• Guiding Businesses into the Digital Future: centrexIT

    eric-rockwellPhoto of Regents Bank President Sean PuckettThe show welcomed back sponsor Sean Puckett of Regents Bank. Mr. Puckett introduced us to Regents Bank client, Eric Rockwell, President and CIO of centrexIT. Since the company’s founding in 2002, centrexIT has become a leader in San Diego technology management and IT consulting. In 2010, the San Diego Business Journal named centrexIT as one of the top-100 fastest growing companies in San Diego. They have created the brands buildIT, manageIT, cloudIT, and growIT which are best-in-class technology solutions that are stable, scalable and secure.

    Mr. Rockwell is a graduate of the University of California San Diego where he received his undergraduate degree in Computer Science. He has extensive experience in transitioning medical practices to electronic health records with zero percent data loss.

    LISTEN TO PODCAST

    Listen to a podcast of Sean Puckett and Eric Rockwell’s interview

    Read more
  • Billie Jean King Visits for USTA Girls’ Nationals Tournament

    Best Kept Tennis Secret in San Diego Billie Jean King has attended the USTA Girls’ 16-18 Nationals Tournament in San Diego for the last 17 years. The tennis competition is held at the George E. Barnes Family Jr. Tennis Center in Point Loma every August. Billie Jean King has had a pivotal role in bringing equality ...
    Read more
  • Carl Sheeler Talks about Company Valuations

    Listen to Podcast of the Show Sponsor and Business Valuation expert, Carl Sheeler, is back to share some tips on maintaining company wealth! In this podcast, he discusses long-term value investing, the trade-off between liquidity and control, and how to look beyond taxes and regulations. Carl shares his knowledge on family businesses and the importance of ...
    Read more
  • CPA Horizons 2025 Report

    In this video, Richard discusses his controversial remarks about the CPA Horizons 2025 report that concluded that “the services that CPAs provide have become so varied and diverse that the concept of core services is no longer representative of the profession.” This conclusion was reached based on interviews with approximately 5,600 CPAs. Richard’s original blog post ...
    Read more
  • CPA Richard Muscio Speaks to San Diego Trust Lawyers for CEU Credits

    Richard is frequently a featured speaker at networking events and continuing education credit (CEU) events. This speech was given in June 2012. Contact Richard if you’d like him to speak at your next event. Business Succession Planning: “Can I Really Fire My Mother?”
    Read more