Tag: Workshops
Stephen J. Lidd, CPA: Visionary Financial Architect and Strategic Advisor
Stephen J. Lidd, CPA, is a seasoned financial strategist with over 45 years of expertise in personal finance, corporate strategy, and business development. With credentials that include a CPA license, FINRA Series 66 and Series 7 certifications, and an MBA in Finance from the University of Chicago, Stephen has played pivotal roles in driving success for organizations ranging from startups to Fortune 500 companies. His career highlights include leading competitive assessments and M&A strategies at Verizon, managing venture capital investments at Sprint Nextel, and creating tailored financial plans for high-net-worth clients at LPL Financial An international thought leader, Stephen has delivered workshops and presentations while working across markets in Europe, Puerto Rico, and the U.S. Virgin Islands. Guided by his mission of “helping families in personal finance,” Stephen’s forward-thinking approach and commitment to excellence make him an invaluable asset to any organization.
Tania Sayegh Bartolini, J.D., M.A.: Accomplished Attorney, Strategic Business Consultant, and Dynamic Leadership Expert
Tania Sayegh Bartolini, J.D., M.A., stands out as a prominent attorney and business consultant with a proven track record of delivering strategic, legal, and business solutions across the private and non-profit sectors. Her 20+ years of experience have been marked by a dedication to integrity, excellence, and innovative problem-solving. As the founder of Business and Beyond, LLC, Tania's strategic acumen has empowered small businesses to double their revenue and profits, showcasing her ability to transform challenges into opportunities. Known for her exceptional communication skills, Tania excels at building strong partnerships, negotiating resolutions, and leading workshops that leave a lasting impact. Her comprehensive expertise in legal research, litigation, and regulatory compliance, paired with her ability to devise strategic solutions, makes her a sought-after leader in the field.