The weekly AmiSights Podcast will feature dynamic interviews with entrepreneurs, thought leaders, various industry CEOs, industry professionals, public speakers, and more about their unique insights, practices, and valuable life experiences. Join Ami Kassar, CEO of MultiFunding, and his humor on the show that can help you grow and transform your business.
On today's episode, Ami Kassar interviews Megan Bruneau, M.A., therapist, executive coach, writer, speaker, and podcast host about emotional issues and mental health among entrepreneurs coming out of the pandemic.
Megan has a master of arts in counseling psychology and a bachelor of arts in psychology and social work. With 12+ years experience providing crisis support, therapy, and coaching, she’s a Registered Clinical Counsellor (RCC #6420) in the province of British Columbia and sees clients globally as a coach. By sharing her personal experiences alongside her professional expertise, Megan seeks to change the way people relate to their inner and outer worlds.
Quoted by Deepak Chopra as the “Millennials’ therapist,” Megan’s no-BS, relatable voice has garnered over 30MM views and landed appearances on The T.D. Jakes Show, Good Morning America and New York 1 Morning News. Transparent about her own mental health, eating disorder history, frequent heartaches and uncertain entrepreneurial life in New York City, Megan’s vulnerable and humorous writing-style has inspired dozens of viral articles – making her a Huffington Post – homepage regular, MindBodyGreen, and Forbes favorite.
After years of struggling with depression, anxiety, and eating disorders, she came to realize she was the one getting in her own way. She healed her relationship with herself and now teaches entrepreneurs and high achievers how to do the same – so they can do the sh*t that scares them and create the life they deserve. Find her book, How To Be Alone (And Together): 72 Lessons on Being at Peace With Yourself on Amazon, and follow her on Instagram @meganjbruneau.
On today's episode, Ami Kassar sits down with Megha Kulshreshtha to learn all about her nonprofit, Food Connect!
Megha is the Founder and Executive Director of Food Connect, a nonprofit organization dedicated to bridging the gap between surplus food and hunger through collaboration and technology. Food Connect has helped distribute over 3 million on-demand meals through their last mile transport and logistics support in the hunger relief space. Megha has over 10 years of experience in data, technology, and process solutions. She started her career in Finance as a Data Analyst and then as a Portfolio Analyst for US Equities at Aberdeen Asset Management. For the last 7 years, Megha has dedicated her technical background towards streamlining inefficiencies in the hunger relief space. The Food Connect app has helped over 800+ food vendors across the country donate their surplus food in real time. Over 750+ shelters have received free food donations through the app. Currently, Food Connect helps deliver on average 30,000+ meals a week.
Megha continues to lead Food Connect's product testing and development to help track and understand real time shelter needs. Food Connect's work has been recognized nationally in the hunger relief space for its innovation in collaboration, integrations, and food equity initiatives.
On today's episode, Ami Kassar interviews David Anderson, CEO of Off Madison Ave, Founder of LighthousePE, Global Board Chair of Entrepreneurs Organization (EO), Author, Speaker, and Executive Coach, on what he learned leading EO through the pandemic and his positive outlook on this rare opportunity.
David is an experienced entrepreneur whose leadership path has taken him from president of his college fraternity to the White House. Along the way, David has seen leadership at the highest levels and the lowest. He has experienced success, but also failure. Having learned from many successes and the hard knocks of business and life, his focus is now on building businesses and sharing his expertise to allow others to learn, grow and prosper.
For over 20 years, David lived the entrepreneurial dream by starting and operating his own businesses. What started as two people working out of a garage with VC funding (that is Visa Card funding!) has resulted in a winding, and sometimes bumpy road that includes the 20+ year-old marketing agency Off Madison Ave with multiple mergers and acquisitions, a publishing company startup (which was a big failure), several real estate ventures and most recently, starting and building a SaaS-based software company, LighthousePE.
David also serves in leadership for the member-driven global Entrepreneurs Organization, EO, and has published his first book, Leader is Not a Title. Additionally, David coaches and mentors entrepreneurs all while putting two sons through college and being somewhat of a good husband to my wife of 25 years.
On today's episode, Ami Kassar interviews Beth Hoff Blackmer, Owner and President of Aspen Rent-All, Inc. on lessons learned as president of the ARA through the pandemic.
Her father decided to sell the business in 1999 after his manager became ill. With urging from some family friends, Beth decided to step into the business in August of 1999 with absolutely no background in the rental industry. Taking a big step into the great unknown, she purchased the business from her father in January of 2000. Thankfully in the fall of 1999, she attended a regional ARA event as well as the Alert software user conference and met many wonderful people who helped her tremendously over those first few years.
Since 2007, she has been very involved with different aspects of the ARA where she has gained insights, found valued colleagues, and discovered a treasured circle of friends. When she started, she had little or no experience with any of the equipment; now she is proud to say that she can operate all the equipment in the fleet. She has tripled the revenue of the business since purchasing it.
