Events

Join us Tuesday September 24th at 6:30pm for our September networking event at Symi where featured speaker, Anthony Citrolo, will be talking about ‘Preparing to Sell Your Business and Valuations’.

Symi offers a delightful culinary experience that captures the essence of Greek cuisine.

We can’t wait to see you at this September networking event!

Date: Tuesday September 24th

Time: 6:30pm

Join Eminae at the Business Acquisition Symposium, an exclusive event designed for Investors, private equity groups and business owners eager to gain valuable insights into the world of acquiring companies.

Event Overview:

Join us at the Eminae Business Acquisition Symposium on September 26, 2024, from 1:00 PM to 5:30 PM at CohnReznick LLP, 1301 Avenue of the Americas, New York, NY 10019.

This exclusive event, reserved for a select group of investors, private equity groups, and business owners, offers a unique opportunity to gain valuable insights into acquiring companies.

Discover strategic approaches, connect with industry experts, and unlock opportunities for profitable acquisitions. This is your chance to not only elevate your business growth strategy but also to form meaningful connections with leaders in the M&A space.

Event Agenda:

• 12:30 PM: Registration Opens
• 12:30 PM – 1:00 PM: Early Networking and Refreshments
• 1:10 PM: Program Start
• 1:20 PM – 2:20 PM: Funding Panel
  • Topics: Understanding the Current Lending Environment, Leveraging SBA Loans, Managing Risk in M&A Transactions, Building Strong Banking Relationships for Long-Term Growth, and Case Studies on Successful M&A Financing.
• 2:30 PM – 3:30 PM: Technology Panel
  • Topics: Leveraging AI and Machine Learning in Deal Sourcing, Cybersecurity and Data Privacy in M&A, Tech-Enabled Market Intelligence for Private Equity, Integrating Technology in Post-Merger Integration, and Enhancing Due Diligence with Technology.
• 3:40 PM – 4:50 PM – Deal Makers Panel
  • Topics: Valuation Strategies, Risk Mitigation in Acquisitions, Post-Acquisition Integration and Value Creation, Navigating Complex Deal Structures, Current Market Trends in M&A, and The Role of Technology in Modern Deal Making.

4:50 PM – 5:30 PM: Networking and Refreshments

This is a great chance to connect with fellow attendees and our esteemed panelists, fostering potential collaborations and knowledge sharing.

Panel Members

Funding Panel:

• Kenneth Hoffmann, Esq. (Moderator) Banking and Commercial Lending Practice at Certilman Balin
• Jim Vigna, Senior Vice President, Northeast Region Team Lead at Live Oak Bank
• Kris Amato, SVP, Senior Relationship Manager at City National Bank
• Christine Gerula, Strategic Advisor and Former SVP BankUnited
• Jeffery Hudson Senior Managing Director, Libertas Funding, LLC

Deal Makers Panel:

• Anthony Citrolo, CPA (Moderator), Managing Partner at The NYBB Group
• Jeffrey Michelson, Partner, Transactional Advisory Services at Cohn Reznick
• Marc Snyderman, Partner at OGC Solutions / Next Point Ventures
• Jack Wyatt, Vice President at Comvest Credit Partners
• Deborah Agrafojo, Partner at Touchstone Advisors

Technology Panel:

• Roy Pellicano (Moderator), vCIO, Fractional CIO & Strategy Principal, Tri-Angular Consulting / SVAM International Inc.
• Peter Lehrman, CEO and Founder, Axial
• Sankeetha Selvarajah, Esq., CEO/Managing Attorney, Zensei Advisory/Exits, LLC
• Pallavi Pal,  Head of Product , Grata

What to Expect:

The Funding Panel will delve into critical aspects of the current lending environment, SBA loan utilization, risk management in M&A, and building long-term banking relationships. You’ll gain practical insights from real-world case studies on successful M&A financing, equipping you for your future acquisitions.

