# https://www.connorgp.com/ llms-full.txt

## Finance and Tech Solutions
# Ready, set, breakthrough!

Connor Group helps ambitious companies push through their finance, accounting, and technology obstacles.

[Let's Connect](https://www.connorgp.com/#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c1bfe83cba31c8a3d5_aa453d63ba74dbecdb9ed08ceb8a6f25_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20-%20Professionals.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680036caffdd227ce166b55a_61426dd72e122d0a5c0c92e7bf9b9b3e_CG-Breakthrough%20Home.avif)

## A rare blend of boutique size  ‍and legendary experience

### Breakthrough  Work

2K+

Companies Supported

### High-Growth  Companies

$4.0T

Valuation of Clients Connor Group Helped Reach IPO

### Complex  Transactions

750+

M&A Deals and IPO Journeys Supported

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

## Connor Group is built differently

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d2b61347627df6055aec_Ball%20Drop%201.png)

### Partners work directly  on engagements

We’ve translated decades of experience into elite-level listening and pattern recognition to deliver customized value efficiently.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d326c022df879ccacc87_Ball%20Drop%202.png)

### Our team has worked  in industry

Before Connor Group, 66% of our team worked in industry. We build breakthroughs with real-world solutions inspired by hands-on experience.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d326958b1f3956fa51a5_Ball%20Drop%203.png)

### Unlike others, we’re  independently owned

We deliver on expectations and never cut corners or compromise on quality. You shouldn’t either.

## Solutions customized forambitious companies

[**AI & Advanced Automation**](https://www.connorgp.com/solutions/ai-advanced-automation) [**Financial Close & Reporting**](https://www.connorgp.com/solutions/financial-close) [**Technology Implementation**](https://www.connorgp.com/solutions/technology-implementation) [**Transformation & Risk**](https://www.connorgp.com/solutions/transformation-risk) [**Accounting Advisory**](https://www.connorgp.com/solutions/accounting-advisory) [**M&A Transaction Services**](https://www.connorgp.com/solutions/mergers-acquisitions) [**IPO Services**](https://www.connorgp.com/solutions/ipo-services)

## Connor Group is driving the AI transformation of advisory services

Connor Group solutions, built on deep expertise and decades of experience, are amplified by AI-driven insights, speed, and efficiency to support high-impact engagements.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68daf8a00c785af44ed4e282_Data%20(1).png)

## Award-winning technology implementation,  unbiased perspective

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cb3cd78c528ef4a4017b8_22fdd88520a0b6e4019fa0d1eadfe284_Oracle-Netsuite.svg)

#

1

Implementation partner for High Tech Companies

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cb3cd78c528ef4a4017b8_22fdd88520a0b6e4019fa0d1eadfe284_Oracle-Netsuite.svg)

#

1

Implementation partner for High Tech Companies

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cb3cd78c528ef4a4017b8_22fdd88520a0b6e4019fa0d1eadfe284_Oracle-Netsuite.svg)

#

6

Implementation partner

across all industries

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cb3cd78c528ef4a4017b8_22fdd88520a0b6e4019fa0d1eadfe284_Oracle-Netsuite.svg)

#

6

Implementation partner

across all industries

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68df006f4572f145d5bdf788_Workday.svg)

✓

Certified Workday

‍Implementation Partner

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68df006f4572f145d5bdf788_Workday.svg)

✓

Certified Workday

‍Implementation Partner

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68df014285db40e42aea02e5_Plus.svg)

40

+

Additional software

partnerships

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68df014285db40e42aea02e5_Plus.svg)

40

+

Additional software

partnerships

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

## What our clientsare saying

### **Janine Korovesis**

##### **VP of Finance, OpenAI**

_"OpenAI was changing fast, but I knew I didn't want to prematurely grow a really big internal team. I needed our financials to be sound and reliable, and something that I could speak with confidence about. So it was a no-brainer. Connor Group came in. Then they helped me set up an ERP within 90 days. I was very realistic about what I knew Connor Group could do for me—in short order—versus what I could do for myself."_

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68936dbb1e41216dd8f4f320_open-ai-logo-400x250.png)

### **Greg Ray**

##### **Head of Business Systems, HubSpot**

_“Connor Group has been a trusted partner of HubSpot over the years, most recently conducting a thorough health check and Opportunity to Cash (O2C) assessment to help us optimize for growth. They were able to easily understand our proprietary systems, identify growth inhibitors and distill improvements into actionable steps. Thanks to their insights, we've finalized build vs. buy decisions and aligned development priorities to better serve our customers. Connor Group isn’t just a consultant—they’re a true growth accelerator, enabling our vision of creating a world-class buying and billing experience."_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68936fd87c00cd340742b698_HubSpot_Logo-400x250.png)

### **Daniel Rubini**

##### **Head of Technical Accounting, Financial Reporting and SOX, Liquid Death**

_"Working with Connor Group was like having my own in-house full technical accounting squad. They truly became an extension of my team. Their experience and expertise were evident from the start, and they required no ramp-up time. They jumped right in and started delivering results. Their ability to quickly understand our needs and work within tight timelines was impressive. What they brought to the table made all the difference and was invaluable to our success in completing the financial statements and our audit."_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6806b2cc9b9a03698848ce7f_Liquid%20Death.jpg)

### **Jessica Wijesekera**

##### Senior Vice President of Global Accounting, Vytalize

_"Vytalize Health onboarded Connor Group one year ago to mow through ten years of overgrown technical accounting matters. We’ve kept our Connor Group colleagues on board because they’ve given our team access to resources, finding the right answers five times faster; we even expanded their services into system implementations because they help us move more quickly."_

_‍_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6703f601b1a7695be6fc60a8_VITALIZE.jpg)

### **Ted Monohon**

##### CAO, Nusano

_"Connor Group made my life a lot easier! Having a deep understanding of our business, they worked directly with our auditors, translating complex requirements into actionable steps for our team. They took on the accounting research burden and presented us with clear options - empowering us to make intelligent decisions. Connor Group simplified GAAP compliance, making the entire audit process less daunting. These are the kind of people you want to work with!”_

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6871222b454430394a2cfb74_Nusano%20Logo%20400x250.png)

### **April Yamada**

##### **Head of Finance Operations, AngioSafe**

_"What truly sets Connor Group apart is their ability to operate as a seamless extension of our team. They are proactive and responsive, consistently delivering high-quality work, allowing us to stay focused on innovation and patient-driven outcomes. We highly recommend Connor Group to any company seeking a knowledgeable, scalable, and trusted finance and accounting partner."_

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/698cdd35c2466cc7451d9f0d_angiosafe-logo.png)

### **Ben Lundgren**

##### **Managing Director, Low Institute for Therapeutics \| CEO, Gwen Bio**

_"The Connor Group team brings knowledge and competence, structure, and transparency at a very reasonable price, highly competitive even against local providers. We've relied on their quality reporting to make our most critical decisions and have not been disappointed--they have brought structure and process to our financial systems while still retaining the agility required for any startup."_

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/698ce9afaff4299eff17fac8_ae663d9c5c7a1b97e2cf1370589b020d_68ecf673cf1195bc341ac000_LIFT%20Logo%20white.png)

### **Georg Nalbant**

##### **Director Finance Excellence, Valneva**

_“We engaged with Connor Group at a critical juncture, facing challenges in our Internal Controls over Financial Reporting. Their support to our team was nothing short of exceptional. They had the capability and agility to step in seamlessly and with unwavering commitment. Thanks to this strong collaboration, we have a robust and effective ICFR framework that provides a solid foundation for ongoing compliance and control. I’m genuinely grateful for their partnership and incredible value. We continue working with Connor Group to support planned changes in our ERP environment.”_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/689370d8810d1c17cc85e51f_Valneva_Logo-400x250.png)

![Left Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de8285a306552a63f93a_Left%20Arrow.svg)

![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de823f9feb53ac05f413_Right%20Arrow.svg)

## Some clients we've helped break through

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daa9cdb0a0854e73cc1b_open-ai-logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaaaffa84da0f783db3_Liquid%20Death.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daa97b6503477a47c592_8d3a4dddf21b80ee23ac30ecf5c7fbbf_jazzpharma_logo_fullcolor.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaab369f414b2198886_HubSpot_Logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa03e8df3d00e2ea1f_UIPath.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68dc25ca774101a9ac1ec930_WHOOP_Logo_Black.svg%201.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68dc259a12fff6ae9263b9bc_Uber_logo_2018.svg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa14455d21c7eb726d_Duolingo_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daa92ffa86a7325266c4_Coupa.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa14455d21c7eb7271_Roku_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaaa2698e39a958e3c9_Lyft.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa037aa2c394186b0c_APP_BIG-50063fef.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68dc25f8bfe251b0f46c6d94_Coinbase.svg%201.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaaff0330928b645730_Seatgeek_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa341d60fb6e62f628_Etsy_logo.svg.png)

## Watch or listen to Breakthrough Work

Our podcast features stories of leaders and companies who shattered the status quo.

[![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6a0487cb9986bdec3608509b_Episode%2010%20home.png)](https://www.connorgp.com/#)

[![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68dbfb9749a659283997348f_Ep%201%20(1).png)](https://www.connorgp.com/#)

[![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68dbfc09976e5376259cc2ee_Ep%202%20(1).png)](https://www.connorgp.com/#)

[![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68dbfc3cfacf083d48b26e6b_Ep%203%20(1).png)](https://www.connorgp.com/#)

[![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68dbfc52caa263c5b3fcc4c2_Ep%204%20(1).png)](https://www.connorgp.com/#)

[![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69305ed7ce2b096c8c7cafc0_Episode%205%20home.png)](https://www.connorgp.com/#)

[![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69305eec61eb88364054d079_Episode%206%20home.png)](https://www.connorgp.com/#)

[![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/697a2979e724b65fac4f2025_Episode%207%20home.png)](https://www.connorgp.com/#)

[![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/698cf5080d62b0c1644ef688_Episode%208%20home.png)](https://www.connorgp.com/#)

[![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69d55af28b4f44e55c55a43e_Episode%209%20home.png)](https://www.connorgp.com/#)

1

2

3

4

5

6

7

8

9

10

[![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/684a138734c64fdb1bb27e1c_Apple_Logo.svg)](https://podcasts.apple.com/us/podcast/breakthrough-work-podcast/id1821781529)[![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/684a1392e389800a730cbe57_Spotify.svg)](https://open.spotify.com/show/1Yk4nPJillZygZCcXSFA94?si=3c9c7a3be6c24c68)[![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/684a13a495a8b42e50d8e0a7_Google.svg)](https://youtu.be/pXEKc_tuXPc)

## Watch or listen to Breakthrough Work

Our podcast features stories of leaders and companies who shattered the status quo.

[![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69305ed7ce2b096c8c7cafc0_Episode%205%20home.png)](https://www.connorgp.com/#)

[![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69305ed7ce2b096c8c7cafc0_Episode%205%20home.png)](https://www.connorgp.com/#)

[![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69305ed7ce2b096c8c7cafc0_Episode%205%20home.png)](https://www.connorgp.com/#)

[![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69305ed7ce2b096c8c7cafc0_Episode%205%20home.png)](https://www.connorgp.com/#)

1

2

3

4

[![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/684a138734c64fdb1bb27e1c_Apple_Logo.svg)](https://podcasts.apple.com/us/podcast/breakthrough-work-podcast/id1821781529)[![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/684a1392e389800a730cbe57_Spotify.svg)](https://open.spotify.com/show/1Yk4nPJillZygZCcXSFA94?si=3c9c7a3be6c24c68)[![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/684a13a495a8b42e50d8e0a7_Google.svg)](https://youtu.be/pXEKc_tuXPc)

## We deliver  breakthroughs

[Let's Connect](https://www.connorgp.com/#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680036ca0b7a92b0a11590db_16775e342bdac51fde9cdee332b72f55_CG-Breakthrough%20Pre%20Footer.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c227636e168ca78890_263119e18538711da43305c3cee575de_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20%E2%80%93%20PreFooter.png)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Technology Implementation Services
Technology Implementation

# Tech implementations that break through

Expertise in finance, operations, and HCM integrated with systems, data, and AI for implementations that deliver

[Let's Connect](https://www.connorgp.com/solutions/technology-implementation#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f56833311816a40ac18380_Technology%20Implementation%20(1).jpg)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f7ef8c9cdd489d7b0b7c10_Breakthough%20DNA%202%20mobile%20cropped%201%20(1).png)

## Award-winning, customized implementations and optimizations

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

### Technology Strategy, Assessment, and Design

- Business modeling
- Acquisition roadmap, playbook, and analysis
- Strategy and target assessment
- Guidance on deal structuring
- Audit preparation for AICPA and PCAOB and quarterly reviews

### Implementations, Integrations, Optimizations, and Automation

- Implementation and optimization of ERPs (NetSuite, Workday, Campfire, Rillet)
- Net working capital analysis
- Transaction tax due diligence and structuring
- Purchase agreement review and negotiation support
- Compilation of deal financial information
- Data room support
- Guidance on reverse mergers, spin-offs, carve-outs
- Data analytics

### Real-time Analytics and Business Intelligence

- Separation management
- TSA planning, pricing, and management
- 100-day integration planning
- Business combinations
- Development of opening balance sheet
- Networking capital true-up
- Evaluation of existing systems
- Implementation and optimization of ERP software
- Accounting support including interim controllership

### NetSuite Implementation and Optimization

- 200+ implementation and optimization projects
- 10-year NetSuite relationship with multiple certifications
- Up-to-the-minute knowledge and training in NetSuite
- Creation and support of NetSuite integrations
- Full admin services via our NetSuite center of excellence

### Workday Implementation and Optimization

Net New and Phase X implementation trusted advisor in HCM and FINS
Experienced team members with 10+ years in the Workday ecosystem
Integrate Workday with third-party tools and home-grown systems
Health assessments, business transformation, change management, and staff augmentation
Post-implementation support services with our Workday COE

### AI and Advanced Automation

- AI readiness assessment and road map
- AI education and training
- Practical use case application
- Technology evaluation
- Agentic flow implementation (pilot, optimization)
- Data architecture

## Unbiased technology perspective and leadership

We only implement platforms that are right for you

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cb3cd78c528ef4a4017b8_22fdd88520a0b6e4019fa0d1eadfe284_Oracle-Netsuite.svg)

#

1

Implementation partner for High Tech Companies

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cb3cd78c528ef4a4017b8_22fdd88520a0b6e4019fa0d1eadfe284_Oracle-Netsuite.svg)

#

1

Implementation partner for High Tech Companies

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68df006f4572f145d5bdf788_Workday.svg)

✓

Certified Workday

‍Implementation Partner

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f56912c6a552d1f3b230a0_Rillet%20White.png)

✓

Certified Rillet

‍Implementation Partner

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68df006f4572f145d5bdf788_Workday.svg)

✓

Certified Workday

‍Implementation Partner

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f569f82f7e2e5f2f583b73_Campfire_Logo-white%201.png)

✓

Certified Campfire

‍Implementation Partner

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68df006f4572f145d5bdf788_Workday.svg)

✓

Certified Workday

‍Implementation Partner

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f56a6f5b905db9b7b4ff20_Workato%20logo%20white_%201.png)

5

x

Workato

Partner of the Year

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

## What our clients are saying

### **Janine Korovesis**

##### VP of Finance, OpenAI

_"OpenAI was changing fast, but I knew I didn't want to prematurely grow a really big internal team. I needed our financials to be sound and reliable, and something that I could speak with confidence about. So it was a no-brainer. Connor Group came in. Then they helped me set up an ERP within 90 days. I was very realistic about what I knew Connor Group could do for me—in short order—versus what I could do for myself."_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68936dbb1e41216dd8f4f320_open-ai-logo-400x250.png)

### **Jessica Wijesekera**

##### Senior Vice President of Global Accounting, Vytalize

_"Vytalize Health onboarded Connor Group one year ago to mow through ten years of overgrown technical accounting matters. We’ve kept our Connor Group colleagues on board because they’ve given our team access to resources, finding the right answers five times faster; we even expanded their services into system implementations because they help us move more quickly."_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161b0d4630ab0a1f81e4b_vytalize.png)

![Left Arrow Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de8285a306552a63f93a_Left%20Arrow.svg)

![Right Arrow Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de823f9feb53ac05f413_Right%20Arrow.svg)

## Some clients we've helped break through

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67e5bc2364922186524e143c_a8437f933ea5f2805da3fc2e0b9e8ca8_OpenAI_Logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaab369f414b2198886_HubSpot_Logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c770afff665ff9de6b_357219892bb6a20b9554602ae9ab544e_solobrands-logo-dark-small-with-spacer.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c54f0fd1cf305befcb_Barstool-Sports-Logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaaa2698e39a958e3c9_Lyft.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c5875b6984c4a8972e_3eb913d963322067896274699bbd30b1_AG1.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7352f081a6e0d21e3_Niantic_(company)-Logo.wine.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c55c4eb55af76c4b18_Chewy.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c6972124dec5b097cd_079109d0bfc492947abc3d42662aa90e_Grammerly.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c648f08c05e412855c_1fceef5b01a47874c0cfac6e52571810_Figma-Logo-2048x1152.png)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

## If you only want to implement once,  you hire Connor Group

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bcf44ff8a84741bea6_TI_1.svg)

### Hundreds of implementations  and 45+ software partners

Benefit from the selection, implementation, and launch process created through vast experience across all types of companies with one goal: technology that delivers.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bc2da36cec6996d654_TI_2.svg)

### All-in-one technology, data,  and finance expertise

Our rare combination of finance, operations, and HCM subject matter expertise and deep tech knowledge create effective solutions and no-surprise launches.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bc0df028e076d90b34_TI_3.svg)

### Integrate your home grown technology  ‍with best-in-class solutions

We bring unique expertise in automating billing and reporting around home grown technologies and high volume business models.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bcdfbd72754ccf084b_TI_4.svg)

### World-class communication   ‍and project management

If you’re worried that technology projects lead to uncontrolled scope creep, then working with Connor Group will be a pleasant surprise.

## Technology resources for successful projects

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/64624b29ac5df618a838fd5e_TMB-AutoAnalytics.jpg)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

Technology implementation

### **Automation & Analytics**

Empowering Business for Finance and Operations Decisions

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/64624ac4f2f0d828b083bc82_BusinessGuide-Automation_Analytics.pdf)

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cdc822476082d06b498f4_TMB-FinModernz.jpg)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

Technology implementation

### Finance Modernization

Blueprint for transforming your business through the power of technology

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640b6aff8441823474c896b6_BusinessReport_23-Blueprint-FinanceModernization.pdf)

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d9542ffeb47001738c1f45_IPO-Digital%20Solutions-Cropped.png)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

Technology implementation

### Digital Solutions

Powering Technology Modernization for Finance and Operations

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d952b3520989bd1995179a_BusinessGuide_Digital_Solutions-2026.pdf)

## Technology Implementation leaders

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640a5b8cdaa49c680265eedc_Roxanne%20Brady.jpg)

### Roxanne Brady

Partner \| National Digital Solutions Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f56dcb1897843038e735cc_Jenna%20(1).png)

### Jenna Stevens

Partner \| NetSuite Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f56e081a7ad765f116ffbc_6814f9378196298e91bb11b8_Erik%20(1)%20(1).webp)

### Erik Hudson

Partner \| Workday Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640a5b8cdfdea34407cdf40b_Markham%20Bennett.jpg)

### Markham Bennett

Partner \| National Market Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

[Let's Connect](https://www.connorgp.com/solutions/technology-implementation#)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Advisory Services Overview
# The right partner for ambitious companies

Since 2006, we’ve specialized in complex, high-pressure work to help clients break through.

[Let's Connect](https://www.connorgp.com/about#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6800352e19e44c9bfa782215_654b46516ba7331e1acc0a46d7647a5e_CG-Breakthrough%20About.avif)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c148aca7e0d3677d6f_b17ae17864a660877e3bf55923aa24a7_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20-%20About.png)

## Connor Group is built for breakthroughs

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

We are a professional services firm focused on the most critical opportunities and challenges facing ambitious companies.

We serve the offices of the CFO, CIO/CTO, and CHRO, trusted by the most exciting brands on earth to deliver results that last.

## A rare blend of boutique size  ‍and legendary experience

### Breakthrough  Work

2K+

Companies Supported

### High-Growth  Companies

$4.0T

Valuation of Clients Helped to IPO

### Complex  Transactions

750+

M&A Deals and IPOs Supported

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

## Connor Group is built differently

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d2b61347627df6055aec_Ball%20Drop%201.png)

### Partners work directly  on engagements

We’ve translated decades of experience into elite-level listening and pattern recognition to deliver customized value efficiently.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d326c022df879ccacc87_Ball%20Drop%202.png)

### Our team has worked  in industry

Before Connor Group, 66% of our team worked in industry. We build breakthroughs with real-world solutions inspired by hands-on experience.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d326958b1f3956fa51a5_Ball%20Drop%203.png)

### Unlike others, we’re  independently owned

We deliver on expectations and never cut corners or compromise on quality. You shouldn’t either.

## Solutions customized forambitious companies

[**AI & Advanced Automation**](https://www.connorgp.com/solutions/ai-advanced-automation) [**Financial Close & Reporting**](https://www.connorgp.com/solutions/financial-close) [**Technology Implementation**](https://www.connorgp.com/solutions/technology-implementation) [**Transformation & Risk**](https://www.connorgp.com/solutions/transformation-risk) [**Accounting Advisory**](https://www.connorgp.com/solutions/accounting-advisory) [**M&A Transaction Services**](https://www.connorgp.com/solutions/mergers-acquisitions) [**IPO Services**](https://www.connorgp.com/solutions/ipo-services)

## We hire the best

We recruit top performers with real-world experience, practical problem-solving DNA, and sleeves rolled up.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68daf8a00c785af44ed4e282_Data%20(1).png)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68daf8a00c785af44ed4e282_Data%20(1).png)

## We train harder

We invest in a unique culture based on advanced training for all our professionals in elite-level client service, challenge resolution, composure, executive communication, and pattern recognition.

## We have a strong AI foundation

Connor Group is driving the transformation of advisory services. All Connor Group solutions, based on deep subject matter expertise and decades of experience, are now enhanced by AI insights, speed, and efficiency for high-power engagements.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68daf8a00c785af44ed4e282_Data%20(1).png)

## Our values. Every day. Every engagement.

### **Likability**

We put our clients at ease, even in high stakes, with immediate comfort and trustworthiness.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6907e88863688f4250a8cbdb_Likability.png)

### **Competence**

We have extensive practical experience and the latest regulatory knowledge.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6907e888945a4b970c16f5ad_Competence.png)

### **Discipline**

Our success comes from extraordinary drive, diligence, and attention to detail.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6907e888634217da7ebdc7d0_Discipline.png)

### **Courage**

We embrace uncharted territory, and lead the way into new standards, systems, and processes.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6907e88871cefe15bc085ada_Courage.png)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

## Our breakthrough story

We started with big challenges and never stopped

### 2002

The Sarbanes-Oxley Act (SOX) of 2002 changed everything for public companies, introducing new auditor independence requirements.

### 2006

Jeff Pickett envisioned a new category called financial and accounting advisory and launched Connor Group to become “the Bain and McKinsey” of that world.

### 2010

Connor Group quickly became the leading IPO advisory firm, opening offices on both coasts to support complex transactions with a pragmatic, delivery-oriented approach.

### 2022

Connor Group grew dramatically to 2,000 clients and over 700 team members globally, having played a role in more than 750 transactions and counting.

## Connor Group locations

Offices in key US growth markets, remote employees nationwide

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d5824da7d63d4a9f0547bc_27e55f4b6c7ed9bde4b6051590d81653_Map.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/670e5fd3900da0519316bb2d_45427398975f776664742cf7bdb06fe4_East.svg)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/64dbd7478747dd0747475fd1_GRFX-LocationMap-NWest-V2.svg)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/64ecd07570dfcc4122dcbcbc_GRFX-LocationMap-SWest-V2.svg)

## We deliver  breakthroughs

[Let's Connect](https://www.connorgp.com/about#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680036ca0b7a92b0a11590db_16775e342bdac51fde9cdee332b72f55_CG-Breakthrough%20Pre%20Footer.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c227636e168ca78890_263119e18538711da43305c3cee575de_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20%E2%80%93%20PreFooter.png)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Financial Close Services
Financial Close & Reporting

# Breaking barriers in close and reporting

We perfected the art of building elite-level speed, accuracy, reliability, and efficiency.

[Let's Connect](https://www.connorgp.com/solutions/financial-close#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6800352e6b6be53c6c5a524e_ff63c23ebd19bbecae2156777ad097da_CG-Breakthrough%20Close%20and%20reporting.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c1c175fde8d4f1cbf5_2b83a965d4ad695d444926b5b866b855_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20-%20Close%20and%20reporting.png)

## Custom, tech-enabled solutions for reliable close and reporting

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

### Accounting and Finance Support

External audit process
Quarterization of historic periods in line with PCAOB standards
Operational accounting support

[**Refining Your Accounting and Finance Operations**](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6983cd67b607e067318fa604_Refining%20your%20Accounting%20and%20Finance%20Operations.pdf)

### Financial Close and Reporting Automation

Close management using premier software partners
Financial reporting using best-in-class reporting platforms
Optimize NetSuite and Workday instance
Management and financial reporting

[**Perfecting Financial Close and Reporting**](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6983cd67aec82ced42cd36c2_Perfecting%20Financial%20Close%20and%20Reporting.pdf)

### Close Management and Acceleration

Controllership service
Close process improvements and controls
Close acceleration and automation

[**Optimizing the Financial Close Process**](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69b435914fbb147c73018eb4_Optimizing%20the%20Financial%20Close%20Process-2.pdf)

### Financial Reporting Preparation and Support

Expertise in SEC guidelines and regulations
Preparation of financial statements and filings
Annual and quarterly SEC reporting support

[**Improve Your SEC Reporting**](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6983cd671373534b974a4fd5_Improve%20Your%20SEC%20Reporting.pdf)

## What our clients are saying

### **April Yamada**

##### **Head of Finance Operations, AngioSafe**

_"Connor Group streamlined our monthly close process by more than 30 percent, enhanced our audit readiness, and provided technical guidance on complex accounting matters. Their team strengthened internal controls, improved cost tracking across product development and clinical activities, and ensured financial statements accurately reflected industry-specific standards. Equally impactful was their support in elevating our budgeting and forecasting capabilities."_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/698cdd35c2466cc7451d9f0d_angiosafe-logo.png)

### **James Bradley**

##### CFO

_"We talked to several firms and quickly recognized Connor Group was the right choice for us. They quickly began tackling problems to help us transform from cash basis accounting with disparate systems to an integrated, accrual-based system within months. There’s no way we could have got it done without their help."_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f580fb4abb4cd20584d293_bk-logo-navbar.webp)

### **Daniel Rubini**

##### Head of Technical Accounting, Financial Reporting and SOX

_"Working with Connor Group was like having my own in-house full technical accounting squad. They truly became an extension of my team. Their experience and expertise were evident from the start, and they required no ramp-up time. They jumped right in and started delivering results. Their ability to quickly understand our needs and work within tight timelines was impressive. What they brought to the table made all the difference and was invaluable to our success in completing the financial statements and our audit."_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6806b2cc9b9a03698848ce7f_Liquid%20Death.jpg)

### **Jairo Garcia**

##### VP Assistant Controller, ACG

_"We’ve partnered with Connor Group to support us as our team and responsibilities shifted. When we augment our team with CG professionals, we are always impressed with their depth of accounting expertise and the speed at which they integrate into our teams and business processes. They’ve been able to understand the complexities of our business and adapt quickly – providing recommendations and improvements to streamline our financial operations.”_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6871222522771d4077ab7938_ACG%20Logo%20400x250.png)

![Left Arrow Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de8285a306552a63f93a_Left%20Arrow.svg)

![Right Arrow Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de823f9feb53ac05f413_Right%20Arrow.svg)

## Some clients we've helped break through

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c677f9de7fbefbd7fd_Invitae-logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7491b1fbdd04225f7_Noom-Logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640b9633a86b836dcc0646b5_Lyft.svg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7875b6984c4a8976e_Poshmark_logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68936dbb1e41216dd8f4f320_open-ai-logo-400x250.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c6946141674587a789_Intapp.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cace744ffd068e698ea93_fubotv.jpg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daa92ffa86a7325266c4_Coupa.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa03e8df3d00e2ea1f_UIPath.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c6d7baccd3bdd08a5f_freshworks-logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c6d526a6720f1ae418_Fitbit-Logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7352f081a6e0d21e3_Niantic_(company)-Logo.wine.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c6972124dec5b097cd_079109d0bfc492947abc3d42662aa90e_Grammerly.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e56bf9ab482483038a0634_Duolingo.svg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c6f7df3405097fda56_Font-of-the-Nikon-Logo.png)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

## We’ve upleveled close and reporting for 1,000+ clients

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bcb82fb75b0cab8ae4_FCR_1.svg)

### The operational accounting  A-team

When you perfect the principles and tools by doing something over 1,000 times, you become world-class in efficient execution.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bc8bbf1e0a918c4aa2_FCR_2.svg)

### Cutting-edge, complex  ‍accounting knowledge

Connor Group is comprised of former CFOs, Finance VPs, and Controllers who are experts in complex accounting and regulatory matters, including PCAOB, SEC, AICPA, and FASB.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bc567204be185de03a_FCR_3.svg)

### Feel calm in  ‍high stakes complexity

Connor Group is accustomed to high-pressure, situations and specializes in lowering the heat for you and your team.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d326c022df879ccacc87_Ball%20Drop%202.png)

### Reasonable, right-sized   compliant solutions

When everything feels essential and urgent, we help clients focus on what’s significant with solid, efficient, and practical interpretations.

![Laptop Dashboard](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e6cb339bcb0685d367ddd9_GRFX%20Dashboard%20Laptop.png)

## The best results start with the best partners

We focus on best-in-breed and cutting-edge cloud technologies with a world-class team of accountants who know and love technology.

[![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640de9cc31731606709998e2_Blackline.jpg)](https://www.blackline.com/)

[![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640de9f0317316fa6b999a5b_DFIN.jpg)](https://www.dfinsolutions.com/)

[![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640dea05346b3451c52b6182_FloQast.jpg)](https://floqast.com/)

[![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640f45f0d52739615d74c7f5_Gappify.jpg)](https://www.gappify.com/)

[![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640dea28760bf378888b89f0_Workiva.jpg)](https://www.workiva.com/)

[![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640dea0ef79bec6fa959dd91_NetGain.jpg)](https://netgain.tech/)

[![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cb17790971b14d50061fb_Oracle-Netsuite.jpg)](https://www.netsuite.com/portal/home.shtml)

[Our Alliances](https://www.connorgp.com/alliances)

## Case Study

![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ec195559cee61cede9e5e3_Workiva%202.svg)

A global leader in pharmaceutical biotech research

#### Background

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

‍

#### Solution

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

‍

#### Results

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

‍

#### Testimonial

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

100%

##### Lorem ipsum dolor sit amet consectetur elit sed do tempor incididunt ut labore

![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeb5c6b0d76ae8bb6e3d58_Globe.svg)

##### Lorem ipsum dolor sit amet consectetur elit sed do tempor incididunt ut labore

![Pie Chart Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeb5d3897c52f43e505ce5_PieChart.svg)

##### Lorem ipsum dolor sit amet consectetur elit sed do tempor incididunt ut labore

## Reporting insights from the front lines of modern finance

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cdc82f79bec0dad48e75d_TMB-Elevate.jpg)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

Financial Close & Reporting

### Elevate Your Finance Team

How High-Growth Companies Leverage Leading Practices to Reach their Maximum Potential

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/683a1e820582121d7bd95241_BusinessGuide-Elevate-May-30-2025.pdf)

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cdc82c374bc5081b28a38_TMB-ArtoftheClose.jpg)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

Financial Close & Reporting

### A.R.T of the Close

Creating an accurate, reliable, and timely close for high-growth companies

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/683a1e9492497442f12ac10e_BusinessGuide-ART_ofthe_Close-V5-May-30-2025.pdf)

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/679aaaa02ebb48f67b4713c7_Collateral-7-habits-cropped.png)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

Financial Close & Reporting

### 7 Habits for a Successful Close

This article identifies seven essential habits that can significantly enhance your team’s close process. By incorporating these practices, you can transform your approach.

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6852fec062626e34021d8796_CG-7-Habits-Sucessful-Close-2025-JUNE-16-v2.pdf)

## Financial Close & Reporting leaders

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6595693644f216d431bab4f7_Domenic_Sanelli.jpg)

### Domenic Sanelli

Partner \| Financial Close & Reporting Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f2a424e85bdea50b340367_6812b879f93b15fba084eb4d_681015b11b103f01ebd45467_640c840f9a5e4f44e83a160c_ProPic-Tim_Brandt.jpeg)

### Tim Brandt

Partner \| Northwest Growth Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

[Let's Connect](https://www.connorgp.com/solutions/financial-close#)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## AI Readiness Overview
# AI Readiness: Navigating the AI Revolution

‍

In this article, we will examine several key considerations related to AI readiness that Chief Financial Officers (CFOs) need to focus on to fully harness the capabilities of Artificial Intelligence (AI). AI is set to bring significant changes to the evolving role of the CFO, particularly through its integration into the broader financial operations function. CFOs are increasingly required to offer real-time decision-making, interpret results and forecasts using data-driven insights, and lead automation initiatives. Therefore, embracing AI readiness is essential for CFOs to remain competitive and excel in a complex, data-centric business environment.

‍

## Establish AI Governance

When implementing AI throughout an organization, it is essential to do so in a structured and coordinated manner. A strategy for achieving this is to form a steering committee focused on AI. This committee should consist of members from various departments, including, at the very least, experts in finance, operations, and technology. Its primary role is to guide the overarching AI strategy and ensure that its execution is harmonized across the organization. The main responsibilities of the committee include:

- Establishing governing policies addressing the acquisition and use of AI
- Identifying and prioritizing potential AI uses
- Identifying and evaluating key AI risks
- Supervising the ethical and responsible implementation of AI solutions

This diverse group of stakeholders enables the organization to approach AI in a well-rounded and informed manner.

‍

## Address Regulatory, Compliance and Ethical Considerations

When adopting AI, CFOs must dedicate significant time to thoroughly investigate the regulatory and compliance impacts of AI on their company, customers, vendors, and other stakeholders. Understanding these implications is crucial for ensuring that the deployment of AI aligns with various legal and ethical standards. Examples of requirements to consider include:

- **SOX Compliance:** Assessing how AI affects financial reporting, internal controls, and corporate governance
- **ESG Considerations:** Understanding the impact of AI on Environmental, Social, and Governance (ESG) factors, alignment with the company's ESG goals and relevant sustainability standards
- **Data Privacy:** Evaluating how AI processes personal data considering global privacy regulations such as General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), and others; securing proprietary corporate data and information to protect it from unwanted or unauthorized consumption
- **Cybersecurity:** Ensuring that AI systems are secure against cyber threats and breaches, complying with established cybersecurity standards and frameworks
- **Other Regulatory Domains:** Investigating how AI impacts sector-specific regulations, international trade laws, anti-money laundering directives, ethical guidelines, etc.

By taking the time to understand these areas, CFOs can ensure that their organization’s AI adoption is not only compliant but also responsible, aligning with broader organizational values and maintaining the trust of customers, vendors, and other stakeholders.

‍

## Prepare for Adoption through People Engagement

For successful AI adoption, organizations must focus on engaging their workforce and cultivating buy-in. The CFO has a crucial role in this process, not just in aligning financial strategies with AI implementation but also in leading the drive for organizational alignment and skill-building in AI.

- **Championing an AI-Adaptive Culture:** CFOs should lead efforts to create a culture receptive to AI, by addressing any apprehensions about AI, highlighting its benefits, and fostering collaboration. Initiatives could include regular communications, collaborative forums, etc. to discuss AI's impact and uses, thereby easing fears and misconceptions.
- **Encouraging Skill Development and Training:** It’s vital to invest in training and upskilling programs that enable finance professionals to effectively utilize AI tools
- **Strategic Investments in AI:** The CFO should lead the strategic investments in AI ensuring organizations conduct in-depth cost-benefit analyses and a strong business case for key AI initiatives.

By taking a leadership role in this area, the CFO can help the organization navigate the changing landscape of AI, ensuring both technological advancement and people alignment.

‍

## Scale Infrastructure

For effective AI adoption, the CFO must work closely with IT to evaluate and enhance the necessary IT infrastructure. This collaboration is key in identifying and implementing the right technological foundations for AI. Essential IT considerations may include:

- **Computing and Data Storage:** is there sufficient computational power and storage to meet the demands of AI?
- **Network Capabilities:** Can existing networks handle AI's data processing needs, with adequate bandwidth and speed?
- **Cloud-Based Solutions:** Are there cloud computing solutions that can offer greater scalability and flexibility, to meet the demands of AI?
- **Security and Compliance:** What additional security measures are required to adopt AI technologies?
- **Integration with Existing Systems:** How will AI integrate and operate with existing systems and applications? How do you create a smooth integration between new AI tools and existing tech?
- **Remote and Mobile Work Support:** Are changes required to the infrastructure to support remote access to AI resources, catering to modern work environments?

By collaborating on these IT considerations, the CFO can help ensure that the organization's IT infrastructure is adequately prepared for AI adoption, aligning technological capabilities with the company's strategic AI objectives.

‍

## Data Readiness

The effectiveness of certain AI applications, including those involving machine learning and Generative AI (GenAI), are heavily reliant on the availability and quality of data. Therefore, data is a critical readiness area. Furthermore, GenAI can be greatly enhanced when using retrieval augmented generation (RAG).

RAG combines the power of information retrieval with GenAI models. It first retrieves relevant information from a large dataset and then uses this information to generate more accurate and contextually relevant outputs.

For businesses, it's vital to assess the quality and accessibility of their data, ensuring the following:

- **Availability of Data:** Data exists, is readily accessible and available for AI processes.
- **Structured, accurate and Unbiased Data:** Data is organized, consistent, and free from biases and errors that could skew AI outcomes.
- **Robust Data Governance:** Data governance practices are in place for maintaining the integrity and reliability of the data.

When addressing these considerations, finance leaders can also consider how to leverage GenAI as a tool for data collection and organization. GenAI has the capability to gather data and create structured formats for data points that were previously unstructured. This approach can enhance the overall effectiveness of their AI initiatives.

‍

### Conclusion

Artificial intelligence is set to significantly change the finance function and organizations as a whole. Those who are prepared stand to benefit greatly. It's important to understand the potential of AI and address key readiness issues as part of this process. When exploring AI and planning your adoption strategy, make sure to spend time evaluating your readiness and allocating resources to address essential readiness factors. This will help ensure you keep pace with the evolving landscape of AI.

At Connor Group, our AI subject matter experts stand ready to collaborate with you, providing practical AI solutions tailored to your organization's needs. By leveraging their insights and expertise, you can not only stay ahead of the AI curve but also build a powerful technology strategy that maximizes automation and value. As AI continues to evolve, let's embark on this exciting journey together, adapting and thriving in a world of boundless possibilities.

If you're seeking to adopt AI and looking to understand what key readiness tasks you need to address, contact Connor Group. Leveraging both our operational and technology expertise, we'll share our experiences and help you create practical AI roadmap.

‍

#### Authors

**Jason Pikoos** \- Managing Partner, Client Experience

**Tim Brandt** \- Partner

**Erik Olson** \- Director, Digital Solutions

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Career Opportunity
# New York

# Pay Transparency Act

Compensation range:

$101,500 - 135,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Mergers & Acquisitions
M&A Transaction Services

# Breakthrough deals without surprises

Our dedicated buy and sell-side M&A team applies expertise gained from thousands of transactions to each deal.

[Let's Connect](https://www.connorgp.com/solutions/mergers-acquisitions#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6800352e8ff1a54761e602ad_9f33b8db89e468870955a930d26e5c80_CG-Breakthrough%20M%26A.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c2d11d918880e5035d_5d9ac2a3d756187ac8b0b72b24b435dc_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20-%20M%26A.png)

## Strategic M&A transaction and quality of earnings services

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

### Deal Strategy

- Business modeling
- Acquisition roadmap, playbook, and analysis
- Strategy and target assessment
- Guidance on deal structuring
- Audit preparation for AICPA and PCAOB and quarterly reviews

### Deal Execution (Buy and Sell Side)

- Quality of earnings analysis
- Net working capital analysis
- Transaction tax due diligence and structuring
- Purchase agreement review and negotiation support
- Compilation of deal financial information
- Data room support
- Guidance on reverse mergers, spin-offs, carve-outs
- Data analytics

### Acquisition integration and value capture

- Separation management
- TSA planning, pricing, and management
- 100-day integration planning
- Business combinations
- Development of opening balance sheet
- Networking capital true-up
- Evaluation of existing systems
- Implementation and optimization of ERP software
- Accounting support including interim controllership

### Business modeling

- 3-statement financial modeling
- Scenario planning and comparison modeling
- Cashflow forecasting
- KPI development and monitoring
- Process automation

## Recent breakthrough deal support

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f029036c1c841418010a0b_140%2B.png)

Transactions supported last year across all industries

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f029036c1c841418010a0b_140%2B.png)

Transactions supported last year across all industries

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f0296aaa17f3de2763a281_70%25.png)

Transactions for private

equity and strategic acquirers

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f0296aaa17f3de2763a281_70%25.png)

Transactions for private

equity and strategic acquirers

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f029e753f815db58d52400_Globe.svg)

Transactions in five countries

and 16 industries

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f029e753f815db58d52400_Globe.svg)

Transactions in five countries

and 16 industries

## What our clients are saying

### **Maggie Mitchell**

##### **CFO, The Cook & Boardman Group, a Platinum Equity portfolio company**

_"We consider Connor Group an integral part of our financial due diligence process.  Ken, Bryan, and their supporting teams are consummate professionals, always adding value to Quality of Earnings (QofE) discussions and consistently eliciting complementary feedback from our sellers and their representatives. Connor Group’s responsiveness to requests and ability to pivot quickly is unmatched, and the quality of reports is always top-notch.  We are incredibly grateful for our long-standing partnership and consider Connor Group a critical component of our go-forward acquisition strategy."_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69988387d8e43908db2f45a0_Cook_and_Boardman_Logo.png)

### **Gabe Nacht**

##### Chief Financial Officer, Switch

_“Connor Group was an invaluable asset to Switch during our IPO process. Their experience in guiding companies through the process was tremendously helpful, and the quality of work and commitment from the Connor Group team was excellent. We were so impressed that we have continued to use Connor Group for special projects, and consider them an extension of our own accounting team.”_

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/641073ed41980b7d802fb685_Switch.jpg)

![Left Arrow Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de8285a306552a63f93a_Left%20Arrow.svg)

![Right Arrow Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de823f9feb53ac05f413_Right%20Arrow.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

## Agile, global, former Big 4 transaction experts

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bdb13a0d71ea6b00af_MA_1.svg)

### Let us strengthen your   deal position

Connor Group’s extensive transaction experience provides valuable reference points and strategic guidance, including price renegotiation.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bd74114767148a5ece_MA_2.svg)

### We quarterback the  ‍entire project for you

We manage all accounting aspects and oversee the relationships with our partner firms.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bd3f8263cdf3ba9490_MA_3.svg)

### Leverage our international   ‍deal knowledge

The Connor Group team includes native speakers from across the globe, well-versed in cross-border transactions.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bdd7ca3dac6ec00a63_666850f892c475bf1536e5d15809ecbf_MA_4.svg)

### Practical acquisition accounting   and technology

Connor Group is deeply versed in data platforms, cash to accrual basis accounting, expense treatment, and other M&A fundamentals.

## M&A insights for modern finance

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d959009bb002fdc6741311_IPO-Quo%20Vadis-Cropped.png)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

Mergers & Acquisitions

### Quo Vadis?

The Art of Forecasting

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d94d42edaeca8da355d517_BusinessGuide_QuoVadis-ArtofForecasting-2026.pdf)

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d958694f4b947ee5358dc7_IPO-Exit-Cropped.png)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

Mergers & Acquisitions

### Exit Advice

How Connor Group can Help Sell your Business

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d94d0508ec45c52c8e1d29_BusinessGuide_ExitAdvice-2026.pdf)

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d9542ffeb47001738c1f45_IPO-Digital%20Solutions-Cropped.png)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

Mergers & Acquisitions

### Dilligence Insights

The Importance of Performing Financial Due Diligence on a Hockey Stick Growth Curve

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d94d88d19ab0e9da15b78d_BusinessGuide_DiligenceInsights-2026.pdf)

## M&A Transaction Services Leaders

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f0279a03d00b61ce049771_KenDoty%20(1).png)

### Ken Doty

Partner \| M&A Services Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

[Let's Connect](https://www.connorgp.com/solutions/mergers-acquisitions#)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Accounting Advisory Services
Accounting Advisory

# Master the rules, eliminate the bottlenecks

The practical application of accounting standards to complex transactions is Connor Group’s sweet spot.

