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Angelo Ponzi

Angelo Ponzi – Turning an Eye Towards Your Future Business

Many business leaders are waiting for clarity to move forward confidently. However, history has shown that there is a high cost with waiting: to your marketing, to your business, to...
Amber Setter

Amber Setter’s Thought Leadership Featured in California

Amber Setter- a professional services business coach- authored “Identity Shift: CPA Performance Begins with Consciousness” after noticing a significant gap in accounting news- no one was talking about the psychological...
Lynette Stolarzyk

Lynette Stolarzyk (SF13): Tax Adviser Article

Lynette Stolarzyk (SF13) and Dave Gette of Baker Tilly co-authored a Tax Adviser article on Legal Entity Rationalization and Simplification.
Juan Ros

Juan Ros, CFP® Presents at National Financial Planning Conference

Juan Ros, CFP®, financial advisor with Forum Financial Management, presented at the Financial Planning Association (FPA) 2020 Annual Conference on October 1. Juan's breakout session, "Making Philanthropy a Part of...
Monica Burneikis

Monica J. Burneikis Named by San Francisco Magazine as one of the Top Attorneys in Northern California

Monica J. Burneikis, Founding Attorney of Burneikis Law in Oakland, California, is honored to announce she was named by San Francisco Magazine as one of the Top Attorneys in Northern...
Sarah Tetlow

Technology for Mindfulness Podcast Interviews Sarah Tetlow

Robert Plotkin (Waltham) of Blueshift IP hosts a podcast, Technology for Mindfulness. Recently, Robert interviewed Sarah Tetlow of Firm Focus (SF 12) on the show. Join the great conversation diving...
Klaudia Kovacs

Klaudia Kovacs – Cold War Documentary Purchased by University Library

Oscar-contender filmmaker and LEGACY DOCUMENTARIES expert's Cold War documentary, TORN FROM THE FLAG, has been purchased by another library: University of Vermont - Howe Library. Schools, libraries, non-profits, and all...
Scott Spiro

Scott Spiro – SugarShot – ABC News Interview

Interviewed on CBS World News in regards to the recent cybersecurity breach targeting the health care industry. To view it, click here.
Anne Laguzza

Anne Laguzza, CEO of The Works Consulting, Featured on TLNT

In an op-ed for TLNT.com, Anne Laguzza breaks down why Zoom Fatigue is a misnomer, provides a process for building more engaging meetings and offers creative ways that leaders can...
Tony Penn

Tony Penn Interviewed on Business Growth Cafe Podcast

On the podcast talk leadership, and what and how leaders need to focus during these crazy times.
Regina Lark

Regina Lark/A Clear Path: Top 21 in Los Angeles

For a third year in a row, Regina Lark, and her team at A Clear Path, are recognized as 1 of 21 "Best Los Angeles Home Organizers" (from a pool...
Paul Supnik

Paul Supnik Appointed Secretary of the Intellectual Property Section of the Federal Bar Association

Paul Supnik has been appointed for a two year term as Secretary of the Intellectual Property Section of the Federal Bar Association. The Federal Bar Association is a nationwide organization...

Loreen Gilbert’s Bloomberg TV Appearance

To view Loreen's most recent Bloomberg TV appearance, click here.
Doron M Tisser

Doron M. Tisser Named to Best Lawyers in America

Doron M. Tisser is proud to announce that he has been included in the 2021 Edition of The Best Lawyers in America©, in the area of Trusts & Estates
Shantae Hansen

Shantae’ Hansen – Accent Computer Solutions Recognized as Top 5 Cybersecurity Provider in Southern California

Accent Computer Solutions, Inc. has earned a spot on the Top 250 list of Managed Security Service Providers (MSSP). Accent is one of three California MSPs to be on both the...

Loreen Gilbert on Bloomberg Radio

To listen to Loreen's recent radio appearance, click here.
Dita Shemke

Dita Shemke, Chair for 2020 Women on Boards

Following a successful 2019 launch of 2020 Women on Boards campaign in Orange County, Dita Shemke is again leading the effort as Chair of the 2020 Women on Boards Orange...
Alan Herman

US Navy Commissions Alan Herman & Associates for Strategic Marketing Program

The marketing, branding and advertising firm of Alan Herman & Associates was honored recently by being awarded a strategic planning program assignment utilizing the 50-year-old firm's proprietary Strategic Road Map....
Klaudia Kovacs

Klaudia Kovacs New Olympic Film in Media

Klaudia is happy to share that her new, Olympic film, CHILDREN OF CHAMPIONS, has a write-up in the Hungarian American Journal. Enjoy the article here. If you eventually want to...
Joe Adams

Immigration Lawyer Joe Adams Interviewed on LATV

Immigration lawyer Joe Adams speaks with LATV about recent developments in immigration law as it relates to artists, entertainers, tv/film, and LGBTQ+ families. For more information, click here. (segment starts at...
Klaudia Kovacs

Klaudia Kovacs New Olympic Documentary in Media

Oscar contender documentarian and her new, international, Olympic documentary is featured in the Hungarian American Journal. Learn more, click here.
Angela Reddock

Angela Reddock-Wright Named to Professional Woman’s Magazine’s Special “Wonder Woman” Feature

Angela Reddock-Wright, an employment law mediator and arbitrator with Judicate West and the Founding and Managing Partner of the Reddock Law Group, was named to Professional Woman's Magazine's Special "Wonder...
Ramit Mizrahi

Ramit Mizrahi’s Article is the Cover Feature of the California Labor & Employment Law Review

The September 2020 issue of the California Labor & Employment Law Review features Ramit Mizrahi’s article, titled “Same Ocean, Different Boats: The Pandemic’s Disproportionate Impact on Certain Workers, Employment Law’s...

Lisa Anderson Quoted in TechTarget

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “Top Change Management Tips for ERP Implementation Success”. Full...
Juan Ros

Juan Ros, CFP®, AEP®, CEPA, CSPG Teaches Financial Planning to Gift Planners

On Sept. 21-22, Juan Ros, financial advisor with Forum Financial Management, taught a cohort of charitable gift planners in Module 1 of the Certified Specialist in Planned Giving (CSPG) professional...
Chris King

Chris King Interviewed on the Business Growth Cafe Podcast

Today at the Business Growth Café, Angelo Ponzi is joined by Chris M. King, President & CEO of Status Flow, who says that by disrupting your flow, you can get...
Linda Duffy

Linda Duffy and Phuong Jennings Interviewed by LA Times Reporter

Linda Duffy (GL OCNP, NPC2, OCM) and Phuong Jennings (NPC2) were interviewed by the LA Times regarding the Cal Savers retirement program in CA. Read more, click here.
Gail Covington

Gail Covington Receives Family Wealth Director Designation

Morgan Stanley announced that Gail Covington, a Senior Vice President in the Firm’s Wealth Management office in San Francisco, has earned Morgan Stanley’s Family Wealth Director Designation.
Noelle Valentino

Noelle Valentino Featured in Arroyo

ProVisors members Noelle Valentino and Morgana Blackwelder of John Moran Auctioneers and Appraisers were featured on the cover of the September issue of Pasadena's Arrroyo Magazine. They were interviewed for...

Is Trump or Biden Better for the Stock Market? John Grace, Columnist, Wave Publications

Is it true the stock market does better under a Republican president? The answer is a bit more complicated, but it's a good answer! Learn more, click here.
Lee Lueddemann

Lee Lueddemann Now Credentialed CIPP/US

Lee Lueddemann earned the ANSI-accredited Certified Information Privacy Professional/United States (CIPP/US) credential through the International Association of Privacy Professionals (IAPP). The CIPP/US demonstrates a strong foundation in U.S. privacy laws,...
Richard Golubow

Richard Golubow Panelist in Distressed Debt Roundtable Discussion

Richard 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 a panelist...

Lisa Anderson Interviewed on Shark Bite Biz

Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP is interviewed by David Strausser on the topic “Growing Your Business...
James Vanreusel

James Vanreusel Interviewed on the Stride 2 Freedom Podcast

James Vanreusel, CEO of Vanreusel Ventures, which provides independent corporate finance and part-time CFO services for international companies and scaling corporate companies, was recently interviewed on Stride 2 Freedom podcast...
Frank Licata

LicataRisk Named Top Risk Advisor in Lawyers Weekly’s 2020 Survey

Frank Licata is happy to announce that the attorney community in the Northeast has recognized Licata Risk Advisors as #1 in the Risk Management category again this year. LicataRisk consultants...
Rick Itzkowich

Rick Itzkowich – 15 Nimble Ways to Evolve A Business Model When Markets Shift

Are you in a position to adapt your business to meet the evolving COVID-19 economic twists and turns? During these uncertain times, you may need to let go of how...
Neville Johnson

Neville Johnson Gets Class Certification for Talent

Neville Johnson’s firm along with colleagues just got a ruling establishing a class action for over 90,000 non-featured musicians and vocalists. It's a hard fought matter against SAG-AFTRA and the...
Igor Drabkin

Igor Drabkin Quoted in Law360 Article

Igor Drabkin, one of Holtz, Slavett & Drabkin principals, was quoted in a recent Law360 article about how mail logjam in the Tax Court, caused by the coronavirus related shutdown,...
Scott Maibor

Scott Maibor 2021 Medicare Certified

As of last week Scott Maibor is AHiP (Medicare) certified for 2021 and has completed all of his carrier requirements. Medicare Annual Enrollment starts October 15th for January 1, 2021...
Justin Breen

Justin Breen Wins Trumpet Award from Publicity Club of Chicago for Third Straight Year

ProVisors member Justin Breen, the founder/CEO of BrEpic Communications LLC, won a Silver Trumpet award from the Publicity Club of Chicago at the 61st annual Golden Trumpet Awards competition on...
Daniel Dinur

Daniel Dinur The Impact of COVID-19 on Middle Market Mergers and Acquisitions

Daniel’s latest blog, co-authored with his long-time friend and collaborator, Bill Inman. Learn more, click here.

John Grace on TD Ameritrade 9/20

Do investors learn more from having their assets kissed or their assets killed? Tune in to see how day traders differ from long-term investors.
Anne Laguzza

Anne Laguzza Interviewed on Three B’s on the Law Podcast

Anne Laguzza, CEO of The Works Consulting which provides human resources management, leadership development and performance coaching, was interviewed on Three B’s on the Law podcast. She answers the question...
Angela Reddock

Angela Reddock-Wright Featured in LA Times (09/11/20)

The Los Angeles Times featured Angela Reddock-Wright's law and mediation practice in the 9/11/20 article, "What happens when COVID shuts civil courts?". Reddock-Wright, a practicing attorney for nearly 25 years,...
Elizabeth Monnin-Browder

Elizabeth Monnin-Browder Elected to Partnership of Hirsch Roberts Weinstein LLP

Hirsch Roberts Weinstein LLP is proud to announce that Elizabeth Monnin-Browder was elected to the partnership effective September 1, 2020. Liz is an experienced employment attorney who focuses her practice...