Beth is married to Kent Blackmer and resides in a rural and mountainous setting. They have two Labrador retriever dogs and two horses. She enjoys skiing, riding horses, cycling, diving, and traveling with Kent.
On this episode, Ami Kassar interviews Kathleen Quinn Votaw, Founder and CEO of TalenTrust on how businesses need to be rethinking their people strategies as we get back to the "new normal".
Kathleen is the Founder and CEO of TalenTrust, a strategic recruiting and human capital consulting firm that has helped companies nationwide address immediate needs and drive long-term growth since 2003. She is the author of Solve the People Puzzle and a regularly published columnist and popular speaker on topics related to HR strategies and workplace culture.
Kathleen has overcome a multitude of personal and business challenges in becoming a strong leader who was able to exceed TalenTrust’s growth goals throughout the Great Recession and become one of less than 2% of women business owners to break the million-dollar mark. Along this journey, she has formed the core belief that people-centric, relationship-based workplaces are the key to attracting and retaining the talent to take businesses to the next level. Based on her knowledge and experience, she is a key disrupter in her industry, with a mission to help HR professionals attain the skills needed to provide strategic value to their companies.
She has helped more than 1,000 companies across multiple industries navigate uncertainty and continuous change to develop purpose-based, inclusive cultures; targeted recruitment strategies; and, most importantly, inspired employees who want to come to work each day.
From proactive hiring processes to human-centric leadership, Quinn Votaw’s practical insights and actionable recommendations have impacted diverse organizations, including: John Hancock, Kaiser Permanente, the United States Department of Veteran’s Affairs, Renaissance Executive Forum, EO, the Association of Corporate Growth, and Vistage International.
Kathleen recently completed a Stanford Graduate School of Business program focused on strategy, innovation, and organizational design. She has received many awards, including the coveted Inc. 5000 for two consecutive years; 2020 Enterprising Women of the Year from Enterprising Women Magazine for her work to fuel lasting change in companies across the nation; and multiple achievement awards from Colorado Women’s Chamber, ColoradoBiz Magazine, and Denver Business Journal.
On today's episode, Ami Kassar interviews Bill Gallagher, Scaling Up Business Coach and Podcast Host, on how companies are repivoting.
Bill is a business coach and master facilitator with over 30 years of entrepreneurial and executive experience. Bill has spent the last 15 years coaching and training others in leadership and performance and previously led 4 companies of his own and been a partner or executive in 2 others. Bill discovered the Rockefeller Habits and Scaling Up 20 years ago, has used them in his own companies.
Today, Bill coaches leaders and teams across more than 25 cities in 11 countries and the host of the Scaling Up Business Podcast. He is a passionate and playful presenter and his clients, at all stages, share a hunger to grow successfully with an openness to new approaches and thinking.
Bill Gallagher is the guy you want around to sustain growth, when you need to build consensus, or even when things explode and you need to get the team in action. Working alongside an entrepreneur, Bill is able to inspire people and companies, and then get them pulling together.
An experienced entrepreneur and executive, he has created and run companies and business units ranging from startup to over US $500 million.
Happily married for over 20 years, Bill and his wife, Lori, live in the Oakland hills. Their grown children, Jack and Sophie, are also entrepreneurial and live nearby.
On today's episode, Ami Kassar interviews Greg Crabtree, Partner at Carr, Riggs & Ingram, on how he helps companies manage their books, and what's different about his unique approach.
Greg Crabtree has over 40 years of in-depth experience, not only as a CPA, but also as a speaker, author, entrepreneur and financial expert. He is known for working with his clients on cash flow planning, business consultations, strategic planning facilitation, success planning, and transaction advisory services. Greg’s firm, Crabtree, Rowe & Berger, recently merged with Carr, Rigs, and Ingram, where he is now Partner in Charge. The CPA firm is dedicated to helping entrepreneurs build the economic engine of their business.
In 2011, Greg released his first book “Simple Numbers, Straight Talk, Big Profits” which shares his core principles of how to turn your business into a wealth building engine. In 2014, Greg contributed a chapter to Verne Harnish’s book, “Scaling Up” on how to improve profits though labor efficiency. In 2020, Greg released his newest book, “Simple Numbers 2.0: Rule for Elite Profit and Cash Flow”. Greg has also launched a new Executive Education program for EO in 2020 called Functional Finance for Entrepreneurs that will teach any entrepreneur the basics to understand their financials and use the data to drive exceptional business performance.
On today's episode, Ami Kassar interviews Dale Robinette, Business Growth Strategist, Founder of the RevX Formula, Vistage Master Chair, and certified Scaling Up Gazelles Coach to discuss what Dale has learned coaching business owners through the pandemic.
