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The Leadership Pivot In A Time Of Crisis

Posted: May 14th, 2020

By: Joe Campolo, Esq. email

Originally published by Express News Group

When I let go of what I am, I become what I might be.

— Lao Tzu

Leaders aren’t born — they are made by the times they exist in and how they rise to the occasion.

Let me back up.

The richness of Long Island lies not only in its real estate and school districts but also in its innovative businesses, restaurants and hospitality. Small businesses are the backbone of our economy and must survive.

Like many of you, I have spent my entire career helping to build Long Island — and, also like you, I am not willing to sit back and watch these businesses be destroyed without a fight.

The only way to move forward is for us to be leaders.

Leading through this pandemic requires both an acceptance of reality and being adaptable and agile to our ever-changing circumstances. The “pivot,” if you will — on steroids.

On Monday, March 16, shell-shocked business owners and employees, my team included, headed home with stacks of folders, remote login instructions, and barely a clue that the world had just changed forever.

Personally, I felt like I had been hit in the head with a bat, and I wasn’t alone. My next few days were filled with panicked calls from clients and friends who simply had no idea what the future held and how their businesses could survive. The fear was palpable, and it paralyzed some of the strongest people I know.

By Friday, March 20, most people were in one of two camps: overtaken by panic (not sure what to do, so doing nothing), or in total denial (refusing to accept the reality of where we are now, which is understandably difficult, because everybody just wants this to go away).

I was trained in the U.S. Marine Corps that no one is coming to help me. So I did the only thing that made sense to me: worked with my team to help cut through that static, and take action.

By Saturday morning, we had launched a first-of-its-kind coronavirus relief hotline, open to all members of the business community, regardless of whether they were CMM clients.

We set up a dedicated phone number and email address where businesses could submit questions about the impact of the pandemic on their businesses. The calls were then routed to the appropriate CMM attorney, who promptly followed up with guidance, at no charge.

Over those first few weeks, we answered hundreds of questions about everything on the business community’s mind: sick leave, workplace safety, cash flow, stimulus questions, and eventually the Paycheck Protection Program application and forgiveness. The list was endless.

Our simple pivot from providing legal services to clients to providing targeted business guidance to the larger business community enabled us to empower these businesses with the knowledge they needed to move forward and make critical decisions impacting their survival.

I truly believe that this work helped many businesses stay open when they otherwise wouldn’t have made it.

Our next pivot involved our charitable foundation, CMM Cares Inc. Before the pandemic hit, we were focused on fundraising initiatives; once we realized the gravity of the situation, our focus shifted from trying to raise awareness of us to raising awareness of others. There were so many good people doing so many good things out there, and we knew we needed to highlight those other organizations so that people could access all the resources available, not just ours.

We immediately launched a donation drive for comfort care items (granola bars, drinks, lotions, etc.) for the health care heroes fighting on the front lines at Stony Brook Medicine, helping to fulfill a critical need with a low-value ask.

We also started an aggressive social media campaign for CMM Cares, where we highlight a mix of charitable initiatives, mental health resources, businesses adapting to the changes, and ways people can help in a crisis that makes us feel powerless. In doing so, we were able to connect hundreds of people to these resources — which is exactly the reason we started the foundation in the first place.

None of us knows where this next chapter leads us, but we can all control our responses. We must be patient, focused, disciplined, hopeful, optimistic and zealous.

We must continue to endure the most stressful conditions we will likely face in our lifetime.

We have to look at a macro level, accept, and adapt.

We must help others along the way, including making sure we are taking care of our own physical and mental health.

We must be able to change and react to brand new circumstances that may arise without warning.

We must find ways to bring value to our new ecosystem.

In short, we must all be leaders to survive.

CMM Strategies Presents Business Unusual: Weekly Recovery Update Webinar

Posted: May 12th, 2020

Event Date: May 19th, 2020

Webinar hosted by Joe Campolo and Peter Klein

Restrictions may slowly be easing, but our new world is anything but business as usual. Join prominent business leaders Joe Campolo and Peter Klein for a weekly webinar where they share critical insights on the state of the Long Island business community and provide a macro perspective to help mitigate the economic fallout and move forward productively.

Each episode will feature commentary on business, finance and more. This first episode will include an in-depth discussion of the impact COVID-19 is having on the local and national economy and how businesses should be preparing to reopen, especially in light of the challenges that PPP and enhanced unemployment are causing in the workforce. In future episodes, Joe and Peter will also welcome guests from various sectors including accounting, legal, manufacturing, finance, and nonprofits, as well as elected officials, to discuss in-depth challenges we are all facing in the new world.

With the world changing daily, remaining in-the-know is key to making decisions that impact the future of your business. Hear directly from the business leaders plugged into the latest changes and gain a critical perspective to guide your decision-making. Q&A is a critical piece of each episode, so bring your questions!

Date: Tuesday, May 19

Time: 11:30 a.m.

