Overview
How Smart Technology Helps You Predict the Future of F&B
Artificial intelligence is having tangible effects in the way food & beverage companies do business. At a time when the industry is facing challenges in efficiency, profits, and supply chain interruptions, customers are looking for more engaging and efficient experiences. More and more F&B companies are looking at smart technology, like AI and machine learning, to modernize their systems, help overcome operational obstacles, and increase profitability.
Smart technology can help both small and large businesses in tangible ways:
- Consumer engagement, both on-premise and digital
- Inventory forecasting
- Supply chain improvements
- Product and packaging advancements
- Quality control, from back-of-house to front-of-house
- Predictive data analytics
How can F&B companies get ahead of the curve when it comes to implementing technology in their operations? Join us at the 2023 Marcum NYC Food & Beverage Summit.
Agenda
Registration, Networking, Cocktails, Gourmet Food
It’s the room where it happens, to borrow from our Broadway friends. Network with others in the industry to spur collaboration, gain insights, and forge relationships.
In addition, visit and cast your vote for your favorite exhibitor at the Innovative Emerging Company Showcase, where up-and-coming F&B companies display their products, offer food tastings, and demonstrate their differentiation as they make valuable connections.
Panel Discussion: How Smart Technology Helps You Predict the Future of F&B
Artificial intelligence is having tangible effects in the way food & beverage companies do business. At a time when the industry is facing challenges in efficiency, profits, and supply chain interruptions, customers are looking for more engaging and efficient experiences. More and more F&B companies are looking at smart technology, like AI and machine learning, to modernize their systems, help overcome operational obstacles, and increase profitability.
Find out how F&B companies can get ahead of the curve when it comes to implementing technology in their operations?
After the panel, we will announce the results from the Showcase and award the 2023 Most Innovative F&B Company.
Speakers
Moderator
Louis Biscotti
Louis Biscotti is the national leader of Marcum’s Food and Beverage Services group. He has been an entrepreneurial leader in accounting for over 40 years.
Mr. Biscotti has focused his efforts on improving his clients’ growth and profitability and has guided many companies in their development from small emerging entities into organizations worth hundreds of millions of dollars. While his clients represent a variety of industries, he is particularly well known for his work in manufacturing and distribution, especially with food and beverage companies.
Louis Biscotti
Louis Biscotti is the national leader of Marcum’s Food and Beverage Services group. He has been an entrepreneurial leader in accounting for over 40 years.
Mr. Biscotti has focused his efforts on improving his clients’ growth and profitability and has guided many companies in their development from small emerging entities into organizations worth hundreds of millions of dollars. While his clients represent a variety of industries, he is particularly well known for his work in manufacturing and distribution, especially with food and beverage companies.
Mr. Biscotti’s multi-disciplinary background as a CPA with an MBA that includes an advanced study in manufacturing, systems analysis, management consulting, strategic planning and technology, and his designation as a CITP (Certified Information Technology Professional), has earned him national recognition as an accounting and business management specialist.
He is a frequent lecturer and published author on various financial and business topics. He contributes a monthly column to Forbes, on the food and beverage industry. His expert advice has also appeared in both national and local publications such as The Wall Street Journal, Newsday, Long Island and New Jersey Business News, Supermarket News, and Food Dive. He is a featured panelist and speaker at local and national events, including the WCBS Annual Small Business Breakfasts, Bloomberg Radio, and the Capital Roundtable series.
Mr. Biscotti founded a series of best practice forums for food and beverage companies, which attract nearly 500 senior executives annually, as well as an annual food and beverage survey. He has been honored several times in “Who’s Who in Accounting” in Long Island Business News.
An active member of many local chambers of commerce, Mr. Biscotti served as a trustee for the Foundation for Accounting Education and was a board member of the New York State Society of Certified Public Accountants (NYSSCPA). He is a former president of the Accounting Circle and an Executive Advisory Board member of St. John’s, his alma mater, and Molloy College. He also serves on the advisory boards for many of his clients, where the cumulative experience of his 40 years in practice and work with nearly 1,000 companies gives those clients an invaluable edge.
