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Burr Forman's Results Matter Radio

Women Presidents’ Organization

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The Women Presidents’ Organization (WPO) is a non-profit membership organization for women presidents of multimillion-dollar companies. Members of the WPO take part in professionally facilitated peer advisory groups in order to bring the ‘genius out of the group’ and accelerate the growth of their businesses.

Moira Vetter/Modo Modo Agency LinkedinTwitter

Moira Vetter is the founder and CEO of Modo Modo Agency, an award-winning, business-to-business marketing firm that has won over 100 awards in its first 5 years. Modo Modo Agency, with offices in Atlanta and Los Angeles, was recognized as the second fastest growing women-owned Atlanta firm in 2010. She has just published her first book, AdVenture, An Outsider’s Inside View of Getting an Entrepreneur to Market.

Joy Lynn Fields/Joy Lynn, Inc. LinkedinTwitter

Joy Lynn Fields is an award-winning focus group moderator whose 25-year marketing career includes qualitative research and brand strategy work for some of the world’s most well-known companies and brands.  Joy Lynn is the founder and CEO of Joy Lynn, Inc. a full-service qualitative marketing research company based in Atlanta GA. She founded the company in 1995 after spending 6 years in consulting with the late Frank Lane, recognized branding expert and author of Killer Brands. Although Joy Lynn’s experience spans a broad range of categories, much of her focus has been in consumer packaged goods.  She conducts both traditional and web-based qualitative, as well as some ethnographic work throughout the US and abroad.  Her experience includes facilitating groups and interviews among not only consumers, but physicians, employees and executives as well.

In 2013, Joy Lynn was named Enterprising Women of the Year by Enterprising Women magazine.  In addition to her undergraduate degree and post-graduate work, Joy Lynn also has an Expert Level Professional Research Certification from the Marketing Research Association and a Certificate in Marketing Strategy from Cornell.  She can be reached at jlfields@joylynn.com

Catherine Cates/Newport Board Group Linkedin

Catherine Cates, Advisor with Newport Board Group, is a seasoned executive whose 30 year business career includes 13 years in C-level roles in entrepreneurial companies. Catherine is passionate about helping entrepreneurs grow their businesses past the predictable barriers called “No Man’s Land”.

Catherine uses her ten years of banking and finance experience to help CEO’s “decode” their financial statements and focus on just a few key metrics. Growth often requires cash, and Catherine helps companies better manage their cash and put together a compelling story for lenders and investors to bring in more cash. She also helps CEOs focus on the most important issues that will drive growth and profitability. And she helps get leadership teams aligned for better results.

Catherine has been a CEO of a specialty medical staffing firm, and COO of a manufacturing firm. She worked in finance and banking for ten years, and was also a consultant with a national firm for two years. She grew up in North Carolina and holds a B.A in Economics from Dartmouth College, and an MBA from Harvard Business School.

Page Harty/SignatureFD FacebookLinkedinTwitter

Page Harty is a partner and senior client relationship manager at Signature FD, LLC. She is a Certified Financial Planner professional and has been in the financial services industry for over 20 years. Page has spent the majority of her career providing comprehensive financial advice to high-net-worth individuals and families.

Page is the leader of SignatureFD’s women’s initiative, SignatureWOMEN, and is passionate about helping other women become financially empowered to use their wealth to lead a great life. She is committed to helping women clients create a plan that guides them through life’s transitions, such as the loss of a spouse, divorce, selling a business, retirement and job changes.

Prior to joining SignatureFD in 2008, Page served as First Vice President, Wealth Strategist, in the Private Wealth Management (PWM) area of SunTrust Bank, where she partnered with successful individuals and families to develop comprehensive wealth management solutions. Before joining SunTrust, she spent several years calling on the ultra-high-net-worth market as a Financial Advisor with Morgan Stanley’s Private Wealth Management Group, followed by a Wealth Strategist position in SunTrust’s multi-family office affiliate, Asset Management Advisors (AMA).

Page is a native Atlantan. Her two grown sons, Mat and West, live in Washington, DC, and Jacksonville.

