Catalina Crunch’s Post

"The way we saw this ecosystem 10 years ago, five years ago, and today, it has evolved significantly. The space will continue to transform and improve in the coming decades." - Nauman Mustafa Last month we had an exclusive discussion with Nauman N. Mustafa, CPA, CFO at Celo Foundation. From his perspective, we went deep into the evolving landscape of financial operations and compliance. Click "WATCH NOW" in the comment below to access the highlights and recordings. Why You Should Watch: Nauman Mustafa will guide you to understand the trends and future developments that will shape financial operations and compliance in the upcoming years.

In her latest piece in the Journal of Financial Planning, Gretchen Halpin shares fresh insights and strategic approaches for today’s financial professionals, offering valuable perspectives to enhance client engagement and advisory practices. Her contribution highlights the evolving role of data and adaptability in building resilient financial strategies. Read the full article to explore her latest perspectives on driving success in the financial landscape: https://bit.ly/40whABK

Click here https://lnkd.in/gK6nakQ to register: Join my team and I as we present this holistic financial planning presentation on "Steps to Financial Confidence.

On the back of the budget speech, have you set up a meeting with your financial planning team to discuss the ins and outs, and how it applies to both financial planning and client conversations? If not, it's not too late, and you'll find that bringing the team together will offer different perspectives and stimulate good discussion, all of which will ultimately benefit the client because there is generative work going on behind the scenes.

Unlocking Financial Insights: Empowering Our Executive Directors 🌟 In today’s dynamic business landscape, financial literacy is a game-changer. Today is our monthly meeting with each community’s Executive Director. Our goal is clear: to empower them with a deeper understanding of their financial statements. When they have this knowledge, they can make informed decisions that drive the community’s success. Let’s strengthen our company together! 💪📊

In this first session of Deltek's Essential Trends Summer Series, we're diving into #AE financial trends! Join to hear year-over-year financial outlooks and overall A&E industry financial performance. Plus, you'll learn how your firm can track KPIs to drive profitability and stand out among your peers. https://gag.gl/ux2a9Q

In this first session of Deltek's Essential Trends Summer Series, we're diving into #AE financial trends! Join to hear year-over-year financial outlooks and overall A&E industry financial performance. Plus, you'll learn how your firm can track KPIs to drive profitability and stand out among your peers. https://gag.gl/ux2a9Q

In this first session of Deltek's Essential Trends Summer Series, we're diving into #AE financial trends! Join to hear year-over-year financial outlooks and overall A&E industry financial performance. Plus, you'll learn how your firm can track KPIs to drive profitability and stand out among your peers. https://gag.gl/ux2a9Q

Join us at the LeadingAge New York Financial Professionals Conference on September 11th at The Saratoga Hilton in Saratoga Springs, NY. Our Partners, Dorothea Russo, CPA and Christopher J. McCarthy will be speaking in the session, “Wrapping It All Up: Key Tips, Tricks and Takeaways,” sharing actionable insights to help you navigate financial challenges and avoid common pitfalls. Don’t miss this opportunity to equip yourself with strategies for successful financial management! #PKFOD #KnowGreaterValue #FinancialProfessionals #HealthcareFinance

Join us at the LeadingAge New York Financial Professionals Conference on September 11th at The Saratoga Hilton in Saratoga Springs, NY. Our Partners, Dorothea Russo, CPA and Christopher J. McCarthy will be speaking in the session, “Wrapping It All Up: Key Tips, Tricks and Takeaways,” sharing actionable insights to help you navigate financial challenges and avoid common pitfalls. Don’t miss this opportunity to equip yourself with strategies for successful financial management! #PKFOD #KnowGreaterValue #FinancialProfessionals #HealthcareFinance