Barry Ritholtz

FEBRUARY 21, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: I am super excited about this week’s Masters in Business Live with Vanguard Group CEO Tim Buckley.

Leadership 108

Leadership Investments Profit and Loss Technology 108

Nerd's Eye View

MARCH 19, 2024

Welcome back to the 377th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Meredith Moore. Meredith is the Founder & CEO of Artisan Financial Strategies, a hybrid advisory firm based in Alpharetta, Georgia, that oversees $77M in assets under management for 120 client households.

Leadership 66

Leadership Leverage Planning 66

CFO News Room

NOVEMBER 23, 2022

“You could put in the best process and/or technological solutions, but if people in the business and finance team don’t believe in it or understand it, it’ll fail.”. “So, So, success always comes back to the people,” says Duncan, who is a Global Finance Director. . Developing a finance team. Duncan’s journey in finance.

Finance 130

Finance Profit and Loss Construction Transportation 130

CFO News Room

DECEMBER 18, 2022

However, over time, piecemeal advice can feel simplistic, overwhelming, and confusing. However, over time, piecemeal advice can feel simplistic, overwhelming, and confusing. How do you decide which suggestion applies to your situation? For example, should allies shut up and listen , speak up against prejudice , or both?

Construction 130

Construction Problem Solving Education Management Consulting 130

Future CFO

MAY 5, 2024

Editor's note: In today's A Day in the Life interview, Tricia Koh (pictured), Commercial Director for Hong Kong, Taiwan and South Korea, Allianz Trade , shares how a recent experience of leading a cross-functional project enabled her to grow professionally and her typical work day. FutureCFO: What does a typical day look like for you?

Leadership 52

Leadership Risk Management Credit Risk Communication 52

Nerd's Eye View

FEBRUARY 20, 2024

Welcome back to the 373rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ben Hockema. Ben is the Founder of Illuminate Wealth Management, an RIA based in Barrington, Illinois that oversees $100M in assets under management for 55 client households.

Startups 52

Startups Leverage Finance Investments 52

The Charity CFO

APRIL 23, 2024

Tamela and her team build off of this mindset to fulfill their mission at Only Make Believe. Tamela and her team bring the experience to the children. And even more so] how they were able to then push it back out.” [And even more so] how they were able to then push it back out.” Such a powerful message in its own way.

Nonprofit 52

Nonprofit Leadership Problem Solving Education 52

E78 Partners

MARCH 23, 2023

When your team is stretched thin, outsourcing your finance and accounting services can be an effective solution, allowing you to focus on core competencies and achieve long-term growth for your company. We’ve compiled the top five signs that it’s time to outsource your finance and accounting services.

Accounting 52

Accounting Finance Budgeting Securities 52

The Finance Weekly

MAY 5, 2024

The hunt for growth never stops in the fast-paced business world. Leading the growth in almost every company is the sales team. The salesperson usually dives into your life - asking about your family size, daily routine, and more to understand how you plan to use the car. For instance, let's talk about car sales.

Planning 52

Planning Sales Forecasting Strategic Planning 52

CFO News Room

NOVEMBER 15, 2022

CURT NICKISCH: Welcome to the HBR IdeaCast from Harvard Business Review. The way that organizations develop younger talent has changed a lot over time. Herminia Ibarra is a professor at London Business School. Herminia, thanks so much for coming on the show to talk about your article. I’m Curt Nickisch.

Investments 130

Investments Budgeting Construction Planning 130

ProCFO Partners

DECEMBER 17, 2021

Imagine your very last day at work in your career. And what if you’d been asked this question on your very first day on the job? In this article we’ll explore important questions and encourage critical thought on one of the most important aspects of your business: your people. Where do you want to be?

Technology 88

Technology Accounting Marketing Leadership 88

Nerd's Eye View

OCTOBER 3, 2023

Welcome back to the 353rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brett Danko.

