Future CFO

MARCH 13, 2023

Hoffmann-La Roche, describes digital transformation as the integration of technology into all areas of Finance, fundamentally changing how you operate and deliver value to your business partners. "It Cedric Assaouloff , digital and innovation lead at R&D finance pharmaceutical company F. This becomes a mindset question.

Finance 98

Finance Financial Planning and Analysis (FP&A) Leadership Pharmaceutical 98

CFO News Room

NOVEMBER 29, 2022

Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.

Leverage 130

Leverage Planning Concentration Tax Planning 130

The Charity CFO

JANUARY 12, 2022

Are you a nonprofit leader struggling with how prioritize revenue to avoid the trap of money becoming the mission? The role every nonprofit founder has to own in order to grow their mission, and why that can be hard for many nonprofit leaders. (18:52). How do you grow your mission without chasing the money? Thanks for watching.

Nonprofit 52

Nonprofit Prioritization Communication Accounting 52