Managing Partner - Urgeo
Leadership, Operational Excellence, Relationship Building
Martin is an authentic and engaging leader, playfully referred to as the “King of Process” by his peers and clients. His career in the military and work in Japan has ingrained that operational excellence that comes from clarity producing processes-mapping and always striving for continuous improvement.
Martin has assisted clients from start-ups to Class One US Railways. He worked with both corporate and divisional leadership teams across the entire railway to build dynamic strategies. During his active participation he was able to reduce injury rate to less than 1%, enhance union relations, and improve productivity by 11.3%.
Martin excels at applying strategy to rapid growth. His role as the CSO of a plant-based CPG company revolved around the mission to drive clarity and increase revenue to take more market share. By focusing on maximizing the output of executive leaders and staying laser clear on vision, Martin surpassed his goals and hit $32 million in 24 months. The company quickly grew to be one of the largest plant-based food companies in California.
Martin is all about operational excellence. He is considered an expert at translating strategy into front line operations. With an entrepreneurial spirit and mindset, he has been helping leaders and the people within their organization make effective decisions and take efficient action in a variety of challenging environments worldwide.
Martin is most proud of his engagement with the French Government to lead the FRANZ (France, Australia, and New Zealand) International Humanitarian Aid Agreement exercise. His lessons in emergency preparedness to the international heads of departments were applied immediately as a tsunami hit the Samoan archipelago the same week as training. He received an official letter of recognition from the High Commissioner of France in New Caledonia.
Martin advocates the importance of establishing and following a sound, continuous improvement process. Martin states, “This provides the organization the ability to quickly adapt to changing needs and opportunities, while sustaining quality business operations and brand value.”
Martin loves the outdoors, coaching his kids in rugby and riding his motorcycles in the mountains of British Columbia.
Founder and CEO of Showcase Prep
E-commerce, Warehousing and Logistics, Outsourcing
Todd is the founder and CEO of Showcase Prep, a full-service 3rd party logistics fulfillment center (3PL), specializing in e-commerce fulfillment and storage. Todd has been selling on various e-commerce platforms since 1999 when he started buying and selling sports cards on eBay for extra cash while in high school and college.
Todd has over 10 years in retail management, hiring and training. Todd has worked for retailers such as Just for Feet, Gap, and American Eagle Outfitters, where he became one of the youngest District Managers in company history.
Todd started his current business with $700 in 2013 while exploring Amazon as a marketplace and has grown that into a multi-million dollar business. In 2021 Todd's team grew to over 50 people both internationally and domestically. Todd is passionate about helping others succeed in the areas of business and personal growth and has been coaching in the e-commerce industry for several years.
Todd and his wife Paige were married in 2002 and have one child and live in Southern Missouri. Todd enjoys traveling and running and currently is training for his first ultra marathon. Todd is a former board member for Fields of Dreams Uganda and has traveled to Uganda three times to help children in the areas of soccer and education.
The Purposeful Leadership Guy
Team Building, Leadership, Startup Growth
Cesar Quintero’s purpose is to empower leaders to build a business by design so that they live a life by design. His core values are to Share Vulnerably, Spark Action, Spot individuality, and Spread Passion.
At age 24, in 2004, Quintero moved to Miami given the economic turmoil in Venezuela to pursue his dream of starting a business and helping others achieve a healthier lifestyle by founding Fit2Go.(The first corporate healthy meal delivery service in Miami). In 2013, Quintero graduated from the MIT Entrepreneurship Masters Program and founded two new companies: RawBar2Go (the first licensed food boats in Florida) and The Profit Recipe, a coaching firm that focuses on empowering entrepreneurs through a journey of focus ON the business and not IN the business by implementing best practices and the Entrepreneurial Operating System (EOS).
Cesar has been an active Entrepreneurs’ Organization (EO) member for over 10 years and has held multiple volunteer leadership positions at the chapter, regional and global level for the organization.
His passion for teaching and business have also compelled him to get certified as a Trainer for Traction implementation, Why Discoveries, EO Accelerator Program and EO Forum.
Recruiter Talent Manager
Recruitment, Running remote teams, B2B sales and marketing
Kael Campbell is a father, husband, and entrepreneur that helps clients in the manufacturing and construction industries find the people needed to service customers and grow. He has over 20 years of experience starting companies and serving on corporate, charity, and non-profit boards.
