business finance awardssep 24, 2020 · creative plan designs, ltd. ... bass provides business...

TITLE SPONSOR

&BUSINESS FINANCE

AWARDS

HALL OF FAMEGina ColettiGC Advisory Group, Inc. Suffolk County Alliance of Chambers

Kristen JarnaginDiscover Long Island

2020 HonoreesRita AcquafreddaZahn Dental, a subsidiary of Henry Schein

Valerie Anderson CampbellAnderson Campbell Recruiting

Carline BeaubrunPajamas & A Purpose

Natalie BowenBowen Media

Erica BradleyNorth Shore TV

Mary Ann CaputoSupport for People with Oral and Head and Neck Cancer

K. Joy ChinJackson Lewis P.C.

Lauren Corcoran-DoolinLGBT Network

Yvonne CortCapell Barnett Matalon & Schoenfeld LLP

Katharine FallonJefferson’s Ferry Life Plan Community

Barbara FrancoSmithtown Chamber of Commerce

Meredith FriedmanVan Horn & Friedman, P.C.

Donna GehnrichBEB Capital

Halie GellerlocaLI bred

Arianna GeorgiadisGrassi Advisors & Accountants

Clara GiustinoNational Grid

Dede Gotthelf-MoanSouthampton Inn

Leslie GrangerBideawee

Nicole GrodnerNorth Atlantic States Regional Council of Carpenters

Deborah HauserDaniel Gale Sotheby’s International Realty

Wendy Hoey SheinbergRivkin Radler LLP

Tessa HultzLong Island Board of REALTORS®

Janeen JohnsonPSEG Long Island

DawnMarie KuhnOffice of Suffolk County Legislator Anthony Piccirillo

Monica LaCroix-RubinBNB Bank

Tracey Lange KrutTown of Islip

Christina LentiniState Farm Agency

Rose LiuWinthrop Capital Advisors

Julie ManteriaUHY LLP

Jennifer MarksJ.P. Morgan Private Bank

Christina MathiesonLeap EDU

Joyce MennellaLucky to Live Here Realty

Linda MerenguelliHUB International Northeast

Marianna MooneyPrager Metis

Hilary MoreiraBond, Schoeneck & King

Olga MubarakD&B Engineers and Architects, P.C.

Lynn NajmanLRN Associates, Ltd

Lauren Nichols3G Warehouse

Carol O’NeillEAC Network

Amaka Oweazim MuirBroadway Commons

Constantina PapageorgiouVishnick McGovern Milizio LLP

Theresa PinellilocaLI bred

Barbara PrignanoMagnolia Abstract Services, Inc.

Shawna RuizMazars USA LLP

Elisa SantoroMeyer Suozzi English & Klein, P.C.

Lauren SerranoSpuntino Restaurant and Bar

Alysia SternNorthshore Properties Realty

Michelle TepperStony Brook University Hospital

Elizabeth Uzzoh2m architects + engineers

Elizabeth WelllingtonWellie The Transporter

Congratulations to the 2020 Honorees!

Thursday, October 15, 2020Virtual Events ProgramLaunched in 2000, the Top 50 Women in Business program has recognized the most influential women on Long Island. The program’s honorees are selected by a judging committee and receive a unique crystal memento at an elegant dinner attended by hundreds.

Celebrating 20 Years

For more information, go to https://libn.com/top50women.Event & Advertising Questions? Contact Jenna Natale at [email protected] or 631.913.4246

4 JEFFREY L. BASS Executive Strategies Group LLC

4 JORRELL BLAND Mitlin Financial

5 JAMES J. BURNS JJ Burns & Company

5 MICHAEL CESCHINI Ceschini CPAs

6 CRAIG FINE Mazars USA LLP

6 ERIC FOODIM PrestigePEO

7 JESSE GIORDANO Opal Wealth Advisors

The Business & Finance Awards recognize fi nancial professionals for their outstanding performance as stewards of Long Island’s

corporations, government and nonprofi t organizations.

2020 HONOREES2020 HONOREES

EDITOR & ASSOCIATE PUBLISHERJoe [email protected]

EVENTS MANAGERJenna [email protected]

ASSOCIATE PUBLISHERAli [email protected]

ACCOUNT MANAGERSBarbara [email protected]

Jackie [email protected]

Robin [email protected]

RESEARCH MANAGERKathy [email protected]

SPECIAL SECTIONS DESIGNERChristian [email protected]

AD PRODUCTIONAbigail [email protected]

Send address corrections to [email protected]

Customer Service For inquiries, call 877-615-9536 or email [email protected]

To locate your nearest LIBN newsstand call (718) 937-0402

10 THOMAS LANDHERR BEB Capital

11 GREG MAKOFSKE Bank of America

11 JENNIFER MARKS J.P. Morgan Private Bank

12 RONALD STAIR Creative Plan Designs, Ltd.

13 JOSEPH TOMAINO Grassi Healthcare Advisors

14 JEFFREY YONKERS LNK International, Inc.

4 I LONG ISLAND BUSINESS NEWS &BUSINESS FINANCE

AWARDS

e� rey L. Bass, M.A., M.P.A., is the Managing Member of Executive Strategies Group LLC, a strategic business advisory � rm serving

business owners and corporate executive management and boards of directors. He also served as Nassau County Planning Commissioner and was formerly Trustee of the Incorporated Village of Great Neck, where he also served on the Planning Board and Board of Zoning Appeals. He is also Vice President of the Hamlet on Olde Oyster Bay Homeowner Association Board of Directors.

