angishields, Author at Business RadioX ® Page

ATDC Radio: DataSeers Founder Adwait Joshi

December 18, 2019 by angishields

ATDC Radio

ATDC Radio: DataSeers Founder Adwait Joshi

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Adwait Joshi is the founder and Chief Seer at DataSeers. He has been successfully helping his customers Taming the Data Demon giving them working solutions tailored to their needs.

Adwait was not only a straight-A student in school but was always interested in business opportunities. When he was 15 years old, he won a scholarship and learned C++. This exposure encouraged him to start his first company at the age of 15, AD’s Computers, which was extremely profitable and paved a path for Adwait’s future.

While at University at Buffalo, Adwait’s thesis on Visualization Techniques for Anthropometric Data made the concept of Universal Design easy and became a very important part of UB’s research for the next 10+ years.

Adwait’s IT career in the US began with Fisher Price where he spent his summer creating tools for mechanical engineers to speed up the design of toys and he was successful in automating a lot of trivial tasks. He then went on to work at Intel where he was given a challenge that had not been solved before, migrating a 3D visualization software to a 64-bit architecture. He not only took that challenge but tenuously worked towards finishing the project and won an award for doing it 4 weeks ahead of schedule.

For more than a decade now, Adwait has been working with various verticals solving their Data problems. He has tremendous expertise in Big Data and analytics. After a successful exit in 2016, he is back in the startup mode.

His latest venture DataSeers, is a startup focused on RegTech and helping FinTech companies with Reconciliation, Compliance, Fraud, and Analytics. The product he has engineered, FinanSeer, has been so majorly successful that within the first year the company was already profitable and winning awards.

Follow DataSeers on LinkedIn, Facebook and Twitter.

Questions and Topics in this Interview

How AI is changing the payments world?
What issues do synthetic identities create in the world of payments? How can we solve them?
Do banks and FIs really know their customers?
How can predictive analytics in payments prevent human trafficking?
What does taming the Data demon mean?

ATDC Radio: Assistant Director Jane McCracken and Entrepreneur in Residence Scott Ryan

December 18, 2019 by angishields

ATDC Radio

ATDC Radio: Assistant Director Jane McCracken and Entrepreneur in Residence Scott Ryan

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Jane McCracken returns to ATDC as a Startup Catalyst, having started her career here many years ago. She then moved into venture capital and investment banking both in the United States and Europe before joining an early-stage, medical diagnostics company as chief financial officer. During her time there, she raised $60 million and completed eight international acquisitions. The company was listed on both the London and Oslo stock exchanges.

Jane then worked with two venture-backed companies. She joined the founders of an online travel company as CEO, and took it from startup to the world’s second-largest hotel booking site before Travelocity acquired it. At the request of her venture investors, Jane then joined a computer games developer as CEO and turned around the faltering enterprise before it was sold to a NASDAQ-listed games company.

Most recently, Jane was CEO of an oncology-focused clinical research company, which grew from startup to a multinational firm with $15 million in annual revenue and offices across Europe and the United States. The company was financed through its own cash flow and was sold in early 2012 to a larger clinical research organization.

Jane continues to work with fast growing companies — in interim and full-time positions — as a consultant, board member, and angel investor. In addition, Jane has served on boards for public and private companies, as well as government-related and non-profit organizations. She is a frequent speaker and panelist at conferences, companies, and universities and is an active volunteer in her community. Jane obtained her bachelor’s degree from Wake Forest University and her master’s degree at the Georgia Institute of Technology.

Connect with Jane on LinkedIn.

Scott Ryan, Entrepreneur in Residence at ATDC, has more than 20 years of experience building and exiting companies and leading teams to develop and sell products in the IT infrastructure and media technology industries. His exits include Concurrent Computer, a microcap Internet of Things (IoT) and video delivery provider; Senoia Systems, a provider of cloud migration solutions; Asankya Networks, a WAN Optimization solution provider, and Elastic Networks, an IPO in the DSL market.

Additionally, Scott’s leadership experience includes successful stints with storage leader, EMC; networking leader, Nortel Networks; and consulting innovator, North Highland.

He received both his Bachelor of Science and Master of Business Administration degrees from Vanderbilt University.

Connect with Scott on LinkedIn.

The Arizona 100: Preview of the December 19 Issue

December 18, 2019 by angishields

Valley Business Radio

The Arizona 100: Preview of the December 19 Issue

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The Arizona 100

The Arizona 100 is a twice-monthly digital publication that provides quick and concise, yet thorough, news of the people, events, activities and news shaping Arizona. Each of the 100-word stories or 100-second videos focus on the arts, entertainment, history and restaurants to business news, management, healthcare and real estate.

