Podcasts about Business administration

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Process of managing a business or a non-profit organization

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Best podcasts about Business administration

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Latest podcast episodes about Business administration

Experience of the Soul
Gratitude with Elizabeth Duncan-Hawker | The Magnetic Voice #30

Experience of the Soul

Play Episode Listen Later Nov 27, 2021 32:06


Elizabeth Duncan-Hawker had to master the art of making and keeping friends at an early age. Today, her magnetism pulls acquaintances closer and puts strangers at ease. She loves to engage all types of people in conversation. Her bestseller book Collecting True Friends was divinely inspired to share proven methods so others can create and develop quality relationships.In 2015, she founded the Red Hawk Strategic Solutions consulting company. Then in response to her client's needs, Elizabeth created a life-changing interrelationship development program entitled Growth Networking. Today, businesses, sales teams, entrepreneurs, universities, and Boards, hire Elizabeth to learn these unique relationship growth strategies. She is a co-founder of the successful women's series group, the Women's Forum of Coastal Virginia, which grew to over 500 members in just three years. Elizabeth's networking talents bring people together, and she has been given the title "The Connector." http://womensforumnetwork.com/about. She holds a Bachelor's degree from Old Dominion University in Political science and a Master's degree in Business Administration from Strayer University. Additionally, Elizabeth was certified in the Psychology of Leadership from Cornell University in 2020. LinksCollecting True Friends by Elizabeth Duncan-Hawkerhttps://www.amazon.com/Collecting-True-Friends-Magnet-Devotion/dp/0578992655/ Connect with Elizabeth!https://linktr.ee/theRedHawkGet Your Complimentary Connection Callhttps://www.themagneticvoice.com/appointmentsLessons at The Magnetic Voicehttp://www.themagneticvoice.com•This channel is made possible because of listeners just like you. If you would like to support the channel with your tax-deductible contribution on an ongoing basis or through a one-time gift, head over to ExperienceOfTheSoul.com.And if you enjoy this podcast, you can help spread the word by leaving a 5-star review on Apple Podcasts, Google Play, Stitcher, or the platform of your choice.The Magnetic Voice is copyright 2021, Monique McDonald. All Rights Reserved. Our theme music is composed by Dave Kropf and used with permission.The Experience of the Soul Podcast Channel is a production of 818 Studios.

Mommy Dentists in Business
170: Interview with co-founders of SheDesigns Dental Studio, Vicki Thomas & Carolyn Capps

Mommy Dentists in Business

Play Episode Listen Later Nov 26, 2021 27:04


Vicki Thomas is a co-founder, owner and the president of She Designs Dental Studio. She has 27 Years of Dental Laboratory Experience and is currently pursuing her AACD certification and her CDT certification in Ceramics. Carolynn Capps is co-founder, owner and ceo of She Designs Dental Studio. She has 28 Years of dental laboratory experience. She is a Certified Dental Technician (CDT) in Ceramics and has a Master's of Business Administration. The two proudly boast over 25 years of dental laboratory ownership.

Money Talk With Tiff
Small Business Banking with Derek Ellington

Money Talk With Tiff

Play Episode Listen Later Nov 25, 2021 16:35


Derek sits down with Tiffany to talk all things small business banking! Derek dives into how to direct your money as a small business owner and how to move forward with a growing business model.  About Our Guest Derek Ellington is head of Small Business Banking for Wells Fargo and is responsible for leading and accelerating the growth and focus on the company's small business clients, which have up to $10 million in revenue. Derek was previously with Bank of America, where his 24-year career spanned leadership roles in retail banking, commercial banking, credit, and small business banking. Most recently, Derek was Business Banking executive for the Atlantic South Region and served as National Business Banking Digital executive and National Business Banking Environment, Social Governance (ESG) executive. Derek also served as president of the North Carolina Triad region, where he led associates across all lines of business, including Consumer, Wealth Management, and Commercial Banking. He is a frequent speaker on small business topics and received the Bank of America Global Diversity and Inclusion Award in 2017. Derek has been consistently active in the community. He has served on the boards of East Greensboro Now, The Greensboro Chamber of Commerce, Guilford Merchants Association and the Board of Visitors of NC A&T State University. Derek is a graduate of Troy University in Alabama with double majors in Computer Science and Business Administration. He later received a Master's Degree focused on International Business from Birmingham Southern College. Connect with Derek LinkedIn Twitter: @dereketriad   Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant

Game of Her Own
88. Reaching Your Highest Potential with Atlanta Braves' Executive Vice President and Chief People Capital Officer, Dr. DeRetta Rhodes (2020)

Game of Her Own

Play Episode Listen Later Nov 25, 2021 51:28


We are taking a little break to enjoy the holidays, but didn't want to leave you hanging! We are taking you back in time to episode 31 of the Game of Her Own podcast with Atlanta Braves' Executive, DeRetta Rhodes. Since the interview, DeRetta has had two new titles added to the already impressive list.  World Series Champion! And one year after joining the Braves, DeRetta was promoted to Executive Vice President and Chief People Capital Officer.   You don't want to miss my conversation with one of the women behind the World Series win. It is jam-packed with incredible insights. DeRetta gets candid and talks about her journey to becoming the extraordinary senior leader she is today.   Listen in as we talk about:  How she gives herself grace and handles mistakes How she handled working for a leader who didn't like her The value of being introspective & retreating for awhile  Why we should unpack barriers like self-doubt  How you should approach making sure you are paid the same as your male counterparts   Connect with Jahaan:  Learn more about working with Jahaan and see if it's the right fit for you: https://JahaanBlakeAppointmentScheduling.as.me/LetsTalk Join Jahaan's VIP Email List: https://bit.ly/3yccwAP  Instagram: https://www.instagram.com/jahaanblake/ Email: jblake@jahaanblake.com Website: https://jahaanblake.com/ LinkedIn: https://www.linkedin.com/in/jahaanblake/   Links: Deretta's TED Talk: From Survive to Thrive: Women of Color in Corporate Leadership www.youtube.com/watch?v=TPzhQP1u8gI Atlanta Braves: www.mlb.com/braves    Connect with DeRetta:  Twitter: twitter.com/drderetta  LinkedIn: www.linkedin.com/in/deretta-cole-rhodes-phd DeRetta Rhodes, Ph.D. joined the Atlanta Braves in 2019 as Senior Vice President of Human Resources, overseeing people capital initiatives for the orga­nization's Major League, Minor League and The Battery Atlanta operations. Prior to joining the Braves, Dr. Rhodes was the Executive Vice President/Chief Human Resources Officer of the YMCA of Metro Atlanta, Vice President of Human Resources at First Data, Vice President of Human Resources for Turner Broadcasting and held leadership positions at Ernst & Young, ADP, HomeGrocer.com and YUM Brand. Dr. Rhodes received her undergraduate degree from the University of Georgia, her Master's in Business Administration from Clark Atlanta University and her Ph.D. in adult education from the University of Georgia. She is a certified facilitator for the Benchmark 360 assessment by the Center for Creative Leadership, DISC coach and facilitator, qualified facilitator for the Myers-Briggs Type Indicator (MBTI) and HOGAN Assessment. She is currently a Board Director Member and Member Engagement Chair of Human Resource Leadership Forum (HRLF), Board Member of 21st Century Leaders, Advisory Member of HR Exchange Network and past President of the Alumni Board of Family Consumer Science College at the University of Georgia. Dr. Rhodes lives in Cumming, Georgia with her hus­band, Leon and has three sons: Cole, Austin and Jordan.

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
Carhartt CDIO John Hill on Creating Digital Capabilities to Improve Agility

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)

Play Episode Listen Later Nov 25, 2021 28:19


614: Carhartt's John Hill joins Peter High in a discussion on digital agility and the digital transformation of Carhartt. John provides an overview of Carhartt's business, his purview as Chief Digital and Information Officer, and the role of digital and sources of innovation at the company. He details what he sees as the keys to successful change management as a part of the digitization effort of the company and how data and analytics have impacted business outcomes. John also describes his field of study in his pursuit of a doctorate degree in Business Administration and the research he has done on organizational constructs and how they drive a firm's ability to create digital capabilities. Finally, he talks about the hindrances he faced during the digital transformation and looks ahead at the tech trends that could impact Carhartt's business.

Breakfast With Champions
Episode 394 with Kelsey Stark - What‘s New With Facebook

Breakfast With Champions

Play Episode Listen Later Nov 24, 2021 38:27


Thank you for joining us on Breakfast With Champions! Today we hear from Kelsey Stark, the Co-Founder of Stark Media Group, a full service digital marketing agency located in New York. She began her marketing career at the Meredith Corporation office in New York City after graduating from the University at Albany Cum Laude with a degree in Business Administration featuring a dual concentration in Marketing and Finance accompanied by a Communications minor. She now speaks at conferences around the country, coaches business owners on the advantages of digital marketing while continuing to help people globally expand and thrive in the digital space through Stark Media Group.

Two Smart Assets
Getting Back Your Most Valuable Asset with Aileen Prak

Two Smart Assets

Play Episode Listen Later Nov 24, 2021 27:55


Join Daniel Nickles with his guest Aileen Prak as she speaks about the work behind building your investor mindset, the takeaways she utilized as a passive investor going to the active side, where she discovered the true meaning of passive income, and so much more. For Aileen, reputation is everything in real estate. And to build a reputation for yourself, education is one way. Education can't be taken away from you, she believes. And with a solid foundation for yourself, you can build value out of anything no matter what. In this episode you will learn: What is a better way to live a life for work and family? What investors benefit from syndicating You need to love what you're investing in! Aileen Prak – on getting past the mindset that blocks you The many areas that podcasting gives value to About Aileen Prak: Aileen Prak is one of the two managing partners of Bonavest Capital. Aileen has experience managing financial budgets for projects over $900M. She received her Master of Business Administration from Northeastern University. In Bonavest Capital, their mission is to find value-add properties to provide above-average returns and help investors achieve financial freedom through passive investing. They believe that respect, transparency, and integrity are essential for a successful partnership. Connect with Aileen Prak on: Website:              https://bonavestcapital.com/ Connect with Two Smart Assets on: Website:              https://twosmartassets.com/ Facebook:           https://www.facebook.com/TwoSmartAssets/ Instagram:          https://www.instagram.com/twosmartassets/ YouTube:             https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw   ✅Check out our free apartment syndication sample deal: https://twosmartassets.com/sample-deal-form  

Marketing Today with Alan Hart
Bringing Learning to Life with Author Kimberly Whitler

Marketing Today with Alan Hart

Play Episode Listen Later Nov 24, 2021 49:05


Kimberly Whitler is the Frank M Sans Senior Associate Professor of Business Administration at the Darden School of Business at the University of Virginia.  In this episode, Alan and Kim talk about the release of her new book Positioning for Advantage, which has been ranked number one in product management on Amazon. They also discuss what positioning is and what value marketers have to a business. Kim's opinion is to keep it simple. She says, “I think a lot of marketing is about making the choices that put you in the best position to win. A big part of that is you have to execute effectively, and complication often is the enemy of being able to implement.”  Later in the episode, they also discuss influencers and how they can positively impact a business. Kim also shares her opinion on purpose and whether purpose may or may not be something your brand should be focused on. In this episode, you'll learn: How to bring learning to real-life situations Creating a sustainable advantage for your organization How influencers can be a key element to a marketing plan Key Highlights: [01:34] Kim's worst job ever [03:05] From marketing practitioner to academia [06:14] Why Kim wrote a book [11:13] What do marketers contribute to firm performance?  [13:12] Creating a sustainable advantage  [15:11] Forcing marketing choices [20:28] How Kim thinks about influencers [25:11] Weaponizing word of mouth [30:50] An experience that defines Kim, makes who she is today [33:40] Kim's advice to her younger self [35:14] The brands and organizations Kim follows [38:34] The biggest threat and opportunity for marketers today Resources Mentioned:  Kimberly Whitler Positioning for Advantage: Techniques and Strategies to Grow Brand Value (book) Kim's last episode on Marketing Today Steve Momper, Darden Publishing Halftime (book) Stephen Hawking, Wang Junkai and Tencent example HBR Article: What Western Marketers Can Learn from China OatsOvernight Subscriber Program Follow the podcast: Listen in iTunes (link: http://apple.co/2dbdAhV) Listen in Google Podcasts (link: http://bit.ly/2Rc2kVa) Listen in Spotify (Link: http://spoti.fi/2mCUGnC ) Connect with the Guest: Kim's LinkedIn: https://www.linkedin.com/in/kimwhitler/  Kim's Twitter: https://twitter.com/KimWhitler  Darden's Twitter: https://twitter.com/DardenMBA  Connect with Marketing Today and Alan Hart: http://twitter.com/abhart https://www.linkedin.com/in/alanhart http://twitter.com/themktgtoday https://www.facebook.com/themktgtoday/ https://www.linkedin.com/company/marketing-today-with-alan-hart/ Support the show: https://www.patreon.com/marketingtoday See omnystudio.com/listener for privacy information.

The Research Evangelist
Meet Rodney Gillespie, accomplished pharmaceutical industry executive. He is passionate about giving back to disadvantaged communities and kids.

The Research Evangelist

Play Episode Listen Later Nov 23, 2021 38:25


On today's episode, meet Rodney Gillespie. Rodney is a Global executive with broad leadership experience. He is currently the Vice President, Oncology Sales & Marketing, Solid Tumor at The Janssen Pharmaceutical Companies of Johnson & Johnson (JNJ). Before joining JNJ, Rodney had a thirteen-year tenure with AstraZeneca, including stints in the UK and in South Africa. Rodney has a Bachelor of Science Degree in Commerce & Engineering from Drexel University in Philadelphia and a Masters of Business Administration from University of Washington in Seattle. He has a passion for participating in activities and organizations that allow him to give back to disadvantaged communities and kids.

WhyMe with Vera-Lee - Why Me?
Learning to lift your head up again after grief of losing a child to suicide with Charlene Fanstone

WhyMe with Vera-Lee - Why Me?

Play Episode Listen Later Nov 23, 2021 103:09


Charlene Fanstone, a photographer, mother and author of two blogs, ‘Healthy Living with Charlene' and ‘Lift Your Head Again'. Charlene became a stepmum to her three children and wanting to be an involved parent at 23 years of age for her meant a fast track to growing up. Charlene's experienced many WhyMe moments through her shared experiences with her family. She became an advocate for father's rights through their battle to give the children a safe and secure home through the court system. As each of the children were slowly granted these rights, Charlene and her husband helped the kids through building love and fostering those relationships and connections. Through all the ways kids often love to express themselves and enjoy participating in life, there was much hockey, dance, soccer and other pursuits finally being explored and enjoyed for what became a very happy family unit. That was until a knock on the door that changed everything.Charlene discusses the grief of losing her son unexpectedly to suicide, miles away, and coming to terms with the different ways we all grieve and have to learn to lift our head up again.You can contact Charlene on  Facebook and Healthy Living Facebook. and InstagramDo you know the difference between and dream and a goal?  Spoiler alert! It's the movement! The Action you take. That's the big secret. That's where the WhyMeMovement is all about the actions we take including the decisions we make - discovering the opportunities to grow and learn through adversity. Vera-Lee is a coach who applies techniques for calm yet powerful sessions to help you achieve goals and improve your personal and professional confidence in your life. Special Offer for Embrace coaching for each listener who has decided now is the time to take action and break through to a more fulfilled life with Vera-Lee's guidance. Go to the #WhyMeMovement website now by clicking here to discover more.Vera-Lee is from Australia and has an extensive background in Education, Sports Coaching and Business Administration with Leadership  Management Consulting. If you thought of someone who might find value in this podcast episode today, you can share the link and use it as an opportunity to let this person know you are thinking of them today, continuing the connection and relationships that foster hope and togetherness.Support the podcast and movement with a small donation here to help our impact reach even further and inspire, connect and empower more people who want to life life to their fullest capacity. We appreciate your support to help the ongoing costs involved with producing this show for people in over 20 countries (at the time of this release).Vera-Lee launched in the top 30 iTunes charts in multiple countries  has a loyal and growing audience who love the content being produced. https://whymemovement.com#whymemovement #whymegirl #adversityistheniche #theadversityqueen #coach #artist #speaker #inspire #connect #empower #embrace #wtflab #chewtheflab #flabtalks #whymewednesday #flabbyfriday 

Advance Your Art: From Artist to Creative Entrepreneur
Ep232 Amani Roberts – DJ, Producer, Professor, and Podcaster

