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In episode 213, Coffey talks with Vianei Braun about how HR leaders can effectively work with boards of directors. They discuss the strategic vs operational divide between board oversight and executive execution; skills needed for senior HR roles including broad industry perspective and data-driven insights; the importance of moving beyond compliance mindset to strategic partnership; executive compensation benchmarking and peer analysis; culture preservation during mergers and acquisitions; AI implementation ethics and workforce planning; the critical role of data in board communications; and characteristics of successful senior HR leaders including truth-telling, collaboration, and ambiguity management. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit—business credit for SPHRs! To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Vianei Braun leads the employment law practice at Decker Jones, P.C., a full-service law firm in Fort Worth. She has been recognized as a Texas Monthly “Super Lawyer” and is listed in Best Lawyers in America for Labor & Employment Law. Vianei is also a member of the Board of Directors of First Financial Bankshares, Inc. (NASDAQ: FFIN), a banking institution with assets of $14 billion and 79 banking locations throughout Texas. Vianei serves on the board's Compensation, Nom/Gov and Risk Committees and chairs the Advisory Board of First Financial Bank's Chisholm Trail Region. In addition, Vianei serves on the Board of Trustees and the Audit & Compliance Committee of Texas Health Resources. Vianei is an honors graduate of Princeton University and the University of Texas School of Law. Vianei has been honored as a “Great Woman of Texas” by the Fort Worth Business Press, and as a member of the “Fort Worth 500” by Fort Worth Inc. Vianei Braun can be reached at www.deckerjones.com www.linkedin.com/in/vianeibraunattorney About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: Develop strategic thinking capabilities that focus on industry trends and long-term organizational health rather than just operational HR tasks when communicating with senior leadership. Present data-driven recommendations to boards using benchmarking, competitive analysis, and concrete evidence to support HR initiatives and policy changes. Shift from a compliance-focused "department of no" mindset to a collaborative problem-solving approach that offers solutions while managing organizational risks.
In this episode, hosts Brad and Michael share the story of a Texas plastic surgeon and med spa owner who implemented a commission-based pay structure to retain staff and boost performance. While the model initially increased revenue and morale, it quickly led to scope-of-practice violations, internal competition, and compliance concerns. Tune in to learn what to consider before introducing commission models in your practice, and how to design a compensation structure that rewards your team and protects your practice. Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadattoStay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
In episode 212, Coffey talks with Elisa Ellis about dress codes, personal authenticity at work, and how employee appearance impacts business performance and career advancement.They discuss research showing dressed professionals outperform casual counterparts in negotiations; Starbucks dress code changes and employee pushback; balancing authenticity with professional standards; remote work appearance challenges; “enclothed cognition” research on clothing's psychological effects; specific vs general dress code guidelines; ways employees can express personality while maintaining consistency; managing difficult dress code conversations with employees; and the business impact of first impressions.Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com.If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com.About our Guest:It takes less than seven seconds to make a first impression. Elisa is a wardrobe stylist, speaker, best-selling author, and online course creator.Elisa says what HR can't and works with businesses to help them guide and educate their teams on professional presence, revealing how upgrading your attire ignites productivity, amplifies sales, and fosters collaboration and overall success.Personal styling is more than a wardrobe haul; it's a transformation that introduces you to your inner awesomeness.For nearly a decade, Elisa has transformed the closets and lives of clients across the US and abroad. Whether you're a business owner, executive, or entrepreneur, how you show up matters.Elisa Ellis can be reached at https://www.turnkeystyle.com https://www.linkedin.com/in/elisaellis https://www.instagram.com/stylishcurvygirlAbout Mike Coffey:Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week.Mike and his very patient wife of 28 years are empty nesters in Fort Worth.Learning Objectives:1. Understand that employee appearance directly impacts business outcomes, with research showing significant differences in sales performance and decision-making abilities based on professional dress.2. Develop clear, specific dress code guidelines that provide examples and accommodate different roles while maintaining brand consistency across the organization.3. Frame dress code conversations around employee growth and career advancement rather than personal criticism, emphasizing the connection between professional appearance and business opportunities.
The Attorney Post - If you don't know your rights, you don't have any!
https://www.kirtonmcconkie.com/ 801-328-3600 In a recent episode of The Attorney Post, Jonathan Bench, an international business attorney, shares his perspective on the legal industry, his personal career path, and the evolving role of lawyers in a tech-driven world. Bench didn't follow a typical legal career. Early on, he felt out of place in law school and even questioned if he should've gone into marketing instead. But with support from family and a background in Chinese language and international experience, he found his way. His pursuit of an MBA while in law school became a turning point, expanding his understanding of how legal and business principles intersect. Today, Bench works on complex international mergers and acquisitions. One deal he discussed on the podcast involves parties from Asia and the Middle East with over 80 pages of contract language—demonstrating just how intricate global business law can get. Bench is especially client-focused. He's not afraid to say “no” if he knows another firm or expert would serve a client better. This approach has earned him long-term trust and repeat business. He also shared regrets from early in his career—primarily, not seeking help soon enough. That humility now shapes how he mentors others. The conversation moved into emerging industries, including cannabis law and blockchain. Bench shared the reality of working in cannabis, from landlord disputes to navigating evolving regulations. He also delved into his entry into the crypto space, having spent half a year learning before representing clients in that industry. He warned that AI is moving fast and could soon dominate online content creation. But he also emphasized the growing divide between countries with access to tech and those without. Ignoring these shifts, Bench says, would be a mistake. From workplace culture to geopolitical trends, Jonathan Bench offers a legal voice rooted in realism, respect, and forward-thinking. Sponsors: RankWith.NewsThe Attorney PostNational ERCAndropology
In this episode, hosts Brad and Michael share the story of a physician starting her own wellness practice. While she took many important steps to launch her business, she overlooked a critical early step: conducting a trademark search. This led to a cease and desist letter that threatened her brand and practice just weeks before opening. Tune in to learn how to legally protect your brand, why picking a business name or website alone is not enough, and how proper trademark due diligence can protect your practice. Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
