CBIZ Advisory Services’ Post

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. 👏👍

Raymond James has once again been named to TIME Magazine's World's Best Companies list, celebrating the top-performing global companies based on employee satisfaction, revenue growth, and sustainability. Learn more: https://lnkd.in/et9JufQd #TopCompany #BestInBusiness #FinanceLeaders #InvestmentBanking #WealthManagement #FinancialServices #MarketLeaders #BusinessSuccess #CorporateExcellence #Leadership #financialplanning #personalfinance #investing #financialfreedom #finance #money #wealthmanagement #retirementplanning #financialadvisor #financialliteracy

#RealtaWealth CEO Kevin M. Keefe, CFA and Jacob Indursky of Citywire discuss the latest executive leadership enhancements at the firm and how new CFO Timothy Bowman, CPA will play a strategic role in future growth. ‘He’s incredibly talented and experienced as it relates to all the things that I need and the firm needs on the finance side because it is such a complex kind of business," Kevin told the publication. "His experience in growing firms is also really attractive and it was something that was like, Man, this is this could be a very exciting partnership." Check out the story at https://lnkd.in/dEe-Pa9e #WealthManagement #FinancialServices #FinancialAdvisors

From Assistant -to-the-Chair to CFO to CEO in 14 years. Market seems to be positive so far. Good succession planning? Context: Raymond James announced on March 19th that its current CFO, Paul Shoukry, will take over the CEO baton when Paul Reilly steps down in 2025. This reminded me of a great conversation I had with a friend on the path to becoming CEO. Who generally fits into a CEO role - CFOs vs. COOs vs. GMs? Link: https://lnkd.in/d3WrFunv Chart: 5-Day ticker performance showing impact of RayJay's announcement.

Mirror World magazine gladly features John Murphy the Chief Revenue Officer at Scope Markets, is passionate about financial markets, and brings a unique perspective to his leadership role. Equipped with diverse experience, his commitment to innovation sets him apart. Read More: https://shorturl.at/twHSQ #FinancialInnovation #MarketLeadership #InvestmentTrends #TechInFinance #FintechLeader #FinancialMarkets #InnovationStrategy #JohnMurphyLeadership #FinanceDisruption #FutureOfFinance

Steven Gaven, our new Chief Growth Officer, and Christina Walsh, our incoming Chief Financial Officer, bring with them a wealth of experience and expertise that will undoubtedly fuel our continued success and growth. Thanks to Citywire for featuring these executive appointments. These pivotal additions to our leadership team represent our commitment to driving innovation and excellence in the financial services space. Welcome Christina and Steve! #SageViewAdvisoryGroup #SageView #ExecutiveAppointments #FinancialLeadership #WealthManagement #FinancialServices Click below to check out the full article!

Do you have a succession plan for your business?

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

As 2025 approaches, it’s crucial for businesses to kickstart their planning. The partners at Florida CFO Group have collectively crafted over 1,000 annual plans and budgets throughout their extensive careers. With a wealth of experience under our belts, we have invaluable insights to share. #BusinessPlanning #2025Strategy #CFOInsights #AnnualBudgeting #LeadershipExperience

Emphasize the need for continuous improvement beyond budgeting. It’s critical to not just focus on achieving budget targets but also fostering a culture of continuous process improvement. Look for efficiencies and innovations that can streamline operations and boost profitability in 2025 and beyond.