Compliance Expert
Compliance Expert
AvivaSpectrum
Welcome to Compliance Expert Radio, hosted by Sonia Luna, CEO of Aviva Spectrum, the premier provider of Cannabis Accounting, Cannabis Compliance and Taxes. Thought leader of BlackLine software implementations, Accounting Automation & Advisory, Internal Audit, SOX compliance, and Risk Management Services.
COVID Impact on Cannabis Sales
Understand what and how we are impacting cannabis sales. We'll cover the average price per transaction during the month of March and months following the California shut-down due to COVID.
Sep 18, 2020
15 min
Cannabis Retailer Looting and Theft How and What to Report to BCC
We explore the question of, when where and how to report STOLEN cannabis from looting or riots. We'll cover best practice documentation ideas and documents you'll need to meet the various California Cannabis regulations. In general, when a licensed cannabis retailer has experienced a theft, the retailer must notify the BCC within 24 hours from the date of the incident. Any theft, loss, and or Criminal Activity fall within section 5036 of the Bureau’s regulations. Notification and Request Form, BCC-LIC-027 is located here. You can submit this form via email located here. We'll discuss what to expect after you file and how to keep your record available for 7 years.
Jun 2, 2020
14 min
Cannabis Retail Sales Strategies During COVID 19 Pandemic
With COVID19 cannabis retailers must prioritize the customer experience, and educate sales teams effective strategies to deal with difficult situations, handle resistance, avoid liability, better manage their time, and ensure clients are comfortable and reassured. Want to learn how to maximize the confidence and success of cannabis retail sales professionals. Discover a proven step by step training method to get your team to learn the importance of focusing on people, rather than product. Understand how to build a relationship of trust and loyalty with customers. Active listening tools, asking the right questions, knowing the product, and guiding customers to the best solution for their specific needs encourages informed purchasing decisions, satisfied customers, retention, and referrals. This interview we'll discuss how to get: Real Results * Real Education * Real Success! Melissa Jane (MJ) Stapley, founder of MJ Hybrid Solutions, started her journey in the cannabis industry in 2014. She left her corporate management career and joined the cannabis industry to work for CV Sciences, a CBD manufacturer. After discovering a need for cannabis employee training, MJ combined her passion for sales training and cannabis education to develop the MJ Hybrid Training System. With her 12 years of corporate sales experience and 5 years of cannabis industry expertise, MJ created a training for cannabis employees that is both scientifically accurate and helps employees better sell to customers. Her mission is to legitimize the cannabis industry through proper employee education and training.
Apr 2, 2020
40 min
CARES Act - COVID 19 Loan Programs US Stimulus Packages
Sonia Luna covers highlights of the Small Business Administration (SBA) and the Department of Treasury programs created through the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Visit the following websites for new guidelines: SBA – here you will find information on all COVID-19 related programs that SBA is providing, including the Paycheck Protection Program, Economic Injury Disaster Loans and Emergency Grants, and Small Business Debt Relief.  Department of Treasury –  here you will find information on the Paycheck Protection Program, as well as other tax provisions meant to help employers, including non-profits. To help small business owners and entrepreneurs better understand the new programs you can always reach Aviva Spectrum at: [email protected]
Apr 1, 2020
14 min
Can't Pay Your Rent? How to work with your cannabis landlord during coronavirus?
Forgot about your lease terms and eviction clauses when you signed your lease over a year ago? Don't worry most of us forget about all the terms and conditions we cover in a typical lease. Aviva Spectrum specializes in offering CFO and accounting advice for cannabis companies and some are hit hard because of the recent Coronavirus Outbreak. Even though the President just signed a 2 Trillion Dollar relief package today on March 27th, 2020. NONE of those dollars cover cannabis companies! In our local city in Los Angeles, Mayor Garcetti, orders a moratorium on evictions and yes, this includes cannabis companies. In this episode, I'm going to offer free and clear advise on how to: When and how to give your landlord a good heads-up?How to determine if you should pause payments for a month or two?Determine if you can give them a later due date to better coincide with your customer payments?What to look for in your tenant lease to find out what remedies your landlord can take. We'll cover what you can do today to find out your free cashflow and when things become too tight! Aviva Spectrum offers a cashflow analysis and we'll share what's covered to help all cannabis companies to determine what they should do in this new Coronavirus outbreak. Want a free cash flow analysis then email us at: [email protected].
