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I am a visionary entrepreneurial senior executive with proven success…
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Articles by Dave
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Charity Event at Cycle Society
Charity Event at Cycle Society
We're looking for charities to participate in a fundraising event at Cycle Society in September. If you or any of your…
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Activity
1K followers
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Dave Bortnem reposted thisLisa Hake was my Lisa's incredible boss. My Lisa wowed this Lisa when she had the chance, and I wish she had several more years to do the same. She was awesome at her job, and I'm so grateful to Great Clips Inc. for continuing to raise funds for breast cancer research in Lisa's memory. Please consider helping if you can. You don't feel like it's part of your life, until it is. Finding a cure for all cancers, and especially breast cancer, will make life better and longer for all of us.Dave Bortnem reposted thisHi Friends and Colleagues, I’m reaching out with a heartfelt invitation to join me in honoring the legacy of Lisa Kummer — a beloved friend, colleague, and partner who we lost last June to triple negative metastatic breast cancer. Lisa was a fearless, joyful, and deeply respected leader whose impact continues to be felt by so many of us. Last year, Lisa and her loved ones formed “Team Lisa” for the Susan G. Komen Minnesota Race for the Cure, raising more than $25,000 to support breast cancer research — the top team in Minnesota and one of the top fundraisers nationwide. This May, Great Clips is proud to continue that legacy. We are assembling a team for the 2025 Race for the Cure and serving as an official sponsor. Our employees are participating, volunteering, and honoring Lisa’s memory — and we’d be honored to have you join us. We hope you’ll consider participating or donating to help us continue Lisa’s mission and celebrate her legacy. Your contribution helps advance the fight against breast cancer in Lisa’s honor. If you are in the Minneapolis area you can join the Great Clips Team for the race (Select “Great Clips” from the company dropdown, Use promo code MNGreatClips25 for $10 off (valid for family and friends too!). Thank you for the partnership and support — it means a lot to me. https://lnkd.in/gYbwDQJz
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Dave Bortnem shared thisDave Bortnem shared this"Act as if what you do makes a difference. It does." - William James Life is more than just a series of events - it's a network of causes and effects. Our decisions, no matter how small or insignificant have the potential to create personal and societal change. Creating impact does not lie solely in grand gestures. It exists in the everyday choices we make and the actions we take to improve our lives and those around us. In the end, it is the sum of these actions, these decisions, these moments that shape our collective reality. Have you considered what you can do today to make a change? ❤️ Natalie Herman #joy #happiness #whatinspiresme #mindset #impact #positivechange #feelthefeardoitanyway #natalieherman vc: social media
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Dave Bortnem shared thisProud of the team!Dave Bortnem shared thisThere are many reasons why I like my job and where I work, and this is one of them!!! The employees collectively supplied the household and Christmas needs for a young gal who wants to study medicine and her three small children. Proud of my co-workers and love this program's holistic approach. They house the families in their own apartments and supply child care in a safe environment while single moms attend tech school or college. Truly what Christmas is all about!!! "Jeremiah Program offers one of the nation’s most successful strategies for transforming families from poverty to prosperity two generations at a time. Jeremiah prepares determined single mothers to excel in the workforce, readies their children to succeed in school, and reduces generational dependence on public assistance."
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Dave Bortnem shared thisDave Bortnem shared thisOur Direct Benefits, Inc. marketing department is GROWING! We have a impact-making opportunity available for a developing marketing professional. Our Email Marketing Specialist will play an instrumental role in shaping our communications with our consumer clients and our agent clients. We offer best-in-class benefits, competitive pay, a fun and dynamic workplace and more. If you've got someone you know who might be a great fit, please share this posting!
