BHG Financial Institutional Network’s Post

Is there a right time for a founder to step down as #CEO? Find out the common triggers and best practices for a smooth transition from founder to second CEO in our recent sit-down interview with Matt Sharrers, Managing Partner at ETJ Advisory, as he and Bespoke Partners CEO Eric Walczykowski explore this critical topic in our latest blog post. Matt shares insights from his book, "The Second CEO: Accelerating Scale When Following the Founder." Check it out: https://lnkd.in/eNnRA5gH

Please join me for our 2nd annual panel discussion with executive leaders across sectors as we explore “Pioneering Paths to the C-Suite”. It is sure to be a great discussion.

📢 Come and join the conversation around getting your business 'sale-ready' at The Gleneagles Townhouse in Edinburgh with IoD Scotland. 📢 Even if you’re not currently considering selling your business, succession planning, or investing, we believe in being prepared and fostering short-term growth and resilience. What you can expect to learn from our three esteemed Business Leaders if you attend this exclusive event:  **Gain insights into the critical strategies, challenges overcome, and lessons learned throughout the journey to a successful exit. **Learn how to spot potential investments and make decisions that ensure long-term success and growth. **Understand the tactics that have propelled other businesses to thrive and secure profitable exits. Live case study examples will be shared. Don't miss out on securing your place – a few spots are still available. We aim to keep this event intimate to encourage open and honest conversations among the attending business leaders. (This is a learning and networking event, not one where you'll be sold to.) Book your place today. 🙌 https://lnkd.in/em-V7idW

Calling all CEOs, you should be a CRO! Don't know what it means? Check out our video from our CEO, Tina Lum! #buinesstips #businessowner

To end the Family Office Summit, I moderated our MFO 2.0 panel featuring 3 major family offices and their leadership: Neil Nisker (Our Family Office Inc.), Greg Moore (Richter Family Office), and Stephen Harvey (Grayhawk Wealth). Then our second round of Table Talks led to our closing reception and that was it! Stats: - 260 registered, 238 name badges picked-up - 70 SFO individuals, about 1/3 principals / 2/3 professionals + 60 MFO, investment consultant people and IAs (50% investor/allocators). 90% Canadian SFOs; ~50% had not been to the conference before - 40% managers from Canada, US, Europe; fund sizes from a few millions $ to deca/centa-billion $ - 10% service providers (as usual, they had the benefit of 90% of attendees to speak with…a target-rich environment). CAASA - Canadian Association of Alternative Strategies & Assets We love alts

Like the limelight, enjoy influencing others, and want to be on this stage? August 22 is our next DisruprHR Orlando event, held at the Winter Park Library. We are looking for fresh, fun business topics relevant to CEO’s, CFO’s, CHRO’s and all those in between! Got a topic that would be new and different? Bring it. Please call me at 407-259-1135. My only requirement is the you understand what DisruptHR is and research how the 5 min engagements work. Phil Nahajewski

Calling all marketing and commercial leaders working to grow and succeed in a start-up environment! Join us for a unique roundtable online event on May 15th. Learn about the challenges and opportunities in today's competitive market and gain some expert insights and practical tips. Complementary registration today: https://lnkd.in/eHr8zYqK Excited to host this discussion alongside our expert panelists Jodi Barrientos, Katherine Atkinson Lorna Cuddon #DigitallMarketing #MarketingStrategy #TechMarketingTips #StartupGrowthJourney #SMEMarketingInsights  

📢 Are you a marketing or commercial leader working tirelessly to drive growth and success in a dynamic startup environment? Join SelectScience® CEO Kerry Parker and her guests for a roundtable event on May 15th as they explore the challenges and opportunities marketers face in today’s fiercely competitive market. Listen as industry leaders Jodi Barrientos, Katherine Atkinson, and Lorna Cuddon share valuable insights and practical tips. Register for free: https://lnkd.in/eHr8zYqK #digitalmarketing #marketingstrategy #techmarketingtips #startup

Last chance to #register for tomorrow's roundtable webinar. Topics include: How to be agile and spot new opportunities; Key strategies when launching a new brand and building your customer database; Easy ideas to create customer advocacy and content; Top tips to maximize your budget in a challenging economic climate.

Register today for an engaging round table with key industry executives talking about, launching a new brand and building your customer database; Easy ideas to create customer advocacy and content AND Top tips to maximize your budget in a challenging economic climate plus more. #REGISTER