Goizueta Business School Archives

Thomas Smith, Emory University & TMS Consulting (The Exit Exchange, Episode 2)

February 18, 2021 by John Ray

North Fulton Studio

Thomas Smith, Emory University & TMS Consulting (The Exit Exchange, Episode 2)

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Thomas Smith, Emory University & TMS Consulting (The Exit Exchange, Episode 2)

Nationally recognized expert on economic trends Thomas Smith, professor at Emory University and founder of TMS Consulting, joined this edition of “The Exit Exchange” to discuss macroeconomic trends he’s watching which will influence conditions in 2021, specific issues affecting the metro Atlanta region, and how the professional advisory community could be affected. This edition of “The Exit Exchange” is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Thomas Smith, Associate Professor in the Practice of Finance, Emory University

Thomas More Smith holds a Ph.D. in economics from the University of Illinois at Chicago. He is considered an expert in the areas of labor economics, pricing, sports economics and finance, the economics of the entertainment industry, the economics of the health care industry, and film finance. He is an Associate Professor in the Practice of Finance at the Goizueta Business School at Emory University in Atlanta, GA. He regularly appears as an expert on national television and radio programming (CNN, NPR, Huffington Post) and is frequently quoted in popular press regarding trends in unemployment, inflation, trade, and other macroeconomic trends.

TMS Consulting, Inc.

TMS Consulting Inc. is a small company with a big view. The company has helped small, medium, and very large companies identify how trends in markets translate into more profitable offerings and policies. TMS has been hired by municipalities and countries in order to estimate the economic impact of hosting events (sporting events or major entertainment events) on their economies. Additionally, TMS has provided analysis and reports on how new legislation and legislative agendas (new taxes, for example) will impact the macroeconomy of cities, states, and countries.

Questions and Topics in this Interview

2020 was an interesting year, what are the big economic issues that you see as we come into 2021?
What specifically is happening from an economic standpoint in Atlanta / Georgia?
What will be the impact on the professional advisory community?
What specifically will affect business owners in the lower middle market that our XPX members can take into account when advising their clients?
What else would you like to share with us about what you see coming for the rest of 2021?

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

“The Exit Exchange” is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com. John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.

Change Leaders Exclusive Episode 3

March 15, 2016 by ryanredhawk

Atlanta Business Radio

Change Leaders Exclusive Episode 3

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Change Leaders Exclusive: Showcasing and Learning From World-Class Change Agents

Topic: Breaking Barriers in Higher Education and Technology

Tune into Change Leaders Exclusive as we discuss breaking barriers in higher education and technology. Gary Humphrey, who is the Vice President of Sales and Business Development at ADAPTURE as well as President of ATP, along with Dean Erika James, who is Dean of Goizueta Business School, join James in today’s topic of “Breaking Barriers in Higher Education and Technology”. Listen in on the biggest risks they’ve taken and barriers they’ve overcome in their respective careers.

Host James Dallas, Gary Humphrey, Dean Erika James

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James Dallas’ Mastering the Challenges of Leading Change is an informative, insightful guide to effectively leading the transition through change. While most change management books present case studies about what happened at other companies, this book is based on the author’s own experiences managing over 10 transformational and turnaround initiatives, 15 acquisition integrations, and 5 operations/quality shared services centers of excellence. By relating personal lessons learned, how they were subsequently applied, and how you can benefit from them, this book provides a unique first-hand perspective on successful agents of change. You’ll learn the qualities and skills required to usher in the new paradigm, and how to break a large initiative into manageable chunks that are more likely to proceed as planned. By crafting your strategy based on proven methods, you’re far and away more likely to meet or even exceed your change objectives.

Exclusive Interview with Dean Erika James of Emory University Goizueta Business School

February 15, 2016 by ryanredhawk

Atlanta Business Radio

Exclusive Interview with Dean Erika James of Emory University Goizueta Business School

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– Special Episode of Atlanta Business Radio –

Sandy Welfare Executive Director of WIT Atlanta and Ryan “Redhawk” McPherson talk with Dean Erika James of Goizueta Business School at Emory University.

