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Todd Carey
Nov 24, 2020

Gene Hollander Files Lawsuit Alleging Institutional Racism Against Minooka Community High School District 111

The Law Offices of Eugene K. Hollander filed suit on November 23, 2020 alleging that Minooka Community High School District 111 fostered an atmosphere of racial hostility on behalf of his client, Stanley Fabian. Fabian alleged that he was subjected to numerous racial taunts and that racism at the school went as far back as 1987.
Todd Carey
Nov 23, 2020

'Market Loves a Divided Government' by John Grace, Wave Publications Columnist

While there is a great disconnect between Wall Street and Main Street, the stock market prefers a dividend Washington, DC. http://wavepublication.com/stock-market-loves-a-divided-government/
Todd Carey
Nov 23, 2020

Inc Magazine Features CEO + Founder of Red Clover Advisors, Jodi Daniels

6 Ways to Protect Your Data During Covid-19Being privacy-friendly is crucial to your business and customer relationships, but what steps can you take to ensure you have the right protection? https://www.inc.com/entrepreneurs-organization/6-ways-to-protect-your-data-during-covid-19.html
Todd Carey
Nov 23, 2020

SFBJ: FREE Financial Planning for Essential Workers

San Fernando Business Journal: Since front line workers do so much to keep us healthy and get so little in return, Investor's Advantage Corp. is providing FREE financial planning to all essential workers. Now essential workers can plan their financial success at no cost. https://www.sfvbj.com/news/2020/nov/09/pandemic-workers-need-money-plan/
Todd Carey
Nov 23, 2020

Rufus Rhoades Hosts Webinar with Chinese American CPA Association

On Friday, November 13, 2020, Rufus hosted a webinar with the Chinese American CPA Association discussing how to complete Form 5471, when Form 965 is due, and some of the ins and outs of foreign tax credits.
Todd Carey
Nov 23, 2020

Gideon Grunfeld Speaks at Exit Planning Institute

On November 12, 2020, Gideon Grunfeld spoke at the EPI Greater Los Angeles Chapter meeting  discussing a range of marketing tips and strategies specifically designed for exit planning advisors.
Todd Carey
Nov 23, 2020

Anne Laguzza, CEO of The Works Consulting, Interviewed on BizQuik Podcast

Anne Laguzza, CEO of The Works Consulting, was interviewed on BizQuik Podcast. Anne shares key aspects small business owners need to know about Human Resources, addresses the correlation between good leadership and HR, and explains how HR support can actually be an asset to your business. Listen to the full episode here: https://bit.ly/BizQuikPodcastInterviewWithAnneLaguzza
Todd Carey
Nov 20, 2020

Angela J. Reddock-Wright Listed Among Los Angeles Business Journal's Leaders in Law Nominees (11-16-20)

Angela Reddock-Wright is listed among the Los Angeles Business Journal's 2020 Leaders in Law Nominees. Angela is honored to be named among so many who have distinguished themselves in the practice of law. Link to the LABJ Leaders in Law PDF: https://www.cbjonline.com/a2labj/supplements/LIL_20201116.pdf. Congratulations to all of the nominees! To see information about Angela, please go to pages 20 and 25.
Todd Carey
Nov 20, 2020

Jodi Daniels Podcast Launch

Jodi Daniels, CEO and Founder of Red Clover Advisors launched her own podcast with husband, Justin Daniels, cybersecurity expert and corporate lawyer. The podcast, She Said Privacy, He Said Security, is witty, intriguing and informational. Each week they dive into a new way of working with data—going beyond compliance to discuss privacy-friendly strategies that build trust with customers.
Todd Carey
Nov 18, 2020

New Case Study Published

Carl White recently had a case study published focused on marketing results for a client on a national website. Working together with this client, Carl was able to more than double the client's total number of reviews and raise their overall rating. Now the client is first in their area and continues to use Carl's services. Here's the case study: https://blog.grade.us/marketvisory-group-case-study/
Todd Carey
Nov 18, 2020

Lisa Anderson Interviewed by Harvard Business Review Analytic Services

Lisa Anderson, MBA, CSCP, CLTD, President of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP discusses enhanced security and compliance in “Drive Agility and Innovation with ERP in the Cloud” Full Story… https://hbr.org/sponsored/2020/08/drive-agility-and-innovation-with-erp-in-the-cloud
Todd Carey
Nov 17, 2020

2020 Leaders In Law Finalist

Rodney J. Hatley, J.D., LL.M. estate planning attorney was recognized and honored as one of the San Diego Business Journal’s Finalists in its 2nd Leaders in Law Awards. The designation was based on the judging panel’s review of an attorney’s accomplishments and community involvement.
Todd Carey
Nov 17, 2020

Craig Muller Awarded 5 Star Professional 11 Years In a Row

Craig Muller from Irvine Spectrum (ISP), was awarded the 5 Star Mortgage Professional Award for the 11th year in a row. This award recognized the top Mortgage Professionals in Orange County.
Todd Carey
Nov 17, 2020

Juan Ros, CFP®, Earns Business Value Growth Designation

Juan Ros, CFP®, financial advisor with Forum Financial Management, has earned the Certified Value Growth Advisor (CVGA) designation offered by Corporate Value Metrics, LLC. As a CVGA, Juan can assess the quality of a business across eight functional areas and assist the business owner in increasing the value of his or her business by bringing the eight functional areas into balance and alignment.
Todd Carey
Nov 16, 2020

Preservation Massachusetts Paul & Niki Tsongas Award for Abbot Mill Renovation in Westford, MA

Congratulations to Barry Ganek for receiving the The Tsongas Award. The award is Preservation Massachusetts highest honor, honoring people and projects that have displayed the highest level of commitment to historic preservation in the Commonwealth.
Todd Carey
Nov 16, 2020

NEVILLE JOHNSON INTERVIEWED NOV 17

Southwestern Law School interviews Neville Johnson at 7:30 Nov 17. It's free. https://www.swlaw.edu/curriculum/biederman-entertainment-media-law-institute
Todd Carey
Nov 16, 2020

Angela Reddock-Wright Participates in Panel on Civility in the Legal Profession (10/14/20)

On Saturday, November 14, 2020, Angela Reddock-Wright participated in a panel titled, "Is Civility Enough: A Practical, Frank and Elevated Dialogue on Civility, Diversity and Inclusion," put on by the College of Employment and Labor Lawyers.   For more information on civility in the legal profession, check out the ABA Model Litigation Guidelines here: https://tinyurl.com/y3jpy27v
Todd Carey
Nov 16, 2020

Cybersecurity Book "On Thin Ice" To Be Published on November 19, 2020

With "On Thin Ice", Craig Pollack is one of a number of Cyber Security Professionals who've come together to share our proven strategies to help business owners proactively address ongoing security threats to their businesses. While the book focuses on a number of different areas within the cyber security vein, Craig's specific chapter is titled "How to Avoid Being Held Ransom" which provides the layers needed to effectively protect any business from this threat.
Todd Carey
Nov 13, 2020

Listen to Loreen Gilbert Discuss the Markets on Bloomberg

Loreen Gilbert joins Rishaad Salamat and Bryan Curtis to discuss the latest on the markets on Bloomberg Daybreak Asia: https://urldefense.com/v3/__https:/www.bloomberg.com/news/audio/2020-11-11/loreen-gilbert-on-the-markets-radio__;!!Cz2fjcuE!11S5JeHHuZ5rCsRJQS6UAFUBPCXD8V8F2VbWxMGf0st3abj4jpPr94mpF8ZZF8VntFqrBrN7$
Todd Carey
Nov 13, 2020

Anne Laguzza, CEO of The Works Consulting, Interviewed on Hustle The Day Podcast

Anne Laguzza, CEO of The Works Consulting, which provides human resources management, leadership development and performance coaching, was interviewed on Hustle The Day podcast. Anne shares how she launched her business, why paying it forward is a core value, and what she does to help leaders be successful. Click here to listen to the full episode: https://podcasts.apple.com/us/podcast/passionate-about-leadership-anne-laguzza-works-consulting/id1488163404?i=1000496242267
Todd Carey
Nov 13, 2020

Scott Levin Authored a Feature for Mediate.com

Scott Levin contributed an article to Mediate.com about whether a litigator can be as effective a mediator as a full time PeaceKeeper. https://www.mediate.com/articles/levin-litigator-mediator.cfm
Todd Carey
Nov 13, 2020

