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Jordan Wilson, Corporate Tax Advisors

October 24, 2022 by John Ray

Corporate Tax Advisors
North Fulton Business Radio
Jordan Wilson, Corporate Tax Advisors
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Corporate Tax Advisors

Jordan Wilson, Corporate Tax Advisors (North Fulton Business Radio, Episode 554)

Tax credits were the theme in this edition of North Fulton Business Radio, as host John Ray welcomed Jordan Wilson, Corporate Tax Advisors, to the studio. Jordan discussed the employee retention tax credit (ERTC), R&D tax credits, misconceptions about each of these credits, eligibility, how his firm works in conjunction with CPAs, and much more.

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

Corporate Tax Advisors

Established in 2014 in Huntsville, Alabama, Corporate Tax Advisors provides tax solutions to Certified Public Accountants and businesses, both small and large, nationwide.

With a heavy focus on Research and Development Tax Credits, the two founding partners work closely with industries such as architecture, engineering, software development, medical devices, GIS, and manufacturing. CTA’s partners, Mike Woeber and Dawson Fercho spent more than 15 years in the Research and Development Tax Credit industry before opening their own firm.

At CTA the primary focus is on in-person service and making sure all clients get a fair return on their investment. By focusing exclusively on Federal and State Tax Incentives that complement our clients’ traditional tax and accounting team, CTA is able to deliver quantifiable benefits to clients.

The team at CTA first determines which tax benefits will be beneficial to the client and then ensures that each relationship is handled with care and diligence. The CTA teams’ ability to work seamlessly with clients is the reason so many tax professionals and businesses across the nation have turned to CTA time and time again.

Company website | LinkedIn

Jordan Wilson, Director, Corporate Tax Advisors

Jordan Wilson, Director, Corporate Tax Advisors

Prior to joining CTA Jordan worked on many credits and incentives programs including state and federal research and development, training, investment, large job expansions, and location expansions incentives.

Jordan has worked with clients ranging from small tech startups to international enterprise corporations and uncovered credits ranging from $10,000 to $10,000,000. Jordan was a part of the original team that launched the R&D tax credit service for ADP Tax Credits and was responsible for triple-digit growth during his time there.

At CTA Jordan is focusing solely on assisting companies in identifying potential tax credits and unique tax strategies. These include research & development, renewable energy, cost segregation, and employment tax credits.

Jordan lives just north of Atlanta where he and his wife Kristin have two children, Carter and Mattie. He is very active in his community.

LinkedIn

Questions and Topics in the Interview:

  • About Corporate Tax Advisors
  • The R&D Tax Credit
  • Myths around the R&D tax credit and why so many do not know about this great incentive
  • Changes in legislation and updates
  • THE ERTC Credit – the wild west!
  • How to realize tax savings, increase cash flow and stay competitive in the marketplace – true impact of credits
  • Why is my CPA not doing this for me? General Practitioner vs Specialist
  • Differentiators and culture

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, Corporate Tax Advisors, corporate taxes, CTA, ERTC Credit, Jordan WIlson, R&D, R&D Tax Credit, renasant bank

Ronnie Kenyatta, RK Strength Training

October 21, 2022 by John Ray

RK Strength Training
North Fulton Business Radio
Ronnie Kenyatta, RK Strength Training
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RK Strength Training

Ronnie Kenyatta, RK Strength Training (North Fulton Business Radio, Episode 553)

Ronnie Kenyatta, owner and strength coach at RK Strength Training, joined this episode of North Fulton Business Radio with host John Ray. Ronnie shared his story of working as a strength and conditioning trainer with the New York Mets and having to quit after a diagnosis of kidney disease. After Ronnie received a donated kidney transplant from a longtime friend, he adapted to become a strength and conditioning coach in his own business. He and John discussed speed training, how he assesses an athlete, mindset, what coaches and scouts are looking for in high school and college athletes, and much more.

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

RK Strength Training

RK Strength Training utilizes cutting-edge exercises, drills, and concepts to enhance players’ physical and mental capabilities.

