CFO Talks

JULY 29, 2025

Currently serving as Chief Financial Officer at Kia South Africa, Nafisa has led finance transformation efforts across strategic planning, compliance, and operational control. I have always enjoyed Math and Accounting in school, my dad was a bookkeeper and I think this is where it started. and not at school yet.

CFO

CFO News Room

NOVEMBER 29, 2022

And so, finding the right person…and I’m happy to say so far, I think he has been a fantastic fit for our team and will really be able to help us grow and add that strategic planning component to the practice. So, his role in what I wanted to bring him on was somebody to have a component of strategic planning involved.

Leverage

CFO News Room

FEBRUARY 2, 2022

Michael: Well, relative to Zoe just makes things appear on your calendar and rough math, 20 to 30 leads a month can be 6 to 9 new clients a month, and so just you’re answering your phone and Zoe is making 6 to 9 new clients a month appear. Now, for a big firm, like you said, that math can work out really quickly.

Planning

CFO News Room

NOVEMBER 17, 2022

And by identifying how to break up their process into smaller, more manageable steps and keeping the potential failure of each particular step in perspective, advisors can more easily see their plan through. We like to think about things, we like to research, we like to check things out, compliance. What are the ways we hide?

Planning

Barry Ritholtz

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Concentration