Kael's expertise in recruitment, running remote teams, and B2B sales/marketing is something he shares through blogging and YouTube, however, is happy to share with startups, corporate clients, and seasoned entrepreneurs.
Health, family, and business are things Kael prioritizes in that order and as a result, will often be found outdoors sharing his passions for watersports, cycling and fishing with his family and friends.
Co-Founder of Intrizen
Strategic planning, team management, project management
Jonathan Haberkorn is a visionary enterprise solutions architect who guides clients through high-impact enterprise transformations. He has over a decade of experience creating fully integrated enterprise solutions and transforming enterprise vision into actionable full lifecycle implementations. His approach to is to create systems and process that reduce friction, increase connection, and breathe life into the people and culture of an organization.
Jonathan helps industry leaders become change-makers for the highest good and has been the beacon for many of his past clients: Johnson & Johnson, NBC Universal, New York Life, Met Life, Allstate, Coca-Cola, American among others. Jonathan leverages creativity, forward-thinking, and strategic problem solving, to create the most positive, impactful, memorable experiences as possible. He believes that we can positively influence the world through conscious design and facilitate happier human connections. This builds the legacy footprint of our work and leaves the lasting impact on the world.
Located in Naples Florida.
CEO, Heather's Mobile Pet Salon
Visionary, leadership, documenting processes
Heather is the CEO of Heather's Mobile Pet Salon. She began her journey of entrepreneurship at the age of 21 and grew her company from herself and 1 van to a fleet of 8 with 19 employees and still growing. Along her journey, she learned the importance of processes and communication when she was diagnosed with stage 4 breast cancer and forced to leave her company unexpectedly to fight the biggest battle of her life. Although retired from grooming, she continues to stay involved in the day to day activities and places a strong emphasis on company processes and a healthy work life balance. She takes the approach of mental health very seriously and uses the lessons learned during her Cancer journey to help others stay as positive and focused on manifesting their dreams and goals as possible.
Gabor (Gabs) Racz
Partner & Head of Marketing, Rubicon
Online marketing, sales funnels, operating a family business
Gabor Racz (Gabs) is an expert online marketer with a passion for history.
He is a Partner and Head of Marketing at Rubicon, Hungary’s leading provider of historical content, a company founded by his father — a former history teacher — after the fall of communism in 1990.
Joining Rubicon at the age of 23, he helped turn his father’s successful history magazine into a successful business, doubling direct to consumer sales every year and reaching $1M for the first time in 2020, after 3 years in the job.
Gabor is a former pro chess player (Hungarian National Champion, Age 11), sports car enthusiast, and avid student of ancient civilizations.
CEO, Don Williams Global
Sales, Leadership, and Strategy
Don started selling early, he was the #1 Sales Rep in the US at age 19 & the #1 Sales Manager at age 20. Since 1986, Don has founded a dozen companies and he’s worked with over ½ of the Fortune 500 on marketing, sales & customer experience.
Don is a 4x Best Selling Author and hosts the iTunes New and Noteworthy podcast - The Proven Entrepreneur Show.
Don lives outside Ft. Worth Texas with the love of his life Leta and their two chocolate Labrador retrievers Maggie and Tess.
Don speaks, facilitates and consults around the world.
Don's favorite quote is "You are Far Better, Far Smarter and Far Stronger than You Think" (adapted from Winnie the Pooh).
Partner, MMC CPAs, LLC
Tax & Accounting, Social Media Marketing, and Culture & Leadership
Tyler McBroom, CPA, MBA is a tax professional, speaker, and bestselling author with a great passion for helping entrepreneurs understand their numbers and pay as little tax as legally possible while they grow their businesses.
As the Tax Partner at MMC, CPAs, he works with business owners to increase their cash flow by thousands of dollars per year, through proactive tax planning strategies, getting their books on auto-pilot, and making their businesses more profitable.
Whether it's discussing tax and business strategies or the fundamentals of personal finance, Tyler also has a passion for teaching others. His Instagram page was listed as one of Student Loan Hero's "& Instagram Accounts that will Inspire you to be Better with Money," he is a member of the Forbes Finance Council, and regularly contributes articles for the publication.
Outside of the accounting world, Tyler loves to cook, spend time traveling with his wife and two kids, and get outdoors as much as possible.
