Finance and Revenue




Raymond L. Vargo
Director, Small Business Development Center
University of Pittsburgh

Raymond L. Vargo, Director of the University of Pittsburgh Small Business Development Center at the IEE, counsels businesses at all stages of their lifecycle.

Working with businesses in industries such as retail, high tech, manufacturing and professional services, he provides strategic business and financial advice to help companies expand their profits, explore new markets and overcome business challenges.

Since opening the Washington County Outreach Office of the University of Pittsburgh Small Business Development Center in 1995, Vargo has grown it to become one of the most successful outreach offices in the Pennsylvania SBDC system.

He has become a leader and valuable resource for Western Pennsylvania businesses, and in addition to his consulting management responsibilities, Vargo teaches accounting and small business management to both undergraduate and graduate students at Waynesburg College and the University of Pittsburgh.



“Supply Chain” Presentation (PDF)




Millard L. Humphreys
University of Pittsburgh
Innovation Institute
Institute for Entrepreneurial Excellence

Mr. Humphreys is a supply chain change leader having knowledge and expertise across the full range of supply chain disciplines in both domestic and global environments. With over 30 years of experience leading the management of supply chain operations, inventory management and procurement, he also has directed the implementation of a global instance of the ERP package SAP R/3.

Most recently he has been a Principal with QED Logistics, a consulting practice focused on assisting small to mid-sized businesses in the transformation of their supply chain function from an expense to be minimized, to a customer-driven asset providing operational and financial excellence, market differentiation and competitive advantage.

Earlier in his career, Mr. Humphreys has served as the Vice President Supply Chain for Bacharach Inc.; Director of Supply Chain & Logistics Management at MSA Safety Inc.; Director of Distribution for Thermo Fisher Scientific; and Distribution Manager with Black & Decker. He is currently a member of the Council of Supply Chain Management Professionals and the Small Manufacturers Council.



“Opportunities for Small & Small Diverse Business” Presentation (PDF)


DeShawn A. Lewis
Director, Bureau of Small Business Opportunities
PA Department. of General Services



Corporate Governance & Structure

“Sales and Use Tax Basics” Presentation (PDF)



Samuel O. Adamson
Senior, Sales and Use Tax

Sam is a Senior in the Sales and Use Tax practice with Ernst & Young, in Pittsburgh. He has more than 6 years of experience in multi-state sales and use tax compliance and audit. In his current role, Sam supports large scale Sales and Use Tax refund studies, defends audits, and provides client specific tax research.

Prior to joining Ernst & Young LLP, Sam previously worked as a Tax Analyst with a global hotel company, gaining experience in multi-state sales and use tax compliance. He started his career as a Sales/Use Tax Compliance Auditor with the Georgia Department of Revenue in Atlanta.

He is a Certified Member (CMI – Sales Tax) of the Institute for Professionals in Taxation. Sam earned his MBA from Kennesaw State University, and a BBA from Clayton State University in Atlanta, GA.




Joseph. J. Senchak
Manager, Indirect Tax

Joseph J. Senchak, CPA is a Manager with EY's Indirect Tax Practice. Based in Pittsburgh, Pennsylvania, he specializes in multistate sales and use tax refund claims, audit defense work, voluntary disclosure agreements, and tax research services.

With over six years of Pennsylvania tax experience, he has worked with clients across a broad range of industries and served as a taxpayer's representative at the various state appeal boards.

Mr. Senchak received his Bachelor of Business Administration in Accountancy from the University of Notre Dame and is a licensed Certified Public Accountant in Pennsylvania.



“Corporate Structure and Governance” Presentation (PDF)



Alexis Unkovic McKinley
Attorney
Meyer, Unkovic & Scott LLP

Alexis Unkovic McKinley is an associate at Meyer, Unkovic & Scott LLP. She is a member of the firm’s Corporate & Business Law and Real Estate & Lending Groups. Ms. McKinley focuses her legal practice on assisting business clients of all sizes with their corporate and real estate needs. She has worked on numerous mergers and acquisitions transactions and routinely advises clients on entity formation, structuring and business planning issues. Ms. McKinley has experience drafting and negotiating a wide range of commercial contracts, including loan documents, stock and asset purchase agreements, corporate resolutions, by-laws, leases, and confidentiality agreements.

