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Washington Exit Planning Roundtable 2013
As a generation of CEOs approach retirement age, many are seeking advice on the best way to exit their businesses. SmartCEO gathered Baltimore’s veteran CEOs and exit planning advisers to discuss how to align your exit strategy with your goals, maximize the value of your business and ensure a smooth transition to new leadership. Listen to the podcast, or read more in Washington SmartCEO’s April 2013 issue. Roundtable hosted in partnership with The Business Exit Forum.
Ted Davidson, principal, SPARDATA
Jonathan L. Kempner, president, Tiger 21
Peter B. LaMontagne, CEO, Novetta Solutions
Eric A. Metzman, president, Metzman and Associates
Carlos G. Rivera, president and CEO, Vysnova Partners, Inc.
Doug Smith, partner, B2B CFO
Christopher Stahl, president, G4i Development Group Inc.
Cliff Webster, managing partner, CEO Equity Advisors
Stuart W. Welsh, partner, B2B CFO
Harvey Wigder, founder, Fulcrum Transitions
Philadelphia Exit Planning Roundtable 2013
As a generation of CEOs approach retirement age, many are seeking advice on the best way to exit their businesses. SmartCEO gathered veteran CEOs and exit planning advisers to discuss how to align your exit strategy with your goals, maximize the value of your business and ensure a smooth transition to new leadership. Listen to the podcast, or read more in Philadelphia SmartCEO’s April 2013 issue. Roundtable hosted in partnership with Fesnak and Associates, LLP.
Jerry J. Block, SVP, private client consultant, U.S. Trust, Bank of America Private Wealth Management
Nancy Drozdow, principal, Center for Applied Research
Robert W. Fesnak, partner, Fesnak and Associates, LLP
Mark Gaeto, managing director, Falcon Capital Partners LLC
Andrew J. Malone, partner, Fesnak and Associates, LLP
Scott Nissenbaum, VP, wealth management, Brown Brothers Harriman & Co.
Dr. Joseph Nowoslawski, chief investment officer, Nova Venture Fund, Inc.
Steven A. Scolari, partner, Stradley Ronon Stevens & Young LLP
Ryan J. Udell, co-chair, business and corporate group, White and Williams LLP
David B. Walls, CFO, McKean Defense Group
Robert W. Waring, partner, Strategic Exit Advisors, LLC
Terry Williams, managing partner, NextStage Capital, L.P.
Baltimore Exit Planning Roundtable 2013
As a generation of CEOs approach retirement age, many are seeking advice on the best way to exit their businesses. SmartCEO gathered Baltimore’s veteran CEOs and exit planning advisers to discuss how to align your exit strategy with your goals, maximize the value of your business and ensure a smooth transition to new leadership. Listen to the podcast, or read more in Baltimore SmartCEO’s April 2013 issue. Roundtable hosted in partnership with HighTower’s Kelly Wealth Management.
Cherie Homa, managing director, HighBank
Leo Kelly, managing director and partner, HighTower’s Kelly Wealth Management
Leonard J. Miller, founder and president, Leonard J. Miller & Associates, Chartered
Eric Nass, managing director, Chesapeake Corporate Advisors, LLC
Eric Orlinsky, partner, Saul Ewing LLP
Paul Riecks, principal, Insight
Paul Silber, founding member, Blu Venture Investors
Jay Steinmetz, CEO, Barcoding, Inc.
