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Decision Vision Episode 89: Should I Allow or Require my Employees to Work From Home? – An Interview with Jason Jones, Cresa

October 29, 2020 by John Ray

Jason Jones Cresa
Decision Vision
Decision Vision Episode 89: Should I Allow or Require my Employees to Work From Home? - An Interview with Jason Jones, Cresa
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Decision Vision Episode 89: Should I Allow or Require Employees to Work From Home? – An Interview with Jason Jones, Cresa

Jason Jones, Cresa, joins host Mike Blake to discuss the issues raised by a work from home workforce, including managing people, workforce productivity, talent recruitment, and, of course commercial real estate lease and ownership implications.  “Decision Vision” is presented by Brady Ware & Company.

Jason Jones, Principal, Cresa

Raised in Atlanta, GA, Jason Jones attended Duke University in Durham, NC on a Navy ROTC scholarship. After graduating from Duke in 1991 with a degree in political science, he traveled to Pensacola, FL and enrolled in naval flight school. In 1993 upon moving to Virginia Beach, VA, he learned to fly the A-6E Intruder as a Bombardier/Navigator and was subsequently assigned to a fleet squadron, deploying on the USS Enterprise.

In 1997 Jason left Virginia Beach to begin a tour of duty as a navy medical recruiter in Phoenix, AZ while attending Arizona State University’s Evening M.B.A. program. After leaving the Navy in 1999 he worked for one and a half years as a civilian headhunter recruiting senior executives for health insurance companies.

Upon finishing his M.B.A. in August of 2000 and before entering the business world full-time, Jason departed on a 15-month world trip on September 18th, 2000, returning to the United States on December 18th, 2001. He later documented his travels in the book Nomad:  Letters From a Westward Lap of the World.

After returning from his trip, Jason entered the commercial real estate industry, ultimately landing at Cresa.

Jason Jones leads two service lines at Cresa: Technology Advisory Services and Remote Advisory Services. Technology Advisory Services helps clients select and implement Communications (voice, video), Connectivity (Internet) and Cloud computing strategies – especially during a relocation.  Jason and his team help clients filter the confusion of evolving technologies and ensure coordination between the real estate and IT departments. Cresa Remote Advisory Services helps companies evaluate all the critical requirements of a remote work strategy. This leads to sustainable workforce strategies that balance working remotely with working in the office. Both services leverage human resources, technology, and real estate to maximize operations, improve talent attraction/retention and accelerate financial performance.

To contact Jason, follow this link.

Michael Blake, Brady Ware & Company

Mike Blake, Host of the “Decision Vision” podcast series

Michael Blake is Host of the “Decision Vision” podcast series and a Director of Brady Ware & Company. Mike specializes in the valuation of intellectual property-driven firms, such as software firms, aerospace firms and professional services firms, most frequently in the capacity as a transaction advisor, helping clients obtain great outcomes from complex transaction opportunities. He is also a specialist in the appraisal of intellectual properties as stand-alone assets, such as software, trade secrets, and patents.

Mike has been a full-time business appraiser for 13 years with public accounting firms, boutique business appraisal firms, and an owner of his own firm. Prior to that, he spent 8 years in venture capital and investment banking, including transactions in the U.S., Israel, Russia, Ukraine, and Belarus.

Brady Ware & Company

Brady Ware & Company is a regional full-service accounting and advisory firm which helps businesses and entrepreneurs make visions a reality. Brady Ware services clients nationally from its offices in Alpharetta, GA; Columbus and Dayton, OH; and Richmond, IN. The firm is growth minded, committed to the regions in which they operate, and most importantly, they make significant investments in their people and service offerings to meet the changing financial needs of those they are privileged to serve. The firm is dedicated to providing results that make a difference for its clients.

Decision Vision Podcast Series

“Decision Vision” is a podcast covering topics and issues facing small business owners and connecting them with solutions from leading experts. This series is presented by Brady Ware & Company. If you are a decision maker for a small business, we’d love to hear from you. Contact us at decisionvision@bradyware.com and make sure to listen to every Thursday to the “Decision Vision” podcast.

Past episodes of “Decision Vision” can be found at decisionvisionpodcast.com. “Decision Vision” is produced and broadcast by the North Fulton studio of Business RadioX®.

Visit Brady Ware & Company on social media:

LinkedIn:  https://www.linkedin.com/company/brady-ware/

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

Twitter: https://twitter.com/BradyWare

Instagram: https://www.instagram.com/bradywarecompany/

Show Transcript

Intro: [00:00:01] Welcome to Decision Vision, a podcast series focusing on critical business decisions. Brought to you by Brady Ware & Company. Brady Ware is a regional full service accounting and advisory firm that helps businesses and entrepreneurs make visions a reality.

Mike Blake: [00:00:21] Welcome to Decision Vision, a podcast giving you, the listener, clear vision to make great decisions. In each episode, we discuss the process of decision making on a different topic from the business owners’ or executives’ perspective. We aren’t necessarily telling you what to do, but we can put you in a position to make an informed decision on your own and understand when you might need help along the way.

Mike Blake: [00:00:41] My name is Mike Blake and I’m your host for today’s program. I’m a director at Brady Ware & Company, a full service accounting firm based in Dayton, Ohio, with offices in Dayton; Columbus, Ohio; Richmond, Indiana; and Alpharetta, Georgia, which is where we are recording today. Brady Ware is sponsoring this podcast. If you like this podcast, please subscribe on your favorite podcast aggregator, and please consider leaving a review of the podcast as well.

Mike Blake: [00:01:04] So, today, we’re going to talk about, I think, a very timely decision. It’s certainly all over the place. The decision to allow or perhaps even require employees to work from home. So, just as a recap and spoiler alert, we started off 2020 – what sounds like 298 years ago – minding your own business when, all of a sudden, we have been cold clocked by a global pandemic known as the novel coronavirus-19. And as a result, extraordinary things have occurred in the day-to-day lives of most people and have impacted businesses in some fashion. Some businesses have been very positively impacted. If you’re in the mask business, I think you’re probably doing pretty well. And some have been very negatively impacted. You know, examples of that are going to be in hospitality and travel.

Mike Blake: [00:02:16] But for a lot of companies, you know, maybe you haven’t necessarily been all that financially impacted directly. But because of the way that experts have recommended -and I’m trying to keep this as nonpolitical as possible. I don’t understand why a virus has become political, but it has. But experts have recommended that we, basically, keep our distance from one another. The best thing that we can do to prevent ourselves from getting sick and being a carrier to others is to simply keep our distance, and to create barriers, and to limit our contact with strangers. And the more we can do that, the better.

Mike Blake: [00:02:58] And as a response to that, many companies have either created an option for their employees to work from home, where they previously hadn’t done. There are companies, like ours, that have kept the offices open but are not necessarily encouraging employees to come back. I think in our Dayton office, it’s probably a little bit more populated than our Atlanta office. I think, again, the doors are open, but we’re not exactly sending engraved invitations for people to come back in. And then, there are companies that has simply sent all their employees home, lock, stock, and barrel. Whether you want to come in or not, too bad. We don’t feel like we can make it safe. We don’t think it’s a responsible thing for our employees, for our customers, and for our community.

Mike Blake: [00:03:53] And this is created overnight. Massive challenges in terms of leadership, in terms of management, in terms of personnel development, in terms of a lot of the ways that we have been taught to lead and manage have suddenly been rendered inert and moved to the sideline. And we’ve talked a little bit about this in some of the other podcasts. We have talked to people about managing remote teams, and how do you support somebody working from home, and how do you support the work from home person. But those are very early in COVID. Those are very early in this experience in March and April in the heavy days where, I think, a lot of us thought that by now, as we record this in mid-October of 2020, if we hadn’t put this behind us, we would at least have seen a bright light at the end of the tunnel. And to that end, this is proving elusive.

Mike Blake: [00:04:58] And so, you know, we have to think now and companies are thinking in longer term. This isn’t a short term thing. And we’re finding also that some companies are doing very well with work from home. Some companies are contemplating making this permanent. And one of the upshots on this is it creates a cloudy outlook for the commercial real estate space. We don’t know if we’re going to need real estate as much as we did. Or if we did, it may be configured differently. It may be a different kind of real estate altogether. For example, I just read an article yesterday, it was on LinkedIn. I want to say it’s on The Wall Street Journal, but I’m not entirely certain. That skyscrapers are now very much out of vogue because you don’t want to stick people in elevators. And if the elevators are going 100 floors, that’s tough to do two people at a time. You’re going to have a lot of people getting sick in a lobby instead of the elevator. So, it’s opening up all kinds of unanticipated and strange kind of gyrations about decision making in this regard.

Mike Blake: [00:06:06] And so, I think, every business decision maker does have a decision in front of them, whether they’re actively pursuing it or whether they’re deferring it. At some point, you are going to have to decide whether or not you’re going to send your team, your workforce home, whether intentionally or comprehensively or whether by some sort of option. Most employees seem like to work from home, although some do not. And there’s increasing information available that suggests that working from home is, on the whole, a boon to productivity. So, that’s a long preamble, but a long preamble because this is a complicated and a very important topic.

Mike Blake: [00:06:53] And joining us today is our first repeat guest. And he was on earlier this year to talk about hiring veterans. Also, a very important topic. I’m fortunate I have a veteran working on my team now. A Marine who is extremely effective. We’re happy to have him. We’re very lucky to have him. But he came on really not to talk about his professional capacity, but Jason Jones, you know, he’s done something very, very interesting. I think very courageous. I think it’s going to be a case study someday. I really do. And that is, that he is a tenant representative, and he’ll talk about what exactly that means. But, in effect, he helps companies find commercial real estate. And he’s taken a step where he’s decided that he sees the world roughly the way that I’ve described and he’ll speak for himself in a minute. But he’s done something really interesting where, you know, the temptation would be to find all kinds of arguments why you should still come back into the office, because that’s how he makes his living.

Mike Blake: [00:08:09] But, instead, he’s taken the extraordinary step of risking cannibalizing his own business and making himself an expert on working from home, and remote management, and remote work services. And, frankly, I don’t know of anybody who has made themselves the expert on this. There are people who have written about it, but Jason has really made himself a student of it. So, we’re taking the extraordinary step. We normally like to have about a couple of years between appearances by guests. But I decided to break this rule because it’s depriving you, the listener, of the opportunity to benefit from his specialized expertise, where, frankly, there isn’t a lot of it out there.

Mike Blake: [00:08:53] So, I’m going to reintroduce my friend, and now holds the world record for appearances on the Decision Vision podcast, who is Jason Jones, who is now head of technology and remote advisory services at Cresa. And just as a reminder, Cresa is an international commercial real estate firm headquartered in the City of Washington. They represent tenants and provide real estate services, including corporate services, strategic planning, transaction management, project management, facilities management, workforce and location planning, portfolio lease administration, capital markets, supply chain management, sustainability and subleasing distribution. Formed in 1993, Cresta now has more than 60 offices and 90 employees.

Mike Blake: [00:09:39] Jason graduated from Duke University before serving in the United States Navy as an A-6 Intruder aviator. After departing the Navy, Jason got an MBA from Arizona State University and completed a 15 month solo trip around the world about what he wrote and published a book, Nomad: Letters from a Western Lap of the World. In response to the coronavirus pandemic and its impact on how businesses are thinking about real estate, Jason founded the Remote Advisory Service Practice. The Remote Advisory Service Practice helps clients leverage advances in technology in a new culture of acceptance for work from anywhere to attract and retain talent, reduce expenses, and reimagine the workplace. Jason, welcome back to the program.

Jason Jones: [00:10:24] Thank you. It’s great to be here, Mike. And I am thrilled to hold a new world record. That is amazing.

Mike Blake: [00:10:31] Yeah. We’ll send it to Guinness.

Jason Jones: [00:10:34] That’s what I was hoping. Wonderful. It’s great to be here and it’s always good to see you. I just enjoy being with you. And I really have a high regard for what you’ve done with Decision Vision.

Mike Blake: [00:10:45] Well, thank you. I do appreciate that. As I said, it’s nice to hear there’s at least one listener out there. So, we didn’t really get into this in the last program because that wasn’t the topic. So, we’re going to get into it now. And the first question is, describe your day job and, maybe, from a perspective pre-coronavirus in particular, what was your day job then? And kind of what did your service profile typically look like?

Jason Jones: [00:11:12] Sure. And I will tell you that I, personally, I’m a bit of an odd duck in the commercial real estate industry. But what I’ll do, I think, is most relevant is describe the business model of my company and then how I fit in. But the business model of Cresa, as you so well described, is, we are advocates for the occupier of space. Cresa is an acronym, Corporate Real Estate Service Advisors. So, we serve and advise our clients who are the occupiers of corporate real estate. And that’s 99 percent, for us, means office space and warehouse space.

Jason Jones: [00:11:51] And our job is to act as an advisor helping companies and nonprofit organizations develop their strategy for where they should have an office or a warehouse. How much space should they have? How should it be designed? And then, once we figure those things out, we go to the market. We help find the best fit, maybe three to five options, allow them to compete for our client’s business in an ethical manner that drives prices down, that drives concessions up. And then, ultimately, we help them implement moving into that space by managing the relocation project or the construction project. And then, once that’s done, or perhaps even at the very beginning of the process, if they’re already in space, we help them go through that process and renew their office or warehouse at better terms than they would be able to otherwise. So, it’s a real estate strategy and implementation business.

Mike Blake: [00:12:53] So, all the years I’ve known you and as long as I’ve known you’ve been with Cresa – I think I’ve known you since you started – but I don’t think I ever knew what it stood for. And I should have known it was an acronym, but I never asked. That’s a bucket list item that’s been ticked off.

Jason Jones: [00:13:10] Yeah. Perfect.

Mike Blake: [00:13:13] So, we’re going to get sort of a second piece of value out of you here, because this story intersects with something that I think a lot of people are facing in the coronavirus environment, which is, your business has clearly been – or at least it seems to me – has been disrupted. So, March, April rolls around, the world changes rapidly, and it’s unclear where it’s going to change to. People start being sent home en masse. What starts going through your mind as a real estate adviser and as somebody who, frankly, makes a living on helping people find the right space and getting square footage settled?

Jason Jones: [00:13:53] Yeah. Well, immediately, the very first thing that went through my mind was business continuity, which is how are my clients, our firm’s clients, and just other companies and nonprofits going to be able to maintain business continuity? How well set up or how well prepared are they for sending everyone home? And it was, practically, overnight and it was, as you recall, mandates, government mandates, which really kind of mercifully took the decision away from leaders as to whether or not to send people home and they had to. So, that very first thought in my mind was how are companies and nonprofit organizations going to be able to continue to operate with everyone working in a totally different environment than they normally did. Do they have the technology that’s available? Because this is going to now require technology that perhaps they have and perhaps they don’t. So, that was thought number one.

Jason Jones: [00:14:53] But thought number two, very soon thereafter, Mike, just a light bulb went off in my mind right away was, “Wow.” I think that this is going to be long lasting. I certainly didn’t think it was going to be a year or more, but I did think it was going to be several months. And I thought to myself, companies are going to need help understanding how to get this balance right between working from home and then one day returning to the office when that happens. And I thought maybe it would be six months. That was my personal thought at the time. But the idea of companies now experiencing a remote workforce – and by remote, in this case, remote at home. Although, remote can mean also another office location or a coffee shop. It could mean any number of locations. But remote at home, in this case, how are they going to balance that with their central office, which they still have, they’re still paying for, and now has in a large way become a nonperforming asset. So, how can we help them balance those two things and get the right blend when the day comes that they will have no restrictions, no health care restrictions on returning to the office.

Mike Blake: [00:16:22] So, you started thinking in advance about the needs. At one point, did you start to come to a realization that this is not just a service imperative for your clients, but also probably the right business move for you personally and for the firm?

Jason Jones: [00:16:42] And, again, that was very, very early on, because I recognized – and you have to understand, if you go to the landing page for Cresa’s website in big, bold letters, it says, “Think beyond space.” So, that’s our mantra. And the reason that we can do that is because we only represent or advocate for the occupier of space, never landlords. So, we’re not solely focused on how do we fill buildings? Which a landlord, that would be their interest. The owner of property wants to fill that building. That’s their business model. Our business model is advisory services for the occupant, which includes leasing space or owning space, warehouse space, office space. But it also includes helping companies with their bigger picture business strategy that leads downstream to the support infrastructure of corporate real estate.

Jason Jones: [00:17:37] Real estate is simply support for the larger business model. So, we help companies understand how are they going to manage multiple leases? How should that space be designed to maximize the benefits of culture and help to enhance their culture? How can they use space to maximize the retention and recruitment of talent, bringing in the best and the brightest? How can they use technology to enhance the workforce experience so that they can have higher productivity and greater engagement with their employees? So, there’s a bigger picture that our company takes. And it’s not just focused on space, it’s focused on the holistic approach to a company’s business. And then, we solve a lot of these business problems by leveraging real estate and beyond, which gets into how I’m a bit of an odd duck in the corporate real estate industry, which is through technology, where I have a specialization. And, now, through workforce strategy, which includes remote work as one component of a larger workforce strategy.

