The Finance Elite Awards 2018 Press Release

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U.S. Business News Unveils the 2018 Finance Elite Awards Winners

United States, 2018 – U.S. Business News announces the winners of the 2018 Finance Elite Awards.

Proud to be going into its second year, the 2018 Finance Elite Awards look to continue recognising the brightest and best financial minds, in the United States of America, who have navigated through the highs and lows of the nation’s economy.

As Corporate Tax cuts look to boost future earnings, the 2018 Finance Elite Awards are primed to identify and award the individuals, groups and enterprises who have contributed to this thriving US economy.

Expressing pride in these deserving winners, Katherine Benton Awards Coordinator said: “While the stock market booms with the Bitcoin Bubble and trade indices at highs, we are proud to showcase the very best businesses in the financial market, who are recognised for their perseverance and achievements over the past twelve months. Congratulation and best of luck for the future to every one of my winners.”

All winners for the awards were the result of months of research and analysis from U.S. Business News’ dedicated awards team. As a result, each and every winner was chosen on merit only, and can take great pride from the fact that they were selected for their success.

To find out more about the best of the best in the legal, please visit the U.S. Business News website (https://www.usbusiness-news.com) for full a full winners’ list and a link to our winners’ supplement.

ENDS

NOTES TO EDITORS

About U.S. Business News Magazine

U.S. Business News is the definitive magazine for CEOs, top tier management and key decision makers across the US. Created to inform, entertain, influence, and shape the corporate conversation across the nation through high quality editorial, in-depth research and an experienced and dedicated network of advisers, U.S. Business News provides our readership with the most authoritative and current analysis of the major changes effecting the corporate landscape, and the latest deals and topical issues dominating the corporate universe.

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What can US Marketers learn from GDPR

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What can US Marketers Learn from GDPR

Matt Shepherd, Head of Data Strategy, BBH London discusses the lessons that US firms can take from the EU’s new legislation.

In the wake of GDPR, US marketers have a great opportunity to stand on the shoulders of giants.

I’m not suggesting that the EU is in any way better than the US, I don’t want to make the same mistake that Isaac Newton made by including that “giant” quote in a letter to Robert Hooke. Hooke mistook this as an insult to his height, rather than a complement to his work that had helped Newton advance his theories faster than he would have otherwise been able to on his own.

So what exactly is GDPR? It stands for General Data Protection Regulation. In simple terms, it is a common-sense piece of legislation that means brands can’t take liberties with EU customers when it comes to collecting and using EU customer data.

The GDPR’s scope covers the processing of personal data for all EU citizens, wherever that processing is taking place. The new regulations have good intentions, they are being introduced to help protect personal data across all the EU states and promote the safe transfer of data both within and beyond the EU.

There are 7 key principles that all brands will need to cover as part of processing data for EU citizens. These include:

– Fair and lawful processing
– Specific and legitimate and compatible purpose
– Adequate, relevant and limited
– Accurate and up-to-date
– Kept no longer than necessary
– Information on security
– Accountability   

Brands that interact with EU customers will need to be crystal clear about how (and why) they are going to use customer data from the point of collection (which will require a clear privacy notice) and beyond. So in the post-GDPR world, brands will need clear consent or a legitimate reason to talk to customers and prospects, the days of pre-ticked opt-in boxes, and hidden data processing notices are over for brands that want to service and sell to EU markets.   

GDPR no longer allows you to collect or store data that is just ‘nice to have’, so brands need to decide what information is necessary rather than cast the net wide and trawl it later. Brands will also need to ensure that the data they hold is accurate and up to date, if a brand is still using data collected a few years ago it may no longer meet the requirements of the other GDPR principles.

Customer data still needs to be stored safely so you need to implement controls that protect the confidentiality of your customers data. You will also need a Disaster Recovery Plan to restore the data if the worst happens. But I’m sure these are in place already.

So across Europe, brands have spent a lot of time, money and resources to ensure that they will be able to adhere to these processing principles and avoid the headline-grabbing fines (4% of turnover or $24m whichever is greater). And as I’ve already mentioned above, EU residents are protected wherever the data is processed so it’s imperative that US brands also take note and cover this in their legal process too.

The easiest way to achieve this is to copy the data and GDPR strategies that your EU counterparts have been drafting and implementing in the run-up to the changes. To quote Steve Jobs misquoting Picasso: “Good artists copy; great artists steal”.

