aeg is an ecosystem of elite professional advisors in 25

AEG is an ecosystem of elite professional advisors

in 25 complementary disciplines. We integrate

capabilities, capital, community, and connections

to help owners of midmarket companies grow their

business, exit on their terms and build personal wealth.

1 www.enterprisegrowth.org

www.enterprisegrowth.org

Mark Haas, Co-Founder and CEO

Email: [email protected]

Phone: 301-442-5889

John Yetman, Co-Founder, CEO Advisory Board Chair, DC Chapter Director


Phone: 301-452-4999

Brian Meritt, Baltimore Chapter Co-Director


Office: 410-246-9123

Ed Mullin, Baltimore Chapter Co-Director


Phone: 410-235-3600

Tien Wong, Principal Advisor


Mobile: (703) 932-9191

Paula Boyland, AEG Administrative Coordinator


Phone: 571-236-8007

Lyka Aldemita, John Yetman’s Executive Assistant


Phone: 208-970-4636

General Inquiries: [email protected]

mailto:[email protected]









About AEG

Why Does AEG Exist? ........................................................................................... 5

How Does AEG Work? .......................................................................................... 6

What is Unique About AEG? ................................................................................ 7

What is the AEG Strategy? ................................................................................... 7

What is AEG’s Business Model?.......................................................................... 8

What is the Structure of AEG? ............................................................................. 8

How Do I Make the Most of My Membership? ................................................... 9

How Do I Refer Business to Other Members? .................................................... 9

How Can I Get to Know Fellow Members Better? ............................................ 10

What Do I Do When I Receive a Referral? ........................................................ 11

How Do I Leverage AEG for My Business? ........................................................ 12

What are AEG Ethical Standards? ..................................................................... 12

AEG Leadership .................................................................................................. 14

John Yetman ....................................................................................................... 15

Mark Haas .......................................................................................................... 16

Brian S. Meritt .................................................................................................... 17

Ed Mullin ............................................................................................................. 18

S. Tien Wong ....................................................................................................... 19

AEG DC Advisory Board ...................................................................................... 20

Carr, Lyles ........................................................................................................... 21

Galvin, Jeff .......................................................................................................... 22

Gumbinner, Fred ................................................................................................ 23

Gupta, Anita ........................................................................................................ 24

Johnson, Beth ..................................................................................................... 25

Jordan, Jiemin .................................................................................................... 26

Kessler, Joe ........................................................................................................ 27

Litalien, Ben ........................................................................................................ 28

Niggel, Michael ................................................................................................... 29

Puri, Amit ............................................................................................................ 30

Shoemaker, Tom ................................................................................................ 31

AEG Baltimore Advisory Board .......................................................................... 32

Ávila, Marco ........................................................................................................ 33

Cornish, Tasha .................................................................................................... 34

Davis, George ..................................................................................................... 35


DiGiacomo, Mike ................................................................................................ 36

Gill, Mike ............................................................................................................. 37

Rosendale, Marty ............................................................................................... 38

Sadowski, Tom ................................................................................................... 39

Wilson, Alicia ...................................................................................................... 40

AEG DC Elite Advisors ........................................................................................ 41

Ainsworth, Ron ................................................................................................... 43

Altman, Gary ....................................................................................................... 44

Appelbaum, Joe .................................................................................................. 45

Berman, Beth ..................................................................................................... 46

Birmingham, Guillermo ...................................................................................... 47

Durrer, Tom ........................................................................................................ 48

Fell, Deborah ...................................................................................................... 49

Ghais, Aaron ....................................................................................................... 50

Halpin, Ryan ....................................................................................................... 51

Huey, Rob ........................................................................................................... 52

Jordan, Katie ...................................................................................................... 53

Katz, Stephanie .................................................................................................. 54

Meza, Scott ......................................................................................................... 55

Mukhi, Manish .................................................................................................... 56

Nani, Silvana ...................................................................................................... 57

Nolan, John ......................................................................................................... 58

Olinger, Don ........................................................................................................ 59

Phonpadith, Mali ................................................................................................ 60

Reed, Leigh ......................................................................................................... 61

Sage, Ola............................................................................................................. 62

Shafie, Shevy ...................................................................................................... 63

Sorkin, Stuart ..................................................................................................... 64

Teague, Wes ....................................................................................................... 65

Wainger, Liz ........................................................................................................ 66

Wendt, W. Douglas ............................................................................................. 67

Wolk, Michael ..................................................................................................... 68

Zonghetti, Bill ..................................................................................................... 69

AEG Baltimore Elite Advisors ............................................................................. 70

Bjonerud, Matt ................................................................................................... 71

Cavanaugh, Jack ................................................................................................ 72


Heffner, Kevin D. ................................................................................................ 73

Hueter, Bill .......................................................................................................... 74

Marks, Todd ........................................................................................................ 75

Martinez, Augusto J. ........................................................................................... 76

Michael, Andrew ................................................................................................. 77

Miller, Len ........................................................................................................... 78

Molignoni, Justin ................................................................................................ 79

Mosebrook, Laurie ............................................................................................. 80

Piotrowski, Brian ................................................................................................ 81

AEG DC Preferred Partners ................................................................................ 83

Dobransky, Angie ............................................................................................... 84

Mann, Charles .................................................................................................... 85

Mesmer, Cindy.................................................................................................... 86

Van Dyke, Bill ...................................................................................................... 87

Young, Joe .......................................................................................................... 88


What is AEG?

AEG is an ecosystem of professional advisors and CEOs in more than 25

complementary disciplines, curated from the region’s top firms, who work

together to help midmarket business leaders:

• Grow their business

• Exit on their own terms

• Build personal wealth

We started in Washington, DC and are starting chapters across the US in

cities with economies of more than $100 billion GDP. We also facilitate the

Inner Circle, a selective group of midmarket CEOs, who develop close

relationships through unique and intimate experiences with each other and

void of service providers.

Why Does AEG Exist?

For midmarket companies, increasing speed, complexity and uncertainties of

business stall growth. For business advisors, specialization creates silos that

hinder coordination for support of optimal growth. For capital markets, deal

flow is hindered by lack of sellable companies. AEG was created specifically

to facilitate and speed connection of companies, advisors and capital.

AEG’s business model creates a multidisciplinary advisor community to

coordinate disciplines and tools to identify personal and business growth

opportunities and deliver the right capabilities and capital at the right time to

companies and position them for eventual exit.

• For companies and owners, AEG identifies growth opportunities and

operational deficits and deploys the capabilities, capital and

connections needed to address them.

• For elite advisors, AEG creates a community where perspective and

skills can grow, and marketing time and budget can be leveraged

efficiently.

• For capital markets, AEG generates deal flow by identifying high-

potential companies and preparing them for transition on favorable

terms.

Mission: create personal and business growth through trusted relationships.


How Does AEG Work?

We leverage four keys to growth, what we call the “4C’s”: specialized advisory

Capabilities, appropriate Capital forms and strategies, building Communities

to share benefits of growth, and Connecting businesses to these growth

resources.

AEG member dues is combined to promote AEG as a trusted source of

capability and capital. We sponsor business leader-focused events (e.g., CEO-

only dinners, educational seminars, executive radio shows, workshops, social

events) to build relationships and promote member services to help

companies grow value, exit on their terms and build personal wealth.

AEG also connects capital markets to growing companies interested in sale or

M&A strategies. Whether finding deals or helping to build value to get ready

for sale, AEG connects and builds the advisor, business and capital

communities. In doing so, we strengthen the midmarket business ecosystem

for the benefit of all.


What is Unique About AEG?

AEG was designed to generate midmarket business growth, not just be

another networking group. We are deliberate about growth and do so by

connecting advisors, businesses and capital markets.

Our culture and values are also purposeful. Our advisor ecosystem is also

intentionally limited in size to create community. We are values based: Give

First, Do Good Work, Live Passionately and Have Fun.

Finally, we focus on the whole – for advisors, businesses and community. Our

advisors are critical to our success and we work hard to know each other

personally. We cultivate businesses through both personal and professional

contacts. Finally, our focus is on the whole company lifecycle from startup,

growth, exit and personal journey after exit.

What is the AEG Strategy?

AEG has a straightforward strategy in its aspirations, where we play and how

we will win, and what capabilities and management systems we need.


What is AEG’s Business Model?

AEG's business model continues to evolve. It connects three communities:

business advisors, midmarket companies and capital markets. A high-level

business model canvas shows how parts of the business relate. Details are

available to members.

What is the Structure of AEG?

AEG has a simple organization structure, with an executive, CEO Advisory

Board, five committees and professional counsel. Committees are made up

of 3-5 members and headed by members who devote their time and

expertise to strengthen and grow AEG.

The CEO Advisory Board consists of executives or business owners who have

built, run or sold companies. They associate with AEG because they see the

value of the business model and vision, want to help members succeed and

are committed to the growth of the local business community.


How Do I Make the Most of My Membership?

AEG membership is like a gym membership. You get out of it what you put

into it – participation and engagement lead to success. The most highly

engaged members grow their networks fastest, are most satisfied with their

professional development, and receive the bulk of referrals because they are

top of mind.

We have more than a dozen ways to get involved and to be known to other

members and our business leader community. Each member has unique

business skills, experiences and connections we can share. Those skills can

be applied to companies, to the businesses of other members, and to the

successful operation and growth of AEG as an organization.

How Do I Refer Business to Other Members?

Referrals are critical to the success of AEG, its members and the midmarket

business community. The diversity of our complementary skills creates a

unique network of overlapping contacts and clients. Getting to know the skills

and perspectives of other members allows us to see opportunities – for

members and businesses – we might otherwise miss.

There is an art to making an effective referral. While introductions between

two people who “should know each other” is often useful in the long run, the

best referral is one passing the BANT test (Budget, Authority to buy, Need for

service, and Timing).


Once a referral is given, it is critical to follow up immediately. Poor referrals,

not following up or providing poor service are bad for both members, the

client and AEG. Referrals are tracked in our CRM to assure we remain

connected to the business leader and are available to provide additional

needed services.

We review referrals given and gotten each month to make sure we are doing

right by members. If a member is not getting referrals, we work to raise their

profile and better articulate their services. If a member is not giving referrals

or giving less effective one, we also help them become more effective

referrers.

How Can I Get to Know Fellow Members Better?

I can’t refer you if I don’t know you. One of the highest obligations of

membership is to become familiar with the services and character of other

members. Our ability to recognize a need by a business leader of advisory

services comes from knowing the full range of services AEG membership

offers. AEG offers five major and more than a dozen informal ways to get to

know other members better:

• Member meetings – We hold monthly meetings to update members

on recent and upcoming AEG activities, including marketing efforts,

CEO events, introduce new members and to discuss how to improve

marketing and client service. These are held monthly from 4-6pm on

the second Tuesday. Virtual Happy Hours are held on the other 3

weeks of the month to deepen social bonds (and do some business).

• 1 on 1 meetings – Members are encouraged to meet with each other

member once a year. It is often only after a second or third deep

conversation that we truly understand what the other person’s

services, the value of that service to a client and how you could work

together to create a new high-value service. With more than 40

members, it might be impractical for some to meet every other

member 1 on 1, so select those you have not spent much time with

yet to meet 1 on 1.

• Power of 3 – AEG organizes “Power of 3” groups, which meet once a

month, as 3 (or 4) members, each taking one session to explain their

services in detail and discuss who they are as a person. New groups

are formed each quarter, but some continue to meet for months later.


• Affinity groups – AEG encourages members to form groups around

topics of their choosing. Current groups include GovCon, Nonprofit,

Exit, Personal and International. Other groups may form around

transactions, joined by members specializing in investment banking,

M&A law, wealth management, accounting, and estate planning.

• AEG Committees – Working with other members on AEG activities is a

great way to see them in action. You’ll quickly understand how

innovative, giving, accountable and capable they are by how they

contribute to building AEG. Committees are Member Services,

Marketing, CEO Outreach, Operations and Finance.

AEG provides more informal opportunities to grow, connect, build your

business and help your colleagues.

What Do I Do When I Receive a Referral?

Follow up immediately. Reaching out to the business owner you were referred

to within the hour shows your professionalism and responsiveness when

interest is likely to be highest. Even if you are tied up, send a short text or

email saying you acknowledge the referral and when you will reach out to

talk.


Acknowledge the referral to the person making it and thank them for it. Keep

them advised with the progress, including if you find that the referral won’t be

productive.

Finally, let AEG know what happened to the referral. Our ability to improve the

referral process and the skills of members in handling referrals rests on our

tracking and evaluating the effectiveness of those referrals.

How Do I Leverage AEG for My Business?

Be an ambassador for personal and business growth and the AEG mission. As

elite advisors we are in business because we want to use our skills to help

businesses thrive and to make a living doing it.

Leverage AEG’s collective capabilities, community, connections and

reputation. Members are part of an exclusive, highly vetted and powerful

network – let people know. Get to know other members’ capabilities and

clients. Look out for opportunities for growth by making referrals. Invite your

prospects and clients to AEG events – whether they attend or not, they

appreciate that you are thinking of them.

What are AEG Ethical Standards?