Panelists
Brian Choi
Brian Choi is Managing Partner and CEO of The Food Institute, the leading source for food industry news, data, and market trends. The Food Institute is the “Bloomberg of the food industry” offering the very best of B2B multimedia content, including news, podcasts, digital video, webinars, reports, and live programming.
Brian is also an experienced financial executive in the food and agricultural industries. Earlier in his career, he served as VP of Finance and Business Development at Woerner Holdings, LP, a single-family investment office focused on private equity investments in the food, beverage, and agricultural industries.
Previous to Woerner Holdings, Brian worked at Ernst & Young, Lehman Brothers and Goldman Sachs. Brian currently serves as an Advisory Board Member of the Rutgers Food Innovation Center.
Waqqas Mahmood
Waqqas Mahmood is a director in Marcum Technology’s Strategic IT Consulting group. He has been in the innovation space for almost two decades, helping organizations architect their digital future. Mr. Mahmood believes in creating a culture of innovation that nurtures new technologies and media that promote powerful and engaging solutions. He has a strong background in digital product management, human-centered design, and business transformation.
Waqqas Mahmood
Waqqas Mahmood is a director in Marcum Technology’s Strategic IT Consulting group. He has been in the innovation space for almost two decades, helping organizations architect their digital future. Mr. Mahmood believes in creating a culture of innovation that nurtures new technologies and media that promote powerful and engaging solutions. He has a strong background in digital product management, human-centered design, and business transformation.
Mr. Mahmood brings to Marcum a solid understanding of structured strategy consulting from his experiences in the digital advisory practices at “Big 4” accounting and other national professional services firms. Mr. Mahmood has advised clients on digital strategy, IT modernization, customer experience, business process optimization and innovation, and has influenced mission-critical decisions by demonstrating strategic business needs and areas for operational performance improvement. He has hands-on technical program management experience and a solid track record of collaboration with colleagues, technology vendors, and partners.
Carlos Olea
Carlos Olea is Chief Financial Officer for The Howard Hughes Corporation, with direct oversight of the company’s accounting, technology and innovation, investor relations and risk management.
Mr. Olea joined HHC in 2017 and was named Chief Accounting Officer in 2019, overseeing the financial accounting strategy for the company’s portfolio during a time of outstanding growth. Prior to joining HHC, Mr. Olea served as Chief Accounting Officer at Carr Properties, a Washington, D.C.-based owner-operator and developer. Previously, he was a Senior Manager with the Advisory Services practice of Ernst and Young and a Director of Technical Accounting and Financial Reporting with AvalonBay Communities in Arlington, Virginia.
Mr. Olea has a Master’s in Real Estate degree with a concentration in finance from Georgetown University, and a B.S. in Accounting and Finance from ITESM, in Mexico.
Sponsors
Conference Opening Sponsor
Panel Sponsor
Bruderman Advisory Group
Bruderman Advisory Group offers holistic advisory services, ranging from best-in-class sell-side and buy-side M&A advisory services to capital raising and strategic consulting services. We strive to accomplish an outcome that is best for a business and its shareholders. With our vast transaction experience and the operating experience of our senior bankers, we know well that one size does not fit all, and we understand situation specific factors that motivate and drive our clients to engage in a transaction.
At Bruderman Advisory Group, we work for business owners, not businesses. Accordingly, we strive to understand the personal and familial needs of the business owner, in addition to the needs of the company, when determining the most appropriate solution. Being a generational family business ourselves allows us to provide rare and differentiated advice about these nuances.
Cocktail Sponsors
IDB Bank
With over $11 billion in assets and over 70 years of continuous service, IDB Bank is a New York State-chartered full-service bank, a member of the FDIC, and the largest Israeli bank operating in the U.S. Headquartered in Manhattan, IDB operates branch offices in Brooklyn, NY, Staten Island, NY and Short Hills, NJ, and branches in Southern Florida and Southern California. The bank offers a full-service lending platform for private and commercial banking, trade services and deposit products to U.S.-based and international clients. Its areas of expertise include Middle Market, Asset Based and Commercial Real Estate Lending, Factoring, Trade Finance, Apparel and Consumer Products, Healthcare, Food and Beverage, High-Tech, Education and Non-Profit sectors.
