Our Partners & Sponsors
This page highlights non-profits and education related companies where our members are on the Board or leading activities. These are organizations we may collaborate with, highlight their activities and share content. CAW Network USA has no direct involvement in the day to day operations of these companies.
Non-profits & Education related companies
New York Welsh
Celebrating Welsh success stories in New York while inspiring the creation of new ones. The community consists of artists, entrepreneurs and business professionals from a wide range of backgrounds, including finance, law, media and technology.
St George’s Society
Since its founding in 1770, St. George’s Society of New York has given aid to hundreds of thousands of New York’s most vulnerable. While its charitable giving has evolved over time, its purpose remains the same: to help people in need. Today, its charitable programming is focused in three areas:
- Beneficiary Program – financial and quality of life support to vulnerable seniors
- Scholarship Program – financial aid and professional development to low-income final year students
- Weatherstone Families Support Fund- assistance to families affected by pediatric cancer traveling to New York for life saving treatment
Circular Economy
The core principle of Circular Economy is generating growth without consuming finite resources or producing waste. By design, these practices benefit businesses, society and the environment by reintegrating waste back into the value chain. This new model encompasses principles based on the 7 R’s, designed to bring about sustainable action. Our mission is to unite central principles, skills and strategies under a single, universally recognized certification. The certificate has been established to bridge the gap between skills and facilitate the definition and identification of circular economy expertise across industries.
Kirsty Tan
Managing Director and Board memberHome Institute:CA ANZ
Accounting Blockchain Coalition
Mission is to help organizations navigate accounting issues related to digital assets and distributed ledger technologies, including blockchain. ABC offers a platform for accounting and tax professionals to enhance their knowledge and contribute their expertise while fostering best practices.
David Deputy
President
Monica Singer
Board MemberHome Institute:South African Institute of Chartered Accountants
Universities
Fordham University – Gabelli School of Business
Fordham cultivates the next generation of business leaders. Located in New York City, the Gabelli School of Business provides a rigorous, industry-current education at the following levels:
Dr. Barbara Porco
Associate DeanProfessional Organizations
AICPA
Two of the oldest, most influential accounting associations (AICPA & CIMA) came together to form the Association of International Certified Professional Accountants, known as the Association in 2017. The joint venture resulted in a collective 670,000 members & students and an unprecedented wealth of leadership, strategy, risk and technology continued education and training resources. The Association drives the accounting profession worldwide by promoting competency globally. The Association strives to keep accounting & finance professionals at the leading-edge of learning and innovation.
CAW Network USA resells AICPA CPE eligible educational classes on our e-Learning site. For more details visit here.
Robert Fox
Sr. Manger | Strategic Channel MarketingNASBA
CAW Network USA is registered with the National Association of State Boardsof Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
For examples of our past CPE eligible events visit Webinars on Demand.
IFAC (International Federation of Accountants)
We are the global organization for the accountancy profession, comprising 180 member and associate organizations in 135 jurisdictions, representing more than 3 million professional accountants.
Stathis Gould
DirectorPACE (Profitability Analytics Center of Excellence)
The Profitability Analytics Center of Excellence (PACE) is a non-profit community of professionals dedicated to helping organizations make better, more informed decisions through the use of data analytics employing integrated, causal models. Focusing exclusively on how to enable better managerial decision-making within organizations through the use of such models, PACE is the go-to source for people looking for independent and impartial (vendor and methodology neutral) information in this area.
Gary Cokins
DirectorSAPRO
SAPRO services the global market with expert finance professionals that are focused on delivering high value and diverse solutions to complex accounting needs. Our clients and people span across 6 continents, serving Assurance, Tax and Advisory needs for Public Accounting firms and corporate clients. With the company’s strategy built directly on the principles for excellence, connectivity, inclusion, flexibility and upliftment of communities, SAPRO is trail-blazing the accountant of tomorrow while creating a platform to help our clients and people succeed in the evolving markets.
