Centage

NOVEMBER 3, 2022

Our company is headquartered in Toronto, Canada. How long have you been a Centage partner? Our partnership started over 5 years ago. Our primary focus is to assist our clients in achieving sustainable growth by creating an exceptional customer experience for their customers. Why do you partner with Centage?

Budgeting 97

Budgeting Nonprofit Healthcare Forecasting 97

Jedox Finance

FEBRUARY 24, 2022

If you want to become a successful business partner that shifts the finance department from a cost center to a profit driver, you need to change your mindset and self-image. What is business partnering? What is a business partner? Business partnering requires a proactive approach and management skills.

Communication 98

Communication Finance Entertainment Leverage 98

The Charity CFO

APRIL 2, 2024

Finding the right accounting partner for your nonprofit is essential to the financial success of your nonprofit organization. Take a closer look at the importance of a strong nonprofit accounting partner and what you should look for when choosing a nonprofit accountant for your organization.

Nonprofit 52

Nonprofit Accounting Accounting Firms CFO 52

Barry Ritholtz

JUNE 17, 2023

They also wrote the 2011 bestseller “ Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon ,” about the mortgage crisis. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday. All of our earlier podcasts on your favorite pod hosts can be found here.

Economics 126

Economics Investments Financial Reporting Finance 126

Centage

NOVEMBER 21, 2022

G7 Tech Services aggregates data from across internal and external platforms into easy-to-understand, always-up-to-date dashboards for our clients to create instant reports and answer questions easily to support strategic decision making. How long have you been a Centage partner? Our team encompasses both the US and Latin America.

Problem Solving 98

Problem Solving Budgeting Pharmaceutical Forecasting 98

Adam Kae

JANUARY 8, 2024

It's not just about crunching numbers; it's about looking forward toward your new future of profitable growth. Partnering with CFO Adam The CFO Inquiry Process Now that we've got our financial foundation in place, let's talk about the CFO Inquiry process. Conclusion In wrapping up, let's recap.

CFO 52

CFO Investments Numbers Marketing 52

Future CFO

APRIL 21, 2024

After prioritising activities for my day, I will use my blocked time to review and prepare for strategic meetings, presentations and calls for clients, partners, and team huddles. Most of my evenings are set aside for networking and relationship building with clients, prospects, partners, or colleagues. Can you tell us more about it?

Finance 52

Finance Sales Communication Financial Systems 52

VCFO

OCTOBER 19, 2023

Some equate finding the right equity partner(s) to a marriage. It’s important to find those partners whose values and objectives are congruent with yours. Growth should be about building your business to where you want it to be and getting there via a path that protects you, your objectives, and your overall vision for the business.

CFO 91

CFO Finance Planning Securities 91

CFO Thought Leader

OCTOBER 15, 2023

It’s a question rooted in surprise headlines that has now become one of 2023’s favorite conversation starters for finance executives inside the tech realm: “Where were you when you heard the news about Silicon Valley Bank [SVB]?” Or perhaps we should say two of its “future” financing partners.

CFO 52

CFO Finance Leadership Invoicing 52

CFO Thought Leader

OCTOBER 15, 2023

It’s a question rooted in surprise headlines that has now become one of 2023’s favorite conversation starters for finance executives inside the tech realm: “Where were you when you heard the news about Silicon Valley Bank [SVB]?” Or perhaps we should say two of its “future” financing partners.

CFO 52

CFO Finance Leadership Invoicing 52

E78 Partners

FEBRUARY 10, 2024

In a poll from IDC , 64% of the CIO respondents said they were spending more on the cloud than they had budgeted, and more than 50% of CEOs are concerned about cloud spend. Our teams deliver actionable insights to enable clients to make an immediate budget impact! 5 Strategies for IT Cost Management and Creating Business Value 1.

Cost Management 52

Cost Management Cost Analysis Budgeting Investments 52

Focus CFO

JANUARY 13, 2022

FocusCFO was honored to be included in Small Biz Cares’, Twelve Days of Doing Good – 2021, highlighting our fundraising efforts to combat food scarcity. To read about the program click below. At our all hands conference this fall, we raised an additional $41,500 to fight food scarcity for a total of $82,500 for 2021.

