harris beach business development collateral · 195 church street, 18th floor new haven, ct 06509...

Harris Beach Business Development CollateralINTERNAL USE ONLY

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DEVELOPING YOUR BUSINESSWhen working with your clients, or networking in the community, you may become aware of business opportunities that are outside of your area of practice. The following pages show you the many materials we have available to help you promote Harris Beach. The Business Development department will assist you in preparing any materials you may need. In instances where you have an immediate need, some of these materials are available at your office or through ED. Please remember to contact the Business Development department prior to approaching a prospective client.

In most instances, the Business Development department creates customized promotional packages targeted specifically for the prospect. (Our request form is included at the end of this document.)

Please call one of us if you have any questions. For copies of the materials, please contact Francesca Capotorto at ext. 8914 or [email protected].

Hilary Guthrie, Chief Business Development Officer, x 8901 - HB Solutions LLC: Information Technology and Marketing and Communications

Cheryl Odorczyk, Senior Manager of Marketing Operations, x 8929 - Harris Beach: EMS and Fire Protection Providers, Food and Beverage, Health Care, Internet Law, Labor and Employment Law (including

Employee Benefits and Immigration Law), Life and Asset Planning, Residential Real Estate - HB Solutions LLC: Health and Human Services, Human Resources

Bill Albert, Senior Manager of Media and Community Relations, x 8908 - Appellate Litigation and Advocacy, Diversity Compliance, Food and Beverage, New Markets Tax Credits, Public Finance and Economic

Development, State Agencies and Authorities

Vicki Lewis, Senior Manager of Business Development, x 8732 - Automotive and Vehicle Dealerships, Business and Commercial Litigation (Including IP and Construction), Collection Law, Commercial Real

Estate (and Environmental), Corporate, e-infoSM, Financial Institutions and Capital Markets, Financial Restructuring, Bankruptcy and Creditors’ Rights, Government Compliance and Investigations, Industrial and Consumer Manufacturing, Insurance Coverage, Insurance Defense, Mass Torts and Industry-Wide Litigation, Medical and Life Sciences, Nanotechnology, New Markets Tax Credits, Racing and Gaming, Real Estate Developers, Real Property Valuation Litigation, Science and Technology, USA Collegiate Sports

Bill Sauer, Manager of Publications, x 8715 - Harris Beach: Educational Institutions, Energy, Individuals and Families, Municipalities and Local Agencies, Telecommunications and Media,

USA Collegiate Sports - HB Cornerstone Partners LLC: ALL - HB Solutions LLC: Educational Leadership, Energy, Information Technology, Municipal and Local Agency Assistance

Ryan Reynolds, Manager of Proposals, x 8560Pamela Saar, Manager of Business Statistics and Quality, x 8763Chris Koscielski, Marketing Technology Administrator, x 8965Maureen Ballatori, Graphics and Digital Marketing Designer, x 8964Francesca Capotorto, Marketing Administration and Events Coordinator, x 8914u

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TYPES OF MATERIALS• Folders• Firm Brochures - Industry Teams and Practice Areas Reference Guide - Terms of Engagement for Legal Services Booklet • Practice Area Profiles (including specialty service info

sheets)• Industry Team Profiles (including focus on niche

industry info sheets)

• Attorney Profiles• Harris Beach Affiliated Businesses • HB Cornerstone LLC • HB Solutions LLC• Cover Pages (with Attorney Advertising disclosures)• Fact Sheets (Meet Our Clients, Office Locations, etc.)


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000509 922705v1

Industry Teams / Practice Areas / Subsidiaries GROUP LEADERS AND MARKETING MANAGERS

Industry Teams Leader(s) Marketing Manager Automotive and Vehicle Dealerships Foss/Bullard Vicki Lewis Educational Institutions Purcell William Sauer EMS and Fire Protection Providers Bullard/Trevvett Cheryl Odorczyk Energy W. Flynn William Sauer Financial Institutions and Capital Markets Wilkens/Malgieri Vicki Lewis Food and Beverage Andreucci/Galewski Odorczyk/Albert Health Care Gregory Cheryl Odorczyk Individuals and Families NA William Sauer Industrial and Consumer Manufacturing Dalton Vicki Lewis Medical and Life Sciences Fern/Curry Vicki Lewis Municipalities and Local Agencies Malgieri/Bolaños William Sauer Nanotechnology Goos/Schneiderman Vicki Lewis Racing and Gaming Sleight Vicki Lewis Real Estate Developers Russell Vicki Lewis Science and Technology Willett Vicki Lewis State Agencies and Authorities Laremont William Albert Telecommunications and Media W. Flynn William Sauer USA Collegiate Sports Mahoney Lewis/Sauer Practice Areas Leader(s) Marketing Manager Appellate Litigation and Advocacy Buzard William Albert Business and Commercial Litigation Spellane/ Foss Vicki Lewis Collection Law Capriotti Vicki Lewis Commercial Real Estate Russell Vicki Lewis Construction and Surety Law Turri/Maas Vicki Lewis Corporate Clar Vicki Lewis Diversity Compliance Bullard William Albert e-infoSM Winchester Vicki Lewis Environmental Law Picciotti Vicki Lewis Financial Restructuring, Bankruptcy and Creditors’ Rights Woodard/Kinsella Vicki Lewis Government Compliance and Investigations DeSimon/Sleight/T. Flynn Vicki Lewis Insurance Coverage Antonucci Vicki Lewis Insurance Litigation and Product Liability Defense Antonucci Vicki Lewis Intellectual Property Slifkin Vicki Lewis Internet Law Slifkin/Willett Cheryl Odorczyk Labor and Employment Law Moore

