Category: Events on Home Page

Business owners: don’t miss our next “Business Unusual” webinar as Joe Campolo and Peter Klein discuss Long Island business recovery, the markets, and strategies to move forward productively. They will also welcome Rich Humann, President & CEO of H2M architects + engineers, to address infrastructure investment.

Investing in infrastructure is often viewed as the fastest way to boost economic growth by stimulating job creation and helping a battered economy recover. But COVID-19 has turned old rules and accepted wisdom on its head. Is infrastructure spending feasible and worthwhile in today’s new normal? Join us for a critical discussion about which projects are happening, which are paused, and which have been axed. We’ll address how stimulus dollars are being used, whether infrastructure spending can fill tax voids in the middle of a pandemic, and whether we can grow our way out of this crisis by investing in infrastructure.

Q&A is a critical piece of each episode, so bring your questions.

Date: Tuesday, June 16
Time: 11:30 a.m.

Have questions for our speakers? Submit now to Lauren at lkanter@cmmllp.com or via the Q&A feature during the webinar.

Our reality is anything but business as usual. Join business leaders Joe Campolo and Peter Klein for our next webinar as they discuss Long Island business recovery and the markets. They will also welcome John Miller, President & CEO of Guide Dog Foundation and America’s VetDogs, and Terri Alessi-Miceli, President & CEO of HIA-LI, to discuss how nonprofits and business associations are moving forward.

Part of what sets Long Island apart is its vibrant nonprofit community and chambers of commerce. Over the past few months, the work of these organizations has become more important than ever. Join us to hear from Terri Alessi-Miceli about the critical role that 501(c)(6) business organizations, such as HIA-LI, will have in our economic recovery. John Miller, as head of national nonprofits, will address the challenges of operating on a national scale among a patchwork of differing state rules. We’ll also focus on the unique relationship between the business and nonprofit communities on Long Island and what we can expect to see as galas go virtual and nonprofits work to stretch their dollars.

Q&A is a critical piece of each episode, so bring your questions!

Date: Tuesday, June 23
Time: 11:30 a.m.

Have questions for our speakers? Submit now to Lauren at lkanter@cmmllp.com or via the Q&A feature during the webinar.

HIA-LI Presents: Critical Updates to Help Businesses Through the Coronavirus

Wednesday, June 17, 2020

10:30 a.m. – 11:30 a.m.

Zoom Webinar – space is limited to the first 100 registrants

The program is complimentary, but registration is required. Register here.

To submit your questions for the speakers prior to the webinar, email lkanter@cmmllp.com.

As XPX closes out their Long Island Chapter for the 2019/2020 session they will circle back to their case study and finalize considerations for the family and business. You can expect to learn:

* The journey to closing from an investment banking process

* How to get the right results from negotiating strategies

* Due diligence preparation and pitfalls – war stories

*What legal documents mean and the important role they play

DATE: June 12, 2020

TIME: 8:20 AM – 9:30 AM

PLEASE LOG IN EARLY TO BE READY FOR 8:30 START TIME

SPEAKERS:

Christine Malafi, Senior Partner – Campolo, Middleton & McCormick, LLP

Gregg Schor, Chief Executive Officer – Protegrity Advisors

Jeffrey L. Bass, M.A., M.P.A. – Executive Strategies Group LLC

Jeff Stern, Principal – Eagle Business Solutions

About XPX Long Island

XPX is all about collaboration, learning and building relationships to serve our clients. XPX members are professional service providers who assist with business value growth, exit and succession planning, business value transfer, and business owner life and legacy. Assisting business owners through all stages of the company life cycle, XPX members put their clients first by collaborating as a team in order to provide clear, coordinated advice.

Our new world is far from business as usual. Join business leaders Joe Campolo and Peter Klein for our next business recovery webinar as they welcome Jim Coughlan, Principal and Co-Founder of TRITEC Real Estate Company.

This episode will focus on the real estate development sector – a key piece of Long Island’s previously booming economy. Now that the COVID pandemic has changed how we work, live, and play, how will the real estate development sector respond to changing needs?