By creating age and skill-level-appropriate programming for travel, high school, college, and pro sports organizations, they are striving to advance the field of performance enhancement. However, in order for this to occur it is imperative that each athlete wholeheartedly commits to the player development program.

Performance Training: regimented exercise program with progressive intensities aiming to maximize athleticism for any given sport and encompassing:

  • Joint Maintenance/Injury Prevention

  • Sports-Specific Weight Training

  • Speed/Agility/Quickness

  • Mental Toughness

  • Core Strength

  • Flexibility

  • Mobility

  • The RK fitness program is designed to accommodate all demographics. Clients receive customized strength, cardiovascular, flexibility/mobility programs. These programs are designed with the following goals in mind.

    •   To develop metabolic training. programs directed toward the client’s goal BMI/ Body fat composition.

    •  To safely and efficiently develop appropriate muscle mass.

    •  To enable our clients to look and feel absolutely amazing

    •  To enhance our client’s movement quality.

Company website | Instagram | Facebook | Twitter

Ronnie Kenyatta MS,CSCS,PES,CES, Strength and Conditioning Coach and Owner, RK Strength Training

Ronnie Kenyatta MS,CSCS,PES,CES, Strength and Conditioning Coach and Owner, RK Strength Training

Ronnie is originally from Cheverly, Maryland. He moved to Atlanta in 1998. His Strength and Conditioning career began as an intern at Georgia Tech for Men’s Basketball during the Bobby Cremins era.

As a lifelong baseball fan, Ronnie moved to professional baseball. He worked for the NY Mets for 12 years as the Assistant Minor League Strength and Conditioning Coordinator from 2001-2013. During this time, he worked with players such as Jacob deGrom, Matt Harvey, Jose Reyes, current San Diego Padres Manager Andy Green, Justin Turner, and Daniel Murphy.

Based out of Alpharetta, Georgia Ronnie now trains athletes of all sports from middle school to the professional level. He graduated from Radford University and has A Masters in Exercise Science.

LinkedIn

Questions and Topics in the Interview:

  • How do I improve my athlete’s speed?
  • What EXACTLY are college and professional scouts/coaches looking for in today’s athlete?
  • What’s the best way to stand out as an athlete?
  • How do I minimize injuries?
  • What is your “make up”?

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, Baseball, college athlete, high school athlete, kidney disease, kidney transplant, North Fulton Business Radio, professional athlete, renasant bank, RK Strength Training, Ronnie Kenyatta, speed and agility

Randy Hain, Serviam Partners, and Author of Upon Reflection: Helpful Insights and Timeless Lessons for the Busy Professional

October 18, 2022 by John Ray

Randy Hain, Serviam Partners, Upon Reflection
North Fulton Business Radio
Randy Hain, Serviam Partners, and Author of Upon Reflection: Helpful Insights and Timeless Lessons for the Busy Professional
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Randy Hain, Serviam Partners, Upon Reflection

Randy Hain, Serviam Partners, and Author of Upon Reflection: Helpful Insights and Timeless Lessons for the Busy Professional (North Fulton Business Radio, Episode 552)

Executive coach and author Randy Hain joined host John Ray on this edition of “North Fulton Business Radio” to discuss his latest book, Upon Reflection: Helpful Insights and Timeless Lessons for the Busy Professional. Randy shared why he wrote the book (his ninth), the value of reflection in a world built on busyness, why kindness is more prevalent in the world than we think, living a life of generosity, and more. Randy also discussed his coaching practice and his work with C-suite executives.

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

Serviam Partners

Serviam performs executive coaching and leadership consulting work for individual business leaders, teams, and companies. Serviam Partners blends deep experience, refreshing candor, and strong values in our consulting/coaching offerings.

They offer executive and career coaching, and leadership development.

Company website | LinkedIn | YouTube

Randy Hain, Founder and President, Serviam Partners, and Author of Upon Reflection: Helpful Insights and Timeless Lessons for the Busy Professional

Randy Hain, President and Founder, Serviam Partners, Co-Founder, Leadership Foundry

Randy Hain is the founder and president of Serviam Partners (ServiamPartners.com) and the co-founder of the Leadership Foundry (MyLeadershipFoundry.com). With a successful 30+ year career in senior leadership roles, corporate talent and executive search, he is a sought-after executive coach for senior leaders at some of the best-known companies in the U.S. who are seeking candid and expert guidance on how to identify and overcome obstacles to their success or develop new leadership skills.

