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Curated Collection Of The Best Interviews From Our Sandy Springs Studio

KSU Shrimp Tank with Jim McCarter from DocuTeam


Jim McCarter / DocuTeam

Jim is a 32 year veteran of the industry. Before the creation of Docuteam in 1997, Jim was the president of two different Atlanta branch offices of major conglomerates in the office machine industry. These were big, successful operations with a huge turnover, lots of employees and, of course, lots of customers. But in the “Bigness” of it all, there seemed to be something missing… at least from Jim’s Perspective.

It is after having worked in this capacity for over 15 years that he came to realize – together with his partner, Ed Greco, who had worked as his Vice President of Sales through all this time – just how important independence is in keeping all of one’s customers happy and productive. This is something that was nearly impossible to do in the context of a large corporate structure. Docuteam was born from this desire for independence together with the entrepreneurial spirit that says… “We can get this right!”

Craig Apatov with Ascension and Donna Peeples with Pypestream


Craig Apatov / Ascension Growth & Innovation Strategies
Managing Partner

As founder of Ascension and leader of the firm’s strategic marketing and consultative sales practice Craig plays a hands-on role on many of Ascension’s major client engagements. His firm Ascension boasts 27 consultants and helps companies drive revenue growth, market share improvement, new product impact, and profitable geographic expansion. A three time Chief Marketing Officer Apatov possesses 20+ years of accomplishment in a variety of strategic marketing, general management, and consultative business development roles for multiple Fortune 100 companies. At Ascension he is often responsible for the development and implementation of game changing strategies for the firm’s clients around the world which range across industries including healthcare, financial services, industrial manufacturing + distribution, media entertainment, and retail. Craig’s professional experience includes executive roles with multi-national companies including Con Agra Foods, Citibank, GM, Mattel Toys, Time Warner, and The Walt Disney Company where he helped develop and grow some of the world’s largest and most iconic brands. In total Apatov has developed and managed strategic alliances valued at over $350 million. Apatov led major digital initiatives for Citibank in the e-commerce area, the development of, and the creation/growth of one of the nation’s largest and most successful pure play online banks — The GMAC Bank (later renamed the Ally Bank).



Donna Peeples / Pypestream
Chief Customer Officer

Donna Peeples is chief customer officer at Pypestream, which enables companies to deliver exceptional customer service using real-time mobile chatbot technology. She was previously chief customer experience officer at AIG.
She is an accomplished senior executive with extensive P&L responsibility and verifiable results in a variety of industries and global markets. Peeples is a versatile strategist who combines her keen market sense and strong orientation in top-line growth and negotiations with her experience, entrepreneurial spirit and business acumen to transform innovative ideas into profits. A master communicator, Peeples works to define business objectives and articulate the corporate vision in a way that inspires imagination and compels action throughout the organization. Whether managing cost, influencing the top line or creating vibrant and productive partnerships, her focus is on blending business strategy with creativity – touching the heart and moving the mind. The result is: true paradigm shifts, sustainable change and the achievement of overall business objectives.
What sets Peeples apart is that she has charted her path by rising through a variety of leadership, operational and revenue-generating roles in highly regulated and uniquely challenging industries. Time and again, in financial services, energy as well as original equipment manufacturing, she has introduced category-changing thinking while guiding purposeful and adaptable practices with positive results.


Twitter(PypeStream)      Twitter(Donna)     LinkedIn






Special Edition: Georgia Society of CPA’s



Lynne T. Riley / Georgia Department Of Revenue
State Revenue Commissioner

Lynne Riley was appointed by Governor Nathan Deal to serve as the State Revenue Commissioner in January, 2015. Lynne comes to the Department of Revenue most recently from the Georgia General Assembly, where she served four years in office as the House District 50 (Johns Creek) Representative. She served as one of Governor Deal’s floor leaders in 2014, and as a member of the Ways and Means, Natural Resources and Environment, Retirement and the Metropolitan Atlanta Rapid Transit Oversight committees.lynneriley

Commissioner Riley previously served as the Fulton County Commissioner for District 3 from July 2004 to December 2010. Riley served on the Fulton County Employees Retirement Board and the Fulton County Defined Contribution Retirement Plan Committee. She was a Board Member of the Atlanta/Fulton County Water Resources Commission, and the Chair of the Fulton County Building Authority. In 2008, she was appointed by Governor Perdue to the Georgia Public Defender Supervisory Council for the Atlanta Judicial Circuit. Lynne worked with the North Fulton Legislative Delegation in the creation of the new cities of Sandy Springs, Johns Creek and Milton.