Forbes Article on AI

If you're interested in AI, please read Glenn Gow's latest article in Forbes: How AI Can Go Terribly Wrong: 5 Biases That Create Failure https://www.forbes.com/sites/glenngow/2020/11/09/how-ai-can-go-terribly-wrong-5-biases-that-create-failure/?sh=66d56e605b87
Todd Carey
Nov 13, 2020

Jason Rosen Published Article Regarding Benefits of Online Mediation

Grateful to CLM Alliance (Claims and Litigation Management Alliance) for publishing this article (authored with the amazing Caryn Siebert) extolling the benefits of Online Mediation for personal injury claims. Now, more than ever, with courts shut down or backlogged for extended periods, and litigation complicated by social distancing, access to convenient and effective online mediation will significantly benefit both sides to personal injury claims and other disputes. https://www.theclm.org/Magazine/articles/lets-settle-this-online/2111
Todd Carey
Nov 13, 2020

Esse Law Expands to Texas

After 13 years exclusively practicing corporate and securities law in California, Esse Law has now expanded its practice to Texas as Shaheen Sheik-Sadhal, its founder, has been admitted to the Texas Bar.
Todd Carey
Nov 13, 2020

Amy M. Stewart’s ‘Rona Pep Talk Series Recognized with DBA Presidential Citation

Amy M. Stewart, a Dallas-based lawyer and Founding Partner of Stewart Law Group PLLC, has received the Dallas Bar Association’s 2020 Presidential Citation for the ‘Rona Pep Talk webinar series. Since March, Amy has organized and moderated 13 DBA sponsored webinars to discuss various issues affecting the lives of lawyers due to the pandemic. Topics range from race relations in the wake of the George Floyd murder, mental health, work life management for parents, the future of trials, the reopening of law schools, and the plight of our local sports organizations’ legal counsel with COVID.
Todd Carey
Nov 13, 2020

Nancy Goodman Nominated for Business Leader of the Year

The Out Georgia Business Alliance has nominated Nancy Goodman as one of five finalist for Business Leader of the Year. This award is given to the LGBTQ+ business leader who has made an outstanding and sustained contribution to their organization, as well as to the OUT Georgia Business Alliance and the LGBTQ+ business community.
Todd Carey
Nov 11, 2020

Loreen Gilbert on WealthManagement.com

Loreen Gilbert quoted in "Advisors See Tax, Regulatory Implications of Biden Presidency" article on WealthManagement.com: https://www.wealthmanagement.com/industry/advisors-see-tax-regulatory-implications-biden-presidency
Todd Carey
Nov 11, 2020

Angela Reddock-Wright Featured in Los Angeles Daily Journal (10/23/20)

The Daily Journal featured Angela Reddock-Wright's law and mediation practice on the front page of its Verdicts & Settlements section in the article, "Emotional Intelligence: Angela Reddock-Wright establishes trust by being attuned to the impact of her actions."
Todd Carey
Nov 11, 2020

John Grace on Yahoo Finance

John talks with Yahoo Finance about the debates, stimulus, the markets, and expected election results. https://www.westlakefinancialadvisors.com/2020/10/23/interview-with-yahoo-finance-9-29-20/
Todd Carey
Nov 09, 2020

Read this U.S. News and World Report Article Loreen is Quoted In

Click to view - What Advisors Should Know About Irrevocable Life Insurance Trust: https://money.usnews.com/financial-advisors/articles/what-advisors-should-know-about-irrevocable-life-insurance-trusts
Todd Carey
Nov 09, 2020

George Kahn Releases 10th Jazz Album

George Kahn (CC3) has just released his 10th CD. George and his quartet play "Cool Jazz" a la Dave Brubeck and Wes Montgomery.
Todd Carey
Nov 09, 2020

Watch Loreen's Latest Appearance on CNBC

Click here to read Loreen's quoted in this CNBC article: Investors are hoping for a clear presidential and Senate election outcome to end the sell-off. https://www.cnbc.com/2020/10/30/investors-are-hoping-for-a-clear-presidential-and-senate-election-outcome-to-end-the-sell-off.html
Todd Carey
Nov 09, 2020

Lisa Anderson Featured in Brushware Magazine

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, President of LMA Consulting Group Inc., discusses how the last mile has become the last minute in “Is JIT Dead?” Full story… https://brushwaremag.com/video-lisa-anderson-on-just-in-time-delivery/
Todd Carey
Nov 09, 2020

Bob Arzt's Article "Are You Prepared for What's Next appeared in Advisor Today Magazine

Bob Arzt-President of Polaris One, is a business, sales and executive coach who is a frequently published author and expert in time management and organization. His article helps you prepare for a strong finish to the year and a fast start for 2021. Here is the link: https://www.digital.advisortoday.com/advisortoday/0620_november_december_2020/MobilePagedArticle.action?articleId=1635998#articleId1635998
Todd Carey
Nov 09, 2020

Silicon Valley Business Journal Woman of Influence 2020

The Silicon Valley Business Journal recognized Soody Tronson among the 100 women selected for its annual Women of Influence awards program. The honorees are leaders in corporations, startups, small businesses, nonprofits, healthcare, education and community services. All of these honorees came from outside nominations and were chosen by a panel of Business Journal edit Link: https://www.bizjournals.com/sanjose/news/2020/05/11/svbj-women-of-influence-2020-honorees.html
Todd Carey
Nov 09, 2020

John Grace Interview with Yahoo Finance

John talks about the election, the debates, and the market; https://www.westlakefinancialadvisors.com/2020/10/23/interview-with-yahoo-finance-9-29-20/
Todd Carey
Nov 09, 2020

Lisa Anderson Quoted in Compass Magazine

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, President of LMA Consulting Group Inc., discusses how digitally transformed manufacturers stepped into the COVID-19 supply gap in “Agility in a Crisis” Full story… https://compassmag.3ds.com/special-reports/mastering-disruption-with-digital-business-agility/agility-in-a-crisis/
Todd Carey
Nov 09, 2020

Henry Kaskov Honored as a 40 Under Forty Recipient!

Henry Kaskov, ASA, was named as a 40 Under Forty Honoree by the National Association of Certified Valuators and Analysts (NACVA) for his contributions to the valuation profession and community! https://www.nacva.com/40underforty
Todd Carey
Nov 05, 2020

LaDawn Nandrasy Super Lawyers - Appellate Law

LaDawn Nandrasy Selected to 2020 Super Lawyers - Appellate Law
Todd Carey
Nov 05, 2020

Employment and Executive Mobility Attorney Michael Chinitz Selected as 2020 “Super Lawyer” for his 15th Year.

Needham Mass. Group member Michael Chinitz of Chinitz Law LLC has been selected as a 2020 Massachusetts Super Lawyer in the field of employment law. Only 5% of lawyers in Massachusetts are Super Lawyers. Mike’s practice is focused on executive workplace mobility and advocacy, employment law and business litigation. This is the 15th year that Mike has been selected as a Super Lawyer.
Todd Carey
Nov 05, 2020

Kevin Tetley Kiwanis Club of Riverside President

Kevin Tetley is the Financial Advisor with Tetley Wealth Group and giving back has always been important to him. He is a 4th generation Kiwanian and just recently became president of his club, Kiwanis Club of Riverside. His father, a passed president, is the one who gave him the Presidential Pin.
Todd Carey
Nov 04, 2020

Hollander Law Offices Settles Sexual Abuse Claim for $1.5 Million

A man in his mid-twenties resolved his claim of alleged childhood sexual abuse by Father Daniel McCormack for $1.5 million. The settlement took place after a pre-trial settlement conference was held by the Honorable Elizabeth Budzinski on October 29. The man claimed to have suppressed the memories of abuse during his childhood. Chicago III member Sami Azhari referred the matter to Gene. Gene is also bringing in Chicago III members Arnie Brown and Puneet Cham to assist his client in preserving the settlement proceeds.
Todd Carey
Oct 30, 2020

National Law Journal's 2020 IP Trailblazer Award

Robert Plotkin, Founding Partner of Blueshift IP was recognized as an Intellectual Property Trailblazer by The National Law Journal. The Trailblazers series recognizes individuals who are “moving the needle” in intellectual property law in areas including patents.
Todd Carey
Oct 30, 2020

Loreen Gilbert featured on Yahoo! Finance

'I think there is more risk to to be out of the market' than being in: WealthWise Financial CEO Loreen Gilbert joins the FInal Round panel to discuss what she predicts will push markets in the future and why investors should weather the volatile market storm. Click here to view: https://money.yahoo.com/think-more-risk-market-being-210334601.html
Todd Carey
Oct 30, 2020