Cheryl Odorczyk - Employee Benefits Mehalick - Immigration Law Roberts Life and Asset Planning Peartree Cheryl Odorczyk Mass Torts and Industry-Wide Litigation Antonucci/Fuchs Vicki Lewis New Markets Tax Credit Andreucci/Marshall Albert/Lewis Public Finance and Economic Development Griffin/Schachter William Albert Real Property Valuation Litigation Spellane Vicki Lewis Residential Real Estate Townsend, B Cheryl Odorczyk

Subsidiaries Leader Marketing Manager HB Cornerstone LLC Crowe William Sauer Owner Representation - Planning and Design - Facilities Consulting - Move Management HB Solutions LLC William Sauer / Hilary Guthrie - Educational Leadership Smith, H. William Sauer - Energy W. Flynn William Sauer - Health and Human Services Runke Cheryl Odorczyk - Human Resources Domanti/Bolanos/Trevvett Cheryl Odorczyk - Information Technology Shutts William Sauer / Hilary Guthrie - Marketing and Communications Guthrie Hilary Guthrie - Municipal and Local Agency Assistance William Sauer


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FOLDER(For packages of materials)Harris Beach Pocket Folder

FIRM BROCHURES- Industry Teams and Practice

Areas Reference Guide- Terms of Engagement

for Legal Services Booklet (Must accompany all engagement letters. Available in all offices)

PRACTICE AREA PROFILESSee page 6 for a full list of available practice area profiles.

INDUSTRY TEAM PROFILESSee page 6 for a full list of available industry team profiles.

ALBANY

BUFFALO

ITHACA

LOCKPORT

NEW YORK CITY

NIAGARA FALLS

ROCHESTER

SARATOGA SPRINGS

SYRACUSE

UNIONDALE

WHITE PLAINS

YONKERS

NEW HAVEN, CT

NEWARK, NJ

www.harrisbeach.com

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This may be considered Attorney Advertising under the rules of Professional Conduct.

Office Locations 800-685-1429

ALBANY677 BROADWAY, SUITE 1101ALBANY, NY 12207518-427-9700

BUFFALOLARKIN AT EXCHANGE 726 EXCHANGE STREET, SUITE 1000 BUFFALO, NY 14210716-200-5050

ITHACA119 EAST SENECA STREETITHACA, NY 14585607-273-6444

LOCKPORT 172 EAST AVENUELOCKPORT, NEW YORK 14094716-438-0488

NEW HAVEN, CT 195 CHURCH STREET, 18TH FLOORNEW HAVEN, CT 06509203-784-3159

NEW YORK CITY100 WALL STREET NEW YORK, NY 10005212-687-0100

NEWARK, NJ ONE GATEWAY CENTER, SUITE 2500NEWARK, NJ 07102973-848-1244

NIAGARA FALLS 800 MAIN STREET, 4TH FLOOR, SUITE BNIAGARA FALLS, NY 14302716-285-1535

ROCHESTER 99 GARNSEY ROADPITTSFORD, NY 14534585-419-8800

THE GRANITE BUILDING130 EAST MAIN STREETROCHESTER, NY 14604585-419-8800

SARATOGA SPRINGS358 BROADWAY, SUITE 307SARATOGA SPRINGS, NY12866518-587-0551

SYRACUSE 333 WEST WASHINGTON STREET, SUITE 200SYRACUSE, NY 13202315-423-7100

UNIONDALE THE OMNI333 EARLE OVINGTON BLVD, SUITE 901UNIONDALE, NY 11553516-880-8484

WHITE PLAINS 445 HAMILTON AVENUE, SUITE 1206WHITE PLAINS, NY 10601914-683-1200

YONKERS N-VALLEY TECHNOLOGY CENTER 470 NEPPERHAN AVENUE, SUITE 320YONKERS, NY 10701914-729-0263

Our Automotive and Vehicles Industry Team gained widespread recognition by representing

the National Association of Minority Auto Dealers and its membership during the Chrysler and

GM congressional facilitated negotiations, with the automotive trade associations, such as

the National Association of Automotive Dealers (NADA) and the Automotive Trade Executives

Association (ATEA). We effectively elevated the concerns of New York state auto dealerships

and regional dealership groups looking to protect their economic rights to a national platform

after two of the “Big Three” automakers received federal bailout funding, filed for bankruptcy

protection, and restructured their operations.

Harris Beach represents dozens of new and used automotive and vehicle dealerships and regional and national dealership associations and serve as counsel to construction equipment and recreational vehicle dealerships on a wide range of matters.

Our services include:

Acquisitions and DivestituresOur attorneys have extensive experience handling the wide range of issues associated with dealership acquisitions and divestitures. This includes tax, finance, structure, environmental, ERISA, securities, labor relations, and real estate matters. We work with buyers, sellers, financial sources, parties to joint ventures, and members of strategic alliances in structuring transactions and protecting our clients’ interests. To better serve our clients, we also assist them by finding capital, partners, and advisors.

