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Jennifer Katrulya

Partner at Citrin Cooperman

Professional Background

Jennifer Katrulya is a distinguished figure in the accounting and advisory sector, known for her extensive experience and leadership in providing strategic insights to a variety of clients, including private equity firms, family offices, and other high-growth businesses. With over 25 years dedicated to the industry, Jennifer has built a reputation for her exemplary skills in connecting private and institutional investors with lucrative deals while navigating complex operational challenges. Currently, she serves as a partner at Citrin Cooperman, a renowned national advisory and CPA firm recognized in the Top 25 firms nationwide. In her pivotal role, Jennifer focuses on developing strategic and channel relationships, making significant contributions to the firm’s thriving Business Process Outsourcing division.

Throughout her career, Jennifer has developed robust partnerships with leading private equity and venture capital firms, healthcare organizations, technology firms, and real estate investment firms, both domestically and internationally. Her commitment to excellence is underscored by her involvement in vetting and conducting due diligence for potential acquisitions, assisting accounting departments in adopting advanced technologies, and addressing strategic queries that impact organizational growth.

Jennifer’s expertise further extends to her previous leadership roles, where she has honed her skills in entrepreneurial services and accounting operations. She once held the position of Practice Leader at a top Midwest CPA firm, showcasing her ability to lead and innovate in dynamic environments. Additionally, she co-founded Block Small Business, a subsidiary of H&R Block, and even founded her own successful CPA firm. Her journey highlights a blend of entrepreneurial spirit and a deep understanding of financial operations, making her a highly sought-after consultant and advisor.

Education and Achievements

Jennifer Katrulya began her academic journey at FD Roosevelt High School before pursuing a Bachelor of Science in Accounting at the prestigious State University of New York at Oswego. This foundational education provided her with the expertise necessary to excel in the competitive world of accounting and finance.

Over the years, Jennifer has earned numerous accolades recognizing her contributions to the field. She has been named one of the “Top 100 Most Influential People” by Accounting Today and recognized among the “Top 25 Most Powerful Women in Accounting” by CPA Practice Advisor. Such honors underscore her impact on the industry and her commitment to advancing the profession through leadership and innovation.

Achievements

  1. Leadership at Citrin Cooperman: As a Partner, Jennifer leads initiatives that drive growth and foster relationships with high-profile clients across varying sectors.
  2. Pioneering Entrepreneurial Ventures: Jennifer’s role as co-founder of Block Small Business and founder of BMRG Group Advisory Program showcases her entrepreneurial spirit and dedication to helping businesses thrive.
  3. Influential Recognitions: Named in both the “Top 100 Most Influential People” and the “Top 25 Most Powerful Women in Accounting,” Jennifer's influence is palpable across industry platforms.
  4. Board Memberships: Jennifer has actively contributed her expertise as a Board Member for organizations such as Digital Tech US Corp and the KC Golf Classic Foundation, showcasing her commitment to community and professional development.
  5. Consultancy and Advisory Services: Throughout her career, Jennifer has provided best practices consulting for CPA firms and advisory to technology consultants and law firms, solidifying her status as a trusted expert in her field.

Highlights

Apr 5 · linkedin

It would be an understatement to say this morning did not go quite as expected! I'm so grateful to Michael Z. and Jason Ho for joining me this morning, as we recorded a special segment for the Family Office Association FOA Live! webcast. It will air next Monday, April 8, at 2pm EST. You can view the show "live" by visiting the Family Office Association LinkedIn page at 2:00pm EST on Monday. Or, watch the recorded version, which will post shortly after the show ends.

Just a bit into our conversation, Michael (who was in NYC) and I (in Connecticut today), started rocking to the unexpected 4.8 earthquake that hit the region. As you will see when the show airs, it definitely stirred things up for a few minutes!

Earthquake info: https://lnkd.in/e-5C4rtM

What Jason and Michael are co-hosting in Macao, and what we are excited to help build on through FOA events and other efforts in the U.S. and in other regions, is truly special. I am honored they took the time to spend the time with me today. Thank you, gentlemen!

A bit about Michael and Jason (though I realize many of you know them well!):

Michael Zhu, Chair of Board of Directors at the Asian Family Legacy Foundation, and Jason Ho, Co-founder of BEYOND Expo, have come together to Co-Host the Beyond Wealth Summit, under the theme “Navigating the Complexities of Modern Wealth". The event will be held May 22-25, at The Venetian Macao Convention and Exhibition Centre, Macao, and will explore global investment trends, family legacy preservation, philanthropy, and purpose-driven wealth etc.

Jason Ho is a passionate innovator, a dynamic entrepreneur and the visionary Co-founder of BEYOND Expo, dedicated to spearheading innovation and technological progress across Asia. Additionally, he holds the position of President at the Macao Technology General Association, and serves as Vice President of the Guangdong-Hong Kong-Macao Cooperation Promotion Association. Jason's journey is imbued with a profound passion for nurturing tech collaboration throughout the region.

Jason's relentless enthusiasm shines through numerous significant milestones and achievements, most notably his orchestration of three exceptionally successful editions of BEYOND Expo. This annual event spotlights cutting-edge technology, highlighting its influence on present and future industries within society. The BEYOND Expo specifically emphasizes the impact of technological innovation across various sectors in Asia. Jason graduated from University of Southern California in 2016 with a Bachelor degree in Business and a Master degree in Construction Management.

Related Questions

How did Jennifer Katrulya develop her expertise in strategic relationships within the private equity sector?
What inspired Jennifer Katrulya to co-found Block Small Business and how did that experience shape her career?
In what ways has Jennifer Katrulya contributed to the advancement of technology in accounting departments?
What leadership strategies has Jennifer Katrulya employed in her role as Partner at Citrin Cooperman?
How has Jennifer Katrulya's education at the State University of New York at Oswego influenced her career trajectory?
Jennifer Katrulya
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Location

Kansas City, Missouri, United States