Loreen Gilbert on Barron’s Live Podcast

Click here to listen to Loreen speak about An Investor's Guide to Employer Stock.

Loreen Gilbert on Reuters TV

Loreen Gilbert appears on Reuters TV to talk about small and midcap stocks. For more information, click here.

Listen to Loreen Gilbert on Bloomberg Radio!

Click here to listen to Loreen's recent appearance on Bloomberg Radio:

Lisa Anderson Interviewed on Supply Chain Brain

Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP talks with Robert Bowman on “Stabilizing Supply Chains in Unstable Times”....
Rodney Hatley

Connect Our Elders Interview with Rod Hatley

Rod Hatley was the guest of Sarah Christ Barker CEO of Connect Our Elders. Sarah’s YouTube interviews provide elders and their adult children with resources and guidance to support dignified...
Jonathan Bello

Jonathan Bello Named to QuickBooks Top 100 ProAdvisor list

QuickBooks accounting expert Jonathan Bello was selected as a Top 100 ProAdvisor for the fourth year in a row by Insightful Accountant. Jonathan is an Elite-level ProAdvisor with fifty-five 5-Star...
Klaudia Kovacs

Klaudia Kovacs British Film Institute Lists Oscar-Contender Film

The British Film Institute lists Oscar-contender documentary, TORN FROM THE FLAG, in their library. The movie was made by multi-award-winning director and LEGACY DOCUMENTARIES specialist, Klaudia Kovacs. If you'd like...
Karen Fitzgerald

Karen Fitzgerald Named to The Best Lawyers in America 2021

Karen Fitzgerald, owner of Fitzgerald Law, PLLC, was named to the 2021 edition of the Best Lawyers in America in Employment Law for Individuals.
Pete Ravani

Pete Ravani Podcast: Stride 2 Freedom Speaker Series

In this interview conducted by Russell Benaroya, Partner at Stride, titled 'The Strategic Value of a 401(k) with Pete Ravani, Advisor, CBIZ', Pete spends time chatting about the strategic value...
Barry Cohn

Barry Cohn Quoted in BenefitsPro September Issue

Barry Cohn Really Great Employee Benefits was quoted in the September Issue of BenefitsPro speaking on practice management in the employee benefits area.
Rich Cocuzzo

Rich Cocuzzo on the Business Growth Cafe Podcast

Rich Cocuzzo, the founder and president of Sales Velocity Advisors, to talk war stories, the good, the bad, and the ugly of today’s business environment and to provide some insights...
Brenda Allison

Insurance Broker Brenda Allison Honored by WEV

VENTURA, California – Brenda Allison, founder of two successful Ventura County insurance agencies and the Chief Executive Officer of Coast General Insurance Brokers, has been selected to receive the Women’s...
Perryn Holtrop

Perryn Holtrop Interview on Business Growth Cafe Podcast

Perryn Holtrop, Founder, and CEO of Pay Nation joined Angelo Ponzi at the Cafe this week to discuss the good, bad, and ugly of accepting credit cards for your business....
Angela Reddock

Angela Reddock-Wright Was a Guest on Fox 11 News (08/30/20)

On August 30, 2020, Angela Reddock-Wright, an employment law mediator and arbitrator with Judicate West and the Founding and Managing Partner of the Reddock Law Group, was a guest on...
Jon Cieslak

Jon Cieslak Named “One to Watch” by Best Lawyers

Antitrust litigator and white-collar criminal defense lawyer Jon Cieslak was named "One to Watch" by Best Lawyers for his work in commercial and antitrust litigation. For more information, click here.
Todd Carey

Mass Lawyers Weekly 2020 Reader Ranking Awards – Todd Carey

Todd Carey, SVP, at UBS Private Wealth Management, was selected as a Massachusetts Lawyers Weekly 2020 Reader Rankings Award winner in the Wealth Management category. Full rankings here.

Loreen Gilbert is Quoted in Plan Sponsor Magazine

Congratulations Loreen! View the article here.
Juan Ros

Juan Ros, CFP®, Publishes Article on Charitable Strategy to Consider Now

Juan Ros, CFP®, financial advisor and philanthropic planning specialist with Forum Financial Management, was published in the Forum Knowledge blog. Juan's article, "Estate Planning Using a Charitable Lead Trust," highlights...
Amy Stewart

Amy M. Stewart Named to The Best Lawyers in America

Last week, Amy M. Stewart, Founding Partner of Stewart Law Group PLLC, was named to the 2021 edition of the Best Lawyers in America. In addition to Best Lawyers, Amy...

Loreen Gilbert Quoted in ETF Trends Magazine

Congratulations Loreen! View article here.

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 “Reshoring: Is It...
Scott Nell

Scott Nell lists Historic Hancock Park “Music House” once owned by James Ingram

Congratulations to Scott Nell of Keller Williams' The Nell Team for getting this listing of the famous "music house," once owned by the founder of the LA Philharmonic and the...

John Grace on TD Ameritrade 8/24/20

Looking for more consistency no matter the market? John explains what we can learn from the real smart money like the Yale Endowment, for more information, click here.
Matt Manavi

Matt Manavi Guests on PROFIT With A Plan Podcast

Marcia Riner talks with business valuation & sales expert Matt Manavi about how to value your business & what makes it worth more. Matt is a certified business broker &...
Michael Conley

Mike Conley Chosen by Best Lawyers®

Best Lawyers® has recognized Mike Conley in the areas of Plaintiffs Personal Injury and Insurance law for 2021. This is Mike's seventh consecutive year for such recognition, including Lawyer of...
Angela Reddock

Angela Reddock-Wright Profiled in the Los Angeles Business Journal’s “Executive Insights” Column

Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West, and the Founding and Managing Partner of the Reddock Law Group, was profiled in the Los Angeles Business Journal's "Executive...

Loreen’s Latest TD Ameritrade Appearance

View Loreen's interview, click here.
Arthur Pfefferman

Arthur Pfefferman SFVB’s The Valley 200 Recognitions

On July 20, 2020 in its fifth year of recognitions, San Fernando Valley Business Journal's “The Valley 200” recognized Arthur Pfefferman as one the 200 Most Influential Leaders. Learn more,...
David Kestenbaum

David S. Kestenbaum Selected as 2021 Super Lawyer Again!

Criminal Defense Attorney David S. Kestenbaum has once again been named to the list of Super Lawyers representing the top 5% of lawyers in that arena. Mr. Kestenbaum celebrated his...
Gregory Carafello

Gregory Carafello Professional Business Broker

The New York Association of Business Brokers has nominated Gregory Carafello as a Member of the Board of Directors in addition as the Vice President of the Board of Directors....
Dana Chidekel

Dr. Dana Chidekel Completes Licensure in Oklahoma

Dr. Dana Chidekel, board certified in pediatric and adult neuropsychology, has been licensed in California since 1995. She just completed licensing in Oklahoma, and she is license- pending in Connecticut....
Angela Reddock

Angela Reddock-Wright Featured on SheSez With Linda Grasso Podcast

Angela Reddock-Wright, an employment law mediator and arbitrator with Judicate West and the Founding and Managing Partner of the Reddock Law Group, was featured on this week's SheSez With Linda...
Rodney Hatley

Rod Hatley Interviewed on “Selling Your Business” Podcast

Rod Hatley was recently the guest of CPA and M&A attorney David King’s “Selling Your Business” podcast. During the interview they cover the importance of getting an estate plan in...
Ed Correia

Ed Correia’s Sagacent Technologies Honored in Annual MSP 501

Ed Correia (San Jose 4 member and GLA) had his business, Sagacent Technologies, listed as one of the planet’s top 501 managed service providers in the annual Channel Futures MSP...
Juliet Huck

Juliet Huck featured in Bloomberg Law on how to “Win Your Virtual Trial With Visual Persuasion”

Juliet Huck, author of The Equation of Persuasion and founder of the Academy of Persuasion group training and e-learning series, was recently published in Bloomberg Law sharing her thoughts on...
Allison Tabor

GL Walnut Creek 3, Allison Tabor, Appointed Women Presidents’ Organization (WPO) Platinum V Facilitator

The Women Presidents’ Organization (WPO), a peer advisory group for million-dollar-plus, women-led companies, has named Allison Tabor, Owner of Coppia Advisory, as the new Chapter Chair of the Platinum V...
Angela Reddock

Angela Reddock-Wright Selected for Inclusion in the Best Lawyers in America 2021 Edition (08/20/20)

Congratulations to Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West, and the Founding and Managing Partner of the Reddock Law Group, who has been selected by her peers...
Francesca San Diego

Women in Finance 2020: Extraordinary Leadership – Congratulations Francesca San Diego

“San Diego Business Journal is honored to celebrate “Women in Finance 2020.” We are saluting women executives in the banking and finance community who are making great strides in this...
David Liebman

David Liebman – COMMERCIAL REAL ESTATE – Still Strong During Covid

Michelin subsidiary Camso signed a 64-month lease in a new 252,208 sq. ft. warehouse, saving in excess of $1M thanks to David Liebman, SIOR, JD, Managing Broker of Merit Partners...
Neville Johnson

Neville Johnson Lawsuit Detailed Re Film Rights

Neville Johnson filed an action for noted author George RR Martin re movie rights to one of his creations. Learn more, click here.
Jan Berthold

Jan Berthold’s Book is Featured in the CFO Summer Reading article in Forbes

The article highlights the 80/20 CFO book which is co-written by Suzy Taherian and Jan Berthold.
Steven Martini

Steven Martini Akpovi Partners Recognized With CalCPA Public Service Award

SoCal firm, Martini Akpovi Partners is extremely proud to be honored with the 2020 CalCPA Public Service Award! In addition to recognizing firms for their extraordinary efforts in serving their...
Richard Renkin

Richard Renkin / Super Lawyer for 10 years

Richard M. Renkin, CFLS has been named a Super Lawyer for 10 years. He focuses his practice exclusively on family law matters. With offices in Encinitas and San Diego, he...
Sylvia Milu

Sylvia Milu STS Named as a World’s Best MSP Again!

STRATEGIC TECHNOLOGY SOLUTIONS HONORED ON THE CUTTING-EDGE MSP 501 LIST We're proud to announce STS has been named as one of the world's premier managed service providers on the prestigious...
Roberta Guise

Roberta Guise Quoted in TechTarget

In an article highlighting the gender pay gap, Roberta Guise was quoted for her opinions about French versus United States policy on narrowing gender pay inequity. For the full story,...
Susan Schwartz

Susan G. Schwartz Featured Speaker

Susan was a featured speaker at Toastmasters District 4 Leadership Institute. Congratulations Susan!
Juan Ros

Juan Ros, CFP® Appears on Charitable Giving Podcast

Juan Ros, CFP®, Financial Advisor with Forum Financial Management, was a guest on the "Charitable Chit Chat with Cathy and Claire" podcast, a radio magazine-style podcast by and about philanthropy...

