Leadership

David Knoch and 1st Global Executives to Discuss Key Industry Issues at FSI OneVoice Conference

Jan 8, 2018

1st Global President David Knoch and other 1st Global executives will participate in several panel discussions at the FSI OneVoice Conference in Dallas, Texas, on Jan. 29–31. The conference, held at the Gaylord Texan hotel, is designed for broker-dealer home office executives and provides education and networking sessions for CEOs, senior executives, managers and employees of member and prospective member firms.

On Tuesday, Jan. 30, Knoch, who is vice chair of FSI’s Board of Directors, will moderate a CEO panel in general session that includes Robert Moore of Cetera Financial Group, James Poer of Kestra Financial, Inc. and John Rooney of Commonwealth Financial Network as panelists.

Additional 1st Global executives will participate in several session tracks:

  • Executive Vice President and Client Experience Officer Jeff Magson will be a panel participant for “The Future of Marketing and Branding as the Client Experience” within the Marketing, Growth and Development Track.
  • Mike Pagano, Executive Vice President of Compliance, Legal and Risk will be a panel participant for a processes and procedures panel within the Due Diligence Track.
  • Dave Bellando, Assistant Vice President of Technology, will pull double-duty in the Operations and Technology Track, serving as moderator for a panel on cloud adoption and a panel participant for a discussion on leveraging agile principles.

You can learn more about the FSI OneVoice Conference, including registration information, on the conference website.

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.

image description

Partner with 1st Global

If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.