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The firm has been rolling out a robust suite of new and upgraded technology tools.

The wirehouse has been fighting to keep managed assets this year, suing ex-advisors for taking client information during their move.

Pete Potsos is a CPA with over 24 years of experience in the accounting profession. In his current role as a strategic account manager and client accounting services strategic advisor for Bill.com, he is bringing his experience of working with firms launching cloud-based client accounting services practices in various stages of their life cycle as well as firm size to the Bill.com Accountant Partners. His focus is currently on working with some of Bill.com’s most strategic accountant partners, as well as continue to evangelize the use of Bill.com as an essential component of a firm’s accounting technology ecosystem.

He began his career as a tax and audit professional at the Detroit office of PwC, in addition to running his own practice. For the past 16 years, he has helped nearly a thousand firms with the evaluation, selection and onboarding of tax and accounting software to aid in the improvement of the firm’s workflow and profitability. The past five years, he has helped firms to achieve their goals of working smarter and driving new revenue growth for their firms through Business Process Outsourcing (BPO) services.

He lives and works in Dexter, Michigan with his wife Valerie and their three children. Their oldest is in his second year at the University of Nottingham, England and their youngest is a 2 year old baby girl. He is an active member of his community, having served on several non-profit boards, association committees and the Scoutmaster of a very active Boy Scout Troop in Dexter.

Some 1.4 million participants in private pension plans may be facing stiff pension cuts that could come as soon as 2028.

Dr. Nir Kossovsky, CEO of Steel City Re, is an authority on business process risk and reputational value. He has been an industry-wide leader in the development of indexed measures of reputational value and actuarily sound underwriting methods that deter reputational attacks, and protect companies and their leadership. He holds more than a dozen patents, including an algorithmic reputational value measurement system currently enabling insurance solutions, third party investment strategies and governance products. He has written hundreds of articles and four books, including “Reputation, Stock Price and You,” Apress 2012). He has degrees in philosophy, business, and medicine, served as a Captain in the US Navy Reserves, and early in his career was a tenured faculty member at UCLA.

David Worthington is vice president of payments at Rambus.

A client dramatically increases her retirement income, thanks to guidance from her advisor.

Craig Hinkley joined WhiteHat Security as chief executive officer in early 2015, bringing more than 20 years of executive leadership in the technology sector to this role. Craig is driving a customer-centric focus throughout the company, and has broadened WhiteHat’s global brand and visibility beyond the application security space and security buyer, to the world of the development organization and a DevSecOps approach to application development.

Prior to joining WhiteHat Security, Craig served as vice president and general manager of the LogLogic business unit for TIBCO Software. In that role, he was responsible for global field sales and operations, client technical services, engineering, research and development, product design, and product management. Before TIBCO, he served as the general manager at Hewlett-Packard for the HP Networking Business in the Americas. Earlier in his career, Craig held positions at Cisco Systems Inc. and Bank of America. He earned a bachelor’s degree in Information Technology from the Swinburne University of Technology in Australia.

Annette Wright is a senior director at Paradigm Technology. She has over 20 years of experience in data architecture, data management, business intelligence and regulatory / financial reporting. Prior to joining Paradigm, Annette has worked as a lead technical architect, data governance manager, lead business systems analyst and an IBM managing consultant.

She has been recognized for delivering a World Class Reporting Solution for EU LCR in 2016 by BNP Paribas and was a recipient of the 2007 Gold American Express Technology Excellence award for leadership in design and implementation.