|[June 07, 2018]
1st Global and Radical CPA Reveal Lineup of Top Industry Thought Leaders to Be Featured During Live Broadcast from AICPA Engage Event June 12
In partnership with The
Radical CPA, 1st Global, an independent wealth management partner to
exceptional CPA firms, today revealed its initial lineup of speakers for
its live broadcast from the exhibit hall floor at the AICPA Engage event
Tuesday, June 12. Throughout the day, Jody Padar, CEO and principal of
New Vision CPA Group and author of "From
Success to Significance: The Radical CPA Guide," will join 1st
Global leaders to conduct interviews with influential experts and
thought leaders on important trends, issues and forces shaping the
personal financial planning industry.
Topics include retirement planning, the next generation of CPA leaders,
content marketing, niche strategies and the changing wealth management
journey, among others.
The full-day broadcast will begin at 9:30 a.m. PDT (12:30 p.m. EDT) and
feature conversations with thought leaders and affiliated 1st Global CPA
firms and financial advisors. Acclaimed guest interviews include:
Kitces, publisher of Kitces.com
and partner at Pinnacle Advisory Group.
Koziel, Executive Vice President - Firm Services for the AICPA and
leader of the Private Companies Practice Section (PCPS).
Benson, president and founder of L.K. Benson & Company and past
chairman of the AICPA PFP Division Executive Committee. He will be
joined by his son Chris Benson, who leads the firm's financial
planning practice and is a founding member of the Young Advisers
Pfau, Ph.D., CFA, founder of Retirement
Researcher and professor of retirement income at The American
Platt, managing principal of The Platt Group, an accounting
industry consulting firm and publisher of INSIDE
"New technologies, a shifting regulatory landscape and evolving client
expectations have significantly accelerated the pace of change in the
tax, accounting and personal financial planning industry," said 1st
Global President David
Knoch. "We are thrilled to partner with Jody for a second year to
bring some of the industry's best minds together to explore the future
of the industry and better understand the opportunities and challenges
financial planners and CPA professionals face amid a period of rapid
Jody Padar, an affiliate of 1st Global through New Vision CPA Group, is
one of the accounting profession's foremost visionaries. She recently
published her second book, "From
Success to Significance: The Radical CPA Guide" and was named
one of LinkedIn's (News - Alert) Top Financial Writers of the Year.
"I'm so excited to spend the day talking with those I respect about the
industry I love," Padar said. "Right now, CPAs have a real opportunity
to break away from the crowd, and I look forward to discussing how."
Listeners can tune in to the broadcast through the VoiceAmerica platform here
or watch via video stream on the AICPA Engage event's Facebook (News - Alert) live feed here
throughout the day June 12.
Live broadcast on Facebook: https://www.facebook.com/voiceamerica
Audio broadcast through VoiceAmerica: https://www.voiceamerica.com/LiveEvents
Content will be archived on VoiceAmerica's Live Events Page and on the
AICPA Engage Conference VoiceAmerica show page for 12 months with
distribution of the audio to podcast channels on the "Let's Get Radical"
show page and on iTunes, TuneIn and Stitcher.
For more information on 1st Global, visit the company's website at www.1stGlobal.com.
About 1st Global
1st Global was founded in 1992 by CPAs who believe that accounting, tax
and estate planning firms are uniquely qualified to provide
comprehensive wealth management services to their clients. 1st Global is
a research and consulting partner that provides CPA, tax and estate
planning firms with education, technology, business-building framework
and client solutions that make these firms leaders in their professions
through dedicated professional client relationships built around wealth
management. Around 400 firms have chosen to affiliate with 1st Global,
making it one of the largest financial services partners for the tax,
accounting and legal professions.
Securities are offered through 1st Global Capital Corp. which is a
member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Ste.
1200 in Dallas, Texas, 214-294-5000. Investment advisory services are
offered through 1st Global Advisors, Inc. Additional information about
1st Global is available at www.1stGlobal.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20180607005125/en/
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