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Mark Fonseca and Mike McCarthy of Pragmetrix

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Mark Fonseca

Mark Fonseca / Pragmetrix

Mark has over 20 years of experience in consultative sales, sales management and client relations. As a top producer at Lanier Business Products, he sold document management solutions to a range of businesses and was prolific at establishing long term relationships.

Mark consults one on one with the most successful CEO’s and Executives in Atlanta and has interviewed thousands of Executives and Business Professionals. He has experience in Sales, Sales Management and Sales Training Best Practice. Currently Mark is the owner of his own private men’s custom clothing and executive image consulting business. He has developed strong business relationships with heads of State, CEO’s, top-level executives and successful entrepreneurs, through one on one consulting and exceptional customer service.

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Mike McCarthy / Pragmetrix

Mike McCarthy has been passionate about delivering exceptional customer service since he started his career in the 1980’s with GE Technical Services Company. Eleven years on the front lines of mission critical, capital intensive projects at client sites instilled in him a core belief that every business decision must first and last be looked at through the customer’s eyes. Mike has since held senior leadership roles in GE and Siemens Corporation and is a veteran of business and operational excellence methodologies such as Voice of the Customer, Six Sigma and the Net Promoter System®.

As an entrepreneur and small business owner, in 2004 Mike launched Pirtek Fluid Transfer Solutions in Atlanta. Today it’s the market leader in its industry in Georgia. In 2011 Mike co-founded Pragmetrix to help small and medium size “B to B” businesses become the Loyalty Leaders in their industries, thus fueling their compound annual growth rate to more than twice that of the competitors. Mike holds an honors degree in Electrical Engineering from the National University of Ireland and an MBA in Strategic Marketing from Trinity College Dublin.

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Henry Rischitelli of Next Marketing and Hugh Massie of DNA Behavior International

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HenryRischetelli

Henry Rischitelli / Next Marketing

Henry Rischitelli is the President and CEO of Next Marketing, which he founded in 1993 with a vision to provide specialized marketing services to the rapidly increasing motorsports industry.  His agency quickly grew to become a full-service experiential and live event marketing agency, and today Next Marketing works with category leaders such as US Air Force, Anheuser Busch, CDW, General Motors, Continental Tire, Polaris, Jabra, Hewlett-Packard, Principal Financial, , Community Coffee, among other Fortune 1000 companies. Rischitelli and his team of 30+ employees have provided award-winning live and experiential marketing experiences to millions of consumers.

Next Marketing is committed to excellence in B2B, B2E and B2C marketing across a variety of live and digital media platforms. The company provides measurable, goal-achieving results through innovative, exciting and interactive customer experiences, including multi-sensory exhibits that drive clients’ business growth, build customer relationships and promote consumer brand awareness.  Next’s reputation for working collaboratively, efficiently and creatively has made the company an industry leader for over two decades.  Next Marketing is consistently ranked as one of the top 100 sports, promotional and event marketing agencies in the US.  As President and CEO, Rischitelli is involved with all facets of the agency’s business operations while focusing on building long-term partnerships with agency clients

Prior to founding Next Marketing, Mr. Rischitelli began his marketing career with the International Management Group (IMG), the world’s largest sports, events and lifestyle marketing firm.  Rischitelli created a broad range of motorsports and entertainment initiatives, and developed new business models that redefined traditional sponsorships and marketing platforms.

Rischitelli’s energy and passion for business is evident in his community support, including the Atlanta chapter of the Entrepreneur’s Organization (EO), a global, non-profit association of business owners, where he serves on the chapter Board and is the incoming chapter president.  Rischitelli also served as a Board member of “EO NERVE”, bringing over 400 entrepreneurs to Atlanta for a two-day thought leadership symposium and exchange.  Mr. Rischitelli is also six-time honoree of the prestigious Inc. 5000 and has served as a panelist for Inc. Magazine and Event Marketer.  He has also been recognized by Catalyst Magazine as one of Atlanta’s Top 10 Entrepreneurs.

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Hugh Massie / DNA Behavior International

Hugh Massie is the President and Founder of DNA Behavior International, and the current President of EO Atlanta. He is a Behavioral Finance Strategist, successful entrepreneur and leader with 30 years of unique and diverse international experiences. Hugh adopts the philosophy that “smart behavior leads to the right choices”.