Planful
Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,300 customers, including 23andMe, Bose, Boston Red Sox, Five Guys, and Zappos, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm.
White Oak Commercial Finance
At White Oak, we understand the unique challenges facing small to middle market enterprises in varying economic and business cycles.
Founded in 2007, White Oak Global Advisors, LLC is an SEC-registered investment advisor and private credit firm that provides small and middle market businesses with term loans, asset-based loans, invoice factoring, trade finance, equipment financing and treasury management. With over $8 billion of capital invested in over 500 companies throughout the U.S., Canada, and Europe, we understand the unique challenges facing small and middle market businesses and we offer a full suite of flexible lending products and services to meet all of your commercial requirements.
Our mission is simple: “financing good businesses run by strong management that have good ideas, products and services.” Our hope is to work together to finance opportunities that can make our world a better place today and for generations to come. Headquartered in San Francisco, White Oak and its affiliates have grown to over 420 professionals with offices worldwide including New York, London, Chicago, Los Angeles, Denver, Atlanta, Charlotte, Boca Raton, Maryland, Australia, Scotland, Wales and Manchester.
Food Sponsor
East West Bank
East West Bank provides financial services that help customers reach further and connect to new opportunities. East West Bancorp, Inc. is a public company (NASDAQ: “EWBC”) with total assets of $68.5 billion. The company’s wholly-owned subsidiary, East West Bank, is the largest independent bank headquartered in Southern California, and operates over 120 locations in the United States and in Asia. We deliver strategic credit solutions geared to streamline operations and facilitate growth. Our cross-border banking platform and unique value-added services help companies navigate the financial, regulatory, and cultural nuances of doing business between the US and Asia. Whether it’s setting up accounts, sending and receiving payments, getting export/import loans, securing trade finance services, or hedging foreign currency risk, you can count on us to deliver swift and scalable execution every step of the way.
Contributing Sponsors
Citizens Bank
Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, offering a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. Citizens helps its customers reach their potential by listening to them and by understanding their needs in order to offer tailored advice, ideas and solutions. Consumer Banking products and services include a full range of banking, lending, savings, wealth management and small business offerings. In Commercial Banking, Citizens offers a broad complement of financial products and solutions, including lending and leasing, deposit and treasury management services, foreign exchange, interest rate and commodity risk management solutions, as well as loan syndication, corporate finance, merger and acquisition, and debt and equity capital markets capabilities.
Dime Community Bank
Headquartered in Hauppauge, New York, Dime Community Bank (“Dime”), has over $12.3 Billion in assets and operates 59 convenient locations from Montauk to Manhattan. Dime is committed to providing exceptional service, the latest in technology and an experienced, dedicated team to help customers achieve their financial goals. The Bank offers a full range of products and services for businesses and consumers. Title insurance services are offered through Dime’s wholly owned subsidiary, Dime Abstract. Dime Financial Services Inc., a wholly owned subsidiary of Dime, offers financial planning and investment consultation. Dime also has a rich tradition of involvement in the community by supporting programs and initiatives that promote local business, the environment, education, healthcare, social services and the arts.
Farrell Fritz
Farrell Fritz is a full-service regional law firm with approximately 80 attorneys in five offices, dedicated to serving closely-held/privately-owned/family owned businesses, high net worth individuals and families, and nonprofit organizations.
Farrell Fritz attorneys take prominent, active roles in scores of business, legal and philanthropic organizations; numerous are recognized regionally or nationally as leaders in their fields. The firm is well known for its pro bono work, board involvement, volunteer service and substantial financial support of local community organizations.
The firm’s attorneys have built a reputation for their responsiveness, practical advice, high quality legal services and thought leadership. Farrell Fritz handles legal matters in the areas of bankruptcy and restructuring; business divorce; commercial litigation; construction; corporate and finance; emerging companies and venture capital; employment law; environmental law; estate litigation; healthcare; land use and zoning; New York State Regulatory and Government Relations; not-for-profit law; real estate; tax planning and controversy; tax certiorari, and trusts and estates.
