Members of Forbes Finance Council have been busy in the first half of 2018, seeing big growth for their businesses and accepting recognition in the form of several prestigious awards. Below, we highlight eight members and their big news.

PayStand Achieves ‘Built for Netsuite’ Status

Jeremy Almond. Photo courtesy of individual member.

Jeremy Almond, CEO of PayStand, is excited to share that his company achieved “Built for Netsuite” partnership status with Oracle/Netsuite after announcing its new SuiteApp at SuiteWorld Las Vegas in April. The app, which integrates and automates NetSuite-based financial processes, automates $550 billion worth of transactions and removes friction from accounts receivables and payables. “In conjunction with the strong, deeply integrated SuiteCloud, PayStand offers unprecedented ease of payment. A digital transformation continues in core systems like CRM, accounting and ERP, PayStand is completing the process by bridging the payments gap in high-volume commercial transactions,” said Almond in a recent press release.

INSIDE Public Accounting Names Moore Colson Top Advisory Firm

Chris Tierney. Photo courtesy of individual member.

Chris Tierney, partner at Moore Colson CPAs and Advisors, is pleased to announce that the firm was named by INSIDE Public Accounting (IPA) as number one among the top 50 accounting and advisory firms in the United States for 2017. IPA has been ranking the highest performers in the field for more than 20 years, rating each firm on over 70 unique metrics. Bert Mills, managing partner of Moore Colson, noted in a press release: “We have a very talented and committed group of partners and staff all pulling the cart in the same direction in addition to a highly consultative focus that deeply enhances our client relationships. We are excited and honored to be recognized as a leader in the IPA Best of the Best category.”

Trexler Invited To Join UNPRI Hedge Funds Strategy Group

Elliot Trexler. Photo courtesy of individual member.

Elliot Trexler, President and Chief Investment Officer at Global Return Asset Management, is honored to share that the United Nations Principles for Responsible Investment (PRI) has asked him to join its Hedge Funds Strategy Group, a 16-person committee that will be drafting guidelines for asset managers to “provide a framework for hedge fund managers to integrate ESG into their investment process and portfolio management.” The guidelines are due to be released in Q4 2018. Trexler notes that “signatories of PRI’s mission have nearly $70 trillion dollars under management, 85% of which are investment managers, ensuring this initiative will have a lasting impact on the investment industry and its clients.”

Gold Stevie® Award Goes To botkeeper

Louie Balasny. Photo courtesy of individual member.

Louie Balasny, managing director at botkeeper, is delighted to announce that the company has been named the winner of the Gold Stevie® Award in the Tech Startup of the Year (Services) category of the 16th Annual American Business Awards®. The automated bookkeeping solution was lauded by American Business Award judges as “a unique solution to a huge problem for millions of small to mid-size businesses. Its first-of-its kind automated bookkeeping capability – combined with 24/7 human support to clients – is poised to gain significant market traction. The timing for robotic process automation for smaller business operations is perfect.”

sweetFrog Expands With Five New Acquisitions

Patrick Galleher. Photo courtesy of individual member.

Patrick Galleher, CEO of sweetFrog, is proud to report that his company has acquired five New York-based Hoopla frozen yogurt locations, adding to the chain’s impressive portfolio as part of its “aggressive acquisition and rebranding strategy,” which has seen the brand expand to 340 stores with plans to continue growing. Galleher said in a recent press release: “It’s a win-win for all parties involved. Acquiring these existing locations in New York is a cost-efficient way for us to expand in an area where customers already love our brand and products. Plus, we have the benefit of maintaining the staff at each location where employees have built-in rapport and established relationships with local customers.”

Mah’s XFactor Ventures Featured In Forbes

Jessica Mah. Photo courtesy of individual member.

Jessica Mah, founder and CEO of InDinero, is pleased to share that she has been featured in Forbes. Jessica is a partner at XFactor Ventures, a venture capital fund that is focused on helping female entrepreneurs. The VC firm recently invested in financial wellness startup The Beans, among a growing list of other female-led enterprises, and Mah worked with the company in developing a solid business plan and strategy. XFactor’s focus on helping women get their burgeoning businesses off the ground helped the firm score its write-up in the publication. “The idea was to get together a group of powerhouse women to back the next generation,” said XFactor partner Kathryn Minshew in the article. “We all do informal mentoring for up-and-coming entrepreneurs. Having a formal way to do it was something I was excited about.”

Petrozelli Named To InvestmentNews ’40 Under 40′

Matthew Petrozelli. Photo courtesy of individual member.

Matthew Petrozelli, CEO of Valley National Financial Advisors, is excited to share that he was selected by InvestmentNews as one of 2018’s “40 Under 40.” The publication selected Petrozelli from a pool of nearly 1,000 nominees, with a panel of reporters, editors and representatives of the company recognizing him for his level of accomplishment, contributions to the industry and promise for the future, as he has overseen his company as it grew assets under management from $490 million to almost $1 billion. “It is an honor to represent our firm and our Lehigh Valley community with this recognition,” said Matt. “I am grateful to be named among the nation’s top emerging talent in our industry.”

HousingWire Names Total Expert To 2018 TECH100 List

Joe Welu. Photo courtesy of individual member.

Joe Welu, founder and CEO of Total Expert, is proud to report that his company was named to HousingWire’s 2018 TECH100 list — the only list to capture the full U.S. housing economy, from real estate to mortgage lending and more. Total Expert is responsible for creating the first enterprise-grade Marketing Operating System specifically for financial services organizations. Welu said in a recent press release: “We are proud to be recognized on HousingWire’s 2018 TECH100 list. It is a testament to how focused and committed we are to provide a best-of-breed marketing operating system to financial institutions. Our team is focused every day on rapid innovation and solution delivery to support our clients’ growth strategies.”

These are just a handful of Forbes Councils members’ recent exciting achievements. Read about what other members are working on here.

Have news of your own to share with the community? Submit your accomplishments to our team by visiting the “get media exposure” page in your member dashboard.


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