The Boxcar Millionaire®️, Owner of Tom Black Center for Excellence
Sales, Team Building, Business Funding
In college, Tom worked for the Southwestern Company of Nashville, Tennessee. Southwestern employs thousands of college students each summer to sell books door-to-door. Based on his success in sales (number one for three successive summers), Tom became a sales manager at Southwestern.
Tom then joined FISI*Madison Financial and successfully ran the sales organization. Tom grew sales to over $350 million.
Tom left FISI*Madison to start Private Business, Inc. Under his leadership as CEO, Private Business grew into the country’s leading provider of accounts receivable programs for community banks. Tom served as CEO for six years and took the company public in May of 1999. Tom was the first employee and the only CEO until the company was sold.
In January 1999, Tom purchased Tecniflex/Bancsource, Inc. Tom formed a sister company, Imagic Corporation, that develops and supports check-imaging systems to community banks. As CEO, Tom expanded both companies from small regional providers to national sales and service organizations. Imagic grew quickly, merged with OSI and went public. Under his leadership, Tecniflex/Bancsource has gone from 27 employees to almost 500 serving 4,000 banks in 49 states.
7 years ago Tom cofounded Ncontracts, now the leading provider of vendor compliance and risk management for financial institutions. Ncontracts serves over 700 financial institutions nationwide.
More recently, Tom has founded the Tom Black Center for Excellence. The Tom Black Center for Excellence, a member of the National Speakers Association (NSA), offers customized sales training and coaching services to national clients of all sizes in a wide range of fields. www.tomblack.com
Education- Missouri State University
Bachelor of Arts, Rhetoric and Public Address
Community Service- Chairman of the Nashville Wine Auction raising $2.2 million for cancer-related causes
Chairman of the Library Foundation Book Campaign raising $5.4 million for books
Founders Club of the Nashville Symphony
T.J. Martel Co-Chairman of “Best Cellars” for 16 years
Numerous donations to Boy Scouts of America, Association of Alcoholism & Drug Abuse Counselors, Frankie Lemmon School and Developmental Center, Education Equal Opportunity Group, Juvenile Diabetes Research Foundation, Big Brothers Big Sisters, National Multiple Sclerosis Society, St. Jude for Children’s Research and more.
Owner, Morro Capital
E-commerce, software, warehouse logistics, and acquisitions in the e-commerce space.
They say hard work pays off, and Joel Gandara is the definition of this statement. Born in Cuba, he came to the U.S. in 1980, arriving on an overcrowded boat full of hopes and dreams.
Joel grew up with a work ethic that was unmatched. While other kids were handed money, Joel had to go out and earn it…and that he did, netting $30 a day by organizing his own arbitrage operation. As a fourth-grader, he would buy things like stamps and trading cards and sell them to his classmates.
The hustling never halted, in fact, it did quite the opposite. After high school, Joel worked up to 109 hours a week, leaving himself just enough time each day to eat and sleep. Joel went on to start his own apparel company, where he was able to turn a profit at flea markets and eventually on eBay. His business, however, was not enough to count on, and Joel found a steady job with Carnival Cruise lines. Joel enjoyed his job and was on a clear path to a promising career, but felt that something was missing.
Joel’s entrepreneurial spirit spoke to him, and he made a life-altering decision. Joel decided to go full steam ahead with his apparel company. The decision was risky without a steady income, but this never stopped him.
Joel found a brand from Mexico who offered him distributor pricing, which helped his bottom line tremendously. He would take samples to Las Vegas and began doing trade shows, offering products to various companies. Over the years, Joel built a following and began increasing his sales. After years of selling other people’s brands, he successfully created his own underwear brand. Within his first 13 months of business, the brand retailed $1,000,000.
From that success, he and his growing team continued to create and develop more brands. Today, they own 21 men’s apparel brands. In October of 2013, Joel made another impactful decision. His company began to acquire their ecommerce customers and competitors and pivoted from a wholesale company to a direct-to-consumer brand. Now, forming his own capital company, Morro Capital has acquired 9 businesses to date and is in talks to procure more.
They say hard work pays off…and Joel has proved that time and time again, ultimately with creating a company that profits over a million dollars a year, whose inception was in a flea market!
Joel and his wife Jessica married in 2002, and together have four children and live in Weston, Florida. After achieving semi-retirement, Joel now has time to do the things he enjoys, such as lifting weights, running, and continuing his education.
