Faces of Finance
Insurance is much more than a “necessary evil'' for your business. On this episode of Faces of Finance, host Shawnna Weber is joined by Meredith Messenger, an Operations and Risk Management Consultant and Founder & CEO of InsureGood. She joins our host to chat all about her experience in the insurance and risk management industry. Tune in to hear more about selecting your insurance provider, scaling risk management to businesses, and ways of systematically identifying, evaluating, and mitigating the negative impact of risk on you and your business. Highlights: [02:15] Meredith...
info_outline Standing Out From Your Competition - An Interview with Tommy MelloFaces of Finance
Tommy Mello is the founder of A1 Garage Doors, a $50 million-plus home service business with over 360 employees in 19 states. Tommy speaks about the inspiration behind his company, and gives tips for people who are establishing their businesses. We uncover the steps you need to take when expanding and how you can strategize your company’s growth. Tune in as we talk about standing out from your competition, and Tommy gives even more informative advice for business owners. IN THIS EPISODE: [01:25] The inspiration behind Tommy’s business, A1 Garage Doors. [07:30] When establishing your...
info_outline Tips and Strategies for Year-End ImplementationFaces of Finance
Shawnna interviews Edgewood Business Solutions accounting executives Linda Welk, Katie Petty, and Deepa Mackrani on their tips and strategies to implement into year-end planning. First up, Linda explains why your accounts receivable detail report is so important and why you should review it before the end of the year. Learn about best practices for paying vendors, updating inventory, and recording home office expenses.
info_outline College Planning and Application Process with Liz MurphyFaces of Finance
Many aspects of our family life intersect with our finances. A topic that comes up frequently is planning for our child's college education, both financially and being accepted into a college of choice. That's why we are lucky to have Liz Murphy, the Founder, and Owner of Liz Murphy College Advising, join the show. Tune in as Liz reveals the steps that parents should take to prepare for college financially, and she gives application tips for financial aid.
info_outline Protecting Your Company with Adequate Insurance - An Interview with Zack Leland and Lisa FortenbaughFaces of Finance
Shawnna interviews Zack Leland and Lisa Fortenbaugh. Zack is a Commercial Insurance Producer at PIASC Insurance Services. Lisa is the Founder and CEO of Platinum HR Consulting Group. The panel explores insurance coverage for wrongful termination, sexual harassment, discrimination, and emotional distress. Lisa and Zack also explain workers’ compensation, the importance of safety training, and why your HR consultant should be collaborating with your insurance brokers.
info_outline Using Business Credit Cards & Maximizing the Benefits - An Interview with Michelle MillerFaces of Finance
Shawnna interviews Michelle A. Miller, a Business Development Manager for American Express. Michelle helps businesses navigate which American Express credit card to select and guides clients through the application process and the best utilization of their credit card. She gives us tips for businesses that are looking for a credit card company to collaborate with for their business needs. Michelle also explains what makes American Express unique.
info_outline Why You Need an IT Update - An Interview with Rick ShinguFaces of Finance
Shawnna interviews Systems Administrator and IT Consultant, Rick Shingu. Rick helps businesses discover their true potential by finding ways to apply IT systems that make them more productive and proactive. First, Rick explains why he prefers a cloud-based system over an on-premise system. Rick talks about how a cloud-based system will allow for consistent and automatic maintenance, promotes remote work, and has a generally low start-up cost for smaller companies.
info_outline Commercial Real Estate Transactions - An Interview with Erica FreyFaces of Finance
Shawnna interviews a broker for office property leasing and sales in the Central Valley at Colliers International, Erica Frey. When deciding between leasing and buying, Erica says it comes down to your business model. For small businesses, when lease rates are high, it may be better to acquire the property. Later, Erica explains what a business owner needs to know before looking into commercial real estate.
info_outline Employee Recruitment - An Interview with Ojesa Asejo-ClarkFaces of Finance
Shawnna interviews Ojesa Asejo-Clark, a recruiting manager for Robert Half Finance & Accounting, the world’s first and largest specialized financial recruitment firm. Ojesa places finance and accounting professionals with companies throughout the Central Valley. She explains how employers can pick the right recruiter for their business and what employers should do when they find the right fit. Ojesa describes what the recruitment landscape looks like during COVID-19. edgysolutions.com
info_outline Creating a Cohesive & Consistent Brand - An Interview with Ally MacWilliamsFaces of Finance
Shawnna interviews Ally MacWilliams, a graphic designer who specializes in brand design and marketing. Ally explains that branding isn't just a logo; it helps a business stand out and reach their target audience. Tune in as Ally explains branding, brand boards, why authenticity is essential, and the pitfalls of social media marketing.
info_outlineMany aspects of our family life intersect with our finances. A topic that comes up frequently is planning for our child's college education, both financially and being accepted into a college of choice. That's why we are lucky to have Liz Murphy, the Founder, and Owner of Liz Murphy College Advising, join the show. First, Liz explains why high school students need to start their college research during junior year. If you're confused about the application process, there are many benefits of collaborating with a college advisor. Tune in as Liz reveals the steps that parents should take to prepare for college financially, and she gives application tips for financial aid.
Highlights:
- The best way to keep costs low for college is by attending in-state public universities.
- Look for universities that are going to offer students significant institutional aid through need-based aid or merit awards.
- Leave your car at home; it can add to your expenses while at college.
- The most significant benefit of working with a college advisor is that they can save you money and time.
About Liz Murphy:
Liz Murphy: Founder/Owner, Liz Murphy College Advising
As an independent college consultant and a graduate of the UC Berkeley College Admissions and Career Planning program, I have successfully guided high school students on their college admission journeys for over eight years. In addition, I provide pro bono services to low-income and first-generation students. I was a parent leader in public and private education for fifteen years worked in the public health field for over ten years and taught high school biology and chemistry in the Peace Corps in Kenya. I bring significant experience in communication, research, and project management to my personalized college consulting practice. I am particularly interested in helping students pursue higher education in STEM and assisting students in applying to the University of California system.
I survived the college admission process with my own children, who graduated from Gonzaga University (2015) and UC Berkeley (2017). Every year I tour dozens of colleges and universities throughout the United States; attend professional conferences, college fairs, and workshops; and network with fellow professionals in the field. I keep up-to-date on changes and developments in the world of higher education in order to best inform and guide my students and families.
Disclaimer: This podcast discussion is for informational purposes only and not for the purpose of providing medical, legal, or financial advice. You should contact your doctor, attorney, or financial advisor to obtain advice with respect to any particular issue or problem. Visit: www.edgysolutions.com