Nerd's Eye View

OCTOBER 31, 2023

What's unique about Jon, though, is how he has carefully vetted and curated his advisor tech stack of third-party software to provide a strong "high-tech" client experience… and has paired the technology with what he calls a "Client Concierge" staff member who leverages a series of internal checklists they've developed to ensure that every client (..)

Education 83

Education Leverage Planning Investments 83

CFO News Room

NOVEMBER 27, 2022

Collaborations allow corporations to leverage nonprofits’ capabilities and reputation when launching new products and services. Cleveland Clinic is a nonprofit medical center that integrates clinical and hospital care with research and education. Opportunity #1: Consider nonprofit partnerships to support product launches.

Nonprofit 130

Nonprofit Leverage Education Communication 130

PYMNTS

JULY 10, 2020

Fraudsters who manage to gain access to customers’ banking profiles in this manner can then set new usernames and passwords, Leblond explained, allowing them to leverage those credentials to tap into the accounts whenever they want while locking out legitimate users.

Education 53

Education Securities Leverage Banking 53

Nerd's Eye View

OCTOBER 3, 2023

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

Education 94

Education Planning Leverage Technology 94

Nerd's Eye View

APRIL 18, 2023

In this episode, we talk in-depth about how Charesse developed her approach of not only evaluating an advisory firm’s technology, but also their processes and systems, and incorporates the importance of training the firms’ teams to implement best practices within their existing system, how Charesse defines her three pillars of operations (..)

Education 98

Education Leverage Leadership Technology 98

PYMNTS

JANUARY 15, 2021

A lot of what we’ve done is educate them on how we do things internally and how it’s worked out well for us in our growth,” O’Brien said. It’s about helping companies quickly implement some of those best practices, such as video interviewing, so they can move ahead swiftly to keep up with their goals.” .

Leverage 60

Leverage Entertainment Healthcare Education 60

Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Leverage 93

Leverage Prioritization Sales Education 93

Future CFO

APRIL 24, 2024

Intel is a prime example of an organisation effectively leveraging AI and automation to streamline the intricate process of updating product codes for global shipments. New context-grounding capabilities are also helping finance teams educate generative AI models by feeding a foundation of business context when users submit their prompts.

SAP 98

SAP Finance Invoicing CFO 98

PYMNTS

APRIL 25, 2017

Reveal Mobile, a leading innovator in monetizing location-based audience data, announced the launch of Social Direct, a platform that enables advertising agencies, retailers and brands to leverage location-based audience data for highly targeted social media campaigns.

Leverage 46

Leverage Advertising Education Marketing 46

Nerd's Eye View

MARCH 21, 2023

What's unique about Brenda, though, is how she not only came to the financial services industry without any financial background, but did so despite a very financially challenging upbringing, and while navigating challenges of homelessness, bankruptcy, and alcoholism in her 20s, through which she not only persevered and rose through the ranks as a (..)

Education 98

Education Math Planning Leverage 98

CFO News Room

FEBRUARY 6, 2022

Within infrastructure, one of the key focus areas is leveraging multimodal transport infrastructure to reduce logistics costs, thereby improving India’s overall competitiveness. State governments are likely to play a larger role in sectors like urban infrastructure, irrigation, health and education, which fall under their jurisdiction.

Budgeting 130

Budgeting Leverage Transportation Finance 130

CFO Network

FEBRUARY 26, 2024

Educate Yourself and Seek Professional Help 13. The Power of Technology Leverage technology to simplify your cash flow management. Educate Yourself and Seek Professional Help Don’t hesitate to invest in your financial education. Embrace the Power of Budgeting 6. Monitor and Forecast Cash Flows 7. Conclusion 14.

Budgeting 52

Budgeting Education Forecasting Invoicing 52

CFO Talks

MARCH 20, 2024

The Chartered Institute for Business Accountants (CIBA) leveraged the research as a foundation to develop its Chartered CFO designation. However, education and mentorship are also important for developing specific skills. They leverage their financial acumen to enhance business performance and shareholder value.

