The Charity CFO

JANUARY 17, 2022

If you’re like most nonprofit leaders, you’re not researching nonprofit accounting basics to satisfy your curiosity. with this overview of nonprofit accounting basics. . What is nonprofit accounting? Investopedia defines accounting as “the process of recording financial transactions pertaining to a business.” .

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

CFO News Room

DECEMBER 16, 2022

The Bezzle: “Alleged Lying, Bullying, Compliance-Ignoring And Possible Fraud No Reason For Hedge Fund Not To Invest $50 Million With Outgoing Portfolio Manager” [ DealBreaker ]. It begins with an account of McKinsey-driven cost-cutting at US Steel, which led to the deaths of two steelworkers. The deck: “Allegedly.

Math 130

Math Education Management Consulting Healthcare 130

Barry Ritholtz

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. So I was at Harvard.

Valuation 52

Valuation Investments Finance Math 52

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.

Restructuring 130

Restructuring Planning Accounting Marketing 130

PYMNTS

DECEMBER 24, 2018

And while the enthusiasm is good, according to Bresniker, the usage is sloppy and tends to obscure the fact that 1) there are many different types of AI, and the one to which we are specifically referring matters; and 2) AI is all math, and its outputs are only as good as the data sources it draws from and the programmers that set its rules.

Math 60

Math Startups Risk Management Compliance 60

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. Michael: So help me understand a little more, what was compliance concerned about? John: Yeah.

Mergers and Acquisitions (M&A) 130

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

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 part of the reason we don’t sell anything else is because I came from the world where there was tons of compliance, tons of paperwork.

Planning 130

Planning Investments Accounting Math 130

CFO News Room

NOVEMBER 22, 2022

And that was very hard to do because when you’re running a Fortune 100 company, the compliance is to the lowest common denominator. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” And that wasn’t scalable. Has he called you in the last six months?”

Planning 130

Planning Communication Profit and Loss Education 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. And oh, by the way, you better have $750,000 in assets under management.”

Planning 130

Planning Math Numbers Investments 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 Leadership Investments Entertainment 52

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

CFO News Room

NOVEMBER 29, 2022

For the most part, we also have, out of those 195, a lot of those are also some legacy clients that have been around for a very long time, that maybe have brokerage accounts that are no longer advisory, right, so, but I am including that in there. So, it’s still separate and compliance does not allow us to cover estate-planning fees.

Leverage 130

Leverage Planning Concentration Tax Planning 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’m going to launch an RIA just so that I cannot be worried compliance-wise that I’m giving advice that I shouldn’t be.” And so I was, “Okay, I don’t want to do this the wrong way. We are not YNABers.

Planning 130

Planning Budgeting Investments Communication 130

The Charity CFO

FEBRUARY 9, 2022

PRO TIP: This is an excellent option if you want to pay minimal fees and convert donations to cash immediately but don’t mind dealing with administrative, donor, and tax compliance tasks on your own. Want to learn the basics of nonprofit accounting? . Yes, even if you were bad at math in high school.) . Digital Wallet .

Nonprofit 98

Nonprofit CFO Currencies Math 98

CFO News Room

DECEMBER 13, 2022

They call it whatever compliance tells them to call it. I mean, I got a plethora of awards, and by all accounts, I was on a meteoric rise to the top. Their compliance has to approve everything. ” We wanted to be ultimately accountable for every facet of what we did. Terry: Exactly. Or they can’t call it that.

Planning 130

Planning Profit and Loss Leadership Numbers 130

Barry Ritholtz

JANUARY 24, 2023

KLINSKY: Why would I take more than the value of the accounts receivables. RITHOLTZ: So it’s different math then I need 100x winner versus 99? RITHOLTZ: So I know we’re not going to talk about performance and returns because of the normal compliance headaches. KLINSKY: Right, right. KLINSKY: Yeah. KLINSKY: Yeah.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

PYMNTS

OCTOBER 29, 2019

Today, you can see your checking, savings, and investing accounts together, but the missing puzzle piece is debt: credit cards, personal loans, student loans, auto loans, and mortgages,” the company said, noting that this consolidation would help those with student loans keep up with managing different types of debt. .

Startups 40

Startups Math Compliance Investments 40

Barry Ritholtz

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. SALISBURY: And accountant seemed like a reasonable option. And I kind of stumbled my way into accounting. That background of being an accountant was just great bedrock training. RITHOLTZ: Sure. Very different fields.

Investments 116

Investments Banking Advertising Finance 116

Barry Ritholtz

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. 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. And at the time, I was managing Protege Partners as a hedge fund of funds. We were short subprime mortgages with John Paulson.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? BERRUGA: Yeah.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

FEBRUARY 13, 2023

Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Well, first of all, anything I tweet goes through legal and compliance before it gets out there, first part. Russia and Ukraine account for 12 percent of the calories in the world. RIEDER: Thanks. RIEDER: Right.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

MARCH 27, 2023

What accounts for the difference between the two in your experience working on the trading desk? There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. So first, is this just cockiness, excess self-confidence by male traders versus female traders?

Investments 110

Investments Restructuring Profit and Loss Finance 110

Barry Ritholtz

JUNE 27, 2023

BORISH: And, you know, First Republic, which was a different type of institution, and they were basically, think about it in the old days, they were giving away the toaster to try to get accounts and then when rates started to go up. And so it’s one of these things that math works. So think about this, right? RITHOLTZ: Right.

Math 57

Math Risk Management Profit and Loss Marketing 57

Barry Ritholtz

MARCH 21, 2023

ASNESS: Well, I was striving for uncorrelated, but then the compliance officer in my head is saying sometimes it doesn’t come out to zero all the time. And it’s really not a compliance reason, I hope it’s more of an intellectual honesty reason. My mom was a math teacher so — RITHOLTZ: Okay. ASNESS: Yes.

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65

PYMNTS

JANUARY 30, 2017

By all accounts, it’s gotten very serious about its global expansion, particularly in the United States. billion bank accounts worldwide that MoneyGram is able to send money to, which helps Alipay grow and expand its full lifestyle vision of mobile payments. Thus, the MoneyGram buy. Not to mention the 2.4 in China and around the world.

Math 57

Math Entertainment Compliance Currencies 57

Barry Ritholtz

MAY 16, 2023

RITHOLTZ: That’s called single entry accounting. There was not much accounting to do except how many months we have left before we have to call Fred for more money. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. So this is the math that I applied.

Leverage 112

Leverage Investments Valuation Finance 112