Adam Kupperman Email & Phone Number

Chappaqua, NY, US

Boca Raton, Florida, US

Modernizing Medicine® and its affiliated companies are transforming how healthcare information is created, consumed and utilized in order to increase practice efficiency and improve patient outcomes. Our specialty-specific, data-driven and cloud-based electronic health records (EHR) and practice management (PM) systems, plus revenue cycle management (RCM).

King Of Prussia, PA, US

Regulatory DataCorp, Inc. (RDC), a Vista Equity Partners portfolio company, was acquired by Moody's Analytics/BvD in February of 2020. Member of the Executive Leadership Team responsible for building, scaling and operating three Go-to-Market functions: Strategic Partnerships and Channel, Account Management and Customer Success. RDC, the Smarter.

Toronto, ON, CA

Responsible for establishing Go-To-Market (GTM) strategies and operational plans for ONESOURCE across the entire Corporate segment within Tax & Accounting. The Go-to-Market function has the following teams reporting into it: Customer Success, Sales Operations, Sales Training, Customer Experience, Sales Development, Global Business Directors, and the.

Toronto, ON, CA

P&L responsibility and overall accountability for the ONESOURCE Firm Edition business segment that is comprised of the seven largest global accounting firms (Big 4 plus BDO, McGladrey and Grant Thornton). ONESOURCE Firm Edition is a holistic, end-to-end tax process solution that brings together global tax compliance solutions, a firm workflow solution.

Toronto, ON, CA

Managed a 25 person enterprise field sales and client service management organization that provides enterprise software and services to the top 3,000 professional tax and accounting firms in the U.S. Merged two disparate sales forces into a unified field based sales and service organization tailored to serve the midmarket and large tax and accounting.

Member of the founding management team that developed and launched GoFileRoom® to midmarket and large CPA firms. In its first two years on the market, GoFileRoom® became the leading web-native document management and workflow system and was ultimately purchased by Thomson Reuters in July of 2005. I was responsible for direct sales, indirect sales and.

Cofounded a software company that developed web-based Sales, Purchasing, Inventory, Accounting, eCommerce and Business Intelligence applications targeted at midmarket companies. Determined venture capitalization requirements, built corporate valuation model and presented investment opportunity to private angel investors and venture capital firms. Closed a.

Consultant for a management consultancy recognized for pioneering Value-Based Management, a framework that links financial, strategic and organizational disciplines with the objective of maximizing shareholder value. Led joint Marakon/client team through a complete financial characterization of a $2.3B (market cap) business unit. Designed valuation model.

Mba

Bs Economics, Finance, Management