Sponsors
Thanks to our fantastic sponsors we are able to offer these valuable resources at a modest cost.
Major Sponsors
- FORCE pkg
- Kozloff Stoudt Attorneys
- RKL LLP
- Truist
Program Sponsors
- Herbein + Company Inc.
- JP Morgan Chase & Co.
- Zerbe Photography
Family Champion Sponsors
- Diamond Credit Union
- Gage Talent & Business Solutions | Gage Personnel
- M&T Bank
- Orrstown Bank
- The High Center
Subject Matter Experts
We have a full range of experts in many disciplines to assist you with those issues that are critical to your business success. These professionals can offer 45 minute one-on-one consultation at your office or their location.
If you wish to speak with an expert, please contact Jackie Stiles, Vice President of Business Development and Special Programs.
Business Valuation & Succession Planning
Laurie Peer
Partner
RKL LLP
Edward C. Renenger, Esq.
ESOPs
The Stevens & Lee Companies
Jay R. Wagner, Esq.
Business Transition & Estate Planning
The Stevens & Lee Companies
Commerical Insurance
Matt Jabbour
Business Insurance Agent
Truist Insurance Services
Employee Benefits
James B. Longacre, Esq.
Executive Compensation and Benefits
The Stevens & Lee Companies
Financial Management
Gretchen Naso, CVA, MBA
Practice Leader, Business Consulting Services Group
RKL
Financing
Rebecca Heim
SVP, Commercial Banker
Truist
Andrew Umphrey
AVP, Commercial Banker
Truist
Human Resource Consulting, Outsourcing, Compensation & Benefits
Laurel Cline
Senior Associate
Herbein + Company
Lori Gliva, SPHR, SHRM-SCP
Senior Associate
Herbein + Company
Scott Smith, SHRM-SCP
Senior Associate
Herbein + Company
Investment Management
Evan Hand
Truist Investment Advisors
Legal Professionals
George Balchunas, Esq.
Shareholder & Director, Business & Banking
Kozloff Stoudt Attorneys
Dan Becker, Esq.
Shareholder & Managing Director, Small Business
Kozloff Stoudt Attorneys
Brian Boland, Esq.
Shareholder & Director, Estate Planning
Kozloff Stoudt Attorneys
Jeffrey R. Elliott, Esq.
Employment/HR Issues
Kozloff Stoudt Attorneys
Andrew George, Esq.
Shareholder, Estate Planning
Kozloff Stoudt Attorneys
Peter Schuchman, Esq.
Shareholder & Director, Litigation
Kozloff Stoudt Attorneys
Charles Shurr, Esq.
Shareholder, Banking
Kozloff Stoudt Attorneys
Marketing & Design Strategy
Tom Newmaster
Partner
FORCE pkg.
Mergers & Acquisitions
John A. Harenza, Esq.
Corporate/M&A
The Stevens & Lee Companies
Brian Dettmann
Investment Banking Managing Director
Truist
Ryan P. Hurst, ASA
Partner & Transaction Advisory Services Practice Leader Business Consulting
Services Group
RKL
Operational Consulting
Robert Pozesky
Practice Leader, Business Consulting Services Group
RKL
Packaging & Brand Development
Brian Harper
Partner
FORCE pkg.
Retirement Planning, Life Insurance & Financial Planning
Mike Bucklin
Private Wealth Advisor
Truist
Tax Services
Richard M. Botwright, Esq.
State and Local Tax
The Stevens & Lee Companies
Michael R. DePaul, Jr. Esq.
Partner, Tax Services Group
RKL
Wealth Management
William Onorato, JD, MBA
Senior Wealth Strategist
RKL Wealth Management
Laurie M/ Peer, CPA, CFP
Partner & President
RKL Wealth Management