Fast Break

S2-Ep 11: How a Strategy of Giving Back Fuels Your Business Growth

Working collaboratively with local non-profits, businesses, community leaders, donors, and volunteers can solve big picture issues that no one person or organization can address alone. 
On this episode of Fast Break, Matt is joined by Renee Moe, CEO of United Way of Dane County to talk about why, as a small and growing business owner, you should be  thoughtful about your philanthropic strategy and the impact that your organization's giving can have on the community. Your involvement in building a stronger, healthier, and more connected community creates an environment where your business can thrive.  
 
"When people have the experience, and exposure, and leadership courage to help partner and lead change, I think that is a way that we can help empower small and growing businesses to not only become stronger leaders in their own businesses, but become stronger leaders in our communities.”   
–  Renee Moe, CEO of United Way of Dane County 
 ________________________
Hosted by Matt Cranney, Executive Vice President of M3 Elevate.

S2-Ep 10: Navigate the Personal Lines Storm - Strategies to Tackle Soaring Rates in a Hard Market

As rising claim costs result in increasing volatility throughout the market, personal insurance lines such as home, auto, and umbrella coverage are impacted as well. 
On this episode of Fast Break, Matt is joined by Jennifer Vanderlip, Amy Schroeder, and Kim Nichols from the M3 Elevate team for a personal insurance conversation. They discuss factors impacting the market today, including severe weather events, increasing car repair costs, and the rising cost of medical care. Tune in to learn what all this means for the future of the personal insurance market. 
"Insurers will likely start adding mitigation requirements on a consistent basis... from an eligibility perspective, you might start seeing them request things like water shutoff valves in order to qualify.”   
- Jennifer Vanderlip, Personal Lines Lead with M3 Elevate
 ________________________
Hosted by Matt Cranney, Executive Vice President of M3 Elevate.

S2-Ep 9: Helping Your Employees Navigate the Individual Health Marketplace During Open Enrollment

It’s open enrollment time for Individual Health plans. As a small business owner, you may have employees who need to shop the marketplace for a variety of reasons. However, the Individual Health Marketplace can be confusing to navigate. With all the different plan options out there, how can your employees know that they are choosing the best plan to fit their needs?   
On this episode of Fast Break, Matt is joined by Natalie Damro, an account executive on the M3 Elevate team who specializes in individual health. Matt and Natalie cover guidance for individuals across the employment spectrum whether someone's retiring early, a 1099 employee, or experiencing a gap in employment. Tune in to learn how Natalie works to simplify the complicated marketplace so you and your employees can feel confident in choices regarding individual health plans. 
________________________
“Most individuals out there are scared of health insurance and kind of everything that it brings to the table. Most people don't have that resource and to ask the hard questions to or don't feel comfortable doing so. And that's what I'm here for.”   - Natalie Damro, Account Executive for Individual Health with M3 Elevate
________________________
Hosted by Matt Cranney, Executive Vice President of M3 Elevate.

S2-Ep 8: Act Now, Relax Later - Help Your Team Get Ahead of Medicare Open Enrollment

The Medicare space can often be confusing or overwhelming to people. In this episode of Fast Break, Matt has invited four members of the M3 Elevate Medicare team – Virginia Van Haren, Jason Haglund, Rachel Hug, and David Schuebel – whose every day focus is helping businesses and individuals navigate the complex world of Medicare.  
In this conversation with Matt, these four Medicare professionals share their insights and wisdom on the best ways to grow and protect your business by having good insights about and a practical strategy for the Medicare program. As an employer, you will come away with practical advice that you can offer anyone at or approaching the eligibility age as we head into the 2024 open enrollment season.
________________________
“In the world of small business, [you] may not have a large HR team. [You] may not have access to the information on Medicare, and I think one of our jobs is to make sure that we're educating [your] team as well as [your] employees.”   - Virginia Van Haren, Medicare Lead with M3 Elevate
________________________
Hosted by Matt Cranney, Executive Vice President of M3 Elevate.

S2-Ep 7: Employee Health and Wellness: Nice or Necessary? - with Euan Findlater + Tyler Stuntebeck

When employees are healthy, they're more productive, more engaged, and less likely to miss work. On this Fast Break, Matt welcomes Tyler Stuntebeck, M3's population health and wellbeing manager and Euan Findlater, general manager and personal trainer at CrossFit Mojo - two experts who are dedicated to employee health and its impact in creating a thriving workplace. 
Tyler, Euan, and Matt delve into how investing in and supporting your employees in attaining their basic wellness needs can lead not only to a reduction in chronic disease among your employee population, but an increase employee productivity, satisfaction, and loyalty. 
________________________
“Everything is so interconnected and I think we've realized that if we are supporting our health, our fitness, we can see direct benefits in the workplace.”   - Euan Findlater, CrossFit Mojo
________________________
Hosted by Matt Cranney, Executive Vice President of M3 Elevate.

S2-Ep 6: Where You Work is as Important as How You Work with Tim Cleary

Our working environments have undeniably shifted over the past decade. In an increasingly hybrid working model, does your business space matter? We’ve invited Tim Cleary, Executive Vice President at Ideal Builders to Fast Break for a conversation on how your physical space can impact the overall success of your business.
Tim and Matt discuss how the lines between business, home, and recreational spaces have blurred in our post-COVID world, if we were on this trajectory pre-pandemic, and what it all really means for you and your business as you look to attract and retain top talent.   
________________________
“People are less afraid [to say], ‘Our brand is one of excellence and our space is going to match that. Why? Because we're going to recruit the best talent and we expect to attract the type of customers that are looking for the best.’ ”   - Tim Cleary, Ideal Builders
________________________
Hosted by Matt Cranney, Executive Vice President of M3 Elevate.

