Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.
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Our Faculty

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Charles Agee

Charles Agee is the founder and CEO of Westfleet...

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David Agler

David Agler is a Principal in Crowe Horwath LLP’s...

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Suyash Agrawal

For nearly 10 years (including 3½ as an equity...

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Jeremy Albright

Jeremy Albright is a senior associate at Norton Rose...

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Benjamin Alexander

Benjamin Alexander is a corporate attorney representing start-up enterprises,...

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Angela Allen

Angela Allen is a partner at Jenner & Block,...

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Louis Amatucci

Louis serves as the managing partner of Centarus Legal...

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Brett Amron

Mr. Amron’s practice focuses on the trial of complex...

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Collin Anderson

Collin Anderson is a CEO, entrepreneur, and consultant with...

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Brian Anderson

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Chris Anderson

Chris Anderson is an accomplished senior executive with both...

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Barbara Anderson

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Curtis Anderson

Curtis is a Managing Director at Alpha Fiduciary. Curt brings...

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George Apostolides

George Apostolides is a partner in the firm’s Chicago...

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Steven Appelbaum

Steven Appelbaum is Counsel at Saul Ewing Arnstein and...

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Louis Archambault

Louis P. Archambault, Esq. is a partner in Saul...

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John Arrastia

John Arrastia is Partner with Genovese Joblove & Battista, P.A, where...

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Michael Atkinson

EDUCATIONAL BACKGROUND AND CERTIFICATIONS MBA, Loyola University CPA License,...

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Raffi Azadian

Raffi Azadian is the CEO of Azadian Group LLC,...

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Amit Baid

Amit is Founder and CEO of TradeFin, a fintech platform...

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Reena R. Bajowala

Reena R. Bajowala is a partner at Jenner &...

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Chris Balestrino

Chris Balestrino is a Principal at Park Place Equity,...

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Linda E. Balkin

Clients value Linda’s customized blend of business, fact-based, and...

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David Ball

David J. Ball is a partner in Bracewell &...

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Keith D. Bank

Keith Bank is the founder and CEO of a...

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Jack Barber

Jack Barber serves as Assistant General Counsel at Crowe...

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Jeffrey Bardos

Jeff founded Speritas Advisors and Speritas Capital Partners to help small...

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Craig Barnett

Craig S. Barnett concentrates his practice in complex commercial...

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Holly L. Barocio

As a Principal Consultant with GrowthPlay, Holly helps lawyers...

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Steven L. Baron

Steven Baron is a partner at  Mandell Mankes LLC. Mr....

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