YEARS ON THE EDGE
PREPARING for the next
Thursday, July 25, 2013
“Goldman Sachs 10,000 Small Businesses helped me put in place the human resources structure and internal management systems I needed to support my company’s growth.” Saudia Greenhouse Eco-Cleaning Brooklyn, New York
Goldman Sachs is committed to helping 10,000 Small Businesses create jobs and drive economic growth. Goldman Sachs is helping small business owners like Saudia to grow their companies. Through the 10,000 Small Businesses initiative, we’re providing business skills and capital to entrepreneurs across the country. Since participating in the program, Saudia has acquired a solid foundation of management skills and added new positions within her company. Now her small business is driving economic progress in her community. Learn more at www.LaGuardia.edu/10ksb or 718.730.7400
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thank you 2013 sponsors PLAT INU M
S I LV E R
CONSTRUCTION CONSTRUCTION MANAGEMENT DIVERSITY CONSULTING TECHNOLOGIES
David Smotrich & Partners LLP
PREPARING for the next 20 Greetings and welcome to the Twentieth Annual Competitive Edge Conference. We are excited about this year’s conference and the opportunities it will bring to all in attendance. This year’s theme, “20 Years on the Edge; Preparing for the Next 20” celebrates our history of assisting the M/W/L/DBE community as well as represents our focus on preparing firms to take their business to the next level. I would like to extend my sincere and heartfelt thanks to our Keynote Speaker Mr. Daniel Sung Park, Founder, President & CEO of Eclaro International and our Master of Ceremony Ms. Katherine Creag of NBC News 4 New York for their participation in this year’s event. I would also like to congratulate our honorees Blue Lake Crane (MBE Award of Excellence), Meadows Office Furniture (WBE Award of Excellence), and MBI Group (Clarence “Gene” Swanston Leadership Award). This year there have been new legislative changes that affect the M/W/L/DBE community and we will cover these items during our Plenary Session. During the conference, firms can gain access to an estimated $30 billion in contracting and procurement opportunities throughout the tri-state area. On behalf of the Competitive Edge Planning Committee, we thank you all for attending this year’s event, and extend a special thanks to our co-sponsors who have made this year’s conference a smashing success! Anthony Peterson | Chairman
Conference Program 8:00AM | Registration 9:00AM – 10:00AM | Opening Remarks/Plenary Session
Workshops 10:30AM – 11:30AM | Session 1
I - The Certification Process: The Transition from MBE - DBE
II - Mentor Programs
III - Submitting a Successful Proposal, Contract Negotiation
and other legal matters 11:45AM – 12:45PM | Session 2 IV - Retirement and Succession planning:
Preparing for the Long Haul V - Strategies to Accelerate Revenue Growth - Presented by the Goldman Sachs 10,000 Small Businesses Program 1:00PM - 2:30PM | Awards Luncheon 2:30PM - 4:30PM | Trade Fair 4:30PM - 5:30PM | Closing Reception
plenary | Workshop Program P l e n a ry S e ssi on New Legislation and You M oderator Walter Maxwell | New York City Small Business Services
Panelists Maria Osorio | New York City Small Business Services Michael Clay | Dormitory Authority of the State of New York Michael Garner | Metropolitan Transportation Authority Brian Ansari | Empire State Development
Session 1 I – The Certification Process Moderator Danny Camacho | Metropolitan Transportation Authority
Panelists Linda Smith | Metropolitan Transportation Authority Walter Maxwell | New York City Small Business Services Yvette Hall | Empire State Development
II – Mentor Programs Moderator Robin Wilcox | New York City School Construction Authority
Panelists Gregory Bishop | New York City Small Business Services Michael Garner | Metropolitan Transportation Authority Suzanne Veira | New York City School Construction Authority
III – Submitting a Successful Proposal, Contract Negotiation and Other Legal Matters Moderator Claire Scanlon | BNY Mellon
Panelists Christine Flaherty | STV, Inc. Tom Whitman | BNY Mellon Steve Ginsberg | BNY Mellon Ken Newman | BNY Mellon
Session 2 IV – Retirement and Succession Planning Moderator Claire Scanlon | BNY Mellon
Panelists Dr. Michael Grayson | Grayson Financial Corp Brian Scanlon | Morgan Stanley
V – Strategies to Accelerate Revenue Growth Presented by Goldman Sachs 10,000 Small Businesses Program
Presenter Paisley Demby | Goldman Sachs 10,000 Small Businesses
MASTER OF CEREMONIES General Assignment Reporter Katherine Creag NBC News 4
Katherine Creag joined NBC News 4 New York as a general assignment reporter in January 2011. You can see her reports as early as 4:30 a.m. on newscasts of Today in New York as well as on the noon and evening newscasts. Katherine has covered Hurricane’s Irene and Sandy; the Newtown, Ct., school shooting and the Boston Marathon Bombing. Prior to joining NBC 4 New York, Creag served as a reporter at WNYW/Fox 5 for five years. She previously worked at KDFW/ Fox 4 in Dallas, Texas, WSOC in Charlotte, North Carolina and WTVH in Syracuse, New York. Creag has won two Emmy, Associated Press and Edward R. Murrow awards for her breaking news and continuing coverage. Creag attended New York University where she received a Bachelor’s Degree in Political Science and Journalism. While at
NYU, she edited the school newspaper and interned at various networks. She began her career at NY 1. As a Manila, Philippines native, Creag is fluent in Tagalog and represents NBC 4 New York as a host at various tri-state area Filipino community events. In addition, she takes part in charity events for the American Cancer Society and United Way. In her spare time, Creag relishes spending time with her husband and two kids. To read more about Katherine Creag please log on to: nbcnewyork.com and follow Katherine on Twitter @KatCreag4NY.
