The Innovators & Investors Podcast: Connecting the Startup Ecosystem. We are on a mission to bridge the gap between founders, investors, and industry leaders across the early-stage ecosystem. By bringing together visionaries from cutting-edge startups, venture capitalists, family offices, angel investors, accelerators, and studios, we offer a platform for sharing invaluable insights, market trends, and first-hand experiences. Whether you’re an entrepreneur navigating the challenges of building a business or an investor seeking opportunities in emerging technologies, our podcast provides a front-row seat to the dynamic world of innovation and investment. Tune in to gain a comprehensive understanding of the startup landscape, stay ahead of the curve, and benefit from the collective wisdom of those shaping the future. Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/
Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond
Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond
Jennifer Flynn is the Vice President of CPA Partnerships at Source Advisors, a consulting firm that provides customized tax solutions to real estate owners, multi-state enterprises, inventory-focused companies, and businesses with R&D activities. For 20 years, she has consulted businesses in a variety of industries and sizes. Source Advisors and Jennifer aid clients through their diverse business solutions and industry leading expertise.…
Aaron Levine is the founder and owner of LG Insurance Agency, a team of professionals who provide personalized and reliable insurance solutions to individuals and businesses in New Jersey. For 18 years, Aaron has built LG Insurance on the values of trust, integrity, personalization, and community. He has further built his community through his podcast, “Who You Work With Matters, where he discusses important topics affecting the insurance industry and beyond.…
Welcome to the CG Business Advisor Podcast's 2024 Year in Review! This year, we’ve seen transformative conversations on business leadership, automation, and community impact. We kicked off with a look at intelligent automation, with Alan Hester from Nividous Software, who discussed how AI and robotics are streamlining operations. As we look forward to the future, talent acquisition expert Gene Holtzman discussed how businesses are innovating their approach to recruitment, ensuring success in a competitive job market. In the nonprofit space, Lunch Break’s Gwendolyn Love and Jill Gwydir detailed their mission to provide essential services to communities in need. Meanwhile, Eric Lubin introduced the inspiring “Lil’ Heroes for Hope” gala, raising funds for children with rare diseases and Kyle Dunleavy of CURE Auto Insurance reminded us all of the importance of community engagement, as he worked toward a world without blood cancer, fundraising for the Leukemia & Lymphoma Society. On a personal level, we welcomed Deb Sundermann as CG's new Managing Director. She brings extensive experience, focusing on advisory and healthcare services, setting the stage for new leadership. Thank you for being part of our journey in 2024. Stay tuned for more insights in the year ahead!…
Alan Hester is an entrepreneur and leader with proven success in the tech field for over 25 years. He is the president of Nividous Software Solutions, a company passionate about helping businesses work at peak efficiency using three pillars of intelligent automation: robotic process automation, artificial intelligence, and business process management. Alan’s previous experience with companies such as Xerox and Freedom Mortgage have contributed to his accomplishments as a member of the leadership team at Nividous.…
Gwendolyn Love and Jill Gwydir are both members of the leadership team at Lunchbreak, a New Jersey nonprofit that provides food, clothing, life skills, and fellowship to those in need. Gwen, the current Executive Director of Lunch Break, was previously the community director for a partnership between the Township of Neptune, New Jersey and the state’s Urban Coordinating Council that helps communities in need of revitalization. Jill, has also worked for many non-profit organizations, such as the YWCA of the City of New York, and the Multiple Sclerosis Society. Both Gwen and Jill’s passion for community outreach combined with the support of an incredible staff, Board of Directors, volunteers, and donors has helped Lunch Break provide residents of Monmouth County and beyond help for today and hope for tomorrow.…
