Key Personnel

Webinar Replay: Why You Should Validate Your CECL Model

Mercadien’s Financial Institutions Services Group hosted a complimentary webinar “Why You Should Validate Your CECL Model” Thursday May 12, 2022 from 1-2:30 PM.   Presenters Joseph Galdo, CPA, CAMS, CFE, CERP, Director & David Healey, Supervisor reviewed the CECL readiness and model validation process, as well as considerations and best practices relating to CECL. During the webinar,…

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Benefits of an Outsourced or Fractional CFO

Many emerging growth and middle-market companies stand to benefit from the expertise of an experienced financial and accounting professional but are hesitant to carry the cost of a full-time CFO or just struggle to fill that position.  Often, these organizations employ a bookkeeper and accounting personnel but lack a fully functional accounting department capable of…

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Economic Update: What Could Go Right?

The first quarter of 2022 was a reminder that there are times, though rare, when both the bond market (the “safe stuff”) and stock market can go down at the same time, as they grapple with the same host of emerging economic and geopolitical uncertainties. Heightened uncertainty creates challenging times for financial markets, a dynamic…

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Webinar Replay: Surviving to Thriving: Employer Considerations in a Changing Employment Market

Mercadien’s Nonprofit & Human Services & Private Company Services Groups hosted a complimentary webinar “Surviving to Thriving: Employer Considerations in a Changing Employment Market”.   Presenters, Christina M. Reger, Esq., Founding Partner, Law Offices of Christina M. Reger & Kate Cione, Vice President of Strategy, The O’Connor Group provided insight on the most common challenges in the employment…

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How Independent Loan Reviews Can Mitigate Risk to Your Institution

Banks and financial institutions rely on the insight from independent loan reviewers to uncover potential risks embedded in their loan portfolios. As part of standard practice, financial institutions engage independent entities to review their loan portfolios, ensuring no undue risk may affect the Bank’s overall asset quality and capital composition. An independent review of the…

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Due Diligence Benefits & Concerns: Buy-Side vs. Sell-Side

Buying or selling a business is no easy task. One of the most critical steps in that process is performing adequate due diligence, no matter what side of the transaction you are on. Due diligence is an evaluation process that typically spans a wide range of areas including financial, legal, operational, IT and marketing matters. …

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Mercadien Webinar Replay: M&A Series Pt. 3: Maximizing the Value of Your Business Through the Sales Process

Lee Boss, Managing Director of Mercadien, Valentina Midura, Senior Managing Director of BDO Capital Advisors, Kevin Hoyle, CEO of B2B Gateway & Nicholas San Filippo IV, Partner of Lowenstein Sandler LLP presented a webinar, M&A Series Pt. 3: Maximizing the Value of Your Business Through the Sales Process on Tuesday, November 2nd along with moderator Frank…

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Webinar Replay: Not-For-(Their)-Profit: Prepare Your Organization for the Inevitable Cyber Attack

Mercadien’s Nonprofit & Human Services Group hosted a webinar in partnership with Armour Cybersecurity, Not-For-(Their)-Profit: Prepare Your Organization for The Inevitable Cyber Attack, on Tuesday, October 26, 2021 presented by David Chernitzky, Co-Founder of Armour Cybersecurity.  During the webinar, he went over: The latest cyber threats jeopardizing your security, privacy, and identity. The anatomy and…

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Nonprofits – What’s Keeping You Up At Night?

The answer is probably “a lot of things” right? It is for many of us here at Mercadien. Our Nonprofit and Human Services Group meets regularly to discuss our clients’ top challenges and look at ways we can help them address their issues. We have gathered intel from our clients, the AICPA and NJCPA, the…

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Mercadien Announces Executive Promotions; Several Associates Promoted to Director

Mercadien is pleased to announce several promotions within the firm’s corporate leadership team.  Three professionals were promoted to the level of Director: Ms. Melissa Correa, CRCM, a member of the Financial Institutions Services Group and resident of Oklahoma City, OK; Mr. Matthew Daly, CPA, a member of both the Government Services and Audit and Assurance…

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