YCharts’ Post

Looking forward to the conversation. Embedded finance has been on the rise and will be the path forward if you want to meet customers when, where, and how they want to be engaged. #embeddedbanking #futureofbanking

Kicking Off the Final Day! We’re starting the last day of the forum with a Sponsored Session by CarringtonCrisp featuring Ian Hawkings on The Future of Lifelong and Executive Education: Leveraging Data for Successful Negotiations. Discover how data-driven strategies are transforming executive education and shaping impactful negotiations. Let’s end this journey on a high note! 

The official recap of our AGM is here! A reflection on another year of growth and positive impact, with almost 1,500 members, partners, and staff joining us to hear all about it. So, as promised, we've put together a blog with just a few of the key quotes and most important highlights for anyone who missed out... 👇 https://lnkd.in/efBqzWM8

It's always fun to talk about about a subject matter you are so passionate about. 🎤 I truly am grateful to have met Lily Vittayarukskul and Evan Ehrenberg who are almost as passionate as me 🤣😜 about care planning. Partnering with Waterlily Planning is going to help more people prepare for the unintended consequences of not having a long term care plan in place. Reach out to #TeamBarnette and Financial Independence Group to learn more about our partnership and how we can change more lives. #Waterlily #careplanning #PredictiveAI

Are you attending the DCUC Annual Conference in Tampa this year? I'll be there, eager to engage with fellow credit union leaders about the evolving landscape of executive compensation. Here’s what we'll focus on: - Adapting to Regulatory Changes: Discussing strategies to ensure compensation plans remain compliant and optimized amidst evolving regulations. - Proactive Compensation Planning: Exploring how credit unions can proactively adjust compensation strategies to safeguard against potential economic uncertainties. - Networking and Learning: I look forward to exchanging insights and experiences with peers on the latest trends and challenges. If you’re at the conference, let’s connect! I am excited to discuss how PARC Street Partners can assist in achieving your strategic goals. Feel free to reach out, leave a comment, or join one of our webinars for more insights on robust compensation planning.

If you're interested in serving on the board of a government body then I cordially invite you to join my colleague Edward and the incredible panellists for this session. See details below. Meanwhile I am super excited about our next health Insights session, with outstanding panellists. Watch this space! #NonExecutive #Board #Government #Governance

Jake's letter talks about Morgan Housel's latest book "Same as Ever".  I bought and read this book immediately after it came out. A great read - I highly recommend it. In the book, Housel emphasizes the aspects of our lives and world that DON'T change, especially about the human psyche. Desire, greed, fear, anxiety - all things that are a constant in people. These constants, to an extent, equate to the predictability of our world. By better understanding how people react to news, turbulent markets, and uncertain political climates, we as advisors can more effectively guide our clients. Our investment philosophy focuses on DISCIPLINE - chasing short-term returns and immediate satisfaction won’t take you far, nor will it last.

Our 2024 B Corp impact report is out - find out what we've been up to and how B Corp has impacted us and our work: https://buff.ly/3K6sQvh

🌟 Attending the Financial Brand Forum? Join Sinclair Finance for Unparalleled Growth Opportunities! 🚀 Are you ready to increase your presence in the financial services sector? Look no further than the Financial Brand Forum in Las Vegas, and here are FIVE compelling reasons why you should join me and Sinclair Finance at this prestigious event: Over 3000 senior-level banking executives will be at The Financial Brand Forum 2024 when it kicks off May 20th.    1. Exclusive Insights: The Financial Brand Forum gathers industry leaders and visionaries to share invaluable insights and trends shaping the future of finance. As a participant, you will gain access to innovative strategies and innovative approaches that will drive your business forward. 2. Networking Opportunities: Connect with like-minded professionals, 1-4 attendees are C-Level, Execs, industry experts, and potential partners at the Financial Brand Forum. Engage in meaningful conversations, forge new relationships, and explore collaborative opportunities that can propel your growth trajectory. 3. Educational Workshops: Attend workshops and sessions tailored to the needs of financial services professionals. From marketing trends to customer experience strategies, these educational sessions will equip you with the knowledge and tools necessary to stay ahead in a competitive landscape. 4. Sinclair Finance: Join me at the Financial Brand Forum to unlock the full potential of your advertising strategies. With Sinclair Finance's experience and advanced technology, we will drive impactful strategies and propel growth across various sectors, including auto insurance, property insurance, commercial banking, consumer lending, mortgages, credit cards, health insurance, life insurance, insurance brokers, investment advice, retirement planning, and loan services. 5.One-on-One Time with Me: Reach out to me prior to the event to schedule a one-on-one meeting there. Receive campaign needs analysis and ad platform integration insights tailored to your specific needs. Let us collaborate to optimize your marketing efforts and achieve unparalleled success in the financial services arena. Do not miss this opportunity to expand your knowledge, network with industry leaders, and leverage Sinclair Finance's expertise to drive your business to new heights. Reach out to me today to schedule your meeting at the Financial Brand Forum. Let us chart a course for success together! #FinancialBrandForum #SinclairFinance #FinancialServices #Networking #GrowthOpportunities #MarketingStrategies #Compulse #SinclairDigital #SinclairBroadcast #targetfinanceadvertising #Collaboration #financialservices #IndustryInsights #OneonOneMeeting #Q&A #CindyCrawford #ScottGalloway #Tia White #BoninBough #JimGaffigan #WorldClassSpeakers #AI #MachineLearning

For leaders of Canadian private companies and family businesses, the decisions they make now will largely determine their success in the future. It’s time for private leaders to uncover the art of adaptability. Learn more at our Designed to disrupt conferences happening this fall in select cities near you.