Experience Eide Bailly
|
|
- Avice Park
- 6 years ago
- Views:
Transcription
1 Experience Eide Bailly Your First Audit and Beyond Mark Anderson, CPA & Paul Skeen, CPA
2 Firm of Choice For 49,000 clients
3 Firm of Choice For 1,200 partners & staff
4 Eide Bailly Staff Members Staff numbers as of May 1, *Reflects Lake, Hill & Myers (July 1, 2013) STATE CITY PARTNERS STAFF TOTAL Arizona Phoenix Colorado Boulder Denver Frisco/Vail Golden Grand Junction Idaho Boise Iowa Dubuque Minnesota Mankato Minneapolis Montana Billings North Dakota Bismarck Fargo Williston Oklahoma Norman Oklahoma City Tulsa South Dakota Aberdeen Sioux Falls Utah Ogden Salt Lake City TOTAL 185 1,065 1,250
5 Staff Retention
6 Eide Bailly Today In business for nearly 100 years Top 25 CPA firm in the nation 22 offices in 10 states 49,000 clients 1,200 partners and staff $171M in net fees, including affiliated companies
7 Client Service Area Serve clients in nearly every state across the nation
8 What our Clients Say about STRONG RELATIONSHIPS. Eide Bailly truly understands our business and the insurance industry. We have developed a strong relationship with the Firm and know we can trust them to guide us in the right direction. They have been with us through our extensive growth and provided the necessary advice and services to help us reach our business goals. ~ Dave Breuer, Senior Vice President Finance and CFO Noridian Mutual Insurance Company
9 Business Resources Core Services Service Specialties Industry Expertise Resource Networks
10 Business Resources Core Services Audit & Assurance Tax Services
11 Business Resources Service Specialties Accounting Services Cost Segregation Employee Benefits Enterprise Risk Management Financial Services Forensic & Valuation Health Care Reform International Services Technology Consulting Transaction Services Wealth Management
12 Business Resources Industry Expertise Affordable Housing Ag Producers Closely Held Businesses Construction & Real Estate Dealerships Financial Institutions Government Health Care Insurance Manufacturing Non-Profit Oil & Gas Renewable Energy Utilities
13 What our Clients Say about our KNOWLEDGE and EXPERIENCE. We have developed a strong relationship with Eide Bailly that is built on trust. Eide Bailly helped us with the sale of four banking locations. We received solid planning advice prior to the transaction as well as guidance throughout the process. I know we can count on them to provide us with the banking knowledge and experience we need in order to help us meet our future goals. ~ Roy Terwilliger, President/CEO Flagship Financial Group, Inc.
14 Bringing Value to Our Clients Guided by our principles of integrity and professionalism, we promise a better client experience. Through caring, trustworthy relationships, we share our knowledge, expertise and insightful advice to help you with your business needs and create new possibilities.
15 What our Staff Say about CLIENT SERVICE. Providing quality client service means actively listening to our clients, so we are in a position to offer solutions to their challenges and be responsive to their needs. This allows our clients to achieve greater success and profitability in their marketplace. ~ Keith Severson, CPA Tax Partner
16 Culture: The Foundation of Success Caring for our external and internal clients with a passion to go the extra mile. Respecting our peers and their individual contributions. Conducting ourselves with the highest level of integrity at all times. Trusting and supporting one another. Being accountable for the overall success of the Firm, not just individual or office success. Stretching ourselves to be innovative and creative, while managing the related risks. Recognizing the importance of maintaining a balance between work and home life. Promoting positive working relationships. And, most of all, enjoying our jobs... and having fun!
