Financial Poise

Financial Poise Webinar Faculty

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Belinda Waggoner

Belinda Waggoner has spent 20+ years in lead Human Resources roles for large companies and now owns HR Haven Inc., an HR Company dedicated to giving entrepreneurial small to mid-sized…

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Hank Waida

Hank Waida is a Managing Director with Equity Partners HG, a boutique investment banking firm located in Easton, Maryland.  Hank has been in the industry since 1996 and his specialties…

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Jeremy Waitzman

Jeremy Waitzman

Jeremy Waitzman advises his clients on significant transactions and operational issues in their businesses. Described by clients as “an essential business advisor” and “a partner in the success of my…

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Gary R. Waitzman

Gary R. Waitzman is a founding principal of the Law Offices of Gary R. Waitzman, LLC and Gary R. Waitzman Strategies in Lincolnshire, Illinois.  Gary prides himself on providing the guidance,…

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Dan Wallace

Dan Wallace, of Tailwind Discovery Group, has nearly 25 years of experience helping companies create and realize value. He has worked with both mature and early-stage companies in more than 40…

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Amy Wan

Amy Wan is a Partner at CrowdfundingLawyers.net where she practices crowdfunding and securities law. Formerly, she was General Counsel at Patch of Land, a real estate crowdfunding platform, where she…

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James Wang

James is specialized in the asset and wealth management field, including the structuring, operation and investment of various types of private investment funds, commercial and personal trusts and other investment…

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Lynnette Warman

Ms. Warman’s practice is focused on all aspects of business law, including creditors’ rights, real estate, contract negotiations, privacy issues, general business advice and certain aspects of health law.  Recent…

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Andrew Warnecke

Mr. Warnecke is a partner with Lowis & Gellen, LLP in the Litigation Practice Group with a primary focus on patent, copyright, trademark and trade secret matters. He has first…

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Judge Randall Warner

Randall H. Warner was appointed Judge of the Superior Court of Arizona in August 2007.  He is currently Civil Presiding Judge in Maricopa County and has a complex civil calendar. …

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George Watts

George Watts began his career as Director of Human Resources for a large marketing firm. In 1985, he founded Executive Visions, a talent management consulting firm. For over ten years…

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Rick Weber

Rick Weber

Rick Weber serves as the President of Elijah LTD – joining Elijah through the merger of eDirect Impact, LLC and Elijah in 2013. Rick is an attorney and arbitrator for…

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Jonathan Weinberg

Jonathan is a Director at KPMG Corporate Finance LLC in Chicago. KPMG Corporate Finance LLC is a leading investment bank to the middle market serving domestic and international clients. We offer…

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Erika L. Weinberg

Erika L. Weinberg is a partner in the New York office. Ms. Weinberg’s practice focuses primarily on corporate finance and general securities and corporate matters. Ms. Weinberg has substantial experience representing…

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Scott Weingust

Scott Weingust is a Director in the Dispute Advisory & Forensic Services and Intellectual Property Groups. Mr. Weingust has over 17 years of experience providing consulting services to corporations, law…

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Mitch Weinstein

Mitch leads Levenfeld Pearlstein’s Intellectual Property Group and primarily works in the preparation and prosecution of U.S. and foreign patent applications, U.S. and foreign trademark applications, and U.S. copyright applications.…

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Jack Weinstein

JACK WEINSTEIN, Senior Advisor is one of Avalon’s healthcare/life sciences subject matter experts. For over 20 years, Jack has been an investment banker including as Head of Healthcare for three…

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Scott A. Weinstein

Scott A. Weinstein comes to the Field and Goldberg, LLC having developed a broad-based background in commercial real estate. Mr. Weinstein’s experience includes working with a fortune 500 company where…

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Michael Weis

Michael Weis is a member of the Corporate Finance Practice Group in Dykema's Chicago office. Mr. Weis represents clients in several different industries including manufacturing, distribution, real estate, health care,…

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William Weisman

Will is a highly experienced litigator who joined Therium Capital Management from Liberty International Underwriters Inc. At Liberty, he oversaw high exposure matters on behalf of the company’s Directors &…

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David Weiss

David Weiss, of Weiss Attorneys at Law, counsels business owners and individuals in a variety of legal matters central to business including corporate law, real estate, tax, and employment law…

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Sean Weppler

Mr. Weppler graduated from Western Michigan University Cooley School of Law in 2009. He graduated from Western Illinois University, where he earned a Bachelor of Business with a concentration in…

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Matt Werber

Matthew Werber is an experienced intellectual property and trial lawyer and partner at SpencePC in Chicago.  He advises clients in complex matters involving patents, trademarks, copyrights, trade secrets, licensing, employment contracts, non-compete…

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Gregory Werkheiser

Gregory W. Werkheiser, a bankruptcy and restructuring practitioner for more than 23 years, is a partner with the Insolvency & Creditors’ Rights Practice Group of Benesch, Friedlander, Coplan & Aronoff…

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Bruce Werner

Bruce Werner is the Managing Director of Kona Advisors LLC, which provides advisory services to owners and investors of private and family-owned companies. With exceptional experience in finance, strategy, M&A,…

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John Weykamp

John Weykamp is the services leader of the Crowe Horwath Restructuring Advisory group.  He draws on over twenty-four years of experience in consulting, financial services and financial management of manufacturing organizations.  John…

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Stephanie Whitehorse

Stephanie is the Manager of IP Operations/ Senior IP Manager at WARF. Credentials: B.S. Materials Science and Engineering (UW–Madison); Registered Patent Agent; engineering experience in product design consulting, mechanical design and…

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David Whiteside

Dave Whiteside is Director of Client Growth & Success at CLIENTSFirst. Dave’s focus is helping the company grow and expand its CRM, Data Quality, eMarketing and Client Intelligence service offerings, and building alliances that help deliver…

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