PYMNTS

JUNE 28, 2016

Amazon has already done its part to disrupt one aspect of the educational industry by opening up the previously narrow textbook resale market. However, Amazon’s education division has even bigger plans for the classroom itself. Amazon Inspire was created as part of the U.S.

Education 46

Education Leverage eCommerce Planning 46

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. My guest on today's podcast is Jim Ludwick.

Leverage 97

Leverage Prioritization Sales Education 97

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. My guest on today's podcast is Thomas Kopelman.

Prioritization 87

Prioritization Marketing Planning Education 87

Nerd's Eye View

MARCH 21, 2023

Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms. My guest on today's podcast is Brenda Hiscock.

Education 98

Education Math Planning Leverage 98

Nerd's Eye View

JUNE 6, 2023

Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 Welcome back to the 336th episode of the Financial Advisor Success Podcast ! million users.

Concentration 91

Concentration Education Planning Compliance 91

CFO Talks

JUNE 7, 2024

Key Takeaways from the Interview: Educational Foundation and Early Career Influences: Pamela started her career with a strong educational foundation, gaining a BCom Honors in Accounting and serving her articles at PKF Durban.

Leadership 52

Leadership CFO Entertainment Education 52

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

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

Nerd's Eye View

DECEMBER 20, 2022

In this episode, we talk in-depth about how, as Emily progressed in her career from working on 401(k) plans to focusing on financial planning, she faced challenges and eventual burnout while building a successful financial planning offering in a firm that was still primarily focused on 401(k) plans first and foremost and didn’t want to allocate (..)

Education 96

Education Planning Advertising Leverage 96

Nerd's Eye View

DECEMBER 16, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks.

Practice Management 96

Practice Management Education Leverage Planning 96

Nerd's Eye View

JULY 19, 2022

Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households. Welcome back to the 290th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andrew Komarow.

Leverage 96

Leverage Planning Education Investments 96

Future CFO

JUNE 9, 2024

Julia Simatupang (JS): A typical day for me involves a blend of strategic planning, team management, stakeholder engagement, and operational oversight. That was followed by meetings with various stakeholders, including our members, university/education institution partners, government officials, and industry leaders.

Leadership 52

Leadership Strategic Planning Finance Education 52

Nerd's Eye View

MAY 7, 2024

What's unique about Hannah, though, is how she began her career in retail banking, where she rotated positions from lending to working as a teller and eventually becoming a bank-based financial advisor, and then, after realizing she would benefit from time spent learning from a more senior advisor than just continuing to work with her bank clients, (..)

Banking 85

Banking Education Leverage Retail 85

CFO Network

FEBRUARY 26, 2024

Educate Yourself and Seek Professional Help 13. A budget helps you plan, allocate resources wisely, and set financial goals. Use credit sparingly and always have a plan for repaying any borrowed funds. The Power of Technology Leverage technology to simplify your cash flow management. Embrace the Power of Budgeting 6.

Budgeting 52

Budgeting Education Forecasting Invoicing 52

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

Nerd's Eye View

JANUARY 3, 2023

My guest on today's podcast is Sue Chesney.

Planning 52

Planning Education Leverage 52

CFO Simplified

MARCH 11, 2024

Incentive Plans. in order to motivate employees and tie their efforts with company goals, consider developing or strengthening your existing performance-based incentive plans. This is a low hanging fruit and quick hit with lots of leverage. Health and Welfare Plans. Training and Development.

Communication 52

Communication Prioritization Leverage Healthcare 52

CFO Share

MAY 10, 2024

By leveraging the detailed financial data they maintain, you can create a 13-week cash flow forecast that provides valuable insights into your upcoming cash obligations and helps you make better-informed decisions. In fact, I never forecast cash flow without bookkeeping help – their insights are too valuable to ignore.

Forecasting 52

Forecasting Cash Flow Forecasting Invoicing Accounts Payable 52

Barry Ritholtz

MAY 16, 2023

Bloomberg ) • The audacious plan to trigger Credit Suisse’s CDS : Can a bond that no longer exists trigger a default? Major coastal metros have been hubs of the kind of educated workers coveted most by high-powered employers and economic development officials. Social Leverage recently launched its 4th fund.

Concentration 101

Concentration Leverage Economics Education 101

CFO Talks

FEBRUARY 9, 2024

Critical challenges for CFOs: CFOs face significant challenges in figuring out how to spend money on cybersecurity and setting up plans to respond to cyber threats early. Balancing the need for cybersecurity measures with budgetary constraints requires careful strategic planning and resource allocation.