CFO 52

CFO Compliance Performance Measuring Education 52

CFO News Room

JANUARY 13, 2023

Philanthropies — be it private foundations, corporate and family funders, LLC’s, or other vehicles for giving — often struggle with the same set of fundamental questions: Are we best leveraging our resources and capabilities to not only fulfill our mission but also bring transformational change to the people and communities who need it most?

Prioritization 130

Prioritization Communication Leverage Leadership 130

Nerd's Eye View

JANUARY 16, 2024

Thomas is the co-founder of AllStreet Wealth, a financial planning firm for millennial business owners and those with equity comp based in Indianapolis, IN, that has quickly grown to more than $500,000 of run-rate revenue generated from serving 70 ongoing client households.

Prioritization 81

Prioritization Marketing Planning Education 81

Future CFO

FEBRUARY 21, 2024

It's a compelling and exciting call to action for organisations, individuals and future professional talent to leverage these technologies, enhancing analytical capabilities and strategic insights."

Problem Solving 52

Problem Solving Education Finance Communication 52

CFO News Room

FEBRUARY 6, 2022

They are looking to educate people because not a lot of people have heard of these companies, and there is still some confusion about what crypto even is,” he said. Binance will encourage people to educate themselves about crypto investing. “I But DeFi is still in its early stages, which means there are risks. WSJ explains.

Advertising 130

Advertising Education Investments Leverage 130

Future CFO

JULY 25, 2023

What CFOs should educate CEOs and the board about Balancing future growth investments and CEO expectations while still tightly managing cost and cashflow, is the tightrope CFOs must walk in the back half of 2023, said Alexander Bant, Chief of Research with the Gartner Finance practice. “The

CFO 52

CFO Education Restructuring Leverage 52

Nerd's Eye View

JUNE 6, 2023

And be certain to listen to the end, where Adam shares how he didn’t initially think Asset-Map would grow beyond his practice but found that having mentors and hiring the right people for the right roles helped support his journey and get him where he is today, why Adam encourages advisors looking to launch their own fintech companies to pursue (..)

Concentration 84

Concentration Education Planning Compliance 84

Barry Ritholtz

MAY 16, 2023

Major coastal metros have been hubs of the kind of educated workers coveted most by high-powered employers and economic development officials. He is the founder and CIO of Social Leverage , where he makes early-stage investments. Social Leverage recently launched its 4th fund. Now College Graduates Are Leaving, Too.

Concentration 102

Concentration Leverage Economics Education 102

Nerd's Eye View

DECEMBER 16, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase.

Practice Management 92

Practice Management Education Leverage Planning 92

CFO News Room

JANUARY 18, 2023

Leveraging alternate methods, such as alumni networks and gig workers, to bring in workers with specific skills for high-priority tasks when new headcount is not an option. As more organizations leverage AI in recruiting, the ethical implications of these practices have become more urgent.

Prioritization 130

Prioritization Auditing Education Communication 130

Barry Ritholtz

JANUARY 21, 2023

Prior to founding New Mountain Capital in 1999, Klinsky was co-founder of the leveraged buyout group at Goldman Sachs, where he helped execute over $3 billion of pioneering transactions for Goldman and its clients. He also explains how Forstmann Little was the white shoe alternative to the firms doing junk bond financing.

Leverage 60

Leverage Education Economics Finance 60

Nerd's Eye View

JULY 19, 2022

In this episode, we talk in-depth about how being diagnosed with autism as an adult helped Andrew understand himself better and realize he had an opportunity to niche-focus his firm to serve clients who are also neurodivergent adults, how the combination of creating a separate website for Planning Across the Spectrum and leveraging a Facebook group (..)

Leverage 91

Leverage Planning Education Investments 91

CFO News Room

JANUARY 3, 2023

Sue is the owner of Delegated Planning, which offers virtual outsourced financial planning support to 55 advisory firms, and the co-founder of Planning Zoo, an outsourced financial planning data entry business that helps current and recently graduated students from college CFP educational programs connect with advisory firms that need paraplanner support (..)

