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“Etiquette 101” Article Spotlights CMM’s Innovative Training Programs for Attorneys and Staff

Posted: August 29th, 2017

By Adina Genn

Keep cell phones and keys off the table. Limit yourself to one alcoholic drink. And dress appropriately.

Attorneys meeting with clients must know proper form for not only the courtroom but also the dining room. And while much of this is common sense, it never hurts to brush up on etiquette.

That was the thinking behind a recent Campolo, Middleton & McCormick event. The law firm, with headquarters in Ronkonkoma, recently invited its 35 attorneys to a three-course dinner at St. George’s Golf & Country Club in East Setauket. The theme? Basic manners and etiquette tips for business and formal events.

Although the interactive evening was lighthearted and fun, it did fit in the firm’s mission of training and investing in its employees.

And when it comes to best practices, understanding etiquette is “equally important” as other training, said Joe Campolo, the firm’s managing partner.

It’s the kind of training Campolo went through as a student at Fordham Law School, but when speaking with CMM attorneys, it turned out that no one had gone through similar training. But the coaching, he said, would go a long way.

“We’re probably not going to ever win a client over because we have great manners, but we certainly could lose a client if we’re a bunch of slobs,” he said.

Certainly, if breaking bread is the opportunity to build business, good etiquette only furthers the cause.

The training comes at a time that Campolo calls “the casualization of society” where diners sometimes show up to fine restaurants in shorts and flip-flops. And while he wasn’t aiming to “re-create Downton Abbey,” the event provided the opportunity for the firm’s colleagues to bond, laugh and get a refresher on the basics of decent manners.

For example, when it comes to hosting a meal out, consider your guest’s tastes and travel time, and avoid places that are cramped, crowded and known for their slow service, said Joan Jerkens, the owner of Melville-based Act As If Etiquette & Protocol, the evening’s etiquette expert. If you’re the guest, respond to the invitation and consider scoping out the location in advance.

And, she cautioned, be on time.

Diners who aren’t sure about table settings are not alone.

“As I attend business lunches, there’s a lot of confusion,” Campolo said. “People drink water from a glass someone already drank out of, or eat bread that’s already been eaten – it gets awkward.”

Jerkens recommended an acronym: BMW (bread plate on the left, main-course plate in the center, water glass to the right). The breadbasket should get passed clockwise. And when finished with utensils, rest them on the plate, never on the linens.

As for talking shop? Wait at least until after the order has been placed, if not until the main course. Focus instead on small talk, Jerkens said. Not surprisingly, ordering non-messy food is recommended.

And when it comes to drinks, less is more, she noted, recommending no more than one drink.

But that doesn’t mean no alcohol. And it never hurts to know which kinds of wines go with which dishes. Samantha Macleod, the evening’s wine expert, shared some helpful tips. For example, if you’re having a dish with mushrooms and truffles, consider a Pinot Noir. For fatty fish, or fish in a rich sauce, Chardonnay is a good go-to, while light fish dishes pair well with Pinot Grigio.

Champagne goes with anything salty, while Cabernet Sauvignon works well with steaks or chops. And Malbec and spicy barbecue sauces are a recommended combination.

And there’s no need to order a $200 bottle of wine. Rather than try to impress with a hefty price tag, look to make your guest comfortable, with enjoyment being the main focus.

When it comes to struggling over who is going to foot the bill, as host, you can make that challenge a nonstarter by giving your credit card in advance to the maître-d’ to pay the bill, Jerkens said. That way the restaurant settles up with you, and the bill never arrives at the table prompting an awkward moment. But if you intend to split the bill, make it clear when first making plans to get together.

And if you’re the guest, order in the middle price range, Jerkens said.

While cell phones should be off the table, if you do get an urgent call, leave the table and area, Jerkens said. But that triggers the dilemma: what to do with the napkin on your lap? Fold it (covering any soiled spots) and put it on the left of your plate – never on the plate itself.

As for making introductions – for instance, if dining with a client, and the firm’s managing partner stops by the table to say hello – introduce the person you want to honor first, which in this instance is the client. And while standing up during an introduction shows good manners, those at the table should “at the very least, put the utensils down,” Jerkens said.

Choosing the proper attire can also create challenges, which is where Janine Giorgenti, the owner of Giorgenti New York, a custom clothing shop in Garden City, offered tips. Dress for the size you are now, rather than waiting until losing that extra 10 pounds. If it’s a day where you have multiple events on your calendar, consider which requires the most formal attire and dress for that occasion. And remember, even if you aren’t seeing clients that day, dress as though you are: Clients may still be coming into the office, and it’s key to look professional.

