Steven P. Siegel
Vice President of CPA Channel Development
Financial services veteran Steven P. Siegel is vice president of CPA channel development for FiNetrics, Inc. (www.finetrics.com) , a new Internet company developing an online Financial EcoCenter for emerging and high-growth businesses. In this position, Siegel serves as liaison to the Certified Public Accountants community, exploring and initiating alliances with accounting firms and educating members of the accounting profession about FiNetrics’ application hosting business model. Siegel also serves as FiNetrics’ spokesman to the accounting and financial services industries, speaking at trade and association events and with financial trade journalists.
A certified public account and attorney licensed to practice in both Illinois and Florida, Siegel brings to FiNetrics 25 years of experience in financial services, tax and accounting, and business consulting. Prior to joining FiNetrics, Siegel was managing partner of Lipschultz, Levin & Gray, an accounting and financial consulting firm based in suburban Chicago. In that position, Siegel led the firm’s transformation to a new paradigm for running an accounting and consulting practice that replaced the traditional pyramid hierarchy with a team structure. The firm’s achievements were profiled in major business publications, including The Wall Street Journal, Inc. Magazine and Crain’s Small Business, and recognized by Accounting Today, the industry’s leading trade publication, with a “Gold Medal” for Client Service. Under his leadership, the firm’s profits tripled in seven years. Siegel also headed the firm’s Sharp Circle Consulting subsidiary, which provided specialized consulting services, including financial planning, business development and international executive recruitment.
Siegel also has taken a variety of financial industry leadership roles. For more than two years, he served as president of the Affiliated Conference of Practicing Accountants International, an affiliation of more than 75 accounting and financial services firms from 35 countries. He helped establish strategic alliances among the firms and also participated in the successful negotiations with the Governor of the Shaanxi Province, China, to provide training services to Shaanxi Province Certified Public Accountants, the first such agreement reached between a Chinese provincial government and a non-Big 5 accounting firm. Siegel was one of only 35 CPAs nationally to be recognized as a visionary “Pathfinder” by the American Institute of Certified Public Accountants.
In addition to his extensive industry participation, Siegel has served as president of the Northbrook, Ill., Chamber of Commerce and as a director of the National Kidney Fund.
Siegel received his law degree and a bachelor’s degree in accounting from the University of Illinois. He also is a registered securities agent and has a Life Insurance Producers License.