Strategic Partners
Platinum Partners
Baker Tilly
Moss Adams and Baker Tilly have joined forces to redefine accounting, tax, and advisory services for the middle market. United, we bring a legacy and commitment to helping our clients embrace what’s next.
With more than 11,000 professionals in 90-plus locations nationally, our reach and resources fuel our ability to bring deep industry insights, bold thinking, and holistic solutions that serve our clients’ unique needs.
At Baker Tilly, we unlock the power of possibility for businesses ready to move forward. Discover more at: www.mossadams.com/combo.
Tony O'Donnel
Principal
[email protected]
Brian Conner
Principal
[email protected]
BFBA Beyond Accounting
For 40 years, BFBA has provided service beyond accounting—going beyond the traditional CPA functions to provide innovative, consistent & attentive service across an array of specializations. Our team of professionals' work with you as true partners and advisors to evaluate complex issues and provide solutions that bring value and meet your tax, assurance, and advisory needs.
Rachelle Ann Castro
Partner - Tax
[email protected]
Kelly Aguirre
Senior Manager - Audit
[email protected]
California Chamber of Commerce
The California Chamber of Commerce (CalChamber) is the largest broad-based business advocate to government in California. A not-for-profit organization with roots dating to 1890, CalChamber promotes international trade and investment to stimulate California's economy and create jobs. The CalChamber store provides business and human resource managers a one-stop shop for employer/HR compliance products and services. The comprehensive online resource, along with sister site, HRCalifornia.com, is designed by employment law experts and provides up-to-the minute information on California employment law topics such as overtime pay, calculating work hours, employee handbooks, workplace harassment prevention training, family and medical leave, workers' compensation and exempt vs. nonexempt employees.
Gretel Tortolani
[email protected]
J.P. Morgan Chase
Our mission is to create engaged, lifelong experiences. We serve nearly half of America’s households with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. For customer service, contact us via chase.com/customerservice. See full social media terms and conditions at chase.com/socialterms. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.
Mark Senatori
Associate Commercial Banker | Middle Market Banking & Specialized Industries | Commercial Banking
1415 L St Ste 650, Floor 06 | Sacramento, CA 95814 | T: 916 491 3338 | Cell: 916 792 7345
[email protected] | jpmorganchase.com/commercial
Epic Insurance Brokers and Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm, founded in San Francisco, California in 2007 with offices and leadership across the country.
Kevin Valine
Senior Vice President
[email protected]
Greenberg Traurig
Greenberg Traurig, LLP has more than 2650 attorneys in 47 locations in the United States, Europe and the Middle East, Latin America, and Asia. The firm is a 2022 BTI “Highly Recommended Law Firm” for superior client service and is consistently among the top firms on the Am Law Global 100 and NLJ 500. Greenberg Traurig is Mansfield Rule 6.0 Certified Plus by The Diversity Lab. The GT Sacramento office has nationally recognized litigation team members that handle business disputes, class action, environmental, labor and employment, government and government procurement, ERISA, Proposition 65, trade secrets and employee mobility, attorney general matters, government writs, appellate, and products liability litigation. They also assist clients with due diligence and compliance. The Sacramento corporate group advises public and privately held companies on mergers and acquisitions, corporate restructurings, corporate governance, recapitalizations and reorganizations, venture and private debt and equity capital, public and private offerings of securities, SEC investigations, 1934 Act compliance and general corporate matters. The firm is also known for its philanthropic giving, innovation, diversity, and pro bono representation.
Michelle Hallsten
Shareholder, Corporate
Ledgent Finance
As part of Roth Staffing Companies, one of the largest privately-held staffing firms in the country,
operating from more than 100 locations in 20 states, Ledgent Finance & Accounting understands the
mission-critical roles that finance and accounting professionals play within an organization. Whether you
are looking for a senior finance executive, staff accountant, full-time bookkeeper, or anything in
between for your organization, Ledgent can support your diverse and growing needs for temporary,
temporary-to-hire, project, and direct hire positions. Ledgent’s recruiters are well-connected within the
Greater Sacramento area including key professional organizations like FEI and have the luxury of utilizing
our relationships and connections across the country to build a robust talent network.
Ramona Chahal
Branch Manager
916.758.4490 direct
[email protected]
ledgent.com
Lynn Flory
Business Solutions Manager
[email protected]
Robert Half
Robert Half is the world’s first and largest specialized talent solutions firm that connects opportunities at great companies with highly skilled job seekers. We offer contract talent and permanent placement solutions for finance and accounting, technology, administrative and customer support, legal, and marketing and creative roles. Named to the Fortune Most Admired Companies and 100 Best Companies to Work For lists and Forbes Best Employer for Diversity, Robert Half is the parent company of Protiviti, a global consulting firm that provides internal audit, risk, business, and technology consulting solutions. Explore our comprehensive solutions, research and insights at RobertHalf.com
Lisa Cole
[email protected]
Sacramento Business Journal
The Sacramento Journal’s mission is to educate, inform and connect our business community with cutting edge local news reporting in print, online, and with superb events. The Journal focuses on breaking news, in-depth research and data, and fact-based reporting. Their website reaches over 250,500 unique readers each month and over 22,000 weekly print readers. These business decision makers have an average household income of $297,000 per year. Seventy-five percent have a college or an advanced degrees and 84% influence business decision making for their organizations. If you want to grow your business, subscribe, and use the Journal to brand your business.
