Jo Hall’s Post

Managing Director at Qwrk Outsourcing (formerly SMSF Paraplanners)

7mo

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!

Travis Carter

Enabling businesses to accelerate growth through technology!

7mo

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

2 Comments

Stephen Handley

7mo

Nice work Trav

2 Reactions

Travis Carter

Enabling businesses to accelerate growth through technology!

7mo

Thankyou Jo. I'm looking forward to the tour.

1 Reaction

See more comments

To view or add a comment, sign in

More Relevant Posts

Laxman Avdhute

MBA (finance), DTL,M.com
4mo
Report this post
successfully completing the SEBI - Investor Certification Examination!
1 Comment
Like Comment
To view or add a comment, sign in
Association of International Accountants (AIA)

25,048 followers
8mo
Report this post
Explore the #LatestFromBrussels for February from EFAA for SMEs - European Federation of Accountants and Auditors for SMEs. #AIA1928 #EFAAforSMEs #EFRAG #IFAC #IAASB #IESBA #EUIPO #SMPs
EFAA for SMEs - European Federation of Accountants and Auditors for SMEs

957 followers
8mo

📢 Our February edition of #LatestFromBrussels is out with essential updates and expert insights tailored for you🚀 ✉ Find details here: https://lnkd.in/eztFgnFx #EFRAG #ESRS #sustainabilityreports #IESBA #SMEstrategy #EUSMEstrategy #EUSMEEnvoy
Like Comment
To view or add a comment, sign in
Treasury Suite

233 followers
5mo
Report this post
Closing out the extended winter/spring conference tour with a virtual session for the CAFP. This time talking about treasury technology and investing with Dan O'Brien of our partners Morgan Stanley. See details below on how to join on Monday morning @ 9 am ET and earn some free continuing education credits! Thanks CAFP! #CAFP, #treasurysuite #treasurytechnology #investing #cashmanagement #tms #

Treasury Suite

233 followers
5mo Edited

Join us for the CAFP's 2024 Spring Training Series in May! Registration is open for their capstone event, Spring Training, providing you with an opportunity to earn up to 10.5 CPE/CTP/FP&A continuing education credits. You don't want to miss the content in this series! Treasury Suite is hosting a virtual session on May 13th, 9AM ET about Treasury Technology & Investment Options. Here is a note from CAFP on how to register for our session: We are excited to bring you a variety of topics - from Executing Core Leadership Values, Finance & Treasury Strategy, an Economic Update, Finance/Legal Caregiving Tips, Effective Risk Management Tactics for Payments & more! Spring Training includes all SEVEN sessions - three In-person sessions on May 8th (+ lunch) at the VSCPA L&I Center - Innsbrook PLUS four virtual sessions on May 13th, 15th, 21st & 23rd. Register for each date today: https://lnkd.in/gkEk68mY Spring Training Schedule (all EST): May 8th In Person Half Day (check in opens at 8am) + Lunch @ VSCPA L&I Center (Innsbrook) - 8:30am: Executing Core Values in Leadership, 10am: Economic Update, 12pm: Payments-Risk Management May 13th Virtual @ 9am: Treasury Technology & Investment Options May 15th Virtual @ 9am: Legal + Financial Pitfalls in Caregiving - Strategies for Finance Professionals May 21st Virtual @ 9am: NACHA & Payment Regulation Update May 23rd Virtual @ 9am: Embedded Finance We look forward to joining you at all our Spring Training sessions in May. We hope to see you there! #AFP #finance #credits #continuingeducation #CTP #CTE #FPA

Commonwealth Association for Financial Professionals - Events

cafp.wildapricot.org
Like Comment
To view or add a comment, sign in
EFAA for SMEs - European Federation of Accountants and Auditors for SMEs

957 followers
8mo
Report this post
📢 Our February edition of #LatestFromBrussels is out with essential updates and expert insights tailored for you🚀 ✉ Find details here: https://lnkd.in/eztFgnFx #EFRAG #ESRS #sustainabilityreports #IESBA #SMEstrategy #EUSMEstrategy #EUSMEEnvoy
Like Comment
To view or add a comment, sign in
Shreyash Mirge

MBA Student, Dr. DY Patil Institute Akrudi pune
1mo
Report this post
Another milestone achieved! Excited to leverage my new SEBI - Investor Certification Examination to enhance financial strategies and solutions. Let's keep pushing the boundaries! I am particularly happy about scoring 49/50 in the exam. Ready to enhance market integrity and investor protection with this new expertise.$ #NISM #InvestorCertification #SEBICertified #FinancialExcellence #FinanceExpert #Professional Growth
3 Comments
Like Comment
To view or add a comment, sign in
The Malta Institute of Accountants (MIA)

6,162 followers
2mo
Report this post
The European Financial Reporting Advisory Group (EFRSG) has released its July 2024 Update. The report summarises the public technical discussions and decisions taken at EFRAG in the past month, including open consultations and future events. Read here: 🔗 https://lnkd.in/ePV-fuaJ #EFRAG #news #Update #EFRSG #consultations #events