Attorney General Advertising Guidelines The New York Attorney General’s office has historically taken an aggressive posture with respect to advertising by car dealers. The office has issued a series of guidelines to regulate all manner of advertisement, including references to financing terms. Harris Beach has represented numerous dealers threatened by the attorney general office’s Consumer Frauds Division with proceedings to establish fraudulent advertising schemes.

Automotive and Vehicles

written “Information Security Program.” Such a program outlines the dealership’s policies and procedures relating to the physical, administrative, and technical safeguards in place to assure that customer information does not become public. Actions may include designating a “Program Coordinator” and identifying potential internal and external risks to customer information. Harris Beach attorneys provide training and guidance relative to the full range of privacy concerns facing automotive and vehicle dealerships.

Real Property Tax Assessment DisputesOur attorneys represent dealerships in proceedings to lower real property tax assessments and regularly handle matters involving the loss of actual and/or potential display space. We provide dealership clients with knowledgeable and aggressive representation in tax assessment disputes and condemnation proceedings.

We also recognize that it is usually beneficial to both sides to resolve these disputes without litigation. We have extensive experience in bringing parties together to work out solutions without a court battle as well as considerable experience in the trial of these cases if fair settlements for our clients cannot be obtained.

Site ControlIncreasingly, dealerships face auto manufacturers’ efforts to exert control over or influence the appearance, configuration, or location of dealership property. Harris Beach has represented dealers in negotiation and litigation of such matters, including disputes over dualing of dealerships, modification

of manufacturer programs to exclude dualed dealers, configuration of properties, and conditioning of approvals on steps to separate facilities for different lines of vehicles.

Succession Planning/PartnershipAttorneys with our Automotive and Vehicles Industry Team help plan and execute strategies designed to meet our clients’ business and personal goals as well as providing practical recommendations to help them minimize tax costs and comply with increasingly complex tax regulations. From partnership agreements to business succession planning, our attorneys are familiar with the issues unique to automotive and vehicle dealerships. We help dealership owners develop plans so they can transfer their businesses to their children, while minimizing the impact of estate and gift taxes. We also represent dealers in disputes between partners/shareholders.

Warranty Issues/Lemon LawHarris Beach attorneys regularly counsel new and used automotive and vehicle dealerships on warranty issues, including New York state’s minimum warranty standards for used vehicles and manufacturer warranties on new vehicles.

•AcquisitionsandDivestitures•AttorneyGeneralAdvertisingGuidelines•BusinessandCommercialLitigation•CommercialRealEstateandFinance•Dealer-ManufacturerRelationships•DepartmentoftheTreasuryRequirements•EminentDomain•EnvironmentalMattersandConveyance•FinancingandIncentives•InspectionsandHearingsBeforethe

Department of Motor Vehicles (DMV)•InternalRevenueService(IRS)

Cash Reporting

•LaborandEmployment•LiabilityDefense•MattersBeforetheAttorney

General’s Office•NewYork’sStatutoryFramework

for Dealerships•PrivacyConcerns•RealPropertyTaxAssessmentDisputes•SiteControl•SuccessionPlanning/Partnership•WarrantyIssues/LemonLaw

For more information on how

Harris Beach can help your

organization, please contact:

H. Todd Bullard

[email protected] 585-419-8696 or 800-685-1429

I N D U S T R Y T E A M

ALBANY

BUFFALO

ITHACA

LOCKPORT

NEW YORK CITY

NIAGARA FALLS

ROCHESTER

SARATOGA SPRINGS

SYRACUSE

UNIONDALE

WHITE PLAINS

YONKERS

NEW HAVEN, CT

NEWARK, NJ

Office Locations

www.harrisbeach.com

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This may be considered Attorney Advertising under the rules of Professional Conduct.

800-685-1429
















Harris Beach PLLC represents more than 25 Industrial Development Agencies (IDAs) across the state

in a broad range of projects. These initiatives incorporate all forms of federal and state economic

development incentives. Many of the projects include implementing local waterfront redevelopment

efforts, executing area master plans with condemnation, and more. These projects often require

coordination with city councils, county and town boards, Urban Renewal Agencies, IDAs, Local

Development Corporations (LDCs), community groups, and the Empire State Development

Corporation (ESDC). Following is a sampling of some of our economic development projects.

Albany Convention Center Authority Enlists Harris Beach for Extensive SupportAs general counsel to the Albany Convention Center Authority, Harris Beach advises on a wide range of matters, including corporate and organizational issues, negotiation of contracts, leases, etc. on behalf of the Authority, real estate eminent domain construction law, litigation, environmental law including some State Environmental Quality Review Act (SEQRA) compliance, and Public Authority Accountability Act compliance.

Buffalo Realizes Improved Outcomes with Innovative Financing Harris Beach introduced the idea of combining an IDA PILOT Agreement with Empire Zone benefits to encourage developers to make PILOT payments that can be utilized (with taxing jurisdiction consent) and borrowed against to fund site-specific infrastructure. The first PILOT Increment Financing (PIF) was used by the Erie County IDA (ECIDA) to bridge financing gaps related to the Tops store located in the city of Buffalo. Harris Beach later represented the developer of the Certainteed project at Union Ship Canal (now known as Buffalo Lakeside Commerce Park). The initiative balanced Brownfield Clean-up issues with IDA and Empire Zone benefits to create a unique Brownfield fund. (See following for details of the Buffalo Lakeside Commerce Park project.)

