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Oct 15, 2025, 15:35 ET 16th Annual Sohn San Francisco Investment Conference to Convene Leading Investors and Support Local Nonprofits
Play Foundation & Founder, Sweet JulyIn Conversation With Seth Blackman, CPA, KPMG iConnections: The Allocators Perspective Join three of the industry's
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Oct 15, 2025, 08:00 ET PKF O'Connor Davies Welcomes Kelly Morrison Lee as Managing Director
professional services in an alternative practice structure in accordance with applicable professional standards. PKF O'Connor Davies LLP is a licensed CPA firm that provides attest services and PKF O'Connor Davies Advisory LLC and its subsidiary entities provide tax and advisory services.
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Oct 14, 2025, 08:32 ET Fractional Executive Model Arrives in the Legal Industry -- BigLaw Talent, Part-Time Cost
veteran law firm operations executive who held leadership roles at several Am Law 50 firms including DLA Piper, and Jeff Marquis, a Harvard-trained CPA, CFA, and former CEO, FFA helps midsized law firms gain executive-level insight without adding full-time overhead. FFA's team
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Oct 14, 2025, 08:04 ET Wipfli associates unite for 21st annual Community Day
capabilities with local relationships. Wipfli operates under an alternative practice structure: Wipfli LLP, a licensed CPA firm, provides attest services, while Wipfli Advisory LLC, a non-CPA firm, delivers business advisory and non-attest services. Learn more at wipfli.com or contact Alicia O'Connell at
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Oct 14, 2025, 08:01 ET NextPlat Names Amanda L. Ferrio, Vice President of Accounting & Finance, as its New Chief Financial Officer
and retail channels worldwide, today announced the promotion of Amanda L. Ferrio to the position of Chief Financial Officer, replacing Cecile Munnik, CPA/CA who has decided to depart the Company following completion of a transition period including the filing of the Company's quarterly report for the period
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Oct 14, 2025, 08:00 ET Atossa Appoints Mark Daniel, CPA, as Chief Financial Officer to Lead Finance, Systems, and Capital Strategy for Commercial Readiness
clinical-stage biopharmaceutical company developing new approaches in breast cancer treatment and prevention, announces the appointment of Mark Daniel, CPA (WA; inactive), as Chief Financial Officer. Mr. Daniel is a senior finance leader with more than 25 years of experience building the forecasting cadence,
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Oct 14, 2025, 08:00 ET Adaptive Announces Procore Integration to Bring AI-Native Project Financials to Construction CFOs and Controllers
free to grow without requiring additional back office staff. Since launching in 2023, we've grown to ~700 customers, partnerships with several top 100 CPA firms, and have raised $26m from leading venture capital firms such as Andreessen Horowitz and Emergence Capital.
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Oct 13, 2025, 08:05 ET Cetera Welcomes 34-Member Pillar Financial Group with $1.8 Billion in Client Assets
Keith Foe, CFP®, CPA, CLU®, CFA®, QPFC, highlighted Pillar's unique approach to succession planning: "With advisors ranging from their 20s to their
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Oct 13, 2025, 08:00 ET Citrin Cooperman Announces Chief Financial Officer Transition
Code of Professional Conduct and applicable law, regulations, and professional standards. Citrin Cooperman & Company, LLP, a licensed independent CPA firm, provides attest services and Citrin Cooperman Advisors LLC provides business advisory and nonattest services. Learn more
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Oct 09, 2025, 16:09 ET Verito Enhances IT Support for Accounting Firms with Enterprise Cybersecurity Suite & Dedicated Private Servers with VeritComplete
The program addresses a critical vulnerability in how accounting firms approach technology. Most CPA practices piece together cloud hosting from one vendor, IT support from another, and cybersecurity monitoring from a third provider. That fragmentation
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Oct 09, 2025, 09:00 ET John Walsh, Global Client Service Partner, Banking and Capital Markets at Ernst & Young LLP, named to Partnership with Children Board of Directors
capital markets and consumer banking clients, Walsh has been a trusted advisor helping organizations navigate complex challenges. A CPA and member of the American Institute of Certified Public Accountants, Walsh earned his BS in Economics from the Wharton School at the University of Pennsylvania
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Oct 09, 2025, 08:34 ET Porte Brown Recognized by Accounting Today - 2025 Best Accounting Firms for Women
AccountingToday.com. "We are honored to be named one of Accounting Today's 2025 Best Firms for Women," said Kelley Hare, CPA, MST, Tax Partner. "This recognition highlights our commitment to providing an environment where women can build meaningful careers and contribute at
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Oct 09, 2025, 08:00 ET PKF O'Connor Davies Launches Enterprise-wide ChatGPT Integration
professional services in an alternative practice structure in accordance with applicable professional standards. PKF O'Connor Davies LLP is a licensed CPA firm that provides attest services and PKF O'Connor Davies Advisory LLC and its subsidiary entities provide tax and advisory services.