Commissioner Riley has long been involved with an extensive group of community and civic organizations. Riley is a member of the Class of 2005 of the Atlanta Regional Commission’s Regional Leadership Institute and an alumnus of the Coverdell Leadership Institute.  Riley is a Board member of the Johns Creek Economic Development Corporation, and is currently participating in the “Johns Creek Advantage” economic development initiative. Riley also serves on the Board of the Great Promise Partnership in Georgia.

Lynne Riley is a professional accountant and was Principal of Riley Accounting Services for over 30 years. Lynne is married to Mike Riley, Equipment Innovation Manager for The Coca-Cola Company. They have three adult children and one grand-daughter. The Riley family has lived in the Johns Creek community for 27 years.




Joel Pascaner/Jones and Kolb Linkedin

Joel L. Pascaner is a tax principal specializing in high net worth individuals, privately held entities, partnerships, S corporations, estates and trusts, not-for-profit organizations, and state and local tax matters. He also has extensive experience representing taxpayers before the IRS as well as numerous other taxing jurisdictions.

Joel is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, and The Leaderhship Team of the Tax Section of the Georgia Society of Certified Public Accountants. He has been an at-large member of the GSCPA Council. In addition, he has served as the Chairman of the Tax Section of the GSCPA as well as both the Federal Tax Legislation and the Georgia Tax Legislation Subcommittees of the GSCPA Tax Section, where he was involved in the drafting and introduction of proposed legislation. He is also a Past Chairman of the Depreciation Committee and the Tax Accounting Problems Committee of the NYSSCPA. Mr. Pascaner was a member of the GSCPA 2006 Tax Forum Planning Committee and served as Moderator at the Forum’s Luncheons with Georgia Tax Commissioner Bart Graham. He was awarded “2006 Distinguished Section Leader” by the GSCPA and served on their Task Force on Employment. Joel is a member of the Atlanta Tax Forum and the Atlanta Estate Planning Council. He is a graduate of the Philanthropic Advisor Leadership Institute and was awarded the “Best in Client Satisfaction Wealth Manager” by Atlanta Magazine for years 2009, 2010, 2011, 2013, and 2014.

Joel has authored numerous articles in professional and industry publications including the CPA Journal and the Taxation for Accountants.

He has served on the Board of Directors of the Interfaith Disabilities Network and the Board of Trustees of Georgia Shakespeare. He is currently on the Board of Trustees of the Georgia Society of Certified Public Accountants and the Finance Committee of the Atlanta Film Festival.

Prior to joining Jones and Kolb, Joel practiced as a tax professional with Stephen M. Berman & Associates, L.L.C, Laventhol & Horwath and Peat Marwick.

Joel is a CPA and received his Bachelor of Science in Accounting at The Wharton School at the University of Pennsylvania as well as his Masters of Science in Taxation at the Long Island University.


John Masters, CPA, PC Linkedin

John Masters earned his Bachelor of Science degree from the Georgia Institute of Technology in 1969, followed by his Master of Business Administration degree from the University of Chicago Graduate School of Business in 1975, and finally his Doctor of Jurisprudence degree in 1979. During this period he was employed eight years in the Computer, Aerospace, and Electronics industries. During 1979 he was admitted to the Georgia Bar and received his certificate to practice as a Certified Public Accountant in Georgia and Alabama.

John has been active in professional, civic, and political activities throughout his career. He presently serves on the Georgia Society of Certified Pubic Accountants Professional Ethics Committee, and recently completed his term as Chairman of the Georgia Society of Certified Public Accountants Tax Section. He has served as a SBA Score/Ace Volunteer Consultant, taught in the Junior Achievement Program and been a Future Business Leaders of America sponsor. He administered the “Call the Expert” on taxation program for 21 years at WGST News Radio where he also appeared as Tax Series Guest/Host. He has participated in various other radio and television tax related programs, testified at administrative hearings including the Georgia Special Council on Taxation, and held positions in other organizations.

John has taught courses at Oglethorpe University, Clayton Junior College (now Clayton State College) and the Becker CPA Review Course. For the last several years he has been an active member of the Dekalb Peachtree Squadron, Georgia Wing, of the Civil Air Patrol where he currently holds the rank of Major, and has been an active member of the Northside Atlanta Jaycees and the Decatur Dekalb Kiwanis Club. His is currently a member of the American Bar Association, American Institute of Certified Public Accountants, Georgia Bar Association, Georgia Society of Certified Public Accountants.

