has 15 years’ experience in corporate marketing and communications, a Master’s in Strategic Public Relations and two undergraduate degrees. Before launching Puttogo Global Group in 2021, she was a top producing single agent in the North Metro Atlanta office, under Keller Williams Atlanta Perimeter.

Maia moved from France to Atlanta in 2008, where she has lived ever since with her husband and her two daughters. When she is not working, you will find Maia reading, traveling or enjoying exotic food somewhere around the globe.

Connect with Maia on LinkedIn and Facebook.

SloanSloan’s journey from a promising football career to becoming a renowned personal fitness trainer is both inspiring and indicative of his resilience. His background in sports, coupled with his academic achievements, particularly a Bachelor of Science degree with a minor in applied nutrition from the University of Oklahoma, showcases his dedication to both physical fitness and a holistic approach to well-being.

Despite facing setbacks due to injuries that curtailed his professional football aspirations, Sloan’s story takes a positive turn through extensive rehabilitation and the support of his physical therapist. This experience likely fueled his passion for helping others on their fitness journeys.

In 1997, Sloan took a significant step by obtaining his fitness instruction certificate from the School of Fitness and Nutrition, signaling the beginning of his career as a personal fitness trainer. Over the years, he has established himself as one of Atlanta’s top trainers, earning a solid reputation for his expertise and commitment to his clients’ success.

Sloan’s professional achievements include being the exclusive trainer for the 11Alive Wellstar weight loss challenge from 2011 to 2013 and for the Northside Weight Smart challenge. His involvement as the trainer for all 12 contestants on the Personal Weight Loss Journey further highlights his effectiveness and dedication to making a positive impact on the lives of those he works with.

Sloan’s journey reflects not only his personal resilience, but also his ability to channel his passion into a fulfilling and successful career. His story serves as an inspiration for individuals seeking transformation in their fitness and well-being, demonstrating that setbacks can lead to new and rewarding paths.

linda-vu-website-238x300.pngLinda Vu joined BDL Advisors in 2020 with over 20 years of experience in the financial industry, including more than a decade of Field Supervision, where she ensured that financial advisors stay compliant and act in their clients’ best interests.

Linda’s passion for trustworthy financial planning ultimately showed her that she has a calling to work with clients directly. Linda will be serving clients in the greater Atlanta area and managing our Dunwoody location. Linda is a CERTIFIED FINANCIAL PLANNER™.

Connect with Linda on LinkedIn.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX studios in Sandy Springs, Georgia. It’s time for Chamber Spotlight, brought to you by Southern Live Oak Wellness, providing quality mental health treatment to a population in dire need of being treated as equal. For more information, go to Southern Live Oak wellness.com. Now here’s your host.

Lola Okunola: [00:00:42] Welcome, everyone, to another enlightening episode of the Chamber Spotlight podcast, proudly sponsored by Southern Life Oak Wellness. I’m your host, Lola Okunola, and today we have an incredible line up of guests representing real estate, fitness and financial planning. A big thank you to Southern Live Oak Wellness for supporting our community. Now let’s dive into today’s conversation. Our first guest today is Maia Samb, founder of Puttogo Real Estate. It’s a pleasure to have you on the show today.

Maia Samb: [00:01:22] It’s a pleasure to be here, Lola.

Lola Okunola: [00:01:24] Thank you. So, Maia, real estate is well regarded in our community, particularly in the perimeter area and especially right now. There’s so much buzz going on about real estate, to.

Maia Samb: [00:01:37] Say the least.

Lola Okunola: [00:01:38] Tell us, tell us some exciting things that are happening in real estate.

Maia Samb: [00:01:42] Yes, I am excited to be here and talk about it because I am number one, very passionate about real estate. And obviously we’ve all seen the headlines. They’re everywhere. Oh, market is tough. Market is challenging. Interest rates are too high. Well I want everybody to calm down because at the same goes like real estate is really stable. It’s one of those things that as human beings, we cannot yet manufacture until we find a way to occupy Mars. It is not expendable. So it is one of the best ways for people to build generational wealth and just be comfortable. Finding a place to call home is really important. So the market is interesting to say the least, because of obviously recent events in the global economic market, interest rates higher than the last three years. And yet historically, they’re actually below what we will say the average interest rates for the last 50 years. Right now, they’re right at 7%. So we do have a seller’s market still despite what buyers may think. And it is creating some very interesting dynamics between buyers and sellers right now.

Lola Okunola: [00:03:00] Yeah, I know I’ve been reading a lot about it. I think the interest rates dropped slightly. And so everyone’s running to refinance again.

Maia Samb: [00:03:09] Well, I wouldn’t say that the people who bought over the last three years or refinanced over the last three years are going to refinance out of 2 or 3% rates. Those rates are too good to be true right now. If I saw anybody offering that much, I would run and buy every piece of real estate I could buy. However, the buyers that were on the fence that were waiting for the rates to calm down a little bit are a little more enthusiastic now because the cost of ownership has gone down as the rates have stabilized a little bit and went under 7%. So that’s a good news for anybody who has been in the on the fence, I agree.

Lola Okunola: [00:03:48] So let’s dive quickly into what Parago does. What is your specialty? I know you do real estate in a different kind of way.

Maia Samb: [00:03:56] Yes I do. So I would like to say that, um, our actual full name is Parago Global Group. Okay. We want to make sure that people know we are the local experts with a global reach. And what that means. Obviously, you can hear my accent. I am not from here. I tend to joke that I am from the south, south, south, which is Africa, born and raised in West Africa, uh, grew up in France, where I studied until undergrad, moved here in 2008. The rest is history. Um, and really, one of the biggest things in my life has been moving around all the time. And every time that you move, it is brutal. Uh, moving is brutal, even when you are a local resident of an area, let alone when you come from another country. So I try to help the expatriates that are, um, calling Atlanta now home to feel like home and people who are moving out of Atlanta to not feel overwhelmed. Now, that doesn’t say that I’m our team doesn’t serve local because we really do understand the stressors that are involved with purchasing and moving from a home to another one. So we try to make the whole the whole experience stress free and give a very concierge service to people. And we operate under Keller Williams. I will have to say, okay. Yes.

Lola Okunola: [00:05:14] That’s great. That sounds fantastic. All right. Now joining us is Sloan, fitness consultant and owner of Get Fit with Sloan. Welcome to the show, Sloan.

Sloan: [00:05:28] Hey, thank you for having me. It’s a it’s a pleasure being here with you guys.

Lola Okunola: [00:05:32] So Sloan plays a crucial role in our overall well-being, right? Physically. And. You know, nutritionally. Tell us about your background, about your business. Any anything special that you want our listeners to hear about? Well, my background started.

Sloan: [00:05:50] I started off as a kid that was basically hyperactive, so to speak, and then my mom decided to put me in sports to calm me down. And from there I started playing football, running track, and then I specialized in football. And then I went on from there to, uh, play at the University of Oklahoma. And then I went from there to out with the Arizona Cardinals at the time. Uh, they call them Phenix now, but it was Arizona in the beginning, in the, in the early 80s. Stayed out there for about four years and, uh, didn’t make a full roster. But I did have an experience in, in athletics at that high level. And from there, due to a lot of injuries, uh, the guy that I was working with doing my rehab, he introduced me into really basically talked me into doing personal training because I was in the corporate. I was going to go into corporate world once my football career died out, but I didn’t really like that as much. So once I got into that, I went back to school reeducated myself in nutrition. A lot of mental work too, because it works in three phases your body, soul, you know, in your mind because a lot of times most people that have issues with their physical body is more mental, because sometimes what you feel on the inside shows up on the outside. And so I had to learn those dynamics. And working especially with, um, older people, uh, women, men, different stresses in life causes you to react differently. Some people eat more emotionally, some people work out excessively then they cause injuries. So you have to give yourself a complete balance. And when you’re working with yourself. And so all I am to do, I’m just a person that makes a person accountable. So that’s pretty much what I do.

Lola Okunola: [00:07:33] Hi. It sounds like your training approach is definitely different. Um, so tell us, like where are you located? Who is your target market? Like who who do you who is your like clientele?

Sloan: [00:07:46] Everyone okay. Everyone is my clientele. But the ideal client is someone who really wants to make a change from a health point of view. More so than esthetically. Because esthetics will come if you do the right thing. I tell people every day, if you you can eat the same diet, but if you cut it in half, you would actually lose the weight accidentally. But then when you want to go into the real truly at stake, that’s when you have to make your diet a little bit more detailed, count your macros and those kind of things. That’s where my expertise come in. But just everyday staying walking, staying active because I always tell people all the time working out is half of it, but the whole gist of it is 60% of it. You got to get moving. Yeah. And so what I do with a lot of individuals, I base a lot of things on functional training and what I mean by functional training, bending over, reaching over those things. Most people always hurt themselves, especially women trying to grab their purse. Men try to lift too heavy. They don’t use their legs. So each each group has their own drawbacks. And so, believe it or not, now you have this new trend out with all the dietary drugs people are using. Yeah, those things do work.

