Equity Plan Solutions, LLC的动态

Come say hello to the RMA team! We are at booth 319 today and Thursday. If you have questions about redevelopment, economic development, marketing, business attraction, public private partnerships and more, we are here to guide you! #citymanagers #citymanagement #annualconfernce #cities #counties

Come say hello to the RMA team! We are at booth 319 today and Thursday. If you have questions about redevelopment, economic development, marketing, business attraction, public private partnerships and more, we are here to guide you! #citymanagers #citymanagement #annualconfernce #cities #counties

Expectations of boards are higher than ever, and having a board and individual board members who understand their roles is fundamental to success. Thanks to LeadingAge for this opportunity to talk about such an important topic.

More information about our conference. So exciting

In early September I was fortunate enough to attend The OR Society Conference #OR66, which took place at Bangor University this year. For those of you who've never heard of it, operational research is the application of mathematical techniques to solve logistical problems and was used extensively during the World Wars (l think a link is attached to this post!) This conference was a wonderful opportunity to see work in the same field but across several industries, which I'd recommend to anyone who is on the fence about attending similar conferences. There were so many excellent talks at the conference, I couldn't even try to describe all of them, but I've tried to give a brief overview of my favourites: - President's address by Dr Gilbert Owusu focussed on the shape of operational research now and its possible future form. My favourite part of his address was the emphasis on the personal skills required for effective operational research; ‘It's easy to focus on the technique and not think about the "soft side"'. I have always found the OR Society focusses on more than other, related organisations like the RSS on promoting these skills and this was a nice reminder of that emphasis. - Plenary from Dr Jeroen Mulder discussing various applications of OR within AirFrance-KLM. I could feel lots of parallels to the flight industry and the health and care industry, particularly if we think about the many complex factors that impact the industry and the person-centred focus. - Strategic workforce modelling that colleagues in HEIW showed, looking to forecast future workforce using a system dynamics model. The model hopes to make projections up to 15 years into the future, to inform the commissioning of education to create that workforce. - ‘Grand challenges in OR’ workshop. This workshop was an opportunity to put our profession into practice in a completely different setting. We heard the story of the football club the North Wales Dragons, a club that was formed to increase wellbeing through football. The team wanted to find more of the options for assessing their impact and I was able to point them to assessment similar to PROMS/PREMS. It felt amazing to be able to help the club and lend some of my experience for another good cause. If this sounds like something that would interest you in future, there is a #Simulation workshop scheduled for the end of March and the European conference for #OR, #EURO25, is in Leeds in June 2025.

Inside this issue of the DPMO newsletter is an article I wrote about the historical perspective of LSCO during World War Two.

Good question CFP Board, Jeffrey Buntin, Jr. and John Loper, CFP?. Answer: "Its Gotta Be a CFP." This is an excellent example of taking an outside in approach to brand strategy: "Partnering with a CFP professional provides confidence today and a more secure tomorrow." Keep up the great work you all. Talk about having a positive impact on lives and humanizing finance! #insights #brandstrategy #CFP #finance

Protecting scanned documents hosting your identity details, thus saving your a$$ets.... Victory Technology !

When push came to shove, King Richard III was willing to give up his entire kingdom in exchange for a horse, just to win one battle. That begs the question, what would you be willing to give up to win a governmentwide acquisition contract (GWAC) suited to your organization’s capabilities and interests? What if you didn’t have to give up anything to make that goal a reality? GWAC NorthStar? applies business developers’ logic and criteria to determine how well a contract opportunity would fit your organization, then automatically ingests, reads, and discovers the decision criteria that you personally configured, and scores the opportunity accordingly. As a result, you get to focus your valuable time and resources solely on the opportunities that actually deserve your attention! Check out this blog post by our very own Chief Technology Officer, Brian Seagrave to learn more about what GWAC NorthStar can do for your team. Hang on to your kingdom, the horse is on us! https://lnkd.in/evXaAUAQ #GWAC #GovCon #ContractVehicles #WinMore #DWPA

I am super excited and proud to be a contributor to the 15th Anniversary Edition of Family Office Global (FOG), an outstanding ( and must read) global outlet of content for Family Offices and Private Investors. In this edition, I co-authored an article with Angelo Calvello ( one of the best original thinker and writer I know) on the topic of "Governance" and its importance for Long Term Investment Success. "Family governance is an often-neglected framework that shapes a family’s collective vision and purpose for the future. While investment returns might seem like the most obvious manifestation of this vision, the governance structure determines the long-term achievement of these investment returns, increasing a family’s chances of beating the statistical odds that most of the wealth created by the family’s founder will be destroyed by the second or third generation" #governance #familygovernance #longterminvesting #investingreturns