Mar 28, 2020
12 min
Insurance Impact From The Coronavirus - How Cannabis Companies Can Prepare
The Coronavirus has created the most unprecedented business disruption that we have seen since the 2008 financial crisis. We will be interviewing cannabis insurance industry expert Alana Long. This is the first pandemic that has rocked our country and businesses to the core in over 50 years. Learn from cannabis industry experts about what insurance coverage is actually out there today and what you can do to file the right claims at the right time. Understand what supporting documents you'll need when the government offers assistance to the cannabis industry. Leverage insight about how to account for insurance claims and even business losses which may occur in this critical time.
Mar 19, 2020
30 min
2019 Farm Bill Hemp & CBD How to Grow Your Cannabis Business Revenue
Learn about tax advantages you can take from the NEW tax bill and also the new FARM BILL. Understand how to differentiate your operations from CBD sales and selling expenses and those that are "plant touching" activities.
Mar 21, 2019
7 min
Nicole Johnson: How to Deal with Cannabis Taxes
Sonia Luna interviews practice leader Nicole Johnson on strategies to deal with cannabis taxes. Aviva Spectrum has won "Best Accountant" for the California Cannabis Awards in 2018 and we're sharing the tips and tricks every cannabis business owner needs to understand before they file their 2018 tax returns. Nicole M. Johnson, EA, is a Practice Leader with Aviva Spectrum and works out of Los Angeles, California. She has over 20 years of professional experience, with a focus on training, accounting, and tax. As an enrolled agent (EA), Nicole is federally authorized to practice tax and has technical expertise in the field of taxation. She is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels – examination, collection, and appeals – of the Internal Revenue Service. Having worked with clients across a number of industries to determine the best way to resolve tax liability, Nicole can analyze how to minimize tax debt and expense as much as possible. She has extensive accounting experience along with detailed tax knowledge, which puts her in an ideal position to offer her clients the best solution-based accounting and tax services. For a FREE Cannabis TAX diagnostic consultation email us at: [email protected]
Aug 20, 2018
11 min
Elena Gomez: Handling a Company's Growth
In this one of a kind interview with Zendesk CFO, Elena Gomez, Sonia Luna uncovers some of the best practices and lessons learned from someone who's been there! With an unparalleled knowledge of the SaaS business model and proven ability to build teams and partner with business leaders, Elena has been invaluable to the company.  Prior to joining Zendesk, Elena spent 6 years at SalesForce, where she helped build a world-class finance department.   Throughout her two-decade career in finance at Fortune 500 companies, including Visa and Charles Schwab, Elena has built a track record of strategic financial leadership.    Elena holds a Bachelor of Science in Business Administration from the University of California, Haas School of Business, and is a National Board Member of the non-profit, Spark.
May 30, 2017
25 min
Gayle Edwards: Financial Transformation with BlackLine
In this exciting interview CEO of Aviva Spectrum Sonia Luna, interviews Gayle Edwards, Managing Director, Professional Accounting Solutions (PAS). Gayle Edwards has over 25 years of experience in hotel operations, starting as a night auditor and advancing to the VP of Finance level.  Her impressive track record and wealth of operational insight allows her to be the resident BlackLine expert for PAS and pasUNITY.  By leveraging her deep knowledge of back office operations, Gayle has been able to successfully introduce BlackLine into hospitality, creating one of the largest Blackline Partners deals to date. Gayle earned a BA from Penn State.
Apr 4, 2017
26 min
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