Pilgrim on the 405

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Greg Benson, EOS

March 13th, 2018

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0_1_.jpg After 25+ years of searching for tools and systems to help business owners and to make a difference in their lives, I've found a comprehensive system with a time-tested set of simple tools. No this isn't magic. It takes discipline and commitment but it gets results ... like nothing else I've ever seen. I wish I had found this 25 years ago ... so much more that I could have done for my clients. More importantly, I love the difference that I make in the lives of business owners and their families today.

Mike Abercrombie, EOS

March 13th, 2018

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Mike began his own journey as an entrepreneur when he co-founded a training company in 1993. As CEO, he grew the business with the help of his team to be an internationally recognized company.

  • Over $20M in revenue
  • 100+ instructors and staff
  • Operations in the US and UK  

Along his journey, Mike joined the Young President’s Organization (YPO) in 2000. While working closely with business leaders in YPO, Mike discovered a passion and talent for his own teaching and facilitation. As a result, Mike has been professionally delivering programs for YPO groups in the US and internationally since 2007 delivering highly regarded sessions.  

In 2015, Mike sold his training business to a global IT training organization and exited the business to focus on helping business leaders implement EOS®. As a certified EOS® implementer, Mike combines his business experience and love of teaching and group facilitation to fulfill his dream of helping other entrepreneurs after he was finished with his own business.  

Courtni English, No Limits Learning Center

March 12th, 2018

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Courtni is the founder and CEO of No Limits Learning Center. What started long ago as a passion for being around and helping people with special needs has evolved into what No Limits is today! With her never-quit attitude and a heart full of love for people with developmental disabilities. Courtni relentlessly worked to make No Limits a reality.

​Hometown: Orange County, CA
High School: El Dorado
College: Cal State Fullerton 
Degrees/Certificates: BS-Child & Adolescent Development
Experience: 10+ yrs in working with adults & children with special needs. Helped establish a special education program in Nairobi, Kenya.
Interesting facts: Courtni currently sits on the board of directors of Helping Hands, an Anaheim based program for adults with severe developmental disabilities.

 

Ian Plumlee, Web Development

February 15th, 2018

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Ian Plumlee is a web developer turned data-driven digital marketer. After honorably departing the Marine Corps in 2010, Ian pursued a degree in web development and interactive media while he started his first business: providing and managing digital growth solutions for businesses across Southern California. On top of his "nine to five" as the Senior Marketing Coordinator at a leading technology company, Ian focuses on giving back to the community by donating his services to a number of veteran-oriented 501(c)(3) nonprofit organizations. 

Aaron Biehl, Reliable IT

February 9th, 2018

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Over the past 20 years Aaron’s passion has been helping entrepreneurs align Information Technology with their business goals. Aaron got his start in technology in 1999 as an Account Representative for a computer reseller in Irvine, CA.

In 2005 Aaron had an opportunity to acquire the computer reseller he was working for and transform it into a services based company offering IT outsourcing to small and medium businesses in Orange County, CA.  

 In 2013 Aaron sold the business to Reliable IT and stayed on as a Regional Sales Manager as the company acquired an additional five companies.  In 2015 Aaron was asked to be the General Manager of the Managed Service Division of Reliable IT which offers IT Outsourcing to small and medium businesses with a specialty in the vertical of banking.  

 Aaron credits great mentors like Will Crist and systems such as the Sandler Sales and the Entrepreneurial Operating Systems for both Reliable IT and his success.

Brooks Travis, Estate Planning

January 29th, 2018

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1a95b7b.jpgOur firm is dedicated to providing you with quality estate planning resources, so you can become familiar with your existing options. When you visit or call our office, we want you to feel comfortable discussing such important issues concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family's future.

If you have a well-drafted estate plan in place, you'll ensure that your estate passes to whom you want, when you want, and is carried out in the manner you've chosen. You can protect your children from others who want to take your hard earned inherited assets away from your child. You can rest assured that your family won't have to endure the public process and costly matter of probate. You can minimize the amount that the government will take via death taxes when you and your spouse pass. 

Because we are members of the American Academy of Estate Planning Attorneys our training will give you access to some of the latest knowledge about the law and the latest changes in the law that can effect you positively or negatively. But knowledge is king and you need to be aware of the many options that exist in estate planning by choosing your attorney wisely. 

Our firm has been chosen to be a "Five Star" Estate Planning Attorney for four out of the last five years by Orange Coast Magazine so we are recognized as one of the best at what we do in the Orange County region. 

That is why The Law Offices of H. Brooks Travis, P.C. offers this wealth of free information and free initial estate plan creation consultations. Read our Estate Planning articles. We want you to feel confident about the choices you make—let us be your guide on the path toward preserving your family's future.

Bob Marsh - The File Depot

January 26th, 2018

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Bob Marsh was born and raised in Seal Beach, CA.  After two years at the University of Wisconsin-Madison, he came home and earned his Bachelor’s and Master’s Degrees from Pepperdine University.  He spent eighteen years in the financial industry, the last twelve as a mortgage broker and President of Endeavor Mortgage Group in Huntington Beach.

 

In 2015 Bob decided to make a career change.  After looking at numerous franchises, he found The File Depot.  It provided the type of business model he was looking for – a needed service, a value-add to any type of company and a market that would appreciate honesty, integrity and the best customer service.

