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Houston date has been scheduled for “The Art of PMO” workshop led by Rich Butkevic, PMP, CSM.


Over the course of 3 hours, the Art of PMO Workshop will help participants gain a greater understanding of how they can quickly drive meaningful change throughout their Project Management office (PMO) that translated into real world results.

Rich Butkevic explains the overarching mindset that serves as the basis for The Art of PMO workshop as follows, “I’ve found the best way to illustrate some of what I believe are self-evident principles the workshop is baed on is by using the example of preparing a recipe. When you’re cooking a recipe, it’s really very much like a project. You have the result you’re trying to achieve, let’s say it’s a chocolate cake, and you have the steps you need to take in order to get to that end result. The first principle we dig into during the workshop is that different recipes should be used based on the skills of the person cooking. I’m not a great cook, so although I’m sure it would be better to temper my own chocolate like a professional pastry chef would, that’s not the recipe I should follow because my likelihood of success is so low. A pretty good chocolate cake is far better than one with burnt, clumpy chocolate. Similarly in PMO’s, I often see the processes based on what the ultimate ideal is, and no consideration being paid to whether or not the staff will actually be able to execute it effectively. Another example is that a recipe needs to be performed in a certain sequence in order for it to have the desired end result. You have to add the dry ingredients first, and then eggs, and then mix, and whatever else. You can’t start mixing before it’s time and you can’t skip steps that are crucial to the end results or which are needed as an input to the next step. A PMO should have the same perspective…the focus shouldn’t be on nuances of the process until the larger things are going well. Don’t bother trying to have resources estimate how many hours a task will take if they can’t determine how many DAYS it will take with a reasonable level of accuracy. Don’t worry about trying to project resource allocation across your entire portfolio six months from now until you can estimate what you’ll be doing next week fairly well. There’s many more examples, but in a nutshell we need to get far more strategic about developing our PMO organizations, and there’s some simple ways to do that which we work through in The Art of PMO workshop.”

Registration is now open for the Houston workshop on November 2, 2019 at 9:30AM. To register or to contact Rich Butkevic, please visit: https://artofpmo.com

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DATAMARK Announces Ribbon-Cutting at New Harrisburg Site


“We strive to build strong relationships with the communities we serve, as well as with all our clients, and the Harrisburg site enables us to do just this while expanding to meet increasing demands.”

DATAMARK, a global Business Process Outsourcing company, is celebrating the opening of its new facility in Harrisburg, Pennsylvania. The company’s senior management team, as well as Harrisburg site staff, will be present at the ribbon-cutting ceremony on October 9th, 2019.

The new high-tech facility will provide enterprise-level mailroom services as well as document scanning, classification, and data capture services. The Harrisburg opening extends the company’s domestic facility footprint, becoming DATAMARK’s first site in Pennsylvania. Facilities in El Paso and San Antonio, as well as a number of facilities throughout Mexico and India, are already in full swing, serving growing demand for the company’s offerings.

“We’re excited to be opening another domestic facility,” DATAMARK President Bill Randag explains. “We strive to build strong relationships with the communities we serve, as well as with all our clients, and the Harrisburg site enables us to do just this while expanding to meet increasing demands.”

As organizations scale up and compete in a global economy, solutions such as those being offered in Harrisburg, as well as contact center management, data entry, business engineering, and consulting become essential. DATAMARK, a leader in Business Process Outsourcing since 1989, provides Fortune 500 companies, government agencies, and other large enterprises with custom strategies to streamline workflows, mitigate risks, and reduce costs. Additional information on DATAMARK’s business process outsourcing services can be found at DATAMARK.net/services.

Due to increased demand, the company’s already exponential growth has led to the creation of thousands of jobs worldwide. The facility in Harrisburg has the initial capacity to employ an additional 86 people, with potential to expand significantly in the future. Those interested in exploring opportunities with DATAMARK may visit careers.DATAMARK.net.

About the Company:

Founded in 1989, DATAMARK, Inc. is a leading Business Process Outsourcing (BPO) company headquartered in El Paso, Texas. DATAMARK serves Fortune 500 companies, government agencies, and other large enterprises at our delivery centers worldwide, including the U.S., Mexico, and India, offering a wide range of outsourced back-office services, including call center services; high-volume digital mailroom and mail center management; and data entry, document processing and document management, and business engineering services.

