Robert Napoli

Most leaders of mid-market financial firms struggle to manage the growing complexity of their technical ecosystem. You've moved past the point where an IT support desk or outsourcing alone is sufficient, yet technical chaos continues to erode profit margins.

I work with CEOs of financial services firms where technology is a high-stakes ecosystem. When your technical infrastructure fails to operate as an integrated whole, your EBITDA, revenues and regulatory standing are at risk.

You see the symptoms: data silos requiring manual reconciliation, headcount increasing just to manage software gaps, and an IT department stuck in reactive firefighting mode. Despite constant spending on new tools, systems feel more fragmented than ever, slowing your decision velocity and ability to respond.

The root cause of this friction is rarely your infrastructure or systems. It's the lack of strategy and direction for your technical ecosystem.

Your technology is not a list of separate tools but an interconnected system where changes in one area create friction in another. Most firms keep trying to "fix the tools" when they should be optimizing the ecosystem - driving technical debt, operational drag and margin leakage. The path back to predictability is shifting from reactive maintenance to proactive ecosystem optimization.

I step in as a Fractional CIO to set strategy and direct implementation. I don't just advise - I drive the work that reduces technical debt and aligns systems with financial objectives, turning your infrastructure into a predictable asset that protects profit and supports growth.

My engagements deliver three fiduciary outcomes:

✦ 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲: I transition firms from reactive maintenance to proactive ecosystem direction - uncoupling headcount from volume growth so infrastructure supports expansion without ballooning overhead.

✦ 𝗘𝗕𝗜𝗧𝗗𝗔 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 & 𝗦𝗽𝗲𝗻𝗱 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆:  I identify drag from fragmented, redundant or legacy systems. By consolidating your ecosystem and aligning tools with board-level goals, I recover significant annual spend and stop technical debt from eroding margins.

✦ 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲: I replace shadow IT and data silos with audit-ready, integrated environments - ensuring your data infrastructure remains an asset during regulatory scrutiny or M&A due diligence, not a liability.

If your technology is blocking growth rather than enabling it, visit Agile Tech Advisors and take our ITEO Diagnostic to identify where your margins are leaking.

Founder & CEO

I founded Agile Tech Advisors to provide businesses with the guidance and expertise they need to navigate the challenges and capitalize on the opportunities presented by technology. My extensive experience in IT leadership and consulting has shown me that companies need a strategic and proactive approach to technology management to thrive.

Agile Tech Advisors takes a value-driven approach to technology management, delivering tangible benefits and measurable outcomes that directly impact the bottom line. Our deep technical expertise and proactive approach enable us to facilitate innovation, streamline processes, and uncover growth opportunities while addressing potential cybersecurity and compliance risks.

Central to our approach is building meaningful relationships based on trust, integrity, and a deep understanding of your business. We do not believe in “technology for technology’s sake.” Your technology roadmap must align with the business and have clearly defined and agreed-upon goals. We take the time to understand your unique needs and offer customized solutions that maximize the effectiveness of your technology strategy and set the foundation for long-term success.

When you work with Agile Tech Advisors, you can expect measurable improvements in your business operations. Our results-driven approach, technical expertise, risk mitigation strategies, and commitment to building genuine relationships enable us to deliver maximum value from your technology investments.

Harry Cendrowski, CPA, ABV, CFF, CFE

Cendrowski Corporate Advisors

Enterprises, privately owned companies, and high net worth individuals rely on the deep insight and thoughtful analysis of Cendrowski Corporate Advisors’ specialists and our firm’s comprehensive tax, advisory, and outsourced accounting and finance services. Our core competencies include:
•	family office services,
•	tax and financial strategies, 
•	interim CFO services,
•	business valuation, 
•	fraud investigation, and 
•	dispute advisory. 

As the Managing Director, I serve our clients while helping to shape the future of our organization and providing mentorship to our growing team. 

🔗 Learn more at https://cca-advisors.com

Managing Director, Founding Member

I am frequently asked to speak at organizations across the globe on topics including:
•	Tax Structuring & Financial Strategies
•	Estate Planning & Asset Protection
•	Business Valuations

My speaking experience includes:
•	Professional Organizations
•	Trade Associations
•	Panel Discussions
•	Conferences
•	Symposiums

To learn more about booking me as a speaker, email me at hc@cendsel.com

Speaker / Keynote / Presenter / Panelist / Moderator

GGI | Global Alliance

GGI is a global alliance of well-established and experienced accounting, law and consulting firms that are committed to providing clients with specialist solutions for their international business requirements. To achieve this, businesses need access to professional and approachable experts in each country. GGI has 625 member firms with over 870 offices (and growing) around the world in 126 countries.
As the Global Chairperson of GGI’s Trust & Estate Planning Practice Group, I work with a global team of experts on strategic planning, practice group management, and positioning of the Trust & Estate Planning Practice Group. Together, we engage with regional leadership teams representing Asia-Pacific, Middle East-Africa, Europe, North America, and Latin America to foster an international, lively exchange of the latest news and developments. 

