At the end of the first quarter, I posted an entry to my blog titled Done With Quarterly Reports; How About You? I discussed how I inherited a laborious quarterly report process that involved a lot of manual entry of captive account data and ended with reports generated one-by-one.
We’re now using ByAllAccounts to streamline data reconciliation and are generating batch reports from dbCAMS. So I bragged about it in April on FPPad.
I’m going to be out of the office for the remainder of July. First, I’ll be out the remainder of this week preparing for the CFP® Certification Examination held on Friday and Saturday. I feel well prepared after the Ken Zahn Live Review course I took at the end of June. I hope to post additional details about the review course and associated materials in August.
Following the exam, I’ll be away will be attending the upcoming FPA NexGen 2008 conference in St. Cloud, MN July 25-27. If you’ll be at the conference too, make sure to find me and say hi. I’ll be one of the few with a red goatee in the audience (check out my LinkedIn profile for a picture).
If you’re at all involved in operations and client security reporting, you likely need to identify all of your clients that hold Indymac Bank products.
Over the weekend, Indymac Bank was taken over by federal regulators and control was transferred over the the FDIC. Click here for the CNN Money story.
I was flipping through the July 2008 issue of Financial Advisor magazine today, and what do I find on page 69?
It’s the Twitter whale! I wonder if the image was used with permission…
I have Angie Herbers’ blog, The Fast Track, linked over in my blog roll in the left sidebar (it’s also in my Google Reader subscription). I know Angie and appreciate her insight on the myriad of practice management issues that most maturing firms encounter during various stages of growth.
Today she posted an update to her blog about the state of events affecting the CFP Board that resonates with me. As most know through my post about attending Ken Zahn’s Live Review course, I am preparing for this July’s CFP® Certification Exam, so it is very important that the integrity and awareness of the certification be held in a positive light (I shouldn’t even be blogging, I should be studying! But I digress).
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