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Steve Fisher, Strategy Partners Group

September 25, 2023 by John Ray

Strategy Partners Group
North Fulton Business Radio
Steve Fisher, Strategy Partners Group
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Strategy Partners Group

Steve Fisher, Strategy Partners Group (North Fulton Business Radio, Episode 699)

Steve Fisher, one of the founding partners of Strategy Partners Group, joined host John Ray to discuss the work of SPG. Steve discussed the revenue “stalls” that many businesses face, structured growth plans, why it’s hard to delegate, how SPG serves its 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.

Strategy Partners Group

Strategy Partners Group has built a team of cross discipline experts who work as an expert team to provide integrated strategic support services to their clients. By leveraging their complimentary skillsets, their teams provide each client with the exact expert skill set needed for their unique needs.

Imagine having access to seasoned business owners and veteran consultants who have all been where you are today. With a laser focus on creating and sustaining enterprise value, Strategy Partners Group teams with C-suite’s to design and support strategic value enhancing initiatives throughout your organization. Let SPG create a plan to generate more revenue, profit, and long-term value. Schedule your call today.

Company website | LinkedIn

Steve Fisher, Partner, Strategy Partners Group

Steve Fisher, Partner, Strategy Partners Group

Steve Fisher is one of the founding partners of Strategy Partners Group established in 2020. He joins other executive level, seasoned corporate leaders to provide a single source of agile, accelerated and scalable solutions to business owners, C-suites and capital providers. Steve, along with a team of finance and operational experts and industry specific partners, strategically helps accomplish client goals and improve overall business performance.

By combining and leveraging experiences and resources, Strategy Partners Group specifically addresses and overcomes obstacles to help clients achieve their desired outcomes. Steve is a highly experienced and skilled strategist with a diverse background in leadership, finance, consulting and executive management.

He has a track record of helping corporate clients focus on customer service and maximizing long-term shareholder value. His capabilities encompass a wide range of financial and operational areas, including business integration, structured growth plans, financial analysis and modeling, financial regulatory compliance, risk management, business exit strategy, procedural policy streamlining, operational procedures development and implementing monitoring and accountability systems. Steve has years of experience dealing with complex financial conversations and distilling them down into common words, so everyone involved in the decision-making understands what is being presented.

In addition to using his knowledge and skill with clients, he has been privileged to collaborate with training professionals to co-develop and present curriculum entitled “Finance for Everyone.” Steve served as a subject matter expert for Panasonic’s Executive Training program. He also served as a speaker for Human Resource and Management Professionals from a variety of companies at Emory University’s Continuing Education Division.

Steve’s notable achievement includes serving as the Chief Financial Officer (CFO) of JP Turner and Company throughout its entire life cycle, from 1997 to 2016. During his tenure, he played a crucial role in the firm’s growth from a startup to an enterprise generating over $90 million in annual revenues. Under his guidance, JP Turner expanded its reach from a small regional operation to a successful nationwide organization with multiple offices and advisors.

Before joining JP Turner, Steve worked as a management consultant, providing his expertise to clients in various industries across North America, including transportation, manufacturing, and commercial services. This experience allowed him to develop a keen ability to identify root causes of problems and deliver customized solutions to his clients. Steve’s background also includes a strong understanding of financial and service industries, franchise business models, and managing rapid expansion.

He holds a Bachelor of Science degree in Industrial Engineering and Operations Research from Virginia Tech. He has held Series 27, Series 7, and Series 63 licenses. With his vast experience and knowledge, coupled with the experience and resources of Strategy Partners Group, Steve continues to expertly deliver measurable results to clients, enabling them to stay focused on their core business functions and achieve their goals.

