Meetings & Events

Monthly luncheon meetings are open to the public and include guest speakers of interest to the general business community. These meetings offer opportunities for networking and meeting other consultants. They are held on the 2nd Friday of each month at Wolferts Roost Country Club, and the cost is $25 for guests and $20 for members. Please register online (below) at least 48 hours before the event; late registrations add $5.

Members-only meetings are also held monthly, with the schedule announced below. These meetings feature a “Member Spotlight”, which provides a member with an opportunity to familiarize attendees with his or her business or a special project of particular interest. The remainder of the agenda features presentations and discussions focused on business development or skill-building. Occasionally we also discuss Alliance business and ways to improve our organization. Fees for these meetings are the same as for the luncheons.

Cancellations:  Reservations are considered firm unless cancelled 48 hours prior to the program. The Alliance has the right to charge the full amount to registrants who do not cancel.

Upcoming events

    • 17 Jul 2015
    • 11:30 AM - 1:30 PM
    • Wolferts Roost Country Club, Albany NY

    “Opportunities for Service Providers in the Global Marketplace”

    Speaker: Gerald R. Shaye, Shaye Global LLC

    When hearing the term “exporting,” people generally think of manufactured or agricultural products leaving the shores of the US for foreign countries. Surprisingly, the United States exports many services. In fact, the US has a positive balance of trade in services (exports less imports) consistently. Gerald R. Shaye of Shaye Global LLC will explore the concept of service exports, including consulting services, discuss strategies for finding opportunities in foreign markets and for identifying and qualifying foreign partners and explain the differences that must be understood when working in foreign markets.

    A native of Albany, NY, Gerald “Jerry” Shaye was educated at Dartmouth College and the Columbia University Graduate School of Business. Upon completing his education, Jerry entered the Peace Corps, serving as a volunteer in Venezuela for two years.  He continued working in Venezuela for 21 additional years, as an entrepreneur, an executive of a trading company and general manager for the country’s largest farmers’ cooperative.

    From early 1990 until late 2012, Jerry worked as Director of International Trade Development for the New York State Department of Economic Development. His responsibilities included the promotion of exports from New York State as well as the attraction of foreign direct investment.  He consulted with more than one thousand businesses in New York State. 

    During his career with NYSDED, Jerry led trade missions to China, Japan, Russia, Chile, Brazil, Argentina, Mexico, Venezuela, Peru and many European countries.  He was invited by the Japanese government to participate in the Export Japan Study Program and was a delegate to an international conference of Trade Directors in Santiago, Chile.  Jerry managed a creative program designed to promote the export of consulting engineering services to six Latin American countries.

    Jerry has participated in more than 350 seminars, export promotion workshops and foreign investment projects in areas related to his responsibilities and attended more than 50 trade shows and conferences.

    In October 2012, Jerry founded Shaye Global, LLC, a consulting firm dedicated to international trade development and accepted a position as Executive in Residence at The Sage Colleges.  He serves as a coach with the U.S. government-sponsored Exportech program and works actively to provide global opportunities for businesses and educational institutions.

    Jerry teaches International Business and International Marketing in the MBA programs at Union Graduate College, The Sage Colleges and The University at Albany as well as in Argentina, Russia, China, Venezuela and Mexico.  In November 2014 and in March 2015, he presented lectures on Foreign Investment Attraction at conferences in the United Arab Emirates.

    Past-president of the Tech Valley Global Business Network of New York’s Capital Region, Jerry has been a member of its board for 24 years. He currently serves as chair of the Albany-Tula Alliance and serves on the boards of the Albany Roundtable and CHANGE (Consulting for Health, Air, Nature & a Greener Environment).  Jerry was honored with a lifetime achievement award by the Tech Valley Global Business Network in 2012. 

    A member of the Consulting Alliance, Jerry is a frequent speaker on topics related to areas of his professional interests.  He is completely fluent in spoken and written Spanish and travels frequently for both business and pleasure.


    TBA will be featured in our Member Spotlight presentation this month.   

    Members pay $20; Late Member Registrants pay $25

    Non-Members pay $25
    Late Non-Member Registrants pay $30

    Online payment is required.

