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#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine

Nerd's Eye View

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.

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What Is the Typical Background of a Fractional CFO?

Beacon CFO Plus

Common Financial Education, Skills, and Certifications The term fractional cfo refers to a financial professional who provides their expertise and services on a part-time or temporary basis to multiple companies rather than being a full-time, in-house employee of a single organization.

CFO 52
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A Modern Nonprofit Podcast: It’s Giving Tuesday

The Charity CFO

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. Is it painful?

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5 Ways to Acquire New Skills Without Going Back to School

CFO News Room

There are plenty of ways to educate yourself and upskill without going back for a traditional undergraduate or graduate degree. There are plenty of ways to educate yourself and upskill without going back for a traditional undergraduate or graduate degree. The author presents five ways to upskill without going back to school.

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How to Earn Big as a CFO?

The Finance Weekly

His significant role at Live Nation has been crucial in shaping the company's strategy and financial planning, thanks to his extensive experience in the entertainment industry and financial management. Manage cash flow and plan for financial needs. Identify investment and financial planning opportunities.

CFO 52
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How to Find the Best FP&A Candidates for Your Team

Spreadym

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. Here's more about who FP&A candidates are: Education: They often have a bachelor's degree in finance, accounting, economics, or a related field.

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Automation transformation: How you can do it right

Future CFO

According to the company, leading firms will create internal communities of expertise, while automating or outsourcing tasks that do not require as much problem solving, creativity, or interpersonal skills. Three areas that Bain said workers can benefit from automation tranformation include: Problem solving.