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What Services Are Driving Accounting Industry Growth?

Alan Koltin points out that Accounting firms need to seek “Level 4” services for greater growth. Accounting Today article November 3, 2016

Survey highlights succession planning in middle market businesses

RSM McGladrey Article February 15, 2016

Choosing a New Path
CPAs aren’t pursuing the right market discipline

December 30, 2015

The Opportunity for Value Growth Services: Unlocking Client Value Leads to Firm Growth

August 13, 2015

Dan Brooks, CEO, The Rainmaker Companies. His interview on success. Mr. Brooks mentions the VOP as a platform to improve future relevance for Accounting Firms

August 5, 2015

Accounting firms experiencing growth with consulting services, value pricing, and data.

Journal of Accountancy August 2015

Dr. Curtis Odom

Change Management & Organizational Culture Advisory Lead

Dr. Odom leads our Change Management and Organizational Culture Advisory Group focused on developing and delivering change management, organizational culture, executive coaching, and leadership development solutions to clients during mergers and acquisitions, and strategic business transformation initiatives. He is also the Principal and Managing Partner of Prescient Strategists, LLC.,

Curtis has over 20 years of international experience in enterprise change management, organizational effectiveness, talent management, and performance consulting as a practitioner, researcher, author, and speaker. Curtis has been a consultant and an employee with Fortune 100 companies in the industries of aerospace and defense, software engineering, consumer packaged goods, insurance and financial services, telecommunications, and healthcare.

Curtis’ articles, interviews, blog postings, and excerpts from his three published books have been featured online with Entrepreneur Magazine, Inc. Magazine, Today.com, Fortune Magazine, The Wall Street Journal, The Huffington Post, CNBC Online, Ebony Magazine, The Globe and Mail, Training Magazine, along with numerous other print and online publications. Curtis is the author of three books, Mind The Gap: Getting Business Results in Multigenerational Organizations, Generation X Approved: Top 20 Keys to Effective Leadership.

Curtis’ 10 years of military service in the United States Navy serve as a solid foundation of his expertise in strategic planning and tactical application of organizational development, change management, blended learning frameworks and integrated talent management to maximize organizational investments in human capital. Curtis earned a doctorate in organizational behavior from Pepperdine University, graduating Phi Delta Kappa. Curtis’ additional academic accomplishments include completion of a graduate certificate as a diversity practitioner (CCDP) from Cornell University, and completion of an executive program in entrepreneurship from The Sloan School of Management at MIT.

As a testament to his professional brand, Curtis was awarded the high distinction of being selected as a member of the Boston Business Journal’s Top 40 Under 40 class for 2010. Curtis is also an active member of the Alliance of Mergers and Acquisition Advisors, Association of Change Management Professionals, and American Mensa.

John Lawlor

Director of Strategic Planning Advisory

John leads our Licensee and Client strategic planning and training programs. As an experienced executive John has a diverse background spanning over 30 years with start-ups, mergers and acquisitions and businesses in various states of maturity. John has a wide variety of industry experience including manufacturing, retail, restaurants, and insurance and risk management. He has been involved in many aspects of business across national and international boundaries.

John has a passion for helping others achieve personal and professional success. He believes success for an individual or a business is based on passion and clarity. People and businesses succeed when they are clear on what they do really well and what they want to achieve. Working with Leaders to develop clarity and create alignment as the platform for change, John has developed a track record of helping companies achieve industry leading results.

With expertise in strategy and strategic planning; organizational alignment; organizational development; change management; marketing and sales; and operations John has helped small and medium sized businesses achieve improvement through focus, accountability, discipline, and organizational alignment.

John is a business advisor and Executive Associate accredited by The Institute for Independent Business. He is a Certified Master Mentor/Coach/Facilitator, trained in DISC assessments, a Fellow of IIBI, a VOP Certified Practitioner, an expert in Planning (strategic, operational, and individual) and a leader in organizational development and effectiveness. An avid reader and learner, husband, father of three, John enjoys cars, residential construction and running. John holds a BA in Economics from Saint Michael’s College in Winooski, VT.

Joy Pettirossi-Poland, MS
Director of Sustainability Advisory

Joy heads the CVM Division of Sustainability. Professionally, Joy has worked with Investment Advisors and CPAs for over 25 years as an expert in business development strategies, brand differentiation, building strategic alliances and crafting CPE and professional development forums. In 2012 Joy created the MVP (More Value & Profit)™ Program designed to help CPA’s, wealth advisors and business owners create more profitable and sustainable businesses. In 2014 MVP in collaboration with Providence College launched the first “Intangibles Valuation Committee” Task Force through the Rhode Island Society of CPA’s – the first of its kind in the country. In May of 2015 Joy was named Founding Committee Member and Business Liaison for RISCPA’s new “Sustainable Value Committee”.
Joy created the MVP C-Suite Sustainability Challenge an ongoing educational series and training program offered at the Atrion Educational Center at RISCPA. Joy has spoken at the XPX BOSTON Exit Planning Exchange event “How to Make Intangible Value Tangible” which she designed and delivered and XPX Connecticut, “The Upside of Building Partner Value in your Firm; an intangible value primer for owners of CPA Firms, Law Firms and Consulting Firms as a panelist. She has presented her MVP program at the Wharton School of Businesses “New Metrics for Sustainable Business” conference and presented twice at MIT’s Sloan School of Management’s Annual “Sustainable Investing Conference”. Building Bridges and HIP Investor’s collaborative 401(k) sustainability scoring work was featured in September 2014 at the Sustainable Business New Metrics Conference at MIT. Joy’s MVP Program and Intangibles Task Force work has been featured in the CPA Journal, Accounting Today, Sustainable Brands Magazine, CR Magazine and the Providence Business News.
In addition to her business coaching Joy does consulting and volunteer work for schools that are exploring how to build child-centric, experiential curriculums that integrate emotional intelligence and environmental literacy to better engage students, improve learning, increase cognitive performance and enhance overall wellness and empowerment.