Sandy Welfare, Dean Erika James and Ryan McPherson

This Episode Brought To You By

Goizueta has been ranked No. 1 in the world for MBA employment and among the world’s best for career opportunities. Additionally, graduates are positively impacting the marketplace and our alumni, as they advance in their careers, continue to increase their influence worldwide.

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Erika James was appointed Dean of Goizueta Business School on May 19, 2014. Prior to this prestigious appointment, James served as Senior Associate Dean for Executive Education at the Darden Graduate School of Business (Virginia). She introduced the Women’s Leadership Program at Darden, which has the top-ranked faculty for open enrollment programs (Financial Times, 2014). Open enrollment programs at Darden are currently ranked No. 3 in the world (Financial Times, 2014). James is a published researcher, award-winning educator, admired administrator, regarded speaker and proven consultant. Her expertise in workplace diversity and crisis leadership has led to recognition in scholarly journals and mainstream media. She has also taught and consulted on topics including decision making under pressure, trust and change management. James grew up in Texas and completed her undergraduate work at Pomona College (Calif.). While fulfilling coursework James started in the field of organizational psychology and pursued an M.A. and Ph.D. in the subject at the University of Michigan. She served as an assistant professor at Tulane University’s Freeman School of Business and Emory before joining the faculty at Darden. James also spent a year as visiting professor at Harvard Business School. In more than a decade of service at Virginia, James worked in various roles including Associate Dean of Diversity — the first to hold the position. She was also course head for the MBA core organizational behavior course and served as area coordinator for the Leadership and Organization Behavior unit at Darden. For the university, James was a member of the executive council of the Faculty Senate.

LinkedIn Twitter Goizueta Business School

Sandy D. Welfare is the Executive Director of Women In Technology (WIT). Prior to that, she was the Executive Director of Cool Girls Inc, an award-winning early intervention after-school program dedicated to the empowerment of girls (2009-2015).

Sandy’s career began in 1989 in Greenwich, Connecticut where she joined Rand Insurance as the Controller. Six years later, she accepted a position with Lucent Technologies, an international telecommunications leader, holding a number of positions including serving as Accounting and Treasury Manager in Singapore (1999-2000) and then as Senior Manager in Australia and New Zealand (2000-2002). Sandy returned to Atlanta in 2002 as Senior Manager of Global Financial Services.

In 2003, Sandy accepted a position as Director of Operations for Xchanging, a business processing outsourcing company. In 2006, her career took her to London, England as Managing Director for professional services, where she managed global business processing services for bank financial transactions, insurance and retail.

Sandy received her undergraduate degree from St. John’s University in New York, and a Master of Business Administration from Sacred Heart University in Connecticut. She serves on the board of several non-profits, including Kiwanis Club of Atlanta. Sandy resides in Marietta, Georgia with her husband, Cliff and son, Soloman.

Twitter Twitter(Sandy) LinkedIn

DeKalb Business Today – December 4, 2015

December 4, 2015 by mattholmes

Dekalb Business Radio

DeKalb Business Today - December 4, 2015

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On this edition of DeKalb Business Today, host Matt Holmes welcomes a trio of business leaders with ties to Emory University. Emory alum Kristin Diver talks about the importance of getting small businesses organized and how that can pay dividends come tax time. Brian Goebel discusses his efforts to help small businesses grow their networks and find capital. Emory professor Sandy Jap rounds out the panel, looking at how business relationships involving friends can go sour.

Brian Goebel/Director of the Start:ME Accelerator Program at Emory University Goizueta School of Business

Brian is passionate about knowledge, networks, and capital- the key elements required to address the most critical social challenges that we collectively face today. Brian applies these elements in implementing the field work of Social Enterprise @ Goizueta (SE@G).

Brian works closely with students, faculty, staff and community stakeholders as Managing Director to support SE@G’s wide array of initiatives and partnerships which includes student-led programs and Nicaragua based initiatives (specialty coffee and community health).