Register via Zoom Here

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


The Long Island business community boasts extraordinarily innovative companies and one of the most educated workforces in the country – but is lacking in leadership. Enter CMM Strategies – a leadership academy created by leaders.

We’ve taken a leadership position in everything we’ve done, and we offer real life experience in what it takes to successfully build, pivot, and run a business. Based on repeated requests for training and advice, we launched CMM Strategies as a leadership academy to directly help organizations reach their full potential. We empower businesses and executives to become leaders no matter what the circumstances.

McCormick Elected Treasurer of Suffolk County Bar Association in Historic Virtual Meeting

Posted: May 19th, 2020

Refusing to slow down during unprecedented circumstances, CMM Senior Partner Patrick McCormick was elected Treasurer of the Suffolk County Bar Association this month in the SCBA’s first ever virtual Annual Meeting. SCBA service takes on new importance this year as litigants and businesses face unprecedented economic challenges as well as the closure of courts for an extended period during the pandemic. McCormick’s voice will be critical to help the legal profession reinvent itself, help ensure access to the court system, and work directly with businesses to help them get back to work.

This election is a significant professional milestone for McCormick, who is completing his first year on the SCBA Executive Committee as Secretary and also served a successful two-year term as Dean of the Academy of Law, the SCBA’s educational arm.

McCormick chairs the Appellate Practice group at CMM, having built a reputation as a strategic and talented appellate attorney over nearly three decades in the field. Representing clients in civil and criminal matters in both federal and state court, McCormick has argued numerous appeals, including three arguments at the New York State Court of Appeals, the state’s highest court. He is also a respected trial attorney, litigating all types of complex commercial and real estate matters, and also represents national commercial shopping centers, retailers, and publicly traded home builders in commercial and residential landlord-tenant matters.

The Suffolk County Bar Association is one of the largest voluntary bar associations in New York State. As Dean of the Academy, McCormick spearheaded the continuing education of thousands of New York lawyers. During his tenure he helped bring the Academy into the future by increasing the number of programs, utilizing new technology (which has proved vital during this time), and offering an unprecedented range of topics, scheduling, and formats. He has also served as Chair of the Appellate Practice Committee as well as on the Commercial Division, Landlord/Tenant, and Real Property Committees.

CMM Partners with Staller Center for Complimentary Webinar: Protecting Your Assets

Posted: May 8th, 2020

Event Date: May 20th, 2020

Campolo, Middleton & McCormick, LLP, a Forbes Top Corporate Law Firm in America, in partnership with the Staller Center for the Arts, presents an engaging webinar titled Protecting Your Assets on May 20 at 10:00 a.m. The webinar will feature Martin S. Glass, Esq., who will lead attendees through a comprehensive overview of estate planning and will share tips that can help to protect your assets and clarify this complex process. An interactive Q&A will follow the presentation.  

CMM and its charitable foundation, CMM Cares, has been a generous corporate sponsor of the Staller Center for the Arts and Stony Brook University for over 13 years. In 2019, CMM made a ten-year gift commitment solidifying their dedication to the arts and the University as a whole. The gift was also put toward a new modern sound system for both the main stage theater and recital hall to enhance live performances at the Staller Center.

Date: Wednesday, May 20

Time: 10:00 a.m.

The webinar is free but registration is required. Please register here.

CMM Cares Donation Supports Stony Brook Student-Athletes Impacted by COVID-19

Posted: May 5th, 2020

True to its mission to support Long Islanders and local institutions making an impact, CMM Cares has made a donation to the Stony Brook Athletics “Seawolves Helping Seawolves” initiative. The effort supports student-athletes and their family members impacted by COVID-19.

The coronavirus pandemic has been an unprecedented ordeal across the globe, and local student-athletes here on Long Island are not immune. Not only have students been uprooted from their campus and had many of their sports seasons canceled, but the crisis has also created financial hardship for many of the students and their families. All funds raised will boost Stony Brook’s Emergency Student Support Campaign by going directly to assisting necessary expenses resulting from an illness to either the student-athlete or his/her family member. Other examples of expenses may include groceries, toiletries, academic supplies for online classes, equipment to ensure safe training, or scholarships to support additional years of eligibility.

“Our support for Stony Brook University, and particularly the student-athletes who make us proud every day, is unwavering,” said CMM Senior Partner Scott Middleton, an active member of Stony Brook’s Intercollegiate Athletic Board. “During times like this, having such a strong and supportive community is invaluable.”

Follow CMM Cares on Facebook, LinkedIn, and Twitter.

