Business & Industry Professionals Interest Group Meeting (E2105218)

Jim joined Capital One Bank in April 2020 as a Senior Treasury Management Sales Consultant. Prior to joining Capital One, he spent 9 years at J.P. Morgan holding various roles within the Commercial Bank. Jim worked in the specialized industries vertical serving Higher Education, Not-For-Profit, and Healthcare organizations as well as the Middle Market, working with clients in New York City and throughout the Northeast region. Jim has an undergraduate degree from Temple University as well as an MBA from Rider University.

Ashley is a Middle Market Business Development/Senior Relationship Manager with Capital One Bank (a top 10 U.S. bank). She has extensive business development, portfolio management, and credit expertise. She works with middle market companies across industries, corporate profiles, and capital structures. Her primary areas of focus include: Professional Services (legal, accounting, title), New Markets Tax Credit financing/investing, ESOP transactions, Manufacturing, Transportation, Technology, Healthcare

Alan is the managing partner of SobelCo, where he is responsible for facilitating the strategic direction and the day-to-day management of the firm. He provides expertise on financial reporting, tax planning for businesses and high net worth individuals and strategic business planning. He has considerable experience with mergers and acquisitions and delivers added value working with clients on sourcing deals, negotiating and structuring transactions, financial and business due diligence and transaction financing. Alan is the 2020/21 president of the NJCPA. He developed the concept for the Pass-Through Business Alternative Income Tax Act and played the lead role in writing the legislation and making it fit within New Jersey’s tax structure. He is also a member of the American Institute of CPAs (AICPA) and the New York State Society of CPAs (NYSSCPA). He is the former chairman of the NJCPA Audit Committee and was a former vice president and trustee of the NJCPA and a past president of its Essex Chapter and has served on various committees. Alan was a former adjunct professor of taxation and frequently lectures.

Ralph is the CEO and executive director of the New Jersey Society of CPAs. He was appointed to AICPA’s National Commission on Diversity and Inclusion and the AICPA Foundation Board. Ralph is a former national and chapter president of the National Association of Black Accountants, was chair of the National Association of State Boards of Accountancy’s State Society Relations Committee and is a member of the accounting advisory boards of Lehigh, Rutgers, Seton Hall, Montclair State, Felician and Thomas Edison universities and Middlesex County College. In January 2018, he was invited by Senate President Steve Sweeney to join his bipartisan Economic and Fiscal Policy Working Group. Additionally, Ralph was selected for the last eight years by Accounting Today as one of the “Top 100 Most Influential People in Accounting.”