17 What our Staff Say about CULTURE. The culture at Eide Bailly has directly influenced my ability to succeed. I m trusted in my work and have the freedom to make decisions. This trust motivates me to create my own successes and I know I have the support of the Firm. I look forward to going to work every day because I know my contributions matter and affect the Firm s overall success. ~ Shannon Breuer, CPA Tax Partner
18 Surviving Your Audit Bringing Efficiency to the Audit Process
19 Overview Three Phases Pre-Audit Audit Audit Wrap-up and Issuance
20 Pre-Audit Plan Ahead Realistic delivery date expectations Don t expect the audit in 30 days Are you really ready? Historical information may bring credibility
21 Pre-Audit Relationships make or break the process Know your auditor well before the start Get to know a lot of auditors Find the cultural fit Talk to their clients and former clients
22 Pre-Audit Know who owns what Management vs. Auditor responsibilities Example engagement letter
23 Pre-Audit Know Yourself Related parties VIE s Segments Document your processes or hire someone to do so Client background and information worksheet Honest self assessment of technical skill and available time
24 Pre-Audit Manage the Process Cover the HBM timeline spreadsheet Establish a point person as liaison to the auditors Request a list of items to be requested by the auditors Well in advance of year end Include by when dates
25 Audit Expect the Pain No audit is easy, but that is especially true in the first year Will require more time than you expect Emotionally prepare yourself Emotionally prepare your team
26 Audit The Binder Do a pre-audit Audit prep firms Have all requested items prepared and organized prior to the arrival of the auditors Client example
27 Audit Communication is the Key Weekly status updates ok Should be live every other meeting
28 Audit Wrap-up Don t let the door hit you on the way out! Efficiency of a couple more days on site Preliminary draft of statements reviewed before auditors depart Expect the partner s presence
29 Thank You
THE ALLIANCE. Rewarding relationships. Enhanced results.
THE ALLIANCE Rewarding relationships. Enhanced results. 1 The Eide Bailly Alliance training session I attended offered greater depth than other CPE courses I have taken. Topics were covered in way that
More informationClient Focused Results Driven
Client Focused Results Driven Accountants & consultants YOU CAN TRUST. ACM offers you a World Class Experience through our highly skilled team of passionate professionals, unique delivery model and global
More informationA GUIDE TO BEST PRACTICES SMALL BUSINESS BASICS:
SMALL BUSINESS BASICS: A GUIDE TO BEST PRACTICES Starting Your Business Controlling Cash Flow Increasing Profitability Growing Your Business Protecting Your Assets Planning for Business Transition Similar
More informationHOW WHITE LABEL BOOKKEEPING SERVICES CAN ELIMINATE OVERHEAD AND INCREASE REVENUE
HOW WHITE LABEL BOOKKEEPING SERVICES CAN ELIMINATE OVERHEAD AND INCREASE REVENUE The accounting profession has changed drastically over the last decade with the introduction of cloud technologies and automation
More informationSOLUTIONS TO HELP YOU THRIVE
SOLUTIONS TO HELP YOU THRIVE SOLUTIONS TO HELP YOUR BUSINESS THRIVE TRADITIONAL ACCOUNTING CORPORATE ADVISORY SERVICES TECHNOLOGY AND RISK SOLUTIONS HR SOLUTIONS We often begin relationships with traditional
More informationForming alliances with other firms: Expand your service offerings and ensure quality
Forming alliances with other firms: Expand your service offerings and ensure quality Bringing in new clients is a concern for many accounting firms. In fact, in the most recent PCPS Top Issues survey,
More informationTHE POWER OF ADVISORY SERVICES
THE POWER OF ADVISORY SERVICES CONTENTS 4 What it means to become your clients trusted advisor 5 Why core products are becoming irrelevant... and faster than you think 6 Keys to embracing the change 8
More informationREQUEST FOR COUNCIL ACTION
REQUEST FOR COUNCIL ACTION Date: July 22, 2013 Item No.: 13.a Department Approval City Manager Approval Item Description: Approve Amended Springsted Contract for City Manager Search Services 1 2 3 4 5
More informationTransactional to Strategic Building & Maximizing Your Credibility as a Strategic Business Partner
Transactional to Strategic Building & Maximizing Your Credibility as a Strategic Business Partner Iwan Roberts Vice President, Global HR Operations & HR Shared Services at Pearson PLC Transactional to
More informationOctane Media Group 1650 Ave. D. Suite 14 Billings, MT Phone: (406) Fax: (406) Toll Free: (800)
Octane Media Group 1650 Ave. D. Suite 14 Billings, MT 59102 Phone: (406) 294-2250 Fax: (406) 294-2251 Toll Free: (800) 559-4351 www.octanemediagroup.com FACTS Gas Station Pump Top Advertising Facts Pump
More informationCareer value at Ernst & Young. Supporting people s growth and success
Career value at Ernst & Young Supporting people s growth and success Methodology Data for the study were collected from multiple sources, including archival data, interviews with current and former employees,
More informationIMAGINE LIFE. At TAG Financial we can provide a pathway to create your financial freedom so you can live the life you imagined.