In this episode of Grow a Small Business, host Troy Trewin interviews Stephen Candelmo, founder and CEO of Paralex, a groundbreaking legal tech platform transforming how small businesses access legal support. Stephen shares how Paralex leverages AI to deliver fixed-fee legal services that are up to 80% cheaper than traditional law firms—making legal help more accessible for startups and small companies. He opens up about his entrepreneurial journey, pivoting from marketing tech to legal innovation, and building a scalable SaaS model with a human-in-the-loop approach. We also discuss the risks of relying solely on tools like ChatGPT for legal advice and the importance of blending tech with real legal expertise. Stephen's insights are a must-listen for anyone interested in the future of law, AI integration, and startup growth. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Stephen Candelmo, the hardest thing in growing a small business is having patience and faith when things are hard—which, he emphasizes, is often. He highlights how the journey is rarely linear and requires resilience through constant ups and downs. What's your favorite business book that has helped you the most? According to Stephen Candelmo, his favorite business book that has helped him the most is "Good to Great" by Jim Collins. He admires how the book outlines the art and science of elevating an organization from being merely good to truly great. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? According to Stephen Candelmo, a great podcast he recommends for entrepreneurs is "How I Built This", which offers inspiring stories from founders about building their businesses. He also highlights the use of ChatGPT (GPT-4) as a powerful online tool—calling it his “consultant” and “thought partner”—for strategic thinking and exploring business ideas. What tool or resource would you recommend to grow a small business? Stephen Candelmo recommends Trippify as a valuable tool to grow a small business. It's especially useful for automated LinkedIn outreach, helping small business owners connect with prospects through personalized messaging campaigns to generate leads and meetings. What advice would you give yourself on day one of starting out in business? According to Stephen Candelmo, the advice he would give himself on day one of starting out in business is: "It's going to take time — keep on believing. One day at a time." Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey. Quotable quotes from our special Grow A Small Business podcast guest: When you combine need, experience, and passion, you find purpose — Stephen Candelmo If you take everything personally, you're focusing on the wrong thing — Stephen Candelmo Success is when your customers start referring you without being asked — Stephen Candelmo
In episode 211, Coffey talks with Michelle Haugh about recent HR-related news stories related to workplace romances, family members intervening in the workplace, and declining employee engagement.They discuss the Astronomer.io CEO and CPO resignation after being caught on a kiss cam at a Coldplay concert; workplace relationship policies and conflict of interest considerations; family members inappropriately intervening in workplace matters including interviews and disciplinary actions; declining employee engagement levels comparable to 2020 COVID-era lows; the impact of economic uncertainty and social pressures on workplace morale; the importance of transparent communication during difficult times; and strategies for addressing engagement issues through accountability and leadership development at all organizational levels.Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com.If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com.About our Guest:Michele Haugh is a seasoned HR expert with decades of experience across various roles, from specialist to senior leadership positions. Transitioning from corporate HR to consulting a decade ago, she co-founded EarlyHR solutions, offering strategic support to over 200 early and growth stage organizations.Recognizing the crucial link between employee engagement and organizational success, Michele introduced EarlyEngage, a subscription-based service focusing on professional development and fostering engagement.With a BS in Business and SPHR certification, she completed her Masters in HR and Organization Development in December, 2024 and was named "HR Consultant of the Year" by DallasHR in February 2025. Her passion lies in promoting inclusive practices, positive leadership, and people-first cultures.She is also the founder of CollabHRate, a thriving HR Consulting Community fostering collaboration and education for external consultants.Outside of work, Michele finds joy in her role as a wife and mother to three children. Her adventurous spirit has led her to live in Bangkok, backpack across Europe, and raft through the Grand Canyon. Yet, she equally treasures quiet moments with her pups, indulging in a good book, and hosting gatherings with loved ones.Michele Haugh can be reached athttps://www.earlyengage.comhttps://www.earlyhrsolutions.comhttps://www.linkedin.com/in/michele-haugh-shrm-scp-401722bhttps://www.instagram.com/earlyengageAbout Mike Coffey:Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week.Mike and his very patient wife of 28 years are empty nesters in Fort Worth.Learning Objectives:1. Establish clear policies regarding workplace relationships and family member involvement in employment matters to maintain professional boundaries and prevent conflicts of interest.2. Address declining employee engagement proactively by gathering honest feedback, communicating transparently about organizational challenges, and avoiding defensive responses to criticism.3. Develop leadership behaviors and accountability standards at all organizational levels rather than viewing engagement as solely a management responsibility.
In this episode, hosts Brad and Michael dive into the story of a successful plastic surgeon who used estate planning strategies to transfer wealth and ownership to his family. What was originally intended to protect his assets ultimately backfired when a personal scandal gave his family the power to remove him from his role as CEO. Tune in to learn the importance of proper business governance, corporate formalities, and the fiduciary duty in protecting your practice. Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
Tune into Business Law 101's latest episode exploring the fine line between a store checking your receipt and illegal false imprisonment! Know your rights and learn when "loss prevention" crosses into unlawful detention. Don't get caught without the facts! Thanks for joining me for this episode! I'm a Houston- based attorney, run an HR Consulting company called Claremont Management Group, and am a tenured professor at the University of St. Thomas. I've also written several non-fiction political commentary books: Bad Deal for America (2022) explores the Vegas-style corruption running rampant in Washington DC, while The Decline of America: 100 Years of Leadership Failures (2018) analyzes – and grades – the leadership qualities of the past 100 years of U.S. presidents. You can find my books on Amazon, and me on social media (Twitter @DSchein1, LinkedIn @DavidSchein, and Facebook, Instagram, & YouTube @AuthorDavidSchein). I'd love to hear from you! As always, the opinions expressed in this podcast are mine and my guests' and not the opinions of my university, my company, or the businesses with which I am connected. Photo Credits: Action14; ProCartoon; Pressmaster; denchikfilmmaker; Salman Qedirov; DCStudio; LifeMorning; YauheniK; Evgeniy Shkolenko
In episode 210, Coffey talks with economist Richard Froeschle about the US economy and how generational demographics are affecting the labor force.They discuss the impact of tariff-related economic uncertainty on the labor market; challenges in the quality of federal statistical data; AI's impact on entry-level positions and experienced workers; generational workforce composition; rising reservation wages and skills mismatches among recent graduates; the importance of work-based learning and trades education; remote work patterns in different workforce segments; challenges with mentorship and feedback for younger workers in a remote workforce; and immigration's critical role in addressing labor force needs.Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com.If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com.About our Guest:Rich Froeschle is a labor market economist and a highly regarded speaker on a wide array of topics relating to the Texas economy, regional labor markets, and workforce and education programs. He is the Senior Labor Market Economist for Texas State Technical College and the former Director of the Labor Market and Career Information department of the Texas Workforce Commission. Mr. Froeschle has a Bachelor's degree in Economics from the University of Texas at Austin and a Master's degree in Manpower and Industrial Relations from the University of North Texas, where he also taught microeconomics and regional labor market analysis. He has made presentations at over 600 conference events over the past twenty-five years on a variety of labor market topics. His many writings include the books How Many is Enough? A Practitioners Guide to Occupational Targeting and Supply/Demand Analysis and Where the Jobs Are, plus a dozen monographs including Life After COVID: Economic & Job Market Phenomena to Ponder Post-pandemic. His most recent research has centered on the use of skills to understand regional labor market dynamics, educational alignment, and career progressions.Richard Froeschle can be reached at https://www.linkedin.com/in/richard-froeschle-01a87b13/About Mike Coffey:Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week.Mike and his very patient wife of 28 years are empty nesters in Fort Worth.Learning Objectives:1. Implement strategic workforce planning for talent development pathways considering demographics and the impact of AI.2. Address the skills mismatch between educational credentials and market demand.3. Develop structured mentorship and feedback systems that accommodate generational communication preferences while ensuring knowledge transfer from experienced to emerging workers.