 

 

A.D. Frazier with Georgia Oak Partners, Bob Johnson with Club E Atlanta, Miranda Bryen with GivingPoint and Janet Young with AWSCPA

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A.D. Frazier/Georgia Oak Partners

A.D. Frazier is President of Georgia Oak Partners, and former Chief Operating Officer and second in command of the Atlanta Committee for the Olympic Games (ACOG)of the 1996 Summer Olympic Games.

Georgia Oak Partners (“GOP”) is a highly differentiated investment platform focused on growth private equity investments in the Southeast US.  They have announced they will make a “significant” investment inYour Pie, a fast-casual concept out of Athens that lets pizza lovers customize everything that goes on their personal pies, from the dough to the cheese.

Bob Johnson/Club E Atlanta

Club E is an on-earth and on-line network bringing Entrepreneurs, Experts, and Executives together to discover new opportunities and grow their business.  The Club E in College Park, Georgia is the second Club E location in the US.

Miranda Bryen/GivingPoint

Miranda Bryen is the Executive Director with GivingPoint, an Atlanta-based youth development organization focused on equipping and motivating students to create positive change in their community. GivingPoint partnered with The Marcus Foundation to launch the GivingPoint Institute in August 2013.

The $75,000 lead gift from The Marcus Foundation will be instrumental in helping to fund the GivingPoint Institute in its inaugural year, with a goal to support 15 to 20 students as they create and implement their own individual community projects.

Janet Young/AWSCPA-Georgia

Janet Young is the National VP of Membership for the American Women’s Society of CPA’s (AWSCPA) and the most recent past president of the Georgia Chapter of the AWSCPA. Her mission for the year was to “Nurture and Grow.” The AWSCPA Georgia chapter is a network of women devoted to tax and accounting. They are in the business of developing future Women CPA Leaders in Atlanta. They offer excellent and affordable Continuing Professional Education, selecting only the best speakers that address today’s issues in a relaxed environment.

 

Nancy Wright Whatley with Metro Atlanta Chamber and Veronica Maldonado with Georgia Minority Supplier Development Council

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Nancy Wright Whatley/Metro Atlanta Chamber FacebookLinkedinTwitter

Named the vice president of entrepreneurial development for the Metro Atlanta Chamber (MAC) in 2010, Nancy Wright Whatley is responsible for generating new business development opportunities for small business members by connecting small and large businesses together. As a former business owner, she understands the challenges of growing a business through the right connections.IMAG0136v2

Veronica Maldonado/GA Minority Supplier Development Council FacebookLinkedinTwitter

Ms. Maldonado is a dynamic and versatile Latina community business leader whose voice, passion and purpose are focused on building up the human spirit, creating synergy amongst communities, and fighting for the “inalienable right” for all to progress and excel in any environment.

She is an expert in fostering strategic alliances, creating win-win negotiations and implementing effective marketing strategies that increase any brand value throughout the pipeline. She is ready to meet and exceed any challenge set before her, a quality most recently demonstrated as director of the Georgia Mentor Protégé Connection, which is a mentor protégé program—the first of its kind in the nation.

The product of hard work, determination and perseverance as well as an entrepreneurial family tree that spans generations in the U.S. & Latin America, Ms. Maldonado is uniquely qualified to lead the MPC program and thereby to help provide a path to sustainability, progression, and economic growth for small business owners in Georgia.

 

 

GreenbergFarrow and ICIC

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Results MatterGreenbergFarrow – International Architectural Business

Rodney E. Abney, Jr., PLS, MBA – Principal LinkedinTwitter

As a Principal at GreenbergFarrow, Rod Abney is a key leader at the firm with 20 years of experience in the land development and business operations arenas.

Mr. Abney, who is based in Atlanta, possesses diverse experience in the commercial real estate development arena, working with a wide range of clients on a national and international basis in the retail, hospitality, energy, residential, mixed use and government sectors.

Prior to joining GreenbergFarrow in 2007, Mr. Abney served on the Senior Management Team for a nationally prominent land development firm with excess of 250 employees. In this capacity he managed multiple office locations and multiple key Client relationships with an annual budget in excess of $10 million dollars.