Environmental Counsel Key to Helping ESDC Develop Buffalo’s Inner HarborWe served as counsel to Empire State Development Corporation for the Buffalo Inner Harbor development, including the areas of construction, environmental and related litigation. During Phase I, our primary function in that role was to assist and advise the ESDC, as lead and coordinating agency for the project, in conducting the necessary environmental review process in compliance with NEPA and SEQRA. Phase I included advising ESDC with respect to all environmental issues raised through the review process as well as assisting in the preparation of the Environmental Impact Statement. This project also involved extensive and complex NEPA and SEQRA litigation. The Canal Side Project will face similar legal issues and similar legal challenges.

Improving New York State Through Economic Development

We also handled the formation of a redevelopment entity and the identification and financing of a development team. What started with the closing of the largest area employer and loss of 125 jobs after a 150-year history, ended with a redeveloped multi-tenant facility which created 150 jobs.

New Opportunities at the Seneca Army Depot Encourage Future DevelopmentHarris Beach represents the Seneca County IDA, which has acted as the recipient of lands and improvements from the U.S. Army for this 10,600-acre facility. The representation involves balancing economic opportunities with community concerns during the negotiation of land transfers, negotiating with the Army for concessions to upgrade or demolish existing structures prior to the property transfer, reviewing of any environmental concerns and related indemnities, negotiating and transferring utility agreements, and creating economic development assistance packages to encourage new users to locate to the depot.

The City of Syracuse Benefits from AXA Financial AcquisitionHarris Beach was counsel to AXA Financial, Inc. regarding the relocation of hundreds of jobs to the city center as part of the acquisition of MONY Life Insurance Company.

City of Yonkers Experiences a Renaissance Through Economic Redevelopment For the last ten years, Harris Beach has been involved with the Renaissance of the city of Yonkers through economic development,

providing counsel for the IDA, urban renewal, Empire Zone, Empowerment Zone, and Brownfield Cleanup Program projects. The work includes coordinating projects with the master plan, urban renewal plans, the local waterfront redevelopment plan, compliance with the State Environmental Quality Review Act, and project-specific needs. Projects include Phase I and II of the Collins waterfront housing projects for $170 million; FC Ratner development of Ridge Hill into a $800 million village-theme retail and housing development; and the Struever Fidelco Cappelli downtown development involving over $3 billion in new retail and commercial projects. These developments involve IDA benefits, Empowerment Zone benefits, Empire Zone, SEQRA, and land-use issues; Department of Transportation (DOT) coordination; and New Market Tax Credits; as well as pursuit and monitoring of project-specific state and federal funding. We are currently working on what could be the largest use of Tax Increment Financing (TIF) in New York state history.

For more information on our public finance and economic development services, contact:

Shawn M. Griffin

585-419-8614

[email protected]

Charles I. Schachter

585-419-8633

[email protected]

or visit www.harrisbeach.com

ALBANY

BUFFALO

ITHACA

LOCKPORT

NEW YORK CITY

NIAGARA FALLS

ROCHESTER

SARATOGA SPRINGS

SYRACUSE

UNIONDALE

WHITE PLAINS

YONKERS

NEW HAVEN, CT

NEWARK, NJ

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www.harrisbeach.comThis may be considered Attorney Advertising

under the rules of Professional Conduct.

Office Locations 800-685-1429
















I N D U S T R Y T E A M

Energy

Led by a former head of the New York State Public Service Commission and New York State

Energy Research and Development Authority, our robust Energy Industry Team of regulatory

and environmental attorneys has made Harris Beach the go-to law firm for energy issues across

New York state and beyond. Our multi-disciplinary team provides strategic advice related to

federal and state regulatory matters, public affairs, state and corporate compliance counseling,

traditional natural gas and electric energy service providers, renewable energy businesses, public

service corporations, and businesses.

Our Energy Industry Team combines the knowledge and experience of a broad range of attorney practices including environmental, corporate, commercial real estate, public and private finance, tax, and financial restructuring. Drawing upon a tremendous depth and breadth of industry experience, we take pride in helping public and private entities save money, manage risk, and capitalize on an ever-changing energy landscape.

Energy industry restructuring has given rise to significant challenges and opportunities. Ensuring compliance with evolving state and federal energy regulations, maximizing renewable and alternative energy technologies, and securing project funding are a few of the challenges organizations are facing related to the usage and development of energy. Harris Beach can help your organization navigate the legal issues surrounding restructuring, and take full advantage of leading governmental energy, environmental, and economic development programs. We take an interdisciplinary, no-time-wasted, team approach to crafting comprehensive legal solutions as unique as the energy industry developers, producers, and investors we represent.

In addition to traditional legal services, Harris Beach offers a broad range of complementary consulting services through its affiliate HB Solutions LLC. Our consultants apply their insights and experience to help clients secure a competitive advantage by overcoming operational challenges and business development obstacles, such as community resistance and regulatory issues.


