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Our Speakers

Larry Bendesky, ESQ

Larry Bendesky, a Shareholder of Saltz, Mongeluzzi, Barrett, & Bednesky, concentrates his practice on complex civil product liability cases, including those involving the operation of elevators, motor vehicles, motorcycles, power tools, and a wide array of equipment used in industry and manufacturing. In addition, he handles litigation involving catastrophic construction accidents.

Mr. Bendesky has been a member of Super Lawyers of Pennsylvania, a peer-selected group of practitioners from around the Commonwealth, every year of eligibility. He is considered among the Commonwealth’s premier product liability and construction accident attorneys. In 2009, he was selected as one of the 100 best lawyers in both Philadelphia and in the Commonwealth of Pennsylvania. Mr. Bendesky has been named one of the Best Lawyers in America by Best Lawyers, the nation’s oldest peer-review publication for the legal profession. Evaluations were based on more than two million detailed evaluations of lawyers by other lawyers.

Mr. Bendesky is an Honors graduate of Pennsylvania State University (1984) and holds a J.D. from the Widener University School of Law (1987). He is also a graduate of the LL.M. program in Trial Advocacy at Temple University Beasley School of Law. Upon graduation from that program, exclusively for lawyers, he was the recipient of the Faculty Award as the outstanding student/lawyer in his class, based on his exceptional achievements in courtroom performance. His association with the Temple LL.M. program continues as an Adjunct Professor of Law and Co-Director of the LL.M. Experts Program. In addition, since 2000, Mr. Bendesky has been a member of the Temple American Inn of Court, a group of Judges and lawyers devoted to promoting professionalism and ethics in the practice of law. Mr. Bendesky currently serves as President of that prestigious organization.

As a trial lawyer, Mr. Bendesky has been lead or co-counsel in numerous high-profile, highly complex cases. He has handled more than forty cases resulting in verdicts or settlements over $1 million. He served as trial counsel in the Tropicana Casino structural collapse litigation, which settled for $101 million, the largest settlement of a construction accident case in American history.

His significant experience in appellate law is rooted in serving as Chief Clerk to the Honorable James R. Melinson of the Superior Court of Pennsylvania. He has followed up that experience by being appointed by the Supreme Court of Pennsylvania to the Supreme Court Appellate Rules Committee.

His Bar admissions include the state courts in Pennsylvania and New Jersey as well as the United States District Courts for the Eastern, Middle, and Western Districts of Pennsylvania and the District of New Jersey. He is a member of the American, Pennsylvania, and Philadelphia Bar Associations, and is also a member of the Philadelphia Trial Lawyers Association and the American Association for Justice. He serves on the Board of Governors of both the Pennsylvania Association for Justice and the Philadelphia Trial Lawyers Association. Dedicated to upholding the highest standards of professional practice, Mr. Bendesky served as Hearing Committee Chairman of the Disciplinary Board of the Supreme Court of Pennsylvania.

Honorable Mark I. Bernstein

Judge Bernstein has continuously served as a Judge of the First Judicial District of Pennsylvania since April 1987. His fellow Judges elected him Secretary of the Court of Common Pleas Board of Judges. He presently serves on the Civil Jury Instruction Subcommittee of the Pennsylvania Supreme Court, which annually publishes Standard Jury Instructions for use by judges and lawyers in civil trials. Judge Bernstein serves on the Commerce Court of the First Judicial District. He is the author of Pennsylvania Rules of Evidence with Comments and Annotations by Honorable Mark I. Bernstein, published by Gann Law Books. Judge Bernstein has addressed Judges and lawyers nationwide on the law and courtroom procedure.

Richard S. Brown, PhD

Richard S. Brown, PhD is an Assistant Professor of Strategic Management at Penn State University-Harrisburg. He holds a B.A. from Saint Joseph’s University, an M.B.A from Lehigh University and a Ph.D. from Temple University. He teaches courses such as Business Strategy, Mergers and Acquisitions, Franchising, Leadership and Strategic Venture Planning. His primary research interests include corporate political activity and franchising. Dr. Brown has been published in 14 peer reviewed journals including Business and Politics, Journal of Managerial Issues, Service Business, Journal of Public Affairs and the Journal of Management Policy and Practice.

Christopher Cabott, ESQ

Christopher J. Cabott, Esquire is an entertainment attorney and certified National Football League Players Association contract advisor with the Law Office of Lloyd Z. Remick and Zane Management, Inc. He received his B.A. from La Salle University in 2001 and his J.D. from Widener University School of Law in 2005.

Mr. Cabott represents a variety of individuals and entities in the music, film, television, media, literary, theater, licensing, and sports industries. Mr. Cabott is also the co-founder of the Zane Management Entertainment Workshops, which are a series of educational seminars that teach entertainment entrepreneurs the fundamentals of intellectual property, reducing business liability, contract negotiation, royalty management, and power networking skills.

Mr. Cabott writes a column in Unsigned Magazine, a periodical that is dedicated to educating recording artists about the business and legal aspects of the music industry. He is the co-author of Keeping Out the Little Guy: An Older Contract Advisor’s Concern, a Younger Contract Advisor’s Lament, 12 Vill. Sports & Ent. L.J. 1. In addition, he lectures at various conferences and academic institutions on a number of entertainment and sports related topics.

