PYMNTS

SEPTEMBER 7, 2018

When Stripe did the back-of-the-envelope math on that misallocation of time, the company found it to be worth nearly $300 billion in potential gross domestic product (GDP) on an annual basis. Business[es], particularly smaller ones when they are growing, need to invest in core innovation,” Johnson said.

Math 61

Math Sales CFO Leverage 61

CFO Leadership

OCTOBER 10, 2022

When you give everyone in the company $5 along with this challenge…you do the math. This is why a key aspect of this investment is a monthly use-it-or-lose-it infusion. The post The CFO Guide to Gratitude first appeared on CFO Leadership. The post The CFO Guide to Gratitude appeared first on CFO Leadership.

CFO 93

CFO Profit and Loss Leadership Math 93

Barry Ritholtz

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard.

Investments 60

Investments Benchmarking Valuation Math 60

CFO Leadership

APRIL 5, 2023

When you give everyone in the company $5 along with this challenge…you do the math. This is why a key aspect of this investment is a monthly use-it-or-lose-it infusion. The post The CFO Guide to Gratitude 2023 first appeared on CFO Leadership. The post The CFO Guide to Gratitude 2023 appeared first on CFO Leadership.

CFO 59

CFO Profit and Loss Leadership Math 59

Onplan

DECEMBER 28, 2021

Let’s look closer at the headcount math. NoMoreOffice’s CFO would like to calculate the impact of the following changes: Terminate the leases on the three offices. So how can NoMoreOffice’s CFO factor these changes into their headcount cost model? NoMoreOffice currently doesn’t have any special benefits for remote employees.

Planning 52

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

Barry Ritholtz

SEPTEMBER 7, 2022

What is your process like to prepare for — I don’t know if we still use the phrase beauty contest, but that was the old investment banking phrase. Is it the investment bank? So that’s actually meaningful dollars, even post an IPO, in a CFO’s mind, when they’re doing share buybacks, things of that nature.

Communication 117

Communication Marketing Math Technology 117

PYMNTS

JUNE 14, 2019

It is a complicated question — and one greatly dependent on how exactly one lays out the math. Moreover, as Amazon is continually increasing its investment in delivery logistics, they are appearing as more a competitor on the horizon than a collaborator. The firm is also investing $1.5 market share. Amazon led that round.

eCommerce 40

eCommerce Retail Leverage Startups 40

Barry Ritholtz

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. Kids that have an interest in investing.

Investments 56

Investments Finance Education Numbers 56

CFO News Room

DECEMBER 24, 2022

Invest with Peer-to-Peer Lending. Capital to invest, basic credit knowledge, risk tolerance. Investing in Cryptocurrency. Capital to invest, high risk tolerance, basic understanding of cryptocurrency trends. Capital to invest. Investable capital, basic understanding of real estate investing.

Investments 130

Investments Communication Marketing Advertising 130

The Charity CFO

FEBRUARY 17, 2022

But if you have too much, they may think you’re not investing enough into your programs…. Doing some simple math (25% x 12 months = 3 months), we can safely say that you should start with a goal of at least 3 months of expenses as your operating reserve. What kind of investments can you make with your reserve funds, if any?

Nonprofit 98

Nonprofit Budgeting CFO Math 98

The Charity CFO

FEBRUARY 9, 2022

Early crypto investors are already investing in innovative ways to change human behavior and society. The property designation also means that donors can receive a tax deduction for the current fair market value of cryptocurrency assets rather than the amount they initially invested. Yes, even if you were bad at math in high school.)

Nonprofit 98

Nonprofit CFO Currencies Math 98

CFO News Room

NOVEMBER 15, 2022

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. And then in July 1 of this year, we launched our own registered investment advisor. So that was a very easy transition for our clients.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 15, 2022

Just the math of an advisory firm only goes so far at the end of the day.” I could do the rough math on his firm. just to make the math easy. And literally in the same day, I had somebody super smart who invests in big RIA firms tell me that fee compression is going to eat everything. If you charge 1.1

Math 130

Math Planning Benchmarking Technology 130

The Charity CFO

JANUARY 17, 2022

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). Get this FREE guide to discover what you need to do to ensure you hire the right accountant, bookkeeper, or CFO the FIRST time. Get the free guide! Statement of Cash Flows .

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

CFO News Room

NOVEMBER 29, 2022

And I am a lover of math. I was a math nerd in high school. Math is one of my favorite tools. And they just forced themselves as a foundation to do that for their investments, for their grants, for their contracts, and to look at both the positive and negative consequences of their work across these different dimensions.