•CommercialRealEstateand Project Management

•CommunicationsandCrisis Management Services

•CorporateandTaxPlanning

• EmployeeBenefits,Labor, and Employment

• EnvironmentalMatters

• ProjectDevelopment• PublicFinanceandEconomic

Development

•Regulatory Compliance and Oversight

•UtilityRestructuring,CompetitiveEnergyMarkets, and Trading

For more information on how

Harris Beach can help your

organization, please contact:

William M. Flynn

[email protected] 518-701-2711 or 800-685-1429

goals can be achieved through various means, including joint ventures, new business entities, asset sales, spin-offs, divestitures, and holding companies. Our attorneys implement these initiatives, preparing all documentation, assisting your organization with compliance, and arranging for franchise, permit, and licensing requirements.

In the evolving world of complex energy transactions, we prepare contracts, implement agreements, and manage restructurings. In addition, we can coordinate marketing arrangements and merchant power arrangements.


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ATTORNEY AND PROFESSIONAL PROFILES

OTHER TOOLS AND MATERIALS

• Economic Development Handbook• Diversity at Harris Beach• Mailing List Subscription Sheet• Team Sheets

Business Development can customize materials to meet your needs for pitches, seminar programs, special events, etc.

Bridgette Y. Ahn Education JD, 2002, George Washington Law School MS, 2006, Computer Science, The City College

Grove School of Engineering BA, 1997, University of California

at Berkeley

Admissions to Practice New York State Bar The Federal Circuit Court of Appeals

Legal Practice Ms. Ahn is an associate of the firm and focuses her practice in the e-infosm Electronic Information Counseling and Management Team, which provides comprehensive document management services in litigation, transactional, and regulatory compliance contexts. She also practices within the Medical and Life Sciences Industry Team and Intellectual Property Law Practice Group. Ms. Ahn’s experience includes working as an associate in the New York City office of a globally based general practice firm. She has represented clients in litigations through trial and in appellate court proceedings in various federal district courts, the United States International Trade Commission, and the United States Court of Appeals for the Federal Circuit. As electronic discovery counsel, Ms. Ahn combines her legal experience and computer science training in programming and database operations and management. She assists clients with all phases of information management as it relates to the development of document management strategies and policies, document preservation and litigation holds, discovery conferences, discovery of Electronically Stored Information (“ESI”), collection, processing, privilege and responsiveness reviews, and production of documents, search criteria, and sampling of electronic documents for pre-litigation assessments. Her litigation and intellectual property matters have involved pharmaceutical drug products, three-dimensional imaging devices in the medical, orthodontic, and electrical arts, semiconductor devices, software applications, global positioning systems technologies, database management systems, e-commerce and Internet based applications, computer networking systems, computer memory systems, financial and business method patents, encryption software, and telecommunications devices. In medical and pharmaceutical matters, Ms. Ahn leverages her pre-med training obtained at the University of California at Berkeley. Previously, Ms. Ahn was a judicial intern to Judge Harold Baer, Jr. of the Southern District of New York and Chief Judge Edward J. Damich of the United States Court of Federal Claims, and a law clerk to Judge Mark M. Russello of the Bergen County Justice Center. She has also mediated a number of civil cases to settlement for the State of New Jersey. Professional and Community Activities Ms. Ahn is a member of the New York Intellectual Property Law Association (Amicus Briefs Committee) and the American Intellectual Property Law Association. She is the co-author of the article, “Legislation Proposes Pilot Program toward Development of Specialized District Court Judges,” published in the New York Law Journal, December 4, 2006. Some of Ms. Ahn’s prior pro bono engagements included assisting the ACLU in federal court litigation and working as a Special Assistant District Attorney for the New York County District Attorney’s Office and the King’s County District Attorney’s Office.

Tracie L. Lopardi Education JD, 1998, magna cum laude, Syracuse

University College of Law Order of the Coif, Justinian Honorary Law Society

BA, 1995, State University of New York College at Geneseo

Admissions to Practice New York State Bar United States District Court Western District of New York

Legal Practice Ms. Lopardi is a member of the firm. She practices in the Labor and Employment Law Practice Group and serves on the Educational Institutions Team. Prior to joining Harris Beach, Ms. Lopardi served as General Counsel to Niagara University. She managed and represented the University concerning all legal matters involving governance, academic affairs, business services and contract management, facilities, employment, student life, and institutional advancement. Prior to Niagara University, Ms. Lopardi was an attorney with another Buffalo law firm where she represented clients concerning numerous aspects of Education Law and Labor and Employment Law. At Harris Beach, Ms. Lopardi's practice continues to focus on counseling and representing school districts and businesses regarding various areas of education, labor and employment law matters. She assists clients in grievance matters, teacher discipline hearings (3020-a), Section 75 Civil Service hearings, drafting settlement agreements, conducting arbitrations, and collective bargaining agreements. Ms. Lopardi prepares and submits legal memoranda to federal and state courts and administrative agencies in matters involving employment and discrimination claims, appeals to the Commissioner of Education, and Article 78 petitions. She drafts and revises policies, procedures, handbooks and manuals in accordance with the objectives and mission of the client. Ms. Lopardi frequently investigates employee and student misconduct issues, conducts student discipline hearings and regularly provides presentations and training sessions on non-harassment, discrimination and retaliation, student and employee rights and discipline, evaluations, and conducting proper investigations. Professional and Community Activities Ms. Lopardi is a member of the American, New York State (Labor and Employment Law Section), and Erie County Bar Associations (Labor and Employment Law Section). She is also a member of the National Association of College and University Attorneys, National School Boards Association (Council of School Attorneys), New York State School Boards Association, and New York State Association of School Attorneys. She serves on the planning committee of Erie County School Board Association’s annual Western New York Education Law Conference. Ms. Lopardi previously served on the Advisory Council for Emerging Leaders Society of the United Way of Buffalo and Erie County, as the Vice President of the SUNY Geneseo Alumni Association and as co-legislative liaison for the Society of Human Resource Managers/Buffalo Niagara Human Resource Association and as a board member of Meals on Wheels of Buffalo and Erie County. Ms. Lopardi continues to serve as a member of the Buffalo Regional Committee for the Geneseo Alumni Association, as a part of the SUNY Geneseo Alumni Career Partners Program, and the Syracuse University College of Law Admissions Initiative Program.

