Inside BS Show

Sami Azhari pulled a rabbit out of his hat last week when he helped a criminal defendant with gambling addiction receive a "below guidelines" sentence for a ten-year fraud scheme. Sami joins Dave Lorenzo to discuss how he persuaded a federal judge to make this downward departure.

Sami Azhari
Federal Criminal Defense Attorney
(312) 626-2871
[email protected]
https://www.federalcriminallawyer.us/

About Sami Azhari
Sami is an attorney and principal of Azhari LLC, with over 14 years of experience as a trial lawyer. He has tried over 100 jury and bench trials. His practice focuses on federal and white collar criminal defense, where he has defended attorneys, traders, and corporate executives on a litany of federal crimes including wire fraud, bank fraud, racketeering (RICO), and conspiracy charges. His clients also include physicians, business owners, professional athletes, and board members.
He handles all aspects of federal criminal prosecutions, representing witnesses, targets, and defendants from the investigative phase through trial, and if necessary, sentencing and appeals. 

He has dealt with every investigative agency including FBI, ATF, DEA, IRS, Department of Homeland Security and the United States Secret Service.
He has been consistently recognized in numerous publications, such as Super Lawyers Magazine as being one of the most highly skilled and highly regarded criminal lawyers. He achieved the Illinois Rising Star award for 8 consecutive years, an honor given to the top 2.5% of attorneys in the state.

He also handles criminal fraud charges that revolve around the Paycheck Protection Program that was rolled out after the passage of the Coronavirus Aid, Relief, and Economic Security (CARES) Act. He recently received a federal jury acquittal on behalf of his client, a foreign national from Mauritania that was facing federal criminal charges in the Northern District of Illinois. The case went to a jury trial where he was found not guilty of all charges.

He has been published numerous times in publications on issues of white collar criminal defense, jury deliberations, and other matters. Recently, The Champion, the nationwide journal for the National Association of Criminal Defense Lawyers published his article, Guilty Until Proven Guilty: The Prosecution of Public Corruption and White Collar Crime.

Do you want to discover the secret to starting a consulting business? Are you interested in creating change in your organization? Do you want to listen in on a fun conversation?  If you answered "YES" to any of these questions, you must listen to this episode of The INside BS Show. On today's show, Dave Lorenzo interviews consultant and epidemiologist Allecia Harley.

00:00 How to Create Effective and Lasting Change in Business
01:04 Allecia's Consulting Journey
03:03 What was Allecia's first experience working as a Consultant like?
05:03 What has surprised Allecia the most about business development?
05:52 What did Allecia do to get work when she first started?
07:45 Allecia as Epidemiologist: Views about vaccination
09:47 Dave talks about his personal experience taking part in a vaccine trial during the COVID 19 pandemic.
12:27 A case study: Bringing change to a company that has done things the same way for years
18:28 What is Allecia's Business Competitive Advantage?
19:32 What other ways does Allecia use speaking to help her Consulting Business?
21:06 How does Allecia promote her Consulting Services?
22:28 A piece of advice for those returning to work as speakers
26:32 How can speaking be a form of media?
27:57 What do Dave and Allecia have in common: A great story

Allecia Harley
Principal Consultant
Prevention Advisory Group
[email protected]
(312) 288-8628

About Allecia Harley: 
Do you need help seeing around corners and preparing for the future? As a change agent, Allecia Harley, formerly of Huron Consulting Group, provides forward-thinking solutions to strategic and operational challenges.  Her clients are nonprofit, academic, and public health organizations.
Allecia holds a Master’s in Public Health from the University of Michigan and a Bachelor of Science from Spelman College. She lives in Chicago with her husband, teenage son, and their dog, Cassius Clay.

Today the Inside BS Show goes behind the numbers and shows you how to get your financial reporting in order. Dave Lorenzo interviews Elliott Hershik. Elliott shares how he helps clients and then takes us inside the world of Supporting Strategies.

00:00 How to Get Your Financial Reporting in Order
00:49 What does a financial accountant do?
01:32 What is the competitive advantage of implementing supporting strategies?
02:39 Who is the ideal client for Supporting Strategies?
03:48 What is the difference between cash and accrual accounting?
05:27 What will happen if you use Cash Accounting?
06:51 What inspired Elliot to become a Supporting Strategies franchisee?
09:20 A case scenario: How does Supporting Strategies services work
16:34 What kinds of industries does Elliot work with?
18:58 How does Elliot get new clients and where do they usually come from?

Elliot Hershik
General Manager
Supporting Strategies
(630) 531-1521
[email protected]
https://www.supportingstrategies.com/...

