184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership Jeffrey Tomaneng and Kathleen Kenealy, CFP®, CPWA® are joined by 2024 FPA National President Claudia Kane CFP®, CDFA®, CIMA®, CPWA®, ADPA® of Beacon Wealth Strategies. We'll hear about her journey overcoming personal struggles early in life to build a financial advisory practice from wirehouse to independent broker-dealer and her plans to lead FPA and advance the financial planning profession. #fpane #wickedpissahpodcast #financialplanning #fpa #leadership

For those of you who noted Alvina Vasquez’s piece I shared a couple weeks ago about titles sometimes mattering, this is who I was talking about. Vicki Erfurdt is GBSM’s rock. Amidst our merry band of management, communications and political brains…Vicki is the clear financial brain, rhythmic heart and steady hand of the firm. Over the last 20+ years, she has deftly navigated recessions, leadership transitions, pandemics, staff reductions and the remarkable growth we have seen in the last couple years. A month or two ago, I realized that I always talked about her…and that, when talking with people outside the firm, I would say that she was “essentially our CFO.” But the only reason I used the modifier, “essentially,” was because it wasn’t her formal title. That felt disrespectful. And like I wasn’t properly elevating the C-Suite, leadership role she plays for our business to external audiences. And I wanted everyone who encounters GBSM to know that Vicki is not just a leader in our firm, but a C-Suite executive that drives our success. So I ignored my “titles don’t matter” belief and promoted her to CFO. Vicki and I have worked together for nearly 20 years. There is no way that the firm would be where it is today without her. And there is no way that I would have become the leader I am still striving to be without her. #leadership #finance #titlesmatter #finance #consulting

Do you have a plan for leading this busy season? You've heard it before: the firm should be your number one client. But it's easier said than done when you're over your head in existing client work. CPA firm leaders must prioritize the firm. Learn more in our book, The Role of the Managing Partner: The Definitive Guide to CPA Firm Leadership, at https://lnkd.in/gje--V3t. #practicemanagement #cpafirm #cpa #managingpartner

🆕 Tenney Minute ⤵ https://lnkd.in/dEie5nQ7 🤝 In M&A, being a skilled negotiator is crucial, but being a good person can make all the difference. This video emphasizes a key lesson: being likeable and genuine in your approach can help ease even the most complex transactions. How has being a good person helped you in your career? #MergersAndAcquisitions #Leadership #Negotiation #RelationshipBuilding #Trust #BusinessGrowth #Operations #ThoughtLeadership

Leadership, is about resilience and authenticity—facing challenges head-on and transforming them into opportunities must read #TheJourneyOfLeadershipBook featuring insights from Francisco D'Souza

Happy Presidents Day from Risk Strategies! Today, we honor the dedication and vision of past leaders who have shaped our nation. Wishing everyone a day filled with reflection, inspiration, and gratitude. #PresidentsDay #Leadership #RiskStrategies

Happy to share that am been received copy of featured on the cover of The CEO Magazine! and Memento for 20 Inspiring Business Leaders to watch in 2024. in recognition of my exemplary leadership while serving as Chief Executive Officer ., Verch consulting LLP Thanks to all esteemed Clients, Team members, Friends, well wishers for being with me always #VerchConsulting #Innovation #Leadership #Dr.Venugopal "

The next speaker at Boardroom Sessions is Kutloano Molingoane, who talks us through the different types of business structures and the critical role of directors. She explains the duties and responsibilities of directors, highlighting the importance of avoiding reckless trading, as it can negatively impact your business. Kutloano stresses the need to carefully think through decisions, review your finances, and feel comfortable speaking to an auditor if you’re unsure. She also touches on the legalities of being a sole director, sole CEO, and sole chairperson of the board, shedding light on the legal responsibilities tied to these roles. #BoardroomSessions #MyDough #KHRAttorneys #BusinessStructures #DirectorsDuties #CorporateGovernance #Leadership #FinancialManagement

If you haven't explored #BusinessChemistry, give it a look. It's a fascinating way to understand your own leadership styles and improve your working relationships. I'm an Integrator/Guardian, which means I'm empathetic, diplomatic, and detail-oriented. What's your type? Learn more in a new blog by Deloitte’s Kim Christfort.

Want to Read something this week? Readers will learn how to: Assess your personal leadership approach and style objectively. Discover their true mandate as a leader. Develop creative, actionable ways to reinvigorate both themselves and their organizations. Create a personal commitment plan to inspire their team and cement their legacy. When the pressure is on, many of the world’s top CEOs turn to McKinsey & Company to reinvent themselves and their organizations. The Journey of Leadership brings the experience of one of the world’s most influential consulting firms right to your fingertips. This book is the first-ever explanation of McKinsey’s step-by-step approach to transforming leaders both professionally and personally, including revealing lessons from its legendary CEO leadership program, The Bower Forum, which has counseled more than five hundred global CEOs over the past decade. It is a journey that helps leaders hone the psychological, emotional, and, ultimately, human attributes that result in success in today’s most demanding top job. #TheJourneyOfLeadershipBook #McKinsey https://lnkd.in/gy2_saFw