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Dave Bortnem liked thisDave Bortnem liked thisThe last time I wrote a post like this was August 5, 2014 - my final day after sixteen years at Nuance. A lot has happened since. I had two quick turns: SPS Commerce – a great company, but not a great fit for me, and another un-named company that's probably better left that way. I learned important lessons from those brief stints. Ask hard questions before you say yes. Know what you can contribute. Know what you need in return. Know your non-negotiables. Culture matters more than almost anything. After that, Five9. I joined in October 2016 as an individual contributor, intent on retooling my sales skills for the SaaS era. The first year was hard. But with grit, grind, and a little luck I landed my first deal; ZeroRez. Thank you Scott Oremland! After that, Direct Benefits, thank you Dave Bortnem, Red Wing Shoes, thank you Tiffani Harding, Medtronic, thank you Steve S. Brown and countless others. The momentum only picked up from there. In 2020, I was asked to lead a team selling in the mid-market space. Who knew that only three months later the world would change as we know it? How we worked changed, and how we engaged with customers changed. The chaos of Covid only threw fuel on the fire. Only a year later, I was asked to lead the Midwest team as RVP, and then in 2022, the West Enterprise team. None of it would have happened without Doug Dopita. I can’t thank him enough for the trust he placed in me. I owe him so much for the success I’ve had during my time at Five9. He’s truly one of the best among us. It hasn’t all been sunshine. The Covid-boom faded, and the market shifted. New AI players emerged and evolved. Tough times led to tough decisions, and Five9 retrenched in August of 2024. I was asked to lead a leaner US Enterprise team and rebuild. New strategies. New skill sets. New resilience. Today, Five9 generates more than $1.1B in revenue. In 2016, it was $162M. Only ~160 publicly traded SaaS companies ever reach the $1B milestone. I'm proud to have played a part in that growth. Nine consecutive President's Clubs. Two Circle of Excellence Awards. One President's Award for Leadership were fun too. But nothing will match the thrill of watching the success and growth of my team. Playing a role in the careers of so many amazing people - whether early in their career or just working on their craft to become better - is what I will take away from these last ten years. To my team - Dawn Dreyfus-Epstein Katie Quillen Brett Gilbert Brad LaTour Ridge Foust, MBA Kyle Beaudoin Matt Edmunds - you are all-stars and true professionals. Thank you! To those who brought me in and shaped my journey: Julie Dang Barry O'Sullivan Jim Nystrom Ari Klionsky Dan Burkland Robert Pigott Jay Gorsegner Chad Tanner Phillip Files Brandon Ewing Max Saravia, MBA Chris Brassington Matthew Nauertz Blake Nelson and so many others. Thank you. I'm not sure what’s next, but stay tuned. I’m certain the next ten years will be as amazing as the last.
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Dave Bortnem liked thisDave Bortnem liked thisSo grateful to have helped this couple through their first home purchase! 🏡 First-time home buying can feel overwhelming, but with the right support and guidance, we can navigate it together and get you to the finish line. Whether you’re buying your first home, upgrading to your dream space, downsizing for a fresh start, or anywhere in between, I’m here to guide you through every step. Let’s connect! 🔑
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Dave Bortnem liked thisDave Bortnem liked thisNCD was just approved for the United States Department of War program called DoD-SkillBridge and Transitioning Military that provides service members from all branches of the military who are exiting their service with civilian work experience through internships 180 days from Transition. Now that NCD was just approved for the program, we will be recruiting for a number of positions from this talent pool. The way the program works, Service members can receive up to 180 days of permissive duty with approval from their unit commander. This gives them time to focus solely on full-time training with approved industry partners. These partners offer real-world training and work experience in in-demand fields of work. This time also allows partners to evaluate the service member’s suitability for the work. We love hiring veterans. Not just to show gratitude for their service in keeping us safe, but because they bring a ton of direct business benefits. They are generally exceptional team players and often great leaders, and they have true resilience and grit that shows up when the work gets hard. We are proud of our current NCD teammates who served and are excited to expand that count with our admission into the Skillbridge program. Thank you to Andie Barrera and Andre Lanaux for navigating the somewhat complex application process. If any of my CEO friends want to learn more or have our HR team help share what the process looks like, please send me a note. I am on the plane back from Tampa where I was at MacDill Airforce Base for the YPO Security Summit (thank you Charles Feghali) and hearing from and getting to meet so many talented military leaders was truly inspiring. We need to do better at intergrating veterans in our workforce and this program is a great place to start.
