Thrive 2021

Welcome to Thrive 2021! This virtual expo combines all the best of an “Ask the Experts” summit with a three-hour, open networking event.

About this Event

Think of it as a virtual ballroom with round tables that sit six people. At each table is an Expert on a particular topic. You can sit down and chat with the Expert (and whoever else happens to be sitting at the table), then you can wander off to another table, or head over to another ballroom where there is open networking.

Come and go as you please and share your story with everyone you come across.

WHILE THIS IS A FREE EVENT, YOU MUST REGISTER IN ADVANCE! SEATING IS LIMITED.

All attendees will also get an e-book with tips and strategies to help your business THRIVE in 2021.

Note – due to the technical complexities of this event, you must attend via an updated browser on your computer (Windows 10 or Mac IOS). The app being used will not work on your phone.

Virtual Summit

Date and Time

Wednesday – February 24, 2021
1:00 PM – 4:00 PM EST

Location

Online Event

Register Now

Meet our Presenters

Floor 3 – Table 9 - Adam Roth

What’s New In NY State Court?

Join trial lawyer Adam J. Roth for a discussion about the new rules of practice in New York State Court and how they may affect you going forward. We’ll share some stories about trials and cases that finished before Covid and talk about what to expect in the future. We’ll also be offering a free 15-minute consultation on any legal issue free of charge.

Floor 3 – Table 5 – Taxes-PPP-CPA

PPP/EIDL...What did I just sign?

What are the major the differences between the PPP and EIDL programs? Can your loan be forgiven? Do you qualify for the new round of PPP expiring on March 31, 2021? What is your exposure on the loans that you have already received? Your loan was forgiven, can you write that off? Dave B. Korcz, CPA, an outsourced CFO with a practice specializing in taxes for individuals and small closely held businesses, will be reviewing the recent assistance programs offered by the SBA during the pandemic.

Floor 3 – Table 12 - Tax be Gone!

The Secrets to Lowering Your Tax Bill

Have you looked at your tax bill and thought, “That can’t be right?” It’s possible you’re missing out on key tax strategies that are only unlocked when you implement the right bookkeeping solutions. Join Demetri Charalambous, EA in exploring the Holy Grail of tax shelters: your business. Come learn how your company can benefit from more tax deductions, built-in IRS audit protection, and the foundation to completely eliminate taxes using the same tax planning strategies of Fortune 500 companies simply through the successful implementation of proper bookkeeping solutions.

Floor 3 – Table 8 – CollectLaw

Five Clues Your Customer Is Not Going to Pay

Most business people don’t recognize the moment that an account they are selling to goes bad. Elliott M. Portman, Principal of Portman Law Group, P.C., will be talking about what you can do to recognize the peril of unpaid invoices at an early stage and mitigate their potential impact on your business. Most people don’t know what to look for, even when the clues are right there. Join Elliott in a discussion about the most common red flags to look out for.

Floor 2 – Table 11 – LegalShield

Legal Protection for Your Employees

A worried employee is a distracted employee. Why not give them one less thing to worry about? Sit down and speak with Emma Itkes from Legalshield. By offering your employees a LegalShield membership as a voluntary benefit (meaning no cost to you), they will be able to speak with an attorney whenever they need to – without worrying about a high hourly rate. LegalShield takes the stress and strain of legal issues off your employees’ shoulders and puts their focus back to work where it belongs.

Floor 3 – Table 2 – Commercial RE

Commercial Real Estate in the Time of Covid

Do you need less space now after Covid? Or should you expand your space to allow for social distancing? Should you renew your lease? What is your commercial building worth? Is now the time to purchase a building? What is the going rate for warehouse space? Join George Hubner of Corporate Commercial Realty LLC to discuss how the Long Island commercial real estate market is changing and how to change with it. Come learn how the pandemic has affected commercial real estate on Long Island now and how it can affect you into the future.

Floor 2 – Table 3 - Eco Printing

Why It’s Time to Go Green with your Printing

Many of the most successful companies have become increasingly environmentally conscious. If you’re ready to take that step with your printing needs, Greg Barber with Eco Friendly Printer would love to talk with you. Discover the dizzying array of paper choices (including some that can grow flowers!), vegetable-based inks, and the amazing fact that ecologically responsible printing costs about the same as traditional methods. Whether you’re looking for mailers, flyers, brochures, or a wide range of ecologically conscious packaging and shipping options, Greg can help you.

Floor 2 – Table 10 - Cable Guy

No Contract Internet

No business can survive these days without a strong, stable internet connection. But sometimes figuring out the technology and contracts can be overwhelming. Sit and chat with Greg DiPalo of Altice Business to learn more about getting the most out of your business internet. Is bundling worth it? Coaxial versus fiber optic? VOIP (using the cloud for your phones)? When should you use a business internet system for a home office instead of an existing residential one? What programs exist that can help your business keep all your employees connected?

Floor 3 – Table 4 - Mortgage Guy

Commercial Real Estate - What to Do When the Bank Says No

The commercial real estate market has been fluctuating wildly over the past few months, giving busines owners and investors a rare opportunity. But where do you go when your bank says no? Howie Mann of Quick Commercial Capital can talk with you about your options. He has access to a wide range of lending resources to match your various needs. Whether you are looking to expand your business’s operations or looking at commercial real estate as a sound investment opportunity, Howie can help you get the loans you need.

Floor 3 – Table 1 – Build It!

Ready to Create your Dream Home Office?

Do you have a vision? What would your space look like? Are you interested in hearing some suggestions? How about the latest trends and the current best remodeling upgrades? Did you know certain construction investments could yield a high return on property value? Did you know it’s a great time to invest in these projects? Are you curious as to why it’s a good time? Come sit with Kristie Veri from Cleanscape Construction, a leading general contractor and builder serving NJ and let us build your vision. We can answer all your questions and use our extensive design and construction experience to successfully transition your office and create your dream space.

