EO Nashville Member News – September 25

September 25, 2020


EO Food Fest at the Factory

October 6, 2020, 6:30pm-9:30pm, The Factory at Franklin

Make plans now to join your EO friends for a BIG night out at our revamped annual October event. We will spread out through five separate socially distanced venues - most of which are outside in open air. Each location will have 12 tables spaced apart, with only 4 seats at each table.  Space is limited, so register NOW to reserve a spot! REGISTER

The Diversity Advantage with Anton Gunn

October 23, 2020, 7:30am-9:30am, Saint Elle, 1420 3rd Ave. S.

Anton J Gunn is an authority on why diversity and inclusion is important to your business. He will explain how "Understanding Racial Justice Can Build Your Company’s Culture and Boost Your Bottom Line."  Don't miss this timely discussion! REGISTER


Why You're Not Rich Yet with EO SAP Waddell & Associates

October 28, 2020, 4:30pm-6:30pm, LIVE at the EC

Join David Waddell and Teresa JW Bailey as they discuss the cognitive and behavioral biases that often keep entrepreneurs from optimizing their net worth. Learn how to recognize these entrepreneurial attributes and what to do once you identify a need for change. CLICK HERE for the LIVE event. CLICK HERE for the VIRTUAL option.


Important Survey - We Need Your Feedback!

We have put together a 10 question survey to help us know how we can best support ALL our members throughout the coming season and what we can do as a Chapter to continue to build on the community and meet our members where they are in their journey. If we don’t know, we cannot  improve, so PLEASE take a few moments to fill out THIS SURVEYYour feedback is SO vital and important to us. Thank you in advance!


New MyEO Group!

Josh Segall of EO Nashville has created a new MyEO group that many of you may be interested in joining! The mission of EO Nashville's Diversity, Equity, and Inclusion MyEO group is to provide members with an opportunity to understand the racial justice movement in America today, how it impacts their businesses, employees, and customers, and what actions they can personally take to increase diversity, equity, and inclusion in their businesses as well as in Nashville. 

CLICK HERE if you are interested in joining this group!




Please welcome our newest Strategic Alliance Partner, Martin & Zerfoss

Martin & Zerfoss has been in business since 1978 and collectively their team has over 700 years of industry experience. They create customized solutions for personal and business insurance clients as well as employee benefits. Over the years, they've aligned the company with insurance carrier partners that deliver both traditional and specialized products. Their team of highly experienced, insurance professionals will change the way you experience insurance. 

As an independent insurance agency, they have great relationships with many well-known, reputable insurance companies, giving you the power of choice.  Their risk advisors serve as your advocate from selecting coverage through filing a claim.  The advisors have a strong passion for risk management and protecting what you value most in business and in life. Their clients are part of our Martin & Zerfoss family.

At Martin & Zerfoss, they believe their clients’ financial security and quality of life deserves the utmost dedication, expert advice and personal attention from a trusted partner.  As your risk advisor, they help you make smart decisions – protecting you from the unexpected and planning for the predictable

For more information or to schedule a forum visit, please contact:

Paul Steele
Taylor Ragan

 Martin & Zerfoss Forum Topics:

Insurance and Covid: What’s covered?

Risk Management: Planning for a Disaster

Testing Your Systems: IQRM’s
IQRM’s are tests they can administer created by industry experts in fields like cyber, fleet safety, business continuity, etc. A company can take a test to see what grade they get in a certain area.



CLICK HERE if you’d like to submit an item for EO Member News.

Articles & Columns

The Memphis Flyer published a column by a Waddell & Associates [David Waddell] employee about open enrollment and how to consider what employee benefits make sense for you. 

David Trainer [New Constructs] wrote about J. Jill, Shopify and Humana for Forbes. He also penned articles for Seeking Alpha

Awards & Recognition

The Nashville Business Journal released its lists of the largest advertising and public relations agencies in the Nashville area, ranked by 2019 advertising revenue and PR fee income, respectively. Included were:

  • Lovell Communications [Rosemary Plorin] ranked fourth on PR
  • The Bradford Dalton Group [Jeff Bradford] ranked fifth on advertising and seventh on PR
  • FoxFuel Creative [Colton Mulligan] ranked tenth on advertising

In the News

A Waddell & Associates [David Waddell] employee was quoted in a Medium article about the best ways to start investing in stocks and ETFs.

Erin Richardson [All-American Pest Control] shared insights for startup entrepreneurs with Inc.

An ESPN article featured Nashville SC [Christopher Redhage] and the club’s journey to formation, the 2020 season and the challenges it has faced this year, mentioning and quoting Newton Dominey [The Crag], president of the club’s fan group the Roadies. Nashville SC announced plans to build its 15-acre training facility in Antioch, as reported by Fox17, MLSsoccer.com, the Nashville Business Journal, the Nashville Post, NewsChannel5, the Tennessean and WSMV

The Nashville Business Journal asked Rosemary Plorin [Lovell Communications] how Nashville should market itself during reopening from pandemic closures. 

Nicholas Ogden [Clear Blue Equity] was quoted in the Nashville Post about development plans for two retail buildings, including one shaped like an airport hangar, in East Nashville. 

Two food critics at the Nashville Scene reviewed Strategic Hospitality [Benjamin & Max Goldberg] restaurant The Catbird Seat.

Liza Graves [StyleBlueprint] was quoted in a StyleBlueprint article about the one workout you should never skip: Monday’s.

Smith Gee Studio [Hunter Gee] is the designer on a mixed-use tower planned for Midtown, according to the Nashville Post

The Nashville Business Journal mentioned Sherry Deutschmann [BrainTrust] as one of 11 owners of a downtown condo unit who, among her fellow unit owners, has decided to sell the entire building, the Westview, as a whole. 

Ursa Health [Robin Clarke] has earned certified status for information security by HITRUST for its Ursa Health Platform, according to the Nashville Ledger.

The Read to Lead Podcast featured Michael Brody-Waite [Great Leaders Live Like Drug Addicts] to speak about his book, his road to recovery and the mask-free movement. 

Darek Bell [Bell & Associates] purchased six townhomes at the Heritage at Jefferson on Meharry Boulevard, according to the Nashville Business Journal.

O'Dwyers and the Nashville Post reported that the Bradford Dalton Group [Jeff Bradford] has picked up as a client Atlanta-based Roadie, a national crowdsourced same-day and urgent delivery company. The Nashville Business Journal asked Bradford how Nashville should market itself during reopening from pandemic closures and how clients are changing their marketing campaigns during the pandemic.

Strategic Alliance Partner News

First Horizon Bank has hired Cara Rhodes as vice president of client services for Middle Tennessee, according to the Nashville Business Journal, the Nashville Ledger, the Nashville Post, Williamson Homepage and Williamson Source. The Nashville Business Journal shared a Q&A with Middle Tennessee Region President Carol Yochem as part of its 2020 Power Leaders in Finance recognition. The Nashville Business Journal also shared what currency Yochem would create if given the chance.