In addition to assisting for-profit businesses, Ms. McKinley has also successfully represented non-profit clients in matters before the Internal Revenue Service. She has guided clients through the process of applying for recognition of exempt status under section 501(c)(3) of the Internal Revenue Code, including the retroactive reinstatement of a previously-revoked exemption.

Ms. McKinley received her Juris Doctor from the University of Pittsburgh School of Law in 2008. While in law school, she served as Executive Editor of the Pittsburgh Journal of Technology Law & Policy and as an anchor and senior editor for JURIST, an award-winning web-based legal news and research service. She also earned a Dean’s Scholarship and received two CALI Excellence for the Future Awards in Copyright Law and Media Law, respectively. Ms. McKinley graduated from the University of Virginia in 2005 with a Bachelor of Arts degree in Foreign Affairs.

Ms. McKinley is a member of the Pennsylvania and Allegheny County Bar Associations, and she is admitted to practice law in the Commonwealth of Pennsylvania and before the United States District Court for the Western District of Pennsylvania. Ms. McKinley serves as the Treasurer of the New Leadership Board for the Pittsburgh Symphony Orchestra. She is also a member of the Junior League of Pittsburgh and the Pittsburgh chapter of the Association for Corporate Growth.





Joshua J. Hoffman
Attorney
Meyer, Unkovic & Scott LLP

Joshua J. Hoffman is an associate at Meyer, Unkovic & Scott LLP and a member of the Corporate & Business Law and Real Estate & Lending groups.

His experience includes assisting clients with business transactions and commercial real estate matters. Josh has represented clients in matters involving the acquisition, disposition, development and leasing of real estate, commercial lending and mergers and acquisitions. In addition, he has experience with clients in the non-profit and governmental sectors. Prior to joining Meyer, Unkovic & Scott LLP, Josh was an associate in the Business Services and Real Estate groups at a large firm in Pittsburgh. He has also served as a Law Clerk for the Department of Housing & Urban Development and as a Legal Extern for Southwestern Pennsylvania Legal Services.

Josh graduated magna cum laude from the University of Pittsburgh School of Law and upon graduating, he was inducted into the Order of the Coif. While in law school, he served as an Articles Editor for the University of Pittsburgh Law Review, worked as a Certified Legal Intern for the Taxpayer Clinic and was the inaugural recipient of The Honorable Ruggero J. Aldisert Endowment Scholarship. Josh’s note, Raze the Dead: Urban Blight, Private Universities, and the Path Towards Revitalization, was published in Volume 74 of the University of Pittsburgh Law Review. Additionally, Josh spent a summer abroad at the University of Oxford studying comparative corporate law and received a CALI Award for comparative legal ethics. Josh received a Bachelor of Arts degree in Justice Studies and Sociology from James Madison University. While in college, he was an investigator for the Honor Council and was the recipient of an Honor Council Scholarship.

Josh is a member of the Allegheny County Bar Association, the Pennsylvania Bar Association, NAIOP and the Urban Land Institute of Pittsburgh. A native of Lewisboro, New York, Josh currently resides in downtown Pittsburgh.

Josh is admitted to practice in the Commonwealth of Pennsylvania.



Legal and Intellectual Property

“Growth and Exit Planning” Presentation (PDF)



James R. Carlisle, II
Attorney, Partner and Chairman of Growth & Exit Planning Group
Dinsmore & Shohl LLP

Jim Carlisle, a Partner and a member of the Corporate Department and the Business, Acquisitions and Securities practice group, engineers outcomes for business owners to ensure that they achieve their objectives. As a corporate lawyer, he has over 25 years of experience working with business owners in connection with growth initiatives, financing, generational transfers, third party sales and general business matters. Jim is a frequent speaker at events throughout the United States with respect to growth and exit planning, mergers and acquisitions and family business. He provides clients with his focus, attention and passion. Jim offers his perspective, experience and judgment to help clients make the best decisions with respect to their most important issues.