[Let's Connect](https://www.connorgp.com/solutions/accounting-advisory#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6800352e388a333a54131847_1b8f25f1fea3e69117ddedad70192c4f_CG-Breakthrough%20Accounting%20Advisory.avif)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680aca40d6e95e6bb3d6c1a8_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20-%20Accounting%20Advisory.png)

# The leaders in accounting advisory serving growth companies

[Why Choose Us](https://www.connorgp.com/solutions/accounting-advisory#)

## Breakthrough services for accounting standards and audit demands

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

### Complex Transactions Analysis and Advisory

- Guidance on deal structuring
- Guidance on financing instruments
- Variable interest entities and consolidation
- Disposition or acquisition of businesses or assets
- Impairment and restructuring
- Derivatives
- Bankruptcy and reorganization

### New Standard Implementation

- Conversion between US GAAP and IFRS
- Gap analysis and strategic implementation planning
- Education, training, and technical support
- Updating, uplifting, and creation of accounting policies and documentation to reflect implementations
- Analysis of required data and development for implementations

### Technical Accounting Memos and Policies

- Evaluation of significant accounting issues and transactions
- Development and updating of accounting policies reflective of best practices and current standards
- Delivery of accounting expertise across a broad range of topics and industries including debt & equity arrangements, collaboration agreements, revenue recognition, share-based payments, mergers & acquisitions, leases, capitalized software, among others

### Financial Reporting Support and Preparation

- Drafting, uplift, and review of financial statements
- Preparation of SEC reports and filings
- External audit process
- Management of restatements, error corrections, and estimate changes
- Expert responses to SEC comment letters
- Drafting of and support for SEC preclearance letters

‍

## What our clients are saying

### **Ted Monohan**

##### CAO

_"Connor Group made my life a lot easier! Having a deep understanding of our business, they worked directly with our auditors, translating complex requirements into actionable steps for our team. They took on the accounting research burden and presented us with clear options - empowering us to make intelligent decisions. Connor Group simplified GAAP compliance, making the entire audit process less daunting. These are the kind of people you want to work with!"_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6871222b454430394a2cfb74_Nusano%20Logo%20400x250.png)

### **Charles York**

##### VP Finance and Accounting, Aeglea

_“Connor Group team has been spectacular in their effort, speed and professionalism working with us on our accounting policies. Really, I’m very appreciative of their commitment to my team and Aeglea, particularly in a very short period of time to get up to speed. We look forward to continuing to work with you guys!”_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6410775714f0c798fa0316c3_Aeglea.jpg)

### **Jessica Wijesekera**

##### Senior Vice President of Global Accounting

_"Vytalize Health onboarded Connor Group one year ago to mow through ten years of overgrown technical accounting matters. We’ve kept our Connor Group colleagues on board because they’ve given our team access to resources, finding the right answers five times faster."_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161b0d4630ab0a1f81e4b_vytalize.png)

### **Susan Wyrick**

##### Former Vice President and Controller, Juno Therapeutics

_“Connor Group has been an exceptional addition to our accounting team, in particular its extensive group of subject matter experts in all areas of technical accounting. We appreciate being able to get answers to complex issues quickly to meet our demanding timelines. We have found everyone at Connor Group to be superb in knowledge as well as a true pleasure to work with. I wish we had started working with Connor Group sooner.”_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6410778a02e99d15347218b6_juno-therapeutics.jpg)

![Left Arrow Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de8285a306552a63f93a_Left%20Arrow.svg)

![Right Arrow Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de823f9feb53ac05f413_Right%20Arrow.svg)

## Some clients we've helped break through

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c65c4eb55af76c4b2f_grubmarket_logo_text.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c670aab0d8b60906ee_Eargo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaaff0330928b645730_Seatgeek_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cab5b78c52864ba3f7326_BridgeBio.jpg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7b132c1b66be688b2_Sangamo%20Therapeutics.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c74cc0854e43a32b97_Whatnot.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7491b1fbdd04225f7_Noom-Logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa14455d21c7eb7271_Roku_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c59726b9ccaaeb6dd9_Blackrock_Neurotech_Blue.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161b0eab277c3f1a6be8a_owlet-logo-png_seeklogo-480006.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7c48f82426933f530_kodiak-footer-logo_optimized.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c6b53e8e15680eaaac_instructure-logo-freelogovectors.net_.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/641073a057a29a0de5bdd1ff_OncoMedPharma.jpg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c74f0fd1cf305bf2d6_SmartRent_Logo_color_stacked-d0f4fa49-658f-4f9a-be9a-eb0e91a26cfa.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c656038bc5dfc6a6d7_FreshRealm.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68936dbb1e41216dd8f4f320_open-ai-logo-400x250.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daa97b6503477a47c592_8d3a4dddf21b80ee23ac30ecf5c7fbbf_jazzpharma_logo_fullcolor.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c5ab46e5573c7d98bd_Anduril_Industries_Logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c6143cc945cb5e760b_Dolby_Logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640b9633a86b836dcc0646b5_Lyft.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

## Accounting advisory provided by the true experts

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577beca8d60a1a67e489b_AA_1.svg)

### Work directly with partners,  not just junior staff

Former SEC staff and senior-level Big 4 national office professionals lead Connor Group’s accounting advisory.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577beedced0c4e5da8e75_AA_2.svg)

### Draw on our  regulatory relationships

As recent members of the FASB/EITF and AICPA Digital Asset Working Group, we engage with the standard setters.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bece1dd6da91431804_3c5996dd4a8a9206756925f81cf4c582_AA_3.svg)

### Practical solutions based  ‍on critical thinking

We help clients implement tailored solutions that are efficient, practical, supportable, and thoroughly documented for better outcomes.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577be68fa1d68f78bcba2_AA_4.svg)

### Feel calm in  high stakes complexity

We’re accustomed to high-pressure situations and specialize in helping you manage and hit all your deadlines.

## Case Study

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f6aee6a327783f004fc41d_Lazydog.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

#### Background

Seeking help with 842 lease accounting, Lazy Dog targeted a boutique partner who would provide access to their top talent. References touted Connor Group as highly efficient, flexible, and focused on providing value. They indicated that Connor Group would partner with them to find solutions for their business needs and work shoulder-to-shoulder with them.

‍

#### Solution

Lazy Dog started with the 842 project and soon realized that Connor Group's speed and efficiency made them a cost-effective option for many other projects. New needs were addressed so quickly that Connor Group expert resources often started within 24 hours of being requested.

‍

#### Results

Whether it was temporary general ledger accounting help or more complex needs that arose during the implementation of 842 lease accounting, Connor Group handled it all and provided support to the Lazy Dog CFO in communicating technical changes to the owners and board.

‍

#### Testimonial

_"I highly recommend Connor Group to any CFO or business leader looking for fast, reliable, and effective solutions. They gave us options to solve immediate business opportunities and helped us navigate complex accounting issues. Their expertise and willingness to go above and beyond to ensure our success made them an invaluable partner."_ ‍

– **Robert Linder,** CFO \| Lazy Dog Restaurants

## Breakthrough insights for modern finance

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cdc822e2b16a853214754_TMB-CvrtBridgNotes.jpg)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

Accounting Advisory

### Convertible Bridge Notes

Technical Accounting in Simple Terms

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640b6affa2c59af6ed8ef545_BusinessGuide_23-Convertible_Bridge_Notes.pdf)

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cdc82760bf3214e7af7d6_TMB-ASC842-Adoption.jpg)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

Accounting Advisory

### ASC 842 \| Adoption Considerations and Best Practices

Learnings from private and public company adoptions through 2021 \| February 2022

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640b6afee3594b16b42b280c_BusinessReport_23-ASC842_AdoptConsiderations_BP.pdf)

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cdc824efe7cb2686d794d_TMB-ASC842-100_30.jpg)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

Accounting Advisory

### ASC 842 \| Disclosure Study $100M to $30B

Companies with Market Cap ranging from $100 Million to $30 Billion and above - Evaluation of YTD 2020 Filings \| August 2021

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640b6affa2c59af6ed8ef545_BusinessGuide_23-Convertible_Bridge_Notes.pdf)

## Accounting Advisory leaders

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/66859b82922d5d0a2741ff8f_Blake%20Collins%20800x800.png)

### Blake Collins

Partner \| Accounting Advisory Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/656f3a243f9f19df6e6875ce_ProPic-Dominick_Kerr.jpg)

### Dominick Kerr

Partner \| East Region Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

[Let's Connect](https://www.connorgp.com/solutions/accounting-advisory#)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## AI in Finance
# Current and Future AI Use-Cases for Finance and Accounting

The rapid ascent of Artificial Intelligence (AI) is transforming it from a mere option to an important instrument for sustaining a competitive edge in today’s business landscape. Organizations across various sectors intend to begin using or expand investment in AI to optimize operations, augment decision-making, and fortify their market position. This article explores some current and future use cases for AI in finance, accounting, and operations, shedding light on how it is reshaping our world.

‍

## Current Use Cases

Digital data transformation stands out as a powerful AI use case harnessed by business leaders. GenAI’s ability to process various document formats – from scanned copies and images to PDFs and Word documents – and convert them into machine-readable data. This not only eliminates significant manual efforts but also enables the reallocation of time into activities of greater strategic importance. Specific applications encompass:

1. Creating content searchable and reportable using GenAI tools
2. Identifying key terms, conditions, and key data points
3. Extracting and comparing data between multiple sources
4. Facilitating data-driven decisions and automated workflows
5. Utilizing large language models to assist in workflows and analysis

Illustrating this, GenAI can systematically read, digitize, and extract key terms and conditions from complex sales contracts and reconcile this data to other key systems. Additionally, it can auto-populate the contract review checklist and orchestrate the contract and checklist review process to support appropriate accounting for revenue under ASC606.

Furthermore, AI’s adeptness in handling vast amounts of data bolsters business insights and decision-making. Machine learning and AI models can analyze large and complex data sets, identify patterns in the data, and drive actions, which can greatly improve the identification of new opportunities and anticipate risks. These AI capabilities can deal with huge data sets from multiple sources to garner insights often missed by traditional analytics approaches. Here are some use cases:

1. Reconciling large data sets (especially transactions)
2. Detecting data anomalies and inconsistencies
3. Profiling customers to identify risks (e.g., churn) and opportunities (e.g., upsell)

As an example, we have trained a supervised machine learning algorithm to predict customer cancellations, enabling proactive strategies that can result in reduced churn and increased annual recurring revenue.

‍

## AI’s Future Horizons

Looking ahead, we envisage AI dramatically transforming processes, data collection, analysis, compliance, and financial reporting. We expect AI will allow major advancements across a wide array of areas, including:

1. End-to-end Transaction Processing
2. Financial Close Automation
3. Application of Complex Accounting to Transactions
4. Financial Planning & Modeling
5. Compliance & Controls
6. Financial / Public Reporting
7. Full User Self Service
8. Analytics & Decision Making

**To illustrate this, here are two possible examples where we see AI playing a major role:**

- Business leaders, including the CFO are now confronted with vast amounts of internal and external data points upon which to make crucial decisions. We envision that in the coming years, companies will effectively organize their data (across functions and business units) and add powerful AI capabilities, allowing business leaders to get what they need when they need it and in the format they prefer using a simple chat interface. Furthermore, AI technology will proactively monitor data, provide insights, and suggest actions.
- Compliance processes and activities, although important to an organization and its stakeholders, can be very taxing on an organization’s resources. We envision a world, where AI not only facilitates the execution of critical compliance and control activities but also plays a role in monitoring and validating that key controls operate as expected. With AI, we believe that the concept of continuous monitoring and auditing may be an attainable goal for many organizations.

Despite the inherent uncertainty in predicting the exact trajectory of technological advancement and evolution, we anticipate progress via significant milestones and breakthroughs rather than overnight advancement or a singular, massive leap. As a result, adaptability remains key, especially given that these advancements could surpass our expectations. Additionally, although we expect significant advances, we expect most will continue to require a human co-pilot to execute, especially complex judgments and decisions effectively. There is an undeniable revolution happening right now when it comes to AI, and we expect companies that commence now will benefit from the valuable use cases of today and be the first to unlock the competitive advantages of future use cases.

‍

## Engage with Connor Group for Practical AI Solutions

In an era where AI is redefining the future of all industries and functions, and the speed of adoption is both a challenge and an opportunity, the importance of a strategic partner cannot be understated. Connor Group, with its proven track record in guiding leaders through transformative shifts, stands as your trusted ally. Our deep understanding of both finance and technology ensures that you're not only adapting to the AI revolution but truly leveraging it for organizational excellence.

‍

### **Authors**

‍

#### **Jason Pikoos**

Managing Partner

‍

#### **Tim Brandt**

Partner

‍

#### **Erik Olson**

Director

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## IPO Services Overview
IPO Services

# 4 trillion reasons   to choose us

Connor Group has supported over 265 companies in going public, for a combined valuation of $4 trillion.

[Let's Connect](https://www.connorgp.com/solutions/ipo-services#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6800352e3040634d1e347f77_95c057b2ec57728e4f50296cbc74a3e0_CG-Breakthrough%20IPO.avif)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c23c00635bca87c47f_2536e1cfa82415b956330a7fced62623_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20%E2%80%93%20IPO.png)

## Solving for IPO complexity with custom services

### Business Advisors to Executives and Audit Committee

- IPO best practices, strategies, trends, and statistics
- Advise on accounting and reporting considerations
- Finance related filing requirements (domestic, cross-border, Rule 3-05, pro forma, etc.)
- SEC hot buttons and accounting developments
- Advise on process and organization transformation

### Public Company Readiness and Planning

- Assessment of public company readiness
- IPO planning and project management
- Insights into public company KPIs and metrics
- Public company close and reporting
- Internal controls and SOX considerations

### Financial Statement and Accounting Readiness

- SEC-compliant financial statements and footnotes
- Technical accounting policies, memos, and analysis
- Annual audit and interim review preparation and support
- Proforma financial statements

### Registration Statement Process

- Drafting of F-pages, MD&A and other financial sections
- Assistance with responses to SEC comments
- Post-IPO support for 10-K, 10-Q, and technical accounting matters

## What our clients are saying

### **Multibillion-dollar Healthcare Company**

##### Managing Director

_“Connor Group recently supported our IPO with project management and accounting advisory, among other critical areas. The Connor Group team exceeded my expectations with leadership, organization, and expertise.”_

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f8f0c578184bf5d59be4f1_da8db00acb4680c41e59e2aa8e8df626_Blank%20Testimonial%20Icon.png)

### **William D. Waddill**

##### Fmr Sr. VP and CEO

_“The Connor Group team provided the expertise needed to meet critical path timelines that others said were impossible to achieve. Working side by side with the company, their ability to quickly respond to reporting issues of our complex business allowed management to keep its focus on the transaction. I would not hesitate to use them again and highly recommend the professionals of Connor Group.”_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/641073a057a29a0de5bdd1ff_OncoMedPharma.jpg)

### **Gabe Nacht**

##### CFO

_“Connor Group was an invaluable asset to Switch during our IPO process. Their experience in guiding companies through the process was tremendously helpful, and the quality of work and commitment from the Connor Group team was excellent. We were so impressed that we have continued to use Connor Group for special projects, and consider them an extension of our own accounting team.”_

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/641073ed41980b7d802fb685_Switch.jpg)

![Left Arrow Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de8285a306552a63f93a_Left%20Arrow.svg)

![Right Arrow Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de823f9feb53ac05f413_Right%20Arrow.svg)

## Some clients we've helped break through

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c520e289d1c623d29a_Arm_Holdings-Logo.wine.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7cc3e9a595146887e_ServiceTitan_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161b04b573bf0588e776f_Omada.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa037aa2c394186b0c_APP_BIG-50063fef.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa14455d21c7eb726d_Duolingo_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cad4b85f0c078a9a4512b_5d77eb661c3ebdedeb5fe3f147fb03b7_Sitecore.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa03e8df3d00e2ea1f_UIPath.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7a9f6192afdb42ed1_warby-parker-1.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c621f8e13b4f74c81c_Evercommerce.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640b968c260a9f0343425522_ThredUP.svg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7264a41aebd763634_Navan%2C_Inc._Logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c5946141674587a769_Boundless%20Bio.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7bda16f7db2eb1bec_logo-neumora-green-logomark.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161b089fc668c18f14100_structure_logo-black.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c5e7fec5dd52c7b842_DICE%20molecules.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f6426e47a05d175caa75b9_1fceef5b01a47874c0cfac6e52571810_CompassInc_Logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cad4b85f0c078a9a4512b_5d77eb661c3ebdedeb5fe3f147fb03b7_Sitecore.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c52dbaaf8e553d341c_Ardent-Health-logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c519d4d3c165041084_Coinbase.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/64106accd911b52fa49c1b8c_Cricut.jpg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

## 20 years of IPO market leadership (and counting)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bdc033d3ab1c26d41c_IPO_1.svg)

### Top-tier experience  ‍and legendary market share

We’ve helped more than 265 companies prepare for IPO, SPAC, direct listing, or reverse merger through our experience. Big 4 backgrounds, and SOX expertise.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577be882842068254d7d8_IPO_2.svg)

### Hit your target date  with confidence

Time is money. We make sure all accounting and reporting milestones are met so delays and surprises are avoided and valuations sustained.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bd64515d34fc6c5e0c_IPO_3.svg)

### Compress time to market,  ‍when needed

IPOs take time, but we know what to do when an accelerated schedule is required. 20 years of intensive IPO work give us the experience to make the impossible possible.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bd9a3d114e7535f52a_IPO_4.svg)

### Minimize SEC  comments

Surprise SEC comments can delay your IPO. We help you avoid issues, restatements, and material weaknesses that can derail timelines and valuations.

## Case Study

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f6afaced070719a1dea670_6aee69146b0ca62f800f8b17b6c7d1d6c71c884d-4096x1111%20(1).png)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

#### Background

Cricut grew from $74 million in 2014 to $1.3 billion in 2021. In early June 2020, the company made the decision to go public through an IPO with a highly aggressive deadline for filing the first registration statement of Nov 11, 2020. They reached out to Connor Group for support.

‍

#### Solution

Connor Group was engaged to help quarterback the IPO project and help Cricut hit a timeline that many would have called impossible. The engagement included project management, helping Cricut through its PCAOB-level upgrade audits, assisting in identifying and recommending key process modification and SOX controls, and tackling previously intractable data issues.

‍

#### Results

Connor Group helped Cricut beat their target filing deadline by one day, in five months. Precision planning was key. The Connor Group project leader orchestrated bringing Connor experts in and out, as needed and at a moment's notice when inevitable surprises surfaced.

‍

#### Testimonial

**_“_** _We went public in a very challenging IPO market on a timeline that was ultra aggressive. Had we not had Connor Group as our partner throughout the process, our timeline would have likely doubled.”_

_‍_ **_\- Marty Petersen_** _, Former Cricut CFO, 2012-2022_

## IPO insights for modern finance

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cdc83247608f6edb49905_TMB-RingingBell.jpg)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

IPO Services

### Ringing the Bell at Lightning Speed

How Cloud ERP Helps Speed up IPO Readiness

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/651e176c08dde83fd84416ae_BusinessGuide-IPO_RingingBell-V2.pdf)

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cdc82f79bec20f048e75c_TMB-IPOJourney.jpg)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

IPO Services

### IPO Journey

To life as a public company

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640b6aff5735a484d2cbc727_BusinessGuide-IPO_23_Journey.pdf)

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f0245d444b7e483d92d759_68dfefa9a393a03d6eac9d54_IPO-Readiness-ACC-Adv-Business-Guid-Business-Guide-Cropped.png)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

IPO Services

### From Private to Public: IPO Readiness Series

Six essential accounting areas companies must understand before going public.

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f792138958e82b9e050137_IPO%20Readiness%20-%20Internal%20Controls%20-%20Connor%20Group%20Business%20Guide.pdf)

## IPO Services leaders

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640a5b8c69c65f953a538f0e_Joanna%20Lynch%20(1).jpg)

### Joanna Lynch

Partner \| IPO Services Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/655e10c75bcf8727562077e8_Jordan_Teitelbaum.jpg)

### Jordan Teitelbaum

Partner \| IPO Services Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeadd15260ca725ec53ca4_Jim%20Neesen.jpg)

### Jim Neesen

Managing Partner \| National Market Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

[Let's Connect](https://www.connorgp.com/solutions/ipo-services#)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Connor Group News Updates
# Get the latest news and updates

# Stay up on the latest  breakthroughs

Learn how Connor Group, our partners, and our clients are crushing barriers to growth.

[Let's Connect](https://www.connorgp.com/news#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6800352fa2cec6034d5961eb_2b0d24b38ba1d630b36dc33f0e41c2b2_CG-Breakthrough%20News.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c12a74a9af7c3e9f7d_cfe0cbfb46c663b3f24ac50879964768_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20-%20News.png)

## Follow Connor Group from summits to seminars to learn what’s new and relevant for your high-growth business.

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6a0dcaf6d54a545afb76030f_News%20Article%20Chronicles%20Banner%20Small.png)

April 20, 2026

#### Partner Tim Brandt shares why the best finance teams don't just report what happened

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/partner-tim-brandt-shares-why-the-best-finance-teams-dont-just-report-what-happened)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/691caf43a28760595597cfcc_News%20Article%20No%20Limits%20Banner%20Small.png)

November 7, 2025

#### Partner Vinod Sodhani shares how working at Connor Group fulfills his passion and purpose

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/partner-vinod-sodhani-shares-how-working-at-connor-group-fulfills-his-passion-and-purpose)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/690b79951172329a11cb69a3_News%20Article%20Banner%20Small%20-%20roof.png)

October 23, 2025

#### Automation & Analytics leader Lauren Bowe shares her personal and professional growth at Connor Group

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/partner-and-automation-analytics-leader-lauren-bowe-shares-how-her-time-at-connor-group-has-spurred-personal-and-professional-growth)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68ff922c7e509d37253d338c_News%20Article%20Banner%20Small%20-%20bAll%20park.png)

September 25, 2025

#### Learn how Partner Roxanne Brady gets to fuel her passion at Connor Group.

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/learn-how-partner-roxanne-brady-gets-to-fuel-her-passion-at-connor-group)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/691cadda415ca4b179ed54da_News%20Article%20Banner%20Small%20Brandon.png)

September 18, 2025

#### President Brandon Moreno shares why Connor Group’s “breakthrough” mindset resonates with him

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/president-brandon-moreno-shares-why-connor-groups-breakthrough-mindset-resonates-with-him)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68ff918bfb145e652de1097a_News%20Article%20Banner%20Small%20-escape.png)

September 18, 2025

#### Partner Jaron Chatterley shares what his move to Connor Group meant for his career

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/partner-jaron-chatterley-shares-what-his-move-to-connor-group-meant-for-his-career)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68ff8f3a05d39e90629db2c1_News%20Article%20Banner%20Small%20-%20ny.png)

August 19, 2025

#### Partner Michele Clarkson shares her experience working with great team members at Connor Group

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/partner-michele-clarkson-shares-her-experience-working-with-great-team-members-at-connor-group)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68629d1562b59e21a924407d_2025-Promo_CG%20Promo%20New%20Thumbnail%20800x450.png)

June 30, 2025

#### Announcing Connor Group's 2025 Promotions

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/announcing-2025-connor-group-promotions)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6806b3a9cc448d27e821c83c_2025%20IndustrySpotlight%20(1).png)

April 21, 2025

#### Connor Group Recognized by NetSuite as Winter 2025 Alliance Partner Spotlight Award Winner

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-winter-2025-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/667c6d95582a794595c49ebf_2024-_CG%20Promo%20New%20Thumbnail%20800x450.png)

July 1, 2024

#### Announcing the 2024 Connor Group Promotions

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/announcing-connor-groups-2024-promotions)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/667442ac7e728967d1c6bce9_Governance-Framework_Static_Banner-02.png)

June 20, 2024

#### Connor Group, Boomi, and a Cohort of Academic Researchers Collaborate to Deliver the First-Ever Enterprise Risk Framework for Generative AI

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-boomi-and-a-cohort-of-academic-researchers-collaborate-to-deliver-the-first-ever-enterprise-risk-framework-for-generative-ai)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/66706ae0ce04d25f44310530_CX%20Announcement%20Blog%20Header%20thumbnail.png)

June 18, 2024

#### Connor Group Launches New Affiliate Firm, CX, Specializing in Elite Finance and Accounting Talent

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-launches-new-affiliate-firm-cx-specializing-in-elite-finance-and-accounting-talent)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/663e6711ddacd47bdb8cdf1b_News-TMB-IPO-Market-Trends.jpg)

May 10, 2024

#### IPO Market Trends

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ipo-market-trends)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6604625eb13503870042eede_NewsTMB-Promote24.jpg)

April 1, 2024

#### Connor Group Announces New Partner Promotions

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-announces-new-partner-promotions)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65f1aae4853a88237f1f5ae0_News-TMB-Closers_Podcast.jpg)

March 11, 2024

#### The Power of Clean Data, Automation, and Collaboration

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/the-power-of-clean-data-automation-and-collaboration)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6553dd24cf028d93eda01a58_News-TMB-AICPA_CIMA-Conf23.jpg)

November 14, 2023

#### Connor Group Proudly Announces Sponsorship of the 2023 AICPA & CIMA Conference

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-proudly-announces-sponsorship-of-the-2023-aicpa-cima-conference)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/654a7509c0578be9af485cc1_NewsTMB-AiArticle-V4.jpg)

November 7, 2023

#### Exploring AI Technology Types

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/exploring-ai-technology-types)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/652fb44aac7c8c731c5c1ad8_NewsTMB-AiArticle-V3.jpg)

October 18, 2023

#### Current and Future AI Use-Cases for Finance and Accounting

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/current-and-future-ai-use-cases-for-finance-and-accounting)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/651eb42b1736987c2b90e0a6_NewsTMB-CG-Klarity.jpg)

October 5, 2023

#### Connor Group Announces Strategic Partnership with Klarity to Elevate Modern Accounting through AI and Practical Solutions

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-announces-strategic-partnership-with-klarity-to-elevate-modern-accounting-through-ai-and-practical-solutions)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/651c6046882fa7be83c3d824_NewsTMB-AiArticle-V2.jpg)

October 3, 2023

#### AI Perspective: A CFO’s framework for AI strategy

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-perspective-a-cfos-framework-for-ai-strategy)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/650c1c876c97ba4a78a02c51_NewsTMB-AiArticle.jpg)

September 21, 2023

#### AI Unleashed: A CFO’s Guide to Harnessing its Potential

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-unleashed-a-cfos-guide-to-harnessing-its-potential)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/64caa44d6b24b532451fbe89_News-TMB-CGSpot_Allysha.jpg)

August 3, 2023

#### Allysha Mateo credits preparation, self-motivation, and courage for her success at Connor Group and on the golf course

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/allysha-mateo-credits-preparation-self-motivation-and-courage-for-her-success-at-connor-group-and-on-the-golf-course)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/649ddb6760bd1abb2d6a3612_NewsTMB-23Promotions.jpg)

June 30, 2023

#### Announcing the 2023 Connor Group Promotions

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/announcing-the-2023-connor-group-promotions)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/64764334138c20e6d2ddb19a_NewsTMB-IMA23.jpg)

May 30, 2023

#### IMA Annual Global Conference '23

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ima-annual-global-conference-23)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6467dc053473569e12c29847_NewsTMB-IPOSummit-23.jpg)

May 19, 2023

#### Connor Group’s Life Sciences IPO Summit planned for June

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-groups-life-sciences-ipo-summit-planned-for-june)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/64501cb1885fae3941748ea7_News-TMB-SF02.jpg)

May 1, 2023

#### Announcing the Finance and Accounting Update Presented by Connor Group

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/announcing-the-finance-and-accounting-update-presented-by-connor-group)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/644946ef29a4d4e0e04c7b01_News-TMB-Netsuite23.jpg)

April 26, 2023

#### NetSuite recognizes Connor Group as Winter 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-recognizes-connor-group-as-winter-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/643ef874b299a13f22f576da_TMB-CG-Leapfin.jpg)

April 18, 2023

#### Connor Group is proud to announce a strategic partnership with Leapfin

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-is-proud-to-announce-a-strategic-partnership-with-leapfin)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640d1f6f5bc79e54e53edf4a_News-TMB.jpg)

January 27, 2023

#### 2023 Outlook from the JP Morgan Healthcare Conference – Insights from investors, entrepreneurs and stakeholders

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/2023-outlook-from-the-jp-morgan-healthcare-conference-insights-from-investors-entrepreneurs-and-stakeholders)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640d2171de1667903cf0e7d3_NewsTMB-NetgainPartnr.jpg)

January 11, 2023

#### Connor Group is now a Netgain implementation partner

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-is-now-a-netgain-implementation-partner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640d2489c486a0e1ca651cfe_NewsTMB-SuiteWorld22.jpg)

September 12, 2022

#### Connor Group Announces Exhibitor Sponsorship of SuiteWorld 2022

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-announces-exhibitor-sponsorship-of-suiteworld-2022)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640d268cd8afe072910d69ac_NewsTMB-Promote22.jpg)

July 1, 2022

#### Announcing the 2022 Connor Group Promotions

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/announcing-the-2022-connor-group-promotions)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640d294ec76d94373a7bca51_NewsTMB-WorkatoAward22.jpg)

April 19, 2022

#### Connor Group Wins TWO Awards at this year’s Workato Partner Award!

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-wins-two-awards-at-this-years-workato-partner-award)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640d2c0c0fa3db287d4b6137_NewsTMB-PercefCarbon.jpg)

April 12, 2022

#### Persefoni and Connor Group Partner to Support Financial Executives in Technology and High Growth Sector with Carbon Disclosures

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/persefoni-and-connor-group-partner-to-support-financial-executives-in-technology-and-high-growth-sector-with-carbon-disclosures)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63ffdda1dcb695609ae0c104_Connor%20Group%20joins%20ACS%20for%20Their%20Annual%20Revenue%20Recognition%20Update.jpg)

March 21, 2022

#### Connor Group joins ACS for Their Annual Revenue Recognition Update

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-joins-acs-for-their-annual-revenue-recognition-update)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640d2db9223399b9c8a1d749_NewsTMB-NYSE22.jpg)

March 4, 2022

#### Connor Group and NYSE Proudly Present the 2022 IPO Summit

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-and-nyse-proudly-present-the-2022-ipo-summit)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640e17ca3d2f14bd016bb7ea_NewsTMB-RingBell.jpg)

November 18, 2021

#### Achieving your IPO at Lightning Speed – Connor Group & NetSuite’s New Business Guide

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/achieving-your-ipo-at-lightning-speed-connor-group-netsuites-new-business-guide)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640e1a07465761662e24ba45_NewsTMB-FinModern.jpg)

October 21, 2021

#### Finance Modernization Report Released at SuiteWorld ‘21

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/finance-modernization-report-released-at-suiteworld-21)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640e1ca62170fdd748f4fac0_NewsTMB-APACVirtual.jpg)

September 24, 2021

#### Connor Group to Speak at SPAC Asia Summit Virtual Conference

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-to-speak-at-spac-asia-summit-virtual-conference)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640e22966a5e3d2ba4b0b667_NewsTMB-SnagJob.jpg)

August 30, 2021

#### Exploring the Competitive Advantages of a Successfully Implemented ERP with Connor Group and Snagajob

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/exploring-the-competitive-advantages-of-a-successfully-implemented-erp-with-connor-group-and-snagajob)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640e24c8ee79877788b70a9f_NewsTMB-ASC842CPE.jpg)

August 9, 2021

#### Connor Group Presents Back to Basics for ASC 842 Implementation CPE Webinar Series

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-presents-back-to-basics-for-asc-842-implementation-cpe-webinar-series)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/66ba6130df4dcdc0dcb458f0_News%20Post%202024-02.png)

#### Connor Group to present Building the Data Bridge with Workato at Automate 2024

[Read More\\
![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-to-present-building-the-data-bridge-with-workato-at-automate-2024)

## We deliver  breakthroughs

[Let's Connect](https://www.connorgp.com/news#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680036ca0b7a92b0a11590db_16775e342bdac51fde9cdee332b72f55_CG-Breakthrough%20Pre%20Footer.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c227636e168ca78890_263119e18538711da43305c3cee575de_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20%E2%80%93%20PreFooter.png)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## AI and Automation Solutions
AI & Advanced Automation

# Breakthrough to AI and automation impact

Comprehensive AI and advanced automation solutions for ambitious companies

[Let's Connect](https://www.connorgp.com/solutions/ai-advanced-automation#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6800352eef0db8e78d2fe81c_47d84b0718ed3a9f21c07260d04728ce_CG-Breakthrough%20Digital.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c17f8d38a06ddee41f_6a0c1b4c2b88a6c8741416f45e74a877_CG-Breakthrough%20%20%E2%80%93%20Big%20Mobile%20%E2%80%93%20DIGITAL.png)

## Practical AI and automation that deliver results

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

### AI Readiness and Adoption

- AI readiness assessment and roadmap
- AI education and training
- Practical use case application
- Technology evaluation
- Agentic flow implementation (pilot, optimization)

### Strategy and Design

- Technology landscape assessment and roadmap
- Future state technology design with a focus on process and controls
- Project management including prioritization (bridge between functional and technical stakeholders)

### Data Architecture

- Data warehousing for finance and operations metrics
- Data cleansing and migration
- Data governance and security
- Automated data reconciliations

### Technology Implementation

End-to-end system integrations
Custom workflow and process automation
Post go-live maintenance and ongoing support

### Analytics and Reporting

- KPI definitions and application (industry best practice)
- Real-time enhanced dashboarding and enhanced metrics
- Generate data-driven insights enabling actions

## Re-imagine automation: tech, data, and processes optimized and orchestrated

## Learn how to optimize AI and Automation from the experts

Signature Connor Group AI and Automation events not to miss

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f02076c6dc47046a17753f_SF%20icon%20IPO.png)

CG Converge

May 7, 2026

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cb3cd78c528ef4a4017b8_22fdd88520a0b6e4019fa0d1eadfe284_Oracle-Netsuite.svg)

#

1

Implementation partner for High Tech Companies

[Request Invite](https://p.connorgp.com/l/795853/2026-03-23/385kmj)

## What our clients are saying

### **Janine Korovesis**

##### VP Controller

_"OpenAI was changing fast, but I knew I didn't want to prematurely grow a really big internal team. I needed our financials to be sound and reliable, and something that I could speak with confidence about. So it was a no-brainer. Connor Group came in. Then they helped me set up an ERP within 90 days. I was very realistic about what I knew Connor Group could do for me—in short order—versus what I could do for myself."_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68936dbb1e41216dd8f4f320_open-ai-logo-400x250.png)

### **Greg Ray**

##### Head of Business Systems

_“Connor Group has been a trusted partner of HubSpot over the years, most recently conducting a thorough health check and Opportunity to Cash (O2C) assessment to help us optimize for growth. They were able to easily understand our proprietary systems, identify growth inhibitors and distill improvements into actionable steps. Thanks to their insights, we've finalized build vs. buy decisions and aligned development priorities to better serve our customers. Connor Group isn’t just a consultant—they’re a true growth accelerator, enabling our vision of creating a world-class buying and billing experience."_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68936fd87c00cd340742b698_HubSpot_Logo-400x250.png)

### **Jessica Wijesekera**

##### Senior Vice President of Global Accounting

_"We’ve kept our Connor Group colleagues on board because they’ve given our team access to resources, finding the right answers five times faster; we even expanded their services into system implementations because they help us move more quickly."_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161b0d4630ab0a1f81e4b_vytalize.png)

### **Lily Fetterer**

##### Former Internal Audit Manager

_“Connor Group came to us when we were in a very dire situation. We were getting ready to execute our UAT in a few days and we did not have proper validation of the data that was being migrated. Connor Group jumped in and immediately made an impact; helping the teams with their data validation and explaining the process and the documentation required, so it was clear to follow."_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/641076e1b73a86504100e867_invitae.jpg)

![Left Arrow Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de8285a306552a63f93a_Left%20Arrow.svg)

![Right Arrow Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de823f9feb53ac05f413_Right%20Arrow.svg)

## Some clients we've helped break through

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa14455d21c7eb726d_Duolingo_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7264a41aebd763634_Navan%2C_Inc._Logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c676c5f2949f249665_DoorDash-logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c5af2c7bd241121eb2_Bumble-Logo-2018.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaaff0330928b645730_Seatgeek_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f643646dc967ab32d5c69c_Clear_logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7969d20b0e4942b60_Zwift.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f689dee45ab6feecebe8ca_phpNgJfyb.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c5f3523b37acca4578_Dibs.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c741aa23ab13c800b6_6ff3ac51f6888f39cbde2ea3d5dca653_Oakland_A%27s_logo.svg.png)

## Break through the AI noise

MIT reports that 95% of AI implementations fail. 84% of CFOs intend to implement but haven’t yet.\* We help our clients succeed by finding AI's practical potential where they get valuable results and a strong ROI.

## Connor Group implements AI success

### AI Readiness  Assessment

(tech, data, and process audits)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f562a3e72bf6e2555ddeb3_AIReadiness.svg)

### Practical Use of  AI and Agents

(pilots, deployment, optimization)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f563fbf785b6c04a16416e_Hammer.svg)

### AI Governance Framework

(roles, metrics, controls)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f56407e733da970a95de9b_Governance.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

## Case Study

![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ec195559cee61cede9e5e3_Workiva%202.svg)

A global leader in pharmaceutical biotech research

#### Background

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

‍

#### Solution

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

‍

#### Results

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

‍

#### Testimonial

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

100%

##### Lorem ipsum dolor sit amet consectetur elit sed do tempor incididunt ut labore

![Globe Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeb5c6b0d76ae8bb6e3d58_Globe.svg)

##### Lorem ipsum dolor sit amet consectetur elit sed do tempor incididunt ut labore

![Pie Chart Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeb5d3897c52f43e505ce5_PieChart.svg)

##### Lorem ipsum dolor sit amet consectetur elit sed do tempor incididunt ut labore

## High-return, low-risk AI use cases

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68002d915ba1612770e2fca9_Ball.png)

### PO and vendor invoice processing

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68002d915ba1612770e2fca9_Ball.png)

### Accruals

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68002d915ba1612770e2fca9_Ball.png)

### Customer order management

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68002d915ba1612770e2fca9_Ball.png)

### Flux analysis

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68002d915ba1612770e2fca9_Ball.png)

### Research and memo writing

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68002d915ba1612770e2fca9_Ball.png)

### Dynamic chat and automation monitoring

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68daf8a00c785af44ed4e282_Data%20(1).png)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

## Redefining what’s possible in finance, operations, and HCM

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bc3b232752361b309a_AI_1.svg)

### Effective AI adoption with results,  not buzzwords

At Connor Group, we create a clear understanding of how we will deliver real value using AI. Count on us to answer all your questions, including some you may not ask.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bce06d4f150c020eb3_AI_2.svg)

### All-in-one technology, data,  and finance expertise

Our rare combination of finance and accounting subject matter expertise and deep tech knowledge creates effective solutions and launches without surprises.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bcf5e27294ee0881a7_AI_3.svg)

### Advanced automation for full utilization  ‍of your tech stack

We help you leverage the full power of your existing tech stack, all your data, and a single dashboard using AI and optimized, reimagined processes.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bc98677c628c1e0d91_AI_4.svg)

### World-class communication  and project management

If you’re worried that technology projects lead to scope creep, then working with Connor Group will be a pleasant surprise.

## Practical resources for AI and automation

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67b640045c1277b18da995c4_H2-Survey-2025_WebGraphic.png)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

AI & Advanced Automation

### Building Momentum: The State of AI in Finance and Accounting

Connor Group’s latest AI Adoption Survey

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67b6402b897bfe3dd6e47fff_CG-H2-Survey-2025.pdf)

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69949227d35692765f9bf1f0_Gen%20ai%202-Cropped.png)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

AI & Advanced Automation

### Generative AI Governance Framework 2.0

This is a powerful guide, designed to support responsible and controlled AI implementation

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69949137c0683c8e2775d86a_d0c7908454a742a861dd6e9296a2ac66_GenAI%20Governance%20Framework%202.0.pdf)

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f560d3504a85f461186419_68964cea7b18b352781c9c2a_Bnnr_Breakthrough_Work-Episode-2-800x400.webp)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

AI & Advanced Automation

### **How things really work at OpenAI (from their VP of Finance)**

This episode of Breakthrough Work features Janine Korovesis, VP of Finance at OpenAI,

[Listen Now](https://podcasts.apple.com/us/podcast/how-things-really-work-at-openai-from-their-vp-of-finance/id1821781529?i=1000718567081)

## AI & Advanced Automation leaders

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/642dc3116368425b84833d32_Lauren_Bowe.jpg)

### Lauren Bowe

Partner \| Automation & Analytics Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640a5b8cdaa49c680265eedc_Roxanne%20Brady.jpg)

### Roxanne Brady

Partner \| National Digital Solutions Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640a5b8cdfdea34407cdf40b_Markham%20Bennett.jpg)

### Markham Bennett

Partner \| National Market Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

[Let's Connect](https://www.connorgp.com/solutions/ai-advanced-automation#)

reCAPTCHA

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

## Transformation & Risk Solutions
Transformation & Risk

# Breakthroughs that prevent breakdowns

We protect and future-proof ambitious companies with practical transformation and risk management solutions.

[Let's Connect](https://www.connorgp.com/solutions/transformation-risk#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6800352f682cb7a4eb59a08d_85287ce5414500721182c8a4c15e79c2_CG-Breakthrough%20Transformation%20and%20risk.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c22a74a9af7c3e9fa8_e9b62fdeb6d865352357a0232b430836_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20-%20Transformation%20and%20risk.png)

## Solutions to modernize risk and compliance for scalable growth

### Internal Audit and Risk Management

Enterprise risk management (ERM)
Cybersecurity risk assessment
Internal Audit strategy and set-up
Internal Audit project execution
Fraud risk assessments

### Internal Controls and SOX Compliance

Internal controls assessment (pre- and post-IPO)
Year-1 implementation of SOX
Ongoing SOX program management and execution
SOX program optimization
SOX 302/906 certification process design and deployment
ITGC compliance, including homegrown technologies
SOC1 and SOC2 readiness

### Governance, Risk, and Compliance (GRC) Automation

SOX and controls automation (Workiva, AuditBoard, FloQast)
Access management, ITGC, and segregation of duties (FastPath)
Application controls optimization (NetSuite, Workday, Coupa, Salesforce)
Controls and compliance process automation

### SEC Climate Reporting Adoption

- Climate reporting readiness assessment
- Governance framework establishment
- Climate reporting requirements implementation
- Climate reporting tool (Persefoni) implementation

## What our clients are saying

### **9-figure DTC Leader**

##### CTO

_"Connor Group provided exceptional support which was crucial to the successful conclusion of our material weakness remediation. Working within a compressed timeline, their expertise and guidance were instrumental in achieving full remediation—a truly remarkable accomplishment.”_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69a1c3e43b870f25afa830c0_4a3f27bb08db469b0d204b12d7d8e6aa_Generic%20logo.png)

### **Georg Nalbant**

##### Director, Finance Excellence

_"We engaged with Connor Group at a critical juncture, facing challenges in our Internal Controls over Financial Reporting. Their support to our team was nothing short of exceptional. They had the capability and agility to step in seamlessly and with unwavering commitment. Thanks to this strong collaboration, we have a robust and effective ICFR framework that provides a solid foundation for ongoing compliance and control. I’m genuinely grateful for their partnership and incredible value. We continue working with Connor Group to support planned changes in our ERP environment.”_

![Company Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/689370d8810d1c17cc85e51f_Valneva_Logo-400x250.png)

![Left Arrow Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de8285a306552a63f93a_Left%20Arrow.svg)

![Right Arrow Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de823f9feb53ac05f413_Right%20Arrow.svg)

## Some clients we've helped break through

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161b0ff6e3d490335311c_Twist_landscape_9cm.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cace744ffd068e698ea93_fubotv.jpg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7491b1fbdd04225f7_Noom-Logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c6946141674587a789_Intapp.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161b0b8920656d7b21b85_Valneva_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7a9f6192afdb42ed1_warby-parker-1.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161b089fc668c18f14100_structure_logo-black.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c50abd6e9316c79bee_BlueTriton-Brands.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daa92ffa86a7325266c4_Coupa.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c570aab0d8b60906b7_7252d6e27c173ce6d5747095e4987229_Brilliant_Earth_logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c6e947fdefe9dc8ed7_Doral_Logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c74aeb4d23c7c10057_zurabio-logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c777f9de7fbefbd82b_LB%20Pharmaceuticals.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c5626c6b7745e8c2f0_betterment-logo-vector-2023.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c730b02198c3c0f688_Spring%20Health.png)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

## We’re proven leaders who transform risk into business value

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bcd0cdc0f8bf798ad0_TR_1.svg)

### Direct partner involvement  and unmatched expertise

Our partners work our projects, with expertise in internal audit, enterprise risk management, finance transformation, and SOX.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bc9a3d114e7535f4d7_TR_2.svg)

### Extensive ERP and homegrown  technology experience

We're an award-winning partner with top financial technology applications; expert in homegrown application controls.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bcb82fb75b0cab8acd_TR_3.svg)

### Broad, high-growth  industry expertise

We support public, PE, and private companies in tech, healthcare and life sciences, services, consumer products, and many others.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f577bcf887e78f3cd8a663_TR_4.svg)

### US, global, and  multi-national capabilities

We're skilled in US and global work with deep expertise in complex multi-national projects, including language and culture fluency.

## Do you know where you stand and what’s next?

Stages and real-world solutions for transformation and risk maturity

## Case Study

![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ec195559cee61cede9e5e3_Workiva%202.svg)

A global leader in pharmaceutical biotech research

#### Background

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

‍

#### Solution

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

‍

#### Results

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

‍

#### Testimonial

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

100%

##### Lorem ipsum dolor sit amet consectetur elit sed do tempor incididunt ut labore

![Globe Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeb5c6b0d76ae8bb6e3d58_Globe.svg)

##### Lorem ipsum dolor sit amet consectetur elit sed do tempor incididunt ut labore

![Pie Chart Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeb5d3897c52f43e505ce5_PieChart.svg)

##### Lorem ipsum dolor sit amet consectetur elit sed do tempor incididunt ut labore

![Laptop Dashboard](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e6cb339bcb0685d367ddd9_GRFX%20Dashboard%20Laptop.png)

## The best results start with the best partners

We focus on best-in-breed and cutting-edge cloud technologies with a world-class team of accountants who know and love technology.

