Nerd's Eye View

JULY 26, 2022

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

Planning 97

Planning Problem Solving Profit and Loss Prioritization 97

Planful

JANUARY 11, 2022

As technology crunches the growing volumes of data, soft skills like critical thinking, problem-solving, and communication will become crucial for Finance to succeed. #1 But as new technologies enable more companies to increase efficiency and profits, the pressure to adopt will soon reach a tipping point.

Financial Planning and Analysis (FP&A) 40

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

CFO News Room

NOVEMBER 22, 2022

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. In fact, we probably would have been much more profitable.

Planning 130

Planning Communication Profit and Loss Education 130

The Charity CFO

APRIL 15, 2022

Tosha Anderson: So, um, we talk to a lot of an individuals we help problem solve. Um, and more importantly, we talk about that transition plan for a lot of nonprofits that are dealing with, uh, the loss of their accountants. I, I know what many people probably thinking, oh, we use are for-profit that doesn’t make sense.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52