FEI Boston Thanks Our Strategic Partners

BECOME A CHAPTER PARTNER

Bridgepoint Consulting, LLC

Platinum Partner: Bridgepoint Consulting, LLC

Bridgepoint Consulting, an Addison Group company, is a leading management consulting firm that offers a full suite of services and solutions to help companies navigate the complexities of growth and change. We work with the C-Suite—with a focus on finance, risk, and technology leaders—to provide strategic resources and support critical business transitions. Our services are geared to organizations in transition, including firms experiencing high growth, meeting compliance objectives, or transforming to meet strategic
benchmarks or an M&A opportunity. Whether an organization needs interim
expertise to improve infrastructure and processes or strategic management
of a major transition or transaction, Bridgepoint’s team of qualified professionals can help.

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Kathlyn Booth

Director | Boston Office Lead
[email protected]     
617.377.6089


CFGI, LLC

Platinum Partner: CFGI, LLC

CFGI, a Carlyle and CVC Capital Partners portfolio company, is a leading global accounting and business advisory firm. We partner with our clients on their most important regulatory, transaction, and business improvement initiatives. Our team of over 1,000 former Big 4 professionals brings expertise across technical accounting, capital markets, tax, valuation, ESG, transaction advisory, restructuring, and technology solutions— all delivered with an independent and roll-up-the-sleeves approach. CFGI was founded in 2000 and serves
thousands of global clients across 19 offices throughout the Americas, Europe,
and the Asia Pacific regions.

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Lance Fournier

Managing Partner Boston Office
[email protected]                   
(203) 518-2253


Dayforce

Platinum Partner: Dayforce

Dayforce (formerly Ceridian) is a comprehensive human capital management (HCM) platform that provides organizations with a unified solution to manage the entire employee lifecycle. It integrates core HR, payroll, benefits, workforce management, and talent management processes into a single, cloud-based application. Dayforce enables companies to streamline operations, improve compliance, enhance employee engagement, and make more informed business decisions by leveraging real-time data, advanced analytics, and intuitive user interfaces.
With its scalable and flexible design, Dayforce supports businesses of all sizes and across various
industriesnin optimizing their workforce management strategies.

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Nicole Davidson

Enterprise Account Executive
[email protected]         
(201) 321-4047


FinTeam One

Platinum Partner: FinTeam One

We are your dedicated Finance Team! FinTeam's vision is to transform the financial landscape for businesses of all sizes and bring the future of managed financial services to small to medium-sized companies. Our mission is to empower businesses with the financial tools and expertise needed to perform wonders. We believe that simplifying financial management enables our clients to focus on what they do best while we handle the numbers. Together, we're shaping a future where financial success is within reach for every business.

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Priya Chanduraj

Chief Executive Officer
[email protected]               
(571)276-6266


G-P

Platinum Partner: G-P

G-P helps growing companies unlock their full potential by making it possible to build highly skilled global teams in days instead of months. Through the #1 SaaS-based Global Growth Platform™, we help find, hire, onboard, pay, and manage team members, quickly and compliantly, to expand growth opportunities for everyone, everywhere – without the hassle of setting up local subsidiaries or branch offices. It’s the everywhere workforce, working together. G-P, Global Made Possible.

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Bo O'Connell

Director of Strategic Partnerships
[email protected]                    
(508) 745-4424


Ledgent Finance and Accounting Boston

Platinum Partner: Ledgent Finance and Accounting Boston

Ledgent Finance and Accounting is a professional staffing and recruitment firm specializing in connecting qualified finance and accounting professionals with companies in need of their expertise. With a focus on providing personalized staffing solutions, Ledgent helps businesses of all sizes find the right talent to meet their financial and accounting needs. Whether it's temporary staffing, temp-to-hire, or direct placement services, Ledgent's team of experienced recruiters works closely with both candidates and clients to ensure successful matches.
By leveraging their extensive network and industry knowledge, Ledgent strives to support
companies in building high-performing finance and accounting teams while assisting
professionals in advancing their careers.

