Major Components of the Faith-Based Financial Legacy Plan™
• Perpetual Tithing Legacy Program
• Pre-Marital Financial Planning
• Free Guaranteed College Tuition Scholarship Program
• The Shepherd's Retirement Plan
The document provides information about a Chief Financial Officer position at Compassion International, a global Christian nonprofit organization. It includes a summary of the position responsibilities, which involve leading the finance and treasury divisions, providing strategic financial leadership and oversight, and ensuring effective financial governance. It also lists specific responsibilities such as financial planning and reporting, budgeting, expense management, and managing the finance team. The role requires maintaining Christian values and advocating for children in poverty.
This document summarizes information about The Schoff Group, a wealth management team within UBS Financial Services Inc. located in Rochester, NY. The team consists of William Schoff, Kathleen Titus, Stephen Wilson, and Barbara Fraser. They provide comprehensive wealth management services to high net worth individuals, families, and corporate executives. Their mission is to objectively manage clients' investments and advise them on financial planning to help achieve long-term financial goals and objectives.
This document discusses an employment program called People Helping People (PHP) that aims to reduce child poverty by helping low-income women, especially single mothers, gain successful long-term employment. PHP provides training to help women develop skills, confidence, and work experience to obtain and keep better jobs. For over 20 years, PHP has served women across northern Utah through education programs, mentorship, and community partnerships. PHP volunteers donate over 4,800 hours annually and play an essential role in coaching and training program participants.
In January of 2017, PeacePlayers launched a partnership with Nike to bring PeacePlayers’ proven model of uniting communities through sport to the United States. This partnership piloted growth in 2017 first to Baltimore, Brooklyn and Detroit, and then in the summer of 2018 added programs in Chicago and Los Angeles. At this time we are excited to begin launching two new sites Memphis (TN) and Portland (OR). We are currently seeking a Director to lead the planning and implementation of PeacePlayers Memphis.
A family office is a private wealth management firm that offers comprehensive financial services tailored to high-net-worth individuals and families. They provide a total solution for managing finances, investments, taxes, estate planning, philanthropic goals, and family governance. Family offices assemble a team of experts across various disciplines to address all the complex issues wealthy families face. They also educate family members and work to minimize conflicts, so the family's legacy and values are preserved for future generations.
The document discusses the risks of fraud in the charity sector, noting that charities can be targets for fraudsters who perceive there is less control than in commercial organizations. It emphasizes that trustees must remain aware of fraud risks, apply skepticism, and ensure adequate anti-fraud policies are in place to protect the charity, even if they believe their financial controls are strong. Charity trustees are advised to implement preventative measures and policies to reduce fraud risks.
Mappa Wealth Management provides independent wealth management and financial planning services. They aim to exceed client expectations through experience, knowledge, discipline, and dedication to client objectives. The firm believes in long-term relationships built on trust and integrity, and helping clients achieve their financial goals is just the beginning of their support on the entire financial journey. The firm offers services like retirement planning, investment management, estate planning, and more to help clients reach a sound financial future.
The document provides information about a Chief Financial Officer position at Compassion International, a global Christian nonprofit organization. It includes a summary of the position responsibilities, which involve leading the finance and treasury divisions, providing strategic financial leadership and oversight, and ensuring effective financial governance. It also lists specific responsibilities such as financial planning and reporting, budgeting, expense management, and managing the finance team. The role requires maintaining Christian values and advocating for children in poverty.
This document summarizes information about The Schoff Group, a wealth management team within UBS Financial Services Inc. located in Rochester, NY. The team consists of William Schoff, Kathleen Titus, Stephen Wilson, and Barbara Fraser. They provide comprehensive wealth management services to high net worth individuals, families, and corporate executives. Their mission is to objectively manage clients' investments and advise them on financial planning to help achieve long-term financial goals and objectives.
This document discusses an employment program called People Helping People (PHP) that aims to reduce child poverty by helping low-income women, especially single mothers, gain successful long-term employment. PHP provides training to help women develop skills, confidence, and work experience to obtain and keep better jobs. For over 20 years, PHP has served women across northern Utah through education programs, mentorship, and community partnerships. PHP volunteers donate over 4,800 hours annually and play an essential role in coaching and training program participants.