Keeping with the evening’s interactive theme, the attorneys had the chance to set the table, so they could garner a better understanding of place settings. They also had an opportunity to ask questions. And there were contests and prizes, which included etiquette books.

“There was huge team building, and the feedback showed how much they learned,” Campolo said.

Jerkens agreed, noting, “Everyone walked out with a little more knowledge.”

Read it on LIBN.

View photos from the event here!

CMM’s innovative training programs spotlighted in “Etiquette 101”

Posted: August 29th, 2017

By Adina Genn, Long Island Business News

Keep cell phones and keys off the table. Limit yourself to one alcoholic drink. And dress appropriately.

Attorneys meeting with clients must know proper form for not only the courtroom but also the dining room. And while much of this is common sense, it never hurts to brush up on etiquette.

That was the thinking behind a recent Campolo, Middleton & McCormick event. The law firm, with headquarters in Ronkonkoma, recently invited its 35 attorneys to a three-course dinner at St. George’s Golf & Country Club in East Setauket. The theme? Basic manners and etiquette tips for business and formal events.

Although the interactive evening was lighthearted and fun, it did fit in the firm’s mission of training and investing in its employees.

And when it comes to best practices, understanding etiquette is “equally important” as other training, said Joe Campolo, the firm’s managing partner.

It’s the kind of training Campolo went through as a student at Fordham Law School, but when speaking with CMM attorneys, it turned out that no one had gone through similar training. But the coaching, he said, would go a long way.

“We’re probably not going to ever win a client over because we have great manners, but we certainly could lose a client if we’re a bunch of slobs,” he said.

Certainly, if breaking bread is the opportunity to build business, good etiquette only furthers the cause.

The training comes at a time that Campolo calls “the casualization of society” where diners sometimes show up to fine restaurants in shorts and flip-flops. And while he wasn’t aiming to “re-create Downton Abbey,” the event provided the opportunity for the firm’s colleagues to bond, laugh and get a refresher on the basics of decent manners.

For example, when it comes to hosting a meal out, consider your guest’s tastes and travel time, and avoid places that are cramped, crowded and known for their slow service, said Joan Jerkens, the owner of Melville-based Act As If Etiquette & Protocol, the evening’s etiquette expert. If you’re the guest, respond to the invitation and consider scoping out the location in advance.

And, she cautioned, be on time.

Diners who aren’t sure about table settings are not alone.

“As I attend business lunches, there’s a lot of confusion,” Campolo said. “People drink water from a glass someone already drank out of, or eat bread that’s already been eaten – it gets awkward.”

Jerkens recommended an acronym: BMW (bread plate on the left, main-course plate in the center, water glass to the right). The breadbasket should get passed clockwise. And when finished with utensils, rest them on the plate, never on the linens.

As for talking shop? Wait at least until after the order has been placed, if not until the main course. Focus instead on small talk, Jerkens said. Not surprisingly, ordering non-messy food is recommended.

And when it comes to drinks, less is more, she noted, recommending no more than one drink.

But that doesn’t mean no alcohol. And it never hurts to know which kinds of wines go with which dishes. Samantha Macleod, the evening’s wine expert, shared some helpful tips. For example, if you’re having a dish with mushrooms and truffles, consider a Pinot Noir. For fatty fish, or fish in a rich sauce, Chardonnay is a good go-to, while light fish dishes pair well with Pinot Grigio.

Champagne goes with anything salty, while Cabernet Sauvignon works well with steaks or chops. And Malbec and spicy barbecue sauces are a recommended combination.

And there’s no need to order a $200 bottle of wine. Rather than try to impress with a hefty price tag, look to make your guest comfortable, with enjoyment being the main focus.

When it comes to struggling over who is going to foot the bill, as host, you can make that challenge a nonstarter by giving your credit card in advance to the maître-d’ to pay the bill, Jerkens said. That way the restaurant settles up with you, and the bill never arrives at the table prompting an awkward moment. But if you intend to split the bill, make it clear when first making plans to get together.

And if you’re the guest, order in the middle price range, Jerkens said.

While cell phones should be off the table, if you do get an urgent call, leave the table and area, Jerkens said. But that triggers the dilemma: what to do with the napkin on your lap? Fold it (covering any soiled spots) and put it on the left of your plate – never on the plate itself.

As for making introductions – for instance, if dining with a client, and the firm’s managing partner stops by the table to say hello – introduce the person you want to honor first, which in this instance is the client. And while standing up during an introduction shows good manners, those at the table should “at the very least, put the utensils down,” Jerkens said.