- Continued on next page -

Paul J. Yesawich III Education JD, 1975, Fordham University School of Law AB, 1971, Hamilton College

Admissions to Practice New York State Bar Florida State Bar United States District Court Western District of New York Northern District of New York Southern District of New York United States Court of Appeals Second Circuit Federal Circuit United States Supreme Court

Legal Practice Mr. Yesawich is a member of the firm and practices in the Business and Commercial Litigation and Intellectual Property Practice Groups, and serves on the e-infosm Electronic Information Counseling and Management Team and Telecommunications and Media Industry Team. Mr. Yesawich has practiced with the firm since 1975. Selected as one of the Best Lawyers in America, the 2011 Best Lawyer of the Year in Bet-the-Company Litigation, and by Super Lawyers as one of the top 10 Lawyers in Upstate New York, he is a Fellow of the American College of Trial Lawyers and a member of the American Board of Trial Advocates. He focuses his legal practice on commercial disputes and intellectual property matters. Representative cases include:

• Izzo Golf, Inc. v. King Par Golf, Inc. (WDNY 2010): Plaintiff's counsel in a patent infringement action resulting in a jury verdict and finding of willful infringement ultimately totaling approximately $12,000,000.00.

• Eastman Kodak v. Apple, Inc. (US District Court, WDNY 2010): Co-counsel for Kodak in claims for infringement by Apple products of Kodak digital still camera and software architecture patents.

• Ironforge, Inc, et al. v. Paychex, Inc (US District Court, WDNY 2009): Counsel for Paychex in class action claims for alleged breach of contract and fiduciary duty.

• Trafalgar Power, Inc v. US Bank (US District Court, NDNY, 2009): Plaintiff's counsel in $30 million dollar claim for defendant's breach of duties under corporate trust indenture.

• In the Matter of JPMorgan Chase (Westchester Co. Surrogate's Court 2009): Two and a half week trial representing JPMorgan in contested trust accounting matter regarding claim of negligent retention of securities.

• M&G Polymers, USA v. Carestream Health Care, Inc. (Delaware Superior Court 2009): Counsel for Carestream Health in three and one-half week trial regarding the claimed breach of a requirements contract.

TRANSACTIONS INVOLVING :

• Industrial Development Agencies

• Local Development Corporations

• Certain State and Federal Programs, including: - Empire Zones - New York State Excelsior Program - New York State Brownfield Cleanup Program - New York State Historic Rehabilitation Credits - New York Power Authority ReCharge - New Markets Tax Credit Program - EB-5 Visa Program

• Also includes information on:- Business Improvement Districts- American Recovery and Reinvestment Act

- PILOT Increment Financing - Tax Increment Financing

This may be considered Attorney Advertising under the Rules of Professional Conduct.

Economic Development HandbookSHAWN M. GRIFFIN

May 2012 | Twelfth Edition

Diversityat Harris BeachAutomotive

and Vehicle DealershipsINDUSTRY TEAM

www.harrisbeach.com

Karlee S. Bolaños, MemberLabor and Employment [email protected]

John Buhrman, AssociateCorporate [email protected]

Patrick J. Dalton, MemberCorporate [email protected]

H. Todd Bullard, MemberTEAM CO-LEADERBusiness and Commercial [email protected]

Douglas A. Foss, MemberTEAM CO-LEADERBusiness and Commercial [email protected]

Marybeth E. Frantz, MemberPublic Finance and Economic [email protected]

Edward C. Hooks, MemberCorporate [email protected]

Christopher D. Jagel, MemberCorporate [email protected]

Wendy A. Kinsella, MemberFinancial Restructuring, Bankruptcy, and Creditors’ [email protected]

Frank C. Muggia, MemberBusiness and Commercial [email protected]

James P. Nonkes, AssociateBusiness and Commercial [email protected]

SOLUTIONS c o n s u l t i n g s e r v i c e s

LLC

HARRIS BEACH CONSULTING SERVICES

See page 6 for a full list of available HB Solutions materials.

See page 6 for a full list of available HB Cornerstone materials.