Greg Maslov
Co-CEO and FounderHome Institute:South African Institute of Chartered Accountants
Resilience Institute
At Resilience Institute, we empower organizations and leaders who believe that when people grow, business grows. Our research demonstrates that effective business requires both performance and care. We measure and build the resilience of leaders, people and organizations. Over the past 20 years we have supported thousands of organizations worldwide with precision training programs and our evidence-based digital toolkit for individuals and teams. With a deep understanding of the modern workplace, our programs are based on the latest research in psychology and neuroscience while also delivering practical, actionable solutions that engage, inspire, and sustain positive change.
Declan Scott
Senior ConsultantHome Institute:Chartered Accountants Ireland
Sponsors
Propylon
Propylon® is a world leader in regulatory data processing and document management. With a large pool of expert consultants and analysts, and a world-class software development team dedicated to the regulatory domain, our expertise is informed by more than two decades serving governments, legal publishers, top ten accounting firms including the Big Four and heavily regulated organizations. Propylon helps firms reach audit quality goals with a purpose-built, next-gen platform to drive consistent guidance across the organization.
Breiffni Ó Domhnaill
Director of Business Development / Director of PodcastsQualified Auditor and Tax Consultant – VP of Sales with Propylon, based in New York. With CAW Network USA Breiffni is Director of Podcasts and also Director of Business Development.
Home Institute:Chartered Accountants Ireland
Johnson Global Accountancy
Johnson Global Accountancy is dedicated to helping public accounting firms around the globe achieve the highest level of audit quality. Led by CPAs and former PCAOB inspection staff, JGA professionals are passionate and practical about working alongside firm leadership to ensure the right controls, policies and practices are implemented throughout the organization.
Jackson Johnson
Jackson Johnson is president and founder of Johnson Global Accountancy (“JGA”), a public accounting and consulting firm with clients throughout the world. JGA professionals work directly with PCAOB-registered accounting firms to help them identify, develop, and implement opportunities to improve audit quality.
Johnson founded JGA in 2017 following nearly six years with the PCAOB. In his role as inspector, he reviewed small and medium-sized accounting firms, including foreign affiliates of large international firms, evaluating quality control procedures and ICFR audits of financial statements.
CFGI
CFGI supports the Office of the CFO and Private Equity Sponsors with all your critical finance and accounting operations. They deliver the people, processes and technology solutions to solve all your operational finance and technical accounting challenges.
Daniel Shafrir
Daniel is a Managing Partner at CFGI, co-leading the Risk Advisory Practice, with over 15 years of experience in technology and internal controls to clients of varying sizes and complexity, across a range of industries. Daniel has unique insights regarding innovative solutions, such as the impact of Robotics Process Automation (RPA) and blockchain technologies to the internal control environment. Daniel holds an Engineering degree from the University of St Andrews, he is a Certified Information Systems Auditor (CISA), as well as a Chartered Accountant from the Institute of Chartered Accountants of Scotland.
Cential
Cential helps organizations design, build, and operate efficient and effective risk management functions.
Cential help organizations on their journey from siloed governance and compliance to fully integrated risk management programs. Well designed risk management processes empower businesses to make better decisions to protect and grow the bottom line. Regardless of where you are in the process, they’ll put your needs first and help you implement the risk management processes that are best for you today, and develop a plan for your organization’s future risk management activities.
Jannie Wentzel
Chapter President - CharlotteJannie, CA(SA) is a partner with Cential and a thought leader in Risk Transformation for Integrated Risk Management processes and technologies. He advises clients on developing risk and compliance processes, including a holistic approach to ERM and the enablement through technologies, like Artificial intelligence, to reduce the complexities and minimize the risk and compliance cost. He is a frequent speaker at regional and national conferences and events.
CLA
CliftonLarsonAllen LLP is a professional services network and the eighth-largest accountancy firm in the United States. It was established in 2012 with the merger of two U.S. firms: Clifton Gunderson LLP and LarsonAllen LLP. CLA is a member of the CLA Global accounting network.
Kirthi Mani
Kirthi is an ICAI member and CPA. She is Chief People Officer with CliftonLarsonAllen LLP in New York. She has been with CLA for over ten years in a variety of roles including Managing Principal and Global Outsourcing Leader.
