MEMBER OF THE MONTH: Kerry Fabrizio

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Hi everyone, I’m Kerry, founder and lead creative at Fabufloras—a floral and event design company rooted in passion, purpose, and petals.

Fabufloras began with a single vision: to turn fleeting moments into unforgettable experiences through the power of flowers. I’ve always believed that beauty can be a language of its own—one that speaks before a word is ever said. What started as designing small tablescapes for family and friends quickly bloomed into a full-scale design house serving weddings, corporate events, and everything in between. In 2024 alone, we were honored to provide fresh florals for over 80 events—each one as unique and meaningful as the people behind it.

But for me, this work goes far beyond flowers. It’s about connection. It’s about understanding a client’s story, their vision, their vibe—and then using color, texture, and nature’s artistry to bring it to life in a way they never imagined. I get to design joy, and that’s a privilege I never take lightly.

Fabufloras is more than just a business—it’s a community. I’m proud to lead an incredible team of women + men who bring heart, hustle, and immense talent to every project. Together, we’ve built something special—a company that blends luxury with warmth, and professionalism with a deeply personal touch.

When I’m not buried in blooms, I’m likely running after my two little ones, curating the next big design trend, or scouting out a great cocktail (for research purposes, of course!).

I’m so excited to be part of this group and connect with others who are just as passionate about building something meaningful. Let’s grow something beautiful together.

Q&A with Kerry:

What is your favorite app right now? ChatGPT40 – This paid version of ChatGPT is my new bff. It is beneficial for the end user because it acts like a hyper-intelligent assistant that’s always ready, fast, and surprisingly versatile. It saves time, provides 24/7 access, remembers personalization over time, has a wide range of use, is cost efficient, non-judgmental and boosts creativity + confidence.

What is a non-profit that you support? Other than CCBA? Wedding Industry Professionals Association (WIPA), including its Philadelphia chapter, is a nonprofit organization. WIPA is designated as a 501(c)(6) business league by the IRS, which means it operates as a nonprofit trade association focused on improving business conditions within the wedding industry. The Philadelphia chapter is one of WIPA's regional branches (3rd largest chapter behind Dallas + Houston) and operates under the same nonprofit structure. It offers local wedding professionals’ access to educational programs, networking events, and leadership opportunities.

What is your favorite place you have traveled to? Abu Dhabi captured my heart in a way I didn’t expect. It felt like the perfect fusion of modern luxury and deep-rooted tradition. One minute you’re surrounded by futuristic architecture and high-end shopping, and the next you’re walking barefoot through the serene beauty of the Sheikh Zayed Grand Mosque. The contrast is mesmerizing. What made it my favorite was the energy—calm but rich, luxurious but grounded. Every detail felt intentional, from the cuisine to the hospitality. And the sunsets over the desert? Unreal. It gave me both peace and perspective—and I left feeling inspired, recharged, and in awe.

What’s your favorite go to meal? Soup is my ultimate comfort—no matter the season. In winter, it’s a warm hug. In summer, it’s a light, flavorful refresher (hello, gazpacho!). There’s just something about it that feels nourishing and grounding. It can be hearty or delicate, rustic or elevated. And it's endlessly versatile—one pot, endless possibilities. Plus, it’s the easiest way to sneak in veggies, repurpose leftovers, or just slow down for a moment. It’s not just a meal, it’s a mood.

What would people be surprised to learn about you? People are always surprised to learn that I was featured in a movie! It was called Our Lady of Victory—a film based on the true story of the first women’s college basketball team to win a national championship, shot right at Immaculata College. Disney later picked it up and renamed it The Mighty Macs. I played the point guard for Penn State in the movie. It was such a surreal experience—mixing my love of sports with the behind-the-scenes world of filmmaking. Definitely a once-in-a-lifetime memory most people would never guess about me!


Kerry Fabrizio
Fabufloras Floral & Event Design
215-601-7850
sales@fabufloras.com
www.fabufloras.com
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Looking for the Right Career? Let Your Passion Be your Guide

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By Joy Marx, Executive Producer, Director of Strategic Partnerships, Center City Film & Video 

What makes you – YOU?

If I could give any advice looking back on my career in video production, it’s you must kiss a few frogs (maybe a LOT of them) before you find the right path. The more you learn about yourself- your strengths, your interests, what energizes you- the closer you’ll get to finding the work you’re meant to do.

When I graduated college, I had no idea what I wanted to do. Most of my friends (mostly guys) were heading into banking, so I followed suit and joined the training program at Manufacturers Hanover (now part of JP Morgan Chase).  How I got that job is still a mystery-  as, anyone who knows me would tell you that complex math has never been my strong suit! I didn’t last long. After spending 6 months slogging through, I realized it just wasn’t for me.

Next stop-  Ogilvy & Mather - one of the most iconic ad agencies in New York. Although I loved the energy, the people, the prestige of working on big accounts like American Express and  Pepperidge Farm, my job as a Media Planner was (you guessed it) too much math! Although it was directionally correct, I knew in my soul, the spark wasn’t there.

So, I moved on to the ad Agency Backer Spielvogel Bates, where I joined the M&M’s team as an Account Executive. It was my first time working directly with clients, a little intimidating at first, but a valuable learning experience. Although I enjoyed seeing the creatives produce awesome creative campaigns, a lot of my work involved research and presenting to clients (which, at my young age, was incredibly intimidating). I remember crying that I did not feel comfortable, there was too much showmanship and political one upmanship- and I felt I really couldn’t be completely myself.

That was until the day I landed on a location shoot at the Baltimore airport for an M&M’s commercial, where I witnessed Garret Brown, the legendary inventor of the Steadicam camera, work his magic. The moment I stepped onto the set, something inside me lit up. Watching the crew- camera operators, producers, stylists, and talent- all working together in creative harmony, I felt something click in. It brought me right back to high school, where I had written songs, performed in musicals and painted and sculpted to my heart’s content.

Right then,  I knew I had found my place.

I took the bold step to quit advertising cold turkey and start on my career path in video production.