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Lucas Group Nashville Office Supports Region’s Explosive Job Growth


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Thanks to Nashville’s prime geographic location and booming manufacturing scene, the demand for supply chain and operations talent will only intensify – and a business-as-usual approach won’t land top performers.

Lucas Group, ranked sixth on Forbes’ Best Professional Recruiting Firms list for 2019, is expanding the firm’s Nashville presence at One Nashville Place, 150 4th Ave N Suite 1325. The larger office space supports Lucas Group’s talent recruitment efforts on behalf of companies amid the city’s explosive business growth.

The greater Nashville Metro Area is predicted to experience a job growth rate of 50.5% over the next decade – significantly stronger growth than the US average of 33.5%.

Nashville is a favorite second home for West Coast tech giants, like Amazon, and a growing regional HQ powerhouse. Job growth is on track to outpace the population, with a predicted shortage of 25,000 employees over the next decade.

“In this candidate-driven market, an executive recruiter with deep local connections can be a true consultative ally. My goal is to provide invaluable guidance to accelerate the hiring process without compromising talent quality,” says Nashville native Sam McDonald, Managing Partner, IT, who advises companies on the new rules for IT recruitment.

Joining McDonald in the Nashville office are Lindsay Davis, Managing Partner Accounting & Finance, Chris Abrams, Managing Partner Human Resources, and Nate Erdtmann, Managing Partner, Manufacturing.

“Thanks to Nashville’s prime geographic location and booming manufacturing scene, the demand for supply chain and operations talent will only intensify – and a business-as-usual approach won’t land top performers,” said Erdtmann.

When it comes to closing candidates, small and medium-sized businesses are struggling to compete with giants like Amazon.

“The majority of hires are passive candidates who are not actively looking for new opportunities,” said Davis. “The right recruiter will understand a professional’s pain points – commute length, advancement opportunities – and pitch an opportunity accordingly. This is the competitive edge that gets candidates excited about an offer.”

“Our recruiters work hand-in-hand with a company’s internal hiring manager to fill positions that stretch across multiple skill sets and require a deeper network than any one person can provide,” adds Abrams, who cautions companies not to overlook the hidden cost of leaving a critical position unfilled.

Headquartered in Atlanta, Georgia with offices across the country, Lucas Group employs expert, localized search with national reach, tapping into a passive talent network to deliver a curated list of candidates uniquely suited to a company’s talent needs.

About Lucas Group

Lucas Group is North America’s premier executive search firm. Since 1970, our culture and methodologies have driven superior results. We assist clients ranging in size from small to medium-sized businesses to Fortune 500 companies find transcendent, executive talent; candidates fully realize their ambitions; and associates find professional success. To learn more, please visit Lucas Group at http://www.lucasgroup.com and connect with us on LinkedIn, Facebook, and Twitter.

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Fractional CFO Services Company Expands Footprint in Detroit, Pittsburgh and Erie, PA Markets


“We are passionate about helping entrepreneurs, in each of the markets where we operate, achieve their financial goals.”

FocusCFO, which provides fractional CFO Services to small and medium sized business, is pleased to announce it has expanded its geographic footprint in the Detroit, Pittsburgh and Erie, Pa. markets.

“We are passionate about helping entrepreneurs in each of the markets where we operate achieve their financial goals,” said Brad Martyn, FocusCFO CEO and Founder. “We have found a sweet spot with companies that are typically entrepreneur-led, with annual sales ranging from $2-$40 million. Many clients are in the $2-$6 million range when we start,” he added.

Since 2001, FocusCFO has been helping clients manage three key areas: cash flow, business risk and scalable growth, resulting in increased value in the business. They do this on a fractional basis, meaning clients get all the advantages of a full-time CFO on terms that are flexible and affordable, working exclusively onsite at the client’s office under a recurring schedule that fits within their budget. Typically, engagements are one to two days per week, but can vary.