Planning 130

Planning Education Leverage 130

PYMNTS

JANUARY 14, 2021

Forty-two percent of respondents report using mobile apps as their main source for financial education, and 36 percent report using social media to learn about financial products. To learn how financial services firms are leveraging digital tools such as contextual video to engage with customers, download the report.

Banking 89

Banking Leverage Education Retail 89

PYMNTS

APRIL 13, 2020

It will also present educational sessions both live and pre-recorded. The events will leverage the association’s technology connectivity platform as well as virtual event company Balluun. Attendees will receive a calendar of daily events, browse exhibitors by category and book appointments for virtual demos and chats.

Education 102

Education Entertainment Sales Leverage 102

PYMNTS

SEPTEMBER 5, 2019

The new process will help funds to arrive on time and in full, without hidden charges to the educational institution. “We By simplifying payment tracking and reconciliation, TRUE North’s education institutions can free up valuable financial and administrative resources.”. “By

Education 61

Education Reconciliations Currencies Leverage 61

Nerd's Eye View

DECEMBER 20, 2022

We also talk about how, in the very early stages of her career and immediately after finishing an internship for an insurance agency, Emily realized that even though the agency was already creating flyers and literature promoting her as a “financial advisor”, she was too young and inexperienced to truly take on that role, and decided to (..)

Education 91

Education Planning Advertising Leverage 91

Strategic Treasurer

MAY 22, 2023

This webinar will discuss treasury’s situation and several imperatives: leveraging the technology for flexibility, insight, visibility, efficiency, and control, as well as the need to scale up defensive technology and tactics to combat fraud. Gain understanding regarding the fraud threat to payments.

Treasury 52

Treasury Leverage Education Technology 52

CFO Talks

FEBRUARY 9, 2024

Consider leveraging automation and artificial intelligence to enhance threat detection and response capabilities. Employee Training and Awareness Invest in cybersecurity training programs to educate employees about cyber risks and best practices for safeguarding sensitive information.

CFO 52

CFO Strategic Planning Leadership Education 52

Strategic Treasurer

APRIL 20, 2023

This webinar will discuss ways of leveraging technology and using efficient organizational strategies to manage working capital effectively even with limited human resources. Gain understanding regarding how to leverage technology to improve working capital management. Topics covered will include the following: Measuring what matters.

Leverage 52

Leverage Education Finance Economics 52

CFO News Room

FEBRUARY 3, 2022

Alphabet leverages its various platforms and services to generate a substantial portion of its revenue from advertising. Alphabet leverages its search, web browsing, mobile operating systems, and cloud computing to make money through the sale of advertising and various service fees. Major competitors include Amazon.com Inc.

Profit and Loss 130

Profit and Loss Advertising Leverage Entertainment 130

Future CFO

AUGUST 16, 2023

These virtual worlds are likely to remain independent silos as private companies seek to recoup their investments by leveraging the value of the underlying data sets, Bain pointed out. Although gaming is currently the leading consumer metaverse application, immersive fitness and entertainment could also be compelling in the medium term.

Entertainment 52

Entertainment Healthcare Education Manufacturing 52

Barry Ritholtz

MAY 17, 2023

Treasury : How a small-town auto mechanic peddling a green-energy breakthrough pulled off a massive scam ( The Atlantic ) • The case for financial literacy education : The damage wrought by a lack of financial literacy extends beyond the individual — to companies and even to the economy. Social Leverage recently launched its 4th fund.

Leverage 56

Leverage Treasury Education Investments 56

PYMNTS

FEBRUARY 27, 2020

Others, like Dropbox, are leveraging password encryption matching, and extensive employee education on best practices. Dropbox Leverages A Three-Pronged Approach To Fight Digital Fraud. Many of these companies are turning to new and innovative techniques, such as machine learning, to counter this threat.

Education 60

Education Nonprofit Leverage Securities 60

Future CFO

JANUARY 16, 2024

CFOs are also turning their gaze inwards, focusing on employee education and policy compliance. In a market where every penny counts, CFOs are leveraging their companies’ travel volume to secure more favourable rates from airlines, hotels, and car rental firms.

Cost Management 52

Cost Management Budgeting Compliance Education 52