I got a few gigs doing Craft Service- feeding the crew- and I loved it! Being around that community fed my soul, and I felt so at home with all the people I was meeting and working with, side by side.

Although I was making very little money, scraping by, I was still completely energized by anything and everything I was assigned to do. Some stand out memories as a Production Assistant: picking up Great Dane poop all day while on an American Kennel Club Shoot, getting my eardrums completely blown out in front of the stadium speakers while pulling cable for the crew in the first row of a Tears for Fears concert,  and picking up hot and delicious smelling and tasting perfect pretzels for the crew at 4:30 in the morning at Federal Pretzel, and making hand drawn maps for the crew to ensure that they knew the correct route to get to location (ha!).

I quickly worked my way up the production ladder- only because my enthusiasm and love for production and being a good fit with the production community meant that I could be my authentic self- and shine in this industry.

As I have always stressed to my kids and up and coming talent- if you follow your passion, follow what makes you tick, and feel like you can be appreciated for your authentic self, you will land a successful career- and then then, I promise, the money will come.

Looking back on my career, I see that my journey wasn’t linear- but it was intentional. Each job, even the ones I didn’t love, taught me something. I paid attention to what lit me up and what didn’t. And over time, I step-stoned my way to a career that feels like home.

How to Discover the Perfect Job for You

Not everyone has a lightning-bolt moment like I did on that commercial set—but there are ways to get closer to work that feels meaningful and energizing. Here are a few lessons I’ve learned along the way:

1. Start Somewhere—Anywhere
Your first job doesn’t need to be “the one.” It’s a square on the game board of life. Whether it’s in your field of study or not, every experience offers valuable insight. Pay attention to what you enjoy—and what drains you.

2. Notice What Lights You Up
That feeling I had on set? That spark is worth chasing. Think back to moments in your life—projects, classes, hobbies—when you felt fully engaged. What were you doing? Who were you with? What roles were you playing? Those clues can point toward your passion.

3. Learn from What Doesn’t Work
Just as important as knowing what you love is recognizing what you don’t. I knew I wasn’t meant for a future filled with spreadsheets—and that realization moved me forward. Don’t see a misstep as a failure—it’s information.

4. Be Willing to Pivot
Careers aren’t linear anymore, and that’s a good thing. Some of the most successful, fulfilled professionals I know made big pivots—sometimes more than once. If something isn’t clicking, give yourself permission to try something new.

5. Embrace the Long Game
Finding work you love isn’t always instant. Sometimes, passion emerges over time, through curiosity and trial. Keep showing up, stay open to learning, and trust that your path will unfold.

6. Focus on Growth, Not Titles
Especially early on, the job title or salary doesn’t matter as much as what you’re learning. Are you being challenged? Are you meeting people who inspire you? Are you building new skills? Those things will compound—and eventually open doors you didn’t even know existed.

Final Thought
You don’t need to have it all figured out. Few people do. The key is to stay curious, be honest with yourself, and follow the breadcrumbs. Every job, every detour, every “wrong” turn can bring you closer to the work you’re meant to do.

And when you find it—you’ll know.
Something inside you will light up.

Joy Marx
Executive Producer, Director of Strategic Partnerships
Center City Film & Video
3-Time Emmy Award Winning Video Producer | Problem Solver | Client Advisor
1635 Market Street 19th FL | Philadelphia, PA 19103
267-597-3532  |  jmarx@ccfv.com  |  ccfv.com

MEMBER OF THE MONTH: Aymee O'Neill

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Aymee O'Neill is the Director of Business Development at Liberty Resources Home Choices, a mission-driven home care agency in Philadelphia where she helps seniors and people with disabilities live as independently as possible while remaining in their homes and communities.

A natural relationship-builder, Aymee has a unique ability to turn conversations into collaborations. Her passion for networking isn’t just about meeting people—it’s about creating meaningful connections that drive impact and move missions forward.

At Liberty Resources, Aymee works to empower people with disabilities and older adults to live independently in the community, where they can thrive and fully participate in all that Philadelphia has to offer. Rather than being isolated in institutions, individuals are supported with the resources, services, and advocacy they need to make their own choices and live life on their own terms.

Liberty Resources Home Choices is deeply committed to promoting accessibility, self-determination, and inclusion in every area of life. Our services go far beyond home care. We assist individuals in navigating community resources, and actively advocate for equal access to housing, healthcare, employment, and community participation. At the heart of our mission is the belief that everyone deserves the freedom to live life on their own terms, with dignity and choice.

Looking ahead, Aymee is focused on expanding Liberty Resources' reach, championing community-based care, and continuing to build a network that reflects her deep commitment to equity, independence, and opportunity for all.

Q&A with Aymee:

My first concert:  Morrissey.  I still try to attend any of his concerts when he comes to Philly!  Morrissey is timeless!

My favorite place to travel to: Puerto Rico — it's where I feel most connected to my roots. I try to visit my parents there several times a year and always cherish the opportunity to reconnect with my culture, my family, and the vibrant energy of the island. 

My best networking tip: Attend events alone—or if you go with a friend, make a point to branch out and talk to other people. It’s easy to stay in your comfort zone, but real connections happen when you step outside of it. Be intentional about introducing yourself, asking questions, and engaging with new faces.

If you decided to start a different career, what would you do instead of what youare doing now?  I would open a beachfront gym in Puerto Rico! I love the idea of combining wellness with the beauty and energy of the island. 

My guilty pleasure TV show is Law & Order: SVU. I’ve seen every single episode — multiple times — and I never get tired of it. 

Aymee O'Neill
Liberty Resources Home Choices
267-836-2220
AymeeOneill@gmail.com
www.HomeChoices.org
LinkedIn  Instagram  LHC Facebook

From Vision to Venture: Backing Local Entrepreneurs with the Capital to Thrive

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Vibrant communities rely on the success of local entrepreneurs. However, for many early-stage small businesses—particularly those in under-resourced neighborhoods—access to capital remains a significant hurdle. Through innovative partnerships, targeted investments, and personalized support, small businesses can obtain the resources they need to succeed.

