North Fulton Business Radio Archives - Page 61 of 72

Keith Daniel, CPA, Nichols, Cauley and Associates

January 7, 2020 by John Ray

North Fulton Business Radio

Keith Daniel, CPA, Nichols, Cauley and Associates

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North Fulton Business Radio, Episode 187: Keith Daniel, Nichols, Cauley and Associates

Keith Daniel, CPA, a Shareholder with Nichols, Cauley & Associates, joins “North Fulton Business Radio” to share how he serves as a trusted advisor to clients, how business owners should prepare for an eventual sale, his role in a client’s reality TV show, and much more. “North Fulton Business Radio” is hosted by John Ray and is broadcast from the North Fulton Business RadioX® studio inside Renasant Bank in Alpharetta.

Keith Daniel, Nichols, Cauley & Associates

Keith A. Daniel, CPA is a Shareholder in the Atlanta office of Nichols, Cauley & Associates, LLC where he performs Audit, Tax and Management Consulting Services for closely held, middle market businesses. While he has worked with businesses in many industries, Keith is primarily focused on companies with both domestic and international operations involved in manufacturing, distribution, construction, and healthcare. Keith is a husband and father of twin girls, enjoys golfing, water and snow skiing, and is actively involved in charities supporting children from all walks of life.

Nichols Cauley & Associates

Devoted to the financial success of their clients, Nichols, Cauley and Associates offers a diverse range of financial services. The firm was honored to be named one of Atlanta’s fastest-growing accounting firms in 2018 by the Atlanta Business Chronicle.

Nichols, Cauley, & Associates is a public accounting firm with office locations in Calhoun, Canton, Dalton, Dublin, Kennesaw, Peachtree Corners, Rome and Warner Robins, Georgia and Wildwood, Florida. Although they operate out of several office locations, they work as a team, utilizing the professionals best qualified to perform services for our clients.

This team approach the firm uses in their client relationships is evident in all they do. By utilizing the team approach they become partners with our clients and develop long-term relationships that foster a “win-win” environment for all parties.

There is more to accounting than numbers and compliance. Accounting is the language of business. It is the communication between business people who may desire different goals and outcomes. By becoming a useful participant on a client’s team, Nichols Cauley is able to identify what clients desire for their life or their business. They then help develop a plan of action which helps clients communicate and achieve their goals, and measure their performance against those goals.

For more information, go to the Nichols Cauley website or call 800-823-0117.

North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with approximately $12.9 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Steve Wigmore, YourPatentExpert.com

December 20, 2019 by John Ray

North Fulton Business Radio

Steve Wigmore, YourPatentExpert.com

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North Fulton Business Radio, Episode 186: Steve Wigmore, YourPatentExpert.com

Steve Wigmore, YourPatentExpert.com, shares his journey into intellectual property law, how his time working as a U.S. Patent Office examiner helps him better serve his clients, and much more. “North Fulton Business Radio” is hosted by John Ray and is broadcast from the North Fulton Business RadioX® studio inside Renasant Bank in Alpharetta.

Steve Wigmore, YourPatentExpert.com

Steve Wigmore designed and developed YourPatentExpert.com. This is a website geared for Start-Up companies and Inventors / Entrepreneurs. This website describes the patenting process in simple terms which should be easy to understand. Steve discovered that many existing websites do not provide good information about the patenting process and which are easy to understand.

In his law practice, Steve supports a wide range of patent clients: from entrepreneurs to large Fortune 100 Companies. Steve counsels start-up companies as well as individual inventors on how to build their intellectual property portfolios. He also advises clients on how to maintain and enforce mature portfolios. Steve serves both American and International (non-U.S.) clients seeking to protect their innovations and ideas in the United States.

Steve’s prior experience as a former USPTO Utility Patent Examiner has given him unique insights on how to secure patents very efficiently from the USPTO as well as other patent offices throughout the world. Steve finds it interesting that the patent process has not changed that much over time compared to when he was a Utility Patent Examiner over two decades ago.

Steve helps companies and individual inventors secure patents from the U.S. Patent & Trademark Office and other Patent Offices throughout the World. He has successfully represented clients in appeals of their patent cases to the Board of Patent Appeals and Interferences (BPAI). Steve has also prosecuted several trademark applications successfully to registration.

His experience has also included preparing and negotiating license agreements for patents, trademarks, and copyrights. Steve has also supported many corporate transactions by conducting due diligence projects to assess large intellectual property portfolios and performing background work needed for intellectual property related opinions. He has prepared patent invalidity, patent non-infringement, and freedom to operate opinions as well as public protests against patent applications in connection with his due diligence support and other matters.

