CFO News Room

FEBRUARY 2, 2022

Amy is the president and CEO of The Williams Group, a coaching and consulting firm based out of San Clemente, California, that helps financial advisors engage with more than 800 high-net-worth families to develop solid foundations in heir preparedness and ensure their wealth can actually be transferred beyond three generations.

Communication 130

Communication Planning Education Numbers 130

PYMNTS

AUGUST 5, 2016

Sending money between people, and from businesses and governments to people, got a whole lot more exciting this week – as in real time and ubiquitous. Any Mastercard debit cardholder can soon send money to any other person with a bank account in any bank across the U.S. – No more worries about wet fingers and a #fingerprintfail.

Profit and Loss 43

Profit and Loss Currencies Accounting Securities 43

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Read More +. and inflation levels not seen in several decades. Team Kitces.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

MAY 16, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra, extra special guest. Howard has had like really this shockingly blessed career. So let’s talk a little bit about your background. How did that come about?

Leverage 111

Leverage Investments Valuation Finance 111

Barry Ritholtz

JANUARY 23, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio.  The transcript from this week’s, MiB: Shomik Dutta, Overture Ventures , is below. 00:00:09 [Barry Ritholtz] This week on the podcast, I have an extra special guest, Shik Dadda.

Investments 52

Investments Manufacturing Startups Technology 52