MORNING BREAKOUT SESSIONS 10:45am
— 12:15pm
|
|
1- Financing Your Business
Where
the Money is & How to Get It
|
Julian Barnes
President & Cofounder, Barnes Enterprises,
Inc.
Julian A. Barnes is the President and Cofounder of
Barnes Enterprises, a management and financial consulting
firm for small and mid-market businesses. Prior to forming
Barnes Enterprises, Barnes was the cofounder of BLG
Ventures, Inc., a company that produced trade shows
for the venture capital and technology industries. At
BLG Ventures, Barnes' responsibilities include overseeing
the company's sales and marketing operations, legal
affairs, business development and strategic planning
functions.
Barnes is the co-author of BLG Ventures' 2002 Guide
to Venture Capital and Angel Investors for Women and
Minorities (Lewis Publishing, 2002). He is also an Adjunct
Instructor at New York University where he teaches classes
on small businesses and entrepreneurship and he is the
Faculty Coordinator for NYU's Summer Institute in Entrepreneurship
and Small Business Management. He is a graduate of Tufts
University and he received his JD from the University
of North Carolina at Chapel Hill School of Law.
Marshall Kiev
Partner, Main Street Resources
Mr. Kiev is a Partner at Main Street Resources, a private
equity firm comprised of over 100 individuals and institutions
who provide capital and financial/strategic expertise
to companies and individuals with great potential.
Main Street will invest $2 Million to $10 Million of
equity capital in minority positions, majority stakes,
or complete buyouts. Main Street is focused on strong
businesses with positive cash flow in stable, bricks
and mortar industries. We do not invest in high-tech
companies or startups. We will invest under various
circumstances including recapitalizations, spin-offs,
growth capital, management buyouts, buyouts of passive/active
shareholders, and family and/or management transitions.
For larger transactions, Main Street has arranged $15-20
million in equity by accessing the resources of its
investor network.
Mr. Kiev joined the firm after eleven years as a principal
of Family Management Corporation, a $500.0MM asset management
firm. Additionally, Mr. Kiev is an active member of
the Metro Chapter of Young President's Organization
Marshall received an MBA in Finance and BA from New
York University.
Emanuel Martinez
Founder & Managing Director, GreenHills
Ventures, LLC
Mr. Martinez has over 15 years' comprehensive CFO,
investment banking, and investment management experience.
Founder, GreenHills Ventures, LLC, and Managing Partner,
GHV, LLC and GHV Fund, LP, a $40 million Early Stage
Private Equity Fund. He oversaw the $125 million sale
of Sixdegrees.com and the $150 million sale of E@wonders.
He executed turnaround strategies and advised on financial
management for large and small companies, including
American Express, Citibank, Coopers & Lybrand, Inlumen,
sixdegrees.com, Coastal Oil, Dial Corporation, Seagram's
Beverage Corporation, and Olsten Financial Services.
He is active on several advisory boards including the
Sandy Weill Institute, High School of Economics and
Finance and E-POL, Inc. (an intelligence and securities
Company for which he is a Cofounder and Chief Financial
Officer), and Chairman for Venture Capital and Investment
Banking for Westchester Business Accelerator, LLC.
In 1994, Mr. Martinez was appointed by the Governor
of Georgia, Zell Miller to be a member of Operation
Legacy Project responsible for attracting major Corporations
to the Revitalization Projects in preparation for the
1996 Centennial Olympics Games in Atlanta.
MBA, Finance and BA, Accounting from St. John's University,
New York; Executive Management Program in Mergers &
Acquisitions and Corporate Finance from Harvard University;
CPA, NY State. Proficiency in Spanish, Italian and Hebrew.
|
2 - Turning Your Business Idea into a Reality
|
Professor Jeremy Wiesen
NYU Stern School of Business
Former Chairman & Co-CEO Financial News Network
(Now CNBC)
Jeremy Wiesen is Associate Professor of Business Law
and Accounting at the Stern School where he has taught
business law, entrepreneurship and other subjects. He
has also taught in the business schools at Columbia,
Stanford, UCLA, Berkeley and at The Wharton School from
which he graduated. Professor Wiesen is also a graduate
of Harvard Law School, was Chairman and CO-CEO of Financial
News Network (acquired by CNBC), and was counsel to
SEC and AICPA committees.
|
3 - The Upside to the Downside
Starting,
Growing & Maintaining Your Business in Troubled
Times
|
Philip Drudy
Mintz Rosenfeld & Company, LLC
With over 15 years of tax and estate planning experience,
Philip Drudy, Esq., CPA, is the Director of Mintz Rosenfeld
& Co, LLC's tax department and plays a key role
in their financial planning organization, Strategic
Advisory Group.
Over his career, Philip has worked for national, "Big
5" firms as well as regional firms in the New York
Metropolitan area. This broad range of experience helped
him build substantial expertise in the areas of estate
planning, business succession planning and international
tax matters. These skills make him a valuable advisor
to our closely-held business clients, high net-worth
individuals, and clients in the sports and entertainment
industries.
As a recognized authority on tax and estate planning
issues, Philip is a frequent speaker at seminars and
conferences across the country and is often called upon
by national and local media for contribution on current
topics in these areas. For instance, Philip has been
quoted in The Wall Street Journal, The New York Times
and several Bloomberg financial publications. He
has also published estate planning manuals and newsletters
dealing with business succession, charitable giving
and estate administration issues. On the international
front, Philip is recognized for his skills in planning
for individuals and businesses entering the United States
as well as developing comprehensive exit strategies.
He is the chairman of the Partnership Committee of
the New York Society of Certified Public Accountants
(NYSSCPA) and a member of the American Institute of
Certified Public Accountants (AICPA). He received his
BS degree from Brooklyn College and his JD from Brooklyn
Law School. He resides in New City, New York with his
family.
Kaleil Isaza Tuzman
Founder & Partner, Recognition Group, LLC
Mr. Isaza Tuzman is an expert in corporate restructuring
and an influential voice on entrepreneurship.
He has overall responsibility for his company's corporate
restructuring advisory practice, as well as its proprietary
investment activities. In his role at Recognition Group,
Isaza Tuzman has served as an interim CEO for troubled
companies in the software, technology services, media
and business services fields. Prior to founding Recognition
Group, Isaza Tuzman was the cofounder and CEO of govWorks,
Inc., a leading software services firm serving the state
and local government marketplace. govWorks (now called
govONE Solutions, Inc.) was a pioneer in the e-government
field, and has been backed by over $60 million in venture
financing. Isaza Tuzman navigated govWorks through a
reorganization in the turbulent markets of late 2000,
ultimately resulting in a sale of the company to First
Data Corporation (NYSE: FDC).
Previously, Isaza Tuzman cofounded Enicial Ventures,
a venture capital firm investing in Latin American and
Hispanic-focused technology companies. Isaza Tuzman
spent five years at Goldman, Sachs & Co., where
he worked in the Investment Banking and Equities Risk
Arbitrage areas in the New York office.
Isaza Tuzman has appeared in numerous national media
outlets, including CNN, NBC News, CNBC, The New York
Times, The Wall Street Journal, Fortune, Barron's, Charlie
Rose and most recently, he was profiled on ABC's Nightline
UpClose. Isaza Tuzman is also active in the realms of
public policy and Hispanic issues. He is a member of
the Council on Foreign Relations, an Advisor to the
World Bank's Gateway Development Project, a Sponsor
of the David Rockefeller Center for Latin American Studies
at Harvard University, and a Board member of the MicroMentor
Program of the Aspen Institute. He is also a member
of the Board of Junior Achievement of New York. Isaza
Tuzman is on the faculty of the American Bankruptcy
Institute, and a member of both the Turnaround Management
Association and the American Bankruptcy Association.