Ted Sutton specializes in Business Law, specifically business formation and maintenance of corporations and LLCs for primarily entrepreneurs, real estate investors and digital asset investors. #crypto #blockchain #digitalinvestors================All Episodes can be found at www.thecryptopodcast.org All about Roy / Brain Gym & Virtual Assistants athttps://roycoughlan.com/------------------About my Guest Ted Sutton:TED SUTTON (Reno, Nevada) is a Junior Partner and Asset Protection Attorney at Corporate Direct, working with his father, Garrett. Ted delivers high-value legal solutions primarily to entrepreneurs, real estate investors and digital asset investors in all 50 states. Ted specializes in Business Law, specifically business formation and maintenance of corporations and LLCs for primarily entrepreneurs, real estate investors and digital asset investors. To go above and beyond, Ted combines regulatory compliance precision with a commitment to personalized, value-driven client service. His goal is to help clients strategically set up corporate entities and asset protections from the beginning so you are never held personally liable when conducting business. To help business owners and fellow asset protection attorneys, Ted helped spearhead the new “Corporate Transparency Act” that requires companies to report information to the federal government. Ted's work has been in Forbes and on many top podcasts.What we Discussed: 00:30 Who is Ted Sutton01:30 How did he change professions to get into his Dad's Business02:50 How do they Navigate personal relationships outside the work.04:00 How they achieved a Massive YouTube Channel05:50 Its not easy when you take over a YouTube Channel06:30 His Blockchain Journey and how he brought the service into the company07:30 Why you Should put your digital assets into a LLC09:50 You can be Personally Liable as the President in a Polish Company10:15 The Process for Putting your Crypto into the LLC11:45 When is the Franchise Fee for a LLC12:45 Personaly Liable for Setting up a DAO 13:35 Inheritance Planning with a Trust16:10 Probate can take over 1 year16:50 How to Create different Trusts19:00 You still need to pay taxes in a Trust20:35 Do they Cater for Foreigners setting up an LLC22:22 Corporate Transparency Act24:44 Crypto Regulation25:25 Exchanges for an LLC27:00 Why you should have your assets in an LLC27:50 C & S Corp TaxHow to Contact Ted Sutton https://www.corporatedirect.com/https://www.youtube.com/@CorporateDirectInchttps://x.com/GarrettSutton------------------All about Roy / Brain Gym & Virtual Assistants at https://roycoughlan.com/___________________
In this episode, hosts Brad and Michael are joined by Dr. David Boudreault, board-certified plastic surgeon and founder of Illuminate Plastic Surgery. Dr. Boudreault shares the unintended consequences of growing his small family-run practice into a multi-location success. Tune in to learn about the importance of scaling with intention, building systems early, and the shift from hands-on leadership to strategic delegation to transform your practice and position it for sustainable growth.Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadattoStay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
In episode 209, Coffey talks with Mallory Herrin about how experiences throughout the employment lifecycle affect employers' brands.They discuss how recruiting has changed with shifting employee expectations across generations and labor market scarcity; the definition of employer brand; common recruiting mistakes that impact brand perception; the importance of organized onboarding; strategies for transparent career pathing and professional development; handling employee exits and layoffs to protect employer brand; measuring employer brand; the critical role of manager training; and the need for transparency about business circumstances and organizational changes to maintain trust.Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com.If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for three-quarters of a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com.About our Guest:Mallory Herrin is an experienced human resources consultant and industry recognized thought leader, serving as HerrinHR's CEO and Principal HR Consultant. She is a frequent speaker at HR conferences and the author of Intentional HR: A Revolution in Strategic Thinking. With 20 years of HR experience, she holds certifications from both HRCI and SHRM, and has been named one of the Top 5 Most Influential Women Leaders in HR and DallasHR's HR Executive of the Year - Small Company.Mallory Herrin can be reached athttps://www.herrinhr.comhttps://www.linkedin.com/in/malloryherrinAbout Mike Coffey:Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week.Mike and his very patient wife of 28 years are empty nesters in Fort Worth.Learning Objectives:1. Design streamlined recruiting processes that prioritize candidate communication, realistic timelines, and efficient interview structures to protect employer brand.2. Implement comprehensive onboarding programs with detailed schedules, competency roadmaps, and clear performance expectations to ensure new employees feel valued and prepared for success.3. Develop transparent communication strategies about career paths, business circumstances, and organizational changes while training managers to effectively lead and engage their teams rather than simply manage tasks.
Katie Moore, Sonal Chandler, Diamond Ford, and Teresa Caro on Trademarks, Cybersecurity, Senior Salon Services, and Leadership (Family Business Radio, Episode 66) In this episode of Family Business Radio, host Anthony Chen welcomes four dynamic women whose work spans business law, cybersecurity, senior hair salon services, and leadership coaching but whose stories are deeply rooted […] The post Katie Moore, Sonal Chandler, Diamond Ford, and Teresa Caro on Trademarks, Cybersecurity, Senior Salon Services, and Leadership appeared first on Business RadioX ®.
In this episode, hosts Brad and Michael share the story of a physician seeking funding for a promising medical innovation. When financing options fell through, he turned to a CPA for a quick loan only to become trapped in a costly, long-term financial arrangement. Tune in to learn how thorough legal and financial due diligence can protect physicians and business owners from costly loan traps, hidden liabilities, and long-term financial setbacks.Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
In today's conversation, we take a deep dive into creative rights governance across the African continent. Our guest, Maureen Fondo, Head of copyright and related rights at the African Regional Intellectual Property Organization (ARIPO), highlights how the surge in creative output—especially among young people—has underscored the urgent need for formal systems to recognize, protect, and help monetize their work. She has over 16 years of professional experience in legal and copyright matters. Having contributed to the adoption of the Kampala Protocol on Voluntary Registration of Copyright and Related Rights, the ARIPO Model Law on Copyrightand Related Rights and policy documents at ARIPO that were adopted by the Member States and various copyright publications. Ms. Fondo is a DPhil candidate in Intellectual Property at Africa University, Zimbabwe, and a lecturer for the Master's program in Intellectual Property at Africa University. Ms. Fondo is a holder of a Master's degree in Intellectual Property (MIP) from Africa University, a Post Graduate Diploma in Legal Practice from the Law School of Tanzania, an Advocate of the High Court of Tanzania and Courts Subordinate thereto, and a Bachelor of Laws Degree (LLB) from Tumaini University, Tanzania (now known as Iringa University). She previously served as a Senior Legal Officer, heading the Legal Service Unit at the Copyright Society of Tanzania (COSOTA), where she handled copyright cases, presided over dispute resolutions and negotiations among parties, drafted contracts, oversaw licensing of copyright and related rights to users, and raised awareness about copyright and related rights. Ms. Fondo volunteered as a Legal Officer at the Legal and Human Rights Centre (LHRC) Arusha Legal Aid Clinic. She worked as a part-time lecturer in Business Law at the Institute of Accountancy in Arusha, Tanzania. She is an artist and composer with at least thirteen titles, the author of a movie script titled “Dream is Alive – Ndoto Hai” and a children's story script titled “Creativity Lives”. Ms. Fondo has received leadership accolades.
After delivering insightful presentations at the Legal Tech in Leeds 2025 conference, Dr Virág Blazsek and Professor Danat Valizade have come together on our podcast to share some of the key themes they discussed at the event. In this episode, they talk about how legal tech growth is shaped by two main areas - workforce change and energy policy. This episode was recorded on 24th June 2025. If you would like to get in touch regarding this episode, please contact research.lubs@leeds.ac.uk. A transcript of this episode is available. About the speakers: Dr Virág Blazsek is a Lecturer in Commercial, Corporate, and Banking Law and a Deputy Director of the Centre for Business Law and Practice (CBLP) at the University of Leeds School of Law. Her recent research, supported by the Michael Beverley Innovation Fellowship, examines FinTech hub development and financial sector transformation in secondary financial centres, focusing on Leeds, the US, and Singapore. The project highlighted the vital role of regional legal and tech clusters - like Leeds - in strengthening the UK's LegalTech sector, largely due to their strong underlying real economies. Danat Valizade is Professor of Quantitative Employment Research at Leeds University Business School. His research focuses on labour market inequalities and the future of work; job quality; advanced econometrics, and machine learning.
In episode 208, Coffey talks with David Miklas about the Department of Labor's evolving definitions and interpretations of independent contractor classification under the Fair Labor Standards Act. They discuss why DOL interpretations matter for FLSA compliance and overtime requirements; the shift from Biden administration's six-factor economic reality test back to Trump administration's emphasis on control and profit/loss opportunity; the six key factors including nature and degree of control, opportunity for profit and loss, permanence of relationship, worker investments, skill and initiative requirements, and how integral the work is to the principal business; common classification mistakes across industries including misunderstanding IRS versus DOL tests; the risks of supervision and control over workers classified as contractors; how technology can demonstrate control in gig economy situations; the financial consequences of misclassification including unpaid overtime, liquidated damages, and attorney fees; and the importance of proper written agreements and immediate legal consultation when classification issues arise. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: David Miklas owns a Labor & Employment law firm and for 26 years he has practiced all types of labor and employment law exclusively representing Florida employers. He has written hundreds of employment law articles, is the co-author for the premier legal textbook used by lawyers for Florida employment law, is a frequent employment law presenter and is a nationally recognized speaker and an invited guest lecturer addressing employment law and human resource issues with over thirty universities, including Harvard. Mr. Miklas graduated from the University of Florida College of Law. David Miklas can be reached athttps://www.miklasemploymentlaw.com/https://www.linkedin.com/in/david-miklas-301861121/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association.Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: 1. Evaluate worker relationships using the Trump Administration's six-factor economic reality test.2. Differentiate between US Department of Labor independent contractor definitions and those of the and IRS and state regulators.3. Respond appropriately to classification concerns to avoid liability.
