1st Global Congratulates Emily James on "40 Under 40" Honor from Connect Corporate Magazine

April 06, 2018 09:51 AM Central Daylight Time

DALLAS--(BUSINESS WIRE)--1st Global, an independent wealth management partner to exceptional CPA firms, is proud to congratulate Emily James, director of events, for receiving “40 Under 40” honors from Connect Corporate magazine.

“Our company, our partners and our stakeholders have the luxury of working with many team members who have learned effective event planning directly from Emily, and her contribution to the future of these professionals will pay dividends for many years to come.”

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“Emily is one of the most creative, passionate and dynamic corporate event planners in the industry,” says Ryan George, assistant vice president of marketing and communications at 1st Global. “She is single-handedly responsible for creating more memorable moments than can be counted and has touched the hearts and minds of thousands during her years of service at 1st Global.”

To be included in Connect Corporate’s “40 Under 40” list, nominations are submitted by colleagues and peers through Connect Corporate’s website. They are then reviewed by Connect’s editors, and finalists are vetted before winners are selected for publication.

Throughout its 25-year history, 1st Global has taken great pride in hosting world-class events as they provide the opportunity for affiliate CPA firms and financial advisors to learn, connect and network with others in the business. During her tenure with 1st Global, Emily has raised the bar for event quality while maintaining budget diligence.

“Through Emily’s leadership, our event experience has been transformed and set apart from the crowd,” says 1st Global President David Knoch. “She has challenged our collective thinking, delivered meaningful experiences that improve performance, and enabled life-long friendships to develop and flourish. I could not be more proud of Emily for being selected as a '40 Under 40' honoree and I am so honored to be able work alongside such a dynamic and accomplished professional.”

Just a few of her professional achievements:

  • Speaker/Presenter on “best practices” for client appreciation events at 1st Global marketing and sales event.
  • Promoted to Lead Planner of the company’s National Conference at age of 23, overseeing a significant budget, revenue opportunity and a critical showcase for the company’s expertise, capabilities and partnership.
  • Created internal corporate event strategy, which included proposing and securing additional headcount to manage program. This program has served as a keystone piece of the company’s industry-leading employee engagement effort.
  • Redesigned event structure for 1st Global’s annual marketing and sales conference to increase engagement of premier partners. This annual event is also extremely popular, selling out the past two years.

While each of these accomplishments are worthy of 40-under-40 recognition, Emily’s biggest contribution to the event planning industry has been the guidance, coaching, mentorship and development of future 40-under-40 event planner recipients.

“Our company, our partners and our stakeholders have the luxury of working with many team members who have learned effective event planning directly from Emily, and her contribution to the future of these professionals will pay dividends for many years to come,” says George.

Emily’s full story can be found here and you can view the entire list of honorees here.

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.