Podcasts

Joe Salesky is CEO of CRMNEXT, the largest global provider of CRM in financial services, where he is responsible for the company’s entry into the U.S. market. A seasoned expert in software and financial services, Joe has spent more than 25 years developing and delivering disruptive technology-enabled solutions. He holds 21 patents on technologies currently used by both consumers and large enterprises, including mobile banking and the original patent for web-conferencing. A luminary in his space, Joe has deployed mission critical systems at more than half of the Fortune 500 companies and is a respected speaker at industry and media events. He has been quoted in leading national, international and industry publications and has led his companies to achieving numerous prestigious awards.

CJ Aberin is a principal at KBKG and oversees the Green Building Tax Incentive practice. Over the last several years, He has performed Green Building Tax Incentive studies and cost segregation for clients in various industries that range from Fortune 500 companies to individual real estate investors. Aberin is accredited to certify energy efficient tax credits and is one of the first professionals in the country to earn the highest level of industry certification in cost segregation. He currently co-chairs PrimeGlobal’s Construction & Real Estate Group, which has over 200 members.

Gary Hecht, Ph.D., is associate professor of accountancy and PwC faculty fellow in the Gies College of Business at the University of Illinois at Urbana-Champaign, as well as an instructor on Coursera. Gary primarily teaches managerial and cost accounting, Ph.D. research seminars, and accounting analytics courses. Gary’s primary research interests include subjective performance evaluation and strategic performance measurement systems.

Retirees are advised to step back to get a better perspective and then review their asset allocation in their portfolio.

Pension account auto-portability can provide security to millions of retirement-savers across America.

Do distractions and absenteeism abound when it’s time for the games? Employers need to set expectations to avoid losses in worker effectiveness.

Patrick Cox is CEO of TRUSTID.

Advisers who rely on the Best Interest Contract Exemption need to comply with the three Impartial Conduct Standards, otherwise they fall under non-exempt prohibited transactions.

Bruce L. Ashton is a partner at Drinker Biddle. He has more than 35 years of experience handling employee benefits matters.

Joshua J. Waldbeser is a partner at Drinker Biddle. He counsels plan sponsors and committees on their fiduciary responsibilities under ERISA, as well as design and operational considerations for 401(k) plans, ESOPs and other defined contribution plans.