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Rally Ventures

Rally Ventures, a leading venture capital firm focused on early-stage business technology, today announced that Jessi Howard has joined the firm as Chief People Officer (CPO). She brings 20+ years of experience in tech HR to Rally Ventures. Howard has helped grow and shape multiple tech start-ups, including SportsEngine, RedBrick Health and Secure Computing. In these roles, she provided strategic direction on talent acquisition and development, organizational health and employee experience. She also provided consultation on compensation, benefits and HR information systems. Howard’s newly-designed role as Fractional CPO will provide Rally Ventures’ portfolio of emerging companies with access to an executive level head of talent in order to drive results and accelerate milestones. “Human resources and recruitment are critical components in the success of early-stage companies, but the HR function is often overlooked, which is just fundamentally wrong,” said Justin Kaufenberg, managing director, Rally Ventures. “Jessi is a world-class HR executive with deep experience in early-stage technology. Her addition to the Rally team underscores our belief that people are at the absolute core of success in SaaS.” Rally Ventures is investing from its latest fund, Rally Ventures IV, a $250 million fund that brings their total committed capital raised since inception to over $600 million. The firm remains committed to its strategy of backing early-stage technology companies building innovative solutions for the fast-changing B2B landscape, focusing largely on Seed and Series A financing. Since its inception in 2012, Rally Ventures has invested in 59 companies and has had 15 successful exits, including 3 initial public offerings. Howard will strengthen Rally’s team of three managing directors, five venture partners and six professionals. The firm also includes a network of 100+ technology partners — executives, technologists and luminaries — who act as an extension to the Rally Ventures team and provide operating leverage for portfolio companies to help broaden the firm's capabilities. “I look forward to supporting Rally Ventures’ ambitious future by designing foundational HR practices for the Rally portfolio, attracting best-in-class talent and being part of these exceptional teams building industry-altering companies,” said Howard. About Rally Ventures Rally Ventures invests exclusively in early-stage business technology companies, focusing on entrepreneurs creating major new markets or bringing transformative approaches to existing ones. Since 1997, Rally Ventures' partners and venture capital industry veterans have invested in or run early stage enterprise business-to-business technology companies with a proven ability to deliver superior returns regardless of the overall market environment. For more information visit Contact Details Rally Ventures Rachel Stone +1 952-270-2648 Company Website

September 14, 2021 08:03 AM Eastern Daylight Time

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Reid Health Selects SullivanCotter’s Provider Performance Management Technology™ to Provide Transparency and Insight into Physician Pay and Performance


SullivanCotter, the nation’s leading independent consulting firm in the assessment and development of total rewards programs, workforce solutions, and technology and data products for the health care industry and not-for-profit sector, has partnered with Reid Health to implement its comprehensive Provider Performance Management Technology™ (PPMT™). Reid Health is a nationally recognized regional referral center in Richmond, Indiana, with a 200+ bed hospital and physicians network meeting health care needs in east central Indiana and west central Ohio. By leveraging PPMT™, an industry-first, cloud-based product that enables physician and advanced practice provider (APP) engagement through transparent performance-based compensation administration and analytical capabilities, the organization proactively enables physicians to review their productivity and compensation calculation details with insights into patients, visits, and performance. “With PPMT’s powerful heat map, we are able to drill down into our providers’ productivity and identify those with potential capacity. This helps us uncover community outreach opportunities, enabling providers to increase patient access and boost productivity,” said Amy Gowin, Director of Finance, Reid Health Physician Associates. Along with providing increased transparency, PPMT™ has reduced compensation planning and administrative challenges by automating Reid Health’s complex provider compensation contract calculations and notifications. With PPMT™, budgeted wRVUs are loaded into the system for use in compensation calculations and forecasting for the upcoming fiscal year. “PPMT™ provides Reid Health’s physicians, like myself, a transparent view of my clinical work performance and how I will be compensated for it. It provides timely, accurate, and actionable data, and I appreciate the ability to see my data promptly,” said Dr. Rohit Bawa, Chair, Network Operations Council, Reid Health Physician Associates. “Additionally, as a physician leader, the software enables clinician engagement through transparency of their performance”. “We are excited about the operational efficiencies and physician trust and engagement gained by our clients. PPMT™ provides physicians, administration, and leadership with a single source of reliable compensation and performance information. We are thrilled to partner with Reid Health,” said Shelly Slowiak, Director, Product Support, PPMT™, SullivanCotter. PPMT™ includes four dynamic modules, including Provider Performance Management, Provider Productivity Insights, Compensation Management Analytics, and Contract Lifecycle Management, powered by Ntracts. Reid Health plans to use all modules to help support its growing network of providers, allowing for a more cohesive approach to compensation and performance management. For more information on Provider Performance Management Technology™, visit or contact us at 888.739.7039. About SullivanCotter SullivanCotter partners with health care and other not-for-profit organizations to understand what drives performance and improve outcomes through the development and implementation of integrated workforce strategies. Using our time-tested methodologies and industry-leading research and information, we provide data-driven insights, expertise, data and technology products to help organizations align business strategy and performance objectives – enabling our clients to deliver on their mission, vision and values. Contact Details Becky Lorentz +1 314-414-3719 Company Website