EDUCATION LEADERSHIP• Board of Education Consultation and Training• Onboarding: Superintendents/Assistant Superintendents/Administrative Staff• Superintendent Consulting

HEALTH AND HUMAN SERVICES• Acquisitions• Affiliations • Corporate Compliance • Corporate Organizations and Reorganizations• Debt and Equity Capitalization• Divestitures• Electronic Information and Record Retention Policies and Procedures• Governance and Board Development • Joint Ventures • Mergers

HUMAN RESOURCES• Compliance Review• Cost-Effective Benefit Program Analysis• Employee Communication Strategies• Labor and Employee Relations• Organizational Development• Risk Management• Policy Manuals• Strategic Management• Training Programs

HB Solutions offers strategic consulting for organizations in the public and private sectors and across numerous industries. Our clients include organizations in the fields of science and technology, traditional and alternative energy, medical and life sciences, telecommunications, retail, capital markets, academia, healthcare, and municipalities. Our professionals have led large organizations and divisions in their respective professions. They bring their insights and experience to the client team to help secure a competitive advantage by overcoming operational challenges, and business development obstacles, such as community resistance and regulatory issues. HB Solutions consultants have a strong track record of providing timely and impactful solutions with measurable results.

Our consulting services include:

INFORMATION TECHNOLOGY• Business Continuity Planning• Data Forensics• Electronic Data Discovery• Enterprise Security• Infrastructure• Voice over IP (VoIP)

MARKETING AND COMMUNICATION SERVICES• Controversial and Crisis Communications Management• Communications Training, Management, Audit

and Planning• Community Relations• Marketing Communications and Branding• Media and Public Forum Training and Preparation• Project Development and Management• Protecting Clients from Legal and Compliance Issues• Public and Media Relations• Strategic Marketing Planning• Tactical Marketing Programs

MUNICIPAL ASSISTANCE• Fiscal Planning• Community Planning and Consensus Building• Economic Development Strategy• Special Events Planning and Management• Due Diligence and Compliance


LLC

a s u b s i d i a r y o f

Whether your organization is seeking help with a specific human resources challenge or a sound business approach to HR management, HB Solutions can tailor programs to meet your business needs. We can provide human resources expertise to your executive management or HR team and assist you with diverse matters, including: • ComplianceReview• Cost-EffectiveBenefitProgramAnalysis• EmployeeCommunicationStrategies• LaborandEmployeeRelations• OrganizationalDevelopment• RiskManagement• StrategicManagement• TrainingPrograms

WHAT MAKES THE HB SOLUTIONS APPROACH UNIQUE? Unliketraditionalconsultants,ourpracticalbusiness-basedsolutionsareprovidedbypractitionerswhomanagetheHRfunctiononadailybasis,inadditiontoworkingwithclients.OurHRprofessionals also have the support of a team of labor and employment attorneys from our affiliated law firm, Harris Beach pllc. It is this combination of experience and resources that can provide you with insight and varied perspectives when you face a difficult problem. You may appreciate the options we recommend, because it is likely we have previously encountered a similar challenge. Thisdistinctivehands-onapproachenablesustocustomizeservicestomeettheneeds,budget,andtime frame of your organization.

Theprofessionalsonourteamhaveexperiencewitheverytypeofemployerincluding:entrepreneurs,not-for-profits,privatebusinesses,publicly-heldcompanies,professionalserviceproviders,bothunionandnon-unionorganizations,manufacturers,andthepublic sector. For all our clients, we are committed to providing exceptional value at competitive rates.

WHAT IS THE PROCESS? First, we meet to discuss your objectives and determine how our services can help your organization. Based on the results of this meeting, we provide you with initial recommendations targeted to your needs.

HUMAN RESOURCES


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MUNICIPAL ASSISTANCEThe HB Solutions Municipal Assistance team provides a full range of economic development and business consulting services to municipalities and quasi-governmental agencies, non-profits, and corporations. Our comprehensive approach helps public and private clients efficiently conduct the strategic planning, economic analysis, and community outreach necessary to ensure the successful execution of projects and multi-year economic development plans. Our trademark is our team’s ability to organize and manage the multi-dimensional aspects of major economic initiatives and achieve consensus and collaboration across business, community, and political groups.


• Community Planning and Consensus Building- Communications- Community survey- Comprehensive plan/zoning and land use- Open space and farmland protection- Public participation strategies

• Due Diligence and Compliance- Confirm background of vendors- Legal history of project sites (e.g., environmental

issues, bankruptcy of prior owner)- Vendor/supplier compliance with trade laws

• Economic Development Strategy - Business retention/expansion- Fiscal and economic impact analysis - Promotion/communications- Toolbox and partnerships

• Fiscal Planning- Alternative growth scenarios- Asset management/capital plan- Community priorities- Leveraging opportunities- Projections and financial modeling- Tax base analysis/risk assessment/dependencies

• Special Events Planning and Management- Budget and financial planning- Host community relations- Promotion


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99 Garnsey Road

Pittsford, NY 14534

585.419.8800

www.hbcornerstone.com

Owner representatiOn

planning and design

Facilities cOnsulting

Building OperatiOns expertise

MOve ManageMent

HB Cornerstone LLC is a subsidiary of Harris Beach PLLC

OWNER REPRESENTATION, PROJECT MANAGEMENT, DESIGN,

AND FACILITIES EXPERTISE

About UsHB Cornerstone LLC is a full-service owners representation and project management consulting firm. Founded in 2000 as an affiliate of the law firm Harris Beach PLLC, HB Cornerstone takes full responsibility for all project communications, coordination, scheduling, budgets, and overall management. By exclusively representing the owner, we are not restricted or conflicted by other construction roles, tasks, and responsibilities. This ensures that your best interests and the best interests of your project are met.

