MABC Blog

MABC Member Profile - Janel Kalish, CFP®, Wealth Management Advisor & Financial Coach

I’m a wealth management advisor primarily helping women in business streamline their finances, so they can focus on what they do best and feel confident and educated about their own financial future.

Starting with your goals in mind, we create a financial plan that helps you achieve balance and peace of mind. Through our process, we will help you:

• Ensure a layer of protection around your assets and lifestyle.
• Establish an optimal savings rate.
• Allocate your cash flow to build liquidity and grow your wealth.
• Implement effective debt elimination and tax management strategies.

By following this process, you can have the confidence to live today; while knowing you won’t outlive your assets in the future – leaving behind a legacy for your family or the causes you care about.

We bring the different pieces of your life together to give you clarity through our refined process called the Living Balance Sheet®.

For a free consultation to learn more about how my team and I work with you to solve your unique financial puzzle, please contact me at janel.kalish@thirdcoastadv.com or book an appointment by clicking here.

Registered Representative and Financial Advisor of Park Avenue Securities.

Website: www.thirdcoastadv.com

Every entrepreneur, solopreneur and business owner makes decisions about how best to advertise and market their company.  The decision making gets more difficult the smaller you are.  Funds for marketing and advertising are limited in most cases.  Essentials are your visual assets like your logo, business card, letterhead, etc.  Then add website design and development to the budget including hosting, SEO, SEM and various other marketing tactics including social media and you've got a good start.  Consider additional spending on traditional advertising and digital ad campaigns.  But before you spend any money on "digital" advertising, buyer beware.  Chasing shiny objects on Meta and Alphabet can take you and your budget down a dark hole.  I recently came across a good video produced by Johnny Molson that helps frame the relationship between traditional and digital advertising.  You can click to see the video here on You Tube.   In the video Johnny informs us about a new, free, e-book that just came out by Bob Hoffman.  It verifies what I've always suspected.  Digital advertising can be a risky investment with not a lot of oversight or real, factual reporting.  Click through rates ranging around the 0.05-0.5 range don't impress me.  And the actual performance of digital ads is much different than traditional methods.  Buyer Beware.  Download a FREE COPY of "Inside The Black Box" by Bob Hoffman here. 

August Program Presentation Has Been Canceled.

Check back later for our September Program Details

MABC Live!  Thursday July 18th at 8:00 am

Increase Productivity the Mind-Body Way

With Anne Asher, Founder, Posturally LLC

Work on increasing your productivity through improved posture and comfortable computing. You'll learn refreshing mind-body posture techniques you can do at your desk and get a chance to ask your ergonomic and posture questions.

ABOUT THE PRESENTER

Anne Asher is a health coach, personal trainer, yoga instructor and workstation wellness consultant. As founder of Posturally, LLC, she has 25+ years experience helping people feel better physically and mentally.

For over a decade, Anne was also an award winning health journalist for a large website owned and operated by the New York Times Company. Her "beat" was spine and chronic pain management.

REGISTER TODAY FOR THIS FREE EVENT!

________________________________________________

What: MABC Live! Event | Increase Productivity the Mind-Body Way

Date:  Thursday, July 18

Time:  8:00 am - 10:00 am 

Location:  Mercies Coffee, 1748 Eagan Rd, Madison, WI

Heidi Strangberg -  Owner/President of Dynamic Training Resources, LLC.

Heidi founded DTR in 2005 and has degrees in Business Administration and Marketing. She is certified in instruction design, adult learning and is a certified Lectora author.

Custom eLearning

Tell us about the training needs at your organization and we will design eLearning courses based on your custom content – including interactive learning activities & games, knowledge checks, and tests or assessments. We use authoring software including Lectora, Articulate Storyline and Rise, Vyond, and others. Our courses can be published to AICC or SCORM to track completion and test scores on any LMS.

Animated Videos

Animated videos are a great way to provide a lot of information in a short time using engaging scenarios and interesting characters. We can create stand-alone animations or include them within eLearning courses to enhance the learning experience. We enjoy designing fun and interesting animations to enhance your training topics – and learners love them!

Legacy Training Updates

Do you have older eLearning courses that need a facelift? Or, need more excitement to keep your learners engaged such as visually appealing screens, interactive learning activities? Or, do your older courses just need to be brought up to speed based on browser and software technology upgrades over the years? Call us for a free quote! We also convert outdated Flash courses using current authoring software.

Dynamic Training Resources offers high quality, rapid and affordable eLearning course design and development and animations for businesses small and large, including many Fortune 500 companies. We believe in offering high-quality, timely and affordable eLearning design and development. We make the process easy and understandable, from concept to completion — no surprises!

Services

eLearning instructional design and development. We use Lectora, Articulate Storyline & Rise, Vyond animation software, Camtasia, and other animation and screen recording software. LMS expertise.

Background Info

DTR has a team of professionals that create high quality eLearning courses based on your custom content – or we can research and provide the content to meet your training goals. We have over 15 years experience creating online training courses and we have seen it all! Our team is proficient at instructional design, project management, professional script writing and recording, and development using fabulous authoring software such as Lectora, Articulate Storyline and Rise, and Vyond (GoAnimate). We publish courses to AICC or SCORM depending on the requirements of your LMS (Learning Management System).