[![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cb17790971b14d50061fb_Oracle-Netsuite.jpg)](https://www.netsuite.com/portal/home.shtml)

[![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640f56faf7bbac9402ef99bf_Auditboard.jpg)](https://go.auditboard.com/)

[![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640dea28760bf378888b89f0_Workiva.jpg)](https://www.workiva.com/)

[![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640de9fc561700c0cae7287c_Fastpath.jpg)](https://www.gofastpath.com/)

[![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640dea19791fc75d9b4299a8_Persefoni.jpg)](https://persefoni.com/)

[![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cb1a9db7cbc0fd4edc72a_Workato.jpg)](https://www.workato.com/)

[![Alliance Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640de9cc31731606709998e2_Blackline.jpg)](https://www.blackline.com/)

[Our Alliances](https://www.connorgp.com/alliances)

## Insights from the cutting edge of modern finance

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cdc825617002954d63ebf_TMB-GrowControl.jpg)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

Transformation & Risk

### Grow. Control. Optimize.

Control and Compliance for High-Growth Companies

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/64e50be80ac6834124242a84_BusinessGuide-Grow_Control_Optimize.pdf)

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f585cb456c17720f6306bd_68e7cb9befc370109f06698e_SOX-404-Business-Guide-Cropped.avif)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

Transformation & Risk

### SOX 404(a) to 404(b)

Moving from SOX 404(a) to 404(b) can be challenging. Know the obstacles, and the actionable steps to ensure smooth and successful adoption.

[Download Now](https://bit.ly/3VMYAtW)

![Collateral Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f5862435db97712abba004_68e7ca125e164e3450266d0c_Headcount-Business-Guid-Business-Guide-Cropped.png)

![Document Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63ffd268d94a8568a9d32e23_f12b48d58f4ed5b5559f9ec91b139520_Document.svg)

Transformation & Risk

### How Many Employees  Do You Really Need?

Read about the essential data points and frameworks you need to determine your optimal finance team size.

[Download Now](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/65006068193bde0f100877fc_BusinessGuide-Elevate.pdf)

## Transformation & Risk leaders

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68115022d1fcec06ec28f751_681015b0527c463496e09b4d_6607191bbe6967948eba215c_ProPic-Puneet_Ishpujani.jpeg)

### Puneet Ishpujani

Partner \| Transformation & Risk Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

![Profile Pic](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/642dd12dbf6f71b67d41fabd_Jim_Neesen.jpg)

### Jim Neesen

Managing Partner \| National Market Leader

[![Email Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63eeaf2f18b4fe9b0919e576_Email.svg)\\
\\
Connect with Blake](mailto:info@connorgp.com?subject=FAO%20Blake%20Collins)

[Let's Connect](https://www.connorgp.com/solutions/transformation-risk#)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Connor Group Locations
# Breaking through everywhere

We’re helping clients shatter the status quo across the US and beyond.

[Let's Connect](https://www.connorgp.com/locations#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6800352e3a82336c2b1d446c_0c3820a6fe9d4286849b83d696414be6_CG-Breakthrough%20Locations.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c19d4b2083aa05beff_ff0849875562f792b7696a32dd8c822f_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20-%20Locations.png)

## Connor Group locations

Offices in key US growth markets, remote employees nationwide

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d5824da7d63d4a9f0547bc_27e55f4b6c7ed9bde4b6051590d81653_Map.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/670e5fd3900da0519316bb2d_45427398975f776664742cf7bdb06fe4_East.svg)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/64dbd7478747dd0747475fd1_GRFX-LocationMap-NWest-V2.svg)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/64ecd07570dfcc4122dcbcbc_GRFX-LocationMap-SWest-V2.svg)

## Solutions customized forambitious companies

[**AI & Advanced Automation**](https://www.connorgp.com/solutions/ai-advanced-automation) [**Financial Close & Reporting**](https://www.connorgp.com/solutions/financial-close) [**Technology Implementation**](https://www.connorgp.com/solutions/technology-implementation) [**Transformation & Risk**](https://www.connorgp.com/solutions/transformation-risk) [**Accounting Advisory**](https://www.connorgp.com/solutions/accounting-advisory) [**M&A Transaction Services**](https://www.connorgp.com/solutions/mergers-acquisitions) [**IPO Services**](https://www.connorgp.com/solutions/ipo-services)

## We deliver  breakthroughs

[Let's Connect](https://www.connorgp.com/locations#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680036ca0b7a92b0a11590db_16775e342bdac51fde9cdee332b72f55_CG-Breakthrough%20Pre%20Footer.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c227636e168ca78890_263119e18538711da43305c3cee575de_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20%E2%80%93%20PreFooter.png)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Finance Resources
# Thought leadership from the front lines of modern finance

# Sharing the power of breakthrough ideas

Tap our library of business guides, webinars, podcasts, and articles to stay on the leading edge

[Let's Connect](https://www.connorgp.com/resources#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6800352f5c43b5bd4af31811_1bb100dba0e1a33716e6ec795b2e5a7f_CG-Breakthrough%20Resources.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c11788182547216edf_7370961318bc7db6252ca96e838cdc2f_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20-%20Resources.png)

## Tap into our library of informative and engaging webinars, whitepapers, articles, and executive guides to keep you on the leading edge.

[All](https://www.connorgp.com/resources#w-tabs-0-data-w-pane-0) [IPO Services](https://www.connorgp.com/resources#w-tabs-0-data-w-pane-1) [Digital Solutions](https://www.connorgp.com/resources#w-tabs-0-data-w-pane-2) [Accounting Advisory](https://www.connorgp.com/resources#w-tabs-0-data-w-pane-3) [Financial Close & Reporting](https://www.connorgp.com/resources#w-tabs-0-data-w-pane-4) [Transformation & Risk](https://www.connorgp.com/resources#w-tabs-0-data-w-pane-5) [Mergers & Acquisitions](https://www.connorgp.com/resources#w-tabs-0-data-w-pane-6)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6a048850e79037d987945d4a_Bnnr_Breakthrough_Work-Episode-10-800x400%20v2.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68712843b2f26659eeb0ce43_Podacst%20Icon.png)

PODCAST

### The AI mandate for finance leaders (from Chewy's CAO)

Will Billings, Chief Accounting Officer and Treasurer at Chewy, on his journey from Big Four audit to leadership roles at GE, Airbnb, Global Foundries, and beyond. Will shares hard-won lessons on scaling global finance teams, leading through the pandemic, pursuing public company board service, earning an MBA mid-career, and why AI is elevation, not elimination.

[LISTEN NOW](https://podcasts.apple.com/us/podcast/the-ai-mandate-for-finance-leaders-from-chewys-cao/id1821781529?i=1000767523964)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69fcdd33a21f442836af95a6_CFO%20Reality%20Check-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### The CFO’s Reality Check on AI In SOX: What’s Working Today and What to Pilot Next

CFOs at high-growth companies are caught between vendor promises of "autonomous compliance" and the reality of what AI can actually deliver in SOX environments today. This Connor Group perspective cuts through the hype to provide a practical roadmap for finance leaders navigating rising audit expectations with leaner teams and increasingly complex systems. This guide addresses a fundamental challenge: SOX's non-prescriptive, judgment-based nature makes it inherently resistant to plug-and-play AI solutions. Unlike rules-based compliance frameworks, SOX requires deep contextual understanding of how controls actually operate—knowledge that today's AI tools simply don't possess.

[Download](https://p.connorgp.com/l/795853/2026-05-07/388phq)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69f3a0a1cc3af005d392c518_Understanding%20ASU%20Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Understanding ASU 2024-03: Why Public Companies Need to Prepare for Expense Disaggregation Now

A fundamental shift in financial reporting will reshape how companies present their performance to the world. The FASB has issued (ASU) 2024-03, a new standard focused on the Disaggregation of Income Statement Expenses (DISE). The complexity of reconfiguring data capture and reporting systems means that proactive planning is essential to avoid costly disruptions and compliance failures down the line. In this detailed analysis, we unpack exactly what the new standard requires and provide a strategic guide to navigate the transition smoothly.

[Download](https://p.connorgp.com/l/795853/2026-04-30/3885gj)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69d55a3f644183b2c800346f_Bnnr_Breakthrough_Work-Episode-9-800x400.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68712843b2f26659eeb0ce43_Podacst%20Icon.png)

PODCAST

### Wrecked and rebuilt: how million-dollar experiences shaped an AI-first finance team (with 1Password CFO Greg Henry)

CFO Greg Henry of 1Password reflects on his career journey from the Big Four to leading companies through IPOs, sharing lessons from what he calls "million-dollar experiences you would never sign up for." Greg discusses navigating major crises including an FDA shutdown at GE Healthcare and near-catastrophic setbacks at Couchbase that made him fear he had "wrecked the company," before ultimately leading the database company through a successful public offering. He explores modern CFO leadership challenges, the power of mentorship in building "CFO factories," and how his team leverages AI through innovative hackathons to stay competitive in today's fast-paced business environment.

[LISTEN NOW](https://podcasts.apple.com/us/podcast/wrecked-and-rebuilt-how-million-dollar-experiences/id1821781529?i=1000760183686)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/699490c8ead11ad9535611aa_Gen%20ai%202-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/66744c157c7d76875b739038_Gov%20Framework%20Icon.png)

Governance Framework

### Generative AI Governance Framework 2.0

GenAI Governance Framework 2.0 addresses the unique challenges posed by GenAI, which creates entirely new information and introduces novel risks. The framework serves as an up-to-date practical guide for leaders seeking to confidently implement AI technology while maintaining responsible governance and risk management practices across all types of organizations.

[Download](https://p.connorgp.com/l/795853/2026-04-06/386bf9)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/698cf6b7e65d4054f2cb3a8a_Bnnr_Breakthrough_Work-Episode-8-800x400.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68712843b2f26659eeb0ce43_Podacst%20Icon.png)

PODCAST

### Larry Fitzgerald Jr. and Kelvin Beachum: NFL Greatness to Lasting Legacy (Investing, Philanthropy, Board Leadership)

NFL Hall of Famer Larry Fitzgerald Jr. and 14-year NFL veteran Kelvin Beachum join Ravi Kumar to unpack what it takes to build elite performance–and successfully transition from the field to leadership and investing success. From discipline under pressure to humility in growth, they share lessons learned through elite competition that now guide their impact in business and philanthropy.

[LISTEN NOW](https://podcasts.apple.com/us/podcast/larry-fitzgerald-jr-and-kelvin-beachum-nfl-greatness/id1821781529?i=1000749333794)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68f79262cf41725cf5aff3f3_IPO-Readiness-IC-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### From Private to Public: The IPO Readiness Guide 2026

A successful IPO is a fundamental shift in a company's operations, culture, and accountability. The most critical factor for sustained success is the groundwork done before the offering.
The guide is a proactive, strategic plan to prepare your entire organization for the demands of the public markets. It helps companies anticipate common challenges, build investor confidence, and create an internal structure capable of long-term high performance.

[Download](https://connorgroupstaticweb.z5.web.core.windows.net/IPO%20Readiness%20Guide%202026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/697a2b408c125e59eeb72743_Bnnr_Breakthrough_Work-Episode-7-800x400.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68712843b2f26659eeb0ce43_Podacst%20Icon.png)

PODCAST

### High-tech crime prevention, Yahoo and SurveyMonkey (Finance wisdom from a CAO)

Public safety technology leader Dharti Patel, Chief Accounting Officer at Flock Safety, reflects on her career across Silicon Valley's high-growth companies, including SurveyMonkey and Yahoo, and shares her personal connection to Flock Safety's mission of making communities safer. She discusses lessons in leadership and teamwork, and how aligning work with purpose can lead to both organizational impact and personal fulfillment.

[LISTEN NOW](https://podcasts.apple.com/us/podcast/high-tech-crime-prevention-yahoo-and-surveymonkey/id1821781529?i=1000746947886)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69398dac3bf702b03973285f_IPO-Readiness-Overview-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### From Private to Public: The IPO Readiness Series - IPO Overview

An Initial Public Offering (IPO) marks a company's pivotal transition from private to public ownership, providing access to capital markets and enhanced brand visibility. It is an intricate and demanding process requiring meticulous preparation and a strategy built on transparency and discipline. Long-term success depends on thorough readiness preparation.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69398ce5dc5d3d58fca49bc1_Business%20Guide-IPO-Readiness-IPO-Overview-Final.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/693065bcd600b065fc96f406_Bnnr_Breakthrough_Work-Episode-6-800x400.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68712843b2f26659eeb0ce43_Podacst%20Icon.png)

PODCAST

### A CEO in "Permanent Beta" (how Lauren Maillian made Reid Hoffman's advice her mantra)

Entrepreneur and investor Lauren Maillian opens up about her early ambitions, personal challenges and the pivotal moments that shaped her 20-year career across wine, venture capital, tech, media and board leadership.

[LISTEN NOW](https://podcasts.apple.com/us/podcast/a-ceo-in-permanent-beta-how-lauren-maillian-made/id1821781529?i=1000739329861)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68f8fdf435aefbc4071bc48c_Bnnr_Breakthrough_Work-Episode-5-800x400.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68712843b2f26659eeb0ce43_Podacst%20Icon.png)

PODCAST

### How detours, a diagnosis, and improv classes led to the C-suite (from a Silicon Valley CFO)

Silicon Valley CFO Shannon Nash reveals how leaving her comfortable East Coast life, caring for her autistic son, and an unexpected phone call from Debbie Allen transformed her into a powerhouse executive who teaches finance teams to say "yes, and" instead of "no, you can't." She and Ravi also discuss the evolving landscape of the CPA profession, the importance of soft skills in finance leadership, and why giving yourself grace is essential for long-term success.

[LISTEN NOW](https://podcasts.apple.com/us/podcast/how-detours-a-diagnosis-and-improv-classes-led-to/id1821781529?i=1000732771275)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68f79262cf41725cf5aff3f3_IPO-Readiness-IC-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### From Private to Public: The IPO Readiness Series

Internal controls are often viewed in binary terms – either you have them, or you don’t. However, the reality is far more complex, with controls existing on a graduated scale of effectiveness and integration, particularly when looking ahead to the public markets.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f792138958e82b9e050137_IPO%20Readiness%20-%20Internal%20Controls%20-%20Connor%20Group%20Business%20Guide.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68e7cb9befc370109f06698e_SOX-404-Business-Guide-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### SOX 404(a) to 404(b) - Strategies for Compliance Success

Moving from SOX 404(a) to 404(b) can be challenging, but with a structured approach, companies can meet regulatory expectations while enhancing operational efficiency. Know the obstacles, and the actionable steps to ensure smooth and successful adoption.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68e7c995bfe7b48f07a012a2_BUISINESS-GUIDE-SOX_2025.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68e7ca125e164e3450266d0c_Headcount-Business-Guid-Business-Guide-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### How Many Employees Do You Really Need?

The right-sized finance team ensures smooth operations, accurate reporting, and strategic financial planning that drives business success. Read about the essential data points and frameworks you need to determine your optimal finance team size.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68e7c9bf333eeb7d6363e132_f3d3e71a7fb9ad82cbf449eb18e2f7ac_BUISINESS-GUIDE-Headcount_2025.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68dfefa9a393a03d6eac9d54_IPO-Readiness-ACC-Adv-Business-Guid-Business-Guide-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### From Private to Public: The IPO Readiness Series

Companies preparing for an IPO face intensified scrutiny, making proactive management of accounting complexities and technical details absolutely crucial. Failure to properly address these areas can force companies to withdraw their IPO entirely. To mitigate these significant risks, companies must conduct thorough technical analyses in six essential accounting areas before going public

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68dfef21d6cbbef50d29dbd8_Technical%20Accounting%20IPO%20Readiness.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68dd8421c30eb271a4a9b6b7_Bnnr_Breakthrough_Work-Episode-4-800x400.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68712843b2f26659eeb0ce43_Podacst%20Icon.png)

PODCAST

### Fast and furious at Uber to thriving in AI (a playbook from Scale AI's CAO)

In this episode, Scale AI CAO Josh Waldron shares about the chaotic world of finance in hypergrowth startups, how he weathered the storm by staying at Uber when others jumped ship—and how it propelled his career, the future of the AI industry, and more. This episode is a must-listen for finance professionals, tech enthusiasts, and anyone interested in the intersection of AI and business operations.

[LISTEN NOW](https://podcasts.apple.com/us/podcast/fast-and-furious-at-uber-to-thriving-in-ai-a/id1821781529?i=1000729460469)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68b1c67d327b4b078fd30d99_Bnnr_Breakthrough_Work-Episode-3-800x400.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68712843b2f26659eeb0ce43_Podacst%20Icon.png)

PODCAST

### How women’s sports finally broke through (from League One Volleyball’s CFO)

In this episode of Breakthrough Work, Mike Bufano, CFO and Youth Club President of League One Volleyball, takes listeners on an exhilarating journey through the thrilling world of sports business, the raw truths about conquering mental health challenges in high-stakes environments, and the unstoppable rise and bright future of women's sports.

[LISTEN NOW](https://podcasts.apple.com/us/podcast/how-womens-sports-finally-broke-through-from-league/id1821781529?i=1000723641065)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/689f3831ada0a64e4d3e256f_Vendor-Risk-Web-Graphic-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Mastering Vendor Risk

Outsourced processes don’t mean outsourced responsibility. Learn how to effectively manage third-party risks and ensure the integrity of your financial data.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/689f38648f74660f6d2d1f02_15e046e81292dbee70d732f7e2b221d0_BusinessGuide_ManagingVendorRisk.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68964cea7b18b352781c9c2a_Bnnr_Breakthrough_Work-Episode-2-800x400.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68712843b2f26659eeb0ce43_Podacst%20Icon.png)

PODCAST

### How things really work at OpenAI (from their VP of Finance)

In this episode of Breakthrough Work, Janine Korovesis, VP of Finance at OpenAI, shares insider stories and exclusive insights about the explosive growth at OpenAI since the launch of ChatGPT. Ravi and Janine discuss the world-changing innovation of ChatGPT—and how Janine built and scaled her finance team during the hyper-growth—as well as other tips for finance leaders who want to create their own breakthroughs.

[LISTEN NOW](https://podcasts.apple.com/us/podcast/how-things-really-work-at-openai-from-their-vp-of-finance/id1821781529?i=1000718567081)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/689383c67476377431474758_Rev-rec-cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Six Critical ASC 606 Misconceptions: Unravel Revenue Recognition Complexities and Reduce Risk

The intricacies of revenue recognition can be complex and confusing. One of the biggest challenges is understanding ASC 606. Let’s examine common misconceptions about revenue recognition, as well as the realities and strategies to mitigate potential issues.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/689383fe71a0ca70bda28d70_BusinessGuide-RevRec_v1.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/687126a6b6c4a2e445fd1ad2_Bnnr_Breakthrough_Work-Episode-800x400.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68712843b2f26659eeb0ce43_Podacst%20Icon.png)

PODCAST

### How to go from CFO to CEO (and actually change the world)

In this episode of Breakthrough Work, host Ravi Kumar is joined by Nusano CEO Chris Lowe to discuss Chris's impressive career journey from CFO to CEO, how Nusano is disrupting major industries forever, and much more.

[LISTEN NOW](https://podcasts.apple.com/us/podcast/how-to-go-from-cfo-to-ceo-and-actually-change-the-world/id1821781529?i=1000713684807))

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/67b641270de4a901e62e0ac5_H2-Survey-2025_WebGraphic.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Building Momentum: The State of AI in Finance and Accounting

In Connor Group’s latest AI Adoption Survey, we surveyed 146 professionals from various company sizes and industries, including 43 executive leaders, to understand how finance, accounting, IT, and compliance teams are leveraging (or not leveraging) AI to their advantage.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d94528c5569ed484c47544_H2-Survey-2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/679aabadec9fb1fe2111a519_Collateral-7-habits-cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### 7 Habits for a Successful Close

This article identifies seven essential habits that can significantly enhance your team’s close process. By incorporating these practices, you can transform your approach.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6852fec062626e34021d8796_CG-7-Habits-Sucessful-Close-2025-JUNE-16-v2.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/66cf8bc56bc7f259ee988930_Collateral-AboutCG-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### About Connor Group

Connor Group is a specialized professional services firm of Big 4 alumni and industry executives. We help financial executives with their most complex and significant matters.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67229c2cc7934b9bcd630c4c_About-Connor_Group-1024.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/66b4dbbdfb81d9d365767fb1_Collateral-AIinAction-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### AI in Action: How Companies Are Putting Artificial Intelligence to Work

In Connor Group’s AI Adoption Survey, we surveyed 110 professionals from various company sizes and industries, including 37 executive leaders, to understand how finance, accounting, IT, and compliance teams are leveraging (or not leveraging) AI to their advantage.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d946edc9130d46908384ea_WHITEPAPER-Ai-in-Action_2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/666081dc2318c1a85ae5dc6e_TMB-NAV_IPO_KPIGuide.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### A Guide to Public Market Key Performance Indicators (KPIs) for Finance Executives

In this guide, we’ll explore the essential steps in selecting, managing, and leveraging KPIs tailored to your company’s unique objectives, industry standards, and investor expectations.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d94b38ef10cce8e983f6fd_BusinessGuide-KPI_Pre-IPO-V4-2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/66290f3b9fe8cfd60f1ec76e_TMB-NAV_SEC_CyberSec.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Navigating SEC Cybersecurity Disclosure Rules for Financial Executives

As financial executives and CFOs, the importance of robust cybersecurity measures cannot be overstated. Learn more about safeguarding your organization’s
financial assets, intellectual assets, and reputation.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/682602c7402c0dc05a3c4310_BusinessGuide-NAV_SEC_CyberSec-2025.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/660c506849c4c66ec3cdd165_TMBW-StrongInternalCTRLs.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Public or Private Organization? Strong Internal Controls are Needed

In this webinar, Lee Berliner from Connor Group, Mike Lemus from DFIN, and Frank Vukovits from Fastpath highlight the most common areas where controls are needed to meet current or future compliancy needs.

[Watch Now](https://vimeo.com/929953557?share=copy)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65fb3512f47f3666b2fc6aac_TMB-AI_Revolution.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Getting Ready for the AI Revolution:

A Strategic Guide for Finance and IT Executives

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d94659958414b85ea44e32_BusinessGuide-AI_Revolution-2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65aa977f1c9849964ed7adbf_TMBW-Stmt-CashFlows.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Understanding the Ins and Outs of the Statement of Cash Flows

This webinar will explore the guidance in Topic ASC 230, Statement of Cash Flows, to ensure proper presentation of cash flow activities including a discussion on common issues financial statement prepares face when preparing the statement of cash flows.

[Watch Now](https://vimeo.com/904478925?share=copy)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656dd6666a69e79d133363fd_TMBW-PCAOB-FinState-Uplift.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### PCAOB Financial Statement Uplift Requirements

You have decided your financial statements will need to be audited under PCAOB standards. Not only will your auditors have more work to do, but your financial statements will require additional disclosures. Connor Group experts explore the best practices for preparing financial statements, including incremental disclosures that are needed for compliance with SEC standards.

[Watch Now](https://vimeo.com/manage/videos/889662652/privacy)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/64dbde3b322f9e014b163d93_TMB-NavWallSt.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Navigating Wall Street’s Metrics

Selecting the Right KPIs for Public Companies

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d948930012b8d5580c96ac_BusinessGuide-Nav_WallSt-V5-2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/64cac5bb762ea822c9684f3a_TMBW-IPO_SPAC-02.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### IPOs and SPACs - Part 2

Part two of this webinar series, explores the financial statement requirements when going public, how the filing requirement change based on the filing status, and the common accounting issues first-time filers face and how to avoid them.

[Watch Now](https://p.connorgp.com/l/795853/2023-08-02/35hbh1)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/64cac56d9a40e34890ba2eff_TMBW-IPO_SPAC-01.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### IPOs and SPACs - Part 1

Connor Group experts Russ Higgins, Laura Stephens, and Catherine Gilliam take you through the key differentiators between an IPO and SPAC, the elements of an IPO Journey, and what IPO readiness truly means.

[Watch Now](https://p.connorgp.com/l/795853/2023-08-02/35hbgm)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/64788cb5c114f34193bddd5e_TMBW-ASC326-AccCrdtLss-STR.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### ASC 326 – Accounting for Credit Losses on Short-Term Receivables

Connor Group experts delve into the basics of the ASC 326 standard, the different implementation methods, and the impact of adopting the standard.

[Watch Now](https://vimeo.com/832081419?share=copy)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/64624a1f55555fc66c9edcab_TMB-AutoAnalytics.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Automation & Analytics

Empowering Business for Finance and Operations Decisions

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/64624ac4f2f0d828b083bc82_BusinessGuide-Automation_Analytics.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69d951a1cd96c7f434782387_IPO-Quo%20Vadis-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Quo Vadis?

The Art of Forecasting

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d94d42edaeca8da355d517_BusinessGuide_QuoVadis-ArtofForecasting-2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/683a1f8e1c4379274b1736f3_Collateral-Elevate-cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Elevate Your Finance Team

How High-Growth Companies Leverage Leading Practices to Reach their Maximum Potential

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/683a1e820582121d7bd95241_BusinessGuide-Elevate-May-30-2025.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b541ffdd67b222fc27c3e_TMB-GrowControl.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Grow. Control. Optimize.

Control and Compliance for High-Growth Companies

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/682602c0e7f8031562ac3736_BusinessGuide-Grow_Control_Optimize-2025.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69d9509087e2a257fed70968_IPO-Exit-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Exit Advice

How Connor Group can Help Sell your Business

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d94d0508ec45c52c8e1d29_BusinessGuide_ExitAdvice-2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69d94f6b6dbefdcca2906133_IPO-Dilligence-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Diligence Insights

The Importance of Performing Financial Due Diligence on a Hockey Stick Growth Curve

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d94d88d19ab0e9da15b78d_BusinessGuide_DiligenceInsights-2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b52a5a3ea64a831aabf9e_TMB-ArtoftheClose.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### The A.R.T of the Close

Creating an accurate, reliable, and timely close for high-growth companies

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/683a1e9492497442f12ac10e_BusinessGuide-ART_ofthe_Close-V5-May-30-2025.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69d953cce79312d8e79fb6db_IPO-Digital%20Solutions-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Digital Solutions

Powering Technology Modernization for Finance and Operations

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d952b3520989bd1995179a_BusinessGuide_Digital_Solutions-2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b5000843c2a75beebd837_TMB-CvrtBridgNotes.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Convertible Bridge Notes

Technical Accounting in Simple Terms

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640b6affa2c59af6ed8ef545_BusinessGuide_23-Convertible_Bridge_Notes.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b4d8b9a5e4fb11ea7d8dc_TMBW-AcctEfc-Autom.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Creating Accounting Efficiencies with Automation: ASC 842 & ASC 606 as a Case Study

Our expert Dominick Kerr joins Trullion to explore the challenges teams face when accounting for complex transactions such as leases and revenue contracts.

[Watch Now](https://bit.ly/3fMrFpd)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b49e05c92c2e67e4a9e27_TMBW-IPO-Readiness.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Navigating IPO Readiness - Key Trends

Connor Group expert Jason Pikoos joins NetSuite's Lisa Robinson to cover the hot topics related to auditing, compliance, reporting, and third-party risk management considerations to get your company IPO-ready.

[Watch Now](https://vimeo.com/832091362?share=copy)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b498a489bad09a5611e09_TMBW-ASC-LeaseAcct.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### ASC Lease Accounting

Connor Group expert Blake Collins joins Becca Smith from NetGain to share the need-to-knows around ASC 842, including dates you should be aware of, common applications, and pitfalls to avoid.

[Watch Now](https://bit.ly/3vQywlU)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b493481d88573850292bf_TMBW-CarveOut-Divest-02.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### The Fundamentals of Carve-outs and Divestitures - Part 2

In part two of our Divestiture and Carve-Out series, our Connor Group experts take you through the fundamentals of post-transaction close accounting and reporting considerations.

[Watch Now](https://bit.ly/3Fbe5Wc)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b48b4489bad1c8260b57c_TMBW-CarveOut-Divest-01.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### The Fundamentals of Carve-outs and Divestitures - Part 1

In part two of our Carve-Out and Divestitures series, our Connor Group experts take you through the fundamentals of post-transaction close accounting and reporting considerations.

[Watch Now](https://bit.ly/3VxGlYv)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b48484c4b70538ff71288_TMBW-Carbon-Disclosure.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Carbon Accounting and Disclosure Webinar

Join Connor Group expert Corey Saunders and Persefoni’s EVP of Global Markets, Keith Denham to find out how carbon accounting compares and differs from financial accounting.

[Watch Now](https://bit.ly/3WvJclZ)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b471e9ba95bb69c11120d_TMBW-Colab-Agree.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Collaboration Agreements

Join our experts, as they explore the accounting considerations for collaboration agreements under ASC 606 and the requirements and determinations under ASC 808.

[Watch Now](https://bit.ly/3haDCoM)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b4662c3893974fed4b73c_TMBW-Elevate-Finance.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Elevate Your Finance Team

Join Connor Group expert David McGuire, to explore how to future-proof your organization by investing in the systems, processes, teams and controls you need to elevate your finance department.

[Watch Now](https://bit.ly/3gI77hE)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6410b238caa4406b1c5dc2db_TMBW-SEC-Climate.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### The SEC's Climate-Related Proposal

In this webinar, our experts provide an overview and update on the SEC’s proposed climate-related reporting and disclosure standards.

[Watch Now](https://bit.ly/3VMYAtW)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b453677518d0cd3d37b60_TMBW-GoodWill_Intang.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### The Fundamentals of Impairment Considerations for Goodwill & Other Intangible Assets

This webinar highlights the most complex areas of the guidance, the alternatives for private companies, what to consider if you plan to go public, and the best practices for performing evaluations.

[Watch Now](https://bit.ly/3CC6rTp)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6410b1636f887f942c6ecc0b_TMBW-StockCompAwards.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### The Fundamentals of Modifications of Stock based Compensation Awards

In this session, our experts will explore what constitutes a share-based modification, the most common types of modifications, the implication of frequent modifications, and detailed example scenarios to help illustrate the accounting process.

[Watch Now](https://bit.ly/3e81qIQ)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6410b06fdaca7f197886455a_TMBW-Fund-842-03.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### The Fundamentals of ASC 842 - Part 3

In part three of the ACS 842 Leasing webinar series, our experts explore subsequent lease measurement, modifications and re-measurement, and impairments and terminations.

[Watch Now](https://bit.ly/3e60MLw)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6410b0662f232cf2630e87cd_TMBW-Fund-842-02.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### The Fundamentals of ASC 842 - Part 2

In part two of the ACS 842 Leasing webinar series, our experts explore lease identification criteria, the types of lease classification, and the initial measurement considerations.

[Watch Now](https://bit.ly/3cE1243)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6410b05d2f232c3cc00e7950_TMBW-Fund-842-01.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### The Fundamentals of ASC 842 - Part 1

In session one of this three-part webinar series, our experts takes you through the fundamental pieces of ASC 842, what you need to know to ensure you are in compliance, and the key elements for continued success post-adoption.

[Watch Now](https://bit.ly/3wPwxPD)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b42ca35bc2d2c8e9195c8_TMBW-Back2B-606-03.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Back to Basics - ASC 606 Webinar Series - Part 3

In this final session our ASC 606 revenue recognition expert Jesse Fillerup explores the specifics of steps four and five in the ASC 606 framework.

[Watch Now](https://bit.ly/3qeC3Zw)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b428e3f6e40caaed472a1_TMBW-Back2B-606-02.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Back to Basics - ASC 606 Webinar Series - Part 2

In this session, our ASC 606 revenue recognition expert Jesse Fillerup takes you through the specifics of steps two and three in the ASC 606 framework.

[Watch Now](https://bit.ly/3FMytuX)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b421929baf0a624d642d2_TMBW-Back2B-606-01.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Back to Basics - ASC 606 Webinar Series - Part 1

In session one off this three-part webinar series, our expert Jesse Fillerup explores the background of ASC 606 and the overall five-step framework”

[Watch Now](https://bit.ly/3lyHTCh)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68f79262cf41725cf5aff3f3_IPO-Readiness-IC-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### From Private to Public: The IPO Readiness Guide 2026

A successful IPO is a fundamental shift in a company's operations, culture, and accountability. The most critical factor for sustained success is the groundwork done before the offering.
The guide is a proactive, strategic plan to prepare your entire organization for the demands of the public markets. It helps companies anticipate common challenges, build investor confidence, and create an internal structure capable of long-term high performance.

[Download](https://connorgroupstaticweb.z5.web.core.windows.net/IPO%20Readiness%20Guide%202026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69398dac3bf702b03973285f_IPO-Readiness-Overview-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### From Private to Public: The IPO Readiness Series - IPO Overview

An Initial Public Offering (IPO) marks a company's pivotal transition from private to public ownership, providing access to capital markets and enhanced brand visibility. It is an intricate and demanding process requiring meticulous preparation and a strategy built on transparency and discipline. Long-term success depends on thorough readiness preparation.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69398ce5dc5d3d58fca49bc1_Business%20Guide-IPO-Readiness-IPO-Overview-Final.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68f79262cf41725cf5aff3f3_IPO-Readiness-IC-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### From Private to Public: The IPO Readiness Series

Internal controls are often viewed in binary terms – either you have them, or you don’t. However, the reality is far more complex, with controls existing on a graduated scale of effectiveness and integration, particularly when looking ahead to the public markets.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f792138958e82b9e050137_IPO%20Readiness%20-%20Internal%20Controls%20-%20Connor%20Group%20Business%20Guide.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68dfefa9a393a03d6eac9d54_IPO-Readiness-ACC-Adv-Business-Guid-Business-Guide-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### From Private to Public: The IPO Readiness Series

Companies preparing for an IPO face intensified scrutiny, making proactive management of accounting complexities and technical details absolutely crucial. Failure to properly address these areas can force companies to withdraw their IPO entirely. To mitigate these significant risks, companies must conduct thorough technical analyses in six essential accounting areas before going public

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68dfef21d6cbbef50d29dbd8_Technical%20Accounting%20IPO%20Readiness.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/66cf8bc56bc7f259ee988930_Collateral-AboutCG-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### About Connor Group

Connor Group is a specialized professional services firm of Big 4 alumni and industry executives. We help financial executives with their most complex and significant matters.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67229c2cc7934b9bcd630c4c_About-Connor_Group-1024.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/666081dc2318c1a85ae5dc6e_TMB-NAV_IPO_KPIGuide.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### A Guide to Public Market Key Performance Indicators (KPIs) for Finance Executives

In this guide, we’ll explore the essential steps in selecting, managing, and leveraging KPIs tailored to your company’s unique objectives, industry standards, and investor expectations.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d94b38ef10cce8e983f6fd_BusinessGuide-KPI_Pre-IPO-V4-2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/64dbde3b322f9e014b163d93_TMB-NavWallSt.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Navigating Wall Street’s Metrics

Selecting the Right KPIs for Public Companies

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d948930012b8d5580c96ac_BusinessGuide-Nav_WallSt-V5-2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/64cac5bb762ea822c9684f3a_TMBW-IPO_SPAC-02.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### IPOs and SPACs - Part 2

Part two of this webinar series, explores the financial statement requirements when going public, how the filing requirement change based on the filing status, and the common accounting issues first-time filers face and how to avoid them.

[Watch Now](https://p.connorgp.com/l/795853/2023-08-02/35hbh1)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/64cac56d9a40e34890ba2eff_TMBW-IPO_SPAC-01.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### IPOs and SPACs - Part 1

Connor Group experts Russ Higgins, Laura Stephens, and Catherine Gilliam take you through the key differentiators between an IPO and SPAC, the elements of an IPO Journey, and what IPO readiness truly means.

[Watch Now](https://p.connorgp.com/l/795853/2023-08-02/35hbgm)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b49e05c92c2e67e4a9e27_TMBW-IPO-Readiness.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Navigating IPO Readiness - Key Trends

Connor Group expert Jason Pikoos joins NetSuite's Lisa Robinson to cover the hot topics related to auditing, compliance, reporting, and third-party risk management considerations to get your company IPO-ready.

[Watch Now](https://vimeo.com/832091362?share=copy)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69fcdd33a21f442836af95a6_CFO%20Reality%20Check-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### The CFO’s Reality Check on AI In SOX: What’s Working Today and What to Pilot Next

CFOs at high-growth companies are caught between vendor promises of "autonomous compliance" and the reality of what AI can actually deliver in SOX environments today. This Connor Group perspective cuts through the hype to provide a practical roadmap for finance leaders navigating rising audit expectations with leaner teams and increasingly complex systems. This guide addresses a fundamental challenge: SOX's non-prescriptive, judgment-based nature makes it inherently resistant to plug-and-play AI solutions. Unlike rules-based compliance frameworks, SOX requires deep contextual understanding of how controls actually operate—knowledge that today's AI tools simply don't possess.

[Download](https://p.connorgp.com/l/795853/2026-05-07/388phq)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/699490c8ead11ad9535611aa_Gen%20ai%202-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/66744c157c7d76875b739038_Gov%20Framework%20Icon.png)

Governance Framework

### Generative AI Governance Framework 2.0

GenAI Governance Framework 2.0 addresses the unique challenges posed by GenAI, which creates entirely new information and introduces novel risks. The framework serves as an up-to-date practical guide for leaders seeking to confidently implement AI technology while maintaining responsible governance and risk management practices across all types of organizations.

[Download](https://p.connorgp.com/l/795853/2026-04-06/386bf9)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/67b641270de4a901e62e0ac5_H2-Survey-2025_WebGraphic.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Building Momentum: The State of AI in Finance and Accounting

In Connor Group’s latest AI Adoption Survey, we surveyed 146 professionals from various company sizes and industries, including 43 executive leaders, to understand how finance, accounting, IT, and compliance teams are leveraging (or not leveraging) AI to their advantage.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d94528c5569ed484c47544_H2-Survey-2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/66cf8bc56bc7f259ee988930_Collateral-AboutCG-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### About Connor Group

Connor Group is a specialized professional services firm of Big 4 alumni and industry executives. We help financial executives with their most complex and significant matters.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67229c2cc7934b9bcd630c4c_About-Connor_Group-1024.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/66b4dbbdfb81d9d365767fb1_Collateral-AIinAction-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### AI in Action: How Companies Are Putting Artificial Intelligence to Work

In Connor Group’s AI Adoption Survey, we surveyed 110 professionals from various company sizes and industries, including 37 executive leaders, to understand how finance, accounting, IT, and compliance teams are leveraging (or not leveraging) AI to their advantage.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d946edc9130d46908384ea_WHITEPAPER-Ai-in-Action_2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65fb3512f47f3666b2fc6aac_TMB-AI_Revolution.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Getting Ready for the AI Revolution:

A Strategic Guide for Finance and IT Executives

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d94659958414b85ea44e32_BusinessGuide-AI_Revolution-2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/64624a1f55555fc66c9edcab_TMB-AutoAnalytics.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Automation & Analytics

Empowering Business for Finance and Operations Decisions

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/64624ac4f2f0d828b083bc82_BusinessGuide-Automation_Analytics.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69d953cce79312d8e79fb6db_IPO-Digital%20Solutions-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Digital Solutions

Powering Technology Modernization for Finance and Operations

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d952b3520989bd1995179a_BusinessGuide_Digital_Solutions-2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69f3a0a1cc3af005d392c518_Understanding%20ASU%20Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Understanding ASU 2024-03: Why Public Companies Need to Prepare for Expense Disaggregation Now

A fundamental shift in financial reporting will reshape how companies present their performance to the world. The FASB has issued (ASU) 2024-03, a new standard focused on the Disaggregation of Income Statement Expenses (DISE). The complexity of reconfiguring data capture and reporting systems means that proactive planning is essential to avoid costly disruptions and compliance failures down the line. In this detailed analysis, we unpack exactly what the new standard requires and provide a strategic guide to navigate the transition smoothly.

[Download](https://p.connorgp.com/l/795853/2026-04-30/3885gj)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/689383c67476377431474758_Rev-rec-cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Six Critical ASC 606 Misconceptions: Unravel Revenue Recognition Complexities and Reduce Risk

The intricacies of revenue recognition can be complex and confusing. One of the biggest challenges is understanding ASC 606. Let’s examine common misconceptions about revenue recognition, as well as the realities and strategies to mitigate potential issues.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/689383fe71a0ca70bda28d70_BusinessGuide-RevRec_v1.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/66cf8bc56bc7f259ee988930_Collateral-AboutCG-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### About Connor Group

Connor Group is a specialized professional services firm of Big 4 alumni and industry executives. We help financial executives with their most complex and significant matters.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67229c2cc7934b9bcd630c4c_About-Connor_Group-1024.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65aa977f1c9849964ed7adbf_TMBW-Stmt-CashFlows.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Understanding the Ins and Outs of the Statement of Cash Flows

This webinar will explore the guidance in Topic ASC 230, Statement of Cash Flows, to ensure proper presentation of cash flow activities including a discussion on common issues financial statement prepares face when preparing the statement of cash flows.

[Watch Now](https://vimeo.com/904478925?share=copy)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656dd6666a69e79d133363fd_TMBW-PCAOB-FinState-Uplift.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### PCAOB Financial Statement Uplift Requirements

You have decided your financial statements will need to be audited under PCAOB standards. Not only will your auditors have more work to do, but your financial statements will require additional disclosures. Connor Group experts explore the best practices for preparing financial statements, including incremental disclosures that are needed for compliance with SEC standards.

[Watch Now](https://vimeo.com/manage/videos/889662652/privacy)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/64788cb5c114f34193bddd5e_TMBW-ASC326-AccCrdtLss-STR.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### ASC 326 – Accounting for Credit Losses on Short-Term Receivables

Connor Group experts delve into the basics of the ASC 326 standard, the different implementation methods, and the impact of adopting the standard.

[Watch Now](https://vimeo.com/832081419?share=copy)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b5000843c2a75beebd837_TMB-CvrtBridgNotes.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Convertible Bridge Notes

Technical Accounting in Simple Terms

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640b6affa2c59af6ed8ef545_BusinessGuide_23-Convertible_Bridge_Notes.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b4d8b9a5e4fb11ea7d8dc_TMBW-AcctEfc-Autom.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Creating Accounting Efficiencies with Automation: ASC 842 & ASC 606 as a Case Study

Our expert Dominick Kerr joins Trullion to explore the challenges teams face when accounting for complex transactions such as leases and revenue contracts.

[Watch Now](https://bit.ly/3fMrFpd)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b498a489bad09a5611e09_TMBW-ASC-LeaseAcct.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### ASC Lease Accounting

Connor Group expert Blake Collins joins Becca Smith from NetGain to share the need-to-knows around ASC 842, including dates you should be aware of, common applications, and pitfalls to avoid.

[Watch Now](https://bit.ly/3vQywlU)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b493481d88573850292bf_TMBW-CarveOut-Divest-02.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### The Fundamentals of Carve-outs and Divestitures - Part 2

In part two of our Divestiture and Carve-Out series, our Connor Group experts take you through the fundamentals of post-transaction close accounting and reporting considerations.

[Watch Now](https://bit.ly/3Fbe5Wc)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b48b4489bad1c8260b57c_TMBW-CarveOut-Divest-01.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### The Fundamentals of Carve-outs and Divestitures - Part 1

In part two of our Carve-Out and Divestitures series, our Connor Group experts take you through the fundamentals of post-transaction close accounting and reporting considerations.

[Watch Now](https://bit.ly/3VxGlYv)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b471e9ba95bb69c11120d_TMBW-Colab-Agree.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Collaboration Agreements

Join our experts, as they explore the accounting considerations for collaboration agreements under ASC 606 and the requirements and determinations under ASC 808.

[Watch Now](https://bit.ly/3haDCoM)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b453677518d0cd3d37b60_TMBW-GoodWill_Intang.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### The Fundamentals of Impairment Considerations for Goodwill & Other Intangible Assets

This webinar highlights the most complex areas of the guidance, the alternatives for private companies, what to consider if you plan to go public, and the best practices for performing evaluations.

[Watch Now](https://bit.ly/3CC6rTp)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6410b1636f887f942c6ecc0b_TMBW-StockCompAwards.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### The Fundamentals of Modifications of Stock based Compensation Awards

In this session, our experts will explore what constitutes a share-based modification, the most common types of modifications, the implication of frequent modifications, and detailed example scenarios to help illustrate the accounting process.

[Watch Now](https://bit.ly/3e81qIQ)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6410b06fdaca7f197886455a_TMBW-Fund-842-03.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### The Fundamentals of ASC 842 - Part 3

In part three of the ACS 842 Leasing webinar series, our experts explore subsequent lease measurement, modifications and re-measurement, and impairments and terminations.

[Watch Now](https://bit.ly/3e60MLw)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6410b0662f232cf2630e87cd_TMBW-Fund-842-02.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### The Fundamentals of ASC 842 - Part 2

In part two of the ACS 842 Leasing webinar series, our experts explore lease identification criteria, the types of lease classification, and the initial measurement considerations.

[Watch Now](https://bit.ly/3cE1243)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6410b05d2f232c3cc00e7950_TMBW-Fund-842-01.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### The Fundamentals of ASC 842 - Part 1

In session one of this three-part webinar series, our experts takes you through the fundamental pieces of ASC 842, what you need to know to ensure you are in compliance, and the key elements for continued success post-adoption.

[Watch Now](https://bit.ly/3wPwxPD)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b42ca35bc2d2c8e9195c8_TMBW-Back2B-606-03.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Back to Basics - ASC 606 Webinar Series - Part 3

In this final session our ASC 606 revenue recognition expert Jesse Fillerup explores the specifics of steps four and five in the ASC 606 framework.

[Watch Now](https://bit.ly/3qeC3Zw)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b428e3f6e40caaed472a1_TMBW-Back2B-606-02.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Back to Basics - ASC 606 Webinar Series - Part 2

In this session, our ASC 606 revenue recognition expert Jesse Fillerup takes you through the specifics of steps two and three in the ASC 606 framework.

