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

And, and our vision was to create an investment partnership like you’d find with a Wellington or a capital group with the risk management expertise of Citadel wrapped in a specialist structure at Woodline. 00:21:47 [Speaker Changed] And a lot of funds that have found success seem to have run some pretty concentrated portfolios.

Healthcare 60

Healthcare Investments Construction Concentration 60

CFO News Room

NOVEMBER 22, 2022

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. ” Matthew: It’s very risk management based. You’re obtaining clients. Matthew: Exactly.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

DECEMBER 6, 2022

BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. So I think many of these car manufacturers can see the writing on the wall. You also have an S&P 500 Covered Call.

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

APRIL 4, 2023

So you would see pretty high concentrations of, you know, $100 million, $200 million, $300 million, all essentially sitting on a single balance sheet of the bank. So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56