CFO News Room

DECEMBER 15, 2022

To convey at least a part of that missing texture, we’ve pulled together some recent journalistic and more granular accounts of how state and local school education officials have responded to the long-term rise in teacher vacancies. Unfortunately, almost all of these have proved to be less than ideal for teachers and students.

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Numbers Math Education Budgeting 130

Michigan CFO

NOVEMBER 26, 2021

When you’re running a small business, CFO services probably seem out of reach. You can improve your financial position for your small business with a CFO that fits your budget. Virtual and fractional CFO services for a small businesses put sound financial management in your hands. What Does a CFO Do in a Small Business?

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CFO Budgeting Math Accounting 52

The Charity CFO

FEBRUARY 17, 2022

Doing some simple math (25% x 12 months = 3 months), we can safely say that you should start with a goal of at least 3 months of expenses as your operating reserve. And it helps you and your team be accountable for reaching your goals. Don't hire the wrong accountant for your nonprofit! Get the free guide!

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Nonprofit Budgeting CFO Math 87

Future CFO

OCTOBER 20, 2021

The CFO role requires certain traits and skills, said Woranat Dumrongsiri (pictured), Country CFO, Deloitte Thailand and Deloitte Laos during an interview with FutureCFO for the publication’s Female Leadership in Finance Series. Woranat Dumrongsiri, Country CFO, Deloitte Thailand and Deloitte Laos.

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CFO Leadership Finance Problem Solving 52

PYMNTS

FEBRUARY 13, 2019

In the accounting space, that means integrations with enterprise resource planning (ERP), accounts receivable, accounts payable, procurement, banking and other portals. This is one reason why companies may choose to work with a firm like Codence to custom build accounting software into their firms.

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Finance General Ledger Accounts Payable Math 75

The Charity CFO

FEBRUARY 9, 2022

Want to learn the basics of nonprofit accounting? . If you get frustrated when reading your nonprofit’s financial statements, or just don’t “get it,” we have a free 3-part video series that’ll take the stress and mystery out of nonprofit accounting. Yes, even if you were bad at math in high school.) .

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Nonprofit Currencies CFO Math 93

CFO News Room

FEBRUARY 6, 2022

That means TIPS can be a cash drain, unless they’re held in a tax-free account like an individual retirement account or 401(k). And those results don’t account for changes in the securities’ market price. What investment strategies are you using in the face of rising prices? Join the conversation below.

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Treasury Securities Valuation Math 130

Future CFO

SEPTEMBER 9, 2020

Finance is filled with numerous repetitive tasks (such as copying and pasting variables across spreadsheets), generating countless reports, and offering the CFO a snapshot of a company’s liquidity position. It makes the CFO a strategic business partner for the organisation. The math is obvious.

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CFO Finance Math Budgeting 52

PYMNTS

FEBRUARY 1, 2021

Mastercard CFO Sachin Mehra said that, post-quarter-close, “in terms of spend levels in the U.S. 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.

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Math Entertainment Economics Budgeting 82

CFO Talks

SEPTEMBER 6, 2022

The CFO needs to be alive to changes’. Welcome to this SAIBA CFO podcast, SAIBA is the South African Institute of Business Accountants, it has more than 12 000 members and specialises in a wide range of disciplines such as accountancy and tax, training and development, career enhancement, legislation, designations and financial reporting.

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Auditing CFO Education Math 52

CFO Plans

MAY 26, 2021

By Umesha Lakshani, Client Group Controller at CFO Plans Inc. Recently, I had the pleasure of cleaning up a newly signed start-up at CFO Plans. Well, a little bit of 5th grade math. A startup is a chaotic place. It has to be! The team is learning, trying, sweating, pushing, wearing multiple hats and trying to stay afloat.

Math 40

Math CFO Startups Planning 40

CFO Talks

JULY 6, 2022

‘ I love breaking the mould of what it is to be a traditional accountant’. Today’s podcast is sponsored by Draftworx, which provides automated drafting and working paper financial software to more than 8000 accounting and auditing firms and corporations. CFO Talks is a brand of the South African Institute of Business Accountants.

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Auditing CFO Accounting Finance 52

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!

Planning 130

Planning Healthcare Finance Accounting 130

CFO News Room

DECEMBER 15, 2022

Just the math of an advisory firm only goes so far at the end of the day.” I could do the rough math on his firm. just to make the math easy. And so, I said to him, “Well, just look if you, not to be crass, but if your advisors are that above average, were you paying them above average? If you charge 1.1

Math 130

Math Planning Benchmarking Technology 130

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. Investing in Cryptocurrency. 100s to $10,000s per month. Capital to invest.

Investments 130

Investments Marketing Communication Advertising 130

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

CFO News Room

NOVEMBER 18, 2022

LP: You refer to this as wealth accumulation without accountability. That’s just the math. NP: This goes back to the question of accountability. Economist, journalist, and former Wall Street exec Nomi Prins is here to explain the inexplicable. In what sense? If you’re not in it, you’re not going to benefit from the upside.