But GDPR is more than just processing and principles, customers will have rights too. Beyond the changes in technical process and legal jargon that is keeping data practitioners awake at night, we shouldn’t forget that these customer rights are the linchpin that will enable brands to continue doing brilliant work that builds mutually beneficial relationships with your customers, instilling trust, that will in turn lead to brand growth.

These consumer rights include:

– The right to be informed
– The right of access
– The right to rectification
– The right to erasure
– The right to restrict processing
– The right to data portability
– The right to object

Rights related to automated decision making and profiling

Despite first, scary and often negative appearances in the new customer rights, there are big and positive opportunities for brands in a post-GDPR world, though marketers will have to be prepared to think creatively if they’re to realise them.                                     

Therefore, it’s now time for brands to raise their sights and focus on the potential ushered in by the new world of customer data ownership. BBH refer to this concept as the Data Value Proposition                       

In plain English, what is the value that you are providing for new and existing customers?  How do you persuade them to lend you their data, and to let you go on using it rather than taking it to your competitors, especially the disruptors within your sector?                        

That value may be monetary. But our view is that to default to cash for data is tantamount to admitting defeat; the equivalent of throwing money after promotions rather than investing in long-term brand equity.                        

Rather, BBH believe you should be asking yourself how you will use customers’ generously offered data to co-create unique value with and for them. The brands that do this successfully will be manufacturing for themselves an effective, cost-efficient, and sustainable competitive edge for years to come.                                                

In a world where data breaches are on the rise in terms of both scale and severity, GDPR will strengthen the regulation and use of personal data and standardise good privacy and security practices. While GDPR is set to go into effect across the EU, it has a much wider reach, all international brands should consider its regulations and principles as the benchmark for a great data strategy.

GDPR presents itself as the ideal model for best practices around personal data for businesses the world over. It will also provide a framework for creating transparency and an essential roadmap for building and restoring trust with consumers worldwide.

So stand on the shoulders of giants, learn from our mistakes, copy our data strategies (But don’t steal the data).       

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Wine Fit for a Winters Day

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Wine Fit for a Winters Day

Berryessa Gap Vineyards offer award-winning, estate-grown Yolo County wines. Jillian Guernsey provided us with an overview about what services the Winery offers and what makes them special.

Berryessa Gap’s vineyards lie on the east slope, beneath a break in California’s Coastal Range known to locals as the Berryessa Gap, a prominent and beautiful landmark.

Berryessa Gap Vineyards’ is as integral to the town of Winters as that natural fixture. The Martinez family, who own Berryessa Gap, have been instrumental in the development of the entire region. The Martinez family’s rich history and commitment to the industry started in 1969 with a rootstock business, opened by patriarch Dan Martinez Sr., whose children are still at the helm of the winery today.

That family atmosphere imbues every aspect of the company with a personal touch. When a customer joins the Wine Club, the associates exuberantly welcome the new member to “its family.” Crucial to its success, the team really treat clients as family. Their wine club members span the entire country and their loyalty to Berryessa Gap cannot be rivalled. The winery hosts special events in their honor, including one each year where the members get to create their own blends and vote on which gets bottled. The resulting blend is then sold exclusively to wine club members.

Berryessa Gap Vineyards has long been known locally for its stellar wines, but in the past few years it has been singled out at many national and international competitions. This is due in no small part to the leadership of winemaker Nicole Salengo, who started at Berryessa Gap in 2013. Salengo, who brings over a decade of winemaking experience to Winters, is deeply passionate about the area’s unique terroir (a combination of climate, soil types and other natural elements in the area that add to the flavour of all wines produced). The comparatively warm summer days and cool nights in Winters presents a particular challenge. The finicky Burgundian Pinot noir becomes thin and uninteresting in warmer areas. Conversely, many varieties originally from Mediterranean climates thrive on heat. Berryessa Gap focuses with great success on these wines: Barbera from Italy, Albariño, Verdejo, and Tempranillo from Spain, Malbec, Syrah and Petite Sirah from the South of France. Their wines are easy-todrink and unfussy, yet impressive and complex. Each wine is able to showcase what this area can do when you have the right people working hard toward a common goal.