In January of 2017, PeacePlayers launched a partnership with Nike to bring PeacePlayers’ proven model of uniting communities through sport to the United States. This partnership piloted growth in 2017 first to Baltimore, Brooklyn and Detroit, and then in the summer of 2018 added programs in Chicago and Los Angeles. At this time we are excited to begin launching two new sites Memphis (TN) and Portland (OR). We are currently seeking a Director to lead the planning and implementation of PeacePlayers Memphis.
A family office is a private wealth management firm that offers comprehensive financial services tailored to high-net-worth individuals and families. They provide a total solution for managing finances, investments, taxes, estate planning, philanthropic goals, and family governance. Family offices assemble a team of experts across various disciplines to address all the complex issues wealthy families face. They also educate family members and work to minimize conflicts, so the family's legacy and values are preserved for future generations.
The document discusses the risks of fraud in the charity sector, noting that charities can be targets for fraudsters who perceive there is less control than in commercial organizations. It emphasizes that trustees must remain aware of fraud risks, apply skepticism, and ensure adequate anti-fraud policies are in place to protect the charity, even if they believe their financial controls are strong. Charity trustees are advised to implement preventative measures and policies to reduce fraud risks.
Mappa Wealth Management provides independent wealth management and financial planning services. They aim to exceed client expectations through experience, knowledge, discipline, and dedication to client objectives. The firm believes in long-term relationships built on trust and integrity, and helping clients achieve their financial goals is just the beginning of their support on the entire financial journey. The firm offers services like retirement planning, investment management, estate planning, and more to help clients reach a sound financial future.
This letter recommends Caroline Ross for employment. It details that the author has known Caroline for five years through their Delta Gamma Fraternity. As VP of finance, Caroline managed a $200,000 budget and was strategic in constructing the next year's budget. As an Honor Board member, Caroline held her peers accountable and upheld the fraternity's standards. The author strongly believes Caroline will continue developing professionally and be an asset to any organization.
Dax Sukhraj is currently President and CEO of Keybase Financial Group and Argosy Securities Inc. He has spent all his whole career in the financial and investment world.
Ken has over 20 years of experience helping organizations increase profits, reduce costs, and overcome challenges through strategic planning, training, and advising on branding, culture, and management. He has worked with hundreds of organizations as a facilitator and expert consultant since 2001, and has also served as an executive for three financial institutions. Ken is a published author of books on business success, strategic planning, and financial institutions, and his articles have appeared in industry publications.
Chad Zagel is a financial advisor in Grand Rapids, Michigan who specializes in teaching clients how to achieve financial abundance. He has over 10 years of experience and helps clients thrive in any economic situation. Zagel serves on several community boards and partners with other professionals to help their clients grow their businesses and finances. He works with families, businesses, and strategic partners to implement principles like retirement planning, education funding, risk management, and estate planning.
Hugh Donald Womack has over 16 years of experience in fundraising and growing non-profit and for-profit organizations. He has coordinated volunteers, increased revenue by 40% as Executive Director of the Mobile Jaycees. As owner of two financial planning practices, he exceeded $48 million in assets under management and generated over $2.8 million in commissions. Womack is now seeking a fundraiser position with a charity, university or non-profit to utilize his leadership skills and experience in donor development, fundraising, and client relations.
Ida tax credit conference 12 07-06 for duplicatorDenis Rigdon
The mission of Project H.O.P.E. is to facilitate partnerships between congregations, community organizations, and low-income individuals to help them gain independence. It is hosting a tax credit conference on December 7th to educate attendees on IDA tax credits, which allow taxpayers to direct their Missouri tax dollars to help qualified employees in their community build assets through an IDA program. The IDA program provides financial education and matches savings for goals like homeownership, education, small business or vehicle purchase. It benefits both the community and employees by providing opportunities for advancement and building stabilizing assets.
Clarence Lee Smith is an experienced insurance and financial services professional seeking a senior account executive position. He currently owns and operates his own successful insurance and financial planning firm in Cartersville, GA, growing it from zero to over $2.5 million in annual sales through marketing efforts and building client relationships. Prior to that, he held sales training and marketing roles at State Farm Insurance and served as the senior executive pastor and success coach at churches in Norcross, GA, growing attendance by 110% and managing budgets up to $2.8 million. He has multiple insurance licenses and investment advisor credentials.
