Spotlight Interview: Dave Mattson

Dave Mattson - Sandler Systems, Inc

Dave talks about innovation, learning from customers, and success in sales.

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Spotlight Interview: David Allen

David Allen - Getting Things Done

David talks about GTD and how it can help you, your business, and your success.

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Spotlight Interview: Gordon Logan

Gordon Logan - Sport Clips

Gordon talks about Sport Clips and the success of the franchise model he built.

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Mark Donnolo
Mark Donnolo
Managing Partner

Mark Donnolo is managing partner of SalesGlobe and author of “The Innovative Sale” and “What Your CEO Needs to Know About Sales Compensation.”

SalesGlobe is a sales effectiveness consulting and services firm that focuses on Sales Innovation – in the form of sales strategy design, and sales training, development, and coaching — and Sales Motivation, in the form of sales compensation design.

Mark graduated from the University of the Arts and worked as a designer in New York for several years before earning his MBA at UNC Chapel Hill and spending the next 25 years helping Fortune 500 sales organizations. He brings the best of right brain and left brain thinking to sales, increasing effective team skills and results. Can you tell us a bit about the concept behind Sales Transformation and if you believe that all business could benefit from making changes to their current sales approach?

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Michael Talve
Michael Talve
The Expert Institute
Founder & Managing Director

The Expert Institute was launched in 2010 to disrupt the expert referral market. The company provides subject matter experts to legal and financial firms for various projects that include litigation, due diligence, and investment research matters. The Expert Institute custom recruits specialists who are leaders and authorities in their field, rather than providing experts from a Rolodex.

The Expert Institute has provided services to more than 3,000 firms throughout the U.S. and also has clients in Canada and the UK.

They were voted one of the “Best Expert Referral Services” of 2013 by the New York Law Journal What inspired you to launch The Expert Institute?

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David Mattson
Sandler Systems, Inc.
CEO & Partner

David Mattson is CEO and a partner at Sandler Systems, Inc., an international training and consulting organization headquartered in the United States. In 1986, Mattson met the founder of Sandler Training, David H. Sandler, and fell in love with his philosophy, methods and materials. In 1988, he went to work for Mr. Sandler, and was eventually chosen to lead the company. Mattson continues to be a trainer and business consultant for management, sales, interpersonal communication, corporate team building and strategic planning worldwide.

Sandler Training is a global training organization with over three decades of experience and proven results. Sandler provides sales and management training and consulting services for small- to medium-sized businesses (SMBs) as well as corporate training for Fortune 1000 companies. Their proven methodologies and specialized tools equip their trainees with the skills necessary to improve both their business and bottom line. Can you share an example of how your love of new and exciting ideas influences how you lead your team and company in general?

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Beth VanStory
Beth VanStory
Principal Consultant

Beth VanStory is an online business pioneer. Since running New Media for The Weather Channel and leading to profitability in its first year, she has built, managed and advised teams and organizations on leveraging the online channel. Beth has spoken at numerous conferences, testified before the Joint Economic Committee of Congress, and taught marketing at both the undergraduate and graduate level.

Her firm, Thinkout, provides strategic and marketing consulting and executive coaching to companies ranging from startups to Fortune 500. Beth and her team help clients strategically leverage technology and the benefits of the Internet to improve customer experience, drive business efficiencies and maximize cross-channel opportunities. Sample clients include Verizon, The Wine Enthusiast, and numerous smaller companies. What are some ways that you help your clients identify market opportunities that they may have overlooked?

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P.D. Walker
P.D. Walker
P. D. Walker, J.D., M.B.A.
President & CEO

Raised in North Carolina by his grandparents, Patrick is a first generation college graduate, professor, lawyer, and southern gentleman with 18+ years of demonstrated expertise in educational and organizational leadership, corporate diversity and inclusion, corporate governance, business planning, compliance, management, and assessment. He is experienced with helping organizations achieve the fundamental business ingredients of success as they navigate through critical management and legal decision-making processes.

Patrick conducts management seminars for local and national nonprofit organizations, small businesses, and Fortune 500 companies. His teaching experience includes courses in management, law, strategy, leadership, ethics, and small business consulting. Published in management journals, law journals, and conference proceedings, Patrick’s research explores interdisciplinary approaches to small business and nonprofit “matchmaking” and social entrepreneurship. Where does your passion for entrepreneurship come from?

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Stephe McCormick
Stephané Rebeck McCormick
Backyard Lifeguards, LLC

Stephané Rebeck McCormick has been a lifeguard since 1985. A native of New Jersey, worked a swim instructor with the YWCA of Princeton and as an oceanfront lifeguard with the Harvey Cedars Beach Patrol on Long Beach Island. As Aquatic Program Manager for Clayton Parks & Recreation, she set regional enrollment records and earned her department the prestigious Best in Aquatics award from Aquatics International. She is a 2007 American Red Cross Community Lifesaver and a 2012 graduate of the United States Lifesaving Association Surf Rescue Training Officer Academy.

