Future CFO

APRIL 14, 2024

RA: There are three main things that excite me in my work: Being part of a global organisation that actively develops the energy solutions of today and tomorrow. Developing the future generation of leaders. As CFO, I find it very rewarding honing and mentoring the next generation of leaders in our company.

Finance 52

Finance Concentration CFO Transportation 52

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. Our FP&A software list consists of the top 10 platforms in the space, each offering unique sets of features as well as particular advantages and drawbacks to be aware of. Key features.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

CFO News Room

NOVEMBER 29, 2022

My guest on today’s podcast is Anh Tran. Executive Summary. Welcome back to the 309th episode of the Financial Advisor Success Podcast ! 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

MAY 30, 2023

  The transcript from this week’s, MiB: John Hope Bryant, Operation Hope , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He is the founder of Operation HOPE and one of the leading voices for financial literacy.

Economics 56

Economics Education Profit and Loss Math 56

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. She is uniquely situated to see what goes on in the hedge fund industry in terms of not just performance but what makes for a great PM versus an also-ran (ph).

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

APRIL 25, 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. RITHOLTZ: So there you go.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60