Volunteer Spotlight – How 2 Series Chair: David Rodriguez, Generations Federal Credit Union

Rodriguez_David_articleDavid Rodriguez
Generations Federal Credit Union

About the Company: For nearly 75 years, Generations FCU has been an advocate of financial growth and development within the community, offering award-winning financial education classes, as well as products and services that truly make a difference.  Generations strives to be a trusted advisor, offering personal attention that provides members with the financial skills they need to be successful.  Their tailored approach to banking enables them to deliver personalized service for both businesses and consumers.

About the Program: The North SA Chamber is committed to small business development and has designed this series specifically to offer big ideas for small businesses. The How 2 Series offers information to help businesses improve every aspect of their business with practical operational knowledge – Check the North SA Chamber Calendar of Events to see the most recent topic for the series.

Personally Speaking:  As the Financial Education Manager for Generations, David oversees the ideation and development of small business workshops that cover critical topics such as human resources, marketing, lending, financials and logistics.  Recently appointed as the How-To-Series Committee Chair, David understands the impact the Chamber and the Series can have for small business owners, enabling them to thrive, succeed and shape our economy.

BKD, LLP Recognized as Bronze LearningElite Organization

BKD logoTed Dickman, BKD, LLP chief executive officer, is proud to announce BKD has been named a Bronze LearningElite organization for 2014 by Chief Learning Officer magazine. Singled out for creating and implementing exemplary workforce development practices that deliver measurable business value, BKD, LLP ranked No. 49 from a record-breaking field of more than 200 companies participating in the prestigious annual benchmarking program.

“At BKD, people are our No. 1 asset,” Dickman said. “To deliver unmatched client service, we must continually invest in their technical expertise and develop them as leaders. BKD professionals have access to a wealth of knowledge and tools they need to do their jobs effectively, efficiently and ethically. We’re extremely flattered that Chief Learning Officer magazine has acknowledged our commitment to lifelong learning.”

The only peer-reviewed ranking and benchmarking program developed in collaboration with chief learning officers and senior workforce development practitioners, the LearningElite has become the industry’s most valuable benchmarking tool. The program utilizes rigorous evaluation methodologies to objectively assess both the scope and value of participants’ learning and development practices and to rank the organizations based upon the execution and impact of these initiatives.

“The firm has made significant progress towards our goal of being an industry-leading learning organization,” said Greg Cole, director of the firm’s Learning & Development department. “It’s about developing a world-class training system that better ties our mission statement and unmatched client service standards to our performance management system and curriculum for coordinated training events and on-demand learning. The feedback we’ve received has been overwhelmingly positive.”

BKD University (BKDU) is the latest enhancement to the firm’s educational infrastructure. BKDU is an online, on- demand platform housed on the firm’s intranet that gives personnel access to a wide range of content that includes technical training as well as shorter, more digestible video clips on leadership, ethics, client service and technology.

About BKD
BKD, LLP is a national CPA and advisory firm that understands your business and delivers the resources you need with a service style you’ll value. BKD’s approximately 2,100 personnel, including approximately 250 partners, serve clients in all 50 states and internationally. To learn more, visit bkd.com.

Praxity, AISBL, a global alliance of independent firms, enhances BKD’s ability to serve the dynamic needs of multinational clients. Praxity™ provides the gateway to tax, assurance and consulting services delivered by alliance firms committed to the highest standards required in international business.

The San Antonio Board of the BKD Foundation presents its Annual Community Pride Award to SAMMinistries

BKD logo colorAt the October 22, 2013, team meeting, Jon McDowell, Managing Partner of BKD, LLP, CPAs and Advisors introduced Makayla Matheson, Manager, and San Antonio BKD Foundation member who presented Navarra Williams, President & CEO, SAMMinistries with the San Antonio Board for the BKD Foundation’s annual Community PRIDE award.

BKD check 2013Matheson had this to say, “Each year we ask our employees to nominate a charity they believe should be the recipient of our $10,000 award and to provide the committee with an example of how the charity helps and how they exhibit our PRIDE values. Our PRIDE values encompass Passion, Respect, Integrity, Discipline and Excellence.” After the nominees were identified, each charity’s representative visited with BKD personnel so that they could learn firsthand about each organization’s mission. Afterwards, the employees voted and SAMMinistries was selected based on the nomination which identified SAMMinistries passion that each person it serves has the power to transform their lives and live independently. They show respect for others by treating each person with dignity and giving them equal opportunity to succeed. SAMMinistries maintains integrity by striving to be true to its values in both word and deed. They are disciplined in their approach to fundraising and in their approach with clients whose lives they are helping to re-build. SAMMinistries believes that a ministry to people in need demands their very best. In striving for excellence, SAMMinistries honors the trust that donors place in them and they give their best to clients every day.

BKD Award 2013Williams accepted a custom-made glass art work (Glen Andrews Studio:  Caliente Hot Glass) award and a check for $10,000. Williams stated that, “We are honored to be chosen by BKD, and grateful for their contribution to SAMMinistries. As a Ministry, we strive to work with integrity as we help San Antonio families overcome homelessness. I am proud to lead a team that is recognized by fellow community members for this work.”

Founded in 1983, SAMMinistries is an interfaith ministry dedicated to providing shelter and care to the homeless of San Antonio. Today, SAMMinistries is the largest service provider of direct care and shelter in San Antonio and the surrounding area.

About BKD Foundation
The BKD Foundation, which is the firm’s charitable arm, has raised and distributed more than $6.2 million to qualifying 501 (c)(3) organizations since February 2000. For many not-for-profit organizations, both financial and volunteer assistance is critical.

The San Antonio charitable arm of the BKD Foundation is funded and administered by the partners and employees of the San Antonio office of BKD, LLP, CPAs & Advisors. The San Antonio BKD Foundation desires to enrich the San Antonio communities it serves with financial support and the gift of time from BKD volunteers. Its purpose is to aid, support, maintain and assist by gift, donation or otherwise, established charitable, scientific, educational and philanthropic institutions which are qualified under Section 501(c)(3) of the IRC of 1986.