CFO Talks

SEPTEMBER 6, 2022

The CFO needs to be alive to changes’. Welcome to this SAIBA CFO podcast, SAIBA is the South African Institute of Business Accountants, it has more than 12 000 members and specialises in a wide range of disciplines such as accountancy and tax, training and development, career enhancement, legislation, designations and financial reporting.

Auditing 52

Auditing CFO Leadership Math 52

PYMNTS

FEBRUARY 1, 2021

Mastercard CFO Sachin Mehra said that, post-quarter-close, “in terms of spend levels in the U.S. There's a number of different models … We're not in the business of picking winners and losers. in the first three weeks as well as from a mixed standpoint, what we're seeing is being more weighted to debit.”.

Math 82

Math Entertainment Economics Budgeting 82

CFO Talks

JULY 6, 2022

CFO Talks is a brand of the South African Institute of Business Accountants. It’s a great pleasure today to welcome Imtiyaaz Abdul-Gaffur who is Wesbank CFO for central reporting and chief of staff to the CEO for FNB rest of Africa. Yes, as far as financial information and numbers are concerned, we want that to remain fairly stable.

Auditing 52

Auditing CFO Accounting Finance 52

Future CFO

NOVEMBER 29, 2023

Kris Giswold (KG): My journey in finance began with my love of puzzles and numbers. I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Numbers could tell a story, they could explain behaviours and predict the future.

Finance 52

Finance Leadership Auditing Math 52

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. Let’s look closer at the headcount math. So how can NoMoreOffice’s CFO factor these changes into their headcount cost model? Current staff.

Planning 98

Planning Financial Planning and Analysis (FP&A) Forecasting Math 98

VCFO

DECEMBER 10, 2021

You can do your own math on what this will mean to you. That is a huge number but still does not capture the total U.S. Pensions and financial institution debt quickly expands the number. What does that do to your profitability? Many companies run with less than a 10% profit to start with. What is Inflation?

Currencies 55

Currencies Profit and Loss Foreign Exchange Math 55

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. Let’s look closer at the headcount math. So how can NoMoreOffice’s CFO factor these changes into their headcount cost model? Current staff.

Planning 52

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

The CFO College

JUNE 3, 2021

Increase Your Value and Boost Your Services with Two CFO-Level Accounting Tools. Yes, automations can crunch numbers, but there is so much more to providing accounting services than calculations. What Is a CFO-Level Service? Earning that level of trust and delivering that degree of value is not out of reach.

Accounting 52

Accounting CFO Auditing General Ledger 52

PYMNTS

JUNE 14, 2019

While Amazon is fairly tight-lipped about specific numbers, eMarketer has cut its estimate of Amazon’s current online commerce market share in the U.S. It is a complicated question — and one greatly dependent on how exactly one lays out the math. Starting with… Amazon. market share.

eCommerce 40

eCommerce Retail Leverage Startups 40

The Charity CFO

FEBRUARY 17, 2022

Hopefully, we’ll fall far short of that number. . 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. At The Charity CFO, we focus exclusively on the unique financial challenges of nonprofit organizations everyday.

Nonprofit 98

Nonprofit Budgeting CFO Math 98

Barry Ritholtz

NOVEMBER 22, 2022

Number one, and I think they both reflect strong leadership at the firms. Number one, you had, you know, somewhat of a groundswell from within the firm, certainly at leadership that said we need to figure out a way to do something. Key brands, number one, Coca-Cola Bottling is the company that really helped to jumpstart the city.

Investments 57

Investments Finance Education Numbers 57

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. I love my numbers, KPIs, dashboards. If they were that good, were you paying them at that level?” ” And he said, “I can’t. If you charge 1.1

Math 130

Math Planning Benchmarking Technology 130

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 it’s based on what your assets under management are, your number of accounts. So, what did it look like for the RIA side? Is it a similar fee?

Planning 130

Planning Accounting Compliance Math 130

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 so this then played out in a number of ways like technical standards around protocols and taxonomies. CURT NICKISCH: Mathematical modeling is one of the tools that you spend a chapter on in your book. JACOB HAROLD: Yeah.

Nonprofit 130

Nonprofit Math Economics Valuation 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!

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

Barry Ritholtz

MARCH 20, 2024

As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. You know, there’s the old joke about the company hiring a new CFO and they only ask them one question. And everyone answers for, except for the person they hire, whose answer was, what number did you have in mind?