John practices in Atlanta, Georgia principally in the areas of taxation and accounting, taxpayer representation before administrative bodies and tax tribunals, and related fields.

Veterans Connect Radio Episode 015


Veterans Connect Radio

A spotlight episode of Atlanta Business Radio and powered by Business RadioX. Co-Hosted by Ryan “Redhawk” McPherson and Brandon Skolnick with Gathering Of Angels. Featuring veteran entrepreneurs, support organizations, outreach groups and more in the Atlanta area continuing to serve our families, our communities and our country. 





Gretchen G. Evans Command Sergeant Major (R)  / U.S. Army
Veterans Outreach, Marketing and Communications Lead
Emory Healthcare Veterans Program

Emory’s Veterans Program offers post-9/11 veterans expert and collaborative care to help heal the invisible wounds of war. Our comprehensive approach combines behavioral health care, including psychiatry and neurology, rehabilitative medicine, wellness, and family support to help you reintegrate and reclaim your life.

Gretchen G. Evans is a A native of Texas, CSM (R) Gretchen G. Evans entered the United States Army in September 1979. Shortly after completing Basic Training at Fort Leonardwood, MO and Intelligence Analysis School at Fort Huachuca, AZ she reported to Heidelberg, German where she was assigned an Intelligence Analysis for the Command in Chief, Europe. She was a lead analyst in the Peacetime Aerial Reconnaissance Program responsible for directing aerial reconnaissance for multiple platforms to include the SR-71 aircraft.

CSM Evans was then selected to attend the Counterintelligence Program at Fort Huachuca to become a Counterintelligence Agent. Following this came her assignment to the Defense Language Institute in Monterey, CA where she studied German and Italian. Following graduation from language school she was assigned to the 66th Military Intelligence Group, Field Office Vicenza, Italy. She was directly involved in the pursuit and subsequent release of General Dozier from his kidnappers.

CSM Evans was then selected to become a member of a black operations unit. She attended Basic Airborne and Advance Airborne (High Altitude Low Opening) training at Fort Benning, GA. There were numerous other training requirements to include Bill Street’s Driving School, Sniper training, Demolition training and covert operations training before CSM Evans began her black operations career. During this time she also deployed with the 82nd Airborne Division on many occasions.

After her black operations CSM Evans then reentered the “Green Army” with an assignment to the 313th Military Intelligence Battalion, Fort Bragg, N.C. and the 519th Military Intelligence Battalion, Fort Hood, Texas.

CSM Evans then was assigned to the National Guard for a number of years. She served with the Arizona and Texas National Guard. During her tenue with the Arkansas National Guard she mobilized units on 11 September 2001, and was the Non-Commissioned Officer in Charge of securing all airports and military installations for the state of Arkansas. She later became the personal security officer for Governor Mike Huckabee. She deployed as the First Sergeant of the 216thMilitary Police Company to Guantanamo Bay. Her company was responsible to set up and receive the incoming detainees from Afghanistan. Also, while in Arkansas she was selected by Governor Huckabee to head up his drug interdiction program to help rid the state of Arkansas of meth labs.

CSM Evans was then transferred to the Texas National Guard with the 136th Signal Battalion. She was pulled from this Battalion to go with the 111th Area Support Group to Afghanistan. She was the Command Sergeant Major of Commander, Combined Forces Command, and Afghanistan. She was responsible for the security and personnel on all bases and forwarding operation bases in Afghanistan.

CSM Evans sustained combat injuries while serving in Afghanistan.

CSM Evans awards include: the Bronze Star, six Meritorious Service Medals, campaign medals from Grenada, Somalia, Bosnia, Kosovo, Operation Enduring Freedom and Operation Iraqi Freedom and numerous other citations and medals for action.

CSM Evans currently works for Emory Healthcare Veterans Program as the Lead, Veterans Outreach Coordinator and serves as a member of the Executive Board for America’s VETDOGS. She has a hearing service dog named Aura.

CSM Evans retired with 27 years of total service and currently resides with her husband, Robert in Decatur, GA.



Kenneth Morton / Elekta
Product Support Specialist

Born and raised in St. Thomas, USVI Kenneth Morton graduated from high school in 1990 and, following in the footsteps of an older brother, he joined the Navy and set off to see the world.

