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Weekend Reading For Financial Planners (September 2-3)

Nerd's Eye View

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

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10 Thursday AM Reads

Barry Ritholtz

Institutional Investor ) • What to Do With a 45-Story Skyscraper and No Tenants : HSBC’s plan to leave its Canary Wharf tower for a smaller site shows the global challenges ahead in repurposing unwanted office space for a post-pandemic world. The post 10 Thursday AM Reads appeared first on The Big Picture.

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Clint Rogers Joins vcfo Austin as Senior Consultant

VCFO

Clint Rogers is a senior finance professional with more than 20 years of experience overseeing financial teams and guiding them through strategic planning, analysis, and forecasting in order to increase revenue and profitability. vcfo Austin team expands to include Clint Rogers, Senior Consultant.

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Set up dynamic update of data model structure

Spreadym

In fact, corporate budgeting tools or production planning software are always constructed on the basis of metadata, like data directories. To read how the automation of strategic planning was carried out by Spreadym, inc in a Grocery Retailer follow the link. Stores can be categorized into a chain: area-region-country.

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HR Involvement Early in M&A

VCFO

Setting the Stage for Secure and Constructive Engagement Throughout successful M&A deal processes, HR serves as a facilitative function. In these instances, the people picture usually isn’t painted much beyond basic information, like the number of employees involved and where those employees are located.

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The COVID-19 Grinch That Tried (And Mostly Failed) To Steal Christmas 

PYMNTS

Knowing the unique constraints the industry is facing this peak season, we worked with our carriers early on to collectively build a strategic plan of execution,” a Gap spokeswoman told The Wall Street Journal. In total New York fashion, I’ll be having some work done … I’m currently under construction,” the tree “wrote” on the blog.

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SAP Singapore MD:  Psychological safety, kindness matter in today’s workplace

Future CFO

My greatest strengths lie in customer management and strategic planning. I provide constructive feedback and create an environment where team members feel comfortable approaching me with their concerns and aspirations. I pay this forward by being an accessible leader who fosters open and honest conversations.

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