KEES/Alford Executive Search’s Post

We are on the look out for a new finance rock to work closely with the SMT to help us plan, develop and monitor the next phase of our journey and to help keep us all on point and on track! 👇 #financemanagement #jobs #charityfinance #accounting

Finance Director

Super opportunity with leading organization

So, here's the deal: in estate planning, you might appoint someone to be a guardian for your kids and someone else to be a trustee to manage their finances. Why the division? Well, it's all about playing to people's strengths and ensuring the best care for your loved ones. Guardianship is all about caring for the well-being of your children – their day-to-day needs, education, and overall welfare. That's a big job, and you want someone who's up for the task, right? On the other hand, trustees handle the financial side of things, managing assets, investments, and distributions. It's like having two superheroes looking out for your kids, each with their own superpowers! By having different individuals in these roles, you're ensuring a balance of skills and expertise. Plus, it adds a layer of checks and balances to protect your children's interests. So, while it might seem a bit complex, it's all about setting up the best support system for your family. #EstatePlanning101 #CaliforniaLaw 💼

Let's answer another one of the most frequently asked questions: My loved one with special needs is already older. Isn’t it too late to develop a plan? Some people think it’s too late to begin planning if their loved one with special needs is already 17 and going to transition into adulthood soon. Others think it’s too late if their loved one is 20, 30, or even 50. The truth is that it’s never too late. Even if your loved one is middle-aged, working with a special needs life planning team now is vastly preferable to never doing it at all. In fact, planning is even more critical later on in a person’s life, as this is when the most significant transition can take place. When a primary caretaker(s) passes away it will be essential to have a plan in place that helps takes care of the funding, legal, and support needs that are critical to life. #finance #specialneedsplanning #specialneedstrust

𝐅𝐫𝐨𝐦 𝐂𝐡𝐚𝐩𝐭𝐞𝐫 10 “𝐈 𝐧𝐞𝐞𝐝 𝐭𝐨 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐰𝐡𝐞𝐫𝐞 𝐬𝐡𝐞’𝐬 𝐜𝐨𝐦𝐢𝐧𝐠 𝐟𝐫𝐨𝐦” By Ashley Ochoa (summarized from 𝘊𝘰𝘯𝘴𝘤𝘪𝘰𝘶𝘴 𝘊𝘩𝘢𝘯𝘨𝘦, by Jean Kantambu Latting and V. Jean Ramsey) “I was preparing for maternity leave from a small company where I reported to the Executive Director (Phil). He agreed to hire a new employee (Marcy) two months before I was scheduled to leave.   “I did not have a good relationship with Cecil [HR/Accounting Manager]. But Marcy had worked with Cecil at a previous company, and they were already friends.   “About a month before my leave, Cecil turned in her two weeks’ notice. What had been a steady-paced training process became a frenzied battle for Marcy’s time. Marcy seemed confused and uncertain. It weighed so heavily on my mind, I did something out of the norm—I called her on my way home.   “I finally understood the disconnect: Marcy had been misinformed. Phil and I had the same expectations, but Cecil had conveyed a different impression to Marcy.   “At this point, all I could do was tell Marcy that what she’d been told by Cecil had never been the plan and apologize for the misinformation.   “I was so glad I’d spent time with Marcy and pleased that we had built enough trust between us to make it possible for this difficult conversation. It took the Friday night phone call to break through to a new level of understanding.”   𝐑𝐞𝐟𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬 𝐨𝐧 𝐀𝐬𝐡𝐥𝐞𝐲’𝐬 𝐒𝐭𝐨𝐫𝐲 When Cecil unexpectedly resigned, Marcy went to Ashley for clarity. Ashley gave full attention to Marcy, an attribute of powerful listening skills. Marcy broached an uncomfortable topic; Ashley also deserves credit for establishing the environment that allowed Marcy to take this risk.   Ashley made good use of conscious use of self. It kept nagging at her that there was something she was missing.   This was also an example of Ashley understanding her power and using it responsibly. Marcy, as a nondominant, would not have felt comfortable calling Ashley after hours. Ashley Ochoa is a Licensed Master of Social Work in Houston, Texas. She earned her BSW from Brigham Young University–Idaho in 2009 and MSW from the University of Houston Graduate College of Social Work (GCSW) in 2011. At the GCSW, Ashley took Dr. Latting’s leadership course and was introduced to the Conscious Change skills. Read more in our new book, 𝘊𝘰𝘯𝘴𝘤𝘪𝘰𝘶𝘴 𝘊𝘩𝘢𝘯𝘨𝘦: 𝘏𝘰𝘸 𝘵𝘰 𝘕𝘢𝘷𝘪𝘨𝘢𝘵𝘦 𝘋𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘤𝘦𝘴 𝘢𝘯𝘥 𝘍𝘰𝘴𝘵𝘦𝘳 𝘐𝘯𝘤𝘭𝘶𝘴𝘪𝘰𝘯 𝘪𝘯 𝘌𝘷𝘦𝘳𝘺𝘥𝘢𝘺 𝘙𝘦𝘭𝘢𝘵𝘪𝘰𝘯𝘴𝘩𝘪𝘱𝘴, which will be published in July. We encourage you to preorder through our website, bookshop .org, Porchlight books, Amazon, or Barnes & Noble, links in comments.

