Generation CFO

JANUARY 28, 2022

He suggests organisations need a safe space where the numbers will not be used as a stick to beat you with. “It However, when he didn’t secure a senior contract at Bradford City, he left that path behind and went on to study maths at University. By the time he was hired into larger organisations he felt he was a bit of an outsider. “In

CFO 200

CFO Math Concentration Finance 200

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

And so, that’s how this actually started was, at first, I knew I wanted to just get a deeper dive into our numbers, into our business, our process, and, so, I engaged in the CFO solutions services. Or how do we work around a concentrated stock position, right? ” That’s what we did.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 6, 2022

And at the time, Ameriprise had rules around you had to be within a certain number of miles from your primary office, and if you weren’t, you couldn’t be associated with that office anymore. And if you went through the math, it gave us hundreds of hours that a typical firm would spend. Natalie: Yeah. Michael: Interesting.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. But he was wonderfully successful in the insurance environment.

Planning 130

Planning Communication Profit and Loss Education 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, that can move the numbers, as well.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: … was — no, no.

Investments 114

Investments Marketing Profit and Loss Banking 114