All in One Connect Plus + Virtual Office for Non-Profits by NEP Services w/ Stacey Yudin - AZ TRT S05 EP29 (245) 7-28-2024
Release Date: 08/01/2024
AZ Tech Roundtable 2.0
Ford Power Promise for EV Cars w/ Becca Anderson AZ TRT - S05 EP40 (256) 10-13-2024 What We Learned This Week: Ford - Classic Car Company with 100 Years + History EV Car adoption is a growing trend Battery Charging at Home + on the Road Software & Service is part of the Ford Promise on new EVs F150 & Mustang Models are available as EVs Guest: Becca Anderson Senior Director Ford e Customer Experience LKIN: In the early days of the personal auto, Americans wanted and needed the convenience, peace of mind and expert service of full-service filling...
info_outline Deep Value Investing Using The Acquirer’s Multiple Revisited w/ Tobias Carlisle - AZ TRT S05 EP 39 (255) 10-6-2024AZ Tech Roundtable 2.0
Deep Value Investing Using The Acquirer’s Multiple Revisited w/ Tobias Carlisle AZ TRT S05 EP 39 (255) 10-6-2024 What We Learned This Week Acquirers Multiple – Enterprise value of the business, mindset of buying the entire business Deep Value Investing – good companies at wonderful prices, looking for companies that are beat down, but not going out of business, will rebound, mean reversion Activist Investors – like Carl Icahn, act as catalyst to push mgmt to unlock value – stock buybacks, spin offs, etc. Value Trap – buy a...
info_outline Taxes Are Going Up - How to Grow Your Wealth using the Right Tax Buckets - AZ TRT S05 EP38 (254) 9-29-2024AZ Tech Roundtable 2.0
Taxes Are Going Up - How to Grow Your Wealth using the Right Tax Buckets - AZ TRT S05 EP38 (254) 9-29-2024 What We Learned This Week: Tax Buckets, broken into 3 categories of Taxed (income), Tax deferred (401K), Tax Free (Roth) Taxes are going up – How to Move more $ into a Tax Free Position Advisors should ask Clients – Do you want to pay Taxes now when you know the rate, or Pay Taxes Later at Unknown Rate? You are always partners with the Gov’t / IRS Arbitrage is Powerful in Finance – borrow cheap $ at 3%, then earn 6% controlling...
info_outline Rockin’ the Kremlin - Russian Music Industry w/ David Junk - AZ TRT S05 EP37 (253) 9-22-2024AZ Tech Roundtable 2.0
Rockin’ the Kremlin - Russian Music Industry w/ David Junk - AZ TRT S05 EP37 (253) 9-22-2024 Things We Learned This Week Roger Waters performed The Wall – Live in Berlin after the Fall David Junk went to the concert, & was inspired and moved to Russia, got into Diamond business, then Music Industry with Universal Music David had to establish a legal record market, and had to fight corruption with the Local Mob Record Companies and Artists wanted to grow their fan-base in both Eastern Europe & Russia post the Fall of the Soviet Union Western Music had a huge impact...
info_outline AZ Bio Week & Life Sciences Innovation w/ Joan Koerber-Walker - AZ TRT S05 EP36 (252) 9-16-2024AZ Tech Roundtable 2.0
AZ Bio Week & Life Sciences Innovation w/ Joan Koerber-Walker - AZ TRT S05 EP36 (252) 9-16-2024 Things We Learned This Week AZ Bio mission to improve life and bioscience, & make AZ a Top Ten Bioscience state AZ Bio Week 2023 is Sep. 16, 5 Days Talks, Events & Awards 3 Ds - Discovery, Development, & Delivery - takes years, and $ billions to bring new drugs to market Their company members deal with diseases, medical devices & cancer research to cure it Combo of Gov't & Private Funding, University research & private company work ...
info_outline THE PRICE: What It Takes to Win in College Football’s Era of Chaos w/ Sports Writer John Talty - AZ TRT - S05 EP35 (251) 9-8-2024AZ Tech Roundtable 2.0
THE PRICE: What It Takes to Win in College Football’s Era of Chaos w/ Sports Writer John Talty AZ TRT - S05 EP35 (251) 9-8-2024 What We Learned This Week NCAA fought lawsuits for years to avoid paying the players, had chance to solve the issue Sonny Vacarro (Nike fame) convinced Ed O’Bannon of UCLA to sue, led to NIL NCAA cannot enforce rules on NIL, free for all Transfer Portal happens 2x / year, can change teams 2x in the same year! Nick Saban quit at Alabama because of the chaos Likely resolution is a Salary Cap in College Football Guest:...
info_outline Intelligent Investor, Market Cycles, Supply & Demand - Best of Host Matt on Investing & Economics - AZ TRT - S05 EP34 (250) 9-1-2024AZ Tech Roundtable 2.0
Intelligent Investor, Market Cycles, Supply & Demand - Best of Host Matt on Investing & Economics AZ TRT - S05 EP34 (250) 9-1-2024 What We Learned This Week: The Intelligent Investor Ben Graham's teaching, and seminal investing book - Ch. 8 on Mr. Market, & Ch. 20 on Margin of Safety Market Cycles – importance of identifying them, to know where you are at when investing to avoid Bubbles and Mania - Economics Simplified - What is the Opportunity of your Business Investment? - What is the Probability of the Next Die Roll? - Dr. Nash’s...
