All posts by BizEnergizeMe

Top 10 Tips for Financial Wellness with Jeff Kort

Jeff Kort, Investment Advisor
Picture: Jeff Kort

MONEY: Momentarily Owned, Not Eternally Yours!

Do you have a personal financial plan for yourself and your family? How often do you review it, and have you ever had a hard time keeping up with your goals?

Financial planning is a process that requires you to identify your financial position bearing in mind your short term to long term goals, which if done holistically, leads to financial wellness. You don’t have to know it all, but, you should have a trusted advisor to help you with what you do not know.

Jeff has answers to many of today’s issues:

  • How to have productive discussions with your family about your finances?
  • When to have credit in your name and how much to have?
  • Why you should know & manage your credit score?
  • What to do with a budget?
  • Who will help you if you can’t help yourself?
  • Where can you go to get additional insights?

About Jeff:

Jeff Kort is a financial advisor with Munn & Morris Financial Advisors (MMFA). Jeff’s firm is aligned with a commitment first to their clients’ best interests, with constant personal attention and a comprehensive, solution-focused approach. By continuing to develop relationships, he gains both a comprehensive and a confidential understanding of your needs and goals, and customizes financial solution options to achieve the objectives.

Jeff was born in Kansas City, and an adopted native of Dallas for the past 20 years. He graduated from Indiana University with an Accounting degree and earned his CPA while at Coopers&Lybrand. While at Sprint, Jeff also earned an MBA and completed the Certified Financial Planner™ certification program at SMU.

Jeff is actively involved with Temple Shalom, Leadership Richardson, Boy Scout Troop 444, his Children’s schools, and the Wounded Warrior and Snowball Express projects. He relishes time with his wife, children, extended family and friends as well. He also enjoys Dallas area dining, loves to travel, is an avid sports fan, and smiles at opportunities to serve others.

POWER LUNCH

Our BizEnergize Power Lunch is on July 20, 2017. Our speaker is Jeff Kort, and his topic is Top 10 Tips for Financial Wellness.

RSVP Here for POWER LUNCH

WHEN: Thursday, July 20, 2017, 11:30 am – 1:00 pm
WHERE: Crossroads Diner,
17194 Preston Road, Suite 101
Dallas, TX 75248

Before our speaker begins, each attendee will have the opportunity to share a 15-second message about themselves and their business. Be prepared to share your value message with us and other attendees as you build your contacts in our cooperative community. This will help us all get to know each other better.

BizEnergize organizes this Power Lunch for our members to get up-close and understand the value that our featured presenter offers. You will have a delicious learning experience with your BizEnergize friends.

Your only cost is for a delicious lunch! Learn, network & leave with useful takeaways!

You may attend free (pay only for your lunch), but please register here to RSVP, as space is limited. We hope to see you at the BizEnergize Power Lunch, and we appreciate any questions or feedback in the meantime!

Don’t miss this informative Power Lunch!

Sean Schoenmakers, ActionCOACH

BizEnergize Featured Presenter, Sean Shoenmakers - Business Coach
Sean Shoenmakers, ActionCOACH Business Coach

Ever feel like there just isn’t enough time in the day?

This month’s BizEnergize featured presenter will help you!

We’re honored and excited to have Sean Schoenmakers, ActionCOACH as our BizEnergize Featured Presenter for the month of June, 2017!

MONEY… isn’t it about TIME?!

We’ve all made the excuses about time and not having enough of it.  Ever hear the acronym “T.I.M.E. – Time Is My Excuse!”  In business, time is our most precious commodity, a vessel for our skills, and how we use it determines our success.  Not sometimes, 100% of the time!

See Sean in June! P.M. Business Mixer Power Lunch
When? Tues June 13th Thursday, June 22nd
Where? Manny’s Tex Mex
7601 Campbell Road, Suite 725
Dallas, TX 75248Far North Dallas, Texas

Crossroads Diner, Preston at Campbell

Far North Dallas, Texas

What Time? 5:30 –  7:30 PM 11:30 – 1:00 PM

What you’ll learn at “Money…isn’t it about TIME?!”

