Naples: How Socially Responsible Policies Can Improve Your Bottom Line! (ESG)

Our March meeting will focus on Environmental, Social and Governance — commonly abbreviated to ESG. These are the three pillars of performance by which businesses impact our community and the environment in which we live. By understanding a company’s strategy and performance in each area, stakeholders — from investors, employees, and consumers— can decide how to allocate their purchasing dollars, save money, find investors, and help us to create better working boards of directors.

Thank you to our meeting sponsors:

• Joseph DeSena, CFP®, MBA Private Wealth Advisor | Managing Director, Siena Wealth Advisory Group. Joseph joined Ameriprise in November 1994 and has been a member of the Chairman’s Advisory Council, top 100 advisors at the firm, since 1999. In 2020, Joe was named Best-in-State Wealth Advisor by Forbes. Joe trademarked a simplified financial planning process titled “The Great 8 Formula”. His focus is helping our clients create wealth, protect their wealth, and preserve a legacy. Joseph is a member of the Above Board Chamber of Fl and sits on our Naples’ Advisory Board.

• Karen Mosteller, CPA, CHBC, Medical and Business Consulting Partner with Markham Norton Mosteller Wright, & Company, P.A. (Bio listed Below)

Meet our Emcee:

• Dr. John Meyer, President of Hodges University, in over 20 years of public and private education experience, Dr. Meyer has served roles that range from a professor to President. As one of the authors of the Workforce Now series, his vision for the university includes programs designed specifically for workforce needs. Dr. Meyer earned his management DBA from Argosy University, an MBA, and a B.S. in accounting from Hodges University. Dr. John and Hodges University are members of the Above Board Chamber of Florida.

Our Panelists:

• Karen Mosteller, CPA, CHBC, Medical and Business Consulting Partner with Markham Norton Mosteller Wright, & Company, P.A. Karen helps businesses navigate fast-paced changes in their respective industries and provides strategic business solutions to a wide variety of organizations. Karen offers expertise and practical advice in the various stages of consulting, from strategic planning to implementation of marketing, as well as helping to build financial and operational plans. She assists with restructures, mergers, and acquisitions and understands how a successful organization operates in all phases, from start-up to company growth. Karen and MNMW are members of the Above Board Chamber of Florida.

• Mario Valle, Senior Relationship Manager, LEED AO – PBS Contractors Starting with PBS Contractors in 2006 as an Assistant Project Manager, Mario has worked his way to the extended position he holds today as a liaison between PBS and our clients. He has extensive knowledge of the construction business, nurturing relationships, and is avidly involved in the Naples community. Mario has wholeheartedly dedicated himself to the PBS Purpose Statement of “We Build Better Lives”, continuously striving to pursue excellence in his actions and helping others do the same. Mario and PBS are members of the Above Board Chamber of Florida.

• Alanna M. Morey, CFP®, APMA Private Wealth Advisor Group, Managing Director Siena Wealth Advisory Group. Alanna has been in the financial services industry for over ten years. Alanna’s purpose is to help you feel confident, connected, and in control of your financial life. She believes that the right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. Alanna and Siena Wealth Advisory Group are members of the Above Board Chamber of Florida.

• Falon Tabares, CEO/Co-Founder of the Healthy Earth Organization. Falon Tabares is an environmentalist and the Co-founder and CEO of The Healthy Earth Organization, a nonprofit on a mission to empower young individuals to understand the importance of nature and critical environmental issues. The organization focuses on providing resources and mentorship to the next generation to develop new ideas, inventions, and solutions that help generate change. Falon and Healthy Earth Organization are members of the Above Board Chamber of Florida.

Our Featured Non-Profit:
St. Matthew’s House, Angela Brincku, Donnor Relationship Manager – Please bring, can goods, gentle use clothes, and handbags for St. Matthew’s House to this meeting to donate. Angela and St. Matthew’s House are members of the Above Board Chamber of Florida. St. Mathew’s House is a member of the Above Board Chamber of Florida.

For information on becoming an Annual Sponsor, a Meeting Sponsor, an Angel Lunch Sponsor a Member, an Ambassor or for more information please call 239-910-7426 and ask for Jeanne Sweeney, CEO/ Founder of the Above Board Chamber of FL. Together we can sail into 2022 and make it our best year yet!

Thank you to CONRIC pr + marketing for helping with us with our press releases and website to get this important meeting out!