About Elliott Hershik:
Elliot brings his 40 years of business experience to managing the day-to-day operations of the Supporting Strategies | Chicago Far West Suburbs office. A CPA certificate holder, Elliot’s expertise spans all aspects of bookkeeping and accounting services. He is also skilled in performance monitoring, accounts analysis and process improvement.
Elliot has a B.A. in Economics from Cornell University and served in the U.S. Marine Corps. A rugby enthusiast, player and coach, Elliot shares his enthusiasm for the sport — as well as his business acumen — with his wife, Managing Director Dawn Hershik.

Who Wants to Be More Influential?

You need people to adopt your ideas. What you say, how you say it, and how it is perceived, make all the difference when it comes to influence and persuasion.

The title of this video could have been "How to be more influential." If we had used that title, it wouldn't have attracted your attention and you would not be pulled into watching it. Today's show is all about helping you help your clients. On this INside BS Show, Dave Lorenzo interviews author Stacey Hanke about her work in the field of influence and persuasion.

If you would like to help more people, in your work and in your personal life, this is a show you cannot miss.

00:00 Who Wants to be more influential?
01:00 Why did Stacey focus her research on influence?
02:53 What are the long and short games of influence?
06:02 What is the difference between rational and emotional elements of influence?
09:10 Why do people think they are so influential?
11:42 How you should receive feedback and what you should do with that info.
13:12 How to deal with your own self-perception
16:58 How can we avoid crossing the line between persuasion and manipulation?
22:17 How can you convince people to adopt YOUR idea as THEIR idea?
24:39 Intellectual Curiosity can be an influence superpower. Here's how
27:10 How does Stacey help people in using communication to influence others?
29:46 A guarantee you can make to your clients
32:48 Dave emphasizes Stacey's valuable advice on how to be influential by demonstrating dedication to your work.
36:19 The right way to practice influence (like Michael Jordan)

Stacey Hanke
Author, Consultant &
Professional Speaker
[email protected]
(773) 209-5970

Stacey Hanke is author of the book; Influence Redefined…Be the Leader You Were Meant to Be, Monday to Monday®.   
 
Stacey is the founder of Stacey Hanke Inc. She has trained and presented to thousands to rid business leaders of bad body language habits and to choose words wisely in the financial industry to the healthcare industry to government and everyone in between. Her client list is vast from FedEx, McDonalds, Google, Kraft Heinz, Nationwide, Boeing, Discover and Oracle. In addition to her client list, she has been the Emcee for Tedx.  She has inspired thousands as a featured guest on media outlets including; The New York Times, Forbes, Entrepreneur, Thrive, SmartMoney magazine, The Economist and Business Week.  

How to Become a Great Leader

Today's Inside BS Show is about you becoming a great leader. Dave Lorenzo interviews Leadership Expert, Karen Colligan. Join us today for a fantastic conversation about building leadership skills and becoming the best you can be.

Chapters:
00:00 How to Become a Great Leader
01:30 How Karen Colligan Became a Leadership Expert
02:50 Promoting the Best Practitioners into Management is a Huge Mistake
05:00 Create Two Success Tracks in Your Organization
08:20 How Does Self-Awareness Figure into the Leadership Equation
10:40 Karen Shares the Key Communication Skills of Great Leaders
12:00 How Does Vulnerability Figure into Leadership?
14:00 Can We Teach People to Become Leaders or Do You Have to Be Born That Way?
17:00 How Can We Teach Empathy in Leadership?
23:30 Should We Train Everyone to Be a Leader or Just Select Certain People?
28:00 What Are Some Things You Can Do to Demonstrate Leadership to Your Boss?
29:30 How Does a Leader Manage Politics in the Office?
32:00 How Does a Good Leader Address Toxic People?

Karen Colligan
Founder & Principal
PeopleThink
(415) 710-2264
[email protected]

About Karen Colligan
Karen Colligan is a leadership expert who is on a quest to equip new and advancing leaders to leverage their uniqueness, unleash their leadership potential, and become the leader only they can be. 
Karen founded PeopleThink in 2000 and the name says it all.  She has never wavered in her belief that people can do more and be more if they choose to.  As a corporate leader, consultant, facilitator, and executive coach, she has helped numerous organizations develop and retain their most precious asset: their PEOPLE.  She has created leadership initiatives and team initiatives, coached hundreds of leaders to create a vision, design goals toward that vision, and take action to achieve it.  The result of this is her signature leadership development program: Keep it Real™ Leadership, a blended learning approach that combines online individual and group learning opportunities with practical application and accountability.
In her Let's TAWK Leadership Podcast Series she interviews remarkable leaders at all levels within multiple industries who share their unique leadership style.  
Karen moved to Manhattan in November 2020 from San Francisco (yes, in the middle of a pandemic).  She received her BS in Organizational Development from the University of San Francisco, and is an active member of the USF Mentoring Program.  She is member of ProVisors New York, loves the Jersey Shore and seeing live music brings her great joy!

