I would like to extend my sincere thanks to my friend Eszter K. for the invitation to participate in a live webcast on April 23rd featuring Dr. Sanjay Gupta. The discussion offered timely perspective during an uncertain moment, bringing clarity and reassurance to a broad audience seeking insight into what lies ahead.
During the webcast, Dr. Gupta addressed critical questions surrounding the post-pandemic world, exploring what everyday life may look like as communities and businesses begin to plan for the future. He thoughtfully responded to a wide range of participant questions, sharing his medical expertise, practical guidance, and informed outlook on the challenges and opportunities ahead.
Dr. Gupta, thank you once again for taking time out of your demanding schedule to shed light on the evolving pandemic, for your thoughtful analysis, and for your patience in addressing so many important questions. Your insight and leadership provided meaningful value to everyone in attendance.
Leadership Appointment at Springboard Enterprises
Mr. Kimia was voted by the Board of Directors to serve as Treasurer of Springboard Enterprises, reflecting the organization’s confidence in his financial expertise, leadership, and commitment to sound governance. In this role, he supports Springboard’s mission by helping oversee financial strategy, stewardship, and accountability, while contributing to the organization’s continued growth and impact. His appointment underscores a dedication to advancing responsible financial leadership in support of entrepreneurship and innovation.
Celebrating Entrepreneurial Women
Pardis Kimia of Synergy Financial Services was honored to attend the Springboard Enterprises 11th Annual Winners’ Circle, held in the heart of New York City. This prestigious event celebrates the remarkable achievements of entrepreneurial women and recognizes the vibrant community of investors, mentors, and advocates who champion their success.
The Winners’ Circle is more than an awards dinner — it is a powerful gathering of visionaries, innovators, and industry leaders united by a shared belief that entrepreneurial women drive meaningful economic impact. Each honoree represents the determination, creativity, and resilience that define the spirit of Springboard Enterprises and its mission to support high-growth companies led by women.
Synergy Financial Services is proud to be part of this extraordinary community, and Mr. Kimia’s attendance reflects the firm’s deep commitment to fostering innovation, celebrating achievement, and supporting the entrepreneurs who are shaping the future of business.
Leadership Appointment at the APCPA
The Board of Trustees voted Mr. Kimia of Synergy Financial Services to serve as President of the Association of Practicing Certified Public Accountants (APCPA). This appointment reflects his demonstrated leadership, professional expertise, and long-standing commitment to client-focused service. Known for his collaborative approach and dedication to advancing the accounting profession, Mr. Kimia brings a strong vision centered on integrity, advocacy, and supporting practitioners in delivering high-quality guidance to their clients. His leadership is expected to further strengthen the Association’s mission and the value it provides to its members and the broader business community.
WSJ Middle Market Network
Mr. Kimia participated in the Middle Market Network hosted by The Wall Street Journal, an event focused on the evolving landscape of mid-sized businesses. The agenda addressed a range of critical opportunities and challenges facing middle-market companies, including tax reform, cybersecurity, succession planning, and strategies for recruiting and retaining top talent. The event featured insights from several industry leaders and speakers, fostering thoughtful discussion and practical perspectives on navigating growth and long-term sustainability in an increasingly complex business environment.
Tech Innovation Hub East Coast Forum
Participation in the Tech Innovation Hub East Coast Forum included Mr. Kimia engaging alongside investors, corporate partners, entrepreneurs, and industry experts at this invite-only event focused on innovation and growth. The forum featured final 10-minute pitch presentations from Tech Innovation Hub entrepreneurs, highlighting emerging technologies, scalable business models, and new market opportunities. Discussions emphasized entrepreneurship, investment readiness, and the critical role that strategic financial guidance and advisory support play in helping early-stage companies navigate growth and achieve long-term success.
Springboard Enterprises 9th Annual Winners’ Circle
Synergy Financial Services participated in Springboard Enterprises’ 9th Annual Winners’ Circle in New York City, with Pardis Kimia in attendance alongside leaders from across the entrepreneurial and investment communities. The event serves as a celebration of entrepreneurial women and the broader network of innovators, investors, and advocates who support their success. The evening highlighted leadership, collaboration, and the continued importance of fostering inclusive entrepreneurship and sustainable growth..
The Dolphin Tank Panelist
Mr. Kimia of Synergy Financial Services had the privilege of participating in not one, but two Dolphin Tank events in 2015 — a testament to the trust and recognition earned within the entrepreneurial community.
June 3, 2015
Mr. Kimia was selected as a featured panelist at The Dolphin Tank, a dynamic and engaging spin-off of the popular television show Shark Tank. The event brought together a group of emerging entrepreneurs, each delivering a compelling ten-minute pitch followed by candid, constructive feedback from an experienced board of panelists. Being chosen as a panelist reflects Kimia’s deep expertise in financial strategy and business advisory — qualities that make her an invaluable voice for entrepreneurs navigating the early stages of growth.
July 24, 2015
Building on that experience, Mr. Kimia was once again invited as an expert panelist, this time at the DC Tech Innovation Hub 2015, hosted by Springboard Enterprises. This forward-looking event brought together innovative technology companies, each presenting a ten-minute pitch followed by fifteen to twenty minutes of in-depth discussion and analysis by the panel. The event underscored Synergy’s commitment to supporting innovation and fostering the next generation of business leaders in the Washington DC tech community.
Health Innovation Hub at K&L Gates LLP
Synergy Financial Services took part in a networking reception hosted by Springboard Enterprises in support of its Health Innovation Hub, where Mr. Kimia engaged with entrepreneurs, investors, and industry leaders. The Health Innovation Hub is a collaborative platform focused on advancing women-led digital health and life science companies with strong potential for investment and strategic partnerships. The event fostered meaningful dialogue around innovation, collaboration, and the role of strategic financial guidance in supporting scalable growth.
White House Briefing
Mr. Kimia of Synergy Financial Services was invited to attend a White House Briefing that brought together leaders from government, technology, and healthcare to discuss innovation and public-sector collaboration. The briefing opened with remarks from Hallie Schneir, Associate Director of Public Engagement at the White House Office of Public Engagement.
The session featured a panel discussion and Q&A with senior officials, including Karen Britton, Special Assistant to the President and Chief Information Officer at the Executive Office of the President; Dr. Murray Sheldon, Associate Director of Technology and Innovation at the U.S. Food and Drug Administration; Doug Rand, Assistant Director for Entrepreneurship at the White House Office of Science and Technology Policy; and Dr. Taha Kass-Hout, Chief Health Informatics Officer at the U.S. Food and Drug Administration. The discussion focused on the intersection of technology, entrepreneurship, and policy, underscoring the importance of informed financial leadership and cross-sector engagement in advancing innovation and public trust.
