Tune in https://www.westlakefinancialadvisors.com/2021/02/19/john-grace-and-his-journey-of-leading-the-investor-market/ as John explains how much understanding our finances and their mindful utilization are essential skills in 2021.

Mar 01, 2021

Angela Reddock-Wright Quoted in SynchronyBank.com Article (02/17/21)

Angela Reddock-Wright was quoted in the Synchrony article, "10 Ways Black Women Can Fight the Persistent Pay Gap." Link to article: https://www.synchronybank.com/blog/millie/black-women-fight-pay-gap/?UISCode=0000000

Feb 25, 2021

Rufus Rhoades, Esq. Participates in Panel Discussion: U.S. Tax Treatment of Gifts and Inheritances From Nonresidents

On Tuesday, February 16, 2021, Rufus participated in a webinar panel discussing issues for trusts and estates counsel for gifts of U.S. assets by nonresident aliens, focusing on relevant tax rules and potential estate planning pitfalls and opportunities. The panel also outlined and analyzed hypothetical estate planning scenarios and offered effective planning techniques for counsel. Webinar is available for download at: https://www.straffordpub.com/products/u-s-tax-treatment-of-gifts-and-inheritances-from-nonresidents-2021-02-16

Feb 25, 2021

RICHARD GOLUBOW TOP RATED BANKRUPTCY ATTORNEY BY MARTINDALE-HUBBELL FOR 17th YEAR IN A ROW

Richard H. 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 rated “AV Preeminent” (5.0 out of 5.0) by Martindale-Hubbell® for the 17th year in a row.

Feb 22, 2021

New Appellate Podcast Episode on Bonds and Stays

Appellate attorney Tim Kowal (CSM) and co-host Jeff Lewis talk about appellate bonds and stays and other recent news from the California courts. The new episode of the California Appellate Law Podcast is out now at https://tvalaw.com/publication/appellate-bonds-and-stays-the-cal-appellate-law-podcast-ep-7. All episodes of the California Appellate Law Podcast are available at www.CALPodcast.com.

Feb 22, 2021

Lisa Anderson quoted in SelectHub

Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP was quoted in “ERP Justification: How to Help Stakeholders Understand ERP System Benefits”. Full Story… ERP Justification | How To Help Others Understand ERP System Benefits (selecthub.com)

Feb 17, 2021

Cameo Roberson, Freelance Contributor - US News & World Report

Freelance contributor for US News & World Report, Financial Advisor Practice Management Section. https://money.usnews.com/financial-advisors/articles/5-questions-to-ask-when-hiring-a-compliance-firm

Feb 17, 2021

Certified Coach by the Accelerating Coach Excellence / WBECS

In addition to being a professionally trained EOS™ Implementer (7.5 years), a Kolbe™ Certified Consultant (5 years) and a Predictive Index™ Certified Partner (5 years), Sergiu recently became a Certified Coach by the Accelerating Coach Excellence organization (ACE) run by David Peterson, former Head Executive Coach for Google, and David Goldsmith, co-founder of the International Coaching Federation. http://GetBusinessMomentum.com/LetsConnect

The Digital Economist is a global think tank focused “to be a driver in technological convergence, because technology is an enabler and our collective power to steer it towards human and planetary betterment is only answer to the most urgent needs of the hour.” ProVisors member Joe Adams will be joining them on February 26th to provide an update on U.S. immigration policy and discuss global migration more broadly.

Feb 08, 2021

Carisa Ferrer Named Managing Partner at Kirsch Kohn & Bridge CPAs

KKB is proud to announce that Carisa Ferrer is the Firm's new Managing Partner. Carisa joined KKB in 2006, and previously led the Firm’s Audit and Accounting practice. Carisa is KKB’s first female Managing Partner in the Firm’s 60-year history. Carisa will accept the reins from Stuart Jaffe, who will continue in his active role as senior partner in the Firm.

Feb 08, 2021

Super Lawyer

Scott Williams is proud to have been recognized as a "Super Lawyer" for the first time. He has esteemed company among his fellow ProVisors members and is honored to join their ranks.

