Monthly Archives: September 2013

EO New Jersey Member Caryn Kopp Named One of Top 25 Leading Women Entrepreneurs of New Jersey

On Sept. 19, the 2013 Top 25 Leading Women Entrepreneurs of New Jersey were unveiled
during a Twitter press conference that reached more than 5 million viewers. These exceptional women will be celebrated for their strong business acumen and influence they possess to
reinvent in an ever changing and ever challenging marketplace and economy.

EO New Jersey member Caryn Kopp of Kopp Consulting in Bedminster is one of the honorees.

On Dec. 5, Kopp and the rest of the Top 25 will be recognized at the annual “Unleashing Your Power” Top 25 event at Fiddlers Elbow Country Club in Bedminster. To attend the event
registration is required at

Leading Women Entrepreneurs is a media and events company that recognizes outstanding women business owners. The mission is to create a sustainable, ongoing environment that brings leaders together and showcases their attributes and contributions.

INTAC Announces Its ASPPA Certification For Retirement Plan Service Provider Excellence

After a rigorous review process, Intac Actuarial Services (INTAC) is proud to announce its CEFEX certification of the prestigious Service Provider Excellence in Standards of Practice for
Retirement Plan Service Providers. CEFEX (Centre for Fiduciary Excellence) provides an
independent recognition of a firm’s conformity to a defined Standard of Practice. It implies that a firm can demonstrate adherence to the industry’s best practices, as set forth by American
Society of Pension Professionals & Actuaries (ASPPA) and is positioned to earn the public’s trust.

The ASPPA Standard of Practice describes how a third party administration (TPA)/actuarial firm can assist plan sponsors in fulfilling their fiduciary obligations. The Standard includes best practices for organization, human resources, operations, planning, systems and disclosure, as defined by a cross-industry task force and is modeled after the “Prudent Practices for
Investment Stewards” published by fi360, Inc. The stringent nearly one-year certification process, which involved a comprehensive assessment of the firm’s operational data, practices and procedures, culminated in a full-day, on-site engagement of interviews with INTAC’s key
employees by a CEFEX representative.

“The CEFEX certification provides assurance to fiduciaries and their stakeholders that INTAC has demonstrated adherence to the best practices in the recordkeeping and administration industry. The successful completion of the independent assessment is an extraordinary
indication of a firm’s accountability to its clients,” said CEFEX Managing Director Carol Panksep.

“It is with great pride that our team of outstanding pension professionals successfully fulfilled the rigorous requirements to achieve certification by the CEFEX organization. We are extremely honored to be the only New Jersey TPA/actuarial firm to achieve this prestigious designation,” said Charles Rosenberg, INTAC managing partner and a member of EO New Jersey.

For additional information on the certification program and CEFEX, please go to A full copy of the Standard of Practice and INTAC’s official certificate are also available on the website.

Intac Actuarial Services has been providing complete administration and consulting to
employer sponsored retirement plans since 1977. INTAC’s professional staff of experienced and innovative plan administrators designs, creates, and continually refines a wide range of
qualified retirement plans. We are committed to meeting our clients’ needs by providing these services in a timely, accurate and cost-effective manner. INTAC has been recognized by NJBIZ as New Jersey’s Top Defined Contribution Provider for five consecutive years.  For more information, visit

EO Louisiana Opens Registration for “ONCE IN A LIFETIME” Mardi Gras Experience and 2014 EO Round Up

EO Louisiana is putting the final touches on the 2014 Round Up and getting excited about 2014’s events. They have opened up registration for EO Louisiana’s “ONCE IN A LIFETIME”
Mardi Gras Experience and EO Round Up.

Here are some details for the Mardi Gras Experience:

Arrive Sunday, March 2, 2014
Sunday evening activity – Parade Viewing of Bacchus – One of the super float parades:
Monday all day activities around YOUR parade Orpheus:

    • From costume pickup
    • Krewe lunch
    • Midday press conference
    • Lundi Gras celebration
    • Boarding and RIDING on the EO Float in the parade
    • Partying all night at the Orpheuscapade – post parade event

Fat Tuesday – Mardi Gras Day:

  • Late wake up
  • Full Mardi Gras day with viewing of Rex
  • Party till midnight in French Quarter
  • Mardi Gras officially ends at midnight and all events must shut down
  • View police march and street cleaning on Bourbon Street

Wednesday transfer to Round Up

The W Hotel is our host hotel for this event. If you pay for a guest they will take part in all events except the actual riding in Orpheus. They will attend the post parade Orpheuscapade and all other items BUT NOT the actual float riding.

Here is your link to register. By registering for this event you will automatically be registered for Round Up, which starts Wednesday, March 5, 2014. You will, however, have to change hotels.

Here is your link to book your room (W Hotel) for Mardi Gras Experience March 2 to 5, 2014.

