CFO Dive

SEPTEMBER 7, 2022

David Zimbrick will depart after two decades at Steptoe & Johnson in favor of the CFO seat at Ogletree.

CFO 261

CFO 261

Barry Ritholtz

SEPTEMBER 7, 2022

?. The transcript from this week’s, MiB: Lynn Martin, President of the NYSE , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: I’m Barry Ritholtz.

Marketing 122

Marketing Communication Math Technology 122

CFO Dive

SEPTEMBER 7, 2022

Former Extreme Reach CFO and KPMG alum Jorge Martell will take cybersecurity firm OneSpan’s financial reins from interim CFO Jan Kees van Gaalen.

CFO 144

CFO 144

Barry Ritholtz

SEPTEMBER 7, 2022

My mid-week morning train WFH reads: • Interest Rates vs. Inflation The average yields savers earned in the 1980s were higher than inflation, including education, healthcare and housing prices. Average yields remained above healing CPI numbers throughout the 1990s and 2000s. ( A Wealth of Common Sense ) see also Your guide to ‘good news is bad news’ and ‘bad news is good news’ High inflation has made for unusual times. ( TKer ). • The Obscure Economist Silicon Valley Bi

Healthcare 121

Healthcare Education Marketing Numbers 121

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Accounting

CFO Dive

SEPTEMBER 7, 2022

S&P 500 companies for the second quarter reported their lowest growth in earnings on an annual basis since the fourth quarter of 2020, FactSet said.

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Nerd's Eye View

SEPTEMBER 7, 2022

Tax-loss harvesting – i.e., selling investments at a loss to capture a tax deduction while re-investing the proceeds to maintain market exposure – is a popular strategy for financial advisors to increase their clients’ after-tax investment returns. For many, however, tax-loss harvesting remains somewhat more of an art than a science: Because the value of harvesting losses is so dependent on an individual’s own tax situation, there is no single strategy that can be impleme

Tax Planning 98

Tax Planning Investments Sales Planning 98

CFO Selections

SEPTEMBER 7, 2022

Raising capital for startups can be challenging. Every startup founder is sure their company will be the next unicorn. But lenders are understandably skeptical. After all, statistics prove that more than two-thirds of startups never deliver a positive return to investors. Assuming you have the right combination of “horses” (opportunities) and “jockeys” (business leaders), all you need is funding to move your venture in the right direction and race past the competition.

Startups 52

Startups 52

Anaplan

SEPTEMBER 7, 2022

An ocean of ink (virtual and otherwise) has been spilled about the chronic misalignment between sales and other parts of the organization – especially marketing, finance, and IT. The problem, often, is that sales uses its own metrics to measure its own performance, too often without visibility into the metrics or performance of other parts […].

Sales 52

Sales Finance Marketing 52

Driven Insights

SEPTEMBER 7, 2022

Picture this: you walk into your monthly board meeting, exchange hellos, and then you get hit with this question — “what did we book last month?”. Both your CEO and Head of Sales each give different answers, and it becomes clear to your board and investors that you’re playing a guessing game with your predicted future revenue growth.

Sales 52

Sales 52

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The Charity CFO

SEPTEMBER 7, 2022

In this episode, Tosha will walk you through the most common misconceptions about nonprofit audits to let you know exactly what you can expect (and NOT expect) from a nonprofit audit before you commit. Audits scare the daylights out of nonprofit founders. But at The Charity CFO, Tosha and her team need to prepare 50+ nonprofit partners for audits every year.

Nonprofit 52

Nonprofit Auditing CFO Accounting 52

Driven Insights

SEPTEMBER 7, 2022

Picture this: you walk into your monthly board meeting, exchange hellos, and then you get hit with this question — “what did we book last month?”. Both your CEO and Head of Sales each give different answers, and it becomes clear to your board and investors that you’re playing a guessing game with your predicted future revenue growth.

Sales 52

Sales 52

Future CFO

SEPTEMBER 7, 2022

The finance profession will see new roles created out of sustainability needs, said the Institute of Singapore Chartered Accountants (ISCA) recently. According to to “Sustainability – Jobs and Skills for the Accountancy Profession”, a joint study by ISCA, EY, Singapore Management University (SMU) and Singapore Accountancy Commission (SAC), the chief finance & sustainability officer (CFSO) is an emerging C-suite position.

Finance 52

Finance Auditing Corporate Finance Accounting 52