KEYNOTE SPEAKER Daniel Sung Park Eclaro International
Daniel Sung Park is the Founder, President & CEO of Eclaro International (“Eclaro”). Eclaro delivers fully customizable talent acquisition and management of seasoned professionals across geographic boundaries and industries. Eclaro provides Global Consulting, Business Process Outsourcing, Professional Hiring, and Managed Services from its headquarters in NYC and 6 regional offices in the US, and facilities in Canada, India and the Philippines. Eclaro has won numerous distinctions such as: 2012 Outstanding 50 from Asian American Business Development Center, 2011 and 2010 INC. 5000 fastest growing companies, 2009 US Dept of Commerce, MBDA Regional Technology Company of the Year, 2007 Class III national supplier of the year by National Minority Supplier Development Council (NMSDC). 2006 Top Diversity Business by DiversityBusiness. com 6 years running. Mr. Park was recognized as the 2011 Ernst & Young Entrepreneur of the Year Finalist, 2005 Asian Entrepreneur of the Year for High Technology by Asian Enterprise Magazine. Mr. Park has been an NYU Stern Business Plan competition Mentor providing participants with insight and advice to address key issues for the success of their new or emerging businesses.
Mr. Park has been a keynote and plenary speaker at numerous entrepreneurial conferences for companies such as New York Life, Sodexho and the NMSDC. Mr. Park is a board member of the New York chapter of the NMSDC as well as past chair of its Minority Business Enterprise Committee. The NMSDC is one of the country’s leading business membership organizations chartered to provide increased business opportunities for minority businesses. Mr. Park has worked with World Vision, which helps restore and develop poor communities around the world. Mr. Park was part of a team that worked to restore two communities in Uganda, Africa, one of which Mr. Park visited and is considered to be the epicenter of the AIDS pandemic in Africa. Prior to founding Eclaro, Mr. Park was an analyst at Merrill Lynch. He holds a BA from Rutgers University and an MBA in Finance from the Leonard N. Stern School of Business of New York University. Mr. Park is a Korean-American immigrant who grew up in the Bronx, New York, and now resides in New Jersey with his wife, Lauren and his three daughters Amanda, Erin and Anna.
Clarence E. “Gene” Swanston Leadership Award Awardee
Edward S. Campanella-Rodriguez MBI Group
Edward S. Campanella-Rodriguez is the President and founder of MBI Group. His vision and hands-on direction has enabled MBI to grow from a small interiors company to a mid-size general contracting and construction management firm that serves many of the leading corporations in the Greater New York metropolitan region. MBI is comprised of three construction divisions: Mission Critical, Building Core & Shell and Interiors. A 30-year construction industry veteran, Mr. Campanella- Rodriguez began his work as an apprentice and rose through the ranks of companies such as Ryder and Morse Diesel International. He pursued his education at the New York City Technical College where he earned a degree in Building Construction Technology. When Mr. Campanella-Rodriguez graduated in 1984, he sought to change the perception of the construction marketplace, and in 1987, he began his own company— Manhattan Business Interiors, Inc. more commonly known as MBI Group. The firm’s reputation, illustrated by its number of repeat commissions, is built on MBI’s unprecedented ability to integrate the talents of every project team member, resulting in seamless and confident
teamwork unmatched throughout the construction industry. Mr. Campanella’s personal philosophy drives the MBI team to reach the highest level of quality construction and client satisfaction. Mr. Campanella is a member of several industry associations and has served leadership positions at philanthropic organizations including The Boys’ Club of NY, the ASPCA and United Cerebral Palsy (UCP). Inspired by Mr. Campanella’s involvement in UCP, MBI Group repeatedly sponsored the UCP of Greater Suffolk’s Traditional Golf Classic to benefit the 3,000 children and adults with disabilities served each year through the agency’s programs and services. Mr. Campanella is an active member in the construction industry. His affiliations include memberships with The Regional Alliance for Small Contractors and the New York Building Congress. As a minority business owner, Mr. Campanella also participates as a member of the Association of Minority Enterprises of New York (AMENY).
WBE Award of Excellence Awardee
Meadows Office Furniture
Rosalie Edson grew up in a middleincome family in the Bronx. Her father worked feverishly at his women’s apparel business to support her homemaker mother and her three siblings. She knew at a young age that what she wanted was financial independence. “Success was my plan,” says Edson. While attending college, she became actively involved in her father’s business. She would eventually run that business until there was a downturn in the garment industry and she took some time off to raise her son. Edson later married the founder of Meadows Office Furniture Co. and assumed the ownership and leadership of the organization upon her husband’s retirement. She discovered a passion for office furniture and for running a business. “My goals and aspirations revolved around doing something I loved and being very successful at it.” Her success began 20 years ago when Meadows became the provider for two Fortune 200 companies. Meadows subsequently became their largest diverse supplier. Meadows is a full-service Distributor of Contract Furniture and related office furnishings and is a preferred partner of some of the world’s leading
manufacturers of contract furniture and architectural products. Edson credits her employees with the success of her business. “I have the most skilled, professional, committed group of people that understand their roles and execute these roles everyday with optimum results.” Meadows’ service-oriented philosophy is embraced throughout the organization, resulting in a customer service experience that is unparalleled in the industry. Edson is a tireless advocate for women in business. She joined the Women Presidents’ Organization (WPO) to help promote successful women in business and serve as a mentor to professional women on the rise. She was also recognized as one of the Top 100 Minority Business Owners by Professional Women’s Magazine. She feels strongly that her certification through WBENC has opened doors of opportunity for Meadows. “WBENC has given me the opportunity to meet a host of Corporate Members, who are truly interested in doing business with women owned enterprises. It sets a platform for getting to know these corporate representatives in order to understand their needs and how my products and services can accommodate those needs.”
