Business Management Conference -2
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The invite-only 📅 1-day virtual conference will provide industry insight and unequivocally useful advice on navigating the complex field of business management in a world changed by the pandemic. Speakers include top business managers with A-list clients, family offices that manage the finances of some of the wealthiest individuals in the world, and trusted advisors with decades of experience in counseling high profile clients.


We are diving deep into how the business management industry is changing and growing – how HNW advisors and family offices are adjusting accordingly and what trends are growing in the space.


🔑 Key topics at the conference:

– Social impact investing

– Cyber-security & avoiding social engineering scams

– Trends in concierge travel

– Frictionless bill pay

– How celebs are diversifying

– Operational logistics inside of firms

– Tech demos

– Succession planning

– Credit & tax strategies


The Program

Earn up to 5 CPEs

9:00 AM PT (12:00 PM ET)


9:10 AM PT (12:10 PM ET)

The State of Business Management

2020 has been a year of unprecedented times and changes in the industry. Leading business managers will share how they’re keeping their teams motivated and on track, how they’re hiring, and how they’re interacting with clients in a world redefined by Covid.


Rachel Martinez

Rachel Martinez

Partner at Savitsky Satin Bacon & Bucci (SSBB)

Sally Velazquez

Sally Velazquez

Founder & Partner of Empower Business Management

Greg Getzinger

Greg Getzinger

Partner at Gursey Schneider

Anthony Davenport Moderator

Anthony Davenport (Moderator)

CEO & President of Regal Credit Management

10:10 AM PT (1:10 PM ET)

Values Aligned Investing in Today’s World

This presentation will walk through the importance of aligning your investments with your values, especially in the context of current global events. The presentation will highlight the ways in which your portfolio might be impacting the issues you care most about today.


Jennie Sowers

Jennie Sowers

CFP, Partner, Private Wealth Advisor at Kore Private Wealth

Jay Lipman

Jay Lipman

Co-founder and President at Ethic Investing

11:20 AM PT (2:20 PM ET)

COVID-19 and the Fraud Triangle

“IN TIMES LIKE THESE”….”NOW MORE THAN EVER”….These phrases and other similar ones have been overused during the pandemic. The fact of the matter is that NOW is when we need to ensure we are protected from fraud. This presentation will dive into how you can protect your business management practice and clients from fraud.


Kevin Holmes

Kevin D. Holmes

CPA, Audit and Assurance Practice Leader at Martini Akpovi Partners

11:50 AM PT (2:50 PM ET)

Is Covid the Final Blow to Paper Checks?

The panel will explore the future of paper checks considering the significant increase in ACH payment adoption during Covid-19.


Jay barr

Jay Barr

COO at Savitsky Satin Bacon & Bucci (SSBB)

Robert Unger

Robert Unger

AAP, Senior Director, Product Management & Strategic Initiatives at Nacha

Jennifer Thompson

Jennifer Thompson

SVP, CTP, Treasury Services Manager at Studio Bank

Jeff Sesar Moderator

Jeff Sesar (Moderator)

Owner of Zenith Information Systems, Inc.

12:50 PM PT (3:50 PM ET)

Beyond Black Cards: How to Manage and Protect Credit for Entertainers and Pro-Athletes

This presentation will discuss how you can ensure your client’s credit needs are met from when they first get drafted, obtain their first record deal or acting role, to their post-career lives. Davenport will discuss how to build strong credit for your clients, obtain a premier credit card, how to best handle a collections account payment, how to obtain a mortgage at optimal rates, managing credit during and after divorce, and protecting credit from identity theft.


Anthony Davenport Moderator

Anthony Davenport

CEO & President of Regal Credit Management

1:30 PM PT (4:30 PM ET)

The New Jet Set: The Rise of Concierge Transportation & Keeping Clients Protected

For high-net-worth individuals, private and safe transportation is a necessity. Helinet, a trusted helicopter service provider of business professionals, entertainers, and politicians, along with Momentous Insurance Brokerage Inc. and Marsh & McLennan Agency, explain the intricacies of handling transportation insurance as a business manager. Aircraft management and rotorcraft transportation is on the rise at Helinet — with flights that can be booked from their app, an unparalleled safety record, off-airport landing sites, and other turnkey transportation services.