Consulting Specialties

• Training and Development
• Learning and Development
• Woman Owned

Dynamic Training Resources

https://dtrtraining.com/

MABC July Program

Getting Started with Social Selling

With James Roloff, Roloff Consulting

July 11, 2024   8AM-10AM CST

In today's digital era, social media has become an essential tool for businesses to engage with customers, build relationships, and drive sales. Are you ready to unlock the power of social selling and take your sales strategy to new heights?

Join James for an upcoming webinar on "Introduction to Social Selling.” This virtual event is designed to equip sales professionals, entrepreneurs, and marketers with the knowledge and techniques required to get started with social selling.

REGISTER TODAY

About the Presenter
James Roloff, MBA, is a digital sales and marketing professional. He is the Principal Consultant at Roloff Consulting. James helps businesses grow their revenue by implementing a digital sales strategy. He has over 20 years of online business experience and 9 years in sales management.

Work on increasing your productivity through improved posture and comfortable computing. You'll learn refreshing mind-body posture techniques you can do at your desk and get a chance to ask your ergonomic and posture questions.

Anne Asher is a health coach, personal trainer, yoga instructor and workstation wellness consultant. As founder of Posturally, LLC, she has 25+ years experience helping people feel better physically and mentally.

For over a decade, Anne was also an award winning health journalist for a large website owned and operated by the New York Times Company. Her "beat" was spine and chronic pain management.

REGISTER TODAY FOR THIS FREE EVENT!

________________________________________________

What: MABC Live! Event | Increase Productivity the Mind-Body Way

Date:  Thursday, July 18

Time:  8:00 am - 10:00 am 

Location:  Mercies Coffee, 1748 Eagan Rd, Madison, WI

Amy Ackerman

Core Endeavors Coaching & Consulting

I'm an experienced coach, human resource/organizational development consultant, and best-selling author who focuses on individual and organizational development and wellbeing.

As a trusted and transparent partner, I team up with individuals and organizations to focus on areas of employee experience, engagement and individual lifestyle changes that foster growth and wellbeing. I bring passion for continuous learning and working with others to help define, develop, and implement changes that inspire and produce lasting positive outcomes. My areas of expertise include: personal, professional, leadership and executive coaching and mentoring; organizational design and development; training and education; culture change and support; diversity, equity, inclusion and belonging; wellness and wellbeing; mergers and acquisitions; strategic planning; change management.

As a lifelong student of people, habits, choices and why we make the decisions we do, I love to help people and businesses identify and access their strengths and talents to build a dynamic and fulfilling future while fostering wellbeing and strengthening community.

Our mission and shared foundational beliefs:

·        Organizational cultures and people practices are fundamental to overall success

·        There is power in mindfulness and intentionality, gratitude and grace

·        The mind-body connection is a sustaining force

·        We are stronger and capable of more than we believe we are

·        Habits and routines are important tools in establishing and maintaining our best lives

Core Endeavors Values

·        Courage

·        Equity

·        Inclusivity

·        Integrity

·        Partnership

·        Sustainability

·        Wellbeing

For over 30 years, I have helped individuals and organizations achieve their goals, navigating change to becoming the best versions of themselves. I have a Bachelor of Science in Human Development and Social Policy (Counseling) from Northwestern University and I am a Certified Professional Coach (CPC) through iPEC. I am a lifelong student of people, habits, choices and why we make the decisions we do. I love to help others tap into their strengths and talents to build a dynamic and meaningful future and to help organizations foster the best cultures possible. In addition to helping others, I also enjoy cooking (and eating!), reading, nature walks and hiking, attending live music events, fun with friends, travel, and spending time with my family and my dog, Tyger.

Core Endeavors Coaching & Consulting provides support during periods of transition through expert guidance, empowerment strategies and action-oriented development tools for yourself, your team or your organization.

Services

Leadership and executive coaching and development; personal coaching; human resource consulting; organizational design and development; strategic planning and change management; training and education.

I help individuals and organizations go from what's now to what's next.
As an experienced human resources/organizational development consultant and a life/leadership coach, I have helped others define and achieve personal and professional success. With over 30 years of organizational and interpersonal development and support experience, I am passionate about and skilled in helping others identify and achieve desired outcomes while having fun along the way.

Consulting Specialties

• ·       Coaching & Personal Development
• ·       Human Resources
• ·       Learning and Development
• ·       Training and Development
• ·       Organizational Development & Planning

Learn more about my professional background on LinkedIn.

https://www.linkedin.com/in/amy-ackermann/

www.core-endeavors.com

MABC Member Profile - Jennifer L. Amundsen - Attorney

Ms. Amundsen has nearly 20 years’ experience in the legal and intellectual property industries and nearly 13 years’ experience as a lawyer. She represents information technology businesses, authors, independent film and video production companies, theater companies, software developers and other brand and creative content owners, with an emphasis on the implications of emerging technologies, the Internet and social media. She helps clients to identify, protect and leverage their intellectual property assets, such as trademarks and copyrights, and to avoid conflicts with third-party intellectual property assets. She also counsels clients regarding day-to-day business and legal matters, including a variety of contract matters.