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Oct 08, 2025, 17:00 ET Designer Brands Inc. Announces CFO Transition Process
he was a senior director of financial reporting at SUPERVALU INC. and a director of assurance services at Deloitte & Touche LLP. Mr. Haley is a CPA and holds Bachelor of Science degrees in Finance and Accounting from the University of Idaho. "Mark is a trusted and accomplished
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Oct 08, 2025, 10:34 ET Cherry Bekaert Set to Acquire Pennsylvania-Based Herbein + Company, Inc.
alternative practice structure in accordance with applicable professional standards. Cherry Bekaert Advisory LLC is not a licensed CPA firm. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest
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Oct 07, 2025, 13:00 ET Vaniam Group Welcomes Meredith Keyes, CPA, as Chief Financial Officer to Propel Strategic Growth and Innovation
growing healthcare communications organization specializing in oncology and rare diseases, is pleased to announce the appointment of Meredith Keyes, CPA, as Chief Financial Officer. This leadership addition reinforces the company's commitment to scaling its operational and financial infrastructure to
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Oct 07, 2025, 11:02 ET sFOX Strengthens Team with Key Hires from the Payments, Crypto and Institutional Finance Industries, Appointing Fintech Veteran Mark Britto as Advisor
MBA from the Fuqua School of Business at Duke University, and a BS in Accounting & Finance from the University of Connecticut, and is a registered CPA. Javier Martinez, Chief Compliance Officer and Legal Officer – Martinez serves as Chief Compliance Officer, Chief Legal
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Oct 07, 2025, 09:00 ET EisnerAmper Names 31 New Partners
EisnerAmperEisnerAmper, one of the largest business consulting firms in the world, is comprised of EisnerAmper LLP, a licensed independent CPA firm that provides client attest services; and Eisner Advisory Group LLC, an alternative practice structure that provides business advisory
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Oct 07, 2025, 08:43 ET ScholarShare 529 Surpasses $1 Billion in 2025 Contributions
one year is a powerful reminder that California families are investing in their children's futures like never before," said State Treasurer Fiona Ma, CPA, Chair of the ScholarShare Investment Board which oversees the plan. "ScholarShare 529 is helping families take control of the rising cost of higher
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Oct 07, 2025, 08:00 ET PKF Investment Banking Closes Sale of Reef Industries Inc. to Inteplast Group
professional services in an alternative practice structure in accordance with applicable professional standards. PKF O'Connor Davies LLP is a licensed CPA firm that provides attest services and PKF O'Connor Davies Advisory LLC and its subsidiary entities provide tax and advisory services.
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Oct 07, 2025, 07:00 ET Elevate Announces Strategic and Capital Investment in Gilmore Advisors LLC. Expands Bay Area presence with San Mateo-based firm
will remain with Gilmore & Associates LLP, an independently owned and licensed CPA firm. About Gilmore & Associates, LLP Based in San Mateo, California, Gilmore & Associates, LLP is a leading CPA and advisory firm serving businesses, nonprofits, high-net-worth individuals, and
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Oct 06, 2025, 13:59 ET Verito Unveils Enterprise-Grade IT Support for Accounting Firms, Guaranteeing Uptime and Simplified Compliance
have never had a bad support experience," says Steve T., President of a CPA firm and a seven-year Verito client. "The server speeds are great, and the uptime is almost 100%." Jennifer C., owner of J.T. Clark CPA, LLC, confirms the impact. "Switched to Verito hosted server two years
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Oct 06, 2025, 11:00 ET Novogradac Summit to Discuss Future of Now-Permanent Opportunity Zones Incentive
2017 and was scheduled to sunset after 2026. We were excited to see that the OBBBA included the permanence of the OZ incentive," said Jason Watkins, CPA, a partner in Novogradac's metro Atlanta office, and chair of the summit. "There are several big changes to the OZ incentive from the new legislation,
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Oct 06, 2025, 10:27 ET SOTSU FlipAction, FlipAction & Lives and Life Founder Haifeng Mike Zhao Launches Lives and Life FlipAction, The World's First Dream-Life Board and Trading Card Game
has lived in the United States for nearly 30 years and has been an avid collector and sports fan for just as long. Mike also happens to be a US based CPA who worked at investment banks such as Morgan Stanley and several Global Fortune 500 firms before launching the brands. Mike holds three master's degrees,
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Oct 06, 2025, 09:29 ET IRIS Software Group Launches IRIS Firm Management Core to Transform Practice Management for Mid-Sized CPA Firms
Core (IFM Core): a pre-configured, streamlined version of its enterprise-proven IRIS Firm Management platform (IFM). Designed specifically for mid-market CPA firms across the U.S., IFM Core delivers enterprise-grade practice management capabilities without enterprise complexity — enabling firms to be fully
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