article thumbnail

1619 Project: A Flawed Interpretation With a Hidden Agenda (Video)

CFO News Room

Magness is Senior Research Faculty and Director of Research and Education at the American Institute for Economic Research. Prior to joining AIER, Dr. He also maintains an active research interest in higher education policy and the history of economic thought. He is also a Research Fellow at the Independent Institute. Thomas (Houston).

Education 100
article thumbnail

CFOs: What’s your plan to mitigate risks of bank failures?

Future CFO

According to a poll of more than 250 CFOs and senior finance leaders on March 13, 2023, the top actions among CFOs following the recent high-profile bank-related failures include educating their boards on current risk exposures and assessing the risk and viability of current funding sources.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The weight of upskilling in finance

Future CFO

Upskilling pace Given all the changes and shifts in the Finance function at present, Cheah believes the pace of upskilling within the team in the bid to keep up comes as a concentrated effort. He concedes that on top of the width and depth of the changes that are taking place, the pace of upskilling within the Finance team is the challenge.

Finance 98
article thumbnail

#FA Success Ep 336: Showing Prospects An (Asset) Map To Generate More Advice Engagement, With H. Adam Holt

Nerd's Eye View

In this episode, we talk in-depth about how, while working with ultra-high-net-worth clients, Adam began to draw his own financial maps to help him better visualize his clients’ complex financial situations on one page (and then realized that by showing his financial planning maps to his clients, they became better engaged in the financial planning (..)

article thumbnail

#FA Success Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals, With Ramit Sethi

Nerd's Eye View

Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich , and the owner of the online platform of the same name that offers financial education content and programs to consumers so they can get refocused on their personal finances and the things they love. Read More.

article thumbnail

Repay Holdings Seals Deal For CPS Payment Services

PYMNTS

CPS will substantially enhance our B2B offerings and will bring us the opportunity to introduce REPAY’s solutions to new verticals, including education, government and media sectors.”. “We are thrilled to announce the quick completion of the CPS acquisition,” Morris said in a press release.

article thumbnail

10 Tuesday AM Reads

Barry Ritholtz

Major coastal metros have been hubs of the kind of educated workers coveted most by high-powered employers and economic development officials. Economists have lamented the growing coastal concentration of their wealth. Now College Graduates Are Leaving, Too. A politics of resentment in America has fed on it, too.