Contact: (585) 348-7142                rpcn@rochesterconsultants.org

Speakers/Workshops

Upcoming events

    • 14-Aug-2015
    • 8:00 AM - 9:30 AM
    • NeighbrWorks, 570 South Ave. Rochester
    Estate Planning for Small Business

    Location: NeighborWorks

    Presenter: Philip L. Burke, Esq.

    Transitioning ownership of businesses to the next generation (or management) can be cost effective and efficient. This presentation will go over the do's and don'ts of estate planning and transitioning small businesses.

    Three key learnings the audience will take away:
    1. Current estate tax exemptions (Fed & State).
    2. Discount strategies to reduce transfer costs.
    3. Use of stockholder agreements to [rptect business interests.

    Here is a short video in which Phillip describes his presentation.

    Phillip Burke

    Philip L. Burke is the Administrative Partner in the firm's Family Wealth and Estate Planning Department and a member of the firm's Management Committee. He concentrates his practice in estate planning, charitable giving, estate administration,
    probate, estate tax law and long term care planning. He works closely with clients and their advisers to develop appropriate estate plans for them and their families, including drafting of Last Wills and Testaments, Revocable and Irrevocable Trusts, Family Limited Partnerships and Limited Liability Companies, Business Succession Documents, Powers of Attorney, Living Wills and Health Care Proxies and other related documents.

    Mr. Burke received his J.D. degree from Albany Law School and his B.A. degree with Distinction from Boston University. He
    is a Fellow of the American College of Trust and Estate Counsel and also a Fellow of the New York State Bar Foundation.

    Mr. Burke is currently a member of the Board of Directors of the Rochester Area Community Foundation. He has also served
    as a member of the Board of Trustees of Our Lady Of Mercy High School, the Planned Giving Advisory Board of the Greater
    Rochester Chapter of the American Red Cross, the Rochester Area Community Foundation and the Hillside Family of
    Agencies. He is also past-chair of the Board of Directors of Gilda's Club Rochester, NY and Children Awaiting Parents, Inc.

    Mr. Burke is a member of the Monroe County and New York State Bar Association. He is a Past Chair of the New York State
    Bar Association's Trusts and Estates Law Section and serves as an officer on its Executive Committee.

    Here's a map to NeighborWorks.

    Open to the public.

    No charge for RPCN members. $10.00 for non-members.


    • 28-Aug-2015
    • 8:00 AM - 9:30 AM
    • NeighbrWorks, 570 South Ave. Rochester
    Incubators and Consultants

    Location: NeighborWorks

    Presenter: Dr. Joel T. Shertok

    Silicon Valley and Sand Hill Road have become synonymous with the creation of dynamic new businesses in the IT arena since the 1960s. Universities have used the Silicon Valley incubator model to attempt to monetize their professors’ and students’ research. Dr. Shertok’s talk will describe why and how we got to this place, whether the incubator model is truly valid and where do we need to go from here. Incubators can be opportunities for the savvy consultant to find additional business.

    Three Key Learnings  The Audience Will Take Away From Your Program?

    1. Understanding how/why we got to the University Incubator model via Silicon

    2. Why the Silicon Valley model is not as valid for University Incubators (see South Park’s “Underwear Gnomes” episode for additional background)

    3. My exposure to the current Incubator system demonstrates that it is essentially a “blind leading the
    blind” syndrome. Therefore, there any number of excellent opportunities for the savvy Consultant to get additional business. But – you have to be where the fish are: ULVANY, HTR, etc. etc. and understand you are dealing with inexperienced personnel who may need “guidance.”

    Dr. Joel ShertokDr. Shertok is a 49’er, (but not a miner), born in 1949 in the Bronx. He is totally a product of the New York City public school system (when it actually worked) and graduated from the Bronx High School of Science in 1967. He attended The Cooper Union in lower Manhattan, getting his B.E./Chemical Engineering degree in 1971. He then attended Princeton University (the polar opposite of Cooper), obtaining his Ph.D./Chemical Engineering degree with a specialty in Fluid Mechanics and Rheology in late 1975. One of Dr. Shertok’s claim to fame is that his entire education from Kindergarten to Ph.D. did not cost him or his parents a cent….it was a free ride all the way. Try to do that today.