The value of advisory services is based on the trusted relationship between

advisor and client, between colleagues or between an advisor and the

community. The AEG is committed to provide technically competent,

collaborative and ethical advisory services to member clients.

As such, it requires all of its members who choose to participate in its

operations to attest to their understanding of and adherence to the AEG Code

of Ethics. This attestation is the basis for investigation and adjudication of

allegations and violations of the AEG Code of Ethics under enforcement

policies as approved by AEG.

The AEG Code of Ethics follows.


AEG Leadership


John Yetman

Co-Founder and Chair, Advisory Board, AEG,

DC Chapter Director

Wealth Manager

John is an experienced financial services expert

who works with Business Owners to help them

align business and personal goals. He is a

Certified Exit Planner who helps owners map out

the best path to grow and create value in their

business and exit on their terms. As a co-founder of AEG John has an extensive

network of both Business Owners and Professionals that he can access and connect

to you to as needed. John’s career has spanned more than three decades working

with leading investment firms including: Morgan Stanley, UBS and Shearson Lehman

Brothers.

A recognized expert and authority, John is a sought-out speaker for educational

seminars and a trusted advisor who provides Financial Planning, Wealth

Management, Insurance, Retirement Plans, Corporate Cash and Key Employee

Retention Services. John has worked with Executives from major corporations and

organizations, such as The International Monetary Fund (IMF), The World Bank, The

Organization of American States (OAS), Chevron, The Discovery Channel, The Bureau

of National Affairs (BNA), General Electric/NBC, Charles E. Smith Companies, The

Society of Human Resource Managers (SHRM) and many others. He has also hosted

Mid-Day Money Talk on WRC Radio and Executive Leaders Radio.

John received a Certified Investment Management Analyst ® (CIMA ®) certification

from the Wharton School of Business at the University of Pennsylvania. He holds an

undergraduate from the University of Maryland with a degree in accounting.

Areas of Expertise: Wealth Management, Financial Planning, Corporate Cash

Management, Exit Planning, Insurance, Stock Options, Executive Benefits and Key

Employee retention, Tax and Estate Planning, Retirement Plans and Hedging

Strategies.


1. Do you have a financial plan that includes the range of values for your

business? Do you know what your number is (how much you have to save to

meet all your goals and objectives)?

2. Do you have golden handcuffs for your key employees? / What are you doing

to attract and retain key talent?

3. Do you have an up to date buy/sell agreement with your partner? Are you

happy with it?



Mark Haas

Co-Founder & CEO, AEG

President and Founder, Research and

Organization Management

Mark helps executives and boards create

powerful strategies, execute with discipline

and make decisions with confidence, impact

and pride. As management consultant for 40

years, he has brought to leaders from commercial, nonprofit and government

organizations perspectives and practices from high-performing organizations and

helps implement mindsets and processes that open new paths to growth.

He leverages experience across industries to integrate organizational

diagnostics, strategy formation, business models and performance management

systems. Clients span biomedical research, manufacturing, social services,

associations, sports, finance, education, energy, defense, professional services,

and trade and membership groups. His work ranges from facilitating a STEM

forum and helping structure WWIV military strategy, to standing up a

management consulting industry in former centrally planned economies and

training Tanzanian government executives in leadership and management.

Mark’s is an award-winning advisor, holds the ISO-accredited Certified

Management Consultant designation, has built two companies, is an expert

witness, current Ethics Officer and former Chair/CEO of the Institute of

Management Consultants USA, and is a quality examiner, facilitator, author, and

international trainer with clients in US, Europe, Asia and Africa. He speaks on

ethics, decision making, business simulation, and strategy. Mark is a graduate of

Colgate and Harvard Universities.


Office: (301) 869-5889

Mobile: (301) 442-5889

1. How do you cascade your strategy through the organization?

2. How are you preparing yourself & team for 2021?

3. What part of your company’s dysfunctions are you personally responsible

for?



Brian S. Meritt

Baltimore Chapter Co-Director

Partner - Tax Services, RSM US LLP

Brian is a Partner with RSM’s Tax Services

Group, specializing in providing leading edge

solutions to solve the multiple compliance

and complex planning needs of

entrepreneurial businesses including private

equity portfolio companies and their

respective owners. He has over 30 years of

experience assisting various businesses,

from entrepreneurs involved with start-up

operations to CFOs responsible for hyper-growth businesses with national

and international operations. He is well-versed in C Corporations, S

Corporations, Partnerships (including LLCs) and Individuals.

Brian has served clients in a wide range of industries, including technology,

life science, alternative fuels, business services, healthcare, automotive,

manufacturing and real estate. He provides clients with responsive service

and multi-disciplinary skills; he creatively develops and implements tax

strategies focused on meeting client objectives and optimizing total tax

liabilities of enterprises and their owners.

Money magazine named Brian as one of the leading financial planners in the

region, and Worth magazine named him as one of the 60 best financial

planners in the nation. In addition, SmartCEO magazine has honored Brian

repeatedly as one of the area’s leading certified public accountants.

Brian has a Master of Science in taxation, University of Baltimore and a

Bachelor of Science in taxation, Bryant University.


Office: 410-246-9123



Ed Mullin

AEG Baltimore Chapter Co-Director

Vice President & CIO, Think Consulting

Ed is Vice President and Chief Information

Officer for Think. He has extensive

experience in leading the teams of Fortune

1000 clients to success, as well as a proven

track record of leading software

development teams that successfully implement solutions to complex

business problems.

In the past, Ed has lead software development teams at Fortune 1000 clients

such as Becton Dickinson, Under Armour, Geico and UPS. As a CTO/Project

Manager/Solution Architect, Ed was responsible for matching business needs

with technical architecture. Ed holds B.S. and M.S. degrees from Loyola

College in Baltimore and has worked at Maryland firms such as UPS-Roadnet,

Becton Dickinson, CMSI, PHH-Element, Catalyst Research, SMC-SAIC,

Hartman Executive Advisory and SC&H Group.


Office: 410-235-3600

Mobile: 410-303-5418



S. Tien Wong

AEG Principal Advisor

Tien Wong is a tech entrepreneur, CEO, and investor.

He is CEO of Opus8, Inc. an investment and strategic

advisory firm which helps raise capital for early

stage and middle market companies, as well as

alternative investment funds (VC, private equity, real

estate, etc.).

He is Founder and Host of the Big Idea CONNECTpreneur Forum, a global

community of over 20,000 founders, CEOs, angels, VCs, and other business

leaders mostly on the East Coast. The community hosts monthly Forums with

upwards of 550 attendees, featuring VIP speakers, exciting presenting

companies, and the best CXO to CXO networking in the region.

Mr. Wong received the 2001 Ernst & Young Entrepreneur of the Year award

and was inducted into the Ernst & Young Entrepreneur of the Year Hall of

Fame. He is a 2012 and 2013 Washington Business Journal “Power 100”

selection as one of the region’s most influential leaders, and a 2017, 2018

and 2019 Washingtonian Magazine "Tech Titan." He lectures frequently at

the University of Maryland and Georgetown University where he has been an

Entrepreneur in Residence since 2012.

Mr. Wong's board work includes Maryland Venture Fund Authority;

Montgomery County Economic Development Corp., Northern Virginia

Chamber of Commerce, The Washington Institute; and the Center for

Innovative Technology GAP Fund. In the past, he was Chairman of the

Network for Teaching Entrepreneurship’s Executive Leadership Committee;

Trustee of the Baltimore Symphony Orchestra, and on the Boards of the

Maryland Tech Council, Association for Corporate Growth, and the Potomac

Officer's Club. He is a graduate of Dartmouth College.


Mobile: (703) 932-9191

1. Would you like to meet tech CEOs in the mid-Atlantic area?

2. Are you looking to raise capital for your ventures?

3. Is a lack of equity capital holding you back?



AEG DC Advisory Board


Carr, Lyles

SVP, The McCormick Group

Lyles is Senior Vice President of The

McCormick Group (TMG), the largest

Independent executive search consulting

firm based in the Washington metropolitan

area. Lyles represents the company with

business and civic organizations in the

region and nationally.

Lyles believes strongly in civic engagement, having served on more than a

dozen nonprofit boards and advisory councils. Numerous organizations have

recognized him for his commitment to the Washington region. Among the

honors are Leadership Washington’s Volunteer of the Year, the Sister Eymard

Gallagher Award for Corporate Social Responsibility, the Golden Links and

Leader of the Years Awards from The Greater Washington Board of Trade,

and selection as a Washingtonian of the Year by Washingtonian magazine

and to the Washington Business Journal “Power 100”.

The McCormick Group (TMG) conducts searches and provides related

consulting services for clients throughout the United States and

internationally. TMG’s scale and over four decades of experience provide the

ability to respond to client needs for strategic hires from mid-management to

the executive suite across all functional disciplines. Consequently, clients

rely on TMG as a partner to fill critical needs for talent at all levels.

With headquarters in Arlington, VA, TMG also has developed superior

knowledge of the industries, people, and professions that impact the

Washington, DC metropolitan region. In addition, TMG’s extensive

involvement with the business and civic networks of the region provides

significant insight into the area economy.

The unique combination of expertise and engagement positions TMG as a top

recruiter of talent both locally and across the country.


Office: (703) 841-1700 x248



Galvin, Jeff

CEO, American Gene Technologies

Jeff Galvin is the CEO and Founder of

American Gene Technologies™ (AGT). He

earned his BA degree in Economics from

Harvard in 1981 and has more than 30

years of business and entrepreneurial

experience including founder or executive

positions at a variety of Silicon Valley startups. Several of his companies were

taken public and/or sold to public companies, including one in the medical

technology arena that was sold to Varian, the leading maker of linear

accelerators used in cancer therapy. Following his startup experience, he

retired to become an Angel Investor in real estate and high tech. He came out

of retirement to found and fund AGT after meeting Roscoe Brady at NIH.


Office: (301) 337-2108



Gumbinner, Fred

AEG Advisor, President, DC Keiretsu Forum

Mr. Gumbinner is a serial

investor/executive/advisor/capital raiser. He has

been in Micro-Cap Private Equity, Special

Situation and Angel Investing for over thirty years

and formally for over fifteen years. He has

worked in various capacities with hundreds of

early stage and development companies. He has

extensive experience in finance and capital-

raising matters, involving all levels of the capital stack, having participated in over

US$35 billion of successful financings and corporate transactions, ranging from 4Fs,

Angel and Seed funding, creative bridge rounds to IPOs, dispositions or other exits.

In addition to his numerous private investments and high-yielding funding activities,

Mr. Gumbinner has been a consultant and advisor to several early stage technology,

alternative energy, renewable energy, life science, SaaS and real estate ventures,

and has served in an executive capacity or as a board member or advisor to over 75

companies. He currently is a Managing Director of several Private Equity firms and is

the President of the DC Metro Chapter of Keiretsu Forum, the largest and most

prevalent Angel Investor Group on the planet. A couple highlights of his achievements

are serving as President and CEO of an early-stage magnetics company where he

increasing the value of the company by over 1000 fold in four years; structuring

investments that have generating triple digit returns, and serving as VP & GC of an

electricity generation development company that yielded a $400 million return on

$110 million total investment, with an IRR well in excess of 100%.

Mr. Gumbinner received his BA (magna cum laude) from Colgate University and his

JD. degree (magna cum laude and Contributing Editor of the Michigan Law Review)

from The University of Michigan Law School.


Mobile: (703) 577-6696

1. Are you interested in learning about and participating in high-yielding special

situation investment opportunities?

2. Are you concerned about climate change and would investments in projects

that reduce global warming be of importance to you?

3. What is the size of your investment portfolio/ what level of investment you

would feel comfortable with?



Gupta, Anita

Co-Founder & CRO, KiwiTech

In 2009, Anita co-founded KiwiTech, an

innovative firm that has created a unique

eco-system for entrepreneurs to succeed by

supporting their technology development

and investment efforts. The company is

leveraging technology and a proven

entrepreneurial team to develop a range of products and solutions. KiwiTech

is also actively making investments in and partnering with technology

startups.

Anita is part of a sibling entrepreneurial team, with Rakesh and Neal Gupta.

The team founded Aptara in 1989. The company grew to be the largest

publishing services company in the world with over 5500 employees and was

acquired in 2012.

A passion for the entrepreneurial dream led to speaking opportunities at

various conferences and events, including the Society of Physician

Entrepreneur’s National Capital Meeting, FICCI’s Big Data and Analytics

Conclave in New Delhi, and KiwiTech’s Female Founder Demo Day. Anita has

also been featured in the Marietta College’s alumni magazine, Trailblazer.

From Marietta, Ohio, Anita has a bachelor’s degree in computer science from

Marietta College. A deep interest in public and private governance led to a

master’s degree in Public Policy from Harvard University.


1. Do you have technology road map of what you are trying to get done?

2. Are you looking for investment of any kind?

3. Would you be interested in participating in the KiwiTech ecosystem?



Johnson, Beth

CEO, RP3 Agency

Beth Johnson is Founder and CEO of RP3

Agency, an award-winning, 50-person creative

communications agency whose client roster

includes Fortune 500 brands like Norfolk

Southern, Marriott and The Coca-Cola Company,

as well as leading regional brands such as

Children’s National Health System, Giant Food

and Long & Foster.

