Pilgrim on the 405

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Paul Van Den Berg, Incubator Finance

November 11th, 2018

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Paul is an information industry veteran who has focused his career on optimizing financial and operational processes for growing businesses.

 

He started his career in the Australian Army Engineers where he earned his Degree in Computer Science focused on automating and streamlining the production of digital maps and charts.

 

He has founded and worked in software startups, held executive roles at SMBs like Continuus, MapInfo & FileNet and survived his experiences at larger companies like Unisys and IBM.

 

Today, Paul’s work with his former CFO, and now partner, Jim has rekindled his passion for working with business owners and executive teams to transform their business for data driven growth.

 

In his spare time Paul is passionate about family, dog fostering, mountain biking, sailing and adventure travel to explore ancient civilizations.

 

Alec Marshall, MotoAmerica

October 21st, 2018

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Alec_.jpgMotoAmerica is currently the fastest growing motorsport in the world. It wasn't before.

While the racing, athleticism, technology and boldness of MotoAmerica has been unparalleled since its launch almost four years ago, the stories that weren't being told, the fans who weren't being found, and the attention this dramatic sport deserved weren't a part of the picture. Creating the event profile, hiring and developing a content team, shaping the promotional strategy and supporting the growth of an emerging media strategy has led to unprecedented sports marketing growth while maintaining the engagement of a core devoted audience. MotoAmerica has seen over 200% audience growth, 100% viewership growth, and significant attendance growth under my leadership, all while maintaining engagement that averages more than 50X (yes, 5,000%) the average engagement of a sports team. 

While the series was developed to groom American champions for world championship racing, the series itself is approaching and even surpassing the global championship races it was hoping to feed.

Brett Lawrence, Towne Brewery

October 5th, 2018

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Brett Lawrence, born in Newport Beach, California, is a confident, effective visionary and entrepreneur. From being a sponsored junior pro surfer at age 14, to leading roles in movies and national commercials, to opening nightclubs and handling event promotions, there isn’t a challenge Lawrence doesn’t confront and conquer.

In 2004, Lawrence started his own business, The Taylor’d Company, LLC. His first investment was becoming the youngest partner in a Hollywood nightclub called Element that was proclaimed the ‘hottest club in the nation’ by People Magazine. Lawrence worked to ensure the success of the club while gaining experience in marketing, promotion and social networking. He later added partnership investments including La Cantina, a Mexican restaurant in Hollywood and a tequila bar called L Scorpion.

After a long 5 years and numerous successes in Hollywood, Lawrence decided to move back to Orange County and join forces with his good friends to create the Beau Monde Group which manages ECCO Restaurant located in Costa Mesa’s famous The Camp. Two years ago this successful partnership opened a second ECCO restaurant in Anaheim’s packing district.

This decision also gave Lawrence the opportunity to get back to his roots not only in the surf industry but a move closer to his family giving him the opportunity to help their businesses thrive. As CEO of Rancho Las Lomas he challenged the status quo and opened profitable new avenues for success increasing both the bottom lines and expanding valuable social media attention.

Brett Lawrence is a man who has big dreams, a passion for life and appreciates entrepreneurial challenges. He maintains a strong and powerful team that pushes him to be the best he can be. His new venture into the craft brew market will set the tone for his greatest accomplishment. With the love and support of his family and friends this visionary only becomes stronger and more determined.

 

Joseph J. Flynn, President and CEO, Vereco, Inc.