Education 92

Education Planning Leverage Technology 92

Collectiv

OCTOBER 24, 2022

Power Apps gives you the capability to create custom applications based on data your organization is already collecting. To connect each component to your data sources, you’ll need to code using Microsoft Power Fx. Canvas apps are also easy for your team to use once they’re built. Types of Power Apps.

Banking 52

Banking 52

The Charity CFO

JANUARY 22, 2024

The nonprofit exists today to provide a central network for America’s Heroes to find volunteers willing to board their pets during times of service or hardship. The nonprofit exists today to provide a central network for America’s Heroes to find volunteers willing to board their pets during times of service or hardship.

Nonprofit 52

Nonprofit CFO Education Investments 52

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses. Are you prepared for this secular trend?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

CFO Thought Leader

JULY 18, 2023

Back in 2006, Campbell, a seasoned treasury executive, had been recruited to help to build a robust treasury function for Ameriprise Financial, the recently spun-off financial planning division of American Express. It was how the executive team quickly pivoted and said, ‘We need to take care of the customer, period.

CFO 52

CFO Treasury Finance B2B 52

CFO Thought Leader

OCTOBER 8, 2023

Inspect your chute carefully and jump smart,” might be the abbreviated advice for those looking to land inside an operations role. Inspect your chute carefully and jump smart,” might be the abbreviated advice for those looking to land inside an operations role.

CFO 52

CFO Leadership Finance Banking 52

CFO Thought Leader

APRIL 23, 2023

When Jason Quinn landed in Europe back in 2008, he was the youngest of five American finance executives being deployed by digital disrupter SMB printer Vistaprint of Boston, Mass. However, his central role would always center on supplying the answer to the question of whether there was a strong business case for advancing a potential deal.

CFO 52

CFO Leadership B2C SAP 52

Centage

DECEMBER 21, 2023

Many of our users create their annual budget twice as fast in Centage as they were able to in Excel – some of them save even more time on this hairy annual process. Many of our users create their annual budget twice as fast in Centage as they were able to in Excel – some of them save even more time on this hairy annual process.

Budgeting 52

Budgeting GAAP Forecasting CFO 52

Nerd's Eye View

JUNE 12, 2023

While 2023 got off to a bumpy start for many advisory firms, still smarting from a rough prior year of market returns (and volatile revenue), a relative return to ‘normalcy’ means that for most, the advisory business has reached whatever its new post-pandemic normal will be.

Restructuring 83

Restructuring Marketing 83

Barry Ritholtz

DECEMBER 5, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:00 [Speaker Changed] This is Masters in business with Barry Ritholtz on Bloomberg Radio. They’re one of the older private equity firms around, been been in business since 1994. Michael Fish is co-founder and CEO of American Securities.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Centage

NOVEMBER 22, 2021

At the same time, the spirit of giving back remains alive and well and continues to grow as one recent report predicted a 5.7% increase in charitable giving in 2022. The time for change is now. And while no industry was spared in the wake of the pandemic, nonprofits were hit hard. No programming.

Financial Planning and Analysis (FP&A) 72

Financial Planning and Analysis (FP&A) Nonprofit Planning Finance 72

Bramasol

JANUARY 16, 2022

As discussed in previous blog posts, The Digital Solutions Economy ™ (DSE) is radically disrupting business models across many industries. These new engagement scenarios give customers more choices, with offerings like subscriptions, usage-based billing, entitlements, bundling of products with services, and other multi-faceted relationships.

Compliance 88

Compliance IFRS SAP Leverage 88

CFO Thought Leader

JULY 16, 2023

Cox tells us that the IRIS management team was discussing the business cases for yet more acquisitions when the group began to banter about the same deal-making “multiples” that had successfully guided the company prior to the pandemic. I was sitting there thinking, ‘Hang on a minute!

CFO 52

CFO Education Leadership Practice Management 52

CFO Plans

SEPTEMBER 3, 2021

We are living in a time in the US where you can start to feel hungry, pull out an electronic device from your pocket, choose a few pictures, and have almost any food you’re craving delivered right to your front door in about 30 minutes. Consider the struggles of the lives of your ancestors.

