Inside BS Show

Sami Azhari pulled a rabbit out of his hat last week when he helped a criminal defendant with gambling addiction receive a "below guidelines" sentence for a ten-year fraud scheme. Sami joins Dave Lorenzo to discuss how he persuaded a federal judge to make this downward departure.Sami AzhariFederal Criminal Defense Attorney(312) [email protected]://www.federalcriminallawyer.us/About Sami AzhariSami is an attorney and principal of Azhari LLC, with over 14 years of experience as a trial lawyer. He has tried over 100 jury and bench trials. His practice focuses on federal and white collar criminal defense, where he has defended attorneys, traders, and corporate executives on a litany of federal crimes including wire fraud, bank fraud, racketeering (RICO), and conspiracy charges. His clients also include physicians, business owners, professional athletes, and board members.He handles all aspects of federal criminal prosecutions, representing witnesses, targets, and defendants from the investigative phase through trial, and if necessary, sentencing and appeals. He has dealt with every investigative agency including FBI, ATF, DEA, IRS, Department of Homeland Security and the United States Secret Service.He has been consistently recognized in numerous publications, such as Super Lawyers Magazine as being one of the most highly skilled and highly regarded criminal lawyers. He achieved the Illinois Rising Star award for 8 consecutive years, an honor given to the top 2.5% of attorneys in the state.He also handles criminal fraud charges that revolve around the Paycheck Protection Program that was rolled out after the passage of the Coronavirus Aid, Relief, and Economic Security (CARES) Act. He recently received a federal jury acquittal on behalf of his client, a foreign national from Mauritania that was facing federal criminal charges in the Northern District of Illinois. The case went to a jury trial where he was found not guilty of all charges.He has been published numerous times in publications on issues of white collar criminal defense, jury deliberations, and other matters. Recently, The Champion, the nationwide journal for the National Association of Criminal Defense Lawyers published his article, Guilty Until Proven Guilty: The Prosecution of Public Corruption and White Collar Crime.

Do you want to discover the secret to starting a consulting business? Are you interested in creating change in your organization? Do you want to listen in on a fun conversation? If you answered "YES" to any of these questions, you must listen to this episode of The INside BS Show. On today's show, Dave Lorenzo interviews consultant and epidemiologist Allecia Harley.00:00 How to Create Effective and Lasting Change in Business01:04 Allecia's Consulting Journey03:03 What was Allecia's first experience working as a Consultant like?05:03 What has surprised Allecia the most about business development?05:52 What did Allecia do to get work when she first started?07:45 Allecia as Epidemiologist: Views about vaccination09:47 Dave talks about his personal experience taking part in a vaccine trial during the COVID 19 pandemic.12:27 A case study: Bringing change to a company that has done things the same way for years18:28 What is Allecia's Business Competitive Advantage?19:32 What other ways does Allecia use speaking to help her Consulting Business?21:06 How does Allecia promote her Consulting Services?22:28 A piece of advice for those returning to work as speakers26:32 How can speaking be a form of media?27:57 What do Dave and Allecia have in common: A great storyAllecia HarleyPrincipal ConsultantPrevention Advisory [email protected](312) 288-8628About Allecia Harley: Do you need help seeing around corners and preparing for the future? As a change agent, Allecia Harley, formerly of Huron Consulting Group, provides forward-thinking solutions to strategic and operational challenges. Her clients are nonprofit, academic, and public health organizations.Allecia holds a Master’s in Public Health from the University of Michigan and a Bachelor of Science from Spelman College. She lives in Chicago with her husband, teenage son, and their dog, Cassius Clay.

Today the Inside BS Show goes behind the numbers and shows you how to get your financial reporting in order. Dave Lorenzo interviews Elliott Hershik. Elliott shares how he helps clients and then takes us inside the world of Supporting Strategies. 00:00 How to Get Your Financial Reporting in Order 00:49 What does a financial accountant do?01:32 What is the competitive advantage of implementing supporting strategies?02:39 Who is the ideal client for Supporting Strategies?03:48 What is the difference between cash and accrual accounting?05:27 What will happen if you use Cash Accounting?06:51 What inspired Elliot to become a Supporting Strategies franchisee?09:20 A case scenario: How does Supporting Strategies services work 16:34 What kinds of industries does Elliot work with?18:58 How does Elliot get new clients and where do they usually come from?Elliot HershikGeneral ManagerSupporting Strategies(630) [email protected]://www.supportingstrategies.com/...About Elliott Hershik:Elliot brings his 40 years of business experience to managing the day-to-day operations of the Supporting Strategies | Chicago Far West Suburbs office. A CPA certificate holder, Elliot’s expertise spans all aspects of bookkeeping and accounting services. He is also skilled in performance monitoring, accounts analysis and process improvement.Elliot has a B.A. in Economics from Cornell University and served in the U.S. Marine Corps. A rugby enthusiast, player and coach, Elliot shares his enthusiasm for the sport — as well as his business acumen — with his wife, Managing Director Dawn Hershik.

Who Wants to Be More Influential?You need people to adopt your ideas. What you say, how you say it, and how it is perceived, make all the difference when it comes to influence and persuasion. The title of this video could have been "How to be more influential." If we had used that title, it wouldn't have attracted your attention and you would not be pulled into watching it. Today's show is all about helping you help your clients. On this INside BS Show, Dave Lorenzo interviews author Stacey Hanke about her work in the field of influence and persuasion.If you would like to help more people, in your work and in your personal life, this is a show you cannot miss.00:00 Who Wants to be more influential?01:00 Why did Stacey focus her research on influence?02:53 What are the long and short games of influence?06:02 What is the difference between rational and emotional elements of influence?09:10 Why do people think they are so influential?11:42 How you should receive feedback and what you should do with that info.13:12 How to deal with your own self-perception16:58 How can we avoid crossing the line between persuasion and manipulation?22:17 How can you convince people to adopt YOUR idea as THEIR idea?24:39 Intellectual Curiosity can be an influence superpower. Here's how27:10 How does Stacey help people in using communication to influence others?29:46 A guarantee you can make to your clients32:48 Dave emphasizes Stacey's valuable advice on how to be influential by demonstrating dedication to your work.36:19 The right way to practice influence (like Michael Jordan)Stacey HankeAuthor, Consultant &Professional [email protected](773) 209-5970Stacey Hanke is author of the book; Influence Redefined…Be the Leader You Were Meant to Be, Monday to Monday®. Stacey is the founder of Stacey Hanke Inc. She has trained and presented to thousands to rid business leaders of bad body language habits and to choose words wisely in the financial industry to the healthcare industry to government and everyone in between. Her client list is vast from FedEx, McDonalds, Google, Kraft Heinz, Nationwide, Boeing, Discover and Oracle. In addition to her client list, she has been the Emcee for Tedx. She has inspired thousands as a featured guest on media outlets including; The New York Times, Forbes, Entrepreneur, Thrive, SmartMoney magazine, The Economist and Business Week.

How to Become a Great Leader Today's Inside BS Show is about you becoming a great leader. Dave Lorenzo interviews Leadership Expert, Karen Colligan. Join us today for a fantastic conversation about building leadership skills and becoming the best you can be. Chapters:00:00 How to Become a Great Leader01:30 How Karen Colligan Became a Leadership Expert02:50 Promoting the Best Practitioners into Management is a Huge Mistake05:00 Create Two Success Tracks in Your Organization08:20 How Does Self-Awareness Figure into the Leadership Equation10:40 Karen Shares the Key Communication Skills of Great Leaders12:00 How Does Vulnerability Figure into Leadership?14:00 Can We Teach People to Become Leaders or Do You Have to Be Born That Way?17:00 How Can We Teach Empathy in Leadership?23:30 Should We Train Everyone to Be a Leader or Just Select Certain People?28:00 What Are Some Things You Can Do to Demonstrate Leadership to Your Boss?29:30 How Does a Leader Manage Politics in the Office?32:00 How Does a Good Leader Address Toxic People?Karen ColliganFounder & PrincipalPeopleThink(415) [email protected] Karen ColliganKaren Colligan is a leadership expert who is on a quest to equip new and advancing leaders to leverage their uniqueness, unleash their leadership potential, and become the leader only they can be. Karen founded PeopleThink in 2000 and the name says it all. She has never wavered in her belief that people can do more and be more if they choose to. As a corporate leader, consultant, facilitator, and executive coach, she has helped numerous organizations develop and retain their most precious asset: their PEOPLE. She has created leadership initiatives and team initiatives, coached hundreds of leaders to create a vision, design goals toward that vision, and take action to achieve it. The result of this is her signature leadership development program: Keep it Real™ Leadership, a blended learning approach that combines online individual and group learning opportunities with practical application and accountability.In her Let's TAWK Leadership Podcast Series she interviews remarkable leaders at all levels within multiple industries who share their unique leadership style. Karen moved to Manhattan in November 2020 from San Francisco (yes, in the middle of a pandemic). She received her BS in Organizational Development from the University of San Francisco, and is an active member of the USF Mentoring Program. She is member of ProVisors New York, loves the Jersey Shore and seeing live music brings her great joy!

There may be a huge pile of money waiting for you in your business. Jeff Newcorn is the guy who can help you find it. On this episode of the Inside BS Show, Dave Lorenzo interviews Employee Tax Credit expert, Jeff Newcorn. Join us and you'll discover the opportunity that may exist in your business.Chapters:00:00 The Hidden Money In Your Business: Employee Tax Credits01:01 Is it possible to run a marathon in all 50 states?06:29 What are Employee Tax Credits?08:56 Who is eligible for Tax Credits11:30 How much can your business receive from tax credits?12:52 Can people still get credit for employee retention during the COVID 19 pandemic?15:52 Who Qualifies for the Work Opportunity Tax Credit?18:49 Tax Credits: How do they work?23:30 Why do CPAs/Attorneys work with a Tax Credit Expert like Jeff?30:05 How did Jeff become a Tax Credit Expert?31:43 Which Industries are eligible for tax credits?Jeff NewcornEmployee Tax Credits Expert(847) [email protected]://rjeffrey.com/About Jeff Newcorn:Jeff Newcorn, an entrepreneur and proclaimed self-starter, created a professional tax credit business in 1998 and it continues to flourish to this day. His broad background in accounting and financial systems provided the basis to offer a service that was simple to explain and easy for clients to use. His technical background gave him the skills to build a system to manage and track the tax credit his company administers. His business got early traction in the McDonald's system and has provided these tax credits to over 200 McDonald's owners. To help sustain these government-enabled credits, Jeff joined a group of leading tax credit companies and participates their lobbying efforts in Washington, where he has met with many of the politicians you see on TV.Jeff's personal life mirrors the self-starter personality and drive it takes to run a business. After his first marathon in 1996, he tapped into his love of running. Soon after he expanded his love of running and love of travel to pursue the goal of running a marathon in every state, which he completed in 2017. His outdoor passions also include long distance biking both domestically and doing overseas bike trips.

An independent insurance agent can change your life. Well, he or she can change your business. If you think that is a powerful statement, you need to join Dave Lorenzo for this episode of the Inside BS Show. On today's show, Dave interviews Nat "the insurance guy" Scopelliti. Nat walks Dave through all the aspects of insurance and how they impact your business. If you own a business, you cannot afford to miss this episode of our show. Chapters00:00 A Relationship with an Independent Insurance Agent Can Change Your Life01:19 What is the difference between a Captive Agent and an Independent Insurance Agent?02:56 How do people know whether they're dealing with an independent Insurance agent or a captive agent?06:56 How much General Liability Coverage is required for a Business?09:11 What impact has working from home had on insurance?11:07 Why do similar businesses pay different rates for insurance?13:30 What is professional liability insurance? Is it necessary?18:29 How are insurance rates calculated by the underwriters?21:21 What is cyber liability insurance?Nat Scopelliti“The Insurance Guy”(646) [email protected] Natale Scopelliti:My insurance career began over 17 years ago working for a national brokerage firm. I learned a lot working on national accounts but missed that interpersonal relationship aspect of our business. In 2007 I happily came to work for Honig Conte Porrino Insurance Agency, a firm with roots that go back over 100 years. I found my place at Honig Conte through developing long-standing relationships with business owners: through consulting with them and placing insurance for commercial and personal lines accounts, they began to see me as an advisor rather than just an agent.I take great pride in what I do - I always put in the extra effort needed especially when reviewing an account. No fluff, I want to be seen as an advisor, someone you can always count on for my expertise. The greatest compliment is when existing clients refer me to their friends, family, and network.Professionally I have earned the designation as a Certified Insurance Counselor and was past President of the Greenwich Village Chelsea Chamber of Commerce. On a personal note, I am a proud husband and father, and enjoy weekend road trips with my family, cheering on my children at dance class or on the soccer field. When I can make the time, you can find me watching a NY Rangers game. I’ve been a fan since I was a kid and I stick with them no matter what! That thankless fan attitude is the same dedication I bring with me to work!

