Fast tracked future leaders with extraordinary intellect, work ethic, and values. These are our Next Generation of Leaders.

The CHBA certification program is a platinum standard designation for qualified subject matter experts who believe their purpose in life is to help others. BOAC certified Closely Held Business Advisors will be recognized as BEST IN CLASS. The CHBA designation will be a respected certification, likened to the CFP, CEPA, CM&AA. If you are a business owner or an advisor of a b

Long Island entrepreneurs get the chance to bring their dreams to fruition in this private and confidential forum. They present their ideas to the hornets in the nest – five to eight titans of industry who made their own dreams a reality and turned their ideas into lucrative empires. The contestants try to convince any one of the hornets to invest money and time in their idea.

Modeled after the Heckerling Trust and Estates conference, this will be a Long Island based educational conference designed for those who advise on tax mitigation, asset protections, and wealth preservation.

Gay, minority, and women entrepreneurs collaborating to enhance lives, enhance experiences, and enhance outcomes.

The Minority and Women’s Business Enterprise Symposium helps minority and women business owners to certify with the State and take advantage of current and upcoming State procurement opportunities and billions of dollars in State procurement opportunities.

Relationship building with Long Island’s best and brightest.

Roundtable discussion designed to empower philanthropists and not-for-profit organizations with cutting edge recommendations to more efficiently and effectively meet their objectives.

The Signature Program. Private and customized workshops for 8 select owners and their CFO. Conducted by our best and brightest owners & advisors, designed to maximize efficiency and enterprise value, as well as providing the optimal experience throughout the business owner journey.

High profile out of market economists and market experts will provide their insights, outlook, and analysis, as well as inovative strategies you should consider NOW.

An extraordinary panel of subject matter experts providing updates and a market outlook, as well as specific MUST KNOW growth strategies to consider for immediate implementation.