Mr. Cabott is a member of the Widener University School of Law Alumni Board of Directors and the American Bar Association Forum on Entertainment and Sports Law. He is also an active participant in a variety of charity organizations, and was recently appointed as an adjunct professor at York College where he will teach entertainment law starting the spring 2008 semester. While in law school, Mr. Cabott captained the winning team at the 2005 National Sports Law Moot Court Competition in New Orleans, Louisiana and was named the competition’s Outstanding Oral Advocate. In 2010, Mr. Cabott was elected a Pennsylvania Super Lawyer Rising Star.

Burton Caine

Burton Caine, Professor of Law, teaches courses in Constitutional, First Amendment, Political and Civil Rights, and Antitrust Law. He received his B.A. in English from the University of Pennsylvania, Phi Beta Kappa, and his J.D. from Harvard law School, where he was on the Board of Directors of the Harvard Legal Aid Bureau, an honor society.

Professor Caine was a partner in the Philadelphia law firm of Wolf, Block, Schorr and Solis-Cohen, specializing in litigation and Antitrust and trying cases on behalf of the American Civil Liberties Union, Philadelphia Resistance, and other civil liberties and anti-war organizations. While practicing law, for many years he taught trial practice at the University of Pennsylvania Law School.

In 1977, Professor Caine came to Temple Law School full-time. In addition to academic pursuits, he acted as General Counsel for the American Civil Liberties Union, Greater Philadelphia Branch, and later served two terms as President. In 2006, he received the ACLU of PA Award for a Lifetime Devoted to Civil Liberties. He served on the Academic Freedom and Church-State Committees of the National ACLU. Professor Caine has made extensive appearances on behalf of ACLU and civil rights generally on TV, radio, in the press, and before legislative committees and other governmental bodies, on a wide range of constitutional issues including Freedom of Speech, Religion, Separation of Church and State, Privacy and Due Process. He served many years on the Middle East Program Committee of the American Friends Service Committee. Professor Caine was Chair of the Greater Philadelphia Lawyers Committee for Soviet Jewry for a number of years and twice visited the Soviet Union in connection with trials of Soviet dissidents including Natan (Anatoly) Sharansky, subsequently, a minister in the government of Israel. Upon Professor Caine’s initiative, Temple University awarded an honorary degree to Sharansky, and Caine delivered the address at the award ceremony.

Since 1983, Burton Caine has lectured on behalf of the United States Government, and others, on topics of Constitutional Law, Civil Liberties, and Antitrust, in India, Nepal, New Zealand, the Philippines, Taiwan, Thailand, Lesotho, Zambia, Kenya, Liberia, France, Mauritius, Bangladesh, Japan, Korea, Germany, Norway, Columbia, Israel, The People’s Republic of China, Australia, Argentina, Lithuania, and Okinawa. In 1986, he lectured to the Committee of the Philippines legislature drafting a constitution for that country. In 2001, Caine debated the death penalty on national TV in China. In 2003 and 2005, he lectured to future leaders of the Communist Party in China and others on civil liberties under the U.S. Constitution. Professor Caine is currently Chair of the Board of Directors of Americans for Religious Liberty, and on its behalf has urged removal of the Ten Commandments from government buildings and grounds.

Professor Caine has written extensively on various subjects of Constitutional Law and Civil Liberties in the United States, USSR, Israel and other countries. His article urging First Amendment protection for “fighting words” was cited by the Israel Supreme Court in a decision in 2006, and American scholars subsequently. His article Judicial Review, Democracy v. Constitutionality which appeared in the TEMPLE LAW REVIEW, has been reprinted by the government and circulated throughout the world. He has also written on new interpretations of significant stories in the Hebrew Bible. 

Professor Caine was Director of Israel Program from 1978-2005, a cooperative venture of Temple Law School and Tel Aviv University Faculty of Law. Through the Program, he endeavored to further the peace process in the Middle East by conducting symposia in Tel Aviv, New York, Philadelphia, Washington, and Boca Raton, featuring diplomats of Egypt, Jordan, the United States, the Palestinian Authority, and Israel, as well as distinguished academicians in the field. In addition to many trips, Professor Caine has traveled to Cairo and Amman, under the auspices of the Council on US-Arab Relations, and he was invited to participate in a study tour of university professors in Saudi Arabia and Qatar.

In 1982, Professor Caine lectured at Tel Aviv University Faculty of Law in Hebrew on Freedom of Expression. On several occasions, he has lectured before judges in Israel on a variety of topics in American Constitutional Law. In 1991, he taught at Temple University Japan and laid the groundwork for Temple’s semester abroad program in Tokyo. In 2001, 2003, and 2005, he taught in the Temple Law School Program for Chinese graduate students in Beijing. In 2006, he taught First Amendment to Israeli students at Tel Aviv University Faculty of Law, and lectured in Hebrew at the University and Hebrew University of Jerusalem.

In 2002, Professor Caine was selected as the American moderator in an on-line forum on Freedom of Expression in the Information Age under the auspices of the French National Commission for UNESCO. The forum culminated in a conference in Paris at which he received special distinction.

Jaime Campbell, CPA, MBA, CGMA, CTT, MCT

Jaime Campbell runs a boutique fractional CFO services firm (http://www.myfirstcfo.expert) for funded startups and high-growth small businesses in the $1M-$25M range. She leads a team which provides financial strategies, cash flow forecasting, business model consulting, financial modeling for raising capital, cap tables, custom dashboards and analysis, accounting process documentation and improvement, CFO consultations designed to reduce risk and increase profitability, and advanced bookkeeping services.