September 14, 2021 07:00 AM Central Daylight Time

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Satisfaction in the workspace linked to increased productivity, survey of 6,000 employees finds

Fellowes Brands

91% of all European employees say satisfaction is important to them in their workspace 27% of European employees say being satisfied or very satisfied with their workspace environment improves their productivity by up to 50% Over a third (45%) of European employees find well-ventilated and filtered air satisfying in their workspace 35% of European employees who feel more productive working in the office said it’s because they have better equipment at the office Leading office solution supplier, Fellowes Brands, today announces the results of its survey of over 6,000 employees across Europe, revealing 9 in 10 (91%) of all European employees say satisfaction is important to them in their workspace, regardless of whether working location is at the corporate office or the home office. Moreover, 90% of employees say satisfaction improves their productivity by more than 25%. By helping to uncover attitudes of European employees towards workspace satisfaction and productivity, the survey findings help inform employers how best to navigate the new ‘hybrid’ model of working, where a portion of time is spent working within the corporate office, and a portion working from a home office. The survey results highlight the importance of workspace satisfaction and are supported by additional social media sentiment analysis conducted by Fellowes Brands, which found that there were 1.9 million mentions of workspace satisfaction in the past 12-months, up from 1.5 million mentions in the previous 12-month period. Following a period where many workers spent a year working almost exclusively from home, Fellowes Brands’ survey reveals that 40% of employees who work from home say they feel more productive in the office, and 36% say they feel more productive when working in the new ‘hybrid’ working environment. In addition to uncovering worker attitudes about the modern workspace, the survey also revealed interesting commonalities between employees across Europe — in the UK, France, Germany, the Netherlands, Poland, and Spain. In comparing results from all of the European countries, the data painted a picture of four ‘core elements’ that make up workspace satisfaction. As identified by the Fellowes Brands survey results, the Four Core Elements of Workspace Satisfaction are: Clean Environment Healthy Workspace Secure Environment Tidiness & Organisation Here’s what European employees have to say about each of the four core elements: Clean Environment 80% of European employees say it is important for an employer to invest in clean, healthy air (e.g., using air purifiers) to facilitate productivity in their workspace. 54% of European employees surveyed said that a well-ventilated space is the top ‘smell’ that gives them satisfaction in their workspace. Over a third (45%) of European employees say they find breathing cleaner, healthier air satisfying at work. Healthy Workspace 83% of European employees say having a good ergonomic environment, including a suitable desk, chair, and monitor at eye level is important to their productivity. 81% of European employees say it is important to their productivity that their employer invests in ergonomics. Secure Environment Two thirds (66%) of European employees agree that being able to dispose of confidential or sensitive documents securely gives them satisfaction. 67% of European employees say it is important that an employer invests in equipment to shred sensitive documents. Tidiness & Organisation 84% of European employees say having a clean, healthy workspace is important to their productivity. 77% of European employees say it is important that an employer invests in effective storage and organisation solutions they need to be productive at the office. 79% of European employees say having access to the equipment they need, such as an extra monitor to view large documents, is important to their productivity. 69% of European employees say it is important that an employer invests in equipment to produce high quality presentations and documents, including laminators and binders, they need to be productive at the office. A theme running throughout the four core elements also points to the need for employers ensuring the correct equipment in the hybrid workspace: 50% of all European employees said that it positively impacts their productivity when satisfied with their working set-up. More than 8 in 10 (83%) of all European employees say that having an excellent ergonomic environment, including a suitable desk, chair, monitor at eye level, is essential to their productivity. 