Floor 3 – Table 7 – FitUFinance

What You Need to Know Before You Look for a Loan

As a business owner, you know how important cash flow is. Did you know your personal credit score can affect your ability to get a business loan? Did you know that there are several industries that traditional banks simply won’t work with? Did you know that there are alternatives to bank and government loan programs? Sit a while with Lisa Rodino from FitUFinance to learn more on how to access lines of credit, find working capital, or get the money you need to start your dream business.

Floor 2 – Table 7 – Bizgonesocial

LinkedIn Challenges for Business Owners

There are so many ways to use LinkedIn to grow your business and get warm leads. Come sit with Lorraine Duncan of Biz Gone Social to learn the three biggest challenges business owners have on LinkedIn and how to overcome them. She’ll also go over how to do all the right things so you will save time and be more productive.

Floor 3 – Table 6 – A+ Security

What is an Integrated Security System?

Come meet Matthew Sobel from A+ Technology & Security Solutions, a leading physical security integrator in the NY Metro area. We are in hundreds of school districts, colleges and universities, healthcare, government and municipalities, law enforcement, and the commercial sector. Our HQ is in Bay Shore, NY and we have another full-service facility in Bridgeport, CT servicing the New England area. Being in business for 30+ years, we have the cross-industry expertise and provide the greatest value for our customers. In addition to our core business, we also offer services and solutions for virtual guarding and air quality/environmental detection.

Floor 2 – Table 5 – Podcasts!

Podcasts - The Ultimate "Word of Mouth" Sales Tool

If your elevator pitch is 30 seconds, what would you say if you had 30 minutes? Merrill Loechner, Chief Storyteller and Podcast Producer with Smith Douglass Associates, will be talking about why podcasts have grown so explosively over the past few years. Who listens to podcasts and where? How can you be a featured guest on someone’s podcast? What about ads and sponsorships? Should you try to produce your own? Come learn more about why podcasts are growing more and more important in the business world.

Floor 3 – Table 3 – Biz Insurance

When Your Insurance Needs to Pivot Too

The pandemic has had a major effect on all kinds of businesses in the past year– but some business owners have found certain ways to pivot during the pandemic to find new sources of income streams to stay afloat. But do their old insurance policies cover their new business models? Sit and chat with Monica Liang-Allen 梁藝瑩 of World Insurance Associates about what sort of adjustments you may need to make to your current policies. You want to make sure you have what you need to best protect your business.

Floor 2 – Table 9 - Coach Phil

Helping Your Employees Thrive

No matter the size of your company, if you have employees, they are your most valuable asset. What can you do to keep them engaged, focused, and happy? How can you keep your best people and attract others to help your business grow? Sit down with Phil Vetrano of Planning & Vision, LLC and talk about how an Employee Enrichment Program can make the difference. You already know that if your people feel in control of their personal lives, they’ll do better in their work lives. Learn how you can help your team find their balance and make their productivity skyrocket.

Floor 2 – Table 4 – DoctorPromo

What’s Hot in SWAG?

Today’s promotional items are so much more than just pens and tote bags. Come sit with Regina Finkelstein of DoctorPromo and chat about the latest, most attention-grabbing marketing items for 2021. Whether you are looking your keep your business top of mind in clients you haven’t seen for a while, you want to give your employees a thanks for all the hard work, or are just trying to find something fun and memorable to make your business stand out, the right bit of swag can make all the difference.

Floor 3 – Table 11 - Biz Banking

Business Banking 101

Congratulations on starting your own business. It’s now time to separate your personal income from your business income. Sit down with Robert Donovan from Peoples United Bank and learn some of the basics about setting up a business account. What about company credit cards? Do people still use checks? What about fees? What documents do you need to set up an account? Is there a minimum deposit? On-line banking? Whatever banking questions you have, Robert will be happy to help.

Floor 3 – Table 10 - Profit-Trust

Where Are You Wasting Money?

Every business has expenses. But some businesses are paying more than they should for what they’re getting. But how do you know where you’re overspending? Come sit and chat with Seth Rubin of ProfiTrust. Seth and his team can help your company to identify where there may be money available for you – whether it’s a refund due or potential savings moving forward. Find out how Seth can potentially help unlock money for you with no upfront costs and, in many cases, no changes to your preferred vendors. Saving money can be easy, especially when you know where to look and how to find it.

Floor 2 – Table 8 – Compliance

Benefits and Compensation Q&A

Come find answers to your burning questions about benefits and compensation, and the ones you never knew to ask. Can you accidentally create an employee benefit plan? Are you a fiduciary? Can you fix missed reporting obligations? Can plans legally discriminate? Sit down with attorney Stacey Klein and learn about audits and self-disclosures, salary and bonus arrangements, plan loans and rollovers, termination, and more. What are the implications of being an independent contractor, at-will or contractual employee for IRS, DOL, Stark, and Antikickback purposes?. Why is everyone so worried about 409A? How does working for a non-profit have its benefits?

Floor 2 – Table1 - Video Cards

Video Business Cards – Your Unstoppable Salesforce

You can’t hand out business cards over Zoom. Or can you? Sit down and talk with Suzanne Piard of Market Your Net Worth and discover the world of video business cards. These custom videos show you and your business like nothing you’ve seen before. Add them to your email signature, share them during virtual networking, post them to your social media as part of your marketing program. Your video business cards are an unstoppable salesforce working 24/7 reaching thousands of people. If a picture is worth a thousand words, then a video is worth millions!

Floor 2 – Table 2 – BizSolutions

MacGyver Your Immediately Actionable Solutions

To accomplish any goal, we need three core elements and a clearly defined destination. Sit down with Tim Green to discuss how to reach your business goals with IAS.

  • Immediacy – Time is the one thing nobody can beg, borrow, steal, or store which is why it comes first – learn how to use it most effectively.
  • Actionable – A bias toward immediate, well informed action produces RESULTS – learn how to optimize between action and planning.
  • Solutions – Focusing on solutions and end goals – learn how to maximize productivity and achievement.
All three components come together to get solutions out of the boardroom (theoretical) & into REALITY (empirical) where they produce results.

