Commercial / For Profit Business

Jeanne Brutman is an independent fee-based financial planner for small to medium-sized businesses and savvy individuals. She conducts rigorous research and carefully monitors changes in the tax code and insurance law that affect financial planning. She then tracks financial products as they evolve to determine how clients can best take advantage of them.

Through her many years of personal and professional experience, Jeanne has acquired the skills necessary to help individuals and small companies make breakthroughs in the areas that are most confusing:

• discretionary benefits
• retirement plans and planning
• workers compensation
• estate analysis and tax strategies
• retirement asset management
• business continuation and succession planning
• long-term investing strategies
• life, disability, long-term care, and group health insurance policies

Jeanne works with a team of a dozen highly trained professionals in related fields for her clients’ convenience. She has four designations in her field LUTCF CFBS, CFS and CLTC and holds several licenses in her profession. She speaks extensively in industry and academia, including Baruch College, Pace College, New York University, The American College for Financial Planners and she has spoken at The Learning Annex, as well as for various industry associations. Jeanne has given more than 50 seminars that were approved for Continuing Education Credits in New York and New Jersey for CPAs and attorneys. Jeanne has also been a member of MDRT for many years, an organization that represents the top 1% of the financial services industry. She also teaches continuing education courses for her industry and is an instructor for the LUTCF designation,

Giving back to her community is a passion. Jeanne has served on the board of her professional association as the Educational Chair (NYCAIFA) and was on the board of the nationally recognized nonprofit organization Savvy Ladies for five years. She is quoted in media and she has appeared by reference in Real Estate Weekly, Financial Planning Magazine, The Green, Golf beyond the Links Magazine, Registered Rep, CNBC online, Smartmoney.com, CFO Magazine and Oprah Winfrey’s website, as well as many other publications and websiites. Jeanne also runs a weekly teleseminar on financial planning every Wednesday evening at 8 Pm ET. To register, go to her website www.askjeannebrutman.com.

Jason founded Nonprofit Solutions Network in 1998 to help nonprofits boost productivity, lower costs, and improve their overall operation through the use of technology. Other IT firms that provide affordable services do this by providing a “one size fits all” approach. Nonprofit Solutions and its sister company that serves small businesses provide technology solutions customized to meet the unique needs and financials challenges of nonprofits and small business. 

Clovia Hamilton founded Lemongrass Consulting, Inc. with 20 years of experience in government.  Lemongrass provides professional strategic planning services related to organizational assessments, business process improvements, intellectual property strategy, community outreach, and government contracting strategy.  

Clovia has a multi-disciplinary background in law, engineering, planning, and management, which enables the firm to offer clients a broad range of services that optimize their return on investment and their end results.  

In addition to consulting, Clovia teaches government contracting at Georgia Tech’s Procurement Assistance Center and helps manage small business programs for local governments in Georgia.

Michelle Dunn is an award-winning author, self-syndicated columnist, and has worked in the credit and debt collection industry for more than 25 years. She has been named one of the Top 5 Women in Collections two years in a row as well as one of the Top 50 most influential collection professionals by her peers. Look for her newest book by Wiley Publishing titled, "The Guide to Getting Paid: Weed Out Bad Paying Customers, Collect on Past Due Balances, and Avoid Bad Debt,” available now everywhere. Visit Michelle online Credit-and-Collections.com

Tara is the founder of Marketing Artfully, a 12-year-old company that creates cutting-edge marketing strategies for small businesses. Tara’s primary responsibilities are speaking with small business owners, conducting workshop trainings, and consulting with clients. With a B.A. in Psychology and 10+ years of “in-the-trenches” marketing experience, Tara’s background prepared her for helping small business owners grow their market share and profitability with “real life” marketing ideas and lead-generating tips.

Alan Siege, CEO/Owner of Small Business Management Consulting, which focuses on small firms. SBMC helps companies increase profits by improving the way they tell their business story. He has been featured in NY Newsday, CrainsNewYork, American Express OPEN, Toilet Paper Entrepreneur, and Good Housekeeping. He is an instructor for the NYC Department of Small Business Services Entrepreneur Boot Camp, a Kaufman Foundation Certified Facilitator for its FastTrac programs offered by NYC, as well as an adjunct Professor at the Center for Continuing Education and Workforce Development at the Borough of Manhattan Community College, and the School of Continuing and Professional Studies at New York University.

Laura Jacob is the President of Pro Way Development based in Stamford, CT. Pro Way helps businesses develop human resource strategies, a plan to hire, manage, and motivate employees. Organizations can maximize their human capital by establishing sound human resource practices that include recruiting, on-boarding, employee relations and retention, and employee development.

Laura has worked in the U.S. and Canada as well as virtually across the globe. She serves as adjunct faculty at local colleges and teaches communication and management skills courses at the American Management Association.

In May 2009 she was named as one of Fairfield County's Top 40 executives under 40 for her work as the President of Pro Way Development.

As CEO of MyCorporation Business Services, Inc., Deborah Sweeney advocates to protect personal and business assets for all consumers. With her extensive experience in the field of corporate and intellectual property law, Deborah can provide insightful commentary on the benefits, barriers, and who should consider incorporation and trademark registration. She also has extensive experience in the start-up and entrepreneurial sector as she has been involved in the formation of hundreds of thousands of MyCorporation’s customers.

Deborah joined MyCorporation in 2003 after serving as outside general counsel for 5 years. She received her Juris Doctor and Masters in Business Administration degrees from Pepperdine University and is a member of the American Bar Association. She also serves on the Board of Regents at California Lutheran University.

Deborah has served as an adjunct professor at the University of West Los Angeles and San Fernando School of Law in the area of corporate and intellectual property law. Because of her extensive knowledge, Sweeney has long served as a speaker and panelist on legal issues affecting new-to-the-world and growing businesses.

Ms. Sweeney is also well-recognized for her written work online as a contributing writer with some of the top business and entrepreneurial blogging sites. Her account with Forbes has featured articles with upward to 25,000 views. She also regularly contributes to American Express, She Takes on the World, YFS Magazine, Empower Me! Magazine, and Business Insider, among others.