Isaza Tuzman graduated magna cum laude from Harvard
University with a degree in Government and a Certificate
in Latin American Studies. He is fluent in Portuguese
and Spanish.
|
4 - Importing & Exporting
Circling
the World for Profit
|
Racine Berkow
President & Founder, Racine Berkow
Associates, Inc.
Ms. Berkow is President and Founder of Racine Berkow
Associates, Inc., licensed customs brokers and freight
forwarders specializing in handling fine arts, antiques
and museum exhibitions. In addition to serving the art
world, RBA also provides logistic services to government
agencies and the public sector. RBA holds the distinction
of having created the special packaging for the most
valuable work ever sold at auction (the 82 million dollar
Van Gogh) and having handled such world treasures as
the Dead Sea Scrolls.
Prior to establishing RBA in 1987, Ms. Berkow served
as Registrar of The Jewish Museum in New York and held
executive positions at two international shipping companies
- one based in London and one in New York. During her
tenure at the museum, she was a founding member of the
Registrar's Committee of The American Association of
Museums and a regional officer.
Ms. Berkow holds a BFA from Ohio State University and
professional certificates from The School of Visual
Arts, and The World Trade Institute. She is a member
of Arttable, Inc. (Professional Women in the Arts) and
is on the Board of Directors of The Tel Aviv Museum
of Art.
Stephen Hindy
President & Cofounder, Brooklyn
Brewery
A former journalist, Steve Hindy became interested
in home-brewing while serving as a Beirut-based Middle
East Correspondent for The Associated Press. Back in
the states as Newsday's assistant foreign editor, he
began brewing his own beer and persuaded his downstairs
neighbor Tom Potter, a banker, that they should quit
their jobs and start a brewery. The Brooklyn Brewery
is among the top 35 breweries in America and sells beer
in eight states, Japan, Britain and Germany. Hindy is
a director of Brooklyn's Prospect Park Alliance and
the Brewers Association of America.
Andy Ward
Director & EVP, Corporate Power
Services, Inc.
Andy Ward has twenty years of apparel industry and
technology experience. A third generation apparel executive,
he started his career with Evan Picone Ladies' in its
Hong Kong sourcing office. Andy was instrumental in
two successful Private Label Apparel startups with Bob
Ward, former Chairman of Palm Beach Ladies, U.B.A. International
and R.B.W. Inc. Andy enhanced his branded experience
with Joe Boxer in its Activewear Division and also developed
a US marketing plan for retailers as Sales Manager for
Peruvian vertical knit manufacturer, Textiles Populares.
In addition to his sales experience, Andy brings crucial
soft-goods technology experience as advisor to LTS Digital
Textile Printing Service and with QRS's Image Info division.
Andy holds a B.A. from the University of Vermont.
|
5 - Your Own Consulting Firm
Share
Knowledge, Generate Wealth
|
|
Back in 1992, Grace had a hectic life as a Supervisor
for the IT Department at a government agency, getting
a Bachelor's degree in Business Administration, plus
tons of homework. She simply had no time for fun and
was getting burned out!
She decided to change that scenario and started to
arrange activities that she would like to do. Eventually
she built up a following of other fun-loving people
who would call her up and ask her what happening event
she planned to attend every weekend.
In 1998, when she moved to the United States, she had
a hard time finding people to share fun events with
and again she began her list of exciting things to do.
In her travels, she met someone who inspired her to
use her talents of finding adventurous outings and making
a business out of it. Fun-Guru, Inc., was born.
Fun-Guru.com is a social based activity service in
which people from all walks of life come together and
engage in all sorts of things from pottery making, to
wine tasting, to sky diving to mountain biking.
Grace Dantas is a native of Rio de Janeiro, Brazil.
She got her Bachelor's degree in Business Administration
in 1992, majoring in Public Relations and Information
Technology and a MBA in Marketing in 2000.
Lara Kisielewska
Founder, Optimum Design & Consulting
Lara J. Kisielewska founded Optimum Design & Consulting
in 1992 after completing a BS in Graphic Communications
Management and Technology at New York University. Optimum
is a ten-person graphic design, print production, and
Macintosh computer service/support firm located in midtown
Manhattan. Their clients range across all industries,
from mom-and-pop shops to Nickelodeon and American Express.
Lara has been a member of the Graphic Artists Guild
since 1992, becoming President of the New York Chapter
in 2000. She has also held a seat on the National Board
of Directors of the Guild since 1998, representing New
York on a national level. She has also been a member
of the New York Chapter of the National Association
of Woman Business Owners (NAWBO) since 1992. She now
serves as President-elect and will assume the Presidency
of the New York Chapter in June of 2004.
Although the Guild and NAWBO are her two main passions,
Lara is also a member of the National Association for
Female Executives (NAFE), the Manhattan Chamber of Commerce
(MCC), and the Let's Talk Business Network (LTBN), and
holds a seat on the advisory Board of the Fashion Institute
of Technology (FIT). In her spare time, Lara teaches
a workshop called How to Start a Graphic Design Business
for The Learning Annex, the Guild, and a variety of
local colleges.
Michael Kraner
CEO, Primary Support Solutions
Primary Support Solutions is an information technology
firm specializing in premium consulting, full service
support, and customized solutions to companies of all
sizes. Primary Support's mission is to help companies
enhance their technical efficiencies to gain competitive
advantages that will help increase their business productivity
and profitability. Primary Support also has a special
small business unit focusing on the unique needs of
emerging companies.
Most recently, Mr. Kraner worked as a foreign exchange
trader for the Bank of Tokyo-Mitsubishi. He has significant
entrepreneurial experience. Prior to being a trader,
Michael was President and founder of Collegiate Communications,
a collegiate marketing and promotions company representing
Fortune 1000 clients nationally. He created event marketing
and promotions in 25 states for Ames Department Stores,
Rolling Stone magazine, and the F.W. Woolworth Company.
Prior to launching Collegiate Communications Inc., Michael
CO-founded K & K Marketing, a communications agency
serving the Ithaca community. In its first year of business,
K & K worked with over 90 local, regional and national
franchised businesses. Michael received a Bachelor of
Science in Communication Arts from Cornell University.
|
6 - Sales Fundamentals
The
Lifeblood of Your Business
|
|
Steven Morgan has 19 years of startup, sales, marketing,
and senior management experience in the software industry.
He is the Founder and CEO of SalesRecruits.com, the
leading online recruiting service focused exclusively
on software and technology sales processionals.
Steven and his company have been featured in the New
York Times, Newsday, Infoworld, Software Business, Selling
Power, and numerous other publications, as innovators
and industry experts in building, marketing, and operating
profitable online recruiting services.
Prior to SalesRecruits.com, Steven was a Senior Vice
President of Marketing and Product Management for Allen
Systems Group, one of the largest privately held software
companies in the world. Before that, he was a Product
Vice President responsible for field sales and marketing
with McAfee Software during the company's ascent from
a small player to a major industry leader. Earlier in
his career Steven CO-founded a company that became one
of the Top 100 Network Integrators in North America
for three years running. Steven lives with his wife
and five children in Fort Salonga, New York. He enjoys
coaching CYO basketball and fishing off the shores of
Long Island.
|
7 - Cash Flow and Profitability
Understanding
the Numbers for the New Entrepreneur
|
Alan Badey
Managing Partner, Citrin Cooperman &
Company, LLP—White Plains office
Alan G. Badey is a profitability consultant. Most of
his work involves working side by side with closely-held
businesses and their owners to develop and grow their
companies — either internally or by means of merger
and acquisition. The focus is always on profit.
