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VOLUME 33 - ISSUE 12 DECEMBER 2014The Official Newspaper of HIA-LI

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HIA-LIʼS UPCOMING EVENTS 5Committee meetings, Executive Breakfasts, and not-to-be-missed events in December

HIA-LIʼS CEO BRIEF 7Featuring John Kanas, President & CEO of BankUnited and BankUnited, N.A.

HIA-LIʼS INDUSTRY LISTS 24-33Gain exposure with featured PR Firms, Marketing Firms & Advertising Agencies

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HIA-LIʼs Those Who Make a Difference Awards GalaCONGRATULATORY SECTION 19-21

Top Execs share insights on overcoming

challenges women face in the workplace

PAGE 3

Top Execs share insights on overcoming

challenges women face in the workplace

PAGE 3

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HIA-LI’S UPCOMING EVENTS 5Committee meetings, Executive Breakfasts, and not-to-be-missed events in January

HIA-LI’S CEO BRIEF 7Featuring Carol Allen, President & CEO of People’s Alliance Federal Credit Union

HIA-LI’S INDUSTRY LISTS 10Fulfill all your accounting needs with this list of CPA HIA-LI members

CALL TODAY FOR EARLY INCENTIVE PRICING!6 3 1 - 5 4 3 - 5 3 5 5 • W W W. H I A - L I . O R G •   M O R E I N F O O N P A G E 4

VOLUME 34 - ISSUE 1 JANUARY 2015The Official Newspaper of HIA-LI

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W H A T ’ S I N S I D E

PresidentTerri Alessi-Miceli(631) 543-5355

OFFICERS

Chairperson of the Board

Rita DiStefanoPortnoy, Messinger,Pearl & Associates(516) 921-3400

First Vice Chairperson

John BauerLittler Mendelson, P.C.

(631) 293-4525

Second Vice Chairperson

Joe CampoloCampolo, Middleton &

McCormick LLP(631) 738-9100

Corporate SecretaryCarol Allen

People’s Alliance Federal

Credit Union(631) 434-3500

TreasurerRobert QuarteAVZ & Co., P.C.

(631) 434-9500

DIRECTORS

Robert DesmondAIRECO Real Estate Corp.

(631) 273-4255

Joseph GarofaloIsland Christian Church

(631) 822-3000

Susan H. GubingCareer Smarts

(631) 979-6452

Rudy HolesekApollo HVAC

(631) 242-8787

Ralph JamesBrookhaven National

Lab(631) 344-8633

Christopher KentFarrell Fritz

(631) 367-0710

Anthony ManettaStandard Advisors Group

(631) 270-7425

Kevin O’ConnorBridgehampton National Bank

(631) 537-1001

Ann-Marie ScheidtSUNY Stony Brook(631) 632-7006

Anne Shybunko-MooreGSE Dynamics

(631) 231-1044Michael Voltz

PSEG Long Island(631)-755-3417

David WinchesterCleanTech Rocks(516) 680-6811

Dr. Elana ZolfoADDAPT

(631) 338-1697

LIFETIME BOARD MEMBERS

Fred EisenbudLaw Office of Frederick

Eisenbud(631) 493-9800

Ernest E. HoffmanW& H Stampings(631) 234-6161

Jack KulkaKulka Construction Corp.

(631) 231-0900

Anthony LeteriLeteri Waste Services

(631) 368-5533

Allan LippolisSuperior Washer &

Gasket Corp.(631) 273-8282

Arthur Sanders

Institute of Management Accountants

(516) 697-3900

LIFETIME BOARD MEMBERS EMERITUS

Thomas J. Fallarino. CPA(631) 543-1774

Richard S. Feldman, Esq.Rivkin Radler LLP(516) 357-3000

Howard KipnesCedar Knolls Inc.(631) 231-1518

Nicholas M. Lacetera Peoples Alliance Federal

Credit Union(631) 874- 9589

John RebecchiDisc Graphics

(631) 300-1158

Marci Tublisky(631) 269-9628

Norman WeingartCommunications

Specialist(631) 543-5355

Ed Pruitt (Posthumously)

CEO

BUSINESS DEVELOPMENT

Ann-Marie Scheidt(631) 632-7006

Stony Brook Univerisity

Tony Borelli(516) 391-0300 x396Mass Mutual Financial

Group

EDUCATION/WORKFORCECONNECTION

Sue Gubing(631) 979-6452Career Smarts

Dianne Faria(631) 231-1870

Robert Half

ENERGY/UTILITIES/INFRASTRUCTURE

Jack Kulka(631) 231-0900

Kulka Construction Group

ENTERTAINMENT/SPORTS

Carmella Fazio(516) 297-9011All Island Media

ENVIRONMENTAL/GREEN INDUSTRIES

Lilia Factor Esq.(631) 493-9800

Law Office of Frederick Eisenbud

Tom Fox(516) 364-9890D & B Engineersand Architects

GOVERNMENT RELATIONS

Jack Kulka(631) 231-0900

Kulka Construction Group

HEALTHCARE

Christine Ippolito(631) 539-6112

Compass Workforce Solutions

Jim Hoolahan(516) 408-4654Employee Care

Resources

HUMAN RESOURCESJoan Convery

(631) 471-1215Community Development

Corp of Long Island

Lucille Mavrokefalos(631) 487-9091

New Life HR Solutions

MANUFACTURING/INTERNATIONAL TRADE

Anne Shybunko-Moore (631)231-1044GSE Dynamics

John Lombardo(631) 851-6200Suffolk County

Community College

MEMBERSHIP

Raffelina Cipriano(917) 440-1925

Primerica

Rich Isaac(631) 231-3538Sandler Training

MENTORING/NETWORKING

Michael Capaldo(516) 984-5388Michael Capaldo

Employee Benefits

Maureen LaPlaca (631) 499-3100Spectragraphic

Printing & Mailing

SALES & MARKETING

Joy Graceffo(631) 427-1083

L.I. Educational Software and Training

Miriam Hubbard(516) 338-5454

PBI Payroll

SECURITY

Allan Lippolis(631) 273-8282

Superior Washer & Gasket Corp.

TECHNOLOGY FOR BUSINESS

David Pinkowitz(631) 491-5343

DCP Marketing Services LLC

John DeMartino(917) 388-8871

M icrosoft

YOUNGENTREPRENEURS/

EXECUTIVES

Betsy Jacob(516)396-9329Sage Solutions

Robert Dooley(631) 730-8686

McGiff Halverson, LLP

The Hauppauge Reporter - The Official Newspaper of the HIA-LI - (USPS 017-655) - is published monthly by the HIA-LI, 225 Wireless Blvd., Suite 101. Hauppauge, NY 11788. Application to mail at Periodical Postage Rate is accepted at Smithtown, NY 11787. POSTMASTER: Send change of address notices to HIA-LI at the address noted above to HIA-LI, Editor, Phone (631) 543-5355, info@hia-li.org. The HIA-LI does not endorse the classifieds/display advertisements or neccessarily agree with the opinions expressed in the articles written for this newspaper. Total number of copies (net press run 3,301, Paid-In-County Subscriptions 2,163, Paid Outside - County Subscriptions 638, Distribution Outside the Mail 200, Copies not Distributed 300, Total 3,301.

MANUFACTURING REVITILIZATIONProfile manufacturing on LI helping obtain funds to operate more efficiently and create opportunities for a skilled manufacturing workforce.

WORKFORCE DEVELOPMENTDevelop solutions to attract, blend and retain employees and keep youth on LI.

HEALTHCAREExplore existing and emerging strategies for containing healthcare costs.

INFRASTRUCTUREIdentify and develop plans to address critical infrastructure needs of the Hauppauge Industrial Park that will foster the continued growth of business.

ENVIRONMENT OF BUSINESS SUCCESSCreate forums to educate and connect business growth and survival. Promote the HIA-LI Annual Trade Show and conference as a forum for important connection and discussion on economic, business, and workforce development issues.

ALTERNATIVE ENERGY “GO GREEN”Profile and promote energy efficiency to HIA-LI members. Educate and showcase environmental and energy services.

VIRTUAL HIA-LIEnable our members to collaborate, connect and deliver added value by sharing knowledge with current and future members and the global world.

631-543-5355 • WWW.HIA-LI.ORG

HIA-LI OFFICERS, DIRECTORS & BOARD MEMBERSHIA-LI POSITIONING STATEMENT & INITIATIVESHIA-LI IS THE RECOGNIZED VOICE FOR BUSINESS ON LONG ISLAND; A POWERFUL FORCE AND ECONOMIC ENGINE FOR REGIONAL DEVELOPMENT. OUR MEMBER COMPANIES REPRESENT TENS OF THOUSANDS OF BUSINESS PROFESSIONALS.

HIA-LI COMMITTEES AND CHAIRPEOPLE

HIA-LI JANUARY CALENDAR OF EVENTS 5

HIA-LI’S CEO BRIEF FEATURING CAROL ALLEN 7

HIA-LI’S LEADERSHIP TALKS WITH BRIAN PARSLEY 9

HIA-LI’S INDUSTRY LISTS: CPAs 10

HIA-LI’S SALES TALKS WITH CLAY CLARK 21

WELCOME NEW MEMBERS 24 - 25

HEARD AROUND THE ISLAND 27

By Pamela WinikoffPAW Communications

Six Long Island businesswomen sat before a packed audience at the recent “Women of Influence”

Executive Breakfast and offered an up close and personal accounting of the true grit required to earn a ”seat at the table.” While some were asked by male counterparts to fetch coffee at board meetings and others were queried about which top executives they represented or spent an intimate evening with, not a shard of glass was evidenced on the panel members, each of whom broke through the glass ceiling with class, confidence and poise. The awe-inspiring event was moderated by Hillary Needle, President of Hillary Needle Events, who coaxed her colleagues to share anecdotes of the vulnerabilities and victories they experienced while making their way along the road to success.

In welcoming guests to the breakfast meeting, held at the Hamlet Golf and Country Club on December 5th, HIA-LI President Terri Alessi-Miceli explained the origins of the breakfast series, now in its fourth year. “Conversations with Senator Kirstin Gillibrand in 2010 were the catalyst. We wanted to help women understand the key role they play as economic engines by owning their own successful businesses.” By way of a pre-recorded video, the Senator spoke about the value women play in leadership roles. “As we continue on the path to economic recovery, women must play a role. Women represent half of the American workforce. In New York State, half of all businesses are owned by women. Yet, women earn an average of 70 cents on the dollar when measured against men. When women share in equal pay, we will strengthen the middle class.”

Approximately four thousand Long Island

businesses are owned by women, including 3 panelist-owned companies. In addition to Hillary Needle Events, Enright Court Reporting was formed by panelist Colleen West over 20 years ago, and Schwartz and Ciesinski, LLP, by managing partner and panelist Kim Ciesinski, who specializes in a unique brand of “empowered divorce.“ Dr. Kimberly Cline, President of Long Island University, Icema Gibbs, Director of Corporate Social Responsibility for JetBlue Airways and Stella Mendes, Managing Director of FTI Consulting comprised the remaining panel members.

Each panelist weighed in on a variety of topics, ranging from identifying the single defining moment in her career, a favorite inspirational quote, the unique challenges faced by women in the workplace and a personal instance in which “saying no” produced “a stomachache.” Pinpointing the defining moment in her career with a touch of humor, Ms. Gibbs revealed, “I was with an established company when I was approached to join an airline that had no airplanes, no name and no workforce.” Sensing the opportunity as pivotal, she accepted the offer with a then fledgling airline, today known as JetBlue. Asked to start up a bank, Stella Mendes described what it was like to go from a well-paying position to working for a start-up that had no assets, staff or physical branches. “Who starts a bank?” she quipped. For Mendes, it was “the best decision I’ve ever made. It made me who I am today.”

For Ms. Needle, the transformation from staff member to business owner was fraught with some degree of uncertainty. Casting off titles as Director of Development (for the American Heart Association) and Executive Vice President (for a prominent events planning corporation), she threw caution to the winds and hung out her own shingle in 2009. “As women, we worry about everything in the entire world.”

Despite having a well-conceived business plan, starting a business is not for the meek of heart.

Dr. Cline, an attorney and MBA who went on to achieve a stellar career in educational administration and today is President of Long Island University, attributes her success in part to “having a great husband and children who pitch in”. Dr. Cline

previously served as President of Mercy College, Vice Chancellor and Chief Financial Officer of SUNY, Vice President for Finance and Administration at Seton Hall University and University Attorney and Assistant Vice President for Business Affairs at Hofstra University, her alma mater.

Describing the day she was driving to her court-reporting job with a well-established firm, Colleen West thought to her, “If others can be successful in their own business, so can I.” In 1991 she started Enright Court Reporting which has grown to a staff of over thirty court reporters serving the Metro New York area.