Previously, Bass was Principal in Charge of the Strategic Business Planning and Advisory Services practice at Margolin, Winer & Evens LLP..

Bass provides business planning and related advisory services to clients that are either healthy companies seeking prop-er structuring for continued growth or troubled companies seeking to preserve or return to pro� tability. He works with

companies at any stage of development, helping them to de� ne business objec-tives, critical success factors, marketing strategies, operations plans, and � nancial requirements to achieve those objectives.

He is Chairman Emeritus of the Long Island Capital Alliance;Bass also conceived and inaugurated the Long Island Capital Forum. He is also a Board member of the Composite Prototyping Center.

Bass was an elected delegate to the 1995 White House Conference on Small Business and Chaired the Committees on Capital Formation for the New York State and Northeast Regional delegations. He was also a Director of the Long Island City Business Development Corporation.

Bass was an Associate Trustee of the North Shore-LIJ Health System (Now Northwell) and early Board member of the Feinstein Medical Research Institute. He currently supports several other philan-thropic and community-based organiza-tions.

orrell Bland is the liaison between Hauppauge-based wealth manage-ment and � nancial planning � rm Mitlin Financial and their clients.

In his role as Client Services Manager, Bland is responsible for building relation-ships and servicing clients of the � rm, while making sure they are “wowed” by their experience.

Bland is committed to providing a high level of service to everyone who interacts with the � rm. His responsibilities include attending client meetings, assisting in the creation of � nancial plans and ensuring that clients are provided with a high level of service.

Bland is a graduate of West Virginia University, where he received his Bachelor

of Science in Finance. He joined Mitlin Financial with more four years of experi-ence in the � nancial services industry with New York Life.

Bland obtained his Series 7, 6, 63, and Life & Health Licenses while at New York Life. Since joining Mitlin Financial, he has added his Series 65.

Blandl was awarded � e African Amer-ican Diversity Scholarship through � e American College of Financial Services. � e African American Diversity Scholar-ship is a highly sought a� er scholarship with a competitive application process.

When not working with clients to pro-vide excellent customer service, he enjoys spending time with family and friends, exercising, and is an avid bruncher.

What professional goals are you currently pursuing?As of right now, I am in the process of going through the Certi� ed Financial Planner

(CFP®) designation program at � e American College of Financial Services. I have want-ed to be a CFP® since I was in college and it feels good to be taking the steps to make it a reality. Obtaining this designation is important to me because the industry is in need of diversity. In 2020 the number of Black and Latino planners was 3,259 out of 86,378 total CFP® professionals. I look forward to adding my name amongst their ranks.

What advice would you give to a young professional who plans to enter the fi nancial industry?

I would tell them to � nd a good support system. � is industry is tough, and you don’t know what you don’t know. � at is why it is so important to � nd mentors that will pour into you and help you along the journey.

What a� racted you to your industry?Growing up, I was not surrounded by people who understood money. Most looked

towards the day they could claim Social Security and saw that as a retirement plan. I knew that wasn’t what I wanted for my life. I decided to get my degree in � nance so that I could understand money and in doing so, I realized many people needed � nancial education. I decided that I wanted to be able to use my knowledge and talent to make a di� erence in my community.

Who was your mentor?Former New York City Mayor Edward I. Koch. Another mentor was Je� Williams

who was Partner-In-Charge of the Management Advisory Services Practice at Price Waterhouse. Now the tables are turned and I am humbled to be a mentor to young professionals.

What do you think lies ahead for your industry in 2021?Sadly, COVID-19 will still be with us as will all the economic and business uncertainty

emanating from it. Financial professionals across a broad spectrum of � nancial services will be called upon to help clients “read the tea leaves,” whatever that means, in a particu-lar environment. M&A activity will be heightened especially at the lower and middle market levels; tax laws may change engendering revisions to corporate business plans and personal � nancial plans; supply chains may need to be rede� ned and import and export transactions may require a higher level of � nancial scrutiny. � ese are just some of the problems/opportunities that will a� ect � nancial professionals.

JEFFREY L. BASS M.A., M.P.A.

MANAGING MEMBEREXECUTIVE STRATEGIES GROUP LLC

JORRELL BLANDCLIENT SERVICES MANAGER

MITLIN FINANCIAL

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LONG ISLAND BUSINESS NEWS I 5&BUSINESS FINANCE

AWARDS

ames J. Burns is the founder and President of JJ Burns & Company. A nationally recognized wealth management expert, Burns has

more than 30 years of experience work-ing with institutions, families, and small groups. His goal is to provide individual clients with corporate-caliber investment and � nancial planning services.

Burns heads up an experienced team of advisors that builds comprehensive wealth management plans for high-net-worth families, small businesses, and endow-ments. Under his leadership, they work closely with clients and their families, businesses, and trusted advisors to create customized, sustainable strategies.

Burns is a regular � nancial commen-tator on CNBC. He is frequently quoted in publications such as � e Wall Street Journal, Reuters, Bloomberg, CNN Money, BusinessWeek, and Men’s Health. Burns is sought out for his expertise in strategic

planning, executive compensation, and small business development. He previously hosted the television show “In the Money” for Cablevision.

Burns previously worked at a Wall Street � rm where he managed institutional portfolios. He has served as director on the boards of multiple established and start-up businesses and served as treasurer for the National Foundation for Human Poten-tial. He is a CERTIFIED FINANCIAL PLANNER™ professional and CFP Board Ambassador.