RP3 has assembled a diverse and talented team of strategists, creatives, and

technologists from some of the top agencies and brands in the business. With

strategy as the GPS, creative as the driver and culture as the fuel, the agency creates

culturally relevant, category-defying campaigns, content and experiences that

strengthen connections between people and brands.

In 2009, Beth launched RP3 with a new agency model to meet the changing needs of

marketers amidst a transformative time in the industry. In addition to leading RP3’s

dramatic growth, Beth is deeply committed to improving the community. She actively

serves on the boards of Junior Achievement of Greater Washington, Leadership

Greater Washington and Greater Washington Board of Trade. She’s Past Chair of

Washington Area Women’s Foundation and a founding member of that organization’s

Together We Lead initiative to increase the representation of women in leadership

and improve opportunities for all women and girls. Beth is an active member of the

Young Presidents’ Organization and the Girl Scouts Women’s Advisory Board. She

was named one of Washington Business Journal’s Women Who Mean Business and

is a graduate of Leadership Greater Washington’s Class of 2015.


1. Do you have a comprehensive communications strategy to connect and

engage with your internal and external audiences?

2. Do you always speak with a consistent voice and messaging in every

interaction with your customer?

3. How are you handling your content needs within your organization?

4. Does your communications strategy support your business goals?

5. How are you handling your earned media needs, and do you have a

compelling narrative that moves the needle with key audiences by garnering

coverage in traditional and digital media outlets?



Jordan, Jiemin

Managing Partner of Decisive Investment

Group

Jiemin is a seasoned entrepreneur and an angel

investor. She is a mentor and an investor of

Mach37, a cyber security accelerator.

She was the founder and CEO of Endeavor

Systems, Inc., a cyber security firm providing

products and solutions to US market since 2003.

Endeavor Systems was recognized by

Entrepreneur Magazine as one of the 100 fast growing companies in America.

Over the past nine years, as the CEO of Endeavor Systems, Jiemin has managed the

day-to-day operations and provided the strategic direction for Endeavor’s long-term

growth, which includes building the Endeavor culture, process and the management

team, identifying the technology, product and marketing strategies, and maximizing

earning potentials.

Jiemin has more than 20 years of experience in the IT industry. Prior to Endeavor,

Jiemin had held increasing management responsibilities in the Internet, satellite and

mobile communication industrials. She led the engineering department at Orbcomm,

a Low Earth Orbit (LEO) satellite communication company and helped to grow the

organization from 40 people to 400 people. She managed the multiple development

projects for mobile cellular phone communication at Sprint & Nextel. And, she

launched email services offering at VeriSign.

Jiemin received her bachelor’s degree in Electronic Engineering from Shanghai

Jiaotong University, and completed Master of Computer Science degree at George

Mason University. She is a graduated member of MindShare Executive Management

Program.


Mobile: (703) 728-3002

1. What's your growth and exit strategy?

2. Do you want to go public or do a private reverse buyout?

3. How big is your business/what is your revenue?



Kessler, Joe

Managing Partner, Next-Stage Development

Group

Joe co-founded Next-Stage Development Group

LLC in 2001 to offer investment capital and

hands-on support that brings promising

companies to the “next stage.”

Before this, he spent over 20 years in finance

with his own company, Executive Auto Leasing,

which grew through a strong B2B sales force,

service that ensured customer loyalty, and several acquisitions until merging with

SunTrust Bank. Through his valuable experience as SunTrust SVP and division CEO,

Joe knows business mergers and bank borrowing and lending practices from both

sides of the table.

After leaving SunTrust, he started Next-Stage as its managing partner and later co-

founded three commercial finance companies including Bethesda Funding LLC and

Bluescale Capital LLC (factoring and asset-based lending) to offer creative business

capital solutions to companies not positioned for bank or venture financing.

Past and current board roles include Gold Lasso (marketing and software), Global

Edge Group (oil and gas industry staffing), Cliqued (social media marketing), Personal

Web Assistant Corporation (IT), and MHR Technologies (RFID).

Joe served as a mentor and panelist for the University of Maryland’s Dingman Center

for Entrepreneurship, MIT Enterprise Forum, Wharton School Innovation Summit and

ASM Resources.

Joe is President of the Montgomery Cty Collab Board and founding member of the

Montgomery Cty Students’ Information Technology Foundation (ITF) – which just

means he helps local students with career education. Kessler served as Past

President and Chairman of Premier Homecare, Inc. Joe is also in the music business

as tour manager and co-producer for blues artist Otis Taylor.


Mobile: (301) 466-7400

1. Do you need money to grow your small business to the next stage?

2. Do you need help raising equity or debt?

3. Would it be helpful to discuss your strategy for growth with a fellow

entrepreneur who has "been there"?



Litalien, Ben

Franchise Consultant, Speaker & Educator

A recognized expert in franchising, Ben

offers strategic consultation on network

development and growth, new concept start-

up, supply channel partners and turn-around

planning. His unique involvement in the

social sector coupled with his dissertation

research provides him with unparalleled ability to guide nonprofit leadership

into the franchise arena. The franchise management program at Georgetown

University that Ben created and teaches each semester to nonprofit and

franchise professionals from across the country and around the world is the

only such program offered at a major university in the U.S.

Specialties: Franchise Development and Strategic Management, Nonprofit

Organizational Assessment


Office: 540.657.1427

Mobile: 540.845.2885



Niggel, Michael

Co-Founder & CEO, Advanced Concepts and

Technologies International, L.L.C. (ACT I)

As CEO of ACT I, Mr. Niggel sets the firm’s strategic

direction leading enterprise growth initiatives, overseeing

successful delivery of ACT I programs, and guiding

enterprise value, governance, and employee satisfaction.

He also directs the firm’s Joint Venture Partnerships to

ensure customer satisfaction.

Mr. Niggel’s program management experience spans 35 years providing

program/financial management and contract negotiations support for complex DoD

programs, Foreign Military Sales (FMS) and Direct Commercial Sales (DCS) cases.

Before founding ACT I, Mr. Niggel served as a VP/Operations Manager of SAIC’s

Technical/Business Solutions Operation providing support to the Secretary of

Defense’s Office on the National Defense Panel and overseeing 3 acquisition

Divisions supporting the Armed Services.

He served as a Presidential Management Intern in the Reagan Administration (1983-

86) with the Air Force and OSD.

He is a member of the Ronald Reagan Institute’s National Leadership Council, and

on the Board of Directors of Professional Service Council (PSC), the National Defense

Industrial Association (NDIA) and the Northern Virginia Chamber of Commerce.

He is a Board Advisor to the Association of Enterprise Growth (AEG), the Cyber Bytes

Foundation, and is a member of the Small and Emerging Contractor Advisory Forum

(SECAF).

Mr. Niggel earned an MPA in Financial and Policy Analysis from Indiana University

and holds a BA with Distinction in Political Science and History from Hendrix College.

He is a graduate of the Defense Systems Management College Program Manager’s

Course (DAU PM Level III).


Office: 703-418-0636

Mobile: 310-721-6077

1. Describe your firm's customers and how your firm has customer intimacy.

2. Describe what discriminators your firm has from its competitors.

3. Describe how you believe your firm measures enterprise value. 4. Who are your unofficial advisors/who do you call for advice on any topic?



Puri, Amit

Former CEO, Ingenicomm

Executive with strong general management

experience including engineering, program

management, and business development.

Proven track record of consistently

increasing market share by entering new

markets, cultivating customer relationships

resulting in superior financial growth, and commercializing technology

products. Strategy focused with strong leadership skills and effective in

leading change in a competitive market. Maintains the highest level of ethics.

Specialties: Business Development (Gov Contracting - DoD, Civil and IC),

Strategy Formulation and Execution, General Management, Product

Management, ITAR Specialist, M&A Specialist.


Mobile: (703) 943-7236

1. Are you looking to enhance or grow an advisory board?

2. Do you need help creating a balance within your business in terms of

value capture and value creation?

3. Do you need help in commercializing products if you are a services

organization or vice versa?

4. Do you need help in making your company more attractive to the

capital markets?



Shoemaker, Tom

CEO Advisor | Executive Coaching | Vistage

Chair

My mission in life, both personally and

professionally, is to have a positive impact on

every person I meet. Having been a CEO for over

12 years, and with nearly 30 years of executive

experience in companies ranging from small

businesses to large public companies, I thrive on

helping CEOs and key executives in their journeys to become better leaders, make

better decisions, and deliver better results.

I’m thankful for many rewarding business experiences throughout my career,

especially the last 8+ years as CEO of Phacil, Inc. Growing the company from a very

small business to over $140M in revenue was a great ride. After leading the

conversion of Phacil to an Employee Stock Ownership Plan (ESOP) in 2016, we

successfully sold the company to a private equity firm in 2019. Prior to Phacil, I held

CEO or executive management positions in several small businesses and large

technology firms, including nearly 20 years at AT&T Bell Laboratories in various roles

including Vice President/Director/Department Head.

Coaching has always been a passion. Whether coaching seasoned CEOs or young

aspiring leaders, I strive to empower and build confidence in people so they can

create value for themselves and their employees. Helping them realize their full

potential and achieve their dreams has been the most rewarding work of my career.

In my current role as a Vistage Chair, I invite executives and business owners to step

away from their day-to-day duties to connect with other leaders and gain outside

perspectives in a safe and confidential setting. We roll up our sleeves to work

through their most significant issues and opportunities.

There are openings in my Vistage group. If you’re in the Fairfax/Tyson’s Corner area

and are searching for help to rapidly grow your business, let’s talk about your goals.


1. Are you running a company between $5-150 million in revenue?

2. Are you the CEO or business owner of the company?

3. Are you within a 15-mile radius from Tysons?



AEG Baltimore Advisory Board


Ávila, Marco

Director, WSP USA

Marco Avila is experienced in providing

engineering and program management

services for major infrastructure projects in

the public and private sector, including

transit, highways, bridges, Public-Private

Partnership and telecommunications. He

has served as program manager for mega projects overseeing quality

assurance, quality control for the development of procurement processes,

procedures and overall program/project coordination. He has served as third

party program manager coordinator on a mega P3 project. As a program

manager, Marco has developed new procurement processes and procedures

as well as new templates/checklists and worked directly with the client to

make sure the QA/QC process is implemented. These templates include

Invitation for Bids (IFB) and Request for Proposals (RFP) for construction,

maintenance and service contracts, and Request for Qualification (RFQ). By

standardizing these templates, the client was able to reduce the procurement

process drastically. He has a consistent track record of cost-effective project

delivery under demanding circumstances. He has served as Project Engineer

for the design of a variety of highway improvements where his responsibilities

included the development of plans for utility agreements, right-of-way (ROW),

geometrics, and maintenance of traffic. He has experience in bridge

inspection services for a variety of structure types. He has managed fast-

track telecommunications construction projects, where his responsibilities

included coordination of ROW activities, performance of feasibility studies,

development of route alternates, and production of construction documents.

Marco has extensive experience using a web base secure Internet-based

collaboration tool that allows project teams of all sizes to communicate easily

regardless of their location.

Marco has strong interpersonal and project management skills, strong

computer skills, fluent in Spanish and speaks Portuguese.

Email: [email protected] Office: 410-385-4168



Cornish, Tasha

Executive Director, Cybersecurity Assn. of

Maryland, Inc. (CAMI)

At CAMI, we provide the education,

resources and connections to foster a cyber

aware and cyber secure Maryland.

The Cybersecurity Association of Maryland,

Inc. (CAMI) is a statewide, 501(c)(6) nonprofit organization established in

2015. CAMI is Maryland's only organization dedicated 100% to the growth of

Maryland's cybersecurity industry.

Strategy: Connect MD cybersecurity companies with businesses and

government entities seeking cybersecurity products and services. Connect

cybersecurity job seekers in Maryland and beyond with MD cybersecurity jobs

as well as with MD resources for gaining the skills, education and

certifications needed for jobs of interest. Create and share resources to

entities in need of cybersecurity guidance, expertise or awareness. Provide

subject matter experts through our Speakers Bureau for partners requiring

training, panelists, conference facilitators or keynote speakers.

Email: [email protected] Office: 443-376-8667



Davis, George

Executive VP Strategic Advisory, Evergreen

Advisors

George is an Executive Vice President, in

Evergreen Advisors's Strategic Advisory practice.

He is well-known for his successes in investing,

building and managing biotech, IT, and software

companies, often from the start-up stage. Prior

to Evergreen he completed a 2-year tenure as

Executive Director and CEO of Maryland’s Technology Development Corporation

(TEDCO), the State’s Technology Transfer, Innovation Development and Venture

Investing Platform. Prior to that role, George was a Partner in Gamma3 LLC, a

Maryland based investment platform which provides early-stage financing to locally

based startups. Under his guidance, Gamma3 has invested in several Maryland

based portfolio companies that cover a broad spectrum of life science and

cybersecurity early-stage opportunities. He also served as the CEO of one of

Gamma3’s portfolio companies, Gemstone Biotherapeutics LLC, a Baltimore-based

research and development company founded in conjunction with Johns Hopkins

University to develop innovative, high-efficiency, evidenced-based wound care

solutions.

