Cyprium Partners’ Post

#Essentials4CorpGov wrapped today in sunny Fort Lauderdale with these final takeaways. * If you have a request to change the terms of outstanding equity awards, be careful. CFOs hate compensation plan modifications that have accounting ramifications. * When you’re in house, you need to know who has the compensation information you need; you have many internal stakeholders to consult with. * Become familiar with the equity plan policies of your largest investors. Make sure you know the hot-button things that they don’t like. * Make sure you understand the SEC disclosure rules on perks because very trivial expenses can come back to haunt you. * For Regulation FD, it’s what you say and what you don’t say. Expressions, nods, or winks can convey material non-public information. * Have an annual process to identify Section 16 officers as that list can change from year to year. * During activist situations, you don’t want to reach out to BlackRock and other investors for the first time. You need to work with IR to maintain those relationships. Thank you to all our attendees, speakers, exhibitors, and sponsors for an amazing event! #CorporateGovernance | #BoardGovernance | Athennian | Broadridge | Capitol Services | Computershare | CSC | Diligent | DragonGC | FileForms | Innisfree M&A Incorporated | Kalexius | Morrow Sodali | Nasdaq | Paul Hastings | TMF Group | VISTRA

🔍 Unlock the secrets to building a stellar accounting team! 🌟 Join James Howell, Director at Tax Recruitment Company, in a captivating discussion with Rachel Martin (StriveX Accountants) and Andrew Van De Beek (illumin8). Discover their expert insights on recruiting top talent, leveraging culture and social media. Don't miss out – tune in for valuable tips and strategies! 🚀 You can watch 'Solving Recruitment: How to attract and retain high quality team members' online here: https://bit.ly/3FY4qSk #AccountingRecruitment #TeamBuilding #WebinarInsights

Well that didn't go to plan... Let me clarify... the panel at Accountex was amazing. For a 5pm talk (competing again some other big talks and numerous drink events) we had a really busy and engaged crowd and, as you'd expect, there was some amazing insights from the fabulous trio of Stuart Hurst, Francesca Tricarico FMAAT and Rachel Harris . BUT I messed up... I didn't check the slide deck before we went live and somehow the formatting change from Slides to Powerpoint got messed up meaning that rather than have their own company names, everyone was credited as being from Cloud 10 Accounting Limited. #fail. Yes we styled it out. Yes it got a laugh. And yup I doubt many people would have really cared. BUT on the biggest stage that I've hosted a panel on, I dropped the ball. So this is me owning it and making sure I've learned the lesson. (Oh and with feedback like this it makes it all worthwhile... "Brilliant branding session yesterday - tough gig having the last one of the day " ) That aside WHAT a couple of days... my first #Accountex with the Silverfin team and we were busy from the start. I had the opportunity to catch up with a load of old friends and colleagues, get a load of great insights and make a host of new connections... There's was time for #AccountAxe beforehand (thanks Digi-Tools In Accrual World team), the usual evening event at the Fox (thanks Callum Macrae) and so much more! Oh and there was even a cameo or two from the amazing (and often changing in height) Silverfin Assistant! Accountex is always a great event and this year seemed buzzier than ever - great work Caroline Hobden and team. So time to reflect back on a great two days and then get ready to do it again for Xerocon - the last pre-summer event of 2024. #accountants #silverfinassistant #EnhancedAccounting #Fintech #Workingpapers

Grateful for this insightful conversation with three leaders on how organizations are differentiating themselves in today's competitive environment. Check out the article from MassCPAs January issue of SumNews via the link below. #talentmarket #competitiveadvantage #leadership

Hear our #ChiefInvestmentOfficer Ken Brodkowitz speak about the partnership we have with CAIS!

Abby Feinman, David Kravitz, and Saul Rudo will co-present the "Good Governance Regarding Family Offices" session of the Institute for Private Investors Spring Forum on Wednesday, June 5. The presentation will explore how good governance is correlated with the economic performance of family offices. #LegalEvents #PrivateInvestors

Abby Feinman, David Kravitz, and Saul Rudo will co-present the "Good Governance Regarding Family Offices" session of the Institute for Private Investors Spring Forum on Wednesday, June 5. The presentation will explore how good governance is correlated with the economic performance of family offices. #LegalEvents #PrivateInvestors

I am extraordinarily grateful to announce the birth of Blue Label Financial. Advisory has been a goal for a few years, but I was doubtful, especially seeing big firms considering financial advisors to be salesmen, complete with commissions (!) and quotas. And in a bigger firm, I would be at the whim of a bureaucracy feeding me clients in exchange for feeding those clients a rosy picture of investing, the firm's funds, and the firm itself. Blue Label is here for the honesty and integrity. In our communities, we also face major cost-of-living challenges, faith-specific moral questions, and shifting economic expectations. Don't go to the people who are a generation behind and a world of culture away. Go to someone with the same knowledge and risk-awareness, but with a vantage point a lot more like your own. Officially, start date is in the next few weeks, but you can get a free consultation and get added to the waitlist now. https://lnkd.in/gZTZiExe

Celebrating our top 10 advisers of the week who have gone above and beyond this week! Your dedication to your work is truly inspiring! 👏 #CFDCompanies #GrowWithUs #FinancialAdviser #FinancialAdvice

For years, we’ve championed fair governance to uplift small businesses like ours (and it’s more crucial than ever) 1. Navigating restrictive governmental processes 2. Highlighting the value of our products and services 3. Advocating for our clients and taxpayers The result: countless small businesses thrive despite the odds. It was only through persistent advocacy and resilience that we managed to stay afloat. We've faced numerous challenges that have made us stronger and more determined. Transparently, small businesses like ours continue to battle against restrictive policies. But, we’re not giving up. Our products and services bring immense value to clients and taxpayers alike. The reason you should care now is because you have a choice: 1. Accept the status quo and watch small businesses struggle against unnecessary barriers. 2. Join us in advocating for fair governance that truly supports small business growth. You'll see a stronger, more vibrant community of businesses. And you (might) find that your own ventures flourish in a fairer system. One shining example is the 𝗖𝗼𝗻𝘁𝗿𝗮𝗰𝘁 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗦𝘆𝘀𝘁𝗲𝗺 (𝗖𝗣𝗔𝗦) by CSG Tech Solutions, a small business in the State of Florida. This proprietary software portal goes beyond contract performance to offer real-time data on client services. It measures, projects, and predicts service performance, allowing for necessary adjustments to achieve success. It removes the guesswork from recording client services, inputs, outputs, and outcomes. ♻️ Repost this and share it with another small business owner or anyone you think would resonate with this message. Do you believe in the power of small businesses? Share your thoughts in the comments below. Rod Love, CEO of CSG Tech Solutions