Are you tired of inefficient policies holding you back? It's time to turn things around with effective policy analysis. In public administration, it's crucial to understand the importance of policy analysis and master stakeholder management. But that's not all - you also need to develop budgeting and fiscal management skills, improve your communication skills, and adopt technology in public administration. Here are the essentials to get you started: → Define key policies commonly encountered in public administration. → Explore tools and techniques for effective policy analysis. → Discuss how to implement these analyses to benefit public welfare. → Identify key stakeholders and detail strategies to engage and manage them effectively. → Highlight benefits of successful stakeholder relationships. → Outline the basics of public budgeting processes and present tools and techniques for budgeting and fiscal management. → Share examples of successful fiscal management in public sectors. → Understand the importance of clear and concise communication and effective communication strategies for different scenarios. → Learn tools to enhance communication skills, like public speaking and report writing. → Identify vital tech tools for public administrators and discuss ways to integrate technology into daily tasks. → Benefits of using technology in public services for efficiency. Ready to advance your public administration career? What strategies have you found useful in your career? Share your insights or ask questions in the comments!

❌ For a long time, I was the victim of being stuck in the same routine, wanting more but not changing a thing.... I was a supervisor at a child welfare agency for 5 years, managing a team of 4-6 case managers. Each case manager had about 40 children on their case loads and I had 25. 😨 To put that into perspective, a healthy organization had their case managers at about 25 children with supervisors managing 0. Everyday for 2 years I complained to myself, my husband, my boss. Until one day, my boss said "If you don't like it, why don't you just leave?" My reply: "I have no idea....." I really had to take some time to think about WHY I stayed for so long. Here are some reasons I came up with: 🔎 I got comfortable in the lifestyle. 🔎 I had NO idea who I was as a person outside of child welfare. 🔎 I was afraid of not being good at something new. 🔎 I didn't know where to start. 🔎 I was terrified that if I left, I would be more miserable than I was in that role. 🔎 I knew I was making a huge impact on my team and the population we were serving. 🔎 I became highly skilled in that industry. It felt good to be relied upon. If you're considering transitioning careers or industries, deep dive into your 'why'. Fast forward 3 years and I: 💯 Have a healthy work / life balance 💯 Earn more than I ever have 💯 See the beauty in continued learning 💯 Realize my potential 💯 Genuinely love the work I do You can have that too. It takes self-reflection, time, and effort, but it can be done. What are your career or industry stories? Are you considering transitioning? Are you in the middle of a transition? Do you have a successful pivot story? 💜 If I can help in any way, don't hesitate to reach out! I'm #opentoconnect and here to #support! #careertransitions #upskilling #learningjourney #newcareer #opportunities #childwelfare #socialwork #casemanagement #tech #projectmanagement #selfreflection #effort #earningpotential #continuedlearning #transition #transferrableskills #careercoaching