Sloan: [00:09:01] And it has put a lot of guys in my business out of business. Wow. Because what happened is because a person said, I’m taking these particular drugs, I don’t need to work out. I don’t need a trainer. But what they fail to realize over time, your body eats itself and uses up all your muscle. And so if you’re not. So what I’ve done with clients, they come in and say, so what do you think about me taking this particular drug? I say, sure, let’s do it. And I said, now this is what you need to do. Outside of that, they say, what do you mean? I said, you normally you need to learn how to eat, right? Do the proper thing, increase your protein intake, because that’s when you start losing a lot of muscle. And they say, I never thought of that because I have a friend. She takes this stuff and she’s very thin, but she’s not firm. I said, so this is what you need to do. Bring her over. So she comes over. Then she starts getting the muscle and then she starts looking better. And basically a person that I like to work with, or someone who’s willing to be open about different trends and not all the new fads. Um, that’s the ideal client.

Lola Okunola: [00:10:09] Yeah. Wow. Well, thank you. Thank you for sharing that. Thanks a lot. Uh, all right, now we are moving on to our next guest, Linda Vu, uh, financial advisor with BDL advisors here locally in perimeter area in Dunwoody. Um, tell us, Linda, tell us about BDL advisors. What you do. It’s nice to have you.

Linda Vu: [00:10:37] Thank you. Thank you for having me. Well.

Linda Vu: [00:10:40] Bdo advisors were a group of financial advisors. We we basically do holistic financial planning and also money management. And our clients are mostly business owners, retirees and also professionals. And so, um, as far as independent financial planning or holistic financial planning, we actually help our clients, um, with their various life events. It’s not about selling a product and walking away, but it’s about guiding and helping, helping our clients through their life and also helping their beneficiaries. And then to clarify on the independent side, what, um, you know, we don’t sell proprietary products. So, um, our models are based upon the client’s risk tolerance, time horizon and financial goals. So it’s based upon what makes sense for that particular client.

Lola Okunola: [00:11:33] Okay, that sounds great. So tell me who I mean. Financial planning. It sounds like something everybody needs to be doing, but I’m not sure that you work with everyone. What is your niche market like? Who who is your target? Do you do you have a minimum amount that someone has to come in before you start working with them? You know, what’s the criteria for you?

Linda Vu: [00:11:56] You know, our niche are really you know, most of our clients are business owners, okay? They’re mostly business owners, retirees and, um, professionals. And we don’t really have, you know, a specific amount. But we’re looking for someone who really wants leadership, who wants someone to help them with creating a strategy, and who’s going to take it serious and, and wants us to manage their assets.

Lola Okunola: [00:12:22] Okay. Wow. Well, that that sounds great. What are the, um, are there any, like, special. Programs or special areas that you? Is it real estate? Is it like particular investments? You know, education, college funds, any you know, are all of these part of what you help people with?

Linda Vu: [00:12:47] Yes. So we help our clients through various life events. And so what that basically means is, you know, a client might come to me and say, Linda, I’m about to get married. Okay. You know, help me make the good decisions on this. Or a client might be, you know, selling a business or purchasing a business or about to retire. So those are various life events or welcoming a newborn child, right. So we don’t have a specific, specific promotion or anything. But when we do holistic financial planning, we do put into consideration the client’s specific needs. And we help and we guide them that way.

Lola Okunola: [00:13:22] Okay. That’s great. Thank you for sharing that. Now, while, um, all of you are in different industries, one thing is common amongst all of you life changing events and life in general. You know, that’s what we all have in common, Sloan. Your life, your health. Maya, are you moving? Are you staying? What are you doing? You’re involved. And, Linda, like you said, divorce, marriage, college. So that’s great to see that even though we’re in a in you’re in different industries. You have this one thing in common. And since this is a chamber podcast and we’re all about community, can does anyone have anything to share about any special things that you’re doing in this community?

Maia Samb: [00:14:07] Um. I’ll start. Well, I, um, I’m in the class of leadership perimeter 2024, which has been, uh, yes, it is a big deal. It’s a big deal. It’s a big deal because I did want to entrench myself more in the community. Um, my background has been in marketing. I did 15 years of marketing before I switched to real estate, and I overmarketed the fact that our team works with expatriates to the point that people don’t realize how much of a local service providers we are. So I decided that I was going to be embedded more in the community, and I needed to do my part, quite frankly, in giving back, um, and understanding how government works at the local level, um, how different cities in the perimeter can collaborate, how I can make this area vibrant and, um, welcoming. Um, uh, one of the things like, you know, coming from Africa than Europe to here that was really shocking for me was like, how self-segregated it can be, especially in the South, it is self-segregated not even something maybe institutionalized too, but also self. Um, it’s it’s self inflicted a lot and I do not like that at all. And I think I’m going to play my part. I know I’m going to play my part in making that a more level playing field.

Maia Samb: [00:15:29] I do service quite a high, you know, high level of mass affluent people. And every time that, um, I close those transactions, it’s exciting. Yes, but it doesn’t get me going. Right. It is a much more exciting, uh, thing to do when I can help somebody who thought that they will never achieve it. And there is a banker in this, uh, Chamber of Commerce, I think a member with Ameris Bank. They offer some programs that people don’t know about that actually equalize the level, the level, the playing field for those people offer grants and people don’t know about it. And I’m really passionate about that. Every time I meet somebody like Linda who can, you know, I know as a financial advisor, you probably have to do some pro bono work also to maintain your certification. Or I see somebody who’s like, you know, health care bills are preventing them from from being, um, you know, achieving home ownership, people like that. If I can lean on the resources you have to help them get home ownership and build wealth and achieve the American dream, that’s all I’m about, really, quite frankly. So I think having this platform where we can talk, exchange expertise, see how we can help each other, help the community is one of the best thing we can do.

Lola Okunola: [00:16:51] I agree. And that actually brings me to my next topic or next question is, you know, even if we can’t talk about how we can all collaborate here at this table, I want us to be thinking about that. Right? Right. How can I who can I connect to? Linda, who needs a personal trainer, who needs real estate, who needs financial planning? You know, we should always be thinking about that because we can’t do everything, but we all have access to people, right? Right, right. And that’s what business is about. That’s what community is about. That’s what the chamber is about. So unless anyone else has anything to share about what they’re doing in the community, do you? Sloan?

Sloan: [00:17:35] Yes, I do. What I do, I work with a group of kids over at Holy Innocents in the area. Fantastic. How it all started. Started about ten years ago, where I had a couple of kids that were getting bullied. Oh, my. Actually, a young man that was over at the Mount Vernon private school. Over here, down the street from here. Okay. And, uh, what happened? Because I boxed when I was a kid, when I was about 12 years old. So I boxed up into college. And so I started teaching boxing classes. And the number one rule I had with the young men, I would talk girls to actually, believe it or not, I had some young ladies come in and start learning how to box. I said, it’s not for you to go in, uh, rough someone up, right? It’s to let you know that he who controls the power controls how it should be implemented. That’s always been my stance. Just because you know how to box, you can throw a nice punch, does not mean that you have to go and start an incident. So you have to keep. It’s basically was there to teach a lot of discipline. And so now I find more and more little kids coming through doing that, and then the influence is even greater. I shared with the parent, I said, do you realize it does not matter how much money you give me to do this? You give me me your most precious thing that is your child, to spend that time with me. So I always have to honor that.

Lola Okunola: [00:18:57] Yeah, that’s a great, great gift. I mean, for self-defense, for discipline, like you said. And even, I mean confidence, confidence, confidence, right? Yeah. Yeah. Self-confidence.

Sloan: [00:19:09] Because you see a lot of that now, you know, they call it cyberbullying and yeah, physical bullying and kids getting picked on because of their, their, their their race, their, their religion. And, and I get a lot of these kids that come to see me. And so I said let that go. I use other words, but I won’t do that on this podcast.

Lola Okunola: [00:19:28] But that’s good to know, because I’m sure a lot of our listeners have children or relatives that, you know, need to hear that, right? I mean, a lot of people are going through a lot of people go through a lot of stuff, and they don’t have anyone.

Sloan: [00:19:41] They don’t have an outlet. So I’m basically the the go between. And like I tell the parent, I say. Let me talk to him. You know, like they say, people will always lie to their therapist, but they tell their lawyers the truth.

Lola Okunola: [00:19:59] Or people they don’t know. Right. Like, have you ever been on the plane and someone tells you everything about their lives, and then the plane lands and they’re like, okay, goodbye. You’re like, wow.

Speaker6: [00:20:08] Uh, yeah. But anyway, so another subject. Yeah.

Lola Okunola: [00:20:13] But I mean, it’s true. People feel more comfortable talking to their therapist or someone that they just don’t know about things. So it’s good that you’re available.

Speaker6: [00:20:21] To do that. I do my.

Sloan: [00:20:22] Best. Yeah.

Lola Okunola: [00:20:23] That’s great. Linda, do you have any anything special, anything that you guys are doing at BDL advisors?

Linda Vu: [00:20:31] I know for us, we do collaborate with real estate agents, with attorneys and CPAs, and we work with them, work very closely with them. We’re a direct resource for them. And also, not only that, but we’re part of the team to help our clients. So being part of the Sandy Springs perimeter chamber has been nice, because I’ve been able to meet a lot of attorneys and CPAs and bankers and real estate agents. So I do appreciate being part of the being part of Sandy Springs Chamber.