Moritt Hock & Hamroff
Moritt Hock & Hamroff is a full-service, AV-rated, business law firm with 4 offices and more than 85 attorneys who provide a wide range of legal services to businesses, corporations and individuals worldwide. The firm has extensive experience in virtually all disciplines of law affecting businesses and the people who own them including: bankruptcy, corporate, M&A and securities, employment, healthcare, intellectual property, sports law, litigation, not-for-profits, real estate, tax, and trusts and estates. The firm is also nationally recognized for its ‘cutting edge’ sophistication in the fields of: equipment leasing, financial services and lending, creditor’s rights, business succession and estate planning for high net worth individuals, as well as privacy, licensing and branding.
Peapack-Gladstone Bank
Founded in 1921, Peapack-Gladstone Bank is a commercial bank that offers a client-centric approach to banking, providing high-quality products along with customized and innovative wealth management, private banking, investment banking, commercial and retail solutions. Peapack Private, a division of the Bank, offers comprehensive financial, tax, fiduciary and investment advice and solutions, to individuals, families, privately held businesses, family offices and not-for-profit organizations, which help them to establish, maintain and expand their legacy. Together, Peapack-Gladstone Bank and Peapack Private offer an unparalleled commitment to client service.
Podium Sponsor
HUB International
HUB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 15,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.
WIFI Sponsor
Capital One
Capital One ® Financial Corporation is one of the world’s largest financial organizations, holding more than $310 billion in deposits and $425 billion in total assets. With offices, branches and operating units nationwide, Capital One offers a broad spectrum of financial services to retail and commercial customer, including banking, lending, treasury management, capital markets, private wealth management, and much more.
Sponsorships
To secure your sponsorship or inquire about other sponsorship opportunities, please contact:
Flo Federman, Marketing Director, Marcum LLP
[email protected] or 631.414.4299
Conference Opening Sponsor $7,500
(SOLD)
- Welcoming remarks and company introduction on stage at onset of conference
- Four tickets to the event*
- Full page ad in program
- Goody bag insert
- List of attendees
- Prominent recognition on conference website, program, event signage, post-event publicity
Panel Sponsor $7,500
(SOLD)
- Company introduction on stage, introduction of panelists
- Four tickets to the event*
- Full page ad in program
- Goody bag insert
- List of attendees
- Prominent recognition on conference website, program, event signage, post-event publicity
Innovative Emerging Sponsor $7,500
(Limit One)
- Company introduction on stage, announcement of Innovative Emerging Company winner
- Four tickets to the event*
- Full page ad in program
- Goody bag insert
- List of attendees
- Prominent recognition on conference website, program, event signage, post-event publicity
Cocktail Sponsor $5,000
- Two tickets to the event*
- Company logo prominently displayed during cocktails
- Half page ad in program
- Goody bag insert
- List of attendees
- Recognition on conference website, program, signage, post-event publicity
Food Sponsor $5,000
- Two tickets to the event*
- Company logo prominently displayed at all food stations
- Half page ad in program
- Goody bag insert
- List of attendees
- Recognition on conference website, program, signage, post-event publicity
Contributing Sponsor $2,500
- Two tickets to the event*
- Quarter page ad in program
- Goody bag insert
- Recognition on conference website, program, signage, post-event publicity
Podium Sponsor $2,000
(SOLD)
- Two tickets to the event*
- Your logo prominently displayed on the podium, in full view throughout event
- Goody bag insert
- Recognition on conference website, program, signage, post-event publicity
WIFI Sponsor $2,000
(SOLD)
- Two tickets to the event*
- Wifi signage with your logo prominently displayed throughout event
- Goody bag insert
- Recognition on conference website, program, signage, post-event publicity
Other Advertising Options
ADS DUE DATE: Please submit all ads (color PDF) by August 18, 2023 to Flo Federman.
Quarter Page Ad $300
2.375″W x 3.875″H
Half Page Ad $500
5″W x 3.875″H
Full Page Ad $750
5″W x 8″H
* Receive one additional complimentary ticket for every 2 registered food & beverage executives you invite
Vendors/Nominees
Most Innovative Emerging F&B Company
During the cocktail reception of Marcum’s Food & Beverage Summit, we will feature an Innovative Emerging Company Showcase. Up-and-coming F&B companies display their products, offer food tastings, and demonstrate their differentiation. Attendees will cast their votes for their favorite exhibitor, who will win a $2,500 prize and bragging rights as the Most Innovative Emerging Company.