She frequently writes, speaks, and trains accountants, entrepreneurs, and other professionals on intermediate and advanced techniques in Excel and QuickBooks. She is driven to find the fastest solutions to quickly complete or even automate the mundane, as well as to have fun focusing on the more complex parts of any job. 

Jaime earned her MBA from Rutgers Business School and worked in a traditional tax/audit CPA firm for ten years prior to running her firm, Tier One Services.

Jaime is often heard proclaiming: “Mastery brings freedom and opportunity!”

Renzo Cerabino, ESQ, CFP

Renzo Cerabino has been in the financial industry since 2005 and joined Merrill Lynch Wealth Management in 2010 as a Financial Advisor. Prior to entering the financial industry Renzo was a practicing attorney for 5 years specializing in corporate mergers and acquisitions. He focuses his practice on developing strategies and solutions for high net worth individuals, their families and their businesses with a concentration on self-employed business owners, corporate executives with concentrated wealth and divorced spouses. In addition, Renzo is fluent in Italian and works with U.S. executives and families who have international ties.

In addition to his Series 7, 63, 65 and Pennsylvania life accident and health licenses, Renzo holds a Certified Financial Planner TM certificate awarded by the Certified Financial Planner Board of Standards, Inc., and a Chartered Life Underwriter certificate awarded by the American College.

Renzo is a 1996 graduate of Cornell University, with a B.S. in Industrial and Labor Relations. He earned his J.D. and his M.B.A. from Villanova University in 1999.

R. Narayan Chowdhury, CFA

R. Narayan Chowdhury is a co-founder and Managing Director of Franklin Park, overseeing investment due diligence, quantitative analysis and client reporting. Previously, Narayan was an Associate at Hamilton Lane, where he assisted with the firm’s investment monitoring, quantitative analytics, valuation, and research efforts. Prior to that, he was with Public Financial Management in the structured products and quantitative strategies groups. Narayan is a CFA Charterholder and a member of the CFA Institute. Narayan received a B.A. in Mathematics and Economics from Bucknell University.

Beth Lincow Cole, ESQ

The Law Office of Beth Lincow Cole is engaged in the practice and counseling of employment law in Pennsylvania and New Jersey. The firm is noted for its expertise in employment law where its impartial attention to details has earned it the respect of the business and legal communities.

As owner and founder of a boutique law firm dedicated to employer protection, Beth provides comprehensive advice and representation to employers throughout the Delaware Valley. She is dedicated to keeping business owners up to date on HR law, shoring up those businesses who are sued and rescuing them from non-compliance.

Philadelphia SmartCEO named Beth among its Legal Elite in December 2010, SJ Magazine named Beth as a Top Attorney in Employment Law in 2010 and South Jersey Magazine named Beth as an Awesome Attorney in Employment Law in 2009 and 2010.

Beth graduated magna cum laude from Lehigh University and earned her Juris Doctor from Temple University School of Law where she was on the Deans List and was honored with the Barrister Award for distinguished performance in trial advocacy. Beth was selected for Temple Inn of the Court and served as an editor and writer for Temple Environmental & Technology Law Journal. Immediately following law school, Beth served as a judicial law clerk for the Honorable Michael Winkelstein, then Presiding Judge of the Civil Division, New Jersey Superior Court, Atlantic County. Thereafter, she focused solely on employment law at mid-size and large regional law firms, including Buchanan Ingersoll & Rooney and Spector, Gadon & Rosen. In addition to owning her own law firm, Beth is of counsel to Hyland Levin LLP. Beth is licensed to practice in New Jersey and Pennsylvania and is a member of the New Jersey State Bar and the Philadelphia Bar Associations. 

David Deshotels

David Deshotels is Executive Vice President for Cost Segregation Services, Inc. (CSSI). He is a cost segregation specialist and has traveled the country speaking at both local and statewide CPA society events. He assists tax professionals with a process for understanding the opportunities and pitfalls of the Tangible Property Regulations (AKA repair regulations). As an expert on the tangible property regulations, David supplies a process for CPAs to first educate themselves on the regulations, as well as an interactive guide to learn and understand them.

In his past experiences, David was in front of and behind the cameras as a Public Affairs Specialist for the Corps of Engineers in New Orleans, La. after Hurricane Katrina. David worked with the national and international media and helped tell the story of the effects of the storm and the Corp’s process to rebuild the city’s hurricane protection system.

David’s unique ability to take the complex and tell a meaningful story was evident in the broadcast and documentaries in which he participated. Those same talents serve him well in explaining to tax professionals the process of understanding and applying the Tangible Property Regulations.

He is married, has one daughter, and enjoys completing DIY projects on his car and home in his spare time.

http://costsegregationservices.com/

Tracey E. Diamond, ESQ

Tracey E. Diamond practices in the areas of employment law, human resources counseling and employment litigation. Tracey regularly counsels clients on workplace issues, provides harassment training, drafts policies and procedures, negotiates employment and severance agreements and partners with clients to structure their workforce in the most efficient and effective way possible. She vigorously defends clients before the Equal Employment Opportunity Commission, state administrative agencies and federal and state courts. 

