family business advice and UPCOMING webinars
POST-PANDEMIC STRATEGIES FOR ENTREPRENEURS
POST-PANDEMIC BUSINESS TRANSITIONS: CONSIDERATIONS AND OPPORTUNITIES FOR OWNERS
POST-PANDEMIC BUSINESS TRANSITIONS: CONSIDERATIONS AND OPPORTUNITIES FOR OWNERS
June 4, 2021
Dina Opici of Opici Wines and Spirits
POST-PANDEMIC BUSINESS TRANSITIONS: CONSIDERATIONS AND OPPORTUNITIES FOR OWNERS
POST-PANDEMIC BUSINESS TRANSITIONS: CONSIDERATIONS AND OPPORTUNITIES FOR OWNERS
POST-PANDEMIC BUSINESS TRANSITIONS: CONSIDERATIONS AND OPPORTUNITIES FOR OWNERS
June 11, 2021
Brian Dettmann, Managing Director, Mergers & Acquisitions, Truist Securities; Christina Duffy, Wealth Advisor, Truist Wealth Management;
Erich Holmes, Transition Planning Strategist, Business Transition Advisory Group, Truist Bank;
Jonathan Justice, Wealth Advisor, Truist Wealth Management
ENTREPRENEUR SUCCESS STORIES: Veteran Innovations in Business
ENTREPRENEUR SUCCESS STORIES: Veteran Innovations in Business
ENTREPRENEUR SUCCESS STORIES: Veteran Innovations in Business
May 14, 2021
Michael Ferraro, Bridging the Gap and Joey MacDizon, Mobile Cigar Lounge
CHALLENGES FACED BY FAMILY BUSINESSES
ENTREPRENEUR SUCCESS STORIES: Veteran Innovations in Business
ENTREPRENEUR SUCCESS STORIES: Veteran Innovations in Business
May 21, 2021
Courtney Villani, President of Villani Bus Company and Mark Speckhart, International Sales Agent, ZCS Company
SMALL BUSINESS ROUNDTABLE: ISSUES IMPACTING SMALL BUSINESS OWNERS AND THEIR EMPLOYEES
SMALL BUSINESS ROUNDTABLE: ISSUES IMPACTING SMALL BUSINESS OWNERS AND THEIR EMPLOYEES
SMALL BUSINESS ROUNDTABLE: ISSUES IMPACTING SMALL BUSINESS OWNERS AND THEIR EMPLOYEES
April 2, 2021
Chris Coates, VP, SES ESOP Strategies; Josefina Tranfa-Abboud, President and Chief Economist, Analytical Economics Associates; Michele Hart, M. Hart Divorce and Family Law
LET'S TALK ABOUT IT: Turning confrontation into collaboration
SMALL BUSINESS ROUNDTABLE: ISSUES IMPACTING SMALL BUSINESS OWNERS AND THEIR EMPLOYEES
SMALL BUSINESS ROUNDTABLE: ISSUES IMPACTING SMALL BUSINESS OWNERS AND THEIR EMPLOYEES
April 16, 2021
Dr. Paul Marciano, Author and the world’s leading authority on employee engagement and respect in the workplace
COACH LEADERSHIP: The only way to lead in a post-pandemic world"
SMALL BUSINESS ROUNDTABLE: ISSUES IMPACTING SMALL BUSINESS OWNERS AND THEIR EMPLOYEES
COACH LEADERSHIP: The only way to lead in a post-pandemic world"
April 23, 2021
Jo Colontonio, Executive Coach, Leadership Development &
Organizational Culture, Pro - Ignite Development Partners, LLC
THE POWER OF MATCHING CULTURE AND BRAND
MARKETING IN COVID AND AFTER: What has changed, what should we embrace?
COACH LEADERSHIP: The only way to lead in a post-pandemic world"
March 19, 2021
Speaker: Mark Iorio, Mark Iorio, Founder, The Mega Group and Managing Partner, BCAT Partners, LLC
THE POWER OF DIGITAL MARKETING
MARKETING IN COVID AND AFTER: What has changed, what should we embrace?
MARKETING IN COVID AND AFTER: What has changed, what should we embrace?