The Arizona 100 has international and national “100” partner markets, which publish any article/ video upon request providing a combined reach of more than 300,000 readers across 15 markets.

The Arizona 100 is a project of HMA Public Relations, a full-service public relations and marketing communications firm in Phoenix.

To subscribe to The Arizona 100, visit thearizona100.com. Submit story ideas to editor@thearizona100.com

Trevor Wilde with Wilde Wealth Management Group

December 18, 2019 by angishields

Wealth Management & Financial Industry Trends

Valley Business Radio

Trevor Wilde with Wilde Wealth Management Group

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Trevor Wilde, MBA, AIF®

Trevor Wilde is Managing Director at Wilde Wealth Management Group. Trevor is an Investment Advisor Representative, and he has been in the financial services industry since 1999. Under his leadership, Wilde Wealth Management Group has been recognized by NABCAP as a Premier Advisory Firm and has been honored by Barron’s as one of America’s Top 1,200 Advisors for the past 11 consecutive years – most recently ranking #4 in the state of Arizona for 2019.

Trevor played football for the University of Arizona where he graduated with a Bachelor’s Degree in Business Communications, and earned a Master’s of Business Administration through the University of Phoenix. Trevor attained the AIF® designation, which is the mark of commitment to a standard of investment fiduciary excellence. He was recognized as one of the ‘Most Admired Leaders’ by the Phoenix Business Journal in 2018, one of ’35 Arizona Entrepreneurs under 35’ by the Arizona Republic in 2011, and has been among the Top 15 Advisors out of more than 1,200 Cetera Advisors each year since 2012. Trevor specializes in providing clients with diverse products and services to help pursue their goals but also constructed a network of business partners to provide a truly unique in-house experience.

Wilde Wealth Management Group sponsors the Run for Broxton and Briggs 4 Kidz, is a host site for Cell Phones for Soldiers, and remains committed to charitable causes in and around the valley through their Wilde for Arizona™ Community Outreach Program. Trevor and his wife Meghan live in Scottsdale with their 4 daughters – Peyton, Presley, Piper, and Paige.

To hear more, listen to Trevor’s previous appearance on Valley Business Radio in January 2019.

Connect with Trevor Wilde on LinkedIn, and follow Wilde Wealth Management Group on LinkedIn and Facebook.

BRX Pro Tip: Demonstrating Authority and Expertise

December 18, 2019 by angishields

BRX Pro Tips

BRX Pro Tip: Demonstrating Authority and Expertise

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BRX Pro Tip: Demonstrating Authority and Expertise Transcript

Stone Payton: [00:00:01] Welcome back to BRX Pro Tips. Lee Kantor, Stone Payton here with you. Lee, let’s talk a little bit about utilizing the Business RadioX platform to effectively and consistently demonstrate authority and expertise.

Lee Kantor: [00:00:15] Right. The beauty of being the media is we get a credential of being a show host just by doing shows. So, right there, that means that we’re somebody important in that niche that we are serving. And in studio partners’ cases, that’s the market they serve. They must be important. They must be a leader. They must have authority and expertise because they host a show about the market that they’re in.

Lee Kantor: [00:00:40] You know, when I host the Atlanta Business Radio show, then I must know stuff about the Atlanta business community, because how else could I be hosting a show that has this many powerful people that come on it? And that’s the same thing for everybody, every studio partner. And then, guess what? It’s the same thing for all your sponsors. And then, when they’re doing a show about a specific niche in their industry, they must be an authority, because why else would they be hosting a show about it?

Lee Kantor: [00:01:06] So, the credential comes along for the ride. So, now, it’s important to show up and do the work so that we get the benefit of the doubt that we’re good and we’re qualified to be doing this kind of work, because why else would busy executives and association leaders come on our shows if we weren’t who we said we were? So, this is why we can charge a lot more than a podcaster can charge. We are giving them much more value in terms of this level of authority and expertise by being part of our network, by being part of your network, and by hosting a show on our platform.

Lee Kantor: [00:01:41] So, that’s important for them to really understand. And they’ve got to believe that it’s true. And that’s a lot of what we do in terms of coaching and consulting with our clients, is to give them the confidence and the belief that they are good enough to get these big shot CEOs in the studio as guests on their show. That they are good enough, their show is worthy to have the president of the association come on the show to talk about the work that they’ve done, to have the president of the Chamber of Commerce come on the show that they host. They are good enough to do this because these people come on our shows all the time.