Backyard Lifeguards is a portable professional water safety service, providing contract aquatic supervision and rescue services to private locations and special events. The company also offers customized evaluations of event locations and on-site safety training. What are some of the most over looked issues when it comes to swim safety?

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Farbod Shoraka
Farbod Shoraka
CEO & Co-Founder

Farbod Shoraka drives BloomNation’s vision, strategy and growth. Rebuilding the concept of sending flowers online from the ground up, Farbod aims to disrupt the industry with ideas that change the ways flowers are sent online. An economics graduate from University of California, Berkeley, Farbod has always had a passion for understanding models and creating solutions for the greater good. Prior to BloomNation, Farbod was an analyst in Mergers & Acquisitions and corporate strategy. Farbod’s favorite flower is the Casablanca Lily.

BloomNation was founded by 3 friends who were tired of finding the same uninspiring flowers across the internet, BloomNation allows local artisan florists to list their own designs for sale in an online marketplace, so consumers can discover and send unique handcrafted arrangements available from nearby florists. Whether you are looking for a traditional dozen red roses or a one-of-a-kind design, BloomNation lets you discover and send your perfect gift, at any price point, in more than 3,000 cities across the country. How is BloomNation disrupting the traditional floral industry?

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Matt Thompson
Matt Thompson

Launched in 2002, ShiftNote was formed to replace traditional paper log books used in the hospitality industry with a digital format. The adventure started in Kansas City, MO, and they have since grown to have satellite offices in both Detroit, MI and Seattle, WA.

ShiftNote provides Web-based employee scheduling software and a suite of shift management communication tools that can be used for all industries. It replaces messy paper & files with an easy-to-use online system that will help you better manage your workforce. How did you come up with the concept behind ShiftNote?

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Pranit Banthia
Hi-Tech Outsourcing Services
Founder & CEO

Pranit Banthia is the Founder and Chief Executive Officer of the Hi-Tech group of companies. Mr. Banthia founded Hi-Tech in 2001. From a small firm, he developed and diversified the business to 800 employees with offices in California, Ahmedabad and Cochin. Hi-Tech now provides a wide range of outsourcing services in Engineering, Software and Business Processes to clients in 50 countries across the world.

Hi-Tech has been awarded the second runner-up position in Indian Exporters’ Excellence Awards. The company has also been featured for the second time, consecutively, under the category “Top BPO companies in India” in D & B Publications. CRISIL- a Standard and Poor’s company has awarded Hi-Tech the highest grading for operational excellence.
Pranit Banthia has also served as Vice President of Gujarat Electronics & Software Industries Association (GESIA).

Corporate Social Responsibility is a passion with Pranit. For him, CSR has always been a natural progression of his business interests. In fact when Pranit launched his business venture in the 1990s, it was more as a launch pad to propel his CSR initiatives. The Hi-Tech Foundation works in the health and education sector. Pranit is also passionate about the environment, more specifically about green technologies. His state of the art greenhouse which he personally nurtures with great care exemplifies this interest. A health enthusiast, Pranit plays tennis and tries to promote a healthy lifestyle and diet through his social interactions and blogs.

Pranit Banthia holds a bachelor’s degree in Computer Engineering from Gujarat University, India. What advice would you give to a company who is contemplating outsourcing their IT?

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Pete Walsh
Pete Walsh
Peak Workout Business Coaching

Pete Walsh is a Master Certified Coach who is passionate about helping people succeed in business and life. Having spent 16 years in his 90 year old family business Coach Pete knows firsthand the challenges most family businesses face. He has developed a series of practical and proven exercises families can use to strengthen their family business and their family.
Coach Pete’s mission is to end family business suffering one family at a time. Since 1999, he and his team have been providing Executive and Leadership Coaching to some of the most successful businesses in America. In 2014 they have launched a new FREE online resource to help family businesses get access to proven exercises, videos and practices that will help them work better together in their business. The site also gives families access to experienced family business coaches as well as other families to ask questions and seek advice What are some of the unique challenges and advantages that face family businesses?

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Jason Grill
JGrill Media

Jason Grill is the principal and founder of JGrill Media, LLC, where he focuses and consults on media relations, public relations and strategies, communications, digital media, marketing strategies and branding, thought leadership, public/civic affairs and government relations. He also works as a local, state and national contributor, commentator and analyst. He has worked with businesses from small to large, major foundations, accelerators, associations, startups and entrepreneurs.

Jason writes for the Huffington Post, Yahoo! and the He has written for Politico and KC Business Magazine. He is a TV political analyst for WDAF Fox 4, a regular contributor to Wall Street Journal Radio, and host and producer of the Entrepreneur KC Radio Show on KMBZ (Entercom).

Jason is a former two-term member of the Missouri House of Representatives, and has worked in The White House and at CNN. Jason is the Co-Founder of Sock 101, which produces colorful high quality and professional socks and sells them for an affordable price. Sock 101 has a unique Sock of the Month Club and does custom logo and branded socks as well for organizations, events and corporations. Can you expand on how JGrill Media is not only focused on strategic consulting across various industries but how it also encompasses your very own personal media work with radio, TV and writing?

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