ProVisors Member Achievements - Trusted Business Advisors

Mar 30, 2022

Bruce Werner Launches Book - "Your Ownership Journey"

Bruce's book provides a roadmap to navigate the numerous challenges faced by business owners, from start-up to exit. You can download a free copy of the first chapter from his LinkedIn page until April 5 and you can purchase the Kindle ebook for only 99 cents on Amazon.

Mar 30, 2022

Shelley Golden’s article on Optimizing Zoom presence published in California Litigation Journal

In her article, “5 Ways to Optimize Your Video for Depositions,” professional presence expert, Shelley Golden, advises litigation attorneys and others involved in trials on 5 best practices for improving one’s appearance on Zoom. She explains why showing up professionally can make or break a case. The ideas and advice in her article apply to anyone who attends Zoom meetings. [https://publication.calawyers.org/spring-2022/litigation/]

Mar 15, 2022

Richard Golubow Panelist in Bankruptcy & Restructuring Roundtable Discussion

Richard Golubow, a founder and the managing partner of a premier bankruptcy, insolvency, and financial restructuring law firm located in Newport Beach, California, was a panelist in a virtual roundtable discussion published by Corporate Live Wire entitled Bankruptcy & Restructuring 2022 where leading insolvency experts from around the world discuss trends in corporate bankruptcies and insolvencies across the globe. The roundtable discussion is attached and can also be found at https://tinyurl.com/yp3zcvp4.

Mar 11, 2022

Stradling announces Justin Owens as one of 2022 Shareholder Elevations

Justin Owens who focuses on complex disputes involving shareholders, business partners, and breaches of contract has been announced as one of 2022s Shareholder Elevations for Stradling. Justin’s aggressive yet thoughtful approach to litigation helps his clients secure early victories and avoid protracted lawsuits. Justin has litigated disputes in all industries. He is particularly experienced in the consumer packaged goods and cannabis/CBD industries, and frequently represents secondary market resellers of IT hardware goods against claims of counterfeit and trademark infringement.

Mar 11, 2022

Birg Achieves Top 50 Ranking by SuperLawyers for Women Attorneys in Georgia

For the second year in a row, Thomson Reuters' Super Lawyers has named Erika Birg (Atlanta - Midtown 1) in the Top 50: Women Georgia Super Lawyers and as a Super Lawyer for Business Litigation. "Super Lawyers is a rating service outstanding lawyers from more than 70 practice areas who have attained a high-degree of peer recognition and professional achievement." www.superlawyers.com

Mar 11, 2022

Andrew H. Friedman Named to the Top 100 Super Lawyers of Southern California

For the 3rd year in a row, Andrew H. Friedman (Century City 7), has been named to the Top 100 Super Lawyers of So. Cal. Mr. Friedman, a plaintiff employment attorney, served as Counsel of Record in Lightfoot v. Cendant Mortgage Corp. et. al. (Case No. 10-56068) where he successfully convinced the U. S. Supreme Court to grant the petition for cert. that he filed on behalf of his clients. The Supreme Court, in a unanimous decision, ruled in favor of his clients. Mr. Friedman is an AV® Preeminent™ Peer Review Rated attorney by Martindale-Hubbell®, the highest designation an attorney can earn.

Mar 11, 2022

Hillary Bibicoff named as Super Lawyer for 2022

Hillary Bibicoff has again been selected to the Super Lawyers list for Southern California for 2022 placing her among the top 5% of the region's attorneys. Hillary practices Entertainment Law and has been named to this exclusive list every year except one since the inception of the honor - 2004 and 2006-2022. She is also currently recognized by America's Most Honored as among the top 1% of America's Most Honored Lawyers.

Feb 18, 2022

Ken Ruttenberg Named to the Top 100 Super Lawyers of So. CA

For the 8th year in a row, Kenneth G. Ruttenberg (Westside 3), has been named to the Top 100 Super Lawyers of Southern California. This is also his 9th year as a "Super Lawyer." Known as a tough civil litigator who represents property owners in construction defect and real estate lawsuits, and employees in cases involving sexual harassment, discrimination and wrongful termination, Kenneth G. Ruttenberg is an AV® Preeminent™ Peer Review Rated attorney by Martindale-Hubbell®, the highest designation an attorney can earn, nationwide.

Feb 18, 2022

Anup Thakkar Lands the Cover of a Prestigious Indian Magazine

Anup Thakkar (Simi Valley 2) is featured this morning on the February 2022 issue of SwiftNLift, a prestigious Indian business magazine. Anup owns two companies: one in California and one in India. Read the profile on Anup and learn why he has been named One of the Ten Best Financial Service Providers: https://online.fliphtml5.com/dvjxs/kicg/#p=1

Feb 16, 2022

Pat Kramer presenting on “Preserving Your Family History: Why Memoir Writing Provides Value to Clients,”

Pat will be speaking on “Preserving Your Family History: Why Memoir Writing Provides Value to Clients,” for the San Gabriel Valley chapter of the Financial Planning Association on Wednesday, February 23, 2022 at 11:30 a.m. The meeting takes place at the Annandale Golf Club, 1 N. San Rafael Ave., Pasadena, CA. Masks and proof of vaccination are required.

Feb 15, 2022

Pattie Ehsaei discusses finances in relationships on Good Morning America

View the segment here: https://www.goodmorningamerica.com/news/video/tiktok-star-shares-relationship-advice-82881712?fbclid=IwAR11w6NyiRjaM4-LfDadOmade2Vsus2XUTktEo6pbisYzQJ6dvMkhVHmw3g

Feb 15, 2022

Marcia Wasserman Published by American Bar Association

Marcia's new book, "Law Office Policies, Procedures, and Operations Manual" was just published by the American Bar Association. It includes everything you needed to create a customized manual to serve as a guide for law firms. It has been updated to account for changes in the law and the growth of virtual/hybrid law firms due to the COVID-19 pandemic. 20% discount available using code LOP7E20 at https://www.americanbar.org/products/inv/book/419978900/

Feb 15, 2022

Richard Golubow Selected as 2022 Top 50 Orange County Super Lawyer® for Bankruptcy

Richard H. Golubow, a premier bankruptcy, insolvency, and financial restructuring law firm located in Newport Beach, California, has been selected by his peers as a 2022 Southern California Super Lawyer for Bankruptcy Law and for the 6th year in a row a “Top 50” Orange County Super Lawyer. Super Lawyers® is a rating service with selection limited to the top 5% of practicing attorneys in California only after the completion of a rigorous selection process, comprised of independent research, peer nominations and evaluations.

Feb 09, 2022

Juan Ros Quoted in CNBC.com

Juan Ros, CFP®, Financial Advisor in Thousand Oaks, CA, was quoted in a story published February 8, 2002, on CNBC.com, "Here's how much you can make and still pay 0% capital gains taxes." The story can be accessed here: https://www.cnbc.com/2022/02/08/heres-how-much-you-can-make-and-still-pay-0percent-in-capital-gains-taxes.html

Feb 09, 2022

Nathan Hoffman designated Super Lawyer 2022

For several consecutive years, Nathan B Hoffman is again proud to announce that he has been designated as a SUPER LAWYER for 2022 in Trust and Estate Litigation.

Feb 09, 2022

Employment and consumer attorney, Stephen Noel Ilg, is published in Daily Journal

Employment and consumer attorney, Stephen Noel Ilg (San Mateo 1), was published in Daily Journal, discussing how the ruling of Lawson v. PPG Architectural Finishes, Inc., should finally put an end to the wrongful dismissal of whistleblower claims by California employees who were improperly penalized because they could not prove pretext.

Feb 04, 2022

Angela Rehkop is Giving Back, Giving Big

Angela Rehkop was featured in an article in InsuranceNews about community involvement. She founded and Co-Chaired Golf for the Kids. It's a Charity Fundraiser Golf Invitational benefitting Children's Healthcare of Atlanta and the 15th Annual event was on Oct 25th. Here is the link: https://insurancenewsnet.com/innarticle/giving-back-giving-big

Feb 04, 2022

Michael Morris Discussed Michael Jackson Case at USC Tax Institute

Michael Morris explained the complexities which confronted the Tax Court in valuing the name and likeness of the late Michael Jackson for estate tax purposes at the USC 2022 Tax Institute (https://gould.usc.edu/why/academics/cle/tax/). Michael is a Certified Specialist in Taxation Law and a former IRS trial lawyer.

Feb 04, 2022

Angela Reddock-Wright Named Among the 2022 ‘Leaders of Influence: Minority Attorneys’ by Los Angeles Business Journal

Congratulations to Angela Reddock-Wright, an employment law mediator and arbitrator, who was named among the 2022 'Leaders of Influence: Minority Attorneys' by the Los Angeles Business Journal on January 24, 2022. The list "highlights stellar minority attorneys who are considered to be particularly impactful on the legal scene, while serving as trusted advisors, along with maintaining the highest professional and ethical standards." Reddock-Wright has been named to this same list for the past several years.

Feb 04, 2022

Santa Barbara Attorney Diana Lytel named Southern California Super Lawyer for 2022

Diana P. Lytel, a prominent civil litigator and criminal defense lawyer has been selected to the Super Lawyers list for Southern California for 2022, placing her among the top five percent of the region's attorneys. The selection marks Lytel’s eighth consecutive Super Lawyers recognition. She was also named a Super Lawyer for Southern California in 2020 and 2021, and was a Super Lawyers Rising Star from 2015 to 2019.

Feb 01, 2022

Scott Williams named Super Lawyer

Scott Williams named Superlawyer for second consecutive year. https://profiles.superlawyers.com/california/thousand-oaks/lawyer/scott-williams/e6b1ebf8-7f64-49a1-8edb-6e2a3e346756.html

Feb 01, 2022

Janice Miller Recognized As Super Lawyer for 2022

Janice L. Miller, has again been selected to the Super Lawyers list for Southern California for 2022, placing her among the top five percent of the region's attorneys. The selection marks three consecutive appointments to the exclusive list for Miller. She was also named a Super Lawyer for Southern California in 2020 and 2021.

Jan 21, 2022

Alan Herman & Associates creates the Paragon Capital Partners website

Alan Herman & Associates was honored to be commissioned to create the website for Paragon Capital Partners, a national leader in financial wealth management services. The website was written and designed by the Alan Herman firm and promotes Paragon’s unique advisory services for very high net worth families. Over fifty years in business, Alan Herman & Associates provides full-service marketing and strategic planning for the professional service, manufacturing and technology sectors in southern California and around the world.

Jan 21, 2022

Personal injury attorney Logan Quirk is published in Daily Journal

Personal injury attorney Logan Quirk was published in Daily Journal, where he discusses new California laws in 2022 that will affect personal injury cases.

Jan 19, 2022

Immigration Lawyer Joe Adams Presents Immigration Seminar in Mexico City

U.S. immigration lawyer Joe Adams will present information for artists, entertainers, and people in film & television who wish to work in the U.S. The highly informative seminar will take place on 23 February 2022 at the Four Seasons Mexico City. To register go to: https://jaesq5.eventbrite.com/

Jan 19, 2022

Loreen Gilbert recently featured on Yahoo! Finance

Lauren was recently featured on Yahoo! Finance where she discusses the rise in rates and market expectations for 2022: https://finance.yahoo.com/video/fed-rate-hikes-still-going-203006204.html?utm_source=linkedin

Jan 13, 2022

Heather Pool Named a Super Lawyer for Excellence in Immigration Law

For the 7th year in a row, Attorney Heather L. Poole of GDL 1, was named to the annual Super Lawyers list, the top 5% of immigration lawyers over the age of 40, as published on superlawyers.com and in Los Angeles Magazine. Heather's unique, specialized immigration practice area focuses on solving family immigration crisis for (1 professionals at risk of losing their green cards due to a abusive or dissolving marriage and (2 spouses and families at risk of being separated and those already stuck abroad trying to reunite with families back in the US. Drama and Trauma; that's her wheelhouse!

Jan 13, 2022

Shelly Golden's Zoom Face Article in SFO Chronicle

In a letter to the editor of San Francisco Chronicle, Shelley Golden, professional presence consultant, Zoom Makeover expert and founder of Shelley Golden Style, responded to an article about cosmetic procedures that improve how one appears on Zoom and other video platforms. She noted that stress about appearance is real, it cuts across society, and suggested no-cost techniques that can mitigate worries about how one appears on Zoom. Because the letter is behind the publication’s paywall, read it here on my LinkedIn page: https://www.linkedin.com/feed/update/urn:li:activity:6880003946539302

Jan 13, 2022

Jennifer Goddard Combs and Jonathan E. Boring speak on Successful 2022 Marketing Strategies.

Marketing experts Jennifer Goddard Combs and Jonathan E. Boring, were featured in Citizens Journal Ventura County for sharing successful marketing strategies for business professionals at the Santa Barbara Executive Roundtable (SABER) event.

Dec 21, 2021

New Book Published

Dan Weedin is a member of Seattle 1 and is happy to announce the publication of his new book on Amazon. Back 9 Walking: A Guide to Living Life Unleashed offer a unique approach to risk management. The most important asset any business or individual has is themselves. making sure the CEO and business professional is operating at a peak performance level is critical to managing risk and life. The book is available in all formats on Amazon or can be purchased from Dan at www.Back9Walking.com.

Dec 10, 2021

Zillow's Move Could Spell Housing Trouble - John Grace, Columnist, Wave Publications

Does Zillow know something you don't know? https://wavepublication.com/zillows-actions-in-housing-market-could-spell-trouble/

Dec 01, 2021

Golubow Named top Bankruptcy Attorney By Martindale - Hubbell for the 18th Year

Richard H. Golubow, of Newport Beach was rated “AV Preeminent” (5.0 out of 5.0) by Martindale-Hubbell® for the 18th year in a row. Martindale-Hubbell® has provided attorney ratings for more than 150 years. The “A” legal ability rating means “very high to preeminent” and the “V” ethical standard rating means “very high”. The “AV Preeminent” rating is Martindale-Hubbell’s® highest peer recognition, generated from evaluations by other

Dec 01, 2021

CentriCity Podcast

Reb was interviewed by Jay Kingley, CEO of Centricity about how hiring a fractional CMO is a very affordable option for companies looking to scale their business. 1. Here is the link to the post: https://www.linkedin.com/posts/tazsadhukhan_podcastinterview-podcast-centricity-activity-6871484776256299008-QTUi

Dec 01, 2021

Interviewed by FORBES

Consumer and employment class action attorney Stephen Noel Ilg was featured in Forbes for representing former Sony PlayStation employee in lawsuit alleging gender discrimination in the workplace.

Nov 28, 2021

Angela Reddock-Wright Recognized as a 2021 Los Angeles Business Journal Leaders in Law Nominee

Angela Reddock-Wright, an employment law mediator and arbitrator, has been recognized as a 2021 Los Angeles Business Journal Leaders in Law Awards Nominee, a great honor! Attorneys on the list are recognized for their 'exceptional legal skill and achievement across the full spectrum of responsibility, exemplary leadership, and contributions to the Los Angeles community at large.' Link to list: https://www.cbjonline.com/a2labj/supplements/LILPre_20211115.pdf

Nov 28, 2021

FoxNews interviewed Lisa Anderson

Manufacturing and Supply Chain Expert, president of LMA Consulting Group Inc., about labor and material shortages impacting the Supply Chain, the consequent impact on the economy, and a look ahead. Watch her conversation here: https://bit.ly/3FVDn9f

Nov 28, 2021

Pat Kramer presents on The Importance of Writing Your Memoir

On Saturday, November 13,2021, Pat Kramer gave a presentation to Pasadena Village's residents on The Importance of Writing Your Memoir. There are so many great benefits that seniors derive from re-experiencing joyful memories of their lives! You can view my presentation via this link: https://lnkd.in/eTcqx2ys #familyhistories #retirementhomepresentations #writing

Nov 09, 2021

Speaking at the Hispanic Business Network

Patrick Summar will be speaking at the Hispanic Business Network on Thursday, 11/11, at 12:30pm. He will be talking about how to find and follow your True North Vision in both your personal and professional life. Register at hispanicgroup.com /Users/patricksummar/Desktop/Monthly Multicultural Nov 2021 .pdf.

Nov 09, 2021

Scott Nell of The Nell Team Lists Jeff Lewis-Designed, Celebrity Host Jillian Barberie’s Valley Hilltop Property

Scott Nell, a top residential agent in the San Fernando Valley, has listed Bravo TV celebrity and Home Shopping Network (HSN) Host Jillian Barberie’s 4,156 (apx) mini-estate at 19413 Bilmoor Place, Tarzana, CA. Nell is known for turning around properties that haven’t sold by reinvigorating and reintroducing them in a way that captures a fresh market. Nell has done this countless times and is known for his high-end work and out of the box thinking. By visually telling these stories, most of his clients have been able to get multiple offers and record high sales.

