Dallas Chapter CPCU Society’s Post

Come discuss year end close! I also want to hear what's worked for your organization! The best way to learn is from each other.

We are excited to be part of the 2024 ACUA AuditCon, happening from September 15th to 19th in Atlanta, GA. Connect with Mark Bednarz and Liz Gousse Ballotte at Booth #11 to learn more about our Risk Advisory services tailored for higher education institutions. #PKFOD #KnowGreaterValue #RiskAdvisory #HigherEducation

We are excited to announce that in addition to his recent completion of the ACAS credential, Jason Luckett, ACAS, MAAA has now been approved as a member of the American Academy of Actuaries. With these achievements, Jason has now earned the title of Consulting Actuary. His promotion is well deserved, and we look forward to seeing what else he will accomplish in his career. Congratulate Jason in the comments below! #captiveinsurance #captives #riskmanagement #riskmanagementconsulting #srmc #propertyandcasualty #workerscompensation

We are back with another episode of #MythBusters. Interested in learning more about the world of business valuation and how it extends beyond external stakeholders? Enroll in the CBV Program of Studies: #BusinessValuation #ExternalStakeholders

As a partner at Sequeira Partners specializing in business valuations and financial opinions, Kira Gregson helps clients answer the fundamental question, “what is my business worth?”.      Prior to joining Sequeira Partners, Kira spent 10 years in public practice accounting, over seven of which were focused on business valuations.      We asked Kira how the CBV designation supported her career development, and this is what she had to say:      Learn more about the prestigious CBV designation here:      https://lnkd.in/egdAFdBJ     #BusinessValuation #ContinuingEducation #ProfessionalDesignation  

What should a new charter school governance board be doing? Listen to Board on Track explain what the ideal governing board structure should look like: https://lnkd.in/gewGXbsZ

Reflections below from Mathilde Houet Weil on the recent #IFSEAConference2024, focusing on the key issues faced by #SeniorExecutives and #Founders. Watch out for further content and events, and find out more about #IFSEA membership, at www.ifseanetwork.com. 

Reflections below from Mathilde Houet Weil on the recent #IFSEAConference2024, focusing on the key issues faced by #SeniorExecutives and #Founders. Watch out for further content and events, and find out more about #IFSEA membership, at www.ifseanetwork.com. 

Come sneak a peek into the life of some of the industry’s most successful advisors and rising stars to learn what they do each day to set themselves up for success as advisors, how they developed the habits and systems they did, and what you can immediately start to add to your routine. Here, Devyn Duex, MBA, AIF®, C(k)P, CRPS, CPFA chats with Corbin J. Larsen, CPA on the Daily Habits and Behaviors of the Most Successful Advisors, and more you can expect at the #NAPA401kSummit! Nevin Adams | Karen Casillas, AIF®, CPFA®, CFS | Katie Colon, CPFA® | Steven T. Wilkinson, QPFC, CRPS

It’s fair to say this post has sparked some debate! For what it’s worth, I believe that acknowledgement of distinguished service at the highest/state level is important and should be encouraged and applauded. My unease with the recent honours list is not that I think CFOs are undeserving of the award, but how poorly all the other fabulous, dedicated, and hard-working staff are represented. In summary: I don’t necessarily want to see less CFOs on there, but I do 100% want to see a greater representation of the diversity of ranks and roles and people the Service employs. I wanted to check whether this most recent list was a one-off in terms of representation and discovered the following: In England and Wales alone, between June 2019 – June 2024, a total of 51 Q/KFSMs have been awarded, of which 30 have been for current or recently-retired CFOs (59% of the total). CFOs do not represent 59% of their workforce, so I am still of the opinion that representation of the Fire Service at the state level should be more diverse. I’ve also looked into the Ambulance Service figures for England and Wales over the same time period. Total Q/KAMs awarded = 39, total awarded to CEOs = 1 (3%). I didn’t post originally to “bash” the Service (one I was in for 15 years hence feeling like I could express my concerns): quite the opposite. It’s because I have had the honour of working for and with so many people who won’t seek praise or promotion necessarily but would be thoroughly deserving of their time at Windsor Castle and to have that KAM against their name, that I feel that the nominations and awards process could do so much better in helping to achieve that.