36% of all European employees prefer to have a hybrid working option; versus 24% who prefer to work solely from home. Productivity expert Martin Geiger, who has authored Fellowes Brands’ whitepaper on the results of the survey, supports the findings through his own work, commenting: “The future of work is hybrid. No longer is working solely relegated to the company office; the modern workspace now involves employees splitting a portion of their time working from within the corporate office, and a portion working from the home office. “Throughout my career working with some of the world’s biggest companies, one thing I’ve come to notice is that the most productive people all seem to have one commonality: satisfaction. To successfully transition to this exciting hybrid working future, employers must implement practical strategies that allow their employees to be satisfied with the setup within the corporate office, as well as within their home working environment. “Employees who are well equipped and thus satisfied with their working conditions in both locations will lead to outcomes of higher productivity.” In concert with the findings linking employee satisfaction with increased productivity, Fellowes Brands offers solutions designed to aid employers in optimising their hybrid strategy, while satisfying employees in their hybrid workspaces. Fellowes Brands Marketing Manager, Jeremy Cooper, comments: “The modern workspace is rapidly evolving, and with that comes a change in the tools that employees need to be successful and productive in their work. As employers begin to design new hybrid ways of working, ensuring that employers outfit their employees for both corporate and home office working will be key. “Employers must ensure that their employees’ workstations are optimised for each of the Four Core Elements of Workspace Satisfaction. Doing so will keep employees safe, satisfied, and productive. At Fellowes Brands, we understand that hybrid working is the future and have built our hybrid workspace tools to meet the demands of this future, ensuring productivity for the long-term.” The full survey results and their analysis can be found in Fellowes Brands’ new whitepaper, entitled ‘ The Importance of Workspace Satisfaction’, authored by productivity expert, Martin Geiger, which can be downloaded at Fellowes Brands ergonomics, monitor arms, shredders, binders, laminators, and bankers boxes, and more, can be found by visiting # ENDS # About Fellowes Brands A family-owned business that was founded in 1917, Fellowes Brands operates from 18 locations across the world. At Fellowes, our mission is to help people to be the best they can be, by helping office workers everywhere become more productive, more efficient, happier, and healthier. That’s why we make office products like business machines, storage products, and workspace well-being solutions. Products by our family-owned business have been in your workspace and your home for over 100 years. They’re designed to meet — and exceed — the needs of an ever-changing world. So, whether you’re in a big corporate office or a cozy home office, we’ll help you to be at your best. Because if you work better, you feel better. Learn more by visiting: Methodology Fellowes Brands commissioned Censuswide, a market research and survey consultancy, to conduct an online survey between 8 th – 18 th June 2021 with a sample of 6,212 office workers in the UK, France, Germany, Netherlands, Spain, and Poland. All respondents were double opted in (with an opt in and validation process) and completed a screening questionnaire ahead of the main survey. The screening questionnaire ensured all individuals surveyed where employed (either full time or part time) at time of survey, working either in the office or on a hybrid basis. Respondents’ data was stored anonymously. Censuswide abide by and employ members of the Market Research Society and follows the MRS code of conduct and the ESOMAR principles. In addition to the survey, Fellowes Brands used Pulsar, an audience intelligence and social listening platform, to identify trends on social media relating to the changing workspace and workspace satisfaction. Data from Twitter was captured between 01 June 2020 – 31 May 2021, with searches for terms relating to remote work, workspace satisfaction, and the office environment. Global, English language content was analysed. Contact Details Lisa McGauley +44 7592 120897 Company Website

September 13, 2021 11:31 PM Eastern Daylight Time

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Cloud Conventions Announces New Virtual Event Management Platform Capabilities