Before joining Hyland Levin, Tracey was Director of Human Resources and Operations for Jewish Federation of Southern New Jersey, a not-for-profit charitable organization, where she was responsible for all human resources issues for more than 1,000 employees and contract administration for the union. Tracey also was General Counsel of a national retail optical company, where she oversaw the company’s employment law matters, negotiated commercial contracts and managed the litigation docket. Previously, Tracey served as a law clerk for a federal judge in the Southern District of New York, and also worked at several large law firms in New York City and Philadelphia.

Tracey is a graduate of Tufts University (B.S. 1988, magna cum laude) and of Columbia University School of Law (J.D. 1992), where she was a Harlan Fiske Stone scholar and Articles Editor of the Columbia Journal of Law and Social Problems. Tracey is admitted to the bars of New York, New Jersey and Pennsylvania. 

Richard Furlong

Richard Furlong is a Senior Stakeholder Liaison in the Mid-Atlantic Area Stakeholder Liaison office of the Internal Revenue Service Small Business/Self-Employed Division. Stakeholder Liaison serves as the primary IRS liaison office to tax practitioner organizations throughout the country.

Mr. Furlong coordinates the annual IRS Eastern Pennsylvania “Working Together” Conference, which is a joint effort of public and private tax professionals to enhance the level of communication, education, and trust between these organizations and individuals. Mr. Furlong is also a member of the PA IRS/Practitioner Liaison Council and he coordinates the annual meeting between IRS and the Pennsylvania Institute of Certified Public Accountants (PICPA). Each year, Mr. Furlong represents IRS at practitioner CPE sessions throughout Pennsylvania where he discusses IRS policies and procedures, tax law issues, and IRS electronic tax administration. Mr. Furlong is a graduate of the University of Pennsylvania Wharton School with a Bachelor of Science degree in Economics.

Dr. Regan Garey, CPA

Dr. Regan Garey, CPA is a full time faculty member in the business department at Lock Haven University where her area of teaching expertise is in accounting and finance.  She has extensive business experience as an accountant and small business owner. She has a BA in economics, BS in accounting, an MBA, and a Doctorate in business administration with a concentration in accounting. She is also an independent consultant who trains individuals with various levels of expertise in accounting. She is knowledgeable in audit and individual tax preparation, and she speaks to various organizations about financial literacy. Her book Business Literacy Survival Guide for HR Professionals is the basis for many of her presentations.  She has also taught IFRS courses to CEOs and CFOs for other training organizations. Some other courses she facilitates include Fraud Red Flags and Tax Updates for Individuals.

David George, Ph.D

Dr. David George, Professor of Economics at La Salle University, has been teaching since 1979. He earned a Ph.D. in Economics from the Fox School of Business at Temple University. He has taught at La Salle University since 1979. Dr. George has served as the president of the Association for Social Economics (ASE). He has authored Preference Pollution: How Markets Create the Desires We Dislike (Published by the University of Michigan Press, 2001) as well as numerous articles in academic journals. He is a regular contributor to, and serves on the editorial board of, the Review of Social Economy and the Journal of Socio-Economics.

James D. Hallinan, CPA, CIA, CFSA, CBA

James Hallinan is an independent business consultant specializing in internal audit: risk management, control and governance related review services; training and development; and quality assessment. He has over 25 years of diversified corporate/ bank internal audit and related independent business consulting experience. He is well versed in virtually all major aspects of internal audit, risk/ control, and governance related engagements for community (and larger) banks, including (but not limited to): leading internal audit outsourcing programs; FDICIA and Sarbanes-Oxley internal control related design/ documentation and operating level effectiveness assessment projects; sensitive Bank Secrecy Act/ Anti-Money Laundering independent audits; high risk funds transfer operational reviews; and annual independent ALM/ IRR internal control reviews.

Stephen Harvey, ESQ

Stephen G. Harvey is a partner in the Litigation Department of Pepper Hamilton LLP. Mr. Harvey concentrates his practice in commercial litigation and financial services.

In the area of commercial litigation, Mr. Harvey has counseled and represented numerous clients in commercial disputes involving breach of contract, fraud, trademark infringement, restrictive covenants, trade secrets, discrimination, insurance coverage, catastrophic injury, crashworthiness, products liability, and fiduciary duties of corporate directors.

In the area of financial services, Mr. Harvey has defended numerous class actions and individual claims alleging violations of the Truth-in-Lending Act, Equal Credit Opportunity Act, Real Estate Settlement Procedures Act, Fair Debt Collection Practices Act, state unfair trade practices acts, and other federal and state statutes and regulations governing consumer financial services. Mr. Harvey has represented state and national banks, auto finance companies, specialty finance companies, credit card companies and mortgage lenders/servicers in disputes with government officials, customers, vendors, and other financial services companies. He has litigated the enforcement of arbitration clauses in numerous state and federal courts. He speaks and writes regularly on issues of interest to the consumer financial services industry. Mr. Harvey is active in the ABA Section of Business Law and its Committee on Consumer Financial Services.

Mr. Harvey is known nationally for his pro bono work for the plaintiffs in Kitzmiller v. Dover Area School District, 400 F. Supp. 2d 707 (M.D. Pa. 2005), the landmark case testing the constitutionality of teaching “intelligent design” in public school science class. In 2007, Pepper and Mr. Harvey were featured in the two-hour Nova program “Judgment Day: Intelligent Design on Trial.” Mr. Harvey serves on the Legal Advisory Board for the National Center for Science Education in Oakland, California. He also serves on the Executive Committee of the Board of the Homeless Advocacy Project in Philadelphia.

