FPA Insider

MARCH 23, 2020

With thorough analysis capabilities including ad hoc reporting, drill downs, and variance analyses, conduct rigorous investigations into your data to explore how different scenarios might affect your business in the short, medium and long term. Global growth dips to an annualized rate of 2.5% Be proactive, not reactive.

Profit and Loss 52

Profit and Loss Credit Risk Corporate Finance Planning 52

CFO Leadership

JUNE 14, 2021

Amidst a rapidly changing global economy, Tina Wang, Vice President of Product Marketing at Sage Intacct, offers insights on how to elevate the work of your finance team and harness the opportunities digital transformation brings. To stay competitive in this new age, finance digital transformation is a must—not a maybe.

Leadership 52

Leadership CFO Nonprofit Budgeting 52

CFO News Room

NOVEMBER 2, 2022

Along with renewing their registration annually (for both SEC- and state-registered firms), firms face a variety of requirements related to their internal finances, fees, marketing activities, and advisor agreements depending on whether they are SEC- or state-registered. Notably, along with certain standardized forms (e.g.,

Compliance 130

Compliance GAAP Investments Advertising 130

CFO News Room

NOVEMBER 1, 2022

Executive Summary. Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Mindy Crary.

Planning 130

Planning Investments Accounting Math 130

Musings on Markets

SEPTEMBER 11, 2023

In this post, I will focus on how streaming has not only changed the way we consume content, but has also modified the way that content gets made. Speaking of Disney, a company that has found itself in the crosshairs of political and cultural disputes, the stock hit $80 on September 7, close to a ten-year low.

Entertainment 77

Entertainment Profit and Loss Numbers Marketing 77

Barry Ritholtz

NOVEMBER 15, 2023

My mid-week morning train reads: • How inheritance data secretly explains U.S. The inheritance rate jumps to 2 out of 5 if you look only at folks in their 70s, who have had more time for their parents and favorite aunts to meet a regrettable but timely demise. Aeon ) • Your phone is the key to your digital life.

Economics 52

Economics Investments Finance Marketing 52

Barry Ritholtz

JULY 18, 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. Just a fascinating approach to understanding value investing, understanding how to allocate Capital and take risks. Tell us a little bit about how you got started.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

Barry Ritholtz

MARCH 12, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News. And so I said, I didn’t graduate, and then that was your, what degrees did you achieve? And then it, and then I think the question was, you know, what were you doing or what were your interest in?

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

PYMNTS

JANUARY 16, 2017

I was inspired to do something similar as all of you gather for NRF’s annual retail extravaganza and offer a few words of advice and inspiration as you struggle to adjust to your own transition of power. I’ll take your nervous laughter as a sign that you probably don’t appreciate my profound sense of humor. But stick with me.

Retail 53

Retail Math Sales Numbers 53