Anthony Pugliese Email & Phone Number

Lake Mary, Florida, Us

Sacramento, California, Us

Durham, Nc, Us

Drove revenue and increased customer base for world’s largest accounting professional organization with portfolio of $310M and 650K+ customers across 23 countries and regions. Led internal audit function. Increased commercial revenues using B2B and B2B2C strategies. Presented profit outcomes and growth strategies to board 6 times a year and to hundreds of members 4 times a year. Deployed technology to support corporate operations including integration of IT into commercial product suites. Led international interdisciplinary teams of 500 professionals in customer service, finance, IT, internal audit and more.KEY RESULTS & PROJECTS✔ Developed and deployed strategy to triple income from $75M to $250M in 5 years. Competed head to head with for-profit businesses for dwindling number of customers to increase commercial revenue outside the U.S. and in new markets across Europe, Asia and Africa. ✔ Created global strategy that propelled customer base from 650K to 1M within 7 years.✔ Led M&A and successful combination of disparate global teams across 23 countries to create unified group achieving higher customer satisfaction and growth in commercial product lines. Merged IT, finance, customer acquisition, and more. Project resulted in seamless delivery of customer services.✔ Drove 10% increase in profitability from business events by implementing formal financial analysis.✔ Reengineered product portfolio to embrace AI, virtual reality, and new LMS technologies.VOTE OF CONFIDENCE“As the Chairman of the Board of the AICPA, I was fortunate to have Anthony on the executive team, where he helped shape our organization into a global leader in our profession. His ability to move between strategy and execution is both seamless and uncommon. An organization would be hard pressed to do better than Anthony Pugliese, and I highly recommend him for his character, competence and class.” ~ Ernie Almonte, Past Board Chair AICPA, 2008-2009

Durham, Nc, Us

Managed all aspects of $250M in revenues, 420K customer base, internal audit, finance and accounting, information technology, internal audit, commercial revenue growth, CPA specialty areas and facilities management across five U.S. locations. Led customer base comprised of all aspects of public and management accounting. Drove commercial revenue from products across multiple topics.KEY RESULTS & PROJECTS✔ Faced with saving employee costs in New York/New Jersey metro area, gained approval to lead a $45M, 450-person relocation of headquarters to Durham, N.C., marking organization’s largest project in 125 years. Move allowed expanded services to 400K customers. Savings exceeded projected $11M/year. ✔ Transformed outdated model for revenue production in niche markets around the world. Created buy-in for products and retooled marketing, design, topics developed and type of products sold. Raised $10M in revenue in 5 years with funds still increasing.✔ Reversed declining customer problem with in-depth study and change in marketing, growing base 21% from 2007 to 2017. Revenue grew from $84M to $127M.✔ Saved $4M per year by closing pension plan that grew into financial burden; launched enhanced 401(K) in its place. ✔ Proactively averted rising tension with regulators after receiving criticism on audit findings. Led high risk meetings with national regulators to brainstorm answers and developed new credential that designated experts in valuing these assets. Rolled out new credential with CPA firms on time and on budget. Solution solidified relationship with SEC, increased revenue by $1M. VOTE OF CONFIDENCE“Anthony approached his role … always with a sense of innovation that would promote growth and member satisfaction. He also had numerous roles representing the organization and his team in international capacities, including business expansion. … I hold him and his work in the highest esteem.” ~ Greg Anton, Past Board Chair AICPA

Durham, Nc, Us

Identified new marketplace opportunities and developed and deployed new professional services; grew market led CPA specialty practice areas and related technical committees. Managed IT team, including software development and engineering, web production, telecommunications, help desk.KEY RESULTS & PROJECTS✔ Grew $6M in annual revenues by leading market strategy, design and deployment for five CPA credentials. ✔ Cofounded the International Innovation Network, a global collaboration among 17 accountancy institutes to expand new service lines and commercial revenue in Europe, Asia and South America. The sharing and selling of intellectual property resulted in millions of dollars of incremental revenue and cost savings.✔ Managed design and installation of new Oracle platform, replacing all legacy systems. Directed 130-person implementation team, software integrator and $20M budget. Project prepared the organization to achieve greater customer and commercial revenue growth than it was previously positioned to accomplish.VOTE OF CONFIDENCE"I’ve known Anthony for more than 15 years, and from day one have been impressed with his integrity, business savvy, professionalism, communication skills, and leadership. Anthony … would be very valuable as a C-Suite team member." ~ Tommye E. Barie, Past Board Chair AICPA

Durham, Nc, Us

Helped strategize lobbying to position CPA as provider of independent verification services in privacy and systems security in U.S., Europe; helped negotiate and fulfill contractual relationships with strategic partners.

Worldwide, Oo

Responsible for managing accounting, auditing, and IT services for financial services clients (banking, mortgage banking, credit union, mutual funds) including recruiting new clients. Uniquely chosen to participate in Firm’s prestigious National Office Management Development Program for two years. Responded to non-standard accounting and auditing issues including coordination with Deloitte's Risk Management and SEC Services groups. Played a lead role in the firm's overall audit approach rewrite and audit software implementation.