Nerd's Eye View

DECEMBER 26, 2023

Rob is the CEO and Founder of NorthRock Partners, an RIA based in Minneapolis, Minnesota, that oversees $5 billion in assets under management for 1,500 client households. Welcome everyone! Welcome to the 365th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Rob Nelson.

Leadership 54

Leadership Leverage CFO Planning 54

PYMNTS

JANUARY 7, 2021

There are a lot of moving parts in B2B payments that are keeping corporate finance executives busy as they work to modernize and optimize their operations. In 2020, many of the biggest pain points in B2B payments were revealed, particularly when transactions move across border. Corporate Priorities Ahead.

B2B 97

B2B Accounts Payable Treasury Corporate Finance 97

PYMNTS

AUGUST 9, 2020

Shanmugaratnam, 54, the owner of Citadelle Corporate Services, a corporate management services company at the heart of an investigation, is the first person outside of Wirecard to be linked to the suspected fraud at the disgraced German payments company. billion euros ($2.1 The alleged theft took the form of unsecured loans.

Profit and Loss 106

Profit and Loss Currencies Accounting Banking 106

E78 Partners

APRIL 13, 2023

To capitalize on these strategic choices, PE firms need to invest in a strong CFO office, personnel hires, processes and systems, and consider partnering with a transaction advisor to build a platform for successful roll-up strategies. Before embarking, consider partnering with a transaction advisor to build a shared services platform.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

PYMNTS

OCTOBER 29, 2020

The financial institution (FI) recorded a strong performance in its foundational services, consumer-to-consumer transactions and remittances, with digitization of its services a key driver of growth. All told, Western Union beat analyst expectations in posting 55 cents per share. Ersek noted earnings came in at $228.6

Education 81

Education B2B Investments Planning 81

PYMNTS

NOVEMBER 17, 2020

Open banking lets third-party financial service companies to have access to a consumer’s banking transactions and other financial data from financial institutions (FIs). Joshua Fernandes , an open banking executive at Revolut, said the company’s offering in Germany will be “user-friendly, fast and accessible.”. banking license.

Banking 105

Banking Financial Data Accounting Finance 105

PYMNTS

MARCH 3, 2020

Clients of the bank will now have the ability to make secure, real-time payments with clear tracking of transactions from beginning to end, according to an announcement. In 2019, news surfaced that PNC Bank had started to utilize RippleNet to facilitate cross-border transactions. PNC was reportedly the first U.S.

Banking 100

Banking Treasury Invoicing Leverage 100

PYMNTS

OCTOBER 7, 2020

Listed as co-CEOs are David Pace, chairman of the board at Red Robin Gourmet Burgers Inc. and Andrew Pforzheimer, former CEO of the Barcelona and Bartaco brands. Its board will include Richard Federico, former CEO of P.F. to focus on the quick-service sector. Chang’s China Bistro Inc.,

Entertainment 82

Entertainment Investments Securities Marketing 82

PYMNTS

OCTOBER 23, 2020

Mike Belshe , BitGo's chief executive officer, founded the company in 2013 to offer highly secure digital wallets for crypto, which need multiple signatures for transactions. PayPal President and CEO Dan Schulman called the shift “inevitable.”. BitGo raised $58.5

Currencies 107

Currencies Securities Banking Planning 107

E78 Partners

DECEMBER 1, 2023

Four Areas of Significant Need for Non-Control PE Funds Given the increasing number of these types of funds, it is important for service providers, like E78 Partners , to understand how these non-control entities view engaging outsourced consulting expertise, and when they are most likely to need assistance. The 100 Day Plan.

Leverage 45

Leverage CFO Investments Planning 45

PYMNTS

NOVEMBER 19, 2020

This week’s round-up of the latest innovations in payment rails for B2B payments shows a key focus on real-time transactions and embrace of emerging, faster payment rails. Payments Canada President and CEO Tracey Black said RTR will help both businesses and consumers drive long-term economic growth.

B2B 104

B2B Reconciliations Risk Management Compliance 104

PYMNTS

NOVEMBER 13, 2020

Star Indonesian startup Gojek is moving closer to eventual profitability after staunching a tide of ink amid losses on core services like delivery and ride-hailing, according to a new report. That number hit 900,000 at the end of September, approaching double the 500,000 food vendors on Gojek’s platform at the start of the year.

Startups 88

Startups Profit and Loss Numbers 88

PYMNTS

NOVEMBER 14, 2019

With 80 percent of our online transactions being made on a mobile device, we are looking to provide even more options for our customers using our digital platforms,” said MoneyGram President and CEO Alex Holmes. MoneyGram is an innovative company and their omnichannel strategy helps give these customers more choice.

