Citrin Cooperman
Client Portal Login
Connect With Us:  
text size text decrease text increase

Jan 05, 2017

Your 2017 Passport to Business Success

Featuring Alan Badey, Mark Fagan

The history of Westchester and Fairfield Counties can be traced back to well before the birth of the United States.  For over 240 years, entrepreneurs have built flourishing businesses, helping to sustain a strong economy, creating jobs, and supporting the long tradition of business growth and prosperity in the area.  Over the last 38 years, Citrin Cooperman has had the distinct pleasure of helping local families and companies meet their business and personal goals.  Both communities have grown substantially, without losing their entrepreneurial spirit and close-knit feel.  Citrin Cooperman has had the fortune to grow similarly.  Throughout our growth, one of the firm’s main focuses has been to continue being part of and supporting the local communities from which we’ve stemmed.  Last year’s inception of Citrin Cooperman’s Passport to Business Success greatly enabled us to stay focused on our mission to stay true to our roots. 
This monthly Citrin Cooperman Corner column, focused on leadership, profitability enhancement, starting a business, best practices, and more, is only a part of our local programs for the Westchester and Fairfield Counties.  Articles, webinars, panel discussions, seminars, networking events, awards programs, and more, are brought to you through Citrin Cooperman’s Passport to Business Success, which is geared towards local business owners and produced by fellow members of your community. 
Throughout 2017, our mission is to continue to help you improve your processes, grow your business, and meet your goals.  We’ll be sharing stories from our clients so you can learn through others’ experiences, directly from your neighboring business owners.  The first client we’ll be featuring is MeritDirect, a leading provider of global multi-channel marketing solutions, based in Rye Brook, NY.  MeritDirect’s aggressive growth over the past few years is a direct result of savvy cost saving strategies and successful onboarding and transition strategy for newly acquired firms and clients.
In addition to client stories and articles on the business issues we get asked about most, we will also be continuing our marquee events program, which include CEO Evolution, Women at the Wheel, and the Above the Bar Awards.
CEO Evolution
The CEO Evolution is an annual seminar series aimed at identifying and recognizing those CEOs and leaders who have risen to the top and evolved as industry leaders.  This event brings together some of the most notable and dynamic CEOs to share their experiences, strategies, and best practices to help others gain insight into becoming better leaders.  This past year, in conjunction with the University of Connecticut School of Business and Fairfield County Business Journal, Citrin Cooperman brought together three leading and iconic business executives.  Moderated by Mark Fagan, managing partner of Citrin Cooperman’s Connecticut office, the event featured panelists discussing their careers and hard-earned business expertise.
Women at the Wheel
The 2016 Driving Your Business: Women at the Wheel event featured three extraordinary millennial women CEOs and executives sharing their management secrets of success at the Westchester Country Club.  A warm welcome from Citrin Cooperman Partner Mary Paladino, CPA, kicked off the panel discussion in what promised to be a revealing and informative leadership seminar. Moderated by Chelsea Rosen, manager at Citrin Cooperman, the event featured women leaders sharing their stories about breaking the glass ceiling and succeeding in their respective industries.
Above the Bar
Co-hosted by Westchester County Business Journal, The Elisabeth Haub School of Law at Pace University, and Citrin Cooperman, the Above the Bar awards honor the best of the best in the Westchester legal community.  This past year marked our 10th annual Above the Bar event which honored five leading attorneys and one promising law student. Valuation and Forensic Services Practice Leader, Gary Karlitz served as master of ceremonies for the event.
Your Local Passport
We look forward to 2017 and we hope you join us on the journey.  Grab your Passport to Business Success and let’s go!  To be added to our communications lists to receive invitations to our thought leadership seminars and read our client stories, please contact Laura Di Diego at
About the Authors
Alan G. Badey, CPA, CGMA, is the managing partner of Citrin Cooperman’s White Plains office and has over 25 years of experience providing a wide range of tax, business consulting, and profitability consulting services. As a specialist in strategic planning and business consulting, Alan works closely with business owners to develop their companies and translate complex issues into actionable plans. His services extend to a wide array of strategic issues regarding profitability, consulting, mergers and acquisitions, and tax planning.  Alan can be reached at 914.949.2990 or at
Mark L. Fagan, CPA, is the managing partner of Citrin Cooperman’s Connecticut office. With over 25 years of audit and business advisory experience, he has developed expertise in mergers and acquisitions, and profitability consulting. Mark counsels businesses and CEOs in a wide range of industries, including technology, financial services, private equity, manufacturing and construction. He can be reached at 203.847.4068 or at
Citrin Cooperman is a full-service accounting and consulting firm with 10 locations throughout the Mid-Atlantic region. Visit us at