Minutes for our First Meeting

Minutes of first meeting Mainline BrainTrust: submitted by Joseph Davison Esq.

In attendance: Roy Innella, Josh Isler, David Luce, Joe Davison, Paul McCabe and Susan Shute

1. Group Size and Specialties:

This subject was battered about at different times during the meeting. Consensus seemed to be to keep the core group to a dozen or less, at least initially. Possible suggestions were to add were a CPA, a IT entrepreneur, and possibly a health care professional (either an executive or practitioner, such as a chiropractor). Emphasis was on capitalizing on the groups' maturity of broad and diverse contacts, rather than try to just "sell to each other"....diversification of group beyond white males and our only female member, Susan, was also placed on the table, and it was agreed it seems to make sense if the group is to maximize it contacts base.

2. Guest Appearances:

Once we have more solid footing as a group, thought was proposed to occasionally invite a guest professional to attend our meetings, not to expand the core group, but to expand the group's network of contacts and knowledge.

3. Need for One on One meetings:

Excellent idea offered by Paul. We should make a concerted effort over the next month or two to meet each other to share information as to our particular strengths, contacts and professional wants and needs. In that regard, all members were encouraged to initiate meetings with each other, and Roy was going to find a way to get each member email, cell phone and other contact info to get this rolling. With spring about to spring out, golf outings were bandied about as a possible venue.. As Josh duly noted, for this to work a trust factor is in play and there is a "need to know" the personalities at play in the group in order to match potential contacts.

4. MLBT Info Package:

Thought was to put together a concise presentation package of who we are as a group that could
be used to market the group to old and new contacts. This is still a subject under discussion, as to its eventual look, but consensus was it was worth doing in some way, shape or form. Susan's points about relocating professionals was what sparked this discussion.

5. Rotating Meeting Locations:

This idea seemed to win hands down. Move meetings from different spots on a monthly basis.
Was agreed that meetings will be monthly, on the first Wednesday of the month. Next meeting is scheduled for Wed 3/5 at Paul McCabe's office, 983 0ld Eagle School Rd (the Woods office complex), suite 619 at 7:30 a.m. Early breakfast meetings seem to be the group's preference for now.

Duly submitted,

Joe Davison

Because of a scheduling conflict with Paul McCabe (our host this month) we are re-scheduling our meeting to March 4th tuesday at 7:30AM.

Who is the Main Line BrainTrust

Who we are: below is a listing of our members and a short summary of their capabilities.

Roy J. Innella
Financial Advisor

I help people achieve financial security. Financial security means different things to different people to some it may mean saving for retirement or a childs education or building wealth through investments and protecting their wealth with the proper risk mitigation strategies, all without affecting their lifestyle.

With over 30 years in business I offer written financial strategies to individuals and business owners who want a solid plan to further and protect their financial security. I draw upon my years of experience as a business owner and entrepreneur and apply my knowledge and experiences to developing a strategy for my clients.

website: Roy Innella

Joseph Davison Esq.
Extremely competent legal business counselor who focuses on pragmatic solutions to you or your client's concerns

Broad legal background with over 28 years of experience in corporate, litigation and administrative law. Lead transactional counsel on behalf of diversified international corporate group in acquisition of tiered integrated subsidiaries, which involved substantial real estate and environmental issues. Extensive trial litigation experience in areas of professional liability defense, contractual disputes, and antitrust. Appellate representation on behalf of private and governmental entities before state and federal agencies and courts, including the U.S. Supreme Court. Founding and managing partner of prestigious Philadelphia based law firms. CEO and president of start-up private business enterprise.

website: http://www.jrdavison-law.com/


Josh Isler
Property and Casualty Broker

Licensed in Property & Casualty and Group Health Insurance
· Focus mainly on Business Insurance, but also handle Health and personal insurance.
· Located in Malvern, I am an independent broker meaning I represent several different companies, Selective, The Hartford, Travelers, Liberty Mutual, Harleysville, etc…