“Today’s small business owner is immersed in operations, sales, and finance, all of which require time and energy,” said Tom Bartos, Area President of FocusCFO. “FocusCFO works alongside the company’s team to understand their operations and add value to their financial matters. Our goal is to become a long-term trusted advisor for the company,” he added.

FocusCFO carefully selects one of its highly experienced CFOs and he/she works onsite as a member of the company’s team. During the first several months, the FocusCFO team works with the business owner to create a financial roadmap. The CFO then works as part of the company’s internal management team in all aspects of their day-to-day areas involving cash flow, finance and operations. This results in enhanced financial reporting and forecasting, unprecedented clarity and a strategy to meet the client’s goals.

“This gives entrepreneurs running those businesses a level of internal CFO support they never envisioned they would have access to,” said Martyn. “It frees them up to do the things they need to spend time on in order to grow their business.”

FocusCFO has more than 80 Area Presidents, CFOs and support staff serving over 200 clients throughout Ohio, northern Kentucky, western Pennsylvania and southeast Michigan. For more information, visit http://www.focuscfo.com.

About FocusCFO:

FocusCFO is a fractional CFO company dedicated to helping small to medium sized businesses achieve their company’s financial goals. Unlike other companies who bucket CFO Services in a menu of other business services, FocusCFO are experts in CFO Services. FocusCFO’s highly diverse and experienced CFOs become a part of a client’s senior management team, helping to manage three key business areas: increasing cash flow, reducing business risk and creating scalable growth. With more than 200 clients and more than 80 associates, FocusCFO supports small and medium size businesses and organizations throughout Ohio, western Pennsylvania, northern Kentucky and southeast Michigan.

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CanAm Enterprises President and CEO, Tom Rosenfeld, to Speak at EB-5 Expo Hong Kong


Tom Rosenfeld, Founder, President & CEO of CanAm Enterprises

Tom Rosenfeld, Founder, President & CEO of CanAm Enterprises

Mr. Rosenfeld will share his views on the future of EB-5, the current Program status, and the proposed regulatory changes to the Program.

CanAm Enterprises (“CanAm”) is pleased to announce that its Founder, President and CEO, Tom Rosenfeld, will speak at the 2019 EB-5 Expo Hong Kong, which takes place on October 19th. Mr. Rosenfeld will share his views on the future of EB-5, the current Program status, and the proposed regulatory changes to the Program. He will also share his expertise and explain what to consider when selecting a reputable EB-5 regional center to Hong Kong-based investors.

Mr. Rosenfeld founded CanAm Enterprises in 1987 and through his vision and leadership, CanAm has become the country’s leading sponsor of EB-5 investments and the exclusive EB-5 Program representative of several government and quasi-governmental entities.

CanAm owns, directs, and manages a family of seven USCIS-designated EB-5 regional centers that are strategically located across the United States. Basing its business on a reputation of credibility and trust, CanAm has financed nearly 60 projects and raised more than $2.8 billion in EB-5 investments. More than $1.3 billion in EB-5 capital from over 2,600 families has been already repaid by CanAm’s 40 projects to date. CanAm has been the standard bearer of transparency in the EB-5 industry, having had its track record verified annually by an independent auditor, PKF O’Connor Davies, to provide verified information to its investors. In addition, CanAm was the first regional center operator to set up its own affiliated FINRA–registered Broker–Dealer, which is fully compliant with SEC and FINRA regulations.

The EB-5 Immigrant Investor Program is administered by the United States Citizenship and Immigration Services (USCIS). The Program provides qualified foreign investors with the opportunity to earn “conditional” or temporary two-year green card status in return for investing $500,000 (or $900,000 after November 21, 2019) in businesses located in high unemployment areas that create or retain at least ten permanent full-time jobs for U.S. workers.

Prospective investors pursuing permanent residency in the United States are invited to read CanAm’s EB-5 Program Overview and inquire about the EB-5 Visa options.

About CanAm Enterprises

With three decades of experience promoting immigration-linked investments in the United States and Canada, CanAm has a long and established track record. Basing its business on a reputation of credibility and trust, CanAm has financed nearly 60 projects and raised more than $2.8 billion in EB-5 investments. More than $1.3 billion in EB-5 capital from over 2,600 families has been repaid by CanAm’s 40 projects to date. CanAm exclusively operates seven USCIS-designated regional centers that are located in the city of Philadelphia, the Commonwealth of Pennsylvania, the metropolitan regions of New York & New Jersey, the states of California, Hawaii, Florida, and Texas. For more information, please visit canamenterprises.com.

