Finvisage

AUGUST 29, 2022

Just when we thought that recovery from the supply-chain disruptions of the pandemic were on the horizon, shocks emanating from the Russia-Ukraine war and covid-lockdowns in China continued to sustain supply shortages. So how can companies get out of this sticky situation? Comparison of GDP growth before and after pandemic.

Treasury 52

Treasury Risk Management Banking Economics 52

Future CFO

SEPTEMBER 7, 2021

These two executives shed light on the challenges facing finance executives in SEA and how they could address those issues. How are these challenges different from those facing professionals globally? FutureCFO: How should SEA’s finance professionals address those challenges? Pulkit Abrol, Director, ASEAN ANZ, ACCA.

Finance 52

Finance Leverage Investments Compliance 52

PYMNTS

NOVEMBER 26, 2019

While nearly half of AP departments surveyed said reporting and data analytics are top priority, many teams struggle to accurately assess the return on investment (ROI) of AP technology. ’ “AP and AR automation are critical pieces of the overall equation to solve our clients’ enterprise-wide cash flow management needs,” he added.

Accounting 64

Accounting Accounts Payable B2B Reconciliations 64

Barry Ritholtz

JULY 11, 2023

Jenny Johnson is CEO of investment giant Franklin Templeton. Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. They run about a $1.5

Mergers and Acquisitions (M&A) 85

Mergers and Acquisitions (M&A) Investments Finance Technology 85

The CFO College

APRIL 8, 2021

Being your own boss, working your own hours, hand-picking your clients and your rates, taking actual vacations and spending more time with your family… this is the dream, right? At CFO Bookkeeper, we use “VIP” to refer to “Valuable Expert, Instructor, Participant.”

CFO 52

CFO Benchmarking Tax Planning Accounting 52

PYMNTS

MAY 29, 2020

We have deep dives on Main Street’s digital shift, ATM innovation and PPP loans. How are CUs utilizing videoconferencing capabilities on interactive teller machines (ITMs) to maintain their branch operations during the pandemic, and how is biometric technology helping them offer more secure, quicker and touchless ATM services?

Banking 52

Banking Healthcare Retail Treasury 52

PYMNTS

JANUARY 20, 2017

So the problem we’re solving for big consumer brands who go direct to consumer is helping them use their data to enhance the brand and the relationship.”. For us, that’s the ultimate arbiter of whether you’re helping a retailer build a sustainable business. We’ve created a platform that solves all three.”.

Retail 49

Retail Advertising Marketing Leverage 49

PYMNTS

MARCH 20, 2017

It’s the end of the world as we know it … or is it not? One company that’s looking to help move the needle for those who enjoy autonomous living is Ukraine-based 3-D house printing company, PassivDom. In the case of a future apocalypse, it may be worth investing in a home with autonomous capabilities.

Construction 40

Construction Manufacturing Concentration Transportation 40

CFO News Room

DECEMBER 15, 2022

In our 101st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the challenges advisors face in setting fees commensurate to their service offerings and the importance of charging sustainable fees to help businesses flourish. tax and estate planning) to differentiate themselves.

Math 130

Math Planning Benchmarking Technology 130

CFO News Room

NOVEMBER 15, 2022

Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households.

Planning 130

Planning Accounting Compliance Math 130

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

Barry Ritholtz

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. He’s been with Goldman for 25 years and helps oversee over $2.5 I thought this was an absolutely fascinating way to see the world of investment management.

Investments 114

Investments Banking Advertising Finance 114

Barry Ritholtz

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. He, he really sees all sides of, of the elephant and is capable of describing it in a way that I thought was both fascinating and, and informative. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

Investments 60

Investments Marketing Numbers Valuation 60

CFO News Room

NOVEMBER 22, 2022

Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. Discuss that background and how does that lead up to a career in ETFs? BERRUGA: You know, great question.

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

MAY 30, 2023

In America, he was vice chair of President Bush’s Council on Financial Literacy and sat on a similar council on financial capability for President Obama. RITHOLTZ: I like that, I like a tale, we tend to learn more from our mistakes than we do from our successes, but we’ll circle back to that in a bit.