Amy M. Stewart Honored with TMCP’s Trailblazer of the Year Award

Amy M. Stewart, a Dallas-based lawyer and Founding Partner of Stewart Law Group PLLC, has been named the 2020 Trailblazer of the Year from the Texas Minority Counsel Program (TMCP).
Todd Carey
Oct 30, 2020

Aron Feiles - New Firm Name

Aron Feiles is proud to announce the addition of his name to the firm masthead of Lauer, Georgatos, Covel, Devine & Feiles. Aron has been a shareholder of the firm since 2016. We specialize in income tax services for closely-held businesses, high net worth individuals, and estates and trusts.
Todd Carey
Oct 30, 2020

Ron Burkhardt - Managing Director

National law firm, Thompson Coburn LLP, signed a 24,590-square-foot office lease at Hines’ 26-story 10100 Santa Monica Blvd. in Century City.  The 10100 space is newly built out to accommodate the growth of the firm’s Los Angeles employee base and meet its office space needs. Ron Burkhardt represented the St. Louis-based tenant. The landlord broker was Eric Lyon at Hines.
Todd Carey
Oct 28, 2020

Lawyer of the Year in Family by Best Lawyers

Attorney Pamela A. Peterson was selected as Lawyer of the Year in the practice area of Family Law in Manchester, NH. Attorney Peterson is a partner at Devine, Millimet & Branch, P.A. and works out of their Manchester, NH and Portsmouth, NH offices.
Todd Carey
Oct 27, 2020

Catherine Mattice Discusses Workplace Bullying on New Podcast

Catherine Mattice is one of very few true experts on workplace bullying. Listen in to this 30 min podcast as she discusses how it hurts organizations and people and what you can do to stop it. https://open.spotify.com/episode/4cJ3jWXM2XTTEZufvK60mX?si=v18h32xKQ_-NSruVinw9qw
Todd Carey
Oct 26, 2020

Multifamily Networking Group Reaches Over 1000 Members

Will Tiao (Glendale 2) and Anthony Vulin (DTLA2) of The Collective Realty have reached a milestone with the 1000th member of the Los Angeles Multifamily Real Estate Networking Group. Will & Anthony founded the group four years ago and have held monthly meetups on topics regarding multifamily investing in Southern California. Multiple Provisor members have been highlighted as guest speakers and the group has become one of the fastest growing real estate groups on Meetup.com. We invite all Provisor members to join at https://www.meetup.com/Los-Angeles-Multifamily-Real-Estate-Networking-Group
Todd Carey
Oct 26, 2020

David Monks and Catherine Mattice Discuss Returning to Work on EBI Roundtable

David Monks, employment side attorney at Fisher Phillips, and Catherine Mattice, CEO of Civility Partners, participated in a written roundtable to provide advice on creating confidence in your workforce as they return to work. Roundtable sponsored by EBI, an employment screening company. https://www.ebiinc.com/resources/blog/what-do-employees-need-to-feel-safe-returning-to-work
Todd Carey
Oct 26, 2020

Juan Ros, CFP® Presents to XY Planning Network on Charitable Giving

Juan Ros, CFP®, financial advisor with Forum Financial Management in Thousand Oaks, presented a continuing education webinar to the XY Planning Network on October 23. Juan's presentation, "Making Philanthropy a Part of Your Financial Planning Practice," discussed tips and strategies for financial advisors to better incorporate charitable giving advice for clients. XY Planning Network is a platform for fee-only financial advisors who specialize in serving Gen X and Gen Y clients. In his wealth advisory practice, Juan works closely with families and business owners.
Todd Carey
Oct 23, 2020

Pejman Yedidsion - Brooks Acordia is now Concept IP LLP (“Concept IP”)

Same people, new name and new look www.ConceptIP.com The Intellectual Property Law Firm For Innovators
Todd Carey
Oct 23, 2020

Juan Ros, CFP® Publishes Article for LA Charitable Gift Planners Newsletter

Juan Ros, CFP®, financial advisor with Forum Financial Management in Thousand Oaks, published an article in the October newsletter of the Los Angeles Council of Charitable Gift Planners (LACGP). Juan's article, "The Mindset of the Investor During the Pandemic," discusses how volatile markets may be affecting the mindset of donors.
Todd Carey
Oct 22, 2020

Jason Rosen Now A "Certified Online Mediator"

Jason Rosen is now a Certified Online Mediator through Mediate.com. With restrictions on in-person meetings, online mediation is a valuable resource. Certified Online Mediators are vetted for their background and experience, have training specific to online mediation, and receive ongoing updates to keep their practice current. See more about my online mediation practice at https://rosenresolution.com/online-mediation/ or contact me.
Todd Carey
Oct 22, 2020

Eric Rose, Founder & President of Pinnacle Product Innovation Podcast Interview

If you're like so many people around the world, you’ve got a great idea for a product. You’ve been dreaming about it, and of course, the world could use it. And, you can’t wait to begin selling it. But how do you get it from an idea to a viable, marketable product? Joining Angelo Ponzi at the Business Growth Cafe is Eric Rose, Founder & President of Pinnacle Product Innovation to discuss how to make that happen. https://businessgrowthcafe.podbean.com/e/taking-youre-product-idea-and-bringing-it-to-market-reality/
Todd Carey
Oct 22, 2020

Angela Reddock-Wright Discusses "The California Voting Leave Law" on KTLA 5 News (10/19/20)

On October 19, 2020, Angela Reddock-Wright was a guest on KTLA 5 News to discuss "The California Voting Leave Law", which allows employees to take up to two hours of paid time off on election day to vote. https://ktla.com/morning-news/employment-attorney-angela-reddock-wright-on-employers-duty-to-give-time-off-to-vote/ #Election2020 #VotingMatters #reddockmediation #reddockADR #employmentmediator #JudicateWest #conflictresolution #workplaceconflict
Todd Carey
Oct 22, 2020

Amy M. Stewart Named to Super Lawyers List for Fifth Straight Year

Amy M. Stewart, Founding Partner of Stewart Law Group PLLC, has been selected to the annual list of Texas Super Lawyers for her work in business litigation. 2020 marks the fifth straight year Amy has been featured on this list.
Todd Carey
Oct 22, 2020

Pastori | Krans Ranks in Business NH Magazine's "Top Women-Led Businesses"

Terri Pastori, managing partner of Pastori | Krans is delighted to announce Pastori | Krans' inclusion in Business NH Magazine’s 2020 list of “NH’s Top Women-Led Businesses” for the second year in a row. Of the 83 businesses included on the list, Pastori | Krans was identified as the 12th fastest growing woman-led business, and is one of only three New Hampshire law firms recognized. The 83 women-led companies generated $5.6 billion in revenue and employ more than 3,700 full-time employees and 1,400 part-time employees in New Hampshire.
Todd Carey
Oct 21, 2020

Lisa Anderson Featured in Brushware Magazine

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, President of LMA Consulting Group Inc., discusses how the last mile has become the last minute in “Is JIT Dead?” Full story… https://brushwaremag.com/video-lisa-anderson-on-just-in-time-delivery/
Todd Carey
Oct 20, 2020

John Grace's book, "Making Finance Make Sense"

With a calculator for financial planning and another one for insurance planning, John Grace's book, "Making Finance Make Sense" is now available!
Todd Carey
Oct 20, 2020

Top 25 Crypto Lawyer - American Crypto Association

The American Crypto Association published its annual list of America's top 25 crypto-lawyers and (for the first time) Gordon Einstein has joined that list. Please see https://www.americancryptoassociation.com/2020/08/15/2020-top-25-crypto-lawyers/ and email
Todd Carey
Oct 20, 2020

Angela Reddock-Wright Listed Among Los Angeles Business Journal's Women's Leadership Awards 2020 Nominees

Angela Reddock-Wright is listed among the Los Angeles Business Journal's Women's Leadership Awards 2020 Nominees. Angela is honored to be alongside some strong female leaders.
Todd Carey
Oct 20, 2020

SBA Encore Entrepreneur of the Year

Larry Chester, CEO of CFOSimplified and the Illinois District's Encore Entrepreneur of the Year Larry saw the opportunity to create his own job, leveraging his significant entrepreneurial experience into a dynamic business, providing financial services to small and middle market businesses who may not be able to afford or require a full time Chief Financial Officer (CFO).
Todd Carey
Oct 20, 2020

