CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. This involves regular communication, mutual respect for expertise, and an open-door policy for discussing challenges and opportunities.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

JUNE 10, 2020

Groups like the National Retail Federation (NRF) focused more on economic forecasts and supply chain issues as other advocacy groups that have taken the fight for more stimulus dollars to Washington, D.C. It has created resource materials to communicate widespread support for this group. retail container ports appears to be easing.

Retail 56

Retail Forecasting Communication Education 56

PYMNTS

MARCH 27, 2020

It’s too soon to tell how coronavirus will impact the venture capital ecosystem, but some analysts are turning to the economic crisis of 2008 to make some educated guesses. In a recent report, CrunchBase looked back at how VC investors reacted to the market downturn over a decade ago.

B2B 72

B2B Startups Economics Education 72

CFO News Room

JANUARY 11, 2023

Some jobs require higher education and expertise, but many entry-level positions don’t require previous experience. Financial managers are the captains of the financial industry, mapping out the course for a company’s future and guiding them through tough economic times. Excellent communication and interpersonal skills.

Banking 130

Banking Financial Analyst Budgeting Investments 130

PYMNTS

JUNE 6, 2019

As McLain put it, GDPR represents an exercise in communication with the consumer, laid out through terms of service and pop-up boxes that enable the individual to opt in or out depending on the type of data being shared. And a significant number, 24 percent, said they have no plans to support SCA — at least not ahead of the deadline.

Education 72

Education eCommerce Compliance Communication 72

CFO News Room

NOVEMBER 14, 2022

On a personal note, Penny is an advocate for the advancement of women in the financial services industry, and public education. She has dual degrees in Economics and Corporate Finance and a certification in Advanced Behavioral Analysis. However, they still need time to develop their communication and presentation skills.

Practice Management 130

Practice Management Planning Leadership Communication 130

PYMNTS

JULY 22, 2016

Pune has the highest number of software companies in India (212). As the ecosystem has matured, the country has seen a rising number of successful startups and greater access to funding. The work management system is designed to help enterprises integrate collaboration and communication into their workflows.

Startups 41

Startups Education Communication Transportation 41

VCFO

JANUARY 27, 2022

Since our formation in 1996, vcfo has helped our clients through a number of booms and busts (.com, total economic melt downs, (2000, 2008), terrorist attacks, pandemics (bird flu, swine flu, coronavirus), natural disasters (fires, earthquakes, hurricanes and floods), and geo-political tensions and disruptions.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

PYMNTS

MARCH 27, 2018

That’s the dollar amount that is out of reach for a significant number of employees in a world where financial stress is commonplace. The company – which provides both financial education and short-term lending programs to more than 100,000 employers, who in turn offer them to their employees – was born of Kilby’s personal experience.

Education 40

Education Healthcare Investments Communication 40

Planful

JANUARY 11, 2022

And as the economic recovery continues and business operations slowly return to normal, the digital surge shows no signs of slowing down. As technology crunches the growing volumes of data, soft skills like critical thinking, problem-solving, and communication will become crucial for Finance to succeed. #1

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

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

DECEMBER 20, 2022

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” So, there were one-on-one meetings, and then there were group education meetings. Michael: Oh, interesting.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

BlueLight

JUNE 5, 2020

Either way, the business environment is changing rapidly and this typically means startup founders and their boards are communicating much more frequently than in a “business as usual” situation. The founder should also manage the number of people in the room. Ideally these observers tap into their network and expertise to add value.

Startups 52

Startups Technology Investments Finance 52

PYMNTS

DECEMBER 30, 2016

As a result, Mastercard predicted that in 2016, the savviest retailers would expand their digital presence through methods such as implementing buy buttons, facilitating P2P product education and describing products in more conversational language — i.e., less marketing jargon — on social commerce platforms.

Retail 49

Retail Sales Education Technology 49

CFO News Room

DECEMBER 7, 2022

Excluded from this first prong of “advertisements” are: Extemporaneous, live, oral communications; Information contained in a statutory or regulatory notice, filing, or other required communication; and. Bulk emails, templates, and other communications that appear to be personalized (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130

PYMNTS

SEPTEMBER 18, 2020

The ongoing COVID-19 pandemic has had a plethora of effects in addition to its devastating impact on public health, including setting in motion an economic free fall. Even the subscription commerce industry has not been immune to these economic ramifications. How The Health Crisis Is Affecting Subscription Commerce .

Economics 103

Economics Entertainment Retail Education 103

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. ” It’s constant communication through the year.

Planning 130

Planning Communication Profit and Loss Education 130

Centage

MAY 8, 2023

You communicate with your CEO and know his or her thoughts and strategies. Keep These Questions in Mind as You Prepare Your Presentations Is the number you present (cash balance, expense item, revenue item) “good” or “bad”? What action do you think the board should take based on the numbers you provide?

