Madison’s Novii CPA is an accounting firm with startup vibes

Name an industry, and chances are there are at least a few startups vying to “disrupt” it with some status-quo-busting product or business model.

But accounting?

The business of preparing financial statements and filing taxes might not sound ripe for revolution. But after working with many clients who owned small businesses, certified public accountant Victoria Thayer caught the startup bug too.

“It was so inspiring to see all these entrepreneurs that just had an idea, started a business and took the leap,” Thayer said. “So I started thinking well … maybe I should give it a try.”

She envisioned a company that would help business owners understand their finances and financial options so they can achieve their goals. While many startups proffer human-replacing technology, Thayer imagined transforming the accounting industry by getting accountants to interact more with their clients and colleagues. 

Last May, she quit her job as an auditor to do just that. She named her firm Novii CPA, a combination of “novus” (new) and “vision,” with an extra “i” inspired by tech startups.

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WPS Health Solutions® a winner of the Top Workplaces Award

FOR IMMEDIATE RELEASE

Contact:
DeAnne Boegli
Corporate Communications
608-977-7343
deanne.boegli@wpsic.com

WPS Health Solutions^® a winner of the Top Workplaces Award 

MADISON, Wis.—March 26, 2024—WPS Health Solutions has been awarded a Top Workplaces 2024 honor by The Wisconsin State Journal for a fourth year. This list is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage, LLC. The confidential survey uniquely measures the employee experience and its component themes, including employees feeling Respected and Supported, Enabled to Grow, Empowered to Execute, and more. 

“Earning a Top Workplaces award is a badge of honor for companies, especially because it comes authentically from their employees,” said Eric Rubino, Energage CEO. “That’s something to be proud of. In today’s market, leaders must ensure they’re allowing employees to have a voice and be heard. That’s paramount. Top Workplaces do this, and it pays dividends.” 

“At WPS, we are fostering a thriving culture that energizes people to do meaningful work, ignites collaboration, and builds momentum for the future,” comments WPS Chief People Officer Moira Klos. “We are proud to receive this award for the fourth year in a row! Winning is a testament to the cultural journey we are on.” 

About Energage 

Making the world a better place to work together.^™ 

Energage is a purpose-driven company that helps organizations turn employee feedback into useful business intelligence and credible employer recognition through Top Workplaces. Built on 18 years of culture research and the results from 27 million employees surveyed across more than 70,000 organizations, Energage delivers the most accurate competitive benchmark available. With access to a unique combination of patented analytic tools and expert guidance, Energage customers lead the competition with an engaged workforce and an opportunity to gain recognition for their people-first approach to culture. For more information or to nominate your organization, visit energage.com or topworkplaces.com. 

About WPS Health Solutions 

Wisconsin Physicians Service Insurance Corporation (WPS Health Solutions), founded in 1946, is a nationally regarded benefits administrator for a variety of U.S. government programs and a leading not-for-profit health insurer in Wisconsin. WPS Health Solutions serves active-duty and retired military personnel, seniors, individuals, and families in Wisconsin, across the U.S., and around the world. WPS Health Solutions, headquartered in Madison, Wisconsin, has more than 2,600 employees. For more information, please visit wpshealthsolutions.com. 

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6th Year in a Row: One Community Bank Named Top Workplace In 2024

FOR IMMEDIATE RELEASE

March 25, 2024

Contact:
Ameilia Abraham
One Community Bank
608-838-3141
aabraham@onecommunity.bank

One Community Bank is thrilled to be named a Top Workplace by the Wisconsin State Journal. The list of Top Workplaces is based solely on colleague feedback gathered through a third-party survey administered by employee engagement technology partner, Energage, LLC. The anonymous survey uniquely measures 15 culture drivers that are critical to the success of any organization including alignment, execution, and connection.

“We feel a deep sense of gratitude for the continued support and nominations from our colleagues. Receiving this award for the sixth consecutive year is a source of immense pride for us,” said Steve Peotter, President and Chief Executive Officer. “Maintaining a work environment that resonates with our colleagues is truly an honor, and we are committed to upholding this standard of excellence. One Community Bank is a modern, progressive, forward leaning bank with the mission to serve clients, support colleagues, and invest in our communities.”

“I am proud to be a part of a team that supports and invests in our colleagues. Securing this award for the past six years is a genuine honor, and our incredible colleagues have played an indispensable role in making it possible. Their unwavering support has been instrumental in our continuous success,” said Holly Heuer, Chief Talent Officer.

