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Contact the FDU Rothman Advisory Services Team

srslavin@fdu.edu (973) 443-8842

family business advice and UPCOMING webinars

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PUTTING PEOPLE FIRST IN BUSINESS

PUTTING PEOPLE FIRST IN BUSINESS

PUTTING PEOPLE FIRST IN BUSINESS

March 5, 2021 -  

Speakers:  Brad Ruder, President, Brad Core and Marian Janes, President/Owner, Ignite Growth Coaching

REGISTER
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THE POWER OF DIGITAL MARKETING

PUTTING PEOPLE FIRST IN BUSINESS

PUTTING PEOPLE FIRST IN BUSINESS

March 12, 2021 -  

Speakers:  Joe Giovannoli, 9Sail and John Hogan, Blue Nail Roofing

REGISTER
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TITLE: TBA

PUTTING PEOPLE FIRST IN BUSINESS

MARKETING IN COVID AND AFTER: What has changed, what should we embrace?

March 19, 2021 -  

Speaker:  Mark Iorio, Managing Partner, BCAT Partners

REGISTER
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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 

VIEW PRESENTATION
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TAX IMPLICATIONS OF COVID19 AND NEW ADMINISTRATION

MARKETING IN COVID AND AFTER: What has changed, what should we embrace?

TAX IMPLICATIONS OF COVID19 AND NEW ADMINISTRATION

February 19, 2020 -  

Speaker:  Alan Sobel, Managing Partner, SobelCo 

VIEW PRESENTATION
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MARKETING HACK-A-THON

MARKETING IN COVID AND AFTER: What has changed, what should we embrace?

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   

VIEW PRESENTATION
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THE UNEXPECTED KNOCK AT YOUR DOOR Understanding when to exit your business and strategies for growth

COVID VACCINES AND RELATED EMPLOYMENT ISSUES: Understanding when to exit your business and strategies for growth

COVID VACCINES AND RELATED EMPLOYMENT ISSUES: Understanding when to exit your business and strategies for growth

January 15, 2021 -  Speaker:  

Alan Scharfstein, Founder and President of The DAK Group

VIEW PRESENTATION
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COVID VACCINES AND RELATED EMPLOYMENT ISSUES: Understanding when to exit your business and strategies for growth

COVID VACCINES AND RELATED EMPLOYMENT ISSUES: Understanding when to exit your business and strategies for growth

COVID VACCINES AND RELATED EMPLOYMENT ISSUES: Understanding when to exit your business and strategies for growth

January 22, 2021-  

Speaker:  Joseph Maddaloni, Jr., Esq., Co-Chair of Schenck Price Smith & King's Labor and Employment Practice 

VIEW PRESENTATION
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THE IMPORTANCE OF TRAINING TO THE BOTTOM LINE

COVID VACCINES AND RELATED EMPLOYMENT ISSUES: Understanding when to exit your business and strategies for growth

THE IMPORTANCE OF TRAINING TO THE BOTTOM LINE

February 5, 2020 -  

Speakers:    

Jackie Lue Raia, Alexena and Andrew Frazier, Small Business like a Pro

VIEW PRESENTATION

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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 

VIEW PRESENTATION
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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

VIEW PRESENTATION
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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 

VIEW PRESENTATION
Prometheus Social Enterprise Awards 2020
Recognizing those founders of inventive enterprises

PROMETHEUS SOCIAL ENTERPRISE AWARDS

BUSINESS INSIGHTS FROM NJ FAMILY BUSINESS OF THE YEAR AWARD WINNERS

EMPLOYMENT LAW: ADDRESSING DIFFICULT ISSUES DURING THE PANDEMIC

Prometheus Social Enterprise Awards 2020 - Recognizing those founders of inventive enterprises that are transforming our world

VIEW CEREMONY
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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

Featuring Mike Seitel of Norwalt Design, Dennis Mikula, Jr. of Mikula Contracting and Laura Mashtaler of Black Swan Espresso 

VIEW PRESENTATION
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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.


VIEW EVENT
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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.

VIEW EVENT
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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

VIEW EVENT
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THE STATE OF THE NJ ECONOMY

HONORING THE BEST OF NJ FAMILY BUSINESSES

WHICH RETIREMENT PLAN IS BEST FOR YOUR COMPANY?


Sarah Krom, Managing Partner, and Andrea Diaz, Partner, SKC & Co., CPAs, LLC

VIEW PRESENTATION
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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?


Andy Bluestone, CFP, President, Selective Benefits Group and  Scott Feit, CPC, CPA, QKA, QPA, Prime Pensions, Inc.  

VIEW PRESENTATION
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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

Christian D'Andrea,  CEO, Soldier Fuel and Founder, Shop Family.org  

VIEW PRESENTATION
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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

 Denny Klein, President and CEO, Rand, Feuer & Klein, LLC  

VIEW PRESENTATION

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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

Tony Russo, President of CIANJ and Dr. Dale Caldwell, Executive Director of the Rothman Institute of Innovation and Entrepreneurship 

VIEW PRESENTATION
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CASH MANAGEMENT

IMPACT OF BUDGET AND POLITICS ON FAMILY AND SMALL BUSINESS

IMPACT OF BUDGET AND POLITICS ON FAMILY AND SMALL BUSINESS


Bernadette Macko, SVP Cash Management Director, Provident Bank 

VIEW PRESENTATION
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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

VIEW PRESENTATION
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DIVERSITY AND INCLUSION IN THE WORKPLACE

IMPORTANT UPDATES FROM THE SMALL BUSINESS ADMINISTRATION

CREATING A CULTURE OF EQUITY, DIVERSITY AND INCLUSION

Presented by the Commerce and Industry Association of NJ (CIANJ), this discussion features Dr. Dale Caldwell of the Rothman Institute.

