The Charity CFO

DECEMBER 20, 2023

180 MG believes that how they serve their people ultimately translates into how well the employees serve the company. This creates a culture built on a solid foundation for prioritizing, serving, creating sustainability & growth for both the employees and clients. How does one help clients understand their benchmarking?

Nonprofit 52

Nonprofit Benchmarking Healthcare Restructuring 52

CFO News Room

NOVEMBER 22, 2022

How are they handling it? She’s here today to talk about what she found and give us some advice on how organizations and individuals should deal with unruly customers. We had been thinking and seeing that this was a real problem in the US and really wanted to know was it the same in other places? And if so, why? Who are they?

Healthcare 100

Healthcare Education Concentration Planning 100

PYMNTS

APRIL 10, 2020

“In times of uncertainty, it’s important that we help our clients mitigate risk by offering flexibility, redundancy and resilience,” Ryan Frere, executive vice president, global payments at Flywire , told PYMNTS. Our role at Flywire is to help them do this with minimal disruption to their business.

Healthcare 60

Healthcare Education Securities Planning 60

CFO News Room

FEBRUARY 2, 2022

Amy is the president and CEO of The Williams Group, a coaching and consulting firm based out of San Clemente, California, that helps financial advisors engage with more than 800 high-net-worth families to develop solid foundations in heir preparedness and ensure their wealth can actually be transferred beyond three generations.

Communication 130

Communication Planning Education Numbers 130

Adam Kae

JUNE 4, 2020

Like many other industries, it seems like business consulting is quickly becoming saturated. Consulting is a $260 billion industry where 7.5% Consulting is a $260 billion industry where 7.5% The industry is still actively growing, too! Experts expect the consulting industry to grow another 1.5%

Healthcare 52

Healthcare CFO Management Consulting Leverage 52

Barry Ritholtz

FEBRUARY 21, 2023

If you recall pre-pandemic, we had started doing these live events. The first one was with Ray Dalio, and then we did one with Howard Marks, and then everything closed down and we kind of put it on hiatus. So let’s talk a little bit about what we have going on right now. How’s it going?

Leadership 108

Leadership Investments Profit and Loss Technology 108

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

OCTOBER 8, 2020

We started Retirable to address America's advice gap,” End told PYMNTS in a recent interview. Our goal is to help people set one up and make it holistic and accessible.”. Retirable uses a mix of technology and human experts to particularly help 50+-year-old pre-retirees create financial plans. COVID As A Catalyst.

Planning 90

Planning Healthcare Securities Investments 90

PYMNTS

DECEMBER 11, 2019

The Cincinnati, Ohio-based financial institution (FI) holds $171 billion in assets and has found that providing strong API offerings appeals to large business clients that frequently need customizable, easily adoptable solutions. Chayt said banks will increasingly need to embrace clients’ desires for individualized offerings. .

Banking 52

Banking Treasury Healthcare B2B 52

Adam Kae

AUGUST 27, 2020

Industrial organizational theorists have used the bones of the Adam Kae way for decades. We just gave some of these steps cooler names. Why are we telling you this? Our goal is to help you: Find solutions to complex financial problems. Without a system, we wouldn’t be able to help you achieve your goals.

Healthcare 52

Healthcare Accounting Firms Finance Education 52

PYMNTS

AUGUST 11, 2020

“As we bring in that FI channel, they in turn bring in their corporates, both from a buy-side and a supply side,” he told Karen Webster. An Ecosystem Approach. It’s driving rising adoption of the BPN, said Phalen, making the current market climate an opportune moment to expand the service to support more payment methods.

B2B 110

B2B Accounts Payable Reconciliations Healthcare 110

Adam Kae

APRIL 23, 2020

The weekend is almost here, and we can wave another week goodbye. As we make it through this month, we continue to get used to the new “normal” that COVID-19 has compelled onto our lives. Here at , Adam Kae & Associates , we strive to help our clients succeed with changing conditions. Happy Thursday!

Management Consulting 52

Management Consulting Healthcare Planning Economics 52

PYMNTS

JUNE 19, 2020

Amazon had previously only confirmed it would send an “appropriate” executive to testify how the firm utilizes third-party data, but Congress made clear that Bezos was the only appropriate person. Big Healthcare Plays Part 1: The CareZone Acquisition. But hey, every rebel alliance has to start somewhere, right? And with Amazon in U.S.

Securities 56

Securities Healthcare Sales eCommerce 56

Collectiv

JUNE 28, 2022

ZS is a management consulting firm that helps organizations improve results with data analysis across a range of industries from healthcare to software. In her role, Kristin uses marketing automation tools (MAT), customer relationship tools (CRM), and a keen awareness of client satisfaction to deliver the best results possible.

Management Consulting 52

Management Consulting Data Analysis Healthcare Leadership 52

PYMNTS

APRIL 24, 2020

It’s undeniable that travel bans and social distancing requirements have had a negative impact on many organizations within the travel and hospitality industry, and have consequently lowered corporates’ spend on business trip-related activity. But, as Reynolds noted, this doesn’t mean business expense volume has disappeared.

Invoicing 82

Invoicing Construction Healthcare Education 82

Barry Ritholtz

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. KLINSKY: But they said, we’ve never done one.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

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 57

Investments Finance Education Leadership 57

PYMNTS

MAY 5, 2019

The New York State Attorney General ( NYAG ) Letitia James wants to see documents regarding an alleged deal made between cryptocurrency exchange Bitfinex and stablecoin operator Tether that “misled their clients and investors.”. We are excited to collaborate with our partners to deliver these improvements.”. “I

Currencies 54

Currencies Reconciliations Healthcare Banking 54

Barry Ritholtz

FEBRUARY 6, 2024

He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977.

