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HBS Legal Trends: Legal Implications of Using AI in Your Business, with Richard Sheinis and Jade Davis, Hall Booth Smith, P.C.

September 21, 2023 by John Ray

Hall Booth Smith Podcast Network
Hall Booth Smith Podcast Network
HBS Legal Trends: Legal Implications of Using AI in Your Business, with Richard Sheinis and Jade Davis, Hall Booth Smith, P.C.
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HBS Legal Trends: Legal Implications of Using AI in Your Business, with Richard Sheinis and Jade Davis, Hall Booth Smith, P.C.

Richard Sheinis and Jade Davis lead the Data Privacy & Cyber Security practice group at Hall Booth Smith. On this episode of HBS Legal Trends, Richard and Jade discussed the legal implications of using AI in your organization, including how AI can be used, the implementation of AI, developing internal AI policies and procedures, best practices, and much more.

HBS Legal Trends is sponsored by Hall, Booth, Smith, PC and is produced by the North Fulton Studio of Business RadioX®.

 

Hall Booth Smith, P.C.

Established in 1989, Hall Booth Smith, P.C. (HBS) is a full-service law firm with six regional offices strategically located throughout Georgia, as well as offices in Birmingham, AL; Little Rock and Rogers, AR; Denver, CO; Jacksonville, Miami, St. Petersburg, Tallahassee, Tampa, and West Palm Beach, FL; Missoula, MT; Asheville and Charlotte, NC; Saddle Brook, NJ; New York, NY; Oklahoma City, OK; Charleston, SC; and Memphis and Nashville, TN.

Experienced across a wide range of legal disciplines, HBS prides itself on providing knowledgeable, proactive, client-specific counsel to individuals, domestic and international corporations, state and federal agencies, and nonprofit organizations.

At HBS they possess the legal knowledge, skill, and experience to meet our clients’ needs wherever they do business. HBS maintains the highest commitment to serve clients ethically and professionally by providing the highest quality legal representation.

Company Website | LinkedIn | Facebook

Richard Sheinis, Partner, Hall Booth Smith, P.C.

Richard Sheinis, Partner, Hall Booth Smith, P.C.

Richard Sheinis has litigated in federal and state courts for 37 years and has been the first chair for approximately 175 jury trials. His clients have included health care professionals and institutions, technology companies, and global business entities.

Rich takes advantage of his litigation background to work with businesses in the areas of data privacy and cyber security, employment, and technology. He works with a wide variety of companies from small technology businesses to publicly traded companies with a global footprint.

LinkedIn

Jade Davis, Of Counsel Attorney, Hall Booth Smith, P.C.

Jade Davis, Of Counsel Attorney, Hall Booth Smith, P.C.

Jade Davis is an Of Counsel Attorney in the Tampa office of Hall Booth Smith, P.C. who focuses her practice on data privacy, cyber security, and construction.

Jade provides strategic privacy and cyber-preparedness compliance advice, and defends, counsels, and represents companies on privacy, global data security compliance, data breaches, and investigations. She advises companies on best practices in privacy, cybersecurity, data, mobile, cloud storage, Ad Tech privacy, Internet of Things, and other areas of regulatory compliance.

LinkedIn

Tagged With: AI, AI Law, artificial intelligence, Benefits of AI, corporate law, Hall Booth Smith, Hall Booth Smith P.C., Jade Davis, Machine Learning, Richard Sheinis, Risk of AI

Becoming a Charismatic Leader, with Cathy Reinking, Owner, Your It Factor LLC

September 20, 2023 by John Ray

North Fulton Business Radio
North Fulton Business Radio
Becoming a Charismatic Leader, with Cathy Reinking, Owner, Your It Factor LLC
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Becoming a Charismatic Leader, with Cathy Reinking, Owner, Your It Factor LLC (North Fulton Business Radio, Episode 697)

Cathy Reinking joined host John Ray on North Fulton Business Radio to talk about charismatic leadership. Cathy discussed what charismatic leadership is, how to enhance your own charisma, what she learned about charisma working with top actors, how self-knowledge and acceptance are the key to one’s success, connecting with others, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Your It Factor LLC

Your It Factor is a charismatic leadership program for B2B companies who want to offer their employees something extraordinary.

Cathy Reinking has taken her casting skill set and created a workshop for business people, helping them improve their performance by unearthing their own charisma through a rigorous program. She has worked with the top financial advisors, real estate agents, CPAs, media companies, tech companies, and salespeople.