Lola Okunola: [00:20:58] We love having you. I forgot to mention that Linda Vu is actually an ambassador of the chamber. Thank you. We really appreciate you being our ambassador. Thank you, thank you, thank you. Well, that concludes another episode of the Chamber Spotlight Podcast, sponsored by Southern Live Oak Wellness. A big thank you to our guest, Maya, Sam Sloan and Linda Vu. Thank you for joining us today. And to our listeners, thank you for tuning in. Don’t forget to subscribe for more engaging conversations and the and with the community leaders. Until next time, stay well.

Speaker7: [00:21:39] Securities and investment advisory services offered through Mosaic Wealth, Inc. member Finra, SIPC. Mosaic wealth, Inc. is a separately owned in other entities and or marketing names. Products or services referenced here are independent of Mosaic Wealth, Inc.. Bdl advisors is not affiliated with Mosaic Wealth, Inc. or registered as a broker dealer or investment advisor. Insurance services offered through BDL advisors.

 

Mark Griffith with Higher Logic

December 18, 2023 by angishields

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Sandy Springs Business Radio
Mark Griffith with Higher Logic
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In this episode of Sandy Springs Business Radio, Lee Kantor and Rachel Simon talk with Mark Griffith, the Vice President of Marketing at Higher Logic. They discuss how Higher Logic, a B2B SaaS company, helps associations engage their members through daily value delivery, community building, and effective onboarding.

The use of AI and automation in association management is also discussed, with Higher Logic investing in AI tools for content generation and marketing communication. The conversation also touches on the importance of first impressions, member retention, and the challenges of organizing in-person events.

Mark-GriffithMark Griffith is the Vice President of Marketing at Higher Logic. A veteran marketing leader, Mark works with Higher Logic leadership to oversee the marketing team’s activity as it relates to driving lead and pipeline generation for sales.

His expertise also lends itself to serve as a mentor and coach for other marketers that may be in the beginning or middles stages of their careers.

Prior to joining Higher Logic in 2021, Mark led product teams and initiatives mostly in the online B2C space for organizations such as CNN, Turner Sports, and Equifax.

Outside of work, Mark is involved with the Children’s Tumor Foundation, an organization dedicated to driving research, expanding knowledge, and advancing care for those living with the genetic neurological disorder Neurofibromatosis.

Mark earned his undergraduate degree from Bucknell University and his MBA from Duke University. He is married to his wife Kathryn who teaches at Spalding Drive Elementary. They are parents to two children – Reece who is a freshman at North Springs Charter Higher School and Shea who is a senior at Mount Vernon School.

Connect with Mark on LinkedIn.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX studios in Sandy Springs, Georgia. It’s time for Sandy Springs Business Radio. Now, here’s your host.

Lee Kantor: [00:00:24] Lee Kantor here with Rachel Simon, another episode of Sandy Springs Business Radio, and this is going to be a good one. But before we get started, it’s important to recognize our sponsor. Connect the dots. Connect the dots. Digital is the place to go when you’re ready to leverage LinkedIn to meet your business goals, go to Connect the Dots Digital to learn more. Rachel, this is going to be a great show. Who do we have today?

Rachel Simon: [00:00:49] Hey Lee, so good to be back here. I’m really excited to welcome Mark Griffith from Higher Logic. He is the vice President of marketing and we’re going to have an awesome conversation. Hi Mark, how are you today?

Mark Griffith: [00:01:02] Hey Rachel, how are you doing?

Rachel Simon: [00:01:04] Great. Can’t believe the holidays are upon us. You know, Mark, thank you so much for taking the time to join us today. Why don’t you tell us a little bit about you and higher logic?

Mark Griffith: [00:01:14] Sure. So I am the vice president of marketing at Higher Logic. As you mentioned, higher logic is a really unique B2B SaaS company is that we are really purpose driven in a lot of what we do to help, specifically associations. That’s how the company was founded 17 years ago. And the idea is about how can we help associations engage their members.

Rachel Simon: [00:01:39] So that’s so interesting because as I’ve learned over the last couple of years, there’s an association for everything, including an association of associations.

Mark Griffith: [00:01:49] Absolutely. And in fact, the association of associations here in the US, the American Society of Association Executives is probably our biggest partner.

Rachel Simon: [00:01:57] Oh, so interesting. So talk a little bit about sort of why associations need to kind of really have this opportunity to connect with their members and how your how your company helps make that happen.

Mark Griffith: [00:02:11] Sure. So like a lot of companies out there, associations are not unique in that they have to deliver value on a day to day basis. A lot of their revenue is based on dues, and those dues are due annually or monthly. If you’re not delivering value, there’s an easy decision for somebody to make to say, I can cut this expense, I can cut this subscription, I don’t need it anymore. I’m not getting my value. So the idea between what higher logic is, is we really try to help associations derive value on a daily basis, whether that be through, how can somebody in an association member advance their career? How can we provide resources for those members to what are events that are coming up that a member can learn from really understanding their member benefits? That’s why it’s so important.

Rachel Simon: [00:02:58] Yeah, I spent some time on the Higher Logic website, and one of the things that jumped out at me was community. So it seems like building community is a real value proposition for the company. You know, what is the how is that unique and different when it comes to associations like the need to build community or the value of building that community?

Mark Griffith: [00:03:20] Sure. And yeah, there’s a lot of great resources on that higher logic. Com website about, you know, what is the path to renewal and how do you engage members and drive members through, almost like an engagement ladder from when they first come in to being a consumer of information, to then start giving back and be a provider of information. A really great example of that is when you come in, do you have a good onboarding process to really understand what your member benefits are? How do you learn about all the great content that’s within that community? Um, how do I learn about people that may be able to help me in career advancement? Become a mentor? How do I learn about volunteer opportunities and then being able to give back, as you, you know, go up that engagement ladder to be possibly becoming a mentor yourself or even contributing into that dialog and that conversation that occurs within the community.

Rachel Simon: [00:04:17] So for associations that are utilizing the platform, like what are some of the tools internally that they get to leverage, are there like. Is it like a slack channel or like how how do how do members communicate with each other to build those connections?

Mark Griffith: [00:04:34] So probably the easiest way is through discussion posts. Um, you see a conversation that’s that’s going on within the community. How can I, you know, engage within that conversation. But, you know, our our platform also has libraries where documents can be, you know, you know, posted and learned about, you know, topics that are really important within that association. Uh, gamification and badges. The more you participate, the more you, you know, the more badges that you can earn. Uh, maybe your, um, your level of contribution increases as you do those things. Um, and there’s other things as well. I mean, we have job boards where, you know, jobs can be posted within that industry that somebody within, you know, that association or that industry may be interested in. Um, so there’s all sorts of ways to, to do that.

Rachel Simon: [00:05:21] So interesting.

Lee Kantor: [00:05:22] Now, um, can you share some maybe advice for the member, like you’re a member of an association? A lot of people, especially in business, they think I got to join all these associations, but some of them think I just pay and then, oh, I’m a member, I’ll get business from that or that’s going to benefit me. How how would you, um, um, advise a member to get the most value out of their association?

Mark Griffith: [00:05:47] Well, I think it really starts with the association having a really solid onboarding process when a new member joins, um, somebody that can help walk through what those member benefits are and understanding how the different, um, engagement opportunities within that community platform exist. Um, so if it starts, if that’s done really well, um, at that point, then the member can start finding what are the areas of this community that are really relevant and important for them, right?

Lee Kantor: [00:06:15] Because you keep talking about the word engagement. And engagement means different things to different people. Some people, some members think I joined, so I’m engaged. Uh, the, the community leader or the association might think engage means they’re volunteering. They’re taking leadership roles, they’re mentoring, they’re being an ambassador for the association. How do you kind of help that process kind of go smoothly so that the member feels like, okay, this is a place I want to be part of, and this is a place that I want to invest my time and energy into helping everybody in the group.

Mark Griffith: [00:06:53] So part of that is measuring and monitoring what that level of engagement is. So somebody that’s relatively new to the organization or new to the association probably can’t expect them to do all those things that you just mentioned. But are they participating in conversations or they’re adding comments? Are they coming back to the community on a regular basis?

Lee Kantor: [00:07:13] And that’s where technology can help, right. Absolutely. And then what are some of the ways like are you leveraging AI? Like how are you kind of helping kind of, um, the member slowly get more and more involved.

Mark Griffith: [00:07:26] So AI is a really, really great topic right now. It’s obviously top of mind for probably every business that’s out there. Um, we’re no different. So our CEO, Rob Wenger has been doing community town halls. He’s been doing, um, presentations at various events that we have all focused on the concept of AI and automation and why it’s so relevant for associations to be. Open to these.

Lee Kantor: [00:07:52] Tools, right? Leaning into them a little, experimenting at the minimum. And, you.

Mark Griffith: [00:07:56] Know, I would imagine that if you saw our product roadmap today, you’d be like, yeah, these folks are really invested 100% on bringing these AI tools to market for the association market.

Rachel Simon: [00:08:06] Specifically, what are some of the, uh, the tools that are looking to kind of utilize in that space? Because, you know, I now we say it and I think we forget that it’s like a spectrum, right? We’re we’re kind of gotten really deep into the generative content AI, but there’s tons of tools that are technically AI that are right.