More on Steve at his LinkedIn profile or at YourPatentExpert.com. You can call him direct at (678) 775-8788.

Alpharetta Tech Talk: Rachel Stuve, Golden Seeds

December 20, 2019 by John Ray

Alpharetta Tech Talk

Alpharetta Tech Talk: Rachel Stuve, Golden Seeds

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“Alpharetta Tech Talk,” Episode 5: Rachel Stuve, Golden Seeds

Data analytics leader Rachel Stuve was recently voted one of LinkedIn’s top voices in 2019 for Data Science and Analytics. She joins “Alpharetta Tech Talk” to discuss a variety of topics, including her career in data analytics, data and the customer experience, how a data analytics program drives a company’s value, and her role with Golden Seeds, and more. “Alpharetta Tech Talk” is hosted by John Ray and broadcast from the North Fulton Business RadioX® studio inside Renasant Bank in Alpharetta.

Rachel Stuve, Golden Seeds

Rachel Stuve is Director of Analytics with Golden Seeds, an early-stage investment firm with a focus on female leaders. Golden Seeds is dedicated to pursuing investment returns through the empowerment of women entrepreneurs and the people who invest in them. The group was founded in 2005 and is headquartered in New York City, with active chapters in Atlanta, Boston, Dallas, Houston, and Silicon Valley. Golden Seeds’ angel network has become one of the largest in the country, with over 275 members nationwide.

Rachel is a founding member of the Atlanta Golden Seeds chapter. In addition to her work in the angel investment community, Rachel has over 15 years experience in healthcare, manufacturing, government, retail, and IT services as a seasoned analytics professional. Through Golden Seeds, she mentors women entrepreneurs in collecting and monetizing data, customer experience, data security and more.

For more information, you can contact Rachel through LinkedIn. To learn more on Golden Seeds, you can find their website here.

“Alpharetta Tech Talk” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with approximately $12.9 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you.

Frazier & Deeter’s Business Beat: James Dawson, Frazier & Deeter

December 18, 2019 by John Ray

Business Beat

Frazier & Deeter's Business Beat: James Dawson, Frazier & Deeter

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Show Summary

James Dawson, Frazier & Deeter international tax partner, joins host Roger Lusby, CPA to address how middle market businesses will be affected by Brexit, the U.S.-China trade war, and changing global supply chain patterns. “Business Beat” is brought to you by Alpharetta CPA firm Frazier & Deeter.

James Dawson, Frazier & Deeter

James Dawson is an experienced international business and tax advisor in growing global enterprises. His focus is on both U.S. and foreign tax planning, structuring of international operations, cross border transactions, project management and coordination of services in foreign jurisdictions. James provides a full range of international tax and accounting services for both private and public companies. His experience includes tax efficient global supply chain management, international reorganization planning, due diligence, efficient planning for movement of both intellectual property and cash, acquisition planning, tax efficient inbound planning, maximization of export incentives, transfer pricing consultation and addressing both U.S. and local country controversy matters.

To find out more, go to the Frazier & Deeter website here, email James, or call 404-573-4136.

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, 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: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

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

Dean Robertson, Integrated Insurance Solutions, and Josh Bernstein, Josh Bernstein Media

December 18, 2019 by John Ray

North Fulton Business Radio

Dean Robertson, Integrated Insurance Solutions, and Josh Bernstein, Josh Bernstein Media

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North Fulton Business Radio, Episode 185: Dean Robertson, Integrated Insurance Solutions, and Josh Bernstein, Josh Bernstein Media

Unrecognized insurance needs for businesses and smart Google advertising were the topics featured on this edition of “North Fulton Business Radio” as Dean Robertson, Integrated Insurance Solutions, and Josh Bernstein, Josh Bernstein Media, joined the show. “North Fulton Business Radio” is hosted by John Ray and is broadcast from the North Fulton Business RadioX® studio inside Renasant Bank in Alpharetta.

Dean Robertson, Integrated Insurance Solutions

Dean Robertson is President and CEO of Integrated Insurance Solutions, an independent insurance agency located in Johns Creek GA. He started the business in 2001 after an 11 year career as a PGA Professional. Integrated Insurance Solutions offers commercial insurance, providing a wide-range of protection for businesses and their subsidiaries under a single policy. Personal insurance products are offered as well, with protection for homes, automobiles and personal possessions, along with personal liability coverages. Integrated Insurance Solutions’ goal is to establish successful partnerships by understanding the needs and concerns of each client.

