WATW Long Island Pamphlet 2025

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LONG ISLAND 2025 TUESDAY, DECEMBER 2

PRESENTED BY:

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MODERATOR: DIANE OLIVERO Managing Director Citrin Cooperman

Welcome Welcome to Women at the Wheel Long Island 2025. Our panel of three extraordinary women leaders will share candid and introspective stories and the unique challenges within their respective industries.

Diane Olivero is a managing director at Citrin Cooperman with more than 25 years of experience in fund administration for hedge funds, private equity, and venture capital firms. In her career, Diane has provided accounting and fund administration services for more than 75 funds with combined assets under management of $25 billion. A key member of the fund administration team, her experience includes navigating domestic and complex cross-jurisdictional fund structures.

She has extensive expertise in structured products, derivatives, capital structure analysis, equity and debt markets valuation analysis, smart technology data management with a specialized focus for algorithm trading models, multi-currency transactions, as well as financial, audit, and tax reporting including NAV and P&L analysis for partnership accounting.

Prior to joining Citrin Cooperman, Diane was a principal at Concept Fund Services, a fund administrator and outsourced CFO division of Berdon LLP. She also worked as a tax manager for Bessemer Venture Partners, a Private Equity / Venture Capital firm. Earlier in her career, she was an audit manager at Polakoff & Michaelson, PC, focused on providing financial and compliance reporting to Wall Street investment firms.

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MODERATOR: ERIN O’DONNELL Director Citrin Cooperman

Erin is a director in Citrin Cooperman’s audit practice based out of the Melville, NY office. She is an experienced professional with over 9 years in the accounting industry, focusing within the manufacturing and distribution industry.

As an active member of the Manufacturing and Distribution Industry Practice at Citrin Cooperman, Erin oversees complex audits and provides strategic guidance to clients across various sectors. She is a strong accounting and financial professional with skills in financial reporting, complex business transactions and auditing.

Erin is passionate about staff development, involved in various firm wide training, education and mentoring initiatives. Erin works to promote diversity, equity, and inclusion within the firm and the profession. She is a member of the CC EDGE committee, which aims to educate and empower the staff and the community on DEI initiatives.

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PANELIST: KIM BARRESI Partner Certilman Balin

Kim Barresi is a Partner in the Banking and Commercial Lending Practice Group at Certilman Balin Adler & Hyman, LLP. Her practice focuses on banking and commercial lending, real estate, and environmental law, with a particular emphasis on representing parties to commercial real estate and asset-based financing transactions. She regularly advises clients on structuring, negotiating, and closing complex real estate and business acquisitions and assists with developing and documenting risk minimizing solutions for environmental conditions at commercial property.

Ms. Barresi has extensive experience with government-guaranteed lending through the U.S. Small Business Administration (SBA) 504 and 7(a) programs and is an SBA Designated Attorney for closing 504 loans in New York and New Jersey on behalf of SBA Certified Development Companies. She regularly advises lenders on SBA program eligibility and compliance to help preserve government guarantees.

She earned her J.D., cum laude, and a Certificate in Environmental Law from Pace University School of Law, where she was an Articles Editor of the Pace Environmental Law Review. She holds a B.A. from the University of Maryland, College Park, and is admitted to practice in New 3 York and New Jersey.

Kim Barresi is a champion of female leadership and empowerment, both within her organization and through participation with local nonprofits focused on mentoring and improving the lives of women and their families. She is a firm believer in the power women bring to the table both in the home and in the workplace.

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PANELIST: STEPHANIE CLANCY CEO/Founder Sage Life Coaching & Consulting

Stephanie Clancy has spent 30 years in the banking industry, most recently serving as Senior Vice President and Head of Compliance for Flagstar Bank. She has led teams through transformative changes — from successful integrations and core conversions to building out processes, risk management programs, and guiding colleagues to grow in their own careers.

Throughout her career, she has been known not only for solving complex problems but also for helping people discover their strengths and advance professionally.

In 2025, Stephanie earned her certification as a professional coach and has recently launched SAGE Life Coaching & Consulting, where she focuses on helping leaders and organizations pair results-driven execution with the relational skills that inspire teams and build trust. Her passion lies in mentoring emerging leaders and supporting organizations as they define success on their own terms.

