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Stefan is one of the co-founders and now Senior Product Owner for TeamMate Analytics. He began his career as an Auditor at KPMG. During 9 years there, he also spent time in Internal Audit, Forensics, Transaction Services and Management Consulting working with a wide range of clients from small owner-managed businesses to FTSE 100 companies. Stefan has a huge passion for Data Analytics and increasing its use in auditing.

Kim Conaway, CPA is a Product Manager for the Accounting and Audit Solutions.  Kim has been with CCH
since 2003.  During her time at CCH Kim spent almost six years on the Engagement Training and
Consulting Team helping hundreds of accounting firms improve their processes through technology and
efficient audit techniques.   This experience gives Kim a unique understanding of the needs and best
practices for firms of all sizes in her current role as and the Product Manager for Engagement,
Engagement Organizer, Knowledge Coach and TeamMate Analytics.  Prior to joining CCH Kim spent over
four years in public accounting working for two local Pittsburgh firms focusing primarily on audits,
reviews and compilations of commercial, not for profit, and governmental entities.

Erwann is a leader of McKinsey's North American Insurance Practice. He brings 20 years of experience defining and executing value creation strategies and at-scale impact to his clients on topics of transformation, resilience, risk management, organizational effectiveness, risk culture, behavioral economics and decision making. He is passionate about developing and applying (digital) innovations to improve business competitiveness and public sector service.

Award-winning author of seven books, he has been recognized by the World Economic Forum as one of the most extra-ordinary leaders of the world under 40. Before joining McKinsey, Erwann held senior positions at leading corporations, non-for-profits, international organizations, and academic institutions on several continents.

More than 300 reps have switched BDs so far this year, with LPL and Cambridge Investment Research completing the two largest grabs.

Steven J. Eller is a partner at Top 100 Firm PKF O’Connor Davies and is co-head of the state and local tax practice. He has over 30 years of professional experience assisting individuals, businesses, and estates and trusts in planning and complying with tax rules and regulations.

LPL advisor Kashif Ahmed tweeted his condition from the emergency room then focused on recovering, knowing his firm could run without him.

The Internal Revenue Service and the Treasury Department issued proposed regulations Wednesday to update the income tax withholding rules for periodic retirement and annuity payments made after Dec. 31, 2020.

The results were “not just predicated on expense ratios,” an expert says.

The team is staffing a new office in California for the boutique wealth manager.

The latest version supplements the previously posted rules in order to help borrowers submit their loan forgiveness applications as provided under the CARES Act.