‘What the Dr Did Not Order: Great Depression II’ – John Grace, Columnist, Wave Publications

What did your portfolio do from 2/19-3/23? While a 30% loss requires a gain of 50%, a 40% decline needs a return of about 66%, and a 50% draw down...
Frank Licata

Frank Licata of LicataRisk Named Top Risk Advisor in Lawyers Weekly’s 2020 Survey

Frank is happy to announce that the attorney community in the Northeast has recognized Licata Risk Advisors as #1 in the Risk Management category again this year. We thank the...
Dena Oberst

Dena Oberst Interviewed by Women’s Millionaire Magazine

Dena Oberst - Sales Tax Guru, Founder and CEO of Gable Tax Group, was interviewed by Women's Millionaire Magazine. The sales tax impact of the SD v. Wayfair decision on...
Tina Alleguez

Tina M. Alleguez – Selected as Super Lawyer

Tina M. Alleguez, Managing Partner of Alleguez Newman Goodstein LLP, was recently recognized as a “Super Lawyer”. Congratulations Tina!
Robb Caruso

Robb Caruso – Driven Becomes Chambers’ Ranked

In recent news, Chambers and Partners, the internationally renowned legal rankings firm, has given Driven, Inc. top billing in its annual rankings for eDiscovery (litigation support) firms in the U.S....
Cameo Roberson

Cameo Roberson Featured in The Journal of Financial Planning

Check out the Journal of Financial Planning article titled "How Volunteering Can Help Build Your Professional Brand" where Cameo details her journey as a volunteer member in a student forum...
Stephen Seckler

Steve Seckler was a Guest on Steve Fretzin’s Podcast, Be that Lawyer

Steve Seckler appeared as a guest on Be That Lawyer (a podcast hosted by Steve Fretzin-Chicago Region). They discussed why relationship building is so important for career success in the...
Neville Johnson

Neville Johnson Quoted in Columbia Journalism Review

Neville Johnson, whose firm does much libel work, is quoted in this interesting article about lawyers on the plaintiffs' side. Read the full article, click here.
Katie Wagner

KWSM’s Katie Wagner Published in Forbes on Leadership

Katie Wagner, President of KWSM: a digital marketing agency, was published in Forbes on the lessons from childhood she uses to lead the agency today. Read the full article, click...

John Grace on Yahoo Finance Friday

Don't miss John’s analogy, "We hope you've enjoyed your flight, now is the time for you to put your tray tables in the upright and locked position. This plane is...
Juliet Huck

Juliet Huck Featured in Forbes on “How To Use Persuasion To Boost Your Career”

Juliet Huck was honored to be published in Forbes discussing the power of persuasion to boost your career. Learn more, click here.
Paula Bahamon

Paula Bahamon Selected as one of the “The Valley 200”

Paula Bahamon was selected to be on the prestigious list of influential people called “The Valley 200” published by the SFV Business Journal on July 2020. Learn more, click here.
Terri Pastori

Terri Pastori Named “Lawyer of the Year” by Best

Attorney Terri Pastori has been named Best Lawyers' Concord Employment Law - Individuals "Lawyer of the Year" for 2021. This is the 2nd year in a row for Terri as...

Lisa Anderson Quoted in San Fernando Valley Business Journal

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “Manufacturing Special Report: Pandemic Problems”. For the full Story,...
James Bean

James Bean Interviewed on Exit Coach Radio with Bill Black

James Bean was recently a guest on “The Exit Coach Radio Show” The Show Host, Bill Black, interviews top Business Advisors & Authors who share their Tips, Ideas and Precautions...
Kriston Sellier

Kriston Sellier – 2020 Top 25 Small Businesses of the Year

Kriston searches for ways to grow and challenge herself and her team. This tenacity has brought success time and time again to id8, including a spot in the 2020 Top...
Loren Larsen

Loren Larsen Featured in Boston Globe

When the COVID-19 shutdown leads to divorce, how to sell your property amicably. Learn more, click here.
Cindy Gatlin

Cindy Gatlin Recognized by the San Diego Business Journal

Cindy Gatlin was recognized by the San Diego Business Journal - Women in Finance 2020. She is excited to be included in this outstanding peer group. Congratulations Cindy!
Adrianna Smith

Adrianna Smith Interviewed on BizNinja Entrepreneur Radio

Adrianna Smith interviewed on BizNinja Entrepreneur Radio, an ABC News Radio affiliate, discussing the state of business sales, how to go into business with a friend, and the business advice...
Jason Makevich

Jason Makevich, Greenlight Named to Inc 5000!

Jason Makevich, an IT services firm in Irvine, CA has been named to Inc Magazine's Inc 5000 list. "It's an honor to be recognized by Inc, and ranked alongside so...
Svetlana Kamyshanskaya

Svetlana Kamyshanskaya – Selected as Super Lawyer, San Francisco, CA

Svetlana Kamyshanskaya, a founding partner of Primum Law Group, was recently recognized as a “Super Lawyer”. Congratulations Svetlana!
Lana Hout

Lana Hout Featured in Medium Authority Magazine Article!

Check out the Medium Authority Magazine article titled "Female Disruptors: How Adrianna Smith and Lana Hout Are Shaking Up How We Think Of Businesses Brokers," featuring Managing Broker Lana Hout...

Lisa Anderson Interviewed by Bloomberg Opinion

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc., was interviewed for an article on how COVID-19 continues to disrupt the super markets...
Marisha Charbonnet

Marisha Charbonnet Appeared on KEARTH 101

Estate planning attorney Marisha Charbonnet of Family Security Law Group appeared on Michael Harris' radio program on KEARTH 101 on August 16, 2020 to offer tips on maximizing the benefits...
David Oates

David Oates Interviewed on Business Growth Cafe Podcast

David Oates, Crisis PR Expert and founder of Public Relations Security Services joins Angelo Ponzi, at the Business Growth Cafe to discuss why every company needs to have a crisis...
Michael Chinitz

Michael Chinitz Selected as 2020 “Super Lawyer” for his 15th Year

Michael Chinitz, employment and “Executive Mobility” Attorney, was recently selected as a “Super Lawyer” for the 15th time. Congratulations Michael!
Angela Reddock

Angela Reddock-Wright Discusses Covid-19 and Workplace Rights on Fox 11 News LA (08/07/20)

Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West, and the Founding and Managing Partner of the Reddock Law Group, was interviewed Marla Tellez on Fox 11 News to...
Janet Brewer

Janet Brewer Quoted in Los Angeles Times Article Regarding State Bar Exam

Janet Brewer, a former member of the California State Bar Board of Trustees, whose office is located in Palo Alto, California, was recently quoted in a Los Angeles Times article about the recent decision of the California Supreme Court to permanently lower the score required to pass the California Bar Exam. Janet is certified as a specialist in estate planning and probate law by the California State Bar Board of Legal Specialization. During her tenure as a member of the State Bar Board of Trustees, she was a critic of lowering the score needed to pass the bar examination.

Jerrund Wilkerson

Jerrund Wilkerson “The Leadership Gap and How to Close It”

Jerrund Wilkerson was invited on August 3-4, 2020 to speak during the annual gathering of the Society of Atlanta Human Resource (SOAHR) professionals on the topic "The Leadership Gap and...
Demetra Pontisakos

Demetra Pontisakos Named as One of Massachusetts Lawyers Weekly “Top Women of Law” for 2020

Attorney Demetra Pontisakos, was named a "Top Women of Law" by Massachusetts Lawyers Weekly for 2020. "The Top Women of Law event celebrates the achievements of exceptional women lawyers who...
Angela Reddock

Angela Reddock-Wright Was a Guest on ABC 7 News

Angela Reddock-Wright, an employment law mediator and arbitrator with Judicate West and the Founding and Managing Partner of the Reddock Law Group, was a guest on ABC 7 News to...
Omid Khalifeh

CCIV Patent Lawyer Omid Khalifeh Featured in Business News Daily

Does My Company Own My Intellectual Property? In many cases, intellectual property (IP) created on behalf of a business in exchange for compensation is considered the property of the business...

Lisa Anderson Panelist at 2020 Southern California E-commerce & Logistics Summit

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was part of a panel of experts sharing their thoughts on SoCal Logistics: A...
Angela Reddock

Angela Reddock-Wright Comments on ‘The Ellen DeGeneres Show’ on CBS’ Entertainment Tonight (08/05/20)

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 CBS' Entertainment Tonight to discuss...
Rick Itzkowich

Rick Itzkowich Exit Coach Radio Interview Now Available

On Thursday, July 30, Rick was interviewed on the Exit Coach Radio Show with Bill Black. The show is for business owners who are contemplating their future business succession, exit...
Avi Reichman

Avi Reichman, CPA is Named Volunteer of the Year by Cal CPA

Congratulations to Avi Reichman, announced at the recent #CalCPACouncil meeting: Public Service Award (Individual): Avi Reichman
Lenny Schloss

Lenny Schloss Quoted in Society of Human Resources Management Article

Lenny Schloss was quoted in a Society of Human Resources Manageement article on employing parents with online school in the Fall. Learn more, click here.

John Grace on TD

"Stocks take the stairs up the wall of worry and the elevator down." Now is the time to be an agile investor. Watch here.
Eliza Ghanooni

Eliza Ghanooni has been Nominated to Superlawyers in Consumer

Eliza Ghanooni is a Certified Specialist in bankruptcy law, principal of Ghanooni Law Firm, APC.
Marc Ottestad

Marc Ottestad Interviewed on Bill Black’s Exit Radio

Family Business Performance challenges and solutions was the topic with Bill Black and Pete Walsh on Exit Radio.
Mary Akpovi

Mary Akpovi Chosen as an ‘Icon of Influence’ by San Fernando Valley Business Journal

Founding Partner, Mary Akpovi MBA, MBT, Ph.D, has been recognized as an Icon of Influence in the San Fernando Valley Business Journal’s list of most influential leaders. The publication has...
Angela Reddock

Angela Reddock-Wright’s Article Published in the Los Angeles Daily Journal (07/24/20)

Congratulations to Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West, and the Founding and Managing Partner of the Reddock Law Group, whose article, "#BlackLivesMatter & Conflict Resolution: A...
Kevin O'Connell

Kevin O’Connell Promoted to Partner at Squar Milner

Squar Milner LLP is proud to announce that Kevin O’Connell has been promoted to Audit Partner effective July 1, 2020. Kevin is an up-and-coming thought leader in the accounting field,...

Loreen Gilbert’s TD Ameritrade Appearance

Click here to view Loreen's recent appearance on TD Ameritrade.
Cameo Roberson

Cameo Roberson, SAM2, Quoted in FORBES Magazine

Accelerate your marketing during this pandemic with a Client Avatar. For more information click here.
Angela Reddock

Angela Reddock-Wright Quoted in Fox Business on the Future of the Ellen DeGeneres Show (07/31/20)

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 Fox Business for her expert commentary...
Katie Wagner

Katie Wagner Interviewed on Business Growth Café

Katie Wagner founder, CEO of KWSM, A Digital Marketing Agency joins Angelo Ponzi at the Café to answer your questions and offers up some great advice on the importance of...
Anne Tyler Hall

Anne Tyler Hall Quoted in Plansponsor.com Article

Principal Anne Tyler Hall, JD, LLM was quoted in this Plansponsor article on beneficiary designations and missing participants. Read article here.
Janet Brewer

Janet Brewer Quoted in Los Angeles Times Article Regarding State Bar Exam

Janet Brewer, a former member of the California State Bar Board of Trustees, whose office is located in Palo Alto, California, was recently quoted in a Los Angeles Times article...
David Liebman

David Liebman on Commercial and Industrial Real Estate

Advice from the Ice- Top of Your Game In worldwide hockey tournaments, players compete at the top of their games. As an official, David Liebman, SIOR, JD, strives to be...