Bryan Flaherty
Advertising Director
[email protected]
US Bank
The Minneapolis-based company serves millions of customers locally, nationally and globally through a diversified mix of businesses: Consumer and Business Banking; Payment Services; Corporate and Commercial Banking; and Wealth Management and Investment Services. The company has been recognized for its approach to digital innovation, social responsibility, and customer service, including being named one of the 2023 World’s Most Ethical Companies® and one of 2023 Fortune World’s Most Admired Companies™ and No. 1 Superregional Bank. Union Bank, consisting primarily of retail banking branches on the West Coast, joined U.S. Bancorp in 2022. Learn more at usbank.com/about.
Brian C Dean
Senior Vice President | Sacramento & Central Valley Market Leader
p. 916.498.3853 | c. 916.628.0032
[email protected]
621 Capitol Mall, Suite 800, Sacramento, CA 95814
Jacqui Schinnerer
VP | Commercial Relationship Manager
Northern California Commercial Banking
p. 916.498.3455 | c. 916.233.9266
[email protected]
Mason Shipley
Senior Business Banking Relationship Manager
[email protected]
USI
Vince Juarez, CRISPartner | Senior Vice President
USI Insurance Services
10940 White Rock Rd., 2nd Floor, Rancho Cordova, CA 95670
[email protected] | www.usi.com
CA License Nos. 0E24992 | 0G11911
916.883.0583 | c: 916.601.4839 | f: 610.537.2346 |
Emily Santanelli
VP of Employee Benefits
[email protected]
Weintraub Tobin
Weintraub Tobin is an innovative provider of sophisticated legal services to dynamic businesses and business owners, individuals, emerging companies, and nonprofits. From locations in Sacramento, San Francisco, Los Angeles, Newport Beach, and San Diego, more than 80 attorneys assist clients throughout California with business and litigation needs. Long-term client relationships reflect the firm’s experience, quality, consistent service, style, and strong team approach. Affiliations with law firms nationally and internationally allow Weintraub to assist clients with business interests that expand across the country and around the world.
Gary Bradus
Managing Partner
[email protected].
Gold Partners
Columbia Bank
At Columbia Bank, we’re committed to empowering businesses and families as they pursue their ambitions. With a team of dedicated professionals and a comprehensive suite of financial solutions, we offer specialized expertise and personalized support tailored to meet our clients’ needs at every stage. As one of the largest banks headquartered in the West, our reputation is built on forging strong relationships, providing expert advice, and delivering resources tailored to each customer’s unique journey, whether they’re growing their company or securing their family’s future.
We are a bank but think of us as your financial partner. Because Columbia knows that the best way forward is together. Together for people. Together for business. Together for better.
Greg Robinson
Senior Vice President – Relationship Manager
[email protected]
916-549-9045
ConnectPoint Search Group
We’re Connectors.
With a track record spanning over two decades, ConnectPoint Search Group has established itself as the go-to search and staffing firm for connecting top talent with organizations in the areas of Accounting, Finance, Information Technology, Human Resources, and Clerical & Administrative fields. As a locally-rooted company in the Sacramento region, our team consists of individuals who both work and live in this vibrant community. We take immense pride in our ability to contribute to the thriving of the Sacramento region.
As the premier boutique search, recruiting, and staffing firm in the region, we are honored to be part of FEI and Sanford Rose Associates' elite network of independently owned executive search firms. This affiliation further strengthens our commitment to delivering results.
We believe we can make a positive impact on both organizations and individuals within our community.
Traci Cetraro | President
ConnectPoint Search Group
180 Promenade Circle | Suite 315 | Sacramento, CA 95834
P: (916) 239-3700 | D: (916) 800-5488 | C: (916) 698-1853
E: [email protected] | W: www.cpsg.com
Deloitte
Deloitte
With more than 100,000 professionals in the US, Deloitte provides audit and assurance, tax, consulting, and risk and financial advisory services to a broad cross-section of the largest corporations and governmental agencies. Find about more About Us and our global network.
Geneva Faraimo
Managing Director
[email protected]
GroupOne
For over 14 years, GroupOne has been a strategic partner for businesses and organizations across North America. Headquartered in the Sacramento area, GroupOne proactively identifies weaknesses and issues before they become more significant production-impacting issues. We provide industry-specific solutions for all your IT needs, including cybersecurity, cloud computing, server and desktop management, Telephony (VoIP), helpdesk, hardware procurement, and cloud-based software solutions.
Simply put, we keep your systems online, your data and users secure, and your business thriving.
Chris Wiegman
Co-Founder & CEO
Turino Fuad
Co-Founder & CFO
Growth Factory
The Growth Factory is an entrepreneurial development organization with an accompanying early-stage venture fund building a Backyard Advantage for Sacramento region founders. We believe that by uniting and engaging innovative, committed, and talented leaders to actively contribute to the success of our most promising startups, we can engineer wins and deliver top decile returns on a triple bottom line - financial, economic development, human capital – contributing to the growth and vibrancy of our Greater Sacramento region.
www.growthfactory.us
Monique Brown
Co-Founder & Managing Partner
[email protected]
linkedin.com/in/moniquebrown
Nikki Sims
Senior Associate
[email protected]
linkedin.com/in/nikkisims
HUB
Hi, we’re HUB.
We advise businesses and individuals on how to reach their goals.
When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. HUB ranks 1st as the largest privately held insurance brokerage in the world and as the largest personal lines insurance brokerage in the world. With over 2 million clients around the globe and over 530 offices across North America, we also rank as the 5th largest insurance broker in the world and the 9th largest Employee Benefits broker in North America.
So, you’re ready for tomorrow.
Daniel R. Gemma
HUB International Insurance Services Inc.
Mobile: 916-847-7382