Lee Kantor: [00:08:26] You’re you’re Alexa, is AI correct? I mean, when you ask them what the weather is and Alexa responds, is artificial intelligence. So.

Mark Griffith: [00:08:35] A lot to come on that I would say the the lowest hanging fruit really is about content generation. Like how can you, you know, put a piece of content out there, seed it in multiple ways, whether it’s social, whether it’s email and really help out your content creators and creating this kind of engagement and these type of marketing tools quickly. Um, there’s more to come on this. We do have a whole suite of marketing communication tools. And how can you incorporate AI into that is probably some low hanging fruit. Um, we had a really interesting exercise company wide, uh, two months ago where we said small groups of people come together, spend X amount of hours on AI in the month of October, and then come together and give a three minute presentation on what you found. And we did it on Halloween, three hours. And it was from marketing to sales to finance to engineers. Everyone coming up with, hey, this is what I did and this is how I used it, and this is what I learned from it. Um, so that got at least everybody in the company saying, I’m going to invest my time and resources into understanding what this technology is and how I can apply it.

Lee Kantor: [00:09:38] So what were some of the the surprising takeaways?

Mark Griffith: [00:09:41] So one interesting one, at least on the marketing side, was. You can’t use necessarily AI for all things, for all purposes. There’s still a need for human interaction and empathy in astro writing and creating content. It definitely has its value. If you’re doing, you know, large scale items and you need thought starters or, hey, I need to get some way to get this idea started, but you just can’t replace verbatim a content writer that knows that business, that knows that customer and that can empathize.

Rachel Simon: [00:10:15] I would concur with that. As I see on LinkedIn, too often, people using AI just to write comments, you can spot them like from a mile away, right?

Lee Kantor: [00:10:26] It’s a blunt instrument. It’s.

Rachel Simon: [00:10:28] Yes, exactly. I actually really like to use it to generate subjects for my email newsletter, so I’ll ask it to give me ten ideas, like ten email subject lines, and then they’re usually boring. And then I say, you know, right.

Lee Kantor: [00:10:44] It’s a first draft or them fun.

Rachel Simon: [00:10:45] Starter or the last one. I was like, give it a holiday theme. And they come. It comes up with some pretty good stuff.

Mark Griffith: [00:10:52] Yeah I agree, um, we have a massive customer conference every year and we were all like heads down writing topic discussions and session descriptions. And I found it really helpful for that. Again, not verbatim, but okay. Yeah, this this makes sense. And I can change this to make it more association specific. But it really helped. It saved a ton of time.

Rachel Simon: [00:11:13] Yeah. It’s interesting how you the skill is in the prompting, um, and understanding what its function and purpose is as opposed to just using it as the end product. Yeah.

Mark Griffith: [00:11:25] It’s like that old adage, right? Like the more you put into it, the better you’re going to get out of it. Exactly.

Lee Kantor: [00:11:29] Well, it’s getting smarter based on all the stuff you’re putting into it, rather than starting fresh each time.

Rachel Simon: [00:11:36] That that too. Yeah, I think it’s great. Also to like generate outlines is so helpful for, you know, especially if you have to write a long piece of content. Just give me a starting roadmap of how I’m writing that content.

Lee Kantor: [00:11:49] Um, now, Mark, I higher logic. Is there a sweet spot for the type of associations you serve, or is it kind of industry agnostic?

Mark Griffith: [00:11:59] I. There are sweet spots and it tends to be around organization size. Um, you know, the greater the need, probably the more that our platform can help out. It’s not to say that we don’t have, you know, organizations on the low end of the spectrum and organizations on the high end.

Lee Kantor: [00:12:14] But so what size is ideal?

Mark Griffith: [00:12:17] You know, I would say, you know, 1 million to 10 million annual revenue is probably a pretty good spot for us.

Lee Kantor: [00:12:22] So it’s not members, the amount of members.

Mark Griffith: [00:12:25] Um, no, because you can have some organizations that have high amounts of revenue with really low staff.

Lee Kantor: [00:12:30] And then when you’re working with an organization, do they need to have a lot of kind of paid, um, association leadership as opposed to more volunteers? Like, is there a sweet spot in that regard?

Mark Griffith: [00:12:44] Not necessarily. No.

Lee Kantor: [00:12:46] So then the association could have a robust, invested, uh, volunteer kind of leadership that can benefit from utilizing your. That certainly.

Mark Griffith: [00:12:55] Helps. Right. Because we do have modules specifically based on volunteers. Um, but not necessarily every organization that we have as a customer utilizes that or has a need for it.

Lee Kantor: [00:13:06] Right?

Rachel Simon: [00:13:07] Yeah. It’s, um, it seems like. Well, probably it makes sense to have that community manager. Right. Who kind of is running is is point center for, for your members. But it seems like even beyond associations, like there’s so many membership organizations out there that are always just working so hard to engage people that, you know, these technology tools are just getting better and better to. Build this digital version of where we can meet in the real world.

Mark Griffith: [00:13:37] If you think about who our target persona is, it really is going to involve either the membership person in charge of membership or the person in charge of marketing. That tends to be the two biggest personas we have. We have other personas as well. Maybe it has an influence, but they’re not necessarily the target buyer.

Lee Kantor: [00:13:54] Now, are you finding that more and more organizations are looking at their clients kind of as members rather than clients, so that that just the concept of an association or an organization that has this common good, that kind of mentality is evolving into just regular businesses, like a retail store can look at their clients as kind of members, like an Rei looks at their clients as members where they’re not an association, but they may be trying to create that environment where the relationship is tighter.

Mark Griffith: [00:14:26] So higher. Logic does have a product that’s geared towards the B2B SaaS marketplace, and it’s called higher logic vanilla, um, that tends to be business for profit. You know, the stuff that I work on is really association based, right? And the events that we go to are association based.

Lee Kantor: [00:14:45] But is there anything that we can all learn from how an association treats its members that a retailer could treat its clients?

Mark Griffith: [00:14:53] So the the corollary that I like to make on this, because a lot of this was my background before coming to higher logic, is the online subscription business, right. Because the the decision that the consumer in an online subscription business, whether it’s Netflix or, you know, I worked at Turner Sports and ran their product organization there for a number of years, and we had a subscription based product. Are you adding value for somebody to then yearly re-up that subscription? Um, a member makes that same determination within an association. So I always thought that that B2C experience lend itself really well in empathizing and thinking about the same challenges that an association has with their members.

Lee Kantor: [00:15:34] So it’s kind of a mindset shift, right? You’re kind of looking at it in a slightly different way, your relationship with your your clients.

Mark Griffith: [00:15:41] Well, at least understanding what their pain points are, right? Yeah.

Rachel Simon: [00:15:45] Right. Because they don’t have to I don’t have to renew my Netflix subscription, right.

Lee Kantor: [00:15:49] Each month. They have to keep putting more content or whatever. The thing I’m, I want in order to.

Rachel Simon: [00:15:55] And even this year, like from with my business, I was a member of a couple or paid communities and I. Realize, like with one great community, great community leader. But I just wasn’t using it enough. So it’s not it doesn’t make sense to keep paying the annual fee where I can try something different and see if and it’s on me because I wasn’t using it, wasn’t anything about the community.

Mark Griffith: [00:16:21] And look like in 2023. Whether you’re a consumer, you’re a business. You’re all looking at costs like probably, you know, with more attention than in years past, right? So, you know, you have to deliver that value on a consistent basis.

Rachel Simon: [00:16:34] Yeah. And it seems like based on the way you’ve described the product from higher logic, if it can keep people coming back to the platform seeing the value, then they’re going to renew their membership when the membership comes up. Right. Whenever that, you know, whatever time of year that might be.

Mark Griffith: [00:16:51] We had this great content piece that our content marketing manager, Kelly Whalen, put together a series called Path to Renewal. And, you know, one of the key takeaways on that was, you know, members may be making that decision of when do I, you know, do I renew or do I not much earlier like the first impressions mean, you know, they know. What’s the expression about first impressions, right. Um.

Rachel Simon: [00:17:14] You only get one chance.

Mark Griffith: [00:17:15] You only get one chance to make a first impression. So if your first impression when you’re going through the onboarding process is I’m not going to use any of this stuff, you know, have you already lost that customer or that member.

Rachel Simon: [00:17:24] Yeah. That’s interesting.

Lee Kantor: [00:17:26] I just read a great book called, uh, Unreasonable Hospitality. I don’t know if either of you have heard of that. It’s, um, the guy who started, uh, 11 Madison Park. It’s a super high end restaurant in New York, and it’s how they’re always pushing that level of service and how they’re constantly thinking of new and better ways to serve that that patron. And I think that every business really has to invest time in that, or else you are going to kind of the status quo isn’t good enough for most consumers. They’re always kind, you know, their eyes are out there. They’re always experimenting with new things. You have to constantly be pushing that value line.

Rachel Simon: [00:18:05] Yeah, absolutely. And I think, um. While keeping kind of to the core of what you’re all about and who you are. Right.

Lee Kantor: [00:18:14] But there’s a real high level of benefit from the surprise and delight moments, these moments where you’ve like, wow, that I, you’re giving your your member or your client something to talk about and a reason to talk about you and and remind them of how great you are.

Rachel Simon: [00:18:33] We love surprise and delight.

