Tucson Business Radio: Conscious Capitalism Ep 12
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GUESTS:
Rachael Collins
Chief Inspiration Officer & Problem Solver at Partners in Prosperity
Rachel Collins rc@transformurbusiness.com
Web: www.transformurbusiness.com
span data-contrast=”auto”>Linkedin: linkedin.com/in/rachaelcollinsconsultant
Rachael Collins is an entrepreneur who has been successful strategic management and organizational effectiveness consultant for 30 years. She is a communication, business & motivation expert who provides business improvement expertise to improve organizational effectiveness, insight and recruiting savvy to help her clients increase profitability, productivity, organizational energy, employee commitment and customer satisfaction in alignment with strategic goals. Ms. Collins has worked with industries and companies of every type and size from start-ups to national brands.
Anthony Martinez, MSW, JD
President, Founder & CEO at Zenitra Strategic Consulting
Adjunct Lecturer of Ethics & Law at University of Arizona – Eller College of Management
Anthony Martinez aumartinez01@yahoo.com 520-304-8725
Linkedin: linkedin.com/in/anthonyumartinez
Mr. Martinez spent 30 years in the military and reserves as well as a varied career in mediation, consulting, leadership of start-ups and non-profits, Board advisement, Hispanic Chamber development and as a Professor of Ethics and Business Law for 17 years at multiple universities. His key competencies center on Strategic Management, Legal Environment of Business, Ethics, Business Law, Leadership Dynamics, and Organizational Behavior. He holds a J.D. in Law from AZ State University, M.S.W. from the University of California and a B.A. in Sociology from University of San Francisco.
About Your Hosts
McCraren Compliance
sarah@mccrarencompliance.com
Sarah McCraren is CEO and President of McCraren Compliance and is a Tucson native with a strong sense of community. Sarah spent many years in the corporate finance world specializing in the operational analysis, measurement and accountability systems, project management and software implementations. However, Sarah wanted to do work which was meaningful and would positively impact her community. She found that saving lives and reducing injuries through comprehensive safety programs fit that bill. Sarah leads the McCraren Compliance team by keeping everyone focused on their primary purpose and balancing the needs of all their stakeholders.
Sarah serves on the Board for the Society for Mining, Metallurgy and Exploration Tucson Chapter, Southwest University of Visual Arts, Conscious Capitalism Arizona and are active with the Arizona Builders Alliance, Arizona Rock Products Association and Arizona Transportation Builders.
Follow McCraren Compliance on LinkedIn and Facebook.
Retirement Evolutions
jneis@retevo.com
www.retevobiz.com
Jeremy Neis is an Investment Advisor with Retirement Evolutions and a small business operator fueled by the desire to enrich the life experience. He grew up in the Chicago area and chased the sun to get a degree at the University of Arizona in human and organizational communications. After doing so, he returned to Illinois where over the next 15 years he would find joy in co-launching and growing a technology solutions company and establishing a family. In 2014 he returned to the desert to join his current venture, Retirement Evolutions, where his focuses are: (1) Conduct planning with individuals and families so that they can maximize the likelihood of leading secure and comfortable retirements. (2) Through the business services arm, Resourceful, empower business leaders to care for the people that they will rely upon to be thriving, sustainable organizations.
Jeremy is a proud contributor to the Conscious Capitalism movement as he views it as a powerful vehicle to bring about greater prosperity and reduced suffering for our human family. Over his career, he has had the privilege to work closely with hundreds of different enterprises across many markets and industries. A common theme emerges among those firms that he’s seen excel and that is to be great not just with what they are bringing to market, but also with the manner in which they are doing so.
Connect with Jeremy on LinkedIn and follow Retirement Evolutions on Facebook.
ATDC Radio: Greg Coonley with Wahsega
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Greg Coonley is a Georgia Tech Graduate with a EE degree. He worked for Motorola designing 2-way RF pagers as well as manufacturing lines for the pagers.
Greg founded an embedded operating system company (Unicoi Systems) in 2002. Unicoi is still going strong and provides a full suite of embedded software offerings.
Greg founded Wahsega in 2015. Wahsega is an IOT Life Safety, Mass Notification company with an initial focus in the K-12 market segment. Wahsega manufactures a wide range of communication equipment from IP speakers, IP Displays, IP Intercoms.
