Wendy Ellin is a Workplace Productivity Consultant, International Speaker, & Author of Enough Is Enough, Get Control of Your Stuff. Her insights into living an organized life are shared in her presentations with irreverence, humor, and a level of passion that motivates her audience to TAKE IMMEDIATE ACTION!
Wendy talks about real-life challenges that we all experience such as email overload, being on time (or not), reasonable expectations for getting things done, and much more. It is from Wendy’s 20 plus years in the corporate arena that she drew from her own successes by working smart, not hard—that inspired her to develop the tools and techniques for increasing workplace productivity and ultimately a renewed sense of peace of mind.
“It’s one thing to love what you do, and another to LOVE THE WAY YOU DO IT!” Wendy Ellin
Join Us for the February ITB Partners Meeting featuring Paula Fowler
Whether you are an Entrepreneur, an Employee or in transition, Strategic Planning is important to your success. Get ready for 2020 and learn the fundamentals from Paula Fowler, Six Disciplines Coach, and Predictive Index Certified Partner, offering small business owners tools to align people strategy with business strategy to achieve business results. Paula will present:
“It’s 2020 – What’s Your Plan?”
About Paula Fowler:
Paula Fowler
Paula is a strategic leader with a proven ability to create a company-wide vision and drive business results. Over 20 years of management and consulting experience in small to mid-sized businesses across a broad range of functional areas, including sales, marketing, finance, manufacturing, software development, operations, HR and customer support. Skilled as an internal consultant in analyzing existing operations and implementing strategies, processes, and technology to improve company profitability. Uses Predictive Index talent optimization tools to develop an organizational design, hire, inspire and drive team performance. Linkedin
Are your children ready to take over your business? The answer I usually get is something like “No, she has only been in the business for 10 years, she’s not ready to run a business.” Or, “He will get it eventually, but there is no rush.” Exit planning and succession planning are critical to a smooth sale and transition, but they are too often ignored until it’s too late, especially when it comes to family business situations. Are you burying your head in the sand because you are uncomfortable planning to leave the business?
You don’t have to leave tomorrow. At the same time, starting early will help you think through a variety of options to find a structure that best fits your needs. An early start will also provide enough time to talk through key issues with family, inside and outside of the business. The issues can be thorny ones when dealing with the family business, but time can bring everyone together.
Don’t leave a mess for your spouse, children, and employees. We will ALL exit our business at some point, one way or another. The process of selling is very complicated, and it will take much longer than most owners expect. Family business transfers are especially complex.
Again, you don’t have to rush out the door just because succession planning begins. But your family and employees will be more engaged knowing that you are laying out a game plan. If they are not yet ready, start now and include a plan for them to get ready. You may still think of them like this, but they really may be more ready than you think.
It takes a huge toll on morale when your children lack specifics and any semblance of a timeline. We routinely hear from adult children of business owners who are beyond frustrated at the lack of a real plan as to how they will eventually start taking steps to succeed Mom and Dad. They don’t need it to happen next week, but they need to know how and when. And, yes, what they need to do to show you that they are ready.
They may never be ready. However, getting an early start on talking about these issues will help you determine whether that is the case or not. You may find that they don’t want the family business, even if they would be capable. Either way, you need to know that as early as possible.
Get your family engaged in these complex issues. The right conversations will lead to the engagement that carries on your business legacy for years to come. Another significant benefit to family business succession conversations is that with a plan in mind, business value growth becomes a lot easier.
Let us know if a conversation about your specific succession planning situation would help you move forward.
David Shavzin created The Value Track to help business owners build value and create a path toward a successful exit. Too often, they have not built the value they need and are unprepared when the time comes to put their transition into action. In this RadioX interview, “Maximizing Exit Strategy, Understanding Value”, interviewed by John Ray on Business RadioX®: Listen to the Interview
David discusses critical issues that business owners need to understand in order to maximize the sale of their business. Exit planning is a process – not something to decide one day, and try to implement the next.
David helps business owners think through their long-term goals and plans, educates them on business value and brings the right – collaborative – advisory team around the table. He then assists in the implementation of value-growth initiatives, guiding them to a successful transition (sale, family transfer, etc.). His 7-step process improves their quality of life and allows them to exit on their own terms.
A frequent speaker on these topics, David is a CMC, former IMC Georgia chapter president and President and Co-Founder of Exit Planning Exchange Atlanta, formed to bring advisors together in a collaborative effort to serve their clients.