An Alumni of Hofstra University School of Business, Burns helps students discov-er their true passion in the global world of business. He has developed a college internship program for students interest-ed in the wealth management industry. He also serves on the advisory board of the Northport High School Academy of Finance.

ichael Ceschini is the Manag-ing Member of Ceschini CPAs, a certi� ed public accounting and pro� tability consulting

� rm with o� ces located in Miller Place and New York City.

Ceschini’s areas of specialization include accounting, pro� tability consulting, � scal management, � nancial statement prepa-ration and tax as it pertains to business in various industries including construc-tion contractors, real estate, distributors, wholesale, retail and service industries. He also advises clients on strategic business planning, tax minimization strategies, succession planning and merger and acquisitions.

Ceschini has frequently been called upon as a lecturer and business advisor for companies and industry trade orga-nizations. He has also authored articles and has been sought for expert opinion by

various publications including the Long Island Business News, Construction Ex-ecutive, Newsday, New York Construction Magazine and the New York Real Estate Journal.

Ceschini is a member of various trade organizations where he gains a clear understanding of the problems and issues facing his clients.

A graduate of New Paltz College, Ceschini holds a Bachelor of Science degree in Accounting. He has earned the Certi� ed Construction Industry Financial Professional (CCIFP) designation awarded by the Institute of Certi� ed Construc-tion Industry Financial Professionals, Inc. (ICCIFP) and he has earned the Certi� ed Merger & Acquisition Advisor® (CM&AA) designation conferred by the Alliance of Merger & Acquisition Advisors (AM&AA).

What part of your job do you fi nd most di� cult?Ironically, the most di� cult part of my job is also the most rewarding, and that’s

leadership. It’s important to me that I’m always setting an example of who we are as a company and why we do what we do. Values come from the top, so when I’m living the core values of our organization, so will my team—to the bene� t and enrichment of not just the company but our clients.

Have you always considered yourself a “numbers person”?No. In fact, I’m far more of a visual thinker and big picture person. I think you have to

be to develop wealth management/� nancial plans that account for life’s uncertainties and complexities. � e numbers are an important part of that picture, of course. � ey inform and in� uence the decision-making process, but they’re the trees, not the forest.

Who was your mentor?When I started my practice in 2002, I hired a business consultant to the CPA profes-

sion, Neil Guilmette. Neil showed me how CPAs were able to improve the operational e� ectiveness of businesses and how imparting that knowledge could help business owners increase their income and quality of life. � is allowed me to work with business owners in a more consultative manor rather than just be the guy that did tax returns and � nancial statements. I still speak with Neil to this day.

What do you think lies ahead for your industry in 2021?I think the opportunities are limitless for CPAs today. By creating relationships that

help business owners increase their income and quality of life, rather than just compli-ance o� cers who prepare tax returns, CPAs have the opportunity to be in� uencers in their clients’ businesses, industries and the business community at large.

What a� racted you to your industry?Growing up, my parents owned a grocery store and in those days their accountant

came to the store for month-end to prepare the store’s compliance reports, such as sales tax and payroll taxes, using green ledger paper. � eir accountant prepared those ledger pages with such precision and accuracy which stood out to me, not only because I en-joyed math, but because I have always been neat and meticulous. � e impressive car he drove, along with his immaculate wardrobe, also le� an impression.

What do you do to give back to your community?Of all I’m involved in, my favorite is helping young adults discover their unique tal-

ents. I work with students at the Northport High School Academy of Finance, a program that prepares them for a career in the � nancial services industry. I mentor the students and help them understand what it’s like in the real business world and in my industry speci� cally. It’s incredibly rewarding to see that you’re making a di� erence in a young person’s life.

JAMES J. BURNS, CFPCEO/PRESIDENT • JJ BURNS & COMPANY

MICHAEL CESCHINICPA, CCIFP, CM&AA, MANAGING MEMBER

CESCHINI CPAS

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AWARDS

harged with continuing to grow PrestigePEO’s footprint in the PEO industry, Eric Foodim plays a pivotal role; managing the full

operations of PrestigePEO including HR and client services, bene� ts, compliance, payroll, IT, PMO/Implementation, ac-counting/� nance, 401k, and internal HR.

Foodim’s goal is to create a workplace culture that makes people love their work; where employees are empowered to excel with a clearly de� ned support system of structure, feedback and recognition.

Over his three years at PrestigePEO, client retention has improved to 97% annually, and its Net Promoter Score has experienced a 250% increase as reported by quarterly customer satisfaction surveys.

PrestigePEO has redoubled its com-munity activism during Foodim’s tenure, supporting the Coalition for the Homeless and initiating its Diversity and Inclusion Initiatives, among others.

Foodim found his stride in business

when he joined a small PEO which out-sourced HR functions to small and medi-um sized businesses. Ambrose Employer Group LLC was among the � rst PEO in the Tri-State area to target services to a white collar clientele in � nancial services, hedge funds, and broker dealers. When Foodim joined they had very few clients. Foodim served as Chief Financial O� -cer until 2007 and then assumed the role ofChief Operating O� cer. When Foodim piloted the acquisition of Ambrose to a competitor in 2013, the PEO had 125 employees and 900 clients.

CoAdvantage, another PEO, subse-quently hired Foodim to rebuild and grow its Northeast business. In two years, Foodim grew the company to double-digit revenue growth.

