Future CFO

FEBRUARY 27, 2024

Change, as with what the old adage says, is a constant thing in our world. Without the evolution, operations and procedures within organisations will become obsolete and will even hamper both critical and mundane undertakings.

Accounting 96

Accounting Finance Construction Auditing 96

Jedox Finance

JUNE 5, 2023

Paul Meresanu, Director Product Management, Jedox The core of performance management is comparison. For professionals in other departments within an organization who lack proficiency in Excel, evaluating performance, understanding trends, and gaining insights is often an insurmountable task.

CFO 52

CFO Benchmarking Forecasting Communication 52

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

DECEMBER 19, 2023

 You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. This is our chance. This is not an official transcript. What was your Citadel experience like?

Healthcare 60

Healthcare Investments Construction Concentration 60

Barry Ritholtz

JULY 18, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio. WAGNER: No.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

Barry Ritholtz

JULY 4, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. There are few people in the industry as insightful and influential as she is. And that might give me some insight functionally into what I wanted to do next.

Investments 56

Investments Numbers Risk Management Concentration 56