In this episode, hosts Brad and Michael are joined by Arielle Schmeck a Partner at JTaylor. Drawing on her experience in health care consulting and valuations, Arielle shares the unintended consequences that arise when physicians assume a high valuation means a good deal. Tune in to understand the full scope of valuations, including the value of assets, minority interest discounts, private equity involvement, and the real cash flow implications for practice owners.Listen to the JTaylor Health Care Podcast for the latest health care industry trends: https://www.jtaylor.com/media/podcastsWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
In episode 207, Coffey talks with Nicole Morgan about what HR professionals need to know about Medicare to help employees navigate the transition from employer-provided health insurance to Medicare coverage. They discuss the four main parts of Medicare (A, B, C, and D) and how they work together; the differences between Medicare Advantage plans (Part C) and traditional Medicare with supplemental coverage; how creditable coverage determinations affect employees who continue working past age 65; the coordination of benefits between employer group health plans and Medicare based on company size; timing considerations for Medicare enrollment and the importance of planning three months before turning 65; why brokers may have financial incentives to sell Medicare Advantage plans over traditional Medicare; the risks and benefits of different Medicare options including network limitations and out-of-pocket maximums; and the role HR should play in connecting employees with qualified Medicare experts rather than providing specific coverage advice. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Nicole A. Morgan is a seasoned healthcare professional with over two decades of experience, seamlessly blending her clinical expertise as a Registered Occupational Therapist with her proficiency as a Licensed Independent Insurance Agent. As the founder of Morgan Medicare Solutions, LLC, based in Sherman, Texas, Nicole is dedicated to guiding individuals through the complexities of Medicare, ensuring they make informed decisions tailored to their unique needs. Her extensive background encompasses various healthcare settings, including inpatient and outpatient rehabilitation, acute care, skilled nursing, home health, and community-based services. This diverse experience has equipped her with a deep understanding of the challenges seniors face, particularly in navigating the transition to Medicare. Nicole holds multiple certifications, such as Certified Senior Advisor (CSA), Certified Long-Term Care (CLTC®), and Certified Living in Place Professional (CLIPP), underscoring her commitment to senior care and wellness. Beyond her professional endeavors, Nicole is deeply rooted in her community. A native of Sherman, she has been married to her husband, Brad, for nearly 30 years and is a proud mother of three young adults. Her passion for service extends to active involvement in her church and local initiatives, reflecting her dedication to making a positive impact both personally and professionally. At Morgan Medicare Solutions, Nicole offers personalized consultations, educational workshops, and ongoing support, ensuring clients feel confident and secure in their Medicare choices. Her holistic approach, grounded in compassion and expertise, has made her a trusted advisor for many navigating the intricacies of healthcare in their retirement years. Nicole Morgan can be reached athttps://www.morganmedicaresolutions.comhttps://www.linkedin.com/in/nicole-a-morganotr/https://www.facebook.com/morganmedicare/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: 1. Understand the basic structure of Medicare parts A, B, C, and D to provide foundational guidance when employees ask about Medicare options and transitions.2. Recognize when employer group health plans have creditable coverage for prescription drugs and ensure proper notification letters are sent to Medicare-eligible employees by October 15th annually.3. Establish relationships with trusted Medicare brokers and implement processes to proactively reach out to employees approaching age 65 to ensure proper planning and coordination of benefits.
In this episode, hosts Brad and Michael, along with series regular Jay Reyero, share the story of a cardiology practice that added a cash-based weight loss program to its traditional insurance-based model. The change led to unexpected legal challenges, patient confusion, and operational strain as the practice struggled to manage conflicting payment structures. Tune in to learn the legal obligations of in-network providers, the compliance risks of mixing payment models, and how to stay compliant when adding new services. Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
Hillary Johns is a business and trial litigator. Her offices are in Beverly Hills, San Francisco and New York. So, you know she's not messing around. But she's also an attorney that spends a lot of time with new and small businesses. We discuss what a new businessperson should consider. What is necessary. What is good to seriously consider. And what are warning signs and items people routinely ignore...until it's too late. If I did this show solo, it would have been 85% identical on substance. But it's better if you don;t hear it from me, but a guest. Of course, this show is not legal advice and is for entertainment and informational purposes only. You should always talk to your own independent counsel.Anyway, what do we have to say to you potential to mid-experienced businesspeople? Hit play.
July 1, 2025 ~ Doug Bernstein, Partner and Leader of Business Law at Plunkett Cooney talks good news about Detroit and their finances.
In episode 206, Coffey talks with Jill Koob about the Supreme Court decision on “reverse discrimination,” PTO policy trends, and AI adoption in the workplace. They discuss the Supreme Court's unanimous decision in Ames v. Ohio Department of Youth Services eliminating different standards for "reverse discrimination" cases; how Title VII protects all individuals equally regardless of majority or minority status within protected classes; the challenges and failures of unlimited PTO policies leading employees to take less time off; new flexible PTO approaches allowing conversion to cash, student loan payments, or 401k contributions; mitigating bias in the employee selection process; why diversity, equity, and inclusion initiatives should focus on business outcomes and widening candidate pools; the evolution of AI from individual productivity tools to organizational workforce transformation; the need for employees to actively learn and adopt AI tools to remain competitive; and how AI can handle transactional HR tasks while freeing professionals to focus on more strategic human-centered work. Links to stuff they talked about are on our website at https://goodmorninghr.com/EP206 and include the following topics: Breaking—Supreme Court Unanimously Lowers Bar for “Reverse Discrimination” Claims: Ames v. Ohio Department of Youth Services Redefines Title VII Litigation More companies are letting workers cash in their vacation days. Should yours? 2025 Benefits and Compensation Trends Report How enterprise AI is reshaping EX, according to expert Josh Bersin AI superworkers ‘coming on like a freight train.' Are you ready? Amazon CEO Jassy says AI will reduce its corporate workforce in the next few years Message from CEO Andy Jassy: Some thoughts on Generative AI Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Jill Koob, SPHR, SHRM – SCP is the founder and owner of Energize HR, an HR Consulting Firm that focuses on training solutions, strategic HR and organizational development and human resource support. Prior to starting her company, Jill served as a VP for a Houston Based Professional Employer Organization, where they received numerous awards including Best Places to Work and Inc. 5000 Fastest Growing companies. Jill has over twenty-five years of strategic HR experience working directly with hundreds of businesses with their people strategy needs. Jill Koob can be reached at:https://energizehr.com/https://www.linkedin.com/in/jillkoob/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: 1. Understand that Title VII protects all individuals equally within protected classes, requiring the same burden of proof regardless of whether someone belongs to a majority or minority group within that class.2. Design flexible PTO policies with clear guidelines and minimum requirements while offering options for employees to convert unused time to other benefits like cash, student loans, or retirement contributions.3. Embrace AI as a collaborative tool for analyzing data, reducing bias in hiring processes, and handling transactiona...