IMAGINE LIFE Welcome to TAG Financial OUR PROMISE We make a promise to our clients that their personal and financial goals will always come first. Our approach is to provide you with a comfortable environment
More informationPractice Continuation Agreements: A Practice Survival Kit
Practice Continuation Agreements: A Practice Survival Kit A resource prepared by the American Institute of CPAs (AICPA) and the National Association of State Boards of Accountancy (NASBA), adapted from
More information2011 CFS Salary Guide
2011 CFS Salary Guide Creative Financial Staffing www.cfstaffing.com Welcome to the 2011 CFS Salary Guide The 2011 CFS Salary Guide consists of the following sections: National Salary Data Local Market
More information37 th Annual Eide Bailly Bankers Seminar REVOLUTIONARY LEADERSHIP NEW WAYS TO THINK ABOUT BANKING th Annual Bankers Seminar
37 th Annual Eide Bailly Bankers Seminar REVOLUTIONARY LEADERSHIP NEW WAYS TO THINK ABOUT BANKING November 1 November 2 November 8 1 37 th Annual Bankers Seminar CONTENTS LOCATIONS.... 4 MEET OUR KEYNOTE
More informationCPA Firm Internal Succession
CPA Firm Internal Succession Presented by Joel Sinkin President, Transition Advisors, LLC Transition Advisors, LLC National consulting firm working exclusively with accounting firms on issues related to
More informationThe Red River Group at Morgan Stanley. Goals Based Financial Planning
The Red River Group at Morgan Stanley Goals Based Financial Planning 2000 44th Street South Suite 402, Fargo, ND 58103 701-492-2400 / MAIN 800-437-6562 / TOLL-FREE 701-492-2424 / FAX www.morganstanleyfa.com/theredrivergroup
More informationKirsten Midkiff, Small Business Services Group
LLP www.rklcpa.com A BRIGHT FUTURE. If I could give a bit of advice to someone exploring career options, I d say look for a firm that encourages you to form strong personal relationships. At RKL, the people
More informationThe 7 Most Important Things Business Owners Need to Know Before Selling Your Funeral Home
The 7 Most Important Things Business Owners Need to Know Before Selling Your Funeral Home Premier Funeral Managing Group 3815 River Crossing Pkwy, Suite 100 Indianapolis, IN 46240 (317) 566-2072 info@premierfuneral.net
More informationInternship Opportunities
Internship Opportunities 2016 Mueller Prost (800) 649.4838 muellerprost.com 1 At-A-Glance Our Firm 1983 Providing tax, audit, accounting, and consulting services since 1983 St. Louis, MO St. Charles, MO
More informationTurning Marketing Automation Into a Profit Center
Agency Perspectives Issue 16 May 2017 Turning Marketing Automation Into a Profit Center Goodbye HubSpot, Hello SharpSpring... Gary Williams President & CEO, CX3 Group, LLC About the Author Gary Williams
More informationHow to Be a Great Partner! Steve Erickson National Consultant to CPA Firms
How to Be a Great Partner! Steve Erickson National Consultant to CPA Firms Questions Interactive Exchange of ideas Valuable information Objectives Improve your value and effectiveness Promote a client
More informationPreparing for Your Audit. David F. Graling, CPA Ian Shuman, CPA
Preparing for Your Audit David F. Graling, CPA Ian Shuman, CPA Professional Bio David F. Graling, CPA President, Gelman, Rosenberg & Freedman CPAs More than 35 years of experience in public accounting,
More information10/4/2011. Planning for a Successful Sales. Conversation
How to Grow Your Billing Service: Having a Successful Sales Conversation Paul Bernard, Broadleaf Health Jim Sholeff, ECCOHealth Scott Cramer, Kareo 5 Purpose of Today s Session Planning for a Successful
More informationIntroduction to Training & Development
Introduction to Training & Development The Vision Eide Bailly s Training and Development department is designed to provide lifelong learning opportunities that give our staff, firm and clients the competitive
More informationCUSTODY & CLEARING CUSTODY & CLEARING. Powerful resources, personal relationships.
