Culture @ Work

Culture at Work E27: Jenaya Parise Carter - CPA Partner of Fintrepid Solutions

Fintrepid Solutions Tucson is a consulting firm that specializes in providing businesses with strategic operational finance and accounting support. Fintrepid focuses on businesses that face challenges due to growth, exit options, mergers and acquisitions, and many other areas. Matt's guest is CPA Partner of Fintrepid. Personal Bio ~ Jenaya Parise Carter Partner, CPA - Fintrepid Solutions (520) 415-0188) Jenaya is a seasoned business executive, consultant and accounting expert with deep ties to the Tucson community through education, training and community service. She graduated from Salpointe Catholic and completed a Bachelor of Science in Business Administration (Accounting) from the University of Arizona's Eller College and a Masters in Accounting from the University of Southern California. An active volunteer and equestrian, she and her husband Sam are proud parents to their two children. Prior to joining Fintrepid Solutions in 2019, Jenaya had 10 years of public accounting experience with a specialty in financial reporting, technical accounting, mergers and acquisitions, joint ventures, internal controls and processes, significant non-routine transactions, budgeting and financial models, and complex project management and execution. While in public accounting, Jenaya worked on public and private companies and her primary industries included real estate and construction, investment funds, manufacturing, non-for-profit, mining, and airlines. Jenaya became a partner in 2021 and her diverse background brings a new perspective on financial management and operational best practices. Fintrepid Solutions is a consulting firm that specializes in providing businesses with strategic operational finance and accounting support. Fintrepid focuses on businesses that face challenges due to growth, exit options, mergers and acquisitions, and many other areas. Fintrepid exists to help their clients navigate those challenges, providing clarity and confidence so they can grow boldly

Culture at Work E26: Howard Stewart - President/CEO of AGM Container Controls

Matt's longtime friend and business associate Howard Stewart President/CEO of AGM Container Controls in this episode share his successes and losses in business and how his company structure, training and support system is envied throughout Southern Arizona. ABOUT ~ Howard N. Stewart Howard Stewart is President/CEO of AGM Container Controls , a Tucson company employing more than 115 people. He also served as the 2019 Co-Chair of the American Heart Association's Heart and Stroke Ball and as the Tocqueville Society Chair (2015-2018) for the United Way of Tucson and Southern Arizona (UWTSA), and as a board member (2015-2018). Howard also serves as a board member for the Tucson Metro Chamber of Commerce and as a member of the President’s Council for San Miguel High School. AGM Container Controls is a Tucson-based company manufacturing environmental control hardware for missiles and other sensitive equipment. AGM also manufactures world’s premier vertical wheelchair lift, which provides access to elevation changes in public facilities and residences for individuals with disabilities. The company was founded in 1955 as Arizona Gear and Manufacturing by Roger and Joyce Stewart, and is one of a few employee-owned companies in its segment. In 2009, AGM was recognized with the national U.S. Chamber of Commerce’s “America’s Best Small Business of the Year” award. Company / Organization Website URL: https://www.agmcontainer.com/about-agm/ [https://www.agmcontainer.com/about-agm/] Company or Guest LinkedIn URL: https://www.linkedin.com/company/agm-container-controls/ [https://www.linkedin.com/company/agm-container-controls/] Company / Org Facebook Page URL: https://www.facebook.com/AGMContainerControls [https://www.facebook.com/AGMContainerControls] Other? Any special notes? https://www.youtube.com/user/agmcontainer [https://www.youtube.com/user/agmcontainer] (520) 462-0912 Company Phone

Culture at Work E25: Veronica Saiz, Director at Big Brother Big Sisters

Matt dives into Big Brothers Little Sisters with Veronica Saiz, Director of Corporate Engagement and Special Events. They discuss charity, service and how that relates to workplace culture. Bio ~ Veronica Saiz Director of Corporate Engagement and Special Events Tucson-Native. Attended TUSD for primary school before enrolling at Sierra Middle School and graduating from Sunnyside High School in 2000. Attended the University of Arizona for freshman year of college and then transferred to a private college for Interior Design to earn an Associates. Married mother of a son and daughter with two bonus sons and one grandson. Worked for 7 years at a local Interior Design Firm. Transitioned to event/ wedding planning. In order to gain more experience, volunteered for committee work for a large golf tournament fundraiser and was hooked - Non Profit event planning and fundraising became the new passion and purpose. Worked for various nonprofits both as staff and contracted until finding the way to Big Brothers Big Sisters. Big Brothers Big Sisters of Southern Arizona is a one-to-one youth mentoring organization that has served Tucson and surrounding communities since 1963, helping children realize their potential and build their future. As the Director of Corporate Engagement and Special Events, Veronica oversees the agency's three major fundraising events, event sponsors, program partners and supports hundreds of fundraising/ event participants. In addition, Veronica works with local organizations, businesses, and corporations to provide the opportunity to support youth mentoring in a way that is impactful and fulfilling to both the investor in the agency. Company / Organization Website URL: www.soazbigs.org [http://www.soazbigs.org] Company or Guest LinkedIn URL: https://www.linkedin.com/company/soazbigs/ [https://www.linkedin.com/company/soazbigs/] Company or Guest Twitter URL: https://twitter.com/soazbigs [https://twitter.com/soazbigs] Company / Org Facebook Page URL: https://www.facebook.com/soazbigs [https://www.facebook.com/soazbigs] Company/Org Messenger: https://www.tiktok.com/ [https://www.tiktok.com/]@soazbigs

