Category: Accolades
Photo by Richard Hurd
Marty Malloy is Awarded “Tina Hafeman Friend of WASBO” Award
Marty Malloy, Director Education and Government Practice, M3 Insurance, was awarded the Tina Hafeman Friend of WASBO Award, in acknowledgement of his special and noteworthy support to WASBO. He was presented with the award Friday, October 5 during the Wisconsin Association of School Business Officials (WASBO) annual Fall Conference in Elkhart Lake.
Malloy was nominated by his fellow WASBO Spring Conference committee members: Kathy Davis (DeForest Area School District), Ben Irwin (Cedarburg School District) and Mike Koltes (CESA 5). All Malloy’s nomination letters reference his active participation in WASBO through involvement on the Spring Conference planning committee, Certified School Risk Manager program, Safety and Risk Management committee, various conference presentations and willingness to share his expertise with anyone. A common theme noted is Malloy’s “positive attitude, sense of humor…and WASBO spirit.”
“Marty strives to provide support and develop the network within WASBO which not only helps others grow in the profession, but also illustrates the value of the organization…” noted one letter.
“In addition to his time and great personality, Marty is an advocate for WASBO. He encourages others to participate and represents WASBO well. He does all of these great things while remaining humble,” noted another. This honor carries with it a $500 donation in the recipient’s name to a charity of the recipient’s choice that benefits children in Wisconsin, as he has shown through his work within WASBO. Malloy has selected American Family
Children’s Hospital to receive this donation.
WASBO Mission: To provide professional development, to foster a network of support and to advocate for funding that ensures outstanding educational opportunities for all children in Wisconsin
WASBO Vision: To be the most influential Wisconsin organization for state and national school business management and leadership
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About M3
M3 Insurance offers insight, advice and strategies to help clients manage risk, purchase insurance and provide employee benefits. We are committed to being experts in both the products we represent and the industries we serve. Our people advance M3’s competitive advantage in the marketplace, and our focus on community builds better places to live and work. M3 is consistently ranked a top 100 broker in America and celebrates its 50thanniversary in 2018.
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DeWitt Ross & Stevens Recognizes Laura M. Davis as 2018 Jack DeWitt Pro Bono Award Recipient
FOR IMMEDIATE RELEASE
September 24, 2018
FOR INFORMATION CONTACT:
Michelle M. Friedman (262) 754-2877
mmf@dewittross.com
DeWitt Ross & Stevens Recognizes Laura M. Davis as 2018 Jack DeWitt Pro Bono Award Recipient
MADISON|BROOKFIELD|MINNEAPOLIS – DeWitt Ross & Stevens S.C., and its affiliate DeWitt Mackall Crounse & Moore S.C., announced today that attorney Laura M. Davis of its Madison office has been named the 2018 recipient of the Jack DeWitt Pro Bono Award. Each year, the award recognizes one attorney or team of attorneys in the firm for their pro bono efforts.
Davis’ passion for pro bono legal service began in undergraduate school where she volunteered as a Court Appointed Special Advocate (CASA). Her service continued in law school where she worked for the Wisconsin Innocence Project and received the Melvin Friedman Memorial Scholarship for her outstanding work in the role.
In addition to her pro bono service, Davis has played an intricate role in establishing a formal Pro Bono Policy and Committee within the firm, to centralize pro bono activities that currently exist.
“Laura’s passion and dedication to helping those of limited means is second to none,” said Bradley Fulton, President & Managing Partner at DeWitt. “Her ongoing pro bono service is commendable, and we are honored to name her as this year’s award recipient.”
The pro bono award is named in honor of Jack DeWitt, a founding partner of DeWitt Ross & Stevens S.C. who passed away in 2012 at the age of 93.
About DeWitt
DeWitt Ross & Stevens S.C., including its affiliate DeWitt Mackall Crounse & Moore S.C., is one of the ten largest law firms based in Wisconsin, with an additional presence in Minnesota. It has nearly 140 attorneys practicing in Madison and Metropolitan Milwaukee, Wisconsin, and Minneapolis, Minnesota, in a variety of legal areas and has the experience to service clients of all scopes and sizes. The firm is known for its work in several areas, including civil rights litigation, construction litigation, corporate law, employment, environmental, employee benefits, estate planning, family law, government relations, health care, intellectual property, patents, trademarks and copyright law, litigation, personal injury, real estate, and tax law.
Photo by Richard Hurd
Savant Continues to be Recognized as a Top Investment and Accounting Leader
CONTACT: Catherine Povalitis, Chartwell Agency, cpovalitis@chartwell-agency.com, 779-537-1282
Savant Continues to be Recognized as a Top Investment and Accounting Leader
Industry trade publications release national rankings of top RIA and CPA firms in 2018
MADISON, Wis. (July 24, 2018) – Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with locations in Madison and Park Falls, WI; Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, and Wilmette, IL; and McLean, VA, has been recognized by Financial Advisor, Financial Times, and InvestmentNews as a leading Registered Investment Advisor (RIA) firm and by Accounting Today as one of the nation’s leading CPA firms by assets under management (AUM).
