1st Global National Conference 2014 Encourages Firms to Look at "The Big Picture"
Jan 22, 2015
Dallas – January 22, 2015 – 1st Global, a research and consulting partner to select CPA and wealth management firms, recently held its annual National Conference November 19 – 21 at the Omni Nashville Hotel.
This year’s agenda challenged attendees to see The Big Picture – Economic Optimism in the Global Mosaic amongst the constant outpouring of bad news they see and hear today. To help attendees see the optimism in the world, 1st Global brought in a group of distinguished bestselling authors, innovators, business people, geopolitical strategist, CPA chief executive officers and bright economists to describe their “Big Picture.”
“We’re living in a world that is healthier, smarter, safer and wealthier than ever before – that’s the important message we want our financial advisors and wealth management assistants to take home to their clients,” says President and COO, David Knoch. “By stepping back and looking at the ‘Big Picture,’ clients and financial advisors will be better positioned to identify opportunities on the horizon.”
These speakers included Steven Kotler, co-author of Abundance: The Future is Better Than You Think and author of The Rise of Superman; The Economista, Marci Rossell; Peter Zeihan, author of The Accidental Superpower; and four-star general and American hero Gen. Tommy Franks (Ret.). In addition, Chief Executive Officer, Tony Batman, led a lively roundtable discussion on the future of CPAs and the accounting profession with Carl George, CPA, former CEO of CliftonLarsonAllen and member of 1st Global’s strategic advisory council, and Greg Anton, CPA, chairman and chief executive officer of Anton Collins Mitchell, LLP. The latter also gave a spirited overview of America’s fiscal responsibility and the role CPAs can play in balancing our country’s budget.
To bring the three-day event to a close, a special awards gala recognized the outstanding achievement of 1st Global affiliated firms. The highest achievement at 1st Global is the Diamond Eagle award, presented to the firms who reach the highest levels of production throughout the year. 1st Global was proud to recognize 118 firms who were able to reach this milestone.
“Diamond Eagle firms set the standard of excellence in our business by creating meaningful outcomes for the individuals, families and businesses these firms serve,” says 1st Global founder and CEO Tony Batman. “Diamond Eagle firms are more than successful – they are significant because of the dedication of their people to this noble purpose.”
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 provides CPA, tax and estate planning firms the 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.
More than 400 firms have chosen to affiliate with 1st Global, making us one of the largest financial services partners for the tax, accounting and legal professions.
The Diamond Eagle award is given to firms based on the criterion of the firm’s production volume across all product lines.
1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Suite 1200 in Dallas, Texas, 75251; 214-294-5000. Investment advisory services offered through 1st Global Advisors, Inc., an SEC-Registered Investment Adviser. Additional information about 1st Global is available via the Internet at 1stGlobal.com