2023 Summit
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Date
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Jason Feifer
Opening Keynote
Editor in Chief, Entrepreneur Magazine
In addition to his editorial duties, Jason is also a podcast host, book author, keynote speaker, startup advisor, and nonstop optimism machine. His goal is to help you become more resilient and adaptable in a world of constant change — so you can seize new opportunity before anyone else does! Jason is the author of the newly released book Build For Tomorrow and host of three podcasts: Build For Tomorrow (yes, same name as the book), Problem Solvers, and Help Wanted, which he co-hosts with best-selling financial expert Nicole Lapin. LinkedIn named him a “Top Voice in Entrepreneurship” for 2022.
Prior to Entrepreneur, Jason worked as an editor at Men’s Health, Fast Company, Maxim, and Boston magazine, and written about business and technology for the Washington Post, Slate, New York magazine, and others.
Jim Burton
Panelist
Partner, ESG & Sustainability, Grant Thornton
Over Jim’s 34-year career with Grant Thornton He has held several leadership positions in the firm’s Audit practice. Currently Jim oversees the firm’s delivery of ESG & Sustainability services. In this role he develops strategies and reporting solutions to assist companies implement a comprehensive sustainability program. He is the current chair of the Assurance Services Executive Committee, a senior technical committee of the of the American Institute of Certified Public Accountants focusing on advanced matters affecting the accounting profession including sustainability, control reporting, and innovation.
Jim is a frequent speaker on audit and ESG matters and source for journalists seeking input on ESG, internal control, governance, and auditing matters. Jim was one of the primary authors of Guidance on Monitoring Internal Control Systems for COSO.
Terry Hannafin
Moderator
Partner, Carter Morse & Goodrich
Terence Hannafin is a Partner at Carter Morse & Goodrich (“CMG”) and has been advising shareholders of closely held and family-owned companies for more than 15 years to help them achieve their ‘once-in-a-lifetime’ transaction. At CMG, Mr. Hannafin is responsible for leading the execution of transactions across a range of industries (with an emphasis on manufacturing, consumer products and business services) and directing business development initiatives. Prior to joining CMG, Mr. Hannafin was a Managing Director with de Visscher & Co. (a family business focused advisory and investment banking firm) and held various positions at American Express and Morgan Stanley.
Diane Johnston
Moderator
Senior Vice President -Wealth Management & Institutional Consultant, UBS
Diane Johnston is a Senior Vice President- Wealth Management and an Institutional Consultant at UBS. As an Institutional Consultant and nearly 30-year veteran of the markets, Diane embraces the why of how a person’s story got them to today before formulating any guidance. She uses a highly personalized discovery process to unearth beliefs, heuristics and interconnectedness to past and future outcomes. Her advice centers on elevating the ethos of a mission or a goal, or both. Whether she is working with an investment committee, entrepreneur or a family, a sound mission becomes her beacon for advice. She lives in Port Washington with her husband and the youngest of four sons. Diane is a proud Navy Mom, avid sailor and serves on two not for profit boards. She holds her BA in economics from The University of the South: Sewanee. Diane is a CIMA® professional and has her certificate in Investment Management Theory & Practice from the Yale School of Management.
KEVIN KETTELL
Moderator
Managing Director, Appraisal Economics
Kevin Kettell is a Managing Director of Appraisal Economics Inc., an international full-service valuation firm. He is responsible for supervising valuation and business consulting assignments performed for a wide variety of purposes including: capital raising, mergers and acquisitions, joint ventures, corporate restructuring, litigation, financial reporting, and estate planning. Kevin’s clients range from multi-billion dollar publicly traded companies to government agencies to early stage startups. Prior to joining Appraisal Economics, Kevin worked for EY’s Derivative Valuation Center (DVC), JPMorgan Securities, and BlackRock.
David Lewis
Panelist
Chief Executive Officer, Operations Inc.
David Lewis is the Chief Executive Officer of OperationsInc, one of the largest HR consulting firms in the nation and winner of nine Hearst Media Top Workplace Awards. As a leading and respected voice in the areas of HR, workplace and talent management, business issues, and HR crisis management, David is a go-to subject matter expert and often-quoted source for the media. In 2013, he created a new business entity called The HR Roundtable, a networking and educational group with over 100 HR professionals as members, with chapters in Westchester County, New York City, and Connecticut, along with a fully virtual chapter.