Convey Services

Cloud Conventions today released a suite of new features and additional capabilities to improve the user experience for virtual or hybrid events, trade shows and association conferences. New features include integration with the BlueJeans by Verizon video conferencing platform, a new unique 2D Virtual Showroom and Virtual Booth display, additional exhibitor engagement capabilities and new session registration and notification options. These new capabilities further enhance Cloud Conventions’ position as one of the premier enterprise virtual/hybrid event management platforms that is redefining the exhibitor and attendee experience. “As we learn more about what drives attendee and exhibitor engagement, those insights direct us to add features and capabilities to address and improve the attendee and exhibitor experience,” said Carolyn Bradfield, CEO of Cloud Conventions. “The 2D Virtual Showroom and Exhibit Booth customizes the look and feel of the exhibit hall and offers a more engaging experience. It serves as a central navigation point using a unique image with embedded links, graphics and videos overlaid. We integrated with BlueJeans by Verizon to offer a conferencing platform that delivers high resolution video and Dolby-quality sound while allowing the participant to enter any session or keynote without leaving the platform. We also can cap registration on any session, creating a wait list and automatic notifications when the attendee has been cleared to attend.” The 2D Virtual Showroom and Exhibit Booth provides a self-managed, totally customized experience by adding a library of unique exhibit hall or virtual booth images and then overlaying them with interactive zones that link to embedded videos, navigational buttons, images, badge scan and message icons that link to other locations on the platform. Virtual showrooms can appear on the event site homepage or attendee dashboard to direct the user through the event experience or can become the main virtual exhibit hall. 2D virtual booths can be added to templates providing silver, gold and platinum exhibitors each with a distinctive booth experience based on sponsorship levels. BlueJeans by Verizon has a unique iFrame capability that allows attendees to connect automatically to live or keynote sessions from any location on the Cloud Conventions’ platform. Their attendee information is automatically transferred to BlueJeans, and their activity is recorded and delivered back to Cloud Conventions’ event reports. BlueJeans offers the industry's highest fidelity audio and video performance, as well as suite of comprehensive security features. It can host live events with up to 50,000 attendees and 150 presenters worldwide. BlueJeans streams to Facebook Live for larger audiences to view the session as it happens. About Cloud Conventions Cloud Conventions from Convey Services is Cloud Conventions is an enterprise virtual/hybrid event management platform that redefines the exhibitor and attendee experience to allow companies to provide easy access to in-depth product information, showcase their brands with graphics and videos, create calls to action and generate immediate sales leads. Used around the world for large managed events and smaller self-directed meetings, conferences and corporate kickoffs, Cloud Conventions automates exhibitors and virtual booths, continuing education, speaker sessions and reminders, invitations and email communication, while at the same time producing detailed analytics on attendee, session and exhibitor activity. Cloud Conventions supports multiple languages and currencies, internal, external and single-sign on registration, and supports all conferencing carriers and platforms. Trade Associations and event managers can explore all of the Cloud Conventions solutions by visiting or contacting or call 888-975-1382. Cloud Conventions™, Cloud Conventions Enterprise Event Network™, Community™, SafetyNet™, Cloud Kickoffs™, Conduct™, One-Touch Email Share™, Hub & Spoke™, 360° Virtual Exhibit Hall & Lobby Experience™ and ListLock™ are trademarks of Convey Services LLC Contact Details Bruce Ahern +1 770-580-0810 Company Website

September 13, 2021 04:29 PM Eastern Daylight Time

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Cloud Conventions Launches Virtual Event Network Solution for Enterprise Business