Financial Systems 101

Financial Systems Banking Numbers Accounting 101

PYMNTS

OCTOBER 15, 2020

Panel members included Russ Waterhouse , EVP at The Clearing House; Mike Kresse , SVP card and money movement at FIS; Jane Larimer , CEO at Nacha; David Scola , chief executive, Americas and UK at SWIFT; and Jeremy Allaire , CEO at Circle. Moving Beyond ACH . Interoperability In Focus . You give us a message.

B2B 125

B2B Currencies Banking Economics 125

PYMNTS

JUNE 14, 2020

The acquisition will help Coupa strengthen its value for those in need of treasury, payments and working capital services, and make it more comprehensive as a tool for business spend. And Coupa will boost those services through more access to spend transactions and a broader view of risks.

Treasury 80

Treasury Finance B2B 80

PYMNTS

DECEMBER 3, 2020

55ip, which has been operating for nearly five years, works in automated tax technology, and Founder and Executive Chairman Dr. Vinay Nair said in the release that the company "combines investment intelligence and modern technology to provide personalized and automated investment solutions with a focus on reducing barriers investors face.". "Tax-related

Treasury 91

Treasury Investments Technology 91

PYMNTS

JULY 23, 2020

“As demand for the Spreedly platform continues to accelerate, it’s vital that we expand our leadership team to further strengthen our business,” said Spreedly CEO Justin Benson. I’m very pleased to add new executives with a history of proven results at scaling enterprise companies and a diverse range of experiences.

Leadership 65

Leadership Technology Marketing Accounting 65

PYMNTS

NOVEMBER 6, 2020

Financial services firm Figure Technologies, Inc. Figure is pursuing the charter to reduce the complexity of our business — we'll have over 200 state licenses next year without such a charter,” Figure Co-Founder and CEO Mike Cagney said in the announcement. “By 6) announcement.

Banking 65

Banking Compliance Currencies Leverage 65

Regent Assay

JUNE 14, 2021

Regent Assay is pleased to announce that it has acted as the exclusive financial advisor to Vantage Health on its sale to Northgate Public Services. Tina Whitley, CEO of NPS, said: “ Following the pandemic, healthcare is facing a huge challenge to keep up with the surge in demand for outpatient treatment.

Healthcare 52

Healthcare Securities Sales Planning 52

PYMNTS

OCTOBER 28, 2020

But in a panel discussion with Mike Massaro , CEO of Flywire , four executives from various verticals — from freight management to banking — discussed how pressure points are spurring a shift to digital processes. Business transactions are happening in real time, and things are interconnected,” he said. Where We’re Headed.

B2B 97

B2B Entertainment Transportation Invoicing 97

PYMNTS

JUNE 15, 2020

Greg Quarles , formerly of American State Bancshares , will be the new CEO for Green Dot Bank, according to a press release. Quarles, in that role, will report directly to Green Dot Corporation CEO Dan Henry.

Banking 67

Banking Leadership Compliance Retail 67

PYMNTS

MARCH 18, 2019

Fidelity Information Services ( FIS ), a global financial services technology company, announced Monday (March 18) it is merging with Worldpay , the global eCommerce and payments company, in a roughly $35 billion dollar deal. Gary Norcross will remain as FIS chairman of the board, president and chief executive officer.

eCommerce 94

eCommerce Currencies Banking Planning 94

PYMNTS

JULY 26, 2020

Pressures on Wells Fargo include a significant decline in ATM transactions. CEO Charles W. To the extent there are upsides from the need of businesses to respond to COVID-19, it may be the accelerated move to digital processes , Wells Fargo Executive Vice President and Head of Merchant Services Colleen Taylor said in early July.

Planning 102

Planning Math Numbers Banking 102

PYMNTS

MAY 12, 2020

has led to the firing of several top executives at the Beijing, China-based java giant, the company announced on Tuesday (May 12). The probe was launched last month after Luckin’s board of directors was notified of potentially fabricated transactions that inflated estimated revenues by more than $300 million.

Securities 74

Securities Accounting Retail 74

PYMNTS

MAY 7, 2020

The firm said it “has advised eNett and Optal that it is not required to close the transaction pursuant to the terms of the purchase agreement.” eNett, Travelport and Optal expect WEX to perform its contractual obligations, including to finalize its financing, obtain the remaining governmental approvals and close the transaction.”.

