GROUPS

Are you ready for the most in-depth training for accountants, bookkeepers, and CPAs?

Woodard Groups allow accounting professionals and other small business advisors to interact throughout the year at a local level, leading to the development of high impact, long-term professional relationships. In addition to networking opportunities, the local meetings offer in-depth training and the opportunity to cross refer services.

Woodard Groups foster deep, long-term peer relationships between small business advisors and small business owners. By interacting through the year – and at a local level – the professional relationships our members build in local groups are unique and highly dynamic.

The purpose of the partnership with IOA Greater New York chapter is to create a learning organization, dedicated to helping the local group of professionals, Financial Advisors, Accountants, Bookkeepers, Attorneys, Bankers, and Valuation Specialists, establish a successful business advisory practice

Greater Manhattan Woodard Group,

An Institute of Advisors Affiliate

Group Leader:

Karen Siewart

Meeting Frequency:

Monthly

Meeting Location:

Varies ( Contact Karen )

Contact this Group’s Leader

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Group Co-president:

Jaimie Blackman

Group Co-president:

Linda Hamilton

Group Vice President:

Felipe Wityk Sanchez

Meeting Frequency:

Monthly
11:00 – 1:00

Meeting Location:

1120 Avenue of the Americas 4th floor

Jaimie Blackman, M.S. Ed., CWS®, CBA, is CO-President of Institute of Advisors Greater NY Chapter.

Jaimie is CEO of Jaimie Blackman & Company and BH Wealth Management.
Through his monthly Sound of Money Column, plus speaking and training  engagements at NAMM and Woodard Company, Jaimie educates thousands of business owners, financial advisors, accountants and bookkeepers on ways to
harmonize life & business values necessary to build a successful business.
Jaimie is creator of MoneyCapsules® a values-based discovery process for Life and Succession Planning, powered by MAUS and a Certified Business Advisor.

Linda Hamilton, CPA, CGMA, CBA, Speaker, Strategic Business Advisor is CO-President of Institute of Advisors Greater NY Chapter.

Linda has owned a CPA firm in New York City for more than 30 years which serves domestic and international tax clients.  She enjoys sharing her knowledge and mentoring women entrepreneurs and other business advisors, accountants, and bookkeepers.

Linda serves on the Partnership & LLC Tax Committee of NYSCCPA & is a member of The Women Presidents Organization, Financial Women’s  Association, Advisory Board of Enterprising Women Magazine.

Felipe Wityk Sanchez is a Principal with Wealthspring Financial Services (wealthspringfinancialservices.com) with 15 years of experience in financial services. Wealthspring provides bookkeeping, tax preparation, training, and advisory services to small businesses and individuals. Felipe is certified in QBO and is an instructor through NYC Small Business Services.

 

The Institute of Advisor, Greater NY Chapter, offers an opportunity to learn and network with advisors who provide services to business owners. All of our members share a common passion for building a successful business advisory practice.

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If you’d like help joining a group or finding one close to your location, please let us know.

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