CFO Simplified

SEPTEMBER 16, 2022

Utility companies for electricity, water, and natural gas used in the manufacturing process. Today, we want to introduce one high-level principle that should be used within any business to manage, direct and control the outflow of cash: The “three-way match ” or “triple match.”. Internal Controls and Risk Management in a Business.

Accounts Payable 52

Accounts Payable Invoicing Risk Management Accounting 52

CFO News Room

NOVEMBER 21, 2022

Increasing Efficiency And Output Using An Assembly Line Manufacturing Approach To Financial Planning. Before Henry Ford developed the assembly line method of automobile manufacturing in 1913, cars were built in their entirety one at a time. So instead of always feeling busy, advisors and their staff only have certain busy seasons.

Planning 130

Planning Concentration Communication Tax Planning 130

Barry Ritholtz

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. 00:22:29 [Speaker Changed] So less concentrated exposure. What do you do in terms of risk management?

Healthcare 61

Healthcare Investments Construction Concentration 61

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. But that means if you’re in a company that, at the end of the day, manufactures product, the people in those groups tend to be people that move a lot of the product because that’s the business of the company.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

APRIL 4, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57