His early career was in banking and finance, then 12 years with life sciences company Sanofi/Aventis. He spent 4 years in corporate finance and Mergers & Acquisitions. Then, 8 years of leading teams responsible for Quality, Finance, Supply Chain, Customer Service and IT functions within a $175M subsidiary.
The Chief Operations Officer is responsible for all restaurant operations and delivering a guest experience, optimal profit, and franchisee satisfaction levels consistent with the goals set for the brand. As part of the senior management team, the COO is responsible for the development and execution of policies, procedures and financial strategies that align with the strategic direction of The Company. The COO must work cross-functionally with all departments to ensure the proper implementation of all systems and strategic alignment throughout the chain. A comprehensive annual operating plan to support successful growth and alignment with the strategic plan is essential.
IDEAL EXPERIENCE
The successful candidate has had approximately ten years of related experience in the restaurant or hospitality industries. A Bachelor’s Degree in Business or Restaurant & Hospitality Management is required. An MBA is a plus, but not a requirement. Experience in a multi-unit, franchised environment with 100 or more locations is desirable, as is the demonstrated ability to develop and lead major strategic initiatives. Experience achieving and maintaining high levels of customer service in a retail environment is required.
IDEAL PERSONAL PROFILE
We are seeking a results-oriented individual with an entrepreneurial spirit who has proven restaurant management skills. The successful candidate is well organized, with an eye for detail. The ideal candidate is a team player that can help lead this organization to “best in class” status while maintaining high levels of morale and customer service. Strong written and oral communication skills; problem-solving, and decision-making abilities are required, as is the highest standards of ethical behavior. A positive “can-do” attitude with an optimistic view of problem-solving and conflict management a must.
Break free by ignoring “You will…” Tyrants. Break free by pointing up and going to your NEXT experidigm. Claim ‘I will…” Experidigm! Claim the right to experidigm. Read Go: “I will…Experidigm; Ignore Tyrants.
Description
Break free by ignoring “You will…” Tyrants. Break free by pointing up and going to your NEXT experidigm. Claim ‘I will…” Experidigm! Claim the right to experidigm. Read Go: “I will…Experidigm; Ignore Tyrants. Tyrants are using an established moral infrastructure to brainwash and control people. Social, religious, business, educational, and governmental Tyrants are so common that many people are unaware that they are being programmed to follow “You will…” (subtle instructions and, sometimes, outright commanding “You will…” orders). A Tyrant is anyone who wields “You will…” orders. The author’s stance is to not tolerate the “You will…” propaganda robbing individuals of freedom and destroying experidigm ecosystems. “You will…” manipulation dominates all facets of life, especially any form of communication or connection. Social media opinions, preposterous ads, and “fake” news control the “mass” consciousness. All this communication is created and paid for to manipulate the listener to buy, to vote, or to just do what the Tyrant “You will…” wants. If people spend all their waking hours working or doing what the messages say, they are being controlled by Tyrants. “You will…” Tyrants and their administrators do not allow free will, true choice, or NEXT experidigming. Break free by ignoring “You will…” Tyrants. Break free by pointing up and going to NEXT experidigm. Claim ‘I will…” experidigm. Go! Claim the right to experidigm. Read Go: “I will…Experidigm; Ignore Tyrants.
About the author
Mark Grace
Described as a rainmaker and innovation leader, Mark Grace lives by the adage, “Aim higher, achieve more!” For Grace, “There will be setbacks, but the good side is to just point upward to go upward to better. You might not see better right away, but better is there if you keep looking and seeking. You can avoid, deflect, and ignore the bad people who try and to stunt your growth.” As an inventor, Grace has received over 18 patents, many trademarks and has been honored with international technology awards.
He is the author of a series of personal and corporate “how to grow” opportunity books: 1) Elements of Visual Talking, 2) Soaring to Awesome-Turd Throwers Beware, 3) Choosing Up, 4) Avoid Takers, 5) NEXT: “I Am…” Experidigmer 6) MORE: “We Am…” Experidigmers, and 7) GO: “We Will…” Experidigm. Grace earned his MBA from Washington University and Chemistry degree from St. Louis University. He is the founder of the growth advisory firm, Beyondvia Technologies. Beyondvia.com offers practical ways to liberate individuals and organizations to allow these entities to grow and evolve, to realize their visions and value.
Grace regularly advises global organizations and contributes to leading journals across a myriad of industries. Grace has coined the term “experidigm” to articulate to readers and followers his philosophy of achieving personal joy. Experidigm.com is the signup gateway to participating in Applied Experidigm Zones (AEZ) and building personal experidigms.
ITB Partner, Erica McCurdy launches her political career by entering the race for GA District 95.