Advance Your Art: From Artist to Creative Entrepreneur

Play Episode Listen Later Nov 23, 2021 24:38


MEET AMANI ROBERTS:In the basement of an old bank in Washington DC, a college kid watched Biz Markie spin and his life changed forever. Now Amani Roberts (DJ AmRo) is a successful DJ, music producer, podcaster, educator, and business professional. With Bachelors of Business Administration from Howard University, Amani initially focused on developing his business skills in hotel sales management. But by 2008, he was already moving in music circles, creating his own podcasts, and spinning in local bars and clubs in California. He developed his skills both as a DJ and a music producer at the renowned Scratch Academy in Los Angeles skills that ultimately launched his DJ career. As well as performing around the world, Amani has co-released three remix EPs and runs a successful music business that caters to corporate clients. He's also an adjunct professor at California State University (CSUF) where he teaches Entertainment Money Management, and the co-director of the Center for Entertainment & Hospitality Management. Amani hosts and produces The Amani Experience Podcast, and has been featured in Yahoo! Finance,MPI, and on the Evan Holliday Podcast. Amani currently lives in Redondo Beach, California. CONTACT:https://www.amaniexperience.com (https://www.amaniexperience.com) https://twitter.com/amaniexperience (https://twitter.com/amaniexperience) https://www.instagram.com/amaniexperience/ (https://www.instagram.com/amaniexperience/) https://www.facebook.com/amaniexperience/ (https://www.facebook.com/amaniexperience/) https://www.linkedin.com/in/amaniroberts/ (https://www.linkedin.com/in/amaniroberts/) SUPPORT THE SHOW BECAUSE I LOVE PUPPIES!1)https://meetfox.com/en/ (MEETFOX) Monetize your time with an easy-to-use online platform. Use promo code “yuri” for 2 MONTHS FREE! 2) https://taliadinapoli.com/a/rewards/r/m8q3ZlTx (Talia di Napoli – PIZZA) Click on the title for $6.00 off your order of AMAZING pizza shipped fresh from Napoli https://www.gettaxhub.com/?rfsn=4356929.38ee2a (3) TAXHUB) NEED ACCOUNTING HELP? – Sign up for A Less Taxing Way To Work With A CPA. Get a free intro call with a tax professional. 4) https://www.audible.com/ep/freetrial?source_code=PDTGBPD060314004R (Audible.com) This podcast is brought to you by Audible. I have used Audible for years, and I love audiobooks. Click on the link to get a 30-day free trial, complete with a credit for a free audiobook download 5) ARE YOU INTERESTED IN BITCOIN OR CRYPTOCURRENCY?BUY MY BOOK BECAUSE IT'S AMAZING!!! I'll EVEN SIGN IT FOR YOU : )https://amzn.to/3afTmOu (BE LEFT BEHIND: Discover Bitcoin and Cryptocurrency Before Your Grandma Beats You to It) http://www.advanceyourart.com/captivate-podcast/eduardo-placer/yuricataldo.com (yuricataldo.com) CREDITS: Our theme music is written and mixed by Chicago-based composer, engineer, and multi-instrumentalist Ryan Black of the Black's Backbone collaborative. And produced by REB Records. This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy

What's Your Baseline? Enterprise Architecture & Business Process Management Demystified
S1E10 - Get the most out of conferences, trade shows, and webinars

What's Your Baseline? Enterprise Architecture & Business Process Management Demystified

Play Episode Listen Later Nov 22, 2021 74:29


Have you ever wondered why you should go to conferences or be a speaker (and how to become one)? Our podcast guest today is José Pires, a veteran of 20+ years in the conference business and a leader in helping organizations to improve their execution and innovation excellence. José serves as Excellence & Innovation (E&I) executive leader and advisor for cross-industry organizations ranging from startups to Fortune 50, where he oversees the global identification, prioritization and execution of high value business improvements and innovations for the companies, business partners, and customers in multiple markets. He is an advisory board leader, keynote speaker, and chairman for organizations and global conferences on innovation, operational excellence, leadership development, strategy execution, culture, business and digital transformation, customer experience, exponential technologies, and growth acceleration. He is an executive Lean Six Sigma Master Black Belt who holds a Bachelor in Engineering Physics from the University of Kansas and a Master in Business Administration focused on Investment Banking and Entrepreneurship from the University of San Diego. In this episode we spoke about the following topics: Jose's background and how he came into the speaking/conference business as an introvert engineer The fear of public speaking and how to overcome it Getting good at your craft (your purpose?) and learn to communicate about it The change in the conference landscape due to the pandemic (disruption vs. dislocation) The objectives of participating in a conference or alternatives: learning, inspiration, networking Criteria of good conferences (virtual and in-person) How to get started to become a speaker Conferences as businesses What to look for when planning for attending events The "Three Rs": relationship, results, and reputation Please reach out to us by either sending an email to hello@whatsyourbaseline.com or leaving us a voice message by clicking here. The full show notes, including graphics, further links, credits, and transcript, are available at whatsyourbaseline.com/episode10.

Innovation Talks
EIM vs PPM

Innovation Talks

Play Episode Listen Later Nov 22, 2021 36:01


Mike Bauer is Sopheon's Chief Product Officer, responsible for Sopheon's product vision and roadmap, overseeing product marketing, user experience, and product management. He has more than 30 years of experience building and leading cross-functional teams and organizations to bring new products and companies to market. He has worked across industries focusing on enterprise software, data communications, connected products/IoT, sensor analytics, marketing automation, Big Data, IT, and embedded systems. He has a Bachelor of Science in Electrical Engineering degree from Ohio State University and a Master of Business Administration degree from Harvard Business School. Mike joins me today to discuss Enterprise Information Management (EIM) and Professional Properties Management (PPM). He shares insights from relearning product innovation and lifecycle management, including core roles that exist regardless of the product. Mike explores aspirational roles and decision-making across portfolio, project, product, strategy, and ideation. He defines EIM and PPM, revealing their differences and similarities. Mike also offers career advice for people looking to enter product management and highlights where he thinks the professionals will be in five years. “The notion of product management is becoming a much more specific term.” - Mike Bauer This week on Innovation Talks: How Mike got into innovation and product management with Hewlett-Packard Using the “jobs-to-be-done” framework and taking a step back to relearn product innovation and lifecycle management The core innovation and product jobs: aspiration, product portfolio management, project and resource management, and idea management Informed stakeholder and decision making roles across strategy, portfolio, products, projects, and ideas Defining Enterprise Innovation Management and Professional Properties Management How product management is becoming a professional career Mike's career advice for people entering product and project management Where project management will be in five years and unlocking the different ways to go to market Resources Mentioned: innov8rs conference: EIM Versus PPM: Aren't They on The Same Team? Connect with Mike Bauer: Sopheon Mike Bauer on LinkedIn This Podcast is brought to you by Sopheon Thanks for tuning into this week's episode of Innovation Talks. If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Apple Podcasts | TuneIn | GooglePlay | Stitcher | Spotify | iHeart Be sure to connect with us on Facebook, Twitter, and LinkedIn, and share your favorite episodes on social media to help us reach more listeners, like you. For additional information around new product development or corporate innovation, sign up for Sopheon's newsletter where we share news and industry best practices monthly! The fastest way to do this is to go to sopheon.com and click here.

Diary of an Apartment Investor
ATE-Finding Deals in Tertiary Markets with Aaron Wong and Brett Davenport

Diary of an Apartment Investor

Play Episode Listen Later Nov 22, 2021 45:04


What to look for in a market before you invest and how to know a good deal in any market with Aaron Wong and Brett Davenport. Follow us on Instagram, Facebook, and TwitterFor more educational content, visit our website at www.diaryofanapartmentinvestor.comInterested in investing with Four Oaks Capital?  First step is to schedule a call with us.This episode originally aired on November 22nd, 2021----Aaron WongUtilizing over a decade of investing and entrepreneurial experience, Aaron has developed a strong track record of success. Within real estate, Aaron focuses primarily in multifamily properties through self-ownership, joint ventures, and syndications as both sponsor and limited partner. He was recognized by Utah BusinessQ Magazine as one of the top 40 under 40 while a business startup he founded was acknowledged by the same publication as The Best Kept Secret for his leadership. Aaron graduated from the University of Utah with dual bachelor's degrees in Chinese and Asian Studies along with a Master of Business Administration. Aaron also has a master's degree in Management with additional certificates in change management, organizational leadership, and project management from Colorado Technical University. In his spare time, Aaron enjoys spending time with his family, playing sports, and scuba diving.----Brett DavenportBrett is a Managing Partner at Gibby's Capital and is based out of Houston, Texas. He is an accomplished technical service and asset manager with 30-years of hands-on project experience for the leading utility based out of Denver Colorado, and a global engineering firm that is a leader in technical professional services. Utilizing his EMBA from Colorado State University, his skills in financial and asset management along with relationship building, he is a conduit for any investor looking to building a legacy of wealth. On a more personal level, having a family- centered focus keeps him grounded. Brett serves in his local church while also serving his country as a US Navy Reservist after having spent 10 years active duty. He lives for God, Country, and Family.----Your host, Brian Briscoe, is a co-founder and principal in the real estate investing firm Four Oaks Capital.  He and his team currently have 629 units worth $36 million in assets under management and are continuing to grow.  He will retire as a Lieutenant Colonel in the United States Marine Corps in 2021. Learn more about him and the Four Oaks team at www.fouroakscapital.com  or contact him at brianbriscoe@fouroakscapital.com - be sure to let him know where you found him.Connect with him on LinkedIn or Facebook.vvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvvv> Check out our multifamily investing community!> The Tribe of Titans> Get exclusive access to the Four Oaks Team!> Find it at https://www.thetribeoftitans.info^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

