CPA | Jotup

Luke Kwiatkowski Joins Holborn Corporation as Senior Vice President and Chief Financial Officer

Retrieved on:

Wednesday, March 20, 2024

Professional Services, Insurance, Finance, Certified Public Accountant, KPMG, AmTrust Bank, CFO, Senior, AmTrust Financial Services, P&C, Lehigh University, Economics, Business, CPA

Holborn Corporation (Holborn), a U.S.-based independent reinsurance broker, announced today that Luke Kwiatkowski has joined the company as Senior Vice President and Chief Financial Officer.

Key Points:

Holborn Corporation (Holborn), a U.S.-based independent reinsurance broker, announced today that Luke Kwiatkowski has joined the company as Senior Vice President and Chief Financial Officer.
Mr. Kwiatkowski will be based in New York City and will report to Frank Harrison, Chairman of the Board and Chief Executive Officer.
As CFO, Mr. Kwiatkowski will be responsible for all financial matters of the firm, including strategic financial planning, corporate accounting, financial reporting and account services.
Mr. Kwiatkowski joins Holborn from property & casualty insurer AmTrust Financial Services where he was a Vice President and Deputy Global Controller.

Grant Thornton to accelerate business strategy with investment from New Mountain Capital

Retrieved on:

Friday, March 15, 2024

Grant Thornton LLP, one of America’s leading providers of audit and assurance, tax, and advisory services, and New Mountain Capital, LLC, a leading growth-oriented investment firm with approximately $50 billion in assets under management, today announced a significant growth investment to accelerate Grant Thornton’s business strategy.

Key Points:

Grant Thornton LLP, one of America’s leading providers of audit and assurance, tax, and advisory services, and New Mountain Capital, LLC, a leading growth-oriented investment firm with approximately $50 billion in assets under management, today announced a significant growth investment to accelerate Grant Thornton’s business strategy.
Grant Thornton is fueling its strategy by offering dynamic professional-development paths and a singular culture that attracts and retains talented team members.
“Our partnership with New Mountain Capital empowers Grant Thornton to deliver transformational, high-quality outcomes for our clients, our talented team members and the industry as a whole,” said Seth Siegel, CEO of Grant Thornton.
Following the closing of the transaction, which is expected in the second calendar quarter of 2024, Grant Thornton will operate in an alternative practice structure: Grant Thornton LLP, a licensed CPA firm, will provide attest services — and Grant Thornton Advisors LLC will provide business advisory and non-attest services.

Accuserve Earns SOC 2 Certification

Retrieved on:

Thursday, March 14, 2024

Accuserve Solutions, a managed repair service serving the intersection of insurance companies, property owners, and service contractors, earned its Service Organization Control (SOC) 2 Type II compliance certification.

Key Points:

Accuserve Solutions, a managed repair service serving the intersection of insurance companies, property owners, and service contractors, earned its Service Organization Control (SOC) 2 Type II compliance certification.
"I am excited to announce that Accuserve has achieved a SOC 2 Type II certification," said Chief Technology Officer, Joe Kislo.
To earn and maintain SOC 2 certification, the CPA auditor validates what Accuserve says it does by manually checking its records and documentation.
The company earned a Type II certification, the highest level of SOC 2 certification available to provide current and potential customers, carriers, and partners with reassurance that Accuserve has done all it can to provide the utmost security, employee vetting, and training.

Bostrom Consulting Adds Business Coaching Services for Association CEOs and Executive Directors

Retrieved on:

Wednesday, March 13, 2024

Consulting, Business, Professional Services, Other Professional Services, Small Business, Coaching, Regeneration, Education, MBA, SPHR, CAE, CGMA, Change management, Frustration, CPA, Management

Bostrom, a leading association management and consulting company, today announced a new Business Coaching service offering for Association CEOs and Executive Directors.

Key Points:

Bostrom, a leading association management and consulting company, today announced a new Business Coaching service offering for Association CEOs and Executive Directors.
Many strategic consulting engagements leave staff leaders wondering how to implement the insightful and much-needed recommendations from organizational assessments, generating non-dues revenue projects or business model updates.
Bostrom now offers business coaching to association professionals to assist in the implementation, change management, and support needed to operationalize new strategies.
Visit www.bostrom.com/consulting to see the full suite of services and consultant profiles for more biographical information about the consulting bench.

Transforming Life Sciences Compliance: Baker Tilly Unveils Innovative HCP Engagement Solution

Retrieved on:

Tuesday, March 12, 2024

Consulting, Data Management, Biotechnology, Accounting, Technology, Professional Services, Other Health, Health, Other Science, Software, Science, Risk, HCP, Growth, LLP, CPA

In a move set to redefine compliance processes within the life sciences industry, leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly), introduces engagementNOW and transparencyNOW.