Central to landing a seat at the table is the belief that one belongs there. Out-of-

the-box thinking is also constructive. For Ms. Ciesinski, building a better mouse trap was the key to her approach to the practice of matrimonial law. “Our system is not equipped to address matrimonial law effectively so I decided to focus on a collaborative team approach that keeps divorce out of the courts.” Ciesinski helps clients navigate their way through the divorce process, which she believes is a very

different process for women than for men.As exemplified by the illustrative women who participated at the 4th Annual “Women of Influence” breakfast series, support from families, colleagues and the Village along with brain, brawn and heart are the critical ingredients needed to achieve success in any profession.

Join us for HIA-LI’s Annual Meeting & Legislative Breakfast on January 16, 2015 and meet your local and state representatives as they discuss 2015 forecasts, initiatives, and updates. To register: call 631-543-5355 or visit www.hia-li.org

TOP EXECUTIVES SHARE PEARLS OF WISDOM ON BREAKING THROUGH THE GLASS CEILING

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Moderator:

Jack Kulka, CEO of Kulka Construction

Invited Dignitaries:

U.S. Senator Chuck Schumer

U.S. Congressman Peter King

U.S. Congressman Lee Zeldin

State Senator John Flanagan

State Senator Tom Croci

NYS Assemblyman Mike Fitzpatrick

Suffolk County Executive Steve Bellone Town of Smithtown SupervisorPat Vecchio

register today! call 631-543-5355members: $50 • non-members: $65 register online at www.hia-li.orgPayment & Registration required Pre-Register to avoid $5 Walk-in Fee No refunds

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HIA-LI CALENDAR OF EVENTS: JANUARY 2015HIA-LI COMMITTEE MEETINGS

TUESDAY, JANUARY 6TH - 8:30 AMHealthcare Committee at the HIA-LI Office

WEDNESDAY, JANUARY 7TH - 8:30 AMTechnology for Business Committee at the HIA-LI Office

THURSDAY, JANUARY 8TH - 8:30 AMHuman Resources Committee at Clearvision Optical office

THURSDAY, JANUARY 8TH - 8:30 AMTrade Show Advisory Committee

FRIDAY, JANUARY 9TH - 8:30 AMSales & Marketing Committee at the HIA-LI Office

WEDNESDAY, JANUARY 14TH - 3:00 PMEducation & Workforce Connection Committee at the HIA-LI Office

THURSDAY, JANUARY 22ND - 8:30 AMBusiness Development Committee at the HIA-LI Office

FRIDAY, JANUARY 23RD - 8:30 AMMentoring/Networking Committee at the HIA-LI Office

MONDAY, JANUARY 26TH - 8:30 AMEnvironmental/Green Industries Committee at the HIA-LI officeWEDNESDAY, JANUARY 28TH - 8:30 AMYoung Entrepreneurs Committee at the HIA-LI Office

NETWORKING EVENTS

FRIDAY, JANUARY 16TH - HIA-LI’s Annual Meeting & Legislative Breakfast8:00 AM to 10:30 AM at Hamlet Golf & untry Club, 1 Clubhouse Drive. Commack NY. Meet your local and state representatives as they discuss 2015 forecasts, initiatives, and updates. To register: call 631-543-5355 or visit www.hia-li.orgPricing: Members: $50/Non-Members: $65

FRIDAY, JANUARY 23RD - HIA-LI’s New Member Breakfast8:30 AM - 10:00 AM at The Courtyard by Marriot, 5000 Express Dr. S, Ronkonkoma NY 11779. Join us for our New Member Breakfast and learn about how the HIA-LI can grow your business. You’ll have the opportunity to meet HIA-LI’s President, Board Members, and Committee Chairs, all while networking with other business professionals in diverse industries. Feel free to bring your company literature and business cards to share with others. Open for all to attend • 1 complimentary attendee per new member • $35 each additional attendee

TUESDAY, FEBRUARY 10TH - HIA-LI Information Meeting & Networking Event8:30 AM to 10:00 AM at Sandler Training, 225 Wireless Blvd., Suite 104, Hauppauge. Join us to learn how to get the most out of your HIA-LI membership. There is no fee to attend. Members and non-members welcome.

THURSDAY, FEBRUARY 12TH - HIA-LI Executive Breakfast: LI Economic Summit8:00 AM to 10:00 AM at Islandia Marriott, 3635 Express Drive North, Islandia, NY 11749. Featured panelists discuss economic trends on Long Island andThe Results of the AVZ 2014-2015 LI Economic Survey & Opinion Poll. To register: call 631-543-5355 or visit www.hia-li.org. Pricing: Members: $45/Non-Members: $60

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Sell your latest products and services to over 4000 attendees, 78% of which are decision makers

Attend HIA-LIʼs Executive Breakfast and/or Executive Luncheon and hear from featured speakers while networking with business professionals and decision-makers.

•Attend Breakout Seminars to educate you and your employees on topics such as sales, marketing and business development, technology, energy and environmental products and services and much more• Walk the exhibit hall and visit over 375 exhibitors

• Gain fantastic recognition for your company name and logo (based on sponsorship level)• Get a 100,000 piece target market mailing to drive traffic to your booth• Choose your exhibit booth placement and get in front of over 4,000 attendees• Receive attendee list after the Show with e-mails• Receive exclusive tickets to attend important Executive Programming

An Interview with Carol A. AllenPresident and CEO of People’s Alliance Federal Credit Union (PAFCU)Tell us about how you started.

My employment with People’s Alliance began as a part time summer job in 1988. Instead of leaving at the end of the summer, I was offered the opportunity to continue part time while in college as well as between semesters. Upon graduation, with a degree in Accounting from Hofstra, I was given a full time job in the Accounting Department. Through the years, I progressed to management positions in Accounting and Finance, leading to the Chief Financial Officer position. In 2009, I was promoted to Executive Vice President/COO. Two years later, upon the retirement of our long time President/CEO, I was appointed to the position.

Tell us how PAFCU started.

People’s Alliance Federal Credit Union started in 1940 when a group of Pan Am employees joined together to form a credit union. Through the years, regulations were changed enabling credit unions to diversify and add more groups to their field of membership. As a result we have added more companies to our field of membership and also merged other credit unions into ours.

What was a turning point for you/your company?

After the closure of our main sponsor company, Pan American World Airways in 1991, we were faced with many challenges and felt the pressure from our regulators to merge. In order to survive we needed to close branch locations and reduce staff size. By 1995, our assets size decreased in half. Our credit

union made many difficult decisions but our executive team remained committed to work together for our credit union’s future. This experience made us stronger and taught us that if you set your mind to it and work hard enough you can persevere.

What is your philosophy at PAFCU?

I believe our staff is our most important asset, and therefore, place the importance of providing them the tools to be successful as a

top priority. When a new employee starts we welcome them to our family. We want to keep employees motivated and to treat them well. I think this is why we have many long tenured employees. Our strength comes from our employees knowing our members and giving them a very high level of personalized service.

Tell us about your company’s profile today.

As we celebrate our 75th anniversary we are proud of our heritage. We

now have nine locations, including our headquarters in Hauppauge. We have over 38,000 members and serve over 400 different companies and select geographic areas. We moved our main office to the Hauppauge Industrial Park in 1990 and anyone that works in the industrial park will appreciate the time saved utilizing our convenient location and can bank with us for all their financial needs.

What opportunities do you see in the future?

As consumers continue to become more aware of who and what credit unions are, we have the potential to assist them with our product offerings and services. Our opportunity for growth is huge, especially considering the growing use of technology for delivery of financial services. Home banking, e-statements and electronic bill paying, combined with direct deposit and ATM usage, make it easy and efficient for us to expand our reach.

For more information on Carol Allen and PAFCU, call 631-434-3500 or visit www.pafcu.org

PAFCU AT A GLANCE:• Comprises 400+ Select Employer

Groups (SEGs)

• Professionally managed and staffed

• Federally regulated and insured

• Federally and independently examined each year

• Every member account federally insured by NCUA, a U.S. Government Agency to at least $250,000

• Once a member, always a member

• $240 million in assets

• A member base of 38,000 national and worldwide

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By Lisa HazenCommunication Strategy Group

HIA-LI, the recognized voice for business on Long Island appointed three new board members to its executive team beginning in 2015. The new board members are recognized as strong leaders on Long Island including Kevin M. O’Connor, President and CEO of Bridge Bancorp and its wholly owned subsidiary, The Bridgehampton National Bank (BNB); Anthony Manetta, President and CEO of Standard Advisors Group; and Mike Voltz, Director of Energy Efficiency and Renewables for PSEG LI.

“HIA-LI is excited to begin the new year with three new board members who bring terrific leadership talents to the organization,” said Terri Alessi-Miceli, HIA-LI president. “In addition to our current board members, they will play a dynamic role in supporting the HIA-LI mission to provide a forum for business leaders to network, problem solve and obtain advice on critical issues facing their businesses. ”

2015 Newly Appointed Board Members

Kevin M. O’Connor - President and Chief Executive Officer of Bridge Bancorp and its wholly owned subsidiary, The Bridgehampton National Bank (BNB): Since he assumed the role on Jan. 1, 2008, his company has experienced steady and continued growth. O’Connor has been at the forefront of acquisition planning, de novo branching, and the development of strategic initiatives. Previously Executive Vice President and Treasurer of North Fork Bank, O’Connor has over 25 years tenure in the financial services industry. He is a member

of the American Institute of Certified Public Accountants and the NYS Society of Certified Public Accountants. He is a former Long Island Division Chairman and Board member of the New York State Bankers Association. Committed to community involvement, O’Connor is the Board President of the Principals Advisory Board of McGann Mercy High School in Riverhead and is a past president and board member of Suffolk County Council of the Boy Scouts of America. He is a former chair of the executive committee of the American Heart Association Heart of the Hamptons Gala. Mr. O’Connor’s success as a CEO and leadership in community involvement, have been acknowledged by a number of organizations. Most recently he was named one of Long Island’s top CEO’s by Long Island Business News reflecting the dramatic growth and strong performance of BNB over the past 8 years of his tenure. He has also been honored for his proactive role in helping the non-profit community by McGann Mercy High School, Eastern Long Island Hospital and

Suffolk Community College among others. O’Connor earned an Associates Degree in accounting from Suffolk County Community College and a bachelor’s degree in accounting from Adelphi University.

Anthony Manetta - President and CEO of Standard Advisors GroupAnthony Manetta is the Founder and President of Standard Advisors Group. Prior to founding the firm he was CEO and Executive Director of the Suffolk County Industrial Development Agency (IDA). He is a well respected leader on Long Island having been widely recognized for his efforts to help regional business planning and development. Manetta holds a BBA in Accounting and an MBA in Corporate Finance from Dowling College.

Michael Voltz - Director of Energy Efficiency and Renewables for PSEG LIMichael Voltz is the Director of Energy Efficiency and Renewables for PSEG Long Island. He is responsible for planning,

implementing, and evaluating energy efficiency and renewable programs, and the preparation of a Utility 2.0 filing including efficiency, advanced meters, battery storage and renewable solutions. Efficiency and Renewable programs are available for residential, commercial and industrial customers, and are expected to achieve over 60 MW of peak demand reductions on the electric system in 2014. Prior to his current role, Voltz was a director at LIPA and at Central Hudson Gas & Electric where he had worked for 30 years in power generation, customer services, energy efficiency and regulatory affairs. Voltz holds a Bachelor’s degree in Mechanical Engineering from Rensselaer Polytechnic Institute and a master’s in Business from Union College. He is a licensed Professional Engineer in New York State.

About HIA-LIHIA-LI helps Long Island businesses prosper. For over 30 years, we have been the recognized voice for business on Long Island and a powerful force and economic engine for regional development. We provide a forum for business leaders to network, problem solve and obtain advice on critical issues facing their businesses. Our member companies represent tens of thousands of business professionals. We’re headquartered in and support one of the largest industrial parks in the United States. HIA-LI programs and events promote strategic partnerships, targeted networking, and information sharing and business advocacy. Members benefit from our committees, educational programs, career resources, research capabilities, mentoring opportunities and business advisory services. For more information, visit http://www.HIA-LI.org or call 631-543-5355.

HIA-LI Announces 2015 Newly Appointed Board MembersKevin O’Connor, Anthony Manetta and Michael Voltz Join Long Island Business Organization

One of my clients is an international company that believes in providing legendary service to

their customers. The people who work in their call center are empowered to decide how to handle any customer problem without asking for permission. Having that type of empowerment has dramatically increased the company’s Net Promoter Scores (uncovered through customer surveys) and driven both incremental profits and revenues.

