Nisivoccia LLP (Mt. Arlington) News and Marketing Update

Published on November 18, 2022

Bob Charlton receives an award from the Sussex County Economic Development Partnership.

Nisivoccia News and Marketing Update

Valerie Dolan, Kathi Mantell, and Heidi Wohlleb presented at the Morris County ASBO meeting on Wednesday, October 19th. 

On Thursday, October 20th, Steve Galli hosted Nisivoccia Wealth Advisors Q4 2022 Financial Outlook and Portfolio Strategy Client Update. Steve was joined by special guest speaker Mat Etcheverry from Goldman Sachs Investment Management. During the webcast they discussed current market dynamics, portfolio strategy, and entertained Q+A from the webcast audience.

John Mooney presented to the Sussex/Warren Tax Collectors Treasurers Association on ACH Payments and Procurement Cards on Friday, October 21st. 

Glenn Schwier presented a tax update to the employees of Laddey, Clark and Ryan LLP on Wednesday, October 26th.

Bud Jones and John Mooney hosted a CMFO Roundtable for our municipal clients on Friday, October 28th, where presenters discussed Sick Time Payout and Tax & Utility Collection.

Laura Lampron attended and participated in the Morris County Economic Development Corporation, Morris County Chamber of Commerce and County College of Morris's Industry Roundtable which is held in conjunction with the Morris County Economic Development Alliance on Friday, October 28th, at the County of College of Morris.

Nisivoccia employees volunteered at Habitat for Humanity on Saturday, October 29th. We are thankful to one of our Managers, Eric Fernandes, for organizing this volunteering event for our employees every year, as well as to David Benson, Diane DeOliveira, Mark Jensen, and Sahib Dhillon for volunteering on Saturday. 

Nisivoccia partnered with local NJ businesses to host the annual Innovation Forum 2022 on Tuesday, November 1. We were pleased to welcome Michele Siekerka, Esq. President & CEO of the NJ Business & Industry Association (NJBIA), along with other expert business leaders who have driven innovation in New Jersey. Doug Collins, CPA and Partner at Nisivoccia helped to moderate the discussion and engage the panelists to share the innovations they’ve each incorporated in their businesses.

Nisivoccia Wealth Advisors provided an educational meeting regarding 401k plans to employees on Thursday, November 3rd.

Nisivoccia was honored to receive an award from the Sussex County Economic Development Partnership, where we were nominated and recognized for the Training and Workforce Development award at the awards luncheon on Friday, November 4th. Bob Charlton, CPA and Partner at Nisivoccia attended the event and accepted the award on our behalf.