In this unique workshop, Cathy uncovers the real you and helps you confront fears, known and unknown, in how you see yourself when interacting with others. This workshop not only helps overcome confidence issues, it helps uncover overconfidence issues, as well.

People who have gone through the program say it helped them in business by being a better communicator, having more confidence, and becoming more self-aware.

Website | LinkedIn

Cathy Reinking, Owner, Your It Factor LLC

Cathy Reinking, Owner, Your It Factor LLC

Cathy Reinking has been a Hollywood casting director since 1994.

She’s an expert at charisma. For decades she’s worked with some of Hollywood’s biggest stars, including Jason Bateman, Steve Carell, Tessa Thompson, Tony Hale, Jon Hamm, Kelsey Grammer, Will Ferrell, James Earl Jones, David Alan Grier, Ann Down, Jenna Fischer, Jim Belushi, Marsha Mason, Jean Smart, Michael Keaton, and more. Plus, she’s directed thousands of actors to book SAG-AFTRA network and studio jobs.

Her passion now is working with non-Actors, because she finds the skills she learned in “Hollywood” transfer extremely well to entrepreneurs, sales staff, managers, and really anyone who seeks to establish strong rapport and work well with groups of any size.

LinkedIn | Facebook | Instagram

Questions and Topics in this Interview:

  • What is charismatic leadership?
  • How can one enhance their own charisma?
  • What makes you not only an expert but a master at charisma?
  • What are your credentials?
  • Self-knowledge and Acceptance
  • Revealing One’s Authentic Self

 

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has 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.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Tagged With: Better Communicator, Cathy Reinking, Charisma, Leadership, leadership development, More Confidence, Workshop, Your It Factor

Angela Alea, LASSO

September 20, 2023 by John Ray

LASSO
Executive Perspective
Angela Alea, LASSO
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LASSO

Angela Alea, LASSO

Angela Alea, President and Chief Revenue Officer at LASSO, joined Danny Vander Maten to talk sales, leadership, and business. Angela discussed how she’s spent her career in sales despite her initial wariness of the field, how LASSO serves event companies, the impact of the pandemic on their industry, how LASSO survived and deepened client relationships during that difficult period, how she practices servant-leadership, and much more.

Executive Perspective is broadcast and produced by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

LASSO

LASSO is the all-in-one platform where event companies work.

They provide project management, inventory, logistics, proposals, and workforce management software that helps event companies:

⇢ Grow revenue ⇢ Streamline operations ⇢ Control costs ⇢ Minimize risk ⇢ Get real-time insights ⇢ Attract AV talent ⇢ Produce successful events.

Their mission is to inspire change for forward-thinking companies in the event and entertainment industry by bringing transformative solutions to the people that make exceptional performances happen.

Company website

Angela Alea, President & Chief Revenue Officer, LASSO

Angela Alea, President & Chief Revenue Officer, LASSO

Angela Alea is the president and chief revenue officer of LASSO, the platform where event companies work. LASSO has been recognized on Inc 5000 for the last two years, has been named Best & Brightest Place to work 5 years in a row, and was celebrated as a Technology Fast 500 company by Deloitte.

Although she swore she would never do sales, she has spent the last 20 years in revenue producing roles doing everything from sales, sales training, sales operations, and revenue management.

When she isn’t redefining what sales is, and more importantly what it isn’t, you can find her hanging with her husband, two kids, and their dogs in Alpharetta, a suburb of Atlanta.

LinkedIn

About Executive Perspective

Executive Perspective features executives and business leaders from a wide variety of sectors. Host Danny Vander Maten and his guests cover industry trends, insights, challenges, success strategies and lessons learned.  Executive Perspective is underwritten and presented by Cresa. The show series is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. A complete show archive can be found here.

Danny Vander Maten, Host of Executive Perspective

Danny Vander Maten, Vice President – Tenant Representation, Cresa, and Host of Executive Perspective

Danny joined Cresa in the Spring of 2016 and brought a diverse background with nearly 10 years of experience in finance, business operations, and strategy to his client’s real estate transactions.

At Cresa, Danny’s primary responsibilities include strategic planning, lease analysis, negotiations, and cost mitigation. As a registered Certified Public Accountant with an active license in the state of Georgia, Danny provides unique financial insight into every critical aspect of the transaction.