John Grace: Surviving & Thriving on An Economic See-Saw Article

“America’s economic see-saw is the most off-kilter in history. Beware of a hard fall for those on top.” Longtime market observers try to grasp situations as early as possible, then explain what they see in terms that are easy to comprehend, http://wavepublication.com/surviving-and-thriving-on-an-economic-see-saw/
Todd Carey
Oct 20, 2020

Sarita Jackson Moderates Live Stream Session Connecting U.S. Businesses with Asian Firms

Sarita D. Jackson, Ph.D., member of Riverside ProVisors, collaborated with Cal State San Bernardino, the Small Business Administration, and other key partners as a part of the 2020-21 Global Access Program. Dr. Jackson has served as co-organizer and moderator of this year's session titled, "Virtual Business Matchmaking and Education Series". You can view part two of the series, which focused on fashion/beauty products and retail services in the Philippines, as well as learn about the November 19th event at https://www.facebook.com/CoyotesInternational/videos/1653289278183026/.
Todd Carey
Oct 15, 2020

ProVisors Love Story

Laura Bruno, owner of SBL Consulting, Inc. (ProVisors CER & SBAYW Group Leader) and George Hicks, owner of The M&A Brokers (ProVisors M$A3) were originally referred to guest at SBAY by different ProVisors members. That guesting date was Valentine’s Day of 2012. That chance meeting has resulted in them having just been married on 10.10.2020. A wonderful ProVisors love story!
Todd Carey
Oct 15, 2020

Tim Colbert & DISCO Receive $60 million in Funding

October 15, 2020 — Legal technology leader DISCO announced a $60 million equity financing, valuing the company at $785 million. Leading the sales & operations efforts for Southern California is ProVisors DTLA1 Group Leader, Tim Colbert. This latest funding brings total investment in DISCO to $195 million, confirms the company’s status as the leader in enterprise legal technology, and establishes the company as a disruptor in the broader cloud computing industry. Tim and his team are beyond excited for this recognition and the future of legal technology.
Todd Carey
Oct 15, 2020

For I Am Ruth, a Tribute to RBG Children's Book OUT NOW!!!

Natalie Elisha Gold, a celebrity wealth attorney and women's empowerment advocate has just launched For I Am Ruth, a children's book that all will love (no matter your politics). It is an uplifting and inspiring read for all children. The message: anything is possible if you just believe!
Todd Carey
Oct 15, 2020

Forbes Article - 15 Tips To Keep A Growing Business Lean And Save Money

As a member of the Forbes Coaches Council, Rick Itzkowich is a frequent contributor to expert panel articles on business topics. In this Forbes article released October 14, 2020, Rick shared his perspective on the topic of keeping a growing business lean and mean while saving the green. He proposes finding ways to turn fixed costs into variable ones. https://bit.ly/2T0W5Vq
Todd Carey
Oct 15, 2020

Lisa Anderson was Quoted by Harvard Business Review Analytic Services

Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP was quoted in “Drive Agility and Innovation with ERP in the Cloud”. Full Story… https://hbr.org/resources/pdfs/comm/microsoft/ERPinthecloud.pdf
Todd Carey
Oct 14, 2020

Loreen Gilbert Recognized With Silver Stevie Award in 2020 Stevie Awards for Women in Business

Loreen Gilbert has been named the winner of a Silver Stevie® Award in the Female Entrepreneur of the Year category in the 17th annual Stevie Awards for Women in Business. Read more about this award and Loreen’s accomplishment here: https://www.wealthwisefinancial.com/blog/stevie-award-press-release
Todd Carey
Oct 14, 2020

Jodi Daniels of Red Clover Advisors Featured on Medium's Authority Magazine

5 Things You Need To Know To Optimize Your Company's Approach to Data Privacy and Cybersecurity: https://medium.com/authority-magazine/jodi-daniels-of-red-clover-advisors-5-things-you-need-to-know-to-optimize-your-companys-approach-3c3d3a4dc4e4
Todd Carey
Oct 14, 2020

Gene Hollander Speaks At NBI School Law Conference

Gene Hollander, a member of Chicago III, spoke at NBI's School Law: Handling Mental Health Issues seminar on October 8, 2020. Gene was requested to speak after settling a sexual assault case against a school district and its special needs cooperative. Gene's client, who had Down's Syndrome and autism, was sexually assaulted by another student at school. The case settled for $1.75 million.
Todd Carey
Oct 14, 2020

Mahyar Ghassemian Interviewed on Business Growth Cafe Podcast

Mahyar Ghassemian, Founder & President of Ghassemian Law Group and ProVisors Member is in court with Angelo Ponzi today or rather at the Business Growth Café to discuss a wide variety of topics when it comes to business law. https://businessgrowthcafe.podbean.com/e/when-is-the-last-time-you-had-a-legal-checkup/
Todd Carey
Oct 14, 2020

Women of Influence: Accounting

Coral Hansen was named to the Los Angeles Business Journal's 2020 Women of Influence: Accounting. This is her second year in a row to receive this prestigious honor. Coral is a forensic accountant and specializes in engagements involving forensic accounting, litigation support, expert witness testimony, fraud investigations and the investigation, evaluation and quantification of economic damages.
Todd Carey
Oct 14, 2020

Steve Donell - California Receivers Forum

Steve Donell, Receiver, is pleased to announce his election to the California Receivers Forum Statewide Board of Directors for 2021-2022.
Todd Carey
Oct 14, 2020

Angela Reddock-Wright Quoted in Southern California Record (10/12/20)

Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West, and the Founding and Managing Partner of the Reddock Law Group, was interviewed by Southern California Record for her expert commentary on Judicial Watch's recent lawsuit requesting an injunction that would stop a new state law, AB 979, from requiring corporations headquartered in California to appoint a mandatory number of racial minorities on their board of directors by the end of 2021. Link to article: https://tinyurl.com/y46r2fa8
Todd Carey
Oct 14, 2020

Women Creating Change Panel Speaker

Nina N. Ameri, Esq entertainment attorney and Women Creating Change board member was a panelist on the topic "Forming Creative Partnerships in Uncertain Times in the Film and TV Business". The panel discussed forming new partnerships and collaborations in the rapidly changing entertainment industry, the development process and how to adapt to Covid-19 regulations.
Todd Carey
Oct 14, 2020

Cameo Roberson Quoted in Wealth Management Magazine

Virtual COO, Business Coach & Operations Strategist, Cameo Roberson, AAMS® (SAM2), Founder of Atlas Park Consulting & Finance was quoted in the article ‘With Social Distancing and Remote Work, Many Advisors Embraced Social Media’. Full Story, click here: https://www.wealthmanagement.com/marketing/social-distancing-and-remote-work-many-advisors-embraced-social-media
Todd Carey
Oct 14, 2020

Watch Loreen Gilbert on TD Ameritrade's The Watch List

Click here to view: https://urldefense.com/v3/__https://tdameritradenetwork.com/video/rB4AoXTJGxKBdOXZLGMGMw__;!!Cz2fjcuE!228rZqia99DNiVfB3ZbRTLu8DS6cntyKvXzSXXAhBxyKSuEyZzDcKjwrQM_PsNvD3vXiZ4Aq$
Todd Carey
Oct 14, 2020

Glenn Gow - Forbes Article: The AI Threat: Winner-Takes-All

Imagine a technology that can help you improve faster than your competitor. A technology that can enable you to surpass your competitor and eventually take an insurmountable lead. Read the article here: https://www.forbes.com/sites/glenngow/2020/10/04/the-winner-takes-all-threat-of-ai/#5f207e374379
Todd Carey
Oct 14, 2020

David Liptz - CPA-Captive Insurance

Dave was just named as one of the top 3 Captive Insurance CPA's in the USA. Captive International is proud to name the winners of its inaugural US Captive Awards, recognizing the best in class providers across the full spectrum of disciplines active in the captive insurance industry.
Todd Carey
Oct 14, 2020

Check out Loreen Gilbert's Media Appearance in this CCN Article

Click here to read: https://urldefense.com/v3/__https://www.ccn.com/3-reasons-debate-train-wreck-s-p-500-rally/__;!!Cz2fjcuE!228rZqia99DNiVfB3ZbRTLu8DS6cntyKvXzSXXAhBxyKSuEyZzDcKjwrQM_PsNvD3sNENQGb$
Todd Carey
Oct 14, 2020