Nonprofit 130

Nonprofit Math Economics Valuation 130

CFO News Room

DECEMBER 17, 2022

But in the world of financial advice, there so far has been little regulation on advisor titles ( unless someone tries to call themselves an “investment counselor”, which ironically is still regulated under the Investment Advisers Act of 1940 ). And while Buffett was naturally gifted in math, he was initially scared of public speaking.

Education 130

Education Planning Benchmarking Investments 130

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 1, 2022

So, a few years ago I was at a conference for executives of very, very, very large financial services enterprises who were talking about these huge ginormous checks that they were writing to make investments into advisor technology. What an incredible technology investment if they can pull this off.”

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

FEBRUARY 1, 2023

With all of the investments in time and money and with experienced boards and CEOs at the helm, why are companies unprepared or why do they make the wrong choice when it comes to succession? The basic math of CEO succession is as simple as it is unforgiving. Timing is everything.

Leadership 130

Leadership Math Planning Securities 130

CFO News Room

DECEMBER 6, 2022

And I think he wanted to train me and wanted to invest in me, and he saw that to be the best way to invest in me. They might have a $2,500 or a $3,500 or even a $5,000 planning fee, and then they may have $1 million invested with us at 1%, with actively managed mutual funds underneath. But I think he saw potential in me.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 18, 2022

If there was a transparent use for a company that had value to shareholders, they would be willing to effectively invest their money in order for that company to do what it does to grow whatever it’s growing. It’s because those billionaires are invested in markets that their wealth is propelling up so much. That’s just the math.

Banking 100

Banking Economics Leverage Currencies 100

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. The culture was very product driven. Here you go.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 13, 2022

Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households. And I had some great mentors, and they taught us about insurance, and investments, and prospecting. Executive Summary. So, I left.

Planning 130

Planning Profit and Loss Leadership Numbers 130

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. Executive Summary. Dan: It’s interesting.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 3, 2022

Instead, by conveying a clear and simple message to clients about how the advisor’s value can provide for a very specific type of client and their unique needs, advisors can enhance their business growth by attracting the right type of client while investing less time and fewer resources actively seeking out new prospects.

Numbers 130

Numbers Planning Communication Investments 130

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. You’re chief investment officer.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

CFO News Room

DECEMBER 27, 2022

So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. We just haven’t really had the opportunity to invest in this relationship with you, and we recognize that maybe we missed that a little with growing so quickly to 1,800 clients.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

PYMNTS

MAY 16, 2016

That’s Macy’s CFO last week explaining – or perhaps not – the root cause of their rather dismal Q1 2016 earnings results. There were three reasons why she, and many of her retail CFO compadres – seemed at a loss for words last week when addressing the analysts. . It’s all about the math. Consumers are still spending.

Retail 43

Retail Sales CFO Numbers 43

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. So, there was somebody on our team that handled more of the enrollments and maybe just an investment change or website help.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 1, 2022

It’s why we tend to also do investment management, or also do something to implement. And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients.

Planning 130

Planning Investments Accounting Math 130

CFO News Room

DECEMBER 5, 2022

As ultimately, very few human beings can effectively do compound math in their head, to figure out the cumulative impact of years or decades of a change in savings, investing, or other financial behaviors, on their long-term wealth.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

NOVEMBER 23, 2022

I talked to Lenore Blum , she was one of the first professors of math at Berkeley, and she was talking about how difficult it was and how eventually her contract was not renewed, how she was almost kicked out of her next university, before she went on to a great career and success. And so we’re going to continue to invest in and grow that.

Leadership 130

Leadership Technology Math Construction 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

JANUARY 9, 2023

Here’s the math. Everyone is expecting as a sure thing “civilization-altering” impact (& 100x returns on investment) in the next 2-3 years. The company is using more law enforcement as opposed to private security, [CFO James Kehoe] added.” • But I bet Amazon sold a lot of spyware. Zeitgeist Watch.

Construction 130

Construction Numbers Math Communication 130

CFO News Room

DECEMBER 16, 2022

The Bezzle: “Alleged Lying, Bullying, Compliance-Ignoring And Possible Fraud No Reason For Hedge Fund Not To Invest $50 Million With Outgoing Portfolio Manager” [ DealBreaker ]. Battery company Redwood Materials is investing $3.5 Even with all the recent investments, the U.S. The deck: “Allegedly. PR-driven crapola.

Math 130

Math Education Management Consulting Healthcare 130