WHIN Opening Ceremony

Congratulations to WHIN on opening their brand new school building! Karen Daniels and Kamilah O’Brien had the pleasure of attending the opening ceremony on Saturday and witnessing the incredible efforts being

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CSBM & FOREsight Promotions

We are proud to announce the promotion of several teammates at CSBM & FOREsight!  Over the last few years, these teammates have demonstrated their financial acumen and, above all else:

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Take Your Child to Work Day in the City!

Although we’re a fully remote organization, our Chief Growth Officer spent the day giving his daughter, Harper, a glimpse into his professional world. Together, they visited the Salesforce Tower, Metropolitan

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CSBM Team at the Elevate24 Conference

We’re happy to share that our team, Steve Reid, Lola Barbarash, Heather Blumberg, Kamilah O’Brien, and Maria Compo, attended the Monday.com annual conference, Elevate24! Our team connected with industry leaders,

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Forty in Their 40s Awards!

City & State New York presented “40 In their 40s: New York Leaders hitting the Primes of their Careers.”  It was a well-attended event held on July 30th at 60

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Upcoming Conferences & Speaking Events

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