Daniel B. Capobianco: The WealthCounsel Award for Scholarship Recipient

This award recognizes a member who provides thought leadership and volunteers their time as a WealthCounsel speaker or author on legal substantive topics. Daniel is consistently generous with his time as a regular contributor to WealthCounsel's continuing legal education program. Most recently, he has been instrumental in the creation of the updated Tax Intensive course, which was released in August 2020.
Todd Carey
Oct 14, 2020

Check out Loreen Gilbert's Media Appearance in this Cantech Letter Article

Click here to read:https://urldefense.com/v3/__https://www.cantechletter.com/2020/09/biden-trump-bull-market/__;!!Cz2fjcuE!228rZqia99DNiVfB3ZbRTLu8DS6cntyKvXzSXXAhBxyKSuEyZzDcKjwrQM_PsNvD3t7DVo98$
Todd Carey
Oct 14, 2020

Alan Koenigsberg, MBA: Partner Exam & Agency Re-Certification - HubSpot

Alan completed and was awarded the HubSpot Certified Partner certification for the second time. He founded Agile Digital Marketing, an inbound digital marketing agency in 2004 and the agency became a certified HubSpot Partner in January 2018. The agency's business is run on the HubSpot CMS, Marketing, Sales and Service platform.
Todd Carey
Oct 14, 2020

Sarah Braun & Gideon Grunfeld Speak at International SAFE Conference

On October 2, Sarah Braun, Esq. (Westside) and Gideon Grunfeld (DTLA4 GL; Brentwood), both of Rainmaking For Lawyers, spoke at the International Conference of the Scientific Association of Forensic Examiners (SAFE) 2020 SAFE International Conference. They spoke to a gathering of document examiners from three continents. Their presentation was entitled, How to Land Law Firm Clients. The conference was organized and the presentation was made possible by Mike Wakshull (Newport Beach), Vice President of SAFE and forensic document examiner extraordinaire.
Todd Carey
Oct 14, 2020

Lisa Anderson Quoted in ACHR News

Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP is quoted in the article "Distributors Face Many Options As Customer E-Commerce Habits Accelerate:. Full Story: https://www.achrnews.com/articles/143778-distributors-face-many-options-as-customer-e-commerce-habits-accelerate
Todd Carey
Oct 14, 2020

Eichenstein Law Firm Completes Trademark Rebrand for Las Vegas Casino

Happy to announce that the Eichenstein Law Firm successfully registered over 10 Federal trademarks for the new Sahara Las Vegas Hotel and Casino.
Todd Carey
Oct 14, 2020

Cameo Roberson quoted in Wealth Management.com Magazine

With social distancing and remote work, many advisors embraced social media. When advisors were asked to keep physical distance from clients and colleagues, they turned to social media more than ever before. Cameo shares networking tips that have helped her connect with even more professionals! https://www.wealthmanagement.com/marketing/social-distancing-and-remote-work-many-advisors-embraced-social-media
Todd Carey
Oct 14, 2020

Dina Eisenberg: Practicing Law on My Own Terms

What could you achieve if you had a value-aligned, effective team? Dina believes that the future of law belongs to lawyers who are willing to let go of the old ways and embrace the new. An Ombuds program is one of the best ways to privately deal with internal issues. Read the article here https://issuu.com/marylandstatebarassociation/docs/issue_2_2020_maryland_bar_journal_magazine___msba-?fr=sOTE0ODE1OTg0OTE
Todd Carey
Oct 14, 2020

Anne Laguzza Featured on SB Pace

In this feature article, Anne Laguzza shares what drives The Works Consulting's mission to develop leaders along with lessons she's learned as a successful small business owner and advice for those looking to start their own small business. Read the article here: https://www.sbpace.com/blogs/shoutout-to-small-business-the-works-consulting
Todd Carey
Oct 13, 2020

Contributing Author in the Ark Group's Book, Business Development for a New Legal Ecosystem

Merry contributed the chapter, "Overcoming Inertia - Creating a Successful Business Development Culture during a Crisis." Anyone wishing a copy of the chapter can receive one by emailing Merry at merry@emconsults.org
Angelo PonziMA - Orange County - November 2020Member Achievements
October 9, 2020

Angelo Ponzi – Turning an Eye Towards Your Future Business

Many business leaders are waiting for clarity to move forward confidently. However, history has shown that there is a high cost with waiting: to your marketing, to your business, to…
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Amber SetterMember Achievements
October 9, 2020

Amber Setter’s Thought Leadership Featured in California

Amber Setter- a professional services business coach- authored “Identity Shift: CPA Performance Begins with Consciousness” after noticing a significant gap in accounting news- no one was talking about the psychological…
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Lynette StolarzykMA - San Francisco - November 2020Member Achievements
October 9, 2020

Lynette Stolarzyk (SF13): Tax Adviser Article

Lynette Stolarzyk (SF13) and Dave Gette of Baker Tilly co-authored a Tax Adviser article on Legal Entity Rationalization and Simplification.
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Juan RosMA - Los Angeles - November 2020Member Achievements
October 9, 2020

Juan Ros, CFP® Presents at National Financial Planning Conference

Juan Ros, CFP®, financial advisor with Forum Financial Management, presented at the Financial Planning Association (FPA) 2020 Annual Conference on October 1. Juan's breakout session, "Making Philanthropy a Part of…
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Monica BurneikisMA - San Francisco - November 2020Member Achievements
October 9, 2020

Monica J. Burneikis Named by San Francisco Magazine as one of the Top Attorneys in Northern California

Monica J. Burneikis, Founding Attorney of Burneikis Law in Oakland, California, is honored to announce she was named by San Francisco Magazine as one of the Top Attorneys in Northern…
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Sarah TetlowMA - San Francisco - November 2020Member Achievements
October 9, 2020

Technology for Mindfulness Podcast Interviews Sarah Tetlow

Robert Plotkin (Waltham) of Blueshift IP hosts a podcast, Technology for Mindfulness. Recently, Robert interviewed Sarah Tetlow of Firm Focus (SF 12) on the show. Join the great conversation diving…
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Klaudia KovacsMA - Los Angeles - November 2020Member Achievements
October 9, 2020

Klaudia Kovacs – Cold War Documentary Purchased by University Library

Oscar-contender filmmaker and LEGACY DOCUMENTARIES expert's Cold War documentary, TORN FROM THE FLAG, has been purchased by another library: University of Vermont - Howe Library. Schools, libraries, non-profits, and all…
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Scott SpiroMA - Los Angeles - November 2020Member Achievements
October 9, 2020

Scott Spiro – SugarShot – ABC News Interview

Interviewed on CBS World News in regards to the recent cybersecurity breach targeting the health care industry. To view it, click here.
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Anne LaguzzaMA - Orange County - November 2020Member Achievements
October 9, 2020

Anne Laguzza, CEO of The Works Consulting, Featured on TLNT

In an op-ed for TLNT.com, Anne Laguzza breaks down why Zoom Fatigue is a misnomer, provides a process for building more engaging meetings and offers creative ways that leaders can…
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Tony PennMA - Orange County - November 2020Member Achievements
October 9, 2020

Tony Penn Interviewed on Business Growth Cafe Podcast

On the podcast talk leadership, and what and how leaders need to focus during these crazy times.
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Regina LarkMA - Los Angeles - November 2020Member Achievements
October 9, 2020

Regina Lark/A Clear Path: Top 21 in Los Angeles

For a third year in a row, Regina Lark, and her team at A Clear Path, are recognized as 1 of 21 "Best Los Angeles Home Organizers" (from a pool…
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Paul SupnikMA - Los Angeles - November 2020Member Achievements
October 9, 2020

Paul Supnik Appointed Secretary of the Intellectual Property Section of the Federal Bar Association

Paul Supnik has been appointed for a two year term as Secretary of the Intellectual Property Section of the Federal Bar Association. The Federal Bar Association is a nationwide organization…
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MA - Orange County - November 2020Member Achievements
October 9, 2020

Watch Loreen Gilbert on CNBC’s Trading Nations

Click here to view the video.
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MA - Orange County - October 2020Member Achievements
October 1, 2020

Loreen Gilbert’s Bloomberg TV Appearance

To view Loreen's most recent Bloomberg TV appearance, click here.
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Doron M TisserMA - Los Angeles - October 2020Member Achievements
October 1, 2020

Doron M. Tisser Named to Best Lawyers in America

Doron M. Tisser is proud to announce that he has been included in the 2021 Edition of The Best Lawyers in America©, in the area of Trusts & Estates
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Shantae HansenMA - Orange County - October 2020Member Achievements
October 1, 2020