This document promotes a certification program offered by the FinancialWealth Institute that aims to equip community and church leaders, business owners, and entrepreneurs. The program offers certification that can be completed in 1 to 5 months and teaches how to step out of traditional church roles and into the marketplace. It promises to help people achieve their goals and become financially free through an accredited curriculum, training, mentoring and the chance to start a high-paying coaching or consulting business. The FinancialWealth Institute is a division of the Kingdom Development Institute, which was founded in 1987 to develop the fastest curriculum for Christians to create financial and professional success through entrepreneurship.
Theresa K. Crain is a results-driven chamber executive with over 15 years of experience leading chambers of commerce in California and Arizona. She has a track record of growing membership, increasing revenue, and implementing innovative programs. Currently she is the President and CEO of the Santa Clarita Valley Chamber of Commerce in California, where she has helped achieve consistent membership growth and retention rates over 90%. Previously she held leadership roles with the Maricopa Chamber of Commerce in Arizona and the Arizona Technology Council.
History of Lingayen Catholic Credit Cooperativejo bitonio
The Lingayen Catholic Credit Cooperative (LCCrC) was founded in 1964 by 29 members to help with the economic problems of parishioners. Over 50 years, through the hard work of volunteer officers and staff, LCCrC has grown from P619 in starting capital to serving the wider community. It offers low interest rates on loans and savings and has received national recognition for its effectiveness. However, LCCrC has also faced challenges like embezzlement and delinquent loans that come with operating a growing lending business. For future success, leaders must have strong values of service, honesty, and faith to continue the cooperative's mission.
This document introduces Dixon Advisory, an Australian financial advisory firm that partners with organizations to provide financial wellness programs. It notes that Dixon Advisory has over 40 partners and has helped over 20,000 Australian families with 30 years of financial advice experience managing $7 billion in funds. It states that financial issues are a top cause of stress for many Australians. Dixon Advisory works with organizations to design tailored financial education programs to help members make better financial decisions and grow their wealth through seminars, insights, and financial health checks. The benefits of partnering with Dixon Advisory include improving members' financial literacy, helping them find opportunities to grow wealth, and broadening the partner organization's offerings and member engagement. It provides Engineers Australia and The Heart Foundation as
Business Succession Planning - About The Rawls GroupThe Rawls Group
Since 1973, The Rawls Group has been passionate about helping business owners achieve their succession goals. Nationally recognized, The Rawls Group specializes in addressing the issues that impact the continued success of a business legacy. By partnering with our clients and their other advisors, we work to develop a plan that will perpetuate the leadership, culture, performance, and relationships that are key to business success.
CPA Congress Melbourne 2015 - Day One Wrap Up CPA Australia
The document provides summaries of presentations from a conference on October 12, 2015 in Melbourne. It summarizes talks on the Australian and global economic outlook, the future of the accounting profession, cybersecurity risks, tax reform, building organizational resilience, and creating an ethical corporate culture. Key points from each session are highlighted around issues like economic growth forecasts, technological trends impacting business, and strategies for leadership and reform.
Patricia has over 15 years of experience managing fitness, yoga, and outdoor adventure programs. She currently oversees more than 160 weekly fitness classes and 80 instructors as the Group Fitness, Yoga & Pilates Director. Previously, she coordinated operations and guided adventure trips, growing business by 30%. Patricia also has sales and marketing experience, achieving the highest sales volume and securing new clients through relationship building. She holds certifications in yoga instruction and real estate.
The document summarizes the services provided by Suncoast Advisory Group, a financial advisory firm. They help clients develop comprehensive wealth management plans to achieve both financial and life goals. This includes strategies for investments, taxes, estate planning, business planning, and risk management. The firm takes a holistic approach to understand each client's unique situation and aspirations in order to develop customized solutions and provide ongoing support and monitoring. Their goal is to help clients transform their "someday dreams into reality today" through clarity of goals, strategic planning, and accountability.
Sterling Investment Advisors, Ltd. is an expert in guiding families through complex financial decision making and tactics to achieve their goals. They provide leadership, creativity, and build relationships to eliminate dangers, take advantage of opportunities, and reinforce family strengths. Sterling limits new clients to provide the highest service level. They introduce their wealth management solution and personalized financial planning services to determine if they can truly add value. The ideal client wants to establish a long-term relationship and exclusive community to have a positive effect on their family for generations.