Dale Robinette has a 25-year history of successfully helping companies, across multiple industries ranging from start-ups to Fortune 50, achieve exponential growth. He is an expert at developing concise and actionable strategies that will allow your company, and its management team, to achieve results previously considered unattainable.
Dale’s career originally focused on penetrating the electronics industry. He joined the U.S. Navy as an Electronics Warfare Technician to obtain technical expertise. After four years of military service, Dale completed a business degree with an emphasis in Marketing and was fortunate to be recruited as a Sales Executive by AMP Incorporated which was ultimately acquired by Tyco Electronics, the industry’s largest passive electronics company at $13 billion in revenue.
After a few years, he became the leading salesperson out of 500 when promoted to Sales Manager, becoming the youngest Sales Manager in the 50-year history of the company. Two years later, Dale became the leading Sales Manager out of 14 in the U.S. and placed into an executive rotation with a wide variety of leadership positions.
After 15 years at Tyco Electronics, Dale joined Peregrine Semiconductor as a Director of Product Marketing (GM) of the High Reliability Products Division. He built the business achieving a CAGR of 129%. After three years, he took on the role of Global Sales Director to help build out a global sales footprint. After three years, Peregrine was able to achieve 3X growth and get the company public. This allowed for an exit.
Looking for a way to give back, Dale became a Vistage Chair to help fellow executives achieve business and personal success, while maintaining work/life balance. He built two Vistage groups within a record 7 months with high demand to participate in these exciting groups. The same year Dale started a company called EPIQ Space and became the leading website for the Satellite industry to promote their products and services. A year later, he became the Best Practice Chair or “Chair of local Chairs”, working with fellow Chairs to help develop their skills. He continues to further his passion of working with fellow executives to become better leaders, make better decisions and achieve better results. Dale became a certified Scaling Up Gazelles Coach, to help CEOs and their executive teams execute on achieving their growth goals with proven tools and enviable results.
On today's episode, Ami Kassar interviews Casey Brown, President of Boost Profits, on pricing - specifically, has the pandemic changed how businesses should think about pricing, if at all?
Casey Brown is the President of Boost Profits, a firm that helps companies generate more sales at higher prices for improved profits. For over two decades, she has formulated and executed pricing strategies, pioneered innovative pricing content, and coached and trained teams to drive culture change and dramatic, sustainable results.
With degrees in Chemical Engineering, Spanish and Business and career experience in engineering, Six Sigma and pricing strategy for multiple Fortune 500 companies, Casey brings unmatched expertise to help clients discover their true pricing power—and watch their profits rise as a result.
Knowing it’s about so much more than numbers, Casey’s approach is insightful, empowering and proven to deliver results.
Casey volunteers hundreds of hours annually around the world, focused on meeting children’s basic needs, including cleft lip and palate repair with Free to Smile Foundation.
On today's episode, Ami Kassar interviews Bo Burlingham, contributing writer for Forbes and author of five books, about Small Giants, how these companies have performed during the pandemic and what we can learn from their philosophy.
Bo has been writing about entrepreneurs and entrepreneurship for 38 years, mostly for Inc. magazine, where he served as executive editor and then editor at large. He is currently a contributing writer for Forbes. Along the way, he has authored five books, the most recent being Finish Big: How Great Entrepreneurs Exit Their Companies on Top. He previously authored Small Giants: Companies That Choose to Be Great Instead of Big, which was a finalist for the Financial Times/Goldman Sachs Business Book of the Year award. That book inspired the Small Giants Community, which he cofounded with Paul Spiegelman. He has written three other books with coauthors, including two with Jack Stack, CEO of Springfield Holdings Corp. and the pioneer of open-book management—The Great Game of Business and A Stake in the Outcome— and one with serial entrepreneur Norm Brodsky entitled Street Smarts.
On today's episode, Ami Kassar interviews Jessica Fialkovich, President of Transworld Business Advisors - Rocky Mountain, on how to buy a business, how to sell a business and the status of the mergers and acquisitions market.
Jessica became a first-time entrepreneur at the age of 25 and since has been able to successfully establish, develop and sell multiple small businesses in a number of different industries.
In the last eight years as the President of Transworld Business Advisors - Rocky Mountain, Jessica has been able to build her business brokerage firm from a two-person team to one of the top firms in the country. Under her leadership, the office has been the number one franchise location in the world for the last five years, has made both the Inc 5000 and Denver Fastest Growing businesses for the last three, and been recognized by the Financial Times, Colorado Business Magazine and others. Jessica is also the Founder of Exit Factor, which teaches business owners how to buy and sell businesses for the most profit in the least amount of time.
