5 Ways First Rate Has Continued to Evolve and Expand Despite 2020
Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]
Community Through Harmony: How First Rate Thought Leader Leads Her Community Through Music
Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]
3 Ways to Evaluate the True Value of Your Tech Stack
Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]
5 Ways An Extrovert Has Thrived While Working From Home
Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]
Was it Worth the Risk? Shouldn’t We Evaluate the Rewards of our Risk.. Even in the Good Times?
Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]
Money-Weighted Returns – It’s Not Just for Private Equities
Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]
Is Ongoing Goal Progress Reporting Dead in the Trust Space? It’s Not Until the Investor Is.
Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]
The Art of Data
In my experience, downstream external systems–like a performance system–often reveal issues in the accounting data that standard accounting audits don’t catch. Asset setup errors, [...]
Right-Sizing Service
Consumers want a choice in the services they receive when flying. The airlines have realized that they can fill their planes with happy customers who pay for the services they value. For years [...]
Reflections of Women & Wealth Conference: Part 2
Reflections on Women & Wealth: Women Investors (Part 2) Women are smart, capable and prudent investors. It is imperative that they participate and feel they have ownership of their finances [...]