Allison Rakun

Senior Vice President of Marketing and Business Development at Helinet


Joe Braunstein

General Aviation Practice Leader at Marsh & McLennan Agency

2:30 PM PT (5:30 PM ET)

Zenith Tech Update

Zenith will introduce phase one of our newly simplified mobile solution optimized for end talent approvers. Just as important,  “The Future of Business Management Conference” is the Zenith Kick-Off of Breaking the Barriers of Adoption, unlocking the benefits of Zenith’s comprehensive functionality.  This presentation will explain the benefits of using the Credit Card Allocation function to improve the credit card payment process.


Jeff Sesar Moderator

Jeff Sesar

Owner of Zenith Information Systems, Inc.

3:10 PM PT (6:10 PM ET)

The Celebrity Side-Hustle: Expanding New Revenue Channels

The panel will focus on leveraging celebrities’ strengths — their talents, their “brand,” their interests and personal mission — and directing financial investments to create the best and longest-lasting value — whether it be venture capital, fashion, tech or entertainment.


Kimberly Kreuzberger

Kimberly Kreuzberger

Founder of Pivot Projects

Vik Sasi

Vik Sasi

Partner at Dreamers VC

Ali Fakhari

Ali Fakhari

Managing Director at August Venture Partners

Jeremy Broker Moderator

Jeremy Broker (Moderator)

Director Private Equity, CFP®, CM&AA at Moss Adams

Our Trusted Partners

Thank you to our Partners for helping put together
‘The Future of Business Management’ Virtual Conference:


Zenith Information Systems


Based in Los Angeles, Zenith Information Systems, Inc. is a premier, independent provider of accounting and process management solutions. We integrate accounting, management and banking functions to create a seamless, productive and secure client experience.


Momentous Insurance Brokerage Inc

Momentous Insurance Brokerage, Inc. is a top 50, full-service company dedicated to providing the highest caliber of insurance and risk management consultation. We believe in one basic fundamental: do what is right for our clients. We expect and reward honesty, integrity, innovation and community spirit in our employees. We continuously strive to be an industry leader, providing each client with exceptional service.




Helinet Aviation Services is a diversified helicopter service provider located in Los Angeles, California. We provide aircraft and services to a wide range of markets including VIP charter, air medical, electronic news gathering, motion picture and commercial production, and public safety. For over 33 years, Helinet has been dedicated to meeting every customer’s flight requirements, from providing Los Angeles charter helicopter rentals to our aerial videography services in Southern California and beyond. Throughout the industry, and around the world, we are known for an unparalleled quality of service, an outstanding safety record, and a highly respected staff of aviation professionals.

Partner Logos

Marsh & McLennan Agency


Marsh & McLennan Agency (MMA) is a wholly owned subsidiary of Marsh, serving the risk prevention and insurance needs of middle market companies in the United States. MMA has access to broad resources and solutions across all of its sister companies under the Marsh & McLennan Companies (MMC) banner. Although we are not integrating the businesses with Marsh, we are able to leverage the value of our respective capabilities and intellectual capital in those instances where there is a compelling case for collaboration between MMA and Marsh.


About Trusted Advisor


Trusted Advisor Association is founded by a team that has worked closely with business managers for years, and our goal is to be a dedicated resource for advisors of high net worth clients in the Entertainment space. Catered towards business managers, CPAs, wealth managers, and family offices, the goal of Trusted Advisor is to create a community of insider sources for the industry. We reach our audience through:


– Weekly newsletters (See stories here)

– Our “Insider Sources” live-streams with top industry leaders

– Events & Conferences

– White Papers & Research

– Email us:

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