His educational background includes:

  • J.D., University of Pittsburgh School of Law
    (Assistant to Dean W. Edward Sell; University of Pittsburgh Law Alumni Scholarship; Judge David H. Weiss Memorial Scholarship; Law Fellows Scholarship; Alumni Class Representative, 1991)
  • University of Pittsburgh
    (magna cum laude, 1988)



“Choosing a Business Legal Structure Awareness of IP and Cyber Security Issues” Presentation (PDF)



Sherman W. Smith, III
Counsel
Buchanan Ingersoll & Rooney PC

Sherman focuses his legal practice on a variety of finance and equity matters. His experience includes corporate finance, mergers and acquisitions, recapitalizations, private equity, real estate acquisition and development, equipment financing, literary publishing, content licensing and other entertainment-related industry opportunities. He brings a unique and varied perspective to the matters that he is involved in throughout his legal practice. Always seeking ways to give back, Sherman routinely works with non-profit organizations in a variety of business matters.





Duane A. Stewart, III
Shareholder
Buchanan Ingersoll & Rooney PC

Property practice as an IP Star by Managing Intellectual Property and as a “Client Service All-Star” by research and consulting firm BTI.

Duane has served as an adjunct lecturer at the West Virginia University College of Law, and he is a regular a lecturer for the Pennsylvania Bar Institute. Before joining Buchanan, Duane spent two years as a clerk for a federal judge in Toledo, Ohio.





Bethany C. Salvatore
Counsel
Buchanan Ingersoll & Rooney PC

Bethany helps employers develop and implement practical approaches to employment related issues. She provides management training, develops personnel policies and procedures and employee handbooks and counsels employers on how to comply with anti-discrimination, wage and hour, and family and medical leave laws. She also drafts executive agreements, restrictive covenant and confidentiality agreements, severance packages and represents employers in a range of employment litigation matters.



Health and Insurance

“Employee Health Programs and Wellness Services” Presentation (PDF)



Tom Drennan
Senior Manager of Health Promotion Account Services
UPMC- Health Plan

Tom Drennan (BS West Virginia University) oversees a team of Wellness Account Managers who are responsible for maintaining strong relationships with more than 300 companies which offer UPMC Health Plan’s incentivized health management platform to their employees.

Tom and his team assess, design, implement, and evaluate health management programs that assist in overall health improvements. With more than 13 years of experience in health promotion, he expertly delivers wellness programs to large and small employers, union, labor and higher education sites.

He has also helped his wellness clients earn recognition through C. Everett Koop, WELCOA, Healthiest Employers Top 100, and other regional associations.



“The Affordable Care Act”



Adam Pittler
Director of Consumer Products
UPMC- Health Plan

Adam Pittler (BS, Penn State, MBA Indiana University of PA) is Director of Consumer Products at UPMC Health Plan. In this role, he oversees UPMC Health Plan’s Marketplace and small group product portfolios, which cover more than 300,000 insured lives in western Pennsylvania.

His primary focus is to align businesses, products, services, and capabilities to deliver a personalized, end-to-end consumer experience which positions UPMC Health Plan for long-term growth across all commercial market segments.

Adam is also a recognized expert on the Affordable Care Act and its regulatory impact on insurers and consumers.



“Digital Employee Engagement Tools”



Darren Olson
Director of Consumer Innovation
UPMC- Health Plan

Darren Olson (BS, Finance, Portland State University; MBA Carnegie Mellon University) is Director of Consumer Innovation at the UPMC Health Plan.

Darren oversees the Health Plan’s portfolio of digital solutions that support core business processes, such as our member portal, mobile app and our Wellness Engagement Center.

Under Darren’s leadership, the Consumer Innovation Department has grown significantly in both size and scope, representing expertise in human-centered design, visual design, product and service design, and experience strategy.

Darren is especially interested in making technology consumer-centered in the service of promoting efficiency, health, and wellness.



Pennsylvania Treasury Department
Small Business Initiative (SBI)

Thursday, June 2, 2016 / 7:45 AM to 2:00 PM



Alumni Hall
4227 Fifth Avenue
Pittsburgh, PA 15260



Conference (Tentative) Agenda (PDF)