Vicky Ludema

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Part of Crowe Global, Perry-Smith LLP provides accounting services. The company is based in Sacramento, CA. The company was founded by Robert T. Perry-Smith. Perry-Smith was acquired by Crowe LLP on October 03, 2011.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Archer Technologies LLC supported business-level management of governance, risk and compliance. The company was founded in October 2010 and was headquartered in Overland Park, KS.

Frank Crystal & Co., Inc. provides insurance and risk management services. It offers aviation, construction, family enterprise, international and merger and acquisition services. The frim serves financial institutions, corporations and non-profit organizations. The company was founded by Frank Crystal in 1933 and is headquartered in New York, NY.

Moneta Ventures LLC (Moneta Ventures) is a venture capital firm founded in 2014 by Lokesh Sikaria. The firm is headquartered in Folsom, California.

Tri Counties Bank provides financial and banking services. It offers private and commercial banking, and investment services. The company was founded in 1975 and is headquartered in Chico, CA.

Part of Dime Community Bancshares, Inc., Dime Community Bank operates as a state chartered commercial bank. The company is based in Bridgehampton, NY. Stuart H. Lubow has been the CEO of the company since 2021.

Part of Seneca Financial Corp., Seneca Savings provides saving banking services. The company is based in Baldwinsville, NY. Joseph G. Vitale has been the CEO of the company since 2013.

Sproutx Pty Ltd (Sproutx) is an accelerator firm and a joint venture between Findex and the National Farmer’s Federation, founded in 2016 by Sam Trethewey. The firm is headquartered in Victoria, Australia.

Crowe Horwath provides accounting services. It provides services to government agencies and not-for-profit organizations. The company is headquartered in Perth, Australia.

Findex Group Ltd. engages in the provision of financial advisory and accounting services. Its services include accounting, tax, general insurance, lending, self managed super fund, and risk insurance. The company was founded by Terry Paule and Spiro Paule in 1987 and is headquartered in Melbourne, Australia.

Findex Advice Services Pty Ltd. provides wealth management and financial advisory services. The company’s services include advice, management and guidance, superannuation and retirement strategies, portfolio management, investment opportunities and funds and client investment administration. The firm also offers Risk Insurance Service and General Insurance. The company was founded by Tim Marshall in 2002 and is headquartered in Sydney, Australia.

Financial Index Australia Pty Ltd. provides retail financial planning, accounting and wealth management services. The firm also provides advices on trading and investment structures for tax planning and asset protection purposes for corporate, professional, and business customers as well as group superannuation and group risk product services. The company was founded by Terry and Spiro Paule in 1984 and is headquartered in Melbourne, Australia.

Graham Allen Partners (Graham Allen Partners) is a private equity firm founded in 2008 by Tracy Graham. The firm is headquartered in South Bend, Indiana.

Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ.

KPMG US LLP operates as an audit, tax, and advisory firm. The company is headquartered in Charlotte, NC.

ICONIQ Capital LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2011 by Michael Anders and Divesh Makan. They are a subsidiary of Iconiq Capital Group LP. ICONIQ Capital provides investment advisory and family office services, and also manages direct investments with a focus on technology growth equity, venture capital and real estate opportunities.

Westlake Biopartners LLC (Westlake Biopartners) is a venture capital firm founded in 2018. The firm is headquartered in Westlake Village, California.

Wework Cos., Inc. provides shared office spaces and networking services. It offers space-as-a-service membership model that offers flexible workspaces. The company was founded by Matthew Shampine, Adam Neumann, Rebekah Neumann and Miguel McKelvey in 2010 and is headquartered in New York, NY.

Quirky, Inc. operates as a social product development company, which brings new product ideas to life through its online collaborative platform. It facilitates and provides general market research data and information to individuals or entities that submit a product idea. The firm offers products in the areas of bed and bath, electronics and accessories, kids, kitchen, house wares, pets, sports/outdoors, travel, and others. The company was founded by Benjamin M. Kaufman in June 2009 and is headquartered in New York, NY.

Human Ventures LLC (Human Ventures) is a venture capital firm founded in 2015 by Heather Hartnett and Joe Marchese. The firm is headquartered in New York.

Five Star Bank operates as state chartered commercial bank. It offers personal and business banking services including accounts, cash management, cdars, online, mobile banking and business capital green account services. The firm also offers specialized lending to agriculture, business lending, construction, government, non-profit and manufacturing. The company was founded in 1999 and is headquartered in Rocklin, CA.

The Cortland Savings & Banking Co. state chartered commercial bank. It offers personal, business, and online banking, as well as mortgage products. The company was founded in 1892 and is headquartered in Cortland, OH.

The Sacramento Metro Chamber of Commerce is a business advocacy organization based in Sacramento, CA. The Chamber also administers an endowment fund called Inspire Giving through the Sacramento Region Community Foundation. The Chamber supports the economic prosperity of the Capital Region by leading efforts and advocating for businesses. The Director of Public Policy and Government Affairs oversees policy and related issues for the Chamber's Policy Department.

Brightstar Corp. is a global company that provides end-to-end device lifecycle management solutions and device protection services. The private company works with carrier, retail, and enterprise customers in around 50 countries, managing every stage of a device's lifecycle. The company simplifies the wireless world, making mobile technology accessible to everyone. Brightstar was founded in 1997 by Raul Marcelo Claure and is currently headquartered in Miami, FL. The CEO is Rod J. Millar.