MBE Award of Excellence Awardee
Dennis J. Garrett Blue Lake Crane
Dennis J. Garrett is the Chief Executive Officer and founder of Blue Lake Crane LLC established in 2004. Blue Lake specializes in the operation, rental, service, and sales of cranes and heavy construction equipment. His firm is currently engaged in numerous infrastructure projects on the East Coast, including several major contracts in the Greater New York area. Blue Lake has provided MD760D Luffing Jib Tower Cranes for the reconstruction of the PATH Transit HUB at the World Trade Center Site in New York City; Flexifloat modular barges system for the Lake Champlain Bridge Replacement project in upstate New York. Additionally Blue Lake Crane has provided equipment for the 86th Street 2nd Ave subway and Eastside Access projects. Mr. Garrett has more than 30 years of business experience, primarily in the areas of operations, construction, transportation management, and information systems. Previously, Mr. Garrett was the CEO of Arcadia Transportation Holdings, LLC, a company formed by him and private equity investors to acquire regional transportation companies. He directed the activities of the acquisition team in selection, evaluation, due diligence, valuation, purchase negotiations, financing, and structuring. He also developed strategic, marketing, and operating plans for the target companies. Mr. Garrett spent five years as Chief Operating Officer of Qualiticare
Medical, a company he cofounded. As Chief Operating Officer of this $25 million regional distributor of medical supplies, he ran the day-to-day operations of the company with branches and warehouses in seven states. Mr. Garrett also directed the financial and administrative management for TDS Internationalâ€™s West African operations from a division office in Lagos, Nigeria for two years. The company provided technology support for the Central Bank of Nigeria. In addition, he has held management positions in such companies as Computer Science Corporation, Amtrak, Cintas Corporation, Coastal Transportation, Federal Express, and Display Data Corporation. He served in the U.S. Army Corps of Engineers as a commissioned officer and platoon leader of a combat engineer Company responsible for cranes & heavy equipment. He has been profiled in a Columbia University textbook: Operations Management by Professor Martin K. Starr. He is a former Democratic National Committee Trustee, and a former trustee for the Maryland State Democratic Party. His personal interests include local & national politics, reading, gourmet cooking, jazz & classical music, movies, live theater and the Arts.
PANELIST Plenary Session Panelist | Brian Ansari | Empire State Development Brian is a recognized expert in the area of Minority and Women’s Business Development. With his Masters from SUNY Albany, Brian has spent his career involved in the education and advancement of issues related to the personal and economic empowerment of communities around the State. Based in the Empire State
Development - Albany office, he supports the efforts of the Division to increase the utilization of MWBE’s throughout New York State. He brings 20 years of experience to the New York State contracting process and has assisted thousands of firms gain access to procurement opportunities. He can be reached at HYPERLINK “mailto:firstname.lastname@example.org” email@example.com.
Plenary Session Panelist | Maria Osorio | NYC Small Business Services Maria T. Osorio is the Assistant Commissioner within the Division of Economic and Financial Opportunity (DEFO) at the NYC Department of Small Business Services. Maria is responsible for growing the base of businesses that can compete in the government market place and help connect them to contracting opportunities. In this role, Maria oversees DEFO’s Certification and the Analysis & Operations Units. With the passing of Local Law 1 of 2013, Maria has been developing the internal strategy for implementing revisions to the certification process and the M/WBE Online Directory as required by the law.
Maria comes to SBS with over fifteen years of public sector experience and a substantial knowledge of City procurement, most recently at the Mayor’s Office of Contract Services. Maria specialized in construction contract analysis and her portfolio of New York City agencies included Dept. of Environmental Protection, Dept. of Transportation, Design and Construction, Parks & Recreation, and Sanitation. Maria holds a B.A. in Environmental Science from Wesleyan University, a Masters degree in Environmental Studies from Long Island University and a Masters degree in Public Administration from the School of Public Affairs at CUNY’s Baruch College.
Plenary Session Panelist | Michael Clay | Dormitory Authority of the State of New York Michael serves as the Director of the Opportunity Programs Group for the Dormitory Authority of the State of New York (DASNY) located in the corporate headquarters in Albany, N.Y., where he directs a staff of 18 professionals who facilitate and advocate for Minority and Women-owned Business Enterprises (M/WBE) participation within DASNY. Michael functions as DASNY’s internal consultant on M/WBE participation in Construction, Professional Services and
Commodity procurement statewide. He has 27 years of progressive, diverse management in small business development, M/WBE compliance, Affirmation Action, Labor Relations, Purchasing and Contract Administration. Prior to his tenure at DASNY, Michael served as Director, of the Office of Minority and Women-owned Business Enterprises for the NYS Office of General Services. Michael attended Seton Hall University, School of Business, where he earned a Bachelor of Science in Management and Industrial Relations.
Plenary Session Panelist | Michael Garner | MTA After a long and distinguish career at the New York City School Construction Authority (SCA), Michael J. Garner was recruited and appointed as Chief Diversity Officer at the Metropolitan Transportation Authority Headquarters in New York City. Mr. Garner is responsible for the development and expansion of Minority, Women-Owned, and Disadvantaged Business Enterprise programs; MWDBE Contract Compliance Monitoring and Enforcement; Title VI and Equal Employment Opportunities responsibilities; and other existing activities and functions within the MTA’s Department of Diversity and Civil Rights. The Metropolitan Transportation Authority is the parent organization of seven operating agencies: MTA New York City Transit,
MTA Long Island Rail Road, MTA Long Island Bus, MTA Metro-North Railroad, MTA Bridges and Tunnels, MTA Capital Construction and MTA Bus Company. The MTA’s subways, buses, and railroads move 2.4 billion New Yorkers a year, and the bridge and tunnel authority carry nearly 300 million vehicles annually. The MTA employs more than 70,000 employees and has a five-year capital budget in excess of $26 billion. Within two years, Mr. Garner and his staff have increased contract awards by 40% to New York State certified Minority/WomenOwned and Disadvantaged Business Enterprises. In addition, new programs were created and implemented including the MTA’s Mentor, Small Business Loan, Surety Bonding Programs and a Construction Training Program. (cont’)
During Mr. Garner’s tenure at the New York City School Construction Authority (SCA), the organization created one of the best minority business development programs in the nation, and under his direction, the SCA awarded more than $4 billion in assorted contract types to SCA certified Minority, Women-Owned and Locally Based Business Enterprises. Additionally, under Mr. Garner’s direction, in June 2006, the SCA created and implemented a surety bonding program that resulted in 22 firms, receiving bonding, totaling $51 million within one year. Also, in July 2006, the SCA created and implemented a small business loan program through its contractual relationship with Carver Federal Savings Bank, which resulted in 31 Minority and Women-Owned Business Enterprises receiving 47 loans up to $250,000 each within the first year.
development program, Mr. Garner was instrumental in securing many contracts for minority vendors and suppliers.
Mr. Garner’s professional experience has been enhanced by his record and achievement in public service at the New York City Housing Authority in the areas of Finance and Procurement Management. Mr. Garner has a long history in the minority business community and is a passionate advocate for long range minority small business development.