Convey Services

Cloud Conventions today announced an enterprise virtual event management solution for Fortune 1000 businesses that need to manage both internal and customer facing events on a year-round basis. Cloud Conventions Enterprise Event Network™ is a SaaS platform that manages and delivers multiple virtual or hybrid events with capabilities and engagement features beyond a simple webinar or streaming event. Cloud Conventions Enterprise onboards and manages attendees, controls sessions and content, provides engagement tools and analyzes all attendee interactions. The platform can be administered at a corporate level to support standardized event programming and maintain content libraries and business resources. It can be connected to other internal or external systems for onboarding attendees and data exchange. “Cloud Conventions Enterprise grew out of requirements from large global businesses to needed to control and manage their sales, marketing and technical events on a single virtual event platform or on a series of platforms connected into an event network,” said Carolyn Bradfield, CEO of Cloud Conventions. “Cloud Conventions Enterprise is unique in that it integrates easily with other enterprise platforms that hold contact, digital content assets or learning management resources, managing a two-way dataflow of content and videos while monitoring and reporting on attendee engagement.” Cloud Conventions Enterprise is designed for organizations that need a solution for multiple events versus a single tradeshow or conference. The Cloud Conventions member API connects to internal systems to seamlessly add data records of staff or customer attendees and offers single sign-on from an enterprise application. The platform can be connected to marketing cloud solutions, digital content libraries, learning management systems or data analysis engines to deliver assets and receive transactional data from attendance at a virtual or hybrid event or conference. Groups using Zoom or BlueJeans by Verizon can connect their video accounts for use on the platform or can use other video solutions such as Teams, WebEx, GlobalMeet or GoToMeeting. “As a result of the virtualization of the workforce accelerated during the Pandemic, Cloud Conventions Enterprise is built to satisfy a growing need for virtual event options within an enterprise corporate environment,” added Bradfield. “Company meetings, internal or external trade events, user conferences, sales kickoffs, and even investor relations events or live virtual press conferences are all more streamlined with this platform. Using our proprietary Hub & Spoke™ capability, corporations can create a network of event platforms segmented by business unit or geography while still controlling access and brand identity from a centralized and monitored platform.” About Cloud Conventions Cloud Conventions from Convey Services is Cloud Conventions is an enterprise virtual/hybrid event management platform that redefines the exhibitor and attendee experience to allow companies to provide easy access to in-depth product information, showcase their brands with graphics and videos, create calls to action and generate immediate sales leads. Used around the world for large managed events and smaller self-directed meetings, conferences and corporate kickoffs, Cloud Conventions automates exhibitors and virtual booths, continuing education, speaker sessions and reminders, invitations and email communication, while at the same time producing detailed analytics on attendee, session and exhibitor activity. Cloud Conventions supports multiple languages and currencies, internal, external and single-sign on registration, and supports all conferencing carriers and platforms. Trade Associations and event managers can explore all of the Cloud Conventions solutions by visiting or contacting or call 888-975-1382. Cloud Conventions™, Cloud Conventions Enterprise Event Network™, Community™, SafetyNet™, Cloud Kickoffs™, Conduct™, One-Touch Email Share™, Hub & Spoke™, 360° Virtual Exhibit Hall & Lobby Experience™ and ListLock™ are trademarks of Convey Services LLC Contact Details Bruce Ahern +1 770-580-0810 Company Website

September 13, 2021 03:38 PM Eastern Daylight Time

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Steve Brunk Continues Track Record of Success in Florida, Grows Minuteman Press Franchise in Port St. Lucie

Minuteman Press International Inc

Minuteman Press in Port St. Lucie is the third Minuteman Press franchise that Steve has owned in Florida. He previously owned the Boca Raton location and still owns the Vero Beach location, which were both built into Million-Dollar centers. Minuteman Press in Port St. Lucie, located at 130 SE Entrada Ave., has remained open and operating during the pandemic. Owner Steve Brunk and his family have worked hard to support local businesses with essential printing, marketing, and mailing services, and have been rewarded for their efforts. In fact, Minuteman Press in Port St. Lucie has doubled their sales through the pandemic from 2019 to 2020, and they are on track to have another record-breaking year in 2021. For Steve Brunk, growing sales for his Minuteman Press printing franchises is nothing new. Steve first joined Minuteman Press in 1995 when he bought the location in Boca Raton. He explains, “After I bought Minuteman Press in Boca Raton, we worked hard and built it up before selling the business. I simply said ‘yes’ to my customers instead of ‘no’ and followed the Minuteman Press system.” Prior to franchising, Steve worked in retail. He says, “I was working for a Hallmark card franchisee in their mall stores where you just wait for holidays to drive business. I knew nothing about printing, but it was something in which I could go outside the store and generate more business. I also loved the concept of reprint orders because it kept the customers coming back.” After selling the Boca Raton location, Steve moved to Vero Beach and took over another Minuteman Press location there. He says, “I bought the Vero Beach location in 2007 and we worked hard to build it into a million-dollar center. We now have a 10,000 sq. ft. building in Vero Beach and a fantastic team of employees who are incredible.” In 2017, Steve expanded further by buying the Minuteman Press location in Port St. Lucie, where he is working to continue his track record of success through community outreach, marketing, and providing vital products and services to local businesses. “I’d like to congratulate Steve Brunk and the team of Minuteman Press in Port St. Lucie for their growth and success. It is a fantastic accomplishment for Steve and his family to build yet another successful center in Port St. Lucie, and I look forward to being there to support their continued growth,” adds Larry Trimble, Minuteman Press Regional Vice President, Florida. Asked about his accomplishments in Boca Raton, Vero Beach, and now Port St. Lucie, Steve simply states, “I love the short reorder cycle of print, especially compared to retail,” he says. “In retail, you sit in the store and wait for customers to come to you, and there are no assurances they will come back. With all three Minuteman Press centers I’ve owned, the business model enables me to go out there and build my business while the reorders keep coming in. You can’t beat that.” Minuteman Press in Port St. Lucie is located at 130 SE Entrada Ave.; Port St. Lucie, FL 34952. For more information, call 772-212-7350 or visit their website: Learn more about #1 rated Minuteman Press franchise opportunities and read Minuteman Press franchise reviews at Contact Details Minuteman Press International Chris Biscuiti +1 631-249-1370 Company Website