But the company’s challenge is finding potential employees that have a passion to serve customers. So when it came time to hire, my client enrolled me to help them to find people who excel at serving customers. I took the HR Director to a local mall in search of their next service superstars. We walked in and out of shops trying to find someone who was engaging and friendly. I figured it would be easy to find a large pool of candidates considering retail work requires these qualities. Boy, was I wrong.

For three hours we walked and shopped. By the end of the day we only found two potential candidates. It’s not that the other people we encountered were rude or unfriendly, but they didn’t stand out. In fact, outside of the blasé greeting, every experience we had felt very transactional.

We represented a huge opportunity, but what baffled me is that so few people could look past their current station in life to recognize it. This made me think about how many opportunities people may have missed out on because they were looking in the wrong places or weren’t looking at all.

Think about how many opportunities you may have missed out on. I’m not just talking about a new job. It could be any opportunity. How many potential clients passed you by without you even being aware of what was happening?

Although it may be too late for those missed opportunities, it’s not too late to find new opportunities in your life today. Here are a couple ways you can be sure not to miss them:

1. Remain Present

The fact is – opportunities are everywhere. Most people look for a waving flag or billboard that says, “Hey you! Here’s an opportunity!” When they don’t get what that wished for or expected, they blame it on bad luck or being in the wrong place at the wrong time. There’s never a perfect time or place. Opportunities are out there, but sometimes they’re just hidden under the surface. To see them, you need to change the way you think. Instead of hoping opportunities will hunt you down, be on high alert for them. People also make the mistake of using past experiences or failures to predict future outcomes.

You can’t let the past cloud your vision. Instead, live in the present, be in the moment, and view every encounter as an opportunity.

Think about the opportunity the shop workers had right in front of them. Here we were, standing steps away, ready to offer these employees a 50% increase in their current pay without working nights or weekends. Unfortunately, they were so immersed in the rut they currently live in that they missed the opportunity.

Start looking at every interaction as a chance meeting that could change your life. It may not be for a new job, but could lead to a customer, referral or friend.

2. Focus on the Messages You Project

Out of the two potential candidates who received an interview, only one of them took the time to follow-up afterwards. Why is that? Maybe she decided the job wasn’t for her. Or she could have been afraid of change or afraid of success. We will never know, but even if it wasn’t a fit at the moment, you never know what the future holds.

Following-up, as simple as it sounds, is a lost art. We live in a world of instant communication, but taking just a moment to write a short handwritten note or leaving a thoughtful voicemail goes a long way. When you follow-up be brief but also be specific. Stay away from the standard, “It was nice to meet you…blah blah blah.” Instead, try something a bit more unique like, “When we met yesterday it was refreshing to hear how you…” Focus your follow-up on the other person and the topics that were discussed. Your goal is to stand out from all the noise by being genuine and unique.

I have spent the last 20 years studying why people do what they do. What I’ve found is we are simple creatures. We all crave appreciation and want to feel important. When a person helps you meet these basic needs, there’s an immediate attraction. Those feelings are hardwired into our system. When you communicate in a way that meets other people’s needs and speak to them the way they need to hear it, you not only differentiate yourself from all the noise, you unlock the opportunities presented to you.

Begin today by looking for ways to be more approachable. Take all the positivity you have to offer and radiate it from the inside out. When you remain present and focused on projecting positive messages, opportunities that once seemed far and few between quickly begin to appear everywhere.

For more information on Brian Parsley, follow him on Twitter @brianparsley or visit www.brianparsley.com

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Spotlight on the Town of SmithtownBy Allyson MurrayEnvironmental PlannerTown of Smithtown Planning Department99 West Main StreetSmithtown, NY 11787Phone: (631) 360-7540

A Brief History of the Hauppauge Industrial Park:

In the early 1900s, the land now known as the Hauppauge Industrial Park was an approximately 1,000-acre antenna farm owned by International Telephone & Telegraph. In 1950, the Town rezoned 1,100 acres in the vicinity of the antenna farm for light industry. By 1960, new technologies had been developed, diminishing the need for these antennas. Around this time, the Long Island Regional Planning Board began developing a plan to transform the antenna farm into an industrial park. By the early 1960s, industrial developers, anticipating an eastward migration of manufacturing facilities following the extension of the Long Island Expressway and Northern State Parkway began buying large tracts of land. Relatively quickly, the area was transformed into the Hauppauge Industrial Park. The Park was later named the “John V.N. Klein Industrial Park” in honor of the Supervisor of the Town of Smithtown who presided over and facilitated the transition of the park during its most active development phase.

From the 60s through the 90s, the park developed into a thriving warehousing and high-tech manufacturing center. Since that time, the park and Town itself have undergone some transformations, including the loss of companies in the aerospace industry, and there has been a shift of land use towards offices and research and development facilities.

The Town of Smithtown has worked closely with business owners in the industrial park, and the HIA in particular, to make necessary improvements in the park. Some of the projects the Town has been involved with include: conducting a traffic study within the park; making

improvements to the road network; installing street lights throughout the park; and improving access to the Northern State Parkway and Long Island Expressway. Most recently, the Smithtown Planning Department, with the input of the HIA, proposed a zoning overlay district for adoption by the Town Board. The proposal, which is currently undergoing the required environmental review, would permit taller buildings and a number of uses that are presently not permitted within the park, including parking garages and a small degree of outdoor storage.

However, this is a small step towards accomplishing the Town’s goal of making the Hauppauge Industrial Park the premier industrial park in the region. The Town Planning Department is in the final stages of drafting the Town’s Comprehensive Plan Update. This is a general plan for the Town, intended to guide policy and development decisions over the next 20 years. The draft plan consists of eight volumes: Goals and Objectives; six volumes of inventory and analysis of existing conditions; and a final volume of recommendations. The first seven volumes have been completed and are available on the Town’s website (www.smithtownny.gov). A draft of the recommendations and implementation volume is expected to be completed by January.

One of the objectives of the Comprehensive Plan Update is to improve the economic health of the industrial park and the Town as a whole. In furtherance of this objective, the Town has begun forming an economic development program with a range of components designed to grow existing businesses in the industrial park and attract new ones. The HIA-LI has played and will continue to play a vital role in shaping and carrying out this program. The Town will be regularly publishing updates and information highlighting various aspects of our economic development initiative, and we hope to receive feedback from all of you in the Hauppauge Industrial Park.

Until next time…remember, Smithtown Means Business.

Featuring initiatives currently being undertaken by the Town of Smithtown to enhance business within the Hauppauge Industrial Park

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Your Workforce: Source of Overhead or Undervalued Asset?By Pamela WinikoffPAW Communications

Having a risk management plan that you can implement on the fly protects your organization’s facilities, IT systems, intellectual property and supply chain and is a sure way to safeguard your company’s future. A comprehensive contingency plan should also include a plan to secure your company’s foremost assets. According to Gail Trugmann-Nikol, “These aren’t the assets that appear on your balance sheet. They’re the assets that walk out the door each night and back into your building the following morning.” Gail Trugmann-Nikol, President of Unique Business Solutions and the featured speaker at a recent HIA-LI CEO Executive Breakfast, believes whole-heartedly in the mission-critical nature of succession planning, task and workflow charting and documenting with the most exacting detail processes that form the lifeblood of an organization’s operations. In “Plugging the Holes that Can Cause Profit Leaks,” she stressed the often-overlooked threat to organizations of “talent risk” – risk that can come about when companies lose valued employees. By identifying processes, knowledge and tasks that may be at risk due to the loss of often omniscient employees,Trugmann-Nikol president and owner of Unique Business Solutions, provides clients with the tools and know-how to avert potential disaster.

Bridgehampton National Bank’s (BNB) CEO and newest board member, Kevin O’Connor welcomed guests, including former Suffolk County Executive Steve Levy, saying “Our goal is to help you grow your business and create

jobs.” The breakfast was held on November 21st at BNB headquarters. A “multiple entrepreneur,” Trugmann-Nikol, with a breezy, upbeat style shared lessons learned from the PC training company she ran early on in her career. As a business owner, she often mused over how top executives could ensure the stability and strength of their companies. Reaching out to her brother for advice, he suggested that she “write the book on it” which she did. The book, a successful publishing venture in its own right, returned dividends in the form of a blueprint she could use to advise and counsel clients in her next venture, her management consulting business.

With the graying of America and the increasing number of baby boomers approaching retirement age at the rate of 10,000 or more each day, Trugmann-Nikol worries that a significant knowledgebase could be lost within the nation’s boardrooms and corridors. Moreover, knowledge drain and lost productivity could

have a sizable impact on the country’s global competitive standing unless organizations act now to prevent this. Productivity losses can take many forms, including losses from employee illness, vacation time, government regulated leave and disability. One statistic published by the Integrated Benefits Institute cites the cost of poor health to the U.S. economy at $576 billion yearly. Of that amount, 39% or roughly $225 billion is due to “lost productivity” from employee absenteeism. Additional costs to organizations accrue in the form of recruiting, interviewing, hiring, onboarding, training and compensating employees and paying for benefits while employees get up to speed. In the case of small businesses, these costs carry even higher expense ratios. When an office manager or bookkeeper resigns or is absent from work for a prolonged period and the principal of the company pitches in to personally perform the work, the hourly cost of the work increases

exponentially.

Given the high cost of absenteeism, it’s critical that companies of all sizes document each and every process and chart out the work using workflow diagrams. Nonetheless, industry sources report that less than ¼ of companies surveyed (23%) have adopted even an informal process for documenting how tasks are performed and 60% reported that they have no formal initiative at all to retain knowledge and operational continuity. Trugmann-Nikol walks client’s through the process of controlling and documenting organizational process assets. Recurring transactions such as hiring employees, soliciting customers, recording sales, preparing journal entries and payroll and inventory management are the easiest to document. Policy manuals, process models, flowcharts, and step-by-step instructions should all be part of an organization’s documented process library. There are many ways to capture and share this information, including one-on-one mentoring sessions, videos, lunch and learns and published manuals. These should be considered living, breathing assets that are updated regularly when practices undergo refinements.

By taking the time to identify your organization’s key business processes, identifying the resources responsible for them, cross-training to foster contingency and continuity planning and documenting all systems and processes, you’ll be able to sleep better at night knowing you have in place a turnkey plan to protect the future of your business. Join us for HIA-LI’s Annual Meeting & Legislative Breakfast on January 16, 2015 and meet your local and state representatives as they discuss 2015 forecasts, initiatives, and updates. To register: call 631-543-5355 or visit www.hia-li.org

Albrecht, Viggiano, Zureck & Co., P.C.Robert Quarte • 631-434-9500 • rquarte@avz.com25 Suffolk Court, Hauppauge NY • www.avz.com

Caminiti & Cogliati, CPAs, LLPRobert P. Cogliati, CPA • 631-952-2300 • robcogs@aol.com350 Motor Parkway, Hauppauge NY

CohnReznick LLPCarol Fogarty • 5164824200 • cmurphy@jhcohn.com100 Jericho Quadrangle, Jericho NY • www.jhcohn.com

Corporate Accounting Solutions, Inc.Diane Claiborne • (516) 486-1020 • dclaiborne@corpacctgsolutions.com2950 Expressway Drive South, Islandia NY • www.corpacctgsolutions.com

Diapoules & Feinstein CPAs P.C.James Diapoules • (631) 547-1040 • jd@dfcpaonline.com2371 New York Ave, So. Huntington NY

Fuller Lowenberg & Co., CPAsThomas Lowenberg • (631) 499-7900 • tom@flcpas.com200 Motor Parkway, Hauppauge NY • www.flcpas.com

Fuoco GroupLou Fuoco • 631-360-1700 • media@fuoco.com200 Parkway Drive South, Hauppauge NY • www.fuoco.com

G.S. Garritano & Associates, CPAs, LLCVincent Garritano • (631) 218-6800 • community@gsgcpa.com1601 Veterans Memorial Hwy, Islandia NY • www.gsgcpa.com

Gettry Marcus CPA, P.C.Paul Bella • (516) 364-3390 • pbella@gettrymarcus.com20 Crossways Park North, Woodbury NY • www.gettrymarcus.com

Grassi & Co.Robert E. Grote, CPA • (516) 256-3500 • rgrote@grassicpas.com50 Jericho Quadrangle, Jericho NY • www.grassicpas.com

Horan, Martello, Morrone, P.C.Anthony L. Morrone • 631-265-6289 • amorrone@horanmm.com527 Townline Road, Hauppauge NY • http://www.horanmm.com/accounting.htm

Institute of Management Accountants-Long Island ChapterLucy Mazany • (516) 465-2040 • lmazany@signatureny.comTwo Jericho Plaza, Jericho NY • www.longisland.imanet.org

Israeloff, Trattner & Co., CPA’s, P.C.Lisa Waterman • 516-240-3300 • marketing@israeloff.com1225 Franklin Avenue, Garden City NY • www.israeloff.com

La Sala CPA PCSteven La Sala • (631) 331-4300 • Steven@cpalasala.com114 Maple Place, Port Jefferson NY • www.cpalasala.com

Marks Paneth & Shron LLPMichael Saul • 516-992-5900 • msaul@markspaneth.com88 Froehlich Farm Blvd., Woodbury NY • www.markspaneth.com

PricewaterhouseCoopers L.L.P.Paul Salerno • (631) 753-2700 • arleen.koster@us.pwc.com401 Broad Hollow Road, Melville NY • www.pwc.com

Weiser Mazars LLPTeresa Hansen • (516) 488-1200 • teresa.hansen@weisermazars.com60 Crossways Park Drive West, Woodbury NY • www.weisermazars.com

HIA-LI Industry Lists:

CPAs

K E E P I N G C U R R E N T

By Stephen CadieuxPresidentRoland’s Electric Inc.307 Suburban Ave.Deer Park, NY 11729 info@rolandselectric.comwww.rolandselectric.com

Rising energy expenses are a big concern for companies large and small everywhere, but energy efficiency solutions can dramatically reduce usage and costs. Results are impressive and immediate and can be applied to any existing commercial building – plants, offices, schools, hospitals, retail, restaurants, hotels, parking lots, sports stadiums or new construction. This case study shows how a Long Island’s commercial building’s energy usage and expense was reduced more than 68%, combining solar panels and new LED lighting technology.