Mr. Garner is an active member of the Canaan Baptist Church in Harlem, serves as the Chairman of the Economic Development Committee of the One Hundred Black Men, is the current Treasurer of the New York/New Jersey Minority Supplier Development Council and advises numerous U.S. cities and States on their minority business development and inclusion programs. Mr. Garner completed his MBA degree at the State University of New York.
After graduating from the State University of New York, College @ Buffalo with a Bachelor of Science Degree in Business/ Economics, Mr. Garner began his professional career in management at the Hueblein Corporation. Mr. Garner left the Hueblein Corporation to join the New York City Housing Authority and started working with developing minority businesses and without an established minority business
In 1993, Mr. Garner joined the SCA to work in its Office of Economic and Employment Opportunities and to continue his work of developing minority businesses. In 1995, he was promoted to the position of Manager of Operations, Director of Business Development in 1999 and Senior Director of Business Development in January of 2005. Mr. Garner was appointed to the New York State Small Business Advisory Board by former New York State Governor, David A. Paterson and more recently appointed to Governor Andrew Cuomo’s MWBE Team as chaired by former NYC Controller, William C. Thompson, Jr.
The Certification Process Panelist | Linda Smith | MTA Linda Smith is the
Enterprise Program for more than twenty
the Certification Unit
of the program including goal setting,
Transportation Authority’s Department of
course, certification. Ms. Smith holds a
Senior Manager with
five years and is experienced in all aspects
contract monitoring, outreach and, of
Diversity and Civil Rights. Ms. Smith has
MPA from Baruch College.
worked in the Disadvantaged Business
The Certification Process Panelist | Yvette Hall | Empire State Development Yvette is a Business
commitment to help MWBEs grow and
with over 25 years of
her educational foundation from Cornell
gain contracting opportunities. Yvette uses
experience in strategic
University’s College of Engineering and her
marketing principles. Yvette specializes in
fortify her business consulting and program
MBA from Columbia Business School to
providing project management of targeted
development perspective. She can be
produce increased access to business
contract opportunities for MWBE certified
firms within New York State. She recently joined New York State to expand her
The Certification Process Panelist | Walter Maxwell | New York City Small Business Services Walter E. Maxwell is the Director for External Affairs within the Division of Economic and Financial Opportunity (DEFO) at the NYC Department of Small Business Services.
and Finance. He was a Senior Financial Accountant at Cushman & Wakefield, Inc. handling a commercial property portfolio of more than thirty properties and before that he was employed as an Assistant Manager of Retail Credit Collections for Marine Midland Bank, N.A.
Walter is charged with defining and implementing outreach strategies to community groups, trade associations, industry membership organizations and local chambers of commerce to spread the word about the benefits of certification and identify companies that are eligible for M/WBE certification. He has been working with the city’s Minority and Women-Owned Business Enterprise program for nearly 15 years. His work has taken on even more importance since 2005, when Mayor Michael R. Bloomberg signed Local Law 129, creating a new Minority and Womenowned Business Enterprise Program.
Walter has won praise from numerous Minority and Women’s Business Organizations and individuals for his strong commitment and the passion with which he carries out his services on behalf of NYCDSBS to the businesses of New York City. In October of 2009, Walter was among 25 people chosen to receive the 2009 Champions of Diversity award from DiversityPlus Magazine, a national magazine that covers diversity and small business issues and event.
Walter began his employment at DSBS as a procurement specialist. In that capacity, he assisted New York City based manufacturers and wholesale distributors in their efforts to locate and obtain Federal, State, and Local government contracts. His primary duties involved counseling and giving advice to new vendors on the public procurement process. Walter’s background at DSBS also includes positions within the Vendor Initiative Division, the Executive Volunteer Corps and the Street Vendor Review Panel (SVRP). Prior to government service at DSBS, Walter had a fifteen year work history in Real Estate
Most recently he was nominated and then awarded the 100 Year Association’s Isaac Liberman Public Service Awards. The Isaac Liberman awards recognize New York City career civil service employees for dedication well beyond their job description, measurably improving efficiency and quality of service to New York City residents and workers, and for significantly enhancing the prestige of New York City in the eyes of the public. Walter epitomizes these qualities. He has made a tremendous impact on thousands of businesses across the city, on his colleagues, and on the City of New York.
Mentor Programs Panelist | Gregory Bishop | NYC Small Business Services As Deputy Commissioner of the Business Development Division at Small Business Services, Gregg is responsible for NYC Business Solutions, Business Incentives, the Business Outreach Team, the Corporate Alliance Program, and the SBS Customer Service Center. These programs are designed to make it easier for businesses to start, operate, and expand in New York City. Gregg is also responsible for Compete to Win, a $3.2 million investment by the City of New York in capacity building programs to help minority and women businesses build capacity and compete for City contracts. The services in his portfolio include Bidding Technical Assistance, Bonding, the City’s first Construction Mentorship program, NYC Loan, and NYC Teaming. Gregg spent his previous 3 years at the Agency as the Assistant Commissioner of the Division of Economic and Financial Opportunity, where he was responsible for overseeing various areas of the division, including the Minority-and Women-owned Business Enterprise (M/WBE) program including certification, capacity building, and developing strategic initiatives that support the business needs of City buyers and prime contractors subject to M/WBE purchasing goals under New York City Local Law 129. He also works with various community organizations to deliver
capacity building services, including financing assistance to small businesses and M/WBEs. Prior to his appointment in DEFO, Gregg served as the Senior Manager of Workforce Development at NPower, where he was responsible for doubling the capacity of Technology Service Corps, a nationally recognized technology training program for young adults 18-25. Prior to NPower, he served as the Director of Web Operations at Oxygen Media, where he helped guide the media company’s web consolidation strategy. Gregg also served as Vice President of Technology Operations at TheStreet.com, where he helped build and maintain the company’s internal and external technology infrastructure. Gregg began his career at VIBE Magazine helping to establish the publications brand during the pioneering days of the web. Gregg received his Masters in Integrated Marketing and Management Communication from The Florida State University, and graduated Magna Cum Laude with a B.S. in Business Administration from Florida A&M University, both in Tallahassee, FL. He has also studied International Management and Marketing in Tokyo, Japan and is a graduate of the Coro Foundation’s Leadership New York program.
