Podcasts

Consultant, Editor Emeritus, Information Management

Bridget Lipezker is senior vice president and general manager of advocacy and transparency at DirectPath.

Doug Lewis is a director at The Visionary Group who specializes in conducting M&A-related activities inside CPA firms. The Visionary Group drives growth inside CPA firms through custom M&A searches, organic business development, and succession planning. Its clients range from the top 20 firms to emerging practices. Reach him at dlewis@thinkvisionary.com.

Employees can now use the offering to pull money directly from their paycheck to save for college.

Preliminary results from HealthJoy’s new platform show employers can save $6 for every $1 spent on administering rewards.

Offering low- and middle-income employees savings interventions can have a positive impact on their personal finances.

Daniela Hawkins is a principal consultant with Capco's Banking & Payments practice.

Omri Lluz is CEO and co-founder of PerimeterX.

Matthew Erskine, JD, is the managing partner of Erskine & Erskine LLC, a fourth-generation law firm, and The Erskine Company, LLC, a consulting firm. He focuses on strategic planning and legal services for business owners, professionals, individuals, families, collectors and inheritors of unique assets. He is also active in numerous community organizations in the Worcester, Massachusetts area, including the American Antiquarian Society, the Worcester Economics Club, and the John J. Kittredge Numismatic Foundation. After graduating from Lawrence Academy, he received his BA in Medieval History from Carleton College and his JD from Suffolk University Law School.