Soledad Matteozzi
Panelist
Co-founder, Thinking Beyond Business
Soledad Matteozzi is the co-founder of Thinking Beyond Business; a women-owned, Connecticut based, Sustainability/ ESG advisory firm focused on helping businesses understand, commit, and integrate best practices of sustainability into their business model. She is also a board member at the Conscious Capitalism Connecticut Chapter.
Soledad’s background is in law. She is a New York and Argentinean attorney with over twenty years of experience advising various clients in Foreign Investments, Business Law, Cross-border transactions, Compliance, and Corporate Governance.
ROB MICHAELIS
Panelist
Partner, State and Local Tax Practice Leader - New England Office, State and Local Tax M&A Team National Lead, Grant Thornton
Rob has approximately 27 years of experience in the tax industry. Currently, he is a partner in the state and local tax practice in Grant Thornton’s Boston office and serves in the lead role nationally for the state and local tax mergers and acquisition team. Prior to joining Grant Thornton, Rob spent approximately ten years with PricewaterhouseCoopers in the state and local tax practice. Additionally, Rob spent over three years with RSM McGladrey, and was a partner and the practice leader of the Great Lakes regional SALT practice. Rob has also spent two years as the vice president of tax for an $18 billion national distributor of grocery products.
• Bachelor of Science degree in Accountancy, Northern Illinois University
• J.D., DePaul University College of Law
MICHAEL MONAHAN, ESQ.
Panelist
National Managing Principal - People & Community & Chief Human Resources Officer, MPS
Mike is the Interim National Managing Principal – People & Community / Chief Human Resources Officer and an advisor to the newly formed firm’s Senior Leadership Team. As an experienced CSuite executive and adviser to boards across the globe over the last 30+ years, Mike continues to provide transformational leadership and develop world class teams. Mike’s leadership through the global pandemic at Grant Thornton contributed significantly to the firm’s successful navigation of the crisis highlighted by the firm’s most successful revenue growth in history along with employee engagement scores and attrition rates that reflect the top tiers for all professional services firms around the world. Mike leads from the front and exemplifies the servant leadership style both personally and professionally. He takes risks, takes charge and continues to offer clients and global leaders support through their own most challenging of times and need for transformation.
AMANTIA MUHEDINI
Panelist
Sustainable Investing Strategist, UBS Global Wealth Management
Amantia Muhedini is a Sustainable Investing (SI) Strategist in the Chief Investment Office, Global Wealth Management. Prior to UBS, Amantia was a sustainable investing fellow with Morgan Stanley’s Investing with Impact team focusing on impact measurement and product development. She also spent time at Working Capital – the Supply Chain Innovation Fund conducting impact and commercial due diligence on potential investments. Amantia previously was an Investments Associate at the Omidyar Group’s Humanity United addressing forced labor in global corporate supply chains. She is also a member of the Governance Council of United World Colleges International (UWC), a global education organization, and was a founding board member and acting Executive Director for UWC Albania, an education non-profit based in Albania. Amantia holds a BA from Princeton University and a MPA from Columbia University’s School of International and Public Affairs.
Nichole Radzely
Panelist
Founder and CEO of Doddle & CO
Nicki Radzely is an award-winning marketer and CEO of Doddle & Co, an innovative line of baby products. A Flint, Michigan native she built a multi-million dollar company in Montclair, NJ. Doddle was a favorite brand at Nordstrom, Pottery Barn, Anthropologie and Buy Buy Baby, plus 2,000+ boutiques and 18 countries. An appearance on Shark Tank and featured in The Wall Street Journal, New York Magazine, Harper’s Bazaar, Business Insider, People Magazine, Daily News, and Bloomberg News, not to mention a favorite among celebrities like Kylie Jenner. Doddle was born to bring smart designs into the world of baby products.
John weidner
Moderator
Founder & Managing Partner, Cornell Global, LLC
John is Founder and Managing Partner of Cornell Global LLC, a Human Capital Strategy Consulting Firm and Chairman of XPX Tri-State. Working with various sized companies across various industry sectors, John strives to drive increased company valuation through leadership development, talent acquisition and innovative people focused programs and processes. John’s corporate career included progressively responsible positions with Price Waterhouse, Bankers Trust, E. F. Hutton, Chemical Bank and later G.E. Capital. Since leaving corporate, John has founded three management and career coaching consulting firms; Cornell Global LLC, Pierway Associates LLC and Heroes in Transition.
John attained his Masters Degree from Boston University and a Bachelors Degree from Westminster College.
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