The Modern Therapist's Survival Guide with Curt Widhalm and Katie Vernoy

Peer Support Specialists An interview with Kemisha Fields, MSW, Amparo Ostojic, MPA, and Jeff Kashou, LMFT on what peer support specialists are and the value they bring to treatment teams, as well as the challenges and best practices in implementing these roles into clinical programs. Curt and Katie talk with Kemisha and Amparo about their experiences in these positions, exploring how their lived experiences created the successful integration of a more holistic approach to support clients. We also talked with Jeff about his journey in implementing one of these programs from scratch.   It's time to reimagine therapy and what it means to be a therapist. To support you as a whole person and a therapist, your hosts, Curt Widhalm and Katie Vernoy talk about how to approach the role of therapist in the modern age. Interview with Kemisha Fields, MSW, Amparo Ostojic, MPA, and Jeff Kashou, LMFT Kemisha Fields, MSW: Kemisha Fields was born and raised in South Los Angeles, CA. As a former foster youth, she has taken a professional interest in the commitment to serving the needs of children and families as a Children's Social Worker working in Dependency Investigations. She has studied many modalities to bring healing to those in need. Kemisha is a life, long learner inspired by the abundance of opportunities available to enrich the lives of the people she serves. She earned her Bachelor of Science Degree in Psychology from the University of Phoenix. She received her Master of Social Work degree from the University of Southern California. Currently, Kemisha is a Doctoral Student of Business Administration with an emphasis in organizational leadership. She has extensive experience working with children, families, and individuals as an agent of support and guidance. Kemisha has a strong background in case management for an array of populations inclusive to at-risk youth, individuals with intellectual disabilities, commercially sexual exploited children, victims of trauma, and families within the dependency system. As a lead Dependency Investigator with Los Angeles County Child and Family Services, she has direct practice with assessing for child abuse and neglect in hostile environments. Kemisha works directly with County Counsel to investigate and sustain infractions of the Child Welfare and Institutions Codes. Jeff Kashou, LMFT: Jeff Kashou, LMFT is a manager of clinical product and service design for a mental health tech company that provides telemedicine to those with serious mental illness. Previously, he ran a county mental health program where he helped develop the role fo peers for adolescent programs county-wide and collaborated with peers to create management practices to support their professional development. In this position, Jeff developed a practice guideline for the utilization of peers in behavioral health settings for the County of Orange. Jeff has also served on the Board of Directors for the California Association of Marriage and Family Therapists, where he helped lead the association to support the field of Marriage and Family Therapy and those with mental health issues. He consults as experts in mental health for television productions, to ensure the accurate and helpful portrayal of mental illness and treatment in the media. Most recently, Jeff and his wife Sheila wrote a children's book, The Proudest Color, that helps children of color cope with racism that will be on shelves this Fall. Amparo Ostojic, MPA: Amparo Ostojic is a mental health advocate with personal lived experience. After working for the federal government for ten years, she decided to pursue her passion in working as an advocate to help promote recovery in mental health.  She has worked as a peer specialist for a mental health clinic as well as volunteered leading peer support groups. Amparo has a close connection with the Latino Community and feels it is her duty to do everything possible to prevent and reduce the suffering of individuals living with a mental health condition. Amparo created a Spanish speaking support group in East Los Angeles to offer free peer support to members of her community. Amparo has a bachelor's in business administration and a Master of Public administration. Amparo is a certified personal medicine coach and is working on becoming a National Certified Peer Specialist (NCPS). In this episode we talk about: What a peer support specialist is, how they work What peers can uniquely bring The hiring process, qualifications, and what that means for individuals seeking these jobs The difference in perspective that peer and parent partners can bring to treatment teams The importance of lived experience Comparing holistic versus medical model treatment The medical model and the recovery model complement each other The importance of advocacy for individuals (with the support of the peer support specialist) How peer support specialists are best integrated into treatment teams and programs The potential problems when the peer support specialist role is not understood How someone can become a Peer Support Specialist Certification and standardization of the peer support specialist role SB803 – CA certification for Peer Support Specialists Legislation Ideal training for these professionals How best to collaborate with a peer support specialist What it is like to implement one of these programs The challenges of hiring a peer support specialist Exploring whether there are systems in place to support peer support specialists with their unique needs The recommendation for a tool kit and a consultant to support programs in implementing best practices The Recovery Model and peer support specialists in practice Multidisciplinary teams may have pre-existing bias and prejudice against folks with lived experience, the role of stigma in the interactions The shift that happens when peers become part of the team (specifically related to gallows humor and the separation of “patients” and “providers”) Demonstrating the value of this role and the use of the recovery model Prevention and Early Intervention How to be successful with peer support programs and the benefits at many different levels Our Generous Sponsor: Trauma Therapist Network Trauma is highly prevalent in mental health client populations and people are looking for therapists with specialized training and experience in trauma, but they often don't know where to start. If you've ever looked for a trauma therapist, you know it can be hard to discern who knows what and whether or not they're the right fit for you. There are so many types of trauma and so many different ways to heal. That's why Laura Reagan, LCSW-C created Trauma Therapist Network.  Trauma Therapist Network is a new resource for anyone who wants to learn about trauma and how it shows up in our lives. This new site has articles, resources and podcasts for learning about trauma and its effects, as well as a directory exclusively for trauma therapists to let people know how they work and what they specialize in, so potential clients can find them. Trauma Therapist Network therapist profiles include the types of trauma specialized in, populations served and therapy methods used, making it easier for potential clients to find the right therapist who can help them.  The Network is more than a directory, though. It's a community. All members are invited to attend community meetings to connect, consult and network with colleagues around the country. Join our growing community of trauma therapists and get 20% off your first month using the promo code:  MTSG20 at www.traumatherapistnetwork.com.   Resources mentioned: We've pulled together resources mentioned in this episode and put together some handy-dandy links. Please note that some of the links below may be affiliate links, so if you purchase after clicking below, we may get a little bit of cash in our pockets. We thank you in advance! RAND Report: How to Transform the US Mental Health System Los Angeles Times Op-Ed: Our mental health laws are failing Wise U Training for Peers Advocacy through Cal Voices ACCESS Program SB-803 National Certified Peer Specialist NCPS Excellent guides and toolkits on how to integrate peers in clinics: Association of Home Social Rehabilitation Agencies Meaningful Roles for Peer Providers in Integrated Healthcare Toolkit Philadelphia Peer Support Tool Kit   Relevant Episodes: Fixing Mental Healthcare in America Serious Mental Illness and Homelessness Psychiatric Crises in the Emergency Room Advocacy in the Wake of Looming Mental Healthcare Work Force Shortages   Connect with us! Our Facebook Group – The Modern Therapists Group  Our consultation services: The Fifty-Minute Hour Who we are: Curt Widhalm is in private practice in the Los Angeles area. He is the cofounder of the Therapy Reimagined conference, an Adjunct Professor at Pepperdine University and CSUN, a former Subject Matter Expert for the California Board of Behavioral Sciences, former CFO of the California Association of Marriage and Family Therapists, and a loving husband and father. He is 1/2 great person, 1/2 provocateur, and 1/2 geek, in that order. He dabbles in the dark art of making "dad jokes" and usually has a half-empty cup of coffee somewhere nearby. Learn more at: www.curtwidhalm.com Katie Vernoy is a Licensed Marriage and Family Therapist, coach, and consultant supporting leaders, visionaries, executives, and helping professionals to create sustainable careers. Katie, with Curt, has developed workshops and a conference, Therapy Reimagined, to support therapists navigating through the modern challenges of this profession. Katie is also a former President of the California Association of Marriage and Family Therapists. In her spare time, Katie is secretly siphoning off Curt's youthful energy, so that she can take over the world. Learn more at: www.katievernoy.com A Quick Note: Our opinions are our own. We are only speaking for ourselves – except when we speak for each other, or over each other. We're working on it. Our guests are also only speaking for themselves and have their own opinions. We aren't trying to take their voice, and no one speaks for us either. Mostly because they don't want to, but hey.   Stay in Touch: www.mtsgpodcast.com www.therapyreimagined.com Our Facebook Group – The Modern Therapist's Group https://www.facebook.com/therapyreimagined/ https://twitter.com/therapymovement https://www.instagram.com/therapyreimagined/   Credits: Voice Over by DW McCann https://www.facebook.com/McCannDW/ Music by Crystal Grooms Mangano http://www.crystalmangano.com/   Transcript (Autogenerated)   Curt Widhalm  00:00 This episode is sponsored by Trauma Therapist Network.   Katie Vernoy  00:04 Trauma therapist network is a new resource for anyone who wants to learn about trauma and how it shows up in our lives. This new site has articles, resources and podcasts for learning about trauma and its effects, as well as a directory exclusively for trauma therapists to let people know how they work, and what they specialize in so potential clients can find them. Visit traumatherapistnetwork.com To learn more,   Curt Widhalm  00:27 listen at the end of the episode for more about the trauma therapist network.   Announcer  00:31 You're listening to the Modern Therapist Survival Guide, where therapists live, breathe and practice as human beings to support you as a whole person and a therapist. Here are your hosts, Curt Widhalm and Katie Vernoy.   Curt Widhalm  00:47 Welcome back modern therapists. This is the modern therapist Survival Guide. I'm Curt Widhalm with Katie Vernoy. And this is part four of our special series of fixing mental health care in America. And today, we are shining a spotlight on peer support specialists and the role that they have in our behavioral health care system. And a lot of the advantages that these kinds of roles bring in, as well as some of the difficulties of getting peer support implemented despite a lot of very positive evidence in their role in treating mental and emotional disorders that happen in our world.   Katie Vernoy  01:27 I'm really excited about this particular episode, we've got two sections. The first one is we're joined by two folks who've worked in the peer support specialist role who are both still in social work and in advocacy. First off, we've got Kemisha Fields, who's a Master of Social Work who is was actually somebody I worked with, and she did a great job in one of the programs I was running. And then also person I was introduced to by one of our amazing friends of the show on Amparo Ostojic, who is an MPA and also someone who works in advocacy specifically about peer support specialists. So I'm really, really looking forward for all of you to listen to that and learn about what that role is. And we recognized also and I, I had a little bit of this, but Jeff Kashou LMFT is someone who has in the past actually implemented one of these programs, and he was able to talk with us about what it was like as a director, putting those things together. So take a listen.   Kemisha Fields  02:30 So my name is Kemisha Fields. I enter social services call for like 17 years ago, I took a entry level position at a homeless shelter. So that was my entry into social services. And from there, I've just kind of progress and work my way up. And I've worked with different populations. So I've worked with the homeless population. I've worked with individuals who are struggling with substance abuse. I worked in recidivism. I've worked in community mental health, and now I'm working in the child welfare system.   Amparo Ostojic  03:10 So my name is Amparo Ostojic. And I've been in mental health advocacy and peer support. For the last four years, I have worked to increase awareness about mental health, especially in the Latino community. And I worked as a peer support specialist for a mental health clinic for about seven months, I currently still do advocacy in the mental health space. And I work with individuals that want to know more about how to live, a quote unquote, normal life, even with my severe mental health condition.   Curt Widhalm  03:50 A lot of mental health clinicians, they may have heard of a peer specialist. I have found that a lot of my travels and talks in therapist communities that many people don't know what a peer specialist does, can you help us understand what a peer specialist does what their role is in the bigger part of the treatment systems.   Amparo Ostojic  04:13 So a peer specialist is basically a role model of positive recovery behaviors. So it's meant to give hope to someone living with a mental health condition and help them not feel as alone in this recovery process. So, in essence, a pure specialist will share their personal lived experience of mental health and oftentimes offer examples of what it's like to deal with a condition. And you know, what they've done to get better, such as tips or a really useful tool is, for example, the living successfully plan or the wrap plans, where you go over with a client what it is like to be in a healthy space, what it's like to see warning signs, and when it's time to call your psychiatrist or go to the hospital. So kind of teach them about themselves and guide them in their self determination of managing their their health condition.   Katie Vernoy  05:17 So you're really talking about from a place of your own experience and knowledge helping someone to plan for themselves,   Amparo Ostojic  05:26 right. And a lot of it is teaching them to self advocate for themselves, and put themselves in the driver's seat of their health condition. So for example, a lot of times, it's kind of directed from the top as if the psychiatrist or therapist is telling them what to do, or kind of teaching them what they should do. Whereas if your specialist is on the same level, and there's no sort of hierarchy of who knows more, there's a relationship of learning from each other, and really sharing what it's like to live through this. I was given the example where it's like, Is it someone that you want to work with, like someone that's like a biologist that knows about like the forest or something or someone that lives in the forest, because that personal lived experience is really key to understanding things that someone else that hasn't experienced them wouldn't really know, or perhaps hasn't dealt with.   Curt Widhalm  06:26 When you started in this, you started as a parent partner, how was that process of getting hired?   Kemisha Fields  06:34 So the qualification for a peer partner or parent partner would be a life experience in one of the systems of DCFS, Department of Children and Family Services, probation, and I believe education, like do individual education plan. And so my entry into being a parent partner was through my son's IEP, Individual Education Plan. And, you know, it just kind of happened by chance, a friend of mine recommended me for the position and I follow through with it, the interview process, or the application process, they I was asked what my qualification to being a parent partner, so I did have to disclose some important information regarding my own experiences with my son. And we just, I remember asking, like, anybody could have kind of said, like, oh, yeah, I have this child that has a special needs, like, how did they confirm that information? So I was looking for them to kind of want some sort of documentation from me, and they didn't. And so, at the time, the executive director says, usually confirmed based on the series of questions they asked me during the interview about different programs that may have been introduced to, to my son, which I found quite interesting, like, Okay,   Katie Vernoy  08:07 how was it for you to disclose personal things to get a job, because that seems like that would be a pretty vulnerable way to enter into a position.   Kemisha Fields  08:19 Very much so and because it's the opposite of what we've always been told, typically, in interviewing process, you don't share too much personal information, just your professional history. So it was a little different. But I always been transparent with my struggles with my son. So it was it was just a little different in I didn't know this person, but it was okay. I you know, I feel comfortable through the process. And I didn't, it was okay for me to, you know, share my experiences. Being a parent of a special needs child.   Curt Widhalm  09:01 I have to imagine, and this is prior to being hired in this position. Did you have somebody serving in that kind of a role for you, somebody that you relied on while you were going through your child's IEP process and all of the struggles that that usually entails?   Kemisha Fields  09:19 That is... I love that question. I absolutely love that question and Yes, but very informal. So I did not have a formal being like, Whoa, this is your parent partner, and she or he's going to help you through this process. What I have was professionals who kind of just stepped up I had one of the very first school psychologists who helped me through the process of my son's assessment, what to look for what questions that I should ask and she helped me not on a professional level but a personal level. She kind of walked me through that process. So I was grateful for that. So I've had a lot of support with my son, just from individuals who cared enough to show me what this looks like and what questions I should be asking. So I appreciate that.   Curt Widhalm  10:20 I have to imagine that working with the mental health systems, the people in those roles, there has to be some difficulties in getting integrated into the more professional sides of the organizations, what kinds of challenges to peer specialists end up having, trying to help clients be able to advocate for themselves and fit into this professional system as well.   Amparo Ostojic  10:45 The professionals, such a psychiatrist, therapist, they usually operate from the medical model, which is very top down, like I mentioned, and it kind of has this perspective that I no more in teaching the patient how to, you know, work with medications, or live with this condition, where as peer specialists work from the recovery model, that look at everything, the main four points are home, community health, and purpose, that's really important, like your reason to get up in the morning, right? That sometimes the recovery model is not taking us seriously, it's a more kind of holistic approach, looking at the person. And in the medical model, you're looking at the condition like it's a problem to be solved. And I'm looking at the person as the whole and how their whole life could be better. So my focus may be different than a psychiatrist, their focus may be to reduce the symptoms, and let's say get rid of hearing voices, things like that, or as my role is really to make that person as a whole better. So for example, I usually medications is a big thing must take medications, or as my role may not necessarily say that I typically never tell the client, you know, don't take medications, but I really allow the client to the side that and some other parts of the medical team may not like that. But also, my role may not be taken as seriously because, for example, in my experience working with a mental health clinic, they worked with people that were homeless, and I would say extreme cases. So as someone with bipolar disorder, they kind of put me in this category that, you know, I probably couldn't offer as much. And my perspective wasn't as valuable. So it was really hard. Working with therapists or psychiatrist that saw me as someone that was in the space of like, part of the problem. I don't know how to describe it. But it was really hard, because at the beginning, I definitely felt like I wasn't taking seriously. And it took a while to gain trust, and get there super for me clients. And those were one of the challenges,   Curt Widhalm  13:01 I have to imagine some of the providers are like, you're just completely undermining all of the treatment by using trust, none of this professional experience that we've learned. How did those conversations go? Because it seems like so much of a treatment plan would be developed from, you know, the scientific and medical model sorts of approaches. And then for somebody to come in with lived experience to be able to be like, maybe the medication thing is something that you want to talk to your doctor about.   Amparo Ostojic  13:33 Well, I take medication, and there was five years that I didn't from when I was 20 to 26. And I was fine. I think, you know, I used to run marathons, I was super fit. And there was a time that I didn't think I needed medication. But then having more episodes, I realized that it does benefit me. So I never really tell a client, don't take medication. But I'm not as I guess pushy into that they may need I needed something to happen for me to sort of learn my lesson and realize, you know, it's it's easier, my life is a little easier with medication. And that may not be the case for everybody. So I definitely don't think they see it as me undermining them. But the recovery model and the medical model are supposed to complement each other. And I think that's the hesitation at the beginning. There's no better treatment or a they say they're supposed to complement each other and offer a level of understanding and acceptance and validation that sometimes the professionals can't offer because they haven't lived through that. So for the most part, I'm never, you know, moving them away from medication or therapy and validating their experience but perhaps they may tell me, you know, I didn't like my psychiatrist. And this is what happened. And I will be honest and say I've had psychiatrist that didn't work with me and didn't work for me. And I had to find a different one. Or I had to advocate for myself and say, you know, this side effect is, is not working for me, you know, maybe this is working, like, the symptoms are, you know, improving. But, you know, it's, it's making me sleepy, and then I can't get to work on time, things that are important that sometimes I think clients are afraid to say, because, you know, like, the main symptom that they're after is maybe under control. But other aspects of your life have completely lost balance now.   Katie Vernoy  15:42 Yeah, I think for me, and I was that person at one point. So   Kemisha Fields  15:46 You were!   Katie Vernoy  15:48 But I think the thing that felt very powerful when I entered into that program, and saw how it was set up was that the team had set up this structure to make sure that each member at the table was heard that each person was allowed to share ideas. I had been in other programs where folks were subjected to that hierarchy, where the therapist or the psychiatrist got the most air time, they're the ones that were making the decisions. And to me, I think, whether it was making sure that the parent partners were supervised by the director, and or really having a culture of, we are all here supporting the family. And we all equally bring important things to the table, I think it was really effective. I think we just get worried because I did see even with programs that were and maybe it was because it was intense now that I'm thinking about it, because like less intense programs, sometimes folks were using either parent partners or bachelor level providers to do like, copying and filing. And it's like, no, no, these are mental health providers, these are people who are at the table. And so to me, I think when when people are able to integrate into the team, it can be really good.   Kemisha Fields  17:05 My personality type wouldn't have allow for that, if I'm honest. Like no. And I think when you come in and you kind of demand a level of respect, you get that level of respect. So I've never had a problem, I think, in my whole career of value, my experience as a parent partner, it laid the foundation for so much of the work that I do now. So I'm still connected to a lot of those colleagues, who at the time were clinicians and I, at that time, I wasn't even I had not completed my undergrad studies yet. And we're like the best of friends. So my experience as a parent partner is one that is really great. And had you know, a lot of good things have come out of that for me,   Curt Widhalm  17:59 I want to change the conversation here a little bit to talking about how people can become peer specialists and what the certification process is like. And I understand that that's quite different in many different parts of the country.   Amparo Ostojic  18:15 Yeah, and even within California, each county has different guidelines. So first of all, California just passed SB 803, which is going to allow pure support specialists to have a certification, which will hopefully increase the use of peer specialists in mental health clinics. So 48 states now have peer certification, including California. And the, the principles are pretty much the same. But how a peer support is used in different parts of a state or country is going to vary. So it's difficult if someone moves to another state or another county, and they try to use the same principles. It may not work as effectively. And it's basically it's not standardized right now. So it's hard for someone working in that field to have many options of going to different places, and even like a client that's moving from another county and experiencing pure services in a different way.   Katie Vernoy  19:26 So if someone were to want to jump into this, where it sounds like it's starting to become more regulated, there's certification in 48 states, that's great. What does it look like? How does someone become a peer support specialist?   Amparo Ostojic  19:39 There's a few organizations that are considered certified to train for peer support. And, for example, the training that I took was an 11 day course, where, you know, like 40 hours a week, and you learn the principles of peer support. And then To become a certified peer specialist, you need 3000 hours of supervised work or volunteer experience providing direct peer support. And you need a letter of recommendation from a professional and from supervisor that has overseen your peer support. And then there's an exam that you would take and pass. And that's how you would become national certified peer specialist. And on top of that, like I said, California is still in the process of creating their peer support guidelines. So in addition to that, you know, whatever guidelines that they'll come up with will be the California guidelines for certification in California,   Curt Widhalm  20:45 a lot of research gives you more credit than being a middleman, that when we look at outcomes for treatments, when we look at treatment, we see that peer counselors, we see that parent partners are more effective towards client outcomes than even just working directly with licensed professionals. And a lot of it is due to a lot of the problems that therapists just kind of face and being approachable themselves for the mental health system themselves that there is a down to earth Ness that having that lived experience really does embody that, yes, you can get through this. And I've got some experience to be able to say that not only do I actually demonstrate that I know what you're going through, but that you can get through it, there's a way through this, that there is a light at the end of the tunnel. How do you think that peer partners, peer counselors can be trained should be trained to best exemplify that part of treatment,   Kemisha Fields  21:51 I would say they should be trained the same way that any other team members trained in I know, from a clinical perspective, there's a different type of training that comes into play. But for our child and family team specialists that you know, we have trainings, usually agencies are sending you out to different trainings, and I I believe that parent partners should be a part of those trainings, if they are not already a part of those trainings. And that should and will help them in their role as a parent partner with the life experience on top of that,   Katie Vernoy  22:32 how can therapists psychiatrists, other people in mental health clinics, support peer specialists?   