CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO Leadership

APRIL 10, 2023

For companies asking employees to travel, a duty of care applies to practices, policies, business decisions, and even the healthcare that employers extend to employees in their working environment and outside the office. Achieving that goal means investing time and money, mostly around planning and implementing best practices.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

Barry Ritholtz

SEPTEMBER 19, 2023

And I forwarded it to him and I, I was very happy at Maryland, wasn’t planning on leaving. There are certain types of employer sponsored plans where some portion of the employees are potentially all are part of non-contributory plans. So you may see portfolios change as a result of, of benchmarking.

Investments 57

Investments Math Risk Management Benchmarking 57

Barry Ritholtz

FEBRUARY 21, 2023

A second guess would have been a healthcare company. And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. And so we always have to make sure we have the team, the plan and the capabilities to do just that. I mean, really, no one knows who Vanguard is. BUCKLEY: Yeah.

Leadership 108

Leadership Investments Profit and Loss Technology 108

Fpanda Club

MARCH 1, 2021

The finance function now plays a crucial role in many organizations supporting and driving effective business decisions, and this is exactly the responsibility of FP&A standing at the crossroads of finance, strategy and technology to leverage data and generate insights. Best practice in the budget and planning process, PWC 2017 7.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Benchmarking Value-Added Analysis Budgeting 130

Barry Ritholtz

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. A great example, you know, some of these things you can plan for and some you can’t. You begin in audit practice at KPMG.

Investments 116

Investments Banking Advertising Finance 116

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. BITTERLY MICHELL: Meaning custodians, of course, like in terms of — of counterparty, but also thinking of like your wealth planning and the structure of your assets, the trusts that are available to you, how you want to think about trust and estate planning.

Investments 116

Investments Marketing Profit and Loss Banking 116