Foodim holds a bachelor’s degree in Accounting from George Washington University and an MBA in Finance from Fordham University.

raig Fine has over 20 years of experience in the Manufactur-ing and Distribution industry with concentrations in Food and

Beverage and Pharmaceuticals. He delivers business advisory and � nancial manage-ment services to owner-operated business-es in the manufacturing, distribution, and service industries. Fine’s expertise includes accounting, auditing, tax, internal control matters, and mergers and acquisitions. He also advises clients regarding pro� tability and cash � ow improvement and tax mini-mization strategies and credits.

Fine’s experience also encompasses auditing employee bene� t plans, including pensions and 401(k) plans. Craig has lec-tured at local colleges on careers in public

accounting, and participates in the � rm’s campus recruiting activities.

Prior to joining Mazars in 2012, Fine was a partner at Biscotti, Toback & Com-pany CPAs, where he led the accounting and auditing department, specializing in closely held middle-market businesses. As the partner-in-charge of the � rm’s per-sonnel and quality control, Fine provided leadership and training in all aspects of accounting, auditing, and client service issues for the � rm’s managers and sta� .

Fine graduated from the State University of New York at Albany, earning a Bachelor of Science degree in Accounting. He also holds the Chartered Global Management Accountant designation from the Ameri-can Institute of Certi� ed Public Accountants.

Have you always considered yourself a “numbers person”?Yes and no. While I started in accounting, as I gained experience I became attracted to

leading and managing people. My role evolved to be less about numbers and more about leading people and making decisions that led to successful numbers. Leadership comes � rst by empowering people to do what they do best to make the numbers happen.

Who was your mentor? � ere were several, but most notable was Lou Biscotti, who was CEO of Biscotti To-

back prior to the merger into Mazars USA. I worked with Lou for many years, became a partner in his � rm and got to know him on personal and business fronts. I was always impressed how he balanced a successful career with an even more successful personal life.


Looking through the current lens and marketplace, my advice is to stay hungry. Be passionate about who you are and what you want to be, and be sure to convey that message with positive energy. Networking across all platforms is essential. Keep meeting people and be sure to smile.


You need a strong technical background and to be intellectually curious. You never stop learning and things are always changing. If you couple those skills and are authen-tic, good, and fair, people will want to do business with you.

What part of your job do you fi nd most di� cult?� e challenge right now during a period of rapid growth for us to make sure we’re

handling that growth to our future advantage. We have to understand which levers to pull so we’re not overheating, and when to sacri� ce budget to ensure long term growth, investment and opportunity for the future.

What professional goals are you currently pursuing?I am currently the Managing Partner of the � rm’s Long Island O� ce. I am also a mem-

ber of the � rm’s executive board. My goals are centered around business strategy and growth of the � rm and in the LI market in particular. When we grow we create oppor-tunities for so many people and the community. It is very rewarding when we make new partners that I helped mentor in some small way along their professional trajectory.

What do you love most about your job?People of course think of accountants as numbers people, and we of course do

“crunch” numbers. I really, though, enjoy the people side of the business. It is very rewarding when you successfully help a client through a situation and help them solve a problem or reach a goal.

ERIC FOODIMCHIEF OPERATING OFFICER

PRESTIGEPEO

CRAIG FINELONG ISLAND OFFICE MANAGING PARTNER

MAZARS USA LLP

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AWARDS

esse Giordano specializes in empowering clients to create the � nancial future they want. � rough Opal’s proven approach, he helps

with behavioral changes that enable clients to create purposeful plans—backed by e� ective actions.

Giordano formed Opal Wealth Advisors with Lee Korn and Joe Filosa in order to make a meaningful di� erence in clients’ lives with a visionary process of � nancial planning and investment management. Prior to Opal, he co-founded the 360 Group inside Morgan Stanley, working as a Financial Advisor and Family Wealth Director. Giordano began his career at Merrill Lynch.

A graduate of SUNY Cortland, Gior-

dano also holds an MBA in Financial Management from Pace University’s Lubin School of Business and is a Certi� ed Financial Planner. He was recognized as a 2019 Best-In-State Wealth Advisor by Forbes, a list honoring top advisors across the country.

A blood cancer survivor, Giordano sits on the Board of Trustees for the Leukemia and Lymphoma Society (LLS) and was awarded Long Island’s Man of the Year title in June 2020. He’s also on the board of advisors for Mercy College MBA program.

Giordano additionally volunteers his high-level training skills as a speaker help-ing college students learn about � nancial literacy and leadership.

Have you always considered yourself a “numbers person”?Math always came easy for me. In 10th grade I went to Spain for a student exchange

program and had to teach myself algebra. When I returned, I scored the highest grade in my class on the lessons I taught myself.

What professional goals are you currently pursuing?I started Opal Wealth Advisors, a � duciary investment and � nancial planning � rm, in

2019 with my business partners Lee Korn and Joseph Filosa. Our goal is to grow Opal Wealth Advisors to 25 Financial Advisors by 2025, and to 100 Financial Advisors by 2030.

What do you think lies ahead for your industry in 2021?People’s access to investment and � nancial planning information is getting more and

more accessible. � is coincides at a time where face to face meetings are not happening much anymore. With investors having greater access to information on their own, and less opportunities to build relationships face to face, � nancial advisors must become better “thinking partners” for their clients. � is requires that � nancial advisors develop their “so� skills” to become better communicators, better listeners, and skillful at helping clients clarify goals. Financial planning will evolve into � nancial life planning where clients will seek and retain advisors who can help them go from intentions to actual achievement of meaningful goals. Advisors will have to practice humility, authenticity, and share both personal successes and failures with clients as a way to build trust and make them more accessible emotionally. In an industry that has built its identity on “Investment Excellence”, many � nancial advisors may struggle with confronting the idea that knowing all there is to know isn’t all that clients are looking for.