ATDC Radio: Ben Andrews and Rad Harrell with ATDC
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Statewide Program Manager Ben Andrews joined ATDC as Community Engagement Coordinator in the fall of 2017. After graduating from the Georgia Institute of Technology’s Scheller College of Business in 2009, Ben began his career working for the Community and Economic Development Department for the city of Americus. While working for the city, he earned his MBA from Georgia Southwestern State University.
In 2013 he was promoted to department director, becoming the youngest senior staff member in the city’s modern history. Ben oversaw a variety of boards and authorities, and worked with recruiting, retaining, and assisting small businesses. He was regularly invited to speak at various conferences about the work being accomplished by him and his team in Americus.
In 2016 he returned to Atlanta to work for the American Cancer Society in the role of Senior Market Manager for Community Engagement. There he worked with various verticals within the Atlanta market, ranging from fundraising to mission delivery.
Outside of work Ben is active in his community. He has served as a board member for several non-profit organizations and has worked to address issues ranging from affordable housing and cyclist and pedestrian safety, to improving childhood literacy. He has managed capital campaigns for various charitable organizations.
Currently, he is a board member of GeorgiaForward, a non-partisan think tank focused on policy issues across the state. He also is chairman of alumni engagement for GeorgiaForward’s Young Gamechanger program. In September 2014, Rural Leader Magazine named him one of the top four selections for its inaugural “40 Under 40” publication.
Connect with Ben on LinkedIn.
Radford Harrell is the new ATDC Startup Catalysts in Savannah, Georgia. In that role, he will manage the ATDC @ Savannah programming and work with entrepreneurs looking to build technology companies and product-based startups in the greater Savannah region.
Harrell is a serial entrepreneur. His most recent venture was as CEO of TalentSoup.com. After serving in the U.S. Navy, Harrell earned a bachelor’s degree in industrial design from Auburn University, where he was a Dean’s List graduate. He relocated to Savannah from Atlanta in 2009, and has been active with the Creative Coast in Savannah ever since.
Connect with Radford on LinkedIn.
ATDC Radio: Kell Canty with Verady, Anthony Maley with Vouch and Chris Maurice with Yellow Card Financial
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Kell Canty has over 25 years of experience in technology development and building companies that capitalize on identity, audit, and payments utilizing advanced technology. Kell is Co-founder of Verady, a blockchain asset accounting and audit technology company, and leads its product direction and business development efforts.
Previously in the Blockchain space, Kell started Coinpliance in 2013 as one of the first ventures to advance regulatory innovation in Bitcoin particularly in the areas of KYC and AML. He has co-founded multiple Fintech startups including a market leading real-time identity, credit, and risk assessment company that was acquired by HNC Software Inc. which then merged into Fair Isaac Corporation(FICO.)
Kell holds a BS in Computer Science from the Georgia Institute of Technology and lives in Atlanta, Georgia. He is a licensed pilot, advanced scuba diver, and volunteers locally.
Connect with Kell on LinkedIn and follow Verady on LinkedIn and Twitter.
Anthony Maley is Co-Founder and CTO at Vouch.io where he also leads strategy for products and intellectual property. Anthony has 25 years of executive and leadership experience performing CTO or Chief Architect roles for Toyota Europe, AGCO, SunTrust in both the USA and Europe.
He has extensive expertise in building innovation and transformation teams as well as designing and implementing full end to end solutions within the Blockchain, Digital, IoT and Enterprise spaces.
Connect with Anthony on LinkedIn and follow Vouch on Twitter and Facebook.
Chris Maurice is the CEO and co-founder of Yellow Card Financial. Chris started his first company in High School sourcing clothing and metalwork from India and Pakistan, giving him his first experience with international markets, partnerships, and currency exchange.
While studying finance at Auburn University, Chris and his co-founder Justin Poiroux started selling Bitcoin with the mission of giving people access to financial resources in a scalable, efficient manner. They made many mistakes and founded Yellow Card on the back of everything they learned. Chris is an Eagle Scout and was a finalist for both the 2019 Rhodes and Marshall Scholarships.
Follow Yellow Card on LinkedIn and Facebook and connect with Chris on Twitter.
ATDC Radio: Betsy Plattenburg with Curiosity Lab
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Betsy Plattenburg has been connecting corporate innovation teams and startups for mutual benefit for more than a decade. She created both the Industry and Investor Connect programs at ATDC and has worked as a consultant advancing innovation.
Curiosity Lab is a unique economic development innovation investment that has allowed her to facilitate innovation in the smart city, IoT and mobility space on a global scale.