Come by to mix, mingle, and meet Erica McCurdy, Candidate, State House of Representatives, 95th District. We live in a great community and we want to celebrate and talk about how we can be even better together. We look forward to seeing you!
Let’s work together to stop the partisan bickering and make an IMPACT on Georgia’s 95th. I have a history of rolling up my sleeves and getting the work done. That is exactly who I am, what I have always done, and what I will do as your State Representative.
When:
Wednesday, November 20, 2019, at 6:30 PM – 9 PM EST
“Introduction to FAIR Quantitative Risk Analysis Methodology”
Donna Gallaher provides Information Security and Operational Risk Management Advisory Services giving Boards of Directors and Senior Executive Management Teams the tools and expertise they need to navigate the unfamiliar waters of evolving markets. We facilitate collaboration among your company’s business units to develop policies and operational risk mitigation strategies appropriate for your risk tolerance. Donna will present:
Ms. Gallaher served as a C-Level Strategic Advisor in IT and Cyber Strategy for multiple global companies for over 15 years drawing from her previous successes in engineering, solution selling, IT operations and leadership. She provides value to clients by thoroughly understanding business and regulatory requirements, assessing obstacles and translating technical challenges into business risks allowing technology to function as a business enabler. Linkedin
The Atlanta chapter of the Business Executives Networking Group (BENG) is a multidiscipline, independent group of job seekers, those currently employed and business networkers, who are willing to help others. Current membership includes mid to senior-level executives with over ten (10) years of business experience. Past attendees have come from financial management, information technology, legal, manufacturing, engineering, transportation, logistics, distribution, and general management industries. We actively seek new members from all disciplines.
The October 2019 issue of Atlanta Magazine, in partnership with an independent research firm QMI Research, named Kevin Garrett as a 2019 FIVE Star Wealth Manager. This is the sixth consecutive year that he has received this award, and the seventh in eight years. Kevin is a partner of Integrated Financial Group, a consortium of professional advisors.
“I’m appreciative of the recognition of this award. While its great to be included in this group, we always strive to improve our client’s experiences, like our Return On Life program that we are rolling out this year which is designed to give our clients the best chance to live their ideal life,” Garrett commented.
The Five Star program is the largest and most widely published wealth manager award program in North America. As part of the updated research process for the Five Star Wealth Manager program, firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets. The updated Five Star Wealth Manager award process includes:
Eligibility Criteria – Required: 1. Credentialed as an investment advisory representative or a registered investment advisor. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and compliant history review. 4. Fulfilled their firm review based on internal firm standards. 5. Accepting new clients.
Evaluation Criteria – Considered: 6. One-year client retention rate. 7. five-year client retention rate. 8. Non-institutional discretionary and/or non-discretionary client assets administered. 9. The number of client households served. 10. Educations and professional designations.
3,197 award candidates in the Atlanta area were considered for the Five Star Wealth Manager award. 285 (approximately 9% of the award candidates) were named 2019 Five Star Wealth managers.
You can see the listing in the October edition of ATLANTA Magazine
My firm specializes in working with people that experience what we call “Sudden Income.” Typically the income came from one of these events:
1) Accessing and Managing Retirement Assets
2) A Performance Contract (Typically a Sports or Entertainment Contract)
3) Divorce Settlement
4) An inheritance or Insurance Payout
5) Sale of a Business or Stock Options
6) A Personal Injury Settlement
I believe the unique nature of these events requires specialized professional experience, empathy, and communication to deal with both the financial changes and the life changes that inevitably come with them.
My clients value my ability to simplify complex strategies into an actionable plan. They also appreciate that I am open, non-judging and easy to talk to about their dreams and fears. Each client defines financial success differently and my goal is to guide them from where they are now to where they want to be. As my client’s advisor, my goal is to provide them with a lifetime income stream, improving returns, protecting their funds and managing taxes.
Firm Specialties:
Retirement Planning For Business Owners & Executives
Woman’s Unique Financial Planning Needs
Professional Athletes
Investment/Asset Allocation Advice
Estate Planning
Risk Management
Strategic Planning
Kevin was listed in
The Wall Street Journal as “One of the Financial Advisors In The Southeast That You Need To Know”
Kevin was listed in Forbes Magazine’s Annual Financial Edition as a Five Star Financial Advisor
Kevin has been awarded the Five Star Professional Wealth Manager in Atlanta Magazine in 2012, 2014, 2015, 2016, 2017 and 2018.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
KEVIN GARRETT, AWMA, CFS
Integrated Financial Group
200 Ashford Center North, Ste. 400 | Atlanta, GA 30338
A verbal agreement. Friday, October 11, the U.S. announced that it had reached a verbal agreement with China, concluding two days of face-to-face talks and rampant speculation of a deal in financial markets. China agreed to purchase more agricultural products from the U.S., and the U.S. dropped plans for higher tariffs on $250 billion in Chinese goods, which were scheduled to take effect Oct.15. Stocks are down this morning, though, amid reports that China wants more discussions with the U.S. before signing the deal.
