Tag: leadership

Read Summaries of the Inventory Management + Growth Summit Here

Robert LockardNovember 11, 2021
Read summaries of the Inventory Management + Growth Summit and watch the full presentations for free, Fishbowl Blog

At the end of September 2021, Fishbowl hosted its first-ever Inventory Management + Growth Summit with numerous business experts. These include:

  • Entrepreneurs
  • Intuit executives
  • Accountants and QuickBooks specialists
  • Fishbowl experts
  • Marketing professionals
  • Former Navy SEAL
  • Former MLB All-Star
  • Published authors

There’s something for everyone in this summit. We’ve put together summaries of their presentations in the following blog posts. Click any and all of them to check them out at your leisure.

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Posted In events | small business
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Motivation to Make a Mindshift for Your Business by Dawn Brolin

Robert LockardSeptember 29, 2021Leave a Comment

Dawn Brolin is the President & CEO of Powerful Accounting. The accounting community has been suffering for the past 18 months, and small businesses have been feeling that same pain and relying on them to survive the pandemic. She decided to ensure her Connecticut firm would thrive during COVID-19 by putting the right technology in place.

Her books, The Designated Motivator and The Designated Motivator for Accounting Professionals, are designed to give businesspeople the push they need right now. Although we can’t tell the future, we can help clients glide over speedbumps as they come up by presenting them with the best-of-breed technologies now, not later.

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The Customer Journey and How to Retain by Austin Anderson

Robert LockardSeptember 29, 2021Leave a Comment
Austin Anderson is a presenter at the Inventory Management + Growth Summit.

Austin Anderson is the Vice President of Training and Support at Fishbowl.

Fishbowl has experienced a lot of innovative changes and growth over the last 4-5 years, and Anderson is excited to tell you about how they’ve happened.

Most of a Fishbowl customer’s lifecycle is spent with the Support team. They spend 45 days with the Sales team and 60-90 days with their Implementer. The rest of their time is with Fishbowl Support. It’s important to help them with their ongoing concerns and challenges to keep that relationship strong.

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How to Build and Lead a Strong Team by John Choate

Robert LockardSeptember 29, 2021Leave a Comment
John Choate is a presenter at the Inventory Management + Growth Summit.

John Choate is the Managing Director of SA-720TM Strategies, a consulting firm providing seminars on cross-functional teamwork and strategic planning based on principles derived from the U.S. Special Operations community and successfully employed in the corporate world.

He began his professional career as a naval officer in the SEAL teams. Following completion of training as the officer-in-charge of SEAL training class 218, he spent the next 12 years in both active and reserve billets deploying overseas in support of national security objectives.

In addition to receiving various personal awards for classified special operations, more significantly his operational teams have received numerous distinguished awards. These include three Navy Unit Commendation medals, two Meritorious Unit Commendation medals, and the Presidential Unit Citation personally awarded to his SEAL platoon by the President of the United States.

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How to Prepare Yourself and Your Team for Growth and Scaling by Andrew Smith

Robert LockardSeptember 29, 2021Leave a Comment

Andrew Smith is the Cofounder and Managing Director of the Savory Restaurant Fund, a Mercato Partners food-and-beverage-focused practice founded in 2018. Savory closed Fund I at $100M in October 2020 and a subsequent $100M Fund II in May 2021. Currently, Savory owns five beloved brands, including Mo’Bettahs, Swig, R&R BBQ, The Crack Shack, and Via 313. Savory operates 95 restaurants in five states and will add an additional 45 locations over the next 12 months.

Smith spent the last 23 years as an entrepreneur, cofounding three different technology companies from 1998-2008 and entering the restaurant industry in the middle of one of the greatest recessions. Since 2009, he has assisted in developing, acquiring, and operating 200+ restaurants across 11 states, generating more than $1.5 billion in sales.

He received the EY Entrepreneur of the Year® award in 2017. His businesses were also Inc. 500/5000 Honorees for 10 years.