Connect with Betsy on LinkedIn and follow Curiosity Lab on Twitter.
BRX Pro Tip: Remember PR Firms
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BRX Pro Tip: Remember PR Firms Transcript
Stone Payton: [00:00:01] And we are back with Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. Lee, sometimes, we find something that works so well, and then we don’t do it anymore for a while. At least, I’m guilty of that. For today’s topic, I would like to reinforce, remember your PR firms.
Lee Kantor: [00:00:20] Right. PR firms are an ally in your quest to serve the marketplace and to get new clients because companies that hire PR firms can afford to hire you and sponsor work there. And if you’re an ally to the PR firm, you can educate them to show how they can leverage your studio. And then, they can sponsor a show on behalf of their clients. So, I would recommend having regular—I would invite PR firms on shows, first of all, semi-regularly and do maybe a PR series periodically. And you invite them on to just talk about their work, number one.
Lee Kantor: [00:00:56] Number two, I would, also, periodically reach out to them and say, “Hey, remember, if you have any clients that are good for us, please send them our way.” We’re very—they should be friends with the—you should be friends with all the PR firms in your market. And then, periodically, have meetings with them to explore ways to work together where you can offer them maybe a PR firm discount, or they get like agency discounts. You charge one rate, and they get 15% agency fee for making that referral.
Lee Kantor: [00:01:27] So, it’s a way for them to make money. It’s a way for them to refer clients. You can explain to them how they can use the platform to create content because that’s one of the biggest challenges PR firms have with their clients is creating enough content for them. So, there’s lots of ways for you to work together with the PR firm, some of which is guest acquisition, but it’s also services you can provide for the PR firms.
TMBS E15, Mitch Steven, Self-employed RE Investor
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Mitch Stephen has been a self-employed RE investor for 25+ years. His real estate investing career started at the age of 23 when he read “Nothing Down” by Robert Allen.
Mitch Stephen has purchased well over 2,000 houses in and around his hometown of San Antonio, TX. A high school graduate, who never stopped learning. Books, CDs, seminars, and webinars were his classroom.
Today he specializes in owner financing properties to individuals left behind by traditional lending institutions and giving new life to properties that scar the neighborhoods.
He has perfected a method of achieving cash-flow without having to be a landlord and without having to rehab properties. He’s mastered the art of raising private money and the classic “Nothing Down” deal.
He has pioneered the idea that you don’t have to give discounts to sell your notes.
A passionate speaker who delivers the message of integrity first and profits second; an expert at keeping it simple and explaining, in plain English, the theories that made him financially independent. He is always an inspiration to those around him.
REAL ESTATE INVESTOR:
Mitch, together with his wife, Tommi, and his daughter, Shannon purchased their fair share of local houses. Their company, Independence Day, Inc., has bought and sold over 2,000 properties in and about San Antonio, Tx since 1996. This company specializes in buying distressed properties with OPM and selling those properties with Owner Financing.
Cash4Houses.NET (Buying Site)
Homes2Go.NET (Selling Site)
MoatNoteServicing.com (Note Servicing)
STORAGE FACILITY OWNER:
The Stephen family built wealth by purchasing very affordable homes, selling them for double the cost, and owner financing the sale by creating a note to their buyer. In 1991 the family made plans to keep their wealth and create “Forever Money” by acquiring Self-Storage and Boat Storage facilities primarily around Canyon Lake where they live in Texas. They started with 13 boat storage’s around the lake, and the storage business has grown to over 1,100 storage doors in 16 locations:
CanyonLakeStorage.com
FlourBluffStorage.com
RockportFultonBoatStorage.com
AUTHOR:
Mitch is the author 3 books:
MY LIFE & 1,000 HOUSES:
Failing Forward to Financial Freedom
MY LIFE & 1,000 HOUSES:
200+ Ways to Find Bargain Properties
MY LIFE & 1,000 HOUSES:
The Art of Owner Financing
For more info about these books go to 1000houses.com/the-book
EDUCATOR:
Mitch offers Online Education, Group Coaching, and Full-on Mentorships as it relates to all the aspects of Owner Financing.
