2017 Speakers

Speakers 2017-04-07T16:46:00+00:00

2017 Keynote Speakers

  • David Meltzer
    David Meltzer
    Forbes “Top 10 Keynote Speaker“
  • Bill Walsh
    Bill Walsh
    Business Coach & Best Selling Author

2017 General Session Speakers

  • Fernando Aguilar
    Fernando Aguilar
    Renaissance Economic Development Corp
  • Richard Amsterdam
    Richard Amsterdam
    New York Business Development Corp
  • John Colascione
    John Colascione
    LongIsland.com/Long Island Media
  • Christopher Dalton
    Christopher Dalton
    U.S. Small Business Administration
  • Paisley Demby
    Paisley Demby
    Goldman Sachs 10,000 Small Businesses
  • Rob Fishman
    Rob Fishman
    Sandler Training
  • Beth Granger
    Beth Granger
    Beth Granger Consulting
  • Beth Goldberg
    Beth Goldberg
    U.S. Small Business Administration
  • Roslyn Goldmacher
    Roslyn Goldmacher
    Long Island Development Corp.
  • Michael Lebor
    Michael Lebor
    AmTrust Financial Services, Inc.
  • David Gussin
    David Gussin
    516Ads.com
  • Albert Hakim
    Albert Hakim
    The Kensington Company
  • Adrian Miller
    Adrian Miller
    Adrian Miller Sales Training
  • Kevin Lee
    Kevin Lee
    Didit & We-Care.com
  • Stuart Levenberg
    Stuart Levenberg
    The Kensington Company
  • Jennifer Shaheen
    Jennifer Shaheen
    The Technology Therapy Group
  • Carol O’Connell
    Carol O’Connell
    Excelsior Growth Fund
  • Michael Ogus
    Michael Ogus
    Bridgehampton National Bank
  • Ken Stein
    Ken Stein
    The Kensington Company
  • Adam Stein
    Adam Stein
    The Kensington Company
  • David Stein
    David Stein
    The Kensington Company

More Speakers Coming Soon!

World Trade Week

David Meltzer
Forbes “Top 10 Keynote Speaker“

CEO of Sports 1 Marketing, Forbes “Top 10 Keynote Speaker“, Award-Winning Humanitarian, and National Best-Selling Author

David Meltzer has spent the last 25 years as an entrepreneur and executive in the legal, technology, sports and entertainment fields. With expertise across many industry verticals, David’s background has uniquely positioned him to become a world-renowned thought leader.

David is a CEO, entrepreneur, life coach, motivational speaker, author, student, and philanthropist.

David has created a platform that allows him to communicate with everyone from college students to c-suite executives by using his overarching principles for business and life: gratitude, empathy, accountability, and effective communication. Utilizing these four principles every day allows David to live by his mission, “make a lot of money, help a lot of people, and have a lot of fun.”

Session Title
7 Principles for Success: How to Thrive in Your Business and Life

10:45 am – 11:30 am

Keynote Theater

&

David Melter Coaching Session: How to use Technology for Real Business Growth

12:00 pm – 1:00 pm

Room #4 – Business Growth

Bill Walsh
Business Coach & Best Selling Author

Business Coach & Best Selling Author

Bill Walsh® is the CEO/Founder of Business Coaching/Venture Capital firm Powerteam International. Bill hosts and speaks at events all over the world! His passion is to empower entrepreneurs and business owners to create massive success. He loves to help people to understand specifically what it takes to build successful companies. He is an accomplished author, speaker, radio personality and movie celebrity. He has a very successful background in finance and marketing. He has spent two decades working with start-ups to major global brands increasing sales, productivity and overall success. He is an innovator with a remarkable ability to determine and dictate success strategy to seize global market opportunities.

Session Title
Marketing Mastery & Public Speaking Workshop: Become the “Go to Expert” in Your Industry & Create a Fortune Sharing Your Knowledge & Wisdom!