Nutrition, Peak Performance, Strategic Planning
Gerry is an energetic entrepreneurial leader dedicated to enriching lives by making people healthier and happier. Gerry founded NutriScience Corp in 2003 as a platform to build, grow and acquire nutrition products brands with the potential to lead their categories. Gerry is the CEO of EnergyFirst, an industry-leading natural products company ranked by Inc. magazine as one of the fastest-growing private companies in North America. He is also CEO at Greens Plus, an industry leader since 1989 with over a million customers.
Gerry holds a Masters of Science in Nutrition with Honors along with an Executive MBA from the UCLA Anderson School of Management. He is a graduate of the MIT Entrepreneurial Masters Program and earned a Bachelor of Science in Entrepreneurship with Honors from the University of Arizona.
On the non-profit side, he was recently named Rotarian of the Year for the Manhattan Beach Rotary Club and is a Manhattan Beach Planning Commissioner. Gerry is Past-President of the Entrepreneur’s Organization (EO) in Los Angeles, Past-President and Chair of the Greater LA Area Council of the Boy Scouts, and a chapter board member of YPO (Young Presidents’ Organization), a premier peer network of chief executives and business leaders.
Gerry is a veteran of four Ironman Triathlons (including Hawaii), over thirty marathons (including Boston), the Catalina Classic 32 mile paddleboard race, and numerous other top athletic competitions while leading a thriving family life as a husband and father. He completed the 230 mile John Muir Trail in 7 days. He is a private pilot, ship captain, and licensed real estate broker. Gerry is an expert in the fields of entrepreneurial leadership, nutrition, peak performance, and non-profit governance.
Founder, The Virago Skin & Body Studio
Beauty, Nutrition, Branding
Jennifer Carrasco Founder of the Virago Skin & Body Studio’s with a 21 year experienced medical esthetic background in which Jenn’s vision Created V Skincare Line. Jennifer realized that on a daily basis, society shows us numerous “flawless” people through social media platforms and magazines. We are also overwhelmed with new skincare routines, new workouts, and the best “new diet.” Jennifer strives to break these norms, which is why she has spent more than the last decade perfecting physically and mentally what it truly means to be beautiful.
Jennifer Carrasco’s mission in life is to help as many people as possible become the most elite version of themselves in business and in beauty.
Jennifer is a top contributor to Medium Magazine and is in the process of publishing her first book on reality of The beauty within Metabolism and weight loss. Jennifer mentors the Elite who now represent what winning looks like. She is currently a top Apex Executive Coach in BreakFree Academy. Jennifer is a full-time investor who has ownership in many companies ranging from Skin into Electrical Contracting. She is also a loving Mother and proud grandma and lives in Rocklin California.
Accomplishments: Contributor to medium Magazine, Chicago weekly, vent magazine, IFBB PRO Fitness Athlete, #WeAreApex, Apex Executive Coach Founder Ryan Stewman with BreakFree Academy, JennCarrasco.com Programs Launched and Sold, Arete Syndicate Leadership Circle
Business Holdings: Roseville rockline Electric Inc., J & C Medical Day Spa Inc., KJMA Holding Montana, KJMA, Holdings Wyoming.
Founder and CEO, Identified Talent Solutions
Talent Acquisition, Team Building, Company Culture, Entrepreneurial Mindset
Paul David is the founder and CEO of Identified Talent Solutions, an Irvine, California-based staffing and talent acquisition consulting firm.
Born in Manila, Philippines, Paul immigrated to the United States at the age of five. Raised in Orange County, California, he graduated from Mater Dei High School in Santa Ana, Ca, and attended California State University, Fullerton. He earned his bachelor’s degree along with his MBA at the Pepperdine Graziadio School of Business and Management. From 2005 to 2014 Paul worked in the field of talent acquisition and recruitment. He worked for large organizations such as Cox Enterprises, First American Title, and ADP.
In 2007 Paul married his wife, Desiree and in 2010 they had their daughter, Chloe. During the time of their marriage, Paul and Desiree experienced the most difficult times of their lives from losing their jobs to homelessness to eventually the death of Desiree from a four and half year battle of breast cancer. Desiree died at the age of 36 and Paul was widowed with their four-year-old daughter. Buried in $150,000 of debt and no longer being able to travel for work to care for Chloe, Paul founded Identified Talent Solutions and turned to entrepreneurship to change his life.
