Last night, some of our team members attended the Cambodian Mutual Assistance Association (CMAA) Annual Meeting at University of Massachusetts Lowell Innovation Hub. Enterprise Banker, Chris Dias, serves on their Board of Directors as their Treasurer and presented the finance report to celebrate the continued growth of the CMAA. Thank you to everyone that attended this event to make it a big success and to the CMAA for all they have done over the last 40 years to make contributions to the Greater Lowell community!
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Our COO Craig Wallington CA(SA) was recently declared the winner of the 'Influencer' category of SAICA's Top 35 under 35. A richly deserved honour. They have now written about his and our work in AccountancySA. Head to page 54 if you'd like to read about his perspectives on the importance of putting our money where our mouth is to fund the future we want. https://lnkd.in/d4VzhRB9 ------------------- We’re MotherTree 🌳 Our mission is to shift £1billion into the green economy. We’re doing this by helping companies tackle their biggest source of carbon emissions - their money 💵 We built the UK's first and only carbon calculator for your money. If you’d like to find out the carbon emissions of your company’s money, write “calculator” in the comments. ➡️Follow us for insights on the role of business and finance in sustainability -------------------- #Top35u35 #Awards #ClimateAction #MotherTree #SAICA
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"Countdown begins! Just 30 days left until SIBEC - the event of the year. Get ready to be inspired, learn, and network with the best in the industry. 📆🎉 #SIBEC2023 #SIBCA #poweredbysibca #CountdownBegins #EventOfTheYear"
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🔜Our next Business Breakfast event is just tomorrow. There will be an interesting panel discussion about the Economic policy and business environment with special focus on capital markets and CEE region at the event. Furthermore the participants of the Student Mentoring Programme 2023 will receive certifications and awards. 🔔Please follow me tomorrow and see more details about the Business Breakfast. #business #plhucc #netwroking #wfa
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If you are a practice thinking about your tech stack, what’s next and business improvement- I highly recommend attending one of these sessions. Travis Carter is an absolute expert!
Very excited to announce my participation as a speaker at the Financial Advice Association Australia FAAA Roadshow 2024, happening across Australia in April and May. Join me for an engaging session on Building Efficiencies for Business Improvement. Anticipating a dynamic full-day program designed by financial advisers for financial advisers – an invaluable opportunity to boost your skills and network with industry peers. Seize the Early Bird ticket pricing for savings until the 3rd April. Secure your spot today: https://lnkd.in/eM-rh5PV #FAAARoadshow24 #financialadvisor
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Would you like to know what it's like to be part of the CFA Society Portugal Board of directors? Read the testimony of Jorge Sousa Teixeira, CFA, in our latest newsletter of 2023. 👉 https://lnkd.in/djfzWYVd #cfasocietyportugal
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If you are a #paraplanner do check this out. Stage 1 is a technical test of your knowledge. I look forward to meeting some of you when it comes to the final judging round.
Paraplanners in the UK, we've got an exciting opportunity for you! The Paraplanner of the Year Award is back and this year non-members are welcome to apply too! You will be able to showcase your exceptional skills and be recognised as the best in your field, as this prestigious award is designed to highlight your contribution to the financial services industry. Apply now: https://lnkd.in/ezHR9nri Application deadline: June 9, 2024 Sponsored by: The Association of Investment Companies (AIC) To find out more visit: cisi.org/fpawards24 #fpawards24 #paraplanning #paraplanner Judges: Dan Atkinson FPFS CFP™️ APP Chartered FCSI, Nick Britton ACSI, Alison Neale & Simoney Kyriakou
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Executive Vice President for Strategy & Innovation + Vice President of Enrollment & Communication || Strategist || Leader || Innovator & Reinventor ||Talent Multiplier
This daily report is giving me a little bit of confidence. But, just a little bit. We started sending f-y award letters last Thursday and have about 200 f-y awards out since. The other 800 are f-y international award letters. We have a long way to go...but it's a start! #fafsfiasco #emchat #FAFSA #FAFSAsimplifcation #highered #highereducation #admissions #collegeadmissions #collegeadmission #financialaid
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Always a pleasure sharing the stage with Robin Melley, TEP, Chartered MCSI, FLIBF. So much to discuss, never enough time! #care #mycarehub #vulnerability #carers #supportingcarers #carefunding #financialadvice #carenavigation
Reflecting on yesterday’s The Chartered Institute for Securities & Investment (The CISI) Paraplanning Conference 2024 in #Birmingham and the session that Jacqueline Berry, MCC and I delivered with Kate Morris DipPFS Certs CII (MP and ER) on later life advice and planning. One of the benefits of speaking about a subject you are passionate about, and listening to the words that come out of your own mouth, is that you both challenge your own thinking and beliefs but, at the same time, solidify some of your own beliefs. A couple of the issues that I’m absolutely certain about is the need for a holistic approach that considers all nine of the ways to fund care fees and to create a cash flow forecast that enables you to analyse all nine alongside each other. Advisers operating in silos is likely to lead to poor outcomes for clients who are often in vulnerable circumstances, needing a professional safe pair of hands. So, collaboration is also a key ingredient. The Society of Later Life Advisers (SOLLA) later life accreditation is a crucial part of delivering professional advice. SOLLA continues to lead the way as the independent professional body for later life advisers. Reflection over - always a pleasure to share a stage with Jacqueline Berry! 😊 #FinancialPlanning #LaterLifeAdvice STEP – Advising Families Across Generations The Association of Lifetime Lawyers RQ Professional Speaking Association Birmingham Region Professional Speaking Association
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