The document provides a summary of Michael Collins' career experience and qualifications. It outlines his extensive experience as a CFO and executive in various industries including financial services, healthcare, travel and airlines. His experience includes restructuring finance divisions, leading acquisitions and divestments, and turning around underperforming organizations. Recent roles include providing consultancy to tourism businesses and serving as interim manager of finance service delivery for a healthcare organization.
Forrest Consulting provides strategic planning and consulting services to organizations. They use a proprietary "Fast Track Strategic Planning System" approach to help clients develop strategic plans. This involves conducting research, facilitating workshops to establish visions and strategies, and providing guidance on implementation. The document provides details on Forrest Consulting's services, methodology, tools, and success working with organizations like the DuPage Foundation to develop strategic plans and drive growth.
The document announces the formation of a new Enterprise Productivity team at Northern Trust led by Aileen Blake to focus on productivity efforts across the company. It describes the goals of the team to assist ongoing productivity initiatives and facilitate strategic investments. It provides details on the structure of the new team and leadership changes to support roles across different business units.
The document is a resume for Heather Campbell. It summarizes her objective is to obtain a position allowing her to contribute to business strategies and workforce development. Her education includes a BA in Rhetoric Communications from Kent State University in 1995. Her experience includes serving as President and CEO of Big Brothers Big Sisters of East Central Ohio since 2012, where she increased revenue and participation by 30% and expanded programs by 200% with no added staff. Prior, she was Executive Director of Mainstreet, Inc., a downtown merchants association, and Director of Development at Junior Achievement of Stark County. She provides references.
This letter recommends Caroline Ross for employment. It details that the author has known Caroline for five years through their Delta Gamma Fraternity. As VP of finance, Caroline managed a $200,000 budget and was strategic in constructing the next year's budget. As an Honor Board member, Caroline held her peers accountable and upheld the fraternity's standards. The author strongly believes Caroline will continue developing professionally and be an asset to any organization.
Dax Sukhraj is currently President and CEO of Keybase Financial Group and Argosy Securities Inc. He has spent all his whole career in the financial and investment world.
Ken has over 20 years of experience helping organizations increase profits, reduce costs, and overcome challenges through strategic planning, training, and advising on branding, culture, and management. He has worked with hundreds of organizations as a facilitator and expert consultant since 2001, and has also served as an executive for three financial institutions. Ken is a published author of books on business success, strategic planning, and financial institutions, and his articles have appeared in industry publications.
Chad Zagel is a financial advisor in Grand Rapids, Michigan who specializes in teaching clients how to achieve financial abundance. He has over 10 years of experience and helps clients thrive in any economic situation. Zagel serves on several community boards and partners with other professionals to help their clients grow their businesses and finances. He works with families, businesses, and strategic partners to implement principles like retirement planning, education funding, risk management, and estate planning.
Hugh Donald Womack has over 16 years of experience in fundraising and growing non-profit and for-profit organizations. He has coordinated volunteers, increased revenue by 40% as Executive Director of the Mobile Jaycees. As owner of two financial planning practices, he exceeded $48 million in assets under management and generated over $2.8 million in commissions. Womack is now seeking a fundraiser position with a charity, university or non-profit to utilize his leadership skills and experience in donor development, fundraising, and client relations.
Ida tax credit conference 12 07-06 for duplicatorDenis Rigdon
The mission of Project H.O.P.E. is to facilitate partnerships between congregations, community organizations, and low-income individuals to help them gain independence. It is hosting a tax credit conference on December 7th to educate attendees on IDA tax credits, which allow taxpayers to direct their Missouri tax dollars to help qualified employees in their community build assets through an IDA program. The IDA program provides financial education and matches savings for goals like homeownership, education, small business or vehicle purchase. It benefits both the community and employees by providing opportunities for advancement and building stabilizing assets.
Clarence Lee Smith is an experienced insurance and financial services professional seeking a senior account executive position. He currently owns and operates his own successful insurance and financial planning firm in Cartersville, GA, growing it from zero to over $2.5 million in annual sales through marketing efforts and building client relationships. Prior to that, he held sales training and marketing roles at State Farm Insurance and served as the senior executive pastor and success coach at churches in Norcross, GA, growing attendance by 110% and managing budgets up to $2.8 million. He has multiple insurance licenses and investment advisor credentials.