John Grace on Yahoo Finance 7/24/20

Are you ready for some good news? In addition to talking about how low markets might go, John Grace announces his firm now offers FREE financial plans for all front-line...

Loreen Gilbert Yahoo Finance Appearance

Click here to watch Loreen's latest appearance on Yahoo Finance where she speaks on recession-proof areas of the market.
Jasmine Foroutan

Jasmine Foroutan, CEO of Pitch Genius Interviewed on Business Growth Cafe Podcast

In the world of startups getting a business off the ground is not easy. There is so much work that goes into developing the plans, product, testing, etc. etc., yet...
Anne Tyler Hall

SHRM Article Features Anne Tyler Hall

Anne Tyler Hall authored the following article to provide an overview of significant COVID-19 legislation and guidance related to employer-sponsored health and welfare benefit plans that has been enacted or...

Lisa Anderson Panelist at 2020 Southern California E-commerce & Logistics Summit

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was part of a panel of experts sharing their thoughts on Building Resiliency in...
Joe Seetoo

Joe Seetoo Named to “Valley 200”

Joe Seetoo, Sr. VP of Morton Capital, was named to the "Valley 200" list of the Most Influential Business & Community Leaders in the San Fernando Valley. As a wealth...
Scott Fuller

Scott Fuller Interview Featured in a Recent Published Article

Scott Fuller was recently interviewed by The Epoch Times in their most recent published article about Bay Area Tech Workers finding new opportunities to work remotely. Read more, click here.
Barry Kurtz

Barry Kurtz Named To SFVBJ’S Valley 200

Barry Kurtz (ENC 1, CC 6, CC 7, BLIP, L&LP) has been named to the San Fernando Valley Business Journal’s 2020 “Valley 200” list of the most influential business and...

Loreen Gilbert Quoted in Barron’s Magazine!

Click here to view the article where Loreen Gilbert is quoted on Annuities.
Paul Wirth

Paul Wirth of CEO Axxess Guests on PROFIT With A Plan Podcast

Paul Wirth of CEO Axxess is a guest on Marcia Riner's Podcast PROFIT With A Plan (www.PROFITWithAPlan.com) & they discuss the value of MASTERMINDING. Check it out! Click here.

Lisa Anderson – How to Triumph and Grow in this Uncertain Time

“Businesses that master volatility will thrive as we emerge from the pandemic," points out Lisa Anderson, president of Claremont, CA-based based LMA Consulting Group, Inc and manufacturing expert known for...
Kellee Johnson

Kellee Johnson Selected to Judge Midwest PR Industry’s Most Prestigious Awards

After earning two Trumpet awards the last two years, principal of the Ballast Group, Kellee Johnson, was selected as a judge in the Publicity Club of Chicago's annual Golden Trumpet...
Rodney Hatley

Rodney Hatley – Build a Firewall Around Your Assets

Rodney Hatley had the honor to present “Build a Firewall Around Your Assets: How to Own Real Estate for Maximum Protection” to the CCIM San Diego Chapter. The CCIM provides...

Loreen Gilbert on CNBC’s Power Lunch

Click here to view Loreen's latest appearance on CNBC's Power Lunch.
Monica Burneikis

Monica J. Burneikis Named to 2020 Super Lawyers List

Burneikis Law is proud to announce Monica Burneikis was selected to the 2020 Northern California Super Lawyers list. Being named a “Super Lawyer” is an honor reserved for those lawyers...
Chris Kramer

Chris Kramer Interviewed on Business Growth Cafe Podcast

Chris Kramer, Managing Partner Strategic Equity Group joined me, Angelo Ponzi on the Business Growth Cafe podcast to discuss ESOP's as an exit strategy. Learn more here.
Brett Coburn

Brett Coburn on Navigating State and Federal Employee Leave Rights

This article just came out yesterday, in which our member Brett Coburn of Buckhead 1 is quoted quite a bit around the topic of Navigating State and Federal Employee Leave...
Barry Cohn

Barry Cohn Named San Fernando Valley’s Top 200 Most Influential Leaders

Barry Cohn, CEO of JorgensenHR & SVP of Really Great Employee Benefits, a division of Heffernan Insurance Brokers has been named San Fernando Valley's Top 200 Most Influential Leaders of...
Richard Golubow

Richard Golubow quoted in Orange County Register

Richard 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 recently quoted...

Trent Warner Featured in Mass. Assoc. of Realtors

Trent Warner @NYB Creative was interviewed by the Massachusetts Association of Realtors about Customer Relationship Management (CRM) software, and how this technology allows agents to better serve their clients. We...

John Grace on Yahoo Finance 7/15/20

"Look to enjoy the melt up, but be well prepared for a melt-down," Here's more from John Grace click here.
Stephen Osborn

Steve Osborn – Selected as Super Lawyer for M&A

Steve Osborn is proud to have been selected again as a Super Lawyer for Merger & Acquisitions in Northern California. Super Lawyer is awarded to the top 5% of lawyers...
Adrianna Smith

Adrianna Smith Featured Entrepreneur Magazine Article

Adrianna Smith is interviewed and published in the Entrepreneur Magazine article "12 Business Leaders Share How They Plan to Rebuild in the Post Pandemic Economy" by Charlie Katz, featuring Managing...

John Grace on Financial Freedom via Frugality

Math is a four letter word we can use. And, while it's not sexy, there is beauty in the word budget, Here's my article.

Lisa Anderson Interviewed on Craft of Consulting

Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. and Co-Executive Director of the Society for the Advancement of Consulting talks about “Advancing Your Consulting Business During Times...
Katie Wagner

KWSM’s Katie Wagner Quoted in Forbes on Agency Productivity

Katie Wagner, President of KWSM: a digital marketing agency, recently spoke to Forbes about time management tactics and keeping the agency on track. Read more click here.
Anthony Mulkern

Anthony Mulkern Interviewed on Exit Coach Radio

Anthony Mulkern was interviewed by Bill Black (IRV-2). Interview available for listening starting on 7/21 at ExitCoachRadio.com.
Eric Berman

Eric Berman with Brandetize Makes “Best & Brightest Company to Work for” 2020 list

One of San Diego's top Full service, digital marketing agency, Brandetize, makes the list again!! Congratulations! View the Winners here.
Katie Wagner

KWSM’s Katie Wagner Quoted in Forbes on Agency Productivity

Katie Wagner, President of KWSM: a digital marketing agency, recently spoke to Forbes about time management tactics and keeping the agency on track. Read more click here.
Loren Larsen

Loren Larsen Named Top Producer by Boston Magazine

Loren Larsen, GL of Boston's Seaport Group, was named to Boston Magazine's Top Producer list. Her business partner, Lara Shuqom, was named to the WSJ's Real Trends list of top...
Ali Pourvasei

Ali Pourvasei Contributed to SEO Roundup in Undrcut Digital

Undercut Digital Marketing recently had Ali weigh in on what he believes is an important criteria when looking out for a backlink to your website. Read more here.
Nelly Spieler

Nelly Spieler Becomes Partner at Frank, Rimerman+Co, LLC.

This month (July 2020) Nelly Spieler became a partner at Frank, Rimerman+Co, LLC. Nelly is leading a group that conducts technology and cybersecurity attestation and certification audits. These audits help...
Peter Chatel

Peter Chatel Invited Guest on Winning Business Podcast

Peter shares a summary of his 30+ professional career and his 10 Principles for Profoundly Positive Performance. Click to view here.
Michelle Lerman

Jeff and Michelle Lerman Selected Again on 2020 California Super Lawyers List

Jeff and Michelle Lerman, founding partners of Lerman Law Partners, LLP, have been selected to the 2020 California Super Lawyers list. This is an exclusive list, recognizing no more than...
Eli Eisenberg

Eli Eisenberg Interviewed on Business Growth Cafe Podcast

Joining Angelo Ponzi at the Business Growth Cafe this week is Eli Eisenberg, Founder & President of Straight Line Management, which provides CFO and strategic planning services, shares his insights...
Larry Stybel

MIT Enterprise Forum of New York City to Feature Dr. Laurence J. Stybel

#MIT Enterprise Forum of New York City. #Zoom Program: “How to Manage Your Enemies or a New #Leadership Role Model for a New Era.” For Details About this Zoom program...
Steven Kronenberg

Steven Kronenberg Article Featured in Plaintiff Magazine

Steven Kronenberg recent article in Plaintiff Magazine discusses how manufacturers, distributors, and retailers can be held strictly liable under the consumer expectation test. This means that these companies may have...
Neville Johnson

Neville Johnson Named Top Lawyer by Variety

Neville Johnson again was named by Variety as on of the top entertainment lawyers. For more information click here.
Michael Jarecki

Michael Jarecki Listed on Crain’s Chicago Business’

Immigration Attorney Michael Jarecki listed as a Crain's Chicago Business 2020 Notable LGBTQ Executive. For more information click here.
Sarah Kern

Sarah Kern Selected as 2020 California Super Lawyers “Rising Star”

Michelle and Jeff Lerman, founding partners of Lerman Law Partners, LLP, are excited to announce that Partner Sarah Kern has been selected as a 2020 California Super Lawyers "Rising Star"....

Lisa Anderson Panelist on Insomnicat Media Inc

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was part of a panel of experts discussing “The Future of Manufacturing in the...
Phyllis Jones

Phyllis Jones Appointed Interim Member of North Andover Commission

Phyllis Jones - Interim Appointed Member on behalf of the North Andover Commission for Inclusion, Equity and Diversity on Ability Assistance which she currently Chair’s.
Jeff Heet

Jeff Heet Named IOA Risk Management Partner of the Year

Jeff Heet, Partner/Vice President and a ProVisors member in the La Jolla, CA group was nominated as Risk Management Partner of the Year for the 2nd consecutive year. After finishing...
Angela Reddock

Angela Reddock-Wright Was a Guest on APNews

Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West and Founding and Managing Partner of the Reddock Law Group, was a guest on APNews to discuss mediation and the...