LinkedIn

Questions and Topics in this Interview:

  • How to get your company to break through to the next revenue level
  • Developing and implementing “Structured Growth Plans”
  • Why is it so hard for business owners to delegate successfully?
  • The importance of Board of Director development
  • Pitfalls surrounding post-merger integration

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: business growth, entreprenuers, John Ray, Mergers and Acquisitions, North Fulton Business Radio, Office Angels, renasant bank, revenue, SPG, Steve Fisher, Strategic Growth, Strategy Partners Group

HR, Culture, and Relationships, with Dr. Aisha Wright-Burke, ADP

September 22, 2023 by John Ray

ADP
North Fulton Business Radio
HR, Culture, and Relationships, with Dr. Aisha Wright-Burke, ADP
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ADP

HR, Culture, and Relationships, with Dr. Aisha Wright-Burke, ADP (North Fulton Business Radio, Episode 698)

Dr. Aisha Wright-Burke, Director of Talent Solutions at ADP, joined host John Ray to chat about HR, business culture, and business relationships. Dr. Burke-Wright talked about how she came to work in HR, the process behind ongoing conversations between managers and their team members, leading “beside” vs. from “in-front”, the lasting impacts of the pandemic, career growth, strength-based culture, and much more.

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

ADP

At ADP, what they do is about people. Although they have a strong history of providing solutions for human resource challenges, they strive to do more than that. They challenge themselves to anticipate, think forward and take action in a way that empowers them to shape the changing world of work.

For over 70 years, they’ve led the way in defining the future of business solutions. ADP is proud to be named the 2023 Fortune® World’s Most Admired Companies™ list again for 17 consecutive years*.

They are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration, and a leader in business outsourcing services, analytics and compliance expertise. Their unmatched experience, deep insights and cutting-edge technology have transformed human resources from a back-office administrative function to a strategic business advantage.

Company website | LinkedIn | Facebook | Instagram | Twitter | YouTube

Dr. Aisha Wright-Burke SHRM-SCP, Director, Talent Solutions, ADP

Dr. Aisha Wright-Burke SHRM-SCP, Director, Talent Solutions, ADP

Dr. Wright-Burke joined ADP in November 2009. Currently, she leads the thought leadership, strategy and execution of talent planning, succession, and movement globally. Previously, as a valued and esteemed member of the field HR organization as Human Resources Business Partner, she was instrumental on several stretch assignments on HR strategic teams related to the learning trajectory of the global HR organization, deployment of ADP’s strengths-based approach, Career Growth & Development and a host of integrative initiatives to drive and influence engagement, talent movement and acceleration within key businesses.

Prior to ADP, Dr. Wright-Burke held multiple roles nationally and internationally with Siemens, Inc., a global engineering, and technology company, where she spearheaded key talent and diversity initiatives. She has over 20 years’ experience in field HR, talent acceleration, diversity, early career leadership programs, compensation, and talent acquisition.

Dr. Wright-Burke earned her bachelor’s degree in Business Administration from Clark Atlanta University in Atlanta, Georgia, a Master’s in Education – Human Resources Organizational Development (HROD), and a Doctorate in Adult Education-HROD from the University of Georgia. She also served as an evening HR Instructor at the School of Continuing & Professional Education at Kennesaw State University in Kennesaw, Georgia. Dr. Wright-Burke holds Korn Ferry Leadership Potential , Potential Solution assessments and Society of Human Resources-SCP certifications.

Dr. Wright-Burke is a member of the Society of Human Resources (SHRM) and SHRM-Atlanta Chapter. Additionally, she is an Atlanta Track Club Board Member, volunteers with the Atlanta Chapters of the Society of Human Resources, National Black MBA Association, Associate for Talent Development (formerly ASTD) and the National African American Association of Human Resources (NAAAHR).

She resides in Sandy Springs, Georgia with her husband Jenero.

