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Nancy Catarisano

Managing Partner, Insero & Co. CPAs, LLP

Years in current role: 10

What do you enjoy most about your role?

My role allows me to make a difference in the lives of our clients, our team members, and the community. We have been listed as a Best Accounting Firm to Work for by Accounting Today for 10 years in a row. I have great pride that the 10 years I have been managing partner, our team members have rated us to be a great place to work. My passion is to help someone achieve their dreams and aspirations, and in my role, I am in the position to do that every day.

What has been the biggest challenge you’ve dealt with over the past year?

Dealing with the unknowns and constantly changing world since the pandemic started has been difficult, but also brings many opportunities. We have always had a focus on work/life balance, so allowing flexible work arrangements from home was an easy transition. I was also fortunate we had an active Innovation Committee, which helped make our transitions easier when we moved everyone to work from home in 24 hours. However, the focus on technological enhancements post-COVID has been intense and more of a necessity. I feel this challenge has helped many companies advance much more than they would have and the need for continued use of technology gets larger every day. The shortage in the workforce is driving the need to use technology whenever possible to reduce the hours required by our team.

What is the No. 1 tip you would give to people or companies about planning their finances amid uncertain times?

Increasing your liquidity by maintaining more cash reserves or availability of cash resources will help position you to be ready for an unforeseen event or allow you to take advantage of an opportunity like an acquisition or investment in other businesses or technology. The pandemic has taught us that something unexpected that you have no control over can happen. How you react to those events and how quickly you can respond can really make a difference. Post-pandemic I would encourage everyone to learn from it and position their business or personal finances to improve their liquidity.

What community organizations do you support as a volunteer and why?

I am currently the Board Chair for Al Sigl Community of Agencies. I have a brother with Cerebral Palsy and have always been passionate to help people with unique abilities. My brother Bill has brought so much joy to our family and my parents were trailblazers in the early 1960s to include people with special needs in the school system. Al Sigl represents a collaboration of many organizations coming together to serve our community. Through collaboration we can accomplish so much more than on our own. I have always believed I receive so much more than I ever give when volunteering my time. Giving back to the community is so important to me personally and part of our firm’s mission. Through our Outreach Committee, it is part of our culture for our team members to participate in these events.

This profile is part of Rochester Business Journal's Power 30 Banking & Finance list for 2021. Information used in this profile was sourced from the honoree. View the full list at


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