Mike Blake: [00:18:58] So, if I’m understanding this correctly, I want to make sure this is really clear because it is an instructive piece of the conversation. It sounds like to some extent, you’ve always seen yourself, and it sounds like you believe your firm sees itself, as a consultant on optimizing real estate as an asset – well, as an operating asset and not just trying to put bodies in square footage.

Jason Jones: [00:19:27] Absolutely.

Mike Blake: [00:19:27] And that made this – I don’t want to say transition – maybe this evolution, if I can use that term. It sounds like it made that evolution more natural than it might seem on the outside.

Jason Jones: [00:19:41] Absolutely. Because, Mike, when you think about it, and every company listening, everyone making a decision out there about their workforce, my question that I pose is, how can you possibly design your office space and commit to a certain footprint, a certain amount of office space, if you don’t first know where your employees are going to be working and how they’re going to be communicating, collaborating, and ultimately using that space. You’ve got to do the work upfront on the workforce strategy, which includes remote work and includes a central office. There’s tremendous benefits to both and there are challenges to both. But you’ve got to figure that out before then you go downstream and say, “Okay. Now, that we understand and have confidence in our workforce strategy, where people are going to be working, how they’re going to be communicating, collaborating. We’ve got the right technology in place. We have the right policies. We have compliance in place.” Then, we can design the space to fit that need and commit to a certain expense, a certain amount of space.

Jason Jones: [00:20:54] And, by the way, that commitment in real estate and understanding the nature of real estate is very important. It’s inflexible. You’re going to commit for a minimum of three years, but, typically, five to ten years to a certain amount of space. And while there’s some flexibility with sublease rights and expansion rights and rights of first refusal, it’s cumbersome to make changes. So, you want to get it right upfront and you want to have confidence that your plan for real estate fits the precursor conversation of what is your workforce strategy, where are people going to be working, and what is most advantageous for higher productivity, better recruiting and retention of talent, and better financial returns.

Mike Blake: [00:21:41] So, you’re typically talking to your clients at the sea level, whether it’s the CFO, COO, or CEO. What concerns are they most expressing to you about work from home/work from anywhere?

Jason Jones: [00:21:59] I think one of the biggest things that we hear is, I want to protect the culture of my organization. And there is a concern that extended work from home will have a deleterious effect on their culture. Because culture is best established within personal relationships where you’re face-to-face, you can see each other. And there’s just something that’s intangible about how that relationship is developed in-person versus remotely. But my counsel to them, and I think the real concern is, 100 percent work from home, which is basically what we’re still experiencing right now. I would say on average and this is anecdotal and we see a few statistics here and there that it’s approximately 10 to 20 percent of people are occupying their office space generally across the U.S. and Canada.

Mike Blake: [00:22:57] That’s true for us in Alpharetta.

Jason Jones: [00:23:00] Yeah. So, that’s about right. I think that’s a fair number right now. So, that’s a very large percentage that are not coming into the central shared office. And the concern is that that’s going to have an effect on their culture long term. How can they be creative? You’re missing serendipitous moments. Tim Cook of Apple was just interviewed by The Atlantic a couple of weeks ago. And he said that’s one of his great concerns. And that they have designed their office space at their headquarters to have common areas where people hangout and interact and mingle so that you can have serendipitous moments, you can have creative moments, share creative thoughts. And you can’t schedule those things.

Jason Jones: [00:23:43] But I think what’s going to happen is, as we cross the hurdle, eventually, of a post-COVID environment, now you’re going to have an opportunity for what I call purposeful collaboration. And that is a leader or a manager making a purposeful decision about when and where that person’s team collaborates, either works together or works independently. And that collaboration can occur in person or that collaboration can occur virtually with someone at home and someone at the office, or two people at home, or whatever the case may be. And I think that when you can blend those two things and find the right balance – this is back to culture – you’re going to be able to really make sure you’re getting all the benefits of the central office as well as leveraging this newfound cultural acceptance for working from home.

Mike Blake: [00:24:45] So, I think implicit in that is the glue that holds that culture theses together is communication. Without communication, there’s no community. There’s no culture. What are you seeing emerging in terms of best practices that allow easy communication among workers and across different platforms of the organization or different segments of the organization versus being overly intrusive and, you know, getting into nearly spying on your employees, basically? What are some best practices you’re seeing there?

Jason Jones: [00:25:33] Well, again, this comes back to leadership, leadership and thoughtful planning. There are many tools, software tools, telecommunication tools, to allow for communication between remote employees. We’re using one right now. This is a communication tool. And there are collaboration tools as well, software. But it’s how you choose to use them that’s most important. And I think one of my pieces of advice for organizations out there is to come up with cultural norms for how you, as a team or as an organization, communicate with each other. And examples of this would be, what are our hours when we are expected to respond to either voicemails and email and text messages so that we keep some structure and boundaries on our personal life and our home life? So, it could be, “Hey, from 7:00 a.m. to 7:00 p.m., it’s fair game.” Or 7:00 p.m. to 6:00 p.m., whatever the case may be. But after that, we have no expectation that you will reply to communication.

Jason Jones: [00:26:47] It could mean we, as an organization or as a team, are going to agree that we’re going to have our cameras on when we have a Zoom call or a RingCentral call. But on certain calls, perhaps just phone ones at the end of the week, you don’t have to have your camera on. So, we’re going to side culturally how we’re going to communicate. Visually, where we can see each other. Or where it’s okay to be walking your dog around the neighborhood while you’re on your conference call. You can do that now. Why shouldn’t you? Let’s have a cultural understanding of what’s acceptable and what’s not.

Jason Jones: [00:27:23] So, there’s a number of things that I think people can agree to. But the other key piece for communication is, making sure that you’re giving appropriate and consistent feedback to the remote employee. That’s very important. Because, otherwise, someone who is working remotely can feel they’re on an island. They can feel isolated. And they’re just not sure, “Am I meeting standards? Am I doing my job the way people want? Give me some feedback.” So, consistent, frequent, informal feedback – and everyone has to define what frequent means for them and their team. But I think that’s a key part of communication is making sure – and it goes both ways. The manager needs feedback also on how they’re doing sort of in a 360 view. But that’s what I would advise, is to really focus on good feedback, consistent informal communication, and then planned formal communication that perhaps is a little bit more often business reviews, for instance, than they may have been when everyone was in the office together.

Mike Blake: [00:28:37] You know, your comments here strike me as something that I’ve observed. Personally, I’m curious how you’d react to this. A lot of what you’re talking about, I would argue, are best practices even as of January 1st, 2020. You know, providing consistent feedback, providing protocols for communication, setting realistic boundaries. It’s interesting to me how coronavirus and the pandemic are, in a lot of ways, it’s what’s old is what’s new. It’s forcing us to revisit the fundamentals, I think, of leadership and management and be much more intentional. I guess, because being in person, maybe, sometimes gives us some margin for error that we wouldn’t ordinarily have. I’m not sure what it is, but I hope you get my meaning is that, a lot of these things you’re suggesting – I’m not denigrating them at all – but merely pointing out that these have been best practices before. But I think one of the lessons is that if they’re important before, they’re ten times as important now.

Jason Jones: [00:29:55] Yes. They’re accentuated for sure. Because if you’re in the office together, there’s a feeling you can manage by walking around, just kind of you feel it. Whereas, here, you have to be purposeful about the communication and the feedback. And, frankly, it can sharpen a leader, it can sharpen a manager to be more effective than they may have been otherwise.

Mike Blake: [00:30:22] I think that’s a great point and it gets into my next question beautifully, which is, how managers had to adapt to work from home or work from anywhere? And I think you just nailed it. And I’ll ask you to add to it if you would like to. But that ability to manage by walking around is not there. And, you know what? It reminds me, as you know I’m a big baseball fan. There used to be a player for the Yankees, Bernie Williams. He played centerfield for them. And he was not the greatest center fielder in terms of anticipating where the ball is going to hit. But he’s such a great athlete. He could basically outrun his mistakes. And with work from home/work from anywhere, you can’t sort of outwork your mistakes by managing by walking around, because that tool is not available. You must be more intentional because one of the tools for kind of making up for that just simply has been removed.

Jason Jones: [00:31:25] Yes. It’s interesting. I’ve done a lot of reading – as you mentioned, I really have become a student of this over the past several months. And there was a very interesting article about different qualities are now being rewarded and are more advantageous in a leader than there were when everyone was in the office together. So, previously a charismatic, gregarious leader had a lot of sway, had a lot of pull. But maybe, perhaps, they weren’t the most effective at actually getting things done and staying on course and staying on schedule. Now, getting things done, staying on course, staying on schedule is so important. And those interpersonal, gregarious, charismatic qualities are not as effective virtually as they are in person. So, it’s requiring different aspects of a leader to be successful. And what’s going to be really interesting is, when you get into a place where we can find the right balance between the two locations, remote and in office, and allowing both of those personalities to be successful.

Mike Blake: [00:32:40] That’s a really interesting point. So, I’m going to go off script here because I think that’s such a smart point. At least, I think so. I haven’t thought of it, but I think you’re dead right. And that is, that coronavirus really does play into the hands of the technical manager, not the technician per se, but the technical manager that understands, embraces, likes, is good at the nuts and bolts of managing, which is coordinating resources to produce the desired result within the desired constraints, whether there’s a time budget, whatever they are. And there’s value to that, the charismatic leader for sure. But the charismatic leader – I think I agree with you – because of how communication is, has to work a lot harder for those charismatic qualities to be effective. And even in the short term, they’re not even as valuable. They’ll eventually come back. But there is a point in a crisis where it’s not about charisma, it’s about execution.

Jason Jones: [00:33:49] That is correct. And so, what’s interesting and what can be helpful for organizations who are out there listening is, there are personnel assessments. So, in our consulting, we have partnerships with multiple organizations. And there’s a few that leverage personnel assessments that they’re, basically, psychological tests. Kind of like a Myers-Briggs, I mean, think about that. Although, it’s different because it’s geared towards the remote work environment. And these are important because they help organizations understand. They help people understand themselves. And they also help managers understand those who are reporting to them, those who they are leading, so they can best manage them based on their aptitude for remote work. How well they tend to focus? Are they an introvert? Do they like to work alone? Do they really need or thrive on interpersonal communication? So, you change your management a little bit depending on the employee and their personnel assessment.

Mike Blake: [00:35:03] So, we’ve talked about how managers are having to change. What changes are you seeing in how employees operate, carry themselves, seek to add value to the organizations with which they work?

Jason Jones: [00:35:17] Well, I think that really goes back to just making sure that they are having expectations set. So, asking for feedback from their managers, understanding what the expectations are so that they can meet or exceed them, and making sure that they are getting those things done. I think that’s really important. And, you know, it’s also really important –

Jason Jones: [00:35:47] I want to go back to the manager just for a second. It’s important for leadership at the top of the organization to do a good job of communicating larger mission and larger goals. And this goes back to my time in the military. This is very much of a military concept. So that the remote worker who is operating unsupervised throughout the day can make independent decisions that are congruous with, they’re in alignment with, the larger goals of the organization. So, there’s a leadership challenge here. There’s a leadership requirement to do a good job of communicating big picture goals and mission, so, again, that the unsupervised independent worker can make those decisions real time on their own that supports the larger mission. And that’s the same thing as, you know, you want your fire team out in the field understanding the big picture strategy that the battalion commander has back at headquarters so they can make decisions at the tip of the spear.

Mike Blake: [00:36:53] Right. So, let’s shift gears a little bit. You know, the office is changing, but it’s not going away. We’re still going to need and want, I think, office space. I’m going to ask you to put your futurist hat on a little bit, think a year or two from now, how do we think about office space differently? How do office spaces look and function differently a couple of years from now?

Jason Jones: [00:37:23] Sure. Well, a lot of this will depend on the organization and how they use the space, because a law firm is very different than a software development firm. So, probably, it really needs to be customized to the organization. But I think what you’re going to find is, as work from home or remote work becomes more deeply ingrained in the everyday fabric of the corporate America, nonprofit organizations, et cetera, you’re going to find the design of space to be different than before and the technology to be different than before. And so, specifically, I think you’re going to find a lot more flexibility in the way the work space is designed. You’re going to want to be able to move things around as organizations grow. And they have some people that now, maybe, they need to be in the office more often during a certain project. And then, they want to be remote during another project. So, you’re going to want some flexibility in how the furniture can be arranged.

Jason Jones: [00:38:36] So, actually, I think furniture is going to be a very important part of this. Creating environments not just through hard walls, but through the way furniture is arranged. And creating different environments for more casual, I’m going to say, coffee shop type environments. Because people are working in real coffee shops right now and they want to have that feeling and environment at the office as well. That’s what will woo them to come into the office. So, I think space will need to be designed to woo employees to want to come there, as opposed to preferring to be at home where they have their set up, and they’re very comfortable, and they feel very productive there.

Mike Blake: [00:39:23] So, that is interesting to me, because I did not anticipate you would say that. Only because before this whole thing started, I’ve read so much about how open workspaces have generally been considered to be a management experiment that has failed. They’ve been enormously disruptive. While they’ve perhaps facilitated collaboration on the margin, they’ve completely destroyed the potential for so-called deep work and deep thought.

Mike Blake: [00:39:59] But on the other hand, I mean, you’re right. Even, now, I imagine people are still working at Starbucks and people love to go out. I think people miss being able to go out to a place where they can just hangout for a couple of hours in an open space by themselves with a pair of noise canceling headphones. And that just occurred to me kind of what kind of a paradox that is. And that really sounds like you’re dancing on the head of a pin there of how do you create a space that is both open and welcoming, but also not chaotic.

Jason Jones: [00:40:33] Yes. And this is all about culture and leadership, which I go back to every time, is, it’s kind of like when I go to Starbucks or an independent coffee shop that I particularly like that’s not a Starbucks, people don’t come up and interrupt me and ask me questions. And when I go to the library, there’s a culture that it’s, “Shh. We’re in a library.” It’s quiet. And I think you can create those areas in office space. And then, there’s going to be other areas that the culture is, “Hey, you’re in the Romper Room over here.” You know, you’re going to get interrupted or this is where we’re playing games. And then, there’s going to be other places that are dedicated to heads down work.

Jason Jones: [00:41:16] And I think there’s going to be a lot of – I’ll go ahead and use the corporate name – Zoom room, which could be any type of technology. But, basically, they will be smaller rooms where people can gather together, teams, to have a video conference call and a collaboration working session with another office. And people who were doing that before COVID, it’s just going to become more prevalent now that there’s a greater, broader, cultural acceptance for using this type of technology and working remotely.

Mike Blake: [00:41:56] A management challenge has started to come to light, which is work from home/work from anywhere dress codes, where you see a lot of of jokes. I certainly use the tortured stereotype enough. You know, you see me in a three piece suit above the line. Below the line, you just don’t know what is there. And, frankly, you don’t want to even imagine or go there, right? And as people have slipped into a work from home, their personal morning routines have changed because they don’t feel like there’s a certain level of preparation. I think some companies are worried that’s gone kind of too far. Are you aware of that trend and that concern as well? And what do you see evolving in that regard in terms of work from home/work from anywhere dress codes?

Jason Jones: [00:42:53] Well, I think this goes back to two things. Again, it’s culture and leadership. So, what is the culture of our organization? What do we wear when we go into the office? That’s different for every company. But we have a culture that we all agree this is what we wear. And that same culture should apply or should be set for video conference calls. And that’s just leadership deciding either you can mandate or you can come to a collective consensus. And that’s a leadership decision as to which path you want to take. But that’s what that comes down to.

Jason Jones: [00:43:29] And that’s why I think people need to be thoughtful and purposeful. This is why we guide companies through a road map where there is a step-by-step process through which they cover all of these decisions. Everything that we’re talking about are so important to creating a thoughtful, balanced, and sustainable workforce strategy that includes remote work. So, I think people should go through that roadmap and ask these different questions of themselves and be a leader and take initiative to set those standards.

Mike Blake: [00:44:02] We are speaking with Jason Jones from Cresa on the Decision Vision podcast and talking about work from home/work from anywhere arrangements for a workforce. Jason, we’re running up against our time here. But I do have a couple of questions I want to get in here and one is, you know, as you have self-described or you described yourself as a student of this work from home/work from anywhere phenomenon, is there a company out there you think is really getting it right? Is there somebody that you say, “You know what? As a good kind of role model, this is a company that is kind of setting the standard for best practices.”

Jason Jones: [00:44:43] Well, what’s challenging about that question is it’s hard to know who is getting it right from a balanced perspective. Because most companies aren’t able to have the balance yet because there’s still a health care restriction. And, by the way, that is where the rubber is going to hit the road from a leadership perspective is, once that is removed, leaders are going to be challenged with what’s the right balance. What’s the right decision? How can I be purposeful in my collaboration? And I think that forward thinking organizations are looking at that now. They’re looking over the horizon. And there’s other leaders that are going to get caught flat footed.