Nov 05, 2021

Larry Gulko, BRAND STRATEGIST | STRATEGIC GROWTH ADVISOR

Larry Gulko is producing and moderating a new brand-building thought leadership CEO Fireside Chat program series with Babson College and sponsored by Delta Air Lines (Delta Airlines, JD Power ranked #1 airline. Babson is the #1 ranked school for entrepreneurship for 25 years). The new program will feature dynamic CEOs of leading brands who will share their insight and nuggets of wisdom in building leading brands, enhancing customer loyalty, driving brand equity and business growth to the next level.

Nov 05, 2021

Angela Reddock-Wright Discussed Covid-19 Added as Disability under the ADA on the Black News Channel

Angela Reddock-Wright, an employment law mediator and arbitrator, joined BNC news anchor, Brittany Jones, to discuss recent reports regarding the long haul impact of COVID-19 and its lingering symptoms on Blacks and People of Color and the challenges with returning to work. They also discussed new guidance from the Office of Civil Rights of the U.S. Department of Justice recommending that COVID-19 and related symptoms be added as a disability to the federal ADA. View here: https://tinyurl.com/4phtzzuy

Nov 05, 2021

Roberta Guise discusses how to attain a reputation as a leading authority

Roberta Guise was recently featured in Hebrew Free Loan's "Food for Thought" video interview series. The discussion focuses on how to build a personal brand to attain a reputation as a leading authority. https://www.hflasf.org/roberta-guise-marketing/

Nov 04, 2021

American College of Bankruptcy inducts Neville Reid!

Neville Reid has been inducted by his national peers into the prestigious American College of Bankruptcy, based on professional accomplishments in the bankruptcy profession, integrity, and other qualities.

Oct 30, 2021

Presentation to the Tax Section of the Pasadena Bar Association

Christina Yon, presented to the Tax Section of the Pasadena Bar Association on September 20th. Christina co-presented with Louis Michelson, Esq. on the topic of Charitable Remainder Trusts: Financial and Tax Planning Basics. Christina talked about using life insurance in conjunction with a Charitable Remainder Trust.

Oct 27, 2021

Kathy Dawson discusses the Great Resignation on the Business Growth Cafe Podcast

The Great Resignation is here! In the United States alone, 4.3 million employees have quit their jobs. On top of that, there are over 11 million open jobs in the U.S. How has this impacted your business? Or, if you're the one looking for a new job, what has been your strategy. https://businessgrowthcafe.podbean.com/e/exploring-the-current-state-of-the-job-market-with-kathy-dawson-ceo-of-dawson-dawson/

Oct 27, 2021

Kevin Berson recognized by the Los Angeles Business Journal as an Investment Banking 'Leader of Influence'

Kevin Berson was recognized by the Los Angeles Business Journal as an Investment Banking 'Leader of Influence.' for 2021. http://labusinessjournal.www.clients.ellingtoncms.com/news/2021/oct/25/leaders-influence-investment-bankers-kevin-berson/

Oct 22, 2021

Pastori | Krans Ranks in Business NH Magazine's "Top Women-Led Businesses"

Terri Pastori, co-managing member of Pastori | Krans is delighted to announce that it has been named one of “NH’s Top Women-Led Businesses” by Business NH Magazine the 3rd year in a row. Listed at 33rd for fastest-growing and 67th overall, we are one of only three New Hampshire law firms recognized. According to the magazine, the 75 companies on the list generated $2.7 billion in revenue in 2020. Pastori | Krans also extends its congratulations to the other women-led businesses on the list.

Oct 22, 2021

Five Star Wealth Manager - Angie Rehkop

Angie Rehkop is a 2021 Five Star Award Winner - Wealth Manager Program. https://www.fivestarprofessional.com/Spotlights/86244?access=025ff88a43dbeb11812dbc764e103828 and https://spotlight.fivestarprofessional.com/ereprints/347969#page/1

Oct 22, 2021

Financial Advisor David Van Buskirk featured in WSJ

David Van Buskirk is featured in Wall Street Journal article titled The Coming Caregiver Crunch. https://partners.wsj.com/edward-jones/shifting-perspectives/the-coming-caregiver-crunch/

Oct 22, 2021

Watch Loreen Gilbert on Bloomberg TV

Take a look at our recent appearance on Bloomberg TV: https://lnkd.in/geJ3mJEp

Oct 22, 2021

Chair of Federal Criminal Law Committee

Sami Azhari is the new chair of a Federal Criminal Law Committee in Chicago. Renato Mariotti, who is a former AUSA and white collar criminal lawyer, will be presenting on October 27 at 12pm CST. The discussion topic will be handling a complex white collar criminal trial. Please join us.

Oct 15, 2021

Attorney Terri Pastori Selected as a 2021 New England Super Lawyer

Attorney Terri Pastori, member of ProVisors, has been selected to the 2021 New England Super Lawyers list. Super Lawyers, a Thomson Reuters business, is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high degree of peer recognition and professional achievement.

Oct 12, 2021

Juan Ros, CFP® Presents On Referral Strategies at Advisor Event

Juan Ros, CFP®, financial advisor, led a presentation on October 12 at Forum Financial's semi-annual Advisor Summit for all Forum advisors nationwide. Juan's presentation, "Asking for Referrals: The Conversation You Love to Hate," provided attendees with strategies to increase referrals from existing clients as well as other professional advisors. Juan's experience as a ProVisors member was presented as a key element of his business development strategy!

Oct 12, 2021

Glenn Gow, CEO Therapist on the Business Growth Cafe Podcast

Glenn Gow, CEO Therapist joins me, Angelo Ponzi, at the Business Growth Cafe to discuss the many challenges and decisions facing CEOs and the steps they can take to become better leaders. Having been a CEO, leading his own company for 25 years, and working with brands such as Microsoft, Facebook, Google, and Apple, Glenn brings a unique perspective having been a CEO to help CEOs. Listen on your favorite podcast platform: https://linktr.ee/BusinessGrowthCafe

Oct 12, 2021

Angela Reddock-Wright Discusses "Covid-19 Vaccinations & Religious Exemptions in the Workplace" on KPCC NPR 89.3

Angela Reddock-Wright, employment law mediator and the Founding and Managing Partner of the Reddock Law Group, joined Radio Host Larry Mantle on his show "Airtalk" on KPCC NPR 89.3 Los Angeles to discuss COVID-19 vaccinations and religious exemptions in the workplace. What rights do employees have? What are the obligations of employers under the law to engage in the interactive process and to provide reasonable accommodations for qualifying employees? Listen to Reddock-Wright on the segment to find out: https://www.youtube.com/watch?v=ihX46mdKaVs

Oct 11, 2021

Xiliary Twil, President of Art Asset Management Group, quoted on CNBC (Grow)

Xiliary Twil, accredited senior art appraiser, founder of Art Asset Management Group, addresses "How to invest in a Booming Collectibles Market" along with an expert group of collecting peers. Can I say "sneakers and t-shirts?" Full story.... https://www.cnbc.com/2021/10/07/how-to-invest-in-a-booming-collectibles-market-according-to-experts.html

Oct 11, 2021

Regina Lark's newest book is here!

Dr. Regina Lark, industry expert and thought-leader, is excited to announce the publication of her recent book, "Emotional Labor: Why A Woman’s Work is Never Done and What To Do About It." Emotional labor is the invisible, unnoticed, unwaged, unwritten, undervalued work women do at home and in the paid workforce. It provides the historical underpinnings for the work we call "women’s" work, and myriad solutions for creating greater equity at home. Available now on Amazon. For more information: https://emotional-labor.com/

Oct 02, 2021

Nominee for the National Women of Influence Awards Presidents Award

Reb Risty was nominated for the President's Award of Connected Women of Influence and the 2021 National Women of Influence Awards!

Oct 01, 2021

Lisa Anderson quoted in Brushware Magazine

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, was quoted in “Post Pandemic Skills Gap.” Full Story… https://www.lma-consultinggroup.com/post-pandemic-skills-gap/

Sep 28, 2021

Calm Above, Turmoil Below: A September to Remember, John Grace, Columnist, Wave Publications

While everyone enjoys the melt up, few are prepared for a melt-down. How prepared are you? https://wavepublication.com/calm-above-turmoil-below-for-a-month-to-remember/

Sep 28, 2021

Angela Reddock-Wright Joins the USC Gould School of Law Faculty in the Mediation Clinic Program

Angela Reddock-Wright, an employment law mediator and arbitrator, has joined the USC Gould School of Law Faculty in the Mediation Clinic Program. She is looking forward to being part of a program that will introduce the next generation of attorneys to the process and benefits of mediation and ADR.

Sep 28, 2021

Igor Drabkin Quoted by Law360

Igor Drabkin, a tax litigator and a principal with Holtz, Slavett & Drabkin, was quoted in the September 17, 2021, article by Law360, "Return To In-Person Tax Court Trials Adds Wrinkles For Attorneys".

Sep 28, 2021

Juan Ros, CFP®, Is Panelist at National Philanthropic Conference

Juan Ros, CFP®, financial advisor in Thousand Oaks, California, appeared September 20 as a panelist for a session at the National Association of Charitable Gift Planners' 2021 Virtual National Conference. The panel session, "The Secrets of Engaging Professional Advisors in Gift Planning," explored the motivations of professional advisors and provided gift planners with strategies to create new partnerships. Juan is a former gift planning professional and brings his charitable giving expertise to his financial advisory practice and his clients.

Sep 28, 2021

Writer For Hire Client Lisa MacCarley Featured on CNN Special Report

Probate and conservatorship attorney Lisa MacCarley, a longtime advocate of probate reform, will appear in the CNN Special Report "Toxic: Britney Spears' Battle for Freedom" on Sunday, Sept. 26, 2021 at 5 p.m. PT. Writer For Hire Pat Kramer has been working on Ms. MacCarley's PR efforts for the past two years, documenting her interviews with major media, including a previous BBC Special. Ms. MacCarley is an advocate for probate reform, having founded the non-profit Bettys' Hope in 2020.

Sep 14, 2021

Jeff Brown interview on the Business Growth Cafe podcast

Jeff Brown, Founder, and President of Brown and Associates and ProVisor member, specializing in improving large-scale systems to develop and adopt a culture that eliminates waste and improves operational effectiveness joins me on my business podcast. https://businessgrowthcafe.podbean.com/e/increasing-profit-margins-with-operational-efficiencies/

Sep 07, 2021

Juan Ros, CFP® Presents on Charitable Giving to University Group

Juan Ros, CFP®, Financial Advisor, was a panelist on August 26 to an audience of the Cal State-Channel Islands Osher Lifelong Learning Institute (OLLI). Juan and two other panelists discussed various charitable giving strategies within the context of tax, estate, and financial planning considerations. In his practice, Juan works with families and business owners in all areas of financial planning, with a particular emphasis on philanthropic giving for clients who are charitably inclined.

Sep 07, 2021

Attorney Pastori Named Best Lawyer

Terri Pastori has been selected by her peers for inclusion in the 28th Edition of The Best Lawyers in America. Terri has been recognized for her work in three areas - Employment Law - Management, Employment Law - Individuals, and Litigation - Labor & Employment. The annual Best Lawyers publication has been described by The American Lawyer as “the most respected referral list of attorneys in practice.” Best Lawyers lists are compiled based on a rigorous peer-review survey.

Sep 07, 2021

Loreen Gilbert: ThinkAdvisor Luminaries Class of 2021

Loreen Gilbert was recognized as a member of ThinkAdvisor’s Class of 2021 LUMINARIES awards program in the Thought Leadership category. Members of the Class of 2021 are being honored for the dynamic efforts they lead that are driving the financial services industry forward. Read more about the award and see Loreen's profile on Slide 6 » https://lnkd.in/gFK4s-Kf

Sep 07, 2021

Angela Reddock-Wright Weighs in on 'What's Next For Ex -Jeopardy! Producer Mike Richards After Firing?' in FOX Business Article (09/02/21)

Angela Reddock-Wright was interviewed by Fox Business for her expert commentary on what's next for ex -'Jeopardy!' producer, Mike Richards, after his firing. Read the 09/02/21 article with Reddock-Wright's comments to find out: https://www.foxbusiness.com/lifestyle/ex-jeopardy-producer-mike-richards-firing-expert Angela Reddock-Wright is an employment law mediator and arbitrator with Judicate West, and the Founding and Managing Partner of the Reddock Law Group.

Sep 07, 2021

PINNACLE Guide GO FOR MASTERY Award

At the Quarterly Summit of the PINNACLE© Business Guides (http://PinnacleBusinessGuides.com) 100 business coaches, Sergiu Simmel was recognized for his Mastery in his professional field. 🥇 PINNACLE used a US Geological Survey Benchmark to mark the recognition, part of the PINNACLE brand and "business climbing" metaphor. 🏔 Sergiu was very humbled by this extraordinary recognition, given that he just joined this professional community just 5 months ago.

Aug 27, 2021

Fear of missing out spurs first time home buyers, John Grace, Columnist, Wave Newspapers

There are two good options for first time home buyers! https://wavepublication.com/fear-of-missing-out-spurs-first-time-home-buyers/

Aug 27, 2021

Lisa Anderson interviewed on Interlinks Podcast: Causes and Effects of Global Supply Shortages in 2021

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, discusses her perspectives on the causes and effects of the supply disruptions. Full story… https://shows.acast.com/patrick-daly-interlinks-podcast/episodes/causes-and-effects-of-global-supply-shortages-in-2021

Aug 27, 2021

The California Exodus: How To Exit The State With Your Fortune Intact

Mark Pariser's article, "Spurred by tax hikes, ever-increasing regulations and the recent departures of high-profile tech companies, many high net worth individuals are eyeing the exit door" was published by Worth Magazine: https://www.worth.com/the-california-exodus-how-to-exit-the-state-with-your-fortune-intact/

Aug 20, 2021

Andy Peters, Founder and Managing Partner at AAKEN Business Brokerage Joins Angelo Ponzi on the Business Growth Cafe Podcast

Andy and his team are engaged when a business struggles and needs a fresh perspective, change directions, or someone to make the hard choices. In addition, they are brought in when an owner wants or needs to prepare to sell or is ready to sell now. https://businessgrowthcafe.podbean.com/e/do-you-have-a-viable-strategy-to-grow-or-sell-your-business/

Aug 20, 2021

Jason Rosen Honored by WA Super Lawyers

Mediator Jason Rosen was recently honored by Washington Super Lawyers. He is also extremely grateful to be able to do what he considers the best job in the world--helping people resolve disputes and move forward. As a Certified Online Mediator, Jason can work with people anywhere. His focus is personal injury and police misconduct, but he also handles numerous other types of civil disputes.

Aug 20, 2021

Juan Ros, CFP® Presents to Exit Planning Institute Conejo Valley Chapter

Juan Ros, CFP®, CEPA®, financial advisor with Forum Financial Management, presented to the Exit Planning Institute Conejo Valley Chapter at the Chapter's August 19 meeting. Juan and co-presenter Vida Jatulis, CFP®, CEPA®, discussed "When Philanthropy and Exit Planning Intersect: Tools, Tips, and Strategies," outlining ways in which business owners can incorporate charitable giving into a business exit. In Juan's planning practice, he advises high-net-worth families and business owners, using his expertise in philanthropic strategies with his charitable clients.

Aug 20, 2021

Diane Cannon's K9's For Warriors Fundraiser Nets $10K

https://www.stunewsnewport.com/index.php/2-uncategorised/11881-k9s-for-warriors-compass-magnet-fundraiser-082021

Aug 03, 2021

Lisa Anderson quoted in Commercial Baking

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, was quoted in “Sounding the Alarm on Supply Chain Disruption”. Full Story… https://commercialbaking.com/sounding-the-alarm-on-supply-chain-disruption/

Aug 03, 2021

CalCPA Cannabis Business Symposium

For the 5th year in a row, Robert will be speaking at this year's CalCPA Cannabis Business Symposium which will take place on Friday, August 6, 2021. Robert will be joining two others to discuss the effects to different stakeholders if the federal government legalizes cannabis.

Jul 26, 2021

Most Influential Business Leaders List Taps Tim Gallagher (WLK4)

The San Fernando Valley Business Journal included Tim Gallagher (WLK4 GL) as one of the most influential business leaders in the area. This is Gallagher's 2nd consecutive year on the list.

