Leadership Howard County’s Post

As an independent RFG Advisory advisor who has worked with Shannon Spotswood for many years, I can tell you that CMC Financial is pumped about the direction of our firm! We are super excited about the opportunities we have to help clients on a deeper level and to help them achieve all of their goals and objectives! #comprehensivesolutions #financialplanning

🌟 Attention Non-Profit Leaders and Board Members! 🌟 In non-profit management, understanding the intricate balance between mission-driven initiatives and rigorous governance has never been more crucial. As an attorney with over 25 years of experience in non-profit law, I have witnessed the myriad challenges that organizations face—from managing sudden influxes of funding to navigating the complexities of dissolution. 🚨 The reality is clear: without a solid foundation in governance and compliance, non-profits are significantly at risk. It's not just about maintaining standards, but thriving in a sector that’s as rewarding as it is demanding. That's why I'm excited to announce our upcoming Board Retreat Webinar Series, designed specifically for non-profit executives and board members. This four-part series will equip you with the crucial skills and knowledge to ensure your organization not only survives but thrives. 📅 Starting April 30th, we'll cover: ** Strategic Policy Development - Building frameworks that foster long-term stability. ** Financial Oversight - Ensuring funds are managed with transparency and accountability. ** Regulatory Compliance - Navigating the complexities of non-profit law to maintain good standing. ** Risk Management - Identifying and mitigating potential threats before they become problematic. Each session is crafted to address the unique challenges faced by non-profits, providing you with actionable insights and proven strategies. 🔗 Reserve your spot today! Spots are limited, and the stakes for non-profit leaders have never been higher. Don’t miss this opportunity to enhance your leadership skills and secure your organization’s future. 🔗 Register Here! https://lnkd.in/gdwinC-a Let's empower our missions with the knowledge and tools necessary for sustainable success. I look forward to seeing you there!

''Life is a matter of choices, and every choice you make, makes you..'' John C. Maxwell. The above quote is relevant when it comes to managing wealth, selecting the right wealth management company is paramount. Each choice we make in this regard significantly impacts our financial future, shaping our path towards prosperity or potential pitfalls. From International education fee planning to retirement planning, estate planning, and beyond, a wealth management company plays a pivotal role in helping individuals and families achieve their financial goals. I am proud to share, once again, the major achievement of Carrick Wealth in its mission of helping people preserve, protect, and grow their wealth. We are the best at what we do while doing what is best for our clients. #wealthmanagement #financialplanning #offshoreindustry #financialeducation

Here's to 4 Years Celebrating the incredible journey of Sieg Stander and Meyer Bosman, who joined our PWM Mossel Bay team from Old Mutual 4 years ago on the 1st of March. Your dedication and expertise have been integral to our success. Here's to many more milestones together! Private Wealth Management (Pty) Ltd | An Authorised Financial Services Provider | FSP 50787 | https://bit.ly/48dARcz #WealthManagement #GlobalMoneyWeek #SAEconomy #FinancialPlanning #PlanningAhead #FinancialManagement #FinancialWealthManagement

Please join us in congratulating JAH partners S. Kyle Agee, David Lewis, and Holly Norvell for their inclusion in the Chambers and Partners High Net Worth Guide 2024! Click the link below to learn more. https://lnkd.in/eh8kJD_r #ChambersandPartners #PrivateWealth #ChambersHNW #TrustsandEstates #JAHLaw

What is motivating the next generation of industry leaders to enter the senior living industry? In some cases, the opportunity to contribute to the legacy set by their parents. Jason Zuccari with Hamilton Insurance Agency sat down with Juniper Communities' Lynne Katzmann and her son, Andrew Katzmann with Columbia Pacific Advisors, LLC, to explore the values attracting the next class of senior housing leaders and how mentorship between current and future executives helps to shape creative solutions to industry challenges. More in the NIC Insider: https://hubs.li/Q02mpt870 #SeniorHousing #OlderAdults #SeniorLiving

Team Dimply wish all our clients, partners, shareholders, and supporters a pleasant and peaceful celebration for those of you who celebrate Easter 🌼🐰. May this time bring you a renewed energy for growth and prosperity both personally and professionally 🌷🌟🐣 Jackie (Jac) Dunne Colm McLoughlin Johnny Kane Adhip Gupta Eoin O'Shea Cathal Nally Richard Fortune 🎱 Graham Baitson Sean Holden O'Neill Felipe Soares Jakub Matuszewski Peter Barr #customerexperience #datadrivenexperiences #openbanking #bankingsolutions #bankingtechnology #PensionTechnology #PensionExperiences #embeddedinsurance #embeddedexperiences #datadriveninsights

The Co-op Model..... How did any of us find out about the cooperative business model? I learned by accident. Our organization was looking for a new kind of business structure to have a community owned classic amusement park museum. When our local amusement park (Whalom Park) closed the surrounding communities were upset that our park wasn't going to open and no one asked us what we as the citizens of those communities wanted. Then it was stripped and sold for development before our eyes. In one of our many meetings we had at my house one guest said that it sounded like a ski mountain her friends owned shares of. After that meeting I Google searched that information and found the Mad River Glen Cooperative MRG a skier owned mountain. For the next two years of researching MRG and co-ops in general we formed our organization as a consumer cooperative called the New Whalom Cooperative. As a business model it makes sense for us but it makes sense for many businesses but it's so hard to find all the information and tools needed to create a co-op. In today's world you can set up a business structure through a website in 5 minutes but you can't find a way to do that as a co-op. Why is that? Over the years since I've/we've found more resources and great people who help guid our co-op journey. One of those resources is the Everything Co-op radio show hosted by Vernon Oaks. For 11 years the show has dived into many types of co-ops and different programs that help educate and create cooperatives. Within this episode referenced here in this post the question arises. How can we market the co-op business model more? It's the business worlds best kept secret. How many of you have an account at a credit union? Did you know that a CU is a financial cooperative?! I didn't either. As cooperators we need to spread the word about the co-op business model. October is co-op month and if you have a platform you need to post, share or download as much information as we can so maybe in the future any cooperators can structure there co-op business on that same site that only takes 5! minutes....

Happy to contribute my #charitablegiving thoughts for this article!