He is also an expert at onboarding and cultural assimilation for senior leaders as well as helping senior leadership teams improve trust, collaboration, and candid communication. Randy also offers consulting/coaching for companies, teams and individual business leaders looking to develop more authentic and effective business relationships both inside and outside their organizations. His deep expertise in business relationships is a true area of differentiation for him and Serviam Partners. He is an active community leader and serves on the boards of the causes he cares about most. Randy has earned a reputation as a creative business partner and generous thought leader through his books, articles and speaking engagements.

Randy is the award-winning author of nine books, including Essential Wisdom for Leaders of Every Generation, Something More: The Professional’s Pursuit of a Meaningful Life, LANDED! Proven Job Search Strategies for Today’s Professional and Special Children, and Blessed Fathers: Encouragement for Fathers of Children with Special Needs.

His latest book is Upon Reflection: Helpful Insights and Timeless Lessons for the Busy Professional.

Randy is passionate about promoting opportunities for adults with autism in the workplace. He is also a board member of Growing Leaders, an international non-profit focused on developing leadership and character in young people, and an advisory board member for the Brock School of Business at Samford University. Randy is a frequent presenter to the students of the business school at Samford University and is a 1989 graduate of the University of Georgia.

He has been married for over 25 years and has two sons.

LinkedIn

Questions and Topics in the Interview:

  • Randy Hain’s newest book, Upon Reflection: Helpful Insights and Timeless Lessons for the Busy Professional
  • Tell us about you, your work, and why you wrote this book
  • Who is this book written for?
  • How do you find time to write such interesting books and still run a thriving executive coaching and leadership consulting business…and be a husband and father?
  • Why is reflection important in today’s world?
  • I love the way you organized the book and the various topics. Tell us about Upon Reflection and what the reader can expect
  • I loved the first chapter which is titled Savoring the Moments. Tell us about it.
  • I am really drawn to your last section of the book which is Being Good Human Beings. The stories you share are incredibly compelling. Why is being good human beings so important in today’s world?
  • Where can listeners find the book?
  • What would you like our listeners to know about you or your work as close out today?

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, Leadership Foundry, North Fulton Business Radio, Randy Hain, renasant bank, Serviam Partners, Upon Reflection

Arlene Stearns, The ImageUp™ System

October 17, 2022 by John Ray

North Fulton Business Radio
North Fulton Business Radio
Arlene Stearns, The ImageUp™ System
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Arlene Stearns

Arlene Stearns, The ImageUp™ System (North Fulton Business Radio, Episode 551)

Arlene Stearns, the owner of The ImageUp™ System, was the guest on this edition of  North Fulton Business Radio. She detailed the way her system works, how appearance impacts perception, how to dress to enhance your natural beauty, the importance of color, and much more.

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

The ImageUp™ System

Is your image a deficit or an asset? Engaging ImageUp™ is one of the best investments you can ever make, producing returns for years to come.

It takes less than a second to make a lasting first impression, which can change the entire course of your business life. Your image makes a powerful statement about your capability and credibility and impacts your career and lifestyle.

A study called “Work Your Image: The Importance of Appearance on the Job”, reported that 76% of participants agreed that a woman’s appearance affects whether she is taken seriously, asked to participate in meetings with upper management, or is well regarded by colleagues and supervisors.  64% believed appearance plays a significant role in raises and promotions.

ImageUp™ is customized to help you discover and express your personal style – a style that is polished, reflects a healthy, confident sense of well-being, and a positive outlook. Your image is more than a reflection in the mirror; it represents who you truly are, your best self.

Arlene Stearns, CEO of ImageUp™, believes it is your turn to look and feel fabulous. It’s your turn to have the life and career you love!  ImageUp™ – it’s your turn NOW!