Jason Jones: [00:45:29] But one company that I will tell you that is of interest and you can Google them and read, they’ve got a lot of information about work from home. It’s a 100 percent remote company, so that’s a little bit different, a little bit of an outlier. But they’ve got some good information about working remotely and they’ve done it very well, very successfully. It’s a company called Zapier, Z-A-P-I-E-R. They’re 100 percent remote. They’ve been around since 2011. So, they’re successful. They have over 300 employees in 28 countries. Now, they have a business model. It’s software development that lends itself to that. But if you want to read some interesting information about how they do it, I think you could pick some nuggets out of there for your organization that very, very likely will need a balanced strategy to be sustainable.

Mike Blake: [00:46:26] Jason, it’s been a great conversation. We could make this an all day seminar. But, of course, we don’t have the ability to do that. If somebody has questions about this work from home/work from anywhere phenomenon, either as an employer or employee, can they contact you with a question? And if so, how best can they do that?

Jason Jones: [00:46:45] Absolutely. And I want to say two things. You can always Google my name, Jason Jones, Atlanta, and I’ll pop right up. So, that’s probably the easiest to remember. My email address is jjones@cresa.com. And I do a webinar every second and fourth Tuesday of the month at 2:00 p.m., Eastern. We’ve been doing it for three-and-a-half months now, where we talk about the challenges and the benefits of remote work and the road map to navigate your way to a successful strategy. So, if that is of interest, it’s free. There’s no charge. We have people come on all the time. And, again, it’s very easy to schedule, it’s every second and fourth Tuesday of the month.

Mike Blake: [00:47:32] Well, thank you, I have a feeling you’ll get some takers on that. That’s going to wrap it up for today’s program. I’d like to thank Jason Jones so much for joining us and sharing his expertise with us. We’ll be exploring a new topic each week, so please tune in so that when you’re faced with your next executive decision, you have clear vision when making it. If you enjoy these podcasts, please consider leaving a review with your favorite podcast aggregator. It helps people find us that we can help them. Once again, this is Mike Blake. Our sponsor is Brady Ware & Company. And this has been the Decision Vision podcast.

Tagged With: Brady Ware & Company, commercial real estate, corporate office tenant representation, CRESA, Jason Jones, Michael Blake, Mike Blake, Productive Workforce, productivity, tenant representation

Recruiting a Diverse Workforce, with Allison O’Kelly, Corps Team

October 27, 2020 by John Ray

NFBR-Allison-O'Kelly
North Fulton Business Radio
Recruiting a Diverse Workforce, with Allison O'Kelly, Corps Team
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Recruiting a Diverse Workforce, with Allison O’Kelly, Corps Team (North Fulton Business Radio, Episode 299)

Corps Team Founder and CEO Allison O’Kelly joins host John Ray to discuss the increased efforts companies are making to employ a diverse workforce, tips for companies seeking to widen diversity in their ranks, and much more. Allison also addresses job seekers who are candidates for diversity hiring. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Allison O’Kelly, Founder and CEO, Corps Team

Allison O’Kelly is the Founder and CEO of Corps Team and a talent acquisition expert who partners with CEOs, executives and hiring managers to recruit exceptional talent into their organizations.  Allison has grown her business from an idea to a search and staffing firm that has placed thousands of professionals in companies nationwide.

Prior to Corps Team / Mom Corps, Allison was a CPA with KPMG in Atlanta, and was in a Leadership development program with Toys R Us where she served in various roles including launching the original Babiesrus.com site, Store Director of an $11 million Toys “R” Us Store, and multi-unit store management.

Allison has been recognized in the news media (TODAY Show, Wall Street Journal, CNN, Forbes) and awarded on a national level (EY Winning Women, Working Mother, Inc. 500, Conference Board). Corps Team was named a Top 20 Woman-Owned Business in the Atlanta Business Chronicle in 2019.

Allison’s current nonprofit boards include the Alliance Theater, Harvard Business School Club of Atlanta, Galloway School Annual Fund, and UGA Terry College Emeritus Alumni Board. Allison received her MBA from Harvard Business School and her BBA in Accounting from the University of Georgia. Allison is a CPA, licensed in Georgia

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Questions/Topics Discussed in this Show

  • Tell us about what you are seeing here in Atlanta regarding diversity hiring?
  • Is it increasing significantly?
  • What are some of the businesses where you are seeing more diversity hiring? Can you cite an example?
  • What positions are you seeing an uptick in diversity hiring?
  • Do you have any tips for those who will be applying for these jobs?
  • Tips for your clients who are trying to include more diversity among their ranks?
  • What are some goals for companies to keep in mind before they begin this process? What should they think about?
  • How does diversity hiring change the way you conduct advertising?
  • How if at all has the pandemic affected hiring in general, but in regards to diversity hiring?
  • How should diverse candidates approach this new hiring process?

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show can be found on all the major podcast apps by searching “North Fulton Business Radio.”

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: Allison O'Kelly, Corps Team, diversity, diversity hiring, Mom Corps, Recruiting, recruiting agency, search firm, staffing, staffing firm, talent acquisition

Lauren Hisey, Lauren Hisey Consulting, Continuous Improvement Consultant & Coach

October 27, 2020 by John Ray

Lauren Hisey Consulting
North Fulton Business Radio
Lauren Hisey, Lauren Hisey Consulting, Continuous Improvement Consultant & Coach
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Lauren Hisey, Lauren Hisey Consulting, Continuous Improvement Consultant & Coach (North Fulton Business Radio, Episode 298)

Lauren Hisey of Lauren Hisey Consulting joins host John Ray to discuss how she helps companies address revenue and expense challenges through continuous improvement consulting and coaching. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Lauren A. Hisey, Founder, Continuous Improvement Coach and Consultant, Lauren Hisey Consulting

Lauren Hisey is not your typical consultant or coach. She uses a calming influence, Continuous Improvement, Lean Six Sigma, AI knowledge through regular conversations to help create effective change within any business. Lauren helps businesses to improve profitability and culture to drive sustainable growth.

She has spent 13 years living and breathing Continuous Improvement as a coach, consultant, trainer, and speaker with different sizes businesses, universities, podcasts, and various networking associations.

Lauren has been an employee and a business owner.  She loves the innovation and creativity that entrepreneurship provides. My career has spanned different parts of the corporate world from TA/HR, Sales, Operations, Product Leadership, and Technology. She loves solving problems and  helping people and businesses to succeed.

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Questions/Topics Discussed in this Show

  • What is Continuous Improvement?
  • Can Continuous Improvement be applied to all sizes of businesses?
  • How can it be applied?
  • How do you work with your clients?
  • How do you help or determine if they need coaching or consulting?

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show can be found on all the major podcast apps by searching “North Fulton Business Radio.”

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: Coaching, consulting, continuous improvement, Lauren Hisey, Lauren Hisey Consulting, Lean Six Sigma

Sean Wild, Pennsylvania Oral Surgery & Dental Implant Centers and Practice Metrix

October 27, 2020 by John Ray

Pennsylvania Oral & Maxillofacial Surgery
Dental Business Radio
Sean Wild, Pennsylvania Oral Surgery & Dental Implant Centers and Practice Metrix
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Sean Wild, Pennsylvania Oral Surgery & Dental Implant Centers and Practice Metrix (“Dental Business Radio,” Episode 7)

Sean Wild, CEO of Pennsylvania Oral Surgery & Dental Implant Centers, discusses his multi-location practice and its growth. Sean also discusses his work as CEO of Practice Metrix, where using both technology and consultative services, he and his team help OMS owners and managers better understand and manage their practices. “Dental Business Radio” is underwritten and presented by Practice Quotient: PPO Negotiations & Analysis and produced by the North Fulton studio of Business RadioX®.

Sean Wild, Pennsylvania Oral Surgery & Dental Implant Centers

Sean Wild, CEO of Pennsylvania Oral Surgery & Dental Implant Centers discusses the complexities surrounding the growth of multi-location practices, and what it takes to go from three locations and three surgeons to 8 locations (soon to be 10) and 14 surgeons.  As you can imagine, lessons learned are invaluable to those that seek to do the same.

For more information, go to their website.

Sean Wild, CEO & Cofounder of Practice Metrix, originally OMS3, LLC

Sean also discusses his work as CEO of Practice Metrix, a business intelligence data visualization company serving 16 practice management software platforms for the past 10 years.  Its premier product, the Practice Pilot & SnapShot Pro grew out of the need to truly understand your practice data in making important practice decisions.  What started out as a Data Dashboard company, now combines technology and 10 years of interpreting providers’ data across America, and the combined experience of managing practices along with understanding how to tie data back to workflows and proven solutions in its unique consulting services – invaluable in telling the story of your practice through its data.  He and his team help OMS, Endo and Perio and large dental group owners and managers better understand and manage their practices more efficiently; transition founding members, acquire new associates and bringing greater efficiency and peace of mind to their practices.

For more information, go to their website.

Offer for “Dental Business Radio” listeners:  Sean and Practice Metrix are offering a trial business dashboard and free coding review if you mention this show when you get in touch. Email Sean directly here.

Show Transcript

Intro: [00:00:03] Live from the Business RadioX Studio in Atlanta, it’s time for Dental Business Radio. Brought to you by Practice Quotient. Practice Quotient bridges the gap between the provider and payer communities. Now, here’s your host, Patrick O’Rourke.

Patrick O’Rourke: [00:00:18] Hi there, friends of the dental business community. This is your host, Patrick O’Rourke. On this edition of Dental Business Radio, brought to you by Practice Quotient, PPO negotiations and analysis. When there’s a lot of money on the table, you probably need professional guidance. You could do it yourself, but you can also do your own taxes and represent yourself in a court of law. It doesn’t mean it’s a good idea.

Patrick O’Rourke: [00:00:47] Today, I have big man on campus, Mr. Sean Wild is with us. And so, Sean Wild has more letters after his name than alphabet soup, so I’m not going to go over that. And Sean is also one of the guys that doesn’t sit still. He does a lot of different things. And so, it would be very difficult for me to tell his story. And so, what I’m going to do, Sean, is I would like – for those that don’t know you, I would imagine a lot of the listeners here do know who you are – but for those who don’t know you, tell us about your path into the dental business world.

Sean Wild: [00:01:25] Well, first, thanks for having me on the show. I appreciate it, Pat. So, I started back in 2008. I was in automotive prior. I worked for Naval Intelligence prior to that. When we came into automotive, I was attracted to a lot of the metrics that drove business and the way that every single thing had a value on what they did. Even with a phone ringing, how much it cost and what you gain from that call. So, when I came to dental, it was by accident that it happened. I met a really progressive oral surgeon who really, to this day, we still meet every day at 6:00 in the morning, in the last 13 years every morning. And it’s just been a really inspirational ride for me. And I think we both feed off and for each other on our professional and personal levels.

Sean Wild: [00:02:15] But, anyway, he basically challenged me to come and look at his business. I did. And when I looked at his business, I was a little frightened. I was frightened that they generated so much money, but they had little green monsters running everywhere around their practice that they just need for coffee cups and named them. They were just things that you would typically not do in business. For instance, real quick, they have a person that worked for them for a long time. They start to become deficient. Well, they don’t say, “Hey, goodbye. This isn’t working out.” They, basically, gave him a title and make him a higher ranked person in the entity. And that seems to be the culture that I was walking into.

Sean Wild: [00:02:55] So, in the end, he asked me to stay on and see if I wanted to help grow his business from three locations to where we are now. And I said, “Great. But if I see something and I liked it, would you be interested if I could go change it or maybe build a piece of software or whatever it was for a solution?” So, he said, “That would be great. Would you mind if I did it with you?” So, that was the beginning of 2008. Now, we have eight locations. We went from three docs to 13 docs, requiring two more. We are going up to ten locations by the end of the year.

Sean Wild: [00:03:31] We now have a software company. The software company is OMS3. For most of the people who know us, it’s now called Practice Metrix. It was a dashboard that we discovered when we gave data to doctors and spreadsheets. They kind of melted. They couldn’t see it. So, we said we need to do something better. We need to come up with something that’s maybe more visual. You know, they worked a millimeter [inaudible] buckle when they approach things. They’re very analytical and they just can’t see empirical data.

Sean Wild: [00:04:02] So, that led us down the road of talking to a friend of mine. I said, “I’m going to go to this place called CareStream. They’re having a meeting up in Canada. I’m going to walk in and find the CEO and pitch this idea to my friend,” who’s sitting with me now. They said, “Are you crazy? They’re going to throw you out of there.” So, long story short, we did meet with the then president of CareStream and made a deal with the company to become a dashboard for their CSOMS product. And that’s how we started.

Sean Wild: [00:04:32] We were basically in a deal for a long time. And one thing it was that was restrictive for us is prevented us from going into other verticals who are bringing the same dynamic dashboard that could help tell their business story in a much easier fashion than what they had. And last two years ago, approximately 2018, we were able to enter into the rest of the dental space. We’re now in 18 practice [inaudible] softwares, all Henry Schein’s except for one, I believe, DSN, you know, just a number of great companies.

Sean Wild: [00:05:10] And the one thing we get out of that relationship is I love to see someone’s business data and show them, “Hey, did you see this? Did you see that?” Most of the time they’re like, “I see it but I don’t understand it.” And then, Pat, that led to us kind of meeting you, which I’ll talk about here shortly. But also led us to helping them understand where the data comes from, what part of their workforce is being fed from positively or negatively, and being a practice administrator all along that ride. I actually understand what the data truly means and what we have to fix internally.

Sean Wild: [00:05:48] So, we really have a good ride in helping folks understand their data. And then, I would get calls, “Sean, I’m jus too busy. I know I need to change this, but I don’t know necessarily how to change it. I don’t know what I don’t know.” “It looks like you did if you were able to go from three to, say, there’ll be ten locations and all those doctors.”

Patrick O’Rourke: [00:06:07] Not easy.

Sean Wild: [00:06:08] “I don’t know how to acquire someone. I don’t understand the marketplace, how to even negotiate that contract with them or what’s appealing to a practitioner at this point in their life.” So, you know, that just led us to doing things we do every day inside Pennsylvania Oral Surgery and help ensure that success with other folks.

Sean Wild: [00:06:31] So, when I was out and about one day, I met a person who was using your services, Pat. I, first, was a little skeptical. I was like, “Oh, here we go. So, you’re going to give me free money and it’s going to cost me something.” And, honestly, it was just that simple [inaudible]. We put the professional on, like you said. I don’t want to be a brain surgeon on myself. I have no skill sets forth, so I want to find the best brain surgeon. And it turned out you were easy to talk to. Kind of almost too easy. We would see you go away. And we weren’t sure if someone kidnapped you or we had to call [inaudible] to come retrieve you.

Patrick O’Rourke: [00:07:08] [Inaudible] all the time. Like, we did not abscond to Mexico, I promise.

Sean Wild: [00:07:12] Yes. But then, all of a sudden, you know, two or three months later, “Hey, would you accept this 18 percent higher negotiated rate or this other win?” And another great point about your services are, you might go away, but the benefits keep coming. And that’s really, to me, the true win. So, as we started, you know, helping people understand their data and then helping them grow their businesses, why not call somebody that was successful? For me, it was predictable. I enjoyed the process. I love the results. And that’s what led us to, you know, work a little bit closer together. So, anywhere I go –

Patrick O’Rourke: [00:07:52] Likewise.

Sean Wild: [00:07:52] Well, thank you for that. But anywhere I go with my consulting business, you’re just another arrow at my quiver. And I love the fact that we stay in the same – you know, we know where our lanes are. We try to do them very well. And it works out just fantastic for the client or the end user. So, from there, we just now been working on some more solutions. We’re coming out with a new patient collaborator, which is amazing. It’s the way that you get the specialists out of the drawer and not be in a drawer with seven other cards or seven other oral surgeons. It’s a way to share data back and forth. But as we treat a common patient, it’s a way to never lose their x-ray or their patient again. And, most importantly, it’s a way for the GP to know when they use my patient exchange, that they can dial in any time they want from any device across the world and see exactly the status of the patient they referred and where they’re at in a treatment plan. And, most importantly, it saves about $2,000 to 3,000 a month in stamps, mail, and letters that these folks pretty much don’t even do anything with for the most part.

Sean Wild: [00:09:04] So, that’s something that helps us continue to grow our partners in oral surgery, perio, and the rest of the specialties that we work with. And, most importantly, we grow. We are the end users. We are the hair club presidents. You know, we have the same pain. We try to come up with a great solution. We test it with some of our folks and then we share it with our clients that want to do the same, you know, gain ground without having to have pain or a number of mistakes along the way. So, I hope that tells you a little bit more about who we are.