JESSE GIORDANOPRINCIPAL AND FINANCIAL ADVISOR

OPAL WEALTH ADVISORS

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CONGRATULATIONSERIC FOODIMCOO, PRESTIGEPEO

AND TO ALL THE FELLOW BUSINESS & FINANCE AWARD HONOREES

PrestigePEO has been supporting businesses for over 21 years with HR management, payroll administration, employee benefits and workplace compliance.

BUSINESS & FINANCE AWARDS

CONGRATULATIONS

BUSINESS & FINANCE AWARDS

prestigepeo.com | [email protected] | 888-PEO-PEO1

The Federal Reserve established the Main Street Lending Program in order to support those small to mid-sized businesses and nonprofit organizations that are experiencing economic hardship due to COVID-19 and were unable to access the Paycheck Protection Program (“PPP”) or require additional financial support after receiving a PPP loan. However, unlike the PPP loans, Main Street loans are full-recourse and are not forgivable.The program will operate through five facilities: the Main Street New Loan Facility (“MSNLF”), the Main Street Priority Loan Facility (“MSPLF”), the Main Street Expanded Loan Facility (“MSELF”), the Nonprofit New Loan Facility (“NONLF”), and the Nonprofit Expanded Loan Facility (“NOELF”).The Federal Reserve established a special purpose vehicle (“SPV”) to purchase 95% participations in loans originated by eligible lenders, with the lenders retaining 5% of each loan. The funds for this investment were appropriated under the CARES Act.The SPV will purchase loan participations until December 31, 2020, unless extended by the Treasury’s Board. The Federal Reserve Bank will continue to operate the SPV until all assets mature or are sold. The SPV will purchase up to $600 billion of participations in eligible loans in the aggregate across all facilities.The three for-profit business facilities (MSNLF, MSPLF, and MSELF) follow the same eligibly criteria, including that the business must have been established prior to March 13, 2020, under the laws of the United States or its territories, have significant operations including a majority of their employees based in the U.S. and must meet at least one of the following two conditions: (a) 15,000 employees or fewer, or (b) $5 billion or less in 2019 revenue.Borrowers can only participate in one of the three facilities. However, they may receive more than one loan under a single Main Street facility, provided that the sum of the loans does not exceed that facility’s’ maximum guidelines.In order for nonprofits to be considered eligible for the NONLF or the NOELF, the organization must have been in continuous operation since January 1, 2015, must have been organized and operating in the United States, and must meet at least one of the following two conditions: (a) 15,000 employees or fewer, or (b) $5 billion or less in 2019 revenue. Furthermore, the nonprofit must have at least 10 employees and an endowment of less than $3 Billion. Also, total non-donation revenue must be equal to or greater than 60% of expenses from 2017 through 2019 and nonprofits must meet

certain ratios based on liquidity.Term sheets have been established for each of the facilities. Common features among all the facilities include:• All loans mature in five years with a two-year

deferral of principal and a one-year deferral of interest.

• Interest for all loans is based on the adjustable one or three-month LIBOR rate plus 3%

• Principal (which includes capitalized interest) will be amortized with 15% due at the end of the third year, 15% due at the end of the fourth year, and a balloon payment of 70% due at maturity at the end of the fifth year

• There are no prepayment penalties for any of the loan facilities

• Terms may not include any provisions that would cause the Main Street Loan to be contractually subordinated to other debt in or outside of bankruptcy

MAIN STREET NEW LOAN FACILITY• Eligible borrowers can apply for new term loans

ranging from $250,000 up to $35 million• The maximum size of the loan cannot exceed

four times their 2019 adjusted EBITDA when added to existing outstanding, but undrawn, debt

• To be considered eligible loans under this facility, the loan origination date must be after April 24,2020

MAIN STREET PRIORITY LOAN FACILITY • Eligible borrowers can apply for

new term loans ranging from $250,000 up to $50 million

• The maximum size of these loan cannot exceed six times 2019 adjusted EBITDA

• To be considered eligible loans under this facility, the loan origination date must also be after April 24, 2020

• At the time of origination of a priority loan, borrowers can use the loan proceeds to refinance existing loans owed to other lenders

MAIN STREET EXPANDED LOAN FACILITY• Eligible borrowers can apply for an increase to

an existing term loan or a revolving credit facility, with the upsized tranche ranging in size from $10 million to $300 million

• The maximum size of these loan cannot exceed six times 2019 adjusted EBITDA

• To be considered eligible loans under this facility, the existing loan must have been originated before April 24, 2020 and must have a remaining maturity of at least 18 months

NONPROFIT NEW LOAN FACILITY• Eligible borrowers can apply for new term loans

ranging from $250,000 up to $35 million• The maximum size of the loan cannot exceed the

nonprofit’s average 2019 quarterly revenueNONPROFIT EXPANDED LOAN FACILITY• Eligible borrowers can apply for an increase

to an existing term loan or a revolving credit facility, with the upsized tranche ranging in size from $10 million to $300 million.

• The maximum size of the loan cannot exceed the nonprofit’s average 2019 quarterly revenue

• To be considered eligible loans under this facility, the existing loan must have been originated before June 15, 2020 and must have a remaining maturity of at least 18 months

Under all of the facilities, among other certifications, borrowers must certify that they will use the proceeds to make reasonable efforts

to maintain payroll and retain employees

during the l o a n

term.