With over 30 years of management experience, having served in various C-level

positions, including President and CEO of publicly traded companies, George offers a

broad range of experience and business acumen. Over the course of his career, he

has helped secure over $1.5B in capital for several technology sector companies

including leading several public offerings. He is also recognized for his executive

leadership abilities. From 1996 to 2003, he served as the President and Vice

Chairman and led the public offering of Aether Systems, an early pioneer of mobile

and wireless data computing. In 2006, he became the CEO of Avatech Solutions, a

publicly traded company specializing in Computer-Aided Design Software sales and

support and he led the merger of the company with Rand Worldwide in 2010,

doubling the size of the business. Prior to his roles at Aether and Avatech, George

was a director of enterprise management systems at Northrop Grumman Corporation

and managed advanced military electronic development and production projects at

Westinghouse Electric Corporation. He has also served on various advisory boards for

locally based early-stage technology companies.


Phone: 410-997-6000



DiGiacomo, Mike

Executive Director, Governor's Workforce

Investment Board

For more than 20 years, Mike worked as a

business development and sales executive

in the IT market. Focusing on business

expansion, he specialized in building sales

teams, channel programs, and

implementation teams. Transitioning into the commodities market, Mike

continued to build, manage, and mentor his sales team while finding

meaningful solutions for his clients.

Throughout his work, Mike developed the skills necessary to successfully and

sustainably grow a business. As a result, he has a vast understanding of both

the sales and implementation aspects of business within the markets of both

goods and services, as well as strong business relationships across the

country.

The Governor's Workforce Investment Board (GWIB) is the Governor's chief

policy-making body for workforce development. The GWIB is a business-led

board of 53 members, which includes the Governor, Lieutenant Governor,

cabinet secretaries, college presidents, the State Superintendent of Schools,

elected officials, the business community, labor, and representatives of non-

profit organizations. The GWIB is responsible for developing policies and

strategies to form a coordinated workforce system from a variety of

education,employment and training programs to provide opportunities for all

Marylanders to succeed in the 21st century workforce.


Office: 410-767-2408



Gill, Mike

Chairman, Evergreen Advisors

Mike Gill serves as Chairman of Evergreen

Advisors, LLC. Mike is a business leader with four

decades of experience as an entrepreneur, a

veteran of large technology firms, and a public

servant.

He was tapped by Governor Larry Hogan to lead the Maryland Department of

Commerce in January 2015 and the led the department until 2019.

Previously, Mike founded Hoyt Capital, an investment and advisory firm

serving startups and growth companies. He also founded First Page, which

was acquired by Metrocall; served as chairman of Curtis Engine, a Baltimore

power generator company; and was chairman of Bluefire Security

Technologies, a mobile cybersecurity developer, from 2006 to 2008. In

1981, Mike founded AMERICOM, a Baltimore-based provider of cellular

products and services to businesses in the area. Under his leadership,

AMERICOM expanded nationwide with more than 1,200 employees and

annual revenue topping $70 million in 2000, when it was acquired by

Solectron. Mike remained with the electronics manufacturer as a business

development executive until 2003. Earlier in his career, he spent time in

sales and marketing at IBM, as Director of Data Systems in the mid-Atlantic

region for Ernst & Young, and with American Teleservices, the majority

shareholder of Cellular One.

Mike served on the University System of Maryland Board of Regents from

2004 to 2009, heading the audit committee and technology transfer and

commercialization workgroup. His past and present board memberships also

include the Calvert Hall Board of Trustees, Baltimore County Economic

Development Commission, St. Joseph's Medical Center, Bay National Bank,

and Towson University of Board of Visitors. He is also a member of the

President's Advisory Board at Clemson University.


Office: 410-997-6000

Mobile: 410-382-3380



Rosendale, Marty

CEO, Maryland Tech Council

Martin is the Chief Executive Officer of the

Maryland Tech Council, a partner with

Newport LLC, and a partner at WMCS

Investments. An engineer turned

microbiologist and industry leader, Martin is

passionate about the human and business

value of technology, life sciences, and biotechnology. A five-time CEO and

twice company founder, his experience spans public, private and not-for-profit

businesses. He has launched, branded, acquired or commercialized more

than 10 products and companies. Over 30 years of experience, and a strong

drive to achieve and help, enable Martin to work through complexity toward

insight and solutions to grow businesses.

Martin has raised equity capital for public and private companies and non-

dilutive capital through strategic partnerships. He led a biotherapeutics

company through a period of hyper growth taking the company from first sale

to $200 million in annual revenue in three years. He worked with the Centers

for Medicare and Medicaid Services to establish Medicare reimbursement for

a complex product category. He also facilitated the merger of the two largest

technology industry organizations in Maryland, forming the Maryland Tech

Council and strengthening its industry presence.


Office: 301-893-4721

Mobile: 301-300-5752



Sadowski, Tom

Vice Chancellor for Economic Development,

University System of Maryland

Tom has 30-years in the economic

development profession. His work has

focused on growing and attracting

companies, talent recruitment, workforce

and infrastructure development,

public/private partnerships and creating programs supporting innovation,

tech commercialization and entrepreneurship.

His career projects exceed $10 billion in value and 50,000 jobs; these

include the 2005 BRAC win for Aberdeen Proving Ground and numerous HQ,

R&D lab and industrial projects for major public and private sector clients.

His work spans all industry sectors, to include aerospace, autonomous

systems, bio-health, cybersecurity, data-science, energy, manufacturing, ed-

tech, finance, and global logistics and transportation.

Tom is active on many boards related to business, economic development,

public policy, science, health, technology and education.


Phone: 410-576-5742



Wilson, Alicia

Vice President for Economic Development,

Johns Hopkins University

Alicia Wilson is vice president for economic

development for The Johns Hopkins University and

the Johns Hopkins Health System. In this role, she

leads the institution-wide Office of Economic

Development and builds on Johns Hopkins’ strategy and initiatives as an anchor

institution in and around Baltimore. She focuses on issues including economic

development, neighborhood revitalization, civic engagement and community

partnerships.

Since 2016, Ms. Wilson has led economic development, community engagement and

impact investment strategies for the Port Covington Development Team. She served

as vice president of community affairs and legal adviser at Sagamore Development

Company, and then was senior vice president of impact investments and senior legal

counsel for Port Covington. Prior to her work with the Port Covington Development

Team, Ms. Wilson spent eight years as a litigation partner at Gordon Feinblatt LLC.

Her accomplishments and public service include receiving numerous awards and

honors, such as the Whitney M. Young Jr. Award from the Greater Baltimore Urban

League and a Distinguished Women Award from the Girl Scouts of Central Maryland,

each in 2019. Also that year, Forbes magazine profiled Ms. Wilson as the “black

millennial lawyer making Michelle Obama more accessible to Baltimore’s youth,” and

Savoy magazine named her one of the most influential women in corporate America.

In late 2018, the National Business Journal featured Ms. Wilson as one of the

nation’s top 50 influencers under age 40, and Black Enterprise produced a feature

highlighting her economic development work.

Ms. Wilson graduated from Baltimore’s Mergenthaler Vocational-Technical High

School, where she was class valedictorian, and went on to earn a Bachelor of Arts in

political science from the University of Maryland, Baltimore County, and a Juris

Doctor from the University of Maryland.


Phone: 410-340-7794



AEG DC Elite Advisors


The AEG

Advisory Ecosystem

AEG is more than just a traditional “network.” A network is a collection of elements,

while an ecosystem represents a dynamic interaction between elements. This

interaction is the source of unique value to members and businesses. The availability

of complementary capabilities in every area a business needs to grow, exit and build

personal wealth is available to a business leader. Furthermore, the ecosystem grows

stronger through member interaction and joint projects, giving members the

opportunity to learn new perspectives and capabilities.


Ainsworth, Ron

Principal, Boustead & Company Limited

Ron E. Ainsworth has been involved in Mergers &

Acquisitions, Capital Markets, Financial

Restructuring, and Business Valuations for over

thirty-five years. Mr. Ainsworth’s career

experience encompasses 400+ domestic and

cross-border transactions totaling over $15

billion in value across an array of industries,

including food services, healthcare,

manufacturing, apparel, and technology. Ron

currently is a Principal of Boustead & Company Limited, focusing on providing

mergers & acquisitions and capital markets advisory to the middle market.

Previously, as CEO of Trenwith Securities, Inc., he partnered with BDO and grew

Trenwith’s footprint to over 135 offices across 110 countries. Ron ran Trenwith BDO

for 10 years, during which he worked with his partners in Latin America, Canada,

India, and China to develop an international M&A and Corporate Finance business.

During this period the firm conducted hundreds of transactions with prominent

Fortune 500 companies and established relationships with a variety of international

capital providers. After selling Trenwith Securities, Inc. in 2008, Ron pursued various

personal investments, detailed below:

In 2017, Mr. Ainsworth completed the acquisition of a minority interest in Gussing

Renewable Energy America. Gussing Renewable Energy is a carbon recycling

business headquartered in Vienna Austria and has power plants in Thailand, Japan,

Austria, and the USA.


1. In the last year or two have you ever considered a liquidity event with your

company? --> If yes, do you have a succession plan/ what would it be?

2. If you were to sell your company, have you thought about how much it would

have to generate for you to maintain the lifestyle you have today?

3. If you were to sell your business, have you looked at the tax issues?

4. Have you ever talked to your attorney about a potential liquidity event?

5. Do you have a need for additional capital?



Altman, Gary

Principal, Altman & Associates

Gary Altman, Esq. is the Founder and Principal

Attorney of the estate planning law firm, Altman

& Associates, where he has been serving the

Washington metropolitan area for more than 30

years. His legal practice is dedicated to all

aspects of estate law: estate, tax and charitable

planning; business succession and exit planning;

special needs planning; asset protection strategies; reformation of irrevocable trusts

and failed estate plans; trust beneficiary and fiduciary representation; trust and

probate administration; and fiduciary litigation.

A nationally recognized estate, legacy and business planning authority, Gary’s

“outstanding expertise, trustworthiness and commitment to his clients’ needs” has

earned him repeated recognition by Washingtonian magazine and Northern Virginia

magazine as among the DC region’s “Best Estate Planners.” He has also been

honored as a “Top 100 Attorney” by Worth magazine and likewise recognized as a

Maryland and Washington, DC “Super Lawyer.”

As a trusted legal analyst, Gary has lent his expertise and authored articles for a wide

range of media outlets including: The Washington Post, The NY Times, The Journal of

Financial Advisors, The Wall Street Journal, Northern Virginia Magazine, and

CNN. Gary has taught various estate planning courses to attorneys, accountants and

financial planners. He is currently on the board of Hope Connections for Cancer

Support. In 2015, he was a member of Leadership Montgomery’s Core Program.

Gary graduated from NYU Law School (JD, 1980) and Georgetown University (LLM

(Tax), 1990). He writes an estate planning blog at altmanassociates.net. Altman &

Associates’ main office is in Rockville, MD, with offices in Columbia, Frederick and

Annapolis, MD, as well as D.C. and Northern Virginia.


Office: (301) 468-3220

1. When was the last time you did your estate plan?

2. Do you have any concerns about someone taking your children's inheritance

from them after you die?

3. Are you worried that your child is going to marry the wrong person?

4. Are you worried for yourself or your family members about lawsuits?

http://altmanassociates.net/



Appelbaum, Joe

CEO, Potomac Companies and Founding

Sponsor, Executive Leaders Radio

Joe founded Potomac Insurance in 1990 with

one guiding principle: to build relationships with

clients, to exceed their expectations by providing

exemplary service, support, and expertise, and to

become the comprehensive source for clients’

employee benefits needs. He has been an insurance practitioner for over 35 years

and his experience in and knowledge of the employee benefits industry affords

clients a unique and innovative approach to employee benefit selection. Joe is a

subject matter expert on controlling healthcare costs, PPACA (healthcare reform), and

HR issues. He speaks frequently at various trade association conferences and SHRM

functions across the country. Joe is the thought leader, advisor, and chief analytics

officer for all his clients.

Joe is a lifelong entrepreneur and started his first business at the age of 13 in

Manalapan, New Jersey. He is an active member of the Association for Enterprise

Growth (AEG) and is a founding sponsor of Executive Leaders Radio. Joe enjoys

helping other CEOs and local business owners connect and collaborate with fellow

leaders and is a longtime philanthropist for the Brain Tumor Society and Leukemia &

Lymphoma Society. Joe attended Carnegie Mellon University and graduated from

Rutgers University with a Bachelor of Science degree in Economics.


Office: (301) 674-1429

Mobile: (301) 591 8411

1. How much earlier would you like to receive your insurance renewals?

2. If you didn't need to take a medical exam and you could have more life and

disability insurance, how much more would you like?

3. How many different systems does your company use for their HR, payroll,

insurance benefits, and retirement?

4. How many different logins are you using? Would you like it all in one?

5. If you could put away more money for retirement than the current limits, how

much more would you like to put away each year?