Cresa is the world’s most trusted occupier-centric commercial real estate firm. They strategize for the best possible results for occupiers everywhere. Cresa thinks beyond space. Partner without conflict. And apply their integrated expertise to make your business better.

Connect with Danny: LinkedIn | Twitter

Connect with Cresa: Website | LinkedIn | Facebook | Instagram | Twitter

Tagged With: Angela Alea, commercial real estate, Danny Vander Maten, Entertainment Industry, Event Management, Executive Perspective, Lasso, Leadership, pandemic, project management, Servant Leadership

Joe Menello and Jon Silverman, Wicker Smith

September 20, 2023 by John Ray

Wicker Smith
Business Beat
Joe Menello and Jon Silverman, Wicker Smith
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Wicker Smith

Frazier & Deeter’s Business Beat: Joe Menello and Jon Silverman, Wicker Smith

Wicker Smith Managing Partner Joe Menello and Partner Jon Silverman joined Frazier & Deeter’s Roger Lusby and Courtney Mishoe to discuss the growth of their new Atlanta office. Joe and Jon talked about attracting legal talent to their office, their path to the legal profession, how the courts have changed in recent years, the liability defense work they do, and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Wicker Smith

Idus Q. Wicker and James A. Smith formed a partnership in Miami, Florida in 1952 with the goal of providing legal services of exceptional quality and creativity to their clients.

Throughout the years the firm has changed in size and scope, but the goal of providing exceptional legal representation has remained the same.

Today, Wicker Smith is a full-service trial firm deeply experienced in handling significant and complex litigation for a broad variety of clients, ranging from multinational corporations to individuals. With over 260 attorneys, Wicker Smith services its clients through a network of 16 locations in Atlanta, Brunswick, Fort Lauderdale, Jacksonville, Key Largo, Melbourne, Miami, Naples, Nashville, Orlando, Palmetto Bay, Pensacola, Phoenix, Sarasota, Tampa and West Palm Beach.

Wicker Smith offers legal services in over 30 different practice areas and has a wealth of experience handling complex litigation for a broad variety of clients, ranging from multinational corporations to individuals.

The true strength of Wicker Smith resides in their ability to recruit and tenure a talented group of attorneys and staff professionals. Recognition from their peers serves as the benchmark for their success.

Company website | LinkedIn

Joseph (Joe) P. Menello, Managing Partner, Wicker Smith

Joseph (Joe) P. Menello, Managing Partner, Wicker Smith

Joseph P. Menello is a partner in Wicker Smith’s Atlanta office. Mr. Menello’s civil trial practice has focused primarily on the defense of professional and corporate institutions, as well as individuals. He has defended cases involving medical malpractice, premises liability, automobile liability, general civil litigation and professional negligence, covering a wide range of complex legal and medical issues. Mr. Menello is an active member of both the Georgia and Florida Bar Associations.

Mr. Menello earned his Bachelor of Arts degree with honors in 1994 from Florida State University and continued on to receive his Juris Doctor with honors in 1998. He was admitted to practice in the State of Georgia in 2021 and the State of Florida in 1998. He is also admitted in the U.S. District Court, Middle District of Florida, Northern District of Florida and Northern District of Georgia. Mr. Menello has earned a Martindale Hubbell’s highest AV Preeminent rating from his peers. He is also an active member of the American Board of Trial Advocates (ABOTA), Georgia Defense Lawyers Association and Claims and Litigation Management (CLM).

LinkedIn

Jonathan Silverman, Partner, Wicker Smith

Jonathan Silverman, Partner, Wicker Smith

Jonathan Silverman is a Partner in Wicker Smith’s Atlanta office, where he focuses his practice on civil litigation related to general negligence, premises liability, negligent security, medical malpractice, automobile negligence, and wrongful death defense.

Before returning to Wicker Smith in 2021, Mr. Silverman was a partner at a national defense firm in Atlanta, where he focused his practice on civil litigation and insurance defense.  Prior to that, he worked in Wicker Smith’s Naples, Florida office and focused his practice on civil litigation and insurance defense.  He began his legal career as an Assistant Public Defender at the Office of the Public Defender, 20th Judicial Circuit, in Fort Myers, Florida, where he handled a high volume of cases ranging from simple misdemeanors to punishable by life felonies, gaining invaluable jury trial experience along the way.