Project ManagementWhen you hire HB Cornerstone, you have a single / informed / empowered / involved project manager supervising all aspects of your initiative. Our services provide a filter for everyday details, allowing you to focus on the day-to-day activities of running your business rather than the business of building or moving.

HB Cornerstone owners representatives provide: • A single point of contact for all project matters • A single consistent source for all project communications • A project advocate dedicated to completing your project on schedule and on budget

HB Cornerstone project management services include:

Pre-Construction • Project feasibility and programming • Master budget and schedule development • Project scope development • Project team selection and coordination • Funding support • Site programming, analysis, and selection • Municipal ‘right to build’ approvals • Design and CD development

Post-Construction • Diligent project close-out • Punch-list development and execution • As-built documentation delivery • Final reconciliation of master budget • Warranty repairs /10th month review • Move management services

HB Cornerstone LLC is an affiliate of Harris Beach PLLC

Construction• Builder qualification, selection, and bidding• Diligent value engineering• Contract scope qualification• Development and coordination of owner’s ‘other contract’ work• Construction oversight• Pay application and change order review• Interim and final lien release control• Vendor insurance certificate control

At HB Cornerstone, our sole objective is to provide you with exceptional project management, architectural and interior design, and facilities services.

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Collateral Request FormProposal To: __________________________________________________________________________________

DM File#_____________________________________________________________________________________

Pitching Attorney: __________________________ Account Attorney: __________________________________

Other Attorneys:____________________________ Description of Work/Matter: __________________________

Current Client? ____________________________ Conflict Check Completed?/Batch#: ____________________

Today's Date: _____________________________ Date Needed By: ____________________________________

# of PHYSICAL Packages: ___________________ # of ELECTRONIC Packages: _________________________

Business Development Point Person: _____________________________

Entity (check which apply): Harris Beach HB Cornerstone HB Solutions

Standard Information to be included in proposal (check which apply):

About Harris Beach Cover Page

Diversity at Harris Beach Office Location List

Terms of Engagement for Legal Subscribe Sheet with QR Code Services Brochure

Attorney Resumes:

Notes:

Please return this form to Francesca A. Capotorto (x8914) in the Rochester office


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PRACTICE AREA PROFILES

Appellate Litigation and Advocacy

Brownfield Redevelopment

Business and Commercial Litigation

Commercial Class Actions

Collection Law

Commercial Real Estate Retail Real Estate in NYS Commercial Real Estate for Financial Institutions

Construction and Surety Law Construction and Surety Law Team Sheet

Corporate Reducing Risk for Not-for-Profit Organizations Reducing Risk for Privately-Held Businesses

Criminal Law

Diversity Compliance

e-infoSM Litigation Support e-infoSM Records Management

Employee Benefits Group

Environmental Law Environmental Audit Consulting

Family Law Financial Restructuring, Bankruptcy and Creditors’ Rights

Foreclosure

Government Compliance and Investigations

GCI Team Sheet

Immigration Law

Insurance Coverage

Insurance Litigation and Product Liability Defense

Intellectual Property Law Focus on International Intellectual Property Law IP Practice Rate List (See Ballatori or Sauer for file) Trademark Clearance (See Ballatori or Sauer for file)

Internet Law

Labor and Employment Law Focus on Affordable Care Act Compliance Focus on Wage and Hour Compliance Labor and Employment Law Team Sheet

Life and Asset Planning Benefits of Trusts Special Needs for Children

Mass Torts and Industry-Wide Litigation New Market Tax Credits

Public Finance and Economic Development Economic Development Handbook Economic Development Incentives

Economic Development Projects Focus on Blue Sky Surveys for Municipal Bond Financings General Obligation Bond Counsel General Obligation Bond Transactions

Real Property Valuation Litigation

Residential Real Estate

SEQR/Community Relations Process Map

Tax Law INDUSTRY TEAM PROFILES

Automotive and Vehicle Dealerships

Automotive Team Sheet

Educational Institutions Focus on Higher Education

EMS and Fire Protection Providers

Energy Focus on Electrical Generation Siting Focus on Oil and Gas Focus on Renewable Energy Focus on Residential Electrical Submetering

Financial Institutions and Capital Markets Commercial Real Estate for Financial Institutions

Food and Beverage

Health Care Health Care Team Sheet Health Care Compliance Team Sheet Medicaid Compliance

Individuals and Families

Industrial and Consumer Manufacturing

Medical and Life Sciences

Municipalities and Local Agencies

Nanotechnology

Racing and Gaming Real Estate Developers (see Retail Real Estate) Retail Real Estate

Science and Technology

Telecommunications and Media

USA Collegiate Sports HB Cornerstone LLC:

30-Page Spiral Bound Capabilities Book

Two-Sided Capabilities Info Sheet

HB Solutions LLC:

HB Solutions Overview Info Sheet

Education Leadership

Energy

Health and Human Services

Human Resources

ACA STARSM

Affordable Care Act Compliance

Affordable Care Act Compliance FAQs

Information Technology

Marketing and Communication Services

Municipal and Local Agency Assistance

harris beach business development collateral · 195 church street, 18th floor new haven, ct 06509...

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