Feb 08, 2021

Commissioned to speak at the NY Public Library

Donna Rustigian Mac has been chosen to speak on International Women's Day (March 8) for the NY Public Library. Donna, who has had a 40 year career in communications including 25 years in the media will speak on the topic of Overcoming Communication Barriers for All. https://www.nypl.org/events/programs/2021/03/08/healthy-human-communication-evolution-styles-and-skills-overcome

Feb 03, 2021

Janice Miller SuperLawyer 2021

Recognized again as Southern California SuperLawyer. See for specifics https://www.linkedin.com/feed/update/urn:li:activity:6760298461716975616/?commentUrn=urnlicomment(activity67602953617320796166760298420331790336)

Feb 03, 2021

Michael Caroff Produces Music Video Series

To stay active and connected during the moratorium on live music, Michael's band, Savor, created videos for 3 of their original songs, and a documentary short called "Behind the Camera." The first one has been released. https://youtu.be/7CvnS7zqHmU

Feb 02, 2021

Juan Ros, CFP®, Quoted in MarketWatch.com Article on GameStop Frenzy

Juan Ros, CFP® was quoted in an article published Feb. 1 on MarketWatch.com. The piece discussed the risks of using retirement savings to speculate in the stock market within the context of the recent market mania over GameStop and other Reddit-influenced stock movements. You can read the article here: https://www.marketwatch.com/story/retirement-tip-of-the-week-active-investing-a-reddit-fueled-gamestop-rally-and-your-retirement-savings-11612199469?mod=retirement

Feb 02, 2021

Angela Reddock-Wright/Reddock Law Group Featured in Los Angeles Sentinel (01/21/21)

The Reddock Law Group, founded by Angela Reddock-Wright, was featured in the Los Angeles Sentinel, the nation's largest African-American owned newspaper, for the firm's labor compliance work with the Los Angeles World Airports - LAX on its multi-billion-dollar LAMP construction and infrastructure project, which includes the building of the Automated People Mover and the Consolidated Rental Car Facility. tinyurl.com/2xbngfr9

Jan 30, 2021

Doron M. Tisser, Esq named Super Lawyer for 2021

Jan 27, 2021

Loreen Gilbert appears on Bloomberg TV

Watch Loreen Gilbert's recent appearance on Bloomberg TV: https://urldefense.com/v3/__https://vimeo.com/500610113__;!!Cz2fjcuE!zMwo8MljjjpxCZ0zkcYhqnI6fuQJAHzhN6MrFvK1DeAOqaZst5N7tO72Zy-ynZ2KrLwNIObe$

Mediate.com published Scott Levin's article titled, The End Game. You don’t have to hate your former spouse after you divorce, nor should you make yourself sick during the divorce process. This article speaks to how quality mediation services can help many of us through this process. ttps://www.mediate.com/articles/levin-end-game.cfm

Jan 19, 2021

Jeff Landau and Team 805 Real Estate Featured in Boss Magazine

Loreen Gilbert wins KX FM's Silver Tongue Award for raising $8000 for the radio station: https://www.latimes.com/socal/daily-pilot/news/story/2020-12-11/around-town-huntington-beach-drive-through-holiday-gift-event-for-the-needy

Jan 04, 2021

Lorein Brightwell's PLB Resources 3rd Annual Labor Law Update

Irvine Concourse, ProVisors members Stephanie Stringer, Associate at Hall Griffin Law Firm and her professional colleague John Cone, Of Counsel also at Hall Griffin, along with Rob Welbourn, CRIS of the Wooditch Company will be the esteemed speakers and the PLB Resources 3rd Annual Labor Law Update, Thursday, January 14, 2021. For more information www.plbresources.com.

Jan 04, 2021

Loreen Gilbert on Yahoo! Finance

WealthWise's Loreen Gilbert on her end of year market outlook: ttps://money.yahoo.com/video/wealthwises-loreen-gilbert-her-end-223705719.html

Jan 04, 2021

Angela Reddock-Wright Quoted in Fox News Article on Lori Loughlin's Future After Prison (12/28/20)

Angela Reddock-Wright was interviewed by Fox News for her expert commentary on actor Lori Loughlin's future, in terms of work and her career, after being released from prison for her part in the college admissions scandal. Can she make a comeback and redeem her reputation? Read the 12/28/20 article, with Reddock-Wright's comments, to find out: https://www.foxnews.com/entertainment/whats-next-lori-loughlin-after-prison

Dec 28, 2020

What are your grateful for? Leilani Quiray and Joe Martin featured on the Business Growth Cafe Podcast.

