PNC Bank Jason Wright Senior Vice President, Treasury Management Officer – South Texas [email protected] About this sponsor At PNC, our Approach Is What Makes Us Unique. We combine the knowledge, insight and decision making of a local team with the strength and resources of one of the country’s largest banks - to deliver sophisticated banking and advisory solutions to companies across all industries. PNC provides both the deep financial resources and the confidence you need to grow and win in today's competitive markets. We have a proven record of success with thousands of companies across hundreds of industries, and an extensive breadth of capabilities that have been developed and scaled specifically for mid-sized companies and large corporations. Our Corporate Banking relationship managers are advisors to their clients' businesses and serve as your primary point of contact, making it easier for you to access all that PNC can deliver.
Alliant Insurance Services, Inc. Terry Cox SVP Producer, Employee Benefits [email protected] About this sponsor Alliant was founded on a simple yet powerful belief: that risk management should be a catalyst for growth, not just a safeguard against loss. From its earliest days, Alliant has embraced bold ideas, fueled entrepreneurial thinking, and sought opportunities where others see risk. As one of the nation’s leading insurance brokers and consultants, we’ve built our reputation by challenging convention.
Brown & Brown Bonnie Sullivan VP Employee Benefits [email protected] About this sponsor Brown & Brown brings insurance, risk management, and employee benefits together to help businesses and individuals navigate risk with confidence and clarity. No matter where you are on your growth journey – whether you are a highly complex multinational enterprise, an individual, or anything in between – our experienced teams can help find solutions at every stage.
Cherry Bekaert Advisory LLC Chris Neal Tax Partner [email protected] About this sponsor Cherry Bekaert is a Top 20 ranked U.S. CPA and advisory firm specializing in tax, audit, assurance, digital consulting, and M&A advisory services for middle-market companies, government contractors, nonprofits, and private equity-backed businesses. We deliver digitally driven, industry-aligned solutions that help clients transform from mid-market players into market leaders in today’s competitive landscape. For over 75 years, Cherry Bekaert has been the trusted growth advisor to global corporations, startups, government entities, and successful individuals.
Clark Hill James "Jim" Cameron Attorney [email protected] About this sponsor At Clark Hill, our value proposition is simple. We offer our clients an exceptional team, dedicated to the delivery of outstanding service. We recruit and develop talented individuals and empower them to contribute to our rich diversity of legal and industry experience. With locations spanning across the United States, Ireland, and Mexico, we work in agile, collaborative teams, partnering with our clients to help them reach and exceed their business goals.
CohenReznick LLP Craig Golding Partner [email protected] About this sponsor Recognizing the emerging market forces that drive opportunity. That’s what sets CohnReznick’s industry-leading advisors apart. Our team of advisory, assurance, and tax professionals is committed to helping our clients optimize performance, manage risk, and maximize stakeholder value.
Focus Strategies Investment Banking Gary Valdez President [email protected] About this sponsor We are experts in investment banking, but our experience goes much deeper. We are experienced in a broad range of industries and our people are adept at getting up to speed fast – so we are always positioned to identify market opportunities and maximize returns.
Cherry Bekaert Austin Lara Director of Business Development [email protected] About this sponsor Cherry Bekaert is a Top 20 ranked U.S. CPA and advisory firm specializing in tax, audit, assurance, digital consulting, and M&A advisory services for middle-market companies, government contractors, nonprofits, and private equity-backed businesses. We deliver digitally driven, industry-aligned solutions that help clients transform from mid-market players into market leaders in today’s competitive landscape. For over 75 years, Cherry Bekaert has been the trusted growth advisor to global corporations, startups, government entities, and successful individuals.
Eisner Advisory Group LLC Brian Kurtz Partner [email protected] About this sponsor EisnerAmper is a global accounting firm providing assurance, tax, advisory, and outsourcing services to public and private companies, guided by a purpose to build relationships, earn trust, and empower the growth of our clients. In Chicago, partners Brian Kurtz and Joseph Royster specialize in privately held middle market companies, particularly those with lean finance teams. We work alongside your finance team to get from draft trial balances to finished financial statements and tax returns, and we advise on technical accounting matters, accounting processes, and tax savings opportunities along the way.
