CFO Simplified

DECEMBER 26, 2021

As you audit your accounting and finance departments, you may find there are some key roles missing from your business that could be negatively impacting your company’s bottom line. Plus, with the additional education and experience, a CFO brings a strategic financial view to the company. Roles and Responsibilities. Staff Accountant

Finance 52

Finance General Ledger CFO Auditing 52

PYMNTS

NOVEMBER 26, 2019

In one tactic blending low and high tech, a fraudster can find a victim’s phone number online, call the victim with a spoofed bank phone number (pretending to be the bank), explain that a one-time password (OTP) is being sent, and trick them into divulging their own login credentials or reading the security OTP code over the phone.

Education 61

Education Construction Auditing Credit Risk 61

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. This involves regular communication, mutual respect for expertise, and an open-door policy for discussing challenges and opportunities. Technology Audit: List current technologies and data analytics tools in use.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

MAY 2, 2016

During a recent conversation with PYMNTS, Ayub shared his perspective on how the role of CRO is becoming more integral throughout the ecosystem and the importance of cross-departmental communication as a tool in risk management towards a more successful commercial enterprise.

Risk Management 41

Risk Management Compliance Auditing Communication 41

Future CFO

OCTOBER 20, 2021

I started to like numbers and did very well in Math. This made me decide to pursue my education in accounting. This responsibility is challenging but enjoyable — it allows me to demonstrate many skills such as financial and business analysis, communication, negotiation, influencing and thought leadership etc.

CFO 52

CFO Leadership Finance Problem Solving 52

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 Talks

FEBRUARY 21, 2022

Today’s podcast is sponsored by Draftworx, which provides automated drafting and working paper financial software to more than 8000 accounting and auditing firms and corporations. Also, give us a sense of Select Africa in terms of size, customer numbers, loan book and so on. I agree 100%.

CFO 40

CFO Accounting Accounting Standards Auditing 40

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

CFO Talks

DECEMBER 26, 2021

Today’s podcast is sponsored by Draftworx, which provides automated drafting and working paper financial software to more than 8000 accounting and auditing firms and corporations. Next to those customer calls, we also had digital training sessions to educate our sales reps on products, services, offerings.

CFO 68

CFO Construction Finance Education 68

The Charity CFO

MAY 18, 2022

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. Instead, it’s your responsibility to educate yourself on the basics of financial management and oversight.

Nonprofit 105

Nonprofit Auditing Compliance Budgeting 105

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. For instance, 46% of Innovators said client communication tools deliver strong Return On Investment (ROI) for their firm, while 36% of Operators and 34% of laggards reported the same.

Planning 130

Planning Auditing Investments Securities 130

CFO Talks

JUNE 2, 2022

Today’s podcast is sponsored by Draftworx, which provides automated drafting and working paper financial software to more than 8000 accounting and auditing firms and corporations. Prior to that, he was a senior manager at Ernst & Young with deep roots into the audit business. Welcome Dean, where are you at the moment?

Auditing 52

Auditing Education Construction Investments 52

Centage

MAY 8, 2023

You communicate with your CEO and know his or her thoughts and strategies. You then have your financial statements – cash flows, performance, budgets and audits. Keep These Questions in Mind as You Prepare Your Presentations Is the number you present (cash balance, expense item, revenue item) “good” or “bad”?

Nonprofit 98

Nonprofit Budgeting CFO Finance 98

CFO Talks

JUNE 2, 2022

Today’s podcast is sponsored by Draftworx, which provides automated drafting and working paper financial software to more than 8000 accounting and auditing firms and corporations. Prior to that, he was a senior manager at Ernst & Young with deep roots into the audit business. Welcome Dean, where are you at the moment?

Auditing 40

Auditing Education Construction Investments 40

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

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. ” It’s constant communication through the year.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years.

Investments 111

Investments Profit and Loss Education Advertising 111

Barry Ritholtz

JULY 18, 2023

WAGNER: Yeah, I started as a certified public accountant and one of the early engagements that I was tasked with was in the space of asset management and I recall doing the audit on Jeffrey Vinik’s very first year as a hedge fund manager. WAGNER: You know there are a number of things that occurred. WAGNER: Exactly. WAGNER: Right.

Investments 52

Investments Profit and Loss Restructuring Accounting 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. You could probably build a better communications strategy.

Mergers and Acquisitions (M&A) 61

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

Barry Ritholtz

MARCH 12, 2024

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. You’re actually crunching a lot of numbers. It’s great to be here. What does that mean?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

CFO News Room

JANUARY 13, 2023

But the committee’s rechristening as the House Committee on Education & the Workforce reflects a tradition of Republican labor hostility that has grown more remarkable as the GOP has come to think of itself as the party of working people with white* non-college-educated folk at the core of its electoral coalition.

Education 130

Education Auditing Economics Finance 130