March 12, 2021
Speakers: Joe Giovannoli, 9Sail and John Hogan, Blue Nail Roofing
MARKETING IN COVID AND AFTER: What has changed, what should we embrace?
MARKETING IN COVID AND AFTER: What has changed, what should we embrace?
MARKETING IN COVID AND AFTER: What has changed, what should we embrace?
February 12, 2020
Speakers: Sally Glick, Principal and Chief Growth Strategist, SobelCo and Thomas Clark, Founder/Director,
Cinematrocity
TAX IMPLICATIONS OF COVID19 AND NEW ADMINISTRATION
THE UNEXPECTED KNOCK AT YOUR DOOR: Understanding when to exit your business and strategies for growth
TAX IMPLICATIONS OF COVID19 AND NEW ADMINISTRATION
February 19, 2020
Speaker: Alan Sobel, Managing Partner, SobelCo
MARKETING HACK-A-THON
THE UNEXPECTED KNOCK AT YOUR DOOR: Understanding when to exit your business and strategies for growth
TAX IMPLICATIONS OF COVID19 AND NEW ADMINISTRATION
February 26, 2021
Speaker: Jill Johnson, President, IFEL with Driola Kaloshi, La Pergola and Jim Barth and Miriam Zahn, Barth’s Market
THE UNEXPECTED KNOCK AT YOUR DOOR: Understanding when to exit your business and strategies for growth
THE UNEXPECTED KNOCK AT YOUR DOOR: Understanding when to exit your business and strategies for growth
COVID VACCINES AND RELATED EMPLOYMENT ISSUES: Preventing and correcting issues before they arise
January 15, 2021
Speaker: Alan Scharfstein, Founder and President of The DAK Group
COVID VACCINES AND RELATED EMPLOYMENT ISSUES: Preventing and correcting issues before they arise
COVID VACCINES AND RELATED EMPLOYMENT ISSUES: Preventing and correcting issues before they arise
COVID VACCINES AND RELATED EMPLOYMENT ISSUES: Preventing and correcting issues before they arise
January 22, 2021
Speaker: Joseph Maddaloni, Jr., Esq., Co-Chair of Schenck Price Smith & King's Labor and Employment Practice
THE IMPORTANCE OF TRAINING TO THE BOTTOM LINE
COVID VACCINES AND RELATED EMPLOYMENT ISSUES: Preventing and correcting issues before they arise
THE IMPORTANCE OF TRAINING TO THE BOTTOM LINE
February 5, 2020
Speakers:
Jackie Lue Raia, Alexena and Andrew Frazier, Small Business like a Pro
PUTTING PEOPLE FIRST IN BUSINESS
COVID VACCINES AND RELATED EMPLOYMENT ISSUES: Preventing and correcting issues before they arise
THE IMPORTANCE OF TRAINING TO THE BOTTOM LINE
March 5, 2021
Speakers: Brad Ruder, President, Brad Core and Marian Janes, President/Owner, Ignite Growth Coaching
HOW COVID19 AND THE ELECTION WILL IMPACT BUSINESS OWNERS FROM A TAX PERSPECTIVE
HOW COVID19 AND THE ELECTION WILL IMPACT BUSINESS OWNERS FROM A TAX PERSPECTIVE
HOW COVID19 AND THE ELECTION WILL IMPACT BUSINESS OWNERS FROM A TAX PERSPECTIVE
November 20, 2020
Speaker: Brian Singleton, Singleton LLC
PEOPLE, LEADERSHIP AND CULTURE
