CFO Thought Leader

JULY 16, 2023

’” remarks Cox, who notes that one trait that might distinguish his post-COVID vs. pre-COVID finance leadership is a willingness to push back. We sell accountancy solutions to CPAs, so this means document management, practice management, these kinds of things.

CFO 52

CFO Education Leadership Practice Management 52

Future CFO

APRIL 1, 2024

Editor’s note: What is it like to work with finance leaders in driving growth against the backdrop of the ever-changing business landscape and macroeconomic environment? Juvanus Tjandra (JT): At KPMG, I lead finance and corporate services transformation in the firm, with a focus on strengthening the performance of business functions.

Finance 52

Finance Risk Management Practice Management Budgeting 52

CFO News Room

NOVEMBER 14, 2022

She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. She currently runs a weekly YouTube series called “Practice Management with Penny.”.

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

DECEMBER 10, 2022

From there, we have several articles on practice management: Why creating a defined employee value proposition could be the key for RIAs to attract and retain talent in the current tight labor market. A four-step process that advisors can use to help clients who tend to overspend.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

NOVEMBER 29, 2022

” because we definitely have some clients that prefer that way of thinking and viewing their finances, instead of your traditional balance sheet, right, or just your assets and then your liabilities. And so, that’s been my form of leadership and how I’ve taken to running my business. ” Anh: Exactly, yes.

Leverage 130

Leverage Planning Concentration Tax Planning 130