As an entrepreneur, Jessica is passionate about small businesses driving our economy. Because of this, she has committed to educating and supporting entrepreneurs and the small business community. She is active in the Denver Metro Chamber of Commerce, the current President of the Colorado chapter of Entrepreneur’s Organization, and a supporter of Rocky Mountain MicroFinance Institute. Jessica is originally a Jersey Girl that now lives in Colorado with her husband and two dogs, Moose and Sailor. When she’s not working you can find her either enjoying the outdoors or attending a Bruce Springsteen concert.
On today's episode, Ami Kassar interviews Carey Smith, Founding Contrarian of Unorthodox Ventures to discuss if Carey has been investing in businesses throughout the pandemic, and if so, how has his outlook changed.
A career entrepreneur, Carey Smith founded Big Ass Fans in 1999 and served as its CEO, or Chief Big Ass as he preferred, for 18 years. While other companies made and lost their fortunes, Carey’s contrarian business practices and relentless pursuit of new markets and high-quality products led to sustained, rapid growth. By 2017, Carey had grown the fan and light manufacturer to nearly $300 million in annual revenue and more than a thousand employees. And he’d done it without any outside investors. Ready for a new challenge, he sold Big Ass Fans for $500 million. The company’s stock appreciation rights program paid out $50 million to more than 100 loyal employees who shared Carey’s work ethic with 15 becoming overnight millionaires.
Following the sale, Carey founded Unorthodox Ventures, his Austin-based twist on the business incubator that seeks to provide everything investment firms lacked when they approached him near daily at Big Ass Fans. Carey’s team consists of experts who help founders become serial entrepreneurs by providing support for everything from engineering and marketing to customer service and logistics.
Recorded on 01/13/2021.
On today's episode, Ami Kassar interviews Jonathan Goldhill, Founder and President of The Goldhill Group about his new book, Disruptive Successor: a Guide for Driving Growth in your Family Business.
Jonathan Goldhill is an adviser, coach, consultant, trainer, facilitator, and business therapist with 30 years of experience in his craft. He has been guiding closely-held and family-owned businesses since 1987.
His passion for advising entrepreneurs and family businesses ignited a year earlier when his family’s business, one of the largest manufacturers of men’s clothing in the U.S. ceased operations and failed to survive into the fourth generation of family ownership.
Jonathan has owned/managed several businesses that that grown into multimillion-dollar companies, including VEDC in Los Angeles, which grew from a fledgling organization into the largest business and economic development firm in the region.
Some of his clients, including Anchor Loans, FPA Technology Services, Kings Hawaiian Bakery, K&D Landscaping, and Niner Bikes have achieved double-digit growth and were featured on lists of the fastest-growing companies and best places to work.
The Goldhill Group provides strategic thinking, execution planning, and accountability coaching to businesses. Based in the Los Angeles metro area, we serve closely-held and family business clients in the lower to middle market nationwide.
Raised outside New York City, Goldhill moved to California at age 20 to start his journey helping entrepreneurs find their freedom. At 30, he started advising, coaching and consulting with entrepreneurs and business owners.
He is a lifelong learner. He's read hundreds of business books, studied from personal development and business management experts combining insightful and practical expertise to his clients. Jonathan focuses on guiding Millennial and Gen Y leaders with humility to build great teams filled with humble, hungry, smart and talented people. And he likes advising aging boomers and Gen X business owners to find freedom through succession and successful exits.
Jonathan has an entrepreneur's spirit and desires to help entrepreneurs fulfill their desires of freedom of time, money, relationship and purpose.
On today's episode, Ami Kassar interviews Scott Omelianuk, Editor in Chief of Inc. magazine and Inc.com, on his experience coming in as Editor in Chief just a few weeks before the pandemic hit.
Mr. Omelianuk recently joined Inc. as Editor in Chief, where he oversees the brand’s recognition programs, events, and content, and is charged with creating new lines of business to support the entrepreneurial community. Though in the role for less than a year, he has already redesigned Inc.’s digital and print properties, launched a data product for firms looking to invest in small businesses, partnered with the U.S. Chamber of Commerce on a series of SMB town halls and created its breakout Best in Business franchise.
At the Stevens Institute of Technology—a U.S. News & World Report “Top 25 Innovation School”—he is a professor in the School of Business and Technology where he teaches marketing and entrepreneurship and serves as an Entrepreneur in Residence at the University’s Venture Center.
Prior to arriving at Inc., he advised start-ups and businesses in transition as a partner in HumanConsult.io, a consultancy at the intersection of content, commerce, and technology. There he employed the proprietary “Quid Si” methodology, a combination of rapid ideation, the lean canvas and transformation management to help businesses in transition develop strategic plans, sales and marketing strategies, investment theses and digital transitions. Additionally, he was co-founder of a wellness business for which he wrote the patent.