Floor 2 – Table 6 - Z Table

Is Your Website Hurting Your Business?

When was the last time you took a good look at your website? Did you know if you don’t have a mobile responsive website, it lowers your chances of being found on Google? Is your website ADA compliant? If not, your chances of getting sued are highly likely. And now that Adobe Flash has been discontinued, there may be whole sections of your website that no longer function. Sit down and chat with Zohair “Z” Yasin, a Web Developer and Consultant of Z World Webs, who can answer your questions about how to make sure your website is helping you grow your business.
Adam Roth

Adam Roth

Civil Trial Lawyer

Law Offices of Adam J. Roth

Serious trial lawyer for serious disputes
Civil trial lawyer with substantial experience in both state and federal court. Specialties include Civil RICO defense, uninsured business and professional defense, civil rights and plaintiff’s personal injury litigation. Adam has tried over 100 cases and prepares every case as though it will ultimately be presented to a jury.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
David B. Korcz

David B. Korcz

CPA/Owner

David Korcz CPA

Making taxes less taxing since 1989

Owner of David B. Korcz CPA since licensure in 1989. The firm specializes in tax services to individuals and small business. We also handle a lot of tax resolution work. Background: Seasoned professional with 33 years of experience accounting and finance including eight years at National and Regional CPA firms and nineteen years at the Controller/CFO level in closely held businesses in the $30MM to $320MM+ range. Experienced in the distribution sector (beverage, tools and durable medical equipment) and manufacturing sector (durable medical equipment, bedspreads and draperies for hospitality). Involved in successful company turnarounds, mergers and acquisitions, as well as liquidations. Raised significant Capital from Private Equity investors.

Responsible for all tax compliance, as well as many HR and employee benefits administration functions.

CPA Firm experience included significant exposure to small and medium not-for-profits, HMO’s, car dealers and beer distributors.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Demetri Charalambous

Demetri Charalambous

Bookkeeper

Demetri's Bookkeeping Solutions, LLC

The best businesses need the best bookkeepers

All businesses are in the field of sales. From the smallest start-ups to the biggest corporations on the New York Stock Exchange, every business owner relies on their ability to bring in customers. Since sales are the most important function of every business, owners should be spending most of their time selling their product or service.

As a bookkeeper, I help these business owners succeed financially by accurately tracking all of their financial information. When an owner has accurate numbers, they can make better decisions, live stress-free, and make more of those all-important sales.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Elliott M. Portman

Elliott M. Portman

Creditor's Rights Law

Portman Law Group, P.C.

Unpaid Bills Give Me The Thrills

For over thirty years I have represented international and domestic clients with regard to liquidation of their accounts receivable, with an emphasis on commercial litigation matters. I have devoted the largest portion of his practice to creditor’s rights and to judgment enforcement. I believe that I have maintained an excellent reputation in the field, striving for the highest standards of professionalism and for expeditious results.

Attorneys who reduce their client’s claim to judgment are often frustrated by the post-judgment process and don’t know where to turn for assistance. I have been enforcing judgments for thirty years. I can help you to get your clients paid on their judgment.​

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon

Emma Itkes

Executive Director

LegalShield

Legal and IDShield Plans for families and businesses

LegalShield is the leading provider of affordable Legal and Privacy Protection Plans.

Have you ever…

  • Signed a contact or document?
  • Been overcharged or treated unfairly?
  • Received a traffic ticket?
  • Known a victim of identity theft?
  • Been in a situation where you thought the advice of lawyer might be useful?

Can you imagine – need an attorney and don’t have one.

  • LegalShield gives you ability to talk to a lawyer on any personal legal matter without worrying about high hourly cost.
  • For flat monthly fee, you can access legal advice, no matter how traumatic or trivial the issue.
  • From Realestate to Speeding ticket to Will preparation and beyond, LegalShield is here to help you!
  • Under the protection of LegalShield you and your family can live your life on your terms worry- free, every day, every night.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
George Hubner

George Hubner

Commercial Real Estate Advisor

Corporate Commercial Realty LLC

Commercial Real Estate Services including Purchase, Sale, Leasing and Tenant Representation.

Experienced executive, deal maker and advisor with extensive background (25+ years) as a professional Commercial Real Estate Advisor/Broker and Merger & Acquisition advisor (Business Broker).

Professional, experienced and well-respected member of the commercial real estate industry working on behalf of clients with a focus on Tenant/Buyer Representation, as well as representing commercial real estate owners seeking to lease or sell their Industrial, Office, Medical, Retail, R&D, Land, Investment Properties, Sale-Leasebacks, and Tax Deferred Exchanges (1031), and related Real Estate consulting Services.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Greg Barber

Greg Barber

President

Eco Friendly Printer

We sell Environmental Printing for digital and offset runs and wide format for posters and banners, using eco friendly paper, mostly 100% PCW Recycled and 100% Chlorine Free

I am Greg Barber, President of Eco Friendly Printer. My firm is celebrating our 30th anniversary as an Environmental Printer. That means we use recycled paper, mostly 100% recycled, and non toxic toners for digital printing and Soy Inks for larger offset runs.

I graduated from LIU and wrestled on the Pioneer team. That was good training to be able to wrestle with today’s Pandemic and stay sane.

I live in Northport and I partner with 5 plants on LI and NJ. My cellphone is 973 224 1132.

I was Environmental Printer of the Year in 1998 for Communication Magazine.

My passions are Golf and Walking or Jogging. My partner in life is Hilda Cooper. We celebrated 25 years together last January.

I have two boys, and I spend a lot of time promoting Mental Health and raising food for LI Cares on LI. See www.neilswheelsny.com

Best way to reach me is to text me at 973 224 1132 or just call me.