2:45 pm – 3:45 pm

Keynote Theater

Fernando Aguilar
Renaissance Economic Development Corp

Program Manager at Renaissance Economic Development Corporation (REDC)

Fernando Aguilar has worked at Renaissance Economic Development Corporation (REDC) for over 4 years now.  Joining REDC first as a Loan Officer, he eventually transitioned into the position of Development Officer.  Realizing that he immensely enjoyed interacting with clients and providing them with Technical Assistance, Fernando ultimately meshed the two positions.  Now, he is a dynamic combination of Development Officer, Intake Specialist, and Post-Closing Technical Assistance Manager.  Fernando’s background in public relations and marketing allows him to spearhead the efforts of his business startup clients, while his drive to see all underserved populations in New York City thrive in entrepreneurship continues to push him further into the worlds of CDFI and direct lending.

Session Title
Access to Capital: Get the Money You Need to Grow Your Business

1:30 pm – 2:30 pm

Room #4 – Business Development

Richard Amsterdam
New York Business Development Corp

Senior Vice President and Long Island Team Leader, New York Business Development Corp & Empire State CDC

Rich is a Senior Vice President and Long Island Team Leader at the New York Business Development Corp and Empire State CDC, overseeing all loan production in Nassau and Suffolk Counties and the support staff. He joined NYBDC in May 2006 as a Commercial Loan Officer, responsible for providing SBA 504 loans throughout New York and New Jersey as well as conventional and SBA 7a loans throughout New York.

Rich has worked in banking and finance since the mid-1990s, having most recently worked for M&T Bank as the Managing Officer of the Garden City Business and Professional Banking Center. Prior to that, Rich worked in Fleet Bank’s Small Business Services group and at Citibank in the Management Associate program and retail branch banking.

Rich regularly participates as a panelist and performs direct speaking engagements for numerous civic, economic development and business trade organizations as well as for elected officials.

He obtained a Masters of Science degree in Banking from Mercy College in New York, NY and a Bachelors of Business Administration in Banking and Finance from Hofstra University in Hempstead, NY.

Rich is an Executive Board Member and Assistant Treasurer of the Long Island Business Development Council, the President of the Suffolk County Small Business Advisory Council, and an active member of the Risk Management Association.

Session Title
Access to Capital: Get the Money You Need to Grow Your Business

1:30 pm – 2:30 pm

Room #4 – Business Development

John Colascione
LongIsland.com/Long Island Media

Chief Executive Officer of LongIsland.com/Long Island Media & Author

John Colascione, author and acknowledged expert in Search Engine Optimization, is the Chief Executive Officer of LongIsland.com/Long Island Media, Inc.
Qualifications: Twelve years of website management and marketing experience on the Internet involving development, management, advertising, marketing, search engine optimization, social media marketing, server administration, brand development and content advertising.
Education: Studies at Hendricks Institute of Technology, a trade school which prepares students for the information technology world. John uses his advanced understanding of search engine algorithms, site optimization, social media marketing and the internet to plan and develop online based services which provide a genuine consumer purpose, while maintaining a foundation for generating revenue, experiencing growth and building brand value.

Session Title
Mastering Your Website: Insider’s Guide to Building, Marketing and Maintaining a Successful Website

9:30 am – 10:30 am

Room #2 – Marketing I

Christopher Dalton
U.S. Small Business Administration

Lender Relations Specialist, U.S. Small Business Administration

Christopher Dalton is a Lender Relations Specialist with the U.S. Small Business Administration’s New York District Office, located in lower Manhattan. He has worked for the SBA in various capacities such as loan processing and portfolio management.  Prior to SBA, he was employed by the U.S. Department of Housing and Urban Development and the Bank of New York. Chris graduated from Hofstra University with a degree in Marketing.

Session Title
Access to Capital: Get the Money You Need to Grow Your Business

1:30 pm – 2:30 pm

Room #4 – Business Development

Paisley Demby
Goldman Sachs 10,000 Small Businesses

Business Services Director, Goldman Sachs 10,000 Small Businesses Initiative at LaGuardia Community College

Mr. Demby serves as the Business Services Director of the Goldman Sachs 10,000 Small Businesses Initiative at LaGuardia Community College. As Director Mr. Demby is responsible for partner development, marketing, promotion and recruitment of small business owners into the program. Mr. Demby designs and delivers small business development training and manages a team of Business Advisors that provide direct services to business owners in the program.

