Planful

JULY 27, 2016

Are you wondering how best to make the business case to your company for investing in a cloud-based planning or reporting solution? Reducing Reliance on Spreadsheets for Budgeting, Planning, and Reporting. Lack of security sending budgeting spreadsheets via email. Time-consuming and costly audit process.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Value-Added Analysis Budgeting 40

CFO News Room

DECEMBER 3, 2022

We also have a number of articles on investments: How launching an ETF can create efficiencies for advisors and their clients alike. We wrap up with three final articles, all about time management: How to say ‘no’ to taking on extra work without burning any bridges. Why some RIAs are converting their SMA strategies into ETFs.

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

NOVEMBER 1, 2022

Executive Summary. Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Mindy Crary.

Planning 130

Planning Investments Accounting Math 130

The Charity CFO

APRIL 15, 2022

At the same time, hundreds of nonprofits are waking up to realize that the financial structure they’ve always relied on doesn’t work as well any more. In this episode, she and Tosha tell you the top reasons that your accountants don’t stick around. The reason your finance director spends just 25% of their time on finances.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

Barry Ritholtz

MAY 2, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. How do you hire people? How do you go out and find investors? How do you take this to the next level? And that was 15 years ago. When do you do that?

Retail 64

Retail Advertising Numbers Economics 64