535 Fifth Avenue, 30th Floor
New York, NY 10010
Phone: 212.785.9700

3458 Ocean View Boulevard
Glendale, CA 91208
Phone: 818.634.2276

info@kbl.com

EVENTS

EVENTS

Growth.  Every CEO wants it. But how do you manage it?  How do you grow your business without having the wheels come flying off a runaway locomotive?

Join our team of experts as they take you through a master class on how to handle the excitement, growing pains and chaos unleashed on an explosive growth company.  In this interactive session we will explore efficiency restructurings, outsourced solutions, using technology to scale growth, estate planning and asset protection tools, tax mitigation strategies, debt and equity financing models, and merger and acquisition options.

Hear how you can avoid pitfalls which can derail your success.  Our expert panel will share both strategies for sustained growth and mistakes others have made and how you can avoid holding back your growth.

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Areas that we will focus on include: Social media strategies. Using technology to streamline applications and reduce costs. Creating outsourced solutions for accounting and HR functions. Asset protection and exit planning. Tax mitigation strategies. Creating golden handcuffs for key employees. Debt and equity options. Merger and acquisition modeling. Legal pitfalls that growing companies unknowingly fall into.

WHEN: December 8th, 2016

TIME: 8:00 am -10:00am

WHERE: Wells Fargo 150 East 42nd Street, NY, NY (conference level)

RSVP: Janet Grosso jgrosso@kbl.com 212.785.9700 ext. 319

Speakers

 

Host: Julie Kerzner-Keery
         Private Mortgage Banker
         Wells Fargo

Moderator: Kathy Boyle
                  President
                  Chapin Hill Advisors, Inc.

 

Panelists:

Richard Levychin, CPA, CGMA
Partner in Charge, Emerging Business Group
KBL, LLP Certified Public Accountants and Advisors

 

Tony Carnesi, CPA
Director, Emerging Business Group
KBL, LLP Certified Public Accountants and Advisors

 

Allan Rooney
Founder
Rooney Nimmo, Business Attorneys 

 

Chris Moschovitis, CISM, CGEIT
President
tmg media

 

James Clifford
District Manager and Business Consultant
ADP

Sponsors and Participating Companies

Are you an entrepreneur that is looking to get your MOJO going before starting your busy day? 

Then come join with some of New York’s top entrepreneurs at the Morning MOJO.  The Morning MOJO is an informal monthly morning event that provides a space for select entrepreneurs to come together in a relaxed setting to explore ideas, catch up on the latest entrepreneurial trends, meet new contacts and re-connect with old friends over a cup of coffee before commencing with their mission of global economic domination.


Our next Morning MOJO will feature the topic:
Using Artificial Intelligence, Robotics, and Big Data to Dramatically Expand Your Sales Process
 

Presented by
Neal Conlon
Chief Growth Officer, Serval Ventures

Date: May 8, 2018

Time: 8:30 am to 10:00 am

Location: Capital One Bank 853 Broadway, Lower Level (corner of 14th Street and Broadway) New York, NY

RSVP: Janet Grosso jgrosso@kbl.com 212.785.9700 ext. 319

So come and join your fellow entrepreneurs for an exciting morning.  We’ll provide the coffee.  You bring the MOJO

Can’t get your MOJO going on this date?  Then circle your calendar for the next Morning MOJO event below.  Same time, same location, same MOJO channel.

June 12th Financial Data With Insights: How to Keep Score and Make More Money
Presented by: Stephen King, CEO, GrowthForce

Morning MOJO is hosted by Capital One and the third parties listed are not affiliated with Capital One. Information that is presented by any third party shall not be considered the views or endorsements of Capital One. Capital One, N.A., is Member FDIC. ©2015 Capital One. All rights reserved.

 

 

 

 

 

 

 

 

Is your business on the fast track towards growth and poised to evolve with market change? 

The Growth Challenge Workshop, presented by Insperity, is designed to connect its participants to the critical decisions that companies face when they are too big to be small, and too small to be big.

The half-day event gives CEOs a real-world look at overcoming the challenges and questions that their growing companies face, including:

  • Is the business poised to evolve with market changes?
  • What role does the company's people play in the company's long-term growth potential?
  • What does the company gain or lose by taking on capital investment?
  • What obstacles stand in the way of the company achieving its next growth phase?

The workshop includes:

  • Engaging multi-media presentation
  • Graduate level content focused on C-level pain points
  • Real-life highly interactive case study used to analyze solutions
  • Interactive table discussion with peers
  • Goal setting/next steps for your business

"The biggest thing I gained was getting the collective wisdom of other business owners."  --Workshop participant, Wendy Covey, COO and co-founder of TREW Marketing.

The workshop is focused on the CEOs of companies with revenue of at least $5 million.

It is our privilege to provide the businesses in our community with the tools that they need to prosper. I hope you'll join us.

Growth Challenge Workshop
Date:
 Tuesday, April 24, 2018
Time: 11:30 am – 5:00pm
Location: UBS Financial Services, 1285 Avenue of the Americas, 14th Floor, New York, NY

Find out more about the event and register here

Participating Companies

 

Are you an entrepreneur that is looking to get your MOJO going before starting your busy day? 

Then come join with some of New York’s top entrepreneurs at the Morning MOJO.  The Morning MOJO is an informal monthly morning event that provides a space for select entrepreneurs to come together in a relaxed setting to explore ideas, catch up on the latest entrepreneurial trends, meet new contacts and re-connect with old friends over a cup of coffee before commencing with their mission of global economic domination.


Our next Morning MOJO will feature the topic:
Grant and Tax Incentives For Business Owners
 

Presented by
Marsha Parris, Chief Operating Officer, New York Grant Company

Date: April 10, 2018

Time: 8:30 am to 10:00 am

Location: Capital One Bank 853 Broadway, Lower Level (corner of 14th Street and Broadway) New York, NY

RSVP: Janet Grosso jgrosso@kbl.com 212.785.9700 ext. 319

So come and join your fellow entrepreneurs for an exciting morning.  We’ll provide the coffee.  You bring the MOJO

Can’t get your MOJO going on this date?  Then circle your calendar for the next Morning MOJO event below.  Same time, same location, same MOJO channel.

May 8th Using Artificial Intelligence, Robotics, and Big Data to Dramatically Expand Your Sales Process
Presented by: Neal Conlon, Advantages

June 12th Financial Data With Insights: How to Keep Score and Make More Money
Presented by: Stephen King, CEO, GrowthForce

Morning MOJO is hosted by Capital One and the third parties listed are not affiliated with Capital One. Information that is presented by any third party shall not be considered the views or endorsements of Capital One. Capital One, N.A., is Member FDIC. ©2015 Capital One. All rights reserved.

Richard Levychin, CPA to Speak About Key Business Provisions of the Tax Cuts and Job Act; Webinar March 27th 1pm

Want to gain clarity regarding the 20% deduction available to pass through entities under the new Tax Act?  On March 27th Richard Levychin, CPA will be discussing this and other key provisions of the Tax Cuts and Jobs Act that affect businesses.  This webinar is designed to highlight the most significant tax changes that will impact a company's tax planning today and in the future.

To register for this webinar click on the link below:

http://www.nygrants.com/smb-new-tax-law

Participating Companies