Mr. Demby is a highly sought after speaker, Executive Coach, and CEO trainer: offering dynamic keynote and general session presentations, in-depth seminars and lively executive development training courses that inspire audiences to take action in the areas of business strategy, leadership. marketing, sales and finance.  Mr. Demby draws upon 20 plus years of business development and finance experience working with startups to large scale multimillion dollar corporations.

Mr. Demby’s experience as a Business Consultant has helped him to craft “street tested” business development methodologies that are easily implemented and drive immediate results.  Paisley is an inspirational and motivational CEO trainer with first-hand knowledge of multiple industries and how to make the most of any company.  Paisley’s training workshops rejuvenate audiences giving them a new found understanding of their latent potential removing barriers that once blocked them from moving forward.

Mr. Demby is widely recognized for his work in the business development arena helping develop innovative businesses in the media, technology, consumer products, manufacturing, nonprofit, entertainment, financial services, and professional services industries. Mr. Demby is actively involved in the small business development community serving as a judge in multiple business plan competitions. Mr. Demby is also the Cofounder of the Queens and New York StartUP! Business Plan Competition. In 2007 Mr. Demby was honored with a career achievement and social impact award from the Whitney M. Young Jr. Memorial Conference Executive Board at The Wharton School of the University of Pennsylvania among an impressive list of honorees. In 2013 Mr. Demby was recognized by the Metropolitan Hospitality Group and The Queens Courier as a 40 Under 40 Rising Star.

Mr. Demby has been employed by such renowned firms as Accenture, JP Morgan, Synergie Capital Group, IBM, General Motors, The May Davis Group, and Westinghouse. Mr. Demby holds an MBA in Finance and Strategic Management from The Wharton School of the University of Pennsylvania, and a BA in Engineering and Economics from Brown University.

Learn how to build a world-class organization using market intelligence, market your value, develop a winning culture and retain great people. Executive coaching knowledge combined with hands-on small business develop training are just two reasons why you should know Paisley!

Session Title
Double Your Revenue in 2017

9:30 am – 10:30 am

Room #4 –  Business Growth

Rob Fishman
Sandler Training

Partner, Sandler Training

Rob Fishman is a partner at Sandler Training of Hauppauge, a Long Island-based consulting firm that specializes in sales and sales management process improvement. The Sandler Selling System, with over 270 other affiliates worldwide, is a no-nonsense sales method that gets results and preserves the sales professional’s self-respect.

Rob possesses a varied business and management background gained over 35 years in the business world. He holds a degree in Fine Arts and is a former President and CEO in the jewelry industry. After running a successful Long Island based business, Rob sold his company and joined forces with Rich Isaac at Sandler. In addition to his local, national and international sales and client development training, coaching and consulting, Rob is also a Certified Facilitator for the Alternative Board, a peer-to-peer business owner group.

In his many years at the helm of his company, Rob was a member of a peer accountability group with intense focus on leadership, marketing, management and sales development.

This has helped Rob in his passion for helping firms large and small, in more than 50 industries, to significantly improve their sales and business results through a unique and effective process of reinforcement training and attitudinal and behavioral change.

Rob lives in Huntington, Long Island, New York with his wife, Lisa, who is a Psychoanalyst. They have two sons, Ben and Alex. In addition to Rob’s business activities, he is also a conservatory trained musician and music director in and around the metro New York and Long Island areas.

Rob speaks often to companies and organizations on a wide variety of topics related to:

  • Sales and Client Development
  • The Power of a Selling System
  • The Formula for Success
  • Referrals Strategies
  • Networking
  • Linked in Prospecting and Selling
  • Enterprise Selling
  • Retail Selling
Session Title
Changing the Game - Seven Essential Elements of “Legendary” Selling!

9:30 am – 10:30 am

Room #1 – Sales Strategies

Beth Granger
Beth Granger Consulting

CEO of Beth Granger Consulting

Beth Granger is a social sales strategist, trainer, and branding consultant who uses her unique blend of creative, technical, and business communications expertise to help business owners, VPs of sales, CMOs, recruiters, and individuals address their business goals and challenges.

Often a business owner will ask for her help because they are worried by the lack of a trusted advisor, or frustrated by the inability to hire additional staff with specific expertise. She has been told that she helps remove the fear some people have of social media by helping navigate the online or social landscape. When clients are asked why they work with me the answer is frequently: She listened! One client said, “I didn’t know the difference between a hashtag and a handle until I spoke to Beth.”

