Collaborate 2015 Conference

Gabe Bell has spent the last ten years working with business owners, financial leaders, and HR executives to help them make their businesses more profitable. He understands that expanding into emerging markets while managing operating costs, serving (and retaining) customers and complying with increased regulations is challenging; but it’s a challenge he thoroughly enjoys helping his clients overcome. Gabe oversees large account business development for ADP in Central PA. ADP is the global leader in human capital management solutions, specializing in helping clients stay out of trouble, attract and retain top talent, and improve their bottom line.

Gabe lives in a fixer-upper in Lancaster, PA with his wife, Emily and their two children.  He is enthusiastic about home-roasted coffee, high school and NCAA wrestling, grilling, and going on adventures with his 3-year-old daughter.

Michael Biggerstaff is the Chief Inspiration Officer of Nxtbook Media (You would know the position as CEO). As one of the owners of Nxtbook, Michael has 24 years of company ownership in the Lancaster community. Michael and 2 others owned Reprint Management Services until they sold the company in 2007 to focus solely on Nxtbook Media, a company they started in 2003.

Michael has lead Nxtbook Media from its inception and through many company awards. Including twice on the list of the Inc. 500’s fastest growing privately held companies in the US, the Ethics in Business award from the Samaritan Counseling and the last 7 years Nxtbook Media has been in the top 3 Best Places to Work in PA, finishing number one 4 of those years. In 2009, Michael was named the Small Business Person of the year by the Lancaster Chamber of Commerce and Industry.

Michael attended Stevens College and received an associate’s degree in Graphic Arts. He also attended Franklin and Marshall and receive a bachelors degree in Business.

Michael lives in Lancaster,  has four children and has been involved in the local community for 25 years. Through his avid love of soccer, he has coached numerous teams for a total of 22 years. He has also been the president of the Twin Valley Soccer club for six years and loves to watch his favorite team Manchester United. Michael has been active on local boards and involved in the Lancaster Chamber on various committees since 1995.

The Honorable Mark Everson is the Vice Chairman of alliantgroup. Mark served as the 46th Commissioner of Internal Revenue from 2003 until 2007. He has held a variety of federal government positions in the administrations of George W. Bush and Ronald Reagan, as well as at the state level in the administration of Indiana Governor Mitch Daniels. Mark also has extensive private sector experience having worked in both line and staff positions with businesses in the United States and abroad.

During Mark’s tenure, the IRS maintained high service levels to taxpayers while significantly strengthening its enforcement activities. Areas of particular focus included combating abusive tax shelters and the development of more productive enforcement relationships with counterpart tax authorities in other countries. Prior to his nomination to the IRS post by President Bush in 2003, Mark served in senior positions at the Office of Management and Budget.

In the Reagan administration, Mark held posts at the U.S. Information Agency (parent organization of the Voice of America) and at the U.S. Department of Justice. While at Justice, Mark’s positions included that of Deputy Commissioner at the Immigration and Naturalization Service, where he oversaw implementation of the Immigration Reform and Control Act of 1986 – the nation’s last comprehensive immigration reform legislation. In Indiana, Mark served in the Cabinet of Governor Mitch Daniels from 2009-2012, where starting in 2010 he oversaw the state’s unemployment system and federal training programs.

Mark’s private sector experience includes finance positions at the world’s largest airline catering company (SkyChefs) and finance and operating positions at Pechiney, then the largest European aluminum company and the world’s largest packaging business. He began his career as an auditor at Arthur Andersen & Co. in New York. In the not-for-profit sector, Mark served as President and Chief Executive Officer of the American Red Cross in 2007.

Robert Glus is a consulting actuary and chair of Conrad Siegel Actuaries’ health & welfare committee. He specializes in group health and welfare benefit plan consulting (including medical, prescription drug, dental, vision, disability, life, paid-time-off, etc.) and works with private sector employers, tax-exempt organizations, large associations, and Taft-Hartley health and welfare trusts.

Rob has special consulting expertise with school district health trusts, and is proficient in other postemployment benefits (OPEB) plan valuations and GASB 45, benefit and claims analysis, health and welfare plan design and funding, reserve and rate calculations, insurance company rate negotiations, and employee cost-sharing arrangements.

Rick Lazio is a former U.S. Representative from New York, who served four terms in Congress from 1993-2001. During his time in office, Rick was known as a strong advocate for small businesses, sponsoring impactful legislation such as the successful Small Business Tax Fairness Act. Upon completion of his public service, Rick moved to the private sector to work for JP Morgan Chase as a Managing Director and then Executive Vice President.

As an alliantgroup Director, Rick has continued his support of small to mid-sized businesses, brokering his insight and experience in both the public and private sectors to provide strong incentives for job growth. This interest has extended into his civic and philanthropic work in New York with the Committee for Economic Development and the Association for a Better New York.

Quincy Miller is Executive Vice President and Head of Business Banking for RBS Citizens Financial Group, Inc. (RBSCFG), a $120 billion commercial bank holding company headquartered in Providence, R.I. He oversees 400 colleagues who support the banking needs of businesses with annual revenues up to $25 million across the 11 states served by RBSCFG’s Citizens Bank and Charter One brands.

Previously, Quincy had been Business Banking Director of Strategy. He also has served as the Massachusetts Director of Retail Branch Banking for Citizens Bank, responsible for overseeing more than 130 branches and 1,100 colleagues.

Quincy, a member of RBSCFG’s Executive Leadership Group, also has served as a member of RBS Citizens Financial Group’s Advisory Group to the President, and he was a member of the 2008 RBSCFG Leaders Teaching Leaders program. He also participated in the RBS Senior Leaders Development Program.

