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A Digital World: What’s in Store for 2022?

CFO Leadership

In addition, digitalization will become a greater priority in unexpected areas of the business, such as M&A and succession planning. . Mergers & acquisitions. Digital transformation can help to accelerate M&A deals and make companies more attractive acquisition targets. Succession planning.

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Finding Rollover Opportunities In Transitions After Layoffs

CFO News Room

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households.

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Transcript: Steven Klinsky

Barry Ritholtz

KLINSKY: I’m a big fan of both of them and a big fan of the JD/MBA program and involved with both schools still today. I’m a big fan of multidisciplinary approaches. He eventually goes to a Forstmann Little where he’s one of the first five founding partners. They grew a business where they issued junk debt.

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Transcript: Brian Hamburger

Barry Ritholtz

He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. It’s so great to be here.

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Transcript: William Cohan

Barry Ritholtz

RITHOLTZ: So, let’s talk a little bit about your career, which began as a reporter, went into M&A banking, and then went back to writing. COHAN: I was doing something I probably should never have been allowed to do, which was write about public education in Wake County, which was fine. He is one of the co-founders of Puck.

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Technology in accounting – during and beyond COVID-19

Future CFO

But for the finance function to capitalise on new technologies, and thus keep pace with the changes in the business world, the finance professionals within those departments must continue their education. Accounting is the language of business. So said Warren Buffet, billionaire, philanthropist, investor and business tycoon.

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Transcript: Kathleen McCarthy

Barry Ritholtz

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. You started your career doing M&A at Goldman Sachs. MCCARTHY: — and end up in M&A on Wall Street. That’s really an astonishing return. Kathleen has been with Blackstone since 2010.