FEI Boston Thanks Our Strategic Partners

BECOME A CHAPTER PARTNER

CFGI, LLC

Platinum Partner: CFGI, LLC

CFGI, a Carlyle and CVC Capital Partners portfolio company, is a leading global accounting and business advisory firm. We partner with our clients on their most important regulatory, transaction, and business improvement initiatives. Our team of over 1,000 former Big 4 professionals brings expertise across technical accounting, capital markets, tax, valuation, ESG, transaction advisory, restructuring, and technology solutions — all delivered with an independent and roll-up-the-sleeves approach. CFGI was founded in 2000 and serves thousands of global clients across 19 offices throughout the Americas, Europe, and the Asia Pacific regions.

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Lance Fournier

Managing Partner Boston Office
[email protected]                   
(203) 518-2253


Dayforce

Platinum Partner: Dayforce

Dayforce (formerly Ceridian) is a comprehensive human capital management (HCM) platform that provides organizations with a unified solution to manage the entire employee lifecycle. It integrates core HR, payroll, benefits, workforce management, and talent management processes into a single, cloud-based application. Dayforce enables companies to streamline operations, improve compliance, enhance employee engagement, and make more informed business decisions by leveraging real-time data, advanced analytics, and intuitive user interfaces. With its scalable and flexible design, Dayforce supports businesses of all sizes and across various industries in optimizing their workforce management strategies.

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Nicole Davidson

Enterprise Account Executive
[email protected]         
(201) 321-4047


FinTeam One

Platinum Partner: FinTeam One

We are your dedicated Finance Team! FinTeam's vision is to transform the financial landscape for businesses of all sizes and bring the future of managed financial services to small to medium-sized companies. Our mission is to empower businesses with the financial tools and expertise needed to perform wonders. We believe that simplifying financial management enables our clients to focus on what they do best while we handle the numbers. Together, we're shaping a future where financial success is within reach for every business.

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Globalization Partners

Platinum Partner: Globalization Partners

G-P helps growing companies unlock their full potential by making it possible to build highly skilled global teams in days instead of months. Through the #1 SaaS-based Global Growth Platform™, we help find, hire, onboard, pay, and manage team members, quickly and compliantly, to expand growth opportunities for everyone, everywhere – without the hassle of setting up local subsidiaries or branch offices. It’s the everywhere workforce, working together. G-P, Global Made Possible.

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Kevin Burke

Sr. Director, Global M&A
[email protected]                       
(978) 852-0546


Ledgent

Platinum Partner: Ledgent

Ledgent Finance and Accounting is a professional staffing and recruitment firm specializing in connecting qualified finance and accounting professionals with companies in need of their expertise. With a focus on providing personalized staffing solutions, Ledgent helps businesses of all sizes find the right talent to meet their financial and accounting needs. Whether it's temporary staffing, temp-to-hire, or direct placement services, Ledgent's team of experienced recruiters works closely with both candidates and clients to ensure successful matches. By leveraging their extensive network and industry knowledge, Ledgent strives to support companies in building high-performing finance and accounting teams while assisting professionals in advancing their careers.

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M&T Bank

Platinum Partner: M&T Bank

M&T Bank is a regional financial institution committed to providing personalized banking, investment, and wealth management services to individuals, businesses, and communities across the Northeastern and Mid-Atlantic United States. With a rich history spanning over 160 years, M&T Bank is known for its focus on customer relationships, community involvement, and financial expertise. The bank offers a comprehensive range of products and services, including checking and savings accounts, mortgage and lending solutions, commercial banking, insurance, and investment advisory services. Through a network of branches, ATMs, and digital channels, M&T Bank aims to empower its customers to achieve their financial goals while fostering economic growth and stability in the communities it serves.

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Zone & Co

Platinum Partner: Zone & Co

Zone & Co is reinventing the way companies approach back-office excellence, empowering finance leaders and their teams to scale and thrive in today's dynamic business landscape. Our highly flexible platform enhances out-of-the-box ERP capabilities, offering maximum visibility and control over company operations. From complex billing & revenue recognition to AP automation and advanced FP&A reporting, Zone's unified platform integrates seamlessly with leading ERP software, adapting precisely to evolving needs. Trusted by over 3,000 customers worldwide, Zone & Co is committed to delivering real-world solutions that deliver tangible results for its customers. Headquartered in Boston, MA, with hubs across Europe, North America, Australia, and Asia, we're dedicated to shaping the future of enterprise back-office management.

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Brad Mortimore

VP, North American Sales
[email protected]          
617-977-4082


AAFCPAs

Gold Partner: AAFCPAs

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Addison Group

Gold Partner: Addison Group

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Brian Bednarek

Senior Vice President of Sales— Finance & Accounting
[email protected]      
(617)426-6300


AJ Gallagher

Gold Partner: AJ Gallagher

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Ameriprise Financial Services, LLC

Gold Partner: Ameriprise Financial Services, LLC

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Kellie Jacques, CFP

VP, Financial Advisor
[email protected]              
(617)912-3141


Baker Tilly

Gold Partner: Baker Tilly

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Kevin O'Brien

Director
[email protected]          
(617) 939-1080


Baystate Financial

Gold Partner: Baystate Financial

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John Williams

Private Wealth Advisor
[email protected]  
(603)321-6198


Bridgepoint Consulting, LLC

Gold Partner: Bridgepoint Consulting, LLC

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Kathlyn Booth

Director | Boston Office Lead
[email protected]     
617.377.6089


Brown & Brown Insurance, LLC

Gold Partner: Brown & Brown Insurance, LLC

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Lynne Ahearn

Vice President
[email protected]              
617.778,5075


Cabot Risk Strategies

Gold Partner: Cabot Risk Strategies

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Joe Callahan

President and CEO
[email protected]           
(800) 222-5963


Citizens Bank

Gold Partner: Citizens Bank

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Bradley Mattox

Senior Vice President
[email protected]    
(617)725-5774


Cresa Boston

Gold Partner: Cresa Boston

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Tim Myllykangas

Managing Principal
[email protected]               
(617)758-6026


CrossCountry Consulting

Gold Partner: CrossCountry Consulting

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Jay Spencer

Partner
[email protected] 
(617)417-2738


Eastern Bank

Gold Partner: Eastern Bank

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Greg Buscone

EVP, Senior Commercial Banking Officer
[email protected]            
(617)897-1097


Insperity

Gold Partner: Insperity

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Amelia Heroux

Business Advisor
[email protected]          
781.565.2843


KeyBank

Gold Partner: KeyBank

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Louise Roussel

Senior Banker
[email protected]           
617.385.6229


KPMG

Gold Partner: KPMG

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Michael Johnson

Manager, Growth & Strategy
[email protected]             


Robert Half International

Gold Partner: Robert Half International

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Corey Adams

Regional President
[email protected]           
(617)951-4000


Sentinel Benefits

Gold Partner: Sentinel Benefits

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Greg Puig

Partner, Head of Group Benefits
[email protected]       
203.988.3007


Sherin and Lodgen LLP

Gold Partner: Sherin and Lodgen LLP

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Matthew Moschella

Partner, Litigation and Employment Departments
[email protected]               
(617)646-2189


STEELE GROUP

Gold Partner: STEELE GROUP

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Steele Divitto

CEO | Founder
[email protected]                
(857) 275-2814