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Q&A with finance leader: Lead with context, coach with content

Future CFO

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. It provided an in-depth understanding of emerging markets including consumer needs across culture, languages, and economic landscape.

Finance 52
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Second Day, Second Wind On Innovation Debates

PYMNTS

Evans, chief economist and founder at Global Economics Group, and a quartet of CEOs sat down to discuss how commerce has been wending its way speedily across borders. People like to believe algorithms are neutral — and purely rational mathematical deductions — when, in fact, they are man-made models codified by math.

Math 41
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Nonprofit Accounting Basics for Founders, Board Members & Executives

The Charity CFO

You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). Revenue is inflows that increase economic wealth. Expenses are outflows of cash that decrease economic wealth. Donations of goods (food, clothing, supplies).

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Dropping A B/D License Without Dropping Current B/D Platform

CFO News Room

I think the biggest thing that started it was when we would have our branch audits, we never had any feedback about something on the RIA side. I mean, did you have a lot of business or existing clients on the BD side or paying BD trails, where there were a bunch of economic ramifications of doing this decision? Or, where’s this?

Planning 130
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” And the economics, they ultimately worked out long term.

Planning 130
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Transcript: Sean Dobson, Amherst Holdings

Barry Ritholtz

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

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Transcript: Benjamin Clymer & Jeffery Fowler, Hodinkee

Barry Ritholtz

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? ANNOUNCER: Geopolitical risk, changing regulation, economic uncertainty, EY can help you identify the risks that matter. ANNOUNCER: Geopolitical risk, changing regulation, economic uncertainty.

Retail 64