July 2024 EFRAG Update Now Available

efrag.org
Like Comment
To view or add a comment, sign in
AVCA - The African Private Capital Association

31,250 followers
8mo
Report this post
🌍 #AVCA2024 Celebrates 20 Years Of The Largest Africa-Focused Private Capital Conference. Within this celebration, the conference will host a series of Regional Forums representing the African continent. Our Q3 2023 Private Capital Activity in Africa report showed #NorthAfrica held a 19% share of #PrivateCapital Deals in Africa and ran in the middle of the pack for VC deals throughout the year to date. Last year, we held the Annual AVCA Conference & VC Summit in #Cairo: Our 2023 AVCA Country Spotlight showed that US$877mn was invested in 76 deals in Egypt in 2022, a double historical record, with financials being the most active sector by volume (26%) and deal value (23%). Join the conversation: https://lnkd.in/e4qCwV4t

What's on at the 2024 Conference

avcaconference.com

1 Comment
Like Comment
To view or add a comment, sign in
Priyanshu Verma

Student at UPES Dehradun UK
3w
Report this post
Successfully completed SEBI - Investor Certification Examination on September 21, 2024
1 Comment
Like Comment
To view or add a comment, sign in
Neha Gajbhiye

iXBRL/XBRL, Digital Reporting, SEC, US-GAAP, IFRS, ESMA, ESG, Customer Success, Disclosure Management
8mo
Report this post
Discover the latest insights from the EFRAG Update: January 2024 edition. Dive into the recent public technical discussions and decisions made last month. Stay abreast of the evolving landscape in financial and sustainability reporting standards by accessing the EFRAG Update January 2024 PDF below. Stay ahead of the curve by exploring previous updates available on the EFRAG website. Don't miss out on valuable information that can enhance your understanding and preparation in this dynamic field. #Newsletter #EFRAGUpdate #CorporateReporting #SustainabilityReporting #EFRAG #FinancialReporting #IFRS #CSRD EFRAG Update January 2024
Like Comment
To view or add a comment, sign in
Crystal Rodriguez-Greaves, CFA

Chief Investment Officer at Unit Trust Corporation
4mo
Report this post
The CFA Society Trinidad and Tobago (CFASTT), in a landmark collaboration with the Mutual Fund Association of Trinidad and Tobago (MFATT) and the Securities Dealers Association of Trinidad and Tobago (SDATT), is hosting an essential industry discussion on the proposed Risk-Based Capital Adequacy and Liquidity Guidelines. These proposed guidelines have the potential to significantly impact Trinidad and Tobago's capital markets. This event offers a unique opportunity to: ➡️Gain first-hand insights into the proposed guidelines and their implications for your business. ➡️Engage in a critical discussion with industry peers and regulators, including representatives from the Trinidad & Tobago Securities and Exchange Commission (TTSEC). The TTSEC's presence underscores the importance of these guidelines. ➡️Witness a historic collaboration between CFASTT, MFATT, and SDATT. This is the first time these leading industry organizations have joined forces for such a crucial initiative, demonstrating their commitment to our capital market. ➡️Network with industry peers and build valuable connections. Space is Limited - Please contact CFASTT directly at the email provided to secure your spot and be part of this essential conversation
CFA Society Trinidad and Tobago

963 followers
4mo

CFASTT AGM FRIDAY JUNE 21, 2024 All Members, please note that the CFA Society Trinidad and Tobago's Breakfast Seminar and Annual General Meeting will be Friday 21st June 2024 at the Trinidad and Tobago Chamber of Industry and Commerce, Columbus Circle, Westmoorings from 8:00 am. Lookout for your invitation email along with AGM material. RSVP to the email by June 20th. The Seminar, scheduled to begin at 8:30 am, is focused on Understanding the Opportunities and Risks coming out of the TTSEC's proposed Risk Based Capital and Liquidity Requirements Bye-Laws. We have a distinguished panel of presenters that will discuss the topic including: Mr. Kester Guy, Chief Executive Officer - Trinidad and Tobago Securities and Exchange Commission; Sugrim Mungal FCCA, CA, MSc, Manager - Policy, Research and Planning - Trinidad and Tobago Securities and Exchange Commission; Sarodh Ramkhelawan, CFA Chief Executive Officer - Bourse Securities Limited & Chair, Capital Markets Committee - Securities Dealers Association of Trinidad and Tobago; and Abbey Mohammed, CFA Head - First Citizens Portfolio and Investment Management Services & President - Mutual Funds Association of Trinidad and Tobago. #TTSEC
Like Comment
To view or add a comment, sign in

1,897 followers

View Profile Follow

Jo Hall’s Post

More from this author

START, STOP, KEEP: Achieve Best Partnership Through Feedback

How do you keep your outsourced team members? 🤔

We Are All Hoomans: A Simple Approach To Onboarding Your Outsourced Team

Explore topics