Fire Capital Management’s Post

Paul Alker APFS FCSI TEP explains why it's important to always be learning and sharing knowledge and experiences within the workplace and community in our most recent thought leadership article

How can thoughtful DEI initiatives transform the finance and real estate industries? How can you lead your company in a more equitable and inclusive direction? And how can you break through barriers in your own career — and help the next generation of leaders do the same? This Apr 2 conference on DEI in the finance and real estate industries tackles these questions head-on thanks to perspectives straight from industry leaders moderated by Johnson, Valerie C., Ph.D., Associate Provost for Diversity, Equity and Inclusion at DePaul Driehaus College of Business. Register: https://lnkd.in/dEx_3Njr

Teka Miller-Alston, Robert Broome, CAE and I were privileged to spend the day with Kelli Roberts and Julie Williams with CLA (CliftonLarsonAllen) discussing the pipeline and CLA's efforts with their pilot Academy in conjunction with the Hispanic Leage of Winston-Salem and Forsyth Technical Community College. My takeaways from our incredible conversation: - There are no quick fixes. Taking something from concept to application involving so many individuals from around the country takes time, perseverance and agility if you want to create something sustainable. - Show up and plan to stay! Yes, we need to plant routes, we can't fix a people problem like we're sourcing raw materials for a widget. We need to show up, invest and plant roots in the community. Those roots will grow into the beautiful garden like CLA is growing. - Lead with love! Jen Leary shared the sentiment with me back in May when she spoke about this pilot program. Listening to the dedication and compassion of the CLA family to identify, develop and support their first cohort is inspiring on so many levels. We heard countless stories of the CLA family willingly sharing extra time to help others reach for dreams never thought possible. We talk about how the profession gets a bad rap and that we need to change the narrative. We need to focus on the heart of this profession. CPAs, and especially the CPAs at CLA, have incredible hearts for their teams, their clients and especially their communities. Sharing stories of how one firm, in a pilot phase, changed the lives of 11 individuals and is creating a model to ramp up talent development locally is a testament to what WE can do and North Carolina Association of CPAs (NCACPA) is here for it! #leadership #CPAs #NCACPA #TEAM #CEOonthego

DUE TOMORROW: We're looking for chiefs of staff in the NY City & State legislature who want to grow into the next generation of policy & budget experts. Let's start the conversation: https://bit.ly/44EE17D

What happens when you bring 15 DEI Leaders in Private Equity funds into one room? Well, I cannot tell you exactly what happened #ChathamHouseRule 🤫. What I can say is that it was an incredibly refreshing and honest discussion. During my journey in Private Equity, I have met some exceptional leaders and allies who have inspired me. To thank a few: Jenny Collins, Laura Morrill, Lauren Edison, James Squires, Maria Orlowski, tandem of Eva Vogt & Lindsay Davis, Stephen Roberts and many more. Like many things, DEI is a journey, not a destination, and it's so valuable to have peers to turn to.  Do you have your DEI peer group or champions? Tag them here to thank them if you like.  #privateequity #diversityequityinclusion

Helen Jones, non-executive director at Fuller’s, talks to Ann Elliott about her journey to joining the board. Quick quotes: "Non Exec are a different role than an executive director, you are more 'hands off.'.. look for one while you are still in work but there is a time commitment... networking is very important in getting the right position... you do need to learn to stand back, support, guide and challenge... understand your remit. Cheers and challenge in equal measure, you need to participate but know the boundaries." 👉 Read the programme for Propel's Multi Club conference – Female Leaders and Entrepreneurs, here: https://lnkd.in/er7sJ342

Very grateful to have had the opportunity to meet and hear David Rockefeller Jr speak at the Rockefeller Capital Management Advisor Summit in Boca Raton. I continue to be impressed by what the Rockefeller’s have built, and also retained, seven generations and counting! I wanted to share a few key takeaways that I learned from David. 1. The Rockefeller family meets twice a year. Family meetings are important to ensure that the values and education are instilled in the next generation. It’s important to have a system of communication. 2. There is a difference between giving a speech about your values and living your values. Values are demonstrated through consistency. The Rockefeller family tries to foster early leadership in young family members, resulting in the next generation becoming effective leaders and passing on the values. 3. There is a difference between building wealth and retaining wealth. The work – as well as the allocation of building wealth – is completely different from retaining that wealth. To preserve the legacy, it is important to pass on family values in tandem with wealth. David Ruben David M. Sotsky, CPFA

Opportunities for young financial advisors don’t come easy. Early in their careers, they often struggle to find direction, build trust, and gain the knowledge they need to succeed. At Black Diamond, we’ve made it our mission to change that. Jeffrey Puglia, CFP®, AIF®, ChSNC®, founder of Black Diamond Financial Solutions, shares how mentorship and guidance can turn those early struggles into long-term success by offering a clear pathway, education, and the right support. 👉 Watch the full video for insights on developing the next generation of financial leaders! #Mentorship #FinancialAdvisors #CareerGrowth #BlackDiamondFinancial