Are you ready to change the way you think about money?On this edition of the Inside BS Show, Dave Lorenzo interviews Abundance Activist Ellen Rogan. She will help you shift your financial focus and develop a healthy attitude toward money. This show will change the way you think about your financial future. Chapters:00:00 Change the Way You Think About Money01:28 Where did the term "Abundance Activist" come from?04:26 Why do people feel the need to constantly compare themselves to others?08:57 What is Ellen's advice to office workers to encourage them to be more collaborative?10:33 What is the most creative and intuitive aspect of a financial problem, as opposed to the practical and analytical side?12:54 What do people overlook when they think about money?17:55 How does Ellen's positive messaging help people breakthrough?21:19 What is Ellen's strategy for developing a financial plan?25:32 Ways to replace financial stress with something more beneficial in our livesEllen RoginAbundance [email protected](847) 716-7792About Ellen Rogan:Ellen Rogin, CPA, CFP® and Abundance Activist® has made her life’s work educating, counseling, and guiding people to grow their prosperity and to use it as a force for good in their lives and in the world.She is the co-author of NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. Ellen speaks across the globe on creating success and abundance.Chock full of “left-brain” credentials (MBA, CPA, CERTIFIED FINANCIAL PLANNER™), Ellen also walks on the “right” side, balancing values, big picture ideas, meditation and a sense of humor with her professional training. She’s as comfortable talking about the power of compound interest as she is the power of belief. Ellen is a TEDx presenter, and her work has been quoted in such national publications as The New York Times, Money, Time.com, and Forbes.com. Ellen also consults with people to enhance their relationship with money by tapping into her years of experience and intuition for personalized messages from money.

How to Balance Work and Family as an Entrepreneur If you've been struggling with balancing work and family as an entrepreneur, you cannot afford to miss this episode of The Inside BS Show. Today Dave Lorenzo interviews Bridgette Ferraro, the CEO of iCopy, a business that helps lawyers obtain medical records.Join us. 00:00 How to Balance Work and Family as an Entrepreneur 01:00 How did Bridgette become CEO of iCopy?02:03 What does iCopy do for lawyers?05:12 How has the firm progressed since Bridgette's arrival?07:24 How many people are involved in iCopy's process?08:47 How iCopy makes it simple for lawyers to obtain legal information11:34 What sets iCopy apart from its competitors?13:39 How does iCopy handle lost or inaccessible data?16:21 Who is the ideal iCopy client?18:20 What are the issues that iCopy encounters from attorneys?20:43 How iCopy levels the playing field for attorneys who don't have large teams.22:16 How much time does Bridgette dedicate to company growth vs operations?28:19 How does Bridgette balance a growing family and a complicated business?36:22 Is it better to have a combined work and home schedule or a separate timetable?Bridgette FerraroCEOiCopy(765) [email protected] Bridgette Ferraro:I have over a decade of combined experience in local and international organizations. I am passionate about connecting individuals and organizations to innovative ideas, programming and systems that optimize growth. CEO and part owner at iCopy Legal has been one of my most exciting roles. iCopy is a records retrieval and subpoena preparation solution, prioritizing customer service and partnership with our clients. Founded more than 10 years ago with "by attorneys, for attorneys" at the heart of our business model. Our platform, Nimbus expedites the process and improves the client experience. Nimbus is a proprietary cloud-based software which maximizes transparency and communication, that provides records seamlessly and efficiently.

Why You Need a Relationship with a BankerThis episode of The Inside BS Show takes us inside the world of a banker. Join Dave Lorenzo as he interviews Michael Samuels, a Banker with Flushing Bank.00:00 Why you need a relationship with a Banker01:15 The Inspirational Background of Michael Samuels04:57 Why relationship-based selling is better than cold calling08:34 What are the many responsibilities of a commercial banker?13:47 What is the difference between working with a Community Bank, a National Bank, or a Multinational Bank?21:18 How to Build a Relationship with a BankerMichael SamuelsVice PresidentFlushing [email protected] Michael SamuelsAs a career banker for Flushing Bank, I am dedicated to putting my clients’ needs first in every interaction. I facilitate businesses with owner-occupied commercial mortgages, loans, lines of credit, and deposit accounts. Contact me at [email protected] or call me at 646-923-9536.

What You Need to Know About Your Business FinancesOn this episode of The Inside BS Show, Dave Lorenzo Interviews Carlos Sava, a fractional CFO and advisor to business owners. Carlos and Dave have a lively discussion about the finances of a business and what you need to know to run your business efficiently. 00:00 What You Need to Know About Your Business Finances01:12 How did Carlos become an outsourced CFO?03:25 What is Carlos Sava's competitive advantage?04:40 What are the differences between an interim CFO, a financial consultant, and a fractional CFO?06:20 Who does a CFO need to connect with in order to help companies?08:34 How does a fractional CFO's schedule work?10:27 How did Carlos deal with the pandemic?12:31 What do CFOs wish their CEOs knew about their financials?19:17 Who is the perfect client for a fractional CFO?22:39 Which clients aren't a suitable fit for fractional CFO?23:41 How does a CFO collaborate with an accounting firm?24:46 What is the competitive market like for fractional CFOs?Carlos SavaPrincipal and CFOPro CFO Partners(608) [email protected]://procfopartners.com/https://www.linkedin.com/in/cpsava/About Carlos SavaCarlos is a Principal and CFO with ProCFO Partners, serving as a fractional CFO and advisor to mid-sized businesses between $5 - $50 million in revenue. In particular, Carlos works with companies that are focused on building long-term value through business acquisitions and/or a planned sale/succession transaction.Carlos Sava has more than 15 years of experience in accounting, financial, and investment roles. He is a founder, advisor, and strategic operator – working with companies across many sectors, including professional/business services, financial services, and IT.His areas of expertise include strategic planning, financial reporting and forecasting, cash flow management, team development, and M&A. Working with sole-proprietors, family businesses, private equity firms, and publicly traded companies, Carlos understands how to manage stakeholders, determine and create value, and get deals done. By working internally, as an investor, and as an advisor, he understands key metrics, qualitative considerations, and valuation. Carlos takes a long-term approach to build sustainable value by focusing on business strategy, return on investment, and process development and efficiency.He founded Clarendon Capital Management (investment management firm), Clarendon Search Partners (search fund), and was a founding member of an artificial intelligence investing service. Carlos began his career in investment banking, where he completed nearly $2 billion in capital raising and M&A transactions. Carlos earned his BBA in Accounting and Finance from the University of Wisconsin-Madison. He holds a Certified Public Accountant (CPA) license and is a CFA charter holder.

Is It Too Late to Plan for Your Financial Future? We answer that question and many of the pressing questions of the day as Dave Lorenzo interviews Financial Advisor Michael Resnick on this episode of The Inside BS Show. 00:00 Is It Too Late to Plan for Your Financial Future?01:04 How did Michael become a Certified Financial Planner?02:21 What is the process of becoming a Certified Financial Planner?04:04 What drives people to seek the services of a Financial Planner?08:31 How can Financial Planners assist clients with Tax Planning?11:44 Why should you hire a financial adviser instead of investing or trading if you inherit money?14:07 How might a CFP assist with portfolio balance to help limit risk?19:51 What is the importance of Time Horizon in Investment? 20:37 Is it wise to invest in Bitcoin and NFTs? Michael ResnickCertified Financial PlannerAlera Group(847) [email protected] Michael Resnick:Michael Resnick's business experience extends from the financial markets and risk mitigation to financial planning for business owners and families. At Alera Wealth Services, his focus is on helping families and business owners grow and protect their wealth in a tax-efficient manner, helping to allow the transfer of that wealth to future generations. Always the entrepreneur, Michael has built businesses on the trading floors of Chicago as well as in the fast-paced world of hedge funds. His practice at GCG is built around relationships with his clients that extend beyond the products used to implement the financial strategies. His philosophy is that the plan itself is paramount to the success of his clients.

A Great Coach Can Change Your LifeOn this episode of the Inside BS Show, Dave Lorenzo interviews Life Engineer Linda Brennan. Linda and Dave discuss many important issues for entrepreneurs. Linda even helps Dave think through a couple of challenging issues he is facing. You don't want to miss this show. Join us!Chapters00:00 The Difference a Great Coach Can Make in Your Life01:16 What is a Life Engineer?02:47 The struggle of having work/life balance06:18 How to say NO to some things?07:18 Dave's making tough choices between family or business12:14 How to be fully present for family 14:45 How do coaching and consulting differ?18:20 How to fill our lives with people who energize us and make us happy29:07 What is the danger of comparing ourselves to others32:26 Is it natural for humans to be ethical or unethical?37:51 A case study: How can we remind ourselves of our values in crucial times?Linda BrennanLife [email protected]://brennanphd.com/Linda’s career has spanned management and engineering positions at Philip Morris, IBM, the Quaker Oats Company, and The Coca-Cola Company; consulting in dozens of industries, and teaching leadership, management, and strategy to audiences from undergraduates to executives. Her passion is to help others to help themselves for maximum impact. Working with ambitious and dedicated professionals, she stresses the importance of working toward a clear vision with intentionality and accountability in all aspects of life. Aligning time investments with personal and professional goals enables clients to perform at their best.A seasoned professional and creative problem solver, she is a widely published author. She completed her Ph.D. from Northwestern University, an MBA from the University of Chicago, and her bachelor’s from the Georgia Institute of Technology. A Six Sigma Black Belt, she earned her professional engineering license in Georgia and has been a certified Project Management Professional.

How to Fall in Love with EBITDAIf you have ever been confused by the financial information in your business, this is the show for you. In this episode of The Inside BS Show, Dave Lorenzo interviews financial expert, fractional CFO, bookkeeping company owner, and entrepreneur, Jennifer Yousem. 00:00 How to Fall in Love with EBITDA01:21 The story behind Jennifer’s website's unique name02:16 What does Jennifer do to help people?02:54 What can a client do to get connected with Jennifer and her firm?05:37 When should a company need Jennifer's services?13:08 When should a controller or a CFO be hired?15:46 What areas of business can a fractional CFO's work significantly impact?21:36 How you should book income for work in progress?23:22 What is the significance of cash versus accrual in business?24:42 How can Jennifer prevent a potential problem with financial statements?27:54 Who should we connect with Jennifer?30:12 What causes most business owners to be confused about their financial statements?Jennifer Yousem(310) [email protected] Jennifer YousemJennifer started her career in equity research but pivoted into corporate finance for media companies after business school and for 15 years led teams in business development and strategic and operational finance at Sony, Paramount, Viacom, Clear Channel & Daily Mail. She helped launch Verizon Hearst Media Partners in 2016 and as their CFO, led the merger with Complex to form Complex Networks, a multi-platform digital lifestyle brand owned by Verizon and Hearst. Jennifer founded I Heart EBITDA in 2019 to bring her enterprise-level finance and operational expertise to the mid-market through fractional CFO services and purchased Supporting Strategies Queens to service the entire finance function by providing outsourced bookkeeping and controller services

Insider Secrets to FundraisingOn this episode of the Inside BS Show, Dave Lorenzo interviews Chad Paris, the CEO of Parisleaf, a firm that helps nonprofit organizations fundraise. Today's show is an inside look at how fundraising works from a true expert in the field. 00:00 Insider Secrets to Fundraising00:51 What do Chad and his company do?01:43 How does Chad assist non-profit organizations with fundraising?06:08 How did Parisleaf begin?08:58 What is the difference between assisting with a fundraising campaign and managing a global corporation's marketing?15:07 What is a Board Member's role in fundraising?17:39 How vital is a Branding and Marketing Agency to a nonprofit organization?20:41 How to craft a brand promise and articulate it in 30 seconds26:07 Examples of ways to obtain fundraisers?Chad ParisPrincipal & CEOParis Leaf(352) 377 [email protected] Chad Paris:Principal & CEO of Parisleaf. Chad is a human acting like a professional, not the other way around. The perfect marriage of consultant, strategist, coach, & rainmaker. Chad loves connecting good people with other good people and has dedicated his career to brands that are changing the world.“If we’re the right fit, I’ll be the first to let you know. If we’re not, I’ll be the first to let you know.”About his firm, Parisleaf:Parisleaf is the brand & digital partner behind some of the largest (and smallest) fundraising campaigns. We predominantly specialize in medium-to-large-sized campaigns for medium-to-large-sized nonprofits in the following sectors: Education, Healthcare, Arts & Culture, and Rights (Human, Social, Environmental). As a result, we have helped our partners raise over $4B through working on campaigns of all shapes and sizes. Why? Because we believe money is mission fuel in the right hands. We’re here to be the right hand to the right hands.