MAIN STREET LENDING PROGRAMBy Samuel Pizzichillo Senior-Manager, Mazars USA LLP

SPONSORED CONTENT


AWARDS

26 HARBOR PARK DRIVEPORT WASHINGTON, NY 11050

BEBCAPITAL.COM ~ 516-207-7400

BEB CAPITAL

homas R. Landherr is chief � nancial o� cer of BEB Capital, a Port Washington-based real estate owner/developer, manage-

ment and lending � rm, which he joined in 2015.

Landherr, a CPA who also holds a CGMA designation (Chartered Global Management Accountant), has had a career in � nance spanning more than 30 years, partly in public accounting and on Wall Street, but mostly in the real estate industry. Among his achievements at BEB Capital, he has helped to facilitate a period of rapid growth by designing and implementing the migration of accounting systems required to support new business lines and an expanding geographic scope of operations.

Raised in Syosset, Landherr was award-ed an accounting degree from Hofstra University in 1988, and earned his CPA certi� cation shortly therea� er. He began

his career with the public accounting � rm of Buchbinder Tunick & Company, serving mostly real estate clients.

In the mid-1990s, Landherr spent sever-al years on Wall Street, rising to the post of division controller at one investment bank and assistant vice president at another. But he opted to return to real estate in 1998, joining the property development and management � rm of Triangle Equities, where he became controller.

In subsequent years, Landherr held the posts of controller and vice president at Reckson Construction; vice president and director of development accounting for Douglaston Development; and chief � -nancial o� cer for Corigin, a large holding company engaged in real estate develop-ment and venture capital.

Landherr is a member of the American Institute of Certi� ed Public Accountants and the New York State Society of CPAs. He resides in Dix Hills.

What do you love most about your job?Accounting is a perfect science. Debits equal credits, assets equal liabilities and capital

etc.. What I love most is the sense of accomplishment when working on a di� cult trans-action and the feeling you get once everything ties together and you know you have been successful.

Who was your mentor?My supervisor when I worked at Salomon Smith Barney (Ernest Cifaldi) was an

excellent “people person” in addition to being a great accountant. He taught me the in-tangibles of leadership and respect for those who needed mentoring to achieve the next stratum in their careers.

What part of your job do you fi nd most di� cult?For me, organization and discipline come easily. � ese attributes are great bene� ts

to someone in accounting but not everyone possesses them. � e challenge for me is in creating systems to compensate for the fact that no one person can do it all; it’s a team e� ort. � at means establishing policies and procedures that ensure consistent account-ing treatment and methods of tracking tasks and due dates to ensure things don’t fall through the cracks.

THOMAS LANDHERRCHIEF FINANCIAL OFFICER

BEB CAPITAL

T


AWARDS

regory Makofske is a Vice Presi-dent and Relationship Manager for the Long Island market in Commercial Banking at Bank of

America Merrill Lynch. In this capacity, his responsibilities include leading a team of specialists focused on understand-ing each client’s unique needs to deliver strategic � nancial guidance and solutions, complex credit, treasury management and equipment � nancing. Makofske’s mis-sion is to help local companies thrive by achieving their business goals, no matter how simple or how complex.

Bringing 17 years of experience, Makof-ske joined Bank of America Merrill Lynch in January 2018. He began his banking career at Citibank where he was most recently VP Business Banking Relation-ship Manager. Makofske has worked for JP Morgan Chase, TD Bank and Capital One. � roughout his banking career, he has served mid-sized and lower middle market

companies throughout the Long Island area to support their commercial banking needs.

Makofske volunteers with several not-for-pro� t organizations focused on ending hunger and homelessness. He also serves as a mentor for teammates across Bank of America Merrill Lynch as a member and leader in the Inter-Generational Employee Network and the Parents & Caregivers Network. In addition, he serves on the Risk Management Association Young Pro-fessionals Committee, Hauppauge Indus-trial Association, Long Island Association and New York State Society of CPA’s.

Originally from Bethpage, Makofske graduated with a Bachelor’s Degree in Business Marketing from � e State Uni-versity of New York at Old Westbury and completed his Credit Analysis Certi� cate at New York University. He currently re-sides in East Northport with his wife Jen-nifer and children Gabriella and Nicholas.

ennifer Marks is an Executive Director, Client Banker and Market Team Lead for the Long Island o� ce of J.P. Morgan Private Bank,

developing and implementing strategies for the region while providing wealth planning, banking, investing, lending and trust services to the area’s prominent fami-lies and individuals.

In 2018 she was selected to be the new driving force behind the growth of J.P. Morgan’s Private Bank across Long Island, a key geography where the � rm is growing its presence and investment in its commu-nity. Since taking on the leadership role, she has grown the size of the Long Island business by 32%, now overseeing more than $3.17 BN in client assets. In the next few years, she plans to increase the busi-ness twice over, and hopes to add more

than 10 advisors to her growing team.Marks joined J.P. Morgan in 2006 and

has remained with the Private Bank ever since. She began her career as an Invest-ment Business Analyst and became an Investment Advisor in 2010. Marks sits on J.P. Morgan’s U.S. Advisory Council, where she works with a select group of leaders to develop initiatives that shape experiences for employees and clients alike.

