“Deborah brings tremendous senior management experience that covers a vast range of industries along with many value added functionalities,” said Brandon Weinstock, Director of Project Consulting at Relevante. “Her auditing expertise will ensure strong advancements for Relevante in a very critical area,” he added.
Deborah has over 23 years of experience providing audit, accounting, tax, consulting and advisory services to entities in various industries including: manufacturing, distribution, not-for-profit organizations, health care and educational institutions, property managers and developers, governmental units and agencies, and retail and insurance businesses. She has specialized expertise in auditing not-for-profit organizations.
Prior to joining Relevante, Deborah served as a Senior Manager for BDO Seidman, LLP. There, she provided audit, accounting, advisory and due diligence services to numerous industries including: not-for-profit, manufacturing (domestic and international), distribution, railroad, radio broadcasting, mortgage financing, and insurance and healthcare.
She is a frequent speaker on topics including not-for-profit financial statements, cost allocation plans for financial and tax reporting, internal controls and fraud, technical not-for-profit and governmental updates, and OMB Circular A-133 and Yellow Book audits. Deborah has authored recent articles entitled Frequent Single Audit Deficiencies and The Effects of Senate Bill 1205, Act 141, on Accounting, Financial Management and Planning for Not-for-Profit Organizations. Upcoming presentations include: Presenting Financial Information to the Public – What Do Your Reports Say? and Cost Allocation Plans for Not-for-Profit Financial and Tax Reporting.
Deborah received a Bachelor of Science degree in Accounting from Villanova University, graduating cum laude, and holds a Certificate of Educational Achievement in Not-for-Profit and Governmental Accounting and Auditing from American Institute of Certified Public Accountants.
The first workshop – “Becoming a Consultant: Love It or Loathe It? – will be held at our Horsham location on Thursday, January 10, 2008, from 7:30 AM – 9:00 AM and again, at our Media location on Thursday, January 24, from 7:30 AM – 9:00 AM.
This workshop will provide you with insights into the important factors for managing a successful career as a consultant.
Hear from an expert! Facilitating the first workshop is Fred Kaplan, Director of Financial Consulting for Relevante and current President of the Philadelphia chapter of the Institute of Management Consultants. Fred has run successful consulting practices for many years, and will tell it like it is. He will discuss the industry, the profession and the way of life for management consultants. Fred will encourage your questions and active participation.
We recommend this for anyone considering a move into the consulting field, or for those who are already consulting and would like to improve their practice. We look forward to seeing you.
For more information, please Click Here or call (215) 259-5114 or
email us at firstname.lastname@example.org
Relevante, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Sponsors. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, Nashville TN 37219-2417. Telephone: 615-880-4200. Website: www.nasba.org
The IMC is a nonprofit professional association representing management consultants throughout the country. Its mission is to promote excellence and ethics in management consulting through certification, education, and professional resources.
“Being a part of the local IMC chapter has presented many tremendous opportunities for me over the years. I look to continue to advance our mission,” said Fred.
As the Director of Financial Consulting for Relevante, Fred manages its team of financial consultants. He guides a staff of 40 Relevante consultants
Brandon Weinstock, CPA and Director of Project Consulting for Relevante, started the symposium with two, fifty-minute presentations: Auditing Backdrop: Standards & Environment, and Pulse of Large Enterprise Audit, an updated presentation of results obtained from his ongoing survey of internal audit executives from mid to large size companies. For more information about the internal audit survey, contact Brandon at email@example.com. Five parts of the six-part program offered topics primarily in the audit area while Allen Sullivan, CPA and Sr. Consultant for Relevante, provided a presentation on Fair Value Accounting. Chris Keane, CPA and Senior Consultant for Relevante, contributed a presentation on Corporate Fraud: Framework for Deterrence & Detection. Peter McGeough of ACL Services, Ltd. presented a talk and demonstration of ACL software as a tool for fraud detection, Advanced Analytics for Fraud Detection. Agnes Peraino, CISA and president of Senga Technology LLC, concluded the symposium with a presentation on IT Auditing: Using GAIT Methodology and Principles to Ease Section 404 Work.
Many Relevante managers and staffers were available to the attendees during the first day of the Symposium to aid in their day’s experience and provide information of interes
The second day course – ACL501 – Understanding ACL: A Manager’s Perspective – focused on the use of ACL software for audit managers and consisted of eight CPE credits. Attendees were introduced to the software and gained the necessary background to successfully implement, manage and assess the deployment of ACL in their organizations.
