CFO Share
MARCH 14, 2022
QOE reports go beyond the balance sheet and profit and loss statement – they challenge the underlying data through rigorous testing and management interviews to assess accuracy, and risk. Sales concentrations and/or backlog risk. Think of a QOE report like taking a used car to the mechanic before buying it.
CFO News Room
DECEMBER 26, 2022
Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected]. Read more of Adam’s articles here.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
CFO News Room
NOVEMBER 22, 2022
Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. In fact, we probably would have been much more profitable.
Barry Ritholtz
DECEMBER 14, 2022
RITHOLTZ: Are we going to get a red flag from a compliance, or is that an official statement we could use? And it became the most profitable private equity investment ever made and — it is true. And I think about it a lot like all the research on children in school, right, the learning loss from children not being in school.
CFO News Room
NOVEMBER 5, 2022
Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected]. Read more of Adam’s articles here.
Expert insights. Personalized for you.
52 
Let's personalize your content