Remove blog evolve-the-culture-of-planning
article thumbnail

Microsoft’s Videogame Boss and the Long Battle to Reinvent the Company

CFO News Room

His plan has shifted videogames at Microsoft from its two-decade emphasis on its Xbox videogame hardware to a vision of assembling a roster of studios whose games can be played across a range of devices. The $75 billion deal that. Phil Spencer. engineered for. Activision Blizzard Inc. ATVI 0.89%. A Microsoft Corp. Satya Nadella. and Japan’s.

article thumbnail

How To Hire And Train An Associate Advisor For Your RIA

CFO News Room

But for many experienced advisors (and particularly those whose careers evolved through the older eat-what-you-kill model), integrating an associate advisor into an existing practice can come with its own challenges. Executive Summary.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Essentials to successful finance transformation

Future CFO

Gartner surveys looking to 2022 show that CFOs, controllers and heads of financial planning and analysis (FP&A) are all focused on digital initiatives that will lay critical groundwork for an autonomous future. Stakeholders can utilise the data to assess business performance and plan," she added. This becomes a mindset question.

Finance 98
article thumbnail

A Fresh Look at Ongoing ESG and Carbon Accounting Developments

Bramasol

Previous posts in this blog series o n Environmental, Social and Governance (ESG) and carbon accounting have spotlighted carbon accounting as a trend to watch , looked at ESG impacts on M&A , and tracked the emergence of new ESG standards. IFRS S2 sets out specific climate-related disclosures and is designed to be used with IFRS S1. 

IFRS 87
article thumbnail

197: Anders Liu-Lindberg

CFO Talks

Welcome to this CFO Club Africa podcast, each week we speak to leading finance professionals from Africa and across the globe about their journeys and their insights on the ever-evolving landscape that CFOs and those in finance operate in. Go to www.cfoclub.co.za and join our community of accounting and finance executives.

article thumbnail

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

Executive Summary. Welcome back to the 308th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Matthew Blocki. Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households.

Planning 130
article thumbnail

Resetting Work/Life Balance By Getting Paid For Expertise

CFO News Room

Executive Summary. Welcome back to the 312th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Emily Rassam. Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families.

Education 130