[Watch Now](https://bit.ly/3FMytuX)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b421929baf0a624d642d2_TMBW-Back2B-606-01.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Back to Basics - ASC 606 Webinar Series - Part 1

In session one off this three-part webinar series, our expert Jesse Fillerup explores the background of ASC 606 and the overall five-step framework”

[Watch Now](https://bit.ly/3lyHTCh)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/689f3831ada0a64e4d3e256f_Vendor-Risk-Web-Graphic-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Mastering Vendor Risk

Outsourced processes don’t mean outsourced responsibility. Learn how to effectively manage third-party risks and ensure the integrity of your financial data.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/689f38648f74660f6d2d1f02_15e046e81292dbee70d732f7e2b221d0_BusinessGuide_ManagingVendorRisk.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/679aabadec9fb1fe2111a519_Collateral-7-habits-cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### 7 Habits for a Successful Close

This article identifies seven essential habits that can significantly enhance your team’s close process. By incorporating these practices, you can transform your approach.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6852fec062626e34021d8796_CG-7-Habits-Sucessful-Close-2025-JUNE-16-v2.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/66cf8bc56bc7f259ee988930_Collateral-AboutCG-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### About Connor Group

Connor Group is a specialized professional services firm of Big 4 alumni and industry executives. We help financial executives with their most complex and significant matters.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67229c2cc7934b9bcd630c4c_About-Connor_Group-1024.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/660c506849c4c66ec3cdd165_TMBW-StrongInternalCTRLs.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Public or Private Organization? Strong Internal Controls are Needed

In this webinar, Lee Berliner from Connor Group, Mike Lemus from DFIN, and Frank Vukovits from Fastpath highlight the most common areas where controls are needed to meet current or future compliancy needs.

[Watch Now](https://vimeo.com/929953557?share=copy)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/683a1f8e1c4379274b1736f3_Collateral-Elevate-cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Elevate Your Finance Team

How High-Growth Companies Leverage Leading Practices to Reach their Maximum Potential

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/683a1e820582121d7bd95241_BusinessGuide-Elevate-May-30-2025.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b52a5a3ea64a831aabf9e_TMB-ArtoftheClose.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### The A.R.T of the Close

Creating an accurate, reliable, and timely close for high-growth companies

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/683a1e9492497442f12ac10e_BusinessGuide-ART_ofthe_Close-V5-May-30-2025.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b4662c3893974fed4b73c_TMBW-Elevate-Finance.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Elevate Your Finance Team

Join Connor Group expert David McGuire, to explore how to future-proof your organization by investing in the systems, processes, teams and controls you need to elevate your finance department.

[Watch Now](https://bit.ly/3gI77hE)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68e7cb9befc370109f06698e_SOX-404-Business-Guide-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### SOX 404(a) to 404(b) - Strategies for Compliance Success

Moving from SOX 404(a) to 404(b) can be challenging, but with a structured approach, companies can meet regulatory expectations while enhancing operational efficiency. Know the obstacles, and the actionable steps to ensure smooth and successful adoption.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68e7c995bfe7b48f07a012a2_BUISINESS-GUIDE-SOX_2025.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68e7ca125e164e3450266d0c_Headcount-Business-Guid-Business-Guide-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### How Many Employees Do You Really Need?

The right-sized finance team ensures smooth operations, accurate reporting, and strategic financial planning that drives business success. Read about the essential data points and frameworks you need to determine your optimal finance team size.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68e7c9bf333eeb7d6363e132_f3d3e71a7fb9ad82cbf449eb18e2f7ac_BUISINESS-GUIDE-Headcount_2025.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/66cf8bc56bc7f259ee988930_Collateral-AboutCG-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### About Connor Group

Connor Group is a specialized professional services firm of Big 4 alumni and industry executives. We help financial executives with their most complex and significant matters.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67229c2cc7934b9bcd630c4c_About-Connor_Group-1024.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/66290f3b9fe8cfd60f1ec76e_TMB-NAV_SEC_CyberSec.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Navigating SEC Cybersecurity Disclosure Rules for Financial Executives

As financial executives and CFOs, the importance of robust cybersecurity measures cannot be overstated. Learn more about safeguarding your organization’s
financial assets, intellectual assets, and reputation.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/682602c7402c0dc05a3c4310_BusinessGuide-NAV_SEC_CyberSec-2025.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/683a1f8e1c4379274b1736f3_Collateral-Elevate-cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Elevate Your Finance Team

How High-Growth Companies Leverage Leading Practices to Reach their Maximum Potential

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/683a1e820582121d7bd95241_BusinessGuide-Elevate-May-30-2025.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b541ffdd67b222fc27c3e_TMB-GrowControl.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Grow. Control. Optimize.

Control and Compliance for High-Growth Companies

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/682602c0e7f8031562ac3736_BusinessGuide-Grow_Control_Optimize-2025.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640b48484c4b70538ff71288_TMBW-Carbon-Disclosure.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### Carbon Accounting and Disclosure Webinar

Join Connor Group expert Corey Saunders and Persefoni’s EVP of Global Markets, Keith Denham to find out how carbon accounting compares and differs from financial accounting.

[Watch Now](https://bit.ly/3WvJclZ)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6410b238caa4406b1c5dc2db_TMBW-SEC-Climate.jpg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa8531300f0c5b218f237f_Webinar.svg)

Webinar

### The SEC's Climate-Related Proposal

In this webinar, our experts provide an overview and update on the SEC’s proposed climate-related reporting and disclosure standards.

[Watch Now](https://bit.ly/3VMYAtW)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/66cf8bc56bc7f259ee988930_Collateral-AboutCG-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### About Connor Group

Connor Group is a specialized professional services firm of Big 4 alumni and industry executives. We help financial executives with their most complex and significant matters.

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67229c2cc7934b9bcd630c4c_About-Connor_Group-1024.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69d951a1cd96c7f434782387_IPO-Quo%20Vadis-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Quo Vadis?

The Art of Forecasting

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d94d42edaeca8da355d517_BusinessGuide_QuoVadis-ArtofForecasting-2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69d9509087e2a257fed70968_IPO-Exit-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Exit Advice

How Connor Group can Help Sell your Business

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d94d0508ec45c52c8e1d29_BusinessGuide_ExitAdvice-2026.pdf)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69d94f6b6dbefdcca2906133_IPO-Dilligence-Cropped.png)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/63fa84df284d87db4d13b556_ThoughtLeadership.svg)

Thought Leadership

### Diligence Insights

The Importance of Performing Financial Due Diligence on a Hockey Stick Growth Curve

[Download](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69d94d88d19ab0e9da15b78d_BusinessGuide_DiligenceInsights-2026.pdf)

## We deliver  breakthroughs

[Let's Connect](https://www.connorgp.com/resources#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680036ca0b7a92b0a11590db_16775e342bdac51fde9cdee332b72f55_CG-Breakthrough%20Pre%20Footer.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c227636e168ca78890_263119e18538711da43305c3cee575de_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20%E2%80%93%20PreFooter.png)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Transformative Client Partnerships
# Our clients thrive outside the box

We’re drawn to innovators, disruptors, and gamechangers—the most ambitious companies in the world.

[Let's Connect](https://www.connorgp.com/clients#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6800352e42ec07b1b8e25ed2_7ebe2453675d9449f8db31ba34f83fff_CG-Breakthrough%20Clients.avif)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680aca412a8b19ba569e0632_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20-%20Clients.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c5875b6984c4a8972e_3eb913d963322067896274699bbd30b1_AG1.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c5ab46e5573c7d98bd_Anduril_Industries_Logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa037aa2c394186b0c_APP_BIG-50063fef.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c520e289d1c623d29a_Arm_Holdings-Logo.wine.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/690a9f624583b00be97337f9_Billion_To_One_Logo.jpg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c59726b9ccaaeb6dd9_Blackrock_Neurotech_Blue.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c5af2c7bd241121eb2_Bumble-Logo-2018.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/690a9f2f3d9926d69b110677_Frame-3-1.png.webp)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c55c4eb55af76c4b18_Chewy.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c519d4d3c165041084_Coinbase.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daa92ffa86a7325266c4_Coupa.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c6143cc945cb5e760b_Dolby_Logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c676c5f2949f249665_DoorDash-logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e56bf9ab482483038a0634_Duolingo.svg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640b96056bc2116f97690d4c_Etsy.svg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c621f8e13b4f74c81c_Evercommerce.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c648f08c05e412855c_1fceef5b01a47874c0cfac6e52571810_Figma-Logo-2048x1152.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c6d526a6720f1ae418_Fitbit-Logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c6972124dec5b097cd_079109d0bfc492947abc3d42662aa90e_Grammerly.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/690bbc17e8b14bf1e23642eb_HubSpot_Logo.svg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c677f9de7fbefbd7fd_Invitae-logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daa97b6503477a47c592_8d3a4dddf21b80ee23ac30ecf5c7fbbf_jazzpharma_logo_fullcolor.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/69efdaba4a8e9112a9e72872_Klarna_Payment_Badge.svg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaaaffa84da0f783db3_Liquid%20Death.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640b9633a86b836dcc0646b5_Lyft.svg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7264a41aebd763634_Navan%2C_Inc._Logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7491b1fbdd04225f7_Noom-Logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161b04b573bf0588e776f_Omada.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daa9cdb0a0854e73cc1b_open-ai-logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa14455d21c7eb7271_Roku_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640b965edd97eeabab97045d_SeatGeek.svg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7cc3e9a595146887e_ServiceTitan_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cad4b85f0c078a9a4512b_5d77eb661c3ebdedeb5fe3f147fb03b7_Sitecore.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7915c7055ebcb8908_a1a2955a2c2cd6a47fb6d90e28fb75d3_SweetGreen-Logo.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/690a9edbf770dd6b899497c8_Tempus_idba7lyZdb_0.svg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161b0ff6e3d490335311c_Twist_landscape_9cm.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68dc259a12fff6ae9263b9bc_Uber_logo_2018.svg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa03e8df3d00e2ea1f_UIPath.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161b0b8920656d7b21b85_Valneva_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68f161c7a9f6192afdb42ed1_warby-parker-1.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68dc25ca774101a9ac1ec930_WHOOP_Logo_Black.svg%201.png)

[![10X Genomics](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cae09f5b66038e7d6ac87_10X-Genomics.jpg)](https://www.10xgenomics.com/)

[![Acoustic](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cae1a49591e4004e00670_Acoustic.jpg)](https://acoustic.com/)

[![Annexon Biosciences](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cae2351cdcb316e66379c_Annexon-Bio.jpg)](https://annexonbio.com/)

[![Bill](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cae3f42a73c0ce55ca54a_Bill.jpg)](https://www.bill.com/)

[![BridgeBio](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cae5651cdcb14cb6666a4_BridgeBio.jpg)](https://bridgebio.com/)

[![Chainalysis](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cae6a51cdcb8492668a26_Chainalysis.jpg)](https://www.chainalysis.com/)

[![Corsair](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cae722cf1c3f479b1dee0_Corsair.jpg)](https://www.corsair.com/us/en/)

[![Dataiku](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cae85a49f11b25fa2b2cc_Dataiku.jpg)](https://www.dataiku.com/)

[![Day One Biopharmaceuticals](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cae8d3aebab9017f84b2f_DayOne_BioPharma.jpg)](https://www.dayonebio.com/)

[![Dropbox](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640caea051cdcb768266cefa_dropbox.jpg)](https://www.dropbox.com/)

[![Duolingo](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640caeaaf5b6601d2dd79f46_Duolingo.jpg)](https://www.duolingo.com/)

[![Eargo](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640caeb23aebab89c1f86ea9_Eargo.jpg)](https://www.eargo.com/)

[![Etsy](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640caeb9f5b6604014d7af5b_Etsy.jpg)](https://www.etsy.com/)

[![Forever21](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cb0bd77376751387db03b_Forever_21.jpg)](https://www.forever21.com/)

[![Fubotv](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640caf04a49f118540a33d00_fubotv.jpg)](https://www.fubo.tv/welcome)

[![iFit](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cb0da05a67803d6e51dda_iFit.jpg)](https://www.ifit.com/)

[![Justworks](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640caeda2cf1c3723cb20dfa_Justworks.jpg)](https://www.justworks.com/)

[![Kaseya](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640caf38aa9ee1701fa9d260_Kaseya.jpg)](https://www.kaseya.com/)

[![Kong](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640caf4059d7eb46e49f5f62_Kong.jpg)](https://konghq.com/)

[![Landos Biopharma](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640caf48a49f1195ada38c19_Landos_Biopharma.jpg)](https://landosbiopharma.com/)

[![Lyft](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640caf59f5b6603de8d879e1_Lyft.jpg)](https://www.lyft.com/)

[![Macquarie](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640caf62a49f114a60a3abe1_MacquarieBank.jpg)](https://www.macquarie.com.au/#)

[![Maravai](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640caf6a42a73c02005e2720_Maravai_LifeSciences.jpg)](https://www.maravai.com/)

[![Natera](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640caf7142a73c458c5e315f_Natera.jpg)](https://www.natera.com/)

[![ON24](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640caf8242a73c5e0a5e42fa_ON24.jpg)](https://www.on24.com/)

[![Open AI](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/67e5bc44632340b614692595_OpenAI_Logo.svg.png)](https://www.connorgp.com/clients#)

[![Pacific Biosciences](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640caf92de41c84fca21ef87_PacificBiosciences.jpg)](https://www.pacb.com/)

[![Pliant Therapeutics](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cafab59d7eb4dbf9fb65b_Pliant-Therapeutics.jpg)](https://pliantrx.com/)

[![Procore](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cafb449591e6bb9e025f2_Procore.jpg)](https://www.procore.com/)

[![Roku](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cafcd2cf1c3a3e9b20e03_Roku.jpg)](https://www.roku.com/)

[![SeatGeek](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cafe51093176cdbc75a8c_SeatGeek.jpg)](https://seatgeek.com/)

[![SeerBio](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cafeda49f11b095a44fbb_SeerBio.jpg)](https://seer.bio/)

[![Sitecore](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640caff5a49f119e87a45781_Sitecore.jpg)](https://www.sitecore.com/)

[![Sprout Social](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cb00451cdcb25b667ee87_Sprout_Social.jpg)](https://sproutsocial.com/)

[![Sweetgreen](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cb069de41c87b5a22dc95_Sweetgreen.jpg)](https://order.sweetgreen.com/)

[![ThredUP](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cadfa3aebab886af783e8_ThredUP.jpg)](https://www.thredup.com/)

[![TuSimple](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cadee3aebab24cbf77bc2_TuSimple.jpg)](https://www.tusimple.com/)

[![Uber](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cade03aebab2e05f76cb9_Uber.jpg)](https://www.uber.com/)

[![UiPath](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cadcdf5b6600894d64a4c_uipath.jpg)](https://www.uipath.com/)

[![Warby Parker](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640cadc042a73c13215bddca_Warby_Parker.jpg)](https://www.warbyparker.com/)

## We deliver  breakthroughs

[Let's Connect](https://www.connorgp.com/clients#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680036ca0b7a92b0a11590db_16775e342bdac51fde9cdee332b72f55_CG-Breakthrough%20Pre%20Footer.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c227636e168ca78890_263119e18538711da43305c3cee575de_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20%E2%80%93%20PreFooter.png)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Connor Group Team
# Leaders who think in breakthroughs

Among the best finance, accounting, operations, and technology problem solvers in the world.

[Let's Connect](https://www.connorgp.com/team#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6800352ff2c7439b6cb9fdf8_e4608175599e5895ea0fe54b011ee229_CG-Breakthrough%20Team.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c172924c887f6d8282_d58ae43c8714f52731fdad06f700caf8_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20-%20Team.png)

[All](https://www.connorgp.com/team#w-tabs-0-data-w-pane-0) [Executive Team](https://www.connorgp.com/team#w-tabs-0-data-w-pane-1) [Executive Committee](https://www.connorgp.com/team#w-tabs-0-data-w-pane-2) [Solutions Leadership](https://www.connorgp.com/team#w-tabs-0-data-w-pane-3)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b874e562758c3bf08264_681015ab820bab360fbbbe73_63ffd9dcc5e1890e022fc10d_Aleks%252520Zabreyko.jpeg)

### Aleks Zabreyko

Managing Partner \| Life Sciences Industry Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Aleks](https://www.linkedin.com/in/alekszabreyko/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b874e562758c3bf08264_681015ab820bab360fbbbe73_63ffd9dcc5e1890e022fc10d_Aleks%252520Zabreyko.jpeg)

### Aleks Zabreyko

Managing Partner \| Life Sciences Industry Leader

Aleks is Partner and Strategic Markets Leader in Connor Group’s Technical Accounting and IPO Services practice. In addition to client service, Aleks focuses on the firm’s market activity in several geographies, including Boston, Chicago, Washington D.C., and Seattle. He is also responsible for interactions with regulatory organizations and several of our business alliances.

Aleks has hands-on US GAAP and IFRS experience advising clients and other Connor Group professionals in areas such as revenue recognition, complex financial instruments, leases, consolidation, business acquisitions and dispositions, stock compensation, capital markets, SEC reporting, and complex or unique transactions. He has in-depth familiarity with issues affecting emerging growth companies, both private and public, in the technology, software, cloud, clean energy, biotechnology and pharmaceutical industries.

Prior to his current role, Aleks founded and led our Professional Practice organization. He also directed the development of the firm’s guidance and client services in relation to the new revenue recognition rules of ASC 606.

He is a member of the Financial Reporting Executive Committee (FinREC) of the AICPA, Financial Reporting Committee of the IMA, and Auditing Practice and Accounting Standards committee of California Society of CPAs. Additionally, Aleks is part of the AICPA Digital Assets Task Force, which develops nonauthoritative accounting and auditing guidance for cryptocurrencies, tokens, and other assets. He has presented on a variety of accounting topics at conferences and webinars.

Prior to joining Connor Group in 2009, Aleks spent 17 years with the Ernst & Young audit practice. He is a Certified Public Accountant (California) and Fellow Chartered Certified Accountant (the United Kingdom).

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b874d89c9b90a6dfcd55_681015abd72916811c669071_640c72fc09fda051b9aed23e_ProPic-Blake_Collins.jpeg)

### Blake Collins

Partner \| Accounting Advisory Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Blake](https://www.linkedin.com/in/blake-collins-6479813/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b874d89c9b90a6dfcd55_681015abd72916811c669071_640c72fc09fda051b9aed23e_ProPic-Blake_Collins.jpeg)

### Blake Collins

Partner \| Accounting Advisory Leader

Blake is a Partner in Connor Group’s Technical Accounting and IPO Services practice, providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. He has extensive experience with revenue recognition, lease accounting, business combinations, goodwill and intangibles, public equity offerings, and stock-based compensation.

Prior to joining Connor Group, he worked as an audit professional at Deloitte in Orange County, California, and Salt Lake City, Utah, for more than 8 years, most recently as a senior manager serving both public and private multi-national and small companies in a variety of industries. His international audit experiences include mergers and acquisitions, SEC reporting and compliance, as well as resolution of technical accounting issues.

Blake graduated from Brigham Young University holding both bachelor’s and master’s degrees in Accounting and is a Certified Public Accountant in Utah.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/690e4c158d2a288c332792bf_Bandon%201%20800x800.png)

### Brandon Moreno

President \| Managing Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Brandon](https://www.linkedin.com/in/morenobrandon/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/690e4c158d2a288c332792bf_Bandon%201%20800x800.png)

### Brandon Moreno

President \| Managing Partner

Brandon is Chief Operating Officer and General Counsel at Connor Group. He is responsible for leadership and oversight of all legal and business operations of the firm. Brandon is a member of the firm’s Executive Committee.

Brandon graduated with a J.D. from Stanford Law School and has a B.S. in Economics from the University of Utah.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/681460955b48f3d1bbb7563d_6607194ce96cdd918eb4de5b_ProPic-Brian_Johnson.jpeg)

### Brian Johnson

Partner \| Chief Financial Officer

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Brian](https://www.linkedin.com/in/xiefamily06/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/681460955b48f3d1bbb7563d_6607194ce96cdd918eb4de5b_ProPic-Brian_Johnson.jpeg)

### Brian Johnson

Partner \| Chief Financial Officer

Brian is the CFO at Connor Group and leads the corporate Finance and Accounting team. He has over a decade of combined experience in audit, technical accounting IPO services, financial operations, and FP&A. He partners with executive leadership and key business stakeholders in planning and executing critical firm initiatives.

Prior to joining Connor Group, Brian worked as an audit professional in the Deloitte Salt Lake office serving both public and private clients in various industries.

Brian is a licensed CPA in Utah and holds both a Bachelor’s and Master’s degree in Accounting from Brigham Young University.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b875d6ae6f26e1bd7ebe_681015ac820bab360fbbbed7_640c740ec750c41b7d9a6f18_ProPic-Chris_Lefever.jpeg)

### Chris LeFever

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Chris](https://www.linkedin.com/in/chrislefever/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b875d6ae6f26e1bd7ebe_681015ac820bab360fbbbed7_640c740ec750c41b7d9a6f18_ProPic-Chris_Lefever.jpeg)

### Chris LeFever

Partner

Chris is a Partner in Connor Group’s Technical Accounting and IPO Services practice. Chris provides guidance and analysis on a variety of technical accounting issues, helps clients evaluate industry best practices, and assists in the implementation of process improvements. He has extensive experience with revenue recognition (including ASC 606/IFRS 15) and application of accounting guidance to both public and private companies in the technology and services industries.

Prior to joining Connor Group, Chris spent nine years working in senior finance roles at several technology companies. While in industry, Chris worked closely with senior executives and audit committee members on a variety technical accounting issues and business-related topics. Chris helped these companies ensure that the accounting was in compliance with US GAAP and SEC regulations, while at the same time achieving efficient and scalable policies that aligned with corporate objectives. Before his time in industry, Chris started his career in the Assurance Practice at Ernst & Young’s San Jose office.

Chris is a Certified Public Accountant in the state of California. He graduated valedictorian from San Joaquin College of Law with a JD and with honors from the California State University Fresno with a BS in Business Administration.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8763a3d08b02ec7570d_681015ac317fa861e4a5ae06_63ffe82c281a431c63c69146_Corey%252520Saunders.jpeg)

### Corey Saunders

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Corey](https://www.linkedin.com/in/casaunders/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8763a3d08b02ec7570d_681015ac317fa861e4a5ae06_63ffe82c281a431c63c69146_Corey%252520Saunders.jpeg)

### Corey Saunders

Partner

Corey leads our national Transformation & Risk Solution Practice. With over 20 years of Big 4, consulting, and private sector experience, Corey specializes in the governance, risk, and financial accounting complexities of high-growth companies, including the rapid maturation of internal controls over financial reporting, business process improvement, and organizational scaling. His clients are focused within varying technology and life sciences sectors, including SaaS, eCommerce, medical device manufacturing, and pharmaceuticals.

Before joining Connor Group, Corey was a partner with RSM, advising on governance, internal controls, and business process improvement for companies spanning from pre- and recently-IPO’d all the way to well-established public entities. Prior to that, he was with KPMG where he helped build and maintain the Internal Audit and SOX functions for a multinational mining and manufacturing company. Corey has also worked in industry, having successfully led the re-structuring of a large national waste management company’s SOX function. .

Corey is a licensed CPA and graduated with honors from Arizona State University, with a degree in accounting.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b875aae47ce86b5a36f0_681015ace1b3ba4bbb2d61c4_640c7468dae1abe4fa2b15cc_ProPic-Danny_Russell.jpeg)

### Danny Russell

Chief Information Officer

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Danny](https://www.linkedin.com/in/russelldanny/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b875aae47ce86b5a36f0_681015ace1b3ba4bbb2d61c4_640c7468dae1abe4fa2b15cc_ProPic-Danny_Russell.jpeg)

### Danny Russell

Chief Information Officer

Danny is the CIO of Connor Group, leading software development and IT organizations within the firm. He brings over 18 years of software development and IT management experience to this role and is passionate about building world-class software and high-functioning teams. Danny leverages his drive to excel and proven expertise to establish technology as one of Connor Group’s strategic growth platforms.

Prior to joining Connor Group in Salt Lake, Danny was a VP of Development at Identifix, a Solera company. His focus was on growing a global team which created innovative solutions, making Danny a key driver in expanding the product portfolio for this industry-leading company. His experience with a variety of software start-ups and his deep technical knowledge provide an ideal foundation for Danny’s role in the growth and development of Connor Group.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b875023fe24b2d86caae_681015acaf2bccde6aedb910_67eab4c10996217687d65dbf_Derek-Anderson-web.jpeg)

### Derek Anderson

Managing Partner \| Executive Committee Member

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Derek](https://www.linkedin.com/in/derekjlanderson/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b875023fe24b2d86caae_681015acaf2bccde6aedb910_67eab4c10996217687d65dbf_Derek-Anderson-web.jpeg)

### Derek Anderson

Managing Partner \| Executive Committee Member

Derek has over a decade of corporate controller and VP finance experience spanning public and PE- and VC-backed private growth companies.

Derek joined Connor Group in 2018 to help launch the firm’s Managed Services Practice, a practice dedicated to providing premium controller services primarily focused on operational accounting and finance matters. Derek has assisted multiple public and IPO companies through audit preparation, financial statement preparation and review, material weakness remediation, acquisition accounting and systems integration, standard costing implementations, and he has served as interim corporate controller. Some of the subject matter areas on which he has assisted clients include revenue and accounts receivable, complex inventory and costing, stock-based compensation, budgeting and forecasting, and cash flow statement preparation.

Prior to Connor Group, Derek spent eight years in industry as a corporate controller and finance director in SaaS, alternative energy, and med device companies. Some of his experiences included leading his team through challenging first-year audits with Big 4 firms, a first-year public company audit and SOX implementation after a fast-paced IPO, multiple systems and ERP implementations, and the build-out of budgeting and FP&A functions. He has liaised as a controller with dozens of accounting firms, including all of the Big 4 and several global firms. Derek is a licensed CPA in the state of Utah and holds both a Bachelor of Science and Master of Accountancy from Brigham Young University.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69aaf22b53d5dd332ae75173_Diana%202%20New%20Cropped%20800x800.png)

### Diana Jew

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Diana](https://www.linkedin.com/in/diana-jew-5252845/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69aaf22b53d5dd332ae75173_Diana%202%20New%20Cropped%20800x800.png)

### Diana Jew

Partner

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b875e4f563bbf85f2e2c_681015acfa12651c315634d5_659568ef02cb51675322141f_Domenic_Sanelli.jpeg)

### Domenic Sanelli

Partner \| Financial Close & Reporting Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Domenic](https://www.linkedin.com/in/domenic-sanelli-006a5b54/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b875e4f563bbf85f2e2c_681015acfa12651c315634d5_659568ef02cb51675322141f_Domenic_Sanelli.jpeg)

### Domenic Sanelli

Partner \| Financial Close & Reporting Leader

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b876ae6900e57455e5de_681015ac95a4763a7ca84bf5_6544df94959cde8aa0c931b2_ProPic-Dominick_Kerr.jpeg)

### Dominick Kerr

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Dominick](https://www.linkedin.com/in/dominick-kerr-45462423/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b876ae6900e57455e5de_681015ac95a4763a7ca84bf5_6544df94959cde8aa0c931b2_ProPic-Dominick_Kerr.jpeg)

### Dominick Kerr

Partner

Dom is a Partner in Connor Group’s Technical Accounting Practice resident in the New York office. In this role, he provides guidance and leads client service engagements on a variety of technical accounting issues including leasing, debt and equity financing transactions, revenue recognition, business combinations, embedded derivatives, foreign currency, stock and employee compensation, and new accounting standard implementation. He is the leader of Connor Group's thought leadership and client service roll out around the new leasing standard (ASC 842). Dom is also a member of the FASB Small Business Advisory Committee and is a developer and presenter of training classes for external and internal audiences and a presenter at accounting conferences.

Prior to joining Connor Group, Dom spent ten years at PwC, including two years as a technical accounting consultant in the Accounting Services Group of PwC’s National Office. While in the National Office, Dom consulted on a variety of technical accounting issues including leasing, debt and equity financing transactions, embedded derivatives, the statement of cash flows, foreign currency, and private company accounting alternatives. Before his time in the National Office, Dom was a member of PwC’s Private Company Services assurance practice serving private equity backed enterprises, pre-IPO companies, and large closely held businesses in a variety of industries. He managed all aspects of audit and attest engagements including technical accounting research, financial statement preparation, internal controls assessments, and process improvement analysis.

Dom is a Certified Public Accountant (New York & New Jersey). He graduated with distinction from Hofstra University with an MBA in Accounting and graduated with distinction from the State University of New York College at Geneseo with a BS in Business Administration.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6814f9378196298e91bb11b8_Erik%20(1)%20(1).png)

### Erik Hudson

Partner \| Workday Growth Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Erik](https://www.connorgp.com/team#)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6814f9378196298e91bb11b8_Erik%20(1)%20(1).png)

### Erik Hudson

Partner \| Workday Growth Leader

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8751cee7e804d726e5d_681015ad7624e5b55552e4cd_640c7bf3c750c4cb47a22a48_ProPic-Erin_Flugstad.jpeg)

### Erin Flugstad

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Erin](https://www.linkedin.com/in/erinflugstad/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8751cee7e804d726e5d_681015ad7624e5b55552e4cd_640c7bf3c750c4cb47a22a48_ProPic-Erin_Flugstad.jpeg)

### Erin Flugstad

Partner

Erin is a Partner in Connor Group’s Technical Accounting and IPO Services practice.

Erin has extensive experience in technical accounting and financial reporting matters, including business combinations, financial instruments, variable interest entities, lease accounting, IFRS, and other public and private company financial statement and reporting issues. Prior to joining Connor Group, Erin's experience included accounting advisory at Deloitte and Ernst & Young, as well as senior accounting policy and controllership roles in industry. Erin was a Postgraduate Technical Assistant with the Governmental Accounting Standards Board.

Erin is a CPA in Illinois and Texas and graduated from Boston University.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/691c94fccd394ffecf469f59_Ethan%20New%20Cropped%20800x800.png)

### Ethan Pochman

Chief Marketing Officer

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Ethan](https://www.connorgp.com/team#)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/691c94fccd394ffecf469f59_Ethan%20New%20Cropped%20800x800.png)

### Ethan Pochman

Chief Marketing Officer

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b87623f291f2e9f47127_681015ad7d2f46672fc91e6f_640c7c9609c3ad892394053d_ProPic-Jared_Walker.jpeg)

### Jared Walker

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Jared](https://www.linkedin.com/in/walkerjared/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b87623f291f2e9f47127_681015ad7d2f46672fc91e6f_640c7c9609c3ad892394053d_ProPic-Jared_Walker.jpeg)

### Jared Walker

Partner

Jared is a Partner in our Recruiting and Interim Staffing practice and manages all of Connor Group’s client relationships. Jared has successfully built the recruiting and staffing group into being a significant contributor to Connor Group and its many clients. Jared’s attention and dedication to his client’s needs coupled with his concern and interest for his network of candidates have allowed him to establish key long-term working relationships. His expertise is in all areas and positions of Finance and Accounting.

Prior to leading the Recruiting and Interim Staffing practice Jared managed many of Connor Group’s marquee clients including AMD, ArcSight, Codexis, Big Band Networks and BlueArc. He served as a project leader and technical advisor to the Controllers and VPs of Finance. On the majority of his projects he focused on financial statement and footnote drafting, stock-based compensation, audit preparation and establishing accounting policies.

Jared is a Certified Public Accountant (Inactive) and started his career with Ernst & Young in San Jose after graduating with a Masters in Accounting from Brigham Young University.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b876c7b40bf6f501bf17_681015adfcdf416f60e1b354_640c7d1b84d07085ba9dfe45_ProPic-Jaron_Chatterley.jpeg)

### Jaron Chatterley

Partner \| Recruiting Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Jaron](https://www.linkedin.com/in/jaronchatterley/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b876c7b40bf6f501bf17_681015adfcdf416f60e1b354_640c7d1b84d07085ba9dfe45_ProPic-Jaron_Chatterley.jpeg)

### Jaron Chatterley

Partner \| Recruiting Leader

Jaron is a Partner in Connor Group’s Research and Development practice. He has significant experience in leading large accounting and finance teams in large technology companies leveraging the latest smart data driven technologies. Jaron is a big innovative thinker and understands the importance of effectively leveraging technology to scale business growth.

Prior to joining Connor Group in Lehi, Jaron worked for Amazon as Director of Finance Operations and was responsible for Order to Cash for AWS. Before Amazon, he/she worked for Microsoft in various business group CFO roles. Jaron graduated with a Bachelors of Business Administration in Finance from Brigham Young University and Masters in Business Administration from St. Mary’s College.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6814609601af12ce0c47f754_63ffd9324c24b47278e1d508_Jeff%2520Pickett.jpeg)

### Jeff Pickett

Founder and Chair

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Jeff](https://www.linkedin.com/in/jeff-pickett-6b564411/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6814609601af12ce0c47f754_63ffd9324c24b47278e1d508_Jeff%2520Pickett.jpeg)

### Jeff Pickett

Founder and Chair

Jeff is CEO of Connor Group and the founder of the firm. Under Jeff's leadership and vision, Connor Group has grown into a premier global provider of high-quality technical accounting, financial operations and IPO services with clients in North America, Europe, Asia and South America.

Jeff has served as a lead or senior advisory partner for many of our clients, including public and private companies and private equity firms. In these roles, he has managed initial public offerings, mergers and acquisitions, IPO filings, and complex revenue recognition. He serves as an expert advisor to company executives and Board members on accounting and business operational matters.

Jeff is an industry leader and a subject matter expert in revenue recognition. He is a frequent presenter at nationwide seminars and expert panels, a contributor to published accounting articles and a guest lecturer at Stanford University's Graduate School of Business.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8760c1439c08af30317_681015ad49d800956d5443ea_640c7e1584d07006e19eb338_ProPic-Jenna_Stevens.jpeg)

### Jenna Stevens

Partner \| Systems Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Jenna](https://www.linkedin.com/in/jenna-stevens-6744a5a/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8760c1439c08af30317_681015ad49d800956d5443ea_640c7e1584d07006e19eb338_ProPic-Jenna_Stevens.jpeg)

### Jenna Stevens

Partner \| Systems Leader

Jenna is a Partner in Connor Group’s Financial Operations practice with a focus on Digital Solutions. She is an expert in designing and implementing financial systems including the processes, controls, and people to complement those systems. She is a certified NetSuite Administrator, Multi-book authorized and is a certified BlackLine Implementation Partner. She has worked with companies ranging from large multinational corporations to high-growth startups.

Prior to joining Connor Group, Jenna was an Assistant Vice President of Accounting at Cantor Fitzgerald and started her career at PwC. She is a Certified Public Accountant (NY - Active) and graduated from Ohio University with a Bachelor of Business Administration.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8775bab5b382c04e645_681015ae2ff5a1d8c2893827_640c7e66cc46247f4c6a9e5f_ProPic-Jesse_Fillerup.jpeg)

### Jesse Fillerup

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Jesse](https://www.linkedin.com/in/jesse-fillerup-1a94221/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8775bab5b382c04e645_681015ae2ff5a1d8c2893827_640c7e66cc46247f4c6a9e5f_ProPic-Jesse_Fillerup.jpeg)

### Jesse Fillerup

Partner

Jesse is a Partner in Connor Group’s Technical Accounting practice leading complex revenue recognition projects and providing support on all aspects of ASC 606. He and his team assist clients in the following areas:

- Creating revenue recognition policies and other documentation;
- Advising on systems selection;
- Creating use cases;
- Analyzing standalone selling prices;
- Providing deal desk and contract review services;
- Providing operational close support;
- Assisting with all aspects of the OTC cycle.

Prior to joining Connor Group, Jesse spent worked in public accounting and in management roles within the revenue recognition groups at Sun Microsystems and Oracle. He has an ability to foster collaboration and business partnering amongst disparate lines of business and with external auditors. Jesse has extensive experience in distilling complex ASC 606 concepts in a manner relatable to all business functions.

Jesse graduated from Brigham Young University holding both Bachelors and Masters degrees in Accounting and is a Certified Public Accountant in Colorado.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68de9df965672c57e54bbe0f_Jess%20Ferrucci%20800x800.png)

### Jess Ferrucci

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Jess](https://www.linkedin.com/in/jess-ferrucci-cpa-02752812/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/68de9df965672c57e54bbe0f_Jess%20Ferrucci%20800x800.png)

### Jess Ferrucci

Partner

Jess brings operational expertise to Connor Group's Automation & Technology Platforms including System Selections, Implementations, Revenue Automation, and Integrations, and has been instrumental in shaping today’s Digital Solutions practice.

Jess has held various leadership roles in People & Culture contributing to the creation of the Professional Skills Toolkit and the current coach and Pod leader framework. She has recently transitioned focus and been pivotal in building strategic partnerships with solution providers. Her commitment to innovation continues to leave a lasting impact on our clients and the larger digital ecosystem.

Before joining Connor Group, Jess held a variety of roles at Ernst & Young in New York and Warner Music Group. She holds a degree from Binghamton University and is a licensed CPA in New York.

‍

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b877bc45f1315eddb864_681015ae7d2f46672fc91ee3_63ffd9c8eb83484aa53f3551_Jim%252520Neesen%252520(2).jpeg)

### Jim Neesen

Managing Partner \| National Market Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Jim](https://www.linkedin.com/in/jim-neesen-7048206/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b877bc45f1315eddb864_681015ae7d2f46672fc91ee3_63ffd9c8eb83484aa53f3551_Jim%252520Neesen%252520(2).jpeg)

### Jim Neesen

Managing Partner \| National Market Leader

Jim is the Managing Partner at Connor Group, the #1 Accounting Advisory firm in the world for IPOs, SPACs, and high-growth companies.

Connor Group has worked on over 150 IPO and SPAC transactions in the past decade including Tesla, Spotify, Uber, Lyft, Palantir, Snap, Etsy, Survey Monkey, Stichfix, Mulesoft, and 1,000+ top tech, biotech, and growth companies. Our IPO and SPAC client base has raised over $35B in IPO proceeds at a $265B valuation when going effective.

Jim is a guest lecturer and CEO mentor at Stanford’s Graduate School of Business where he graduated with a Master's degree and launched a career as a lifelong entrepreneur.

Jim is active with multiple NFL player initiatives, mentoring NFL players and business coaching with both the San Francisco 49ers and the Las Vegas Raiders.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b877c41fff89476ef612_681015ae98163fb030ca7c71_640c6ff9a3ea6409a8dc9bf2_ProPic-Joanna_Lynch.jpeg)

### Joanna Lynch

Partner \| IPO Services Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Joanna](https://www.linkedin.com/in/joanna-lynch-501a0022/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b877c41fff89476ef612_681015ae98163fb030ca7c71_640c6ff9a3ea6409a8dc9bf2_ProPic-Joanna_Lynch.jpeg)

### Joanna Lynch

Partner \| IPO Services Leader

Jo is a Partner in Connor Group’s Technical Accounting and IPO Services practice assisting clients with resolution of complex technical accounting issues, audit and IPO readiness and S-1 filing process. Prior to joining Connor Group, Jo spent over six years as a senior manager in the Central European Area Capital Markets Group of Ernst & Young. She was a technical advisor and reviewer for companies going through the S-1 or F-1 filing process with the SEC as well as companies already listed on US exchanges. She also provided business, accounting, and reporting expertise to multi-national companies reporting under US and international accounting standards.

In addition, Jo is a former manager in the assurance and management advisory service practices of KPMG Silicon Valley. She worked with private and public companies in technology and other industries and managed audits over financial statements and internal controls.

Jo is a Certified Public Accountant (California) and graduated Magna Cum Laude from the University of California, Los Angeles.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8771d90f967e8ecb845_681015ae3ddb253d2f1c5d9e_6544df866fa3cb74724dd6db_ProPic-Jonathan_Kearl.jpeg)

### Jonathan Kearl

Managing Partner \| Executive Committee Member

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Jonathan](https://www.linkedin.com/in/jonathankearl/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8771d90f967e8ecb845_681015ae3ddb253d2f1c5d9e_6544df866fa3cb74724dd6db_ProPic-Jonathan_Kearl.jpeg)

### Jonathan Kearl

Managing Partner \| Executive Committee Member

Jonathan is a Partner in Connor Group’s Financial Operations practice. He has significant experience in finance transformation, business process improvement/ optimization, finance training and management reporting.

Before joining Connor Group, Jonathan was a Manager at KPMG in its advisory practice. During his career, Jonathan has gained strong project management experience leading global teams. He has a very diverse finance background including Finance/Management Consulting, Internal Audit and Tax.

Jonathan is a Certified Public Accountant (California) and graduated with his Master of Accountancy from Brigham Young University.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b877fed0129086557fea_681015affcdf416f60e1b442_660718bf38f6d8a76b14bcc6_ProPic-Jordan_Teitelbaum.jpeg)

### Jordan Teitelbaum

Partner \| IPO Services Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Jordan](https://www.linkedin.com/in/jordan-teitelbaum-cpa-36205441/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b877fed0129086557fea_681015affcdf416f60e1b442_660718bf38f6d8a76b14bcc6_ProPic-Jordan_Teitelbaum.jpeg)

### Jordan Teitelbaum

Partner \| IPO Services Leader

Jordan is a Director in Connor Group’s Financial Operations practice. He has a combination of industry and professional services experience and thrives in fast-paced, high-growth environments to provide strategic solutions to a variety of operational accounting challenges pertaining to people, processes, and systems. He has expertise in IPOs, SOX, financial transformation, and process optimization.

Jordan is a leader in Connor Group’s BlackLine practice and is a certified BlackLine Implementation Partner. He has worked with companies ranging from large multinational corporations to high-growth startups.

Prior to joining Connor Group in New York, Jordan worked for Blue Apron as Senior Manager of Finance and Investor Relations. Jordan began his career with KPMG, providing auditing and consulting services to a variety of clients, including multi-billion dollar publicly held corporations.

Jordan is a licensed Certified Public Accountant in New York and graduated from Binghamton University with honors in Accounting.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b877c7b40bf6f501bf62_681015aea2be3828b544ab8f_640c7f75aa03a6fd75ccdf13_ProPic-Ken_Doty.jpeg)

### Ken Doty

Partner \| M&A Services Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Ken](https://www.linkedin.com/in/kennethdoty/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b877c7b40bf6f501bf62_681015aea2be3828b544ab8f_640c7f75aa03a6fd75ccdf13_ProPic-Ken_Doty.jpeg)

### Ken Doty

Partner \| M&A Services Leader

Ken Doty is a Partner at Connor Group in the Mergers and Acquisitions practice. Ken performs buy and sell-side financial diligence serving both private equity and corporate clients. His industry experience spans most industries including extensive experience within the business services, technology, and healthcare fields. His experience includes advising clients on issues related to complex transactions including adjustments mechanisms, such as working capital and other accounting related issues.

Prior to joining Connor Group, Ken was a Partner at a regional accounting firm where he was responsible for building their M&A practice into a successful business. Ken also served as Director in the M&A practice of PWC where he gained significant cross border deal experience. Prior to PWC, Ken was the Director of Financial Reporting for Black & Decker. Ken also worked at Comcast and as an audit manager at KPMG.

Ken is a Certified Public Accounting and graduated cum laude with a degree in Business Administration from the University of Richmond. He is on the Board of Directors and serves as Treasurer for Wayfinders, a non-profit organization based in Charlotte N.C.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8770c1439c08af3039f_681015ae4ce5cfdb126c1544_6544df79353261077a68addd_ProPic-Keyur_Shah.jpeg)

### Keyur Shah

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Keyur](https://www.linkedin.com/in/keyur-shah-a6ab845/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8770c1439c08af3039f_681015ae4ce5cfdb126c1544_6544df79353261077a68addd_ProPic-Keyur_Shah.jpeg)

### Keyur Shah

Partner

Keyur is a Partner in Connor Group’s Technical Accounting and IPO Services group providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. Keyur has extensive experience in working with stock-based compensation arrangements (including employee stock purchase plans), analyzing complex equity structures and financing arrangements, business combinations, financial statements preparation, and foreign currency issues.

Prior to working at Connor Group, Keyur spent a number of years working within the Transaction Services group at both KPMG and PwC working with Companies in the consumer products, technology, financial services, and life sciences sectors.

Keyur is a Certified Public Accountant (NY - Active) and graduated with his Bachelors in Accounting from the Pennsylvania State University.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8781d90f967e8ecb926_681015af3e6695afa41b931d_640c801cd5178bedb6463f20_ProPic-Lauren_Bowe.jpeg)

### Lauren Bowe

Partner \| Automation & Analytics Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Lauren](https://www.linkedin.com/in/lauren-bowe-610572b8/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8781d90f967e8ecb926_681015af3e6695afa41b931d_640c801cd5178bedb6463f20_ProPic-Lauren_Bowe.jpeg)

### Lauren Bowe

Partner \| Automation & Analytics Leader

Lauren is a Partner in Connor Group's Financial Operations practice. She has a combination of industry and professional services experience in financial operations, controllership, business process improvement, accounting systems and internal controls.

Lauren partners with clients’ senior finance executives in fast-paced, high-growth environments to provide strategic solutions to a variety of operational accounting challenges pertaining to people, processes and systems. Lauren has extensive experience introducing and improving business processes to prepare the finance organization for the public company environment. She works with clients designing and implementing practical recommendations that optimize the use of systems and improve the controls around a variety of key business areas including financial close and reporting, procure to pay, order to cash, intercompany and foreign currency transactions. Lauren has worked with both public and private companies in multiple industries with a focus in the technology space.

Prior to joining Connor Group, Lauren was a Manager of Accounting Operations and Compliance for Loews Corporation and started her career at Deloitte. She graduated Magna Cum Laude from Providence College and is a licensed CPA in New York.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/691c951304b18f291a529ce9_Laurie%20Headshot%20800x800-2.png)

### Laurie Marchand

Managing Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Laurie](https://www.linkedin.com/in/laurie-marchand-9326b156/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/691c951304b18f291a529ce9_Laurie%20Headshot%20800x800-2.png)

### Laurie Marchand

Managing Partner

Laurie is a Partner in Connor Group's Technical Accounting and IPO Services practice managing client engagements such as the implementation of the new revenue recognition guidance, strategic corporate transactions, IPO readiness and the S-1 filing process. Laurie typically serves as both a technical accounting advisor and project leader. She is an industry expert in revenue recognition, complex equity accounting and derivative and hedging accounting.

