Our Staff
Ann Brode-Harner
Owner | CEO
Dawn Kincaid
Compliance Consultant
Michael Brode
CFO | Compliance Consultant
Molly Stull
Compliance Consultant
November 17, 2022 - Webinar: BSA Essentials for the Board & Senior Management
~ Dawn Kincaid
November 29, 2022 - Webinar: Nonresident Alien Accounts: Opening, Managing, CIP, CDD & Records
~ Dawn Kincaid
November 3, 2022 - Webinar: SAR Filing Requirements: When, How & Why
~ Dawn Kincaid