Marks earned a B.S. in Industrial and Labor Relations from Cornell University. She holds Series 7 and 63 licenses. A Long Island native, she is involved with the Hen-ry Viscardi School. When she’s not in the o� ce, Marks enjoys spending time at the beach, exercising, and exploring the area’s parks and museums with her husband and two children.

What a� racted you to your industry?What attracted me most and what continues to attract me to J.P. Morgan Private Bank

is the culture. From the beginning of my career through today, it continues to be a place driven by hard work, doing the right thing for clients and employees and it’s full of gen-uinely good people. We collaborate, share our best ideas and we’re always learning from one another.

What do you love most about your job?I love my job for the fact that I manage a portfolio of lower middle market companies

which are privately held companies, at times multi-generational and primarily based on Long Island. I enjoy winning new business against my competitors and I take pride that my team and I all live, work and raise our families on Long Island. I enjoy the network-ing events, establishing relationships, charities and volunteering for people in need on Long Island.


As a new person entering the industry, I would advise you to truly love what you do. � is doesn’t mean it will be easy but those that are most successful are those that truly enjoy their work. Be honest with yourself and, sometimes, knowing what you don’t like is as important as knowing what you do like.

What do you think lies ahead for your industry in 2021?My belief of what lies ahead for my industry in 2021 is primarily a 5 year plan. I � rmly

believe the 5 year plan will consist of several companies moving to Long Island as the real estate market has been rapidly growing. More people are moving out of NYC and the boroughs to Long Island, and through this channel there is high demand for ware-house, cold storage, manufacturing and industrial space. � e families that purchase homes here will seek to work close to home, and I believe if companies move to Long Island there will be an open market to ful� ll these jobs and the economy shall prevail from this end result.

What do you love most about your job?I love the everyday challenge to balance the unknown, the pressure to make decisions

with imperfect information and to bring all of that back to each client’s personal situa-tion. While some days are harder than others, the ability to meet with incredible families and colleagues is the most rewarding part of every day.

GREGORY MAKOFSKEVICE PRESIDENT COMMERCIAL BANKING

RELATIONSHIP MANAGER • BANK OF AMERICA

JENNIFER MARKSEXECUTIVE DIRECTOR AND HEAD OF LONG

ISLAND OFFICE • J.P. MORGAN PRIVATE BANK

G

J


AWARDS

onald K. Stair, PhD., MLT, EA, ERPA is the Principal and CEO of Creative Plan Designs, Ltd., an actuarial consulting,

and third-party administration � rm for retirement plans. With over forty years of experience in the retirement plan industry, Dr. Stair leads an expert team of creden-tialed retirement consultants who serve clients nationwide and globally. Creative Plan Designs, Ltd, has been CEFEX cer-ti� ed for the last ten years, which means that it voluntarily subscribes to the highest � duciary standards in the industry.

Dr. Stair is a member of the National In-stitute of Pension Administrators (NIPA). He is also a member of the American Soci-ety of Pension Professionals and Actuaries (ASPPA) and the Institute and Faculty of

Actuaries.Dr. Stair is a frequent local and national

speaker on topics relative to retirement plans and other employee bene� t pro-grams. He has testi� ed before the U.S. House of Representatives Ways and Means Committee on pension issues and has been nominated for a seat on the Department of Labor ERISA Advisory Committee. As part of his business development e� ort, he partners with an array of business experts o� ering complimentary seminars to assist business owners in managing the multidimensional aspects of their personal and professional � nancial lives. Dr. Stair is quali� ed to grant continuing education credits to Certi� ed Public Accountants, Certi� ed Financial Planners, and agents of the Internal Revenue Service.

What do you think lies ahead for your industry in 2021?Chaos! � ere are so many moving parts now and clients are relying on their � nancial

advisors to piece it all together. A retirement plan is o� en the largest sum of money that people amass in their lifetime. Someone must manage it and right now there is a lot of confusion and misinformation. Hot topics include MEPS, PEPS & State-run plans. You want someone on your side that has seen this before and weathered these types of storms. You need a � rm with experience and more than an army of one. At CPD we have an army of 25 licensed, seasoned professionals and this is ALL we do.

What a� racted you to your industry?Absolutely nothing attracted me to this industry. Almost everyone in the pension

administration business wound up here by accident. No one goes to school and says I want to be a pension actuary when I grow up. I had worked in an insurance � rm and got involved with non-quali� ed deferred compensation and the rest is history. As a matter of fact, when ERISA was enacted in 1974, the folks who ran my � rm told me to read it and explain it to them. I still have my � rst, original hard copy of the ERISA law.

RONALD STAIRPRESIDENT AND CEO

CREATIVE PLAN DESIGNS, LTD.

R

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Professional ServicesProfessional Services


AWARDS

oseph Tomaino is the Chief Ex-ecutive O� cer of Grassi Health-care Advisors and has over 30 years of healthcare management

experience in the not-for-pro� t, for-pro� t and government-sponsored sectors. As a CEO, chief nursing o� cer, consultant and educator, Tomaino has helped countless healthcare organizations, skilled nursing facilities and providers improve � nancial performance, clinical e� ectiveness, reve-nue integrity and resource e� ciency.

Tomaino leads a team of clinical, op-erational and � nancial professionals who leverage data and industry experience to assess organizational e� ectiveness and apply innovative structures and program designs that improve sustainability within managed care and accountable care reim-bursement environments.

Tomaino specializes in helping payers and providers align processes with emerg-ing value-based payment methodologies. He also serves as a Patient Care Ombuds-man, including for the O� ce of the United

States Trustee. In this role, he monitors health care businesses as they restructure under bankruptcy and advises struggling providers on turning their businesses around.