In 2013, that persistence and grit was rewarded. The Spanish white grape Verdejo, known for its crisp acidity and lean minerality, is largely unknown other than by the most knowledgeable of oenophiles. Berryessa Gap sought to change that. The primary reason it stayed obscure? The United States did not recognize it as a variety. You could make Verdejo, but it would remain unlisted on the bottle and could only legally be called “white wine”. Berryessa Gap changed that. Following much research, co-owner Corinne Martinez submitted a heartfelt plea to the United States government to raise the status of Verdejo. Thus, after months of examination, Verdejo was approved as a variety name for the entire country. That letter of approval is proudly displayed in their offices, as a reminder that persistence pays off.

While Berryessa Gap is deeply entrenched in, and proud of, the history of the town, their steadfast commitment to embracing the future is truly what sets them apart. As with the town of Winters itself, Berryessa Gap has changed with the times, and continues its ambitious journey with yet more transformations to come. Some of the most exciting developments on the horizon include expanding their vineyard from the already vast 65-acre parcel to an impressive 80 acres, and serving carefully curated food pairings along with their wine tastings, both of which launch in the coming months.California State Route 128, which runs through the heart of Winters as well as right past Berryessa Gap, is also gaining official status as a historic wine trail.

Highway 128 runs all the way to the coastline, but the first stop of this scenic wine trail belongs to Berryessa Gap. To accommodate the intrepid travellers, Berryessa Gap has remodelled and expanded their tasting room, as well as created various souvenir items for purchase that proudly states “your journey starts here”.

Overall, it is apt that the winery is at the very beginning of the trail. The increasing prestige of Winters and Berryessa Gap entails many more changes to come for the winery. Though some may be concerned that progress means changing too quickly, or forgoing tradition, Berryessa Gap has proven time and again that they have the mettle to withstand the changes coming their way. As has always been the case for the plucky crew at Berryessa Gap, they will continue to be devoted to each other, to the company, and to the profound history that binds them together. That, along with their mindfulness of potential future innovations, suggests a company on the rise, an abiding reminder of the power of collaboration and uncompromising resolve.

Company: Berryessa Gap Vineyards

Contact: Jillian Guernsey

Address: 27260 Hwy 128, Winters, California, 95694, USA

Phone: 001 530 795 3345

Website: www.berryessagap.com

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Standing on a Firm Footing

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Standing on a Firm Footing

Kimera International Inc. is a wholesale company doing business as Liliana Shoes that sells fastfashioned women’s footwear. We speak to Natalie Sun, Line Builder and Merchandizing Manager for the company, as we look to find out more about the success of the company.

As a wholesaler, Liliana Shoes carries a wide range of merchandize, including sandals, flats, heels, sneakers, and boots. The company holds inventory all year round in order to satisfy B2B needs, and also provides business services in private labels as well.

Liliana Shoes’s market is mainly in the USA with its demographic groups ranging from young juniors to 35 years old, and the team operate with an overall goal of providing the most updated and trendy footwear items which the markets require.

Managing staff is an important aspect of any company, with a good internal culture and thriving working environment contributing hugely to the success of Kimera International. Natalie outlines the three principles she adheres to with regard to her management style.

“Firstly, I believe that encouragement is key. Every member of staff is here to learn and assist to achieve the company’s goals, as well as their own career goals. Therefore, to encourage and motivate good deeds is important, and that includes acknowledging employee’s achievements and complimenting them when needed.

“Secondly, I make sure everyone in my team understands the logic of their tasks and they are welcome to suggest and create their own. Every success of a company is built on teamwork, and therefore it is important to understand why and how we want to execute jobs in certain frames or policies. Understanding the threads and causes will help staff develop their logic and thus build efficiency.

“Lastly, respect and caring. Keeping all staff in the loop and showing care regardless of whether it is to do with their personal lives or work environment. I let them know I am here to help them if they need someone to talk to.”

Having alluded to what she believes makes her successful, Natalie describes the challenges she has faced and overcome throughout her career.

“Human resource has always been a challenge in our company. In order to adapt, the company has to conduct various analysis to ensure our budget is in range. As a fast-moving company, we need to ensure all our products are in line and on time, so project management is essential and it will be another core focus that our team has to constantly monitor.

“Furthermore, a culture of a company is very important. The leader must demonstrate and emphasize the firm’s strong work ethics and the core motivation for the whole company.”

Guaranteeing that the company’s products and services are full of innovation, Natalie tells us how the firm observes trends and developments, meaning they adapt accordingly to become the best sellers in the market.