     Connect with Us Join our LinkedIn group    Follow us on Twitter


    • 24 Jul 2015
    • 7:30 AM - 9:15 AM
    • Wolferts Roost Country Club, Albany NY

    "The Art of Backwards Planning"

    (Members Only)


    Facilitator: Bill Polk, Busines Advisory Services

    In this session, Consulting Alliance members will have an opportunity to experience "Backwards" Planning.  You will complete a series of exercises to plan your future practice by working backwards.  We'll also dispel a widely held myth about some of your most common business practices.

    Bill Polk is an independent consultant with extensive expertise in Business Development and the strategic use of information technology in the Financial Services Industry. With over thirty-five years of financial services experience he has held Senior Vice President – Chief Information Officer positions at large domestic banks; has been President of a large regional New England service bureau; and has provided consulting services for Arthur D. Little, The TowerGroup international advisory services and Black Point Ventures. 

    His consulting engagements have spanned the Americas, the Caribbean, Europe, Asia and the Middle East. He has extensive project leadership ‘best practices’ experiences and has been involved
    with numerous Strategic Planning and re-engineering initiatives.  He currently lectures in financial planning topics for regional Entrepreneurial and Business Incubator programs.

    Bill has an Executive MBA from the University of New Haven.  

    NEW BREAKFAST ITEM:  Along with fruit, waffles and omelettes, we’re now serving up Peer Coaching! The member spotlight has moved to lunch and in its place we’re including a 10 minute slot for someone to bring a business issue and get feedback from your colleagues. Limit one per breakfast – first come, first served.  Contact Alan Krieger at if you’d like to get in this month.


    System Requirements for GoTo Webinar   

    To attend the meeting using a PC:

        Internet Explorer® 6.0 or newer, Mozilla FireFox® 3.0 or newer, (JavaScriptTM and JavaTM enabled)
        Windows® 7 or newer, Vista, XP, 2003 Server or 2000 
        Cable modem, DSL, or better Internet connection
        Minimum of Pentium® class 1GHz CPU with 512 MB or RAM (recommended) and 2 GB of RAM for Windows Vista
        For the audio portion, participants can dial in by phone.  Those wishing to connect to audio VoIP will need a fast Internet connection (384kbps or more recommended), a microphone and speakers (a USB headset is recommended).

    To attend the meeting using a Macintosh®:

        Safari® 3.0 or newer, Mozilla FireFox® 3.0 or newer, (JavaScriptTM and JavaTM enabled)
        Mac OS X 10.4 (Tiger® or newer)
        PowerPC G4/G5 or Intel processor (512 MB of RAM or better recommended)
        Cable modem, DSL, or better Internet connection
        For the audio connection, participants can dial in by phone.  Those wishing to connect to audio VoIP will need a fast Internet connection (384kbps or more recommended), a microphone and speakers (a USB headset is recommended).

    You can also log on using your tablet or smartphone.

    Members pay $15; Late Member Registrants pay $20

    Online payment is required. Remote participation is free to Members only.




    • 13 Aug 2015
    • 11:30 AM - 2:00 PM
    • The Waters Edge Lighthouse

    "Members Only (Plus One) Summer Social"


    Date: Thursday-August 13th
    Time: 11:30 am - 2:00 pm
    Place: The Waters Edge Lighthouse, Glenville
    (2 Freemans Bridge Road)



    Every August the Consulting Alliance has only one meeting, a members only event. The objective of this event is to allow members to get to know each other in a more casual way and build deeper relationships.

    Join us for our Summer Social on The Freedom Patio @ The Waters Edge Lighthouse.

    (Cash bar is available.)




    Hope to see you all there!

    Members pay $25; Late Registrants pay $30.  Casual dress code and reservations are required.  Online payment is required.

    • 11 Sep 2015
    • 11:30 AM - 1:30 PM
    • Wolferts Roost Country Club, Albany NY

    Conscious Communication for Improved Relationships”

    Speaker: Louise Finlayson Ph.D.

    Many people commonly but inadvertently convey powerlessness, lack of choice or even aggression through the use of unconscious language. Learning to communicate consciously allows individuals to feel and project confidence, integrity and connectivity. Join Dr. Louise Finlayson for an enlightening discussion about the use of conscious language in communication. Through deceptively simple changes in language, you can learn how to become more empowered and effective in creating strong, lasting relationships, which are key to any endeavor in life.