Shantae’ Hansen – Accent Computer Solutions Recognized as Top 5 Cybersecurity Provider in Southern California

Accent Computer Solutions, Inc. has earned a spot on the Top 250 list of Managed Security Service Providers (MSSP). Accent is one of three California MSPs to be on both the…
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MA - Orange County - October 2020Member Achievements
October 1, 2020

Loreen Gilbert on Bloomberg Radio

To listen to Loreen's recent radio appearance, click here.
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Dita ShemkeMA - Orange County - October 2020Member Achievements
October 1, 2020

Dita Shemke, Chair for 2020 Women on Boards

Following a successful 2019 launch of 2020 Women on Boards campaign in Orange County, Dita Shemke is again leading the effort as Chair of the 2020 Women on Boards Orange…
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Alan HermanMA - Orange County - October 2020Member Achievements
October 1, 2020

US Navy Commissions Alan Herman & Associates for Strategic Marketing Program

The marketing, branding and advertising firm of Alan Herman & Associates was honored recently by being awarded a strategic planning program assignment utilizing the 50-year-old firm's proprietary Strategic Road Map.…
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Klaudia KovacsMA - Los Angeles - October 2020Member Achievements
October 1, 2020

Klaudia Kovacs New Olympic Film in Media

Klaudia is happy to share that her new, Olympic film, CHILDREN OF CHAMPIONS, has a write-up in the Hungarian American Journal. Enjoy the article here. If you eventually want to…
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Joe AdamsMA - Los Angeles - October 2020Member Achievements
September 24, 2020

Immigration Lawyer Joe Adams Interviewed on LATV

Immigration lawyer Joe Adams speaks with LATV about recent developments in immigration law as it relates to artists, entertainers, tv/film, and LGBTQ+ families. For more information, click here. (segment starts at…
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Klaudia KovacsMember Achievements
September 24, 2020

Klaudia Kovacs New Olympic Documentary in Media

Oscar contender documentarian and her new, international, Olympic documentary is featured in the Hungarian American Journal. Learn more, click here.
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Angela ReddockMA - Los Angeles - October 2020Member Achievements
September 24, 2020

Angela Reddock-Wright Named to Professional Woman’s Magazine’s Special “Wonder Woman” Feature

Angela Reddock-Wright, an employment law mediator and arbitrator with Judicate West and the Founding and Managing Partner of the Reddock Law Group, was named to Professional Woman's Magazine's Special "Wonder…
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Ramit MizrahiMA - Los Angeles - October 2020Member Achievements
September 24, 2020

Ramit Mizrahi’s Article is the Cover Feature of the California Labor & Employment Law Review

The September 2020 issue of the California Labor & Employment Law Review features Ramit Mizrahi’s article, titled “Same Ocean, Different Boats: The Pandemic’s Disproportionate Impact on Certain Workers, Employment Law’s…
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MA - Orange County - October 2020Member Achievements
September 24, 2020

Lisa Anderson Quoted in TechTarget

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “Top Change Management Tips for ERP Implementation Success”. Full…
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Juan RosMA - Los Angeles - October 2020Member Achievements
September 24, 2020

Juan Ros, CFP®, AEP®, CEPA, CSPG Teaches Financial Planning to Gift Planners

On Sept. 21-22, Juan Ros, financial advisor with Forum Financial Management, taught a cohort of charitable gift planners in Module 1 of the Certified Specialist in Planned Giving (CSPG) professional…
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Chris KingMA - Los Angeles - October 2020Member Achievements
September 24, 2020

Chris King Interviewed on the Business Growth Cafe Podcast

Today at the Business Growth Café, Angelo Ponzi is joined by Chris M. King, President & CEO of Status Flow, who says that by disrupting your flow, you can get…
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Linda DuffyMA - Orange County - October 2020Member Achievements
September 24, 2020

Linda Duffy and Phuong Jennings Interviewed by LA Times Reporter

Linda Duffy (GL OCNP, NPC2, OCM) and Phuong Jennings (NPC2) were interviewed by the LA Times regarding the Cal Savers retirement program in CA. Read more, click here.
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Gail CovingtonMA - San Francisco - October 2020Member Achievements
September 24, 2020

Gail Covington Receives Family Wealth Director Designation

Morgan Stanley announced that Gail Covington, a Senior Vice President in the Firm’s Wealth Management office in San Francisco, has earned Morgan Stanley’s Family Wealth Director Designation.
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Noelle ValentinoMember Achievements
September 23, 2020

Noelle Valentino Featured in Arroyo

ProVisors members Noelle Valentino and Morgana Blackwelder of John Moran Auctioneers and Appraisers were featured on the cover of the September issue of Pasadena's Arrroyo Magazine. They were interviewed for…
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MA - Los Angeles - October 2020Member Achievements
September 23, 2020

Is Trump or Biden Better for the Stock Market? John Grace, Columnist, Wave Publications

Is it true the stock market does better under a Republican president? The answer is a bit more complicated, but it's a good answer! Learn more, click here.
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Lee LueddemannMember Achievements
September 23, 2020

Lee Lueddemann Now Credentialed CIPP/US

Lee Lueddemann earned the ANSI-accredited Certified Information Privacy Professional/United States (CIPP/US) credential through the International Association of Privacy Professionals (IAPP). The CIPP/US demonstrates a strong foundation in U.S. privacy laws,…
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Richard GolubowMA - Orange County - October 2020Member Achievements
September 23, 2020

Richard Golubow Panelist in Distressed Debt Roundtable Discussion

Richard Golubow, a founder and the managing partner of Winthrop Golubow Hollander, LLP, a premier bankruptcy, insolvency and financial restructuring law firm located in Newport Beach, California, was a panelist…
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MA - Orange County - October 2020Member Achievements
September 18, 2020

Lisa Anderson Interviewed on Shark Bite Biz

Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP is interviewed by David Strausser on the topic “Growing Your Business…
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James VanreuselMA - San Francisco - October 2020Member Achievements
September 18, 2020

James Vanreusel Interviewed on the Stride 2 Freedom Podcast

James Vanreusel, CEO of Vanreusel Ventures, which provides independent corporate finance and part-time CFO services for international companies and scaling corporate companies, was recently interviewed on Stride 2 Freedom podcast…
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Frank LicataMA - New England - October 2020Member Achievements
September 18, 2020

LicataRisk Named Top Risk Advisor in Lawyers Weekly’s 2020 Survey

Frank Licata is happy to announce that the attorney community in the Northeast has recognized Licata Risk Advisors as #1 in the Risk Management category again this year. LicataRisk consultants…
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Rick ItzkowichMA - San Diego - October 2020Member Achievements
September 18, 2020

Rick Itzkowich – 15 Nimble Ways to Evolve A Business Model When Markets Shift

Are you in a position to adapt your business to meet the evolving COVID-19 economic twists and turns? During these uncertain times, you may need to let go of how…
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Neville JohnsonMA - Los Angeles - October 2020Member Achievements
September 18, 2020

Neville Johnson Gets Class Certification for Talent

Neville Johnson’s firm along with colleagues just got a ruling establishing a class action for over 90,000 non-featured musicians and vocalists. It's a hard fought matter against SAG-AFTRA and the…
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Igor DrabkinMA - Los Angeles - October 2020Member Achievements
September 18, 2020

Igor Drabkin Quoted in Law360 Article

Igor Drabkin, one of Holtz, Slavett & Drabkin principals, was quoted in a recent Law360 article about how mail logjam in the Tax Court, caused by the coronavirus related shutdown,…
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Scott MaiborMA - New England - October 2020Member Achievements
September 18, 2020

Scott Maibor 2021 Medicare Certified

As of last week Scott Maibor is AHiP (Medicare) certified for 2021 and has completed all of his carrier requirements. Medicare Annual Enrollment starts October 15th for January 1, 2021…
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Justin BreenMA - Chicago - October 2020Member Achievements
September 15, 2020

Justin Breen Wins Trumpet Award from Publicity Club of Chicago for Third Straight Year

ProVisors member Justin Breen, the founder/CEO of BrEpic Communications LLC, won a Silver Trumpet award from the Publicity Club of Chicago at the 61st annual Golden Trumpet Awards competition on…
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Daniel DinurMA - Atlanta - October 2020Member Achievements
September 15, 2020