Key Points:

In a move set to redefine compliance processes within the life sciences industry, leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly), introduces engagementNOW and transparencyNOW.
These cutting-edge solutions aim to streamline engagement and reporting procedures for life sciences companies, irrespective of their size or global reach.
By integrating these products into the complianceNOW platform, Baker Tilly enables life sciences companies to simplify interactions with healthcare professionals (HCP), reducing manual efforts and enhancing compliance controls within their existing workflows.
“Baker Tilly’s complianceNOW platform enables life sciences leaders to confidently fulfill their operational duties by gaining access to embedded compliance and risk controls backed by a trusted brand that facilitates a more cohesive approach to their compliance function.”
“With the launch of engagementNOW and transparencyNOW, Baker Tilly provides life sciences companies with a streamlined HCP engagement solution, enabling life sciences companies to have a more coordinated approach when interacting with healthcare professionals as well as an enhanced compliance solution that is able to scale with growth of their organization,” said Samantha Sutherland , Baker Tilly director, life sciences consulting.

Venatorx Pharmaceuticals Expands Senior Leadership Team

Retrieved on:

Tuesday, March 12, 2024

"These additions to our senior leadership team are critical to ensure we are prepared for our NDA resubmission and are strategically positioned for continued success."

Key Points:

"These additions to our senior leadership team are critical to ensure we are prepared for our NDA resubmission and are strategically positioned for continued success."
He joined Venatorx from Aimmune/Nestle Health Science where he was a Senior Vice President and Head of Technical Operations.
Before this, he was the Senior Vice President of Technical Operations with Paratek Pharmaceuticals and over the years has worked at Eagle Pharmaceuticals, Shire with aaiPharma, Elan Pharmaceuticals, Sandoz, and Mylan Pharmaceuticals.
Previously, he was Vice President, Technical Assessment and Senior Director for Business Development at Shire Pharmaceuticals to build the product pipeline and support Shire's strategic venture arm through investments.

BLOCKBOARD REVOLUTIONIZES OUTCOME-BASED MARKETING WITH A PERFORMANCE-BASED CTV AD PLATFORM

Retrieved on:

Thursday, April 4, 2024

ANA, OBM, Blockchain, Fraud, CTV, Face, Investment, Growth, Entrepreneurship, CPA, Cryptocurrency

NEW YORK, April 4, 2024 /PRNewswire/ -- Industry-leading performance CTV ad platform Blockboard announced today a new campaign performance capability that will change the face of CTV programmatic marketing. Blockboard, the only outcome-based marketing (OBM) platform in the programmatic ecosystem, now offers its clients CPA – Cost Per Acquisition outcomes. With this capability, users have significantly enhanced control over their campaign strategy, leveraging sales-driven CPA campaigns. This new CPA capability ensures that every campaign can be managed and precisely measured to meet each client's unique objectives and goals. Blockboard is so confident of its ROI that it guarantees performance results or clients don't pay.

Key Points:

NEW YORK, April 4, 2024 /PRNewswire/ -- Industry-leading performance CTV ad platform Blockboard announced today a new campaign performance capability that will change the face of CTV programmatic marketing.
Blockboard, the only outcome-based marketing (OBM) platform in the programmatic ecosystem, now offers its clients CPA – Cost Per Acquisition outcomes.
This new CPA capability ensures that every campaign can be managed and precisely measured to meet each client's unique objectives and goals.
Blockboard was founded by and is comprised of a team of industry-leading digital experts who developed the online video marketplace.

Aspiriant Advisors Recognized by Forbes for Excellence in Wealth Management and Client Service

Retrieved on:

Thursday, April 4, 2024

Investment advisory, Woman, Wealth management, MBA, JD, CPA

LOS ANGELES, April 4, 2024 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, is proud to announce that 12 of the firm's financial advisors have been named to the Forbes' 2024 Best-in-State Wealth Advisors list, five of whom are also included on the Forbes' 2024 Best-in-State Top Women Wealth Advisors list.