LinkedIn | Instagram

Questions and Topics in this Interview:

  • Importance of conversations between managers and employees
  • Navigating career development and growth no matter the size of the organization
  • Tips on developing skills/gaining experience
  • Cultivating a strength-based culture
  • Importance of succession planning

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: ADP, business culture, Career Development, Clark Atlanta University, Dr. Aisha Wright-Burke, HRM, Human Resources, John Ray, North Fulton Business Radio, Office Angels, renasant bank, strengths-based culture, University of Georgia

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

Revolutionizing the Reentry Process for the Formerly Incarcerated, with Andre Peart, Untapped Solutions

September 11, 2023 by John Ray

North Fulton Business Radio
North Fulton Business Radio
Revolutionizing the Reentry Process for the Formerly Incarcerated, with Andre Peart, Untapped Solutions
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Revolutionizing the Reentry Process for the Formerly Incarcerated, with Andre Peart, CEO, Untapped Solutions (North Fulton Business Radio, Episode 694)

Founder and CEO of Untapped Solutions, Andre Peart, joined host John Ray on North Fulton Business Radio to talk about how his company’s groundbreaking platform is helping formerly incarcerated individuals rebuild their lives faster and more efficiently, while giving companies ready access an under-resourced talent pool. They discussed Andre’s personal story that led to the founding of Untapped Solutions, how the platform works, benefits such as higher loyalty which companies receive from hiring the formerly incarcerated, success stories, and much more.

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

Untapped Solutions

Untapped Solutions is a groundbreaking platform revolutionizing the reentry process for formerly incarcerated individuals by connecting them with the resources, services, and employers they need to rebuild their lives. Founded in 2020 by Andre Peart, Untapped Solutions has grown into an innovative force backed by Techstars and Cox Communications enterprise, striving to create meaningful social impact through technology.

At Untapped Solutions, we understand the challenges faced by the formerly incarcerated, as well as the organizations and employers dedicated to supporting their reintegration into society. Our mission is to empower case worker-driven organizations, employers, and the formerly incarcerated by streamlining the reentry process and building a strong, supportive network.

Our platform leverages cutting-edge AI technology to enhance the client experience and reduce staff fatigue. By automating key tasks, such as identifying client needs, employment status, and skill requirements, we enable organizations to make faster, more accurate referrals to relevant stakeholders. With our internal impact report tool, tracking progress and updates on referrals becomes seamless and efficient.

For employers, Untapped Solutions offers an AI-powered job board that matches open roles with candidates who possess the required skills or are currently enrolled in relevant training programs. By partnering with us, employers can tap into a diverse, skilled talent pool of formerly incarcerated individuals, while also providing them the support they need to overcome personal challenges and excel in their work lives.

Untapped Solutions’ LinkedIn-style professional network creates an exclusive space for the formerly incarcerated, where they can connect with case worker-driven organizations and employers, access resources and skill training, and discover job opportunities tailored to their talents and aspirations.

Our vision is to reduce recidivism by 20% by 2030 through the power of technology, ultimately fostering a more inclusive, supportive, and successful society for all. Join us in our mission to transform lives and create lasting change for those seeking a fresh start.

Website | LinkedIn | Facebook | Twitter

Andre Peart, Founder and CEO, Untapped Solutions

Andre Peart Untapped Solutions
Andre Peart, Founder & CEO, Untapped Solutions

Andre Peart was born in 1990 in Westchester, New York, and raised in the city of Yonkers during the uprising of crime and drugs that plagued the city. As a teen, he was stuck in the center of a crime ridiculed neighborhood and found his way out through writing war-fiction novels in his room where he silenced the sirens and screams. He continued to use writing as a gateway through high school and onto college, where he drifted his writing genre to the world of crime fiction. Andre changed his genre over to crime, but also his endeavors, which ended his college journey early and landed him in New York State Prison for five years.

Unlike many others, Andre had the skill of mentally escaping rough environments. And so he did, writing seven novels, three short stories, and finishing his degree through a prison college program. Andre has published two short stories and founded Untapped Solutions (formerly ConConnect), the world’s first social network for formerly incarcerated men and women to get connected with valuable resources upon release. He has continued to write and plans to drop his novels in due time.