Over the course of twenty years and multiple tours of duty, Kenneth was stationed in California and Washington State, where he was deployed on aircraft carriers in the Gulf and honed his skills as an aviation electronics technician. Rising through the ranks he held the positions of Work Center Supervisor, Instructor and Training Petty Officer. His last rank before retirement was Petty First Class Officer.

“When I left the Navy in 2010, I knew I wanted a job that made a difference but I wasn’t sure what that would be. Of course I knew about cancer but I wasn’t familiar with radiation oncology. Today I have a job that matters. I make sure that the patient on the table gets the treatment they need, when they need it.”

Throughout his naval career, Kenneth learned to maintain, troubleshoot and repair sophisticated equipment and also managed the software systems that support the machines. The skills he developed in the Navy prepared him for his second career in the medical device industry, but the military gave Kenneth much more than a technical education.

“In the military, you’re exposed to diverse cultures and people. You learn to understand and respect where people are coming from and how to emphasize their strengths. Being in the military taught me to stay calm in high-pressure situations and get the issue resolved.”

Kenneth joined Elekta in 2011 and after four years as a Field Service Engineer, he moved to Atlanta and became a Product Support Specialist, with a principle role of providing real-time virtual technical support to leading medical institutions across the country.

“My military career gave me an education in life and I am proud to have served our country for twenty years. Building a career in medical technology has also given a chance to serve people in need. It’s an overwhelmingly satisfying job.”



Glenn “GG” Dale Gordon / We Gotcha Back
Founder, President, CEO

“We Gotcha Back” is the latest invention brought to you by Gordon G Enterprizes Inc. 

Gordon G Enterprize inc has built a reputation synonymous with relief and support. This redesigned invention is a customized compression support belt that relieves the back, lumbar and total body. The belt induces improved blood circulation, which directly reduces pain and inflammation.

 With We Gotcha Back , total body relief goes much further. Paired with two cold 8″ by 12″ gel packs and two hot 8″ by 12″ gel packs, this compression support back belt kit answers the call for total body relief from Sciatic Nerve problems and arthritis.

 The direct benefits of using this product include: Weight loss and decreased dependancy on medication to manage pain.  The inventor of  “We Gotcha Back”, suffers from sciatic nerve problems and arthritis in the lower back, he has experienced back problems for over 25 years. After using the “We Gotcha Back” belt he no loger needs medication to manage the pain. “We Gotcha Back” is all you need.

GG”s Music     LinkedIn










Andrea Oppman with UPS, Samantha Holowka with Northwestern Mutual, Levi G. Meeske with Atlanta Chapter of American Payroll Association and Walter Woods with Hyatt Regency Atlanta

Andrea Oppman / United Parcel Service
Director of the South Atlantic District

UPS X-Port Challenge 2016

UPS Resource Center: Real Stories, Real Solutions



Samantha Holowka / Northwestern Mutual
Financial Advisor

With 16 years of experience serving Northwestern Mutual clients in various marketing and leadership roles around the country, Samantha answered the call to help deliver the gift of financial security to individuals and businesses. What does that mean? After working with Sam, her clients have a comprehensive plan for saving strategically towards future goals while addressing their blind spots, anticipating opportunities and preserving wealth when life happens. Sam and her team of experienced specialists can bring the most value to business owners, career-family oriented business professionals and medical professionals.





Levi G. Meeske / Atlanta Chapter of the American Payroll Association

In September 2001, Levi Meeske was hired into the world of payroll. Equipped with a Bachelors of Science in Mathematics & Computer Science from Midland Lutheran College in Fremont, Nebraska and a desire to learn, he was now being asked paycheck questions that he had previously inquired about himself. However, now he needed to be able to intelligently and accurately respond with answers. In time, he joined that APA Atlanta Chapter where he has held offices of President, Government Liaison Office, chair of the Georgia Statewide conference, and has taught multiple yearsat the CPP/FPC Study Groups after receiving his CPP in 2007.Moving up through the ranks of payroll from clerk to administrator to supervisor to manager, Levi has worked in varying industries such as manufacturing, hospitality and healthcare industries. Also, he works on increasing and bringing compliance, process efficiency, technology utilization and documentation up to standards. Currently, he is the Payroll Manager for PSA Healthcare.

