Join the local group Napa/Sonoma Women for WineSense for the chapter’s Finance/Accounting Roundtable II discussion on “Internal Controls” at noon Thursday, July 11.
Constance Coughlan, a certified public accountant, will facilitate the meeting at Coughlan Napa CPA Co., 1250 Main St., Suite 290, in Napa. Lunch at a nearby restaurant after the meeting is optional for attendees.
The discussion is open to any finance/accounting professional who wishes to attend. Bring your friends and colleagues. Exchange business cards with other colleagues in the wine and hospitality industries and in other local businesses.
For information and to reserve your space, contact Constance Coughlan at Constance@CoughlanNapaCPACo.com or call 255-0677.
to Waddell & Reed’s
Circle of Champions
Robin Hanover attended Waddell & Reed’s annual Circle of Champions conference in Orlando, Fla., which recognized the company’s top financial advisers.
The conference is conducted each summer by the asset management and financial planning firm, with selection based on an analysis of investments, insurance and financial planning sales generated by the adviser. More than 500 advisers qualified for this year’s event, out of Waddell & Reed’s national network of more than 1,800 financial advisers. This is the first time that Hanover earned the honor.
Hanover joined Waddell & Reed in August 2011 and counsels clients throughout Napa on their long-term investment goals. Hanover attended Ohio State University, is active at the Father’s House in Napa and is a volunteer at the Napa Animal Shelter. For information, call Hanover at 255-3733.
Local attorneys launch mediation business
Attorneys Kelly Berryman and Dennis Montalbano, owners and partners at Berryman & Montalbano, have started a new business, Innovative Mediation LLC, located at 1050 Adams St. in St. Helena.
Independent of the law practice, Innovative Mediation will offer online and in-person mediation services to parties who find themselves in a business, real estate or trust and estate dispute.
In addition to offering in-person mediation at their St. Helena suite, parties may also choose to participate in the mediation process online. Mediation dates, documents and meetings will all take place online, so anyone with Internet access can participate, regardless of their location.
For information about Innovative Mediation, call Kelly Berryman at 942-6755 or visit Innovative-Mediation.com.