As Program Director for Start:ME, he works closely with community partners and business professionals to provide promising micro-entrepreneurs the business tools, network access and early-stage financing needed to develop sustainable businesses that not only support entrepreneurs and their families, but also build neighborhood vitality.

Brian’s expertise lies in strategic planning, organizational development, change management, program design and business planning. He brings a mix of corporate and community experience to the table as Brian previously served as a Management Consultant with Deloitte and Community Builder with the United Way of Greater Atlanta.

Kristin W. Diver/President of System Happy, Inc.

Kristin Diver cycled through various careers as an economic forecaster, a Spanish interpreter, and a European tour guide before finally settling down and starting System Happy nearly ten years ago. Fluent in four languages, she grew up in Puerto Rico and loves to travel. One of her favorite experiences was spending six hours negotiating for three pounds of silver jewelry in Morocco (in French)! She is president-elect of the Georgia Chapter of the National Association of Professional Organizers and lives in Decatur with her husband and two young children.

Sandy Jap/Professor of Marketing at Emory University Goizueta Business School, Author of “Partnering with the Frenemy: A Framework for Managing Business Relationships, Minimizing Conflict, and Achieving Partnership Success”

Sandy Jap’s research focuses on the development and management of interorganizational relationships such as how to create and manage strategic alliances over time, how to balance their risks and rewards, and how to share the payoffs of close collaborations. These efforts have been conducted in a number of industries, including the aerospace, automotive, chemical, petroleum, and consumer product industries. The results of this work have been published in a variety of books and journals, including: the Journal of Marketing Research, the Journal of Marketing, Marketing Science, Management Science, Organization Science, Sloan Management Review, and a wide array of special issues. She is an Editorial Board Member of the Journal of Marketing Research, and Marketing Letters, and is an Area Editor for the International Journal of Research in Marketing. More recently, she was named a Dean’s Term Chair Professor in 2009 and given the Lou Stern Award 2007 for the article in marketing channels and distribution with the greatest impact on the field three to eight years after publication. In 2003, she was named one of the top twenty “potential leaders of the next generation of marketing academics” by the Marketing Science Institute and in 2004 she was given the title of Caldwell Research Fellow, an internal award for research excellence.

Her current work involving online, reverse auctions has received significant attention from the academic community and the marketplace, including The Wall Street Journal, CFO Magazine, and Harvard Business Review. It also earned her a Frank Batten Young Scholar Award, given to top junior faculty for exemplary research in E-Business and Supply Chain Management. She joined the Goizueta Business School in 2001; prior to that, Professor Jap was on the faculty at the Sloan School of Management at the Massachusetts Institute of Technology. Her teaching includes courses in channel management, internet marketing, CRM analytic fieldwork, and marketing management in MBA, BBA, and Executive Education programs.

She has a bachelor’s degree and a Ph.D in marketing from the University of Florida (Go Gators!). She is on the editorial review boards at the Journal of Marketing Research, International Journal of Research in Marketing, and Marketing Letters. She is currently the President Elect of the American Marketing Association’s Academic Council. She joined Goizueta in 2001 after being on the Management Science faculty at the Sloan School at MIT. She was a visiting faculty member at the Wharton School at the University of Pennsylvania from 2008-2009. Professor Jap speaks frequently on issues related to organizational collaboration and partnering.

Here is a clip of her remarks to the Marketing Science Institute’s Board of Trustees on the topic of organizational trust. In 2010, she co-launched the Marketing Analytics Center (EmoryMAC), an initiative to facilitate research collaborations between industry and faculty and equip students in state-of-the-art analytical techniques.

Women In Technology (WIT) Special Episode

November 12, 2015 by ryanredhawk

Atlanta Tech Leaders

Women In Technology (WIT) Special Episode

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The work of Women in Technology has an incredible impact.