September 17th, 2018

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Mr. Joseph J. Flynn, also known as Joe, is the President and CEO of Vereco Inc. a Southern California based Healthcare IT Services Company.  He has served in that position since November 1, 2017. Previously he served as Co-Founder and President and Chief Executive Officer of Auxilio, Inc. and Chief Executive Officer of  CynergisTek, Inc. from April of 2004 until October 2, 2017.  Auxilio and CynergisTek merged in September of 2017 and the Auxilio brand was retired and Mr. Flynn voluntarily resigned his Executive and Board positions from CynergisTek in October of 2017.  Mr. Flynn has over two decades of experience in driving growth and excellence in healthcare IT services.  Under Mr. Flynn’s leadership Auxilio now CynergisTek grew from no revenues to over $70 million, culminating in its merger with CynergisTek, the leading provider of Healthcare Cyber Security Services and up listed to the New York Stock Exchange, in March of 2017 under the symbol CTEK.  Prior to founding Auxilio, Mr. Flynn worked Advanstar Communications from 1998 to 2004 as Vice President of the Communications/IT Group where he managed a portfolio of communications and IT related business to business trade shows, conferences and magazines in the United States and Brazil.  From 1993 to 1998, Mr. Flynn served as VP for Latin America for EJ Krause and Associates, a Washington DC based technology trade show company.  In that position he lived, worked and traveled extensively in Mexico, Brazil, Argentina and Colombia.  He is a1987 graduate of the Catholic University of America in Washington, DC where he holds a BA in International Relations.  Mr. Flynn is fluent in Spanish and has strong working knowledge of Portuguese and French.  Mr. Flynn celebrated his 25th anniversary this year with his wife Valerie and has two young adult.  Joe and his wife live in San Clemente.

 

David Meltzer, Entrepreneur, Author, Speaker and Humanitarian

September 9th, 2018

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David Meltzer is the former CEO of the legendary Leigh Steinberg Sports & Entertainment and the co-founder and CEO of Sports 1 Marketing, arguably the most notable sports marketing firm in the world.

He started with nothing and yet became a millionaire just nine months out of law school and a multi-millionaire by the time he was 32. But then he went broke, but then, he made it all back again, and now he is a successful serial entrepreneur and philanthropist who, through hardship, was forced to codify the rules of success.

To that end, everything that he and his business partner, Hall of Fame quarterback Warren Moon, has a charitable component, and this rule has only accelerated their business growth.  Sports 1 Marketing is currently involved in projects surrounding many of the world’s biggest sporting events, including the Super Bowl, the Pro Football Hall of Fame, The Masters, and countless others.

Taylor Carvajal, True Family Enterprises

September 5th, 2018

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Taylor Carvajal is the Chief Operating Officer at True Family Enterprises. In addition, Mr. Carvajal has management responsibility over TrueLane Homes and the True family real estate platform. In this role Mr. Carvajal serves as the senior executive responsible for managing day-to-day operations of the business. 

Mr. Carvajal also serves as a senior advisor to the True family focused on economics, finance, and capital markets activity. Prior to joining True Family Enterprises, Mr. Carvajal served as the Chief Financial Officer at Amherst Holdings SFR. Mr. Carvajal has also held senior finance positions The Blackstone Group, Ares Management, Goldman Sachs and PricewaterhouseCoopers, where he was a Director in the firm’s Global Capital Markets Group.

Mr. Carvajal received a B.S. cum laude from the University of Southern California and an M.S. from the University of Virginia. He served for 10 years as an officer in the United States Navy and Navy Reserve and is the recipient of the Bronze Star for outstanding duty performance during combat operations in Iraq. In 2010 he was selected as the Navy Reserve Junior Military Intelligence Officer of the Year, and is the recipient of the Navy and Marine Corps Commendation and Iraq Campaign Medals. Mr. Carvajal is involved in numerous charities including the Wounded Warrior Project and the March of Dimes.

Virginia Richardson, Allied Universal

September 3rd, 2018

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Allied Universal Security Services is the industry’s premier provider of highly trained, responsive security personal. Allied Universal has been in existence for more than 50 years and leads the industry in award-winning programs. Virginia has been working with Goodwill and other organizations for the past 9 years. She works all over the county and has developed strong relationships with job developers. Virginia is great at working with job seekers who have gaps in their history or barriers to employment. Virginia is always willing to go the extra mile to help. Virginia says “I enjoy making that phone call, letting someone know they got the job. I like to see people succeed. I want to help people, when they are working at a job they love –they smile more.