Mr. Omelianuk is widely known for his 12-year tenure at This Old House, where, before its successful sale to private equity, he built a reputation as a creative strategist who took a beloved brand, polished its image, and built around it a tapestry of related businesses, including digital offshoots, Spanish-language TV, lead generation, affiliate revenue, licensed products, and a mobile game strategy. He oversaw English- and Spanish-language television shows, several websites, social channels and a magazine. In an intrapreneurial role at its parent company, Time Inc., he was a C-suite advisor, sought out partnerships and acquisitions and pioneered user-generated content, social video, AR, a mobile gaming strategy, lead generation and other now common digital technologies.
Prior to This Old House Scott held senior positions in television, where he was variously an on-camera host and producer at Full Frontal Fashion and a partner at Kaufman Films, the creator of The Real Housewives franchise. Earlier in his career, Mr. Omelianuk was an architect of Esquire magazine’s renaissance, increasing revenue 75 percent, overseeing brand licensing, and while there authored four books in the Things a Man Should Know franchise, which he created and then co-wrote with Chopped host Ted Allen. As a journalist, he has covered style internationally for GQ, been a columnist at Details and contributed to the Wall Street Journal, The New York Times, and other publications.
Honored with Ad Age A-List and Media Vanguard awards, Scott is a sought-after speaker on entrepreneurship, marketing and branding, and often appears on television as a business, media and lifestyle expert. A graduate of Gettysburg College and the Newhouse School at Syracuse University, where he obtained an MS in Journalism, he sits on the board of the MIT Enterprise Forum or New York City.
On today's episode, Ami Kassar sits down with Dave Nast, CEO of Nast Partners, to discuss how HR has changed during the pandemic, specifically how hiring has changed, and how to build teams virtually.
David Nast is the CEO and Managing Partner of Nast Partners- based in the Greater Philadelphia area. David uses artificial intelligence, workforce analytics, and science-backed data to help businesses stop guessing and erase bias in their talent and execution decisions.
Dave is a 3-time CEO, a Workplace Behavior Expert, and an Award-Winning Business Coach with over 30 years of experience in Human Capital Management, Leadership Development, Executive Coaching, Talent Optimization, Sales, Change Management, Talent Acquisition, Training, Talent Management, and Executive Search. David holds certifications as a Workplace Behavioral Analyst, Business Coach, Talent Optimization Consultant, Corporate Trainer, Leadership Architect, LOS-Organizational Health Expert, and Interview Architect. As a Recruiter, he placed over 500 CEOs in his career, and as a Coach he has worked with thousands of CEOs, Business Owners, and Executives.
Using proven analytics, systems and strategies, David partners with his clients and delivers his services based on their unique needs. He is passionate about inspiring others to get results. David is a Top-Ranked Influencer on LinkedIn with over 25,000 followers. He writes for Talent (TLNT.com), Raconteur, and the Business Section of The Huffington Post. David is also a collaborator on the #1 Best-Seller, “The New ROI (Return on Individuals)” and he has been featured in Money Magazine and Fortune Magazine.
Recorded on 01/06/2021.
On today’s episode, Ami Kassar interviews Dr. Rebecca Heiss, author, founder and CEO of the 360-review mobile application, icueity, and professional speaker on her journey as a professional speaker and what happened in March 2020 and how she adapted.
Rebecca knows fear. As a biologist and stress expert, Dr. Rebecca Heiss is dedicated to helping us become self-aware and overcome our instinctual limitations – the ancient, often subconscious fears that hold us back from our optimal performance and our happiest lives. Her research has been designated “transformative” by the National Science Foundation and it is waking up audiences around the world.
As an author (Instinct, April 2021), founder and CEO of the 360-review mobile application, icueity, and highly sought-after professional speaker, Rebecca has found her calling in helping others recognize the power of biological applications in their lives. A former educator, Dr. Heiss spent much of her earlier career in the classroom at both the high school and college levels and was recruited to be a founding member of an innovative charter school with a focus on entrepreneurial thinking and impact-based learning.
Rebecca has been honored to speak internationally on her work, including multiple TEDx talks. Her “fear(less)” message inspires hope and actionable insights to train our brains to work for us, rather than against us in times of uncertainty. With surprising humor and palpable energy, no matter if Dr. Heiss is delivering virtually or on stage, she wins over audiences around the world with her interactive, inspiring and timely takeaways. She lives in South Carolina with her spoiled rotten dog named Guinness, and every day tries to live her life motto: “spread happy.”
On today’s episode, Ami Kassar interviews Loren Feldman, Founder and Editor-in-Chief of 21 Hats on his journey from journalist to employee to entrepreneur, what he has learned, and how we can help.