 

Bob opened the first franchise of The File Depot in Southern California – with a territory that spans from South Orange County to Los Angeles.  

 

Bob has been happily married to his wife Amy for over eleven years and they have a nine-year-old son Michael.  They live in Seal Beach – the place where Bob grew up and Amy always wanted to live.  When he’s not working, Bob enjoys spending time with his family, coaching his son’s flag football team, hiking with his dog and everything related to ice hockey.

Jim Jelinek, EOS

January 26th, 2018

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AAEAAQAAAAAAAAywAAAAJGVhZDdmZDBiLTNhZTctNGQ3Ni1iZTQ0LWE1ZTA5MGUzMTliZg.jpg I am an accomplished former CEO with a passion for helping chief executives develop their leadership skills and advance their businesses to the next level. I facilitate groups of Business Owners, Presidents and Chief Executives who are members of Vistage, the world's leading Chief Executive Organization. As a Vistage Chair, I act as a mentor and coach to CEO's and business owners who out-perform their competition.

I previously served as the CEO and President of Flo-Tork, Inc. a manufacturer of critical service motion control product, and I was also the Chairman of the Valve Manufacturers Association of American. I am the co-author of the book “Quick Changeover Simplified.”

Brad Moon, Payroll Link

December 26th, 2017

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AAEAAQAAAAAAAAxzAAAAJDQzZDMwZjgzLWRhMDUtNDlhYy1hMTAzLTQ5ZTUyZjE4ODdlMw.jpg Brad Moon runs Payroll Link which has digitized companies throughout the Inland Empire. These programs allow employees to keep track of all the essential parts of their employment status. It allows employers to keep track of paperwork and credentials, allowing them to stay up-to-date using modern technology. Payroll Link has revolutionized the way businesses are ran and helps to promote a healthy and more trusting work environment. Brad Moon prides himself on helping businesses thrive to the best of their ability and save money in the process. 

Chuck Berman, Guardian Life Insurance

December 26th, 2017

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Charles L. Berman Financial Advisor for the Guardian Life Insurance company of America Securities and Investing through Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America. This show is for informational purposes only and that individual situations may vary, and the information should be relied upon only when coordinated with individual professional advice.

Jen Hagen, Goodwill of Orange County

December 12th, 2017

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Jen.jpgJen Hagen is a Returned Peace Corps volunteer who now helps individuals with disabilities find success in competitive employment. As a Goodwill employee, she has the opportunity to be a part of a growing support system for the community. Goodwill of Orange County served over 24,000 people through its programs and services in 2016. Goodwill-trained workers earned more than 33 million dollars during that year. Jen is excited to be a part of Goodwill's mission to promote independence and dignity through work. To find out more about Goodwill’s programs and services visit their website: ocgoodwill.org.

 

John Gonzalez, CEO

November 17th, 2017

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7700_ICD1.jpgJohn is the Tax Partner for Gonzalez CPA and Manages the Irvine Office. Having practiced in the public accounting profession since 1992, his expertise includes individual, corporate, multi-state taxation, and consolidated returns. Additionally, John specializes in business and strategic tax planning for small, entrepreneurial and emerging businesses. Prior to Gonzalez CPA, John was with various national and local public accounting firms. John is a member of both the American Institute of Public Accountants and the California Society of CPAs. He graduated from California State University Long Beach with an accounting degree and received his Master’s in Business Taxation from Golden Gate University.

Will Crist EOS Professional Implementer

November 17th, 2017

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Over the past 40 years Will's passion has been helping entrepreneurs get what they want from their businesses. At 14 his first entrepreneurial venture was to pay his way to the 1960 Boy Scout National Jamboree in Colorado Springs. His dad told me him could he wanted to. Then his Dad asked him how he was going to pay for it. Will told him he would wash and wax cars if his dad would introduce him to his golfing and business buddies.
 
Will helped a real estate developer in Western Massachusetts create the organization to manage the 12 multi-million dollar land and housing developments the developer had been literally managing out of 12 separate check books.

 
Will organized the real estate development project for the start up of the American division of the largest retail drug chain in Canada leading to ten shopping centers with the drug store as anchor stores.
 
For the past 16 years Will has been helping hundreds of mid-sized businesses double, triple, and sometimes quadruple their revenue by training sales people and sales managers to use the Sandler Selling system.
 
In fact, it was one of his highly successful clients who introduced him to the Entrepreneurial Operating System. Will is so glad he did because this system actually helps entrepreneurs and the leadership teams get what they want from their business.

Jeff Koser Selling to Zebras

November 17th, 2017

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Jeff Koser is the spirited CEO and founder of Selling to Zebras, a sales tools Software company www.SellingtoZebras.com. Jeff is an award-winning co-author of Selling to Zebras, HOW to CLOSE 90% of the BUSINESS YOU PURSUE FASTER, MORE EASILY, and MORE PROFITABLY. In 2010, Jeff was recognized as one of the best sales authors of all time in Andrew Clancy’s book, The Sales Gurus. Jeff has more than thirty years of experience in building businesses, speaking, consulting, executive sales management, business strategy, and business development. Previously, he served as Chief Operating Officer at Baan Supply Chain Solutions and VP of Sales at Baan. 