website: http://www.shevland.com/



David Luce
Point of Sale Printer

Seasoned Sales Executive with nearly 20 years experience in B2B business development, with a focus on outsourced IT training and consulting services. Excellent network with Human Resources and Information Technology contacts at Fortune 500 companies with headquarters or offices in the Delaware Valley region. Strong consultative sales skills with a demonstrated aptitude for customizing offerings for new customers, identifying new distribution opportunities as a reseller, and cross-selling related products to existing customers. Exceptional ability to penetrate new market segments, grow existing market share, and sustain high renewal rates. Professional affiliations include; IT trade groups, career services and training organizations. Key areas of expertise include: Solution Based Selling Relationship Building Business Development
Account Management

website: http://www.mmdisplays.com/


Ron Bridge
Travel Agency

We have been in business 20 years this year. We are a full service Travel Agency, with high degree of personalized services, located in the Paoli Shopping Center between Baxter’s Restaurant and the Hardware Center. We have a highly traveled staff of 8 people with such specialties as Italy, France, Ireland, Scotland, Hawaii, Alaska, Caribbean, Australia, New Zealand, French Polynesia, U.S. Destinations, and others. We also specialize in Golf, Spa, Ski, Hiking, Biking and other adventure travel.

Our mix is 40% Leisure/Vacation Travel, 45% Corporate Travel and 15% Groups. We sell Cruises, Vacation Packages, Custom Tailored Itineraries, Escorted Tours, Group Trips, etc. – worldwide.

On the Corporate side, we provide business travel services - from the one man company up to companies with 300 travelers. We organize meetings, conferences and incentive trips for corporations.

We have done groups on Cruises, to Resorts, etc. We have escorted company recognition and/or incentive events for All State Insurance, Century 21, Vertex, Inc, etc.

We are affiliated with Carlson Wagonlit Travel, a $26 Billion Travel & Hospitality company with offices in all major countries of the world. We rely on the Global Company of Carlson for Preferred Supplier relationships for Air, Hotel, Car, and more.

website: http://www.carlsontravel.com/paoli


Susan Shute
Mortgage Banker/ Bank of America
I have been in the residential mortgage business for 25 years working with clients to purchase and refinance their primary homes, vacation homes and residential investment real estate. Bryn Mawr Trust has been financing real estate transactions for over 100 years.
Our lending area is primarily the Main Line (Philadelphia, Montgomery, Chester and Delaware counties) but we do lend around the country for our clients purchasing second homes. Our services include:

Fast pre-approvals and commitments.

Long term rate locks for new construction.

Fixed rate and adjustable rate mortgage options.

Swing/Bridge loans

Home Equity Loans and Lines of credit

Construction-to-permanent financing for custom homes All credit decisions made locally We are a mortgage banker and fund our own loans. While my speciality is in residential loans, Bryn Mawr Trust has a well-known commercial lending group as well.

Results of our informal breakfast

Meeting Wed. February 13, 2008

Because of the inclement weather the formal first meeting is postponed to Wed February 20, 2008 at Pattymacs in Berwyn.

Present were : Roy Innella, Dave Luce, Paul McCabe, Joseph Davison.

We discussed the future of the group, what it meant to each of us and what each of us expects to take away from the group. I will post a short resume on each member as I get them so that we can get to know each other and have some talking points for next meeting.

Our First meeting

First Meeting February 13, 2008

7:30 AM at Pattymacs in Berwyn


Next week will be the inaugural meeting of the BrainTrust of the Mainline. We look forward to meeting and exchanging ideas on how we can help each other grow our businesses.

We will be seeking additional professional members in varying categories.

The members who have expressed interest are the following:

Roy Innella- Financial Advisor Independence Financial Associates
Joseph Davison Esq. - Attorney
Jim Davison - Real Estate Sales
Susan Shute- Mortgage Broker BMT Mortgage
Josh Isler - Property and Casualty Insurance
Dave Luce - Point of Purchase printing and displays
Ron Bridge - Travel Agent CarlsonWagonlit Travel
Paul McCabe - Marketing/Advertising Specialist The McCabe Group

If you are interested in joining this group please send an email Roy Innella

Here’s what we have so far in this group….

Banker Accounting
Financial Advisor Roy Innella
Business Lawyer Joe Davison
Mortgage BrokerSusan Shute
Realtor Jim Davison
Printer
Point of Sale Printing Dave Luce
Construction Company and allied trades
Property and Casualty Insurance Broker Josh Isler
Advertising Agency Marketing Consultant Paul McCabe
Chiropractor
Travel Agent Ron Bridge
IT Person
HR Person