B2B 61

B2B Forecasting Leverage Numbers 61

PYMNTS

JUNE 25, 2020

For a CEO, a successful meeting with the board — where they congratulate him or her on a profitable year and authorize bonus money for the executive team — shouldn’t leave that person lying awake all night worried about the future. In fact, sticky.io’s transaction volume shot up during the pandemic. The CEO said sticky.io

eCommerce 95

eCommerce B2B Numbers Retail 95

Regent Assay

AUGUST 12, 2020

UK based healthcare software specialist Chameleon Information Management Services Limited and its subsidiary, Flex Software Limited, trading as InfoFlex has been acquired by Civica UK Limited , the wholly owned subsidiary of Civica, a global leader in software for public services.

Healthcare 52

Healthcare Securities Sales Marketing 52

PYMNTS

JANUARY 10, 2021

In mid-December, Cardtronics announced a $35 per share offer from an entity owned and controlled by private equity firms Apollo Global Management and Hudson Executive Capital. According to WSJ, companies such as NCR that traditionally rely on hardware sales for revenue increasingly are eyeing providing software and services as alternatives.

Sales 77

Sales Securities Accounting 77

CFO Thought Leader

NOVEMBER 26, 2023

When Peter Benevides joined Olo back in 2015, the provider of restaurant technology’s CFO office was vacant—as it would remain for the next 4 years, until he ultimately got the position thanks to a nod from the firm’s CEO and perhaps a sprinkling of magic dust from Olo board members and investors. Of course, things […]

CFO 52

CFO Finance Leadership Accounting Firms 52

PYMNTS

DECEMBER 21, 2020

In addition, RealPage’s board has “has unanimously approved the agreement,” and urges RealPage stockholders to approve the deal at a planned special meeting of RealPage stockholders related to the transaction, the release said. RealPage, of Richardson, Texas, said it expects to continue operations with the same leadership team. “We

Mergers and Acquisitions (M&A) 63

Mergers and Acquisitions (M&A) Planning Leadership Investments 63

PYMNTS

APRIL 25, 2019

In Asia, news came this week that petroleum firm PTT Exploration and Production (PTTEP), the biggest company in the country, is linking with Ripple , with an eye on cross-border transactions. Through the beginning stages of the project, Ripple and SCB will facilitate transactions from the energy giant to other firms across Southeast Asia.

B2B 76

B2B Banking Accounting 76

Regent Assay

JUNE 5, 2023

Grahame Muir, CEO at Star Live, said: “This investment capitalises on multiple recent wins including the Ryder Cup and Wimbledon, and will supercharge the business for growth. ” As part of the investment, industry expert John Hornby, former Chief Operating Officer of the NEC Group, will join the Star Live board as Non-executive Chair.

Entertainment 52

Entertainment Healthcare Investments Securities 52

PYMNTS

FEBRUARY 4, 2020

Cloud-based payments technology company Aliaswire announced that it has hired Jed Rice, a former PayPal executive, as its new CEO, and has appointed him to its board of directors, according to a Tuesday (Feb. 4) press release. . Aliaswire is currently under a transformation of sorts, and it has actively started a new period of growth.

Leadership 52

Leadership Technology Marketing Sales 52

PYMNTS

NOVEMBER 16, 2020

Under the new account-to-account payments solution, businesses will now be able to receive an eInvoice any time of the day or night, seven days a week, approve the invoice with a simple click, and then schedule or instantly execute a payment via the Real Time Payment (RTP) network or other service, according to a Monday (Nov.

Accounting 69

Accounting Invoicing B2B Banking 69

PYMNTS

SEPTEMBER 18, 2020

Kimber Johnson , executive vice president of strategic alliances at GIACT , the Texas-based fraud detector, told PYMNTS that account validation is increasingly important as eCommerce continues to move online. The steward of the automated clearing house (ACH), a computer-based electronic network for processing transactions, managed 24.7

Nonprofit 88

Nonprofit Communication Securities eCommerce 88

Centage

MARCH 2, 2022

CEOs and boards of directors ask their teams tough questions for a reason: They want to know how their company is performing against plans and identify risks or opportunities that lie ahead. While accuracy in reporting remains a top priority for CEOs, efficiency and speed follow close behind. 1 Tan, Gillian.

Financial Reporting 98

Financial Reporting Budgeting Forecasting Data Analysis 98

PYMNTS

NOVEMBER 3, 2020

In a months-long series of interviews and fireside chats conducted and hosted by PYMNTS, payments executives, investors, bankers and economists weighed in on where we’ve been — and where we must go. In a nutshell: Companies (and even consumers) “hire” goods or services to get where they want to go, to make progress, to satisfy goals.

B2B 82

B2B Treasury Accounts Payable Communication 82