CFO Talks

MARCH 14, 2024

CFOs can support ongoing education and exposure to new trends and technologies, ensuring that the organization remains agile and responsive to changes in the market. Building Flexible Financial Models: The ability to quickly adapt to changes is a competitive advantage.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Boston Startup CFO

JULY 10, 2016

It is not just about building a fully integrated financial model and making a financial decision based on whether or not the output cell is green or red. Despite that, they signed up for the challenge and have been amazing partners in helping to educate me on our business while also allowing me to effect change.

CFO 52

CFO Startups Communication Financial Modeling 52

Future CFO

OCTOBER 20, 2021

This made me decide to pursue my education in accounting. Can you briefly describe your finance career journey and one or two highlights along the journey? Woranat Dumrongsiri (WD): My interest in finance began in high school. I started to like numbers and did very well in Math.

CFO 52

CFO Leadership Finance Problem Solving 52

CFO News Room

DECEMBER 22, 2022

Have fun : If you look at the joy that young children show when they learn something new, it is obvious that human beings enjoy learning (though our education systems are often designed to stamp out that joy). I want my classes to be meaningful, impactful and profound, but I also want them to be fun.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

BlueLight

JUNE 5, 2020

Expertise includes early stage technology development, strategic business planning, economic and financial modeling, recruiting and executive team building, fund raising, incubating startups, investing across company stages and board level advising.

Startups 52

Startups Technology Investments Finance 52

Musings on Markets

DECEMBER 21, 2022

Have fun : If you look at the joy that young children show when they learn something new, it is obvious that human beings enjoy learning (though our education systems are often designed to stamp out that joy). I want my classes to be meaningful, impactful and profound, but I also want them to be fun.

Corporate Finance 89

Corporate Finance Valuation Finance Financial Analysis 89

Centage

AUGUST 8, 2023

Excel requires a lot of specialized knowledge and managing financials within it can be particularly brittle and unreliable. Multiple Users and Sharing Spreadsheets In the early days of a company’s life cycle, it can easily set up its financials in a single workbook on a single budget spreadsheet.

Budgeting 98

Budgeting Planning Forecasting Financial Modeling 98

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? This would have impacts across the board.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? This would have impacts across the board.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

PYMNTS

FEBRUARY 4, 2019

As part of the loan application process, LoanSnap underwriters use AI and data pulled from a variety of application program interfaces ( APIs ) to build a financial model for the borrower. However, the reality is that this is a big ask, even for financially sophisticated consumers. Something, Jacob said, most consumers lack.

Restructuring 49

Restructuring Financial Modeling Education Forecasting 49

The Charity CFO

APRIL 15, 2022

I mean, we see our clients constantly struggling, um, to find clinicians, uh, you know, educators, administrators, all sorts of backgrounds. And there’s the other 20% of us that really like financial modeling and yeah. Geeking out on Excel spreadsheets. Uh, I’m definitely that one. Triná Owens: I love a spreadsheet.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

The Finance Weekly

JULY 31, 2023

As a seasoned finance leader in telecommunications, retail, technology, and legal sectors, Glenn envisions transforming the role of Chief Financial Officer (CFO) from being a historical reporter to a strategic forward-thinker. Nicholas Boucher, a Finance Leader and Educator also participated in the webinar.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

CFO News Room

NOVEMBER 1, 2022

And I get many more questions about implementation than I do maintaining a financial model. I pay for their continuing education. And so, yeah, I mean, there might be some clients that I’ll go in and tweak their… Maybe I’ll get two or three different versions over the 12 months. Mindy: Yeah.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

APRIL 4, 2023

KENCEL: — or somebody who’s a teacher, and so I’m passionate about education. They used to call it the model room and everybody would go in there, and we would all compete for who had the most technologically advanced financial models and it was all about the numbers. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56