Nonprofit 98

Nonprofit Budgeting CFO Finance 98

CFO News Room

NOVEMBER 30, 2022

Having a framework for the types of advice to give and for the language to use when communicating strategies to clients can reduce the confusion of being obliged to provide guidance on taxes while being prohibited from giving actual tax advice. With such a framework, advisors can be more confident in advising their clients about tax strategy.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

DECEMBER 27, 2022

Number one is luck. I was born at the right time to the right set of parents that were loving and caring and taught me the value of work and set me up with a great education. So that was number one. Number two is also luck. And then number three is actually luck as well. You have clarity on what a role entails.

Leadership 100

Leadership B2B Numbers Marketing 100

Future CFO

SEPTEMBER 21, 2020

The mass shift to remote work has left workplaces increasingly distributed, and the current economic downturn has not slowed investments in automation and artificial intelligence, among other technologies. Communicating the strategy within the company and to the board of directors. He or she must adapt accordingly.

Accounting 52

Accounting Technology Mergers and Acquisitions (M&A) Leadership 52

Barry Ritholtz

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. But I gotta start with your education. You know, we look at these economic busts or these market crashes, and it’s obvious in hindsight what spectacular opportunities there they were. And so the magic number was $388 a month.

Advertising 57

Advertising Startups Technology Investments 57

CFO News Room

DECEMBER 30, 2022

We also have a number of articles on investments: Fixed-income ETFs saw inflows this year, while their mutual fund counterparts experienced significant outflows, suggesting that the dominance of bond mutual funds could be eroding.

Planning 130

Planning Auditing Investments Securities 130

Barry Ritholtz

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years.

Investments 111

Investments Profit and Loss Education Advertising 111

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. Is it at that level, the company didn’t just say, “Hey, we’re doing occasional educational lunch-and-learns for our employees. They’re reaching out to you to come in and do education.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 6, 2022

I could go back and tell a story that I was a double major in economics and sociology, and financial planning was a perfect fit. It helped build my communication skills and my knowledge, because when you’re the one in the meeting saying the things, you’ve really got to own that information. Natalie: Right. Michael: Right?

Planning 130

Planning Budgeting Investments 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. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. And so, it’s a little bit of an educational process, but ….

Investments 116

Investments Marketing Profit and Loss Banking 116

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

The Charity CFO

APRIL 25, 2024

As stated on their website, “Vermont Adult Learning’s mission is to create an innovative, inclusive, and equitable learning environment that provides personalized opportunities for education and career development for Vermont residents by building relationships, strengthening communities, and fostering lifelong learning.”

Nonprofit 52

Nonprofit Accounting CFO Auditing 52

Barry Ritholtz

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. So a variety of risk meetings, a variety of economic meetings. I thought that was a really interesting story.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

JUNE 6, 2023

And they do that for 35 years tweaking numbers I go you won, you won the game. Number one, everybody has credit cards, everybody misunderstands how to use them, and there are actually some secret perks that people have no idea about. In fact, here’s the phone number you call, and you will get your $37 fee waived.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

Barry Ritholtz

DECEMBER 28, 2022

RITHOLTZ: I’ve been educated with this book, so it’s deep in my thought process. Then you get something that’s got tremendous capacity to manage a larger and larger organization which Vanguard had to become in order to get the economic power that it has today. ELLIS: Well, you just said beautifully.

Profit and Loss 72

Profit and Loss Investments Marketing Sales 72

PYMNTS

JULY 16, 2020

No one wants to get hacked, but people are fairly used to living with the risk, and in the face of a global health emergency and economic meltdown people can only keep so many worries top of mind. The number of people that are potential targets, that could be easily duped by sophisticated cons, is the greatest I’ve ever seen in my life.”.

Securities 64

Securities Accounting Education Communication 64

PYMNTS

MAY 26, 2016

There are still numbers of businesses and consumers that are not yet linked up to the grid, so to speak, and even fewer products for consumers to take advantage of. Finally, there is always the issue of education. In other markets looking to offer real-time services, education will be an important element to drive adoption.

Foreign Exchange 40

Foreign Exchange Education Banking Communication 40

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. SEIDES: That allows you to make charitable bets based on long-term educational beliefs. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. Less, 20, 30%? And — RITHOLTZ: What? So back in 2007.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

PYMNTS

JUNE 23, 2016

A true indicator of the global demand and usage of cash, Delnevo said in a recent interview with PYMNTS, is the rising number of ATMs. When people are worried now about economic consequences, they tend to fall back to relying on cash,” he said. “It There are more ATMs than ever before. The curious case of cash in Europe.

Securities 41

Securities Banking Data Analysis Numbers 41