Mr. Badey has been working in the field of public accounting
for 13 years and has strong accounting, auditing and
tax skills. His numerous clients come from various industries
— manufacturing to wholesale to professional services.
He is a Certified Public Accountant in State of New
York. He received accreditation in Tax Planning and
Advising for Closely-Held Businesses by the AICPA and
has a Bachelor of Business Administration in Public
Accounting from Pace University
He is a member of the American Institute of Certified
Public Accountants, a member of the Estate Planning
Council of Westchester, and Treasurer-elect of the Westchester
Chapter of the New York State Society of Certified Public
Accounts (beginning May 1, 2003).
Mr. Badey is currently serving on the Business Advisory
Board for the Mahopac National Bank and is Treasurer
for the Partnership for a Better Westchester (local
non-profit). He is past Chairman of the Young CPA's
Committee of the New York State Society of Certified
Public Accountants (Statewide), past Chairman of the
Federal & State Tax Committee of the New York State
Society of Certified Public Accountants (Westchester
Chapter), past committee member for New York State Society
of Certified Public Accountants Executive Committee
on Committee Operations (Statewide) and an alumni mentor
for Pace University students
He is a frequent speaker for the New York State Society
of Certified Public Accountants' Foundation for Accounting
Education (FAE).
|
8 - Franchising
Buying
or Creating a Proven Business Model
|
Mitch Cohen
Franchisee, Dunkin Donuts
Harold L. Kestenbaum is an attorney who has specialized
in franchise law and other matters relating to franchising
since 1977. From May 1982 until September 1986, Mr.
Kestenbaum served as franchise and general counsel to
Sbarro, Inc., the national franchisor of over 900 family-style
Italian restaurants and since March 1985, he has been
a director of Sbarro, whose securities were formerly
listed on the New York Stock Exchange. In addition,
he currently sits on the Board of Directors of RezConnect
Technologies, Inc., Ultimate Franchise Systems, Desert
Moon Café Franchise Corp., GarageTech, Inc. and
Wall Street Deli Systems, Inc. From September 1983 to
October 1989, he served as President and Chairman of
the Board of FranchiseIt Corporation, the first publicly
traded company specializing in providing franchise marketing
and consulting services and equity financing to emerging
franchise companies, which he CO-founded
Mr. Kestenbaum is or has been franchise counsel to
many regional, national and international franchise
companies in many diverse industries.
Mr. Kestenbaum's expertise in franchise law is buttressed
by his practical experience of serving as the Chief
Executive Officer of a national franchisor and serving
as a Director of four nationally and internationally
known franchisors, experiences that are rare and unique
in the area of franchise law.
Currently, Mr. Kestenbaum is engaged exclusively in
the independent practice of franchise law, representing
franchisors only, both startup and established.
Mr. Kestenbaum is a member of the American Bar Association's
Antitrust Section, a member of the Antitrust Section's
Forum Committee on Franchising, a member of the Subcommittee
on Franchising of the American Bar Association's Corporation
Banking and Business Law Section, is a founding member
and the current Chairman of the New York State Bar Association's
Franchise, Distribution and Licensing Law Section, and
currently serves as Chairman for its Education and Seminar
Subcommittee (he chaired a statewide seminar programs
for New York State attorneys in 1997, 2000 and in 2002).
He has published many articles related to franchising
and frequently lectures and appears before numerous
organizations and law schools speaking on various topics
in franchising.
Mr. Kestenbaum received his Bachelor of Arts Degree
in 1971 from Queens College, Queens, New York and earned
his Juris Doctor Degree from the University of Richmond
School of Law, Richmond, Virginia, in 1975, where he
was a member of Law Review. He is listed in "Who's
Who in American Law", "The Best Lawyers in
America" (Franchising), and is on the Martindale-Hubbell
Bar Register of Preeminent Lawyers
Marc Schuman
Founder & CEO, GarageTek™
GarageTek™ is a high-end garage organization and
storage system that creates a neat, clean and useful
space out of the garage. The first national brand of
its kind, the GarageTek™ system is unlike any other
product
TekPanel™ technology, which has withstood the
rigors of the retailing establishment, is now the backbone
of the GarageTek™ system.
Builders and homeowners value GarageTek™ because
it's versatile, weatherproof, bug proof and fire rated.
It won't scratch, ding, dent or rust and it is backed
by a 10-year warranty.
GarageTek™ was incorporated in January 2001 and
franchise sales began in March 2001. Currently, 33 franchises
are operating in 29 states and 53 markets from coast
to coast, GarageTek™ closed the first year with
sales of $2 million; 2002 sales topped $6 million. By
2003, sales are forecasted to reach $18 million.
|
9 - Women in Business
The
Ceiling Isn't Glass When You Own It
|
Michelle Benjamin
President & CEO, Benjamin Enterprises,
Inc.
As President and Chief Executive Officer of Benjamin
Enterprises, Inc., Mrs. Benjamin oversees each of the
company's major profit centers. In over seventeen years,
she has developed a strong managerial team allowing
for a profit center organization, structured with the
opportunity to manage selected major projects.
Under her leadership, Benjamin Enterprises, Inc. has
become on of the fastest growing facility support businesses
in the Hudson Valley region. She is recognized as a
pioneer within her profession through the implementation
of image-building management and maintenance concepts.
Through the efforts of its President, Benjamin Enterprises,
Inc. entered the field of operation and maintenance
over 17 years ago. Today, facility support service is
the company's main business. Under this discipline,
Benjamin Enterprises provides HVAC maintenance, janitorial,
unarmed security guard, cafeteria management, worksite
traffic control and fleet maintenance.
Mrs. Benjamin's more than 20 years of professional
managerial experience has been earmarked by her strong
background as a Registered Nurse with Intensive Care
Nursing training. Today, these same skills have assisted
her firm, Benjamin Enterprises to reach its goals.
She had a BS degree in nursing from the City University
of New York, Hunter College and has studied Executive
Business Management at Dartmouth's Amos Tuck School
of Business.
Leslie Grossman
Founder, Women's Leadership Exchange,
B2Women
Leslie Grossman, Founder of B2Women, has been creating
b2b and b2c marketing/public relations programs focused
on women for more than 20 years. Prior to launching
B2Women, Grossman led Communications/Marketing Action,
Inc. (CMA), creating public relations/integrated marketing
programs in a broad spectrum of industries including
new media, financial services, small business, style,
entertainment, travel, and publishing.
During
the 14-year history of CMA, Grossman observed companies
marketing to business women the same way they marketed
to men with disappointing results. As a leader in several
professional women's organizations she noticed the inability
of many corporations to translate sponsorships into
business. She was concerned that their lack of success
would cause them to give up on business women as the
powerful market it is Grossman's experience in marketing
to women, integrated with her in-depth study of the
business women's market, resulted in her creation of
a B2W (business to women) strategy which she began using
at CMA. With more and more success with CMA clients,
she decided to launch a new company focused on marketing
to this elusive group.
In
2000 Grossman launched B2Women, established to support
the marketing objectives of companies recognizing the
power of the fast-growing market of women business owners
and business executives. B2Women creates and implements
original groundbreaking marketing and public relations
initiatives for corporations, women's business organizations,
conferences and leading women-owned firms. A track record
of successes includes American Express Small Business
Services, Platinum Guild International, Women.Future,
MetroPartners, the Corporate State: A Women's CEO and
Senior Managers Summit, SAAB Cars and North Fork Bank.