Jul 22, 2021

CalCPA Annual Cannabis Business Symposium

We are proud to announce that Robert Cohen will be speaking at the annual CalCPA Annual Cannabis Business Symposium on Friday, August 6, 2021. This will be a virtual conference and he will be on a panel talking about what will happen when/if the federal government decides to de-schedule cannabis. https://conferences.calcpa.org/cannabis-business-symposium/

Jul 22, 2021

Law360 Interviews Jim Lundy Regarding the SEC's SolarWinds Breach "Sweep"

In “Companies Scramble To Meet SEC’s SolarWinds Info Deadline,” Law360 turned to Jim Lundy for insight on concerns related to the Securities and Exchange Commission’s (SEC) request for information regarding how companies may have been affected by the SolarWinds cyber breach revealed in December. https://www.faegredrinker.com/en/insights/publications/2021/6/jim-lundy-outlines-concerns-with-the-secs-request-for-information-regarding-the-solarwinds-breach-fo.

Jul 22, 2021

Lisa Anderson interviewed on California Manufacturing Technology Consulting

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc., discussed “Women in Manufacturing” Full Story… https://www.cmtc.com/en-us/shifting-gears/season-2-episode-6-women-manufacturing

Jul 22, 2021

Loreen Gilbert appears on TD Ameritrade

Watch Loreen Gilbert's recent appearance on TD Ameritrade: https://youtu.be/H1UujicR9to

Jul 15, 2021

Eden Gillott on Access Hollywood

Eden Gillott appeared on Access Hollywood to discuss Chrissy Teigen’s bullying allegations.

Jul 12, 2021

Dallas Attorneys Amy E. Davis and ProVisors Member Amy M. Stewart Score Big Win for SIS, LLC

DALLAS, July 8, 2021 /PRNewswire/ -- A federal jury in Atlanta, GA, on July 1, ruled that Stoneridge Software broke its contract with SIS, LLC, when it used confidential information obtained as a subcontractor to undercut SIS on a Microsoft software implementation project for APi Construction Company. Dallas-based attorneys Amy E. Davis and Amy M. Stewart, acted as lead counsel and co-counsel, respectively, for the trial.

Jul 07, 2021

Interview with Thrive Global

Reb Risty of REBL Marketing: “Never start work until the money is in the bank” As part of our series called “5 Things I Wish Someone Told Me Before I Began Leading My Company” I had the pleasure of interviewing Reb Risty, founder and Head REBL at REBL Marketing — a firm helping B2B businesses build and manage integrated marketing programs through strategy, branding and messaging, strong digital presence, and video content. Link to article - https://thriveglobal.com/stories/2060444/?fbclid=IwAR0kpDROSqKtY_TBJA7uDcOUSyMZAAy2GbbSYssL4bsNRDGoMypyDDptfz0

Jul 07, 2021

Kevin Berson Shares Advice for Business Owners with Authority Magazine.

Kevin Berson of Seapoint Business Advisors was interviewed by Authority Magazine regarding 'Five Things A Business Owner Needs To Know To Build, Scale and Prepare Your Business For a Lucrative Exit'. Link to Article Below: https://medium.com/authority-magazine/kevin-berson-of-kinected-five-things-you-need-to-know-if-you-want-to-build-scale-and-prepare-your-2c05cfee104a

Jul 07, 2021

Certified QDRO Specialist, CQS™

Certified Divorce Financial Analyst, Diane C Pappas, has been designated as a Certified QDRO Specialist after passing the required exams this past June.

Jul 01, 2021

The Ripcord Moment Podcast

Recently, Joe Seetoo, group leader of WH1 launched a podcast called “The Ripcord Moment” where he interviews business owners on their business succession experiences. Joe is committed to empowering more business owners achieve successful exit outcomes.

Jun 29, 2021

Angela Reddock-Wright Named Among the Los Angeles Business Journal's Women's Leadership Awards 2021 Finalists

Angela Reddock-Wright was named a Finalist in the Los Angeles Business Journal's Women's Leadership Council & Awards "Community Impact Advocate of the Year" category. Angela was among some wonderful company! Congratulations to all of this year's Women's Leadership Council & Awards nominees, finalists, and honorees! Link to the issue: https://labusinessjournal.com/news/2021/jun/03/womens-leadership-series-panelists-angela-reddock-/

Jun 28, 2021

SCOTT NELL LISTS ESTATE OF FAMED ART ANTIQUITIES DEALER

Scott Nell this week listed the premiere estate of late art antiquities dealer Valerie Franklin. A philanthropist and art dealer, Valerie was the custodian of some of the most significant art collections in the world including: African, Oceanic, modern and antique Asian, Latin American and Pre-Colombia works.

Jun 21, 2021

Juan Ros, CFP®, Recognized in Annual "Who's Who" List

Juan Ros, CFP®, was recognized by the Pacific Coast Business Times in the publication's annual "Who's Who in Banking and Finance" list. This is Juan's fifth appearance on the list, having also been recognized in 2016, 2017, 2018, and 2020. Nominations for the list are submitted to the publication by a third party.

Jun 15, 2021

Philip Barbaro, Jr., Partner, Barbaro, Chinen, Pitzer & Duke, LLP, Announces Pasadena Law Firm’s 130-Year History

Philip Barbaro, Jr., partner of the estate planning, trust administration and family law firm of Barbaro, Chinen, Pitzer & Duke, LLP, today recognized the firm’s 130-year history with his partners serving in key leadership positions in the community. Read full release here: https://au.finance.yahoo.com/news/philip-barbaro-jr-partner-barbaro-100000672.html

Jun 15, 2021

Brent Bergan - Named as Global Mobility Top 100 Professional for 2021

Nominated by industry peers, this is a definitive who's who list to recognize the movers, shakers and innovators of the wonderful global mobility industry. Industry leader Benivo launched The GM Top 100 to recognise and celebrate the best among us powered by the wisdom of the crowd. The full list can be found here - https://top100.benivo.com/service-providers-2021

Jun 15, 2021

Loreen Gilbert appears on Bloomberg TV

Loreen Gilbert joins Bloomberg TV's "The Close" to discuss the Fed's decisions based on recent economic data: https://vimeo.com/558755361

Jun 15, 2021

Pastori | Krans Ranks in Business NH Magazine’s “Top Law Firms in New Hampshire”

Attorney Terri Pastori, co-managing partner of Pastori | Krans is delighted to announce its inclusion in Business NH Magazine’s 2021 list of “Top Law Firms in NH.” We greatly appreciate the recognition!

Jun 15, 2021

We might not see the inflation bus coming until it's run us over-John Grace, Pacific Coast Business Times

Everybody wants to know the date things go sideways. As John is fond of saying, if we are jaywalking across the street it’s not the bus you do see that can disrupt our day, it’s the bus we didn’t see, couldn’t name, and was impossible to time. Global bubbles from the U.S. Read More → https://www.pacbiztimes.com/2021/06/11/opinion-we-might-not-see-the-inflation-bus-coming-until-its-run-us-over/

Jun 15, 2021

DMITRY GORIN SELECTED TO TOP 100 SUPER LAWYERS LIST, SOUTHERN CALIFORNIA

Dmitry Gorin is the only California State-Bar Certified Criminal Law Specialist selected to the distinguished list. He has litigated around 100 jury trials, and has successfully defended lawyers, doctors, and corporations . https://www.ktvn.com/story/43252071/attorney-dmitry-gorin-selected-to-the-2021-top-100-super-lawyers-in-southern-california

Jun 15, 2021

Meredith Sesser Talks on the CAL SAVERS program with Mike Anderson on The Anderson Files

Meredith Sesser, pension/ERISA attorney of Sesser Law, guests on The Anderson Files on PodClips.io with host Mike Anderson. Meredith chats with Mike about the CAL SAVERS program. CA is now requiring CA employers, based on the number of employees they have, to provide employees with a retirement savings program. The full audio of the episode can be hear at https://www.podclips.io/channels/episode/111.

Jun 15, 2021

Monica Burneikis Named as One of America's Top 100 Personal Injury Attorneys

June 3, 2021 - Monica Burneikis has been selected as among America's Top 100 Personal Injury Attorneys® for 2021 for the second year in a row. Less than one-half percent (0.5%) of active attorneys in the United States will receive this honor - truly the most exclusive and elite level of attorneys in the community.

Jun 15, 2021

Juan Ros, CFP®, Presents on Financial Planning Topics to University Audience

Juan Ros, CFP® was a co-presenter for California State University Channel Islands' Osher Lifetime Learning Institute (OLLI) on June 10. Juan and fellow ProVisor Jonathan Johnen, CFP®, of Farr Johnen & Associates, answered a series of questions on various financial planning, investment, and insurance topics for the OLLI audience.

Jun 08, 2021

Catherine Mattice on KTLA5: Workplace Bullying

As Lea Michelle (Glee) and other stars are being called out for workplace bullying, KTLA5 discusses workplace bullying and what you can do about it with Catherine. View it here: https://www.linkedin.com/feed/update/urn:li:activity:6805648635666173952/

Jun 08, 2021

Cameo Roberson Featured Article in US News & World Report

Strategies Advisors can use to generate profit. There is no magic wand, but you can take several steps to accelerate your firm’s growth. https://money.usnews.com/financial-advisors/articles/strategies-advisors-can-use-to-generate-profit

Jun 08, 2021

Attorney Pastori Interviewed for Article on Animals in the Workplace

Attorneys Terri Pastori and her colleague, Attorney Ashley Taylor were interviewed for a recent article written by Scott Merrill of the NH Bar News, which was published in the Concord Monitor among other places. Terri and Ashley touch on workplace policies for animals and the legal 'what ifs' that employers should address when considering allowing employees to bring pets to work. The article can be found here: https://www.concordmonitor.com/Who-let-the-dogs-in-40667876

Jun 02, 2021

Bob Conca Joins Shustak Reynolds & Partners

Bob Conca is pleased to announce that he has joined the law firm of Shustak Reynolds & Partners as a Partner. Mr. Conca is excited to continue his securities and regulatory legal practice, advising investment advisers, broker-dealers, private equity/ hedge funds, and financial professionals on matters including SEC/ FINRA regulatory exams and investigations, M&A transactions, adviser transition and Form U5 issues and regulatory compliance. See: https://shufirm.com/robert-d.-conca.

Jun 01, 2021

Watch Loreen Gilbert on CNBC's Power Lunch

Loreen Gilbert recently appeared on CNBC's Power Lunch, "Two experts on seeking out ESG improvers." Click here to watch Loreen discuss the opportunities she is seeing in the ESG space: https://cnb.cx/3whOjbC

May 28, 2021

RICHARD GOLUBOW CO-CHAIR FOR STATEWIDE CALIFORNIA BANKRUPTCY INSOLVENCY CONFERENCE

Richard Golubow was a conference co-chair for the California Bankruptcy Forum’s 33rd Annual Insolvency Conference held on May 12-16, 2021. The details about the conference can be found here: https://www.calbf.org/2021-conference/

May 28, 2021

Juan Ros, CFP®, Presents at Regional Gift Planning Conference

Juan Ros, CFP® gave a presentation on May 20 at the Planned Giving Round Table of Arizona's annual conference, followed by hosting an "Ask the Experts" session on May 21. Juan's presentation, "Why and How Financial Advisors Should Engage Clients in Philanthropy," continues Juan's mission to educate fellow advisors on charitable giving strategies for clients.

May 27, 2021

Lisa Anderson, quoted in ACHR News

Lisa Anderson, MBA, CSCP, CLTD, President of LMA Consulting Group Inc., specializing in the supply chain, ERP and S&OP, was quoted in “Distributors Must Embrace Change to Keep, Add HVAC Contractors”. Full Story… https://www.achrnews.com/articles/144609-distributors-must-embrace-change-to-keep-add-hvac-contractors

May 27, 2021

PASADENA LAW FIRM CELEBRATES ITS 130-YEAR HISTORY

Philip Barbaro, Jr., partner of the Pasadena, CA estate planning, trust administration and family law firm of Barbaro, Chinen, Pitzer & Duke, LLP, today recognized the firm’s 130-year history while announcing its expansion. https://finance.yahoo.com/news/philip-barbaro-jr-partner-barbaro-100000672.html

May 20, 2021

Top Women lawyers published by the Daily Journal

Svetlana Kamyshanskaya, a Founding partner of Primum Law Group, was included in this year’s class of “Top Women” lawyers published by the Daily Journal.

May 20, 2021

The Google Wrangler Swagger Magazine

Jeremiah Weilert featured on the cover of Swagger Magazine Self Made Men for his continued success in the digital marketing SEO space. https://www.swaggermagazine.com/home/selfmade/JeremiahWeilert/

May 20, 2021

Watch Loreen Gilbert on Bloomberg TV

Watch Loreen Gilbert on Bloomberg, "Actively Looking to Add Real Assets:" https://www.bloomberg.com/news/videos/2021-05-13/actively-looking-to-add-real-assets-wealthwise-financial-ceo-video

May 18, 2021

Angela Reddock-Wright Quoted in Fox News Article on the ending of the Ellen DeGeneris' show (5/13/21)

Angela Reddock-Wright was interviewed by Fox News for her expert commentary on the ending of the Ellen DeGeneris' show over the misconduct scandal. Please read the article for Reddock-Wright's thoughts: https://www.foxnews.com/entertainment/ellen-degeneres-ending-talk-show-workplace-scandal

May 18, 2021

Article in McKinney/Allen Living Magazine

Melissa Simon featured in business profile article in the Leading Women section of the magazine for May. Here is the web link. http://virtualonlineeditions.com/publication/?m=11561&i=705165&p=30

May 14, 2021

Lisa Anderson interviewed on Industrial Insights

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc., discussed “How Consultants Can Help Your Manufacturing and Distribution Business Full Story… https://podcasts.apple.com/us/podcast/how-consultants-can-help-your-manufacturing-distribution/id1552731790?i=1000511405078

May 14, 2021

Angela Reddock-Wright Authored Bloomberg Law Daily Labor Report Article (05/13/21)

Is it time for the United States to rethink its employment laws and to consider a worker category that falls between employee and independent contractor? For more information on this topic, please check out Angela Reddock-Wright's article, "The U.S. Employment Playbook Is Ready for an Overhaul", which was published in Bloomberg Law's Daily Labor Report on May 13, 2021. Link to article: https://tinyurl.com/uhxb7s67

May 14, 2021

"Unlocking the Medicare Mystery" on Fiscal Fitness at VoiceAmerica

Take a listen as John Grace interviews PV member, "Medicare Man, Steve Lujan" on Medicare health coverage. Too many applicants don't understand Medicare options they are faced with when turning 65, so they make costly mistakes, https://www.voiceamerica.com/episode/131134/unlocking-the-medicare-mystery

May 12, 2021

MICHAEL MORRIS QUOTED IN BLOOMBERG ON IRS LOSS IN MICHAEL JACKSON CASE

Michael R. Morris was interviewed by Bloomberg News for an article about the Tax Court’s ruling that Michael Jackson’s estate was worth only a small fraction of the value that the Internal Revenue Service had imputed – especially to the late singer’s image and likeness. Full link at https://news.bloombergtax.com/daily-tax-report/michael-jackson-estates-tax-win-a-warning-to-aggressive-irs

May 10, 2021

Lisa Anderson, Quoted by NBC News

Lisa Anderson, MBA, CSCP, CLTD, President of LMA Consulting Group Inc., specializing in the supply chain, ERP and S&OP, was quoted in “Spiraled out of control’: Why the pandemic is still impacting supply chains. Full Story… https://www.kshb.com/news/local-news/spiraled-out-of-control-why-the-pandemic-is-still-impacting-supply-chains

May 10, 2021

Income Inequality: It's Worse Than You Think - John Grace, Columnist, Wave Publications

It wasn't long ago that John was certain Americans at all levels have made good financial progress. BC (Before Covid) he learned that, "90% of Americans were better off in the early 1970's than they are today," according to Forbes Magazine. Here's John's take. http://wavepublication.com/income-inequality-is-worse-than-you-think/

May 04, 2021

Juan Ros, CFP®, Gives Three Presentations in One Week

Juan Ros, CFP® presented three times to different audiences the week of April 26. On April 27, Juan presented "How to Become a Financial Advisor in Three Easy Steps" to an undergraduate class of financial planning students at California Lutheran University. On April 28, Juan discussed social impact and sustainability investing trends on a panel for the Western Regional Planned Giving Conference. And on April 29, Juan presented "Smart Giving in 2021" for the Environmental Defense Fund to an audience of donors.

May 04, 2021

KESTENBAUM LAW GROUP ADDS NEW PARTNER

The Kestenbaum Law Group is proud to announce the addition of a new partner. Matthew Vodnoy left the Los Angeles District Attorney's Office after 14 years prosecuting serious Felonies. Matthew will head the Litigation section and brings a new energy to the Firm.