Electrical consumption at the headquarters in Deer Park, NY is no different than you will find at other commercial office, retail, and industrial buildings. Lighting, computers, servers, monitors, printers, copiers, fax machines, appliances, equipment, exterior lighting, and air-conditioning are in constant high-use for most of the day. In nearly every situation, the depth of the savings realized by an energy efficiency upgrade can be significant; this company’s average monthly bills dropped a solid 68.2%. Monthly electric bills that had averaged $2025/mo before the upgrades, now average $645/mo, slashing greenhouse gas emissions in the process.

Averaging historical data before and after the solar/LED retrofit shows big monthly reductions: down 71.3% in Kilowatt Hours/KWH; down 65.4% in Kilowatt Demand Factor/KD; and down 68.2% in electric bills. Before upgrades electric expenses topped $24,300/year, and now are on track to total just $7700/year, saving more than $16,500, at current utility rates.

Given the technological advances in LED lighting, the time

was right to take advantage of commercial rebates and tax incentives while still available, to offset a large portion of the cost. We began the two phase conversion after conducting a Comprehensive Energy Audit. Each installation was completed in just a few days with minimal to no disruption to office activities.

CASE STUDY: The company occupies a 1970’s single story flat roof 22,000 square foot brick building in an older industrial area - 18,000 sq ft warehouse and 4,000 sq ft office space and had standard 2’x2’ and 2’x4’ fluorescent ballast lighting fixtures in the drop ceilings, typical of what you would find in any commercial building. Monthly bills averaged $2025/mo ($24,300/yr)

Phase 1: SOLAR – installed December 2010: The electrical contractor’s Design & Build team planned 19.1KW rooftop installation consisting of 78 solar photovoltaic (PV) 245 watt modules on a southern exposure, with about an 1170 sq ft footprint. (Note: you can go larger for a bigger offset but the rebates may not apply or be proportional - your installer can guide and assist with rebates). Installation took one week to complete in December 2010 causing no disruption to their daily operation. Results were immediate; solar alone had dropped the company’s monthly bills more than 61%, from an average of $2025/month to just $753/month.

Phase 2: LED LIGHTING – installed April 2014: After three years of solar success, the company began the second half of the Design & Build team’s plan, in early 2014. New advances in LED lighting technology allowed the lighting conversion to boost the already considerable energy savings of the solar PV system. The electrical contractor replaced 54 standard 2x2’ and 49 standard 2x4’ fluorescent overhead fixtures in offices, conference rooms, hallways, and common areas with new high efficiency LED fixtures. (Note: the highest efficiency benefits require a complete fixture replacement). Over a dozen occupancy sensors were installed in offices and a few low traffic areas to shut off lights

when unoccupied, and the warehouse received 21 LED high bay fixtures. LED savings enhance the solar benefit by an additional 14.3%. Monthly bills have dropped down to an average of $645/month.Peak summer months clearly support the reasons to convert. Central air conditioning is an energy drain through the hot summer months; July’s bill is generally the highest month in any year. After the upgrades, the company’s bill ran 69% lower.

The solar panels came through Hurricane Sandy completely intact and operational due to expert installation on the custom aluminum frame we constructed, which is set at a precise 30° angle to maximize the solar benefit at this location. Proper techniques for connections and mounting are critical to withstand the force of winds, trees, and flying debris, and so should be done by an experienced professional. While reversed here, we recommend making interior energy efficiencies first, which reduce the size and thus the cost of the solar system needed.

Commercial rebates vary, depending on the building and materials. By incorporating energy efficiency upgrades much like what we’ve installed here, many buildings - hospitals, municipalities, restaurants, schools, car dealerships, supermarkets, offices, and manufacturers can achieve similar savings benefits. Rethink your electric plan while rebates are still available.

Roland’s Electric Inc. is a full service electrical contractor for a wide array of industrial, commercial, municipal, institutional, and residential customers located in Nassau and Suffolk Counties on Long Island, NY, expert in energy efficiency. Established in 1953, Roland’s Electric Inc. has grown from a modest 300 square foot storefront to one of Long Island’s largest and most respected electrical contractors, with approximately 100 employees. They are the recipient of the 2014 NECA Safety Excellence Award.

Solar & LED Energy Proves To Lower Electric Bills By Over 68%

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By Lauren Kanter-Lawrence, Esq.Campolo, Middleton & McCormick, LLP4175 Veterans Memorial HighwaySuite 400 • Ronkonkoma, New York 11779Telephone: (631) 738-9100 x 322Fax: (631) 738-0659lkanter@cmmllp.comwww.cmmllp.com

A large order comes in from a new customer – a major research university. Excited at the prospect of developing a long-term relationship with such a well known institution, you have no problem shipping out the order right away, with the invoice to follow a couple of days later.

The following week, several orders come in from an established client. Your sales reps have strong relationships with this client, who has always paid on time. Eager to showcase the customer service the client has come to expect from your company, you ship the order as soon as possible, never doubting that the client will pay the bill.

Unfortunately, what may appear to be a profitable order or a promising new customer could instead be an effort to drag your company into a complex scheme the FBI calls “purchase order fraud.”

According to a recent FBI news release, the global scam generally follows these steps:

• Cyber criminals based in Nigeria set up fake websites with domain names almost identical to those of real schools, companies, and institutions. Matching e-mail addresses and spoofed phone numbers (to make a call appear to be coming from the real company and area code) are used to request price quotes from vendors, mostly small businesses, for a variety of products including electronic equipment, hard drives, and pharmaceuticals.

The perpetrators do online research to obtain employees’ names and other information to make the requests appear legitimate. The companies or schools being impersonated are typically large or well known, or are existing clients of the business being targeted.

• The criminals then place orders, requesting that shipments be made on credit (typically 30 days). Because the vendor believes the order is coming from an established client or well known institution – some of which even provide credit references – the vendor agrees.

• A U.S. shipping address is provided, which is typically a warehouse, storage facility, or even the residence of a work-from-home or online romance scam victim. From there, the orders are shipped to Nigeria. The FBI refers to these home Internet users as “unsuspecting accomplices” in the complicated scam.

• By the time the packages reach Nigeria, the vendor has billed the real institution and the fraud has been discovered – but the goods are long gone.

As highlighted in a recent Newsday article, many Long Island businesses have been the target of purchase order fraud. In October, Bohemia-based Chromate Industrial Corporation – a distributor of maintenance, repair, and operations supplies – received two orders from the University of Michigan for fluke meters, which measure voltage. The orders, totaling $40,000, were shipped to three separate locations as requested in the purchase order. After the packages were shipped, Chromate invoiced the University of Michigan. The university did not recognize the orders, and after reviewing the purchase orders, determined they were fraudulent. Eventually, with information provided by the FBI, one of the Chromate shipments was intercepted in the United Kingdom before being shipped to Nigeria and was returned to Long Island. However, $30,000 worth of goods never made it back.

Donna Galan, Vice President of Operations at Chromate,

described the situation as “very disturbing, especially since we don’t know what the products are ultimately being used for.” But the experience has turned customer service into amateur FBI investigators; Chromate still receives frequent fraudulent orders, but employees now know what to look for. The FBI has published the following indications of fraud:

• Incorrect domain names. In Chromate’s case, the University of Michigan e-mail addresses ended in .com, not .edu.

• The shipping address on a purchase order is different from the business location, or is a residence or storage facility.

• Poorly written correspondence with grammatical errors and misspellings.

Phone numbers not associated with the business or institution or are not answered by a live person.

• Orders for large quantities of merchandise, with a request for priority shipment and delayed billing.

The FBI has urged the business community to report any fraud to the FBI or local authorities as soon as the fraud is discovered, as the chance of recovering the shipments drops dramatically once the packages leave the country.

Ms. Galan wants local small businesses to learn from Chromate’s experience. “There were a number of things, looking back, on the e-mails that we could have picked up on,” she says. Now that Chromate’s employees are savvy to the scam, however, the scam is one step closer to being put out of business.

Lauren Kanter-Lawrence, Esq., is an attorney at Campolo, Middleton & McCormick, LLP, a full service law firm with offices in Ronkonkoma and Bridgehampton. She practices in the firm’s transactional and commercial litigation groups. Lauren can be reached at lkanter@cmmllp.com.

Purchase Order Scam Hits Long Island

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14K E E P I N G C U R R E N T

By Darlene JohnsonDirector of External RelationsHofstra University140 Hofstra UniversityUniondale, NY 11549516-463-5833Darlene.johnson@hofstra.edu

In my many years of higher eduction career services, I have helped countless college students and alumni prepare for interviews. However, job candidates are not the only ones in need of interview prepration. Hiring managers can also benefit from interview coaching . Here are my best-practices tips for interviewers:

• Know the job. You may trying to fill many different positions, so take the time to read the “fine print” in each job description before an interview. Be able to speak to each of those job duties and to ask questions that directly relate to them.

• Know the candidate. Familiarize yourself with the candidate’s resume. Make notes on specific things that you would like to address during the interview. What are the candidates’s strongest selling points and what are some areas of concern?

• Break the ice. Job candidates are nervous. It’s in your best interest to have them relaxed so that they can have a true conversation with you about their experiences and skills. Try to engage them in small talk before diving into the tough questions.

• Prepare questions based on the skills most in

demand for the job. For example, if knowledge of Excel is key, ask about specific projects that this candidate completed in Excel. If management skills are imperative, don’t ask a general question like “tell me about your philosophy of management”. Instead, ask “tell me about a time when you had a difficult situation managing an employee.” This will give you a better sense of how the applicant has behaved in the past.

• Don’t do all of the talking. Don’t spend a lot of time telling the candidate things about the company that he/she can learn from your website.

• Be clear in your questions. This is where a list can really help by keeping you on task.

• Don’t underestimate corporate culture! The candidate may look great “on paper” but will he/she succeed in your particular corporate culture? If you are not sure, ask candidates what types of environments energize them, and what kinds frustrate them.

• End the interview with “Is there anything else that you would like me to know about you? This gives the candidate the chance to mention something that he/she did not have the opportunity to bring up, but may be relevant.

Taking the time to prepare can result in hiring the best person for the job based on their skills, experience and personality. And what could be better than that for a hiring manager?

What Kind Of Interviewer Are You?

K E E P I N G C U R R E N T

By James A. BarlowFinancial AdvisorAmeriprise Financial Services, Inc.The Omni Building333 Ovington Blvd. – Suite 903Mitchel Field, NY 11553Direct: 516-479-5871James.a.barlow@ampf.com

Conventional wisdom holds that if you convert a traditional IRA to a Roth IRA, you should never pay the conversion taxes from IRA assets. The reason is that you’ll be depleting IRA assets that might otherwise be available to grow on a tax-deferred basis. The withdrawal from a traditional IRA to pay the conversion taxes is also a taxable distribution, generating an additional tax liability, requiring an additional withdrawal, and so on--plus you’ll generally pay a 10% penalty if you’re not yet 59½.

It’s also conventional wisdom that converting a traditional IRA to a Roth IRA is tax neutral so long as income tax rates remain the same at the time of conversion and after retirement.

Conventional wisdom isn’t always right But there’s one scenario where conventional wisdom may not apply. This is best explained with an example.1 Let’s assume the following:

1. You’ll be 59½ or older as of January 1, 2015, and you’ve had a Roth IRA for at least five years. So you’ll be eligible for tax-free and penalty-free qualified distributions from your Roth IRA in 2015.