Peyton Jeter, Orange County Market Place

August 27th, 2018

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Studied Sport and Entertainment Management. Started out in sponsorship marketing for the City of Denver at Red Rocks Amphitheatre. Moved to Orlando as the Marketing Manager for the CFE Arena, a 10,000 seat venue on the University of Central Florida. Most recently, came on board as the Director of Marketing and Special Events at the Orange County Market Place.

Mark Canlis, Canlis Restaurant

August 27th, 2018

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Mark grew up in a restaurant family, spending his time living and learning the trade from the inside out. Before officially joining the company in 2003, he earned a bachelor’s degree from Cornell University, served as a Captain in Air Force Special Operations, and worked in many restaurants across the country. He met his wife, Anne Marie, while living in Manhattan and working with famed restaurateur Danny Meyer. Mark and his brother now preside over the family restaurant in Seattle. Under his leadership, Canlis has repeatedly been named one of the top restaurants in America, become one of only 18 Relais & Chateau restaurants in the United States, and has been awarded 22 consecutive Wine Spectator Grand Awards. In 2017 Canlis also won the James Beard Award for Outstanding Wine Program.

He and his wife reside in Seattle with their three children, three chickens, and a bird dog.

http://www.traction-guide.com/mark-canlis/

Jim French, Incubator Funding, INC. (IFI)

August 14th, 2018

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Jim is a serial CFO and an experienced professional services leader with a unique insight to the operational and financial information design and flow of business.

He started his career as an auditor with Deloitte and transitioned into professional services for different companies and industries - specifically software and SaaS.

Jim spends his spare time with his young family – sports, hiking and camping.

Robert “Dusty” Staub, Staub Leadership International

July 19th, 2018

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Dusty.jpgDusty has worked for over 30 years with executives, families, and communities
as well as with private and public companies. He has trained and coached
executives and teams in creating high performance outcomes. Dusty has been
a pioneer in the process of creating systemic accountability by aligning
leadership and group behaviors with strategy to produce bottom-line results.
He has worked and traveled extensively in Europe and the United States. He is
the author of The Heart of Leadership: Twelve Practices of Courageous Leaders,
released in an updated, revised edition in paperback and The 7 Acts of Courage:
Bold Leadership for a Wholehearted Life. He has written over two hundred
articles on topics such as leadership, team-based creativity, personal mastery,
team effectiveness, personal effectiveness and business strategy and writes a
bi-weekly column for the Triad Business Journal.
Dusty is a fellow in the School of Engineering at Virginia Tech, and received his
Masters in Clinical Social Work in Marital and Family Therapy and Systems
Management from UNC Chapel Hill. He currently lives in Kernersville, NC with his
wife Christine, a family physician. Dusty is the proud father of three young
adults. http://www.traction-guide.com/dusty-staub/

