On April 24, 2025, finance professionals from across South Florida gathered at American Social in Boca Raton for the highly anticipated Wall Street South networking event. Sponsored by Integrated Solutions, this event provided a vibrant platform for industry experts to connect, share insights, and explore new business opportunities.

The evening kicked off with a warm welcome from the hosts, AGP Prime and Integrated Solutions. Attendees enjoyed a relaxed atmosphere, perfect for forging new connections and reacquainting with old colleagues. The venue buzzed with conversations about market trends, investment strategies, and the future of finance in South Florida.

Integrated Solutions, known for t...

The financial world is constantly evolving, shaped by regulations, innovations, and the dynamic interplay between market forces. Amidst this landscape, the annual New York State Society of Certified Public Accountants (NYSSCPA) Stock Brokerage Conference serves as a crucial platform for industry leaders to converge, share insights, and chart the course forward. Among the distinguished speakers at this year's event was Rafael Beck, Senior Managing Director at Integrated Solutions, whose expertise as a FINOP (Financial and Operations Principal) provided invaluable perspectives on regulatory compliance and best practices.

On May 21, 2024, Rafael Beck took the stage alongside other esteemed prof...

Rafael Beck, a Senior Managing Director of Integrated Solutions and member of the Stock Brokerage Committee of the New York State Society of CPAs (NYSSCPAs), will be speaking at an upcoming Auditor-FINOP panel hosted by the NYSSCPAs at their Broker-Dealer Conference to be held on May 4, 2022.

The panel discussions will include lessons from the most recent audit filing season. Topics to be covered are the 60 vs. 90 day filing deadline extension, staffing and scheduling challenges, accounting, reporting and regulatory changes, Footnote 74 and Exemption Reports, Pass Through Entity Tax treatment, inspections and other relevant issues. Additionally, the session will include a retrospective review...

Michael Stupay, Senior Managing Director of Integrated Solutions will be a keynote speaker at the New York State Society of CPAs’ “Stock Brokerage Committee CPE Session” which will be held on December 2, 2021. The afternoon Tech Session webinar will specifically address, “Broker-Dealer-Hot Topics and Practical Considerations.”

Mr. Stupay brings decades of experience to the forum. He has been a Senior Managing Director of Integrated Solutions since 1994, which services a myriad of regulated Broker-Dealers and Registered Investment Advisors. He is also involved in Integrated Investment Solutions LLC, the Fund Administration arm of Integrated Solutions. He has been ...

Michael Stupay, a Senior Managing Director of Integrated Solutions and a long-standing member of the Stock Brokerage Committee of the New York State Society of CPAs (NYSSCPAs), will be speaking at an upcoming Auditor-FINOP panel hosted by the NYSSCPAs at their Broker-Dealer Conference to be held on May 5, 2021.

The panel discussions will include lessons from the most recent audit filing season. Topics to be covered are the 60 vs. 90 day filing deadline extension, accounting, reporting and regulatory changes, CECL implementation and effect, Footnote 74 and Exemption Reports, PPP Loans impact on net capital, FINOP on-site visits guidance, inspections and other relevant issues. Additionally, the...

Mr. Stupay will be speaking on “Advanced Net Capital Issues” at the teleconference, where he will bring his expertise in Broker-Dealer related accounting and FINOP related issues to the forum. Mr. Stupay is currently a Senior Managing Director at Integrated Solutions and is registered as a Financial and Operations Principal with several Broker-Dealers. Additionally, he acts in a consultant capacity on Broker-Dealer compliance related issues, which allows him to offer advice and guidance from varying perspectives within the regulatory environment. He will be joined by an equally distinguished list of fellow panelists who will cover other issues including PCAOB Updates and Common A...

Michael Stupay, Senior Managing Director of Integrated Solutions is participating as a Roundtable Panelist at Citrin Cooperman’s upcoming “Virtual Roundtable” on November 12, 2020.

Bringing his extensive industry experience and insight to the panel, Mr. Stupay will participate in FINOP related discussions on a myriad of topics. He will offer his advice and guidance from an accounting and compliance perspective on subjects relevant to the impact of COVID-19 on the industry and the challenge it brings to a Broker-Dealer’s internal controls. Related topics such as SEC and FINRA guidance on membership agreements, as well as PPP loan forgiveness treatment will also be addre...