Since 2001, Hugh  has been providing financial services businesses worldwide with a single “Fintech” platform which delivers practical and scalable behavioral intelligence solutions to “Know, Engage and Grow” every employee and client online for the building of a client-centered business. In particular, Hugh focuses his attention in the areas of

  • client engagement
  • behavioral finance
  • team productivity

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Marc Lewyn and Brian Frey of GV Financial Advisors

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MarcLewyn

Marc Lewyn / GV Financial Advisors

With over 20 years of experience, Marc is a partner, senior financial advisor, and CEO of Strategic Liquidity Services (“SLS”) at GV. SLS provides a methodology designed to help business owners navigate the complex options available for generating liquidity from their businesses.

“Most business owners think there’s one way to generate liquidity from their business — to sell it,” Marc explains. “However, that’s one of many options, and in our experience, it’s often not the best one. We help people navigate complex variables so they can choose a path that best fits with their personal and professional goals.”

Lewyn graduated cum laude from the University of Virginia and received his law degree from the University of Georgia School of Law. Prior to joining GV Financial, Marc served as a corporate attorney for a variety of business clients. Marc also had the privilege of working on the staff of a U.S. Senator, a job he credits for giving him the willingness to tackle a variety of complex problems in service to others.

A leader in the community, Marc enjoys sharing his time and expertise with a number of Atlanta-based charities and organizations. Marc is the immediate past Chair of the Endowment Fund of the Jewish Federation of Greater Atlanta and has served on the Executive Committee and the Board of that organization for many years.  He served on the Endowment Board of the Westminster Schools, the Boards of the Greenfield Hebrew Academy, and  the Endowment Committee of the Community Foundation of Greater Atlanta, the Atlanta Scholars Kollel and Temima High School. 

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Brian Frey / GV Financial Advisors

Atlanta native Brian Frey is a Financial Advisor who discovered his calling during his first financial planning class in college. “I started off wanting to understand my finances,” he explains, “and then ended up finding a passion for entire process.” He went on to earn a BBA in Personal Financial Planning from Georgia Southern University and an MBA in Finance from Georgia State University.

Brian enjoys building models and spreadsheets, problem-solving, and researching financial strategies. His expertise in financial planning was instrumental in transitioning GV Financial Advisors to the eMoney financial planning platform.

If the weather is nice, Brian, his wife Blaire, and their 2-year-old daughter Harper are rarely at home on the weekend … you’ll find them somewhere enjoying the outdoors. It may be a day hike, kayaking down the Chattahoochee River, or backpacking and camping in the North Georgia Mountains.

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Keith Finger of Ignite Revenue

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Keith Finger

Keith Finger / Ignite Revenue

Keith Finger increases revenue for companies whose marketing and sales aren’t meeting expectations. He unsticks what’s stuck and gets them back on the road to revenue growth.

You Need Keith When:

• Revenue is down or flat and you’re not sure what to do.
• You’re an established business whose offerings have become commoditized over time.
• You want to sell your business in a few years but need to grow revenue to get your exit price.
• You need better coordination between sales and marketing efforts.
• You’ve tried to get more leads but nothing seems to work.
• You’ve done some things to grow revenue but don’t really have a plan.

Finger increases revenue by delivering strategies and programs that increase sales, expand market exposure and channels and enhance profitability.

He practices and teaches the Agile Marketing process and consults with companies on implementing Agile. Keith is also a Certified Scrum Master (CSM).

Keith’s Specialties are:

-B2B revenue growth
-Growth strategy & execution
-Marketing plan development
-Market segmentation
-Demand generation and lead nurturing
-Marketing automation & CRM
-ROI analysis
-International marketing
-Branding and messaging

Specialties: Working with business-to-business companies, especially those in technology, manufacturing and services.

Keith has extensive international marketing experience, having done business in more than 20 countries in Europe and Asia.

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Rhys Wilson of Nelson Mullins and Andy Mason of Peloton Capital Partners

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RhysWilson

Rhys Wilson / Nelson Mullins

Rhys Wilson is a partner in the law firm of Nelson, Mullins, Riley & Scarborough LLP, which is one of the country’s largest law firms, with over 500 lawyers in 15 offices from Florida to Boston. Rhys is Co-Leader of the Nelson Mullins Mergers & Acquisitions Group and his peers have designated him as a Super Lawyer® in Mergers and Acquisitions in Georgia and as one of the Best Lawyers in America®. The focus of his practice is on helping entrepreneurs sell their businesses.

In addition to practicing law, Rhys is active in the community.  He is the Board Treasurer and a member of the Board of Directors of The Atlanta Opera, he is on the Advisory Board of CURE Childhood Cancer and is a Distinguished Clown for Children’s Healthcare of Atlanta. Rhys has been a CE member of Vistage International since 1996.