Valuation 52

Valuation Investments Finance Math 52

PYMNTS

AUGUST 10, 2020

Payors know this but greatly underestimate how much payees value instant payments. . It also limits the growth possibilities of microbusinesses that need funds to acquire new clients and to invest in their operations. . We surveyed more than 5,000 U.S. This is what we found. . We found that only 31.1

Investments 91

Investments Accounting Banking Healthcare 91

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Let’s start a little bit before we get to what you do at Goldman Sachs. How, how does that lead to a degree, to a focus on investment management? So how does that relate to finance? Elizabeth Burton : Hi Barry.

Investments 57

Investments Math Risk Management Benchmarking 57

PYMNTS

AUGUST 20, 2019

are stepping in to help employees pay down their balances through benefits programs that can help borrowers shave years off their repayment timetables. is a tech platform that sits in the middle of the process, helping client companies structure plans and transfer money from employees’ compensation to pay down their student loans.

Healthcare 54

Healthcare Education Economics Planning 54

CFO News Room

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.

Leverage 130

Leverage Planning Concentration Tax Planning 130

PYMNTS

APRIL 8, 2019

That focus, he said, has been on “ how to make a payment and not why you are doing it.” With open APIs, payors and payees do not have to figure out how to link up the technical “plumbing” that enables transactions in the first place. You don’t want people struggling with the mechanics of how to do those payments.”.

Compliance 53

Compliance Banking Securities Healthcare 53

PYMNTS

MAY 26, 2017

Yet again, the B2B FinTech industry proves it’s quality over quantity when it comes to venture capital. This week saw just three funding rounds, but two of which were some of the largest the industry has seen in weeks. Backers in the U.S., Analysts said the technology can be especially useful for B2B cross-border trade. “We

B2B 49

B2B B2C Investments Healthcare 49

PYMNTS

JUNE 22, 2019

trillion annual industry , having grown 12.8 The industry now represents 5.3 But when all of the standard approaches to selling the ephemerals of health and wellness start to become saturated with offerings, how does one stand out from the crowd in a monetizable way? As of 2018 health and wellness was a $4.2 Of all kinds ….

Marketing 61

Marketing Healthcare Economics eCommerce 61

PYMNTS

MARCH 16, 2017

The company announced today (March 16) that its B2B payments processing and receivables solution, which has so far been running in testing phase with a few clients, is now open to its clients looking to receive payments from their cross-border corporate customers. Time For Change.

B2B 43

B2B Marketing Compliance Invoicing 43

PYMNTS

APRIL 22, 2019

And as Freelancer.com CEO and Chairman Matt Barrie told Karen Webster, it really can be almost any firm that needs that kind of expert help. Electronics makers, healthcare firms, designers, event planners, construction — the list can go on almost infinitely, he noted. How It Works.

Construction 59

Construction Healthcare Education Invoicing 59

Barry Ritholtz

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. So I’ve worked my way through just about the whole C-suite at Vanguard, and I’m glad we finally got to you. How did you end up at Vanguard? That’s how clueless I was.

Investments 111

Investments Profit and Loss Education Advertising 111

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). We recognize (and appreciate!) and inflation levels not seen in several decades.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

MAY 9, 2023

He’s been with Goldman for 25 years and helps oversee over $2.5 So how do you then go from tax and audit practice to finance and investing? It’s just, hey, that’s how these people talk in their chosen specialty. So what I tend to find is after three or four years, it depends how big and complicated the task is.

Investments 116

Investments Banking Advertising Finance 116

Barry Ritholtz

DECEMBER 19, 2023

It’s always interesting to speak to a fund manager in the midst of one of the craziest macro periods of the markets that we’ve seen and God knows how long, who doesn’t factor in macro events or the overall market because they’re market neutral and hedged. How did you get here?

Healthcare 61

Healthcare Investments Construction Concentration 61

CFO Leadership

OCTOBER 10, 2023

The rapid progression of generative AI, which is a type of artificial intelligence that has the ability to create material such as images, music or text, is already showing its potential to disrupt business operations throughout industries and processes. In terms of risk management, we typically consider frequency and severity of perils.

Risk Management 105

Risk Management Healthcare Leadership B2C 105

Collectiv

FEBRUARY 15, 2022

Adding Power BI to your tech stack isn’t solely about introducing a new tool, it’s about giving modern enterprises the competitive edge they need to disrupt any industry. Here are some powerful players we helped do just that with Power BI. That’s exactly what his C-Suite clients need to make rapid HR decisions.

Financial Planning and Analysis (FP&A) 97

Financial Planning and Analysis (FP&A) Healthcare Forecasting Data Analysis 97

Barry Ritholtz

OCTOBER 31, 2023

Tell us a little bit about the firm’s history and how it’s evolved over the past a hundred years. One of the interesting aspects of the firm is that it was a public company At one point in the 1970s, the company went private in 1979 and we became a partnership, 29 original partners. How do you define liquid alts?

Investments 61

Investments Marketing Numbers Valuation 61

Barry Ritholtz

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. At six months, let’s see — let’s see how this goes.”. I want to be client-facing. I want to help clients solve problems.

Investments 116

Investments Marketing Profit and Loss Banking 116

PYMNTS

AUGUST 1, 2018

No matter the industry, nearly all U.S. employers are in the healthcare business , a reality reflected on balance sheets, and one that can keep even the most stoic CFO sleepless at 3:00 a.m. The money spent by those employers represents a form of significant control over healthcare. Healthcare Gaps. But with U.S.

Healthcare 40

Healthcare Prioritization CFO Planning 40