Michael Henry, CFP®, Senior Director of IEQ Capital, shared his career experience as a guest lecturer at the University of San Diego, where he engaged with graduate students about finance and wealth advisory careers. We love to see IEQ team members inspiring the next generation of wealth advisors. Thank you to the University of San Diego for hosting us.
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"There are those who do things, those who drive progress, and those who wonder how it all came to be... Which would you be?" These words from WBN Board Director Emeritus Bruce Basso encapsulate today's discussion among the Board members Florian Karle, Daniel de Swaan, Benjamin Verlingue, Enrique Acevedo and Neil Raymond, who are propelling both their family companies and WBN's success forward. #wbn #insurancebrokers #familybusiness
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Don't miss out on ACG Oklahoma! We have a stellar panel of industry experts who will share great insights on what's is going to be an exciting next few years for anyone involved in finance. #banking #money #investmentbanking #privateequity
🚀🌟 #Oklahoma and #DFW we're thrilled to announce our next Content Program coming to #Tulsa on 📍Tuesday, April 16, 2024, from 4:30 PM to 6:30 PM at the 🗺️Summit Club, inside the Bank of America Financial Center, 15 W 6th St, Tulsa, OK 74119. Get ready for an engaging discussion on "𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐃𝐞𝐚𝐥 𝐢𝐧 𝐚 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐌𝐚𝐫𝐤𝐞𝐭" – one of the hottest topics in the industry! A special thanks to our Oklahoma Founding Sponsors for their invaluable support: - Platinum Sponsor: Momentum3 - Gold Sponsors: Arvest Bank, eCapital Corp., HoganTaylor, PNC Business Credit, and Weaver We couldn't have made this event possible without their generous contributions. We're honored to have a stellar lineup of panelists joining us: - Tim Clark from Hall Capital - Ryan Sprott from Great Range Capital - Stephen W. Ray from Hall Estill And let's not forget our gracious moderator, Jim Holder from Waypoint Private Capital. This promises to be an evening packed with invaluable insights, networking opportunities, and the chance to build both new and old relationships. Secure your spot today by registering at: https://lnkd.in/gEm-UqWm Don't miss out on this exceptional opportunity to gain knowledge, connect with industry leaders, and take your professional network to new heights! #ACG #OklahomaEvents #Tulsa #Networking #MiddleMarket #DFW
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At CONNECT 2023, we had the chance to ask CBVs how the CBV designation has helped them in their career and professional development. Here’s what Brian Langis, CBV, CEO, and Director, Cape May Capital, had to say about the role the designation has played in advancing his valuation journey. He also has an insightful question for people. Watch till the end. Stay tuned for more! Learn more about the CBV designation here: https://lnkd.in/gghgjB2g #BecomeACbv #BusinessValuation #LeadersInValuation
Become a CBV
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Jen's also highlighted ICGN's plans to enhance the opportunities for members to get involved in our Policy work, with both a large permanent Global Policy Committee and a Future Leaders Committee for early career professionals. We'll be sharing more details of this with members next week and aiming to kick both these groups off early next year. #GSF #stewardship #governance #corpgov #ICGN2024 #investors #assetowners #assetmanagers
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This year’s Conference of African American Financial Professionals (CAAFP) hosted by The American College of Financial Services was particularly special as it not only gathered financial professionals and change agents but also welcomed an incredible group of students from Historically Black Colleges and Universities (HBCUs). These students, majoring in subjects relevant to the financial industry, brought a refreshing energy and a glimpse into the future of our field. Through a powerful partnership with the Financial Alliance for Racial Equity (FARE)these students had the unique opportunity to connect with seasoned financial professionals, receive mentorship, and exthe various career paths available to them. It was inspiring to see the dedication of both the students and the professionals in fostering these connections and supporting the next generation of leaders. The students had their own forum and workshops tailored specifically to their needs, offering them practical knowledge and networking opportunities that will undoubtedly shape their future careers. I’m proud that NFP, an Aon company along with Lenox Advisors , played a key role in this effort. We not only participated in the Student Forum but also sponsored students to attend, ensuring they had access to these invaluable experiences. Seeing these young minds engage with the industry in such a meaningful way was a reminder of the importance of creating pathways for the next generation. Their enthusiasm and commitment to learning are a testament to the bright future ahead in the financial industry, particularly as we continue to prioritize diversity, equity, inclusion and belonging. #CAAFP #NFP #LenoxAdvisors #FARE #HBCU #FinancialProfessionals #Mentorship #Empowerment #DEIB
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Trusted advisor concept unpacked with The IQ Club thanks for hosting Mills Oakley Stuart Walter for facilitating Lots of confusion between consulting, advisory and executive roles these days. However true guidance, credibility, intimacy, why behind what is the purpose of business and personal journey of the leadership are the foundations. #infinitegame #purpose #startwithwhy #advisory
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After having a few days to reflect I want to say thank you to SouthState Bank for investing in me and allowing me to attend ABA Stonier Graduate School of Banking at the historic The Wharton School. I also want to thank all of the professors and industry leaders that gave their time to teach us and share their knowledge and experience. It was truly an amazing experience both in the classroom and getting to know peers from across the country. Below is a collection of some of my favorite nuggets of wisdom from the week: "A "Strategic Blindspot" is conventional wisdom which is no longer true but still guides strategy" "Capital Planning: welcome to why your CFO is always grumpy" "Wellness and Success are not mutually exclusive, they are symbiotic" "Be careful not to infer too much from any one ratio" "Calculating ratios is mechanical, interpreting them is not" "Effective Enterprise Risk Management is understanding both the risk and the reward" "Give feedback when it is relevant, don't wait too long" "Feedback alone won't change behavior if behavior repeats" "Perfect doesn't get you promoted as much as productivity" "Culture eats strategy for breakfast every day" "We are going to make some mistakes along the way and that is good because it means decisions were made. And as we discover the mistakes, we will fix them." - Steve Jobs #SouthState #Stonier #ABA #Wharton #Banking #Learning #Growth #Grateful #Classof2026
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ISBR Business School wishes you a Happy 78th Independence Day!🥳 As we celebrate our nation's freedom, let's also empower ourselves with knowledge and skills to shape a brighter future.✨ May the spirit of independence ignite within us the passion to innovate, lead, and make a difference.🔥 #ISBRBusinessSchool #ISBR #TopBusinessSchool #IndependenceDay #India #EmpowerYourself #LeadTheChange
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Our Master of Science in Management Science & Quantitative Methods (MSQM) program is one of only three graduate programs of its kind in the nation! It's a Game Changer! Check out our feature on page 62. Ready to level up? 🎮 🌽 💛 #ConcordiaCollege #OffuttSchoolofBusiness #itsagreatdaytobeacobber #GraduateStudies
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Here, we share the five values that underpin CfBT's culture and way of working. We believe in the power of education to help individuals fulfil their potential and benefit society. Our values embody how we make our contribution. #StrengtheningSystems #DevelopingCapacity #EmpoweringLearners
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Finance Professional | MBA and MSF
5moThank You Michael Henry, CFP® for sharing your experience with us!