CFO Thought Leader

MAY 23, 2023

He was carrying a package that I thought was some sort of welcome gift for me because from the outside you could see some cookies and things to eat,” recalls Healy, who upon closer inspection discovered that while the package did indeed contain a few treats, it also held 15 prospectuses. “He

CFO 52

CFO Manufacturing Finance Transportation 52

CFO News Room

NOVEMBER 19, 2022

Also in industry news this week: The CFP Board has proposed a series of changes to its disciplinary processes, including a two-year deadline for advisors subject to an interim suspension to file a petition for reinstatement. How advisors can help their clients turn their HSAs into wealth-building machines.

Planning 130

Planning Leadership Healthcare Accounting 130

CFO News Room

NOVEMBER 26, 2022

Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan. Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130

CFO News Room

NOVEMBER 12, 2022

While some are looking to gain a first-mover advantage by leveraging client testimonials and third-party endorsements (and adjusting their compliance programs before doing so), others are taking a wait-and-see approach. Also in industry news this week: Why “SECURE 2.0” Adam is an Associate Financial Planning Nerd at Kitces.com.

Planning 130

Planning Compliance Leverage Investments 130

CFO Thought Leader

AUGUST 2, 2023

In fact, we regularly turn away book authors, consultants, and even CEOs. As always, we issued a templated email reply specially crafted to politely inform a dutiful communication professional of our “CFOs-only” mantra. At some point, after stacking up each individual accomplishment, you’ll be amazed at how far you’ve come.

CFO 52

CFO Healthcare Finance Leadership 52

The Charity CFO

MARCH 24, 2022

Fraud losses in the charitable industry destroy an organization’s reputation, future financing opportunities, and capacity to carry out its mission. So let’s take a look at what nonprofit fraud looks like so you can know what to look for and help keep your organization out of trouble. . How was this fraud uncovered?

Nonprofit 98

Nonprofit Profit and Loss Auditing Leadership 98

Collectiv

JULY 25, 2022

JBT Automated Systems and Robotics is a leading provider of Automated Guided Vehicles (AGVs) for a wide range of industries, including automotive, food and beverage, healthcare and hospital, packaging, and consumer goods. Collectiv stepped in to help the JBT team move forward with their product’s vision.

Marketing 52

Marketing Manufacturing Cost Analysis Healthcare 52

PYMNTS

APRIL 29, 2020

While the world of commerce has been massively disrupted over the last few weeks, the grocery industry has experienced the biggest roller coaster ride in terms of sales swings and rapidly resetting consumer behavior. The consumer rush also sent a shockwave into some supply chains. percent in early March to 14.3

eCommerce 64

eCommerce Retail Education Numbers 64

PYMNTS

JANUARY 1, 2021

It will reflect the work-from-home (WFH) changes that we made not only to slow down the spread of a deadly virus, but also those innovations that employers and employees liked the best. After scrambling to meet the surge in demand for delivered goods, many had no choice but to align with — and pay for — the services of big delivery apps.

Transportation 113

Transportation Retail Communication Planning 113

CFO News Room

DECEMBER 29, 2022

The complaints started as soon as Louisiana launched its massive program to help homeowners rebuild after hurricanes Katrina and Rita in 2005. State officials made tweaks and settled the lawsuit, but they never changed a core part of the formula that determined how much homeowners received. Maybe a listening tour? Larger squad?

Healthcare 130

Healthcare Economics Numbers Concentration 130

CFO News Room

JANUARY 17, 2023

Readers, I hope your MLK Day was good! If a good source, important! Note, of course, that the class power of the PMC both expresses and is limited by other classes; oligarchs and American gentry (see ‘industrial model’ of Ferguson, Jorgensen, and Jie) and the working class spring to mind. By Lambert Strether of Corrente.

Concentration 130

Concentration Economics Manufacturing Numbers 130

PYMNTS

AUGUST 13, 2020

Incorrect or late deliveries can frustrate consumers, especially in a climate in which home-delivered goods reliance skyrocketed so highly that one-day delivery quickly became a foregone dream. Doing this with the heightened swiftness consumers expect is more challenging than it may seem, however.

Leverage 57

Leverage eCommerce Retail Technology 57

https://trustedcfosolutions.com/feed/

SEPTEMBER 20, 2021

It’s a win-win for you and your clients. How Do You Keep Up, Without Losing Your Soul? Unfortunately, in Quickbooks, these numbers must be manually tracked in a spreadsheet, consuming your highly paid people’s valuable time. How often do you give that to your clients? How common is this story?

Technology 52

Technology CFO Accounting Auditing 52

PYMNTS

JANUARY 8, 2020

It will pay to watch how the insurance industry undergoes innovation and disruption in the coming decade, thanks in part to digital tech, faster disbursements and even more focus on policies crafted for small and medium-sized businesses. People have a good understanding of what genre of news they are interested in,” he said.

