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Financial Services Review
CPA Firms
Helping Provide Financial Security through a People-focused Approach to Portfolio Management
Yesim Tokat-Acikel
Managing Director, Portfolio Manager
Featured Issue
Product Feature Delivery in the Age of AI
David Robertson, Director Enterprise Architecture - Software Engineering | Applications Exeter Finance
Efficient AI Teams in the age of Generative AI
Michael Mocanu, Sr. Director, Technology Data Science & Data Governance Liberty Mutual Insurance
Cpa Firm Management Consulting Service Providers
Helping CPA Firms Navigate Simultaneous Transformation
Gary Thomson, Founder and Managing Partner Thomson Consulting
Navigating the Evolving Landscape of Job Markets and Recruitment: Embracing Technology Advancements With a Strategic Focus
Paul S. Young, Chief Financial Officer
Liberty Bank – CT
Tax Strategies And Bookkeeping
Redefining Tax Strategy by Helping Clients Cut Their Tax Bills by 60–80%
Steven Gabrielsen, CEO
Creative Advising
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Creating Value through Personalized Accounting and Tax Services
Sanjuana Lowe, Co-founder and Dushyant Lowe, Founder, and Managing Partner
Going Above and Beyond Traditional Accounting
Jody H. Chesnov, CPA, Managing Partner
Easing off Account Management
Ryan Nguyen, CEO, Nguyen and Associates, CPA
Spearheading Innovative CPA Solutions
Tom Watson, CEO
The Winning Formula for Tax Relief — Strategic, Compassionate and Client-First
Adi Harari, Founder, Perfect Tax Relief
Delivering Financial Clarity for Businesses
Jean Pierre Bassi Bikai, CEO, Bass Accounting & Tax Services
Specialists Behind Accurate Crypto Tax Reporting
Nick Slettengren, Co-Founder and CEO, Count On Sheep
How Marina V. Painter, CPA, Built Ally Tax Group Inc. to Become America’s Trusted Tax Ally
Marina V. Painter, CPA, Ally Tax Group Inc.
Can Hydrogen Develop into a Global Commodity Like Lng?
Allan Baker, Global Head of Advisory and Project Finance, Societe Generale Corporate & Investment Banking
How Allogeneic Stem Cell Therapies Can Transform Prospects in Inherited Retinal Diseases
Gil Carrasquinho, VP Head of Cell Therapy, Santen
The Evolution Of Data Analytics
Jeremy Coughlin, Vice President, Enterprise Analytics, Coast Capital Savings
Driving Financial Excellence In Agribusiness Growth
Maximiliano Proano, Senior Director of Finance, Pronaca
Three Moves, One Philosophy: How Cross Industry Transitions Shaped My Approach to Modern Indirect Tax Leadership
Taiwo Ogundele, Senior Director US Operations Tax, The Coca-Cola Company [NYSE: KO]
Preparing for Q-Day: Why CIOs Must Act Now on the Quantum Threat
Fabian Schramke, Sr. Director Information Security, Newrez LLC
When Finance Stops Reporting and Starts Guiding the Business
Robin Boone, EVP of Finance Technology, PENNYMAC
Risk Management Through Collaborative Decision-Making
Todd Greenberg, Chief Risk Officer, Alliance Equipment Finance
Building Finance Around Better Decisions
John Baik, Director, Strategic Finance, Fortune Brands Innovations
