VCFO

AUGUST 11, 2022

Renewable energy by nature demands different talent pools with more advanced technical and math skills to help guide the initiatives. ” A Battle for Budget. At the same time, departments within individual organizations are also scrambling for more from a budget pie that isn’t getting bigger.

Math 93

Math Budgeting Prioritization Risk Management 93

The CFO College

JUNE 3, 2021

Increase Your Value and Boost Your Services with Two CFO-Level Accounting Tools. Yes, automations can crunch numbers, but there is so much more to providing accounting services than calculations. When you bill two clients at $4,200 per month, just do the math. Done right, this will add big value to your clients!

Accounting 52

Accounting CFO Auditing General Ledger 52

PYMNTS

FEBRUARY 1, 2021

The Congressional Budget Office said on Monday (Feb. Visa noted, too, that debit spending has been high in the wake of repeated waves of stimulus payments deposited directly onto debit cards or in bank accounts. We may be catching a glimpse of economic life beyond the pandemic.

Math 82

Math Entertainment Economics Budgeting 82

CFO News Room

DECEMBER 23, 2022

When we had this conversation, I initially joked that we would need to set up “braces savings accounts” for them instead of 529 college savings plans. When you actually do the math, traditional braces or Invisalign can easily cost $24,000 or more for four kids! But it also depends on your budget and what you are trying to accomplish.

Planning 130

Planning Healthcare Finance Accounting 130

Michigan CFO

NOVEMBER 26, 2021

You can improve your financial position for your small business with a CFO that fits your budget. This doesn’t mean that your CFO handles accounting and tax preparation personally, but they do manage relationships with the people responsible for those things. Or maybe you just rely on your bank account balance to do the math for you.

CFO 52

CFO Budgeting Math Accounting 52

CFO News Room

DECEMBER 24, 2022

Crypto Savings Accounts. residents 18+ and subject to account approval. Crypto Savings Accounts. It’s now possible to earn high interest on your crypto holdings, at rates much higher than what the banks are paying on CDs and savings accounts. If it does, be sure to take advantage of budgeting tools. Trade Options.

Investments 130

Investments Marketing Communication Advertising 130

CFO News Room

NOVEMBER 18, 2022

Take, for example, how the Fed views statistics, such as employment numbers, when it’s thinking about inflation or raising rates so quickly, which is really constraining to people on an actual budget facing other inflationary pressures, and, by the way, not actually doing anything about inflation. That’s just the math. In what sense?

Banking 100

Banking Economics Leverage Marketing 100

CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130

Planning Communication Profit and Loss Education 130

Future CFO

SEPTEMBER 9, 2020

He noted that because cost is a hurdle, it then becomes difficult to get the budget. The math is obvious. One delegate note that for the moment, the automation afford by the ERP system is sufficient. Jargons are not helping, said Steven Ho , finance director at TVS Asianics. Scaling – the RPA problem no one talks about.

CFO 52

CFO Finance Math Budgeting 52

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And a little bit of accountability, making sure that people are doing their implementation because they’re the ones responsible for it. Mindy: Yeah.

Planning 130

Planning Investments Accounting Numbers 130

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52

Math Investments Leadership Entertainment 52

CFO News Room

DECEMBER 1, 2022

” Everyone starts doing the math of what their typical clients pay multiply by 300 clients was like, “This is mind-blowing profitability, effectiveness of the firm. And there’s a lot of people that are doing cool stuff in how do we automate more in account opening, onboarding, trading, rebalancing, reporting, right?

Technology 130

Technology Planning Investments Leverage 130

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Then, to get what’s in circulation off the street, he suggests that governments give consumers incentives to turn in those bills – so bring in a $100 bill and get more than its face value deposited to your bank account.

Currencies 41

Currencies Banking Accounting Budgeting 41

Barry Ritholtz

NOVEMBER 21, 2023

00:11:16 When Paul met me, I was modeling companies like Priceline in my spare time and investing out of my, you know, probably Fidelity account at the time. But the problem with it is, 70% of the people in this country will never have a savings or investment account. That’s less than one 100th of 1% of the annual budget.

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

JUNE 6, 2023

He’s not like that at all, which probably accounts for a lot of his success. You know, a rich life, most people expect a money book to start with a chapter on budgets. We’re going to get a budget. Everybody hates the word budget. Everybody hates the word budget. I hate budgets myself.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

CFO News Room

DECEMBER 27, 2022

So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. It’s not uncommon for us to see million-dollar accounts these days. ” But I know just the math of that is hard. John: Yeah. John: That’s right, yeah.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Marketing Securities 130

CFO News Room

DECEMBER 20, 2022

And so, over time, I just learned these different types of accounts and plans. ” And so, a lot of it would be age-based, and so I would essentially say I can do a topic for people who are early-career, and I can talk about budgeting and debt reduction.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

AUGUST 15, 2023

And what’s their budget like a fraction of it, right? RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. RITHOLTZ: Right. It just overwhelmed them. I’m sure. That’s great. How would you have done?

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

DECEMBER 6, 2022

I’m just thinking practical, do I need every single line item of their budget, or do I just need to be able to get to a quick slice that says, “Your outflows are more than your inflows, we probably need to have a conversation about that?” So budgeting and net worth, absolutely. ” Natalie: Yes, exactly.

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

MAY 30, 2023

So I knew what Bank of America was because my mother, it was a big deal to go to the bank and open a passport account, or to go there with my mother every couple weeks, and have, or my dad to make an appointment with a local, the local branch banker might have been the mayor, I mean, he was a very important guy back in those days.

Economics 59

Economics Education Profit and Loss Banking 59

CFO Talks

MAY 13, 2025

When M&A Dreams Meet Budget Reality Why the Real M&A Value Lies in Your Hands When the board signs off on a merger or acquisition, the room is filled with optimism. Will the deal structure trigger tax or accounting landmines? You stay grounded in the math. How much debt can you really carry? Whats the FX exposure?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Budgeting Leadership CFO 52

Barry Ritholtz

MARCH 21, 2023

Everything was the same except, Chicago had in its budget to give me money for airfare to go visit. So I definitely think you want to account for that in places like price-to-book in earnings. My mom was a math teacher so — RITHOLTZ: Okay. Chicago versus Stanford, I got into both. RITHOLTZ: Yeah. PhDs are very lucky.

Profit and Loss 69

Profit and Loss Valuation Forecasting Investments 69

Barry Ritholtz

MARCH 17, 2025

I was an accounting major for a good period of time. I got well into the upper division stuff, and then I couldn’t imagine myself as an accountant. You were the Chief Economist for the US Senate Budget Committee during, was that during the Obama administration? And I thought, what do you do? Is that right?

Budgeting 59

Budgeting Economics Math Numbers 59

Barry Ritholtz

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? And, to the detriment of my banking account, but to the betterment of my wrist and garage. I’m giving you a budget. He gave me his Omega Speedmaster, which is a really nice watch. CLYMER: Me too.

Retail 69

Retail Advertising Numbers Economics 69

Barry Ritholtz

OCTOBER 3, 2023

And so after a week there, I, I said to the guys on desk, Hey, can I open an account and do this? Yeah, you’re, you’re, you’re allowed to open an account. So I opened an account and I sat there and I traded the, the New York Chicago Gold arbitrage for the next sort of close to month. Gary Cohn ] 00:05:28 Be?

Marketing 112

Marketing Banking Treasury Profit and Loss 112

Barry Ritholtz

JUNE 3, 2024

Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

Math 59

Math Marketing Treasury Valuation 59