September 13, 2021 10:00 AM Eastern Daylight Time

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Stop Worrying about the Cost of Ransomware with Cyvatar


Cyvatar today announced that it has partnered with Cysurance, a next-generation platform delivering cyber insurance as a service to growing businesses, to offer an enhanced service guarantee as a benefit to all customers with a silver membership or higher. Starting today, Cyvatar members can worry less about the high costs associated with ransomware or business email compromise (BEC) attacks, regulatory fines, cyber legal liability, and more. With a Cyvatar Silver, Gold, or Enterprise subscription, members benefit from an exclusive service guarantee that pays for up to $500,000 of breach-related costs. “The partnership with Cysurance gives Cyvatar members a financial safety net in the event of a successful attack,” said Kirsten Bay, Cysurance co-founder and chief executive officer. “The added protection will enable them to manage all types of cyber risk.” Cyvatar already guarantees members of all levels a fully remediated, continuously clean security environment within the first 90 days. Now, that guarantee extends to service disruption costs related to: Ransomware threats Business email compromise Compliance penalties, audit failures, and regulatory fines Cyber legal liability expenses Business Interruption costs “We’re proud to partner with Cysurance and offer our members a one-of-a-kind security experience, one where they can get CyValue fast,” said Cyvatar Co-Founder and CEO Corey White. “As we continue to grow and evolve our revolutionary cybersecurity-as-service (CSaaS) offering, we have the opportunity to add more exciting benefits for our members all for the same fixed subscription price they pay today.” Cyvatar’s enhanced service guarantee comes bundled with all memberships starting at the Silver subscription level. In addition to breach cost assurance, the membership also includes: Click here to learn more about Cyvatar and Cysurance’s new partnership and sign up for Cyvatar’s robust membership offering today. About Cysurance Cysurance is the next-generation cyber solution, protecting small businesses and their partners through affordable cyber risk management. Built on a proprietary platform, our program comes with a complete set of features to safeguard business continuity and insure against loss, protecting both revenue and recovery. For more information, visit, follow us on LinkedIn, Facebook, and Twitter, or email us at Insurance and 360Protect offered by Cysurance, LLC. NY License #1578397. All products may not be available in all states. This communication contains product summaries only. Coverage or protection is subject to the language of the policies and terms as actually issued. Nothing in this communication should be construed as involving the sale, solicitation or negotiation of insurance, the provision or offer of insurance services, or the provision or offer of legal advice or services. About Cyvatar Cyvatar is committed to effortless cybersecurity for everyone. As the industry’s first subscription-based, cybersecurity-as-a-service (CSaaS) company, it’s our mission to transform the way the security industry builds, sells, and supports cyber solutions. We empower our members to achieve successful outcomes by providing expert practitioners, market-leading technologies, and proven best practices to guarantee business results. Our approach is rooted in a proprietary ICARM (installation, configuration, assessment, remediation, maintenance) methodology that delivers measurable security solutions for superior compliance and cyber-attack prevention, all bundled into a fixed monthly subscription that members can cancel anytime. Cyvatar is headquartered in Irvine, California, with locations around the world. Begin your journey to security confidence at and follow us on LinkedIn and Twitter. Contact Details Cyvatar KC Higgins +1 303-434-8163 Cysurance Gray Newhouse +1 917-503-8031 Company Website

September 13, 2021 08:00 AM Eastern Daylight Time

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Global Risk and Compliance Executive Peter Reynolds Joins Treliant as Senior Advisor