Chef Tony & Ann, Hope Cafe & Catering

July 17th, 2018

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Tony-In November 2008, I was driven to Southern California by my brother, and dropped off with a change of clothes and a backpack. To start my life over again after a life long battle with Drug & Alcohol Addiction that was capped off of what I call 18 months of Hell.  I lost a business, multiple homes and ton of money in a business deal with my sister and others.  Eventually living on the streets and in the dessert for 8 months.  Of course, at the time I would tell you it was all “their” fault.  But, today I know I had a lot of responsibility in those relationships and outcomes.  I entered a Sober Living and began my life of Recovery.  Early on I wanted to get a job and realized that even with my 25 years of restaurant experience I was NOW Unemployable.  My record and current circumstances left me HOPELESS.  Then during my early recovery, I started seeking a relationship with a loving God, not the one I had as a child (damning) God put into my life a Christian woman that had multiple businesses that allowed me to work with her in several of them.  At the same time, she was reading the Bible and speaking into my life in a way that was foreign to me.  During one of those days at work we were doing a Wedding Shower for her now Daughter in Law and that is when I met Ann (my wife).  Shortly thereafter while I was riding a train up to Central California to do a Wedding for a family friend, I was praying to God that I just met, what do you want me to do with my life?  He said, start writing.  On that paper had our business name, “Hope Café & Catering” and our Mission: “To reach the outcast, outsourced and overlooked.  To teach them a trade, how to feed themselves, their family and the community.”  I looked down and said, clearly this is from God.  As I had no desire to get back into the restaurant business especially having employees.  I got baptized and in October 2009 asked Ann to marry me.  Much to my surprise she said yes! August 2012, we purchase 50% of an existing catering company as we were waiting on God to show us where and how this “Hope Café & Catering” was going to happen.  It was clear a short time later that God had a plan and it looked nothing like I imagined.  We took on our legal dba.  Hope Café & Catering and today operate out of our 6,000 sq. ft Commercial Kitchen centrally located in Pasadena serving all of Southern California.  Extending that HOPE I was looking for early on to those that feel HOPELESS. out of rehab, having just lost my business and all my money, I was without hope. I am intentional about using the business God has given us to employ people that many business owners may not choose such as the disenfranchised, recovering persons, veterans, people with mental and physical disabilities. HOPE Café has provided food for the Grammys, the Emmy’s, and the X-Games as well as Indy Car and NASCAR events.  Our corporate clients are in the hundred’s including:  Kaiser Permanente, The City of Pasadena, Southern California Edison, Los Angeles Department of Water and Power, Warner Brothers, and The Rose Bowl.  My family lives in the east San Gabriel Valley. 

 

Ann-I was raised in a conservative Christian home, married young and had two beautiful Children.  After 19+ years of marriage, my husband had an extramarital affair, And I found myself in the middle of a messy divorce. This was a painful and agonizing experience, as we were prominent members in Our church and community.  My world came crashing down. I didn’t have time to Wallow in self-pity. I knew that I had to find a way support myself and my two children, Because my ex was selfish and unpredictable. I enrolled in an expedited trade school course for Surgical Assistant and was hired within a year at a local hospital. It was a tough learning curve. At that point I didn’t have time to be focusing on my dating life, let alone want anything to do with men in general. I didn’t think I’d ever be able to trust a man again. Then I offered to help at a girlfriend’s bridal shower, and I met Tony.  He was charming and energetic and kept feeding me all kinds of tasty treats! I didn’t know about his past or his journey in recovery.  As we began to meet for coffee and spend time together, he began to share his past and his remarkable journey back to sobriety.  I was pretty discouraged however.  His baggage plus my baggage was just way too much baggage.  I was considering ending the relationship before it got any more involved. But my mom saw a great deal of potential in Tony and told me to give it a little more time.  He was very patient with me and knew my fear and uncertainty would be a challenge. But he was there for me and my kids, and we waded through life’s challenges together. I could see the incredible work that God was doing in his heart and mind.  I started to feel like this was truly God ordained. We got married in 2010 and have been running Hope Café together ever since. It has been an exciting and challenging journey. It can be really rewarding to help others get a second chance and rebuild their lives.  Like with having any employees it can get messy and costly. I am not a risk taker by nature, so this has been a big challenge for me to continue to extend grace and love to others along with all the demands of owning a business, especially in California.

 http://www.traction-guide.com/chef-tony/

Carey Ransom, Aspiration

June 14th, 2018

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Carey is an experienced Internet and software entrepreneur and executive, having started, grown and led many technology companies during their startup and growth phases. He’s currently COO at Aspiration, the leading consumer financial firm with a conscience.  Previously, he was Chief Product & Innovation Officer of Experian Consumer Services, where he led the new portfolio of consumer credit, financial and identity products, as well as partnership across other Experian business units.  He was also Chief eXploration Officer (CXO) of Payoff, a venture-backed consumer-focused digital financial services company, where he led new initiatives and strategic partnerships; and he was previously the CEO at RealPractice, a venture-backed marketing software and services company, which he sold in 2012 to ReachLocal (RLOC).