The ACL instructor, Dustin Lewis, conducted a workshop that included various data analysis as applied to Accounts Payable and Purchasing areas. The presentation illustrated methods to identify inconsistencies between purchase orders and invoices, snapshots tricks to detect duplicate vendor payments and trend analysis by employee, product, or vendor. Additional benefits of having attended the ACL course included understanding how ACL data analytics software can improve the effectiveness of internal controls, enhanced bottom-line performance and point to improvements needed in business processes
Along with continuing to provide local CPE seminars, Relevante also plans to host future courses at its Jersey City location. The new office is located at Plaza V, 25th Floor, Jersey City, NJ 07311.
The honor makes it three years in a row for Relevante as one of Philly 100 Fastest Growing Companies. As the 22nd company on the list, Relevante had 189% growth from 2004 through 2006. In addition, it was the only Finance and Technology consulting firm in the top 25 list. This latest growth recognition comes shortly after Relevante made Inc. Magazine’s Inc. 500 list. In August, the company was named 268 on the 2007 26th Annual List of America’s 500 Fastest-Growing Private Companies. Additionally, Relevante recently celebrated its fifth anniversary.
“Being recognized in the Philadelphia 100 for a third consecutive year is a tribute to the extraordinary work our employees exhibit on a daily basis,” said Brassington. “Our focus on client satisfaction continues to propel our rapid growth,” he added.
The 2007 Philadelphia 100® marks the 19th Anniversary of the founding of this prestigious research project and event.
About The Philadelphia 100®
The Philadelphia 100® was founded in 1988 to publicly identify, recognize and promote young successful companies in the Greater Philadelphia region. The Philadelphia 100® is a meritorious designation based on verifiable revenue growth as reported on federal tax forms or audited financial statements. The Philadelphia 100® is a registered trademark of the Entrepreneurs’ Forum of Greater Philadelphia, Philadelphia Business Journal and The Wharton Small Business Development Center. For more information about the Philadelphia 100®, please visit the website at www.Philadelphia100.com.
The discussion will examine a key focus area for business consultants – how to effectively manage their client project pipeline. It is designed to enhance audience participation and provide the maximum value for attendees.
Fred is the current President of IMC-Philly. He received a B.A. in Economics from Cornell University and an M.B.A. in Finance from Drexel University. As a Controller, CFO, and Management Consultant, Fred has worked with numerous businesses in the region. He is a Certified Business Manager (CBM) through the Association of Professionals in Business Management.
Registration and networking begin at 5:30 PM. Dinner is served at 6:30 pm, the program will start at 7:15 PM, and end at 8:30 PM.
Register for the event at ACTEVA. The cost is $39 for IMC USA members and $49 for guests. For location, directions and map go to: http://www.doubletreeplymouth.com/location.cfm. Bring a colleague
As the Director of Financial Consulting for Relevante, Fred manages its team of financial consultants. He guides a staff of 40 Relevante consultants.
IMC is the professional association representing management consultants throughout the U.S. It awards the Certified Management Consultant (CMC) designation and promotes Excellence and Ethics in Management Consulting through Certification, Education, and Professional Development Resources. For more information about IMC, visit http://www.imcphilly.org.
This latest achievement comes shortly after Relevante made Inc. Magazine’s Inc. 500 list. In August, the company was named 268 on the 2007 26th Annual List of America’s 500 Fastest-Growing Private Companies. The list inducts privately held companies with the fastest revenue growth over the past four years.
Relevante recently celebrated its fifth anniversary. The company continues to expand its reach; in July, it opened a New York market office and plans to add a Baltimore-Washington regional office in 2008
As the Director of Project Consulting for Relevante, Brandon is responsible for developing consulting solutions, methodologies and quality standards, marketing services, and providing oversight on value delivery. Brandon joined Relevante in 2005, initially serving as its Director of Business Development; during a period in which the company was consecutively recognized as one of the top fastest growing privately held companies in the Philadelphia Region. Brandon provides a wide perspective and deep value for his clients. His impressive career spans 30-plus years with experience as a management consultant, CPA, financial and operations manager, and entrepreneur – started, built, and sold three successful companies during his career. Brandon has managed national-level consulting operations for large CPA and consulting firms, and held C-level private industry positions in business operations and accounting.
Currently, Brandon serves on the Board of the Middle Atlantic Council for the IMA. He served as president of the IMA North Penn Chapter during the 1999-2000 year. Brandon is also a member of the AICPA and PICPA, where he previously chaired the Management Consulting Services Committee and the Conference on Criminal Use of Technology
About The North Penn Chapter of the IMA During its 49 years of existence, North Penn has been a full service chapter, meeting the needs of its professional members. Additionally, the chapter provides networking opportunities including joint meetings and business card exchanges, and is involved in community service. For more information about the North Penn Chapter, visit index.html.