HOW COVID19 AND THE ELECTION WILL IMPACT BUSINESS OWNERS FROM A TAX PERSPECTIVE
HOW COVID19 AND THE ELECTION WILL IMPACT BUSINESS OWNERS FROM A TAX PERSPECTIVE
December 4, 2020
Speakers: Laura Crothers Osborn, President and Founder, Crothers Consulting, LLC and Amy Arvary, Senior Coach,
Crothers Consulting, LLC
EMPLOYMENT LAW: ADDRESSING DIFFICULT ISSUES DURING THE PANDEMIC
HOW COVID19 AND THE ELECTION WILL IMPACT BUSINESS OWNERS FROM A TAX PERSPECTIVE
EMPLOYMENT LAW: ADDRESSING DIFFICULT ISSUES DURING THE PANDEMIC
December 11, 2020
Speakers: Ursula H. Leo, Esq. and Nicole C. Tracy, Esq., Laddy, Clark & Ryan LLP, Attorneys at Law
PROMETHEUS SOCIAL ENTERPRISE AWARDS
BUSINESS INSIGHTS FROM NJ FAMILY BUSINESS OF THE YEAR AWARD WINNERS
EMPLOYMENT LAW: ADDRESSING DIFFICULT ISSUES DURING THE PANDEMIC
November 19, 2020
Prometheus Social Enterprise Awards 2020 - Recognizing those founders of inventive enterprises that are transforming our world
BUSINESS INSIGHTS FROM NJ FAMILY BUSINESS OF THE YEAR AWARD WINNERS
BUSINESS INSIGHTS FROM NJ FAMILY BUSINESS OF THE YEAR AWARD WINNERS
BUSINESS INSIGHTS FROM NJ FAMILY BUSINESS OF THE YEAR AWARD WINNERS
October 30, 2020
Featuring Mike Seitel of Norwalt Design, Dennis Mikula, Jr. of Mikula Contracting and Laura Mashtaler of Black Swan Espresso
HONOREE MONTAGE
BUSINESS INSIGHTS FROM NJ FAMILY BUSINESS OF THE YEAR AWARD WINNERS
BUSINESS INSIGHTS FROM NJ FAMILY BUSINESS OF THE YEAR AWARD WINNERS
October 21, 2020
Dennis Mikula, Jr., Mikula Contracting; Mike Seitel, Norwalt Design, Ryan Sanzari, Alfred Sanzari Enterprises; Laura Mashtaler, Black Swan Espresso; Brad Ruder, Brad-Core Construction; Michael Earle, Earle Corporation; Ronald Shovlin, Shovlin Mattress Factory.
VIP EVENT
HONORING THE BEST OF NJ FAMILY BUSINESSES
HONORING THE BEST OF NJ FAMILY BUSINESSES
October 21, 2020
A Post-NJ Family Business of the Year VIP Discussion featuring Al Titone of the Small Business Administration and Tim Sullivan of the NJ Economic Development Authority
HONORING THE BEST OF NJ FAMILY BUSINESSES
HONORING THE BEST OF NJ FAMILY BUSINESSES
HONORING THE BEST OF NJ FAMILY BUSINESSES
October 21, 2020
Christian D'Andrea, ShopFamily.org, Keynote Speaker
Sally Glick, Master of Ceremonies
THE STATE OF THE NJ ECONOMY
HONORING THE BEST OF NJ FAMILY BUSINESSES
WHICH RETIREMENT PLAN IS BEST FOR YOUR COMPANY?
October 23, 2020
Sarah Krom, Managing Partner, and Andrea Diaz, Partner, SKC & Co., CPAs, LLC
WHICH RETIREMENT PLAN IS BEST FOR YOUR COMPANY?
INSURANCE PROTECTION DURING A PANDEMIC: ALL YOU NEED TO KNOW ABOUT FAMILY/SMALL BUSINESS INSURANCE
WHICH RETIREMENT PLAN IS BEST FOR YOUR COMPANY?
October 16, 2020
Andy Bluestone, CFP, President, Selective Benefits Group and Scott Feit, Prime Pensions, Inc.
