Sam Agresti, CPA

Business & Financial Advisor offering Innovative Business Solutions. Accountant & Director at Brady Ware - using math to change the game.

[Sam Agresti, CPA @SamAgresti]

Great Dealmakers Conference yesterday in Columbus. I really enjoyed our panel discussion yesterday on a buyer's strategies in dealing with valuation gaps in transactions #dealmakers #transactions

[Sam Agresti, CPA @SamAgresti]

I am really excited to participate in Smart Business Dealmakers conference in Columbus next week as a part of panel discussion on how different buyers deal with valuation gaps as part of a transaction #Dealmakers #Smartbusiness #transactions #valuations

[Sam Agresti, CPA @SamAgresti]

Congrats Mindo !!! Great organization to be part of !!! https://t.co/jFTyUwlnOx

[Sam Agresti, CPA @SamAgresti]

Data security is paramount in this digital world and must be a top focus

Data privacy is CFOs’ top focus, while AI is 6th but gaining, research finds https://t.co/h06Jp3V0T9 via @CFO

[Sam Agresti, CPA @SamAgresti]

This article lays out some good ways to develop some critical thinking skills which sometimes can get lost in this age technology

5 Unique Ways to Develop Critical-Thinking Skills https://t.co/Ij3p1dlioe

[Sam Agresti, CPA @SamAgresti]

This article is right on point when it comes to getting value out of M&A. A lot of factors come into play but execution of a solid integration plan is a must

https://t.co/DUFbxXzFD6

[Sam Agresti, CPA @SamAgresti]

This article makes a great point how we have an opportunity to use AI to close the skills gap between recent graduates and experienced financial professionals.

How to close the AI skills gap in finance teams: Dear CFO https://t.co/SS9FtrHKar via @CFO

[Sam Agresti, CPA @SamAgresti]

This is important metric to streamline but it is important not to raise risk either in the process

How to cut credit approval time without raising risk: Metric of the Month https://t.co/bDnwPXG8I7 via @CFO

[Sam Agresti, CPA @SamAgresti]

Good article laying out questions we should be asking ourselves as we are evaluating and implementing AI

5 questions every CFO should ask before an AI bet https://t.co/fBN1hREEJZ via @CFODive

[Sam Agresti, CPA @SamAgresti]

This is a really good article regarding some questions you should consider when accessing modernization projects #ROI #FINANCE

Why modernization projects pass the payback test and still lose value https://t.co/LYjas6XSAf via @CFO

[Sam Agresti, CPA @SamAgresti]

This article is on point - AI outputs need to be verified and reviewed #AI #AIFinance

Finance teams spend 13 hours a week verifying AI outputs: Trial Balance https://t.co/i9YIk2zP10 via @CFO

[Sam Agresti, CPA @SamAgresti]

I definitely land on the side of the person it helps develop abd the techniques are just the tools as you said. Many of the techniques and principles can be apllied in a non physical situations in life. I appreciate the comprehensiveness of Aikido https://t.co/aYenZsZ51E

[Sam Agresti, CPA @SamAgresti]

A good article highlighting of what sets the best leaders apart

https://t.co/H2VxMrMajH

[Sam Agresti, CPA @SamAgresti]

This article highlights what financial leaders in organizations must be able to do in today's complex business environment

3 capabilities that define the new FP&A leader https://t.co/JiWZYF8IH7 via @CFO

[Sam Agresti, CPA @SamAgresti]

Great hearing Coach Day speak to us yesterday about “Fighting Through It” Thank you Roy Hall for another great leadership conference #leadership #Driven #buckeyes

[Sam Agresti, CPA @SamAgresti]

Good article why you need a strategy around AI and understanding of the cost-benefit before making an investment

Board CFO sees rising ‘healthy skepticism’ of AI https://t.co/rfp2m9Xigi via @CFODive

[Sam Agresti, CPA @SamAgresti]

Great article regarding real time data and the utilization of it #finance #CFO #Data

CFOs crave real-time data. Few are there yet. https://t.co/VsuKvxoMM5 via @CFODive

[Sam Agresti, CPA @SamAgresti]

Thank you Forbes !!! Very honored to be on the list and congratulations to my colleagues who made it as well #Forbes #OhioCPA #CPA https://t.co/ABnLyAuzNW

[Sam Agresti, CPA @SamAgresti]

This article is a good reminder of the importance that cybersecurity plays in our organizations

What cybersecurity signals about your business https://t.co/DDgZoljZHm via @CFO

[Sam Agresti, CPA @SamAgresti]

Great article highlighting how to tackle and overcome execution challenges.

In the volatile swirl of 2026, so many companies are having a tough time accomplishing the most critical things they need to do. To work on that, start here. https://t.co/UqOkLHyQkM