In this episode, hosts Brad and Michael sit down with Dr. Nirav Patel, a board-certified plastic surgeon and founder of Patel Plastic Surgery. Dr. Patel shares how signing a two-year, 15-mile non-compete agreement led to unexpected challenges when he decided to open his own practice. Tune in to understand the long-term impacts of non-competes, how minor restrictions can lead to major business consequences, and how physicians can protect their autonomy. Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
This episode marks the fifth anniversary of the Boardroom Governance Podcast and Newsletter.In this solo edition, I reflect on:The origin of the podcast and newsletter, both launched during the pandemicKey lessons from over 175 episodes with leading voices in corporate governanceThe Boardroom Governance SummitMy role leading the Center for Business Law at UC Law SFThe Startup Litigation DigestThe VC-Backed Board Academy (VCBA)What's next for the Boardroom Governance communityMentioned in this episode:Boardroom Governance Podcast Archive: https://boardroom-governance.comBoardroom Governance Newsletter: https://evanepstein.substack.comStartup Litigation Digest: https://startuplitigation.substack.comVC-Backed Board Academy (VCBA): https://cbl.uclawsf.edu/programs/vcba/Contact Evan: epsteinevan@uclawsf.eduIf you've enjoyed the podcast over the years, please consider leaving a rating or review. Your feedback helps expand the conversation around boardroom governance. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
In episode 205, Coffey talks with Susan Snipes about challenges and strategies for hiring international talent, particularly through employer of record arrangements. They discuss the primary drivers for seeking international talent including cost savings and talent shortages; compliance hurdles around employee classification and local employment laws; the role of employers of record versus PEOs in managing international hires; compensation and benefits strategies that account for local customs and legal requirements; integration challenges including time zone coordination and cultural sensitivity; recruitment approaches when working across international borders; data security concerns with remote international workers; managing terminations and severance requirements in different countries; and the importance of understanding local labor laws and cultural differences when building global teams. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Susan Snipes is a certified HR professional with 15 years of HR experience. She serves as the Head of People at Remote People, a company that recruits top talent in over 150 countries around the world. Susan Snipes can be reached at https://remotepeople.com/https://www.linkedin.com/in/susan-poore-hrm/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association.Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: 1. Evaluate the compliance requirements and classification issues when hiring international talent, including understanding the differences between employees, independent contractors, and employer of record arrangements.2. Develop integration strategies for international team members that account for time zone differences, cultural holidays, communication styles, and local customs to maintain team cohesion.3. Assess the cost-benefit analysis of different international hiring models, from direct employment and local entity creation to employer of record services, based on hiring volume and risk tolerance.
In episode 204, Coffey talks with Rosalind Chow about the distinct roles of mentorship and sponsorship in advancing careers and building more inclusive workplaces. They discuss the distinction between mentorship (which helps grow the mentee) and sponsorship (which seeks to change how others see the protege); how sponsorship functions like marketing or PR campaigns for high-potential employees; the four types of sponsorship - creating, confirming, preventing, and protecting; why sponsors risk their own credibility and reputation when advocating for others; how sponsorship doesn't require formal hierarchical relationships but depends on trust and status; how to become more "sponsorable" by being a top performer with clear values and compelling personal story; the risks of having the wrong sponsor or appearing as the "teacher's pet"; and how sponsorship creates inclusion by ensuring high performers are seen, valued, and given opportunities regardless of their background or circumstances. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Rosalind Chow is an Associate Professor of Organizational Behavior and Theory at Carnegie Mellon University, where she studies the power of social hierarchy and its impact on diversity and inclusion efforts within organizations. Her forthcoming book, The Doors You Can Open (PublicAffairs, April 8, 2025) distinguishes the concept of sponsorship from mentorship. While mentorship can change mentees for the better through valuable coaching and encouragement, sponsorship takes it one step further — sponsors can change the social environment around their proteges by actively advocating for, raising the social visibility of, and protecting them. Put simply, while mentors act on mentees, sponsors act on external observers – audiences - to change how they see proteges. We don't just have the ability to change other people; we also have the ability to change other people's relationships with one another. This ability - the power we have as sponsors - is something we can leverage to better ourselves, other people, and our communities. Rosalind Chow can be reached athttp://www.rosalindchow.com/https://www.linkedin.com/in/rosalind-chow-6b25541b0/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: 1. Distinguish between mentorship (developing the individual) and sponsorship (changing others' perceptions of the individual) to provide appropriate support for high-potential employees.2. Practice the four types of sponsorship - creating visibility, confirming positive impressions, preventing negative associations, and protecting during criticism - to advance deserving talent.3. Recognize that effective sponsorship requires risking your own credibility and reputation, making it essential to sponsor only high performers whose values align with your own and the organization's goals.
In this episode, hosts Brad and Michael are joined by Dr. Kimberly Evans, board-certified OB-GYN and founder of Sugarland Med Spa. After transitioning from a traditional clinical practice to opening a med spa, Dr. Evans faced the unintended consequence of trying to do it all while also managing patient expectations. She shares how challenging moments led her to restructure her practice, set clearer boundaries, and implement protocols that support long-term growth. Tune in for insights on shifting from traditional medicine to aesthetics or wellness, including operational and legal complexities of combining insurance and cash-pay services, and why letting go can be a strategic move for long-term success.Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadattoStay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
In episode 203, Coffey talks with Kristi Spaethe about advice for emerging HR professionals navigating their early careers. They discuss how people often stumble into HR careers; the misconception that “loving people” qualifies someone for HR work; the importance of gaining foundational knowledge before jumping into employee relations; showing up authentically while maintaining professional boundaries; building a personal board of directors rather than relying on a single mentor; the balance between employer-provided training and self-advocacy for professional development; the value of HR certifications as confidence boosters; networking through local HR associations and professional organizations; managing up with leaders who don't understand HR's strategic value; and whether HR professionals can be friends with other employees. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Kristi Spaethe is the Chief Executive Officer of The People Perspective and People Perspective Search and Recruiting designed to be the one stop shop for all things people in the communities that these organizations serve. Kristi earned a Bachelor's Degree in Psychology with a Human Resources Development option and also holds the SHRM-CP certification. Kristi is the Immediate Past State Director for SHRM Oklahoma where she has served in prior various roles beginning in 2018. Kristi has also served in various roles, including President, with the Tulsa Area Human Resources Association since 2014. Additionally, Kristi currently serves on the Broken Arrow Chamber of Commerce Board of Directors and has served on the Bixby Metro Chamber of Commerce Board of Directors. Kristi also gives back to the community by giving her time to non-profit organizations such as Women in Recovery, Muddy Paws and Lindsey House. Kristi received the President's Award from the Tulsa Area Human Resources Association in 2016 and the Richard R. Messer Excellence in Human Resources award in 2019. She also received the Oklahoma Human Resources Award of Excellence in 2020 from the Oklahoma Human Resources State Council. The People Perspective has also been nominated for various awards through TYPROS Boomtown Awards, the Bixby Metro Chamber of Commerce, Tulsa Chamber of Commerce Small Business Awards and the Broken Arrow Chamber of Commerce. The People Perspective was selected as the Small Business of the year in 2021 through the Bixby Metro Chamber of Commerce and as the Small Business of the Year in 2023 through the Broken Arrow Chamber of Commerce. Kristi and her family reside in Broken Arrow, OK. Kristi Spaethe can be reached athttps://pplperspective.com/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: 1. Develop a personal board of directors that includes mentors, advocates, cheerleaders, and critics rather than relying on a single mentor relationship.2. Advocate for your own professional development by requesting training opportunities, certifications, and cross-functional experience while building external networks through HR associations.3. Maintain professional boundaries by showing up authentically while filtering your communication and avoiding personal friendships with employees to protect both yourself and the organization.