May 04, 2021

Debbie Biscotti Interview on Business Growth Cafe Podcast

Debbie Biscotti, Senior Product Advisor of Heartland and ProVisors member joins Angelo to talk payroll, time tracking, onboarding, Work Opportunity Tax Credits, and much much more. https://businessgrowthcafe.podbean.com/e/managing-payroll-what-a-pain-in-the-fill-in-the-blank/

Apr 30, 2021

Loreen Gilbert Quoted in Financial Planning Magazine

Loreen was quoted in the Financial Planning article, "New DoL guidance seems to strengthen fiduciary exemption." Read the full article here to see what Loreen has to say about DoL guidance: https://urldefense.com/v3/__https://www.financial-planning.com/news/new-labor-department-guidance-seems-to-strengthen-fiduciary-exemption__;!!Cz2fjcuE!wYxijF2H_MHRl8v4VZomQmMjvfjbJS1a8TtancKMCiGG3ocBC858jkI5XU_IYfpu_9wr1IUx$

Apr 30, 2021

Lisa Anderson Quoted in Compass Magazine

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc., was quoted in “Special Reports:Building a Resilient Future”. Full Story… https://compassmag.3ds.com/special-reports/manufacturing-resilience/building-a-resilient-future/

Apr 30, 2021

Writer For Hire Pat Kramer Creates Successful Launch for BZ Connects

Crafting a great press release is the key and Pat is pleased to announce that in the first week of BZ Connect's launch, there were over 12,000 views of their press release on LinkedIn, alone. For more info: www.bzconnects.com.

Apr 30, 2021

Tes Macaraya Recognized By The Los Angeles Business Journal In The Minorities Of Influence List

Congratulations to Tes Macaraya who has been included in the Los Angeles Business Journal’s Minorities of Influence list. The publication credits outstanding Certified Public Accountants in the Los Angeles area who happen to be minorities and are overcoming diversity challenges in the accounting profession. https://www.cbjonline.com/a2labj/supplements/MOI-CPAS_20210426.pdf

Apr 29, 2021

Andre Julian, Authors New Self-Help Book “Streaking to Win”

Andre Julian, member of NPC, recently authored a new book entitled, "Streaking to Win, – Using Micro Goals to Achieve the Success You Seek." The book takes a fresh perspective on self-help, gives readers the tools they need to personally achieve success in their life, and teaches how these tools can be implemented to start realizing success. Streaking to Win is being released on May 4, 2021.

Apr 29, 2021

Gresham Savage Law Firm launches new website created by Alan Herman & Associates

The firm is very honored to be selected to create and produce the website for one of southern California's premier law firms. The website went live in April and may be viewed at: greshamsavage.com. Alan Herman & Associates is a full-service marketing communications firm celebrating 50 years in business.

Apr 27, 2021

Angela Reddock-Wright, Esq. Named Among 2021's ‘Women Leaders of Influence: Attorneys’ by Los Angeles Business Journal (4/26/21)

Congratulations to Angela Reddock-Wright, Esq. who was named among 2021's "Women of Influence: Attorneys" by the Los Angeles Business Journal. Reddock-Wright was singled out for her exceptional legal skill and achievement across the full spectrum of responsibility, exemplary leadership as evidenced by the highest professional and ethical standards, and for contributions to the LA community at large. Link to list: https://tinyurl.com/4ypajp2v See Reddock-Wright's profile on Page 102.

Apr 27, 2021

D Magazine's 2021 Best Lawyer - Criminal Law

Dallas 2 is delighted to announce that member James P. Whalen has been named as one of D Magazine's 2021 Best Lawyers in Criminal Defense.

Apr 26, 2021

Attorney Pastori Article Featured in NH Bar News

Attorney Terri Pastori's article “Navigating Employee Leave and Benefits During the Pandemic” was featured in the Employment and Labor Law Edition of the New Hampshire Bar News published in April 2021. You can read the full article here: https://pastorikrans.com/p-k-article-in-the-labor-and-employment-law-edition-of-the-nh-bar-news/

Apr 20, 2021

Lisa Anderson Quoted by the Washington Post

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc., was quoted in “Why a ship stuck in Egypt threatens the economy in the United States”. Full Story… https://www.washingtonpost.com/politics/2021/03/25/why-ship-stuck-egypt-threatens-economy-united-states/

Apr 20, 2021

Marc Brener Joins Angelo on the Business Growth Cafe Podcast

Unless you've been hiding under a rock, the conversation on energy conservation and climate change is not new but certainly one you need to participate in. ProVisors member and expert on the subject, Marc Brener, Director of Renewable & Energy Efficiency Services of Energy Experts International, Inc., is here to help explore ideas and the facts you need to be thinking about. https://businessgrowthcafe.podbean.com/e/climate-change-renewable-energy-sustainable-energy-and-greenhouse-gasesoh-my/

Apr 14, 2021

Spanish-Speaking Attorney, Ramon Lamelas, joins Jakle & Alexander, LLP

Ramon is pleased to announce that he has accepted a position as an associate with Jakle & Alexander, LLP in Santa Monica, California. He is in his third year of practicing exclusively in the area of estate planning, probate, and trust settlement and is excited to continue to do so with Jakle & Alexander, LLP.

Apr 13, 2021

Amy Levy Interview on the Business Growth Cafe Podcast

The world of public relations has changed and Angelo's guest, Amy Levy, Founder and CEO of Amy Levy Public Relations has changed too. Not only in the way she runs her business but the types of services she provides her clients. https://businessgrowthcafe.podbean.com/e/using-public-relations-to-your-strategic-advantage/

Apr 13, 2021

Monica Burneikis Re-Selected to The National Trial Lawyers Top 100 Civil Plaintiff Trial Lawyers

The National Trial Lawyers is pleased to announce that Monica Burneikis of Burneikis Law in Oakland has been re-selected as a Top 100 Civil Plaintiff Trial Lawyer in California. Membership in this exclusive organization is by invitation only and is limited to the top 100 attorneys in each state or region. Monica Burneikis specializes in catastrophic personal injury claims and wrongful death cases.

Apr 07, 2021

Regina Lark speaking at national conference

Regina Lark, Ph.D., A Clear Path, LLC, is speaking on her latest research project: “Emotional Labor: Why women’s work is never done and what to do about it,” in April, 2021, at the virtual conference for the National Association of Productivity and Organizing Professionals.

Apr 07, 2021

PAS I Top Attorneys as Recognized by Pasadena Magazine

Wanda Dorgan is joined by five other attorneys in PAS I recognized as Top Attorneys by Pasadena Magazine: Andrea Balian (Family Law); Richard Pumilia (Business Law); Greg Anderson (Real Estate); Michael O'Connor (Personal Injury); Joseph Chora (Debtor/Creditor/Investigation); and Wanda Dorgan (Labor and Employment) What a team!

Apr 07, 2021

Angela Reddock-Wright Discusses the NCAA Supreme Court Case Payment to College Athletes on KTLA-5 News (04/02/21)

Angela Reddock-Wright joined reporters at KTLA-5 News to discuss the pending U.S. Supreme Court case centering upon the class action lawsuit by college athletes seeking pay and other benefits for use of their likeness and image in college athletics. Angela discussed the basis for the lawsuit, the likely outcome, the opposition by the NCAA, and what to expect next. Link to Angela's segment: https://tinyurl.com/wjhr3kft

Apr 07, 2021

Michael Puldy - Speaker for Business Continuity Institute USA Ransomware Webinar

Requested by the USA Chapter of the Business Continuity Institute to present my white paper, Responding to Ransomware, A Business View. The presentation discusses the explosion of Cybercrime around the globe, and what businesses can expect plus actions they can take to avoid or manage the ransomware threat. https://www.thebci.org/event-detail/event-calendar/bci-usa-chapter-webinar-responding-to-a-ransomware-crisis--a-business-view.html

Apr 07, 2021

Scott Sage, President, Sage Financial Innovations joins Angelo on the Business Growth Cafe Podcast

Are you healthy, wealthy, and wise? Scott Sage, President of Sage Financial Innovations, helps us think a little differently when it comes to wealth strategies and to ensure you are healthy, wealthy, and wise enough to enjoy whatever end goal you have in mind. https://businessgrowthcafe.podbean.com/e/are-you-healthy-wealthy-and-wise/

Apr 07, 2021

Regina Lark published in anthology on women and war

Regina Lark, Ph.D., A Clear Path, LLC, is proud to announce her chapter, “Interracial Marriage in Occupied Japan,” in a new anthology, Women's Experiences of the Second World War (London: Boydell and Brewer, 2021) based on her doctoral research on Japanese “war bride” marriages during the US occupation of Japan, and their subsequent immigration to the U.S. (USC ’99).

Apr 05, 2021

Adam Grais - drumming for a cause

Adam Grais will be performing with his band, Blind Trust, on Sunday, April 18, 2021 for a benefit in support of Common Pantry, a Chicago area food bank (https://lnkd.in/eKH_9yY). The event will be live-streamed and we expect to go on around 5:40pm Central.

Apr 05, 2021

Mike Wakshull presents at International Forensics Conference in India

On May 28, Mike Wakshull presented "Little known facts about altered documents" via Zoom at the Third Annual Conference of the International Association of Scientists and Researchers, https://www.forensicevents.com/event-detail/Document-Examination_114#eventSchedule. The conference was held in new Delhi, India. Speakers and attendees were from around the world. The presentation informed forensic document examiners on methods for identifying hidden alterations in paper and electronically created documents.

Apr 05, 2021

Dunham Biles Co-Chair Securities Industry Practice Group for Fox Rothschild

https://www.foxrothschild.com/news/fox-announces-annual-leadership-transitions/

Apr 05, 2021

RICHARD GOLUBOW FEATURED AS LEADING EXPERT FOR CORPORATE BANKRUPTCY

Richard Golubow was featured as a leading expert for corporate bankruptcy and financial restructuring in “POWER PLAYERS: Bankruptcy & Insolvency 2021-Distinguished Advisers”, Financier Worldwide Magazine, March 2021, https://tinyurl.com/hz7wrdk3

Apr 05, 2021

Lisa Anderson quoted in CIO Magazine

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc., was quoted in “Top 7 ERP trends for 2021”. Full Story… https://www.cio.com/article/3605053/top-erp-trends.html

Apr 05, 2021

Do The Math Before Becoming Retirement Landlord-John Grace, Wave Publications

Every body knows the road to riches is paved with easy passive income from residential rentals, right? Do the math before you buy. http://wavepublication.com/do-the-math-before-becoming-retirement-landlord/

Apr 01, 2021

Loreen recognized on the Forbes Top Women Wealth Advisors for 2021

Congratulation to Loreen for being listed on the Forbes Top Women Wealth Advisors for 2021! Read more about the award and see the full list here: https://www.forbes.com/top-women-advisors/#3a416da751f4

Apr 01, 2021

Sarah Spector is featured in the Top 100 People in Finance magazine

Pleased to announce that Sarah Spector, CPA is featured in the 2021 issue of Top 100 People in Finance magazine. Read more about Sarah and her experience here: https://www.thetop100magazine.com/sarah-spector

Mar 29, 2021

Forbes Article - How Can a CEO Lead and Live Without Any Regrets?

A feature article that Rick Itzkowich wrote was published in Forbes on 3-26-21 at the following below link. Rick Itzkowich https://www.forbes.com/sites/forbescoachescouncil/2021/03/26/how-can-a-ceo-lead-and-live-without-any-regrets/?sh=aaade412cd77

Mar 25, 2021

Lisa Anderson Interview by BizTV Los Angeles All In

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc., explain why we as consumers need to pay attention to the supply chain and the challenges if faces in today’s environment. Full Story… https://vimeo.com/centerpost/download/503557203/2b77afcba3

Mar 23, 2021

Loreen Gilbert on Bloomberg TV

Watch Loreen Gilbert's recent appearance on Bloomberg TV "The Close": https://hubs.li/H0HLJ0N0

Mar 19, 2021

Immigration Lawyer Joe Adams Wins Immigration Appeal in Federal Court

"When is a Grammy Not a Grammy? Ask the Immigration Service." Provisors member and immigration lawyer Joe Adams recently appealed a bad immigration decision to federal court and won. https://joeadamsesq.medium.com/when-is-a-grammy-not-a-grammy-ask-the-immigration-service-1fa19d477e5e

Mar 19, 2021

Eden Gillott Gives TEDx Talk "Confessions of a Crisis Manager"

Eden Gillott's second TEDx event is now available online https://bit.ly/2NtKKOE.

Mar 16, 2021

Bob Grewal featured in the San Fernando Valley Business Journal

Bob Grewal, an M&A advisor with Seapoint Business Advisors, was recently featured in a front-page story in the current edition of the San Fernando Valley Business Journal. The story discusses the successful sale of his client's business. https://www.sfvbj.com/

Mar 16, 2021

RICHARD GOLUBOW PANELIST FOR AMERICAN BANKRUPTCY INSTITUTE CONFERENCE

Richard Golubow was a panelist for the American Bankruptcy Institute Bankruptcy Battleground West virtual conference held on March 10, 2021 for a presentation entitled Technology Issues: Crash Course, which addressed how COVID-19 and stay-at-home orders prompted the rapid adoption of technology by the courts, lessons learned along the way, and where technology can be used to further improve the bankruptcy process.

Mar 12, 2021

The Reddock Law Group Listed Among Los Angeles Business Journal's 2021 Diversity & Inclusion Awards Nominees (03-22-21)

The Reddock Law Group is honored to be included among the Los Angeles Business Journal's 2021 Diversity & Inclusion Awards Nominees. The awards shine a light on companies fostering equity in their organizations and setting the bar for others to follow.

Mar 12, 2021

John Grace & His Journey of Leading the Market

Adam Torres interviews John on his show "Mission Matters". https://www.westlakefinancialadvisors.com/2021/02/19/john-grace-and-his-journey-of-leading-the-investor-market/

Mar 12, 2021

Head, Bankruptcy and Financial Restructuring Group of Hahn & Hahn, LLP

Pasadena Magazine rates Dean Rallis as 2021 Top Attorney in the fields of Bankruptcy and Creditor Debtor Rights/Insolvency and Reorganization Law and Debtors/Creditors Law.

Mar 12, 2021

Pasadena Magazine, Top Attorneys 2021

James Gorton recognized as a top attorney in Pasadena among Trusts and Estates Attorneys.

Mar 12, 2021

Pasadena 2021 Top Lawyers List

Cynthia Flynn featured in Pasadena Magazine 2021 Top Attorneys

Mar 12, 2021

Marty Stevens-Heebner to Speak at National Conference

Marty Stevens-Heebner, CEO of Clear Home Solutions, speaking at the National Association of Senior and Specialty Move Managers 2021 Virtual Conference on March 12, 2021. Marty is on NASMM’s board and is currently the association's president-elect.

Mar 09, 2021

Head, Bankruptcy and Financial Restructuring Group of Hahn Hahn, LLP

https://www.pasadenanow.com/main/pasadena-based-law-firm-reaches-settlement-with-summer-camp-company-over-unrefunded-deposits/

Mar 09, 2021

Dr. Dana Chidekel, Neuropsychology Expert, now licensed in Connecticut

Dr. Dana Chidekel, licensed in CA since 1995, is now licensed in CA, OK, and CT, and she is license-pending in NV. Dr. Chidekel is board-certified in adult neuropsychology, and she is one of 26 board-certified pediatric neuropsychologists in CA. She is retained by Plaintiff and Defense attorneys in personal injury, medical malpractice, employment, disability, special education, and probate matters (including post-death determination of capacity and undue influence).

Mar 05, 2021

Yuko Tsuchida featured in California Business Journal

Yuko Tsuchida (South Orange County) is a Founder/Managing Director of Hito, LLC where they help companies minimize taxes. Yuko was recently featured in California Business Journal about her journey from Japan to the U.S. to Africa. (https://calbizjournal.com/up-close-yuko-tsuchida-founder-of-hito-llc)

Mar 03, 2021

Angela Reddock-Wright on Good Morning America (03/01/21)

On March 1, 2021, Angela Reddock-Wright joined the team at ABC's Good Morning America - GMA - to discuss the Sacramento, California plastic surgeon doctor who operated on his patient while participating in a ZOOM traffic court trial which livestreamed to the public. Reddock-Wright discussed the potential licensing and legal issues raised by the doctor's conduct. Watch the segment here: https://tinyurl.com/wjp37a2u

Mar 03, 2021

Lisa Anderson interviewed on Interlinks Podcast: Supply chain Innovation 2021

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc., discusses her thoughts on the supply chain and logistical challenges that will be encountered as the world stars to roll-out the various COVID vaccines that are being produced. Full story… https://shows.acast.com/patrick-daly-interlinks-podcast/episodes/supply-chain-innovation-in-2021

Mar 03, 2021

Nina Stillman Accredited Estate Planner

Ms. Stillman has been awarded the Accredited Estate Planners designation by the national Association of Estate Planners and Councils.

Mar 02, 2021

Named Partner of Bragalone Olejko Saad PC

Terry Saad earned the honor of becoming a named partner of his law firm, as the firm transitioned to it new name, Bragalone Olejko Saad PC.