Nick Freck Vice President FSI Design

November 10th, 2017

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Nick Freck is the Vice President of FSI design, a design agency specializing in flooring, countertop and interior design for the building industry. FSI has been in business since 1982.
In 1985, Nick started as an intern for the company installing tile every summer while attending California State University of Fullerton. He then moved onto helping out in the warehouse for two years and then into the Sales field of FSI design for twenty years.
Nick worked and experienced each facet of the company, which helped him to lead his employees by example. Eventually this led to him holding the position of Vice President and being in partnership of FSI design with his father, Bill Freck

 

 

Brandie Nava-State Farm Insurance

September 15th, 2017

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Brandy_Nava.jpgBrandie Nava is a State Farm representative. She has devoted the last four years to assisting people to have a stronger sense of safety and protection. She believes strongly that most individuals do not take into account accidental insurance and how important it is. She prides herself in educating people about their safety and security for the future. She offers free education to those who seek her services. 

Abner Aponte- COO at Consolidated Benefits & Insurance Services

September 8th, 2017

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Abner Aponte has been a Health Insurance Employee Benefits Professional for 22 years.

 

Abner entered the Group Health and Benefits industry in 1994 and has worked extensively consulting and marketing Group Medical, Dental, Life, and Vision benefit programs. With a thorough knowledge of the needs of both business owners and their employees in the Southern California market, Abner knows what to deliver to both. Abner has remained committed to providing creative solutions, product knowledge, and market expertise to help small and large businesses succeed in today’s competitive marketplace. He achieves this by providing value, "EXCELLENT SERVICE", timely, accurate, solutions and useful information to clients so they are able to make decisions that produce VALUE for their businesses and employees.

 

“In line with our philosophy, we understand the complex Health Care Reform & Insurance environment requires a commitment to proper education and a careful analysis of each individual business and their exposures. Our goal is to improve our client's bottom line, with a focus on long-term success. We are a "Partner" to our clients, not just another vendor.”

 

Cary Facer-Co-founder at Warren Street Wealth Advisors

September 8th, 2017

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Cary is a founding partner and Wealth Advisor for Warren Street Wealth Advisors. Cary graduated from San Diego State University with a Bachelor’s Degree in Finance.

Having had his own retirement concerns working in a family owned construction company, Cary formed Warren Street Wealth Advisors to solve the same frustrations and uncertainties he once had about finances.

Cary entered the wealth advisory business in 2007 working for a Fortune 100 company. Soon after, though, he made the decision to break away to start what is now Warren Street Wealth Advisors.

Cary loves spending time with his beautiful wife Stephanie and their two sons Grant and Reed. Cary also enjoys motorsports, being a “car guy”, hosting poker nights with friends, Crossfit, coaching his sons’ athletics, and taking road trips with the family.

Anthony Beltran and Scott Campbell from Capstone Partners Financial and Insurance Services

August 22nd, 2017

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Peter M. Vessenes CEO and Chairman of the Board of ProfitSee, Inc.

August 22nd, 2017

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Peter has served as a high-level corporate adviser since 1983. Projects that began with assisting presidents of Fortune 100 companies broadened to include mid-sized corporations, closely held companies, start-ups, and capital formation. Peter is a popular platform speaker and the co-author of two books, Building Your Multi-Million-Dollar Practice and The Golden Rules of Economics: The Real Way Out Of America’s Financial Crisis. His works have been published in Investment News, Wall Street On-Line, The Journal of Financial Planning, Producers Web, Horsesmouth, The Register, Financial Planning Magazine, Adviser Max, American Management Magazine, American Venture Magazine, Broker Dealer Magazine, and more. As the founder and CEO of ProfitSee Inc., his team has created a suite of cloud based software tools that provide Fortune 100 level financial analytics and tools to CPAs and other consultative service organizations that help the fiscal management of their small to mid-sized business clients. ProfitSee is far more than a reporting tool providing powerful insights to manage cash flow, grow profitability, and increase valuation.

Steve Bender - Advocate for the Underdog

August 22nd, 2017

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Kelly Peeler - CEO of NextGen Vest

August 1st, 2017

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Kelly is the founder and CEO of NextGenVest.com, the Money Mentor for every student. NextGenVest helps students save time and money with all major financial decisions, starting with paying for college, over text message by connecting them to a Money Mentor, a real person over a 24/7 hotline. Students leave $2.7 billion unclaimed every year in free federal aid for college because they do not fill out the appropriate forms. NextGenVest has helped thousands of students across 40 states get more money for college – last week alone they saved students $143,000 in tuition costs.
 
Prior to starting NextGenVest, Kelly was an analyst at JPMorgan’s Investment Bank covering financial institutions and also as a financial advisor. Alongside her time at JPMorgan, she ran a non-profit that brought entrepreneurship programs to Iraqi Universities (after she traveled to Iraq). After graduating from Harvard, she was selected as one of the eight Kauffman Foundation Global Scholars, accepted as one of 30 up and coming women in Women In America, named by Goldman Sachs as one of the100 Most Intriguing Entrepreneurs, and a named a White House #StartTheSpark Ambassador. Her TED Talk entitled “How to Change the World as a Millennial – Don’t be Stupid With Your Money” is here.