The Guy You Call When You Don't Know Who to CallIf you are an attorney and you need the services of a private investigator, you call Bill Belmont. If you're a company and you need a security assessment, you call Bill Belmont. If you are in trouble and you don't know who to call, you definitely need to call Bill Belmont. On this episode of the Inside BS Show, Dave Lorenzo interviews investigations and security expert, William (Bill) Belmont. 00:00 The Guy You Call When You Don't Know Who to Call01:49 Bill’s interesting background04:50 How to make sure you investigator is covered by attorney/client privilege 06:59 What types of cases does Bill's team work on?10:00 What is Opposition Research?11:35 How do Private Investigators deal with fake video cases?15:40 Bill explains Due Diligence22:20 Why Does the Average Professional (Attorney, CPA) Hire Bill's Firm?26:59 What is a Lawful Source of Funds Investigation?29:01 How does a Private Investigator help a criminal defense attorney with sourcing funds?30:58 How does a security consulting firm work?William BelmontInvestigative Attorney(212) [email protected]://Thebelmontgrp.comAbout William BelmontThe Belmont Group was founded by investigative attorney William B. Belmont. Mr. Belmont has over 30 years of experience in the investigation, due diligence and security field. In addition to having worked as a law enforcement officer and trial attorney, Mr. Belmont served as Director of Operations for the New York office of Pinkerton Consulting & Investigations.Mr. Belmont has overseen the management of hundreds of corporate investigations involving fraud, workplace misconduct, brand protection and theft of trade secrets. Additionally, he has managed hundreds of investigations for national and international law firms. Also, he has developed and implemented due diligence protocols for dozens of financial institutions to ensure the integrity of their investments. He provides clients with pre-incident consulting, including vulnerability surveys, threat assessments and crisis management plans and procedures.Furthermore, Mr. Belmont provides security consulting services to clients for personal and private events.Mr. Belmont oversees the implementation of increased security measures for many corporate clients. He serves as a member of crisis management teams, assisting with contingency plans for critical occurrences, such as terrorist attacks, natural disasters, computer network penetrations, business interruptions and incidents of workplace violence. Mr. Belmont is also a frequent speaker on post 9/11 corporate security issues and appeared on Fox News following the World Trade Center attack.Belmont has managed numerous litigation investigations for national and international law firms, including: a national identity theft for a Fortune 500 corporation, fraud at a large real estate company, and numerous domestic and international intellectual property investigations.With a background as a trial attorney and investigative attorney, Belmont has considerable experience investigating civil and criminal matters in a wide range of industries including finance, fashion, entertainment and real estate.In addition to his experience as an attorney, Belmont served as a police officer in Mesa, Arizona. He received his B.A. in criminal justice from The George Washington University and his J.D. from Benjamin N. Cardozo School of Law.Belmont’s community service activities include serving as President of the Lynbrook School Board and volunteering as an assistant varsity football coach, as well as a youth coach for boys And girls sports.

We need attorneys like Ken Levinson to make sure insurance companies do what they are supposed to do. Ken represents victims of the negligence of others. Join Dave Lorenzo as he interviews trial lawyer, Ken Levinson.00:00 Who Keeps Insurance Companies Honest? 01:51 How did Ken become an Injury Lawyer?03:56 How the Personal Injury Case Process Works06:12 How can you protect your interests in the event of an accident?08:06 Is it advisable to seek medical attention quickly following an accident if you have a legal case?09:40 What does Ken Firm focus on?11:34 What leads Truck Cases to Ken's firm?12:30 What distinguishes a Truck Case from other types of cases?16:43 Ken's advice on growing his firm throughout the years18:10 What do people want to know about Personal Injury or Truck Accidents?20:57 How does Ken help Lawyers with the presentation strategy in Juries?22:05 What is the procedure for forming a Federal Jury?24:43 The importance of likability in building a connection with the person you're arguing with.Ken LevinsonFounding PartnerLevenson & Stefani(312) [email protected]://levinsonstefani.comAbout Ken Levinson:Kenneth H. Levinson is the founding partner of Levinson and Stefani Injury Lawyers, a Chicago firm concentrating in representing families in wrongful death and serious injury matters arising out of truck and auto crashes. Ken co-authored the current edition of Litigating Major Automobile Injury and Death Cases, published by AAJ Press/Thomson-Reuters, as well as numerous legal articles Ken was named by Illinois Super Lawyers as one of the top attorneys in Illinois for 2010–2022 and made the list of the Super Lawyers Top 100 Lawyers in Illinois in 2012, 2016, 2019,2020, 2021, and 2022. Ken was also recognized by Leading Lawyers in 2017-2022. He is currently the Chair-Elect for the American Association for Justice (AAJ)Interstate Trucking Litigation Group, the Co-Chair of AAJ’s Jury Bias Litigation Group, and the past Chair of AAJ’s Motor Vehicle Collision, Highway Section. Ken currently serves on the Illinois Trial Lawyers Association Board of Managers. He is also an invited speaker and faculty member at various trial lawyer programs throughout the country

How to Emotionally Engage People with the Written WordDo you want to improve your writing?Do you want to discover new ways to emotionally engage the readers of your content?Do you want to get to know an outstanding writer/editor?If you answered "Yes" to any of these questions, this is the Inside BS Show for you. Join Dave Lorenzo as he interviews Lauren Hauptman. 00:00 How to Emotionally Engage People with the Written Word01:01 What makes Lauren the BEST in her field?05:12 How do we make sure our writing will connect with people?07:26 How does a ghostwriter write in a client's voice?09:39 How Dave gets into the head of the reader12:41 How to ensure you deliver on clients' expectations14:31 What is the importance of editing?19:09 How to make sure the content "hangs together"23:10 What is the most difficult thing for Lauren to edit?26:37 What is an excellent example of truly high-quality writing?32:41 How to Use Headlines to Engage Readers37:43 How can people work with Lauren?Lauren HauptmanLauren Hauptman, Ink.Editorial and Creative Services Consultant(415) [email protected]://www.laurenhauptmanink.com/About Lauren HauptmanBuilding better business stories through words and pictures: Lauren Hauptman Ink provides editorial and creative services consulting to clients of all sizes and industries.Services include marketing communications, copywriting & ghostwriting, editing & proofreading, publications & magazine consulting, branding and design. We specialize in translating business speak to people speak and marrying verbal and visual communications.We create everything from brochures and newsletters, to PowerPoint presentations and website content, to client success stories and articles, to fund-raising and sales promotions, handling projects from conception to fruition, on time and within budget.

How can you make employee benefits a competitive advantage for your business? Listen to this episode of the Inside BS Show to find out. 00:00 How to Make Employee Benefits a Competitive Advantage00:58 The Interesting Background of Mark Shore03:22 What are the common misconceptions with Benefits Consultants?06:52 How has working from home influenced Mark’s work?08:07 Is the future bright for employee benefits?09:44 What is Open Enrollment Period?10:54 What are the different benefit tiers available?16:50 How much does Disability Insurance usually cost?18:58 What has made Mark so successful?20:23 What is the future of the benefits industry?24:24 Mark's Great Advice for start-up businessMark ShorePresidentEmployee Benefits Consultant(908) 228-2466mshore@atlasconsultingllc.comwww.atlasconsultingllc.comMark Shore graduated the University of Connecticut, Storrs, CT, in May 1993 with a Bachelor of Science in Actuarial Science. He has worked in the insurance industry for the past 30 years in various capacities, including but not limited to underwriter, actuarial consultant, sales representative, and insurance broker. In August, 2010, Mark founded Atlas Consulting Services, LLC where he continues to develop, implement and manage Employee Benefit insurance programs for his clients.

On today's Inside BS Show, Dave Lorenzo interviews Family Law Attorney Christine Fitzgerald. This is What you Need To Know Before You Get Divorced. Chapters:00:00 What You Need to Know Before You Get Divorced 01:26 How did Christine become a Family Law Attorney?02:12 What does Christine like and dislike about her work?03:12 What is the pandemic's impact on Divorce Lawyers?05:09 What should you look for in a Divorce lawyer?07:10 What parents should know about the divorce process, consequences, and effects on children’s wellbeing?10:16 Is Divorce really just an emotionally charged negotiation?13:29 Christine's Divorce Success Story18:21 How does Christine get her clients?19:29 What should clients know before hiring Christine as a divorce lawyer?21:19 What is the process of becoming a Fellow for the American Academy of Matrimonial Lawyers?Christine FitzgeraldFamily Law Attorney(908) [email protected] Christina Fitzgerald:Christine is an experienced and compassionate family law attorney practicing in Northern New Jersey. She knows that there is no one size fits all for families and approaches each case with a unique strategy that is right for her client and their family. Christine is active in the Hudson County Bar Association as the current Treasurer and the Family Law Section of the New Jersey State Bar Association as a member of its Executive Committee and will be sworn in as Secretary in May 2022. She is the 2018 recipient of the Family Lawyer of Year Award given by the Hudson County Bar Association.

Have you ever wondered how some business owners come up with a concept that disrupts the status quo? On this episode of The Inside BS Show, we have one of those business owners. On this show Dave Interviews Ron Bockstahler, the founder of Amata Offices. Chapters:00:00 How to Create a Disruptive Business01:20 How did Ron go to all 50 states and 9 Canadian provinces in his RV?04:06 Why Amata is a unique business model05:31 What services does Amata offer?06:31 How convenient is Amata for Lawyers?07:15 Is there an affiliate network for Amata?07:55 What is Amata's competitive advantage?10:42 What is the working atmosphere like attorneys at Amata?11:28 How did the pandemic impact Amata?13:06 What would Ron do differently as a startup if he had all of this business knowledge?17:25 Is it a good idea for a company to have an exit strategy?18:45 What is Ron's approach to managing his employees?20:16 Who works for Amata?21:16 How do paralegals handle the diversity at Amata?23:03 What is Amata’s business development philosophy?Ron BockstahlerFounderAmata Law Office Suites(312) [email protected] Rob Bockstahler:As an entrepreneur and dreamer of what can be, I am a trusted advisor to attorneys helping set up their law practice and assisting established firms increase their bottom line. I founded Amata Law Office Suites in 2002 as a vehicle for attorneys to utilize while they focus their energies on practicing law and less on the business of a law practice. We provide solo and small law firms the infrastructure of a large law firm, including Live phone reception & new client in-take, legal support services, access to practice mgmt software, scalable office options and remote work solutions. I am a hopeless optimist, Ironman competitor and father of 6 children who have traveled to all 50 states and 9 Canadian provinces/territories with my wife and I in our RV in an 8 year period.

A Master Class in Immigration LawOn this episode of The Inside BS Show, Dave Lorenzo interviews Christina Coleman, an immigration lawyer based in Chicago. They discuss the entire immigration process.Join us for this fantastic episode of the Inside BS Show. 00:00 A Master Class in Immigration Law01:20 Why Christina become an Immigration Attorney06:31 Immigration Process for Employment in the United States10:52 What is an H1B Visa?15:55 How does a student visa work in the United States?19:05 How can you become a naturalized US citizen?25:36 Why everyone should watch the US Citizenship Swearing in Ceremony28:23 What it takes to obtain a green card and permanent residency in the United States34:55 What should individuals do to prepare for citizenship questions? 37:48 What Is the Difference Between Naturalization and Citizenship?39:53 Is it safe to gain US citizenship through a business marriage?43:19 What should an employer be worried about when employing someone legally in the United States?Christina ColemanImmigration AttorneyRC Immigration(312) 933-9174ccoleman@rcimmigrationgroup.comwww.rcimmigrationgroup.comAbout Christina Coleman:RC Immigration is a boutique law firm focusing exclusively on U.S. immigration issues. Christina Coleman, owner, has the requisite expertise in this niche field to develop comprehensive immigration strategies in a challenging landscape. Christina’s services are billed on a flat fee basis, providing you and your organization with predictability and transparency. As an immigrant herself, Christina understands the importance of delivering personalized and responsive counsel to every client.