Here are some details about EO Round Up:


Wednesday, March 5, 2014

3-5 pm           Registration (Hotel)

5-5:30 pm      Networking (Theater)

5:30-6 pm      Welcome Remarks

6-7 pm           Keynote Speaker #1

7-10 pm         Dinner and Entertainment

10pm-til         After Hours

Thursday, March 6, 2014

7 am              Morning Fitness

8-9 am           Buffet Breakfast (Theater)

9-1 0am         Speaker #2

10-10:30 am  Networking and Break

10:30-12 pm  Speaker #3

12-2 pm         Lunch

2-3 pm           Speaker #4

3-3:30 pm      Networking and Break

3:30-4:30 pm Speaker #5

4:30-5 pm      Networking and Break

5-6 pm           Keynote Speaker #6

6-9 pm           Dinner and Entertainment

9pm-til           After Hours

Friday, March 7, 2014

7 am              Morning Fitness

8-9 am           Buffet Breakfast (Theater)

9-10 am         Speaker #7

10-11 am       Networking and Break

11-12 pm       GSEA Award Presentation

1-5 pm           Off-site Activities

6 pm              Dinner (on your own)

Saturday, March 8, 2014

8-9 am           Breakfast (Hotel)

9-12 pm         Off-site Activities

Afternoon Departure (optional Sunday departure)

Here is a link to register for EO Round Up.

Here is your link to book your room (Harrah’s) for EO ROUND UP March 5 to 9, 2014. It is across the street from the W Hotel.

EO New Jersey Members in the News: Cheryl and Louis Biron, Dr. Ramtin Kassir, R.J. Lewis and Mike Agugliaro

Cheryl and Louis Biron [One Horn Transportationwere featured in IT Magazine in a July article about automating their business.IT magazine

Dr. Ramtin Kassir [Mona Lisa Cosmetic Surgery Center]‘s FACES OF BEAUTY® event was covered by the Huffington Post,, and Entertainment Tonight.

R.J. Lewis [e-Healthcare Solutions] was featured in PharmaVOICE as one of the PharmaVOICE 100.

PharmaVOICE did a story about FEMA’s National Preparedness Month (NPM) with tips from Mike Agugliaro [Gold Medal Service].


Meet Damon Finaldi, the newest member of EO New Jersey

Damon’s business is TeleData Solutions in Union, N.J., which focuses on improving the communications for their clients to their customers and employees using technology. They have been in business for more than 30 years.

TeleData Solutions currently has 10 employees and has had revenue growth of almost 30% from 2010 to 2012 – the plan is to double in the next three years!

Having grown up in a B-to-B business for 30 years, Damon will be a resource to many of us on small business management.

Damon lives in Morris Plains, N.J., and has a business partnership with his brother. He is married with three children (1, 3 and 5 years old).

Countdown to Discover Atlantic City, The Odds Are in Your Favor: Sept. 27-29

Did you know that Discover is more than just a day of presentations by spectacular speakers delivering compelling content that will help you put the odds in your favor? On Friday, our program kicks off at 1:30 p.m. Then, at 2 p.m. you will have the opportunity for some inspiring interaction by becoming a member of the ad-hoc Forum Squared of your choice, each moderated by one of six EO member experts in areas where your actual forum might not have experience to share, but where you desperately need it. There will even be a Spousal Forum for your spouse to join so he or she can experience the exhilaration of EO Forum firsthand. Click here for a link to the Forum Squared topics.

The “EO 360 Experiences from the Edge” session at Nerve was one of the top rated sessions, even over all but one of the speakers. So at Discover we have our own session on Friday afternoon where you and your spouse will hear first-hand life-changing experiences from fellow EOers. At Nerve, the experience was riveting—standing room only. It’s an experience you should not miss.

Our “Mini-University Experience” takes place on Saturday with fantastic speakers, including keynotes Michael Allosso and Tom Searcy. Allosso has top ratings on the Vistage circuit with his interactive presentation on “You on Your Best Day,” where he compares the preparation, performance and role of an actor with that of the business leader. Appropriate for business and personal interactions, you and your spouse can reach a more vital and dynamic awareness of the excellence needed in the communications in every moment of every day. Searcy’s talk on “Unlocking Explosive Growth: Putting the Odds in Your Favor” will cover the five core aspects of targeting and landing large accounts to explosively grow your company. Searcy’s concepts have already inspired our own chapter president Alex Zaltsman to enact certain strategies in his business. Alex is very excited for us all to see Tom Searcy present in person.

Additional speakers and breakouts will help you add valuable strategic changes to your businesses. Spouses will join members on Saturday morning programming suitable for all, then will have the option of a parallel program in the afternoon if they are not interested in the hardcore business content. The social interaction, meeting your fellow New Jersey, New york, Philadelphia and Washington, D.C. members to discuss these concepts, learning about their businesses, and just plain having fun will complement and enrich the Discover experience as a whole.

Put the odds in your favor, and join us at Discover. You can’t afford to miss this outstanding opportunity!

Click here to register now.

Seth Goldman, Founder of Honest Tea, to Talk about History, Operations and Scaling

Seth Goldman is president and TeaEO of Honest Tea, the company he co-founded out of his home in 1998 with Barry Nalebuff of the Yale School of Management. Today, Honest Tea is the nation’s top selling organic bottled tea, and it is carried in more than 100,000 outlets. In March 2011, Honest Tea was acquired by The Coca-Cola Company, creating a platform for national expansion and helping further the reach and impact of Honest Tea’s mission.

EO NJ is thrilled to welcome Seth to our chapter on Tuesday, Oct. 8, where he will share his keen insights and the valuable lessons he’s learned along the way.

Update: You can see the video from this event here.