Superior Planning | Family Office的动态

Ever wondered what an organization's audit committee does? Manager Claire Pahlmeyer, CPA, CIA breaks it down in our newest KS Advisor blog post. Whether you're a board member or a business leader, learn how audit committees ensure compliance, transparency, and effective financial oversight. https://lnkd.in/g5G6-VVU #kernuttstokes #cpas #publicaccounting #taxadvisors #businessconsultants #auditcommittee #ksadvisor #ksadvisorblog #blog

Audit and Finance Leaders - what are three words that could describe your year? “The only journey is the journey within” - Rainer Maria Rilke. I would like to invite you to start reflecting on 2024 by pondering these questions : 1. What object in your house would be a good representation of 2024 for you? 2. Describe 2024 in 3 words. 3. What are you most proud of? 4. What did you learn about yourself? 5. What makes this year unforgettable? 6. What challenges did you overcome? My three words are: Gratitude, Grace and Growth. What are your three words? Please comment ????

Transparency forms the foundations of the accountancy sector, paving the way for long-term relationships centred on the needs of the client. We encourage it in clients both from a compliance perspective and to help us achieve the right outcomes for them – but do we do enough to promote transparency within our firms? I mean transparency in the broadest sense here. It could take any form, from open and ongoing communication to providing insights into our own working processes in a bid to demystify our profession. What is most important is that clients feel that we have taken the time to understand them and that we are truly in their corner. Yes, it does include being open and realistic about their financial position and growth potential, but true transparency needs to go beyond that. When clients understand the efforts behind their accountancy work, they appreciate the value they're receiving, which enhances engagement and ultimately facilitates more efficient work. Transparency from us is essential to giving clients active agency within their relationship with us and to empower them to make decisions about their finances and their future. How do you promote transparency within your firm? #transparency #leadership #clientrelationships #accountancy

The course "Finance Foundations: Corporate Governance" is likely aimed at providing a comprehensive understanding of corporate governance principles and their critical role in financial management and business operations. It is? valuable course for anyone involved in or aspiring to be part of corporate leadership and governance. It provides essential knowledge and skills that can enhance your ability to contribute to the effective governance and ethical management of organizations..Just finished the course “Finance Foundations: Corporate Governance” by Earl Stice and Jim Stice! Check it out: https://lnkd.in/gxUn6kwp #corporategovernance.

When we operate in conditions of scarce resources, whether people or budgets, every decision counts. The bigger, more strategic, decisions we make in an organisation are the ones that have the most inherent uncertainties. Thank you Angela Dixon for your post on Forecasting and decision making in uncertainty. With the amount of LinkedIn posts I keep reading from Local Authority Chief Executives describing unfathomable budgets for the year this feels timely. #localgovernment #publicsector #finance #leadership https://lnkd.in/ehgtXsQu

?? New Fireside Alert! ?? I'm thrilled to be working with two of the most influential voices in the accountancy industry, Heather Elkington and Rachel Harris, for the next installment of the Wolters Kluwer UK Fireside Chat series! ?? Date: Wednesday 26 June ?? Time: 11.00 AM - 12.00 PM ?? Venue: Zoom Webinar Join Heather and Rachel for a lively discussion about 5 surprising principles for building a high-performance accountancy team. This isn’t your typical management talk – get ready for an enlightening session that might just change the game for you and your team. During this webinar, we will dive into: ?? The 5 most important key principles you need to know to lead your accountancy team to greatness ?? Frameworks and examples you can take away and implement ?? Answers to your biggest leadership struggles in the Q&A Whether you're a seasoned professional or just starting your journey in accountancy, this fireside chat is not to be missed. Secure your spot now and prepare your questions for an engaging and interactive session! ?? https://lnkd.in/gG7sgqqa #Webinar #FiresideChat #WoltersKluwerUK #WKUK #Accountancy #HeatherElkington #RachelHarris #ProfessionalDevelopment #IndustryLeaders #AccountingInnovations Mark your calendars and spread the word. See you there! ??

“The boy who cried wolf” a classic story of a boy who asked for help and nobody believed him because he had lied many times before. Similarly in finance, breaking trust through the smallest ethical lapses can have far-reaching effects. Once the credibility is lost, its hard to regain. The reports we present and data we handle must always reflect the truth, they serve as the foundation for key business actions. Whether through budgeting, financial reporting, or answering the simplest question, reliablity and accountability cannot be compromised. When #integrity is present, we gain the stakeholders trust, they become confident in the accuracy of financial reports and decision-making becomes transparent. #Leadership #Management #Finance

Becoming a non-executive director in a company can be a rewarding and strategic move for many individuals. In this piece, Mark Howard writes for the Financial Times’ Your Questions column on the pros and cons of becoming a non-executive director: https://crs.law/aBCY50Tlarz #NED #NonExecutiveDirectors #Advisory #Corporate #FT

Ignite Your Influence! ???? Download our FREE Pre-Publishing Checklist Tailored for Thought Leadership Articles. https://hubs.la/Q02mWbzG0 Your journey to becoming a respected financial expert starts here! #personalfinance #financeexpert #accountant #thoughtleader

?? Celebrating 8 fantastic years with Odie, our Accounting Manager and financial wizard! ?? Your expertise in finance has been the backbone of our stability and growth. Cheers to eight years of impeccable financial stewardship and insightful leadership. Here's to many more years of success and precision in numbers! ???? #EightYearsOfExcellence #FinanceGuru #CJGDigitalMarketingPH #DigitalMarketingPH