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Dave Bortnem liked thisDave Bortnem liked thisOne million stars might be my new favorite rating! 🤩 I’m so incredibly grateful for clients like this. Real estate can absolutely come with twists and turns, and being able to walk alongside my clients through every high and low is something I never take for granted. Thank you for trusting me to help you find your perfect home. If you feel at home, then we did it right.
Experience & Education
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Direct Benefits, an Alera Group Agency
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Licenses & Certifications
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Life and Health Insurance License
MN Dept of Commerce
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Achieve Global Certified Trainer
Achieve Global Executive
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Net Promoter Score Certification course
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Executive Advisory Board Member
Reach the Suite
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The rising costs of home health care are becoming increasingly concerning. Currently, hiring a caregiver through an agency for 24-hour care can amount to $40,000 a month. Looking back, 20 years ago, long-term care insurance covered $150 per 8-hour day, which was considered the industry standard and a reasonable expectation for both out-of-pocket costs and insurance coverage. The annual premium for long-term care insurance was around $5,000. Fast forward to 2026, and we see that a home healthcare agency charges $65 per hour, while caregivers earn less than $20 per hour. This raises an important question: How can we make caring for our elderly more affordable? #MarkCuban #Healthcare #HomeHealthCare
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Meredith Ryan-Reid
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While our latest research uncovered a pretty significant awareness gap among consumers who are putting off routine eye care, it also demonstrates how easy it can be to course correct. Check out the report to learn how simple education can improve vision benefits utilization across all demographics.
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James W. Hutchison
Delta Dental Plans Association • 2K followers
At Delta Dental, we understand that oral health is a cornerstone of overall wellness, and it is promising to see that most adults recognize this critical connection as underscored in this year’s “State of America’s Oral Health and Wellness Report.” Now in its fifth year, the report commissioned by Delta Dental provides data and analysis regarding the oral and overall health behaviors of adults and children nationwide. This year, the state of U.S. oral health is generally positive, but areas for improvement remain. While adults maintain near-universal awareness of the relationship between oral and overall health, we have an opportunity to foster more education on the link between poor oral health and specific medical conditions such as heart disease, respiratory illness, and high blood pressure. It is important that individuals fully appreciate how oral health affects such systemic health conditions. I am encouraged to see that a vast majority of adults with dental benefits continue to report tangible physical, mental, and financial health benefits. Notably, insured adult respondents report significant annual out-of-pocket savings, emphasizing the role dental benefits play in reducing financial barriers to care. As the nation’s leading dental benefits provider and oral health philanthropist, Delta Dental is committed to ensuring continued dialogue and supporting access to care so that individuals of all ages prioritize and safeguard their oral health and overall well-being. I invite you to learn more from our report: https://lnkd.in/g3ieYWBv
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2 Comments -
Erikka McGee ACS, AIAA, AIRC, ARA
National Council of Negro… • 4K followers
The dental industry has quickly evolved over the last few years as new challenges have emerged and competition has increased, leading practices to adapt and reimagine clinical care and operations. https://ow.ly/msFO30sQJl4
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Shawn Plummer
The Annuity Expert • 5K followers