Mar 02, 2021

David Ogburn Featured in Webcast Series: "Hindsight Is So 2020": What Lies Ahead Instead?"

David Ogburn (San Ramon 3) was featured in Marcum LLP "Lunch and Learn" Webcast Series: "Hindsight Is So 2020": What Lies Ahead Instead?" in partnership with BNY Mellon Wealth Management during which he shared BNY Mellon's economic and market outlook for 2021. Replay, slide presentation, and other resources can be found here: https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&referrer=httpswcc.on24.com&eventid=2831361&sessionid=1&key=DA48C613B9FC8B0FA30E7565241EB951&regTag=&sourcepage=register

Mar 02, 2021

Heath Goldman joins Angelo on the Business Growth Cafe Podcast

Join Angelo Ponzi and his guest, Heath Goldman, CEO of ICON Wealth and Legacy Partners for insights on the following, plus many more questions. Don't wait to plan...plan for success. https://businessgrowthcafe.podbean.com/e/plan-to-succeed-when-it-comes-to-preserving-wealth-and-your-legacy/

Mar 02, 2021

Published In Forbes

Jodi Daniels is a privacy consultant and Founder/CEO of Red Clover Advisors, one of the few Women’s Business Enterprises focused on privacy. She was recently published in Forbes for this article: Data Privacy Isn’t Just An IT Issue; It’s An Organization-Wide Issue https://www.forbes.com/sites/forbesbusinesscouncil/2021/02/24/data-privacy-isnt-just-an-it-issue-its-an-organization-wide-issue/?sh=5c10554b2761

Mar 02, 2021

RICHARD GOLUBOW AUTHORS UPDATED LOCAL BANKRUPTCY RULES PRACTICE NOTE PUBLISHED BY THOMSON REUTERS

Richard Golubow authored Local Bankruptcy Rules: California (C.D. Cal.), a Practice Note summarizing selected local rules of the US Bankruptcy Court for the Central District of California, originally published by Thomson Reuters in 2018. The Practice Note was recently revised to reflect revisions to the local rules, as well as additional and updated practice points.

Mar 02, 2021

John Grace interview on Mission Matters

Tune in https://www.westlakefinancialadvisors.com/2021/02/19/john-grace-and-his-journey-of-leading-the-investor-market/ as John explains how much understanding our finances and their mindful utilization are essential skills in 2021.

Mar 01, 2021

Angela Reddock-Wright Quoted in SynchronyBank.com Article (02/17/21)

Angela Reddock-Wright was quoted in the Synchrony article, "10 Ways Black Women Can Fight the Persistent Pay Gap." Link to article: https://www.synchronybank.com/blog/millie/black-women-fight-pay-gap/?UISCode=0000000

Feb 25, 2021

Rufus Rhoades, Esq. Participates in Panel Discussion: U.S. Tax Treatment of Gifts and Inheritances From Nonresidents

On Tuesday, February 16, 2021, Rufus participated in a webinar panel discussing issues for trusts and estates counsel for gifts of U.S. assets by nonresident aliens, focusing on relevant tax rules and potential estate planning pitfalls and opportunities. The panel also outlined and analyzed hypothetical estate planning scenarios and offered effective planning techniques for counsel. Webinar is available for download at: https://www.straffordpub.com/products/u-s-tax-treatment-of-gifts-and-inheritances-from-nonresidents-2021-02-16

Feb 25, 2021

RICHARD GOLUBOW TOP RATED BANKRUPTCY ATTORNEY BY MARTINDALE-HUBBELL FOR 17th YEAR IN A ROW

Richard H. Golubow, a founder and the managing partner of Winthrop Golubow Hollander, LLP, a premier bankruptcy, insolvency and financial restructuring law firm located in Newport Beach, California, was rated “AV Preeminent” (5.0 out of 5.0) by Martindale-Hubbell® for the 17th year in a row.

Feb 22, 2021

New Appellate Podcast Episode on Bonds and Stays

Appellate attorney Tim Kowal (CSM) and co-host Jeff Lewis talk about appellate bonds and stays and other recent news from the California courts. The new episode of the California Appellate Law Podcast is out now at https://tvalaw.com/publication/appellate-bonds-and-stays-the-cal-appellate-law-podcast-ep-7. All episodes of the California Appellate Law Podcast are available at www.CALPodcast.com.

Feb 22, 2021

Lisa Anderson quoted in SelectHub

Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP was quoted in “ERP Justification: How to Help Stakeholders Understand ERP System Benefits”. Full Story… ERP Justification | How To Help Others Understand ERP System Benefits (selecthub.com)

Feb 17, 2021

Cameo Roberson, Freelance Contributor - US News & World Report

Freelance contributor for US News & World Report, Financial Advisor Practice Management Section. https://money.usnews.com/financial-advisors/articles/5-questions-to-ask-when-hiring-a-compliance-firm

Feb 17, 2021

Certified Coach by the Accelerating Coach Excellence / WBECS

In addition to being a professionally trained EOS™ Implementer (7.5 years), a Kolbe™ Certified Consultant (5 years) and a Predictive Index™ Certified Partner (5 years), Sergiu recently became a Certified Coach by the Accelerating Coach Excellence organization (ACE) run by David Peterson, former Head Executive Coach for Google, and David Goldsmith, co-founder of the International Coaching Federation. http://GetBusinessMomentum.com/LetsConnect

Feb 17, 2021

Loreen recognized on the Forbes 2021 Best-In-State Wealth Advisors list

Read more about how Loreen was nominated, interviewed, and assigned a ranking on the Forbes 2021 Best-In-State Wealth Advisors list: https://www.forbes.com/best-in-state-wealth-advisors/#5ce24acb291d

Feb 12, 2021

Attorney Pastori Re-Appointed to the Adjunct Faculty at UNH School of Law

Terri Pastori, co-managing partner at Pastori | Krans law firm, has been re-appointed to the adjunct faculty at the University of New Hampshire School of Law teaching employment law during the Spring 2021 semester with Attorney Lauren Irwin of Upton Hatfield.

Feb 12, 2021

Lisa Anderson quoted in SAP Insights

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, President of LMA Consulting Group Inc., was quoted in “For Resilient Supply Chains, Think Local.” Full Story… https://insights.sap.com/for-resilient-supply-chains-think-local/

Feb 12, 2021

Juan Ros, CFP®, Presents to Financial Planners on Philanthropy

Juan Ros, CFP®, was the presenter at the Financial Planning Association's Business Success Knowledge Circle on February 9. Juan's presentation, "Making Philanthropy a Part of Your Planning Practice," outlined how financial advisors can incorporate charitable planning to set themselves apart among clients and prospects. In his own advisory practice, Juan leverages his prior 11-year career as a non-profit gift planner to advise clients on how best to meet philanthropic and financial goals. https://www.dropbox.com/s/7v1gbwlsm52lyum/Forum%20Financial%20Management_Making%20Philanthropy%20a%20Part%20of%20Your%20FP%20Practice_FINAL.pdf?dl=0

Feb 11, 2021

Angela Reddock-Wright Named 2021 Southern California Super Lawyer

Congratulations to Angela Reddock-Wright who has been recognized as a 2021 Southern California Super Lawyer by the publishers of Los Angeles Magazine. Reddock-Wright has been named a Southern California Super Lawyer each year since 2011, and in 2018 and 2019, was named one of Southern California's Top 50 Women Attorneys.

Feb 11, 2021

Joe Adams Featured By Global Think Tank "The Digital Economist"

The Digital Economist is a global think tank focused “to be a driver in technological convergence, because technology is an enabler and our collective power to steer it towards human and planetary betterment is only answer to the most urgent needs of the hour.” ProVisors member Joe Adams will be joining them on February 26th to provide an update on U.S. immigration policy and discuss global migration more broadly.

Feb 08, 2021

Carisa Ferrer Named Managing Partner at Kirsch Kohn & Bridge CPAs

KKB is proud to announce that Carisa Ferrer is the Firm's new Managing Partner. Carisa joined KKB in 2006, and previously led the Firm’s Audit and Accounting practice. Carisa is KKB’s first female Managing Partner in the Firm’s 60-year history. Carisa will accept the reins from Stuart Jaffe, who will continue in his active role as senior partner in the Firm.

Feb 08, 2021

Super Lawyer

Scott Williams is proud to have been recognized as a "Super Lawyer" for the first time. He has esteemed company among his fellow ProVisors members and is honored to join their ranks.

Feb 08, 2021

Commissioned to speak at the NY Public Library

Donna Rustigian Mac has been chosen to speak on International Women's Day (March 8) for the NY Public Library. Donna, who has had a 40 year career in communications including 25 years in the media will speak on the topic of Overcoming Communication Barriers for All. https://www.nypl.org/events/programs/2021/03/08/healthy-human-communication-evolution-styles-and-skills-overcome

Feb 03, 2021

Janice Miller SuperLawyer 2021

Recognized again as Southern California SuperLawyer. See for specifics https://www.linkedin.com/feed/update/urn:li:activity:6760298461716975616/?commentUrn=urnlicomment(activity67602953617320796166760298420331790336)

Feb 03, 2021

Michael Caroff Produces Music Video Series

To stay active and connected during the moratorium on live music, Michael's band, Savor, created videos for 3 of their original songs, and a documentary short called "Behind the Camera." The first one has been released. https://youtu.be/7CvnS7zqHmU

Feb 02, 2021

Juan Ros, CFP®, Quoted in MarketWatch.com Article on GameStop Frenzy

Juan Ros, CFP® was quoted in an article published Feb. 1 on MarketWatch.com. The piece discussed the risks of using retirement savings to speculate in the stock market within the context of the recent market mania over GameStop and other Reddit-influenced stock movements. You can read the article here: https://www.marketwatch.com/story/retirement-tip-of-the-week-active-investing-a-reddit-fueled-gamestop-rally-and-your-retirement-savings-11612199469?mod=retirement

Feb 02, 2021

Angela Reddock-Wright/Reddock Law Group Featured in Los Angeles Sentinel (01/21/21)

The Reddock Law Group, founded by Angela Reddock-Wright, was featured in the Los Angeles Sentinel, the nation's largest African-American owned newspaper, for the firm's labor compliance work with the Los Angeles World Airports - LAX on its multi-billion-dollar LAMP construction and infrastructure project, which includes the building of the Automated People Mover and the Consolidated Rental Car Facility. tinyurl.com/2xbngfr9

Jan 30, 2021

Doron M. Tisser, Esq named Super Lawyer for 2021

Doron M. Tisser, Esq., of Tisser Law Group, APC, is proud to announce that he has received the distinction of being named a Super Lawyer for 2021 in the field of estate planning by his peers. Doron is a Certified Specialist in Estate Planning, Trust and Probate Law, as well as a Certified Specialist in Taxation Law, as certified by the California State Bar Board of Legal Specialization, and has been named to Best Lawyers in America.

Jan 28, 2021

Loreen Gilbert on Bloomberg Radio

Listen to Loreen's recent interview discussing her market outlook with Bryan Curtis and Rishaad Salamat on Bloomberg Daybreak Asia: https://urldefense.com/v3/__https://www.bloomberg.com/news/audio/2021-01-14/loreen-gilbert-on-the-markets-radio__;!!Cz2fjcuE!zMwo8MljjjpxCZ0zkcYhqnI6fuQJAHzhN6MrFvK1DeAOqaZst5N7tO72Zy-ynZ2KrJFu4GkF$

Jan 28, 2021

Angela Reddock-Wright was a Guest on NBC-4 News (01/21/21)

On January 21, 2021, Angela Reddock-Wright was a guest on NBC-4 News to discuss diversity in President Biden's administration and the potential impact on the larger American workforce. To view the segment: https://youtu.be/KuHQb5e9sec

Jan 28, 2021

Richard Golubow Best Lawyers in America® and Orange County Super Lawyers® 2021

Richard H. Golubow has been selected by his peers for inclusion in the 27th Edition of The Best Lawyers in America®. He is recognized in the fields of Bankruptcy and Creditor Debtor Rights/Insolvency and Reorganization Law. He has also been selected by his peers as a 2021 Southern California Super Lawyer and for the 5th year in a row a “Top 50” Orange County Super Lawyer for Bankruptcy Law.

Jan 28, 2021

Douglas J. Wolf Super Lawyer 2021

Pleased to announce that Douglas J. Wolf has once again been designated a Super Lawyer for 2021 in the field of family law. Douglas has been an attorney licensed to practice before all courts for over 40 years and prides himself in providing his clients with “Divorce with Dignity”.

Jan 27, 2021

New Sexual Assault Claims Filed Against Archdiocese of Chicago

The Law Offices of Eugene Hollander represent the two brothers who have come forward and accused prominent priest, Michael Pfleger, of sexually abusing them. The men, who are now in their 60s, claim that Pfleger sexually assaulted them initially at Precious Blood Church, and then later at Our Lady of Perpetual Help and St. Sabina. The brothers claim that the assaults began when they were 12 or 13 and went on for years. Our office has submitted claims on their behalf to the Archdiocese of Chicago.

Jan 27, 2021

Fred Thiagarajah Super Lawyer

Fred Thiagarajah has been selected as a Super Lawyer in criminal defense for the sixth year in a row. Fred is the founder and principal attorney for Right Choice Law - a firm of former prosecutors all dedicated to criminal defense.

Jan 27, 2021

Loreen Gilbert appears on Bloomberg TV

Watch Loreen Gilbert's recent appearance on Bloomberg TV: https://urldefense.com/v3/__https://vimeo.com/500610113__;!!Cz2fjcuE!zMwo8MljjjpxCZ0zkcYhqnI6fuQJAHzhN6MrFvK1DeAOqaZst5N7tO72Zy-ynZ2KrLwNIObe$

Jan 27, 2021

Brian Hogan - Recent Transaction

Brian's firm recently served as seller's counsel in a successful transaction for the sale of Mission Flavors & Fragrances, Inc., a California flavor manufacturer, to T. Hasegawa U.S.A. Inc., in a deal that featured a 9 figure purchase price, representing 5x earnings and approximately 17x EBITDA.

Jan 26, 2021

Angela Reddock-Wright Named Among 2021's ‘Minority Leaders of Influence: Attorneys’ by Los Angeles Business Journal

Congratulations to Angela Reddock-Wright who was named among 2021's "Minority Leaders of Influence: Attorneys" by the Los Angeles Business Journal on January 25, 2021. The list "highlights stellar minority attorneys who are considered to be particularly impactful on the legal scene, while serving as trusted advisors, along with maintaining the highest professional and ethical standards." Reddock-Wright has been named to this same list for several years in the past.

Jan 26, 2021

Loreen Gilbert on Investor's Business Daily

Loreen is featured in Investor's Business Daily article, Advisors Guide Clients To Save Money And Shop Smart For Insurance: https://urldefense.com/v3/__https://www.investors.com/financial-advisors/insurance-help-clients-save-money-shop-smart-for-needed-protection/__;!!Cz2fjcuE!zMwo8MljjjpxCZ0zkcYhqnI6fuQJAHzhN6MrFvK1DeAOqaZst5N7tO72Zy-ynZ2KrF0yIzyn$

Jan 26, 2021

Adam M. Greely Named Partner at Vogt, Resnick & Sherak, LLP

Vogt, Resnick & Sherak, LLP is pleased to announce that Adam M. Greely has been named a partner. Adam has over 25 years of experience as a business litigator. He has been with VRS since 2016, and has made significant contributions to the firm and its clients. Adam’s practice includes Commercial and Business Litigation, Commercial Landlord-Tenant Representation, Real Estate Litigation, and Creditor’s Rights and Collections. Adam is responsible for the

Jan 19, 2021

Jodi Daniels Published In Inc. Magazine

https://www.inc.com/entrepreneurs-organization/6-ways-to-protect-your-data-during-covid-19.html

Jan 19, 2021

Scott Levin Authored a Feature for Mediate.com

Mediate.com published Scott Levin's article titled, The End Game. You don’t have to hate your former spouse after you divorce, nor should you make yourself sick during the divorce process. This article speaks to how quality mediation services can help many of us through this process. ttps://www.mediate.com/articles/levin-end-game.cfm

Jan 19, 2021

Jeff Landau and Team 805 Real Estate Featured in Boss Magazine

https://mag.thebossmagazine.com/html5/reader/production/default.aspx?pubname=&edid=09094438-462d-4e6a-9d76-14dcf3302d0c Jeff Landau and Team 805 are proud to be a featured in Boss Magazine "Best in Class" issue where we discuss Premodeling, 2020 housing trends and what to expect in 2021.

Jan 19, 2021

Jodi Daniels Published In Forbes

https://www.forbes.com/sites/forbesbusinesscouncil/2021/12/28/consumer-trust-is-the-new-social-activism/?sh=3f830bc361a4

Jan 19, 2021

Warren Rutherford Top 10 Talent Management Consulting/Service Companies for 2020.

