Marketing + Strategy / Stellar Marketing Efforts / Thought Leadership

WS+B Voices

  • Kevin Margiatto, Senior Manager and Not-for-Profit Services niche member, presented at the national conference of the Society of Corporate Secretaries & Governance Professionals in Chicago on the topic of “Board Governance for NFP’s” on June 26. Well done!
  • A&A professionals Peggy Gallagher, Senior Manager, and Marc Silverman, Partner, presented to commercial real estate brokerage firm Cushman & Wakefield’s NJ sales team on July 8 on the topic of the new lease accounting, and what they need to know in order to advise their customers. Nice team work!
  • Scott Davis, partner and International Services niche member, co-hosted a webinar through The Knowledge Group called “Understanding ‘The Roadmap’ for Transfer Pricing Audits: What You Need to Know” on Thursday, July 16 with a partner from Peters Advisors LLC. Great job!
  • Tony Nitti, Tax Partner and Forbes.com columnist, did an interview with realclearpolitics.com after Jeb Bush released his tax returns, being quoted several times in the ensuing article. Great thought leadership!
  • Ed Mendlowitz, Partner and Partners’ Network Founder, spoke in June at the First Annual Principal’s Retreat of the PA Society of Tax and Accounting Professionals in Wilkes-Barre, PA on Marketing Tax Services, the Ed Mendlowitz 30:30 Training Method and 12 Ways to Service Clients Better, Make More Money and Have More Fun.  Ed also spoke at the Lakewood Urban Enterprise Zone on July 13 to over 100 entrepreneurs on Numbers Made Easy, and on July 16 at the first combined NYSSCPA and Baruch College Financial Planning Conference on Valuing a Business for a Client’s Personal Financial Plan. Great!
  • Taryn Bostjancic, partner and Life Sciences Practice Leader, was a co-presenter for a BioNJ-hosted webinar on July 30, discussing “Regulation A+”, referring to the rules that will make it easier for smaller early stage companies to access investor capital through crowdfunding, mandated by Title IV of the Jumpstart Our Business Startups (JOBS) Act passed in 2012. Excellent!
  • Withum was well represented by the Financial Services niche team at the Financial Research Associates (FRA) SFO Wealth Operations & Performance Conference July 29-30 in NYC:
    • Tony Tuths, Partner and Financial Services Practice Co-Leader, participating in the panel discussion sharing thoughts on a “2015 Private Equity Tax Outlook;”
    • FS Practice Co-Leader Frank Boutillette presented a “Private Investment Fund Accounting Update 2015;”
    • And FS Partner Steve Yardumian presented a “Hedge Fund Tax Outlook 2015.”

And more great news from FS… Frank and Jay Shepulski, Partner and FS Team Leader, were invited by Jay’s client Hennessy Capital Acquisition Corp II to attend their NASDAQ belling ringing on July 24.  Withum is certainly gaining brand traction in the financial services industry due to these tremendous efforts. Congrats, to the entire FS team!

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