Prior to joining Charter One in 2006, Quincy spent nine years at M&T Bank in New York City and Harrisburg, Pennsylvania, where he was Vice President and Retail Regional Manager.

Quincy is a graduate of Lafayette College, where he earned a B.A. in Economics and Business; and of the Consumer Bankers Association Graduate School of Retail Bank Management.

Throughout his career, Quincy has been engaged in the community. He currently serves on the board of the Urban League of Eastern Massachusetts. He is a past board chair of the Camp Curtain YMCA and board member of Central PA Big Brothers & Big Sisters and Cuyahoga County Community College. The Central Penn Business Journal, 2002; Crain’s Cleveland Business, 2008; and Boston Business Journal, 2012, have recognized him as a 40 under 40.

Janice Snyder is a Partner with over 14 years experience in public accounting. She spent 11 of those years at an international accounting firm. Janice has specialized in serving for-profit family owned and foreign-owned businesses (manufacturing, distribution, and services) as well as healthcare entities and other nonprofit organizations in Pennsylvania and northern Maryland.

Janice assists clients with financial statement audits and reviews, employee benefit plan audits, implementation of new accounting pronouncements, interpretation and adoption of the International Financial Reporting Standards (IFRS), acquisition/merger accounting, and internal controls evaluations. She has developed focused industry knowledge in serving food manufacturers and distributors, health care providers, law firms and various start-up businesses.

Janice is a member of the American and Pennsylvania Institutes of Certified Public Accountants, as well as the Healthcare Financial Management Association. She is also Treasurer of the Ronald McDonald House Charities of Central Pennsylvania, member of the Board of Directors for Tri-County OIC, and serves on the Advisory Committee for the Women’s Leadership Network of the United Way of the Capital Region.

Janice has successfully completed the AICPA’s IFRS Certificate Program, received Central Penn Business Journal’s “Forty Under 40” Award, and is a Graduate of Leadership Harrisburg Area.

Kurt Trimarchi leads the firm as Co-Managing Partner and is Director of Tax Services. He joined McKonly & Asbury in 2003, having previously served as a Tax Services Coordinator for the Mid-Atlantic office of an international accounting firm.

Kurt has more than twenty years of broad domestic and international tax experience. He has worked on numerous projects for clients in a variety of industries, including the implementation of complex multi-level tax planning strategies, mergers, acquisitions, compensation planning, incentives, and stock option planning. Kurt has extensive experience serving family business, manufacturing, distribution, retail and financial services clients and bringing tax value ideas and tax strategies to help maximize overall tax savings.

Kurt is a member of the American and Pennsylvania Institutes of Certified Public Accountants. He is also a member of the Corporate Board of Directors for Junior Achievement of Central PA; Vistage International; and Elizabethtown Family Business Center’s Sponsor’s Board, and Co-Facilitator of the Center’s Generation Next which develops next generation leadership.

Kurt has also received Central Penn Business Journal’s “Forty Under 40″ Award.

David Warren is President and CEO of Bridgeford Trust Company and member of the Board of Directors. He is an attorney with over 15 years of professional experience practicing law and working in the financial services industry serving the trust and wealth management needs of high and ultra high net worth families across the nation.

David was recruited out of Barley Snyder, a large and prestigious Mid-Atlantic law firm, to join the Wealth Management/Trust Department of a large regional bank as a Vice President/Senior Trust Administrator. In this position, David worked extensively with wealthy families and individuals on a variety of trusts and fiduciary issues. He subsequently transitioned his career to Bank of New York Mellon and later PNC Wealth Management where he worked exclusively and extensively with high and ultra high net worth families on various wealth management issues including asset protection and legacy planning.

David is very active in the community having served in leadership roles for many non-profit organizations over the years including both the Lancaster Bar Association and Central Pennsylvania Estate Planning Council. He is a graduate of Leadership Lancaster and a member of Vistage International, the world’s foremost executive leadership organization, as well as a 2012 recipient of the prestigious “Forty Under 40″ award by the Central Pennsylvania Business Journal. David is also a lecturer for the PA Bar Institute, the continuing education arm of the PA Bar Association, and a former adjunct professor at Harrisburg Area Community College where he taught courses in the business law and paralegal programs, such as Trust and Estates and Business Law.

Jill Sebest Welch is a partner in Barley Snyder’s Labor and Employment Practice Group, where she counsels companies in handling workplace challenges and helps clients resolve disputes, claims, cases, and litigation in all aspects of labor and employment law.

As an employment law counselor, Jill assists in developing employment policies, employee handbook provisions, non-compete and restrictive covenants and severance agreements, and has assisted companies through difficult layoffs and reductions in force. Jill serves as her clients’ counselor-on-call, advising clients daily on a myriad of employment issues such as Internet and drug and alcohol abuse, evaluating requests for Family Medical Leave Act and military leaves of absence, questions under the Fair Labor Standards Act, using criminal background checks in hiring, conducting terminations, and other workplace challenges.

In her employment litigation practice, Jill represents employers and companies of all types – large and small, public, private, family-owned, emerging companies, entrepreneurs and others – on matters ranging from employment discrimination, benefits, contracts, wage and hour claims, non-compete cases and unemployment compensation appeals to Sarbanes-Oxley and whistleblower cases, and labor management relations before administrative tribunals and state and federal courts.

Jill works with companies across a wide range of industries including manufacturing, products, retail, banking and other finance-related companies, hospitals, long-term care facilities and other health care entities, food processing, hospitality, construction and property management, communication, technology, transportation, agri-business, professional services and non-profit organizations.