Kimberly Coerr’s Post

'If Not Now Then When?' would like to thank SME News for their recent nomination and subsequent award within their Greater London Enterprise Awards 2024. 'If Not Now Then When?' has been awarded: Best Business Strategy Consulting Firm 2024 - East London 🎉 "Over the years, this popular programme has cemented itself as the go-to guide to the best of the London business market, showcasing the trailblazing companies and individuals that are driving growth and innovation in the English capital." https://lnkd.in/eeCRW_Qz

Your Might Need a Board of Directors – Here’s How to Get One

Last week, the annual #EBRD Nominee Directors Conference was held in London with the theme: #BoardPsychology. It was filled with fascinating sessions, top-notch speakers, and panelists ranging from practitioners to academics, advisors and coaches. The Equity EBRD Team did an exquisite job pulling it all together, and a major shout-out goes to #JustinRobertson for coordinating the entire event. Just few takeaways: ✅ ECONOMIC OUTLOOK. There’s no likely return to much lower rates any time soon, and there will be a major budget pressure due to increased defence spending. Big question is how public views on green transition will evolve and impact the timing and depth of the green policy implementation. So the situation will remain volatile for some time. ✅ BOARD CULTURE. Focus on Board’s diversity, the need for different experience/background and finally making it a real and major agenda topic. The debate in the Board should be encouraged and cherished. It can only be accomplished having diversed team in the Board. ✅ BOARD DYNAMICS. 7 patterns of how Boards operate ignited lots if reflections. The concept of “passive rubber stamps” stood out to me, where a few Board Members ( perhaps even just one) hold the ability to influence decisions whilst others play not active role. It’s quite opposite to the point above but still sometimes the case. ✅ MINDFULNESS. This topic is always intriguing. The emphasis on being non-judgmental throughout the process is both insightful and challenging at times to implement. ✅ ARTIFICIAL INTELLIGENCE. Probably the most discussed topic these days. AI can be integrated into Board meetings as well! It’s always good to be back in London, particularly with such significant Polish contingent joining this year’s conference. I guess you might be wondering what the picture with the animals at the table with 2 empty seats represent…❓. #EBRD #BoardCulture #BoardLeadership #Governance #PiotrDziwok #FilipGorczyca

There’s a good chance your board has a ‘purpose gap.’   Companies exist to perform a purpose in society When a company does their purpose well, they also make money.   But too often, companies are managed as if the primary goal is money.   That’s a problem.   If your company claims to be purpose driven, but the board is only accountable for profit, the company will likely prioritize profit over impact.   Coro Strandberg, Founding Chair of the Canadian Purpose Economy Project, say that’s a risk:   "Boards that fail to oversee their company’s purpose put their companies at risk of inauthentic purpose or “purpose washing;” and worse, fail to realize the commercial and social impact of their purpose."   The solution? Purpose governance. That’s when your board has clear mechanisms in place to ensure they oversee, and are accountable for the company’s performance on purpose. Strandberg and other partners have been developing educational materials for boards and executives on purpose governance. Here are two that can help you and your board get started:    1: A "playbook" offers a set of guidelines that directors, boards and governance professionals can use to equip their boards for effective purpose governance. https://lnkd.in/gvp8XyDM   2: A recent webinar explored the following themes, and its recording is available: -         Link between purpose and strategy -         Board oversight of purpose  -         Role of purpose in board education and recruitment  -         Best practices in purpose governance – and more  https://lnkd.in/gjXYVHEH #purpose #purposefulbusiness #corporatepurpose #governance #sustainablebusiness

The Final Rule of the Game: Becoming a Professional Board Director. The crucial shift happening in the board director market and how it separates the amateurs from the professionals. Learn why embracing the new business paradigm and investing in your education to stay ahead in this ever-changing landscape is essential. #BoardDirectorMarket #ProfessionalismMatters #NewBusinessParadigm #InvestInEducation #StayAhead #AmateursVsProfessionals #BoardDirectorCareer #NextGenerationDirectors #BusinessShift #EducationIsKey

😃⁉️ Are you attending Wealth Management EDGE conference May 13-16? If YES YAY‼️ If not, here’s what you are missing 🤯: 💥Join 2,000+ industry leaders 💥including 1,000+ advisors from the country's largest RIAs 💥literally a networking Mecca‼️ 💥So many amazing presentations by the best in the business I have placed a link to the agenda in the comments section. You Do Not Want to Miss This💯🎯 Many conferences boast that there is some thing for everyone, but at #WMEDGE it is real‼️ 🌟Friends and peers I can’t wait to see (way too many to list here, but just to give you a taste): 😎 Shannon Rosic Mark Tibergien Lisa Crafford Michael Kitces Matt Ackermann, Chief Content Officer David Armstrong Toussaint Bailey Mark Bruno Diana Cabrices Cary Carbonaro, CFP®MBA Marguerita (Rita) Cheng, CFP® Matt Halloran Kate Healy Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® Samantha Russell Dana L. Wilson, MBA #fintech #finance #WealthManagement #RIA