Beth loves helping people who may not be comfortable with technology to embrace its power and has a passion for teaching. Her typical student is a business owner who doesn’t have a marketing person, salespeople who are concerned about making their numbers, and job seekers who are fearful that their resumes go into a black hole.  A client recently told her that she accelerates the learning curve for social media and social sales.

Beth’s presentation titled Linkedin sales success in ten minutes a day has been well received at national sales meetings, trade events, and as a series of one-on-one seminars. She has also trained recruiters to do social recruiting and guest lectures on multiple topics at the Hofstra University Continuing Education program.

Before starting her own consulting firm Beth was the Director of Online Marketing and Design at Pall Corporation, a global Fortune 1000 industry leader in filtration and separation. As leader of the online strategy for the company, Beth provided the vision, long-range strategic planning, and management of the implementation for all initiatives related to Pall’s global, and multi-language, website. She also directed the web and corporate design departments, and the global corporate identity program.

Beth is one of the Vice Presidents of the board of directors of the Social Media Association and a member of the board of directors of Landmark on Main Street, a not-for-profit theater/community center.

Beth can be found on Twitter, LinkedIn, Facebook, and is already researching the new platform that you will hear about tomorrow!

She is also excited to be part of a team of Social Sales Coaches that have joined forces to launch a new business called Social Sales GPS. Look for it soon!

Session Title
How to Get More Customers from Social Media

9:30 am – 10:30 am

Room #3 – Marketing II

Beth Goldberg
U.S. Small Business Administration

District Director of the U.S. Small Business Administration’s New York District Office

There are approximately 1.6 million small businesses in the district that employ over five million people, with a payroll of $322.7 billion. In addition to the main office in New York City, the district has a branch office in Long Island.

Beth Goldberg was appointed District Director of the U.S. Small Business Administration’s New York district office on January 26, 2015.

As District Director, Ms. Goldberg is responsible for overseeing the delivery and efficiency of all SBA programs and services to the greater New York small business community, which includes the 14 counties of New York City, Long Island and the lower Mid-Hudson Valley.

Before joining the federal government, Ms. Goldberg specialized in the field of economic development and founded Auric Ventures, Ltd., a firm dedicated to facilitating the relationship between corporate America and government. She later formed two subsidiary corporations — Auric Properties, Inc. and Auric Healthcare Solutions, LLC– in order to provide more specific consulting services to clients.

Prior, Ms. Goldberg served as Director of Finance and Development and later as President and Chief Operating Officer of the Brooklyn Economic Development Corporation (BEDC), where she was the lead consultant on economic development matters to the President of the Borough of Brooklyn, the Mayor of the City of New York and the Governor of the State of New York. Under her leadership, BEDC became the model for economic development.

In addition to developing the corporate structure for BEDC, Ms. Goldberg participated in the structuring of several billions of dollars of commercial and industrial development, including real estate, leveraged buy-outs, and mergers and acquisitions, among many other projects.

Considered as one of the architects of New York City’s economic development program, Ms. Goldberg has been called upon by U.S. and foreign-based organizations to assess and evaluate economic incentive and investment programs. She has served on the Board of Directors of various non-profit organizations and currently participates in a global green energy committee that analyzes alternative energy projects from around the world.

Ms. Goldberg earned a Master’s of Science in Social Work, with a specialization in Industrial Social Welfare from Columbia University, and a Bachelor of Science with a dual major in Psychology and Political Science from Brooklyn College.

The daughter of trade magazine publishers, Ms. Goldberg is married and has two children.

Session Title
Access to Capital: Get the Money You Need to Grow Your Business

1:30 pm – 2:30 pm

Room #4 – Business Development

Roslyn Goldmacher
Long Island Development Corp.

Founder/President/CEO, Long Island Development Corp. (LIDC)

Roslyn D. Goldmacher, Esq. is founder/President/CEO of the 38 year old Long Island Development Corp. (LIDC) family of nonprofit economic development organizations. Under Roz’s leadership, LIDC has made over $1 billion in direct loans, leveraged an additional $3 billion in other capital, obtained over $1.8 billion in contracts for entrepreneurs and created and retained over 50,000 jobs for the community. LIDC provides low cost financing and free technical assistance to small businesses and not-for-profits on Long Island. Roz created the first and only US Treasury Community Development Financial Institution in the nation providing assistance to women owned businesses (LISBAC).