Company website | Instagram | Facebook

Arlene Stearns, Owner, The ImageUp™ System

Arlene Stearns, Owner, The ImageUp™ System

Arlene Stearns is a leading image consultant, artist, and public speaker, who helps those who want to uplevel their income to make an impact in the world. She creates a distinctive personal style for entrepreneurs and professionals that boosts their confidence and revenue.

As the founder of The ImageUp System, she guides her clients to cash in on lucrative opportunities they’ve previously missed by enhancing their appearance, presence, and image. The comprehensive system addresses all aspects of the client’s inner and outer persona, so the brilliance on the inside radiates on the outside, too.

With almost 20 years in the fashion industry, and as a recipient of four national awards, Arlene understands the powerful connection between how you look and your success. Her proven system helps men and women look like a leader, so they are paid like a leader. Arlene lives in Atlanta with her husband Randy and has a grown son.

When she is not working with a client, you’ll find her in her garden, painting with watercolors, or traveling the world. Her goal of visiting every state and continent is almost a reality! You’ll also find her as the ImageUp System on all social media.

LinkedIn

Questions and Topics in the Interview:

  • Why did you start ImageUp?
  • What is your background in fashion?
  • What is the difference between fashion and style?
  • Many people want to lose weight before they buy new clothes. Does that make sense?
  • Can you look professional and be comfortable at the same time?
  • Isn’t it expensive to buy a new wardrobe?
  • How does your appearance impact your income?
  • Can the way you dress impact other areas of your life?

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, Arlene Stearns, fashion, image, ImageUp System, North Fulton Business Radio, professional image, renasant bank, style, wardrobe

John Winstanley, Fort Safety

October 12, 2022 by John Ray

Fort Safety
North Fulton Business Radio
John Winstanley, Fort Safety
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Fort Safety

John Winstanley, Fort Safety (North Fulton Business Radio, Episode 549)

Inspired by personal experience, John Winstanley, Founder and CEO of Fort Safety, founded a nonprofit to assist families with internet safety for their children. He spoke with North Fulton Business Radio host John Ray about the three C’s of internet safety, his passion for this work, the kinds of problems present online, how the Fort Safety system works, partnering with groups and brands, and much more.

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

Fort Safety

Fort Safety provides families and communities with practical instruction and preventative measures to address the daily challenges of internet safety, online harassment, and technology-born addictions.

Fort Safety shines the light of awareness and hope on to what we do, see, and feel while online.

Fort Safety strives to provide every parent and caregiver in America the knowledge and power to protect their kids from online threats.

Company website | LinkedIn | Facebook

John Winstanley, Founder and CEO, Fort Safety

John Winstanley, Founder and CEO, Fort Safety

Inspired by the courageous life of his daughter Laura Gwen and motivated by the frustration of seeing children of all ages fall victim to online toxicity, John Winstanley founded FortSafety in 2013, in Monroe, Georgia. With the support of his wife and family, John left his career as an engineer behind to start a nonprofit focused on protecting kids and strengthening families.

Featured in multiple publications, podcasts, radio, and TV shows and awarded commendations for their outstanding public service, John and the Fort safety aims to make internet use safe for children and empower their families to make healthy decisions for their internet use. John’s unique style of presentation uses stories of his own struggles with depression, self-esteem, and a technology-born addiction to teach his audiences how to create an internet safety plan, protect and empower kids to deal with bullying, or care for a child that has been exposed to harmful content by accident, for example.

LinkedIn

Questions and Topics in the Interview:

  • How did Fort Safety get started?
  • Where are you from?
  • Should parents throw their internet devices in the trash…why not?
  • What are the 3 c’s of internet safety?
  • What is your mission, your guiding light?
  • What do you want parents/educators to know about internet safety and their kids?
  • How can parents, schools, churches, or businesses get involved with FortSafety?

