Charles Freund with FLEETCOR
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Charles Freund, was appointed our Chief Financial Officer of FLEETCOR in September 2020, and has been with the company since 2000.
During his tenure at FLEETCOR, Charles has held numerous roles, including Executive Vice President of Corporate Strategy, Executive Vice President of Global Sales, President of Emerging Markets, Senior Vice President of Corporate Strategy, Vice President of UK Card Issuing, and Vice President of Business Development.
Prior to joining FLEETCOR, Charles was a Consultant at Sibson Consulting, a member of The Segal Group.
Follow FLEETCOR on LinkedIn and Twitter.
What You’ll Learn in This Episode
- About Charles and his current role as the company’s CFO
- The solutions FLEETCOR provides and what differentiates the business and its workforce
- How the company has fostered the strong fintech community in Atlanta
- Why FLEETCOR is a great place to start a career
- How it supports its local customers
- Where the company is heading
About Our Sponsor
OnPay’s
payroll services and HR software give you more time to focus on what’s most important. Rated “Excellent” by PC Magazine, we make it easy to pay employees fast, we automate all payroll taxes, and we even keep all your HR and benefits organized and compliant.
Our award-winning customer service includes an accuracy guarantee, deep integrations with popular accounting software, and we’ll even enter all your employee information for you — whether you have five employees or 500. Take a closer look to see all the ways we can save you time and money in the back office.
Shawn Nicholson with SMNSquare
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Shawn M. Nicholson, Managing Principal at SMNSquare, is a third generation entrepreneur and carpenter by trade. A few skills that have been attributed to him and can be described in four categories, interpersonal skills, leadership skills, organizational skills and problem solving.
He has the ability to identify appropriate resources, internal and within the community. He has worked tirelessly and diligently to create positive outcomes by creating collaborative relationships with varying industries and community agencies.
During the past 25 years, he has developed and maintained an active experience as a leader focusing on management coordination/manager specific competencies. He is a serial entrepreneur and has established and owned several thriving businesses.
He has a proud track record of excellence in developing and implementing content, developing strategies, initiatives, public relations and marketing campaigns and creating customer solutions that exceed expectations.
Mr. Nicholson sits and serves on the Board of Directors for Reynolds Community College, Honoring Choices Virginia, and the Petersburg Chamber of Commerce. Other committees and Board commitments include: Future Hope, Inc., African American Nonprofit Leaders, and the Virginia State University Core Planning Group and Local Planning Committee for Preserving the Legacy of Historic Black Colleges and Universities, (HBCU’s).
Customer Experience Tip: Manage Expectations, Not People
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CX Tip: Manage Expectations, Not People
Lee Kantor: [00:00:06] Lee Kantor here from Business RadioX. Jill, today’s customer experience tip is manage expectations, not people. Please tell us more.
Jill Heineck: [00:00:15] Yes, this one’s a doozy, and it can set the tone for the entire interaction. What can your customers expect from you and your team when they work from you or work with you? Transparency is always key. And when I tell you that this can make or break a customer relationship and impact whether or not they will work with you again in the future, I’m dead serious because I have experienced this. One misstep here and not only will this be a one-and-done transaction, but there could be negative blowback to your brand as well. Every time a new customer comes your way, think of it as an opportunity to tweak your process, take it to the next level, maybe even gamify it for your team to make it as fun and rewarding for you as it is for your customers. Loop them in. Let them know what’s coming next. Remember, your customers are people too. That’s your tip for the day.
Lee Kantor: [00:01:03] Great tip, Jill. Thanks for listening.
Connect with Jill at heineckandcompany.com.
Vince Morris with OneDigital
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Vince Morris is the President of OneDigital’s retirement & wealth division as well as its registered investment adviser, OneDigital Investment Advisors. He provides key insights and guidance as OneDigital supports holistic workforce strategy conversations surrounding the convergence of health, wealth and retirement.
With Vince’s leadership, OneDigital strategic consultants and advisors offer employers of all sizes financial benefits strategies including retirement plan consulting and administration, financial wellness solutions, and nonqualified deferred compensation strategies, to meet the changing needs of today’s employer.
Since 1993, Vince has been committed to helping as many people to and through retirement as possible. As the founder and president of a retirement and wealth practice in Kansas, Vince saw the opportunity to work with like-minded firms around the country and built a nationally recognized registered investment advisor with a group of industry-leading financial professionals.
