CFO Dive

AUGUST 25, 2022

UnitedHealth CFO John Rex put the company’s business dealings with Wells Fargo ahead of ERISA obligations, the complaint alleges.

CFO 244

CFO 244

CFA Institute

AUGUST 25, 2022

Eric Sim, CFA, explains how human capital, financial capital, and social capital helped build his career in finance.

Finance 135

Finance Communication Leadership Economics 135

CFO Dive

AUGUST 25, 2022

Many CFOs during the second quarter were apparently able to pass on to consumers the rising cost of labor and materials. That may not last, Fitch Ratings said.

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141

Barry Ritholtz

AUGUST 25, 2022

Over the years, I have been involved in a fair share of investment conferences. This began with the Big Picture Conference at the New York Athletic Club, post-GFC. I had flipped bullish in March 2009, but I have vivid recollections that Fall of listening to Jim O’Shaughnessy of OSAM explain the history of markets following a 50+% crash. He was even more bullish than I was, and had the data to back it up.

Entertainment 134

Entertainment Investments Marketing Technology 134

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

Accounting Firms

CFO Dive

AUGUST 25, 2022

Departing Qurate Retail Group CFO Jeffrey A. Davis will move into the top financial seat for Dollar Tree as the discount retailer revamps its C-suite and board after cleaning executive house.

CFO 130

CFO Retail 130

CFO Dive

AUGUST 25, 2022

While more board seats are opening up due to retirements, it’s still “a competitive game” to win an offer, Allegis Partners’ Keith Meyer said.

130

130

Anaplan

AUGUST 25, 2022

Key takeaways for revenue leaders from Anaplan Live! Anaplan Live! 2022 is a wrap. Our largest live-and-in-person event since 2019 certainly did not disappoint. Over the course of three days in downtown San Jose, we hosted over 1,100 customers, over 200 members of partner organizations, dozens of Master Anaplanners, and much more. Although attendees brought […].

98

98

Nerd's Eye View

AUGUST 25, 2022

Historically, the career path for newer financial advisors has followed a commission-based model that was focused on sales and business development first and learning the technical aspects of financial planning along the way. As the financial advisory industry has evolved, though, it has shifted to a business model that focuses more on teaching new advisors how to provide good financial planning services first, and to focus on business development later.

Planning 97

Planning Communication Sales Investments 97

VCFO

AUGUST 25, 2022

This article was co-authored by Mike Wilfley , vcfo Chief Operating Officer and Executive Vice President, and Shane Gronniger, CEO for GCS Technologies. Ensuring IT Security in Small- to Medium-Sized Businesses. A decade ago, dealing with spam, avoiding worms and viruses, and keeping inappropriate images and websites out of the office environment are what held the attention of organizations and their IT departments when it came to cybersecurity.

Securities 78

Securities Prioritization Education Budgeting 78

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Accounting

Nerd's Eye View

AUGUST 25, 2022

Historically, the career path for newer financial advisors has followed a commission-based model that was focused on sales and business development first and learning the technical aspects of financial planning along the way. As the financial advisory industry has evolved, though, it has shifted to a business model that focuses more on teaching new advisors how to provide good financial planning services first, and to focus on business development later.

Planning 96

Planning Communication Sales Investments 96

Future CFO

AUGUST 25, 2022

Pay and bonus as well as job security are still the most important factors in attracting and retaining employees, said WTW recently when releasing results of a survey of 5,900 employees from six markets in Asia Pacific including Australia, China, Hong Kong, India, Japan and Singapore. In addition, flexible working and a sense of purpose are also important in a labour-tight market, the firm noted.

Healthcare 52

Healthcare Securities Marketing Numbers 52

The Reformed Broker

AUGUST 25, 2022

I will be on Portfolio Rescue TODAY at 11am EST! Ben and I will be discussing inflation-linked bonds, diversifying fixed income exposure, prospecting for younger clients as a financial advisor, selling or HODLing, allocating to bonds as a young person, and much more! Tune in and get loud in the chat! See you all there. Check out the episode afterwards on all podcast platforms if you prefer to listen!

Marketing 52

Marketing 52

Financial Analyst Insider

AUGUST 25, 2022

Buying a car is a dream that many individuals have. However, some people struggle with getting appropriate car loans when looking to buy a car. The post 4 Essential Tips To Get A Car Loan If You Have Bad Credit appeared first on Financial Analyst Insider.

Financial Analyst 52

Financial Analyst 52

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The Reformed Broker

AUGUST 25, 2022

Bank of America downgrades the homebuilders from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

Banking 52

Banking 52

Reval

AUGUST 25, 2022

LONDON – 25 August 2022: ION, a global provider of trading, analytics, treasury, The post ION MarketFactory wins ‘Best FX Technology Provider’ at FX Markets Asia Awards appeared first on ION.

Technology 52

Technology Marketing Treasury 52

ION Group

AUGUST 25, 2022

LONDON – 25 August 2022: ION, a global provider of trading, analytics, treasury, The post ION MarketFactory wins ‘Best FX Technology Provider’ at FX Markets Asia Awards appeared first on ION.

Technology 52

Technology Marketing Treasury 52

Future CFO

AUGUST 25, 2022

During the first quarter of 2020, while China, the UN World Health Organisation and the United States were arguing about the origins of the severe acute respiratory syndrome coronavirus 2 (SARS-CoV-2) virus , some countries in Asia, and likely in other parts of the world, were oblivious to the disruption that was coming. It was for many in the Philippines business as usual.

Finance 40

Finance CFO Accounting Leadership 40

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

Accounting

Barry Ritholtz

AUGUST 25, 2022

My morning train WFH reads: • Thursdays really are the new Fridays.Work patterns we thought might fade as Covid rules eased are actually intensifying. ( Financial Times ). • Big Oil’s Message to Investors: You’re Too Pessimistic : Despite the recent rally, crude prices are down for August, and data suggests investors have reduced their involvement in commodity markets. ( Wall Street Journal ) see also Saudi Arabia’s EV Battery Bets Are a Warning Apart from China, no country has managed to achi

Manufacturing 69

Manufacturing Investments Marketing 69