6. Do you know that the national average for health insurance increases has been

approximately 6% each year for the past decade? Did you average more? Would

you like to be less than the national average?



Berman, Beth

CEO and Founder, Compellications

Pro EOS Implementer

Beth, an internationally recognized Speaker and

Facilitator, loves optimizing leaders and teams. A

Certified EOS® – The Entrepreneurial Operating

System Implementer, Beth helps entrepreneurial

companies gain the traction needed for growth

and scale. Using this proven system, Beth helps

leaders get clear on where they are going; execute on their vision with discipline and

accountability; and create healthy, open, cohesive leadership teams.

Despite her tiny size, Beth commands the attention of even the toughest room with

her charm, command, and insight. This powerful presence has been honed over

years of facilitating; for her own companies, for clients, and for peer groups.

After a successful career in B-to-B Sales and Marketing, exceeding quotas for the

company’s top multi-million dollar accounts, Beth left to do what she was meant to

do – facilitate. As Partner in a Recruiting and Job Search Coaching business, she

helped her company navigate the complexities of a post-Financial Crisis business

landscape.

Beth launched her consultancy, Compellications™, to help entrepreneurial

companies craft their messaging and align their teams. Now, Beth is on a mission to

bring EOS®, and her communications/team building skills to help growth-driven

leaders create better businesses and reclaim their lives.

Beth has delivered highly rated, dynamic presentations and workshops to Vistage,

Wells Fargo, XPX, Entrepreneurs Organization (EO), National Association for

Entrepreneurs and Business Owners (NABOE), COO Forum, CEO Focus, and

numerous conferences, leadership seminars and client organizations.


Office: (240) 560-8946

1. How would you rate your meetings-all - leaders, staff, managers, customers

(on a scale of 1-10)?

2. Do you have a clear plan for getting where you want to go (and is everyone

executing on that)?

3. How certain are you that when you give someone in your company

something to do, it will get done correctly without anyone intervening?



Birmingham, Guillermo

Partner, B2BCFO

Guillermo A. Birmingham, CPA/CGMA has over

35 years of experience in financial management,

taxes, accounting within the private sector,

nonprofits, government, and UN organizations.

As a partner of B2B CFO®, he provides Strategic

Management Advisory services to owners of

privately held companies.

In his practice he focuses on increasing cash and company value by helping business

owners achieve improvements in finance, accounting operations, company growth,

as well as exit strategies to transfer or sell their companies.

Guillermo is a highly decorated retired US Air Force Colonel with postings throughout

the world. Prior to his retirement from the USAF, Guillermo rose to be assigned as the

Chief Financial Officer of a $2 billion per year quality of life operation at the

Pentagon. He also served 3 years as Director of Administration of the World Health

Organization’s America Region office overseeing Finance, Information Technology,

Procurement, and Human Resources.

He is a member of the American Institute of Certified Public Accountants and the

Greater Washington Society of Certified Public Accountants. Guillermo currently

serves on the Audit and Finance Committee of the Global Fund to Fight AIDS,

Tuberculosis, and Malaria. Previously he served as the Board Treasurer of Ayuda Inc.,

providing legal services to DC immigrant communities; Chair of Express

Microfinanzas SAS, which provides small business micro loan products.

Mr. Birmingham has native fluency in both Spanish and English. He holds a Master of

Science Degree in Accounting and certifications as Certified Public Accountant,

Chartered Global Management Accountant and Certified Business Transition

Expert™.


Mobile: (202) 230-2225

1. What are your thoughts about the ideal sale or transfer of your company?

2. What are the risks of your company staying where it’s today?

3. How will you benefit personally, if you get where you want it to be?



Durrer, Tom

Sr. VP, Atlantic Union Bank

Tom Durrer is a Senior Vice President who is

a commercial loan officer providing financial

solutions to businesses in the Washington

D.C. area. Tom knows who he wants to serve

– midsized businesses, real estate

developers and investors, as well as

consumers in the mid-Atlantic market. By staying focused on our market, our

customers, and our products, Xenith knows we will be better than anyone

else at the things that help our customers prosper. There’s nothing wishy-

washy about our mission and that is what makes us unique.


Office: (571) 405-2682

Mobile: (703) 966-5962

1. How are you funding yourself?

2. Do you have any pain points with your bank?

3. When is the last time you've had your banking relationship renewed?



Fell, Deborah

Area Managing Partner & CMO

Chief Outsiders | Outsourced CMOs

Deborah is Partner & CMO at Chief Outsiders, the

nation’s largest firm providing Chief Marketing

Officer level expertise to middle-market

companies on a part-time, project, or interim

basis.

Deborah has 25+ years of hands-on operational

marketing and executive experience. She has insight and expertise growing both

business-to-business and business-to-consumer operations across numerous

industries through her corporate and consulting background in industries including

healthcare, hospitality, restaurants, fitness, entertainment, retail & commercial

design, commercial parking, water and hygiene solutions and higher education.

In addition to her personal expertise, Deborah has access to over 70 seasoned

marketing executives on the Chief Outsiders roster which she can match with specific

client needs to bring instant talent and deep expertise, backed by the knowledge of

the entire Chief Outsiders tribe to accelerate market growth. With her network of

associates, she can support any industry’s marketing challenge.

Deborah’s past roles have included Senior Vice President of Global Marketing

Strategy for Marriott International, Division Manager for AT&T and Senior Product

Leader for Ecolab. Deborah holds her undergraduate and MBA degrees from George

Washington University, and resides in Bethesda, MD.


Office: (240) 494-6404

1. What are your growth goals? / Where are you trying to take the company?

2. What are the challenges/obstacles to get you to where you want to be?

3. How long have you been dealing with these challenges?

4. What have you tried in the past?

5. What’s your sense of the marketing playbooks for your portfolio companies?

6. How would you assess the productivity of your marketing team and spend?



Ghais, Aaron

Shareholder, Shulman Rogers

Business owners, CEOs, and investors turn

to Aaron Ghais when they need an attorney

who can help them get a deal done, whether

it’s buying, selling, or financing a business.

Aaron specializes in representing mid-

market companies that aspire to grow

through acquisitions, while also helping business owners maximize value

when they sell their companies.

Aaron’s clients benefit from his ability to lead them successfully through the

M&A process using his creative problem-solving skills, well-honed business

sense, and results-oriented style. As a former “big firm” lawyer who now

serves as Chair of Shulman Rogers’ M&A Practice and Co-Chair of the Firm’s

Business and Financial Services Department, Aaron leverages the knowledge

gained through 25 years of successfully completing complex transactions to

accomplish his clients’ objectives and overcome their legal and business

challenges.

Aaron has a national practice representing corporate, venture capital, and

private equity clients in connection with a variety of transactional and

securities matters across a wide range of industries. These include mergers,

acquisitions, dispositions, exchanges, and joint ventures, as well as venture

capital financings, securities offerings, debt financings, recapitalizations and

other strategic transactions.


Office: (301) 255-0557

1. Are you looking to sell your business or grow it through acquisitions?

2. Do you have any plans to seek debt or equity financing for your

business?

3. Do you or your business need legal advice of any kind? How happy

are you with your current business attorney?



Halpin, Ryan

Partner - Audit Services, RSM US LLP

Ryan has over 12 years of public accounting

experience, specializing in the audits and

reviews of publicly traded companies and

commercial clients primarily in the

technology, media and telecom (TMT), life

science and government contracting sectors.

Ryan has extensive experience working with complex, fast-growing and highly

acquisitive companies that are generally venture capital, growth capital or

private equity backed.

Ryan has assisted his clients with a variety of critical issues, including

revenue recognition, business combinations, complex lease transactions,

stock-based compensation, debt modifications, asset impairment

considerations and complex financial instruments such as convertible debt

and warrants.

Ryan has a strong understanding of the investment life cycle and is

accustomed to building strong working relationships with investors ranging

from venture and growth capital to private equity funds. He works closely with

clients, delivering advice and consultation regarding complex accounting

matters, and ensuring adherence to audit schedules and deadlines. He is

responsible for work performed by the audit team and for maintaining open

lines of communication with the entire engagement team.

He is a CPA and received his BS in business administration, with a

concentration in accounting, from Longwood University


Office: (703) 336-6529

1. Where are you now and where do you want to be?

2. What obstacles are in the way of you getting to where you want to be?



Huey, Rob

CPA, President, Huey & Associates, PC

Robert D. Huey, CPA graduated Summa Cum

Laude in 1981 from the University of

Delaware. Rob began his professional

accounting career at Coopers & Lybrand

(now Price Waterhouse Coopers) before

joining his father and grandfather at Huey &

Associates in 1985.

Rob brings a current understanding of sophisticated tax and estate planning

as well as a broad knowledge of accounting and tax laws as they apply to

businesses, non-profit organizations and individuals.

Huey & Associates, PC, with offices in Bethesda and Herndon, serves over

2,000 clients with varying tax needs. The firm holds itself to the highest

professional standards of service and is actively involved in the local

community and professional organizations.

For individuals or companies looking for trusted and personalized tax advice

and preparation, bookkeeping, audits, financial reviews, compilation services,

estate planning, or general business advice, Huey and Associates, P.C. will

gladly meet and exceed your needs. For over 95 years our professional staff

of 10+ CPAs (and growing) have provided valuable services to help our clients

achieve their professional and personal goals. The firm takes great pride in

helping and watching our clients grow, prosper, and become successful in

their fields. We look forward to talking to you to see how we can be of service.


Office: (301) 951-3744

Website: http://hueyassociates.com

1. How does the new tax reform act affect you?

2. How confident are you that you are taking advantage of the tax laws

to their fullest extent?




Jordan, Katie

Principal, Verasolve

Katie Jordan joined Verasolve as the Vice

President of Business Development in

2013. Since then, Katie has successfully led

the strategic business efforts for the firm

and demonstrated her ability to help clients

exceed their revenue goals and increase

market share. Specific clients include $50M

and $300M construction companies,

multiple mid-size government contracting companies, independent wealth

management firms, and professional services firms. Katie has also played an

integral role in shaping and leading Verasolve’s operational initiatives. The

combination of these achievements and her proven leadership skills led to

Katie being named as a Principal of the firm in January 2015.

She has more than 10 years of experience in business to business sales and

operations across a number of industries, and is responsible for developing

and leading the growth strategies of the firm throughout the Washington, DC

metropolitan area. Before joining Verasolve, Katie was a Senior Consultant

for Paychex, Inc., the leading SMB payroll provider, where she helped

hundreds of small-to-mid-size companies operate more efficiently.

Because of her diverse background, Katie understands the challenges facing

business owners across private, public, government, not for profit, and

boutique operations. Katie earned her BS in Business Management from the

University of Maryland, College Park.

Katie gives back when she can and has spearheaded a local Toys for Tots

campaign for her friends, family, and clients for several years. She has also

volunteered her time at Potomac Horse Center’s Therapeutic Riding Program

and worked with underprivileged adolescents in Burton Snowboard

Company’s Chill Program.


Office: (301) 708-1671



Katz, Stephanie

Founder, CETA Benefit Consulting Group

Stephanie D. Katz is the President and Founder

of CETA Benefit Consulting Group, LLC (CETA).

She has over thirty years of experience in the

design, implementation, and administration of

human resource and employee benefit programs

and has worked for a variety of firms including:

ADP Benefit Services, T. Rowe Price, Ernst &

Young, and Coopers & Lybrand.

Since 1997, CETA has provided a wide range of specialty consulting services to

clients of all sizes across business sectors including: commercial, non-profit, and

government. The consultants have broad, multi-disciplinary experience which assures

that best thinking and analysis are brought to meet client needs and objectives.

Active in professional organizations, Stephanie serves on the National Board of WEB

(Worldwide Employee Benefit Network), is President of the Board of Directors for The

Arc Montgomery County, and Communications Chair and Board Member of the

Greater Washington Chapter of the Brandeis National Committee. She has served on

the Board of the American Society of Pension Actuaries, Programming Committee for

the HR Leadership Forum, and is a charter member of XPX DC Metro. In June 2018,

Stephanie received the Joseph Wharton award which recognizes Wharton alums who

have contributed significantly to their profession and community.

Born and raised in New Orleans, Stephanie received a BA in Psychology from

Brandeis University and an MBA with a concentration in Insurance from The Wharton

School of the University of Pennsylvania. Also, she is an Enrolled Retirement Plan

Agent, Certified Pension Consultant, Qualified Pension Administrator, and Resident

Broker for Life/Accident and Health.


Office: (301) 881-8883

Mobile: (240) 432-0163

1. What challenges or issues are keeping you up at night with respect to your

employees?

1. Describe your current company culture. And, is this what you would like it to

be?

2. Are you losing employees that you may not want to lose, or are you having

trouble hiring employees with the right skill sets?

3. How compliant are your HR programs and benefits with federal, state, and

local laws and regulations?



Meza, Scott

Shareholder, GreenbergTraurig

Scott Meza has more than 25 years of

experience assisting businesses in complex

transactions such as mergers, acquisitions,

spin-offs of public and private companies,

and sophisticated equity and debt financings

and recapitalizations.

