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

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.

Planning 95

Planning Problem Solving Profit and Loss Prioritization 95

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. Welcome back to the 346th episode of the Financial Advisor Success Podcast !

Leverage 97

Leverage Prioritization Sales Education 97

CFO News Room

FEBRUARY 6, 2022

Those looking for insight on saving for college may want to check out The Price You Pay for College by Ron Lieber, which explains the financial aid process and the monetary implication of various educational paths. Let’s face it: The mere thought of paying for higher education someday can put more than a few parents into a cold sweat.

Education 130

Education Budgeting Nonprofit Prioritization 130

VCFO

AUGUST 25, 2022

Planning and Prioritizing IT Security Improvement. From there, a plan can be developed to incorporate the needed measures sensibly. Working the Plan and Implementing Controls. This is why it is important to educate users on the range of risks they may encounter and how to approach day-to-day device usage.

Securities 79

Securities Prioritization Education Budgeting 79

CFO News Room

JANUARY 18, 2023

Here are the nine workplace predictions, based on Gartner research , that highlight the aspects of work that leaders must prioritize over the next 12 months. Many new-to-the-workforce employees are struggling: 51% of Gen Z employees say that their education has not prepared them to enter the workforce.

Prioritization 130

Prioritization Auditing Education Communication 130

Nerd's Eye View

OCTOBER 4, 2022

Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich , and the owner of the online platform of the same name that offers financial education content and programs to consumers so they can get refocused on their personal finances and the things they love. Read More.

Education 89

Education Concentration Prioritization Finance 89

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. Prioritizing Tasks and Responsibilities In the face of the CFO role’s expansion, effective task prioritization becomes paramount.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Charity CFO

MAY 8, 2023

To achieve this, nonprofit organizations should prioritize transparency, authenticity, and accountability in their fundraising efforts. The most successful events prioritize engagement and relationship-building. Individual Giving This is the most common form of giving to nonprofits.

Nonprofit 52

Nonprofit Prioritization Communication Planning 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. Health and Welfare Plans. Outline your needs and leverage your broker relationships to tailor benefit plans to these unique needs.

Communication 52

Communication Prioritization Leverage Healthcare 52

PYMNTS

APRIL 2, 2020

Smaller resource pools may make small operations feel constrained, but Anderson believes many fail at innovation because they lack organizational IT strategies that prioritize solutions appropriate to the CU and its customers. They are quickly becoming less of a place to make transactions and more of a place to engage, inform and educate.

Planning 69

Planning Securities Prioritization Banking 69

CFO News Room

JANUARY 13, 2023

Underwriters are institutional or private funders who provide “big bet” support to major institutions (often cultural, medical, or educational), civic groups, or favored causes based on long-standing interests, values, or personal experience. Their financial support can be provided directly or through a range of trusted individuals.

Prioritization 130

Prioritization Communication Leverage Leadership 130

Strategic Treasurer

MAY 23, 2022

Congratulations, you have done your hard work to gather resources, line up your teams, plan your budget, complete your RFP process and select the perfect fit solution for your company. Participants who attend this live session and respond to 3 polling questions will earn 1.2 CPE credits. Key Takeaways: 1.

Treasury 52

Treasury Technology Prioritization Budgeting 52

CFO Strategic Partners

OCTOBER 21, 2021

Our team of professional CFOs met with the organizations’ key personnel and stakeholders to quickly prioritize their needs and gain awareness of all critical tasks and deadlines. Along the way, we educated the leadership team on the skills needed for this important position.

CFO 52

CFO Leadership Prioritization Education 52

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. By prioritizing adoption and the employee experience, Power BI helps enterprise teams optimize operations, increase profits, and see incremental ROI year after year.

Education 52

Education Benchmarking Prioritization Data Analysis 52

PYMNTS

SEPTEMBER 15, 2019

The Basel-based Financial Stability Board , chaired by a Federal Reserve deputy governor, reports to the G7 and is also planning to examine Facebook’s plans for Libra. Facebook said it welcomes open exchange with regulators. “In

Prioritization 49

Prioritization Education Banking Planning 49

The Finance Weekly

NOVEMBER 20, 2022

As CFOs they are prioritizing tech spend but are seeing multiplying service providers vying for their attention. FP&A Community Earlier this year, Datarails, a financial planning and analysis platform for Excel users, launched their own Slack community for anyone in financial planning and analysis (FP&A).

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Prioritization 52

CFO Talks

FEBRUARY 10, 2023

By Jeff Ryan , MD of AWCape, a Platinum Sage business partner for HR, payroll and financial solutions South Africa’s Budget Speech for 2023 is an eagerly anticipated event for CFOs and financial leaders alike, as it provides insight into the government’s economic priorities and plans for the year ahead.

Budgeting 52

Budgeting Profit and Loss Forecasting Prioritization 52

CSC Advisors

DECEMBER 4, 2022

From there, you can make a more educated decision. As part of planning this budget, you need to make sure that you are constantly making more than you are spending. From there, you can make more educated decisions to prioritize what you want and how you're going to get there, starting with the right lender.