This document promotes a certification program offered by the FinancialWealth Institute that aims to equip community and church leaders, business owners, and entrepreneurs. The program offers certification that can be completed in 1 to 5 months and teaches how to step out of traditional church roles and into the marketplace. It promises to help people achieve their goals and become financially free through an accredited curriculum, training, mentoring and the chance to start a high-paying coaching or consulting business. The FinancialWealth Institute is a division of the Kingdom Development Institute, which was founded in 1987 to develop the fastest curriculum for Christians to create financial and professional success through entrepreneurship.
Theresa K. Crain is a results-driven chamber executive with over 15 years of experience leading chambers of commerce in California and Arizona. She has a track record of growing membership, increasing revenue, and implementing innovative programs. Currently she is the President and CEO of the Santa Clarita Valley Chamber of Commerce in California, where she has helped achieve consistent membership growth and retention rates over 90%. Previously she held leadership roles with the Maricopa Chamber of Commerce in Arizona and the Arizona Technology Council.
History of Lingayen Catholic Credit Cooperativejo bitonio
The Lingayen Catholic Credit Cooperative (LCCrC) was founded in 1964 by 29 members to help with the economic problems of parishioners. Over 50 years, through the hard work of volunteer officers and staff, LCCrC has grown from P619 in starting capital to serving the wider community. It offers low interest rates on loans and savings and has received national recognition for its effectiveness. However, LCCrC has also faced challenges like embezzlement and delinquent loans that come with operating a growing lending business. For future success, leaders must have strong values of service, honesty, and faith to continue the cooperative's mission.
This document introduces Dixon Advisory, an Australian financial advisory firm that partners with organizations to provide financial wellness programs. It notes that Dixon Advisory has over 40 partners and has helped over 20,000 Australian families with 30 years of financial advice experience managing $7 billion in funds. It states that financial issues are a top cause of stress for many Australians. Dixon Advisory works with organizations to design tailored financial education programs to help members make better financial decisions and grow their wealth through seminars, insights, and financial health checks. The benefits of partnering with Dixon Advisory include improving members' financial literacy, helping them find opportunities to grow wealth, and broadening the partner organization's offerings and member engagement. It provides Engineers Australia and The Heart Foundation as
Business Succession Planning - About The Rawls GroupThe Rawls Group
Since 1973, The Rawls Group has been passionate about helping business owners achieve their succession goals. Nationally recognized, The Rawls Group specializes in addressing the issues that impact the continued success of a business legacy. By partnering with our clients and their other advisors, we work to develop a plan that will perpetuate the leadership, culture, performance, and relationships that are key to business success.
CPA Congress Melbourne 2015 - Day One Wrap Up CPA Australia
The document provides summaries of presentations from a conference on October 12, 2015 in Melbourne. It summarizes talks on the Australian and global economic outlook, the future of the accounting profession, cybersecurity risks, tax reform, building organizational resilience, and creating an ethical corporate culture. Key points from each session are highlighted around issues like economic growth forecasts, technological trends impacting business, and strategies for leadership and reform.
Patricia has over 15 years of experience managing fitness, yoga, and outdoor adventure programs. She currently oversees more than 160 weekly fitness classes and 80 instructors as the Group Fitness, Yoga & Pilates Director. Previously, she coordinated operations and guided adventure trips, growing business by 30%. Patricia also has sales and marketing experience, achieving the highest sales volume and securing new clients through relationship building. She holds certifications in yoga instruction and real estate.
The document summarizes the services provided by Suncoast Advisory Group, a financial advisory firm. They help clients develop comprehensive wealth management plans to achieve both financial and life goals. This includes strategies for investments, taxes, estate planning, business planning, and risk management. The firm takes a holistic approach to understand each client's unique situation and aspirations in order to develop customized solutions and provide ongoing support and monitoring. Their goal is to help clients transform their "someday dreams into reality today" through clarity of goals, strategic planning, and accountability.
