# Thornton Llp

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Tech-NEW-logy Institute: Michael Perez Interviews Advyzon & Mantle

Full Episode is available on our members podcast: ⁠⁠⁠⁠⁠Listen Here⁠ Show Summary Michael Perez moderates a focused conversation with Advyzon and Mantle—two innovative platforms helping family offices modernize investment reporting, client communications, and private fund operations.  Michael Perez,…

Top Marketing Exec Reveals How Students Get Hired

Send us a text Melissa Wilson drops a truth bomb on every student dreaming of a marketing job: passion isn’t enough—proof is.As the National Head of Marketing & Communications at Doane Grant Thornton LLP, Melissa’s hired students, mentored grads, and built teams across Canada. In this episode, she …

Mini-Episode - Preview of the 2025-2026 STEP Saskatchewan Season!

If you have been listening to my podcast for a while, you will know how much I value my involvement with STEP (the Society of Trust and Estate Practitioners). It is not just about the TEP designation.  What I love most are the connections, the learning, and the high-quality professional development…

Audit Trends 2010: Warren Stippich Jr., Grant Thornton

In terms of information security, what is the state of auditing as we end 2009 - and what are the trends foreseen for 2010? Warren Stippich Jr., Practice Leader of the Chicago Business Advisory Services Group of Grant Thornton LLP, discusses: Audit trends; Where organizations are most vulnera…

Audit Trends 2010: Warren Stippich Jr., Grant Thornton

In terms of information security, what is the state of auditing as we end 2009 - and what are the trends foreseen for 2010? Warren Stippich Jr., Practice Leader of the Chicago Business Advisory Services Group of Grant Thornton LLP, discusses: Audit trends; Where organizations are most vulnera…

Audit Trends 2010: Warren Stippich Jr., Grant Thornton

In terms of information security, what is the state of auditing as we end 2009 - and what are the trends foreseen for 2010? Warren Stippich Jr., Practice Leader of the Chicago Business Advisory Services Group of Grant Thornton LLP, discusses: Audit trends; Where organizations are most vulnera…

Audit Trends 2010: Warren Stippich Jr., Grant Thornton

In terms of information security, what is the state of auditing as we end 2009 - and what are the trends foreseen for 2010? Warren Stippich Jr., Practice Leader of the Chicago Business Advisory Services Group of Grant Thornton LLP, discusses: Audit trends; Where organizations are most vulnera…

Tech-NEW-logy Institute: Michael Perez Interviews Advyzon & Mantle

Full Episode is available on our members podcast. Show Summary: Michael Perez moderates a focused conversation with Advyzon and Mantle—two innovative platforms helping family offices modernize investment reporting, client communications, and private fund operations. Michael Perez, Managing Director…

Jeremy Burroughs: How Clear Priorities and Candid Voices Drive Better Retirement Plan Decisions

A company with “nothing broken” in its 401(k) plan decides it still wants to be better—so what happens next? In this episode, you’ll hear how a benefits committee clarified its priorities, navigated the 3(21) vs 3(38) decision, and ran a disciplined advisor search that elevated both fiduciary gover…

Protecting Whistleblowers in the Private Sector: Lessons from Elsewhere

Whistleblower protection is an essential tool for stopping fraud and wrongdoing in the private sector, as well as the public. While Canadian corporations in some sectors have admirable policies and practices, there is much we can learn from law, policies, and practices elsewhere.  Join a panel of…