In The News

1st Global Celebrates the End of Tax Season at Top Golf

May 4, 2016

1st Global, a research and consulting partner to select CPA and wealth management firms, recently held a company engagement event at Top Golf in order to participate in an enjoyable activity with co-workers, recognize company and individual achievements, and provide answers to questions employees had regarding the company.

Employees made their way to Top Golf in Dallas, where they took part in a Q&A session, led by a panel of executive leaders who were able to answer the various questions that were presented. Following the panel portion, Manager of Human Resources Kay McGee was honored with the Employee of the Quarter award, while the many individuals who were instrumental in the roles they played in the office visits from HPG Wealthcare Advisors, LLC and Beall Barclay Wealth Management were recognized for their dedicated work in helping contribute to the successful executions of these events.

1st Global employees then made their way to the golfing bays, where they were able to spend time relaxing, enjoying food and beverages, and taking part in some friendly competition with one another. Even those who had never held clubs in their hands were able to experience the unique entertainment that Top Golf offers.

“I really enjoyed going to Top Golf because it’s a great atmosphere and a fun way to spend time with people — even if you don’t know the first thing about golf,” Client Services Representative Mandy Powell said. “The Engage events give us an opportunity to relax and get to know one another on a more personal level. I love knowing people for who they truly are, and I feel bringing co-workers together on this level allows us to break down barriers, open up and create a level of amity that ultimately allows us to work better together professionally.”

Leading up to the event, employees participated in a putting competition at the putting green on the first floor of the company’s building. Contestants could putt from one of three distances — beginner, intermediate and advanced — in their efforts to get as close to the pin as possible. Six participants made a hole-in-one, advancing them to the finals against defending champion putter Resolution Support Associate Bruce Dorman. However, they were no match for Dorman, who took home the first-place honors once again.

“It’s good to be the king,” he said. “It was also good to see the turnout for Top Golf. Golf is not on most people’s radar when it comes to the use of their recreational time, but that didn’t stop them from signing up and showing up to spend quality time with friends and co-workers. And while we all had our challenging moments high atop the second tier of artificial tee boxes, nary a discouraging word was heard as shouts of encouragement and praise drowned out everything else.”

Events such as this help our employees to grow and connect with one another outside of the walls of the office. The camaraderie built and the memories made are transferred to the workplace, allowing individuals to function even better together on a professional level.

1st Global’s next employee engagement event will be an on-site meeting on May 18.

Top Golf event photos

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 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. 

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 Drive, Suite 1200 in Dallas, Texas, 214-294-5000. Investment advisory services are offered through 1st Global Advisors, Inc. Additional information about 1st Global is available via the Internet at

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