Jedox Finance

AUGUST 2, 2022

The question of all questions when it comes to the digital transformation of your finance department. The intersection of planning & technology. The intersection of planning & technology. In volatile business environments, annual plans are very quickly overtaken by reality. Migrate or refresh?

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MARCH 22, 2019

With the A&P and the rise of the grocery store, customer expectations and preferences changed throughout the 20th century so that a consumer’s expectation no longer involved visiting five or six merchants for all their household goods. A leisurely pace was not going to be sufficient to get all those chores done.

Advertising 43

Advertising eCommerce Startups Retail 43

CFO News Room

NOVEMBER 22, 2022

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

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year. Executive Summary.

Planning 130

Planning Investments Accounting Math 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? Curious about how you can be sure a new revenue stream is a great fit for your organization? You need to hear what Bill Woolsey has to say about earned income. Why your earned income sources MUST align your mission (9:34).

Nonprofit 52

Nonprofit Prioritization Communication Accounting 52

Barry Ritholtz

SEPTEMBER 5, 2023

” To talk about what’s going on in real estate, before we get to that, for the people who might not have listened to the previous five conversations we’ve had, why don’t we just delve a little bit into your background, starting with you said you stumbled into appraising and real estate. .”

Sales 52

Sales Marketing Numbers Construction 52

CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130