Patrick O’Rourke: [00:09:36] I think I learn something new about you every time I talk to you. And that’s saying a lot because it’s not that we talk infrequently. I’ve never heard the expression out of the drawer. I get it. It took me a second as you were talking. I was like, “What does that mean?” And so, what I think it means – and correct me if I’m wrong – is that, general dentists and specialists in general are reliant to some degree or another. On general dentist to send them patients. They don’t do a certain service that they’re not comfortable. And so, the specialists says, you should send your implant case or your wisdom teeth or your complex oral surgery stuff over to us. We’re amazing to work with and here’s why. And some sometimes oral surgeons say the same things, right? And so, you’re looking for a way to differentiate, particularly in an environment where there’s a lot of different oral surgeons like the Metropolitan area. Am I reading that right?

Sean Wild: [00:10:42] Yeah. So, what happened to us was when I first took over the role as the CEO of Pennsylvania Oral Surgery, my principal is really sharp. He said, you know, “Why don’t you just walk around for about two months, follow us around and just watch what we do. And then, while you’re at it, why don’t you go meet my referrals.” I said, “Oh, your customers? That’d be great.” He said, “No. No. They’re my referrals.” I was like, “Well, I think they’re your customers. If they’re sending you business and you’re fulfilling their needs, they’re really your customers.” Because I came from a different business line, but, to me, you must know who your customer is if you’re going to be successful because you need to treat them the best you can.

Sean Wild: [00:11:22] So, I went out with a few folks and we would meet some of our top customers/referrals. And when I walked in, they were like, we would say, “You know, we have some extra referral cards for you. And I want to make sure that we were meeting all of your expectations.” And I watched them open a drawer and dropped our cards. And my fantastic oral surgeons, that I thought were the best anywhere in the world, into a drawer with about 14 other cards. And I thought, “Wow. This needs to change. Somehow, I need to find a way, some transformative process that would get us out of that drawer and make us their top and only choice.” And that became my mission for, really, the past 13 years as a CEO of our surgery group.

Sean Wild: [00:12:07] But, really, as a business person, I feel like we have these folks who are the best at this kind of time that they do and money to become who they are. They need to be seen differently than just anybody with an oral surgery brand, you know, or any other specialty brand. So, with my patient exchange, it’s a little icon. It’s just on your desktop. It’s so easy to use. They have the x-ray up in their software, they drop it in, they click, click, click a number, they send it. But the nice thing is, when that happens, one, you are never in a drawer. They pick you automatically because you are easy to use. And their doctor was able to look in there without having to.

Sean Wild: [00:12:50] This is typically what happens, Pat, “Get that guy on the line. I want to know about this.” Well, that guy is in surgery or that guy was in surgery. So, that doctor is standing there, their front desk has to pick up a phone and call your front desk. So, they have to find a way to get your doctor out of a place. By now, his patient is calling, “I’m here.” She’s back in that room. And then, just a whole communication pathway was just not elegant or slick. So, this, we just thought we need to keep fixing these things as an entrepreneur or just as a problem solver.

Sean Wild: [00:13:21] In my old world, if you kick the door and it bounced back in your face, so to speak -I mean, older world of being overseas – you might not kick the door and walk in fully forward. You’ll learn to take a step back. And I said, “I don’t want to do that anymore.” And that’s kind of what it was for us. We said, you know, “We don’t want to do this anymore. We don’t want to keep bothering the GPs, you know, our customers, to get a simple x-ray or to try to give them the information they need and sending a letter out.” In today’s world, I guarantee you, Pat, about 99.9 percent of our partners in the dental community are still printing letters, specialists are still printing them, put a piece in the mail, put a stamp on it, mailing it to folks who then have to find someplace to put that into a meaningful way for the GP to retrieve it. It’s just archaic.

Patrick O’Rourke: [00:14:09] I had no idea that’s how it worked.

Sean Wild: [00:14:13] Every letter, every patient that you see has to be totaled up, so to speak, in a treatment plan or some type of communication back to the referral. It has to. Or else you lose the patient, right? So, I think we’re onto something that’s going to be just so transformative for the industry. And the fact that they could just look at any devices, like [inaudible] how our product works. Look at the Cloud, pull the patient up, not only see everything that you did for the patient, but ties the dental implant company, the lab, into the process. So, the total care is being managed in one view.

Sean Wild: [00:14:51] And the really nice part is, when you want to send that patient back, they actually have a calendar in their hand that they’re looking at that lights up when that patient is coming back. So, now, they automatically know, “Oh, these four people. That’s right. That was an all-four. Wait, that was that. Let’s make sure we’re ready.” And it makes you the choice for them to do business with. That’s elegance.

Patrick O’Rourke: [00:15:14] That is elegance. That’s awesome. And so, my mind goes to, “Okay. That reduces my cost of care.” Because I’m an insurance guy, so I’m always like, how does this affect the actual cost of care, maybe health care outcomes? That’s important too. That’s very important, don’t get me wrong. But as somebody who sat in the board room, we do talk about cost of care a whole lot. Now, health care outcome, you improve the health care outcome, you reduce your cost of care, that’s generally speaking given. But this sounds to me like it makes the specialist look like a hero but, also, you’re reducing time. It’s more efficient and there’s less likelihood of x-rays getting misplaced, or wrong, or anything like that into the patient. It’s a smoother transition of care amongst the providers, which is a goal of really everybody in the industry right now, from payer to provider to patient. That would be accurate, right?

Sean Wild: [00:16:17] Yes. You just named a lot of touch points that we think that it solved. One was, for [inaudible], because that’s also a challenge to worry about, a lot of folks are just sending things back and forth in your e-mail and they’re not using encrypted devices.

Patrick O’Rourke: [00:16:33] Gmail is not HIPAA compliant is what heard.

Sean Wild: [00:16:37] Most of them are. Yeah, most of them are not. And they’re cumbersome. So, we thought it would solve that challenge. It would save a lot of trees, Pat. There’s nothing wrong with that either, right?

Patrick O’Rourke: [00:16:48] Yeah. I like trees.

Sean Wild: [00:16:48] [Inaudible]. And then, in the end, you’re also giving the GP really, truly what they want. And that is the story of – think about this, they took their coveted patient and they handed them off somewhere and they can’t see anything. Until some day, a letter arrives at their office. Hopefully, that got brought back to their attention. Because a lot of things that happened between the time it hits the office and it didn’t really got back to the GP, the dentist.

Sean Wild: [00:17:15] So, right now, they now are trained that when they want to look at something, they want to see what they want when they want to. Well, that’s not so easy in this world when we’re tethered together for paper and snail mail. And a lot of those other archaic methods are here. It’s instant gratification. They instantly know. And there’s nothing worse than having a thought, trying to remember, because 14 other things happened because you couldn’t get the answer right away. Now, you’re trying to remember again why you started.

Sean Wild: [00:17:42] So, we think it’s going to just change the way that we do – we being all of us – like you said, a better outcome comes from tying a dental implant company and their specialists into an all-four case or a complex multiple implant case. And they’re seeing the treatment plan and identifying a potential challenge, measuring twice as always, better than cutting twice. So, get a separate look there. And the lab also has the ability to share its portion. And, now, it’s a team-based approach in a virtual operating pathway, so to speak, where everybody is onboard. And yet the quarterback still remains, the GP. That’s priceless.

Sean Wild: [00:18:26] So, we think it’s really revolutionary. And whether it is or isn’t, Pat, and remember my motivation financially, I just think it’s going to change the way we do business. And once you do that, that just makes things fun from the perspective of our little company called Practice Metrix.

Patrick O’Rourke: [00:18:42] Right. I think it’s kind of cool that you’re like, “I just solved the problem for us.” And then, you’ve tested it. You believed in it, obviously, because that’s what you’re using, because that’s you. And then, you then export or you’re like, “Look, whoever wants in can jump in.” I think that’s great.

Patrick O’Rourke: [00:19:02] Let’s switch gears a little bit, because, you know, one of the topics of the recent show, really, in the environment that we’re in right now, there’s certainly a lot of folks that are in growth stage. And, you know, anecdotally, I talked to a lot of folks and when they get into – they start growing their practice. You know, you get one location and one location. You’re knocking it out of part two. Yeah. You got it going on. Three? Now, you’re starting to extend yourself. So, to me, anecdotally, this is what I’ve noticed, once you get to that three or four mark, things become a lot different because you can’t be in so many places at one time. Now, you went from three to ten now. Where do you think are some of the biggest challenges that you had to jump over?

Sean Wild: [00:19:57] Great question. That’s a great question. I think the biggest challenge internally – and this is with every human being, in my opinion – as you all rise to your highest level of incompetence season, you stay there or you do not. You decide to overcome, which takes reflection, evaluation, and change. And I think that’s where you really need to focus with a business is, whatever that thing was that made you successful to have one or two of them, there’s a brand there, whether you realize it or not.

Sean Wild: [00:20:28] And most specialists or physicians, in general, don’t realize the brand is more than just their treatment or the way they provide their care. They seem very egocentric, you know, “Of course, I treat patients great.” And you might and probably do. But does the rest of your customer facing interactions support that vision or support that outlook that you’re trying to portray? And that’s everything from the time they walk up to your front desk or to the time they finally are escorted out to their car. And was their billing completed in an efficient manner so that they’re not getting the wrong bills, and, now, you’re devaluing that brand along the way. So, we really break things down. Again, I guess it’s my ex-military background. A lot of processes. You don’t put two or three million people into the services and not have a lot of lessons learned, reflection, organization, and process review.

Sean Wild: [00:21:26] So, where I found a lot of doctor, when I first met them initially, I must be smart. My check cleared. You know, I mean, [inaudible] of money. I am pretty smart. And the truth is, they’re really highly intelligent, but they spend zero time, for the most part, learning how to operate a multimillion dollar business that they’re going to have because they are great practitioners. And then, how do you communicate across multiple locations, making sure that your brand is still the same brand in every place, field, touch all of it.

Sean Wild: [00:22:01] And then, how do you train people, and manage those people, and grow those people without processes when you’re operating in 25 square centimeters of space every day? You know, facilities are always looking in that space. They can’t see behind them. They certainly can’t see three office locations away. And they really don’t understand all those interactions because they’re not there. And how do you measure it, test it, weigh it? And that’s where data comes back in, Pat. When you start to see pay offs by percentage of a formula, my production, my collections, my patient count. If all those were seeing equal to X, and that X is lower or higher, there’s something there if you know how to dig it and figure it out.

Sean Wild: [00:22:45] And that’s where the magic really happens in my world is, I want to identify where they are, how that happened. You were easy for us, Pat. You gave us something we could easily measure. You know, it was just simple. What you do isn’t simple. To me, you must have elves. But whatever you have up there, your Santa’s workshop –

Patrick O’Rourke: [00:23:05] It’s not easy, let me tell you.

Sean Wild: [00:23:06] You did a great job for us, but it was easy to see in our percentage of collections going up, right? But how do you measure when you have two offices? In our software, you can easily see your top referrals. It’s very visual. But if one of them is no referral, it tells me automatically they’re not getting that information at the front desk. Then, I can dive in instantly and tell you, “What front desk?” And I could tell you what front desk I would want you to use as a training source with mobile locations, because it’s all math, it’s all metrics. And it’s not at all fun unless you enjoy doing it. We enjoy doing it.

Patrick O’Rourke: [00:23:44] I don’t want to do it but I think it’s cool.

Sean Wild: [00:23:48] Yeah. Exactly. But then, when you can come on the ground, we have clients all over the U.S., we fly into their practice, watch them for a day, and bring them really great, meaningful change that is measurable, that’s predictable. And on top of that, it’s profitable. Really, it seems to be taking off for us because it’s just resonating with all those folks each and every time we have an engagement. So, that’s the kind of fun part. And then, when I pull you out or someone like you, it really brings that value. It’s just the set it and forget it for me. “Hey, by the way, don’t you also want to make more money for the same work you’re doing with your carriers?” “Sure.” And we pull out that predictable [inaudible] called Practice Quotient.

Sean Wild: [00:24:31] So, we’re trying to just approach this as an engagement. I hate to say consultants. I hate to say, “We’re going to have an engagement for a year and we’re going to grow your practice. And you’re going to find, typically, a four, five X mobile greater return on the dollar you spent compared to the dollar.” Much like you do, Pat. Much like the dollar used to build previously and people like that. Who doesn’t? I’ll give you a dollar –

Patrick O’Rourke: [00:24:58] It is pretty easy.

Sean Wild: [00:24:58] Yeah. I’ll give you a dollar, you give me $5 back. But forget the financial return. We always bring – and honestly, Pat, we can measure it upfront. We know automatically through our coding reviews, because we have three professional coders and some other smart folks looking at the data, we could tell initially automatically what we’re going to bring to that practice as a financial return. And that’s great. You know, four or five [inaudible].

Patrick O’Rourke: [00:25:24] That’s amazing.

Sean Wild: [00:25:26] But put that aside. That’s not the magic. The magic is when you give a doctor time to have lunch, because they’re so disorganized with their scheduling, they just never get it. Or the time to do their notes properly and not take it away from their family at nighttime, because they’re sitting there at the office with their notes, they’re bringing it home with them. To me, that’s the sweet spot for them. You know, money is great. Nothing wrong with that, Pat. We all need it. But when you can change your life, I think, that’s when you’re starting to say, “Wow. I did something there.”

Sean Wild: [00:25:58] You know, those are the kind of relationships we like. And, typically, we’re now on our second year of consulting. We have a pretty high percentage ratio of folks that are signing on for us. We call it partnering, you know, coaching. So, we not only coach, we fly onsite. We review them continuously through the 52 weeks. We have calls and actions, call to actions, that help us, you know, show them where we are effective. Reinforce their staff, because they help us become more effective. Create reward systems internally, better management systems internally, and really clear ladders for their own staff to go and grow, because they now understand what it is you really wanted them to do.

Sean Wild: [00:26:45] Most times, the doctor walks in and they’re like, “You know.” And you’re saying, “Well, what is the challenge?” Well, they don’t know what I need, but there is that layer between that really looked at the mission, identify what it was going to be, made sure everything was there, checked twice. Because there’s no one who really understand – I shouldn’t say no one – but, you know, many times there’s one or two great people. So, when you walk into a practice, “I got married. I have Jill.” That’s it. Because there are other people in there. So, if you had a great team, you’d say, “I have the best team in the world here, Sean.”

Sean Wild: [00:27:19] So, those are the kind of things that tell us, “Hey, we’re going to be having fun here. There’s a lot for us to do.” And the practitioners are going to get to have lunch. And I’ll tell you a quick lunch story, I met a fellow – he was a gentleman that hired me – and his partner, and I sat right next to him 13 years ago. And, you know, it was August. I was looking at their business throughout the summer. And he said, “You know, Sean, I just want to have lunch. I’m a lunch guy. I just want to sit down and have a really good lunch. Is that crazy?” I said, “You know what, Andy? That’s great. And come September, we’re going to put that on the board meeting schedule. We’re going to talk about that. We’re going to get your lunch because right now you need to go back out there and work.” And he was just like, “You’re right.” Then, off he went doing more whizzes.

Sean Wild: [00:28:00] But the truth of it was, I knew that when the next year came around that I can increase his production, his predictability, have a less stressful day, and he’s going to produce more than I really want. Does that make sense?

Patrick O’Rourke: [00:28:15] Yeah. It do makes sense. The gospels that I preach, I had to learn the hard way. You know, as a business owner and entrepreneur, you run, you run, you run. But nobody has ever sat on their deathbed saying, “You know, I wish I would have put in 90 hours instead 80.” You know, it just doesn’t happen. And so, I’ve got two small kids, and that’s my priority, Dylan and Evelyn Grace. And I’ll tell you one of the more fulfilling things I’ve done that I didn’t think I would ever have time to do, I coach basketball. I don’t know if you know that. So, fifth grade basketball, Little River Eagles. That’s right. I know you like that. Philadelphia zone.

Patrick O’Rourke: [00:28:59] And so, one of the most fulfilling things I’ve ever done. And I didn’t play basketball growing up. You know, end of first year, second grade, we didn’t win one game. And last year, we only lost two. We went second round in the playoffs. And so, that kind of taught me when I look back, I mean, I’ve done a lot of good things business-wise. But the balance – you know, I was talking to a client the other day and he’s like, “Oh. Well, you know, I’m taking my first vacation.” I’m on the phone, I’m like, “Dude, if I knew you’re on vacation, I’m hanging up right now. Don’t talk to me.” And he’s like, “What do you mean?” And I’m like, “Go hang out with your family. And the world doesn’t stop turning because you’re at the beach, bro. So, chill out.”

Patrick O’Rourke: [00:29:39] The other thing that you said – and I’m going to say it another way – because I think that a lot of docs – you know, and you talked about your brand – they talk about how there’s a lot of time, effort, training, and prestige that they’ve built and what they feel. And that’s their brand. And then, as it expands, but you can’t have your eyeballs everywhere, and you don’t know what you don’t know, and you can’t see all of that. And I like analogies, so while you were explaining it, you reminded me of, like, somebody that’s a really good chef. He makes the best food ever. They’ve got a beautiful dining room and they got a great host system and everybody comes in. And it’s awesome, except for one thing, the bathroom. The bathroom is awful. The bathroom looks like a third world country. And there’s no paper towels. That ruins the entire experience. And that’s kind of what you’re saying, is, do you know all the facets of your business? Am I picking up what you’re putting down?