LinkedIn

Questions and Topics in this Interview:

  • Tell us about you and your story, how you came to create Untapped Solutions?
  • How does Untapped Solutions work?
  • Who does this platform help?
  • What are the benefits of hiring these populations for employers?
  • What kinds of businesses are you working with?
  • Once someone is hired, is there a support system that helps navigate starting a new job?

 

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: Andre Peart, ConConnect, Ex-con, Formerly Incarcerated, headhunter, hiring, John Ray, North Fulton Business Radio, Office Angels, Professional Network, reentry, renasant bank, talent shortage, Untapped Solutions

Human Resources for the Non-HR Professional: The Atlanta Works Conference, with Jason Cline and Liz Beltramini, SHRM-Atlanta

September 6, 2023 by John Ray

Atlanta Works Conference
North Fulton Business Radio
Human Resources for the Non-HR Professional: The Atlanta Works Conference, with Jason Cline and Liz Beltramini, SHRM-Atlanta
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Atlanta Works ConferenceHuman Resources for the Non-HR Professional: The Atlanta Works Conference, with Jason Cline and Liz Beltramini, SHRM-Atlanta (North Fulton Business Radio, Episode 693)

Small organizations without an HR department, as well as team members managing HR without a background in human resources, need education tailored to their specific needs. SHRM-Atlanta’s Jason Cline and Liz Beltramini joined host John Ray to discuss the Atlanta Works Conference, a conference designed with such an audience in mind. Jason and Liz talked about the industry-specific tracks the conference will feature, industry association partners who are collaborating, sponsors, and much more.

An online information session on this event will be conducted by SHRM-Atlanta on September 13, 2023, at 12:00 pm Eastern. This session is free of charge. For more information and to register, follow this link. To register for the conference itself, follow this link.

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

SHRM-Atlanta

SHRM-Atlanta is one of the largest chapters of SHRM and shares its purpose of elevating the HR profession. As a leader in the Atlanta metro business community, SHRM-Atlanta strives to be the premier resource for those working in and supporting the human resource function. SHRM-Atlanta’s predominant goal is to be the voice of HR in metro Atlanta and be the first contact for those seeking information and solutions.

This will be achieved through the growth and diversity of members, education, and delivery of content, and by strengthening partnerships with organizations that share its vision.

Website | LinkedIn | Facebook | Instagram 

Jason Cline, CAE, Chief Executive Director, SHRM-Atlanta

Jason Cline, CAE, Chief Executive Director, SHRM-Atlanta

Jason Cline brings over 18 years of association management and leadership experience to SHRM-Atlanta. Previously, Jason was the President & CEO of the Printing & Imaging Association of Georgia. There, Jason spearheaded the development and execution of a strategic plan and led a highly profitable insurance arm of the organization. Prior to that role, he was the Strategic Initiatives Executive at the Association of College Unions International, the Section Membership Development Manager at the American Bar Association, and he began his association career as the Director of Membership at the Roller Skating Association International.

Jason earned both his undergraduate degree in Elementary Education and a graduate certificate in Nonprofit Management from Indiana University. He also holds the Certified Association Executive (CAE) credential from ASAE: The Center for Association Leadership. Jason has called Atlanta home since 2016 when he moved here from Indianapolis.

LinkedIn

Liz Beltramini, Chief Content Officer & DEI Advisor, SHRM-Atlanta

Liz Beltramini, Chief Content Officer & DEI Advisor, SHRM-Atlanta

Elizabeth Beltramini leads SHRM-Atlanta in providing members with content they need to advance as HR professionals. In joining the team, Liz hopes to grow the Association’s efforts related to equity and inclusion. Previously, Liz was a director and senior diversity officer for the Association of College Unions International. She also served as a consultant and project manager for Atria association management services. During her 20 years working with associations, Liz has overseen conferences and events, publications, websites, assessment and research, marketing, and membership.

