CFO News Room

NOVEMBER 13, 2022

Make sure you have the right math and language to explain results driven by direct and indirect marketing spend. Leaders under economic pressure will likely prioritize short-term measures of growth, so there will be a bias toward marketing tactics with a clearer return on investment, such as search, social, and e-commerce.

Budgeting 130

Budgeting Marketing Math Advertising 130

VCFO

AUGUST 11, 2022

Renewable energy by nature demands different talent pools with more advanced technical and math skills to help guide the initiatives. This includes initiatives like diversity, equity, and inclusion – especially given that women account for less than 25% of oil and gas industry employees (as of 2020). A Need to Think Differently.

Math 96

Math Budgeting Prioritization Risk Management 96

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

Barry Ritholtz

JUNE 6, 2023

That’s one part financial freedom, one part prioritization of your life, and one part less stress and worries about financial matters. He’s not like that at all, which probably accounts for a lot of his success. It’s really a very thoughtful and intelligent approach to thinking about spending. RITHOLTZ: Right.

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. We need to prioritize our time. John: Yeah.

Mergers and Acquisitions (M&A) 130

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

Restructuring 130

Restructuring Planning Marketing Accounting 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 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 Math 130