CFO News Room

NOVEMBER 13, 2022

If you’re a chief marketing officer (CMO), the current economic uncertainty undoubtedly creates anxiety for you, your team, and your agencies. The Mobile Marketing Association (MMA) has demonstrated the tight correlation between advertising spend and economic indicators like GDP growth by looking at historical data.

Budgeting 130

Budgeting Marketing Math Advertising 130

The Charity CFO

MARCH 21, 2024

For example, over the last 10-12 years, the economic environment has been rather friendly. In essence, because the economic environment has been favorable, a non-profit can take time figuring out where the group wants to spend its time. So how can this be communicated and does it even work? Get the free guide!

Nonprofit 52

Nonprofit Math CFO Economics 52

The Charity CFO

JANUARY 17, 2022

So you can understand what’s happening in your business and communicate effectively with your board members, donors, and financial team. You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). It’s a necessity. Start right here (??)

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

CFO News Room

NOVEMBER 15, 2022

I mean, did you have a lot of business or existing clients on the BD side or paying BD trails, where there were a bunch of economic ramifications of doing this decision? And that is a very simple, it’s easy to communicate, and it’s very clear. So I figured, I had to hold on to the CFO role, because I also am a CPA.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

NOVEMBER 22, 2022

” It’s constant communication through the year. I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.”

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 17, 2022

First, it is important for firm owners to create a regularly scheduled process to reassess fees and communicate them to their clients. But by reassessing fees and communicating the advisor’s value and any fee changes to clients on a regular basis, firm owners can feel more confident that a fee increase will be successful!

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

DECEMBER 6, 2022

I could go back and tell a story that I was a double major in economics and sociology, and financial planning was a perfect fit. It helped build my communication skills and my knowledge, because when you’re the one in the meeting saying the things, you’ve really got to own that information. Natalie: Right. Michael: Right?

Planning 130

Planning Budgeting Investments Communication 130