AchieveNEXT has released its 2021 Mid-Year Update to CFO-CHRO Sentiment Report . The report highlights a significant uptick in economic confidence compared to January, 2021 and even more so when juxtaposed against the same period in 2020. Survey analysis details the excitement finance and HR...
I spent some time this weekend reviewing the sentiment data and transcripts from recent discussions within our CFO and CHRO Alliance Peer Advisory Networks and can say, with confidence, that the overall business and economic outlook of finance and HR leaders from emerging and mid-market U.S....
Lori Hardwick is the CEO of Wealth Tech at Red Rock Strategic Partners. With 25 years of experience in the wealth tech industry, Lori is known for her intense passion for continuous improvement on behalf of financial advisors and their firms. She currently serves on several boards, including the...
Chukky Okobi is a keynote speaker, mindset coach, entrepreneur, and former NFL Super Bowl Champion. He is currently a Master Practitioner in Neuro-Linguistic Programming (NLP) and the Founder of Basic Instructions, a mental bootcamp that helps organizations, leaders, and teams work through...
Todd White is the Chief Operating Officer and Chief Financial Officer at AchieveNEXT. He is a high-impact senior financial executive, strategist, and business developer with over 20 years of experience in private equity and venture capital transactions. In his role at AchieveNEXT, Todd has led...
Bryan Lapidus is the Director of the FP&A (Financial Planning and Analysis) Practice at the Association for Financial Professionals (AFP). AFP is a professional society committed to advancing the success of treasury and finance members and their organizations. In addition to his FP&A...
Alan J. Kaplan is the Founder and CEO of Kaplan Partners, an executive search and board advisory firm. Alan launched Kaplan Partners in 1994 after beginning his corporate banking career with First Pennsylvania Bank and Meritor/PSFS. Since then, he has built Kaplan Partners into a nationally...
Nikki DiCaro is the Chief Financial Officer and Chief Data Officer for the Jewish Federation of Greater Philadelphia, an organization that mobilizes financial and volunteer resources to address the Jewish community’s most critical priorities. In this role, Nikki is responsible for the...
Tracy LaLonde is a professional speaker, business development coach, and author of The Joychiever Journey . She has 28 years of experience in professional public speaking and 20 years of experience in the legal industry. After transforming her life and career through her own joy journey, Tracy...
Colleen Mook is an experienced entrepreneur, investor, speaker, podcaster, and small business consultant. Since selling her successful business, Baby Be Hip, in 2019, Colleen has focused her time on helping other entrepreneurs develop their businesses and balance the demands of work and home. In...