Congratulations John Ataman! This week we celebrate you as QCA’s Member of the Week! Before joining QCA, John spent 19 years with PNC Bank, serving the last 12 years as Senior Vice President. Over the course of his career, John has worked in relationship management, business development, loan syndication, marketing, and medical imaging. John’s rich experience has provided valuable insight to QCA since 2021. Due to John’s positive experience with QCA he was inspired to graduate from an Ascent Member to a Regular Member. We thank you, John, for your active commitment to our entrepreneurial ecosystem!
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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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It’s fair to say this post has sparked some debate! For what it’s worth, I believe that acknowledgement of distinguished service at the highest/state level is important and should be encouraged and applauded. My unease with the recent honours list is not that I think CFOs are undeserving of the award, but how poorly all the other fabulous, dedicated, and hard-working staff are represented. In summary: I don’t necessarily want to see less CFOs on there, but I do 100% want to see a greater representation of the diversity of ranks and roles and people the Service employs. I wanted to check whether this most recent list was a one-off in terms of representation and discovered the following: In England and Wales alone, between June 2019 – June 2024, a total of 51 Q/KFSMs have been awarded, of which 30 have been for current or recently-retired CFOs (59% of the total). CFOs do not represent 59% of their workforce, so I am still of the opinion that representation of the Fire Service at the state level should be more diverse. I’ve also looked into the Ambulance Service figures for England and Wales over the same time period. Total Q/KAMs awarded = 39, total awarded to CEOs = 1 (3%). I didn’t post originally to “bash” the Service (one I was in for 15 years hence feeling like I could express my concerns): quite the opposite. It’s because I have had the honour of working for and with so many people who won’t seek praise or promotion necessarily but would be thoroughly deserving of their time at Windsor Castle and to have that KAM against their name, that I feel that the nominations and awards process could do so much better in helping to achieve that.
I’m going to stick my neck out on the line here, but does anyone else feel that it’s somehow inherently wrong that 100% of the KFSMs awarded today are to Chief Fire Officers? Is there genuinely no one else in the organisation worthy of the honour? Congratulations to them and all that, but it feels these days like it’s a rite of passage for CFOs, which surely defeats the object somewhat!
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Proud sharing this Forbes article on MidFirst Bank and what makes the bank's culture and ownership so unique. If a banking partner that prioritizes YOU first is important to you, maybe MidFirst Bank is a right fit. Let's talk. #MidFirstBank #CommercialBanking Tony Ghigo Stacie Gries
Over the last decade, MidFirst Bank has experienced remarkable growth. Chairman and CEO Jeff Records has spearheaded this growth during his 40 years of leadership, strategically guiding MidFirst to become the largest privately owned bank in the nation. MidFirst's success links directly to our exceptional customer service, our dedication to our communities and our commitment to our employees. Learn more in this new article in partnership with Forbes. https://lnkd.in/gPzag9Rt
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We proudly added our 2023 Honor Club block to the trophy, and it means the world to us. This award is not just a recognition—it’s a reflection of our mission to protect lives and families. We’ve got big goals ahead, a growing team, and plenty of opportunities to improve, so we can continue serving our customers even better! #HonorClub #MissionDriven #TeamGrowth #LifeInsurance #HomeInsurance #AutoInsurance #InsuranceProtection #ProtectingFamilies #InsuranceGoals #CustomerFirst #HereForYou #ProtectedbyPlank
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Corporate Partner Relationship Manager | Sales & Distribution | Coach & Trainer | Broker Relationship Management| Product Management
The Aviva Conference is always a brilliant day and our 2024 Conference was just that! It's always great catching up with our Brokers and listening to their insights, and help us understand what's going great, and how we can work better together to grow into the future together. Certainly exciting times ahead! #aviva #brokerconfernce2024 #insurance #partnership #workingtogether
A fortnight on from the Aviva 2024 Broker Conference, I would like to share a few highlights from the day. Thanks to all of our Brokers who attended and provided us with great feedback.
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🎉 Today, we proudly added our 2023 Honor Club notch to the trophy, and it means the world to me. This award is not just a recognition—it’s a reminder of the challenges we faced in our early years and, more importantly, a reflection of our mission to protect lives and families. Even more exciting, we’ve already qualified for 2024! 🙌 But our journey for this year isn’t over yet. We’ve got big goals ahead, a growing team, and plenty of opportunities to improve so we can continue serving our customers even better in 2025. Here’s to the future! 🚀 #HonorClub #MissionDriven #AlwaysImproving #TeamGrowth #Grateful #LifeInsurance #HomeInsurance #AutoInsurance #InsuranceProtection #ProtectingFamilies #InsuranceGoals #CustomerFirst #HereForYou #InsuranceProfessionals #FutureFocused #LocalInsuranceAgent #LikeAGoodNeighbor
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Having a group of peers in your corner can be transformative for your career–especially when you’re an emerging professional. That’s why joining TSCPA and other professional organizations can be critical for boosting your network and career. But don’t just take our word for it! Members like Zachary Plattner, CPA, Senior Accountant, Compass East have seen first-hand how joining TSCPA can make a difference.
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Great article about MidFirst Bank.
Over the last decade, MidFirst Bank has experienced remarkable growth. Chairman and CEO Jeff Records has spearheaded this growth during his 40 years of leadership, strategically guiding MidFirst to become the largest privately owned bank in the nation. MidFirst's success links directly to our exceptional customer service, our dedication to our communities and our commitment to our employees. Learn more in this new article in partnership with Forbes. https://lnkd.in/gPzag9Rt
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Financial Literacy is fundamental! I feel privileged to join forces with Exceeds Expectations, Inc. #Community #FinancialLiteracy
We are pleased to announce the appointment of Anthony J. Mondaine Sr. as our newest member of the board of directors. His expertise and experience will be a valuable asset to our organization. Anthony currently holds the position of AVP, Branch Manager at PNC Bank and is deeply committed to community service. He is actively involved in the Independence Missouri School District Board and Jackson County Children's Services Fund. Additionally, Anthony serves as the Senior Pastor at First Christian Church in Independence, MO. Above all, he is a dedicated father of three and husband. With Anthony's background in retail banking and his strong community leadership experience, he brings a wealth of knowledge and skills to our Board. His focus on teamwork and servant leadership will undoubtedly contribute to our organization's success and growth. Welcome to Exceeds Expectations Board, Anthony!
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Great interview in Insurance Post this week with our UK CEO Michael Rea covering everything from record-breaking revenue and recruitment of talent to rates, deal rationale and rugby – as Gallagher becomes the first broking firm to break through the £1bn revenue barrier in sister title Insurance Age’s annual Top 100 UK Insurance Brokers. While scale is valued at Gallagher, Michael tells Jonathan Swift why it will never be as important as consistent and sustainable growth: “Scale should not be just for vanity. It is only important if you do something with it: bring the best possible solutions to clients and make sure you get the best insurer deals in the market. We are really focused on growing the business year-on-year because that means a few things: it makes us investable, whether that is in people or tech platforms. So having growth and cash flow is important and that is what we tend to focus on.” For the full UK broker rankings from Insurance Age, head here > https://lnkd.in/dphVhXNF
Having taken on the Gallagher UK CEO role at the start of the year, Micheal Rea talks to Jonathan Swift about breaking the £1bn revenue barrier, the benefits of scale, putting M&A on hold and why the market is in transition in terms of rates. https://hubs.li/Q02SvktM0
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