Loren Feldman is the founder and editor-in-chief of 21 Hats, an online platform for business owners. He hosts the 21 Hats Podcast, which has been tracking the experiences of six business owners in weekly conversations throughout the pandemic crisis, and he edits the 21 Hats Morning Report, a daily email newsletter for entrepreneurs. Previously, he was a senior editor covering entrepreneurship at Inc, Forbes, and the New York Times and hosted a call-in show for business owners, Mind Your Business, on Sirius XM. And he has spoken and moderated discussions at numerous conferences and seminars on entrepreneurship.
On today's episode, Ami Kassar interviews Matt Grammer, the Founder and CEO of Kentucky Counseling Center on his story, what changed when the pandemic hit and how he pivoted.
KCC was formed in 2014 with a $250 investment and ranked #92 on the Inc. 5000 list in 2019. “I started KCC because I was frustrated with my father’s experience getting treatment for schizophrenia. When he finally found someone that could help, there was a 6 month waiting list and the doctor didn’t accept his insurance. Mental health care should be easy to find and affordable to receive.” - Matt Grammer
On today's episode, Ami Kassar interviews Emily Morgan, the founder of Delegate Solutions, on how she gets entrepreneurs comfortable with delegation and how to make delegation effective.
Emily and her remote team help leaders and their teams to strategically clear their plates so they can focus on higher-impact activities! She is the founder of Delegate Solutions, a Strategic Support(TM) Firm and the designer of the “Delegate Method” which helps leaders identify areas of their work they can delegate or automate for maximum efficiency. She’s helped hundreds of busy entrepreneurial leaders master delegation and design systems to support and grow their awesome businesses! This year alone, her team has cleared nearly 30,000 hours of tasks off the plates of overwhelmed business owners.
Emily speaks nationally on the topic of virtual business, delegation, remote workforces, and flexwork culture. She’s been featured in Forbes, Inc., HuffPo, NY Times, NBC News, and Martha Stewart Radio. She is a Goldman Sachs 10kSB alum and is a graduate of UPenn. Delegate Solutions recently ranked among the top 100 fastest-growing companies in Philly.
On today's episode, Ami Kassar interviews Lynn Ozer, the new President of MultiFunding on her transition from the corporate banking world to the more entrepreneurial MultiFunding.
Lynn Ozer is a strategic and highly accomplished financial executive with vast expertise in small business lending departments, training existing and aspiring lenders on SBA’s loan origination policies and procedures, and advocating on local and national level for policies that prioritize small business. To this day, she serves on the Small Business Board of The Greater Philadelphia Chamber of Commerce.
As the first woman to chair the board of the National Association of Government Guaranteed Lenders (NAGGL), Lynn continues to instruct lenders for NAGGL and actively participates by serving on the government relations, technical issues and executive committees. In doing so, she has remained involved at a national level advocating for small businesses and monitoring the issues and trends in the industry.
She has established capabilities in sales, credit, portfolio management, liquidation, and operations. She leverages outstanding leadership and communication skills to present opportunities to executive teams and cultivates relationships with key business partners. Lynn is a driven and focused top-performer who drives the ownership of business results, capitalizes on lucrative new opportunities, and consistently exceeds goals.
Up until now, Lynn’s career, which started with a 5 year stint at the SBA, consisted of managing all aspects of SBA lending departments in community and regional banks. Lynn managed the SBA Lending Departments at Fulton Bank, Bucks County Bank, CoreStates, Jefferson Bank, Hudson United Bank, Patriot Bank and Susquehanna Bank.
Her recent decision to join MultiFunding LLC emanated from a desire to become more personally involved with business owners. Now, she is able to help educate, structure and find creative financing solutions for business owners that extends beyond one banks credit box. Lynn now has the opportunity to help other lenders with loans they may be struggling to find a home for. If you are that lender, or an entrepreneur struggling with financing options, please contact MultiFunding as we would love to work with you.
On today’s episode, Ami Kassar interviews Randy Haykin, Founder and Chief Purpose Officer of The Gratitude Network. Randy explains The Gratitude Network, what is it, and how we can get involved!
Randy is a serial entrepreneur, angel investor, philanthropist and educator, and “wine angel” who lives and works in the Bay Area. Randy currently coaches CEOs and is a Vistage Chair, overseeing a peer group of 16 growth-stage CEOs in the Bay Area.
In 2011, Randy founded the philanthropic venture entity The Gratitude Network to mentor social entrepreneurs globally. Today the organization has nearly 70 volunteers and has worked with more than 80 high-impact entrepreneurs around the world. The organization’s focus is on children and education.
In 1997, Randy co-founded Outlook Ventures, a $200MM early-stage tech fund. The fund invested in 32 companies and had more than 20 IPO or A exits. Randy also created Haykin Capital in 2006 to provide “mentor capital” to early stage entrepreneurs and has funded over 30 angel deals to date. Prior to Gratitude and Outlook, Randy served as founding VP of Marketing & Sales at Yahoo and played early roles at Overture, NetChannel, Electric Minds, and AOL’s Greenhouse program, a successful venture incubator. He has also held management roles at Apple Computer, Paramount/Viacom.