CUSTODY & CLEARING CUSTODY & CLEARING Powerful resources, personal relationships. 1 The right partnership makes all the difference. When it comes to expanding and enhancing your firm s capabilities, Raymond
More informationRequest for Proposal to Provide Public Works/Municipal Utility Organizational Exploration
Saint Paul, MN 55101-2887 Tel: 651-223-3000 Fax: 651-223-3002 www.springsted.com LETTER OF TRANSMITTAL February 12, 2014 Mr. Philip Kern, Delano City Administrator City of Delano and Delano Municipal Utilities
More informationthe state of employee engagement: fall 2014
the state of employee engagement: fall the state of employee engagement: fall 2 Introduction Employee engagement is at levels not seen since before the recession yet the number of employees who are looking
More informationISSUE 01 INTRODUCING NEXT-GENERATION PR: HOW WE USE NEW MEDIA TO INSPIRE AND MOTIVATE AUDIENCES
ISSUE 01 INTRODUCING NEXT-GENERATION PR: HOW WE USE NEW MEDIA TO INSPIRE AND MOTIVATE AUDIENCES BEST PRACTICES IN PR FOR TRULY INTEGRATED COMMUNICATIONS CONTENTS ONE TWO THREE FOUR FIVE SIX SEVEN THE NEXT
More informationFinancial Institutions Consulting. Quality service. Personal attention.
Financial Institutions Consulting Quality service. Personal attention. Why Weaver? With more than 65 years of experience and a commitment to our financial institution clients, Weaver is established as
More informationPositioning Statements
Positioning Statements What is it and why should I have one? A positioning statement is a means of effectively communicating your brand. It is a professional introduction. Your positioning statement includes
More informationFinancial Salary Guide & Employment Outlook
2018 Financial Salary Guide & Employment Outlook About Alliance Resource Group Candidate-first methodology. Our unique discovery process provides an exceptional understanding of the competencies and interests
More informationBuying an Existing Business:
Buying an Existing Business: Pitfalls & Pointers BILL SEAGRAVES So you re considering buying an existing business. First of all, congratulations! This is a big step, and by many accounts, a smart decision.
More informationCLAconnect.com/creditunions. Impact the Future of Credit Unions
CLAconnect.com/creditunions Impact the Future of Credit Unions We Believe Enabling your success means a better world for all of us, but now, more than ever, a greater number of operational, regulatory,
More informationExternal Auditor Independence Policy
External Auditor Independence Policy Policy Statement The objective of this policy is to ensure that audit independence is maintained, both in fact and appearance, such that Telecom s external financial
More informationwithum.com INNOVATIVE SOLUTIONS. WORLD-CLASS CLIENT SERVICE. INDUSTRY EXPERTISE.
withum.com New Jersey. New York. Pennsylvania. Maryland. Florida. Colorado. Grand Cayman. INNOVATIVE SOLUTIONS. WORLD-CLASS CLIENT SERVICE. INDUSTRY EXPERTISE. WHO WE ARE With 13 offices throughout the
More informationMAKE YOUR MOVE! CBRE Capital Markets Associate Program
MAKE YOUR MOVE! CBRE Capital Markets Associate Program JOIN THE CAPITAL MARKETS ASSOCIATE PROGRAM So, you ve graduated and been in the workforce for the past couple of years. What s next? How can you accelerate
More informationMAKE YOUR MOVE! CBRE Capital Markets Associate Program
MAKE YOUR MOVE! CBRE Capital Markets Associate Program JOIN THE CAPITAL MARKETS ASSOCIATE PROGRAM So, you ve graduated and been in the workforce for the past couple of years. What s next? How can you accelerate
More informationExecutive Search Services
Executive Search Services Stewart, Cooper & Coon has been serving corporations and senior executives for twenty years, providing a wide range of executive search and placement services. SC&C Executive
More informationFarm Succession Planning
Agriculture Farm Succession Planning Ten steps toward the future you want. 1 Agriculture Farm Succession Planning Succession planning Succession planning is often on the minds of farmers. That s really
More informationWELCOME MUCH LIKE YOUR FIRST DAY OF SCHOOL, THERE ARE LIKELY QUESTIONS, CONCERNS TO ZGM AND A FEW INSECURITIES THAT YOU VE BROUGHT WITH YOU TODAY.