Since 1992, Women in Technology has had a mission dedicated to promoting the advancement of women in Georgia’s technology community. Through the WIT COMMUNITY, WIT Also educates and encourages girls and young women to pursue careers in STEM.

Sandy Welfare, Janet Barnard, Jackie Breiter

Sandy Welfare / WIT

Women in Technology (WIT) today announced the appointment of Sandy Welfare as its Interim Executive Director. Sandy will lead WIT, the Atlanta-based non-profit organization dedicated to supporting women and girls in STEM careers – through a transition from an association management firm to a more independent model.

“Given Sandy’s international business and systems background, as well as her multiple years’ experience leading a non-profit, she was an excellent choice for WIT as we assimilate our operations back in-house,” said Tricia Dempsey, WIT Inc. Board President.

Prior to joining WIT, Sandy was the Executive Director of Cool Girls, Inc., an award-winning early intervention after-school program dedicated to the empowerment of low-income girls. “Sandy has a clear passion for the empowerment of girls, a valuable contribution to our continued growth,” added Denise Reese, WIT Foundation Board President.

Sandy’s career began in 1989 in Greenwich, Connecticut where she joined Rand Insurance as the operations controller. Six years later, she accepted a position with Lucent Technologies, an international telecommunications leader, holding a number of positions from 1994-2000, including serving as accounting and treasury manager in Singapore and then as senior operations manager in Australia and New Zealand. Sandy returned to Atlanta in 2002 as senior manager of global financial services.

In 2003, Sandy accepted a position as director of operations for Xchanging, a business processing outsourcing company. In 2006, her career took her to London, England, as managing director for professional services, where she managed global business processing services for bank financial transactions, insurance and retail. Two years later, Sandy returned to the Atlanta area and was asked to chair the Cool Girls’ Board of Directors. In 2009, Sandy was offered the Executive Director position, which she accepted and led the organization until stepping down in October 2014.

Sandy received her undergraduate degree from St. John’s University in New York, and a Master of Business Administration from Sacred Heart University in Connecticut.

Welfare will be based at the new WIT Executive Offices, effective December 2014.

Janet Barnard/Manheim North America Cox Automotive

President

Janet Barnard is president of Manheim North America. In this role, she acts as a member of Cox Automotive’s leadership team and directs several groups at Manheim engaged in transforming the company’s core auction business with its 79 operating locations into one that incorporates an expanding digital and mobile strategy. Groups that report to Barnard include Sales, Inventory Services and Customer Experience. Barnard most recently served as executive vice president and chief operating officer at Manheim. Cox Automotive is a subsidiary of Atlanta-based Cox Enterprises.

Prior to joining Manheim, Barnard served as senior vice president and general manager for Cox Communications’ (CCI) Central Region. Her responsibilities included growing the $1.2 billion region’s voice, data and video services across its residential and commercial base of more than 700,000 customers. Prior to that role, Barnard was senior vice president and general manager for other Cox Communications regional business areas including Northern Virginia, Middle America and Omaha.

Recognized by Women in Technology (WIT) as one of Georgia’s top women leaders, she was the winner of the 2014 Woman of the Year in Technology Award in the Large/Enterprise Organization category. In 2010, Barnard was named as a Betsy Magness Leadership Institute Fellow, which honors the most successful female leaders in the cable and telecommunications industry. She was also selected by CableFAX as a Top 25 Regional Player and as one of the Top 100 Most Powerful Women in Cable.

Barnard gives back to her community by representing Cox Enterprises on the Board of Governors of the Georgia Chamber of Commerce and through her role as the Executive Sponsor for Cox Automotive’s Go Green Council which implements best practices designed to reduce the company’s environmental footprint. In addition, she supports and participates in the Kyle Petty Charity Ride Across America (KPCRAA) to raise funds and awareness for Victory Junction and other charities supporting chronically ill children.

She resides in Atlanta with her husband Bryan, and has two children and three grandchildren. She enjoys golf, travel and motorcycling.