Peter Reynolds has joined Treliant as Senior Advisor. He is a seasoned financial services executive with expertise across risk, compliance, and crisis management in global banking and FinTech operations. Peter’s 30-year career has included roles as bank regulator, C-suite executive at Fortune 100 financial services companies, and advisor at Big 4 accounting firms. He recently helped lead the FinTech practice at Deloitte & Touche as a Managing Director who also advised both FinTechs and global banks on building risk and compliance programs. As a financial services executive, he directed the successful integration of Citibank’s largest bank acquisition in Asia. As Chief Compliance Officer at Royal Bank of Scotland (RBS), he integrated the compliance functions of ABN-Amro Bank and remediated a global cease and desist order by regulators for anti-money laundering practices. His writings on risk and compliance have been widely read in influential publications such as the Wall Street Journal’s Risk and Compliance Journal. “Peter is a preeminent risk and compliance expert who has wide and deep experience as a regulator, senior compliance executive, and trusted advisor to financial services CEOs,” says Treliant Senior Managing Director Grace Brasington. “His extensive global accomplishments give him unparalleled insight into some of our clients’ most complex challenges.” “Banks and FinTechs need to align business strategy with the range of risks they face today in a global environment of constant change and disruption,” says Peter. “I look forward to helping our clients achieve those alignments and drive organizational behavior toward stellar outcomes.” Treliant is a multi-industry consulting firm that serves organizations around the globe. Our firm serves financial institutions, consumer-oriented businesses, other corporations, and law firms. As a firm of leading professionals from industry and government, we assist our clients in navigating regulatory requirements and on best practices, while meeting strategic and operational objectives. We partner with clients as trusted advisors and via managed services including through secondments, interim resources, and other outsourcing strategies. Our advisory and assurance services and specialized, high-quality business solutions strengthen our clients’ corporate and regulatory compliance programs, risk management, and business performance. We also provide comprehensive support for corporate and regulatory investigations, litigation, and as government agency monitors and independent consultants. We serve companies from Main Street to Wall Street and across the globe. Contact Details Treliant, LLC Melissa Pazornik +1 202-249-7932 Company Website

September 09, 2021 09:17 AM Eastern Daylight Time

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PR 20/20 Acquired by Blue Cypress

PR 20/20

PR 20/20, a marketing consulting and services firm founded by Paul Roetzer in 2005, is joining Blue Cypress, a family of purpose-driven companies dedicated to achieving sustainable success for its clients. The deal, which closed on Aug. 31, 2021, passed full ownership of PR 20/20 to Blue Cypress. The PR 20/20 brand remains in place, and Roetzer will continue to serve as the agency’s CEO. PR 20/20 became HubSpot’s first Solutions Partner Program agency in 2007, published The Marketing Agency Blueprint in 2011, introduced Marketing Score in 2012, launched Point Pricing in 2013, released The Marketing Performance Blueprint and Marketing Growth Hackathon ® in 2014, created Marketing Artificial Intelligence Institute in 2016, and brought the Marketing Artificial Intelligence Conference (MAICON) to the industry in 2019. Marketing AI Institute was split off as a separate company owned by Roetzer in 2019 and is not part of this acquisition. “Everything we have done to drive innovation over the last 15-plus years was designed to move the industry forward, create career opportunities for our team, and enhance the value we deliver to clients,” said Roetzer. “The opportunity with Blue Cypress presents a path to advance our mission, while accelerating the agency’s growth and the impact we can make on our clients’ businesses.” Based in Cleveland, Ohio, PR 20/20 includes a team of HubSpot-certified experts who utilize strategy, technology and storytelling to help clients grow smarter. “PR 20/20’s ability to solve business challenges and drive bottom-line growth for clients using HubSpot and AI-powered technologies is essential to the success of any forward-looking company’s marketing program. The agency’s brand equity and reputation within the HubSpot ecosystem are unmatched. We welcome them to our family of companies and look forward to magnifying their impact,” said Blue Cypress Chairman Amith Nagarajan. PR 20/20 joins a diverse roster of companies within the Blue Cypress family, including Brightfind, a specialized digital design and web development agency; Cimatri, provider of IT consulting services; Propel, home of business coaches and advisory teams; Tasio, which uses machine learning techniques to uncover deep patterns in member behavior; and, which uses AI to personalize email newsletters. About Blue Cypress Blue Cypress is a family of companies. We launch new brands and acquire existing companies. We help leaders achieve greater long-term success, unlock their potential, and break down barriers to growth. We represent a community of the most disruptive, innovative, and influential entrepreneurs in the purpose-driven business sphere. From thought leaders to those pushing the boundaries of how technology can change the world for the better, our companies are making a lasting positive impact. Visit to learn more. Contact Details PR 20/20 Ashley Sams +1 216-812-3961 Company Website

September 08, 2021 11:00 AM Eastern Daylight Time

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