2. You’ve decided that it’s appropriate for you to have more retirement assets in a Roth IRA.

3. You own a stock in your traditional IRA that you anticipate could be a candidate for higher-than-average gains. For example, let’s assume you own 10,000 shares of Acme Pharmaceuticals, a highly speculative biotech that has a drug

pending before the FDA. The shares are currently trading at $10. After diligent research, you’ve determined that the Acme stock could climb to as much as $50 if the drug is approved by the FDA, but it is equally likely to drop to $1 if not approved. The FDA deadline for approval is October 1, 2015. (For simplicity, we’ll assume the Acme stock is the only asset in your traditional IRA and that you are converting the entire IRA.)

4. You want to convert your traditional IRA to a Roth in 2015, before the potential appreciation in Acme stock, but you don’t have any cash available to pay the conversion tax, or you simply don’t want to pay the conversion tax from other (non-IRA) assets.

Now let’s further assume that Acme’s drug does receive FDA approval on October 1, 2015, and the stock does in fact jump from $10 to $50.

Result if you do not convertIf you did not convert your traditional IRA to a Roth IRA, your traditional IRA would now hold 10,000 shares of Acme stock worth $500,000. Again, for simplicity, let’s assume you sell the stock, your account now holds the $500,000 cash proceeds, and you make no further trades or contributions to the account. Assuming you earn 6% until your retirement in 10 years, your account would grow to approximately $895,000. Assuming a 28% federal income tax rate, the after-tax value of your account would be $644,705 at retirement.

Result if you do convertNow let’s assume you did convert your traditional IRA to a Roth IRA before October 1, 2015. The stock was worth $100,000 at the time of conversion, and assuming a 28% tax rate, the federal income tax is $28,000, due when you file your 2015 tax return. On October 1, when the drug is approved, the value of the shares increases to $500,000. Again, for simplicity, let’s assume you sell the stock, your account now holds the $500,000 cash proceeds, and you make no further trades or contributions to the Roth IRA.

On October 1 you also receive a tax-free $28,000 qualified distribution from the Roth IRA to pay the conversion tax (although technically you wouldn’t need to actually pay that tax until April 15, 2016).2 Now your Roth IRA balance is $472,000. Assuming the same 6% earnings rate, after 10 years your IRA would have grown to approximately $845,000--about $200,000 more than if you had not converted--even though tax rates have remained constant and you’ve paid the conversion tax from IRA assets.

There’s no magic to this. You’re simply paying--from the Roth IRA--conversion taxes on the stock before the appreciation, instead of paying taxes on the fully appreciated value of the stock in the traditional IRA at retirement. But by paying the conversion tax from the Roth IRA--instead of from the traditional IRA--you’re able to convert your entire traditional IRA, keeping the funds in the Roth IRA (and potentially benefitting from the hoped-for appreciation) until you actually make a withdrawal from the Roth IRA to pay the tax.

And you can always recharacterize if things go wrong But what happens if you turn out to be wrong, the FDA does not approve Acme’s drug, and the stock drops to $1? Well, in that case, you can simply undo the conversion. You have until October 15, 2016, to recharacterize the Roth IRA back to a traditional IRA, and for tax purposes you’ll be treated as though the conversion never happened (with no resulting tax bill, or a tax refund if you already paid taxes on the conversion).Before taking any specific action, be sure to consult with your tax professional.

To register for one of Jim’s Breakfast or Lunch workshops, contact him at 516-479-5871 or at james.a.barlow@ampf.com

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2014

Importance of Timing a Roth IRA Conversion: An Example

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• Freeing up time • Reducing risks and liabilities • Optimizing payments and cash flow • Improving recruiting and retention • Making your employees even better• Offering access to Fortune 500-type benefits

Since 1987, Alcott HR has been providing customized HR solutions to Long Island businesses.

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Prepared By American Heart AssociationHudson Valley/Western CT RegionFounders Affiliate301 Manchester Road, Suite 105Poughkeepsie, NY 12603Phone: 845.905.2123FAX: 845.486.9950www.heart.org

You made a pledge to get healthier this New Year. You found your sneakers and dusted off the treadmill you were using as a closet. Your yoga pants are no longer just a fashion choice—they are ready to do actual yoga. Now you’ve got to find the time in your day--30 minutes minimum for heart health--to get physically active. The American Heart Association says there are plenty of easy, no-cost ways to do it.

For those with a tight schedule, the good news is you don’t have to do all 30 minutes at once. You can even get heart-healthy benefits if you divide your time into two or three 10- to 15-minute segments a day. Lifestyle changes like eating more fruits and vegetables, quitting smoking, and exercising 30 minutes a day can help prevent 80% of heart disease.

“Building physical activity back into our daily lives is one of the great public health challenges of this century,” said Russell Pate, Ph.D., professor in the Department of Exercise at the University of South Carolina. “Our bodies were designed to be physically active, and they don’t do well with long-term exposure to sedentary living. Lack of physical activity is a major

risk factor for cardiovascular disease.”

Here are ten tips for getting active:

1. Get out the leash and walk your dog. It’s a great activity for both man and man’s best friend. Your heart — and your pooch — will thank you!

2. Take your child for a brisk walk. It’s an excellent way to get some one-on-one time (or one-on-three, depending on the size of your brood.) Spice up your routine by exploring new neighborhoods or turning your walk into a scavenger hunt.

3. Mall walk. Are you sweating (or shivering) at the idea of walking outside? Take a brisk stroll around your local mall instead. Window shop, people watch and give your heart a workout in a climate-controlled environment.

4. Join a team. Pick an activity you love and round up some friends. Team sports can be fun — and keep you motivated and accountable.

5. Walk and talk. Even if you’re glued to your phone for work calls, you don’t have to be glued to your seat. Make it a habit to talk and walk. Some workplaces have walking paths to make it even easier to burn while you earn.

6. Tune into fitness during TV time. Reject your inner couch potato. Walk, jog in place or use the treadmill at the gym while you watch your favorite 30-minute show.

7. Park and walk. How many times have you circled the parking lot to find “the” spot? Spare yourself the stress and gain more energy by parking far away (or even in a remote lot) and walking farther to your destination.

8. Take the stairs. The elevator may go up — but it doesn’t make your heart rate climb. Take the stairs instead. You may huff and puff at first, but over time, your body will thank you.

9. Dance! Do it in a ballroom, at a club or even in your living room. You’ll burn calories and gain a new hobby.

10. Skip the cake, say goodbye to pie and take a walk after dinner. You’ll get a reward that’s sweeter than dessert: more family time.

If these ideas don’t work for you, find something that you enjoy. Ditching the excuses can be the first step to a healthier you. Of course, if you have an injury, talk to your doctor first to see if there’s a low-impact exercise you can do or find out if you should wait until you’re healed.

And here’s more food for thought: “Our culture no longer requires us to be hunters and gathers, but our bodies still need the physical activity that is required by that way of life,” Russell said. So check out these tips to get moving today!

For more tips and resources to get heart healthy, visit www.heart.org/gettinghealthy

Ten Ways to Add Exercise to Your New YearNo time to exercise? Learn how to take 10!

By Vanessa Schipilliti Senior Businss Consultant TriNet68 South Service Road - Suite 100Melville, NY 11747(212) 291-6072vanessa.schipilliti@trinet.comwww.trinet.com

No question about it. The Patient Protection and Affordable Care Act (ACA) is one of the most comprehensive and complex pieces of benefits legislation ever passed. To help you get ready for 2015, we will tell you what to expect in 2015 and beyond.

One of the most important ACA provisions for Applicable Large Employers (ALEs) is the Employer Shared Responsibility mandate (also referred to as “Pay or Play”). An ALE is a company that employs an average of 50 or more full-time employees, including full-time equivalent employees (collectively, FTEs), in the previous calendar year. Transition relief is available for smaller ALEs that delays the effective date until 2016 for ALEs with 50-99 FTEs that meet the transition relief requirements.

For benefit plans years beginning in 2015, The Employer Shared Responsibility mandate requires an ALE to offer medical coverage to at least 70% (increases to 95% in 2016) of full-time employees or potentially pay a non-deductible tax penalty if one or more full-time employees obtains subsidized coverage through a Marketplace.

To identify which employees are full-time for purposes of the mandate, ALEs that choose to “play” can establish one of two measurement methods to track variable and part-time

employee hours to determine eligibility for benefits.

An ALE must offer:

Medical coverage that meets the standards for minimum essential coverage (MEC); andMEC that meets “affordability” and “minimum value” thresholds.Coverage is considered “affordable” if the employee’s required contribution for the lowest cost employee-only coverage (that provides minimum value) is no more than 9.5% of the employee’s compensation using one of three IRS safe harbors.

A health plan meets the “minimum value” standard if it’s designed to pay at least 60% of the total cost of medical services for a standard population.

Companies that fail to meet these requirements may be subject to a (non-deductible) tax penalty, which takes effect if:

• An employer does not offer MEC to at least 70% of full-time employees and their eligible children up to age 26 (increases to 95% in 2016); or

• Coverage offered to full-time employees is not affordable or does not provide minimum value; and

• One or more full-time employees enrolls in a Marketplace plan and receives subsidized coverage (premium tax credit).

About the Penalty Tax

The tax penalty is calculated on a monthly basis and due annually on the employer’s federal tax returns for taxable years beginning in 2015. Unlike employer contributions for health care

coverage, the Employer Shared Responsibility tax penalty is not tax deductible.

Employers with an average of 100 or more FTEs in 2014 are generally subject to the Employer Shared Responsibility requirements starting January 1, 2015. However, employers that employed an average of 100 or more FTEs in 2014 that had a non-calendar benefits plan year as of December 27, 2012 and meet transition relief requirements may delay compliance until the first day of the benefits plan year that begins in 2015.

Employers that employed an average of 50-99 FTEs in 2014 and meet transition relief requirements may delay compliance until the first day of the benefits plan year starting in 2016.

Reporting Requirements

As part of the Employer Shared Responsibility mandate and under Internal Revenue Code (IRC) sections 6055 and 6056, insurance carriers and employers are required to submit coverage data to the IRS and issue related statements to full-time employees.

• IRC section 6055: Insurance companies are responsible for 6055 reporting requirements for fully insured plans.

• IRC section 6056: ALEs subject to the Employer Shared Responsibility rules must provide data about the medical plans they offer to employees and the associated coverage costs. ALEs are required to provide a Form 1095-C to each full-time employee by January 31 of the following year (first due date is January 31, 2016 for 2015 data). ALEs are also required to

report medical coverage data to the IRS by March 31 of the following year, if filed electronically. ALES with 50–99 FTEs that qualify for transition relief can delay reporting until 2016.

More to Come

Even if your company is not required to comply with the Employer Shared Responsibility mandate, there are other ACA provisions looming in the future. Here are future provisions that have been delayed until government agencies issue regulatory guidance:

• Nondiscrimination rules: Non-grandfathered, fully insured health plans will be required to satisfy nondiscrimination rules regarding benefits eligibility.

• Automatic enrollment: Employers with more than 200 full-time workers will have to automatically enroll new, full-time employees in a company medical plan unless the employee chooses not to join.

Want to Know More?

The ACA has many moving parts and compliance may be challenging. Offering medical benefits through TriNet helps you comply with many of the provisions. However, you are responsible for determining if your company is an ALE and, if so, determining which worksite employees are eligible for benefits. To learn more about the information or topic discussed please contact Vanessa Schipilliti at TriNet HR Corporation at 212.291.6072.

K E E P I N G C U R R E N T

ACA: Looking At What’s AheadK E E P I N G C U R R E N TK E E P I N G C U R R E N T

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P r e s e n t a t i o n s P l u s

M a r k e t i n g

8 P o w e l l S t r e e t

F a r m i n g d a l e , N Y 1 1 7 3 1

5 1 6 . 2 9 3 . 4 7 5 0

w w w . p r e s e n t a t i o n s p l u s . n e t

S l i g h t l y o v e r t h e e d g e

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K E E P I N G C U R R E N T

By Sabrina M. CurtissEconomic Group Pension Services, Inc.333 Seventh Avenue, 3rd FloorNew York, NY 10001212-494-9007www.egps.com

As year-end approaches, now is the time of year for plan sponsors to review their existing plan to ensure compliancy. However, such a task can be overwhelming as various requirements, testing and filings can be confusing to any HR professional. In an effort to offer some direction to those plan sponsors, here is a 3 part series listing just what plan sponsors need to focus on when reviewing their plan. This can help them develop good practices and avoid unnecessary liability in their stewardship of retirement plans for their employees.