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Posted In events | finances | food and beverage | small business
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Creating a Persevering Mindset by Dale Murphy

Robert LockardSeptember 29, 2021Leave a Comment

Dale Murphy was drafted in the first round of the 1974 Major League Baseball draft by the Atlanta Braves. He went on to have a long and successful career, winning back-to-back National League MVP Awards (youngest player in history to achieve this feat at that time), as well as five Gold Gloves, four Silver Sluggers, and numerous other awards and honors through the years.

He was a seven-time All-Star and still today is known as one of the most beloved athletes to ever play in Atlanta. Off the field, he is known for his integrity and his determination to play the game the right way. He was inducted into the Braves Hall of Fame in 2000. His number (3) was retired in 1994 and hangs today in SunTrust Park as a tribute to his celebrated career.

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Success on Amazon – What You Need to Know by Joe Hansen

Robert LockardSeptember 28, 2021Leave a Comment

Joe Hansen is a seasoned entrepreneur and business executive and the CEO & Founder of Buy Box Experts. He cofounded and sold four other companies prior to starting Buy Box Experts in 2013, quickly growing it into one of the most profitable and invaluable digital performance marketing agencies for merchants on Amazon.

In 2015, he also co-founded the PROSPER Show with James Thomson where they were responsible for growing the business from a two-person startup to the largest U.S.-based educational conference for Amazon Sellers. The company was successfully sold to Emerald Expositions (NYSE: EEX) at the end of 2017.

Hansen developed The Marketplace Flywheel®, a proprietary brand and revenue optimization process that the Buy Box Experts team of 200+ employees use to create quick and long-term growth for brands on Amazon.

Want to know how to grow your business and brands on various ecommerce marketplaces, particularly Amazon? Hansen has the answers you’re seeking.

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How to Create a Culture of Growth by Blake Modersitzki

Robert LockardSeptember 28, 2021Leave a Comment

Blake Modersitzki is a General Partner at Pelion Venture Partners. He joined Pelion in 2002 and has led the firm through four successful funds. He is focused on backing entrepreneurs building unique and disruptive technology. Over the years, he has led investments in Redhat, Riverbed, Fusion.io, Integral Ad Science, DOMO, enCommerce, Soasta, and Metacloud.

Prior to joining Pelion, Blake was Managing Director for Novell Ventures and VP of Strategic Business Development. He directed Novell’s venture strategy, including both its direct investments in companies and indirect investments in venture-capital funds. During this time, he served on the boards of several public and private companies, as well as the advisory boards of several venture-capital firms.

As a venture capitalist, he spends a lot of time with entrepreneurs and business founders, learning about their challenges.

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Inventory Management + Growth Summit QuickBooks Panel

Robert LockardSeptember 28, 2021Leave a Comment

Fishbowl invited several QuickBooks experts to share their thoughts on the accounting software, industry, and more. The participants in this panel are:

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Posted In accounting | events | finances | quickbooks inventory management
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The Future of Fishbowl Products by Kendrick Hair

Robert LockardSeptember 28, 2021Leave a Comment
Kendrick Hair is a presenter at the Inventory Management + Growth Summit.

Kendrick Hair is the Chief Technology Officer at Fishbowl. The company is celebrating its 20th anniversary this year. It’s helped to have quite a few members on the team who’ve been there for many years. Fishbowl’s customers and partners have also contributed a great deal of insights into how to improve the inventory management software.

The feedback Fishbowl’s Development team receives from customers isn’t always positive, but it always yields positive results. That’s because Fishbowl has a customer-centric solution that it’s constantly refining based on input from those it’s intended to benefit.

Fishbowl started as an inventory solution. Then it added QuickBooks integration, which has been hugely significant. It later added even more functionality via plugins and integrations.

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Posted In events | fishbowl software | inventory management software | online inventory management | plugins
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