Finally, Levi is also part of the APA’s National Speaker’s Bureau, PAYTECH’s Board of ContributingWriters, and past regional Board of Advisors. Additionally, he is a member of the EmergingTechnologies Subcommittee & Best Practices of the Strategic Payroll Leadership Task Force (SPLTF),the MyRA Subcommittee of the Government Relations Task Force (GRTF) the Social Networking Committee, and the Hotline Referral Service. He has also taught PayTrain Mastery at Kennesaw StateUniversity in Georgia. Personally, he enjoys puzzles, coin collecting, cruising the Caribbean on vacations and spending time with his loving family.

American Payroll Association     National Payroll Week      Money Matters National Education Day




Walter Woods / Hyatt Hotels Corp
Area Director of Marketing

Hyatt Regency Atlanta has been Atlanta’s premier hotel since opening on Peachtree Street in 1967. The 22-story hotel is located in the heart of Atlanta, just blocks from the Georgia World Congress Center, Georgia Aquarium, World of Coca-Cola and Atlanta’s major attractions. Hyatt Regency Atlanta features 1,260 guestrooms and 180,000 square feet of ballroom, meeting and hospitality space. It was the world’s first contemporary atrium hotel, and today is a preferred destination for business and leisure travelers from around the world.

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Cumming / Forsyth Business RadioX Episode 2: Ruben Boling from UNG, Jimmy Lane with the Cumming / Forsyth Chamber of Commerce and Michael Eilerman


 Cumming / Forsyth Business RadioX spotlighting , celebrating, and advertising businesses and entrepreneurs  in Cumming and Forsyth County.

Hosted by Alex Gossett Shifflet

Powered by Business RadioX, Lee Kantor and Stone Payton

    Alex G. Shifflet (@AlexGShifflet) | Twitter

(843) 858-2277

Please get in touch with Alex if you would like to be a guest, sponsor or host your own show on Cumming/Forsyth Business RadioX.


Jimmy Lane, Micheal Eilerman and Ruben Boling


 “A rising tide lifts all boats”

by John F. Kennedy


 Ruben Boling

Ruben Boling / UNG
Director, Center for the Future of North Georgia

With over 30 years of combined experience in business and academics, Dr. Boling has developed an expertise in the fields of strategy, entrepreneurship and management. During his business career, Ruben has served in leadership and staff positions for several major companies including Arthur Andersen, Georgia Power and WorldColor. He has also served as owner or co-owner of two different small businesses and as a key partner in start-up initiatives in larger companies and institutions. His managerial and consulting experience has spanned several industries and focused on enhancing or improving strategy, customer acquisition and retention, and operations.

As part of the Mike Cottrell College of Business and as Director of the Center for the Future of North Georgia, Ruben’s primary focus is to promote entrepreneurship and business leadership in the classroom and regional and international business community.

Ruben holds a Doctor of Business Administration with a focus in Strategy and Entrepreneurship from Kennesaw State University, Master of Science in Management from Georgia Institute of Technology, and Bachelor of Civil Engineering Technology from Southern Polytechnic State University.

Courses Taught

Capstone Leadership Experience (MBA), Internship Program Advisor, Strategic Management, Strategic Management in a Global Environment (MBA),

Assistant Professor of Management

Mike Cottrell College of Business

University of North Georgia


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Jimmy Lane and Michael Eilerman


Jimmy Lane/ Cumming / Forsyth Chamber of Commerce
Vice President of Development

 Jimmy Lane is the Vice President of Development at The Cumming-Forsyth County Chamber of Commerce.  In this capacity he acts as the primary membership and investment development representative on behalf of the Chamber. This position is responsible for all major private investment in the organization and membership development.   He is also responsible for the Membership Development Executives, Administrative Support Staff, Chamber Stakeholder Volunteers, and Program Oversight.  He has been in this role at the Chamber for 7 years.  He is also very active with the Leadership Forsyth program and the Bald Ridge Boys Lodge where he will assume the role as Chairman of the Board for both organizations in 2 years.

 Jimmy studied Math Education at North Georgia College & State University and was active in the Corp of Cadets holding leadership positions for 3 years.  He is also a member of the Sigma Omega Fraternity.

 Jimmy lives in Braselton, GA and is married to his college sweetheart Felicia Kiener Lane.  They are the proud parents of 5 year-old twins named Blakley and Cameron.

