The top business owners and leaders from South Louisiana will once again assemble for the annual CYA360 Business Symposium. This year's event, to be held at the Crown Plaza Baton Rouge, will offer something for everyone looking to build and protect their business.
Break free from stagnation and the old hard way of doing things via brute force. Unleash your organization's true potential through taking a fresh look at what's been holding you back. In this transformative session, you'll discover the secret formula for creating an infinity loop of growth to compete and win in the new world of work. Master the art of building the essential strategies and operational vision fueled by authenticity, imagination and collaboration to shatter the barriers holding your organization back and ignite a revolution of growth to redefine what’s possible.
Read more about Frankie Russo here.
Coach Steve Mellor is a natural-born competitor who embodies the philosophy that growth and optimal performance can be achieved in all areas of life. His dedication to realizing the potential in himself and others has earned him a reputation as a highly effective coach.
With a Bachelor of Arts in Communications and a Master of Science in Management from NC State, Steve Mellor brings a wealth of educational experience to his coaching and speaking. He approaches his work with passion, intention, and authenticity, and he remains committed to facilitating the personal growth of everyone he works with.
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Tommy, Managing Partner of Faulk & Winkler, has been in the industry for over 30 years and has served as an audit partner at the firm since 2000. Tommy continues to work closely with clients to provide proactive solutions. He is responsible for providing comprehensive audit, accounting and consulting services for the firm’s governmental and not-for-profit clients and professional service firms. In addition, he assists closely held business entities with their audit and tax consulting needs..
Read Tommy's full bio here.
Melissa joined Faulk & Winkler in 2009 and was promoted to Partner in 2016. She currently oversees more than 250 plans with total assets equaling more than $850 million. Melissa’s core area of focus is to provide consultative services and lead a team of qualified individuals to deliver the highest level of service to her clients.As Partner, Melissa’s primary role is to consult with clients and advisors relative to the design and implementation of 401(k) plans within our retirement plan division, Sentinel Pension. Understanding client objectives and developing the right solutions is her principal goal.
View Melissa's full bio here.
Faulk & Winkler welcomed Jeremy to the firm in 2005. As a partner in Tax Services, he is responsible for providing tax return review, tax research, tax planning, and consulting services for the firm. Jeremy works with a wide range of clients and focuses his efforts on serving high net-worth individuals, nonprofit organizations and closely held small businesses. In his client relationships, Jeremy provides invaluable insight on tax, accounting and consulting issues.
Read Jeremy's full bio here.
Scott Lazarone began his career at Faulk & Winkler in 2012. He spent 7 years providing assurance, accounting, and business consulting services for closely held businesses, non-profits, and governmental clients within our audit department. In 2019, he was promoted to Partner where he oversees the firm’s Client Accounting Services (CAS) Department and is responsible for managing and leading all outsourced accounting initiatives. His focus in CAS includes accounting software and process implementation, accounting oversight and assistance, budgeting, tailored financial reporting, and other various consulting services. Ultimately, his goal is to develop systems and financial reports that give his clients higher quality information in a more timely, efficient manner.
View Scott's full bio here.
Adrian Nadeau is an effective litigator who draws on his two decades of courtroom and boardroom experience to help clients identify, prevent and resolve disputes, minimize legal and financial exposure, and negotiate strong customer, supplier, and vendor contracts and transactional agreements. Adrian represents individual and corporate clients from across the country and with operations and interests in a broad range of industries. He has a specific focus on architecture, design, engineering and related professional-services firms in the construction sector, often serving as de facto general counsel for small and medium-sized enterprises (SMEs) as well as local counsel for national and multinational corporations.
Read Adrian's full bio here.
Mark L. Barbre is a go-to litigator with extensive, wide-ranging experience representing privately held and publicly traded businesses, including startups, mid-size companies and multinational enterprises, as well as individual entrepreneurs, business owners, senior executives, boards and other stakeholders. He represents government agencies in billion-dollar procurement and contracts-related litigation and administrative law matters and has also represented clients in personal injury and wrongful death claims.
Mark has represented clients in numerous industries, including health care and medical devices, technology, financial services, insurance and professional services.
View Mark's full bio here.
Pete is the CEO, partner, and co-founder of Horizon with a career in the financial services industry since 1991. Pete helps successful individuals with personal financial management through The Confident Wealth Experience®. He also serves on several advisory and leadership committees within Cetera Financial Group.
Read Pete's full bio here.
Ben joined Settoon Capital in 2022 and has primarily focused on active and passively held operating companies, including executive management, financial support, and transaction diligence. He is responsible for the origination, underwriting, and ongoing oversight of its investment portfolio and overseeing the accounting and administration of the Settoon Family Office. Prior to joining Settoon, Ben spent 15+ years with a large regional CPA firm headquartered in Baton Rouge, LA (Postlethwaite & Netterville) where he served as a Director in their Consulting Division providing business valuation and transaction advisory services. He is passionate about helping companies navigate growth, succession, and realize value through full or partial liquidity events.
Ben is a graduate of Louisiana State University with a degree in Finance and is a licensed CPA. He has served on various industry and professional organizations, including the Society of Louisiana CPAs, Association of Builders and Contractors, Construction Financial Management Association, and Association of Corporate Growth.
Drew Patty balances his legal advice with commercial solutions to help clients in the medical, energy, insurance, financial and manufacturing sectors move their businesses forward. His background in biochemistry enables him to understand scientific nomenclature, research endeavors, chemists’ work processes, and the relationships between experiments, results, patent applications, product manufacturing, distribution and service.
Clients developing new brands, inventions or products turn to Drew to steer them through the process of monetizing innovation while also avoiding infringement. He guides clients in freedom-to-practice and validity opinions on patents and trademarks, strategic IP portfolio enforcement counseling, and international portfolio management.
Read Drew's full bio here.
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