CFO 52

CFO Strategic Planning Leadership Education 52

PYMNTS

APRIL 13, 2020

Last week, The Toy Association , which produces the mega-sized New York Toy Fair, announced plans for “ Toy Fair Everywhere.” Two additional weeks are planned for Aug. It will also present educational sessions both live and pre-recorded. These three virtual market weeks can help answer member and toy community needs.

Education 102

Education Entertainment Sales Leverage 102

The Charity CFO

NOVEMBER 20, 2023

The synergy between departments is only one piece of the overall planning process. Finally, when it comes to proactively planning for Giving Tuesday, numbers matter. Groups that started planning early saw 60% more raised YTD on the Monday prior to Giving Tuesday than those that did not plan as early.

Nonprofit 52

Nonprofit Problem Solving Education CFO 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

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. Leveraging Technology: In today’s data-driven environment, tasks that involve implementing or improving technological solutions should be high on the CFO’s priority list.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

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

CFO News Room

NOVEMBER 12, 2022

Resiliency is more than just protection; it’s a plan for recovery and business continuation. Building resiliency in an organization requires proper oversight from the boardroom based on a clear plan built on business and economic analysis. Here are a few stories about how companies we studied have done this.

Risk Management 130

Risk Management Planning Investments Economics 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

Barry Ritholtz

MAY 17, 2023

New York Times ) • The Return to the Office Has Stalled : Offices remain half empty as companies settle into hybrid work plans. He is the founder and CIO of Social Leverage , where he makes early-stage investments. Social Leverage recently launched its 4th fund. Wall Street Journal ) see also Is 50% the New (Metro) RTO?

Leverage 55

Leverage Treasury Education Investments 55

Strategic Treasurer

AUGUST 15, 2022

During uncertain times, treasury teams must be on the frontlines to plan for business continuity by monitoring external factors such as seasonality, currency fluctuations, and broad economic indicators. Forecasting cash flow and strategic planning have never been more important. CPE credits.

Treasury 52

Treasury Forecasting Strategic Planning Leverage 52

PYMNTS

AUGUST 3, 2020

These “smart DDAs” leverage the Google Pay front end and existing compliant bank account infrastructure to provide consumers with an end-to-end view of their money to more efficiently budget and plan their spend. BankMobile, a division of Pennsylvania-based Customers Bank, serves about one in every three U.S.

Accounting 95

Accounting Banking Budgeting Leverage 95

The Finance Weekly

JUNE 17, 2024

Financial planning and analysis (FP&A) is important in automating all of the manual tasks in the finance department and giving everyone greater insights into the data. FP&A not only supports business and financial decision-making but also provides management with insights into the organization’s strategic plans and investments.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 52

Future CFO

APRIL 22, 2024

He explains that from his perspective, one of the biggest challenges is to evolve from where they were—considering how they have been educated in schools. Upskilling and leveraging on technology such as automation to AI is the ability to adapt and harness the potential of technology and digital transformation against a manual task,” he adds.

Finance 98

Finance Budgeting Accounts Payable Concentration 98

CFO News Room

DECEMBER 21, 2022

Royal Canin, a leading pet food provider, effectively recruited and engaged with members in the Alibaba ecosystem using techniques that included scenario profiling, rich educational content, and benefits specifically aimed at new members, such as free medical checkups for pets. The efforts have yielded record customer engagement.

Sales 100

Sales Benchmarking Entertainment Retail 100

Future CFO

DECEMBER 21, 2022

For markets such as Singapore and Hong Kong, the study also revealed that there are clear opportunities for organisations to measure the business impact of DEI and leverage data to track their DEI progress more effectively, the firm said. Study highlights.

Education 52

Education Budgeting Leverage Investments 52

CFO News Room

DECEMBER 18, 2022

Several experts have offered useful pieces of advice on educating oneself, accepting feedback , paying attention to patterns of inequality in one’s workplace, and recognizing one’s own privilege. One exemplar, educator and equity consultant Paul Gorski, noted that allies stagnate if they do not have the humility to continuously learn.

Construction 130

Construction Problem Solving Education Management Consulting 130

Collectiv

FEBRUARY 2, 2022

Neglecting adoption as part of your implementation plan makes it difficult to integrate Power BI use into the company culture and realize the company’s initial investment. 27% of companies attribute adoption success to leveraging power user groups, or PUGs, to encourage adoption across their teams.

Education 52

Education Benchmarking Prioritization Data Analysis 52

PYMNTS

OCTOBER 9, 2020

Bicoastal venture-capital firm Greycroft raised $680 million that it plans to split between early stage startups ($310 million) and growth-stage startups ($370 million). It will use proceeds to leverage technology and invest in innovative ideas to drive the long-term health and wellness of all citizens. The SPAC Attack.

Investments 78

Investments Nonprofit Startups Economics 78