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Argos Risk to present at AFP 2019 Treasury & Finance Annual Conference


Referencing events from industry front line, we will share why it is imperative for an organization to define and embrace their risk appetite, said Kevin Sasser, Argos Risk Director of Strategic Initiatives

Argos Risk®, an industry leader of Third-Party Risk Intelligence (TPRI) solutions, today announced Argos Risk’s Director of Strategic Initiatives, Kevin Sasser, will present with Secura Risk Management Founder, Terri Sands, at the Association for Financial Professionals (AFP) Conference on October 21st.

AFP 2019, where nearly 7,000 senior level treasury and corporate finance professionals gather, will hold its premier conference in Boston, Massachusetts October 20th-23rd. This conference provides a platform to hear thought provoking presenters, gain practical knowledge by attending educational sessions, network, meet industry experts, and discover beneficial innovative solutions.

“We are truly looking forward to presenting ‘The FBI is on Line 2 – The Good, The Bad, and The Reasonably Attractive Parts of Payments’ with Ms. Sands. It’s always a wonderful opportunity to work side-by-side with one of our Affiliate partners and share real life stories,” said Sasser. He added, “As a former Payments executive, this educational session allows us to uniquely represent both sides of the struggle to drive new growth while protecting the institution. Referencing events from industry front line, we will share how mis-managed risk mitigation practices can affect customers, management, and shareholders alike and why it is imperative for an organization to define and embrace their risk appetite.”

Sands, the Founder of Secura Risk Management, former President of the Georgia ACH Association and State Bank & Trust’s former Director of Payments Risk Management and Financial Investigative Unit, states “This session, ‘The FBI is on Line 2’ will illustrate the delicate balancing act between growing revenue, meeting the needs of the customer and managing third-party risks and vulnerabilities. It is designed to provide you best practices for securing and enhancing your third-party risk management program and to be able to prove to regulators that what you think happens actually does.”

“Today, third-party risk management is about knowing all parties involved and having supporting documentation to prove safe and sound business practices. It is what you think, what you know and what you can prove,” added Sands.

About Argos Risk

Argos Risk is a leading provider of Third-Party Risk Intelligence solutions. For almost a decade, we fulfill a need for timely and comprehensive risk mitigation knowledge with Third-Party Risk Intelligence services. Innovative and affordable subscription services help companies manage the risk associated with their third-party relationships; such as Vendor Management, ACH/RDC originators and lending clients – direct and indirect, and Supply Chain Management.

For additional information, visit http://www.argosrisk.com.

About Secura Risk Management

Secura Risk Management is a boutique consulting firm and membership organization that works closely with financial institutions to safely change with growing technology and regulatory requirements. Secura also works with FinTech companies to understand the needs of financial institutions based on balancing regulatory compliance with exceptional customer experience.

For more information, visit http://www.securariskmanagement.com

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RJ Young Announces Vice President of Business Operations


Jason Bordwine, RJ Young new Vice President of Business Operations

Jason Bordwine, RJ Young new Vice President of Business Operations

“Jason has been an integral part of our growth and execution of our strategic plan since coming on board. He is the epitome of a servant leader, and I’m excited to see everything he accomplishes in this new role,” said COO AJ Baggott.

RJ Young announces the promotion of Jason Bordwine to Vice President of Business Operations. In this role, he will lead the four Regional Business Managers in providing the direction of service and operations for RJ Young.

RJ Young has experienced geographic expansion over the last few years resulting in a significant addition of physical locations and customer base. This expansion includes 11 new offices and a new presence in several territories including North Carolina, Virginia, Louisiana, the entire state of Alabama, and expansion east to the Florida coast. In an effort to bring internal company processes up to speed with business growth, RJ Young developed a strategy to improve the customer experience. With Bordwine’s extensive experience and holistic approach, customers in all territories will benefit from these improvements including enhanced processes and expedited delivery times. “Jason has been an integral part of our growth and execution of our strategic plan since coming on board. He is the epitome of a servant leader, and I’m excited to see everything he accomplishes in this new role,” said COO AJ Baggott.