Finance 52

Finance Budgeting Education Prioritization 52

PYMNTS

DECEMBER 29, 2020

It’s great to see the prioritization on innovation with this bill,” Wingert said, calling the AML regulatory changes important. The pandemic belies assumptions of readiness in a way that’s similar to untested business continuity plans,” he said. Accurate and reliable data is a critical piece of modernizing the AML regimen,” he said.

Compliance 108

Compliance Prioritization Securities Banking 108

PYMNTS

DECEMBER 14, 2020

On the front-end level, when Bank of America launches new products and services as part of the overall marketing plan and introductory plan, having a video is important. What are the topics that are most likely to resonate both in an education sense or in an inspiring actions sense?”.

Banking 116

Banking Communication Prioritization Leverage 116

CFO News Room

NOVEMBER 18, 2022

Though much work remains to be done to enact a progressive economic agenda, this midterm election showed clear signs of support for a policy agenda that prioritizes economic, racial, and gender justice for working families. Nebraska: Voters approved Initiative 433, which will increase the state’s minimum wage to $15 by 2026.

Economics 130

Economics Construction Prioritization Transportation 130

CFO News Room

NOVEMBER 14, 2022

On a personal note, Penny is an advocate for the advancement of women in the financial services industry, and public education. Ideally, associate advisors would either already have met the education requirement for CFP certification or already have some experience as an advisor. performance reports).

Practice Management 130

Practice Management Planning Leadership Communication 130

PYMNTS

NOVEMBER 5, 2019

He will report to CEO Mike Massaro, who will now focus his efforts on the long-term growth plans, go-to-market expansion, and strategic partnerships, according to an announcement.

Leadership 61

Leadership Prioritization Healthcare B2B 61

PYMNTS

APRIL 4, 2019

“Unfortunately, we see these threats globally across all sectors, and we strongly believe that education about the risks and preparedness are as important as IT security measures for protecting individuals and assets from cyberattacks.” ” Neither revealed whether they plan to pay the ransom, reports noted.

Prioritization 63

Prioritization Healthcare Securities Education 63

PYMNTS

AUGUST 2, 2019

Silverman said Etsy launched a program on July 9 to give sellers the “tools, education and support they need” to offer free shipping to U.S. Silverman noted that products with free shipping guarantees will be prioritized in U.S. Free Shipping. buyers on orders of $35 or more. The Road Ahead.

Prioritization 43

Prioritization Advertising Education Sales 43

Future CFO

AUGUST 3, 2021

Planning times had to be reduced. “We Companies needed to prioritize the forecast components, to figure out what was more volatile. If you can step back and look at what we have, and look at what are we facing, then we can plan ahead and do better,” he added. Experience is still our best teacher.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. Now is the time for CFOs at organizations of all sizes to lean on AI to plan, budget, and forecast with greater accuracy, speed, and confidence. What does this all mean? 2 – Let your people focus on the most rewarding work.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

PYMNTS

JULY 26, 2019

She also pointed to the service’s stop-and-recall, fund confirmation and enterprise resource planning (ERP) integration capabilities as a few examples of enhanced features key to addressing business payment needs. Preparing Banks And Businesses.

Foreign Exchange 64

Foreign Exchange B2B Prioritization Banking 64

PYMNTS

JUNE 26, 2018

Spend is still going up, too, as KPMG ‘s report found a 23 percent increase in the number of professionals prioritizing cybersecurity investments this year compared to last. However, even sophisticated cybersecurity technologies still struggle to identify and prevent some of the most basic cyberattacks.

Prioritization 43

Prioritization Securities Education Investments 43

CFO News Room

DECEMBER 20, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Author: Michael Kitces. Team Kitces.

Education 130

Education Planning Numbers Securities 130

Nerd's Eye View

AUGUST 3, 2022

For financial advisors, dealing with issues concerning clients’ children, from education costs to legacy goals, is a common part of the planning process. And no matter the reason, clients without children have unique planning needs that are important for advisors to recognize. Read More.

Planning 94

Planning Prioritization Education Numbers 94

PYMNTS

JANUARY 10, 2017

Joshaghani said that Symend’s system allows participating companies to choose and prioritize which collection tactics and product features they want to use. Companies using Symend’s platform, for example, can configure the system to use traditional outreach methods to create financial payment plans or discounts for one-time payments.

Startups 48

Startups Prioritization Valuation Education 48

PYMNTS

MAY 25, 2018

“One in four Americans does not have any emergency savings,” said Greg McBride, CFA of Bankrate, adding that unemployment is low and wages are finally starting to rise, but consumers hit hard by the recession and slow recovery are mostly not thinking about planning trips. People are still living paycheck to paycheck ,” McBride noted.

Forecasting 40

Forecasting Prioritization Economics Education 40

CFO News Room

NOVEMBER 1, 2022

So here again, when developing that bridge, the member of the historically dominant group is really working to educate themselves, is working to develop connection with someone else. And say, “We are going to create an action plan around this, around recruiting or around let’s say pay and promotion.

Leadership 100

Leadership Construction Budgeting Planning 100

CFO News Room

DECEMBER 9, 2022

Rather than prioritizing your own agenda, you put the agenda of the audience ahead of yours. So, I prioritized their need to get the most applicable information from my presentation over my desire to tell interesting stories. That’s one clue to what you should prioritize in your presentation. Is it growth? Opportunity?

Prioritization 130

Prioritization Leadership Education Leverage 130

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130