PYMNTS

SEPTEMBER 10, 2018

As different as the ecosystem pursuits that scientists and innovators may have, success means addressing the complex, and often intractable, challenge that cuts across all of them: finding the balance that keeps ecosystems healthy. An Ecosystem By Any Other Name. Decomposers are the ecosystem wild card. Consumer for the end user.

Transportation 58

Transportation Concentration Leverage Accounting 58

The CFO College

FEBRUARY 19, 2021

Fortunately, that overwhelm you may be feeling can be easily dissolved with a few tips and reassessment of your value. Fortunately, that overwhelm you may be feeling can be easily dissolved with a few tips and reassessment of your value. How to Properly Package and Price Your Bookkeeping Services. Choose the Right Clients.

Communication 52

Communication CFO GAAP Accounting 52

The Charity CFO

FEBRUARY 17, 2022

PRO TIP: An operating reserve solves temporary, emergent problems, not structural financial problems. At best, it keeps you afloat and buys you time to develop new revenue streams or funding strategies. . After all, it’s easy to say you will set aside 3-6 months of operating expenses. Are you dependent on 1-2 major donors?

Nonprofit 98

Nonprofit Budgeting CFO Math 98

CFO News Room

FEBRUARY 2, 2022

Welcome back to the 265th episode of the Financial Advisor Success Podcast ! Never miss a Financial Advisor Success podcast episode! directly via email: Resources Featured In This Episode: Full Transcript: Michael: Welcome, Amy Castoro, to the Financial Advisor Success Podcast. My guest on today’s podcast is Amy Castoro.

Communication 130

Communication Planning Education Numbers 130

CFO News Room

DECEMBER 17, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How firms can best leverage their internal data to improve the number of client referrals they receive.

Education 130

Education Planning Benchmarking Investments 130

Barry Ritholtz

AUGUST 29, 2023

I found this conversation to be absolutely a masterclass in how to think about investing risk, how to think about where your returns come from, what sort of behavioral problems lead to bad outcomes, and all of the usual things that we’ve learned over the years from the success of Vanguard. He’s only responsible for $7.3

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

JULY 18, 2023

And so I switched to accounting because the most successful person I knew directly was my uncle who was a partner in a public accounting firm. And I said, “What is this business that this gentleman is in and how do I get involved?” RITHOLTZ: (LAUGHTER) I am wasting my life as an accountant. WAGNER: No. RITHOLTZ: Right.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

The Charity CFO

MARCH 2, 2022

3 common issues that lead to messy, inconsistent books (10:56). “I don’t know if my nonprofit’s accounting systems are bad… and I probably won’t know for sure until something bad happens.”. 99% of nonprofit founders we work with don’t have a background in finance. In this episode, you’ll discover…. A Modern Nonprofit Podcast.

Nonprofit 98

Nonprofit Auditing Reconciliations Accounting 98

Barry Ritholtz

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. So clearly, that was quite a successful career path.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

JUNE 13, 2023

And the ones successful, and even some of our peers, competitors, friends, American franchise who are competing and tackling the European market, very often the ones successful or very successful are the ones who’ve been spending a lot of time on the ground. I met Antoine, effectively my co-founding partner.

Investments 56

Investments Banking Entertainment Valuation 56

Onplan

NOVEMBER 30, 2022

Customer success — The service levels available and how convenient the implementation process is. Customer success — The service levels available and how convenient the implementation process is. Customers success. Customers success. Customers success. Customers success. Customers success.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

Barry Ritholtz

FEBRUARY 20, 2024

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. Let, let’s talk a little bit about your background. Tell, tell us a little bit about that role. So all, all sorts of micro issues, not macro issues. So they hired me to do macroeconomics.

Treasury 56

Treasury Marketing Economics Banking 56

Barry Ritholtz

SEPTEMBER 26, 2022

And back then, only 3% of people were online, and those 3% were only on an hour a week. Eventually, in the mid-90s, the Internet became more of a mainstream phenomenon, hit a tipping point. It’s not an overnight success. RITHOLTZ: Wow. A few years later, Congress passed the Telecom Act to commercialize the Internet.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Startups Investments Healthcare 64

Barry Ritholtz

FEBRUARY 12, 2024

It’s kind of rare to not only find somebody whose variant perspective has allowed him to make some tremendous and successful investments early in their career, but when the world changed, they figured out they had a change, also made those adjustments and did so successfully. David Einhorn, 00:01:51 [ David Einhorn ] Thank you so much.

Investments 113

Investments Marketing Numbers Entertainment 113

Barry Ritholtz

MAY 16, 2023

He rolls that cash into his next venture, which becomes a wildly successful angel fund, which now is in its fourth edition. . ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra, extra special guest. My friend Howard Lindzon is a guest. Howard has had like really this shockingly blessed career.

Leverage 111

Leverage Investments Valuation Finance 111

Barry Ritholtz

OCTOBER 31, 2022

And he was on — I got to meet him through, who’s now the Philly Fed President Patrick Harker, I was on a team called the Dean’s Advisory Board. And they have some fascinating things to say. Latest version of “Stocks for the Long Run” has just come out. I found this conversation to be so much fun. He got me into his class.

Investments 56

Investments Marketing Numbers Finance 56

Barry Ritholtz

AUGUST 23, 2022

And then I did the same thing with “Freezing Order” which is what’s taking place in the five years since “Red Notice” came out. So, I felt like I knew everything he was going to say and even still, he astonished me. I spoke to him for nearly two hours. Most of the time, my job was on the desk. You have a B.A.

Investments 124

Investments Math Banking Profit and Loss 124

CFO News Room

DECEMBER 9, 2022

More: “The America First Policy Institute, which is headed by Rollins, Trump’s former domestic policy chief, is often described as an ‘administration in waiting’ should Trump be successful in his bid to win a second term. “Singing from the top of a Ponderosa Pine.”. * * *. James Madison, Federalist 51. How do we capture that set of ideas?

Healthcare 130

Healthcare Numbers Planning Economics 130

CFO News Room

DECEMBER 27, 2022

“No, I’m just looking to rent.”. * * *. But what is government itself, but the greatest of all reflections on human nature?” James Madison, Federalist 51. Here’s food for thought, had Ahab time to think; but Ahab never thinks; he only feels, feels, feels” –Herman Melville, Moby Dick. “So House Jan. 6, 2021.” • My goodness! One can only wonder why….

Manufacturing 130

Manufacturing Pharmaceutical Economics Planning 130

CFO News Room

JANUARY 4, 2023

They hoped that the measure would prove so successful, and so popular, that Congress would feel compelled to extend it. Greater Swamp Warbler, Yala Swamp and Lake Kanyaboli (general), Nyanza, Kenya. * * *. But what is government itself, but the greatest of all reflections on human nature?” James Madison, Federalist 51. Biden Administration.

Manufacturing 130

Manufacturing Economics Transportation Retail 130