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Posts tagged ‘CPA’

Top five gadgets financial professionals need in 2015

Top 5 Tech Gadgets Financial Advisors Need in 2015



I remember when I got one of the early generation iPods as a gift. It was my first piece of “emerging” technology, and it promised brand new experiences. More than just a device to me, it was a truly engaging digital experience. I was hooked. I’ve since dedicated my life to technology and its…

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New Technology Will Never Make Teamwork Obsolete



As I was finishing up my continuing legal education (CLE) filing recently, it occurred to me that I was admitted to the practice of law 30 years ago. As I reflected on my career and current position as Assistant Vice President – Advanced Solutions, it was easy to see all the technology changes…

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