Jeri Royce with Esperança, Gail Baer with Jewish Family & Children’s Service, Andrea Claus with Bivens & Associates

December 17, 2019 by angishields

Charitable Giving and the Economics of Higher Purpose

Jeri Royce with Esperança, Gail Baer with Jewish Family & Children’s Service, and Andrea Claus with Bivens & Associates broadcasting live from the Valley Business Radio studio in Phoenix, Arizona

Valley Business Radio

Jeri Royce with Esperança, Gail Baer with Jewish Family & Children’s Service, Andrea Claus with Bivens & Associates

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Jeri Royce, Esperança

Jeri Royce is President and CEO of Esperança. Esperança’s mission is to improve health and provide hope for families in the poorest communities of the world through sustainable disease prevention, education, and treatment. Derived from the Portuguese word for “hope,” Esperança has been dedicated to transforming lives since its inception in 1970. The Arizona-based nonprofit began its mission abroad, serving the most under-resourced and poverty-stricken communities throughout the Central Amazon Region. While providing health education and volunteer medical care, including surgical procedures, Esperança quickly became known as a symbol of hope to those that have learned to live hopelessly. It remains the same nearly 50 years later.

Today, Esperança continues to provide medical missions and community development in Peru, Mozambique, Ecuador, Bolivia and Nicaragua. And its domestic program in Phoenix partners with Title I schools, dental clinics, HUD Housing, and community centers providing health literacy education and resources to adults, children and seniors. Esperança is more than doctors, donors and volunteers. It is activists, community members and global citizens. The nonprofit envisions a world where communities across the globe have the tools, training, and support to achieve optimal health through access to clean water, stable sources of food, disease prevention, health education and ecological home-building.

Jeri is an accomplished leader with a distinguished career leading operational, business development, program development, and fundraising functions. With over 25 years of experience in local and national nonprofit organizations, she has a successful track record of building and leading strong partnerships and highly successful teams. Having founded her own consulting firm, 3P-Leadership, Jeri specialized in leadership development offering training programs, team-building, individual/group coaching services and Interim Executive Director/CEO Services. Jeri served as a capacity-building consultant in the Virginia Piper Trust ATLAS and Good Governance programs and has previously served as Interim ED for Lead for Good, Arizona Public Health Association and Arizona Asthma Coalition. After one year as Interim CEO for Esperança, she accepted the position fulltime in March 2018.

Connect with Jeri Royce on LinkedIn, and follow Esperança on LinkedIn, Facebook, Twitter, and Instagram.

Gail Baer, Jewish Family & Children’s Service

Gail Baer is Vice President of Philanthropic Services of Jewish Family & Children’s Service, a non-profit, non-sectarian organization that strengthens the community by providing behavioral health, healthcare and social services to all ages, faiths and backgrounds. JFCS’ goal is for a future where families are strong, where elders are cared for and where children are safe. The dedication to the mission is strengthened by a commitment to core Jewish values that honor community and the continuity of the generations. JFCS programs and services include: counseling, mental health assessment and treatment, early childhood trauma assessment and treatment, child crisis intervention and rehabilitative services, support for victims of domestic violence, substance abuse, work force readiness & high school equivalency exams for teens in foster care.

During her time at JFCS, Gail has partnered with the Jewish Community Foundation to develop and grow the JFCS Legacy Society, a comprehensive planned giving program; created the JFCS Professional Leadership Development Program; as well as played a key role in the Sojourner Center affiliation and in developing its fundraising program. As the Vice President of Philanthropic Services, Gail oversees all fundraising for the annual campaign and legacy giving program, grants, marketing, and the JFCS volunteer program. Prior to JFCS, Gail served as the Vice President of Major Gifts at Valley of the Sun United Way and was also the past President of Congregation Beth Israel. She holds a Bachelor of Science degree from Cornell University.

Connect with Gail Baer on LinkedIn, and follow Jewish Family & Children’s Service on LinkedIn, Facebook, Twitter, and Instagram.

Andrea Claus, Bivens & Associates

Andrea Claus is an attorney with Bivens & Associates, one of the largest and most experienced law firms in Arizona that practices exclusively in estate planning, probate and trust administration, elder law, and special needs law. The firm represents individuals, banking institutions, government agencies, and licensed fiduciaries. The attorneys at Bivens & Associates have a combined 40 years experience.

Andrea is the firm’s Director of Estate Planning, Probate, and Trust Administration. Her areas of expertise include estate planning, probate and trust administration, charitable planning, business formation, and business succession planning. She has experience in planning for both taxable and non-taxable estates.