Culture at Work E24: K Roche; Catholic University of America launches new BA in Management program in Tucson

The Catholic University of America is a national research university with 5,700 undergraduate and graduate students in more than 250 academic programs on a residential campus in the heart of Washington, D.C. In fall 2020, The Catholic University of America launched its innovative new BA in Management program in Tucson. Matt goes in-depth with Keiran Roche M.ED, MA ED. About Keiran Roche: Keiran Roche, M.ED, MA Ed is the lead Program Director in Tucson for The Catholic University of America. He holds two Master’s Degrees from The University of Notre Dame and has been in educational leadership roles spanning two continents. His most recent venture was founding a consulting business that supports Catholic education in Arizona. Born and raised in Australia, Keiran, is a transformer, a trailblazer, and a passionate Catholic. An educator at heart, Keiran has been a Catholic elementary school principal, instructional team member for the Remick Leadership Program at the University of Notre Dame, and started his career as a junior high social studies and religion classroom teacher. Over a four-year period as principal, he transformed an elementary school on the verge of closure into a thriving community. Keiran was subsequently the pioneering Regional Director for the Notre Dame Alliance for Catholic Education (ACE) Academies, leading efforts locally in Tucson while collaborating with a network of eleven schools across the country. The Catholic University of America is a national research university with 5,700 undergraduate and graduate students in more than 250 academic programs on a residential campus in the heart of Washington, D.C. In fall 2020, The Catholic University of America launched its innovative new BA in Management program in Tucson. Directed by the University’s Metropolitan School of Professional Studies and delivered locally in partnership with Pima Community College (PCC), with the goal of providing students the highest quality, most affordable, locally embedded education possible. The University has worked with over 300 members of the community to customize this program for Tucson. Local supporters include the mayor of Tucson, the bishop of the Roman Catholic Diocese of Tucson, and key business and school leaders. Additionally, the University has formed a local employer network to help students build bridges to local businesses through internships to prepare students for the future of work. Company / Organization Website URL: https://www.catholic.edu/tucson/index.html [https://www.catholic.edu/tucson/index.html] Company or Guest LinkedIn URL: https://www.linkedin.com/in/keiran-roche-m-ed-79083a175/ [https://www.linkedin.com/in/keiran-roche-m-ed-79083a175/] Company or Guest Twitter URL: http://twitter.com/CatholicUniv [http://twitter.com/CatholicUniv] Company / Org Facebook Page URL: http://www.facebook.com/CatholicUniversity [http://www.facebook.com/CatholicUniversity]

CAW E23: Chris Gordon; Vice President-Employee Benefits Consultant for Crest insurance

Matt has a great interview with Chris Gordon Vice President-Employee Benefits Consultant for Crest insurance. Chris spent time in England and Australia before settling back in their hometown Tucson with his English bride. About Chris Gordon A Tucson native, Chris returned to the community after graduating from Northern Arizona University and living overseas in England.  Chris Gordon is a Vice President and Employee Benefits consultant with Crest Insurance Group, where he has been advising clients since 2012.  With nearly 20 years of industry experience across both large, publicly-traded consultancies as well as Tucson-owned and headquartered Crest, he has worked with companies and non-profit organizations throughout the region to maintain regulatory compliance and provide attractive recruiting and retention strategies to their workforce.  A Tucson native, Chris returned to the community after graduating from Northern Arizona University and living overseas in England.  Married with two daughters, he is an avid outdoorsman who enjoys upland bird and big game hunting, fishing, hiking, and scuba diving. Crest Insurance is the largest locally-owned and operated insurance brokerage in Southern Arizona, and one of the top-100 insurance agencies in the United States.  Recognized as an industry leader with offices in Arizona, California, and Colorado, their experienced insurance experts provide cost-effective solutions for the complex industries that drive our local economy. In addition to assisting businesses throughout the Southwest with their commercial insurance, workers compensation, and employee health insurance plans, Crest's team is also happy to assist its Tucson neighbors with personal coverage including homeowners, auto, and life insurance. www.crestins.com/covid-resources/ [http://www.crestins.com/covid-resources/] cgordon@crestins.com [cgordon@crestins.com] (520) 784-7651