“Within our industry, it is crucial that we observe and act fast. We aim to have the trendiest items in the market immediately. Thanks to the internet, the cyber world now makes consumers want the current trends as soon as possible. Therefore, again, our project management team will play an important part to make sure the production lead time is as advanced and quick in order to deliver our products to our customers in time. Finally, the designer and I need to constantly be looking at the newest trends and styles, and have weekly meetings with sales’ team, to make sure the styles that we adopted are on trend and meet our target customer’s tastes.”

In her concluding comments, Natalie is clearly excited about the times ahead for Kimera International. She enthusiastically predicts what the future holds, foreseeing a company which is able to grow and improve its services, further satisfying clients and customers. Adapting and tailoring its services to suit a more online platform is something Natalie has identified as key going forwards, as Kimera looks to propel itself to the top of the industry.

“Moving forward, for a relatively small company like Kimera International, there is so much room to grow and I believe there is also so much that we can improve. We need to strive through the tough time now, especially while the retail industry is shifting from brick and mortar to online. Therefore, we need to play with more caution and at the same time, we still need to keep aiming to discover more efficient ways to provide the right, and ideal products to minimize the risks. Ultimately, we must make sure the company is fundamentally on the right track of transition.”

Contact: Natalie Sun

Instagram: @lilianafootwear

Address: 18400 San Jose Ave., City of Industry, California, 91748, USA

Phone: +1 626 3227572

Website: www.lilianashoes.com

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Latin America News Q2 2018

Welcome to the Q2 issue of Latin America News Magazine, brining you the latest news, up to the minute editorial and cutting edge opinion pieces from across the Latin America region.

In recent news, GlobeNet, a leading wholesale provider of telecom infrastructure in the Americas, announces the deployment of a new 2,500 km submarine cable that will link Rio de Janeiro and Sao Paulo to Buenos Aires. This new infrastructure will connect Argentina to the GlobeNet network in Brazil, effectively linking the Southern Cone of South America to the United States and the world.

On the 9th May 2018, Sotheby’s International Realty Affiliates LLC announced it is expanding its presence in Mexico with the formation of Mexico Sotheby’s International Realty. Mexico Sotheby’s International Realty is located in the country’s capital of Mexico City and will serve the luxury residential real estate markets in the greater metropolis as well as the surrounding areas

In this month’s issue, we look at how the Honduras Government has approved the plan to deliver on the country’s commitments to advance the Paris Climate Agreement; Plan which identifies five priority areas set by the government, and connects them to available partner and program resources to implement climate mitigation and adaptation actions for the next three years

Also in this edition, according to data which has been provided by Market Research Engine, the global Lithium-ion Battery Market is expected to exceed more than US$ 77 billion by 2024 and will grow at a CAGR of more than 11%. Lithium-ion batteries are part of the rechargeable battery group. The report indicates that the batteries provide excessive storage capacity, better efficiency and long lifecycle than other batteries. We discover more about how the demand for those batteries is growing thanks to the wide array of applications in which they can be used.

Here at Latin America News, we truly hope that you enjoy reading this issue, and look forward to hearing from you.

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CUI Global: Taking Technology by Storm

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CUI Global: Taking Technology by Storm 

CUI Global, Inc. is a publicly traded company dedicated to maximizing shareholder value through the acquisition and development of innovative companies, products and technologies. CEO and General Counsel William Clough provides us with a fascinating insight into the firm and his role, which has earned him the title of ‘US CEO of the Year 2017 – Oregon’ in our prestigious CEO Awards.

From Orbital Gas Systems’ advanced GasPT2 analyser platform targeting the energy sector, to CUI Inc.’s digital power platform serving the networking and telecom space, CUI Global and its subsidiaries have built a diversified portfolio of industry leading technologies that touch many markets.

As a publicly traded company, shareholders can participate in the opportunities, revenues, and profits generated by the products, technologies, and market channels of CUI Global and its subsidiaries. Most importantly, the firm also boasts a commitment to conduct business with a high level of integrity, respect, and philanthropic dedication allowing the organization to make a difference in the lives of their customers, employees, investors and global community. William outlines his role in the firm’s success and how he helps drive the firm to excellence in every project it undertakes.

“Personally, as Chief Executive Officer (CEO) and General Counsel, I am responsible for, among other things, the day-to-day operation of our international facilities in North America, Europe, and Asia. Additionally, I handle the corporate vision, M&A strategy, product development, marketing, and, as General Counsel, legal matters arising from operations. I have also been responsible for “spearheading” three equity raises for the company (the most recent closing late last year) – raising more than $85,000,000 for acquisitions, debt retirement, recapitalization, operating capital, and more.

