CFO News Room

NOVEMBER 13, 2022

But more importantly, marketers know from experience that when the economy turns, their budget is an easy target. During the pandemic, we saw numerous productive marketing advances, many of which were long overdue — from more agile budget allocation to accelerated digital transformation connecting marketing and e-commerce.

Budgeting 130

Budgeting Marketing Math Advertising 130

The Charity CFO

JANUARY 17, 2022

So you can understand what’s happening in your business and communicate effectively with your board members, donors, and financial team. You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). Budget vs. Actual Report.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

CFO News Room

DECEMBER 24, 2022

Excellent voice and communication skills, an eye for relevant content, basic knowledge of video equipment. Skills Needed: Excellent voice and communication skills, an eye for relevant content, basic knowledge of video equipment. Skills Needed: Comfortable in a group setting, communication, willing to share opinions.

Investments 130

Investments Communication Marketing Advertising 130

CFO News Room

DECEMBER 6, 2022

It helped build my communication skills and my knowledge, because when you’re the one in the meeting saying the things, you’ve really got to own that information. And if you went through the math, it gave us hundreds of hours that a typical firm would spend. And that really helped build my confidence.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 22, 2022

” It’s constant communication through the year. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” How Matthew Communicated His Transition And Migrated Clients [29:08]. Michael: So, share with me a little more just how you communicated this.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 1, 2022

” Everyone starts doing the math of what their typical clients pay multiply by 300 clients was like, “This is mind-blowing profitability, effectiveness of the firm. Carl: Well, unless you call Zoom technology, unless you call a content library technology, unless you call the ability to communicate real quickly technology.

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

DECEMBER 27, 2022

So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. So we’ve built in what we want, the communication, and depending on the advisor. ” But I know just the math of that is hard. They all supported my business model.

Mergers and Acquisitions (M&A) 130

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