Leadership Breakfast of Maryland

Doors Open at 7:00 AM
Session: 7:30 AM to 8:45 AM. 
Feel free to stay and discuss the session until 9:30 AM.

Register Now
If you have any difficulties registering, please just send an email to: jacklgates@leadershipbreakfast.org and indicate your plans (attend or not), and your name and organization as you wish it to be shown on your name badge at the meeting.

January 11, 2019 

Business Killers

This is a topic which focuses on several of the six common mistakes leaders often make that could compromise their business, their family, their followers, and their personal finances.  

The goal of the session is to help leaders identify, anticipate and avoid these pitfalls. 

Each of the identified pitfalls addressed during the session is supported by a brief video module dramatizing the critical mistake.

The discussion will explore some gaffs in planning or the perception of a real level of risk by the leader in identifying and mitigating the 'business killers'.

The interactive conversation will continue with some techniques to better assure continuity and sustainability of the leader's organization and the goals of helping the followers better achieve their future potential. 

This session will offer the opportunity to examine your own situation, whether you are a leader in a large organization or are a solo-practitioner, using an entertaining presentation format.

Take-Aways From This Session:

  • Building and growing a company as a great leader is half the equation.  Making sure the company can continue without you in any circumstance solidifies your great leadership.
  • If you fail to plan, your plan will fail!  
  • Things in life can change in an instant!  It is never too late to start creating a plan that is written and communicated.

About Our Facilitators: 
  

      https://sites.google.com/site/leadershipbreakfastmaryland/home/Todd%20Feldman.jpg                      
       Todd Feldman           Barry Weinbaum

Barry

Barry offers a variety of strategies to help meet insurance and financial needs, such as college funding, retirement, extended care, and lifetime income. In addition, he can provide securities as a Registered Representative through NYLIFE Securities, LLC

He is a serial entrepreneur, successfully launching and growing several organizations, and transitioning his vibrant firms to acquiring organizations and individuals.  

Mr. Weinbaum is the Founder and was Managing Member of B-TEK Associates, which provides strategic consulting in the areas of early-stage incubation, business planning, corporate strategy, fundraising, strategic and tactical brand positioning for growth and development. He Co-Founded and was COO of Social Learning and Payments, Inc. (Slap) that offers a software, marketing, and analytics toolkit.

He was President, CEO, and a Board Member of Lumenergi, Inc., a provider of network-controlled lighting management solutions. Barry was recruited by investors to turn-around this distressed company and arrange for its sale and investor exit – he did so successfully.

Mr. Weinbaum also led several other organizations from the CEO chair, all of this following a 21+ year career with Lucent Technologies/AT&T as a Vice President & General Manager!

Barry earned an MS from Columbia University, a BS from Union College, and additional programs at Penn State University, Tufts University, and AT&T School of Business.

Todd

Todd has developed a deep understanding of the financial planning process and a passion for the financial services industry. 

As a CERTIFIED EXIT PLANNER and CERTIFIED FINANCIAL PLANNER™ professional, and for over 20 years, working both independently and for large, global organizations, he has managed an array of financial services.   

Mr. Feldman loves communicating with clients and believes strongly in the benefits of professionally planned financial services. The positive difference these services make in the life of a leader, business owner, individual, or family are profound. 

His career has been built on the foundation of this belief, coupled with a commitment to excellence in planning, delivering, and managing these services.


Contact Information:

Barry Weinbaum
Financial Services Professional
New York Life Insurance Company

New York Life
Insurance Company

Phone - Office:  301-214-6600
Phone - Cell:      732-735-5413
Website:  www.newyorklife.com

Todd Feldman

Obsidian Planning Solutions
Email: 
todd.feldman@obsidianplanning.com
Phone:  301-990-9395



Register Now

If you have any difficulties registering, please just send an email to: jacklgates@leadershipbreakfast.org and indicate your plans (attend or not), and your name and organization as you wish it to be shown on your name badge at the meeting.

Venue

The Conference Center at the Offices of Shulman, Rogers, Gandal, Pordy, and Ecker, P.A.

12505 Park Potomac Avenue
6th Floor
Potomac, MD 20854
(I270 & Montrose Road)

Our Gracious Host/Sponsor: Shulman Rogers, Gandal, Pordy & Ecker, P.A.

Resolutionary Thinking

Focusing on solutions. Thinking creatively and tenaciously about outcomes. About what’s in your best interests. Getting matters resolved, so you can get on with what matters to you. That’s resolutionary thinking. And that’s made Shulman, Rogers, Gandal, Pordy & Ecker, P.A., one of the largest, most respected law firms in the Washington Metropolitan Area.

In 1972, Shulman Rogers was founded on a commitment to client service. Today, the firm’s roster of highly skilled attorneys and other dedicated staff members are all guided by that same commitment. A client-first approach. A smart, efficient practice. A relentless focus on problem-solving. And an underlying compassion—for our clients and our community. It all adds up to resolutionary thinking. The kind of thinking you can count on from the people of Shulman Rogers.