Valenta: The Insider Series

We are delighted to hear about our client's journey with Valenta! 'The insider – 'Scaling a Real Estate Business Using a Virtual Team.'  Valenta welcomes clients' feedback to ensure constant improvement, further innovation, that we are surpassing industry standards, and providing the utmost in client satisfaction.  Howard Barouxis speaks with GDF Properties to discuss their journey with Valenta, the ways Valenta's services have benefited them, challenges they have overcome in their business, successes they accomplished and the collaboration to build a healthy relationship. During the interview, Juan shared that it was perfect timing when GDF Properties met Valenta. The company was brainstorming options for operational restructuring, process transformation, modernization, and staff augmentation. At that time, they found Valenta to be unique compared to other options, as it provided the best value proposition for the company. Valenta works closely and within the same time zone as our clients with a resourceful team on the ground, which clients appreciate. We take care of our client's comfort and give them a local touch. The core area where Valenta benefits GDF Properties was staff augmentation for accounts and finance functions. Our well-equipped, technically expert, and experienced staff helped them with bookkeeping tasks, overseeing accounting activities, and leading the accounts department, which helped in the productive use of their budget. Valenta proved to be an incredible partner for our clients by taking over complete operational activities and helping clients to think more strategically, focus on core business areas to execute process efficiently, and improve productivity by implementing technologies, digital transformation, and process consulting. Valenta's relationship with GDF Properties began a year ago, and we are successfully continuing to grow with them.  Valenta is always there for you and invested in your success!  ========================================================== For more information please visit our website - https://valenta.io/==========================================================  Subscribe to our channel to get video updates. Hit the subscribe button above:  https://bit.ly/3s4Ib4W ==========================================================  Twitter: https://twitter.com/Valenta_ioFacebook: https://www.facebook.com/Valenta.ioInstagram: https://www.instagram.com/valenta.io/LinkedIn: https://www.linkedin.com/company/valenta/

Kishore Siva, Valenta Managing Director sits down with Charlie Dawson, Author of "Customer Copernicus" and Founder of the Foundation Consultancy to talk about his new book, and how the Foundation Consultancy helps organizations become more customer-led.https://www.the-foundation.com/Get the book! Amazon.com: The Customer Copernicus: 9780367564636: Dawson, Charlie, Meehan, Seán: BooksFor more information visit https://valenta.io/ ==========================================================  Twitter: https://twitter.com/Valenta_ioFacebook: https://www.facebook.com/Valenta.ioInstagram: https://www.instagram.com/valenta.io/LinkedIn: https://www.linkedin.com/company/9363642/

Gary Gardner, President of Life & Wealth Advisors has 47 years of business experience supporting clients during their biggest life transitions. During this Insider, Gary will share insights, industry trends, and his journey with Valenta through a Q&A session with Managing Director, Richard Nohe.  Some topics they cover include:✅ What were the motivations for moving offshore? ✅ What has worked well with the offshore team?✅ Any best practices in managing an outsourced team?✅ Any entrepreneurial wisdom you can share about running your own business?========================================================== For more information please visit our website - https://valenta.io/==========================================================  Subscribe to our channel to get video updates. Hit the subscribe button above:  https://bit.ly/3s4Ib4W ==========================================================  Twitter: https://twitter.com/Valenta_ioFacebook: https://www.facebook.com/Valenta.ioInstagram: https://www.instagram.com/valenta.io/LinkedIn: https://www.linkedin.com/company/9363642/