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, Fort Safety, internet safety, John Winstanley, North Fulton Business Radio, online safety, renasant bank

LIVE from the 2022 Roswell Rotary Golf and Tennis Tournament: Michele Johnson, Ameris Bank

October 6, 2022 by John Ray

Michele Johnson
North Fulton Business Radio
LIVE from the 2022 Roswell Rotary Golf and Tennis Tournament: Michele Johnson, Ameris Bank
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Michele Johnson

LIVE from the 2022 Roswell Rotary Golf and Tennis Tournament: Michele Johnson, Ameris Bank (North Fulton Business Radio, Episode 537)

Michele Johnson is a fourteen-year Roswell Rotary volunteer, as well as banker with Ameris Bank, a Round Robin Sponsor at the Hagan Cup Classic Tennis Tournament. Michele and North Fulton Business Radio host John Ray chatted about the work Rotary can do because of the proceeds from the Golf and Tennis Tournament. She shared what being a Rotary volunteer means to her, other events Roswell Rotary has throughout the year, and more.

This show was originally broadcast live from the 2022 Roswell Rotary Golf and Tennis Tournament at Brookfield Country Club in Roswell, Georgia, on September 12th, 2022.

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

Michele Johnson, Vice President and Branch Manager, Ameris Bank

Michele Johnson, Vice President and Branch Manager, Ameris Bank

At Ameris Bank, their bankers are empowered at the local level to make decisions, so you don’t have to jump through hurdles or endure endless red tape. This empowerment, combined with their strength, means that they can get things done right.

In person, on the phone, or on a screen, they provide seamless — and personalized — interactions so you can choose how, when and where you interact with Ameris.

From corporate banking to personal finances, they treat every deal and every account like it’s the most important. At Ameris Bank, you’re a priority, not a number.

Michele can be reached by email.

Website | LinkedIn | Facebook | Instagram | Twitter | Michele Johnson LinkedIn

Questions and Topics in the Interview:

  • About Ameris Bank
  • About the Hagan Cup Classic Tennis Tournament
  • Roswell Rotary’s impact on the community
  • Reasons to join Roswell Rotary

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: Ameris Bank, Brookfield Country Club, Hagan Cup Classic Tennis Tournament, Michele Johnson, North Fulton Business Radio, renasant bank, Roswell Rotary

Amber Muhammad and Deidre White, Netchex

October 4, 2022 by John Ray

Netchex
North Fulton Business Radio
Amber Muhammad and Deidre White, Netchex
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Netchex

Amber Muhammad and Deidre White, Netchex (North Fulton Business Radio, Episode 535)

Amber Muhammad and Deidre White of Netchex joined host John Ray on North Fulton Business Radio to discuss how they help businesses solve their payroll and HR administration needs. Amber and Deidre shared the history of Netchex, what differentiates their company from other payroll providers, the educational opportunities they offer, including Netconnect 2022, and more.

To register for Netconnect 2022, mentioned in this show, follow this link.

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

Amber Muhammad, Regional Sales Manager and Deidre White, Account Executive, Netchex

Amber Muhammad is a Regional Sales Manager in the Southeast and Deidre White is Account Executive in Atlanta with Netchex.

Netconnect 2022 is October 6th, 2022, and includes a jam-packed itinerary of HR best practices, information security, and HR leadership training. Advance your professional education with HR-focused sessions led by a diverse lineup of industry experts.

Earn five SHRM CE credits by attending Netconnect, and win great prizes just for engaging!

Netchex invites you to take a road trip with them—without using your vacation days because Netconnect is 100% virtual and FREE!

Netchex is a cloud-based payroll and HCM (Human Capital Management) system designed to help businesses of all sizes manage the entire employee lifecycle—from recruitment to retirement. Founded in 2003, Netchex payroll software has become one of the industry’s fastest-growing payroll and HR service providers.

Netchex gives users the flexibility to manage the employee lifecycle anytime, anywhere, via any internet-enabled device, including mobile devices. With a dedicated employee self-service portal, Netchex empowers employees to access real-time information, including:

  • Payroll
  • Time
  • Benefits
  • HR
  • PTO requests
  • Pay stubs
  • Withholdings
  • Tax documents

Company website | Netconnect 2022 | LinkedIn | Facebook | Twitter | Amber Mohammed LinkedIn | Deidre White LinkedIn

Questions and Topics in this Interview:

  • Who is Netchex?
  • What does Netchex do?
  • How long has Netchex been in business?
  • What is your role at Netchex?
  • Who is your ideal customer?
  • How do you help small to mid-size businesses?
  • Do you specialize in any industries?

