Brian Kerrigan, Business Advisor, Accountant, Attorney, Whittlesey &Hadley
A graduate of Roger Williams University School of Law, Mr. Kerrigan is well versed in business practices in the small business market. He has owned 2 business advisory firms during the course of his career and maintained sole responsibility for all sales and development activities. His creative approach to marketing helps clients devise strategies that will help them retain and acquire new clients. Mr. Kerrigan uses his accounting background and advanced analytical techniques to help clients maximize their productive costs, minimize the amount of their non-productive costs, and manage their federal and state tax liabilities. His legal training has provided him a unique perspective and problem solving approach to
minimizing business risks.
Ann Meacham, Leadership Dynamics
Ann is a well trained business leader. After receiving her Master’s Degree, she went on to graduate from Harvard’s Leadership Development program as well as being certified by ICF (International Coach Federation.) Ann has been dedicated to guiding business owners, CEO’s and executives for over 20 years. She specializes in supporting leaders who want to grow their business in a way they thought was impossible.
Her clients recognize that leadership is the single greatest driver of personal and organizational performance excellence. They increase productivity and revenue using strategic leadership. Ann’s leaders are able to engage their people, solve conflictive situations, retain their workers, and attract more customers/clients and more. Ann has aproven record of increasing company revenues and creating more stable workforces.
Rosann Levy, Marketng Guru, The Roart Group, LLC
Rosann, an award winning author and marketer uses the same strategies used to market her own business to help small and family businesses brand and become known in the business community. She is a frequent speaker at universities and organizations throughout the U.S. As the co-founder and President of the Small and Family Business Foundation, Rosann has become a resource for national, regional and local publications including Crains New York Business, The New York Times, Entrepreneur, Family Business Magazine, and guests on TV and Radio that include CNN, The Today Show, Bloomberg News. Her awards include Accountant Advocate of the Year, from The SBA, The Small Business and Family Business Award, from New York Chamber and Top Marketing Director from the American Marketing Association
David Jarcho, Marketing, Crest Consulting
David is the CEO of Crest Consulting LLC. Crest has supported companies’ growth by combining proven marketing strategies and tactics using today’s technology. David has helped companies define their competitive advantage and leverage it to generate more high-quality leads for less money. David’s ability to breakdown complex topics into easily implemented solutions creates comprehensive, sustainable, marketing plans for our clients. David has supported small to large businesses for over 30 years
Arthur D. Levy, CPA, The Roart Group LLC
Arthur, an award-winning accountant, has many years of experience in the financial community and uses his wealth of knowledge to guide business owners in achieving goals and greater financial success. He is a frequent speaker at conferences, universities and organizations around the world. Arthur’s experience includes CEO and partner of the largest independent accounting and business consulting firms in the U. S. He’s served as Chairman of The Small & Family Business Foundation and has personally founded and owned several very successful businesses. His focus on the hospitality industry had him working with leaders like Danny Meyer, Bobby Flay, Charlie Palmer & others. He’s worked extensively with small and family owned businesses helping them meet their growth objectives and profit goals.
Richard Gilles, Managing Partner, Barnraisers Group
Rick is a senior partner in Barnraisers Group LLC. – A Portfolio Consulting Company. He is an entrepreneur and business consultant with 3 decades of experience. He has served as CEO/CFO/COO of multiple businesses, and as a consultant providing C‐level management, business development, turn‐around services as well as launching new ventures. He has also developed dynamic financial cash flow forecasting models for companies and deals ranging in size from $1 million to $12 billion. Over his career Rick has significantly improved results for over 80 companies in 25 different vertical markets
Colleen Ferrary, President|Founder
Colleen Ferrary founded Small Business USA and has used the SBUSA model to create InsightCEO, Generating WInners for families, and Network and Golf. Herself the child of an entrepreneur, her true success started as she led teams of thousands to best in class sales and profit results consistently for over 23 years. Her passion to bring tools from large businesses to support non-public companies became a passion and her greatest success. Today she motivates and consults thousands of business leaders throughout the nation. She speaks and consults for business owners, corporations and women in business with a focus on generational leadership, team building, leadership and business development.
CEO ROUNDTABLE AND SUPPORT
Bec Morse, Bec Morse Consulting
Bec is the CEO of Bec Morse Consulting, a firm that provides professional service businesses with advice, systems and tools to achieve operational excellence. Using her proprietary method, Bec helps businesses develop and implement strategies for saving time and money without compromising unique company culture.
A Program Manager by trade and a business transformation agent by vocation, Bec spent almost 20 years building capability and improving efficiency in the financial services industry. This provided a solid foundation from which to build when she caught the family entrepreneurship bug. She now works exclusively with business leaders on strategic planning, goal-setting, operational planning, project management practices and execution, creating methodologies and workflows, process mapping, team dynamics, performance management and communication effectiveness.