The Executive Suite was recently recognized by HR Tech Outlook at as one of the top 10 Talent Management Consulting/Service Companies for 2020

Jan 12, 2021

Attorney Pastori Re-Appointed to Adjunct Faculty at UNH School of Law

Attorney Terri Pastori, co-managing partner at Pastori Krans, PLLC, has been re-appointed to the adjunct faculty at the University of New Hampshire School of Law teaching employment law during the Spring 2021 semester with Attorney Lauren Irwin of Upton Hatfield.

Jan 12, 2021

Angela Reddock-Wright Was A Guest On Larry Mantle's Airtalk 89.3 Radio Show

On Tuesday, January 5, 2021, Angela Reddock-Wright was a guest on Larry Mantle's Airtalk 89.3 radio to discuss 2021 California Employment Laws. Hyperlink: https://www.scpr.org/programs/airtalk/2021/01/05/66390/many-of-california-s-new-laws-in-2021-deal-with-em/

Jan 12, 2021

Gary Sussman CFP® Certification

Pleased to announce that Gary Sussman completed his CFP® certification in December 2020. He has always been committed to working with his clients' best interest, this certification reinforces that commitment to both his clients and the profession.

Jan 12, 2021

Greg Elias - Think, LLP Acquires Black Line Group

NEWPORT BEACH, Calif., Jan. 11, 2021 /PRNewswire/ -- Think, LLP ("Think") announced today that it has acquired Black Line Group, a specialty tax services firm based in Minneapolis, MN which provides Research & Development ("R&D") Tax Credit Services in the United States. With this transaction, Black Line Group joins Think's family of companies. The Black Line Group name, leadership team, and all employees will continue to operate business as normal.

Jan 08, 2021

Loreen Gilbert on WealthManagement.com

Loreen featured in Nineteen Predictions for Wealth Management in 2021: https://www.wealthmanagement.com/industry/nineteen-predictions-wealth-management-2021/gallery?slide=7

Jan 04, 2021

Loreen Gilbert on Bankrate

Loreen is featured in the Bankrate article Top 11 financial New Year's resolutions and how to fulfill them: https://www.bankrate.com/banking/top-financial-new-years-resolutions/

Jan 04, 2021

Angela Reddock-Wright Discusses 'New Laws for COVID-19 & the Workplace' on ABC 7 News

Angela Reddock-Wright was a guest on ABC 7 News, with anchor Phillip Palmer, to discuss the new federal and California state employment laws. The New Year's Day segment focused on new COVID-19 laws related to the workplace, COVID-19 vaccinations and the workplace, and sick and leave laws. View the segment here: https://youtu.be/5L_g2gIWF44

Jan 04, 2021

Lisa Anderson Interviewed by NS Packaging

Lisa Anderson, MBA, CSCP, CLTD, President of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP discusses why it’s a good idea to use existing networks in “How is the Covid-19 Pfizer/BioNTech vaccine being distributed?” Full Story… https://www.nspackaging.com/analysis/covid-19-pfizer-vaccine-distributed/

Jan 04, 2021

Loreen Gilbert recognized in L.A. Times

Loreen Gilbert wins KX FM's Silver Tongue Award for raising $8000 for the radio station: https://www.latimes.com/socal/daily-pilot/news/story/2020-12-11/around-town-huntington-beach-drive-through-holiday-gift-event-for-the-needy

Jan 04, 2021

Lorein Brightwell's PLB Resources 3rd Annual Labor Law Update

Irvine Concourse, ProVisors members Stephanie Stringer, Associate at Hall Griffin Law Firm and her professional colleague John Cone, Of Counsel also at Hall Griffin, along with Rob Welbourn, CRIS of the Wooditch Company will be the esteemed speakers and the PLB Resources 3rd Annual Labor Law Update, Thursday, January 14, 2021. For more information www.plbresources.com.

Jan 04, 2021

Loreen Gilbert on Yahoo! Finance

WealthWise's Loreen Gilbert on her end of year market outlook: ttps://money.yahoo.com/video/wealthwises-loreen-gilbert-her-end-223705719.html

Jan 04, 2021

Angela Reddock-Wright Quoted in Fox News Article on Lori Loughlin's Future After Prison (12/28/20)

Angela Reddock-Wright was interviewed by Fox News for her expert commentary on actor Lori Loughlin's future, in terms of work and her career, after being released from prison for her part in the college admissions scandal. Can she make a comeback and redeem her reputation? Read the 12/28/20 article, with Reddock-Wright's comments, to find out: https://www.foxnews.com/entertainment/whats-next-lori-loughlin-after-prison

Dec 28, 2020

What are your grateful for? Leilani Quiray and Joe Martin featured on the Business Growth Cafe Podcast.

https://businessgrowthcafe.podbean.com/e/what-are-you-grateful-for-in-these-troubling-times/ Most, if not all, people can't wait for 2020 to be over. We all know someone who has been hurt by this pandemic. Today, in this podcast, Leilani and Joe explore the power of positivity. To find light in the darkness they ask that you dig deep to find something that you are grateful for and seek words of inspiration for the world for the coming year.

Dec 28, 2020

Angela Reddock-Wright Discusses 'Covid-19 vaccinations and the workplace' on Good Day LA-Fox11 News (12/17/20)

Angela Reddock-Wright was a guest on Good Day LA-Fox11 News with host Michaela Pereria, to discuss Covid-19 vaccinations and the workplace. Can employers require employees to take the COVID-19 vaccine in order to continue working or to return to work? Can employees refuse to take the vaccine? Watch the 12/17/20 segment to find out: https://www.youtube.com/watch?v=Ff1U1P8BcXk

Dec 28, 2020

Bubbles are Beautiful Until the Burst Happens-John Grace, Wave Publications Columnist

Do You See What I See? Here's what I see that may be baked into the 2021 cake. Ladies & gentlemen, put your tray tables in the upright and locked positions... http://wavepublication.com/bubbles-are-beautiful-until-the-burst-happens/

Dec 28, 2020

New Trademark Article Published

The Daily Journal published Josh Eichenstein's new article on whether companies can use third-party trademarks on their websites. https://dailyjournal.com/mcle/859-can-businesses-use-third-party-trademarks-on-their-websites

Dec 28, 2020

New Appellate Podcast Episode on Bonds and Stays

Appellate attorney Tim Kowal (CSM) and co-host Jeff Lewis talk about bonds and stays during appeal, whether or when courts will resume in-person oral arguments, the perennial favorite topic of appellate sanctions, and other recent news from the California courts. The new episode of the California Appellate Law Podcast is out Monday 12/21 at www.CALPodcast.com.

Dec 22, 2020

NEVILLE JOHNSON INTERVIEWED

Here is a podcast of Neville being interviewed about his career and entertainment law at my alma mater, Southwestern Law School. https://anchor.fm/bemli

Dec 22, 2020

Loreen Gilbert on Bankrate.com

Loreen Gilbert was recently featured in an article with Bankrate discussing how to fulfill the top 11 financial New Year's resolutions! Read it here: https://hubs.li/H0CQj4l0

Dec 20, 2020

Angela Reddock-Wright Discusses 'COVID-19 Vaccinations and the Workplace' on NBC4 News (12/9/20)

On December 9, 2020, Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West and the Founding and Managing Partner of the Reddock Law Group, was a guest on NBC-4 News with anchors Colleen Williams and Chuck Henry, to discuss COVID-19 vaccinations and the workplace. Can employers require employees to take the COVID-19 vaccine in order to continue working or to return to work? Can employees refuse to take the vaccine? Watch the segment to find out! https://www.youtube.com/watch?v=rhJZvx7ouEc&t=4s

Dec 16, 2020

John Grace on TD Ameritrade Describing the Gift That Keeps on Giving

While there are over 263,000 financial advisors in the U.S., I am aware of only one who is giving the gift that keeps on giving to Essential Workers, https://www.westlakefinancialadvisors.com/2020/09/02/interview-with-td-ameritrades-market-overtime-2/

Dec 11, 2020

John Grace's New Book, "Making Finance Make Sense: Striving to Win"

Planning your financial future can be overwhelming, and answering life’s scary questions will ordinarily stop most before they start. We recognize that running out of money in retirement, maintaining economic freedom, or providing for loved ones is a part of life’s stressful summaries. Investing without risk is impossible. However, it is possible to diminish uncertainty by determining acceptable upside and downside risk. In this book, you will discover how to make finance make sense so you can confidently plan for your future.

Dec 11, 2020

Business Coach, Cameo Roberson Profiled in Investor's Business Daily

Cameo Roberson, Founder of Atlas Park Consulting & Finance was interviewed in Investor's Business Daily discussing ways Financial Advisors can strengthen client outreach, tighten operational efficiency and boost team morale within the firm. Read the article here: https://www.investors.com/financial-advisors/financial-advisor-client-retention-superior-results-start-surveying-customers/

Dec 10, 2020

Discussing the U.S. Economy Post Election with Canadian Passive Investing Academy

https://www.westlakefinancialadvisors.com/2020/12/03/discussing-the-u-s-economy-post-election-2020-with-canadian-passive-investing-academy/ John Grace answers the hosts' questions on the market post election, the fate of residential real estate, and reminds us that all bubbles burst. 100% of the time.

Dec 09, 2020

Joe Martin Guest on the Business Growth Cafe Podcast

Joe Martin, Author, TEDx speaker, and creative agency owner talks about his new book and process called 6 Week Cycles. Joe and Angelo Ponzi discuss how to change the way we think when it comes to time and what to do with it. Including a little time travel! You'll have to listen to figure out what the heck we mean! https://businessgrowthcafe.podbean.com/e/spend-more-time-on-yourself-family-friends-and-in-your-community-using-6-week-cycles/

Dec 09, 2020

Amy M. Stewart Named to Lawdragon 500 Leading U.S. Corporate Employment Lawyers

Amy M. Stewart, a Dallas-based lawyer and Founding Partner of Stewart Law Group PLLC, has been named to the 2020 Lawdragon 500 Leading U.S. Corporate Employment Lawyers list. The firm is the only minority and woman-owned law firm in Dallas that focuses on areas of general civil litigation, labor and employment, contracts, product liability, arbitrations, personal injury, and insurance defense.

Dec 09, 2020

Bill Saleebey Publishes Book

LOS ANGELES, California – The COVID-19 pandemic has ushered in a brave new era of digital interaction, forcing society to quickly adapt. In his new book, networking guru Dr. William “Bill” Saleebey, (Sherman Oaks 1 and Downtown LA 3) offers a roadmap for businesses and professionals on how to survive and thrive in the age of Zoom. Titled Networking in the Virtual Age: Connecting with No Limits, Dr. Saleebey draws on decades of experience as a business networking consultant and trainer - along with first-hand observation, expert research and COVID-era case studies - to provide a clear blueprint.

Dec 09, 2020

David Monks and Catherine Mattice Discuss CA Legal Updates

Join David Monks from Fisher Phillips and Catherine Mattice from Civility Partners as they discuss what CA employers need to focus on right now to reduce risk. https://www.linkedin.com/video/live/urn:li:ugcPost:6740315852970840065/

Dec 09, 2020

Successful Criminal Case Resolution Written Up in the Beverly Hills Currier

Eisner Gorin LLP, Criminal Defense firm gets Burglary and Hate Crimes dismissed with successful case resolution. https://beverlyhillscourier.com/2020/11/27/nessah-vandal-sentenced/

Dec 02, 2020

NEVILLE JOHNSON CLASS ACTION FOR ACTORS AGAINST SAG-AFTRA

Neville Johnson of Johnson & Johnson filed a class action against the SAG-AFTRA Health Fund for actors who are being denied health benefits. https://www.hollywoodreporter.com/thr-esq/sag-aftra-facing-class-action-complaint-over-cuts-to-insurance-coverage

Dec 02, 2020

Lisa Anderson a Panelist at World Manufacturing Forum: Back to the Future: Manufacturing Beyond COVID-19 Pandemic

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, President of LMA Consulting Group Inc., discusses the impact, reaction, and lessons learned in relation to manufacturing during COVID-19 Pandemic and looking to the future. Full story… https://worldmanufacturing.org/activities/forum-2020/back-to-the-future/

Dec 02, 2020

Matthew Berger Selected As A Super Lawyer For Third Consecutive Year

Matthew Berger of the Matthew I. Berger Law Group in Santa Barbara has been selected as a Super Lawyer for the third consecutive year in the Entertainment and Sports Law category. Matthew also continues to serve as the chair of the California Lawyers Association Entertainment and Sports Interest Group in the Intellectual Property Section.

Dec 01, 2020

U.S. News - Best Lawyers® Names Reddock Law Group a 2021 "Best Law Firm®"

The 2021 U.S. News - Best Lawyers® "Best Law Firms" list is out and Reddock Law Group is thrilled to announce that we have been included on this prestigious list for employment and labor law. As a dispute resolution firm (mediation, arbitration and investigations), we are happy to be included in the substantive law area where our practice focuses primarily.

Dec 01, 2020

Ann Badmus Receives United Nations Day Global Leadership Award

Ann Massey Badmus, a Dallas-based immigration attorney and founder of Badmus & Associates, recently received the 2020 Global Leadership Award fromThe Dallas Chapter of the United Nations Association (UNA) for her leadership in the organization's sustainable development goal (SDG) of reducing inequalities. To honor the founding ideals articulated in the United Nations Charter, the award honoros North Texans who have contributed to a more safe, equitable and sustainable world.

Dec 01, 2020

Catherine Mattice Published in Journal of Applied Communication Research

Targets of workplace bullying suffer mental and physical consequences of repeated abuse, while organizations experience diminished productivity, increased turnover, and bottom-line impacts. At the invitation of the editor to convene a diverse panel of experts on workplace bullying, seven scholars - including ProVisors member Catherine Mattice - responded to questions around the issues of bystander intervention; the relationship between marginalized identities and workplace bullying; and more. https://www.tandfonline.com/doi/full/10.1080/00909882.2020.1830148

Dec 01, 2020

Loreen Gilbert Appears on BBC World News

On November 25th, Loreen talks about the market transition since the election on BBC World News: https://www.youtube.com/watch?v=SE_dS_aEIsQ&feature=youtu.be

Dec 01, 2020

Lisa Anderson Quoted in Intelex Technologies

Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP is quoted in the article “Supply Chain Resiliency in a Pandemic World”. Full Story… https://www.lma-consultinggroup.com/wp-content/uploads/Supply_Chain_Resiliency_IR.pdf

Dec 01, 2020

"Making Finance Make Sense: Striving to Win" New Book by John Grace

Check out the interview on my book, https://podcasts.apple.com/us/podcast/ideas-impact-experts-share-3-big-ideas-to-transform/id894467185?mt=2 You can use your smartphone QR code scanner to use the Financial and Insurance calculators!

Nov 24, 2020

Gene Hollander Files Lawsuit Alleging Institutional Racism Against Minooka Community High School District 111

The Law Offices of Eugene K. Hollander filed suit on November 23, 2020 alleging that Minooka Community High School District 111 fostered an atmosphere of racial hostility on behalf of his client, Stanley Fabian. Fabian alleged that he was subjected to numerous racial taunts and that racism at the school went as far back as 1987.

Nov 23, 2020

'Market Loves a Divided Government' by John Grace, Wave Publications Columnist

While there is a great disconnect between Wall Street and Main Street, the stock market prefers a dividend Washington, DC. http://wavepublication.com/stock-market-loves-a-divided-government/

Nov 23, 2020

Inc Magazine Features CEO + Founder of Red Clover Advisors, Jodi Daniels

6 Ways to Protect Your Data During Covid-19Being privacy-friendly is crucial to your business and customer relationships, but what steps can you take to ensure you have the right protection? https://www.inc.com/entrepreneurs-organization/6-ways-to-protect-your-data-during-covid-19.html

Nov 23, 2020

SFBJ: FREE Financial Planning for Essential Workers

San Fernando Business Journal: Since front line workers do so much to keep us healthy and get so little in return, Investor's Advantage Corp. is providing FREE financial planning to all essential workers. Now essential workers can plan their financial success at no cost. https://www.sfvbj.com/news/2020/nov/09/pandemic-workers-need-money-plan/

Nov 23, 2020

Rufus Rhoades Hosts Webinar with Chinese American CPA Association

On Friday, November 13, 2020, Rufus hosted a webinar with the Chinese American CPA Association discussing how to complete Form 5471, when Form 965 is due, and some of the ins and outs of foreign tax credits.

Nov 23, 2020

Gideon Grunfeld Speaks at Exit Planning Institute

On November 12, 2020, Gideon Grunfeld spoke at the EPI Greater Los Angeles Chapter meeting discussing a range of marketing tips and strategies specifically designed for exit planning advisors.

