Future CFO

SEPTEMBER 16, 2020

FutureCFO spoke to Clive Webb , head of Business Management with ACCA ’s Professional Insights team, to discuss how the role of finance and accounting professionals have evolved since the beginning of the year and prospects for career professionals in the months ahead. Besides operational issues, there are also technical issues.

Finance 52

Finance Compliance Accounting Valuation 52

Bramasol

JUNE 10, 2022

One important side effect of the ongoing trend toward globalization is the need to comply with a range of different accounting principles as well as with disparate reporting and compliance mandates. Parallel Ledgers - in which multiple ledgers are used, with an accounting principle applied to each ledger.

Accounting Principles 85

Accounting Principles IFRS SAP Accounting 85

PYMNTS

OCTOBER 4, 2019

India’s FinBox landed an undisclosed amount of pre-Series A funding, reports in Inc42 said this week, with investors at Arali Ventures leading the investment in the credit risk management technology startup. Funds and accounts advised by T. FinBox plans to use the investment on product research and development.

B2B 51

B2B eCommerce Startups Foreign Exchange 51

PYMNTS

JULY 8, 2016

They manage their downside by having access to SMB performance, given their relationship with them on a number of levels, and debit repayments directly from their bank accounts and at terms that range from 30 to 90 days. Zenefits’ Valuation Cut. It is also, perhaps, setting the bar lower for valuation to climb again.

Valuation 40

Valuation Math Manufacturing Risk Management 40

PYMNTS

OCTOBER 1, 2018

Earlier this year, LendingClub saw its stock price hit record lows when news broke that the firm was being sued by the FTC for reportedly charging consumers with hidden fees and, in some cases, double-withdrawing payments from consumer accounts. Those effects, however, were short-lived. The Problems and the Reformation. The Aftershocks.

Valuation 54

Valuation Startups Banking CFO 54

PYMNTS

APRIL 20, 2016

Dodd-Frank, for example, deals with financial institutions and the people who use them; Basel III deals with risk management; the money market reform centers on finding conservative holdings and credit ratings. Treasury proposed Simplified Tax Accounting Method for VNAV funds.

Treasury 40

Treasury Risk Management Compliance Investments 40

Barry Ritholtz

OCTOBER 17, 2023

And the third, the one that nobody talks about is risk management. Risk management. And so that’s not just, we talk about risk management in terms of buying at a big discount to intrinsic value and then that gives you that capital sort of buffer. That’s a long time. It’s a long time.

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

DECEMBER 19, 2023

It’s always interesting to speak to a fund manager in the midst of one of the craziest macro periods of the markets that we’ve seen and God knows how long, who doesn’t factor in macro events or the overall market because they’re market neutral and hedged. I had never taken an accounting or a finance class.

Healthcare 60

Healthcare Investments Construction Concentration 60

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 114

Investments Banking Advertising Finance 114

Barry Ritholtz

AUGUST 29, 2023

And the ETF, the ETF wrapper, allowed people to get that exposure inexpensively, holding it in a brokerage account. DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. And the reality is for a lot of investors, it truly is free money, right?

Investments 52

Investments Benchmarking Valuation Construction 52

CFO News Room

NOVEMBER 8, 2022

Cean: No, we usually want to make sure that we’re hitting on risk management, so we look at insurances. But we want it on the calendar so that we keep clients and ourselves accountable so that we make sure that those meetings actually do happen. ” And our staff confirms appointments two weeks out.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

MARCH 5, 2024

I graduated economics with, with a lot of coursework in accounting and finance. So they’re always making this judgment, will I produce enough cash to, to manage those liabilities? What happened over the last year and a half or so is rates went up and valuations went down. So I switched to be an economics major.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 56

Barry Ritholtz

DECEMBER 6, 2022

BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. You also have an S&P 500 Covered Call. Why covered calls? What does that create within the ETF?

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

AUGUST 15, 2023

RITHOLTZ: I love this quote from a piece you wrote about risk. In 1998, you asked famed value investor Michael Price what he learned from investing in Sunbeam Corporation, which was run by Chainsaw Al Dunlap and was just rife with accounting fraud. What’s the valuation? The whole thing ultimately collapses.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. With no further ado, my interview of GCM’s Ken Tropin. TROPIN: Yeah.

Profit and Loss 117

Profit and Loss Foreign Exchange Valuation Investments 117

Barry Ritholtz

MARCH 12, 2024

And we’ve automated the, the appraisal process for valuation, both intrinsic value, meaning like, where would we pay it, where would we buy it, and where is the fair market price that asset from that level, from price and from consumer behavior now. We’ve gathered up all the information you would need to do an appraisal.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

NOVEMBER 7, 2023

This, this is true with every pump and up scheme, every pyramid scheme, and it, it comes out in some of the court documents later that in, in some of the corporate Slack accounts, one, one of the people say they should be the director of Ponzi economics. I could only account for a portion of it. Tell us what is Ponzi nos?

Numbers 60

Numbers Profit and Loss Banking Finance 60