The CFO College

APRIL 8, 2021

Another key aspect of becoming a Valuable Expert is enhancing your education. Instructor : While continuing your education may seem obvious, many people overlook the importance of the “Instructor” aspect of “VIP.” You can do this through accumulating CPE credits and attending college or online training.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

NOVEMBER 1, 2022

CURT NICKISCH: On the show we’ve done several, many, I don’t know, definitely a number of conversations about, you know, what’s part of this first step dig, right? We are going to thoroughly analyze this organization from top to bottom, left to right, race, by gender, by division, and we’re going to do a pay audit or an equity pay.

Leadership 100

Leadership Construction Budgeting Planning 100

The Charity CFO

MAY 18, 2022

Your board should be involved in reviewing and approving the annual operating budget. It should also review financial statements at every board meeting and challenge management on numbers that don’t make sense. If your nonprofit requires an audit, the board should engage directly with the audit firm. Compliance.

Nonprofit 105

Nonprofit Auditing Compliance Budgeting 105

PYMNTS

MARCH 5, 2018

Among those who lost big — 20 to 50 percent of their budgets — were Facebook and YouTube , although Pritchard didn’t name them. Consequently, the company pulled its advertising, spawning a digital media audit that revealed something else: Some digital platforms weren’t bringing the right eyeballs to P&G’s products.

Advertising 49

Advertising Retail Sales Auditing 49

Centage

MAY 8, 2023

You then have your financial statements – cash flows, performance, budgets and audits. ” The “it” can be anything from investments to budget shortfalls to cash flow challenges. What action do you think the board should take based on the numbers you provide? What does the number mean?

Nonprofit 98

Nonprofit Budgeting CFO Finance 98

The Charity CFO

APRIL 25, 2024

As stated on their website, “Vermont Adult Learning’s mission is to create an innovative, inclusive, and equitable learning environment that provides personalized opportunities for education and career development for Vermont residents by building relationships, strengthening communities, and fostering lifelong learning.”

Nonprofit 52

Nonprofit Accounting CFO Auditing 52

CFO News Room

DECEMBER 30, 2022

Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise. First, a firm owner can consider how they want to conduct the audit, which can be performed themselves (though this can take time away from other responsibilities!), Bob Veres | Advisor Perspectives).

Planning 130

Planning Auditing Investments Securities 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. I know our education plan is on track for retirement.”

Planning 130

Planning Communication Profit and Loss Education 130

The Charity CFO

FEBRUARY 23, 2022

And we were kind of chatting a little bit before I had the record button that I think many leaders of nonprofits you’re talking small organizations, they have grassroots budgets. When you’re a lot, a lot of organizations have limited budgets. That really kind of woke up a number of sectors to the risks of outsourcing.

Nonprofit 98

Nonprofit Accounting Healthcare Securities 98

Barry Ritholtz

NOVEMBER 14, 2023

She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. You’re in the board meetings, you’re in the compensation meetings, you’re in the internal audit meetings. 00:20:14 [Speaker Changed] Yeah.

Math 52

Math Leadership Investments Entertainment 52

The Charity CFO

APRIL 15, 2022

I used to audit nonprofit organizations. I mean, we see our clients constantly struggling, um, to find clinicians, uh, you know, educators, administrators, all sorts of backgrounds. Number one, I saw a disproportionate shift in the amount of, um, uh, organizations that reached out to us that, Hey, I had a part-time CPA.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

Barry Ritholtz

APRIL 25, 2023

And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. And so, I started to see, you know, what he’s done with his law school education. They just didn’t do that in big numbers back then. But I had some really good, strong women in my life. They don’t.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Compliance Investments Finance 61

Barry Ritholtz

MAY 2, 2023

FOWLER: Yes, I was at LVMH for a number of years, mostly with Louis Vuitton for the first few years. The number one response every single time to this day is for Hodinkee to sell things because they trust us. When it comes to the complexities you are facing, it isn’t just about the numbers. RITHOLTZ: Really very interesting.

Retail 65

Retail Advertising Numbers Economics 65