Choosing the proper attire can also create challenges, which is where Janine Giorgenti, the owner of Giorgenti New York, a custom clothing shop in Garden City, offered tips. Dress for the size you are now, rather than waiting until losing that extra 10 pounds. If it’s a day where you have multiple events on your calendar, consider which requires the most formal attire and dress for that occasion. And remember, even if you aren’t seeing clients that day, dress as though you are: Clients may still be coming into the office, and it’s key to look professional.

Keeping with the evening’s interactive theme, the attorneys had the chance to set the table, so they could garner a better understanding of place settings. They also had an opportunity to ask questions. And there were contests and prizes, which included etiquette books.

“There was huge team building, and the feedback showed how much they learned,” Campolo said.

Jerkens agreed, noting, “Everyone walked out with a little more knowledge.”

Read it on LIBN.

View photos from the event here!

Illustrating the Depth of its M&A Practice, CMM Advises Purchaser of Companies Dedicated to Children’s Health

Posted: August 29th, 2017

Solidifying its reputation as a go-to M&A firm across a wide range of industries, Campolo, Middleton & McCormick, LLP represented the buyer in the acquisition of Butter Beans, Inc. and Butter Beans Wellness, Inc., innovative companies offering nutrient-rich meals and fact-filled wellness initiatives to promote healthier lifestyle choices. Butter Beans also brands nutritional and locally sourced meals through a centralized kitchen concept. The terms of the deal, which closed in early summer 2017, were not disclosed.

Purchaser and CMM client Patrick Persons is the founder and President of Impetus Capital. He has successfully led business integrations of acquired companies within the middle market sector while enhancing sales and marketing, operational, financial, and back-office efficiencies.

Queens-based Butter Beans was founded to address the challenges that busy parents face in providing their children homemade, delicious, and healthy meals to bring to school every day. Seeking to provide healthy food for bodies and minds, Butter Beans offers lunch programs for schools that wish to offer hot lunch to their entire student body and wellness education programs inside and outside the classroom. Butter Beans meals are made by trained chefs with local, seasonal, and organic ingredients. Learn more at http://butterbeanskitchen.com/.

Malafi named to LIBN’s “Who’s Who in Women in Professional Services”

Posted: August 22nd, 2017

Christine Malafi

Christine Malafi chairs the firm’s Corporate department, one of the most robust teams in the New York region. Her practice focuses on mergers and acquisitions, corporate governance, routine and complex transactions, labor and employment issues, and other business matters, as well as municipalinsurance coverage, and fraud issues.  She routinely represents buyers and sellers in multimillion dollar transactions (from technology companies to manufacturers to healthcare businesses) and serves in a general counsel role for many of the firm’s internationally-based clients.

In her role leading CMM’s busy Corporate and Labor & Employment practices, Malafi has seen her fair share of non-compete agreements.

“Traditionally, these type of agreements have been used to protect an employer’s interests with respect to specialized matters, trade and business secrets, and highly valuable information (such as customer lists), prohibiting certain employees from working for a rival company for a specific amount of time after leaving employment,” Malafi said. “However, the role of these agreements has evolved, and the New York State Attorney General’s office is pushing back.”

“Over the past year, AG Schneiderman’s office has pursued numerous investigations into the use of non-competes by New York employers, and the findings have shown that an increasing number of employers are requiring low-wage, unskilled workers to sign such agreements, often restricting the employee’s ability to find work after leaving the company,” she said.

“Enforceability of non-compete agreements in New York State has been highly litigated, with courts declining to enforce them unless they are narrowly tailored and reasonable in terms of the length of time, geographic scope, restricted activities, and employer’s industry,” Malafi noted.  “The focus of a non-compete should be to protect the employer’s business, not to unnecessarily and unreasonably restrict an employee from earning a living after leaving employment.”

“Against this changing landscape, I tell my clients to take this as an opportunity to review their existing agreements and update their hiring policies,” advised Malafi. “I encourage them to do away with blanket policies requiring all employees, regardless of skill and pay level, to sign non-competes.  Instead, employers should assess each employee and position individually, considering possible access to proprietary information, whether specialized skills are needed in a specific job, and whether there is a legitimate business interest in barring an employee from working for a competing company after he or she departs.”

Malafi has earned an AV Preeminent Rating from Martindale-Hubbell. Among her many recognitions, she was named a top 2016 Woman in Law from Hofstra University School of Law and received a 2016 Butterfly Award from Girls Inc. of Long Island.

