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meet the kcan advisory task force
Alan W. Boal
Idea Transfer, Founder & President
As a management consultant, executive and world-class facilitator, proven expertise to market, manage and monetize businesses. Endorsed capacity to clarify how people think and feel to make informed decisions. With insightful listening, ideation and coaching, the acumen to open, close and grow more opportunities.
Cavorucchi - DC, Senior Vice President
Mark currently serves as the coordinator for several national coalitions, including those devoted to transportation research, medical research at the Department of Defense, and social and behavioral science research. He has specialized in bringing diverse associations, foundations, institutions of higher education and other stakeholders together to advocate for common objectives. He has helped clients secure federal funding, build new partnerships with federal agencies and mobilize grassroots to advocate for legislation pending in Congress. He also has developed a niche in helping clients who have never interacted with Congress or federal agencies launch sophisticated and focused federal government relations strategies.
Supply Chain, Partner Principal
Steven Zeiger advises both domestic and international families and their advisors on the efficient use of private placement life insurance and annuities to help enhance after tax yields on their investments.
He is a successful marketer and relationship manager with more than 20 years of experience in the financial services industry. His leadership and dedication to help improve performance and results is well known in the advisor community.
Steven educates his clients and the financial services and advisory community. He has been published in and cited in Trust & Estates Magazine. He has addressed the American Bankers Association. As a member of the National Association of Estate Planning Speakers Bureau, he has addressed over fifteen Estate Planning Councils around the country. He has also addressed the NY, NJ and CT CPA Societies on multiple occasions.
Additionally, Steven is on the STEP Presentations Committee. Steven has also presented at the NYSSCPA FAE International Tax conference.
Steven, guided by the book “Blue Ocean Strategies”, (Harvard Business Press) helps advisors create market niches for their new business development plans.
Steven, his wife and two sons live in Chappaqua NY. Steven enjoys playing tennis, skiing, and ping pong with his family and is currently training for the Dana Farber Cancer Institute Pan Mass Challenge and Cycle For Survival.