Mr. Silverman earned his Juris Doctor from Nova Southeastern University in Fort Lauderdale, Florida in 2011.  Prior to that, he attended the University of Miami in Coral Gables, Florida where he earned a Bachelor of Arts degree in History and Political Science in 2006 and a Master of Arts in Liberal Studies in 2007.  While in law school, he was a member of the Moot Court Society and Nova Trial Association, and he also completed two internships for the Miami-Dade Public Defender’s Office.

Mr. Silverman is admitted to practice in Georgia and Florida.

LinkedIn

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, Partner in Charge of the Alpharetta office of 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 | Instagram

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

Tagged With: attorneys, civil litigation, Construction, Courtney Mishoe, CPa, Frazier & Deeter's Business Beat, Frazier and Deeter, Roger Lusby, Transportation, Wicker Smith

Connecting Underserved Communities to Healthcare, with Terrence Hight Jr., Hight Health

September 19, 2023 by John Ray

North Fulton Business Radio
North Fulton Business Radio
Connecting Underserved Communities to Healthcare, with Terrence Hight Jr., Hight Health
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Connecting Underserved Communities to Healthcare, with Terrence Hight Jr., CEO, Hight Health (North Fulton Business Radio, Episode 695)

CEO of Hight Health, Terrence Hight Jr., joined host John Ray on North Fulton Business Radio to talk about connecting underserved communities to health care. They discussed his entrepreneurial journey, the importance of community health, health equity, improving healthcare for all, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Hight Health

Hight Health is the world leader in connecting underserved communities to healthcare. They are Atlanta-based health care coordination company focused on addressing Social Determinants of Health (SDOH). They provide health-related events, resources, and care coordination efforts directly in the communities they serve. This allows them the ability to coordinate access to health care and engage individuals in their care. They are real people, engaging real communities, through real health.

A lack of access to care, health information, and living with untreated health issues leads to a lower quality of life and can shorten a person’s life span. Hight Health addresses these issues by acting as the link to health professionals and resources.

Website | LinkedIn | Facebook | Instagram | Twitter

Terrence Hight Jr., CEO, Hight Health

Terrence Hight Jr., CEO, Hight Health

Terrence Hight Jr., is the Founder and CEO of Hight Health, the world leader in providing access to care for underserved populations. Terrence has worked entrepreneurially and professionally in the healthcare industry for over a dozen years; leading projects for organizations such as Optum360, Dignity Health System, Northwell Health, and WellStar Health System. As CEO of Hight Health, Terrence oversees large-scale access to care community health events. Hight Health events have provided awareness and education to over 10,000 and the in-person events have provided health access to over 1,000 across Metro-Atlanta. Terrence was also a faculty member in the College of Nursing and Health Professions at Georgia State University. In 2023, Terrence received a Georgia State University 40 Under 40 Alumni award. He holds a bachelor’s degree from Georgia State University and an Executive MBA from Kennesaw State University.

LinkedIn | Instagram

Questions and Topics in this Interview:

  • Entrepreneurial Journey
  • Healthcare Access
  • Community Health
  • Health Equity
  • Improving Healthcare for All

 

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has 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.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Tagged With: community health, health equity, Healthcare, healthcare access, hight health, Social Determinants of Health, terrence hight, underserved communities

Finding Trade Technicians, with Barry Adams, Peachtree Awnings

September 19, 2023 by John Ray

Partnering with Local Technical Schools
North Fulton Studio
Finding Trade Technicians, with Barry Adams, Peachtree Awnings
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 Technicians

Finding Trade Technicians, with Barry Adams, Peachtree Awnings

Barry Adams: And we don’t have a thousand employees, but we always need one, two good trade technicians. And so whether it’s welding or project management, construction management or installation technicians we can find those, but you really and I told my HR manager, When you build these relationships with an institution like Gwinnett Tech, you can’t be one and done.

You gotta show up all the time, if they have a job fair. You can’t just be a fair weather friend. You have to be there all the time because they’re in the business of placing their students. They’re in the business of finding jobs for their students. And we help assist that and create that pipeline for people coming out of their technical school into Peachtree Awnings.

And it’s really, it’s took a little time, took a little time, but like any relationship you’ll get out of it, what you put into it. And I feel like what we get out, we’ll get from the tech is a times 10 kind of relationship. So it’s been really awesome.