 

Ms. Amundsen has also developed a niche in the areas of canine and equine law, where she advises owners and breeders of companion animals (primarily dogs) and horses on issues pertaining to their hobbies and businesses. She has represented dog clubs and equine groups, and she is a frequent speaker on legal topics pertaining to animal ownership.

 

Ms. Amundsen graduated in 2003 from the University of Wisconsin Law School, where she was regularly included on the Dean’s List. While completing law school, she served on the editorial board of the Wisconsin International Law Journal, worked as an intern for the Hon. Stephen L. Crocker of the Western District of Wisconsin and participated in a seminar on cross-cultural negotiations in Beijing and Shanghai, China. She was also a member of UW Law School’s winning team the 2003 Sojourner Truth Moot Court Competition.

 

She is a 1994 graduate of Kalamazoo College, a prestigious liberal arts college located in Michigan that is particularly celebrated for its innovative curriculum and foreign study programs. Ms. Amundsen attended “K” on a partial music scholarship, majoring in French and studying at the Université de Caen in France.

 

Ms. Amundsen is a member of the State Bar of Wisconsin and Wisconsin Women Entrepreneurs SouthCentral, Inc. She is also a member of Badger Kennel Club (past Director), the Clumber Spaniel Club of America (past Secretary), and the Fox River Field Spaniel Club. She is a founding director and current President of the Board of Directors of the Clumber Spaniel Health Foundation, Inc. and also serves on the board of the Friends of Madison Mounted Horse Patrol. Ms. Amundsen was selected for inclusion in the 2013 SuperLawyers Rising Stars list.

 

She enjoys spending time with her husband, Michael Finnegan, training and showing their dogs, and riding her horse.

Subscription and flat-fee services primarily in the areas of intellectual property, information technology, privacy/data protection, and contracts. Also providing outsourced general counsel and overflow services.

Background Info:

With a background in foreign languages, intellectual property and dogs, I am well-suited to assist clients in a variety of industries with a variety of legal challenges. I leverage my broad experience counseling entrepreneurs, creatives, and businesses of all sizes.

MABC Member Profile - Jamie Perez - Owner - Beyond Words Productions

My name is Jamie and I'm the owner of Beyond Words Productions. I'm a videographer and storyteller at heart. My business focuses on sharing heartfelt and emotive stories for businesses, organizations and nonprofits through video.

I was a TV news reporter for 6 years before leaving that industry and starting my own business. I loved the news world but found my true passion was in heartfelt and emotive storytelling, which I didn't get to do often enough working in news. I left my TV job in September of 2021 and started my business November of that year. Now, I get to tell impactful and compassionate stories for businesses full time.

The Story Behind Beyond Words

My name is Jamie, and I'm a videographer and storyteller at heart. 

My past life as a broadcast TV news reporter brought me here: owning my own business... rather unexpectedly, I might add. 

After growing up in California, my TV news job took me across the country to Iowa, where I was an anchor, reporter, and producer for an ABC affiliate. After two years there, I moved to Wisconsin, where I worked as an MMJ -- multimedia journalist. That basically means I did everything on my own from start to finish every day.

· Finding the story.

· Setting up the interviews.

· Filming all the footage.

· Editing the story together.

· Presenting that story on camera.

· Writing up the online article to accompany it.

· And doing it all over again the next day. 

After almost six years doing that, I eventually left the career I thought I would be in forever. I wanted to focus on sharing heartfelt, emotive, impactful stories full-time. 

I started my own LLC so that I could be my own boss and tell the stories my heart and the community were longing for. Now, instead of running around covering today's top headlines, I get to use my skills to help people, share their stories, and create paths of empathy where there may not otherwise be any. 

One of my coworkers once told me, "It takes an emotional person to be able to tell someone else's story and do it well." 

I love this line. When I was younger, I might have taken offense to someone calling me emotional, but now I embrace that word. It allows me to feel my interviewee's story as if I'm going through it with them. It helps me tell their story as if I lived it too. My EMOTIONS make my videos EMOTIVE. 

And I love making others feel what I feel when I'm telling someone's story. I believe our world could use a bit more empathy for one another. Sharing stories about our experiences, our personal triumphs, and traumas is the only way to let each other in. 

Lastly, just have to add some room in here to explain the business name: BEYOND WORDS. 

My mom came up with it. When I was trying to think of a business name, I asked for her help. Knowing I focus on emotional stories, she said, "If a picture says a thousand words, your videos will leave people beyond words."

Special Skills

• Digital Media
• Video Production
• Audio Production
• Marketing & Sales
• Content Creation

Awards and Certifications

2023 Winner - Better Business Bureau Spark Award

2022 Athena Young Professional Award Nominee - The Business Forum

2025 City of Madison Small Business Certified

2025 City of Madison Woman Owned Certified

2025 City of Madison Minority Owned Certified