Return to the Elder Group
Archives

Teleconference Call Details: April 20, 2020, at 1:00 PM EST
Dial-In Number: 267-930-4000  Pin Code: 807-071

Our Teleconference is about “Navigating The New Financial, Psychological, and Data Landscapes Created by Covid-19”
We will be discussing
:

  • Focusing on how a trusted advisor can most effectively navigate clients through a financial crisis.
  • How best to protect clients wealth and ability to sustain their financial lives through challenging landscape
  • A review of some common reactions to the crisis
  • Tips on how to build resilience and address distorted thinking
  • How you can reframe and refocus 
  • and more…

Call for Questions:
If you would like to submit a question to the panel, please do so by Monday, 4/20 at 10:00 AM EST. Send questions to Kathy as soon as possible so that we may distribute it to the panelists.

Our speakers will consist of the following:

John Levy
John Levy is the President of CCA, leading the firm in ensuring that clients receive optimal value from our partnership. John works with clients and HR leaders to identify and analyze workforce challenges at both the individual and organizational levels. John uses CCA’s expertise and our strategic alliances with outside experts to marshals the appropriate resources to resolve these issues. Based on our understanding of client needs and today’s HR environment, John also leads the CCA team in developing innovative new products to target the challenges facing our clients.

John works with a wide range of clients from media to public sector. His clients include WPP, Time Warner, the City of New York, and the Unified Court System of New York State. This broad scope of experience gives him insight into a multitude of workforce challenges.

John is an attorney with expertise in employment law and risk mitigation. He works with CCA’s risk mitigation team to assess and reduce clients’ risk with respect to employee claims of discrimination or harassment, and violence in the workplace.
Prior to joining CCA in 2006, John worked as an attorney for Sullivan & Cromwell LLP on a variety of employment law cases. He also worked in the Civil Rights Clinic at New York University’s School of Law on hostile work environment and employment discrimination cases.

John received his J.D. from New York University School of Law and his B.A. from Wesleyan University.

Len Moscatelli
Len Moscatelli is a Private Banking Team Leader, who also serves as a trusted advisor for HNW and ultra HNW clients. Len manages the Midtown and Downtown Banking Teams, while delivering products and solutions to wealthy individuals and families. Len has 32 years of banking and leadership experience, including domestic and international assignments. Before joining CNB, Len was an International Officer domiciled in Hong Kong managing the international business of the NY Region for HSBC, with 135 district Managers reporting to him. After returning to the US, Len was a managing director at FRB, where he played a key role in establishing their brand in NYC and building a portfolio of ultra-high-networth clients. Len earned a bachelor’s degree in Economics from NYU, and attended the Lubin School of Business for his MBA in Finance. Len is also a securities and insurance licensed CFP, as well as a certified self-defense instructor. For more information about City National Securities, Inc. and this financial adviser, please see FINRA BrokerCheck at: http:// brokercheck.finra.org/.

Jay Sandys
Jay Sandys has 25 years of counseling, consulting, and coaching experience advising senior leaders on matters related to interpersonal and organizational challenges. Jay consults with organizational leaders and human resources professionals, and has provided executive coaching services to executives in diverse organizations including hospitals, social service agencies, utilities, manufacturing companies, media companies, financial services organizations, cultural institutions, and legal firms. Notably, Jay counsels all levels of employees and has mediated complex interdepartmental conflicts. Jay also designs enterprise-wide training and development programs to educate management on various matters related to human dynamics, mental health and substance abuse, organization development and organizational wellness.

Jay draws on his extensive management, coaching, and clinical expertise to engage with clients and enable sustained personal and professional development. Using a straightforward, engaging and supportive style, Jay helps coaching clients to identify strengths and areas that may need further development. He assists with designing comprehensive action plans, and motivating clients towards goal attainment. Jay is also an expert at identifying and navigating common organizational pitfalls.

Jay has extensive clinical, consulting, and management experience, serving as Clinical Director, Vice President of Operations, and Vice President of Organizational Development for CCA, a mid-sized human capital consulting firm. Jay also maintains a part-time psychotherapy private practice. Jay is author of The Evolution of Employee Assistance Programs in the United States: A 20-Year Retrospective from 26 EAP Vendors in EASNA Research Notes, and co-author on The U.S. Domestic Use of Employee Assistance Support Services: An Analysis of Ten Years of Calls in the Journal of Workplace Behavioral Health, and has presented his work at the Association for Psychological Science.
Jay received his Ph.D. in Clinical Social Work from New York University, his MSW from Tulane University, and a certificate in Executive Coaching from ICoach at Zicklin Business School of Baruch College. Jay is licensed as an LCSW in New York and New Jersey.

Howard Gerver
Howard Gerver is a consultant at CCA. He describes himself as a human “capital analytics data geek,” who has helped hundreds of employers “financially fix HR things with data” since 1983. Through his proprietary forensic approach, Howard’s work has saved employers and health plans hundreds of millions of dollars.

Howard specializes in benefit plans with an emphasis in performance reviews and analytics. To help identify hidden savings Mr. Gerver blends census, enrollment, COBRA, disability, time & attendance, medical claims, prescription drug claims, wellness, tools, and workers’ compensation data.

Plans of all sizes, geographies, and industries routinely benefit from his work. Some of his clients include: BMW, Commonwealth of Pennsylvania, EmblemHealth, MetLife, NYU Hospital, ShopRite, Staples, State of Iowa, Viacom, and Zurich NA.

Prior to starting his data-driven journey, Mr. Gerver worked for 18 years within the Benefits, HR, and Payroll space for PriceWaterhouseCoopers, Computer Sciences Corporation and Mercer.

Share

Leave a Reply

Your email address will not be published. Required fields are marked *

*