Welcome to Creating Structure Podcast # 49 with Lisa Lococo Smith of the Kawneer Collaborative. Lisa has an interesting path to the curtain wall industry, but always her work has centered around the people part of business; marketing, hospitality, sales, business development. Always positive, Lisa "chooses joy," and "choose happiness." You'll feel it in this discussion. We talk about Lisa's background, working with different types of people, sales, rejection, positivity, curtain wall, unitized curtain wall, Kawneer, trends, and more. We talk about the association and commonality with people, whether tending bar at The West End Tavern, or interacting with clients on a glazing project. We talk about her non-traditional path, which is not uncommon to this industry. This was recorded in September 2023, but the information and context is relevant to any time.

We cover a lot of ground here and I'll just let the podcast speak for itself.

Enjoy!


The Guest: Lisa Lococo Smith
Linked In:https://www.linkedin.com/in/lisalococosmith/

Kawneer:
LinkedIn: https://www.linkedin.com/company/kawneer-company/
Website:https://www.kawneer.us/


Host:
John L. Wheaton, PE, CEO, WSE Inc; Creating Structure Podcast Host, Connector
Blog: https://johnlwheaton.com/
LinkedIn: https://www.linkedin.com/in/john-wheaton-pe-leed-ap-0694886
Twitter: https://twitter.com/JohnLWheaton1
Instagram: https://www.instagram.com/johnlwheaton1/

Wheaton Sprague and Affiliates:
Company: https://www.wheatonsprague.com
Twitter: https://twitter.com/wheatonsprague
Instagram: https://www.instagram.com/wheatonsprague/

Audio Production, Mixing, Engineering:
BVS Productions
LinkedIn: https://www.linkedin.com/company/budget-video-solutions/
Website: https://www.bvsfilmproductions.com/

Welcome to the energy discussion on the Creating Structure Podcast with Mark Schow, PE, and David Kent, LEED AP, Director of Consulting at Wheaton Sprague

Mark Schow, is a PE, founder & principal with ElevatedDesign.Boston Using Less Energy. By Design. He has worked on systems for a variety of building types. Saving energy through unique solutions and out of the box thinking is what drives him.

David Kent, LEED AP, is Director of Building Envelope Consulting with https://www.wheatonsprague.com . David leads the consulting division at WS and is experienced in a wide variety of building types and cladding systems.

We talk about Energy issues; Massachusetts- Stretch Code, Boston's BERDO- Energy Mandates, NY Local Law 97, and more. We discuss the relevance, importance, & often-overlooked interplay between HVAC and Building Enclosure systems.

How can building energy use be optimized in new and existing buildings not only in MA, but anywhere?

Massachusetts became the first state to adopt an above-code appendix to the "base" building energy code-the "Stretch Code". It emphasizes energy performance, as opposed to prescriptive requirements, and is designed to result in cost-effective construction that is more energy efficient than that built to the "base" energy code.

BERDO

Buildings account for nearly 70% of greenhouse gas emissions in Boston. The 2021 amendment to BERDO gives the City authority to set emissions standards for large existing buildings. The emissions standards will decrease over time, with all buildings achieving net zero emissions by 2050.

How do these things affect the building owner. Where do they start?

Energy mandates and thermal efficiencies are not going away. Listen, engage, comment, and let's keep the conversation going.

The Guests:
Mr David Kent, LEED AP:
Linked In: https://www.linkedin.com/in/david-kent-179b2534/

Mark Schow, PE:
LinkedIn: https://www.linkedin.com/in/mark-schow-p-e-07a06657/

Elevated Design LinkedIn: https://www.linkedin.com/company/elevated-design-inc/
Website: https://elevateddesign.boston/team.html

Host:
John L Wheaton, PE, CEO WSE Inc; Creating Structure Podcast Host, Connector
Blog: https://johnlwheaton.com/
LinkedIn: https://www.linkedin.com/in/john-wheaton-pe-leed-ap-0694886
Twitter: https://twitter.com/JohnLWheaton1
Instagram: https://www.instagram.com/johnlwheaton1/

Wheaton Sprague and Affiliates:
Company: https://www.wheatonsprague.com
Twitter: https://twitter.com/wheatonsprague
Instagram: https://www.instagram.com/wheatonsprague/

Audio Production, Mixing, Engineering:
BVS Productions
LinkedIn: https://www.linkedin.com/company/budget-video-solutions/
Website: https://www.bvsfilmproductions.com/

Kathleen Adams, CFP® CPWA® is the co-founder of Second 50 Financial, empowering successful entrepreneurs and executives to plan for and envision a second 50 years filled with financial confidence, opportunity, and vitality. As a financial planner for over 20 years, she is in the lifestyle preservation business.

She and her team have developed a unique process to address the expanded needs of successful business owners and entrepreneurs who are enjoying a wonderful lifestyle and require a different kind of financial plan for the second 50 years: Lifestyle Preservation Planning™ (LPP). LPP™ starts with developing current and future income streams to support the owner's cashflow needs by strategically customizing wealth distributions with passive income sources. Planning to finance new opportunities, increase longevity through access to health and wellness breakthroughs, and enhance family relationships are all a part of preserving lifestyle. Appropriate investment management remains an essential component and when combined with LPPTM, the full potential of the second 50 years will be maximized.

Kathleen is a member of Investments and Wealth Institute, Los Angeles Chapter of the Financial Planning Association, The Purposeful Planning Institute, South Bay Estate Planning Council, The Napoleon Hill Foundation, The Lifetime Extender Affinity Group of Strategic Coach , Abundance 360, & Bruins Professionals.

Kathleen has a BSc degree from Loyola University in Chicago. She earned her CERTIFIED FINANCIAL PLANNER™ certification & completed the Personal Financial Planning designation program at UCLA Extension in 2003. In 2015, Kathleen earned the Certified Private Wealth Advisor ® designation, in advanced wealth management strategies and applied concepts through IWI in conjunction with The University of Chicago Booth School of Business and the Applied Behavioral Finance Certificate enhancing her industry knowledge.

Kathleen is originally from Chicago, IL, but has lived in Manhattan Beach for the last 30 years.

Disclosure:
The information contained herein is for general educational and informational purposes only. It is not intended as personalized investment, tax, legal, or other advice. We do not provide any tax or legal advice. You should consult with your independent investment, legal, tax, and/or other professionals with respect to your individual situation and needs before considering taking any action.


Guest: Kathleen Adams
LinkedIn Kathleen: https://www.linkedin.com/in/adamskathleen/
LinkedIn Second50: https://www.linkedin.com/company/second-50-financial/
Website: https://www.second50financial.com/

Host:
John L Wheaton
Blog: https://johnlwheaton.com/
LinkedIn: https://www.linkedin.com/in/john-wheaton-pe-leed-ap-0694886
Twitter: https://twitter.com/JohnLWheaton1
Instagram: https://www.instagram.com/johnlwheaton1/

Wheaton Sprague and Affiliates:
Company: https://www.wheatonsprague.com
Twitter: https://twitter.com/wheatonsprague
Instagram: https://www.instagram.com/wheatonsprague/