Following its recent award win, Ron Lesh discusses why customer support will always remain a critical focus for BGL as well as the company’s next big plans for its software.
Published by Australian Fintech on 24 October 2022
Click here to read on the Australian Fintech website
BGL Corporate Solutions, Australia’s leading provider of SMSF, investment portfolio and company compliance management software, is proud to have trained 1,350 people in its free Company Secretary 101: A Beginner’s Guide live online training course.
“This is a huge achievement for the BGL Training Team, and everyone involved,” said Ron Lesh, BGL’s Managing Director. “We offered this free online training course to help those new to the company secretary role and were delighted to see over 1,700 people register and 1,350 attend the live session held on 18 October 2022.”
BGL’s Company Secretary 101: A Beginner’s Guide free online training is for new ASIC registered agents, accountants, and administrators or those wanting to refresh their skills and provides attendees with an understanding of the core duties, legal responsibilities, tasks and activities of a company secretary. Over 76% of people registered for Company Secretary 101: A Beginner’s Guide attended the live online training course.
“Given the success of this free online training course, BGL has decided to run a live session every quarter while also providing the webinar recording on-demand,” continued Lesh. “We want to ensure everyone has an opportunity to learn and grow in this space.”
“With over 30 years of experience in the corporate compliance space, BGL is committed to sharing its knowledge and expertise with the community to help pave the way for the next generation of company secretaries and administrators,” concluded Lesh.
Anthony Costa, Training Manager at BGL, said, “This course was great for participants to gain an overview of company secretary duties, so they may better grasp their roles and responsibilities. The next step for participants is to attend BGL’s Live Online Product Training for its innovative company compliance and trust management software, CAS 360, scheduled in October and December 2022.”
For more information, visit https://www.bglcorp.com/hub/training/
BGL is proud to have trained 1,350 people in its free Company Secretary 101: A Beginner’s Guide live online training course.
We are excited to announce another sensational Simple Fund 360 and Simple Invest 360 update! Check out the full release notes and join the conversation in the BGL Community.
Published by Australian Fintech on 19 October 2022
Click here to read on the Australian Fintech website
Australia’s leading provider of self-managed superannuation fund (SMSF), investment portfolio and company compliance management software, is proud to announce the appointment of Adriana Cavallo as its Head of Customer Experience (APAC).
“It has been a pleasure to watch Adriana grow and thrive with us both personally and professionally since she joined BGL in 2012,” said Ron Lesh, BGL’s Managing Director. “Adriana has demonstrated the highest commitment to BGL, the team and clients and we could not be prouder to see her take on this new role.”
A qualified CPA with an MBA in Marketing, Adriana has contributed significantly to BGL over the past 10 years with roles in Support, Data Services, Client Enablement, Practice Management Integration, Partnerships and most recently, as Head of Client Success.
“As Head of Customer Experience (APAC), Adriana will oversee BGL’s Support, Data Services, Client Success, Account Management, and Sales (APAC) teams to deliver remarkable experiences for BGL clients,” continued Lesh. “This is a significant change to the structure of our business and will have a positive impact on BGL, our clients and partners moving forward.”
“Working with our clients and creating an exceptional BGL experience has always been a passion of mine,” said Adriana Cavallo. “I’m thrilled to be able to continue my incredible journey with BGL, focusing on client experience and working with the amazing teams at BGL.”
“We are proud to have an extraordinary talent pool at BGL that allows us to promote internally rather than seek external appointments for senior management positions,” added Lesh. “Adriana is highly regarded in the industry due to her ability to form and sustain strong relationships and is perfectly suited and qualified to help lead BGL into the future.”
“It has been a pleasure to watch Adriana grow and thrive with us both personally and professionally since she joined BGL in 2012,” said Ron Lesh, BGL’s Managing Director. “Adriana has demonstrated the highest commitment to BGL, the team and clients and we could not be prouder to see her take on this new role.”
A qualified CPA with an MBA in Marketing, Adriana has contributed significantly to BGL over the past 10 years with roles in Support, Data Services, Client Enablement, Practice Management Integration, Partnerships and most recently, as Head of Client Success.
“As Head of Customer Experience (APAC), Adriana will oversee BGL’s Support, Data Services, Client Success, Account Management, and Sales (APAC) teams to deliver remarkable experiences for BGL clients,” continued Lesh. “This is a significant change to the structure of our business and will have a positive impact on BGL, our clients and partners moving forward.”
“Working with our clients and creating an exceptional BGL experience has always been a passion of mine,” said Adriana Cavallo. “I’m thrilled to be able to continue my incredible journey with BGL, focusing on client experience and working with the amazing teams at BGL.”
“We are proud to have an extraordinary talent pool at BGL that allows us to promote internally rather than seek external appointments for senior management positions,” added Lesh. “Adriana is highly regarded in the industry due to her ability to form and sustain strong relationships and is perfectly suited and qualified to help lead BGL into the future.”
Published by Australian Fintech on 18 October 2022
Click here to read on the Australian Fintech website
BGL Corporate Solutions, Australia’s leading provider of self-managed superannuation fund (SMSF), investment portfolio and company compliance management software, is proud to once again win the SMSF software category of the ‘selfmanagedsuper’ and CoreData SMSF Service Provider Awards.
“This is a sensational achievement by the BGL team. I could not be prouder of each and every one of them,” said Ron Lesh, BGL’s Managing Director. “In 2022, BGL has also received industry recognition from SMSF Adviser Awards for SMSF Software Provider of the Year, International Business Awards® for Most Innovative Company of the Year, Global Excellence Awards for Most Innovative Compliance Software Solutions Provider (Australia), Titan Business Awards for Most Innovative Company of the Year and FinTech Breakthrough Awards for Best RegTech Solution, among many others.”
Presented by ‘selfmanagedsuper’ and research house CoreData, the SMSF Service Provider Awards cover 16 categories related to investments and services available to SMSFs. The awards are based on a survey of industry participants conducted between July and September 2022 of 240 advisers and accountants who advise on and/or administer SMSFs.
Jeevan Tokhi, Head of Simple Fund 360, said, “This award recognises why Simple Fund 360 is the number 1 SMSF administration software in the market. The entire BGL team continues to provide best-of-breed technology and exceptional service. We look forward to delighting our clients with some exciting updates later this year.”
Launched in 2014, Simple Fund 360 software uses sophisticated artificial intelligence (AI) powered technologies for smart data capture, categorisation and review – simplifying the process of transaction processing for SMSFs and providing incredible efficiencies for clients.
Simple Fund 360 integrates with BGL’s CAS 360, Simple Invest 360 and many industry-leading practice management solutions while providing integrated accounting workpapers, digital signing, 350+ data feeds, registry integration, sophisticated portfolio reporting and BGL SmartDocs – BGL’s award-winning industry-leading paper-to-data solution. And for the accountants, Simple Fund 360 includes a proper double-entry general ledger.
Simple Fund 360 is used by almost 7,500 businesses administering over 260,000 SMSFs representing 43% of the 605,000 SMSFs in Australia. This adviser-voted award solidifies the position of Simple Fund 360 as Australia’s leading SMSF administration software solution.
BGL is proud to once again win the SMSF software category of the selfmanagedsuper and CoreData SMSF Service Provider Awards.
The introduction of Director IDs means Australian company directors are required to identify themselves with the Australian Business Registry Services (ABRS) via MyGov before 30 November 2022.
BGL is proud to be part of a Global Victoria technology trade mission to Asia’s most exciting big data, analytics and artificial intelligence event Big Data & AI World, Singapore.
© 2023 BGL Corporate Solutions Pty Ltd.
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