Nerd's Eye View

JULY 26, 2022

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

Planning 88

Planning Problem Solving Profit and Loss Prioritization 88

CFO Talks

FEBRUARY 10, 2023

By Jeff Ryan , MD of AWCape, a Platinum Sage business partner for HR, payroll and financial solutions South Africa’s Budget Speech for 2023 is an eagerly anticipated event for CFOs and financial leaders alike, as it provides insight into the government’s economic priorities and plans for the year ahead.

Budgeting 52

Budgeting Profit and Loss Forecasting Prioritization 52

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. And as the economic recovery continues and business operations slowly return to normal, the digital surge shows no signs of slowing down. But what happens to humans when the bots take over? 1 – Move your data to the cloud.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

CFO News Room

DECEMBER 23, 2022

A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

DECEMBER 30, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. And while this monetary investment might seem risky during the current economic and market environment, getting in the right headspace could pay off in significant returns when conditions do improve!

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

DECEMBER 28, 2022

Nevertheless, the IRS must still formally approve what constitutes an “election”, custodians will have to update documents and procedures, and employers will have to educate plan participants about any new options they may have. higher education or deductible medical expenses) or experience certain events (e.g.,

Planning 130

Planning Securities Accounting Tax Planning 130