In 2024, Fulton Bank launched a transformative early-stage financing initiative in partnership with The Enterprise Center, a Philadelphia-based community development financial institution. Backed by a $250,000 grant from the Fulton Forward Foundation, the program provides $10,000 investment awards to promising small businesses that face barriers to traditional funding.

But it’s more than capital—it’s a comprehensive support system. Each recipient is paired with a mentor from The Enterprise Center and an EMPOWER Business Banking Advocate from Fulton Bank and receives tailored advisory services designed to foster sustainable growth.

Black Dragon, a West Philadelphia restaurant, is a standout recipient of one of these early-stage financing grants.  Black Dragon continues its mission of nourishing the community with dishes that honor Black culinary traditions while embracing the familiar aesthetic of Chinese takeout. Co-founded by Chef Kurt Evans, Kyle Moore and Andrew Trotter, the restaurant reclaims former takeout storefronts and transforms them into vibrant spaces of cultural pride and renewal. With a menu rooted in soul food and a commitment to second-chance hiring, Black Dragon is more than a storefront —it’s a symbol of resilience, restoration, and community belonging.  

This program is part of Fulton Bank’s broader EMPOWER Community Banking strategy, which focuses on financial inclusion, education, and equity. By investing in entrepreneurs like Chef Evans, we’re not just funding businesses—we’re fueling dreams, creating jobs, and revitalizing neighborhoods.

The impact is already tangible. Dozens of businesses have received grants, each with a unique story and a shared goal: to build something lasting. From home care startups to culinary ventures, these entrepreneurs are proving that with the right support, small businesses can thrive.

At Fulton Bank, we see ourselves not just as lenders, but as partners in progress. Through strategic collaboration and community investment, we’re helping local businesses access the capital they need to succeed—and shaping a stronger, more equitable future for all.

Learn more about our small business initiatives and how we’re building vibrant communities at Fulton Bank. Fulton Bank, N.A. Member FDIC. 


Joseph Tredinnick serves as Market President for Greater Philadelphia and South Jersey at Fulton Bank, where he oversees strategic growth, deepens client relationships, and strengthens community partnerships across the region. With more than 30 years of experience in banking and financial leadership, he brings a proven track record of driving financial performance and fostering innovation. Tredinnick’s leadership reflects Fulton Bank’s mission to deliver exceptional service while building vibrant communities throughout the Mid-Atlantic.

856-787-6298 | Jtredinnick@fultonbank.com | fultonbank.com

MEMBER OF THE MONTH: Alexis Stucker

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For Alexis, Senior Account Executive at Hydr8, health and wellness aren't just buzzwords – they're a driving force. The early loss of her mother in 2005 ignited a passion for well-being, leading her to Hydr8. What better purpose than providing the cleanest, healthiest drinking water and coffee to workplaces, schools, and hospitals?

Alexis thrives on helping businesses, particularly in the healthcare industry, achieve their sustainability goals while boosting their bottom line and streamlining operations. It's a powerful connection: hospitals dedicated to healing often grapple with ironically unclean water, a basic necessity crucial for patient recovery.

"Everyone deserves access to pure, microplastic-free water at an affordable price," Alexis believes. Her dedication at Hydr8 makes this vision a reality, one workplace and healthcare facility at a time.

Q&A with Alexis:

What is your guilty pleasure TV show? White Lotus on HBOMax

What is a non-profit that you support? Other than CCBA? Brandywine SPCA

What is your favorite place you have traveled to? Paris, France

What was your first concert? Genesis at the Spectrum in Philadelphia

What was your first job? Right out of college, I was a Trip Director - setting up sales and incentive meetings for Big Pharma, flying all over the world

Alexis Stucker
Account Executive
Cell: 610-733-7343
Office: 718-313-0113
www.Hydr8.us
Instagram LinkedIn GET FREE TRIAL

MEMBER OF THE MONTH: Maddie Whitehead

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Maddie Whitehead is the Founder and Managing Principal of Blueprint Commercial, a Philadelphia-based, woman-owned commercial real estate firm redefining community-first brokerage. With over a decade of experience in public accounting, development, and brokerage, Maddie launched Blueprint in 2024 to combine deep market knowledge with purpose-driven strategy. Her goal: to build a firm that uses real estate as a tool for long-term neighborhood investment and inclusive growth.

Since its founding, Blueprint has become a trusted advisor to nonprofits, local and regional businesses, institutional users, and community-focused developers. Collectively, the growing team has transacted more than $1.3 billion in volume and leased and sold over 10 million square feet throughout their careers—while delivering the high-touch, client-centered service that defines the firm’s boutique model.

A core focus of Blueprint’s work is guiding nonprofit and mission-driven organizations through strategic real estate decisions. The firm helps groups—ranging from health centers to education and social service providers—secure space that supports their missions and strengthens communities. Maddie is also a strong advocate for local food, beverage, and retail focused entrepreneurs, helping independent operators find, lease, and grow into spaces that reflect their identity and energize neighborhoods. From Center City to Fishtown and beyond, Maddie and her team support operators that anchor walkable, mixed-use corridors and contribute to Philadelphia’s cultural and economic vibrancy. Blueprint also represents developers and investors in acquiring and selling multifamily, mixed-use, and development properties—especially in emerging neighborhoods. The team understands zoning, incentives, tenant mix, and corridor dynamics—and often bridges public and private interests to reposition assets, support nonprofits, and guide social enterprises as they grow.

Maddie and her team are actively engaged in Philadelphia’s civic and business networks, contributing to conversations around policy, investment, and inclusive development. These relationships continue to shape the firm’s strategy. As the industry evolves, Maddie leads with focus and purpose. Her philosophy—do what you do best, serve with intention, and build relationships—guides Blueprint’s operations. The result is a firm committed to using real estate as a lever for lasting, positive change in Philadelphia.

