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Weekend Reading For Financial Planners (Jan 28-29)

CFO News Room

By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.

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Weekend Reading For Financial Planners (Jan 28-29)

Nerd's Eye View

By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.

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Transcript: Joanne Bradford

Barry Ritholtz

And she has really managed to accomplish tremendous things, not just at Microsoft, where she ran MSNs advertising and marketing, not just at Yahoo or Pinterest, but even a small startup like Honey, which she was president and sold pretty quickly to PayPal for $4 billion. San Diego State studying journalism and advertising.

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10 Best FP&A Software Tools: A Comprehensive Buyer’s Guide [2023]

Onplan

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. OnPlan is an all-in-one FP&A solution that streamlines financial forecasting, budgeting, and workflow management by connecting existing spreadsheets to a robust analytics hub.