Eric Lubin is the Co-Managing Partner at Lomurro Law and a member of the Spring Lake Hope Foundation Board of Advisors. The Spring Lake Hope Foundation is a nonprofit organization that helps children with rare illnesses and special needs. Individuals and companies have the opportunity to support these “Lil Heroes” and become members of a project known as “Lil Heroes for Hope”. The companies and individuals fund the project by contributing annually to the foundation. On August 1st they are hosting an “Under the Stars” gala to raise money for the foundation and their “Lil Heroes for Hope” project. https://www.springlakehopefoundation.org/…
With more than 10 years’ experience in corporate recruiting, Kyle Dunleavy is a Senior Recruiter at CURE Auto Insurance. He recently became involved with the New Jersey Chapter of the Leukemia & Lymphoma Society as a 2024 ‘Visionary of the Year’ candidate, and is working with his team towards building a world without blood cancer.…
March is Woman’s History Month, and last week, the world came together to celebrate International Women’s Day and all the talented, determined, and compassionate women in our lives. During Women’s History Month, we commemorate the extraordinary, inspiring, and lasting impact woman have left on society. Today, Danielle Bagdzinski and Abbie Lohrmann of Cg’s marketing and recruitment team, are going to discuss the origin and history behind International Women’s Day, this year’s theme, who inspires them, and much more.…
Gene Holtzman is the President of Mitchell Martin, Inc., a recruitment agency he founded in 1984. For over 30 years, Mitchell Martin has been a distinguished recruitment organization consisting of over 100 professionals who build talent pools of pre-qualified candidates for companies in the information technology, professional services, and healthcare industries. Gene has built his business around the philosophy of not just filling jobs, but enabling growth and inspiring success for his clients.…
After co-founding Cg Tax, Audit & Advisory more than 40 years ago and bringing the firm to an extraordinary level of success, Don Cowan, is turning over the role of managing director to Deb Sundermann. Deb joined Cg in 1996, and has focused her accounting career on advising healthcare professionals and physicians in a multitude of areas. Deb is also a member of several boards and organizations including the Meridian Health Professional Care Committee, Hackensack Meridian Health Foundation, and CPC Behavioral Healthcare. The Cg Team is thrilled to welcome Deb into this new role and looks forward to sharing a little more about Deb, her experience, and what’s she’s looking forward to.…
On this special year end episode, we highlight our most listening to conversations of 2023, featuring Tina Larsson, the co-founder and owner of The Folson Group, talking about how to Build a Business With What You Know, Alyssa Gelbard, the Founder and CEO of Point Road Group, telling us Your Team is Your Brand, and Janet Falk, explaining how to to Create & Monitor Your Marketing RBI.…
Tim Campsall is the owner of TBC ActionCOACH of Indiana, and serves as a business and executive coach for successful business owners who want to take things to the next level. At TBC ActionCOACH, Tim teaches business owners how to get back their time, find and retain good employees, and make more money. Using the experience he gained as a professional in corporate business, and as a business owner himself, Tim is able to relate to his clients and guide them on a path to success.…
The United Way of Monmouth & Ocean Counties (UWMOC) is a New Jersey nonprofit organization that bridges the gaps to education, financial stability, and health for every person in the community. On this episode, we have Lori McClane, UWMOC President and CEO; Christine Jagerburger, UWMOC Vice President of Community Impact; and Patti Harvey, UWMOC Vice President of Engagement to discuss their mission, vision, and the important work UWMOC does to better the community.…
Eric Balis is the Fractional VP of Sales and Founder of Top Tier Sales Advisors, focusing on building businesses a roadmap to more sales and increased success. Eric helps business owners create sales infrastructure components and sales leadership, often leading to record-breaking sales results for his clients.…
Ryan Charterina is a Professional Entrepreneurial Operating System® Implementer® at EOS Worldwide, serving as a facilitator and coach to business owners. Using EOS, Ryan provides the tools and disciplines necessary to run a better business, so business owners can live better lives. As an entrepreneur himself, Ryan brings firsthand experience and knowledge to the table allowing him to connect with his clients and lead them on the best possible path to success.…
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