On this episode of the Inside BS Show Dave Lorenzo interviews Garrick Hollander. Dave and Garrick discuss bankruptcy law and how Garrick helps companies thrive after bankruptcy. 00:00 The Bankruptcy Attorney Who Helps Companies Have a Brighter Future01:16 What inspired Garrick to Pursue a Career in Bankruptcy Law?02:29 Why is Bankruptcy the best way to deal with business?03:51 Why are companies terrified of the word "Bankruptcy"?04:39 Why do people reach out to Garrick?06:55 What is a Personal Guarantee?09:18 How does Garrick use his leverage as a Bankruptcy Lawyer when it comes to negotiation?11:33 A case study of how Bankruptcy helped a customer achieve great success.13:31 How might the Automatic Stay benefit your business?19:18 What is the Reorganizational Process?20:51 How do Bankruptcy Lawyers Get Clients?22:21 What Makes Garrick different from other Bankruptcy Lawyers?Garrick HollanderBankruptcy Attorney(949) [email protected] Garrick HollanderI am a partner in a bankruptcy boutique law firm in Newport Beach with lawyers in California and New York. I am a CPA and former turnaround consultant with experience in corporate finance. I have started, owned and operated, and purchased and sold businesses for decades.

How to Use Video to Tell a StoryThis is a great episode of The Inside BS Show. Dave Lorenzo interviews Melissa Costello, producer, director and chief storyteller. Melissa shares her secrets to her success in developing video that moves people to action. 00:00 How to Use Video to Tell a Story01:45 Why is it important to use video to make an emotional connection?05:49 Do you have to be charismatic to be good a video?07:23 How can someone's lowest point become an inspiration?08:36 What is Dave's motivation for making a video?13:17 What doesn't Melissa use a Story Arc?17:43 How Does Melissa assists her clients in creating a beautiful story out of dry material?21:52 What is the objective of a video interview?23:09 How to test your content to ensure that it will resonate with the proper audience31:50 How does Melissa get her clients to tell emotional and genuine stories?33:58 Describe power of testimonials to convey authenticity to your audience36:49 What is Melissa’s process when working with a client?40:03 What is the Value of Editing Process43:05 How can Melissa assist clients in understanding what is relatable to the audience?Melissa CostelloChief Storyteller(312) [email protected]://melissacostello.comAbout Melissa Costello:Melissa Costello is the Creative Director and chief storyteller for MELISSACOSTELLO.COM’s video-centric take on branding and marketing. Telling stories and building brands that impact people’s businesses and people’s lives is her passion. Her upbringing engaged her in a lively mix of both the fine arts and the marketing arts, joint passions shared by numerous members of the extended family. It’s in the blood as is a restless curiosity. Costello has been awarded both domestic and international honors for the videos and television commercials she has produced for more than 30 years through her companies in Chicago and Los Angeles, and in collaboration with former political media consultant, David Axelrod for clients such as President Barack Obama and Mayor Rahm Emanuel.

How to Raise Money from Private EquityOn this episode of the Inside BS Show, Dave Lorenzo speaks with Brett Hickey, the founder and CEO of Star Mountain Capital. In this wide ranging discussion, they cover everything an entrepreneur needs to know about raising money from a private equity firm. 00:00 How to Raise Money from Private Equity01:05 Brett Hickey as an Olympic Speed Skater03:03 What is a Top Athlete's Training Regimen?06:35 How does Brett Apply his Athletic Training and knowledge to business?13:25 How has Brett's goal to be the best influenced his performance in business?19:27 What does Star Mountain Capital do?22:28 What inspired the formation of Star Mountain Capital?30:45 How do you identify companies that are a good fit for you?32:35 How does Brett evaluate risk?35:47 How can a business owner partner with a specialized asset management firm?Brett HickeyFounder & CEOStart Mountain Capital(212) [email protected] Brett Hickey:Brett Hickey has been structuring, analyzing and managing private equity, mezzanine and U.S. Government sponsored investment funds for over a decade. Prior to launching Star Mountain Capital, Mr. Hickey was the Co-Founder and President of a multi-manager platform including 4 U.S. state sponsored small business investment funds. Mr. Hickey has extensive experience performing due diligence on, selecting and building small business fund managers and has helped structure over a dozen larger funds representing a few billion dollars in assets.Mr. Hickey formerly worked as an Investment Banker at Citigroup Global Markets in New York City (fka Salomon Smith Barney) where he covered global Asset Managers and Financial Institutions. In that role he worked on over $8 billion in completed debt and equity capital raising and restructuring transactions for leading financial institutions including BlackRock, Franklin Templeton, Neuberger-Berman, Nuveen Investments and Eaton Vance. He also served as Senior Analyst on the $16.1 billion public merger of the St. Paul Companies, Inc. and Travelers Property Casualty Corp.Mr. Hickey attended Mount Royal College in Calgary, Canada, where he studied business and entrepreneurship while training on the national speed skating team. He graduated with Distinction from McGill University in Montreal, Canada with a Bachelor of Commerce degree. He is an alumnus of Harvard Business School’s Owner, President / Manager CEO training and management program for distinguished business owners with a proven track record of successfully building and managing companies. Mr. Hickey is a former Canadian national gold medalist and North American medalist in speed skating. He has completed numerous other business programs including Building Your Business Through Transformational Leadership & Innovation at the Innovatrium on the University of Michigan’s campus in Ann Arbor, Michigan and is a frequent guest lecturer on industry panels and at academic institutions.

How to Become a More Effective LeaderOn this episode of The Inside BS Show Dave Lorenzo speaks with executive coach Peter A. James about leadership. If you have a team and you want them to be more productive, this is the show for you.00:00 How to Become a More Effective Leader 01:03 How Did Peter Become a Leadership Coach?02:43 How Did Peter's Military Experience Help Him Learn About Leadership?04:29 What People Should Avoid Doing in Order to Become Effective Leaders.06:47 What Role Does Institutional Knowledge and Training Play?08:53 What Should a Leader Consider While Onboarding a New Employee?10:36 How Can We Get Everyone Moving in the Same Direction?17:08 How Traditional Leaders Might Be Persuaded to Adopt a Coaching Model21:43 The Importance of Clarity of Purpose in Leadership24:06 What Should Individuals Look for in an Executive Coach?Peter A. JamesLeadership Coach(312) [email protected]://www.hcgconsol.com/About Dr. Peter A. James:Dr. Peter A. James is a certified and credentialed executive and leadership coach who focuses on helping executives and businesses transform from high performing to excellence. Peter offers more than two decades of leadership-laden experience stretching from his service within the U.S. Army to his role as the Chair of the Business School within a major university and then as an entrepreneur. A quick review of his background and credentials will show that he has served as the catalyst for successful sales, corporate education and training, and process redesign initiatives, complemented by high-caliber leadership qualifications and a proven track record in delivering value to all of the organizations and customers in which he has served.

Everything You Need to Know About Independent MonitoringHave you ever wondered who makes sure a company holds up their end of a court ordered agreement? On this episode of The Inside BS Show, Dave Lorenzo interviews Vin DiCianni, the Founder of Affiliated Monitors Inc. It is their job to oversee compliance in a variety of circumstances.Join us for this show to discover the value of independent monitoring and much more. 00:00 Everything You Need to Know About Independent Monitoring01:49 Why did Vin start Affiliated Monitors?03:16 The Process of Settling with the Government as a Whistleblower06:13 What is a Private Monitoring?08:34 How can an Independent Monitor Help with a Licensing Agreement?11:08 How Do Independent Monitors Handle Advertising and Affiliation with The Legal Community?14:58 Is it a Good Idea to Bring in the Monitors as an Attorney representing a Firm that has no other choice than to close down?17:40 A Deep Understanding of a “Third Party Management” in an Independent Monitor Involving Transnational Issue.25:02 What is a Competitive Advantage in Marketing Strategy that is Verified by an Independent Monitor? 27:40 When Management Changes During an Inquiry, how Monitors handle the Issue?31:05 A Case Scenario: What Would Happen if Monitors Intervened in a National Labor Relations Board?34:12 Who to Educate about The Advantages of Monitoring?Vin DiCianniPresident and FounderAffiliated Monitors(617) [email protected] DiCianni is President and founder of Affiliated Monitors Inc. “AMI”, an independent monitoring and compliance and ethical culture assessment firm that evaluates businesses for compliance with law, regulations and best compliance practices. Before starting Affiliated Monitors in 2004, Mr. DiCianni served as an Assistant Attorney General for the Commonwealth of Massachusetts and in private practice representing businesses and professionals. In addition to overseeing Affiliated Monitors, and serving as an independent integrity monitor, Mr. DiCianni regularly conducts ethics and compliance assessments for clients in diverse fields, such as not-for profit entities, construction, antitrust, healthcare corrections, financial services, education, and government contracting. AMI works with clients to craft appropriate compliance measurement tools and to implement long-term strategies for supporting a culture of compliance within organizations. AMI provides independent integrity monitoring services for the United States Department of Justice, the United States Department of Defense, Health and Human Services, U.S.A.I.D., the U.S. Department of Transportation and many other federal agencies, state and municipal agencies. AMI also handles many Suspension and Debarment matters with U.S. Agencies such as the U.S. Navy, Air Force, Army and Environmental Protection Agency, as well as the World Bank. In addition to AMI’s monitoring and consulting engagements, AMI works with multi-national companies in designing, implementing, and strengthening their programs and ethical cultures.

How to Stay Sane During a DivorceOn this episode of The Inside BS Show, Dave Lorenzo interviews Jillian Gross, a New York Matrimonial Attorney. Jillian helps us understand the emotional, psychological and financial factors involved in the divorce process.Jillian is the consummate professional and her advice is priceless. If you, or someone you care about is going through the divorce process, this is a must-watch episode of The Inside BS Show. 00:00 How to Stay Sane During a Divorce01:56 The three ways a Family Law Attorney helps their client03:53 What are the Misconceptions About Divorce?06:14 Divorce: Battle vs. Negotiation: Which is Better?08:58 If your Divorce Lawyer Knows the Lawyers from the Other Side is it a Good Thing?11:53 What is "The Soprano’s Effect?"13:37 What Should Your Strategy Be When You Begin the Divorce Process?15:41 How lawyers neutralize the situation of psychological and emotional impact of a client?22:20 How does infidelity impact a divorce case?28:42 What do lawyers need from their clients?31:10 Is it Important who is at Fault in a New York Divorce?32:36 What is the step-by-step process for a divorce in New York?34:11 Is “Stay in the House advice” good advice?36:28 How do you get clients ready for mediation?38:49 What is a deposition like in a matrimonial case?40:28 How to select a good family law attorney?Jillian GrossMatrimonial Attorney(212) [email protected] Jillian Gross:Manhattan based Matrimonial attorney with focus on pre- and post-nuptial agreements, custody and access, divorce negotiation and litigation, equitable distribution, and spousal and child support issues.Jillian E. Gross, a founder and partner of the firm, has been practicing matrimonial law exclusively since October 2006.Jillian has considerable experience advising clients in all aspects of matrimonial and family law, including equitable distribution of assets, spousal and child support issues, custody and access, and pre- and post-nuptial agreements. Jillian represents clients with a broad range of backgrounds and varying net worths. She understands that there is no one-size-fits-all approach for the many issues that bring people to her office.Jillian appreciates that being a matrimonial lawyer is about much more than practicing law. Jillian makes a point to understand all aspects of her clients’ lives—from business and financial issues to parenting and family-related matters—in order to tailor her approach to achieve the best result in each case. That result might be achieved through litigation or settlement, or a combination of the two. For Jillian, no two clients are alike; nor is her approach for them.Jillian relates to her clients on a personal and professional level. She is attentive, responsive, and treats each client with respect and care. Jillian’s clients often reach out to her years after the conclusion of the case to thank her for supporting them through some of their most difficult times, and getting them to a new phase in their lives.Jillian has been named a “Rising Star” in family law by New York Super Lawyers, and also has been recognized by Top Attorneys, Attorneys of Distinction, Top Lawyers and Lawyer of the Year. Most recently, Jillian was ranked by Chambers and Partners.Jillian has lectured at various professional seminars, including to the New York State Bar Association, on the topic of Equitable Distribution and Maintenance. Jillian is in her second term as Treasurer of the Family Law Section of the New York City Bar Association.Jillian received her B.A. from Brandeis University, where she graduated cum laude. In 2003, she graduated from Brooklyn Law School, where she received the prestigious Academic Achievement Scholar award.