Sean Wild: [00:30:56] One hundred percent. It’s about identifying. An old mentor of mine probably changed my life. It took me a while to digest what he said because of maceration, I need to get a little bit older and wiser. But I was, “How did you do all those?” He was like, “It’s real simple.” Probably, I was 26 or 27 and he probably had $10 million in the bank. A self-made guy. He said, “It’s simple, kid. You do more of what works and less of what doesn’t.” “Wait. What? No. No. Tell me what you really do.” And he just looked at me. But it was so true, learn to do more of what works and less of what doesn’t. Now, when you dive into that, it’s a great statement, right? When you dive into it, it’s about evaluating.

Sean Wild: [00:31:22] And the doctors do all that. These guys are so sharp. They can’t make mistakes or they get sued. That’s what I’ve learned early on. They can’t be wrong. There is no place for wrong. So, in that light, because of the wrong, it’s going to be harm or it’s going to be, you know, legal harm. So, in that light, they’re always doing this themselves. But getting somebody outside of their world to support them that’s looking at those things every day, and inspiring people to be their best, and teaching them to measure twice and cut once, and all the things, you know, we like to use as these euphemisms. But the truth of it is, it’s only that way. There is no shortcut to it. And you have to be always looking, measuring.

Sean Wild: [00:31:22] The same with renegotiating, Pat. If you did it at one time and it was over, well, we had that done in 1974, we’re fine. We know it doesn’t work that way, you know. You know, “We better call Pat every couple of years because these guys, the truth of it is, they are working not equally harder. Exponentially harder to take our money away.” That’s their job, to get the most they can get through our services for the least amount of remittance. So, you need something like a Pat out there on the frontline that’s our special forces of negotiating for these folks. The same as we need to be looking at their business when we’re onsite or looking at their data and saying, “You know what? This portfolio you’re using.” Like, we have so many facets of savings for our engagements. It’s in procurement. It’s in their waste. It’s an overnight shipping. It’s all these things that, you know, it’s easier for me to say, “Hey, you’re going to give me 50 grand. I’m going to give you 250, 300.” Who wouldn’t do that deal? But it’s not the money, Pat. It’s that renewable energy, and effort, and outcome that you produce in their practice that when you leave that year – and I’m throwing we do – because they can go fish now forever themselves, you know, and they just take off.

Sean Wild: [00:33:35] I was a product of a single mom, a single parent, for a while. And I looked at how hard she worked and the many jobs she had. And, you know, you don’t even appreciate it when you’re six or seven, you know. But when I look at most of our medical field gals – I’m very proud to say at Pennsylvania Oral Surgery, we have a board of directors, but we also have a supervisory board – and that middle management board runs that entire practice while I can be sitting here today talking to you, it’s because of them. And they’re all female and they’re all really, really strong leaders now, and are people that other females outside of practice, because most of them are dental world or surgical world, is this female-based for the most part and support staff for doctors. So, here they are, they’re out there and are becoming role models for each other. And there’s nothing greater than that, watching somebody change your life and find a career where they only had a job. Does that make sense?

Patrick O’Rourke: [00:34:31] It does. Absolutely. Yeah. I’m [inaudible].

Sean Wild: [00:34:35] So, I think that’s what drives every time we graduate a practice, you know, it’s our team sitting around the room and we’re tossing those folks for success. We’re really tossing those middle manager levels, the manager levels, we create for the doctors so they can get all the things they want. But what they really have, and I hope they realize it, is they have a future that’s going to be less dependent on them and more dependent on our staff, and their staff can do it. They can handle it and they’ll take them to greater lengths. So, that’s greater, I guess, reliance or whatever.

Sean Wild: [00:35:10] So, that’s kind of our motivation internally and a lot of psychology. It really is. But there’s a lot of ingredients to go in the soup. And I’ll tell you this, I watched some chefs show. I love watching the cooking shows and things like that on T.V. And I watch these folks down south. And in Louisiana, I miss those old timers sitting there and she’s like, “You know what? There’s all my ingredients, you could take a peek because it’s all up here.” I tell you, it’s not the ingredients. It’s what you do with them. I thought, “You know what? She is so right.” So, you know, we’re not afraid to share what we do because sharing it, and getting it done, and producing that outcome without doctors having pain in the process, that’s the magic. That’s really the magic for us. And then, leaving and seeing them do it afterwards, there’s nothing greater than that. Nothing greater than that for our company.

Patrick O’Rourke: [00:36:04] I completely agree. When people say thank you, it makes my day. It really does, you know. And when I go to different conferences and folks walk up – I remember being in one earlier this year pre-COVID – and the guy next to us, he’s like, “I have never seen anything like that.” You know, I don’t like hanging around the booth. You don’t either. I see you occasionally walking around. But he’s like, “People just walk up to your booth and they say thank you.” And if you’re not there, they’re like, “When is Pat coming back? Can you tell him I stopped by and say thank you?” And that makes my day.

Patrick O’Rourke: [00:36:36] So, anybody listening to the show, I’m telling you that it makes me happy. Send me a Christmas card or a holiday card if you’re not into Christmas, you know. I think gratitude is really important, you know, and especially these days. I think that it keeps me going. I mean, it’s not about the money for me. I could stay in corporate. But the show is not really about me. Is there anybody that you would like to give a special mention or a shoutout to? Because I would like to give one to Mrs. Sean Wild, because every time I type in congratulations and I get confetti on my little iPhone text, I think of her. And so, thank you again, Mrs. Sean Wild.

Sean Wild: [00:37:24] Well, I appreciate that. My wife has been watching you for me. I would say the two people – obviously, the two factions of people, my wife and my children, but also my partner, Charlie Burns. I’ve been with him 35 years. I’ve worked for him and he’s worked for me. We’ve always worked together. He’s right here today with us. And, honestly, I was in Wisconsin – like you, Pat, we’re everywhere, you know? When you turn around and your partner is always there, always supporting. Nobody runs [inaudible] better than he does as far as the training and the educating goes. And, you know, without him, I wouldn’t be here, so that would be my shoutout.

Patrick O’Rourke: [00:38:01] All right. Charlie Burns. Shoutout to Charlie Burns. He is the man. And when you can’t get a hold of Sean Wild, you just find Charlie Burns. He’s kind of like Scott. Scott’s kind of worked behind the scenes. Tracy Duncan called him underrated this week, I think he liked that of. But talking to Scott is just like talking to me and he sounds just like me, but looks a lot different.

Sean Wild: [00:38:24] I think you’re probably better talking to Charlie first, but I don’t want to say it upfront. Charlie is definitely the glue of our company though. But I would say this, because of you, Pat, if there’s anybody that wants to try our dashboard, no strings attached, and maybe get a free coder review because of you and because of this opportunity here to get in front of them, I’d be glad to give it to them. And that would be, you know, take it for 60 days and enjoy it. Don’t pay for it. And if you like it, that’s great. And if not, at least you will have a amazing coder review telling you how much money you can make next year doing nothing different with the same work you’re doing.

Patrick O’Rourke: [00:39:04] So, what I heard and, listeners, what you should hear is, if you mention the words Dental Business Radio and/or Practice Quotient to the team over Practice Metrix, then you will have – say it one more time, Sean.

Sean Wild: [00:39:21] You’re going to get a dashboard to help them see their business in a much easier fashion for free for 60 days and a free coding review. Or we will look at their current billing processes, what their charges are. We have three certified professional coders, some are dental coders, some are medical coders. And what we’ll do is look at what they’re billing and how they’re billing it, and let them see immediately that they could be making X number of dollars more. If they wish to go forward, we could talk to them at that point. But, at least, we’ll know you’re leaving a couple of hundred thousand dollars or more on the table every year.

Patrick O’Rourke: [00:40:00] Let’s talk about coding just for a minute. And so, before we end this, we want to make sure that we get the contact information there. And because sometimes I get asked about the coding and I’m like, “Listen, we’re not clinical. You’re the doc, so we don’t do that.” And so, it makes sense, it’s helpful for me to know that there’s a resource there. Because those of us in the insurance industry, we’ve been talking about medical and dental integration for well over a decade, probably 20 years. And, now, everybody’s like, “Well, now, it’s high time. Is it now?” What are you seeing -you know, anecdotally – with medical versus dental, without getting into any privacy issues?

Sean Wild: [00:40:53] Sure. I think I get the question. So, think about it this way, when the physician started doing what they do, they’re pretty predictable. They want to do the same thing over and over again. So, unless someone comes to them and says, “No, no, no. You’re going to actually do this or that.” And without being in that world like everything else you said, Pat, you don’t want to be your own lawyer if you’re not an attorney. And even if you do, you probably don’t want to be, right? So, when you’re not looking for those changes, you’re trying to be, say, predictable. Or you’re not in that environment to say, “Hey, you can no longer build this way. You need to build that way.” Or, “You can now build this in conjunction with that.”

Sean Wild: [00:41:36] I’ll give you an example. There’s one code that most folks are doing anywhere between three to 10,000 of them a year. Now, what if you could add $35 to that as an acceptable billable charge? You know, that could be life changing when you take 10,000 and times that by 35. So, it’s not [inaudible] 100 percent. Or your wife’s kitchen she’s been asking for, for these last four years and you weren’t able to give it to her, you know. So, it could be anything that’s important, sending your kids to private school or a better education.

Sean Wild: [00:42:13] So, when can you look at their coding and the things they’re doing, it’s not just saying, “Hey, here’s our code.” We, actually, will fly in, attend, look at their processes, help them change their coding, help them change in the software, help them change it through their processes, make sure it gets build out effectively. And it gets returned at the end of the month or, you know, paying on time their claims hit the kick. Just separating things dental and medical and not understanding where there’s an edge on either one. When you do a lot of things and we do an oral surgery or, you know, and they’re probably all the same, you’re doing a lot of things, a simple change at the multiple is thousands, you know, so that’s really exciting for me.

Sean Wild: [00:42:58] And then, the doctors are like, you know, “I don’t know if I feel good doing that.” Let’s say that’s a potential average change. Take somebody saying we’re not sure. And you look at me like, “Wait a minute. What if there’s [inaudible] for that?” And like, “You know what? You’re right, Sean.” They just don’t know. It’s like a scary thing, once they get past that and look at it like, “You’re right. I’m billing for this. I’m billing for that. It’s the same thing.” And they need to have it or you wouldn’t be doing the thing that you’re billing for. You just said no, those are charged. Does that make sense?

Patrick O’Rourke: [00:43:27] Sure. It does.

Sean Wild: [00:43:27] That’s exciting. To me, that’s just super exciting. And then, looking at their process is when you’re onsite and you’re saying, “Wow. You’re doing this and you realize that has a cost or a benefit if you change that.” And like, “I don’t know why I do it that way. No one’s come in and said, why do I do it that way?”

Patrick O’Rourke: [00:43:48] I get that sometimes.

Sean Wild: [00:43:48] I’m sure you do. You did it with me a few times. I’m like, “Okay. You got a point there.” So, it just dropped in your realities and you usually stay there or you evolve and you don’t. So, we like to give the folks a lot of choices from everything, from their scheduling, to their billing. And especially, Pat, the way they collect money is probably our biggest win for them. We have systems, when you do a lot of procedures – we do about 77,000 procedures a year – you tend to get more efficient or you’re out of business. It’s pretty much you’re really good or –

Patrick O’Rourke: [00:44:30] Driving around town with a baseball bat. Not very efficient.

Sean Wild: [00:44:35] There you go. So, you know, what we tend to do is look at their billing processes, really, to save them money and reducing their efforts. Because they didn’t know what they were doing. They chased it not in a very effective manner. And once they look at our processes and we’re able to dial into their systems every week, Pat, and review it, then the doctor is like, “Wait a minute. I just picked up a whole billing team.” And that’s in there, too. That’s what we always hear, “Is that extra? Is that extra, Sean?” It’s like, “It is nothing extra. This is what you get for us.” And that’s probably the greatest win when you hear them go, like, someone’s not taking advantage of me. Someone’s not [inaudible]. I’m actually getting more than I thought. Pat, that’s the magic for us.

Patrick O’Rourke: [00:45:18] Yeah. That’s awesome. You’ve been busy. I’m really happy that you’ve shared all of this, because I’ve learned a lot.

Sean Wild: [00:45:26] Thank you.

Patrick O’Rourke: [00:45:28] I know you don’t sit still, but that’s a lot.

Sean Wild: [00:45:29] I would say our people really are the reason we are finding a success that, really, it’s our team. You know, Charlie and his team are just amazing. And having them partner with other folks that want to go and grow, that’s magic.

Patrick O’Rourke: [00:45:45] Amen. Amen. So, folks who want to find you or Charlie, how do they do that?

Sean Wild: [00:45:52] Sure. They can go to www.practicemetrix, that’s M-E-T-R-I-X, .com. And they can call 610-600-9932.

Patrick O’Rourke: [00:46:05] Okay. Terrific. Thank you again, Sean Wild, for being on the show. And I want to thank our sponsor and everybody on our team, on the Practice Quotient team. Nikki B., who runs it, who’s also a female and is certainly the lead. She’s really the boss in our organization. And everybody on the PQ team. Shoutout to Scott Marquardt, even though I don’t think he’s listening to the show yet. You’re underrated, brother.

Patrick O’Rourke: [00:46:35] And to Practice Quotient, PPO negotiations and analysis. You can find us at www.practicequotient.com. If you enjoyed this content, please share it. And also rate it five stars. If you did not like this content, then please get a hold of me and tell me why, and I’m happy to take your feedback. Or if you disagree, come on the show, we’ll put on the music and we’ll have a little dance. If you have really profanity laden things to say, then send it to John Ray at jray@businessradiox.com. Thank you to John Ray, and to Diane Lasorda, and everybody on the Business RadioX team for making us look and sound good. We appreciate you all. So, with that, this is your host, Patrick O’Rourke. Until next time.

About Dental Business Radio

“Dental Business Radio” covers the business side of dentistry. Host Patrick O’Rourke and his guests cover industry trends, insights, success stories, and more in this wide-ranging show. The show’s guests will include successful doctors across the spectrum of dental practice providers, as well as trusted advisors and noted industry participants. “Dental Business Radio” is underwritten and presented by Practice Quotient and produced by the North Fulton studio of Business RadioX®.

Practice Quotient

“Dental Business Radio” is sponsored by Practice Quotient. Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Their clients include general dentist and dental specialty practices across the nation of all sizes, from completely fee-for-service-only to active network participation with every dental plan possible. They work with independent practices, emerging multi-practice entities, and various large ownership entities in the dental space. Their PPO negotiations and analysis projects evaluate the merits of the various in-network participation contract options specific to your Practice’s patient acquisition strategy. There is no one-size-fits-all solution.

Connect with Practice Quotient:

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Tagged With: dental implants, endo, oms, oral surgery, Patrick O'Rourke, Pennsylvania Oral Surgery & Dental Implant Centers, perio, PPO Negotiations & Analysis, Practice Quotient, Sean Wild

Michael Pink, SmartPM Technologies

October 26, 2020 by John Ray

SmartPM Technologies
Alpharetta Tech Talk
Michael Pink, SmartPM Technologies
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Michael Pink, SmartPM Technologies (“Alpharetta Tech Talk”, Episode 20)

SmartPM Technologies Founder and CEO Michael Pink joins host John Ray to discuss how his company’s technology is changing the construction industry, in part by identifying and predicting a big pain point:  construction cost overruns. Michael also addresses how AI and machine learning will aid both contractors and owners, and how the pandemic affects the construction industry. “Alpharetta Tech Talk” is produced virtually by the North Fulton studio of Business RadioX® in Alpharetta.

Michael Pink, CEO, SmartPM Technologies, Inc.

Michael Pink possesses 20+ years of experience in the construction industry specializing in data analytics and process improvement, with a specific focus on project performance analysis and risk.

Currently, Mr. Pink is CEO of SmartPM Technologies, Inc., a firm dedicated to developing technology that assists in project controls, performance oversight and process improvement on
large commercial construction projects. SmartPM’s platform and process is currently being implemented on over 500 active projects in north America and beyond.

Mr. Pink received his BS in Industrial Engineering from Georgia Tech and his MBA from The Stern School of Business at New York University. Prior to starting SmartPM, Michael spent most of his career working as a consultant in the “Big Four” consulting environment working closely with owners, contractors, attorneys, and lenders on complex consulting assignments.

Question/Topics Covered in this Interview

  • Construction Technology and the next frontier into Analytics, and where SmartPM sits in the overall equation
  • AI, Machine Learning and how this will affects construction technology
  • The state of the construction industry currently and next year due to COVID
  • What challenges has SmartPM overcome, as a tech start up, due to COVID
  • Viewpoint on the ATL start up scene
  • What have you have learned as a person who came from industry and became a tech start up founder

About “Alpharetta Tech Talk”

“Alpharetta Tech Talk” is the radio show/podcast home of the burgeoning technology sector in Alpharetta and the surrounding GA 400 and North Fulton area. We feature key technology players from a dynamic region of over 900 technology companies. “Alpharetta Tech Talk” comes to you from from the North Fulton studio of Business RadioX® and is hosted by John Ray.