    Louise Finlayson earned a Ph.D. in Clinical Psychology from Michigan State University. She then went on to a three-year Fellowship in Clinical Psychology at Harvard Medical School, where she was mentored by some of the top psychologists in the nation. She has owned her private practice for 25 years. Additionally, for the last 18 years, she has also worked as a leadership/executive/life coach.


    TBA will be featured in our Member Spotlight presentation this month.   

    Members pay $20; Late Member Registrants pay $25

    Non-Members pay $25
    Late Non-Member Registrants pay $30

    Online payment is required.

     Connect with Us Join our LinkedIn group    Follow us on Twitter


Past events

26 Jun 2015 Breakfast with Mark Eagan, CEO of the Albany Colonie Chamber (Members Only)
12 Jun 2015 Economic Development in Albany with Mayor Kathy M. Sheehan
29 May 2015 Create a Hook with Your Book: A Consultant’s Guide to Publishing (Members Only)
08 May 2015 The Accidental Sales Executive
24 Apr 2015 Learn More About your Consulting Alliance Benefits (Members Only)
16 Apr 2015 Webinar: Using LinkedIn to Build Your Business
10 Apr 2015 Listening 3.0 - Enhancing This Super-skill for Increased Sales and Relationship Building
27 Mar 2015 Planning for What’s Down the Road (Members Only)
13 Mar 2015 Discover the Big Reward in Writing a Little Book for Your Business
10 Mar 2015 Webinar: Being Confident in a Sales Situation
13 Feb 2015 Get Your Piece of the Local Economic Development Pie
27 Jan 2015 Webinar: Time Kills Sales
23 Jan 2015 What to Charge?
09 Jan 2015 Your Memory: How to Easily Transform an Embarrassing Liability
10 Dec 2014 Holiday Gathering
21 Nov 2014 “Thanksgiving Think Tank"
14 Nov 2014 Succeeding by Failing
10 Oct 2014 From Bust to Blockbuster: Business Lessons from the Making of Gone With the Wind
12 Sep 2014 Inspiring Ourselves and Others
08 Aug 2014 Members Only (Plus One) Summer Social
25 Jul 2014 Seeing Your Business from Your Customer’s Perspective
18 Jul 2014 The Art of Saying Yes and Knowing When to Say No
13 Jun 2014 The View from the Business Review
04 Jun 2014 Consulting Alliance Mix and Mingle
23 May 2014 Get LinkedIn or Get Left Behind
09 May 2014 Difficult Customers – and How I’ve Handled Them
25 Apr 2014 Are You a Reluctant Salesperson?
17 Apr 2014 Consulting Alliance Mix and Mingle
11 Apr 2014 Writing for the Web
27 Mar 2014 Do You Need Professional Help? Outsourcing 7 Top Tasks
14 Mar 2014 Like. Share. Succeed: The ROI of Social Media and Community Good
28 Feb 2014 DIY or Outsource?
21 Feb 2014 Save the World by Speaking: Lessons from a Ninja Speaker Coach
24 Jan 2014 2014-Developing Y/Our Future
10 Jan 2014 The Power of Body Language
10 Dec 2013 Holiday Gathering
21 Nov 2013 Effective B2B Communication-A Conversation
08 Nov 2013 Brain Business: Use Your Brain for a Change
29 Oct 2013 CA ANNUAL R2R EVENT: Featuring an Interactive Symposium- Innovation Matters, A Creative Exploration
23 Oct 2013 Webinar / Conference Call - The Benefits of Basecamp for Project Management
11 Oct 2013 From Hard Rock to Exceptional Hospitality
02 Oct 2013 Consulting Alliance Coffee Hour - Open to Members and Those Interested in Membership
24 Sep 2013 Professional and Business Development Breakfast
13 Sep 2013 How I Started My Career as a Serial Entrepreneur
04 Sep 2013 President's Coffee and Roadmap to Results Information Session
09 Aug 2013 Members Only Summer Casual Networking Event
26 Jul 2013 What is your video message?
12 Jul 2013 How to Stop Killing Good Ideas
28 Jun 2013 Thought Leadership - 140 Characters at a Time
14 Jun 2013 Marketing Made Simple: Let Your Message Be Heard
