Industry Outlook 2019-2020: Financial & Professional

Levels of Optimism: High Because the environment is still healthy for mergers and acquisitions, financial and professional service firms are focused on value and staying lean—whether they are acquisition targets or the acquirers. BOK Financial completed its acquisition of CoBiz Financial, Inc. in late 2018, essentially creating a major footprint to expand financial services market[ … ]

Industry Outlook 2018: Financial & Professional

The 2018 Arizona CFO Spotlight Survey attracted respondents from a number of industries in Phoenix and Tucson. We will highlight the financial & professional services segment here in terms of growth, risk factors, strengths and trends. For the second year, financial and professional CFOs contributed to the Survey. Firms and agencies are mid-sized with regard[ … ]

Industry Outlook: Financial & Professional

The 2017 CFO Spotlight Survey attracted respondents from a number of industries in Phoenix and Tucson. We will highlight the financial & professional segment here in terms of growth, risk factors, strengths and trends. Financial and Professional CFOs is a new category in the Survey this year, so we do not have contextual data to[ … ]