Mr. Abney earned a Bachelor of Science degree in Civil Engineering Technology from Southern Polytechnic State University and an MBA from Georgia State University.

Rene Ferandel RA, MBA, SLRC – Principal

Mr. Rene Ferandel is a nationally recognized leader in the Retail Design and Construction Industry. In his role as Principal responsible for the Growth and Diversification Strategy at GreenbergFarrow, Rene has been instrumental in the transformation of the firm from a large, single-client organization into the firm of choice for many national and international brands, including IKEA, Bed Bath & Beyond, GAP, Limited Brands, Carter’s, Savers, Whole Foods Market, Bob Evans, Starbucks, Chipotle, Wendy’s, and TD Bank, to name a few.

Among his other responsibilities, Rene is leading GreenbergFarrow’s expansion efforts into Latin America, including the recent opening of an office in downtown Mexico City. In addition to supporting the expansion efforts of one of the firm’s U.S.-based home goods clients into that market, the Mexico City office is serving as the beachhead for serving other U.S. and international retailers who are also expanding into Latin America.

ICIC – Initiative For A Competitive Inner City

Donna Ennis Linkedin

Donna Ennis, C.P.F is the project director for the MBDA Business Center – Atlanta located at Georgia Tech’s Enterprise Innovation Institute (EI2). Funded by the Department of Commerce Minority Business Development Agency (MBDA), the MBDA Business Center’s mission is to grow and strengthen Minority Business Enterprises (MBEs).

A Certified Professional Facilitator, Donna is responsible for the strategic direction, marketing, outreach, and operations for the Center and provides assistance to Center clients in strategic, business and market planning; private and public procurement, finance, operations and business process improvement. Under her leadership, the Center has assisted MBEs in generating over $500 million in contracts, financing, and sales and creating more than 3,500 jobs.

Russell Brown, M.D. and Chuck Lewis/Avenia Behavioral Management Linkedin

 

Forum 400 Members and Institute of Internal Auditors

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The Forum 400 is an exclusive “By Invitation Only” organization for life insurance leaders and legends, and a rare opportunity to be among elite producers.

The Institute of Internal Auditors (IIA) is an international professional association with global headquarters in Altamonte Springs, Florida, USA. The IIA is the internal audit profession’s global voice, recognized authority, acknowledged leader, chief advocate, and principal educator.

Brian Byars/Advanced Retirement Planning, LLC FacebookLinkedinTwitter

Charles Heinz/Heinz and Associates

Connie Brown/Experis Finance and Atlanta IIA FacebookLinkedinTwitter

Connie serves on the Executive Committee of the Board of Governor for the Atlanta IIA as the President. She also serves on the Regional Conference Committee (RCC) for the North American Board of the IIA. She is a Certified Public Account (CPA) in Georgia, a Certified Internal Auditor (CIA) and holds a Certification in Risk Management Assurance (CRMA).

Connie is a Director in the Risk Advisory Services practice of Experis Finance. She has over 25 years of accounting, finance and internal audit experience gained from public accounting, consulting and industry positions. Connie has led business consulting efforts for global and municipal organizations. Her responsibilities have included the management and performance of financial, operational and compliance reviews.

Bill Mulcahy/Mulcahy Accounting and Risk Consulting

William J. (Bill) Mulcahy is the namesake and recipient of the 1,800 member Institute of Internal Auditors Atlanta Chapter’s top annual award, The William J. Mulcahy Excellence Through Leadership Award.

Mulcahy, a Certified Internal Auditor (CIA) and a Certified Public Accountant(CPA) is President and CEO of Mulcahy Accounting and Risk Consulting firm based in Dunwoody. One of his engagements is the Auditor for the City of Dunwoody. Prior to starting his firm, for 15 years he was the Chief Audit Officer at Emory University and Emory Healthcare.