 Cumming-Forsyth County Chamber of Commerce

212 Kelly Mill Road, Cumming, GA 30040

Direct:  770-887-6461 Ext 12

Cell:  678-449-6120

Fax:  770-781-8800

 Image result for Cumming Chamber of Commerce



Michael Eilerman

Michael Eilermann is an entrepreneur in the area of business networking.  In 2001, Michael started a faith-based Christian business networking group, that grew to 5 monthly lunches around Atlanta,  That group is currently reformulating as G6ten, founded on Galatians6:10.

 Over the years, Michael has learned a lot about business networking about what works, and what does not. He now does several unique things to help others with their business networking productivity. He at times refers to himself as the $35 entrepreneur.  Though everything he does is on an ala carte basis, everything he does is $35 or less.  His latest entrepreneurial endeavor is a digital business card, using your personal business card, with working links to whatever you want people to know about you, including click to call, and click to email.  His digital business cards will work on any smart phone, tablet or computer.  No App Required. He also helps people create personal ‘About Me’ web pages and sites.  Business networking is significantly about people, and not always about the specific business that you do or are in.  He can have anyone into a simple About Me web site, teach them how to edit it, and have their name on it, in an hour and yes, for only $35.  He can have your audio or video business introduction on the internet, on your own easily referable web page for $35 or less.  We have to make it easy for the people who know, like and trust us, to actually refer us.  Michael has a personal saying, “You have to whittle away at your why not’s”

In His Service And At Yours
My Photo Michael Eilermann
Video Meeting Link



Alex, Michael, Jimmy and Ruben

UHY Advisors


Frank Fenello / UHY Advisors
Managing Director

Frank Fenello is managing director of the UHY Atlanta office, and leads the national management consulting practice. He has more than 20 years of experience in management and professional consulting in the finance, audit and accounting professional services industries.
UHY Advisors, Inc. is one of the nation’s largest professional services firms in the U.S., delivering financial, tax and business consulting services to companies ranging from mid-sized to the Fortune 500. The firm’s innovative Management & Technology Consulting practice provides a one-stop solution for a company’s financial and operational functions, with a full suite of services to transform a company’s performance and profitability.



David Barton / UHY Advisors
Managing Director

David Barton is a Managing Director with the firm in the Southeast and serves as leader in the Internal Audit, Risk & Compliance and Management & Technology Consulting groups. He has more than 25 years of practical experience in information systems and technology risk and controls.



Brad Baer / UHY Advisors
Managing Director

Brad Baer is a Managing Director in the Management & Technology Consulting group of the firm in the Southeast, which provides high-value consultative services to help clients meet their business, accounting and finance objectives. He is responsible for client service, client management, solution creation and delivering process improvement expertise to help clients enhance and sustain gains in their businesses. Brad has more than 20 years of experience in all facets of finance and accounting, management, client service and operations.



Cindy Hannafey / UHY Advisors
Managing Director

Cynthia Hannafey is a Managing Director with UHY Advisors’ Management & Technology Consulting group, providing portfolio, program, and project management; software selection services; and operational and financial process optimization services to client companies. She is a results focused executive with more than 20 years’ experience in analyzing existing operations and implementing the strategies, processes and technologies to address enterprise-wide challenges. Cynthia provides management consulting excelling in the aggressive execution of projects that impact a client’s internal operations.



Amy Gallagher / UHY Advisors

Amy Gallagher is a Principal with the firm’s Resource Solutions Group in the Southeast, which provides high-value custom project services to help clients meet their business, accounting and finance objectives. Amy brings over 14 years of experience in recruitment leadership and talent management for national and international professional services firms.



KSU Shrimp Tank with Dixie McCurley Trusted CFO Solutions

Feeding Young Entrepreneurial Minds & Businesses Plans Entrepreneurs come to the Shrimp Tank to compete for funding to grow their dreams.

Hosts of The Shrimp Tank Chris Hanks and Ted Jenkin Executive Producer Lee Heisman





Dixe McCurley /  Trusted CFO Solutions
Founder & President

Never able to fully identify with the stuffy title of “accountant”, Dixie set out to revolutionize accounting practices for small- to medium-sized businesses by offering a new way of thinking about process. With a unique method that capitalizes upon the latest technology, she walks each client through their pain points. Experienced in a wide range of industries, Dixie provides innovative solutions to inefficient accounting. From personnel to policies to procedures, she streamlines the process using the latest technology to get data into dashboards to empower Controllers + CFOs.