Today, Identified Talent Solution has been named one of the “Best Places to Work” by the Orange County Business Journal and listed on the “Inc. 500” by Inc. Magazine as part of its annual list of “America’s Fastest-Growing Private Companies.” Paul employs 20 internal employees and over 50 field-based staff.
Paul remarried in 2017 and his wife Kathie legally adopted Chloe later that same year. In 2005, Kathie was Paul’s manager when he was a loan officer. Paul saw a recruiter opening at the company they worked for and Kathie wrote a recommendation for him. This was the start of Paul’s recruitment career. Kathie also wrote his recommendation to business school. They stayed friends throughout the years which eventually brought them full circle.
Between 2009 to 2013 Paul completed two Ironman Triathlons which is a 2.4-mile swim, 112-mile bike, and a full 26.2-mile marathon. He has done over 10 marathons and raced in several 200-mile cycling events. In the process, Paul completely revamped his life and lost 92 pounds, and stopped smoking a pack a day. Paul no longer races and puts most of his attention on his family, business, and helping others succeed through his mentorship.
President & CFO, Integrated Fire & Safety
Big Business, Government Agencies, Fire Integration and Safety
As a woman-owned small business, Shelley Merrell’s company knows the territory of oil platforms, big business, and government agencies, and how to fight and prevent fires. Her company deals with special hazards such as protecting vulnerable computer networks and marine systems. Her background in fire and safety was in developing the government contracts and relationships that continue to sustain the business. Now, she is being considered as a sole source supplier for contracts which takes a lot of expertise in the world of government contracting.
Shelley has been tested by fire and offers her own experience to others. If you create a business that’s process-driven, you can take risks with clarity. She became a believer when she learned the hard way not to take your eyes off the daily operations. Now she audits and updates processes continually. She also shares the importance of sticking together with like-minded people and finding opportunities and insights from women’s business networks, entrepreneurs, and small business owners who can share mutually beneficial growth. Opportunities are risks that you can learn to navigate.
Inc. 5000 serial entrepreneur, author of Honest to Greatness, TEDx Speaker
Peter Kozodoy is the award-winning author of Honest to Greatness, an Inc. 5000 serial entrepreneur, TEDx speaker, and business coach who works with organizations and their leaders to help them overcome self-limiting bullsh*t and use honesty to achieve greatness. His articles on leadership and entrepreneurship have appeared in Forbes, Inc., HuffPost, PR Daily, and more. He holds a BA in economics from Brandeis University and an MBA from Columbia Business School. To strike up an honest conversation, visit PeterKozodoy.com
Founder and CEO of Efficience, Inc
Mobile apps, eCommerce, and integration development planning
Greg D’Amico is the founder and CEO of Efficience, Inc., a software company that develops technology solutions for regional and national companies in retail, manufacturing, distribution, food service, high-tech, healthcare products, training, and higher education.
D’Amico is a graduate of the University of Tennessee, with a B.A. degree in Finance. While still working on his degree, he began his professional career by working in financial planning. He started his first mutual fund in 1995. In the next five years, the firm assets would grow to more than $1 billion and become recognized as the number one growth fund over three- and five-year periods.
He continued to innovate in finance, starting the “iFund,” which used a collective intelligence approach to determine what it bought and sold. The iFund required a specialized web application to operate, so he began working with April Cox, who would become his partner in Efficience.
In 2004, D’Amico and Cox noted the growing demand for connectivity between companies and their customers. They started Efficience that year, setting up operations in the U.S. and India. Of its initial hire of six developers, four are still with the company 15 years later.
Today, Efficience works with companies ranging from startups to Fortune 500 corporations including Coca-Cola. The firm has developed exceptional expertise in the Janitorial/Sanitation Services Industry, creating custom applications for web and mobile devices that allow companies to more effectively communicate with customers. Efficience now operates U.S. offices in Knoxville, TN, and Ft. Lauderdale, FL.
D’Amico has been a member of the Entrepreneur’s Organization since 1999.
When he’s not working, D’Amico passionately enjoys travel and boating. He considers himself a lifelong student of business and always in search of solutions that make life better for all.