EMPLOYEE HANDBOOK WELCOME TO ZGM MUCH LIKE YOUR FIRST DAY OF SCHOOL, THERE ARE LIKELY QUESTIONS, CONCERNS AND A FEW INSECURITIES THAT YOU VE BROUGHT WITH YOU TODAY. THIS PIECE IS MEANT TO ANSWER AND ALLEVIATE
More informationAudit committee performance evaluation
Audit committee performance evaluation 1 Next The following questionnaire is based on emerging and leading practices to assist in the self-assessment of an audit committee s performance. It is not intended
More informationNATIONAL CONSTRUCTION & REAL ESTATE GROUP CPAS & ADVISORS. experience perspective // momentum // drive
NATIONAL CONSTRUCTION & REAL ESTATE GROUP CPAS & ADVISORS experience perspective // momentum // drive WHAT ARE YOU REFLECTING ON? Improving performance? Reducing risk? Lowering costs? The list is likely
More informationServing Minnesota s Emerging Markets Homeowners: Best Practices from Emerging Markets Homeownership Programs. Prepared by Dr.
Serving Minnesota s Emerging Markets Homeowners: Best Practices from Emerging Markets Homeownership Programs Prepared by Dr. Kim Skobba 1 Background In 2009, the Minnesota Homeownership Center assumed
More informationFRANCHISE PROSPECTUS THE 24 HOUR SAMEDAY COURIER AND EXPRESS FREIGHT SERVICE SPECIALISTS
FRANCHISE PROSPECTUS THE 24 HOUR SAMEDAY COURIER AND EXPRESS FREIGHT SERVICE SPECIALISTS WELCOME TO THE 1 ST RESPONSE FREIGHT MANAGEMENT FRANCHISE OPPORTUNITY Set Up Your Own Successful 1 st Response Freight
More informationStandards of Excellence for Smaller CPA Firms. By Tom Quin, CPA
Standards of Excellence for Smaller CPA Firms By Tom Quin, CPA In August 2014 the AICPA released for comment a discussion paper on Enhancing Audit Quality, specifically aimed at the smaller firm. Evidently
More informationBusiness Specialists
Calibre CPA Group has extensive experience serving businesses across the United States and can provide the full spectrum of services that allow you to have confidence in and demonstrate your organization
More informationFamily Office and Concierge Services
Family Office and Concierge Services our service promise... listening, communicating and responding Table of Contents Why Outsource? Finance Management and Accounting Services About Us Additional Grassi
More informationRevenue matters Is Australia ready for AASB 15?
Revenue matters Is Australia ready for AASB 15? What would your reaction be if we told you that the most important number in your financial statements was about to change and no one in your business had
More informationCase Study: Spinnaker Trust
Case Study: At A Glance Founded: 2001 Headquarters: Portland, Maine Website: https://www.spinnakertrust.com Services Offered: Financial Planning, Wealth Management and Trust Management AUM: $1.8 billion
More informationStarting Your Own Business
Brief 01.00 Last Revised: 08/2015 Prepared by: Greater Cincinnati and Dayton Chapters Starting Your Own Business Want to start your own business? Our best advice to you is "Be careful!" Why? Because more
More informationA summary of the principles from The Speed of Trust Book:
A summary of the principles from The Speed of Trust Book: The five waves of trust The first wave, Self-Trust, deals with the confidence we have in ourselves in our ability to set and achieve goals, to
More informationLeveraging the Power of GIS Technology for Project Management. Pole Replacement Tracking Tool 11/12/15
Leveraging the Power of GIS Technology for Project Management Pole Replacement Tracking Tool 11/12/15 Presenters Scott Hafner Xcel Energy, strategic resource planner Sean Walker - Xcel Energy, field operations
More informationConflict Management Training Course: Pre-training Questionnaire Responses Managing Water Conflicts, UC Region and Denver TSC
Conflict Management Training Course: Pre-training Questionnaire Responses Managing Water Conflicts, UC Region and Denver TSC Report by Kim Ogren, Racquel Rancier, and Aaron Wolf, PhD Oregon State University
More informationStronger Economies Together
Stronger Economies Together Doing Better Together Sustaining Existing Businesses Dave Shideler, Oklahoma State University SET COACHES GUIDE : Finalizing the Plan : FINALIZING THE PLAN OVERVIEW Purpose:
More informationLeadership without limits
Leadership without limits Work is changing. Leaders must too. The challenge The world of work is changing fast globalisation, evolving technology, a new generation of employees. New styles of work are
More informationClaims Leakage Studies. Does your organization need to complete a Claims Leakage Study?