Sterling Investment Advisors, Ltd. is an expert in guiding families through complex financial decision making and tactics to achieve their goals. They provide leadership, creativity, and build relationships to eliminate dangers, take advantage of opportunities, and reinforce family strengths. Sterling limits new clients to provide the highest service level. They introduce their wealth management solution and personalized financial planning services to determine if they can truly add value. The ideal client wants to establish a long-term relationship and exclusive community to have a positive effect on their family for generations.
The document provides a summary of Michael Collins' career experience and qualifications. It outlines his extensive experience as a CFO and executive in various industries including financial services, healthcare, travel and airlines. His experience includes restructuring finance divisions, leading acquisitions and divestments, and turning around underperforming organizations. Recent roles include providing consultancy to tourism businesses and serving as interim manager of finance service delivery for a healthcare organization.
Forrest Consulting provides strategic planning and consulting services to organizations. They use a proprietary "Fast Track Strategic Planning System" approach to help clients develop strategic plans. This involves conducting research, facilitating workshops to establish visions and strategies, and providing guidance on implementation. The document provides details on Forrest Consulting's services, methodology, tools, and success working with organizations like the DuPage Foundation to develop strategic plans and drive growth.
The document announces the formation of a new Enterprise Productivity team at Northern Trust led by Aileen Blake to focus on productivity efforts across the company. It describes the goals of the team to assist ongoing productivity initiatives and facilitate strategic investments. It provides details on the structure of the new team and leadership changes to support roles across different business units.
The document is a resume for Heather Campbell. It summarizes her objective is to obtain a position allowing her to contribute to business strategies and workforce development. Her education includes a BA in Rhetoric Communications from Kent State University in 1995. Her experience includes serving as President and CEO of Big Brothers Big Sisters of East Central Ohio since 2012, where she increased revenue and participation by 30% and expanded programs by 200% with no added staff. Prior, she was Executive Director of Mainstreet, Inc., a downtown merchants association, and Director of Development at Junior Achievement of Stark County. She provides references.
Bernard E. Palmer has over 37 years of experience as a wealth advisor and financial consultant, including 20 years with two Big Four firms and as a partner for 12 years. He currently provides comprehensive wealth management services and advice to high net worth individuals and family businesses as Managing Director of BT Wealth Management. Previously, he served as Chief Financial Officer and personal advisor to Tyler Perry Studios, and was a partner at PricewaterhouseCoopers advising individuals and institutions. He holds multiple financial certifications and has received recognition as a top financial advisor.
This document discusses succession planning and governance for family businesses. It addresses the risks family businesses face, such as inadequate management or lack of a succession plan. Key issues include balancing family and business interests and resolving disputes. The document provides steps to take such as establishing a board of directors and governance policies to define roles, compensation, and conflict resolution. It also recommends developing a formal succession plan to select competent future leaders whether family or non-family. Overall, the document aims to help family businesses plan for generational transitions and long-term success.
This document provides credentials for William E. Sawin, Sr., who has over 35 years of experience as a senior consultant providing financial services and philanthropic consulting to non-profit organizations and corporations. It summarizes his roles leading multiple charitable organizations and helping raise over $200 million for their growth and survival. It also lists his qualifications, affiliations, education, and references.
Michael Campi has over 30 years of experience in executive management positions within the non-profit sector. He has a proven track record of successfully leading organizational growth and expansion through strategic planning, fundraising, grant writing, and community relationship building. Currently, he serves as the Executive Director of YouthSpring Residential Treatment and Therapeutic Services, where he successfully re-opened the facility after it had its license suspended and negotiated the reduction of substantial fines.
This document discusses the importance of higher education institutions having clearly defined long-term mission goals and strategies. It notes that leaders are often too focused on short-term crises rather than visionary goals extending 10 years into the future. The document then provides examples of common mission goals for Christian colleges and outlines keys to achieving funding to fulfill these goals, including optimizing expenses, outsourcing online operations, and aligning stakeholders. It promotes the services of Significant Systems consulting firm in helping institutions develop 10-year strategic plans to accomplish their top two mission goals.
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OJPs are becoming a critical resource for policy-makers and researchers who study the labour market. LMIC continues to work with Vicinity Jobs’ data on OJPs, which can be explored in our Canadian Job Trends Dashboard. Valuable insights have been gained through our analysis of OJP data, including LMIC research lead
Suzanne Spiteri’s recent report on improving the quality and accessibility of job postings to reduce employment barriers for neurodivergent people.
