Firm News
Future-proofing and succession planning with Eduardo Gonzalez-Green
Recently, the College of Certified Public Accountants hosted Eduardo Gonzalez-Green, of Aquino, de Córdova, LLC in Puerto Rico, to speak at the much anticipated ‘Family and Organisational Succession Planning’ Conference.
This conference focused on looking ahead with clear strategic solutions, empowered with knowledge that allows the succession process to run smoothly. Eduardo Gonzalez-Green touched on his own experience as a leader, emphasising the essentiality of clarity and transparency.
Importantly, the conference acknowledged the wide ranging implications of succession planning - from the process itself, to possible tax implications, to the impact on employee retention. The conference was followed by a comprehensive report, outlining the importance of securing future continuity.
Flipping the script with the Female Investor Circle
Female leaders across finance, investment, and entrepreneurship gathered in Flick Gocke Schamburg’s Munich office for an event filled with discourse and discussion.
Navigating these traditionally male-dominated sectors brings its own unique challenges, and the event brought together a group of incredible women to share their strategies for success. Network is crucial, and this event provided an opportunity for each of the attendees to strengthen their personal relationships and build new connections across sector and discipline.
Going further together for breast cancer awareness
The team at Nwanda Inc Johannesburg certainly show no signs of slowing down - in late 2024, the team joined hundreds of participants donning pink and running 5k in aid of breast cancer awareness. The event took place in support of the CANSA organisation as part of the Rosebank Mall 5 km Pink Run. Through this, Nwana Inc provided valuable support to a vital cause, showing their support and solidarity for an organisation doing incredible work.
Helen Clayton, Managing Partner at PM+M, sets out her vision for the future
Looking ahead to 2025, Helen Clayton shared her thoughts on the opportunities, challenges, and emerging themes that lie ahead for the sectors.
On the subject of technology, Helen Clayton emphasises the importance of timely responses to a changing landscape, stating that:
“Continuing to adapt to and to take advantage of ongoing technological advancements and automation will continue to be a significant opportunity for PM+M and the profession throughout 2025 and beyond. We are not of a size to be a leader in creating new tech; we can be a very fast follower though and this gives us the opportunity to drive efficiency through our processes, enabling us to be increasingly proactive to advise clients in the moment and ahead of time.
We will undoubtedly continue to experience increasing operational costs with increases in professional salaries being above inflation and growth in our headcount simply creating a higher cost base. We know we will recruit into brand new roles, expanding our skills base and recruiting experience that will enhance our client service proposition even further. Our strategic focus on our use of technology, and on maintaining and developing strong and loyal client and team relationships will mitigate our risk and safeguard PM+M’s profitability for further reinvestment.”
Meanwhile, Helen Clayton commented on the importance of core company values, and how these shape the day-to-day running of the organisation. These values can unlock additional value for clients, enabling growth and deepening insights.
Speaking on the employee values on PM+M, Helen Clayton notes:
“For us, the most significant growth opportunities lie in offering advisory services that go way beyond statutory compliance. Our work with clients has grown significantly in the advisory space and we take great pride in being able to help our clients achieve their ambitions. Our most enjoyable work comes from truly understanding our clients’ ambitions for themselves as individuals and for their businesses and for their employees.
As a business, we pride ourselves on our values as they differentiate us from our competitors. By living and breathing them, and by understanding what values underpin our clients, we can better align our services with their priorities. Finally, we want to build on our reputation of being technology enablers for our clients by leveraging advanced tools, analytics and automation that can unlock additional efficiencies and insights. Everything will be geared towards enhancing our advisory proposition.”
Sustaining brand value through ESG
We’re delighted that Alex Haigh, Managing Director for Asia Pacific at Brand Finance, delivered his keynote speech at the Vietnam Global Brand Summit 2024. Taking place in the heart of vibrant Ho Chi Minh City, Alex Haigh emphasised the potential for sustainability to unlock brand growth. This is particularly true amongst younger generations, who are increasingly attuned to the environmental and social impact of the organisations they work for and with. The speech touched on valuable insights from recent years, while looking ahead to new challenges on the horizon.
MNP, a leading firm in Canada, paves the way for the future
The 2025 Business Owner’s Summit, hosted by Praxity Member Firm MNP, recently took place.
The event provided a platform for leaders to navigate the most pressing challenges facing their businesses, sharing insights, sparking conversation, and building meaningful relationships. An action packed schedule included a six-person panel, alongside incredible speakers.
The conversation was lively, with attendees engaging in thought-provoking discussion that fearlessly took on some of the biggest challenges of tomorrow.
