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. and Canada.

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CFO News Room

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

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Nonprofit Practice Management Advertising Leadership 130

CFO News Room

JANUARY 20, 2023

Read More… Source link

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VCFO

NOVEMBER 4, 2022

This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. Given the backdrop above, the management team that’s gotten a business this far may not possess what will be needed to get the business through the next phase.

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Concentration CFO Strategic Planning Practice Management 77

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.”.

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Practice Management Planning Leadership Communication 130

CFO News Room

DECEMBER 30, 2022

Each weekday, in our Management Tip of the Day newsletter, HBR offers daily tips to help you better manage your teams — and yourselves — through this period of profound change and uncertainty. Management Tip of the Day. Quick, practical management advice to help you do your job better.

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Data Analysis Practice Management Leadership Communication 130

Future CFO

APRIL 1, 2024

I also allocate some time to practice management, focusing on upskilling and developing new skillsets, or tweaking our risk management approach where appropriate. Most of my time is largely spent on doing client work, taking stock of the projects and deliverables, followed by interacting with our clients across the globe.

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