Doing a Q&A session presentation with a Pimco wholesaler for clients. Having it at a local brewery and calling it Brews and Bonds. Any ideas for questions and talking points?

What all are the benefits IQVIA provides. Need to understand on below points-

1. Leaves
2. Meals
3. Transportation
4. Medical benefits (like dental, optical)
5. Allowances
6. WFH
7. Bonus that excludes from CTC and variable
8. Annual/Half yearly parties
9. Goodies or gifts during major festival
10. Anything else 😅

I'm still new to DC, where are your favorite spots for electronic music (outside of shows at Echostage)? Bonus points for day time spots.

Something has been bothering me for a long time and I want to get it off my chest.

My firm does upward feedback and I asked about 10 of my team to participate so that I could be a better supervisor for them. My results: I got mostly great feedback with constructive points, however along with it I received the meanest, most cold hearted criticism I’ve ever seen (con’t in comments).

Hi! I’m doing some research on employee benefits (medical insurance, 401k, HSA/FSA, commuter benefits) and was hoping to connect with People specialists or HR professionals in the comp & benefits space. I’m trying to better understand any pain points or challenges you might face with utilization/enrollment. Anyone interested in connecting? Thank you!

Anyone deal with this before: I inherited a severely under developed team including a sr analyst who clearly was doing the bare minimum, if that. Over the last 6 months I have had to coach him and correct simple mistakes in his work and recently it got so bad that I told him he would receive a low rating in his evaluation. He lashed out, involved HR saying he doesn’t understand why, and now my review points out stuff that I would have let slide.

Need a recommendation for a contract analytics service provider. Don’t need the lifecycle or repository bells and whistles, just need something I can feed 10k documents and it provides me with data points, preferably individually and in aggregate. Does something like this exist??

Does anyone ever redeem Marriott points for gift cards? Is it worth it?

Hello Fishes,

I have got my L2 Dependent Visa stamped for the US through the Wife's organization and she has booked the tickets for the both of us in the next weekend. I am currently unallocated in TCS and seeking projects in the same US location as my Wife. Can I travel to the US just like that and then continue my search within TCS from there or do I need any approvals to even fly in the first place?

I am worried because of the time crunch and will be glad to hear some points on this.

Received an offer to upgrade my Amex Everyday to an Everyday Preferred for 40k points. Is that considered a good offer? And if I do upgrade, will it count towards 5/24?

Anyone applying for Chase Marriott Bonvoy Boundless card lately? I saw that they are offering 100k points again, but NO more 15 elite nights?

Just moved to the city and I'm excited to get out and try some new restaurants. What's your all-time favorite spot to grab a bite in Charlotte? (Bonus points if you can tell me what makes it awesome!)

Does CSR earn 3x points at bars on drinks?

Has anyone tried to sell miles or points through one a site. I have a family member looking to do it and I had never looked into. Any experiences? Pros cons

I have been searching for a travel card for months. I am a young guy who is looking to take advantage of credit and earn points at the same time. Cap One just released an interesting new premium travel card with a lot of seemingly good perks (Venture X). I also looked at the CSP and the Southwest Priority card. My girlfriends family has Southwest and swear by it, with companion pass being the differentiator. I am in the DMV area and have mostly flown Jet Blue or Southwest. Any thoughts on this?

What’s a good Marriott Bonvoy points vs $ conversion to make decisions on using points or $?
I’m contemplating 40k points vs $168 including taxes at a category 4 location

Looks like I lost 12 nights and points / nights are not combined with Marriott yet

Welcome to the Philosophy bowl! The goal of this bowl is to discuss principles in philosophy that we can apply to our lives and fortify ourselves for life using our collective knowledge. It is also to help one another as we all struggle at different points in our lives. Personally, philosophy has served as my northern star that I use to navigate through life’s storms. Hope you all enjoy and please share this bowl with anyone that you believe will benefit. I will be posting later today

Can we consider cars from the 90s to be classics?

Sub question: what's your favorite 90s-era car? Extra points for pics.

My company’s SOP template has a table of contents and a section at the top where the SOP owner is supposed to add a short statement containing the “Why” of the SOP, meaning a statement about what the SOP is supposed to solve for/ accomplish. A co-worker recently told me that it should also contain a checklist of the 4-5 main points of what the team member should know how to do after reading the SOP…. This seems really redundant to me. Thoughts?

Accounting role potential interview questions and process? L4

Hello guys,
I have heard that most legacy systems specifically mainframes are being replaced and new technologies taking over for similar purpose.
How about employee like us who just started in this mainframe tech . Where will we end up if you stay in this.
Many of onsite leads tells that move of it as they are migrating larger part of it to new platforms but BU heads says it is going to stay for a long long time don't get panicked.
Can anyone let me know the real scenario.??

What would everyone think would be a good salary for a senior manager of digital product and strategy for an established fintech company? Comparably has 179k base as the median. Recruiter mentioned 173 as their all in top.

How suspicious is it that the client that just gave the pitch of VW in the US to Johannes Leonardo used to be one of the executives from Johannes Leonardo?

Where can I find mock presentations or samples ??

Has anyone heard about GSAP decision news yet?

Jummah Mubarak and Happy Friday 🤗! How’s everyone doing? Any plans for the weekend?

Hi! I can provide global referrals for Accenture and Accenture Federal Services. If you’re interested then please DM me. I will need a job requisition ID and resume. I can also refer you if you’ve already recently applied to a role.

Can my spouse change her job while green card application is pending. I'm the primary applicant and both my I140 and I485 are pending.

She is currently working on an L2S which is also up for renewal. On similar terms, would her job change have any impact to her L2S renewal application, assuming it's applied and pending with USCIS by that time.

Best consulting firms for defense companies? What credentials do they look for?

What’s the best way to have unlimited data coverage when traveling abroad to Europe? T-Mobile doesn’t seem to have the best rates for that ($15/MB)

Hi everyone - Can I please get some likes so I can DM? Thanks in advance!

For a federal case the exhibit exchange DL isn’t very clear. It’s not in CMSO or in CMR but CMR has a deadline for preparing exhibit list with an index.. help!

Do you work at a company that is hiring in NYC? Please let us know and share details of positions!

What would be the average salary for a principal engineer at UNUM in Atlanta, USA?
Profile 12+ years of experience, full-stack tech-lead/sol architect

I’m currently being asked to undergo a background check. 9 years ago, I was caught for drinking underage while in college. I subsequently went through a diversion program. I’m now being asked whether Iv ever gone through a pre-trial diversion, which is what I went through. I don’t want to be penalized for something that happened 9 years ago. Advice? What should I do?

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

What are some of your “schooling the client” moments?

Anyone knows about the base for chase PCA?

I feel like I lost most of my friends over the last couple of years. Everyone’s doing their own thing and now I see my closest friends a handful of times each year. Can anyone else relate?

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

Is there any way to have multiple locations on my individual linked in profile? We have offices in 2 cities and I hate that I can only put one under my name.

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

Does anyone know about fidelitys platform, base, compensation and goals?

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

Do you talk about work with your loved ones? Do they resent you for it? I have no idea how to create a work/life separation

I would appreciate some info on custodians for an RIA platform. Who are people using and why? Thanks!

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

How do you feel about "workplace of the future?" I literally can't focus when I can hear & see everything everyone is doing. It's definitely impeding my productivity to not be in a quiet environment.

When is it okay to lie to the client?

What do you tell people when they ask you what you do? Anyone have a solid script out there that they think is unique?

And another one bites the dust

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks