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TAB Hudson Valley

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Jo-Ann DiSantis

CEO/Founder

TAB Hudson Valley, New York

Running a business can be rewarding—but also isolating. That’s where The Alternative Board (TAB) comes in. TAB connects business owners, CEOs, and key leaders in non-competing industries to exchange insight, accountability, and proven strategies for sustainable success.

In Hudson Valley, New York, Jo-Ann DiSantis has become a trusted resource for entrepreneurs who want to strengthen their leadership, sharpen their strategy, and grow their businesses with confidence.

Jo-Ann brings more than two decades of experience, helping business owners turn vision into execution through TAB’s peer advisory boards and executive coaching programs.

What is The Alternative Board?

TAB members join small, confidential groups of peers to discuss challenges, share insights, and hold one another accountable. Each group is guided by a certified TAB facilitator like Jo-Ann DiSantis, who ensures every session produces practical solutions and strategic clarity.

Business Builder's Advantage

  • Monthly Peer Advisory Board Meetings | Gain diverse perspectives from fellow business owners who understand your challenges.

  • One-on-One Executive Coaching | Work privately with Jo-Ann to set goals, prioritize actions, and navigate complex leadership decisions.

  • TAB's Blueprint | Develop a strategic blueprint for focused execution, hosted on our exclusive platform to track strategy with structure and flexibility as your business evolves.

  • StratPro | Finally unlock your leadership team’s potential by aligning your top performers around a shared vision, clear priorities, and disciplined execution.

  • HI-MAP Implementation | Build strong leaders with structured, focused, real-world training that strengthens skills, confidence, communication, and leadership capacity.

TAB members in Hudson Valley consistently report stronger leadership alignment, healthier company cultures, and more sustainable growth.

TAB Hudson Valley: Helping Business Owners Lead with Clarity

TAB Hudson Valley serves entrepreneurs and CEOs throughout a diverse and dynamic region, including:

  • Saugerties 

  • Newburgh  
  • Kingston 

  • Rhinebeck 

  • New Paltz  

  • Poughkeepsie

Each TAB board brings together leaders from different industries and stages of growth. That diversity fuels better conversations, fresh thinking, and insights that members rarely encounter within their own industry circles.

Why Join a Peer Advisory Board in Hudson Valley?

Overcome the Isolation of Leadership

Leading a business can feel lonely. TAB provides a confidential, trusted environment where leaders connect, collaborate, and support one another.

Gain Fresh, Objective Insight

Each board is made up of leaders from different industries, ensuring unbiased perspectives and creative problem-solving.

Build Accountability and Execution

Monthly goal-setting and progress reviews create momentum—and ensure plans don’t stall at the idea stage.

Work with a Coach Who Understands the Region

Jo-Ann blends TAB’s global framework with a deep understanding of Hudson Valley, New York business environment, helping leaders focus on what matters most: people, process, and purpose.

About Jo-Ann DiSantis

Certified Business Coach & Lead Facilitator, TAB Hudson Valley

For nearly 30 years, Jo-Ann DiSantis built a distinguished career leading teams and transformational change in global financial services companies including Morgan Stanley and Prudential Financial. Her work centered on building highly effective teams to provide innovative solutions that transformed the business.

Jo-Ann has held senior leadership positions, where she was responsible for technology strategy, team development, and innovation. Her leadership style blends strategic planning with a passion for helping businesses and teams reach their full potential.

Her expertise includes:

    • Leadership development
    • Organizational alignment & accountability
    • Team performance
    • Strategic planning and execution
    • Innovation & Technology transformation

Jo-Ann’s commitment to her clients and connections to the community make TAB Hudson Valley the steady presence and trusted partner for leaders who want strategic insight, stronger teams, and sustained success.

Member Success

I joined The Alternative Board when my business was just two years old. It’s one of the best business decisions I’ve ever made. TAB saved me thousands of dollars in rookie mistakes.  Through my TAB board, I’ve gained confidence in my business skills as well as my creative skills. Whether you’re building a company and need to do it right or taking a growing company to the next level, you should engage with TAB.

Rachel Clemens
Mighty Citizen
TAB has without doubt added to my business and personal bottom line. Some of the key initiatives I am driving right now came directly from ideas generated by the board. TAB will help any ambitious business leader find out that you don’t know what you don’t know.
Matthew Briggs
Four Hands
As a TAB member, I’ve learned the proper procedure for terminating a staff person. I have also been given insight into many business decisions that have helped me properly direct the business. TAB is the consulting backbone for small business.”
Ted Reynolds
TEAM Funding Solutions
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