Lisa Anderson Quoted in Ratelinx

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “9 Big Ideas from Women in Supply Chain Leadership”....
Cameo Roberson

Cameo Roberson Quoted in Financial Planning Magazine

Practice growth webinar, sponsored by Financial Planning Magazine. Featured panelist, Cameo Roberson of Atlas Park Consulting. Learn more here.
Dana Dattola

Dana Dattola featured on Exit Coach Radio

Dana was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com. To listen to a recording of this interview (and 100+ other Provisors members) go to ExitCoachRadio.com.
Kathy Dawson

Kathy Dawson Interviewed on Exit Coach Radio

Kathy was interviewed by Bill Black (IRV-2) on ExitCoachRadio.com. To listen to a recording of this interview (and 100+ other Provisors members) go to ExitCoachRadio.com.
Leslie Groene

Leslie Groene Featured on Exit Coach Radio

Leslie was interviewed by Bill Black (IRV-2) on ExitCoachRadio.com. To listen to a recording of this interview (and 100+ other Provisors members) go to ExitCoachRadio.com.
Dan Gershenson

Dan Gershenson Appears on Steve Fretzin’s “Be That Lawyer” Podcast

Steve Fretzin invited Dan Gershenson of Caliber Brand Strategy + Content Marketing onto his "Be That Lawyer" podcast for a lively conversation in which the two ProVisors members discussed the...

Loreen Gilbert Featured on Exit Coach Radio

Loreen was interviewed by Bill Black (IRV-2) on ExitCoachRadio.com. To listen to a recording of this interview (and 100+ other Provisors members) go to ExitCoachRadio.com

Lisa Anderson Quoted in SelectHub

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “How Do ERP Systems Work?”. For more information click...
Heath Goldman

Heath Goldman Featured on Exit Coach Radio

Heath was interviewed by Bill Black (IRV-2) on ExitCoachRadio.com. To listen to a recording of this interview (and 100+ other Provisors members) go to ExitCoachRadio.com.
Sarita Jackson

Sarita Jackson, PhD’s Article Published in The World Financial Review

Dr. Jackson discusses the role of digital technology in increasing the export of certain services in the current global economic climate in the UK-based magazine.
Dan Gershenson

Dan Gershenson Presents “The Marketing Hourglass”

Dan Gershenson of Caliber Brand Strategy + Content Marketing shared the proven framework he uses to help transform prospects into clients and clients in champions through "The Marketing Hourglass," a...
Marcia Wasserman

Marcia and Andrew Interviewed on Lean Law Firm Podcast

Andrew Elowitt and Marcia Wasserman were interviewed by Larry Port on the June 23rd Lean Law Firm Podcast Episode 64 to talk about how lawyers can become better managers and...

Lisa Anderson Interviewed by SAP

Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP discusses “How Are Companies Coping With Supply Chain Disruptions”. For more...
Eric Erenstoft

Happy at the Core – Interview with CEO Eric Erenstoft on Conscious Intelligence

Listen : Eric Erenstoft Podcast Interview! Certified Chief Happiness Officer – Tia Graham interviews Eric Erenstoft, CEO of E3 Capital Partners & Author of Conscious Intelligence about cultivating happiness in...
Rick Itzkowich

Rick Itzkowich Forbes Article Tips for Managing WFH Team Members

Businesses with remote employees know these workers are just as valuable as in-office members of their team. However, when you eventually do return to the office, you can't let any...
Adrianna Smith

Adrianna Smith Featured in Medium Authority Magazine Article!!

Adrianna Smith, Managing Broker of First Choice Business Brokers Los Angeles shares her thoughts on businesses rebuilding in the post pandemic economy! Check out the Medium Authority Magazine article "12...

John Grace on KAHI Radio with Mary Jane Popp

Make no mistake COVID-19 is a disaster of epic proportions. Tune in for details here.

Lisa Anderson Quoted by Ralph Layton

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “Always-On Influence: 5 Examples of Ongoing B2B Influencer Marketing...
Rachel Wright

Rachel Wright and Andrew Gradman – Article on Cannabis Tax Planning, IRC 471©

With Abraham Finberg, Rachel and Andrew co-authored the article, "Should you change your accounting method? An emerging cannabis loophole" in the LA Daily Journal. Read it here.

Loreen Gilbert CNBC Appearance

View Loreen's most recent appearance on CNBC's "The Power Lunch"
Steve Goldstein

Steve Goldstein Interviewed for Small Biz Live

Steve Goldstein was interviewed for Small Biz Live weekly broadcast. Watch here.
Russell Benaroya

Russell Benaroya on The Power of Shared Agreements

Russell Benaroya (Seattle IV) had an article published in Forbes on the power of a shared agreement between the client and service provider. It is a foundational governing document for...
Angela Reddock

Angela Reddock-Wright was a Guest on KJLH 102.3 Radio

On June 20, 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 Frontpage...

Loreen Gilbert TD Ameritrade Appearance

You can view Loreen's recent appearance on TD Ameritrade by clicking here.
Terri Pastori

Terri Pastori Selected to the 2020 New England Super Lawyers List

Terri L. Pastori, partner at Pastori | Krans, PLLC, has been selected to the 2020 New England Super Lawyers list. Each year, only five percent of the lawyers in New...
Adrian Mendoza

Adrian Mendoza Selected as An Illinois Leading Lawyer

Adrian Mendoza was recommended by his peers as an Illinois Leading Lawyer in the area of commercial litigation. Less than five percent of lawyers in Illinois are selected as Leading...

Lisa Anderson Ranked Supply Chain Expert to Follow by Ratelinx

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “Follow These 15 Supply Chain & Logistics Experts to...

Dave Ogburn, BNY Mellon, Presented in a Webcast “Managing Endowments in a Crisis”

Dave Ogburn, BNY Mellon, teamed up with Stacie Kowalczyk and Dean Quiambao of Armanino LLP and Erik Dryburgh of Adler & Colvin to address questions top of mind to nonprofit...
Amy Stewart

Amy M. Stewart – Founding Partner of Stewart Law Group

During the COVID-19 break, Amy made history, becoming one of the first trial attorneys to present a case to a jury over Zoom. The case was hand-picked from the court’s...
Zachary Schorr

Zachary Schorr Featured in Voyage LA’s Hidden Gems

Schorr Law's lead trial attorney Zachary Schorr was recently featured on VoyageLA.com's Hidden Gems. Mr. Schorr talked about Schorr Law and how he got to where he is today. See...
Lana Hout

Lana Hout Featured in Medium Authority Magazine Article!!

Check out the Medium Authority Magazine article "12 Business Leaders Share How They Plan to Rebuild in the Post Pandemic Economy" by Charlie Katz, featuring Managing Broker Lana Hout of...
Dennis Brager

Dennis Brager Live Radio Interview

Stay in the know by listening to an interview with Dennis Brager on Steve Kates' live radio show discussing PPP Loan Forgiveness. Watch the videos here.
Scott Glovsky

Law Offices of Scott Glovsky Files Lawsuit Against Nursing Home Over COVID-19 Death

The Law Offices of Scott Glovsky filed a wrongful death lawsuit in Los Angeles Superior Court against Parkwest Rehabilitation Center LLC nursing home in Reseda, CA. The suit alleges Parkwest...
Angela Reddock

Angela Reddock-Wright Was Guest on KTLA 5 News

On June 10, 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 KTLA...
E Mark Fishman

E. Mark Fishman – Panelist/Speaker at the 2020 Cal-CPA Entertainment Industry Virtual Conference

Mark Fishman, Shareholder/Partner and Enrolled Actuary of Actuaries Unlimited, Inc., will be a panelist/speaker at the 2020 Cal-CPA Entertainment Industry Virtual Conference to be held on June 23, 2020. He...

Lisa Anderson Interviewed by Bloomberg TV – WDYM

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc., discusses Supply Chain Disruptions Amid Pandemic. Full story here.
Aaron Shechet

Aaron Shechet Featured in Top 100 Attorneys Magazine

Aaron Shechet was featured in the Top 100 Attorneys Magazine.

John Grace – on RT America

Why does this market suddenly look a lot like Wile E. Coyote and the Road Runner? Tune in here.
Alison Gokal

Alison Gokal Featured on Exit Coach Radio

Alison was interviewed by Bill Black (IRV-2). Interview available for listening on 6/15 at ExitCoachRadio.com.
Natalie Elisha

Natalie Elisha Gold Featured on Exit Coach Radio

Natalie was interviewed by Bill Black (IRV-2). Interview available for listening starting on 6/18 at ExitCoachRadio.com.
Adrianna Smith

Adrianna Smith and Lana Hout Featured on Exit Coach Radio

Adrianna and Lana were interviewed by Bill Black (IRV-2). Interview available for listening starting on 6/19 at ExitCoachRadio.com.
Brad Leggett

Brad Leggett featured on Exit Coach Radio

Brad was interviewed by Bill Black (IRV-2). Interview available for listening starting on 6/20 at ExitCoachRadio.com.
Sarita Jackson

Sarita Jackson’s Article Published in Global Trade Magazine

Sarita Jackson, PhD's featured commentary discusses: 1) how the current health pandemic further shows how certain agricultural trade policies harm producers and contribute to food insecurity and 2) what reform...
Juan Ros

Juan Ros, CFP® Quoted in MarketWatch.com

Juan Ros, CFP®, AEP®, CEPA, financial advisor with Forum Financial Management, was quoted in a recent story published at Marketwatch.com regarding the use of private equity in 401(k) accounts. You...
Angela Reddock

Angela Reddock-Wright Publishes Blog on “#BlackLivesMatter & Businesses: 6 Tips for Examining Internal Business Practices”

On June 12, 2020, Attorney Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West and the Founding and Managing Partner of the Reddock Law Group, published her latest blog...
Frank Rudewicz

Frank Rudewicz Interviewed on Winning Business Radio

PV New England member Frank Rudewicz - Attorney, Former Hartford CT, Police Detective and Commander, and current Managing Partner of BlumShapiro’s Forensic, Litigation and Valuation Practice – was recently featured...

Dave Ogburn, BNY Mellon, Co-Hosts Philanthropic Webcast Entitled “Board Leadership: Building Resiliency”

Nearly 200 participants joined co-hosts Dave Ogburn and Bo Lee of BNY Mellon for a webcast focused on building board resilience and leadership in a post-pandemic world. The webcast featured...

