The Latest

  • Joep Leussink is the head of growth at AddEvent, a San Francisco-based software company creating calendar, appointment and event management solutions that empower over 250,000 companies globally to enhance their event and appointment management and engagement. As a partner to accounting firms and small-practice CPAs across the U.S., he and AddEvent advise clients on issues related to client engagement, deadline management and documentation workflows on a regular basis.

    October 22
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  • AI can extract key insights from meeting transcripts, emails and files and other sources across a firm's entire book of business.

    October 22
    Amy Young
    Microsoft
  • Pam identifies client goals and objectives, understands service requirements, and engages the appropriate people and resources to create an exceptional standard of client satisfaction. She works closely with internal functional teams to maximize communications of client needs and ensures all deliverables are attained as promised.

    October 21
  • The appointment comes less than a month after the former company head, Dan Arnold, was fired for failing to maintain a respectful workplace.

    October 21
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  • The Federal Open Market Committee is expected to cut interest rates at its September meeting, which will also provide a new Summary of Economic Projections. Marvin Loh, senior macro strategist at State Street Global Markets, examine the meeting, the SEP and Fed Chair Powell's press conference.

    Will the Fed pull the trigger on rate cut?
  • A lawyer for an 80-year-old claimant whose retirement accounts were drained says he's trying to force firms to do more to prevent scams.

    October 21
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  • The revamped digital campaign, "Quite Possibly the Perfect Job," features new versions of static ads that appear on social media.

    October 21
    Photo by Scott Wenger
  • Victoria Hanna is director of client experience at Baker Tilly.

    October 21
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  • Laura Arce is senior vice president for economic initiatives at UnidosUS, a Latino civil rights and advocacy organization, and an inaugural member of the Federal Housing Finance Agency Advisory Committee on Affordable, Equitable and Sustainable Housing.

    October 21
  • Christina Hupy is Vice President of HazardHub at Guidewire. Guidewire's HazardHub provides data, risk scores, and risk models to the P&C insurance industry.

    October 21
    Christina Hupy