Michael has been a change agent utilizing workflow technology for both the CPA and corporate tax markets for over 12 years. He has advised process transformations for firms and companies of all sizes from both a US and global perspective.
(2002 – 2005) He was a founding member of Immediatech who launched one of the first to web based market solutions for document management and workflow to the accounting industry.
(2005-2008) (Immediatech acquired by Thomson Reuters) - He lead a consulting practice to advise and implement CPA firms (small to midsized) on workflow solutions to manage tax compliance
(2008 – 2016) Thomson Reuters – Led Product Management with direct responsibility for the growth and strategic direction of their Data and Process Management Tools. This includes their Thomson Reuters workflow technology. His focus was on both the Large Firm and Corporate Segments. During this timeframe, he also helped shape their Firm Edition business focus by driving process transformation efforts with several of the Big 6 accounting firms. These efforts leveraged their workflow technology.
(2016) Head of Firm Edition Solutions and Delivery – Lead transformation efforts across the Big 6 accounting firms with a global focus on process efficiencies
(2016) Head of Innovation for Corporate and Firm Markets – Lead their innovation program for their corporate and firm markets.