Past episodes of “Alpharetta Tech Talk” can be found at alpharettatechtalk.com.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with approximately $12.9 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you.

Tagged With: analytics, construction industry, data analytics, Machine Learning, Michael Pink, SmartPM Technologies

How to Sell When You Can’t Be in Front of Someone, with Gerry Savage, Four Pillars Consulting Group

October 26, 2020 by John Ray

Gerry-Savage-BRX
North Fulton Studio
How to Sell When You Can't Be in Front of Someone, with Gerry Savage, Four Pillars Consulting Group
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How to Sell When You Can’t Be in Front of Someone, with Gerry Savage, Four Pillars Consulting Group

John Ray: [00:00:00] And hello again, folks. I’m John Ray with Business RadioX, and I’m here with Gerry Savage. And Jerry is a sales leader and president of Four Pillars Consulting Group. And the question for Gerry is, how do you build business when you can’t be in front of someone?

Gerry Savage: [00:00:23] John, this is a very interesting time in our history. And this is a time when, believe it or not, we really need to strengthen our communication skills better than ever because we can’t be in front of someone. And mostly, we’re doing Zoom calls. And so, it’s very difficult to build relationships.

Gerry Savage: [00:00:41] And one of the ways that you need to do that is that you need to be very observant about who you’re speaking to, how they’re speaking to you, and how are you responding to them because it’s almost like when you meet somebody in person, you’ve got seven seconds before you get an impression. It’s almost the same with Zoom. When they see you, and they see your background, and they see how you’re … are you looking at them? Are you’re fidgeting? Are you talking to them or not? You really need to pay attention and focus on them because people can tell whether you’re generally interested in them or not.

Gerry Savage: [00:01:12] And so, the biggest thing that you can do to move your sales process along is to show them that you’re genuinely interested in them, that you’re focused on them, you’re listening and you’re responding to the things that they ask and speak about.

John Ray: [00:01:27] Great advice, Gerry. Thank you.

Gerry Savage, Four Pillars Consulting Group

Gerry Savage began his sales career over three decades ago in 1985 after serving on active duty in the United States Marines. In 1991 he entered the field of total joint replacement, winning five President Club awards with Zimmer Orthopedics between 1995 and 2003. Gerry went on to become a distributor for Biomet Orthopedics and then eventually served as a Reginal Director for Conformis and Eastern Regional Vice President for MicroPort Orthopedics. Gerry is currently Vice President of Sales for Maxx Orthopedics U.S. He received both his undergraduate and graduate degrees in business administration from Eastern University in St. Davids, Pennsylvania, where he was also an adjunct professor.

Gerry SavageGerry’s book, The Four Pillars of Sales takes you on a real-life journey that gives you the tools necessary to reach the success you desire. Gerry eloquently weaves in his 34 years of sales experience into a unique sales process that identifies your own personality style and that of your customer. You will find yourself communicating effectively with your customers in a natural non-threatening way that finally allows you to build long-lasting relationships.

​When not traveling and pursuing his next opportunity to grow business, Gerry looks forward to spending time in Maine with family and friends, writing with his trusted Cavalier King Charles Spaniel, Brady, by his side, or at the barn riding horses. An avid equestrian, his love for horses was passed down from his grandfather and father. He has competed in the hunter ring over fences as an equestrian throughout central Pennsylvania, where he has lived for the last twelve years with his family.

Company Website

LinkedIn

Facebook

Listen to the complete North Fulton Business Radio interview with Gerry here. 


The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

The Myth of the Solopreneur, with Alicia Butler Pierre, Equilibria, Inc.

October 22, 2020 by John Ray

Alicia-Butler-Pierre-Equilibria-Inc
North Fulton Studio
The Myth of the Solopreneur, with Alicia Butler Pierre, Equilibria, Inc.
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The Myth of the Solopreneur, with Alicia Butler Pierre, Equilibria, Inc.

John Ray: [00:00:00] I’ve got a problem with the term “solopreneur.”

Alicia Butler Pierre: [00:00:05] Okay.

John Ray: [00:00:05] And you’re actually a shining example of that. I may have to write this up because there is-

Alicia Butler Pierre: [00:00:13] I’ll be your case.

John Ray: [00:00:14] Yeah, you’ll be my case study because there is no such thing as a solopreneur and you’re-

Alicia Butler Pierre: [00:00:19] And I agree with you.

John Ray: [00:00:20] Yeah. You’re an example of this because you pull in all these different folks who have experience at different aspects of what it is you’re trying to do and leverage their expertise, right?

Alicia Butler Pierre: [00:00:33] Correct.

John Ray: [00:00:33] And that’s a business infrastructure thing.

Alicia Butler Pierre: [00:00:36] It is.

John Ray: [00:00:37] Right. So, talk about that and talk about some of the details of what I’m getting to there.

Alicia Butler Pierre: [00:00:41] So, the technical textbook term for that is a matrix organization. And that basically means that you pull together resources, you assemble resources as you need them. And that’s exactly what I do because that enables me to keep overhead as low as possible. So, I outsource, for example, a significant portion of social media. I outsource a lot of my marketing and sales activities. So, when it comes to website things, creating lead pages, creating certain ad campaigns online, there’s someone else who’s doing all of that for me. Web design, I don’t do that. I’m not interested, to be honest with you, in learning how to develop and design a website. So, there are other people who do that for me.

Alicia Butler Pierre: [00:01:32] And even when it comes to actual client projects, I don’t get involved in every single aspect of the project anymore either. I’ve been able to figure out at what point I can get involved in a project, but what are the other activities that I actually can outsource to other people? And that frees up my time because I can focus on really growing the company, expanding it and focusing on true business development instead of, again, getting bogged down into all of those details, administrative type details.

John Ray: [00:02:09] And how many times do you have someone say to you, “I don’t know how you do all the things you do”?

Alicia Butler Pierre: [00:02:15] All the time.

John Ray: [00:02:16] All the time, right?

Alicia Butler Pierre: [00:02:17] All the time. And I tell them, “I’m not doing this by myself and I have processes.”

John Ray: [00:02:22] Right.

Alicia Butler Pierre: [00:02:23] I just had a conversation with someone yesterday and he said, “My God! How do you do all of this?” And I said, “I have processes.” So, a lot of it may seem as though it’s taking a lot of time, effort and energy – and  it would if I was constantly doing things from scratch every single time -but I also have people who help me.

John Ray: [00:02:48] I’m curious, how many different outsourced folks do you have that work with you? And what-

Alicia Butler Pierre: [00:02:55] Oh, gosh. The list is easily, at least, 20. At least 20 different people-

John Ray: [00:03:02] Wow!

Alicia Butler Pierre: [00:03:02] … That I can call on because they have different skill sets. And that’s the other thing I had to come to appreciate. Just because someone may be a great writer who may be able to contribute post to your blog, for example, doesn’t necessarily mean that that person is going to be good at social media. Then, within social media, you can have some people who are very good at posting on Twitter, but they may not be that great at Facebook and LinkedIn.

Alicia Butler Pierre: [00:03:28] So, I have worked with a number of people over the years, and I figured out what they’re really good at and that’s what I outsource to them because it’s very rare that you’re going to find that super hero who will be able to do everything. So, you find what certain people are really good at, where their strengths are, and then just keep leveraging and capitalizing on that.

Alicia Butler Pierre, Equilibria, Inc.

Alicia Butler Pierre’s career in operations began over 20 years ago as a chemical engineer in several chemical plants and oil refineries in her native Louisiana. Her passion is in designing processes that help people, places and things flow more efficiently. Alicia is the founder and CEO of Equilibria, Inc., a 15-year-old operations management firm specializing in business infrastructure for fast-growing companies. Equilibria is currently the world’s largest and most comprehensive repository on business infrastructure for small businesses.

It is at Equilibria where she invented the Kasennu™  framework for business infrastructure and software by the same name. She has since successfully applied this framework in over 30 different industries and counting. Alicia has a B.S. in Chemical Engineering from Louisiana State University and an MBA from Tulane University.

Her ability to blend scientific, business, and mathematical methodologies to solve complex operational problems enables her to bring a unique, tactical, and realistic perspective to her clients, who have also included larger enterprises like The Coca-Cola Company, Lowe’s, and Shell Oil Company.

Alicia is also a certified Lean Six Sigma Black Belt and has produced over 350 articles, podcast episodes, case studies, videos, and white papers in the areas of business infrastructure, process improvement, and operational excellence. Combined, her content has over three quarters of a million views across various online platforms.

Alicia hosts the weekly Business Infrastructure: Curing Back Office Blues podcast which recently celebrated its 100th episode. She’s also the author of the 2x Amazon bestseller, Behind the Façade: How to Structure Company Operations for Sustainable Success. Committed to doing the right things the right way, Alicia’s mantra is “to leave it better than you found it.”

Connect with Alicia by visiting her website.

Listen to the complete Decision Vision interview with Alicia here. 


The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: Alicia Butler Pierre, Equilibria, Inc., One Minute Interview

Decision Vision Episode 88: Should I Mix My Faith With Business? (Part Two) – An Interview with Soumaya Khalifa, Khalifa Consulting, Inc.

October 22, 2020 by John Ray

Khalifa Consulting
Decision Vision
Decision Vision Episode 88: Should I Mix My Faith With Business? (Part Two) - An Interview with Soumaya Khalifa, Khalifa Consulting, Inc.
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Decision Vision Episode 88: Should I Mix My Faith With Business? (Part Two) – An Interview with Soumaya Khalifa, Khalifa Consulting, Inc.

Khalifa Consulting CEO Soumaya Khalifa joins host Mike Blake to discuss how she integrates her Islamic faith with her work and business, as well as her community-building work with the Islamic Speakers Bureau. “Decision Vision” is  presented by Brady Ware & Company.

Soumaya Khalifa, Khalifa Consulting, Inc.

Soumaya Khalifa founded Khalifa Consulting, a strategic intercultural and leadership consulting firm, in 2007. Her career spans more than 25 years in human resources, management, business management and ownership, non-profit and entrepreneurship. Khalifa Consulting specializes in helping executives and organizations succeed when doing business across cultures by providing them the most relevant, practical and up to date cross cultural coaching and training. In addition, Khalifa Consulting offers training and coaching on global virtual teams. Soumaya and team apply this work to a broad range of clients, from large established national and global organizations to startups.

Prior to founding Khalifa Consulting, Soumaya served in several leadership roles in U.S.-based Fortune 100 companies in human resources, leadership development and diversity and inclusion. An alumnus of the University of Houston and Georgia State University, Soumaya is a board member of the Society of Intercultural Education, Training and Research (SIETAR) and the Atlanta Interfaith Broadcasters (AIB). She is also an adjunct professor at Emory University Center for Continuing Education and at the Federal Executive Institute. Soumaya is the author of Diversophy Egypt and has contributed to several publications.

Along with a group of Atlantans, Soumaya launched the Islamic Speakers Bureau (ISB) of Atlanta in August 2001. As the current Executive Director of ISB, she serves the Muslim and wider community by building bridges of understanding, creating interfaith partnerships, developing community leaders, and creating spaces for mutual understating and respect. Under Soumaya’s leadership, the ISB has developed its core programming and launched other key initiatives, including ISB Leadership Institute (ISBLI), 100 Influential Georgia Muslims, and 40 Under 40 Georgia Muslims.  In 2017, Soumaya created a partnership with the Atlanta Mayor’s Office to host the ISB’s first ever Ramadan Iftar hosted at Atlanta’s City Hall and in 2018, the second Atlanta Mayor’s Iftar was attended by over 250 people.

Soumaya has received many awards and recognitions for her work with the ISB, including:

  • 2019 Academy of Women Achievers, YWCA
  • 2018 Arab American High Achiever Award, Alif Institute
  • 2017 City of Atlanta Phoenix Award, presented by Mayor Kasim Reed
  • 2012 FBI’s Community Leadership Award
  • Citizen Diplomat for the U.S. State Department
  • 2012 Invited to the annual White House Iftar hosted by President Barak Obama
  • 2015 Inducted into the College of Ministers and Laity

To learn more on Khalifa Consulting, follow this link.

Michael Blake, Brady Ware & Company

Mike Blake, Host of the “Decision Vision” podcast series

Michael Blake is Host of the “Decision Vision” podcast series and a Director of Brady Ware & Company. Mike specializes in the valuation of intellectual property-driven firms, such as software firms, aerospace firms and professional services firms, most frequently in the capacity as a transaction advisor, helping clients obtain great outcomes from complex transaction opportunities. He is also a specialist in the appraisal of intellectual properties as stand-alone assets, such as software, trade secrets, and patents.

Mike has been a full-time business appraiser for 13 years with public accounting firms, boutique business appraisal firms, and an owner of his own firm. Prior to that, he spent 8 years in venture capital and investment banking, including transactions in the U.S., Israel, Russia, Ukraine, and Belarus.

Brady Ware & Company

Brady Ware & Company is a regional full-service accounting and advisory firm which helps businesses and entrepreneurs make visions a reality. Brady Ware services clients nationally from its offices in Alpharetta, GA; Columbus and Dayton, OH; and Richmond, IN. The firm is growth minded, committed to the regions in which they operate, and most importantly, they make significant investments in their people and service offerings to meet the changing financial needs of those they are privileged to serve. The firm is dedicated to providing results that make a difference for its clients.

Decision Vision Podcast Series

“Decision Vision” is a podcast covering topics and issues facing small business owners and connecting them with solutions from leading experts. This series is presented by Brady Ware & Company. If you are a decision maker for a small business, we’d love to hear from you. Contact us at decisionvision@bradyware.com and make sure to listen to every Thursday to the “Decision Vision” podcast.

Past episodes of “Decision Vision” can be found at decisionvisionpodcast.com. “Decision Vision” is produced and broadcast by the North Fulton studio of Business RadioX®.

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Show Transcript

Intro: [00:00:01] Welcome to Decision Vision, a podcast series focusing on critical business decisions. Brought to you by Brady Ware & Company. Brady Ware is a regional, full-service accounting and advisory firm that helps businesses and entrepreneurs make visions a reality.

Mike Blake: [00:00:20] And welcome to Decision Vision, a podcast giving you, the listener, clear vision to make great decisions. In each episode, we discuss the process of decision making on a different topic from the business owners’ or executives’ perspective. We aren’t necessarily telling you what to do, but we can put you in a position to make an informed decision on your own and understand when you might need help along the way.

Mike Blake: [00:00:39] My name is Mike Blake, and I’m your host for today’s program. I’m a Director at Brady Ware & Company, a full-service accounting firm based in Dayton, Ohio, with offices in Dayton; Columbus, Ohio; Richmond, Indiana; and Alpharetta, Georgia. Brady Ware are sponsoring this podcast, which is being recorded in Atlanta per social distancing protocols. If you like this podcast, please subscribe on your favorite podcast aggregator and please consider leaving our view of the podcast as well.

Mike Blake: [00:01:04] So, today’s topic is actually a continuation of a prior topic or a previously recorded topic, which is, should I mix my faith with my business? And this will be part two. In part one, we had, I thought, a tremendous discussion with Bill Leonard and Jonathan Minnen, who are from the Christian and Jewish faiths, respectively. And really, I really appreciate it, and I hope you, as listeners, appreciated the fact that they were very open about how they came to approach mixing their faith with their business, how it impacts their business, what that decision process looks like. And I think that we learned a lot.

Mike Blake: [00:01:53] But to be candid, in an ideal world, I wanted to have this be a little bit broader than that because there’s another faith. I mean, you could say there are many faiths that are missing, but I think a faith that was obviously missing – and that was due simply to scheduling constraints – is Islam. And Islam, I think … I’m not going to claim to be particularly knowledgeable about it. I know what I’ve read, I know what I studied in college five million years ago, but that’s about it. But Islam has a different or, certainly, a very identifiable place in American society.

Mike Blake: [00:02:39] And it’s different. I think it’s much more prominent now in the United States than it was, say, 50 years ago or even 30 years ago. And I think that people who practice Islam face different challenges and maybe even different rewards. We’ll find out from our guests. But I think there’s a different relationship with business, in general. I think there’s a different relationship with Islam and mainstream American society than the Jewish and Christian faith have.

Mike Blake: [00:03:08] So, to be perfectly candid, I just felt like this conversation was not complete without getting a view from the Muslim perspective. And I hope you’ll agree that it’s worthwhile. So, we’ve never done a two-parter before. We didn’t necessarily have a cliffhanger or anything, but I do think that this is necessary to have a more comprehensive and complete discussion.