Vince is a recognized leader in the DC marketplace and understands the industry from all angles. He has served in several leadership roles, including several National Association of Plan Advisor (NAPA) Committees, Retirement Advisor Council and The Retirement University for Advisors. He has also earned Plan Sponsor Retirement Professional (PRP) and Accredited Investment Fiduciary (AIF) designations and holds a degree in economics from the University of Kansas.
Follow OneDigital on LinkedIn, Facebook, Twitter and Instagram.
What You’ll Learn in This Episode
- How Vince got into the retirement industry
- About OneDigital
- What prompted the Truist deal
- How the acquisition of Truist will change OneDigital’s business
- Opportunities the Truist acquisition will provide
- OneDigital’s goal for the retirement business in 2021
- What OneDigital looks for in an acquisition partner
- What’s next for OneDigital
About Our Sponsor
OnPay’s payroll services and HR software give you more time to focus on what’s most important. Rated “Excellent” by PC Magazine, we make it easy to pay employees fast, we automate all payroll taxes, and we even keep all your HR and benefits organized and compliant.
Our award-winning customer service includes an accuracy guarantee, deep integrations with popular accounting software, and we’ll even enter all your employee information for you — whether you have five employees or 500. Take a closer look to see all the ways we can save you time and money in the back office.
Matthew Stevens with CENTEGIX
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Matthew Stevens is the CEO of CENTEGIX, an industry leader in crisis and incident management systems. CENTEGIX protects over 1.1M people across 13 states in 1200 schools, hospitals, hotels and government buildings. As CEO, Matthew is responsible for company strategy, culture and brand reputation.
Prior to the CENTEGIX, Matthew was the CEO of Corvado, software for Capital Improvement Planning and Execution, and before that the CEO of CloudVault, an eDiscovery and Compliance cyber security platform. He founded or co-founded several startups including InfraPoint (now DC Blox) and The Stevens Group, was executive at Atlanta based Cbeyond (NASDAQ: CBEY now Birch/Fusion Connect) and advised top brands including Coca-Cola, EarthLink, Lexis-Nexis, and Southern Company.
Stevens is a practical operator, focusing on the useful application of emerging technologies to simplify and solve complex business problems. He is an active member of the Atlanta technology startup ecosystem serving as an Advisor or Board Member to several startups (including Stellar MMS and QuickVault) and active in the community through High Tech Ministries and at the Buckhead Church.
Matthew lives in Sandy Springs with his wife of 17 years, Candace, and their 3 children. An avid outdoorsman, he spends what’s left of his free time ‘off grid’ hiking, camping, fishing and hunting.
Follow CENTEGIX on LinkedIn and Twitter.
What You’ll Learn in This Episode
- Crisis Communications
- School Safety
- Workplace Violence
- Hyper-Growth Companies
- High Performance Teams
- Radical Candor
About Our Sponsor
OnPay’s payroll services and HR software give you more time to focus on what’s most important. Rated “Excellent” by PC Magazine, we make it easy to pay employees fast, we automate all payroll taxes, and we even keep all your HR and benefits organized and compliant.
Our award-winning customer service includes an accuracy guarantee, deep integrations with popular accounting software, and we’ll even enter all your employee information for you — whether you have five employees or 500. Take a closer look to see all the ways we can save you time and money in the back office.
BRX Pro Tip: Don’t Listen to Feedback from These People
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BRX Pro Tip: Don’t Listen to Feedback from These People
Stone Payton: [00:00:00] And we are back with Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, there’s all kinds of reasons to take an action, get the data, incorporate it into your plan, make your adjustments. And in the same breath, there’s just some people that we should not listen to their feedback. Yeah?
Lee Kantor: [00:00:20] Yeah, I agree. Everybody’s got an opinion about everything, and it’s important to really discern which opinions matter, and which are the opinions you should really take action around. For me, personally, if that person is not in the game battling, if they’re not kind of doing what you do, if they’re not in there kind of learning the hard lessons that life teaches you, I’m really not interested in their feedback. Their feedback is not that meaningful to me.
Lee Kantor: [00:00:53] I want constructive feedback from people who are putting themselves out there, not just these people who are in an ivory tower hypothesizing on how things should be in some perfect world. You know I’m a big believer in real data. And to me, real data comes from doing real work. It doesn’t come from whiteboarding out what could be or what should be. The real world is imperfect and people just act a little irrationally at times, and you’ve got to factor that in. And you can’t factor that in on a whiteboard, you’ve got to factor that in in real life with real experience, so you can get real knowledge, and then you can take real action.