Roz has served on a number of national, regional and local boards of directors including those of: the national fiscal agent for the SBA 504 loan program overseeing $400 million of national bond sales each month; the national Service Corps. Of  Retired Executives (11,000 volunteer executives providing business counseling); a national Small Business Investment Company (DCC Growth Fund)(providing venture capital to entrepreneurs); the NYS Governor’s Incubator Task Force & Regional Economic Development Partnership;  the LI Partnership and many others. She was founder, President and/or board member of several organizations including Women Economic Developers of LI, National Association of Women Business Owners LI Chapter, Nassau Society of Financial Service Professionals, Nassau and Suffolk Girl Scouts, and others. Currently, Roz serves on the Boards of the LI Community Foundation, Nassau AHRC Foundation,  the Hempstead/ Long Beach and North Hempstead/Oyster Bay/Glen Cove Workforce Investment Boards, and Nassau Comproller Maragos’ Minority & Womens Advisory Council.

Roz has received numerous honors from US Presidents, Congress, NYS Governors, the SBA, along with Newsday, Long Island Business News; many Long Island based municipalities, economic development and charitable institutions for her work with small business, minority and women owned businesses. She has been  a regular columnist for Networking Magazine, the LI Corridor and Jewish Home News and is often quoted for her knowledge of economic development, small business financing and other business issues.

Session Title
Access to Capital: Get the Money You Need to Grow Your Business

1:30 pm – 2:30 pm

Room #4 – Business Development

Michael Lebor
AmTrust Financial Services, Inc.

SVP, Global Marketing and Strategic Innovation – ‎AmTrust Financial Services, Inc. (AFSI)

Michael sits as the SVP, Director of Global Marketing and Innovation at AmTrust Financial Services. AmTrust Financial Services is a $21 billion global insurance corporation offering Commercial Property and Casualty, Warranty, Specialty Risk and Program Insurance products for small- to medium-size businesses. He leads his team to maintain and develop company’s web presence and oversees all online assets, digital commerce, and traffic generation platforms. His current initiatives include building consumer-facing platforms that allow policyholders and new customers to interact with AmTrust in a seamless and efficient manner. Michael is working to bridge the start-up creativity and innovation, at the scale and efficiency of an international corporation. Early in his career, Michael acquired Flower.com and began creating what was then a revolutionary ecommerce platform. He was a partner at CleanYourName.com a reputation management company. His success there led him to become a partner at the marketing agency, HugeMedium.

Session Title
How to Turn your Small Business into a Successful Business Through Digital Marketing

12:00 pm – 1:00 pm

Room #3 – Marketing II

David Gussin
516Ads.com

Co-Founder at 516Ads.com

David Gussin has a passion for what he does. Founded July 20, 2007, 516Ads.com & 631Ads.com has become a true asset to the Long Island business community. Especially those trying to grow their businesses. Using a mixture of web & warmth, David works to promote business on a daily basis throughout Nassau and Suffolk Counties. In addition to business, 516Ads/ 631Ads uses it’s many platforms to help raise awareness and supplies for charity.

When it comes to advertising, networking and marketing, David is a wiz! Creator of ‘The Everything Bagel’, founder of LEARN, David is a dynamic marketing expert, who is relentless and truly an innovator when it comes to networking and getting your message into the public eye.

David has a growing popularity; his positive energy is contagious. If you follow David’s lead you will surely find your path to success.

Session Title
Network Like a Pro: Boost Sales by Making the Right Connections

1:30 pm – 2:30 pm

Room #1 – Sales Strategies

Albert Hakim
The Kensington Company

M&A Specialist, The Kensington Company

Albert Hakim is an Entrepreneur with 25 years of experience across many diverse business segments. He has owned successful retail businesses, a wholesale and distribution company, web-based businesses as well as having spent time in the corporate world as head of corporate sales at a publicly traded company.

He is uniquely qualified to assist in all aspects of business transactions and brings his talent to the Kensington Company.