Mark Griffith: [00:18:35] Absolutely.

Lee Kantor: [00:18:36] So do you as part of your platform, is this something that when you’re selling this in the association, are they do they already have a platform and they’re switching to yours, or is this the first time that they’re getting this kind of holistic kind of solution?

Mark Griffith: [00:18:51] It can be either in some cases, yes, we have competitors out there and they may have had, you know, the experience that maybe you just referenced that it wasn’t the greatest experience they make that, hey, are we getting ROI out of this? Is there a better solution? I don’t think there’s probably anybody better positioned than us, because we can put together that community, tie in the insights from that community, create really robust marketing campaigns from that, tie the data together in all one integrated platform. I don’t know anyone who can do that as well as we can. Um, so that’s, you know, a distinct advantage that we have. Um, but there are some that have just sort of put together a community on, you know, very, you know, sort of low budgets. And they’re ready to make that next move. Right.

Lee Kantor: [00:19:35] So then they are they’ve tried something kind of in a rudimentary level. And then yours is kind of just upping the value. They’re getting more uh.

Mark Griffith: [00:19:43] And they’re ready for that for that.

Rachel Simon: [00:19:45] Move. Let’s talk about because I’m curious about what you just mentioned, utilizing the insights and the data. So how does that help these associations, again, to continue to build those relationships and to, to Lee’s point, to build those surprise and delight moments like what is the data? How how are how are we leveraging that information, that data.

Mark Griffith: [00:20:08] So it’s all about sending the right message to the right person at the right time. So you’re just not blanketing, you know, generic messages out that, you know, appeals to 10% of your answer, but you’re sending out to 100%. So how can we take insights from the community discussions that people were involved in, things that they are engaged in, in the community and send a really targeted message through the marketing communications platform?

Rachel Simon: [00:20:29] So I’ve been I’ve been spending a lot of time on this discussion board on, you know, let’s say I’m a new in my career and I’m, you know, just starting things off. So I’m looking for a lot of mentorship. So I would be getting email communication that’s speaking to these issues, challenges, interests.

Mark Griffith: [00:20:50] So you can definitely take that sort of audience, um, engagement metrics that you have within that community and send those targeted, send those targeted messages.

Lee Kantor: [00:21:00] Very cool. Now you’ve mentioned onboarding several times. Is there some do’s and don’ts when it comes to onboarding that you can share?

Mark Griffith: [00:21:09] There’s definitely tips on how to do onboarding well. So somebody comes in make sure you’re sending them a welcome communication. Hey, welcome to our organization. Did you know that these are different things you can do within the community? Um, we always think that, you know, a webinar for new members would be something that would be very valuable. And one of the benefits of that is you can create cohorts within that organization. Hey, Rachel and I joined this association at the same time. We went through the same onboarding process or the same webinar together, same onboarding process together. Now Rachel and I are connected, and that is another way to help with with that engagement level.

Lee Kantor: [00:21:48] Now, is there a story you can share about maybe an organization that you started working with, that you were able to take them to a new level? You don’t have to name the name of the organization, but maybe share what their challenge was and how higher logic was able to kind of help them grow.

Mark Griffith: [00:22:04] There’s definitely those stories. Um, again, I don’t have the, you know, the specific names or organization names, but we do customer stories all the time, or we bring people in and say, you know, let’s do a case study on what your challenge was, how higher logic came together to to help address that. And those are great pieces of content to get the more of those kind of customer stories that we can tell and get that out there, then it’s not only great content for our website, but it’s also really good referral information to give to sales for, you know, prospective conversations that they’re having as well.

Lee Kantor: [00:22:34] Now, is that an exercise you think that association should be doing for themselves to get the members to share that type of information? Oh, it’s.

Mark Griffith: [00:22:41] A really great question. Um, you know, I always thought that that sort of that mentoring buddy, somebody that can sort of bring a new prospective member along would be a really great opportunity. Some organizations do this, um.

Lee Kantor: [00:22:54] So is like helping build a mentoring program if they’re not doing that or kind of a buddy program. Is that a best practice? Yes.

Mark Griffith: [00:23:03] And we have mentoring modules that exist within our platform.

Rachel Simon: [00:23:07] It seems like even just, you know, like you mentioned earlier, Gamifying like Gamifying the onboarding process, like, okay, here’s all the things you have to do and you’ve completed. You know, you everyone loves checking things off, right? Like, you’ve done this, you’ve created your profile, you’ve made your blah, blah, blah. You’ve watched the webinar like you get whatever number of points like making making it fun to go through the onboarding process as opposed to feeling like a drag.

Mark Griffith: [00:23:33] Yeah. And I would definitely recommend for anyone in the association space listening here wants to learn more about this stuff. Um, we have on higher, higher Logic comm, a series of path to renewal where we talk about onboarding, we talk about events, we talk about volunteers. Um, there’s four different, um, uh, editions of that that are out there that can be consumed today.

Rachel Simon: [00:23:54] What happens when these associations have their annual conferences? So we’re taking from these digital relationships, and then we’re meeting in the real world. Like is there anything that higher logic does to help sort of with that opportunity to meet and face to face.

Mark Griffith: [00:24:11] So there’s there’s two ways I can answer that question. One is events modules within the higher logic platform is a really key part for getting people to show up at an association’s event. Um, you mentioned the beginning of the conversation, these associations of associations, and there are quite a few of them, um, either at the national level or at the state level, and we try to get to some of the higher profile state level, um, conventions as well. Yeah.

Lee Kantor: [00:24:35] So when you’re, um, moving from digital to a real life, um, is there any best practices you can share? Is there something that you’ve seen, maybe from a tent, attending a conference that you were like, oh, that was a great idea.

Mark Griffith: [00:24:50] Um, you know, live in person events is, I think, still a challenge in 2023. I mean, I hear all, all the time people say, I just want to get back together again, get back in person. But, um, I’m not sure that when it really comes down to it, oh, I’ve got to get on the train. I’ve got to, you know, sit in traffic. I’ve got to get to this place. Um, can we get people to show up? I think for larger events, that’s it’s probably back. But on these micro events, that’s harder. And I don’t know if we’ve solved that problem yet.

Rachel Simon: [00:25:23] Yeah, I think the conferences are seems like conferences are kind of back to, uh, maybe not to quite where they were pre-pandemic times. But I’ve found even just anecdotally, that with some in-person events, like people are just waiting until the last minute to make a decision. And then to your point, oh, it’s raining. I don’t think I’m going to drive down there right at.

Lee Kantor: [00:25:45] The last second they bail. Yeah, that’s one of the challenges. But in the events that I’ve gone to lately, it seems like there’s a hunger of people once a human to human interaction again. Um, so hopefully it’s I would agree with that.

Rachel Simon: [00:25:58] Yeah. I think we’re going to I’m hoping we’re going to see it more and more and more, um, as we just get back into the swing of things. And also more people are, you know, more companies want their people back in offices. So that might kind of get people to be willing to get on the train or fight traffic to go downtown.

Mark Griffith: [00:26:19] Yeah. So maybe higher logic. We’re 100% remote. Yeah. We used to be based out of DC. That’s where we were formed. Um, but since 2000, 20, 20, um, you know, we’re remote. First, we don’t have an office to go to. Yeah. Um, so, you know, our situation is a little different, probably, um, you know, associations from what I’ve seen, some of them are two days, three days a week, um, in the office. But, like, we try to do something in DC, uh, last fall, um, and DC has got traffic issues, understandably. Um, but, you know, try to get folks to come from, you know, the Virginia suburbs into DC, um, for a 530 event challenge. That was a big ask.

Lee Kantor: [00:26:58] Yes. Now, um, if somebody wants to learn more about higher logic, what are kind of the ways they can ease into a relationship with your firm? Um, what type of content that’s out there for them to learn more about your offering and to kind of get on their radar.

Mark Griffith: [00:27:14] So the first step is to go to higher Logic Comm, where you have a ton of resources online that are posted. Um, case studies. Great. You know, ungated pieces of content. And we made the move to do a lot of ungated content over the last two years. So there’s a lot.

Lee Kantor: [00:27:27] So that was a strategic move that you. Yeah, that.

Mark Griffith: [00:27:29] Was a strategic move.

Lee Kantor: [00:27:30] And what was kind of the the cost benefit for going that way.

Mark Griffith: [00:27:35] So one is I think we create just absolutely terrific content. So I want to get that content into as many people’s hands as possible. Um, number two is, you know, we’ve heard all these stories about the number of touches it takes to close a B2B sale. Right? 2530 right. And we do these attribution exercises, which to me seems a little futile because you’re not going to find 25 things to attribute to. But if it’s that many times that you have to interact with someone and get in front of somebody, all of it has an impact. All of it has some kind of influence on making a buying decision. Um, so holding that just to get a lead didn’t seem like that was the right way to go. Let’s get as much of this stuff in front of people as we can, create really good conversations. And when somebody is ready to make a buying decision or somebody is ready to have a conversation, we’ve already got them hooked in because.

Lee Kantor: [00:28:29] You’ve overwhelmed them with generous, valuable content.

Mark Griffith: [00:28:32] Yeah, yeah. And we’re talking about things that matter to them. Um hum. Um, now we still do some gated content. I’m not going to say that we’ve, you know, ungated everything, but to the most part, I think we probably do in terms of content creation, probably 3 to 4 tentpole content pieces that we gate and everything else we create is Ungated.