Stephanie’s leadership philosophy is simple yet powerful: treat all people as peers, regardless of their role or title. Grounded in respect, curiosity, and a beginner’s mindset, she has evolved from a results-at-all-costs leader into one who values the journey of collaboration, shared ownership, and personal growth. That shift, she believes, is the breakthrough that turns progress into profound, lasting impact.

Stephanie also serves as a mentor and events committee member with the MOXXIE Mentoring Foundation and has served on nonprofit boards including Colonial Youth and Family Services and Angels of Long Island, organizations that reflect her commitment to community impact.

Beyond her professional life, Stephanie is the youngest of five siblings, a devoted aunt and wife, and a proud mom to two boys, ages nine and five, who remind her daily that courage is built by doing hard things for the first time. Whether encouraging her children to step into new experiences or stepping into entrepreneurship herself, she embraces the same bravery, resilience, and joy in discovery.

Born and raised on the South Shore of Long Island, Stephanie enjoys spending time on and in the water, where she finds both grounding and inspiration. She is also an avid gardener, selfproclaimed houseplant hoarder, enthusiastic reader, and mindfulness practitioner.

Her guiding mantra comes from Stevie Nicks: “Don’t be a lady, be a legend.”

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PANELIST: JENNA NATALE Associate Executive Director Moxxie Mentoring Foundation

Jenna Natale is the associate executive director of Moxxie Mentoring Foundation, a nonprofit organization dedicated to cultivating the next generation of women business professionals on Long Island. In this role, she works closely with the organization’s founder and executive director and its board to direct strategic planning; identify areas of growth; develop marketing and brand awareness; and underscore the importance of women’s leadership and mentoring to prominent companies and institutions across Long Island.

In January 2026, Natale will be named the second executive director of Moxxie Mentoring Foundation, succeeding the organization’s founding executive director Beth Meixner. Natale is also a proud five-year mentee of Moxxie programming.

Prior to her tenure at Moxxie Mentoring Natale served as associate publisher at Long Island Business News, the region’s only news media organization dedicated to local commerce. She spent nearly a decade at the outlet, joining as an intern reporter in 2015 and later working as a web editor and events manager before being elevated to associate publisher.

She continues to be a staunch advocate for news literacy and presents to business groups on developing media relations.

Natale earned a BA in professional communications and minor in English Literature from Farmingdale State College and currently serves as co-vice president of the college’s Alumni Association. She is a past board member of the Long Island Association and member of its Young Professionals Committee. Natale was recognized in 2019 as a 25 Under 35 by Editor & Publisher and earned a Purple Pump Award from the Moxxie Mentoring Foundation that same year. She also competed in the 16th Annual Long Island Fight For Charity competition and personally raised over $13,000 for regional nonprofits.

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About Citrin Cooperman

Citrin Cooperman is one of the nation’s largest and fastest-growing professional services firms. Since 1979 our daily mission has been to help middle-market companies and high net worth individuals find success in their business and personal financial lives through our proactive guidance, specialized services, and passion for excellence. Rooted in our core values, we deliver a comprehensive, integrated business approach, including tailored insights throughout the lifecycle of our clients. Whether your operations and assets are located around the corner or across the globe, we provide new perspectives on strategies that help you achieve your short- and long-term goals. With over 30 offices and more than 3,500 professionals, Citrin Cooperman is included in the Top 20 Firms by Accounting Today. Learn more about Citrin Cooperman at citrincooperman.com.

About Pink Aid

Pink Aid’s vision is to compassionately empower individuals throughout the entire breast cancer cycle: from outreach and screening in underserved communities; to wellness, recovery and financial assistance during treatment; to encouraging survivors to heal by helping and inspiring others. Until there’s a cure!

Pink Aid grants are awarded to organizations that best support our mission. These programs provide diagnostic testing, outreach and education, treatment, wellness and recovery support and financial assistance with essential household expenses. Locally, Pink Aid provides grants in Connecticut, and Long Island, NY. Pinkaid.org

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LONG ISLAND 2025

CITRINCOOPERMAN.COM “Citrin Cooperman” is the brand name under which Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC and its subsidiaries provide professional services.

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