Amparo Ostojic  22:38 one of the most important parts is understanding and learning to see how we can be used. I think, once you collaborate with a peer specialist, and notice the different perspective that they offer, I think both psychiatrists and peers, and mental health professionals, other mental health professionals can learn from each other. And I really appreciated that with one of the psychiatrist that he like, I could see that he really learned from me, and that gave me a lot of confidence. And I learned a lot from him. And it didn't feel like a top down relationship. And it really felt like he valued my perspective as a professional. And that helped a lot because basically just have faith in in something even if you don't understand how it works. You want to try and see how you can work with this person and encourage them to do actual peer support. If at first you don't know what to do as far as how to work with them. There's really good guides. There's one that I really recommend, that is put out by Castro. And they are basically recovery organization. And they have it's called the meaningful roles for providers in an integrative healthcare. And they really break down the different positions that peer specialists could do the different roles so like a peer navigator peer advocate, wellbeing coach is sometimes what they call it. And it really spells out things that a peer specialists can do. And it helps both the pure and the professional because they will say, you know, they could serve as a bridge between the community based organization, they could help clients in enrolling with health insurance programs, they it really spells out things that a client can do with a pure specialist, and that helps both the pier and the clinic.   Katie Vernoy  24:53 How about letting us know a little bit about if someone's interested in this I think from many different angles I wanting to advocate for better utilization of peer support specialists within mental health programs advocating for swift implementation of SB 803. For California, you know, or even this advocacy for individuals who are navigating mental health concerns themselves or with their family members, and how they can advocate like, it seems like there's a lot of lot of potential calls to action for our listeners here. What resources would you recommend that they look into, and we'll put all of those in our show notes.   Amparo Ostojic  25:33 So definitely the I would guess, I guess, I would say, one of my favorite organizations that I worked with for the past two and a half years is Cal voices. And they have different programs, the advocacy space, is access. So access stands for advancing client and community empowerment through sustainable solutions. So they're kind of a systems change perspective. And they have really great e learning toolkits that give you tools on how you would advocate for yourself and for systems change within your community. One of the great resources that Cal voices has is their Ys program, which stands for workforce integration, support and education. And they have what they call the YZ University. And it's created by peers, it's taught by peers. And this is where I got my training for becoming a peer support specialist. And they basically provide a lot of support in what a peer does. And like they have wise Wednesdays, where they provide information about something related to peer support and learning about how to, you know, either be a peer specialist or work with a peer specialist. And that's everyone's they. And so, it's a great program, because like I said, it's peers that are teaching and creating the curriculum. And I think that's just wonderful because receiving that information for someone with the lived experience is very powerful.   Curt Widhalm  27:21 Switching gears here and talking about the implementation of peer support specialists, here's our interview with Jeff Kashou. We are joined by Jeff Kashou, a licensed Marriage and Family Therapist. He's a former Service chief who oversaw collaborative behavioral health program in Orange County, and had opportunities to oversee the implementations of peer counselors into some of the programs.   Jeff Kashou  27:51 Yeah, well, first off, thank you for having me on. And I'm very much appreciated that you guys have this podcast and give the opportunity for topics like this to be covered.   Katie Vernoy  27:59 The thing that I find very interesting about these roles that I know you and I both have hired these roles, but people have to claim lived experience in order to get these roles. And so it's it's a very interesting line to walk. There's there's very interesting things there. But what do you see as the difficulties that are associated with hiring peer counselors?   Jeff Kashou  28:20 Yeah, so I think, very specifically, what makes the role unique and special also makes it kind of a unique challenge in the interviewing process? How do you ask about one's lived experience as a direct, you know, in theory qualification to have that job is what makes it a unique role to a to an organization or an agency. So I would, you know, really encourage anybody who is looking to start a peer program to bring on a consultant who can really help you think the process all the way through and how to have those conversations without inadvertently walking into equal opportunity ramifications or accidently discriminating against someone while also being very mindful that you're bringing into the room into the interview room and process someone's vulnerabilities. And so being able to manage that very tactfully and professionally, while also ensuring that this person, you know, feels comfortable to share that as well. That's your first introduction to somebody and they're interviewing you in that, that process and they want to ensure that your program has really thought through how they're going to be not just added to their system of care, but how your entire system of care embraces and is made better by having peers on board. Oftentimes peers are looked at as very client facing but really in the best situations for them are those for the entire service model is made better by their presence.   Curt Widhalm  29:48 A lot of the talk that we've had on this show about how programs barely take care of their mental health professionals within the work systems. Is there any management that is actually being put towards looking after peer counselors in this way without infantilizing them. I mean, if we're not doing this with the brunt of the behavioral health health workforce, are there other implementation problems when it comes to ensuring this kind of stuff or incorporating them into treatment teams,   Jeff Kashou  30:19 when I created a practice guidelines of like best practices for the entire Orange County systems, and not just County, but the entire behavioral health system for how to conduct supervision with peers, I leaned very heavily on a toolkit that I found from the city of Philadelphia, that there Department of Behavioral Health and intellectual disability services put together on how to create a peer support system, from the first moment you decide you want to all the way through to supervising them to managing disciplinary things to supporting their growth. And looking at it even from you know, how is the entire system set up to support them, even the interactions that they have within the multidisciplinary team, you know, they face an additional layer of potentially of scrutiny or challenges by constantly having to explain who they are, why they have any authority to work with patients or clients. So there's, there's added stress to the question or the systems in place to actually take care of them. You know, I would really look at that toolkit that the city of Philadelphia put together as sort of a way to evaluate if your system is there, I'd say, it's certainly lacking just to be completely blunt, the county that I worked for, from the children's behavioral health side was not equipped at the time to take them on effectively. And it required a lot of having to build the plane while you fly it, which I think for some roles, it's okay. I think for peers, it can add additional stress. And it means, you know, workplace ambiguity is stressful enough. But when it comes to all the other challenges of integrating them and supporting them and explaining their role, and giving them the right training, and so on, and so on. There's just another level that needs to be thought all the way through.   Curt Widhalm  32:11 How are pure counselors implemented into treatment teams, and how are their voices in actual practice, kind of placed into the role where there's a bunch of other potential licensed professionals across a wide variety of interdisciplinary systems?   Jeff Kashou  32:30 Yeah, so I can speak to my experience, and then also kind of broadly to and the research that I've done on the topic. So it's often implemented as a top down approach, it's, you know, people in leadership, saying, we're gonna add this program to our larger organization, without ever really embracing maybe the full scope of what it means to engage in a recovery service model, which is really antithetical to the principles of the peer program, you know, which is meeting people where they're at. So a system of care, really understanding from the bottom up what's happening on the ground level, that's really where the entire program began with. But the ways that they're being implemented, we have that additive approach that systems of care will take. And from a very top down perspective, oftentimes, systems need a way to recoup revenue by bringing on this workforce and, you know, supporting the work that they do. And so when it comes to Medicaid, for example, it's involving them in the billing system. So it requires choosing a diagnosis for the person from the list that the other providers have diagnosed the individual with, which is sometimes very new and a bit challenging. I think, sometimes for peers who don't want to necessarily see someone as a diagnosis. But you know, our current system of billing practices and documentation practices requires that also, multidisciplinary teams really don't know about peers, and can have a lot of prejudice as they go in. So systems need to really be thoughtful and do a self assessment before they decide to bring on this very important role, you know, on are this system set up? Or what are the prejudices or preconceived notions that other providers on the team have of people that come in with lived experience? Right, you know, oftentimes, we have that sort of gallows humor as providers when we talk about our patients or whatever. But, you know, now you have to be very mindful of that, not just because you don't want to upset somebody, but due to having that internal shift of like, you know, I actually really maybe need to check myself when it comes to that, and why I engaged in something like that in the first place. So really thinking about decreasing the stigma and helping the rest of the team even before peers come on, understand what it is that they do, the value that they add, and how they're going to be just as important of a member of a treatment team. So really leading with the why through this process. They're often brought a board you know without much structure I Which, you know, leads to them being assigned a lot of admin tasks as well. One of the things that I learned a lot when working with pure forums was that peers are often assigned, you know, a lot of filing tasks or, you know, paperwork kind of tasks, because the program wasn't really trained or made to be aware of what appear is going to do. And so managers will get, you know, assigned X amount of peers and hire them on but not really know what to do or may not have the bandwidth to train them and think through that whole job requirement. Similarly, what I experienced was, sadly, even partway through the interview process, we found out that we were actually interviewing for peers, but the program was set up, they had to find a job title or job classification that they could fit these folks within, so that we can hire them in a timely manner. And so when we were hiring mental health workers were actually supposed to be hiring peers. And so we found out midway, that we were hiring peers, which meant as managers, then we had to shift and reevaluate what we were doing which we put a lot of emphasis and fervor and figuring out and making it a smooth process as much as we could. But it was by no means ideal. And the cohort that we hired, certainly struggled with a lot of the ambiguity and sometimes just having to sit around and wait while we figured things out for them.   Katie Vernoy  36:16 You've mentioned a couple of times the the money element of it, that oftentimes these are folks who are hired to do an important service that isn't always reimbursable. And it makes me think about the value. And this speaks to the prejudice as well. But it makes me think of the value that people hold for this role. You know, they're not generating revenue, typically, or not generating a lot of revenue. They're not seen as experts, although they're oftentimes more expert than the folks in the room that are doing the treatment planning. And so what are the ways that you have found whether it's best practices or what you were able to accomplish in your program, of integrating these folks more successfully into, you know, kind of explaining the role? Like, why is it so important? What is the value of this? Because I feel like, and maybe you've already said this, and maybe this isn't needed, but it does feel like there's a case for this role. There's an importance to this role. And I just feel like maybe we need to be more direct and saying it, I don't know.   Jeff Kashou  37:25 So yeah, so there's really two directions to think of when it comes to how do you demonstrate the value, there's two those who would be, you know, deciding to bring on this role, which would be those key stakeholders. And then you also have the provider teams as well. And then I guess, there might even be a third group, which are the patients or clientele that you would be serving. So when it comes to demonstrating the value, I think the message needs to be pretty clear all the way through, which is when you're working with, you know, with individuals with serious mental illness, or those with CO occurring disorders, some of these more serious conditions, we know we preach about prevention and early intervention. And this is the rule that really helps with that. And this is the rule that allows us to make that big shift towards a recovery model, and not just pay lip service to saying that, you know, we meet our patients where they're at, and, you know, we want to, you know, improve the quality of their lives and help them reach their full potential. Now, that's, you know, a bit more idealistic and trying to sell it maybe to those that population level into the stakeholder level, but to the provider team, it's also a matter of, you know, recognizing that they will complement the services that, say, a therapist or psychologist or psychiatrist provides as well. And so it's more of like a meshing of gears versus like, people running off into separate directions, you know, where we know that metod here, it's a very important thing. Medications is a very important aspect of treatment. And if individuals, you know, go to their psychiatrist and they prescribe them an antidepressant, we oftentimes know that adherence drops off very quickly, either because the person has some sort of side effects, or because they start to feel better, and they decide they don't want to take the medication anymore. What you know, for multitude of reasons, here, the peer can actually meet with that person, you know, right after they meet with a psychiatrist, or maybe even be in the room with them when they meet with a psychiatrist. And help them ask the questions that are there might be uncomfortable asking, or ensure that they're asking the questions they didn't think to ask, creating that plan afterwards with them for how they're going to fill the prescription, how they're going to, you know, lay out their medications for the week, how they're going to make sure they maintain their motivation to take it or communicate changes that they need with their medications. When it comes to treatment adherence, you know, we assign individuals journaling to do for example, but I don't know about you guys and how often we assign tasks to to patients to do in between sessions, it's extremely hit or miss. And then you end up spending your next session processing, why they didn't do it when you'd rather be processing what they did. And so it's not to say it's 100%. But a specialist can really help with complementing services in those ways. I think ideally, we know that there's attrition, oftentimes with this population. So here's how we keep people engaged in care. I think the other thing is we think about completing goals or completing treatment plans. But that's not really the case. Again, it's not like that broken leg where your leg gets mended, and you don't have to really do anything afterwards, you have to maintain those gains for the long term to allow you then to get to those next levels of functioning, or satisfaction or fulfillment, whatever they might be. And that's where the period specialists can help somebody in the sort of aftercare discharge planning or even long, long term support through their maintenance of their goals.   Katie Vernoy  40:56 I think another element for the treatment team, and this is something where, you know, we had the conversation with Kemisha about this, but they're also an expert on the lived experience. I mean, obviously, each person's experience is different. But there's so much that I think my treatment teams anyway, we're learning from our peers, because they just hadn't been in the situation themselves. And so I think there's, there's also incorporating in that way, like here is another member of the team who has really valuable and valid feedback that you need provider. Because I think it's I think it's hard, I think it's hard to understand this. And I think that we've hidden behind a hierarchy that clearly doesn't work, we need to have, we need to have a whole bunch of human beings working on this on a level playing field.   Jeff Kashou  41:47 Yeah, I'm really glad you brought that point up, Katie, I remember, and you guys probably had to do this in your grad programs as well, where we were assigned the task of attending a 12 step meeting to understand what the recovery community is like. And we can see what these you know, non therapeutic support systems are like, and it's a way to get that experience. But we were only assigned that at one point in time, and there is so much value that appear can add in terms of to use your your point expertise in these areas, you know, the approach, I think a lot of us take in the recovery systems, you know, I will get asked oftentimes, you know, well, are you in recovery yourself? And I think as a therapist, you make your own call in terms of self disclosure. And I would say the while I can tell you yes or no, it's more important for you to tell me what your experience is like, rather than me telling you all about what your experience is like. But I think there's a way we can sort of fast track that by having peer specialists add that level of detail to us upfront so that we're not always taxing individuals to have to educate us each and every time if that's not something that supports their care in the short term.   Katie Vernoy  42:52 Exactly.   Curt Widhalm  42:54 There seems to be a lot of mixed evidence on the effectiveness of pure counselor type programs, with the United States in particular lagging behind a lot of other countries when it comes to the implementation of this, some of which is highlighted by some of the funding stuff that you're talking about within things like Medicaid, and we even see some of this going on and private insurance type programs where this stuff can't be implemented. What do you see is the difference between a successful incorporation of pure counsellors versus the ones that kind of fizzle out,   Jeff Kashou  43:32 it's going about it with a systematic approach. And that's I'd really emphasize either, you know, utilizing one of those toolkits, like I mentioned, the city of Philadelphia created, which is extremely comprehensive, and very much focused on the existing org and not necessarily on what peers need to be doing. But I think in the absence of that, it's really identifying just like with any big change that you want to make for a business, it's identifying, you know, what, you know, doing your SWOT analysis, and then looking at what is your measure? What's your success metric going to be? And how will you know you got there and then be flexible, to iterate and improve upon things as you move forward? Again, to that authenticity point, it's just like how we work with our, you know, our clientele, it's, you know, we don't expect perfect, but, you know, let's talk about what didn't go well, and let's improve upon it, we need to be able to do that authentically, as well. I think, unfortunately, in healthcare, and especially behavioral health care systems, where we're kind of the afterthought in terms of funding and attention and resources, you know, we just have always learned to make do and stay the course. And then on top of it, you have folks in power, who don't necessarily understand what we do, and they just kind of keep adding more and more stipulations and regulations and so on. And so it's also a matter of like, can you cut through some of that maybe sometimes even through the side door, like in California, we have our mhsaa funding that peer programs are oftentimes Funded there, which is very nice, and that they don't have to be capturing revenue through Medi Cal. This is through funding that has less requirements to it. But it's also pushing back and saying, do they really need to do this level of documentation? You know, so I do think it's a matter of like, thinking things through from bottom to top, like doing that assessment and really assessing yourself like, can we take this on, and being very brutally honest with yourself as a system of care, it's an exciting program, it's an exciting idea. It's one that can bring a lot of benefit. But you have to really understand what it is that you're bringing on. There's other companies that I've worked for that have said, you know, hey, we're, you know, one day down the line, we'll have peers and that way our current clientele can engage and give back, it'll be kind of a lower level service line. I think if you're thinking about it from that perspective, only, and really seeing the dollar signs as part of that image. It's not to say that, you know, money isn't the driver here, but it can't be that upfront. Otherwise, what you're doing is you're commoditizing, a service provider who is designed really to add value simply by them being there and engaging with clientele in that way, without necessarily generating dollars by increasing retention by increasing engagement in services. We know outcomes improve, when systems can demonstrate improve outcomes. Oftentimes, they're the ones that get the next grant are the ones that get the renewed contract, sometimes even a larger contract. So it's really, you know, credenza question in a short way. It's, it's all about approaching it systematically. And not just Yeah, that sounds really exciting. Let's do this.   Katie Vernoy  46:43 I think it has to be baked in, it can't be like, let's add this on to the program. It's almost like you have to build it from the ground up, to have these truly integrated into whatever the treatment program is.   Jeff Kashou  46:56 Yeah, there's kind of three different approaches that that Philadelphia tool toolbox outlines, just like that additive approach that I discussed, there's that selective approach. And then it's really taking on the one that has the greatest level of success is what's called a transformative approach, which a lot of systems are understandably nervous to take on. But to make a program successful, you have to be willing to transform things, sometimes top to bottom to make it work.   Katie Vernoy  47:21 Yeah, it's interesting, because the the program that I had, it was, it was baked in, it was like, my agency decided to do a wraparound program. And at the time, it was called an FSP. Program. And so as, you know, maybe you move clinicians into it, but it was like, here is how you do it. And it was baked in. So it wasn't like, Oh, you're already doing services, let's add this on. Functionally, maybe it looked that way. Because we had clients who then you know, like, followed their therapist, and then got these other services added on. But the program itself was well defined by LA County. And so there was discrete roles, there was training that was required. And like, especially with wraparound, there was like, a week long training where you, everybody went, and there were people from all different roles, and you went when you just first started and all the managers had to go to, so I had to go to it as well. And we would sit there for a full week and interact with other people in our same roles or in the in the peer or the you know, the all the different specialists roles. And so to me, it was, it didn't feel as chaotic because it was like it was completely structured. And it was baked in.   Jeff Kashou  48:31 Yeah, and a wraparound program is oftentimes very much set up for that, you know, they traditionally will have either bachelor's level providers as PSCs, or personal service coordinators, which truthfully appear would be phenomenal at which it sounds like that was the role that you had at your program. And because   Katie Vernoy  48:47 No we had we had bachelor's level folks, we had peers, we had a facilitator, and we had a therapist, so there was four or five people on the team.   Jeff Kashou  48:56 That's a tremendous program. You know, and we're the approach, you know, you've probably experienced this as well, the approach of a wraparound program is like whatever it takes, you know, this is a child, an individual, a family in such a challenging situation that we have to throw everything at this person that they need, and and some to get them to the, you know, to a better place.   Katie Vernoy  49:17 Yeah, yeah. I think it just is a good way to think about it as if you actually create a program from the ground up that includes these roles. I think that is stronger. I'm really glad that we're that we did this episode that we're talking about this related to our fixing mental health care in America. I know that it was mentioned in the RAND report, but I also recognize that one of the elements of this is it has been viewed. I think we did this in one of our more recent advocacy and workforce episodes as a way that we take away work from licensed credentialed mental health professionals and I really see this as an important adjunct a positive step forward. And I think we were able to really see that in the conversations that we had with our three guests today.   Curt Widhalm  50:08 And I mentioned a couple of times in the show, both this episode and recently about how little using supporting roles, like peer support specialists is actually taught as part of therapists education.   Katie Vernoy  50:22 Yeah.   Curt Widhalm  50:23 And there's a lot of emphasis on therapists education that's on what we as individuals can do to help with clients, but don't help us to look at the overall workforce system. And I'm echoing your happiness of this episode. And being able to amplify that really good. Mental, behavioral, emotional health treatments, takes a village. And it does take people from a lot of different viewpoints to really help create healing. And especially those people who have that lived experience and have a really great way of helping to help our clients interact with the system to be able to navigate it in ways that makes sense for them. So continuing to emphasize this will be part of our ongoing role in bringing mental health advocacy to the world. And we encourage you to do so as well.   Katie Vernoy  51:24 And for folks who were really interested in this, there are a lot of links in the shownotes that will help you with some of the some of these concepts, we've got the the guides and those things both onpattro and Jeff sent stuff over that are very helpful for folks who either want to be a peer support specialist or who want to implement those programs. So definitely feel free to reach out to us if can't find it on our show notes. But those things are just the really amazing resources that we were able to put down there.   Curt Widhalm  51:55 You can find those show notes over at MCSG podcast.com. And check out our social media out give us a like or a follow and schrinner Facebook group modern therapist group to further these discussions. And until next time, I'm Kurt Wilhelm with Katie Vernoy.   Katie Vernoy  52:11 Thanks again to our sponsor, trauma therapist network.   Curt Widhalm  52:15 If you've ever looked for a trauma therapist, you know it can be hard to discern who knows what and whether or not they're the right fit for you. There's so many types of trauma and so many different ways to heal. That's why Laura Reagan LCSW WC created trauma therapist network. Trauma therapist network therapist profiles include the types of traumas specialized in population served therapy methods used, making it easier for potential clients to find the right therapist who can help them. Network is more than a directory though its community. All members are invited to attend community meetings to connect consults, and network with colleagues around the country.   Katie Vernoy  52:52 Join the growing community of trauma therapists and get 20% off your first month using the promo code Mt. SG 20 at Trauma therapist network.com Once again that's capital MTS G the number 20 at Trauma therapist network.com   Announcer  53:09 Thank you for listening to the Modern Therapist Survival Guide. Learn more about who we are and what we do at MTSGpodcast.com. You can also join us on Facebook and Twitter. And please don't forget to subscribe so you don't miss any of our episodes.