•Learn how to better use time to your advantage

•Budget your time and achieve focus with a Default Calendar or Default Diary

•Learn “10 Time Management Techniques Worth Using”

•Learn simple and productive ways to better run your schedule in contrast to letting your schedule run you

•Learn how to effectively plan and schedule activities around cash flow generating and profit-making activities

Come network and join other successful business owners as we share strategies that have helped ActionCOACH clients around the world be happier, more successful, and feel more free.

Sean Schoenmakers – Short Biography

Sean is originally from San Antonio and a graduate of MIT.  He worked at Raytheon Company in design, manufacturing, supply chain, and project management, and graduated from a 2‐year Leadership Development Program.  Sean is a three‐time small business owner, a certified business coach, and is part of an ActionCOACH network of 1400 coaches in 73 countries around the world.  He has traveled to 23 different countries and plays most sports including ice hockey—his favorite.

Contact Sean and Learn More about ActionCOACH Business Coaching

Sean Shoenmakers on Facebook

Sean Shoenmakers on YouTube

About BizEnergize  |  The BizEnergize Power Team |

Power Lunch | BizEnergize P.M. Business Networking Mixer

Learn About Next Month’s BizEnergize Featured Presenter

 

Jon Kendall, Osky Blue!

Continuing our spring focus on Marketing, we’re excited to have Jon Kendall, CEO of Osky Blue!

How’s Your Web Marketing ?  Need a Boost? …a Clue?
BizEnergize Featured Presenter Jon Kendall, Osky Blue
Jon Kendall, CEO of Osky Blue

This month’s BizEnergize featured presenter can help! He’s an SEO, web and digital marketing expert. He has helped products, companies and brands get found, noticed and drive sales online.  His company, Osky Blue is a thought leader in web marketing.

We’re honored and excited to have Jon Kendall of Experipro as our BizEnergize Featured Presenter in May! 

Jon Kendall, CEO, is a longtime marketing and business development professional with a passion for helping business owners large and small grow their bottom lines and make smarter, forward-focused decisions about how to take their companies to the next level. He co-founded Osky Blue in 2010
He has taught more than 300 seminars, classes and training sessions throughout DFW and the nation on business development and effective online marketing through web design, social media, advertising and SEO. He serves on the Planning & Zoning committee for the city of Frisco. He is also an instructor at Collin College where he teaches online marketing and businesses development classes.
Jon was named Finalist for “2016 Frisco Entrepreneur of the Year” by the Frisco Chamber of Commerce. He is also an active Rotarian in his Rotary Club. In his free time, he loves golfing, watching college football and spending time with his wife, three kids and dog, Bernie.

Topics of Focus

  • What should I do to market by brand on social media?
  • Why should I use Twitter and how?
  • How much of my advertising budget should be on Facebook and social media?
  • What ads work best online?

Contact Jon Kendall at Osky Blue – (866) 675-9411, Visit oskyblue.com 

Check out the Portfolio of work by Jon’s company, Osky Blue

About BizEnergize  |  The BizEnergize Power Team | Power Lunch

Tom Dennis, Experipro

BizEnergize Featured Presenter for April…

Tom Dennis, ExperiPro

How’s Your Brand?   Need Guidance?

Tom Dennis, Experipro
Tom Dennis, Experipro

Tom Dennis, April’s BizEnergize featured presenter can help you!

He’s a brand expert and digital marketing expert. He has helped companies from their logo & look to culture & office design to execute a growth plan.

We’re honored and excited to have Tom Dennis of Experipro as our BizEnergize Featured Presenter in April! 

About Tom Dennis

Tom is VP of Brand Strategy at ExperiPro, a marketing insights and brand strategy firm. For 30 years, he has combined his passion for both marketing and sales to help companies craft their story, strengthen their culture, and engage with their target market. Active on social media, with a background in software, fine paper and printing, Tom brings a unique skill set to every client engagement.

Tom is serving his second term as President of the Dallas/Ft Worth Chapter of the American Marketing Association. In 2010 he helped transform the organization into one of the top chapters in the country and in 2012 he was recognized as the American Marketing Association’s “National Volunteer of the Year”.

Tom is an instructor at SMU where he teaches a class on Digital Branding and Engagement. He has served on the board of the West Dallas Chamber of Commerce and the Dallas Society of Visual Communications. In 2010, Tom co-found 1st Tuesday Connections, a Texas not-for-profit dedicated to providing educational programming for North Texas entrepreneurs. In 2014, the group became a part of the North Dallas Chamber of Commerce where he continues to serve on the guiding committee.