Grossman has been active in the business community
in many roles including: National Global Chair and NYC
Past President, National Association of Women Business
Owners, (NAWBO); National Advisory Council of the US
Small Business Administration (SBA)1996-2000; Counselor,
American Women's Economic Development (AWED). Grossman
serves on the advisory boards of Women's Financial Network
and the Center for Women's Business Research, formerly
known as the National Foundation of Women Business Owners
(NFWBO), Washington, DC. She also served as New York
Chair, Women's Leadership Forum; Board of Directors,
New York Women's Agenda and Jose Limon Dance Foundation;
Board Secretary, Fashion Group International. In 1999
Grossman was named Entrepreneur of the Year by Fashion
Group International and received the President's Leadership
Award, National Association of Women Business Owners,
2000.
Grossman is a frequent speaker on branding, marketing
to women, the women's market and the power of entrepreneurship.
She has spoken for three consecutive years at the New
York University All-University Entrepreneur's Conference
and has traveled as far as Tokyo to address the Tokyo
Chamber of Commerce Convention on "Striving Towards
A Global Network of Business Women for the 21st Century".
Other speaking engagements include JP Morgan-Chase,
The Luxury Marketing Council and the Crain's Expo.
Grossman received a BA in psychology/business from
George Washington University, Washington, DC and attended
graduate school at New York University. A great believer
in continuous growth and training, Grossman is a graduate
of Insight Seminars, MAP (Managing Accelerated Productivity),
Landmark Education and Life Designs. Married to Richard
Abrams, Grossman is the mother of two college age children.
Ann Liguori
President, Ann Liguori Productions,
Inc.
Ms. Liguori is a leader in the sports broadcasting
and marketing industries, having had great success as
a sports talk show host, interviewer, producer, reporter
and journalist for radio, television and print media
outlets. She also is the President of her own television
production company and owner of the award-winning Sports
Innerview with Ann Liguori weekly television series,
seen on regional sports networks throughout the country.
Liguori has become one of the top interviewers in the
business and is known for asking tough questions in
a respectful way. As a producer for many of her shows,
she also books the top names and is able to secure some
of the most difficult interviews. And on many of her
shows, she plays golf with major stars - - while simultaneously
interviewing them - - using golf as a "window into
the souls" of her guests.
In 2001, Ann became the first woman in sports media
to be honored with the Association for Women in Communication's
"Headliner's Award," previously awarded to
Katherine Graham, Barbara Walters, Sylvia Porter and
Gail Sheehy, to name a few. The award is AWC's highest
honor bestowed upon a professional member, and is presented
on the basis of recent national or international accomplishments.
This year, her Sports Innerview show was named
the winner of the Media Award in the "Television"
category by the International Network of Golf (ING),
a media-based networking organization with more than
1,000 members. Ann was also recently honored with the
"Trailblazer's Award" from the National Association
of Women Business Owners, Long Island Chapter.
Ann also co-hosted Golf 2000 with Peter Jacobsen,a
nationally-syndicated golf magazine television show
in which she booked, produced and appeared in the celebrity
golf segment each week. Ann also hosted and produced
Conversations with Ann Liguori, a weekly, prime-time
series for The Golf Channel in which she golfed with
and interviewed stars such as Celine Dion, Joe Pesci,
Sylvester Stallone, Vince Gill, Amy Grant, Dan Quayle,
Charles Barkley, the late Charles Schulz and many more.
In addition, Ann is a much sought-after corporate spokesperson
and motivational speaker, having addressed a variety
of groups at conventions, book signings, universities,
golf events and other venues.
Ann is one of only two original WFAN Radio sports talk
show hosts still on the air at the New York station,
which was the first in the nation to go to an all-sports
format in 1987. Her late Friday night show features
interviews with top sports personalities, including
athletes, coaches, columnists and agents, plus a live
chat session (on annliguori.com), as well as calls from
listeners. She is the golf and tennis correspondent
for WFAN and each year covers The Masters, US Open (Golf
and Tennis), the British Open, Ryder Cup, NYC Marathon
and other assignments for the station.
Ann has covered five Olympics for network radio as
a show host and reporter, including the 1984 Los Angeles
Summer Games, the 1992 Albertville and 1994 Lillehammer
Winter Olympics, the 1996 Atlanta Summer Games and the
1998 Winter Olympics in Nagano, Japan, where she reported
on alpine skiing for CBS Radio/Westwood One, doing live
play-by-play of the men's and women's downhill competitions.
A Passion for Golf - Celebrity Musings About the
Game is Ann's book featuring a collection of interviews
she has done while on the golf course with some of the
most successful celebrities in sports, Hollywood, music
and business. Ann has also produced for the Audio Book
Club, A Passion for Life, Celebrity Musings from
the Fairways, which is an audio version of some
of her top interviews.
Ann frequently writes a celebrity golf column for the
Sports Section of USA TODAY and contributes to W
Magazine, Golf Travel & Leisure, The Masters Journal
and other major sports publications.
Ann hosts the Ann Liguori Celebrity Golf Invitational
to benefit the American Cancer Society every May at
the Westhampton Country Club on Long Island, which has
become one of the premier events to attend in The Hamptons.
Ann plays in numerous celebrity golf tournaments, serves
on the Board of Trustees for the National Academy of
TV Arts and Sciences, is on the Advisory Board of the
Women's Sports Foundation and chairs the College of
Arts & Sciences Annual Fund at the University of
South Florida, where she has established an endowed
scholarship in memory of her brother Jim.
Ann was recently among the first class from her Brecksville
High School in Ohio to be inducted into the Brecksville
High School Alumni Hall of Fame, joining the Mayor of
the town and three previous Mayors who were also inducted.
And Ann was named "Woman of the Year" at the
Caitlin Memorial Golf Tournament at the Hackensack Country
Club this past June.
Amy Scherber
Baker, Owner & Founder, Amy's Bread
Ms. Scherber is known nationally for her commitment
to making handmade, traditional breads. After graduating
from St. Olaf College in Minnesota, she began her career
in marketing in New York City, but after three years
in the business world, realized a passion for cooking
and baking. She attended culinary school at New York
Restaurant School, then worked as a line cook and pastry
cook at Bouley restaurant. To learn more about bread,
Amy trained briefly in three bakeries in France, then
returned to NY and baked bread at Mondrian Restaurant
before launching Amy's Bread. The bakery, which opened
in 1992 in a small storefront on Ninth Avenue (Hell's
Kitchen) has received rave reviews. Amy's Bread has
been featured in the NY Times, New York Magazine,
Time Out New York, Gourmet, Food and Wine, Bon Appetit,
La Cucina Italiana, and many others as one of the
top bread bakeries in New York, and the US. The bakery
was included as one of America's favorite neighborhood
restaurants in Bon Appetit's recent article.
In 1996, Amy expanded to a second location in the Chelsea
Market where you can watch workers through the glass
storefront as they mix, shape and bake the bread. In
1992 the staff numbered only 5 workers, and has grown
to over 100 employees today. Amy's Bread delivers delicious
breads and rolls to more than one-hundred-fifty restaurants
and stores in New York daily. Amy also has three retail
cafés, her first two locations, plus a new store
on the Upper East Side, which opened in June of 2001.
Her cafés offer a full line of breads, sweets,
cakes, and sandwiches, plus cappuccino and other beverages.
Amy has published a cookbook, Amy's Bread, filled with
recipes for many of her breads and morning pastries.
The 2003 Zagat Survey of Restaurants ranked Amy's Bread
fifth in the "Top 100 Bangs for the Buck in
NYC with a rating of 25 for food. The bakery was chosen
in Time Out New York's list of top 100 favorite
cafes and restaurants in New York for 2001.