Mentor Programs Panelist | Suzanne Veira | New York City School Construction Authority Suzanne Veira is the Senior Director of the Business Development Division (BDD) at the New York City School Construction Authority (SCA). The Business Development Division is responsible for the management of the SCA’s Minority, Women and Locally Based Enterprise (MWLBE) program; the oversight and enforcement of compliance with the SCA’s MWLBE participation goals; in coordination with the Construction Management Division the oversight of the Agency’s Mentor and Graduate Mentor Programs; and the management of the Agency’s Internship programs. Since joining the SCA in 2007, as the Director of Operations, Suzanne has been instrumental in developing new systems and procedures to streamline and improve the Division’s effectiveness and strengthened its collaboration with other SCA Departments and governmental agencies in the implementation and oversight of the SCA’s Business Development programs. She was part of the team that developed the agency’s Vendor Access System, a one stop on-line prequalification and MWLBE certification system, for firms wishing to do business with the SCA. She also created the agency’s MWLBE Subcontractor Compliance module that has automated the submission, review, and tracking, in real time, of the SCA’s MWLBE 20% subcontracting goals. Automation of this process has made it easier and more transparent for certified MWLBE subcontractors to do business with the SCA’s General Contractors. This
system has created transparency and accountability in monitoring and compliance
of prime contractors and their utilization of SCA certified and qualified firms.
Since taking over as Senior Director in 2009,
to re-engineer the mentor programs to
better identify and address existing and new challenges small MWLBE firms encounter. The programnowoffersScopeBConstruction Management participating
assistance with areas in which they need to improve their business model.
services include CPA and legal services, as well as project management and
estimating services via new technology.
Recently, Suzanne was part of the team that negotiated and launched a new loan program for MWLBE firms with Sterling
Bank. Her team also developed and launch an Advanced Mentor Training module
that revamped the existing ‘one size fits all’ training curriculum to provide training
based on year in the program and the individual business needs of the contractors participating in the program.
Suzanne’s experience prior to joining the SCA includes almost 30 years of government experience in roles as Executive Director of Procurement Initiatives for the NYC Department of Small Business Services and the Director of Capital Budget for the NYC Department of Corrections. She attended the University of Maryland for her BA and Long Island University for her MP.
Submitting a Successful Proposal, Contract Negotiation and Other Legal Matters Panelist | Christine Flaherty | STV, Inc. Christine Flaherty is a Vice President and Director of Business Development for the northeast territory of STV’s CM Division. Christine’s career started in project management and she has worked as an owner’s representative, general contractor and CM both in at-risk and as agent delivery methods. She has worked on public and private projects ranging in size from $1 million to $150 million. She leads the CM group’s business
and strategic planning efforts. During her tenure performing business development for STV, the CM practice has tripled in size and established three new geographic offices. Christine earned her Master’s in Business Administration from New York University’s Stern School of Business and is a Civil Engineer with a Bachelor of Science degree from Bucknell University. She is the Secretary on the NY/NJ Metro Chapter of CMAA.
Submitting a Successful Proposal, Contract Negotiation and Other Legal Matters Panelist | steve ginsberg | BNY Mellon Steve has over twenty years experience in procuring Information Technology goods and services. Steve is a Managing Director in Global Procurement at BNY Mellon. He manages a team that is responsible for the
sourcing of all IT Hardware and Software. Prior to joining BNY Mellon, Steve worked for Bell Atlantic (now Verizon) and JC Penney in similar procurement functions. Steve holds an MBA in Finance and BS in Accounting.
Submitting a Successful Proposal, Contract Negotiation and Other Legal Matters Panelist | Tom Whitman | BNY Mellon Tom has over twenty years experience in procurement, sourcing and contract activities. Currently, Tom is a Managing Director of Global Procurement with BNY Mellon. Tom manages a team in contract negotiations and RFPs spanning all categories of sourcing including software licensing (financial, business and technology), hardware acquisitions (PCs, serves, mainframes, storage, etc), telecom, consulting, market data, outsourcing , application service provider arrangements, financial services and investor communications services. Tom has extensive experience with all types of contracts, including; software and data licensing, professional services, statements of work, application service provider arrangements, revenue sharing agreements, third party linking agreements, outsourcing agreements, service level agreements, transition services associated with M&A deals , etc. He collaborated with BNY Mellonâ€™s Legal Department in the creation and updating of the first print and mail outsourcing agreement in 2004 as well as many of the BNY Mellon standard agreements used today. Tom has extensive experience with merger, acquisitions and divestiture activities as relates to vendor contracts and has either lead, guided or managed over 15 such
events. He also has a broad knowledge of brokerage and transfer agency operations and applications and was responsible for developing mutual fund systems at Pershing in the mid to late eighties. He was responsible for the creation and running of the database organization at Pershing and the creation and running of the Technology Council. He has created the materials and conducted internal training and information sessions regarding the Procurement Processes and the attributes of a good contract. Prior to joining BNY Mellon, Tom was a Director at Pershing where he was responsible for the technology functions. At that time, Pershing was jointly owned by Credit Suisse and AXA. He was a member of both the AXA and Credit Suisse Global procurement teams which had extensive global operations and procurement requirements. He also headed the procurement best practices initiative for AXAâ€˜s US operations. Tom enjoys boating on the waters off Long Island and has taken many advanced courses in safe boating and navigation.
Submitting a Successful Proposal, Contract Negotiation and Other Legal Matters Panelist | Kenneth Newman, Esq. | BNY Mellon Kenneth Newman is a licensed attorney in Connecticut (1993) and New York (1994). In the Global Procurement Division of BNY Mellon, he manages a team tasked with contract negotiation and oversight of systems administration technology related to contract categorization, storage, retrieval, and electronic signature.
School of Law (Hamden, CT), Ken also is an experienced investor with NASD Series 7 training, an art collector, and a musician, playing violin as an orchestra member and performing onstage solo piano. Prior to joining BNY Mellon in 2005, Ken worked at Information Builders (NY), Credit Suisse (NY), B.I. Pharmaceuticals (CT), and he maintained a private legal practice.
Ken brings to BNY Mellon experience gained from over twenty years of transactional law practice encompassing an exceptionally broad range of subject matter: software licensing (buy-side and sell-side), ASP, SAAS, telecommunications, value-added-reseller arrangements, onshore and off-shore professional services, air travel, automobile fleet agreements, cafeteria services, preferred-pricing hotel agreements, real estate sales and purchase contracts, state and federal tax counseling and preparation, will and trust agreement drafting, and trust management.