This year's nominees are:
Baking Coach
Baking Coach is a Baking Entertainment Company. We offer Baking Activity Kits and delicious ready-eat baked cookies! We also provide in-person baking and cake decorating workshops, private lessons, and private baking or cooking events.
Baking Coach creates unique Baking Activity Kits, including our Patent-Pending Edible Cookie Dough Baking Activity Kits in 3 fab flavors: Chocolate Chip, Oatmeal Cookie and Birthday Sprinkle. Our Baking Activity Kits include most pre-measured ingredients to get your bake on and all come with a link to a video where the Baking Coach will teach you and walk you step-by-step through the process. Unlike other baking kits you still get to enjoy the baking process but we cut to the good parts by cutting out a lot of the measuring, guessing and kitchen mess!
Baking Coach believes that the best ingredients, environment and creativity are all part of the perfect recipe. We intentionally seek out the highest quality ingredients for our products!
Bare Life
Bare Life’s story began in a doctor’s office. Many doctor’s offices in fact. After experiencing constant exhaustion, migraines, joint aches and extreme pain after eating, founder, Ali Lazowski, needed answers. Following years of searching, she finally discovered that she lives with several chronic illnesses and that eating allergen friendly foods made a huge difference in how she felt. Unfortunately, the few foods she found that worked for her lifestyle didn’t taste good and most importantly didn’t fit all of her dietary needs. So, she decided to create foods that changed that! And that’s how Bare Life was born. Now everyone can enjoy Bare Life’s delicious, award winning, easy-to-enjoy, organic, plant-based, and gluten free hot chocolate and frozen hot chocolate!
In just over 4 short years since Bare Life launched their award-winning hot cocoa, their hot cocoa now graces the shelves of over 140 locations across 20 states, including Whole Foods in New England and ShopRites in NJ and CT. Bare Life’s hot cocoa also debuted on Amazon as the top new hot cocoa. Bare Life has also been a regular on QVC, being featured 8 times on QVC’s video streaming shopping service and commerce streaming platforms. Plus we were named the SBA’s 2022 Connecticut Microenterprise of the year!
Harlem Baking Company
It all began during the pandemic in 2020 when we had to shift our restaurant operation to 100% delivery. We were already set up for delivery when it came to pizzas, pastas and salads but not our desserts. Our restaurant patrons started asking us for our popular Original Cheesecake, to be put in to-go containers but unfortunately our creamy cheesecake did NOT travel well and turned into a gooey mess once our customers got around to eating them at home! We started to brainstorm ideas of how to make it more “to-go friendly” without compromising the integrity of the desserts, and finally decided to start baking it in reusable and sustainable glass jars and the Harlem Baking Company was born. The response to our desserts being served in the glass jars was so overwhelming positive that even after our operations returned to pre-covid conditions we continued to make and serve our desserts in the elegant and sustainable glass jars. Now we proudly have 7 flavors in our portfolio and regularly create seasonal specials throughout the year. We distribute our jars to local grocery stores and restaurants.
Harlem Baking Company is a small family, veteran owned business.
Jamaica Choice Foods, LLC
Jamaica Choice Foods, LLC and it’s brand NormDe is an innovative Jamaican Cuisine Company. The first of its kind in the United States to offer frozen Jamaican meals. The concept of the food is eating healthier in smaller portion sizes. With no MSG and all meals under 500 calories, Halal Goat & Oxtail are the hallmarks of our food.
Mojo Cacao
Mojo Cacao isn’t just a chocolate brand—it’s a symphony of innovation, a dance of flavors, and a journey into the beautiful, sustainable future of sweet plant-based chocolate indulgence.
Imagine a world where every bite of chocolate doesn’t just ignite your taste buds but also fuels your body with wholesome, plant-based goodness.
This is what we’ve created at Mojo Cacao. We’ve dared to break free from the constraints of traditional chocolate making, fusing nutritional benefits with decadence. Our chocolates are a celebration of health and hedonism, creating a guilt-free escape into sweet serenity.