Marketing 97

Marketing 97

VCFO

APRIL 19, 2024

Engage your employees in dialogue about what’s important to them, put the right mix of options in place to meet their needs, and demonstrate the value that your business places on their wellbeing. We’ve partnered with more than 5,000 businesses in our 28 years and are ready to put our experience to work for you.

Benchmarking 83

Benchmarking Advertising Marketing 83

The Charity CFO

OCTOBER 16, 2023

It may not seem like a significant aspect of your organization’s financial situation, but picking the right nonprofit banking partner is one of the most vital decisions leaders can make. Don’t just consider your needs now – think about your potential long-term goals and what would be required to operate comfortably.

Nonprofit 59

Nonprofit Banking Compliance CFO 59

Barry Ritholtz

OCTOBER 8, 2022

Levy explains how he spent a year learning about the underlying business of family business focused on commercial real estate. He explains how Tramal Crow, in the post-war era, partnered with various affiliates across the country to develop commercial properties. All of our earlier podcasts on your favorite pod hosts can be found here.

Education 125

Education Investments Finance 125

Nerd's Eye View

AUGUST 24, 2023

However, when these aspirations are delayed or blocked by senior advisory firm partners who choose to delay their retirement plans, it can leave younger advisors frustrated and in a place of uncertainty about their futures with their firm.

Planning 90

Planning Communication 90

The Charity CFO

JUNE 7, 2023

Louis Chapter (AAFA-STL), is about as simple and meaningful as you could come up with. AAFA-STL’s medical assistance program, BREATH, provides uninsured and underinsured children with life-saving asthma and allergy medications, equipment, education, and support while our RESCUE program provides equipment and medication to schools.

Nonprofit 52

Nonprofit CFO Leadership Education 52

Focus CFO

DECEMBER 17, 2021

About FocusCFO. Strategic Partners. Join Our Team. Listen to Lisa King, CEO of Brownie Points, share her “life changing” experience utilizing a Fractional CFO from FocusCFO. 855-236-0600. Follow Follow Follow. Owners, Presidents, & CEO’s. The post Brownie Points Testimonial appeared first on FocusCFO.

CFO 98

CFO 98

E78 Partners

AUGUST 28, 2023

In this article, we delve into the accounting and finance staffing challenges faced by private equity firms, explore the implications for the market, and examine how E78 Partners is positioned to offer effective solutions. Staffing and talent shortages became pressing issues for both portfolio companies and their fund managers.

Accounting 52

Accounting Finance Leadership Compliance 52

Beacon CFO Plus

FEBRUARY 17, 2023

The report says: “There are two main ways you can fall short in the role as CFO in a private equity-backed company: If you fail to get the basics right or if you are unable to act as a business partner and leverage strategic insights.” Many rely on the CFO to serve as a strategic partner. Establish repeatable and predictable behaviors.

CFO 52

CFO Leverage 52

Barry Ritholtz

OCTOBER 11, 2023

We will be meeting with clients and hanging with the team from our Charlotte offices. You can join me, Josh Brown, Michael Batnick and Blair duQuesnay and several of our financial advisors, including Managing Partner Kris Venne, and Ritholtz Wealth’s President, Jay Tini. and we’ll help you get scheduled.

Planning 56

Planning 56

CFO Network

MARCH 18, 2024

Many SMBs grapple with concerns about data security and confidentiality. Maximizing Benefits: How to Choose the Right Outsourced Accounting Partner Despite the challenges, outsourcing accounting can be a game-changer for SMBs, unlocking operational efficiency and growth opportunities.

Accounting 52

Accounting Prioritization Communication Construction 52

CFO Simplified

JANUARY 5, 2024

So, if your business partnership is contentious, and it puts your business at risk, you need to find a way of exiting working with your partner, so you can put it back together, here are some things that you should know to make this a reasonable separation. I’ve been working in my company with my partner for five years.

Valuation 52

Valuation CFO Planning Sales 52

Barry Ritholtz

FEBRUARY 27, 2023

He talks about the biggest fraud which is hiding in plain sight and why he believes Tesla has a long way to go down. ( Charlie and I watch with pleasure the vast flow of Berkshire-generated funds to public needs and, alongside, the infrequency with which our shareholders opt for look-at-me assets and dynasty-building.

Valuation 110

Valuation Securities Investments Marketing 110

PYMNTS

DECEMBER 21, 2020

“We all share a common vision to expand the virtual LTO offering across a broader set of retail partners and to meet the needs of more customers through an integrated omnichannel strategy. Founded in 2013 in Salt Lake City, Utah, Acima operates in over 15,000 retail partner locations and eCommerce platforms. billion in 2020.