Laurie has served numerous clients including Intel, Apple, Infinera, Infoblox, Mirion Technologies, Business Objects, Cisco, Portal Software and Veritas. Laurie is a former audit senior manager at Ernst & Young where she spent 14 years leading IPO engagements, advising on revenue recognition and hedge accounting, completing carve-outs and performing audits over financial statements and internal controls.

Laurie is a Certified Public Accountant (CA Inactive) and graduated from University of Santa Barbara with a degree in Business and Accounting.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69ca8cda7a45a5bfb5a29a8f_Maisha%20Headshot%20800x800.png)

### Maisha Wilson

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Maisha](https://www.linkedin.com/in/maisha-wilson-cpa-5a63407/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69ca8cda7a45a5bfb5a29a8f_Maisha%20Headshot%20800x800.png)

### Maisha Wilson

Partner

Maisha is a Partner in Connor Group's Financial Operations (FinOps) practice.

Maisha brings over 20 years of experience in finance & accounting operations, finance strategy, business process improvement and organizational effectiveness. Maisha has led numerous high profile engagements related to finance function improvement, system implementations including NetSuite and Blackline, controls improvement and SOX, IPO readiness and organizational design.

Prior to joining Connor Group, Maisha worked for PricewaterhouseCoppers in the Banking, Real Estate and Leasing audit practice for 5 years. Maisha has held many senior finance/accounting roles responsible for key aspects of the global finance function. She has worked with both private and public companies in numerous industries including clean tech, software/SAAS and life sciences.

Maisha is a Certified Public Accountant (California-inactive) and graduated from the University of California, Berkeley with a BS degree in Business Administration.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b878c7b40bf6f501bfe1_681015af1b103f01ebd45244_63ffe6fa1db0df04672c9712_Markham%252520Bennett.jpeg)

### Markham Bennett

Partner \| National Market Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Markham](https://www.linkedin.com/in/markhambennett/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b878c7b40bf6f501bfe1_681015af1b103f01ebd45244_63ffe6fa1db0df04672c9712_Markham%252520Bennett.jpeg)

### Markham Bennett

Partner \| National Market Leader

Markham is a Partner in Connor Group's Business Development practice and one of the original Founders of the firm. He is a serial entrepreneur helping create, organize and manage companies from the ground up. He has passion and proven expertise in establishing the foundation and motivation for any company to build upon. Markham continues to thrive in all aspects of Connor Group specifically focused on business development, recruiting, people operations, and marketing.

Prior to Connor Group, Markham has helped start and build multiple software professional services firms, developing multiple multi-million dollar SAP, Oracle & PeopleSoft implementations across various industries. Markham has helped start or re-create four SaaS internet startups in both B2B and B2C spaces. He has the ability to persuade as well as see the good in people. This combination has been key to building a business critical partnership, landing a large sale or helping internal divisions see eye to eye, he can find common interests to meet all needs.

Markham graduated from Brigham Young University with a Bachelor’s degree in International Relations.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b878ebaec9a23b384393_681015af4ce5cfdb126c1631_646faaf4b91d2b97a794549e_ProPic-Matt_MacLachlan.jpeg)

### Matthew MacLachlan

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Matthew](https://www.linkedin.com/in/matt-maclachlan-146b21a/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b878ebaec9a23b384393_681015af4ce5cfdb126c1631_646faaf4b91d2b97a794549e_ProPic-Matt_MacLachlan.jpeg)

### Matthew MacLachlan

Partner

Matt MacLachlan is a Partner in Connor Group’s Financial Operations practice. He has significant experience in SOX/Internal Controls (IT and business controls), close & process improvements, complex data analytics, homegrown technologies, and system implementations. Matt has spent his entire career in professional services acting as a business advisor, assisting his clients achieve their strategic objectives and solving their most complex challenges.

Before joining Connor Group, Matt worked in Grant Thornton’s Advisory practice in Seattle, WA and graduated Magna Cum Laude from Cal Poly San Luis Obispo with a degree in business administration and concentration in information systems.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b877aae47ce86b5a3853_681015af6b4c4a5db08af07c_640c81f0d5178bc0c2484097_ProPic-Matt_Lepley.jpeg)

### Matt Lepley

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Matt](https://www.linkedin.com/in/matt-lepley-0ab92b14/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b877aae47ce86b5a3853_681015af6b4c4a5db08af07c_640c81f0d5178bc0c2484097_ProPic-Matt_Lepley.jpeg)

### Matt Lepley

Partner

Matt is a Partner in Connor Group’s Technical Accounting and IPO Services practice and serves as the Boston Metro Leader.

Matt has significant experience in complex accounting issues including business combinations, leases, revenue recognition, financial instruments, and public offerings. He has strong background in internal control and processes, especially with high-growth companies.

Prior to joining Connor Group, Matt spent 12+ years at Deloitte in Boston in their audit practice. While at Deloitte, Matt served a broad range of clients including large multi-national entities to emerging growth companies who were both public and private in the technology, consumer products, life science, and financial services industries.

Matt is a Certified Public Accountant in Massachusetts and graduated from Fairfield University with a B.S. in Accounting, and from Boston College with a M.S in Accounting.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/691c9533818a737a1545c8bf_Michelle%20C%20800x800-2.png)

### Michele Clarkson

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Michele](https://www.linkedin.com/in/michele-clarkson-20b779a/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/691c9533818a737a1545c8bf_Michelle%20C%20800x800-2.png)

### Michele Clarkson

Partner

Michele is a Partner in Connor Group’s Technical Accounting and IPO Services practice, providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. Michele has over twenty years of experience in leading new standard implementations (revenue recognition and leasing), M&A and divestiture transactions, and reporting challenges from the lenses of advisor, preparer, and auditor. Prior to working at Connor Group, Michele has worked as a technical accounting consultant at RSM, an assistant controller at a public company, and an audit professional with PwC. Michele is a Certified Public Accountant in Pennsylvania and graduated from Penn State University.

In Michele’s spare time, she likes to spend time with her peeps taking the unbeaten path and finding new places to explore. In the winter, it is usually to find a new place for food and wine. In the summer, it is usually to hike or bike followed by a micro-brew.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b879e552d4f8af6f70f4_681015affb4bab3bceca1d26_640c825f8f452f2c190e809f_ProPic-Mike_Brandstetter.jpeg)

### Mike Brandstetter

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Mike](https://www.linkedin.com/in/mike-brandstetter-ab9bb84/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b879e552d4f8af6f70f4_681015affb4bab3bceca1d26_640c825f8f452f2c190e809f_ProPic-Mike_Brandstetter.jpeg)

### Mike Brandstetter

Partner

Mike is a Partner in Connor Group’s Technical Accounting and IPO Services practice, providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. Mike has extensive experience with revenue recognition, business combinations, consolidation and variable interest entities, complex debt and equity arrangements, derivatives, goodwill and intangibles, inventory and related reserves, stock-based compensation, financial statement preparation and SEC Reporting.

Prior to working at Connor Group, Mike worked as an audit professional at PwC in San Jose, California and Singapore, for more than 11 years, most recently as a senior manager serving both public and private multi-national and small companies in technology industries.

Mike graduated from Santa Clara University with a bachelor’s degree in Accounting and is a Certified Public Accountant in California.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b878e8a16acc509be673_681015b09e36de384a311606_640c82b49a17c9433e12a44b_ProPic-Oleg_Predoliak.jpeg)

### Oleg Predoliak

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Oleg](https://www.linkedin.com/in/olegpredoliak/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b878e8a16acc509be673_681015b09e36de384a311606_640c82b49a17c9433e12a44b_ProPic-Oleg_Predoliak.jpeg)

### Oleg Predoliak

Partner

Oleg is a Partner in Connor Group’s Technical Accounting and IPO Services practice, assisting clients on a variety of technical accounting matters, SEC reporting, audit and IPO readiness, preparation of Regulation S-X compliant financial statements and S-1 filing process.

Oleg is an expert in complex technical accounting matters that include revenue recognition, debt and equity arrangements, share-based compensation, business combinations, leases, and the adoption of new accounting standards. Oleg has experience in multiple industries and has been involved in multiple IPO and other complex transaction engagements.

Prior to joining Connor Group, Oleg held various leadership roles in industry, in addition to public accounting experience with Ernst & Young in the Silicon Valley and Reno.

Oleg is a licensed Certified Public Accountant in the state of California and a member of the AICPA.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8781858cf050e06efb7_681015b0527c463496e09b4d_6607191bbe6967948eba215c_ProPic-Puneet_Ishpujani.jpeg)

### Puneet Ishpujani

Partner \| Transformation & Risk Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Puneet](https://www.linkedin.com/in/puneet-ishpujani-a517a050/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8781858cf050e06efb7_681015b0527c463496e09b4d_6607191bbe6967948eba215c_ProPic-Puneet_Ishpujani.jpeg)

### Puneet Ishpujani

Partner \| Transformation & Risk Leader

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b878091ef77d3d358513_681015b03e6695afa41b93f5_640c82edf0ca860eb34c3434_ProPic-Randa_Ghantous.jpeg)

### Randa Ghantous

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Randa](https://www.linkedin.com/in/randa-ghantous-cpa-8531911/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b878091ef77d3d358513_681015b03e6695afa41b93f5_640c82edf0ca860eb34c3434_ProPic-Randa_Ghantous.jpeg)

### Randa Ghantous

Partner

Randa is a Partner in Connor Group’s Technical Accounting and IPO Services practice.

Randa has vast experience with multinational companies reporting under US GAAP and IFRS. She also has expertise in SEC reporting, preparation of financial statements, carve-outs, and the resolution of complex technical accounting transactions including revenue recognition, business combinations, debt and equity financings, provisions, assets held for sale, impairment, and fixed assets. Randa has been involved in multiple IPO and other complex transaction engagements. Her clients included companies such as Ultragenyx, Jazz Pharmaceuticals, Aduro Biotech Inc., Invuity Inc., CytomX Therapeutics, Harris and others.

Prior to joining Connor Group, Randa spent nine years in the Accounting Policy group of Rio Tinto Alcan and her experience included the preparation of SEC filings, statutory and carve-out financial statements, and the resolution of technical accounting issues. In addition, Randa was an Audit Senior Manager at Ernst & Young in California and Greece where her primary responsibilities were the preparation of financial statements under US GAAP and IFRS as well as technical review of IFRS financial statements for Ernst & Young’s Southeast Europe offices.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69aaf0398c5678bd94f9c929_Ravi%20Cropped%20800x800.png)

### Ravi Kumar

Partner \| National Market Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Ravi](https://www.linkedin.com/in/ravi-kumar-4aa5735/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/69aaf0398c5678bd94f9c929_Ravi%20Cropped%20800x800.png)

### Ravi Kumar

Partner \| National Market Leader

Ravi is a Partner in Connor Group’s Technical Accounting and IPO Services practice providing technical accounting assistance on complex, structured transactions and helping clients achieve IPO readiness. Ravi has extensive experience in working with complex debt and equity transactions, consolidations, business combinations, leasing, revenue recognition (including ASC 606/IFRS 15), and public private partnerships (PPPs) under both US GAAP and IFRS.

Prior to joining Connor Group, Ravi was a Senior Manager in Ernst & Young’s Financial Accounting Advisory Services practice. Ravi’s career background includes cross-functional and multi-national Big-4 experience consisting of on-call technical accounting advice, new accounting standards implementation assistance, preparation of gap assessments between financial statements prepared under US GAAP and IFRS, financial due diligence for mergers and acquisitions, IPO readiness and financial statement and integrated audits for private and publicly-traded companies.

Ravi is a licensed Certified Public Accountant in the state of California, a member of the AICPA, and has passed Level I of the Chartered Financial Analyst (CFA) exam.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8795bab5b382c04e7a9_681015b049d800956d544571_63ffe6e39d6a13634f50b05d_Roxanne%252520Brady.jpeg)

### Roxanne Brady

Partner \| National Digital Solutions Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Roxanne](https://www.linkedin.com/in/roxanne-brady-8742006/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8795bab5b382c04e7a9_681015b049d800956d544571_63ffe6e39d6a13634f50b05d_Roxanne%252520Brady.jpeg)

### Roxanne Brady

Partner \| National Digital Solutions Leader

Roxanne is a Partner in Connor Group's Financial Operations (FinOps) practice and leads the Digital Solutions service line. Roxanne brings over 20 years’ experience in the Silicon Valley working with technology companies. Roxanne has led finance organizations in multiple industries including internet, software, biotechnology, and manufacturing. She has strong controllership and executive finance experience in fast paced, high-growth environments.

As the leader of our Digital Solutions, Roxanne manages client engagements helping companies get the most out of all their finance systems including ERP, procure to pay, revenue automation, CRM, planning, and other modern financial tools. Roxanne leads the FinOps practice in our ASC 606 initiatives helping clients operationalize and systemize the new accounting policies and processes. In her role as systems lead, Roxanne is also responsible for our NetSuite practice where we are the proud recipient of the NetSuite’s 2018 Partner of the year for Software/Technology Vertical. Roxanne also assists clients through introducing and improving business processes and preparing the finance organization for the public company environment, including the financial planning functions.

Prior to joining Connor Group, Roxanne was Senior Vice President of Finance and Chief Accounting Officer for Glam Media, Inc., where she managed a global finance team and had particular success in global finance systems implementations. Prior to joining Glam Media, Roxanne was Chief Financial Officer of Business Engine, Inc. a global software company. Roxanne’s experience also includes over six years in the biotechnology industry and completion of an IPO. Roxanne started her career at Coopers & Lybrand in San Jose (now PwC) and is a licensed CPA in California (inactive). She holds a B.S. in Accounting from Santa Clara University.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b879aa622c33e76e107e_681015b0fcdf416f60e1b5af_6544df58eaedc3c13f55f4eb_ProPic-Russ_Higgins.jpeg)

### Russ Higgins

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Russ](https://www.linkedin.com/in/russhiggins/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b879aa622c33e76e107e_681015b0fcdf416f60e1b5af_6544df58eaedc3c13f55f4eb_ProPic-Russ_Higgins.jpeg)

### Russ Higgins

Partner

Russ is a Partner in Connor Group’s Technical Accounting practice and is building the Connor Group presence in the DC metro. He has significant experience with technical accounting, M&A, IPOs, restatements, and bankruptcies as well as public company readiness/internal controls.

Prior to joining Connor Group, Russ was a Senior Manager at Deloitte, where he led Accounting and Reporting Advisory as well as audit engagements. Russ is also passionate about technology after spending a 15-month rotation as a Product Owner and leader in Deloitte’s Audit Innovation group where he earned the PSM I certification.

Russ is a graduate of the University of Richmond, where he earned a BSBA in Accounting and is currently the Chair of the Accounting Advisory Board. Russ is also a CPA in Virginia.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b879f93b15fba084eb4d_681015b11b103f01ebd45467_640c840f9a5e4f44e83a160c_ProPic-Tim_Brandt.jpeg)

### Tim Brandt

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Tim](https://www.linkedin.com/in/brandttim/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b879f93b15fba084eb4d_681015b11b103f01ebd45467_640c840f9a5e4f44e83a160c_ProPic-Tim_Brandt.jpeg)

### Tim Brandt

Partner

Tim is a Partner in Connor Group’s Managed Services practice. He specializes in financial statement analysis, preparation and review, month-end close optimization, project management, technical accounting issues and IPO readiness. Tim’s diverse background includes working both internally and externally in companies across multiple sizes and industries.

Prior to Connor Group, Tim spent ten years in industry in a variety of accounting leadership roles, including Director of Accounting at a global logistics company. Some of his experiences included financial close, leading the global accounting team through implementation of new accounting guidance, redesign of numerous processes, financial statement preparation and review and various system selections and implementations. Tim is also a Big 4 alum, where he worked on integrated audits of both public and private companies.

Tim holds a Masters of Accounting degree from Brigham Young University and is a licensed CPA in the state of Washington.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b879fed012908655813e_681015b1e037b0e7a6c3d62f_654b73fda48952e91141eeb3_ProPic-Vinod_Sodhani.jpeg)

### Vinod Sodhani

Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Vinod](https://www.linkedin.com/in/sodhani/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b879fed012908655813e_681015b1e037b0e7a6c3d62f_654b73fda48952e91141eeb3_ProPic-Vinod_Sodhani.jpeg)

### Vinod Sodhani

Partner

Vinod has over 20 years of consulting experience. He has helped organizations on multiple initiatives involving finance transformation, technology implementation, process improvement around procure to pay and order to cash processes, source to report architecture design, package selection, with a focus on helping clients derive value from investments and optimizing business and technology spend.

Vinod has recently spent more than 11 years with EY building their finance technology practice with a specific emphasis on ERP Implementations on multiple Oracle platforms.

He lives in Princeton, New Jersey, and has two kids Naman (High School) and Anvi (Elementary School). He graduated from Mumbai University with a major in Accounting & Computer systems and is a qualified Chartered Accountant. In his free time, he enjoys watching movies with my family and playing cards and tables tennis with my kids

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8790c1439c08af30531_681015b20c02a741c23efc18_656a013c4da95f9671ed1215_ProPic-Wendy_Mazzoni.jpeg)

### Wendy Mazzoni

Partner \| Global Solutions India Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Wendy](https://www.linkedin.com/in/wmazzoni/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8790c1439c08af30531_681015b20c02a741c23efc18_656a013c4da95f9671ed1215_ProPic-Wendy_Mazzoni.jpeg)

### Wendy Mazzoni

Partner \| Global Solutions India Leader

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b874e562758c3bf08264_681015ab820bab360fbbbe73_63ffd9dcc5e1890e022fc10d_Aleks%252520Zabreyko.jpeg)

### Aleks Zabreyko

Managing Partner \| Life Sciences Industry Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Aleks](https://www.linkedin.com/in/alekszabreyko/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b874e562758c3bf08264_681015ab820bab360fbbbe73_63ffd9dcc5e1890e022fc10d_Aleks%252520Zabreyko.jpeg)

### Aleks Zabreyko

Managing Partner \| Life Sciences Industry Leader

Aleks is Partner and Strategic Markets Leader in Connor Group’s Technical Accounting and IPO Services practice. In addition to client service, Aleks focuses on the firm’s market activity in several geographies, including Boston, Chicago, Washington D.C., and Seattle. He is also responsible for interactions with regulatory organizations and several of our business alliances.

Aleks has hands-on US GAAP and IFRS experience advising clients and other Connor Group professionals in areas such as revenue recognition, complex financial instruments, leases, consolidation, business acquisitions and dispositions, stock compensation, capital markets, SEC reporting, and complex or unique transactions. He has in-depth familiarity with issues affecting emerging growth companies, both private and public, in the technology, software, cloud, clean energy, biotechnology and pharmaceutical industries.

Prior to his current role, Aleks founded and led our Professional Practice organization. He also directed the development of the firm’s guidance and client services in relation to the new revenue recognition rules of ASC 606.

He is a member of the Financial Reporting Executive Committee (FinREC) of the AICPA, Financial Reporting Committee of the IMA, and Auditing Practice and Accounting Standards committee of California Society of CPAs. Additionally, Aleks is part of the AICPA Digital Assets Task Force, which develops nonauthoritative accounting and auditing guidance for cryptocurrencies, tokens, and other assets. He has presented on a variety of accounting topics at conferences and webinars.

Prior to joining Connor Group in 2009, Aleks spent 17 years with the Ernst & Young audit practice. He is a Certified Public Accountant (California) and Fellow Chartered Certified Accountant (the United Kingdom).

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/690e4c158d2a288c332792bf_Bandon%201%20800x800.png)

### Brandon Moreno

President \| Managing Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Brandon](https://www.linkedin.com/in/morenobrandon/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/690e4c158d2a288c332792bf_Bandon%201%20800x800.png)

### Brandon Moreno

President \| Managing Partner

Brandon is Chief Operating Officer and General Counsel at Connor Group. He is responsible for leadership and oversight of all legal and business operations of the firm. Brandon is a member of the firm’s Executive Committee.

Brandon graduated with a J.D. from Stanford Law School and has a B.S. in Economics from the University of Utah.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/681460955b48f3d1bbb7563d_6607194ce96cdd918eb4de5b_ProPic-Brian_Johnson.jpeg)

### Brian Johnson

Partner \| Chief Financial Officer

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Brian](https://www.linkedin.com/in/xiefamily06/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/681460955b48f3d1bbb7563d_6607194ce96cdd918eb4de5b_ProPic-Brian_Johnson.jpeg)

### Brian Johnson

Partner \| Chief Financial Officer

Brian is the CFO at Connor Group and leads the corporate Finance and Accounting team. He has over a decade of combined experience in audit, technical accounting IPO services, financial operations, and FP&A. He partners with executive leadership and key business stakeholders in planning and executing critical firm initiatives.

Prior to joining Connor Group, Brian worked as an audit professional in the Deloitte Salt Lake office serving both public and private clients in various industries.

Brian is a licensed CPA in Utah and holds both a Bachelor’s and Master’s degree in Accounting from Brigham Young University.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b875aae47ce86b5a36f0_681015ace1b3ba4bbb2d61c4_640c7468dae1abe4fa2b15cc_ProPic-Danny_Russell.jpeg)

### Danny Russell

Chief Information Officer

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Danny](https://www.linkedin.com/in/russelldanny/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b875aae47ce86b5a36f0_681015ace1b3ba4bbb2d61c4_640c7468dae1abe4fa2b15cc_ProPic-Danny_Russell.jpeg)

### Danny Russell

Chief Information Officer

Danny is the CIO of Connor Group, leading software development and IT organizations within the firm. He brings over 18 years of software development and IT management experience to this role and is passionate about building world-class software and high-functioning teams. Danny leverages his drive to excel and proven expertise to establish technology as one of Connor Group’s strategic growth platforms.

Prior to joining Connor Group in Salt Lake, Danny was a VP of Development at Identifix, a Solera company. His focus was on growing a global team which created innovative solutions, making Danny a key driver in expanding the product portfolio for this industry-leading company. His experience with a variety of software start-ups and his deep technical knowledge provide an ideal foundation for Danny’s role in the growth and development of Connor Group.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b875023fe24b2d86caae_681015acaf2bccde6aedb910_67eab4c10996217687d65dbf_Derek-Anderson-web.jpeg)

### Derek Anderson

Managing Partner \| Executive Committee Member

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Derek](https://www.linkedin.com/in/derekjlanderson/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b875023fe24b2d86caae_681015acaf2bccde6aedb910_67eab4c10996217687d65dbf_Derek-Anderson-web.jpeg)

### Derek Anderson

Managing Partner \| Executive Committee Member

Derek has over a decade of corporate controller and VP finance experience spanning public and PE- and VC-backed private growth companies.

Derek joined Connor Group in 2018 to help launch the firm’s Managed Services Practice, a practice dedicated to providing premium controller services primarily focused on operational accounting and finance matters. Derek has assisted multiple public and IPO companies through audit preparation, financial statement preparation and review, material weakness remediation, acquisition accounting and systems integration, standard costing implementations, and he has served as interim corporate controller. Some of the subject matter areas on which he has assisted clients include revenue and accounts receivable, complex inventory and costing, stock-based compensation, budgeting and forecasting, and cash flow statement preparation.

Prior to Connor Group, Derek spent eight years in industry as a corporate controller and finance director in SaaS, alternative energy, and med device companies. Some of his experiences included leading his team through challenging first-year audits with Big 4 firms, a first-year public company audit and SOX implementation after a fast-paced IPO, multiple systems and ERP implementations, and the build-out of budgeting and FP&A functions. He has liaised as a controller with dozens of accounting firms, including all of the Big 4 and several global firms. Derek is a licensed CPA in the state of Utah and holds both a Bachelor of Science and Master of Accountancy from Brigham Young University.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/691c94fccd394ffecf469f59_Ethan%20New%20Cropped%20800x800.png)

### Ethan Pochman

Chief Marketing Officer

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Ethan](https://www.connorgp.com/team#)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/691c94fccd394ffecf469f59_Ethan%20New%20Cropped%20800x800.png)

### Ethan Pochman

Chief Marketing Officer

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6814609601af12ce0c47f754_63ffd9324c24b47278e1d508_Jeff%2520Pickett.jpeg)

### Jeff Pickett

Founder and Chair

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Jeff](https://www.linkedin.com/in/jeff-pickett-6b564411/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6814609601af12ce0c47f754_63ffd9324c24b47278e1d508_Jeff%2520Pickett.jpeg)

### Jeff Pickett

Founder and Chair

Jeff is CEO of Connor Group and the founder of the firm. Under Jeff's leadership and vision, Connor Group has grown into a premier global provider of high-quality technical accounting, financial operations and IPO services with clients in North America, Europe, Asia and South America.

Jeff has served as a lead or senior advisory partner for many of our clients, including public and private companies and private equity firms. In these roles, he has managed initial public offerings, mergers and acquisitions, IPO filings, and complex revenue recognition. He serves as an expert advisor to company executives and Board members on accounting and business operational matters.

Jeff is an industry leader and a subject matter expert in revenue recognition. He is a frequent presenter at nationwide seminars and expert panels, a contributor to published accounting articles and a guest lecturer at Stanford University's Graduate School of Business.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b877bc45f1315eddb864_681015ae7d2f46672fc91ee3_63ffd9c8eb83484aa53f3551_Jim%252520Neesen%252520(2).jpeg)

### Jim Neesen

Managing Partner \| National Market Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Jim](https://www.linkedin.com/in/jim-neesen-7048206/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b877bc45f1315eddb864_681015ae7d2f46672fc91ee3_63ffd9c8eb83484aa53f3551_Jim%252520Neesen%252520(2).jpeg)

### Jim Neesen

Managing Partner \| National Market Leader

Jim is the Managing Partner at Connor Group, the #1 Accounting Advisory firm in the world for IPOs, SPACs, and high-growth companies.

Connor Group has worked on over 150 IPO and SPAC transactions in the past decade including Tesla, Spotify, Uber, Lyft, Palantir, Snap, Etsy, Survey Monkey, Stichfix, Mulesoft, and 1,000+ top tech, biotech, and growth companies. Our IPO and SPAC client base has raised over $35B in IPO proceeds at a $265B valuation when going effective.

Jim is a guest lecturer and CEO mentor at Stanford’s Graduate School of Business where he graduated with a Master's degree and launched a career as a lifelong entrepreneur.

Jim is active with multiple NFL player initiatives, mentoring NFL players and business coaching with both the San Francisco 49ers and the Las Vegas Raiders.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8771d90f967e8ecb845_681015ae3ddb253d2f1c5d9e_6544df866fa3cb74724dd6db_ProPic-Jonathan_Kearl.jpeg)

### Jonathan Kearl

Managing Partner \| Executive Committee Member

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Jonathan](https://www.linkedin.com/in/jonathankearl/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8771d90f967e8ecb845_681015ae3ddb253d2f1c5d9e_6544df866fa3cb74724dd6db_ProPic-Jonathan_Kearl.jpeg)

### Jonathan Kearl

Managing Partner \| Executive Committee Member

Jonathan is a Partner in Connor Group’s Financial Operations practice. He has significant experience in finance transformation, business process improvement/ optimization, finance training and management reporting.

Before joining Connor Group, Jonathan was a Manager at KPMG in its advisory practice. During his career, Jonathan has gained strong project management experience leading global teams. He has a very diverse finance background including Finance/Management Consulting, Internal Audit and Tax.

Jonathan is a Certified Public Accountant (California) and graduated with his Master of Accountancy from Brigham Young University.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/691c951304b18f291a529ce9_Laurie%20Headshot%20800x800-2.png)

### Laurie Marchand

Managing Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/mergers-acquisitions-old)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Laurie](https://www.linkedin.com/in/laurie-marchand-9326b156/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/691c951304b18f291a529ce9_Laurie%20Headshot%20800x800-2.png)

### Laurie Marchand

Managing Partner

Laurie is a Partner in Connor Group's Technical Accounting and IPO Services practice managing client engagements such as the implementation of the new revenue recognition guidance, strategic corporate transactions, IPO readiness and the S-1 filing process. Laurie typically serves as both a technical accounting advisor and project leader. She is an industry expert in revenue recognition, complex equity accounting and derivative and hedging accounting.

Laurie has served numerous clients including Intel, Apple, Infinera, Infoblox, Mirion Technologies, Business Objects, Cisco, Portal Software and Veritas. Laurie is a former audit senior manager at Ernst & Young where she spent 14 years leading IPO engagements, advising on revenue recognition and hedge accounting, completing carve-outs and performing audits over financial statements and internal controls.

Laurie is a Certified Public Accountant (CA Inactive) and graduated from University of Santa Barbara with a degree in Business and Accounting.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/690e4c158d2a288c332792bf_Bandon%201%20800x800.png)

### Brandon Moreno

President \| Managing Partner

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/solutions/mergers-acquisitions)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Brandon](https://www.linkedin.com/in/morenobrandon/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/690e4c158d2a288c332792bf_Bandon%201%20800x800.png)

### Brandon Moreno

President \| Managing Partner

Brandon is Chief Operating Officer and General Counsel at Connor Group. He is responsible for leadership and oversight of all legal and business operations of the firm. Brandon is a member of the firm’s Executive Committee.

Brandon graduated with a J.D. from Stanford Law School and has a B.S. in Economics from the University of Utah.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b875023fe24b2d86caae_681015acaf2bccde6aedb910_67eab4c10996217687d65dbf_Derek-Anderson-web.jpeg)

### Derek Anderson

Managing Partner \| Executive Committee Member

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/solutions/mergers-acquisitions)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Derek](https://www.linkedin.com/in/derekjlanderson/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b875023fe24b2d86caae_681015acaf2bccde6aedb910_67eab4c10996217687d65dbf_Derek-Anderson-web.jpeg)

### Derek Anderson

Managing Partner \| Executive Committee Member

Derek has over a decade of corporate controller and VP finance experience spanning public and PE- and VC-backed private growth companies.

Derek joined Connor Group in 2018 to help launch the firm’s Managed Services Practice, a practice dedicated to providing premium controller services primarily focused on operational accounting and finance matters. Derek has assisted multiple public and IPO companies through audit preparation, financial statement preparation and review, material weakness remediation, acquisition accounting and systems integration, standard costing implementations, and he has served as interim corporate controller. Some of the subject matter areas on which he has assisted clients include revenue and accounts receivable, complex inventory and costing, stock-based compensation, budgeting and forecasting, and cash flow statement preparation.

Prior to Connor Group, Derek spent eight years in industry as a corporate controller and finance director in SaaS, alternative energy, and med device companies. Some of his experiences included leading his team through challenging first-year audits with Big 4 firms, a first-year public company audit and SOX implementation after a fast-paced IPO, multiple systems and ERP implementations, and the build-out of budgeting and FP&A functions. He has liaised as a controller with dozens of accounting firms, including all of the Big 4 and several global firms. Derek is a licensed CPA in the state of Utah and holds both a Bachelor of Science and Master of Accountancy from Brigham Young University.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8771d90f967e8ecb845_681015ae3ddb253d2f1c5d9e_6544df866fa3cb74724dd6db_ProPic-Jonathan_Kearl.jpeg)

### Jonathan Kearl

Managing Partner \| Executive Committee Member

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/solutions/mergers-acquisitions)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Jonathan](https://www.linkedin.com/in/jonathankearl/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8771d90f967e8ecb845_681015ae3ddb253d2f1c5d9e_6544df866fa3cb74724dd6db_ProPic-Jonathan_Kearl.jpeg)

### Jonathan Kearl

Managing Partner \| Executive Committee Member

Jonathan is a Partner in Connor Group’s Financial Operations practice. He has significant experience in finance transformation, business process improvement/ optimization, finance training and management reporting.

Before joining Connor Group, Jonathan was a Manager at KPMG in its advisory practice. During his career, Jonathan has gained strong project management experience leading global teams. He has a very diverse finance background including Finance/Management Consulting, Internal Audit and Tax.

Jonathan is a Certified Public Accountant (California) and graduated with his Master of Accountancy from Brigham Young University.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b874d89c9b90a6dfcd55_681015abd72916811c669071_640c72fc09fda051b9aed23e_ProPic-Blake_Collins.jpeg)

### Blake Collins

Partner \| Accounting Advisory Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/solutions/mergers-acquisitions)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Blake](https://www.linkedin.com/in/blake-collins-6479813/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b874d89c9b90a6dfcd55_681015abd72916811c669071_640c72fc09fda051b9aed23e_ProPic-Blake_Collins.jpeg)

### Blake Collins

Partner \| Accounting Advisory Leader

Blake is a Partner in Connor Group’s Technical Accounting and IPO Services practice, providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. He has extensive experience with revenue recognition, lease accounting, business combinations, goodwill and intangibles, public equity offerings, and stock-based compensation.

Prior to joining Connor Group, he worked as an audit professional at Deloitte in Orange County, California, and Salt Lake City, Utah, for more than 8 years, most recently as a senior manager serving both public and private multi-national and small companies in a variety of industries. His international audit experiences include mergers and acquisitions, SEC reporting and compliance, as well as resolution of technical accounting issues.

Blake graduated from Brigham Young University holding both bachelor’s and master’s degrees in Accounting and is a Certified Public Accountant in Utah.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b875e4f563bbf85f2e2c_681015acfa12651c315634d5_659568ef02cb51675322141f_Domenic_Sanelli.jpeg)

### Domenic Sanelli

Partner \| Financial Close & Reporting Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/solutions/mergers-acquisitions)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Domenic](https://www.linkedin.com/in/domenic-sanelli-006a5b54/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b875e4f563bbf85f2e2c_681015acfa12651c315634d5_659568ef02cb51675322141f_Domenic_Sanelli.jpeg)

### Domenic Sanelli

Partner \| Financial Close & Reporting Leader

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b877c41fff89476ef612_681015ae98163fb030ca7c71_640c6ff9a3ea6409a8dc9bf2_ProPic-Joanna_Lynch.jpeg)

### Joanna Lynch

Partner \| IPO Services Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/solutions/mergers-acquisitions)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Joanna](https://www.linkedin.com/in/joanna-lynch-501a0022/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b877c41fff89476ef612_681015ae98163fb030ca7c71_640c6ff9a3ea6409a8dc9bf2_ProPic-Joanna_Lynch.jpeg)

### Joanna Lynch

Partner \| IPO Services Leader

Jo is a Partner in Connor Group’s Technical Accounting and IPO Services practice assisting clients with resolution of complex technical accounting issues, audit and IPO readiness and S-1 filing process. Prior to joining Connor Group, Jo spent over six years as a senior manager in the Central European Area Capital Markets Group of Ernst & Young. She was a technical advisor and reviewer for companies going through the S-1 or F-1 filing process with the SEC as well as companies already listed on US exchanges. She also provided business, accounting, and reporting expertise to multi-national companies reporting under US and international accounting standards.

In addition, Jo is a former manager in the assurance and management advisory service practices of KPMG Silicon Valley. She worked with private and public companies in technology and other industries and managed audits over financial statements and internal controls.

Jo is a Certified Public Accountant (California) and graduated Magna Cum Laude from the University of California, Los Angeles.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b877fed0129086557fea_681015affcdf416f60e1b442_660718bf38f6d8a76b14bcc6_ProPic-Jordan_Teitelbaum.jpeg)

### Jordan Teitelbaum

Partner \| IPO Services Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/solutions/mergers-acquisitions)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Jordan](https://www.linkedin.com/in/jordan-teitelbaum-cpa-36205441/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b877fed0129086557fea_681015affcdf416f60e1b442_660718bf38f6d8a76b14bcc6_ProPic-Jordan_Teitelbaum.jpeg)

### Jordan Teitelbaum

Partner \| IPO Services Leader

Jordan is a Director in Connor Group’s Financial Operations practice. He has a combination of industry and professional services experience and thrives in fast-paced, high-growth environments to provide strategic solutions to a variety of operational accounting challenges pertaining to people, processes, and systems. He has expertise in IPOs, SOX, financial transformation, and process optimization.

Jordan is a leader in Connor Group’s BlackLine practice and is a certified BlackLine Implementation Partner. He has worked with companies ranging from large multinational corporations to high-growth startups.

Prior to joining Connor Group in New York, Jordan worked for Blue Apron as Senior Manager of Finance and Investor Relations. Jordan began his career with KPMG, providing auditing and consulting services to a variety of clients, including multi-billion dollar publicly held corporations.

Jordan is a licensed Certified Public Accountant in New York and graduated from Binghamton University with honors in Accounting.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8781858cf050e06efb7_681015b0527c463496e09b4d_6607191bbe6967948eba215c_ProPic-Puneet_Ishpujani.jpeg)

### Puneet Ishpujani

Partner \| Transformation & Risk Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/solutions/mergers-acquisitions)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Puneet](https://www.linkedin.com/in/puneet-ishpujani-a517a050/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8781858cf050e06efb7_681015b0527c463496e09b4d_6607191bbe6967948eba215c_ProPic-Puneet_Ishpujani.jpeg)

### Puneet Ishpujani

Partner \| Transformation & Risk Leader

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8795bab5b382c04e7a9_681015b049d800956d544571_63ffe6e39d6a13634f50b05d_Roxanne%252520Brady.jpeg)

### Roxanne Brady

Partner \| National Digital Solutions Leader

Expertise:

[Digital Solutions](https://www.connorgp.com/solutions/ai-advanced-automation)

[Financial Close & Reporting](https://www.connorgp.com/solutions/financial-close)

[Transformation & Risk](https://www.connorgp.com/solutions/transformation-risk)

[Accounting Advisory](https://www.connorgp.com/solutions/accounting-advisory)

[IPO Services](https://www.connorgp.com/solutions/ipo-services)

[Mergers & Acquisitions](https://www.connorgp.com/solutions/mergers-acquisitions)

[![LinkedIN Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63f69f687d5c05461c604a5f_LinkedIn.svg)\\
\\
Connect with\\
\\
Roxanne](https://www.linkedin.com/in/roxanne-brady-8742006/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6812b8795bab5b382c04e7a9_681015b049d800956d544571_63ffe6e39d6a13634f50b05d_Roxanne%252520Brady.jpeg)

### Roxanne Brady

Partner \| National Digital Solutions Leader

Roxanne is a Partner in Connor Group's Financial Operations (FinOps) practice and leads the Digital Solutions service line. Roxanne brings over 20 years’ experience in the Silicon Valley working with technology companies. Roxanne has led finance organizations in multiple industries including internet, software, biotechnology, and manufacturing. She has strong controllership and executive finance experience in fast paced, high-growth environments.

As the leader of our Digital Solutions, Roxanne manages client engagements helping companies get the most out of all their finance systems including ERP, procure to pay, revenue automation, CRM, planning, and other modern financial tools. Roxanne leads the FinOps practice in our ASC 606 initiatives helping clients operationalize and systemize the new accounting policies and processes. In her role as systems lead, Roxanne is also responsible for our NetSuite practice where we are the proud recipient of the NetSuite’s 2018 Partner of the year for Software/Technology Vertical. Roxanne also assists clients through introducing and improving business processes and preparing the finance organization for the public company environment, including the financial planning functions.

Prior to joining Connor Group, Roxanne was Senior Vice President of Finance and Chief Accounting Officer for Glam Media, Inc., where she managed a global finance team and had particular success in global finance systems implementations. Prior to joining Glam Media, Roxanne was Chief Financial Officer of Business Engine, Inc. a global software company. Roxanne’s experience also includes over six years in the biotechnology industry and completion of an IPO. Roxanne started her career at Coopers & Lybrand in San Jose (now PwC) and is a licensed CPA in California (inactive). She holds a B.S. in Accounting from Santa Clara University.

![X Icon](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640e4e4bdb08fb309cb3d32a_Cross.svg)

## We deliver  breakthroughs

[Let's Connect](https://www.connorgp.com/team#)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680036ca0b7a92b0a11590db_16775e342bdac51fde9cdee332b72f55_CG-Breakthrough%20Pre%20Footer.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c227636e168ca78890_263119e18538711da43305c3cee575de_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20%E2%80%93%20PreFooter.png)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Career Opportunities at Connor Group
# We don’t believe in glass ceilings

We’re looking for high achievers, challenge seekers, and fearless experts to support and reward.

[Our Opportunities](https://connorgp.wd12.myworkdayjobs.com/CG)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6800352f90e2b9d92e02d5ac_80c1d22ef58d670e611bb20add703003_CG-Breakthrough%20Professionals.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c1bfe83cba31c8a3d5_aa453d63ba74dbecdb9ed08ceb8a6f25_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20-%20Professionals.png)

[![Video Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/64271dce02b0cd8ed8545d8a_32a4b37e34e09ae06470ce00d054825c_IMG-Video-Placeholder.png)](https://www.connorgp.com/career/experienced-professionals#)

Connor Group from Solden Services on Vimeo

![video thumbnail](https://i.vimeocdn.com/video/1647023520-bec92b84fd6f4ff88b8aa0b8d3bbb29ef3e43293247069fbef8a6a63fd082967-d?mw=80&q=85)

Playing in picture-in-picture

Play

00:00

01:30

CC/subtitles

Settings

Transcript

Fullscreen

Show controls

QualityAuto

CC/subtitlesOff

## Ready to tackle big challenges?

### Breakthrough  Work

2K+

Companies Supported

### High-Growth  Companies

$4.0T

Valuation of Clients Helped to IPO

### Complex  Transactions

750+

M&A Deals and IPOs Supported

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

## Some clients we've helped break through

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67e5bc2364922186524e143c_a8437f933ea5f2805da3fc2e0b9e8ca8_OpenAI_Logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaaaffa84da0f783db3_Liquid%20Death.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daa97b6503477a47c592_8d3a4dddf21b80ee23ac30ecf5c7fbbf_jazzpharma_logo_fullcolor.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaab369f414b2198886_HubSpot_Logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa03e8df3d00e2ea1f_UIPath.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68dc25ca774101a9ac1ec930_WHOOP_Logo_Black.svg%201.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68dc259a12fff6ae9263b9bc_Uber_logo_2018.svg)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa14455d21c7eb726d_Duolingo_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daa92ffa86a7325266c4_Coupa.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa14455d21c7eb7271_Roku_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaaa2698e39a958e3c9_Lyft.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa037aa2c394186b0c_APP_BIG-50063fef.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68dc25f8bfe251b0f46c6d94_Coinbase.svg%201.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaaff0330928b645730_Seatgeek_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa341d60fb6e62f628_Etsy_logo.svg.png)

## Building a strong AI foundation

With secure ChatGPT, Gemini, Claude, Perplexity, and Numero for all employees, weekly AI training courses, and internal development, our teams consider how AI fits into every engagement.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d4879b364463ee705a40e9_ChatGPT.png)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68daef507e9996ccc9e1877b_Perplexity.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d4879b9951cf53bc60cdc8_Numero.png)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d4879b8820ba4dfe7817a0_Gemini.png)

## All the challenging problems we solve

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d85f6d2de7f290dc298b3c_Jigsaw%201%20-%20Bottom.svg)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d85f6d105b5ac81fba72a9_Jigsaw%201%20-%20Top.svg)

### Leveraging technology for effective transformation

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d85f6d4814d0df92b2a6f6_Jigsaw%202%20-%20Bottom.svg)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d85f6dae63c64bddbe3e76_fc0333553f8ec94fe45349c64ec9740b_Jigsaw%202%20-%20Top.svg)

### Scaling the finance function for business growth

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d85f6d4e567013b2d85ffc_Jigsaw%203%20-%20Bottom.svg)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d85f6dba6e8704467eb1f7_Jigsaw%203%20-%20Top.svg)

### Navigating complex transactions (IPO, liquidity, M&A)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d85f6d71c1e30894a20186_Jigsaw%204%20-%20Bottom.svg)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d85f6dfc4bb04d3064f406_Jigsaw%204%20-%20Top.svg)

### Deploying specific, practical accounting expertise

## Award-winning technology implementation with an  unbiased perspective

### Choose your own  journey

Use path options, transparent expectations, and no tenure rules to chart your course and advance based on performance.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d86c73b8e5d7f8e81a9526_Performance%20Grid%20I03mage.png)

### Build your brand and network

With a mentor and a deep network to support you, achieve your breakthrough goals while helping clients reach theirs.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d86c7292c75a0a4adbc154_5ebdc0b15e982711dbbc2f4d7a0c71cc_Performance%20Grid%20I02mage.png)

### Learn and advance your career

We invest heavily in your education and development opportunities to prepare you for whatever’s next.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d86c723d654bd878da6f00_Performance%20Grid%20I01mage.png)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

## Competitive benefits

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68002d915ba1612770e2fca9_Ball.png)

### Hybrid and onsite with clients

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68002d915ba1612770e2fca9_Ball.png)

### Flexible time off and holidays

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68002d915ba1612770e2fca9_Ball.png)

### Complete healthcare benefits

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68002d915ba1612770e2fca9_Ball.png)

### Company-match 401K

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68002d915ba1612770e2fca9_Ball.png)

### Paid leave (parental and military)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68daf8a00c785af44ed4e282_Data%20(1).png)

## What our people say about us

### Maisha Wilson

##### Partner

"We all come to Connor Group with different levels of experience, but collectively we work together as a team and every voice is valued. We encourage our teams to be open to venturing outside their comfort zones. It’s amazing to see them as they progress in their careers at the firm."

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cd4cd90971bacce034107_ce75f313c2a0b75f361cb50ce4f6b05a_Testimonial-Maisha_Wilson.png)

### Jordan Teitelbaum

##### Partner \| IPO Services Leader

"It never gets old when a client tells me that Connor Group employees are “worth their weight in gold.” Not only are these clients impressed with our technical expertise and ability to get things done, but the way we effectively partner with clients’ teams proves invaluable for building long-term impact."

