Mon.Sep 19, 2022

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Transcript: Albert Wenger

Barry Ritholtz

? ?. The transcript from this week’s, MiB: Albert Wenger, Union Square Ventures , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Valuation 119
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What (Really) Makes Advisors More Productive And The Third Kitces Research Study On Advisor Productivity

Nerd's Eye View

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively. Early on, the ‘financial plan’ was primarily used as a way to demonstrate a prospective client’s ‘gaps’ and needs for products such as mutual funds or life insurance (which the advisor would then be ready to sell to the client).

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Benefits of a Fractional CFO in a recession

CFO Share

The threat of a recession in 2023 could make you reluctant to take on new contractor expenses but engaging a Fractional CFO should be one major exception. You are missing an essential skill set for navigating a recession if your small business does not have a professional financial expert on your team. Not sure if a fractional CFO is the right hire for your business?

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Data Rooms Are Your Secret Weapon for Any Businesses on the Move. What’s the Catch?

Financial Analyst Insider

Virtual data rooms allow the secure exchange of important financial or legal documents and confidential client information. VDR provides safe access to documents for authorized. The post Data Rooms Are Your Secret Weapon for Any Businesses on the Move. What’s the Catch? appeared first on Financial Analyst Insider.

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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Webinar: AR Leading Practices (Part 2): Identifying and Addressing Working Capital Needs | October 13

Strategic Treasurer

AR Leading Practices (Part 2): Identifying and Addressing Working Capital Needs. October 13 | 2:00 PM EDT. Register Now. Date. Thursday, October 13, 2022. Time. 2:00 PM – 3:00 PM EDT. Where. This is an online event. Speakers. Anna Tallo, Deluxe Craig Jeffery, Strategic Treasurer. Sponsored By. Hosted By. 1.2 CTP re-certification credits are pending for attendance to this live webinar.

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#219 – The Strategic Treasurer Series: Mastering the Operational Role (Part 3)

Strategic Treasurer

Episode 219. The Strategic Treasurer Series: Mastering the Operational Role (Part 3). Our previous episode on treasury roles covered the differences between the strategic and operational roles. Today, we will continue the discussion by looking at mastering the operations side. Your daily operational responsibilities are the financial backbone of your business.

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Live interview with Michael Lombardi TONIGHT!

The Reformed Broker

TONIGHT AT 5:30PM EST! Michael Lombardi joins Michael Batnick and I on a special episode of Live from The Compound! Michael Lombardi is a former General Manager and three-time Super Bowl-winning NFL executive, after thirty years working for the New England Patriots, San Francisco 49ers, the Oakland Raiders, and the Cleveland Browns. He also has a top-ten sports podcast, GM Shuffle, on the Ringer podcast network.

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70: What Is Fund Investing?

Strategic Treasurer

Session 70. Coffee Break Session: What Is Fund Investing? What is fund investing? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to talk about fund investing. They discuss the various types of funds someone can invest in, the differences between those types, who uses the funds, and the risk considerations.

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Top challenges for CFOs: Talent’s the toughest task through 2023

Future CFO

Talent hiring and retention is the toughest among the top challenges for CFOs over the next 12 months, said Gartner recently. The tight labour market is part of a trifecta of factors including persistent inflation and supply chain disruptions that are set to continue challenging corporate profitability through 2023, the advisory firm noted. Gartner said it polled 234 finance leaders in July 2022 to identify the top challenges for CFOs over the next 12 months. .

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Accounting Software and ERP Readiness Guide

In this white paper, we explore the factors to consider in deciding whether the time is right for your Company to consider a new ERP or accounting software, the total cost of ownership and plans necessary to make the potential leap to these systems.

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This week’s 10-year TIPS reopening auction is worth a serious look

Tips Watch

Have you given up on longer-term Treasurys? It’s time to get back in the game. By David Enna, Tipswatch.

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Seven key actions businesses need to take now to deal with inflation

Future CFO

Inflation has taken hold globally and won’t loosen its grip anytime soon. Mike Ward, Global head of advisory, Grant Thornton International Limited outlines one of the biggest challenges facing mid-market businesses. He also provides seven key actions businesses need to take now to deal with this threat. The post Seven key actions businesses need to take now to deal with inflation appeared first on FutureCFO.

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How should I record the value of an asset, net of a customer’s partial payment?

Proformative

Our customer is paying partially for an asset we will own. Should I record the v.

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If It Sounds Too Good To Be True…

Barry Ritholtz

How would you like to buy a Rolex — brand new, with papers and box — for MSRP? Prices have skyrocketed for used timepieces, and it would be perfect to nab that Daytona or Batman you have been eyeballing all pandemic for a reasonable amount of cash. Watch Rapport (link omitted on purpose) has every Rollie for sale up for pre-order at MSRP.

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Recruit and Retain New Blue-Collar Talent

Blue-collar jobs have a branding problem. One company, GEON, partnered with Paycor to find the solution. Learn how to attract, engage, and retain blue-collar employees, helping them build meaningful careers – and support your company’s goals.

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10 Monday AM Reads

Barry Ritholtz

My back-to-work morning train WFH reads: • Most pros can’t beat the market : 2021 is the 13th consecutive years in which the majority of fund managers in this category have lagged the index. ( TKer ). • The 55-and-Older Labor Market Exodus Is a Statistical Mirage People in their late 50s and early 60s haven’t stopped working, and for those over 65, workforce participation declines have been smaller than generally portrayed. ( Bloomberg ) see also Quiet Quitting Is a Fake Trend : What peopl

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10 Sunday Reads

Barry Ritholtz

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Slow-Motion Coup Mark Danner What has Donald Trump taken from our democracy? Donald J. Trump’s essential advantage is to be always underestimated: treated as a narcissistic fop, a deranged and ignorant bull in the china shop of American governance. True, he flaunts his narcissism and mythomania with petulant and unflagging pride.

Economics 117