Daniel Dinur The Impact of COVID-19 on Middle Market Mergers and Acquisitions

Daniel’s latest blog, co-authored with his long-time friend and collaborator, Bill Inman. Learn more, click here.
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MA - Los Angeles - October 2020Member Achievements
September 15, 2020

John Grace on TD Ameritrade 9/20

Do investors learn more from having their assets kissed or their assets killed? Tune in to see how day traders differ from long-term investors.
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Anne LaguzzaMA - Orange County - October 2020Member Achievements
September 15, 2020

Anne Laguzza Interviewed on Three B’s on the Law Podcast

Anne Laguzza, CEO of The Works Consulting which provides human resources management, leadership development and performance coaching, was interviewed on Three B’s on the Law podcast. She answers the question…
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Angela ReddockMA - Los Angeles - October 2020Member Achievements
September 15, 2020

Angela Reddock-Wright Featured in LA Times (09/11/20)

The Los Angeles Times featured Angela Reddock-Wright's law and mediation practice in the 9/11/20 article, "What happens when COVID shuts civil courts?". Reddock-Wright, a practicing attorney for nearly 25 years,…
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Elizabeth Monnin-BrowderMA - New England - October 2020Member Achievements
September 11, 2020

Elizabeth Monnin-Browder Elected to Partnership of Hirsch Roberts Weinstein LLP

Hirsch Roberts Weinstein LLP is proud to announce that Elizabeth Monnin-Browder was elected to the partnership effective September 1, 2020. Liz is an experienced employment attorney who focuses her practice…
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MA - Orange County - October 2020Member Achievements
September 11, 2020

Loreen Gilbert on Barron’s Live Podcast

Click here to listen to Loreen speak about An Investor's Guide to Employer Stock.
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MA - Orange County - October 2020Member Achievements
September 11, 2020

Loreen Gilbert on Reuters TV

Loreen Gilbert appears on Reuters TV to talk about small and midcap stocks. For more information, click here.
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MA - Orange County - October 2020Member Achievements
September 11, 2020

Listen to Loreen Gilbert on Bloomberg Radio!

Click here to listen to Loreen's recent appearance on Bloomberg Radio:
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MA - Orange County - October 2020Member Achievements
September 11, 2020

Watch Loreen Gilbert on CNBC’s Power Lunch

Click here to view.
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MA - Orange County - October 2020Member Achievements
September 11, 2020

Lisa Anderson Interviewed on Supply Chain Brain

Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP talks with Robert Bowman on “Stabilizing Supply Chains in Unstable Times”.…
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Rodney HatleyMA - San Diego - October 2020Member Achievements
September 11, 2020

Connect Our Elders Interview with Rod Hatley

Rod Hatley was the guest of Sarah Christ Barker CEO of Connect Our Elders. Sarah’s YouTube interviews provide elders and their adult children with resources and guidance to support dignified…
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Jonathan BelloMA - New England - October 2020Member Achievements
September 11, 2020

Jonathan Bello Named to QuickBooks Top 100 ProAdvisor list

QuickBooks accounting expert Jonathan Bello was selected as a Top 100 ProAdvisor for the fourth year in a row by Insightful Accountant. Jonathan is an Elite-level ProAdvisor with fifty-five 5-Star…
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Klaudia KovacsMA - Los Angeles - October 2020Member Achievements
September 11, 2020

Klaudia Kovacs British Film Institute Lists Oscar-Contender Film

The British Film Institute lists Oscar-contender documentary, TORN FROM THE FLAG, in their library. The movie was made by multi-award-winning director and LEGACY DOCUMENTARIES specialist, Klaudia Kovacs. If you'd like…
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Karen FitzgeraldMA - Dallas - October 2020Member Achievements
September 11, 2020

Karen Fitzgerald Named to The Best Lawyers in America 2021

Karen Fitzgerald, owner of Fitzgerald Law, PLLC, was named to the 2021 edition of the Best Lawyers in America in Employment Law for Individuals.
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Pete RavaniMA - Silicon Valley - October 2020Member Achievements
September 11, 2020

Pete Ravani Podcast: Stride 2 Freedom Speaker Series

In this interview conducted by Russell Benaroya, Partner at Stride, titled 'The Strategic Value of a 401(k) with Pete Ravani, Advisor, CBIZ', Pete spends time chatting about the strategic value…
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Barry CohnMA - Los Angeles - October 2020Member Achievements
September 11, 2020

Barry Cohn Quoted in BenefitsPro September Issue

Barry Cohn Really Great Employee Benefits was quoted in the September Issue of BenefitsPro speaking on practice management in the employee benefits area.
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Rich CocuzzoMA - Orange County - October 2020Member Achievements
September 11, 2020

Rich Cocuzzo on the Business Growth Cafe Podcast

Rich Cocuzzo, the founder and president of Sales Velocity Advisors, to talk war stories, the good, the bad, and the ugly of today’s business environment and to provide some insights…
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Brenda AllisonMA - Los Angeles - October 2020Member Achievements
September 11, 2020

Insurance Broker Brenda Allison Honored by WEV

VENTURA, California – Brenda Allison, founder of two successful Ventura County insurance agencies and the Chief Executive Officer of Coast General Insurance Brokers, has been selected to receive the Women’s…
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Perryn HoltropMA - Orange County - October 2020Member Achievements
September 11, 2020

Perryn Holtrop Interview on Business Growth Cafe Podcast

Perryn Holtrop, Founder, and CEO of Pay Nation joined Angelo Ponzi at the Cafe this week to discuss the good, bad, and ugly of accepting credit cards for your business.…
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Angela ReddockMA - Los Angeles - October 2020Member Achievements
September 11, 2020

Angela Reddock-Wright Was a Guest on Fox 11 News (08/30/20)

On August 30, 2020, Angela Reddock-Wright, an employment law mediator and arbitrator with Judicate West and the Founding and Managing Partner of the Reddock Law Group, was a guest on…
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Jon CieslakMA - San Diego - October 2020Member Achievements
September 11, 2020

Jon Cieslak Named “One to Watch” by Best Lawyers

Antitrust litigator and white-collar criminal defense lawyer Jon Cieslak was named "One to Watch" by Best Lawyers for his work in commercial and antitrust litigation. For more information, click here.
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Todd CareyMA - New England - October 2020Member Achievements
September 7, 2020

Mass Lawyers Weekly 2020 Reader Ranking Awards – Todd Carey

Todd Carey, SVP, at UBS Private Wealth Management, was selected as a Massachusetts Lawyers Weekly 2020 Reader Rankings Award winner in the Wealth Management category. Full rankings here.
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MA - Orange County - October 2020Member Achievements
September 7, 2020

Loreen Gilbert is Quoted in Plan Sponsor Magazine

Congratulations Loreen! View the article here.
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Juan RosMA - Los Angeles - October 2020Member Achievements
September 7, 2020

Juan Ros, CFP®, Publishes Article on Charitable Strategy to Consider Now

Juan Ros, CFP®, financial advisor and philanthropic planning specialist with Forum Financial Management, was published in the Forum Knowledge blog. Juan's article, "Estate Planning Using a Charitable Lead Trust," highlights…
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Amy StewartMA - Dallas - October 2020Member Achievements
September 7, 2020

Amy M. Stewart Named to The Best Lawyers in America

Last week, Amy M. Stewart, Founding Partner of Stewart Law Group PLLC, was named to the 2021 edition of the Best Lawyers in America. In addition to Best Lawyers, Amy…
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MA - Orange County - October 2020Member Achievements
September 7, 2020

Loreen Gilbert Quoted in ETF Trends Magazine

Congratulations Loreen! View article here.
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MA - Orange County - October 2020Member Achievements
September 7, 2020

Lisa Anderson Featured in Brushware Magazine

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc., discusses how the last mile has become the last minute in “Reshoring: Is It…
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Scott NellMA - Los Angeles - October 2020Member Achievements
September 7, 2020

Scott Nell lists Historic Hancock Park “Music House” once owned by James Ingram

Congratulations to Scott Nell of Keller Williams' The Nell Team for getting this listing of the famous "music house," once owned by the founder of the LA Philharmonic and the…
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MA - Los Angeles - October 2020Member Achievements
September 7, 2020

John Grace on TD Ameritrade 8/24/20

Looking for more consistency no matter the market? John explains what we can learn from the real smart money like the Yale Endowment, for more information, click here.
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Matt ManaviMA - Orange County - October 2020Member Achievements
September 7, 2020