How many hours a day do you or other individuals of your organization spend preparing Excel spreadsheets? What if you didn't have to spend any time preparing those spreadsheets? Imagine if the reports that take hours to build are refreshed and ready to be analyzed when starting up your computer first thing in the morning.Cole Solomon of Rural Route 1 and Nate Morris, Managing Partner at Valenta will discuss a prime use case of how one SQL script saves Rural Route 1 hours a day from Excel data prep. Additionally, Nate will discuss how to leverage the Extract, Load & Transform (ETL) process to develop analytic reports and dashboards.========================================================== For more information please visit our website - https://valenta.io/==========================================================  Subscribe to our channel to get video updates. Hit the subscribe button above:  https://bit.ly/3s4Ib4W ==========================================================  Twitter: https://twitter.com/Valenta_ioFacebook: https://www.facebook.com/Valenta.ioInstagram: https://www.instagram.com/valenta.io/LinkedIn: https://www.linkedin.com/company/9363642/

 Host: Manoj Srivastava, Managing Partner, ValentaGuest Speaker : Kishen Kavikondala, Venture Partner, Dallas Venture CapitalTo remain competitive in the global marketplace, the manufacturing companies must drive efficiencies by streamlining their operations, reducing supply chain cost and improving quality.  A candid conversation between Kishen Kavikondala of Dallas Venture Capital and Manoj Srivastava of Valenta on how the technologies of Artificial Intelligence and Machine Learning are enabling the manufacturing industry on the factory floor as well as in the front office to remain competitive.For more information please visit our website: www.valenta.aiTwitter: https://twitter.com/Valenta_ioFacebook: https://www.facebook.com/Valenta.ioInstagram: https://www.instagram.com/valenta.io/LinkedIn: https://www.linkedin.com/company/9363...

Vivek Singh, Co-Founder of Hopstack will speak with Jake Day and Howard Barouxis of Valenta on how businesses can transform their warehouse to keep up with the growth of e-commerce. Attend this meeting to learn:✅     How warehouses have dealt with the immense pressure of keeping up with the explosion in e-commerce ✅     Changing consumer expectations around order accuracy and delivery speed✅     Changes in fulfillment processes warehouses have had to adopt✅      Robotic automation to improve productivity and reduce errors ✅        How to best use labor's time to maximize output in terms of picking, packing, sorting, etc.For more information please visit our website          https://us.valenta.io/Twitter: https://twitter.com/Valenta_ioFacebook: https://www.facebook.com/Valenta.ioInstagram: https://www.instagram.com/valenta.io/LinkedIn: https://www.linkedin.com/company/9363... 

Speaker: Jake Day, Valenta Managing PartnerWhat level of process maturity does your organization operate at? Are your processes documented? Are you measuring and managing process performance? Do you have a framework to continuously improve your processes and ensure they stay "Best In Class?"  In this webinar, we will define Business Process Management as it applies to small and midsize organizations and provide straightforward guidelines to assess at what level of maturity your processes operate. We will then introduce a simple approach for taking your business processes from any level of maturity to the highest level of maturity using a framework called The Business Process Maturity Accelerator. In addition, you'll learn how the Business Process Maturity Accelerator can put your organization on a hyper-innovation journey with minimal disruption to your operation.For more information please visit our website          https://us.valenta.io/Twitter: https://twitter.com/Valenta_ioFacebook: https://www.facebook.com/Valenta.ioInstagram: https://www.instagram.com/valenta.io/LinkedIn: https://www.linkedin.com/company/9363... 

Join host Mike Taylor as he speaks with Ganesh Gandhieswaran, CEO and Co-founder of ConverSight.ai on AI assistant Athena and how it helps businesses strike the perfect balance between forecasting and meeting customer demand by maintaining the right amount of inventory, at the right place and time, without incurring shortages or wasting capital.  What do you learn? ✅   Benefits of transforming your relationship with data through data stories                 told by AI assistants✅   Case studies of successful supply chain deployments✅   Best practices for successful use of conversational AI in supply chain           managementGanesh has led award-winning Enterprise Information and Analytics teams for 18+ years. He has played various roles in Solution Architecture, Business Development, Customer Relationship, Delivery, and Operations management. Prior to founding ConverSight.ai, Ganesh was the Senior Director of Analytics and Information Management for Cognizant Technology Solutions, a leading global systems integrator in the IT services space.For more information please visit our website          https://us.valenta.io/Twitter: https://twitter.com/Valenta_ioFacebook: https://www.facebook.com/Valenta.ioInstagram: https://www.instagram.com/valenta.io/LinkedIn: https://www.linkedin.com/company/9363...