    After a 40 year career in industry Dr. Shertok is currently a Visiting Scholar at RIT and President of Process Industries Consultants, a New York State S Corporation.

    Here's a map to NeighborWorks.

    Open to the public.

    No charge for RPCN members. $10.00 for non-members.


    • 11-Sep-2015
    • 8:00 AM - 9:30 AM
    • NeighborWorks, 570 South Ave., Rochester
    Are You Wiser Than Your Results?

    Location: NeighborWorks

    Presenter: Mark A. Dulaney

    You have heard the term “She is wiser than her years!” This means she speaks and acts wiser than her age. That is
    always a compliment. Today, I have a different question for you. That question is “Are you wiser, smarter, and
    more talented than the results and income would indicate?”

    More specifically:

    1. Does your income match your training, education, and talent?

    2. Does your marketing results match your knowledge on marketing?

    3. Does the consistency, power, and effectiveness of your daily activity match your planned activities?

    4. Are you as confident as someone of your intelligence and experience should be?

    I have spent the last 30 years studying the world’s most successful people and comparing their thoughts, choices,
    actions and results with the rest of the population. Based on what I learned, I discovered the primary reason so
    many consultants are “Wiser Than their Results!”

    It is because there is a difference between what they know they are supposed to do AND What They Ultimately
    Decide To Do!

    Mark DulaneyThink about it, if you didn't know what to do, it wouldn't be so painful. The fact that you know how to be more
    successful and yet you are not more successful is the problem I want to help you solve.

    How often do you?

    Mark admits it, because anyone can print a business card and create a title, he is one-of-a-million coaches / authors / trainers.

    The reality is, in 1985 Mark began studying the top 5% of income earners, wealth creators, and marketers as well as the top 1% of world champion athletes and award winning entertainers to see what makes them GREAT!

    Then, for the last 10 years Mark studied those who struggle and those who create mediocre results to understand the differences between those who become “Great” and the rest of the population.

    This actually makes Mark One-In-A-Million coaches / authors / trainers!

    Mark can explain what happens from the moment a “Thought of Success” enters your mind until it becomes a powerful action, weak action, no action, or a destructive action.

    Today, Mark wants to help you turn your "Thought of Success" into consistent, powerful, and effective actions that create your “Reality of Success!”

    Open to the public.

    No charge for RPCN members. $10.00 for non-members.

    Here's a Map to 570 South Ave., Rochester.