Siegfried Group
Siegfried Group work alongside financial executives across the nation on their most important accounting and finance projects. Filled with an innovative spirit and led by an ambitious entrepreneur, they provide unique Leadership Advisory combined with high potential talent.
Ryan Clacher
Siegfried GroupRyan is an Associate Director at The Siegfried Group, where he works to create compelling relationships with leading financial executives, serving as a Leadership Advisor, to help them become more successful leaders in their organizations. He is also responsible for partnering with clients on important accounting and finance projects.
Ryan holds a Bachelor of Commerce in Accounting from the University of Cape Town and Honors in Accounting from the University of South Africa. He is a Chartered Accountant and a member of the South African Institute of Chartered Accountants. Before taking on this role in July 2020 he was co-chapter head of the CAW Network USA New York Metro chapter.
Home Institute:South African Institute of Chartered Accountants
Fluence
Fluence Technologies puts control in the hands of finance and accounting teams so they can close faster, report with confidence, and do more with less.
Only the Fluence financial close, consolidation, and report management platform delivers an enterprise-grade, out-of-the-box solution for modern, high-growth companies. Truly cloud-based and finance-owned, Fluence’s no-code approach means accelerated time to value and immediate adoption.
Welcome to Fluence where we close early.
Kristoff Lyons
I am a self-motivated, strategic thinker working at fluence technologies. A solution to help finance and accounting professionals automate and streamline their close and financial consolidation process.
I believe in empowering and enabling others through knowledge and collaboration. To help educate teams about contemporary Saas solutions to adapt and thrive in today’s rapidly changing landscape
SIFM (Society of Insurance Financial Management)
The focus of the organization is for financial and accounting professionals concentrating in the property and casualty arenas. Their membership consists of those working in insurance and reinsurance industry sectors: SIFM members are mid-level, senior level as well as executive level finance and accounting professionals. They joined and remain members for three reasons:
- SIFM provides contacts for ‘trusted’ networking within the Insurance industry for problem-solving, peer-to-peer interaction and career advancement
- SIFM provides the opportunity to stay current with industry trends and learn from industry experts
- SIFM offers a relevant industry-specific CPE Credits to its members
Sample Member Companies
AIG
Arch Reinsurance Co
AXIS Capital
MetLife
PwC
Starr Companies
QBE
Deloitte
XL Catlin
EY
KPMG
Matthew Williams
New York Metro Chapter Team President and Assistant Director Member Advocacy - EastBased in New York City, Matthew is a Finance Director at EPIC Insurance Brokers & Consultants. Having spent several years working as a forensic accountant in public accounting and qualifying as a Chartered Accountant with ICAEW, Matthew jumped into industry and now specializes in finance and FP&A within the insurance and financial services space. Matthew volunteers with a number of industry committees, is a keen traveler (57 countries to date), and is currently working his way towards his Executive MBA, part-time, with the University of Cambridge.
Home Institute:ICAEW
Fawley Wealth International
When moving to the United States for work or family reasons, British expatriates face a complex landscape of tax and investment risks in both the U.S. and back home. Considerations for their global assets, tax position and long-term goals, necessitate meticulous planning at different stages of their lifecycle.
Originally from Buckinghamshire and now in New York, Fawley’s team of U.K. & U.S. advisors, exist to support expat families when immigrating, settling or repatriating, by collaborating with Accountants to remove financial anxiety, enabling them to focus on what matters.
Miles Sharpe
Fawley Wealth InternationalArea Covered:East Coast
Membership
Fluence
Fluence Technologies puts control in the hands of finance and accounting teams so they can close faster, report with confidence, and do more with less.
Only the Fluence financial close, consolidation, and report management platform delivers an enterprise-grade, out-of-the-box solution for modern, high-growth companies. Truly cloud-based and finance-owned, Fluence’s no-code approach means accelerated time to value and immediate adoption.
Welcome to Fluence where we close early.
Kristoff Lyons
I am a self-motivated, strategic thinker working at fluence technologies. A solution to help finance and accounting professionals automate and streamline their close and financial consolidation process.
I believe in empowering and enabling others through knowledge and collaboration. To help educate teams about contemporary Saas solutions to adapt and thrive in today’s rapidly changing landscape