CEO, Board, and Inclusive Capitalism Alert!! In a world where the intersection of business and government has never been more critical, the recent meeting between UK PM Keir Starmer and US business leaders is a powerful reminder of our role in shaping the future. Starmer’s emphasis on wealth creation as a labor government priority is refreshing and counterintuitive. It challenges the traditional narrative that often pits business against social responsibility. It is a good start by Starmer to scale value creation through business and govt partnerships. Fabulous interview by CNBC’s Andrew Ross Sorkin as always and never miss it. I admire Andrew’s efforts in making purpose real through inclusive capitalism. As board directors, we have a unique opportunity to bridge this gap. ✅ Our role in overseeing government partnerships is vital. By advocating for smarter regulations and smarter university ecosystems, we can create an environment where businesses thrive while maintaining ethical practices. ✅ Yes, compliance may be associated with short-term costs, but think of it as an investment in our future. Sustainable operations and reduced legal risks are just the beginning. ✅ The long-term rewards are even more compelling. Strong governance and compliance foster trust among stakeholders, enhance brand reputation, and ultimately drive shareholder value. Imagine this: standards, costs, and rewards are like a three-legged stool. Each leg is essential for achieving a greater societal good while maximizing shareholder value. ✅ It’s time for boards to take a proactive and active engagement in regulatory discussions. Boards ensuring management engages with the government to shape favorable regulations and ensures business, customer, and employee interests are represented. Let’s prioritize smarter regulation and government partnerships. Together, we can drive sustainable value creation and make a significant impact. What are your thoughts on the forward-looking board ‘s strategic mindset and collaboration between business and government? I invite you to share your insights in the comments below. #CEO #KSgems #BoardOversight #ComplianceOversight #Government #CIO #CTO #CISO #CFO #WorkerRights #CHRO #Governance #Sustainability #ValueCreation #Purpose JUST Capital Nitin Gaur Alan Murray Roosevelt Giles Business Roundtable Hasit Trivedi Manuj Aggarwal Rashik Parmar Mark Rogers Rachel Cromidas Riva Gold Cate Chapman

Honoured and grateful 🙏 I’m proud to share that I’ve been named APAC Insider Magazine's "Best Holistic Wealth Planning CEO 2024." Building Reventon has been a journey filled with invaluable lessons and humbling experiences, and I'm incredibly thankful for the dedicated team and supportive clients who’ve made this possible. Here are three key takeaways I’ve reflected on: 1️⃣ Client-Centered Success: Our growth comes from prioritising each client’s journey and success, ensuring we add genuine value to their financial futures. 2️⃣ Commitment to Continuous Improvement: Inspired by Kaizen, our team’s pursuit of growth—through initiatives like Harvard ManageMentor and Lunch & Learn—has strengthened Reventon’s innovative, solution-based approach. 3️⃣ Resilience & Teamwork: Overcoming challenges is a team effort. Surrounding myself with talented mentors and team members has been crucial to building Reventon into what it is today. Looking forward to more shared successes in the years to come. Here’s to helping more Australians achieve their real estate and financial goals! Read the full article on what the award means to me in the comments 👇 #Award #Gratitude #Teamwork #FinancialPlanning #ContinuousImprovement #Reventon

As 2024 is well underway, a conversation that we continue to have, around professional growth and development, is the concept of building your own personal board of directors. Are you having these conversations with your network? https://lnkd.in/ga52p5DP

“There is no ‘honeymoon period’ on a board. From day one, you must be prepared to engage deeply, challenge conventional wisdom, and assert your viewpoint constructively.” During our recent High Performance Boards session at IMD, Pia Tischhauser, alumna of this program, shared her insights on her first year on the board. 🔸 Here are key insights from her journey: 1. Before joining the board, it's crucial to ascertain if your personal values align with the company's. For her, a passion for the industry was a driving force. 2. Understanding a company's track record in value creation is essential. This involves more than just reading reports; it requires engaging with financial analysts, listening to customers, and grasping the cultural underpinnings. 3. Identifying how you can specifically contribute to the board is critical. For Ms Tischhauser, it involved simplifying complex information and focusing on making the organization operational and putting a focus on oversight of operational execution. Joining a board is a significant commitment, one that should never be taken lightly. Ms Tischhauser’s recent experience has underscored the importance of due diligence for taking up such a role. Learn more about the program here https://lnkd.in/ekikgNzP #IMDImpact #HighPerformanceBoards #IMDBoardcenter #CorporateGovernance #DueDiligence