LACERA的动态

Need some numbers to start your day?? Check out our latest webinar brought to you by NZGDA's very own Treasurer, and all round good-guy, Lance Burgess!?

I have finished the course “Financial Modeling and Forecasting Financial Statements” by Jim Stice and Earl Kay Stice. Certified by National Association of State Boards of Accountancy (NASBA) ?? #course #FinancialModeling #FinancialStatements #certificate

Mastering Personal Finances: A Step-by-Step Guide Organize - Knowing where everything is for financial documents: The first step in managing your personal finances is getting organized. Gather all your financial documents, create a system to store them, and ensure you know where everything is. This organization will make it easier to track your finances and make informed decisions. Track - Keeping an eye on your money movement: Once organized, track your income, expenses, and savings regularly. Identify spending habits and areas for improvement. Utilize financial tools or apps to streamline this process and stay on top of your finances. Onboard - Discuss, Review, and Reflect with family members: Financial planning is a collaborative effort. Involve your family members in discussions about financial goals, review progress together, and reflect on challenges. This ensures alignment and commitment to shared financial objectives. Seek Support - Recognizing who you can rely on: Managing finances can be overwhelming, so it's essential to have a support system. Reach out to trusted friends, family, or financial advisors for guidance and encouragement. A strong support network will keep you motivated and accountable. Celebrate Wins - Praise your financial successes: Finally, celebrate your financial wins, no matter how small. Whether it's paying off debt or reaching a savings milestone, take time to acknowledge your achievements. Celebrating progress boosts confidence and fuels continued success. Mastering personal finances is a journey that requires commitment and diligence. By following these five steps – organize, track, onboard, seek support, and celebrate wins – you can take control of your financial future and achieve your goals. Start today, and pave the way for a brighter financial tomorrow. #PersonalFinance #FinancialPlanning #MoneyManagement #FinancialGoals #LinkedInFinanceTips Gabriel Leong Malaysia Licensed Financial Planner - https://wa.me/60167175733

Today marks the 1st anniversary of the FAAA, formed with the overwhelming support (and votes) of members of both heritage organisations. Reflecting on the past 12 months, it feels as though a lot has happened and changed (but when doesn’t it in our profession?) * We now have a unified credible voice speaking for the lion’s share of professional advisers in this country * Policy and advocacy has been busy with 34 submissions made in the last 12 months and we have see some wins o??Reduction in ASIC levy (But it is still too high) o??Recognition by ATO of broader deductibility of financial advice fees o??Recognition of our profession with ANZSCO o??Tranche 1 release of legislation for QAR which represents a start to reducing the unnecessary burden on financial advisers. o??I acknowledge it’s early days and the work isn’t done by any stretch, but the signs of engagement from both sides of politics and regulators is heartening * Membership renewal was strong with 10,700 members, including nearly 9000 practitioners * We also have almost 1000 student members as the FAAA continues to focus on the now, but also the future of our profession as well * The inaugural Congress was a smash in Adelaide with over 1300 delegates * Our communities have come together and created grassroots events and connections for members right across the country. A massive thank you to all community/chapter leaders right across the country. I should at this point acknowledge the herculean effort of Sarah Abood Philip Anderson and the whole Financial Advice Association Australia (FAAA) team for making the above happen. To execute the merger in a matter of months which included massive updates to IT systems, policy changes, membership renewals and not to mention speaking directly to thousands of members around the country during roadshow. On behalf of the board (and members) a massive thank you. I’d also like to acknowledge the work of Sam Perera and my predecessor at FPA Marisa Broome CFP? for their incredible contribution to the merger’s success. So where to from here? We will release the new policy platform at roadshow (developed with members for members) and the new strategic vision will be released at Congress in Brisbane. We continue to advocate fearlessly for our members, not the least of which is continued reduction of red tape with QAR (and beyond), the opposition to current CSLR implementation and importantly a focus on rebuilding numbers in financial advisers as this represents future staff members to support business growth, succession and the overall health of our profession. Yes there will be challenges and frustrations, but so to is there much to be optimistic about. We work in a profession that gets to see positive and meaningful change in the lives of our clients and the FAAA board (see below) is absolutely united and committed to serving and supporting our members and our profession. To the next 12 months and beyond…? #faaa #financialadvice

?? To celebrate 20 years of the Annual AVCA Conference, #AVCA2024 will play host to a series of Regional Forums representing the African continent. The 2023 African #PrivateCapital Industry Survey by #AVCAResearch showed that 83% of GPs rank #EastAfrica as the most attractive investment destination, with #Kenya and Nigeria being their top choices. In light of these findings, the upcoming PE and VC Summits at the AVCA Annual Conference in 2024 provide an unparalleled opportunity for collaboration and insight in the private equity and venture capital industry. This corporate event brings together thought leaders, industry experts, and investors to discuss and explore the constantly evolving landscape of private markets with precision and foresight. Attendees can expect thought-provoking panels, interactive workshops, and expert insights to help shape the future of investment excellence.? Learn more about the #privatecapital opportunities East Africa has to offer, as well as the trends and challenges in the region, at the 20th Annual AVCA Conference and VC Summit: https://lnkd.in/e4qCwV4t

