The Finance Weekly

APRIL 21, 2024

This could lead to a decline in investor confidence, potentially resulting in a stock price drop or challenges in raising capital. What CFOs are Capable of Doing? Communicate with clients, investors, senior management, and stakeholders. Address accounting and finance issues.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

Future CFO

DECEMBER 5, 2022

The modern-day CFO is no longer just the custodian of a company’s financial operations providing leadership and focus to accounting and finance departments. In addition to ensuring the finance team operates efficiently, the CFO is also expected to ensure the company complies with applicable regulations and adheres to company policies.

CFO 98

CFO Profit and Loss Cash Flow Forecasting Leadership 98

Barry Ritholtz

FEBRUARY 21, 2023

If you recall pre-pandemic, we had started doing these live events. The first one was with Ray Dalio, and then we did one with Howard Marks, and then everything closed down and we kind of put it on hiatus. So let’s talk a little bit about what we have going on right now. How’s it going?

Leadership 108

Leadership Investments Profit and Loss Technology 108

CFO News Room

DECEMBER 6, 2022

Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. So I’ve worked my way through just about the whole C-suite at Vanguard, and I’m glad we finally got to you. How did you end up at Vanguard? That’s how clueless I was.

Investments 111

Investments Profit and Loss Education Advertising 111

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.

Planning 130

Planning Investments Accounting Math 130