ACG NJ Succession & Transition Advisory Event, Nov. 14, 2019

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ACG EVENT

Event Details

When:

November 14, 2019 8 AM - 10:30 AM EST

Where:
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Overview

Body


The Insider v. Outsider Dilemma: 
Whether and How to Bring Non-Family Members into a Family Business


Join ACG New Jersey on November 14 to hear from our panel who will discuss the following:

  • Transitioning internally from a "mom and pop" business to a professionalized, growth-oriented organization
  • Attracting outsiders to an insider organization
  • Structuring compensation to outsiders
  • Structuring governance to balance the influence of outsiders with the interests of insiders
  • Succession and/or exit planning when outsiders are in the picture

 

  


Registration Fees:
Members of ACG NJ              $65  (After Nov. 11 - $85)
Non-Members of ACG NJ      $85  (After Nov. 11  $105)

Cancellation Policy: Full refund less 3% processing fee if cancellation received by 5:00pm Monday, November 11, 2019.

 

Speakers

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Karen Artasanchez

Karen Artasanchez, CPA

WilkinGuttenplan
Shareholder

Karen A. Artasanchez, a Shareholder at WilkinGuttenplan has more than 30 years of public accounting experience. A partner in the tax department, she has extensive expertise in providing high-level tax consulting, strategic planning and compliance services to closely-held businesses and their owners. Her clients include emerging and established businesses in the manufacturing, life sciences and pharma, professional service, real estate, technology, and food service industries. She has represented her clients at both federal and state level tax examinations. Karen is part of the firm’s International Tax Group and has experience dealing with multi-national businesses in Asia, Latin America and Europe. She has helped her clients manage the complex tax compliance requirements that stem from having a foreign affiliate. Karen has also developed an expertise in the mergers and acquisition area. She has worked with clients on both the buy-side and sell-side and is often called upon to help structure transactions, analyze the tax implications of a transaction, as well as run due diligence processes.  

Matthew Kerzner

EisnerAmper
Director, Center for Family Business Excellence

Matthew Kerzner is a Director in the Center Family Business Excellence Group within the Private Business Services Practice. Matt has more than 25 years of experience in organizational development with a specialization in assisting family businesses and closely held businesses with addressing transition, financial stability and sustainability, and human performance management matters.

Matt works with clients developing a strategic plan that acknowledges the issues and dynamics of both the family and the business in order to develop succession plans that prepare the next generation leaders to succeed.  Click here to read more

Tedd Kochman, Esq.

Littler Mendelson
Shareholder, Labor and Employment Law

Tedd J. Kochman has spent his entire legal career as a management-side labor and employment law practitioner, representing both large and small companies in connection with a wide array of labor and employment matters. His practice encompasses all aspects of traditional labor law, day-to-day employment law and human resources counseling, handling workplace training activities and compliance, and involvement with employment discrimination litigation.  

 

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Marjorie Perry

Marjorie Perry

MZM Construction & Management Company, Inc.
President and CEO

Marjorie Perry, a lifelong resident of New Jersey, is the President and CEO of MZM Construction & Management Company, Inc.  As importantly, she is widely recognized as an innovator, public speaker, writer and role model for women and minorities in business.  Using her extraordinary path to success and 26 years of experience as fodder for inspiration, Perry finds her mission to be one who motivates nascent entrepreneurs to develop and pursue their dreams by sharing the lessons she has learned from her own success, which often meant taking life's lemons and making lemonade. Trained as an educator with a B.A. from Kean College, Perry’s path in teaching was diverted after she was caught in a series of layoffs in the Newark Public School system. In a fortuitous career move, she decided to try her luck in sales and marketing—which turned out to be an unexpected perfect fit. She went on to work for corporate giants 3M, Johnson & Johnson and United Airlines, ultimately cultivating a burgeoning vision for life as a passionate, self-made entrepreneur.  

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Jason Navarino

Jason Navarino, Esq. (moderator)

Riker Danzig Scherer Hyland & Perretti
Partner, Corporate and Tax Law

Jason Navarino is a partner in Riker Danzig’s Tax and Corporate Groups. He regularly advises a wide array of large and medium-sized companies, often closely held, in structuring and negotiating domestic and cross-border mergers and acquisitions and joint ventures, forming operating and investment partnerships and limited liability companies, and managing other related tax and corporate matters. He also counsels nonprofit and tax-exempt organizations with respect to governance and legal and tax compliance. Jason received his undergraduate degree, summa cum laude, from the Woodrow Wilson School of Public and International Affairs at Princeton University in 2004, and his law degree in 2007 from the Yale Law School, where he was Senior Editor of the Yale Law Journal and Director of the Community and Economic Development Clinic and its Small Business Legal Services program. He also holds an LL.M. degree in tax law from NYU. Prior to joining Riker, Jason clerked for the Honorable Barry T. Albin, Associate Justice of the Supreme Court of New Jersey, and was an associate at Debevoise & Plimpton LLP in New York.  He was named to NJBIZ’s Forty Under 40 list in 2016.  Jason is the Chair of the Taxation Law Section of the New Jersey State Bar Association and also serves as Chair of that Section’s International Tax Committee.   

Hosted by: ACG
Chapter
New Jersey
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