Saving the world one brand at a time, Tom is a frequent speaker on the importance of branding and company culture.
In his spare time, he is an avid roller coaster enthusiast and a collector of Chuck Taylor High-Tops.

Topics of Focus

  • Define “Brand”   
  • The Role Brand plays in a Company’s Culture   
  • 4 Stages of Brand Development   
  • Crafting Your Organizational Drivers ‒ values/vision/mission
  • Assessing Your Touch Points ‒ marketing, sales, internal, HR, associations, etc.
  • Case Studies of Brand Management in Action

Contact Tom Dennis – 214-770-7378    tdennis@ExperiPro.com    twitter: @TDbrand   ExperiPro.com

About BizEnergize  |  The BizEnergize Power Team | Power Lunch

Arun Kumar, Marketing Perfected

March is a Marketing Month!

BizEnergize Features Marketing Expertise!

For the next three months, we focus on marketing, starting with a proven thought leader and John Maxwell Coach, Arun Kumar.  Each month, we present an aspect of small business marketing with an expert featured presenter.  Marketing makes business grow, so don’t miss these informative events full of actionable golden nuggets!

In March, we’re honored to have a marketing leader as our BizEnergize  featured presenter, Arun Kumar!

BizEnergize Dallas Featured Presenter Arun Kumar, Marketing Perfected
Arun Kumar, Marketing Perfected

Most marketers think in terms of reaching hundreds or thousands of people with their messages, but for veteran marketing maven Arun Kuman, nothing short of reaching millions of people – directly or indirectly – will do.

A native of Tamil Nadu, India, Arun is the president and founder of Frisco-based CAP Digisoft Solutions Inc., a 200-plus-employee pioneer in web and custom software development, knowledge/medico-legal process outsourcing and digital marketing.

The firm, which was founded in 2007 and has two offices in India, has earned an A+ rating from the BBB as a premier provider of digital solutions. In addition to Digitsoft, Arun is president of Marketing Perfected, one of the four brands under the CAP Digisoft Solutions umbrella. The digital marketing agency goes beyond simply creating web/mobile design and branding solutions to help businesses, but encourages their clients not only rethink their marketing strategy, but to optimize their business-wide processes in order to meet their long term goals.  Before starting CAP Digitsoft, Arun was Chief Project Manager at IT Solutions Park in Coimbatore, India, where he was responsible for a 100-member team providing software solutions for enterprise management systems for companies in South Asia and around the world.

A John Maxwell certified speaker and Coach, Arun is a Certified Marketing Consultant by the eMarketing Association and holds a Digital Marketing – Inbound certification from HubSpot.  He earned an MBA from Manipal University, and a B.A. and Masters degree in computer science from Indira Gandhi National Open University, both in India.

About BizEnergize  |  The BizEnergize Power Team | Power Lunch

Pastor Eugene Keahey – Sand Branch TX

BizEnergize Featured Presenter for February…

Pastor Eugene Keahey, Mt. Zion Church of Sand Branch, Texas!

Sand Branch, a local Dallas community we should all know!
BizEnergize Featured Presenter Pastor Eugene Keahey
Pastor Eugene Keahey, Mt. Zion Church of Sand Branch, TX

Announcing, February’s BizEnergize Featured Presenter, Pastor Eugene Keahey.  Learn about the unbelievable struggles in our own Sand Branch, Texas!

Where is Sand Branch, TX?

We’re proud to have the leader of Sand Branch as our BizEnergize featured presenter.  Sand Branch is a Dallas County community without clean drinking water or city services.  Forget about reliable internet connection.  Worse yet, it’s currently impossible to improve most of the residences, making living conditions absolute squalor.  As astounding as it is, the seventh wealthiest metropolitan statistical area has a colonia type community within its county.

Now, with the leadership of a brave and energetic pastor and community leader, with cooperation and efforts of neighbors working together, a multi-phase comprehensive community development plan is underway.   Learn about their struggle, journey and hope.  The story of Sand Branch is inspiring, yet they still need lots of help!