CFO 68

CFO Accounts Payable Planning Finance 68

Collectiv

JANUARY 23, 2023

If I had a dollar every time I heard someone ask “What Power BI License do I need?”… With several different Power BI licenses to choose from, it’s difficult to determine which option makes the most sense for your organization’s size, budget, and data reporting needs. Is Power BI License Free? What Does Power BI Pro Include?

Budgeting 52

Budgeting Finance Investments 52

Collectiv

JANUARY 23, 2023

If I had a dollar every time I heard someone ask “What Power BI License do I need?”… With several different Power BI licenses to choose from, it’s difficult to determine which option makes the most sense for your organization’s size, budget, and data reporting needs. Is Power BI License Free? What Does Power BI Pro Include?

Budgeting 52

Budgeting Finance Investments 52

Michigan CFO

AUGUST 1, 2021

Starting a business can be both an exciting and a stressful experience. You undoubtedly experienced the pains and frustrations that come with starting a business, but you will experience a different kind of tension as your business grows. They bring surety to business decisions with their financial wisdom.

CFO 52

CFO Leadership Accounting Finance 52

Barry Ritholtz

JULY 11, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, once again, I have an extra, extra special guest. Let’s talk a little bit about your background.

Mergers and Acquisitions (M&A) 86

Mergers and Acquisitions (M&A) Investments Finance Technology 86

Musings on Markets

AUGUST 25, 2023

I have always loved sports, playing tennis and cricket when I was growing up, before transitioning to fan status, cheering for my favored teams from the sidelines. Thus, it should come as no surprise that when the two connect, as is the case when teams are bought and sold, or players are signed, I am doubly interested.

Valuation 92

Valuation Numbers Investments Marketing 92

CFO Talks

FEBRUARY 9, 2023

1X ‘ I am basically your CFO on call’ Welcome to the CFO Club Africa podcast, where we interview leading CFOs from Africa and beyond. CFO Club Africa is a division of the Chartered Institute of Business Accountants, the professional body for business accountants, financial managers and chief financial officers.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) CFO Manufacturing Leadership 52

Michigan CFO

NOVEMBER 15, 2021

During your time as a small business owner, you may have heard the term “virtual CFO” come up in your research or in funding rounds. Before we begin listing virtual CFO benefits, it’s worthwhile reviewing what a virtual CFO actually does for your business. What Does a Virtual CFO Do? Flexibility. Experience.

CFO 52

CFO Budgeting Forecasting Manufacturing 52

Centage

APRIL 28, 2022

Back in 2019, Centage made waves when it announced the availability of Planning Maestro , the first-ever FP&A platform designed specifically for the mid-size market. Each of these companies has leaders that seek to run successful businesses and financial health is at the heart of driving their success.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Finance Budgeting 98

The Charity CFO

JANUARY 5, 2022

If you’re looking for proven ways to engage your team and improve the mindset of your nonprofit team, this episode is for you. After working in nonprofits her entire career, Rita experienced firsthand the struggles of growing a viable nonprofit with a positive, inclusive culture. A Modern Nonprofit Podcast.

Nonprofit 98

Nonprofit Leadership Investments CFO 98

CFO News Room

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement. Executive Summary.

Education 130

Education Planning Investments Profit and Loss 130

CFO News Room

FEBRUARY 6, 2022

Staffing challenges were so acute at McDonald’s in mid-December that its restaurants cut back hours by about 10%, Chief Executive. Staffing challenges were so acute at McDonald’s in mid-December that its restaurants cut back hours by about 10%, Chief Executive. Employers from. McDonald’s Corp. MCD -0.22%. to home builder. PHM -7.76%.

Construction 130

Construction Manufacturing Forecasting Technology 130

CFO News Room

FEBRUARY 2, 2022

Welcome back to the 265th episode of the Financial Advisor Success Podcast ! Executive Summary. My guest on today’s podcast is Amy Castoro.

Communication 130

Communication Planning Education Numbers 130