Propel Info’s Post

Tomorrow is the day! This free webinar is for you if any of the following are true: 1. You are a woman in leadership but you still feel frustrated trying to feel seen and heard. 2. You are a man in leadership who wants to understand the women on your team who are struggling. 3. You are a woman who wants to be in leadership and you need tips on how to present yourself differently. 4. You are ANY gender, trying to be a better ally. See you tomorrow at Noon CST!

Forget what you’ve been told—in business, it’s not who you know. It’s who knows you. The biggest breaks don’t come from the people you know but from those who recognize and remember you when it counts. Think about it—when investors, industry leaders, or top clients think of your field, does your name pop up? The key isn’t just skill or connections, but how visible and relevant you are to the people who make decisions. So focus on building visibility with the right people. It is not what you know. It is not who you know. It is who knows you. P.S. Here’s a look at those who joined our recent event in Portugal. Top global investors and business leaders gathered here. This wasn’t just another networking event—it was a real chance to get noticed. For those who presented, that visibility led to investments and partnerships. Being known by the right people can change everything.

Partners Jenny McKeown and James Quarmby have been named in the 2025 eprivateclient 50 Most Influential list. The list seeks to identify, recognise, promote and introduce the leading practitioners of the private client professions. Those that make it onto the list are considered the leaders when it comes to providing the best possible advice and service for clients. #PrivateWealth

What Makes a Great Board Member? By Diane Cross, Fraser President & CEO I have had the privilege of serving on numerous boards throughout my career including the 35 years as CEO reporting to Fraser’s Operating Board. Over the years, I have learned what truly makes a board member great. In my experience, individuals who have direct lived experience with your organization’s mission, products, or services are always the best contributors! Personal experience brings with it an unrivaled passion for success. To these board members, what you do really matters. Great board members must also have professional skills and competencies, with expertise in human resources, IT, finance, marketing, etc. Specific operational knowledge of the industry also adds value. These broad skills are essential for balancing board perspectives. Individuals who see themselves as good stewards and partners of the CEO are also critical. Although you don’t want a “rubber stamp” board that always says “yes”, you cannot afford to have board members who are toxic. The role of a CEO is challenging enough without having board members who do not conduct themselves in a professional and caring manner. The staff in an organization feel this tension when it occurs, and it definitely affects morale. Finally, board members who represent diversity in its broadest definition will add value to decision-making. Robust discussions with differing points of view are necessary for boards to fully vet ideas and improve the organization. I belong to an organization called WBL (Women Business Leaders of the U.S. Health Care Industry Foundation). If you are looking for great board talent, go to their website at www.wbl.org! 

Business Minister Richard Lochhead co-chaired a meeting of the Life Sciences Industry Leadership Group. Mr Lochhead laid the foundations for a new growth strategy publishing in 2025. Life Sciences is worth more than £10 billion to Scotland, supporting 44,200 jobs.

State of the Region Summit is back!!! Don’t miss this high-energy, half-day event where business leaders come together to collaborate, network, and unlock winning strategies for 2025 and beyond! 💼✨ Join us for a dynamic event featuring insightful discussions, collaboration, and relationship-building. The summit will kick off with a moderated conversation with two local leaders, followed by engaging breakout sessions, including: 🔮 2025 Outlook: Three executives share their key focus areas for the year ahead 🏙️ Downtowns: What’s now, what’s next, and what’s needed to thrive 🌍 What if the region was your client?: An interactive discussion on solving the regional identity puzzle Don't miss this chance to gain fresh perspectives and make valuable connections! Meet the speakers and register before it sells out!!

Hats off to the NABA INC. Planning committee and everyone who played a role in curating such an inspiring week at the 2024 NABA convention. So honored to have been part of the delegation that represented the CLA (CliftonLarsonAllen) family at this years convention. My heart is full and my spirit energized! As I reflect on the week that was, I am inspired and challenged to be a part of the solution that will improve and increase diversity and representation in the accounting profession. Key takeaways from the conference that really fed my soul: 1. Embrace your power and own your story. 2. There is nothing more powerful than what follows “I am….”. How do you define yourself? What are the stories you are telling yourself? 3. Do you have your personal board of directors? Key ones to have- A mentor, a banker, an attorney and an accountant (CPA). My additional personal favorite- a therapist! 4. The power of relationships. Invest in relationships. 5. AI is here to stay. Lean in. Embrace it. Master it. Let it create opportunities for you! 6. Embrace your weaknesses and lean in to them. If you don’t practice what you are not good at, you cannot get better! 7. Be a part of the FLOW! Foster Leadership Opportunities and Wealth! #NABAFlow

💼 Business leaders, voting isn't just a civic duty—it's a strategic move for our economic future. Be ready to vote for the people who will help you meet your business goals! Join us for Meet the Candidates 2024 to meet the people running for office and to learn where they stand on issues that impact your business. Learn more and sign up to attend ➡ https://bit.ly/pisj2024

📢 Come and join the conversation around getting your business 'sale-ready' at The Gleneagles Townhouse in Edinburgh with IoD Scotland. 📢 Even if you’re not currently considering selling your business, succession planning, or investing, we believe in being prepared and fostering short-term growth and resilience. What you can expect to learn from our three esteemed Business Leaders if you attend this exclusive event:  **Gain insights into the critical strategies, challenges overcome, and lessons learned throughout the journey to a successful exit. **Learn how to spot potential investments and make decisions that ensure long-term success and growth. **Understand the tactics that have propelled other businesses to thrive and secure profitable exits. Live case study examples will be shared. Don't miss out on securing your place – a few spots are still available. We aim to keep this event intimate to encourage open and honest conversations among the attending business leaders. (This is a learning and networking event, not one where you'll be sold to.) Book your place today. 🙌 https://lnkd.in/em-V7idW

Our latest Chamber Report is out! It's been a full few months at the Chamber, check out the report to catch up on everything we've been up to. Highlights include: - People First launch - New mayors come together for Impact event - Local leaders gain insight from the Upstate - Lowcountry Careers Collaborative enters new phase - Young professionals learn from CYP alumni - Lowcountry Minority Business Partnership releases resource guide Read the report here: https://bit.ly/3W5KyWn