MaryEllen Willman, partner, Whiteford Taylor Preston, LLP
Washington Financial Roundtable 2012
Matthew W. Beardall, market president Greater Washington DC, Mid-Atlantic market commercial banking, JP Morgan Chase Bank; JP Morgan Securities LLC; Ryan Beiser, SVP and commercial banking director, Citibank; Matthew S. Bergman, attorney and shareholder, Shulman Rogers; Dennis M. Coombe, EVP and chief credit officer, Virginia Commerce Bank; Enrico A. Della Corna, EVP and market manager, corporate canking, PNC Bank, N.A.; Gregg Dougherty, SVP corporate banking manager for Greater Washington, BB&T; Michael P. Fitzgerald, founder, president and CEO, Bank of Georgetown; Virginia Navas Heine, EVP and chief C&I lending officer, EagleBank; Joseph B. Humphries, regional president, Xenith Bank; David Linthicum, SVP, Access National Bank; Brian Monday, regional vice president, metro DC, TD Bank; Adam S. Ostrach, Maryland market president and market executive, Mid-Atlantic middle market banking, Capital One Bank; David Pijor, chairman and CEO, First Virginia Community Bank; F. Kevin Reynolds, president, Cardinal Bank
Philadelphia Financial Roundtable 2012
Robert J. Bifolco, EVP and chief lending officer, Continental Bank; Joseph L. Cafarchio, EVP and chief lending officer, MeridianBank; Jeffrey J. Culp, regional president, Delaware Valley division, Susquehanna Bank; Bradley J. Fouss, EVP and director of wholesale banking, Sun National Bank; Ronald B. Matthew Jr., SVP and regional commercial credit management, metro PA/NJ, TD Bank; Brian McClintock, CFO, McGrath Systems; Mark R. McCollom, senior managing director, Griffin Financial Group LLC; Christopher P. McGill, president and CEO, East River Bank; Frederick E. Schea, president and CEO, First Savings; David W. Swartz, shareholder, Stevens & Lee; Brian C. Zwaan, president and COO, Penn Liberty Bank; Moderator: Rachel Cieri, managing editor, SmartCEO magazine
Baltimore Financial Roundtable 2012
Etienne D. Cambon, Maryland market director and SVP Maryland commercial banking, Wells Fargo; Kevin B. Cashen, president and CEO, Bay Bank; Robert A. DeAlmeida, president, Hamilton Bank; Ellen R. Fish, EVP, CFG Community Bank; David J. Garbarino, SVP and Baltimore area executive, BB&T; Joseph Haskins Jr., chairman, president and CEO, The Harbor Bank of Maryland; Michael G. Livingston, president and CEO, The Bank of Glen Burnie; Richard J. Oppitz Jr., divisional SVP, commercial lending team, Northwest Savings Bank; John A. Scaldara Jr., president and CEO, The Columbia Bank; J. Scott Wilfong, chairman, president and CEO, Greater Washington/Maryland, SunTrust Bank; Moderator: Jeanine Clingenpeel, editor, SmartCEO magazine
Washington Healthcare Roundtable 2012
Joseph A. Appelbaum, president, Potomac Companies Inc.; Jeffrey M. Carr, senior director of corporate health services, Inova Health System; Thomas W. Cogan, president, group benefits division, The Meltzer Group; Robert A. Cohen, managing partner, AllianceBenefits, LLC; Leyla Coker, vice president, Lockton Companies, LLC; Fiona Gathright, president, Wellness Corporate Solutions LLC; Dr. Kevin J. Kelleher, co-founder of Executive Healthcare Services and Medical Director of eDoc4u Executive Healthcare Services; George Lane, principal, Mercer LLC; Alan Schulman, CEO, Insurance Benefits & Advisors; Moderator: Jeanine Clingenpeel, editor, SmartCEO magazine
Philadelphia Healthcare Roundtable 2012
Bobbi Butler, principal, The Savitz Organization Inc.; William Donato, executive vice president, The Safegard Group, Inc.; Joe McGinty, vice president of employee benefits, The Graham Company; Neil Model, president, Model Consulting Inc.; Richard Stamps, president, Total Access Medical; Michael Steinberg, vice president, Montgomery Benefits Group; Jeannine Stuart, president, Areufit Health Services, Inc.; John Turner, CEO, Corporate Synergies; Michael Young, principal, Health and Productivity Practice, Buck Consultants; Moderator: Jeanine Clingenpeel, editor, SmartCEO magazine
Baltimore Healthcare Roundtable 2012
David Johnson, senior vice president, Riggs, Counselman, Michaels & Downes Inc. (RCM&D); David Kelly, executive vice president, Kelly Benefit Strategies; Trevor "Chip" Lewis Jr., managing director, PSA Insurance & Financial Services; Francesca Lynch, sales executive, Crawford Advisors, LLC; Dawn Motovidlak, president and CEO, Business Health Services; David Noel, president, Maryland Association of Health Underwriters; Jeanne Puglisi Sherwood, CEO, WellAdvantage; Carolyn Quattrocki, executive director, Maryland Governor's Office of Health Reform; Joshua M. Sharfstein, secretary of health and mental hygiene, Maryland Department of Health and Mental Hygiene; Kathy F. Simmons, CEO, Group Benefit Services Inc.; Suzanne Thompson, president and CEO , HealthPlan Headquarters; Moderator: Jeanine Clingenpeel, editor, SmartCEO magazine
Washington Attorneys Roundtable 2012
Carson Porter, partner, Rimon Law Group, Inc.; David S. Sanders, partner, Foley & Lardner LLP; Blair M. Jacobs, partner, McDermott Will & Emery LLP; A. Howard Metro, partner, McMillan Metro; Ryan Naftulin, partner-in-charge, Cooley LLP; Wayne M. Zell, principal, Odin Feldman Pittleman PC; Mark I. Gruhin, co-office managing partner, Saul Ewing LLP; Jason D. Smolen, founding principal, SmolenPlevy PC; Thomas McVey, partner, Williams Mullen; Jack Garson, founder and principal, Garson | Claxton LLC; Jason A. Levine, partner, Vinson & Elkins LLP; Edward R. Levin, co-office managing partner, Saul Ewing LLP; Michael R. Vanderpool, president, Vanderpool, Frostick & Nishanian, P.C.; Paul J. Kiernan, partner, Holland & Knight LLP; Millard S. Bennett, managing principal, Stein Sperling Bennett De Jong Driscoll PC; Moderator: Jeanine Clingenpeel, editor, SmartCEO magazine.