1. Do you have copies of all the plan documents and records?

The Employee Retirement Income Security Act of 1974 (ERISA) requires plan sponsors to maintain all records necessary to determine benefits that are or may become due to each employee. Without copies of plan documents or clear records showing a participant has already received his plan benefits, or was never eligible for benefits, it can be very difficult to convince a now-retired former employee (possibly from several decades ago) that he or she is not due benefitsfrom the plan.Records that should be maintained include (but are not limited to) the following:

• Plan documents, including amendments and determination letters/opinion letters;

• Summary Plan Descriptions;• Participant notices and documentation of the dates

and method of delivery;• Participant elections such as deferral and investment

elections;• Census information including payroll data and

employment history;• Nondiscrimination test results;• Form 5500 including attachments;• Plan account and financial statements;• Recordkeeping/valuation reports at both the plan and

participant level;• Participant loan documentation including promissory

notes; and• Participant distribution forms including special tax

notices, election forms and 1099-R forms.

Physical storage can be expensive; so many plan sponsors have turned to electronic storage for some or all of their plans records.

2. Are you properly insured as a plan sponsor?

Plans that are subject to ERISA need an ERISA bond which protects plan assets from theft. If you have a retirement plan, you need one because it’s a question on your plan’s Form 5500 and a “no” answer may trigger an audit from the DOL.

While an ERISA bond is required, it only protects plan assets. It does not protect plan fiduciaries from litigation. So it’s recommended that a retirementplan with participants purchase fiduciary liability insurance to protect it and the individuals serving as trustees.

3. Do you timely distribute required documents, notices and educational retirement fund materials to

your employees?

At a minimum, defined contribution plan participants must receive an annual statement of benefits (quarterly statements if the investments are participant directed), as well as a summary annual report which is a snapshot of the financial schedules attached to Form 5500.

Defined contribution plans allowing participants to direct the investment of some or all of their accounts must provide notices that inform and educate them on the options available to them. Plan sponsors that seek to avail themselves of the ERISA 404(c) safe harbor protection must provide additional participant disclosures. Compliance with Section 404(c) may relieve plan fiduciaries of liability for investment losses resulting from the participant’s exercise of control of assets in his or her account.

A summary plan description (SPD), which is a “plain English” summary of the plan’s provisions, must be provided to new participants and, in general, every five years. Also a notice or new SPD may be required due to plan amendments.

There are deadlines associated with distribution of these notices and documents. Knowledge is key—providing the participants with enough informationin a timely manner will limit your liability.

Keep an eye out for the second part in our series which starts with a focus on timely deposits.

Plan Sponsor Checklist: The Ultimate Year-End Guide - Part 1

K E E P I N G C U R R E N T

By Steve SchwimmerRenaissance Merchant ServicesChairman Long Island Better Business Bureau Advisory Board of Directorswww.newyork.bbb.orgP: 516-746-6363 • F: 516-496-9013steve@516phoneme.comwww.516phoneme.com

This may come as a big surprise but Information contained on your pill bottles could lead to identity theft

Do you realize that when you put your garbage to the curb, you no longer own it!

Understand that people will look through your garbage for information and a pill bottle is the easiest thing to spot. This is part of a growing trend of a particular aspect of medial theft whereby those seeking to gain access to your identity and personal information can do so right off a pill bottle and the accompanying paperwork.

The “BAD GUYS” know how to use the information contained on prescription bottles are reaping havoc on the lives of so many unsuspecting individuals. They contain codes or information that can be traced back to you to:• Change your mailing address • Get extra med cards• Medicate their community• Get drugs and sell them to the underground

prescription drug trade• You do not look at med bills especially if you are not

sick• You get a collection letter 3 years later

In order to combat this it is advised to be as protective

of the information on medical receipts and pill bottles as you would be with any other item that contains personal information. Because this is a relatively new trend, it is happening under the radar and comes as a surprise to so many individuals who hadn’t any inclination that this could happen (like Suffolk DA). We have all heard the stories involving many other types of medical fraud this too can be added to that list. It is important to take the necessary steps to keep your medical identity and your medical services safe.

To help prevent information from falling into the wrong hands, make sure all labels are off bottles prior to their disposal. Shred all labels and also the papers that come with the prescription from your pharmacy which has all the info repeated (CVS has warning signs on outdoor trash containers. This can affect your medical coverage and impact the services you might one day need. It is growing crime that each of us needs to be aware of and take steps to prevent.

While my primary business is credit card processing I have had to become very aware of all the various forms and techniques of credit card fraud and identity theft. It is my business to help my customers minimize risk. In this pursuit I was alerted to this new avenue of theft and felt the general public needs to also be aware of it. Also know that your Social Security number is your Medicare number.

Steve Schwimmer is the Long Island director of sales for Renaissance Merchant Services and is Chairman of The Long Island Better Business Advisory Board of Directors and a member of The International Association of Financial Crimes Investigators. You can contact Steve at thevisaguy@516phoneme.com or 516-746-6363

Identity Theft: Take The Right Precautions

FILLER

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By Alison LongstreetRegistered RepresentativeNYLIFE Securities LLC(member FINRA/SIPC)Licensed Insurance Agency914.841.9234aalongstreet@ft.newyorklife.com

As a business owner, you probably handle most of the responsibility of running the business yourself. But what if you could utilize a team of professionals to consult and guide the management of your company? What if this team could understand your situations and needs on an ongoing basis?

No matter what type of business you own or how successful you are, everyone can benefit from the guidance and knowledge of these four key business specialists, many of whom are independent business operators just like you.

Attorney: You may want to hire an attorney who specializes in the needs of business owners and can consult with you on asset ownership, best-choice business form, succession planning, contract review, and employee-employer relationships. It’s crucial to establish a relationship with your attorney, so that you can

pick up the phone when you have a question.

Accountant: Again, you may prefer someone who understands the needs of independent business people and, if possible, also knows your industry. An accountant should help you “read” your books more effectively, translate raw data, plot areas of profit and loss, and show you how to manage your tax liability. In short, your CPA could save you money. Don’t make the mistake of meeting only once a year at tax time: give your accountant the opportunity to work with you all year long.

Financial institution officer: Credit is the lifeblood of many businesses. It’s always important to maintain contact with a person who can help you access the cash flow you need when you need it, and at a favorable rate. In addition to issuing credit, many financial institutions frequently provide a wealth of other services at minimal or no charge. Regular contact with your institution will keep you abreast of new opportunities that can benefit your business.

Insurance professional: An insurance agent familiar with the challenges facing independent business owners can act as an effective problem solver. Specifically, a trained, licensed

insurance professional can play several crucial roles in your business:

• Help your company meet its immediate insurance protection needs. This includes helping select and fund insurance for key executive coverage, death and disability* buy-out, pension, and other qualified plans.

• Help meet your personal insurance and financial product needs. Family decisions can be a key factor in making any business decisions. Your insurance agent can help you coordinate a cohesive insurance program that satisfies your needs and goals on personal and professional levels.

• Help coordinate the work of other professionals. Insurance agents will help you focus on the big picture and work to help you put together a team of professionals.

This educational, third-party article is provided as a courtesy by Alison A. Longstreet, Agent, New York Life Insurance Company. To learn more about the information or topics discussed, please contact Alison A. Longstreet at 914.841.9234.

*Disability insurance is available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.

Build A Team Of Professionals For Your Business

By Jeff SacksEducation DirectorOnline Trading AcademyL.I. Main Line: 631-393-6624L.I. Direct Line: 631-393-6625Cell: 949-285-9193jsacks@tradingacademy.com

As an instructor at Online Trading Academy, I like to tell my students, that before they start trading and investing, before they look at a chart and well before they even implement a strategy, it is critical to understand what it really takes to become a consistently profitable trader/investor. In my opinion, if one does not prepare properly, they really are decreasing their odds for success well before they even click a buy or sell button. It is critical for every new trader to fully understand the disciplines required. I am going to share the four key areas to focus on will help you determine achieve your goals.

1. Proper Education Education is where the journey starts and unfortunately for many, this is where it ends as well. Most people say education is the answer when it comes to successful trading and investing in the financial markets, I completely disagree. Education is really why most people lose money and fail because most financial education is either very flawed or intentionally misleading. “Proper” education is the answer and without it, you are likely to quickly find yourself time and time again on the wrong side of the market and with that, your hard earned money being transferred into someone else’s account. Many new traders forget that trading is a skill which needs to be honed and developed. It is a profession that requires superior skill and understanding as it is competition at its finest. Much like a doctor trains in medicine, successful traders must also been trained and educated in a very similar fashion. To learn how to do a job well, one needs to be instructed by someone who is already doing that job and who can do it effectively. However, many hopefuls decide early on in their trading career to skip the education process and jump right in…good luck. Ask yourself an honest question: What are the chances of this working? Each and every time you push the button to place a trade, there is someone on the other side of that trade trying to take your money. The trader who is more informed, properly educated in the profession of trading is typically going to come out ahead.

2. DisciplineOnce you have received the right education, you now have the tools to do your job but this does not mean that it’s smooth-sailing from the very start. Consistent success is gained from a consistent set of actions and proven rules. There are a few ways you can achieve profits in the market and each trader needs to decide which tools are the right ones for them. Will you be a short term trader for income or a long term trader for wealth? Which asset class or classes will you trade? These questions and more need to be answered as the last thing anyone needs is doubt in their strategy when they are live in the market. A sound trading plan needs to be adhered to from the very start and the rules have to be in place. As a trader gains more experience in the markets, they will no doubt develop their skills to new levels, but from the very start the rules need to be set. It takes discipline to adhere to

profit targets and stop losses, to know why you are buying or selling and to repeat the process over and over again.

3. PatienceIt would be great if proper education and discipline were enough but I am afraid it’s not. Patience is a key piece to the trading puzzle and it comes in three forms. First, you need to have the patience to let the market come to you. Meaning, your rule based strategy identifies the low risk, high reward, and high probability trading opportunities in the market. It tells you exactly at what price to enter and exit the market. So, you will find yourself waiting for market prices to come to your key entry and exit prices and that can take time sometimes. People in general like to be doing things, taking action, not waiting. This is in direct conflict with success in the trading world. You must have the patience to wait for market prices to come to your pre-determined entry and exit points. Second, once you’re in a trade, you must have the patience to let the trade work out as planned, win or lose. I have seen so many times new traders enter a trade as planned, only to cut the profit short and/or remove a stop loss order from the market because they didn’t want to take a loss! This is account suicide. Third, you must have the patience to let your newly learned skill turn into a profitable trading career. Many make the mistake of being a little too eager to pull the trigger when they sit down at their computer and end up clicking buttons a bit too often. They think that just because they took some education, they have the ability to immediately start making money right away. Be realistic with your new skill. It’s very much like taking your driving test: the minute we pass doesn’t mean we are ready to drive a Ferrari.

4. Proper StrategyTruth is, there are not many ways to make money in the markets. You buy low and sell high, period. This means having a strategy that helps you identify market turns and market moves in advance, with a very high degree of accuracy. Knowing that the only thing that causes market prices to turn and move is significant demand and supply, your strategy must do a very good job of objectively quantifying demand and supply in any and all markets. This needs to be the foundation of your strategy whether it is for short term income or long term wealth. Knowing what the picture of “real bank” demand and supply looks like on a price chart is key. Whether you use price and price alone like we do at Online Trading Academy or conventional technical analysis like the trading books teach, real market supply and demand needs to be the foundation of your strategy. Make sure you have VERY specific rules for this which will then allow you to have your entries and exits 100% rule based.

Is trading right for you, as a way to generate consistent current income? To start finding out, sign up for one of our complimentary Power Trading Workshops where you can learn how to be a better investor. Sign up now for an upcoming event in your area or online, visist our location at 145 Pinelawn Rd., Middle Building #350 South, Melville, NY 11474, or call (631)393-6624.

Self-Directed Investing:The 4-Part Recipe for Success

K E E P I N G C U R R E N T

SALEStalks

As entrepreneurs we are all busy all the time, and if we are not careful we find ourselves busily headed the wrong way

as fast as possible. If we do not take the time to build and implement budgeting systems, we will become too busy to be profitable and too stressed out to ever make sane financial decisions.

Early on in my business, I started having cheerleading coaches and others clients call me to create custom musical remixes for their performances. The first client to call me inferred that because I was the owner of an entertainment and disc jockey company, I was bound to have the skills and equipment needed to make a custom music remix. Flattered by her assumption, and the opportunity to get paid to do something I loved, I was happy for any business I could find and so I said, “I would absolutely love to make a custom music mix for you. When do you need to have it completed?” It was with that innocent conversation that I ignited a firestorm of custom music remixes that to this day, I greatly regret.

Each client would come in with a vision for what their custom music remix should sound like and they were willing to invest hours upon hours working with me to get it just right. Because I did not understand the kinds of activities that I needed to be working on as an owner, I was happy to charge these people $40 per hour to make these mixes for them. If you are keeping score at home, you’ll note that if I worked 40 hours per week doing this, the most money I could possibly make per week was capped at $1,600.