Inc. Magazine Editor, Jane Berentson spoke very highly of all the companies listed in the Inc. 500 list. “If you want to find out which companies are going to change the world, look at the Inc. 500,” said Berenston. “These are the most innovative, dynamic, fast-growth companies in the nation, the ones coming up with solutions to some of our most intractable ills, creating systems that let us conduct business faster and easier, and manufacturing products we soon discover we can’t live without. The Inc. 500 list is Inc. magazine’s tribute to American business ingenuity and ambition,” added Berenston
This is Relevante’s first time on the Inc. 500 list. Its inclusion and ranking prove it is one of the leading privately held accounting and technology solutions providers in the country. Relevante is no stranger to growth recognitions. During the past three years, Relevante has been ranked in the top 15 of the 100 Fastest Growing Private Companies in the Philadelphia Region.
“Being named to the prestigious Inc. 500 list is a true testament to the entire Relevante staff, the hard work put forth everyday, and exemplifies the drive and dedication each employee continues to display,” said William Brassington,” Relevante’s CEO.
The recent opening of Relevante’s New York Market office will create a greater market reach. The expansion presents yet another tremendous development opportunity for Relevante in one of the country’s largest markets. The new office is near the New York Metropolitan Area. It is located at Plaza V, 25th Floor, Jersey City, NJ 07311.
About Inc. Magazine
Founded in 1979 and acquired in 2005 by Mansueto Ventures, LLC., Inc. magazine (www.inc.com) is the only major business magazine dedicated exclusively to owners and managers of growing private companies that delivers real solutions for today’s innovative company builders. With a total paid circulation of 681,421, Inc. provides hands-on tools and market-tested strategies for managing people, finances, sales, marketing, and technology.
The domestic operation in India will be headed by Kiran Zachariah, Director, Relevante India. Zachariah is a Chartered Accountant, with extensive experience in the fields of accounting, audit, consulting, and risk management. He has served on the international Management Team team of Relevante for more than 3 years.
“India’s growing economy has a large need for experienced accounting and technology professionals,” said Kiran Zachariah. “Our clients can expect Relevante to help them source professionals who possess technical expertise and can also fit into the local culture while competing in a global economy,” he added.
Over about a two month period, Weinstock conducted in-depth interviews with 36 internal audit executives. In the course of the interviews, he gained many insights from several mid to large company Internal Audit executives. Here are a few of the key conclusions gathered:
The survey activities will continue with additional interviews; capturing the latest internal audit trends. “As we develop the results, Relevante will gain and retain a wide perspective of the markets needs and demands for internal audit services,” said Weinstock.
There will be subsequent presentations of the survey to other professional organizations. If you are interested in the survey or the results, please contact Brandon Weinstock at (215)259-5115 or firstname.lastname@example.org.
Boston – May 16, 2007: Bullhorn, the global leader in On Demand, front office staffing and recruiting software, provides Relevante, Inc. with the capability to source and place candidates more rapidly by syncing virtual recruiters in the US with overseas staff in India. Relevante, consecutively named to the top 15 fastest growing privately owned firms in the Philadelphia region, realized greater efficiency between virtual and global teams, improved and accelerated key database procedures, and increased placement ratios after implementing Bullhorn. Delivering customized solutions to Fortune 1000 and other industry leaders by providing accounting and technology consultants, Relevante leverages the benefits of their global delivery capabilities with 4 offices in the United States and an office in India. With a large pool of experienced, tech savvy professionals with diverse backgrounds, Bullhorn enables synchronization between sales and recruiting teams and increases placement ratios by decrea sing the time needed to source candidates and integrate them into the submission process.
Relevante’s previous recruiting solution took too long to search and qualify candidates, and uploading new candidates was very time consuming. Improving database management was also crucial as they anticipate expansion into new regions and adding additional virtual recruiters. “Relevante’s success depends on ensuring their candidates skill sets are a perfect match for their clients’ needs,” said Barry Hinckley, President and co-founder of Bullhorn. “Bullhorn’s On Demand, integrated front office solution automates search agents, keeps candidate information up-to-date, and quickly matches talent to job requirements which gives them the ability to quickly fill job orders and maintain their profitability.”
Features such as the integrated CRM, tearsheets, and integrated email have been instrumental in decreasing the time needed to source candidates and allow teams to easily and more effectively search job boards and fill database with new resumes. “As Relevante considered the proactive information needs of our clients, it became increasingly clear that only Bullhorn could offer a proven, end-to-end solution,” said William Brassington, CEO of Relevante.
Bullhorn is the staffing and recruiting industry’s only On Demand, integrated front office solution. Comprising email, calendaring, sourcing, an applicant tracking system, customer relationship management and job management, Bullhorn enables users to communicate and collaborate with contacts, candidates, colleagues and clients in real-time to generate, source and fill job orders, or make placements, at anytime and from anyplace. Bullhorn’s users include staffing and recruiting firms of all sizes, from a wide range of industries – including information technology, professional services, office/clerical and healthcare. The Bullhorn Blogger is the company’s online community where customers, partners, Bullhorn professionals and prospective customers share ideas and best practices to advance the productivity of the staffing and recruiting industry through the innovative use of Bullhorn’s On Demand, integrated front office staffing and recruiting software.
