PYMNTS

JUNE 1, 2016

And as Gila Allswang explains in her blog , that gold status helped make customers feel special. This user interface was sublimely intuitive, as you can see for yourself in these screenshots: Source: Gila Allswang’s blog. I certainly appreciated getting a free drink coupon for my birthday every year, attached to a best wishes email.

Profit and Loss 54

Profit and Loss Retail Numbers Leverage 54

VCFO

NOVEMBER 1, 2023

Finishing Strong Evaluate Year-to-Date Financial Performance and Push Hard to the Finish How is performance year-to-date? See our previous blog about R&D Tax Credit Qualification for Businesses.) Read more in our blog about Lease Accounting Updates.) audited or reviewed financial statements). Finish the year strong.

Finance 91

Finance Strategic Planning Auditing CFO 91

CFO News Room

DECEMBER 27, 2022

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. Never miss a Financial Advisor Success podcast episode!

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” Adam is an Associate Financial Planning Nerd at Kitces.com. Financial Advisor). Executive Summary. Enjoy the ‘light’ reading! Author: Adam Van Deusen. Team Kitces.

Auditing 130

Auditing Planning Investments Securities 130

CFO News Room

DECEMBER 3, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a research study suggesting that the market volatility experienced in 2022 could increase demand for financial planning services. Adam is an Associate Financial Planning Nerd at Kitces.com. Executive Summary.

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

NOVEMBER 8, 2022

Welcome back to the 306th episode of the Financial Advisor Success Podcast ! Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Never miss a Financial Advisor Success podcast episode! Executive Summary.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Onplan

DECEMBER 16, 2021

This is where a great financial analyst can help you. Start with the end in mind: you want someone who naturally thinks about the business, and the future of the business—not just the financials. Do they address how changes in those metrics that operational leaders promise drive changes to the financial statements?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

Onplan

DECEMBER 16, 2021

This is where a great financial analyst can help you. Start with the end in mind: you want someone who naturally thinks about the business, and the future of the business—not just the financials. Do they address how changes in those metrics that operational leaders promise drive changes to the financial statements?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

CFO News Room

NOVEMBER 22, 2022

Welcome back to the 308th episode of the Financial Advisor Success Podcast ! Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Never miss a Financial Advisor Success podcast episode! Executive Summary.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

JULY 24, 2023

And I looked up to you as “The Big Picture” blog. Because obviously fundamental underpinning to the secular bull market, you know, number one is the fact that households are in better financial conditions than they have been since, you know, the GFC. And I had this goal that I wanted to do my own thing by the time I turned 30.

Construction 52

Construction Marketing Valuation Investments 52

Barry Ritholtz

APRIL 11, 2023

RITHOLTZ: Sharpe ratio, all the work Bill Sharpe has done. You have a blog. And you could probably get that dressing in small pieces if you want because when I do my YouTube videos and blog posts, you’re essentially seeing things that will show up as riffs in my class. That is the core — RITHOLTZ: Right.

Valuation 113

Valuation Education Finance Investments 113

Barry Ritholtz

OCTOBER 31, 2022

But it’s also — the fifth edition was written just after the financial crisis — a couple of years after the financial crisis and a lot of things had gone. No matter what their P/E ratio were. SCHWARTZ: If they compressed — and the high dividend stocks had a P/E ratio higher than the market.

Investments 56

Investments Marketing Numbers Finance 56

CFO News Room

JANUARY 12, 2023

The Bezzle: “DCG’s crypto broker Genesis owes creditors more than $3bn” [ Financial Times ]. And then there’s this gem: Hospitals are already under financial stress because of rising labor costs, physician burnout and the trend toward outpatient treatment. The end of the high school essay” [ Seth’s Blog ]. I can’t even.

Economics 130

Economics Numbers Nonprofit Accounting 130

CFO News Room

NOVEMBER 19, 2022

FBI, Air Force Agents Mysteriously Raid House of Guy Who Runs Area 51 Blog Gizmodo. Chinese city of Guangzhou struggles to rein in record Covid outbreak Financial Times. On the stuff I follow, signal to noise ratio has improved. Elon Musk’s chaotic reign boosts Twitter — and its smaller rivals Financial Times.

Concentration 130

Concentration Treasury Securities Accounting 130

CFO News Room

JANUARY 31, 2023

said he wants to address spending cuts along with raising the debt limit, even though the White House has ruled out linking those two issues together as the government tries to avoid a potentially devastating financial default. By a 6-1 ratio, voters in Rep. I would have thought they bought those assets after the Great Financial Crash.

Economics 130

Economics Education Securities Forecasting 130