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cd510791fc73b9e3125f3_d093ca277f1799285483ccddb244348b_Testimonial-Jordan_Teitelbaum.png)

### Caroline Yan

##### VP Controller, Illumio (Connor Group from 2014-2022)

"Connor Group accelerated my career. With no defined path or pace of growth, you create your own, as long as you put in the work and passion. I also gained a strong network inside and outside the accounting industry and the mentorship I received will benefit me for decades."

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640f5ac8276540f22443b4e8_a00470f3e256bb11de35d36885714388_Testimonial-CarolineYan.png)

### Joanna Lynch

##### Partner \| IPO Services Leader

"Connor Group gives you great opportunities to work on a variety of interesting transactions, clients, and industries with smart people you can count on and learn from. What you do with those opportunities is up to you. You truly get to own and drive your career."

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cd5de3ecaf8fdc53ca4b9_8871e670adc7d63f3cc1df46bedf4ece_Testimonial-Joanna_Lynch.png)

### Darien Williams

##### Former Senior, Technical Accounting

"If you’re looking for a job where you’ll try your hand at  something new daily, make lifelong friends who genuinely care for you, and work with Partners who want to see you grow as a professional, then how could  you not consider Connor Group?"

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cd60344ffd03a3a9c256a_46765b770b108339d9730fc36a5f66fb_Testimonial-Darien-Williams.png)

### Andrew Loaiza

##### Former Director, Managed Services

"Since joining Connor Group, I have been pleasantly surprised by the level of camaraderie, even in a virtual/mostly remote environment. Also, this same atmosphere leads to helping out with client work; I can ask a question and get a response within minutes from almost anyone in the Managed Services group."

![Testimonial Headshot](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cd6412e2b16cae220dbf2_e2fef988ac419d02b623f2b23d006f41_Testimonial-Andrew-Loaiza.png)

### Sonia Daryani

##### Senior Manager, Digital Solutions

"My experience has been truly exceptional. Multi-faceted projects help enhance my technical and functional knowledge. Every day is full of hurdles and we work with different functional experts to overcome these with innovative thinking. It's like solving a very intricate puzzle."

![Testimonial Headshot](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cd54744ffd0819d9c1b7a_41c97fac998718c4d073c0e0fb9c300a_Testimonial-Sonia-Daryani.png)

![Left Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de8285a306552a63f93a_Left%20Arrow.svg)

![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de823f9feb53ac05f413_Right%20Arrow.svg)

## Find a role that maximizes your potential

[See open Roles](https://connorgp.wd12.myworkdayjobs.com/CG)

## **We’d love to** **keep you in mind**

Are you open to staying in touch? We’ll keep your information confidential and promise to share our exciting opportunities.

reCAPTCHA

Recaptcha requires verification.

I'm not a robot

reCAPTCHA

Thank you for submitting your profile!

Oops! Something went wrong while submitting the form.

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

reCAPTCHA

## System Admin Support
# System Admin Support Request

## **Welcome! Submit your request below.**

You can submit your request via email: [NS\_Admin\_Support@connorgp.com](mailto:NS_Admin_Support@connorgp.com?subject=System%20Admin%20Support%20Request)

## Priority

CriticalHighMedium

## Contact Info

## Request Type

NetSuite: Issue Analysis & ResolutionNetSuite: Access & Role PermissionsNetSuite: Development & ConfigurationNetSuite: Documentation & TrainingNetSuite: General A&A & Best PracticesNetSuite: Search & ReportingBlackLine: Issue Analysis & ResolutionBlackLine: Access & Role PermissionsIntegration: Issue Analysis & ResolutionIntegration: Development & ConfigurationIntegration: Documentation & TrainingIntegration: General A&A & Best Practices

## Request

reCAPTCHA

Recaptcha requires verification.

I'm not a robot

reCAPTCHA

Checking your Browser…

Verifying...

Stuck? [Troubleshoot](https://challenges.cloudflare.com/cdn-cgi/challenge-platform/h/b/turnstile/f/ov2/av0/rch/jv70c/0x4AAAAAAAQTptj2So4dx43e/auto/fbE/new/normal?lang=auto#refresh)

Success!

Verification failed

[Troubleshoot](https://challenges.cloudflare.com/cdn-cgi/challenge-platform/h/b/turnstile/f/ov2/av0/rch/jv70c/0x4AAAAAAAQTptj2So4dx43e/auto/fbE/new/normal?lang=auto#refresh)

Verification expired

[Refresh](https://challenges.cloudflare.com/cdn-cgi/challenge-platform/h/b/turnstile/f/ov2/av0/rch/jv70c/0x4AAAAAAAQTptj2So4dx43e/auto/fbE/new/normal?lang=auto#refresh)

Verification expired

[Refresh](https://challenges.cloudflare.com/cdn-cgi/challenge-platform/h/b/turnstile/f/ov2/av0/rch/jv70c/0x4AAAAAAAQTptj2So4dx43e/auto/fbE/new/normal?lang=auto#refresh)

[Troubleshoot](https://challenges.cloudflare.com/cdn-cgi/challenge-platform/h/b/turnstile/f/ov2/av0/rch/jv70c/0x4AAAAAAAQTptj2So4dx43e/auto/fbE/new/normal?lang=auto#refresh)

[Privacy](https://www.cloudflare.com/privacypolicy/) • [Help](https://challenges.cloudflare.com/cdn-cgi/challenge-platform/help)

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

reCAPTCHA

## Career Growth Internships
# Don’t just break in, break through

Internships that grow your career faster and recognize your accomplishments, not your tenure.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6800352ec175fde8d4e5dfb1_575fa75c5bd5bc49bfce1e685fa06d2a_CG-Breakthrough%20Interns.png)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/680045c13a82336c2b2a617a_4c70e8573d7d2989ad520c0465867a11_CG-Breakthrough%20%E2%80%93%20Big%20Mobile%20-%20Interns.png)

[![Video Thumbnail](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/64271dce02b0cd8ed8545d8a_32a4b37e34e09ae06470ce00d054825c_IMG-Video-Placeholder.png)](https://www.connorgp.com/career/students-and-interns#)

Connor Group from Solden Services on Vimeo

![video thumbnail](https://i.vimeocdn.com/video/1647023520-bec92b84fd6f4ff88b8aa0b8d3bbb29ef3e43293247069fbef8a6a63fd082967-d?mw=80&q=85)

Playing in picture-in-picture

Play

00:00

01:30

CC/subtitles

Settings

Transcript

Fullscreen

Show controls

QualityAuto

CC/subtitlesOff

## Recruiting onsite at top accounting and business schools

[![School Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640de666317316392b9956eb_TexAustin.jpg)](https://www.utexas.edu/)

[![School Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640de677045ae2085076041c_BYUProvo.jpg)](https://www.byu.edu/)

[![School Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640de6854b3f34c9d526da0e_Illionis.jpg)](https://illinois.edu/)

[![School Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640de6c2c374bcca2bc397e3_SoutherCal.jpg)](https://www.usc.edu/)

[![School Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640de713045ae2049d760c10_TexasAM.jpg)](https://www.tamu.edu/)

[![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/687fb186a7ee9724d6652385_UW%20logo%20500x400.png)](https://www.washington.edu/)

[![School Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640de6e6299a5304abd716ac_NotreDame.jpg)](https://www.nd.edu/)

[![School Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640de6fbf79bec8f9059a58b_Cal-Berkly.jpg)](https://www.berkeley.edu/)

[![School Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640de7272e2b1643de310d33_ASU.jpg)](https://www.asu.edu/)

[![School Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640de735299a531329d71e80_Bentley.jpg)](https://www.bentley.edu/)

[![School Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/687fb0753f8255aa53201405_Boston%20College%20500x400.png)](https://www.bc.edu/)

[![School Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/687fb07bca5f8708c68fce78_NYU%20Logo%20500x400.png)](https://www.nyu.edu/)

[![School Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640de769791fc7142d426f60_SantaClara.jpg)](https://www.scu.edu/)

[![School Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640de775346b3483992b2f16_Gonzaga.jpg)](https://www.gonzaga.edu/)

[![School Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68ed50bde5cffecf3e3e92dd_Penn%20State.png)](https://www.gonzaga.edu/)

## Ready to tackle big challenges?

### Breakthrough  Work

2K+

Companies Supported

### High-Growth  Companies

$4.0T

Valuation of Clients Helped to IPO

### Complex  Transactions

750+

M&A Deals and IPOs Supported

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

## Some clients we've helped break through

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67e5bc2364922186524e143c_a8437f933ea5f2805da3fc2e0b9e8ca8_OpenAI_Logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaaaffa84da0f783db3_Liquid%20Death.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa1e20d304db24c969_10X-Genomics.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaab369f414b2198886_HubSpot_Logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa03e8df3d00e2ea1f_UIPath.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daa97b6503477a47c592_8d3a4dddf21b80ee23ac30ecf5c7fbbf_jazzpharma_logo_fullcolor.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa037aa2c394186b0c_APP_BIG-50063fef.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa14455d21c7eb726d_Duolingo_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daa92ffa86a7325266c4_Coupa.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa14455d21c7eb7271_Roku_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaaa2698e39a958e3c9_Lyft.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaaa10dfac136bcb358_BioMe%CC%81rieux_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa3d05af6eef257eee_621592d70877da8a1ba7b165_athletic-greens-1.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaaff0330928b645730_Seatgeek_logo.svg.png)

![Client Logo](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/67f6daaa341d60fb6e62f628_Etsy_logo.svg.png)

## Building a strong AI foundation

With secure ChatGPT, Gemini, Claude, Perplexity, and Numero for all employees, weekly AI training courses, and internal development, our teams consider how AI fits into every engagement.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d4879b364463ee705a40e9_ChatGPT.png)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68daef507e9996ccc9e1877b_Perplexity.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d4879b9951cf53bc60cdc8_Numero.png)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d4879b8820ba4dfe7817a0_Gemini.png)

## All the challenging problems we solve

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d85f6d2de7f290dc298b3c_Jigsaw%201%20-%20Bottom.svg)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d85f6d105b5ac81fba72a9_Jigsaw%201%20-%20Top.svg)

### Leveraging technology for effective transformation

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d85f6d4814d0df92b2a6f6_Jigsaw%202%20-%20Bottom.svg)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d85f6dae63c64bddbe3e76_fc0333553f8ec94fe45349c64ec9740b_Jigsaw%202%20-%20Top.svg)

### Scaling the finance function for business growth

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d85f6d4e567013b2d85ffc_Jigsaw%203%20-%20Bottom.svg)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d85f6dba6e8704467eb1f7_Jigsaw%203%20-%20Top.svg)

### Navigating complex transactions (IPO, liquidity, M&A)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d85f6d71c1e30894a20186_Jigsaw%204%20-%20Bottom.svg)![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d85f6dfc4bb04d3064f406_Jigsaw%204%20-%20Top.svg)

### Deploying specific, practical accounting expertise

## Our internships are  ‍career acceleration machines

### Real client experience and network building

Work alongside Connor Group professionals to perform impactful client tasks and grow your career while you expand your network exponentially.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d9bd1dc9027aee8bf1c677_Performance%20Grid%20I04mage.png)

### Job offers  and promotions

A successful internship typically leads to an elevated/increased full-time job offer.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d9bd1db8c8966dea2736bf_Performance%20Grid%20I05mage.png)

### Pitch your ideas to firm leaders

All interns participate in a “Shark Tank”-style business competition held in NYC. Winners take home cash and consideration for investment.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d9bd1dfd520f7aa43bbad7_Performance%20Grid%20I06mage.png)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1d76d2a9154d4ee8f4e4c_Ball.svg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d1da1f51b6f02fa62ca78a_Ball%20Reflection.svg)

## Recent Intern Experiences

### Allysha Mae Mateo

##### BS Accounting and MAcc, Brigham Young University \| Intern 2022, Full-time 2023, Promoted 2024

"One of the people on my engagement team at Connor Group came from Big 4 and she said the level of responsibility and work I'm doing during my summer internship is similar to what she was doing at a Big 4 firm as an experienced professional."

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cd2cfba45fe05b99117d4_6db54ef91c5e74f1dca615284da21ce7_Testimonial-Allysha-Mateo.png)

### Parker Sherwood

##### BS Accounting and MAcc, Brigham Young University \| Intern 2022-23, Full-time 2023, Promoted 2024

"Being asked to extend my internship by working for Connor Group part-time during the school year was a dream come true. The work I do is really, really cool. It's totally flexible with my education and it pays better than other jobs."

‍

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/640cd436299a53cd2fc5ae19_0301505d3cc3f1a346b75c8c44933571_Testimonial-Parker-Sherwood.png)

### Ethan Christopher

##### **BBA Accounting, The University of Texas at Austin \|**  **Intern 2024, Full-time 2025**

"The internship was iconic! I was intrigued by the unique things that Connor Group brings to the table for interns. Mentoring is not super prevalent in Big 4 internships, but the mentorship at Connor Group was amazing. We completed real work, not something manufactured for interns."

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6747423ac9b741e9cd5c48f0_5fc0d4dbaca357fef3f5b4db53f9a776_EthanChristopher%20-%20intern%20cropped.png)

### Maia Rondinelli

##### **BBA Accounting and MS MIS, Texas A&M University \| Intern 2023, Full-time 2025**

"Super beneficial. I received hands-on experience and learning. You can explore what you're interested in and be supported at every level. I like the technology and system side and I’m excited to have accepted a full-time position with Connor Group."

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/6747435c76816a2255ff0399_f16b4a397092ef77ddc58558670c8581_MaiaRondinelli%20-%20intern-cropped.png)

### Narayan Murti

##### **MA Mathematics and Philosophy, University of St Andrews Scotland \| Intern 2024, Full-time 2025**

"Massive positives! A truly amazing experience. The experience was engaging and all encompassing. It was real work that was interesting and impactful. And it was fun! I had consistent support to make my internship successful. I am happily joining Connor Group full-time next fall."

![Profile Picture](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/674741c3ad8257aab9320da4_efd871a755e456cea34881cd1bfb7fcd_Narayan%20Murti%20-%20intern.png)

![Left Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de8285a306552a63f93a_Left%20Arrow.svg)

![Right Arrow](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e2de823f9feb53ac05f413_Right%20Arrow.svg)

## An on-site, unforgettable onboarding

Come together with peers from the best accounting and business schools in the nation for connection, direction, and a lot of fun.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d9c12ec9027aee8bf2208e_AV6A4030%20(1).jpg)

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d9c12e90785be30ca3d17c_AV6A4204%20(1).jpg)

## What to expect with a Connor Group internship

### How long do internships last?

- Internships last nine weeks and run from the first week of June until the second week of August.

### Where can I intern?

- Our internships are hybrid, in office two-three days per week. They include a week of in-person onboarding in our Salt Lake City office.

### Who will I report to?

- Serving on one or more client engagement teams, you’ll report to a supervisor who provides clear direction. You will also have a director or partner-level mentor to oversee your internship experience and performance.

### Who will I work with?

- Clients and Connor Group engagement teams

### What will I do as an intern?

- Perform client billable work in our six solution areas:
- Digital Solutions
- Accounting Advisory
- Financial Close & Reporting
- IPO Services
- Transformation & Risk
- M&A Services

### How will an internship help develop my career?

- As an advisory intern at Connor Group, you will have the opportunity to do client billable work, gaining meaningful experience. Most interns will work on multiple clients, doing multiple things--a formula for accelerated growth.

### Will there be opportunities to network?

- Form lasting relationships with team members and other interns through local and virtual meetings, events, and activities.
- Develop your professional network by getting to know clients, partners, and their contacts. Connor Group’s network is extensive.

### What makes your Connor Group internship unique and valuable?

- Our interns participate in a "Shark Tank" capstone event to pitch innovative ideas on how to grow Connor Group. The winners are rewarded with cash prizes, and the ideas are evaluated for investment and implementation.

![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/68d9de711e248e43dde122bd_Group%201305%20(1).png)

## Let’s get this breakthrough started

Learn more about upcoming campus visits, presentations, events, and summer opportunities by connecting directly with our campus recruiting team.

[Let’s Connect](mailto:jaron.chatterley@connorgp.com?subject=I%27m%20interested%20in%20a%20Connor%20Group%20Internship)

reCAPTCHA

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

## IPO Market Insights
# IPO Market Trends

As we navigate through the dynamic and ever-evolving landscape of initial public offerings, it's essential to stay updated on the latest developments that shape the market. Here are some key insights from the first half of 2024 and projections that highlight both the opportunities and challenges within the IPO sector:

- The first few months of 2024 ushered in promising signs of the IPO market, with several high-profile IPOs, including Reddit, Astera Labs, Kyverna, and Alto Neuroscience. These transactions had substantial capital raises and impressive market debuts (including 30%-50% price “pops”).
- Despite the notable Q1 IPOs, the window for the broader IPO market is still uncertain.  However, momentum is building for a robust second half of 2024 and a promising outlook for 2025 across various transaction markets, including IPOs, M&A, and private company financing.
- Market indices teetered to unprecedented heights, buoyed by robust Q4 earnings and encouraging economic indicators. Notably, small-cap stocks have entered positive territory, signaling a broader bullish sentiment. That’s a welcome sign for investors since a broader rally drives healthier economic growth: when the market’s gains don’t depend on just a handful of companies, they’re less vulnerable to pullbacks.
- These positive sentiments are, of course, countered by the Fed’s newfound hesitancy over the timing and frequency of three initially forecasted quarter-point rate decreases in 2024. Due to recent geopolitical developments, particularly in the Middle East and Russia/Ukraine, coupled with inflationary pressures, are likely to delay anticipated Federal Reserve rate decreases. This uncertainty contributes to a still choppy market environment, challenging companies to navigate through fluctuating conditions.
- With heightened selectivity among bankers, there's a notable focus on identifying the "cream of the crop" companies for IPOs, intensifying competition for market access.

These multifaceted challenges underscore the critical need for strategic foresight and proactive planning in today's IPO market landscape.  Finance teams should be acting now on critical areas, including deferred maintenance, investment in systems, financial statement and audit preparation, and controls assessments. Contact Connor Group now to discuss how you can make sure you are ready to roll when the IPO window opens.

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640c6ff9a3ea6409a8dc9bf2_ProPic-Joanna_Lynch.jpg)

### Joanna Lynch

Partner, Technical Accounting

[LinkedIn](https://www.linkedin.com/in/joanna-lynch-501a0022/)

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/660718bf38f6d8a76b14bcc6_ProPic-Jordan_Teitelbaum.jpg)

### Jordan Teitelbaum

Partner, Financial Operations

[LinkedIn](https://www.linkedin.com/in/jordan-teitelbaum-cpa-36205441/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Co-CGI Supsenior Position
# Colorado

# Pay Transparency Act

Compensation range:

$91,780 - 124,200

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## New York CGI Manager
# New York

# Pay Transparency Act

Compensation range:

$114,000 - 180,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## CGI Manager Opportunity
# California

# Pay Transparency Act

Compensation range:

$105,360 - 180,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

## Job Opportunity Overview
# Colorado

# Pay Transparency Act

Compensation range:

$127,860 - 165,600

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Director Position Overview
# Washington

# Pay Transparency Act

Compensation range:

$173,040 - 267,900

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Senior Position Overview
# Washington

# Pay Transparency Act

Compensation range:

$78,060 - 110,920

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Co-DS Director Position
# Colorado

# Pay Transparency Act

Compensation range:

$169,080 - 262,200

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## California Manager Position
# California

# Pay Transparency Act

Compensation range:

$130,740 - 220,00

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## NY DS Director Salary
# New York

# Pay Transparency Act

Compensation range:

$186,000 - 285,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## California DS Manager
# California

# Pay Transparency Act

Compensation range:

$105,360 - 180,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Washington Job Opportunity
# Washington

# Pay Transparency Act

Compensation range:

$94,210 - 126,900

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Senior Data Science Careers
# California

# Pay Transparency Act

Compensation range:

$94,210 - 135,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## NY CGI Associate Careers
# New York

# Pay Transparency Act

Compensation range:

70,200 - 98,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## New York DS Associate
# New York

# Pay Transparency Act

Compensation range:

$70,200 - 98,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Data Science Associate
# California

# Pay Transparency Act

Compensation range:

$64,908 - 98,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Senior CGI Position
# Colorado

# Pay Transparency Act

Compensation range:

$74,604-108,560

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

## Senior Data Science Position
# New York

# Pay Transparency Act

Compensation range:

$84,000 - 118,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Data Science Manager Role
# Colorado

# Pay Transparency Act

Compensation range:

$102,840 - 165,600

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## WA CGI Associate
# Washington

# Pay Transparency Act

Compensation range:

$64,908 - 92,120

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## CGI Director Position
# New York

# Pay Transparency Act

Compensation range:

$186,000 - 285,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## California CGI Careers
# California

# Pay Transparency Act

Compensation range:

$78,060 - 118,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Senior Manager Job Listing
# California

# Pay Transparency Act

Compensation range:

$130,840 - 220,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Career Opportunities
# Colorado

# Pay Transparency Act

Compensation range:

$63,144 - 90,160

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Senior Data Scientist Careers
# California

# Pay Transparency Act

Compensation range:

$78,060 - 118,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Data Science Manager Role
# New York

# Pay Transparency Act

Compensation range:

$141,000 - 180,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## CGI Manager Position
# Colorado

# Pay Transparency Act

Compensation range:

$102,840 - 165,600

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## New York CGI Manager
# New York

# Pay Transparency Act

Compensation range:

$141,000 - 220,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## CGI Associate Careers
# California

# Pay Transparency Act

Compensation range:

$64,908 - 98,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## New York Job Opportunity
# New York

# Pay Transparency Act

Compensation range:

$141,000 - 220,000

In addition employee may be eligible for an annual discretionary bonus. Actual compensation within that range is dependent upon the employee’s performance, skills, experience and qualifications.

For a general description of all employment benefits, [click here](https://www.connorgp.com/career/experienced-professionals).

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## AI Technology Types Overview
# Exploring AI Technology Types

The world of artificial intelligence (AI) is multifaceted and will continue to expand with many new technologies coming to market. In reflecting back on the evolution of on-premise technologies and then later SaaS systems, we anticipate the rise of three predominant types of 3rd party AI applications: Purpose-built AI technology, Embedded AI, and AI Platforms. In general, each has its own benefits and drawbacks, providing businesses with tools to leverage AI's full potential. Understanding these types of technologies will help CFOs and IT leaders develop their AI strategies and plans. Let's delve into the specifics of these AI types, evaluating their benefits and drawbacks.

‍

## 1\. Purpose-Built AI Technology

### Definition:

These AI tools are tailored for specific uses like digital marketing, accounting, or data analytics, streamlining tasks and boosting automation in areas that were traditionally manual or cumbersome.

‍

### Benefits:

- Speed to Market: Since they're designed for specific tasks, they can be developed, tested, and rolled out faster.
- Best Point Solutions: Offers tailor-made solutions for precise business requirements.
- Simplicity & Efficiency: Easily implemented and straightforward to use.
- Cost-Effective: Focused design means they might be cheaper than broader AI systems.

‍

### Drawbacks:

- Narrow Scope: their applications will be more limited, especially at the outset
- AI Application Proliferation: a strategy of using these tools could result in a surge of these AI tools. Integrating data and processes becomes very challenging.
- Reduced long-term value: The disjointed nature of having many systems might hinder AI's long-term potential, which is being able to drive value across an organization’s functions and systems.

These AI tools will allow companies to quickly adopt AI and start reaping the rewards at a reasonable cost. However, these tools may limit AI’s long-term value if companies adopt too many of these point solutions.

‍

## 2\. Embedded AI

### Definition:

These AI tools are integrated into existing SaaS applications like Salesforce or NetSuite, enhancing their capabilities and streamlining operations.

‍

### Benefits:

- Low Cost: companies will likely get access to these AI enhancements either freely or at a minimal cost.
- Compatibility: Designed for pre-existing systems, ensuring swift implementation.
- Quick Adoption: Being part of a familiar environment, users can quickly adapt to these tools.
- Added ROI to Current Tech: added AI embedded in current systems increases the value and uses of existing technology
- Limit New Systems: Adding AI to existing systems means fewer systems are added to the tech stack.

‍

### Drawbacks:

- Value Limitation: The AI's utility is restricted to its parent system.
- Lack of Consolidation: Even though it doesn't add to the system's proliferation, it doesn't consolidate systems and data either, potentially limiting AI's value.
- Dependency on Existing Systems: Placing reliance on existing SaaS providers likely means AI capabilities will take longer to be available and may not match the user's needs.

These AI tools will allow companies to add AI to their existing tech stack and realize more value from their existing systems. They will also make the adoption of AI the easiest. However, it will likely take longer to get access to meaningful AI capabilities, and AI may be highly constrained as it will sit within the walls of pre-built systems with predefined uses.

‍

## 3\. AI Platforms

### Definition:

These are versatile AI systems that come with many capabilities and without a predefined use. They can be molded to fit across various organizational functions and processes.

‍

### Benefits:

- Adaptability: The most flexible AI type, reshaping as per organizational needs.
- Holistic Application: This can be employed across multiple functions, making it a centralized powerhouse.
- Tech Stack Simplification: Might reduce or eliminate other systems, simplifying the technical landscape.
- Highest Long-Term Value: Having a single (or few) AI platforms means companies will be able to yield the full value of AI by leveraging many capabilities and data across the organization.

‍

### Drawbacks:

- Higher Costs: The initial licensing might be pricier, although other expenses might be offset.
- Complex Implementation: With its broad scope, its integration might require more time, effort, and expertise.
- Time-to-Market: Due to its comprehensive nature, it’s expected that powerful AI platforms will take the longest to develop and bring to market.
- Depth vs. Breadth: Might not be as effective in specific areas as the purpose-built counterparts.

These AI tools will give companies the broadest and most expansive AI capabilities with the power to leverage the value of AI across the organization fully. However, these tools are some time away from being available and, when available, will likely require fairly large and complex programs to truly derive value from the capabilities offered.

‍

## Conclusion

AI's future landscape is bound to be rich and varied, with each of the three types catering to different business needs. As CFOs and IT leaders develop their AI strategy, they should consider the above to help determine the path they should take to avoid creating an environment rich with AI but poor in automation and value. Executives should also create plans that are adaptable so they can course correct as new AI technology becomes available.

In navigating the dynamic landscape of artificial intelligence, understanding the nuances of Purpose-built AI, Embedded AI, and AI Platforms is crucial for informed decision-making. Each of these AI types offers a unique set of advantages and challenges, empowering businesses in distinct ways. To embark on this transformative journey, we encourage CFOs and IT leaders to seek expertise and guidance from specialists well-versed in these AI domains. At Connor Group, our AI subject matter experts stand ready to collaborate with you, providing practical AI solutions tailored to your organization's needs. By leveraging their insights and expertise, you can not only stay ahead of the AI curve but also build a powerful technology strategy that maximizes automation and value. As AI continues to evolve, let's embark on this exciting journey together, adapting and thriving in a world of boundless possibilities.

If you're seeking to develop a strategy or explore AI's benefits, [contact Connor Group](https://p.connorgp.com/ConnorGroup_AI_Automation). We'll share our experiences and help you create a practical AI and automation roadmap.

‍

### Authors

#### Jason Pikoos

Managing Partner, Client Experience

‍

#### Lauren Bowe

Partner, Automation and Analytics Leader

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## 2024 Promotions Announced
## **Announcing Connor Group’s 2024 Promotions**

Connor Group is proud to announce that 101professionals across the firm have been promoted to new roles in their respective business units, effective July 1, 2024.

Please join us in congratulating the following professionals on their promotions.

‍

**Colin M.** Partner, Mergers & Acquisitions

**Bryce D.** Director, Financial Operations

**Nicole G.** Director, Financial Operations

**Cindy G.** Director, Financial Operations

**Boyd M.** Director, Managed Services

**Yuchen Q.** Director, Digital Solutions - Systems

**Jaime R.** Director, Financial Operations

**Alicia R.** Director, Technical Accounting

**Garrett V.** Director, Technical Accounting

**Mary A.** Senior Manager, Interim Billable

**Matthew B.** Senior Manager, Financial Operations

**Brendon B.** Senior Manager, Technical Accounting

**Brennan B.** Senior Manager, Managed Services

**Hunter B.** Senior Manager, Managed Services

**Lily C.** Senior Manager, Managed Services

**Benjamin D.** Senior Manager, Technical Accounting

**Sonia D.** Senior Manager, Digital Solutions - Automation & Analytics

**Amber F.** Senior Manager, Technical Accounting

**Ken G.** Senior Manager, Technical Accounting

**Joshua H.** Senior Manager, Financial Operations

**Afton H.** Senior Manager, Digital Solutions- Automation & Analytics

**Valerie H.** Senior Manager, Digital Solutions - Systems

**Paxton I.** Senior Manager, Technical Accounting

**Alec J.** Senior Manager, Digital Solutions - Center of Excellence

**Niki K.** Senior Manager, Managed Services

**Heather K.** Senior HR Business Partner, Human Resources

**Kristina L.** Senior Manager, Technical Accounting

**Karlene M.** Senior Manager, Financial Operations

**Erin O.** Senior Manager, Technical Accounting

**Hannah O.** Senior Manager, Technical Accounting

**Marissa P.** Senior Manager, Marketing

**Brett P.** Senior Manager, Technical Accounting

**Zach R.** Senior Manager, Managed Services

**Michael R.** Senior Manager, Financial Operations

**Shiri S.** Senior Manager, Recruiting

**Joel S.** Senior Manager, Digital Solutions - Automation & Analytics

**Nargiz T.** Senior Manager, Managed Services

**Jonathan T.** Senior Manager, Technical Accounting

**Brandon T.** Senior Manager, Managed Services

**Cory W.** Senior Manager, Managed Services

**Winston W.** Senior Manager, Technical Accounting

**Timothy Y.** Senior Manager, Financial Operations

**Matt Z.** Senior Manager, Financial Operations

**Duncan B.** Manager, Managed Services

**Whitney B.** Manager, Mergers & Acquisitions

**Jessica B.** Manager, Operations

**Julia B.** Manager, Operations

**Mark B.** Manager, Technical Accounting

**Jay C.** Manager, Technical Accounting

**Connor C.** Manager, Technical Accounting

**Mayer G.** Manager, Technical Accounting

**Anuja G.** Manager, Financial Operations

**Emma G.** Manager, Digital Solutions - Systems

**Chris H.** Manager, Mergers & Acquisitions

**Shawn H.** Manager, Managed Services

**Kim J.** Manager, Digital Solutions - Systems

**Erik K.** Manager, Technical Accounting

**Artur K.** Manager, Technical Accounting

**Allie L.** Manager, Digital Solutions - Automation & Analytics

**Tiffany L.** Manager, Financial Operations

**Marcus L.** Manager, Managed Services

**Nibha M.** Manager, Digital Solutions - Automation & Analytics

**Keegan M.** Manager, Managed Services

**Kaitlyn M.** Manager, Financial Operations

**Erik M.** Manager, Financial Operations

**Marilyn M.** Manager, Learning & Development

**Mike N.** Manager, Technical Accounting

**Drew S.** Manager, Mergers & Acquisitions

**Melda S.** Manager, Managed Services

**Brian W.** Manager, Managed Services

**Tony Z.** Manager, Managed Services

**Daniel A.** Supervising Senior, Managed Services

**Robert B.** Supervising Senior, Managed Services

**Reed C.** Supervising Senior, Technical Accounting

**Kyle C.** Supervising Senior, TechnicalAccounting

**Madiha F.** Supervising Senior, Technical Accounting

**Liam J.** Supervising Senior, Financial Operations

**Mark L.** Supervising Senior, Technical Accounting

**Donaji L.** Supervising Senior, Interim Billable

**Cameron L.** Supervising Senior, Financial Operations

**Angelica M.** Supervising Senior, Interim Billable

**Andrew L.** Senior Consultant 2, Digital Solutions - Center of Excellence

**Quinn C.** Senior Consultant 2, Digital Solutions - Systems

**Zac P.** Senior Consultant 2, Digital Solutions - Systems

**Chase C.** Senior Developer, Digital Solutions - Automation & Analytics

**Kiran K.** Senior Developer, Digital Solutions - Automation & Analytics

**Aditya P.** Senior Developer, Digital Solutions - Automation & Analytics

**Natalie B.** Senior, Financial Operations

**Tanner D.** Senior, Financial Operations

**Betty F.** Senior, Financial Operations

**Jake F.** Senior, Technical Accounting

**Jenny K.** Senior, Managed Services

**Roger L.** Senior, Financial Operations

**Allysha M.** Senior, Financial Operations

**Parker S.** Senior, Financial Operations

**Victoria H.** Senior Analyst, Operations

**Dhiraj K.** Senior Consultant 1, Digital Solutions - Systems

**Ricky T.** Senior Consultant 1, Digital Solutions - Center of Excellence

**Hailey H.** Product Manager, Research & Development

**Eric Y.** Product Manager, Research & Development

‍

‍

‍

‍

‍

‍

‍

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## 2025 Promotions Announcement
## **Announcing Connor Group’s 2025 Promotions**

Connor Group is proud to announce that 98 professionals across the firm have been promoted to new roles in their respective business units, effective July 1, 2025.

Please join us in congratulating the following professionals on their promotions!

**Ashley M.** \- Senior Director, National Operations

**David B.** \- Director, Financial Operations

**Josevy B.** \- Director, Managed Services

**Abbi B.** \- Director, Financial Operations

**Katie F.** \- Director, Technical Accounting

**Pranav K.** \- Director, Digital Solutions - Center of  Excellence

**Steven L.** \- Director, Managed Services

**Dominique L.** \- Director, Financial Operations

**Kevin L.** \- Director, Digital Solutions - Systems

**Casey M.** \- Director, Digital Solutions - Technology  & Innovation

**Daniel M.** \- Director, Technical Accounting

**Michelle M.** \- Director, Managed Services

**Eric N.** \- Director, Technical Accounting

**Samantha R.** \- Director, Digital Solutions - Automation  & Analytics

**Liz R.** \- Director, Managed Services

**Steven A.** \- Senior Manager, Financial Operations

**Mony A.** \- Senior Manager, Managed Services

**Raiza C.** \- Senior Manager, Digital Solutions  Operations

**Lauren C.** \- Senior Manager, Regional Operations

**Olamide E.** \- Senior Manager, Technical Accounting

**Connor G.** \- Senior Manager, Financial Operations

**Farin H.** \- Senior Manager, Technical Accounting

**Brendan H.** \- Senior Manager, M&A

**Ann L.** \- Senior Manager, Regional Operations

**Jalen L.** \- Senior Manager, Technical Accounting

**Michael M.** \- Senior Manager, Technical Accounting

**Nimesh P.** \- Senior Manager, Digital Solutions - Workday

**Andrew P.** \- Senior Manager, Managed Services

**Prerak R.** \- Senior Manager, Digital Solutions -  Automation & Analytics

**Matt S.** \- Senior Manager, Technical Accounting

**Ian S.** \- Senior Manager, Managed Services

**Farah Z.** \- Senior Manager, Regional Operations

**Delia A.** \- Manager, Financial Operations

**Aaron B.** \- Manager, Technical Accounting

**Sean B.** \- Manager, Technical Accounting

**John C.** \- Manager, Financial Operations

**Michelle C.** \- Manager, Business Development

**Victoria C.** \- Manager, M&A

**Kyle C.** \- Manager, Technical Accounting

**Brandon D.** \- Manager, Technical Accounting

**McCormick D.** \- Manager, Technical Accounting

**Shaymus D.** \- Manager, Technical Accounting

**Jeremy H.** \- Manager, Managed Services

**Khushbu J.** \- Manager, Financial Operations

**Glen K.** \- Manager, Technical Accounting

**Harsha K.** \- Manager, Financial Operations

**Monali K.** \- Manager, Digital Solutions - Systems

**Nicki L.** \- Manager, Digital Solutions - Systems

**Ulisses L.** \- Manager, Technical Accounting

**Linda N.** \- Manager, Managed Services

**Neil P.** \- Manager, Digital Solutions - Systems

**Sugandha P.** \- Manager, Financial Operations

**Bhoomi P.** \- Manager, Digital Solutions - Center of  Excellence

**Gabriel Q.** \- Manager, Technical Accounting

**Cynthia S.** \- Manager, Technical Accounting

**Shivani S.** \- Manager, Financial Operations

**Emily S.** \- Manager, Financial Operations

**Shelby S.** \- Manager, Marketing

**Christopher S.** \- Manager, Digital Solutions - Systems

**Pawal S.** \- Manager, Corporate Accounting

**Ryan T.** \- Manager, M&A

**Karima T.** \- Manager, Managed Services

**Pragya V.** \- Manager, Financial Operations

**Johnny Z.** \- Manager, Technical Accounting

**Natalie B.** \- Supervising Senior, Financial Operations

**Vatsal B.** \- Supervising Senior, Financial Operations

**Sam C.** \- Supervising Senior, Financial Operations

**Tanner D.** \- Supervising Senior, Financial Operations

**Jake F.** \- Supervising Senior, Technical Accounting

**Ryo G.** \- Supervising Senior, Technical Accounting

**Glen H.** \- Supervising Senior, Financial Operations

**David H.** \- Supervising Senior, M&A

**Taylor M.** \- Supervising Senior, Financial Operations

**Peter M.** \- Supervising Senior, Technical Accounting

**Isaac N.** \- Supervising Senior, Financial Operations

**Armeen S.** \- Supervising Senior, Technical Accounting

**Jacob H.** \- Senior Consultant II, Digital Solutions -  Systems

**Josiah S.** \- Senior Consultant II, Digital Solutions -  Automation & Analytics

**Raghav B.** \- Senior Developer, Digital Solutions -  Automation & Analytics

**Kevin H.** \- Senior Developer, Digital Solutions -  Automation & Analytics

**Jaskaran K.** \- Senior Developer, Digital Solutions -  Automation & Analytics

**Nick S.** \- Senior Developer, Digital Solutions -  Automation & Analytics

**Peter C.** \- Senior, Financial Operations

**Annie J.** \- Senior, Financial Operations

**Liz L.** \- Senior, Financial Operations

**Garrett M.** \- Senior, Managed Services

**Eric W.** \- Senior, M&A

**Brittany P.** \- Senior Administrative Assistant, Regional  Operations

**Irina Z.** \- Senior Executive Assistant, National  Operations

**AJ B.** \- Senior Consultant I, Digital Solutions -  Systems

**Alexander J.** \- Senior Consultant I, Digital Solutions -  Systems

**Ben K.** \- Senior Consultant I, Digital Solutions -  Systems

**Monisha R.** \- Senior Consultant I, Digital Solutions -  Systems

**Siddharth Y.** \- Senior Consultant I, Digital Solutions -  Systems

**Q H.** \- Developer, Digital Solutions - Center of  Excellence

**Sreeharsha J.** \- Developer, Digital Solutions - Automation  & Analytics

**Svetlana S.** \- Developer, Digital Solutions - Automation  & Analytics

**Pemba S.** \- Developer, Digital Solutions - Automation  & Analytics

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## IMA Annual Conference '23
## IMA Annual Global Conference '23

### Connor Group’s Aleks Zabreyko will serve as a panelist at IMA Annual Global Conference

The Institute of Management Accountants (IMA) is hosting its annual [Step Up at IMA23 Accounting and Finance Conference](https://www.imaconference.org/event/358a29af-02ad-48d9-8a99-28c2f75ff826/summary?_ga=2.56438440.2088878894.1673804322-772252554.1673040896) on June 11 – 14, 2023, in Minneapolis, Minnesota.

Aleks Zabreyko, Connor Group Managing Partner - Strategic Initiatives, Senior Technical Partner, has been asked to provide his expertise as one of three panelists during the conference's Financial Reporting at Crossroads:  Update and Perspectives on New Rules and Trends presentation.

During the session, the group will cover changes in the financial reporting environment. This session will provide an update on recently issued rules and a broader consideration of where financial reporting is headed. Finance and accounting leaders will discuss the practicalities of implementing these new rules and the bigger picture that balances the perspectives of auditors, valuation experts, and investors.

Attendees can ask questions and collaborate on the following:

• Recent governance and personnel changes at regulatory and standard-setting bodies and what these may mean for the profession.

• Larger trends and directions for financial reporting.

• Develop and implement processes, systems, and controls to comply with new rules and standards.

‍

The session is moderated by **Patti Humble, Chief Accounting Officer at UPS.**

Panelists include:

**Marsha L. Hunt, Board Member, Financial Accounting Standards Board**

Marsha began her first term with the Financial Accounting Standards Board (FASB) on July 1, 2017. She was later reappointed to a second five-year term that concludes on June 30, 2027.

Marsha previously served as vice president and corporate controller for Cummins Inc., where she was responsible for external reporting, consolidation, finance systems, accounting policy, insurance risk management, and Sarbanes-Oxley compliance. As a preparer of financial statements, she brings vast experience and broad knowledge of financial accounting and reporting issues facing large public companies.

‍

**Paul Hubling, CMA, CIA, CPA, Director of Technical Accounting, Cleveland Cliffs**

Paul is Director, Technical Accounting for Cleveland-Cliffs Inc., the largest integrated steel company in the US. His responsibilities include special projects, business acquisitions, accounting policies, technical accounting, and research. He determines the appropriate accounting treatment for unusual or complex transactions and works closely with the company’s actuaries and valuation consultants.

Paul is a long-time member of the Institute of Management Accountants Financial Reporting Committee. The committee provides comments to the FASB, the SEC, and other organizations to represent the interests of industry in standards setting.

‍

**Aleks Zambreyko - Managing Partner - Strategic Initiatives, Senior Technical Partner, Connor Group**

Aleks is a member of the Emerging Issues Task Force (EITF) of the Financial Accounting Standards Board (FASB) and the AICPA Digital Assets Task Force, which develops interpretive accounting and auditing guidance for cryptocurrencies, tokens, and other digital assets. Aleks served on the Financial Reporting Executive Committee (FinREC) of the AICPA during 2018-2021.

Aleks has extensive knowledge and hands-on experience in US GAAP and IFRS and in-depth familiarity with issues affecting emerging growth companies, both private and public, in technology, software, cloud, biotechnology, medical devices, and pharmaceutical industries.

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## 2022 Promotions Announcement
July 1, 2022

‍

## Announcing the 2022 Connor Group Promotions

Today, Connor Group is proud to announce that 107 professionals across the firm have been promoted into new roles in their respective business units effective July 1, 2022.

Please join us in congratulating our professionals on their promotions.

This year’s promotions include:

- Blake C. Technical Accounting Partner
- Matt L. Technical Accounting Partner
- Angela S. Financial Operations Director
- Anna Z. Business Development Director
- Dmitry P. Technical Accounting Director
- Eelane A. Financial Operations Director
- Eric J. Technical Accounting Director
- Greg D. Strategic Markets, Technical Accounting Director
- Justina C. Managed Services Director
- Michael B. Managed Services Director
- Nicholas K. Financial Operations Director
- Steve K. Business Development Director
- Alicia R. Strategic Markets, Technical Accounting Senior Manager
- Bryan C. M&A Senior Manager
- Corinna S. Financial Operations Senior Manager
- Daniel M. Technical Accounting Senior Manager
- Eric N. Technical Accounting Senior Manager
- Garrett S. Interim Billable Senior Manager
- Garrett V. Strategic Markets, Technical Accounting Senior Manager
- Josevy B. Managed Services Senior Manager
- Kevin L. Financial Operations Senior Manager
- Lauren P. Northwest Region Operations – Scheduling Senior Manager
- Liz R. Managed Services Senior Manager
- Masako C. Technical Accounting Senior Manager
- Natalie E. Technical Accounting Senior Manager
- Nick C. Technical Accounting Senior Manager
- Phuong L. Financial Operations Senior Manager
- Ryan B. Financial Operations Senior Manager
- Samantha R. Financial Operations Senior Manager
- Scott T. Business Development Senior Manager
- Yosha K. Financial Operations Senior Manager
- Amanda S. Technical Accounting Manager
- Amber F. Strategic Markets, Technical Accounting Manager
- Andrew P. Managed Services Manager
- Brandon T. Managed Services Manager
- Brennan B. Strategic  Markets, Managed Services Manager
- Brennon A. Managed Services Manager
- Bret J. Managed Services Manager
- Brian C. Financial Operations Manager
- Brittany McG. M&A Manager
- Farah Z. Southwest Region Operations Manager
- Karen F. Digital Solutions Manager
- Lily C. Managed Services Manager
- Matt S. Technical Accounting Manager
- Matthew Z. Financial Operations Manager
- Michael G. Interim Billable Manager
- Michael D. Strategic Markets, Technical Accounting Manager
- Paxton I. Technical Accounting Manager
- Peter M. Technical Accounting Manager
- Rishi K. Digital Solutions Manager
- Sam K. Technical Accounting Manager
- Shirley L. Financial Operations Manager
- Sophie Wong-On-W. Managed Services Manager
- Taylor B. Financial Operations Manager
- Valerie H. Digital Solutions Manager
- Winston W. Technical Accounting Manager
- Becky T. Strategic Markets, Technical Accounting Supervising Senior
- Brendan L. Financial Operations Supervising Senior
- Bret C. Managed Services Supervising Senior
- Cassidy M. Strategic Markets, Technical Accounting Supervising Senior
- Connor C. Technical Accounting Supervising Senior
- Cynthia S. Technical Accounting Supervising Senior
- Dagmar S. Financial Operations Supervising Senior
- Duncan B. Managed Services Supervising Senior
- Erik M. Financial Operations Supervising Senior
- Erik K. Technical Accounting Supervising Senior
- Gabriel Q. Technical Accounting Supervising Senior
- Iris L. Financial Operations Supervising Senior
- Ivan J. Technical Accounting Supervising Senior
- Jay C. Technical Accounting Supervising Senior
- Jennifer L. Managed Services Supervising Senior
- John S. Managed Services Supervising Senior
- Keegan M. Managed Services Supervising Senior
- Kent P. Strategic Markets, FinOps Supervising Senior
- Kyle J. Digital Solutions Supervising Senior
- Mark B. Technical Accounting Supervising Senior
- Mayer G. Technical Accounting Supervising Senior
- Melda S. Managed Services Supervising Senior
- Michael McW. Strategic Markets, Technical Accounting Supervising Senior
- Mike N. Strategic Markets, Technical Accounting Supervising Senior
- Myles MacL. Financial Operations Supervising Senior
- Nathan F. Managed Services Supervising Senior
- Neil P. Financial Operations Supervising Senior
- Nick T. Financial Operations Supervising Senior
- Ruby L. Managed Services Supervising Senior
- Sarah H. Technical Accounting Supervising Senior
- Sean E. Strategic Markets, Technical Accounting Supervising Senior
- Shivani S. Financial Operations Supervising Senior
- Taylor G. Digital Solutions Supervising Senior
- Tiffany H. Technical Accounting Supervising Senior
- Tiffany L. Financial Operations Supervising Senior
- Tony (Hanghang) Z. Managed Services Supervising Senior
- Tyler L. Managed Services Supervising Senior
- Victoria C. Technical Accounting Supervising Senior
- Cydney B. Strategic Markets, Technical Accounting Senior
- Donaji L. Interim Billable Senior
- Wes T. Managed Services Senior
- Allie L. Digital Solutions Senior (Developer)
- Nibha M. Digital Solutions Senior (Developer)
- Nivedita M. Digital Solutions Senior (Developer)
- Julie B. Digital Solutions Senior Analyst
- Adhimanyu P. Digital Solutions Developer
- Jaskaran K. Digital Solutions Developer
- Kiran K. Digital Solutions Developer
- Lauren J. Northwest Region Operations Senior Communications Specialist
- Kelli L. Business Development Senior Contract Coordinator
- Sam H. Northwest Region Operations Senior Executive Assistant

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## 2023 Promotions Announcement
## Announcing the 2023 Connor Group Promotions

Connor Group is proud to announce that one hundred and four professionals across the firm have been promoted to new roles in their respective business units, effective July 1, 2023.