She is admitted to practice in New York, Connecticut, and before the United States Court of Appeals, Second Circuit; United States District Court, Southern District of New York; and United States District Court, Eastern District of New York.

Malafi earned a bachelor’s degree from Dowling College and a juris doctor, magna cum laude, from Touro College, Jacob D. Fuchsberg Law Center.

She is on the Board of Directors for the Girl Scouts of Suffolk County, the Board of Governors for Touro Law School, and the Board of Directors of Natasha’s Justice Project.

A premier law firm, Campolo, Middleton & McCormick does not seek to be the largest law firm as measured by number of lawyers or offices. Instead, it strives to be the firm of choice for clients with respect to their most challenging legal issues, most significant business transactions, and most critical disputes. The firm is committed to handle each of its clients’ legal matters with a blend of dedication, skill, and drive.

Campolo Recognized by Business Community as a “Long Island Icon”

Posted: August 15th, 2017

Ronkonkoma, NY – Joe Campolo, Managing Partner of Campolo, Middleton & McCormick, LLP, a premier law firm, has been recognized by the business community with a Long Island Business News ICON Award. ICON winners hail from diverse backgrounds in the corporate world, the healthcare industry, the creative and performing arts and beyond, but all share the keen ability to motivate and teach others – hallmarks of Campolo’s leadership style. Campolo will be honored at an awards ceremony and breakfast on September 18, 2017 at 8:00 a.m. at Crest Hollow Country Club in Woodbury.

Consistently voted Best Lawyer on Long Island by the business community, Campolo is described by the press as “a fearless lawyer willing to tackle big and complex cases.”  Under his leadership as Managing Partner at CMM, the firm has grown from two lawyers to a robust and highly respected team of over 30 lawyers servicing clients in a wide range of legal practice areas.  CMM’s commitment to excellence has earned the firm many accolades from the business community. In 2017, CMM was again voted the Best Law Firm on Long Island, prevailing over a field that included many larger and long-established firms. The firm has also been awarded the prestigious Business Achievement Award from HIA-LI and Corporate Citizenship Awards from LIBN and Child Abuse Prevention Services (CAPS), as well as a spot on the U.S. News & World Report list of Best Law Firms.

Campolo dedicates his time to a variety of philanthropic causes, including the Tourette Association of America, HIA-LI, UCP Long Island, the American Red Cross on Long Island, and the Long Island High Technology Incubator. An avid supporter of the arts, Campolo also serves on the advisory board of the Staller Center for the Arts. Prior to starting the firm, Campolo served honorably in the United States Marine Corps.

Campolo is a member of St. George’s Golf & Country Club in Stony Brook.  In addition to his legal work and community involvement, he is also an Executive Producer of “Tribute,” an award-winning short film.

Malafi quoted in Newsday Q&A column “An Employee Transfers, and Spouse Seeks Jobless Benefits”

Posted: August 14th, 2017

By Carrie Mason-Draffen

Mason-Draffen, a business reporter, writes a column about workplace issues.

DEAR CARRIE: I have gotten conflicting information regarding a corporate transfer out of state and unemployment benefits for a “trailing spouse, ” or an employee who quits a job to relocate with a transferred spouse. Does it matter whether the transferred spouse requested the move or if the company required it?

— Leaving New York

DEAR LEAVING: It shouldn’t make a difference who made the request if the trailing spouse is otherwise eligible for jobless benefits, a local employment attorney said.

“Based on the question presented, whether the transferring spouse was forced or volunteered to be transferred out of state makes no difference,” said Christine Malafi, a partner at Campolo, Middleton & McCormick in Ronkonkoma. “And the trailing spouse who immediately follows will likely qualify for NYS unemployment benefits.”

Under New York law, a trailing spouse may even qualify for benefits if he or she quits a job to move with an unemployed spouse who found work in a different locality, Malafi said.

But a trailing spouse doesn’t always qualify for unemployment benefits, she said. For example, if a spouse waits too long to follow, or if he or she quits a job to follow a spouse to college or to move with a retired spouse, he or she may not qualify for unemployment benefits, Malafi said.

When a transfer requires a move out of New York State, the trailing spouse must make a claim for unemployment benefits in the new state, she said.

The new state will most likely be entitled to reimbursement from New York State for any unemployment benefits paid, Malafi said.

Read it on Newsday.

Middleton quoted in “Stevens Drops Lawsuit Against the Village of Poquott”

Posted: August 8th, 2017

by Rita J. Egan, Times Beacon Record

Poquott’s village hall is finally back in business a month after the June 20 election for two board trustees.