Each week, I would check my voicemail only to find yet another client asking to set up a time to remix music for them. Because my remixes were well produced and because the clients enjoyed interacting with me during our sessions, I soon grew to become the guru of custom audio remixes. Soon companies began calling me, asking me to make mixes for their on-hold music and their radio commercials. Word spread fast about the service I provided and my existing clients began asking me to mass-produce copies of audio CDs they’d had custom mixed.

My wife and I began to stay up until two in the morning each night making these audio CD’s because we always get our projects done on time. Then it hit me like an epiphany from above - I SHOULD PUT MY LOGO AND COMPANY CONTACT INFORMATION ON EACH DISC WE PRODUCE! Once I did that, our phones really started exploding with inquiries. My friend, business was beyond good, it was great - with one little exception…MAKING CUSTOM MUSIC MIXES WAS NOT PROFITABLE AND IT CONSUMED 80% OF MY WEEK!

I had been dumb, dumb, dumb, but I was too busy making custom audio mixes to realize that I was custom audio mixing myself into a bottomless pit of fatigue and reactive business ownership! Man, I wish I had listened to my wife. She had made subtle comments like, “Honey, do you think you should cut back on these custom mixes?” But I’d just looked at her as if she was the enemy trying to kill the good business momentum that I had worked so hard to build.

Then one night, I found myself looking into a mirror at the Hilton Anatole Hotel in Dallas, Texas, having just finished serving as the master of ceremonies and entertainer for an event in the Dallas area. When I looked in the mirror, I saw something horrible and it turned out to be my

face! I had big black bags underneath my eyes like those really incredible people who walk into IHOP and order breakfast after staying up all night partying at the club. I looked so worn out that I could have been a stunt double for Smeagol from Lord of the Rings. I had been up until two in the morning every night during the past week making audio CD’s and audio mixes for the event, and now here I was, brushing my teeth before hopping into bed to get three hours of sleep. It was near 4:00 a.m. now and in less than three hours, I was going to have to wake up to start setting up the equipment in the theatre so that I could emcee for a huge corporate crowd that morning.

I was going fast and working hard, but was I making any money? Sure, I was charging a lot, but I was also spending a lot. That’s when I discovered that I might not actually ever get ahead if something didn’t change. I either had to increase my prices or decrease the amount of my personal time that I was investing in each event, in preparing each custom audio remix and in the mass duplication of the audio CD’s. If I didn’t change something, I was never going to get ahead. I picked up my copy of Michael Gerber’s The E-Myth and began to look at how I was going to work on my business rather than just in my business. Overwhelmed with business and completely void of profits, I decided to make two important changes that I believe every successful entrepreneur will have to make at some point.

• I took the time needed to discover my break-even point. I sat down and looked at how many transactions I actually had to do on a weekly basis at my current rates just to break even. The results were humbling, but as a result I made big changes that DRAMATICALLY helped me increase my profitability.

• I began keeping track of how many deals I was getting from each advertising source. I actually began thinking in terms of return on investment I was receiving from each advertising source on which I was spending money.

My friend, you simply don’t live long enough and don’t have enough time to procrastinate when it comes to building budgeting mechanisms to insure that you are making money in your business. With a sense of urgency, run to your computer, jump into your favorite chair and aggressively navigate begin asking yourself:

• How many transactions do I need to conduct with the current prices I charge, just to break even?

• How much revenue do I truly bring in as a result of each advertising source?

If you don’t like the answers, it’s time to make some changes.

Clay Clark is the founder of Thrive15.com, which offers online education for entrepreneurs taught by millionaires, mentors and every day business success stories. Clay was Oklahoma’s Small Business Administration Entrepreneur of the Year and has been the speaker of choice for Maytag University, O’Reilly Auto Parts, Hewlett Packard, and countless other small and large businesses around the world. He is the author of four books and the business partner of NBA Hall of Fame Basketball Player, David Robinson.

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for over 20 years.

Proud to be a member of the HIA

We Manufacture and Install Signs of all Types, including Monuments, Banners, Cut Letters, Vehicle Graphics, Vehicle Wraps, Channel Letter, Led Directories, Carved, Engraved, Show Displays, Window and Wall Graphics and Pull Up Banner with stands. We make the products that get you noticed and help grow your business . No Job too Big or Small. Call 631-952-3324 or email:info@signaramahauppauge.comCheck out or website: SignaramaHauppauge.com Facebook: facebook.com/SignARamaHauppauge

Signarama of Hauppauge 663 B Old Willets Path, Hauppauge, NY 11788 631-952-3324

www.signaramahauppauge.com. Like us on Facebook: facebook.com/SignARamaHauppauge

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24Barbara Pesce started Simply Systematic to help Long Island’s small business owners streamline and systematize their back office operations so they can concentrate on the revenue side of their business. We establish, organize, and improve:

• work flow efficiency • bookkeeping processes • physical and digital filing system • forms and paperwork • customer service procedures

Whether you just need a little help organizing a filing or bookkeeping system, or you need to create a new work flow from the ground up to improve service and eradicate errors, we will customize a plan of action and implement it for you without disrupting your daily operations.Whether you are a new business that wants to start right, or an existing business that needs some help, we can create a method from your madness.

Take our quick business evaluation online at www.simply-systematic.com

Online Trading Academy145 Pinelawn Rd. Suite 350 South

Melville , NY 11747 (631) 393-6624

http://www.tradingacademy.com/longisland

Online Trading Academy helps their students take control of their financial

future. Their patented Core Strategy empowers investors and traders to make smarter investment decisions. Students learn under the guidance of experienced traders in a hands-on, learn-by-doing classroom setting. In the Professional Trader course, students learn trading skills and then practice trading live, in the classroom, without paying commissions or risking their own capital, by using Online Trading Academy’s money.

Online Trading Academy offers instruction from experienced industry professionals, as well as a wide array of beneficial home study materials to supplement classroom study. Over 200,000 investors have experienced Online Trading Academy’s Education with classroom locations that include: Phoenix, Irvine, Los Angeles, San Jose, Denver, Tampa, Fort Lauderdale, Atlanta, Chicago, Kansas City, , Baltimore, Detroit, Minneapolis, New York City, Melville, Secaucus, Charlotte, Philadelphia, Austin, Dallas, Houston, Seattle, Washington, D.C., Milwaukee, Dubai, London, Singapore, Mumbai, Vancouver and Toronto. For more information, visit www.tradingacademy.com/longisland or contact Online Trading Academy, Melville, NY at (631) 393-6624.

www.MonthlyStar.com 516-297-1083

larry@monthlystar.com

“Treat your employees like they make a difference and they will”, that has been

Monthlystar’s mantra since its inception. Monthly is a website solely built on the premise of boosting employee morale and recoginition.

Every organization, regardless of industry, size, location, deals with the age old problem of employee morale. Monthlystar gives companies the ability to showcase their “STARS” and allow them to receive the recognition they desire for a job well done! Since its inception (October 2013) over 100 companies have joined Monthlystar.

Every employee, wants and needs to feel appreciated, and there is not an Easier/unique/fun/inexpensive way to boost employee morale and recognition than joining Monthlystar.

To learn more about boosting your employee morale and recognition, contact Monthlystar! Larry Abrahams, Chief Morale Officer • 516-297-1083 • www.monthlystar.com • larry@monthlystar.com

collaborative school programs with both Long Island and NYC school districts, supporting individuals and families in need of Applied Behavior Analysis interventions.

Coordinated and focused through our unique Person-Centered planning approach, our services are provided with one goal: to enable the individual to achieve their personal best, no matter what their abilities or challenges. While how we achieve these goals may change, Life’s WORC will remain a values-based organization that is deeply rooted in our humble beginnings.

Stacey Astachovsky, Director of the Customized Employment, shares this message, “I have always believed that all people should be able to make their own decisions in life. Everyone has a skill, it’s being able to assist individuals in exhibiting that skill, is the reason Customized Employment is such an invaluable support service. We strive to support individuals as a team to provide quality of life and employment for our individuals, to work with them - not for them. Our goal is to assist individuals at gaining meaningful, long-term employment in the competitive work force that meets both their needs and the employers’ needs as well.”

For more information, contact: Stacey Astachovsky, Director, Innovative Customized Employment • sastachovsky@lifesworc.org • 516-741-9000 ext. 524

Corporate Coffee Systems 745 Summa Ave

Westbury, NY 11590148 W. 37th St

New York, NY 10018800-284-CORP / 516-371-4800CorporateCoffeeSystems.com

Since 1985, Corporate Coffee Systems’ mission has been to be your

office refreshment company of choice by consistently providing service excellence and “value-added” products. With our headquarters in Westbury and our sales and service office in Manhattan, CCS is a leading tri-state coffee and refreshment programs supplier. Our world-class coffees and innovative refreshment solutions can help improve morale, efficiency and productivity of your work force.

What sets us apart? Our passionate focus on integrity, courtesy, value and delivering what we promise. A dedication to providing you with a coffee-break experience that will exceed your expectations. World-class gourmet coffees brewed with the latest technology to bring that coffee-house feeling into your office and a full line of name brand refreshment products.

Corporate Coffee Systems recognizes that we have a unique opportunity to

actively contribute to the community and the environment. We offer Organic, Fair Trade and Rainforest Alliance Certified coffees as well as various consumable and cleaning products that are biodegradable, compostable, made from recycled materials and free of harmful chemicals and toxins through our Sustainable Office Coffee initiative.

Allow us the opportunity to inspire and motivate your staff, engage your guests and truly enhance your workplace. Contact us today: info@corpcofe.com, 800-284-CORP, www.CorporateCoffeeSystems.com

One Corporate driveHauppauge, NY 11788

631-231-1313 www.bayshoremoving.com

Bay Shore Moving & Storage/Atlas Van Lines offers truly comprehensive

moving and storage services to residents and businesses.

Bay Shore began packing and transporting household belongings way back in 1895. In addition to moving Families, Bay Shore Moving now manages all types of Corporate, Offices, Plant relocations, Storage and distribution of goods. To increase the range of its residential moving capabilities and provide convenient National and International moving services, Bay Shore joined forces withAtlas Van Lines. Today Bay Shore Moving and Storage is a multi company organization based in Hauppauge, NY with a full fleet of trucks and multiple facilities with over 150,000 square feet of warehouse space.

Owned and operated by The Montera Family since the early 1970’s, Bay Shore Moving and Storage operates on a large scale, locally and internationally; but, it has preserved its personal approach and still holds the interests of it’s customers-both large and small-at the heart of every move and every aspect of its own business. Call today for a free quote!

Simply Systematic516-313-7036

barbara@simply-systematic.comwww.simply-systematic.com

Is your back office as organized and streamlined as it could be?

Fast Cash Capital2929 Expressway Dr N

Islandia, NY 11749Ph: 800-908-7113

Fastcashcapital.com

In today’s market business owners across the country are often faced with

the same problem: They need cash for their business and they need it yesterday.Born out of the financial crisis, Fast Cash Capital is helping lead a revolution in hybrid finance, focusing less on a business owner’s credit score and more on the health of their business. If a business has good cash flow, loyal customers, and a profitable outlook, why shouldn’t they be approved?

We provide alternative funding methods to many different types of businesses. A Total Deposit Advance from Fast Cash Capital is another method of funding for your business which allows it to sell a portion of its future receivables in exchange for a discounted purchase price, paid up-front. These programs provide a cash-flow friendly way to access the capital your business needs. Funding options through Fast Cash Capital can offer anywhere from $2,500 to $150,000 in working capital with a range of 4 to 18 months in maturity making them ideal for any small business. No personal collateral is needed and funds can be transferred in as little as 2 business days!!

If you believe in your business, we’ll help you take that next step to realizing your goals. Discover the simplicity behind applying for small business loans and other business funding options and get started on your success story today.

• Apply in minutes either online or with one of our reps

• Know up front how much your business may be able to access and how

• much it will cost• Get funded fast• BAD CREDIT OK!• Get Funded in 48-72 hours

Sirina Fire Protection Corporation151 Herricks Road, Garden City

Park, New York 11040(516) 942-0400 X281

JVentre@sirinafire.comSirinafire.com

Sirina Fire Protection Corp. is one of New York’s largest and fasted

growing fire suppression contractors, specializing in all aspects of designing

and installing automatic fire sprinklers, fire suppression and alarm systems, CCTV and mass notification systems for many of the region’s largest construction and reconstruction projects.

Founded in 1991, Sirina has enjoyed a enormous rate of growth in a relatively short time and is quickly earning a reputation in the industry as one of the few contractors in the New York Metro area capable of handling major construction projects from design and installation to maintenance and service. This multi-pronged approach has solidified Sirina’s capacity to handle some of New York’s largest and most complex construction endeavors with fluidity.

