Ami Kassar, MultiFunding – Small Business Financing Specialists

Jonathan A. Mintz, JD, Matson Voorhees Mintz – Asset Protection and International Taxation

Mr. Mintz has more than 25 years of experience in case design and implementation, helping domestic and international families achieve their asset protection, business and estate planning objectives while minimizing taxes. Before joining MVM Law, Jonathan served as Chief Operating Officer at Wealth Counsel, LLC, overseeing the operations of the nation’s premier estate and business planning attorney membership organization, supporting thousands of attorneys throughout the United States. Jonathan has recently co-authored Wisdom for the Wealthy: Solving the High Net Worth Planning Puzzle, and has contributed articles featured in Estate Planning Journal, The AICPA’s The Tax Adviser, and The Journal of Financial Service Professionals.

Keith Langlands, CPA, Synergy Captives – Captive Insurance Companies

Mr. Langlands is President and Managing Partner of Synergy Captive Strategies (SCS). Founded in 2008, SCS provides innovative captive insurance formation, management, and alternative risk transfer strategies for middle market companies, which allows them the ability to reduce insurance costs, increase cash flow, and better leverage every dollar earned. With more than 25 years of experience in the financial sector, Mr. Langlands is a leading expert in the captive arena. His proficiency as a CPA, servicing high net worth clients while providing strategic advice regarding accumulating and protecting wealth, reducing insurance costs, improving cash flow and controlling and managing risks.

Martin Staubus, Esq., Beyster Institute – Employee Stock Ownership Plans (ESOPs)

Mr. Staubus is the executive director of the Beyster Institute, part of the Rady School of Management at UC San Diego, where he advises business leaders on the design and operation of employee stock ownership programs to build stronger companies and provide liquidity to owners.  Martin has 30 years of experience in business, having served in varied roles as an attorney, consultant, Labor Department policy advisor, corporate executive, and corporate director.  He has served as Associate Director of the ESOP Association in Washington DC and as a director of the National Center for Employee Ownership.

Michael Moore, CLU, CHFC, CDP Insurance Services, LLC – Complex Financed Life Insurance 

Solutions

Richard Montellano, Above the Standard – Cost Remediation

Mr. Montellano is a supply chain executive with more than 25 years of experience in the manufacturing and distribution environments. He is passionate about helping companies create effective solutions that have and continue to create significant savings to their bottom lines. He has experience across industries such as aerospace, hospitality, industrial, consumer goods, medical, and many others. Richard has also led numerous ERP (Enterprise Resource Planning) implementation solutions for organizations around the globe. Above the Standard has over 3 decades of success helping companies and organizations increase profitability globally by tens of billions of dollars at an average of 28.2%, 98% of the time.