Jooliana Krummel’s Post

🎉 Exciting Leadership Update at Honigman LLP! 🎉 Honigan has announced that Kim (Vollman) Dudek will succeed Donald Kunz as the new Chair of the Corporate Department! 👏 Kim steps up from her previous role as Vice Chair, continuing her focus on representing private equity sponsors and borrowers in acquisition financings, working capital facilities, and more. Congratulations to Kim on this well-deserved leadership role! 💼 #CorporateLaw #Leadership #PrivateEquity #AttorneyAtLaw #AttorneyAtLawMagazine

In this issue of APREA’s Real Assets, we interview Russell Wee, Acquisitions Director of Jean Yip Developments. He shares his journey, inspiration, and perspective on how to thrive in an increasingly challenging business environment. He emphasizes the importance of resilience and continual learning. While real estate remains an enduring asset class, it is ever-evolving, he believes that staying informed and being ready to adapt strategies is critical to keeping ahead. Read more on the interview here: https://lnkd.in/gjVpWGjn #APREA #RealAssets #Leadership #Insights

Wall Street’s boutique powerhouse, PJT Partners, continues its rise under the remarkable leadership of Paul Taubman, now the Street’s newest billionaire. 💼 With a ‘Trump bump’ boosting shares by nearly 10%, PJT has solidified its position as a leader in high-stakes advisory, from restructuring major deals to defending corporate giants. This success reflects a relentless commitment to client outcomes, innovative strategies, and a firm-wide dedication to excellence. A testament to how vision, expertise, and resilience can redefine an industry. 🌍 What lessons do you think emerging leaders can take from PJT’s journey? Let us know in the comments! 👇 #WallStreetSuccess #LeadershipExcellence #FinancialInnovation #CorporateAdvisory #IndustryLeadership

Some might say that they save the best for last - today is the final day of Tiburon CEO Summit XLVI in our home town of #Boston. Our CEO, Paul Saganey CFP®, will take the stage at 10:30am for a CEO Roundtable Discussion entitled “Wealth Management: Leading Nationwide Fee-Based Financial Advisors (RIAs)”. Paul will take the stage alongside some of the most innovative and successful leaders in the RIA space and this promises to be a highlight of the week's agenda. Joining Paul are: • Jeff Schwantz, CRO of Advisor360° • Matthew Fleissig, CEO of Pathstone • Eric Kittner, CEO of Moneta • Michael LaMena, CEO of Wealthspire Advisors • John Longley, CEO of SageView Advisory Group #IntegratedPartners #Integrated #RIA #TiburonXLVI #wealthmanagement #financialservices #summit #industryleaders #seniorexecutives #IndependentAdvisor #Wealthadvisor #financialadvisor #investmentmanagement #investments #growth #leadership #partnership #financeindustry #finance #CEOSummit #WeBelieveInAdvisors https://lnkd.in/gxDwDUpX

Building a Snowball and Building a Legacy ❄️💼 Ever tried rolling a snowball? It starts small, but as you push it along, it gathers more snow, becoming larger, stronger, and more solid. Building a reputable accountancy practice through M&A is no different. Each acquisition adds layers of expertise, resources, and market presence. But just like the snowball, it requires careful guidance to keep rolling in the right direction. As an M&A broker specialising in accountancy practices, I’ve seen firsthand how firms grow not just in size, but in value and reputation when the right strategies and partnerships are in place. If you’re thinking of growing your practice—or perhaps starting your snowball journey—let’s connect. The first step is always the most exciting. Insite M&A #MergersAndAcquisitions #AccountancyPractice #BusinessGrowth #ReputationBuilding #Leadership

Leadership Lessons and the Road Ahead This year marks 20 years since the founding of Beckley & Associates PLLC, and it’s a moment that gives me pause to reflect on the journey and what I’ve learned along the way. When Juliette Collin and I first started the firm, I never could have imagined the partnerships, growth, and challenges that would shape our team and the work we do for our clients. Over the years, one of the most valuable lessons I've learned is that leadership is about listening—listening to our clients, to our team, and to the changing landscape of our industry. Our role isn’t just about numbers; it’s about understanding the goals and values that drive the businesses we serve, so we can offer tailored, meaningful guidance. As we look to the future, the challenges keep us motivated. Changes in regulations, economic shifts, and evolving client needs require us to stay adaptable and forward-thinking. We’re committed to continuing our journey as a trusted partner, helping our clients navigate their financial futures with clarity and confidence. #Leadership #BusinessGrowth #BeckleyAndAssociates #CPA #20YearsAndCounting #FocusOnWhatMattersMost #Accountants #SmallBusiness

“Financial advice often has very little to do with finance. Alpha, asset management strategies – these are table stakes. Relationships are the selling point of your business.” As FinServe Network ambassador Marco R. Williams, CFP® of JP Morgan says, the financial services industry is powered by client relationships – and getting comfortable with having personal conversations with existing and prospective clients is key to winning their trust and maintaining their business. Learn more about how our Black Executive Leadership Program and his personal experiences have powered his career growth, and get his insights on how they can help yours as well! https://lnkd.in/d9BpifSv #financialservices #practicemanagement #wealthmanagement #finservenetwork #expandyouropportunities

Across the S&P 1500, we believe some CEOs held on to wait for an economic rebound, and many boards pushed succession timelines out to retain a seasoned CEO in the face of continued instability. Learn more: https://lnkd.in/gnBHMVum #CEO #ceotransitions

“Financial advice often has very little to do with finance. Alpha, asset management strategies – these are table stakes. Relationships are the selling point of your business.” As FinServe Network ambassador Marco R. Williams, CFP® of JP Morgan says, the financial services industry is powered by client relationships – and getting comfortable with having personal conversations with existing and prospective clients is key to winning their trust and maintaining their business. Learn more about how our Black Executive Leadership Program and his personal experiences have powered his career growth, and get his insights on how they can help yours as well! https://lnkd.in/dmnShKCX #financialservices #practicemanagement #wealthmanagement #finservenetwork #expandyouropportunities

Across the S&P 1500, we believe some CEOs held on to wait for an economic rebound, and many boards pushed succession timelines out to retain a seasoned CEO in the face of continued instability. Learn more: https://lnkd.in/ejJ4VyAm #CEO #ceotransitions