Debbie Stevens, one of the five candidates for the position, dropped a lawsuit against the village before a July 19 hearing. Stevens came in third with 178 votes, while New York City firefighter John Richardson won one seat with 195 votes and incumbent Jeff Koppelson the other with 180 votes.

Attorney Scott Middleton of Campolo, Middleton & McCormick, LLP represented the village in the case. He said before the election Poquott’s village attorney called the New York State Conference of Mayors and Municipal Officials and asked about residents who registered less than 10 days before the election and was under the impression that if a person was generally qualified to vote, taking into consideration that they were a U.S. citizen and met the age requirements, they could vote.Stevens had disputed the discarding of the rule that voters must be registered 10 days before an election. She also had an issue with voters with dual residency being able to vote, and Mayor Dee Parrish’s son being an election inspector. Due to her challenging the election results, the Suffolk County Board of Election recanvassed ballots June 29.

“It’s a village election,” Middleton said. “People aren’t thinking about an election in June, everybody thinks about November. Village elections are held in March or June. By the time [residents] are starting to think about it, and they want to exercise their right, if they just moved into the village, it may not be within that 10-day window. That’s why I think that the advisory opinion of NYCOM is that they can be permitted to vote as long as they qualify.”

Middleton said an elementary error in the lawsuit was that Stevens only named the village even though she was required to name all four candidates in it to proceed. Stevens said this was something she didn’t want to do, especially when it came to Richardson, who she ran with on the Peace Party ticket. If she won the lawsuit, a new election would need to take place.

“The corruption continues and that was really why I did this,” Stevens said. “It wasn’t to overturn the election.

I didn’t want that.”

Another factor in her decision to drop the case was the village cancelling meetings since the lawsuit was filed. The owner of Smoothe Laser Center and Medi Spa in East Setauket said she felt dropping the lawsuit was what’s best for the village.

“I’d rather opt for peace than justice,” Stevens said.

Richardson was sworn in as trustee July 12, while Koppelson took his oath July 19 after the lawsuit was dismissed. In an email, Koppelson said the board members accomplished a good amount at their July 20 meeting after not assembling for a few weeks.

“I have to say that the best thing about this meeting was that there seemed to be a desire among everyone to cooperate and stay task-oriented,” Koppelson said. “There were few if any contentious issues. I am optimistic that we can all work together, and if that happens, there will be little blowback from the residents who have been consistently oppositional, angry and disruptive.”

Stevens said she plans to continue attending village hall meetings, and hopes she can play her part in creating better communication between residents and the board members. For the last three years she feels residents have been extremely divided in Poquott.

Stevens said she has been thinking about next year’s election for two trustees and mayor.

“I’m not even sure of that answer,” she said when asked about running again. “I’m doing a lot of thinking. I know in my heart of hearts that I want what’s best for the village.”

Stevens drops lawsuit against the Village of Poquott

CMM Represents Town of Smithtown in Successful Effort to Replace Leadership at Animal Shelter Due to Safety Concerns

Posted: August 2nd, 2017

Campolo, Middleton & McCormick, LLP has secured another municipal victory with its representation of the Town of Smithtown in a successful effort to replace the leadership at the Town’s animal shelter due to serious safety concerns for shelter employees, the animals in their care, and the public.

On July 25, the Town Board voted to terminate shelter director Susan Hansen, accepting the recommendation of independent hearing officer James P. Clark. Clark reached his conclusions after a four-day disciplinary hearing this spring to address reported filthy conditions and disorganized management at the shelter, which had led to two charges of misconduct and five charges of incompetence against Hansen. CMM’s municipal liability practice group, led by Scott Middleton, Esq., aggressively represented the Town of Smithtown at the hearing, calling numerous witnesses to testify, cross-examining Hansen’s witnesses, and introducing exhibits that clearly illustrated the reasons for the Town’s deep concerns over Hansen’s leadership. The evidence pertained to Hansen’s failure to take corrective action with regard to an inoperative fire alarm, exposure of an employee to a volatile situation in violation of operational policy, and failure to maintain a clean and safe environment for the animals and employees, among other serious issues. CMM’s presentation of the evidence persuasively convinced Clark that while Hansen was “unquestionably a dedicated animal activist, [she] is not suited for the role of Director.”

Middleton said of the Board’s decision to terminate Hansen and seek new leadership at the shelter, “The Town takes safety extremely seriously – that of the public, Town employees, and the animals who reside at the shelter. This is the correct result to further the Town’s safety obligations to all parties involved.”