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Case Study: Financial Clarity with Modern Nonprofit Accounting Software

The Charity CFO

We know what a nonprofit goes through each day, and we utilize technology to simplify our clients’ accounting processes. This case study is the story of how The Charity CFO has helped organizations to navigate accounting and create simplicity instead of chaos. This is built upon our mission and values.”

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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130
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Reflecting On The Journey Of Building A Career And Business

CFO News Room

And even though most advisors would agree that the road to success involves many years of hard work and sacrifice, each advisor’s path to ultimate success can consist of massively different experiences. Certain strategies for paving career paths and balancing work-life priorities will work for some but not others.

Planning 130
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Why Some Start-Ups Fail to Scale

CFO News Room

Considering how many startups fail, watching customers put money down can make you feel like you’ve slayed a dragon. CURT NICKISCH: So what is the scale-up phase and how do startups know when they’re in it? JEFFREY RAYPORT: So that is a great question, and it’s really where we began. I’m Curt Nickisch. But watch out.

Startups 100
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Resilience in People Operations: 5 Ways to Extinguish Today’s Fires for Tomorrow’s Success

Planful

It’s always fun to talk about people operations from a strategic standpoint and to share my insights with the broader HR community. But, even as our discussion segued from workforce modeling to people operations data to Planful, one theme was consistent: People Operations must rise above the firefighting.

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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

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
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Transcript: Jenny Johnson, Franklin Templeton

Barry Ritholtz

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , 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. RITHOLTZ: Right.