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July 11th 2017:5 Key Trends in Financial Services: An Interview with David Knoch of 1st Global

Join us as Jody conducts a special one-on-one interview with David Knoch, president of 1st Global at AICPA ENGAGE, all about the five trends impacting the financial services industry. We also talk about FSI Advisory and what you need to know.

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Featured Guest

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David Knoch

David Knoch serves as president for 1st Global, a premier research and consulting partner to select CPA, wealth management and tax planning firms. In this role, David guides the strategic direction and execution of major company initiatives that fulfill its purpose to enable intentional living among a diverse set of stakeholders. David’s purpose is to challenge others to create and lead purposeful lives. David currently serves on the Financial Services Institute (FSI) Board of Directors and was recently elected as chair of its finance committee. David is a member and serves on the board of the North Texas Chapter of the Young Presidents Organization (YPO), as well as the advisory board of
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