Some of Sirina’s largest contracts include fire suppression systems for American Express, Hofstra University, Pace University, New York Hospital, Astoria Combined Cycle Energy Plant, Woodbury Common Premium Outlets, the International Arrivals building at JFK Airport, and the new JFK American Airlines terminal.

In addition to large and extensive operations in New York City, Sirina also specializes in small-scale renovations and installation here on Long Island. A few of our Long Island based projects include, the Irish American Society of Mineola, Rubies Costume Co. in Melville, Integrated HVAC Systems & Service of West Islip and Variety Preschool in Syosset.

Bolstering a workforce of over 250 dedicated and hardworking individuals, Sirina’s exceptional staff is driving force behind the company’s success; many of which are native to the Long Island area. We take great pride in the work we do and with our services expanding further east on Long Island; Sirina Fire Protection is dedicated to employing the same level of expertise and professionalism in the communities where our families live and play. It is our company’s mission to keep you safe.

Life’s WORC1501 Franklin Avenue

P.O. Box 8165Garden City, NY 11530-8165

(516) 741-9000 • (718) 539-4755

Life’s WORC, a private, 501(c) (3) organization, supports individuals

with developmental disabilities inclusive of those on the autism spectrum. We currently offer comprehensive services and supports to over 1,200 individuals and families in Queens, Nassau and Suffolk counties and provide supportive homes to over 221 people. Additional programs for both families and individuals include at-home supports, skills development and behavioral intervention, social recreational programs and vocational training opportunities. We also offer

TM

American Physical Society Terry Padula, HR Manager One Research Road, Ridge, NY 11961 (631) 591-4081 terry@aps.org www.aps.org Publishers of The Physical Review, Physics and Physical Review Letters(Physics Research Journals).

Coastal Promotions Robert Stumpo, President 4949 Expressway Drive North, Ronkonkoma, NY 11779 (631) 258-2800 Promotional products company. Referred by: Mark Harrigan – Suffolk County National Bank

COMPEL CEOS Steve Ramerini, Chief Visionary/Founder/Owner 1 Whitehall Drive, Huntington, NY 11743 (516) 551-5093 suec@compelceos.com www.compelceos.com

EEGroup LLC Michael Mongiardo, President 89 Woodview Lane, Centereach, NY 11720 (631) 605-3355 msmongiardo@eegroupny.com Business Consulting, Financial/Merchant Services & Small Business Start up Assistance

Inclusion Now Nancy Waring, Disability Inclusion Consultant 22 Maple Lane, Huntington, NY 11743 (516) 900-4757 nancy.waringms@gmail.com www.nowinclusion.com

Legal Shield Rosa Perez Mustazza, Independent Associate 2 Whispering Fields Drive, Northport, NY 11768 (631) 445-9814 perezmustazzara46@legalshieldassociate.com Access to legal advice 24/7 unlimited, for a low membership fee.

Life's Worc Stacey Astachovsky, Director Customized Employment 1501 Franklin Avenue Garden City, NY 11530 (516) 741-9000 sastachovsky@lifesworc.org

New York Safety Training Associates Guy Gourlay, Associate Director P.O. Box 185, Selden, NY 11784 (631) 495-6011 NYStainc@aol.com

Perception Media Group Doug Segall, Vice President 90 Colin Drive, Holbrook, NY 11741 (631) 868-7000 doug@perceptionimaging.net www.perceptionimaging.net

Skylights of Long Island Inc. Charley Hudson, Vice President 1541 Smithtown Avenue, Bohemia, NY 11716 (631) 475-1500 charley@skylightspros.com www.skylightsoflongisland.com Skylight repairs and installation. Velux 5-Star Skylight specialist. Commercial Sun Tunnel Skylights.

Strategic M&A Advisors/NY Business Brokerage Inc. Anthony Citrolo, CPA, CMAA, CBI Managing Partner 7600 Jericho Turnpike, Woodbury, NY 11797 (631) 390-9650 anthony@strategicmaadvisor.com www.strategicmaadvisor.com Mergers and acquisitions, business sales and business valuations.

Twining And Son's General Contracting Inc. Keith Twining, Marketing 252 A Mill Rd., Yapank, NY 11980 (631) 775-9368 keithtwining@icloud.com

US Lawns of Smithtown Jared Saporito, General Manager 169 Commack Road, Commack, NY 11725 (631) 656-0225 Jared.saporito@uslawns.net www.uslawns.com Landscape maintenance/snow removal. Referred by: Anthony Figlozzi

Webster Business Credit Eric Rubin 1 State St., New York, NY 10004 (212) 806-4536 erubin@websterbcc.com

WLIX 93.3 FM & 94.7 FM Rhonda R. Riccio, Support Advisor P.O. Box 594, Ridge, NY 11961 (631) 365-1454 rhonda@wlix.fm Radio Station.

N E W M E M B E R SW E L C O M E

Bay Shore Moving & Storage, Inc.

INCREASE YOUR EXPOSURE WITH

HIA-LI’S NEW MEMBER PROFILES!

New to the HIA-LI?Submit a new

member profile highlighting your

company! For more information, contact Dan Terry

at 631-543-5355 or dterry@hia-li.org

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APPOINTMENTS, PROMOTIONS, AND HONORS

Portnoy, Messinger, Pearl & Associates (PMP) announces that Rita DiStefano, Director of HR Consulting, has been elected

Chair of the Board for HIA-LI. In this role, Rita will be responsible for supporting the President, Terri Alessi-Miceli, and leading the Board of over 20 Directors. Rita has been a member of the HIA-LI for over 20 years and has held various positions including HR committee member, Chair of the HR Committee, board member, and executive committee member for the organization.

Robert E. Caulfield, CPA has been named President and Chief Executive Officer of Jefferson’s Ferry Lifecare Retirement Community,

which opened as the first not-for-profit Continuing Care Retirement Community (CCRC) on Long Island in 2001. Mr. Caulfield most recently served as CFO/COO for the organization, a position he has held since 2009, when he joined Jefferson’s Ferry. His appointment was announced by the Jefferson’s Ferry Board of Directors. www.jeffersonsferry.org.

Jennifer Cane, RN, and Christy Spelman, PT, recently earned the Catholic Health Services (CHS) Living the Mission Award for exemplifying the CHS mission values of respect, justice, integrity and excellence. Cane, a resident or Hauppauge, and Spelman, a Holtsville resident were nominated by colleagues and families for their

outstanding qualities and were chosen from among 20 nominees.

The first ever Fred Friedfeld Memorial Scholarship was one of 26 scholarships recently awarded at SUNY College of Optometry.

Karen Levy, Class of 2017, was the first recipient of the scholarship established in honor of the late Fred Friedfeld, founder of ClearVision Optical. This past summer, the Friedfeld family created the scholarship to recognize current graduate students in optometry based on academic merit and financial need. Peter Friedfeld, son of Fred Friedfeld and Executive Vice President at ClearVision Optical, presented the award to Ms. Levy.

Linda Arcadipane has joined Portnoy, Messinger, Pearl & Associates (PMP) as Director of Marketing. In her new role,

Ms. Arcadipane is responsible for overseeing all aspects of marketing and public relations for the firm. Her primary responsibilities include developing and executing marketing plans, event planning, collateral development, media relations, and online marketing/website content development.

SHRM Long Island won the Pinnacle Award last week, given by the Society for Human Resource Management (SHRM) to its state councils and chapters for highly notable contributions to the HR profession. Created in 1991, the Pinnacle Award is the highest achievement SHRM state councils and chapters can attain, and it honors programs that exceed the standard activities of SHRM affiliates in enhancing the creation of effective HR management. Committee Co-Chairs: Sue Gubing, CareerSmarts and Jamie Davis, Lloyd Staffing. Sue Gubing also serves as an HIA-LI Board Member and co-chair on HIA-LI’s Education & Workforce Connection Committee.

2014 has been an award-winning year for the attorneys at the Great Neck family law firm Wisselman, Harounian & Associates, P.C., many of whom have been recognized as leaders in the field of Matrimonial and Family Law. Law Partners Jerome A. Wisselman and Jacqueline Harounian were again recognized by Super Lawyers as being among the top Family Law attorneys in New York for 2014.

UPCOMING EVENTS

Jim Barlow of Ameriprise Financial Services is hosting breakfast and lunch workshops each week in January and February to educate

employees who have a 401K/403b plan (existing or former plan). Hauppauge locations include members Brendel’s and Rigatoni’s restaurants. Option strategies relating to proper allocation will be discussed and you are encouraged to “bring in” a recent statement for a “hands on meeting”. Call 516-479-5871 or e-mail james.a.barlow@ampf.com for a list of times and dates….

WEBINAR: Ring out the old, Ring in the new: Avoid HR Disasters and Prepare for Big Changes in 2015Learn about Changes to wage and hour laws in 2015, New developments in the legal challenges regarding social media, Changes in requirements for government contractors, New updates to the Affordable Care Act, and OSHA modifications. Date: Wednesday, January 14. Time: 1pm-2:30pm. Cost: $30. 1.25 HRCI Credit. To Register: http://tinyurl.com/ringoutwebinar

Dealing With Divorce? Protect Your Family and Your FinancesTime: Wednesday, January 14th, 2015 - 6:00 PM to 8:00 PMThis event is complimentary.Host: Morgan Stanley – One New York Plaza, 36 FLFeatured Speakers: Michael J. Kessler, CPA and Matrimonial and family law partner Jacqueline Harounian – Wisselman, Harounian & Associates, P.C.

Bring your questions for a livelier discussion. RSVP: (516) 773-8300 and ask for Sharyn, or email sharyn@lawjaw.com.

OTHER HAPPENINGS

The VAI User Conference was held November 6-8 at the Walt Disney Resort in Orlando. Game changing technology offerings and record breaking attendance made this year’s Conference the best ever. Achieving Business Excellence was the theme and implementing VAI’s latest S2K solutions is a great way to achieve that goal. Be sure to contact a VAI representative today to learn how we can help your organization Achieve Business Excellence. 1-800-824-7776 · sales@vai.net · www.vai.net

2014 has been an award-winning year for the attorneys at the Great Neck family law firm Wisselman, Harounian & Associates, P.C., many of whom have been recognized as leaders in the field of Matrimonial and Family Law. Law Partners Jerome A. Wisselman and Jacqueline Harounian were again recognized by Super Lawyers as being among the top Family Law attorneys in New York for 2014.

A fabulous evening of food, music and Monte Carlo-style casino games was held at Jefferson’s Ferry recently to benefit the Successful Aging Project. The Project, when completed, will house a wide variety of mind and body wellness programs open to all Long Island seniors on the grounds of the Jefferson’s Ferry Lifecare Retirement Community in South Setauket. “The incredible response of our residents, friends and neighbors has been extremely gratifying,” said Robert Caulfield, President and CEO of Jefferson’s Ferry

HEARD AROUND THE ISLANDAPPOINTMENTS, UPCOMING EVENTS AND OTHER HAPPENINGS

Interested in submitting a press release for publication? Email Dan Terry at dterry@hia-li.org or call 631-543-5355.

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Brooklyn, NY • Brooklyn, NY • Jamaica, NY • Jamaica, NY • Miami, FL • Ronkonkoma, • Westbury, NY • Yonkers, NY

People’s A lliance Federal Credit Union

125 W ireless Blvd. • Hauppauge, NY 11788 • www.pafcu.org • (631) 434-3500

Brooklyn, NY • Brooklyn, NY • Jamaica, NY • Jamaica, NY • Miami, FL • Ronkonkoma, NY • Westbury, NY • Yonkers, NY(718) 643-4506 (718) 797-2988 (718) 656-1774 (718) 206-4600 (305) 261-1255 (631) 580-3702 (516) 832-8100 (914) 963-1370

X 3037

To take advantage of our many great banking services, call (631) 434-3500, extension 267.

Brooklyn, NY • Brooklyn, NY • Jamaica, NY • Jamaica, NY • Miami, FL • Ronkonkoma, • Westbury, NY • Yonkers, NY

People’s Alliance Federal Credit Union

125 Wireless Blvd. • Hauppauge, NY 11788 • www.pafcu.org • (631) 434-3500

Brooklyn, NY • Brooklyn, NY • Jamaica, NY • Jamaica, NY • Miami, FL • Ronkonkoma, NY • Westbury, NY • Yonkers, NY(718) 643-4506 (718) 797-2988 (718) 656-1774 (718) 206-4600 (305) 261-1255 (631) 580-3702 (516) 832-8100 (914) 963-1370

X 3037

To take advantage of our many great banking services, call (631) 434-3500, extension 267.