Matt Manavi Guests on PROFIT With A Plan Podcast

Marcia Riner talks with business valuation & sales expert Matt Manavi about how to value your business & what makes it worth more. Matt is a certified business broker &…
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Michael ConleyMA - New England - October 2020Member Achievements
September 7, 2020

Mike Conley Chosen by Best Lawyers®

Best Lawyers® has recognized Mike Conley in the areas of Plaintiffs Personal Injury and Insurance law for 2021. This is Mike's seventh consecutive year for such recognition, including Lawyer of…
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Angela ReddockMA - Los Angeles - October 2020Member Achievements
September 7, 2020

Angela Reddock-Wright Profiled in the Los Angeles Business Journal’s “Executive Insights” Column

Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West, and the Founding and Managing Partner of the Reddock Law Group, was profiled in the Los Angeles Business Journal's "Executive…
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MA - Orange County - October 2020Member Achievements
September 7, 2020

Loreen’s Latest TD Ameritrade Appearance

View Loreen's interview, click here.
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Arthur PfeffermanMA - Los Angeles - October 2020Member Achievements
September 7, 2020

Arthur Pfefferman SFVB’s The Valley 200 Recognitions

On July 20, 2020 in its fifth year of recognitions, San Fernando Valley Business Journal's “The Valley 200” recognized Arthur Pfefferman as one the 200 Most Influential Leaders. Learn more,…
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David KestenbaumMA - Los Angeles - October 2020Member Achievements
September 7, 2020

David S. Kestenbaum Selected as 2021 Super Lawyer Again!

Criminal Defense Attorney David S. Kestenbaum has once again been named to the list of Super Lawyers representing the top 5% of lawyers in that arena. Mr. Kestenbaum celebrated his…
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Gregory CarafelloMA - New York - October 2020Member Achievements
September 7, 2020

Gregory Carafello Professional Business Broker

The New York Association of Business Brokers has nominated Gregory Carafello as a Member of the Board of Directors in addition as the Vice President of the Board of Directors.…
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Dana ChidekelMA - Los Angeles - October 2020Member Achievements
September 7, 2020

Dr. Dana Chidekel Completes Licensure in Oklahoma

Dr. Dana Chidekel, board certified in pediatric and adult neuropsychology, has been licensed in California since 1995. She just completed licensing in Oklahoma, and she is license- pending in Connecticut.…
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Angela ReddockMA - Los Angeles - October 2020Member Achievements
September 7, 2020

Angela Reddock-Wright Featured on SheSez With Linda Grasso Podcast

Angela Reddock-Wright, an employment law mediator and arbitrator with Judicate West and the Founding and Managing Partner of the Reddock Law Group, was featured on this week's SheSez With Linda…
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Rodney HatleyMember Achievements
August 28, 2020

Rod Hatley Interviewed on “Selling Your Business” Podcast

Rod Hatley was recently the guest of CPA and M&A attorney David King’s “Selling Your Business” podcast. During the interview they cover the importance of getting an estate plan in…
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Ed CorreiaMember Achievements
August 28, 2020

Ed Correia’s Sagacent Technologies Honored in Annual MSP 501

Ed Correia (San Jose 4 member and GLA) had his business, Sagacent Technologies, listed as one of the planet’s top 501 managed service providers in the annual Channel Futures MSP…
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Juliet HuckMember Achievements
August 28, 2020

Juliet Huck featured in Bloomberg Law on how to “Win Your Virtual Trial With Visual Persuasion”

Juliet Huck, author of The Equation of Persuasion and founder of the Academy of Persuasion group training and e-learning series, was recently published in Bloomberg Law sharing her thoughts on…
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Allison TaborMember Achievements
August 28, 2020

GL Walnut Creek 3, Allison Tabor, Appointed Women Presidents’ Organization (WPO) Platinum V Facilitator

The Women Presidents’ Organization (WPO), a peer advisory group for million-dollar-plus, women-led companies, has named Allison Tabor, Owner of Coppia Advisory, as the new Chapter Chair of the Platinum V…
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Angela ReddockMember Achievements
August 28, 2020

Angela Reddock-Wright Selected for Inclusion in the Best Lawyers in America 2021 Edition (08/20/20)

Congratulations to Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West, and the Founding and Managing Partner of the Reddock Law Group, who has been selected by her peers…
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Francesca San DiegoMember Achievements
August 28, 2020

Women in Finance 2020: Extraordinary Leadership – Congratulations Francesca San Diego

“San Diego Business Journal is honored to celebrate “Women in Finance 2020.” We are saluting women executives in the banking and finance community who are making great strides in this…
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David LiebmanMember Achievements
August 25, 2020

David Liebman – COMMERCIAL REAL ESTATE – Still Strong During Covid

Michelin subsidiary Camso signed a 64-month lease in a new 252,208 sq. ft. warehouse, saving in excess of $1M thanks to David Liebman, SIOR, JD, Managing Broker of Merit Partners…
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Neville JohnsonMember Achievements
August 25, 2020

Neville Johnson Lawsuit Detailed Re Film Rights

Neville Johnson filed an action for noted author George RR Martin re movie rights to one of his creations. Learn more, click here.
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Jan BertholdMember Achievements
August 25, 2020

Jan Berthold’s Book is Featured in the CFO Summer Reading article in Forbes

The article highlights the 80/20 CFO book which is co-written by Suzy Taherian and Jan Berthold.
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Steven MartiniMember Achievements
August 25, 2020

Steven Martini Akpovi Partners Recognized With CalCPA Public Service Award

SoCal firm, Martini Akpovi Partners is extremely proud to be honored with the 2020 CalCPA Public Service Award! In addition to recognizing firms for their extraordinary efforts in serving their…
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Richard RenkinMember Achievements
August 25, 2020

Richard Renkin / Super Lawyer for 10 years

Richard M. Renkin, CFLS has been named a Super Lawyer for 10 years. He focuses his practice exclusively on family law matters. With offices in Encinitas and San Diego, he…
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Sylvia MiluMember Achievements
August 25, 2020

Sylvia Milu STS Named as a World’s Best MSP Again!

STRATEGIC TECHNOLOGY SOLUTIONS HONORED ON THE CUTTING-EDGE MSP 501 LIST We're proud to announce STS has been named as one of the world's premier managed service providers on the prestigious…
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Roberta GuiseMember Achievements
August 25, 2020

Roberta Guise Quoted in TechTarget

In an article highlighting the gender pay gap, Roberta Guise was quoted for her opinions about French versus United States policy on narrowing gender pay inequity. For the full story,…
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Susan SchwartzMember Achievements
August 25, 2020

Susan G. Schwartz Featured Speaker

Susan was a featured speaker at Toastmasters District 4 Leadership Institute. Congratulations Susan!
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Juan RosMember Achievements
August 25, 2020

Juan Ros, CFP® Appears on Charitable Giving Podcast

Juan Ros, CFP®, Financial Advisor with Forum Financial Management, was a guest on the "Charitable Chit Chat with Cathy and Claire" podcast, a radio magazine-style podcast by and about philanthropy…
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Member Achievements
August 25, 2020

‘What the Dr Did Not Order: Great Depression II’ – John Grace, Columnist, Wave Publications

What did your portfolio do from 2/19-3/23? While a 30% loss requires a gain of 50%, a 40% decline needs a return of about 66%, and a 50% draw down…
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Frank LicataMember Achievements
August 21, 2020

Frank Licata of LicataRisk Named Top Risk Advisor in Lawyers Weekly’s 2020 Survey

Frank is happy to announce that the attorney community in the Northeast has recognized Licata Risk Advisors as #1 in the Risk Management category again this year. We thank the…
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Dena OberstMember Achievements
August 21, 2020

Dena Oberst Interviewed by Women’s Millionaire Magazine

Dena Oberst - Sales Tax Guru, Founder and CEO of Gable Tax Group, was interviewed by Women's Millionaire Magazine. The sales tax impact of the SD v. Wayfair decision on…
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Tina AlleguezMember Achievements
August 21, 2020

Tina M. Alleguez – Selected as Super Lawyer

Tina M. Alleguez, Managing Partner of Alleguez Newman Goodstein LLP, was recently recognized as a “Super Lawyer”. Congratulations Tina!
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Robb CarusoMember Achievements
August 21, 2020

Robb Caruso – Driven Becomes Chambers’ Ranked

In recent news, Chambers and Partners, the internationally renowned legal rankings firm, has given Driven, Inc. top billing in its annual rankings for eDiscovery (litigation support) firms in the U.S.…
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