RMR Financial Advisors, LLC re-brands as RMR Wealth Advisors, LLC

RMR Financial Advisors, LLC has modified their company name to RMR Wealth Advisors, LLC.

RMR Press Release

Ideas That Evoke® Announces Office Expansion to Los Angeles

MADISON, WI (APRIL 2018) – Ideas That Evoke® – a digital, social and public relations agency serving clients in the beauty, salon professional, lifestyle and luxury industries – recently announced the expansion of its business to the West Coast. Founded in 2009 by Kelly Ehlers, the agency works with industry-leading brands to pioneer marketing, influencer and digital strategies in today’s hyper-connected media landscape. The second location, based in Los Angeles, will be opened by Jeffrey C. Lunnen, Managing Director for Ideas That Evoke.

PressRelease_LAOffice_IdeasThatEvoke_OFFICIAL

BDO USA, LLP Announces Wisconsin Expansion Through Addition of Smith & Gesteland, LLP

Contact: Jerry Walsh, WalshPR, 631-419-9008, jerry@prwalsh.com

BDO USA, LLP ANNOUNCES WISCONSIN EXPANSION THROUGH ADDITION OF SMITH & GESTELAND, LLP

Madison Firm Brings 85 Staff to BDO

Chicago, IL – BDO USA, LLP, one of the nation’s leading accounting and advisory firms, today announced an expansion of its Wisconsin practice through the addition of 85 staff, including 15 partners, from Smith & Gesteland, LLP. Founded in 1948, Smith & Gesteland (S&G) provides a full range of accounting, tax, human resource management and information technology services to a client base of middle market businesses. The firm, based in Madison, also has a unique “80/20” consulting practice that helps clients focus on critical success factors to enhance profitability. S&G has significant strength in the construction, technology, manufacturing, nonprofit and real estate industries. Combined with BDO’s existing offices in Madison and Milwaukee, BDO will have 185 professionals serving Wisconsin clients. The combination of BDO and Smith & Gesteland is subject to customary closing conditions and is expected to be completed on July 1, 2018.

“I look forward to welcoming all of the partners and professionals of Smith & Gesteland to BDO USA. Our firm has demonstrated steady growth in the Madison market and this combination will greatly enhance our presence in both Madison and the greater Wisconsin market,” said Wayne Berson, CEO of BDO USA. “S&G’s entrepreneurial culture is a natural fit with BDO. They bring significant resources to our existing industry strengths in real estate, nonprofit, manufacturing, construction and especially technology, where we will be the dominant firm in the market.”

“In combining with BDO, we will form the leading firm serving middle market businesses in the Madison market, while providing both our clients and our people with additional opportunities for growth,” said Bill Pellino, Managing Partner of S&G. “Our clients will still receive the same close personal attention they have come to expect from our team, but now they will have access to a wider array of services, broader industry experience, and the full coverage of BDO’s extensive global network. BDO has a team-oriented, collaborative culture, similar to our own. The firm’s reputation as a favorable workplace also fits well with our focus on our people, who will now have access to more training and many more opportunities to pursue career growth.”

Upon completion of the transaction, Bill Pellino will serve as the Tax Managing Partner for BDO’s Wisconsin Practice and Dan Kramer will continue in his existing role as BDO’s Assurance Managing Partner for Wisconsin. BDO will maintain its Milwaukee office and its current Madison location along with the new Madison (Middleton) practice. The two Madison offices, which are only blocks apart, will eventually be combined into one location. See current contact information below:

BDO USA, LLP BDO USA, LLP

One Erdman Place 330 East Kilbourn Avenue

Suite 404 Suite 750 Two Plaza East

Madison, WI 53717 Milwaukee, WI 53202-3143

Phone: 608-831-8500 Phone: 414-272-5900

S&G (BDO USA, LLP upon completion of transaction)

8383 Greenway Boulevard

Suite 500

Middleton, WI 53562

Phone: 608-836-7500

“In all my years of consulting in the Wisconsin market, I cannot recall a firm more sought after by both national and regional suitors than S&G,” said Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the transaction. “In the end, S&G felt BDO’s culture – very similar to their own – was the right fit. They also valued the depth of resources BDO can provide their clients and the growth opportunities it provides their associates. BDO really valued S&G’s strong leadership and depth of talent.”

Smith & Gesteland has been voted the top CPA firm in Madison by In Business Magazine for 13 consecutive years. Like BDO USA, S&G has been recognized by numerous business and industry publications for its workplace accomplishments. The firm was recently named as one of Madison Magazine’s Best Places to Work and recognized by Accounting Today as one of the nation’s Best Accounting Firms to Work for.

BDO Facts:

BDO USA has 185 staff serving Wisconsin businesses from offices in Madison, Middleton and Milwaukee.
Over the past five years, BDO USA’s cumulative growth rate has far outpaced all other major U.S. accounting firms, with revenues more than doubling from $618 million in 2012 to $1.41 billion in 2017. During that time, BDO entered 24 new U.S. cities and expanded its critical mass in 13 existing markets.
BDO represents companies ranging from closely-held private businesses to leading nonprofits to Fortune 500 multinationals.
BDO USA has industry practices specialized in serving businesses in the construction, energy, financial institutions, asset management, government contracting, healthcare, insurance, manufacturing, nonprofit, private equity, real estate, restaurant, retail and technology sectors.
BDO has been named a Best Company by Working Mother Magazine for seven consecutive years and been recognized with the When Work Works Award for Business Excellence in Workplace Flexibility for eight consecutive years.
BDO has more than 60 offices and more than 550 independent alliance firm locations around the country.
BDO USA has been serving clients for more than 100 years since its founding in 1910 (as Seidman & Seidman).
As an independent member of BDO International Limited, the firm can leverage the resources of more than more than 73,000 people working out of 1,500 offices across 162 countries.
About BDO USA

BDO is the brand name for BDO USA, LLP, a U.S. professional services firm providing assurance, tax, and advisory services to a wide range of publicly traded and privately held companies. For more than 100 years, BDO has provided quality service through the active involvement of experienced and committed professionals. The firm serves clients through more than 60 offices and over 550 independent alliance firm locations nationwide. As an independent Member Firm of BDO International Limited, BDO serves multi-national clients through a global network of more than 73,000 people working out of 1,500 offices across 162 countries.