For more information about Rhys and his M&A experience, please see:

Website  Website   Website   LinkedIn   Twitter   Facebook

Andy Mason / Peloton Capital Partners, LLC

Andy is the Founder and Managing Partner of Peloton Capital Partners, LLC which provides strategic advisory, M&A and capital raising advisory services to middle market companies. Andy is also a Managing Partner and Co-founder of Palmares Capital Partners, LLC, an investment firm providing investment capital to lower middle market companies.

Prior to founding Peloton Capital Partners and Palmares Capital Partners Andy was a Managing Director and a co-founder of VRA Partners, an investment banking firm focused on providing M&A and capital raising advisory services to middle market companies and private equity firms. Prior to founding VRA Partners, Andy was a Managing Director, Co-Head of the Private Markets Group and a senior member of the Mergers & Acquisitions Group of The Robinson-Humphrey Company and its successor, SunTrust Robinson Humphrey. Andy’s responsibilities included the management of merger & acquisition and private placement assignments as well as managing the firm’s activities with all sources of private capital. Andy was also a member of the Investment Committee of SunTrust Equity Partners, the private equity vehicle for SunTrust Bank. Prior to SunTrust Robinson Humphrey, Andy worked in the private equity industry as a professional with River Capital, Inc. and Trivest, Inc. (private equity firms focused on the acquisition of middle market companies) where he was responsible for sourcing, structuring, closing and managing control equity investments. Andy began his career in corporate finance with GE Capital, Corporate Finance Group, where he was engaged in financing, and investing in, leveraged transactions.

Andy received a B.S. degree in Accounting from Auburn University and an MBA from Emory University.

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CEO Exclusive Broadcast LIVE from the Vistage Executive Summit Boston 2015

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CEOOn November 4, 2015, host Soyini Coke broadcast live from The Westin Waltham in Boston, MA at the Vistage Executive Summit 2015, an all-day event that explores stage might, staying relevant and trends in culture and technology.

“Leading with 2020 vision” was the theme of this year’s Vistage Executive Summit. Driving change, communicating like a rock star, and staying relevant were on the agenda for this dynamic day of presentations and breakout sessions.

Check out these great interviews…

To Play Or Pause: Press The White Button

To Download: Right Click On DOWNLOAD HERE, And Choose “Save As”

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Phil Fine

Vistage

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Nick Capman

The FDA Group

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Jessica Bettencourt

Klem’s Online

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Dave Caruso

CCG Wealth

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Paresh Shah

MindLeaf

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Darrin Lang

LABUR

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Pam Sherman

The Advantage Group

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Michael Tomasi

AccuRounds

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Chris Twyman and Joe Brooks

Zapoint

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Joe Young

GDS Connect

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Jason Kroll

KBW Financial

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Dave Nelsen

Dialog Consulting

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Will Novy-Hildesley

Quicksilver Foundry

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James Pascale

Pascale Service

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Bob Allard

ExtensionEngine

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Phil Thomas

Vistage

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Susan Leger Ferraro

Imajine That

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Kevin Gosnell

T&K Asphalt Services

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David Barbato

Talent Retriever

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Jim Farrell and Nicole Joy Hales

PR First

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Joshua Hebert and Anthony Tivan

Magellan Jets

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Laurie Halloran

Halloran Consulting Group

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Micah Adler

Fiksu

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Marcus Wilson

Bold & Co.

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Vince Conley and Katy Piszczek

BBS, Inc.

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Jim Rouse

Vistage

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Soyini Coke of Annona Enterprises with Keith McNulty & Laura Finney

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SoyiniCoke

Soyini Coke / Annona Enterprises

Soyini Coke is Managing Principal at Annona Enterprises, a strategic advisory firm that works with business under $100M in annual revenues. The company’s experience and exclusive framework helps its clients plan for success. Annona’s project management skills ensure that its clients assemble the funds, business processes and people to run their businesses more profitably.

She served on the founding board of two non-profit organizations in Atlanta. As the Sponsorship Chairperson for the South African American Chamber of Commerce, Soyini was responsible for creating the organization’s database of potential sponsors, developing the Chamber’s sponsorship packages, and securing companies to support the organization’s ongoing operations. As President of Team Ivy’s Networking Breakfast, Soyini assumed leadership of an informal group designed to foster meaningful relationships in the Ivy League business community. Under her stewardship, the breakfast more than tripled its attendance, secured marquis speakers for its programs, and has established a board to ensure proper oversight and continued growth.