Past events

24-Jul-2015 Three Keys To Position & Sell 5-Figure Contracts
10-Jul-2015 3 Common Myths Consultants Buy Into That Keeps Them Stuck
26-Jun-2015 Running Effective Meetings
12-Jun-2015 Health Insurance Options Available Through the Individual and Small Group Marketplace
22-May-2015 Cyber Security: Critical IT Security Protections Every Business Must Have
08-May-2015 Everything you always wanted to know about intellectual property but were afraid to ask
24-Apr-2015 Enlightened Leadership: The Rising Spirit Of Leadership
10-Apr-2015 Writing a Winning Project Proposal
27-Mar-2015 How to Speak to Grow Your Business
13-Mar-2015 An Introduction to Bitcoin
27-Feb-2015 Refining Your Business Etiquette
13-Feb-2015 The Domain Name System - What It Is and How It Works
23-Jan-2015 Living Authentically: A Business Strategy
09-Jan-2015 Annual Tax Update Seminar
12-Dec-2014 Great Consulting Service, But Who Needs It?
14-Nov-2014 Sales Sucks and What to Do about It
24-Oct-2014 Close The Expert-Novice Chasm To Achieve Positive Outcomes
10-Oct-2014 Improving Profits Through Top-Notch Listening
26-Sep-2014 Transforming Kodak Alaris: A customer-driven approach
12-Sep-2014 Helping Your Clients Understand Theirs
22-Aug-2014 Networking for Introverts
08-Aug-2014 Why and How to Blog
25-Jul-2014 The Skype VOIP Program and How to Use It
24-Jul-2014 Exposing the Hidden Consulting Market
11-Jul-2014 Strategic Foresight: Equipping you for competitive advantage in the now & future
27-Jun-2014 Hit the ground running - Starting a new sales effort.
13-Jun-2014 Franchising as a Business: A practical overview of the pitfalls and advantages
23-May-2014 Microsoft in the Cloud
15-May-2014 TrendTalk: Challenges and Opportunities in Rochester’s Human Services Sector
09-May-2014 Is your Product or Service What Customers Want?
25-Apr-2014 How to Effectively Use Google AdWords
11-Apr-2014 Technology for Consultants: An Overview
28-Mar-2014 The State of the Economy: Current Economic Trends
14-Mar-2014 Improvise your way to successful collaboration -- LOCATION CHANGE
28-Feb-2014 Beautiful Questions to Guide a Consultants Career
14-Feb-2014 The Greater Rochester Region - Poised for Greatness!
24-Jan-2014 Practical Application of Web Technologies for Consultants
10-Jan-2014 Annual Tax Update
13-Dec-2013 Caring for Clients and the Power of Presence
22-Nov-2013 Using newsletters to tell your story
08-Nov-2013 Best Year of your Life - How to Set and Achieve Goals for 2014
25-Oct-2013 Patient Protection and Affordable Care Act and Its Impact on Small Businesses
16-Oct-2013 TrendTalk: Challenges and Opportunities in the Rochester High-Tech Sector
11-Oct-2013 Fraud Busting: Prevention and Detection for your Business
27-Sep-2013 RPCN Survey Results
13-Sep-2013 How Consultants Make Money (Note: Extended Program)
23-Aug-2013 Beyond IRA’s: Retirement Plan Options for Consultants
09-Aug-2013 Genesee County: Regional Opportunities
26-Jul-2013 Patenting Under the America Invents Act (AIA)
12-Jul-2013 Getting the most out of your trade show experience
28-Jun-2013 Pinterest for Business
14-Jun-2013 Demystifying Client Attraction
31-May-2013 OACES Program: Influential Leadership
24-May-2013 OACES Program: Telling Your Organization's Story
24-May-2013 How to Use Your Blog to Build Your Business
17-May-2013 Making Decisions Based on Facts - Excel Business Model
10-May-2013 OACES Program: Team Building - It's More Than a Job!
10-May-2013 Communication using Google
03-May-2013 OACES Program: Grants Workshop: How to Find and Get Grants
26-Apr-2013 OACES Program: Engaging Community Partners
26-Apr-2013 Eastman Business Park
19-Apr-2013 OACES Program: Understanding E-body (Online) Language -- CANCELLED
12-Apr-2013 Generating Evidence-Based Outcomes
29-Mar-2013 No Meeting
22-Mar-2013 7 Steps to Marketing Success
