Jeff For Banks

SEPTEMBER 10, 2017

On a recent Pennsylvania Institute of CPA podcast , Bob Kafafian from my firm was asked how to use management information. It should be part of your capital plan. That's managing by budget that has caused executives to reduce innovation so they can make their budget. In banking, it is what we made it to be.

Data 60

Data Management Pennsylvania Taxes 60

Fintech Labs Insights

JANUARY 3, 2017

Starting in 2017 former Microsoft executive Jeremy Korst will be the man driving the message at tax compliance innovator and FinDEVr alum , Avalara. He has a BA in Economics, Politics, and Government from the University of Puget Sound, and a MBA from the Wharton School, University of Pennsylvania.

Marketing 15

Marketing Seattle Taxes Pennsylvania 15

CB Insights

OCTOBER 29, 2018

The Sad State of Corporate Innovation. See how corporates are failing when it comes to innovation. Download the free 31-page State of Innovation report. While Google excelled in building software, it lagged behind in hardware and product innovation. Microsoft and Nokia. Date: April 25, 2014. Price: $7.9B. Price: $9.1B.

Google 76

Google Software Innovation Company 76

Fintech Labs Insights

OCTOBER 3, 2016

Forged strategic partnership with United Capital. Honored as the Innovation Showcase Award winner by the attendees of the BAI Retail Delivery conference. Personal Capital ( FD15 ). Teamed up with WooCommerce to help online merchants manage sales taxes. Announced sales-tax accuracy guarantee. BehavioSec ( FD15 ).

San Francisco 18

San Francisco Taxes Lending Colorado 18

Gonzobanker

DECEMBER 20, 2018

Goes to Greg Smith, retiring CEO of Pennsylvania State Employees Credit Union. Hats off to Greg for taking a $600 million credit union to a $5 billion innovator over his 25 years at the helm. Another example of sincerity and innovation making an impact on local communities. Capital One quit mortgage late in 2017.

Fintech 105

Fintech Conference Innovation Community 105