Dean still enjoys golf, tennis and the outdoors, his favorite times were coaching one of his three children’s sports over the years. Dean is an active Rotarian and a Paul Harris Fellow.

To learn more, go to the Integrated Insurance Solutions website, Email Dean directly, or call 770-667-3636.

Josh Bernstein, Josh Bernstein Media

Josh Bernstein owns Josh Bernstein Media and is regarded as a leading independent Google Ads expert in Metro Atlanta. He receives annual certification as a Google Qualified Professional and is also a Google Partner. Josh has promoted an impressive list of brands including JCPenney, Bridgestone Golf, SCANA, Chick-fil-a, The Battery Atlanta/Atlanta Braves, Mitsubushi, Hooters and many others. He also specializes in Google display ads, YouTube video ads and social media advertising.

Josh has over 12 years experience primarily in the paid search space, and over 16 years in marketing, public relations and advertising.

To learn more, go to the Josh Bernstein Media website or email Josh directly.

Andy Kalajian, Fort Leadership and Sales Consulting, and Kevin Quirk, Harvest Connect

December 12, 2019 by John Ray

North Fulton Business Radio

Andy Kalajian, Fort Leadership and Sales Consulting, and Kevin Quirk, Harvest Connect

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North Fulton Business Radio, Episode 184: Andy Kalajian, Fort Leadership and Sales Consulting, and Kevin Quirk, Harvest Connect

On this edition of “North Fulton Business Radio,” Andy Kalajian, Fort Leadership and Sales Consulting discussed his executive coaching brand and the power of a positive mindset, while Kevin Quirk, Harvest Connect, explained how his company has made inroads in Georgia’s hemp industry. “North Fulton Business Radio” is hosted by John Ray and is broadcast from inside Renasant Bank in Alpharetta.

Andy Kalajian, Fort Leadership and Sales Consulting

Andy Kalajian has been a highly sought-after public speaker for more than 25 years. He has received public acclaim for his brand, EnTheos, which is Latin for “Spirit Within” and predecessor to the word Enthusiasm. Through Fort Leadership and Sales Consulting, Andy delivers powerful talks and lessons steeped in wisdom literature and practical application into busy lifestyles. As a certified John Maxwell coach, Andy helps professionals sharpen business skills, and offers Mastermind group teaching, and one-on-one executive coaching.

Andy is a native of Detroit, MI. In high school, he read such books as “Think and Grow Rich” by Napoleon Hill and “How to Win Friends and Influence People” by Dale Carnegie. He was awarded the prestigious Evans Scholarship, a full academic and leadership scholarship for golf caddies, to study at Michigan State University, where he earned a Bachelor’s of Science degree in Medical Technology. Andy started his professional career by blending his lifelong passion for medicine and public speaking with a position in Medical Sales, in Atlanta. He formerly held positions at MicroPort Orthopedics, Zimmer Biomet and ConforMIS.

Andy’s professional tagline, “Transformational thought in action,” reminds clients that they can permanently change the destiny of their life by changing the nature of their thoughts and actions.

To learn more, go to the Fort Leadership and Sales Consulting website, email Andy directly, or call 770-597-9005.

Kevin Quirk, Harvest Connect

Kevin Quirk is Chief Executive Officer at Harvest Connect, a brand company focused on the hemp-derived CBD market. Harvest Connect’s entities include Georgia Good, Graceleaf, CBD Store and More, and Harvest Canopy, the medical marijuana division covering aspects of the cultivation, processing, retail and wholesale of CBD, hemp and medical marijuana.

Harvest Connect’s mission is to be the positive change agent for all things cannabis in the state of Georgia. The company works to bring ethical practices to the hemp industry, improve the lives of Georgians, create jobs, and give back to the community.

Kevin has more than 25 years experience in general, brand and financial management. He brings knowledge of FDA and USDA compliance through the founding and selling of an organic juice company. In addition, he has an extensive background in consumer packaged goods through former management roles at The Coca-Cola Company and Anheuser-Busch.

To learn more, go to the Harvest Connect website, email Kevin directly, or call 703-609-6643.

ProfitSense with Bill McDermott, Episode 3: Ken Madren, PermaTherm Inc.

December 12, 2019 by John Ray

North Fulton Studio

ProfitSense with Bill McDermott, Episode 3: Ken Madren, PermaTherm Inc.

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ProfitSense with Bill McDermott, Episode 3: Ken Madren, PermaTherm Inc.