VIEW PRESENTATION
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IMPORTANT UPDATES FROM THE SMALL BUSINESS ADMINISTRATION

IMPORTANT UPDATES FROM THE SMALL BUSINESS ADMINISTRATION

IMPORTANT UPDATES FROM THE SMALL BUSINESS ADMINISTRATION

Presentation by Al Titone   

District Director, NJ District Office, US Small Business Administration

VIEW PRESENTATION
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SIMPLE STEPS TO PREVENT CYBER CRIME

IMPORTANT UPDATES FROM THE SMALL BUSINESS ADMINISTRATION

IMPORTANT UPDATES FROM THE SMALL BUSINESS ADMINISTRATION

Presentation by  Valerie Drew VP and COO, Divisional Control and Regulatory Office, Deustche Bank, and John Kowal, SVP, Chief Technology Officer, Peapack-Gladstone Bank 

VIEW PRESENTATION
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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

Presentation by Jill Johnson, CEO, Institute for Entrepreneurial Leadership 

VIEW PRESENTATION
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FINANCIAL STRATEGIES IN TOUGH TIMES

PREPARING YOUR COMPANY FOR SALE EVEN IF YOU'RE NOT SELLING

PREPARING YOUR COMPANY FOR SALE EVEN IF YOU'RE NOT SELLING

Presentation by George and Kate Reilly, Reilly Financial Group

VIEW PRESENTATION
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MARKETING STRATEGIES FOR SMALL BUSINESSES

PREPARING YOUR COMPANY FOR SALE EVEN IF YOU'RE NOT SELLING

MARKETING STRATEGIES FOR SMALL BUSINESSES

Presentation by Miguel Lloyd, Owner and CEO, Lloyd Media Group.

VIEW PRESENTATION
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SECRETS OF SMALL BUSINESS SUCCESS

RESTARTING YOUR BUSINESS: Insights from SunTrust

MARKETING STRATEGIES FOR SMALL BUSINESSES

Presentation by Michele Siekerka, President and CEO, NJ Business and Industry Association (NJBIA)

VIEW PRESENTATION
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LEGAL ISSUES AND COVID-19

RESTARTING YOUR BUSINESS: Insights from SunTrust

RESTARTING YOUR BUSINESS: Insights from SunTrust

Presentation by DanaLynn Colao, 

    Ami Foger and Paola Hemsley of        

       Saiber Attorneys-at-Law                                      

VIEW PRESENTATION
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RESTARTING YOUR BUSINESS: Insights from SunTrust

RESTARTING YOUR BUSINESS: Insights from SunTrust

RESTARTING YOUR BUSINESS: Insights from SunTrust

Presentation by 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.

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INNOVATIVE WAYS TO START YOUR BUSINESS

RESTARTING YOUR BUSINESS: CASH FLOW, TAX ISSUES AND FINANCIAL MODELING

RESTARTING YOUR BUSINESS: CASH FLOW, TAX ISSUES AND FINANCIAL MODELING

 

Presentation  by Andrew Frazier, Small Business Like a Pro,  

Barry Cohen, AdLab Creative and Myani Lawson, Bergen Lafayette Montessori School .

View Presentation
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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

 

Presentation features Alan Sobel and Mike LaForge of SobelCo      

View Presentation
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RESTARTING YOUR BUSINESS: Get Excited about the Challenges Ahead

RESTARTING YOUR BUSINESS: CASH FLOW, TAX ISSUES AND FINANCIAL MODELING

RESTARTING YOUR BUSINESS: Get Excited about the Challenges Ahead

Presentation by Donna Miller, President and CEO, C3 Workplace

View presentation
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STIMULUS OPPORTUNITIES FOR SMALL BUSINESS

THE SMALL BUSINESS STIMULUS: The Good, the Bad and the Ugly

RESTARTING YOUR BUSINESS: Get Excited about the Challenges Ahead

Presentation by NJ Economic Development Authority CEO Tim Sullivan on the EDA and Small Business success 

View presentation
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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

Presentation by Rothman Institute Executive Director Dr. Dale Caldwell on the CARE  federal stimulus package and its effects on small business

View presentation
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ASK THE SMALL BUSINESS ADMINISTRATION

THE SMALL BUSINESS STIMULUS: The Good, the Bad and the Ugly

THE SMALL BUSINESS STIMULUS: The Good, the Bad and the Ugly

Comments  by Al Titone, District Director, NJ District Office, Small Business  Administration, to concerns of small business owners regarding coronavirus assistance. 

FIND THE ANSWERS
https://bit.ly/3cZ7q0r

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. 

VIEW PRESENTATION
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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.  

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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

Ryan Sanzari, Dr. Dale Caldwell and Harry Gates

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. 


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