Greg Barber

Recent Podcasts

Hosted and Produced by Merrill Loechner

Gregory DiPalo

Greg DiPalo

MidMarket Sales Rep

Altice Business

Together has no limits

Nationwide Phone, Internet and Tv for your business. I provide solutions to problems in the Telecommunications sector. I do this by planning and designing the correct solution to the customers problem and then implementing the solution for the customer.

Altice Business offers data, Internet, voice/ VoIP, managed services and pay TV products to hundreds of thousands of small, medium and large-sized businesses across the country through its Optimum Business, Suddenlink Business and Lightpath brands. To meet our customers’ growing business needs, our 100% fully-owned fiber network delivers high-performance fixed and mobile connectivity from coast-to-coast.

The Optimum brand, available in the New York tri-state area, provides a full in-home connectivity and entertainment experience through high-speed Internet, digital TV, and voice services, plus Optimum WiFi, the nation’s most robust WiFi network. Through its strategic partners, Optimum also offers a variety of enhanced service and technical support options as well as smart home products to meet the connected home needs of today’s consumer.

The Suddenlink commercial suite of services, available in the south, midwest and western parts of the United States, provides an end-to-end connected experience through high-speed Internet, digital TV. and voice services plus advanced home security. With broadband speeds of up to 1 gigabit, Suddenlink is the fastest broadband provider in each city it serves.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Howie Mann

Howie Mann

Commercial Mortgage Lending

Quick Commercial Capital Inc.

We provide quick funding for any commercial mortgage, whether you have good or not so good credit.
I am a commercial mortgage broker and I work with investors in the real estate sector. The problem is that they don’t have the capital that they need to do their job. The reason is that they can’t find the resource to furnish the capital that’s required. We have access to a wide range of lending resources to match the needs of investors seeking funding.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Kristie Veri

Kristie Veri

President/Owner

Cleanscape Construction

Residential & Commercial Construction
Cleanscape Construction is a woman & family-owned and operated general contractor and maintenance company. We offer a wide range of services, including: residential & commercial construction; interior/exterior renovations; new house build; water & fire restoration; and additions/new levels.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Lisa Rodino

Lisa Rodino

Commercial Finance Broker

Fit U Finance

Empowering businesses one loan at a time!
I am the owner of FitUFinance.com and Rodino & Associates, I have a team of Commercial Capital Advisors who guide our clients through the different solutions available for business cash-flow problems. When traditional financing has too many barriers (credit scores, lengthy processing times, etc.) or you need help getting out of a toxic debt scenario, my team and I are able to come in prepared with several creative options. Since I am constantly reviewing and growing our product offering, you can be sure we will provide the best options possible for your needs.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Lorraine Duncan

Lorraine Duncan

Social Media Marketing

Biz Gone Social, LLC.

Get KNOWN, Get CUSTOMERS. Get the EDGE Over Your Competition.

I have over 25 years of experience in business marketing and consulting. I run my own company, Biz Gone Social, where I advise small businesses on how to best utilize social media in their marketing.

I also have a background as a business coach, and can show you how to integrate social media into your overall business plan and marketing strategy so it is cost-effective, time-efficient and custom-designed to meet your specific goals and objectives.

I am an author in the book “Shout It Out”. A social media marketing guide for business owners.

Besides running my own growing digital marketing company I currently teach courses on social media.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Matthew Sobel

Matthew Sobel

Physical Security

A+ Technology & Security Solutions

Making a Smarter and Safer World
I work on Long Island, in all 5 boroughs of NYC, Westchester County, Rockland County, Putnam County, any NJ for physical security for remote monitoring, on-premise vs cloud solutions, video surveillance, access control, secure vestibules, command centers, comprehensive security training programs, temperature scanning, emergency response systems, vape and air quality detection, concealed weapons detection, and remote guarding services!

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Merrill Loechner

Merrill Loechner

Marketing Consultant & Podcast Producer

Smith Douglass Associates

Helping Tell Your Story to the World
Video Business Card Produced by Market Your Net Worth

I have been working in marketing, communications, and business development for my entire career. From small technology start-ups to multi-national corporations, I have worked with companies around the world to find new clients and fresh markets.

Now as an independent consultant, I help small and growing businesses find their voice and tell their stories.

Is your product or service so complex you end up infodumping on potential clients and getting them completely confused and overwhelmed? I can help.

Is your product or service so common that there are thousands of others the sell what you sell or do what you do, and you are desperately trying to differentiate yourself? I can help.

Do you want potential customers to be just as excited and enthusiastic about what you do as you are? I can help.

Whether you need just a bit of coaching to get your story told right, or an entire suite of marketing programs to help you reach your audience, I can help.

No one loves a sales pitch – everyone loves a good story.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Monica Liang-Allen 梁藝瑩

Monica Liang-Allen 梁藝瑩

Commercial Property & Casualty Insurance Broker

World Insurance Associates LLC

Whether it is protecting your business or home – I’ve got you covered!

My name is Monica Liang-Allen 梁藝瑩 and I am a licensed insurance sales professional with over 16 years of experience in the insurance industry. I focus on securing and structuring insurance solutions for both businesses and individuals.

Whether you have a new start-up business and are looking to protect your new venture or a well-established company with very specific insurance needs, I can give the proper guidance and advice in navigating the right insurance coverage catered to your company’s specific and unique needs. Although I work with a variety of business in different industries, the majority of my clients are in the following industries:

  • Real Estate
    • Landlords
    • New Developments
    • Co-op or Condo Buildings
    • Multi-Family
    • Warehouses
    • Property Managers
  • Hospitality
    • Bars
    • Taverns
    • Restaurants
    • Caterers
    • Fast Food
    • Fine Dining
  • Non-Profit Organizations and Schools
  • Professional Offices
    • Attorney Law Firms
    • Medical offices & practices
  • E-Commerce or Retail Stores

In addition, I also work with individuals in insuring their homes, auto, umbrella, secondary properties, valuables and more.