Claims Leakage Studies Does your organization need to complete a Claims Leakage Study? Best-in-class insurance carriers and claim service providers regularly measure their performance through internal
More informationYour Full Service Financial Firm
Your Full Service Financial Firm your full service financial firm Victor Honeoye Rochester ONEONTA p 585.410.6733 Oneonta 607.432.3462 e tax@alliedfp.com w www.alliedfp.com Securities offered through Cambridge
More informationA Chartered Accountant?
Are you interested in becoming A Chartered Accountant? Make sure you get with the right team! School Leaver Opportunities at Barnes Roffe LLP Barnes Roffe llp Barnes Roffe School Leaver Recruitment 13
More informationYour Full Service Financial Firm
Your Full Service Financial Firm Three convenient locations throughout the Rochester area. Together, we help educate and guide you towards financial success at every stage of life. Victor Office 6536 Anthony
More informationBUILD CLIENT LOYALTY
BUILD CLIENT LOYALTY BUILD CLIENT LOYALTY INTRODUCTION Program Description This program was designed to help identify the type and frequency of activities financial professionals should employ in their
More informationMaximizing the Audit Experience for Nonprofits. Wednesday, November 4, 2015
Maximizing the Audit Experience for Nonprofits Wednesday, November 4, 2015 Welcome to the Webcast! Produced by www.501ctrust.org Providing nonprofit unemployment risk management services since 1982. Education
More informationCorporate Solicitor (0-1 year PQE) The role. Our Team
Corporate Solicitor (0-1 year PQE) The role We'd be very interested in talking to individuals who have recently qualified as a solicitor or who are due to qualify in 2019, to work in our award-winning
More informationEthics and Financial Reporting: Delivering on the Commitment
An address by Bill MacKinnon, FCA Chief Executive, KPMG LLP To the EthicsCentre, Toronto Ontario February 27, 2003 (check against delivery) 1 Thank you The world of auditing and financial reporting has
More informationAudit Committee Bylaws Article X Section 1 Committee Charter. Article X Committees Section 1. Audit Committee
Article X Committees Section 1. Audit Committee A. There shall be an audit committee consisting of five members, elected by the board of directors from its membership. The term of office shall be for three
More informationYour Partners in Success
Your Partners in Success 8362 Pines Blvd., Suite 382 ~ Pembroke Pines, FL 33024 Phone 1-866-678-6588 Fax: 954-430-8776 www.baspartners.com Our Firm MISSION STATEMENT It is the mission of BAS Partners to
More informationBEI 2016 BUSINESS ENTERPRISE INSTITUTE, INC S. COLORADO BLVD. A-460 DENVER, CO
BEI 2016 BUSINESS ENTERPRISE INSTITUTE, INC. 2000 S. COLORADO BLVD. A-460 DENVER, CO 80222 888.206.3009 INFO@EXITPLANNING.COM BEI 2016 BUSINESS OWNER SURVEY REPORT Baby boomers have begun to exit their
More informationget more out of life. It s the value of professional advice.