Listen to Barry’s full ProfitSense with Bill McDermott interview here. 


The “One Minute Interview” series is produced by John Ray and 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: Barry Adams, One Minute Interview, Peachtree Awnings, ProfitSense with Bill McDermott, technical college, The Profitability Coach, trade schools, Trade technicians

Daniel Sosebee and Heather Fleming, MST

September 19, 2023 by John Ray

MST
North Fulton Business Radio
Daniel Sosebee and Heather Fleming, MST
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MST

Daniel Sosebee and Heather Fleming, MST (North Fulton Business Radio, Episode 695)

Daniel Sosebee and Heather Fleming with MST were guests on this episode of North Fulton Business Radio with host John Ray. Daniel and Heather each shared how they came to MST, what MST does for family businesses, and what makes them unique. They also talked about how cloud accounting has changed their business, the advantages they bring to their clients, success stories, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

MST

MST’s focus remains on serving privately owned businesses, entities domiciled in the United States owned by a foreign parent company, and nonprofits since 1956. We opened our first office in Brunswick, Georgia, with two partners and five employees driven to give individual and organizational clients the pinnacle of business support and consultation. Now, with four offices, ten partners, and more than 100 employees, we are equipped to support a broader clientele with an extensive array of specialized services.

After achieving substantial growth through the Brunswick office, we expanded operations into the Atlanta market, opening a second location in 1967. Positioning ourselves in this southeastern hub was essential to serve the extensive metro community. Twenty years later, in 1988, we furthered our outreach in Georgia by opening a third office in Gwinnett County. In 2017 through the growth of the firm and our clients, we were able to open a New York office to better serve clients with holdings in the Northeast.

Our focus has remained constant throughout our distinguished growth and history: the entire MST team is dedicated to creating lasting success for our clients and continuing opportunities for our employees. Our achievements have been recognized by Accounting Today and Atlanta Business Chronicle, where we are consistently named in the “Top 25 Accounting Firms.”

MST is an independently owned and operated member firm of Moore North America (Moore NA), a regional member of Moore Global Network Limited (MGNL). All the firms in MGNL are independent entities owned and managed in each location.

Website | LinkedIn | Facebook | Twitter

Daniel Sosebee, Associate Member, MST

Daniel Sosebee, Associate Member, MST

Daniel is an associate member in MST’s Gwinnett office. He specializes in assurance and attestation services for closely held businesses and not-for-profit organizations. His expertise includes a variety of industries such as distribution, manufacturing, construction, technology and dealerships, as well as serving on a number of significant non-profit engagements, including our largest private foundation clients.

In addition to assurance and attest engagements, Daniel is passionate about building relationships with colleagues, clients, prospects and networking within the communities we serve. This passion has led Daniel to the position of Director of Business Development where his role is to lead the Firm through organic growth, mergers and acquisitions as well as develop new lines of business. Secondly, he oversees the Firm’s employee retention and recruiting department in which he works hand-in-hand with the Firm’s retention and recruiting specialist.

Daniel obtained his BBA in Accounting from Georgia College and State University (where he also was a member of the men’s golf team) and completed his Master of Accountancy at Kennesaw State University.

Daniel is a member of the Georgia Society of Certified Public Accountants and American Institute of Certified Public Accountants and is actively involved with his church and community affairs including the Gwinnett Chamber of Commerce, Gwinnett Chairman’s Club, Partnership of Gwinnett and board member of the Gwinnett Leadership Forum and the Hudgens Center for Art and Learning.

LinkedIn

Heather Fleming, Business Development Manager, MST

Heather Fleming, Business Development Manager, MST

Heather is the Business Development Manager in the Gwinnett office for MST. She is a. former banker who spent the first part of her career helping privately held companies achieve their business goals by providing sound financial solutions. She invested time with her clients to really get to know them, their company, and their goals.

As a daughter of entrepreneurial parents, Heather has always enjoyed working with privately held companies and when she was presented the opportunity to join the MST team as a Business Development Manager, she couldn’t pass up the chance to do what she loves, getting to know people and more importantly getting to know their business.

Heather wants to help businesses determine what accounting services match their strategic or compliance needs and connect them with the partner and team that is going to be best for them and their team. It’s MST’s goal to be a strategic partner with their clients and to develop strategies that help reach their goals.