Lee Kantor: [00:28:50] Well, that’s I mean, the listener should really hear that because a lot of times people think their content is so precious, they don’t want to share it. But you’re you’re saying this culture of generosity, which I’m sure is part of the DNA of the organization, is that you think sharing it and informing and educating your clientele is important? Obviously. Yeah.

Mark Griffith: [00:29:11] You know, as as the leader in the space, we feel that, you know, providing thought leadership is our responsibility as well. Right?

Rachel Simon: [00:29:18] Yeah. I think it builds goodwill generally like versus every there’s some companies where they just gate everything. Right. How many times am I going to have to pay me?

Lee Kantor: [00:29:27] Right. You got to pay me if you want that.

Mark Griffith: [00:29:29] As soon as you put that form in front of somebody, you’ve created a barrier, right?

Lee Kantor: [00:29:33] Created a friction.

Rachel Simon: [00:29:35] Yeah. It’s like save it for something that is a super high value that they cannot resist. And I need this.

Mark Griffith: [00:29:44] So proprietary research is where we still do that. Um, but there’s, there’s. Reasons for that, but for thought leadership. Now we we want to, you know, we want to have that, you know, that position in the marketplace as being thought leaders. Right.

Lee Kantor: [00:29:57] And your role modeling a culture of generosity.

Mark Griffith: [00:30:01] Yeah, absolutely.

Rachel Simon: [00:30:02] I would agree with that.

Lee Kantor: [00:30:04] Now higher is higher logic. Com that’s a website that’s the best place to go.

Mark Griffith: [00:30:08] That’s the best place to go. You can always click the learn more. And we will have somebody talk about your specific needs if you want to learn more. But it’s also a great resource for information.

Lee Kantor: [00:30:17] Good stuff. Well, thank you so much for sharing your story. You’re doing important work. We appreciate you.

Mark Griffith: [00:30:21] Thank you for having me on.

Lee Kantor: [00:30:22] All right. This is Lee Kantor for Rachel Simon. We’ll see you all next time on Sandy Springs Business Radio.

 

 

About Your Host

Rachel-SimonRachel Simon is the CEO & Founder of Connect the Dots Digital. She helps companies ensure that LinkedIn is working for them as an asset, not a liability.

Rachel works with teams and individuals to position their brand narrative on LinkedIn so they can connect organically with ideal clients, attract the best talent, and stand out as a leader in their industry.

Rachel co-hosted LinkedIn Local Atlanta this week along with Phil Davis & Adam Marx – a networking event focused on bringing your online connections into the real world.Connect-the-Dots-Digital-logov2

Connect with Rachel on LinkedIn.

Tagged With: Higher Logic

GWBC LACE Awards 2023: Chef Maria Kemp with Beyond Decadence

December 18, 2023 by angishields

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GWBC LACE Awards 2023: Chef Maria Kemp with Beyond Decadence
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Beyond Decadence

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Intro: [00:00:04] Broadcasting live from the Business RadioX studios in Atlanta, Georgia, it’s time for ABC Radio’s Open for business. Now here’s your host.

Lee Kantor: [00:00:18] Lee Kantor here, broadcasting live from the Georgia Aquarium Oceans Ballroom for the 2023 GWBC Lace Awards Gala, Ladies Achieving Continuous Excellence. And one of those ladies here right now, Chef Maria Kemp. Welcome.

Chef Maria Kemp: [00:00:34] Thank you so much, Lee. Hey, it’s finally great to meet you in person.

Lee Kantor: [00:00:38] I know we did an interview virtually, and now we’re meeting in person. For those who don’t know, tell us a little bit about your business.

Chef Maria Kemp: [00:00:43] Well, I own Beyond Decadence, and I am the D and B pastry chef, which stands for diversity, equity, Inclusion and belonging. And I create a fusion between desserts and diversity, equity, inclusion and belonging training.

Lee Kantor: [00:00:59] There you go. And then backstory how you got into this line of work.

Chef Maria Kemp: [00:01:02] Oh goodness, I went to pastry school. Let’s just round up and say a million years ago, after spending, you know, 1,000,000.5 years in the IT world, went to the prestigious French pastry school in Chicago and became professionally trained and had a brick and mortar business, a couple pop up bakeries through the years in Illinois and now North Carolina, and then during the pandemic, ended up morphing. I like that word instead of pivot, because pivot was the most overused word of the pandemic.

Lee Kantor: [00:01:30] It’s an evolution.

Chef Maria Kemp: [00:01:31] It is, it is. But I like the word morphed. So I ended up morphing. And, you know, combining two of my passions, you know, to be an advocate and an ally in the diversity space and baking, because I had done production, baking and catering for a long time and needed a change and something that was more impactful.

Lee Kantor: [00:01:49] Now, what’s your number one tip for that home? Baker?

Chef Maria Kemp: [00:01:53] Um, probably similar to some of the trades where they say, what is it? Measure twice, cut once.

Lee Kantor: [00:02:01] Because baking is like chemistry, right? It’s not like yeah, just throw a little bit in. It’s not like cooking where you can just sprinkle stuff in or eyeball things.

Chef Maria Kemp: [00:02:08] Yeah. The whole bam thing, you know that that doesn’t work in baking. No. You definitely need to make sure that you measure accurately, whether you’re using a scale or whether you’re using a liquid measuring cup or regular traditional dry measuring cups. Accuracy is key.

Lee Kantor: [00:02:23] Now, what about when it came to developing your programs involving baking and Di? How did that come about?

Chef Maria Kemp: [00:02:31] It came about through a request from a client who said, you know, we really want to work with you, but we’ve been watching you and we work with the safe of Savory Chef last year, and we’d love to do something with you. And so that started and developed something for Juneteenth that paired together a bourbon sweet potato pie with marshmallow meringue and the messaging. But then it kept evolving through another client, Flagstar Bank and Amerihealth Caritas. Then there was Kimberly-Clark, and there was probably one other one in there I’ve missed too, but it really came together full scale when I got asked to or approved to be a speaker, a breakout session speaker at the 11th annual BMW Supplier Diversity Exchange and Conference, which is held every year for 11 years, ten, 11 years down in Greenville. And I led a breakout session, 100 people in each session two times, about 45 minutes, and just knocked it out of the park because people didn’t understand. They’re like, how are you going to merge together? Baking and pastry. Are you a pastry chef or your trainer? Are we going to cook something? Then other people are like, well, I heard you mention desserts from the podium. And is it bad that I came because I knew I’d get dessert? I said, no, it’s all part of my evil plan. That’s right. I just need to get you in here, and then I can explain it to you and help educate you.

Lee Kantor: [00:03:47] And then when you do your talk, they also. There is a dessert involved.

Chef Maria Kemp: [00:03:51] No, I just tell them. No. I do know after I do the demonstration and walk through the experience of how desserts can be used to show diversity, equity versus inclusion, inclusion. Excuse me. Equity versus equality, inclusion versus exclusion, belonging versus not belonging. After we walk through that and they experience firsthand and say, you know, I didn’t like the way that felt or I felt bad for them because they didn’t get anything, I was going to give them mine. When you experience it firsthand, then it resonates. It becomes real. It becomes real. Then you can go out and be an ally, and then you can say, I remember how that felt and I didn’t like it. So after all of that, then they do get to eat their dessert. And that’s the best part.

Lee Kantor: [00:04:35] And that’s the beauty of this is they get to learn something, but they also get a sweet treat. Right?

Chef Maria Kemp: [00:04:40] And food resonates. I mean, don’t we all wake up or fall asleep to Food Network every night or, or the Greatest British Baking Show? So when people, you know hear that they’re going to get dessert, but then they experience and get the lesson out of it, then get to, you know, enjoy the dessert as well, then that makes it stick. And it’s powerful. I mean, food is power.

Lee Kantor: [00:05:00] Now for folks who maybe aren’t certified yet, how has being certified helped you kind of have these conversations with those kind of folks?

Chef Maria Kemp: [00:05:09] It’s opened me up to an audience that I would not have had access to otherwise. It’s easy to open any periodical and see who the major companies, the major players are in any city or any state that you live in. But to have events that take place where you have an opportunity to meet them and interact with them, but most importantly, build a relationship. Just being certified and saying, I’m certified, hire me now.

Lee Kantor: [00:05:35] Doesn’t work.

Chef Maria Kemp: [00:05:35] That doesn’t work. That doesn’t work.

Lee Kantor: [00:05:37] Paying your dues and just waiting by the phone is not a good strategy, right?

Chef Maria Kemp: [00:05:40] That’s that’s that’s that’s being hopeful. But building the relationships and them getting to know you, you getting to know them, understanding the problem they’re trying to solve and the solution that you can bring to it, but them also watching you. I know there’s people who watch me on LinkedIn. They’re watching me, what I’m doing, how my career is growing, what I’m getting involved in, the people I’m meeting, the exposure, the response, the reaction from the crowd reading the facial expressions like, wow, they were really enjoying what she was doing. So being certified has done nothing but catapult that and the people, if I started naming them. But I’m not going to name drop that I’ve had access to and exposure to and discussions with and discussions that are coming is mind blowing.