Nov 23, 2020

Anne Laguzza, CEO of The Works Consulting, Interviewed on BizQuik Podcast

Anne Laguzza, CEO of The Works Consulting, was interviewed on BizQuik Podcast. Anne shares key aspects small business owners need to know about Human Resources, addresses the correlation between good leadership and HR, and explains how HR support can actually be an asset to your business. Listen to the full episode here: https://bit.ly/BizQuikPodcastInterviewWithAnneLaguzza

Nov 20, 2020

Angela J. Reddock-Wright Listed Among Los Angeles Business Journal's Leaders in Law Nominees (11-16-20)

Angela Reddock-Wright is listed among the Los Angeles Business Journal's 2020 Leaders in Law Nominees. Angela is honored to be named among so many who have distinguished themselves in the practice of law. Link to the LABJ Leaders in Law PDF: https://www.cbjonline.com/a2labj/supplements/LIL_20201116.pdf. Congratulations to all of the nominees! To see information about Angela, please go to pages 20 and 25.

Nov 20, 2020

Jodi Daniels Podcast Launch

Jodi Daniels, CEO and Founder of Red Clover Advisors launched her own podcast with husband, Justin Daniels, cybersecurity expert and corporate lawyer. The podcast, She Said Privacy, He Said Security, is witty, intriguing and informational. Each week they dive into a new way of working with data—going beyond compliance to discuss privacy-friendly strategies that build trust with customers.

Nov 18, 2020

New Case Study Published

Carl White recently had a case study published focused on marketing results for a client on a national website. Working together with this client, Carl was able to more than double the client's total number of reviews and raise their overall rating. Now the client is first in their area and continues to use Carl's services. Here's the case study: https://blog.grade.us/marketvisory-group-case-study/

Nov 18, 2020

Lisa Anderson Interviewed by Harvard Business Review Analytic Services

Lisa Anderson, MBA, CSCP, CLTD, President of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP discusses enhanced security and compliance in “Drive Agility and Innovation with ERP in the Cloud” Full Story… https://hbr.org/sponsored/2020/08/drive-agility-and-innovation-with-erp-in-the-cloud

Nov 17, 2020

2020 Leaders In Law Finalist

Rodney J. Hatley, J.D., LL.M. estate planning attorney was recognized and honored as one of the San Diego Business Journal’s Finalists in its 2nd Leaders in Law Awards. The designation was based on the judging panel’s review of an attorney’s accomplishments and community involvement.

Nov 17, 2020

Craig Muller Awarded 5 Star Professional 11 Years In a Row

Craig Muller from Irvine Spectrum (ISP), was awarded the 5 Star Mortgage Professional Award for the 11th year in a row. This award recognized the top Mortgage Professionals in Orange County.

Nov 17, 2020

Juan Ros, CFP®, Earns Business Value Growth Designation

Juan Ros, CFP®, financial advisor with Forum Financial Management, has earned the Certified Value Growth Advisor (CVGA) designation offered by Corporate Value Metrics, LLC. As a CVGA, Juan can assess the quality of a business across eight functional areas and assist the business owner in increasing the value of his or her business by bringing the eight functional areas into balance and alignment.

Nov 16, 2020

Preservation Massachusetts Paul & Niki Tsongas Award for Abbot Mill Renovation in Westford, MA

Congratulations to Barry Ganek for receiving the The Tsongas Award. The award is Preservation Massachusetts highest honor, honoring people and projects that have displayed the highest level of commitment to historic preservation in the Commonwealth.

Nov 16, 2020

NEVILLE JOHNSON INTERVIEWED NOV 17

Southwestern Law School interviews Neville Johnson at 7:30 Nov 17. It's free. https://www.swlaw.edu/curriculum/biederman-entertainment-media-law-institute

Nov 16, 2020

Angela Reddock-Wright Participates in Panel on Civility in the Legal Profession (10/14/20)

On Saturday, November 14, 2020, Angela Reddock-Wright participated in a panel titled, "Is Civility Enough: A Practical, Frank and Elevated Dialogue on Civility, Diversity and Inclusion," put on by the College of Employment and Labor Lawyers. For more information on civility in the legal profession, check out the ABA Model Litigation Guidelines here: https://tinyurl.com/y3jpy27v

Nov 16, 2020

Cybersecurity Book "On Thin Ice" To Be Published on November 19, 2020

With "On Thin Ice", Craig Pollack is one of a number of Cyber Security Professionals who've come together to share our proven strategies to help business owners proactively address ongoing security threats to their businesses. While the book focuses on a number of different areas within the cyber security vein, Craig's specific chapter is titled "How to Avoid Being Held Ransom" which provides the layers needed to effectively protect any business from this threat.

Nov 13, 2020

Listen to Loreen Gilbert Discuss the Markets on Bloomberg

Loreen Gilbert joins Rishaad Salamat and Bryan Curtis to discuss the latest on the markets on Bloomberg Daybreak Asia: https://urldefense.com/v3/__https:/www.bloomberg.com/news/audio/2020-11-11/loreen-gilbert-on-the-markets-radio__;!!Cz2fjcuE!11S5JeHHuZ5rCsRJQS6UAFUBPCXD8V8F2VbWxMGf0st3abj4jpPr94mpF8ZZF8VntFqrBrN7$

Nov 13, 2020

Anne Laguzza, CEO of The Works Consulting, Interviewed on Hustle The Day Podcast

Anne Laguzza, CEO of The Works Consulting, which provides human resources management, leadership development and performance coaching, was interviewed on Hustle The Day podcast. Anne shares how she launched her business, why paying it forward is a core value, and what she does to help leaders be successful. Click here to listen to the full episode: https://podcasts.apple.com/us/podcast/passionate-about-leadership-anne-laguzza-works-consulting/id1488163404?i=1000496242267

Nov 13, 2020

Scott Levin Authored a Feature for Mediate.com

Scott Levin contributed an article to Mediate.com about whether a litigator can be as effective a mediator as a full time PeaceKeeper. https://www.mediate.com/articles/levin-litigator-mediator.cfm

Nov 13, 2020

Forbes Article on AI

If you're interested in AI, please read Glenn Gow's latest article in Forbes: How AI Can Go Terribly Wrong: 5 Biases That Create Failure https://www.forbes.com/sites/glenngow/2020/11/09/how-ai-can-go-terribly-wrong-5-biases-that-create-failure/?sh=66d56e605b87

Nov 13, 2020

Jason Rosen Published Article Regarding Benefits of Online Mediation

Grateful to CLM Alliance (Claims and Litigation Management Alliance) for publishing this article (authored with the amazing Caryn Siebert) extolling the benefits of Online Mediation for personal injury claims. Now, more than ever, with courts shut down or backlogged for extended periods, and litigation complicated by social distancing, access to convenient and effective online mediation will significantly benefit both sides to personal injury claims and other disputes. https://www.theclm.org/Magazine/articles/lets-settle-this-online/2111

Nov 13, 2020

Esse Law Expands to Texas

After 13 years exclusively practicing corporate and securities law in California, Esse Law has now expanded its practice to Texas as Shaheen Sheik-Sadhal, its founder, has been admitted to the Texas Bar.

Nov 13, 2020

Amy M. Stewart’s ‘Rona Pep Talk Series Recognized with DBA Presidential Citation

Amy M. Stewart, a Dallas-based lawyer and Founding Partner of Stewart Law Group PLLC, has received the Dallas Bar Association’s 2020 Presidential Citation for the ‘Rona Pep Talk webinar series. Since March, Amy has organized and moderated 13 DBA sponsored webinars to discuss various issues affecting the lives of lawyers due to the pandemic. Topics range from race relations in the wake of the George Floyd murder, mental health, work life management for parents, the future of trials, the reopening of law schools, and the plight of our local sports organizations’ legal counsel with COVID.

Nov 13, 2020

Nancy Goodman Nominated for Business Leader of the Year

The Out Georgia Business Alliance has nominated Nancy Goodman as one of five finalist for Business Leader of the Year. This award is given to the LGBTQ+ business leader who has made an outstanding and sustained contribution to their organization, as well as to the OUT Georgia Business Alliance and the LGBTQ+ business community.

Nov 11, 2020

Loreen Gilbert on WealthManagement.com

Loreen Gilbert quoted in "Advisors See Tax, Regulatory Implications of Biden Presidency" article on WealthManagement.com: https://www.wealthmanagement.com/industry/advisors-see-tax-regulatory-implications-biden-presidency

Nov 11, 2020

Angela Reddock-Wright Featured in Los Angeles Daily Journal (10/23/20)

The Daily Journal featured Angela Reddock-Wright's law and mediation practice on the front page of its Verdicts & Settlements section in the article, "Emotional Intelligence: Angela Reddock-Wright establishes trust by being attuned to the impact of her actions."

Nov 11, 2020

John Grace on Yahoo Finance

John talks with Yahoo Finance about the debates, stimulus, the markets, and expected election results. https://www.westlakefinancialadvisors.com/2020/10/23/interview-with-yahoo-finance-9-29-20/

Nov 09, 2020

Read this U.S. News and World Report Article Loreen is Quoted In

Click to view - What Advisors Should Know About Irrevocable Life Insurance Trust: https://money.usnews.com/financial-advisors/articles/what-advisors-should-know-about-irrevocable-life-insurance-trusts

Nov 09, 2020

George Kahn Releases 10th Jazz Album

George Kahn (CC3) has just released his 10th CD. George and his quartet play "Cool Jazz" a la Dave Brubeck and Wes Montgomery.

Nov 09, 2020

Watch Loreen's Latest Appearance on CNBC

Click here to read Loreen's quoted in this CNBC article: Investors are hoping for a clear presidential and Senate election outcome to end the sell-off. https://www.cnbc.com/2020/10/30/investors-are-hoping-for-a-clear-presidential-and-senate-election-outcome-to-end-the-sell-off.html

Nov 09, 2020

Lisa Anderson Featured in Brushware Magazine

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, President of LMA Consulting Group Inc., discusses how the last mile has become the last minute in “Is JIT Dead?” Full story… https://brushwaremag.com/video-lisa-anderson-on-just-in-time-delivery/

Nov 09, 2020

Bob Arzt's Article "Are You Prepared for What's Next appeared in Advisor Today Magazine

Bob Arzt-President of Polaris One, is a business, sales and executive coach who is a frequently published author and expert in time management and organization. His article helps you prepare for a strong finish to the year and a fast start for 2021. Here is the link: https://www.digital.advisortoday.com/advisortoday/0620_november_december_2020/MobilePagedArticle.action?articleId=1635998#articleId1635998

Nov 09, 2020

Silicon Valley Business Journal Woman of Influence 2020

The Silicon Valley Business Journal recognized Soody Tronson among the 100 women selected for its annual Women of Influence awards program. The honorees are leaders in corporations, startups, small businesses, nonprofits, healthcare, education and community services. All of these honorees came from outside nominations and were chosen by a panel of Business Journal edit Link: https://www.bizjournals.com/sanjose/news/2020/05/11/svbj-women-of-influence-2020-honorees.html

Nov 09, 2020

John Grace Interview with Yahoo Finance

John talks about the election, the debates, and the market; https://www.westlakefinancialadvisors.com/2020/10/23/interview-with-yahoo-finance-9-29-20/

Nov 09, 2020

Lisa Anderson Quoted in Compass Magazine

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, President of LMA Consulting Group Inc., discusses how digitally transformed manufacturers stepped into the COVID-19 supply gap in “Agility in a Crisis” Full story… https://compassmag.3ds.com/special-reports/mastering-disruption-with-digital-business-agility/agility-in-a-crisis/

Nov 09, 2020

Henry Kaskov Honored as a 40 Under Forty Recipient!

Henry Kaskov, ASA, was named as a 40 Under Forty Honoree by the National Association of Certified Valuators and Analysts (NACVA) for his contributions to the valuation profession and community! https://www.nacva.com/40underforty

Nov 05, 2020

LaDawn Nandrasy Super Lawyers - Appellate Law

LaDawn Nandrasy Selected to 2020 Super Lawyers - Appellate Law

Nov 05, 2020

Employment and Executive Mobility Attorney Michael Chinitz Selected as 2020 “Super Lawyer” for his 15th Year.

Needham Mass. Group member Michael Chinitz of Chinitz Law LLC has been selected as a 2020 Massachusetts Super Lawyer in the field of employment law. Only 5% of lawyers in Massachusetts are Super Lawyers. Mike’s practice is focused on executive workplace mobility and advocacy, employment law and business litigation. This is the 15th year that Mike has been selected as a Super Lawyer.

Nov 05, 2020

Kevin Tetley Kiwanis Club of Riverside President

Kevin Tetley is the Financial Advisor with Tetley Wealth Group and giving back has always been important to him. He is a 4th generation Kiwanian and just recently became president of his club, Kiwanis Club of Riverside. His father, a passed president, is the one who gave him the Presidential Pin.

Nov 04, 2020

Hollander Law Offices Settles Sexual Abuse Claim for $1.5 Million

A man in his mid-twenties resolved his claim of alleged childhood sexual abuse by Father Daniel McCormack for $1.5 million. The settlement took place after a pre-trial settlement conference was held by the Honorable Elizabeth Budzinski on October 29. The man claimed to have suppressed the memories of abuse during his childhood. Chicago III member Sami Azhari referred the matter to Gene. Gene is also bringing in Chicago III members Arnie Brown and Puneet Cham to assist his client in preserving the settlement proceeds.

Oct 30, 2020

National Law Journal's 2020 IP Trailblazer Award

Robert Plotkin, Founding Partner of Blueshift IP was recognized as an Intellectual Property Trailblazer by The National Law Journal. The Trailblazers series recognizes individuals who are “moving the needle” in intellectual property law in areas including patents.

Oct 30, 2020

Loreen Gilbert featured on Yahoo! Finance

'I think there is more risk to to be out of the market' than being in: WealthWise Financial CEO Loreen Gilbert joins the FInal Round panel to discuss what she predicts will push markets in the future and why investors should weather the volatile market storm. Click here to view: https://money.yahoo.com/think-more-risk-market-being-210334601.html

Oct 30, 2020

Amy M. Stewart Honored with TMCP’s Trailblazer of the Year Award

Amy M. Stewart, a Dallas-based lawyer and Founding Partner of Stewart Law Group PLLC, has been named the 2020 Trailblazer of the Year from the Texas Minority Counsel Program (TMCP).

Oct 30, 2020

Aron Feiles - New Firm Name

Aron Feiles is proud to announce the addition of his name to the firm masthead of Lauer, Georgatos, Covel, Devine & Feiles. Aron has been a shareholder of the firm since 2016. We specialize in income tax services for closely-held businesses, high net worth individuals, and estates and trusts.

Oct 30, 2020

Ron Burkhardt - Managing Director

National law firm, Thompson Coburn LLP, signed a 24,590-square-foot office lease at Hines’ 26-story 10100 Santa Monica Blvd. in Century City. The 10100 space is newly built out to accommodate the growth of the firm’s Los Angeles employee base and meet its office space needs. Ron Burkhardt represented the St. Louis-based tenant. The landlord broker was Eric Lyon at Hines.

Oct 28, 2020

Lawyer of the Year in Family by Best Lawyers

Attorney Pamela A. Peterson was selected as Lawyer of the Year in the practice area of Family Law in Manchester, NH. Attorney Peterson is a partner at Devine, Millimet & Branch, P.A. and works out of their Manchester, NH and Portsmouth, NH offices.

Oct 27, 2020

Catherine Mattice Discusses Workplace Bullying on New Podcast

Catherine Mattice is one of very few true experts on workplace bullying. Listen in to this 30 min podcast as she discusses how it hurts organizations and people and what you can do to stop it. https://open.spotify.com/episode/4cJ3jWXM2XTTEZufvK60mX?si=v18h32xKQ_-NSruVinw9qw

Oct 26, 2020

Multifamily Networking Group Reaches Over 1000 Members

Will Tiao (Glendale 2) and Anthony Vulin (DTLA2) of The Collective Realty have reached a milestone with the 1000th member of the Los Angeles Multifamily Real Estate Networking Group. Will & Anthony founded the group four years ago and have held monthly meetups on topics regarding multifamily investing in Southern California. Multiple Provisor members have been highlighted as guest speakers and the group has become one of the fastest growing real estate groups on Meetup.com. We invite all Provisor members to join at https://www.meetup.com/Los-Angeles-Multifamily-Real-Estate-Networking-Group

Oct 26, 2020

David Monks and Catherine Mattice Discuss Returning to Work on EBI Roundtable

David Monks, employment side attorney at Fisher Phillips, and Catherine Mattice, CEO of Civility Partners, participated in a written roundtable to provide advice on creating confidence in your workforce as they return to work. Roundtable sponsored by EBI, an employment screening company. https://www.ebiinc.com/resources/blog/what-do-employees-need-to-feel-safe-returning-to-work

Oct 26, 2020

Juan Ros, CFP® Presents to XY Planning Network on Charitable Giving

Juan Ros, CFP®, financial advisor with Forum Financial Management in Thousand Oaks, presented a continuing education webinar to the XY Planning Network on October 23. Juan's presentation, "Making Philanthropy a Part of Your Financial Planning Practice," discussed tips and strategies for financial advisors to better incorporate charitable giving advice for clients. XY Planning Network is a platform for fee-only financial advisors who specialize in serving Gen X and Gen Y clients. In his wealth advisory practice, Juan works closely with families and business owners.