Andrea is active in the planned giving community and currently serves on the Board of Directors for UMOM and is a Member of the Honor Health Wealth Advisory Board. She has been involved with the Planned Giving Advisory Board for SARRC and has counseled several other non-profits regarding planned giving. Andrea regularly speaks to donors on behalf of non-profits regarding planned giving options.

Connect with Andrea Claus on LinkedIn and follow Bivens & Associates on LinkedIn, Facebook, and Twitter.

BRX Pro Tip: Co-Marketing Co-Branding

December 17, 2019 by angishields

BRX Pro Tips

BRX Pro Tip: Co-Marketing Co-Branding

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Co-Marketing Co-Branding Transcript

Stone Payton: [00:00:01] Welcome back to BRX Pro Tips. Stone Payton, Lee Kantor here with you. Lee, I have become really enamored with this whole idea of collaborating, co-marketing, and co-branding. What have you learned, what are your observations about that approach to go into market?

Lee Kantor: [00:00:19] Yeah, I think this is a really important part of any studio partners business and even some of your clients in the shows that are being sponsored, part of their business. If they can find complementary businesses to co-brand with their co-market worth, it makes everybody’s job a lot easier. And when you’re coming at it from being the media, you have a lot of assets to offer and it should be pretty easy to find complementary businesses that want to partner with you. I know that here in town, we partnered with the ATDC, we partnered with Sandy Springs Innovation Center, we partnered with Georgia State University.

Lee Kantor: [00:00:57] There’s lots of places that we can go to partner and to elevate our brand and elevate our brand ubiquity in the market, because everybody wants the media to show up at events. Everybody wants to be interviewed by the media. So, it’s easy to use that in that manner. And it’s also important for you to share to your clients and your sponsors that, “Hey, there are the media, too, and they can use their brand to build relationships with these complementary businesses that can help them in their niche, whatever industry that they serve.” So, co-branding and co-marketing is a great way, an inexpensive way to expand your brand in your market.

Stone Payton: [00:01:37] And my counsel on this is basically take the meeting, even if someone at initial blush doesn’t look like they would be a good prospect for you, they may very well be good in this regard. Take the meeting, you’ll learn something. It’ll stimulate your thinking. It might really work out for you. So, take the meeting.

Thomas Brooks with Windham Brannon

December 16, 2019 by angishields

Atlanta Business Radio

Thomas Brooks with Windham Brannon

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Thomas Brooks has over 25 years of experience in handling valuation and litigation support matters. He specializes in guiding clients with the valuation of their businesses, business interests, and intangible assets for mergers and acquisitions, gift and estate planning, financial and tax reporting, charitable giving, strategic planning, shareholder disputes, commercial litigation, and marital dissolution. Tom has worked with businesses of all sizes, including start-up companies to larger companies with over $1 billion in revenues.

Prior to joining Windham Brannon, he was a Senior Manager in the Valuation practice of a leading tax and advisory firm. As a licensed CPA in Georgia, Accredited in Business Valuation (ABV) and as an Accredited Senior Appraiser, Tom often speaks for organizations such as the Atlanta National Association of Certified Valuation Analysts chapter, the Georgia Society of Certified Public Accountants and Atlanta Alumni of Retired Revenue Agents. He has also presented for Georgia Tech and LaGrange College accounting students and at Merrill Lynch seminars.

Tom’s professional experience includes Estate & Gift Tax Valuation, Financial Reporting Valuation (ASC 805/350/718), Intangible Asset Valuation, and Litigation Support.

He’s involved in the American Institute of Certified Public Accountants, Georgia Society of CPAs, American Society of Appraisers, and Atlanta Estate Planning Council.

Follow Windham Brannon on LinkedIn, Facebook and Twitter.

Topics and Questions in this Interview

What does Windham Brannon do?
What is business valuation?
What does business valuation look at?
Why does a company need business valuation?
What type of businesses would benefit from business valuation?

A Healthy Atlanta: Adrienne Polite with Good Samaritan Health Center of Cobb, Brian Sanders with About You Family Medicine and Nate Bernard with CMDA Atlanta

December 16, 2019 by angishields

Velocity Radio

A Healthy Atlanta: Adrienne Polite with Good Samaritan Health Center of Cobb, Brian Sanders with About You Family Medicine and Nate Bernard with CMDA Atlanta

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Brought to you by

Adrienne Polite is a wife to Nathan and a mom to Mia and Max (ages 8 and 5). She graduated from medical school at Kansas City University of Medicine and completed a Family Practice Residency at Doctors Hospital in Columbus, Ohio.