Prior to founding Annona Enterprises, in 2004, Soyini served as an interim executive for start-up companies—structuring financing transactions, establishing a pipeline of potential investors, conducting presentations to raise capital, creating business plan and investor documents, creating the companies’ organizational structures, and designing business processes for management of company operations and revenue generation. She served as Business Manager for Atlanta-based FIERCE Magazine, an edgy, multi-cultural publication for women. Soyini was also the founder of Twenty Houses, Inc., a real estate investing company that wholesales property to other investors and controls a portfolio of residential real estate.

She began her career as a business analyst at McKinsey after graduating cum laude from Harvard University in 1998 with a Bachelor of Arts in Applied Mathematics and Economics. Her personal interests include travel, salsa, and the spiritual quest for enlightenment.

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Keith McNulty / The Intersect Group / Woodard Consulting

Keith McNulty is an accomplished senior executive and management consultant with a distinguished history of achievement over 20 years in strategy, consulting, corporate development, finance, information technology, marketing and operations. Recognized as an innovative business leader for integrity, learning, continuous improvement and the ability through people, process and technology to lead high performance teams on initiatives that maximize shareholder value and customer satisfaction.  He currently serves as a Management Consultant with The Intersect Group, on a client engagement as Interim Chief Operating Officer at Woodard Consulting.

Keith led turnaround strategy and process improvement at two private equity owned portfolio company turnarounds as a senior strategy and process executive.  From 2012 to 2014, Keith worked for TriPlus Services, Inc., owned by Oak Hill Capital Partners and Haverford Capital.  From 2009 – 2011, he worked for Generation Mortgage Company, owned by Guggenheim Partners.  Both companies were unprofitable for several years before he started and achieved profitability during his tenure.

His earlier experience includes work at two large, global public companies that experienced a chapter 11 restructuring, Nortel Networks and Mirant (now part of NRG).  He also worked for Atlanticus Holdings, SunTrust Robinson-Humphrey and PricewaterhouseCoopers.  Before earning an MBA, he worked in the Bureau of Legislative Affairs at the U.S Department of State in Washington, DC.

Keith has an MBA from Georgetown University and a B.A. from UCLA in Political Science with a Specialization in Business Administration.  He is based in Marietta, Georgia.

About The Intersect Group – The Intersect Group is a different and better business partner. We create unparalleled value for our clients by combining industry-leading Consulting capabilities with comprehensive Staffing and recruitment services. Clients trust us to deliver results based on our deep expertise and proven resources within finance, accounting, and information technology.  http://theintersectgroup.com/index.php

About Woodard Consulting – As part of a larger purpose to empower small business advisors, Woodard fosters networking relationships among small business advisors, conducts the highest quality learning experiences for small business advisors, and builds relevant, powerful resources for small business advisors.  http://www.woodardconsulting.com http://www.woodardevents.com

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Laura Finney / Laura Finney Enterprises

Laura Finney is the CEO of Laura Finney Enterprises, a training company focused on Support Staff Professionals, Intra-preneurs and Entrepreneurs.

With over 30 years of administrative experience and 14 years as an entrepreneur, Laura has and continues to assist Fortune 500 companies, entrepreneurs non-profit and state agencies by creating effective processes and increasing company productivity levels.

She is the author of Project Management Solutions and Tools and the creator of the C-Suite Admin™ Program. She has also hosted a 12-month webinar series titled, “Admins on the Grow”.

Continuing to make an impact on businesses globally, Laura is committed to ensuring that the services she delivers will bring about increased productivity, profits, and morale. She also serves on the panel for “Mock Interviews” at Georgia Institute of Technology and Emory University in Atlanta, Georgia.

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Michael Blake of Arpeggio Advisors

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Michael Blake

Michael Blake / Arpeggio Advisors

Mike Blake is the founder of Arpeggio Advisors, a boutique business appraisal and corporate strategy advisory firm in Atlanta. Mike’s background has included work in venture capital, investment banking, and public accounting.

For the first eight years of his career, Mike worked in venture capital and investment banking in the U.S. and abroad. In 2004, Mike entered the business appraisal profession full-time, working most recently for Habif, Arogeti & Wynne, LLP (the largest independent public accounting firm headquartered in Atlanta). Mike led HA&W’s effort to become the first appraisal practice in Georgia to earn the International Society of Business Analysts’ Gold Seal of Trust, the only peer review recognition for observing best practices in the business appraisal profession in the United States.

Mike has particular expertise in the appraisal of firms in the fields of professional services, information technology, aerospace, and alternative energy. In addition, he has developed specific expertise in the appraisal of intellectual property and intangible assets.