Dec 20, 2020

Angela Reddock-Wright Discusses 'COVID-19 Vaccinations and the Workplace' on NBC4 News (12/9/20)

On December 9, 2020, Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West and the Founding and Managing Partner of the Reddock Law Group, was a guest on NBC-4 News with anchors Colleen Williams and Chuck Henry, to discuss COVID-19 vaccinations and the workplace. Can employers require employees to take the COVID-19 vaccine in order to continue working or to return to work? Can employees refuse to take the vaccine? Watch the segment to find out! https://www.youtube.com/watch?v=rhJZvx7ouEc&t=4s

Dec 16, 2020

John Grace on TD Ameritrade Describing the Gift That Keeps on Giving

While there are over 263,000 financial advisors in the U.S., I am aware of only one who is giving the gift that keeps on giving to Essential Workers, https://www.westlakefinancialadvisors.com/2020/09/02/interview-with-td-ameritrades-market-overtime-2/

Dec 11, 2020

John Grace's New Book, "Making Finance Make Sense: Striving to Win"

Planning your financial future can be overwhelming, and answering life’s scary questions will ordinarily stop most before they start. We recognize that running out of money in retirement, maintaining economic freedom, or providing for loved ones is a part of life’s stressful summaries. Investing without risk is impossible. However, it is possible to diminish uncertainty by determining acceptable upside and downside risk. In this book, you will discover how to make finance make sense so you can confidently plan for your future.

Dec 11, 2020

Business Coach, Cameo Roberson Profiled in Investor's Business Daily

Dec 02, 2020

NEVILLE JOHNSON CLASS ACTION FOR ACTORS AGAINST SAG-AFTRA

Neville Johnson of Johnson & Johnson filed a class action against the SAG-AFTRA Health Fund for actors who are being denied health benefits. https://www.hollywoodreporter.com/thr-esq/sag-aftra-facing-class-action-complaint-over-cuts-to-insurance-coverage

Dec 02, 2020

Lisa Anderson a Panelist at World Manufacturing Forum: Back to the Future: Manufacturing Beyond COVID-19 Pandemic

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, President of LMA Consulting Group Inc., discusses the impact, reaction, and lessons learned in relation to manufacturing during COVID-19 Pandemic and looking to the future. Full story… https://worldmanufacturing.org/activities/forum-2020/back-to-the-future/

Dec 02, 2020

Matthew Berger Selected As A Super Lawyer For Third Consecutive Year

Matthew Berger of the Matthew I. Berger Law Group in Santa Barbara has been selected as a Super Lawyer for the third consecutive year in the Entertainment and Sports Law category. Matthew also continues to serve as the chair of the California Lawyers Association Entertainment and Sports Interest Group in the Intellectual Property Section.

Dec 01, 2020

U.S. News - Best Lawyers® Names Reddock Law Group a 2021 "Best Law Firm®"

The 2021 U.S. News - Best Lawyers® "Best Law Firms" list is out and Reddock Law Group is thrilled to announce that we have been included on this prestigious list for employment and labor law. As a dispute resolution firm (mediation, arbitration and investigations), we are happy to be included in the substantive law area where our practice focuses primarily.

Dec 01, 2020

Ann Badmus Receives United Nations Day Global Leadership Award

Ann Massey Badmus, a Dallas-based immigration attorney and founder of Badmus & Associates, recently received the 2020 Global Leadership Award fromThe Dallas Chapter of the United Nations Association (UNA) for her leadership in the organization's sustainable development goal (SDG) of reducing inequalities. To honor the founding ideals articulated in the United Nations Charter, the award honoros North Texans who have contributed to a more safe, equitable and sustainable world.

