Dominick Givhans Jr.

🥊 Stop fighting data, start making strategic decisions 💡 Our clients feel the benefits of consolidated data and automated reporting. Watch how easy it is to get started today with only 30 minutes of your time! https://hubs.li/Q02l_qm50 #fpanda #financialreporting #dataanalytics #cfocommunity #privateequity #middlemarket

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Do you have questions about using #AI to help ease your marketing efforts or simplify internal business processes? Learn what you can do right now if you want to explore integrating AI into your practice as a #financial professional. https://ow.ly/uTov50S7gZY

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The Corporate Transparency Act represents a significant shift in corporate transparency requirements. Our new blog breaks down what it can mean for single member LLCs and how they can fulfill their new reporting duties and avoid potential penalties. #CorporateTransparencyAct

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👇🏽 Check out our latest guide to learn about important emerging topics in planning: collaborative technology, personalization, holistic planning, and applying financial psychology tactics to create a better client experience. Click her to download this learning guide: https://lnkd.in/ePxM7-ct #eMoneyAdvisor #financialplanningtips #financialplanning #financialplanningsoftware

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Evolving CCM Processes Are Creating New Options: As CCM has become more sophisticated, so have the demands made upon it By Kemal Carr, Madison Advisors https://hubs.ly/Q02BXrzL0

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Financial models are invaluable tools designed to help you understand and project the financial health of your business. By simulating different scenarios and examining potential outcomes based on various inputs like sales growth, margins, and cash flow, these models provide a comprehensive picture that aids in informed decision-making. Incorporating financial modelling into your small business strategy is not just a best practice—it’s a necessity for sustainable growth and informed decision-making.

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What’s commerce growth look like now that the market’s normalized after COVID? ↗️ #theCUBE analysts report on-site from #ctElevate https://lnkd.in/gu7WWwha “Especially in 2023 with interest rates going up with inflation, macro effects happening, we saw challenges. But what we are now realizing is growth is suddenly picking up,” explains Dirk Hoerig, founder and chief executive officer of commercetools. “What that means is that in total retail we’re expecting about 4% growth. But when we look on the commerce part of it on average, region by region, category by category. But on average over the next few years, we expect a growth rate if  8% across the industry,” he furthers.

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#PlanningPerspectives This segment of Planning Perspectives discusses how progress in today's society looks different, and how important it can be to keep your financial plan updated as new societal changes occur. https://hubs.la/Q02CSjRJ0

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The new accounting standard for expected credit losses (CECL) requires organizations to estimate loss risk over the expected life of the financial asset and not just when the risk of loss is “probable.” You can learn more about the new standard here: https://hubs.la/Q02GJPH80 #NonprofitAccounting #CECL #Nonprofits

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Newsweek Expert Forum discusses, "Best Practices for Negotiating Contracts With Clients" While business leaders often face high-pressure situations, negotiating contracts with clients presents unique challenges. As a leader, you are tasked with navigating these difficult conversations while considering the needs and constraints of multiple parties and building a foundation for positive future business interactions. #vendormanagement #negotiations

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How to avoid transition planning problems with these tips on entity planning, inaccessible cash, fragmented assets and retirement planning. Encore Consultants https://lnkd.in/g6YATwZ5

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Deferred Compensation is a valuable tool that provides executives with various benefits in ensuring their financial stability for the future. Learn more in our blog post below. https://hubs.li/Q02sV6tn0 #DeferredCompensation #FinancialPlanning #Bellevue

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Transform your financial advisory practice with the strategic support of an OSJ! Read our case studies to discover how independent financial professionals leverage our partnership for marketing success, compliance ease, and operational efficiency, ultimately achieving growth and independence. Ready for scalable success, fulfillment, and expanded reach? Read our article: https://bit.ly/3Jl7yJU #FinancialAdvisoryGrowth #OSJPartnership

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A new NEPC, LLC report on managed accounts provides insight into their long-term cost and benefits and seems sure to generate strong reactions. Learn More: https://ow.ly/1LlW50Spjut #FinancialPlanning

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