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: 1099, A&S Culinary Concepts, Amber Muhammad, Benefits, Deidre White, hr administration, HR Solutions, Netchex, NetConnect, North Fulton Business Radio, payroll administration, renasant bank, Tax and withholdings

LIVE from the 2022 Roswell Rotary Golf and Tennis Tournament: Robert Fezza, Odyssey Personal Financial Advisors

October 4, 2022 by John Ray

Odyssey
North Fulton Business Radio
LIVE from the 2022 Roswell Rotary Golf and Tennis Tournament: Robert Fezza, Odyssey Personal Financial Advisors
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Odyssey

LIVE from the 2022 Roswell Rotary Golf and Tennis Tournament: Robert Fezza, Odyssey Personal Financial Advisors (North Fulton Business Radio, Episode 533)

Robert Fezza, CFP, Owner of Odyssey Personal Financial Advisors, sat down with host John Ray to talk about the tremendous charitable work that Roswell Rotary is able to do because of the proceeds from the Golf and Tennis Tournament. Robert discussed his work on Rotary’s charity committee, Odyssey’s sponsorship, the community organizations that Roswell Rotary gives time and money to, the advantages to joining Rotary, and more.

This show was originally broadcast live from the 2022 Roswell Rotary Golf and Tennis Tournament at Brookfield Country Club in Roswell, Georgia, on September 12th, 2022.

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

Odyssey Personal Financial Advisors

Odyssey Personal Financial Advisors works with individuals and families who are seeking customized advice to help them reach their financial goals. An “odyssey” is a long series of wanderings or adventures that includes both challenges and triumphs – they want to be with you through all of them.

Odyssey was founded on the principle of “doing things differently” than what you’ve heard about or experienced with other financial advisors. They are committed to providing personalized, unbiased, ethically-based, and well-researched advice, bringing simplicity to complex financial situations and serenity to our clients.

Their team loves working with people who are serious about their financial futures. If you’re ready to create a personal plan tailored to your long-term goals, they’d love to meet you.

Company website | LinkedIn | Facebook

Robert Fezza, CFP, Owner and Partner, Odyssey Personal Financial Advisors

Robert Fezza, CFP, Owner and Partner, Odyssey Personal Financial Advisors

Robert has been with the firm since 1999. A native New Yorker, Robert and his wife Teri live in Roswell with their two teenage children, Matthew and Megan. Robert is a member of the Financial Planning Association, St. Peter Chanel Knights of Columbus, and the Rotary Club of Roswell. Although he has lived in the Atlanta area for over 20 years, following the New York Jets and Mets is still a favorite pastime.

When not in the office, Robert enjoys golf, working out at Crossfit North Fulton, and watching his kids play sports and dance. He also serves a mentor with Stand Up for Kids Atlanta. He considers it a blessing to have close family members living nearby with his parents having chosen Roswell as their retirement home.

Robert believes one of the best parts of his chosen profession is the trusting personal relationships he develops with his clients by working with them for many years. Robert graduated from Hofstra University in 1992, completed the Oglethorpe University Financial Planning program in 1999 and has served his clients as a CERTIFIED FINANCIAL PLANNER™ professional since 2002. He is a Registered Representative with Cetera Financial Specialists LLC and an Investment Adviser Representative with Cetera Investment Advisers LLC.

LinkedIn

Questions and Topics in the Interview:

  • About Odyssey
  • His membership and sponsorship of the Golf and Tennis Tournament
  • Organizations that benefit from the proceeds
  • Reasons to join Roswell Rotary

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: Brookfield Country Club, North Fulton Business Radio, Odyssey Personal Financial Advisors, renasant bank, Robert Fezza, Roswell Rotary

Sean Taylor, Smith + Howard

October 4, 2022 by John Ray

North Fulton Business Radio
North Fulton Business Radio
Sean Taylor, Smith + Howard
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Sean Taylor

Sean Taylor, Smith + Howard (North Fulton Business Radio, Episode 532)

On this episode of North Fulton Business Radio, Sean Taylor, Managing Partner of Smith + Howard, joined host John Ray to discuss his award-winning firm’s growth and culture. Sean discussed the firm’s recognition as “Best of the Best” by Inside Public Accounting, how the firm’s culture contributes to employee retention and talent acquisition, expansion beyond traditional accounting services, and much more.

