Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Another significant milestone was my stint as the chief audit and control officer based in Zurich, Switzerland. Kris Giswold (KG): My journey in finance began with my love of puzzles and numbers.

Finance 52

Finance Leadership Auditing Math 52

Barry Ritholtz

MAY 9, 2024

No audited returns, mathematically improbable claims, and zero accountability But none of these “influencers” sell securities to clients, so they do not fall under the regulatory oversight of the Securities and Exchange Commission (SEC).2 A good start would be eliminating all of the terrible FinTok advice on taxes, day trading and investing.

Math 134

Math Investments Auditing Securities 134

PYMNTS

OCTOBER 18, 2016

In early May, news broke that Lending Club had played fast and loose with its documents and disclosures, including the fact that then-CEO Renaud Laplanche had failed to disclose a personal stake in a firm Lending Club had an investment relationship with. The revelations were shocking.

Math 70

Math Auditing Investments Marketing 70

PYMNTS

MARCH 17, 2017

I’ve been around this industry now deploying capital for, let’s say, 18 years, and I’ve never seen a product or invested in a product that has higher customer approval rates than the traditional deferred deposit advance loans. Algorithms are opinions embedded in code, and they need to audited. It’s a big problem.

Math 41

Math Securities Auditing Communication 41

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52

Math Leadership Investments Entertainment 52

Barry Ritholtz

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. You begin in audit practice at KPMG. What can I say about Julian Salisbury?

Investments 117

Investments Banking Advertising Finance 117

The Charity CFO

JANUARY 17, 2022

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). Accrual accounting is required by Generally Accepted Accounting Principles (GAAP), which means that you’ll need accrual-based reports to complete a nonprofit audit. Other Taxes.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98