CFO News Room

NOVEMBER 28, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Cash Flow Management. When consumers think about cash flow management, the word ‘budget’ might come to mind. He can be reached at [email protected].

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

NOVEMBER 5, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Ultimately, the decision for advisors of whether to recommend I Bonds or TIPS to counteract the effects of inflation is dependent on a client’s broader asset allocation and cash management strategy.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

NOVEMBER 19, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. cash management programs ). He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Read more of Adam’s articles here.

Planning 130

Planning Leadership Healthcare Accounting 130