Lee Kantor: [00:06:27] So what do you look forward most to this evening? How are you going to get the most out of this evening?

Chef Maria Kemp: [00:06:33] I don’t know, I’m so shy. I’m going to hide in the corner. I don’t think so. No, I’m a greeter. So you can’t hide. No, no, there’s no hiding. No, I don’t want to hide. Just interacting with people. I’ve met a lot of them, but there’s a lot that I have not met and just, you know, enjoying the experience and just expanding my network and building new relationships and furthering ones that are already established.

Lee Kantor: [00:06:57] Yeah, GWB does a great job of connecting people together and matchmaking and really putting names to faces that maybe you’ve met virtually, but now you can meet them in person, right?

Chef Maria Kemp: [00:07:08] And we’ve a lot of us were just down at National in DC, but then we were in Greenville together, and I think there was something else in the middle. No, it was just those two. So I recognized some of the names. Right. Yeah. They’re going to be here tonight and they’re all friends tonight. They’re old friends. I’ve already emailed them. Absolutely.

Lee Kantor: [00:07:26] So if somebody wants to get a hold of you, what’s the website?

Chef Maria Kemp: [00:07:29] Website is WW beyond decadence.com. That’s w-w-w beyond decadence.com. Or you can find me on LinkedIn. Very active on LinkedIn under Chef Maria Kemp.

Lee Kantor: [00:07:41] Good stuff. Well Chef Maria, thank you so much for sharing your story, doing such important work. And we appreciate.

Chef Maria Kemp: [00:07:45] It. Thank you. Thank you for having me. It’s good to meet you in person.

Lee Kantor: [00:07:48] All right. This is Lee Kantor back in a few at the 2023 GW Black Lace Awards Gala.


About GWBC

The Greater Women’s Business Council (GWBC®) is at the forefront of redefining women business enterprises (WBEs). An increasing focus on supplier diversity means major corporations are viewing our WBEs as innovative, flexible and competitive solutions. The number of women-owned businesses is rising to reflect an increasingly diverse consumer base of women making a majority of buying decision for herself, her family and her business. GWBC-Logo

GWBC® has partnered with dozens of major companies who are committed to providing a sustainable foundation through our guiding principles to bring education, training and the standardization of national certification to women businesses in Georgia, North Carolina and South Carolina.

BRX Pro Tip: 5 High Value Upsells

December 15, 2023 by angishields

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BRX Pro Tip: 5 High Value Upsells
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BRX Pro Tip: 5 High Value Upsells

Stone Payton: [00:00:00] Welcome back to BRX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, let’s talk about some high value upsells in our world.

Lee Kantor: [00:00:11] Yeah. As we all know, getting clients is something we’re always doing and we’re always working toward. And it’s hard work and it’s important work. And selling them is just the beginning of the relationship. Something to think about once you have a client is find opportunities to sell them other things that could benefit them and help them grow their business. So we thought we’d kind of list five or so things to upsell once you have a sponsor.

Lee Kantor: [00:00:39] So, one of the things you might think about selling them is a thought leadership podcast, like these BRX Pro Tips. Offer that as a way. They’re already coming in the studio. Give them kind of a path to record their own kind of thought leadership stuff and produce it for them. And then add it to their kind of work with you. Another thing you can do is offer to interview their clients. Getting their clients interviewed just for the sake of them in their marketing can help them. They can get insight into the clients. They can learn a lot. And it’s a a really important benefit for them to get that kind of information. And it helps their clients get the word out more. And it shows that they’re being served.

Lee Kantor: [00:01:23] Another thing to do is transcripts. A lot of us do transcripts in a variety of ways. We include paid transcripts in most of our shows. And that’s great for SEO purposes on behalf of the client. Or if they don’t want to it put on their website, we’ll gladly put it on our website because more words and original content only helps.

Lee Kantor: [00:01:41] Another thing to offer is social media boosting of their content. That’s pretty easy to execute on our behalf because, again, we create so much content for them. Now, it’s just a matter of getting it out into the different platforms in a variety of ways. People use those audiograms. They use blog posts. Pullout, you know, kind of quotes, and tips, and stuff. That’s an easy thing for us to execute.

Lee Kantor: [00:02:08] Another thing that, maybe, is next level is once you have the transcripts, you can make a book based on those transcripts of past shows. You can do it annually for some clients. A lot of clients aspire, especially in the professional service realm, they want to be a writer. They want to be an author. This gives them an easy way to author a book and get that credential extremely valuable. And it’s pretty easy for us to execute that on their behalf.

Lee Kantor: [00:02:35] Another thing is remote broadcast. We can be doing a remote broadcast from their office at an event that they’re hosting. We could do it at a conference or trade show they’re attending. There’s lots of things from bringing the show on the road that we can offer to clients.

Lee Kantor: [00:02:50] So, those are some things that we can do to upsell. Stone, you got any you want throw in the mix here? But those are some that came to me about upselling existing clients.

Stone Payton: [00:02:59] Well, everything you just rattled off, I learned from you. And I have found that, A, people are very open minded to exploring those ideas. And many people will take advantage of those additional services. One more that just fits me, and I guess the lesson is, find something that fits you a way you can personally add more value. In my case, a very natural upsell is coaching, consulting, mentoring with specific respect to selling itself.

Stone Payton: [00:03:28] I have some experience in that regard. And I have some mechanics that are really helpful to a lot of people, particularly in the professional services arena, who may or may not have actually been trained how to sell professional services. They may be really good at practicing their craft. So, for me, for Stone, a very natural upsell is coaching and consulting.

The Wrap Podcast | Episode 067 | Adapting to the Evolving Financial Landscape of the Private Equity Industry | Warren Averett

December 14, 2023 by angishields

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The Wrap
The Wrap Podcast | Episode 067 | Adapting to the Evolving Financial Landscape of the Private Equity Industry | Warren Averett
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In this episode, join our experts as they unravel the dynamic landscape of the private equity industry and offer insights into the latest tax strategies.

Kim Hartsock, CPA is joined by three of the firm’s private equity industry experts, Floyd Holliman, CPA, David LeGrand, CPA, and Adam West, CPA, to concisely explore topics that impact returns and portfolio holdings, from navigating regulatory changes to planning techniques for businesses.

In this episode, you’ll hear:

  • Discussion regarding the Tax Cuts and Jobs Act and how it will affect businesses in the upcoming tax season
  • Planning strategies to help businesses with inventory mitigate the loss of depreciation and amortization
  • Details regarding Section 174 of the Tax Code and how it affects R&D expenses
  • Advice about the Employee Retention Tax Credit and how to make sure your business has proper documentation

This episode reflects our views at the time it was recorded.

Resources for additional information:

  • Blog: 8 Private Equity Trends To Expect in 2023 (And How To Respond to Them)
  • Blog: A Business’s Guide to R&D Expense Capitalization and Amortization Changes
  • Blog: 6 Tax Planning Items Every Business Should Consider in Year-End Tax Planning
  • Blog: Significant Changes to How Your Company Accounts for R&D Costs
  • Blog: 5 Ways a Company Can Use the R&D Tax Credit
TRANSCRIPT

Commentators (0:02): You’re listening to The Wrap, a Warren Averett podcast for businesses designed to help you access vital business information and trends when you need it. So, you can listen, learn and then get on with your day. Now, let’s get down to business.

Kim Hartsock (0:19): Hey, everyone, and welcome to another episode of The Wrap. I’m Kim Hartsock, and I’m excited to be with you today. We are continuing with our series on industries, and today, we’re going to be talking about private equity groups. We have our experts with us. Today, we have Adam, David and Floyd. So welcome, guys, and some of you welcome back to the podcast. We’re excited to have you today.

Adam West (0:41): Hey, I’m Adam West. I’ve been with the firm for about 12 or 13 years now, and I spend a large part of my practice in the private equity space.

Floyd Holliman (0:50): I’m Floyd Holliman, and I’ve been with the firm for about 16 years. I also spend a large part of my time in the private equity space.

David LeGrand (0:57): I’m David LeGrand, I’m a Member in the Tax Division of our firm, and I specialize in merger and acquisition tax work.

Kim Hartsock (1:03): We’re really excited to have you guys here today. I know you are the experts, and I know you have a lot of information to share with our listeners. So, we’re going to jump right in. David, I’m going to start with you. What are the challenges or opportunities for private equity groups that you’re seeing that other industries are not? How common are the challenges that they’re facing with all the other industries?

David LeGrand (1:27): Thanks, Kim. A lot of what we’ve seen in the last 12 or 24 months is that a lot of these tax issues aren’t necessarily unique to PE, but they’re impacting businesses across multiple industries and are also significantly impacting private equity in their portfolio companies. A lot of these that we’re going to talk about come from the Tax Cuts and Jobs Act of 2017. When a big tax package is rolling through Congress and rolling through the legislative branch, they like to score it with CBO—the Congressional Budget Office. They have a 10-year period that they look at it. So, to make the math work for what they were negotiating, they took the last five years, and they have some pseudo-hidden revenue raisers backed into it. That’s coming into play starting in tax year 2022, kind of a 10-year mark from 2017 to 2026.