get more out of life. It s the value of professional advice. Get more out of life with a financial plan There are more benefits to having a financial plan than you may realize. A comprehensive financial
More informationEY Center for Careers in Accounting and Information Systems Career Planning
EY Center for Careers in Accounting and Information Systems Career Planning Introduction What is the difference between career planning and job search? A career plan is a long-term path, based on your
More informationCORPORATE PROFILE Salzedo Street, Ste. 200, Coral Gables, FL Phone / Tel.: (305) Fax: (305)
CORPORATE PROFILE 1 A FIRM FOCUSED ON ACHIEVING YOUR GOALS Arazoza & Company, P.A. has served the South Florida Marketplace for over 40 years, establishing a recognized and indelible reputation as one
More informationAdding value. Contents
2 Contents Adding value Adding value...2 Increase the power of your Connected Practice...3 Greater opportunities...3 Pam 2 Peas... 4 What app value looks like to you... 4 Carmel Spencer & Co... 4 What
More informationBuilding Strength. CLAconnect.com/construction
Building Strength CLAconnect.com/construction Our industry professionals know you, your business, and the construction industry. Transform Issues Into Opportunities What s on your mind? Obtaining adequate
More informationAdvanced Strategies for Using LinkedIn Social Selling for Financial Professionals
Advanced Strategies for Using LinkedIn Social Selling for Financial Professionals 3/15 12002-15A Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity
More informationQ1 Overall, how often are you satisfied with our services?
Q1 Overall, how often are you satisfied with our services? 4.77 NEVER RARELY SOMETIMES MOST OF THE TIME ALWAYS TOTAL WEIGHTED AVERAGE 23.33% 14 76.67% 46 6 4.77 1 I appreciate how consultants are always
More informationNMG CONSULTING GRADUATE PROGRAMME
THE COMPANY NMG Consulting is the leading multinational consultancy focusing solely on investments, insurance and reinsurance markets. We work with financial institutions (insurers, reinsurers, fund managers
More informationan international network with a regional focus
PKF in MENA about us an international network with a regional focus The Middle East and North Africa (MENA) region encompasses approximately 21 countries. The region is an important source of global economic
More informationAudit Committee Performance Evaluation
Audit Committee Performance Evaluation The following Deloitte & Touche LLP ( Deloitte & Touche ) questionnaire can be used to assist in the self-assessment of an audit committees performance. The questionnaire
More informationEven if you wanted to see what other options were out there, what metrics would you use to choose the right partner?
INTRODUCTION We get it. There are so many health benefit brokers out there, and they all seem to be the same. They talk about the same things when you meet with them, their websites all look the same,
More informationSMALL & MEDIUM BUSINESSES
Business Clients SMALL & MEDIUM BUSINESSES Firm Profile Francis & Company, established in 1980, is a full service certified public accounting firm which provides accounting, tax, management consulting,
More informationten six signs promises How Kimley-Horn can figure into your career success Telluride Regional Airport Improvements, Telluride, CO
ten signs six promises How Kimley-Horn can figure into your career success Telluride Regional Airport Improvements, Telluride, CO www.kimley-horn.com Ten Signs, Six Promises Making a change in the course
More informationContents. Foreword 4. ResQ at a glance 5. Our purpose 6. Our core values 7. Our business model 8. Our services 9. What we are 10. Phrases we like 11
Contents Foreword 4 ResQ at a glance 5 Our purpose 6 Our core values 7 Our business model 8 Our services 9 What we are 10 Phrases we like 11 Greater than 12 Non negotiables 13 Lifelong learning 15 It s
More informationHolistic Life Planning Comprehensive Business Strategies Experienced Guidance
Holistic Life Planning Comprehensive Business Strategies Experienced Guidance Financial Planning Associates, LLC is dedicated to providing advice that changes lives to a select group of families, executives,
More informationBusiness Development
Business Development Presenter: Tim Tolan Managing Director, Sanford Rose Associates, Charleston Tim Tolan is the Senior Partner and Managing Director of Sanford Rose Associates Charleston. Tim is a member
More informationdo well by doing good Should I Become an Advisor in the Financial Services Industry?
