Natalie Williams的动态

1 hour until our Webinar exploring Planning Strategies for the Proposed Increase to the Capital Gains Inclusion Rate. You can still RSVP to [email protected] if you would like to register for the event!

Powdr's CEO Joe was invited to speak at the CIMA NorthWest conference today at Chester Zoo. ???? A sprained ankle wasn't about to stop him and some may say his crutch turned out to be an asset...?? His session focussed on Effective Forecasting, the importance of integrated modelling and the difference between this and short term cash flow modelling. ???? Joe is regularly invited to share his expertise on all things financial forecasting to a range of audiences and welcomes the opportunity to help support others on this topic, particularly as we grow Powdr and support more SMEs to understand the importance of effective forecasting ??? #Accountants #CIMA #effectiveforecasting #integratedmodelling #financialforecasts

The KNOWLEDGE to building generational wealth at only 25! ?? If you want to learn more. Click here to sign up for my next free webinar ?? https://lnkd.in/gX7f3bdz

On this #SBIA webinar, Mark Miller and Chris Fameree of FORVIS explore ways to add value to your investments as well as the client trends in Private Equity value creation. Discover now.

On this #SBIA webinar, Mark Miller and Chris Fameree of FORVIS explore ways to add value to your investments as well as the client trends in Private Equity value creation. Discover now.

The June edition of the Avantis Investors Field Guide asks, ‘Has Passive Investing Gotten Too Big?’ and explore ‘How Self-Efficacy Shapes Financial Outcomes,’ with Camelia Kuhnen, Ph.D., Professor of Finance and Sarah Graham Kenan Distinguished Scholar at the Kenan-Flagler Business School, University of North Carolina at Chapel Hill. Learn more…https://amcen.co/4bIW0vI

??Exploring Finance Essentials: Let’s talk WACC! Welcome to the carousel series where we unravel the mysteries behind key financial concepts. Today, we are diving deep into WACC - the Weighted Average Cost of Capital ?? Whether you’re a seasonal finance professional or just starting out, understanding WACC is essential for making informed investment decisions and assessing companies financial health. Swipe through to unlock insights on what WACC is, the pros and cons, and why companies utilise it. Ready to elevate your financial proficiency? Let’s embark on this journey together. ???

In today’s Distribution track session, Ben Doob and panelists David Giffen, Matthew Goulet, CFA, and Daren Pippio (Easterling), PhD shared how they weigh product versus partnership considerations, what each side needs to be mindful of when approaching the other, and the importance of striking the right balance for collective success. Thank you to our panel and everyone who participated in this enlightening discussion! https://bit.ly/4cVcOkF #MMIAnnualConference #InvestmentManagement #AssetManagement #WealthManagement?

Pitching to investors? Here’s what your deck should cover : Introduction- Bold statement/your personal story The Problem Your solution Your product The Market The Team Your Ask Key is to keep every slide simple, with key information. No information overload. Glad I attended the workshop on how to build your pitchdeck by Peter Thomsen The guy’s a legend. Did I miss anything?

Make a habit of following when your competitors and peers will be reporting and at conferences and make sure to read their transcripts so you're fully informed on what they're saying. Your investors are doing this and you don't ever want to get caught flat-footed on this stuff.