Social distancing, businesses struggling to pay rent, changing workplaces, and former commuters seeking local spaces are all part of our new reality. Real estate development on Long Island must be repurposed and reimagined in response. We look forward to a critical discussion that will empower business owners to confidently examine their workplaces and move forward.

Q&A is a critical piece of each episode, so bring your questions.

Date: Tuesday, June 9

Time: 11:30 a.m.

Our new world is anything but business as usual. Join business leaders Joe Campolo and Peter Klein for our next business recovery webinar as they welcome Joe Camberato, President of National Business Capital & Services.

The economic fallout of the COVID-19 pandemic continues to be felt in devastating new ways. Business owners have had to return to the most basic of economic principles as they struggle to stay afloat: cash is king. Businesses have had to make cuts that would have seemed unfathomable just a few months ago.

As the business community tightens its belt, join us to learn innovative ways to manage your cash flow as we hunker down for a longer period of financial unrest than we imagined. The discussion will focus on creatively stretching your dollars and how to pivot your financial practices to a more sustainable path.

Q&A is a critical piece of each episode, so bring your questions!

Date: June 2, 2020

Time: 11:30 A.M.

Have questions for our speakers? Submit now to Lauren at lkanter@cmmllp.com or via the Q&A feature during the webinar.

Restrictions may slowly be easing, but our new world is anything but business as usual. Join business leaders Joe Campolo and Peter Klein for this week’s business recovery webinar as they welcome Kevin O’Connor, President & CEO of BNB Bank.

The discussion will focus on long-term strategies for businesses to survive in our new world. While the Paycheck Protection Program (PPP) remains the hot topic of the moment, it’s merely a stopgap. We need to start thinking now about how to survive once those funds run out. As leaders, we cannot rely on the PPP to save our businesses and our economy – we must do it ourselves by accepting reality and reinventing business as we know it. Join us for an intimate discussion on what that reinvention may look like. 

Q&A is a critical piece of each episode, so bring your questions!

Date: Tuesday, May 26

Time: 11:30 a.m.

Presented by Alan Sasserath, CPA, MS – Partner, Sasserath & Zoraian, LLP
Sponsored by Campolo, Middleton & McCormick, LLP and CMM Strategies

The highly anticipated PPP Loan Forgiveness Application has now been released. Please join us for Part 2 of the successful PPP Webinar where Alan Sasserath, CPA, MS breaks down the application and empowers you with the tools you need to maximize your loan forgiveness.

The webinar will cover:

1. Guiding principles when completing the application
2. What was made clear and what requires more clarity in the application
3. Subtle and not-so-subtle changes in definitions and calculations in the application

We will also introduce an updated workbook based on the application to help you calculate your loan forgiveness.

Date: Wednesday, May 20, 2020
Time: 3:00 – 4:00 p.m.

To submit questions prior to the webinar, please email George Batas at georgeb@sz-cpas.com or Fred Rook at fredr@sz-cpas.com. You will also have the opportunity to submit questions during the webinar.

Understanding the Forgiveness Provisions, Recent SBA Guidance, and What Businesses Need to Do Now to Maximize Loan Forgiveness – Part 2

Join Gettry Marcus, CPA, P.C. and Christine Malafi, Esq. for Part 2 of their highly successful webinar series on PPP Loan Forgiveness. This webinar will address the latest loan forgiveness issues which will include:

• Review of PPP Loan Forgiveness Application Form, Including:

• Alternative payroll Covered Period
• Forty-hour workweek benchmark for FTE status
• Safe harbor requirements for both rehiring of employees and adjusting employee compensation
• FTE reduction exemptions for employees in the Covered Period or Alternative Payroll Covered Period
• Documentation required to substantiate loan forgiveness calculation

• Planning Tools

• SBA and Treasury Department Guidance

• Q&A

PROGRAM PANELISTS

Lee Ferber, CPA, Partner at Gettry Marcus CPA, P.C.

Christine Malafi, Esq., Senior Partner at Campolo, Middleton & McCormick, LLP

Nicholas Backmann, CPA, Supervisor at Gettry Marcus CPA, P.C.

Date: May 22, 2020

Time: 10AM – 11AM