Liz has a bachelor’s degree in journalism from Indiana University, a certificate in diversity and inclusion management from Cornell University, and is a qualified administrator of the Intercultural Development Inventory.

LinkedIn

Questions and Topics in this Interview:

  • SHRM-Atlanta’s mission
  • The intended audience for the Atlanta Works conference
  • Leaning into the adage of “people leave managers, not companies”
  • Industry specific tracks
  • Partners and sponsors
  • Registration and location details

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: Atlanta Works, HR, Human Resources, Jason Cline, John Ray, Liz Beltramini, North Fulton Business Radio, Office Angels, renasant bank, SHRM Atlanta

Tax Strategy and Tax Credits, with Greg Silberman, S.J. Gorowitz Accounting & Tax Services

August 14, 2023 by John Ray

S.J. Gorowitz
North Fulton Business Radio
Tax Strategy and Tax Credits, with Greg Silberman, S.J. Gorowitz Accounting & Tax Services
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S.J. Gorowitz

Tax Strategy and Tax Credits, with Greg Silberman, S.J. Gorowitz Accounting & Tax Services (North Fulton Business Radio, Episode 692)

Greg Silberman, Managing Director of S.J. Gorowitz Accounting & Tax Services, joined host John Ray to talk about his company’s unique approach to business consultancy, their ability to offer consolidated tax strategy, filing, and CFO services, renewable energy tax credits, some estate planning tips, and much more.

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

S.J. Gorowitz Accounting & Tax Services

S.J. Gorowitz Accounting & Tax Services is a boutique CPA firm that supports expanding and emerging businesses and their owners with a consultative, inclusive approach to accounting, business advisory, tax, trust, and estate services. They work one-on-one with clients to produce accurate financials, minimize taxes and ensure compliance. Their tailored accounting solutions and financially focused business consulting spans industries including manufacturing, professional services, real estate and technology.

The company is guided by the highest standards of integrity, authority, and commitment to client service excellence. Clients trust them for reliable knowledge that considers industry nuances, the economic climate, and their unique business goals.

Website | LinkedIn | Facebook

Gregory Silberman, Managing Director, S.J. Gorowitz Accounting & Tax Services

Gregory Silberman, Managing Director, S.J. Gorowitz Accounting & Tax Services

A seasoned Certified Public Accountant with extensive knowledge of accounting, tax planning and preparation, investments, private equity and M&A, Gregory Silberman leverages his international expertise in the exclusive service of high-net-worth individuals and growing small businesses. He brings more than 20 years of global financial experience in Europe, Asia, and North America to the position.

Silberman developed an overarching commitment to quality service during his diversified career which included stints in public accounting at Grant Thornton (Johannesburg, SA); derivative accounting for JPMorgan Chase & Company (London, UK); and management consulting with Atlanta Gas Light and NASCO (Atlanta, Ga, USA).

Nearly a decade ago, he established CJ Tag LLC to provide complex accounting, tax, and business services to high-net-worth individuals. Additionally, the firm offered fractional CFO services and investment guidance to corporate clients in a wide range of industries and markets.

Previously Silberman was the Chief Investment Officer at ACG Investment Management. He was responsible for managing the firm’s private equity, hedge fund and real assets investment portfolio.

Prior to joining ACG Investment Management, Greg served as Director of Alternative Investments at Wilmington Trust. He was responsible for managing more than $2 billion in private equity, hedge fund, and real estate assets, and was instrumental in the launch of a successful alternative mutual fund. Silberman also managed more than $80 billion as a member of the research team. He was a portfolio manager, analyst, and product developer for Perpetual Investments in Sydney and JP Morgan Chase in London with a focus on structured derivative products.

Silberman earned a Bachelor of Accounting from the University of Witwatersrand and subsequently passed the South African Accountant’s and Auditor’s Board Exam, the Australian Chartered Accountant’s Exam and the Uniform CPA Examination. In addition, Silberman is a Chartered Financial Analyst (CFA®) and a Chartered Alternative Investment Analyst (CAIA®).