Mike is an active educator. He is a Special Instructor of Business Valuation in the Georgia Tech/Emory University TI:GER (Technology Innovation:  Generating Economic Results) program. In addition, he is regularly invited to provide instruction on entrepreneurship, corporate finance, and business valuation to graduate level classes at the Georgia Institute of Technology, Emory University, Kennesaw State University, the University of South Carolina, Georgia State University, and the University of Georgia. Furthermore, he regularly provides continuing professional education for his peers in the business valuation profession.

Mike earned a Bachelor’s degree in Economics and French (Cum Laude) from Franklin & Marshall College, from which he graduated Phi Beta Kappa. In addition, he holds a Master of Business Administration degree from Georgetown University.  Mike is also a member of the Leadership Atlanta Class of 2014.

Mike’s additional professional and community-service passions include supporting entrepreneurship through education and nonprofit board involvement, raising awareness of and funding to combat Lou Gehrig’s Disease, promoting alternative energy development through market forces, advocating for de-stigmatizing mental illness and disorders, and expanding the inclusiveness of the Atlanta high technology community.

Mike speaks Russian, French, and Ukrainian, lives near Atlanta with his wife and two sons, and plays keyboards and vocals for Kickin’ Off the Coverz, a working classic rock cover band.

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Joshua Jones and Josh Cirulnick of StrategyWise

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StrategyWise

Joshua Jones / StrategyWise

Joshua Jones is a data science and business strategy consultant with advisory experience in 40 countries and 4 languages. Joshua focuses on helping multi-national firms utilize data analytics to improve profitability, market share, and customer satisfaction.

In addition to providing leadership as a Founding Partner at StrategyWise, Joshua serves as a Gubernatorial Appointee on the Alabama Trails Commission, a Technology Committee member of the 2021 World Games, and on the boards of Globe International and Clean Water For The Children. He has been quoted by Forbes, CIO.com, Entrepreneur Magazine, MainStreet.com, and The Birmingham Business Journal.

Joshua received his Master of Business Administration at Emory University’s Goizueta Business School and his Bachelor of Science in Business Administration from the University of Alabama.

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Josh Cirulnick / StrategyWise

Josh Cirulnick leads StrategyWise’s strategic advisory projects, which include intellectual property acquisition negotiations, enterprise due diligence and product viability.

Before joining StrategyWise, Josh served as the Director of Operations for the Alabama Association of Nonprofits. There, he served as a Standards for Excellence® Institute licensed consultant for Alabama, as well as an accreditation peer reviewer for the southeast and national task force member.

From Atlanta, Georgia, Josh graduated magna cum laude with a Bachelors of Arts in Psychology and a Master of Science in Public Administration, both from the University of Alabama in Tuscaloosa. He is a certified Project Management Professional (PMP) through the Project Management Institute (PMI).

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Stone Payton and Lee Kantor of Business RadioX

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BusinessRadioX

Stone Payton / Business RadioX

For over 25 years, Stone Payton has been helping organizations and the people who lead them drive their business strategies more effectively.

Stone literally wrote the book on SPEED ® – Never Fry Bacon In The Nude: And Other Lessons From The Quick & The Dead (2nd Printing Book Logix, 2012), and has dedicated his entire career to helping others produce Better Results in Less Time.

As managing partner for Business Radio X ® and co-host for the network’s most popular shows, Stone is constantly learning from innovative, passionate, driven people who have chosen to live into their dreams, and serve others who wish to do the same.

His career began with the change management consulting firm, Conner Partners (formerly ODR), and has included sales, marketing, design, and delivery roles for some of the most respected training and consulting firms on the planet.

Stone is a popular radio personality, published author, accomplished speaker, and trusted advisor to business owners, sales leaders and senior executives.

Stone, his wife Holly and daughters Katie and Kelly, make their home in suburban Atlanta. His leisure interests include boating, hiking, and travel. Stone’s Personal Mission: Helping businesses Get The Word Out about the great work they’re doing to serve their market, their community, and their profession.

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Lee Kantor / Business RadioX

Lee founded Business RadioX out of frustration with traditional media’s cronyism, onerous gatekeepers and anti-business bias. Business RadioX is a disruptive media platform that helps companies of all sizes get the word out. Now the dominant business radio network in the Atlanta area, Lee has put Business RadioX on an aggressive national and international growth path.

Most recently, Lee helped Business RadioX successfully launch its Radio In My Booth product – giving companies an innovative way to drive tradeshow booth traffic and authentically engage with prospects to boost lead generation.

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