There may be a huge pile of money waiting for you in your business. Jeff Newcorn is the guy who can help you find it. On this episode of the Inside BS Show, Dave Lorenzo interviews Employee Tax Credit expert, Jeff Newcorn. Join us and you'll discover the opportunity that may exist in your business.

Chapters:
00:00 The Hidden Money In Your Business: Employee Tax Credits
01:01 Is it possible to run a marathon in all 50 states?
06:29 What are Employee Tax Credits?
08:56 Who is eligible for Tax Credits
11:30 How much can your business receive from tax credits?
12:52 Can people still get credit for employee retention during the COVID 19 pandemic?
15:52 Who Qualifies for the Work Opportunity Tax Credit?
18:49 Tax Credits: How do they work?
23:30 Why do CPAs/Attorneys work with a Tax Credit Expert like Jeff?
30:05 How did Jeff become a Tax Credit Expert?
31:43 Which Industries are eligible for tax credits?

Jeff Newcorn
Employee Tax Credits Expert
(847) 813-6622
[email protected]
https://rjeffrey.com/

About Jeff Newcorn:
Jeff Newcorn, an entrepreneur and proclaimed self-starter, created a professional tax credit business in 1998 and it continues to flourish to this day.  His broad background in accounting and financial systems provided the basis to offer a service that was simple to explain and easy for clients to use.  His technical background gave him the skills to build a system to manage and track the tax credit his company administers.  His business got early traction in the McDonald's system and has provided these tax credits to over 200 McDonald's owners.  To help sustain these government-enabled credits, Jeff joined a group of leading tax credit companies and participates their lobbying efforts in Washington, where he has met with many of the politicians you see on TV.
Jeff's personal life mirrors the self-starter personality and drive it takes to run a business. After his first marathon in 1996, he tapped into his love of running.  Soon after he expanded his love of running and love of travel to pursue the goal of running a marathon in every state, which he completed in 2017. His outdoor passions also include long distance biking both domestically and doing overseas bike trips.

An independent insurance agent can change your life. Well, he or she can change your business. If you think that is a powerful statement, you need to join Dave Lorenzo for this episode of the Inside BS Show. On today's show, Dave interviews Nat "the insurance guy" Scopelliti. Nat walks Dave through all the aspects of insurance and how they impact your business.

If you own a business, you cannot afford to miss this episode of our show.

Chapters
00:00 A Relationship with an Independent Insurance Agent Can Change Your Life
01:19 What is the difference between a Captive Agent and an Independent Insurance Agent?
02:56 How do people know whether they're dealing with an independent Insurance agent or a captive agent?
06:56 How much General Liability Coverage is required for a Business?
09:11 What impact has working from home had on insurance?
11:07 Why do similar businesses pay different rates for insurance?
13:30 What is professional liability insurance? Is it necessary?
18:29 How are insurance rates calculated by the underwriters?
21:21 What is cyber liability insurance?

Nat Scopelliti
“The Insurance Guy”
(646) 747-6282
[email protected]

About Natale Scopelliti:
My insurance career began over 17 years ago working for a national brokerage firm. I learned a lot working on national accounts but missed that interpersonal relationship aspect of our business. In 2007 I happily came to work for Honig Conte Porrino Insurance Agency, a firm with roots that go back over 100 years. I found my place at Honig Conte through developing long-standing relationships with business owners: through consulting with them and placing insurance for commercial and personal lines accounts, they began to see me as an advisor rather than just an agent.

I take great pride in what I do - I always put in the extra effort needed especially when reviewing an account. No fluff, I want to be seen as an advisor, someone you can always count on for my expertise. The greatest compliment is when existing clients refer me to their friends, family, and network.

Professionally I have earned the designation as a Certified Insurance Counselor and was past President of the Greenwich Village Chelsea Chamber of Commerce. On a personal note, I am a proud husband and father, and enjoy weekend road trips with my family, cheering on my children at dance class or on the soccer field. When I can make the time, you can find me watching a NY Rangers game. I’ve been a fan since I was a kid and I stick with them no matter what! That thankless fan attitude is the same dedication I bring with me to work!

