How We Think

We learn every day. Learning never stops. We teach what we know and inquire about we don’t. We also share our latest thinking on what’s next for our industries and our profession from some of the smartest people in the business.

What’s Driving Digital Transformation in Financial Services?

Financial services firms think they’re doing a good job of providing personalized customer experiences. The truth? They’re not.

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The Importance of Branding when Sourcing Private Equity Investment Opportunities

Cortney Stapleton, Partner and owner at Bliss Integrated Communication, founder of Exponent Women and winner of PR News 2019 Top Women in PR, shares insights...

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The Future of Accounting: 6 Key Takeaways from AICPA President and CEO Barry Melancon’s “State of the Accounting Profession & Major Issues Update”

On February 14, I had the privilege to attend an Accountants Club of America (ACA)-sponsored breakfast event featuring Barry Melancon, president and CEO of the...

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At the Intersect (Series) – Spotlight on Financial Services

In our May post, we wrote that a disproportionate amount of innovation (and competition) is happening at the intersection of traditional industries such as healthcare,...

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