Assured Partners Mike Healy Senior Employee Benefits Consultant [email protected] About this sponsor Coming soon…
BDO Mark Schakowsky Director, Business Development [email protected] About this sponsor At BDO, our purpose is to be the people you count on to grow with confidence and achieve what matters most. Our professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. We are proud to be an ESOP company, inspiring an ownership mindset that enables our collective success. BDO is the brand name for the BDO network and for each of the BDO Member Firms. BDO USA, P.C., a Virginia professional corporation, is the U.S. member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms. For more information, please visit: www.bdo.com.
Bill.com Manuel Strong Senior Account Executive [email protected] About this sponsor BILL is a financial operations platform that helps businesses automate and manage accounts payable, accounts receivable, spend, and expenses in one place. Its solutions support bill creation and payment, invoicing and collections, expense management, budgeting, corporate cards, and payment workflows, with integrations that help businesses sync financial data with their accounting software. BILL helps companies improve efficiency, gain greater visibility into cash flow, and maintain more control over their financial operations.
CLA Sean Hastings Principal [email protected] About this sponsor CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 U.S. locations, and a global vision, we promise to know you and help you. For more information, visit CLAconnect.com. CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See CLAglobal.com/disclaimer. Securities and investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor, member FINRA/SIPC.
Corpay Michael McGreal Director, Strategic Sales [email protected] About this sponsor #1 B2B Commercial Mastercard issuer – Spend with the Best Unmatched card program with flexible cash back, custom controls, and full visibility across all business spend. Join 800,000+ businesses running on Corpay. Earn rebates and add new revenue stream Reduce errors, fraud risk, and policy violations Centralize spending and visibility
Forvis Mazars Jack Klage CPA, Director - Assurance [email protected] About this sponsor With Forvis Mazars, you can expect more from your accounting and consulting firm professionals. Forvis Mazars is a top integrated public accounting firm with diverse teams and locations worldwide. We're focused on delivering impact and helping you drive your business forward with momentum. Rooted in unrivaled relationships based on integrity and forward thinking, our Unmatched Client Experience® can help you achieve your next level of excellence. You'll get the benefit of a big firm's experience with the personal touch of a smaller firm. With a lower partner-to-staff ratio than most leading firms, you'll receive the individual attention you deserve. Your success genuinely matters to us. We listen actively and follow well-established processes while remaining nimble enough to adapt, always asking if there's a better way. Click to find out what makes us different: Why Forvis Mazars | Forvis Mazars US
HUB International Cynthia Hicks Associate Director, Field Marketing [email protected] About this sponsor Coming soon…
Katalyst Group Kevin Kaye Chief Executive Officer [email protected] About this sponsor Katalyst Group is a Chicago-based talent solutions firm specializing in accounting, finance, human resources, and business operations. We help organizations build high-performing teams through executive search, direct-hire recruiting, interim and project staffing, and advisory services. Guided by a commitment to trust, transparency, and long-term partnerships, we connect exceptional talent with organizations where they can make a meaningful impact. #letskatalyze
Korn Ferry Emily Golin Director, Interim Finance & Accounting Solutions [email protected] About this sponsor Coming soon…
Paylocity Alexis Dervishi Senior HCM Account Executive [email protected] About this sponsor Coming soon…
RGP Kelly Fitzpatrick Vice President, Client Development [email protected] About this sponsor Coming soon…
RSM Mark Shambo Client Relationship Director [email protected] About this sponsor RSM helps CFOs and finance leaders solve complex business challenges, manage risk and improve performance. We bring the right industry and functional expertise to the table, whether the priority is growth, transformation, transactions, tax, compliance or operational improvement.
Signature, a division of Esquire Bank Jason Chess Senior Vice President, Commercial Banking [email protected] About this sponsor Coming soon…
U.S. Bank Adam Gelfeld Senior Vice President [email protected] About this sponsor Headquartered in Minneapolis, U.S. Bancorp is the parent company of U.S. Bank National Association, the fifth-largest commercial bank in the United States. The company's three major business lines serve 15 million clients globally, and its team of nearly 70,000 people invest their hearts and minds to power human potential every day. Ranked 110th on the Fortune 500, U.S. Bancorp is deeply respected for its culture and long-term stewardship and admired for its diversified business mix and product capabilities. Within the U.S. Bank Institutional Client Group, the company serves large-cap and middle-market companies, government and financial institutions, and nonprofits in every state -- across more than 20 sectors – with unique solutions to help them grow and innovate.
Valuation Research Scott Slade Senior Vice President [email protected] About this sponsor Coming soon…