Kenton Hyatt & Cheryl De Ciantis - Clarify Your Values

December 10th, 2016

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Some think that values are part of an individual’s unchanging core, the essence of who each one of us is. Indeed there may be some ‘hard-wiring’ involved in each of our personal set of values, and we may hold certain values very deeply and for a lifetime. However, just as humans can and do change as a result of experience and learning, values, too, are fundamentally changeable. Here is the key: once our values become conscious, they can be changed. They are subject to individual choice. Understanding how values operate in your life to drive your dreams, decisions, and actions will help you to make more conscious value choices in your life and work

 

We have said that many choices we make are impelled by factors of which we may be unaware. These factors, such as what we are taught as children, or the cultural frameworks we have been brought up in, contribute to creating values we may hold. Some we will be very aware of; others we may not be aware of as a driving force in our lives. Some values, such as those for example having to do with belonging to a group or recognition for our accomplishments, may have been in place so long that they operate below the level of consciousness, and we may not even realize they are working, and energizing—or de-energizing—to us. Being asked a simple question, for example if a boss takes the time to ask “How do you want to be rewarded?” can bring a value like recognition into conscious focus. Not only that, but we may also find in this conscious focus the opportunity to reflect on what recognition means to us (A cash reward? My name announced in a group meeting? My boss taking my spouse and me out to lunch and telling my spouse how much I contribute to the team?)  When a value comes into conscious focus through choice, or through being called into awareness by circumstances, it is equally important that we take the time to understand exactly what that value means to us.

New values may be presented to us by necessity. Adults usually do not consciously seek skills without a reason for doing so. At times, we find ourselves in a situation where something other than what we hold as important comes to the fore. I may not have had to think as much about safety as other parts of my job responsibilities until I am appointed a safety team leader. I quickly find myself having to learn about aspects of workplace safety I never knew, and may come to deeply value safety while spending conscious time and energy understanding it thoroughly. It is not that I never valued safety, and perhaps it was one of the values already in place from childhood instruction; that is, internalized but not finding much place in my conscious awareness. But now it has become more highly prioritized. In my new role, I may additionally decide I need to more highly prioritize the value of informing others because I now recognize that well-presented information contributes to workplace safety. Life situations change, and we may find ourselves with a new value, or find ourselves more highly prioritizing a value as we seek to learn the skills associated with it.

We may be inspired by a life event or by another person to give conscious value to something we never thought about before. Adolescence and early adulthood are times when what we value may go through significant changes. Think, for example of how students often begin to hold very expansive and idealistic values as their understanding of the world begins to expand through education or a widening sphere of experience. These may continue to be values that are held for the rest of one’s life. Having a family calls for a re-prioritization of values, usually involving more attention to finances and to security, safety and health matters, matters that without a family we might not have valued as highly, or now value for very different reasons. Mid-life may present an opportunity to re-assess and to take on board different values than those that served previously. Entering the workforce, having a family, changing jobs, attaining to mid-life and empty-nesting or otherwise changing relationship status, and entering elderhood; all present natural life opportunities to take on different perspectives and to make different values choices.

At any of these times, we may find ourselves in situations in which factors come into play that may cause us to think and behave in ways that may not be in alignment with what we believe to be our values. We might feel anxious, or stressed, or somehow less comfortable than we have been accustomed to. These factors can be external or internal, conscious or unconscious, and we may find ourselves asking the question “Why am I doing this?” Such a question may lead to an examination of the values we hold and sometimes a conscious change in some of those values. Some people ask this question of themselves, as part of an internalized habit of healthy periodic introspection. But often life events that seem to be thrust upon us spur this introspection. At such times, what we value is likely to change.

Of course, there is no natural law that says values must be changed, or that one set of values is more or less correct than another. If we know some basics about how values operate and what our own values are, we can make the conscious choice to re-prioritize our values or to take on board different ones should we wish to do so. They are our values: it’s up to us.

 

Darrell Weekes - Make Your Marketing Strategic

December 10th, 2016

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“Success is not a mystery, it’s a system, a system that can be learned and replicated” This is Darrell Weekes’s mantra.

Now the words dynamic and high energy are not normally words you would associate with a boy from the bush. Straight forward, no fluff, tell it like it is are words that are more likely to be used to describe country folk. Well Darrell Weekes is both. A boy from the bush whose straight forward delivery style earns him praise whenever he speaks. Having presented at hundreds of conferences over the last four years, Darrell is an extremely experienced and professional presenter. To everyone who engages Darrell he makes one promise “when people make an investment to come and listen to me speak I promise to make that investment worthwhile”. Darrell leaves nothing in reserve, when he’s finished you’ll know he’s laid it all on the table.

Everything Darrell shares with his audience he has done. This is hands on experience delivered from the man who did it and experienced it. From creating successful businesses using his “Solution Driven Selling System” to earning bucket loads of referrals by delivering “Exceptional Service” Darrell has created and tested these systems and now he shares them with you.

As an example of how powerful Darrells’ systems are, when he started a small Mortgage Broking business in Canberra he produced ten times the average production for Australian brokers. In a roll out of just one of his business building systems with 40 small business owners the average increase in sales over the three months following the implementation was 73%.

Hugo Gonzalez - Help the Entrepreneur Thrive

December 10th, 2016

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Hugo Gonzalez possesses numerous years of experience as a key financial and operational executive for various corporations, from start-up ventures to Fortune 500 conglomerates.

Hugo’s expertise lies in the Strategy development and implementation, Financial and Operations; leading to areas of Brand Management, Business Development, Accounting Controls, Human Resources, Capital, and Turn-Around Management.

