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IRFCU

Ingersoll-Rand Federal Credit Union is a small credit union with BIG heart. IRFCU remains committed to the financial betterment of our members and our community by providing financial education, services, and products that fit their lifestyles and needs. Weve grown alongside our community, always moving forward!

Russell Reynolds Associates

Russell Reynolds Associates (RRA) is a global leadership advisory and executive search firm founded in 1969 in New York City. Initially focused on financial services, RRA has expanded its expertise to various industries, including healthcare, consumer goods, technology, and industrial sectors. With 47 offices worldwide, the firm specializes in identifying and developing transformational leaders for public, private, and non-profit organizations. RRA offers a range of services, including executive search for C-suite and board roles, leadership advisory for succession planning and team effectiveness, and board advisory for governance and director recruitment. The firm utilizes proprietary assessment tools, such as the Leadership Span Assessment, to evaluate leadership capabilities. RRA serves a diverse clientele, including Fortune 500 companies and non-profits, and emphasizes a high-touch approach to address challenges like sustainability and digital transformation. With over 470 consultants across 26+ countries, RRA maintains a strong international presence and adapts to evolving leadership demands.

CNW Insurance Group

We are a full service independent insurance brokerage firm. We have access to numerous national and regional carriers for personal and commercial product solutions for our clients. In addition to every day insurance solutions, our expanded markets enable us access to companies that specialize in retirement solutions. With over 15 years of advising our clients on risk management and insurance, we are able to confidently work with a young working professional just starting out, or the established high net worth family or closely held business with numerous needs. We leverage technology to make transitions seamless and our agency and carriers accessible beyond traditional office hours.

Saltzman Enterprise Group

Saltzman Enterprise Group (SEG) is all about helping Companies and Individuals reach their full potential. Every Company and Individual has the ability to achieve more and accelerate their growth. Saltzman Enterprise Groups assist their clients by providing the following services; Strategy, Thought Leadership, Coaching and Culture. To learn more about Saltzman Enterprise Group, visit www.saltzmanEG.com

A La C.A.R.T.E. CFO Advisory, Accounting & HR Solutions

Most businesses tackle accounting issues by hiring internally. Thats a mistake. Résumés are misleading. No candidate will fit long term. (Unicorns dont exist.) Recruiting is costly, slow, and unreliable. The results? * Inevitable turnover * Personality vs. company culture misaligned * Lack of proper training, management, and accountability Theres a better way to tackle this issue—with a dedicated financial SWAT team. Hi, Im Shirley Wiliani. Im the founder of A La C.A.R.T.E. Solutions. We serve businesses whose existing accounting infrastructure is hindering growth and profitability. WHO ARE OUR CLIENTS? Our clients are founders, business owners, and CEOs of privately held companies. They have annual revenues of $5M–$50M. WHAT PROBLEMS DO WE SOLVE? We help clients who: * Cant make decisions confidently due to inaccurate or untimely information * Lack high-level financial expertise * Have inefficient, paper-based processes * Use ancient, on-premises vs. cloud-based technology * Struggle with turnover WHAT DO YOU NEED? We provide: * Accounting and reporting (bookkeeping, financial statements, audit prep, bill pay) * CFO advisory (cash flow, budgeting, forecasting, process improvement, KPIs, due diligence) * Technology conversions (system implementations, data migrations) * Specialty services (SOPs, infrastructure evaluations) WHAT DO YOU GET? * Increased profits and cash flow * Increased credibility with banks, investors, and stakeholders * High-level financial expertise * Ability to make confident, timely business decisions * Reduced CPA fees * Ability to forecast and plan WHY US? We dont bill hourly. We bill flat monthly fees. You dont pay for time. You pay for results. READY TO TAKE THE NEXT STEP? Schedule a 45-minute discovery call: https://www.alacarte-solutions.com/discovery-call/ Together, we will: * Review challenges * Discuss goals * Assess resources * Consider timing/budget Do you have a financial SWAT team?