Life is better with a plan. It is our mission to help people and businesses achieve confidence, clarity, security, and peace through financial planning.

Part of the Arrow Family of Companies, Arrow Bank provides banking, wealth management and insurance through 38 locations. To learn more, visit arrowbank.com.

Couch White, LLP is an Albany-based law firm with a national practice dedicated to the cost-effective resolution of legal problems and consummation of complex transactions for an extensive list of clients across practice areas that include energy, environmental, corporate & commercial transactions, real estate, construction and commercial and complex litigation law.

Using EOS ®, we’ve helped business owners get what they want: a company that works together towards achieving the owner’s vision – in a healthy way. In over 700 sessions and counting, we’ve helped 70+ leadership teams across the United States to break through and become more effective – 15% revenue growth on average year over year, almost 50% of the companies are now ranked among Best Places to Work, and survey results indicating almost 90% employee satisfaction.

Founded in 2022, Mohawk Insurance Services brings more than 100 years of combined insurance experience to service businesses, organizations, and individuals throughout New York and across the nation. We represent the leading regional and national insurance companies, providing our clients with the most comprehensive coverage, price, and service options available in the marketplace. With experienced team members in global partnerships and complex policies, we're determined to find the best solutions for businesses big and small.

A bank you can believe in.

At NBT Bank, we balance good, old-fashioned business sense with forward thinking. We know our communities and the people in them. We understand that local businesses are the lifeblood of their communities. That is why we work with businesses of all sizes to develop individualized plans that help foster their success.

At Phillips Lytle, we know only one approach to client service. It’s practiced by every one of our attorneys in each of our eight offices. It’s why we’ve been doing what we do for more than 185 years. It’s ingrained in who we are. It’s The Phillips Lytle Way.

We’re fully dedicated to our clients and our work on their behalf. We learn how each defines success, and then help identify how to get there. We learn all there is to know about a client’s business and industry, formulating strategies aimed at the best decisions that fit within defined goals. And we prove our worth as go-to members of the team at every turn.

Sandler Training partners with companies to implement repeatable processes by training their sales teams, sales management teams and customer service teams which results in increased sales and customer retention.

SHG is a group of value enhancing business consultants. We partner with our clients to understand their unique challenges and develop both financial and operational strategies, along with resources to execute on business objectives. We guide our clients to successful business outcomes.

Warren Zeiser provides Executive Leadership Coaching, Business Growth Consulting, and is a high-energy Keynote Speaker. Current and former clients include high-profile brands such as Death Wish Coffee, Beekman 1802, Chevron, CommerceHub, Nuvalence, CEFO Advisors, and Brooks’ BBQ. Warren has started and turned around several companies throughout his career. He uses his real-world experience, combined with a no-nonsense approach, to help companies and business leaders reach their full potential.

EO Partners provide benefits to members (discounts, upgrades, exclusive access) and EO (cash contributions, in kind contributions, brand affiliation) and are selected by EO members and approved by the Global Board.