CPA

Melo LLP completes bold expansion into Toronto

Retrieved on: 
Donnerstag, Mai 9, 2024
CPA, Greater Toronto Area, Accounting, SRC, GTA

In acquiring SRC – a highly regarded audit, accounting and tax firm – the Melo group has found a likeminded partner that will enable it to tap into a wealth of new business opportunities in the Greater Toronto Area (GTA).

Key Points: 
  • In acquiring SRC – a highly regarded audit, accounting and tax firm – the Melo group has found a likeminded partner that will enable it to tap into a wealth of new business opportunities in the Greater Toronto Area (GTA).
  • "Through our entrepreneurial drive and focus on service excellence, we have become a significant business advisory name in the Southwestern Ontario market, so expansion into the GTA is a natural and logical progression for us," says Jason Melo, Chairman & Founding Partner.
  • Working directly with Melo's senior leadership, Chasson Sone will spearhead the expansion of the Melo brand in the GTA.
  • We are excited about this transformative opportunity to begin the next chapter of our journey with Melo.

Plenty Launches to Help Modern Couples Build Wealth Together: Unique Yours/Mine/Ours Approach Makes Money Management Multiplayer

Retrieved on: 
Donnerstag, Mai 9, 2024
Interplay, Walmart, Personal Capital, Map, Collaboration, Fintech, Betterment, Retirement, CPA, Homebase, CFA, Intuit, Millennials, SAN, YNAB, APY, Bank

SAN FRANCISCO, May 9, 2024 /PRNewswire-PRWeb/ -- Today, Plenty, a wealth-building platform that helps couples invest and plan for their future together, makes its public debut after a successful year-long invite-only program. With 60% of millennials now partnered, Plenty's multiplayer money management allows a flexible "Yours/Mine/Ours" approach to wealth-building, from cash flow management to goals planning and long-term, values-based investing. Plenty was founded by fintech veterans and newlyweds Emily Luk and Channing Allen to fill the void they discovered when they looked for a tool to serve their combined need.

Key Points: 
  • With 60% of millennials now partnered, Plenty's multiplayer money management allows a flexible "Yours/Mine/Ours" approach to wealth-building, from cash flow management to goals planning and long-term, values-based investing.
  • "Today's couples expect easy collaboration, affordable prices, and are savvy enough to know that there are better investment products out there.
  • "The landscape of traditional financial planning or single-player fintech just doesn't work for couples like us.
  • Today's couples expect easy collaboration, affordable prices, and are savvy enough to know that there are better investment products out there.

Quaker Houghton Announces CFO Transition

Retrieved on: 
Donnerstag, Mai 9, 2024
Corporate finance, CFO, Polaris Inc., Information technology, CPA, Consumables, KWR, CFA, Chartered Financial Analyst, Boston Scientific, Certified Public Accountant, Growth, Management

CONSHOHOCKEN, Pa., May 9, 2024 /PRNewswire/ -- Quaker Houghton ("the Company"; NYSE: KWR) announced today that it has appointed Tom Coler as Executive Vice President and Chief Financial Officer effective June 10, 2024.

Key Points: 
  • CONSHOHOCKEN, Pa., May 9, 2024 /PRNewswire/ -- Quaker Houghton ("the Company"; NYSE: KWR) announced today that it has appointed Tom Coler as Executive Vice President and Chief Financial Officer effective June 10, 2024.
  • Mr. Hostetter will remain at the company through August 4, 2024, to ensure an orderly transition.
  • He has demonstrated success as a CFO as well as in various financial leadership roles at both public and private companies.
  • While at Quaker Houghton, Shane has improved our strong financial foundation, advanced our strategic initiatives, and helped to further unlock our growth potential.

TTM Technologies, Inc. Appoints Wajid Ali to Board of Directors

Retrieved on: 
Donnerstag, Mai 9, 2024
AMD, TTM, Business administration, Aerospace, Information technology, Retirement, Wajid, CPA, Controller, Senior, Audit committee, Defense, Chartered, RF, York University, Synaptics, CMA, Management

Mr. Ali succeeds outgoing Class I director Dr. Dov S. Zakheim, who retired on May 8, 2024, pursuant to the TTM Corporate Governance Guidelines that prescribes a mandatory retirement for directors at the age of 75.