MEMBER OF THE MONTH: Elaina Smith

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My name is Elaina Smith, and I am the Regional Sales Manager at LaserTek Solutions. LaserTek Solutions is the local supplier of home, office, or industrial printer and technology needs. I will work hard to find the best solution whether it’s a wide format printer, office printer, supplies, or even a new computer. We offer financing and leasing to help your business grow without any large upfront costs. Reach out to inquire about our first-time customer offers. We have worked with many companies to seamlessly end their current leases and take advantage of our savings.

LaserTek Solutions started as a local family business in the Pittsburgh area region for 35 years and I am excited to be part of bringing that personalized and highly technical experience to Philadelphia! Let us incorporate efficient equipment to optimize your processes while providing on-site or over the phone support throughout the process. The first step is to set up a call so that I can learn more about your business and processes. Through our network of world-renowned manufacturers and service team, we can offer solutions to save you money and time.

Our centralized location near Philadelphia’s beautiful city hall allows us to come to you when needed for fast service. By having a caring focus on your business objectives and a deep understanding of your printing requirements, we harness our expertise so that you avoid paying for unnecessary or overpriced equipment. Our commitment to continuous improvement drives us to consistently provide unparalleled service, ensuring your printing operations run seamlessly.

Q&A with Elaina:

What was your first concert?
My first concert was in 2007 in Kenner, Louisiana at the Laketown Festival to see Gretchen Wilson, Lonestar, and Three Dog Night!

What’s your favorite or go to meal?
My favorite meal is homemade biscuits and gravy!

What is your favorite spot in Philly to disappear for some alone time?
My favorite spot to disappear is the Schuylkill River Trail. I love to admire the trees and the occasional chipmunks! 

What is something you’ve always wanted to do but haven’t done yet?
I have always wanted to go sky diving! I will go someday! 

What is your guilty pleasure TV show?
New Girl is my go-to guilty pleasure TV show!

Click here to view all the brands they carry!

Elaina Smith
LaserTek Solutions
1635 Market Street, Suite 1625
Philadelphia, PA 19103
903-714-3780 (cell)
215-323-5699 (office)
elaina@laserteksolutions.com
laserteksolutions.com/
facebook.com/LaserTekSolutions/
linkedin.com/company/lasertek-solutions/

MEMBER OF THE MONTH: Tara Acosta

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Hi everyone. My name is Tara Acosta.  I am the owner of Sulimay’s Salon & Barber Studios in Fairmount and Manayunk and author of The Street Smart Side of Business. 

As a Philly Native, I graduated from Hallahan in ‘95 shifting into Jean Madeline Cosmetology School right after high school.  I then joined my dad in his barbershop, and at that time we took an old school Philly barbershop into a unisex hair studio.  Talk about a girl in a man’s world, I invaded their barbershop.  That was an adventure! We worked side by side together for 20 wonderful and entertaining years.   

In 2014 I opened Sulimay’s Hair Studio in Manayunk.  In 2019 I opened Sulimay’s Salon and Barber Studio located in Fairmount / Art Museum Area here in the Center City District.  I thought about rebranding, but what my father and I had was so special and I decided to keep his legacy going, so in 2023 we celebrated 60 years of Sulimay’s.   

In addition to life as a business owner and hairstylist I am also a Real Estate Sales Agent.  I find myself utilizing my network and matching clients with realtors in their desired niche market. This has been a successful practice for me pertaining to both commercial and residential.  

The Street Smart Side of Business is a book that I published a few years back.  It’s a guide book focused on  small business ownership and the importance of forward thinking.  It’s an easy read filled with short stories about entrepreneurship. I followed it up with The Street Smart Side of Business Podcast which focuses on entrepreneurs of all different industries. They share their insight and experiences in business.  I’m hoping to pick that back up in the near future.   

Saving the best part for last. I am a mom of three beautiful humans, Cianna (whom I now work with at SULIMAY’S Fairmount studio), Anthony and Jaxon. And I must shout out our two fur baby loves, Henry our Boxer and Blue our Huskey. My husband Mike is an attorney and entrepreneur as well, so together business is kind of our thing.  Working out, yoga, listening to a good play list or live music, beach runs at the shore, traveling and cheering on my kids at their sports are my hobbies, Not to mention going out for dinner and dancing on occasion.   Well that’s me a very long winded nutshell!  

Q&A with Tara:

It’s Sunday at 10 AM. Where are you?
At 10am on a Sunday, you’ll likely catch me just getting back from the gym or Yoga and sparking up the stove to cook Sunday breakfast with my family.  

What is your favorite place you have traveled to?
It’s hard to choose a favorite place that I have traveled to because I love experiencing different cultures. But if I must, Paris is it.  The architecture, food scene, art scene, fashion and overall vibrancy of the city is incredible.  Yet a beach in Jamaica with people reminding me  “no worries” is a beautiful thing as well.  

What is something you’ve always wanted to do but haven’t done yet?
Something that I have always wanted to do but haven’t done yet is skydiving.  My dad was a paratrooper in the 82nd airborne division of the US Army, and working next to him for 20 years hearing him share his jump stories has always intrigued me.  But as a mom, I always chickened out. 

What was your first job?
My first job was as a file clerk at a law firm in Two Penn Center.  After school at Hallahan, I would walk to the office and right to the file room.  

What is a non-profit that you support? Other than CCBA?
Legacy of Hope based out of Philly is a local charity that I work with.  They are amazing in what they do. 

 

Sulimay’s Salon & Barber Studio (Fairmount)
2333 Fairmount Ave, Philadelphia Pa 19130
215-763-4448
Facebook @Sulimay’s Salon & Barber Studio 

Sulimay’s Studio on Main (Manayunk)
4227 Main Street, Philadelphia Pa 19127 
267-437-3616
Facebook @Sulimay’s Studio on Main

Member of the Month: Ross Wilner

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Q&A with Ross:

What is your guilty pleasure TV show? The Real Housewive of Beverly Hills, just something about that show, I love to see all their issues.

What is your favorite place you have traveled to? I go to Cancun twice a year and always stay at the Hyatt Ziva, its on a peninsula so water is on 3 sides of the resort.

What was your first concert? Billy Joel in 1987, we camped out in the back of my 1987 Ford escort GT for hours and still got bad seats, but it was fun.