Bill has been active in his profession as a Board Member and Chairman of the Board of the Institute of Internal Auditors and was the Chairman of the IIA’s premier event, the International Conference in Atlanta in 2010. He is also Founder and Chair of the Advisory Board of the Internal Audit Center in the School of Accountancy of Kennesaw State University’s Coles College of Business. Bill is a Board member and Treasurer of the Dunwoody Chamber of Commerce.

Mulcahy earned his Master of Science in Health Care Policy and Administration from Mercer University’s Stetson School of Business and Economics and his Bachelor of Science in Accounting from Philadelphia University.

 

Spotlight on Digital Atlanta Conference

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Now in its fourth year, Digital Atlanta is a week long series of workshops, lectures, networking, and social events that brings together entrepreneurs, innovators, business leaders, solution providers and executives to discuss digital innovations, explore opportunities in the digital space and highlight how Atlanta is leading the charge in many of these areas.

Through October 7-11, 2013,  register for a week of exciting topics spanning everything from social media, entertainment, startups, nonprofits, gaming, culture, mobile, sports, and marketing.

Kashi Sehgal/Gigabark 

Kashi Sehgal is Co-Founder and CEO of Gigabark, a mobile messaging company specializing in phone, text, and survey broadcasts and custom solutions. She serves as a Board Member of Georgia’s WIN List, and as a member of the Fulton County Career & Technical Education Advisory Council. A co-founder of two non-profits , Music For Tomorrow and Mentor Walk, Kashi serves as Executive Vice President of the Campus Community Partnership Foundation and CEO of KTrain, her consulting company. She earned her undergraduate degree from The George Washington University and a graduate degree from Georgia Tech.

Kashi is also this year’s Program Director for the Digital Atlanta Conference.

Diane Bloodworth/Competitive Sports Analysis FacebookLinkedinTwitter

In 2010, Diane Bloodworth founded Competitive Sports Analysis (CSA), a cutting-edge sports analytics company, and subsequently launched leading fantasy sports tool, scoutPROTM. Diane is a serial entrepreneur and previous founder of an IT process improvement consulting firm that was acquired in 2003. She has more than 25 years of experience in the technology industry with experience at Fortune 500 companies, government and small businesses. Through CSA she is able to combine her love of sports and expert knowledge of technology to make the sports industry more competitive and efficient into the future.

Pablo Henderson/W Hotels FacebookLinkedinTwitter

 

 

Rebecca Harrell with Randstad and Keith Radford with Uber

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Rebecca Harrell/Randstad Randstad Facebook Randstad LinkedinRandstad Twitter

Rebecca Harrell is Regional Vice President of Randstad Staffing, Office and Administration division. She is responsible for the sales strategy, operations and market growth for Office and Administration in the Atlanta market. She brings over 20 years of sales, recruitment and operational leadership and has had a proven track record of delivering strong financial results while developing and implementing strategies and programs that enhance, evolve and strengthen a high performance culture.

Results Matter

Keith Radford/Uber FacebookLinkedinTwitter

Keith Radford is an Atlanta native who attended Harvard and majored in Economics in 2002.  He spent several years in the financial services industry in New York and Amsterdam before attending business school at Kellogg at Northwestern.  Keith joined Uber in January 2012, charged with launching new markets for the company.  He has launched Los Angeles, Philadelphia and Atlanta, and is now acting as General Manager for the Atlanta market.

 

Socially Responsible and Sustainable Investing

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Scott SadlerScott Sadler/Boardwalk Capital Management Boardwalk FacebookBoardwalk LinkedinBoardwalk Twitter

Scott Sadler is the President and Chief Investment Officer of Boardwalk Capital Management, an Atlanta, Georgia-based independent investment advisory firm specializing in Socially Responsible and Sustainable Investing. The firm is the Southeast’s first Certified B Corp investment management practice.

Boardwalk is focused on providing individuals and institutions with cost effective, risk-managed sustainable investment solutions, tailored to their unique values. Scott has 26+ years of investment/financial management experience, including seven years at the helm of a top-ranked global emerging markets equity mutual fund.

