Petra N. Loer
Armanino LLP is the largest independent accounting and business consulting firm based in California. We are a nationwide leader in serving privately-held companies, as well as, nonprofit organizations and public entities.
We provide four main areas of service – assurance/audit, tax, consulting and business management. Our technology focus and global services are key aspects of our service lines. We work with clients in a large range of industries including technology, manufacturing and distribution, consumer-retail, nonprofit, private schools, real estate, professional services, life sciences, insurance and healthcare. Our offices are located in California, the West and Mid-West regions of the US, and we have consultants on the ground at key locations across the nation. We provide global services in more than 100 countries through our membership in Moore Stephens International Limited – one of the world's major accounting and consulting organizations.
BPM, the largest California based accounting and consulting firm, offers tax, business consulting, wealth management and audit services across a wide spectrum of industries from offices in San Francisco, Menlo Park, San Jose, Walnut Creek, Stockton, Santa Ana and Santa Rosa, California. We also have offices in Eugene, Oregon and Seattle, Washington.
The 500-person firm is locally owned, with a strong foundation of environmental, social and philanthropic stewardship.
CBIZ Retirement Plan Services
With more than 100 offices and 4,600 associates in major metropolitan areas and suburban cities throughout the US CBIZ (NYSE: CBZ) delivers top-level financial and benefits and insurance services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ Retirement Plan Services
Developing and maintaining a retirement plan that is in compliance with changing regulatory and financial requirements is a challenging and time-consuming task. CBIZ Retirement Plan Services’ comprehensive service model helps plan sponsors manage the risks associated with fiduciary governance, investments, fees, mergers and acquisitions, compliance and participant education. As retirement plan specialists, we have the knowledge, training and expertise to help improve the retirement plans of your organization.
The professionals at CBIZ have specific knowledge, training and experience related to retirement plans. As independent, objective advisors, CBIZ consultants aren't interested in selling you a product or a fund. We simply offer services that are designed to improve your retirement plan. This focus on results for our clients has earned CBIZ accolades, such as being ranked “Best of the Best” by PLANSPONSOR magazine.
Chase Commercial Bank
Chase Commercial Banking serves more than 23,000 corporate, state, municipal, financial institution and non-profit clients in the U.S with annual revenue generally ranging from $20 million to $2 billion and nearly 36,000 real estate investors and owners. The firm offers a comprehensive set of financial products and services, including credit, equipment finance, real estate finance, treasury services and provides clients with access to the investment services of J.P. Morgan.
Chase offers you the local delivery of global capabilities and specialized industry expertise. Our experienced bankers and dedicated service professionals take the time to understand your needs, are empowered to make decisions locally and deliver a comprehensive set of financial solutions.
Rethink the way you manage risk. Creative. Data-driven. Strategic. Discover how Hays transforms insurance and risk management through modern technology and industry expertise
- Full Service Insurance Broker and Risk Management Partner
- Property Casualty, Employee Benefits, Surety, D&O/EPL, Cyber, Professional Liability, etc.
- Became part of the Brown & Brown Team in 2018
- 300+ locations
- 11,000+ team members
- $2.613 billion annual revenue
- Local presence with national resources
- Ranked in Top 5 Insurance Brokers
- Organic Growth – we grow one client at a time
CA License #0M77715
Hays Insurance Services
At Insperity, it’s not just HR outsourcing, it’s HR that makes a difference.™ Since 1986, Insperity’s mission has been to help businesses succeed so communities prosper. Our comprehensive, scalable HR solutions offer an optimal blend of service and technology to facilitate growth by streamlining processes related to payroll, benefits, talent management and HR compliance. We provide the tools to help you lighten your administrative load, maximize productivity and manage risks – so you can focus on growth. Because that’s what it means to have a true HR partner.
For more information, visit insperity.com.
Jason Heiser, CBPA
Certified Business Performance Advisor
2999 Oak Road | Suite 500 | Walnut Creek, CA 94597
Office: 925-287-4923 | Mobile: 925-339-1587
Reed Smith is a dynamic international law firm dedicated to helping clients move their businesses forward. Our belief is that by delivering smarter and more creative legal services, we will not only enrich our clients’ experiences with us, but also support them in achieving their business goals.
Our long-standing relationships, international outlook and collaborative structure, make us the go-to partner for the speedy resolution of complex disputes, transactions and regulatory matters. Reed Smith is a leading international law firm with more than 1,700 lawyers in 30 offices throughout the United States, Europe, the Middle East, and Asia.
For further information, please visit reedsmith.com.
C. Craig Lilly
Partner – Silicon Valley/San Francisco
T: +1 650 352 0502
RSM US LLP
RSM is a leading provider of audit, tax, and consulting services focused on the middle market. They guide their clients through business challenges by understanding their needs and bringing together the right team to address them. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries. For more information visit rsmus.com.
Will Vogelsang, Partner
As a market leader in enterprise application software, SAP helps companies of all sizes and in all industries run at their best. Our machine learning, Internet of Things (IoT), and advanced analytics technologies turn businesses into intelligent enterprises and SAP applications and services enable business and public customers across 25 industries globally to operate profitably and adapt continuously. With a global network of customers, partners, employees, and thought leaders, SAP helps the world run better and improve people’s lives. For more information, visit www.sap.com
For over 60 years, Seiler LLP has provided advisory, tax, and accounting services to some of the world’s most affluent individuals and families, successful privately held businesses, and impactful non-profit organizations. Our clients include prominent business, community, and philanthropic leaders, as well as multi-generational high-net-worth families and successful entrepreneurs.
We offer deep expertise in consulting, planning, and compliance to support decision-making by owners and shareholders of closely held businesses. We specialize in companies with revenues of up to $1 billion in a range of industries. Our services include real estate advisory, audit and assurance, compensation/ benefits consulting, corporate restructuring, and other business services.
Based in Silicon Valley and the San Francisco Bay Area, we are an independent member of HLB, the global advisory and accounting network. We deliver the sophisticated solutions, innovative thinking, global capabilities, and highly personalized service our clients require to navigate the complexities of their financial worlds.
Stuart McFaul Associates
Stuart McFaul Associates is an outsourced marketing consultancy providing interim CMO and executive coaching services. It is distinguished by “bringing the marketing department with them” by providing access to a network of over 1000 vetted marketing specialists. The firm is lead by Stuart McFaul, an award-winning Silicon Valley marketing veteran who has worked with over 250 companies worldwide, from Fortune 100 companies such as Apple and Hitachi, privately-held companies and startups, non-profits and foreign governments.
Stuart McFaul, President
415-869-8579 x 701