Charlie Crawford with Hyperion Bank
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Charlie Crawford is the CEO and Chairman of Hyperion Bank, a community bank with locations in Philadelphia and Atlanta.
A champion of community banking for more than 30 years, Charlie may be familiar to Atlantans for the three community banks he helped start here, including Private Bank of Buckhead, or for his ongoing service in community and business organizations.
Like his previous startups, Hyperion Bank is built on a customer-first commitment, serving both individuals and business owners through technology and local decision making.
Charlie was recognized as one of the Most Admired CEOs of 2020 by the Philadelphia Business Journal. He is frequently quoted about banking and related topics, in media outlets ranging from American Banker to U.S. News & World Report.
Charlie serves on the boards of the Community Bankers Association of Georgia and the Pennsylvania Association of Community Bankers. He is a member of Rotary Club of Atlanta, and serves on the board of Hyperion Mortgage, which he helped found last year.
Connect with Charlie on LinkedIn and follow Hyperion Bank on Facebook.
What You’ll Learn in This Episode
- About Hyperion Bank and how Charlie got involved
- 2020 was a record year for the bank
- Hyperion Bank in Atlanta was launched a few months before Covid and has still done well
- About Hyperion Mortgage
- What’s coming up in 2021
About Our Sponsor
OnPay’s payroll services and HR software give you more time to focus on what’s most important. Rated “Excellent” by PC Magazine, we make it easy to pay employees fast, we automate all payroll taxes, and we even keep all your HR and benefits organized and compliant.
Our award-winning customer service includes an accuracy guarantee, deep integrations with popular accounting software, and we’ll even enter all your employee information for you — whether you have five employees or 500. Take a closer look to see all the ways we can save you time and money in the back office.
Coach the Coach: Gary Schoeniger with Entrepreneurial Learning Initiative
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As the founder of the Entrepreneurial Learning Initiative, Gary Schoeniger has influenced a broad audience from higher education and economic development organizations to government, corporate and non-profit clients worldwide including the Ewing Marion Kauffman Foundation, the Cisco Entrepreneur Institute and the U.S. State Department.
Schoeniger also led the development of the Ice House Entrepreneurship Program, which has been recognized by the Kauffman Foundation as “redefining entrepreneurship education in classrooms and communities around the world”.
With his focus on the entrepreneurial mindset, Schoeniger has presented numerous keynotes, workshops and training programs throughout the US and abroad. Recent engagements include the Global Entrepreneurship Congress in Rio de Janeiro and Moscow, as well as speaking and training programs in Athens, London, Bogota, Buenos Aires, Mexico City, Sofia, Santiago, Aberdeen, Nicosia, Zagreb, Tbilisi and Baku.
Schoeniger, along with Pulitzer nominee Clifton Taulbert, is also the co-author of Who Owns The Ice House: Eight Life Lessons From An Unlikely Entrepreneur, an international bestseller described as “required reading for humanity”.
Gary Schoeniger, has emerged as an internationally recognized thought leader in the field of entrepreneurial mindset education.
As the founder of the Entrepreneurial Learning Initiative, Schoeniger has influenced a broad audience from higher education and economic development organizations to government, corporate and non-profit clients worldwide, including the Ewing Marion Kauffman Foundation, the Cisco Entrepreneur Institute and the U.S. State Department.
Schoeniger also led the development of the Ice House Entrepreneurship Program, which has been recognized by the Kauffman Foundation as “redefining entrepreneurship education in classrooms and communities around the world”.
With his focus on the entrepreneurial mindset, Schoeniger has presented numerous keynotes, workshops and training programs throughout the US and abroad. Recent engagements include the Global Entrepreneurship Congress in Rio de Janeiro and Moscow, as well as speaking and training programs in Athens, London, Bogota, Buenos Aires, Mexico City, Sofia, Santiago, Aberdeen, Nicosia, Zagreb, Tbilisiand Baku.
Schoeniger, along with Pulitzer nominee Clifton Taulbert, is also the co-author of Who Owns The Ice House: Eight Life Lessons From An Unlikely Entrepreneur, an international bestseller described as “required reading for humanity”
Connect with Gary on LinkedIn.