Dec 01, 2020

Catherine Mattice Published in Journal of Applied Communication Research

Targets of workplace bullying suffer mental and physical consequences of repeated abuse, while organizations experience diminished productivity, increased turnover, and bottom-line impacts. At the invitation of the editor to convene a diverse panel of experts on workplace bullying, seven scholars - including ProVisors member Catherine Mattice - responded to questions around the issues of bystander intervention; the relationship between marginalized identities and workplace bullying; and more. https://www.tandfonline.com/doi/full/10.1080/00909882.2020.1830148

Dec 01, 2020

Loreen Gilbert Appears on BBC World News

On November 25th, Loreen talks about the market transition since the election on BBC World News: https://www.youtube.com/watch?v=SE_dS_aEIsQ&feature=youtu.be

Dec 01, 2020

Lisa Anderson Quoted in Intelex Technologies

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 “Supply Chain Resiliency in a Pandemic World”. Full Story… https://www.lma-consultinggroup.com/wp-content/uploads/Supply_Chain_Resiliency_IR.pdf

Dec 01, 2020

"Making Finance Make Sense: Striving to Win" New Book by John Grace

Check out the interview on my book, https://podcasts.apple.com/us/podcast/ideas-impact-experts-share-3-big-ideas-to-transform/id894467185?mt=2 You can use your smartphone QR code scanner to use the Financial and Insurance calculators!

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.

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/

Nov 23, 2020

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

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/

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

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

Nov 16, 2020

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

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

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."

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/

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

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.

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

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/

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

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

Nov 09, 2020

John Grace Interview with Yahoo Finance

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.

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

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).

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.

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.

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.

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

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

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

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.

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

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.

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.

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/

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

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.

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

Oct 14, 2020

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

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

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.

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$

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.

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$

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.

Oct 14, 2020

Sarah Braun & Gideon Grunfeld Speak at International SAFE Conference

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…

ProVisors

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MA - Orange County - October 2020 Member Achievements

October 1, 2020

Loreen Gilbert on Bloomberg Radio

To listen to Loreen's recent radio appearance, click here.

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…

ProVisors

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MA - Los Angeles - October 2020 Member 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…

ProVisors

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MA - Orange County - October 2020 Member Achievements

September 24, 2020

Lisa Anderson Quoted in TechTarget

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MA - Atlanta - October 2020 Member 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.

ProVisors

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MA - Los Angeles - October 2020 Member 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.

ProVisors

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MA - Orange County - October 2020 Member 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…

ProVisors

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MA - Los Angeles - October 2020 Member 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,…

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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MA - San Diego - October 2020 Member 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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MA - New England - October 2020 Member Achievements

September 11, 2020

Jonathan Bello Named to QuickBooks Top 100 ProAdvisor list

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MA - Orange County - October 2020 Member 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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MA - Los Angeles - October 2020 Member 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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MA - San Diego - October 2020 Member 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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MA - New England - October 2020 Member 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 2020 Member Achievements

September 7, 2020

Loreen Gilbert is Quoted in Plan Sponsor Magazine

Congratulations Loreen! View the article here.

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MA - Los Angeles - October 2020 Member 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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MA - Dallas - October 2020 Member 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 2020 Member Achievements

September 7, 2020

Loreen Gilbert Quoted in ETF Trends Magazine

Congratulations Loreen! View article here.

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MA - Orange County - October 2020 Member 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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MA - Los Angeles - October 2020 Member 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 2020 Member 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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MA - Orange County - October 2020 Member 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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MA - New England - October 2020 Member 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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MA - Los Angeles - October 2020 Member 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 2020 Member Achievements

September 7, 2020

Loreen’s Latest TD Ameritrade Appearance

View Loreen's interview, click here.

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MA - Los Angeles - October 2020 Member 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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MA - Los Angeles - October 2020 Member 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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MA - New York - October 2020 Member 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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MA - Los Angeles - October 2020 Member 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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MA - Los Angeles - October 2020 Member 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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Member 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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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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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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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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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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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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Member Achievements

August 25, 2020

David Liebman – COMMERCIAL REAL ESTATE – Still Strong During Covid

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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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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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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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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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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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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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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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