On this edition of “ProfitSense with Bill McDermott,” Ken Madren, CEO of PermaTherm, discusses the importance of managing by the numbers, maintaining a strong company culture, and much more. “ProfitSense with Bill McDermott” is broadcast from the North Fulton Studio of Business RadioX® in Alpharetta.

Ken Madren, PermaTherm Inc.

Ken Madren is CEO of PermaTherm. Founded in 1988, PermaTherm is primarily a manufacturer of insulated metal panel products utilized in tightly controlled environments. The company manufactures other foam insulation products and materials for the packaging industry, and the general insulation markets. Clients are served in food production, cold storage, grow rooms, agricultural storage and commercial applications.

Before joining PermaTherm in 2005, Ken spent 13 years with mergers and acquisitions firm Forsch Partners, where he served as managing partner. He is also past President of Sandy Springs Youth Sports. The nonprofit directs a multi-sport youth recreation complex in partnership with the City of Sandy Springs.

For more information visit PermaTherm’s website. You can reach Ken by email or phone, 770-843-5363. Also connect with Ken on LinkedIn.

About Your Host, Bill McDermott

Bill McDermott is Founder and CEO of McDermott Financial Solutions. After over three decades working for both national and community banks, Bill uses his expert knowledge to assist closely held companies with improving profitability, growing their business and finding financing. Bill is passionate about educating business owners about pertinent topics in the banking and finance arena.

He currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn. The complete show archive for ProfitSense with Bill McDermott” can be found at profitsenseradio.com.

Andrew Bell, Affinity Bank

December 10, 2019 by John Ray

North Fulton Business Radio

Andrew Bell, Affinity Bank

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North Fulton Business Radio, Episode 183: Andrew Bell, Affinity Bank

Andrew Bell, Affinity Bank, joined “North Fulton Business Radio” to talk about Affinity’s expansion into North Fulton and how they serve business customers. “North Fulton Business Radio” is hosted by John Ray and is broadcast from inside Renasant Bank in Alpharetta.

Andrew Bell, Affinity Bank

Andrew Bell is Vice President in Commercial Business Development at Affinity Bank. He serves the north Atlanta business community with a high level “white glove” focus on service and a strong technology driven banking platform.

Affinity Bank was established in 2010, however the bank started as Atlanta Business Bank in 2002. The full-service bank serves individual and business clients in Atlanta and across the Southeast through a technology-driven operating platform and personal service. Clients include medical and dental practices, attorney offices, churches, nonprofits, and more.

To learn more, go to the Affinity Bank website, email Andrew, or call directly 912-536-5875.

James Daniel, The Advisory Firm, and Jeff Armacost, Whole Brain Brands

December 9, 2019 by John Ray

North Fulton Business Radio

James Daniel, The Advisory Firm, and Jeff Armacost, Whole Brain Brands

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North Fulton Business Radio, Episode 182: James Daniel, The Advisory Firm, and Jeff Armacost, Whole Brain Brands

On this edition of “North Fulton Business Radio,” James Daniel of The Advisory Firm discussed the advantages of fee-only financial planning, while Jeff Armacost, Whole Brain Brands, offered both business and personal branding advice. “North Fulton Business Radio” is hosted by John Ray and is broadcast from inside Renasant Bank in Alpharetta.

James Daniel, The Advisory Firm

James Daniel owns The Advisory Firm, a fee-only fiduciary wealth management practice providing planning, investment and tax services to clients throughout North Georgia.

James is a former electrical engineer. He entered the financial services industry as a professional stock trader and transitioned to a full service broker/dealer. He started his Alpharetta-based firm in 2006, and has experience from the consumer perspective, as well as on the product sales side. James offers financial planning with no product selling. His approach to planning is about designing client strategy and educating you on what needs to be done to accomplish objectives.

To learn more, go to The Advisory Firm website, email James directly, or call 678-566-3711.

Jeff Armacost, Whole Brain Brands

Jeff Armacost is the Chief Brand Guy for his firm, Whole Brain Brands. The company has offered brand identity, brand communications, website design and social media expertise to such clients as Coca-Cola, Emory University and the Jimmy Carter Library.

Jeff has decades of experience as a brand strategist. He and his team at Whole Brain Brands provide high-level project management, understanding that new technologies have fundamentally changed the way companies and consumers engage with brands. They create a strategy that develops as businesses grow and evolve, so clients are ready for new opportunities as they arise.

To learn more, go to the Whole Brain Brands website, email Jeff directly, or call 404-514-6588.