Prior to joining Grassi, Tomaino was CEO of the Continuing Care Division of Catholic Health Services of Long Island, and oversaw organizations with a total of $280 million annual revenues. His major accomplishments included the develop-ment of a cross-continuum care coordi-nation platform and the restructuring and consolidation of duplicative and ine� cient program components to increase pro� t-ability.

Tomaino serves on the board of the Leukemia & Lymphoma Society Long Island and the Big Data Advisory Board of Rutgers Center for Innovation Education. He is a past board member and executive committee member of Westchester Medi-cal Center and of HEALTHIX, a regional health information exchange.

What do you think lies ahead for your industry in 2021?� e healthcare industry faces incredible challenges in 2021, as we continue to mus-

ter the resources to � ght COVID-19, and deal with the revenue reductions that have resulted from interruption of usual services. � is requires careful control of spending, innovative program development, and planning. I anticipate that a good deal of my engagements this coming year will be turnaround advisory, assistance with mergers and transactions, and bankruptcy related. As we come out of the pandemic and things begin to normalize, providers will need to refocus on revenue integrity and compliance. For example, as many of the waivers that allowed telemedicine to grow expire, providers will need to make sure that they provide these services and bill for them appropriately.

Tell us something about yourself that most people don’t know.When I was in high school, I owned a small private ambulance service, and I used to

drive to school each day in an orange and white Cadillac ambulance! I ended up selling to a competitor and worked for him as a supervisor during college breaks.

JOSEPH TOMAINOCHIEF EXECUTIVE OFFICER

GRASSI HEALTHCARE ADVISORS

J

Congratulations to Joseph Tomainoand all of the

Business & Finance Honorees

Joseph Tomaino, M.S., R.N.Partner, CEO of Grassi Healthcare Advisors

grassicpas.com


AWARDS

e� rey M. Yonkers, CPA is the Chief Financial O� cer at LNK Interna-tional, Inc, a private, family owned over the counter drug manufactur-

er located in Hauppauge. Yonkers has over 25 years of experience in both public and private accounting across a wide variety of industries. During that time, he has collected extensive experience in working with closely-held, private-equity and pub-licly-held businesses with matters involv-ing reporting issues, � nancial disclosures, and � nancial statement preparation. In addition, he is adept at handling lender re-lations, internal reporting, budgeting, cash management, and � nancial covenants.

Yonkers was selected in 2017 as � e Mil-ton Zipper Financial Executive of the Year by � e Institute of Management Accoun-tants - Long Island Chapter. Beyond his work, Yonkers has been an e� ective train-er, frequently holding training seminars on

auditing and reporting topics. He is also a proli� c thought leader, writing articles and holding external seminars on various accounting topics.

Yonkers is a member of the American Institute of Certi� ed Public Accountants and New York State Society of Certi� ed Public Accountants, where he was the Co-Chair of the Nassau County Chapter Audit Committee for four years. Yonkers is also very active in his community. He has been the treasurer for his local Boys Scouts of America – Troop 184 for the past 5 years. He also was an assistant den leader in his local Cub Scout troop for 5 years as well as being the secretary for several years. Yonkers also dedicates his time as a board member for the nonpro� t organization, the Child Care Council of Su� olk County.

Yonkers received his Bachelor of Science in Accounting from the State University of New York College at Oswego.

Tell us something about yourself that most people don’t know. I always say that I am not your typical accountant. I drive a dually diesel pickup truck

and a motorcycle. I also love camping and boating.


Especially for young accountants out of school, I cannot stress enough for them to take and pass the CPA exam. I have always stressed to my outside auditors and any young accountants I meet to take and pass the exam. I found out that I passed the second half of the CPA exam on February 2, 1994, which is the same day my grandmother passed away. A very bittersweet day.

What a� racted you to your industry?I took a high school law class and my high school teacher thought I should take an

accounting class. I took the accounting class and it came very easy to me. As I look back, this teacher made such a huge impact on my life and I feel bad I never got to thank him personally.

JEFFREY YONKERSCHIEF FINANCIAL OFFICERLNK INTERNATIONAL, INC.

J

Gift of Life International proudly congratulates Founder, Robbie Donno

on receiving the LIBN Lifetime Achievement Award and for his 45 years of service and dedication to

children around the world with heart disease. As a result of Robbie’s vision...Nearly 38,000 children’s hearts have been healed from 80 countries across 5 continents since 1975.

To help heal the heart of the next child in need, please visit www.giftoflifeinternational.org

&BUSINESS FINANCE

AWARDS

JEFFREY L. BASSExecutive Strategies Group LLC

JORRELL BLANDMitlin Financial

JAMES J. BURNSJJ Burns & Company

MICHAEL CESCHINICeschini CPAs

CRAIG FINEMazars USA LLP

ERIC FOODIMPrestigePEO

JESSE GIORDANOOpal Wealth Advisors

THOMAS LANDHERRBEB Capital

GREG MAKOFSKEBank of America

JENNIFER MARKSJ.P. Morgan Private Bank

RONALD STAIRCreative Plan Designs, Ltd.

JOSEPH TOMAINOGrassi Healthcare Advisors

JEFFREY YONKERSLNK International, Inc.

CONGRATULATIONS TO THE 2020 HONOREES

AND THANK YOU TO OUR TITLE SPONSOR

business finance awardssep 24, 2020 · creative plan designs, ltd. ... bass provides business...

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