Wiedemann Wysocki National Finance Council Award

Finward Bancorp Chief Risk Officer and General Counsel to Retire in May 2023

Retrieved on: 
Friday, January 6, 2023
General counsel, Internal audit, Bank, Bank One Corporation, Cervens, Associate, International Bioethics Committee, Bioethics, Corporation, Interim, CRA, St. Mary Medical Center, St Catherine's Hospital, Doncaster, People's Bank, Lawyer, Mayer Brown, Wiedemann Wysocki National Finance Council Award, Bank holding company, American Bankers Association, Risk management, Audit, Fraud

Munster, Ind., Jan. 06, 2023 (GLOBE NEWSWIRE) -- Finward Bancorp (the “Bancorp”) (Nasdaq: FNWD) announced today, that effective at the close of business on May 5, 2023, Leane E. Cerven, Executive Vice President, Chief Risk Officer, General Counsel, and Corporate Secretary, will be retiring from her role at the Bancorp and its wholly-owned bank subsidiary, Peoples Bank (the “Bank”).

Key Points: 
  • Munster, Ind., Jan. 06, 2023 (GLOBE NEWSWIRE) -- Finward Bancorp (the “Bancorp”) (Nasdaq: FNWD) announced today, that effective at the close of business on May 5, 2023, Leane E. Cerven, Executive Vice President, Chief Risk Officer, General Counsel, and Corporate Secretary, will be retiring from her role at the Bancorp and its wholly-owned bank subsidiary, Peoples Bank (the “Bank”).
  • In 2021, Ms. Cerven assumed the position of Chief Risk Officer of the Bancorp and the Bank in addition to her other responsibilities.
  • In her current role as Chief Risk Officer, General Counsel and Corporate Secretary, Cerven oversees the Legal, Corporate Secretary, Compliance, Fraud, CRA, and Audit functions of the Bancorp and the Bank.
  • “Her experience and insight as both Chief Risk Officer and General Counsel have been invaluable assets for the Bank for more than a decade.

CoastalOne Executives Named to ADISA Board of Directors and FSI Accounting & Finance Council

Retrieved on: 
Wednesday, November 30, 2022
Growth, Pershing, Accounting, CEI, RIA, Coast, Public Company Accounting Oversight Board, Organization, Conference, Capitol Hill, Knowledge, Trust, Partnership, MBD, Education, Registered investment adviser, BNY Mellon, PCAOB, Investment, Senior, Capital market, CPA, FINRA, CMOS, Broker-dealer, Wiedemann Wysocki National Finance Council Award, FSI, Woman, Teeple, Professional, CIA, Financial adviser, Management, Pharmaceutical industry

WILMINGTON, Del., Nov. 30, 2022 /PRNewswire/ -- CoastalOne, an independent broker-dealer (Coastal Equities, Inc.) and Registered Investment Advisor (Coastal Investment Advisors, Inc.) hybrid platform based in Wilmington, Delaware, recently had multiple company executives named to industry leadership positions, including Michael O'Connor, Chief Financial Officer of CoastalOne, joining FSI's Accounting & Finance Council, and Amanda Teeple, Senior Vice President of CoastalOne Capital Markets, joining ADISA's Board of Directors.

Key Points: 
  • Michael O'Connor , CPA, Chief Financial Officer at CoastalOne, was invited to join the Financial Service Institute 's 2023 Accounting & Finance Council.
  • Ongoing discussions encompass changes and goals related to accounting, FinOps, and the Public Company Accounting Oversight Board (PCAOB).
  • To learn more about the FSI Accounting & Finance Council, please click here .
  • Amanda Teeple , Senior Vice President of CoastalOne Capital Markets, was recently elected to The Alternative & Direct Investment Securities Association 's2023 Board of Directors.

CBIS NAMES INTERNATIONAL FINANCIAL SERVICES EXECUTIVE AS DIRECTOR

Retrieved on: 
Wednesday, July 6, 2022
Wiedemann Wysocki National Finance Council Award, First National Bank, Byline Bank, Overseas Private Investment Corporation, Ownership, Industry, BXM, FirstBank (Puerto Rico), Investment, DePaul University, Polk Brothers, SEC, Catholic (term), Solution, Board, De La Salle Brothers, Multimedia, Financial adviser, Management, Security (finance), Byline

CHICAGO, July 6, 2022 /PRNewswire/ -- Christian Brothers Investment Services, Inc. ("CBIS"), a leading Catholic, socially responsible investment management firm and registered investment advisor to Catholic investors around the world, announced the appointment of Roberto Herencia to its board of directors.

Key Points: 
  • A 30-year veteran of the financial services industry, Mr. Herencia has served as Chief Executive Officer of Chicago-based Byline Bancorp since February 2021 and Chairman of Byline Bancorp and Byline Bank since June 2013.
  • "From its inception, CBIS has sought to help Catholic investors around the world unify their faith with responsible management of their assets," says Jeff McCroy, President & Chief Executive Officer of CBIS.
  • His expertise and experience beyond the U.S. financial markets will no doubt prove invaluable as we continue to expand our global business."
  • "These are particularly empowering times for us here at CBIS," says Bill Rybak, CBIS Board Chair.

