-Discussion of aligning your financial strategies with your goals
-Identifying the individuals, networks and organizations that can help your firm succeed
-Advice on documenting financial structures for your business
Moderator: Peter Begin; The Alternate Board
Peter is a Certified TAB Coach with over 30 years of senior business experience. For the past six years he has been working with CEO's and business owners of mid size and small companies on initiatives to improve their companies and deliver growth solutions. As CEO of TAB-Hartford, Peter has built the fastest growing franchise in the world-wide TAB system now the 7th largest TAB franchise.
Peter spent 25 years with FORTUNE 500 companies in various finance and business management positions. The last six of those years he was the Sr. Vice President, CFO for Lincoln National Corporation in the company’s Life Insurance Division. As CFO he guided his business unit to achieve significant increases in profitability by keeping expenses flat while the business grew at a double-digit rate.
Peter, a Hartford native, is a graduate of the University of Connecticut and CPA. Peter has served on the Board of Directors of Rideshare Corporation, and is currently serving on TAB’s Professional Development Committee.
Panelist: Dr. Susan Coleman, University of Hartford
Dr. Susan Coleman is a Professor of Finance at the University of Hartford’s Barney School of Business. She teaches courses in entrepreneurial and corporate finance at both the undergraduate and graduate levels. She has published extensively on the topic of financing women-owned firms and recently completed a book (with Alicia Robb) entitled A Rising Tide: Financing Strategies for Women-owned Firms. Dr. Coleman currently serves as the Barney School’s Ansley Chair of Finance. In 2007, Dr. Coleman was also named as the Barney School’s first Ellsworth Faculty Fellow. She has served on and chaired numerous committees at both the college and university levels.
Dr. Coleman is an active member and past President of the Hartford Area Business Economists. She is also a member of the Board of Directors for Smith-Whiley & Company, a women- and minority-owned investment firm located in Hartford, Connecticut. Dr. Coleman served a member of Governor Rell’s Economic Advisory Council from 2007 to 2011. The role of that group was to advise the Governor on economic issues affecting the State of Connecticut. Dr. Coleman currently serves as a member of the Connecticut Small Business Advisory Board.
Panelist: Isaiah Coope;, Cooper Law LLC
Isaiah earned his law degree at NYU in 1991. He also has a Masters of Music from Youngstown State University (1981) and a Bachelor of Fine Arts from University at Buffalo, SUNY (1978). Immediately prior to law school, Isaiah worked for two years (1986-88) as a paralegal at the products liability firm of Herzfeld & Rubin, P.C. in New York City. He began his law career as a tax associate with Gordon, Altman, Butowsky, Weitzen, Shalov & Wein in 1991 (former counsel to Carl Icahn, Jeffrey Picower et al.). From 1994 to 1996, he was associated with the tax, trust & estates and business boutique firm of Bergman, Horowitz & Reynolds, P.C. (now Withers Bergman LLP) in New Haven, Connecticut. In 1996, he joined Pepe & Hazard LLP (merged into McElroy, Deutsch, Mulvaney & Carpenter, LLP in 2010) in Hartford to gain more experience with private placements and corporate transactions. In December 2001, Mr. Cooper became Of Counsel to Gregory & Adams P.C. in Wilton, Connecticut. Isaiah is admitted to the bar in Connecticut and New York, and resides in Hamden, Connecticut with his wife Lauri Lowell, and their two sons.
Panelist: Kenneth Kollmeyer; Small Business Development
Kenneth S. Kollmeyer joined CCSU as a Small Business Development Sub-Center Specialist on August 17, 2007 and will be located at SCSU. Mr. Kollmeyer's role will be to plan, develop and direct the CT SBDC sales initiative for outreach programs to raise the level of awareness and effectively market the core business services for the SBDC program.
In his 30+ years in business, Ken has held various sales and business management positions with increasing levels of responsibility for organizations such as Sears, American Greetings, Curtis 1000, Inc., Bloomingdale's Department Stores/Catalogue Division, Moore Medical Corp. and the NEFCO Corp. He has led and managed general business and supply chain operations, customer service, human resources and information technology.