Financial Planning

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Michael MacIntyreDirector of Business & Government Banking at Investors Bank

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Richard Bieler

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Rabbi Richard BielerFormer Senior Fundraiser for Yeshiva University and Ohel Children’s Home and Family Services

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Business Environment Today as It Relates to Valuation with Mike MacIntyre, Investors Bank Head of Head of Business Banking, Joe Orefice, Investors Bank Executive Vice President and Head of Commercial Real Estate, Mark Baran, Principal in the Tax Department at Marks Paneth LLP, Angela Sadang, Principal in the Advisory Services group at Marks Paneth LLP

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Becoming a Publicly Listed Company with Jay Cardwell, COO of The CFO Squad and Peter Goldstein, CEO of Exchange Listing LLC

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Relevant Business Tips

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Understanding the Paycheck Protection Program with Michael MacIntyre, Investors Bank’s Head of Business & Government Banking, Zacharia Waxler, CPA, Co-Managing Partner and Ahron Golding, Esq., MTx, tax attorney, respectively from Roth & Company.

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SNFCO and Investors Bank Business Networking Event

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Margaret Gezerlis Senior Manager of CFO Squad

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Jay Cardwell COO & Senior Associate of CFO Squad

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Ari CukierCOO of Elitra Health

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Ken Freeman Strategic Marketing Officer at VCapital

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Saul and Simeon Friedman Saul N. Friedman & Company

Greg Chalker Head of Emerging Channels for Capital One’s Spark Business Card

Jim Hynes and Glenn Horine Guest Hosted by William F. B. O’Reilly

Keith-Mestrich

Keith MestrichCEO of Amalgamated Bank

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Valerie Bogart ESQ., Director at NYLAG

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Gideon Rothschild Partner & Attorney at Moses & Singer, LLP

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Bernard A. Krooks Elder Law Attorney at Littman Krooks

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Avi Kestenbaum Attorney at Meltzer, Lippe, Goldstein & Breitstone, LLP

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Jonathan Gassman CEO of Gassman Financial Group

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Saul Friedman Partner at Saul N. Friedman & Company