Key Points: 
  • Mr. Ali succeeds outgoing Class I director Dr. Dov S. Zakheim, who retired on May 8, 2024, pursuant to the TTM Corporate Governance Guidelines that prescribes a mandatory retirement for directors at the age of 75.
  • Mr. Ali is a seasoned public company executive with over 20 years of experience in the technology industry.
  • Mr. Ali is expected to serve on the Audit Committee of the Board.
  • Mr. Ali also held key financial management positions at AMD and ATI, overseeing the finance functions for large business groups.

FloQast Supercharges Compliance Management Solution with New Features Supporting Diverse Compliance Frameworks

Retrieved on: 
Donnerstag, Mai 9, 2024
Continuity, Internal, ROI, Automation, Revenue cycle management, GDPR, Variety, Risk, Comprehension, Controller, Risk management, ISO, Workflow, SOC 2, CPA, Documentation, RCM, SOC, GRC, Risk assessment, SOX, Accounting, PBC, CFOS, Audit

FloQast Compliance Management and these latest enhancements address these issues by centralizing compliance management from risk assessment and control design to execution, testing, remediation, and optimization.

Key Points: 
  • FloQast Compliance Management and these latest enhancements address these issues by centralizing compliance management from risk assessment and control design to execution, testing, remediation, and optimization.
  • FloQast’s enhancement of FloQast Compliance Management provides CFOs and Controllers with more cost-effective programs and peace of mind during audits."
  • Enhanced FloQast Compliance Management capabilities include:
    Proactive Management of the Risk Assessment Process: FloQast Compliance Management offers a solution beyond spreadsheets, safeguarding data integrity for compliance documents.
  • FloQast Compliance Management offers custom fields, enabling tailored solutions for multi-framework compliance programs, leading to faster ROI and cost savings.

Pathfinder Bancorp, Inc. Announces the Retirement of Chief Financial Officer and Names Successor

Retrieved on: 
Mittwoch, Mai 8, 2024
Berkshire Bank, CFO, St. Bonaventure University, Small business, Pathfinder, Canisius College, Treasury, Accounting, State university system, State, Business administration, Knowledge, Finance Division, CPA, Senior, Bank, Bigham, Financial services, Judgement, Marketing, MBA, Five Star Bank, First Niagara Bank, M&T Bank, Financial plan, First, Certified Public Accountant, Growth, Management

Justin K. Bigham, CPA, 50, has been named to succeed Rusnak as Senior Vice President, Chief Financial Officer.

Key Points: 
  • Justin K. Bigham, CPA, 50, has been named to succeed Rusnak as Senior Vice President, Chief Financial Officer.
  • James A. Dowd, President and Chief Executive Officer, said, "Walter has been a great asset to Pathfinder Bank.
  • Bigham comes to Pathfinder Bank with more than 25 years’ experience and an impressive background in Financial Services.
  • Bigham has served in several key roles at various large public companies including his most recent position as Executive Vice President and Chief Community Banking Officer at Five Star Bank, after serving previously as their Chief Financial Officer.

Axxes Capital Appoints Veteran Financial Advisor and Investor to Board of Directors

Retrieved on: 
Mittwoch, Mai 8, 2024
Ecosystem, RIA, Ain Shams University, CPA, Commerce, MBA, Old Dominion University, Financial services

CORAL GABLES, Fla., May 08, 2024 (GLOBE NEWSWIRE) -- Axxes Capital , a private markets asset management firm dedicated to providing wealth advisors and their clients exclusive access to private equity and private credit investment solutions, today announced it has appointed Amr Alian to its Board of Directors.

Key Points: 
  • CORAL GABLES, Fla., May 08, 2024 (GLOBE NEWSWIRE) -- Axxes Capital , a private markets asset management firm dedicated to providing wealth advisors and their clients exclusive access to private equity and private credit investment solutions, today announced it has appointed Amr Alian to its Board of Directors.
  • A practicing CPA, Mr. Alian has extensive experience advising clients on wealth management solutions, mergers and acquisitions and business operational analysis.
  • “We are pleased to welcome Amr to the Axxes Capital Board as we continue our efforts to become the premier provider of private market investments to accredited investors,” said Axxes Capital Chairman and CEO Joseph DaGrosa, Jr. “Amr’s deep understanding of the financial advisor and RIA ecosystem and his direct work with clients will be invaluable as we continue developing our suite of investor-friendly products dedicated to this channel.”
    “I am delighted to join the Axxes Capital Board and to work with the management team to build a unique solution for wealth advisors,” said Mr. Alian.
  • He is a licensed CPA in the state of Virginia and North Carolina.