Retail 105

Retail eCommerce 105

CFO Simplified

NOVEMBER 6, 2023

When business partners work together, they do so because they get along great. I’m just getting ready to start my company with a partner. Every partner believes during business formation that they will have a good working relationship with their soon-to-be partners. We get along great. Very important.

Profit and Loss 52

Profit and Loss CFO Planning Valuation 52

Barry Ritholtz

JANUARY 21, 2023

Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Art and Science of Spending Money : Money “the greatest show on earth” because of its ability to reveal things about people’s character and values.

Leverage 102

Leverage Investments 102

Nerd's Eye View

MARCH 4, 2024

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

Startups 80

Startups Investments Technology Numbers 80

PYMNTS

OCTOBER 21, 2020

Lambert’s comments came as Mastercard announced the expansion of its Priceless Planet Coalition, a global coalition of partners and eminent environmental experts who’ll work together toward planting 100 million trees over the next five years. Our first thought was, ‘Oh, gee, this topic is a little bit niche,’” he said.

Transportation 100

Transportation Education Numbers Banking 100

E78 Partners

AUGUST 21, 2023

This article will delve into how operating partners are shifting focus to these stages and how E78 Partners provides invaluable support during this critical period. This phase often involves key decisions about the company’s strategic direction, potential restructuring, operational improvements, and leadership changes.

Planning 52

Planning Valuation Restructuring Leverage 52

CFO Thought Leader

DECEMBER 12, 2023

Instead, he draws our attention to his early entrepreneurial endeavors on eBay (he achieved power selling status while in high school), and, as for his finance career, he tells us that he has long preferred not to narrow his lens but to widen it. our allies, and our partners.

CFO 52

CFO Leadership Securities Strategic Planning 52

CFO Thought Leader

FEBRUARY 13, 2024

Asked about his finance mind-set, Jenny recounts his commitment to curiosity and unwavering quest for greater efficiency. Jack Sweeney CFOTL: Tell us about SOCi … what does this company do, and what are its offerings today? It’s all about the people at the end of the day.

CFO 52

CFO Entertainment Finance Leverage 52

The Charity CFO

SEPTEMBER 18, 2023

We are excited for our guest today, CEO and co-founder of Collidescope , Nick Lynch! Key Opinion Leader & Ambassadors Nick and Tosha discover more about the stigma around nonprofit organizations. Welcome to the Modern Nonprofit Podcast! When we put it all together, Collidescope is the vessel that will piece this puzzle together.

Nonprofit 52

Nonprofit Leverage CFO Advertising 52

Barry Ritholtz

JUNE 23, 2023

( Men’s Health ) • The Real Lesson of The Truman Show : Twenty-five years later, the film’s most powerful insight isn’t about reality TV so much as the complicities of modern life. ( Source: Washington Post Sign up for our reads-only mailing list here. One reason for the surprise jobs boom? Immigrants are back.

Auditing 106

Auditing Economics Investments Planning 106

Barry Ritholtz

SEPTEMBER 3, 2022

Pour yourself a mug of Bean Box coffee, grab a seat on the beach, and get ready for our longer-form weekend reads: • Americans are terrible at taking vacations. Be sure to check out our Masters in Business interview this weekend with Lynn Martin , President of the NYSE , which is part of the Intercontinental Exchange. Why are U.S.

Budgeting 116

Budgeting Technology Marketing 116

Barry Ritholtz

MAY 25, 2023

My morning train WFH reads: • Debt-Ceiling Fight Sends Investors Hunting for New Havens : Traders worried about a potential U.S. Limited partners in private equity funds expect the scales to tip a bit back into their favor amid challenging market conditions. Wall Street Journal ) • Negotiating Power Back. But Not as Much as You Think.

Concentration 102

Concentration Treasury Economics Marketing 102

Barry Ritholtz

SEPTEMBER 14, 2023

Everything about this year was next level — the audience, the sponsors, the bands, it was amazing! And I am so grateful to be working with our partners at Advisor Circle. Ask anyone who was there about what it was like. I could not be prouder of my team, who did a bang-up job representing RWM at the event.

Risk Management 56

Risk Management Investments 56