Philadelphia Attorneys Roundtable 2012
Vernon L. Francis, partner, Dechert LLP; Edward Seglias, partner, Cohen Seglias Pallas Greenhall & Furman PC; James D. Godderz, principal, General Counsel on Demand; Abraham C. Reich, co-chair, Fox Rothschild LLP; Craig Circosta, partner, Ballard Spahr LLP; James W. Hennessey, office managing partner, Dilworth Paxson LLP; Nicole D. Galli, partner, Benesch, Friedlander, Coplan & Aronoff LLP; Lynn M. Abraham, partner, Archer & Greiner, P.C.; Julie LaVan, attorney, LaVan Law; Kathryn Goldstein Legge, co-founder and practice chair, transactional and employment practice, Griesing Law LLC; Benjamin A. Levin, managing partner, Hyland Levin LLP; Theodore Marasciulo, principal, Offit Kurman; Peter S. Miller, chairman and COO, Marshall, Dennehey, Warner, Coleman & Goggin; Moderator: Jeanine Clingenpeel, editor, SmartCEO magazine.
Baltimore Attorneys Roundtable 2012
Michael Stanley, partner, Wright, Constable & Skeen, LLP; Jonathan Wachs, principal, Offit Kurman; David Shuster, managing principal, Kramon & Graham, P.A.; Ava Lias-Booker, office managing partner, McGuireWoods LLP; George Nemphos, chair, corporate practice group and managing partner, Baltimore, Duane Morris LLP; Michael J. Baader, partner-in-charge, Baltimore office, Venable LLP; Russell Gardner, partner, DLA Piper LLP; David Rudow, member, Adelberg, Rudow, Dorf & Hendler; Michael Davis, senior partner, Davis, Agnor, Rapaport & Skalny LLC; Julie Rubin, principal, Astrachan Gunst Thomas Rubin P.C.; Martin T. Fletcher, managing partner, Whiteford Taylor Preston, LLP; Robert R. Bowie Jr., co-founder, Bowie & Jensen LLC; Eliot Wagonheim, principal, Wagonheim Law; Moderator: Jeanine Clingenpeel, editor, SmartCEO magazine.
Greg Allender, president, CBIZ MHM
Alex H. Brager, partner, E. Cohen and Company, CPAs
Marion A. Hecht, managing director, fraud and forensic investigations, receivership and litigation, CliftonLarsonAllen
Charles F. Helme III, managing principal, Thompson, Greenspon & Co., P.C.
Dan Kotter, partner, assurance services, Ernst & Young LLP
Harvey I. Metro, founder, MetroMetro & Associates, Inc.
Joseph W. Beach, managing director, Asher & Company, Ltd.
Charles J. Bramley, partner, BBD, LLP
Mark S. Carrow, managing partner, Phialdelphia office, Citrin Cooperman
Brian J. Gallagher, managing member, Gallagher, McDevitt, Schalleur & Surgent, LLC
David H. Glusman, partner-in-charge, Philadelphia region, Marcum LLP
Tom Heseltine, partner in charge, CliftonLarsonAllen
The 2008 collapse of the financial industry turned the business world upside down. Three years later, things are nearly back on track, but Mid-Atlantic business leaders are still unsure what to expect. With strict, new regulations and a tighter lending climate, the industry is on the upswing. So what does that mean for SmartCEO readers? In March, SmartCEO held a roundtable discussion with some of the region’s most prominent bank executives who told us what they think about the current economic climate. Click on the podcasts above to hear their advice. (Running time: approximately 60 minutes)