CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. You have a background, undergraduate, your economics degree from Notre Dame, but you were dual-major Spanish language and Literature degree, how useful was that in Latin America?

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. ” It wasn’t that they didn’t communicate that. SEIDES: So it’s Hartford HealthCare. Both people are kicking money in. SEIDES: Correct.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

FEBRUARY 5, 2023

Are Wooing Indonesia, and Beijing Has the Edge NYT PIVOT TO ASIA RAMPING UP OMINOUSLY Popular Resistance Why Chinese Companies Are Investing Billions in Mexico NYT New Not-So-Cold War Realism, Bluff and Chinese Balloons: Who’s Afraid of F16s?

Concentration 130

Concentration Healthcare Budgeting Economics 130

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Treasury 52

Treasury Economics Retail Entertainment 52