Sellers of businesses are comfortable speaking to someone who truly understands business, both the complexities and the emotional part of selling one’s business and buyers appreciate his ability to understand their real needs and match a buyer’s skill set to the right business opportunity.

Buyers – People buy businesses for many reasons, they are in career transition, they have been laid off, they want to hedge against a shaky employment market or they just want to take more control over their financial future.  Albert helps his clients identify the real reasons they are looking at business ownership and match them with businesses that fit their objectives.

Sellers – If you are a small to mid-sized company (1-10 million in sales), you really want Albert representing you because he knows how to price, promote and market your business to meet your selling objectives.

Albert has many references from various industries which he can provide, but the most important thing to remember is that he is committed to happy buyers and happy sellers. That is the secret of his success.

Session Title
7 Deadly Mistakes to Avoid when Selling

11:00 am – 11:30 am

&

SHARK TANK: Sit Back Relax & Learn About 21 Great Businesses for Sale

12:00 pm- 1:00 pm

&

Do You Know What Your Business is Worth?: Learn How to Increase the Value of Your Business BEFORE You Need to Exit 

1:30 pm – 2:30 pm

Kensington Company’s Entrepreneur Pavilion: Be your Own Boss (Show Floor)

Adrian Miller
Adrian Miller Sales Training

President and Founder, Adrian Miller Sales Training

Adrian Miller is President and Founder of Adrian Miller Sales Training, a sales consulting organization that she launched 27 years ago.

She is also a professional speaker, trainer and author (“The Blatant Truth: 50 Ways to Sales Success” and “The Blatant Truth: How to Not Screw Up the Customer Service Game”). Adrian’s byline also appears in many business publications.

Adrian specializes in designing and delivering highly customized sales and customer service skills training programs that are practical, results-driven and provide real world solutions for real world situations.

Her expertise includes working with the owners and “C” level executives of companies ranging in size from entrepreneurial start-ups to Fortune 500 firms across a vast diversity of industries, helping them to develop successful sales strategies, develop new and results-driven sales processes, implement CRM programs and identify and overcome obstacles to sales growth and increased revenues.

Adrian’s highly enthusiastic and energetic approach has won her raving fans nationwide and her program design is always extremely interactive and engaging.

Leveraging her love of writing, Adrian also develops content for her clients and creates and maintains newsletters, blogs and social media all designed to increase her client’s visibility, credibility and market penetration.

Adrian is also the creator of Adrian’s Network, a highly successful business networking community comprised of 400 members who help each other with contacts and introductions that result in revenue producing business.

Adrian’s degree in sociology and love of helping people has been fundamental to her success as a sales consultant.  When not working with clients or on the road for speaking engagements, Adrian pursues her other passions: walking the streets of Manhattan camera at the ready, indulging in her love of the theater, getting ready to board a plane to travel and explore a new culture or simply hanging out with her husband and two adult sons, enjoying food, friends and hockey.

Session Title
How to be a Rockstar Salesperson and Close More New Business Now!

12:00 pm – 1:00 pm

Room #1 – Sales Strategies

Kevin Lee
Didit & We-Care.com

Co-Founder & Executive Chairman of Didit and CEO of We-Care.com

Kevin Lee is Co-Founder and Executive Chairman of Didit a leading digital marketing firm and CEO of We-Care.com  – $8+ million generated for nonprofits via cause marketing. With 22 years of digital marketing experience, 4 books, 400+ speaking engagements, and 680+ published columns, Kevin Lee, is a true Digital Marketing pioneer who gives back to clients and the industry. Since founding Didit in 1996, Kevin’s team has helped clients across industries from the Fortune 500 to startups and mid-sized businesses.  His recent inventions include www.GivingForward.com and www.Sweeps4aCause.com both philanthropic conversion catalysts for email and social activation as well as brand lift. A nonstop inventor and innovator, Kevin is also launching a new Hyper-Local SEO platform in mid 2016.

Session Title
Get Found on Google: How to Make Your Website SEO Friendly

1:30 pm – 2:30 pm

Room #3 – Marketing II

 

Stuart Levenberg
The Kensington Company

Franchise Specialist, The Kensington Company

After graduating from the University of Cincinnati with a double Major in Finance and Real Estate, Stuart immediately began his career in franchising. Working for a 14 unit operator in the Arthur Treacher’s System, Stuart was in part responsible for the financial reporting of all units as well as field support.