President of Kramer Communications, Executive Director of the Private Investors Forum, Founder of Consulting University USA
Developing business, operating, and sale & marketing plans
Marc Kramer is president of Kramer Communications, providing business, marketing, financial, and operational plan development and implementation for family and private businesses and is the executive director of the Private Investors Forum, which runs the Angel Venture Fair, bringing together the largest gathering of Angel Investors and entrepreneurs in the Mid-Atlantic region. As Executive Director of the Private Investors Forum, Marc has worked with almost over 1000 companies from all over the world making introductions to Angel investors all over the US. Marc is also the founder of Consulting University USA, which teaches aspiring consultants how to start a practice and works with ongoing consultants to help them reach the next level.
Marc was on the cover of Profit magazine along with being featured in Inc, Entrepreneur Magazine, and other publications for starting the country’s formally organized investor angel’s network, the Pennsylvania Private Group. The Wall Street Journal selected Marc to be one of their main speakers on early-stage investing at their national conference in Atlanta in 1994.
He was project faculty member at the University of Pennsylvania’s Wharton School of Business, Global Consulting Practicum and Executive Education an adjunct professor at Drexel University, adjunct professor at Temple University, mentor faculty at the National University of Singapore, and a professional speaker and lectures on topics such as Internet marketing, marketing, sales networking, corporate entrepreneurship and turning around distressed companies.
Marc, who has been writing on angel investing and entrepreneurship for 30 years as a national columnist for the American City Business Journal chain and columnist for SmartCEO magazine, has written for Forbes.com and TheStreet.com, the world’s top online service for money managers, company leaders and individuals that manage their own money and was a columnist for Philadelphia’s third-largest daily The Bulletin. Marc also provides a one-minute entrepreneurial commentary for KYW News in Philadelphia.
“Power Networking”, published by NTC Publishing in 1997, a division of McGraw Hill, was a Success magazine, NBIA Book Club, Human Resource Book Club, and Right Management (largest outplacement firm in the world) selection.
“Small Business Turnaround”, published by Adams Media in 1999, was named one of the 30 Best Business Books in 2000 by Executive Book Summaries.
“Financing & Building an E-Commerce Venture” published by Prentice Hall in 2001, was an Ingram, NBAI Book Club, and California CEO magazine selection. Two leading regional business publications, Eastern Pennsylvania Business Journal, and the Times Herald, have contracted Marc to write a monthly business column on Internet and small business.
“Web Sites Built to Last” published by Adams Media, released 2002.
“Consulting” published by Entrepreneur, released 2003.
Marc has received such awards as the Race for Peace in 2017, Inc. Magazine Entrepreneur of the Year, American Electronics Association Spirit of America Award and was three years in a row named one of the Top Five Business Leaders Under Age 40 in the Philadelphia region by the Philadelphia Jaycees and won the Small Business Journalist of the Year by the Center City Proprietors Association of Philadelphia in 2006.
Marc is a former trustee of Cheyney University, the oldest African American University in the U.S., and was on the board of the Entrepreneurs Forum of Philadelphia and the Technology Resource Alliance. Marc has a Master’s in Management from Penn State University and a BS in journalism from West Virginia University.
CEO, MVP Interactive
Technology, Consumer Engagement
Prior to founding MVP Interactive, James held successful management positions for small and mid-sized financial firms, leading teams to launch new products and deploy market strategies that helped grow the companies beyond expectations.
Striving for a more creative outlet, James left the finance world for Advertising where his zeal for imagination and passion for sports and technology led to the formation of MVP Interactive.
James’ vision in linking technology to consumer engagement has been paramount to the growth of MVP Interactive and along with his team, James’ passion to innovate, buck trends and embrace technology worldwide, has led MVP to develop prototypes and inventions into useful marketing products for some of the worlds largest brands and sports teams.
CEO and Founder of The O’Connor Group
Human Resources and Talent Acquisition Solutions
Marcia Zaruba O’Connor is CEO and Founder of The O’Connor Group, a leading provider of Human Resources and Talent Acquisition Solutions for the life sciences, healthcare, professional services, and manufacturing sectors based in King of Prussia, PA. The O’Connor Group is also a Top 100 Woman-Owned Business and has been certified by the Women’s Business Enterprise National Council. The O’Connor Group recently won the Philadelphia Business Journals’ Best Places to Work and Healthiest Places to Work in 2020.
Currently, Marcia is on the Board for HealthWorks Academies and is the Chair of the Engagement Team for the Philadelphia Chapter for the Entrepreneur Organization. She is also the Membership Board Chair for the Alliance for Women Entrepreneurs and the Vice-Chair for Programming for Women in Bio.