With access to over 100 different insurance carriers and many exclusive insurance programs in certain industries, we make sure you and your business are covered adequately at a competitive price. We are also licensed in all 50 states.

My brokerage, World Insurance Associates LLC, an independent insurance brokerage headquartered in Tinton Falls, New Jersey. We have over 50 locations in 13 states and is ranked #25 on the NJBiz Fastest 50 Growing companies with over 700 employees. We have 34,000+ clients. I am based out of their Financial District office at 85 Broad Street in Downtown Manhattan. Please feel free to contact me for your Business & Personal Insurance needs – monicaliangallen@worldinsurance.com, 646-494-1450, Cell 732-539-3695.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Coach Phil Vetrano

Phil Vetrano

Employment Enrichment Leader,
Management, College & Career Consultant

Planning & Vision, LLC

Providing HS & College students & families exceptional college & career planning services
Video Business Card Produced by Market Your Net Worth
Phil Vetrano, MBA, is an entrepreneur providing a variety of consulting related services to his clients. Planning & Vision, LLC helps employees be more productive and focused at work by providing an Employee Enrichment Program that addresses some of the gaps of most Employee Assistance Programs. We also help families and students prepare to optimize their investment in a college education and give them a competitive edge in education and career planning.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Regina Finkelstein

Regina Finkelstein

Promotional Products

DoctorPromo

We help you stand out, get noticed, and get MORE business.
Video Business Card Produced by Market Your Net Worth

I’ve been helping my clients stand out, get noticed, and get MORE business! I work with corporations, individual businesses, schools, and sports teams. I provide marketing materials like tote bags, PPE items, magnets, pens, apparel, and much more.

We help non-profits raise funds through the sale of things like apparel, local discount cards, and awareness wristbands.

My proofreading background with McKinsey & Co. has helped me greatly in this industry because I have a knack for finding typos, grammatical errors, and general context boo-boos. We get it right the first time!

Members of BOSS get 10% extra goods on all promotional items. Order 300 pens, get 30 FREE. Order 500 magnets, get 50 FREE, etc.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Robert E. Donovan

Robert E. Donovan

Business Banking

Peoples United Bank, Atlantic Ave, Oceanside, NY

Long Island Banking – Get your Business Cranking!
Helping small business grow is my passion. I am a Bank Manager with over 30 years experience in the Financial Services Industry. I specialize in providing outstanding individual attention to Business Owners. I know all my customers by name – and they know I am always available to really listen and offer the best solutions. I have the full range of products and services that you expect from a top tier Bank – but with a difference. I offer the best customer experience for Business Banking customers across all of Long Island.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon

Seth Rubin

Executive Vice President

ProfiTrust

Creating Profit You Can Trust
I am the Executive Vice President of ProfiTrust, an operations consulting firm that helps clients improve their bottom line through direct cost savings in areas such as shipping, merchant services, utilities, and telecommunications. I help leverage a collaborative project approach that provides a detailed audit of current vendor services and then delivers a comprehensive strategy that outlines direct cost savings for our clients without having to switch services or vendors. Clients can appreciate that I am committed to deeply understanding the key needs and goals of the organization so we can collaboratively determine the best path forward. The outcome is profit you can trust, with 100% of my clients better reaching their growth goals through stronger vendor relationships and improved pricing.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Stacey Klein

Stacey Klein

Compliance Law

Stacey Pamela Klein Esq. PLLC

Helping Navigate Complex Healthcare, ERISA and Nonprofit Regulatory, Compliance and Transactional Legal Issues

As an attorney, I advise on a broad range of issues, with a focus on Health Care, Employee Benefits/Executive Compensation and Not-for-Profit/Tax Exempt law for over 10 years.

I help health care entities and other businesses navigate complex compliance, regulatory, managed care, corporate governance and transactional issues and rules, including:

  • fraud and abuse issues related to Anti-Kickback, Stark, and Intermediate Sanctions laws; managing, defending and settling audits, investigations and self-disclosures; and resolving matters with numerous government agencies;
  • licensure and accreditation issues
  • new health care initiatives;
  • preparing various policies, agreements and corporate governance documents;
  • telehealth, HIPAA, HITECH, Medicare and Medicaid; and
  • compliance with the Internal Revenue Code, ERISA, COBRA and other laws affecting employee benefit plans, employment agreements and compensation arrangements.

Numerous publications including by New York State Bar Association, Journal of Medical Economics; Association of Healthcare Risk Management of New York; and Metropolitan Corporate Counsel.

Awards/Recognition including SuperLawyers, Rising Stars (2014-2020), Long Island Press Power Women in Business, the Legal Aid Society, and New York State Bar Association.

B.A., summa cum laude, Barnard College

J.D., Columbia Law School, Harlan Fiske Stone Scholar

Licensed in New York and New Jersey

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Suzanne Piard

Suzanne Piard

Videographer & Photographer

Market Your Net Worth

Creating Content Increasing Your Net Worth. Professional Video and Photography
Video Business Card Produced by Market Your Net Worth

I am a videographer and photographer. I do video business cards and believe your online presence, branding, and messaging is just as important as every other part of your business. What’s Your Net (Online) Worth? So many businesses fall into the trap of putting off marketing to the last second or miss doing completely.

I want to change that, by doing your video business card and coming up with a tailor-made marketing plan with professional photographs and video. The business owner can get back to what they need to focus on, their business.

Your business can announce to your target audience through text, email or posting online, the amazing specials you have for them and WHY they should USE YOU. Reaching thousands of people doing all of that at the fraction of the cost with a Video Business Card, Increasing your NET WORTH!

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Tim Green

Timothy Brent Green

Solutions Mastery Architect

Solutions Mastery

I create immediately actionable solutions.

I am a 50+ year old Canadian who has been been a product developer for 10+ years, an ESL teacher for 15+ & an inventor for as long as my mother could remember.

I have been a lifelong student of learning, memory, psychology & self-development. I have spent the majority of my free time throwing away the pseudoscience & ineffective techniques to develop my own flexible framework for creating immediately actionable solutions.

