ACG Western Michigan’s Post

Join the Trust and Estate team at National Association of Estate Planners & Councils (NAEPC) ‘s Advanced Estate Planning Strategies Conference and Council Leadership Conference. Connect with Tammy Wong and Thomas J Fernley, Jr. to see how we can simplify complex banking scenarios for your clients. Let us handle the details so you can focus on what matters most: - Enhanced FDIC insurance coverage - Accounts requiring multiple signers across different states - Court-restricted accounts - Duplicate statement delivery Come explore the latest trends in estate planning and leadership development—see you there!

You may have heard of “Hard Knocks,” a show I’ve always found interesting and inspiring (even when they’re not following my Miami Dolphins).     Hard Knocks shadows an NFL team as it prepares for the season, and while the team in focus changes each year, many of the themes remain the same:     1.      Ignore the noise    2.      Know your role — and execute with confidence   3.      Trust the people around you    These simple and powerful principles are relevant far beyond football.     When each of us trusts the process, believes in the person next to us, and does everything we can to contribute in our own unique ways, we can achieve our goals. And while individual achievements are great, we know there’s nothing sweeter than earning success together.   At Grant Thornton, this is how we deliver personalized, high-quality solutions to our clients.    This is how we win for our people, our clients, and our firm.    #MondayMotivation #LetsGo 

🚀The Journey Continues at Sikich! We’re not just celebrating our achievements; we’re gearing up for what's next! 💥5/9: With a powerful $250 million investment from Bain Capital, we're accelerating towards even greater innovation and growth. 🌟 7/10: Our CEO, Christopher Geier, isn't slowing down after winning two Gold Globee Leadership Honors at the 16th Annual Golden Bridge Awards. His visionary leadership is just the beginning of what's to come. 📈 7/31: Sikich is honored to be named #28 on INSIDE Public Accounting’s 2024 Top 100 list. But being on top isn’t our endgame—it’s just the launchpad. 🚀 8/1: We’re proud to debut on Financial Advisor Magazine's Top 50 Fastest Growing RIA List, ranking #311 out of 419. This growth is the momentum pushing us forward. So, where are we going next? The sky's the limit! #SikichOnTheMove #NextLevelLeadership #InnovationInMotion #CPA #SiteSelection #Incentives #PrivateEquity #BusinessAdvisory #RiskManagement #TaxConsulting #TechnologySolutions #WealthManagement #AuditServices #MergersAndAcquisitions #ValuationServices Sabrina Champagne Tom Bayer, CPA, CExP Larry Johnson John Iwanski Kael Campbell, CPA Steven Randall Miranda Humphrey Mark Kane Michael Barton, CPA Mary O'Connor, ASA, CRE, CMI, CFE Ray Lampner, CPA, ABV, CVA, CFF, CEPA Antony Nettleton Richard Lynch Bobby Achettu

A very informative and helpful event as good CFO-CEO relationship often comes down to managing expectations and building trust. The panel deep dove into understanding and embracing the CEO's vision and how the CFO plays a crucial role in translating it into achievable company’s vision. 👏👍

-Marsh McLennan announces David Liston as Chief Commercial Officer for US and Canada, tasked with driving collaboration and innovation across the firm's businesses to maximize client impact and spur business growth. -Liston's extensive leadership background and client-centric approach position him to deliver value to colleagues, clients, and the business, says Pat Tomlinson, CEO of Marsh McLennan US and Canada, and President of Mercer. -With over 30 years at Marsh, Liston's appointment underscores Marsh McLennan's commitment to leveraging internal talent and expertise to provide clients with actionable solutions in today's complex business environment. To know more, read the full article on #theenterprise #MarshMcLennan #LeadershipAppointment #CommercialStrategy #BusinessGrowth #ClientImpact #globalbusiness #theenterprisenews #followformore #global #finance

At LBMC W Squared, our values aren't just words on a wall—they're the foundation of everything we do. 🏗️ 🤝 Honesty and integrity aren't just buzzwords for us. They guide every decision we make and every interaction we have. 🏅 Quality and reliability? Non-negotiable. We're committed to delivering excellence, no exceptions. 🤜🤛 Teamwork isn't just a nice-to-have—it's our secret sauce. It's how we build trust and deliver results that exceed expectations. 👥 Every individual matters. We respect the dignity and worth of everyone we work with, from our team members to our clients. 🎯 Leadership, to us, means doing the right things AND doing things right. It's a dual commitment that drives us forward. These aren't just corporate values—they're our promise to you. When you work with LBMC W Squared, you're partnering with a team that lives these principles every day. Want to experience the difference values-driven accounting can make for your business? Let's connect! #LBMCWSquared #CorporateValues #Integrity #Quality #Teamwork #Leadership #AccountingExcellence

Three experienced board members discuss whether (and why) boards should rethink the conventional wisdom around the role of their directors: https://lnkd.in/gdV7hAhm #BoardPerformance #CorporateGovernance #DiversityOfThought

The top 150 FTSE boards appointed 196 new directors in 2024. Read more about the new director cohort and other board composition trends in the 2024 UK Spencer Stuart Board Index: https://bit.ly/4fcKxGz

Big news! Please welcome Edison Fong, FSA, CFA, FCIA, MAAA, CERA as the new CEO of Front Street Re. We're excited about the future of reinsurance innovation under his leadership! (link in comments) #reinsurance #leadership

Consolidation in the RIA space continues to reshape our industry, posing important questions about maintaining fiduciary duty amidst growth. Striking the right balance between scale and client-first values is essential. What are your thoughts on how firms can navigate this challenge?