If you decided to start a different career, what would you do instead of what you are doing now? Selling Cars, I really do love going to a dealership and having that back and forth when purchasing a car.

What’s your favorite or go to meal? My favorite dish is the Onion Crepe at Vetri, it might just be the best thing I have ever eaten.

About Patchwork At Hyatt Centric l Hospitality HQ:

Conceptualization, Development, & Operations for Food Halls and Restaurants
Hospitality HQ* (HHQ) is a creative consulting and management company offering bespoke solutions for venue management and culinary-driven concepts across the United States. With over 40 years of combined experience in the most competitive markets, HHQ has the expertise to develop, curate and manage multi-use food and beverage venues that allow us to create a sense of place and enhance a community.

HHQ is currently the fastest-growing food hall management company in the country, with critically-acclaimed restaurant and communal dining projects located in New York City, Philadelphia, Los Angeles, Orlando, Washington D.C., Delaware, with several more cities in development – Minneapolis, Atlanta, and Lake Tahoe.

Proudly minority owned and operated.

Ross Wilner
General Manager
Patchwork At Hyatt Centric l Hospitality HQ
1620 Chancellor Street, Philadelphia, PA 19103
LinkedIn l www.hosphq.com

Member of the Month: Zakia Williams

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Zakia is the co-founder of Black Men Heal, an organization founded in 2018 to address the inequities of the broken healthcare system and eliminate the stigma surrounding mental health in Black and brown communities. Under its flagship program, Black Men Heal provides eight free therapy sessions to Black men and men of color, delivered by clinicians of color.

The organization has since expanded to include Heal with Him and Kings’ Corner, virtual psychoeducational groups that equip men and women with skills to improve their mental health, relationships, and overall well-being. Most recently, Black Men Heal launched a Gun Violence Group Therapy Program for youth and young adults, offering emotional support and coping strategies for those affected by gun violence. Committed to breaking barriers to mental health care, all services are provided free of charge to the community and we rely on the generosity of donors to continue our work. Grants, sponsorships, and donations are essential to funding our organization and programs, ensuring we can keep making an impact.


Q&A with Zakia:

What is your favorite place you have traveled to? Rwanda, Africa for a friend’s wedding. It is one of the cleanest cities I’ve ever visited.

What was your first concert?
Michael Jackson at the veteran stadium in Philadelphia!

If you “played hooky” how would you spend your day? Walking at the Wissahickon trail

What is something you’ve always wanted to do but haven’t done yet?
I love to sing, I can’t, but I love to

The weather says a snowstorm is coming. Besides the basics, what are you heading to the grocery store to make sure you have in case you are stuck at home?
Wine, white!

Zakia S. Williams, MBA, MA
Co-Founder and Chief Operating Officer
Black Men Heal
zakiawilliams@blackmenheal.org
blackmenheal.org

Member of the Month: Carleton Gholz

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My name is Carleton Gholz, and I am the institutional giving officer here at Curtis Institute of Music in Rittenhouse Square where I manage corporation, foundation, and government giving. I hold a bachelor’s degree from Macalester College and a Ph.D. in communication from the University of Pittsburgh. Before coming to Philadelphia in 2021, I had a 25-plus-year career in the Detroit music industry with positions as a journalist, teacher, scholar, and nonprofit director. In 2012, I founded Detroit Sound Conservancy (DSC), a nonprofit community-based archive and historic music venue with the mission of telling Detroit’s story through the experience of its music. I am currently writing my first book where I am hoping to share what I learned at DSC through research, oral history, and community engagement. I just completed my second full year at Curtis. I sincerely feel that everyone needs some classical music in their lives, and I am proud that our students are incredible ambassadors for music and for Philadelphia. With the support of our generous donors, Curtis provides an unparalleled musical education—tuition-free—to all students based solely on artistic promise. Our Centennial Gala will take place on Thursday, May 8, at the Penn Museum. I would love to hear from you if you or your company are interested in becoming a sponsor.
I live in South Philadelphia with my wife, cat, and bicycle.

Q&A with Carleton:

What was your first concert?
The Rolling Stones’ Steel Wheels Tour with my Dad at the Pontiac Silverdome in 1989.

What’s the best Philly live-music night?
The FREE (!) Curtis Recital Series every Monday, Wednesday, and Friday at 7:30 p.m. at 1726 Locust Street at Field Concert Hall. Reservations through our website are encouraged but not required. Come to experience why music matters so much for all of us.

What is a non-profit that you support other than Curtis?
PhillyCAM is a community media center committed to teaching, creating, and distributing locally-produced media content on cable television, FM radio, and online. Their studios are on 7th Street between Market and Chestnut.

Carleton Gholz
Curtis Institute of Music
1726 Locust Street
Philadelphia, PA 19103
215-717-3127
carleton.gholz@curtis.edu
curtis.edu
YouTube LinkedIn Instagram TikTok Facebook

Member of the Month: Rebecca Sole

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Founded in 2017, 1VALET is a smart building ecosystem that combines software, hardware, and services to make buildings better places to live and work. Working with 1VALET for almost a year in helping grow the US market, Rebecca Sole focuses on working with property managers, asset managers, and developers to help understand their needs and find the best solution to fit their projects. Our founder comes from a history of development, and built 1VALET keeping in mind the biggest pain points he encountered during his building and asset management.

Q&A with Rebecca:

What is your favorite place you have traveled to?
Puerto Rico; Old San Juan has some of the best food and building history I’ve ever traveled to.

What was your first job?
Working at a garden nursery stocking items and cashiering. I learned to love gardening from that experience!

What’s your favorite or go-to meal?
I crave a good salad; mixed greens, walnuts, cranberries, apples, sweet potatoes. A fall seasonal salad never disappoints.

What is your best networking tip?
Be authentic in conversation and keep an open mind when meeting new people; you never know when the opportunity to work together or recommend a peer will come in handy!

What is the first place you’d recommend to someone that’s never been to our city?
I’d recommend going to the Reading Terminal Market. The varieties of food offered never disappoints and with other local vendors, you’ll find the best gifts for loved ones.