As a participating member, Cendrowski Corporate Advisors and other firms around the globe have access to thought leaders and contacts with similar practice specialties and interests

🔗 Learn more at https://www.ggi.com/

🔗 Become a member: https://www.ggi.com/members/how-to-become-a-ggi-member/

🔗 Upcoming events: https://www.ggi.com/events/

Member, Global Chairperson of Trust & Estate Planning Practice Group

Divitias AG

Divitias combines a broad experience in running family office services, advisory firms and international networks by best using institutionalized and regulated alliances over the past three decades. Today, the Divitias Family Office Network offers vetted contacts in 130 countries across the globe and relies on 30,000 professionals

I proudly serve as a Member on the International Advisory Board.

🔗 Learn more at https://divitias.org/

Member, International Advisory Board

Bank of Birmingham

Bank of Birmingham was founded in 2006 as a full-service community bank that offered a variety of financial products and services. It provided banking services that would meet the needs of individuals and businesses. The Bank of Birmingham merged with Bank of Ann Arbor in 2016.

Member, Board of Directors, Designated Financial Expert & Chair of Audit Committee

I lead a team that serves family offices, enterprises, privately-owned companies, and high net worth individuals with highly specialized finance, tax, and business strategies. We are proudly known as a CPA firm with a different perspective that helps our clients gain a competitive advantage. I’m glad you’ve found me here on LinkedIn and I welcome the opportunity to help you. Learn more: https://cca-advisors.com/

𝐂𝐞𝐧𝐝𝐫𝐨𝐰𝐬𝐤𝐢 𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬 (𝐂𝐂𝐀)
We are proudly known as a boutique CPA firm that serves clients in several categories. 
 
1. Family Offices seeking tax and financial strategies on wealth creation / preservation & succession planning
2. High Net Worth Individuals seeking confidentiality and experienced business advisors
3. Business Valuation for enterprises, both domestic and international, public & private
4. High-end, sophisticated tax planning. We’re known for our innovative approaches including the UPREIT structure
5. Private Equity, Risk Management & Fraud Deterrence. In addition to helping our clients with complex strategies, we’ve authored 4 books on these subjects.
 
𝐂𝐎𝐌𝐌𝐔𝐍𝐈𝐓𝐘 𝐋𝐄𝐀𝐃𝐄𝐑𝐒𝐇𝐈𝐏
I use my knowledge for the greater good. Whether serving on a board or sharing expertise on stage, I go all in. I’m honored to have served on a variety of boards and within community organizations.
 
In addition, I enjoy being a mentor for my team and for the next generation of business leaders. 

𝐌𝐘 𝐀𝐏𝐏𝐑𝐎𝐀𝐂𝐇
It's rewarding to help businesses at a strategic level through customized solutions. Just like changing the direction of a ship, turnaround takes time, and it involves careful planning and an experienced approach.
 
As a Founding Member of our practice, I’ve always been passionate about our team, our clients, and our impact on those we serve and those we lead. I’m also proud of several industry innovations and achievements, including:
 
• Implementing the UPREIT structure that transformed the real estate industry in the early 1990s, which led to the proliferation of publicly traded REITs.
• Being known by our clients as the “go to” person for complex issues
• 40+ years in business with CCA 
• Multiple books published by Wiley
 
𝐏𝐔𝐁𝐋𝐈𝐒𝐇𝐄𝐃 𝐈𝐍𝐃𝐔𝐒𝐓𝐑𝐘 𝐄𝐗𝐏𝐄𝐑𝐓𝐈𝐒𝐄
I am proud to have written & co-authored several books, including:
• Private Equity: History, Governance, and Operations
• Enterprise Risk Management and COSO
• The Handbook of Fraud Deterrence
• Cloud Computing and Electronic Discovery
• The Computer Fraud Casebook: The Bytes that Bite (chapter contribution)

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Robert Napoli

Harry Cendrowski, CPA, ABV, CFF, CFE

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