My “Ikigai” is inventing. my hobbies are photography, kitesurfing, power kiting, cycling, fitness hand drumming & travel.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Zohair "Z" Yasin

Zohair "Z" Yasin

Web Developer & Consultant

Z World Webs

Let’s Develop a Website Z World is Waiting For!

I am a Web Developer who is passionate about today’s web standards. I help organizations develop custom websites that are specifically catered to their needs.

I’ve worked with many Advocacy, B2B, B2C, Corporate, Consulting, Digital Marketing, Non-Profit, Startup organizations where I’ve focused primarily on Web Development as well as a Consultant. As a Web Developer, I have gained experience designing, developing, and programming company websites, mobile-friendly sites, and SharePoint on-prem and online websites with Microsoft Office 365.

I can solve problems by facing them headstrong, as well as being able to complete my objectives in a timely fashion. I can also troubleshoot website issues and identify areas of inefficiency thus developing a method for improvement.

My official website and portfolio can be found here.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Debra Viniar

Debra Viniar

Professional Organizer

Clutter Fix

We Help You Find Your Floor
I can set up offices in a manner that increases efficiency and productivity; but more importantly in the time of Covid-19, I can set up home offices. Whether you already have a desk and just need help making the desk area efficient, or you are starting from scratch and need a home office planned and set up, I can help.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
John Lyden

John Lyden

Owner

JSL Accountants, LLC

Reduce Taxes, Control Your Cash Flow & Increase Your Profits
JSL has been operating for over 8 years in the Small Business world. We provide Tax Plans for all Business, from Start-ups to beyond, Tax preparation, and Small Business Accounting. We provide out-source CFO/Controller services. We utilize QuickBooks for for Accounting platform.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Michael Giller

Michael Giller

President/Co-Founder

Best Ideas Group Inc.

We offer uniquely valuable insurance and non-insurance products, programs, concepts and services not generally available in the everyday marketplace.
  • Born 1940 in The Bronx and graduated from Plainedge HS, Massapequa 1958.
  • I attended NYU School Of Commerce and joined Tau Delta Phi before I joined Army Reserves for 6 years.
  • In 1965 I began sales at New York Life and from 1969-1991, sold securities as well.
  • I was a Member of the Million Dollar Round Table
  • Early 1980s formed Sumar Planning, Sumar Enterprises with E. Herb Glicksman (late)
  • 1991, formed Bretcor Associates, Inc. with Herb.
  • 1997, formed Prestige Planning with Robert Gillman
  • 2001 sold life settlements also
  • 2005, moved Bretcor Associates to Smithtown.
  • Attended various insurance, financial conventions
  • Earned rewards, Cruise to the Greek Islands, a trip to Italy
  • 1990s, formed a business relationship with Charlie Collins, (Madison Brokerage) which continues today.
  • 2006, I took various self-development courses with T. Harve Ecker/Peak Potentials.
  • 2017, Charles Horn and I formed Best Ideas Group Inc. which is a stockholder in a public media company with a database of 50 million people age 55+ and one million doctors.
  • BIG is providing products/services which include: Life Insurance, Life settlements, Insured Retirement Advantage (I.R.A.), policy audits, annuities, and premium financing life insurance.
  • Medical Recovery: uncollected medical claims from insurance companies for the medical profession.
  • Married to Linda, in Mount Sinai, 5 children, 9 grandchildren

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Eric Mendelsohn

Eric Mendelsohn

Business Broker & Franchise Consultant

Transworld Business Advisors

A Business Sold Is Good As Gold

I am a business broker and franchise consultant with Transworld Business Advisors. I represent business owners that would like to sell their business and at the same time I also represent buyers that would like to purchase a business. Transworld Business Advisors is the leading business brokerage with over 220 offices worldwide.

A native New Yorker, I understand the importance of working with an agent whose negotiating expertise and thoughtfulness puts my clients at an advantage during every step of negotiations. My success can be attributed to my honesty, reliability, and ability to connect on a deep level with my client’s needs. I find particular enjoyment in offering outstanding customer service, along with my Transworld support team of industry veterans who are highly connected and well-regarded industry-wide. Business owners rely on my sharp market innovative marketing to secure the most highly qualified clients quickly and at the best price. I also bring to the table a roster of best-in-class service providers including attorneys, CPAs and financial advisors. I had a seamless transition to small business advisory with over 300 successfully closed sales and rentals within Residential Real Estate. Prior to a career in real estate, I have spent five and a half years at a major investment bank where I held positions in client valuations, financial analysis and project management. I hold a BA in Marketing from the University of Wisconsin and an MBA from Emory University.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Robert Choynowski

Robert Choynowski

Technology Innovator

SeaGlass Technology

Manager IT and IT Security Service Provider

The defeat of seeing firsthand how valuable customers were forced to wait on the sidelines to get answers and simple responsive support they needed infuriates me. There is no better place for me than operating my own company. It is the only way I can truly be responsible to execute superior service for our clients. A vision that never loses focus.

Today, it is harder than ever for business leaders to keep up with technology, combined with the race to protect their business against cyber threats puts an increasing amount of stress to a business owner and leaders of. Growing companies’ problems begin when their technology falls out of sync with their business processes. When a business strategy goes awry because of poor technology, employee downtime, or lack of resources and know how, it can be detrimental to business owners or department heads alike.

I founded SeaGlass Technology for the business owner, leader, CEO by providing the technology resources they need to stay focused on growing their business.