Marcia earned her MS degree in Human Organization Development from Villanova and her BS degree in Accounting from Widener University. Marcia is also a graduate of the Goldman Sachs 10K Small Business Program. She and her husband live in King of Prussia and her son is a sophomore at Penn State University.
Founder & CEO, Your Outsourced CFO
All things financial, strategy
The modern CFO is even more critical to manage the intersection of financial strategic planning and growth milestones for a small to medium-sized business. Jeff’s first-hand experiences as a leading figure in a multi-million-dollar acquisition of a two-store furniture dealer network in NYC in 2010, as the Finance & Business Development Manager for two smaller companies, and as a Financial Advisor at Wells Fargo have helped to give Jeff a clear understanding of how to manage people’s expectations and many of the financial and operational hoops that small businesses must jump through to achieve growth in their competitive markets.
Jeff is a happily married, father of three (one boy and two girls). Not only does he come from the Entrepreneur world himself, but continues to manage his growth along with determining the needs of the many small business owners day to day. In our world, being there for family is even more critical as the pressure of being judged day in and day out is ever more real. The psychology of this truism topped with the growing intensity of managing the growth of a business is a critical part of the WHYs of these owners. Jeff founded YoCFO with the goal of not only supporting the financial goals of the owners but making sure to tie in all of these pressures for their decision-making.
Founder & CEO, Outsource Access
Growth Hacking, Outsourcing, Virtual Assistants
Brad Stevens is a lifetime entrepreneur having built multiple 7 figure businesses in domestic and international markets with distribution in 18 countries. His current company is Outsource Access, an offshore virtual assistant and outsourcing firm in the Philippines, that he grew to over 100 staff in less than a year that serves small to medium businesses worldwide.
He walks the walk every day with expertise on scaling, automation, outsourcing, and high-performance virtual teams.
For his work with startups to $100 million firms and strategic advisory to civic leaders including Martin Luther King III, he has been featured in Inc Magazine 3 times, the EO Global Innovation Forum, the Wall Street Business Network, and was featured on the cover of Small Business Magazine. He is also a recipient of the Top 40 Most Innovative Businesses Award in GA.
For his philanthropic efforts, a documentary film featured his business and he was selected to run a think-tank on Economic Growth and Decent Work for All at the United Nations.
Brad is also a global advisor and keynote speaker on agility and adapting for rapid change for CEO peer groups, universities, and business organizations including Entrepreneurs’ Organization (EO), Young Presidents’ Organization (YPO), John Maxwell Ambassadors, SCORE, SIOR, Women Presidents’ Organization, International Entrepreneur Summit, Growth Hacking Conference, Life by Design Summit, Vistage, TAB, and the CEO Brain Trust.
Brad is incoming President of the Atlanta Chapter of the Entrepreneur’s Organization and served on the EO East Coast NERVE Committee. He has also served as a board member for Startup Atlanta.
Brad attended Harvard University and graduated from the Wharton Business School with concentrations in finance and marketing.
He lives in Atlanta, GA with his daughter Ella, son Brayden and wife Cindy.
Entrepreneur, thought leader, and investor
Visionary leadership, business processes, automation, M&A
Dan Abbate is an entrepreneur, thought leader, and investor with a career-long focus in business process optimization and automation through the use of advanced technology, organizational development, and improvement. Dan has a heavy transaction background including startup financing, mergers and acquisitions, and turnarounds.
In the late ’90s, while he was still in college, Dan started an internet company which serviced and eventually sold to Wall Street-funded .coms. Between the years of 2003 and 2013, he started/developed or acquired/ improved and then sold eight companies serving various markets and industries with a total market value over $100,000,000 and were funded using private and public capital markets. He has experience in both B2B and B2C companies and enjoys advising on high-level operational initiatives, including infrastructure design, process re/engineering, and reorganization. As a silent and lead investor in a number of technology startup companies, and with a focus on cryptocurrencies and underlying blockchain technologies, Dan has a unique leadership position in the cross-section of technology, finance, and business.
Dan holds a degree from DePaul University in Philosophy and Business, has studied Operations and Financial performance at The Wharton School and Math and Physics at the University of New Mexico will graduate with a Masters in Finance from Harvard University in 2021, presented his prophetic talk “How Not To Be Replaced By A Robot” at TedXBoca in 2015, and his book “Automation Manifesto” was published and is available via Amazon and other retail book outlets.
