All participants in our roundtable discussions are welcome to be included on this list. To find what you are looking for you can use the category selections to find the type of company or services you need. Or you can look for a specific company name by using the search bar.
To get instructions on how to add your company to this esteemed list email PJ at admin@inthistogetherroundtable.com.
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Conor Tyson (Progress Solutions)
Most people want to resolve their financial struggles, but they don't necessarily know how. And let’s be honest, we weren’t actually taught this knowledge in school, so how would you know? Whether it is overwhelming debt, poor spending habits, not having the proper savings, or anything in between, it can feel like you are clawing your way out of a dark tunnel, yet somehow, still not making any progress. Deep down, you feel like you “should” be able to figure this out on your own. But all you feel is like you are playing a constant game of catch-up.
Taking the first step can be nerve-racking as it exposes your financial insecurities, but you know deep down you have to take action forward. You know your goals and dreams are worth pursuing.
I can help.
Financial Wellness Coach
A Lifelong resident of Westchester NY
BS -Finance, from Quinnipiac University, 1999
Financial Advisor for over 22 yrs Series 65, Registered Investment Advisor
ChFC designation—Chartered Financial Consultant
Master Trained Financial Coach-Ramsey Solutions
Married and Father of 2 Beautiful Children
Avid outdoors man, and golfer.
Some examples of the impact I've had for my clients include:
• Saved an eCommerce client 84% in cost reduction in their supply chain, manufacturing, and logistics expenses.
• Lowered consumer cost of product in supply chain lifecycle by 40%.
• Reduced credit card processing fees by 10% a month.
• Reduced patients' waiting-room time 50%—from three hours to one and a half hours.
• Streamlined a healthcare client-intake process and drove conversion rates up by 50%.
• Built new department intake call center and increased new client onboarding processing time by 40%.
• Reduced human error by over 85% with automation and 3rd-party integration in the legal sector for intake process.
• Decreased returns process for an eCommerce consumer goods business from 7 to 30 days down to 10 seconds.
• Consolidated the IT bandwidth utilized for the client intake process and added the ability to attach client's document.
I'm organized, smart, thorough, and thoughtful. I believe there is a solution for everything if you consider the facts. I assemble all the pieces together to solve clients' problems to help them flourish. I am ready to help you solve yours.
Please feel free to contact me at Info@CPCChangeAgent.com
We serve clients across the country through our offices in Nashville, TN, and Sarasota, FL. In addition to portfolio management, our team of Certified Financial Planner™ professionals provide counsel on estate, tax and longevity planning.
Jeri Quinn is the founder and president of Driving Improved Results, a professional training and development firm. She’s a serial entrepreneur having built, run and sold several businesses. Jeri is also an author of two business books about Customer Loyalty and Business Partnering. The purpose of her life is to empower others and she’s done that as a teacher, a therapist, a serial entrepreneur, a parent and as an executive/business coach.
She leads a team of executive coaches and master practitioners of project management, lean six sigma and the art of giving presentations. The company helps organizations achieve goals, increase revenues, reduce turnover, save money, exceed customer expectations, and attract talent. Individuals get promotions, reduce stress, improve self-esteem and create better work/life balance. She and her team coach, consult, facilitate and instruct in leadership, communication, culture development, project management, lean six sigma, presentation skills, customer service, job benchmarking and candidate selection. She’s especially proud of the team’s accomplishments in building high performing teams, training managers to be empowering managers, and coaching executives to make tough decisions in uncertain times.
What makes Driving Improved Results stand out is the 30+ years of experience each practitioner has in his/her own field and the level of mastery and ROI each has achieved in numerous worldwide projects.
Driving Improved Results strives to be relevant to what’s happening in the world and in businesses. We’ve developed interactive workshops in ‘Returning to the Workplace’, ‘Remote Team Building’, ‘Managing a Remote Team’, and ‘Business Adaptation to the Current Environment’. Plus, most of what we were doing in person has been converted to a virtual delivery method.
Business Genre
Legal Services
Edward (Edd) McMurray is an attorney at Levin Ginsburg that represents non-profits and associations of all sizes, focusing on the problems that associations and non-profits face everyday.
While Edd handles all matters for non-profits and associations, he focuses on governance issues, contract negotiations, meeting planning matters, and acting as a trusted advisor to the board of directors. Edd is an active member in the American Society of Association Executives and Association Forum where he stays current with the issues and topics that face non-profits and associations nationally. With his colleagues at Levin Ginsburg, Edd can address all the legal issues facing non-profits and association from litigation, employment matters, intellectual property, succession planning, and regulatory compliance.
Home
312-368-0100
Business Address
180 North LaSalle, Suite 2750Chicago, Illinois 60601
Steve Ferman, CEO
Is an established leader in the technology space, with 38 years of experience serving many industries in the areas of network cloud, infrastructure, security, data protection and disaster recovery/preparedness.
Steve successfully built, led, and sold two companies – Compunite Computers and Cloud Nation. These companies were built on referrals from Networking. As a certified Blockchain expert and Network Engineer, Steve has been ranked in the Top 250 entrepreneurs in the country shaping the managed services industry for five consecutive years.
Steve is a frequent speaker and panelist at industry summits such as New Jersey State Bar Association, MSP Alliance; The New York Security Software Industry Association, and the Financial Managers Society, and has been quoted in NJ Law Journal, IT World, Channel Insider, and VAR Magazine, among others.
Steve proudly served in the United States Marine for five years. He holds HIPAA Compliance Awareness, HIPAA Security Certifications and is an MCSE, MCP, and Certified Blockchain expert.