Please join us in congratulating the following professionals on their promotions.

‍

**Diana J.** Partner, Financial Operations

**Alexandra B.** Director, Technical Accounting

**Andrew L.** Director, Managed Services

**Austin M.** Director, Technical Accounting

**Brooke W.** Director, Financial Operations

**Jess F.** Director, Digital Solutions

**Jonathan W.** Director, Technical Accounting

**Kate B.** Director, Managed Services

**Kevin H.** Director, Mergers & Acquisitions

**Lee B.** Director, Financial Operations

**Luke J.** Director, Technical Accounting

**Masha S.** Director, Technical Accounting, National Accounting Advisory

**Michael M.** Director, Managed Services

**Natasha B.** Director, Financial Operations

**Spencer M.** Director, Technical Accounting

**Zach M.** Director, Managed Services

‍

**Becky P.** Senior Manager, Digital Solutions

**Brad C.** Senior Manager, Interim Billable

**Brandon B.** Senior Manager, Technical Accounting

**Charissa H.** Senior Manager, Managed Services

**Christine T.** Senior Manager, Financial Operations

**Dan W.** Senior Manager, Technical Accounting

**Dana G.** Senior Manager, Technical Accounting

**David B.** Senior Manager, Financial Operations

**Dominique L.** Senior Manager, Financial Operations

**Eric L.** Senior Manager, Managed Services

**Jason K.** Senior Manager, Interim Billable

**Jayden X.** Senior Manager, Financial Operations

**John L.** Senior Manager, Financial Operations

**Julie M.** Senior Manager, Technical Accounting

**Kenny G.** Senior Manager, Technical Accounting

**Pasang S.** Senior Manager, Financial Operations

**Rebecca H.** Senior Manager, Strategic Markets, Managed Services

**Tim Y.** Senior Manager, Managed Services

‍

‍

**Brandon C.** Manager, Technical Accounting

**Cassidy M.** Manager, Technical Accounting

**Chase M.** Manager, Technical Accounting

**Claire F.** Manager, Financial Operations

**Darien W.** Manager, Strategic Markets, Technical Accounting

**David L.** Manager, Managed Services

**Dennis C.** Manager, Managed Services

**Geoff P.** Manager, Technical Accounting

**Henry U.** Manager, Managed Services

**Iris L.** Manager, Financial Operations

**John S.** Manager, Managed Services

**John L.** Manager, Managed Services

**Josh B.** Manager, Technical Accounting

**Kent P.** Manager, Strategic Markets, Financial Operations

**Krystal B.** Manager, Financial Operations

**Kyle J.** Manager, Digital Solutions

**Lauren J.** Manager, Northwest Operations

**Maggie Z.** Manager, Technical Accounting

**Mariam Y.** Manager, Financial Operations

**Mary Kate M.** Manager, Technical Accounting

**Michael M.** Manager, Technical Accounting

**Myles M.** Manager, Financial Operations

**Nate C.** Manager, Managed Services

**Polo J.** Manager, Managed Services

**Ruby L.** Manager, Managed Services

**Sara P.** Manager, Digital Solutions

**Sarah D.** Manager, Financial Operations

**Sean E.** Manager, Technical Accounting

**Sydney B.** Manager, Digital Solutions

**Sylvia S.** Manager, Financial Operations

**Tiffany H.** Manager, Technical Accounting

**Todd G.** Manager, Interim Billable

**Wendy D.** Manager, Managed Services

**Wendy H.** Manager, Managed Services

**Eric Yang** Associate Product Manager, Research & Development

‍ **Nithin K.** Lead Data Scientist, Research & Development

‍

‍

**Abby H.** Supervising Senior, Managed Services

**Brandon D.** Supervising Senior, Technical Accounting

**Brett G.** Supervising Senior, Managed Services

**Cesar P.** Supervising Senior, Managed Services

**Cydney B.** Supervising Senior, Technical Accounting

**Delia A.** Supervising Senior, Financial Operations

**Eva W.** Supervising Senior, Interim Billable

**Jake L.** Supervising Senior, Managed Services

**Jeremy H.** Supervising Senior, Managed Services

**Johnny Z.** Supervising Senior, Technical Accounting

**Karima T.** Supervising Senior, Managed Services

**Kevin H.** Supervising Senior, Financial Operations

**Kevin N.** Supervising Senior, Managed Services

**Linda N.** Supervising Senior, Managed Services

**Marcus L.** Supervising Senior, Managed Services

**Navi D.** Supervising Senior, Managed Services

**Nick H.** Supervising Senior, Managed Services

**Shawn H.** Supervising Senior, Managed Services

‍

‍

**Glen H.** Senior, Financial Operations

**Isaac N.** Senior, Financial Operations

**Matt T.** Senior, Financial Operations

**Reed C.** Senior, Technical Accounting

**Sam C.** Senior, Financial Operations

**Samuel G.** Senior, Technical Accounting

**Jessica B.** Senior Analyst, Northwest Operations

**Abhimanyu P.** Senior Developer, Digital Solutions

**Nicole P.** Senior Developer, Digital Solutions

**Nicki L.** Senior Consultant 2, Digital Solutions

**Andrew L.** Senior Consultant 1, Digital Solutions

**Jacob H.** Senior Consultant 1, Digital Solutions

**Josiah S.** Senior Consultant 1, Digital Solutions

**Quinn C.** Senior Consultant 1, Digital Solutions

**Sal M.** Senior Consultant 1, Digital Solutions

**Michelle C.** Senior Contract Coordinator, Business Development

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## New Partner Promotions
# Connor Group Announces New Partner Promotions

Connor Group, a specialized professional service firm , is thrilled to announce the promotion of three distinguished professionals to Partner positions within the firm, effective April 1, 2024. These promotions underscore Connor Group's commitment to nurturing leadership and expertise within our ranks, ensuring that we continue to provide our clients with unparalleled guidance and support. We congratulate Puneet, Brian, and Jordan on their well-deserved promotions.

## Puneet Ishpujani

Puneet Ishpujani steps into his new role as partner in the East Region's Financial Operations practice. Since joining Connor Group in April 2019 as a Senior Manager in the New York office, Puneet has been instrumental in advising clients on a myriad of projects, including public company readiness, controls assessment, SOX implementations, and close optimization. With a rich background at PwC, KPMG, and Progressive Insurance, Puneet brings a wealth of experience in evaluating and strengthening key processes and control frameworks. He holds Master of Accounting and Master of Business Administration degrees from Cleveland State University and is a licensed CPA in New York. Puneet's leadership as the East Region Financial Operations Service Line Leader has been pivotal in the practice's success. [LinkedIn Profile](https://www.linkedin.com/in/puneet-ishpujani-a517a050/)

## Brian Johnson

Brian Johnson is joining the partner group and will continue in his role as the firm's CFO. Brian's journey with Connor Group spans over 13 years, during which he has led the Corporate Finance and Accounting team for seven years. His extensive experience in FP&A, budgeting, forecasting, financial reporting, systems, and risk management has been invaluable. Brian's prior role in establishing Connor Group's Utah footprint and his contributions as a key partner to the Executive Committee and senior leadership have been critical in driving firmwide initiatives. He holds a Master of Accountancy degree from Brigham Young University and is a licensed CPA in Utah. [LinkedIn Profile](https://www.linkedin.com/in/xiefamily06/)

## Jordan Teitelbaum

Jordan Teitelbaum is elevated to partner in the East Region's Financial Operations practice. Joining the firm in June 2018 as a Manager in the New York office, Jordan has co-led CG's IPO Solution for two years, demonstrating exceptional skill in managing the end-to-end IPO lifecycle. His leadership has significantly contributed to the growth and development of the FinOps practice in New York. Jordan's prior experience includes eight years at KPMG and various senior roles in finance, accounting, and investor relations. He holds a Bachelor of Science in Accounting from Binghamton University and is a licensed CPA in New York. [LinkedIn Profile](https://www.linkedin.com/in/jordan-teitelbaum/)

Connor Group's CEO expressed enthusiasm about the promotions, stating, "These promotions are a testament to Puneet, Brian, and Jordan's exceptional leadership and dedication to our clients and teams. Their expertise and commitment to excellence will continue to drive our firm's success and innovation in the financial services industry."

‍

### About Connor Group

Connor Group is a specialized professional services firm of Big 4 alumni and industry executives. Our team of highly experienced professionals helps financial and operation executives with their most complex and significant matters, including digital solutions, financial accounting and operations, IPO and M&A services, and managed services. Our clients are the world’s top growth companies, and we support them as they change the world and create new markets.

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Connor Group Partners
January 11, 2023

‍

## Connor Group is now a Netgain implementation partner

‍

Connor Group and Netgain have expanded their partnership to leverage joint strengths in financial accounting and modernization, managed services, and technologies. The strategic alliance involves Connor Group teams implementing and managing Netgain products for their collective clients.

Many of Netgain’s products are embedded solutions on the NetSuite platform. The agreement enables Connor Group to provide its customers with additional services, technical resources, and the tools to use NetSuite more effectively and assist in monthly close processes.

“Netgain is a world-class company that successfully addresses complex financial and accounting challenges, and we are excited to build upon the important relationship we have with them,” said Roxanne Brady, National Leader, Digital Solutions at Connor Group. “Implementing Netgain’s products and services is an easy add-in and enhances the value we bring to our clients. Our tech teams know exactly how to support Netgain’s products in ERP-agnostic platforms or those natively within NetSuite.”

Brady continues. “Our customers rely on Connor Group to provide high-value professional services. We solve the most complex technology and business issues for top growth companies. The agreement with Netgain opens new doors for Connor Group and Netgain customers, for example, by helping our clients not only develop policies around complex areas like ASC 842 but also automating the process.”

With the extended partnership, Connor Group automates the business processes for all Netgain products, including:

- **NetLease** – a powerful lease accounting management tool that automates compliance and helps companies account for their lease portfolio by ASC 842 standards.
- **NetClose** – brings close management into NetSuite, increasing visibility, accountability, and efficiency
- **NetAsset** – simplifies and automates asset accounting through the entire asset lifecycle
- **NetLessor**\- automates lease revenue with invoicing and GAAP compliance for leases in native NetSuite
- **Shared Transactions** – easily route the GL impact of a single transaction (i.e., vendor bill) to different subsidiaries and/or segments flexibly and dynamically.‍

### **About Connor Group**

Connor Group is a specialized professional services firm comprised of Big 4 alumni and industry executives. Our team of highly experienced professionals helps financial executives with their most complex and significant matters, including digital solutions, financial accounting and operations, IPO and M&A services, and managed services. Our clients are top growth companies, and we support them as they change the world and create new markets.

Our client portfolio includes multibillion-dollar public, mid-cap public, and pre-IPO companies ranging from early to late-stage. Our global clients represent the most exciting industries, including high tech, Internet, social networking, gaming, software, ad tech, clean tech, life sciences, financial services, consumer products, biotech, services, and manufacturing. Our goal is to be the most respected firm across our service lines by delivering the highest quality services to our clients. We are hired by executives who understand the importance of leveraging their time and having partners who can successfully execute their finance, accounting, IT, and operational needs.

### About Netgain

Netgain is an accounting software company focused on creating solutions that address complex finance and accounting challenges, since 2018. Our purpose is to modernize accounting by simplifying, standardizing, and automating solutions with a focus on controls and auditability. Netgain Solutions, Inc is a NetSuite SuiteCloud Developer Network partner with a range of SuiteApps and ERP-agnostic solutions that address technical accounting challenges like fixed assets, lease accounting for lessees and lessors, loan amortization and closing the books for clients across industries and the globe.

Additional information about Netgain is available at [netgain.tech](https://netgain.tech/).

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Connor Group at SuiteWorld 2022
September 12, 2022

‍

## Connor Group Announces Exhibitor Sponsorship of SuiteWorld 2022

‍

Connor Group is set to bring its expertise in financial systems and automation to the 11th annual conference for NetSuite customers and partners.

**Santa Clara, CA, September 12, 2022** – Connor Group will showcase its professional services, solutions, and expertise at SuiteWorld 2022, Oracle NetSuite’s annual celebration for customers and partners, September 27-30, 2022, at the Caesars Forum in Las Vegas & On-Air. Connor Group is a presenter, sponsor, and exhibitor at the conference.

During the four-day event, a team from Connor Group will be on-hand to discuss how we help our clients leverage innovative, modern technology to automate business processes and compliance.  An award-winning NetSuite Alliance partner, Connor Group representatives from our Digital Solutions and Transformation Risk teams are excited to lead multiple presentations during the week.

In addition, Connor Group will co-host a special event on Wednesday evening. Click to join us.

### Special Connor Group presentations during SuiteWorld 2022

**Automating Compliance: Getting ready for your first audit**

Wednesday, September 28th, 1:30 pm – 2:30 pm

Amanda Barker, Director of Transformation and Risk at Connor Group, and Kelly Featherstone, Head of Internal Audit at Palantir Technologies, will cover common compliance pain points and how to choose the right solution. This session is for companies that are public, on an IPO track, or need to prepare for an audit.

**Ask Me Anything: Compliance and Controls**

Thursday, September 29th, 4:30 pm – 5:30 pm

Amanda Barker joins Jason Pikoos, Managing Partner, Client Experience at Connor Group, on a panel to answer compliance and controls questions and discuss strategies and industry best practices.

SuiteWorld 2022 will feature keynotes from NetSuite executives Evan Goldberg, Co-Founder and Executive Vice President, and Gary Wiessinger, Senior Vice President of Product Management. They will demonstrate how organizations are leveraging the power of NetSuite.

### About SuiteWorld

SuiteWorld is the industry’s premier cloud ERP conference of the year being held at the Caesars Forum in Las Vegas & on-air September 27-30. The 11th annual celebration of NetSuite customers and partners features a gathering of industry peers and product experts who run organizations leveraging the power of the NetSuite system.

To join the SuiteWorld conversation on social media, please use #SuiteWorld.

‍

### About Connor Group

Connor Group is a specialized professional services firm of Big 4 alumni and industry executives. Our team of highly experienced professionals helps finance and operation executives with their most complex and significant matters, including digital solutions, financial accounting and operations, IPO and M&A services, and managed services. Our clients are the world’s top growth companies, and we support them as they change the world and create new markets.

Our client portfolio includes multi-billion-dollar public, mid-cap public, and pre-IPO companies ranging from early stage to late stage. Our global clients represent the most exciting industries including high tech, Internet, social networking, gaming, software, ad tech, cleantech, life sciences, financial services, consumer products, biotech, services, and manufacturing.

Our goal at Connor Group is to be the most respected firm across our service lines by delivering the highest quality services to our clients. We are hired by executives who understand the importance of leveraging their time as well as having a partner that can successfully execute their finance and accounting, IT, and operational needs.

Trademarks

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

‍

Media Contact:

Lisa Speth

Sr. Marketing Manager

lisa.speth@connorgp.com

mobile: 801-310-5800

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Clean Data Insights
The Closers Podcast w/ Roxanne and Jesse

# The Power of Clean Data, Automation, and Collaboration: Insights from Connor Group experts

In an enlightening episode of The Closers podcast, hosted by Em Daigle from Zuora, experts Roxanne Brady and Jesse Fillerup from Connor Group shared their ideas on the transformative impact of system automation for high-growth technology companies. The discussion revolved around the strategic importance of a well-curated tech stack, the optimal level of automation, and the control that automation introduces to business processes. Here's a deeper dive into the key takeaways from their conversation and how businesses can leverage clean data, automation, and collaboration to fuel growth and increase revenue.

‍

## The Strategic Role of Your Tech Stack

Your tech stack is essentially the backbone of your business operations, especially in a technology-driven landscape. It's not just about having the latest tools; it's about having the right tools that align with your business model and growth objectives. Roxanne and Jesse stress the importance of selecting technologies that not only meet your current needs but are scalable to accommodate future growth. This foresight prevents bottlenecks and ensures that your business remains agile and responsive to market demands.

‍

## Embracing Automation for Revenue Recognition

Automation plays a pivotal role in streamlining complex processes, particularly in revenue recognition. For high-growth companies dealing with high-volume transactions, automating revenue recognition can significantly reduce manual errors, improve efficiency, and ensure compliance with accounting standards. The experts highlight that understanding your approach to revenue recognition is crucial in determining the extent and type of automation you need. This clarity helps in tailoring your tech stack to support automated processes effectively.

‍

## The Importance of Clean Data

One of the recurring themes in the podcast is the critical importance of maintaining clean data throughout your operations. High-volume transactions generate vast amounts of data, and ensuring the integrity of this data from start to finish is paramount. Clean data not only facilitates accurate reporting and analysis but also enhances the effectiveness of automated systems. Roxanne and Jesse advocate for rigorous data management practices to ensure that your data remains reliable, accurate, and actionable.

[Click to view the podcast.](https://bit.ly/3IyQFuQ)

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## AI Risks for CFOs
# AI Risk Management: New Risks for the CFO

## Introduction

In this article we delve into the topic of risk management. Artificial Intelligence (AI) carries many benefits but also a spectrum of risks, many of which are common to all forms of technology, such as data breaches and system/data reliability issues. However, as AI becomes more embedded in financial operations, CFOs must navigate a unique set of AI risks. This article does not seek to provide an exhaustive list but will instead focus on several emerging GenAI risks.

‍

## Confidentiality and Access Management

Confidentiality and data access in the age of AI requires careful management. Not only must we exercise precise control over the individuals who can access sensitive information, but we are also tasked with overseeing the AI tools that have access to and use confidential data. This dual responsibility underscores the complex nature of safeguarding information in the age of artificial intelligence. These new AI tools introduce new considerations related to confidentiality and access management, including:

- What happens to your data after being entered into your AI technology?
- Where is the data stored?
- Who inside and outside of the company has access to this data?
- Is your data aggregated and used by the AI technology to respond to other users?
- Does any data entered and used get anonymized?

While there are various GenAI set-ups and configurations designed to maintain the security and separation of company data, it's important to highlight that GenAI tools, such as chatbots, can pose inherent risks to data confidentiality.

Let’s consider the scenario of a company employing GenAI chatbots for self-service data access, like allowing users to retrieve crucial financial information such as revenue and expenditure data. This situation can give rise to additional access considerations:

- In traditional applications, access control is managed through roles and permissions.
- However, when employing a GenAI chatbot that interacts with extensive financial datasets, it becomes imperative to ensure that comparable restrictions are enforced when the chatbot formulates a response.

Failure to do so could potentially result in the inadvertent disclosure of confidential information to unauthorized users.

‍

## Data Quality and Control

GenAI is recognized for its tendency to embellish or present inaccurate information. The issues of relevance and inaccurate responses can be addressed by improved data quality. A common and powerful approach to improving the relevance of responses is to use RAG (retrieval augmented generation).  To do this, a GenAI tool first searches a selected database(s) to find relevant documents/data and then uses the selected content to help generate an accurate and relevant answer. It's like looking up reference material before writing an essay.

In these cases, there are crucial risks surrounding the RAG approach and database, such as:

- Is the data loaded accurate and complete?
- Has the information loaded become out of date?
- How do you deal with conflicting data that may be loaded?

These complexities and risks are key reasons why users, even those taking advantage of RAG, must continue to use AI in copilot methodology, ensuring there is continued human review and validation, especially of highly complex or critical matters.

‍

## Review and Validation of AI Outcomes

Review and validation have continued to be key methods of instilling effective controls in the finance and accounting space. This process often involves some aspect of reperforming the tasks performed by others to ensure the appropriate logic was applied and outcomes achieved. For example, this occurs in the review of account reconciliations, vendor invoices, and explanations of period-over-period variances.

In some cases, AI's complexity can obscure the logic behind its outputs, making traditional process review and validation challenging. Therefore, finance leaders will need to re-evaluate their review and validation activities to determine how they continue to get comfort around financial records and results managed by AI. Methods to address this could include:

- Regular system testing to validate that GenAI tools are operating as expected. This may include processing test data with known inputs and outputs and confirming the GenAI tool produces accurate results.
- Look towards explainable AI (XAI) to shed light on AI decision-making. XAI is a type of AI that focuses on making the workings and decisions of machine learning models transparent and understandable to humans. Its goal is to enhance trust and manageability in AI systems. By incorporating XAI, CFOs may be able to align validation processes with AI models, ensuring outcomes are consistent and justifiable.

‍

## Security and Financial Safeguards

The evolution of AI also advances the methods of cyberattacks, including more sophisticated forms of hacking, phishing, and malware. This creates increased exposure, especially as it relates to safeguarding the company’s financial assets (e.g., cash). CFOs and finance leaders must strengthen cybersecurity practices and seriously re-examine their processes and controls. They should evaluate whether these common controls are strong and precise enough to identify AI generate cybersecurity threats, which can appear significantly more “real”:

- Payment review processes to ensure fictitious invoices and vendors are identified.
- Security around communication with financial institutions or sharing information around financial assets (e.g., bank account numbers, login details, balance details, etc.)
- Methods of validating the true identity of those they are sharing information with.

‍

## Conclusion

As CFOs and finance leaders adopt AI, it will be crucial that risk, controls, and compliance requirements are re-examined in a timely manner and that appropriate actions are taken to address new areas of exposure. Furthermore, as this technology is evolving rapidly, this should become a recurring, standard practice as all parties learn to navigate this exciting new technology.

At Connor Group, our AI subject matter experts stand ready to collaborate with you, providing practical AI solutions tailored to your organization's needs. By leveraging their insights and expertise, you can not only stay ahead of the AI curve but also build a powerful technology strategy that maximizes automation and value. As AI continues to evolve, let's embark on this exciting journey together, adapting and thriving in a world of boundless possibilities.

If you're seeking to adopt AI and do so in a controlled and effective way, contact Connor Group. Leveraging both our control and technology expertise, we'll share our experiences and help you create practical AI solutions that are well-controlled.

‍

### Authors

#### Jason Pikoos

Managing Partner, Client Experience

‍

#### Lauren Bowe

Automation and Analytics Leader

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## AI Strategy for CFOs
# AI Perspective: A CFO’s framework for AI strategy

As we delve deeper into our AI-focused series for finance, accounting, and technology leaders, it's imperative to remember the profound implications AI will have on the finance function. Drawing inspiration from our inaugural article, "AI Unleashed: A CFO's Guide to Harnessing its Potential," this piece offers a blueprint for CFOs to architect an AI strategy for finance.

Note: when referencing AI in this article, we include the various forms of technology, which include GenAI, machine learning, etc., that should all be considered as part of the AI strategy.

‍

Here's our recommended 5-step approach to developing an AI strategy:

## Step 1: Clarify Goals and Frameworks

When implementing AI and automation in general, having clarified goals and a solid vision is paramount to ensure a focused and effective approach. This foundation not only steers the direction but also aids in creating common objectives for all parties involved.

- Vision & goals: Outline your overarching business purpose, goals, and those specifically for the finance departments. What do you need to do to unlock the most value?
- Challenges: Recognize the chief obstacles and bottlenecks obstructing finance from achieving these goals.
- AI’s Role: Envision how AI can bridge the gap between your current state and your goals.

‍

During this phase, look to establish governance around AI. This is essential to ensure a structured, responsible, and compliant approach to its implementation:

- Institute AI-related policies focusing on key areas, including usage and confidentiality.
- Build a framework to vet and prioritize AI and automation opportunities (impact vs. effort)
- Identify decision-makers concerning AI acquisitions and adding new functionalities.
- Highlight compliance champions to oversee tools, ensuring they meet privacy, security, regulatory, and legal requirements.

‍

## Step 2: Gauge AI Preparedness

To truly harness AI's transformative potential, it's vital to critically assess your organization's readiness across various dimensions. Addressing these fundamental questions ensures a more seamless integration of AI:

- Is your data of high quality and AI-accessible?
- Is your technology stack, including ERPs and data infrastructure, compatible with AI tools?
- Is your finance team and other stakeholder teams AI-ready in mindset and skill?
- Do you understand the compliance, security, confidentiality, and regulatory impacts of using AI in your organization?

These elements are foundational to long-term AI achievements and will be explored further in an upcoming article in this series.

‍

## Step 3: Investigate AI Tools

Selecting the right AI tool is an important process that requires a blend of research and strategic insight. It's not just about choosing an advanced AI tool but finding one that resonates with your organization's specific needs and long-term objectives. Here's how you can make an informed decision:

- Validate if the tool aligns with the objectives stipulated in Step 1.
- Contrast vendors to determine the optimal fit.
- Ascertain any prerequisites identified in step 2 that need addressing

Though the AI market is brimming with tools, many have a narrow usable scope. If no tools match your criteria currently, you may be best served by waiting or only adopting AI in a more limited capacity. Nonetheless, we strongly recommend you revisit this assessment every 3 months due to the rapid speed with which AI is evolving. Additionally, when considering technologies, be sure to evaluate:

- 3rd party tools that can transform processes and bring new capabilities
- Valuable GenAI productivity tools that can free up time and create capacity
- Possible custom solutions leveraging a mix of existing technologies and new AI tools

‍

## Step 4: Action via Pilots

Upon identifying suitable AI tools, strategize their deployment. For a swift and effective roll-out, commence with a pilot or MVP (minimum viable product). This approach allows you to test the waters with select functionalities or a subset of users, learn from the experience, and then expand the initiative, integrating other AI solutions on your agenda. Additionally, sometimes a narrower use can help teach your organization many valuable lessons for later more robust and complex AI business transformations.

‍

## Step 5: Embrace Evolution and Innovation

Navigating the AI landscape requires an adaptive mindset and an unwavering commitment to evolution. As the realm of AI continues to burgeon, fostering a culture of continuous innovation and forward-thinking can set your organization on a path to harnessing AI's maximum potential. Here are ways to embrace this transformative journey:

- Foster an innovation-centric ethos where teams constantly seek enhancement.
- Encourage unconventional thinking and challenging the status quo.
- Challenge individuals and teams to identify processes that can be optimized and scaled using AI.

Given AI's fluid nature, adopt an agile implementation strategy: prioritize swift value acquisition without overcomplicating designs and consistently refine based on real-world feedback. Continue to examine new and emerging GenAI technologies and productivity tools while encouraging users to share their best practices and learnings.

The AI frontier is as thrilling as it is challenging. Even if you're hesitant about AI now, having a strategy is paramount, given the tech's accelerated evolution. This ensures a focused approach, avoiding patchy tool adoption for trivial issues. Plus, as stakeholders and investors increasingly ask and even demand AI integration, a concrete strategy positions you a step ahead in addressing their queries, letting you dictate the narrative and timelines.

Engage with Connor Group for Tailored AI Strategies

For CFOs and finance executives seeking deeper insights or tailored guidance on integrating AI within their operations, Connor Group stands ready to assist. Our team possesses a unique blend of expertise across finance, technology, and AI, ensuring you navigate this transformative journey with confidence. Connect with us to harness the power and potential of AI for your organization.

‍

### **Authors**

‍

![Profile Picture](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640c6e9cea9ad67a83f2ce50_ProPic-Jason_Pikoos.jpg)

#### **Jason Pikoos**

Managing Partner

‍

‍

‍

‍

‍

![Profile Pic](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640c801cd5178bedb6463f20_ProPic-Lauren_Bowe.jpg)

#### **Lauren Bowe**

Partner

‍

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## NetSuite Partner Recognition
# NetSuite names Connor Group Transformation Alliance Partner of 2023

Connor Group is happy to announce it has been named NetSuite Transformation Alliance Partner of the Year (2023)! This prestigious award recognizes our future-focused commitment to collaborating with our clients on their strategic systems initiatives, ultimately delivering transformative results that drive their success.

‍

Looking ahead, Connor Group remains committed to partnering with clients to help shape their businesses through innovative NetSuite solutions. Connor Group is proud to be recognized as a key strategic NetSuite Partner and continues to help our fast-growing companies across all industries with implementations, optimizations, and automation.

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

## Life Sciences IPO Summit
## Connor Group’s Life Sciences IPO Summit planned for June

Connor Group is set to host its annual Life Sciences IPO Summit at the Nasdaq Entrepreneurial Center in San Francisco on June 7, 2023. This conference is an essential event for Life Science companies considering an IPO and needs to navigate the current market.

The theme this year is Preparing for the Market Rebound.

Sessions are presented by executives from Life Sciences companies that have recently gone public. They will share firsthand experiences across multiple sessions - capital markets update, perspectives from venture capital and private equity firms, an IPO readiness panel, and a board composition and corporate governance discussion. Well-planned topics and presentations will showcase important details companies need to evaluate where they are in the IPO process and how to start positioning for future success.

The summit concludes with a reception where attendees can share ideas and have detailed conversations with their peers. Connor Group SMEs will be on-hand to talk more about preparing for an IPO going forward and having the empowering strength of technology behind it.

### Agenda Includes:

• **Capital Markets Discussion – presented by:** JP Morgan

• **Venture Capital and Private Equity Perspectives – presented by:** Patient Square Capital, TPG Life Sciences Innovation and Vivo Capital

• **Public Company Readiness - presented by:** CymaBay Therapeutics and DICE Therapeutics

• **Board Composition & Corporate Governance - presented by:** Potrero Hill Advisors and Vir Biotechnology, Inc.

‍

To request an invite go to: [Request an invite](https://p.connorgp.com/l/795853/2023-05-04/355wxb)

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## AI Strategies for CFOs
# AI Unleashed: A CFO’s Guide to Harnessing its Potential

‍

Over the past year, Artificial Intelligence’s (AI) presence, adoption, and advancement have surged dramatically. This swift evolution is exhilarating and, at moments, somewhat daunting. While no one can see the future, there's broad consensus that AI stands poised to revolutionize a vast array of industries, businesses, and functions, including redefining organizational roles and responsibilities.

In the upcoming weeks, we aim to deliver a collection of articles about AI, designed to serve as a guide for leaders in Finance, Accounting, and Technology, helping them navigate this rapidly approaching transformation.

As we launch this series and as you initiate or expand your AI adventure, we emphasize our first important suggestion: prioritize crafting an informed AI strategy. Though immediate advantages might be observed, the absence of a defined path may soon lead to familiar pitfalls: the technology conundrum, an overload of technology but minimal automation. We've observed this before with the swift shift to SaaS and cloud applications. Suddenly, a plethora of tools emerged, easily accessible, yet often without proper structure and oversight. This led to short-term benefits but also significant drawbacks, such as costly tech infrastructures, disjointed data, overly complex data flow and processes, and heightened compliance threats.

Central to this AI strategy is identifying specific business aims that AI can address. Too often, companies adopt technologies without a rigorous and thoughtful process. The deployment of AI isn't an end in itself, rather AI is a tool to bolster growth, enhance profitability, increase productivity, refine or introduce services, and more. Thus, set explicit business objectives and align your AI initiatives around these outcomes. As you do so, remember that AI tools are another powerful tool in your tech stack toolbelt, therefore it's important to orchestrate AI with what you already have.

While we advocate for the above planning, it's not a cue to be hesitant. Quite the contrary! Act with intent, fostering a shared vision and ensuring that your organizational and technological efforts align. Our forthcoming piece will provide a framework for crafting an AI strategy.

Another key advantage of a synchronized strategy is streamlined data management. AI, powerful in its right, often taps into vast external and third-party data reserves. However, to harness AI's utmost potential, businesses must amalgamate this external data with their internal resources and vital "business context". Adding to the complexity is the fact that much of this “business context” is either unavailable digitally or fragmented across various mediums like emails, chats, contracts, and verbal discussions. Having this context is essential for AI to generate results that are business-accurate, usable, and aligned with goals. We'll delve deeper into this data-centric challenge in subsequent articles.

Finally, akin to other major shifts, this AI transformation is bound to undergo a maturity curve. Available tools will undergo significant changes in the coming years, and your organization will require an adjustment period. Hence, resist the urge to jump from novice to "AI maestro" instantaneously. Instead, be deliberate in your approach, laying a robust foundation and progressively building upon it.

### **In Conclusion**

In an era where AI is redefining the future of all industries and functions, and the speed of adoption is both a challenge and an opportunity, the importance of a strategic partner cannot be understated. As financial executives leading the charge, the alignment of your technological endeavors with your company's overarching goals becomes paramount.

Connor Group, with its proven track record in guiding leaders through transformative shifts, stands as your trusted ally. Our deep understanding of both the financial and technological arenas ensures that you're not just adapting to the AI revolution, but truly leveraging it for organizational excellence. Let's collaboratively shape the AI narrative for your enterprise, ensuring precision, profitability, and progress. Reach out, and together we'll architect the future.

### **Authors**

‍

![Profile Picture](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640c6e9cea9ad67a83f2ce50_ProPic-Jason_Pikoos.jpg)

#### **Jason Pikoos**

Managing Partner

‍

‍

‍

‍

‍

![Profile Pic](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640c801cd5178bedb6463f20_ProPic-Lauren_Bowe.jpg)

#### **Lauren Bowe**

Partner

‍

‍

‍

‍

‍

![Profile Pic](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640c840f9a5e4f44e83a160c_ProPic-Tim_Brandt.jpg)

#### **Tim Brandt**

Partner

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## KPIs in Software Industry
# Deciphering Key Performance Indicators (KPIs) in the Software Industry

In the competitive landscape of the software industry, companies seeking to go public must convince potential investors of their long-term viability and growth potential. One of the primary means to communicate this is through the effective use of Key Performance Indicators (KPIs) in the company messaging, including in its registration statement. These carefully chosen metrics not only drive decision-making and corporate strategy, but also serve as an investor window into the company's health, progress, and future trajectory.

Connor Group performed an analysis of KPIs included in registration statements for IPOs between January 2019 and December 2022. KPIs were categorized by themes and industries to discern trends within industries and highlight crucial performance evaluation markers. With many commonalities across diverse industries, KPIs predominantly captured four key themes representing measures of:

1.   Production
2.   Users
3.   Revenue
4.   Earnings

In the software industry specifically, two categories stand out as particularly significant: users and recurring revenue, reflecting the industry's focus on user-centric evaluations and revenue generation models.

‍

## Measures of Users: Gauging the Breadth and Engagement of the User Base

Not surprisingly, nearly 40% of KPIs reported by software companies in our analysis fall under the umbrella of user metrics, making this the most popular KPI category in the industry. These metrics provide insights into the company's ability to attract, engage, and retain users, forming the foundation of a thriving and growing software business.

There is significant variability within the user metric category. Of the companies which report a measure of users, some report the metric with qualifications while others do not. Over 35% of KPIs reported in the user category measure users/customers with a size or other criteria, whereas over 33% track active users, and nearly 22% use a metric of total average users.

Types of user metrics also varied based on a company’s business model. For example, 80% of enterprise software companies reported a user KPI based on the size of the customer. Often, these B2B software companies prioritize closely tracking the number of their large clients or those customers which generate substantial revenue over a specific threshold. B2C software companies often report different measures of their users. The top examples are described be-low.

- Total Average Subscribers: This metric is particularly relevant for subscription-based software companies, indicating the overall number of users actively paying for the ser-vice.
- Monthly Active Users (MAUs): Primarily used by companies offering mobile applications, MAUs measure the number of unique users (paying and non-paying) engaging with the app within a given month.

‍

## Measures of Recurring Revenue: Assessing the Sustainability of Revenue Streams

Recurring revenue, often derived from subscription-based models, is a key indicator of a software company's financial stability and growth potential. 35% of KPIs reported by software companies are of the recurring revenue variety. These metrics capture a company's ability to generate consistent and predictable revenue streams, making this KPI category a powerful tool for investors to appraise a software company’s growth potential. The top KPIs in the recurring revenue category are as follows:

- Annual Recurring Revenue (ARR) and Annual Contract Value (ACV): ARR represents the total annual revenue expected from existing subscription contracts, while ACV represents the average annual revenue generated per subscription customer. These metrics are strong indicators of a software company’s ability to acquire new subscription customers as well as expand relationships with existing customers. Nearly 40% of recurring revenue KPIs in the software industry are measures of ARR and ACV.
- Net Retention: This metric is a measure of customer satisfaction and comprised about 50% of the recurring revenue KPIs. The Net Retention metric is especially important for SaaS companies, where the business model relies upon subscription revenue. Net Retention reflects the overall health of the customer base and the company's success in retaining users.

‍

## Tailoring KPIs to the Company's Narrative

The choice of KPIs should not be a one-size-fits-all approach. Instead, companies should carefully select metrics that effectively showcase their strengths, align with their growth strategy, and resonate with their target audience of investors.

Beyond the core user and recurring revenue metrics, software companies may choose to highlight additional KPIs that align more closely with their specific business model. For instance, enterprise software companies that specialize in processing payments typically monitor and report Total Payment Volume (TPV), which gives investors insight into the total value of transactions processed through the company’s platform. Furthermore, software companies which offer both subscriptions and professional services often find that Remaining Performance Obligations (RPO), a measure of contracted deferred revenue, represents the company’s revenue potential most effectively.

‍

## Unleash the Power of KPIs: Your Call to Action

As you embark on your IPO journey, navigating the path to a successful IPO requires a keen understanding of the metrics that shine a light on your company’s unique story.

Don’t hesitate to reach out to Connor Group for further support backed by assisting over 240 companies through their IPO.

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Finance Update Conference
## Announcing the Finance and Accounting Update Presented by Connor Group

On May 24th, 2023, finance and accounting professionals will meet in Palo Alto for a conference hosted and presented by Connor Group. This CPE half-day event is followed by a reception where attendees will network with Connor Group subject matter experts and their peers.

Participants will attend three sessions led by Connor Group.

Sessions cover:

### Accounting and Finance Hot Topics

This session will address current and emerging developments in financial reporting. Technical accounting partner Aleks Zabreyko and director Jagdish Sohal will discuss recent SEC experiences and comment letters highlighting MD&A and non-GAAP results and metrics. They will explore practical matters such as the effects of SVB failure, supply chain finance, common control leases, and various debt and equity issues. Differences between current and upcoming cryptocurrency accounting practices, software development costs, and income tax disclosures will also be presented.

### Financial Reporting and Close

Connor Group’s Ursula Schorn and Domenic Sanelli will talk about the components of a successful close and why it can take so long for a company to close its books. They will also share practical tips and best practices to help optimize your close process.

### Carbon Accounting and Disclosures

In this session, our experts, Corey Saunders, and David McGuire, will provide an overview and update on the SEC’s proposed climate-related reporting and disclosure standards. They will review disclosure requirements for companies that fit all filer definitions, including organizations considering an IPO. Corey and David will explain what companies must do to prepare for accurate, reliable, and timely reporting. During this session, attendees will better understand greenhouse gas (GHG) scope definitions 1 through 3 and a variety of financial statement disclosures.

Connor Group’s Finance and Accounting Update Conference is open to accounting and finance professionals with a basic knowledge of finance and accounting topics. Are you interested in attending? Submit your request for an invite [here](https://bit.ly/3A8Bx2Z).

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Connor Group Joins ACS
March 21, 2022

‍

## Connor Group joins ACS for Their Annual Revenue Recognition Update

This week, Connor Group’s Aleks Zabreyko and Jesse Fillerup are joining ACS for the Revenue Recognition virtual conference on March 23. Aleks and Jesse will lead attendees through an interactive discussion on a series of real-world scenarios related to ASC 606. They will share their recommended solutions and address the latest developments in key areas, significant changes, scope, disclosure, and impacts. Because best practices continue to evolve and there are several areas where companies are still searching for answers, there will be plenty of examples in this detailed case study. Participants will hear insights into the latest accounting rule changes, as well as leave with a greater understanding of the big picture concepts from an SEC perspective.

Not able to attend, but interested in knowing more about the latest on the new Revenue Recognition Standard? Reach out to us today by clicking here. We’ll be happy to bring the information to you.

* * *

### Connor Group Featured Speakers

![Aleks Headshot](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640d29d00a9fb9be59d095aa_ProPic-Aleks_Zabreyko.jpg)

#### **Aleks Zabreyko**

Managing Partner, National Accounting Office

[Connect on LinkedIn](https://www.linkedin.com/in/alekszabreyko/)

Aleks is a Partner and Strategic Markets Leader at Connor Group. Aleks has extensive hands-on US GAAP and IFRS experience advising clients and other Connor professionals in multiple technical areas, including revenue recognition, business acquisitions and dispositions, capital markets including IPO and cross-border transactions, stock compensation, inventories, complex financial instruments, SEC reporting and regulations; and various complex or unique transactions.

Aleks is a member of the FASB’s Emerging Issues Task Force (EITF), AICPA’s Digital Assets Working Group, as well as Financial Reporting Committee of the Institute of Management Accountants (IMA). He participates in providing industry feedback to the FASB and other regulatory organizations, is involved in development of accounting guidance, and presents on accounting topics at conferences and webinars.

Prior to joining Connor Group in 2009, Aleks spent 17 years with Ernst & Young audit practice. He is a Certified Public Accountant (California) and Fellow Chartered Certified Accountant (the United Kingdom).

‍

![Jesse Headshot](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640c7e66cc46247f4c6a9e5f_ProPic-Jesse_Fillerup.jpg)

#### **Jesse Fillerup**

Director, Technical Accounting

[Connect on LinkedIn](https://www.linkedin.com/in/jesse-fillerup-1a94221/)

Jesse is a Director in Connor Group’s Technical Accounting practice leading complex revenue recognition projects and providing support on all aspects of ASC 606. He and his team assist clients in the following areas:

- Creating revenue recognition policies and other documentation
- Advising on systems selection
- Creating use cases
- Analyzing standalone selling prices
- Providing deal desk and contract review services
- Providing operational close support

‍

Prior to joining Connor Group, Jesse spent more than 15 years as an auditor and in various management roles within the revenue recognition groups at two Fortune 500 companies. He has an ability to foster collaboration and business partnering amongst disparate lines of business and with external auditors. Jesse has extensive experience in distilling complex ASC 606 concepts in a manner relatable to all business functions.

Jesse graduated cum laude with his Master of Accountancy from Brigham Young University and is a Certified Public Accountant in the state of Colorado.

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## 2022 IPO Summit Event
March 4, 2022

‍

## Connor Group and NYSE Proudly Present the 2022 IPO Summit

‍

On March 11, over 1,000 of the hottest private companies are set to join us on Wall Street both live at the New York Stock Exchange and virtually from around the world for the 2022 IPO Summit: Navigating the New Normal.

This can’t-miss event will bring together executives to experience the New York Stock Exchange Opening Bell and explore the trading floor live and in-person. Attendees will experience a world-class program from senior executives and advisors about the unique issues facing companies as they look to grow, scale, and successfully enter the public market. Industry leaders from companies including, Doximity, Duolingo, Latch, Squarespace, Morgan Stanley, Sweetgreen, and more will share their experiences and first-hand knowledge about the IPO and SPAC process. Additionally, leading IPO and SPAC experts from Connor Group, Class V Group, Donnelley Financial Solutions (DFIN), Gunderson Dettmer, New York Stock Exchange, and SVB Securities will provide insight into the 2022 Capital Market forecast, share the Investor perspective, and even dive into the Environmental, Social, and Governance (ESG) factors related to being IPO ready.

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Connor Group at SPAC Summit
September 24, 2021

## Connor Group to Speak at SPAC Asia Summit Virtual Conference

Since January 2020, there have been over 420 special purpose acquisition companies (SPACs) formed in the U.S. alone, creating over $120 billion in proceeds. While SPACs are not new, recently they have begun to span the globe and attract interest in Asia because this process offers an alternative path to going public from a traditional IPO. As a result, the stock exchanges in Asia are moving to change the rules and allow these SPAC listings with hopes to win over local tech unicorns.

On October 7th, Connor Group’s own Ravi Kumar is speaking at the SPAC Asia Summit Virtual Conference on the “dos and don’ts” of SPAC and de-SPAC transactions. Ravi is a subject matter expert, advising companies on IPOs, direct listings, SPAC mergers, and complex technical accounting matters. His presentation will provide audiences with current trends in the SPAC landscape and an overview of the SPAC process, as well as key considerations and risks involved in SPAC transactions. He is one of many speakers on this hot topic, and we are excited to be part of the conversation!