Decoding job postings: Improving accessibility for neurodivergent job seekers
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Optimizing Net Interest Margin (NIM) in the Financial Sector (With Examples).pdfshruti1menon2
NIM is calculated as the difference between interest income earned and interest expenses paid, divided by interest-earning assets.
Importance: NIM serves as a critical measure of a financial institution's profitability and operational efficiency. It reflects how effectively the institution is utilizing its interest-earning assets to generate income while managing interest costs.
South Dakota State University degree offer diploma Transcriptynfqplhm
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Economic Risk Factor Update: June 2024 [SlideShare]Commonwealth
May’s reports showed signs of continued economic growth, said Sam Millette, director, fixed income, in his latest Economic Risk Factor Update.
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Abhay Bhutada, the Managing Director of Poonawalla Fincorp Limited, is an accomplished leader with over 15 years of experience in commercial and retail lending. A Qualified Chartered Accountant, he has been pivotal in leveraging technology to enhance financial services. Starting his career at Bank of India, he later founded TAB Capital Limited and co-founded Poonawalla Finance Private Limited, emphasizing digital lending. Under his leadership, Poonawalla Fincorp achieved a 'AAA' credit rating, integrating acquisitions and emphasizing corporate governance. Actively involved in industry forums and CSR initiatives, Abhay has been recognized with awards like "Young Entrepreneur of India 2017" and "40 under 40 Most Influential Leader for 2020-21." Personally, he values mindfulness, enjoys gardening, yoga, and sees every day as an opportunity for growth and improvement.
Vicinity Jobs’ data includes more than three million 2023 OJPs and thousands of skills. Most skills appear in less than 0.02% of job postings, so most postings rely on a small subset of commonly used terms, like teamwork.
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FAITH-BASED FINANCIAL LEGACY PLAN™
1. THE FAITH-BASED FINANCIAL LEGACY PLAN™
“The Proactive Stewardship Approach to Church Membership Growth and Attrition”
The Faith-Based Legacy PlanTM is a proactive stewardship approach to membership growth and attrition that
consist of financial literacy strategies that enhance and support the vision of the church. It was created
specifically to help empower pastors and church leaders to systematically handle the financial challenges of
the ministry. The plan was designed Charles Sims, Jr., President and CEO of the Sims Financial Group, Inc. and
Patrick L. Cole, Managing Director, who also serves as an Ordained Elder in his local church. Together they
have a combined 65+ years of financial services, multimedia marketing, and church leadership experience.
FOUR MAJOR COMPONENTS OF THE FAITH-BASED FINANCIAL LEGACY PLANTM
I. PERPETUAL LEGACY TITHING – Perpetually generate contributions to grow church financial reserves
and endowments for future ministry expansion. Great for use in new member orientation
DOES NOT AFFECT CURRENT GIVING AND IS AT NO ADDITIONAL COST TO THE CHURCH.
II. PRE-MARITAL FINANCIAL PLANNING – Financial planning for those considering marriage or engaged.
Topics cover stewardship and tithing, income protection, risk and debt management, wealth-building,
retirement planning, budgeting and many other planning concepts to alleviate financial stress.
III. FREE COLLEGE TUITION SCHOLARSHIP PROGRAM – SAGE Scholars Free Guaranteed College
Scholarships for church member loved ones as early as birth and up to age 17.
IV. THE SHEPHERD’S RETIREMENT LEGACY PLAN – Supplemental Retirement plan design to protect both
your natural and spiritual family whether you live to retire with confidence, die or become disabled; it
ensures an additional source of income for your family and the ministry.
Patrick L. Cole, CCPS
pcole@SimsFinancialGroup.com
Direct: 901-502-2650
The Sims Financial Group, Inc.
3200 West End., Suite 500
Nashville, TN 37203
Office: 615-783-1630
The Sims Financial Group, Inc.
855 Ridge Lake Blvd., Suite 303
Memphis, TN 38111
Office: 901-682-2410
This document is designed to provide general information on the subject covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or
recommend any tax plan or management. Please note that The Sims Financial Group, Inc., its affiliated companies, and their representatives do not give legal or tax advice.