I have a passion for excellence. First class customer service has been the foundation of our company’s creed since its inception. My sincere persistence on doing the right thing for our employees and our clients reinforces our mission and culture throughout SeaGlass Technology.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Orlando De Los Santos

Orlando De Los Santos

Financial Professional

MassMutual Financial group

I help People protect their family, business and dreams
I have been in the Financial Services Industry since 2016. I started in the industry as a Commercial Finance Broker, helping small business owners with their working capital needs. I am passionate about helping people and finance, in 2019 I decided to affiliate my financial services practice with MassMutual to be able to continue to help business owners and individuals with their financial needs.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon

Eric Glickstein

President

Luxury Made Easy

“Driving our value proposition of Luxury Made Easy, Sharpening Operational Performance, Improving Close Rates at the Retail Level and Growing our network of Affiliate Partners to Ensure Long-Term Viability”

Eric has executed the vision of LutherSales at an executive level. Competitive by nature; perseverance, passion and desire are attributes of his style as both leader and teacher. Amerced in most every aspect of the day to day operations including sales, merchandising and operations the company has experienced tremendous growth since he joined the organization in 1992 when annual sales were shy of $75,000 annually. Eric’s key relationships with Associations, Auxiliaries, Benefit Brokers & HR executives have played a significant role in that growth. Under his guidance the Company has developed long standing vendor relationships with most every major furniture manufacturer, bedding manufacturer, electronics and appliance distributor. He has also contributed mightily to the development of a national in-home delivery network that has provided a competitive advantage to LutherSales in the fulfillment of consumer goods throughout the Continental USA. His innovation in merchandising has helped the company build value while offering complete all-inclusive packages across most every product category.

Prior to joining LutherSales in 1992, Eric spent a brief period with the American Heart Association before joining UJA Federation as a Development Executive. Eric graduated from the University of Maryland in 1988 and held the prestigious title of Chairman of the largest student fundraiser benefitting the American Cancer Society. He is involved with several professional trade associations including NHFA, IFTLC, AFSA, ASTA & CLIA.

Eric enjoys spending his free time with his wife and kids and looks forward to his family vacations. He continues to play tennis competitively and enjoys golf.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon

Name

Title

Company

Tagline

My name is Christopher Lipps and I am the National Sales Manager of Diversified Acquiring Solutions (DAS), we are a merchant services firm that helps clients improve their bottom line by reducing their credit card processing fees. What makes us stand out is right in the name, we are diversified. We use a variety of programs from easy to use and train solutions to the most advanced POS systems available today, Diversified has what it takes to meet all your processing needs. In addition to the savings I provide, my clients appreciate the top-notch customer service and the way I make each client feel like they are my priority every time they call.

Since 1996 Diversified Acquiring Solutions (DAS) has been a leader in the merchant services industry with clients all across the United States. The experienced professionals at Diversified Merchant Services understand your business – whether you are a single register retail store, e-commerce, or a national chain of restaurants , we customize a solution that works for you.

If you or anyone you know is interested in a free review of your credit card processing statements, you can contact me @ at c.lipps@dasmerchantservices.com or via phone at 631.379.9278.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Barry F. Gartenberg

Barry F. Gartenberg, Esq.

Attorney at Law

Barry F. Gartenberg, LLC

A Business Lawyer with Business Experience
I am a solo practitioner in Springfield, New Jersey. My practice offers legal advice and representation in a diversified range of business law matters, including entity formation; governance; partnership, operating and shareholder agreements; business sales, acquisitions and reorganizations; commercial real estate transactions; employment relationships; and business dissolutions. Prior to practicing law, I owned and managed a substantial metal trading business. I am a director of the Business Law Section of the New Jersey State Bar Association, the Chair of the Business Entity Committee of the Business Law Section of the New Jersey State Bar Association, and an officer of the Morris/Essex County Inn of Transactional Counsel. I hold an MBA in finance and a BS in Business Management. I routinely present for-credit continuing legal education programs and I am an adjunct professor. Together, I have taught well over one hundred fifty undergraduate, graduate and post-graduate business law courses and continuing legal education programs.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Christina M. Loggia

Christina M. Loggia

Business Advisor

Small Business Develoment Center,
SBDC Farmingdale State College

Free business advising for small business
I’m a Certified Business Advisor for the Farmingdale State College Small Business Development Center, (SBDC). We are a NYS government agency under the Federal Government, SBA. We offer FREE, individual advising for small businesses and webinars and workshops on the basics of starting a business, how to write a business plan and other entrepreneur related topics. I’m also a John Maxwell Certified Trainer and teach Maxwell Mastermind courses on topics relating to leadership and Professional development. I also can help clients with the Minority or Women NYS Certification application, MWBE, for doing business with the government.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Robert Curtiss

Robert Curtiss

Tax Recovery

Business Group Resources

Recover tax overpayments for companies
I help US companies be more profitable and competitive by getting them the business development tax credits they’re entitled to. If a company is trying to grow their business, expand it, manufacture something, improve an existing product or are being creative in making themselves more competitive, they likely qualify. However, according to a recent Wall Street Journal article, only 5% of small businesses in this country take advantage of these benefits simply because they don’t even know they exist.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Terry Bean

Terry Bean

Text Message Marketing Strategy

Sentext Solutions

Instant Mobile OPT-IN Messaging to Your Customers
ALL Businesses are NOW A START-UP and have the opportunity to hit he RE-SET button. How EXCITING is THAT! SMS messages have a whopping 98% open rate. Text messages have a 209% higher response rate than phone, email, or Facebook. 90% of SMS messages are read within 3 minutes. Consumers redeem SMS-delivered offers 10 times more than other types of offers. “It’s my passion to help the businesses out there who are finding it tough to get their customers back and get their message out to new customers too.” Take a look at what a Text Message Marketing Strategy can do for your business. It will become one of the most important tools in your Marketing Toolbox.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
J.M Hoffman

J.M Hoffman

Virtual Office

Instant Office™

Instant Office – Instant Success
Video Business Card Produced by Market Your Net Worth

Jacob M. Hoffman

Partner at Instant Office

Instant office™ is a virtual office company a trusted business partner since 1986 born in New York connected worldwide.

OFFERING live receptionists answering your calls, commercial business address Jericho New York accepting and handling your mail, conference room for meetings.

