Lotis Blue helps professional services firms build stronger connections between strategy, leadership, talent, and organizational performance. With deep expertise in data and behavioral science, we deliver insight-driven solutions tailored to the unique operating, growth, and leadership challenges firms face.

Windsor Path combines the resources of a national platform with a commitment to local autonomy – empowering member firms to accelerate growth, invest in their people, and expand their capabilities while preserving the identity and independence their clients and teams value most.

MindBridge allows finance leaders to see the unseen—analyzing every transaction in near real-time to detect risks, errors, and opportunities. Its AI-powered Central Insights Factory unifies siloed financial data into continuous, actionable intelligence. Going beyond traditional analytics, MindBridge delivers explainable, proactive insights finance teams trust. Seamlessly integrated into existing ecosystems, it strengthens controls, speeds decisions, and drives growth and protection in a complex financial landscape.

Lemme, a division of EPIC, is the leader for specialty insurance brokerage services to Accounting Firms. Accounting Firms choose Lemme for specialized insights on claims trends, best practices, tailored policy language, limit analysis, and competitive pricing. Lemme is preferred among Top 100 Firms for professional liability, executive risk, and cyber insurance solutions.

Simpson Thacher is one of the world’s most respected law firms. But for us, this has never simply been a matter of size or rankings. It’s the direct result of our commitment to one founding principle.

With AI-enabled tools and integrated cloud solutions, we enable our customers to adapt with confidence and lead the profession forward in a rapidly changing world.

Clarifying the complex so professionals can act with confidence

Thomson Reuters is an AI and technology company empowering professionals with trusted content and workflow automation to know now and navigate what’s next

America’s leading writer of innovative insurance programs.

McGowan Program Administrators (MPA) is America’s leading writer of innovative insurance programs. MPA is a Managing General Underwriter and Program Manager. MPA designs, administers and markets highly-specialized programs of insurance. These programs are available exclusively through MPA. They are offered on “A” Rated, Admitted Paper and are available in all 50 states.

As early as the mid-1950s, we recognized the power of specialization and began writing commercial affinity business. Since that time, and catapulted by the Federal Liability Risk Retention Act of 1986, we transformed ourselves from a large regional retailer into one of the country’s first Program Managers. For the past 6 decades, we have dedicated ourselves to program business. Our philosophy has always been to deliver products to our brokers which allow them to distinguish themselves from their competition, from both a pricing and coverage perspective. At the same time, we have delivered extraordinary long-term profitability to our carriers. Satisfying the dual objectives of our brokers and carriers has made us an extremely-stable platform, which is a rare commodity in the insurance industry.

MPA is one of The McGowan Companies (TMC); a family-controlled, conglomerate of insurance and financial service companies.

Agentic Tax and Compliance™, trusted and built to scale

Let agentic AI do the tax work. Avalara automates your compliance tasks for speed, accuracy, and scale. 

Aiwyn delivers the first complete platform for modern accounting firms across payments, practice management, client experience, and tax.