Scott’s broad industry experience includes managing transactions for

technology-based companies as well as companies operating in highly

regulated environments like government contracting, telecommunications,

and health care.

Representative transactions include stock-for-stock combinations, cash-out

mergers, tender and exchange offers, management buyouts, stock and asset

purchases, distressed company acquisitions (e.g., bankruptcy auctions),

corporate spin-offs and divestitures, and corporate governance matters.


Office: (703) 903-7587



Mukhi, Manish

Financial Advisor, Ameriprise Financial

Services

As an Ameriprise financial advisor, Manish

believes success should be measured not

just by your financial well-being, but by how

confident you feel about your future. His

mission is to help you reach your financial

goals through a personal relationship based on personalized, knowledgeable

advice. This focus is designed to help you reach your goals, giving you greater

confidence.


Office: (301) 634-5580



Nani, Silvana

Principal and Chief Innovation Officer, Korabi

Consulting

Insightful growth Advisor & Coach and M&A

strategy advisor adept at helping business

owners build and grow a sellable business and

guide them through the ultimate finish line – a

successful business and personal exit. As a

seasoned business executive, IT entrepreneur,

and M&A strategy advisor I focus my practice on value creation, growth strategies

and exit planning. I have an in-depth knowledge of current technology and acquisition

trends in GovCon IT, Cybersecurity and Artificial Intelligence sectors. A recognized

leader of technology innovation, I led market expansion programs with Booz Allen

Hamilton, The Software Revolution Inc. (TSRI), and Fortune 1000 companies as well

as technology startups.

My expertise is grounded and laser focused on developing the right value creation or

growth strategy, guiding leadership teams to execute that strategy, and delivering

value to the stakeholders and shareholders. I drive new opportunities and lead

higher profits, solid results, and innovation. The value I bring to C-Suite leadership is

a practical, cost-effective and best-fit approach, from guidance on capital, mergers

and acquisition, launching and exiting businesses and market expansion– it is my job

to share my experiences and expertise to move you and your business forward.

My roles are tangible with critical underpinning to proactively plan founders' exit with

the ultimate goal to increase exit value. Currently I am working on a growing portfolio

of expansion stage technology companies developing most advanced products and

services in the health and financial industry.


Mobile: 301-502-6867

1. If we were meeting 5 years from now looking back on what has happened

professionally and personally

a. What has happened for you to feel happy about the progress?

b. What obstacles have you met in achieving your goals?

c. If the obstacles were eliminated what opportunities would

transpire?

d. What were the strengths that would maximize the results?


Nolan, John

SaaS CFO

John Nolan is an accomplished strategic,

finance and operational executive who

assists growth-stage companies primarily in

the D.C. metro area. He is an expert at

creating the financial infrastructure

(forecasting, pricing, team building and

reporting) for software and other subscription-based service providers. He

has been recognized as a CFO of the Year finalist by the Washington

Business Journal, and his work and career have been featured by the

Washington Post. His insights on costing work have been featured in the

Harvard Business Review press book, Competing on Analytics.

John has also offered his expertise to multiple charitable organizations

including serving on the advisory boards of So Others Might Eat and

Imagination Stage, and as the current board chair of the Center for Inspired

Teaching.

John currently serves as the CFO of iControl Data Systems, a leader in SaaS

software and payment processing enabling improved execution and

profitability for distributors, retailers and restaurants. He formerly served as

CFO of Determine, Inc., a NASDAQ Traded enterprise SaaS company.

Determine provided contract management, sourcing and procure to pay

products and services. There he raised $20m in equity and debt, quadrupled

analyst coverage and led the process that resulted in a successful sale of the

company.

John also served as President, Chief Operating Officer and CFO for Quadel

Consulting Corporation. John also served as VP of Finance for MCI

Communications, where he ran the Corporate Finance group and led the

process to sell the firm to Verizon.


Office: (301) 816-4490

Mobile: (202) 341-4245



Olinger, Don

Partner, Cordia Partners

Don is a Partner in Cordia Partners and

Resources, a leading firm providing

accounting staffing and operations solutions

from offices in Tysons Corner, Rockville and

DC (Metro Center). Cordia provides finance,

accounting, human resources, and contract

administration recruiting and staffing services, technical accounting and

systems support and outsourced accounting to a wide range of companies

and industries. Don is Co-Managing Partner of the overall recruiting and

staffing practice, with direct responsibility for the Maryland and DC offices.

Don has over 30 years of professional experience, including nearly 20 years

as a leading hotel and real estate industry financial executive. He served as

CFO and Corporate Controller of two of the nation’s largest publicly owned

hotel Real Estate Investment Trusts (REITs). His experience has included

numerous capital market transactions, and several major corporate

restructurings in addition to establishing and building several highly

successful accounting and finance organizations. He has deep knowledge

regarding capital raising (including IPO’s), financial reporting, effective

organization structures, budgeting and forecasting, strategic planning and

governance. He has industry experience with companies in the hospitality,

real estate, government contracting, telecommunications, and technology

industries, among others.


Office: (301) 463-4631

Mobile: (301) 717-4025



Phonpadith, Mali

CEO, SOAR Community Network

Mali Phonpadith is the CEO of SOAR

Community Network, a consulting firm

partnering with organizational leaders to

help design, build and maintain their C3

cultures.

A C3 culture is one where Compassionate

leaders thrive, Cohesive teams drive results and employees Collaborate and

innovate.

Mali is also the CoFounder of SOAR Nebula, a global resource hub for

transcendent leaders. She is a TEDx and keynote speaker, twice a #1

international bestselling author and certified Talent Optimization Leader.

Her hard work and dedication in the SMB community has rewarded her with

many accolades which include being chosen as a Belief Team Partner

through Values Partnership and the Oprah Winfrey Network along with her

nomination for the March of Dimes’ Heroines of Washington D.C. Award. She

was nominated twice for the Women of the Year Award by NEW – Network

Executive Women and recognized as the iBoss Capital Navigator for helping

small businesses grow and thrive.

Mali is a business coach for CONNECTpreneur, consultant supporting the

Latino Economic Development Center, reviewer for the Catalogue for

Philanthropy, and Board Member of the Lao Heritage Foundation.

Sample list of clients include HUD, George Washington University, Latino

Economic Development Center, Crooked Media, Loudoun County Parks and

Recreation, University of Michigan Ross School of Business, Flaherty Family

Foundation, Social Impact, Clements Worldwide, Industrious and many

others.


Office: (571) 403-0565

Mobile: (703) 608-2182



Reed, Leigh

Sr. VP, Heller Coley Reed

Leigh Reed loves meeting new people. The

diversity of cultures in the Washington

metropolitan area brings forth a full spectrum of

fascinating individuals with whom to work. She

also has a keen interest in the structural

complexities of contract law. Since a single

sentence within a real estate contract can have

several interpretations, she works through each contract with great care. As for

presenting each contract, Leigh "lives for the negotiation", which is when she is at her

very best! Leigh spends time absorbing the nuances of a given situation, including

the personalities of the individuals involved. Consequently, she can tailor a scenario

to meet her clients' needs with a proven track record of successful outcomes. With

30 years of award-winning results, Leigh has proved to her clients to be intuitive,

energetic, and determined to get the job done right the first time.

* Bethesda Magazine Readers' Pick, Best Real Estate Team 2019

* Washingtonian Best Agents 2019

* Washingtonian’s Top Producers 2019 (Heller Coley Reed)

* Ranked #120 in the US out of 1.2M 2017 (The Wall Street Journal/Real Trends)

* #1 Top Sales Team in Montgomery County for Long and Foster 2018

* #1 in Overall group in the State of Maryland 2017 (Long & Foster-Group)

* #1 in Overall group by Settled Sales Volume for Mont. Cty 2017 (Long & Foster)

* #1 in Units Sold for Montgomery County 2017 (Long & Foster-Group)

* #1 in Listings for Montgomery County 2017 (Long & Foster-Group)

* #1 in Total Sales for Montgomery County 2017 (Long & Foster-Group)

* Top ½% of Realtors Worldwide 2000-2019

* Associate Brokers in Maryland; Licensed Agents in Washington, D.C. and Virginia

* Distinctive members of an international network of the finest luxury brokers in the

world including Christie’s International Real Estate, Extraordinary Properties and The

Leading Real Estate Companies of the World


Office: (301) 674-2829



Sage, Ola

CEO, CyberRx

Ola Sage is the founder and CEO of CyberRx, a

cybersecurity risk and compliance assessment

company, that works with growth- minded

companies to protect themselves from the costly

and sometimes unrecoverable impact of cyber

theft, disruption, and damage. CyberRx equips

companies with software tools and services to

assess, mitigate, and continuously monitor cybersecurity risks. Clients can also

subscribe to CyberRx’s distinctive concierge service that educates them about the

options they have, provides technical cybersecurity resources on an as needed basis,

and connects them with qualified and vetted suppliers of a range of cybersecurity

hardware and software products at discounted rates.

Prior to founding CyberRx, Ola spent over 18 years leading an IT professional services

company that she founded and grew until a successful exit in 2018. She advised

government CIOs on cybersecurity, spearheading over $150 million in funded

contract wins with large agencies, ranking four times on the Washington Technology

Fast 50 and Inc. top companies lists. Her company helped in the arrest of a cyber-

criminal responsible for a large government agency breach.

A certified Project Management Professional (PMP), Ola holds the Federal Chief

Information Officers (CIO) certificate and earned the Certified in Risk and Information

Systems Control (CRISC) certification. She has a master’s degree in Technology

Management from George Mason University.

Email: [email protected] Office: (301) 755-0479

1. When was your company's last cybersecurity risk assessment?

2. How do you identify and prioritize cybersecurity risks today?

3. What cybersecurity requirements do you need to meet or comply with (e.g.

regulatory, legal, customers, etc.) and how is that done today?

4. Do you have a DoD (department of defense) prime contract? ---> If yes, are

you aware of the new Cybersecurity Maturity Model Certification (CMMC)

requirement? --> if no, when was your company's last cybersecurity risk

assessment?

5. Are you a subcontractor to a DOD prime contractor? --> if yes, are you aware

of the new Cybersecurity Maturity Model Certification (CMMC) requirement?

6. If you were to experience a cybersecurity breach, do you have an

approximate idea how much it would cost you



Shafie, Shevy

CEO & Chief Marketing Officer, Marstudio

Are you struggling to find the right strategy for

marketing your company? Perhaps you've tried

serval companies and been less than impressed.

I am the CEO & Chief Marketing Officer of

Marstudio, Inc. an award-winning Strategic

Branding & Creative Marketing Firm specializing

in Branding, Print, Web, Multimedia, Film & Photo. We provide diverse augmented

marketing department capabilities by formulating strategies that are scalable across

any industry.

I’ve joined LinkedIn to assist the professional community with my knowledge and

advice in multiple fields and industries. My background involves leading

entrepreneurial initiatives, including start-ups, as well as repositioning established

company's brand and marketing message to improve lead generation and

conversion, which can lead to increased ROI.

At Marstudio, we're happy to share our multidimensional strategic branding and

marketing experiences and network with interested individuals. We've completely

reshaped companies marketing campaigns in order to achieve maximum returns and

formulated brand strategies to ensure the desired results. Our creative initiatives and

customer engagement techniques have optimized market awareness, competitive

position and the financial performance of the organizations we have served. Creating

positive change and sustainable profitability, are important to us.

Topics of interest to me include business development while branding and marketing

in the 21st century. I am also an avid news and documentary follower with a special

interest in business planning and the entrepreneurial activities of companies. If

you're looking for a professional community with knowledge and advice in multiple

fields and industries, please take a look at my LinkedIn group listed below.


1. What is your current marketing structure?

2. What initiatives are you currently working on?

3. Are you experiencing any pain points?

4. Do you get it? (Do you understand marketing?)

5. Are you interested in growing your business?



Sorkin, Stuart

Founder of The Business and Legal Advisors

and Entrepreneurial Growth Advisor

Stuart Sorkin specializes in the design and

implementation of strategic and integrated

business plans for start-ups and small to midsize

businesses to successfully combine the business

and personal objectives of the owners and

executives. As a former entrepreneur, CPA, and

attorney licensed to practice in the District of Columbia with more than 30 years of

experience, Mr. Sorkin’s unique background allows him to assist owners and

executives with executing on the complex decisions regarding incorporating their

personal and financial goals with the appropriate growth or exit strategy for the

business.

In addition, Mr. Sorkin supports clients throughout the United States with the

planning, negotiation and documenting all forms of transactional work, including

choice and formation of business entities; raising of capital and financing; mergers

and acquisition; real estate acquisition and development; incentive compensation;

federal and state income tax planning; succession and retirement planning; estate

planning and asset protection; family and charitable gifting strategies; and family

partnerships. Mr. Sorkin also serves on the Board of Trustees for the Jack R.

Anderson Charitable Foundation.

Mr. Sorkin is the co-author of "Expensive Mistakes When Buying & Selling

Companies...and How to Avoid Them in Your Deals." He has been interviewed by the

Wall Street Journal, Time Magazine, USA Today, Money Magazine and BankRate.com

on a wide range of business, financial, and tax issues and is a frequent lecturer on

corporate and succession planning to various industry groups.