Mike Blake: [00:03:33] So, joining us today is Soumaya Khalifa, who founded Khalifa Consulting, a strategic intercultural and leadership consulting firm back in 2007. Her career spans more than 25 years in human resources management, business management and ownership, nonprofit and entrepreneurship. Khalifa Consulting specializes in helping executives and organizations succeed when doing business across cultures by providing them with the most relevant, practical and up-to-date cross-cultural coaching and training.

Mike Blake: [00:04:07] Along with a group of Atlantans, Soumaya launched the Islamic Speakers Bureau of Atlanta back in August 2001. We’ll talk about that. That’s an interesting date. As the current executive director of ISB, she serves the Muslim and wider community by building bridges of understanding, creating interfaith partnerships, developing community leaders, and creating spaces for mutual understanding and respect. Under Soumaya’s leadership, the ISB has developed its core programming and launched other key initiatives, including ISB Leadership Institute, 100 Influential Georgia Muslims, and 40 under 40 Georgia Muslims.

Mike Blake: [00:04:44] In 2017, Soumaya created a partnership with the Atlanta Mayor’s Office to host ISB’s first ever Ramadan Iftar hosted at Atlanta City Hall. And in 2018, the second Atlanta mayor Iftar was attended by over 250 people. Soumaya has received many awards and recognitions for her work with the ISP, including Academy of Women Achievers of the YWCA, the Arab-American High Achiever Award of the Alif Institute, City of Atlanta Phoenix Award, the FBI’s Community Leadership Award. That’s interesting. We’ll have to get back to that. She’s a citizen diplomat for the US State Department and numerous other recognitions, but you get the idea. She’s highly accomplished and highly recognized for those accomplishments. And we are fortunate. And I am so glad she agreed to come on the podcast. Soumaya, thank you for coming on the program.

Soumaya Khalifa: [00:05:36] Mike, it’s my pleasure and honor. Thank you so much for having me.

Mike Blake: [00:05:40] So, before we get into this, I want to ask because I think this is really important, the FBI’s Community Leadership Award. Tell us about what led to being recognized. I assume it’s the FBI, like what I recognized, Federal Bureau of Investigation, or some other acronym. What led to that?

Soumaya Khalifa: [00:06:03] Yeah. So, that was quite an experience. I got to actually travel to their headquarters and receive the award by then FBI Director Mueller. And it was quite an experience being there, and touring their facility and just seeing what’s there. I was part of their outreach, diversity and inclusion outreach team that we had for several years many years ago. And they recognized the work that the ISB does here in Atlanta in terms of building bridges, and they felt like that was something that is much needed, and they recognized me for the work. So, I was, again, very fortunate and gotten a lot of awards and recognitions that I wouldn’t have dreamt of many years ago. So, again, very lucky and very fortunate.

Mike Blake: [00:06:57] Well, congratulations and thank you for your service to our society. So, I’ve studied Islam about as much as I needed to to graduate from college with a Liberal Arts degree. I know it’s a highly complex religion, but how would you describe your faith? I think you can do a much better job than I ever could.

Soumaya Khalifa: [00:07:22] Yeah. So, it’s not any more complicated than Christianity or Judaism. The three faith traditions are monotheistic religions and they’re Abrahamic traditions. So, there are a lot of similarities between the three. In terms of the essence of Islam in the word itself, it means peace, submission to the will of God, and creating peace in the world. And the person, even Muslims, when they greet each other, they have a covenant that they say to each other, and that is, “May peace be upon you,” which means that you will not get anything from me but peace, whether it’s in interactions, or talking about you, or anything at all, it’s peace.

Soumaya Khalifa: [00:08:09] So, it is a misunderstood religion. It is a religion, unfortunately, that a lot of people associate terrorism with. And I love talking to groups and asking them, “You know what comes to mind when you hear the word “Islam” and “Muslims?” And sometimes, people don’t want to say, and I say, “Hey, how about the T word, does that come to mind? Do you hear it?” And yeah, they do.

Soumaya Khalifa: [00:08:33] So, the two misconceptions about Islam that I hear all the time is that Islam is associated with terrorism, all Muslims are terrorists, and the other one is that all women are oppressed. And I have a lot of fun with the second one because I ask audiences and people, do you think I’m oppressed? And they look at me and they say, “Well.” “So, you should ask my husband.” And we have a little fun with that.

Soumaya Khalifa: [00:08:58] But absolutely, it is. It’s a religion that people don’t know about. And a lot of times, when they hear about it, it is in a very negative sense. There isn’t a face of Islam that is carried throughout our country and our communities that portrays the good that Muslims do. And Muslims, like any other group of people, Christians included, Jews and Hindus and others, there is the good, the bad and the ugly.

Mike Blake: [00:09:28] So, you made an interesting decision and a conscious one, not just to really connect your faith with your business but to build a business, if you will, around your faith. A lot of it is around educating individuals, companies, organizations about Islam, about inclusiveness with people who practice that faith and others. I know it’s not just limited to that, but certainly it is sort of the headline. So, what drew you to that? I mean, you’re a very capable person. You could have done, I’m sure, anything that you wanted. What drew you to make that your mission?

Soumaya Khalifa: [00:10:11] Sure. I just want to make a distinction here. I wear a couple of scarves, if you will. So, I have a nonprofit (versus hats). There’s the nonprofit that I started in 2000 right along with a group of people who wanted to do something about building bridges of understanding because what we saw then, and it’s still happening right now, is that people speak about Islam and Muslims, and they have not a good idea and not a correct idea about Islam and Muslims. They don’t know about our community. So, we wanted to train people within the First Amendment guidelines of teaching and not preaching to be able to speak about Islam and Muslims to have embody they’re my neighbor, they’re my coworker, et cetera, and really building that connection between people.

Soumaya Khalifa: [00:10:57] And so, that is one thing that was started in 2001. And at the time, I was in corporate America doing human resources. So, thinking back about that journey and what I did then, I just can’t even comprehend how I did that while having a full-time job in corporate America. So, that’s one thing that I felt like was necessary to build bridges of understanding. And it wasn’t about promoting the religion. It was just to understand each other and build a stronger community where people don’t fear others. So, that’s one of the things that I do.

Soumaya Khalifa: [00:11:29] The other one is a business, and that is Khalifa consulting. And as you mentioned in the introduction, it’s to help people understand the business they’re getting into, to understand the culture for them to be successful. Khalifa Consulting has many consultants that cover the whole wide world. So, if we have a client that’s going to Germany, we have somebody who can do Germany. China, Russia, what have you, there’s that network of consultants who cover the whole wide world.

Soumaya Khalifa: [00:12:00] Because of my own background, my own cultural background, my own upbringing, I offer the training, and the consulting and the coaching on the Arab world. And as you know, the majority of the Arab world is Muslim. And so, we talk about Islam, and how it impacts their business, and what do they need to be aware. Of anything from gift giving, don’t do pork or alcohol, to the holidays, to how people communicate. And that’s not religion; it’s more culture.

Soumaya Khalifa: [00:12:31] So, those are the two distinctions in terms of the business piece and the nonprofit work. But it’s like you said, both of them are about helping people understand in different circumstances. With the ISB, it’s more about community and community building. And Khalifa Consulting is about the business world and helping individuals, leaders and organizations be successful as they interact with different cultures.

Mike Blake: [00:13:00] So, yeah and understood. There’s a cultural component, religious component. And while they are certainly separate, they frequently are quite closely linked. And so, what I’d be curious to understand from you is this, is that, are there ways in which the way you conduct business is maybe different from what kind of a garden variety, if this can even be said, but a garden variety American business is conducted because of your desire and the importance to you of being true to your faith? Does it manifest itself in the business? Does Islam manifest itself in the business itself? I hope I have asked that question in a way that you understand

Soumaya Khalifa: [00:13:49] Yeah. I think each and every one of us has a moral compass. And the moral compass is the faith tradition that we adhere to. And whether we realize it or not, it kind of helps us navigate through things. For instance, holding true to your word, keeping the individual, valuing the customer, valuing yourself, telling the truth. And I don’t think this is just to Islam, but I think it’s due to many faith tradition, treating people with dignity and respect, not cheating people, et cetera, et cetera.

Soumaya Khalifa: [00:14:30] And again, this is in Islam ,as well, I’m sure, as Christianity, and Judaism, and other faith traditions as well. So, it is my moral compass. It’s probably unconscious, but it’s there. It’s how I’m kind of wired. And again, I believe that that’s not just particular to me, but it’s to everyone else.

Mike Blake: [00:14:54] So, you chose to name your firm Khalifa Consulting. And I think to most people that they may understand that that’s your last name or your family name or not. But it clearly sounds like a name that comes from a region that practices a lot of Islam, at least fairly widely. Was that a conscious decision in the branding? And whether it was or not, have you found that it evokes any kind of maybe preconceptions or stereotypes? Does it help you within the Islamic community? Does it create barriers elsewhere? Talk about kind of how that’s impacted the business. If it has at all?

Soumaya Khalifa: [00:15:43] I love the question. So, I’m going to tell you a story. There was an event in Atlanta and a high-up person in the Gulf State was here to speak about their country and how opportunities are there, et cetera. And I attended, and I walked in, and people saw my name who are not part of that country’s entourage, if you will. And they saw my name, and I was like given the royal treatment. And I was just saying, “What in the world is that?” I was just like not really comprehending what was going on. But they saw my name and they thought I was part of the royal clan for that country. And they just took care of me. And after a while, I realized what happened.

Soumaya Khalifa: [00:16:30] But, yeah, I think the reason that I chose Khalifa Consulting is because when I started out, I was not sure how it was going to go in terms of what my business is going to focus on because I have a wide variety of things that I provide and do, all the way from consulting, coaching, executive coaching, and human resources, and the intercultural world diversity and inclusion. So, I wanted something that kind of was an umbrella name that brought all those things under it. So, that’s the reason. I don’t know whether it was a smart way of doing it or not, but that’s how I started. And because I started that way and I’ve been known in the marketplace as that, I’m just continuing with it. Is there a better name? Maybe, but moving forward with Khalifa Consulting.

Mike Blake: [00:17:23] So, I’m going to ask you a completely off-the-wall question because I’m a language junkie and probably a lot of our listeners will roll their eyes, but that’s okay, it’s my show. And that is, I’m curious-

Soumaya Khalifa: [00:17:35] Go for it.

Mike Blake: [00:17:35] I’m curious if the name Khalifa, is at all related to the term chalice, which implies some sort of of Ducci, or county, or something of that nature.

Soumaya Khalifa: [00:17:47] Yeah. Khalifa means Vice Gerente or the ruler. And so, within the Islamic tradition, the Khalifa is the leader of the group, or the family, or  I’m just really lucky to have that name. I feel like, “Hey, all right, I need to live up to it,” but yeah. Khalifa means a responsible person, right? So, it’s a godsend human beings to be His vice gerente on earth, so human beings could take care of the earth, et cetera. So, it has like a title of of leadership, but it also has a title of true responsibility.

Mike Blake: [00:18:31] Well, good. Thank you for that. So, that’ll be our duo-lingo diversion for the day. So, do you ever run into any kind of conflict? Do you ever have to make any conscious decisions of where your faith starts and ends, where your business starts and ends? Do you find yourself having to make decisions that maybe today, I want to be less obvious or open about my faith, or another day in another situation, I want to be more open about my faith? So, do you ever have to make those kinds of decisions? And if so, what goes into that?

Soumaya Khalifa: [00:19:06] Yeah. I really don’t think about it that way at all. I am who I am. And I struggle with that for a long time, and it was a journey. I was born in Egypt, came to Texas as a teenager. I went to middle school and high school. And throughout my early years, I really struggled with my identity, and I struggled with my Egyptianness, if you will, my Muslimness and my Americanness. And it was like three people in one. And those three people in one did not come out as three people in one told people. I would reveal parts of me that I thought people were comfortable with.

Soumaya Khalifa: [00:19:47] So, until I took that journey of being comfortable with who I was that I said, “Hey, world, here I am,” and this is when I started covering my hair. It was shortly thereafter that I started the Islamic Speakers Bureau. This is when I really embraced who I was. It was not an easy journey. It was much, much easier not to wear a headscarf and to just kind of try to build in and assimilate, but I felt like part of me was being lost. That, besides the nagging of my mom. When are you going to cover your hair, right? When are you going to cover your hair?

Mike Blake: [00:20:24] Parents. Well, parents will always have a big influence on that.

Soumaya Khalifa: [00:20:27] They sure do.

Mike Blake: [00:20:28] So, I’m curious, and if this question is out of bounds, weigh it out, but was there one particular incident that pushed you over and said, “You know what? Yeah, I want to embrace this identity. I’m going to wear the headscarf and let strangers know that I’m a practitioner of Islam”?

Soumaya Khalifa: [00:20:51] Yeah. I think it was more than a journey versus a one incident that happened that kind of got me to do that. I was listening to religious tapes about how women are supposed to do that. And by the way, women who do not cover their hair, who are Muslim, it does not mean they are less religious. It’s just they choose not to. So, it was just that, plus my mom, plus I just felt like, “Hey, I’m not getting any younger, I need to do something about it.” And I did.

Soumaya Khalifa: [00:21:18] And I have to tell you, that was just like the most uncomfortable decision I ever made in my life. I did not know how to put the headscarf on. I remember, at the time I was working, I just finished my MBA, and I was working as an intern for a major company, and one day, I went with my hair. And then, the following Monday, I went in with the head covered, and people did not know what to make of me, and I had to do a lot of explanation. And as that was going on, my scarf fell off because I did not know how to put it on. And it was just like a real ordeal.

Soumaya Khalifa: [00:21:55] And even though it’s a piece of cloth, it’s a lot of psychological getting used to and being able to be comfortable with it. And I wasn’t comfortable with it for a long time. And I felt like people were staring at me and the whole nine yards until I embraced it myself and started shopping for different headscarves. And there was something more to shop for. I got very excited about that. And that’s when I became okay with it.

Mike Blake: [00:22:23] Now, we had a previous conversation. You said something that I think is fascinating and I just did not know is that not all scarves are alike. And the way that one wears it, you can identify somebody’s origin from the Muslim world or how they practice Islam by virtue of how their scarf is is worn, correct?

Soumaya Khalifa: [00:22:46] Yes, yes, yes, absolutely. And even what age category they might be from. It’s fascinating. It’s a fascinating observation just to sit there and kind of look at women’s scarfs, and how they tie them, and what color, what’s the material, et cetera. Now, I’ve discovered something since we talked. I discovered there’s a COVID scarf. And the COVID scarf is a scarf where people could put their masks on while having a scarf on. So, the regular scarf that I used to wear would not allow me to put this really easily. And so, this is now my COVID scarf because it allows us to put on the mask and take it off easily.

Mike Blake: [00:23:26] Well, one adapts, right? So, Islam has been around a long time. So, it’s gone through many adaptations. This is another one of those adaptations, I guess. So, you led off by kind of pointing out the elephant in the room.

Mike Blake: [00:23:44] So, I want to put a bright light on it. And that is it strikes me that having a business that is associated with Islam is different from one that’s associated with Christianity or Judaism, not only because it’s less common and also more concentrated, I think, in certain regions of the country but, of course, America itself has had a troubled, and frankly – and I’m not going to get into the reasons why, but you cannot deny there’s a violent relationship with, say, certain elements of Islam, I guess, for lack of a better term or, at least, conflict with individuals who have decided to brand themselves under the name of Islam in order to accomplish whatever social and political goals that they’re accomplishing. And that’s a little bit different, right? You’re operating in a country that in some cases, recently, has been in a state of war with Islamic countries.

Mike Blake: [00:24:54] And I will say this. I thought George Bush the first did a really good job of trying to make clear that we were at war with states that happen to have governments that claim to espouse Islam, and we are not pursuing war against the Muslim people. It’s a very sort of dancing on the head of a pin there. But I do think he made a good faith effort to try to communicate that. But I mean, it’s got to be different, right?

Mike Blake: [00:25:21] I mean, America right now does not have a military conflict with a Christian-dominated or a Jewish-dominated nation, but America has had that. I think it necessarily creates, I think, certain tensions, certain preconceptions. I think even, unfortunately, among certain people, a starting point of suspicion and hostility. One, I guess, do you agree with that observation? And two, if so, how do you work within that? How do you survive mentally in that kind of environment, because I can only imagine how difficult that must be?

Soumaya Khalifa: [00:26:16] Yeah. In terms of the conflict between the US and Muslim majority countries, that is a debate that people can have. Is it really a conflict, or we talked about weapons of mass destruction in Iraq, and after so many years, we found that there were no weapons of mass destruction? And so, there are a lot of debate going on about about the validity of the conflicts that we are part of and claimed for it to be because of whatever. So, let’s put that aside.

Soumaya Khalifa: [00:26:50] But what I want to say, what’s really here and now that is a very troublesome is the Muslim ban. When we have a Muslim ban, and I walked down the street with the headscarf on, that puts me and my fellow 12 million Muslims, American Muslims, in jeopardy because people are getting a message from the highest office in this land saying Muslims are a danger to our country and our society. So, that is truly something that hits very close to home, and I can talk for a long time about that.

