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Level Up Podcast

Mar 29, 2021

Todd White is the Chief Operating Officer and Chief Financial Officer at AchieveNEXT. He is a high-impact senior financial executive, strategist, and business developer with over 20 years of experience in private equity and venture capital transactions. In his role at AchieveNEXT, Todd has led merger and...


Mar 22, 2021

Bryan Lapidus is the Director of the FP&A (Financial Planning and Analysis) Practice at the Association for Financial Professionals (AFP). AFP is a professional society committed to advancing the success of treasury and finance members and their organizations. In addition to his FP&A expertise, Bryan is also skilled in...


Mar 15, 2021

Alan J. Kaplan is the Founder and CEO of Kaplan Partners, an executive search and board advisory firm. Alan launched Kaplan Partners in 1994 after beginning his corporate banking career with First Pennsylvania Bank and Meritor/PSFS. Since then, he has built Kaplan Partners into a nationally recognized boutique firm that...


Mar 1, 2021

Nikki DiCaro is the Chief Financial Officer and Chief Data Officer for the Jewish Federation of Greater Philadelphia, an organization that mobilizes financial and volunteer resources to address the Jewish community’s most critical priorities. In this role, Nikki is responsible for the organization’s...