Joy has her BA in Psychology from Boston University and her Master of Science MS from Central Connecticut State University.

Kenneth J. Sanginario, Founder

CVGA, CPA, ABV, CVA, CM&AA, MST, MSF, CMAP, CTP

Ken250x250

Ken Sanginario is the Founder of Corporate Value Metrics, creator of the Value Opportunity Profile® (“VOP®”), and developer of the prestigious new Certified Value Growth Advisor^tm(“CVGA^tm”) training and certification program.

Ken has more than 30 years of experience providing executive leadership and strategic advisory services to private middle market companies, developing and executing business improvement initiatives, turning around distressed operations, managing M&A transactions, valuing companies, and securing equity and debt growth capital.

He is an instructor in the training and certification programs of the Alliance of M&A Advisors, Pinnacle Equity Solutions, and the Exit Planning Institute, teaching about business value growth in each program. He also serves on the advisory board of the MidMarket Alliance as its educational leader, and serves on the Boards of Directors of several privately held companies.

Ken is a frequent speaker at national and regional conferences and private business owner functions, and has authored numerous articles on business value growth, corporate valuations, mergers & acquisitions, and turnaround management. He is also the Board President of Solutions at Work, a charitable organization focused on breaking the cycle of recurring poverty and homelessness.

Ken’s credentials include:

CVGA (Certified Value Growth Advisor);
CM&AA (Certified M&A Advisor);
CTP (Certified Turnaround Professional);
CPA (Certified Public Accountant);
ABV (Accredited in Business Valuation);
CVA (Certified Valuation Analyst);
MSF (master’s degree – finance);
MST (master’s degree – taxation)

Arthur S. Pearce

Director of Product Development

CPA, CIA, CISA, CBIP, PMP

Ken250x250 Art Pearce leads our VOP® application requirements planning, development, quality assurance, release management, and training efforts. Art brings more than 20 years of progressive experience in auditing, ERP software, data warehousing, and financial management to the cause of business performance improvement. He drove the migration of the VOP® model from a desktop tool to today’s SaaS cloud application. Art oversees VOP® application support, enhancements and directs day-to-day development team priorities and tasks.

Previously, Art provided senior finance and business intelligence advisory services at several firms, most recently Cervello, Inc. Art has also served as CFO of a small consumer product designer & distributor, Data Warehouse Reporting Manager at a NASDAQ-listed prepaid wireless billing provider, Accounting Software Implementation Manager for ERP software developer Deltek, and Financial and IT Audit Supervisor at Ernst & Young. Art’s passion lies in driving corporate performance improvement through more insightful decision-making data and streamlined transaction processing, tempered by effective governance & efficient controls.

Art’s credentials include CPA (Certified Public Accountant), CIA (Certified Internal Auditor), CISA (Certified Information Systems Auditor), CBIP (Certified Business Intelligence Professional), and PMP (Project Management Professional). Art earned his Bachelor of Science degree in Accounting from Lehigh University.

Michael Corrigan

Vice President Business Development

MSM

Michael Corrigan

Michael Corrigan is the Vice President of Business Development for Corporate Value Metrics. Michael has over 25 years of management, business growth, and leadership experience in both executive management positions and business ownership. Michael’s responsibilities include the formation of Strategic Alliances, growing the base of Certified VOP® Practitioners, promoting the Company’s services, and overall company growth.

Michael spent several years in the manufacturing industry in various executive roles, working in metal stamping, tube forming, plastics, and fabrication. His experience accelerating growth and value improvement ranged from working directly with small business owners to client relations with nationally-known companies such as Harley-Davidson, Gerber, and Snap-on Tools. Michael’s experience includes building strong Strategic Alliances programs, as well as developing independent manufacturing rep networks in both domestic and international markets. He also had success in financial services, which lead to advisory work in the exit planning industry.

Michael received a Master of Science Degree in Management from Baker University, a Bachelor of Science Degree in Business Administration from Northeast Missouri State University (now named Truman State University), and advanced education from the Leadership in Life Institute. Michael currently serves as Vice President and member of the Board of Directors at Solutions at Work, a charitable organization focused on breaking the cycle of recurring poverty and homelessness. In the past, he has served as a Board Member and Political Involvement Chairman for the National Association of Insurance and Financial Advisors in MA.

What Services Are Driving Accounting Industry Growth?

Survey highlights succession planning in middle market businesses

Dr. Curtis Odom

Change Management & Organizational Culture Advisory Lead

John Lawlor

Director of Strategic Planning Advisory

Joy Pettirossi-Poland, MS Director of Sustainability Advisory

Kenneth J. Sanginario, Founder

Arthur S. Pearce

Director of Product Development

Michael Corrigan

Vice President Business Development

Joy Pettirossi-Poland, MS
Director of Sustainability Advisory