One of the toughest decisions a business owner or leader has to make is which benefits to provide his team and how much the company should contribute to the benefit cost. On today's Inside BS Show, Dave Lorenzo interviews Andrew Godfried, an employee benefits expert. They discuss all the tough decisions business leaders make related to benefits.If you want to make sure your benefits package is competitive, join us for this show. 00:00 How Employee Benefits Can Be a Competitive Advantage01:05 Why are Employee Benefits So Important?02:35 What is "The Basics" in Employee Benefits?08:41 How Andrew Uses Data to Get the Best Rates for His Clients13:20 When Should We Start Looking for Employee Benefits?14:47 What is Open enrollment?15:50 How Did Andrew Get Started in this Industry?18:19 Why Should You Work with an Insurance Broker?19:59 How Does Andrew Match Up Benefit Providers with Companies?22:11 What Kind of Industry Analysis does Andrew Provide to His Clients?23:12 Does Andrew Advise His Clients on the Employer Contribution to Benefit Costs?Andrew GodfriedVP of Business DevelopmentRisk Strategies(978) [email protected] Andrew Godfried:Employee Benefit insurance sales executive with a passion for providing guidance to businesses to gain control over their costs, with increased employee engagement, understanding and appreciation.

How to Become a Great Mediator and Negotiate with AnyoneOn today's Inside BS Show, Dave Lorenzo interviews Amy Mariani. Amy is a mediator in the Commonwealth of Massachusetts. She handles complex commercial cases and contract disputes. Amy shares her journey in becoming a mediator. She also shares her secrets to success in this role and she offers a guide to selecting a great mediator. If you negotiate or if you are involved in litigation, this is one of the most valuable Inside BS Shows for you. Chapters:00:00 How to Become a Great Mediator and Negotiate with Anyone01:04 How Amy Become a Mediator02:36 What was Amy’s First Mediation Case?04:09 How to Settle a Case as a first-time Mediator05:47 What are the Most Important Factors in a Successful Mediation?08:08 How Does Mediating Differ When You Have Friends on Both Sides?09:24 Do The Parties in a Mediation have an Obligation of Candor?11:12 What is a Mediation Agreement? 12:41 What is the Process of Discovery in Litigation? 15:36 The Difference between Mediation and Arbitration 16:18 A Description of the Process of Mediating 23:22 Amy’s advice to a Business Owner who has Dispute24:47 Is Business Development Easier as a Mediator than it is as a Lawyer?27:01 How Does a Mediator Get Court Appointed Work?30:22 Can a Mediator Speak Directly to the Parties Involved in a Case?31:28 What Should Lawyers look for In a Good Mediator?34:25 Amy Shares Her Best Negotiating Tip36:00 What is the Most Common Negotiating Mistake Business Leaders Make?Amy MarianiMediator & FounderMariani Mediation Services, LLC(617) 279-0540amariani@marianimediation.comwww.marianimediation.comAbout Amy Mariani:Amy Cashore Mariani has been assisting individuals and companies in resolving conflict for over twenty years, first during her career as a trial attorney, and then as a trained mediator, arbitrator, conciliator, facilitator, and adjunct law school faculty member. Through dialogue and separate reflection, she assists parties in prioritizing interests and assessing potential resolutions. She tailors her approach to each case based on the parties’ unique needs and circumstances.

Intellectual property can add value to your business if you protect it and you enforce the protection you have. On this episode of the Inside BS Show, Dave Lorenzo interviews Dan Shulman, an Intellectual Property attorney.Dan shares the strategy and the tactics for protecting some of the most valuable assets in your business. You don't want to miss this Inside BS Show. Chapters:00:00 Solving the Puzzle of Intellectual Property for Business Leaders01:37 How Dan started practicing Intellectual Property Law?04:11 A day in a life of Dan Shulman 06:48 An overview of Copyright and Trademark law10:31 How do you protect a Trade Secret?13:12 How can your Brand be Protected?16:01 How does Apple Trademark their Name when apples Literally Grow on Trees?17:35 How Do you file for Copyright Protection?21:22 What Happens if Someone Infringes on Your Rights? 29:36 Can You Get An Injunction in a Trademark Infringement Case?30:40 Who is the Perfect Client for Dan Shulman? 32:28 How can an Author Protect their Rights?36:46 What is the Best Referral for Dan Shulman?44:24 Dan’s Talent Revealed: A Puzzle Solved Dan ShulmanIntellectual Property AttorneyShareholder – Vedder Price P.C.(312) [email protected] Dan ShulmanDaniel (Dan) Shulman is a Shareholder in the Intellectual Property group at Vedder Price P.C. in Chicago. Dan is a former Chief IP Counsel who turns innovation into value with business-savvy techniques to win in the market before a costly win in the courtroom. Dan is an experienced litigator and appellate lawyer—but only as a last resort. Dan brings a unique perspective and client-focused approach honed by over a decade in-house as Chief IP Counsel for a multibillion-dollar conglomerate holding thousands of worldwide patents and trademarks. In addition to his substantive expertise in managing all aspects of intellectual property for consumer products companies having over $12 billion in annual revenue, Dan also developed a keen appreciation for what a client expects, and should demand, from outside counsel. Dan’s approach to his clients follows the Golden Rule—he treats his clients the way he expected to be treated by his own outside counsel. Dan is an experienced litigator, having taken patent, trademark and copyright cases through jury verdict and argued multiple appeals at the U.S. Court of Appeals for the Federal Circuit. Dan was named one of the Top Forty Lawyers Under 40 in Illinois in 2013 by the Law Bulletin, and Managing IP Top In House IP Star every year from 2015 through 2018.

The RIGHT Way to Set Up a BusinessThis Inside BS Show is essential for anyone starting a business. It is also critical for anyone who wants to raise money. Today Dave Lorenzo interviews Leslee Cohen, a self-proclaimed start-up lawyer. Leslee is an amazing resource and this show is a master class in business entity formation. Watch it right now. Chapters00:00 Introduction: The RIGHT Way to Set Up a Business02:02 Why Should A Business that is Just Starting Hire a Lawyer?04:04 Will Moving your Firm to a Different City affect your Tax Situation?05:10 A Day In The Life of Leslie Cohen10:36 Let's Say You Start a Business in Your House and Get a Deal on Shark Tank - Now What?13:33 What is The Difference Between Debt And Equity? 18:12 Should You Hold Assets in Separate Businesses?20:52 How Should a Business Be Organized if You Operate in Different Jurisdictions?25:39 How did Leslee Become a Detail-Oriented Person?28:12 Where did the name All Rise Legal Counsel come from? 30:36 What are the Strategic and Business Considerations for using SPAC?36:12 How Leslee prepares Grants and Loans for her Clients37:43 A Great Success Story for a Business Start -up40:08 A Step-By-Step Guide to Starting a Business42:12 How to pay Lawyers if You’re a Starting BusinessLeslee CohenStart-up Lawyer(312) 445-9620https://www.allriselawyers.com/About Leslee CohenLeslee Cohen concentrates her transactional practice in securities law, corporate finance and general corporate law. She counsels a variety of entities, from small entrepreneurs and start-up companies to large established businesses, across many industries from real estate to technology in connection with private placements of both equity and debt securities, including venture capital, private equity and “friends and family” investments. She also handles general corporate matters including commercial contract drafting and review, stockholder and limited liability company agreements and structuring, business restructurings, employment and consulting agreements, and equity incentive plans and agreements, on behalf of a diverse group of clients. Leslee also structures, negotiates and documents significant business transactions, including mergers and acquisitions, tender offers, joint ventures and other business combinations and financial transactions. Leslee received her BA from University of Michigan (GO BLUE) and her JD from New York University School of Law

How to Make Employee Wellbeing a Competitive Advantage for Your FirmWe live and work in stressful times. On today's Inside BS Show, Dave Lorenzo interviews Jonathan Eisler, the VP of Business Development for an Organizational Effectiveness company called Perspectives. Jonathan and Dave discuss the importance of providing a safe space for employees to share their mental health challenges and how do so can make your firm an employer of preference. Chapters:00:00How to Make Employee Wellbeing a Competitive Advantage for Your Firm01:39 What does Jonathan love About his Job?05:00 The Importance of Organizational Consulting During the Pandemic09:56 What are the advantages of using an Employee Assistance Program?12:28 How to educate and empower people to provide consulting services before a tragedy occurs.16:56 What method does Jonathan use to help CEOs understand their employees' needs?20:32 What did Jonathan do to help his clients deal with the pandemic?27:07 When is the best time for a business to engage Jonathan?31:20 Recognizing the importance of employee assistance programs andcreating a more positive workplace culture.33:24 What Makes Jonathan Happy?Jonathan EislerVice PresidentBusiness Development (312) [email protected]://www.perspectivesltd.com/About Jonathan Eisler:Jonathan helps organizations articulate their goals then build, grow, and retain winning teams that achieve results that matter. At Perspectives, he oversees efforts focused on helping more and more companies support their employee’s mental, emotional, and overall wellbeing. Jonathan works with their bench of consultants as they develop leaders’ skills so they can cultivate engaged, well-rounded employees looking to grow along with the company.Jonathan has been a business leader since 2003 and began working as a consultant in 2006, with experience in clinical psychology, interpersonal coaching, human resources, organizational development, survey design and analysis, leadership training, program design, and team development.He's a certified professional behavioral analyst (CPBA) with a master’s degree in industrial and organizational psychology from the Chicago School of Professional Psychology; master’s degree of business administration (MBA) from the Morris Graduate School of Management; and a bachelor’s degree in psychology from Flagler College.His love for giving back has motivated him to get involved with the Chicagoland Chamber of Commerce, the Association of Consultants to Nonprofits and the Chicago chapter of the Society for Human Resource Management. As part of his passion for helping today’s youth succeed in school and beyond, he actively volunteers his time to iMentor Chicago and LINK Unlimited.The energy he brings to supporting the teams and organizations he works with is based on the same philosophy he follows outside of the office: Live life to the fullest without entertaining ideas like “someday,” “later” or “should.”I live in Chicago with my amazing wife and our two Jack Russell Terriers, travel frequently, thrive on new experiences, play a 3-string cigar box guitar and love extreme sports.

To Get to The Next Level, You Need a CoachOn this episode of The Inside BS Show, Dave Lorenzo interviews Sharon Richter. Sharon is a former corporate executive who coaches business owners and leaders. If you want to take your business to the next level, this show is the place to start, Chapters:00:00 Introduction: To Get to The Next Level, You Need a Coach01:34 What Led Sharon to Become a Coach?03:54 The Power of Giving Advice.07:42 What is the Difference Between Coaching and Consulting?11:04 How to Determine if Somebody is a Good Candidate for Coaching14:52 Intro to the Six-Week Client Education Process.16:15 The Importance of Having Your Own Client Selection Process17:58 What is Sharon's Advice to a New Coach?24:29 Who is Sharon Richter's Ideal Client?28:33 Sharon’s Competitive Advantage31:14 Sharon’s Fun Story about Becoming a Soccer RefereeSharon RichterBusiness & Executive CoachFocalpoint Coaching(212) [email protected] Sharon Richter:Sharon Richter is a business performance coach and executive coach who has combines her 30+ years of experience in corporate and non-profit management to effectively help her clients make positive change to improve and accelerate workplace performance. Sharon works with business owners and decision makers to conquer organizational challenges creatively, implement steps to develop business strategies, and execute plans for accomplishing goals and achieving financial targets. She specializes in helping businesses achieve their goals with a real-life-in-the-trenches experienced coach through one-on-one coaching, group coaching, workshops, and assessments. Sharon is a frequent speaker and podcast guest in the NYC business community on topics relating to strategy and making career pivots. She was recently named a Verizon Comeback Coach, helping small business owners during the COVID-19 pandemic, and featured in a 4-part webinar series. Sharon has her B.S. in Accounting from Lehigh University and M.S. in Taxation from Temple University. She is a Certified Public Accountant, and a Black Belt in Six Sigma, a set of techniques and tools for process improvement. She has been a volunteer in a variety of capacities at Lehigh, serving as a University Trustee and board level director for over 25 years providing advice on policy, implementing strategies, and achieving goals. She currently serves as the Secretary and as a member of the Executive Committee of the NYC Chapter of the National Association of Women Business Owners (NAWBO). She is also the Group Leader for NYC4 of ProVisors, a national community of senior level professionals that are trusted advisors to their clients.