About Pastor Eugene Keahey of Mt. Zion Church

Eugene B. Keahey is an exciting, invigorating, licensed and ordained minister of the gospel and has been in full-time ministry for 10 years.  E. B. Keahey has a heart to see people enter into a deeper and fulfilled relationship with Jesus Christ. That is why E. B. Keahey believes that while the traditional method of preaching has proven to be beneficial to the older generation, Baby Busters and even the 30-somethings, you cannot reach this new generation with a brimstone gospel. This generation cannot accept an abstract approach to today’s issue. Therefore, E. B. Keahey makes the word of God relevant and applicable for today mainstream problems and concerns. This philosophy allows E. B. Keahey to minister and teach to this generation while moving freely under the inspiration of the Holy Spirit. E. B. Keahey utilizes illustrated sermons that make God’s message applicable and pliable to this generation of believers. E. B. Keahey still teaches and preaches the unadulterated Word of God. He knows that GOD creates the environment that sets people free.

E. B. Keahey’s desire is to help the people of God activate, and stir up the gifts that will release their potential and their divine purpose. God, through E. B. Keahey has encountered many people at the point of your need and released them.

E. B. Keahey is married the stunning Deanna M. Wilson. Together, this loving and loyal team is the proud parents of Bradley, Lauryn, Darryn and Camryn Keahey

About E.B. Keahey Ministries

E.B. Keahey Ministries exists to nurture life’s transformation that through the Spirit people may manifest the reality of Jesus Christ. People today are dehydrated from water down religion-
thirsty for the one thing that Life cannot provide. Life cannot and will not offer sympathy. For that reason, E.B. Keahey Ministries exists to coordinate the gift of God’s Compassion, treasure it as devoted followers of Jesus Christ, and to dispense it to the community and around the world. This unique, independent ministry values amazing and reverent worship; encouraging, positive preaching from the Bible; a need-based ministries; community involvement where the Gospel of Jesus Christ is shared.

E.B. Keahey Ministries Mission: Our mission as a ministry is to impart God’s elegance, cultivate it and dispense it within the community and around the world.

Supporting Sand Branch Starts with Knowing It Exists!

Obviously, Sand Branch has a long journey.  Today, they need support.  Despite years of desperation, they are not looking for hand outs. Audaciously, they want a water bill!  They’re developing their community and have an amazing story to tell.  We’re proud and honored to have Pastor Keahey as February’s BizEnergize Featured Presenter!  He is an inspiration and true community leader.  We can all learn from him and this community!

Learn the story of Sand Branch.  Find out how we can all help.  Join us in February!

About BizEnergize  |  The BizEnergize Power Team | Power Lunch

Dave Shiring, Nutrition for Health

BizEnergize Featured Presenter for January

Dave Shiring, Nutrition for Health!

Learn Ways to Improve Your Health and Lower Your Food Cost!

BizEnergize Featured Presenter Dave ShiringA Certified Public Accountant, Dave Shiring left KPMG as a manager in Information Systems consulting group to begin a thirty year career as financial consultant, controller, or chief financial officer for both public and private companies.

In both his controller and chief financial officer roles he had significant influence in the selection of healthcare plans, premium determinations, deductibles, and pharmaceutical formulary lists.

Insurance costs were exploding.  As a senior executive, he believed it was critical that management ask the right questions.  He realized that while plans, premiums and deductibles were important, he should have been asking “why are our employees needing more healthcare?”

This led him to view health through a completely different lens. 

Now through public speaking he helps people understand how they can improve their health while lowering their food cost, and employers understand how they can promote healthy behavior to reduce healthcare claims expense.

Shiring earned a degree in electrical engineering from Penn State University and a Masters of Business Administration from Arizona State University where he received the Outstanding Graduate Business Student Award.

In 2002, he completed the White Rock Lake marathon.  He won his age category in the 2012 Renaissance Tower (54 floors) “Fight for Air” race, and at the age of 67 years young, passed the US Navy Physical Fitness Exam for a 22 year old.

www.davidshiring.com

www.linkedin.com/in/davidshiring

About BizEnergize  |  The BizEnergize Power Team | Power Lunch

Shawn McBride, R. Shawn McBride Law Firm, PLLC

BizEnergize Featured Presenter for December

Shawn McBride, R. Shawn McBride Law Firm, PLLC!