Brian Kennedy, AIF, ChFC, CRPC, CMFC, CLTC, LUTCF

Brian Kennedy is the President of Kennedy-Catalano Advisors Key Financial Group LLC, President of KCA Wealth Management LLC, President of Kennedy Advisors Key Financial Group LLC and President of Key Advisors Group of PA LLC (company name from 2003-2010) and has been an insurance and investment professional since 1993. Brian has been a member of the National Association of Insurance and Financial Professionals since 1993. He is also a member of the Financial Planning Association and the Estate Planning Council of Central Pennsylvania, Inc. He specializes in the areas of estate planning, retirement planning, business planning, investments, and insurance. 

William Kline, Ph.D., CFA 

William Kline is an Assistant Professor of Management at Pennsylvania State University - Harrisburg. He received his Ph.D. in Strategic Management from the Fox School of Business at Temple University. He holds a Master of Business Administration from Saint Joseph's University, and a Bachelor of Science in Business Administration with a concentration in finance from Kutztown University. He is a member of the Beta Gamma Sigma International Business Honor Society, and the CFA Institute in Charlottesville, Virginia. He earned the right to use the Chartered Financial Analyst (CFA) designation in November of 2006.

Prior to entering academia, Mr. Kline was a manager at PricewaterhouseCoopers where he completed valuations for mergers and acquisitions, business planning, as well as tax and financial reporting. Mr. Kline also spent time consulting at CBIZ Valuation Group, Inc. and Curtis Financial Group, a regional investment bank.

Ellen Kolodziej

Ellen C. Kolodziej is an adjunct professor in the Communications Department at La Salle University where she teaches public speaking. She also runs ECKO Communications, a full service public relations firm, and serves as the community and communications coordinator for State Represenative Rick Taylor. Ellen has nearly 20 years of broadcast experience, working as a TV Reporter and Anchor in 8 markets around the country (including Minneapolis, Atlanta and most recently NBC 10 in Philadelphia). She earned a Masters degree in Journalism from Indiana University in Bloomington, Indiana and a Bachelor of Arts in Communications at La Salle University.

Marsha Levick, ESQ

Marsha Levick co-founded the Juvenile Law Center (www.jlc.org) in 1975 and served as its first executive director until 1982. In her 30 year legal career, Levick has been an advocate for juvenile and women’s rights and is a nationally recognized leader in juvenile law. In 1995 she became JLC’s legal director and now manages the Center’s litigation and appellate docket. In addition, Levick has authored or co-authored numerous appellate and amicus briefs in state and federal appeals courts throughout the country, including many before the US Supreme Court, and has argued before both state and federal appellate courts in Pennsylvania and elsewhere. Levick and JLC garnered media attention recently as one of the leading organizations to file an amicus brief against the juvenile death penalty in Roper v. Simmons, where the Supreme Court ultimately held the juvenile death penalty unconstitutional. Levick has also co-authored scholarly articles on zero tolerance policies, girls in the juvenile justice system, and juveniles’ right to counsel at all stages of the juvenile court process. From 1982-1988, Levick worked for the National Organization of Women Legal Defense and Education Fund, serving first as legal director and then executive director. From 1989-1995 she worked in private practice for a commercial litigation firm specializing in securities industry disputes.

Nationally, Ms. Levick worked with the American Bar Association’s special taskforce to develop standards for the prosecution of juveniles in the adult criminal justice system, and serves on the boards of the National Juvenile Defender Center and Juvenile Justice Project of Louisiana. Levick is also a member of the advisory board of Rutgers-Camden Law School’s Juvenile Justice Clinic. In 2006, Levick was the recipient of the Temple Law School Women’s Law Caucus annual Professional Achievement Award.

Levick is a graduate of the University of Pennsylvania and Temple University Beasley School of Law. She is an adjunct faculty member at both the University of Pennsylvania Law School and Temple University Beasley School of Law, where she teaches courses on Juvenile Justice and Appellate Advocacy.

Keith Mautner, CPA/CFF, CFE, CMA

Keith Mautner, CPA/CFF, CFE, CMA is a testifying accounting expert and the Founding Principal of FAILSAFE CPA, a forensic accounting firm.  Mr. Mautner’s forensic accounting experience includes notorious litigation such as Enron, UnitedHealth and Gemstar–TV Guide.  He has been involved in cases that resulted in 50+ settlements and collectively generated ~$2.4 billion in cash recoveries for investors (excluding Enron).  Previously, Mr. Mautner was auditor at Deloitte & Touche, SEC reporting analyst at Alaris Medical Systems, Corporate Controller at Grant General Contractors and CFO at the Bill Silva Companies.  Mr. Mautner taught the Becker CPA Review Course, having passed the entire CPA exam as an undergraduate – when the post-graduate passing rate for all four parts taken together was 3%.  From 1997-2008, he was forensic accountant for Milberg Weiss LLP and its West Coast successor firms. 

Frank Mayer, III, ESQ

Frank A. Mayer, III, is a partner in the Financial Services Practice Group of Pepper Hamilton LLP, resident in the Philadelphia office. Mr. Mayer focuses his practice on counseling regulated business enterprises including tax-exempt organizations, with a special emphasis on financial institutions.