Member of the Month: Sofia Leybin

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Sofia Leybin, Owner, Optique

Three decades ago, Optique brought the concept of luxury eyewear to the Philadelphia area. We achieved this by bringing together the best doctors, the latest technology and the most unique selection of frames available on the market. Today, Optique proudly continues the tradition of serving the Philadelphia area as the premier source for sophisticated, elegant Designer Eyewear and Prescription Eyeglasses. 

You are welcome to visit us in our convenient location in Rittenhouse Square!

I have been running Optique for last 15 years and working very hard on bringing to our customers the joy of having stylish eyewear and seeing clearly at the same time.

Q&A with Sofia:

What is a non-profit that you support? Other than CCBA?
Philadelphia Symphony Starlight circle volunteers.

What is your favorite place you have traveled to?
Madrid, Spain

It’s Sunday at 10 AM. Where are you?
At my son's house, spending time with my 3,5 yo grandson

If you had an extra hour in the day, what would you do with it?
Read more about art.

What is something you’ve always wanted to do but haven’t done yet?
Learn Spanish

What is the first place you’d recommend to someone that’s never been to our city?
The Barnes Foundation.

If you decided to start a different career, what would you do instead of what you are doing now?
Being a doctor.

Sofia Leybin
Owner, Optique
sofia@optiquestyle.com
222 West Rittenhouse Square
Philadelphia PA 19103
215-564-6666
optiquestyle.com


Mentorship

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by Monica Adya, PhD, Dean & Professor of Management, Rutgers School of Business–Camden

As I look back at my own journey as a first-time dean starting at an uncertain time in March 2020, I am grateful to my mentors who guided me in leading the Rutgers School of Business–Camden (RSBC) and our incredible faculty and staff to where we are today – a business school with an increasingly stronger footprint, a growing portfolio of programs, and positive growth in enrollments. For me, the value of mentorship was reinforced through the profound impact that my experienced mentors had in supporting my efforts.

With the belief that education extends far beyond the classroom, at RSBC, mentorship is rapidly becoming a cornerstone of support for our students. For students – especially those first in their families to attend college – the journey through college to their career can be both exciting and daunting. Unlike peers whose families may be more familiar with the demands of college and career, many of our students navigate unique challenges in translating academic knowledge into real-world skills and confidence. Mentorship can be beneficial in not only guiding them through academic, professional, and personal growth but also in making connections to the professional world. For many of our students, these connections can be transformative.

Using these considerations, RSBC has increased its emphasis on expanding mentorship opportunities at both the undergraduate and graduate levels. Last year, we began with our Executive-in-Residence program with Steve Selfridge as our inaugural EIR. Over the past three semesters, Steve has given valuable time, wisdom, and connections to many of our students. Our undergraduate peer mentor program sustains with about 40-45 students participating annually. In this program, junior and senior students help their incoming first-year colleagues navigate their college journey and guide personal and professional growth. This peer mentor program is expected to grow with the launch of our Business Honors program starting Fall 2024. Earlier this year, we also expanded our strategies to graduate students with the launch of mentoring programs for our Professional MBA and Online Master of Accountancy programs. Both these graduate programs are in pilot stage with plans to expand with future cohorts. Finally, RSBC’s graduate team is developing an ambassador program for our international students, who navigate not only their academic journeys but also a transition across continents to another culture and environment.

I ask you to join us in supporting our commitment to success through mentorship. Our programs are an opportunity for you in the business community to shape the future of our students and contribute to the success of the next generation of leaders. You bring a wealth of experience, a connection to the Rutgers community, and a clear understanding of what it takes to succeed. Your guidance can be pivotal in helping students develop professional networks, elevate resumes, prepare for interviews, and successfully transition to careers. Mentorship is about creating a ripple effect as our students learn from you to give back by passing on a legacy of support and resilience. I look forward to hearing from you should you be interested in supporting our programs.

With appreciation,




Monica Adya, PhD
Dean & Professor of Management

 

Crack the Estate Valuation Code: Prevent Disputes & Protect Your Wealth

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Building wealth is no small feat. You've dedicated time and effort to grow your financial legacy, and protecting it is crucial. At the heart of this protection lies understanding the true value of your assets.

So, what exactly is estate valuation, and how does it influence your taxes and broader estate plan? Let’s demystify it with insights drawn from frequently asked questions by high-net-worth individuals.

What is Estate Valuation?
Estate valuation is determining the value of your assets, whether it’s a real estate portfolio, stock holdings, business stakes or collectibles like art and jewelry. The aim is to establish a value that holds up under the scrutiny of the IRS, creditors, probate courts and your heirs.

Why Is Estate Valuation Essential?
Accurate valuations are the linchpin of your estate plan. They significantly affect your financial planning and wealth strategies and impact the taxes your heirs might face. A well-substantiated valuation ensures your assets are properly categorized, minimizes estate taxes and prevents potential disputes.

How Do I Navigate Valuation Tax Implications?
Estate planning can feel like a minefield of tax implications. An accurate valuation helps you sidestep potential pitfalls. Underestimating your estate's value can lead to IRS disputes, while overestimating may burden your heirs with excessive taxes. Proper valuation also influences other transactions, like gifts or sales, potentially triggering tax consequences.

How Do I Select the Right Professional for My Valuation?
Engage a professional who can confidently defend their valuation(s) in front of the IRS. Each asset type demands specific expertise, so hire appraisers with knowledge in valuing your unique assets. For business valuations, look for experts with credentials like Certified Valuation Analyst (CVA), Accredited in Business Valuation (ABV) or Accredited Senior Appraiser (ASA).

What Do I Need to Know About Valuation Timelines and Costs?
Typically, estate valuations take about four to six weeks after the appraiser gathers necessary information. Valuation services can start at around $10,000 and vary with asset complexity. However, the peace of mind from minimizing taxes and staying compliant is invaluable.

How Do I Address Valuation Discrepancies?
If you disagree with a valuation report, scrutinize it thoroughly. Appraisers strive to capture all relevant details, but your input can be critical. Share your insights to ensure the valuation is as accurate and defensible as possible.