Your BizEnergize Featured Presenter for December is Shawn McBride.  Prepare to make your business stronger and more durable to change!  First, attend Business Mixer on 11/13. Then, have Power Lunch with Shawn just two days later on 12/15!

shawn-mcbride-bio-pic

Shawn McBride strategies with successful, private business owners on ways to build companies that stand the test of time.  He is also frequently called upon to speak on topics related to business success, such as The 3 Laws of Empowerment (www.rshawnmcbridelive.com opens in new window).

  1. Shawn McBride’s Experience
    • R. Shawn McBride works primarily with successful, private business owners in their desire to build companies that stand the test of time.
    • R. Shawn’s 13 years of experience enables him to quickly assess a business and provide discerning legal advice for a brighter future.
    • R. Shawn McBride has also been licensed as a CPA for 17 years.
    • R. Shawn’s goal is to educate his clients so that they understand situations and can make sound decisions on matters affecting their business.

Why R. Shawn McBride is the Right for You!

    • R. Shawn is both the CEO of The R. Shawn McBride Law Firm, PLLC and the CEO and Chief Innovation Officer (CIO) at his corporate strategy company, McBride For Business, LLC.
    • He is a visionary and consultant for businesses.
    • His interactive presentations and strategy consulting enable companies to focus planning for all possible outcomes, so positive outcomes can be achieved.
    • When the McBride approach is applied throughout an organization, people are motivated to seize opportunities and take immediate action.
    • R. Shawn speaks to a range of audiences.
    • R. Shawn McBride brings passion and energy on stage with a unique blend of brilliance, real-world experience and a skilled communication style.
    • R. Shawn is a licensed Certified Public Accountant in Florida, Maryland and Texas.

Qualifications and Accolades

  • R. Shawn McBride has spoken nationwide at over 80 speaking events since 2014.
  • He speaks to audiences on building companies that stand the test of time, including setting up companies for success, establish systems and procedures related to ownership and how to prepare companies for future growth.
  • R. Shawn McBride spoke at TEDx on “The Advantages of Women in Business Partnerships (TEDx Topeka Women, October 27, 2016).
  • R. Shawn is the author of Business Blunders! which was released June, 2016 and covers common legal business issues.
  • Currently, R. Shawn is working on his second book, The 3 Laws of Empowerment scheduled to be released in 2017.
  • He is currently licensed to practice law in 12 states and the District of Columbia.
  • R. Shawn was named as a Super Lawyers Texas Rising Star in 2016 and 2017 and one of D Magazine’s picks for Best Lawyers in Dallas: Corporate Law: General in 2016.  [Insert logos]
  • R. Shawn McBride is a frequent blogger and often invited to contribute articles or media.
  • R. Shawn McBride has been quoted or mentioned in The Wall Street Journal, The Huffington Post, D Magazine and other media outlets.  [Insert logos]
  • R. Shawn McBride has appeared on many radio shows and podcasts and an authority on different topics.

EDUCATION

  1. Shawn McBride received his Juris Doctorate from the University of Maryland School of Law in 2002 with honors. He also received a bachelor’s degree from Towson University in 1999, where he double majored in Accounting & Business Administration with a concentration in Finance.  [Insert Logos]

Community Service: Board of Advisors, Maryland Public Interest Law

Speaking

Shawn is frequently called to share his knowledge at events.  [www.rshawnmcbridelive.com – pops up in new window]

Signature Presentations

    • Business Partnerships Are Long-Term Relationships: Are You Ready for Yours?
    • Negotiation and Conflict Management
    • The Game of Planning:  A Game Based Approach to New Thinking on Plans
    • The 3 Laws of Empowerment.
    • Women’s Advantages in Business Partnerships

Personal Interests: Travel, Education, Speaking, Reading, Antique Cars, Museums, Sports, Mountains and Beaches.

About BizEnergize  |  The BizEnergize Power Team | Power Lunch

Claire Billingsley!

Claire Billingsley, Billingsley Consulting!

Claire Billingsley is your BizEnergize Featured Presenter for November!  You’re in for a delightful treat!  You’ll laugh, learn, and lift your energy!  Mark your calendars in November!  First, attend Business Mixer on 11/8. Then, have Power Lunch on 11/17!

Claire Billingsley - BizEnergize Featured PresenterBillingsley Consulting Group is a training and communications firm designed to help businesses, associations, and educational institutions grow through personal and professional development.