Mr. Mayer is well-versed in the areas of bank regulations, international banking, bank insolvency, receiverships and related business disputes, public finance and corporate finance. His clients represent an array of industries, including financial institutions, health care, real estate, telecommunications, sports, utilities and energy. 

Mr. Mayer began his career in private practice, and later was a partner with several Philadelphia law firms. In 1991, he joined the Federal Deposit Insurance Corporation (FDIC), where he was a senior attorney and acted as senior counsel for the Resolution Trust Corporation (RTC). His FDIC and RTC assignments included acting as a bank closing attorney, as general counsel to bank conservatorships and receiverships, the litigation of complex multi-state financial institution-related civil actions, and service on the National Bank Fraud Working Group. After six years with the FDIC, he then became a consultant with the AXA Group, counseling the company on federal and state legislation of interest to financial institutions, insurance companies and investment banking firms.

Mr. Mayer joined then-Philadelphia Mayor Edward G. Rendell’s staff and was corporate chair of the Philadelphia Law Department, where he supervised 20 deputies and a team of 225 attorneys and staff in the Commercial, Health and Human Services, Tax and Regulatory Affairs Units. Mr. Mayer then served on Mayor Rendell’s gubernatorial campaign as co-chair of its Tax Policy Committee and as a member of its Finance Committee. Mr. Mayer also counsels business enterprises with respect to their relationships with federal, state and local government. He chaired Philadelphia Mayor Michael A. Nutter’s transition team for the Office of the Finance Director, and helped lead the transition team with respect to Philadelphia’s Law Department.

Mr. Mayer serves on the Philadelphia Revenue Commissioner’s advisory board, as well as the boards of the Economy League of Greater Philadelphia, the Delaware River City Corporation and Lorman Education Services, for which he participates in the approval of the granting of the Certificate of Banking Compliance.

Mr. Mayer is a frequent author and speaker. His recent articles and engagements include: “FDIC Deposit Insurance,” Journal of Bankruptcy Law and Practice (March 11, 2009); “Ponzi Scheme Receiverships and Victim Remedies” The Legal Intelligencer (March 2, 2009) ; “Current Lending Problems and Trends: Are You Ready for the FDIC Exam?” Lorman Education Services Teleconference (December 17, 2008); “FDIC’s Role When a Financial Institution Fails: What Businesses and Bankers Need to Know,” Lorman Education Services Teleconference (November 14, 2008); “Facing Regulators at Home and Abroad,” Martindale-Hubbell Counsel to Counsel Forum, Philadelphia, PA (May 7, 2008); “Tax and Liability: Business and Corporate Reasons for Particular Entity Selection,” Lorman Education Services Seminar, Philadelphia, PA (April 24, 2008); “Commercial Real Estate Financing,” Lorman Education Services Seminar, Philadelphia, PA (March 28, 2008); “Anatomy of a Stadium Deal,” speaker, Philadelphia Real Estate Club (March 20, 2008); “Risk Guidance on Commercial Real Estate Concentrations,” Lorman Education Services Teleconference (February 2008); “Stadium Financing: Where We Are, How We Got Here and Where We Are Going,” Vol. 12, Villanova Sports and Entertainment Law Journal, Issue 2 (2005).

Jack McCaughan, CBEC

Jack is partnering with PrisCo Financial, a leading financial planning practice founded by Dan Prisciotta, author of Defend Your Wealth and One Way Out. Jack, along with Dan, co-founded the Business Intelligence Institute, a unique offering that focuses on the needs of business owners and provides pragmatic strategies to help grow and protect their businesses while potentially maximizing the value when transferred. The processes he has developed have made a significant impact on the small to mid-size business owner community. Learn more about Jack at: http://www.priscofinancial.org/p/john-p-mccaughan.

Thomas McDevitt, CFA, CFP 

Tom McDevitt is the Managing Partner at Penn Guardian Investment Counsel, LLC (PGIC), a boutique asset management firm based in Philadelphia. Prior to co-founding PGIC, he spent 25 years as a financial advisor with several of the largest firms on Wall Street.

Mr. McDevitt earned an MBA in Finance from the Fox School of Business at Temple University. He is a Maxima Cum Laude graduate of LaSalle University where he earned a Bachelor of Science in Economics and Finance. Mr. McDevitt earned the right to use the Chartered Financial Analyst (CFA) designation in November of 2006. He is a member of the CFA Institute in Charlottesville, Virginia and The CFA Society of Philadelphia. He is a Certified Financial Planner practitioner and a member of the Financial Planning Association of the Philadelphia Tri-State Area. He is an Associate Member of the American Institute of Certified Public Accountants (AICPA) and the Philadelphia Bar Association.

Dennis McGovern

Dennis McGovern, owner of McGovern Consulting Group, LLC (http://www.mcgoverncg.com), has over ten years experience as a Sage Software Partner, providing management consulting and financial management technology solutions to hundreds of tax exempt and non-profit organizations throughout the U.S. Mr. McGovern graduated with a degree in Business Administration from Kutztown University of Pennsylvania.

Peter Moses, ESQ

Mr. Peter Moses graduated from King’s College in Wilkes Barre, Pennsylvania in 1997 where he received a Bachelor of Arts Degree with a major in Political Science and a minor in English. In 2000, he graduated from the Villanova University School of Law where he was awarded a Juris Doctor Degree. Mr. Moses is admitted to practice in all Pennsylvania state and federal courts. Mr. Moses is an active member of the Luzerne County, Pennsylvania and American Bar Associations.