Oct 23, 2020

Pejman Yedidsion - Brooks Acordia is now Concept IP LLP (“Concept IP”)

Same people, new name and new look www.ConceptIP.com The Intellectual Property Law Firm For Innovators

Oct 23, 2020

Juan Ros, CFP® Publishes Article for LA Charitable Gift Planners Newsletter

Juan Ros, CFP®, financial advisor with Forum Financial Management in Thousand Oaks, published an article in the October newsletter of the Los Angeles Council of Charitable Gift Planners (LACGP). Juan's article, "The Mindset of the Investor During the Pandemic," discusses how volatile markets may be affecting the mindset of donors.

Oct 22, 2020

Jason Rosen Now A "Certified Online Mediator"

Jason Rosen is now a Certified Online Mediator through Mediate.com. With restrictions on in-person meetings, online mediation is a valuable resource. Certified Online Mediators are vetted for their background and experience, have training specific to online mediation, and receive ongoing updates to keep their practice current. See more about my online mediation practice at https://rosenresolution.com/online-mediation/ or contact me.

Oct 22, 2020

Eric Rose, Founder & President of Pinnacle Product Innovation Podcast Interview

If you're like so many people around the world, you’ve got a great idea for a product. You’ve been dreaming about it, and of course, the world could use it. And, you can’t wait to begin selling it. But how do you get it from an idea to a viable, marketable product? Joining Angelo Ponzi at the Business Growth Cafe is Eric Rose, Founder & President of Pinnacle Product Innovation to discuss how to make that happen. https://businessgrowthcafe.podbean.com/e/taking-youre-product-idea-and-bringing-it-to-market-reality/

Oct 22, 2020

Angela Reddock-Wright Discusses "The California Voting Leave Law" on KTLA 5 News (10/19/20)

On October 19, 2020, Angela Reddock-Wright was a guest on KTLA 5 News to discuss "The California Voting Leave Law", which allows employees to take up to two hours of paid time off on election day to vote. https://ktla.com/morning-news/employment-attorney-angela-reddock-wright-on-employers-duty-to-give-time-off-to-vote/ #Election2020 #VotingMatters #reddockmediation #reddockADR #employmentmediator #JudicateWest #conflictresolution #workplaceconflict

Oct 22, 2020

Amy M. Stewart Named to Super Lawyers List for Fifth Straight Year

Amy M. Stewart, Founding Partner of Stewart Law Group PLLC, has been selected to the annual list of Texas Super Lawyers for her work in business litigation. 2020 marks the fifth straight year Amy has been featured on this list.

Oct 22, 2020

Pastori | Krans Ranks in Business NH Magazine's "Top Women-Led Businesses"

Terri Pastori, managing partner of Pastori | Krans is delighted to announce Pastori | Krans' inclusion in Business NH Magazine’s 2020 list of “NH’s Top Women-Led Businesses” for the second year in a row. Of the 83 businesses included on the list, Pastori | Krans was identified as the 12th fastest growing woman-led business, and is one of only three New Hampshire law firms recognized. The 83 women-led companies generated $5.6 billion in revenue and employ more than 3,700 full-time employees and 1,400 part-time employees in New Hampshire.

Oct 21, 2020

Lisa Anderson Featured in Brushware Magazine

Oct 20, 2020

John Grace's book, "Making Finance Make Sense"

With a calculator for financial planning and another one for insurance planning, John Grace's book, "Making Finance Make Sense" is now available!

Oct 20, 2020

Top 25 Crypto Lawyer - American Crypto Association

The American Crypto Association published its annual list of America's top 25 crypto-lawyers and (for the first time) Gordon Einstein has joined that list. Please see https://www.americancryptoassociation.com/2020/08/15/2020-top-25-crypto-lawyers/ and email

Oct 20, 2020

Angela Reddock-Wright Listed Among Los Angeles Business Journal's Women's Leadership Awards 2020 Nominees

Angela Reddock-Wright is listed among the Los Angeles Business Journal's Women's Leadership Awards 2020 Nominees. Angela is honored to be alongside some strong female leaders.

Oct 20, 2020

SBA Encore Entrepreneur of the Year

Larry Chester, CEO of CFOSimplified and the Illinois District's Encore Entrepreneur of the Year Larry saw the opportunity to create his own job, leveraging his significant entrepreneurial experience into a dynamic business, providing financial services to small and middle market businesses who may not be able to afford or require a full time Chief Financial Officer (CFO).

Oct 20, 2020

John Grace: Surviving & Thriving on An Economic See-Saw Article

“America’s economic see-saw is the most off-kilter in history. Beware of a hard fall for those on top.” Longtime market observers try to grasp situations as early as possible, then explain what they see in terms that are easy to comprehend, http://wavepublication.com/surviving-and-thriving-on-an-economic-see-saw/

Oct 20, 2020

Sarita Jackson Moderates Live Stream Session Connecting U.S. Businesses with Asian Firms

Sarita D. Jackson, Ph.D., member of Riverside ProVisors, collaborated with Cal State San Bernardino, the Small Business Administration, and other key partners as a part of the 2020-21 Global Access Program. Dr. Jackson has served as co-organizer and moderator of this year's session titled, "Virtual Business Matchmaking and Education Series". You can view part two of the series, which focused on fashion/beauty products and retail services in the Philippines, as well as learn about the November 19th event at https://www.facebook.com/CoyotesInternational/videos/1653289278183026/.

Oct 15, 2020

ProVisors Love Story

Laura Bruno, owner of SBL Consulting, Inc. (ProVisors CER & SBAYW Group Leader) and George Hicks, owner of The M&A Brokers (ProVisors M$A3) were originally referred to guest at SBAY by different ProVisors members. That guesting date was Valentine’s Day of 2012. That chance meeting has resulted in them having just been married on 10.10.2020. A wonderful ProVisors love story!

Oct 15, 2020

Tim Colbert & DISCO Receive $60 million in Funding

October 15, 2020 — Legal technology leader DISCO announced a $60 million equity financing, valuing the company at $785 million. Leading the sales & operations efforts for Southern California is ProVisors DTLA1 Group Leader, Tim Colbert. This latest funding brings total investment in DISCO to $195 million, confirms the company’s status as the leader in enterprise legal technology, and establishes the company as a disruptor in the broader cloud computing industry. Tim and his team are beyond excited for this recognition and the future of legal technology.

Oct 15, 2020

For I Am Ruth, a Tribute to RBG Children's Book OUT NOW!!!

Natalie Elisha Gold, a celebrity wealth attorney and women's empowerment advocate has just launched For I Am Ruth, a children's book that all will love (no matter your politics). It is an uplifting and inspiring read for all children. The message: anything is possible if you just believe!

Oct 15, 2020

Forbes Article - 15 Tips To Keep A Growing Business Lean And Save Money

As a member of the Forbes Coaches Council, Rick Itzkowich is a frequent contributor to expert panel articles on business topics. In this Forbes article released October 14, 2020, Rick shared his perspective on the topic of keeping a growing business lean and mean while saving the green. He proposes finding ways to turn fixed costs into variable ones. https://bit.ly/2T0W5Vq

Oct 15, 2020

Lisa Anderson was Quoted by Harvard Business Review Analytic Services

Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP was quoted in “Drive Agility and Innovation with ERP in the Cloud”. Full Story… https://hbr.org/resources/pdfs/comm/microsoft/ERPinthecloud.pdf

Oct 14, 2020

Loreen Gilbert Recognized With Silver Stevie Award in 2020 Stevie Awards for Women in Business

Loreen Gilbert has been named the winner of a Silver Stevie® Award in the Female Entrepreneur of the Year category in the 17th annual Stevie Awards for Women in Business. Read more about this award and Loreen’s accomplishment here: https://www.wealthwisefinancial.com/blog/stevie-award-press-release

Oct 14, 2020

Jodi Daniels of Red Clover Advisors Featured on Medium's Authority Magazine

5 Things You Need To Know To Optimize Your Company's Approach to Data Privacy and Cybersecurity: https://medium.com/authority-magazine/jodi-daniels-of-red-clover-advisors-5-things-you-need-to-know-to-optimize-your-companys-approach-3c3d3a4dc4e4

Oct 14, 2020

Gene Hollander Speaks At NBI School Law Conference

Gene Hollander, a member of Chicago III, spoke at NBI's School Law: Handling Mental Health Issues seminar on October 8, 2020. Gene was requested to speak after settling a sexual assault case against a school district and its special needs cooperative. Gene's client, who had Down's Syndrome and autism, was sexually assaulted by another student at school. The case settled for $1.75 million.

Oct 14, 2020

Mahyar Ghassemian Interviewed on Business Growth Cafe Podcast

Mahyar Ghassemian, Founder & President of Ghassemian Law Group and ProVisors Member is in court with Angelo Ponzi today or rather at the Business Growth Café to discuss a wide variety of topics when it comes to business law. https://businessgrowthcafe.podbean.com/e/when-is-the-last-time-you-had-a-legal-checkup/

Oct 14, 2020

Women of Influence: Accounting

Coral Hansen was named to the Los Angeles Business Journal's 2020 Women of Influence: Accounting. This is her second year in a row to receive this prestigious honor. Coral is a forensic accountant and specializes in engagements involving forensic accounting, litigation support, expert witness testimony, fraud investigations and the investigation, evaluation and quantification of economic damages.

Oct 14, 2020

Steve Donell - California Receivers Forum

Steve Donell, Receiver, is pleased to announce his election to the California Receivers Forum Statewide Board of Directors for 2021-2022.

Oct 14, 2020

Angela Reddock-Wright Quoted in Southern California Record (10/12/20)

Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West, and the Founding and Managing Partner of the Reddock Law Group, was interviewed by Southern California Record for her expert commentary on Judicial Watch's recent lawsuit requesting an injunction that would stop a new state law, AB 979, from requiring corporations headquartered in California to appoint a mandatory number of racial minorities on their board of directors by the end of 2021. Link to article: https://tinyurl.com/y46r2fa8

Oct 14, 2020

Women Creating Change Panel Speaker

Nina N. Ameri, Esq entertainment attorney and Women Creating Change board member was a panelist on the topic "Forming Creative Partnerships in Uncertain Times in the Film and TV Business". The panel discussed forming new partnerships and collaborations in the rapidly changing entertainment industry, the development process and how to adapt to Covid-19 regulations.

Oct 14, 2020

Cameo Roberson Quoted in Wealth Management Magazine

Virtual COO, Business Coach & Operations Strategist, Cameo Roberson, AAMS® (SAM2), Founder of Atlas Park Consulting & Finance was quoted in the article ‘With Social Distancing and Remote Work, Many Advisors Embraced Social Media’. Full Story, click here: https://www.wealthmanagement.com/marketing/social-distancing-and-remote-work-many-advisors-embraced-social-media

Oct 14, 2020

Watch Loreen Gilbert on TD Ameritrade's The Watch List

Click here to view: https://urldefense.com/v3/__https://tdameritradenetwork.com/video/rB4AoXTJGxKBdOXZLGMGMw__;!!Cz2fjcuE!228rZqia99DNiVfB3ZbRTLu8DS6cntyKvXzSXXAhBxyKSuEyZzDcKjwrQM_PsNvD3vXiZ4Aq$

Oct 14, 2020

Glenn Gow - Forbes Article: The AI Threat: Winner-Takes-All

Imagine a technology that can help you improve faster than your competitor. A technology that can enable you to surpass your competitor and eventually take an insurmountable lead. Read the article here: https://www.forbes.com/sites/glenngow/2020/10/04/the-winner-takes-all-threat-of-ai/#5f207e374379

Oct 14, 2020

David Liptz - CPA-Captive Insurance

Dave was just named as one of the top 3 Captive Insurance CPA's in the USA. Captive International is proud to name the winners of its inaugural US Captive Awards, recognizing the best in class providers across the full spectrum of disciplines active in the captive insurance industry.

Oct 14, 2020

Check out Loreen Gilbert's Media Appearance in this CCN Article

Click here to read: https://urldefense.com/v3/__https://www.ccn.com/3-reasons-debate-train-wreck-s-p-500-rally/__;!!Cz2fjcuE!228rZqia99DNiVfB3ZbRTLu8DS6cntyKvXzSXXAhBxyKSuEyZzDcKjwrQM_PsNvD3sNENQGb$

Oct 14, 2020

Daniel B. Capobianco: The WealthCounsel Award for Scholarship Recipient

This award recognizes a member who provides thought leadership and volunteers their time as a WealthCounsel speaker or author on legal substantive topics. Daniel is consistently generous with his time as a regular contributor to WealthCounsel's continuing legal education program. Most recently, he has been instrumental in the creation of the updated Tax Intensive course, which was released in August 2020.

Oct 14, 2020

Check out Loreen Gilbert's Media Appearance in this Cantech Letter Article

Click here to read:https://urldefense.com/v3/__https://www.cantechletter.com/2020/09/biden-trump-bull-market/__;!!Cz2fjcuE!228rZqia99DNiVfB3ZbRTLu8DS6cntyKvXzSXXAhBxyKSuEyZzDcKjwrQM_PsNvD3t7DVo98$

Oct 14, 2020

Alan Koenigsberg, MBA: Partner Exam & Agency Re-Certification - HubSpot

Alan completed and was awarded the HubSpot Certified Partner certification for the second time. He founded Agile Digital Marketing, an inbound digital marketing agency in 2004 and the agency became a certified HubSpot Partner in January 2018. The agency's business is run on the HubSpot CMS, Marketing, Sales and Service platform.

Oct 14, 2020

Sarah Braun & Gideon Grunfeld Speak at International SAFE Conference

On October 2, Sarah Braun, Esq. (Westside) and Gideon Grunfeld (DTLA4 GL; Brentwood), both of Rainmaking For Lawyers, spoke at the International Conference of the Scientific Association of Forensic Examiners (SAFE) 2020 SAFE International Conference. They spoke to a gathering of document examiners from three continents. Their presentation was entitled, How to Land Law Firm Clients. The conference was organized and the presentation was made possible by Mike Wakshull (Newport Beach), Vice President of SAFE and forensic document examiner extraordinaire.

Oct 14, 2020

Lisa Anderson Quoted in ACHR News

Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP is quoted in the article "Distributors Face Many Options As Customer E-Commerce Habits Accelerate:. Full Story: https://www.achrnews.com/articles/143778-distributors-face-many-options-as-customer-e-commerce-habits-accelerate

Oct 14, 2020

Eichenstein Law Firm Completes Trademark Rebrand for Las Vegas Casino

Happy to announce that the Eichenstein Law Firm successfully registered over 10 Federal trademarks for the new Sahara Las Vegas Hotel and Casino.

Oct 14, 2020

Cameo Roberson quoted in Wealth Management.com Magazine

With social distancing and remote work, many advisors embraced social media. When advisors were asked to keep physical distance from clients and colleagues, they turned to social media more than ever before. Cameo shares networking tips that have helped her connect with even more professionals! https://www.wealthmanagement.com/marketing/social-distancing-and-remote-work-many-advisors-embraced-social-media

Oct 14, 2020

Dina Eisenberg: Practicing Law on My Own Terms

What could you achieve if you had a value-aligned, effective team? Dina believes that the future of law belongs to lawyers who are willing to let go of the old ways and embrace the new. An Ombuds program is one of the best ways to privately deal with internal issues. Read the article here https://issuu.com/marylandstatebarassociation/docs/issue_2_2020_maryland_bar_journal_magazine___msba-?fr=sOTE0ODE1OTg0OTE

Oct 14, 2020

Anne Laguzza Featured on SB Pace

In this feature article, Anne Laguzza shares what drives The Works Consulting's mission to develop leaders along with lessons she's learned as a successful small business owner and advice for those looking to start their own small business. Read the article here: https://www.sbpace.com/blogs/shoutout-to-small-business-the-works-consulting

Oct 13, 2020

Contributing Author in the Ark Group's Book, Business Development for a New Legal Ecosystem

Merry contributed the chapter, "Overcoming Inertia - Creating a Successful Business Development Culture during a Crisis." Anyone wishing a copy of the chapter can receive one by emailing Merry at merry@emconsults.org