BDO USA, LLP, a Delaware limited liability partnership, is the U.S. member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms. BDO is the brand name for the BDO network and for each of the BDO Member Firms. For more information please visit: www.bdo.com.

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Access HealthNet Selects the Datica Platform to Accelerate Interoperability and Security for Medical Reimbursements

MILWAUKEE AND MADISON, WIS. MAY 10, 2018 – Madison-based Datica™ and Milwaukee tech startup Access HealthNet (AHN) today announced a strategic partnership to deliver EMR interoperability and security through AHN’s healthcare bundling platform. The companies will collaborate to ensure compliance requirements are met to the standards of HIPAA and HITRUST CSF Certification and streamline operations for AHN’s customers.

Together the two companies will greatly expand their ability to assist providers and employers in streamlining the medical reimbursement process that has plagued modern healthcare and fueled its skyrocketing costs.

Founded in 2014, AHN has become a leader in direct contracting with its cloud-based bundling platform, offering more than 350,000 episodes of care throughout the country at more than 5,000 facility locations to self-insured employers, unions, and Medi-Share programs.

“Partnering with Datica will propel our platform forward exponentially,” said AHN’s Chairman and CEO, Eric Haberichter. “Our vision of being fully interoperable with all major hospital and medical billing systems will become a reality much more rapidly with this partnership.”

Datica has been serving an array of high-profile medical facilities across the country and has become the Midwest’s premier HITRUST CSF Certified, HIPAA compliant digital health platform. Founded in 2013, Datica now powers the next era of healthcare technology with its interoperable Kubernetes-enabled cloud infrastructure.

“We recognize the health tech surge happening in both Madison and Milwaukee today. That’s only one reason why Datica is delighted to partner with Access HealthNet in providing the compliance and security layers that hospital and medical systems seek,” said Datica CEO and Chief Privacy Officer Travis Good, MD. “With its bundled payments solution, Access HealthNet is providing a much-needed cost transparency for healthcare; seeing these innovations arise from two Wisconsin cities is a boasting point for the state of Wisconsin.”

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.

About Access HealthNet
Access HealthNet (AHN) increases access and affordability in healthcare through an e-commerce healthcare marketplace called The Super Option that connects value-based providers offering flat-rates and bundles to self-funded employers. AHN’s proprietary platform has several iterations to serve healthcare’s vast stakeholders, including a direct-to-consumer offering called The Super Option Direct, and a workers’ compensation solution called WC Bundled Payments. To learn more, visit accesshealthnet.com.

New Capitol Square Branch and Office for Old National

FOR IMMEDIATE RELEASE
January 3, 2018

Media Contact:
Andrea Marquardt Finck: 608-354-0893
Community Relations Manager

New Capitol Square Branch and Office for Old National

Madison, Wis. (January 3, 2018) – After more than two years of construction, Old National Bank (ONB) has opened their doors on a new bank branch and Wisconsin Corporate Offices on the Capitol Square. The newly renovated space is nearly 33,000 square feet, including the banking center on the street level, office suite on the second floor with a large outside space, and training and meeting room facilities on the lower level.

The spaces are part of the 25 West Main building renovations. Both the Wisconsin Headquarters for Old National and the Banking Center were located in the building for over 45 years. The Banking Center moved into a new space and the Wisconsin Headquarters moved to the second floor. The large outside patio has views of the lake and runs on two sides of the building. The Wisconsin Corporate offices are home to Commercial Banking, Treasury Management, Wealth Management, Consumer Lending, Retail Management, Marketing and Mortgage teams, totaling more than 80 staff.

The Banking Center utilizes a new concierge model of banking. In the concierge model, each representative in the Banking Center assists the client with their needs from start to finish rather than moving from teller to specialist to loan officer. There is an ATM on-site and computers for individuals who prefer to be self-directed. The branch has an open concept design that is intended to be more interactive and provide the technology experiences consumers seek.

“The ONB team is thrilled to make this investment in our vibrant downtown. New and better space, additional team members, and new services are all part of our growth plan here in Wisconsin,” said Len Devaisher, Wisconsin Region CEO.

A formal ribbon-cutting and public Open House will take place on Thursday, January 11th at the Banking Center. Open House hours are 9 am – 4:30 pm with the Ribbon Cutting at 1:15 pm. Normal business hours are now 9 am-5pm, Monday through Friday.

About Old National
Old National Bancorp (NASDAQ: ONB), the holding company of Old National Bank, is the largest financial services holding company headquartered in Indiana. With $15.1 billion in assets, it ranks among the top 100 banking companies in the U.S. Since its founding in Evansville in 1834, Old National Bank has focused on community banking by building long-term, highly valued partnerships with clients. Today, Old National’s footprint includes Indiana, Kentucky, Michigan, Minnesota and Wisconsin. In addition to providing extensive services in retail and commercial banking, Old National offers comprehensive wealth management, investments and brokerage services. For more information and financial data, please visit Investor Relations at oldnational.com.

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