CTOs on the Move


 
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American Global

American Global is a prominent privately held insurance and surety brokerage firm based in Miami, Florida. With over 100 locations worldwide, the company specializes in construction risk management. Their mission focuses on understanding client needs and creating tailored solutions, fostering long-term partnerships to enhance the brokerage experience. The firm offers a wide range of services, including managing complex surety programs, providing consultative insurance solutions, and designing captive finance options. They also create Controlled Insurance Programs (CIPs) and Subcontractor Default Insurance (SDI) programs to help clients minimize costs and manage risks effectively. American Global serves a diverse clientele in the construction industry, including general contractors and construction management firms. The company promotes a culture of innovation and collaboration, encouraging employees to contribute to the future of construction brokerage. American Global has been recognized as one of the "Best Places to Work" by Business Insurance for two consecutive years, reflecting their commitment to employee satisfaction and development.

Mass Bankers Association

Mass Bankers has been a devoted champion and supporter of Massachusetts banks since 1905. Banking has the power to change communities, one person at a time, one business at a time. By supporting our banks, we like to think we can change Massachusetts, too. Were here for banks to be there. Weve spent over a century creating resources, changing policy, and providing a common ground for banks in Massachusetts to be the best they can be. Because all of us can be better. Massachusetts banks provide support, education, and opportunity for the members of their communities. At Mass Bankers, our job is to make sure our member banks are able to do their best work. From providing educational resources to advocating for meaningful change, we make sure that banks in Massachusetts have all the tools they need to support the people around them. We support our member banks through: • Professional Development • Advocacy • Member Services • Community Website http://www.massbankers.org Phone 617-523-7595 Industry Banking Company size 11-50 employees 40 associated members Headquarters Boston, MA

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?

Blaze Credit Union

Were all on our own journey and we want to be a part of yours. Lets blaze your trail together. NMLS #469510 & 456899. Federally Insured by NCUA. Equal Housing Opportunity.