In this episode, hosts Brad and Michael are joined by Cameron Atlas, a keynote speaker, performance coach, and musician, to discuss how business owners can stay focused, avoid burnout, and lead with intention. Cameron specializes in helping leaders and teams enhance performance, improve decision-making, and effectively navigate change. Tune in to learn how a career built on performance and precision can contribute to burnout and discover how regularly evaluating key decisions can help you build a more resilient business.Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadattoStay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
Host Todd Marquardt talks about business law on this bonus edition of Talk Law Radio! Attorney Todd Marquardt brings you insightful topics every Saturday morning, but he's not stopping there! Join Todd every Sunday afternoon at 4:30pm for a special bonus segment! He addresses trending and specific topics in more detail with a professional perspective. The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation. Like & Subscribe! https://www.youtube.com/@talklawradio3421 Listen here! www.TalkLawRadio.com Work with Todd! https://marquardtlawfirm.com/See omnystudio.com/listener for privacy information.
Interview with Kelly Bagla, Esq.Get ready for an episode packed with power, passion, and legal wisdom! Today, we're sitting down with Kelly Bagla, known as The Queen of Business Law. With over two decades of experience, Kelly is the go-to legal expert for high-net-worth individuals and business owners who want to protect their empire before trouble knocks.
In episode 202, Coffey talks with Shannon Norris about a federal court ruling that invalidated portions of the EEOC's 2024 harassment guidance related to sexual orientation and gender identity. They discuss Norther District of Texas Federal Judge Matthew Kacsmaryk's decision in State of Texas v. EEOC; the narrow scope of the Supreme Court's ruling in Bostock v. Clayton County; the EEOC's broad interpretation of the Bostock ruling in its 2024 Enforcement Guidance on Harassment in the Workplace; the elimination of courts' deference to agency's opinions under the Loper Bright Enterprises v. Raimondo decision; the distinction between agency guidance and actual law post Loper; practical workplace challenges concerning bathrooms, pronouns, misgendering, and dress codes; the difference between harassment based on biological sex versus sexual orientation or gender identity; why the Texas v. EEOC ruling doesn't change existing anti-harassment law; the importance of maintaining respectful workplaces regardless of legal requirements; and advice for employers to avoid becoming test cases in emerging litigation. Links to stuff they talked about are on our website at https://goodmorninghr.com/EP202 and include the following topics: State of Texas and The Heritage Foundation v. Equal Employment Opportunity Commission, et al: Memorandum Opinion and Order EEOC Enforcement Guidance on Harassment in the Workplace Bostock v. Clayton County, Georgia Certiorari to the United States Court of Appeals for the Eleventh Circuit Federal judge in Texas rules LGBTQ+ people can be discriminated against at work Federal Judge Scraps Biden EEOC's Gender Identity Guidance: Here's What It Means for the Workplace Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Shannon Norris has represented a broad range of clients since he began practicing in 1993 in the areas of employment law, business litigation, trade secrets, civil fraud, and employee benefits. During that time, he has represented Fortune 100 companies to small businesses and individuals. Mr. Norris has extensive experience with employment litigation, noncompete agreements, misappropriation of trade secrets, and occupational fraud. He is a regular speaker on topics relating to employment law, civil litigation, and human resources. Mr. Norris began his career in 1993 at the law firm of Jones Day, where he was a member of the Labor & Employment Law Section. He formed his own practice in the year 2000. He is also a Certified Fraud Examiner and a member of the Association of Certified Fraud Examiners. Mr. Norris is Martindale-Hubbell AV Preeminent Peer Review Rated. Ratings reflect the anonymous opinions of members of the bar and the judiciary. Martindale-Hubbell® PEER REVIEW RATINGS™ fall into two categories—legal ability and general ethical standards. Shannon Norris can be reached athttps://www.norrisfirm.comhttps://www.linkedin.com/in/sdnorris/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: 1. Understand the constitutional limitations on federal agencies like the EEOC under current law.2. Understand the limitations of State of Texas v. EEOC and continue to prohibit any workplace harassment or disparate treatment based on sex.3. &n...
In this episode, hosts Brad and Michael share the story of a plastic surgeon whose hands-on approach helped create a thriving practice. Things took a turn when an unhappy patient uncovered weak spots in its operations and the risks of a practice built around one person. Tune in to learn how contracts, delegation, and internal protocols can foster sustainable growth while protecting your practice along the way.Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
With the release of U.S. News Rankings last month, renewed interest has surfaced regarding the parameters and impact of placement. Where law schools fall speaks to not only the quality of their percieved education, but also success regarding student employment and faculty publication. On this episode, I speak with Michael Conklin, a scholar who's been measuring bias within the Rankings system, this time focusing his attention on religious law schools. His paper, soon to be published in the Florida Journal of Law & Public Policy, is entitled Religious Law Schools, Rankings, and Bias: Measuring the Rankings Penalty at Religious Law Schools. Dr. Michael Conklin is the Visiting Assistant Professor of Business Law at Texas A&M University Central Texas and a lecturer at Texas A&M University School of Law. Full bio and SSRN papers. Cross & Gavel is a production of CHRISTIAN LEGAL SOCIETY. The episode was produced by Josh Deng, with music from Vexento.
In episode 201, Coffey talks with Jodi Brandstetter about using “design thinking” to effectively integrate AI into HR processes. They discuss how design thinking focuses on understanding problems from both business and human perspectives; the importance of starting with one specific HR challenge when implementing AI; how AI can assist throughout each stage of the design thinking process; ethical considerations when selecting AI vendors; concerns about job displacement versus job evolution; the value of transparency when implementing AI that affects employees; practical applications like improving communication and automating administrative tasks; security considerations when using AI tools; and the need to continuously test AI tools for bias and effectiveness. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Jodi Brandstetter is an HR consultant, bestselling author, and speaker who specializes in integrating design thinking and AI into HR practices. As the founder of Lean Effective Talent Strategies, she helps small to midsize companies in science, manufacturing, engineering, and technology modernize their talent strategies. With over 20 years of experience, she is certified in Design Thinking and has authored books like Hire by Design and HR by Design. Jodi lives outside of Cincinnati, OH with her husband, daughter and fur babies. Jodi Brandstetter can be reached at:https://jodibrandstetter.com https://linkedin.com/in/jodibrandstetter About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: 1. Apply design thinking methodology when implementing AI to ensure solutions address both business needs and employee experiences.2. Evaluate AI tools with a focus on responsible vendors, data security, and potential bias to protect both organizations and individuals.3. Prepare employees for workplace evolution by being transparent about AI implementation and providing upskilling opportunities for roles affected by automation.
Send us a Message!In this episode, we investigate The Business Law of the Linchpin, which is when The dependency businesses create on a single person or position for stability and growth puts the business' sustainability at risk.Our prescription for this episode is to take a hard look at your organizational structure and the norms in place around things like workload, standard processes, and customer retention. You may unknowingly have a linchpin putting you at risk.Past Episode Referenced:Season 3 Episode 2: What Are Common Stumbling Blocks To Business Growth?Season 2 Episode 24: How Can We Get A Better Handle On Workforce Planning?You can reach out to us to talk more about organizational assessments, just reach out to us at info@roman3.ca or through our LinkedIn page at https://www.linkedin.com/company/roman3Don't forget to sign up for our New Quarterly Newsletter that launched this fall!About Our Hosts!James is an experienced business coach with a specialization in HR management and talent attraction and retention. Coby is a skilled educator and has an extensive background in building workforce and organizational capacity. For a little more on our ideas and concepts, check out our Knowledge Suite or our YouTube Channel, Solutions Explained by Roman 3.
Leading Improvements in Higher Education with Stephen Hundley
This episode focuses on legal issues confronting faculty members across the higher education sector. Our guest is Kent Kauffman. Kent is Associate Professor of Business Law at Purdue University Fort Wayne. He is also author of the recently published book entitled, “Navigating Choppy Waters: Key Legal Issues College Faculty Need to Know.” Link to resource mentioned in this episode:https://rowman.com/ISBN/9781538197288/Navigating-Choppy-Waters-Key-Legal-Issues-College-Faculty-Need-to-Know This season of Leading Improvements in Higher Education is sponsored by the Center for Assessment and Research Studies at James Madison University; learn more at jmu.edu/assessment. Episode recorded: April 2025. Host: Stephen Hundley. Producers: Chad Beckner and Angela Bergman. Original music: Caleb Keith. This award-winning podcast is a service of the Assessment Institute in Indianapolis; learn more go.iu.edu/assessmentinstitute.