The Pelvic Health Podcast
Movers & Mentors with Tim Reynolds, Julie Wiebe, Sandy Hilton and Biljana Kennaway

The Pelvic Health Podcast

Play Episode Listen Later Nov 22, 2021 58:42


Welcome to this international party episode of The Pelvic Health Podcast.  Movers & Mentors is a new book by physiotherapists Tim Reynolds and Bryan Guzski featuring the thoughts and advice from leaders in physiotherapy and movement science - a book in which I was asked to contribute to along with absolutely brilliant names, including both Julie Wiebe and Sandy Hilton.  Tim Reynolds asked to interview me about some of my answers to very cool questions in this book and I thought it would be more fun to have Julie and Sandy join, and decided to make it even more international and exciting by inviting another brilliant physio - Biljana Kennaway. I hope you all enjoy!!!! Find the book HERE Bios via link on the names above :) Bios: Bryan Guzski PT, DPT, OCS, MBA, CSCS (couldn't party with us for this episode) is an outpatient orthopaedic physical therapist practicing in Rochester, NY working primarily with patients with spine related issues and persistent pain. Bryan earned his Doctor of Physical Therapy degree from Ithaca College in 2014, completed an orthopaedic residency program through Cayuga Medical Center in 2015 and received his Orthopaedic Clinical Specialist certification, and earned a Master of Business Administration degree from Simon Business School at the University of Rochester in 2021.    Tim Reynolds PT, DPT, OCS, CSCS is a Clinical Assistant Professor of Anatomy & Physiology at Ithaca College and a part-time physical therapist practicing at Cayuga Medical Center in Ithaca, NY where he predominately treats patients with spine or lower extremity impairments. Tim earned his Doctor of Physical Therapy degree from Ithaca College in 2014 and completed both his orthopaedic residency and spine fellowship through Cayuga Medical Center, and currently helps mentor and teach in both of these programs as well.     

WSOU: Leadership with Darrell W. Gunter
Joshua Caruso - Leadership from a young person‘s point of view 09-05-2105

WSOU: Leadership with Darrell W. Gunter

Play Episode Listen Later Nov 21, 2021 29:25


What's in your secret sauce? My secret sauce has many ingredients: passion, desire, commitment, creativity, and knowledge. These are the ingredients I call Josh's Soul Fire Medley! Do you have what it takes to give it a try? My name is Joshua Caruso and I am a graduate of the Stillman School of Business at Seton Hall University. My major is Business Administration with a concentration in Marketing and Market Research. I have a deep passion for video games and technology. I've always had a deep curiosity for how people think and how people work. I believe this curiosity is why I always had an affinity for market research, marketing, and advertising. To get inside the mind of the consumer and create content people will enjoy. My previous internships and academic projects provided me with a firm foundation on how to manage projects and utilize the best business practices. As well as provide me with a solid foundation in market research and advertising. Ultimately, my long-term goal is to establish myself as a leader and innovator in the marketing and market research profession.

401(k) Fridays Podcast
TINA, The Economy & 401(k) Plans

401(k) Fridays Podcast

Play Episode Listen Later Nov 19, 2021 45:53


If you like 90's movies references, if your curious about who TINA is and you want some good perspective on what is going on with the markets and economy, we have a great show for you today. Joining me is Adam Philips, CFA & CFP, Managing Director for Portfolio Strategy at EP Wealth. Great stuff, hopefully you learn as much as I did!    As a reminder, if you are not subscribed to the podcast, do that today. You can go to your favorite podcast app and search 401(k) Fridays, or go to 401kfridays.com/subscribe and take care of it there.    Guest BIo: Adam Philips is the Managing Director, Portfolio Strategy / Partner at EP Wealth Advisors® where he helps establish asset allocation strategy as a member of the firm's Investment Committee. Adam also serves as the voice of the firm's investment strategy, and frequently provides market commentary across the media and in client communication pieces. Prior to joining EP Wealth Advisors® in 2014, Adam served as a Senior Portfolio Manager at City National Rochdale in Beverly Hills, where he specialized in research and portfolio construction while overseeing nearly $700 million on behalf of high-net-worth individuals, foundations, and trusts. Adam holds a Bachelor of Science in Business Administration from the University of Southern California (USC), and earned his Master's in Business Administration from the University of California – Los Angeles (UCLA). In addition, Adam holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, and is a member of the CFA Society of Los Angeles and the CFA Institute. Adam was named to the Forbes Best-in-State Next Gen Wealth Advisors in 2019. Adam lives in Palos Verdes with his wife and two children, Hunter and Madison.   401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 200 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

SharkPreneur
732: Green Leads with Michael Farrell

SharkPreneur

Play Episode Listen Later Nov 19, 2021 18:17


Green Leads Michael Farrell, Green Leads   – The Sharkpreneur podcast with Seth Greene Episode 732 Michael Farrell Mike Farrell is the CEO of Green Leads, a company that provides their B2B Technology clients, from startup to enterprise, with meetings, lead generation, and content syndication. Mike has an incredible track record of building companies and growing pipelines and ultimately revenue. He has extensive experience selling into B2B and public sector markets, building sales development organizations as well as developing channel partnerships.   Mike has 30+ years of sales, marketing and business leadership experience. He led the growth of By Appointment Only (BAO) for 15 years as Chief Operating Officer. His style of positive leadership helped BAO establish the pay-forperformance appointment setting category, helping to scale technology and SaaS businesses across North America. Prior to BAO, Mike was SVP of Sales at PC Connection (NASDAQ: CNXN), where he led the transformation to a B2B sales model, doubling revenue to $1.4B in his tenure. At CompuCom Systems (now a wholly owned subsidiary of Office Depot) Mike was VP of Sales of Public Sector after its acquisition of CIC System where he was VP of Sales, Marketing & Professional Services for the national IT solutions provider. Earlier in his career he held numerous sales leadership positions at CIC and Copley Systems where he was the integration specialist folding in the acquisitions of two firms to create the national footprint.He holds a BS in Business Administration from Merrimack College.   He is a member of AA-ISP, past President of the Hopkinton HS Athletic Booster Association, and is on the Board of Bright Spirits Children's Foundation. He and his wife of 30+ years, Kathleen, live in Massachusetts and have four adult children.   Listen to this illuminating Sharkpreneur episode with Mike Farrell about his company, Green Leads. Here are some of the beneficial topics covered on this week's show: - How Green Leads is a B2B lead and appointment generation company. - Why need good content to bring in and generate new leads. - How opt-in leads are a big deal due to data privacy concerns. - How Green Leads can help your business reach a new audience. - Why big companies choose to hire Green Leads as one of their many vendors.   Connect with Michael: Guest Contact Info Twitter @greenleads Facebook facebook.com/greenleads LinkedIn linkedin.com/in/michaelfarrell24 Links Mentioned: GreenLeads.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing Putting Your Financial

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Nov 18, 2021 22:37


Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action.Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.Learn More: https://www.pinnaclewm.com/ Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor.Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management's web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management's current written disclosure statement discussing Pinnacle Wealth Management's business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordinglyInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-putting-your-financial-house-in-order

Business Innovators Radio
Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing Putting Your Financial

Business Innovators Radio

Play Episode Listen Later Nov 18, 2021 22:37


Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action.Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.Learn More: https://www.pinnaclewm.com/ Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor.Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management's web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management's current written disclosure statement discussing Pinnacle Wealth Management's business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordinglyInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-putting-your-financial-house-in-order

#BIZ with the Beard
Episode #55: Claiming Victory with Patrick Huey of Victory Independent Planning

#BIZ with the Beard

Play Episode Listen Later Nov 18, 2021 63:45


Patrick Huey is an investment advisor representative and owner of Victory Independent Planning, LLC. He is the author of two books: "History Lessons for the Modern Investor" and "The Seven Pillars of (Financial) Wisdom"; He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He has a Bachelor's degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Patrick also served as a Naval Flight Officer from 1996-2005 earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals. Listen in as we discuss: What historical figures resonate the most with today's market? What you need to know about history that will help you navigate today's market? Why the Victory Pillars of Expertise, Stewardship[p, and Value are so important! --- Send in a voice message: https://anchor.fm/biz-with-beard/message Support this podcast: https://anchor.fm/biz-with-beard/support

Leadership Under Fire
Miracle in Afghanistan‘s Hindu Kush with Shaun Cullen, FDNY and Air National Guard

Leadership Under Fire

Play Episode Listen Later Nov 18, 2021 86:41


This episode of the Optimizing Human Performance Podcast is hosted by Leadership Under Fire Founder Jason Brezler. Our guest is Shuan Cullen, a native New Yorker who graduated from Iona College in 2001 with a Bachelor of Business Administration in Finance and International Business. He played Division 1 water polo and swam for the Gaels while attending Iona. Upon graduation, Shaun went to work for Goldman Sachs in August of 2001. He left Goldman in August of 2002 to take an EMT course and joined the ranks of the FDNY in February of 2003. Upon completion of Proby school, Shaun was assigned to 54 Engine in Midtown Manhattan. He transferred to Squad 1 in 2013, was promoted to Lieutenant in 2017 and is presently assigned to Ladder 1 in Lower Manhattan. Shaun entered the Air National Guard in 2004 and was commissioned in 2005. He completed Undergraduate Pilot Training at Laughlin AFB in Del Rio, Texas, and rotary qualification at Fort Rucker, Alabama. Upon graduation from pilot training, he was assigned to a Combat Search and Rescue/Personnel Recovery unit in Westhampton Beach, NY. Shaun made two combat deployments to Afghanistan and participated in hurricane rescue and recovery, wildfire support, NASA Shuttle launch and recovery, and civilian SAR missions.

Love in Action
On Closing the Gender Gap with Colleen Ammerman and Boris Groysberg

Love in Action

Play Episode Listen Later Nov 18, 2021 46:22


Colleen Ammerman is the Director of Gender Initiative at Harvard Business School. She has authored various articles and teaching materials on gender and work, and her research with Harvard Business School Alumni examines how race, gender, and other factors shaped their life and career experiences after grad school.  Her colleague is Boris Groysberg, Professor of Business Administration. He is the author of the award-winning book Chasing Stars: The Myth of Talent. A frequent contributor to Harvard Business Review, Boris has written more than 100 articles and case studies on how firms hire, engage, develop, retain, and communicate with diverse talents to create inclusive cultures. Their book, Glass Half Broken: Shattering the Barriers That Still Hold Women Back at Work, aims to peel open the curtain on the pervasive managerial actions and organizational obstacles that perpetuate the gender gap. They are joint guests in this week's episode of Love In Action, sponsored by Duck Creek Technologies. We've made high strides in the fight for gender equality for the last 10-15 years, Marcel says. The gap between the percentage of men and women in the workplace has been the lowest in history as of two years ago. However, women remain underrepresented in positions of authority, despite making up roughly half (and sometimes the majority) of the workforce. [1:32] “It can be easy to be a little cynical and pessimistic when you realize how far we have to go even though we've made so much progress,” Colleen comments. “But doing the research for the book made me feel inspired and hopeful, after talking to a lot of people who were committed to being change agents.” [10:02] “[In writing the book], we were trying to do something that would be [both] rigorous and actionable,” Boris shares. “We were determined to write a book that will have practical implications for organizations [and] managers. The other thing that we were trying to do was… see if we could actually get men involved in creating more diverse and more inclusive organizations. If the [specific] group of people is not involved [in that process]... we will only make minimalistic progress, at best.” [11:07] Colleen witnessed first-hand how many women's self-confidence had been chipped away when they realized their path to success was littered with seemingly impossible hurdles and obstacles. It's a loss of human potential, she adds. Even women with advantages like an education from Harvard were finding their paths blocked. [15:50] The main difference between men and women is sociological in nature, not biological, Colleen claims. Their behavior looks different, but if you investigate it, you will find that it's because they are experiencing a different environment, even on the same team or in the same organization. The difficulties women face in moving up the ranks is due to how they are treated, and not caused by gender makeup. [19:26] Women fall through the cracks in moving up the ranks at every level, according to Boris. It happens in hiring, integration, development, promotions, compensations, and across the board. “This cumulative effect is why we have organizations that still aren't very inclusive,” he remarks. “Additionally, many companies are more focused on the D in D and I. Diversity is about counting the numbers, but inclusiveness is about making the numbers count.” [29:27] A special thanks to our sponsor, Duck Creek Technologies for making the episode possible. Built for insurance, by insurance. Duck Creek Technologies offers the vision and tools you need to drive your business in 2021 and beyond. Visit www.duckcreek.com to learn more. Resources Colleen Ammerman on LinkedIn | Twitter Boris Groysberg on LinkedIn Glass Half Broken: Shattering the Barriers That Still Hold Women Back at Work

The Patriots In Tune Podcast
REP. MARJORIE TAYLOR GREENE & CATTURD - Political Cheesecake - Patriots In Tune Show - Ep. #493- 11/17/2021

The Patriots In Tune Podcast

Play Episode Listen Later Nov 17, 2021 127:20


REP. MARJORIE TAYLOR GREENE   Joins Toots Sweet, Jewels Jones & Catturd   Political Cheesecake - Patriots In Tune Show - Ep. # 493   Tune In Patriots, to “Patriots In Tune"

YoCreoEnTiii
OMAR DABDOUB | PRESIDENTE DE JÓVENES INDUSTRIALES CANACINTRA | YO CREO EN TIII

YoCreoEnTiii

Play Episode Listen Later Nov 16, 2021 32:07


https://www.instagram.com/yocreoentiii/ En esta ocacion invite al Presidente de Jovenes Industriales de Canacintra para que nos platique cual es el beneficio y cual es la intención de ser parte de este tipo de camaras.  Hablamos del evento "La voz de los Jovenes" El objetivo del evento es promover la cultura de emprendimiento en la región del Estado de Coahuila y así abonar a la reactivación económica luego de los estragos provocados por la pandemia de COVID 19. La Voz de los Jóvenes está compuesto de 4 actividades: 4 conferencias magistrales, la competencia entre emprendedores Fuerzas que Emprenden con un premio acumulado de $150,000.00, la dinámica de Mesa de Negocios entre Jóvenes y rifas.  

WhyMe with Vera-Lee - Why Me?
Avoiding Confrontation with Vera-Lee

WhyMe with Vera-Lee - Why Me?