Investments 62

Investments Benchmarking Valuation Math 62

CFO News Room

NOVEMBER 3, 2022

As a starting point, it’s important to understand that as the financial services industry has evolved into the digital age, it has become increasingly common for financial advisors to rely on web-based business development strategies where the typical number of ‘prospects’ who visit the advisor’s website are often astronomically large.

Numbers 130

Numbers Planning Communication Investments 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

NOVEMBER 17, 2022

This can emerge as procrastination, overanalysis, or becoming occupied with any number of tasks that they feel are necessary to complete first (such as ensuring every minute detail has been thoroughly examined and vetted) before taking any steps toward executing the actual idea being considered. Don’t anchor on that number.

Planning 130

Planning Numbers Math Strategic Planning 130

CFO News Room

NOVEMBER 29, 2022

And so, that’s how this actually started was, at first, I knew I wanted to just get a deeper dive into our numbers, into our business, our process, and, so, I engaged in the CFO solutions services. And so, that was where I found the gap is that the CFO would identify all these things. Michael: Interesting.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 27, 2022

But no sooner did I start helping people in this layoff situation, I realized, number one, you gotta have empathy. I’ve been to well over 600, almost 700…I’m loose with my numbers here, but over 700 companies in the last 20 years, if not more. You’ve gotta have a deep empathy. Michael: Yeah. John: Yeah.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 24, 2022

And while it’s possible to earn cash, an increasing number of survey services compensate you in points, which are redeemable for prizes or gifts. If you have expertise in any common subjects, such as math and science, and you have some extra time, you may have all you need to become a tutor. Difficulty Level: Moderate.

Investments 130

Investments Marketing Communication Advertising 130

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. But he was wonderfully successful in the insurance environment.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 23, 2022

When you actually do the math, traditional braces or Invisalign can easily cost $24,000 or more for four kids! There are also a number of financing options available that can make Invisalign more affordable. . That seemed really funny at the time, but this joke eventually turned into a financial reality.

Healthcare 130

Healthcare Planning Finance Accounting 130

CFO News Room

FEBRUARY 2, 2022

Number one is just the fact that we have multiple fee structures. So, that’s number one. So, obviously, those are kind of round numbers that they just input. All right, those are very good numbers. Now, that number is really hard to quantify for a couple of reasons. If I had to guess, those are rough numbers.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

DECEMBER 6, 2022

And at the time, Ameriprise had rules around you had to be within a certain number of miles from your primary office, and if you weren’t, you couldn’t be associated with that office anymore. And if you went through the math, it gave us hundreds of hours that a typical firm would spend. Natalie: Yeah. Michael: Interesting.

Planning 130

Planning Budgeting Investments Communication 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. I felt like I would just be a number. He got a lot of phone numbers. My numbers were terrible. Executive Summary.

Planning 130

Planning Profit and Loss Leadership Numbers 130

CFO News Room

DECEMBER 1, 2022

” Everyone starts doing the math of what their typical clients pay multiply by 300 clients was like, “This is mind-blowing profitability, effectiveness of the firm. ” Or are you a little bit closer to me thinking that is just a ridonkulous number of people for my brain to keep track of? Carl: Well, yeah.

Technology 130

Technology Planning Investments Leverage 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

NOVEMBER 18, 2022

Take, for example, how the Fed views statistics, such as employment numbers, when it’s thinking about inflation or raising rates so quickly, which is really constraining to people on an actual budget facing other inflationary pressures, and, by the way, not actually doing anything about inflation. So those numbers are disparate.

Banking 100

Banking Economics Leverage Currencies 100

CFO News Room

DECEMBER 20, 2022

Because I know a number of firms that do have some amount of 401(k) business do have a wealth offering and have struggled to figure out how to systematically or efficiently get clients to switch over, or move over, or cross over when it’s appropriate for them to do so. .” Michael: Interesting. Emily: Yeah.

Education 130

Education Planning Numbers Securities 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 actually, I was reading a number of studies.

Leadership 130

Leadership Technology Math Numbers 130

CFO News Room

DECEMBER 5, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: DPL Partners launches a new advisor-matching solution to solve for the inbound demand of consumers increasingly seeking out a new crop of no-commission annuity products.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

FEBRUARY 13, 2023

And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. And you know, it’s been an honor to have a number of awards to it. So yeah, man, that was the idea.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

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, that can move the numbers, as well.

Restructuring 130

Restructuring Planning Marketing Accounting 130

CFO News Room

NOVEMBER 1, 2022

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. It’s why we tend to also do investment management, or also do something to implement. Mindy: Yeah, yeah. It’s pretty straightforward. Mindy: Yeah.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

JUNE 3, 2024

Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

Math 57

Math Treasury Marketing Valuation 57