“My leadership style was developed during my early career. I began my career as a law enforcement officer in California. During that 16year occupation I served as a municipal police officer in California, a command officer (Captain) in Hawaii, and as a U.S. Federal Air Marshall flying in Southern Europe and the Mid-East. During my law enforcement career, I was assigned variously as a SWAT Fire Team Leader; an undercover narcotics officer; a robbery-rapehomicide investigator; a patrol supervisor; K9 handler; and more. I changed professions in the mid-80’s and, having graduated with honours from the University of San Francisco, I applied to and was accepted by the University of California, Hastings College of the Law in 1987. I graduated cum laude from Hastings in 1990, passed the California BAR, and opened my own California law firm with offices in the San Francisco Bay area, Los Angeles, and Honolulu. During my 17-year career as a California trial attorney I argued cases at all levels of the judiciary, including before both the California and United States Supreme Courts. I was responsible for multiple jury verdicts, including several multi-million dollar verdicts and settlements. It was this background I brought to my position with CUI Global.

“My law enforcement background, most particularly my tactical background, makes me a big believer in the team approach to management and operations. I try to bring to my company and my management team the very same principles I used to motivate highly specialised SWAT officers in the field. The same principles that allow those individuals to operate efficiently and effectively as a unit in high stress, often life and death situations, work just as well when applied to the corporate environment I face at CUI Global. The concepts of trust, loyalty, respect, shared objectives, communication, team cohesiveness and more, all work just as well in a business environment as they do in a tactical operation – it is those elements which I try to employ day-to-day at CUI Global and its affiliates.”

This team focus ensures that CUI employs a collaborative, supportive internal culture, as William is eager to highlight.

“With regards my leadership and how I support my staff, I use that team concept to ensure top performance
throughout the business; by empowering people to operate at their best and most efficient level. That is accomplished by driving down responsibility, accountability, and authority and strategically delegating responsibility throughout the organization, while, at the same time, rewarding and incentivizing outstanding performance at every turn.

“By employing the best, most qualified individuals in each industry and by cultivating key customers as strategic and technical partners, who will share their specific needs and requirements we can ‘skate to the puck’– meaning we are hyper-responsive to our customers and thereby the industry needs. By working closely with those customers, we can anticipate and address their needs almost before the need arises.”

Whilst customer service is a vital aspect of every technology firm, providing creative and unique products that meet its clients’ needs is also crucial to success. As such, CUI works hard to create technologies which lead the way and are always at the cutting edge of the latest developments, as William is eager to emphasise.

As leaders in the technology space, we work hard to stay at the forefront of emerging developments and ensure excellence for our clients. Our revolutionary ICE Block Power Systems are leading the way in power management for the data center market; while our GasPT and VE Technologies provide unique and unmatched methods to quickly, efficiently, accurately, and cost-effectively determine the quality of natural gas for both fiscal monitoring and process control. In each case, our market-leading technologies are critical to our success and require our continuing to be at the leading edge of these industries.”

Looking ahead, William’s plans for both himself and CUI are to grow and continue to innovate, as he is proud to conclude.

“At CUI we are pioneers, and as such we have a tremendous technology portfolio, which, in many ways, is industryshifting. I would expect the next several years to be explosive in both growth of the company and associated market penetration. The recent award of a 60,000,000 euro contract for the deployment of 3,300 of our GasPT analysers across Europe’s largest natural gas pipeline transmission company is just one example of the type and size of business that CUI Global will generate over the next several years.

“Besides this growth, my role as a CEO is to motivate, educate, and develop my team to be the best they can be – in that regard, I am constantly looking for new and unique methods of enhancing the work environment, while motivating and empowering my managers to increase their responsibilities, improve their efficiencies, and, in turn, allow their subordinates to grow and advance – it is very rewarding, but a lot of hard work.”

Company: CUI Global Inc.

Contact: William Clough

Address: 20050 SW 112th Avenue, Tualatin, Oregon, 97062, USA

Phone: 001 503 612 2300 (Ofc.) & 001 925 989 6651 (Cell)

Web Address: www.cuiglobal.com

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CFO Family Office and Business Services

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CFO Family Office and Business Services

CeFO, Inc; short for Consulting Excellence for Organizations and Family office, provides business consulting services specializing in accounting, finance and tax services. We invited Bill Shenkin, our CEO of the Year in Colorado, to talk to us about the informative and expert services that the firm offers, helping clients in a variety of different ways.