30 May 2013 Professional and Business Development Luncheon & Insight from R2R Winners
10 May 2013 Scenic Views of Volunteerism: Enhance Your Business Through Compassion
26 Apr 2013 Professional and Business Development Breakfast
12 Apr 2013 Four Speakers and Their Must-Have Business Tools
22 Mar 2013 Partnering with the College of Nanoscale Science & Engineering
08 Mar 2013 Influence Without Arm Twisting
22 Feb 2013 Business Development Opportunities with The Consulting Alliance
15 Feb 2013 Overcoming Obstacles While Growing a Family Business
25 Jan 2013 Members Only - What's in store for 2013?
11 Jan 2013 Promoting You and Your Business!
14 Dec 2012 Holiday Gathering
28 Nov 2012 "Roadmap to Results Roundtable" Event
26 Oct 2012 Bringing it all together: Pooling resources to serve today's Tech Valley
12 Oct 2012 Albany Women Business Leaders Share Their Success Stories
28 Sep 2012 Staying on Message: How to Create Powerful Content
14 Sep 2012 Grow Your Business: Four Exciting Speakers Tell You How
10 Aug 2012 Members Only Summer Casual Networking Event
27 Jul 2012 LinkedIn for the Intermediate or Hardcore
13 Jul 2012 Lessons Learned from a Sales Leader
22 Jun 2012 Sharing How We Go About Generating Business
08 Jun 2012 Achieving Online Success Where The Competition Has Failed
17 May 2012 Tech Talk
11 May 2012 "Turning Life Into a Business"
27 Apr 2012 Networking vs. Relationship Building
13 Apr 2012 "Creating the Capacity for Innovation"
22 Mar 2012 Launching the CA Business Development Initiative
09 Mar 2012 "Our People Make Our Company Great"
24 Feb 2012 Business Ethics
10 Feb 2012 "Success Has a Method"
27 Jan 2012 From Consultant to Acquired and Back: Lessons Learned
13 Jan 2012 "Using the Skills You Have to Build the Business You Want"
18 Nov 2011 Designing the Consulting Alliance’s 20th Anniversary Celebration
11 Nov 2011 "The Leadership Performance: Developing Authentic Strength, Influence and Trust"
28 Oct 2011 Strategic Positioning at the Alliance
14 Oct 2011 "Creativity: The Key to Your Business Success”
23 Sep 2011 New Vision for the Future of the Consulting Alliance
09 Sep 2011 "Ethical Journalism in Challenging Times”
12 Aug 2011 Members Only August Social
22 Jul 2011 Consulting Alliance Comparative Benchmarking Report
08 Jul 2011 "Speed Networking for New Connections”
24 Jun 2011 Is This Still Where We Want to Be Going?
10 Jun 2011 "Hyper-Local Social Media: The Next Frontier”
27 May 2011 Making the Most of Your Web Presence
13 May 2011 "The Truth About Networking”
29 Apr 2011 Simplify SEO & Google Analytics to Get Found, Get Leads, and Get Sales
08 Apr 2011 “Getting Your Website to Complement Your Social Media Efforts”
25 Mar 2011 What Happens when Consulting Alliance Members Collaborate
11 Mar 2011 “More Than Mountains and Lakes: Business Dynamics in the North Country”
11 Feb 2011 "When Generations Collaborate for the Greater Good"
03 Feb 2011 "Why do they do that?"
28 Jan 2011 Creating Your Personal Brand
14 Jan 2011 "Winning Clients: One Businessman's Success Strategies"
19 Nov 2010 Annual Membership and Planning Meeting
12 Nov 2010 "Nursing in the 21st Century"
22 Oct 2010 Round Table Discussion
08 Oct 2010 "Producing the Berkshire Forum"
24 Sep 2010 Tech Talk
10 Sep 2010 "Lessons Learned from Teaching 10,000 Leaders Worldwide"
17 Aug 2010 What’s on Your Phone? Is Your Cell a Friend or Foe?
13 Aug 2010 Members Only August Social
28 Jul 2010 Launching Your Consulting Career: Choosing a Business Type
23 Jul 2010 Members Only Networking Event
28 May 2010 Semi-Annual Consulting Alliance Planning Breakfast
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