Founder, Ace Heating and Cooling
Startup Strategy, Growth Hacking
Nick Berendt is a self-professed Guns N’ Roses fan with tattoos and RV mud in his blood. He built his Rheem HVAC business out of sheer force and determination. But, then he discovered something more powerful than force and quickly tripled his sole proprietorship into a full-fledged, thriving business. “I can easily help other small service businesses get that first step into the 500 – 750k area.”
Nick compares business to playing hockey. It looks like force, but when you play it, you realize it’s a mental sport. You just need sharper tools. Most people don’t lack talent or skills. What they need is a better business foundation to understand how to determine where the most profitable customers are from, where the marketing dollars could be better spent, how to keep track of customers, and build a good CRM. Learning these kinds of tools from other successful people was the lightbulb for Nick. Now he’s turning on the light for others to grow their businesses.
CEO and Co-founder, GreenPal
Digital Marketing, Search Engine Optimization, Selling A Business
Bryan Clayton is CEO and co-founder of GreenPal an online marketplace that connects homeowners with Local lawn care professionals. GreenPal has been called the “Uber for lawn care” by Entrepreneur magazine and has over 200,000 active users completing thousands of transactions per day.
Before starting GreenPal Bryan Clayton founded Peachtree Inc. one of the largest landscaping companies in the state of Tennessee growing it to over $10 million a year in annual revenue before it was acquired by Lusa holdings in 2013.
Bryan‘s interest and expertise are related to entrepreneurialism, small business growth, marketing, and bootstrapping businesses from zero revenue to profitability and exit.
President, Turtlehut Internet Marketing
Meet Jim Mitte, your expert in the world of internet marketing.
Jim Mitte is a business and internet marketing professional with a steady focus and drive to help businesses become great successes. He graduated at the top of his class from Central Michigan University with a Bachelor’s Degree in Marketing and Advertising.
To kick off his career, Jim began investing and partnering with various organizations, helping him learn the dynamics necessary for businesses to thrive. With the knowledge from his own successes and failures, Jim discovered his true passion– helping small businesses flourish.
With his profound experience and diverse set of marketing skills, Jim established his own marketing company in Brighton, Michigan called Turtlehut. This successful internet marketing company has been growing and evolving for the last 10 years. As the founder and President of Turtlehut, Jim helps businesses to not only generate leads but rapidly increase sales. In addition to a background rich in a variety of marketing aspects, Jim and his team provide the most effective internet marketing strategies and products to help benefit each individual client.
Jim specializes in optimization, Search Engine Marketing, and numerous other marketing skills to help entrepreneurs and franchises reach their business goals. He holds a great passion for watching his team and clients succeed. In his free time, Jim enjoys spending quality time with his wife and two children, along with snowboarding and boating on the open water.
Founder, Accelerators Organization and Ask A Millionaire
Sales, Leadership, Vision
Shawn, known on social media as @askamillionaire and The Original Live Stream Mentor®️, is the quintessential entrepreneur.
Never one to let fear of the unknown stand in the way, at the age of 18, Shawn left a small town in Alaska where he grew up to move to sunny California. His dream as a kid was to become a rockstar and travel the country as a singer and get on MTV.
Within 3 years, while working 2-3 jobs and going to college full-time, Shawn auditioned for a boy band and out of over 10,000 kids, Shawn was chosen to be in N/MOTION.
N/MOTION, signed to Warner Bros. Records, traveled the USA by train as a headlining act with Ringling Bros. & Barnum and Bailey Circus. Shawn accomplished his dream and appeared on MTV and played Madison Square Garden.
After the gig was finished, like many, Shawn decided to forego going back to college and set out to be an entrepreneur.
Ten lost years later after many failed attempts, Shawn founded Uniguest, a computer sales, and service company. As CEO, Shawn grew the company to over 100 employees and $20,000,000 in annual sales and ultimately sold the company to a private equity group in December of 2013.
After taking a few years off, Shawn started Ask A Millionaire to mentor start-up entrepreneurs. Shawn now mentors hundreds of thousands of people through his daily live streams on Instagram and has created a world-class mentoring program known as Most Won’t I Will where he brought on other successful, proven business leaders to share their personal experiences and mentor those in the tribe.
Shawn is a wine enthusiast, world traveler, animal lover, and avid foodie.