Scott Hitch/Burr & Forman

Scott practices in Burr & Forman’s Environmental group and works with clients in all aspects of environmental law. Scott counsels clients on business strategy, regulatory compliance, permitting, policy, transactions and resolution of disputes. Scott’s services include: land conservation, historic preservation, brownfield redevelopment, environmental remediation, corporate responsibility/sustainability and recycling and regulation of wastes. He also consults with corporations in dealing with resource allocation and regulation such as water quality and its environmental impact, air quality, greenhouse gas, climate changes and energy sources. Scott’s environmental services also include dealing with commercial real estate transactions and the entire sustainable building process.

ACG Atlanta Roundtable

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ACG (Association for Corporate Growth) was founded in 1954. It is a global organization with 58 chapters and over 14,000 members. ACG brings dealmakers together to help them achieve their business and professional goals. ACG brings together every segment of the growth community – private equity professionals, investment bankers & intermediaries, attorneys, auditors & accountants, lenders, corporate development officers, company leaders, and is focused on the middle market.

Catherine Dixon/The Intersect Group & ACG Atlanta’s VP of Membership 

Catherine Dixon is regarded as an expert resource in mergers & acquisitions and corporate finance. Her relationship-based approach and deep functional knowledge give her a unique perspective with which to serve clients. To help CFOs succeed, she combines her expertise as an investment banker and CPA with her talent for clearly understanding needs and then connecting those needs with workable solutions. Her practical problem- solving skills help CIOs as they work through the critical steps of merger integrations and planning for other initiatives. Prior to joining The Intersect Group, Catherine spent 15 years at some of the country’s top industry brands, like ChoicePoint, Sun Trust Robinson Humphrey and Arthur Andersen, in a variety of roles, including mergers & acquisitions, strategic planning, business due diligence, and accounting. Catherine holds a Bachelor of Science degree from Wake Forest University and a Master of Business Administration from Harvard Business School. Catherine is married with three children and is involved with the Association for Corporate Growth, Habitat for Humanity and Westminster Schools.

Sara O’Brien/O’Brien & Company & ACG Atlanta’s VP of Programs

Sara O’Brien is currently the President and CFO of O’Brien & Company. She is the former CFO and Director of Ops for the Dental System Group, a $500 million dollar division of Carestream Health which serves businesses in 130 countries and employs 1500 people. With revenues of more than $2.5 billion, Carestream is a leading provider of dental and medical imaging systems and healthcare IT solutions. The company was formed in 2007 when Onex Corporation purchased Eastman Kodak Company’s Health Group.

Sara has a proven track record of success in managing company P&L, tracking company performance and adjusting corporate strategies. She has collaborated in numerous transformation programs, participating in their design, development, management, and execution. Sara is known for consistently maintaining a high degree of shareholder confidence and retention by driving revenue and delivering results with directed focus on ROI.

Sara began her career in 1995 with GE where she was rapidly promoted to positions in Six Sigma Quality, Merger and Acquisitions and Corporate Finance. She is a graduate of GE’s premier training program in Financial Management. Sara holds a BSBA in Finance from UF. She earned her MBA from Emory in 2003.  A leader in her community, Sara is the founder of The Executive Women of Goizueta, and currently serves on the Goizueta Alumni Board. She is the Advisory Board Chair for Crime Stoppers, and she serves on the Girls Scouts of Greater Atlanta Board and the Association of Corporate Growth Board. She is a graduate of the Leadership Atlanta Class of 2009. In 2008, she was named to the Board of Director’s Executive Leadership Honor Roll. Most notably, she is the recipient of Goizueta Business School’s 2006 Alumni of the Year Award and was profiled by the Atlanta Business Chronicle as an Up and Comer, one of Atlanta’s most promising younger leaders under 40.

Debra Gail Steen with ACR 2 Solutions

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Debra Gail Steen/ACR 2 Solutions, Inc. 

Debra Gail Steen is a Sales Manager with ACR 2 Solutions, Inc. HIPAA 102: New Rules and Penalties for Non-Compliance. The Omnibus Rule represent massive sweeping changes to the HIPAA Privacy and Security. Hear what’s changed, what’s new and what it could mean to your organization. (For any Medical Practice, Hospital and their Business Associates.)