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M&T Bank

Platinum Partner: M&T Bank

M&T Bank is a regional financial institution committed to providing personalized banking, investment, and wealth management services to individuals, businesses, and communities across the Northeastern and Mid-Atlantic United States. With a rich history spanning over 160 years, M&T Bank is known for its focus on customer relationships, community involvement, and financial expertise. The bank offers a comprehensive range of products and services, including checking and savings accounts, mortgage and lending solutions, commercial banking,
insurance, and investment advisory services. Through a network of branches, ATMs, and
digital channels, M&T Bank aims to empower its customers to achieve their financial goals
while fostering economic growth and stability in the communities it serves.

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Daniel McCarthy

SVP - Sr. Relationship Manager
[email protected]                   
(617)981-3351


Zone & Co

Platinum Partner: Zone & Co

Zone & Co is reinventing the way companies approach back-office excellence, empowering finance leaders and their teams to scale and thrive in today's dynamic business landscape. Our highly flexible platform enhances out-of-the-box ERP capabilities, offering maximum visibility and control over company operations. From complex billing & revenue recognition to AP automation and advanced FP&A reporting, Zone's unified platform integrates seamlessly with leading ERP software, adapting precisely to evolving needs. Trusted by over 3,000
customers worldwide, Zone & Co is committed to delivering real-world solutions that
deliver tangible results for its customers. Headquartered in Boston, MA, with hubs
across Europe, North America, Australia, and Asia, we're dedicated to shaping the
future of enterprise back-office management.

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Brad Mortimore

VP, North American Sales
[email protected]          
617-977-4082


AAFCPAs

Gold Partner: AAFCPAs

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Addison Group

Gold Partner: Addison Group

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Brian Bednarek

Senior Vice President of Sales— Finance & Accounting
[email protected]      
(617)426-6300


AJ Gallagher

Gold Partner: AJ Gallagher

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Ameriprise Financial Services, LLC

Gold Partner: Ameriprise Financial Services, LLC

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Kellie Jacques, CFP

VP, Financial Advisor
[email protected]              
(617)912-3141


Baker Tilly

Gold Partner: Baker Tilly

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Matthew Russo

Marketing Associate
[email protected]         
(978) 557 5300


Brown & Brown Insurance, LLC

Gold Partner: Brown & Brown Insurance, LLC

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Lynne Ahearn

Vice President
[email protected]              
617.778,5075


Cabot Risk Strategies

Gold Partner: Cabot Risk Strategies

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Joe Callahan

President and CEO
[email protected]           
(800) 222-5963


Citizens Bank

Gold Partner: Citizens Bank

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Bradley Mattox

Senior Vice President
[email protected]    
(617)725-5774


CrossCountry Consulting

Gold Partner: CrossCountry Consulting

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Jay Spencer

Partner
[email protected] 
(617)417-2738


Eastern Bank

Gold Partner: Eastern Bank

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Greg Buscone

EVP, Senior Commercial Banking Officer
[email protected]            
(617)897-1097


Insperity

Gold Partner: Insperity

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Alina Ritter

Business Performance Advisor
[email protected]           
(617)633-1633


KeyBank

Gold Partner: KeyBank

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Colin March

Commercial Banking Leader
[email protected]              


KPMG

Gold Partner: KPMG

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Jena Rascoe

Associate Director | NE Marketing Leader
[email protected]                     
(617) 988-1000


Robert Half International

Gold Partner: Robert Half International

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Corey Adams

Regional President
[email protected]           
(617)951-4000


Sentinel Benefits

Gold Partner: Sentinel Benefits

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Greg Puig

Partner, Head of Group Benefits
[email protected]       
203.988.3007


Sherin and Lodgen LLP

Gold Partner: Sherin and Lodgen LLP

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Matthew Moschella

Partner, Litigation and Employment Departments
[email protected]               
(617)646-2189


STEELE GROUP

Gold Partner: STEELE GROUP

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Steele Divitto

CEO | Founder
[email protected]                
(857) 275-2814