info_outline Built to Fail: The Inside Story of Blockbuster's Inevitable Bust w/ Alan Payne - AZ TRT Flashback - S05 EP33 (249) 8-28-2024AZ Tech Roundtable 2.0
Built to Fail: The Inside Story of Blockbuster's Inevitable Bust w/ Alan Payne AZ TRT Flashback - S05 EP33 (249) 8-28-2024 What We Learned This Week: · Blockbuster started in 1985, and scaled quickly after Wayne Huizenga purchased it in 1987, 10,000 stores at its height, dominant video rental co. · Alan Payne instituted the Video Rental model of HEB to the Blockbuster franchises he ran – segmented movies to rent new ones for more...
info_outline Think Globally When Looking for Stocks to Invest In w/ Meb Faber - AZ TRT 2.0 Flashback - S05 EP32 8-18-2024AZ Tech Roundtable 2.0
Think Globally When Looking for Stocks to Invest In w/ Meb Faber AZ TRT 2.0 Flashback S05 EP32 8-18-2024 Things We Learned This Week Investment Plan – write it down and stick to it, give yourself rules and guard rails Allocation – Global Stocks, Global Bonds, Global Assets (Real Estate, Commodities, etc) Talmud Portfolio – 2000 year old strategy – 1/3 of $ in land, business, reserves Invest With the House – monitor the 13F of big investors to get ideas Market Cycles – importance of identifying them, to know where you are at when...
info_outline Investing in Real Estate Opportunity Zones Revisited w/ Greg Talcott of Caliber Funds - AZ TRT S05 EP31 (247) 8-11-2024AZ Tech Roundtable 2.0
Investing in Real Estate Opportunity Zones Revisited w/ Greg Talcott of Caliber Funds AZ TRT S05 EP31 (247) 8-11-2024 What We Learned This Week Caliber Co is an integrated real estate company from service to construction to investment funds The biggest idea in funds right now is Opportunity Zones - investing in below medium income areas Caliber deals can last 5+ years, with an IRR of 17% Caliber has great lenders to get good interest rates, they fund deals 50/50 - loan to equity Location - always looking for great properties w/ community to support biz + other real...
info_outlineAll in One Connect Plus + Virtual Office for Non-Profits by NEP Services w/ Stacey Yudin
AZ TRT S05 EP29 (245) 7-28-2024
What We Learned This Week:
- Non-Profits and Union type orgs need to upgrade their use of tech to connect with members & donors
- Connect Plus + offers an All-in-One Virtual Office
- Control distribution of Marketing & Message
- Need operational efficiency to scale a business
- Traditional Non-Profits not always run like a business, good on raising $, need more structure
Guest: Stacey Yudin
Website: https://www.nepservices.com/
Connect Plus - https://www.nepservices.com/products/connect-plus
CEO Stacey Yudin, CEO of NEP Services is leading a new era of digital transformation for nonprofits and was recently named Fast Company’s 8th Most Innovative Company of 2024 …in the company of Amazon and other global leaders.
NEP Services provides innovative communications solutions for nonprofit organizations including an array of markets such as unions, education, essential services, regional non-profits and even Cal Fires. Its proprietary Connect Plus+ communications platform is an all-in-one solution for seamless community management, communication and empowerment. So, think of it as one part Go Fund Me and one part Facebook and one HUGE give back to the community.
To date, the company has helped its clients raise $65M to give to the community and $7M for its “Help a Hero” crowdfunding platform that raises money for community heroes in need.
Stacey Yudin is chief executive officer of NEP Services and a champion of change. As a tech trailblazer, Stacey is known for her unstoppable drive and creating transformative technology to advance unions and non-profit communities securely. Stacey spearheaded the launch of NEP Connect and Connect Plus+ mobile app, NEP’s proprietary employee management and empowerment solution, and has been instrumental in creating a world-class team that celebrates gender diversity and female empowerment.
In fact, under her leadership the company was named aFast Company Most Innovative Company in 2024. Prior to NEP Services, Stacey was in the healthcare sector as well as a consumer products entrepreneur. She actively supports numerous charities and served as Collegiate President for Face Aids and UNICEF at UCLA and is an active speaker at events. Stacey earned her bachelor’s degree in Science, History and Public Health from the University of California, Los Angeles.
Industries - Law Enforcement, Fire, Non-Profit Business, Education Departments
Platform – Fundraising, Recruitment, Marketing, Community, Communication, Web Dev’t
Notes:
Seg 2
NEP services is a software company. They are an all in one hub for remote work. They can help you handle communication, data, and software interface. Helping you to run an organization remotely. They have added features so you can keep in contact with members and donors.
The hybrid workspace is here to stay. It’s not uncommon that you have remote staff that’s in multiple states that needs to share data or have online meetings.