Prior to joining BNY Mellon, Tom was a Director at Pershing where he was responsible for the technology functions. At that time, Pershing was jointly owned by Credit Suisse and AXA. He was a member of both the AXA and Credit Suisse Global procurement teams which had extensive global operations and procurement requirements. He also headed the procurement best practices initiative for AXAâ€˜s US operations.
A graduate of Connecticut College (New London, CT) and Quinnipiac University
Tom enjoys boating on the waters off Long Island and has taken many advanced courses in safe boating and navigation.
Retirement and Succession Planning Panelist | Dr. Michael Grayson | Grayson Financial Corp Dr. Michael C. Grayson
is the President and of
Before assuming the helm at Grayson
-Using his proprietary formula, Dr Grayson
professional career included 20 years
he gave one of his clients the highest
Grayson retired from the credit industry
of 990) also Dr Grayson is credited with
in 2000, offering credit driven financial
one of his clients from the 500’s to the
was able to break two industry records;
working as a credit industry insider. Dr
credit score in the world. (A mid-score
and started Grayson Financial Services
the fastest credit turnaround ever. He took
800’s in 30 days.
professional athletes, churches, non-profit
-Dr. Grayson served as Honorary Chairman
Dr. Grayson served as a consultant to
the Bush Administration.
services companies, including Rosenbaum
-Dr Grayson has appeared as the Credit
Minority Mortgage Bankers Association. As
Trevor Ford Show, his column, “Credit
organizations and industry professionals. several prestigious law firms and financial
of the Business Advisory Council during
and Associates, The Cochran Firm and The
Doctor on NBC News, talk shows, the
a consultant, he advised C-level executives
Matters” and several radio shows.
General Motors, Jackson Hewitt, Liberty Tax
As his expertise grew, so did his firm
at several large corporations, including and the NFL.
belief that small businesses deserved a
Dr. Grayson augments his personal zeal
to help their owners and leadership better
now while we are trying to rebound from
-Dr. Grayson received the Congressional
for credit restoration with a range of solid
deeper understanding of credit systems approach their financial visions. Particularly one of the worst economic disasters of To fill this important gap Dr.
Leadership Award in 2003 and 2005.
Grayson is now offering his exclusive
-Dr. Grayson attended the University
of Virginia and has a PhD in Business Administration.
“Credit Workshop: Prospering In A Down
Retirement and Succession Planning Panelist | Brian Scanlon | Morgan Stanley Brian began his career as a Financial Advisor in 2001 with a predecessor firm of Morgan Stanley. He built a successful practice as a financial planner by developing comprehensive skills in the areas of retirement planning, estate planning, insurance, tax planning, employee benefits and corporate finance. Brian has continued this process as a partner in the Ferrara Man Scanlon Group since 2007. Brian manages the financial planning services available to high net worth clients, and oversees the corporate benefit programs in place with the Groupâ€™s business clients. Brian serves as a Corporate Retirement Director (CRD). Of Morgan Stanleyâ€™s more than 17,000 Financial Advisors, Brian is among only about 180 individuals who have qualified for the prestigious designation. The CRD designation recognizes advisors
who have dedicated a significant portion of their practice to helping corporate clients manage all aspects of their retirement plans. Brian also was awarded the Chartered Retirement Plans Specialist designation by the College for Financial Planning which is for individuals who specialize in creating, implementing and maintaining retirement plans. Brianâ€™s commitment to professional financial planning enabled him to receive the Certified Financial Planner certification in 2006. This title is awarded to individuals who meet specific ethical requirements and successfully complete a rigorous examination administered by the Certified Financial Planning Board of Standards, a nonprofit regulatory organization. Brian is a graduate of Western Connecticut State University where he earned a degree in Business Management. An Eagle Scout Award recipient, he resides in Wilton, CT.
Strategies to Accelerate Revenue Growth Presented by Goldman Sachs 10,000 Small Businesses Program
Presenter: Paisley Demby Paisley Demby, MBA is
the Business Services Director of the Goldman Sachs10,000 Small Businesses Program at LaGuardia Community College. As Director Mr. Demby managers a team of business consultants and wrap around business services that support the educational component of the program. Mr. Demby is also responsible for marketing, outreach and recruitment of small business owners into the program.Â Prior to joining LaGuardia Mr. Demby was Director of Business Services for CAMBA Economic Development Corp where he managed their CDFI microloan fund, small business counseling, and entrepreneurial training programs. Additionally he managed
their housing counseling and foreclosure prevention programs. Prior to CAMBA he was a Director for the Queens Economic Development Corporation overseeing their Small Business Services Division where he managed their SBA PRIME, Womenâ€™s Business Center, and Entrepreneurial Training Program. Mr. Demby has worked for renowned firms such as The May Davis Group, Accenture, JP Morgan and Synergie Capital Group. Mr. Demby holds an MBA in Finance and Strategic Management from The Wharton School of the University of Pennsylvania, and a BA in Engineering and Economics from Brown University.
New York, NY
Fair Lawn, NJ
Diversity paints our world. We value diversity in the workplace and in the marketplace. In building an increasingly diverse supplier pool, we are able to work toward our goal of offering priority suppliers real procurement opportunities as they arise. BNY Mellon is pleased to announce on-line registration To register, visit www.bnymellon.com/suppliers select the Supplier Profile Form and follow the directions.
2009 Regional Corporation of the Year NY-NJ Minority Supplier Development Council
ÂŠ2013 The Bank of New York Mellon Corporation.
Celebrating Over Ten Years of Bridging the Diversity Gap
Crescent Consulting provides AA/EEO, Diversity and Contract Compliance management and consulting services for companies in the construction industry. Crescent is the premier consultant comprised of knowledgeable professionals with significant experience in managing and administrating the various affirmative action, equal employment opportunity, and diversity programs.
approach to Energy and LEED rating systems that include Pre-Design,
Crescent Energy has a detailed
Design Development, Construction Documents, and Construction Administration.
LEEDing the way!
