1st Global and Radical CPA Reveal Lineup of Top Industry Thought Leaders to Be Featured During Live Broadcast from AICPA Engage Event June 12

Lyle Benson, Michael Kitces, Mark Koziel, Wade Pfau and Michael Platt Will Join Jody Padar to Discuss Dynamics Shaping the Financial Planning Industry and the Future of CPAs

DALLAS--()--In partnership with The Radical CPA, 1st Global, an independent wealth management partner to exceptional CPA firms, today revealed its initial lineup of speakers for its live broadcast from the exhibit hall floor at the AICPA Engage event Tuesday, June 12. Throughout the day, Jody Padar, CEO and principal of New Vision CPA Group and author of “From Success to Significance: The Radical CPA Guide,” will join 1st Global leaders to conduct interviews with influential experts and thought leaders on important trends, issues and forces shaping the personal financial planning industry.

Topics include retirement planning, the next generation of CPA leaders, content marketing, niche strategies and the changing wealth management journey, among others.

The full-day broadcast will begin at 9:30 a.m. PDT (12:30 p.m. EDT) and feature conversations with thought leaders and affiliated 1st Global CPA firms and financial advisors. Acclaimed guest interviews include:

  • Michael Kitces, publisher of Kitces.com and partner at Pinnacle Advisory Group.
  • Mark Koziel, Executive Vice President – Firm Services for the AICPA and leader of the Private Companies Practice Section (PCPS).
  • Lyle Benson, president and founder of L.K. Benson & Company and past chairman of the AICPA PFP Division Executive Committee. He will be joined by his son Chris Benson, who leads the firm’s financial planning practice and is a founding member of the Young Advisers Network.
  • Wade Pfau, Ph.D., CFA, founder of Retirement Researcher and professor of retirement income at The American College.
  • Michael Platt, managing principal of The Platt Group, an accounting industry consulting firm and publisher of INSIDE Public Accounting.

“New technologies, a shifting regulatory landscape and evolving client expectations have significantly accelerated the pace of change in the tax, accounting and personal financial planning industry,” said 1st Global President David Knoch. “We are thrilled to partner with Jody for a second year to bring some of the industry’s best minds together to explore the future of the industry and better understand the opportunities and challenges financial planners and CPA professionals face amid a period of rapid disruption.”

Jody Padar, an affiliate of 1st Global through New Vision CPA Group, is one of the accounting profession’s foremost visionaries. She recently published her second book, “From Success to Significance: The Radical CPA Guide” and was named one of LinkedIn’s Top Financial Writers of the Year.

“I’m so excited to spend the day talking with those I respect about the industry I love,” Padar said. “Right now, CPAs have a real opportunity to break away from the crowd, and I look forward to discussing how.”

Listeners can tune in to the broadcast through the VoiceAmerica platform here or watch via video stream on the AICPA Engage event’s Facebook live feed here throughout the day June 12.

Broadcast Links

Live broadcast on Facebook: https://www.facebook.com/voiceamerica

Audio broadcast through VoiceAmerica: https://www.voiceamerica.com/LiveEvents

Content will be archived on VoiceAmerica’s Live Events Page and on the AICPA Engage Conference VoiceAmerica show page for 12 months with distribution of the audio to podcast channels on the “Let’s Get Radical” show page and on iTunes, TuneIn and Stitcher.

For more information on 1st Global, visit the company’s website at www.1stGlobal.com.

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.


1st Global
Ryan George, 214-294-5430

Release Summary

1st Global and Radical CPA Reveal Lineup of Top Industry Thought Leaders to Be Featured During Live Broadcast from AICPA Engage Event June 12.


1st Global
Ryan George, 214-294-5430