Atlanta’s Most Trusted Advisors Features Jerry Jones and Kelvin Moy

Atlanta’s Most Trusted Advisors interviews industry experts from in and around the Metro Atlanta Area. Our goal is to provide valuable information that all business owners and managers can use in their day-to-day work to help them succeed.



Kelvin Moy and Jerry Jones


Jerry Jones / Ad Information Technology (“AdIT”) / Baseology

Jerry Jones helps manage AdIT’s advisory and IT consulting services as well as Baseology’s custom SaaS development. Jerry has over eighteen years of experience in accounting, audit and information technology consulting including eight years of public accounting experience. Audit and advisory service industry experience includes distribution, financial services, health care, high-tech, hospitality, insurance, manufacturing, not-for- profit, real estate service and transportation. Jerry’s certifications include CPA, CISA, CISM, CGEIT, CRISC.



Kelvin Moy / Ad Information Technology (“AdIT”) / Baseology

Kelvin Moy has over sixteen years of experience in information technology risk management, strategic planning, governance, operations and consulting. His information technology services portfolio includes manufacturing, financial institutions, high-tech, marketing, real-estate, construction, transportation and logistics, education, government, and not-for- profits. In addition to assisting with the firm’s compliance services, he also manages AdIT’s IT consulting projects and outsourced CIO services. Kelvin specializes in working with executive teams and decision makers to remediate business gaps with practical and scalable enterprise information technology solutions.


Additional Resources:

See AdIT Baseology Firm Presentation and Baseology Baseline Builder Flyer


Bonnie Buol Ruszczyk (Host)/ bbr Marketing   

Bonnie Boul ruscyzkBonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm’s inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success having worked with clients in 23 states and 2 Canadian provinces.

She is excited about the publication of her first book earlier this year, Take Your Marketing Online! Proven Ways to Grow Your Firm in the Digital Age. She was recognized in 2012 and 2013 as one of AccountingToday’s Top 100 Most Influential People and is in great demand as a consultant, speaker and leader at various industry events. She is a founding member of the Atlanta Independent Women’s Network and is the Atlanta chapter president of the Association for Accounting Marketing. She is also a regular contributor to a variety of websites, including Social Media Today, Accounting Today and other industry-related publications and has been quoted in Entrepreneur, U.S. News & World Report, CPA Practice Advisor, and others. She was recently invited to join the CPA Consultants’ Alliance and is excited about being a part of this influential group.






Digital Marketing Series Episode 02


Co hosts Lee Kantor and Thomas Harpointner

Digital Innovation Segment

vashalkhannaVishal Khanna / Wake Forest Innovation
Digital Marketing Director

Content Marketer of the Year, 2015

Vishal Khanna is an innovative digital marketing thought leader and mentor with proven expertise in leveraging small marketing teams to deliver outstanding, measurable results. He received the Content Marketer of the Year award in 2015 for his digital program to promote Wake Forest’s research services to pharmaceutical and medical device companies. An advocate for using technology to build scalable digital marketing programs, he has over 15 years of experience leading digital marketing initiatives that amplify brand, drive engagement and create new business opportunities.

Expertise: Digital Marketing; Content Marketing; B2B; Strategic Planning; Brand Management; CRM; Customer Acquisition and Retention; Online Advertising; SEO, PPC, Social Media; Life Sciences; Pharmaceutical, Biotechnology, and Medical Device Marketing




Thomas Harpointner (Co Host) / AIS Media

Thomas Harpointner is founder & CEO of AIS Media, Inc., an Atlanta-based, award-winning digital marketing firm. Thomas is a recognized subject matter expert on digital marketing strategy development and execution.

Thomas has served as a keynote speaker at trade organizations, conferences, and corporate events. He has appeared on Fox Business, Bloomberg Television, CNN Radio, CNBC, The Advertising Show, The Today Show and many other TV and radio programs. He’s been featured in publications such as Wall Street Journal, USA Today, Forbes, CFO, AJC, Fortune, and Wired.

At AIS Media, Thomas consults executives at leading companies on digital strategy. He’s led hundreds of digital marketing initiatives for clients ranging from start-ups to Fortune 500 corporations such as AT&T, Synovus Financial, Emory Healthcare, Wake Forest Innovations, Pfizer, and Maui Jim Sunglasses. Under his leadership, AIS Media has been recognized with dozens of prestigious industry awards.

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