Office: 301 320-1152

Mobile: 202-368-7075

1. What would happen to your business if you got hit by a bus?

2. What is your plan to hire and retain key employees?

3. What keeps you up at night regarding the growth of your business

4. Are you and your partner in alignment for your long-term goals? 5. Are you aligning your personal goals with your business goals?



Teague, Wes

Senior Managing Director, Boustead

Securities

Wes focuses on mergers and acquisitions of

small-to mid-cap businesses. Wes was a Partner

in Indian River Advisors, a DC-based niche M&A

firm focused on the small- to mid-cap market, a

principal of Samson Partners Consulting, a

privately held consultancy providing small- to

mid-sized companies services and advice related to corporate growth and Managing

Director of Pierce Capital Partners, a DC-based firm that provides investment banking

services and private equity investment to US-based corporations and management

teams.

Wes has held a number of senior executive positions at both an investment banker,

commercial banker and as an owner/operating principal. As such, Wes is uniquely

qualified to address the needs and concerns of business owners who want to grow

through either organic growth or acquisition, or who are seeking a liquidity event

involving the sale or recapitalization of their business.

He has been advisor, executive or principal in the acquisitions or sales of companies,

performing operations management, pre-acquisition due diligence, and post-

acquisition integration services internally or externally, as part of executing on

companies’ growth strategies.

He holds a BS in Economics from Auburn University, an MBA in Finance and

Investments from The George Washington University, currently holds FINRA Series 82

and 63, and has held NASD Series 7 and Series 63 Licenses, Virginia Real Estate

Broker and Agent Licenses, and was a Certified Property Manager (CPM). He is a

FINRA Dispute Resolution Arbitrator.


Direct: (703) 628-4532

1. Do you have a current will?

2. Do you have a money manager?

3. How much money do you need to sell your business?



Wainger, Liz

Founder and President, Wainger Group, LLC

Liz Wainger, CPF, has spent the past 25 years at

the side of executives at Fortune 500

companies, associations, nonprofits and

government agencies to bring clarity and

understanding to their work both inside and

outside of their organizations. Liz and her team

at Wainger Group work with organizations to

clarify and deliver messages to bring their brands to life. Through workshops,

consulting and speaking, Liz’s clients connect with and engage their target audiences

so that they win more business, are viewed as authorities in their industry or field and

grow effectively.

Liz is a Certified Professional Facilitator who creates dynamic strategic planning,

team building and corporate retreats and workshops that get to the heart of the

matter and foster collaboration and alignment so that internal teams and Boards can

be effective brand ambassadors.

Prior to founding her firm in 2000, Liz was Director of Communications for the Morino

Institute. She held senior positions at The National Trust for Historic Preservation and

The American Institute of Architects. She was a reporter at The Washington Post on

the Metro and Style desks.

In 2015, she was named by the Washington Business Journal to the distinguished

cadre of Women Who Mean Business in Washington, D.C. She is the author of the

book, Prism of Value: Connect, Convince and Influence When It Matters Most. She

currently serves on the Boards of School for Ethics and Global Learning, Jubilee

Housing and on the steering committee of the Urban Land Institute DC Women’s

Leadership Initiative.

Liz holds a Bachelor of Arts in Russian from Tufts University and spent a semester at

Leningrad (St. Petersburg) State University in Russia.


Office: 301-340-6831

1. How well does your corporate messaging help current and potential

customers understand why they should choose to work with you?

2. How effectively do you think your company tells its story?

3. How consistently do your teams communicate your messages?

4. How well does what you say to your employees match what you say to

external audiences?

5. How visible to you feel you are to your target audiences?



Wendt, W. Douglas

Chief Growth Officer, Wendt Partners

Doug Wendt is a proven and highly

accomplished executive who possesses in-

depth experience in guiding organizational

growth strategies. Doug developed the

Wendt Partners business growth consulting

model through nearly 25 years of experience

across the enterprise software, electronics,

aerospace and quality systems fields including worldwide management of

new product launches, channel sales and technology marketing.

He has worked with NEV Electric Vehicles, MedSched LLC, GEC Alsthom,

Ciber, Raytheon, L-3 Communications, Thomson-CSF (Thales Group), Lucent,

Ahlstrom Materials, United Technologies and Hitachi, as well as companies in

the Boeing aerospace and defense supply chains. Doug also developed

customized field training programs, which he deployed for U.S. and

international sales and support teams, and he collaborated on key

engagements with major consultancies including Pricewaterhouse Coopers

(PWC), Ernst & Young (EY), Deloitte and Grant Thornton.

In addition, he is the executive director of the Cardinal Cancer Foundation, a

nonprofit organization dedicated to supporting women facing ovarian cancer

and helping women protect their health first.


Phone: (718) 841-7169 ext. 101

Mobile: (703) 628-4157



Wolk, Michael

Principal Consultant, Expense Reduction

Analysts

Mike is a Principal with Expense Reduction

Analysts and has 30 years of experience in

serving clients globally and across a range of

industries. Leveraging his years of experience in

Information Technology and Financial

Operations, Mike works with ERA’s team of

category specialists to identify and implement qualitative and cost improvement

opportunities in a wide range of areas.

Prior to joining ERA, Mike was a Partner with Accenture and SunGard Consulting, and

was a Managing Director of services with Allegro Development.

Mike’s career with Accenture spanned 15 years, during which he served as

Engagement Partner responsible for several enterprise IT implementations, and as

part of the business strategy practice analysed synergy savings for client mergers

and acquisitions. With SunGard (now Fidelity National Information Systems) Mike

implemented strategic IT projects with his clients in the Northeast US. Mike’s

experience also includes managing consulting services teams for Allegro

Development, a leading global Commodities Trading and Risk Management (CTRM)

software vendor.

Mike has led programs that helped clients with customer billing and call centres,

commodity trading and reporting, fuel procurement, logistics and shipment of bulk

cargo, fleet route optimization, and migration to cloud IT architectures.

Mike has worked with start-ups to Fortune 500 clients in the energy and utilities,

financial services, airline, healthcare and agriculture industry sectors. Mike also has

global client experience having worked with clients in the UK and Ireland, and with

operations in India and the Philippines.

Mike has an MBA from Wake Forest University (Winston-Salem, NC), and a BA in

Economics from the University of Virginia (Charlottesville, VA). Mike has also served

on a local Little League board of directors.


Phone: (703) 966-6943



Zonghetti, Bill

Vice President, Colliers Intl.

Bill Zonghetti is among the most accomplished

real estate professionals in the Washington D.C.

region. In his 30-year career, Bill has specialized

in tenant representation and has been honored

with numerous industry awards including

recipient of Maryland’s 2012 deal of the year,

Newmark Knight Frank’s national broker of the

year, 2003 & 2014 and CoStar’s Power Broker award for multiple years. He has

represented clients in transactions in excess of 25 million square feet for tractional

value of over $2 billion. He is responsible for the headquarters locations of multiple

companies including NJVC, LLC: 125,000 SF, EMMES: 91,000 SF, ASM Research:

104,000 SF and Ropes & Gray: 80,000 SF.

His diverse and prestigious client list includes major corporations such as Coca Cola,

JP Morgan, Beyond Meat and Goldman Sachs and non-profit organizations such as

American Institute of Architects, The Girl Scouts, RTI International, Human Rights

Watch, ACLU and Sierra Club. In addition, Bill has represented many of the region’s

most recognizable government contractor and technology firms. He has lectured at

numerous real estate forums as an expert in lease review, state of the office leasing

market and most recently COVID-19 real estate implications.

Bill started his real estate career in 1991 and was a principal in The Bank

Companies, a real estate firm he co-founded in 1993. In 2000, he merged The Bank

Companies with Newmark Knight Frank where he oversaw exponential office growth

for 18 years. In 2019, Bill and his six-member team joined Colliers International.

Bill graduated from Catholic University with a master’s degree in engineering

management and a bachelor’s degree in business management.


Office: (202) 728-3500

Mobile: (202) 255-3700

1. Do you have an office lease that is expiring over the next few years?

2. How happy are you with your current real estate broker?

3. Are you looking to stay in your current location or relocate?

4. Are you looking to downsize or expand?



AEG Baltimore Elite Advisors


Bjonerud, Matt

Founder & CEO, Cerebro Capital

Mr. Bjonerud has broad experience across

several areas of corporate finance especially

across debt and equity transactions. Prior to

founding Cerebro Capital, Mr. Bjonerud

worked for Laureate Education, a billion-

dollar multinational company, where he was

part of the corporate finance team that

ushered the company through $3.5 billion of financing transactions including

Laureate’s IPO. Prior to Laureate, Mr. Bjonerud was a Vice President within

the PNC Corporate Banking Group where he was responsible for growth and

management of large-scale corporate and public finance portfolios.

Mr. Bjonerud also serves as the chairman of his Catholic parish and on the

board of At Jacobs Well (AJW), a nonprofit that is the only exclusive provider

of housing to the mentally ill homeless in Baltimore City. He is a graduate of

Georgetown University McDonough School of Business.


Office: 301-798-9081

Mobile: 240-643-4962



Cavanaugh, Jack

Founder & CEO, Cerebro Capital

Jack is a partner, client advisor, and

member of the Baltimore Private Client

Leadership Team. Since 2010, he has

served as Head of the Private Client

Business, Private Client Chief Operating

Officer, and Head of Baltimore Private

Client. Prior to joining the firm, Jack served

as Chief Executive Officer of Cavanaugh Capital Management (CCM), a fixed

income investment management firm. Prior to CCM, Jack spent 11 years in

marketing and sales roles for Morgan Stanley Investment Management, AOL

Time Warner, The New York Times Co., and Young & Rubicam, all in New

York.

Education

• Columbia University, MBA

• Duke University, BA

Community Involvement

• Board of Visitors: Duke University Nicholas School of the Environment

• Board of Trustees: Mercy Health Services, St. Mary's Seminary &

University, First Fruits Farm, Gilman School

• Audit Committee, Associated Catholic Charities of Baltimore

• Former Advisory Board Chair, Stella Maris

• Former Executive Committee, American Heart Association Heart Ball


Office: 410-537-5301



Heffner, Kevin D.

President & CEO, LifeSpan Network

Kevin Heffner has served in the role of President

and CEO of LifeSpan Network since March 2017.

LifeSpan Network is the largest senior services

provider association in the Mid-Atlantic,

representing more than 260 senior services

provider organizations in Maryland and the

District of Columbia. LifeSpan’s members

include not-for-profit and for-profit organizations providing care and services to

seniors including retirement living, assisted living, skilled nursing, affordable housing,

hospice, adult day, home care, and other community-based and hospital-based

programs.

Prior to March 2017, Kevin served as Director, External Relations, with UMBC’s

Management of Aging Services Program/The Erickson School. Kevin’s responsibilities

included development of strategic relationships, and oversight of the school’s IT,

marketing and recruitment efforts, recruiting more than 200 students for the

Graduate Program in Management of Aging Services, and developing partnerships

with the country’s largest senior living providers.

Before joining the Erickson School, Kevin served as Executive Director of The Beacon

Institute, the Educational Affiliate of LifeSpan Network, from its founding in 1997. He

oversaw the creation of The Beacon Institute's Handelman Learning Center, The Mid-

Atlantic Wellspring Program, and The Beacon Institute's scholarships program,

among other responsibilities. In addition, Kevin co-hosted WCBM's weekly radio

program, "Focus on Seniors," with more than 15,000 regular listeners, from 2003 to

2006.

Kevin is a Member of Maryland Governor Larry Hogan’s Work Force Development

Board (GWDB) and a Member of the Board of Directors of the Maryland Patient

Safety Center.

Kevin’s areas of professional certification include association management (CAE)

and fund development (CFRE). He is a member of Phi Kappa Phi Honor Society, and

Past Recipient of McDaniel College's "Community Service Award," and The Beacon

Institute’s Hall of Fame Award. Kevin has a BA in Communications from McDaniel

College and an MA in Management of Aging Services from UMBC.


Office: 410-381-1176 x226

Mobile: 443-254-1177



Hueter, Bill

Professional EOS® Implementer

Bill helps business owners and their

leadership teams achieve predictable,

profitable growth and gain greater control of

their business.

A serial entrepreneur, he co-founded an

expert witness search firm in the legal

industry that implemented EOS™ and made the INC 5000 for a rarely

achieved nine years in a row. Bill’s corporate experience includes senior e-

Commerce positions at CompuServe, Andersen Consulting (Accenture), and

Deloitte Consulting. Now as a Professional EOS Implementer™, he teaches,

coaches, and facilitates others to attain discipline and accountability, and

experience the thrill of the entrepreneurial journey.

Bill is a 1,000-hour, instrument-rated pilot, flying his 1978 Cessna Cardinal

RG, and volunteers as a Command Pilot for Patient Airlift Services (PALS), a

compassion flight organization.


Phone: 770-722-5412



Marks, Todd

Founder, CEO & President, MindGrub

Todd Marks, two-time EY Entrepreneur of the

Year nominee, member of Baltimore magazine’s

40 under 40, and one of The

Daily Record’s Most Admired CEOs of 2019, is

the founder and CEO of Mindgrub Technologies.