Kishore Siva, Valenta Managing Director, speaks with Chris Andrassy and Alfsonso Albuquerque, Co-Founders of Astral Consulting Group, about why Data and Analytics are critical for Business Owners to Consider.Christopher brings his passions for technology, engineering, and creative design to develop flexible solutions for clients. Alfonso leverages his unique technical skillset and passion for enabling technology education to build impactful solutions for clients.

Ted Stone, Managing Partner at TechCXO, will help lift the curtain on what fractional executives do, how they work with business owners, and when the right time to consider one is. Operating a business competitively requires having the right people in the right positions at all times. However, finding the right people to blend within the culture in today's market is exceedingly difficult.For years, many organizations used and still use part-time labor in sales, marketing, and administration. However, senior leaders can be found part-time too.Until relatively recently, the terms ‘part-time,' ‘outsourcing,' and ‘fractional' were almost unheard of when applied to executive roles. However, an impressive cross-section of companies — from bootstrapped startups to Fortune 500 businesses — are pivoting to part-time leaders. The arrangement is often optimal for both parties. Startups that don't have the resources can work with an experienced professional without all of the costs associated with a full time executive.The business can fill the talent gap in the organization by having an experienced C-Level executive on the team. Whether it's a CIO to help drive technology or a CFO to manage the finances, the business can employ a highly skilled individual to help push the business to the next level.Host: Kishore SivaGuest: Ted Stone

If ever there was a time for an organization to truly commit to digital transformation, this is it. Financial Planners face new challenges in the way they manage workflow, communicate with co-workers and clients.Digital transformation within financial sector first started with the digitizing of monthly statements to go paperless. Since then, leaders in finance have taken notice and have moved quickly to propel their businesses toward digital transformation, placing a large emphasis on speed, intuitive supplier, cost reduction, and ease of use.As digital practices have matured, it has become increasingly clear that many organizations' legacy back-office systems and processes are not currently able to deliver a scalable level of service excellence.As many companies get used to the new normal, it is more important than ever to make sure your finance organization is recession-proof. The pace of digital transformation has rapidly accelerated under the new normal, and it is evidently clear that the key to business resiliency begins with Digital Intelligence.In this session, our expert speakers will address the following:✅ The increasing importance of digital transformation in finance✅ The new normal for finance organizations✅ The benefits of Digital Intelligence✅ Best practices to achieve digital transformation within the finance sector, and much more!Host: Richard Nohe, Managing Director at ValentaGuest Speakers: Shyam Ganesh, Certified Financial Planner & Managing Partner at ValentaBill Savellis, Financial Advisor & Managing Partner at Valenta 

 With increasing disruptions to supply chains, heightened customer expectations and demand, and trouble securing workforce capacity, leaders intuitively know they need to embrace automation and digitally transform their operations.  Many find this task overwhelming, not knowing where to start or what ROI to expect.  RPA/AI automation need not be scary and does not require massive investment of time or resources.  Implementing your first digital worker can be very straightforward and extremely cost-effective, delivering measurable, sustainable results within a few months. Guest Speaker: Michael Taylor, Managing Partner at ValentaAs Managing Partner at Valenta, Michael brings over 22 years of expertise providing strategic, financial, and operational leadership–including an extensive background in Financial Analysis, International Business and Competitive Intelligence for organizations like Amazon and PWC.  More recently, Michael served as Director of Operations at the leading global ecommerce company, having launched and led multiple warehousing and distribution centers across the United States.  Prior to Amazon, Michael was an Operations Executive in oil and gas, scaling a global aftermarket services and product distribution business in various geo-markets all over the world. Michael is instrumental in streamlining identified sector activities, introducing process improvements, and enhancing efficiency at all levelsPrior to partnering with Valenta, Michael worked as a consultant with one of the Big 4 and spent more than eight years on active duty as an officer in the U.S. Army.  He has an MBA in Global Business and earned his bachelor's degree from the United States Military Academy at West Point.Schedule a Meeting with Michael