We are pleased to be announced winners of the Net Benefit award at last night’s Super Review 11th Annual Super Fund of the Year Awards 2024. This award represents not only the drive and dedication of the HESTA team, but also the continuous commitment to making a difference in the financial futures of our more than 1 million members. #HESTASuper #SuperFundoftheYear #NetBenefit Product awards and ratings are only one factor to be considered when making a decision. Past performance is not an indicator of future performance. Before making a decision about HESTA products you should read the relevant product disclosure statement (call 1800 813 327 or visit https://hesta.co/6048kVmfo for a copy), and consider any relevant risks (https://hesta.co/6049kVmfU). The target market determination for HESTA products can be found at https://hesta.co/6040kVmfq Issued by H.E.S.T. Australia Ltd ABN 66 006 818 695 AFSL 235249, the Trustee of HESTA ABN 64 971 749 321

I added some recent developments within BetaCodex Network to the website's page that tracks the networks' advances over the course of the years. Check out the updates here: https://lnkd.in/ew-3J3sb

What's On The #AVCA2024 Regional Forums Agenda? The forums will be four concurrent sessions focusing on East, West, North and Southern Africa and will zoom in on business opportunities, nuances and the investment landscape across the continent. These sessions will convene capital allocators, fund managers, policymakers and portfolio companies for in-depth discussions about each region's distinct challenges and opportunities, fostering a deeper understanding of the continent’s diverse investment landscape. The Agenda: ?? Investment Case?by Region ?? Portfolio Company?Spotlight ?? Seizing the Investment?Opportunities? ?? Regional Outlook presentation?by AVCA View the AVCA 2024 Agenda: https://lnkd.in/e4qCwV4t

Happy Meet Us Monday! We are proud to introduce 4 more of our 2024 Board Members - Mikki Henkelman, CLFP, Paul Knowlton, CLFP, Jill Molitor, CLFP, and Mic Mount, CFA, CLFP. This week, we asked what 3 words come to mind when our Board Members hear or see "CLFP" and why these words are important. You might see common themes across each response - commitment, community, dedication, and learning. Hear what each of our Directors has to share about their perspective on the CLFP designation: Mikki shares, "The three words I think of when I hear 'CLFP' are 'community, professionalism, exceptional'. Regardless of your experience in the industry or role within your own company, when you become a CLFP, you join a community of exceptional individuals who have a passion for this industry." Paul's three words are, dedicated, commited, and curious. He shares, "The CLFPs I know are all of these. Dedicated to their careers and industry, Committed and Curious as they are constantly learning about new issues in our industry and different areas outside their current areas of expertise. The CLFP is such a great way to identify yourself to the industry as possessing these attributes." Jill says, "Education, contribution, and dedication are the three words that come to mind." "Education – I am a lifelong learner and the CLFP Foundation provides tools to understand the equipment finance industry in its entirety, and continually updates material to provide the most up-to-date industry related content. Contribution – The CLFP offers many fulfilling ways for its members to ‘physically’ contribute to the Foundation which might include joining a task force or committee, attending CLFP hosted events, being a mentor for those studying to take the exam, and teaching ALFP classes. Dedication – Those who have earned their CLFP Certification demonstrate their dedication to the equipment finance industry, to their career development, to their employer, and to the CFLP Foundation, providing value to the industry as they achieve their individual goals." Mic shares, "Knowledge, dedication, and committment are the three words I think of. When I see “CLFP” after an individual’s name, I recognize that the individual is career-driven and committed to the unique equipment leasing and finance industry. Passing the exam requires a significant level of knowledge about a broad variety of topics, which requires dedication and focused study habits." What three words come to mind when you see or hear 'CLFP'? Let us know in the comments below. ??

Join us from October 21-24 in downtown Los Angeles for the 40th annual Opportunity Finance Network Conference. As we reflect on our rich history and look forward to shaping the future, this year’s theme, "Made by history. Made for this moment.", encapsulates our journey and our readiness to address today’s challenges with innovative solutions. Submit a Session Proposal: Have insights or expertise that could benefit our community? We're looking for 80-90 breakout sessions across 15 tracks that touch on crucial topics for CDFIs and industry stakeholders. Share your knowledge and make an impact! Nominate a Leader for the Gramlich Award: Know a visionary CDFI leader who has aligned capital with justice throughout their career? Nominate them for the prestigious Ned Gramlich Lifetime Achievement Award for Responsible Finance. Learn more: https://lnkd.in/djCkMPKw Your participation is key to a transformative conference experience. We can't wait to see what we will achieve together! #CDFIs #EconomicOpportunity #FinanceJustice #ClimateJustice #OFNConference2024