More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Frank T. Young is president of vertical market software solutions at Global Payments.
March 31
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Working from home doesn’t have to mean all work all the time.
March 31
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It has taken me eight years of conscious work to be able to discuss this topic so frankly.
March 31
Solutions With Sonya -
Overuse of “may” instead of “will” and gauzy formulations in disclosures won’t cut it despite the halt to in-person exams, an SEC official says.
March 31
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Whitney Loe is director of business development for credit unions at Ignite Sales, Inc.
March 31
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Mark Bodenstab is a director of research & development tax credit services at
KBKG , operating out of New Hampshire. He brings knowledge of many aspects of R&D from his 20+ years in the private sector as well as 14 years with the Internal Revenue Service. He joined the IRS as a general engineer to provide technical and valuation support in the examination of large corporate tax filings. He has experience in a wide range of engineering issues, including the complicated credit for increasing research. He was selected as a manager to supervise a team of IRS engineers and appraisers. During this time, he also served in a national role as staff assistant to the director of field operations. Prior to the IRS, he worked for over 20 years in the industrial gas industry, gaining first-hand experience in research and development testing and improving products and processes. He was involved with the early-stage development and delivery of cryogenic services for the magnetic resonance imaging (MRI) marketplace, container pressurization in the national beverage marketplace, and the manufacturing and delivery of pipeline atmospheric gases to multiple chemical, steel and glass manufacturers.March 31
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Guy Kirkwood is chief evangelist at UiPath, a RPA software vendor. He has 20 years experience in outsourcing and a particular interest in the future of shared services and BPO. He is a writer and presenter on RPA, cognitive, and artificial intelligence.
March 31
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Debbie Sandler is a Partner at White and Williams LLP. She has devoted her career to counseling employers with respect to employment best practices and litigation avoidance, as well as employment litigation involving such issues as workplace discrimination and harassment, wrongful discharge, wage and hour disputes, whistleblower claims, restrictive covenants and non-compete agreements.
March 31
