Strategic Treasurer

JANUARY 6, 2022

Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss what RTP is and how it can be advantageous from a treasury perspective. Hey guys, welcome to The Treasury Update Podcast Coffee Break Session. Hey guys, welcome to The Treasury Update Podcast Coffee Break Session.

Treasury 52

Treasury Concentration Reconciliations Banking 52

PYMNTS

DECEMBER 14, 2020

At a time when our nation’s secrets at the NSA and Homeland Security and assets at the Department of the Treasury were able to be illicitly tapped into by foreign hackers, the security and reliability of countless other online industries and enterprises have also been brought into question.

Securities 77

Securities Concentration Economics Transportation 77

CFO Leadership

AUGUST 12, 2021

Prior to joining the AHA, Christina was vice president of finance for the Federal Reserve Bank of Chicago where she led the financial planning and analysis functions for the Chicago Fed and collaborated on projects with leaders across the Federal Reserve System. She also led the Treasury Tax initiative at Google.

Leadership 98

Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

PYMNTS

JANUARY 11, 2018

overwhelmingly plan to expand financing activity this year. According to new research from Magilla Loans , which offers an anonymous search engine data for both home and business loans, a survey of mortgage and business lenders found plans to originate more than half a trillion dollars’ worth of loans in 2018. Lenders in the U.S.

Finance 50

Finance Foreign Exchange Concentration Currencies 50

Future CFO

MARCH 7, 2021

The organisation I represent, AFP, provides training and certification to treasury and finance professionals. Look at how women become the best planner of their family trips — they ensure the best value and experience by coming up with multiple scenarios and contingency plans. Their advocacy helped me get to where I am today.

Finance 52

Finance SAP Leadership CFO 52

Future CFO

DECEMBER 18, 2020

We expect Credit and Political Risk Insurance (CPRI) to play an important and increasing role in supporting lenders in mitigating risk, overcoming concentration issues and improving capital adequacy. Most were implementing their 2020 business plans which were carefully crafted in 2019 with full assumptions and what-ifs & whatnots.

Marketing 52

Marketing Profit and Loss Finance Credit Risk 52

PYMNTS

JANUARY 22, 2021

While the corporate treasurer's fundamental role has remained steady, the treasury function has seen dramatic impacts from a changing market that is increasingly moving toward real time. But they need to be planned for.". The key to a successful technology strategy is a focus on data.

Treasury 103

Treasury Concentration Currencies Banking 103

Musings on Markets

JULY 17, 2023

In my third post at the start of 2023, I looked at US treasuries, the long-touted haven of safety for investors. In 2022, they were in the eye on the storm, with the ten-year US treasury bond depreciating in price by more than 19% during the year, the worst year for US treasury returns in a century.

Marketing 95

Marketing Treasury Currencies Valuation 95

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Future CFO

JANUARY 10, 2024

Globally, Allianz Trade is looking at an around 10% increase in 2024, which will be concentrated in the US and European markets, driven mainly by the global economy, what with the expected mild recession in Europe and the continuing Russia-Ukraine war, as well as the coming elections in the US.

Forecasting 52

Forecasting Concentration Economics Risk Management 52

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” SEIDES: I was independent. SEIDES: Oh no.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

MARCH 26, 2024

What was the original career plan? 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. You get a BA in economics and poli sci from the University of Delaware.

Investments 57

Investments Marketing Concentration Economics 57

Barry Ritholtz

DECEMBER 12, 2023

He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. And the division that I was in was below plan. Low price stock has historically had some very large concentrated positions. This is what’s wrong with concentrating in the wrong stocks. That was real money. Real money.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? And Steven Mnuchin, the Treasury Secretary, stands up and says, “You guys, you’re looking at the wrong thing. And frankly, before the pandemic, when he became Treasury Secretary, he had obviously worked on Wall Street, he’d come out of Goldman Sachs, he’d asked people.

Treasury 52

Treasury Economics Retail Entertainment 52

CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

Barry Ritholtz

DECEMBER 26, 2023

What was the original career plan? There was hardly any time for, for planning. What do you see in, in treasuries and the fixed income half of the portfolio? So I’m looking at the lowest tier of investment grade versus the 10 year yield 00:52:46 [Speaker Changed] Versus the treasury. So you get an MBA from Fordham.

Marketing 61

Marketing Leadership Finance Investments 61

Barry Ritholtz

FEBRUARY 12, 2024

What was the original career plan? You’re outperforming, you’re, you’re putting up good numbers that’s on a concentrated portfolio and it’s 10, 15, 20 stocks are the drivers. Let’s start out talking a little bit about your background. What’d you study there? Real really interesting.

Investments 114

Investments Marketing Numbers Entertainment 114

CFO News Room

DECEMBER 8, 2022

Until recently, economic central planning from the political right received far less attention than its well-known manifestations on the left. Unfortunately, an emerging faction on the political right has decided to deploy economic planning of their own as an intended countermeasure against their progressive foes.

Economics 130

Economics Education Planning Manufacturing 130

CFO News Room

NOVEMBER 19, 2022

California Releases Sweeping New Climate Action Plan to Reach Carbon Neutrality KQED (David L). The AFU command continues to concentrate forces in forward positions for a likely offensive against Melitopol. Trump’s former Treasury secretary calls G-7 Russian oil price cap ‘the most ridiculous idea I’ve ever heard’ CNBC. * * *.

Concentration 130

Concentration Treasury Securities Accounting 130

CFO News Room

JANUARY 20, 2023

Similar ideas had been proposed in a reopening plan from the Koch-funded Heritage Foundation months earlier. Saving Social Security: Eisner: “It was not God but Congress and the Treasury that determined the interest rate to be credited on the non-negotiable Treasury notes of the fund balances.”

Nonprofit 130

Nonprofit Securities Treasury Economics 130