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CFO Leadership Council Highlights Our First 10 DEI Ascend Honorees

CFO Leadership

Kim Ngyuen came to the US from Vietnam to further her education and obtained her MBA with a concentration in Accounting at Albertus Magnus College. Denye received the National Nonprofit Controller of the Year Award in 2020 and is the Co-Founder of the National Society of Black CPA’s. in Economics from UCLA and M.B.A.

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. But I’m struck as you were framing this that this basically had nothing to do with the economics of it. And the economics, they ultimately worked out long term.

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Transcript: Ted Seides

Barry Ritholtz

And it got to the point where there was the potential to do this nonprofit, like charitable bet. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. SEIDES: Yeah, that’s right. So, it cost the firm $320,000, well worth every penny? Or was this a, like, to me it sounds like the whole thing was spectacular.

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Transcript: Aswath Damodaran

Barry Ritholtz

And the second was, of course, the Warren Buffett story that came out the same week, where he essentially called people who post buybacks, you know, economically illiterate. I create these concentric circles for people who have time and say, if you have this much time, try these extra things. I mean, strong words for Buffett.

Valuation 114
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2:00PM Water Cooler 1/20/2023 | naked capitalism

CFO News Room

pic.twitter.com/tnSTf9tmAO — tern (@1goodtern) January 17, 2023 * * * • “Big Mystery Donors Fund COVID Conspiracy Nonprofit” [Walker Bragman, Important Context ]. With his Brownstone Institute, a tax-exempt, 501(c)(3) nonprofit, Tucker has sought to turn the clock back on public health—and perhaps on child labor laws as well….

Nonprofit 130