Suzi Woolfson’s Post

Passing the CPA exam on the first attempt with average scores above 95 is indeed an incredible accomplishment! I recently had the opportunity to discuss CPA study tips with Eleanna Lee (Weissman), an Elijah Watt Sells Award Winner! Watch our discussion on YouTube - https://lnkd.in/g2AsrZZ7

PwC has named Marco Amitrano ACA MCMI ChMC as its next senior partner for the UK and Middle East. Read more on eprivateclient

“My accountancy background gave the local leadership team confidence in me and the group I was leading." Una Troy, Managing Director with SS&C Technologies, tells us how her qualification as a Chartered Accountant benefited her career progression in the United States. Read the full article on the Accountancy Ireland website: https://brnw.ch/21wHm6S Chartered Accountants Ireland #CharteredAccountants #CharteredAccountantsAbroad #AmericanAccountants #WorkingAbroad

Consumer Duty: Staying One Step Ahead of The FCA In 2025 Registration is filling up fast for our next free webinar – hosted in conjunction with the Consumer Duty Alliance – on Tuesday 3 December at 11.00 AM (GMT). Register here: https://hubs.li/Q02ZyS7K0 We are delighted to be joined by Keith Richards, CEO of the Consumer Duty Alliance (CDA) for this 60-minute online session. The CDA is consumer focused and brings together a cross-sector alliance for the sharing of 'good practice' to support members, engage Policymakers on key Consumer Duty matters and raise the profile of the profession and the value of professional advice with the public. Keith is a recognised leader within the financial services sector and has over 38 years’ experience operating at executive level. He'll be joining Adrian Harvey, CEO of Elephants Don't Forget, to discuss what firms can do to get ahead of the FCA’s expectations in 2025. We’ll be discussing key themes including: ✔️ What will distinguish leading firms from ‘also-rans’ in their approach to the Duty in 2025? ✔️ How the FCA will test and assess how embedded Consumer Duty behaviours are across your firm over the next 12 months. ✔️ How firms, through compliance with the Duty, can unlock and realise quantifiable customer-led growth. #ConsumerDuty #FCA #Webinar #FinancialServices #ProfessionalAdvice #ConsumerFocus #GoodPractice #CustomerGrowth #Compliance #Leadership #FinancialSector

It has been a couple of weeks since Forbes announced their ‘Best-In-State Wealth Advisors’ award results, and I am still receiving congratulations from many people. I want to express my gratitude to all those who have supported my business. Some young advisors have asked me what my secret was to receive this award from Forbes. The answer is simple: continuously do what you love and aim to help people. I have been following this rule for 28 years, and it has worked perfectly for me. No matter what hardships I have faced, I always try to help others. Only true dedication to your work will pay you back. #sevensaberswealth #financialadvisor #financialplanning

They say you do business with those who you trust. Trust is what holds those business relationships together. #berkshirehathaway A Name You Can Trust. #TeamAnavah Simply Honest And Detailed-Oriented #seamlesstransactions #exceptionalexperiences #referrals

During our annual Partner Conference, Partner Matthew Oakey, received a coveted Partner Value Award for Own it. Matt says: "It is fantastic to be recognised for the “Own It” values award for leading the operational aspect of the Business Private Client & Advisory. At SW we are always looking for ways to enhance our service while making it a rewarding experience for our team." Partners, Associate Directors and other senior leaders provide nominations for our Partner Values Awards each year. SW Accountants & Advisors has five firm values, they are: Own It, Love Your Work, Share the Load, Embrace the Ride and Open Doors. These values are embedded into our everyday way of working and communicating, and importantly we recognise these exemplary behaviours across our whole firm. For us, 'Own it' means:  - Believe in yourself  - Have an opinion  - Give it a go  - Rally - Speak your truth - Have a view  - Be accountable  - Show spirit  - Say what you think Our clients and our people are at the heart of all that we do. Relationships make all the difference. Our teams thrive on being able to help a client achieve their best. We love what we do, that’s why we look to take the lead and deliver results. Duane Rogers Tim Stillwell Steven Edmonds Abi Chellapen Sam Morris Rami Eltchelebi Hayley Underwood Nick Michael Helen Wicker Matt Birrell Vikas Nahar, CFA Amanda Lee Julia Lee Kate Morhi K Dara Larasati Ming Wai (Derek) Tang Hayley Mahony David Meagher Georgia Glastonbury Steve Allan Rick Hemphill Andy Lau Daren McDonald Chris Dexter Michael Qin Sejla Kadric Janelle McPhee Lesley Irving Sandra Slaviero Joshua Trowsdale Nicholas Solome #ownit #firmvalues

What makes an #AuditAndRiskAwards winner? Here’s why The Wellcome Trust Internal Audit Team won their award for Outstanding Team: Third Sector, according to our judges. Register your interest for next year’s awards here: https://bit.ly/3W5zZl8

It's B Corp Month! As a B Corp ourselves, we're thrilled to be part of the global celebration with over 8,000 other businesses. But what does it mean to be a B Corp? Check out this article to learn more behind the celebration and the impact of this certification. https://bit.ly/48BjscS #BCorpMonth #BetterBusiness #SustainabilityMatters

We have all heard the quips and sound bites "Starting a company is hard" Well, yes that is true. It's a magical and ulcer inducing time. Early stage companies are madness, but the belief of possibilities is what keeps everyone going. Very few companies gain traction in their first years, but if you start seeing some growth and momentum, the Inc. Magazine 5000 list becomes a goal. Zambezi first made the list in 2011, after barely surviving the 2008/2009 financial crisis. Coming out of that, we doubled down on focusing on sports and entertainment brands and we went BOOM! Zambezi continued to be on the list in 2012,2013 and 2014. Chris Raih and I had two kids during this time and it was a blur. But a very fun one in hindsight. Okay, now you are growing! You've made your mark in the industry. There is rapid growth for a multi-year time period. While starting is hard, scaling is a whole different ball game. You are so energized by growth, but quickly realize most of the "things" have to change. People (What? I can do it better) Process (Why? I can do it faster) Strategy (Why change it? It's WORKING!) Cash (Holy Shit! Where did it go?!?!) Zambezi has gone through two different scaling periods (2011-2014, 2019-2024). First period was transitioning from a small business to a midsize business. Second period was building new business units in FIN (production studio) and SCALE (media). Through both of those periods, we needed to have completely different business approaches. It was messy and hard. Main difference is during the second period, we invested heavily in coaching. DO THIS! Also for early stage growth companies, previous success is usually the hindrance for continued scaling. How can you change the special sauce that made this company SOAR? It's very hard once you have had a taste of success to not rinse and repeat. But you can't - you need to continue to innovate. Okay, you've grown significantly! Now you have to sustain it Sustained growth is the hardest. It requires bottling up the magic of success to make that an everyday occurrence. No more flash in the pan. The business is at a scale that requires foresight, investment and flawless execution. It's a whole different business strategy, which again requires a retooled approach. Over the 18-year history at Zambezi, our rapid growth periods follow a few years of sustained growth. This has allowed us to acclimate to the growth, get the foundation set and then implement the next growth strategy. Zambezi was on the Inc 5000 list in 2019, 2023 and proud to announce THIS YEAR in 2024. Our team has done something very few companies can do - continue to build and grow a sustainable company. Thank you to everyone at Zambezi and our alumni (FOZs) We wouldn't be here without you LFG! 🦈 #womenowned #inc5000 #entrepreneurship