In addition to teaching at Berkeley, as an Educator, Randy has taught courses on innovation, entrepreneurship and finance at the UC Berkeley Haas School of Business as well as Cambridge U. Judge School of Business. Randy holds a BA in Organizational Behavior and Management from Brown University, magna cum laude, and an MBA from Harvard. Randy has been singing in local choral groups (bass) since 2001 and enjoys practicing yoga. He and his wife, Patty have raised three girls in Pleasanton, CA, who are now all young adults and unleashed into the wilds…
On today's episode, Ami Kassar interviews Karen Kerrigan, President & CEO of the Small Business & Entrepreneurship Council on her efforts in Washington D.C. to help small businesses through the pandemic, the hot issues today, and what's next!
For twenty-five years Karen Kerrigan’s leadership, advocacy and training work has helped foster U.S. entrepreneurship and global business growth. She is president & CEO of the Small Business & Entrepreneurship Council and is the group’s chief advocate for its members.
Kerrigan regularly testifies before the U.S. Congress on the key issues impacting entrepreneurs, investment and the economy, and has been appointed to numerous federal advisory boards including the National Women’s Business Council, the U.S.-Iraq Business Dialog, the U.S. Treasury’s Taxpayer Advisory Panel, and the National Advisory Committee for Labor Provisions of U.S. Free Trade Agreements. Kerrigan regularly engages with the President’s cabinet and key advisors, and has spoken or led roundtables at several White House economic summits, scores of events hosted by the Small Business Administration, U.S. Treasury Department, Securities and Exchange Commission and other federal government agencies and departments. Kerrigan is a collaborative and well-respected individual within the business community who has led numerous coalitions and initiatives with diverse partners and organizations. Kerrigan chairs the newly formed Small Business Roundtable, a coalition of leading small business and entrepreneurship organizations dedicated to advancing policy, securing access and promoting inclusion to benefit the businesses at the heart of the American economy. She has written hundreds of Op-Eds and newspaper columns, and regularly appears on national television and talk radio programs. Kerrigan regularly appears on Fox Business to provide analysis and commentary on the latest economic data, what’s driving the markets, and the outlook for the economy, entrepreneurship and small business growth.
She lectures frequently at colleges and universities, making appearances at Harvard Business School, Georgetown University, University of Maryland, Ohio State University and many others including institutions outside of the United States.
Kerrigan graduated from SUNY Cortland with a B.A. in Political Science, and resides in Northern Virginia.
On today's episode, Ami Kassar speaks with Eric Keiles, Founder and Chief Marketing Officer of Square 2 Marketing, to discuss marketing lessons learned during the pandemic, and what has changed forever.
Eric Keiles is a leading sales and marketing strategist focused on pioneering a new marketing methodology. Eric, along with his business partner Mike Lieberman, coined the concept, Reality Marketing™ to describe how businesses can utilize cost effective inbound marketing tactics to achieve dramatic revenue growth. They are leading the revolution in how entrepreneurs change the way they think about marketing their companies. Marketing Sherpa has called the duo “original and contrarian marketers”.
Their popular first book, Reality Marketing Revolution is a thesis on the changing world of inbound marketing and the dramatic shift in buyer behavior. It introduces concepts like “The Red & Blue Test”, “Being Remarkable” and the “Cup of Coffee Challenge”. Verne Harnish, The “Growth Guy”, named the book, the “best how-to marketing book ever”. Their second book, Fire Your Sales Team Today, is upsetting the traditional sales department by demonstrating through many real life examples how effective marketing makes the “traditional sales guy” obsolete. It outlines a complete inbound sales process, too.
Eric is also the editor of a weekly e-newsletter reaching almost 20,000 business owners and entrepreneurs focusing on this topic. Eric is also the founder and Chief Marketing Officer of Square 2 Marketing. Square 2 Marketing was named the “Inbound Agency of the Year” by HubSpot in 2013 and 2015.
A natural entrepreneur himself, Eric has founded and grown eight companies since 1997. Prior to founding Square 2 Marketing, Eric created The Stitches Catalog and The Logo Workshop, two national graphic design and promotional products companies. He is a former franchisee of a national franchise and currently operates a travel and tourism hospitality group in Philadelphia.
A popular writer and public speaker, Eric has provided expert insight on panels and speaking appearances throughout America’s entrepreneurial community. He also hosts Square 2 Marketing’s monthly workshop and webinar series to help business owners learn effective marketing strategies for their businesses. Eric is also a guest lecturer at several universities.
A graduate of George Washington University (BA) and Temple University (MBA), Eric and his family reside in Center City Philadelphia.