In the Technology Panel, dive into how AI and machine learning transform deal sourcing, the growing importance of cybersecurity and data privacy in M&A, and how tech-enabled market intelligence shapes private equity strategies. Gain insights on integrating technology in post-merger processes and using technology to enhance due diligence.

The Deal Makers Panel will cover essential topics such as valuation strategies in competitive markets, risk mitigation in acquisitions, post-acquisition integration, value creation, navigating complex deal structures, and understanding current M&A market trends. Explore the vital role technology plays in modern deal-making.

VIP Dinner:

After the symposium, we’ll host a VIP dinner at 6:30 PM for event sponsors and guests. This dinner offers an excellent opportunity to network, discuss potential collaborations with key industry players, and gain exclusive insights from the day’s discussions. (Dinner Sponsorship is still available.)

THANK YOU TO OUR EVENT SPONSORS AND PARTNERS

The Melville Chamber of Commerce is elated to invite all business professionals, entrepreneurs, and stakeholders to attend our 2024 Annual Business Expo. This much-anticipated event will occur on October 22nd, from 10 am to 3 pm. Conceptualized to bolster your business ventures and prospective revenue, the Business Expo is an impressive platform for fostering connections, widening your business horizons, and gaining insights into the current business landscape.

Considering your next move? Whether it’s a merger, acquisition, or exploring other strategic options, get the expert guidance you need for a successful business exit.

Co-hosted by Edward Jones, The NYBB Group, and Sales Tax Defense LLC, we will cover the essential elements of planning your exit, from navigating complex transactions, to avoiding potential sales tax liabilities. Plus, gain effective retirement planning strategies to ensure long-term financial security.

Enjoy light treats, network, and earn 2 credits of NY-CPE.

Benefits:

• Knowledge
• 2 CPE Credits of NY-CPE
• Networking

Nonrefundable tickets are $5 each and are limited. Proceeds to benefit The Leukemia & Lymphoma Society, a recognized 501(c)(3).

Where is Long Island’s economy headed in the coming year? With inflation and interest rates finally falling, how will this impact daily business and personal activities, and what does this mean for business? While high housing costs and taxes continue to be a concern on the island, LI has continued to grow with median household income (2023) at $121,000 significantly higher and unemployment significantly lower than the rest of the NY metro area or NY state. We will explore the prospects for future growth and possible headwinds the region faces in 2025.

Guest Speaker
Richard Vogel
Dean School of Business, Farmingdale State College
Chief Economist, Melville Chamber of Commerce

🗓️ Wednesday, November 6, 2024 | 8:30am-10:00am
📍Farmingdale State College, Campus Center, Ballroom A
2350 NY-110, Farmingdale, NY 11735

Space is Limited

Interested in sponsoring this event or others?
Sponsor now or learn more!

Our very own Anthony Citrolo, CPA, CEPA, will be speaking at the following event.

Overview
Don’t miss out the Hot Tax Topics you need to be aware of to be ready for year-end 2024 Tax Planning & the Upcoming 2025 Tax Season.

The Tax Practitioner will learn the Hot Tax Topics then need Federal, NYS, NJ to be ready for their year-end tax planning discussions with their client base, Retirement SECURE Act 2.0 Provisions, Business Exit Assessment Questions (business continuations and closures) as well as the Tax Strategies needed to help to facilitate a successful upcoming 2025 Tax Season.

Highlights
The SI Chapter is happy to offer 7 seasoned speakers presenting Federal Tax Update Hot Tax Topics
Estate & Trust Updates
Implementing Small Business Retirement Plans & the SECURE Act 2.0
Business Exit Readiness Assessment Planning; Sales Tax Defense, Requesting Sales Tax Refunds & BOI Reporting with panel discussion; and NJ Office of the Taxpayer Advocate, NJ Tax Updates.

Who Should Attend
CPAs/IRS Registered Tax Practitioners

Learning Objectives
The Conference will allow the CPA & IRS Registered Tax Practitioner to be ready for the upcoming 2025 Tax Season with the most relevant updated tax legislation (Federal, NY, NJ).