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Banking Economics Leverage Marketing 100

CFO News Room

NOVEMBER 29, 2022

” Anh: So, interestingly enough, I actually do also work with LPL’s CFO team, so, they offer a business solution to their advisors where you can bring on a CFO. But where the struggle in that CFO is and working with outside consultants is they identify what the issue is or they identify where the problem is.

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Leverage Planning Concentration Tax Planning 130

Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. FutureCFO: What’s your advice to female finance & accounting professionals who aspire to become finance leaders? Kris Giswold (KG): My journey in finance began with my love of puzzles and numbers.

Finance 52

Finance Leadership Auditing Math 52

PYMNTS

JUNE 14, 2019

by 22 percent based on CEO Jeff Bezos’ recent disclosure that independent retailers accounted for more than 58 percent of Amazon’s gross margin on retail sales. eMarketer says based on that figure it projects that Amazon accounts now for 37.7 eMarketer says based on that figure it projects that Amazon accounts now for 37.7

eCommerce 40

eCommerce Retail Leverage Marketing 40

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.

Planning 130

Planning Investments Accounting Numbers 130

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

CFO News Room

NOVEMBER 23, 2022

I talked to Lenore Blum , she was one of the first professors of math at Berkeley, and she was talking about how difficult it was and how eventually her contract was not renewed, how she was almost kicked out of her next university, before she went on to a great career and success.

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Leadership Technology Math Numbers 130

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. They all supported my business model.

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

CFO News Room

DECEMBER 13, 2022

Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households. I mean, I got a plethora of awards, and by all accounts, I was on a meteoric rise to the top. Executive Summary.

Planning 130

Planning Profit and Loss Numbers Leadership 130

CFO News Room

NOVEMBER 3, 2022

It feels good and there’s no accountability. It’s probably a little bit towards the low end for advisors, but it makes the math easy with the 30-month day. It feels like activity. Go look, you’re probably going to find a number like that. So, let’s pretend for a moment it’s 300 a month.

Numbers 130

Numbers Planning Communication Marketing 130

CFO News Room

DECEMBER 20, 2022

And so, over time, I just learned these different types of accounts and plans. And taking on a CFO, or a CEO, or some of the executives that I started to work with, I said, “Wow, they want to work with me, and trust me, and value my advice.” Emily: Yeah. ” And so I kind of needed that seal of approval.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 15, 2022

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. And so, what we did, and I guess the advantage of being with a broker-dealer is those are now Commonwealth house accounts. Stacey: Absolutely.

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Planning Accounting Math Compliance 130

CFO News Room

FEBRUARY 2, 2022

So, I don’t have to have this great call and then at the end of it, tell someone, “Yeah, that all sounds great and if you want that, you move all your accounts over and that’s the only way we’ll work with you. Now, for a big firm, like you said, that math can work out really quickly.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

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Restructuring Planning Marketing Accounting 130

CFO News Room

DECEMBER 6, 2022

And if you went through the math, it gave us hundreds of hours that a typical firm would spend. I think that’s the only thing, is that we don’t…if somebody is a die-hard YNABer and loves being able to sort of spend each dollar of their account into…that’s not really the approach that we take at Monarch.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

DECEMBER 17, 2022

When a Savvly investor reaches their payout date, their account not only gets access to an amount equal to the index fund’s value of their account, but also their share of the longevity pool created from the forfeitures of the other investors who leave Savvly before their own payout.

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

NOVEMBER 22, 2022

RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? And then decided to do some other things, and that included doing some work with small- to medium-sized businesses, providing some outsourced CFO type of service, to really understand how some of these small businesses worked. RITHOLTZ: Right.

Investments 59

Investments Finance Education Numbers 59

Barry Ritholtz

FEBRUARY 13, 2023

Russia and Ukraine account for 12 percent of the calories in the world. Because the more that you create the news, if you think about it, if you’re a big CEO, CFO and think about CapEx spend, long-term hiring plans, do I need to have the Fed as one of the risk factors in? How are we doing in literacy versus math versus science?

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Mergers and Acquisitions (M&A) Marketing Investments Education 59

CFO Talks

MAY 13, 2025

But as any seasoned CFO knows, the real work starts once the lawyers leave the room. As CFO, your first job is to call out fuzzy logic and inflated expectations. Will the deal structure trigger tax or accounting landmines? You stay grounded in the math. Synergies, growth, market share – all the usual buzzwords fly.

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

Barry Ritholtz

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. Unfortunately, nobody has the luxury of picking stocks for a 10 year period anymore, except for in, you know, our personal accounts.

Finance 59

Finance Marketing Numbers Investments 59

Barry Ritholtz

APRIL 8, 2025

So now we’re everywhere and we’re serving every type of wealth client internationally, domestic self-directed through a brokerage account all the way through complete discretionary. Can we give every single one of your employees a account or advice, you know, to their first, you know, purchase in a 5 29 account?

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Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59