Play Episode Listen Later Nov 16, 2021 9:32


Vera-Lee asks you some tough questions that bring insight into your own behaviour when it relates to confrontation as well as some tips for how to stop running away and negotiate a better environment to discuss the issues and be able to free yourself (and the others involved) to move on from the issue.Do you know the difference between and dream and a goal? Spoiler alert! It's the movement! The action you take. That's the big secret. That's where the WhyMeMovement is all about the actions we take including the decisions we make - discovering the opportunities to grow and learn through adversity. Vera-Lee has a special interest in helping people on a weight loss  journey, particularly those who relate to morbid obesity, former/forever athletes, pre or post weight loss surgery, chronic illness and disability. Vera-Lee understands how to help you with the emotional and mental side of weight loss and conditioning, using a combination of techniques and allied professionals to best support your unique needs.She is a forever athlete who applies techniques for calm yet powerful coaching/mentoring sessions to help you achieve goals and improve your personal and professional confidence in every area of your life.If you really want to achieve results in your life and you are ready to commit to the process with Vera-Lee, who understands what it is like to overcome adversity, time and time again, you can book your discovery call now by clicking this link  to find out how she can help you overcome your obstacles and rediscover passion and confidence to set and achieve those goals you desire. Vera-Lee has a specific interest in helping others with discovering a new approach to weight loss for people with disabilities, chronic illness, and who have been and are forever athletes and now dealing with unfamiliar territory of weight issues after a competitive career.Vera-Lee provides one to one and group coaching Click here to start the conversation on social media with Vera-Lee and experience her unique ability to help guide you through to your optimal state of living. Vera-Lee is from Australia and has an extensive background in Education, Sports Coaching and Business Administration and Leadership with Management Consulting. If you thought of someone who might find value in this podcast episode today, you can share the link and use it as an opportunity to let this person know you are thinking of them today, continuing the connection and relationships that foster hope and togetherness.Support the podcast and movement with a small donation here or contact Vera-Lee to discuss a sponsorship for the show to help our impact reach even further and inspire, connect and empower more people who want to life life to their fullest capacity. We appreciate your support to help the ongoing costs involved with producing this show for people in over 20 countries (at the time of this release).Vera-Lee launched in the top 30 iTunes charts in multiple countries after her training and has a loyal and growing audience who love the content being produced. #whymemovement #wtflab #weightloss #adversityistheniche #whymegirl #chewtheflab #flabtalks #flabbyfriday #weightloss #theadversityqueen #mentalhealthwarriors #foreverathlete #whymewednesday #whymepodcast #embrace #inspire #empower #connect

R.O.G. Return on Generosity
58. Deborah Hart - Seeking Feedback

R.O.G. Return on Generosity

Play Episode Listen Later Nov 16, 2021 29:58


58. Deborah Hart - Seeking Feedback “I don't think of myself as anything to do with my title. But that means something to people. When you call and you take time out of your day, that they consider very busy to ask them how they are.” Guest Info: Married to Shel, they are proud parents to twins, Axel & Soleil. And she is a Stepmom to: Dylan, Ashley, and Austin. In the community, Debbie enjoys volunteering and spending time with her “mommy tribe.” Originally from Rochester, New York, she earned her undergraduate degree from Rollins College in Organizational Behavior with a minor in Business Administration. To remain centered, Debbie focuses on her faith and fitness. She begins each day filling her soul and ends the day with gratitude. Started with Disney on the College Program as a Magic Kingdom Merchandise Hostess. Prior to 1999: Leadership roles in Attractions, Merchandise, and Custodial at Disney's Hollywood Studios, including Guest Satisfaction/Cast Excellence Manager. This parlayed into her first “official” role in Human Resources as a Guest Satisfaction/Cast Excellence Consultant for Resorts & Parks. From 1999-2007: Human Resources leadership and expertise supporting multiple business units, including: Resorts, Downtown Disney, Magic Kingdom, Disney Cruise Line, Professional Services, Worldwide Services, and HR Services & Compliance. From 2007-2017: Director of Experience Services for Walt Disney World, including: Guest Correspondence (letters), Guest Information & Collateral, Resort Call Center, Operations Measurement, and Operations Planning. She was a key strategic partner to the Walt Disney World Senior Leaders for large-scale transformation efforts. From 2017-2019: General Manager at the Magic Kingdom, generalist focused leadership for: Tomorrowland, Main Street / Park Arrival, and Merchandise Line of Business. From 2019-2021: Vice President of the WDW Cast Experience team, leading Workforce Management, Operations Training, and efforts focused on enhancing our Site-wide Cast Experience. Favorite Quote: “We do not remember days, we remember moments” — Cesare Pavese   R.O.G. Takeaway Tips: Seek Feedback Offer Feedback Make personal connections Resources: Deborah Hart on Twitter (@DebbieBellavia) Deborah Hart on LinkedIn   Coming Next: Episode 59, we will be joined by Shakeel Bharmal, Teacher, Mentor and Coach and CEO of OceanBlue Strategic Advisors   Credits: Deborah Hart, Sheep Jam Productions, Host Shannon Cassidy, Bridge Between, Inc.

Ask Win
Win Charles interviews Katiuscia Baggio on bing an International Coach

Ask Win

Play Episode Listen Later Nov 16, 2021 32:27


Ask Win: http://askwin.weebly.com. Please donate to Ask Win by going to Payment Venmo Win1195 at https://venmo.com/. Win Kelly Charles' Books: https://www.amazon.com/Win-Kelly-Charles/e/B009VNJEKE/ref=dp_byline_cont_book_1. Win Kelly Charles' MONAT: https://wincharles.mymonat.com.   On Ask Win today (Friday, December 18, 2020), Best-Selling Author, Win C welcomes Katiuscia Baggio. Katiuscia was born in Castelfranco Veneto, Italy. Since 2007 has lived in Asolo, an ancient medieval Italian village in the province of Treviso. She has a degree in educational sciences, with specialization in "corporate training and adult learning," awarded by the University of Padua. She has a Master's Degree in Business Administration (MBA) from the University of Kansas, USA, in collaboration with CIMBA. She has trained as an executive coach at the Results Coaching System school (now called Neuroleadership Institute) in London, obtaining certification from the International Coach Federation (ICF), first as ACC in 2009 and then as PCC in 2017. Katiuscia has been a leadership trainer and coach since 2007. She helps business people develop their soft skills and create positive relationships with themselves and others. For 17 years, she has been the executive education director of CIMBA Italy. She has worked with people and companies internationally, delivering her training and coaching activities both in Italian and in English, in Italy and abroad. Its main users were American university students, participants in the Master of Business Administration of CIMBA, international companies and managers. Katiuscia has been also a lead trainer in an ICF coach training program, training new coaches. In 2019, she decided to create her own venture and become a digital entrepreneur, thanks to the creation of online courses for a global audience. Katiuscia loves traveling, going to the mountains, and improvising in everyday life. She is the author of the book "Improvise and Succeed", available in English and Italian (Improvvisare per Vincere). To learn more about Katiuscia visit www.katiusciabaggio.com.

Energy Thinks with Tisha Schuller
Fueling the Workforce with Xuan Yong

Energy Thinks with Tisha Schuller

Play Episode Listen Later Nov 16, 2021 30:01


Guest host Anne Carto, director of client strategy and sustainability at Adamantine Energy, welcomes Xuan Yong, CEO and co-founder of Workrise, to the Energy Thinks Podcast. Anne and Xuan discuss:·        Workrise's commitment to customers and the skilled labor workforce;·        Retaining employees that support your company's mission and vision;·        What Workrise is doing differently to disrupt the industry through empowering employees;·        Skilled labor shortages and enhancing workers' marketability;·        Building company success by empowering your team;·        Ensuring corporate employees understand the field experience firsthand; and.·        Lessons to learn from the changing energy landscape.Xuan Yong is the CEO and co-founder of Workrise, a workforce management company that provides professional training, networking opportunities, and other resources to people looking for jobs and businesses looking for workers in industries including solar, upstream and midstream oil and gas, wind, construction, and defense. The company, which was previously known as RigUp, was rebranded in February 2021 to reflect its growth across multiple industries and the company's mission of empowering hard workers. Prior to his start at RigUp in March 2014, Xuan served as an analyst at multiple companies including Citadel Investment Group, Kortright Capital, D.E. Shaw & Co., and Goldman Sachs. He received his Bachelor of Business Administration in finance and economics from Texas A&M University.Subscribe here for Tisha's weekly "Both Things Are True" email newsletter. Follow all things Adamantine Energy at www.energythinks.com. Thanks to Lindsey Slaughter, Adán Rubio, and Michael Tanner who make the Energy Thinks podcast possible. [Interview recorded on October 28, 2021]

cityCURRENT Radio Show
Nashville Radio: Jason Foundation -Youth Suicide Prevention and Awareness

cityCURRENT Radio Show

Play Episode Listen Later Nov 14, 2021 15:10


Host Jeremy C. Park talks with Clark Flatt, President of the Jason Foundation, Inc. (JFI), who shares the story of founding the nonprofit in October 1997 after the tragic death of his youngest son, 16-year-old Jason, to the "silent epidemic" of youth suicide. Since its founding, JFI has grown to be one of the nation's leading nonprofits addressing the national health crisis of youth suicide. The Jason Foundation, their National Community Affiliates and National Awareness Affiliates create a national network of over 140 local affiliate offices in 39 states. This network makes available programs and services for all fifty states. JFI has never charged, since their inception, for any program or resource they have contracted to provide. During the interview, Clark talks about their programs and impact, how suicide impacts our communities, what we can do to help prevent this tragedy, and how the community can help.Clark Flatt - President / Founding Member Jason Foundation, Inc.,B.S. Business Administration, TN Technological University (1973),Masters of Divinity – Vanderbilt University (1976)Clark Flatt is a nationally recognized speaker on the topic of youth suicide awareness and prevention. With over 20 years in the field of suicide prevention, Mr. Flatt, as President of The Jason Foundation, Inc., leads one of the nation's oldest and largest non-profits whose mission is addressing the national health crisis of youth suicide.The Jason Foundation, Inc. (JFI) was founded in October of 1997 after the tragic death of Clark's youngest son, 16-year-old Jason, to the “silent epidemic” of youth suicide.  Since its founding, JFI has grown to be one of the nation's leading non-profits addressing the national health crisis of youth suicide.  The Jason Foundation, their National Community Affiliates and National Awareness Affiliates create a national network of over 140 local affiliate offices located in 39 states. This network makes available programs and services for all fifty states. JFI has never charged, since their inception, for any program or resource they have contracted to provide.Clark and his wife, Connie Flatt, have two sons; John A. Flatt, M.D., a Pediatric Neurologist and Jason Flatt, deceased at age 16 in 1997.Learn more:Website:                www.jasonfoundation.comFacebook:             https://www.facebook.com/JasonFoundation/Instagram:             https://www.instagram.com/thejasonfoundation1997/Twitter:                  https://twitter.com/jasonfoundationLinkedIn:               https://www.linkedin.com/company/the-jason-foundation-inc-/?viewAsMember=trueTN Project :           www.tnwontbesilent.comDonate:                https://jasonfoundation.com/get-involved/make-a-donation/For those needing help, call 1-800-273-TALK or text JASON to 741741.

The Mindful Experiment Podcast
EP#327 - Freedom Through Intimacy

The Mindful Experiment Podcast

Play Episode Listen Later Nov 12, 2021 33:26


In this episode, I had the pleasure of sharing space with Lana Elco.   We discussed removing the EGO, breaking through the conditioning we have experienced through our generations, culture, and through family and friends.  We discuss the conditioning also of intimacy and our roles as feminine and masculine energy. We also dive into breathwork and how, in tantric work, the breath creates a better connection with ourselves to dive deeper into having deeper relationships with self and our partner. Enjoy the show! Who is Lana Elco? Lana specializes in working with prominent visionary women and leading women entrepreneurs on their most intimate relationships & deeply private areas of life. Her focus is guiding her clients into the deepest level of intimacy and transforming their intimate relationships into a work of art.  Lana believes that our intimate relationships are overdue for transformation. Many modern women don't feel fulfilled with old outdated relationship containers anymore. There is still a lot of social and cultural conditioning in the area of intimacy and relationships that create walls of separation between feminine and masculine.  Lana offers a new perspective and creative approach to intimacy and relationships. Her relationship models are based on the Tantric Sacred Union approach enriched by the insights of transpersonal psychology, NVC, the feminine empowerment movement, and Lana's genius direct downloads.  Lana guides women on the journey of discovery and exploration within their own Intimate Universe. In her work, she utilizes highly experiential tools and facilitates practices in expanded states of consciousness.  Ukrainian-born, Lana followed her intuition and moved to California where she met her soul partner and started her life from scratch. Lana has a Master's Degree in Social & Political Sciences, Business Administration, studied transpersonal psychology and is certified with Grof Transpersonal Training, trained in NVC (Non-Violent Communication), Zegg Psychodrama, Intimacy, and Tantra. She has been working with cross-cultural couples and women from all over the world on their relationships. How to Connect?  Website: https://www.lanaelcocoaching.com Facebook: https://www.facebook.com/groups/herintimateuniverse Instagram: https://www.instagram.com/lana.elco/ FREE OFFER: https://lanaelcocoaching.lpages.co/the-inventory-of-your-relationship-container/ ---------------------------- Connect with Dr. Vic... Website: www.EmpowerYourReality.com Facebook: www.Facebook.com/drvicmanzo Instagram: www.Instagram.com/drvicmanzo LinkedIn: www.LinkedIn.com/in/drmanzo   Check out my books: https://amzn.to/3gzr9XT   Do You Want to DOUBLE Your Profits while leading a SOUL-FULL Life?  Let's jump on a FREE 30-minute call... www.callwithdrvic.com   About Dr. Vic... I'm Dr. Vic Manzo Jr., a Pediatric/Family Wellness Chiropractor, Holistic Practitioner, Transformational Mindset Coach, Influential Author, Inspirational Speaker, and the host and creator of The Mindful Experiment Podcast. I teach entrepreneurs how to DOUBLE their profits while working less in 90 days! Check out my socials and if interesting in a discovery call with me, visit www.TheProsperousMindExperience.com.  

THINK Business with Jon Dwoskin
Problem Solving To Minimize Taxes

THINK Business with Jon Dwoskin

Play Episode Listen Later Nov 12, 2021 29:47


Jon and Jim talk about how to build your wealth with Maria Montie, Managing Partner at ShindleRock. Maria specializes in tax planning and compliance for individuals, estates, trusts and mid-market businesses. Adept at interpreting tax legislation and its myriad applications, Maria works with clients to maximize their tax advantage and establish strategies for gifting and estate planning. She is a trusted strategic advisor to clients ranging from business owners in service-based industries and professional practices to high net worth individuals. She also leads the firm's litigation support team, assessing value and damages for clients involved in matters such as business disputes, marital dissolution, and business acquisitions. She assists legal teams with report preparation and analysis, tracing of assets, asset valuation, investigation of financial statements, and expert testimony in court if necessary. Maria is a member of the American Institute of Certified Public Accountants, the Michigan Association of Certified Public Accountants, and has earned accreditations as an MAFF (Master Analyst in Financial Forensics) and a Certified Valuation Analyst. She holds a Bachelor of Science in Business Administration from Lawrence Technological University and Masters of Science in Taxation with a concentration in Estate Planning from Walsh College. Maria was named to the “”Accounting Today”” 2013 Managing Partner Elite list and was the organization's Accountant of the Month in October 2011. She is a rock climbing enthusiast who stays in shape on the ground with regular Cross Fit workouts.   Investment advisory services are offered through Motive Wealth Advisors, a DBA of tru Independence Asset Management, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Any material discussed is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.   Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Jim Niedzinski: Website: www.motivewa.com LinkedIn: linkedin.com/in/jimniedzinski Email: jim@motivewa.com   Connect with Maria Montie: Website: https://www.shindelrock.com/ Facebook: https://www.facebook.com/shindelrock/ LinkedIn: https://www.linkedin.com/company/shindelrock/ Instagram: https://www.instagram.com/shindelrock

Hindsight HacKing
Stop The Bottleneck and Distant Assistants with Jaime Jay

Hindsight HacKing

Play Episode Listen Later Nov 12, 2021 35:26


Today on Hindsight Hacking the guys had a little fun talking Stanley Cup, racing in Denver, living in Alaska and oh yeah we talked business for a little while. Jaime Jay is a shareholder of Bottleneck Distant Assistants. Founded in 2016, Bottleneck is an outsourcing agency that assists leaders in cultivating and identifying remote-based dedicated distant assistants. After a twelve-year career in corporate America, Jay studied Business Administration and Management at Florida Institute of Technology and ventured out on his own as an entrepreneur in 2006. A veteran US Army paratrooper who received the Army Achievement Medal for Meritorious Service, Jay likes networking with big-picture thinkers and proudly proclaims he is unemployable. In his spare time, he enjoys playing hockey, camping, boating, playing guitar, shooting guns, traveling, and spending time with his wife, Sara, and their dog, Nikita. Many business leaders don't know how to get out of their own way. In Quit Repeating Yourself, author Jaime Jay shares how he built a seven-figure business by focusing on the power of creating systems and processes so he could stop doing the wrong things and focus on doing his best work. After other business professionals kept asking him to explain what he was doing differently, Jay compiled his best strategies and systems, hoping readers could learn from his successes and his mistakes. Through personal stories and professional examples, he teaches leaders how to build a strong company foundation using small and actionable steps. Inside Quit Repeating Yourself you will learn: * How to build a positive company culture through effective leadership skills.* How to create systems based on company experiences.* How to improve recruiting and hiring processes for today's competitive markets. Quit Repeating Yourself provides guidance for entrepreneurs, business leaders, and managers to help prevent unknown challenges from ruining their business. Connect with Jaime: https://bottleneck.online/https://quitrepeatingyourself.com/https://www.facebook.com/heyjaimejayhttps://www.linkedin.com/in/jaimejay/ Connect with Cory and Ron: Head over to Https://profitswithpodcasts.com to find out more about how your can easily launch and monetize a podcast. Or maybe you would like to learn more by jumping on a call with the guys?  Just book a time that works for you! https://calendly.com/hindsighthacking/connect?back=1&month=2020-11 And you can find Cory and Ron on a few social channels!https://follow.coolhttps://www.facebook.com/coryecarter Or you just want to check out their websites:Https://gethhm.comHttps://impactorsmastermind.com 