Hugo has founded numerous successful firms including a leading Regional CPA firm based in Irvine, California, a Small Business Capital Firm, Advisory and Strategy Firm, and recently, a Merger & Acquisition firm, located in Southern California.

Hugo has helped start-up and small businesses through the initial challenging years, from establishing a strong structure to their day-to-day operations, and finally to the long term strategic planning. Hugo is a serial entrepreneur who thrives on challenge and impact, builds strong relationships, is sensitive to interests of multiple stakeholders, is a people connector and promotes collaborative team-driven work environments.

Hugo serves in the board of various corporations and not-for-profit organizations. Including, Small Business & Entrepreneurship Institute, a not-for-profit organization that works in coordination with The Kaufman Foundations’ Global Entrepreneur Week and other related Start-up initiatives. Hugo is also an active member of various business, consulting and quality management organizations.

He is an active member of ESGR (Employer Support of the Guard and Reserve) a DOD NFP Organization based in Washington DC and serves other charitable and community based organizations.

Allan Maguire - Systemize Business Processes

December 10th, 2016

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Al has more than 25 years of extensive business experience as a senior financial executive and trusted advisor to CEOs and business owners of public and privately held companies. He has been the Chief Financial Officer for companies ranging from startup through to $300 million. Al's industry experience includes retail, hospitality, consumer products, manufacturing and distribution, consulting, and aerospace and defense. He has successfully applied innovative thinking and problem solving, strategic analysis and plan implementation. Al has been called a "realignment CFO" and a "pain reliever" because of his ability to quickly make an impact.

Al's experience as a CFO extends to virtually every aspect of a business's financial and operating needs. In addition to turn-arounds, building, rebuilding and managing financial teams of all sizes and complexity, he has also had direct management responsibility for HR, IT, Credit & Collections, Risk Management, Operations, Contracts, and Customer Service. The commonality has been his ability to work with his peers and mentor teams to achieve the company's goals. He believes, "If you are not serving the customer directly, you should be serving those that are."

Al has successfully managed companies through accelerated growth as well as through downturns. He has had key roles in 25 mergers, acquisitions and divestitures and was the lead in the last 10. He has completed numerous financings and recapitalizations including bank debt, private placements and IPOs. He has successfully developed and maintained financing relationships with banks, investors and other sources of funds.

Other areas of expertise include:

  • Cash flow and working capital management
  • Operational evaluation & improvement
  • Cost and profit analysis/product margin and pricing analysis
  • Expense reduction and cost containment
  • Timely and accurate financial reporting, analysis, and presentation
  • Strategic planning, budgeting, cash forecasting, and financial projections
  • Development and translation of Key Performance Indicator (KPI) dashboards and understanding the underlying levers available to affect improvements
  • Business restructuring, turnarounds, and vendor relations
  • ERP/accounting software review, selection through to implementation
  • Bank and alternative financing
  • Human resources and risk management
  • Banking, CPA, attorney, and insurance relationships

Al brings passion and enthusiasm to his job and the companies he serves. He is a straightforward and detailed communicator who is equally effective with boards, investors, management, and staff. Honesty, integrity, and enjoyment are core values that have led to success throughout his career.

Peter Chang - Bring Innovation and Creativity to OC Schools

December 6th, 2016

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Peter Chang is the Founder and Executive Director of the Child Creativity Lab. Peter recently also served as an appointed member on the Orange County Child Care & Development Planning Council and a board member for the Orange County chapter of the California School-Age Consortium (CalSAC). Peter started his career working at a not-for-profit organization servicing the needs of HIV and AIDS patients and has over 10 years of experience in business, marketing strategy, and new product planning. He graduated with a BS degree in Business Administration with an emphasis in Entrepreneurship from the University of Southern California, an MBA in Business Administration from the University of Rochester, and an MPH in Public Health from the University of California, Los Angeles.

The Child Creativity Lab's mission is to foster the next generation of critical thinkers, problem solvers, innovators, and leaders through hands-on creativity-enhancing exploration. Today’s children become tomorrow’s visionaries.

The Child Creativity Lab (CCL) offers educational programs that focus on creativity-enhancing stimulation and inspiration in alignment and in support of overarching California State Department of Education initiatives for pre-Kindergarten through 8th graders.  These STEM-based programs are facilitated at the Child Creativity Lab Depot for Creative Reuse and directly on-site at schools, after-school programs, libraries, community events, faith-based organizations, and more via the Child Creativity Lab Museum-on-Wheels initiative.

Paul Lanigan - Recover from a Bad Patch and Regain Your Mojo

December 6th, 2016

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Paul Lanigan

 

Paul Lanigan is a communication expert. He entertains as he enlightens, combining colourful personal experiences to give you a fresh, unflinching perspective on the sales process. Paul’s unique brand of sales edu-tainment is generously spiced with humorous and relevant stories garnered during an eventful 17-year sales and sales management career.

Here, Paul shares his leadership skills, honed by his experience in both large and small technology organizations and as an entrepreneur. His specialty is showing you how to gain the respect and attention of the most demanding team members to gain a level of buy-in most never believed was possible.

An engineer by background, Paul Lanigan is now the CEO of Sandler Sales Institute; a company that helps executives develop sales strategies and tactics. He holds a Bachelor’s Degree in Information Technology from Staffordshire University and a BA in Management from Irish Management Institute.