The Right Connections SUPPLIER
The New York Power Authority has conducted more than half-a-billion dollars in transactions with minority- and women-owned business enterprises. We recognize that diversity is the key to our strength, which is why we value our connection to hundreds of MWBEs throughout the state. Weâ€™re seeking new ideas and innovations that will help move New York toward a clean energy future. If your company specializes in sustainability, energy efficiency or renewable technologies, we may have a relationship worth exploring. To connect with us visit: www.nypa.gov/sdp/default.htm
DOE COMMITMENT TO EQUAL OPPORTUNITY The DOE has contracts with vendors to purchase goods and services necessary to ensure that students receive a high quality education. The agency strives to give all businesses, including Minority and Women-Owned Business Enterprises (MWBEs), an equal opportunity to compete for DOE procurements.
DOEâ€™s MISSON Enhance the ability of MWBEs to compete for contracts Ensure that MWBEs meaningfully participate in the procurement process Ensure that MWBEs are informed about the purchasing process and procurement opportunities Provide assistance to MWBEs on the methods of doing business with the DOE For additional MWBE resources please visit: http://schools.nyc.gov/Offices/DCP/MWBE/default.htm
Mission Critical Building Core & Shell Interiors
RANKED THE NEW YORK AREA’S 16 TH LARGEST MINORITY OWNED COMPANY -Crain’s New York, May 2013
“Visit our booth for more information”
CUCF CITY UNIVERSITY CONSTRUCTION FUND
City University Construction Fund, Office of Facilities Planning, Construction & Management - Contracts Dept. 11th Floor, 555 West 57th Street, New York, NY 10019 Tel. 646 758-7882 Fax 212 541-0168 E-mail: CUNY.Builds @mail.cuny.edu Website: www.cuny.edu/cunybuilds
Our vision is an inclusive supply chain representing the communities we serve.
Weâ€™re committed to providing minority, women-owned, diverse and small businesses with an opportunity to work with us. Learn more about becoming a qualified supplier through these and other programs: Corporate Program GSA Program Tier 2 Program Prime Contractor Program Supplier Development Program
Sustainability Program Supplier Diversity Expos Supplier Div. Emp. Resource Grp. Newsletter â€œCompany Highlightâ€?
Email us at firstname.lastname@example.org, visit us at www.nationalgridus.com/supplierdiversity and connect with us on
BUSINESS OPPORTUNITIES BUSINESS OPPORTUNITIES
YOU BUSINESS OPPORTUNITIES BUSINESS OPPORTUNITIES
BUSINESS OPPORTUNITIES BUSINESS OPPORTUNITIES
They’ll be heading your way–join NYCEDC’s Vendor’s List.
By signing up you’ll be notified of RFPs, RFQs, and RFEIs that are specific to you. M/W/DBE businesses are encouraged to join so register today.
Communication, Collaboration, Cooperation New York State Homes & Community Renewal congratulates Competitive Edge on Two Decades of Connecting Minority, Woman, Disadvantaged and Local Business Enterprises with Opportunities. OFHEO@nyshcr.org http://www.nyshcr.org
Andrew M. Cuomo Governor
Darryl C. Towns Commissioner/CEO
Together we are stronger
The strength of any structure depends on all of its separate components working together. The Port Authority of New York and New Jersey recognizes that the strength of our region depends on diverse businesses like yours. That is why we are committed to helping Minority, Women-owned, Small, and Disadvantaged Business Enterprises gain invaluable access to networking, training, and vital business ventures in our region through our supplier diversity programs and contract opportunities. To learn more about our programs, visit us at www.panynj.gov/supplierdiversity or call 212.435.7803.
Building Expectations Weâ€™re proud of our work with MWDBE businesses to move New York ahead. Contact Jennifer Reyes at jreyes@ railworks.com about future opportunities. Expect more with RailWorks at work.
North Americaâ€™s leader in Track and Transit & Systems construction and maintenance services
The New York City Housing Authority Congratulates
Competitive Edge’s 20 th Conference and Awardees Plan NYCHA aims to strengthen over 300 public housing communities for current and future generations of New Yorkers. NYCHA is dedicated to achieving maximum participation of MWSBE firms in our procurement.
Because progress is everyone’s Business, nycHa supports our communities tHrougH our commitment to partner witH minority-owned, women-owned, and small Businesses
Doing Business with NYCHA: serving over 600,000 residents and growing…
38 - 14, 30th Street, 2nd Floor Long Island City, NY 11101 Tel.: 718-937-0848 Fax: 718- 937-2848 www.rj-enterprises.com
Don’t Build Data Center w/o HDPP HDPP—High Density Patch Panel for Computer Cabling Installation ---Doing Much-much more with Much-much less ---Recession Proof/ Recovery Proof /Future Job Default Proof ---Competitive Edge – Price/ Productivity/ Innovating Technology ---On Time/ On Budget/ Availability/ Sustainability --- Spending Wisely & Efficiently and why not?
R.J. Enterprises specializes in IT High Speed Computer Networking and Cabling Installation Hardware: Modular Plugs, Patch Panel/ Face Plate/ patch Cord/ Cable and Jacks for Telephone, Voice, Video and High Speed Computer Networking (10 Gig /Cat.6A/ C6/C5e/C5) Cabling Accessories. HDPP
Out of Budget/ Out of Time/ Out of Space/ Out of Speed/ Out of Date: Use HDPP: High Density Patch Panel (Shielded and Non-shielded) - 48 Port - Toolless - 10 Gig
Battery Park City Authority The Hugh L. Carey Battery Park City Authority (BPCA) is a Class A New York State public benefit corporation. What We Do The BPCA’s mission is to plan, create, co-ordinate and maintain a balanced community of commercial, residential, retail, and park space within its designated 92-acre site on Manhattan’s lower west side known as Battery Park City. Parcels of land are leased to developers who build in accordance with the Authority’s guidelines, which also incorporate green provisions mandating state of the art environmental specifications to maximize energy efficiency and minimize water usage. With more than five million square feet of environmentally sustainable construction on its 92-acre site, Battery Park City is the largest “green” neighborhood in the world. Door Openers: Insight on Navigating BPCA BPCA endorses a competitive public bidding process and, as such, solicits bids from contractors for work throughout Battery Park City. Requests for Proposals (RFPs) are posted in the New York State Contract Reporter and the New York City Record. Pursuant to Article 15-A of the Executive Law and regulations adopted thereunder, BPCA has established goals for the participation of certified minority and womenowned business enterprises (M/WBE’s) in the performance of services under contract with BPCA. The language of Article 15A appears in all of BPCA’s leases. These goals have been prescribed as percentages of the overall proposal/contract dollar amount. BPCA’s goals are placed on construction contracts totaling over $100,000, and procurement contracts over $25,000. MWBE-certified firms are found in the Directory of Certified MWBEs offered by Empire State Development. BPCA is a major sponsor of The Competitive Edge Conference. Held annually, the conference provides an excellent opportunity for MWBEs to network with City, State and Private Sector firms. For more information, visit The Competitive Edge’s website. (www.competitiveedgesite.org) How to Connect With Us Anthony Peterson Director of Diversity Programs Battery Park City Authority email@example.com Tel. 212-417-2337 One World Financial Center, 24th Fl New York, NY 10281-1097 www.batteryparkcity.org
Building Better Communities MetLife Stadium â€“ East Rutherford, NJ
As committed as we are to being the best in construction, we are just as committed to the people in our community. www.usa.skanska.com/sports
Gridiron Gala_AD_2012.indd 1
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FROM THE GROUND UP!