Creative Capital
Creative Capital Podcast 114: Building Your “Nest Egg” with Aileen Prak

Creative Capital

Play Episode Listen Later Nov 12, 2021 52:47


Aileen is a Finance Team Lead at NASA Jet Propulsion Laboratory. She has experience managing financial budgets for projects over $900M. She received her Master of Business Administration from Northeastern University. Today, Aileen and her husband invest in multifamily syndications and are continuing to expand their passive income!   In this episode, Aileen talks about how you can build your “nest egg” by scaling up your passive income through real estate investing. She talks about how she was able to expand her network and why communication is key in this industry. Aileen also talks about how she and her husband benefited from starting their own podcast in terms of networking and relationship building. Listen in! [00:01 - 09:55] Introduction     An overview of the episode Welcoming Aileen to the show Aileen shares her background The reason why she started her real estate journey   [09:56 - 19:17] Communication is Key in Real Estate   Why multifamily syndications suited their lifestyle the best How Aileen and her husband learned more about multifamily syndications Expanding their network Starting their own podcast What it's like working with your spouse in real estate investing Getting past the communication barrier   [19:18 - 28:10] How Podcasting Will Benefit Your Real Estate Business   What sparked Aileen's interest in starting a podcast The convenience of listening to podcasts Learning from other people Creating a thought leadership Networking through podcasting The positive impact of having your own podcast [28:11 - 38:45] Building Your “Nest Egg”   What exactly is passive income? How monthly distributions have worked for Aileen and her husband The secret to scaling up your passive income It's all about taking action How Aileen is able to find sponsors Aileen's advice to those who want to start Understand your “why” Always add value [38:46 - 42:47] The Pod Decks Segment   If you were a superhero, what would your superpower be? What is the coolest thing that you've ever done at a job? [42:48 - 52:46] The Core Four   What is your favorite real estate-related book? Best Ever Apartment Syndication Book (link below)  What do you think your unique skill is that helped you become successful? Being as relatable as possible Tell me something that's true about real estate that almost nobody agrees with you on That it's hard to get into real estate What one piece of advice would you give the listeners wanting to succeed in real estate investing? Open up yourself to the possibilities Bonus round! Connect with Aileen! A summary of the episode Closing words Key Quotes:    “When you put yourself in a little bit more of an uncomfortable situation, I think that that's where you grow the most.” - Aileen Prak   “Some people, like you said, might have gotten to that point really quickly, but that's not everybody. It's just doing your consistent actions, networking with the right people, continuously moving forward, and just taking those actions, well-educated actions.” - Aileen Prak   “It's just really putting yourself out there and just letting people know what you're interested in. I guarantee you, somebody will be able to help point you on the right path.” - Aileen Prak   “Sometimes, you put your limitations on yourself, you're capped at a certain level that you're in, but it's really just a mental mind block that you're putting on yourself. You're holding yourself, you're sending your own limitations. When you open up your mind to other possibilities out there that you can do bigger and better things, I think it opens the doors to a lot of different things.” - Aileen Prak Resources Mentioned:   Best Ever Apartment Syndication Book Connect with Aileen on LinkedIn and via email! You can reach and connect with me on Facebook, LinkedIn, Instagram, and Youtube  For more information about Ferrari Capital visit us on our website https://www.ferraricapital.com   SUBSCRIBE to this podcast for more episodes on how to create your own future through smart and lucrative investments.  LEAVE A 5-STAR REVIEW and share this podcast with someone you know who wants to experience massive growth and success in their business.   Listen to our previous episodes here 

Grid Talk
Iowa's Wind Power Boom

Grid Talk

Play Episode Listen Later Nov 11, 2021 24:43


Iowa is a national leader when it comes to satisfying electric demand with renewable energy and it is poised so get greener. In this episode of Grid Talk, host Marty Rosenberg talks with Mike Fehr who is Senior Vice President of Renewable Generation and Compliance at MidAmerican Energy. The company serves customers in Iowa, Illinois, South Dakota and Nebraska. In Iowa, 60 percent of electric needs are generated with wind. Fehr talks about what it will take to get to 100% renewable generation.“I think it's going to be really exciting to see all of these different technologies that are really pretty early, kind of in their infancy, competing to fill in that gap that's created when you get too reliant on just renewables,” said Fehr. “Which of those technologies are stepping up and really being able to be the economic solution to ensure reliability in a grid that has more and more intermittent generation?”Transmission will also have to evolve. “I think the transmission grid itself is going to have to become more robust so I think we'll really see large investments in transmission. If it's windy in one part of the energy market and not very windy in another part of the market, you can get a more stable level of production within the market even from just the intermittent generation.”Mike Fehr has been with the Berkshire Hathaway Energy family of businesses since 2010. He is responsible for the operations of MidAmerican's growing renewable generation fleet, which currently includes more than 3,000 wind turbines, as well as maximizing the output of renewable generation and developing long-term operations plans for the future. Mr. Fehr earned bachelor's degrees in animal science and mechanical engineering from Iowa State University and a Master of Business Administration degree from the University of Kansas.

The Hoffman Podcast
S3E26: Indigenous Wisdom – Anita Sanchez, Elizabeth Lindsey, Tim Harjo

The Hoffman Podcast

Play Episode Listen Later Nov 11, 2021 52:15


Today's episode is a dynamic conversation with Anita Sanchez, Ph.D., Dr. Elizabeth Lindsey, and Tim Harjo about Indigenous Wisdom. Our guests initially came together as a panel to speak about the Hoffman Process during our first-ever virtual Hoffman Conference in April 2021. Their panel discussion titled, Indigenous Voices: Answering the Call to Mend Our World, offered profound wisdom for all of us to heed in these times. Each has been a solo guest on our podcast (links below). Now, we've invited them back to share this wisdom with you. A beautiful part of this conversation is how the Hoffman Process overlaps with Native culture. All three of our guests find the Process to be aligned, and even the same, as elements of their culture. What they share is truly beautiful about what it means to do the inner work in order to realize who we really are. Tim, Elizabeth, and Anita share these core beliefs:  separation is an illusion, we are never alone, we must remember who we are, and our modern lives are in need of indigenous wisdom. As Anita suggests, we invite you to "listen with soft ears and expanded heart." More About Our Guests Tim Harjo Timothy Harjo Tim is a member of the Fort Sill Apache Tribe. As a child, he was a student at an Indian Boarding school, as were other members of his family. He did his Process as part of Hoffman Institute's Leadership Path while a student at Harvard's Kennedy School of Government. As the General Manager of KNMQ Television in Albuquerque, NM, his vision is to amplify Native voices into the mainstream conversation around how we live with each other and with our Mother Earth. Tim earned a B.S. degree in Management from Fort Lewis College in Durango, CO. He then earned his Juris Doctorate is from Arizona State University. Tim received his Master's Degree in Public Policy from Harvard University. He also holds a Master's Degree in Business Administration from California State University, Northridge. Hear more of Tim's story on the Hoffman Podcast. Dr. Elizabeth Lindsey Dr. Elizabeth Lindsey Dr. Elizabeth Kapuʻuwailani Lindsey is the first Polynesian Explorer and female Fellow in the history of the National Geographic Society. Growing up on a remote part of the north shore of Oahu, Elizabeth spent a great deal of time with her indigenous elders. She learned a love for the land early on and shares stories from this time. A cultural anthropologist and award-winning filmmaker, Elizabeth travels to the world's most remote regions as a conservationist of indigenous wisdom and an advocate for social, environmental, and cultural justice. Her keen insights and first-hand accounts from the world's most fragile regions are reshaping Western perspectives on global leadership. Hear more of Dr. Elizabeth Lindsey's story on the Hoffman Podcast. Anita Sanchez, Ph.D. Anita Sanchez, PhD Aztec and Latina, Anita is devoted to bridging Indigenous wisdom and modern times. An author, trainer, and speaker, she works with Fortune 500 corporations, businesses, educators, and non-profit organizations.  Her work focuses on cultural transformation, diversity and inclusion, and the empowerment of women. She also focuses on bridging indigenous wisdom and science for business and societal renewal. Anita's international award-winning book, The Four Sacred Gifts: Indigenous Wisdom for Modern Times, is published by Simon & Schuster. Anita leads an annual journey into the sacred headwaters of the Amazon to learn from the Achuar and Sapara people, and reconnect to nature. Hear more of Anita Sanchez' story on the Hoffman Podcast.   Discover if the Process is right for you. Subscribe on Apple/iTunes

THINK Business with Jon Dwoskin
Build For The Now and The Next

THINK Business with Jon Dwoskin

Play Episode Listen Later Nov 10, 2021 32:53


Jon talks with the leadership team at Berkadia, Ernest Katai, Keith Misner, Mike Miner and Dori Nolan, about real estate, the market, leadership and the power of teamwork! Ernest Katai Executive Vice President, Head of Production Ernest Katai is Executive Vice President, Head of Production and a member of Berkadia's Management Committee. In this role, Mr. Katai oversees approximately 240 experienced mortgage bankers and investment sales advisors. Under his leadership, the company's mortgage banking division has grown by 90 percent, while investment sales have increased by 103 percent. In 2019, Berkadia's combined production volume of loan origination, investment sales and JV equity placements exceeded $36 billion. Mr. Katai has been with Berkadia and its predecessors' companies for more than 25 years, working as a leading mortgage banker throughout his tenure. Prior to his current position, Mr. Katai led the Detroit Office to the top originating office in the State of Michigan. The office now regularly produces mortgage banking and investment sales volume of approximately $2 billion annually. Mr. Katai has an extensive background in loan origination that includes construction lending, interim loans, structured loans, tax free financing, joint ventures and equity investments. Mr. Katai has originated transactions with more than 50 capital sources including multiple life companies, credit companies, banks, conduits, and pension funds. Previously, Mr. Katai did construction lending for Comerica Bank and real estate structured credit financing for Ford Motor Credit. Keith Misner Senior Vice President, Head of Investment Sales Keith Misner is Senior Vice President, Head of Investment Sales and a member of Berkadia's Management Committee. In this role, he is responsible for accelerating the growth of the firm's national investment sales platform and coordination of all operating aspects, including recruiting. Mr. Misner has more than 30 years of national commercial real estate experience with success in investment sales, asset management and development aspects in both public and private owner/investor firms and major service providers. Prior to Berkadia, Mr. Misner served as Senior Vice President and Portfolio Manager at Abacus Capital Group LLC for the newly established Abacus Core Investment Fund I LP. Previously, he was Senior Vice President of Transactions at AIMCO, the Denver-based nationally active REIT. During his career, Mr. Misner has also worked in senior leadership roles at Grubb & Ellis, CBRE, and Cushman & Wakefield where from 2003 to 2010, he was a national leader. Mike Miner Vice President – Investment Sales Operations In this role, Mr. Miner oversees a team of more than 90 support staff that focus on delivering high quality deal marketing collateral, research, and financial analysis in support of closing over 400 transactions annually. Additional Mr. Miner focuses on establishing a technology forward IS platform working closely with the Innovation team to develop Berkadia tailored deal marketing, CRM, and email marketing products. Finally, Mr. Miner also supports Investment Sales' strategic initiatives which include expanding institutional client outreach and growing Investment Sales through recruiting new brokers. In 2018, Berkadia's Investment Sales volume totaled $8.3 billion which was a record year. This year's volume YTD is up 13% compared to the same time frame last year. Previously, Mr. Miner worked in strategy consulting at McKinsey and Company where he worked with clients on strategic roadmaps and operational and organizational transformations across multiple industries. Mr. Miner has a Bachelor of Science in business management from Brigham Young University and a Masters of Business Administration in management and strategy from Kellogg Graduate School of Management at Northwestern University. Dori Nolan SVP, National Client Services Dori is key to the production leadership team as Senior Vice President of National Client Services. She has extensive multifamily transaction expertise and industry-wide relationships. Her primary focus entails coordinating Berkadia's Investment Sales, Mortgage Banking, and other Berkadia services for Berkadia's most active multi-market and/or institutional apartment capital sources. She leads a national initiative to continue to grow business relationships with current clients and new clients, helping them to better understand the full potential of Berkadia's services. She is also responsible for collaborating with Berkadia's Investment Sales and Mortgage Banking specialties to improve customer support programs and enhance customer service satisfaction. Dori was previously a partner with Capri Capital Partners where she was responsible for all investment activities including acquisitions, dispositions, and financing efforts.   Discussed during this episode: Brené Brown: The Power of Vulnerability Brené Brown: Listening to Shame Brené Brown: The Call to Courage   Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with the Berkadia Team: Website: https://www.berkadia.com/ Twitter: https://twitter.com/berkadia LinkedIn: https://www.linkedin.com/company/berkadia/ Facebook: https://www.facebook.com/berkadia Instagram: https://www.instagram.com/berkadia/

Generation Digital Workforce
115. Is Your Business Ready for the Fourth Industrial Revolution?

Generation Digital Workforce

Play Episode Listen Later Nov 9, 2021 27:41


In this episode, Michael Marchuk talks with Dr. Anthony Wheeler, Dean of the School of Business Administration at Widener University, about the impact of technologies like automation, artificial intelligence, and machine learning on businesses. Dr. Wheeler discusses the challenges that many organizations face when implementing advanced technologies while offering new perspectives on the opportunities that companies can embrace to enhance the value of their employees. . Here's what we talked with Anthony about: * How global implementations of automaton, AI, and machine learning may be impacted by geography and culture * Why some industries may be more apt to adopt automation than others * How these new technologies affect the relationships between the organization and its employees and customers . To ensure that you never miss an episode of Transform NOW, be sure to subscribe!

Business Innovators Radio
Interview with Jamie Bosse Author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future

Business Innovators Radio

Play Episode Listen Later Nov 9, 2021 20:01


Jamie works with clients to help them “Master What's Next” by clarifying their goals, creating a financial plan, and taking action. Jamie helps her clients maneuver through life's transitions and overcome and anticipate any potential roadblocks along the way. She finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals.In 2020, Jamie was named to the Investment News 40 Under 40 list.Jamie has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup Children's book series. Her financial articles have been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine.She holds a bachelor's degree in Personal Financial Planning from Kansas State University (2004) with a minor in Business Administration. She obtained the Certified Financial PlannerTM certification in 2008. Jamie is an active a member of the Financial Planning Association and International Association of Registered Financial Consultants and has served as a past board member and President of the FPA of Oregon and SW Washington. She is currently on the board for the Greater Kansas City chapter of the Financial Planning Association.Jamie is enjoying life's crazy adventures with her husband, four children, and pet corgi. They live in Manhattan, KS and are big fans of BBQ and the K-State Wildcats.Learn More:https://aspyrewealth.com https://www.moneybossmom.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jamie-bosse-author-of-money-boss-mom-helping-young-parents-be-the-boss-of-their-financial-future

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Jamie Bosse Author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Nov 9, 2021 20:01


Jamie works with clients to help them “Master What's Next” by clarifying their goals, creating a financial plan, and taking action. Jamie helps her clients maneuver through life's transitions and overcome and anticipate any potential roadblocks along the way. She finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals.In 2020, Jamie was named to the Investment News 40 Under 40 list.Jamie has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup Children's book series. Her financial articles have been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine.She holds a bachelor's degree in Personal Financial Planning from Kansas State University (2004) with a minor in Business Administration. She obtained the Certified Financial PlannerTM certification in 2008. Jamie is an active a member of the Financial Planning Association and International Association of Registered Financial Consultants and has served as a past board member and President of the FPA of Oregon and SW Washington. She is currently on the board for the Greater Kansas City chapter of the Financial Planning Association.Jamie is enjoying life's crazy adventures with her husband, four children, and pet corgi. They live in Manhattan, KS and are big fans of BBQ and the K-State Wildcats.Learn More:https://aspyrewealth.com https://www.moneybossmom.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jamie-bosse-author-of-money-boss-mom-helping-young-parents-be-the-boss-of-their-financial-future

WhyMe with Vera-Lee - Why Me?
Stepping into a truck and out of life as I knew it with Julia Langley

WhyMe with Vera-Lee - Why Me?