Starting in 2022, there are some of these revenue raisers in there that are impacting a lot of the timing of these deductions that business clients are used to having when they make tax distributions out of their portfolio companies or up to their investors to make tax payments.

These couple of issues that we’re going to talk about today are the issues that we’re seeing most often in the last, like I said, 12 to 24 months. Okay, so the first issue that we wanted to look at today was with respect to business interest and the way that the tax law used to work up to tax year 2022. Through 2021, your business interest was capped at effectively 30% of taxable EBITDA—which is earnings before interest, taxes, depreciation and amortization. Starting in tax year 2022, you were no longer allowed to add back depreciation and tax amortization to the formula.

If you have a lot of tax depreciation and tax amortization, which is usually a really large number for private equity investments, because of the way they structured their acquisitions, they get this taxable goodwill that’s amortizable and deductible, so that becomes a big number. It alters the formula to where business interest deductions are delayed in greater amounts than they were prior to this 2022 change. So, the change of the formula in business interest is a particularly big issue for private equity.

The other piece of this is that we see this hitting private equity a lot because they have a propensity to leverage up their portfolio investments with debt to increase their rate of return when they have an exit. So, interest rates being off, there’s a lot of debt and they have a lot of goodwill amortization.

With just the way the tax law works and this change in 2022 where you can no longer add back depreciation and amortization to the formula, it is becoming a big issue for private equity portfolio companies with respect to the timing of business interest deductions.

Adam West (4:01): David, just to piggyback off that, I think there is a planning opportunity out there for businesses that have inventory, to look at potentially capitalizing some of their interest and deducting it as their inventory is sold. So that’s a planning opportunity to help mitigate that penal provision of not being able to add back your depreciation and amortization.

David LeGrand (4:27): That’s a great point, Adam.

Kim Hartsock (4:30): Floyd, I know where you sit in the firm, you do a lot of specialty tax projects. So, what are you seeing as it relates to private equity?

Floyd Holliman (4:38): Kim, one of the things we’re seeing is starting in 2022, companies that incur research and development cost—also known as Section 174 cost—must capitalize those over five years for R&D cost incurred in the U.S. and 15 years for R&D costs incurred outside the U.S. I do want to point out that this is not an elective, and this is something that you have to implement starting in 2022 if you do have R&D costs. Prior to 2022, companies with R&D costs could expense those costs in the year they incurred them. So, this is a big change.

Just to go over in general what these costs include: all costs incidental to the development or improvement of a product or activities intended to discover information that would eliminate uncertainty—these are the types of costs that are pulled into this new tax law. These are pretty broad, as you can see. Some specifics related to these are the salaries of people doing R&D in your organization—or outside contractors that may be doing R&D for your company—as well as supplies used up in the R&D process and any overhead that may be related to R&D activities also have to be pulled in and capitalized starting in 2022.

Kim Hartsock (6:02): So, companies that are in the business of doing those things, which could be a pretty significant number that they’re having to add back.

Floyd Holliman (6:11): Very large negative tax impact on companies with high levels of R&D activity. Kim, it is worth noting that it’s a timing difference. The company does still get the deduction, it’s just over five years, typically, or 15 years for non-U.S. R&D. So, in general, it’s a timing difference. But there’s a very negative part of this law for companies that may be prepared to sell. If you’re selling a company, this becomes a permanent item, because if you’ve got any unamortized expense sitting there when you sell, you lose that and that goes over to the buyer. Not only do you lose that expense, but you also do not get to take the unamortized expenditures as basis against your gain or loss. It’s really a double whammy, and it’s a permanent change. This is really having a negative impact on companies that are getting ready to sell that have some unamortized R&D expenditures.

But along those same lines, another opportunity that exists with these R&D costs is the R&D tax credit, which has been in existence since 1981. It provides a valuable credit for taxpayers with R&D costs. Now, while these R&D costs related to the R&D credit are very similar to the R&D costs that must be capitalized under this new tax law that we were just talking about, the tax law has no effect on the R&D credit. So, the R&D credit still exists as it did in the past and will help mitigate some of the negative impact of the law requiring the capitalization of these R&D costs. If you have costs that must be capitalized, it just makes sense to take the R&D credit to go ahead and mitigate some of the negative impact of that new law.

Kim Hartsock (8:11): That’s good to know. For companies that haven’t taken advantage of the R&D tax credit in the past, they need to consider that, knowing now that they’ve had this change with the way that they can expense those expenditures.

David LeGrand (8:26): Exactly, yeah. Kim, along with Section 174 that Floyd’s talking about and the business interest and bonus depreciation, the ability to let taxpayers effectively expense capital expenditures one hundred percent is being phased out starting in tax year 2023. So, this year, it’s going to eighty percent. The next year sixty percent, then forty percent, then twenty percent, then gone, assuming nobody changes the tax law between now and 2026.

But at any rate, if you’re capital intensive, if you’re buying a lot of equipment, if you’re a manufacturer or distributor, if you’re in construction or if you’re doing something where you’re buying a lot of capital equipment, and you’ve been counting on that bonus depreciation to accelerate that deduction—that’s going to be getting phased down. It’s also going to be another one of those revenue raisers that’s on the back end of that 10-year period that we talked about. So, I think bonus depreciation is another one to really watch and see if that law changes.

There’s some momentum, hopefully, that people are looking at changing the 174 capitalization that Floyd was talking about. Looking at this business interest deduction formula, then also bonus depreciation. These were very popular tax provisions in the tax law prior to the implementation of these changes.

Floyd Holliman (9:36): Good point, David. We are seeing a lot of legislative activity around overturning some of these laws. We just don’t know. As of today, it’s still the law and that’s what we need to plan for, but hopefully we’ll see some relief in the future.

Kim Hartsock (9:52): Adam, I know you’ve done a lot of work with the employee retention tax credits. What are you seeing that specifically relates to private equity groups?

Adam West (10:03): Yeah, there’s been a lot going on when it comes to the employee retention tax credit (ERTC). I think one of the biggest things over the last few months has been the moratorium that the IRS put in place. It’s basically where the IRS said, “Hey, we’re not going to process any additional claims until early 2024.”

They’ve introduced a withdrawal process to where taxpayers that have filed claims that have not been paid, the taxpayers can withdraw those claims penalty free. I think as it relates to private equity, we’re seeing ERTC become a deal item; it’s simply because of all the scrutiny around it. When a portfolio company has claimed ERTC, I think they need to look at their documentation for it.

Did they apply it to the gross receipts test—which is more black and white—or are they applying under the partial shutdown test—which can be very subjective? Now would be a great time, if you did apply under that partial shutdown test—and even if you’re not being audited by the IRS—to really go back and look through your documentation and beef it up, because we do think it will be something that a potential buyer down the road is going to look at very closely.

Kim Hartsock (11:16): So, these are all pretty significant changes that business owners and leaders are having to face. What would you tell leaders that are listening on this podcast today? What should they do to position their organizations for success in the future? Floyd, we’ll start with you.

Floyd Holliman (11:33): Kim, I would say if you had R&D activities, talk to your tax advisor to identify the research expenses that must be capitalized so that you can properly budget for the upcoming tax liability for 2022, 2023 and 2024. Also, if you have R&D activities that must be capitalized, I will say strongly consider taking the R&D tax credit to mitigate some of the additional tax burden created by this new law.

Kim Hartsock (12:05): David, how about you?

David LeGrand (12:07): I would just say—like Floyd was saying—that planning for these things is key. I would look at your business interest. Look at that formula. Make sure you’re modeling it out, so you don’t have a big cash tax outlay surprise when you do your tax distributions. I’d look at bonus depreciation, if you’re capital intensive, but definitely look at the business interest.

Adam West (12:24): I think for the ERTC, the biggest thing is to make sure that you have your documentation in order. We’ve seen a lot of situations where a company has applied for millions of dollars of tax credits with only a few pages of support for the government orders or the support showing why they qualified. So, I think maintaining contemporaneous documentation that outlines your position is important, because even if you’re not audited by the IRS, we’re seeing it become a deal point. I think it’s just something you’ve got to be ready for. If you do have a claim that you’ve filed and you’re unsure of your position, now would be a good time to address it.

Kim Hartsock (13:09): So here on The Wrap, we always like to wrap it up in 60 seconds or less. So, David, what would you want to leave the listeners with today?

David LeGrand (13:17): I would just encourage everybody to do a lot of planning and a lot of forecasting to look at these specific areas of the tax law. We’re just seeing it hit clients over and repeatedly the last year or two. So, I would just try to get with your advisors and model out the business interests, the R&D credit and the capitalized expenses. I would look at any ERTC claims you have. Then, if you’re capital intensive, I would look at bonus depreciation and just try to model this out, so you don’t have any surprises. Just please reach out to us. We’d love to help.

Kim Hartsock (13:46): Thank you guys for being with us today. And thanks for listening. We’ll see you next time.

Floyd Holliman (13:50): Thanks for having us.

David LeGrand (13:52): Thanks, Kim. We appreciate it.

Adam West (13:53): Always enjoy coming on, Kim. Thank you.

Commentators (13:55): And that’s a wrap. If you’re enjoying the podcast, please leave a review on your streaming platform. To check out more episodes, subscribe to the podcast series or make a suggestion of other topics you want to hear, visit us at https://warrenaverett.com/thewrap

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