08-Mar-2013 Sandy Parker
22-Feb-2013 Data Visualization
08-Feb-2013 Perspectives on Retiring in Time: for yourself, your clients, your family, your legacy
25-Jan-2013 Google Analytics
11-Jan-2013 The Alliance Consultancy Business Model
14-Dec-2012 Tax Update for 2012
30-Nov-2012 How to Keep Your Computer from Catching a Cold or Flu
09-Nov-2012 Communicating Your Value
26-Oct-2012 Communication 101
12-Oct-2012 Business Success - It's All In Your Head!!
28-Sep-2012 What is Six Sigma? -- Location Change --
14-Sep-2012 Inbound Marketing--Location Change
31-Aug-2012 Get R.E.A.L: Unleashing Your Passion with PRsonality--Location Change
24-Aug-2012 Market Research at the Central Library---Location Change
10-Aug-2012 Business Solutions Forums
03-Aug-2012 RPCN Leadership Retreat
27-Jul-2012 Excel for Business Applications
13-Jul-2012 Pinterest --What Is It?
29-Jun-2012 Cloud Computing--What's in It for You?
22-Jun-2012 Leading With Your Strengths
22-Jun-2012 Advanced Excel Workshop
08-Jun-2012 Cultivate Influence
07-Jun-2012 Career Initiative for 16-24 year olds
25-May-2012 The America Invents Act – How It Alters Your Ability to Patent Your Invention
11-May-2012 Effective Problem Solving
27-Apr-2012 OACES/RPCN Literacy Zone – Professional Development Workshops - Organizing
27-Apr-2012 How to Write a Business Plan
13-Apr-2012 Getting Yourself into Print
30-Mar-2012 Customer 3D: A New Dimension
23-Mar-2012 Take Back Your Life: Using Microsoft Outlook to increase Your Productivity
09-Mar-2012 LinkedIn and Twitter Workshop
24-Feb-2012 Consultant as Leader
10-Feb-2012 Excel Workshop
27-Jan-2012 Quickbooks Workshop
13-Jan-2012 Tax Presentation
30-Dec-2011 No Meeting -- Fifth Friday
23-Dec-2011 No Meeting -- Holiday Week
09-Dec-2011 Create a Sizzling Brand
25-Nov-2011 No Meeting -- Thanksgiving Holiday
11-Nov-2011 How Usable Is Your Web Site?
28-Oct-2011 Impression Management, Skill Lab
14-Oct-2011 Impression Management, Using Your First 3 Seconds to Create a Lasting Impression
23-Sep-2011 The Truth About Grants
09-Sep-2011 2011 RPCN Strategy Session --Location Change
26-Aug-2011 Accountability Groups & RPCN Consultants Incubator
12-Aug-2011 RPCN Incubator: Mentoring
22-Jul-2011 Advanced Mail Merge Workshop--Special Location
08-Jul-2011 RIT "Venture Creations" Business Incubator & RPCN Consulants Incubator
24-Jun-2011 Mail Merge Workshop--Location Change
10-Jun-2011 Messaging That Works!
27-May-2011 WORD Styles Workshop
13-May-2011 Panel Discussion: Networking Techniques
29-Apr-2011 Small Business Expo
22-Apr-2011 Skype II Workshop--Location & Time Change
25-Mar-2011 Profile Marketing and SEO 101
11-Mar-2011 Marketing and Consulting to Non-Profits
25-Feb-2011 Microsoft Office Workshop
11-Feb-2011 Getting the Respect You Deserve, Without Self-Sabotage
28-Jan-2011 Skype Workshop
14-Jan-2011 Annual Tax Update
31-Dec-2010 No Meeting--New Year's Eve
24-Dec-2010 No Meeting--Holiday Week
10-Dec-2010 Marketing in the 21st Century
26-Nov-2010 No Meeting--Thanksgiving Holiday
17-Nov-2010 Social Networking Forum Canceled
12-Nov-2010 Harvesting Your Marketing Efforts--Replacement Event
29-Oct-2010 RPCN Strategy Session II
22-Oct-2010 Windows 7 Workshop -- Special Time & Location
15-Oct-2010 Business Forum -- Location Change
24-Sep-2010 Financial Workshop
15-Sep-2010 Writing Your Business Plan
10-Sep-2010 Take Advantage of the RPCN Web Site
27-Aug-2010 Market Research & Competitive Analysis Workshop
19-Aug-2010 Strategy Workshop
09-Jul-2010 Technology: Tools For Business - Part 2
25-Jun-2010 Excel Workshop
25-Jun-2010 LinkedIn Workshop
11-Jun-2010 Technology: Tools For Business
28-May-2010 Google Collaboration Tools
14-May-2010 Building Trust
30-Apr-2010 Introduction to the New RPCN Website
23-Apr-2010 Facebook for Business Workshop
09-Apr-2010 Branding
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