July Events
July 14 – 16 – Chicago – We will be attending the 2025 FOX Family Office & Wealth Advisor Forum at the Swissotel. Please reach out so that we can connect!
Deviate News
Time flies when you’re having fun! We are celebrating Deviate’s 10-year anniversary, and throughout summer, we’re spotlighting some of our amazing team members that have been part of the journey.
Sarah Soukup has been a part of Deviate Consulting for eight years, where she oversees the implementation of accounting software solutions in the family office sector. She takes pleasure in assisting clients as they navigate complex transitions within their organizations and finds fulfillment in witnessing their success.
Rosalena Zelek is a member of our client services team assisting with Sage Intacct implementations. Additionally, she assists clients with QuickBooks software conversion and financial statements customization. Her level of expertise also lends greatly to her role internally, serving as Deviate’s Chief Financial Officer.
Nina Wakefield is a CPA, specializing in financial systems with a passion for finding process efficiencies. Her newest obsession is PowerBI and how that can help an accounting team with data visualization and financial review, ensuring a smooth close process.
Saloni Shah has been with Deviate since 2023. In addition to holding an MBA in Finance, she is also a Chartered Accountant. She describes herself as a confident, organized, results-driven professional, with years of diverse experience in Financial Accounting and Taxation.
The Deviate Consulting Vendor Demos page now has 67 vendors and counting! Access to the site is exclusive to family offices who are embarking on a new technology search. There is no cost for vendors or family offices to participate.
Featured Demo Partner – Trusted Family
Trusted Family is the world’s leading digital platform for family businesses and family offices, designed to secure sensitive information, streamline communication, and facilitate decision-making. Beyond technology, they empower 200+ families with data-driven insights, expert knowledge, and access to an exclusive community of international, like-minded peers – connecting virtually and in person.
Deviate Events – 2025
Check out our 2025 Events Page! We are continually adding events as they are announced. If you are interested in participating in an event with Deviate, please reach out to anne@deviateconsult.com.