Business law is critical for any entrepreneur who wants to grow, protect, or exit their company with confidence. In this episode, Brandon Woodward — managing partner of Woodward, Kelly, Fulton & Kaplan — breaks down how smart legal strategy helps entrepreneurs avoid common mistakes and make sound decisions.If you've ever wondered whether your contracts are solid, how to prepare to sell your business, or how mergers and acquisitions really work behind the scenes, this is the podcast episode for you.Brandon shares insights from years of helping Florida and national business owners navigate the legal complexities of operating and scaling a business. Whether you're launching a startup, scaling up, or exiting your company, Brandon's wisdom bridges the gap between what business owners know and what they should know.We also dive into how AI is transforming legal practice, and why many Florida lawyers and legal professionals are still behind in adopting this game-changing technology. Brandon gives practical, real-world examples of how AI saves time, improves contract drafting, and supports smarter client service — without replacing the value of expert legal judgment.If you're searching for expert answers on how to protect your business, ensure your deals are airtight, and make smarter legal decisions, this episode delivers. Brandon gives direct, actionable guidance tailored to your needs — not legal jargon, just real talk that helps you avoid pitfalls and plan for growth.00:00 - Introduction to Brandon Woodward01:12 - What is Business Law and Why It Matters03:20 - Common Contract Mistakes Entrepreneurs Make05:45 - Why Mergers and Acquisitions Need a Legal Guide07:30 - Flat Fees vs. Hourly Billing in Legal Practice09:15 - Real Examples of Legal Pitfalls in Business11:00 - How AI is Changing the Legal Landscape13:05 - Balancing Business and Family as a Lawyer14:50 - When to Prepare Your Business for Sale16:30 - Brandon's Advice to Entrepreneurs and Professionals17:45 - Where to Connect with Brandon OnlineTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025
Join CJ Moneyway on The CJ Moneyway Show, in association with Bleav Network, as he welcomes Florida Business Law Attorney Matthew Fornaro. Discover Matthew's expert insights into business law, leadership, and building a successful practice. Gain practical advice on navigating legal challenges and empowering your entrepreneurial journey. #CJMoneywayShow #BleavNetwork #MatthewFornaro #BusinessLaw #Entrepreneurship #LegalAdvice #SuccessStories #PodcastLife #BusinessSuccess #LawyerLife #Inspiration #Empowerment #Leadership #PlantingSeedsOfWisdom https://cjmoneyway.com
In episode 200, Coffey talks with Gary Fowler live from the North Texas SHRM Conference about alternative dispute resolution especially mediation when a lawsuit may be involved. They discuss the distinctions between mediation and arbitration; the confidentiality protections in mediation; the difference between mediation and arbitration; preparation for effective mediation sessions; why decision-makers need to be present during mediation; economic and non-economic factors that can be addressed through mediation; the mediator selection process; who pays for mediation; and how a good mediator helps parties reach agreement. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Gary Fowler is a mediator and arbitrator with JAMS. He has been Board Certified in Labor and Employment Law by the Texas Board of Legal Specialization since 1994 and is a Fellow of the College of Labor and Employment Lawyers. With over 35 years of experience in all areas of labor and employment law, he has served as a mediator and arbitrator since 2015. He is a frequent speaker on alternative dispute resolution, focusing on mediation of discrimination, harassment, trade secret, executive compensation, and wage/hour disputes. He was co-chair of the Jackon Walker L&E section from 2013 to 2021, when he joined JAMS. Gary Fowler can be reached athttps://www.jamsadr.com/fowler/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week.Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: 1. Distinguish between the different forms of alternative dispute resolution2. Prepare effectively for mediation3. Understand the confidentiality provisions in mediation agreements and under Texas law
In this episode, hosts Brad and Michael share the story of a Texas dermatologist whose thriving practice was undermined by business operational missteps, one of which involved the misclassification of a key employee. Tune in to learn the legal differences between independent contractors and employees, the tax and operational implications of each, and the agreements necessary to safeguard your practice from costly mistakes. Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagram LinkedIn
In episode 199, Coffey talks with David McLaughlin about evolving leadership styles and their impact on the workforce. They discuss the evolution of leadership styles from historical figures like Julius Caesar to modern executives; the contrast between transformational and transactional leadership approaches; the connection between leadership, culture, behavior, and results; the importance of developing people rather than just focusing on short-term metrics; and the impact of collaboration on teams. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. Special thanks to Steve Peglar of HR Strategies of Texas for creating the Good Morning, HR theme music. About our Guest: David B. McLaughlin, M. Ed, SHRM-SCP, CWMF, has been a leader in human resources and organizational development for over 20 years. He is the founder of Pendulum Coaching, LLC as a coach and consultant, as well as the newly created Modern Leadership Research Lab focusing on leadership research. He has been a leader in the corporate world for some of the most well-known organizations in Oklahoma, including being on the Fortune Best Companies to Work For list in Oklahoma City for 18 years. David has a M. Ed in Adult Education and B.S. in Accounting from the University of Central Oklahoma. He is also a Ph. D student at Kansas State University researching the intersection of mindfulness and emotional intelligence among leaders. David is the host of The Modern Leader podcast. He has proudly served on numerous non-profit, association, and business leadership boards across Oklahoma. David is the author of Modern Leadership: Leaving Vintage Leadership Behind (https://a.co/d/5xxZ7iH). David McLaughlin can be reached athttp://pendulumcoaching.comhttp://www.linkedin.com/in/davidbmcThe Modern Leader Podcast with David B. McLaughlin About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week.Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: 1. Distinguish between "vintage" leadership (hierarchical, metrics-focused) and "modern" leadership (collaborative, people-focused) to adapt leadership style to today's workforce needs.2. Implement transformational leadership practices that invest in employee development rather than using transactional approaches that treat employees as replaceable assets.3. Recognize how team-level culture often has more impact on employee experience than organization-wide culture, emphasizing the critical role of frontline and middle managers.
This episode of the ABA-funded podcast, "Mind the Gap: Dialogs on Artificial Intelligence" was recorded at a Continuing Legal Education session. Our subject is, "The Intersection of Cybersecurity and Artificial Intelligence." Our two guests, Candace Jones and Jon Garon, are distinguished lawyers. Candace Jones retired recently from the Federal Reserve Bank of New York. Previously she was a partner at a large law firm in Cleveland and is a former Chair of the ABA Section of Business Law's Cyberspace Law Committee. She is now a member of the ABA Cybersecurity Legal Task Force. Jon Garon is Professor of Law, Nova Southeastern University Shepard Broad College of Law and is the current Chair of the ABA Section of Business Law's Cyberspace Law Committee. Both Candace and Jon have written extensively on artificial intelligence and cybersecurity. Some of their writings are included in the materials for this program and will be linked in the podcast web page about this episode.