About Bullhorn, Inc.
Bullhorn is the global leader in On Demand, front office staffing and recruiting software, providing the only completely integrated front office solution for staffing and recruiting firms. Bullhorn enables its customers to synchronize sales and recruiting to generate, source and fill job orders in real-time, at anytime and from anyplace, at the highest rates in the industry. Delivered through software as a service, Bullhorn continually meets the evolving business needs of its customers. More than 700 firms and 8,500 users worldwide, including some of the largest global staffing firms, partner with Bullhorn to meet the employment demands of the global economy. For more information, visit www.bullhorn.com or call +1(888)GoLive8.
Bullhorn is a registered trademark of Bullhorn, Inc. All other trademarks are the property of their respective owners. Copyright © 2007 Bullhorn, Inc. All rights reserved.
Media inquiries please contact:
The recognition is another display of Relevante’s steady growth during its four years of operations – reflecting its growing employee base, which began with three people in 2002. “This kind of achievement can only be achieved with the collective effort and professionalism from our entire staff: Recruiters, Business Development Managers, Administrators, Consultants, and Contractors,” said Fred Kaplan, Director of Financial Consulting.
Fred Kaplan and Brandon Weinstock, Director of Project Consulting, continue to build and strengthen Relevante’s consulting team. The company anticipates the total number of consultants to increase with the inception of its Jersey City office
While at Relevante, Sandra has been a key contributor in the growth and development of the Finance and Accounting Staff Augmentation and Resourcing Practice. “Sandy continues to demonstrate her outstanding ability and client focus approach by repeatedly providing top caliber resources and services to Relevante’s valued clients. Her promotion is a testament to the hard work and dedication Sandy has continuously displayed,” said Bill Selers, Director of Business Development and Recruiting.
Sandra grew up in Southern California, were she earned a Bachelor’s Degree from California State University. She moved to the East Coast in 1999 and currently resides in Royersford, PA with her husband and son.
“Jacque brings with her proven skills and advanced capabilities in many areas of the staffing industry; specifically F&A consulting services. Her experience and upbeat approach will make her a real joy to work with” said Bill Selers, Director of Business Development and Recruiting. “The rapid growth of Relevante requires the addition of established industry personnel,” he added.
The new office is near the New York Metropolitan Area. It is located at One Exchange Place, Suite 1000, Jersey City, NJ 07302.
Horsham, PA. April 19, 2007: Relevante, Inc. has announced the expansion of its operations into the New York and North Jersey marketplace. “We see an exciting growth opportunity with our entry into the New York and North Jersey markets — one of the country’s largest markets,” said William Brassington, CEO. “Our experience in the financial, pharmaceutical, and manufacturing industries, among others, lends itself nicely to these markets.”
“The demand for customized, best-in-class accounting and technology staffing and consulting services has been growing steady in the New York region,” said McAvey. “We are now in a position to better serve those that demand excellence in service across the full spectrum of our services,” he added
Bill Selers, Director of Business Development and Recruiting, is enthusiastic and confident in his team to develop a steadfast expansion. “John and Jacque will integrate their proven Management Team skills coupled with successful high-level operational experience in all areas of the staffing and consulting industry,” said Selers.
The new office is near the New York Metropolitan Area. It is located at One Exchange Place, Suite 1000, Jersey City, NJ 07302
Through the Relevante LinkedIn Group, members will be able to:
LinkedIn is the leading professional network tool online, used by over nine (9) million professionals worldwide. The online network offers free access to special Relevante Group features, and is available to Relevante Group members only.
These changes will result in the following: Bill Selers is appointed Director of Business Development & Recruiting. In this new role, Bill will lead the BDM (Business Development Managers) and Recruiting Teams and work to create the synergies among these teams that Relevante’s service model requires. Brandon Weinstock is appointed Director of Project Consulting. In his role, Brandon together with Fred Kaplan, Director of Consulting, are responsible for developing Relevante’s consulting solutions, methodologies and quality standards, and providing oversight of the delivery to meet our clients’ needs. The key consulting service solutions will include:
Finally, the company announced that Melissa Landsmann is promoted to Director of Human Resources and Admin Services. This is in recognition of her significant contributions across the organization in both her HR role as well as overseeing several aspects of Relevante’s administrative services.
The three team members are collectively excited to lead Relevante in their new and expanded roles.
“The top recognition reflects the collective efforts and accomplishments Relevante consistently displays as a dedicated team of professionals. Our operations are guided by a highly knowledgeable and experienced Management Team ,” said Brassington.