Carey's 20-year career spans executive roles in product, marketing, business development, strategy and corporate development. Prior to RealPractice, he was VP of Business Development at Brand Affinity Technologies (BAT), an Internet advertising and celebrity endorsement business. Carey was VP, Marketing and Corporate Development at WebVisible, forging new partnerships with companies such as AT&T and Microsoft, creating new lines of business, and helping WebVisible triple its revenue during his tenure. While at MessageRite (acquired by Frontbridge Technologies), Carey was VP of Sales & Marketing, leading the online storage and security start-up’s business, which was eventually acquired by Microsoft in 2005.

Carey is active in the Orange County startup and business community and is a long-time board member of OCTANe. He has frequently spoken at software, financial technology, and online media conferences such as AltFI, Innovation Project, INBOX, The BIA/Kelsey Group, OMMA, and others. Carey’s expertise is identifying the key enterprise value drivers for a business and delivering outsized growth through new revenue opportunities, product and technology initiatives, and creating and leveraging market trends.

Carey is an MBA graduate of the UCLA Anderson School of Management. In addition, he holds a B.A. in Economics from Indiana University, where he was Phi Beta Kappa.

 

Michael Levin, Business Ghost

June 7th, 2018

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Michael Levin is a New York Times bestselling author who founded and runs BusinessGhost.com, a national book ghostwriting firm. In 24 years of existence, BusinessGhost, has written, co-written, edited, or ghosted more than 700 books. 
 
Michael also serves as a regular columnist for Forbes.com, the New York Daily News, Thrive Global, and FoxNews.com, where his January, 2017 piece on the DNC hacking trended number one, and his October, 2017 piece on Daylight Saving Time attracted more than 1.5 million readers. 
 
Michael appeared on the first episode of Season Three of ABC’s ​Shark Tank, has made appearances on Fox News, and BBC worldwide TV and radio, as well as having been quoted in Inc. Magazine, in Bloomberg Businessweek, and in Tim Ferriss’ best seller, ​The Four Hour Body. He serves as a regular contributor to numerous major news organization - and takes great pride in having edited Zig Ziglar’s final book, ​Born To Win.
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Michael is most proud of being able to help so many people bring their stories, thoughts, and ideas to the printed page - and to the public’s attention. Michael recently launched his video podcast, The Manifesto, which can be seen on the new PikMobile App. 

 

Christopher Voss, The Black Swan Group

May 18th, 2018

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Chris Voss is CEO of the Black Swan Group and author of the national best-seller "Never Split The Difference: Negotiating As If Your Life Depended On It," which was named one of the seven best books on negotiation. A 24-year veteran of the FBI, Chris retired as the lead international kidnapping negotiator. Drawing on his experience in high-stakes negotiations, his company specializes in solving business communication problems using hostage negotiation solutions. Their negotiation methodology focuses on discovering the “Black Swans,” small pieces of information that have a huge effect on an outcome. Chris and his team have helped companies secure and close better deals, save money, and solve internal communication problems. Chris has been featured in TIME, Business Insider, Entrepreneur, Inc., Fast Company, Fortune, The Washington Post, SUCCESS Magazine, Squawk Box, CNN, ABC News and more.

Tom Manzo, Timely

May 12th, 2018

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Tom Manzo, President – Timely Prefinished Steel Door Frames, Mr. Manzo was born in Detroit Michigan and raised in the south end of Madison Heights which is a working class city just two miles north of Detroit. He attended Oakland Community College and obtained an Associates Degree and eventually received a Bachelor’s Degree from Walsh College in Business Administration. It took many years to finish college as he always worked full time while attending and paid most of his schooling on his own. Tom never gave up on his commitment or the dream of a four year degree and the will to achieve that goal. He is certified from Stanford in Project Management which there is only a few thousand nationwide. He is authorized to put SCPM on his business cards. Tom has additional training in Executive Education from the University Of Southern California Marshall School Of Business in Strategic Management and Executive Leadership Skills. 

