All NTA Member Digest
All Member Digest Posts
Welcome, Shane Mahoney!
We are excited to announce the addition of our newest NTA member, Shane Mahoney, of MidWestOne Bank in Denver. We look forward to having him as part of our Colorado Chapter, and as a National Trusted ...Read More
2024 Trust Leadership Award
Mr. Bob Daniel Today I was honored to present NTA’s Trust Leadership award to my good friend and confidant, Bob Daniel. Bob is the first two-time recipient of the prize. His first recognition came at...Read More
Less Than a Month Away: NTA Annual Summit!
Join us the morning of Friday, October 11 for our NTA Annual Summit: Building Authentic Connections to Drive Business Growth! It is being held in person (in Colorado and New Mexico) and via Zoom (for ...Read More
3 Great Speakers at Our October 11 Summit!
We have a fantastic speaker lineup for our upcoming NTA Annual Summit on Friday, October 11. Join us and surround yourself with other trusted advisors during this fast-paced morning filled with great ...Read More
NTA Annual Summit Silver Sponsor: Partners PEO!
Our NTA Annual Summit is happening on Friday, October 11, and we are excited to announce Silver Sponsor, Partners PEO www.PartnersPEO.com! If you are interested in learning more about becoming a spons...Read More
3 NTA Annual Summit Gold Sponsors!
We are excited to announce our first Gold Sponsors of our upcoming NTA Annual Summit, to be held on October 11! They are: Klawsky Consulting www.klawskyconsulting.com Apex Insurance Agency www.ApexNM....Read More
Read Our Latest Article in the NTA Trusted Advisor’s Corner
Continuous improvement is a methodical approach that leverages your company’s current state of play to organically give rise to a future state of play with better performance outcomes. Check out...Read More
Sad to Report
For you long time members, I want to make you aware of the passing of Keri Stewart. Keri was a presenter and member of NTA NM, but with covid, she participated in our Zoom calls as well as in person....Read More
Welcome Jill Cook
As part of being an active member of the National Organization of Trusted Advisors you receive notification when other members add a Member Digest. Welcome Jill Cook! We are excited to announce our ne...Read More