SHOP FAMILY.ORG: FAMILY BUSINESS MARKETING STRATEGIES
INSURANCE PROTECTION DURING A PANDEMIC: ALL YOU NEED TO KNOW ABOUT FAMILY/SMALL BUSINESS INSURANCE
INSURANCE PROTECTION DURING A PANDEMIC: ALL YOU NEED TO KNOW ABOUT FAMILY/SMALL BUSINESS INSURANCE
October 9, 2020
Christian D'Andrea, CEO, Soldier Fuel and Founder, Shop Family.org
INSURANCE PROTECTION DURING A PANDEMIC: ALL YOU NEED TO KNOW ABOUT FAMILY/SMALL BUSINESS INSURANCE
INSURANCE PROTECTION DURING A PANDEMIC: ALL YOU NEED TO KNOW ABOUT FAMILY/SMALL BUSINESS INSURANCE
INSURANCE PROTECTION DURING A PANDEMIC: ALL YOU NEED TO KNOW ABOUT FAMILY/SMALL BUSINESS INSURANCE
October2, 2020
Denny Klein, President and CEO, Rand, Feuer & Klein, LLC
IMPACT OF BUDGET AND POLITICS ON FAMILY AND SMALL BUSINESS
IMPACT OF BUDGET AND POLITICS ON FAMILY AND SMALL BUSINESS
IMPACT OF BUDGET AND POLITICS ON FAMILY AND SMALL BUSINESS
September 25, 2020
Tony Russo, President of CIANJ and Dr. Dale Caldwell, Executive Director of the Rothman Institute of Innovation and Entrepreneurship
CASH MANAGEMENT
IMPACT OF BUDGET AND POLITICS ON FAMILY AND SMALL BUSINESS
IMPACT OF BUDGET AND POLITICS ON FAMILY AND SMALL BUSINESS
September 18, 2020
Bernadette Macko, SVP Cash Management Director, Provident Bank
CREATING A CULTURE OF EQUITY, DIVERSITY AND INCLUSION
IMPACT OF BUDGET AND POLITICS ON FAMILY AND SMALL BUSINESS
CREATING A CULTURE OF EQUITY, DIVERSITY AND INCLUSION
Creating a Culture of Equity, Diversity and Inclusion: Lessons from the Past and Strategies for the Future presented by Dr. Dale Caldwell and Rev. Gilbert Caldwell
DIVERSITY AND INCLUSION IN THE WORKPLACE
IMPORTANT UPDATES FROM THE SMALL BUSINESS ADMINISTRATION
CREATING A CULTURE OF EQUITY, DIVERSITY AND INCLUSION
August 17, 2020
Presented by the Commerce and Industry Association of NJ (CIANJ), this discussion features Dr. Dale Caldwell of the Rothman Institute.
IMPORTANT UPDATES FROM THE SMALL BUSINESS ADMINISTRATION
IMPORTANT UPDATES FROM THE SMALL BUSINESS ADMINISTRATION
IMPORTANT UPDATES FROM THE SMALL BUSINESS ADMINISTRATION
July 31, 2020
Speaker: Al Titone
District Director, NJ District Office, US Small Business Administration
SIMPLE STEPS TO PREVENT CYBER CRIME
IMPORTANT UPDATES FROM THE SMALL BUSINESS ADMINISTRATION
IMPORTANT UPDATES FROM THE SMALL BUSINESS ADMINISTRATION
July 24, 2020
Speakers: Valerie Drew VP and COO, Divisional Control and Regulatory Office, Deustche Bank, and John Kowal, SVP, Chief Technology Officer, Peapack-Gladstone Bank
MARKETING STRATEGIES FOR SMALL BUSINESSES
PREPARING YOUR COMPANY FOR SALE EVEN IF YOU'RE NOT SELLING
MARKETING STRATEGIES FOR SMALL BUSINESSES
June 26, 2020
Speaker: Miguel Lloyd, Owner and CEO, Lloyd Media Group.
FINANCIAL STRATEGIES IN TOUGH TIMES
PREPARING YOUR COMPANY FOR SALE EVEN IF YOU'RE NOT SELLING
MARKETING STRATEGIES FOR SMALL BUSINESSES
July 10, 2020
Speakers: George Reilly and Kate Reilly, Reilly Financial Group LLC
PREPARING YOUR COMPANY FOR SALE EVEN IF YOU'RE NOT SELLING
PREPARING YOUR COMPANY FOR SALE EVEN IF YOU'RE NOT SELLING
PREPARING YOUR COMPANY FOR SALE EVEN IF YOU'RE NOT SELLING
July 17, 2020
Speaker: Jill Johnson, CEO, Institute for Entrepreneurial Leadership
SECRETS OF SMALL BUSINESS SUCCESS
RESTARTING YOUR BUSINESS: Insights from SunTrust
PREPARING YOUR COMPANY FOR SALE EVEN IF YOU'RE NOT SELLING
June 19, 2020
Speaker: Michele Siekerka, President and CEO, NJ Business and Industry Association (NJBIA)
LEGAL ISSUES AND COVID-19
RESTARTING YOUR BUSINESS: Insights from SunTrust
RESTARTING YOUR BUSINESS: Insights from SunTrust
June 12, 2020
Speakers: DanaLynn Colao,
Ami Foger and Paola Hemsley of
Saiber Attorneys-at-Law
RESTARTING YOUR BUSINESS: Insights from SunTrust
RESTARTING YOUR BUSINESS: Insights from SunTrust
RESTARTING YOUR BUSINESS: Insights from SunTrust
June 5, 2020
Speakers: Russell Sanders, Andy Richman and Frieda Rakhman of SunTrust, Brian Dettmann of BB&T Capital Markets, H. Duncan Moseley of BB&T Wealth and Jason Navarino of Riker Sanzing Scherer Hyland Perretti, LLP.