Bordwine began his career in the imaging industry in Bristol, VA in 2002. Prior to joining the RJ Young family, Bordwine worked in accounting positions and executive roles at Bristol Office Supply Inc, which was acquired by RJ Young in 2017. In addition to serving as Director of Operations, Bordwine has served as the General Manager of RJ Young’s eastern branches, Sales Administration Manager, and the Senior Operations Manager.

In his free time, Bordwine enjoys whitewater kayaking, mountain biking, camping, and fly fishing with his two sons.

ABOUT RJ YOUNG

RJ Young is the largest, privately held dealer in the Southeast and one of the largest in the nation, specializing in managed IT services, document management solutions, managed print services, remote support, remote monitoring, fulfillment services, and office imaging for small to enterprise level businesses. Headquartered in Nashville, Tennessee, RJ Young has been partnering with businesses since 1955 and has over 650 employees in over 30 sales and service locations across nine states. Under the corporate tagline “Your productivity is our mission,” RJ Young helps modern professionals become more successful in their businesses with solutions to securely manage paper and digital information and empowers businesses with leading printing technologies. To learn more about RJ Young, visit https://www.rjyoung.com.

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Caymon Based Anti-Money Laundering Compliance System Named Finalist in Global RegTech Competition by Thomson Reuters


https://www.prweb.com/

SILO Compliance

“With record fines and new industries falling under expanded AML regulations there are a lot of new technologies coming onto the market to address all of the various compliance requirements”

Watch any crime show and its inevitable the bad guy has a bank account in the Cayman Islands. But that’s just television. In real life, the Caymans have some of the strictest anti-money laundering (AML) regimes. Opening a bank account or getting a company set up can take days if not weeks due to intensive due diligence requirements and background checks.

So it’s fitting that a Cayman Islands based anti-money laundering technology is getting some well-deserved notice. SILO Compliance System announced they have been named one of seven finalists in a global regulatory technology search by Thomson Reuters. SILO Compliance will be presenting in New York City on October 29th to a panel of Thomson Reuters senior leaders, as well as an audience of customers, TR business partners, and others from the regtech community for the opportunity of US$250,000 investment as well as cash prizes. Those interested in attending the event can register here. (https://events.thomsonreuters.com/thomson-reuters-global-regtech-startup-competition)

“With record fines and new industries falling under expanded AML regulations there are a lot of new technologies coming onto the market to address all of the various compliance requirements,” says Kimberly Smith, former AML compliance officer and co-founder of SILO. “Being recognized by Thomson Reuters for potential investment is already a huge win and we credit our users for helping us create the system that Thomson Reuters has recognized as a strong contender in this competition.”

Ms. Smith and her team created the system aimed particularly at professional fiduciary services such as law firms and trust companies. “We understood from the beginning that every firm is different with different risk appetites and so the system we were creating had to be easily configurable. As a result SILO is also used by credit unions, asset managers and other industries that we had no idea were also desperate for an AML compliance solution. We focused on helping our users easily show approval work flows, risk ratings, non-compliant clients – everything an inspector would want to see – so our users can reduce the chances of incurring a big fine. An investment by an established player like Thomson Reuters can help us grow faster so we can help even more companies globally.”

About SILO Compliance Ltd.

SILO Compliance System is an industry leading client due diligence management system helping users comply with anti-money laundering regulations. Its intuitive design enables its users to archive and retrieve client due diligence documentation, risk-rate and monitor their clients, run all compliance reports, and efficiently train all staff. SILO Compliance System is used by trust companies, credit unions, corporate service providers, assets managers, insurance companies and law and accounting firms in numerous highly regulated jurisdictions. SILO Compliance Ltd. is headquartered in the Cayman Islands. Additional information can be found at http://www.SiloCompliance.com and by requesting information from kimberly@silocompliance.com.