Soumaya Khalifa: [00:27:25] But in terms of the business itself, it’s not about just Islam and Muslims. Khalifa Consulting, it’s about cultural understanding for the whole wide world. And it’s not just me. I have about 10 or 12 colleagues who cover, again, the entire world. But when it comes to the part of the world that I handle, which is the Arab world and the US, people want to come to us because we know how to help them to navigate in that part of the world, in the business world, so they could be successful.

Soumaya Khalifa: [00:27:58] I have worked with so many different organizations, US organizations, that their market in the US is basically shrinking, and the only way for them to expand is to go to emerging markets, what they call emerging markets. And the Arab world with over 300-400 million people, it’s a very opportune place for many of the businesses, whether it is in the car business, or the automotive business, or defense, or food. So, it’s a business decision. It’s not about the faith. It’s not about anything.

Soumaya Khalifa: [00:28:39] We talk about the faith that’s part of them understanding what they’re getting into because you don’t want them to schedule meetings for Friday. Why weren’t the Saudis, or the Egyptians, or, or, or coming to our meetings on Fridays? Because it’s their holidays. It’s their weekly weekend. And so, you don’t do that. And this is just a very simplistic example of seeing people who don’t understand the different ways of communication.

Soumaya Khalifa: [00:29:07] Americans tend to be more direct communicators. When you go to the Arab world, it’s about saving face. It’s to not put anybody in an embarrassment position. So, how do we understand indirect communicators, and how do we bridge that gap between the two cultures to run the business, to get to the bottom line, to add to the bottom line and be successful? So, it’s not all about religion. It’s about being successful in a different culture that is very different for many people to navigate through.

Mike Blake: [00:29:43] Before we recorded our show, I got dressed because we’re doing video. I had originally put on a T-shirt that said “Got bacon,” and my wife said, “Aren’t you doing that interview about Islam today?” I go, “Yeah.” She says, “Are you really sure you want to wear that for this video?” “No. Maybe you’re right. Maybe I’ll do a quick change here.” So-

Soumaya Khalifa: [00:30:10] But there is turkey bacon too. So, there are always options. It’s not all pork. There’s turkey bacon.

Mike Blake: [00:30:16] Oh! I haven’t thought of that. I had a chance to win an argument with my wife and I blew it. Ugh! Okay. Well, at any rate, but-

Soumaya Khalifa: [00:30:16] You should have called me, Mike.

Mike Blake: [00:30:28] Sure, I should have. I should have. So, let me ask this. The thing about … actually, this actually segues to one of the questions I really wanted to make sure I got to. So, bearing what you just described in mind, and to me, it reminds me of maybe a little bit of what it might have been like to be a Russian immigrate here during the height of the Cold War, right? You’re here, but you’re obviously from “the other side.” And I have to imagine that that also had its own challenges. Now, the timeline for Khalifa Consulting was you started it in August of 2001, correct?

Soumaya Khalifa: [00:31:15] That’s the ISB.

Mike Blake: [00:31:16] ISB, sorry. The ISB in 2001.

Soumaya Khalifa: [00:31:18] Yeah, yeah.

Mike Blake: [00:31:18] That’s right. Khalifa was 2007. So, you started that. And then, a month later, the attacks of September 11th, 2001.

Soumaya Khalifa: [00:31:30] Three weeks.

Mike Blake: [00:31:30] And so, I mean, walk through as as somebody who just launched an Islamic commercial venture, and feel free if you want to just comment on being a practitioner of Islam at that time, what’s going through your head? How does your life experience change? What are you thinking about your business?

Soumaya Khalifa: [00:31:57] When you were talking about that, my whole body felt like I was there in September 11th, 2001. It was a nonprofit that I launched. It was into businesses, and non-profit, educational outreach. We had our training on August the 18th, which was approximately three weeks before 9/11 happened. We had just trained people to speak about Islam and Muslims within the First Amendment guidelines. They took their test, and we were getting ready to launch.

Soumaya Khalifa: [00:32:30] When the morning of 9/11, I went to my job, and I was in downtown Atlanta in the high-rise up on a very high floor. I heard the news about what happened in New York and in Washington. And I was scared. I was very scared. I was sad. I was angry. I had no idea what was going on. I was just thinking the people who were killed. Are people like me who went to their work in the morning, and they were waiting to get home to their kids and their family? And guess what? They did not make. And what was the reason for that? And it was a very, very tough day, I had three children at the time. I still have them, Thank God. They were in daycare and what have you. I was very worried about them. I was very worried about my husband.

Soumaya Khalifa: [00:33:28] They were talking about the terrorists were going to hit Atlanta because of CNN. We were very close to CNN. They pulled us all into a conference room to watch what’s going on. And I mean, I’m talking about right now, and just my whole body feels the same way. It was just very, very, very angry, very scared, very just in despair. Why did that happen? How can anybody do this?

Soumaya Khalifa: [00:34:02] And then a few days later, we find out who did it. And I got even angrier because the people not only killed 3000 people for no reason at all, innocent people, but they also hijacked a whole religion at 1.5 billion people. And so, anger. It got even worse because what they did to a religion in people. And we’re still paying the price of the horrendous, stupid act that they did. I can’t tell you how angry I am still. And I hope they get what they deserve in the hereafter because human life is very sacred in Islam, and taking innocent life is just one of the worst ever transgressions in the religion. Nobody could call themselves a Muslim and do that.

Mike Blake: [00:35:10] Yeah. As an observer, you try to put yourself, and as an interviewer, you try to put yourself in the shoes of the person that you’re interviewing. And I can hear in your voice how tremendously upsetting that must have been and continues to be. And like the rest of us as a country, we’ve had to move on, and the Islamic community has had to move on and attempt to build bridges. And in our society, some people have moved on, I would characterize, more successfully than others.

Mike Blake: [00:35:55] And let’s move on beyond that. In spite of that, I’m curious kind of in the wake of that attack, there must have been – I would hope that there was – maybe even a rise of interest in the Islamic Speakers Bureau because I think a lot of us … I grew up in the ’80s and the ’70s. So, when I was a child, I remember the conflict with Iran, the Iranian hostage crisis. I remember that there was a spate of hijacks of American aircraft, but the September 11th attack was, of course, an entirely different animal.

Soumaya Khalifa: [00:36:43] It was in our land.

Mike Blake: [00:36:44] Yeah. And in our land against one of the most important symbols, I think, of American economic strength in many ways, you could say, and at the heart of the country, short of an attack on the White House or Congress or something. I don’t want to belabor, but the point is that I think a lot of us were kind of left why. And some of us seek answers in the why. We want to know who’s responsible, right? Who overlooked opportunities to stop this? And there are many reports, and conspiracy theories and whatnot. I’m not going to discuss those today.

Mike Blake: [00:37:22] But I wonder and I hope that maybe you saw a surge of interest in speakers after the attack as people kind of want to understand, okay, this is horrible, and it’s probably going to lead to worse things down the road because you know the United States is not going to just not respond. You know there’s going to be a significant response. Did you see an increase in interest in people wanting to get your take in some expert opinion as to kind of what’s going on here?

Mike Blake: [00:37:55] Yeah. So, absolutely. When we realized who did it, et cetera, the board of the newly found Islamic Speakers Bureau or ISB, we kind of talked about what do we do? Do we kind of backtrack like we didn’t exist or do we move forward? And the decision was made, fortunately, that we needed to move forward. And we started receiving calls, and emails, and a lot of interest in people wanting to meet a Muslim, wanting to understand better, and wanting to understand their neighbors, et cetera.

Soumaya Khalifa: [00:38:34] And one of the stories that happened right after 9/11 is when an Episcopal pastor in Fayetteville – we used to live in Fayetteville – who reached out. He called. He called the number for the ISB and said, “This is so and so. And I’m driving up to the mountains, but I want to invite a speaker to come on.” And he gave his numbers, but it was so mumbly towards the end, it was a bad connection that the last three numbers didn’t come through. And I remember trying all possible three number combinations until I was finally able to get through to him.

Soumaya Khalifa: [00:39:17] And that friendship has lasted all through the years. He has moved on to different parts of the country, but we still stay in touch and communicate very often. So, there are a lot of silver linings from 9/11, as well as the tragedy, and the heartache, and the sadness that also came out of it. So, absolutely, there was and still is a silver lining from that.

Mike Blake: [00:39:47] So, I’m going to switch gears here. Sometimes, you can see in some face that people can use faith opportunistically in business. And I’ve certainly seen it. I speculate that you’ve seen it, but I don’t know. But I’m curious, so I’m going to ask you that question. Have you seen – and it doesn’t even have to be related to Islam, I guess, but since that was where your expertise lies, I imagine that’s going to be your perspective. Is there a temptation or have you encountered where people have tried to somehow capitalize kind of overtly on presenting a faith because they think it’s going to ingratiate themselves to a particular community, and therefore allow them to address what they think is an attractive market?

Soumaya Khalifa: [00:40:48] Yeah. I don’t believe in that. I don’t.

Mike Blake: [00:40:55] Right, I’m sure you don’t, but I’m sure, but have you seen it.

Soumaya Khalifa: [00:40:59] I’m sure I’ve seen it. I just can’t think of an example right now. But I am of the opinion and of the practice that everybody’s free to believe in whatever they want to believe. All that matters to me is how you treat me and you treat others around you. And pushing anybody’s faith on anybody else, I think that is so disrespectful. I really do. I believe that people are smart enough to think through what’s important to them and how they want to believe or not believe.

Soumaya Khalifa: [00:41:31] In the business that I’m in, whether it’s the non-profit or the consulting, it’s whoever feels that I’m a good fit for them and could provide the services that they need, then let’s let’s talk about it. But I don’t feel like it’s the right thing to use the business or the faith to be opportunistic.

Mike Blake: [00:41:56] Are there-

Soumaya Khalifa: [00:41:56] Did I answer your question?

Mike Blake: [00:41:58] Yeah. No, you did. You did.

Soumaya Khalifa: [00:42:00] Okay.

Mike Blake: [00:42:00] You did because I have seen it. I guess I bring it up because I have overtly seen people, for example, that they’ll go to a Bible study circle. And I know for a fact they do that because they think that that’s a way to generate prospects. And that strikes me as, frankly, repugnant, and repulsive, and immensely disrespectful to the religion.

Mike Blake: [00:42:36] And really, what I’m trying to get at is my hope is that that would be a unique case, but I’m not quite certain that it is. And in some religions and some religious communities, I think that there is a temptation to present a certain faith because they think that’s going to drive the business, but they aren’t necessarily themselves people of faith. And it bothers me. I’ve only seen that really in certain communities. I’m just curious because I have somebody here who’s embedded very much in the Muslim community, if that’s a phenomenon that you’ve ever witnessed.

Soumaya Khalifa, Khalifa Consulting: [00:43:23] Yeah.

Mike Blake: [00:43:24] Basically, it’s a universal temptation.

Soumaya Khalifa, Khalifa Consulting: [00:43:27] Got it. So, for instance, do real estate agents who happened to be Muslim go to a mosque, so they could pass out their card, et cetera? I’m sure that happens all the time. But for my own business, actually, my clients are not within the Muslim community itself, whether it’s the nonprofit or for my consulting. It’s people who are doing business outside the United States or talking about diversity and inclusion, and having Muslims in the workplace, and what are the reasonable accommodations, and how do we do that, and how do we understand them? How do we make sure everyone under our roof as an organization feels comfortable, valued and they belong? So, those are the clients that I’m looking for, people who need my help and find me to be the most competent person to help them get to where they want to go.

Mike Blake: [00:44:20] So, we’re talking to Soumaya Khalifa today of Khalifa Consulting and the Islamic Speakers Bureau. And we’re doing a part two of our podcast on Should I Mix My Faith With My Business? And we’re running out of time, but I do have a couple more questions that I’d like to to squeeze in here. And one is, is there a company that you admire that is Islamic facing – it doesn’t even have to be an American company. But is there a company that you admire that you think really gets it right, that maintains its commitment to its faith, but at the same time, doesn’t shy away from its faith, and at the same time, it’s commercially successful?

Soumaya Khalifa, Khalifa Consulting: [00:45:08] That is a really good question. Locally, here we have Chick-fil-A. And I haven’t been really associated with them on a professional level but their food is great, right? And people love their food. And for me, lemonade, their lemonade is really awesome. But I think diversity and inclusion – and I believe that faith comes under that – is a journey. It’s not that, “Hey, I’ve done this, and this, and this. Now, we are there.” There was never there, right? It’s always trying to get to being better, and better, and better.

Soumaya Khalifa, Khalifa Consulting: [00:45:46] And so, I know there are many, many, many organizations throughout the country that are striving to be the best that they can be, but they will never get there because it’s always changing. The environment is always changing. With the recent Black Lives Matter and many other things that are going on, companies had to pivot. They had to understand where they’re at, where they’re going, and what does the market need, and what do the employees need. And so, it’s a constant, constant journey. I don’t think anybody would say, “I made it and I’m there.”

Mike Blake: [00:46:22] So, this has been a great discussion. I want to thank you so much for being willing to come on and discuss some tough topics and answer, I think, some challenging questions. I’m sure people would like to learn more about you, your business, and maybe even want to ask more about this. I have a feeling we have listeners that practice Islam and are wrestling with this question. Can people contact you for more information? And if so, what’s the best way to do that?

Soumaya Khalifa, Khalifa Consulting: [00:46:52] Absolutely. Would love to hear from the listeners. My email address, soumaya@khalifa.consulting. There is no dot com. So, soumaya@khalifa.consulting. And the phone number is 678-523-5080. And our website is khalifa.consulting. For the Islamic Speakers Bureau, its isbatlanta.org. Again, isbatlanta.org. And again, looking forward to staying connected. Mostly in LinkedIn and Facebook. So, find me whichever way that makes sense to you.

Mike Blake: [00:47:38] Thank you so much. That’s going to wrap it up for today’s program. And I’d like to thank Soumaya Khalifa so much for joining us and sharing her expertise with us. We’ll be exploring a new topic each week. So, please tune in, so that when you’re faced with your next executive decision, you have clear vision when making it. If you enjoy this podcast, please consider leaving a review of your favorite podcast aggregator. It helps people find us that we can help them. Once again, this is Mike Blake. Our sponsor’s Brady Ware & Company. And this has been the Decision Vision Podcast.

Tagged With: Brady Ware, Brady Ware & Company, cross cultural coaching, faith and business, faith in business, Human Resources, Islamic Speakers Bureau, Khalifa Consulting, Mike Blake, Soumaya Khalifa

Frazier & Deeter’s Business Beat: Andrew Smoltz and Taylor McDermott, United in Gaming

October 21, 2020 by John Ray

United in Gaming
Business Beat
Frazier & Deeter's Business Beat: Andrew Smoltz and Taylor McDermott, United in Gaming
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United in Gaming
Roger Lusby, Andrew Smoltz, and Taylor McDermott

Frazier & Deeter’s Business Beat:  Andrew Smoltz and Taylor McDermott, United in Gaming

United in Gaming Co-Founders Andrew Smoltz and Taylor McDermott join this edition of Frazier & Deeter’s Business Beat to discuss their community-centered gaming platform, how the pandemic has accelerated the growth of the gaming industry, and their goal of becoming the social network of choice for gamers. Roger Lusby, CPA is the host of “Business Beat” and the series is presented by Alpharetta CPA firm Frazier & Deeter.

United in Gaming

At United in Gaming, they believe in the power of one gaming community that welcomes casual and elite gamers to the same turf. No matter the skill level, they provide an inclusive platform for gamers to play and compete on their terms, creating an experience unique to each gamer.

Andrew Smoltz

Andrew launched UIG to tie together his experience and passion in esports and entertainment. Andrew has 10+ years of experience in the space with a focus in eSports and celebrity entertainment. The visionary behind COV-AID, Andrew has also helped jumpstart the debut league for ELEAGUE on TBS while working at IMG Live/WME. Andrew was also in charge of eSports research and recruitment for CSE Talent. In addition to agency background, Andrew brings relevant event planning and event management experience from his time with ETA.

Taylor McDermott

Taylor’s 10+ years of experience brings unique attributes that drive the eSports industry. Combining a high level of traditional sports marketing and sponsorship knowledge,  experience in client facing representation with professional athletes, to strategic revenue growth and analysis for Major League Baseball Advanced Media. Following his entrepreneurial  aspirations, Taylor founded UIG with longtime partner Andrew Smoltz, creating a strategic force with the goal of empowering a global gaming community through the power of opportunity.

Connect with United in Gaming

Company Website

LinkedIn

Facebook

Instagram

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.

You can find Frazier & Deeter on social media:

LinkedIn
Facebook
Twitter

An episode archive of Frazier & Deeter’s “Business Beat” can be found here.

Tagged With: Alpharetta, Andrew Smoltz, eSports, Frazier Deeter, gaming, Roger Lusby, Taylor McDermott, United in Gaming, virtual gaming

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