Amy is on the board of directors of the Bread Bakers
Guild of America, and formerly on the board of Women
Chefs and Restaurateurs. She has appeared on the Food
Network on the Baker's Dozen, and on many other
television cooking shows. Amy was selected in the "40
Under 40" Rising Stars in Business by Crain's
New York Business in 1997. In 1999 Amy was selected
as New York Woman Business Owner of the Year by NAWBO
(National Association of Women Business Owners.) In
May of 2001 the Professional Women's Exchange, NY honored
her as Woman of the Year, and she was selected as NOW--New
York's Woman of Power and Influence for 2001. The James
Beard Foundation also nominated Amy as Pastry Chef of
the Year for 2001. She also received the NY Small Business
Owner of the Year award from Manhattan Chamber of Commerce
in December of 2001. The bakery celebrated its 10th
anniversary on June 20, 2002! In November of 2002, Amy
was awarded the Women Chefs and Restaurateurs "Golden
Bowl Award," a national award among women in the
food industry, for her leadership and achievement in
the field of baking and pastry.
|
10 - Launching Not-for-Profits & Entrepreneurial
Endeavors to Support Them
|
Daniel Helfman
Founding Principal, Social Venture Consulting
Social Venture Consulting, a New York City-based firm
that provides business development, marketing, finance
and operations assistance for manufacturing-based socially
responsible companies and nonprofit social purpose businesses.
Project work is broad and diverse, ranging from re-capitalizing
and/or rebuilding a social venture business to researching/writing
business plans to developing strategic plans to diversifying
revenue streams. The client list includes: The Greyston
Bakery, Planet Access (a third party logistics company),
Brooklyn Woods (cabinets), The Enterprising Kitchen
(soap), Immaculate Consumption (cookies), PeaceKeeper
(cosmetics) and others.
Currently Helfman serves as interim Chief Operating
Officer for The Enterprising Kitchen, a social enterprise
based in Chicago that manufactures all-natural cold
processed and glycerin soaps for retail stores and private
label. Duties include restructuring debt, devising and
implementing a cash flow management tool, developing
and implementing a comprehensive marketing plan, establishing
new customer relationships, diversifying revenue streams,
expanding production capacity, reducing inventory, and
creating new efficiencies.
Prior to starting a consulting practice, Helfman served
as the Director of Business Development for The Greyston
Bakery and The Greyston Foundation for three years.
The Yonkers-based Bakery is a for-profit wholesale bakery
that trains and hires the hard-to-employ, people who
were homeless, in jail, on welfare, living below the
poverty level and/or faced with other obstacles to employment.
During his tenure with the Bakery, Helfman was instrumental
in building relationships with Ben & Jerry's, Stonyfield
Farms and Cumberland Farms. In addition, he developed
new pricing models, conducted cost accounting analyses,
devised more efficient production systems, increased
distribution and sales. As a direct result of his work,
the business grew more than 25% (from 3.5 MM to 4.5
MM).
In his simultaneous capacity as business development
consultant to the parent company, The Greyston Foundation,
Helfman conducted feasibility studies regarding new
social venture businesses, researched and wrote business
plans, and devised social and business models to attract
foundations and other investors support to finance new
operations.
Helfman holds a Master's in Public Administration from
the Robert F. Wagner School for Public Service, New
York University; a significant portion of his studies
were conducted at the Stern School for Business MBA
Program. His Master's Thesis analyzed social and business
outcomes produced by social venture groups using metric
tools such as The Balance Scorecard and COMSTAT. Previously,
he lived in Washington, DC and worked for ten years
in the consumer movement. He served as a media director
to several consumer groups, and worked as a radio reporter
and new producer for NBC News.
S. Victoria Shire
Business Manager, New Horizon Courier Service
Ms. Shire is a social enterprise leader in New York
City with significant experience in both visioning and
implementation of social venture program models so that
social and financial outcomes are maximized.
By day, she is the Business Manager for New Horizon
Courier Service — a program of Lenox Hill Neighborhood
House — a New York City foot messenger company
staffed exclusively by formerly homeless, mentally ill
adults. Since 2000, Ms. Shire has increased annual revenue
and customer base 20% by developing personalized relationships
to meet unique aspects of customer needs, restructuring
operations, improving social outcomes, and lowering
costs. Simultaneously, she established a supportive
employment environment that provides individualized
hard- and soft-skills training and leadership opportunities
for all workers. She has promoted or placed 10% of employees
into jobs with higher wages. Most recently she designed
a New Skills curriculum to assist workers to gain the
skills required to develop and maintain a business,
with courses such as Customer Service Training, Introduction
to Business Finance, and Marketing.
Prior to joining New Horizon, she was a member of the
Business Development Team for the Greyston Bakery in
Yonkers, New York, where she conducted new business
research and piloted an outcomes evaluation methodology
and tracking tool.
By night, Ms. Shire is a partner in Social Venture
Consulting, a New York City-based firm that provides
business development, marketing, finance, and operations
assistance for manufacturing-based socially responsible
companies and nonprofit social purpose businesses. Her
market research at national, regional, and local levels,
and writing and editing of reports, feasibility studies,
and pricing models contributed to the successful development
of nearly $1 million in social venture investment in
2002.
Ms. Shire holds an MPA in Nonprofit Management and
Finance from the Wagner School of Public Service/NYU
and a BA cum laude in philosophy from Wittenberg University.
Lisa Gale Van Brackle
Deputy VP & Senior Program Manager,
Seedco
Ms. Van Brackle is a Deputy Vice President & Senior
Program Manager at Seedco, a national community development
organization. At Seedco, Ms. Van Brackle manages a portfolio
of community economic development programs that supports
entrepreneurship and strengthens the business base in
economically distressed communities.
Prior to joining Seedco, Ms. Van Brackle served as
Director of Program Development for the Adult Literacy
Media Alliance, national producers of innovative, multimedia-based
adult literacy tools and social purpose business. A
longtime supporter of microenterprises, she has been
a Business Counselor with the Church Avenue Merchant's
Block Association's Business Outreach Center and continues
to conduct workshops for entrepreneurs on marketing
and strategic planning. She served as Director of Prospect
Research at the United Negro College Fund, where she
established the organization's first prospect research
division, and as Research Manager for FIND/SVP, the
nation's largest private business information center.
Ms. Van Brackle is an adjunct lecturer at the Hunter
College School of Social Work of the City University
of New York (CUNY), where she obtained her MSW in nonprofit
administration and community organizing. She also holds
a BBA in marketing and consumer research from Bernard
M. Baruch College of CUNY.
|
AFTERNOON BREAKOUT SESSIONS 3:15pm
- 4:45pm
|
|
11 - Small Business Essentials
Don't
Just Do It, DO IT RIGHT!
|
Professor Seymour Jones
NYU Stern School of Business
Retired Senior Partner, Coopers &
Lybrand
Seymour Jones, CPA, was a Senior Partner in the New
York Office of Coopers & Lybrand on extension to
September 30, 1995 to complete his role as the firm’s
Partner-in-Charge of its Risk Management Program. He
was the National Director of the Business Investigation
Services practice which encompasses Business Reorganization
Services and Bankruptcy and Litigation Services. He
was also the founder of the Emerging Business Services
Program at Coopers & Lybrand and former Chairman
of the firm’s National Emerging Business Services
Program designed to serve the business advisory needs
of entrepreneurs. Since the Fall of 1993, Mr. Jones
has been a Clinical Professor of Accounting, teaching
auditing at New York University’s Stern School
of Business. Mr. Jones also serves as an honorary member
of the Board of Trustees of the New York Institute of
Credit and is a former member of the Board of Directors
and General Legislative Committee of the New York Credit
and Financial Management Association.