How to Become a Trusted Advisor to CEOsMark Taylor leads peer advisory groups in New York City. He trains Vistage chairs (group leaders) and he is the top facilitator of group coaching in the entire Vistage organization world-wide. On this episode of The Inside BS Show, Dave Lorenzo grills Mark about his journey as a Trusted Advisor to CEOs.00:00 Introduction: How to Become a Trusted Advisor to CEOs02:19 Mark's Story07:00 How Did Mark Become a Coach to CEOs?10:00 What Was the Transition Like - Going From Participant to Facilitator?11:55 How Does Mark Keep a Discussion on Track in a Vistage Meeting?14:40 Why is a Peer Group More Valuable Than Having a One-on-one Coach?21:15 How Does Mark Select People to Be a Member of a Vistage Group?25:00 Mark Describes the First Year He Was a Vistage Chair. It Wasn't Fun.33:00 How Much Time Does Mark Spend on Business Development?38:30 Mark's Definition of Sales as Influence39:44 How Mark Uses Speaking a Business Development Tool42:50 How Should We Select a Coach? What Questions Should We Ask?45:30 How Does Mark Hold His Clients Accountable?Mark TaylorMaster Chair, Business Coach, Professional SpeakerVistage NYC(646) 427-3849About Mark Taylor:Mark Taylor is a retired CEO that founded several companies: one became the 58th fastest growing company in the State (which he sold in 2005) and a high-tech internet startup that raised $20 million & went public in 2007.As a Master Chair for Vistage, the world’s largest executive coaching organization, Mark facilitates eight groups made up of 100+ CEOs and business leaders from diverse industries in NYC. He was recognized as one of the top twenty performing chairs in the country (with the STAR Award) for the past seven years. In 2016, he was honored with the Vistage Hyndman Award “Given to the Vistage Chair who has gone above and beyond the call of duty in service of Vistage and given unselfish and immeasurable service.”He is a Certified Positive Intelligence Coach, a Certified Working Genius Facilitator, Tribal Leadership Trainer, holds a Bachelor’s in Science degree, an MBA, a Masters in Leadership, and five coaching certifications.Mark is the author of the Leadership Field Manual: Exercises & Tools for Executing Culture Change. His TEDx talk was highlighted by Forbes. “After 19 profitable years as a CEO, 12 years as a Fortune 500 corporate executive, successfully raising money for an internet start-up, plus the requisite failed startup that rounds out my experience, you could say that business is my life. I have dedicated the last 40 years to studying leadership and the last twelve working with NYC CEOs committed to becoming better leaders. Through thousands of hours of face-to-face meetings with CEOs, I am convinced that it can be different. My mission is to positively impact the world through leadership development so all people can flourish.”

What Does It Take to be an Entrepreneurial Lawyer?If you want to make a great living and live a great life as a lawyer, this is the show for you. Matt Formeller is a lawyer and an entrepreneur and he is leading his business into the world beyond COVID. Matt has a true entrepreneurial spirit and all sole practitioners and small law firms can learn from him.Join us as we discuss what it takes to be an entrepreneur and also a lawyer. This is a special Inside BS Show. Chapters:00:00 Introduction to What Does it Take to be an Entrepreneur and a Lawyer?01:01 What is Matt's formula and Why he is in his own Firm?08:12 What Is the Dynamic of working with Family?13:06 Is it Important to have a Solid Partnership Agreement? 15:23 Why Buy Sell Agreement is important in any Business Relationship? 20:10 How will Business Development help you if you work on your own?31:27 What is Matt's Secret to Keeping in Touch with People and Staying on their Radar?37:02 Who is Matt’s Ideal Client and his Ideal Referral Sources?Matthew FormellerFounding PartnerFormiller Law(312) [email protected]://formellerlaw.com/About Matthew Foremeller:Since founding Formeller & Formeller LLP in 2011 with his Partner Christina, Matthew has focused his practice on providing guidance and representation to new and established businesses and business owners. He works closely with his clients as outside general counsel to assist them with their business legal needs. Matthew regularly advises and assists with the formation of new businesses and the structuring of ownership, the purchase and sale of businesses, the drafting and negotiation of commercial contracts, and the protection of assets. Additionally, Matthew routinely represents his clients in formal and administrative legal proceedings.

How to Do Business with a BankerBankers can be and should be your best referral source. Unfortunately, you don't know how to develop a relationship with them. All of that can and will change if you listen to today's episode of the Inside BS Show.On this show, Dave Lorenzo has a conversation with Andrea Tadych, SVP of Commercial Banking at Evergreen Bank. Andrea shares with us the step-by-step guide to developing a relationship with a banker. Chapters:00:00 - Introduction to How to Develop a Relationship with a Banker01:14 - How Did Andrea Became A Banker?02:05 - What Is the Difference between Commercial Banking and a Private Banking?04:23 - What Does It Take To Get A Banker's Attention? 07:39 - How to Get a Line of Credit09:45 - How to Get Better Treatment when Applying for a Loan11:12 - Who Is A Bank's Most Valuable Customer?16:37 - What Is The Best Way To Refer A Banker?18:28 - Is There An Industry That Is Easier For A Banker To Work With?20:18 - Is It Easier to Get a Collateralized Loan Approved?22:19 - What Happens if you are Late on a Loan Payment?24:29 - What Is The Best Way For A Business To Deepen The Relationship With A Bank?25:26 - What Andrea Wishes People Knew About Banking26:40 - What are the Differences Between a Regional Bank, a Community Bank, and a Big National Or Multinational Bank?29:19 - Why Do Multinational Banks Suck?Andrea TadychSVP, Commercial BankingEvergreen Bank [email protected](312) 620-3613About Andrea TadychI form partnerships with businesses to help them get the most out of their banking relationship to benefit their goals, needs and overall efficiency. I ensure my customers are using the right products and services to make them succeed in the daily and long-term. From lending to technology, I work with my business customers through every aspect of their financial needs.

Inside the World of Private EquityWouldn't it be great to look over the shoulder of an SEC enforcement official and see what he sees? Do you ever wonder what Private Equity funds do and how they do it? Have you thought about how the affluent invest their money?On today's Inside BS Show, Dave Lorenzo interviews Ron Geffner. He has lived and worked in this world for his entire career. Ron pulls back the curtain on all of this and takes us behind the scenes in the world of Private Equity. 👉SUBSCRIBE 👈https://www.youtube.com/channel/UC87y8KXfEUOojEWkMcHWYYw?sub_confirmation=1Inside the World of Private EquityWouldn't it be great to look over the shoulder of an SEC enforcement official and see what he sees? Do you ever wonder what Private Equity funds do and how they do it? Have you though about how the affluent invest their money?On today's Inside BS Show, Dave Lorenzo interviews Ron Geffner. He has lived and worked in this world for his entire career. Ron pulls back the curtain on all of this and takes us behind the scenes in the world of Private Equity. Chapters:00:00 Introduction to the World of Private Equity01:46 How did Ron end up at the SEC?03:37 How does the SEC Keep up with people who run afoul of the law?10:07 Intro to Cannabis Funds15:31 How does a Capital Raise Take Place?19:44 Is it Necessary to Register a Real Estate Investment Trust (REIT)?21:43 What is a Family Office? 26:52 What is the Difference Between Single-family offices and Multi-family Offices?34:16 Who Needs to Take the Series 7 Exam?37:29 Is Family Office Space a Good Place To Go To Raise Money?37:56 What is a SPAC?41:16 Who is the Ideal Person, Company or Firm For Us to Connect to Ron?Ron GeffnerEx-SEC Enforcement LawyerSadis(212) [email protected] Ron Geffner:Ron S. Geffner is a founding member of the firm’s Executive Committee and also oversees the Financial Services group. He regularly structures, organizes, and counsels private investment vehicles, investment advisory organizations, broker-dealers, commodity pool operators and other investment fiduciaries. Ron also routinely counsels clients in connection with regulatory investigations and actions. His broad background with federal and state securities laws, and the rules, regulations and customary practices of the SEC, Financial Industry Regulatory Authority, Commodities Futures Trading Commission and various other regulatory bodies, enables him to provide strategic guidance to a diverse clientele. He provides legal services to hundreds of hedge funds, private equity funds and venture capital funds organized in the United States and offshore.Ron began his legal career with the SEC, where he investigated and prosecuted violations of the federal securities laws with an emphasis on enforcement in connection with violations of the Investment Advisers Act of 1940 and the Investment Company Act of 1940. He also assisted federal and state criminal agencies, such as the Federal Bureau of Investigation, the U.S. Attorney’s Office and the Attorney General’s Office, in their investigations of possible criminal violations of federal and state securities laws.Ron is often interviewed as a legal expert in the securities industry. He has appeared on Fox News, CBS Morning Show, CBS Evening News with Dan Rather, Squawk Box, Power Lunch and Closing Bell on CNBC, British Broadcasting Channel and Bloomberg Radio. He is regularly quoted in The New York Times, The Wall Street Journal, Bloomberg News, Barron’s, Barron’s Online, Reuters, Dow Jones, Financial Times, New York Newsday, London Daily News, TheStreet.com, Private Equity Week and other national and international publications.

Creditors Rights: What Do You Do If Someone Owes You Money?What do you do when someone owes your business a lot of money? Our guest on this episode of the Inside BS Show is Harold Israel, a Bankruptcy and Creditors' Rights attorney from Chicago. On today's show Dave Lorenzo interviews Harold about the options creditors have when people owe them money. Join us for this terrific episode of the Inside BS Show.Chapters:00:00 Introduction to What Do You Do If Someone Owes You Money01:01 Dave and Harold's Background Delivering Newspapers02:31 Always Answer the Phone When Creditors Call03:54 Why do creditors want to avoid litigation?07:35 Addressing the stigma of bankruptcy. Why does it exist?09:31 What are the differences between Chapter 7, Chapter 11, and Chapter 13?13:18 What is judgement-proof? Does that exist?14:22 How do bankruptcy attorneys negotiate with creditors?17:40 A Bankruptcy Case Study21:17 What is the worst thing people do when they fall behind on their bills?28:47 How did Harold grow his business?30:43 What led Harold to this particular practice?31:38 What is the role of a trustee? What to do and how to interact with a bankruptcy trustee? 33:20 Can people close their business and tell creditors that they don't have assets?35:29 What is Harold's competitive advantage?Harold IsraelPartnerLevenfeld Pearlstein, LLC(312 ) [email protected]://www.lplegal.com/our-talent/ha...About Harold IsraelHarold D. Israel is a partner in the Financial Services & Restructuring Practice Group. He assists clients in achieving outstanding results in a practical, responsive and cost-effective manner. Harold represents debtors, asset purchasers, secured lenders, creditors and official creditor committees in workouts (in- and out-of-court) and reorganizations throughout the country. Harold brings compassion and understanding to what usually is a very stressful period for all involved.Additionally, he represents lenders and equity sponsors in asset-based lending, foreclosure, and debtor-in-possession financing transactions. Harold also assists not-for-profit organizations in drafting corporate governance documents. Now with 25 years of experience, Harold first started his legal career as a law clerk to the Honorable John D. Schwartz, Chief Judge, United States Bankruptcy Court for the Northern District of Illinois. He is a Certified Public Accountant.