Nina Stillman featured on Exit Coach Radio

Nina was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com and to listen to a recording of this interview (and 100+ other ProVisors members) go to ExitCoachRadio.com

Lauren Mullee featured on Exit Coach Radio

Lauren was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com and to listen to a recording of this interview (and 100+ other ProVisors members) go to ExitCoachRadio.com
Karen Sparks

Karen Sparks Featured on Exit Coach Radio

Karen was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com and to listen to a recording of this interview (and 100+ other ProVisors members) go to ExitCoachRadio.com

Merry Neitlich Interviewed on Exit Coach Radio

Merry was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com and to listen to a recording of this interview (and 100+ other ProVisors members) go to ExitCoachRadio.com
Carter Stout

Carter Stout Nominated as Georgia’s Super Lawyer for the 7th Year in a Row

Carter Stout was recently nominated as Georgia’s Super Lawyer of 2020. Carter is humbled and honored to be given this title for the 7th year in a row. He does...
Marty Stevens

Marty Stevens-Heebner in Kiplinger Magazine

Marty Stevens-Heebner, CEO of Clear Home Solutions, was featured in Kiplinger magazine's May issue in their article "The Complete Guide to Decluttering." An award-winning entrepreneur, designer and author, Clear Home...
Scott Fuller

Scott Fuller Interviewed on KGO Radio San Francisco

Relocation expert Scott Fuller was recently interviewed live on KGO Radio San Francisco to discuss the implications of employees now working from home and how that impacts migration out of...
Shafiel Karim

IRC Labor & Employment Attorney Shafiel A. Karim Selected As SuperLawyers Southern California Rising Star

Shafiel A. Karim, a member of Irvine Central, was selected as a SuperLawyers® Rising Star in Southern California. Shafiel was previously selected as a SuperLawyers® Rising Star in 2017 and...
Craig Margulies

Craig G. Margulies, Esq., of Margulies Faith LLP Confirms Chapter 11 Plan

Craig G. Margulies, Esq. and colleagues, of Margulies Faith LLP, a boutique bankruptcy / insolvency law firm, located in Encino, CA, successfully confirm a liquidating Chapter 11 Plan of Reorganization...
Anneke Stender

Anneke Stender With TAG Bill Pay Wins Family Wealth Report Award: “Property & Household Services for the High-Net-Worth”

As a first time nominee and winner, TAG Bill Pay shines a spotlight on outsourcing family office services, particularly bill pay and entity bookkeeping. An interview with award winner Anneke...
Matt Schlegel

Matt Schlegel Featured in Forbes.com Article

Matt Schlegel was featured in Forbes.com article on how the Enneagram can be used to build relationships and communicate more effectively with your clients. View the article here.

Lisa Anderson Quoted in Washington Manufacturing Alert

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “Manufacturing Experts Assess What Will Be Different After COVID-19”....
Brian Watnick

Brian Watnick Celebrates 15 Year Milestone

The Workers' Compensation Defense firm of Brian D. Watnick & Associates is pleased to announce our 15-year milestone of representing employers and insurers. Mr. Watnick has 30 years of experience...
Amara Morrison

Amara Morrison Recognized by San Francisco Business Times

Wendel Rosen, LLP Land Use Partner Amara Morrison recognized by the San Francisco Business Times as 2020 Woman of Influence. View article here.
Michael Conley

Michael Conley Celebrates 35th Anniversary

Kenney & Conley celebrates its 35 years of helping victims and families in injury and death cases. The firm is recognized by Best Law Firms for personal injury and insurance...

Loreen Gilbert TD Ameritrade Appearance

Please click here to view Loreen Gilbert's latest appearance on TD Ameritrade.
Rick Itzkowich

Rick Itzkowich – Contributor to Forbes Article on Leadership

Forbes recently included Rick’s thoughts in an article titled, "Identifying Leadership Gaps:14 Strategies That Work." He suggested a "pushing the envelope" strategy to find performance gaps and discover new strengths....
Roberta Guise

Distinguished Toastmaster Award to Roberta Guise

After a fiery sprint to complete 20 unique speeches in 2 months, Roberta Guise was awarded the Distinguished Toastmaster designation (DTM) from Toastmasters International.
Teresa Fluegel

Teresa Fluegel Celebrates 20 Years

Teresa Fluegel is Celebrating 20 Years as an Executive Vice President, Certified Exchange Specialist at Chicago Deferred Exchange Company ("CDEC").
Ivana Sifuentes

Ivana Sifuentes (OCC) Promoted – CONGRATULATIONS

Ivana Sifuentes has been promoted to Vice President, Ethos Human Capital Solutions. Ivana joined Ethos in 2015, bringing her diverse experience and deep understanding of how to bring the Magic...
Josette Ferrer

Josette Ferrer Quoted in Forbes.com Article

Josette Ferrer, Managing Director at Clairent Advisors, was quoted in a Forbes.com article on COVID-19 valuation-related impairments, "Over $200 Billion In Impairments To Hit Corporate Earnings". The article also referenced...

Lisa Anderson interviewed by 10 News Tampa Bay: Retailers slowly catching up on the demand for everyday necessities

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc., said “companies are starting to produce more products than average to keep up with...
Marcia Riner

Listen to Marcia Riner’s interview on the Business Growth Cafe Podcast

Marcia Riner, CEO of Bella Financial and fellow podcaster and host of Profit with a Plan joins me at the Business Growth Cafe to discuss why businesses need to gain...
Angelo Ponzi

Lessons Learned: Navigating Business Challenges During the COVID-19 Crisis

Angelo Ponzi’s latest blog: Lessons Learned, Navigating business challenges during the COVID-19 crisis. In this article, “Lessons Learned,” we’ll examine the impact of recessions and pandemics on businesses and offer...
Asher Dahan

Asher Dahan Announces Block Ransomware was granted US Patent 10607009

Block Ransomware was granted US Patent 10607009. A huge Thank you to Marc Hankin and his team at Hankin Patent Law. And many many thanks to a large number of...
Katie Wagner

KWSM’s Katie Wagner Speaks to Forbes About the Importance of the Morning Huddle

Katie Wagner, President of KWSM: a digital marketing agency, recently spoke to Forbes about using a Morning Huddle method to hold her team accountable and keep them on track. Read...
Jim Downes

Jim Downes Authors Article – The 90 Day Plan

Check out Jim Downes’ article regarding the importance of the next 90 days for all businesses.
Valerie Li

Valerie Li Provides Legal Commentary on “When, If Ever, Do Sellers Keep the Earnest Money During Coronavirus?”

Valerie Li spoke with Christine Bartsch at HomeLight to provide legal commentary on whether earnest money deposits are recoverable in transactions impacted COVID-19. She discussed California’s bright line test for...

Media Appearance by Loreen Gilbert

Loreen was featured on Yahoo Finance’s “The Final Round” on Monday May 18th as well as Reuters’s TV.

Supply Chain Chats – How COVID-19 impacts supply chains, with Lisa Anderson

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. share her views as she is interviewed on Netstock by Russ Graf. For more...
Alex Mattera

Alex Mattera Joins Pierce Atwood

Alex Mattera joined the law firm of Pierce Atwood LLP as a partner in the Boston office: I will continue my commercial bankruptcy practice. Read more here.
Dennis Brager

Dennis Brager Quoted on Bankrate.com

Dennis recently weighed in on tax implications of a cash-out mortgage refinance. Read more here.
Michael Ashley

Forbes Article: Written by Member Michael Ashley

Forbes Columnist Michael Ashley wrote a new piece: “When the Economy Reopens, Let’s Create Our Best Future Yet.” Offering insights from fellow members Jason Lee and Jim Downes, Michael Ashley...
Angelo Ponzi

Angelo Ponzi writes about Working from Home, Tips from a Sweatpants Pro

We have all settled into a new way of working, or have we? Check out a recent blog for tips to working at home.
Sarah Reiff-Hekking

Dr. Sarah Reiff-Hekking Featured in Woman’s Day

Sarah Reiff-Hekking, Ph.D. of True Focus Coaching, shares her tips in a recent Woman’s Day Article, “How To Work From Home With Kids Without Losing Your Mind”: A Go-To-Guide to...

Dr. Jeremy Lurey Returns to Exit Coach Radio to Share Strategies for Building High-Performing Virtual Teams

Bill Black (IRV2) invited CEO Coach and Family Advisor Dr. Jeremy Lurey (SM6/VESP) back on his Exit Coach Radio program to share some ideas on inspiring productivity and driving high-performance...

Lisa Anderson featured in Birmingham News/AL.com

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. discusses “When will hand sanitizer return to store shelves?”. For more information click here.
Warren Rutherford

Leadership in a Crisis with Warren Rutherford

CCYP’s Episode 3 of Shaping the Cape video podcast, is out now at https://youtu.be/aBuL_cm8fSo. CCYP CEO Lauren Barker sat down with Warren Rutherford of The Executive Suite on May 20...
Angela Reddock

Angela Reddock-Wright Was Guest on KTLA 5 News

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 KTLA 5 News to discuss,...
Relani Belous

Relani Belous featured in the California Business Journal

Relani Belous is featured in the California Business Journal article “My Job is Planning the Divorce on the First Date.Check it out.
Alan Herman

Alan Herman & Associates celebrates 50 years in business

On June 1st, 2020, the branding and marketing communications firm of Alan Herman & Associates will have reached the half century milestone. The award-winning firm does business in Southern California...
Rodney Hatley

Rodney Hatley featured on Exit Coach Radio

Rodney Hatley was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com
Tom Means

Tom Means announces the Best Place to Work Award Goes to PCH Benefits

PCH Benefits has been recognized by the Pacific Coast Business Times as one of 2020’s Best Places to Work.
Mari Ryan

Mari Ryan Is Now Certified Virtual Presenter

Mari Ryan, MBA, MHP, CWP, Founder/CEO of AdvancingWellness achieved the Certified Virtual Presenter designation.
Craig Pollack

Craig Pollack Guests on the “From Founder to CEO” Podcast

Check out the Founder to CEO podcast with our Founder & CEO Craig Pollack. Listen as he shares some sage advice about working through this challenging time period based on...
Susan Schwartz

Wonder Woman In Business, Susan Schwartz

Susan Schwartz announce that she is now an Adjunct Instructor at UC Santa Clara teaching Practical Emotional Intelligence for Agile and Project Managers.
Nicole Nuzzo

Nicole Nuzzo featured on Exit Coach Radio

Nicole Nuzzo was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com
Paul Neilan

Paul Neilan Authors Blog – Crude and Volatile

In April, crude oil prices “went negative.” However, gas stations were not going to pay drivers to fill up their SUV’s. Read more here.
Russell Benaroya

Why a Remote Workforce Demands Stronger Leadership, Russell Benaroya

Forbes published an article by Russell Benaroya on how remote workforce productivity (or the lack thereof) is really a function of leadership more than anything else. Read more about it...
David McLaren

McLaren & Associates B-Corporation Announcement

David McLaren and his Team at McLaren & Associates CPAs, PC are proud to be recognized as the first B-Corp certified public accounting firm in New England. Certified B-Corp businesses...
Zachary Schorr

Zachary Schorr Provides Legal Commentary on Fox 11 News

Los Angeles bases real estate attorney Zachary Schorr of Schorr Law appears on Fox11 News to discuss an unusual eviction matter involving a possible constructive eviction. See the clip here.
Joe Seetoo

Joe Seetoo Interviewed on Exit Coach Radio

Joe Seetoo was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com
Natalie Elisha

Natalie Elisha Gold highlighted in CNN WORLD

CNN World most recently featured Natalie Elisha in an article, Health care workers are seeking legal services to draw up wills during the pandemic. Read the article here.
Cameo Roberson

Cameo Roberson Quoted in Financial Planning Magazine

Cameo Roberson was quoted in Financial Planning Magazine in a story about how wealth managers are responding to coronavirus. Read the story here.
Ryan Smith

Ryan Smith Featured on Exit Coach Radio

Ryan Smith was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com
Daniel Dinur

Memo: Strategic Planning for Owners of Family Businesses and Other Private Companies in the Post COVID-19 Era, by Daniel Dinur. Atlanta, Atlanta, GA