This week, Ami sits down with James Beckwith, President & CEO of Five Star Bank, to discuss what his bank has done during the pandemic, lessons learned, and opportunities that have arisen.
James Beckwith is the President and Chief Executive Officer of Five Star Bank and its holding company, Five Star Bancorp. With more than 20 years of experience, James joined Five Star Bank in 2003 after serving as Chief Financial Officer and Chief Operating Officer at National Bank of the Redwoods, in Santa Rosa, California. James works with those who share his mission to improve the Capital Region and was a driving force behind the creation of the Five Pillar Program, an economic development initiative where cities, counties, and districts direct funds to local community banks for the purpose of reinvesting that money into local small-to-medium-sized businesses.
James is a Private Sector Director with the Greater Sacramento Economic Council, a Board member and Chair Elect of Western Bankers Association, a Board member of the California Community Banking Network, a Board member of Crocker Art Museum, and a member of the Sacramento State University College of Business Advisory Council. James is the past Board Chair of KVIE, Past Board Chair of Sacramento Metro Chamber of Commerce, and Past Board Chair of Valley Vision.
James' professional leadership and extensive community outreach includes support of numerous organizations, and especially, the vision and mission of Cristo Rey High School Sacramento and Make-A-Wish, among many others. James graduated from San Francisco State University where he earned a Bachelor of Science in Business Administration with a concentration in Accounting. He is also a graduate of Pacific Coast Banking School at the University of Washington.
James was recognized by the Sacramento Metro Chamber of Commerce as the Businessman of the Year in 2020. He was also named among the Most Admired CEO's of 2020 by the Sacramento Business Journal.
On today’s episode, Ami interviews JeVon "JT" McCormick, discussing the impact of the pandemic on his business, and how his life lessons have pushed him through. JeVon was born the son of a black pimp father and a white orphan mother. Today, he’s the CEO of a multi-million dollar publishing company that was recently ranked the #1 Top Company Culture in America by Entrepreneur Magazine.
He’s made millions in the stock market (even though he didn’t go to college), he was the President of a software company (even though he can’t code) and he’s currently the CEO of a publishing company (even though he can’t spell).
JeVon is the President and CEO of Scribe Media, a publishing company that helps individuals from a variety of backgrounds write, publish, and market their books. Scribe Media has worked with more than 1700 authors, including members of The Nobel Peace Prize Committee, Nassim Taleb, and David Goggins, whose blockbuster book Can’t Hurt Me has sold over 2 million copies.
In addition to his role at Scribe, JeVon is an author and highly sought after keynote speaker, delivering the message that “Everyone Has A Story” to enthusiastic audiences across the country. His book, I Got There: How a Mixed-Race Kid Overcame Racism, Poverty, and Abuse to Achieve the American Dream, tells the harrowing story of his struggle to succeed despite the overwhelming odds stacked against him.
JeVon is passionate about conscious entrepreneurship and creating opportunities for at-risk youth. He has mentored young men and women in the juvenile justice system, as well as those in lower economic communities.
JeVon currently serves as a board member for Conscious Capitalism and the StartEdUp Foundation. His story and work have been featured on CNBC, and in Entrepreneur, Forbes, and Inc. magazines. He lives in Austin, Texas, with his wife, Megan, and their four children Ava, Jaxon, Elle, and Jace.
It’s already February 1st, 2021 and you’ve guessed it! We’ve pivoted yet again and are excited to launch our new AmiSights Podcast. This week’s special guest is Bob Coleman, Editor of the Coleman Report, a trade newsletter for small business bankers and a nationally recognized expert on small business financing. In our inaugural podcast, Ami sits down with Bob and discusses what the SBA has done during the pandemic, the differences compared to the Great Recession, the PPP, the EIDL, and their thoughts on what’s to come.
The weekly AmiSights Podcast will feature dynamic interviews with entrepreneurs, thought leaders, various industry CEOs, industry professionals, public speakers, and more about their unique insights, practices, and valuable life experiences. Join Ami Kassar, CEO of MultiFunding, and his unique humor as we embark on this new adventure together.
In our inaugural podcast, Ami sits down with Bob Coleman, Editor of the Coleman Report, to discuss the PPP first and second round, the EIDL, what the SBA did from the start of the pandemic, and their thoughts on what’s next!
Author of “Money Money Everywhere and Not a Drop for Main Street“. Coleman is the Editor of the Coleman Report, a trade newsletter for small business bankers. He is the nationally recognized expert on small business financing. He has appeared on Fox Business News and CNN and has been quoted by all major financial media outlets including the Wall Street Journal, New York Times and Bloomberg. He has spoken at numerous small business banking events across the United States, including international engagements in the U.K. and Germany. Coleman has a B.A. in Medieval History from the University of California Santa Barbara and a M.B.A. in Real Estate Finance from the University of Southern California.
Recorded on 12/02/2020.