🦷 **7 Ways Seniors Can Get Free or Low-Cost Dental Care with Medicare** 🌟 Are you a senior on Medicare wondering how to manage dental costs? 🤔 Unfortunately, Original Medicare doesn't cover routine dental care, which means cleanings, dentures, and crowns can be expensive! Here's how you can get the dental care you need without breaking the bank: 1. **Medicare Advantage Plan (Part C)** 📋 * 97% of these plans include dental benefits! * They often bundle vision and hearing coverage too. 2. **Dental Schools** 🎓 * Get 30%–70% off services performed by students under supervision. * May even have completely free services during specific times! 3. **Dental Lifeline Network** 🤝 * Over 15,000 volunteer dentists offer free care to seniors with disabilities or low income. 4. **Community Health Centers** 🏥 * Sliding-scale fees based on income—over 1,400 centers available! 5. **Medicaid** 💰 * 37 states provide adult dental benefits—some may cover extensive dental services. 6. **Free Dental Events** 🎉 * Many organizations host events offering free cleanings, fillings, and more—keep an eye out! 7. **Standalone Dental Insurance or Discount Plans** 🛡️ * Plans start as low as $10/month covering preventive care and some major services. 💡 **Tip:** Remember, medical tax deductions can help if your dental expenses exceed 7.5% of your income! Need help comparing plans or finding the right dental care options? Our agents are here to assist you! 👉 **Comment below with any questions!**
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Michael Tilton
PMT Advisors • 5K followers
In what has been a fairly consistent trend over the last decade, close to one-third of surveyed dental practices are considering dropping insurance this year, per the American Dental Association's annual survey. The number skews higher when you look at responses specifically from DSO's, smaller practices and rural providers. There is a good correlation to staffing challenges(hygienists are a huge issue) and operating expenses with a focus on facility expenses. It's an opportune time yet again for plans to evaluate how they can manage provider fallout in light of the significant penetration of dental benefits for Medicare Advantage plans. There is a lot of low-hanging fruit out there: 📠 Automate benefit verification and eligibility(a huge time and capacity suck in dental practices) ✅ Streamline imaging through AI and automate prior auth procedures 💲 Shorten payment cycles to improve practice cash flow It's a choice between spending resources on improving workflows and improving patient/provider satisfaction vs. increasing reimbursement costs and higher non-par utilization. https://lnkd.in/gmS-HRiR #DentalBenefits #AEP #MedicareAdvantage #OralHealth
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Peter Rowe
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💊 Turn Pharmacy Costs Into Strategy—Not a Waiting Game Specialty drugs already account for over 50% of drug spend and are projected to hit 60% by 2026. Waiting for rebates doesn't work—they're delayed, partial, and let PBMs take the profits. 💡 The better way? Stop the claim before it happens. 📘 Rebates Delay. Strategy Saves. Download the one-pager: “Stop Chasing Rebates. Start Managing the Real Cost” Learn how employers are saving $100K+ per specialty drug—without compromising care. 👉 https://hubs.li/Q03z6V600
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Anthony Stefanou DMD, CBI
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Benjamin Tuinei
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Micah Burgess
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Mone' Swann
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10 Comments -
Lucas Vandenberg
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Medicare marketing materials are often overlooked, but they play a critical role in how prospects perceive your professionalism. Generic marketing pieces tend to blend in with everything else prospects receive. Customized materials do the opposite. They reinforce your brand, highlight your services, and create a stronger connection with your local market. For Medicare agents focused on long-term growth, this distinction matters. Customized Medicare flyers help agents: • Present a more professional and consistent brand • Build recognition within their local community • Communicate their value clearly to prospects • Stand out in a crowded Medicare marketing environment When your marketing reflects who you are as an advisor, it becomes far more effective than generic outreach. Agents who invest in thoughtful, personalized materials position themselves as professionals rather than just another name on a flyer. This guide explains how customized Medicare flyers can strengthen your marketing strategy and support long-term growth. https://bit.ly/46VTx1w #MedicareAgent #InsuranceMarketing #InsuranceAgent #HealthInsuranceSales #InsuranceFMO
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Lisa Wright
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Ashley Colie
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Leadership That Elevates In an interview with NASB’s National Sales Manager, Adrienne Momeyer, she shared a powerful reminder: Leadership isn’t about showcasing your strengths—it’s about developing and highlighting the strengths of your team. True leadership isn’t inherited, it’s earned—through enduring challenges, overcoming adversity, and showing up when it matters most. Don’t just focus on your results. Focus on your people. Understand what drives them, and the results will follow. #LeadershipDevelopment #TeamFirst #NASB #LeadWithPurpose #nasbnation #PeopleOverNumbers #EarnedNotGiven
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