Is Your Estate Plan on Solid Ground?
Avoid leaving your heirs with disputes over asset values. Knowing and proving your estate's worth is essential for safeguarding your wealth. For reliable peace of mind, consult with our business and asset valuation experts to see how a thorough appraisal can reinforce your estate plan.

If you have any questions regarding this resource, please feel free to contact Geoffrey Mesko, Partner at Armanino Advisory LLC.

Member of the Month: Jade Lee

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Jade Lee, Nurse Practitioner and Co-Founder of WellZone Medical Weight Loss

Jade Lee is a highly experienced healthcare professional with over 20 years in the field, including two decades as a Registered Nurse and nine years as a Family Nurse Practitioner. She earned her Bachelor of Science in Nursing (BSN) from Temple University in 2004 and her Master of Science in Nursing (MSN) from LaSalle University in 2015. Her extensive background in nursing and patient care has equipped her with a deep understanding of the complexities of health and wellness, particularly in the realm of obesity medicine.

In 2018, Jade co-founded WellZone Medical Weight Loss, an innovative practice dedicated to providing personalized obesity management solutions. Under her leadership, WellZone has expanded to locations in Philadelphia and King of Prussia, Pennsylvania, serving over 1,000 clients and facilitating 100-150 office visits per week. The practice’s success is a testament to her commitment to improving patient outcomes through evidence-based approaches and compassionate care.

Q&A with Jade:

What is your favorite spot in Philly to disappear for some alone time?
My favorite space away from home and work is Fitler Club. 

What is your favorite place you have traveled to?
My favorite place so far is Paris. I truly enjoyed the art, culture, and shopping.

What was your first job? 
My first job was at the Free Library of Philadelphia. I was 14 years old.

If you had to leave your home and could only take 1 item with you, what would it be?
I’d grab my phone- my phone will connect me to everything else that I need.

What is your best networking tip?
Introduce yourself to 3 people who you never met before.

Jade A. Lee CRNP
WellZone Medical Weight Loss
Main Location: 6643 Chew Avenue Floor 1, Philadelphia PA 19119
833-935-9663
info@wellzonemedicalweightloss.com
wellzonemedicalweightloss.com
Instagram: @wellzonemedicalweightloss

2024 Year-End Planning Guide for Manufacturing and Distribution Companies

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Kevin Ryan, Partner at Citrin Cooperman

Citrin Cooperman is proud to announce the launch of our 2024 Year-End Planning Guide for Manufacturing and Distribution Companies! This guide was developed to provide leadership at manufacturing and distribution companies with the tools necessary to navigate strategic planning for their businesses in the upcoming year.

This guide provides information and support on the following:

  • The latest tax and planning strategies, for general, state and local, and international tax planning

  • Advice on transactions and mergers and acquisitions (M&A) planning

  • Best practices for preparing and closing year-end

Click here for more information.

If you have any questions regarding this resource, please feel free to contact Kevin Ryan, Partner at Citrin Cooperman, at kryan@citrincooperman.com.

Member of the Month: Ilyse Shapiro

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The Candy Lab, located in Ardmore, PA and Haddonfield, NJ,  is a craft workshop where you can make edible art.   At The Candy Lab, we bring the art of candy crafting to life! We believe in the power of imagination and creativity, and what better way to explore these concepts than by playing with your food!

Our classes, camps and parties on candy crafting for kids are designed to engage and entertain children (and kids at heart) while they learn the fascinating process of making their own sweet creations. Led by our expert candy artists, we inspire kids to think outside the box and bring their imaginings to life using delicious candies, fruits and vegetables.

The Candy Lab provides a safe and supportive environment where kids can experiment with different techniques and tools under the guidance of experienced candy artists. From crafting lollipops in a variety of shapes to designing colorful candy bracelets, the possibilities are endless. Not only do these classes foster creativity, but they also boost fine motor skills, hand-eye coordination, and critical thinking abilities.

As a family-owned business, we understand the importance of creating lasting memories with our loved ones. That’s why we offer a range of candy crafting workshops suitable for all ages. Whether it’s a birthday party, scout troop activity, or a fun weekend outing, The Candy Lab provides an interactive and delightful experience for everyone.

So, go ahead and play with your food! Join us at The Candy lab and let your imagination soar as you create your own sugary masterpieces.

Q&A with Ilyse:

What is a non-profit that you support? Other than CCBA? 
The Halloween Helpers provides new and previously-enjoyed Halloween costumes to kids in need throughout the world!

What is your favorite place you have traveled to?
Silver back gorilla watching in Uganda  

What was your first job?
Newspaper carrier 

What is something you’ve always wanted to do but haven’t done yet?
Volunteer at an elephant orphanage in Thailand

What is the first place you’d recommend to someone that’s never been to our city?
Reading Terminal

Beneficial Ownership Reporting Requirements

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Is Your Company Required to Report Beneficial Ownership Information (BOI)? 
The January 2025 Reporting Deadline Indicates You May.
By Robert Cohen, CPA, CFE  

Beneficial Ownership Interest Reporting Requirements
The new BOI reporting requirements, effective January 1, 2024, apply to domestic and foreign companies created or registered to do business in the US by filing a document with the Secretary of State (or similar office). While certain types of businesses are exempt from filing (e.g., tax-exempt entities, banks and credit unions, large operating companies, inactive entities), the new rules are targeted at small businesses. So, chances are many of your business may be impacted.

Here are the details.
The Corporate Transparency Act (signed into law on January 1, 2021) expanded anti-money laundering laws and created new reporting requirements for certain companies doing business in the US.  Beginning in 2024, many small businesses are required to report information about their beneficial owners to the Financial Crimes Enforcement Network (FinCEN) in an effort to create a national database for use by national security and law enforcement agencies to prevent the use of shell companies for criminal activity. 