When not spending time with his three daughters, Greg follows UFC and is always ready to cheer for the Springboks Rugby team.

Affiliations and Associations:
American Institute of Certified Public Accountants
Georgia Society of CPAs
Chartered Alternative Investment Analyst Institute
CFA Institute and CFA Society of Atlanta
Kaplan Schweser, CFA review course
South African Institute of Chartered Accountants

Boards/Committees:
Jewish Federation of Greater Atlanta, Investment Committee (former chairman)
Solomon Schechter Epstein School, Investment and Finance Committee (former member)
Ariel Synagogue (former treasurer)

LinkedIn

Questions and Topics in this Interview:

Services Provided

  • What services does SJG offer? How do you cater to the needs of your clients?
  • How does your firm help clients navigate through the complexities of tax preparation and planning?
  • Beyond tax-related services, what other financial areas does your CPA firm specialize in? Could you elaborate on financial consulting or advisory services you provide?
  • As technology advances, how has your firm embraced digital solutions for services like bookkeeping and financial reporting?

Inflation Reduction Act of 2022

  • Could you give our listeners a clear picture of what renewable energy entails and why it’s gaining so much attention?
  • How do these incentives work, and what benefits do businesses stand to gain?
    • The Inflation Reduction Act of 2022 offers tax incentives for businesses to adopt renewable energy.
  • Could you share examples of how different businesses are integrating renewable energy into their operations?
  • Beyond the financial incentives, how does embracing renewable energy contribute to environmental sustainability?
  • While the incentives are promising, are there any challenges businesses might face when transitioning to renewable energy?
  • What advice would you give to businesses that are considering adopting renewable energy but are unsure where to start?

Estate Planning

  • Can you explain the concept of portability and how it can be utilized in estate planning?
  • Could you elaborate on the increase in the lifetime gift and estate tax exemption for 2023?
  • Could you explain the concept of the annual gift tax exclusion and what it means for taxpayers?
  • What happens if someone decides to gift more than the annual exclusion amount to an individual recipient?

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: business advisory, Certified Public Accounting, CPa, estate planning, Greg Silberman, North Fulton Business Radio, Office Angels, renasant bank, renewable energy, renewable energy tax credits, S.J. Gorowitz, S.J. Gorowitz Accounting & Tax Services, tax law, The Inflation Reduction Act of 2022

Taking the Guesswork Out of Vitamins and Supplements, with Laurie Coello, Nutrishop Roswell

August 8, 2023 by John Ray

Nutrishop Roswell
North Fulton Business Radio
Taking the Guesswork Out of Vitamins and Supplements, with Laurie Coello, Nutrishop Roswell
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Nutrishop Roswell

Taking the Guesswork Out of Vitamins and Supplements, with Laurie Coello, Nutrishop Roswell (North Fulton Business Radio, Episode 691)

Laurie Coello, owner of Nutrishop Roswell, talked with host John Ray about her experience of getting healthy and deciding to open a Nutrishop in Roswell to help others regain a healthy lifestyle. Laurie shared how Nutrishop is different than the big box competitors, tools they use like the Body Composition Machine, the quality of their vitamins and supplements, their personalized service, success stories, and much more.

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

Laurie Coello, Nutrishop Roswell

Laurie Coello owns Nutrishop Roswell. Laurie can be reached at the shop at (470) 223-4909.

Since 2003, Nutrishop® has helped individuals like you achieve various health and fitness goals by offering top-quality dietary and nutritional supplements and services coupled with unparalleled personalized attention – all at guaranteed low prices.

At Nutrishop®, their focus is on your results!

Founder and CEO, Bryon McLendon, turned down a lucrative career opportunity to pursue his passion of helping others live a fit, happy and healthy lifestyle. Unemployed yet determined, he drained his bank account and opened his first retail nutrition store in 1997. With laser-sharp focus, he went to work every single day, morning to night. His wife, Tania, a personal trainer and former college track athlete, was his rock, encouraging him along the way. Within two years, Bryon had opened five locations.