 Join Valenta Insider Series host Kishore Siva as he welcomes Michael Reeder, CPA (Managing Partner at Swartz & Reeder Advisors) for a session on Year-End Tax Planning for Business Owners.As we approach the end of the year, business and franchise owners have a number of ways in which they can manage their tax planning. For newer owners, there are a variety of options they can consider, which are different from being a W2 employee. Key learnings will include:How to stay organized for tax seasonPreparation tips & tacticsUtilizing the right support & programs Host: Kishore Siva, Managing Director at ValentaGuest Speaker: Michael Reeder,  CPA and Managing Partner at Swartz & Reeder Advisor 

Digital disruption is happening all over the life insurance industry. Are you leveraging this to your benefit?Learn how the most forward-thinking insurance advisors are leveraging technology, automation, and delegation to grow their revenue.✅ Learn several lessons from digitizing insurance practices during the COVID-19 era – shared by Finaeo✅ Discover how this digitization is enabling delegation of the mundane so advisors can focus on relationship growth – shared by Valenta ✅ Uncover how implementing automation can elevate your advisory practice into a more valuable, highly saleable business – shared by Valenta Host:  Kyle Langstaff,  Business Development Director at Finaeo Inc. Guest:Shyam Ganesh, Managing Partner of Valenta

 The ongoing COVID-19 pandemic has brought the immense pressure the healthcare system is under into sharp focus. Recent dynamics are compounded by the industry's efforts to adopt newer ways of working and digitizing patient records while implementing automation throughout their business processes to increase overall efficiency and productivity.This session is going to cover three key areas:✅ Everyday pain points of medical practices, Lessons from COVID-19✅ The automation solutions and technological implementation✅ Adoption and impact  Host: Alan Peck, Managing Director USA of Valenta Guest:Shan Mukundan, Managing Partner of Valenta

 There have been a lot of shifts happening as a result of the pandemic: people have new shopping behaviours, they're discovering products differently, engaging with retailers and businesses in new places, on new channels, and in new ways that are requiring brands and organizations to evolve their thinking around talking to their clients. Don't miss the opportunity! Excel your business online across Digital Marketing Channels - SEO, SEM, SMO, SMM to reach wider target audience and maximize the Conversion Rates!This session is going to cover three key areas:✅ Social Media Platforms, Tactics & Trends✅ Digital Marketing Transformation✅ Crisis Communications, Lessons from COVID-19 Host:  Kishore Siva, Managing Director at ValentaGuest Panelist: Paula McLean, Head of Marketing at Valenta 

 The most promising solutions for businesses are ones that leverage Conversational AI to drive performance and efficiency. AI-powered insights enable leaders to easily pinpoint what holds their companies back, so they can supercharge their teams — and everyone in the future. Join Valenta and Paul McGann from OneReach.ai where they will discuss how leaders and businesses of all sizes can leverage Conversational AI to accelerate growth and exceed revenue targets.Specifically, you will learn:✅ The current state of Conversational AI✅ Obstacles stopping companies from having a 100% conversational platform✅ How companies are utilizing Conversational AI and their success✅ Tips to build a great Conversational AI experience  Host:  Howard Barouxis, Managing Director of Valenta Guest: Paul McGann,  International SVP at OneReach.ai 