Who Must File. 
Both domestic and foreign reporting companies are required to file reports.  A company is considered a reporting company if a document was filed with the Secretary of State (SOS) or similar office to create or register the entity.  Corporations (including S corporations), LLCs, and other entities formed through the SOS are subject to the reporting requirements.  But, because sole proprietorships, trusts, and general partnerships do not require the filing of a formal document with the SOS, they generally are not considered a reporting company and will not have a filing requirement.  Foreign companies are required to file reports if they are registered with the SOS or similar office under state law.

Some companies are exempt from reporting, but many of the exempted companies are already required to report ownership information to a governmental authority.  Of particular interest to you may be the exemption for large operating companies.  A large operating company is any entity with (a) more than 20 full-time US employees, (b) an operating presence at a physical office within the US, and (c) more than $5,000,000 of US-sourced gross receipts reported on its prior year federal income tax return.  If you meet these qualifications, you are not subject to the new reporting requirements.

What Information Must be Provided.
Beneficial Ownership Information (BOI) must be reported for the reporting company's beneficial owners and (for entities formed or registered after 2023) company applicants.  BOI includes an individual's full legal name, date of birth, street address and a unique ID number.  The unique ID number can be from a non-expired US passport, state driver's license, or other government-issued ID card.  If the individual does not have any of those documents, then a non-expired foreign passport can be used.  An image of the document showing the unique ID number must also be included with the report.

Beneficial Owners.
Two groups of individuals are considered beneficial owners of a reporting company: (1) any individual who directly or indirectly owns or controls at least 25% of the ownership interests of the reporting company; or (2) any individual who exercises substantial control over the reporting company.

Individuals with substantial control are those with substantial influence over important decisions about a reporting company's business, finances, and structure.  Senior officers (president, CFO, general counsel, CEO, COO, and any other officer who performs a similar function) are automatically deemed to have substantial control, as are individuals with the authority to appoint or remove senior officers and board members.  There is no requirement that these individuals have actual ownership in the company to be considered a beneficial owner for reporting purposes.

Company Applicants.
The company applicant is the person who actually files the document that creates or registers the reporting company (e.g., an attorney).  Company applicants must provide the same information that is required of beneficial owners, but only if the reporting company is formed or registered after 2023.  Because of the difficulty in tracking down information about company applicants for reporting companies that have been in existence for a number of years, reporting companies formed or registered before 2024 do not have to supply BOI for their company applicants.

FinCEN Identifiers.
Individuals and reporting companies can request a FinCEN Identifier (FinCEN ID) to use in place of supplying detailed information on the report.  A FinCEN ID is a unique number assigned by FinCEN which is obtained by submitting the same information as is required of a beneficial owner or reporting company.  A FinCEN ID may be useful to individuals that prefer to send their personal information directly to FinCEN rather than through a reporting company, or to individuals that may be required to supply information as a beneficial owner or company applicant of several reporting companies. 

Important Filing Dates.
For existing reporting companies created or registered before 2024, the initial report is due by January 1, 2025.  For reporting companies created or registered in 2024, the initial report is due 90 days after the entity's creation or registration.  For reporting companies created or registered after 2024, the initial report is due 30 days after the entity's creation or registration.

If there is a change to previously reported information about the reporting company or its beneficial owners, an updated report must be filed within 30 days of the change.  So, it is imperative that your company implement a system to identify reportable changes and file an updated report with FinCEN in a timely manner.  The penalties for willfully failing to file both initial and updated reports are steep-$500 per day that the report is late, up to $10,000 and imprisonment for up to two years.

How to File.
BOI reports must be filed electronically.  FinCEN's e-filing portal, available at  https://boiefiling.fincen.gov/ , provides two methods to submit a report: (1) by filling out a web-based version of the form and submitting it online, or (2) by uploading a completed PDF version of the BOI report. Some third-party service providers may also offer the ability to file the BOI report through their software.  The person who submits the BOI report will need to provide their name and email address to FinCEN.  There is no fee for filing the report.

If you have any questions about these new reporting rules and how they affect your business, consult your legal or financial professional – or I would be happy to discuss them with you and provide you with recommendations for legal counsel assistance.  FinCEN also has a Small Entity Compliance Guide and frequently asked questions to help guide businesses through the reporting requirements.  These are available at  https://www.fincen.gov/boi/small-business-resources.

Robert Cohen, CPA, CFE
215-938-8815
rcohen@cohencpacfe.com

Member of the Month: Wendy Ramunno

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As a ghostwriter, Wendy Ramunno enjoys helping busy executives get their best ideas across to their target audience. She specializes in thought leadership strategy, articles, op-eds, video scripts, speeches, and social content. 

Wendy’s clients include university presidents, tech CEOs, and top executives at leading global firms. Her work spans multiple industries, but she finds cleantech and renewable energy projects especially rewarding. 

Wendy began her career on Capitol Hill, where she covered the U.S. House of Representatives for Congressional Quarterly. Since then she’s taught English in Barcelona, earned a culinary degree in New York, and cooked at Eleven Madison Park. She’s written for national magazines like Fast Company and Food & Wine, and was the Philadelphia Editor of Zagat. 

A graduate of the University of Notre Dame, Wendy also studied in Santiago, Chile. She works out of Offsite at Fitler Club, where she leads the Women of Fitler networking group. Wendy has clients around the world, so she really appreciates when she can collaborate with local Philadelphia leaders in person. 

Q&A with Wendy:

It’s Sunday at 10 AM. Where are you?
Headhouse Farmers Market almost every week (buying more flowers, fruit, and veggies than I can carry)

What is a non-profit that you support? Other than CCBA?
Philadelphia public schools. Thriving schools for all Philadelphia children are key to the city’s success.  

What is your favorite spot in Philly to disappear for some alone time?
Walking my dog in Washington Square 

What are you reading right now (or what is a go-to book you would recommend to others)? I’m usually reading a few books at a time on my own and with my book club. But I will always love “My Brilliant Friend,” the Neapolitan novel series by Elena Ferrante. And its HBO adaptation is excellent, too!

What is something you’ve always wanted to do but haven’t done yet?
Write a novel 

Wendy Ramunno
Wendy Ramunno Consulting
wendy@wendyramunno.com
wendyramunno.com
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