LinkedIn

Questions and Topics in this Interview:

  • What is MST and how did each of you come to MST?
  • What makes MST unique as a CPA firm?
  • Why do you focus on family businesses?
  • What are some common themes you’re seeing in your clients?
  • What are the advantages to cloud accounting?
  • What’s the return on the investment for a business with MST?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has 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.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Tagged With: Accounting, cloud accounting, CPA firm, daniel sosebee, family businesses, fractional accounting, heather fleming, John Ray, mst, North Fulton Business Radio, Office Angels, renasant bank

Brendan Brosnan, Brosnan Consulting LLC

September 15, 2023 by John Ray

Brendan Brosnan
ECommerce Connector
Brendan Brosnan, Brosnan Consulting LLC
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Brendan Brosnan

Brendan Brosnan, Brosnan Consulting LLC (Ecommerce Connector, Episode 5)

Brendan Brosnan, Entrepreneur and Founder of Brosnan Consulting LLC, joined Garrett Massey on this episode of Ecommerce Connector. Brendan discussed his experience in an ecommerce incubator, ideas that failed, his experience during the pandemic, his business advice, and much more.

Ecommerce Connector is underwritten by Polyglot Labs, Inc. and produced by the North Fulton studio of Business RadioX®.

Brosnan Consulting LLC

Founded by serial e-commerce entrepreneur, Brendan Brosnan, Brosnan Consulting LLC offers unrivaled expertise in the realm of direct-to-consumer (D2C) businesses. With an illustrious career marked by serial entrepreneurship, Brendan’s ventures span across diverse product lines from athleisure to bathroom accessories, with a proven record of over $20 million in gross retail sales.

What They Do:

  • Strategic eCommerce Consulting: Drawing from Brendan’s own experience in founding and scaling companies like Yogaste.co and SockySock.com, they provide hands-on strategic direction for budding and established e-commerce brands.
  • Digital Marketing Mastery: Having personally invested over $8 million in digital ads across platforms like Facebook, Instagram, Google, and more, they ensure that your ad spends yield optimal returns.
  • Email & SMS Marketing: Managing a database of over 1.5 million active clients and 100,000 SMS contacts, they help brands unlock the potential of these powerful marketing channels using tools like Drip, Klaviyo, and Attentive.
  • Process Simplification: At the heart of Brendan’s success lies his knack for de-complicating intricate tasks. They translate this expertise into building streamlined and monetizable processes for our clients.
  • Learning & Development: With Brendan’s notable appearances on platforms like Ted.com and various podcasts, they also offer training sessions, workshops, and talks to empower businesses and individuals in their e-commerce journey.
  • Business Coaching: Given Brendan’s reputation as a go-to strategist for some of the world’s top digital marketing firms, Brosnan Consulting LLC offers exclusive coaching sessions for brands aiming for exponential growth.

Whether you’re kickstarting an e-commerce venture, seeking to scale your existing business, or aiming to refine your digital marketing strategies, Brosnan Consulting LLC is your gateway to unparalleled e-commerce success.

Company website | LinkedIn| Twitter

Brendan Brosnan, Founder, Brosnan Consulting LLC

Brendan Brosnan, Founder, Brosnan Consulting LLC

Brendan Brosnan is a highly motivated and detail-oriented self-starter with several entrepreneurial startups and successful exits over the last decade. His focus has been on the B2C eCommerce sector, where he has achieved over $20 million in gross retail sales across his companies. He enjoys the challenge of simplifying complex tasks and systems into manageable processes that can be monetized.

Brendan has founded five companies with products such as apparel, bathroom accessories, athleisure, and a fitness company. Two of his recent exits were Yogaste.co and SockySock.com.

He managed an email database of over 1.5 million active clients with Drip and Klaviyo and over 100,000 SMS contacts in Attentive.

He has spent over $8,000,000 of his own money on digital ads across several platforms, including Facebook, Instagram, Google, Youtube, TikTok, Pinterest, and Etsy.

Brendan serves as an eCommerce business strategist/coach for some of the top digital marketing firms and companies in the world.

He was also featured on Ted.com for a talk he gave a few years ago and has appeared on podcasts to discuss how he scaled and sold his businesses.

In addition to his work in eCommerce, Brendan is a varsity football coach at his local high school. He played Division 1 football at Penn State University while also balancing the rigors of starting multiple businesses.