Mr. Moses practices criminal law and civil litigation at county, state, and federal levels. He is currently on the civil defense counsel for two major utilities, a large community bank, several local insurance companies and several local businesses. He also serves as Solicitor for the Luzerne County Clerk of Courts, the Luzerne County Recorder of Deeds, the Northeastern Pennsylvania Hospital and Education Authority and the Borough of Exeter.

David Nast 

David is an Award-Winning Business Coach with over 25 years of experience in Executive Coaching, Leadership Development, Training, Change Management, Career Coaching, Executive Search, Talent Acquisition, and Human Resources. David is a Certified Partner for The Predictive Index ©, as well as a Certified Business Coach, Corporate Trainer, Leadership Architect, Career Coach, Resume Writer, Interview Coach, Interview Architect, Internet Recruiter, and a Certified PI Behavioral Analyst. David is well-versed in sales, marketing, and training. He uses The Predictive Index ©, The Learning Indicator ©, SSAT- Sales Skills Assessment Tool, DISC, Leadership Architect, 360 Reviews, and EQi to inform his coaching, consulting, and training. He has placed over 500 CEOs in his career, and as a Coach he has worked with over 800 CEOs, Business Owners, and Executives. Using proven systems and strategies, David partners with his clients and delivers his services based on their unique needs. He is passionate about inspiring others to get results.  

Learn more about David and his practice at: https://www.nastpartners.com.

Gregory Nowak, ESQ

Gregory J. Nowak is a partner in the Philadelphia office of Pepper Hamilton LLP, where he concentrates his practice in securities law, particularly in representing investment management companies and other clients on matters arising under the Investment Company Act of 1940 and the related Investment Advisers Act of 1940. He also represents broker-dealers and CTA’s and CPO’s with respect to matters under the Securities Exchange Act of 1934 and the Commodity Exchange Act.

In addition, Mr. Nowak represents many hedge funds and other alternative investment funds in fund formation, investment and compliance matters, including compliance audits and preparation work. Mr. Nowak has represented a broad range of investment funds, from funds that use the traditional broad investment charters and invest globally in virtually any financial asset that can be readily traded, to specialty niche funds with narrowly defined investment strategies that invest in distressed debt and other illiquid securities. He also represents fund managers with products spanning both the private equity and hedge fund markets. Mr. Nowak also handles mergers and acquisitions, tax matters for corporations and registered investment companies, and other corporate matters.

Mr. Nowak writes and speaks frequently on issues involving investment management, health care and other matters. Mr. Nowak is the author of three books on hedge funds, Hedge Fund Agreements Line by Line – A User’s Guide to LLC Operating Contracts, 1st and 2nd Editions (the 2nd edition was published in September 2009) and Hedge Fund Disclosure Documents Line by Line – A User’s Guide to Confidential Private Placement Memoranda for Funds Formed as Limited Liability Companies. The books were published by Aspatore Publishing in 2004.

Mr. Nowak is active in professional and civic organizations. He was chairman of the American Bar Association Tax Section’s Regulated Investment Company Committee from 1995 to 1997, and chairman of the Philadelphia Bar Association Tax Section’s Exempt Organizations Committee from 1998 to 1999. He is the vice chair of the board of directors of the Pennsylvania Economy League and a member of the board of directors of the Economy League of Greater Philadelphia. He also is a member of the management steering committee of Issues PA, a statewide project of the Pennsylvania Economy League that provides issues-focused pieces facing the electorate. He is a member of the Ambassadors’ Circle of St. Mary Medical Center Foundation; the finance council of St. Philip Neri Church; and the board of directors of the Colonial Soccer Club Inc.

Mr. Nowak joined Pepper from Gartmore Global Investments, Inc., an asset management subsidiary of Nationwide Mutual Insurance Company. Mr. Nowak was Gartmore’s executive vice president for mergers and acquisitions, responsible for all aspects of acquisitions of investment advisory firms. He also was instrumental in developing and managing Gartmore’s hedge fund business, and in developing a compliance module that allows Gartmore to manage alternative assets such as hedge funds along with traditional investment products. Before joining Gartmore, Mr. Nowak was in private practice as a partner in another large, center city Philadelphia law firm.

John Pavlovski, Jr., CPA

John S. Pavlovski, Jr. has an accounting and tax practice servicing individuals and small businesses with accounting advice, business consulting, tax return preparation and tax planning. John has worked for the Department of Banking and Insurance as a Field Manager responsible for supervision of all examinations of licensees reporting to the Office of Consumer Finance, spent five years as a Vice President and Commercial Lender with First Washington State Bank, served for seven years as Chief Financial Officer for Fiserv Solutions, Inc., and spent fourteen years in the audit group of KPMG specializing in Financial Institutions. John was responsible for supervising the audits of approximately 40-50 small to large size clients, most of which were publicly traded companies. John also has been an adjunct professor at Rider University for twenty-five years teaching Intermediate and Advanced Accounting classes.