Mr. Jones has considerable experience in dealing with
troubled companies that require operational and financial
restructuring. He has also been involved in numerous
special investigation and litigation support matters
and has functioned as an expert witness in accounting
and auditing, and certain industries in general. Mr.
Jones has devoted a considerable amount of his professional
time to consulting with the management of newly acquired
and emerging businesses, and has given numerous seminars
on accounting and auditing to lending officials and
customers of banks and other financial institutions,
trade associations and educational institutions. Mr.
Jones has conducted financial analysis seminars for
Chemical Bank/Manufacturers Hanover Trust Company, Bankers
Trust Company, National Westminster Bank, National Association
of Credit Management, New York Institute of Credit,
Dun & Bradstreet, National Retail Merchants Association,
Colgate Darden Graduate School of Business of the University
of Virginia (Advanced Credit Seminar), Fashion Institute
of Technology, New York University (Managerial Accounting
II – Entrepreneurship and Mergers & Seminar).
He is co-author of The Bankers’ Guide to Audit
Reports and Financial Statements, The Emerging Business:
Managing for Growth, and The Coopers & Lybrand Guide
to Growing Your Business. Mr. Jones holds an MBA degree
in accounting (Beta Gamma Sigma) from New York University
and a BA degree in economics (Phi Beta Kappa) from City
College of New York. He is a Certified Public Accountant
in the State of New York and is a member of the AICPA
and the New York State Society of CPAs. He has served
as a member of the AICPA Subcommittee on Litigation
Services and is a principal author of its publication,
"Conflicts of Interest."
Melvin A. Stein has been a practicing CPA since 1961
and is currently a Partner in Stein, Stein & Feit,
P.C. of Hicksville, New York.
Mr. Stein is a 1953 graduate of the New York University
School of Commerce, Accounts and Finance (now Stern).
He has been involved in University activities for over
a decade and is currently a member of the Alumni Board
of Directors of New York University and The Alumni Board
of Directors of the Stern School of Business at NYU.
In addition to his New York accounting practice, he
also maintains an accounting practice in the US Virgin
Islands where he also holds a CPA Certificate. He has
appeared on public television in the US Virgin Islands
on many occasions to update Virgin Islanders on changes
in the tax code and their effect on Virgin Islands taxpayers.
Mr. Stein is married and resides in White Plains, New
York. He has two daughters and four grandchildren.
Michael Zeldes
SVP, Kaye Insurance Associates, Inc.
Kaye Insurance Associates, Inc is, a HUB International
Limited Company (NYSE: HBG) and one of the largest commercial
insurance brokers in America. Mr. Zeldes, who has been
with Kaye since 1988, established and manages a division
of Kaye dedicated to servicing the general insurance
and risk management needs of emerging growth businesses
and venture capital firms. During his career, he has
been instrumental in developing and marketing insurance
programs for a variety of affinity groups including
residential real estate owners and managers, law firms
and manufacturers. He also manages the public relations,
advertising and corporate marketing efforts at Kaye.
Mr. Zeldes holds a Bachelor's Degree from the State
University of New York at Albany (1988). He is a frequent
speaker at industry seminars and has been quoted in
national media publications such as Business Week
and Business Insurance, along with various real
estate trade journals.
|
12 - Writing an Effective Business Plan
Taking
the Steps to Ensure Your Success
|
|
Dr. Mancuso is the Founder of the not-for-profit Chief
Executive Officers Club (CEO Club). He is the entrepreneur's
entrepreneur. For 24 years, he has published the Chief
Executive Officers Newsletter. He meets with the
membership of the 12 CEO Club chapters eight times annually
in programs held in private clubs. The mailing list
of customers totals about 40,000, reflecting people
who purchased something from the CEO Club since it began
its operations in Worcester, MA, in 1978.
AUTHOR. Mancuso is undoubtedly best known as an author.
His books and tapes have been heard or read by more
small business people than those of any other management
author, according to Simon & Schuster. He has edited
or written twenty-four books, and currently ten books
are classified as backlist books which sell about the
same quantity every year. They are:
o How to Start, Finance& Manage Your Own Small
Business
o How to Write a Winning Business Plan
o How to Prepare and Present a Business Plan
o Mancuso's Small Business Resource Guide
o How to Get a Business Loan Without Signing Your Life
Away (Fortune Book Club Selection)
o Buying a Business for Very Little Cash (With
Doug Germann)
o Mancuso's Small Business Basics
o How to Buy and Manage a Franchise (With Donald
Boroian)
o Winning with the Power of Persuasion (Main
Selection Fortune Book Club)
o The Mid-Career Entrepreneur
The above books are also available on four hour audio
and video cassettes. In addition, Joe has authored numerous
magazine articles and booklets, in such a diverse magazines
as Playboy, Penthouse, Success, Harvard Business
Review, The Journal of Marketing and The Journal
of Small Business. His materials about business
plan preparation has outsold all other authors combined.
SPEAKER. Dr. Mancuso has addressed groups from a dozen
to two thousand people in over three hundred American
cities and thirty foreign countries. He has addressed
trade groups from truckers to dentists and keynoted
full day seminars. His talks have been presented to
Bankers and Venture Capitalists, both at conventions
and for in-house efforts. His economic development efforts
have included ten cities for a Louisiana Public Utility,
and workshops for over seventy of the Fortune 500 companies.
For larger companies, his presentation on how to install
entrepreneurial management is very popular. He is most
at home before small business owners or franchisees,
talking about growing a business. His Favorite luncheon
talk is the title of his first book, Fun and Guts:
The Entrepreneur's Philosophy, in which he shows
how these "Ready-Fire-Aim" types spot a growth
industry, select a first mate, negotiate for money,
create resources where none exists, who wrote the best
business plan and why, avoid personally guaranteeing
bank debt, motivate employees to work harder than humanly
possible, inspire investors/shareholders to believe
in the vision, and deal with family complexities.
Mancuso often works the traits of the members who completed
the diagnostic test for entrepreneurs into these talks.
And his blend of humor puts the audience at ease. His
other presentations include the titles of his books,
but he always tailors all of his talks to fit the audience.
In his overseas appearances, he does a one day session
called: "Encouraging Entrepreneurship", which
has been attended by thousands of people. In all, participants
have paid over $20M to hear the talks and workshops
conducted or arranged by Joseph Mancuso.
ENTREPRENEUR. Dr. Mancuso has founded seven businesses
and is a member of a board of advisors for forty diverse
US companies. He also was the general partner for a
real estate based venture capital partnership. He currently
has investments in several small businesses. He's a
director of the Globus Growth Group, a public venture
capital firm and TEAM, Mucho, Inc. (Nasdaq: TMOS), in
Columbus, Ohio. He is also a director of two Dallas
private companies, Hi-Line and Tri-Steel Structures.
His two hour consultation, a service unique to him,
has been conducted over 1500 times in over 25 years,
with the success rate of about 80% of those people claiming
it was worth the time and money. In all these encounters,
he has never been presented with any easy questions.
Dr. Mancuso holds an Electrical Engineering degree
from WPI and an MBA from the Harvard Business School.
