CFO Thought Leader

JULY 16, 2023

CFO Michael Cox says that it was near the end of 2022 when the IRIS Software Group began to realize that the guiding philosophy that had motivated and incentivized the UK-based software company to complete 30 acquisitions within 6 years needed an upgrade. ” – Michael Cox, CFO, IRIS Software Group.

CFO 52

CFO Education Leadership Practice Management 52

CFO News Room

JANUARY 20, 2023

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Practice Management 130

Practice Management Leadership Cash Management Economics 130

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

VCFO

NOVEMBER 4, 2022

This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. Given the backdrop above, the management team that’s gotten a business this far may not possess what will be needed to get the business through the next phase.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

CFO News Room

DECEMBER 30, 2022

Each weekday, in our Management Tip of the Day newsletter, HBR offers daily tips to help you better manage your teams — and yourselves — through this period of profound change and uncertainty. Management Tip of the Day. Quick, practical management advice to help you do your job better. It’s just a paragraph.

Data Analysis 130

Data Analysis Practice Management Leadership Communication 130

Future CFO

APRIL 1, 2024

The role of CFOs has shifted dramatically. 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.

Finance 52

Finance Risk Management Practice Management Budgeting 52

CFO News Room

DECEMBER 10, 2022

From there, we have several articles on practice management: Why creating a defined employee value proposition could be the key for RIAs to attract and retain talent in the current tight labor market. But using joint accounts can be uncomfortable for many individuals. Joy Lere | Finding Joy).

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Accounting 130