CFO Talks

JULY 6, 2022

I was always the science kid, I use to love science and math and technology, that was a big thing for me. Yes, as far as financial information and numbers are concerned, we want that to remain fairly stable. Things like team leadership, communication and presentation. Would you agree with that? I would 100% agree with you.

Auditing 52

Auditing CFO Accounting Finance 52

PYMNTS

NOVEMBER 20, 2017

He didn’t think much of math and science — rather unusual given his choice of a profession that uses complicated math formulas to communicate. Amazon’s even one of a small number of retailers tapped by the U.S. None of the other Pays has even achieved half that number.

Retail 54

Retail Math Leverage Economics 54

PYMNTS

MARCH 17, 2017

And lest we be remiss about what all this digital safeguarding might be about, one underpinning is that it serves to let us communicate, interact and transact in peace and relative safety. Numbers for Fun, Profit and Failure. Lending, Lending Everywhere, With Quite a Lot to Think.

Math 41

Math Securities Auditing Communication 41

PYMNTS

NOVEMBER 29, 2017

Sure, they could have brought in Capone himself on counts of murder or any number of other offenses, but this approach, said Frechtling, took down the entire operation with him. Finally, make a point of consistent internal communication. Communicate perpetually, whenever there is a suspicious event.

Math 46

Math Communication Sales Transportation 46

PYMNTS

DECEMBER 28, 2016

What we’ve done is used technology to streamline communication. We raised a small number and hit profitability. We’ve built an amazing team, and we try to solve issues through math or engineering. And so for us, we happened to have stumbled upon a giant industry that’s very much stuck in the ‘80s.

Securities 69

Securities Math Startups Technology 69

Barry Ritholtz

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. New York is number one. Two reasons.

Investments 56

Investments Math Risk Management Benchmarking 56

Barry Ritholtz

JANUARY 24, 2023

I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers. KLINSKY: Well, that is — and it was kind of venture capital numbers because the dollars were so small. There was XO Communication and McLeod. RITHOLTZ: Right. RITHOLTZ: I recall. KLINSKY: Right.

Mergers and Acquisitions (M&A) 103

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

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. Author: Michael Kitces. Team Kitces. Is it a similar fee?

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 15, 2022

In our 101st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the challenges advisors face in setting fees commensurate to their service offerings and the importance of charging sustainable fees to help businesses flourish. I could do the rough math on his firm. If you charge 1.1

Math 130

Math Planning Benchmarking Technology 130

CFO News Room

DECEMBER 24, 2022

Excellent voice and communication skills, an eye for relevant content, basic knowledge of video equipment. 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. There are a number of legit ways you can make money online. Get a Free Quote.

Investments 130

Investments Communication Marketing Advertising 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 3, 2022

In our 98th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a scarcity perspective can result in a firm’s loss of focus by trying to accommodate any and all clients regardless of their needs. Carl: Yeah. And we see this fee schedule is just one entry point to this discussion.

Numbers 130

Numbers Planning Communication Investments 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. ” It’s constant communication through the year.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. It gets further and further away the D P U go.

Investments 52

Investments Valuation Math Numbers 52

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

DECEMBER 6, 2022

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. And if you went through the math, it gave us hundreds of hours that a typical firm would spend. And that really helped build my confidence. Natalie: Yeah.

Planning 130

Planning Budgeting Investments Communication 130

The Charity CFO

JANUARY 17, 2022

So you can understand what’s happening in your business and communicate effectively with your board members, donors, and financial team. 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). It’s a necessity. Start right here (??)

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

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.

Technology 130

Technology Planning Investments Leverage 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 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

PYMNTS

JANUARY 11, 2017

But digging deeper into a business he admitted he didn’t know much about uncovered a number of other frictions that property owners faced when listing their properties on those sites. Each year, that number goes up a little bit. For homeowners, we don’t want them to have to do math or take a cut of what they receive.

Communication 40

Communication Math B2C Marketing 40

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

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. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

Investments 52

Investments Benchmarking Valuation Construction 52

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, relative to the plans, it wasn’t a huge participation number of just the plans themselves of 15% plans.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. One, we also saw a record number of credit card openings in Q1 and Q2.

Investments 114

Investments Marketing Profit and Loss Banking 114

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) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. Less, 20, 30%?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

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 Accounting Marketing 130

PYMNTS

JANUARY 19, 2017

It looks as though Montreal, Canada’s robust AI community has left a good impression on tech giant Microsoft. So good in fact, Fortune reported, that the company announced plans to double the size of its local AI research group, increasing the number of team members from 40 to 80. The New Puerto Rico.

Math 44

Math Manufacturing Nonprofit Startups 44

Barry Ritholtz

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. You’re actually crunching a lot of numbers. So we built, we did that for a lot of the markets.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

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. So, so you choose a number of specific industries or did you choose them? RITHOLTZ: Wild number.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. The math never seems to work out. He basically set up a foundation, joined The Giving Pledge, and became very active in both policy and entrepreneurship.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Startups Investments Healthcare 64

Barry Ritholtz

MAY 16, 2023

Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. They kept the reputation intact by communicating with their investors.

Leverage 111

Leverage Investments Valuation Finance 111

Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. If you look at the, if you look at the filing and you look at the size of the company and the revenue, the entire yearly revenue numbers would be a bad quarter right? That’s unbelievable.

Marketing 107

Marketing Treasury Banking Profit and Loss 107

Barry Ritholtz

OCTOBER 31, 2022

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. When a professor says, “Come in, we’ll talk about the assignment,” and you come in and say, “I’ve already crunched the number. There’s a number of them in our earnings index that are being overweighted.

Investments 56

Investments Marketing Numbers Finance 56

Barry Ritholtz

OCTOBER 4, 2022

I sent email to Marc Maron because he had the number one podcast. A good example of that is like you take something from a cognitive reflection testy or something — like — I’ll make it real simple so we don’t have to like do the weird math on this. It was recently number one in Vietnam. RITHOLTZ: Wow.

Entertainment 116

Entertainment Numbers Finance Math 116

Barry Ritholtz

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. So, I did the math, 20 million times a hundred.

Investments 124

Investments Math Banking Profit and Loss 124