Pilgrim Talks: Chip Espinoza, Manage Millennials Effectively

September 21st, 2016

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Chip Espinoza has studied millennials in the workplace. The author of the recent book Millennials Who Manage and the 2010 book Managing the Millennials says tis new generation of managers will take a step further in creating a people-first workplace.

A DIFFERENT WAY TO MEASURE PRODUCTIVITY

Say goodbye to annual performance reviews and rigid nine-to-five working hours. "This generation of managers is going to identify metrics that determine whether people are productive or not," says Espinoza. Frustrated with the idea that productivity is measured by the number of hours you sit at your desk, millennials are going to focus on better ways to measure performance. "Things like key performance indicators will continue to be a movement," says Espinoza. Millennial managers will avoid formal annual performance reviews, replacing them with more frequent and informal feedback systems that allow for better communication between managers and employees. [from Fast Company]

 

 

Peter Lawson - Transform Accounting Fees from a Cost to an Investment

August 28th, 2016

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Do you know the Three Biggest Mistakes That Most Accountants Make With Their Marketing? 

Peter Lawson has developed the marketing equation for accountants that once implemented will immediately drive traffic to their web sites and attract business owners that are looking for their help.


Business owners today want just two things for their business...more leads and more revenue.
As a practicing accountant, Peter can relate to this situation where accountants do not have a system to assist their clients with marketing. Well now they do. Peter has developed a marketing system that allows accountants to offer tools to their clients to assist them with generating more leads and more revenue for their business. And the clients really appreciate this advice, and are prepared to pay for it. This doesn't mean that the accountant becomes a marketing expert, it just means that they have a system available to assist their clients with marketing.

In his spare time Peter sails the Historical 18ft Skiffs on Sydney Harbour. This is a great way to keep in touch with his sailing buddies and have a beer and a chat after the race. 

Peter's specialties:

*Lead generation for accountants 
*Marketing for accountants 
*Attracting quality clients for accountants 
*Improving client retention
*Monetizing the advice that accountants are currently giving away for free
*Coaching system to attract and retain quality clients
*Author of #1 Best Selling Books on how Accountants and Bookkeepers can engage with clients
*Specialist in setting up Business Advisory Service Divisions in accounting practices

Pilgrim Talks: John Silvani, Founder and CEO of Gravity Software

August 11th, 2016

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John Silvani combines his in-depth market knowledge with practical business strategies, meeting the unique needs of a broad client group. In May 2001, he was recipient of the Crain’s “Who’s Who in Technology” award and continued to receive awards for his companies throughout his career. In 2011, he was recognized by Lawrence Technological University as one of the “Leaders & Innovators Honoree” in Michigan.

After 30 years in the software industry, John has become one of the nation’s top respected resellers of business applications. His background and leadership has provided him with an understanding of the demands and needs for growing organizations.

 

John asks California business leaders: Does your company need more than basic financial transactions? Are you holding your business back with your entry level accounting software? When your business starts to grow, and it will, you’ll need more security, features and functionality. Learn more about Gravity Software. (www.go-gravity.com)

Pilgrim Talks: Dave Seibert, CIO of IT Innovators

August 11th, 2016

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Ryan Huff - Make CRM Easy

August 11th, 2016

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Cirrus Insight Makes CRM Easy

Gregory Wahl - Consider Going Public

August 11th, 2016

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Gregory A. Wahl is in charge of the strategic vision of the Firm. Greg served as the Managing Partner for a regional public accounting firm’s Orange County Office in Costa Mesa from January 2005 to November 2007.

Greg began his career with KPMG LLP in 1999 and left in 2004 as a Manager in the Audit and Assurance Practice.

Greg has been working with companies in Asia (Singapore, Korea, Hong Kong and China) and taking them public for the past nine years. He has grown the Firm from himself to a multi-office, international boutique with over 65 professionals in six years.

Greg has over 17 years of experience in auditing and consulting companies that file with the Securities and Exchange Commission (“SEC”) and has significant experience resolving complex accounting and SECreporting issues. He has a particular expertise in life sciences, pharmaceuticals, specialty finance, includingsub-prime lending, consumer products, including consumer electronics, distribution, manufacturing, and retail; and technology, including clean-technology, alternative energy industries. He regularly supervises engagements for companies that are completing going public transactions (Form 10, Form S-1, and reverse takeover transactions) and secondary public offerings for companies.

His transactional experience has allowed him to be involved in capital raises in excess of $3.5B where he has partnered with Deutsche Bank, Jeffries and Company, JP Morgan, Dawson James Securities, Inc., Dominick and Dominick and Merrill Lynch. He has been involved with six successful securitization transactions with over $2.0B in value and responsible for the compliance with the SEC rules under Regulation AB and assisted a well-recognized Wall Street underwriter with its due diligence on the loan pools related to each securitization.

Greg has extensive experience with control processes and risk management for numerous companies and developed various firm standard templates and working papers for compliance with PCAOB Accounting Standards. He has participated in numerous financing transactions, auditing companies in international jurisdictions (including Canada, China, Europe, Hong Kong and South East Asia) and with multi-locations.

He has assisted companies with their internal financial reporting and has consulted his clients with the drafting, summarizing, and negotiating key contracts for compliance with appropriate US GAAP for revenue recognition and for business combinations, particularly reverse merger transactions.

