CFO Share

APRIL 11, 2024

This often involves direct communication with management and the use of secure, authenticated communication channels. Outsourced bookkeeping services leverage size and scale to deploy policies faster and cheaper than your small business could.

Securities 52

Securities CFO Education Auditing 52

PYMNTS

DECEMBER 21, 2016

As consumers have become more comfortable to pass credit card information online in a secure way, there’s a growing number of people that use mobile devices not just for communicating but now for transacting, so the timing was right for something like this to operate and grow. JK: We did that a couple different ways.

Leverage 46

Leverage Advertising Concentration Numbers 46

Future CFO

AUGUST 18, 2023

This allows the organisation’s core finance and accounting (F&A) operations to concentrate on more strategic work, such as financial analysis and planning. "We This transformation involves leveraging systems and re-engineering processes coupled with changing the way the teams work through upskilling and "re-culturing".

Finance 52

Finance Communication Accounts Payable Invoicing 52

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

CFO News Room

NOVEMBER 22, 2022

” It’s constant communication through the year. How Matthew Communicated His Transition And Migrated Clients [29:08]. Michael: So, share with me a little more just how you communicated this. And then each client has a lead advisor that’s the direct communication. Here you go. Matthew: Exactly.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 5, 2022

The most prominent of which is Facet Wealth, which has stated a goal of getting advisors up to 250 clients/advisor by leveraging their own proprietary technology to make their advisors maximally productive. At least, if advisors will allow themselves to be sorted into such ‘buckets’ based on their own expertise and communication style !?)

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. BITTERLY MICHELL: … risk management.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

DECEMBER 14, 2022

And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career. RITHOLTZ: Lab — so we’ll get to hospitality.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Investments Construction Concentration 60

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 then we have the 0% cap. Cean: Correct.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

APRIL 4, 2023

So you would see pretty high concentrations of, you know, $100 million, $200 million, $300 million, all essentially sitting on a single balance sheet of the bank. Because you can’t lever it, you can’t lend it six times leverage today when the rates are 11 percent versus 6, right? KENCEL: So, now, leverage is lower.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56

PYMNTS

NOVEMBER 20, 2018

With those phones, customers are completing an ever-increasing series of activities: communicating (of course), but also shopping, banking and paying. Markets like Australia, which has a highly concentrated banking and retail system, make ignition easier. is making a major contactless push with its Visa-branded cards.

Banking 75

Banking Concentration Marketing Communication 75

CFO News Room

NOVEMBER 27, 2022

Japan’s chip equipment- and material-makers would be hit hard as its global players are concentrated in those areas, and exports of semiconductor manufacturing equipment to China have grown in recent years. Industry minister Yasutoshi Nishimura said earlier this month that the government is communicating with the U.S. trillion ($23.67

Manufacturing 100

Manufacturing Economics Investments Securities 100

Barry Ritholtz

JULY 31, 2023

And most people think of Bill, his bread and butter business is activist, very concentrated stock investing, but he has a bit of a background in macro too, back from ’07, ’08, and he actually decides to do this in the credit markets, where spreads are incredibly tight. RITHOLTZ: The communication was bad also.

Treasury 52

Treasury Economics Retail Entertainment 52

CFO News Room

NOVEMBER 5, 2022

Among other restrictions in the proposal, only one broker would be permitted to work at each RSL, the broker would not be allowed to meet with clients or handle securities or funds at the location, and the broker would be required to use the parent firm’s electronic communication system.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

Barry Ritholtz

DECEMBER 26, 2023

So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. 00:26:19 [Speaker Changed] It, it’s, it’s usually it is aggressive shorts from leveraged funds on s and p futures. And since my writing skills weren’t all off the snuff, I just dove in.

Marketing 60

Marketing Leadership Finance Investments 60

CFO News Room

JANUARY 16, 2023

SARS-CoV-2 wastewater concentration and linked longitudinal seroprevalence: a spatial analysis of strain mutation, post-COVID-19 vaccination effect, and hospitalization burden forecasting (preprint) medRxiv. Findings: We found strong linear association between wastewater concentration and estimated community prevalence (r=0·916).

Concentration 130

Concentration Economics Forecasting Communication 130

CFO News Room

JANUARY 17, 2023

This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. Security State is leveraging the threat to ban TikTok from the U.S.

Concentration 130

Concentration Economics Manufacturing Numbers 130