CFO News Room

NOVEMBER 14, 2022

She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. She currently runs a weekly YouTube series called “Practice Management with Penny.”.

Practice Management 130

Practice Management Planning Leadership Communication 130

Future CFO

APRIL 1, 2024

Moving beyond their traditional roles in finance and accounting, it is important for CFOs to be forward-looking and consider how they can enhance their value proposition and contribute to the firm’s progress. We also look at enhancing the overall operating model of the business through the use of digital technologies.

Finance 52

Finance Risk Management Practice Management Budgeting 52

CFO News Room

NOVEMBER 19, 2022

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. cash management programs ). Additionally, unlike Flexible Spending Accounts (FSAs), there is no deadline for the contributions to be spent.

Planning 130

Planning Leadership Healthcare Accounting 130