Podcasts

Ramon Looby is the founder of Axxale Communications Group and a former senior director of public policy at the Consumer Data Industry Association. He is also the former president and CEO of the Maryland Bankers Association, and a former senior vice president of Public Policy at Bank of America.

Listening to your employees is good for business, but Gen Z employees feel they’re being ignored and their opinions aren’t valued.

The best financial wellness solutions for employees may be hidden within your current benefits lineup.

“There's going to be a long tail of mental health issues as we come out of the pandemic because the reasons that lead to these mental health increases are still there.”

Chelsea Hodl, CFP, provides concierge level financial planning and analysis for clients as well as partner relations with financial vendors. She has also co-authored a book on financial tips.

Shannon Irwin provides clients with concierge level services as related to the Synergy process for financial planning and portfolio management. She has worked with banks and brokerages in varying capacities over her career.

Renee Schroder works with clients on back office operations at Synergy Financial Group and supports in managing client relationships. She processes client information and manages ongoing client projects.

Baruch Lev is the Philip Bardes Professor of Accounting and Finance at New York University Stern School of Business, where he teaches courses in accounting, financial analysis and investor relations. Professor Lev has been with NYU over 20 years. His primary research areas of interest include financial statement and investment analyses; intangible assets/intellectual capital; management and valuation; capital markets; and mergers and acquisitions. He is the author of six books including "Intangibles: Management, Measurement, and Reporting," "Winning Investors Over" and, most recently, "The End of Accounting and the Path Forward for Investors and Managers." Lev has published over 120 research studies in the leading accounting, finance and economic journals and received numerous awards and honorary doctorates. Before joining NYU, he held academic positions at the University of Chicago, the Hebrew University of Jerusalem, Tel Aviv University, where he was dean of the business school, and University of California at Berkeley (jointly appointed by the business and law schools). Lev's practical experience includes auditing, and investment banking. He was also a partner for over 15 years in a consulting firm.

Tara Pendleton is assurance director and audit quality director at BDO USA.

When compared to their straight colleagues, 39% of queer employees worry that they will never be able to retire, a Lincoln Financial study finds.