Adrienne became passionate about caring for the underserved during residency and has worked in that area since graduation. Currently, she serves as the Quality Director at Good Samaritan Health Center of Cobb.

Brian P. Sanders, MD is Board Certified in Family Medicine. He graduated from Wake Forest School of Medicine in 2013 and subsequently, Oregon Health and Science University Family Medicine Residency in 2017.

Brian offers many services in his office. For instance, Dr. Sanders is an expert in preventative care, chronic disease management, and office-based procedures for patients and families of all ages.

As a result of his medical training, Brian has incorporated many values into his practice of medicine. Above all, Dr. Sanders values continuity of care, transparency of pricing, evidence-based medicine, shared decision making, and lowering of medical costs.

Outside of work, Brian enjoys gardening, spending time with his sister and her family (why he moved back to the Southeast from the beautiful Pacific Northwest), and adventuring with his dog, Bruno. After moving throughout the US in his 20’s, the changing landscape and progressive development make him proud to set his roots in Atlanta.

Connect with Brian on LinkedIn and follow About You Family Medicine on Facebook, Twitter and Instagram.

Nate Bernard, Atlanta Area Director for CMDA, has been married to his wife for 26 years and they have 2 daughters in college. He holds a Masters in Health Administration and a Masters in Health Information Administration.

Nate worked in the corporate world of Atlanta for 12 yrs as an IT project manager for Fortune 100 companies before going to seminary to be a pastor. He now also holds a Master of Divinity.

About Your Host

Normanie Ricks is a decorated former officer of the United States Navy. She has an authentic compassion for cultivating long-term relationships based on trust and value. She has spent her career serving the healthcare sector as a Rehabilitation Clinic Manager and Occupational Therapy Clinician. Beyond those titles, she serves as an influential part of the community, dedicating her time as a mentor, volunteer, and patient advocate.

Identifying a need for more community health programs, Normanie obtained a certification in Non-Profit Management from the University of California Los Angeles (UCLA), a Master’s degree in Occupational Therapy, and a Bachelor’s degree in Health Promotion from the University of Alabama at Birmingham (UAB). To date, her most notable career accomplishments are leading and managing operations of the Wounded Warrior Program at the United States Naval Hospital in San Diego; creating and developing an Occupational Therapy Neonatal Intensive Care Program; serving as a key member in Navy Medicine’s first study on targeted muscle re-Innervation and nerve transfers for amputees; and participating in vision research for soldiers who have sustained traumatic brain injuries during conflicts.

Along with her endeavors, Normanie is an advocate for children with disabilities, both in the United States and abroad. Traveling globally, she has serviced youth communities in Japan, Nicaragua, Honduras, and Zambia. She was recognized by The American Red Cross for assistance in fundraising events that contributed to over $110,000 raised for humanitarian relief. As a global mentor, she continues to volunteer her time and knowledge to teaching Occupational Therapy to students attending various universities.

Currently, Normanie is the owner and operator of Achieve Occupational Therapy Solutions, Inc. where she provides rehabilitation to individuals who are affected with neurological deficits that alters their vision and limits their ability to perform well in school, work, and life in general. Continuing to serve her community in every aspect, she also serves on the board of the East Cobb Lions Club, which provides free vision screenings for the school systems in Georgia.

Normanie’s dedication to learning is no surprise, as she has always been a scholar. She was a member of the Beta Club, The High School National Honor’s Society, and graduated in the top 5 percent of her class. She accomplished all of this while also being a student-athlete. Talk about an amazing woman! As a well-recognized track athlete, Normanie was named Track Woman of the Year by the Atlanta Track Club, won two state championships and set several school and state records. She frequently medaled at the Junior Olympics. However, her successes did not stop there, in college, she was also inducted into the National Honor’s Society, was named the Coca Cola Dean’s Scholar, Who’s Who in Colleges and Universities, and Conference USA student-athlete of the month. In graduate school, she served on the executive board of the Student Government Association; was recognized for Excellence in her Evidence-Based Practice Thesis; and served as the Commencement Speaker for the Occupational Therapy Graduating Class of in 2012.

Normanie has always held a passion for education and healthcare. Her past accomplishments in academics and sports are what led her to fulfill her passion in serving her community in every way. As the host of “A Healthy Atlanta,” Normanie will continue to display her dedication by sharing knowledge, and finding innovative ways and connections to serve communities domestically and globally.