Pilgrim Talks: Jacqueline Sidman, CEO and Founder of the Sidman Institute

December 19th, 2012

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Jaqueline Sidman

CEO and Founder

CEO and Founder of The Sidman Institute, Dr. Jacqueline Sidman will be discussing things that can be helped by eliminating negative perceptions learned in childhood that affect business and personal life.

A wide variety of topics will be discussed including: how to improve sales & marketing by eliminating the fear of making cold calls, asking for more money and closing the deal; the importance of self esteem in business, how The Sidman Solution can be utilized in any industry, workplace and personal life by gaining personal power and inner peace.  Dr. Sidman is an award-winning author of the book "Instant Inner Peace"  End Your Inner Struggle and Feel Better Right Now" and The Key to Happiness series of books and CD's that take people into motivation, productivity and happiness by being their authentic self and living a fulfilling life.

Dr. Sidman has a proven track record, having helped over 7,000 people achieve their highest potential over the last 22 years.  Her research has been published and to a person has reduced depression, stress and anxiety without medication or long-term therapy in only a few short meetings.  It is worth your time to find out how her method can achieve such amazing results.

For more on Jacqueline's work, go to: SidmanSolution.com or call 949-251-9550

Pilgrim Talks: Steve McIntosh, author of Evolution’s Purpose and Founder of Zen and Now

December 12th, 2012

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Steve McIntosh Evolution's Purpose

Steve McIntosh

Author

STEVE MCINTOSH J.D. is a leader in the integral philosophy movement and author of the new book, Evolution's Purpose, as well as the acclaimed 2007 book, Integral Consciousness. He is also a co-founder of the new think tank: The Institute for Cultural Evolution. In addition to the think tank and his work in philosophy, McIntosh has had a variety of other successful careers, including founding the consumer products company Now & Zen, practicing law with one of America's biggest firms, working as an executive with Celestial Seasonings Tea Company, and Olympic-class bicycle racing. He is a graduate of the University of Virginia Law School and the University of Southern California Business School, and now lives in Boulder, Colorado with his wife and two sons.

Does the science of evolution really prove that life, humanity, and the universe as a whole are meaningless accidents? On the contrary, as science has increasingly shown how everything in the universe is subject to evolution -- including matter, life, and human culture -- these very facts reveal that the process of evolution is unmistakably progressive. And as we come to see how evolution progresses, this reveals evolution's purpose -- to grow toward ever-widening realizations of beauty, truth, and goodness.

McIntosh argues that the purpose of evolution is not "intelligently designed" or otherwise externally controlled; rather, its purpose is being creatively and originally discerned through the choices of the evolutionary creatures themselves. Without relying on ay spiritual authorities, the author shows how the scientific story of our origins is actually a profound and sacred teaching compatible with many forms of contemporary spirituality.

For more on Steve's work, go to: stevemcintosh.com

Pilgrim Talks: Tim Santoni, President of Santoni Investigations

December 5th, 2012

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Tim Santoni

Tim Santoni

President

Tim Santoni is passionate about the mission of his firm which is to, "Keep businesses and individuals safe by providing the next solution to the latest problem. We provide accurate information to assist our clients in making effective and strategic business decisions."

As businesses plan for growth in 2013, they should be mindful of their trademark usage, insurance exposure, employee integrity and any litigation.

Businesses operate in the information age where vast amounts of data are flowing and decisions are ever more important. The challenge for business owners and individuals is obtaining information that is accurate and useful in making decisions that will shape their businesses futures and their lives.

Santoni Investigations is headquartered in Orange County and has offices throughout California and the United States with partners worldwide. Santoni Investigations, founded in 1975, provides professional investigative services for the management of insurance fraud, including surveillance, location of persons, asset identification and service of process nationwide. The background research team offers employment screening, background checks and due diligence investigations. Santoni also provides trademark usage, acquisition, compliance and infringement investigations to brand owners and trademark professionals. The firm specializes in anonymous specimen acquisition for anti-counterfeiting efforts, including documented chain of custody control, and the anonymous negotiation and acquisition of Internet domain names.

For more information about Santoni Investigations, go to: santoniworldwide.com

Pilgrim Talks: Michael Levin, Founder and CEO of Business Ghost

November 28th, 2012

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Michael Levin

Founder and CEO

Michael Levin is a New York Times best-selling author. He has written, co-written, or ghostwritten over 100 books, nine of which became national best sellers.

Michael,  Founder and CEO of BusinessGhost, Inc., America's leading provider of ghostwritten business books, has helped create more successful books, as a writer, cowriter, ghost, or coach, than anyone in the U.S. publishing industry.

His client list includes a member of the Forbes 400, five individuals with net worths of over half a billion dollars, and business leaders on four continents (North America, Europe, Asia, and Australia). He also edited Zig Ziglar's final book, Born To Win. On January 20, 2012, Michael appeared as a guest entrepreneur on the ABC Television show Shark Tank.

For more information about BusinessGhost, go to:  businessghost.com

Pilgrim Talks: Mike Muhney, Founder and CEO of VipOrbit

November 14th, 2012

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Mike Muhney, VIPorbit

Mike Muhney is the CEO & Founder of VIPorbit, a software startup company focused on Mobile Contact Management solutions initially focusing on the iPhone and the iPad.

Mike’s credentials? Well, he is the Co-Founder and Inventor/Designer of ACT! – the product that originally created the Contact Management category globally. During it’s 24-year life ACT! has had over 10,000,000 people globally use it.