How the Pros Negotiate a Commercial Lease in ChicagoToday Dave Lorenzo interviews Steven R. Goldstein, the President of ChicagoBroker.com. Steve helps businesses negotiate leases with commercial developers in Chicago. This show highlights 30 years of experience in commercial real estate. Steve gives us a window into commercial real estate transactions in one of the hottest real estate markets in the United States.Chapters:00:00 Introduction01:29 Can You Get a Good Deal Now on an Office Lease in Chicago?03:00 What is the Hottest Area in Chicago for Commercial Leases Now?03:55 Are People Returning to the Office?06:00 What Surprises Steve About the Real Estate Market Today?07:00 Who Is Looking For Office Space Now?08:00 Is there More Flexibility in this Market?08:55 Is it Still a Good Market to Buy?13:50 What Are Some of the Innovations Developers Are Doing to their Buildings to Attract Tenants?16:47 How Did Steve Become a Tenants' Representative?18:41 What Are the Benefits of Working with a Tenants'' Representative?20:15 What is the Inside BS to Working with Someone Who Has 30 Years in this Industry?22:09 How Does Steve Help After the Contract is Signed?25:20 How Does Steve Stay Top of Mind with People to get More Referrals?Steven R. GoldsteinPresidentChicagoBroker.com Commercial Tennant Representation(312) [email protected]://ChicagoBroker.comAbout Steven R. GoldsteinChicagoBroker.com, powered by Jameson Commercial, was founded by Steven R. Goldstein in 1991 with the goal of assisting business owners in negotiating the best lease and/or purchase options for commercial real estate in the Chicago metropolitan area.Utilizing proprietary methods and state-of-the-art data resources, we bring the market to you and then guide you through the transaction process, step by step, helping you to avoid the common pitfalls and focus on creating maximum negotiating leverage for our client’s side of the lease or purchase transaction.Our seasoned agents work closely with each client to fully understand their business needs, calculate future growth requirements, operational issues, location intelligence and personal tastes, and then translate those needs into the ideal business space solution. We provide each of our clients with the highest level of service and support, expert negotiating strategies, vast transaction experience and extensive market intelligence.Our work continues beyond lease signing as we continually review our client’s business needs, examining changes in both the clients business and the real estate marketplace to help them take advantage of any opportunities that may arise.

What is Elder Law?This episode of the Inside Bs Show features Stephanie Sexauer, a Trust and Estates Attorney. Stephanie helps us understand all of the aspects of estate planning. We begin our conversation with a complete description of elder law and we finish with some interesting things you will want to review if you have a family. Join us for a highly informative Inside BS Show. Chapters:00:00 Introduction01:05 Stephanie's Story: How She Became a Trust and Estates Lawyer03:00 What is Elder Law?06:10 What Documents Do We All Need?08:45 What is a Health Care Power of Attorney?10:35 What is a Trust?13:10 How a Trust Can Help with Privacy Concerns?19:58 Who Should Never Put an Asset In Their Name?22:30 The Role of Trusts and Estates in Asset Protection25:48 Why You Should Separate Assets from Your Main Business30:10 How Does Asset Protection Impact Partnerships?32:00 Why Every Business Needs Keyperson Insurance38:46 A Great Message From Stephanie Sexauer About Helping Our NeighborsStephanie SexauerAttorney and FounderSexauer Law(312) [email protected] Stephanie SexauerStephanie Sexauer has worked exclusively handling probate, estate, and adult guardianship matters since she first started practicing law. She began her studies at the University of Illinois, Urbana-Champaign where she earned a BFA before pursuing legal studies at the John Marshall Law School in Chicago.Stephanie has helped hundreds of Chicago families handle the murky waters of probate. She is frequently appointed by Cook County judges as a “Guardian ad Litem” to observe and make recommendations as to the best interests of senior citizens.When she’s not at work, Stephanie serves on the board of the Red Shoe Society, a group that works to financially benefit and bring awareness to the families living at the Ronald McDonald houses of Chicago.

How a Chicago Criminal Defense Attorney Protects the ConstitutionThe law only works for you if it works for everyone. On this episode of the Inside BS Show, Dave Lorenzo interviews Sami Azhari, a criminal defense attorney who handles white collar and federal cases. We all enjoy freedom under the law because of the service Sami provides. Tune in to today's show to discover to get an inside look at how the criminal defense process works, how Sami attracts clients, and many nuances that make his job different from what you see on television. Chapters00:00 Introduction01:40 How did Sami Azhari Become a Federal Criminal Defense Attorney?02:53 How did Sami Get Experience Trying Over 100 Cases?05:00 Sami Describes his Experience in Starting to Represent People Accused of Crime06:15 Who Ends Up in Sami's Office with a Criminal Matter?08:00 Why You Should Never Shop for a Bargain in Criminal Defense11:18 What is the Difference Between Being Charged in Federal Court and Being Charged in State Court?13:15 When is the Best Time to Call a Criminal Defense Attorney?14:45 Do I Talk to the FBI if They Say They Are Not Investigating Me?15:44 Why Should We Not Talk to Law Enforcement without an Attorney?17:00 Why Should You Tell Your Attorney The Whole Truth?18:25 Does the Government Plant or Manufacture Evidence Frequently?19:45 How Thorough is a Federal Prosecutor Before Charging a Case?24:20 What is Sami's Approach to Business Development?26:30 How Does Sami Leverage his Membership in ProVisors Networking Groups?31:55 Why Does Sami Connect with other Criminal Defense Attorneys?33:30 How Being Nice is a Competitive Advantage35:50 The Question Dave Hates to Ask36:50 How Much Flexibility Does a Judge Have at Sentencing?40:10 How Hard is it to Convince a Client to Show Contrition? 41:40 How Hard is it When You Know the Client is NOT Guilty?Sami AzhariFederal Criminal Defense Attorney(312) [email protected]://www.federalcriminallawyer.us/About Sami AzhariSami is an attorney and principal of Azhari LLC, with over 14 years of experience as a trial lawyer. He has tried over 100 jury and bench trials. His practice focuses on federal and white collar criminal defense, where he has defended attorneys, traders, and corporate executives on a litany of federal crimes including wire fraud, bank fraud, racketeering (RICO), and conspiracy charges. His clients also include physicians, business owners, professional athletes, and board members.He handles all aspects of federal criminal prosecutions, representing witnesses, targets, and defendants from the investigative phase through trial, and if necessary, sentencing and appeals. He has dealt with every investigative agency including FBI, ATF, DEA, IRS, Department of Homeland Security and the United States Secret Service.He has been consistently recognized in numerous publications, such as Super Lawyers Magazine as being one of the most highly skilled and highly regarded criminal lawyers. He achieved the Illinois Rising Star award for 8 consecutive years, an honor given to the top 2.5% of attorneys in the state.He also handles criminal fraud charges that revolve around the Paycheck Protection Program that was rolled out after the passage of the Coronavirus Aid, Relief, and Economic Security (CARES) Act. He recently received a federal jury acquittal on behalf of his client, a foreign national from Mauritania that was facing federal criminal charges in the Northern District of Illinois. The case went to a jury trial where he was found not guilty of all charges.He has been published numerous times in publications on issues of white collar criminal defense, jury deliberations, and other matters. Recently, The Champion, the nationwide journal for the National Association of Criminal Defense Lawyers published his article, Guilty Until Proven Guilty: The Prosecution of Public Corruption and White Collar Crime.

How to Become a Great Divorce LawyerThere are many choices available if you are looking for a family law attorney. If you don't know what to look for in a divorce lawyer, this is the show for you. On this episode of The Inside BS Show, Dave Lorenzo speaks with one of Chicago's top divorce lawyers as she reveals her secrets to success. Join us as Dave Lorenzo interviews Chicago Family Law Attorney Katy Mickelson.Chapter00:00 Intro How to Become a Great Divorce Lawyer 02:00 Are Second Career Lawyers More Passionate About the Practice of Law?05:00 Why did Katy Choose Family Law? 09:30 How Do Divorce Lawyers Handle the Emotional, Psychological and Financial Aspects of Family Law?13:30 Katy Takes Us inside the Room When the First Settlement Conference Happens in a Matrimonial Case18:30 How Does a Family Law Attorney Tell When a Client Doesn't Tell Them The Truth?26:20 How Does an Attorney Have a Discussion with a Client about On-going Bad Behavior?29:50 What is the Moment When a Client Realizes They Have to Settle?33:50 How to Talk a Client Out of Fighting Over Stupid Stuff39:00 Two Perspectives on a Divorce Settlement41:30 What Should a Client Look for When Hiring a Family Law Attorney?44:00 The Emotional Connection that Makes Katy Different from Other Family Law AttorneysKaty MickelsonFamily Law AttorneyPartner – Beerman LLP(312) [email protected]://www.beermannlaw.com/team/kath...About Katy MickelsonKnown for her thoughtful and straightforward approach to family law, Ms. Mickelson has distinguished herself among her peers by identifying her individual client’s goals and then drawing on her extensive courtroom and mediation experience to bring strategic and empowering representation to each case. By looking at family law issues pragmatically, Ms. Mickelson can craft strategies that will result in resolution that is efficient, expeditious and drama-free. Ms. Mickelson understands and appreciates that no client is the same and that long after family law matters are resolved, the individual and their family remain. It is this understanding that has driven Ms. Mickelson to ensure that her clients are treated with respect, their needs are met and they emerge from family law conflict feeling empowered and whole.Ms. Mickelson is an active member of the Women’s Bar Association of Illinois and for eight years, she served as co-chair of the organization’s widely praised Domestic Relations Roundtable, an annual gathering of family law practitioners and more than 20 family law jurists from Cook, Lake and DuPage Counties. Ms. Mickelson was former President of the Associate Board of CARPLS Legal Aid, a Chicago-based legal assistance foundation, and she currently dedicates a significant amount of her time to Make-A-Wish Illinois as the Philanthropy Chair of the organization’s fundraising arm, the Women’s Network. Ms. Mickelson is also is member of the American Writers Museum’s Chicago Council, a group of dedicated professionals who plan and host fundraising events and raise awareness for the Museum. Considered a “trusted resource” among her peers across all industries, Ms. Mickelson leads a monthly group dedicated to business development for senior level advisors for the California-based organization, ProVisors, and she was named the Group Leader of the Year in 2019. In addition to her professional and civic affiliations, Ms. Mickelson is dedicated to educating others on family related matters, having participated as a panel speaker for the Illinois Institute of Continuing Legal Education and authored articles for various non-legal and legal entities, including the American Bar Association.

How to Thrive in Complex Commercial LitigationIf you are a lawyer, you'll love this show. If you are a litigator, you should watch Dave Lorenzo's interview with Gerald Meyer. Gerald is an accomplished litigator who has prepared and tried cases at every level - including the United States Supreme Court. During this Inside BS Show, Gerald shares how these cases are prepared, how he sources them and what is the most harrowing aspect of "Bet The Company" litigation. Chapters:00:00 Introduction to Bet the Company Litigation01:20 What is Complex Commercial Litigation?03:40 How did Gerald Meyer Get into Complex Commercial Litigation?06:35 How Does Starting as a Transactional Lawyer Make You a Better Litigator?09:30 How White Collar Criminal Defense Helps Make a Lawyer Better at Civil Litigation13:00 What is a Paper Case?15:00 Is there an Emotional Difference for an Attorney When Representing an Individual vs. a Company?16:30 Gerald Shares Some Tough Conversations He's Had With Clients20:00 When You Have a Tough Case, When Do You Advise the Client to Settle?27:30 What Are Differences Between State and Federal Court Proceedings? 33:15 How Do You Write a Brief for the United States Supreme Court?35:00 What is the Internal Process for Reviewing a Case That Will Go Before the Supreme Court?37:30 Interesting Tip: Review with People Who Clerked for the Judges38:30 How to Attract Complex Commercial Litigation Cases40:30 What is Gerald Meyers Most Proud of in His Career?42:00 What is Gerald Most Excited About in the Practice of Law? Gerald Meyer(312) [email protected]://www.mololamken.com/profession...About Gerald MeyerGerald Meyer’s practice focuses on complex business litigation, white collar criminal matters and investigations, and appellate litigation. He has represented businesses, senior corporate officials, and individuals in a broad array of subject matters, including securities litigation, class actions, antitrust law, and constitutional law. He has tried cases to verdict and drafted and argued dispositive, discovery, and evidentiary motions in trial courts across the country. He has argued appeals before the Seventh Circuit, and has briefed appeals in the Supreme Court of the United States and numerous courts of appeals. Before joining MoloLamken, Mr. Meyer was an associate with Skadden, Arps, Slate, Meagher & Flom LLP in Chicago. He has represented companies and individuals in a wide range of tax planning matters, including mergers and acquisitions, restructurings, securities offerings, and issues involving tax-exempt organizations.Mr. Meyer also served as a law clerk to Judge Robert R. Beezer of the United States Court of Appeals for the Ninth Circuit and to Judge G. Steven Agee of the United States Court of Appeals for the Fourth Circuit.