In 2003, Stuart made the transition into Arthur Treacher’s corporate offices and was responsible for nationwide franchise sales of 4 Quick Service Restaurants.

In 2005, Stuart joined the Kensington Company & Affiliates in their Franchise Sales and Development office. Stuart has forged relationships within the community and has helped match dozens of franchise buyers to right franchise opportunity.

Currently Stuart is working towards completing is Certified Franchise Executive (CFE) Status as well as his Certified Business Intermediary (CBI).

Stuart is a Co-founder of the JAG Foundation, a recognized charitable organization that supports Cancer Research as well as College Scholarship programs in the Long Island Community and currently serves on its Board of Directors.

Session Title
Keep Your Job While Creating Real Wealth: Learn About Semi Absentee Businesses

9:30 am – 10:30 am

&

SHARK TANK: Sit Back Relax & Learn About 21 Great Businesses for Sale

12:00 pm- 1:00 pm

&

How to Find the Best Franchise for You

1:00 pm – 1:30 pm

&

Learn About Long Island’s Newest, Hottest Franchise

3:00 pm – 3:30 pm

Kensington Company’s Entrepreneur Pavilion: Be your Own Boss (Show Floor)

Jennifer Shaheen
The Technology Therapy Group

President, The Technology Therapy Group and Technology Therapist®

Jennifer Shaheen – President & Technology Therapist® Expertly guiding business owners through the intersection of marketing and technology for the past 15 years, Jennifer Shaheen has a unique expertise that combines technical prowess, entrepreneurial insight and marketing acumen. Her marketing strategy, brand development and small business operations skills have been engaged in the retail, manufacturing, hospitality, health care, and travel industries.

A thought leader and visionary, Jennifer seeks continually to translate today’s digital mysteries into understandable, accessible, actionable information. In addition to teaching at Social Media Marketing University and contributing technology articles to Bank of America’s Community Forum, Jennifer has appeared repeatedly on MSNBC’s Your Money with JJ Ramberg, to discuss entrepreneurial and business management issues.

Jennifer is a multi-channel marketing expert, empowering her clientele to deploy fundamental marketing principals across multiple platforms, from traditional vehicles including print, radio, and event marketing through website development, social media, and mobile marketing. An experienced entrepreneur, Jennifer deftly provides nurturing support for her clients while leading them to make choices that lead to greater brand reach, profitability and impact. Her unique talent is for taking businesses to the next level by identifying productive marketing channels and untapped opportunities, and creating comprehensive strategies encompassing both. Her modern interpretation of sound marketing principals consistently delivers client-pleasing results.

Jennifer is a graduate of Hofstra University. She actively mentors fledgling entrepreneurs. In her spare time, she enjoys skiing, fine food, and competing in obstacle course races.

Session Title
Get New Customers Now: How to Develop a Local Marketing Strategy That Works

1:30 pm – 2:30 pm

Room #2 – Marketing I

Carol O’Connell
Excelsior Growth Fund

AVP-Business Advisory Services, Excelsior Growth Fund

Carol has worked in commercial banking for 25+ years, primarily as a credit underwriter for loans to small-to-medium size businesses.  She holds an MBA in Finance.

Carol earned a Master’s Degree in Public Administration from NYU Wagner in order to transition her work in banking/finance to the nonprofit sector in support of community development.   She joined Excelsior Growth Fund as AVP – Business Advisory Services in February 2016.  In that capacity, Carol works directly with small business owners, helping them obtain access to capital.  Her responsibilities include working with community resource partners to identify small business owners that are looking for alternative CDFI and SBA financing and providing customized technical advice to address clients’ needs to get them loan ready.  Carol also facilitates EGF’s financial management training seminars throughout New York State to educate new and existing businesses on the best practices for financial management and access to capital.

Session Title
Access to Capital: Get the Money You Need to Grow Your Business

1:30 pm – 2:30 pm

Room #4 – Business Development

Michael Ogus
Bridgehampton National Bank

Senior Vice President and SBA Team Leader, Bridgehampton National Bank (BNB)

Michael Ogus, Senior Vice President and SBA Team Leader, came to Bridgehampton National Bank (BNB) with over thirty years of diversified bank lending experience.  He started his career at Lincoln Savings Bank in deposit accounting and worked in various capacities at Chemical Bank, JP Morgan Chase, Astoria Federal Savings, and IBJ Schroder Bank & Trust Company.

