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Speakers/Workshops

    • 22-Feb-2019
    • 8:00 AM - 9:30 AM
    • Five Star Bank at City Gate
    Register

    Presenter: Lori Jansen, CPA

    Tax returns for 2018 will be different in many ways. Careful consideration of the multi-faceted changes is necessary to plan for tax reporting, withholding, estimated payments and more.

    Three Key Learnings the audience will take away from this program:

    Key Learning #1: Tax Cuts and Jobs Act of 2017

    Key Learning #2: Changes to individual deductions, tax rates and more

    Key Learning #3: Changes to business deductions, tax rates, entity type considerations

    Lori JansenLori is a Certified Public Accountant in the State of NY. Originally from Binghamton, NY, Lori graduated with her Bachelor of Science degree in accounting from Nova Southeastern University in Ft. Lauderdale, FL. She began her public accounting career with Grant Thornton's South Florida audit practice, and later returned to NY to be closer to family. Since then Lori has worked in various firms performing financial audits, providing tax services to businesses and individuals, as well as quality control consulting to other CPA firms in preparation for peer review. Lori is currently working on becoming a certified peer reviewer with the AICPA.

    Lori is a past president of the Southern Tier chapter of the NY State Society of CPAs, and just completed a term on the Board of Trustees for the NYSSCPA's Foundation for Accounting Education, and has served on various other non-profit boards over her career.

    In her spare time, Lori enjoys crocheting, attending rock concerts and plays women's flat-track roller derby.

    Refreshments will be available.

    Meeting Sponsorships are available. Contact Michael Van der Gaag at programs@rochesterconsultants.org for more information.

    Here's a Map to Five Star Bank, City Gate

    For a description of where to park, CLICK HERE.




    • 08-Mar-2019
    • 8:00 AM - 9:30 AM
    • Five Star Bank at City Gate
    Register

    Presenter: Russ Ziskind

    Ultimate Goal: Keep the computer systems running and make sure our data is SAFE.

    Key Learning #1: Important Terms

    Key Learning #2: Security

    Key Learning #3: Backups

    Russ Ziskind


    Started Accucom Computer Services, an Outsourced IT services company, in 1994 in Syracuse NY, and rebranded to Gemini Technical Services in 2002. In 2010, along with starting and running ZOS Communications, a mobile software platform company in the location and geofencing space where Russ developed 12 patents, he added Rochester to the Area's being served by. Gemini Technical Services.

    Gemini Technical Services - An outsourced IT Service Provider, taking care of the computer and network needs of small to medium business in the CNY and WNY areas being served by Gemini Technical Services

    Refreshments will be available.

    Meeting Sponsorships are available. Contact Michael Van der Gaag at programs@rochesterconsultants.org for more information.

    Here's a Map to Five Star Bank, City Gate

    For a description of where to park, CLICK HERE.




    • 22-Mar-2019
    • 8:00 AM - 9:30 AM
    • Five Star Bank at City Gate
    Register


    Presenter: Tracy P. Jong, Esq.

    Having the right contract provisions can help save your business from future headaches. The law is an important tool. Tracy will review some contract provisions that you should consider including in your service agreements or online terms of service. Learn from an attorney that works with many small businesses how to avoid typical pitfalls and rookie mistakes in your contracts..

    The participants will learn these Key Learnings:

    • Key Learning #1: What belongs in your contracts
    • Key Learning #2: What to remove from your contracts
    • Key Learning #3: How to make the contracts fair to both parties

    TracyJong

    Tracy P. Jong, ESQ.is registered to practice before the United States Patent and Trademark Office (USPTO) (Registration No.: 56105), the Western District and Southern District of New York (federal court) and the State Bar of New York. In addition to a Doctor of Law, Tracy has scientific and technical training in the chemical arts as well as many years of private legal practice and government experience. Tracy is active in all two core practice areas of the firm: Intellectual Property and Restaurant, Winery & Liquor Law. Tracy is a regular presenter at numerous Bar Association seminars on patent and intellectual property law, including the recent America Invents Act and its impact on the U.S. patent application process. She has also offered intellectual property-related courses through Rochester Public Library, Rochester Info-Courses and other venues to provide useful information to the general public interested in protecting the assets. Tracy has written several PDH courses on topics such as patent searches, strategies with prior art, and the new patent laws. Tracy is also an active member of the American, New York, and Monroe County Bar Associations, the Rochester Professional Consultants Group, the Greater Rochester Area Women’s Bar Association, and the Rochester Intellectual Property Law Association.

    Refreshments will be available.

    Meeting Sponsorships are available. Contact Michael Van der Gaag at programs@rochesterconsultants.org for more information.

    Here's a Map to Five Star Bank, City Gate

    For a description of where to park, CLICK HERE.




    • 12-Apr-2019
    • 8:00 AM - 9:30 AM
    • Five Star Bank at City Gate
    Register


    Facilitator:: Bob Lurz, Consultants Accelorator

    A panel of successful consultants share marketing techniques that work for them. Peter Burns: Burns Digital Imaging, Katherine O’Brien: ROC City Consultants, David Powe: AIOPX Management Consulting, and Mary Sperr: Blue Lilac Marketing, bring you the real-life marketing approaches that make them successful.

    Also, they tell about pitfalls and lessons they learned the hard way, plus tips and advice for people starting or improving their business.

    Their stories and insights can apply to any small business.


    Bob Lurz of Consultants Accelerator will facilitate the panel.


    Refreshments will be available.

    Meeting Sponsorships are available. Contact Michael Van der Gaag at programs@rochesterconsultants.org for more information.

    Here's a Map to Five Star Bank, City Gate

    For a description of where to park, CLICK HERE.




    • 26-Apr-2019
    • 8:00 AM - 9:30 AM
    • Five Star Bank at City Gate
    Register


    Presenter: Dave Bassett

    OK. You’ve come up with a great idea that’s going to set the world on fire. How do you protect your idea so you can monetize that idea? Getting a patent could be a great tool. But there are some ‘do’s and don’ts’ that you should know before you try to get a patent. At this talk, you will get the following:

    An overview of the patent system and a (brief) overview of some other intellectual property protection tools (copyright, trademark, & trade secret) are available;

    Some ‘do’s’ that are usually necessary to get a patent; AND

    Some ‘don’ts’ that an inventor needs to avoid to keep from making their own invention un-patentable.

    The participants will learn these Key Learnings:

    • Key Learning #1: Things to do to help keep your invention patentable
    • Key Learning #2: Things to not do that might make your invention un-patentable
    • Key Learning #3Learn an overview of what tools are available to protect your IP and specifically learn about the patenting process  Learn about the patenting system. Whether patenting is new to you or you already have a large portfolio to your name, you will learn more about inventions and protecting them.

    Dave Bassett

    Dave has been a Patent Agent registered to practice before the US Patent and Trademark Office since 2004 and has experience in optics, acoustics, mechanical, business method, computer, chemical, and biomechanical utility patenting and design patenting. Dave has experience with a wide range of services practicing before the US Patent and Trademark Office including filing provisional patent applications, non-provisional patent applications, patent cooperation treaty applications, assignment agreements, patent issuance fees, and successful patent prosecutions.

    Refreshments will be available.

    Meeting Sponsorships are available. Contact Michael Van der Gaag at programs@rochesterconsultants.org for more information.

    Here's a Map to Five Star Bank, City Gate

    For a description of where to park, CLICK HERE.




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