News & Resources

Annually, we host our State of the Firm meeting in which the entire firm comes together to reflect on our past year and look forward to the next. Similar to last year, to allow team members to connect in the way they preferred, we held the event with a hybrid platform. Our theme for the event, Building to Connect, was driven by the messages from Managing Partner, Scott Kaplowitch and Chief Operating Officer, Michelle Walsh, an overview of investments made in the firm, our strategy to keep our systems and people connected in the upcoming year, and the work of our committees and the ways they plan to bring the team together next year.

The event started with some welcome remarks from Scott. He shared his gratitude to our team members for continuing to provide exceptional client services, despite facing these challenges. Michelle then followed with a summary of operational investments that the firm has made in 2022 and how we will build on those in 2023.

The Partners of Edelstein then joined the stage for our, ‘Pulse of the Partners’ session. Scott asked our Partner group questions including what were their goals for 2023?, what challenges did they face in 2022?, and what success have they seen working in a hybrid environment. We then transitioned into a ‘Power Hour’. This included updates from our committees, how our departments are working together, creative growth strategies, and ways our team delivered exceptional client service.

We celebrated work anniversaries, the promotions of Dan Hegner, Elissa Dukeshire, Jonathan Liff, Kristen Leccacorvi, and Wendy McSheffrey, and commemorated the retirement of Mary Zelek. We followed up our meeting with a snack break before starting our Community Service activity with Building Impact.

Edelstein team members worked with Building Impact to create Holiday Gift Bundles for Plummer Youth Promise. We donated 100 bundles that included decorating a gift box, a gift card holder, a gift bag, hoodie, journal, wallet, gift card, Bluetooth headphones, and a clip on light. The activity included a video that educated us on Plummer Youth Promise and as well as an ice breaker activity in groups.

Edelstein is energized and eager to keep building to connect with our team, our clients, and our friends of the firm.