Jackie Breiter/Emory Goizueta Business School

COO and CIO

Jackie Breiter drives the strategic direction and management for all aspects of technology relating to teaching, faculty research, students,

and administration for the Goizueta Business School at Emory University. She is a recognized leader that combines technological knowledge with strong strategy and communication skills. Her particular expertise is in aligning organizational objectives with real-world solutions and a “get it done” approach.

Prior to joining Goizueta, Jackie built and led teams in various industries including telecommunications, software, and health care. Jackie served for nearly four years as vice president of global customer success for CA Technologies, an IT management software and solutions company. At CA she led a global team responsible for increasing customer loyalty among the firm’s top CIO clients. She previously served for nearly three years as vice president of technical services at PharMerica Inc., where she was responsible for setting the technical vision and managing the operations of PharMerica’s IT services. Jackie started her career at AT&T, where she worked for 12 years in logistics management and automation, as well as in almost every functional area within IT. It was at AT&T where she built the foundation for her leadership and technology expertise.

DeKalb Business Today – October 30, 2015

October 31, 2015 by mattholmes

Dekalb Business Radio

DeKalb Business Today - October 30, 2015

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On this edition of DeKalb Business Today, host Matt Holmes previews the first-ever RAISE (Retention and Advanced Investment for the Southeast at Emory) Forum at Emory University’s Goizueta Business School. Forum founder Barry Etra discusses his vision for the investors’ showcase and how it could change the face of commerce across the southeast United States. Presentation coach Steve Brett delves into the mistakes some of these entrepreneurs will need to avoid as they make their multi-million dollar pitches. The RAISE Forum is an invitation-only event taking place on Friday November 6 at Emory University.

Barry Etra/Founder of the RAISE Forum

Barry Etra brings bushels of business experience, having worked in Sales and Marketing, Operations, and General Management. He came to Atlanta as the COO of a plastics manufacturing plant and now he runs the Etra Advisory Group, helping companies and institutions find funding if they can’t get funded traditionally or have been turned down by traditional sources. He serves as an active intermediary in transactions to move deals through and gets them done, often when others have failed. He works on business acquisition, expansion, and refinance; specialty loans; early-stage companies, and nonprofit debt funding. He has a BA and an MBA from Columbia University; his MBA is in marketing and finance. RAISE is his baby and it grows when you grow.

Steve Brett/Founder & Teacher at Presentation Tune-Ups

Steve Brett is a pioneer in digital marketing and website development and has 30-years of experience in marketing, advertising and sales. With Presentation TuneUps, LLC, he is putting all that experience to work for people who have to communicate directly with others, whether it’s an investor pitch, a sales pitch, a training or a TED talk. He built a 4As ad agency in New York City that worked with Fortune 500s as well as local retailers; companies like the New York Stock Exchange, pharmaceutical giant Merck, and an early cellphone company that merged into Verizon. He also helped create the first enterprise web sites for Citizen Watch and Sport Authority. No one’s made more pitches than this guy.

DeKalb Business Today “Lunch Hour” – July 31, 2015

July 31, 2015 by mattholmes

Dekalb Business Radio

DeKalb Business Today "Lunch Hour" - July 31, 2015

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On the latest edition of DeKalb Business Today, host Matt Holmes talks with two people who are helping businesses and business people to get their message out. Steve Brett joins the show from Presentation Tune-Ups to discuss how he helps companies perfect their pitch from the elevator to the boardroom. Respectful Signage founder Pam McNall discusses how her innovative approach to signs is turning heads in businesses as well as in local schools.

Steve Brett/Founder-Teacher at Presentation Tune-Ups

Steve Brett is a pioneer in digital marketing and website development and a 30-year veteran in the marketing, advertising and sales business.

Now he’s instructing researchers and scientists, policy makers and politicians, teachers, trainers, lawyers, engineers, inventors, entrepreneurs, and business people of all kinds how to tell a better story, design a better deck and deliver a better speech. What makes him qualified?