At One Community Bank, our unwavering commitment lies in fostering an inclusive workplace that not only provides avenues for professional development but also prioritizes a healthy work/life balance. Our valued colleagues at One Community Bank reap the rewards of numerous benefits, including a generous wellness reimbursement program, paid volunteer hours, a robust paid time off program, an outstanding 401k plan, and a flexible work environment carefully crafted to enhance overall colleague well-being.

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One Community Bank is one of the largest community banks in south central Wisconsin. The locally owned bank has 16 bank locations and $2.1 billion in assets. It provides both personal and business banking solutions, with an intense focus on serving clients, supporting colleagues, and investing in its communities. Five years in a row named one of Madison’s best places to work, One Community Bank serves the communities of Oregon, McFarland, Waunakee, Stoughton, Sun Prairie, Cottage Grove, Middleton, Adams, Oxford, Grand Marsh, Hillsboro, La Farge, Readstown, Wonewoc, and Union Center. Member FDIC.

Iconica Awarded 2024 Top Workplace for the Third Consecutive Year

March 25, 2024

Iconica is honored to announce its third consecutive recognition as a 2024 Top Workplace by the Wisconsin State Journal. The award is determined by an extensive survey conducted by employee engagement technology partner Energage LLC. The confidential employee survey uniquely measures the employee experience and its component themes, including employees feeling respected & supported, enabled to grow, and empowered to execute, to name a few.

Iconica’s CEO, Jim Pientka, expressed gratitude for the continuous recognition, stating, “Being honored as a Top Workplace for the third consecutive year is a significant achievement as it reflects how our 23 behaviors and Iconica values of customer success, employee success, mutual respect, and revolutionary thinking impact employee morale and culture.”

Iconica is a unique, full-service, integrated team that brings together architecture, engineering, and construction professionals under one roof. With a team that has grown to over 60 professionals, each member plays a pivotal role in shaping the company’s identity and contributing to its ongoing success.

Mike Walters, the President of Iconica, reiterates the design-build firm’s dedication to fostering a workplace culture where employees are excited to come to work. “The company’s ongoing commitment to providing opportunities for learning, personal growth, and meaningful contributions is important to us as it helps every team member feel valued and supported.”

As Iconica continues to evolve, we remain committed to fostering a culture that encourages growth, creativity, and collaboration. One Revolution At a Time.

iconicacreates.com

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CNN Underscored Names Savant Wealth Management a Top 10 Financial Advisor Firm

Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA) located in Madison, is pleased to announce it was named to CNN Underscored’s list of the 10 Best Financial Advisors of March 2024.

To determine the top financial advisors, CNN Underscored’s editors screened over 700 RIA firms headquartered in the U.S. with more than $1 billion total assets under management (AUM) and who had filed the latest Form ADV on or after March 31, 2023. To be considered, the firms must provide financial services, not receive commissions, and not employ registered broker-dealer representatives, insurance companies or agencies, among others. Additionally, the AUM had to meet specific criteria, and the firm had to have no disclosures against it that would preclude its inclusion on the list. Savant did not pay a fee to be included on this list, which was announced Jan. 30.

“It’s an honor to be named by CNN Underscored as one of the top 10 RIA firms in the country,” said Brent Brodeski, CEO of Savant. “Although the list contained several very large RIAs, it was nice to see an employee-owned firm like ours recognized for the comprehensive work we do for clients, including tax and estate planning, as well as financial planning, retirement planning, and investment management.”

In 2023, Savant completed 11 acquisitions – a historic number of deals for the firm. However, we believe Savant’s approach to growth differs from typical aggregators or financial buyers, in that it seeks partners who can help provide a better client experience, a deep bench of specialists, and a wide variety of services. Savant’s investors bring “patient” capital, seeking solid, long-term growth instead of a quick return on their investment.

2024 CNN Underscored 10 Best Financial Advisors of March 2024: This rating published in March 2024 by CNN Underscored is based on assets under management of at least $1 billion and latest ADV filing date of 3/31/23 or later. Savant did not pay a fee to be included in this rating.

For more information about Savant Wealth Management, visit savantwealth.com.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with approximately $25.5 billion in assets under management and assets under advisement (as of 12/31/2023). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP.

Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures at savantwealth.com.