S2-Ep 5: Your Old IT Equipment - A Hidden Security Threat with Neil Peters-Michaud

This episode of Fastbreak features Neil Peters-Michaud, Founder and CEO of Cascade Asset Management, discussing an aspect of business that has been far too long neglected: the retirement of old IT equipment. Neil explains the importance of properly retiring your old equipment to ensure your business is remaining secure and sustainable.
Not only will you gain practical knowledge on retiring old IT equipment to ensure your business is safe from a data breach, but you will also learn why you should reevaluate your values regularly, the importance of continuous education, and why outsourcing is sometimes necessary.
Resources
Cascade Asset Management: https://cascade-assets.com
Certified Electronics Recyclers: https://www.epa.gov/smm-electronics/certified-electronics-recyclers
e-Stewards: https://e-stewards.org
R2: https://sustainableelectronics.org
________________________
“I think the thing we’re doing successfully at Cascade is being true to what we know how to do, understanding when we need to go out and bring more talent to help us.” 
- Neil Peter-Michaud, Cascade Asset Management
________________________
Hosted by Matt Cranney, Executive Vice President of M3 Elevate.

S2-Ep 4: Banking Crisis & Recession - Protecting Your Business in an Uncertain Economy with Corey Chambas

We’re living in uncertain economic times, but where are we headed, and how can small businesses protect themselves? The media doesn't always provide accurate information or sound counsel. That’s why we’ve invited Corey Chambas, President & CEO at First Business Financial Services, Inc., to give us the facts.
Corey breaks down everything from what’s happening with the banking crisis, why it’s happened, if we should be worried about our own banks, and what to do moving forward to ensure we’re safe and secure. Corey provides practical advice on how to be consistent, calm, and ready amidst the economic crisis.
________________________
“This recession has been forecasted for a long time, everyone's seen it coming... but that doesn’t mean things have to get worse for a given business. It depends on how you react to the situation. Did you prepare and plan? And can you play offense when others are playing defense?” 
- Corey Chambas, First Business Financial Services, Inc.
________________________
Hosted by Matt Cranney, Executive Vice President of M3 Elevate.

S2-Ep 3: The Biggest Mistake Small Businesses Make During Tax Season with Chase Inda

As a small business owner, tax season can be daunting; but it doesn’t have to be! In this episode of The Fast Break, we break down what can sometimes seem like an overwhelming topic into actionable steps toward a more profitable tax season this year and for years to come.
Chase Inda, Tax Partner at Baker Tilly, has worked at Baker Tilly since 2006 and while you may have never heard the words “passion” and “taxes” strung together in a sentence before, it surely reigns true with Chase. His passion is clear as he shares the wisdom he’s learned over the years and supplies tactics for small businesses during tax season. Throughout the episode, Chase discusses actionable items such as minimizing payroll taxes and maximizing deductions, and he touches on some of those confusing acronyms like “ERC” and “PPP” and how they affect your business. So, tune in “now, for tomorrow.”
________________________
“Now, make sure your foundation is set in the current and be ready to change. We are in a world that–even in the tax code world and even more so for business owners–change is immediate. Tomorrow is really the right narrative.” 
- Chase Inda, Tax Partner at Baker TIlly
________________________
Hosted by Matt Cranney, Executive Vice President of M3 Elevate.

S2-Ep 2: Real Growth and Protection Stories About Businesses We’ve Worked With - Featuring the M3 Elevate Team

In today’s episode, we’re joined by M3 Elevate team members James VanBuskirk, Starie Thompson, Jennifer Vanderlip, and Virginia Van Haren. The team shares their insights and experiences on a variety of topics from business insurance, employee benefits, personal lines, and Medicare.
The team provides real stories from real businesses employing effective offensive and defensive tactics, and discuss the strategies your business should implement in 2023 to optimize growth and protection.
__________________
Timestamps:
Setting up the defense you actually need–not what you thought you needed
00:00 A special giveaway
01:52 M3 Elevate Team introductions
03:20 Business growth through offensive strategies
03:44 The importance of disability insurance
04:48 Signs your current insurance broker isn’t working for you
06:43 How to address Medicare questions
07:41 Forward-thinking coverage for your business
09:25 Business protection through defensive strategies
09:40 The importance of benefits in regard to retention
11:11 The defense you think you need versus the one you actually need
12:59 Where to send employees that are retiring
14:08 Creating the right insurance plan for your business
16:30 The best insurance advice for your business in 2023
16:58 Using employee benefits to set your business apart 
17:22 Doing your research so you know what’s out there and what exactly you need
18:11 2023 70 million 65+ Medicare
18:55 The importance of cyber coverage
20:00 The Fastest Break
________________________
“What we’ll typically do for playing defense is incorporate that offense as well. We’ll talk through your company... the setup, what your ownership structure looks like... what does your typical year–or month or day or week– look like, and then build a program... to address everything, it’s going to address all of the risks, not just what you currently have or not just what your contracts say."
- James VanBuskirk, Account Executive & M3 Elevate Business Insurance Lead
________________________
Fast Break is hosted by Matt Cranney, Executive Vice President of M3 Elevate