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. Learn More » Kathlyn Booth | Director, Boston Office Lead [email protected] (617) 377-6089 Platinum Partner: CohnReznick LLP CohnReznick helps organizations optimize performance, manage risk, and maximize value through associated firms operating under the CohnReznick brand: CohnReznick LLP, a licensed CPA firm providing assurance services; and CohnReznick Advisory LLC (not a licensed firm) providing advisory and tax services. Together, CohnReznick provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, CohnReznick serves organizations around the world as an independent member of Nexia. Learn More » Roberta Chirco | Partner Tax [email protected] (978)624-4174 Hillary Sefcik | Senior Manager Assurance [email protected] (857)264-3910 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. Learn More » Priya Chanduraj | President [email protected] (571) 276-6266 Platinum Partner: hub international We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. Hub is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. Learn More » Doug D'Angelo | Area VP Benefits & HR Consulting [email protected] 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. Learn More » Barbara Williams | Business Solutions Manager [email protected] (617) 330-6870 Platinum Partner: M&T BANK At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. Founded in 1856 in Buffalo, NY we are now a top 11 full-service US-based commercial bank with a retail footprint across the east coast and wealth services available nationwide and abroad. As a bank, we offer advice, guidance, expertise, and solutions across the entire financial spectrum that combines M&T’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. We are a community-minded organization with more than 167 years of experience. We serve customers, community, and colleagues whether they be across the street, across the state or across the country. Learn More » Jonathan Sanchez | Head of Middle Market Banking - MA & RI [email protected] Platinum Partner: RAMP Ramp is an all-in-one financial operations platform designed to save businesses time and money. Combining corporate cards, expense management, bill payments, accounting automation, procurement, travel, treasury, and more, Ramp empowers finance teams to do their best work. More than 45,000 companies, from family-owned farms to space startups, have saved $10B and 27.5M hours with Ramp since its founding in 2019. Investors include Founders Fund, Thrive Capital, Khosla Ventures, Sequoia, Greylock, Stripe, Goldman Sachs, Coatue, and Redpoint, as well as over 100 angel investors who were founders or executives of leading companies. The Ramp team comprises talented leaders from leading financial services and fintech companies—Stripe, Affirm, Goldman Sachs, American Express, Mastercard, Visa, Capital One—as well as technology companies such as Meta, Uber, Netflix, Twitter, Dropbox, and Instacart. Learn More » Taylor Slesinski | Account Executive [email protected] gold Partner: aafcpAS Learn More » Matthew Boyle | Partner [email protected] (774) 512-4125 gold Partner: Addison Group Learn More » Brian Bednarek | Senior Vice President of Sales— Finance & Accounting [email protected] (617) 426-6300 gold Partner: Baker Tilly Learn More » Matt Kalil | Principal [email protected] (978) 569 2911 gold Partner: Brown & Brown Insurance, LLC Learn More » Andrew Godfried [email protected] Jacob Pierce Jacob.[email protected] gold Partner: Cabot Risk Strategies Learn More » Joe Callahan | President and CEO [email protected] (800) 222-5963 gold Partner: Citizens Bank Learn More » Bradley Mattox | Senior Vice President [email protected] (617) 725-5774 gold Partner: CrossCountry Consulting Learn More » Jay Spencer | Partner [email protected] (617) 417-2738 gold Partner: Eastern Bank Learn More » Greg Buscone | EVP, Senior Commercial Banking Officer [email protected] (617) 897-1097 Gold Partner: Howden Learn More » Lynne Ahearn | Senior Vice President [email protected] (617) 699 8232 gold Partner: Insperity Learn More » Alina Ritter | Business Performance Advisor [email protected] (617) 633-1633 gold Partner: KBW Financial Staffing & Recruiting Learn More » Sean Dowling | President [email protected] (617) 320-7975 gold Partner: KeyBank Learn More » Louise Roussel | Senior Banker [email protected] (617) 385-6229 gold Partner: Robert Half International Learn More » Corey Adams | Regional President [email protected] (617) 951-4000 gold Partner: Rockland Trust Bank Learn More » David Phelps | Senior Vice President [email protected] gold Partner: Sentinel Benefits Learn More » Greg Puig | Partner, Head of Group Benefits [email protected] (203) 988-3007 gold Partner: SHERIN AND LODGEN Learn More » Juliet E. Giangregorio | Marketing and Operations Coordinator [email protected] (617) 646-2034 Gold Partner: Walter Shuffain Learn More » Todd Ellis | Partner [email protected] (617) 447-2770