His Doctorate is from Boston University in Educational
Administration. He was the Chairman of the Management
Department at Worcester Polytechnic Institute (WPI)
in Massachusetts before launching the CEO Club. He lives
in Manhattan, with his wife and business partner Karla,
their two children Max and May. His three married daughters
have given him six grandchildren.
|
13 - Marketing
Cost
Effective Methods for Acquiring & Retaining Customers
|
Kevin Friedman
Founder & CEO, eCustomerConnect
Kevin Friedman is the Founder and Chief Executive Officer
of eCustomerConnect. eCustomerConnect, headquartered
in College Point, New York, was started in 2002 to provide
small business owners an effortless and effective way
to use e-mail and the Internet for advertising and growing
their business. eCustomerConnect provides a unique e-mail
advertising program that brings technology and advertising
techniques previously feasible only for multi-million
dollar corporations to the marketplace of 800,000 foodservice
and 1.4 million retail establishments.
Before starting eCustomerConnect, Kevin Friedman founded
an Internet service provider (ISP) during the early
commercialization of the Internet in 1996 that continues
to service the New York City area. This ISP, ASANet
Internet Service, grew to thousands of dial-up customers
and hundreds of corporate customers and provided Mr.
Friedman with considerable experience helping small
businesses build and leverage their Internet presence.
Mr. Friedman has also completed a variety of consulting
projects for clients including the New York City Board
of Education, New York University, and the Women's Leadership
Exchange. While now primarily using his entrepreneurial
spirit for business development, Mr. Friedman has a
technology background with years of experience in software
programming, computer system design, and network engineering
and administration. Mr. Friedman graduated with honors
from the New York University Stern School of Business
in 2000 with a dual BS in Information Systems and Management
and received the prestigious International Association
for Computing Machinery (ACM) award.
Jim Shulman
President, Marketing Results
Marketing Results is a consulting group that caters
to the specific marketing needs of entrepreneurs. Marketing
Results creates customized marketing programs, from
plans to execution, in a variety of technical and manufacturing
industries. For more than twenty years Jim has created
customized marketing solutions in consumer catalog,
direct response television, print, web and other media.
He currently serves on the board of directors of the
Philadelphia Direct Marketing Association, and contributes
regularly to a variety of business and marketing publications.
Kathy Yohalem
Principal, Tait Advisory Services, LLC
Ms. Yohalem is practice leader for the strategic solutions
and branding practice of Tait Advisory Services, LLC.
She was the founder and Managing Director of Mahoney
Cohen Management Consulting Services. She is a world
noted strategist and futurist with over 18 years experience
in providing strategic marketing, branding, organizational
management, business process improvement, business process
reengineering, CRM and E-business solutions to traditional
companies, professional service firms, not-for-profits,
financial services, retail, consumer products, manufacturing/distribution,
wholesale/retail, licensing, cosmetics, fragrance, jewelry,
intellectual property, healthcare, pharmaceutical, and
sports marketing industries.
In an ever-changing and increasingly competitive middle
market, it is essential that companies employ a strategy
that enables them to create and sustain growth. Ms.
Yohalem's approach to strategic consulting helps clients
continually improve and develop breakthrough strategies
that will take them through the new millennium, and
improve the bottom line.
Ms. Yohalem was formerly CEO of C Source Communications
- a Coopers & Lybrand Company specializing in strategy,
branding, and E-business; and was a senior strategist
with PriceWaterhouseCoopers. The client roster includes
companies in the middle market, such as The Judith Ripka
Company, The Brand Names Education Foundation, Crain's,
Schulte Roth & Zabel LLP, The Fragrance Foundation,
JP Morgan Chase, Bank Leumi, Kiko, Ubex-Diam, YOUNetwork
Inc., iStadium.com, and World Diagnostics.com, to Fortune
500's - Sears & Roebuck, Hanes, Sara Lee and Dockers
to name only a few. She is also the author of the noted
best seller Thinking Out of the Box…How to Market
Your Company into the Future, a catch phrase a lot of
us now use in our everyday business conversations. Kathy
also produces and hosts an online business radio talk
show, Insights and Answers, appearing on Silicon Alley
Station.
Ms. Yohalem is actively involved with leading associations,
speaks often at major industry conferences, and is frequently
published. She has been quoted in many facets of media
including The Wall Street Journal, The New York Times,
USA Today and Women's Wear Daily. Ms. Yohalem
has taught and lectured for the Wharton School of Business
and speaks frequently at conferences and associations
such as JP Morgan Chase, The Commercial Finance Association,
The National Retail Federation, The Department of Commerce,
The Fragrance Foundation, Bank Leumi, Crain's New York
Business, IIDA, and The American Apparel Manufacturers
Association to name only a few. In the international
arena, she has worked with The Gotleib Dutweiler Institute-Switzerland,
Proctor & Gamble, BKR-Mexico, and Cash Austria-Vienna.
She also taught marketing for two years at the New School
undergraduate division in New York.
Ms. Yohalem also worked with former Mayor Koch, the
City of New York, building brand awareness and high
level special events for The Fashion Salute to the City
of New York. Ms. Yohalem is a graduate of NYU with BS
and MBA degrees.
|
14 - Getting Your Business Started
Strategic
Alliances& Bootstrapping
|
|
As CEO of Did-it.com — search
engine campaign management that guarantees ROI —
Kevin shares best practices in search engine marketing.
Kevin's specialty is the application of direct marketing
principles and branding principles to search engine
marketing, to assure effective and efficient campaigns.
Clients in assorted businesses include Marriott, Shoedini,
Intimo, BigFunToys, and hundreds more, including Interactive
agencies.
Prior to cofounding Did-it.com (1996) and INTERACT
Multimedia (1994) and bringing them both to profitability,
Kevin Lee honed his marketing and advertising skills
on Madison Avenue at J. Walter Thompson and McCann-Erickson.
Kevin is active with the New York New Media Association
(NYNMA), chairing the Sales and Marketing SIG. He also
chairs the "Plain Talk About Technology" lecture
series for the NY Ad Club, and serves on the board of
directors of the WWWAC. Kevin's specialty is developing,
honing and implementing interactive business strategies
effectively.
Kevin lives on the Upper West Side of Manhattan with
his wife, Allison Conner, who specializes in Cognitive
Behavioral Therapy. Kevin writes for ClickZ i-Marketing
News, Internet.com, eMarketer, BRIEFME.COM and other
publications, and speaks on a variety of topics. Kevin
received an MBA from the Yale School of Management in
1992.
William Lundberg
Founding President & Executive Director,
Association of Strategic Alliance Professionals
As President and Executive Director of A.S.A.P., William
T. Lundberg determines and manages the overall strategic
direction of the Association. His credentials include
years of experience in the development and management
of strategic alliances and other cooperative business
ventures.
Before helping to found A.S.A.P., Mr. Lundberg was
the Cofounder of WebEnable, Inc. of Concord, MA, that
develops and markets integrated suites of Java-based
applications for the indirect sales channel automation
market. While there, he served as Vice President of
Corporate Development and Strategic Relations, working
with the company chairman and CEO to form and establish
the Company; recruit initial management team and board
members; develop corporate, product and marketing strategies;
create the company's business plan; and source, negotiate
and structure the company's initial financing and alliance
agreements, reseller agreements and sales.
Prior to CO-founding WebEnable, Mr. Lundberg was President
of Alliance Associates of Wellesley, MA, a consulting
firm assisting major corporations with their corporate
venture investment and alliance programs. He also worked
with emerging technology companies to form strategic
alliances and obtain venture financing.
Mr. Lundberg also served as Vice President of Business
Development for Scientific Dimensions, Inc., based in
Lexington, MA, where he was involved in the development
of joint ventures and strategic alliances. He also served
as Senior Consultant/Associate Director of Client Services
in the Corporate Services Consulting Group of Venture
Economics, Inc. of Needham, MA, which is a leading consulting
and information services firm providing services to
major corporations, emerging technology companies and
the venture capital industry.