Dan shares his observations on the effect of COVID-19 on family and other private businesses considering a sale of the business in a blog he co-authored with William Inman entitled...
Matt Cookson

Matt Cookson writes Blog for NH Business

Matt Cookson, authors a blog about Imagining Business Practices in New Hampshire After Labor Day. Read more here.
Sean Hart

Sean Hart Receives Industry Recognition, Award

Sean Hart Received the “Top 1% of Mortgage Originators in America” Award.
Kelly Woodruff

Kelly Woodruff featured in The Recorder

Kelly Woodruff, a certified appellate law specialist, was featured in the “expert opinion” section of The Recorder legal news.
Harry Barth

Harry Barth Featured on Exit Coach Radio

Harry Barth was interviewed by Bill Black (IRV-2) on ExitCoachRadio.com.
Katie Wagner

KWSM’s Katie Wagner Speaks to Small Biz Trends About the 9/80 Work Week

Katie Wagner, President of KWSM: a digital marketing agency, was recently quoted by Small Biz Trends about the benefits of a 9/80 work schedule, for both the agency and the...
Rick Itzkowich

14 Ways to Strategically Slow Down Massive Business Growth with Rick Itzkowich

The article shares ways to take the reins of your business to manage growth. The strategies we share can be applied to currently analyzing the state of your business—either as...
Janice Miller

Landlord Tenant Issues with Don Lanson and Janice Miller

http://www.805Talk.com is proud to share our podcast with Don Lanson of Manfredi Levine and Janice Staskin Miller of Miller Haga as we discuss the new and changing landscape of landlord...
Fred Thiagarajah

Fred Thiagarajah Recognized by Super Lawyers and the National Trial

Fred Thiagarajah, of Right Choice Law, has been selected to be a Super Lawyer for criminal defense for the 5th year in a row. Fred has also been selected by...
Haze Walker

Haze Walker is Recognized in SFNET’s Women in Finance

Haze Walker is being recognized in Secured Finance Network's Women in Finance 2020. Haze is profiled among 50 women leaders for their achievements and excellence in the secured finance industry....
Imran Alavi

Imran Alavi Announces Proleadsoft’s Award

Expertise.com selects Proleadsoft as one of the top digital marketing agencies in San Francisco.
Richard Golubow

Richard Golubow authors article about How Businesses can Survive and Thrive Post-Covid-19

Richard 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, authored an article...
Kathleen McEntee

Kathleen McEntee Featured on Exit Coach Radio

Kathleen McEntee (Ontario) was interviewed about Marketing During and After COVID-19 by Bill Black (IRV2) on www.ExitCoachRadio.com Listen online for her recorded interview starting Wednesday May 6!
Abeer Sweis

Abeer Sweis Contributed to a Recent Article in Dwell, Examining the Future of Work for Architects and Designers

Dwell recently had Abeer weigh in on what the future of work looks like for architects and designers.

Loreen Gilbert’s Bloomberg TV Appearance on the Stock Market

Loreen Gilbert gives her thoughts on the markets and sees recovery on the long side. Watch Loreen’s Interview here.

Jeremy Lurey Featured on Exit Coach Radio

Jeremy Lurey (Santa Monica 6) was interviewed by Bill Black (IRV2) on www.ExitCoachRadio.com regarding "How to Manage Productive Virtual teams".

John Grace on the News at Yahoo Finance

Keeping our eye on the economy ball. View the video here.
Kevin Berson

Kevin Berson Featured on Exit Coach Radio

Kevin Berson (Sherman Oaks 1) was interviewed by Bill Black (IRV2) on www.ExitCoachRadio.com.

Loreen Gilbert on Bloomberg Radio About the Latest in the Market

Listen to Loreen's Bloomberg Radio interview about the latest in the stock market.
Janine Holman

Janine Hamner Holman Published in Arianna Huffington’s Thrive Global

From uncertainty to zoom-overload, what you’re experiencing is universal. Read the article here.
Tim Gallagher

Business “Luminary” Tim Gallagher Speaks Up

In celebration of its 20th anniversary, the Pacific Coast Business Times asked 20 "business luminaries and economic experts to weigh in on the future of the region." 20/20 Network Partner...
Joshua Vannetti

Joshua Vannetti Promoted at Vantage Point Advisors

Joshua Vannetti has been promoted to Director at Vantage Point Advisors. His primary technical focus is providing litigation support services and expert witness testimony in the areas of business valuation,...
Sarah Tetlow

Sarah Tetlow Interviewed on Life Design for Lawyers Podcast

In Episode 3 of The Life Design for Lawyers Podcast, Charlotte Smith (SF5) is joined by the amazing Sarah Tetlow (SF12), Legal Productivity Consultant to discuss all things productivity, and...
Cristina Espiritu

Cristina Espiritu Interviewed Fabrice Paracuellos on Mental Health & Wellness

Cristina Espiritu interviewed Fabrice Paracuellos on mental health & wellness in light of confinement and COVID-19. View the video here.
Catherine Mattice-Zundel

Catherine Mattice Zundel Announces Civility Partners Rank #10 in San Diego’s Top Exec Training Companies

San Diego Business Journal ranked Civility Partners #10 on it's Top Executive Training Companies List. Published in the Journal May 11, 2020.
Natalie Elisha

Natalie Elisha Gold Highlighted in the NY POST About Her Free Wills for Healthcare Workers

Natalie Elisha Gold is highlighted in the NY Post for her free will for healthcare workers from coast to coast.
Anthony Trias

Anthony Trias, CFP® Featured on Special Needs Podcast

Services and supports for adults with disabilities can be expensive so it makes sense to get creative. Using insurance policies as a financial planning tool is an example of the...
Nathan Mumm

Nathan Mumm Featured on Exit Coach Radio

Nathan Mumm (Seattle 1) was interviewed by Bill Black (IRV2) on www.ExitCoachRadio.com Listen online for his recorded interview starting May 8!

John Grace – Top Spot @ Yahoo Finance

Will the recovery be V shaped or something else? What we can learn from history may help us see what's ahead. View the interview here.
Cameo Roberson

Cameo Roberson Quoted in Financial Planning Magazine

Cameo Roberson was quoted in Financial Planning Magazine in a story about how wealth managers are responding to coronavirus.
Deane Brown

Deane B. Brown Has Been Selected as One of 50 Chicago Daily Law Bulletin & Chicago Lawyer Women in Law Honorees!

Deane B. Brown, a Shareholder at Hughes Socol Piers Resnick & Dym in Chicago who represents executives in employment matters, has been selected as one of 50 Chicago Daily Law...

John Grace on the News at TD Ameritrade

As describe in his news interview, math is a 4 letter word we can use, along with recession and depression. There is always a place to make money.

Lisa Anderson featured in Coronavirus Cinema Collection Videos: Covid-19 and Changes for the Future & New Lawsuits

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. share her views on “The Economy & Where It Is Headed”. For more information...

Loreen Gilbert on Reuters Interview

Loreen Gilbert featured on Reuters TV here.
Danny Chen

Danny Chen immigration attorney as Presenter on Taiwanese Junior Chamber of Commerce North America (TJCCNA) online Law Forum regarding COVID-19 legal impacts

Attorney Danny Chen presented on immigration law and its impact due to COVID-19. The online forum covered additional topics, including landlord-tenant matters, business disruption, employment, and medical power of attorney,...
Angela Reddock

Angela Reddock-Wright Named Among Los Angeles Business Journal’s Top Women Attorneys for 2020

Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West, and the Founding and Managing Partner of the Reddock Law Group, has been named among the Los Angeles Business Journal's...
Diane Camacho

DLC Consulting Services, LLC Certified as a Women’s Business Enterprise

Diane Camacho’s DLC Consulting Services has been certified as a Women's Business Enterprise. Commonly referred to as a WBE, this is an independent business concern that is at least 51%...
Natalie Elisha

Natalie Elisha Gold on CBS Detailing her Free Wills for Healthcare Workers Program

Natalie Elisha Gold is a California attorney creating free wills for healthcare workers across the country. She joins CBSN's Reena Ninan to explain why these documents are so important. View...
Michael Ashley

Forbes Article by Member Michael Ashley / Featuring Member Laura Conover

Michael's article features insight from Leadership, Culture, and Compensation Consultant, Laura Conover of Conover Consulting about the war for talent acquisition in the age of AI. The funny thing about...
Marisha Charbonnet

Marisha N. Charbonnet Guest on KEARTH 101FM to Discuss 3 Essential Legal Documents Needed During a Pandemic

Marisha N. Charbonnet, an estate planning attorney with Family Security Law Group, APC, was a radio guest on KEARTH 101 and discussed essential estate planning documents that can provide key...
Rob Spinosa

Rob Spinosa Top 200 Mortgage Originator in the Nation

Rob Spinosa and team were recently named to Mortgage Executive Magazine’s list of the Top 200 originators in the country.
James Hinds

James Hinds, Interviewed on ExitCoachRadio.com

James Hinds, (SouthBay3), of The Hinds Group, APC was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com on "The impact of the COVID-19 on middle market businesses and bankruptcy planning". To...

Loreen Gilbert on CNBC’s Power Lunch

Click on the link below to see Loreen's appearance on CNBC!
Rick Itzkowich

15 Tips for Small Business Owners Planning Their First Budget

Rick Itzkowich, a member of the Forbes Expert Coaches Panel, shares a Forbes business article that included thoughts on “Do It Three Times.” New businesses will be launched in response...
Jules Taggart

Jules Taggart of Wayward Kind Digital Marketing Quoted in BBC About Merging Work and Vacation

Jules Taggart, Founder and President of Wayward Kind Digital Marketing, was recently featured in BBC News, discussing why it's important for leaders to take a workcation a couple times a...

Martin Pichinson | New York Times

Martin Pichinson featured in the New York times article titled Start-Ups Are Pummeled in the ‘Great Unwinding’ Read more here.
Jennifer Goddard-Combs

Jennifer Goddard Combs publishes article titled, Careers Today Can Hinge on Online Reputation Management

Jennifer Goddard Combs recently published an article for the Pacific Coast Business Times about managing online reputations. For over the past 20 years Jennifer's business, The Goddard Company, has been...
Barry Kurtz

Best Practices for Business Franchises During the Pandemic, in Los Angeles & San Francisco Daily Journal

Article by Barry Kurtz and Matt Soroky were published in an article featured in the LA and SF Daily Journals. The article focuses on the fact that franchising as we...
Catherine Mattice-Zundel

Dealing with Sticky Virtual Workplace Situations – Catherine Mattice Zundel interviewed

Global background screening company EBI asked Catherine how to deal with some of the sticky situations that may arise in a virtual environment... How do you terminate employment? What if...
Sheeba Varghese

Sheeba Varghese featured on Nestor’s Leadership Podcast

Coach Sheeba Varghese appeared as a guest on Nestor's Leadership Podcast and shared best practices on handling difficult conversations in a remote work environment. Click the link to listen to...

