The Latest

  • Adam Lean is the CEO and co-founder of The CFO Project, a training company that trains accountants, bookkeepers, CPAs and Enrolled Agents to offer an outsourced CFO/advisory service.

    March 31
    Lean-Adam-The CFO Project
  • WTF CPAs has used artificial intelligence to get a jump on busy season, just in time for April 1.

    March 29
    Kristen Rampe
    Rosenberg Associates
  • The budgeting app has already garnered support from NBA superstars and is looking for more growth.

    March 28
    Portrait of smiling girl with piggy bank in classroom
  • The retirement crisis looms larger than ever as new research shows how many U.S. adults have no long-term savings.

    March 28
  • As managing director and lead of Kotter's European practice, Nick Petschek draws on his wide skill set to help organizations formulate and achieve their strategy and culture goals. Nick aids clients in surfacing the delta between organizational aspirations and reality, closing that gap together. His career journey has been one of constant curiosity and learning. From the awe-inspiring circus to the nimble world of unicorn startups, to the process-oriented United Nations, he has tackled challenges related to telling a compelling story and envisioning a new future, scaling, sustainability, and culture transformation. His clients have ranged in size and industry, with a focus on technology and government.

    March 28
    Headshot of Nick Petschek
  • Jeremy Bilsky is the senior director and general manager at Advance Partners, a Paychex subsidiary that provides payroll funding to staffing firms. He has direct leadership responsibility for the Advance Partners business unit, leading the senior management team and all related functional areas. He has been with Advance Partners for over 20 years in many capacities.

    March 28
    bilsky-jeremy-advance-partners.png
  • Danielle Fagre Arlowe is the senior vice president of state government affairs for the American Financial Services Association.

    March 28
  • The lengthy sentence marks a final chapter in a controversy that has captivated and overshadowed the crypto industry.

    March 28
    Sam Bankman-Fried leaves court in New York in June 2023.
  • Private investigators for private products? More money managers are soliciting help to better determine actual values.

    March 28
    Person using magnifying glass to scrutinize pages of data
  • Pooja Sharma is a manager in the consulting group at Crowe. She specializes in cybersecurity and risk management services and has experience in implementing business resiliency as well as developing and enhancing cybersecurity programs.

    March 28
    Pooja Sharma of Crowe