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"Meet Kat Coronel, our Treasurer/Accounting Ace! Kat keeps our books balanced and the M&A deals flowing smoothly as a Senior Accountant on the UnitedHealth Group team. Based in sunny Los Angeles, Kat brings over 10 years of experience in Accounting across Advertising, Construction, and Healthcare to the table. When she's not crunching numbers, you might find her catching up on the latest True Crime documentaries or spending quality time with her husband and their adorable 3-year-old son. #Teamwork #AccountingLife #WomenInAccounting #LosAngeles "

✍🏻 We wrote an article today for Karbon geared to fellow accountants 🤓, explaining the importance and impact of advocating 🥊 for your clients. Advocating for your clients goes a step above 🤲 a transactional relationship. It turns a customer into a client. 👇 "In an increasingly complex financial world, accountants need to transcend their traditional roles and become advocates for their clients. " - Eric Saumure, CPA, CA, Zenbooks Jody Grunden, CPA | Summit Virtual CFO by Anders | Michelle Coates-Mather

Check out Michael Spindler, CPA, and Senior Managing Director, Forensic Accounting and Litigation Support for B. Riley, in this video from CALCPA. CPAs aren't just number crunchers, they're strategic leaders. "CPA Careers: Beyond the Numbers" unveils the dynamic and thrilling paths within the profession. Whether you're a student exploring options or a seasoned professional, gain a fresh perspective on what it means to be a CPA. #CPACareers #ForensicAccounting #Leadership #CALCPA $RILY

There are so many misconceptions about making a change when you are already established with another firm. Consolidated Plannings platform is set up for someone looking to make that leap and explore other options. Take a few minutes to check out the 3 misconceptions when it comes to switching firms. #consolidatedplanning #experiencedadvisors

A recent AdWeek article brings attention to an issue we've long discussed: While there has been some progress, only 46% of CFOs believe their CMO understands finance. Octerra offers a quick and easy way to bridge this gap. ✅ Enhances financial transparency ✅ Fosters better communication ✅ Demonstrates clear ROI on non-working expenses and production costs With Octerra, marketers are able to justify budgets and strategic decisions, making collaboration with CFOs smoother and more effective. It's an essential tool for boosting financial literacy and trust between marketing and finance. Read the full article from AdWeek here: https://lnkd.in/emZ3SN_N #Marketing #Finance #CMO #CFO #Collaboration #BusinessGrowth

Looking for some tips on how to build a people-first CAS strategy? 👋 Our CEO Kenji Kuramoto spoke with Jaclyn Anku for Intuit Accountants #ClientAdvisoryServices series! 😍 Head over to Jaclyn's article below ⬇

Wayne Atkins steps up as the new Vice President of Finance at the RV Industry Association, signaling a major shift in the financial helm of the sector. With over three decades of financial acumen, Atkins' promotion is not only a nod to his past achievements but also a strategic move for the Association during a period of economic flux and market evolution. Dive into the story of how Atkins' leadership is steering the future of the RV industry. Learn More: https://lnkd.in/g4_nYGAD

The next #ClientAdvisoryServices installment is here! Discover how leading accountants prioritize their people-centric CAS approach, and find inspiration to enhance your firm's strategy. Dive in below 👇 #CAS #accounting #accountants ⚡️Roman Villard, CPA Full Send Finance Kenji Kuramoto Acuity Accounting Heidi Grinde CLA (CliftonLarsonAllen)

What Happens in a Board Meeting? A board meeting is a formal gathering of a company's board of directors or governing body to discuss and make decisions on various matters related to the organization's management and strategic direction. The specific agenda and discussions in a board meeting can vary depending on the organization's size, industry, and needs, but here are some common elements and activities that typically occur in a board meeting: 1. Call to Order: The meeting begins with the chairperson or board president calling the meeting to order. This includes welcoming attendees and confirming the presence of a quorum, which is the minimum number of members required to conduct official business. 2. Approval of Minutes: The minutes from the previous board meeting are typically reviewed and approved. This provides an official record of what was discussed and decided in the previous meeting. 3. Reports: Various reports are presented by key members of the organization, including the CEO, department heads, and committee chairs. These reports can cover topics such as financial performance, operational updates, strategic progress, and other relevant matters. 4. Financial Updates: The board reviews financial statements, including income statements, balance sheets, and cash flow statements. They may discuss the budget, financial performance, and any issues or concerns related to the organization's finances. Read full post here - https://lnkd.in/g4rNwn4N #board #boardmeeting #director #executive #management #seniorexecutives #careeradvice