James Meyer

Solution Specialist, Adaptive Insights

I began my career in public accounting working for a mid-sized CPA firm in Boston, MA. Much of my time was spent working as a manager with our Not-for-Profit group. As a mid-sized CPA firm, our differentiating factor was our close connection with our clients, and our consulting endeavors throughout the year. Our “off year-end” work primarily consisted of financial planning, analysis and reporting, and all of it was done in excel. I never thought that I would leave my public accounting role, but when I learned about the CPM space, I saw the power and value that it would bring to all of my clients. After some due diligence of the players in the industry, it was clear to me that I had to join Adaptive Insights due to the superior product and the growth and stability of the Company.

I currently reside in Austin, TX with my wife and golden retriever. I am involved in many organizations including Big Brother Big Sisters and American Cancer Society Hope Lodge, where I met my wife while in Boston.


Not For Profit organizations are under increasing pressure for better financial stewardship, transparency and accountability from donors, regulators, boards and charity rating watch dogs. More