Ed Yonker joined the Franklin County IT Department in 2004, after spending many years in the banking industry. “Government is a different world,” he explains. “Because of its size and structure, it’s a lot harder to implement new technology and get everyone on the same page.” (more…)
Tag: audits
The Level Four Group of companies consists of Level Four Group, a business consulting firm; Level Four Advisory Services, an SEC registered investment advisory firm; Level Four Insurance Services, a master general insurance agency; and Level Four Tax and Advisors, an accounting firm. (more…)
Executive Money Managers, Inc. (EMM) is a referral-only, boutique investment advisor firm based in Marietta, GA. By 2005, the growth of its business intersected with the growth of its information management challenges. (more…)
The Waco, TX, Independent School District (WISD) serves over 15,000 students across 32 campuses. For WISD’s Accounting Department, that means cutting 300-400 checks a week to vendors and agencies serving the district, as well as handling the information management needs that come along with AP processing for a mid-size ISD like Waco. (more…)
Compliance issues have long been a major challenge for financial advisors, involving huge commitments of time and money. But when President Obama signed the Dodd-Frank Act into law last summer, financial services firms got 2,319 more reasons to worry. (more…)
For Spire Investment Partners, LLC, a combination broker/dealer, registered investment advisor, and insurance agency based in McLean, VA, managing several billion dollars in assets and answering to multiple regulatory agencies—including FINRA, the SEC and state insurance regulators—brings with it the need for especially agile enterprise content management (ECM). (more…)
When Olmsted & Associates, a CPA firm based in Fountain Valley, CA, went looking for a content management system in 2006, its needs were simple: “We needed a program that would allow us to scan multiple sizes and types of documents and then facilitate our search for them later. Security and retention periods were a concern as well,” says Tax Administrator Fernando Rocha. “Basically, we needed to have everything in one place so whomever needed to use it, could.”
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