Commercial banking

David Lien is a senior executive with extensive experience in insurance and technology, specializing in multi-channel marketing and digital transformation. He has held leadership roles at major insurers including MetLife and Sunshine Insurance, and as a partner currently leads AI-driven innovation initiatives at LingXi Technology. With over 20 years in the insurance industry and recent focus on causal AI applications, he writes on human-machine collaboration and the future of insurance, with recent articles published in Insurance Thought Leadership and Medium Bootcamp.

Plus, Coupa adds more than 100 platform enhancements; iDenfy announces AI-generated KYB report feature; and other accounting tech news and updates.

The American Institute of CPAs is urging the federal government to keep all Internal Revenue Service employees working for the duration of the shutdown.

REDW launches two service lines; PIOB appoints chair; and more news from across the profession.

Finance professionals play a central role in transforming strategic technology objectives into effective implementation.

Dr. Alfred Sanders is the program leader for the CFO Forum at Genpact, where he oversees events, thought leadership and relationship management. As a partner in Genpact's CFO consulting practice, he spearheads design and execution of corporate and finance organizational, process improvement, and automation programs. A CPA with a doctorate in finance, he has presented at over 40 industry conferences and authored articles on finance, taxation and economics.

The IRS is looking for help for its VITA and TCE programs — no tax experience required!

Evan Fitzpatrick is the CEO of Suralink. Previously, Fitzpatrick served as the chief product officer at AuditBoard, where he oversaw company strategy and product development. During his tenure at AuditBoard, he also served as SVP and general manager of the IT risk and compliance product line, overseeing product strategy and development as well as go-to-market and customer success. Prior to that, he spent 10 years at Bain Capital as an operating partner and executive, working with portfolio company management teams to drive transformational growth. Fitzpatrick has a Bachelor's of Science in Accounting from Brigham Young University.

Loan wolf; collection plate; Tony who?; and other highlights of recent tax cases.

Private equity-backed firm Sorren acquired Healthworks, a healthcare consulting firm specializing in healthcare disputes and arbitration hearings.

ERP company DualEntry announced $90 million in Series A funding from Lightspeed, Khosla Ventures and GV in order to support its AI-native ERP system.

Christina Powers is a Partner in West Monroe's Cybersecurity practice. She leads the firm's Cybersecurity Advisory for Private Equity (CAPE) program, helping private equity firms and their portfolio companies maintain visibility into cybersecurity practices and risks. Christina also conducts cybersecurity due diligence for potential acquisitions, supporting investment decisions and operational resilience.

 She brings deep experience in cybersecurity strategy, with a focus on risk mitigation and identity and access management. Prior to joining West Monroe, Christina worked in Accenture's Technology Consulting Security practice. She holds a bachelor's degree in Electrical Engineering from the University of Notre Dame and has completed executive education at the Yale School of Management.

The decision is a blow to the efforts of the Danish tax agency, known as Skat, to $1.9 billion it said it lost to hedge funds and traders.

Bepi Pezzulli is an associate professor in the MBA program at University Canada West as well as a solicitor of the senior courts of England & Wales, specializing in cryptofinance.

Julie Genjac is a vice president and managing director of Applied Insights at Hartford Funds. With over 20 years of experience, she helps financial professionals and teams optimize their practices by enhancing their efficiency and effectiveness. She is also a co-host of the Hartford Funds Human-centric Investing podcast, featuring thought leaders from inside and outside the industry.

The Public Company Accounting Oversight Board released staff guidance to help auditors implement Paragraph .10A of AS 1105, "Audit Evidence."

The comment period has been extended to March 31, and the extra 45 days to perfect R&D claims is now available Jan. 10.

The tax prep giant is looking to hire as many as 80,000 tax pro associates for 2026.