National Real Estate Media Platform, Commercial Observer, Launches ESG Newsletter

Retrieved on: 
Thursday, June 30, 2022
Jerry Speyer, View, CEO, Observer Media, Carbon, Research, Commercial property, DEI, ESG, Annual conferences, Industry, REBNY, JPMorgan Chase, Development, Wiedemann Wysocki National Finance Council Award, Information services, Corporate governance, Property technology, Real Estate Board of New York, Investment, Blackstone, Social, Biophysical environment, CRE, NYSERDA, Carbon footprint, News, Multimedia, Conference, Property management

NEW YORK, June 29, 2022 /PRNewswire/ -- Commercial Observer, the premier media and information services company that informs and connects leaders in the commercial real estate industry, has announced the launch of ESG Insights, a monthly newsletter encompassing the latest news and trends surrounding Environmental, Social & Corporate Governance (ESG) in the commercial real estate industry.

Key Points: 
  • NEW YORK, June 29, 2022 /PRNewswire/ -- Commercial Observer, the premier media and information services company that informs and connects leaders in the commercial real estate industry, has announced the launch of ESG Insights, a monthly newsletter encompassing the latest news and trends surrounding Environmental, Social & Corporate Governance (ESG) in the commercial real estate industry.
  • The launch of the monthly newsletter aligns with Commercial Observer's commitment and recent investments dedicated to expanding ESG coverage through new products, partnerships and events.
  • Commercial Observer is also a supporter of the Commercial Real Estate FInance Council (CREFC) June 2022 Annual Conference's opening ESG session with JPMorgan Chase and Blackstone.
  • Commercial Observer is the leading commercial real estate media and information services company, delivering high-impact content, events and platforms designed to connect and inform industry participants of key trends and people defining the global real estate landscape.

Wealth Stack selected for Forbes Finance Council

Retrieved on: 
Wednesday, March 23, 2022
IRA, Forbes, CFA, Heart, NASDAQ, MDIA, Semper Fidelis (march), YEC, Community, Public sector banks in India, SEC, Wiedemann Wysocki National Finance Council Award, Q&A, CEO, Council, Criterion, Veteran, Industry, Army, Small business, Wealth, NCMI, Partnership, Property management, Accounting

AUSTIN, Texas, March 23, 2022 /PRNewswire-PRWeb/ -- Wealth Stack is a B2B financial software company focused on disrupting the 401-k market and providing digital solutions that help small businesses meet CalSavers and other state's regulatory requirements to offer benefits while also helping millions of Americans access the financial education they deserve. Wealth Stack partners with small businesses owners to set up no hassle, all digital corporate retirement benefit plans wealthstack.us. Wealth Stack has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management, and investment firms.

Key Points: 
  • Wealth Stack has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management, and investment firms.
  • "We are honored to welcome Andrew into the community," said Scott Gerber, founder of Forbes Councils, the collective that includes Forbes Finance Council.
  • "I am excited about joining the Forbes Finance Council, which will shine a spotlight on Wealth Stack and all the exciting ways that we help small business owners across the country.
  • My joining the Forbes Finance Council further cements my role as a leader and teacher in the finance community," said Andrew of his role on the Finance Council.

Omar Choucair, Trintech CFO, Accepted into Forbes Finance Council

Retrieved on: 
Tuesday, August 24, 2021
Industry, Twitter, YEC, Community, Council, Warburg Pincus, Efficiency, Wiedemann Wysocki National Finance Council Award, Choucair, CFOS, CPA, Forbes, CFO, Asia, UPCS, NASDAQ, Risk, KPMG, Disclosure, Compliance, Partnership, LinkedIn, Warburg, IHeartMedia, Q&A, Facebook, Radio, Communication, Public sector banks in India, Financial services, Bank

Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms

Key Points: 
  • Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms
    DALLAS, TX / ACCESSWIRE, Aug 24, 2021 - (ACN Newswire) - Trintech, a leading global provider of integrated Record to Report software solutions for the Office of Finance, today announced its CFO, Omar Choucair, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management, and investment firms.
  • "We are honored to welcome Omar into the community," said Scott Gerber, founder of Forbes Councils, the collective that includes Forbes Finance Council.
  • As an accepted member of the Council, Omar has access to a variety of exclusive opportunities designed to help him reach peak professional influence.
  • Forbes Councils is a collective of invitation-only communities created in partnership with Forbes and the expert community builders who founded Young Entrepreneur Council (YEC).

Patrick Salvi II Wins the American Association for Justice's Above and Beyond Award

Retrieved on: 
Thursday, July 12, 2018
American Association for Justice, Wysocki, United States Tennis Association, Salvi, AAJ, Wiedemann Wysocki National Finance Council Award

is proud to announce Chicago Managing Partner Patrick A. Salvi II was presented with the American Association for Justice's Above and Beyond Award Sunday at the 2018 AAJ Seminar in Denver.

Key Points: 
  • is proud to announce Chicago Managing Partner Patrick A. Salvi II was presented with the American Association for Justice's Above and Beyond Award Sunday at the 2018 AAJ Seminar in Denver.
  • Mr. Salvi was also recognized for his and the firm's support of AAJ's Evergreen Fund.
  • The AAJ Above and Beyond award recognizes AAJ members who have made exceptional contributions to sustain and strengthen the organization.
  • In 2014, he won the Wiedemann and Wysocki Award, which recognizes members who have made outstanding efforts to advance the organization's political outreach projects and priorities.