Wolf & Company, P.C.

??Introducing our 2024 Annual Report! Our CEO, Jerry Gagne, shares how our employees’ dedication and vision propelled Wolf & Company into a new era of strategic growth. Our focus on investing in new services & adopting new technology has strengthened our foundation for the future – translating into expanded service capabilities, data-driven solutions & a deeper commitment to our client-focused approach. Looking ahead, we are positioned to continue investing in our people, our clients, and our vision for tomorrow – driving success, together. ?? ?? Read the full report to explore how we’re shaping our next chapter: https://lnkd.in/eWCedwi9 #InvestingInTomorrow #AnnualReport #WeAreWolf?

Regulatory expectations are rising and a #compliance misstep can cost more than just fines – it can cost opportunities. Whether you’re a Series A #fintech start-up or a global leader, learn how you can: ?Build trust with financial institutions ? Secure customer data & meet global standards ? And stay ahead of evolving regulations Build a compliance framework that supports your growth with insights from Rita Griffith, CISA, CFE. ?? https://lnkd.in/evBUQ47W

Join us at Wolf & Company’s Boston office on March 19 from 5-7 PM for the ACAMS Greater Boston Chapter panel: "Enforcement Actions – Lessons Learned." Moderated by Cory Flashner of Mintz, this discussion will feature industry experts Shawna O. Avey, CFE, CAMS (Massachusetts Division of Banks), Elizabeth Paige Baumann (Paige Baumann Advisory, LLC), Steve Ganis (Mintz), Cristina Palladino, MBEC, CAMS, CAFCA, CCRS (Wolf & Company, ACAMS Greater Boston Chapter Board Member), and Joseph Voiro (Ernst & Young Global Consulting Services). Panelists will share key takeaways from enforcement actions, offering insights on compliance strategies, preparation, and the impact of regulatory decisions on business operations. ?? Wolf & Company, 255 State Street, Boston, MA ?? Learn more & register: https://lnkd.in/enkfrgKA #ACAMS #RegulatoryCompliance #RiskManagement

We're heading to the Illinois Bankers Association’s The ONE Conference for two insightful sessions on the future of banking & cybersecurity. Don’t miss: Banking on Innovation: A Roadmap to Digital Payments Innovation and Risk Management ?? Brandon Quiterio, CPA, MSA ?? Thursday, March 13th | 2:45 p.m. - 3:45 p.m. Is Your Bank Prepared for a Breach? ?? Todd Burns, CISA ?? Friday, March 14th | 8:00 a.m. - 9:00 a.m Join us to explore the latest trends, risks & strategies shaping financial institutions. See you there! https://lnkd.in/gXkMS3ru

In honor of International Women’s Day 2025, we’re highlighting the incredible women leaders at Wolf & Company who are shaping the future and inspiring the next generation. This year’s theme, #AccelerateAction, calls on us to move beyond recognition and take meaningful steps to drive real change. We asked some of our leading women at Wolf: ???“What advice would you give to the next generation of women leaders?” Their words reflect resilience, empowerment, and bold leadership—reminders that real change happens when we support, mentor, and uplift each other. Swipe through to read their insights! #IWD2025 #InternationalWomensDay #WomenInLeadership #WeAreWolf

?? Struggling to fill your #CISO role? You're not alone. With #cybersecurity talent in short supply & CISO salaries soaring past $250K, many organizations are turning to #vCISOs for expert security leadership – without the hefty price tag. Derek Morris CISSP, CISM, CISA, CDPSE, PCI-QSA, CCSFP details the benefits & how a vCISO can protect your business without the need for a full-time hire. Read more: https://bit.ly/3F9XsMU

Stay competitive in a changing #banking market at ICBA LIVE – the place to explore key trends, network with peers & gain insights that drive success. ??Sean D. Goodwin will be taking the stage to speak on the topic of “The Future of Cybersecurity in Banking: Upcoming Technological Innovations,” detailing how you can prioritize security while enhancing operational efficiency & customer trust. Will you be there? Stop by booth #912 to connect with Scott Baranowski, Paul Corcoran & Nicholas Jesi – let’s talk about the future of community banking! ?? https://lnkd.in/gwhqgQD

Join Jonathan Wilkie, Matt MacDonald & Cristina Palladino, MBEC, CAMS, CAFCA, CCRS at Fintech Meetup in Las Vegas! ?? This event is a must-attend for #fintech start-ups, financial institution representatives, and professionals eager to explore partnerships & stay ahead of industry trends. Don’t miss out on this opportunity to connect with our industry leaders & innovators! https://fintechmeetup.com/

Wolf & Company is heading to Washington, DC, for the Investment Adviser Association's Compliance Conference! We’re excited to sponsor the event from March 5–7, where compliance professionals, regulators & industry leaders, including our own experts Michael Stravin, Brian Shea, CRCM, CAMS & Doug Gerth, will gather to discuss the evolving regulatory landscape and best practices in risk management. Let’s connect! Our team will be there, ready to share insights on navigating regulatory challenges with confidence. We look forward to seeing you in DC! ?? https://lnkd.in/e5REQHWt #IAA #Compliance #RiskManagement

?? Wolf Watch: News & Insights – February Edition The regulatory landscape is shifting. With the repeal of SAB 121, SAB 122 is opening new doors for banks to offer digital asset custody services without restrictive capital requirements. What does this mean for financial institutions? We break it down in this month’s Wolf Watch. Inside This Issue: ?? SAB 122 & Digital Asset Custody – How this regulatory shift impacts banks ??Enterprise Digital Transformation – 3 strategies for long-term success ??Scaling Fintechs – Risk & compliance strategies for sustainable growth ??Automating Risk Management – How WolfPAC helps banks & credit unions stay secure Stay ahead of industry changes. Read the full newsletter now! ?? #Compliance #Fintech #RiskManagement #DigitalAssets