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Financial Leaders
Date & Time
Event Location
The Financial Leaders awards recognizes financial professionals who have made outstanding contributions to their organizations and to the Greater Rochester community during the past year.
Awards Celebration
Thursday, June 22, 2023
11:30 a.m. — General Networking Reception
12:00 p.m. — Lunch and Awards Celebration
This event is limited attendance, and there are only a limited number of individual tickets available for $125 each. Tables were only available with sponsorship. Individual tickets purchased in a group of 4 or more cannot be guaranteed to be sat together.
All dietary meal restrictions must be sent to [email protected] by June 13, 2023.
For sponsorship information contact, [email protected].
If you have questions about this awards event, please email [email protected]
What is the nomination process and the steps to take?
Once the online nomination form is completed an automated email will be sent to the individual nominated (the email address entered in the “Nominee Email” field) and a submission receipt will be sent to the email placed in the “Nominator’s Email” field.
In order for the nominee to continue with the process they must fill out the application form by the application deadline listed in the automated email and on the corresponding event landing page.
We do also suggest that up to three letters of recommendation be sent to [email protected] by the application deadline to be included in the nominee’s judging packet as supporting materials. This is not a requirement, but an added benefit.
How can I be considered for the Financial Leaders award?
In order to be considered, candidates:
● Must demonstrate significant professional accomplishment within your category as well as strong civic commitment in our community;
● Must be employed in Greater Rochester; and
● May be self-nominated or nominated by another person.
While anyone can nominate, we recommend nominations come from a senior leader in the candidate’s organization. It is then required that the nominee go through the entire application process, please see above response for more details on that.
Who are the judges and what are they looking for when selecting the Financial Leaders?
A panel of judges consisting of prior honorees, educators, representatives from Rochester’s Financial Executives International, and RBJ’s editorial team select the Financial Leaders. It is essential that the candidate prove their contribution to the economic growth and stability of the region. It is helpful to have at least one letter of recommendation from someone that can speak to both of these achievements.
Can I save the nomination or application forms while I’m working on them?
Unfortunately, at this time you cannot, but we’re working to fix that. In the meantime, we suggest either filling out the forms on a separate sheet of paper and/Word Doc first or be prepared to spend some time in the form.
If I’m an honoree, do I need to purchase a ticket?
You do not need to purchase a ticket for yourself if you are an honoree. All other attendees must purchase a ticket. Please, note that all RBJ events are limited attendance based on location. Honorees and sponsors are guaranteed tickets. Individual tickets will only go on sale if space is available after sponsorship deadlines.
What is included in sponsorship packages?
Sponsorship opportunities to include a table for your guests, multimedia marketing, logo usage and much more depending on the level your company selects. For more sponsorship information and benefits please contact your account manager or email [email protected].
Can I buy an ad in the publication?
Please contact Suzanne Fischer-Huettner to place an ad or purchase a sponsorship package.
If you still have additional questions or concerns, please email [email protected]
2023 FINANCIAL LEADERS
Budget Director/Manager
Michael T. Burns, CPA
City of Rochester
Shari Lamphron
Foodlink Inc.
Lindsey Meyers
Evans Bank
For-Profit Chief Financial Officer/Vice President of Finance
Scott Chapman
Butler/Till
Ted Cordes, MBA, CPA
CPL
Kenneth O. Hall, CPA, CMA, CFM
Riedman Companies
Kyle Johnson
Leonard’s Express
Nonprofit Chief Financial Officer/Vice President of Finance
Linda Anderson
Lifetime Assistance, Inc.
Christopher Gorecki
Excellus BlueCross BlueShield
Tom Rogers, CPA
ESL Federal Credit Union
Chadwick Roy
East House Corporation
Controller/Director of Finance
Kate Beardsley, CPA
L3Harris
Roberta Spezzano, MS, CPA, FHFMA
UR Medicine Thompson Health
Independent CPA
Tim Flaherty, CPA
Flaherty Salmin CPAs
Lifetime Achievement
Jim Englert, CFP, EA
High Falls Advisors, Inc.
Payroll Director/Manager
Kathy Scorse
The Arc of Monroe
Rising Star
Ronnie B. Ells, CPA
Vanteon Corporation
Kristy Gonzalez
Robert Half International
Sheri Watkins, MBA
Monroe County Office of Mental Health (Via Coordinated Care Services, Inc.)
Wealth/Financial Advisor
Richard Anderson
Anderson & Associates Wealth Management at Northwestern Mutual
Stephen C. Krauss, CFA
Canandaigua National Bank and Trust
Russell Schwartzbeck
SFG Wealth Management
Past Honorees
Why Sponsor
Your company will be viewed as a leader in recognizing the incredible contributions of individuals towards the economic growth and stability in the Rochester region. By sponsoring, your company will be featured in our print edition with more than 14,000 readers, on our website with an average of nearly 63,000 users per month, on our social media channels with over 35,000 followers and included in our emails to more than 21,000 business and legal professionals.
For sponsorship opportunities and benefits contact your account manager or email, [email protected].
This event is limited attendance, and there are only a limited number of individual tickets available for $125 each. Tables were only available with sponsorship. Individual tickets purchased in a group of 4 or more cannot be guaranteed to be sat together.
All dietary meal restrictions must be sent to [email protected] by June 13, 2023.
In Partnership With
Presenting Sponsor
Social Media Red Carpet Sponsor
Supporting Sponsors