 Find out from industry leaders how to FRANCHISE STRONG in this brave new business world. Panelists include Alesia Visconti, Chief Executive Officer & President of FranServe; Jayesh Kasim, Co-Founder of Valenta  and Alan Peck, Managing Director USA of Valenta.The panel discussion will include: ✅ Strategies and transformations that businesses will need to implement to emerge as a winner in a post COVID-19 world ✅ Overview of recent financing opportunities available to franchise candidates ✅ How current conditions have affected the franchise industry ✅ Advantages of starting a franchise today vs. an individual enterprise 

 CONSULTING CASE STUDY - Cybersecurity Firm​ Hosted by Kishore Siva and Presented by Gautam Samtani & Aiswarya Ravindran, Business Consultant, Model Business & System Migration.Gautam Samtani, is part of the Process Consulting Vertical of Valenta. He brings with himself prior advisory experience with one of the BIG 4 Audit firms.He is a Certified Internal Auditor and has over 15 years of experience in Management & Process Consulting.  He believes the world is changing as we speak & organizations that adopt Strategic Agility and Operational Robustness tend to have a competitive edge. Process Consultants work on-site with the Management to diagnose pain points and improve the organization's effectiveness by streamlining operations, removing bottlenecks, reducing errors & addressing redundancy.Aishwarya Ravindran, is a part of the Process Consulting Team at Valenta. She believes that consulting is providing an optimal mix of people, process and technology solutions to each client, and that ideal combination differs for every organization of varying scales and industry types. Focusing on digital transformation, process streamlining, and capacity building in various forms will build an effective operating framework which will accelerate business performance and increase stakeholder value. 

 Join us as our panelists dive into what makes a B2B franchise unique; and learn more about the current growth markets in 2021. Where do the opportunities lie?Host: Alan Peck, Managing Director USAGuest Panelists:Jayesh Kasim, Co-Founder of Valenta Daniel Claps, Co-Founder of Career Transition LeadsKey Learnings: ✅ The growth markets in B2B in 2021 ✅  The pre-cursors for success as a franchise owner ✅  How to leverage a partnership ✅  B2B versus B2C key differences 

Find out how to Secure Clients for Life with David Sanders, leading Business Coach. David will be unveiling his top tips on how to create brand advocates every day of the week. David Sanders has been a Vice President of Sales & Marketing over his career and brings a stellar history of sales leadership success from small VC-backed firms to some of the world's most successful companies, specifically in the enterprise software technology space.​David is passionate about leading sales teams, earning a reputation as a growth catalyst based on his success in leading strategic sales cadence and launching new brands.​As Vice President of Sales he oversees sales activity, assists our franchises in achieving revenue targets, designs new and more effective sales strategies, and works to market and promote company products and services. 

 Sales Outperformers know that people don't hear what you say – they hear how you say it and how you make them feel. Their communication is simple, clear, passionate, value-rich and service-driven. No slimy sales tactics.This is not theory – it is the science of sales influence and persuasion. It is going deep into our biological, ingrained buying behaviours and giving you the specific insights into HOW to make more sales.After hearing this presentation, you'll have a clear-cut understanding of WHY people buy from you (or why not) and be equipped with the strategies to make as many sales as possible. Chris Colbert is dedicated to supporting entrepreneurs and organizations with a passion for growth achieve their potential.   

 4 Reasons People Don't Buy - Hosted by Paula McLean (Head of Marketing at Valenta) and presented by Chris Colbert (CEO of Greenlight).Chris Colbert has spent 25 years as a sales and marketing specialist, successfully growing business as an executive in some extremely competitive industries, as well as growing several of his own businesses.Chris developed a unique style based on his ongoing practice as a salesperson and business developer.  Harnessing our knowledge of human and buyer behaviour Chris provides skills and strategies that will stay with you for life.  Skills that crossover from sales into the negotiation, client management, marketing, and general business management, are provided in a format that has a proven track record for retention and implementation.  Host:   Paula McLean, Head of Marketing at Valenta Guest: Chris Colbet, CEO of Greenlight

