Blair Lewis’ Post

Craig Haymaker, CPA is one of our highly valued experts for the treasuryXL community. Craig’s journey in the #treasury field has been marked by continuous growth and passion, beginning with auditing a large regional bank’s treasury operations. Over the years, he has developed deep expertise in #financial #riskmanagement and a strong appreciation for the critical role treasury plays in organizational health. 𝐖𝐞 𝐚𝐬𝐤𝐞𝐝 𝐂𝐫𝐚𝐢𝐠 𝐭𝐡𝐞 𝐟𝐨𝐥𝐥𝐨𝐰𝐢𝐧𝐠 3 𝐪𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐞𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 #𝐢𝐧𝐭𝐞𝐫𝐯𝐢𝐞𝐰: ✴️1. What initially drew you to a career in treasury, and how has your passion for the field evolved over the years? ✴️2. In your opinion, what are the most critical skills and qualities that a successful treasurer should possess? ✴️3. Can you share a memorable success story or achievement in your career that you are particularly proud of? Read the quick Q&A with Craig here: https://lnkd.in/eDVzUgCt Have fun reading!

Part 4 The answers to the questions: Formalising Succession Plan: 1. The family should employ an independent advisor to conduct interviews and assessments of all family members and stakeholders. Based on the findings, a formal succession plan should be drafted, clearly outlining potential successors' roles, responsibilities, and pathways. 2. The family should start by clearly defining the roles and expectations of each family member in the business. A well-documented plan should be created with input from every family and non-family stakeholder. Legal and financial advisors should also be consulted to form a binding document. Get in touch for a free consultation or to find out more. Visit us online at https://bit.ly/3s7EQqI, email ahmed@vectorconsulting.co.za, call or WhatsApp on +27826761994. #vectorconsulting #generationalweath #business

Part 4 The answers to the questions: Formalising Succession Plan: 1. The family should employ an independent advisor to conduct interviews and assessments of all family members and stakeholders. Based on the findings, a formal succession plan should be drafted, clearly outlining potential successors' roles, responsibilities, and pathways. 2. The family should start by clearly defining the roles and expectations of each family member in the business. A well-documented plan should be created with input from every family and non-family stakeholder. Legal and financial advisors should also be consulted to form a binding document. Get in touch for a free consultation or to find out more. Visit us online at https://bit.ly/3s7EQqI, email ahmed@vectorconsulting.co.za, call or WhatsApp on +27826761994. #vectorconsulting #generationalweath #business

In an organization, a conflict of interest happens when an employee or decision-maker has personal interests that could affect their ability to make fair or objective decisions for the company. For example, if a manager is in charge of choosing a supplier for the company and one of the suppliers is owned by their family member, the manager might be tempted to choose their family member’s business, even if it’s not the best option for the company. This situation creates a conflict because the manager's personal connection might influence their decision, rather than what’s best for the organization. #compliance #internalcontrol #Audit

Hamish Law regularly gets top testimonials from the candidates and employers he works with, and the way he communicates- with honesty - is mentioned a lot. When you're looking for a job, or trying to find the perfect talent for your team, you might stumble on challenges along the way. You want someone who tells you how things really are and looks out for your goals every step of the way. Hamish won't gloss over the facts, he'll help you navigate them. Get in touch with Hamish and find your perfect next step! 07809737580 | hamishlaw@imultiplyresourcing.com #recruitment #financerecruitment #finance #financejobs

Redundancy is sadly a reality of work. At the moment, it seems to be on the rise globally and there is a need for organisations to do the redundancy process with sensitivity, empathy, courage and clarity. Here's a guide on how to do it well.

Don't ignore Due Diligence, read more about why it is important in the link below👇 https://lnkd.in/gVA5djgu #RentRollDueDiligence #BusinessConsultant #RealEstateBusiness #RentRollGrowth #TheTarsiWay

How to succeed at succession https://lnkd.in/daD3EHTP As the owner of a financial advisory business, it’s imperative for you to identify a successor who can seamlessly take over the reins one day. This will safeguard your interests, as well as those of your clients and staff. Masthead

Continuing my interview highlights this week is a great conversation I had with Tanner Jones at Consultwebs. I outline the importance of managing time between settlement and disbursement and how it affects your bottom line.📈 Check it out and let me know your thoughts at 248-213-8700! Watch Here: https://lnkd.in/gYRjFGTJ #lawfirmprofits #settlementstrategy #legalconsulting #lawpracticemanagement #profitabilitytips #attorneybusiness #businessgrowth #lawyers

Achieve Financial Independence: The Truth About Job Security Revealed Discover the reality of job security and learn how to become financially independent in this eye-opening video. Don't be fooled by the myth - your job is not your security. Join me as I share a real-life example and provide valuable insights. #FinancialIndependence #JobSecurityExposed #BreakFreeFrom9to5 #FinancialFreedom #PassiveIncomeGoals #EscapeTheRatRace #BeYourOwnBoss #EntrepreneurMindset #WealthCreation #FinancialEmpowerment