When Brendan is not working, he enjoys running, reading, cooking, playing pickleball and hanging out with his dog Maya.

LinkedIn| Twitter

About the Ecommerce Connector Podcast

The Ecommerce Connector Podcast welcomes leaders in the world of ecommerce who share their entrepreneurial journeys, success stories, challenges, and more. The host of the show is Garrett Massey, CEO of Polyglot Labs, Inc. The show’s trailer can be found here.

Ecommerce Connector is underwritten by Polyglot Labs, Inc. and produced by the North Fulton studio of Business RadioX®. The series can be found on all the major podcast apps.

Polyglot Labs, Inc.

Garrett Massey, CEO of Polyglot Labs and Host of the ECommerce Connector podcast

Your business needs developers to help you wrangle and manage complex technology.

Polyglot Labs prides themselves on being developers who integrate seamlessly into your team and get problems solved without causing more issues. Here are the solutions they can provide to you.

You want a website that makes your company look good and drives business. Lucky for you, that’s exactly what they do—build awesome custom websites for businesses.

Some business problems need more than just a website—they require a custom digital solution. Polyglot can turn your products, services, and ideas into cool web and mobile apps that convert.

They created a robust WordPress integration that allows real estate agents, brokers, and property developers to get the most from their multiple listing service (MLS) data on their websites.

Every website or app needs to be hosted somewhere, while being updated and protected. There are plenty of hosting options available, but they specialize in the more complicated situations.

Connect with Polyglot Labs:

Website| LinkedIn | Facebook | Garrett Massey’s LinkedIn

Tagged With: Brendan Brosnan, Brosnan Consulting, business coaching, eCommerce, Ecommerce Connector, ecommerce consulting, ecommerce incubator, entrepreneur, Garrett Massey, Polyglot Labs

Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners

September 15, 2023 by John Ray

Baldwin Risk Partners
Family Business Radio
Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners
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Baldwin Risk Partners

Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners (Family Business Radio, Episode 48)

Jeremy Stevenson, Founder and Managing Partner of iBridge Global Partners, and Kurt Seiler and Hannah Odonoghue, Risk Advisors with Baldwin Risk Partners, joined host Anthony Chen. Jeremy discussed his work with family businesses, including common issues he sees and the approaches he takes to advising on growth and exit planning. Kurt and Hannah, personal risk advisors with Baldwin Risk Partners, covered how they work for the client directly, the personal and business risks their firm can help mitigate, and more.

Anthony had a follow-up question for the guests about the advice they would give their younger selves just starting out.

He wrapped up the show with comments about being proactive and contacting professionals to protect your assets.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

iBridge Global Partners

iBridge Global Partners, specializes in helping family business owners navigate the complexities of doing business with family.

With a focus on growth, streamlining, and long-term viability, they excel in optimizing governance, fostering sustainable growth, and crafting transition plans that secure legacies.

 LinkedIn

Jeremy Stevenson, Managing Partner, Founder, iBridge Global Partners

Jeremy Stevenson, Managing Partner, Founder, iBridge Global Partners

Jeremy founded iBridge to get back to what he loves, helping family businesses achieve their goals. He co-founded and sold a $1B+ company, has helped over 100 family businesses achieve their goals, and ran two family businesses.

Outside of business, he mentors military veterans, advocates for animal welfare, is a car and bourbon enthusiast, and tries to play golf.

LinkedIn

 

Kurt Seiler and Hannah Odonoghue, Personal Risk Advisors, Baldwin Risk Partners (BKS Partners)

Kurt Seiler and Hannah Odonoghue, Risk Advisors, Baldwin Risk Partners (BKS Partners)

Baldwin Risk Partners is a risk management firm and insurance brokerage specializing in custom insurance solutions. With over 40 insurance carrier partners they are able to comprehensively write policies and competitively price almost any risk. They work for the client directly – not any single insurance company, and our focus is protecting what you’ve built. Property, Casualty, Liability, and business insurance.

Website | LinkedIn | Facebook | YouTube| Kurt’s LinkedIn | Hannah’s LinkedIn

 

Anthony Chen, Host of Family Business Radio

Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, business insurance, family business advisor, Family Business Radio, financial advisor, Hannah Odonoghue, iBridge Global Partners, insurance brokerage, Jeremy Stevenson, Kurt Seiler, liability insurance, Lighthouse Financial Network, property insurance, risk management firm

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