In the past, he built a 4As ad agency in New York City that worked with Fortune 500s as well as local retailers. Steve has worked with some of the best-known and least-known companies in the world, from the New York Stock Exchange to regional banks; from big Pharma to biotech start-ups; from luxury brands to collectibles. Steve worked with an early cell phone company that merged with Verizon; he built the first website for the Citizen Watch Company; and for the first time, his group offered athletic shoes for sale online for The Sports Authority.

Working with Emory University’s Goizueta Business School, Steve will be the “discipline expert” for The RAISE Forum, which will match growing businesses with senior funding opportunities in order to help create a more collaborative investing climate in the Southeast.

Steve holds a Masters in Teaching from Agnes Scott College and a BA in Literature/Education from The New School in New York. He is currently developing a curriculum for the CDC and he is working on a book.

Pam McNall/Founder & CEO of Respectful Signage

Pam McNall spent 19 years at CNN – starting in the newsroom and working her way up to the documentary unit. She spent 12+ years in the “Special Projects” unit, where most of her award winning experience happened.

Pam’s production work has been rewarded by the Emmys, Peabodys and she’s also won a National Journalism Award.

Pam started her own business five years ago – Let’s Chat Productions LLC, the umbrella company for RespectfulSignage.com.

She designed business and financial plans for start-up companies and started Respectful Signage exactly one year ago.

Spotlight on WIT

July 9, 2015 by rhondachale

Atlanta Tech Leaders

Spotlight on WIT

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Sandy Welfare / WIT

Since 1992, Women in Technology has had a mission dedicated to promoting the advancement of women in Georgia’s technology community. Through the WIT Foundation, WIT also educates and encourages girls and young women to pursue careers in STEM.

Jaclyn Conner / Emory University Goizueta Business School

Jaclyn Conner, Ed.D. is the lead, Instructional Designer in the Goizueta Business School at Emory University. Throughout her career, she has managed the curriculum development process for in-person and online programs at top-tiered business schools, medical schools and with Fortune 500 companies such as IBM. Jaclyn received her education from Spelman College, Georgia Institute of Technology, and earned her Doctorate of Education at the University of Southern California. Jaclyn joined WIT after being exposed to one of WIT’s exciting FORUMS. Given Jaclyn’s background in curriculum design, it was a natural fit to volunteer for the WIT CAREERS program partnering with Emory University’s Continuing Education. Jaclyn was delighted to volunteer her time to ensure the curriculum meets the needs of WIT members.

Kanisha Dennis / Emory Continuing Education

Kanisha Dennis joined Emory Continuing Education in November 2014, bringing with her a solid background in marketing and business operations.

In her current role as the Program Coordinator for Corporate Learning and Business Development, Kanisha serves as a partner to corporate clients by managing client relations and coordinating the logistics of multiple training projects through to completion.

Kanisha earned her Master of Science Degree in Advertising from Boston University in Boston, Massachusetts.

Trade Show Radio Spotlights Booth 61 with Ricky Steele at the CIO of the Year Awards

November 4, 2013 by rhondachale

Trade Show Radio spotlights Booth 61 with Ricky Steele who was broadcasting live at the 2013 Georgia CIO of the Year® Awards, held at the Cobb Galleria Centre on Friday, November 1, 2013.

Established in 1998, the Georgia CIO of the Year® Awards is the premier technology executive recognition program in the state. This annual awards program honors chief information officers who have demonstrated excellence in managing their organization’s enterprise-wide information systems. CIOs and those in equivalent positions are nominated and recognized in five categories: Global, Enterprise, Corporate, Non-profit / Public Sector, and Lifetime Achievement. CIOs are evaluated on innovation, leadership, business value creation, and community involvement.

During this event, Host Ricky Steele spoke with some of the presenters and award recipients.

Check out these great interviews…

To Play Or Pause: Press The White Button

To Download: Right Click On DOWNLOAD FILE, And Choose “Save As”

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Tim Campos

CIO of Facebook

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Jackie Breiter

Emory University Goizueta Business School

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Jay Ferro