Who We Are

Corporate Performance Consultants, Inc. has served Family-Owned Businesses since 1986 specializing in the areas of Organizational Development, Management & Communication Training, Executive Coaching, Family Mediation & Counseling, and assessing and selecting leadership talent. Along with Financial Forums, Inc., we offer seminars, workshops and conferences for both professional and consumer audiences, designed to address multi-generational financial issues that affect every family member at various critical stages in their lives. We also offer consulting services for individual family businesses, helping people create "The Family Meeting" as a means of developing a collaborative approach to succession planning. We address financial and personal needs holistically--before they become a crisis--helping to relieve stress on family members, while providing options and strategies to meet the challenges facing them.

Ellen Cooperperson, President and Founder of Corporate Performance Consultants, is committed to empower and enable organizations to generate extraordinary business results. Ellen is a dynamic communicator who has led groups and coached high-level executives of multi-national organizations for more than 25 years. Growing up in a family business environment herself, she provided the foundation for her outstanding achievements with hundreds of family-owned businesses. Ellen has a unique ability to interpret and then simplify complex business issues and deliver innovative learning solutions that speed up alignment, understanding and the launch of new strategies. Among Ellen’s numerous honors is being the recipient of the American Society for Training and Development awards for “Best in Training” and “Excellence in Organizational Transformation." Articles about Ellen have appeared in numerous local and national publications including The New York Times, Newsweek, Time, Newsday, Long Island Business News and the Wall Street Journal. She has appeared as a guest on CNBC, News12, WCBS News, WABC and numerous talk radio shows.

Dr. Charles L. (Chuck) Sodikoff, Senior Consultant with Corporate Performance Consultants, has specialized in training and developmental assessments for over 30 years. A licensed industrial and organizational psychologist, Chuck also brings a special expertise to managing family-owned businesses. In the 1980s, he founded his own practice, Family Business Consultants which later merged with CPC. In the 1990s, Chuck was a Senior Vice President with Drake Beam Morin, a leading human resources consulting firm. He has appeared on nationwide television and has been quoted in major popular magazines. Chuck has served on the Board of the Center for Family Research.

Henry Montag, Principal of Financial Forums, is a Independent Certified Financial Planner as well as a CLTC. Henry has been in practice since 1976. Over the years he has developed a wide expertise in understanding clients' goals and needs, coordinating them with their assets, as well as the variety of financial products available in the changing market. Henry has lectured extensively to organizations such as the New York State Bar Association and the New York State Society of CPAs. An advisor to the Center for Intergenerational Policy and Practice at Dowling College, he has also spoken to national organizations such as the American Association of Individual Investors and the Whitehouse Conference on Aging and the American Society on Aging. Henry has been quoted in numerous publications, including The Wall Street Journal, Investor's Business Daily and Newsday, and has appeared as a guest on Fox News, News 12 and many radio shows.

Ronald E. Roel, Principal of Financial Forums, is a veteran writer who specializes in aging, financial literacy and retirement planning issues. Over nearly 20 years, Ron held various positions at Newsday, including Special Writer on workplace issues, Deputy National Editor, Real Estate Editor, and Editor of the Act 2 Retirement section. Ron remains a regular contributor to Act 2, as well as a member of the Steering Committee Member of the Long Island Youth Summit at Dowling College, and an advisor to the Center for Intergenerational Policy and Practice at Dowling. He has been a frequent participant and speaker in regional conferences and workshops, including Vision Long Island; Gerontology Professionals of Long Island; and Nassau-Suffolk region of the New York State Public Health Association.