Are you ready to change the way you think about money?

On this edition of the Inside BS Show, Dave Lorenzo interviews Abundance Activist Ellen Rogan. She will help you shift your financial focus and develop a healthy attitude toward money. This show will change the way you think about your financial future.

Chapters:
00:00 Change the Way You Think About Money
01:28 Where did the term "Abundance Activist" come from?
04:26 Why do people feel the need to constantly compare themselves to others?
08:57 What is Ellen's advice to office workers to encourage them to be more collaborative?
10:33 What is the most creative and intuitive aspect of a financial problem, as opposed to the practical and analytical side?
12:54 What do people overlook when they think about money?
17:55 How does Ellen's positive messaging help people breakthrough?
21:19 What is Ellen's strategy for developing a financial plan?
25:32 Ways to replace financial stress with something more beneficial in our lives

Ellen Rogin
Abundance Activist
[email protected]
(847) 716-7792

About Ellen Rogan:
Ellen Rogin, CPA, CFP® and Abundance Activist® has made her life’s work educating, counseling, and guiding people to grow their prosperity and to use it as a force for good in their lives and in the world.
She is the co-author of NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. 
Ellen speaks across the globe on creating success and abundance.
Chock full of “left-brain” credentials (MBA, CPA, CERTIFIED FINANCIAL PLANNER™), Ellen also walks on the “right” side, balancing values, big picture ideas, meditation and a sense of humor with her professional training. She’s as comfortable talking about the power of compound interest as she is the power of belief. 
Ellen is a TEDx presenter, and her work has been quoted in such national publications as The New York Times, Money, Time.com, and Forbes.com. 
Ellen also consults with people to enhance their relationship with money by tapping into her years of experience and intuition for personalized messages from money.

How to Balance Work and Family as an Entrepreneur

If you've been struggling with balancing work and family as an entrepreneur, you cannot afford to miss this episode of The Inside BS Show.  Today Dave Lorenzo interviews Bridgette Ferraro, the CEO of iCopy, a business that helps lawyers obtain medical records.

Join us.

00:00 How to Balance Work and Family as an Entrepreneur
01:00 How did Bridgette become CEO of iCopy?
02:03 What does iCopy do for lawyers?
05:12 How has the firm progressed since Bridgette's arrival?
07:24 How many people are involved in iCopy's process?
08:47 How iCopy makes it simple for lawyers to obtain legal information
11:34 What sets iCopy apart from its competitors?
13:39 How does iCopy handle lost or inaccessible data?
16:21 Who is the ideal iCopy client?
18:20 What are the issues that iCopy encounters from attorneys?
20:43 How iCopy levels the playing field for attorneys who don't have large teams.
22:16 How much time does Bridgette dedicate to company growth vs operations?
28:19 How does Bridgette balance a growing family and a complicated business?
36:22 Is it better to have a combined work and home schedule or a separate timetable?

Bridgette Ferraro
CEO
iCopy
(765) 404-9588
[email protected]

About Bridgette Ferraro:
I have over a decade of combined experience in local and international organizations. I am passionate about connecting individuals and organizations to innovative ideas, programming and systems that optimize growth. CEO and part owner at iCopy Legal has been one of my most exciting roles. iCopy is a records retrieval and subpoena preparation solution, prioritizing customer service and partnership with our clients. Founded more than 10 years ago with "by attorneys, for attorneys" at the heart of our business model. Our platform, Nimbus expedites the process and improves the client experience. Nimbus is a proprietary cloud-based software which maximizes transparency and communication, that provides records seamlessly and efficiently.

Why You Need a Relationship with a Banker

This episode of The Inside BS Show takes us inside the world of a banker. Join Dave Lorenzo as he interviews Michael Samuels, a Banker with Flushing Bank.

00:00 Why you need a relationship with a Banker
01:15 The Inspirational Background of Michael Samuels
04:57 Why relationship-based selling is better than cold calling
08:34 What are the many responsibilities of a commercial banker?
13:47 What is the difference between working with a Community Bank, a National Bank, or a Multinational Bank?
21:18 How to Build a Relationship with a Banker

Michael Samuels
Vice President
Flushing Bank
[email protected]
646-923-9536

About Michael Samuels
As a career banker for Flushing Bank, I am dedicated to putting my clients’ needs first in every interaction. I facilitate businesses with owner-occupied commercial mortgages, loans, lines of credit, and deposit accounts. Contact me at [email protected] or call me at 646-923-9536.