SmartSheet® is a dynamic workspace that empowers teams to manage projects, automate workflows, and rapidly build new solutions—using no-code tools they love, and backed by the security IT needs. Learn your work style and do more fruitful work!Working remotely with a team can be challenging: it can be hard to pull together all the different work styles into a productive and efficient whole. It helps to understand all the ways that people work and how their style might complement your own.  In this expert session, we'll be bringing you expert advice on productivity, efficiency and collaboration.  Host:  Paula McLean, Head of Marketing at ValentaGuest Panelist:Michelle O'Shanassy,  APAC Channel Leader at SmartSheet® 

Automate, Educate, or Offshore?This is the question. And in our experience, a combination of all 3 is often the best solution. Join our guest speakers Chetan Kasim (CEO of Valenta) and Rajitha Rupani (Chief Growth Officer of Valenta Growth Labs) as we delve into the best options for your business. Selecting The Right Partner Is Crucial To Unlocking Massive Value​“Make sure that you find a company who  shares the same goals with you. It's difficult  because many companies are saying  they  have it built. Then, when you actually have a  conversation, they're really looking for a  partner to build this with.”​ 

 Find out how process optimization transformed business processes for a medical business. Achieve ultimate benefits including dramatic cost reductions, reduced workload, and an improved patient experience. Join our team as they explore: ✅ Process mapping for success for all businesses ✅ Core outcomes achieved and benefit realizationHost: Kishore Siva, Managing Director USA, Valenta Guest Speakers: Gautam Samtani & Aishwarya Ravindran, Process Consultants, Valenta  

 Join Valenta and Michael Meilinger from Meilinger Consulting, P.C. as we discuss not only how nearshoring and offshoring can elevate growth and productivity at your firm, but also when it's time to invest in such opportunities to benefit your business model.Mike Meilinger is the leader and visionary of Meilinger. He's worked in public accounting since 1995. He has earned over 10 professional designations, and his claim to fame is that he's never failed a professional exam. Mike's passion is people. His "why" is he believes that every business owner should have a spiritual vision, and that vision should be how they impact the lives of the people they serve. Mike's vision is to dramatically impact the lives of his customers, his employees, and his vendors.Key learnings will include: ✅ Understanding of nearshoring and offshoring and how they can help to scale CPA firms ✅ Benefits of nearshoring and offshoring that fits within your business model ✅ The best time to invest and hire bookkeeping and accounting services ✅ Resources to grow, and strategies to grow your businessHost: Richard Nohe, Managing Director USA of Valenta Guests:Michael Meilinger, Owner of Meilinger Consulting, P.C. 

 Join Valenta and Charles N. Internicola, Esq. from The Internicola Law Firm as we discuss not only the best practices and legal considerations for franchise development, but how to accelerate your growth strategy for the future. For over 25 years, Charles and his team have served as trusted legal counsel to over 150 franchise brands and provide each brand with dedicated services that combine legal representation with industry leading franchise development and growth know-how.Key learnings will include:✅ Understanding of legal development services to grow your franchise the right way✅ Guide to franchising your business✅ Learning how to build a thriving franchise system✅ Resources to grow, and strategies to win at franchisingHost: Alan Peck, Managing Director USA of Valenta Guests:Charles N. Internicola, Esq., Founder of The Internicola Law Firm, P.C 

 Join Valenta and Sabrina Wall from Franchise Brokers Association as we discuss not only how to secure a winning franchise, but how to build the foundation blocks for success. Sabrina offers extensive experience across various franchises, having owned more than 20 herself. She provides thought-provoking insights for all franchise prospects and owners alike.Key learnings will include: ✅ Understanding how to avoid the bad end of a franchise sale ✅ Starting a franchise without FEAR ✅ Learning franchise sales tricks ✅ A window into the mind of a SUCCESSFUL franchise ownerHost: Alan Peck, Managing Director USA of Valenta Guests:Sabrina Wall, CEO of Franchise Brokers Association