Timely Prefinished Steel Door Frames in Pacoima has almost 200 employees. Tom has been with Timely for over 14 years. Back in Detroit is where he got into sales working with a supplier to the Big Three Automotive Companies offering repair services on components for all of their automation. Eventually, he opened his own company supplying repair services to most Tier one and Tier two suppliers related to the Plastic Injection Molding Industry. The company he started was sold and he consulted a company who made door frames where not only did he meet Timely, he met his wife and she was the reason he came to California. 

At Timely he worked his way up from Product Manager to President and unfortunately many of his promotions came at a time when the economy really took a hit. It took a lot of work to keep things going and turn sales around while going through very difficult times. As he grew with Timely one thing he learned in the position he is in, “It is not about me, it is about the 200 employees we have. My decisions could impact many families so I better make sure I am making some good ones. It is one big family there and I am responsible for all of them."

Co-founder and President of CABIA, a new non-profit organization dedicated to changing the burdensome and unfair labor laws in California. I decided to take action when the company I work for was hit with a private attorney general act (PAGA) lawsuit for ridiculous claims. That suit caused me to realize that the over 1,000 pages of California Labor Law are nothing more than a tool for plaintiffs’ attorneys to use against hardworking businesses. Before taking the leap to create a new organization for this effort, I reached out to other business organizations to see if they were interested in the fight. Unfortunately, many already had full plates, and others simply showed no interest. Some organizations say they represent businesses although, due to politics they support agendas that are actually harmful and others just don’t want to stir the pot. Trying to connect with politicians as an individual or even a company seemed impossible. At that moment I knew California businesses needed a voice.

The goal of CABIA is to support any type of business – manufacturer, restaurant, retailer, service provider, etc. – and be their voice to state legislators, politicians, government employees, and specialized or regional trade organizations. Our platform is simple: change or abolish PAGA laws to protect against frivolous suits and change workers compensation laws so that they make sense for both employees and employers. The reality is this battle will take many years, given the entrenched interests in Sacramento and the path our legislature is on. On average, California passes over 800 new laws a year. Instead of making it easier for businesses to expand and grow the economy, those 800 laws often make it harder. One bill being considered right now, AB 206, would allow day laborers to collect workers comp; can you imagine what a nightmare that would be, or who would pay for it?

In my “day job,” I am the President of Timely, a manufacturing company in Pacoima that has 193 employees. Although a successful and growing business, we are struggling with minimum wage increases and frivolous workers comp cases that ran our MOD rate up. We tried to implement a flexible work schedule that would make our employees happier and more productive. For that, we got hit with a PAGA lawsuit because some employees missed the five-hour lunch window. These experiences are what led me to form CABIA, and there will be powerful stories that we can share as we work to get out our message. That real-world perspective will help CABIA become the leader in reforming these awful laws. If we are successful, CABIA will have helped businesses up and down the coast.

Joel Lindenberg, AchieveNext

April 24th, 2018

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Mr. Lindenberg is a dynamic executive with extensive corporate development experience. As a career investment banker he has facilitated over $500M in  M&A and capital markets transactions.
 
 In addition to core expertise in middle market transaction advisory, Mr. Lindenberg has been instrumental in founding, funding and exiting several early stage companies as an angel investor, operating officer and or board member. 

 
Mr Lindenberg is currently the Director of Corporate Development Services at AchieveNext where he recently chaired and published an M&A Readiness, Special Task Force Report and leads several industry specific CFO strategy groups. Mr. Lindenberg host quarterly thought leadership events for the CFO Alliance and regularly advise CFOs on corporate development strategy. He's operated and exited his own boutique investment firm, developed a corporate innovation program for the XPRIZE Foundation and leads the SaaS, Fintech, and Digital Media practice as a managing director at DelMorgan & Co.
 
Mr. Lindenberg is a graduate of Singularity University's, Executive Program in exponential technologies and holds a Master's in Business Economics from UCSB. He serves on the board of Education Plus Nicaragua and enjoys reading, tennis and snowboarding in his free time.
 

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.