Slumping Chinese imports. We believe progress in the U.S.-China trade dispute is becoming more crucial to jumpstarting global demand, as China data showed this morning. China’s imports (in U.S. dollars) dropped 8.5% year over year in September, the fifth straight decline, while China’s exports fell 3.2%. Slumping Chinese imports adds to evidence that the second-largest world economy has weakened over the past year, while pockets of the U.S. economy continue to deteriorate. We think signs of slowing growth could motivate both sides to continue working together.
Earnings preview. Corporate America is unlikely to deliver much if any, earnings growth in the third quarter. However, we think better days lie ahead. We expect progress on trade to keep U.S. economic growth at or above the trend for the current economic expansion. The U.S.-China trade conflict is unlikely to be resolved anytime soon, but we believe any small steps forward could increase business confidence and spark capital investment, lifting corporate profits. Flat earnings are hardly exciting, but we think prospects for better growth in 2020 will support stocks at current valuations.
Stocks rally to end the week. Stocks rallied on trade optimism late last week, erasing the S&P 500 Index’s 2% loss through Tuesday. Fixed income markets dropped across the board as global interest rates moved sharply higher. Review all the major indexes in the latest Weekly Market Performance.
The week ahead. This week’s economic calendar in the United States includes retail sales and Federal Reserve’s Beige Book on October 16, followed by industrial production on October 17 and the Conference Board’s Leading Economic Index on October 18. Internationally, we’ll get industrial production and Consumer Price Index data out of the Eurozone. A swath of China data is slated to be released as well, including third-quarter gross domestic product, inflation, and industrial production.
Kevin Garrett – Integrated Financial Group
My firm specializes in working with people that experience what we call “Sudden Income.” Typically the income came from one of these events:
1) Accessing and Managing Retirement Assets
2) A Performance Contract (Typically a Sports or Entertainment Contract)
3) Divorce Settlement
4) An inheritance or Insurance Payout
5) Sale of a Business or Stock Options
6) A Personal Injury Settlement
I believe the unique nature of these events requires specialized professional experience, empathy, and communication to deal with both the financial changes and the life changes that inevitably come with them.
My clients value my ability to simplify complex strategies into an actionable plan. They also appreciate that I am open, non-judging and easy to talk to about their dreams and fears. Each client defines financial success differently and my goal is to guide them from where they are now to where they want to be. As my client’s advisor, my goal is to provide them with a lifetime income stream, improving returns, protecting their funds and managing taxes.
My firm specializes in working with people that experience what we call “Sudden Income.” Typically the income came from one of these events:
1) Accessing and Managing Retirement Assets
2) A Performance Contract (Typically a Sports or Entertainment Contract)
3) Divorce Settlement
4) An inheritance or Insurance Payout
5) Sale of a Business or Stock Options
6) A Personal Injury Settlement
I believe the unique nature of these events requires specialized professional experience, empathy, and communication to deal with both the financial changes and the life changes that inevitably come with them.
My clients value my ability to simplify complex strategies into an actionable plan. They also appreciate that I am open, non-judging and easy to talk to about their dreams and fears. Each client defines financial success differently and my goal is to guide them from where they are now to where they want to be. As my client’s advisor, my goal is to provide them with a lifetime income stream, improving returns, protecting their funds and managing taxes.
Firm Specialties:
Retirement Planning For Business Owners & Executives
Woman’s Unique Financial Planning Needs
Professional Athletes
Investment/Asset Allocation Advice
Estate Planning
Risk Management
Strategic Planning
Kevin was listed in
The Wall Street Journal as “One of the Financial Advisors In The Southeast That You Need To Know”
Kevin was listed in Forbes Magazine’s Annual Financial Edition as a Five Star Financial Advisor
Kevin has been awarded the Five Star Professional Wealth Manager in Atlanta Magazine in 2012, 2014, 2015, 2016, 2017 and 2018.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
KEVIN GARRETT, AWMA, CFS
Integrated Financial Group
200 Ashford Center North, Ste. 400 | Atlanta, GA 30338