Claire Billingsley has experience coaching managers on social and communication skills, leadership skills, time management and organizational skills, personnel management, as well as personal and professional development. Claire held leadership and management positions with Sylvan Learning Systems, FASTSIGNS International and TONI & GUY Hairdressing Academy.  With over 20 years of business experience, she learned the strategies and skills necessary to lead, manage, and motivate employees spread all over the world.

Claire is a graduate of Emporia State University.  She’s a Certified Franchise Executive through the International Franchise Association and a trained executive business coach.  She is an active Board member and previous Chairman of the Board at The University of North Texas Professional Leadership Program, College of Business. Calling on her background in Improvisational comedy, Claire’s keynote speeches, breakout sessions and training workshops use participatory-style training methods that teach practical knowledge and skills through highly interactive methodologies and real life business lessons.

Claire’s programs take the skills and guiding principles taught through improvisational comedy and demonstrates how they transfer to the workplace. Her techniques help individuals and organizations foster innovation, build confidence, take initiative, improve communication skills, collaborate, take risks and enhance creativity.

In 2010, Claire was named one of the “Top 25 Women to Watch” in Dallas by the Dallas Business Journal.

Claire is a published author of “Circle Up”, “The Owners’ Guide”, and most recently, “Spirit Fed Entrepreneur”, which in two days reached the Amazon Best Sellers List. In the Fall of 2016, Claire will launch her Internet TV show “Coffee with Claire”. It will be aired live at 9 am CST on Friday mornings and be carried on demand on Hulu, Comcast, and Apple TV.

Claire is a certified as Laughter Yoga Leader and teaches classes for all age ranges.

First, meet Claire at BizEnergize Business Mixer.  Then, attend Power Lunch.  Learn something useful.  Finally, be energized!

About BizEnergize  |  The BizEnergize Power Team | Power Lunch

Jeryn Laengrich, Cariloop!

Jeryn Laengrich, Cariloop…  It’s about YOU!

Jeryn Laengrich, CariLoop - BizEnergize DallasJeryn Laengrich, CariLoop is our featured Presenter in October.  She will discuss your options for caring for your loved ones with peace of mind.

It’s about you because we all have those we care for.

First, On Stage, Live Interview at 2nd Tuesday Business Mixer with coach Brian Dobbs. Plan to be at Blue Martini Lounge, Shops at Legacy.  Happy hour prices. Tuesday, October 11th. 5:30 – 7:30 PM.

Next up, spend quality time, as Jeryn hosts our 3rd Thursday Power Lunch! Don’t Miss This Event! Cafe de France, Preston Rd. Thursday, October 20th, 11:30 – 1:00.

Her message affects us all, and our parents too!

Jeryn explores the latest and best ideas for caring for our elders.  Do not miss the October BizEnergize events.  You’ll love her message and presentation!

With a Master’s of Science in Speech Language Pathology from the University of North Texas and more than 20 years of experience in the industry, Jeryn Laengrich is very passionate about healthcare and making it better for everyone.  Jeryn has extensive clinical and management experience in acute care hospitals and skilled nursing facilities where she was responsible for developing, implementing and coordinating programs in the area of neurology.

Jeryn has been involved in fundraising for non-profit healthcare organizations and has served on numerous boards:  North Texas Chapter of the American Parkinson Disease Association, Oak Cliff Chamber of Commerce, Lake Highlands YMCA and currently serves on the Advisory Board for Speech Pathology at Harding University, Searcy, AR where she received her undergraduate degree.

Jeryn’s clinical background and management skills drove her passion to help families navigate and manage the complicated healthcare system for older adults.  She is currently the Chief Service Officer and Senior VP for Cariloop, which provides comprehensive services and tools that help families plan for and manage the care of aging loved ones, because no one should go through the process of caring for aging loved ones alone.

BizEnergize Featured Presenter, October 2016

First, for you, having Jeryn as our BizEnergize Featured Presenter makes her part of your sphere.  As a result, you’ll gain insight and wisdom when you face arranging care for your family members.  Next, care giving will not be so much a burden.  Finally, you get peace of mind!

Learn more about Cariloop.  Experience care giving with peace of mind.

About BizEnergize  |  The BizEnergize Power Team | Power Lunch!