Key Points:

LOS ANGELES, April 4, 2024 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, is proud to announce that 12 of the firm's financial advisors have been named to the Forbes' 2024 Best-in-State Wealth Advisors list, five of whom are also included on the Forbes' 2024 Best-in-State Top Women Wealth Advisors list.
The distinguished group was recognized for their commitment to helping clients' reach their long-term financial goals through excellence in financial planning, investment management and wealth management services.
"This honor underscores the client-centric approach that is a cornerstone of Aspiriant, and we are deeply honored by Forbes' consistent recognition of our financial advisors nationwide," said Rob Francais, Chief Executive Officer and partner at Aspiriant.
Sandi Bragar CFP® - Chief Client Officer, Partner (San Francisco, California)
Lisa Colletti CFP®, JD - Managing Director in Exclusive Family Office, Partner (New York, New York)
Helen Dietz CFP® - Managing Director in Total Wealth Management, Partner (Silicon Valley, California)
Linda Kitchens CFP® - Director in Wealth Management, Partner (San Diego, California)
Mary Ellen Krueger CIMA® - Director in Wealth Management, Partner (Milwaukee, Wisconsin)
Rob Francais CPA – Chief Executive Officer, Member of Board of Directors and Partner (Los Angeles, California)
Sandi Bragar CFP® - Chief Client Officer, Partner (San Francisco, California)
Helen Dietz CFP® - Managing Director in Total Wealth Management, Partner (Silicon Valley, California)
Nayan Lapsiwala CFP®, CFA®, CAIA- Director in Wealth Management, Partner (Silicon Valley, California)
Ryan Benson CFP®, CPA - Director in Wealth Management, Member of Board of Directors and Partner (Orange County, California)
Linda Kitchens CFP® - Director in Wealth Management, Partner (San Diego, California)
Myles Rush CFP®, MS - Director in Wealth Management, Partner (San Diego, California)
Lisa Colletti CFP®, JD - Managing Director in Exclusive Family Officer, Partner (New York, New York)
Ryan T. Nelson CFA® - Director in Investment Advisory, Partner (Austin, Texas)
Mary Ellen Krueger CIMA® - Director in Wealth Management, Partner (Milwaukee, Wisconsin)
David Muchow CFP®, MBA - Director in Wealth Management, Partner (Milwaukee, Wisconsin)
John Petrie CFP®, CIMA®, CPA - Managing Director in Total Wealth Management, Partner (Milwaukee, Wisconsin)

CarbiCrete Hires Andrée Pinard as Chief Financial Officer

Retrieved on:

Thursday, April 4, 2024

Financial plan, Intact Financial, McGill University, Canada Steamship Lines, University, Growth, Saint-Gobain, Graduate diploma, Light, Carbon, Bachelor, Commerce, Burns, International business, Human resources, CPA, Management

MONTREAL, April 4, 2024 /PRNewswire/ - CarbiCrete, a leading firm in the decarbonization of concrete, announced today that Andrée Pinard has been hired as Chief Financial Officer.

Key Points:

MONTREAL, April 4, 2024 /PRNewswire/ - CarbiCrete, a leading firm in the decarbonization of concrete, announced today that Andrée Pinard has been hired as Chief Financial Officer.
Pinard has held senior positions at BMO/Nesbitt Burns, CSL Group, Intact Insurance and most recently, Cogeco, where she served as Director of Financial Planning, Treasurer, and then Vice-President, Investor Relations and Treasurer.
In February, CarbiCrete announced that the Board of Directors had appointed Jacob Homiller as the company's new Chief Executive Officer.
"I am tremendously pleased to welcome Andrée to CarbiCrete at this exciting time in the company's evolution," says Homiller.

Choreo Bolsters Organic Growth Strategy with Appointment of Four Senior Leaders

Retrieved on:

Wednesday, April 3, 2024

Partnership, Dimensional Fund Advisors, Communications officer, Business development, Acquisition, Senior, Fidelity Investments, Region, Investment, CPA, Management

CHICAGO, April 3, 2024 /PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") announced today that it has bolstered its leadership team, naming four professionals to new senior leadership roles across the firm. Collectively, the appointments reflect Choreo's ongoing expansion and will boost the firm's ability to drive meaningful organic growth, augment support of strategic CPA partnerships and elevate the client service model.

Key Points:

Collectively, the appointments reflect Choreo's ongoing expansion and will boost the firm's ability to drive meaningful organic growth, augment support of strategic CPA partnerships and elevate the client service model.
"Over the past two years, we have laid the foundation for our ambitious growth strategy, which is rooted in making Choreo the preferred partner for advisors working at the intersection of tax and financial planning," said Larry Miles, CEO of Choreo.
The new senior leader appointments are:
Jim Waller, Regional Vice President, Business Development, Mid-Atlantic: Waller will support advisors in Maryland, Virginia, Philadelphia and New York.
He joined Choreo as part of its acquisition of BDO Wealth Advisors, which was announced in November 2023.