For more information on SILO Compliance, visit: https://silocompliance.com/

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BluSky Restoration Contractors to Focus on M&A Growth Strategy with New Role


Drew Bisping, BluSky Chief Corporate Development and Strategy Officer

Drew Bisping

“Drew’s extensive leadership and industry experience will drive BluSky’s expansion as he turns his full focus to our merger and acquisition efforts.” ~Kent Stemper, BluSky CEO

BluSky Restoration Contractors, LLC recently announced that Drew Bisping, chief operating officer, is transitioning into a newly created role as chief corporate development and strategy officer. Mike Erekson, current vice president of operations was promoted to chief operating officer.

“Drew’s extensive leadership and industry experience will drive BluSky’s expansion as he turns his full focus to our merger and acquisition efforts,” said Kent Stemper, chief executive officer. “Drew’s new role will allow him to focus on continued growth in new and existing markets through acquisitions including restoration and other core services such as environmental and roofing. These additions will allow us to continue to expand our residential, commercial and governmental services in all major markets,” Stemper added.

For the past 12 years Bisping has focused on operational excellence, business growth and addition of locations and services. He has led the organic expansion of nine BluSky offices across the country, as well as the acquisitions and integration of Disaster One in 2017 and United Services in 2019. Through this growth, BluSky now operates 20 locations throughout the United States and has active projects in 40 states.

“I believe in the BluSky philosophy of 1+1=3 when it comes to merging with another company,” says Bisping. “Our approach is to protect all current employees and ensure they have a future with BluSky and more opportunity for growth than they may have had before. Our flexible acquisition model provides options for current ownership who may be looking for additional business growth, greater support, or at some point a positive exit from their business while protecting the legacy they have created,” Bisping added.

Bisping has been actively engaged in the commercial and multifamily new construction, remodeling and restoration industries for nearly 25 years. He has a degree in construction management, the Certified Restorer designation, multiple other industry certifications and carries active general contractor licenses in over 40 states.

According to Stemper, Bisping’s knowledge, professionalism, and passion for the construction & restoration fields have earned him an impeccable reputation as an industry expert.

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BBD Welcomes Partner to Growing Not-For-Profit Group


BBD, LLP, recognized as one of the 25 largest CPA firms in the Philadelphia area and as a three-time Best Place To Work by the Philadelphia Business Journal, is pleased to announce the addition of Brian Page to the firm’s growing Not-For-Profit Group. Brian joins BBD’s partnership from Grant Thornton, where he led the firm’s services for not-for-profit organizations in the Mid-Atlantic region.

BBD has thoughtfully and intentionally built an audit and tax practice that is uniquely qualified to serve the not-for-profit community, with deep specialization and high-touch service. The firm serves more than 250 not-for-profit organizations across the Delaware Valley and throughout the Mid-Atlantic region.

Several professionals who are truly dedicated to the service of not-for-profit organizations and who share BBD’s philosophy of client service have joined the firm in recent years.

“Brian’s choice to bring his extensive experience to BBD not only adds tremendous value to the services we provide for our clients, but also demonstrates that BBD continues to be a destination for professionals focused on service for not-for-profit organizations,” said Adam Watson, a BBD Not-For-Profit Group partner.

Brian brings more than 20 years of experience providing accounting and auditing services to not-for-profit organizations. He has worked with a variety of organizations within the not-for-profit sector, including higher education institutions, social services organizations, religious organizations, cultural organizations and trade associations.

Brian is a frequent speaker at industry conferences on a variety of topics, including not-for-profit mergers and acquisitions, raising tax-exempt debt, accounting updates and Uniform Guidance implementation. Brian has published articles on topics of particular interest to the tax-exempt community, including on strategic planning, campus utilization and succession planning.

Brian joins partners Adam Watson, Ronald Scaramuzza and Steven Glueck in leading BBD’s Not-For-Profit Group.

About BBD, LLP

BBD specializes in providing accounting, audit and tax services for not-for-profit organizations, government entities, and the investment management industry. BBD is ranked by the Philadelphia Business Journal as one of the 25 largest accounting firms in the Greater Philadelphia area. The firm also was recognized by the Philadelphia Business Journal as a Best Place to Work in 2017, 2018 and 2019.

BBD services more than 250 not-for-profit organizations of varied focus across the Greater Philadelphia area.

To learn more about BBD, please visit http://www.bbdcpa.com.

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