CFO Thought Leader

JULY 16, 2023

CFO Michael Cox says that it was near the end of 2022 when the IRIS Software Group began to realize that the guiding philosophy that had motivated and incentivized the UK-based software company to complete 30 acquisitions within 6 years needed an upgrade. ” – Michael Cox, CFO, IRIS Software Group.

CFO 52

CFO Education Leadership Practice Management 52

CFO News Room

NOVEMBER 14, 2022

She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. She currently runs a weekly YouTube series called “Practice Management with Penny.”.

Practice Management 130

Practice Management Planning Leadership Communication 130

Future CFO

APRIL 1, 2024

To catalyse these plans, they will need to collaborate with other business units to ensure that the company’s investment strategies are closely aligned with the firm’s financial plans. With their financial background, they are often involved in transformation strategies closely tied to the firm’s performance.

Finance 52

Finance Risk Management Practice Management Budgeting 52

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 10, 2022

From there, we have several articles on practice management: Why creating a defined employee value proposition could be the key for RIAs to attract and retain talent in the current tight labor market. a Roth option or company match), or offering guidance to ensure the plan remains in compliance with relevant regulations.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Accounting 130

CFO News Room

NOVEMBER 19, 2022

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. Which means that contributing to and investing the funds in an HSA can be an efficient way to pay for healthcare costs, now or in the future.

Planning 130

Planning Leadership Healthcare Accounting 130