After gaining several years of knowledge and expertise in the industry, Bryon decided to start his very own company, thus NUTRISHOP®, Inc. was born with the first store opening in Norco, California in 2003. Bryon extended the opportunity to other like-minded, hard-working entrepreneurs who were passionate about helping others. Founded on the pillars of honesty, integrity, trust, opportunity and good ol’ fashioned hard work, our NUTRISHOP® family grew.

“We have store owners who hated their jobs and now they’re able to do something they love while changing lives for the better and providing for their families,” says Bryon. “That gets me excited!”

Website | Facebook | Instagram

Questions and Topics in this Interview:

  • What is Nutrishop?
  • How did you come to own a Nutrishop?
  • What is “healthy”?
  • How does Nutrishop help?
  • The Body Composition Machine
  • NutriGuide and Meal Plans

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: army, Body Composition Machine, bodybuilding, Laurie Coello, meal planning, Miltary, North Fulton Business Radio, Nutrishop Roswell, Office Angels, renasant bank, supplements, vitamin supplements, vitamins, vitamins and minerals

Pre-Retirement Planning for Business Owners, with Tony Van Gelder, Van Gelder Financial

August 8, 2023 by John Ray

Tony Van Gelder
North Fulton Business Radio
Pre-Retirement Planning for Business Owners, with Tony Van Gelder, Van Gelder Financial
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Tony Van Gelder

Pre-Retirement Planning for Business Owners, with Tony Van Gelder, Van Gelder Financial (North Fulton Business Radio, Episode 690)

Tony Van Gelder, a Certified Financial Planner and Owner of Van Gelder Financial, joined the show to talk about his career journey, becoming a financial planner, how to choose a financial planner, the value of having an advisor younger than you, how pre-retirement business owners should be planning, and more.

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

Van Gelder Financial

It’s Van Gelder Financial’s belief that a Financial Plan is really a Life Plan.  While there are the technical aspects, a properly built plan should:

  • Help to articulate the “why” behind your plan
  • Clearly identify your personal and financial goals and how to achieve them
  • Establish clear action steps to accomplish the desired outcome
  • Be written and explained in an easy-to-understand way
  • Evolve into a living document; not something that gathers dust on the shelf.

They manage the investment of your assets according to your current financial situation, future goals, and risk tolerance level. In saying that, they firmly believe in the power of consistency and do not employ market timing or specific stock selection methods but encourage longer term strategies with periodic reviews and adjustments.

They will work with you to determine the optimal asset allocation based on your unique needs. As independent financial advisors they are not motivated by sales targets or commissions which means they will put your interests above anything else. Once an initial plan is crafted and underway, the investments are consistently monitored to ensure they not only meet your needs, but also adapt to the changing financial landscape.

Van Gelder supports families and individuals who want to help plan for their child’s or loved one’s college education. They can help with the decision on which investment and savings vehicle is right for your situation, maximize the tax efficiency, and then put a plan in place to help ensure the money is there when you need it. Alternatively, if you are on the other side of college and currently dealing with student loans, they help to determine your goals and then implement the right repayment strategy that considers your specific situation and circumstance.

Estate planning is not just for the super-rich, but instead something everyone should consider. It’s about ensuring that when something happens to you, the ones you care about won’t have to guess about desired outcomes. Estate Planning gives family members the freedom to grieve and the comfort of knowing they’re honoring your wishes. Having a plan for your estate means you can continue to help your loved ones reach goals you set together, even after you are gone. They help clients look after their investments including insurance policies, savings accounts, and overall goals, to create a plan designed to set yourself and family up for financial success.

Website | Facebook

Tony Van Gelder, CFP, Owner, Van Gelder Financial

Tony Van Gelder, CFP, Owner, Van Gelder Financial

Tony has always had a passion for personal finance and spent the first 10 years of his professional career within corporate finance for the medical industry. His career path gave him the opportunity to work in America, Asia, and Australia where he gained valuable experience in understanding how finance impacts various cultures and the international business community.