OFFERING, the professionalism Your clients want to see, Coupled with the successful image your clients one to feel.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Donna Kruel

Donna Kruel

Graphic Design

Donna Kruel Designs

Helping businesses communicate their message

Design is everything—

I believe great design helps strengthen your message and gets you your ideal client. With twenty five plus years as a creative pro let me help you build your business.

Digital and print specialties: email newsletters, infogram design, logo design, print collateral, animated gifs, trade show graphics and social media banners.

When I’m not designing you can find me at the beach, in the garden or painting with watercolors.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Andrea Pass

Andrea Pass

Public Relations

Andrea Pass Public Relations

Public Relations to Grow Brand Awareness Via Press Coverage

I increase your brand awareness by securing press coverage (earned media) to keep your business relevant, therefore increasing sales. Public relations is an important part of your marketing mix to show that others are talking about you. I have created and implement public relations campaigns in a wide range of categories for over 30 years including consumer products, lifestyle, business-to-business, education, health/wellness/fitness, beauty, food, authors (fiction and non-fiction), non-profits and more. With an expertise in national, regional and local media relations outreach, my strength in relationships coupled with knowledge of the ever-growing media base results in securing top tier, targeted media placements to increase brand awareness, reputation management and sales for established businesses and growing entrepreneurs alike.

Prior to launching Andrea Pass Public Relations, I served as Vice President, Media Relations for a Los Angeles-based public relations firm and was also Vice President at a number of New York-area public relations firms where I developed and implemented B2C and B2B campaigns. I had been a columnist for The Record, New Jersey’s largest daily newspaper, as well as for Toy Business Magazine.

I serve on the Board of Directors of the non-profit United Inventors Association (UIA), Workshop Council Chair for The Performance-Driven Marketing Institute (PDMI), and Acting Membership Vice President of the New Jersey Association of Women Business Owners (NJAWBO). An active volunteer, I hold a B.A. in Communications from Glassboro State College.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Etan Tammam

Etan Tammam

Commercial Real Estate

Midtown Commerial Realty

Full Service Commercial Real Estate Firm

I am a Managing Director at Midtown CRE and Morris Plains native focused on Retail and Mixed Used Sales and Leasing. I began my Real Estate career as a principal managing and leasing my family’s portfolio, comprised of multiple single, multifamily and commercial assets. After a few years running my family’s portfolio I realized my true passion in Real Estate and obtained my Real Estate license.

As a Landlord myself, I bring a unique perspective to all my clients and treats every property as if it were my own. I have worked with many institutional clients, including Tech Mahindra, New York Life, and Albertson’s Supermarkets. Currently, Etan is responsible for leasing all of Albertson’s, locally known as Acme, shopping centers in the New Jersey area, in addition to being part of Midtown CRE’s NNN advisory team.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Heather G. Gallagher

Heather G. Gallagher

Title Insurance (all 50 states)

Boston National Title

Blackstone portfolio company that does Residential and Commercial in all 50 states
I am the Vice President of Boston National Title, a Blackstone portfolio company. We can truly be your one stop shop for all of your Title needs as we do Residential and Commercial in all 50 states. I truly love what I do and I consider myself a professional connector. I know a lot of people and I love to make meaningful connections. I am apart of many different networking groups which allows me to have a diverse rolodex of contacts. I look forward to this group and helping everyone in whatever way I can. Lets set up a one to one!

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Bennett Weiss

Bennett Weiss

B2B Government Sales/RFP Proposal Writing

Long Island RFP

Long Island RFP works with small businesses to help them increase their revenue.

Long Island RFP works with small businesses to help them increase their revenue by finding and responding to RFPs/Proposals for different levels of government, as well as providing other small business services.

In today’s progressively pressure-filled competition to win contracts from federal, state, and local agencies, as well as for skilled professional services with the private sector, organizations must rely on expert, accomplished, and knowledgeable proposal managers who are proficient at navigating and managing the compound end-to-end proposal process, challenging target times and priorities, organize and manage multiple teams of staff, and deliver materials which win new contracts. I am a skilled professional with the ability to deliver proposals which purchasing organizations need to achieve their goals and objectives to secure and maintain business contracts.

I am an energetic Proposal Management Professional with over 10 years of proven experience specializing in complete proposal management for State, Federal, and Local Governments, as well as Commercial and Educational clients. Expert in managing both small proposals with short turnaround times, and large in depth and complex proposals, and ensuring the proposal is compliant, convincing, and winning in accordance with the RFP.

My specialties include developing and incorporating best practices into standard operating procedures; win strategy and win theme development, competitive analysis, leading proposal reviews, compliance and quality assurance; developing and maintaining proposal project plans, schedules, outlines, and compliance matrices; consistently and clearly communicating deadlines and expectations to proposal team, partners, and subcontractors. Current member of the Association of Proposal Management Professionals. CF APMP certified.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon
Christopher Lipps

Christopher Lipps

POS and Merchant Services

Diversified Acquiring Solutions

Helping Merchants save money while delivering outstanding service

My name is Christopher Lipps and I am the National Sales Manager of Diversified Acquiring Solutions (DAS), we are a merchant services firm that helps clients improve their bottom line by reducing their credit card processing fees. What makes us stand out is right in the name, we are diversified. We use a variety of programs from easy to use and train solutions to the most advanced POS systems available today, Diversified has what it takes to meet all your processing needs. In addition to the savings I provide, my clients appreciate the top-notch customer service and the way I make each client feel like they are my priority every time they call.

Since 1996 Diversified Acquiring Solutions (DAS) has been a leader in the merchant services industry with clients all across the United States. The experienced professionals at Diversified Merchant Services understand your business – whether you are a single register retail store, e-commerce, or a national chain of restaurants , we customize a solution that works for you.

If you or anyone you know is interested in a free review of your credit card processing statements, you can contact me @ at c.lipps@dasmerchantservices.com or via phone at 631.379.9278.

Recent Podcasts

Hosted and Produced by Merrill Loechner

Coming Soon