Stanley Ridgley, Ph.D

Dr. Ridgley is Assistant Professor of Management and International Business at Drexel University’s Lebow College of Business. He holds a Doctorate and Masters in International Relations from Duke University and an International MBA from Temple University. He has also studied at Moscow State University and the Institut de Gestion Sociale in Paris. Dr. Ridgley is a former Military Intelligence Officer and served five years in West Berlin and near the Czech-German border, where he received the George S. Patton Award for Leadership from the 7th Army Academy in Bad Toelz, West Germany.

Mr. Ridgley is also the author of Business School Presenting (http://ihatepresentations.com).

Dr. Kelly Romirowsky

Dr. Kelly Romirowsky is a licensed psychologist with a wide scope of training and experience.  Dr. Romirowsky uses evidence-based research and techniques to get real results for her clients. Drawing from a wealth of academic and professional experience, she adapts her approach to each client to formulate customized strategies for success. Dr. Romirowsky offers insight with warmth, clarity and directness, uncovering possibilities and choices that will lead to specific, measurable results. Dr. Romirowsky holds a BA in Psychology from Rutgers University (2001). She continued her formal education at Widener University, where she earned a Masters in Clinical Psychology (2004) and a doctorate in clinical psychology (Psy.D.) with a concentration in both industrial/organizational psychology and school psychology (2006). In addition to extensive credentials in research, organizational performance, academic assessment and counseling, Dr. Romirowsky also has a solid background in leading professional development seminars, coaching and public speaking.

Mary Catherine Roper, ESQ

Mary Catherine Roper is a staff attorney at the American Civil Liberties Union of Pennsylvania’s Philadelphia Office, where she coordinates litigation on a broad range of civil liberties issues, including freedom of speech, religious liberty, racial and ethnic justice, equality for lesbians and gay men, student rights, privacy, prisoners’ rights and police misconduct. Prior to joining the ACLU, Mary Catherine was a partner in the firm of Drinker Biddle and Reath, where she was well known for her commitment to pro bono work. Mary Catherine is a graduate of Bryn Mawr College and the University of Pennsylvania Law School. After law school, she clerked for the Honorable Anita B. Brody of the United States District Court for the Eastern District of Pennsylvania and served a year with the Disabilities Law Project, becoming the first recipient of the Philadelphia Bar Foundation Public Interest Fellowship.

Nitish Singh, Ph.D.

Dr. Singh is an Associate Professor at The Boeing Institute of Int. Business, St. Louis University. His professional engagement includes runningBrand2Global: A Global Marketing and Digital Media Conference annually. He also founded IntegTree, a company specializing in Sustainability, and other educational training products. He is the founder and developer of one of the first university online Certificate Program in Ethics & Compliance and several other certificates in the field of Digital Media Management. His educational training efforts have helped executives fromAT&T, Adobe, Apple, Boeing, Dunken Brands, Emirates National Oil, Fed Ex, HP, IBM, Johnson Controls, Northern Trust, Novartis, Suncor, Verisign etc.He has published more than 50 Academic Peer Reviewed papers in top journals, written 4 books, and presented at more than 75 national and international conferences.

His prior experience includes being a Professor at California State University Chico and heading the localization certification program there. He holds Ph.D. in Marketing and International Business from Saint Louis University, MA in Marketing from University of South Wales, UK and MBA from Pune University India. His educational efforts have been supported by US Department of Education, Qatar Foundation, CSU, Google, HP, IBM, Microsoft and other organizations. He serves as grant reviewer and has done grant audit for US Dept of Education Business International Education grants.

Emrich Stellar, Jr, CBEC

Emrich is the owner of Stellar Advisor a financial services practice located in Bethlehem, PA. For over 25 years Emrich and his team have been helping family business owners and individuals grow and transfer their wealth. Mr. Stellar specializes in the design, implementation, funding, communications and services of complex planning solutions for motivated clients. 

Emrich has extensive experience in finding, developing, and networking the broadest range of solutions for client's problems in the areas of Estate/Tax Planning, Business Owner Planning, Executive Compensation Strategies and Charitable planning solutions. 

Mr. Stellar has been a speaker on the subjects of Estate Planning, Business Succession Planning, Executive Benefits plan design and Nonprofit Funding. Emrich earned his undergraduate degree from East Stroudsburg University and his Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr.

Find more information about Emrich and his practice at: http://www.stellaradvisor.com/.

Dr. Timothy Swift

Dr. Tim Swift is an Associate Professor in the Department of Management at Saint Joseph’s University. He brings together 14 years of executive management experience in the telecommunications and high-tech industries with a Ph.D. in strategic management. Before returning to academia, he was a member of AT&T’s Leadership Continuity Program, a development program for high-potential managers, living and working in 20 countries during his business career. He is a credentialed expert in business valuation. His research interests include technology and innovation management; he has been published in several outlets including Harvard Business Review, Bloomberg/Businessweek, Research Policy and Strategic Management Journal, which is the #1 ranked journal in strategy.

John Teeple, CPA

John Teeple, CPA was an IRS auditor for 20 years.  He spent most of his time conducting exams of individuals, partnerships, and large corporations.  Mr. Teeple holds a BS in Accounting from LaSalle University and a Masters in Accounting from Saint Joseph’s University.

Charles Wiedman, CPA

Charles R. Wiedman, CPA has been a self-employed accountant and tax practitioner since 1983. Charles spent fifteen years as a part-time technical report writer for a regional CPA firm. For the past ten years, he has been active as a peer reviewer, assisting firms with developing quality control systems for compliance with professional accounting, auditing, and attestation standards.