Mr. Lundberg obtained an MBA with high honors in Entrepreneurial
Finance from Boston University's Graduate School of
Management. He also holds a Masters of Education degree
from The Harvard Graduate School of Education and a
BA English/Writing from the University of Massachusetts
at Amherst. Mr. Lundberg has been a contributor to Best
Practices in Alliance Formation and Management and
Strategic Partnering and Corporate Development,
both multi-client studies. He resides in Wellesley,
MA with his wife and children.
Professor Jeremy Wiesen
NYU Stern School of Business
Former Chairman & Co-CEO Financial News Network
(Now CNBC)
Jeremy Wiesen is Associate Professor of Business Law
and Accounting at the Stern School where he has taught
business law, entrepreneurship and other subjects. He
has also taught in the business schools at Columbia,
Stanford, UCLA, Berkeley and at The Wharton School from
which he graduated. Professor Wiesen is also a graduate
of Harvard Law School, was Chairman and CO-CEO of Financial
News Network (acquired by CNBC), and was counsel to
SEC and AICPA committees.
|
15 - Travel, Dining and Hospitality
Serving Up Success
|
Tanya Jackson
Founder & Principal, Classic Encounters
in South Africa
Ms. Jackson founded Classic Encounters in Southern
Africa in 1994. It is a niche tour operator specializing
in customized tours to Southern Africa with offices
in Manhattan.
Her business career started off in the hospitality
industry, as the promotions manager of a 5-star hotel,
with the specific responsibility for promoting and maintaining
the high-profile image of the exclusive members-only
club. Her entrepreneurial spirit emerged in the form
of a small chocolate factory—supplying hotels and
specialty shops—with a retail outlet in a shopping
center.
She also founded Marketing Concepts—a marketing/advertising
and event-planning business. She then took a transatlantic
ocean crossing in 53-foot schooner yacht from South
Africa to Brazil. There she saw a great opportunity
and started private English classes for executives.
She also made a three-month ocean sailing to Seychelles
and Comoros in a 34-foot racing yacht.
Prior to starting her current business, she was the
Director of Marketing for Mullet Bay Resort & Casino
in St. Maarten, the Caribbean.
Ms. Jackson was born and raised in South Africa and
graduated from college in Durban, South Africa with
a marketing diploma.
Henry Kallan
Founder, Hotel Elysee, New York, NY
Own and operate 99-room luxury boutique property. Completely
renovated hotel, creating atmosphere of a private club
while offering amenities of a luxury hotel. Currently
generating year-round occupancy of 82%, average rate
of $285, with 75% repeat business. Hotel Elysee received
The Five Star Diamond Award for excellence in the hospitality
industry.
Owner/Operator, Library Hotel, New York, NY
Opened August, 2000
Own and operate 60-room luxury boutique property. Completely
renovated a 1920s office building, creating a club-like
hotel with such details as mahogany wood paneling, modern
amenities and high speed Internet access in each room.
Based hotel on a library theme where each floor has
a different literary category and the guest rooms are
furnished with books specific to each floor’s
topic.
Managing Partner, Hotel Giraffe, New York, NY
Opened March 2000
Own and operate 94-room luxury boutique property. Newly
constructed hotel, creating a sleek, modern décor based
on the European Moderne Period of the 1920s and 1930s,
with all of the technology and amenities expected in
the year 2000. Currently generating occupancy of 80%
with an average rate of $285.
Owner/Operator, Hotel Casablanca, New York, NY
Own and operate a 48-room property. Only luxury boutique
property west of Fifth Avenue. Completely renovated
and created theme hotel with Moroccan details throughout.
Managing Partner, Hotel Wales, New York, NY, 1988-1992
Completely renovated and conceptualized first authentic
boutique hotel in New York City. Sold interest in 1992.
Managing Director, Warwick International Hotels,
1976-1988
Responsible for acquisition, development and operations
of hotels in Jamaica, West Indies, Washington, Denver,
Paris and New York.
General Manager, Gotham Hotel, New York, NY, 1975-1976
At age 27 achieved position of General Manager
for 300-room first class property. Managed and coordinated
operations of all departments. Implemented renovation
of hotel. Increased revenue resulting in profit. Hotel
Owners: Sol and Irving Goldman.
Robert Platzer
President, PJW Restaurant Group
Mr. Platzer started in the restaurant business at age
26 in 1976. Although "Bob" had held various
positions prior to 1976 as a bartender, porter and short
order cook it wasn't until 1976 that he decided to make
it his career. From 1976 to 1979 Bob held Chef positions
at two different restaurants before following the casino
boom to Atlantic City, New Jersey. It was in Atlantic
City that he became the sauté chef at the high
volume Capriccio Room at Resorts International Hotel
& Casino. Seeing the potential of the "Jersey
Shore", Bob took an opportunity to operate kitchens
at two landmark hotspots, The Green House and Merrill's,
in nearby Margate, NJ. In 1981 Bob left the Jersey Shore
to open a restaurant/video arcade in Cherry Hill, NJ,
"Blast from the Past".
In 1983 Bob sold "The Blast" and headed north
toward the Pocono's in Lehighton, PA. It was there that
he would purchase Getz's Hotel, a three story run-down
roadside watering hole. During the following years Platzer
would work as owner/ operator to transform this property
into a landmark 300-seat restaurant called Platz's.
Still operating today, Platz's is a famous spot for
locals, tourists and Pocono weekenders alike for great
food and great people.
In 1993 Platzer ventured to nearby Allentown, PA and
purchased another roadside eyesore and started P.J.
Whelihan's Pub, a neighborhood pub concept known for
it's buffalo wings, crab cakes, & burgers all served
in a friendly atmosphere. Platzer would open six more
PJ Whelihan's Pub in Southern New Jersey and Pennsylvania
over the next nine years, each time purchasing existing
restaurants, renovating them over time and becoming
a fixture in the community known for great food, great
people and an atmosphere that is second to none.
In 2001 Bob purchased a piece of land in Gibbsboro,
NJ to build The Chophouse, his third concept and first
restaurant from the ground up. Opened in fall 2002,
The Chophouse, a fine dining steakhouse, has become
an overnight success in the very competitive Philadelphia
restaurant market.
Today Bob is in the planning stages for the building
of his tenth restaurant in Medford Lakes, NJ. Over the
last 20 years Bob has built his PJW Restaurant Group
into a well-respected regional chain boasting 3 different
concepts and annual sales that will exceed $23 million
in 2003. Bob resides in Haddonfield, New Jersey with
his wife Donna and his two daughters Danielle and Jacky.
Although Bob has hung up his apron his still remains
active in the development of new restaurant concepts,
weekly meeting with management, real estate development
and the renovation and design of his restaurants present
and future. He hopes to continue to grow beyond 10 restaurants,
develop more concepts and remain a force in the restaurant
industry in the Philadelphia Region and beyond in the
years to come.
|
16 - Negotiating Techniques
Getting
the Deal Done
|
David Leffler
Owner, Law Firm of David J. Leffler
David J. Leffler is a business lawyer in New York City
who represents technology clients, women-owned businesses
and other entrepreneurial and growing companies.
His work involves a wide variety of transactions and
matters in the areas of corporate, business, real estate,
employment, Internet/new media and intellectual property
law. His client roster includes institutions, privately-held
companies and individuals in startup businesses.
In his law practice Mr. Leffler focuses first on the
client relationship, making sure that there is good
communication between him and his client and that the
client is satisfied with the services being provided.
He brings over 20 years of business law experience to
his clients, which includes creatively addressing novel
business situations and a keen understanding of his
cli | |
NYU