The First Bank’s Post

Are you looking to transition to the independent world? Check out the Independent Insurance Agents and Brokers of America young agent spotlight to read about Nnamdi's journey and explore stories of other agents who have made this transition! #isgunited #independentinsuranceagent #insuranceindustry

So many learnings from our Institute of Directors Ireland event yesterday evening for our CDir Network members, kindly hosted by Deirdre Ashe CDir, Bank of Ireland Insurance Services. Our experienced panel of speakers (Aongus Hegarty, Margot Slattery, Gavin Kelly, Deirdre Ashe and moderator Martin D. Shanahan) shared their insights on how Equality, diversity, and inclusion (EDI) starts at the top of the organisation. Learnings for me included: Being aware of unconscious bias. Get educated. Succession planning is key. Measure success. Language matters. Prepare for the Long-term. Boards must develop viable plans for the future and beyond.

Embracing your culture is what makes you different. It is important not to shy away from who you are (at the core) as you progress in the corporate or business world.

So proud of these folks and their achievements! All have been elevated as Platinum Advisors, recognized for their unwavering support and guidance to their clients. Samira Arikat, @Brian Armstrong, Shawn Bowen, Jeremy Mesches & @Sean Navage The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practic­es and team structure, may also be used to determine recipients. Platinum Council levels are based on the previous calendar year's gross revenue, and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, Sapphire – Next 8%, Pearl – Best Practice Adopters with a minimum production $750k.

Please join me in recognizing the Greater Georgia Market 2024 Platinum Council Advisors! The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. Platinum Council levels are based on the previous calendar year's gross revenue, and are defined as follows: Diamond – Top 15 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, and Sapphire – Next 8%

The #Bermuda #insurance #reinsurance market #capital & #capacity have never been more important in the evolution of risk. See you on island March 13-15.

Today, SterlingRisk celebrates a significant milestone - the 10-year anniversary of our values-based cultural initiative. We embarked on a pre-planning phase to define our company values and engaged an organizational culture consultant PeopleInk, Inc.., to assist us in the process. After months of hard work, we held a two-day all-day workshop with a cross-section of 25 employees from all levels of the company to define our five core values: Integrity, Innovation, Collaboration, Care & Respect, & Excellence. On May 2, 2014, we unveiled our SterlingRisk Values Blueprint to all our employees at the Crest Hollow Country Club in Woodbury. It was the perfect day, the sun shined brightly and spirits soared, as we all came together to celebrate and launch our new values and culture. Our decisions during this time continue to have a positive impact on the organization. We're proud to say that our SterlingRisk Values Blueprint is shared with all our employees today. We want to take this opportunity to thank everyone who has been a part of this initiative. As we celebrate this milestone, we're committed to continuing to live our values every day, and we look forward to the next ten years+ of our values-based cultural initiative! Remember, a journey has an end, but an initiative continues. #sterlingrisk #values #culture #greatplacetowork #integrity #careandrespect #innovation #collaboration #excellence #innovation

This is our 12th episode of Class Conversation and it was great to record this discussion with the Managing Director of Marsh Trade Credit UK Graham Bristow This was fun to record as anyone who knows Graham, knows he's not shy in giving his honest opinion 😂 In this conversation we discussed the following - > The younger generation of brokers and what they require from roles > How has the broker and underwriter role changes over the last 40 years > Are underwriters being aggressive enough? > Are brokers confident selling particular products? > What could underwriters do to help brokers grow the market? >What is the one thing that underwriters do that annoys brokers? > What does "High Performance" mean for Graham Bristow Please enjoy the discussion on the following link: https://lnkd.in/ehVtsFzg Markel International #tradecreditinsurance

To kick off 2024, I’ve answered a few questions about Arbuthnot Latham and my role here, please see the article below. If anyone in my network would like to explore a private banking relationship, or knows someone who might, please do get in touch.

✈ Let me tell you where I was last week! ✈ I went to Minneapolis to speak on a panel for the National Credit Union Association’s DEI Summit on Sustaining DEI with a Diverse Board. This year's theme was Here to Stay! I was joined by my colleague Stephanie McCaine as representatives for the Hudson Valley Credit Union, Amy Nelson, Oscar Porras, I- CUDE, and Peter Hand, who represent Point West Credit Union. The phenomenal Lynette Smith from Quantum Governance, L3C was our moderator. 🥡 Here's my 3 takeaways from the session 🥡 ☑ Commit to the DEI discipline on a board level. Financial inclusion is the responsibility of all credit unions as a "cooperative of people helping people." The purpose is to create pathways for access and sustainable prosperity for everyone, no matter their socio-economic status or identity. How will your board be a catalyst to bring this to fruition? ☑ Elect Board Members who reflect your membership (or desired membership); admittedly, your Board may never fully represent your community, but that doesn't mean you shouldn't try. Solicit candidates based on skills and gaps (even cultural ones) required to meet your business, #equity, and #inclusion goals. Board members serve as a critical voice in the management of the organization and need to be equipped with the people and tools to deliver impact. ☑ Don't stop. Despite the distorted rhetoric around DEI, lean in. Ensure management bakes it into their strategic plans, regularly reports on progress, and that you hold each other accountable. You can only do this by creating an environment of trust and mutual understanding, so don't be afraid to have a frank dialogue about what is being done well and what needs to be improved. Everyone is at different starting points, and that's okay. Just keep moving forward and aspire to be better than before. There are so many more takeaways, but I have to watch the video to remember! It was incredibly inspiring to be surrounded by so many people who truly cared about the importance of creating financial inclusion for all and saw DEI as their responsibility as major financial institutions serving their communities. NCUA Chairmen Todd Harper said it best, "If done correctly, diversity, equity, and inclusion initiatives can and will narrow the income gap, support a robust and growing middle class, advance equity, and make our democracy stronger and more resilient." ➕ BONUS ➕ : It also happened to be the week of the Gala Choruses Festival, which attracts the LGTBQ+ community, so the city was brimming with people from across North America and the world, plus all those who came to the DEI Summit. It was truly spectacular to see so much diversity in one place and be enveloped by Minnesota's niceness! Photo credit: Thank you to the wonderful woman who shared this photo with me. #NCUA #HVCU #DEI #Boards #Leadership #NCUADEISummit2024