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

Smith + Howard

While many advisors say clients are their priority, Smith and Howard lives and breathes a promise of personal, responsive client service.

They hire smart, engaging professionals who find motivation and satisfaction in learning about their clients’ businesses, challenges, and goals. From that vantage point, they are positioned to provide key strategic advice and national-firm services that enable our clients to move their mission forward.

Service is such an important part of the Smith and Howard culture that if they are not serving clients, they’ll often be found serving in other ways. Many of them plant roots deep in their communities and find value and satisfaction in serving others where they live. When the needs expand beyond their neighborhoods, they can also be found on nonprofit boards or joining service projects that broaden their reach and impact.

Company website | LinkedIn | Facebook | Twitter

Sean Taylor, Managing Partner, Smith + Howard

Sean Taylor, Managing Partner, Smith + Howard

Sean drives the vision, innovation, and growth of the firm, and was named a Most Admired CEO by the Atlanta Business Chronicle in 2020 in recognition of his leadership.

Sean Taylor became managing partner of Smith and Howard in January 2019 after 25 years of leadership progression in the Assurance practice. He joined the firm as an intern and was ultimately named partner in charge of the Assurance practice in 2010, a role he held for nearly a decade.

A recognized and respected leader, Sean presents to many for-profit and nonprofit businesses, lenders, and other professional service providers. He has both served on and moderated numerous workshop and conference panels, as well as presented to local and national audiences on various topics.

Sean is an active participant and advocate at Smith and Howard for our mentoring program, personally mentoring many of our professional and administrative staff through career progression and advancement.

Sean is actively involved as a multi-year member of various committees at Dunwoody United Methodist Church (DUMC), including finance, staff parish relations, leadership roundtable, missions and evangelism. He also had led strategic planning initiatives as well as capital campaigns for the church. Additionally, Sean served seven years on the Council on Finance and Administration at the North Georgia Conference of the United Methodist Church, including time as the vice chair and chair.

Sean is currently a member of the Board of Trustees for Wesleyan School, serving actively on the finance and investment committees, and is also a member of the finance committee for the Community Foundation for Greater Atlanta.

In 2012, Sean co-founded FoodStock, an annual food packaging event in Dunwoody, Georgia, where over 1,000 community members pack 300,000 meals in one day for children in school feeding programs around the globe. This is the largest single-day food packaging event of its kind in Georgia and, to date, this event and other food packaging events in the Dunwoody community associated with FoodStock have packaged over 3.6 million meals.

Additionally, Sean serves as a mentor to 13 young men through a group he founded called Fit 4 Life, discussing various aspects of faith and life for these 13 young men.

Sean graduated from the University of Georgia with a Bachelor of Business Administration in Accounting.

Affiliations: American Institute of Certified Public Accountants Georgia Society of Certified Public Accountants (Leadership Academy Inaugural Member) Wesleyan School (Board of Trustees) Dunwoody United Methodist Church Awards Georgia Society of Certified Public Accountants’ Public Service Award (2020) Atlanta Business Chronicle Most Admired CEOs (2020).

LinkedIn

Questions and Topics in this Interview:

  • Inside Public Accounting “Best of the Best”
  • New Areas in which the firm is growing
  • #1 issue CPA profession is facing
  • Let’s talk about where you are innovating
  • What are you most excited about at Smith + Howard
  • How do you live your values
  • What is the culture like at Smith + Howard
  • Where do you see the firm 5 years from now

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

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, Accounting, CPa, Culture, employee retention, Inside Public Accounting Best of the Best, North Fulton Business Radio, renasant bank, Sean Taylor, Smith & Howard, talent acquisition

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