Welcome to a the new Knights of the Ledger Summit series from Stories from the River! This episode captures a presentation that podcast host and Broad River CEO Charlie Malouf gave at the 2nd Annual Knights Summit on March 26, 2025, in Fort Mill, South Carolina. Charlie begins by sharing insights into Broad River's growth journey over the last 20-plus years, focusing on past milestones and plans for the next year including Project Cascade, which aims to expand the company's geographical reach into the Inland Northwest in Spokane, Washington. Charlie discusses the four key areas of focus for 2025: driving revenue, continued innovation, operational efficiencies, and ensuring fortress security. He also discusses longer term future plans like the 2030 vision to grow to $500 Million.

He emphasizes the importance of the pioneering spirit, encapsulated by the word "Pioneer," which was chosen as the company's 2025 word of the year. This encapsulates the aim to be innovative and exploratory in their endeavors.

Charlie further engages the audience with thought-provoking exercises that demonstrate the power of compounding and investing in oneself. Through interactive dialogue, he illustrates the potential of small, consistent improvements leading to significant growth. This aligns with Broad River's philosophy, which values goal-setting and strategic planning to achieve long-term growth. Charlie reiterates the importance of Memory Makers in realizing these goals, noting that the company's success hinges on their growth and development. Overall, this episode serves as both an informative and a motivational session, aiming to prepare the finance department, fondly known as "Knights of the Ledger," for future challenges and opportunities.

21:24 "Nobody ever drifted to a destination they would have chosen." -Michael Hyatt
28:05 "If someone offered you a penny that doubles every day for 30 days or a million dollars today, which would you take?"
32:09 "If you improve by 1% every day, within a year you will have improved 365%. Think about that"
33:57 "When nothing seems to help, I go and look at a stonecutter hammering away at his rock perhaps a hundred times without as much as a crack showing in it. Yet at the hundred and first blow it will split into two, and I know it was not that blow that did it, but all that had gone before." - Jacom Riis The Stonecutter's Credo
34:27 "The best investment you will ever make is in yourself." Warren Buffett

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