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.

,

 

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

Presented By:

 

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 exploreideas, 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:
Ramon Ray, Editor, Smart Hustle Magazine

He will be discussing:
The Power of Social Media

Date: June 6, 2017

Time: 8:30 am to 10:00 am

Location:Capital One Bank, 299 Park Avenue, 27th Floor (between 48th and 49th Streets) 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.

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.

Are You a Not For Profit Concerned About How Changes Proposed by the Trump Administration
Will Affect Your Programs and Funding?  Join Us On May 23rd.

Richard Levychin, CPA, CGMA will be part of a panel of experts at “Transformations Under Trump; Is Your Funding at Risk?” on May 23rd.  Our panel will provide insights for leaders of not for profits into the possible tax changes being proposed by the Trump administration and will also address governance, cyber security, and potential risks around state and local budgets which affect funding for not for profits.

Additional panelists will include Tracy Landauer, Esq a Partner in the law firm Riker Danzig Scherer Hyland Perretti, LLP, Chris Moschovitis, CEO of the technology firm tmg-emedia, inc.and Brian Gurski,not for profit management consultant. The session will be moderated by Kathy Boyle, President of the financial services firm Chapin Hill Advisors.

Date: May 23rd, 2017
Time: 8:00 am to 09:30 am
Location:Northeast Community Bank 242 W 23rd Street (between 7th and 8th Avenues)
RSVP: ChapinHillEventMarketing@gmail.com

Admission is complimentary. A light breakfast will be served

 

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 exploreideas, 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:
Susan Lindner, Emerging Medi

She will be discussing:
The 7 Day Public Relations Plan

Date: May 2, 2017

Time: 8:30 am to 10:00 am

Location:Capital One Bank, 299 Park Avenue, 27th Floor (between 48th and 49th Streets) 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 7th– The Power of Social Media
Presented by Ramon Ray, Editor, Smart Hustle Magazine

 

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.

Join us on April 20th for a conversation with Stephanie Breedlove, successful entrepreneur and author. Stephanie will take you from zero to $55 million with the story of how she built a company from scratch to an exit for an amount in excess of five times of revenue. Stephanie will discuss the techniques and mindset required to build a company to scale and to sell, how to live a life that strives to integrate family and business as compliments not competitors to one another, and will touch on the unique challenges faced by female CEOs in the business world.

Stephanie is the author of All In: How Women Entrepreneurs Can Think Bigger, Build Sustainable Businesses, and Change the World, which explores the current status of women in growth businesses, debunks myths surrounding entrepreneurship, and gives practical advice and support for women who want to start or grow their own businesses.

Date: April 20, 2017
Time: 9:00 am to 11:00 am
Location: UBS, 1285 Avenue of the Americas (Between 51st and 52nd Streets), New York, NY 
RSVP: Janet Grosso at Jgrosso@kbl.com

Moderated by:

Belinda Levychin, Director of Marketing and Communications, KBL, LLP
Lewis Schiff, Executive Director, Business Owners Council

Hosted By:

Sponsors and Participating Companies