do well by doing good Should I Become an Advisor in the Financial Services Industry? Do Well by Doing Good 1 Why become an advisor? This is not a career that you try on. Financial advising is a profession,
More informationCliftonLarsonAllen merges in MWA CPA + Business Advisors
By Michael Cohn Published November 06 2018, 12:09pm EST CliftonLarsonAllen merges in MWA CPA + Business Advisors In MWA CPA + Business Advisors, a firm based in Plano, Texas, has joined CliftonLarsonAllen
More information2017 Business Trends in Consulting. Resource Associates Corporation Phone:
2017 Business Trends in Consulting Resource Associates Corporation www.rac-tqi.com Phone: 800.799.6227 Email: success@rac-tqi.com This ebook will share relevant information on the business trends for consulting
More informationCOSO Internal Control Integrated Framework Proposed Update
COSO Internal Control Integrated Framework Proposed Update Presented by: Dustin Birashk September 20, 2012 1 DISCLOSURE STATEMENT The material appearing in this presentation is for informational purposes
More informationInternship Opportunities
Internship Opportunities 1 At-A-Glance 1983 Providing tax, audit, St. Louis, MO accoun ng, and St. Charles, MO consul ng services Irvine, CA since 1983 18 partners: 13 male 5 female Over 150 professionals
More informationSales Advisor (Stakeholder) JOB TITLE: Sales Advisor (Stakeholder) REPORTS TO: Sales & Marketing Manager
JOB TITLE: Sales Advisor (Stakeholder) REPORTS TO: Sales & Marketing Manager POSITION LEVEL: JOB PURPOSE: Salary + Commission Working alongside the Sales & Marketing Manger to develop and promote the organisations
More informationINDEPENDENT EMPLOYEE The Power of Control
INDEPENDENT EMPLOYEE The Power of Control Control. As a financial advisor in a wirehouse environment, you may feel as if you have very little of it. But while gaining full control of your practice by
More informationAudit and Risk Committee Charter
Audit and Risk Committee Charter Purpose The Audit and Risk Committee ( Committee ) has been established as a committee of the board of directors ( Board ) of Trustpower Limited (the Company ) to assist
More informationHCCA AUDIT & COMPLIANCE COMMITTEE CONFERENCE
HCCA AUDIT & COMPLIANCE COMMITTEE CONFERENCE EXTERNAL AUDIT AND THE AUDIT COMMITTEE CHRIS IDEKER, CPA CHRISIDEKER@ALVAREZANDMARSAL.COM February 25 th, 2013 QUESTIONS TO BE ADDRESSED The involvement and
More informationAcquiring the Acquisition Mindset How To Prepare for an Exit Daily N i t i n K h a n n a, C E O, M e r g e r T e c h A d v i s o r s M a y
Acquiring the Acquisition Mindset How To Prepare for an Exit Daily N i t i n K h a n n a, C E O, M e r g e r T e c h A d v i s o r s M a y 2 0 1 5 Introduction What is the acquisition mindset? It is a
More informationCreate Yourself. Where are you going next?
Create Yourself Where are you going next? We re one of Australia s leading professional services firms. What does that mean? We tackle some of the most significant issues currently challenging Australia.
More informationPositioning CAAs for Innovative Antipoverty Approaches. Management and Leadership Conference National Community Action Partnership Jan 2016
Positioning CAAs for Innovative Antipoverty Approaches Management and Leadership Conference National Community Action Partnership Jan 2016 Innovation in GCCAC What behavior or structure supports innovative
More informationHow to Avoid Wasting Millions of Dollars Chasing Down Business
Industry Focus. Powerful Results ṬM How to Avoid Wasting Millions of Dollars Chasing Down Business By Cynthia Paul Getting smart about your go-to-market strategy, picking the right customers and pre-positioning
More informationPutting our behaviours into practice
Putting our behaviours into practice Introduction Our behaviours are an important part of One Housing. They are designed to shape how we work - they are the ideas and approaches that form the foundation
More informationBUILDING YOUR BRAND FROM THE INSIDE OUT BMA Milwaukee Morning Workshop
BUILDING YOUR BRAND FROM THE INSIDE OUT BMA Milwaukee Morning Workshop 05.26.16 INTRODUCTIONS Lauren Pagenkopf Owner & Principal Laurus Consulting, LLC Tom Sanders Director, Brand Strategy Core Creative
More informationCHIEF FINANCIAL OFFICER (CFO)
CHIEF FINANCIAL OFFICER (CFO) Kean Miller LLP is seeking a Chief Financial Officer (CFO) to oversee all aspects of the Firm s financial operations and functions. Based in Baton Rouge, Louisiana, this is
More informationa family of independent firms with diverse cultures
PKF in Asia Pacific about us a family of independent firms with diverse cultures As a melting pot of cultures with some of the most populous countries, the Asia-Pacific region continues to offer exciting
More information