Podcasts

Employees often struggle to understand workplace and industry-specific terms and acronyms.

Rick David currently manages DANLEX Solutions, a boutique C-suite consulting practice, specializing in working with professional services firms. He is a former audit partner with a Big Four firm and a former member of the Professional Ethics Executive Committee of the AICPA and the AICPA Council.

Kelly Rohrs, CPA, is the owner of Kelly Rohrs CPA. She is a member of the American Institute of CPAs, the New York State Society of CPAs, the National Conference of CPA Practitioners, Whoggga, and Boost Women's Networking Group. With over 10 years of experience in public accounting, she specializes in working with small to medium-sized businesses.

Through a partnership with digital educator Coursera, the global data analytics firm upskilled its organization on the Google platform.

Expanding financial benefits to employees who have savings and investment challenges is crucial for engagement and well-being.

Putting the pressure on employees to return to the office could cost financial companies their leadership.

Jonathan Kestenbaum, managing director of tech strategy at AMS, believes employers shouldn't run from New York City's Local Law 144.

Patti Clement, CPRIA, is executive vice president of high net worth personal insurance at HUB International.