Play Episode Listen Later Nov 9, 2021 98:03


Julia Langley, motivational speaker and a featured singer for  Cirque du Soleil, Julia also is a vocal coach and has created her own programs to help speakers and singers to get the most out of their vocal performance and feel confident in every way they use their powerful voices. I often refer to the power of a human voice and authentic storytelling. Today you will hear how Julia has worked through her adversity and now understand the fragility of life and all there is to be grateful for. As she recounts her WhyMe moment with us, I invite each of you to remind yourself, life may throw each of us a curveball without warning and it is how we respond that will provide the opportunities for growth.From being a personal trainer with world class athletes and a successful career woman, Julia learned through her trials, the ongoing effects of sudden adversity without warning. Julia shares her story and fights to still be a champion of life despite the tragic events that occurred during one small moment in time. She has learned to look for the silver linings in her experiences and her vision to help others discover their own uniqueness and potential and how to learn to celebrate the successes in your day, however large or small, she will show you the way through action and personal insights.You can contact Julia on  Facebook.Do you know the difference between and dream and a goal? Spoiler alert! It's the movement! The action you take. That's the big secret. That's where the WhyMeMovement is all about the actions we take including the decisions we make - discovering the opportunities to grow and learn through adversity. Vera-Lee has a special interest in helping people on a weight loss  journey, particularly those who relate to morbid obesity, former/forever athletes, pre or post weight loss surgery, chronic illness and disability. Vera-Lee understands how to help you with the emotional and mental side of weight loss and conditioning, using a combination of techniques and allied professionals to best support your unique needs.She is a forever athlete who applies techniques for calm yet powerful coaching/mentoring sessions to help you achieve goals and improve your personal and professional confidence in every area of your life.If you really want to achieve results in your life and you are ready to commit to the process with Vera-Lee, who understands what it is like to overcome adversity, time and time again, you can book your discovery call now by clicking this link  to find out how she can help you overcome your obstacles and rediscover passion and confidence to set and achieve those goals you desire. Vera-Lee has a specific interest in helping others with discovering a new approach to weight loss for people with disabilities, chronic illness, and who have been and are forever athletes and now dealing with unfamiliar territory of weight issues after a competitive career.Vera-Lee provides one to one and group coaching Click here to start the conversation on social media with Vera-Lee and experience her unique ability to help guide you through to your optimal state of living. Vera-Lee is from Australia and has an extensive background in Education, Sports Coaching and Business Administration and Leadership with Management Consulting. If you thought of someone who might find value in this podcast episode today, you can share the link and use it as an opportunity to let this person know you are thinking of them today, continuing the connection and relationships that foster hope and togetherness.Support the podcast and movement with a small donation here or contact Vera-Lee to discuss a sponsorship for the show to help our impact reach even further and inspire, connect and empower more people who want to life life to their fullest capacity. We appreciate your support to help the ongoing costs involved with producing this show for people in over 20 countries (at the time of this release).Vera-Lee launched in the top 30 iTunes charts in multiple countries  has a loyal and growing audience who love the content being produced. whymemovement.com#whymemovement #whymegirl #adversityistheniche #theadversityqueen #coach #artist #speaker #inspire #connect #empower #embrace #wtflab #chewtheflab #flabtalks #whymewednesday #flabbyfriday

4Front® The Podcast
Lori Lantz

4Front® The Podcast

Play Episode Listen Later Nov 9, 2021 55:40


Lori LantzSenior Vice President and Chief People Officer, CableLabs®Lori is the Chief People Officer at CableLabs. As a member of the executive team, her focus is on the organizational and cultural development of CableLabs and its affiliates. She leads the alignment of strategic talent management with the overall business strategy and vision of CableLabs. One of Lori's priorities is to provide professional development opportunities to all employees which enable high functioning teams to thrive. Equally important is an emphasis on building high trust relationships and developing exceptional leaders. Inspired by encounters with diverse and interesting people, she is passionate about helping them increase their capacity and confidence in their roles across the organization.Prior to CableLabs, Lori held various positions in Human Resources at National Jewish Health in Denver. Most recently she was the Director of Learning and Development where she developed a leadership academy to provide "knowledge and wisdom to lead" to create a highly engaged workforce.Lori received her Bachelor of Business Administration in Human Resource Management from Pacific Lutheran University and Master of Science in Organizational Leadership from Regis University. She holds the Senior Professional in Human Resources (SPHR) certification, as well as certifications in a variety of organizational development and personality assessment tools. A native of Colorado, Lori enjoys spending time at her mountain cabin and loves all things musical including singing, playing the piano, and attending concerts and music festivals. She has two children who are budding musicians.Listen to Lori on her podcast, The Corporate BartenderAcknowledgmentsA special thank you to Benjamin Monlezun for the use of his original song, Downpoor.The views expressed in this episode are solely those of the podcast host and guests and do not necessarily represent the position, strategy, or opinions of CableLabs.

UNMET NEED
#14 - Medtech IPOs w/ Matt Steere

UNMET NEED

Play Episode Listen Later Nov 9, 2021 53:04


Matt SteereManaging Director & Co-Head Healthcare Investment Banking, Medical Technologies & DiagnosticsMatt has extensive experience in public and private financings, buy-side and sell-side transactions and fairness opinions in the Healthcare sector. Before joining Canaccord in 2007, he worked in First Albany's Healthcare Investment Banking Group. Matt was instrumental in building their Healthcare franchise into one of the most active boutique investment banks focused on the Life Sciences sector and was head of their West Coast Investment Banking efforts. Before this, he worked in the mergers and acquisitions group at Robertson Stephens, focusing on the Life Sciences practice and also worked at PaineWebber. Matt graduated with a Master of Business Administration from the University of Virginia and earned a BA from St. Lawrence University.Contact:msteere@cgf.com+1 415 229 0640

Breakfast With Champions
Episode 355 with Kelsey Stark - Social Media Reels

Breakfast With Champions

Play Episode Listen Later Nov 9, 2021 88:19


Thank you for joining us on Breakfast With Champions! Today we hear from Kelsey Stark, the Co-Founder of Stark Media Group, a full service digital marketing agency located in New York. She began her marketing career at the Meredith Corporation office in New York City after graduating from the University at Albany Cum Laude with a degree in Business Administration featuring a dual concentration in Marketing and Finance accompanied by a Communications minor. She now speaks at conferences around the country, coaches business owners on the advantages of digital marketing while continuing to help people globally expand and thrive in the digital space through Stark Media Group.

Passive Wealth Strategies for Busy Professionals
Real Estate Rising in Phoenix with Zach Haptonstall

Passive Wealth Strategies for Busy Professionals

Play Episode Listen Later Nov 8, 2021 33:38


Zach Haptonstall is the CEO and Co-Founder of Rise48 Equity. He Founded ZH Multifamily in 2018 and grew his portfolio to $35M. ZH Multifamily founded the organization, The Phoenix Multifamily Association “PMA” where Zach hosted 200+ members and held monthly speaking and networking events. In order to scale and add experts to the team, he retired ZH Multifamily and PMA in 2020 and Co-Founded Rise48 Equity. His professional background includes Healthcare Sales and Administration. He is the former President and Co-Owner of a Hospice Organization in Phoenix with 110+ Employees. He is also a former live television news anchor and sports reporter for Arizona PBS and co-hosted a show on Fox Sports Network Arizona.   Zach holds a Master of Business Administration from the Colangelo College of Business at Grand Canyon University, and graduated Summa Cum Laude with a Bachelor's in Journalism and Mass Communication from the Walter Cronkite School of Journalism at Arizona State University. He attended Colorado Mesa University on a football Scholarship his Freshman Year of College.  He has been a licensed Real Estate Agent in Arizona since 2016. He is also an official member of  the Forbes Real Estate Council, a Directors Council Member of GPEC, and is a #1 Best Selling Co-Author of “Success Habits of Super Achievers.”   [00:01 - 05:17] Opening Segment Get to know Zach Haptonstall What is Rise48 Equity? Zach shares about their projects through the years   [05:18 - 10:18] Real Estate Rising in Phoenix Where is the opportunity in the Phoenix market? Phoenix is Number One with No Competition Funding for Workforce Affordable Housing Leveraging Local Relationships   [10:19 - 23:59] Fleeing California for Arizona Everybody is fleeing California Zach talks about the big tech companies in California Big Data and the Future of Phoenix The Greater Phoenix Economic Council Phoenix Maricopa County and Phoenix Metro Our Future is Serving Our InvestorsThe Future of Rise48 Equity Zach shares the current focus of their company   [24:00 - 33:39] Closing Segment Quick break for our sponsorsGroundfloor offers short-term, high-yield real estate debt investments to the general public. Check www.passivewealthstrategy.com/groundfloor/ to get started. What is the best investment you've ever made other than your education?First multifamily deal Zach's worst investmentA suite during the Super Bowl in Phoenix What is the most important lesson that you've learned in business and investing?“To not listen to other people… you have to have a warrior mindset where you don't care what other people think.” Connect with my guest. See the links below.   Tweetable Quotes: “Being local has a lot of advantages.” - Zach Haptonstall “The fact that all these big companies are coming here, you know, is encouraging for the water situation.” - Zach Haptonstall “Our number one goal is to serve our investors.” - Zach Haptonstall ------------ Connect with Zach Haptonstall through zach@rise48equity.com, Instagram, and LinkedIn.  Visit their website https://rise48equity.com/.    Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/ Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms.  LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes   

The Marketing Book Podcast
356 Positioning For Advantage by Kim Whitler

The Marketing Book Podcast

Play Episode Listen Later Nov 5, 2021 88:16


Positioning for Advantage: Techniques and Strategies to Grow Brand Value by Kimberly Whitler About the Book: Most of us have an intuitive sense of superior branding. We prefer to purchase brands we find distinctive―that deliver on some important, relevant dimension better than other brands. These brands have typically achieved positional advantage. Yet few professionals have had the formal training that goes beyond marketing theory to bridge the “theory-doing gap”―understanding the specific techniques and strategies that can be used to create brands that attain positional advantage in the marketplace. Positioning for Advantage is a comprehensive how-to guide for creating, building, and executing effective brand strategies. Kimberly A. Whitler identifies essential marketing strategy techniques and moves through the major stages of positioning a brand to achieve in-market advantage. Introducing seven tools―from strategic positioning concepts to strategy mapping to influencer maps―Whitler provides templates, frameworks, and step-by-step processes to build and manage growth brands that achieve positional advantage. This book presents real-world scenarios, helping readers activate tools to increase skill in creating brands that achieve positional advantage. Brimming with insights for students and professionals alike, Positioning for Advantage helps aspiring C-level leaders understand not only what superior branding looks like but also how to make it come to life. About the Author: Dr. Kimberly A. Whitler is currently the Frank M. Sands Sr. Associate Professor of Business Administration at the University of Virginia's Darden School of Business.  Previously, she spent nearly 20 years in general management, strategy, and marketing roles within the consumer packaged goods and retailing industries, managing global, U.S., and Eastern European-based businesses. She spent most of her career at Procter & Gamble and more recently served as the general manager of the Breakfast Division for Aurora Foods, the CMO of David's Bridal, the country's leading bridal apparel retailer, and as an officer of PetSmart, the U.S.' largest pet specialty retailer. She has written over 350 articles as a Forbes senior contributor and has published in Harvard Business Review, MIT Sloan Management Review, The Washington Post, Ad Age, and numerous academic journals and other publications.  Her Forbes articles have garnered over 3,500,000 views, and she has been ranked as a Top Five influencer of CMOs, a Top 10 influencer of Tech B2B CMOs, and a Top 100 MarTech influencer. She has been interviewed, cited, or quoted over 2,100 times, including The Wall Street Journal, Bloomberg, The Washington Post, New York Times, NBC, ABC, USA Today, Entrepreneur, Fox Sports, Huffington Post, and a variety of international media outlets. And, interesting fact – she is an avid UVA men's basketball fan! Click here for this episode's website page with the links mentioned during the interview... https://www.salesartillery.com/marketing-book-podcast/positioning-advantage-kim-whitler

30 to Life - Redefining the Black Experience
74: How To Start A Business & The Benefits Of Having An Accountant with Marjorie McPike, CPA

30 to Life - Redefining the Black Experience

Play Episode Listen Later Nov 5, 2021 43:09


In this episode, the guys chat with Marjorie L. McPike. Marjorie is a CPA focusing on tax and small business accounting. She breaks down her journey into entrepreneurship, the benefits of having a CPA, and things you need to consider when starting a business. Tune in! Check out Marjorie's courses on small business taxes and accounting: https://gumroad.com/a/379999347 Follow Marjorie on Instagram @mlmcpa Marjorie is a CPA focusing in tax and small business accounting located in Riverside County, California.  She was born and raised in San Diego and attended San Diego State University where she received her Bachelors of Science in Business Administration with a concentration in Accounting.  She recently completed her Masters of Science in Taxation from Golden Gate University.   Prior to working in public accounting, Marjorie worked in private industry holding various positions such as Controller, Business Office Manager, Accounts Receivable Manager and Full Charge Bookkeeper.  She has a vast knowledge of bookkeeping and accounting skills in various industries including health care, manufacturing, retail and professional services.  Her current areas of focus are Estate and Gift taxation, taxation of individuals and taxation of business entities.   Marjorie is a licensed Certified Public Accountant and a member of California Society of Certified Public Accountants (CalCPA) and the American Institute of Certified Public Accountants (AICPA).  Marjorie currently serves as the Secretary of the Inland Empire Chapter of CalCPA, Treasurer of the Estate Planning Council of San Bernardino County; she is on the board of Agape Christian Development in San Diego, the Scholarship Committee for Embassy Church International and Treasurer for the Embassy Church International Golf Committee. She is also a founding member and Corresponding Secretary for the Alliance of Black Women Accountants and previously served as Treasurer for Hospice of the Valleys in Murrieta, CA.     In 2020 Marjorie started her own firm, Marjorie L McPike, CPA, A.P.C., a podcast, The CPA Lady Podcast and YouTube Channel.  All with the mission of empowering small business owners to take their business to the next level financially.

The Art of Passive Income
How To Cultivate Grit In Your Organization And Personal Life

The Art of Passive Income

Play Episode Listen Later Nov 4, 2021 39:31


Shannon Huffman Polson is an Author, Leadership Speaker, and U.S. Army Veteran. She is the founder of The Grit Institute, where she focuses on leadership and grit based on her years of service and her time in the corporate world. Shannon studied English Literature and Art History at Duke University. At her graduation, she was commissioned as a 2LT in Army Aviation and became one of the first women to fly the Apache helicopter in the U.S. Army, where she has led two flight platoons and line units on three continents. She later earned her MBA in Business Administration from the  Tuck School of Business at Dartmouth College.Her love for leadership has led her to combine her passion and firsthand experience along with her study of leadership and grit to deliver world-class training to companies and organizations. She energizes her audience across the country and around the world to overcome resistance, connect to their core purpose and commit to courageous ownership under the most challenging conditions. Currently, she is an American writer and leadership development consultant. Listen in as they discuss:Grit and its definition.How Shannon uses grit to survive in corporate culture.The importance of staying focus to achieve your goals.How Shannon helps others to cultivate grit in their children and their organization.What is grounded optimism?Ways to build your grit.The worst advice Shannon has seen or heard given in her area of expertise of grit and resilience and grounded optimism in order to be better every day.What kind of mindset you will need to develop to build resilience and grit.And, more!TIP OF THE WEEKMark: My tip of the week is go to shannonpolson.com and get the Grit Factor book. Check out Shannon's articles, essays and she has an institute: The Little Book of Grit, The Road Ahead, The Way the Wild Gets Inside and there's a ton.Scott: Check out bobbyapp.co, it keeps track of all of those subscriptions that you've signed up for: Netflix, One Password, whatever it is you add it to here. That way you'll never forget your subscriptions.Shannon: I have two tips! The first is, keeping track of what's going on every day in a journal that you write in is really helpful, and keeping track of finances (quick shout out to Taylor Money, which is my husband's tech company) is an outstanding way to look at your finances every single day, and to be able to know what's your status is every single day. You have complete control.The second thing is a book by Brian Doyle called One Long River of Song, I'm recommending it because the most important thing that you do, and the most important key to your success is people, and it always has to do with people. Brain Doyle will connect you to the most human part of yourself in a way that will literally bring tears to your eyes. If you're not taking time to connect to that human part of yourselves and others, success is a hard thing to find.WANT TO LISTEN MORE?Did you like this episode? If so, tune into another one of our exciting episodes with special guest Noah St. John as we discuss AFFORMATION and how it will help you to reach your goals.Isn't it time to create passive income so you can work where you want, when you want and with whomever you want?

The Servant Leader Coaches Bible Study
"Grateful & Greedy” with Coach and Author Tamika Newman;

The Servant Leader Coaches Bible Study

Play Episode Listen Later Nov 1, 2021 83:23


Shattering the glass ceiling, setting a new standard, leading the way and winning best describes Tamika R. Newman's journey. She is a native Houstonian. Tamika' passion for sports and desire to help students in underserved communities has kept her in education for over a decade. Tamika is the owner of Grit and Grind Athletics LLC, an athletic service provider. She is committed to providing affordable and professional skills and leadership training to players and coaches. Tamika holds a Bachelors of Communcations and a Masters in Business Administration. She is a graduate of Prairie View A&M University and Texas Southern University. Tamika has a passion for professional and personal development, and mentorship. A firm believer in paying it forward, she takes on new mentees yearly. --- Support this podcast: https://anchor.fm/chefranjohn/support