CeFO provides family office services to wealthy families and outsourced Chief Financial Officer services for small to medium sized businesses which do not have a chief financial officer. Furthermore, the firm also provides tax preparation and compliance services, as well as providing consulting services for merger and acquisition services, and also assisting companies to acquire businesses or to sell their own business.

Working alongside Bill in managing the firm, is three years in a row award-winning Denver 5280, Pamela Fraser (pictured with Bill) who partnered with CeFO in 2015 in order to expand her small business services practice. As a result, the two have formed a formidable company which has resulted in the firm achieving and receiving multiple accolades.

Describing his responsibilities as CEO, Bill outlines his leadership style, elaborating on what techniques are used in order to get the best out of his team and the best results for clients and customers.

“As well as being CEO, I am the original founder of the Company which started January 1, 2000. As CEO, I am responsible for managing CeFO’s growth, services and procedures and I am also actively involved in servicing clients. My leadership style is to manage with a carrot and not a stick, and I am a firm believer in encouraging and nurturing staff to their full capabilities.”

Ensuring staff have the creativity and freedom to shine in their respective roles and live up to their potential, Bill adopts an honest and transparent approach to his role, as alluded to earlier. He goes into a bit more detail about the working environment within CeFO and how this leads to staff maximizing their potential.

“Internally, our culture is an opendoor policy. Any staff member is welcome to share their thoughts, insights, and suggestions, something that helps define our culture and makes us successful. Our entire staff meets once per week to review client engagements, firm administration and any other topics that need review.”

Placing a firm emphasis on the client, Bill believes that the client comes first. He is quick to mention that the key to the success of CeFO is employees’ ability to take care of clients, trusting that this is a major contributor to the firm’s achievements.

“Essentially, the key to our success is taking care of our clients. We pride ourselves in providing outstanding services and value to our clients, as we treat our client’s business as if it is our own providing the best recommendations and service.”

Operating as CEO, Bill has faced many challenges in his role and throughout this career. He explains what techniques he has used and what steps he has taken to overcome these challenges, commenting on how this has impacted on his view of running a company.

“Frequently, our clients have challenges that they need our help with and assisting our clients has made us stronger and given us the ability to provide quality services. Additionally, managing staff and building an excellent team is also a challenge. However, hard work, patience and dedication has produced one of the best staffs we have had in a very long time.”

Being selected as U.S. Business News’ CEO of the Year for Colorado last year is an honour for Bill. He tells us how it feels and also what attributes he possesses that have made him an award-winning business leader.

“It is an incredible feeling to be selected for this honour and much appreciated. Caring about our clients and caring about our staff, we strive to provide a wow factor regarding client experience. Our clients know that we care about them and their business and we strive to keep that faith.”

It is important that staff at CeFO are able to keep up to date with the latest technology trends within the industry, and Bill is aware of how important it is to have a high level of IT services.

“Regarding technology it is important that we adapt to the technological advances in the sector. We have been a paperless office for 17 years and we believe technology is so important that we outsource our IT needs to a very high skill level and competent provider. Also, we constantly take courses and webinars to keep our technology at state of the art.”

Interestingly, it is not only technology in which the sector is evolving at a rapid rate. Bill believes that it is becoming more important to stay ahead of developments and specific industry needs, and he explains how he works hard to do so.

“By attending seminars and courses including those geared for the accounting profession. In addition, I have obtained the designation from the American Institute of CPA’s as a certified information technology professional. All the skills that I have learned whilst obtaining and maintaining this designation, are used to improve our practice and our client service.”

In order to stay ahead of developments, Bill and his team must possess the ability to predict and foresee what developments will arise within the industry. He tells us what developments he foresees and how the business will adapt around these. This leads Bill on to tell us his future aspirations for CeFO, and where he foresees both himself and the company in five years’ time.

“For our tax services, tax law is constantly changing which includes the necessity for software upgrades. We ensure we are with one of the best providers of tax preparation and other service software to provide the best for our clients.

“Ultimately, we will continue to grow our practice, especially in the family office sector. We will continue to work with clients who see and receive value from our services.”

Company: CeFO, Inc

Contact: Bill Shenkin

Address: 88 Inverness Circle East Suite L107, Englewood, Colorado, 80112, USA

Phone: 001 720 506 4105

Website: www.cefo.net

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