O'ts Cookies
Consumers are seeking out new and different flavors from around the globe. However, cookies, and particularly oatmeal cookies, have not caught up with the endless global options in savory foods. When we realized that we’ve been eating the same oatmeal cookies for 100 years it seemed clear it was time for something new. To fill that white space, we’ve taken a familiar dessert – the humble oatmeal cookie – and infused it with delicious and exotic flavors from around the world. O’ts are a contemporary take on the classic oatmeal cookie made with minimally processed and thoughtfully sourced ingredients. O’ts is women owned and operated and our delicious cookies are kosher dairy certified and available online, in select farmers markets on Long Island, and in 80 independent specialty markets in Manhattan, Brooklyn, Queens, Bronx, NJ, and Philadelphia
Real Cookies
Real Cookies is a Greenwich, CT-based cookie brand that was launched in August 2021 by long-time friends Lauren Berger and Marla Felton. The two, who both have family members with food sensitivities, often struggled with coming up with desserts that satisfied everyone at their tables. This, along with their love for cookies, inspired their mission to come up with both healthy and delicious cookie recipes that everyone would crave and enjoy. Real Cookies are made with only clean, real and thoughtfully sourced ingredients such as almond and coconut flour, pure maple syrup, vanilla, real fruit and dark chocolate. They are gluten-free, grain-free, dairy-free, vegan, kosher, and paleo-friendly, and come in a variety of mouth-watering flavors including classic chocolate chip, peanut butter chocolate chip, and fresh lemon blueberry. A semi-soft cookie with a slightly crispy edge and that gotta-have-it flavor you know and love. Winner of the 2022 and 2023 Good Housekeeping Snack Award for “Best Grain-Free Cookie” and “Best Mini Cookie” respectively. Real Cookies distributes nationally.
Responsible Foods
Responsible Foods is a young Icelandic food innovation start-up driven by its mission to disrupt healthy snacking. We use the finest authentic Icelandic dairy, seafood, and Icelandic ingredients combined with a revolutionary rapid minimal drying technology run 100% on sustainable green energy. We are elevating protein snacking to the next level, to create one of a kind popped, convenient shelf-stable cheese and seafood snacks under the brand Næra™. All products are minimally processed and not baked, air dried, freeze-dried or fried. Næra™ (Nye-rah) which means to nourish in Icelandic, is an inspired way to snack, so that you are not just feeding your body, you are feeding your soul. We are authentic, premium Nordic Snacks that are tasty, sustainably made, protein packed, and Iceland born.
Richard's Rainwater
From cloud to bottle, Richard’s Rainwater produces the world’s only net-positive bottled water, leaving a collective positive impact on the planet and in our communities. Drop-for-drop, Richard’s infuses more water into the drinking system than any other drinking water source. Richard’s Rainwater was the first and remains the only nationally distributed bottled still and sparkling rainwater in the U.S. Richard’s Rainwater prioritizes the water you drink. Using proprietary technology to tap the clouds and the sky’s infinite water supply, Richard’s Rainwater captures water from the most renewable source of water on earth in a net positive process.
Sibahle Teas
Sibahle Teas is a loose-leaf tea company that prioritizes its customers’ health by providing premium quality teas directly sourced and imported from smallholder farms in Africa. The name “Sibahle” (pronounced See-Bah-Clay) originates from the Zulu language and means “We Are Beautiful”. Our mission is to introduce the rich flavors and diverse cultural experiences of Africa to a wider audience while ensuring that local communities on the continent are compensated and empowered. Each of our tea blends captures the essence of Africa and takes you on a cultural journey with every sip. We offer only the finest handpicked leaves that produce teas that are bold, rich in flavor, aromatic, and naturally sweet. Our teas are named as affirmations to promote wellness and encourage customers to make the S.W.I.T.C.H; to Start With Incredible Tea and Change Habits. We do not add candied fillers or sugars to our teas, nor do we include thirty ingredients that barely fit on a spoon. Instead, we focus on whole-leaf single-origin orthodox teas and invite customers to simply taste the leaf.