USOSM’s Henry Moomaw Recognized as ‘Outstanding CFO: Large Private Company’

Retrieved on: 
Mittwoch, Mai 8, 2024
Moomaw, Financial Executives International, Certified Public Accountant, Finance, Partnership, CPA, American Institute, First Liberty Institute, Methodist University, Initial public offering, Southern Methodist University, Dallas–Fort Worth metroplex, Management

Oral Surgery Management CFO Henry Moomaw was recently named “Outstanding CFO: Large Private Company,” by D CEO Magazine, as part of the publication’s 2024 Financial Executive Awards .

Key Points: 
  • Oral Surgery Management CFO Henry Moomaw was recently named “Outstanding CFO: Large Private Company,” by D CEO Magazine, as part of the publication’s 2024 Financial Executive Awards .
  • “At USOSM, we form strategic partnerships with the industry’s premier board-certified oral and maxillofacial surgeons, and Henry is essential to that process.
  • “Henry is an integral part of what we do, and we’re excited to see him recognized like this.”
    The Financial Executive Awards are prestigious and merit-based.
  • D CEO Magazine cited several high-level achievements, when naming Moomaw “Outstanding CFO: Large Private Company.” Among them, he has overseen significant revenue growth for USOSM, year-over-year.

Sage launches two new integrated suites in Canada and the UK to help Accountants and Small Businesses drive growth

Retrieved on: 
Mittwoch, Mai 8, 2024
Small business, Directory, EVP, HR, Accounting, Love, VAT, CPA, Luigi, Audit

TORONTO, May 08, 2024 (GLOBE NEWSWIRE) -- Sage, the leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses (SMBs), has launched two new suites in Canada and the UK, to transform how SMBs and accounting practices operate and grow their business.

Key Points: 
  • With Sage for Accountants and Sage for Small Business, users can focus on what matters most, from growing their business and providing great service to pursuing their passions outside of work.
  • Three customizable membership plans — Essentials, Standard, and Premium — will scale to match the unique needs of businesses and accounting practices.
  • Small businesses, accountants and bookkeepers are now able to self-manage users and subscriptions, all in one integrated solution that is paid for on a single monthly invoice.
  • Integrated within Sage for Accountants and Sage for Small Business, Sage Copilot is designed to transform operations by automating routine administrative tasks and offering real-time business insights.

Odysight.ai Announces Appointment of Einav Brenner as Chief Financial Officer

Retrieved on: 
Montag, Mai 6, 2024
CBM, OTCQB, Viola Ventures, AI, PDM, Security (finance), Transport, Knowledge, CPA, PwC, MBA, Financial management, Economics, Growth, Maintenance (technical)

OMER, Israel, May 06, 2024 (GLOBE NEWSWIRE) -- Odysight.ai Inc. (OTCQB: ODYS), a leading provider of visual based predictive maintenance (PdM) and condition-based monitoring (CBM) solutions, announced the appointment of Ms. Einav Brenner as the Company’s new Chief Financial Officer.

Key Points: 
  • OMER, Israel, May 06, 2024 (GLOBE NEWSWIRE) -- Odysight.ai Inc. (OTCQB: ODYS), a leading provider of visual based predictive maintenance (PdM) and condition-based monitoring (CBM) solutions, announced the appointment of Ms. Einav Brenner as the Company’s new Chief Financial Officer.
  • Ms. Brenner is a seasoned financial executive with more than 15 years of experience in multinational high-tech and pharmaceutical industries.
  • Prior to joining Odysight.ai, Ms. Brenner served as the VP Finance of Solato Ltd, a fast-growing food tech company.
  • Prior to this, Ms. Brenner served in various financial positions at Vizrt Inc., Viola Ventures and PricewaterhouseCoopers.