Tony is a Certified Financial Planner™ (CFP®) and holds Series 7 and 66 securities designations. Tony also maintains his life insurance license across various states. He graduated with a B.S. in Finance and Operations Management from Indiana University and received his Masters in Business Administration (MBA) from Macquarie University in Sydney, Australia. Tony, along with his wife and two sons currently live in Milton where he is now the owner and lead advisor for Van Gelder Financial.

In his spare time Tony enjoys golfing, reading, and teaching his boys the love of sports.

LinkedIn

Questions and Topics in this Interview:

  • What is your background and how did you get into Financial Planning?
  • What makes you different than any other Financial Advisor?
  • What do you say to people who might want to work with an Advisor who is closer to them in age/experience?
  • With robo advisors, Chat GPT, and other technology advances, do you see the value of a Financial Advisor diminishing?
  • What do you do outside of work? Hobbies?

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: certified financial planner, CFP, College Planning, estate planning, financial planning, investments, North Fulton Business Radio, Office Angels, renasant bank, Tony Van Gelder, Van Gelder Financial

Using an Outside CFO in a Business Transition, with Art Bottoms, B2B CFO

August 8, 2023 by John Ray

B2B CFO
North Fulton Business Radio
Using an Outside CFO in a Business Transition, with Art Bottoms, B2B CFO
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B2B CFO

Using an Outside CFO in a Business Transition, with Art Bottoms, B2B CFO (North Fulton Business Radio, Episode 689)

Art Bottoms, a partner with B2B CFO, joined host John Ray on this edition of North Fulton Business Radio. Art discussed what B2B CFO does, their expertise and experience, the tools they provide to support a business owner during a sale or exit, success stories, and much more.

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

B2B CFO

B2B CFO is “the alternative” to the typical professional services on an exit or buy transition. They use unique tools, talents, and processes to help the business owner(s) through the transition.

Not only are their professionals qualified, but they have published books and software to help with these transitions.

Clients discover that B2B CFO not only has the tenure (in business since 1987) but the tools, talent, and processes to qualify them to be unique in the industry. This becomes a significant advantage to a client’s company and/or to someone they know.

Website

Art Bottoms, Partner, B2B CFO

Art Bottoms, Partner, B2B CFO

As a B2B CFO Partner, Art helps the owners of privately-held businesses reach their personal and business goals.

For over 34 years, he has been helping business owners:
– Navigate Successful Business Transitions
– Increase Company Value
– Increase Personal Wealth
– Reduce Stress
– Reduce Cashflow Worries
– Provide Security for Loved Ones
– Create More Free Time
– Build a Solid Retirement Plan

Art provides his consulting services on an as-needed basis. This helps privately-held businesses benefit from his experience, without the cost of a full-time employee. Art’s specialty is working with businesses whose sales are in the $2M-$75M range.

His areas of expertise include:
– Leading Financial Operations
– Accounting, Audit, and Tax Strategies
– Financial Planning and Budget Management
– Cash Planning and Managing Bank Relationships
– Financial Controls Implementation and Improvement
– Mergers and Acquisitions
– Financial Systems Design and Implementation

When Art is not working, he enjoys spending time with family, playing golf, and indulging his love for seeing new places.

LinkedIn 

Questions and Topics in this Interview:

  • What is B2B CFO?
  • How are you different than a fractional CFO?
  • What are the advantages to using B2B CFO?
  • The resources B2B CFO can provide
  • Planning for an exit and the mistakes business owners make
  • The Exit Strategy Handbook and Software
  • Success stories

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: Art Bottoms, B2B CFO, business exit, Business Owners, Chief Financial Officer, exit planning, Fractional CFO, John Ray, North Fulton Business Radio, Office Angels, outside cfo, renasant bank

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