Elevate Advisory Partners’ Post

Addleshaw Goddard Advised Effecta Compliance On Share Sale To ACA Group Team : Lowri LLwyd, Rachael Norris, Charlene De Souza, Lorna Dean, #SaarlaReddy, Rania Sallam, and Heather Gibson Link to read full News: https://lnkd.in/dXRpHiQm #AddleshawGoddard #EffectaCompliance #ACAGroup #RegulatoryConsultancy #FinancialServices #CorporateAdvisory

From Beancounter to Trusted Advisor. Explore the transformative journey of CPAs, transcending the traditional beancounter role to emerge as trusted advisors in the dynamic landscape of the new normal. #businessstrategy #exitstrategy #successonpurpose #businesssuccession #businessexitstrategy

From Beancounter to Trusted Advisor. Explore the transformative journey of CPAs, transcending the traditional beancounter role to emerge as trusted advisors in the dynamic landscape of the new normal. #businessstrategy #exitstrategy #successonpurpose #businesssuccession #businessexitstrategy

📢 Exciting news! Just wrapped up the first of three Financial Statement training sessions tailored for CEOs across Europe and Australia at a leading software company. 💼 Big thanks to Trivière Partners  for their trust and to Antonia Sarda for her dedication. 💪 #FinancialStatement #CEOTraining #SoftwareIndustry #TrivierePartners #ProfessionalDevelopment 🌟

Transparency is crucial to safeguarding their assets and maintaining their trust. As a limited partner, I prefer operators who pay their dues, have niche expertise, and a full-time team with professionals in key aspects of the business. Joseph Fang- May guest on the SIH Monthly Webinar Series #realestateinvesting #passiveinvesting #trackrecord #experience #expertise #teamwork #transparency #qualityoverquantity"

Another useful webinar for you. Remember what they say “everyday a school day”. Especially in our industry !! Hope you can make it.

Did you miss our practice management webinar last month? You're in luck, Jennifer M. Ramovs, Esq. is back to share how robust practice management can streamline operations, enhance client relationships, and accelerate growth. She'll be diving into specifics so be sure to reserve your spot today: https://okt.to/3DyCRe #LawFirmInnovation #LegalTech #PracticeManagement #ActionstepWebinar #FirmGrowth #actionstep #ActionstepEvents

Very much looking forward to Thursday evening's roundtable on the topic of #DORAcompliance. With the 17th January 2025 rapidly approaching, Stott and May Consulting felt that a 'Chatham House Rule' event for our customers and industry relevant counterparts, will help to open up the conversation and extinguish some of the blind concerns that may be shared amoungst various institutions. ✔️Explore methodologies to streamline compliance across the enterprise ✔️Identify future anticipated concerns & brainstorm practical solutions ✔️Share hurdles to progress to date & actionable advice ✔️Share recommendations on how best to document your journey ✔️The potential penalties on non-compliance & communicating internally ✔️Ideate on how best to acquire the resources required for DORA We have a slight overflow of attendees due to popularity of the topic - if anyone is interested in attending our 2nd session, feel free to reach out and we can discuss. #DORA #ITprofessionalservices #stottandmay #DigitalOperationalResilienceAct

SageView Advisory Group congratulates Kevin Schmeits and Doug Webster, AIFA®, CPFA, NQPC on being named to the 2024 Next Gen Advisors to Watch list, and Nick Lamb, CFA and John Majors, FSA, CFA, AEP on being named to the 2024 Advisors to Watch list for those managing under $1 billion by AdvisorHub! According to AdvisorHub: nominees were required to have a minimum of seven years of experience, $150m minimum AUM and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) and professionalism. Participation in this ranking is open to any firm or advisor and there are no fees for participation. #FinancialAdvisors #WealthManagement #NextGen #FinancialServices #AdvisorHub #AdvisorstoWatch https://lnkd.in/gTj6ZFjv

🌟 Client Feedback Spotlight! 🌟 We're beyond grateful for the trust and confidence our clients placed in us. Here's some of the testimonial that truly made our day: #AccountingExcellence #HappyClients #FinancialSuccess #AccountingFirm #TrustedPartners