Martin Pichinson in CIO Drive

Martin Pichinson featured this week in CIO Drive.
Angela Reddock

Angela Reddock-Wright Was a Guest on ABC 7 News

On Monday, March 30, 2020, Attorney Angela Reddock-Wright, employment mediator and arbitrator with Judicate West, and the Founding and Managing Partner of the Reddock Law Group, was a guest on...
Cynthia Flynn

Cynthia Flynn Featured on Exit Coach Radio

Cynthia Flynn, Managing Partner of Hackler, Flynn & Associates was interviewed by Bill Black on www.ExitCoachRadio.com on "COVID-19 and How it is Affecting Business Owners". Listen to Cynthia anytime and...
Mahyar Ghassemian

Mahyar Ghassemian Featured on Exit Coach Radio

Mahyar Ghassemian of Ghassemian Law Group was interviewed by Bill Black on www.ExitCoachRadio.com on "Contract Provisions Can Help You Deal with COVID-19". Listen to Mahyar's interview anytime and over 100...
Eric Erenstoft

Eric Erenstoft Launches Book – Conscious Intelligence

Conscious Intelligence elevates conscious leaders to personally connect what they do with who they are in order to perform optimally. It is for people like us that have the conviction...
John Stephens

John Stephens Interviewed Fabrice Paracuellos on KOCI on COVID-19

John Stephens interviewed Fabrice Paracuellos on KOCI on COVID-19 mental health issues. View it here.
Kathleen McEntee

Kathleen McEntee Contributes Marketing Insights to ebook: Navigating the Coronavirus COVID-19 Pandemic

It’s critical to communicate. That means communication to everyone who touches your firm.” For more information click here.
Paul Menes

Paul Menes Awarded AV (Preeminent) Rating 15 Years In a Row

Paul was awarded the peer-rated AV rating by Martindale Hubbell for the 15th straight year. AV is the highest rating achievable, for which less than 10% of U.S. attorneys qualify....

Lisa Anderson Interviewed by NBC Sports NW/Rip City Radio in Portland

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was interviewed by Rip City and discusses how the supply chain works. For more...
Dorothy Richardson

Dorothy Richardson’s Article on Music Licensing Appears in the April Issue of Valley Lawyer

Dorothy Richardson's article on "Music Licensing: A Changing Landscape" appeared in the April issue of Valley Lawyer. Read it here.
Katie Wagner

KWSM’s Katie Wagner Interviewed on Assessing New Hires

Katie Wagner, President of KWSM: a digital marketing agency, was recently quoted in an article in allBusiness, discussing the importance of a strong onboarding process for new hires. Read the...

John Grace RT America News. Coronavirus Pandemic Prompts Unprecedented Measures

John Grace joinsRT America with Rick Sanchez for a special coverage report after President Trump releases his first announcement in response to the coronavirus. John offers investors his insight into what...
Sarah Tetlow

Staying Focused Through Distractions and Interruptions to Feel More Accomplished

Sarah Tetlow of Firm Focus appears on The Partner Podcast with Scott Love of The Attorney Search Group. She discusses productivity tips in Podcast No. 51: Staying Focused Through Distractions...
Kandy Williams

Kandy Williams Featured on Exit Coach Radio

Kandy Williams of Forward Counsel was interviewed by Bill Black on www.ExitCoachRadio.com on "How does Covid-19 Affect Your Business Transactions?". Listen to Kandy anytime and over 100 other ProVisors members...
Chris King

Chris King Featured on www.ExitCoachRadio.com

Chris King (Silicon Beach GLA) was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com on "Keeping Your Flow Going Strong". To listen to Chris (and 100+ other ProVisors members) or schedule...
Barry Cohn

Barry Cohn Featured in April Edition of CalBroker Magazine

Barry Cohn is featured in the April edition of California Broker magazine "Counting Employees Doesn't Always Add Up" Read the story here.
Angela Reddock

Angela Reddock-Wright Was Guest on KTLA 5 News

On April 01, 2020, Attorney 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...
Karen McKenna

Karen McKenna Quoted in the Boston Globe

Karen McKenna was quoted in the Boston Globe in a story about the surge of wills and healthcare proxies being put into place as a result of COVID-19. Read the...
LeiLani E Quiray

LeiLani Quiray Interviewed on ExitCoachRadio.com

LeiLani Quiray, (SiliconBeach2), CEO of bethechangeHR.org was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com on "Being a Compassionate Leader during Covid-19". To listen to Leilani (and 100+ other Provisors members)...
Marc Garelick

Marc Garelick Interviewed on Exit Coach Radio.com

Marc Garelick (NB) Partner at Meyer, Olson, Lowy & Meyers, LLP was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com on "Divorce options during COVID-19". To listen to Marc (and 100+...
Paula Cizek

Paula Cizek Featured in Women’s Wear Daily on How Leaders Can Survive COVID

As part of a series on crisis management, trade magazine Women's Wear Daily interviewed Paula Cizek, Chief Research officer of NOBL, on how leaders could manage COVID-19 disruption. Key suggestions...
Angela Reddock

Angela Reddock-Wright Was a Guest on ABC 7 News

On Friday, April 10, 2020, Angela Reddock-Wright, an employment law mediator and arbitrator with Judicate West and the Founding and Managing Partner of the Reddock Law Group, was a guest...

Martin Pichinson featured on NPR

The 'Undertaker Of Silicon Valley' Stays Busy As Startups Lay Off Thousands. Read or listen to the article here.

Lisa Anderson, LMA Consulting Group Shares Advice in Society for the Advancement of Consulting eBook: Successfully Navigating the Coronavirus COVID-19 Pandemic

Your business won’t succeed without your end-to-end supply chain.” For more information read this article.

Loreen Gilbert makes TD Ameritrade Appearance

View Loreen’s interview by clicking here. Loreen Gilbert Interview on KX93.5 Listen to the interview.
Jules Taggart

Jules Taggart of Wayward Kind Digital Marketing Quoted on How Coronavirus Will Impact Marketing

Jules Taggart, Founder and President of Wayward Kind Digital Marketing, was recently featured in The Augurian, discussing how to proactively manage digital marketing during coronavirus. Read the full article.
Susan Schwartz

Wonder Woman in Business, Susan Schwartz

Susan Schwartz interview with Susan Freeman for Wonder Women in Business podcast.
James Hoover

James Hoover Receives Avvo’s 2020 Clients’ Choice Award

James J. Hoover, Partner and Certified Family Law Specialist at Hoover Krepelka, LLP has earned the prestigious 2020 Avvo Clients’ Choice Award for Divorce Attorney. This is the sixth year...
Natalie Elisha

Natalie Elisha Gold on CBS Detailing her Free Wills for Healthcare Workers Program

Natalie Elisha Gold is a California attorney creating free wills for healthcare workers across the country. She joins CBSN's Reena Ninan to explain why these documents are so important. See...
Sherry Dutra

Sherry Dutra’s Article Published in the New Hampshire Bar News

Sherry Dutra's article, 7 Keys to Enhancing Resilience, was published in the April 15th issue of NH Bar News.
Sarah Reznick

Sarah Reznick, CFP Earns Nomination by CALCPA

Sarah Reznick, CFP and GL of WL8 has earned the nomination of 2020 Women to Watch Award from CalCPA as an Emerging Leader in the non-CPA category by CalCPA.

Ross Legal Featured in LawFlip Podcast on Cannabis Law and News

Polina Ross and Brian Ross, partners in Ross Legal Corporation, were recently the featured guests on the LawFlip Podcast, hosted by Benjy Smith and Louis Benowitz of Smith & Benowitz....
Klaudia Kovacs

Immigrant Magazine interview with Klaudia Kovacs

Immigrant Magazine interviewed LEGACY DOCUMENTARY specialist and film director, Klaudia Kovacs, about how she helps individuals, families, companies, and non-profits to create a film-biography/legacy. See the interview here.
Neville Johnson

Neville Johnson Top 100 SuperLawyer

Neville Johnson has been chosen by his peers as one of the Top 100 lawyers in Southern California, and the only one specializing in entertainment.
Jonathan Fitzgarrald

Jonathan Fitzgarrald Recognized as a Los Angeles Business Journal Emerging and Small Business Award Nominee

The Los Angeles Business Journal has recognized Jonathan Fitzgarrald of Equinox Strategy Partners as a nominee for its inaugural Emerging and Small Business Award that recognizes the leaders of emerging...

John Grace on the News at TD Ameritrade

We were all getting high on "hopium," See the interview. "From Complacency to Panic in a Nanosecond" - John Grace, Wave Publications Columnist Look past COVID-19 to see that there...

Dr. Jeremy Lurey Interviewed on Tips for Engaging a Virtual Workforce During Coronavirus Crisis

With “safer at home” becoming the norm across the U.S., most offices are closing and businesses are shifting to a virtual workforce. Dr. Jeremy Lurey shared several strategies for living...

Loreen Gilbert on CNBC

Loreen appeared on CNBC's Special: "Markets in Turmoil" on Thursday, March 19th. View the video. Loreen Gilbert Appears on TD Ameritrade See Loreen Gilbert on TD Ameritrade CNB's Power LunchLurey...
Brian Harman

Dr. Brian M M Harman Speaks at TEDx Conference

Trust, Humor, Failure, and Leadership - what do the have in common??? Check out Brian's fun TEDx Talk here.
Mitch Williams

Owner/CEO Mitch Williams, Home Helpers of San Mateo, Received Award

Home Helpers of San Mateo County has received the distinguished 2020 Best of Home Care –Leader in Excellence Award from Home Care Pulse, the leading firm in quality assurance for...
Brett Sharenow

Brett Sharenow, Broadscope Consulting, Provides Compelling CEO and Founder insights on the Investor’s Podcast Network

Insights on developing business strategy, raising capital, and preparing for VC, PE, and Angel investor meetings that have helped CEOs and founders raise more than $750 million. The podcast is...
Sara Gilman

Sara Gilman Announces – TAG Wins National Private Asset Management (PAM) Award

TAG won the "Best General Ledger System" at the distinguished Private Asset Management (PAM) Awards. The award is designed to honor a firm who provides outsourced general bookkeeping, bill pay...
Angela Reddock

Angela Reddock-Wright Guest on ABC 7 News to Discuss Coronavirus and the Workplace

Angela Reddock-Wright, an employment law mediator and arbitrator with Judicate West and the Founding and Managing Partner of the Reddock Law Group, was a guest on ABC 7 News to...
Bob Furlong

Bob Furlong Five Star Wealth Manager

Bob Furlong of the Bulfinch Group has earned the designation of Five Star Wealth Manager. The Five Star Wealth Manager award is annually given to financial managers who are identified...

Lisa Anderson quoted in The Signal Santa Clarita Valley

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “Restocking shelves amid the novel coronavirus”. For more information...
ProVisors - Business Networking with Trusted Advisors - Build Referrals

Joe Bruno weighs in on U.S. attorney pick

ALBANY — Joe Bruno, a former leader of the state Senate who was rung up on federal corruption charges, has been urging the White House not to elevate any current…