Mindgrub, a member of the Inc. 5000 for eight

years running, is a technical agency and creative

consultancy that specializes in award-winning mobile, web, and marketing solutions.

Marks founded Mindgrub in 2002 and has since overseen projects for clients such

as Exelon, Wendy’s, DELL, Under Armour, Yamaha, Crayola, Geico, The Economist,

University of Maryland, and NASA.

Todd Marks was born in Syracuse, New York and spent his first few years living in

upstate New York. Todd began his professional career teaching Math and Computer

Science in Maryland. With the dot-com bubble at a high in 2000, Todd took the leap

and started a digital agency focused on websites and eLearning. Mindgrub’s growth

skyrocketed after Apple’s introduction of the iPhone in 2007, and under his

leadership, the company became one of the first mobile development agencies in the

mid-Atlantic. Eventually, his hard work and vision paid off, as Mindgrub has grown to

over 175 employees and has become a leader in its industry.

Marks, an experienced speaker and futurist, has shared his vision for innovation in

technology and business at conferences such as SXSW, Adobe Max, and Mobile

World Congress, and has been profiled in The Huffington Post, CNN, and Newsweek.

He is chair of the Maryland Tech Council and has provided strategic direction for

many public/private initiatives, including the Maryland Business Relief Wizard, an

online tool released in early 2020 to help businesses better understand how to

navigate federal, state, and local aid programming. He also serves as a member of

the Northeastern Maryland Technology Council Board of Directors, the Economic

Alliance of Greater Baltimore, the Northern Virginia Chamber of Commerce, the

Connected DMV Regional Economic Development Strategy (REDS) Steering

Committee, the Young Presidents’ Organization, and the Loyola University MBA

Program advisory board.


Office: 410-988-2444



Martinez, Augusto J.

Partner, B2B CFO

WHAT I DO Starting with a complimentary

Discovery Analysis (which includes

strategies, suggestions and benchmarking

the company against industry peers), I help

owners of privately-owned companies

improve their freedom of time and money,

improve cash and company value and when

needed, prepare a business to sell. As a partner in the country’s largest CFO services

firm, I offer CFO services to companies that haven’t developed the internal capability

of a strategic CFO, can’t afford it or don’t need a full-time CFO or Exit Planning and

Business Transition service when the owner decides to exit the business.

HOW I DO IT: Using 30+ years of experience in finance, operations and team building,

in Fortune 50 companies and middle market businesses, unique tools and

processes, and the ability to draw on 200 additional partners, I help owners focus on

their key role and strengths to drive strategy and increase the value of the business. I

focus on cash flow, forecasting, cost containment, establishing and tracking relevant

KPI’s, establishing accountability at the P&L line level, getting key information in real-

time from the company’s I/T systems to make good decisions and support the

business. I can also help owners create a working strategic model tied to their long-

term goals, and then budget based on that to enable them to hit their profitability

targets.

WHY IT MATTERS: Many small to midsized business owners have much of their

wealth tied in their business. If the business is in better financial shape, the owner

and his/her family are more secure, it has better access to financing, recruiting and

retaining the right employees, and the firm value increases.

WHO I WANT TO REACH: Privately held businesses with sales between $5M and

$75M that want to increase cash, value, will at some point consider a future Exit

Transition (Sale), and need help in “preparing the house for sale” in order to build

and ultimately achieve the Owner’s key “life” goals and retirement vision.


Phone: 443-741-0558



Michael, Andrew

Administrative Vice President/Commercial

Banking Group Manager, M&T Bank

Andrew is an Administrative Vice President

and Group Manager at M&T Bank in the

Greater Baltimore Middle Market Group.

He is responsible for leading a team of

relationship managers who oversee the

lending and depository relationships for various Middle Market, Healthcare,

and Not-For-Profit organizations in the Greater Baltimore area.

Prior to joining M&T, he was a Senior Systems Engineer at the Johns Hopkins

Applied Physics Laboratory and worked on a wide variety of projects for the

U.S. Navy, the MD State Highway Administration, and Customs and Border

Protection.

Andrew holds an M.B.A from Duke University along with a M.S. in Applied

Physics from Johns Hopkins University and a B.S.in Physics from Clemson

University.

He serves on the boards of the Family Tree, Central Maryland Transportation

Alliance, and the Business Network for Offshore Wind. He and his wife live

with their two sons in Monkton, MD.


Office: 410-244-4887

Mobile: 410-963-3382



Miller, Len

President & Founder, Leonard J. Miller &

Associates, Chartered

Len Miller is president of Leonard J. Miller &

Associates, Chartered in Baltimore, Maryland.

The firm’s singular office serves clients

headquartered in the Mid-Atlantic region who

operate across the country. The firm specializes

in sophisticated auditing, accounting, business

consulting, estate and trust planning and tax services. We pride ourselves in our

creativity and ability to provide proactive advice. Our goal is to identify our client’s

needs before they do. Our company statement is “All accounting firms can give you

answers. We give you ideas.®”

Len graduated from University of Baltimore with a BS in Accounting, magna cum

laude, and received his MBA from Loyola College in Maryland.

Len assists clients with cost accounting issues, business consulting, tax planning

projects, buy/sell agreements and mergers and acquisition planning. Len is a

licensed CPA, a member of AICPA, MACPA and NACVA. He is a Personal Financial

Specialist (PFS) and a Certified Valuation Analyst (CVA) and a Certified Business Exit

Consultant (CBEC). Len has spoken on behalf of the AICPA nationally on technical

topics and consults on a broad range of cost accounting issues. Len has taught Cost

Accounting and Advanced Auditing for the University of Baltimore. He has guided

many clients through transitioning and exiting their business. Len also serves as an

advisor to the board of directors of many businesses.

Smart CEO magazine named Len one of Baltimore's Top 50 Smart CPAs in 2006, one

of Baltimore's Top 40 CPAs in 2008, and SmartCPA in 2012. Len was recognized as

a FIVE STAR wealth manager by Baltimore Magazine in 2011 and 2012.

Len received the SmartCEO Centers of Influence Award for 2016. The Centers of

Influence Award program honors the leadership, innovation, impact and success of

the region's most enterprising accountants, attorneys, and bankers. These

professionals represent the best and brightest in the region and have demonstrated

an unrivaled commitment to their clients.


Phone: 410-539-4600



Molignoni, Justin

Managing Member, Real Science Holding

Company


Phone: 301-722-0484

Mobile:717-433-5390



Mosebrook, Laurie

Director, Technology & Management Consulting, RSM

Laurie is the leader of our Southeast Management

Consulting practice focusing on strategy and advisory

initiatives centered around people, process and

technology. She also leads Technology Assessments,

Business Process Transformation and is the national

Software Selection & Strategy leader. Laurie is

responsible for successfully leading technology and process-based initiatives

in a wide variety of industries, including Manufacturing, Distribution,

Construction, Finance, Not for Profit, Healthcare, and Service. She

collaboratively assists client teams through the introduction of methodology

and the development of procedures, systems and metrics necessary for

success. She helps client work teams and executive teams develop the goals

necessary to achieve success, and helps implement the metrics to measure

that success. Her collaborative approach helps ensure that project teams

understand and accept the responsibilities necessary for successful

completion of their initiatives.

One of Laurie’s key strengths is the ability to assist organizations in defining

and linking digital transformation strategies and process initiatives to real

business value. She accomplishes this through a combination of experience,

effective communication, methodology and effective client team

management.

Her experience in process enhancement and technology-related projects

includes the selection and implementation of ERP systems, assisting

organizations improve their utilization of information technology through

detailed assessments of infrastructure, staffing, applications, and

procedures, and the management of application development initiatives,

including modifications to existing applications and new application

development. Laurie has helped organizations transition effectively from the

integration phase through to the stabilization and optimization period after

software deployment.


Phone: 410-246-8434



Piotrowski, Brian

Practice Director, Accounting, Finance & Banking,

Randstad Professionals

Brian started his career in public accounting as a

Staff Auditor/Consultant for American Express Tax &

Business Services (National public accounting firm

now owned by McGladrey). He then made the switch

to private industry as an Assistant Controller for

Fusion Sales Partners Corporation in Baltimore, MD. After several years in the

field, Brian decided to pursue an opportunity with The Mergis Group (a

Division of the $2.5B Recruiting Firm called Spherion))

The Mergis Group office in Baltimore actively recruited and placed Brian in

his position at Fusion Sales Partners with a substantial raise and a great

quality of life in 2003. After the very positive and successful placement

experience The Mergis Group provided he began to develop the interest and

passion for a career in recruiting. In September 2005, Brian enthusiastically

joined The Mergis Group. In January 2014 they re-branded after being

acquired by Randstad (#2 Recruiting & Staffing Firm in the World) and they

are now called Randstad Professionals.

In his role as an Accounting/Finance Recruiter for Randstad Professionals,

Brian is able to tap his industry experience to quickly find, gain rapport with,

and ultimately introduce top-notch professionals to a vast variety of

companies in the Baltimore and DC Metro areas.


Office: 443-629-8609



AEG DC Preferred Partners


Dobransky, Angie

Founder, RAD Strategic Partners

Angie Dobransky grows people, and she grows

businesses. She understands how business

works, and she’s learned how to maximize

people’s success.

She creates change. Whatever change you

desire. When you work together, you work to develop your vision, try various

strategies to hit key milestones, and employ the key habits and behaviors that allow

you to become what you desire – a successful entrepreneur, a millionaire, a

franchisor, or a retiree on a secluded beach somewhere with your name on buildings

around the world.

Angie’s superpower is helping people find the steps to hit their goals. She is great in

a crisis or difficult situation. She can turn any lemon into lemonade and deal with

any obstacle or thorn objectively and logically. Angie helps people grow into better

versions of themselves and build amazing businesses along the way.

Angie has done a bunch of cool stuff in her life. She spent 20 years in fashion as a

manager, a retail buyer, a wholesaler, and a sales manager. She developed the skills

to set goals, build strategic plans, and hit targets while managing a virtual and

national team. Angie owned a business coaching franchise for a dozen years. She

honed her skills as a coach, began a lifelong journey of development and growth, and

discovered her ability to transform businesses and their owners. She published a

book, Life Lessons in Success, to share her story and teach others what she learned.

Now, she’s built RAD – where she partners with people to build the life and business

of their dreams. Angie speaks all over the world. She gives trainings, workshops,

and talks, taking everything she’s learned and teaches it to the world.


Phone: (301) 879-7873



Mann, Charles

Leasing & Sales Advisory, Verity Commercial

Charles Mann brings over two decades of

sales and business development experience

to Verity Commercial. With Verity, he is a

commercial real estate advisor and assists

with sales and business development efforts

related to Verity’s project management, brokerage, and investment services.

His experience includes managing daily operations and business development

efforts of his government contracting and marketing business. He also aided

in the business development efforts of companies such as University Health

System, Alliance Engineers, and the Mechanical Design Group. As a consultant

for an MEP engineering firm, he contributed to the firm’s revenue growth of

$15-million to over $100-million in three years.

Charles is a former 12-year veteran of the NFL and four-time NFL Pro Bowl

Player and proud member of the 70 All-Time Great Washington Redskins. In

2016, Charles graduated magna cum laude from Strayer University with an

MBA.


Phone: (703) 435-4007x116



Mesmer, Cindy

Business Development Manager,

GovConPay

GovConPay by Payroll Network is the first and

only Payroll and HR technology company

focused solely on serving the needs of

government contractors. GovConPay has

developed custom solutions that will unify

DCAA-compliant ERP systems, such as Deltek and Unanet, with a robust payroll

and HR technology platform. This knowledge and process-based approach has

proven to be a winning formula as we now support the payroll and HR needs

of over 100 government contractors nationwide.


Phone: (301) 351-1300



Van Dyke, Bill

Founder, Paradigm Mortgage Services

Bill Van Dyke is the Founder and CEO of

Paradigm Mortgage.

After a career in Corporate Finance, Bill

created Paradigm Mortgage to help people

get the best mortgage loan for their needs, while providing the level of service,

which had been expected in the world of corporate finance. Over 25 years later

Paradigm Mortgage has helped thousands of people get their best mortgage

and made it a pleasant experience.

Bill is the first graduate of the University of Maryland’s Individual Studies

Program, with a degree in Sports, Leisure and Entrepreneurship. He continues

to put his academic studies into practice to this day.

As an alumnus, Bill has served the University as a volunteer in many roles –

President of Theta Chi Fraternity House Corporation, Chairman of the Robert

H. Smith School of Business Golf Tournament, President of the Colonnade

Society and Chairman of the President’s Circle.


Phone: (301) 941-1992



Young, Joe

President, GovConPay

GovConPay by Payroll Network is the first and

only Payroll and HR technology company

focused solely on serving the needs of

federal government contractors. GovConPay

has developed custom solutions that will

unify DCAA-compliant ERP systems, such as

Deltek and Unanet, with a robust payroll and HR technology platform. This

knowledge and process-based approach has proven to be a winning formula

as we now support the payroll and HR needs of over 150 government

contractors nationwide.


Phone: (301) 339-6006


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