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Family Business Panel Discussion

Events | Jay Levine | Jul 10, 2024

#ICYMI Jay Levine CPA, CGMA, Partner, Prager Metis, joined Kristin Calandra, Vice President, Calandra Enterprises, and Robert J. Mascia, CFBS, CEO, Founder & Financial planner, Green Ridge Wealth Planning, on the NJBIZ Family Business Panel Discussion where they spoke about the following topics:

  • Optimal governance structures
  • Balancing professionalization and family ties
  • Conflict resolution strategies
  • Fostering innovation within the family
  • Succession planning essentials
  • Building external relationships

Take advantage of this opportunity to gain expert insights and network with peers. View the recording here.

 

2024-07-18T08:17:28-04:00

Prager Metis Announces New Leadership Lori A Roth Named Chief Executive Officer Stuart H. Mayer Named Chief Operating Officer

January 1, 2026 – New York, NY — Prager Metis CPAs, a leading accounting and advisory firm with offices in North America, Europe, and Asia, is very proud to announce new leadership effective immediately. Lori A. Roth has been named Chief Executive Officer, and Stuart H. Mayer has been named Chief Operating Officer.

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