May 23, 2015
Kings of the Craft Documentary Director Ben Moxley
Ben Moxley joins the show to talk about the craft beer industry. He is the the director of a new local San Diego KPBS series that made its debut on May 21st entitled, Kings of the Craft. The six-part series features stories from established craft beer makers in ...
Read more May 16, 2015
The guest was Howard D. Finkelstein, a partner in Finkelstein & Krinsk, LLP which specializes in investor, consumer and employee class actions law suits. Mr. Finkelstein talks about the Allianz class action suit. The suit alleges the Allianz lured 230,000 seniors into buying poorly performing deferred annuities with harsh surrender policies and is in the ...
Read more May 9, 2015
The second of a 2-part series on the “CPA Firm of the Future” featuring guests Richard Francis and Jody L. Padar.
Richard Francis
Richard Francis heads up Spotlight Reporting, a software company that offers advanced reporting and dashboard reporting tools and multi-entity analysis to accountants and organizations globally. Their cloud-based tools can integrate data from a variety ...
Read more April 30, 2015
Ronald J. Baker and Daniel D. Morris are founders of the Verasage Institute, a leading think tank dedicated to promulgating and teaching value-based pricing, economics, and human capital development to professionals and businesses around the world. Ronald J. Baker, a founder of the VeraSage Institute, began his CPA career KPMG’s Private business Advisory Services. A ...
Read more April 24, 2015
Richard and Joe welcome Malcolm Avner and Andrew Hewitt.
Malcolm Avner
Mr. Avner is a business leader and life coach. He has built his more than 25 year professional coaching career on three core principles:
1. Isolation breeds under performance. We do better when we allow ourselves to be supported by others
2. Judgment of inadequacy is the predominant ...
Read more April 18, 2015
James Rosebush was a Reagan White House official and is a widely recognized leader in building and managing corporate wealth and philanthropic organizations. For over twenty years he has been CEO of an international consulting firm, GrowthStrategy, Inc., advising on management strategies, finance, marketing, and communications, throughout the world. He pioneered a holistic approach to ...
Read more April 17, 2015
Richard Muscio was the guest on Financial Fridays on AM 1170 the Answer with host Jason Labrum. Listen to the commercial free podcast:
Read more April 11, 2015
Richard and Joe interviewed Sean Spear, Business Manager of the Southern California for Bisnow. Bisnow is commercial real estate site that was launched in Washington DC in 2007 and now has more than 32 offices across the nation. Sean has recently opened a San Diego office to promote the events that his company hosts. These ...
Read more April 3, 2015
Richard and Joe welcomed back sponsor and friend, Carl Sheeler of Berkeley Research Group, LLC. Dr. Sheeler recently published a book, Equity Valuation: A Tool to Enhance Value and Mitigate Risk. The book focuses on how to apply valuation techniques and leverage human capital and operational effectiveness.
Dr. Sheeler is retained by companies as a “Strategic ...
Read more March 28, 2015
Richard and Joe sat down and talked to local activist, Aaron Byzak, who is the founder of Hazel’s Army. Mr. Byzak and his advocacy group have spearheaded reform in the laws and health codes governing assisted living communities and state-run retirement facilities. Along the way, they have discovered the benefits of bridging the gap between ...
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