Mike is also Co-Author of the book “Who’s In Your ORBIT? Beyond Facebook…Creating Relationships That Matter.”

To learn more about VipOrbit, go to: VipOrbit.com

Pilgrim Talks: Teresa Smith, candidate for Mayor of Orange

October 10th, 2012

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Teresa Smith Teresa Smith for Orange Mayor

Teresa "Tita" Smith

Orange City Council Member

We will be discussing public safety, clean water, safe neighborhoods & strong infrastructure. fiscally conservative policies and is absolutely responsible with our tax dollars; Because Smith enhances Orange by supporting business, maintaining property values and high quality housing; Because Smith celebrates Orange through our parks and open space, libraries, community events and civic organizations.

It has been my humble privilege to have been elected twice to the Orange City Council and have served for 7.5 years! I am in my last term allowed, and the next option is to run for MAYOR. I welcome that challenge,

1.) to continue to protect Orange ensuring the Public Safety of all;

2.) to maintain our infrastructure of clean water and safe streets, and

3.) to protect our many businesses and encourage their growth.

That used to be enough to say.

But now, with our nation's tough economic times, fiscal responsibility must be the starting point. I am a leader in Orange who is a fiscal conservative, and I have the record to prove it. It has been a tough job for our Council over these past 4 years as we have worked together, along with a great staff, to manage a $10 million dollar budget deficit each year. We have balanced the budget.

And we have not lost that "essence of Orange" I mean that in spite of an economic downturn, we have a bustling Old Towne Plaza District with new businesses and even a new Farmers Market! We have worked to transform the struggling Block of Orange into an outlet destination. We have managed to retain several big businesses in Orange to enhance our sales tax base and property values have held up pretty well. We have frozen staff vacancies and crafted a "leaner" staff to serve the many needs of our residents.

These are the decisions I have been involved with...to serve our residents with less money available. We've done that! We figured out a way to stay on track, and open our first City Gymnasium...the Sports Center at Grijalva Park. We have kept our three Libraries open, and maintained our signature community events...3rd of July, Tree Lighting, Concerts in the Park. It has taken some "fancy financial footwork", but I have been committed to making sure that we continue to "be the Orange we love"... even in hard times. Crime in Orange dropped 27% last year. No small feat, considering budget restraints.

I initiated and worked to pass a "Party Ordinance" in Orange, not just in Old Towne, to ensure neighborhood safety, especially at night and on weekends. Shout out to Chapman University for their work and support. The ordinance has been amazingly effective. Retaining and enhancing open space has long been a priority for me. I am so pleased to have been part of the design committee for this gem, Pitcher Park, for garnering the Orange County dollars that have allowed us to build nearly six miles of biking and walking trails from near here to east Orange! I am in the conversation in Orange Park Acres to address open space issues there. I am currently working with the Assistance League Orange Blossoms to open another little "pocket park" in Old Towne. Stay tuned!

And I do consider it both an open space and infrastructure maintenance accomplishment that just 5 months ago, in February we were able to quiet the train horns at 16 train crossings Orange. This was a project that Mayor Carolyn Cavecche and I worked on for 7 years! A good Mayor needs to collaborate and bring a community together. I have served on the City Schools Committee with OUSD officials and Trustees for 6 years. I think we all delight in our partnership that brought new life to Fred Kelly Field, ...Shout Out to Stu Livingstone...with the Community Foundation of Orange's support. With the School District, we have tackled graffiti, ensured safe street crossings at schools and, most recently, worked to reduce gangs through the GRIP program. (Gang Reduction and Intervention Program ) where our Police Chief and Officers work with teachers and parents to keep kids out of gangs. I have to admit, my favorite part of the City Council job is working with community leaders...all intent on a better Orange.

On the Council, we get invited to so many events by the Chamber of Commerce, churches, non-profit groups, scout troops, businesses, families, sports teams...Orange is so vibrant and alive!! It is such a wonderful place to live , to work, to raise a family for generations! I welcome the next opportunity, with your support, to take on the role of Mayor of Orange! Why bother? Because this is our hometown...I am a 7th generation native Californian descended form the Dominguez family who received a land grant from Spain in 1784. Our family celebrates 5 generations in Orange! 5 generations later, we're still here, and I delight in now having our own grandchildren growing up in Orange. I guess you might say we are invested in Orange...and we are here for the long haul, not just passing through. I have learned what love of God, Family and Country means from this guy right over here...my Dad, Gene Smith...Class of 1943 Orange Union High School. We are a community based on families and faith in God and making sure our neighbors are well and safe today.

And I want to assure you, I am not on my way to County Supervisor...not that's there is anything wrong with that, Bill Steiner, and I will not be running for California Assembly, My commitment is to Orange...my hometown, our hometown...my heart belongs to Orange and I will continue to work tirelessly - to protect Orange by ensuring public safety, clean water, safe neighborhoods and strong infrastructure; - to be fiscally conservative and absolutely responsible with your tax dollars; - to enhance Orange by supporting business, maintaining property values and high quality housing (encouraging commerce to thrive) - to celebrate Orange through our parks and open space, libraries, community events and civic organizations I thank you for your support! Let us work together to both safeguard and celebrate the sweet, sweet Orange we so love, respect and cherish.

For more information about Tita Smit visit: www.titasmith.com