Mitch’s personal expertise includes; Raising Private Money, Finding Bargain Properties, Negotiating Favorable Terms, Dealing with Renovations and Contractors, Selling Houses, Selling Notes with little to NO Discount, and helping others deal with every day throws of life in business. He is very familiar with Dodd-Frank, RMLOs, S.A.F.E. Act, Texas Property Code, Truth-in-Lending, R.E.S.P.A. and the legal options available in the owner finance domain. 1000Houses.com
Mitch forged the creation of a mass texting software, LiveComm.com to help solve problems that arise when you get numerous calls from bandit signs advertising Owner Financed Houses. http://LiveComm.com
Mitch as recently been named one of the Top 9 RE Investors to follow on Twitter.
Nine Twitter Accounts For Aspiring Real Estate Investors To Follow
Check out this article and the great company of fellow RE Investors Mitch is proud to be associated with.
Tech Talk, Technology in Accounting & Finance Ep 4
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GUESTS
Amy Chavez, CPA, ABV
Tax, Accounting and Valuations
R&A CPAs
4542 E. Camp Lowell, Ste. 100
Tucson, Arizona 85712
(520) 881-4900
achavez@randacpas.com
www.randacpas.com
SOCIAL MEDIA: Facebook | LinkedIn |
Amy is the shareholder leading the Tax and Accounting divisions at R&A. She specializes in tax compliance and consulting. Amy has clients in a variety of fields including aerospace manufacturing, restaurant and hospitality industries. In addition to her work in the fields of tax and accounting consulting, Amy is also accredited in business valuations. She received her degree in accounting from the University of Arizona.
Business info:
R&A CPAs supports individual and business clients in achieving their financial objectives by aligning strategic solutions with their unique goals. Our comprehensive consulting services, depth of experience, and a focus on the future have enabled us to be named a TOP 400 Firm nationwide by INSIDE Public Accounting and to be recognized as one of the Southwest’s largest accounting firms. Both domestic and international clients turn to R&A as trusted partners that provide a strategic approach to tax, audit, and a comprehensive array of accounting services.
Amy is the shareholder leading the Tax and Accounting divisions at R&A. She specializes in tax compliance and consulting. Amy has clients in a variety of fields including aerospace manufacturing, restaurant, and hospitality industries. In addition to her work in the fields of tax and accounting consulting, Amy is also accredited in business valuations. She received her degree in accounting from the University of Arizona.
Michael Flowers, CPA
Flowers Rieger & Associates, PLLC
6125 E. Grant Road
Tucson, AZ 85712
(520) 327-8706
Michael@flowersrieger.com
www.flowersrieger.com
SOCIAL MEDIA: Facebook | LinkedIn |
Over forty years in public accounting have provided Mike with a very broad and diverse background involving clients from small emerging businesses to those that are better established and larger. He has concentrated on consulting to small business and has had considerable experience in various phases of public accounting, including management consulting, sophisticated income tax and estate tax planning, as well as retirement and financial planning issues. Mike is also familiar with incorporation, pension issues, and the numerous aspects of assistance to emerging and start-up businesses. Having celebrated over 35 years as the Managing Member of Flowers[Symbol]Rieger & Associates, PLLC has brought Mike much pride and enjoyment.
Business info:
For over thirty years, the Tucson CPA firm of Flowers•Rieger & Associates, PLLC, has been proudly serving the people and businesses of southern Arizona. They offer each of their clients a full range of accounting, consulting, and Tucson tax preparation services for both individuals and small businesses. Their clients work closely with their team of accountants and tax consultants, the experience of whom averages over 30 years of public accounting and consulting experience. Each member of their management team takes enormous pride in their work, and delivers excellence and accuracy above all else.
Business Services
- Certified Quickbooks Pro Advisor
- S Corporation Tax Return Preparation
- C Corporation Tax Return Preparation
- Partnership Tax Return Preparation
- Aggressive Tax Strategies and Planning
- Business Start-ups
- Entity Selection
- Incorporation and LLC Advice and Planning
- Subchapter S and LLC Consulting
- Accounting and Bookkeeping
- Monthly or Quarterly Financial Statements
- Compilation of Financial Statements
- Review of Financial Statements
- Payroll Tax Compliance
- Sales Tax Compliance
- Litigation Services
Individual
- Aggressive Tax Strategies and Planning
- Computerized Individual Tax Services – All States
- Financial and Retirement Tax Planning
- Estate Tax Planning
- Experienced in Multi-state Tax Returns
- Representation and Compromising with the IRS
- Filing of Prior Year’s Tax Returns
- New Arizona Residents Welcome
- Complete Tax Deduction Checklist Provided
- Preparation of Gift, Estate and Trust Tax Returns