Traditional nonprofits have had issues in the past because they don’t run like a business. You need to run your organization like any normal business, working on cash flow and managing a staff. With remote workers it’s harder to manage data, documents, and the Calendar. You need the right software so you can schedule events meetings meet ups. NEP Services is an Omni channel, all in one.
Control distribution of your marketing and messaging. You also want to do your best to have engagement with members and donors. You build your brand internally to members and employees. Then you have your public brand for customers and donors.
How to manage a software platform? Do you want to consult with clients, communicate with members and survey how it is working. What is helping and what is not helping?
Then you do need to measure your feedback with data. Analyze the data to see what analytics matter. You make part of the decision with data. You can segment your Execs and VIP donors in different groups. You chat with them and get feedback. See about the delivery, the open rate, click through rates, check who filled out a survey.
Seg 3
NEP services was founded in 1997 by Drew H. He was building a CRM for nonprofits to help with fundraising, Geo sensing and heat mapping. Build programs to bring in dollars.
Staci joined 10 years ago. Initially, she was working in day-to-day ops of the nonprofit. Had to build the internal ops and make it more of a community focused organization.
Still needs to be a business, with business structure. You have to grow operational efficiency, which is the key to scaling and growing a business.
There are plenty of marketing and fundraising tools and software in the marketplace. But there are a few tools to help actually manage the business. Building a good operation you have to listen and build backwards. Ask the question, what features are needed?
Communicate with members, as part of any nonprofit. Normal business, like collecting dues, invoicing, storage of documents. Also want to work with third-party tools to integrate with software you use. Cost benefit analysis for the software that have the API’s for connect with third-party tools and ease of use for small business.
NEP services provides an easy on ramp to engage with your audience and build a brand.
All companies are technology companies now. You need to have IT involved in your business and know how to use technology.
UX features which are accessible and easy to do to non-tech type people. Drag and drop features to make it easy. Reduce the technology required, and encourage that step into the future. Making it easy, and non-threatening for non-tech people to adopt.
If a current nonprofit has 50 K members, that’s a huge data set. If you add onto that another 50 K donor list, it’s lots of data. Some handholding may be needed as there could be hesitation moving from an old system to a new system like NEP. The tech revolution is here and businesses need to adapt to survive.
It’s always a challenge by tech companies that they need to listen more and help customers. Customer service part needs to be better. NEP services answers the phone you’ll always talk with people in customer service.
Seg 4
Staci‘s on the road often meeting with customers.
Emotional challenge of older businesses to adopt new technology.
Room for improvement with the customer service model in Big tech.
Often there is little onboarding support with software companies. NEP services is proud of their 97% retention rate. They have a listening culture and are customer obsessed.
Most businesses have different audience demos that they need to put messages in front of. This could be 3 to 4. How do you reach your core audience?
For example, audience demos can change. Members of unions are actually getting younger. They need a different message than the past. Work on your current systems to upgrade. NEP services offers communication with Connect Plus. Can buy in pieces and adopt slower.
People adopting technology need to be honest about where they’re at and where their brand is. Determine what tools are needed in the next 5 years. Typically it’s a 1 to 2 month transition with the Connect Plus and NEP products.
You have to organize your data sets, your member list, and your donor list. Good data in, equals good results. Opposite is true if you put bad data in. Customer support with a SaaS platform
Seg. 1 – talking Tech Adoption with clips from:
Crossing the Chasm & Tech Adoption Revisited w/ Geoffrey Moore
AZ TRT S05 EP11 (226) 3-17-2024
Things We Learned This Week
• Crossing the Chasm book (1990) has become part of the lexicon for Tech Industry knowledge, mass influence on Tech CEOs last 25 years, constant references
• Chasm – early market vs. mainstream market
• 5 Stages of Adoption – Innovators, Early Adopters, Early Market Pragmatists, Late Majority, Laggards
• Win tech ‘primaries’, win some ‘beachheads’ & create whole niche market – get mainstream market to create momentum to the point everyone wants the product
• Legacy Co’s fail to make tech turn, because they lose money in short term shifting to new disruptive tech away from mature industry that brings in bulk of profits $
Guest: Geoffrey Moore
http://www.geoffreyamoore.com/
Full Show: HERE
Biotech Shows: https://brt-show.libsyn.com/category/Biotech-Life+Sciences-Science
AZ Tech Council Shows:
https://brt-show.libsyn.com/size/5/?search=az+tech+council
*Includes Best of AZ Tech Council show from 2/12/2023
Tech Topic:
https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science
Best of Tech: https://brt-show.libsyn.com/size/5/?search=best+of+tech
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
Thanks for Listening.
Please Subscribe to the BRT Podcast.
AZ Tech Roundtable 2.0 with Matt Battaglia
The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.
AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.
Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…
AZ TRT Podcast Home Page: http://aztrtshow.com/
‘Best Of’ AZ TRT Podcast: Click Here
Podcast on Google: Click Here
Podcast on Spotify: Click Here
More Info: https://www.economicknight.com/azpodcast/
KFNX Info: https://1100kfnx.com/weekend-featured-shows/
Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.