FEATURED PANELIST, NobleStrategy Presents 2 GBCI-Approved Educational Sessions NobleStrategy presents an educational panel session with the MTA on lessons-learned in developing a sustainable community strategy for a LEED Silver facility, Mother Clara Hale Bus Depot in Harlem, NY. Mother Clara Hale Bus Depot
NobleStrategy also presents lessons-learned on revitalizing neighborhoods through sustainability with the PBCIP new construction in Camden, LEED Platinum certification anticipated.
WWW.NOBLESTRATEGY.COM Parkside Business Community In Partnership Camden Renewal Project
General Conditions • Containers • Work Gloves • Light Bulbs
2120 Atlantic Avenue, Brooklyn, NY 11233 Tel (718) 403-0100 | Fax (718) 596-5085 www.parkavebuilding.com
The Company We Keep: Best-In-Class Brands
• Siplast • Firestone • Johns Manville • Versico
• Roof & Smoke Hatches • Vents, Louvres
Windows/Doors/Trim/Flooring • Armstrong VCT • Masonite • Moldings / Base, Trim • Simpson • Simonton • Therma-Tru • Marvin
• Structural Beams • Fabricated Lintels • Steel Deck • ReBar
• Access Doors • Acoustical • Armstrong Floor • Corner Guards • Benjamin Moore Protection • Door/Frames/Hardware • Ardex • Laticrete
Masonry • Glen-Gery Brick • Block • Sand • Bag Goods • Sika
• Xypex • Wire Mesh • Water Repellants • Shore Best
• Tremco • Bondaflex
Firestop • AD Fire • Deck Plugs • Tremco • Nelson • Metacaulk • 3M • Bio/Rectorseal
Waterproofing • Sika • Henry • Carlisle • Tremco
• Brushes, Mops • Cleaning Products • Sweeping Compound
Insulation • Roxul • Guardian • Dow • Owens Corning
• Cable / Netting • Personal Protection Equipment • Fire Extinguishers • Safety Apparel and Equipment
• Fire Treated • FSC • ACQ Plank
• Tremco • Sika • Carlisle
• Gypsum • Metal Studs • Insulation • Beads & Trim • Setting Compound
TDX Ad-half page_Layout 1 4/15/2013 5:24 PM Page 1
TDX Construction Corporation Proud to sponsor the Twentieth Annual Competitive Edge Conference
C O N S T R U C T I O N C O R P O R AT I O N
3 4 5 S e v e n t h A v e n u e N e w Y o r k , N Y 1 0 0 01
212 279 1981 212 279 1983 FAX
Driving Excellence Through Diversity We are committed to providing equal employment opportunities to all applicants and employees without regard to race, creed, color, citizenship status, age, national origin, status as an individual with a disability or status as a disabled and/or Vietnam Era veteran or any other legally protected status and to affirmatively seek to advance the principles of equal employment opportunity.
www.tishmanconstruction.com Competitive Edge Ad.indd 1
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An Excellent Choice for all your Projects
307 W. 38th street New York, NY 10018 www.Excelinteriorny.com
Bringing Great Structures to Life • Bridges • Highway • Mass Transit • Airports • Water / Wastewater
Civil Division Phone 914.739.1908 | Fax 914.739.5101 www.tutorperini.com 1000 Main Street, New Rochelle, NY 10801
443 Park Ave South New York, NY 10016 phone: 212.889.4045 fax: 212.889.3672 www.dsmotricharch.com Architects/Planners (WBE)
David Smotrich & Partners LLP
A Manhattan based firm, Certified Women Business Enterprise, prides itself in offering personal and complete service to each of its clients. As problem solvers, we believe that the foundation of good design is to listen carefully to our individual clients in order to understand their needs, goals, and aspirations. We see our work as the creation of space that fulfills the needs and expectations of all those who experience it, creating a positive emotional response. Deborah A. Homan, RLA Managing Partner
STV is proud to support the 2013 COMPETITIVE EDGE CONFERENCE
DENNIS J. GARRETT Blue Lake Crane MBE Award of Excellence ROSALIE EDSON Meadows Office Furniture Co. WBE Award of Excellence
EDWARD S. CAMPANELLARODRIGUEZ MBI Group Clarence “Gene” Swanston Leadership Award
225 Park Avenue South, New York, NY 10003 Tel.: 212-777-4400 | www.stvinc.com
COMMITTEE BNY Mellon City University Construction Fund Crescent Consulting Dormitory Authority of the State of New York Empire State Development Goldman Sachs 10,000 Small Businesses Hudson River Park Trust Hugh L. Carey Battery Park City Authority Metropolitan Transportation Authority National Grid NYC Department of Education New York City Department of Environmental Protection New York City Department of Sanitation New York City Department of Small Business Services New York City Economic Development Corporation New York City Health and Hospitals Corporation New York City Housing Authority New York City School Construction Authority New York Power Authority New York State Insurance Fund The Port Authority of New York & New Jersey New York State Homes & Community Renewal
Yea ge e Ed n th rs o