How to Sell Your Business This may be the most important Inside BS Show ever. Today Dave Lorenzo interviews Brad Mart, the founder of Mart Partners. Brad sells businesses for a living. Why is this show so important for you? You need an exit strategy for your business. If you're not going to pass your business on to your children, you need to find a way to develop a market for it. How do you do that? Well, that's only part of our conversation on today's show.Join Dave Lorenzo and Brad Mart as they talk about what you need to do to get maximum value when you are ready to sell your business. Chapters:00:00 Introduction: How to Sell Your Business02:00 What is the Market Today for Selling a Business?03:00 How Did Brad Get Started in M&A and Business Sales?04:19 How to Sell a Business to Warren Buffett05:20 When Should People Think About Selling Their Business?07:30 What Does Brad Look at When Helping Sell a Business?09:15 Should Business Owners Buy Tangible Assets to Increase the Value of Their Business?15:40 What Are the Three Biggest Mistakes Business Owners Make When Selling their Business?19:50 What is the Best Business to Start Today?23:15 What is the Value of Your Personal Network in Preparing to Sell Your Business?26:30 What Expectations Should a Business Owner Have for the Sale of their Business?29:15 What Role Does a Succession Plan Play in the Sale of a Business?Brad MartFounder – Mart Partners(317) [email protected]://www.martpartners.com/Brad Mart is President of Mart Partners, an M&A advisory firm. Over his 25-year career, Brad has created and led business growth as the founder of a start-up company, general manager of a new division within a $1 billion company and consultant to CEOs of middle-market and Fortune 500 companies. He has successfully executed M&A transactions from $5 million to $800 million in value across multiple industries. Mart Partners works closely with business owners to create and execute sophisticated and tailored approaches to strategic acquisitions and company sales. Mart Partners focuses on businesses with annual revenues from $5 million to $100 million. Brad received an MBA from Northwestern University’s Kellogg Graduate School of Management and a B.S. in finance from Indiana University’s Kelley School of Business.

The Inside BS on Patents and Intellectual Property LawDave Lorenzo interviews Intellectual Property Attorney Edward Weisz. During this episode of The Inside BS Show we discuss the value of intellectual property to a business as well as many other aspects of intellectual property law. Chapters00:00 Intro to the Inside BS on Patents and Intellectual Property Law00:55 Why was Edward's Law School Graduation Memorable?04:00 Why did Edward Pick Intellectual Property Law?07:20 What are the Different Types of Patents?10:00 How Do You Decide If You Should Patent Something or Just Keep It as a Trade Secret?16:40 What are the Other Types of Intellectual Property?22:30 How Does Intellectual Property Add Value to a Business?26:50 Why is a Legal Opinion So Valuable in Intellectual Property Law?29:50 What Bothers Edward About the Practice of Law?32:00 What is a Patent Troll?Edward WeiszIntellectual Property Attorney(212) [email protected] Edward WeiszEdward practices in all areas of intellectual property law, most recently focusing his work on U.S. patent and trademark prosecution, counseling, and licensing.Edward prosecutes patent applications and renders legal opinions and advises clients on infringement, freedom to operate, and validity issues in the electrical, mechanical, consumer products, product packaging, and business method arts concerning the following technologies: medical devices, communications systems, home furnishings, plumbing, table top goods, packaging, and telephony (optical and mobile communications) systems, analog and digital circuitry, microelectronics and semiconductor device design, optic and laser technologies (including amplification and optical routing), teleconferencing systems, RF amplification, spectroscopy, thermal dissipation devices, and manufacturing processes.A substantial portion of Edward’s practice is devoted to trademark and copyright matters. He represents and assists clients in all aspects of securing trademark and copyright protection, in litigation, and in the enforcement and licensing of trademarks and copyrights. He has represented clients in pretrial proceedings and in oral and written arguments before federal courts and before examiners and various tribunals of the U.S. Patent and Trademark Office and other U.S. government agencies.Edward earned his electrical engineering undergraduate degree from Rutgers University, College of Engineering in 1987 and his law degree from New York Law School in 1991.

How Do Wealthy People in Canada Reduce Tax Exposure?Today the Inside BS Show ventures north of the border to Canada. Dave Lorenzo interviews Kim G.C. Moody one of Canada’s foremost experts on tax. Kim is an outspoken advocate for good governance and a Canadian National Treasure. His wisdom and insight will help you if you are an affluent Canadian seeking to reduce your tax exposure or if you are someone looking to work with affluent families or privately held businesses. Chapters00:00 How Wealthy People Think About Taxes01:50 How Did Kim Unite Attorneys and Accountants Under One Roof?06:15 How Do Each of the Canadian Provinces Treat Taxation Differently?10:30 Do Affluent People in Canada Form Family Offices?13:45 What is the Tax Rate on Affluent Individuals in Canada?17:50 What Vehicles Do High Net Worth Canadians Use to Lower Their Exposure?21:00 How Do People Find Moodys Private Client and What are They Looking For?22:45 Kim is Transparent with his Politics on LinkedIn. Does that Work?26:20 Why Should You Be Open About Your Political Positions on LinkedIn?28:50 Why Do US Citizens Renounce Their Citizenship? Kim’s Firm Focuses On This35:00 What is the Double Taxation Exposure US Citizens Face in Canada?36:07 How Does Kim Get Business from Other Accountants?37:40 What is the Need for Trusts in Canada to Bypass the Probate Process?38:40 What is Kim’s Biggest Concern about the Canadian Economy in the Next 5 Years?Kim G. C. MoodyCEOMoodys Private Client, Moodys Tax(403) [email protected] Kim G.C. MoodyThe antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. His relentless obsession with getting to know everything in the Tax Act makes him a highly sought-out resource for peers and clients. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories.Kim’s primary area of expertise is tax and estate planning for owner-managers of private corporations and executives, particularly those who have entered into the tax complexities that come with being affluent. Though admittedly not one himself, Kim works with many professional athletes (a guy has got to dream after all). Kim also has expertise in trust and estate taxation and enjoys solving the complexities that arise in developing a well-thought-out estate and succession plan and dealing with testamentary taxation matters.Deciding years ago that sleep was highly overrated, Kim makes time to share his immense knowledge through writing, lecturing, teaching, and being an active, national leader in the tax profession. In 2016, he fulfilled his long-standing goal of receiving admission into law school and is currently exploring ways to fit this ambition into his busy schedule.Kim’s unique ability is being a loyal, transparent, and honest intellectual rebel who always does the right thing. His passion to lead, teach, never settle, and both seek and speak the truth aid in his contributions to the tax landscape. Kim desires to be an inspirational example for those around him to continuously grow.

How to Make HR a Competitive Advantage in Your BusinessDo you know what the most valuable asset is for your business? It's your employees. If you want to discover some ways to make your HR processes a competitive advantage, this is the show for you. Dave Lorenzo's guest today is Sam Tanios and he is the CEO of Human Elements Consulting. Sam walks us through the different aspects of taking care of your employees and making them your competitive advantage. Chapters00:00 Intro: How to Make HR a Competitive Advantage in Your Business01:20 Dave Tells an HR Story02:15 Sam's Story05:45 What Do People Try to Do Themselves That They Shouldn't?07:00 What is a PEO?08:00 Sam Discusses Fractional HR Services 13:00 How Did This Business Start?15:55 How Does Sam's Team Onboard Clients?17:00 Why HR Consulting is Critical23:50 How Your Employment Brand Impacts Your Ability to Attract Employees28:00 How to Track Training30:00 What has Changes with a Remote Work Force?33:20 The Next Big Thing Human Elements Can Help with35:30 What Size Business Does Human Elements Work With?Samuel TaniosCEOHuman Elements Consulting(773) [email protected]://humanelements.us/About Human Elements:With 70+ years of HR, HCM, and Human Capital experience, Human Elements cuts through the clutter of HR and HCM systems and answers questions such as:Which HR system is right for us?What considerations do we need to take?Who needs to be involved?How does the implementation work?What questions do we need to ask?

How a CFO Can Help Shape Business StrategyWould you like the business experience of an entrepreneur, corporate executive and CFO without having to take on a full-time salary? You must join us for today’s Inside BS Show. On this show, Dave Lorenzo speaks with Lawrence Chester, the Founder and Entrepreneur behind CFO Simplified, an outsourced Chief Financial Officer for your business.Dave and Larry talk about a host of issues, including how your financial information should inform your business decisions and how busy executives can balance business and life.Chapters:00:00 Introduction: How a CFO Can Help Shape Business Strategy 01:30 How Do Entrepreneurs Manage Business and Life?04:00 Larry and Dave Discuss the Consequences of Mistakes in Entrepreneurship05:20 Is Larry’s Financial Guidance Different Because He Has Corporate Experience?07:15 Does Personality Play a Role When Larry is Assigning a CFO to a Company?08:40 What Size Business Is Ready for a CFO?11:30 What are the Different Ways Larry’s Team Can Help a Business Owner?12:30 Who Needs a Full Time, In-House CFO?14:00 How to Work with Larry Chester to Get Your Business Ready for Financing16:30 Why You Need to Check with Larry Before You Add Staff or Office/Warehouse Space19:30 Does It Make Sense to Enter a New Line of Business? Larry Can Help Answer That.27:40 How Do I Make a Business Decision to Add Executive Staffing?30:40 How Business Insight is Competitive Advantage for CFO Simplified33:35 What Issues are Business Owners Struggling with Today?36:00 What Can Business Owners Do to Help with a Seasonal Cash Flow Crunch?Lawrence ChesterPresidentCFO Simplified(224) [email protected]://www.cfosimplified.com/About Larry ChesterLarry has served as a CFO for 25 years for companies including Colovos Company, Republic Windows and Doors, United Service Companies, and High Sierra Sport Company, helping them eliminate losses and improving financial operations and reporting.Realizing that he enjoyed the challenges of helping companies that were working their way through a crisis, he joined a bankruptcy trustee for several years, analyzing the financial condition of client companies, and managing them through those difficult times. Soon after that, he struck out on his own, forming CFO Simplified’s team of CFOs. Since forming CFO Simplified, Larry has been involved in Business Turnaround, and Mergers and Acquisitions, in addition to Financial and Operations Management for his clients.Larry is an intuitive businessman, able to grasp complex situations, driving to the heart of the matter, while helping to develop creative solutions to problems. His greatest pleasure comes from working with an owner to help his company develop tighter internal controls and greater profitability. In doing so, they work together, guiding the company to smoother operations and a stronger financial position.Larry lives in Highland Park, IL, where he holds court for his three daughters and eight grandchildren.

How to Make a Podcast Your Lead Generation MachineIf you have an interest in podcasting, this is the show for you. Today Dave Lorenzo speaks with Jeremy Weisz who is a podcasting expert. Jeremy shares his secrets and shortcuts and gives us an unbelievable amount of strategy for using podcasting as a lead generation machine. Chapters:00:00 introduction: How to Make a Podcast Your Lead Generation Machine01:42 How Jeremy Got Started Podcasting03:00 How Podcasting Created Almost Everything that Has Happened to Jeremy06:30 The Three Things You Need To Know About Podcasting08:00 How Do People Get Started with a Podcast?15:40 What is the Importance of Relationship Development Before During and After an Interview?18:00 How to Create a Great Experience and a Community for a Podcast Guest24:00 How Do You Take the Relationships Offline After the Podcast28:45 What Gifts Does Jeremy Send After They Appear on His Show31:30 How Jeremy Runs a Podcast for a Pest Control Service35:00 How Does Jeremy recommend You Use Your Content on Social Media?37:00 How Frequently Should People Do a Podcast?39:00 Why a Podcast is Great for NetworkingJeremy WeiszPodcasting Expert(312) [email protected]://rise25.com/About Jeremy Weisz:Dr. Jeremy Weisz, in addition to running Rise25, has been featuring top entrepreneurs with video interviews since 2010 that include founders/CEO’s of P90X, Atari, Einstein Bagels, Mattel, the Orlando Magic, Rx Bars and many more on Inspired Insider. He was senior producer for 6 years at one of the early top business podcasts helping to put systems in place and to run some of the behind the scenes operations.Even before the Rise25 podcast service that helps your company run and get ROI from a podcast he would say, “Every business should have a podcast because hands down it is the best thing I have done for my business and my life. I have made best friends, met my business partner, and had countless clients and referral partners come out of the relationships I have built with my podcast.”He continues to run his own chiropractic & massage facility in downtown Chicago and is founder of a nutritional supplement business.