RESTARTING YOUR BUSINESS: Get Excited about the Challenges Ahead
RESTARTING YOUR BUSINESS: CASH FLOW, TAX ISSUES AND FINANCIAL MODELING
RESTARTING YOUR BUSINESS: CASH FLOW, TAX ISSUES AND FINANCIAL MODELING
May 15, 2020
Presentation by Donna Miller, President and CEO, C3 Workplace
RESTARTING YOUR BUSINESS: CASH FLOW, TAX ISSUES AND FINANCIAL MODELING
RESTARTING YOUR BUSINESS: CASH FLOW, TAX ISSUES AND FINANCIAL MODELING
RESTARTING YOUR BUSINESS: CASH FLOW, TAX ISSUES AND FINANCIAL MODELING
May 22, 2020
Speakers: Alan Sobel and Mike LaForge of SobelCo
INNOVATIVE WAYS TO START YOUR BUSINESS
RESTARTING YOUR BUSINESS: CASH FLOW, TAX ISSUES AND FINANCIAL MODELING
THE SMALL BUSINESS STIMULUS: The Good, the Bad and the Ugly
May 29, 2020
Speaker: Andrew Frazier, Small Business Like a Pro,
Barry Cohen, AdLab Creative and Myani Lawson, Bergen Lafayette Montessori School
THE SMALL BUSINESS STIMULUS: The Good, the Bad and the Ugly
THE SMALL BUSINESS STIMULUS: The Good, the Bad and the Ugly
THE SMALL BUSINESS STIMULUS: The Good, the Bad and the Ugly
April 15, 2020
Rothman Institute Executive Director Dr. Dale Caldwell on the CARE federal stimulus package and its effects on small business
STIMULUS OPPORTUNITIES FOR SMALL BUSINESS
THE SMALL BUSINESS STIMULUS: The Good, the Bad and the Ugly
STIMULUS OPPORTUNITIES FOR SMALL BUSINESS
May 8, 2020
Speaker: NJ Economic Development Authority CEO Tim Sullivan on the EDA and Small Business success
ASK THE SMALL BUSINESS ADMINISTRATION
THE SMALL BUSINESS STIMULUS: The Good, the Bad and the Ugly
STIMULUS OPPORTUNITIES FOR SMALL BUSINESS
May 1, 2020
Speaker: Al Titone, District Director, NJ District Office, Small Business Administration
MANAGING IN A CRISIS
MANAGING IN A CRISIS
MANAGING IN A CRISIS
Presentation, "What you should do to restart your small business after the coronavirus pandemic" by Dr. Dale Caldwell, executive director, Rothman Institute of Innovation and Entrepreneurship.
CONSULTING SERVICES
MANAGING IN A CRISIS
MANAGING IN A CRISIS
Dr. Caldwell and extraordinary small business consultant, Andrew Frazier, are leading a team of consultants and coaches, experts in advising family business leaders.
MANAGING IN A CRISIS
Areas of discussion
- Leadership Training
- Strategic and Family Transition Planning
- Team Building
- Family Member Coaching
- Family Member Negotiation
- Financial Consulting
- Sales Training
- Conflict Resolution
- Real Estate Purchase and Sales
Our advisory service rates are customized for our clients based on the amount of time needed for coaching, consulting or strategic planning. Members of the Fairleigh Dickinson University (FDU) Rothman Family Business Alliance (FBA) receive a 25% discount in advisory service fees.