Press Releases

1st Global Partners with Studio Movie Grill on Employee Engagement

Aug 11, 2015

1st Global, a research and consulting partner to select CPA and wealth management firms, recently hosted a special event to recognize employee achievements and share successes, both personal and corporate, in recent months. 1st Global employees were treated to lunch, a movie and a company celebration at Studio Movie Grill in Richardson, Texas.

The program included recognition for departmental teams and individuals within the organization for successful projects and initiatives that were completed during the second quarter. During the recognition portion of the event Marc Alley, head of market research, was awarded Employee of the Quarter for the second quarter of 2015. Alley was awarded the honor for his many contributions, including an exclusive survey, named the Voice of the Advisor, which 1st Global utilizes to measure its success in delivering excellence in service. Through this survey, 1st Global is able to determine their Net Promoter Score and other key statistics regarding its performance.

“Employee engagement drives the culture and success of a company,” said 1st Global President David Knoch. “Through these events, we’re encouraging our staff to keep up the wonderful work they do every day and setting an example of how to be great to each other, one of our guiding business objectives. This is one way for the company to say thank you. ”

1st Global’s commitment to engaging its employees is not a new initiative. The company has partnered with Quantum Workplace to conduct an annual employee survey since 2012 and it was a 2014 recipient of the Employee Voice Award™. In 2015, 1st Global launched an additional program to provide monthly events that are intended to connect employees with various stakeholders. These events fall into one of two categories, Engage: Connect or Engage: Recognition. Engage: Connect events are intended to connect employees with the various ways they fulfill the company’s purpose – to enable intentional living. Engage: Recognition events, such as the Studio Movie Grill event, are hosted quarterly and on a much larger scale. These events usually involve closing the office for half a day, allowing employees to get away, enjoy the company of other colleagues and recognize employees for their best work.

“Engage events are great,” said marketing and brand consultant Kristina Manser. “They boost company moral and make people feel appreciated. It also encourages employees to meet others outside of their own departments.”

The weeks leading up to event were full of excitement as 1st Global staff members campaigned for one of four movies to be shown. Through posters, social media posts and surprise events, awareness was raised and the staff was encouraged to vote for which one they’d like to see. Ultimately, Ant-Man won in a landslide victory, making it the feature film of the day. Thanks to the partnership of Studio Movie Grill and a select group of 1st Global employees who voluntarily stayed behind to maintain the company’s essential functions of the business, 1st Global was able to successfully host this event. 1st Global’s next employee engagement event is Bring Your Child to Work Day, which celebrates the families of 1st Global employees. This event is scheduled for Aug. 13 at the home office.

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 the 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. 1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 12750 Merit Drive, Suite 1200 in Dallas, Texas, 214-294-5000. Investment advisory services offered through 1st Global Advisors, Inc., an SEC-Registered Investment Adviser. Additional information about 1st Global is available via the Internet at



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