The Evolution From Broker-Dealer To RIA Platform Leadership

CFO News Room

Welcome back to the 298th episode of the Financial Advisor Success Podcast ! Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5 And I lived it first as a financial advisor.

Views from the Summit: Sanjay Jawa, CFO of Kooth

Generation CFO

For the first of our ‘Views from the Summit’ series, Sanjay Jawa , the CFO of digital mental health platform Kooth , will be explaining more about what Kooth does, why mental health matters to him and what you can start doing to make a difference as a finance leader.

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Not many CFO-CIO relationships are collegial and business-centric

Future CFO

Only 30% of CFO-CIO relationships are characterised by strong collegiality and business centricity, said Gartner recently when releasing results of a survey of 183 executives including both CFOs and CIOs.

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Deloitte country CFO: How you can rise through the ranks

Future CFO

The CFO role requires certain traits and skills, said Woranat Dumrongsiri (pictured), Country CFO, Deloitte Thailand and Deloitte Laos during an interview with FutureCFO for the publication’s Female Leadership in Finance Series. My financial career is quite a long journey.

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BIG Loyalty’s CFO: How to overcome gender challenges at work

Future CFO

Editor’s note: For our Female Leadership in Finance Series, FutureCFO editor Teresa Leung recently had a chat with Sereen Teoh (pictured below), CFO at BIG Loyalty. Sereen Teoh, CFO, BIG Loyalty. And now I'm the CFO of BIG Loyalty, owned and managed by BIGLIFE Sdn.

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PodChats for FutureCFO: Rising above the disruption to lead new market opportunities

Future CFO

The role of the CFO continues to evolve. While one of the key tenets, to manage the financial aspects of the business, has remained unchanged, an equal but more strategic set of responsibilities have been placed on the CFO. What is the role of a CFO inside an insurance company?

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Those Who Have Knowledge, Don’t Predict

Focus CFO

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Let’s examine how an outsourced, fractional CFO can improve FP&A: Improving Data.

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How CFOs can prepare for the Great Resignation


CFOs have a lot to contribute to the C-suite strategic dialog, and they can also ground that discussion in the actual financial tradeoffs that different choices require. Leadership changes often create organizational shockwaves that amplify turnover in the ranks.

Mapping Out Successful FP&A Management In the Face of Adversity

The Finance Weekly

However, there have been many organizations that have successfully persevered through the challenges posed by the past couple of years, and among the differentiating factors between such businesses is leadership. Leadership across business departments is a foundational element of success.

How to use data to become effective finance leaders

Future CFO

Data analytics can help overcome challenges surrounding the collection of data from multiple sources through combining data from existing financial solutions into a single, centralised source for analysis. Business Applications Technology CFO issues data analytics Snowflake

The Importance of Excel in Business

CFO News Room

Financial services and financial accounting are the areas of finance that rely on and benefit from Excel spreadsheets the most. Businesses use Excel for budgeting, analysis, forecasting, spotting trends, reporting, and more. Financial Advisor

Where Can FP&A Career Path Take You?

Fpanda Club

This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning and analysis is one of the pillars of the modern finance function.

What Controllers Can Do to Help Leverage FP&A Solutions

The Finance Weekly

The development of , FP&A solutions (particularly, innovations such as financial software) in recent years has empowered many organizations to both better understand and significantly improve their performance. Financial. Complete data analysis (DA).

Elevating tomorrow’s finance leaders today

Future CFO

What makes for a sought-after chief finance professional (CFO)? According to , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much.

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Fast Growth As A Career Changer With A High-Touch Service

CFO News Room

Welcome back to the 285th episode of the Financial Advisor Success Podcast ! Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Executive Summary.

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Quiznos Gets New CEO — Again


It was about a month ago that Quiznos President and CEO Doug Pendergast resigned about a year into his job, and the interim president and CEO — and former Quiznos CFO — Katie Scherping also has appeared to have left the sandwich company. With Quiznos’ 35th anniversary celebration underway, I have the utmost confidence in the future of our brand under Susan’s leadership.” Quiznos has a new CEO. Again.