In episode 198, Coffey talks with Kelly Baringer about 2025 trends in employee health benefits and strategies for reducing healthcare costs. They discuss value-based care and directed networks that steer patients to providers with better outcomes; consumer-driven healthcare plans with transparent pricing and no balance billing; the rising costs of pharmacy benefits and hidden broker compensation; and fiduciary responsibilities of HR professionals when managing employee healthcare plans. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Kelley Barringer is a Vice President of Employee Benefits Consulting, with the Employee Benefits team located in Dallas, Texas. She serves as a senior client executive, client advocate, and key liaison with our clients' executive teams, human resources, benefits, finance, and operations contacts. She provides oversight of the USI service team including overseeing the day-to-day needs of clients and is responsible for conducting periodic dialogue with key client contacts to assume overall satisfaction with the USI team. She joined USI in 2022 and has been in the insurance industry since 2015. Prior to USI, Kelley worked at Ardent Solutions/Alera Group for 6.5 years in employee benefits. Before that, she worked in technology sales and services at Canon USA. Kelley spent time in the medical device industry working with physical therapists and in operating rooms with implants. She has her B.S. in Exercise Science from (UTA) The University of Texas at Arlington and achieved her M.B.A. through (SMU) Southern Methodist University's executive program. She was a Specialist in the US Army Reserve's 441st Ambulance Unit, deployed to Camp Buehring, Kuwait as a medic. Kelley is involved in her local SHRM chapter, DallasHR, as a board member, and is a Tri-chair for the Richardson Chamber of Commerce's Women in Leadership Committee. She and her oldest daughter are involved with their local National Charity League chapter. She also sits on the City of Richardson's Tax Increment Financing (TIF) Board. Kelley was raised in Garland, TX and resides in Richardson, TX. She and her husband have three school-aged children. Kelley Barringer can be reached athttps://www.usi.com/https://www.linkedin.com/in/kelleybarringer/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week.Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: 1. Investigate value-based care options like UHC's app-based plans that use provider ratings and incentivized co-pays to guide employees toward higher quality care while reducing costs.2. Identify and understand broker compensation structures within your healthcare plans to fulfill fiduciary responsibilities and ensure transparency in benefit costs.3. Evaluate personal and company liability protection needs regarding employee benefits decisions, including whether HR professionals need to be covered under errors and omissions policies.
In episode 197, Coffey talks with Adam Dougherty about angry ex-employees and new ways to get sued. They discuss managing post-termination communications from angry ex-employees; responding to threats of litigation; the importance of good people practices when faced with litigation threats; new causes of discrimination claims following last year's Supreme Court Muldrow v. City of St. Louis decision; and the wisdom of always assuming a decision that doesn't go an employees way may constitute an "adverse employment action.” Links to stuff they talked about are on our website at https://goodmorninghr.com/EP197 and include the following topics: - Evil HR Lady: Former Employee Threatens Lawsuit. How should HR respond?- Bloomberg Law: Justices' New Bias Test Puts Performance Reviews in Legal Bind Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Adam Dougherty is board certified in labor and employment law by the Texas Board of Legal Specialization. Adam counsels employers throughout Texas and the United States on a daily basis concerning a multitude of cutting edge and high stakes employment advice matters including terminations disciplinary actions and leave and accommodation issues Adam also regularly prepares handbooks personnel policies noncompete agreements employment agreements and complex separation agreements In addition to litigating in state and federal courts and arbitration proceedings on various discrimination FLSA and noncompete matters he also regularly appears before the Equal Employment Opportunity Commission EEOC US Department of Labor DOL and various state agencies Adam also conducts antiharassment and antidiscrimination training and workplace investigations. In addition to representing companies all across the state of Texas Adam also maintains a national and international practice representing companies operating in each of the states and across the globe In light of his unique experience representing multi state employers he serves on the Steering Committee of the firm's Multistate Advice and Counseling Practice Group. Adam is cocreator along with Sean Urich of “Monthly Conversations with Adam and Sean” an interactive employment law briefing held regularly in Dallas for legal and HR professionals The briefings are also broadcast live to a national and international audience See recent topics and other presentations in “Speeches” below. Adam is a volunteer with DallasHR and has also served as the Co-President of the Shelton School Dads' Group the past president of the University of Arkansas School of Law's National Alumni Association and as a coach of his daughters' basketball and softball teams. Adam Dougherty can be reached at https://www.linkedin.com/in/adam-dougherty-6946aa2/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: 1. Implement proper communication protocols when terminated employees threaten litigation, including directing all communications to one person and preserving relevant documentation.2. Document performance improvement plans thoroughly and follow through on scheduled check-ins to avoid undermining the company's position in potential litigation.3. Anticipate more claims under the expanded definition of "adverse employment action" following the Muldrow decision by carefully reviewing workplace decisions that might affect employee status or opportunities.
In this episode, hosts Brad and Michael share the story of a plastic surgeon who paid the price of not having formal agreements with his “business partner.” Without clear legal terms, the partnership led to patient loss and operational setbacks. Tune in to learn why having a legal framework and protective agreements, like non-competes and NDAs, is key to protecting your practice from business fallouts. Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
In this episode, hosts Brad and Michael sit down with Chris Suchánek founder of Firm Media, to explore the evolving landscape of medical marketing. After witnessing firsthand how larger firms worked with doctors, Chris built a marketing agency to provide a better, more effective approach for health care professionals. Tune in to learn the biggest pitfalls in medical marketing, how to maximize your ROI, and strategies to position your practice for long-term success. Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
What if the biggest threat to your business isn't a competitor—but what you didn't know about your legal foundation?In this episode, I sit down with powerhouse attorney and entrepreneur Kelly Bagla, who went from being underestimated in a male-dominated corporate law firm to becoming the trusted legal strategist for high-net-worth entrepreneurs and founders.Kelly shares how she moved from self-doubt to CEO-level certainty, why legal clarity is non-negotiable for sustainable success, and how women can protect their future by aligning purpose with legal power. Her story is the perfect example of the 3HQ™ in action: aligning your Head (strategy), Heart (mission), and Higher Self (legacy) to create the kind of business (and life) that actually lasts.If you've ever second-guessed a contract, felt unclear on your business foundation, or feared “getting it wrong”—this episode will give you both clarity and confidence to move forward like the CEO you were meant to be.Highlights:02:05 — From Law to LegacyHow cultural pride and childhood ambition built the foundation for Kelly's fierce drive and future.04:25 — Breaking the Mold in Corporate LawWhat it took to rise in a male-dominated space—and the mindset shift that changed everything.08:37 — The Exit That Changed It AllWhy walking away from a toxic environment was Kelly's most powerful move—and how it opened the door to aligned success.13:04 — The #1 Legal Mistake Most Entrepreneurs MakeSkipping structure? This could cost you everything. Kelly explains how to build a legal foundation that scales with you.17:19 — Business Models that Evolve With YouWhy your legal strategy should shift as your business does—and how to future-proof your success.21:15 — Daily CEO HabitsHow intention, gratitude, and structure shape the day of a woman leading with purpose.24:45 — Delegation and ProtectionWhy protecting your energy and focus starts with protecting your time—and the assets that matter most.27:38 — Final WisdomLead with clarity. Build with certainty. And remember: confidence is a muscle. Flex it.Hilary's 3HQ™ TakeawayKelly's journey is a masterclass in the power of alignment. She activated her Head to shift beliefs about her potential, used her Heart to stay emotionally connected to her mission, and stepped into her Highest Self by building a legacy of service and empowerment. That's a true ReLaunch.About Our Guest: CEO of Bagla Law Firm - Carlsbad, CA Kelly Bagla, the 2024 Top CEO nominee, is a cornerstone of San Diego's business community with over 20 years of experience in law and entrepreneurship. Known as the "Queen of Business Law®," she empowers high-net-worth individuals and business owners with proactive legal strategies to protect their ventures. Beyond leading Bagla Law Firm, Kelly is the founder of three additional businesses, a New York Times bestselling author of Go Legal Yourself!®, and a passionate advocate for entrepreneurs pursuing the American Dream. Her work reflects a deep commitment to ethical business practices, community service, and innovation. Kelly's dedication extends to supporting veterans through discounts and pro bono services, as well as contributing to animal welfare by donating to Last Chance At Life rescue. With a unique perspective as both an attorney and entrepreneur, Kelly inspires and equips others to navigate the challenges of business ownership with confidence.Website: -