A thought-provoking discussion with Doug Watler, 𝗞𝗶𝗺𝗯𝗲𝗿𝗹𝘆 𝗬𝗲𝗲, Michael Frerichs, Laura Montoya, 𝗧𝗼𝗱𝗱 𝗥𝘂𝘀𝘀, and Gregory Samorajski as they presented “What Are Our Leaders Doing? Insights from CEOs, CIOs, Executive Directors, and State Treasurers” at the 2025 Public Funds Summit. #OpalGroup #OpalGroupPFS #Finance #PublicFunds
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Fmr SVP UBS, Barron's Top Team, NOW FORBES COACHES COUNCIL Business Dev, Communication & Engagement Expert, Inter-Generational & Gender Authority‼️ Improved Communication Drives Success! You don’t have to do this alone!
😃⁉️ Are you attending Wealth Management EDGE conference May 13-16? If YES YAY‼️ If not, here’s what you are missing 🤯: 💥Join 2,000+ industry leaders 💥including 1,000+ advisors from the country's largest RIAs 💥literally a networking Mecca‼️ 💥So many amazing presentations by the best in the business I have placed a link to the agenda in the comments section. You Do Not Want to Miss This💯🎯 Many conferences boast that there is some thing for everyone, but at #WMEDGE it is real‼️ 🌟Friends and peers I can’t wait to see (way too many to list here, but just to give you a taste): 😎 Shannon Rosic Mark Tibergien Lisa Crafford Michael Kitces Matt Ackermann, Chief Content Officer David Armstrong Toussaint Bailey Mark Bruno Diana Cabrices Cary Carbonaro, CFP®MBA Marguerita (Rita) Cheng, CFP® Matt Halloran Kate Healy Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® Samantha Russell Dana L. Wilson, MBA #fintech #finance #WealthManagement #RIA
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Insights into today’s capital markets and the major challenges CFOs are navigating. Be sure to attend!
ScaleNorth is thrilled to be sponsoring today's CFO Executive Summit at UCI's University Research Park. In association with the UCI Paul Merage School of Business, this event promises to deliver invaluable insights through a panel discussion titled "Global Capital Markets: Navigating Higher Interest Rates and Geopolitical Issues". Moderator Adam Townsend, CFO of Vizio, will be leading the discussion by exploring today’s capital markets and the trends, challenges, and opportunities facing CFOs today. We'll see you there! https://lnkd.in/gSAc4Nni #CFO #CapitalMarkets #ScaleNorth
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With continued volatility in global markets, it's essential for public company boards to recruit directors with strong financial acumen and strategic foresight. What qualities do you think are most critical for board members today? #BoardRecruitment #FinancialLeadership #StrategicPlanning
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HAPPENING NOW: A dialogue moderated by Robert Kabushenga, hosting CPA Joshua Karamagi, CFA, and Ms. Proscovia Nabanjja. This open discussion focuses on how collaborations among the CEO, CFO, and Board functions drive growth. #WeCreateImpact #2ndCSuiteForum
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Comprised of driven Financial Executives International (FEI) Chicago Chapter Members and Young Business Professionals, the FEI Chicago Analyst & Associate Board (A&AB) endeavors to enhance connections between the financial leaders of today and the financial leaders of tomorrow. Learn more: https://bit.ly/2QBll74 #financialexecutivesinternational #cfochicago #feichicago
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Collaborating with the Miami CFO community this February 18th, 2025 at CFOMeet Miami. Moderated by Rosemary Ravinal, join us for a day of thought leading conversations with Paul Kahn; CFO TheKey, and Bonnie Boyer, CPA; CAO Sagent as we discuss, debate, and explore strategies that bring strategic growth through the Office of the CFO. Join us in conversation! - https://lnkd.in/eFcPcTie #CFO #Miami #Finance #FinanceLeadership #CorporateFinance #FinancialStrategy #RiskManagement #FinancialPlanning #FinancialReporting #FinanceTransformation #FinTech #Accounting #Economy #Leadership #Budgeting #FuturistCFO #TheKey #Sagent #CFOMeet
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Educating You to Become a Savvy Real Estate Investor, Minus the Stress♟Member Forbes Finance Council 🤵Founder at 7e Investments 🏈 Die-hard Boston Sports Fan
Recently got to contribute to another Forbes Article. Check it out below
Partner and Virtual CFO Practice Leader at Anders CPAs + Advisors | Co-founder Summit CPA Group | Changing the way people think about accounting
Are you ready to attract investors for your business? Check out my contribution in Forbes Finance Council's "20 Key Considerations For Business Leaders Seeking Capital." My advice? Ensure you have detailed financial forecasts. It's crucial for gaining investor confidence. What do you think? Swipe ➡️ to learn more. Drop a comment, like, share, and Read here: https://lnkd.in/gWPMGxrm Richard Gusmano Shlomo Halberstam, CPA Matthew Bjonerud Monique Johnson Gale Simons-Poole Mike Whitmire Peter Goldstein Christopher Seveney Joe Camberato Ford Stokes Brian Niksa, CFP® #CapitalRaising #StrategicLeadership #ForbesCouncil #VirtualCFO
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With PE investment hold periods now averaging over 7 years—the longest since 2000—investors, portfolio companies, and boards are navigating uncharted waters. In a recent article in NACD (National Association of Corporate Directors) Directorship Magazine, Dan Hawkins discusses how high valuations, slower deal environments, and changing economic cycles are driving changes in strategy—from cost efficiency and talent realignment to more engaged board involvement. Learn how extended holds are reshaping decision-making, management dynamics, and growth opportunities in today’s market. Get the full article here. https://lnkd.in/exXbd6zm #PrivateEquity #InvestorStrategy #BoardLeadership #ValueCreation #SummitLeadershipPartners
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HR leader inspiring caring people to drive transformational change while building meaningful careers
I want to give a warm welcome to our new CFO Mark Satisky who joins us with an impressive background in leading high-growth tech and services organizations. Welcome to North Highland! 👋 Learn more about Mark in the press release: #FinancialLeadership
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Hear from Chris Vizzi, CFP® of South Coast Investment Advisors, winner of the Advisor of the Year award at the InvestmentNews Awards 2024, as he shares insights into his journey, dedication, and impact in the wealth management industry. 🎉 Know someone equally deserving? Help us recognize the leaders who are shaping the future of wealth management. Submit your nominations today for the InvestmentNews Awards 2025! Nominate today: https://hubs.la/Q030fYdl0 #INAwardsUS #AdvisorOfTheYear #WealthManagement #FinancialAdvisor