WEBINAR: Loan Forgiveness Under the Paycheck Protection Program (PPP)

Posted: May 5th, 2020

Event Date: May 8th, 2020

A Personalized Workbook to Plan for Maximum Loan Forgiveness

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

The Paycheck Protection Program (PPP) application process has been one of the most fraught experiences for the business community – reminiscent of the saying, “Ready, Fire, Aim!” For those businesses fortunate enough to have received a PPP loan, managing the forgiveness aspect is just as challenging. Fortunately, the team at Sasserath & Zoraian dove in headfirst to break down the PPP’s forgiveness provisions and has developed a workbook to help entrepreneurs and business owners calculate their loan forgiveness and plan accordingly.

Join us for a webinar introducing this critical tool and a primer on how to use it. Any business that has received or is still awaiting PPP funds must understand how to maximize their loan forgiveness so they can chart their next steps. With this personalized workbook and guidance, business owners can deepen their understanding of the PPP’s forgiveness provisions and put their business on the right path to maximize forgiveness of the loan.

Date: Friday, May 8

Time: 10 a.m.

REGISTER HERE

Registration is limited to the first 100 participants.

WEBINAR: Campolo Joins Fellow Business Leaders for Express News Group Discussion “Weathering the Storm: Key Tips for Bringing Back East End Business”

Posted: May 4th, 2020

Event Date: May 7th, 2020

The popular Express/Press Sessions events will go virtual this week for the first time, with plans to continue important conversations even while social distancing policies make group gatherings impossible. Instead, using the Zoom videoconferencing platform, the Express News Group will hold an interactive webinar discussion titled “Weathering The Storm: Key Tips for Bringing Back East End Business” on Thursday, May 7, at 2 p.m.

The panel will include a group of local experts: attorney and leadership expert Joe Campolo of Campolo, Middleton & McCormick, LLP; financial consultant Rocco Carriero; Kevin O’Connor, the CEO of BNB Bank; and John Tortorella, a well-known and successful local business owner.

The discussion will focus on local businesses, the struggles, the successes, and how to survive and ramp back up for the summer season. Following the format of the Express/Press Sessions, there will be an extensive question-and-answer period involving the audience. The discussion will be moderated by Joseph Shaw, executive editor of the Express News Group, which publishes The Southampton Press, The East Hampton Press, The Sag Harbor Express, and the websites 27east.com and sagharborexpress.com.

“The Press and Express Sessions were designed to bring the community together to discuss important topics, and while we can’t come together for lunch right now, it’s more important than ever that we facilitate these discussions and encourage leaders in their respective fields to join us in a virtual setting,” said Gavin Menu, co-publisher of the Express News Group.

He added, “There is so much uncertainly around the health crisis, and not a single person or business has been unaffected. Small businesses are the lifeblood of our local economy, and they are hurting right now. We are hoping to provide some guidance and best practices for a path forward. We’re hoping people join us, tell their stories and contribute to the conversation.”

The event is free, but space is limited. Register here.

CMM Works Remotely to Secure Dismissal of Federal Case

Posted: May 1st, 2020

Social distancing has changed our lives, but not CMM’s zealous advocacy.

Senior Partner Patrick McCormick recently conducted oral argument via teleconference on a motion we had filed to dismiss a federal complaint filed against our clients, a shareholder of a corporation and his wife, who was an employee. The commercial matter concerned breach of fiduciary duty and breach of contract in connection with a shareholders’ agreement.

Demonstrating agility and an adaptability to new norms, McCormick argued successfully for the dismissal of the complaint despite the fact that the litigants and Judge were separated by technology. The Judge granted our motion to dismiss the complaint and both claims (breach of contract and breach of fiduciary duty) against one of our clients with prejudice (meaning that those specific claims cannot be brought again) and dismissed the complaint (the same claims) against our other client without prejudice, meaning the plaintiff has the opportunity to try to correct the deficiencies and file a new complaint. But as it stands now, the complaint is dismissed.

McCormick persuasively answered the Judge’s questions about the shareholders’ agreement and the enforceability of specific provisions, and the dismissal was a major win for our clients. While courthouse doors continue to be closed, CMM works every day to push our clients’ matters forward.

Learn more about our commercial litigation practice here.

During Pandemic, CMM Helps Building Information Modeling (BIM) Contractor Move Forward

Posted: April 30th, 2020

During these unprecedented times, helping someone start a new chapter in their lives takes on new meaning.

This week CMM’s Don Rassiger closed a transaction for a client who sold his equity interests in a building information modeling (BIM) contractor to his partners. BIM involves computer-generated 3D modeling of buildings and the various systems (electrical, plumbing, HVAC, fire suppression, and others) that show the as-built locations of the systems inside of walls, drop ceilings and other concealed portions of the building. The sale gives the client the opportunity to pursue other business and personal interests.

Upon closing the deal remotely, the client commented, “Don, I’m grateful for all your efforts this past month. As a father, husband and entrepreneur I thank you. Your efforts have made a new path in life possible.  I’m looking forward to discussing my new ventures with you.”

Making it possible for our clients to move forward provides the motivation we all need during these challenging times. Learn more about our vibrant M&A practice here and our Construction practice here.