Mike started an SBA Lending Team at Community National Bank (CNB) at their inception and built it to be one of the top PLP lenders in the Long Island and New York Regions throughout that bank’s 10 year history.  Mike joined BNB as part of the acquisition of CNB and is committed to expanding SBA lending at BNB to cover the bank’s Montauk to Manhattan market as the leader in serving the small business market.

Session Title
Access to Capital: Get the Money You Need to Grow Your Business

1:30 pm – 2:30 pm

Room #4 – Business Development

Ken Stein
The Kensington Company

Managing Director, The Kensington Company

Before founding The Kensington Company and Kensington Franchise Sales nearly 20 years ago, Mr. Stein operated numerous drug stores and home health care companies on Long Island. He now applies his varied skills in the owning, operation, marketing and sale of small to mid-size businesses to facilitate successful transactions for his clients at The Kensington Company. In addition, he has achieved the designation of Certified Business Intermediary, which is granted to professionals who complete the stringent requirements of the International Business Brokers Association. Only approximately 350 business intermediaries in the U.S. currently carry that coveted title.
Even more notably, Mr. Stein is the 37th Certified Business Intermediary to have completed the additional rigorous coursework required to achieve the advanced designation of Merger & Acquisition Master Intermediary (M&AMI). Mr. Stein is also a Franchise Specialist with FranNet, which has successfully identified more suitable franchise opportunities for interested candidates than any other organization.

Session Title
7 Deadly Mistakes to Avoid when Selling

11:00 am – 11:30 am

&

SHARK TANK: Sit Back Relax & Learn About 21 Great Businesses for Sale

12:00 pm- 1:00 pm

&

Do You Know What Your Business is Worth?: Learn How to Increase the Value of Your Business BEFORE You Need to Exit 

1:30 pm – 2:30 pm

&

Learn How to Buy a Dunkin Donuts and Other Fast Food Franchises

2:30 pm – 3:00 pm

&

Learn About Long Island’s Newest, Hottest Franchise

3:00 pm – 3:30 pm

Kensington Company’s Entrepreneur Pavilion: Be your Own Boss (Show Floor)

Adam Stein
The Kensington Company

Associate, The Kensington Company

Adam Stein began working at the Kensington Company at the age of 16 as a summer intern. Adam joined the team full time in 2013 and has been facilitating the sale of small to mid-sized businesses ever since. Adam has a degree in Finance from CUNY Baruch where he graduated Magna Cum Laude.

Session Title
Keep Your Job While Creating Real Wealth: Learn About Semi Absentee Businesses

9:30 am – 10:30 am

&

SHARK TANK: Sit Back Relax & Learn About 21 Great Businesses for Sale

12:00 pm- 1:00 pm

&

Learn About Long Island’s Newest, Hottest Franchise

3:00 pm – 3:30 pm

Kensington Company’s Entrepreneur Pavilion: Be your Own Boss (Show Floor)

David Stein
The Kensington Company

Certified Franchise Executive, The Kensington Company

David Stein is a sales and marketing professional and Certified Franchise Executive (CFE) with an established background in building relationships and territories.

David has over 30 years of franchise experience, including as the Franchising Manager for Dunkin’ Brands. There his primary responsibilities were to source, interview and recruit new franchisees and sell additional stores to existing franchisees. While at Dunkin’ Donuts, David recruited 45 new franchisees/area developers which amounted to the opening of over 250 stores. Prior to working for Dunkin Donuts, David owned and operated a franchise/sales consulting business in South Florida. There he developed the territory into the most successful in the state from a client base of zero. David uses his expertise in promoting and presenting businesses and franchises to help clients wishing to enter the franchise path to success. David received the Franchise Licensing Manager Leadership Award from Dunkin’ Brands in 2003, and his CFE Certification in 2005.

Session Title
Learn How to Buy a Dunkin Donuts and Other Fast Food Franchises

2:30 pm – 3:00 pm

Kensington Company’s Entrepreneur Pavilion: Be your Own Boss (Show Floor)