* * *

### ‍ **Contact**

‍

![Ravi Headshot](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640c83439a17c93ad312aeb1_ProPic-Ravi_Kumar.jpg)

#### Ravi Kumar

Partner, Technical Accounting

[Connect on LinkedIn](https://www.linkedin.com/in/ravi-kumar-4aa5735/)

Ravi is a Partner in Connor Group’s Technical Accounting and IPO Services practice providing technical accounting assistance on complex, structured transactions and helping clients achieve IPO readiness. Ravi has extensive experience in working with complex debt and equity transactions, consolidations, business combinations, leasing, revenue recognition (including ASC 606/IFRS 15), and public-private partnerships (PPPs) under both US GAAP and IFRS.

Ravi is a Partner at Connor Group, helping clients achieve public company readiness. Ravi has extensive experience advising companies on IPOs, direct listings, SPAC mergers, and technical accounting topics such as revenue recognition, leasing, and debt and equity transactions.

Prior to joining Connor Group, Ravi was a Senior Manager in EY’s Financial Accounting Advisory Services practice. Ravi’s career background includes cross-functional and multi-national Big-4 experience in audit, financial due diligence, IPO readiness, and complex deal advisory.

Ravi is a licensed CPA in the state of California, a member of the AICPA, and has passed Level I of the CFA exam.

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Connor Group and Leapfin Partnership
## Connor Group is proud to announce a strategic partnership with Leapfin, a leading financial data platform provider

‍

### The partnership provides unmatched joint value supporting future-focused finance teams

Connor Group and Leapfin leverage strategies and services to benefit mutual customers by combining the best resources in the industry and accelerating decision-making for finance teams. The companies will drive success by helping clients transform and automate financial processes, prepare for IPO, and maximize profitability.

Ray Lau, CEO of Leapfin, said, “We’re excited to partner with Connor Group, whose services and expertise are renowned in Financial Operations and readiness for IPO and other strategic financing events, to help more CFOs drive business success with real-time data, deliver joint value of our Finance Data Platform, and provide shared expertise to our mutual customers. Our partnership will help arm CFOs with the tools they need to accelerate the path to profitability efficiently and at scale.”

“Partnering with Leapfin will allow us to bring a pre-built automated solution to our clients that facilitates recording and reporting high volume customer transactions,” said Lauren Bowe, Automation and Analytics Leader at Connor Group. “Top growth companies rely on Connor Group to solve their most complex technology and business issues. Leveraging our accounting and engineering experience, we bridge the gap between finance and technology solutions.”

#### [About Connor Group](https://www.connorgp.com/)

Connor Group is a specialized professional services firm of Big 4 alumni and industry executives. Our team of highly experienced professionals helps financial and operation executives with their most complex and significant matters, including digital solutions, financial accounting and operations, IPO and M&A services, and managed services. Our clients are the world’s top growth companies, and we support them as they change the world and create new markets.

Our client portfolio includes multi-billion-dollar public, mid-cap public, and pre-IPO companies ranging from early stage to late stage. Our global clients represent the most exciting industries including high tech, Internet, social networking, gaming, software, ad tech, cleantech, life sciences, financial services, consumer products, biotech, services, and manufacturing.

Our goal at Connor Group is to be the most respected firm across our service lines by delivering the highest quality services to our clients. We are hired by executives who understand the importance of leveraging their time and having a partner that can successfully execute their finance and accounting, IT, and operational needs. Learn more at [Connorgp.com](https://www.connorgp.com/).

‍

#### About Leapfin

Leapfin turns operations data into finance data in real-time for the world’s leading digital brands.

The Leapfin Finance Data Platform unifies billing, ordering, payment, CRM and other production data with intelligent accounting automation to create a GAAP-compliant, immutable Leapfin Financial Record for every transaction.

The Leapfin Finance Data Platform provides reliable and fast financial reporting to controllers, transaction-level detail for analysis to finance and visibility to real-time revenue to decision makers.

Canva, Reddit, SeatGeek, Medium, Vimeo, and many other fast-growing, high-volume digital brands trust Leapfin to be their finance data system of record. Visit leapfin.com to learn more.

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

## Connor Group Sponsorship
# Connor Group Proudly Announces Sponsorship of the 2023 AICPA & CIMA Conference

Connor Group, a specialized professional services firm comprising Big 4 alumni and industry executives, is delighted to announce its role as an underwriting sponsor for the highly anticipated 2023 AICPA & CIMA Conference. This premier industry event, set to deliver a comprehensive overview of significant accounting, auditing, and regulatory developments, perfectly aligns with Connor Group's mission to provide innovative and practical solutions to our valued clients.

The 2023 AICPA & CIMA Conference promises to be an exceptional gathering of financial and operational professionals, regulators, and decision-makers. Attendees will gain invaluable insights into the latest developments directly from esteemed regulatory bodies such as the SEC, PCAOB, FASB, and IASB, setting the stage for informed decision-making in the ever-evolving financial landscape.

"At Connor Group, we are thrilled to support the 2023 AICPA & CIMA Conference as an underwriting sponsor," said Aleks Zabreyko, Strategic Markets National Service Line Leader at Connor Group. "This conference illustrates our commitment to staying at the forefront of industry knowledge and fostering meaningful connections within the financial and accounting community."

Connor Group offers a range of specialized services, including Accounting Advisory solutions. Our practical and customized approach to addressing the most complex financial and operational matters ensures that our clients receive top-tier support throughout their journey.

"We are sending more than a dozen of our partners and other top professionals to the conference with the aim of actively listening, absorbing insights, and learning. Our goal is to effectively convey this knowledge and translate it into new skills for both our professionals and clients, ensuring they stay ahead in emerging issues and SEC practices," continued Aleks Zabreyko.

Join us at the 2023 AICPA & CIMA Conference to connect with industry leaders, gain unparalleled insights, and explore how Connor Group's specialized services can benefit your organization. Together, we can shape the future of finance and accounting.

For more information about Connor Group and our services, please visit [www.connorgp.com](https://www.connorgp.com/).

## About Connor Group

Connor Group is a specialized professional services firm comprising Big 4 alumni and industry executives. Our highly experienced team assists financial and operational executives with their most complex matters, including digital solutions, financial accounting and operations, IPO and M&A services, and managed services. We proudly serve clients ranging from early-stage startups to multi-billion-dollar public companies across various industries, helping them change the world and create new markets.

## About the 2023 AICPA & CIMA Conference

The 2023 AICPA & CIMA Conference provides a comprehensive overview of significant accounting, auditing, and regulatory developments, featuring insights from SEC, PCAOB, FASB, and IASB regulators. This educational event offers a unique platform for professionals to share insights and connect with peers, ensuring attendees stay informed and well-prepared for the future of finance and accounting.

For further details about the AICPA & CIMA Conference on Current SEC and PCAOB Developments, please click [HERE](https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.aicpa-cima.com%2Fcpe-learning%2Fconference%2Faicpa-conference-on-current-sec-and-pcaob-developments&data=05%7C01%7CDamien.DeChurch%40connorgp.com%7Cd96d84b29f1749a2e03e08dbe44e9a85%7Cf58a826a4b01491a9d58c676a611beac%7C0%7C0%7C638354798635498183%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=pOwlIYSSgGaun1z1ZMT2iaMF9g0GSt5gce1pvsxZ2ag%3D&reserved=0).

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Connor Group Awards
April 19, 2022

‍

## Connor Group Wins TWO Awards at this year’s Workato Partner Award!

We’re honored to announce that for the fourth consecutive year, Connor Group has won the Workato the Finance Automations Partner of the Year Award at this year’s Workato Partner Kick-Off! This badge of honor recognizes our Digital Solutions team for their commitment to making the advantages of integration and automation a priority for our firm and our clients. We are proud to count ourselves among the exemplary partners who have helped many organizations solve their most complex technology and business needs. The automation movement is here and now, and we are excited to keep the momentum going by continuing to deploy practical and effective solutions to our high-growth and technology clients.

Additionally, we are thrilled to have received recognition for our Workato expertise as the winner of the Thought Leadership Award. Our Workato experts enjoy sharing their knowledge with audiences looking for guidance on the right automation solutions for their growth.

Congratulations to all the award recipients recognized this year!

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Connor Group Awarded
## NetSuite recognizes Connor Group as Winter 2023 Alliance Partner Spotlight Award Winner

We are excited to announce that Oracle NetSuite has named Connor Group a Winter 2023 Alliance Partner Spotlight Award Winner, Energy/Solar, for its work with Arcadia Power.

This award recognizes Connor Group as a leading partner and our achievements for outstanding work, demonstrated commitment, and success in implementing NetSuite.  NetSuite also states that the award recognizes the development of outstanding expertise, customizations, and intellectual property in specific micro verticals.

Arcadia Power selected NetSuite and began working with Connor Group to implement its new ERP platform. During phase one, the company implemented general ledger, OneWorld, multi-book, accounts payable, fixed assets, accounts receivable, and revenue management. Phase two is live and includes Zone and advanced revenue management (ARM).

For Arcadia Power, Connor Group provided custom scripts that support milestone billing for the Community Solar Revenue Stream, over 100 custom fields across Zone records to pull key attributes through the Zone/ARM process, and a workflow solution to auto-send invoices to multiple emails.

With NetSuite, Arcadia has a single source for executing transactions and reporting. The company is operating with more controls in place and more automation around opportunity-to-cash processes. Up next, Arcadia plans to implement dunning and expand sales taxes to support its growing base of non-exempt customers and implement finance charges on delayed invoice payments.

Connor Group has been in The NetSuite Alliance Partner program for over eight years, providing business consulting, integration, and implementation services that help customers get even more value from their NetSuite software. Alliance Partners are experts in their field and have a deep and unique understanding of NetSuite solutions.

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

## IPO Speed Guide
November 18, 2021

## Achieving your IPO at Lightning Speed – Connor Group & NetSuite’s New Business Guide

We are excited to announce the launch of our newest business guide: Ringing the Bell at Lightning Speed. Co-authored with NetSuite, the guide takes a deep dive into the critical importance of speed when preparing for an IPO to ensure companies are not wasting millions of dollars in the process. We explore why basic ERP systems can’t adequately prepare organizations for the complicated process and how a unified cloud enterprise resource planning (ERP) platform in combination with a specialized professional services firm can work together to shorten the path to going public. Access the full piece to see how you can ensure you are able to achieve an IPO at lightning speed.

Want to explore more IPO content? Receive exclusive IPO content delivered directly to your inbox monthly. Learn more about the key steps in the IPO Journey, how to ensure your company is IPO ready and how to avoid common mistakes that may delay your IPO timeline.

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Connor Group Awarded
# Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

Oracle NetSuite has announced that Connor Group is a Summer 2023 Alliance Partner Spotlight Award Winner, Hospitality, for its work with ezCater, a Boston-based company that connects businesses with restaurants and caterers through an online marketplace. NetSuite’s Alliance Partner Spotlight Awards recognize leading partners and their achievements for outstanding work with customers.

For ezCater, Connor Group implemented NetSuite as its new ERP platform to help the company with its overall technology and integration strategies. ezCater had challenges manually aggregating data in a format that could be easily fed to its general ledger. GL, OneWorld, Financial Management Cloud, AP, AR, Fixed Assets, and Revenue Management Cloud were integrated during the first phase. Connor Group also supported ezCater with its system landscape design and dataflow, SOD proprietary controls packages, including workflows, roles/permissions, and reporting.

The go-live date was met after four months of implementation, and the first post-go-live month-end close was completed on time. Historical data was migrated for two US and two international entities; three on-sites for conference room pilots, UAT, and support for the first month-end close was included after going live. The combination of remote and in person sessions helped the teams build lasting professional relationships.

With NetSuite, ezCater now has consolidated reporting for all entities. Transactions from peripheral software are aggregated in NetSuite. Phase one implementation serves as a springboard to prepare ezCater for expanding its financial system landscape to include a data synthesis layer, which will feed aggregated revenue transactions into NetSuite in an intuitive format for easy reporting.

The NetSuite Alliance Partner program provides business consulting services and integration and implementation services that help customers get even more value from their NetSuite software. Alliance Partners are experts in their field and have a deep and unique understanding of NetSuite solutions.

Connor Group has been working with NetSuite for over ten years. They provide expertise in Digital Solutions, Accounting Advisory, Transformation & Risk, IPO/SPAC Services, Financial Close & Reporting, and M&A Services. The Connor Group team partners with clients across a range of industries to help them achieve their business goals and drive growth.

### About ezCater

ezCater is the most trusted provider of corporate food solutions. With over 100,000 restaurants across the US on its platform, ezCater provides flexible and scalable food solutions for everything from recurring employee meals to one-off events such as sales calls and board meetings. ezCater is purpose-built for food for work and supported by best-in-class customer service, enabling companies to centralize and manage their food spend in a single, customizable platform. To explore corporate food solutions or place a catering order, visit [www.ezcater.com](https://www.ezcater.com/).

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## ASC 842 Webinar Series
August 9, 2021

## Connor Group Presents Back to Basics for ASC 842 Implementation CPE Webinar Series

Connor Group is preparing to launch our three-part CPE webinar series, Back to Basics for ASC 842 Implementation, beginning August 17. For many companies, leasing is a key element to how they obtain tangible assets to use in their businesses and manage cash flows. The accounting for leases has gone through a major overhaul with the issuance of ASC 842. While public companies had to adopt this standard a couple of years ago, private company adoption is right around the corner.

Connor Group partner Dom Kerr, alongside Connor Group experts Alec Schorn and Blake Collins, will provide attendees with a refresher on how to maintain compliance when the standard becomes effective for private companies in January 2022. From the key difference between ASC 842 and 840, to lease identification, classification, and measurement, each session will guide attendees to an understanding of the key elements for adoption and continued success after the adoption is complete.

reimplementing NetSuite in their organization. They will also share best practices to achieve a successful NetSuite implementation of your own.

* * *

### ‍ **Contact**

![Dominic Headshot](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640c7bb4403086f95aee478a_ProPic-Dominick_Kerr.jpg)

#### Dominic Kerr

Partner, Technical Accounting

[Connect on LinkedIn](https://www.linkedin.com/in/dominick-kerr-45462423/)

Dom is a Partner in Connor Group’s Technical Accounting Practice in the New York office. In this role, he provides guidance and leads client service engagements on a variety of technical accounting issues including leasing, debt and equity financing transactions, revenue recognition, business combinations, embedded derivatives, foreign currency, stock and employee compensation, and new accounting standard implementation. He is the leader of Connor Group’s thought leadership and client service roll out around the new leasing standard (ASC 842). Dom is also a member of the FASB Small Business Advisory Committee and is a developer and presenter of training classes for external and internal audiences and a presenter at accounting conferences.

Prior to joining Connor Group, Dom spent ten years at PwC, including two years as a technical accounting consultant in the Accounting Services Group of PwC’s National Office. While in the National Office, Dom consulted on a variety of technical accounting issues including leasing, debt and equity financing transactions, embedded derivatives, the statement of cash flows, foreign currency, and private company accounting alternatives. Before his time in the National Office, Dom was a member of PwC’s Private Company Services assurance practice serving private equity-backed enterprises, pre-IPO companies, and large closely-held businesses in a variety of industries. He managed all aspects of audit and attest engagements including technical accounting research, financial statement preparation, internal controls assessments, and process improvement analysis.

Dom is a Certified Public Accountant (New York & New Jersey). He graduated with distinction from Hofstra University with an MBA in Accounting and graduated with distinction from the State University of New York College at Geneseo with a BS in Business Administration.

‍

* * *

![Blake Headshot](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640c72fc09fda051b9aed23e_ProPic-Blake_Collins.jpg)

#### Blake Collins

Partner, Technical Accounting

[Connect on LinkedIn](https://www.linkedin.com/in/blake-collins-6479813/)

Blake is a Director in Connor Group’s Technical Accounting and IPO Services practice, providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. He has extensive experience with revenue recognition, lease accounting, business combinations, goodwill and intangibles, public equity offerings, and stock-based compensation.

Prior to joining Connor Group, he worked as an audit professional at Deloitte in Orange County, California, and Salt Lake City, Utah, for more than 8 years, most recently as a senior manager serving both public and private multi-national and small companies in a variety of industries. His international audit experiences include mergers and acquisitions, SEC reporting and compliance, as well as resolution of technical accounting issues.

Blake graduated from Brigham Young University holding both bachelor’s and master’s degrees in Accounting and is a Certified Public Accountant in Utah.

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Data Bridge Presentation
## **ConnorGroup to present _Building the Data Bridge with Workato_ at Automate 2024**

Connor Group is excited to announce its participation in Automate 2024, an annual leading automation event held this year in San Mateo,CA. The company will present _Building the Data Bridge: Architecting a Unified Data Ecosystem with Workato_. The session will be led by Jason Pikoos, Managing Partner, Automation & AI at Connor Group.

Jason Pikoos will delve into how organizations can construct a data ecosystem that enhances dynamic reporting, leverages AI, and ensures data accessibility across departments. Joining him in this informative session will be Matt Graveen, Senior Manager, M&A Accounting Data Analytics at DoorDash, who will share real-world experiences, challenges, and successes.

The session will explore current methods of information dissemination, the innovative concept of a data bridge, and actionable steps towards creating a forward-thinking data model.

**Session Details:**

- **Date:** August 15, 2024
- **Time:** 3:35 – 4:05 PM PT
- **Location:** Breakout Room Sequoia

For more information about implementing a unified data ecosystem at your organization, please contact Jason Pikoos.

Connor Group is proud to be a sponsor of Workato’s Automate 2024, underscoring its commitment to driving innovation in automation and AI.

‍

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Launch of CX Firm
# Connor Group Launches New Affiliate Firm, CX, Specializing in Elite Finance and Accounting Talent

Connor Group, a leading advisory firm in the finance and accounting industry, is thrilled to announce the official launch of its affiliate firm, CX. Positioned as an interim accounting staffing company, CX aims to provide organizations with elite finance and accounting talent.

With two decades of expertise and a sterling reputation in finance and accounting services, Connor Group has solidified its position as a trusted partner for businesses across various industries. The launch of CX marks a significant milestone in the company's journey as it continues to expand its service offerings and enhance its capabilities.

CX, accessible at cx.connorgp.com, specializes in providing top-tier finance and accounting professionals for organizations seeking interim staffing solutions. Through a pragmatic approach that balances strategic vision with meticulous attention to detail, CX leverages its expertise with real-time access to the vast network and resources of Connor Group, to provide clients with all the essential elements for success.

Jeff Picket, Founder and Chairman of Connor Group, expressed his enthusiasm for this new venture, stating, "CX represents an exciting evolution in our mission to provide unparalleled financial and accounting advisory services. We're confident that CX will deliver exceptional talent and expertise to our clients, further solidifying our position as leaders in the industry."

Dave Butler, CEO of CX, shared his perspective on the launch, saying, "We are thrilled to introduce CX. Our team is dedicated to delivering top-tier finance and accounting talent, combined with the vast resources and expertise of Connor Group, to help organizations thrive in today's competitive landscape."

CX is committed to empowering organizations with top-notch finance and accounting professionals who can drive success and innovation. To learn more about CX and its services, please visit [cx.connorgp.com](https://cx.connorgp.com/).

‍

**About Connor Group:**

Connor Group is a specialized professional services firm of Big 4 alumni and industry executives. Our team of highly experienced professionals helps financial and operational executives with their most complex and significant matters, including digital solutions, financial accounting and operations, IPO and M&A services, and managed services. Our clients are the world’s top growth companies, and we support them as they change the world and create new markets!

Our client portfolio includes multi-billion-dollar public, mid-cap public, and pre-IPO companies ranging from early stage to late stage. Our global clients represent the most exciting industries, including high tech, Internet, social networking, gaming, software, ad tech, clean tech, life sciences, financial services, consumer products, life sciences, and manufacturing.

Our goal at Connor Group is to be the most respected firm across our service lines by delivering the highest quality services to our clients. We are hired by executives who understand the importance of leveraging their time as well as having a partner who can successfully execute their finance and accounting, IT, and operational needs.

Learn more at [connorgp.com.](https://www.connorgp.com/)

‍

**About CX**

CX specializes in providing top-tier finance and accounting professionals on an interim staffing basis who are more than just experts – we’re problem solvers, communicators, and collaborators. Our professionals possess sharp analytical skills and exceptional financial expertise and have access to CX Academy’s transformative training and a vast ecosystem of financial leaders. Backed by our network of resources and the strength of our sister company, Connor Group, we provide unparalleled industry insights. With CX, you’re not just getting talent; you’re embracing a partnership that propels your finance and accounting functions and the achievement of your goals. Choose CX for more than just our talent – choose us for a strategic alliance that redefines success. Elevate your finance and accounting landscape with CX.

Learn more at [cx.connorgp.com.](https://cx.connorgp.com/)

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Teamwork at Connor Group
## **Partner Michele Clarkson shares her experience working with great team members at Connor Group.**

‍

𝗦𝗼𝗺𝗲 𝘄𝗼𝗿𝗸 𝗽𝗹𝗮𝗰𝗲𝘀 𝗵𝗮𝘃𝗲 𝗴𝗿𝗲𝗮𝘁 𝗼𝗳𝗳𝗶𝗰𝗲𝘀. 𝗢𝘁𝗵𝗲𝗿𝘀 𝗵𝗮𝘃𝗲 𝗴𝗿𝗲𝗮𝘁 𝗽𝗲𝗼𝗽𝗹𝗲. 𝗜’𝗺 𝗹𝘂𝗰𝗸𝘆 𝘁𝗼 𝗵𝗮𝘃𝗲 𝗯𝗼𝘁𝗵.

When people ask me what I enjoy most about working at **Connor Group**, the answer always comes easily: 𝘁𝗵𝗲 𝗽𝗲𝗼𝗽𝗹𝗲.

And while that’s true across the company, I want to give a special shoutout to our 𝗡𝗲𝘄 𝗬𝗼𝗿𝗸 𝗼𝗳𝗳𝗶𝗰𝗲.

The energy here is unlike anything else — a strong culture paired with a lively spirit that makes every day feel connected and collaborative.

We’re a regular hub for colleagues visiting from other offices , which means there’s always opportunities to meet new faces across practices.

It’s the little moments that stand out — impromptu coffee chats or quick hallway conversations that spark new ideas.

We also have a steady rhythm of social events that bring people together, giving us space to connect on more than just project work — whether that’s talking shop or just talking about life.

And it’s not just internal connections. Being in NYC creates natural opportunities to build relationships that go beyond business into genuine partnerships.

All of this creates an environment where collaboration flows naturally, career growth feels supported, and our culture isn’t just something we talk about —it’s something we live every day.

𝗧𝗵𝗲 𝗽𝗲𝗼𝗽𝗹𝗲 𝗺𝗮𝗸𝗲 𝘁𝗵𝗲 𝗽𝗹𝗮𝗰𝗲. And here at Connor Group, that makes all the difference.

‍

[View this post on LinkedIn](https://www.linkedin.com/posts/michele-clarkson_%F0%9D%97%A6%F0%9D%97%BC%F0%9D%97%BA%F0%9D%97%B2-%F0%9D%98%84%F0%9D%97%BC%F0%9D%97%BF%F0%9D%97%B8%F0%9D%97%BD%F0%9D%97%B9%F0%9D%97%AE%F0%9D%97%B0%F0%9D%97%B2%F0%9D%98%80-%F0%9D%97%B5%F0%9D%97%AE%F0%9D%98%83%F0%9D%97%B2-%F0%9D%97%B4-activity-7363623313878777856-ZMhE?utm_source=share&utm_medium=member_desktop&rcm=ACoAABI9gE0BK0uipzqR57kHF5v7gNX89qJywuI)

‍

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## ERP Implementation Insights
August 30, 2021

## Exploring the Competitive Advantages of a Successfully Implemented ERP with Connor Group and Snagajob

In the fast-paced and dynamic environment of high-growth companies, flexibility and speed create competitive advantages, and few investments are as meaningful as a robust accounting platform to achieve this. Connor Group is joining forces with NetSuite on September 21st to provide audiences with a first-hand experience from Dan Minahan, Internal Operations Project Manager at Snagajob, about the competitive advantages of a successfully implemented ERP. In this intimate CPE-eligible fireside chat, Connor Group’s Tyler Richtsmeire will chat with Minahan about how his team gained access to better tools and streamlined their financial reporting segmentation by reimplementing NetSuite in their organization. They will also share best practices to achieve a successful NetSuite implementation of your own.

* * *

### ‍ **Contact**

![Headshot Tyler](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640e231b95218259e9d1789c_Tyler.png)

#### Tyler Richtsmeier

Director, Financial Operations

[Connect on LinkedIn](https://www.linkedin.com/in/tyler-richtsmeier/)

Tyler is a Director in Connor Group’s Financial Operations practice. He has significant experience implementing systems, processes, and controls in complex and fast-paced environments. Tyler is a critical thinker and understands the importance of effectively leveraging business applications.

Prior to joining Connor Group in New York, Tyler worked for Groupon as Manager of Financial Systems. Before Groupon, he worked for Honeywell in various accounting roles. Tyler graduated with a Bachelors of Business Administration from the University of Michigan.

Tyler is a leader in Connor Group’s NetSuite practice and holds several NetSuite certifications.

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## 2023 Healthcare Outlook
January 27, 2023

‍

## 2023 Outlook from the JP Morgan Healthcare Conference – Insights from investors, entrepreneurs and stakeholders

Entrepreneurs, investors, and stakeholders met under a downpour in San Francisco at the 41st annual J.P. Morgan Healthcare Conference. Healthcare’s seminal conference did not disappoint as deals formed under umbrellas, in hotel lobbies, and before and after oversubscribed cocktail receptions during the wet week.

‍

### Top Five 2023 Themes from our client, bankers, ecosystem and market makers:

- **1 The future is bright:** Especially for companies with clinical or commercial-stage products.
- **2 Investors with ample dry powder:** After two record years in fundraising, life science investors are eager to put capital to work, especially for companies with advanced technology.
- **3 IPO window:** Companies are preparing for the IPO window to return late 2023 or early 2024.
- **4 M&A selectively:** With the increased cost of capital and its effects on both sides of deals, the volume of M&A won’t increase too dramatically, but larger deals should close.
- **5 Advanced technology leads:** As public and private investors become more selective, companies with solid technology pipelines in advanced stages will find greater access to capital.

“The tone at JPM this year — optimistic!” said [Ravi Kumar](https://www.linkedin.com/in/ravi-kumar-4aa5735/), Partner and West Region Market Leader at Connor Group. He continued, “Company valuations returned to earth after reaching stratospheric heights in 2021. Public biotech company valuations of the IPO classes of recent years plummeted in 2022, and private company investors have been extremely selective despite ample amounts of dry powder to invest. Entrepreneurs, executives, and investors are looking for the pendulum to swing back during the second half of 2023.”

The record IPO/SPAC year of 2021 and overall market decline certainly affected the industry, with many of the IPO class years of 2021 and 2020 trading near or even below cash. While the IPO classes of 2019 and 2018 were still down, their positions held up better than the most recent IPOs.

According to Errol Buxton, Managing Director at DFIN, “Overall, I would say investors are realistic with their outlook. Many estimate an IPO window will open for select deals in Q3 or Q4 2023. Deals with compelling technology, clinical stage products, and robust pipelines should be able to go out later this year.”

While the valuations for private companies have rationalized and investors have become more selective, 2022 was still second to 2021 regarding the number of investments and total dollars. Despite strong investments in both of the last two years, life science investors currently have nearly $20B of dry powder at the ready

‍

![U.S. Life Science Venture "Dry Powder"](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640d1d1a025a32477c80f22f_DryPowder.jpg)

[Jim Neesen](https://www.linkedin.com/in/jim-neesen-7048206/), Managing Partner at Connor Group, said, “With the economic downturn and the increase in the cost of capital, we saw an uptick in alternative financings during 2022. The SPAC frenzy ended, and we saw the return of reverse mergers and other means of financing.”

Private company M&A slowed in 2022 as share prices withered and interest rate hikes raised the cost of capital. Life science deals in tools and devices were down overall, while biotech drug development deals remained a bright spot. This trend will likely continue as companies focus on preserving cash and refocusing on internal programs.

Jim continued, “Our outlook for 2023 is cautiously optimistic as we see companies with strong technology and robust cash positions preparing for an IPO in late 2023 or early 2024. We expect this to broaden in 2024. We don’t expect to return to 2021 levels, but perhaps a more realistic level of IPOs going forward.”

Oncology, specifically immuno-oncology, retains its stronghold on investor interest, however we are seeing renewed interest and investment uptick in other areas such as companies focused on autoimmune, respiratory, central nervous system and even cardiovascular and metabolic disorders. Across sectors, companies with a computational approach generally realized higher valuations than those without, as investors now expect this to be integrated into the approach. Companies with COVID technologies and testing faced increased regulatory hurdles from the FDA as companies were required to submit to the agency for approval rather than the laboratory developed test (LDT) approach.

Connor Group Life Science Industry Advisor, Greg Jensen, commented, “Buzz around harnessing computational power in the drug development process from big pharma and startups is high. We are seeing broad implementation of computational biology and structural biology approaches during every stage from target identification to late-stage development.”

If the robust energy and interest displayed during the 41st annual J.P. Morgan Healthcare Conference and related meetings indicate the year ahead holds the potential for a return to more reasonable levels at every stage, including IPOs.

* * *

### ‍ **Contact**

‍

![Ravi Headshot](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/640c83439a17c93ad312aeb1_ProPic-Ravi_Kumar.jpg)

#### Ravi Kumar

Partner, Technical Accounting

[Connect on LinkedIn](https://www.linkedin.com/in/ravi-kumar-4aa5735/)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Strategic Accounting Partnership
# Connor Group Announces Strategic Partnership with Klarity to Elevate Modern Accounting through AI and Practical Solutions

Connor Group, at the forefront of modern finance, automation, and GenAI, proudly unveils its strategic partnership with Klarity, pioneering technology and leading GenAI platform to automate accounting and compliance workflows. This collaboration is an exciting milestone that blends two powerhouses and brings breakthrough solutions that transform the finance and accounting landscape.

Jason Pikoos, Managing Partner at Connor Group, shared, "We have a vision of Modern Finance – a highly efficient and scalable function playing a key role in driving strategy and growth. Technology and GenAI are the keys to this vision. As a firm at the forefront of tech innovation, this partnership is a natural next step. Partnering with Klarity creates an exciting solution for our clients – combining best-in-breed GenAI with world-class technologies and accounting professionals.”

Klarity, esteemed for being the leader in GenAI-driven automating accounting workflows that have traditionally been offshored, further strengthens Connor Group's mission of helping high-growth companies achieve their most critical business goals.

Andrew Antos, CEO of Klarity, expressed, "This partnership marks a transformative phase for Klarity. Given the complete transformative power of GenAI, companies are adopting GenAI faster than any other technology ever.  We're excited to partner with Connor Group, who are leaders of Modern Finance, to bring Gen AI to finance and accounting teams everywhere."

‍

## About Connor Group:

A visionary in the world of Modern Finance, Connor Group excels in automation and state-of-the-art technology, including GenAI. With a legacy steeped in delivering practical solutions and leading tech strategies, they have been instrumental in shaping the future of finance, making it more responsive, agile, and value-driven.

‍

## About Klarity:

Don’t Offshore. Automate! Klarity is a GenAI SaaS that automates accounting and compliance workflows that involve documents. Klarity’s customers, like OpenAI, DoorDash, and Cloudflare, automate workflows like Order Management, ASC 606 and 842 Compliance, Commitments & Contingencies Footnote Tie-Out, and many others. Klarity’s customers save 87%+ cost, decrease the risk of misstatement, and increase speed to seconds instead of days.

[https://www.tryklarity.com/](https://www.tryklarity.com/)

‍

For further details or media queries, please contact [Jason Pikoos](mailto:Jason.Pikoos@connorgp.com).

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Persefoni-Connor Group Partnership
April 12, 2022

‍

## Persefoni and Connor Group Partner to Support Financial Executives in the Technology and High Growth Sector with Carbon Disclosures

‍

**TEMPE, Ariz. – 12 April 2022, 7:00 a.m. ET:**

[Persefoni](https://persefoni.com/), the leading Climate Management & Accounting Platform (CMAP) for enterprises and financial institutions, today announced a strategic partnership with [Connor Group](https://www.connorgp.com/), a specialized professional services firm comprised of Big 4 alumni and former industry executives that help financial leaders of multi-billion-dollar public, mid-cap public and pre-IPO companies with their most complex and significant matters. This strategic partnership will help deliver Persefoni’s market-leading climate platform to Connor Group’s global clients across many exciting industries.

Persefoni’s solution radically simplifies the technical barrier to entry for carbon accounting. The platform enables users to turn financial, operational, and supply chain data into certified carbon footprint data, greatly reducing complexity while decreasing time to gain insights across multiple climate disclosure and sustainability reporting frameworks. The company has successfully codified the 750+ pages of the Greenhouse Gas Protocol technical guidance into its platform. Additionally, Persefoni is the first and only vendor to codify the global standard for financed emissions calculations, the Partnership for Carbon Accounting Financials.

On March 21, 2022 [the SEC unveiled a revised climate-related disclosure proposal](https://www.sec.gov/news/press-release/2022-46), which [Persefoni provided input for on three occasions](https://persefoni.com/solutions/sec). If the proposal is passed, listed companies would be required to disclose certain greenhouse gas emissions which would be subject to assurance. Persefoni offers a robust technology-enabled solution that is audit-ready and serves as a single source of carbon truth. The platform produces investor-grade disclosure, which is critical to ensuring data integrity, accuracy, and compliance.

Connor Group’s expertise and unrivaled track record of delivering transformational strategic guidance and value to companies within the technology and high growth sectors, along with Persefoni, will unlock a new level of value for joint customers by providing a premier avenue for an efficient and effective implementation and integration of the Persefoni solution into daily operations.

**Leadership Quotes:**

“Connor Group’s expertise across financial accounting and operations, IPO and M&A services, digital solutions, and managed services, particularly in the tech space, are well positioned to bring Persefoni’s real-time carbon reporting capabilities to financial executives, incorporating new climate management practice.” – Keith Denham, EVP, Global Markets, Persefoni

“Climate reporting and management are a major strategic topic for most of our clients and we expect will rapidly expand in the years ahead. Having the powerful capabilities offered by the Persefoni platform at their fingertips will allow company executives to effectively report, set goals and drive actions as they look to manage and mitigate their carbon footprint” – Jason Pikoos, Managing Partner, Client Experience, Connor Group

**About Persefoni**

Persefoni, Inc., is the leading Climate Management & Accounting Platform (CMAP). The company’s Software-as-a-Service solutions enable enterprises and financial institutions to meet stakeholder and regulatory climate disclosure requirements with the highest degree of trust, transparency, and ease. As the ERP of Carbon, the Persefoni platform provides users a single source of carbon truth across their organization, enabling them to manage their carbon transactions and inventory with the same rigor and confidence as their financial transactions.

Learn more at [https://persefoni.com](https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fpersefoni.com%2F%3Futm_source%3Dworkiva%26utm_campaign%3Djoint-sec-marketing%26utm_medium%3Dpress-release&esheet=52580017&newsitemid=20220216005287&lan=en-US&anchor=https%3A%2F%2Fpersefoni.com&index=9&md5=6a41ecd94b25c8f33cf8825dee97315c).

Follow Persefoni on LinkedIn: [https://www.linkedin.com/company/persefoni](https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F64767621&esheet=52580017&newsitemid=20220216005287&lan=en-US&anchor=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpersefoni&index=10&md5=3152aedcc94b23e167d0e71fd66ce155).

**About Connor Group**

Connor Group is a specialized professional services firm comprised of Big 4 alumni and industry executives. Our team of highly experienced professionals helps financial executives with their most complex and significant matters, including financial accounting and operations, IPO and M&A services, digital solutions, and managed services. Our clients are the world’s top growth companies, and we support them as they change the world and create new markets!

Our client portfolio includes multi-billion-dollar public, mid-cap public, and pre-IPO companies ranging from early-stage to late-stage. Our global clients represent the most exciting industries including high tech, Internet, social networking, gaming, software, ad tech, cleantech, life sciences, financial services, consumer products, biotech, services, and manufacturing.

Our goal at Connor Group is to be the most respected firm across our service lines by delivering the highest quality services to our clients. We are hired by finance and accounting executives who understand the importance of leveraging their time as well as having a partner that can successfully execute their needs.

Learn more at [www.connorgp.com](https://protect-us.mimecast.com/s/TFe9CpYlVkfAgnySD69MI?domain=connorgp.com/).

**CONTACTS**

**Media Inquiries:**

Susan Koehler

Persefoni

[press@persefoni.com](mailto:press@persefoni.com)

**Media Inquiries:**

Laura Garcia

Connor Group

[Laura.garcia@connorgp.com](mailto:Laura.garcia@connorgp.com)

‍

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Allysha Mateo's Success Story
![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/64caa4ee129c45495ead22dd_Allysha.png)

## Celebrate excellence with us!

### Allysha Mateo credits preparation, self-motivation, and courage for her success at Connor Group and on the golf course

Connor Group intern and prospective associate Allysha Mateo exemplifies the values and qualities Connor Group lives by. She is likable, competent, disciplined, and courageous.

She is also teed up to compete in Stage 1 of the LPGA Tour Qualifying School August 28 – 31.  Qualifying School, or Q School, gives female golfers the opportunity to earn their LPGA Tour Card for next year’s season, gaining full status on the LPGA tour at the end of the third and final stage. Q School sifts through hundreds of female golfers and finds those exceptional women who can compete on the LPGA tour with the best female professional golfers in the world through a series of cuts made over the three stages.

Allysha was a successful, five-year starter for the Brigham Young University (BYU) Cougars. With a habit of living by self-statements, she put her many mottos into action, driving her education, golf career, and future – statements she brings to her work at Connor Group.

“Courage equals learning, and I was taught that the smartest people ask the most questions,” said Allysha. “If you never ask the question or ask for the opportunity, you never learn or know what you are capable of.”

Allysha Mateo is capable of a lot.

She worked and paid her way through college with golf scholarships and with what she calls being a “gritty fighter with a competitive spirit.” During her summer breaks, Allysha practiced and competed in golf tournaments while gaining work experience through internships, including one with Connor Group last summer. She graduated from BYU’s business school last April with a high GPA and a Master of Accountancy degree and has signed to join Connor Group as an associate later this year.

Allysha is a first-generation American. Her parents immigrated from the Philippines and worked hard so she could attend private school and lessons so she would be prepared when opportunities arose.

“Connor Group has made me feel like I can accomplish anything,” Allysha said. “Failure isn’t scary. It’s a step to reaching my full potential.”

“Connor Group internships are challenging and are terrific growth and development opportunities, attracting brilliant interns with a strong growth mindset like Allysha,” said Jaron Chatterley, Connor Group partner. “Her discipline and how she maximizes opportunities available to her has made her very successful. Allysha developed confidence by learning quickly through preparation and always giving her best effort. This is proven in what she accomplishes on the golf course and at Connor Group.”

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Generative AI Risk Framework
# **Connor Group, Boomi, and a Cohort of Academic Researchers Collaborate to Deliver the First-Ever Enterprise Risk Framework for Generative AI**

‍ **June 20, 2024 —** Connor Group, along with [Boomi™](https://boomi.com/%22%20HYPERLINK%20%22https://boomi.com/), and in association with professors David A. Wood (Brigham Young University Marriott School), Scott Emett (Arizona State University W.P. Carey School of Business), and Marc Eulerich (University of Duisburg-Essen Mercator School of Management), today announced the [GenAI Governance Framework](https://www.genai.global/home) — the first-ever enterprise risk framework for generative artificial intelligence (GenAI).

Built in collaboration with over 1,000 business leaders, academics, and industry bodies, the GenAI Governance Framework provides a detailed guide and comprehensive methodology for organizations of all sizes to assess their AI readiness, identify and manage enterprise risks associated with GenAI technologies, and move into responsible GenAI adoption.

The framework can be easily customized to align with a company's unique objectives, needs, and risk appetite, and empowers those responsible for risk management and governance — such as Internal Audit, IT/CISO, Legal, and Audit Committees — to identify, evaluate, and proactively address high-priority exposures.

It also provides a structured approach to pinpointing vulnerabilities and implementing controls, facilitating the secure and responsible deployment of GenAI technologies..

“Effective AI adoption will be a massive competitive advantage but many don’t know where to start and how to apply it. A few AI tools exist now with many on the way, and they are coming fast. Having a smart AI adoption strategy with underlying controls, data, and processes that are ready for AI takes time. The most competitive companies are doing these things now," explained Jeff Pickett, Chair and Founder at Connor Group.

Provided as a free resource, the GenAI Framework includes comprehensive documentation and a robust set of risk and control considerations.

Framework implementation and consulting services offered by Connor Group allow businesses to evaluate their current governance practices, identify areas for improvement, and strategically plan for future enhancements. By assessing maturity levels across various control considerations, companies can gain insights into their own strengths and weaknesses and take targeted actions to bolster their AI governance.

“Overall, the GenAI Governance Framework and accompanying Maturity Model serve as essential resources for organizations seeking to navigate the evolving landscape of AI,” said David A. Wood. “By adopting these tools, organizations can enhance their preparedness, resilience, and capability to harness the benefits of AI while effectively managing its risks.”

Learn more about the GenAI Governance Framework [here](https://p.connorgp.com/connorgroup_AI_automation#Governance).

For information about Connor Group AI and Automation services, please contact Jason Pikoos at [jason.pikoos@connorgp.com](mailto:jason.pikoos@connorgp.com).

Additional Resources

- [Governance Framework website](https://www.genai.global/)
- [Connor Group website](https://www.connorgp.com/)
- [Connor Group AI and Automation website](https://p.connorgp.com/connorgroup_AI_automation)

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA

## Professional Growth Insights
## Partner and Automation & Analytics leader Lauren Bowe shares how her time at Connor Group has spurred personal and professional growth.

𝗔𝗻𝘆𝗼𝗻𝗲 𝘄𝗵𝗼 𝗸𝗻𝗼𝘄𝘀 𝗺𝗲 𝗸𝗻𝗼𝘄𝘀 𝗜 𝘁𝗵𝗿𝗶𝘃𝗲 𝗼𝗻 𝗮 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲.

Nearly 12 years ago, I joined Connor Group for that very reason—and today, it’s that same drive that keeps me energized and motivated.

Growth, both personally and professionally, continues to be at the heart of what makes the journey so rewarding.

At Connor Group, my role has allowed me to:

• Collaborate with disruptive brands and cutting-edge clients to make a real impact within their organizations.

‍

• Solve complex finance and business process challenges by leveraging data, innovative technology, and AI.

‍

• Apply lessons learned to tailor best practices and deliver adaptable, right-sized solutions.

‍

• Push the boundaries of innovation and define new solutions at an incredible pace.

‍

However, none of this would be possible without the exceptional people I’ve had the privilege of working alongside. Every day, I’m surrounded by talented, driven professionals who not only inspire me but make this journey truly enjoyable.

To those who have invested in my growth—thank you. And to those who trust me to contribute to theirs—I’m grateful to be part of your journey. I’m proud of what we’re building here at Connor Group, and I’m excited for what’s ahead!

[View this post on LinkedIn](https://www.linkedin.com/posts/lauren-bowe-610572b8_%F0%9D%97%94%F0%9D%97%BB%F0%9D%98%86%F0%9D%97%BC%F0%9D%97%BB%F0%9D%97%B2-%F0%9D%98%84%F0%9D%97%B5%F0%9D%97%BC-%F0%9D%97%B8%F0%9D%97%BB%F0%9D%97%BC%F0%9D%98%84%F0%9D%98%80-%F0%9D%97%BA%F0%9D%97%B2-%F0%9D%97%B8%F0%9D%97%BB%F0%9D%97%BC%F0%9D%98%84%F0%9D%98%80-activity-7387195596165783553-pqdI?utm_source=share&utm_medium=member_desktop&rcm=ACoAABI9gE0BK0uipzqR57kHF5v7gNX89qJywuI)

‍

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6597ed640f42dc0040ffa18a_News-TMB-KPI-03.jpg)

January 5, 2024

#### Deciphering Key Performance Indicators (KPIs) in the Software Industry

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/deciphering-key-performance-indicators-kpis-in-the-software-industry)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/656f281e149783644dfe1b6c_NewsTMB-AiArticle-V6.jpg)

December 5, 2023

#### AI Readiness: Navigating the AI Revolution

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-readiness-navigating-the-ai-revolution)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/6556181b81d493aa3b1f0250_NewsTMB-AiArticle-V5.jpg)

November 16, 2023

#### AI Risk Management: New Risks for the CFO

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/ai-risk-management-new-risks-for-the-cfo)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65451159f98ac1092125c618_NewsTMB-Netsuite_Hosp.jpg)

November 3, 2023

#### Connor Group Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/connor-group-recognized-by-netsuite-as-summer-2023-alliance-partner-spotlight-award-winner)

![](https://cdn.prod.website-files.com/63ed5af1967b12e1ff69c624/65390ce62b6ed7c347b63bad_NewsTMB-Netsuite_TPart.jpg)

October 25, 2023

#### NetSuite names Connor Group Transformation Alliance Partner of 2023

[Read More\\
![](https://cdn.prod.website-files.com/63dc3d14e6decd60bd2cf612/63e1862923839f57df6014c1_Arrow%20Dark.svg)](https://www.connorgp.com/news/netsuite-names-connor-group-transformation-partner-of-2023)

## Find a role that maximizes your potential

[See open Roles](https://jobs.lever.co/connorgp/)

![](https://cdn.docsbot.ai/teams%2Fiqq2p6zx4hnU184M3dog%2Fbots%2FqE6pZciO0U07PA9hC6vj%2Fimages%2F748925be-a91d-4678-8e4a-e1291e359554.png?alt=media)

reCAPTCHA