Economics 56

Economics Education Profit and Loss Banking 56

PYMNTS

OCTOBER 13, 2020

There’s a maxim in the investment world that goes something like this: You never know who’s swimming naked until the tide goes out. In a panel discussion with Karen Webster, six payments, banking and FinTech executives weighed in on the very nature of change that is transforming treasury banking and corporate clients in real time.

Treasury 76

Treasury Banking B2B Reconciliations 76

Future CFO

SEPTEMBER 21, 2020

In the previous article, The evolution of accounting – before and during COVID-19 , Dr Josh Heniro , senior director, Southeast Asia and Australasia, Institute of Management Accountant , shared his views on how accounting has been changing prior to COVID-19. It frees up time in the day to work with clients in a more effectively.

Accounting 52

Accounting Technology Mergers and Acquisitions (M&A) Leadership 52

The Charity CFO

APRIL 6, 2022

Why is it so hard for nonprofits to find the help they need? From choosing a fundraising software to getting financial advice to finding a grant writer, nonprofits struggle to find good help. So how did a former VP at Goldman Sachs end up serving nonprofits? And what can the for-profit world learn from the nonprofit world?

Nonprofit 52

Nonprofit Education Budgeting Accounting 52

PYMNTS

DECEMBER 7, 2016

Payoneer CEO Scott Galit used that word to respond to Karen Webster’s question about how marketplace suppliers were paid before digital payments and players like Payoneer who enable those payments existed. How did these marketplaces do that before you came along? KW: Take us back to the beginning and how this all started.

Reconciliations 76

Reconciliations Banking eCommerce Marketing 76

Barry Ritholtz

SEPTEMBER 26, 2023

He is also the incoming CO c e o A job he will take the reins at in the first quarter of 2024, helping to run oak trees. I wanna say it’s about $179 billion in client assets. Ritholtz ] 00:03:30 Yeah, Sandberg is a fascinating guy. And I, I didn’t have to show any materials about my, my income or my credit cap capacity.

Investments 52

Investments Economics Banking Construction 52

Barry Ritholtz

JULY 4, 2023

But before we get there, let’s delve a little bit into your background, which I find kind of intriguing. So I loved how she was a trailblazer. And Goldman, very transaction driven in helping people to get from one side to the next, not just giving them advice. WEINSTEIN: How does that happen?

Investments 56

Investments Numbers Risk Management Concentration 56

CFO News Room

JANUARY 16, 2023

I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services and fund managers , while doing close to nothing for the businesses and investors it claims to help, and even less for society. The ESG Response To Russia. A Bloomberg Quint study of ESG funds uncovered that they had $8.3

Investments 130

Investments Economics Concentration Construction 130

PYMNTS

FEBRUARY 1, 2021

It was expensive — an investment that only big companies could afford to make, and mostly did so to make it easier for far-flung internal teams and corporate boards to meet without always getting on a plane. Even in the throes of the Great Recession in 2009, executives still traveled, even if their budgets were somewhat clipped.

B2B 138

B2B Technology Communication Entertainment 138

CFO News Room

MARCH 28, 2022

I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services and fund managers , while doing close to nothing for the businesses and investors it claims to help, and even less for society. The ESG Response To Russia. A Bloomberg Quint study of ESG funds uncovered that they had $8.3

Investments 130

Investments Economics Concentration Construction 130

Musings on Markets

MARCH 28, 2022

I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services and fund managers , while doing close to nothing for the businesses and investors it claims to help, and even less for society. A Bloomberg Quint study of ESG funds uncovered that they had $8.3

Investments 113

Investments Economics Concentration Construction 113

Bramasol

DECEMBER 14, 2023

As we come to the end of another year, this is a good opportunity to look ahead at the key trends to watch during 2024. With global inflation now showing signs of significant abatement, we are switching back to Global Sustainability as the fourth key trend for 2024. According to McKinsey & Company. trillion to $4.4

Technology 90

Technology SAP IFRS Compliance 90

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. What does that mean?

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. Key features — The top features each platform is known for or has invested in. Customer success — The service levels available and how convenient the implementation process is.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 5, 2022

Also in industry news this week: How an SEC review of a FINRA proposal to facilitate remote work could signal its thinking on the supervision of remote work for financial advisors more broadly. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

NOVEMBER 19, 2022

From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions. How advisors can help their clients turn their HSAs into wealth-building machines.

Planning 130

Planning Leadership Healthcare Accounting 130