Startups 55

Startups Marketing Retail Technology 55

PYMNTS

DECEMBER 23, 2019

When people joke about boring professions and industries, one can bet that insurance will almost always be one of the top targets of such humor. That’s a bit unfair, of course, given how vital insurance is to making the economy run, but that’s just how life goes. Bundled Insurance.

Compliance 52

Compliance Technology Retail Marketing 52

Adam Kae

AUGUST 6, 2020

We promise - they’re important! That’s part of why they’re a noted part of our service packages. Depending on the size of the industry, location, and distribution channels, some competitors may be more direct or indirect. How is the product used? How can consumers access the product? Product (/ Service).

Advertising 52

Advertising Marketing Sales 52

PYMNTS

DECEMBER 20, 2019

We have a deep, data-supported dive on fighting fraud with artificial intelligence (AI), an outlook on seven 2020 trendlines and news on gas station cyberattacks. With PNC Bank , in one case, clients noted they were unable to link accounts to Venmo. How Grocery Retail Will Evolve In 2020 .

B2B 40

B2B Data Analysis Retail Banking 40

PYMNTS

APRIL 20, 2018

Which is all well and good — but what to do when travelers get there? Travelers to Orlando, for example, probably don’t need much in the way of help filling their days, as they’re likely there for the amusement parks. Moreover, because the brand is focused on younger travelers, it knows how to better market the events it offers.

CFO 50

CFO Communication Leverage Startups 50

PYMNTS

JUNE 22, 2019

trillion annual industry , having grown 12.8 The industry now represents 5.3 In the last few years, wellness has become a dominant lifestyle value that is profoundly changing consumer behavior and changing the markets.”. As of 2018 health and wellness was a $4.2 percent of global economic output. “As Of all kinds ….

Marketing 61

Marketing Healthcare Economics eCommerce 61

Barry Ritholtz

NOVEMBER 22, 2022

These three gentlemen said we’re lacking the ability to tap into a very rich, diverse talent pool, including historically black colleges and universities. And so they stood up a firm called AltFinance, whose main purpose was to help alternative asset managers tap into that rich pool of potential hires. Your parent may work there.

Investments 56

Investments Finance Education Leadership 56

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. Customer success — The service levels available and how convenient the implementation process is. It also publishes helpful resources , including templates, guides, and video walkthroughs.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

PYMNTS

APRIL 25, 2016

The hacked clients of Adultery-as-a-Service firm Ashley Madison were informed by a judge that while they are welcome to seek reparations in court, they must do so under their real names. The seventh president will be relocated to the back of the bill, while Harriet Tubman will take the spot on the front. Or, at least, some of them must.

Sales 40

Sales Accounting Banking Leadership 40

PYMNTS

SEPTEMBER 3, 2018

The term “thinking outside of the box” originates from advice that puzzle management consultants famously gave to clients in the 1970s and 1980s to encourage creative thinking. Conventional wisdom, after all, is only as good as the conventions it’s based on. Retailers are where these consumers go to find these new products.

Retail 40

Retail Management Consulting Entertainment Economics 40

Barry Ritholtz

FEBRUARY 13, 2023

He helps to oversee $2.5 And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

PYMNTS

OCTOBER 21, 2019

The company recently announced it has joined five°degrees ’ Open Banking Marketplace, enabling Codat’s SMB clients to connect their accounting platforms with their bank accounts in what Codat Co-founder and Chief Operating Officer Alexander Cardona described as an “Open Accounting” framework, according to the company’s press release.

Banking 40

Banking Accounting Startups Finance 40

Barry Ritholtz

MARCH 12, 2024

It’s fascinating and there are few people in the industry who not only have been successful as investors, but also very clearly saw and warned about the great financial crisis coming, because it was all there in the data. We sort of carved out a name for ourselves in, in, in quant analytics around mortgage risk.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

PYMNTS

FEBRUARY 24, 2017

While everyone is gearing up for the Oscars, some of us may be in La La Land blithely ignoring smoke coming from the auto industry. at least in terms of consumer spending and business confidence? No word yet about the costs that may be in the offing, but one wonders just how many eyes Wells has left to blacken in terms of reputation.

eCommerce 40

eCommerce Economics Sales Retail 40

Barry Ritholtz

JULY 31, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, Liz Hoffman comes in to tell us about writing “Crash Landing” which I found to be a fascinating book about telling the story of the pandemic that we all just lived through. You know it feels like we all went through more or less the same thing.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

APRIL 11, 2023

To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. I start with the question, how many of you are more naturally number crunchers? We can go for a number crunching degree, have a number crunching job.

Valuation 114

Valuation Education Finance Investments 114

Barry Ritholtz

MAY 2, 2023

First, if you’re interested in watches, it’s amazing to talk to guys who have known so much and are so plugged into what’s going on in the industry and really are right in the middle of what’s become a speculative boom in timepieces. How do you hire people? How do you go out and find investors?

Retail 64

Retail Advertising Numbers Economics 64

Barry Ritholtz

NOVEMBER 15, 2022

I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product. And they said, “We already do.”

Finance 107

Finance Investments Math Marketing 107