Financial Advisor magazine has ranked Savant #48 in its 2018 list of top RIA firms – climbing five spots from 2017. The list includes more than 700 RIAs from across the nation and is based on a survey of the firms’ discretionary AUM. This is the tenth consecutive year Savant has made the list. To view the complete list, click here.
Additionally, Savant has been named to the Financial Times’ “FT 300: Top Registered Investment Advisers” list for 2018. The firm is one of 21 Illinois RIA firms to be recognized. The results of the list were based on AUM, asset growth rate, the firm’s longevity, compliance record, industry certifications, and online accessibility. This is the fifth year that Savant has been recognized. Click here to view the complete list.
The firm also was named by financial trade publication InvestmentNews as one of its 2018 nationwide ranking of leading RIA firms. Savant ranked #47 on the comprehensive list of more than 2,100 firms. The list is based on total AUM and is the eleventh time Savant has been recognized. To view the full list, click here.
Accounting Today magazine has ranked Savant for the sixth time in its “Top Wealth Magnet” list. Advancing one spot from 2017, Savant was named #4 out of 150 leading CPA financial planning firms in the United States. Savant is part of the “Billion Dollar Club” category based on AUM. Today, the firm manages nearly $6 billion in assets for its clients. Click here for the complete list.
“We are honored by the ongoing recognition we have received from the industry’s leading trade media, and are proud to be listed alongside the nation’s leading RIA and accounting firms,” said Brent Brodeski, CEO of Savant. “Our success is a direct reflection of Team Savant’s dedication to helping build ideal futures for our clients and the communities we serve.”
For more information about Savant Capital Management, visit savantcapital.com.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm serving clients for 30 years with nearly $6 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being featured on the Forbes’ top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial
Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.
Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and
other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Click here for more information about Savant or to view our Important Disclosures.
Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.
Photo by Richard Hurd
Datica Celebrates 5th Anniversary as a Compliance and Security Leader for the Cloud
MADISON, WISC. AND SEATTLE — MAY 31, 2018
Datica™ announced today that this month marks the company’s 5th anniversary since carving out a niche market in 2013 when it first addressed compliance and security in the cloud. Today, Datica’s Platform for healthcare continues its evolution in one of the most highly regulated industries in the U.S. and has become an enabler for cloud-based strategies.
Last year, the company launched its first international pod and will be adding more in 2018. Getting in front of the European Union’s General Data Protection Regulation (GDPR) has been a driving force for Datica over the past year and a half. In 2017, the company began a GDPR audit process of its Platform, a move that soon makes the Platform compliant with the regulations of HIPAA, HITRUST, GDPR and GxP.
Other milestones Datica (originally founded under the name Catalyze) has had since its May 2013 launch include:
Raised $12.5 Million in funding since inception
First to make the Kubernetes technology for deploying containerized workloads HITRUST CSF Certified
Selected as a premier healthcare speaker at AWS re:Invent 2017, and featured in the main keynote at the 2018 Microsoft Build conference
Pioneered the Digital Health Success Framework, leading to industry-wide acclaim, including presenting at Health 2.0 and SXSW
Embraced a virtual workforce in 2013, tapping top healthcare technology talent across the nation
“Since 2013, we’ve put an emphasis on supporting customers by controlling growth, and in the first half of 2018 we’ve continued that company focus by spending all available resources on engineering and servicing customers, “ said Travis Good, MD, CEO and chief privacy officer. “When I think back to the start of the company, it’s humbling to see how our customer base has expanded from early-stage startups, then to mature healthcare vendors, and finally to the Fortune 500 mix of enterprise customers. It’s the compliance and security aspects that bring these customers to Datica; it’s core to our mission, so we ensure the Platform remains first and foremost secure.”
As Datica celebrates the past five years, it’s also a time to look to the future. Though healthcare has, up until now, been a core focus of the company, Datica’s newly introduced Cloud Compliance Management System will open a host of new opportunities for organizations to manage the compliant state of their entire enterprises in one actionable view — across multiple clouds and within multiple industries. “As we expand our partnerships with Microsoft Azure and AWS, and on to Google Cloud, Datica will explore offering end-to-end compliance beyond healthcare,” said Good.
About Datica
The Datica Platform is designed for those who store, manage and share protected health information (PHI) in the cloud and manages all ongoing compliance and security burdens found within the exacting standards of HIPAA, HITRUST, GDPR, and GxP. Customers can license and deploy cloud-native applications on their own cloud account, or tap Datica’s cloud account to receive compliance, security and electronic health record (EHR) integration expertise to launch and manage applications. Datica’s Kubernetes-enabled platform customers include mid-to-late stage startups to Fortune 100 companies across the healthcare spectrum: solution providers, hospital organizations, pharmaceutical giants and nationwide health insurance payers. For more information, go to Datica.com.
Photo by Richard Hurd
Central Storage & Warehouse Reclaims Title as State’s Largest Provider of Rooftop Solar Energy
May 17, 2018 – Madison, WI. Central Storage & Warehouse Co. (CSW) reclaimed its title as Wisconsin’s largest corporate provider of rooftop solar energy with the recent commissioning of over 2,800 panels to its freezer warehouse in Pleasant Prairie.